Raymond James Financial Inc.
Industry: Investment banking company
DescriptionRaymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations and municipalities through its ... Headquarters: St. Petersburg, Florida, United States Number of employees: 12,700 (2017) Subsidiaries: RAYMOND JAMES & ASSOCIATES, INC., Executives: Paul Reilly (Chairman and Chief Executive Officer),
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Raymond James Financial Inc. Employees
Employee
Years
Job
Industry
Matthieu Chenard Matthieu Chenard's Raymond James Financial Inc. Experience February 2013 - January 2014
Job Customer Service Representative at Ameridial, Inc.
Industry Information Technology and Services
Experience
Ameridial, Inc. February 2015 - June 2015
Cross Country Healthcare August 2014 - January 2015
Solvere One - Solvere is Latin for Solution. One solution, One partnership. January 2014 - August 2014
Raymond James Financial Inc. February 2013 - January 2014
ITT Technical Institute November 2012 - January 2013
Humane Society of Tampa Bay July 2012 - December 2012
Level Line Cabentry July 2011 - July 2012
Networking Solutions Plus August 2010 - June 2011
Skills
Technical Support, Linux Desktop, Windows support, IT Hardware Support, Windows Server, Home Networking, Virus Removal, Android, Mac OS X, OS X, XP, Windows 7, Computer Repair, iOS, Windows 8, Mobile Devices, Ubuntu, Red Hat Linux, Backtrack, Active Directory, Wireless Networking, Virtualization, VMware, Windows Remote Desktop, Microsoft Office, Networking, Routers, Windows XP, Servers, Help Desk Support, Troubleshooting, Computer Hardware
Education
ITT Technical Institute-Tampa 2014 — 2016
Bachelor of Science Degree, Information Systems and Cybersecurity
ITT Technical Institute-St. Petersburg 2012 — 2014
Associate of Science Degree, Network Systems Administration, 3.58
Ameridial, Inc. February 2015 - June 2015
Cross Country Healthcare August 2014 - January 2015
Solvere One - Solvere is Latin for Solution. One solution, One partnership. January 2014 - August 2014
Raymond James Financial Inc. February 2013 - January 2014
ITT Technical Institute November 2012 - January 2013
Humane Society of Tampa Bay July 2012 - December 2012
Level Line Cabentry July 2011 - July 2012
Networking Solutions Plus August 2010 - June 2011
Skills
Technical Support, Linux Desktop, Windows support, IT Hardware Support, Windows Server, Home Networking, Virus Removal, Android, Mac OS X, OS X, XP, Windows 7, Computer Repair, iOS, Windows 8, Mobile Devices, Ubuntu, Red Hat Linux, Backtrack, Active Directory, Wireless Networking, Virtualization, VMware, Windows Remote Desktop, Microsoft Office, Networking, Routers, Windows XP, Servers, Help Desk Support, Troubleshooting, Computer Hardware
Education
ITT Technical Institute-Tampa 2014 — 2016
Bachelor of Science Degree, Information Systems and Cybersecurity
ITT Technical Institute-St. Petersburg 2012 — 2014
Associate of Science Degree, Network Systems Administration, 3.58
Rebeca Matta Rebeca Matta's Raymond James Financial Inc. Experience September 2009 - May 2014
Job Office Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2009 - May 2014
Washington Mutual Bank October 2001 - January 2007
Skills
Accounting, Accounts Payable, Process Improvement, Microsoft Office, Business Intelligence, Account Reconciliation, Business Strategy, Project Management, Payroll, Internal Controls, Budgets, Project Planning, Management, Banking, Account Management, Business Planning, Team Building, Sales Management, Public Relations, English, Human Resources
Education
Universidad del Mayab 1993 — 1998
Bachelor of Business Administration (BBA), Turism
Raymond James Financial Inc. September 2009 - May 2014
Washington Mutual Bank October 2001 - January 2007
Skills
Accounting, Accounts Payable, Process Improvement, Microsoft Office, Business Intelligence, Account Reconciliation, Business Strategy, Project Management, Payroll, Internal Controls, Budgets, Project Planning, Management, Banking, Account Management, Business Planning, Team Building, Sales Management, Public Relations, English, Human Resources
Education
Universidad del Mayab 1993 — 1998
Bachelor of Business Administration (BBA), Turism
Jack Lowrey Jack Lowrey's Raymond James Financial Inc. Experience October 2009 - October 2013
Job Senior Vice President at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc. October 2009 - Present
Gulf Coast Community Bank October 2009 - Present
Raymond James Financial Inc. October 2009 - October 2013
RBC Wealth Management June 2002 - October 2009
Bank of America Securities / Barnett Bank Trust and Securities January 1989 - January 2007
UBS Wealth Management. Aka Paine Webber , JC Bradford January 1999 - June 2002
SouthTrust Bank Securities January 1996 - January 1999
Merrill Lynch December 1981 - August 1989
Skills
Investments, Wealth Management, Series 7, Securities, Investment Advisory, Fixed Annuities, Retirement, Asset Allocation, Mutual Funds, Equities, Series 63, Retirement Planning, Portfolio Management, Banking, Strategic Financial..., Loans, Asset Management, IRAs, Credit, Estate Planning, Mortgage Lending, Financial Advisory, Financial Analysis, 401k, Commercial Lending, Risk Management, Bonds, Insurance, Small Business, Life Insurance, Small Business Lending, Financial Services, Alternative Investments, Valuation, Loan Origination, Due Diligence, Wealth Management..., Consumer Lending, Separately Managed..., Brokerage, Private Equity, Finance, FINRA, Trading, Series 65, Management, Customer Service
Education
Auburn University, College of Business 1979 — 1981
Bachelor's Degree, Finance, General
University of Alabama, Mcgill-Toolen HS 1972 — 1979
Accounting and Finance, 3.25
NBC Securities, Inc. October 2009 - Present
Gulf Coast Community Bank October 2009 - Present
Raymond James Financial Inc. October 2009 - October 2013
RBC Wealth Management June 2002 - October 2009
Bank of America Securities / Barnett Bank Trust and Securities January 1989 - January 2007
UBS Wealth Management. Aka Paine Webber , JC Bradford January 1999 - June 2002
SouthTrust Bank Securities January 1996 - January 1999
Merrill Lynch December 1981 - August 1989
Skills
Investments, Wealth Management, Series 7, Securities, Investment Advisory, Fixed Annuities, Retirement, Asset Allocation, Mutual Funds, Equities, Series 63, Retirement Planning, Portfolio Management, Banking, Strategic Financial..., Loans, Asset Management, IRAs, Credit, Estate Planning, Mortgage Lending, Financial Advisory, Financial Analysis, 401k, Commercial Lending, Risk Management, Bonds, Insurance, Small Business, Life Insurance, Small Business Lending, Financial Services, Alternative Investments, Valuation, Loan Origination, Due Diligence, Wealth Management..., Consumer Lending, Separately Managed..., Brokerage, Private Equity, Finance, FINRA, Trading, Series 65, Management, Customer Service
Education
Auburn University, College of Business 1979 — 1981
Bachelor's Degree, Finance, General
University of Alabama, Mcgill-Toolen HS 1972 — 1979
Accounting and Finance, 3.25
Paige Lenssen Paige Lenssen's Raymond James Financial Inc. Experience June 2014 - May 2015
Job Corporate Credit Analyst at Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank June 2015 - Present
Raymond James Financial Inc. June 2014 - May 2015
Auburn University Raymond J. Harbert College of Business August 2013 - May 2014
Skills
Finance, Leadership, Critical Thinking, Business, Professional Writing, Tenor Saxophone, Technical Writing, Public Speaking, Microsoft Word, Microsoft Excel, Research, PowerPoint, Microsoft Office, Data Analysis, Time Management
Education
Auburn University
Bachelor of Science (B.S.) in Business Administration, Finance, General, 4.0 GPA
Auburn University
Bachelor of Arts (B.A.) in English, Professional & Public Writing, 4.0 GPA
Raymond James Bank June 2015 - Present
Raymond James Financial Inc. June 2014 - May 2015
Auburn University Raymond J. Harbert College of Business August 2013 - May 2014
Skills
Finance, Leadership, Critical Thinking, Business, Professional Writing, Tenor Saxophone, Technical Writing, Public Speaking, Microsoft Word, Microsoft Excel, Research, PowerPoint, Microsoft Office, Data Analysis, Time Management
Education
Auburn University
Bachelor of Science (B.S.) in Business Administration, Finance, General, 4.0 GPA
Auburn University
Bachelor of Arts (B.A.) in English, Professional & Public Writing, 4.0 GPA
Jason Rozenboom's Raymond James Financial Inc. Experience 2010 - 2010
Job Administrative Assistant at K&F Electronics
Industry Human Resources
Experience
K & F ELECTRONICS 2013 - Present
Orbit Medical April 2012 - March 2013
Rite Aid Pharmacy 2007 - 2012
Raymond James Financial Inc. 2010 - 2010
Skills
Human Resources, Administrative..., Spreadsheets, Purchasing, Customer Service, Accounts Receivable, Accounts Payable, Managed Care, Diabetes, Healthcare, Inventory Management, Time Management, Pharmacy Benefit..., Pharmacy, Pharmacists
Education
Baker College Business and Corporate Services 2008 — 2010
Bachelor's degree, Marketing/Marketing Management, General
Macomb Community College 2006 — 2008
Associate's degree, Marketing
K & F ELECTRONICS 2013 - Present
Orbit Medical April 2012 - March 2013
Rite Aid Pharmacy 2007 - 2012
Raymond James Financial Inc. 2010 - 2010
Skills
Human Resources, Administrative..., Spreadsheets, Purchasing, Customer Service, Accounts Receivable, Accounts Payable, Managed Care, Diabetes, Healthcare, Inventory Management, Time Management, Pharmacy Benefit..., Pharmacy, Pharmacists
Education
Baker College Business and Corporate Services 2008 — 2010
Bachelor's degree, Marketing/Marketing Management, General
Macomb Community College 2006 — 2008
Associate's degree, Marketing
Jessica Piatt's Raymond James Financial Inc. Experience May 2010 - August 2010
Job Customer Service Representative at Transamerica
Industry Consumer Services
Experience
Transamerica October 2014 - Present
YMCA August 2014 - Present
THINK Together October 2013 - July 2014
Home Shopping Network June 2013 - August 2013
Private French Residence October 2012 - January 2013
Citizen Property Insurance August 2010 - August 2012
Raymond James Financial Inc May 2010 - August 2010
Skills
Project Management, Microsoft Office, Business Analysis, Customer Service, Windows, Service Desk Management, daptiv, Web Design, Strategy, Visio, Project Planning, Troubleshooting, Management, Human Resources, SharePoint, Vendor Management, Recruiting, Endeavor, Public Relations, Access, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Social Media
Education
Azusa Pacific University 2013 — 2016
Masters of Art, Teaching English as a Second or Foreign Language/ESL Language Instructor
Florida State University 2009 — 2013
Bachelor of Science, Business Administration; Marketing
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
University of Strasbourg Ecole de Management
Business Management
Transamerica October 2014 - Present
YMCA August 2014 - Present
THINK Together October 2013 - July 2014
Home Shopping Network June 2013 - August 2013
Private French Residence October 2012 - January 2013
Citizen Property Insurance August 2010 - August 2012
Raymond James Financial Inc May 2010 - August 2010
Skills
Project Management, Microsoft Office, Business Analysis, Customer Service, Windows, Service Desk Management, daptiv, Web Design, Strategy, Visio, Project Planning, Troubleshooting, Management, Human Resources, SharePoint, Vendor Management, Recruiting, Endeavor, Public Relations, Access, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Social Media
Education
Azusa Pacific University 2013 — 2016
Masters of Art, Teaching English as a Second or Foreign Language/ESL Language Instructor
Florida State University 2009 — 2013
Bachelor of Science, Business Administration; Marketing
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
University of Strasbourg Ecole de Management
Business Management
Meg Porter Meg Porter's Raymond James Financial Inc. Experience July 2006 - Present
Job Photographer
Industry Photography
Experience
Self-employed January 2012 - Present
Raymond James Financial Inc. July 2006 - Present
Skills
Photography, Photoshop, Art, Fine Art, Graphic Design
Education
Art Institute of Atlanta 2008 — 2011
Commercial Photography, Photography
Georgia Perimeter College 2006 — 2008
Master of Library & Information Science (M.L.I.S.), Library Science
Self-employed January 2012 - Present
Raymond James Financial Inc. July 2006 - Present
Skills
Photography, Photoshop, Art, Fine Art, Graphic Design
Education
Art Institute of Atlanta 2008 — 2011
Commercial Photography, Photography
Georgia Perimeter College 2006 — 2008
Master of Library & Information Science (M.L.I.S.), Library Science
Scott Rockstad Scott Rockstad's Raymond James Financial Inc. Experience September 2014 - Present
Job Software Deployment Admin at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Secure Mission Solutions February 2010 - July 2013
Skills
SCCM, Windows 7, Windows Server, System Administration, Desktop Support, Help Desk Support, Active Directory, Troubleshooting, Customer Service, Antivirus, Print Servers, Hardware, Operating Systems, Security+, Computer Security, Windows, Networking, Network Security, Security, VPN, DNS, Software Licensing, IT Procurement, WSUS, Batch scripting, VBScript, Customer Relationships, FTP/SFTP, Group Policy Objects..., DHCP, WinPE/BartPE, Symantec Ghost, MS Office Suite, Desktop Deployment, Software Deployment
Education
Appalachian State University 1986 — 1991
BSBA, Computer Information Systems
Raymond James Financial Inc. September 2014 - Present
Secure Mission Solutions February 2010 - July 2013
Skills
SCCM, Windows 7, Windows Server, System Administration, Desktop Support, Help Desk Support, Active Directory, Troubleshooting, Customer Service, Antivirus, Print Servers, Hardware, Operating Systems, Security+, Computer Security, Windows, Networking, Network Security, Security, VPN, DNS, Software Licensing, IT Procurement, WSUS, Batch scripting, VBScript, Customer Relationships, FTP/SFTP, Group Policy Objects..., DHCP, WinPE/BartPE, Symantec Ghost, MS Office Suite, Desktop Deployment, Software Deployment
Education
Appalachian State University 1986 — 1991
BSBA, Computer Information Systems
Meg Porter Meg Porter's Raymond James Financial Inc. Experience July 2007 - July 2014
Job Lead Photographer at Meg Porter Photography
Industry Photography
Experience
Meg Porter Photography December 2010 - Present
Raymond James Financial Inc. July 2007 - July 2014
Skills
Photography, Communications, Photo Editing, People Skills, Writing, Blogging
Education
Art Institute of Atlanta
Photography, Commercial Photography
Meg Porter Photography December 2010 - Present
Raymond James Financial Inc. July 2007 - July 2014
Skills
Photography, Communications, Photo Editing, People Skills, Writing, Blogging
Education
Art Institute of Atlanta
Photography, Commercial Photography
Erik Melang's Raymond James Financial Inc. Experience November 2009 - January 2013
Job Chief Impact Officer at Impactive Holdings
Industry Financial Services
Experience
Impactive Holdings January 2015 - Present
Clean Energy Advisors, LLC January 2014 - Present
Opper Melang Restaurant Group January 2008 - December 2013
Raymond James Financial Inc. November 2009 - January 2013
Ameriprise Financial Services, Inc. January 1994 - November 2009
Skills
Management, Strategic Planning, Strategic Financial..., Finance, Investments, Financial Modeling, Financial Analysis, Customer Service, Budgets, Asset Management, Investment Banking, PowerPoint, Accounting, Research, Risk Management, Due Diligence, Leadership, Alternative Investments, Social Networking, Financial Reporting, Negotiation, Business Development, Portfolio Management, Investment Strategies, Securities, Financial Advisory, Windows, Public Speaking, Sales Management, Contract Negotiation, Insurance, Mergers & Acquisitions, Investment Advisory, Asset Allocation, Project Finance, Renewable Energy, Solar Energy, Utility Industry, Environmental Policy, Impact Investing, Social Enterprise, Start-ups
Education
Walker College of Business, Appalachian State University 1991 — 1992
Master of Business Administration (MBA), International Finance
Appalachian State University 1983 — 1987
Bachelor's Degree, Finance, International business
Impactive Holdings January 2015 - Present
Clean Energy Advisors, LLC January 2014 - Present
Opper Melang Restaurant Group January 2008 - December 2013
Raymond James Financial Inc. November 2009 - January 2013
Ameriprise Financial Services, Inc. January 1994 - November 2009
Skills
Management, Strategic Planning, Strategic Financial..., Finance, Investments, Financial Modeling, Financial Analysis, Customer Service, Budgets, Asset Management, Investment Banking, PowerPoint, Accounting, Research, Risk Management, Due Diligence, Leadership, Alternative Investments, Social Networking, Financial Reporting, Negotiation, Business Development, Portfolio Management, Investment Strategies, Securities, Financial Advisory, Windows, Public Speaking, Sales Management, Contract Negotiation, Insurance, Mergers & Acquisitions, Investment Advisory, Asset Allocation, Project Finance, Renewable Energy, Solar Energy, Utility Industry, Environmental Policy, Impact Investing, Social Enterprise, Start-ups
Education
Walker College of Business, Appalachian State University 1991 — 1992
Master of Business Administration (MBA), International Finance
Appalachian State University 1983 — 1987
Bachelor's Degree, Finance, International business
Stephen Bone Stephen Bone's Raymond James Financial Inc. Experience July 2008 - May 2012
Job Managing Director | Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald November 2014 - Present
Wunderlich Securities May 2014 - September 2014
KGS-Alpha Capital Markets May 2012 - August 2013
Raymond James Financial Inc. July 2008 - May 2012
Bear Stearns June 2006 - July 2008
Morgan Keegan & Co Inc June 1996 - June 2006
First Tennessee Bank October 1993 - June 1996
Skills
Capital Markets, Fixed Income, MBS, Structured Products, Derivatives, Financial Institutions, Visualization Software, Interest Rate Risk...
Education
Arkansas State University 1992 — 1993
M.B.A., Finance
Arkansas State University 1987 — 1991
Bachelor of Science (B.S.), Finance
Cantor Fitzgerald November 2014 - Present
Wunderlich Securities May 2014 - September 2014
KGS-Alpha Capital Markets May 2012 - August 2013
Raymond James Financial Inc. July 2008 - May 2012
Bear Stearns June 2006 - July 2008
Morgan Keegan & Co Inc June 1996 - June 2006
First Tennessee Bank October 1993 - June 1996
Skills
Capital Markets, Fixed Income, MBS, Structured Products, Derivatives, Financial Institutions, Visualization Software, Interest Rate Risk...
Education
Arkansas State University 1992 — 1993
M.B.A., Finance
Arkansas State University 1987 — 1991
Bachelor of Science (B.S.), Finance
Chanley Christman Chanley Christman's Raymond James Financial Inc. Experience 1997 - Present
Job Financial Advisor at Quest Wealth Solutions, Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. 1997 - Present
Ernst & Young January 1993 - June 1995
Education
Case Western Reserve University 1995 — 1996
Master of Business Administration (MBA), Finance, General
Asbury College 1988 — 1992
Bachelor of Arts (B.A.), Accounting and Business/Management
Raymond James Financial Inc. 1997 - Present
Ernst & Young January 1993 - June 1995
Education
Case Western Reserve University 1995 — 1996
Master of Business Administration (MBA), Finance, General
Asbury College 1988 — 1992
Bachelor of Arts (B.A.), Accounting and Business/Management
Edward (Trey) Fisher III Edward (Trey) Fisher III's Raymond James Financial Inc. Experience June 2015 - Present
Job Project Manager at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. July 2012 - June 2015
Raymond James Financial, Inc. November 2004 - July 2012
CrossCom National February 2003 - October 2004
Switch and Data January 2001 - January 2002
2nd Century Communication March 2000 - December 2000
Rhythms NetConnections November 1999 - March 2000
AT&T October 1998 - November 1999
TCI September 1997 - October 1998
Skills
Telephony, Cisco Technologies, VoIP, SIP, Avaya, Video Conferencing, Tandberg, Switches, TCP/IP, Servers, Data Center, Windows Server, Project Management, Network Security, Cisco IOS, Routers, Troubleshooting, Disaster Recovery, VPN, Polycom Video..., Avaya IP Telephony, Microsoft SQL Server, Microsoft Office 2007, Lync, Cisco UCS, Systems Engineering, Written & Oral..., Avaya Aura, Unified Messaging, Contact Centers, Nortel Meridian, Norstar, Call Pilot, Trading Systems, NICE Call Recording, ACD, E&M, MPLS, Telecommunications, Technical Support, LAN-WAN, Network Architecture, Avaya Technologies, Microsoft Office
Education
American InterContinental University 2009 — 2011
Master's degree, Information Technology Project Management, 3.96
American InterContinental University 2003 — 2004
Bachelor's degree, Computer Systems Networking and Telecommunications, 4.0
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. July 2012 - June 2015
Raymond James Financial, Inc. November 2004 - July 2012
CrossCom National February 2003 - October 2004
Switch and Data January 2001 - January 2002
2nd Century Communication March 2000 - December 2000
Rhythms NetConnections November 1999 - March 2000
AT&T October 1998 - November 1999
TCI September 1997 - October 1998
Skills
Telephony, Cisco Technologies, VoIP, SIP, Avaya, Video Conferencing, Tandberg, Switches, TCP/IP, Servers, Data Center, Windows Server, Project Management, Network Security, Cisco IOS, Routers, Troubleshooting, Disaster Recovery, VPN, Polycom Video..., Avaya IP Telephony, Microsoft SQL Server, Microsoft Office 2007, Lync, Cisco UCS, Systems Engineering, Written & Oral..., Avaya Aura, Unified Messaging, Contact Centers, Nortel Meridian, Norstar, Call Pilot, Trading Systems, NICE Call Recording, ACD, E&M, MPLS, Telecommunications, Technical Support, LAN-WAN, Network Architecture, Avaya Technologies, Microsoft Office
Education
American InterContinental University 2009 — 2011
Master's degree, Information Technology Project Management, 3.96
American InterContinental University 2003 — 2004
Bachelor's degree, Computer Systems Networking and Telecommunications, 4.0
Joseph Mercer Joseph Mercer's Raymond James Financial Inc. Experience July 2012 - June 2014
Job Associate at Dos Rios Partners
Industry Venture Capital & Private Equity
Experience
Dos Rios Partners July 2014 - Present
Raymond James Financial Inc. July 2012 - June 2014
Baylor Angel Network November 2010 - May 2012
Education
Baylor University 2008 — 2012
BBA, Baylor Business Fellows/Accounting/Economics/Finance
Dos Rios Partners July 2014 - Present
Raymond James Financial Inc. July 2012 - June 2014
Baylor Angel Network November 2010 - May 2012
Education
Baylor University 2008 — 2012
BBA, Baylor Business Fellows/Accounting/Economics/Finance
Schnelange Valcin Schnelange Valcin's Raymond James Financial Inc. Experience November 2013 - January 2014
Job Systems Engineer at Tata Consultancy Services
Industry Information Technology and Services
Experience
Tata Consultancy Services February 2014 - Present
Raymond James Financial Inc. November 2013 - January 2014
BayCare Health System June 2008 - June 2013
Dell September 2006 - September 2008
CGS (Computer Generated Solutions) July 2005 - September 2006
ECE (IT Consultant) April 2003 - July 2005
Hewlett Packard (Desktop Support) December 2000 - January 2003
Skills
System Administration, Windows Server, Active Directory, Healthcare Information..., System Center Service..., Troubleshooting, Disaster Recovery, System Center, VMWare-Vcenter, System Center Virtual, WSUS (Windows Server..., MDT (Microsoft..., Scripting, Ethical Hacking, Imaging, WDS, SCCM 2012, Application Packager, Ghost Imaging, Groutp Policy, Citrix, SharePoint, CEH
Education
American InterContinental University 2000 — 2003
Bachelor's Degree, Information Technology
Tata Consultancy Services February 2014 - Present
Raymond James Financial Inc. November 2013 - January 2014
BayCare Health System June 2008 - June 2013
Dell September 2006 - September 2008
CGS (Computer Generated Solutions) July 2005 - September 2006
ECE (IT Consultant) April 2003 - July 2005
Hewlett Packard (Desktop Support) December 2000 - January 2003
Skills
System Administration, Windows Server, Active Directory, Healthcare Information..., System Center Service..., Troubleshooting, Disaster Recovery, System Center, VMWare-Vcenter, System Center Virtual, WSUS (Windows Server..., MDT (Microsoft..., Scripting, Ethical Hacking, Imaging, WDS, SCCM 2012, Application Packager, Ghost Imaging, Groutp Policy, Citrix, SharePoint, CEH
Education
American InterContinental University 2000 — 2003
Bachelor's Degree, Information Technology
Irina V. Dudina's Raymond James Financial Inc. Experience July 2010 - May 2011
Job Marketing Support
Industry Capital Markets
Experience
McKinley Capital Management July 2013 - November 2014
Connected Nation, Inc. January 2013 - May 2013
University of Alaska Anchorage August 2011 - May 2013
Raymond James Financial Inc. July 2010 - May 2011
NANA Management Services October 2008 - May 2010
Skills
Bilingual, Interpersonal Leadership, Microsoft Office, QuickBooks, Learning Quickly, Problem Solving, Adaptable to Changes, People-oriented, Active Team Player, Microsoft Excel, Access, Customer Service, PowerPoint, Microsoft Word, Research, Data Entry, Data Analysis, Administrative...
Education
University of Alaska Anchorage 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.4
University of Alaska Anchorage 2008 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Дальневосточный Государственный Университет Путей Сообщения (ДВГУПС) / Far Eastern State Transport University 2006 — 2008
Bachelor's degree, Emphasized on Logistics, Materials, and Supply Chain Management in General
McKinley Capital Management July 2013 - November 2014
Connected Nation, Inc. January 2013 - May 2013
University of Alaska Anchorage August 2011 - May 2013
Raymond James Financial Inc. July 2010 - May 2011
NANA Management Services October 2008 - May 2010
Skills
Bilingual, Interpersonal Leadership, Microsoft Office, QuickBooks, Learning Quickly, Problem Solving, Adaptable to Changes, People-oriented, Active Team Player, Microsoft Excel, Access, Customer Service, PowerPoint, Microsoft Word, Research, Data Entry, Data Analysis, Administrative...
Education
University of Alaska Anchorage 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.4
University of Alaska Anchorage 2008 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Дальневосточный Государственный Университет Путей Сообщения (ДВГУПС) / Far Eastern State Transport University 2006 — 2008
Bachelor's degree, Emphasized on Logistics, Materials, and Supply Chain Management in General
Elizabeth Morrison Elizabeth Morrison's Raymond James Financial Inc. Experience April 2014 - Present
Job Financial Advisor, Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2014 - Present
Asset Allocation Services, LLC April 2014 - Present
Raymond James Financial Inc. October 2013 - April 2014
IBERIABANK October 2012 - September 2013
Amegy Bank June 2007 - October 2012
Skills
401k, Asset Allocation, Wealth Management, Finance, Commercial Banking, Banking, Financial Analysis, Lines Of Credit, Portfolio Management, Business Development, Credit Risk, Credit, Credit Analysis, Small Business Lending, Commercial Lending
Education
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Economics
Raymond James Financial Inc. April 2014 - Present
Asset Allocation Services, LLC April 2014 - Present
Raymond James Financial Inc. October 2013 - April 2014
IBERIABANK October 2012 - September 2013
Amegy Bank June 2007 - October 2012
Skills
401k, Asset Allocation, Wealth Management, Finance, Commercial Banking, Banking, Financial Analysis, Lines Of Credit, Portfolio Management, Business Development, Credit Risk, Credit, Credit Analysis, Small Business Lending, Commercial Lending
Education
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Economics
Allie Rostron Allie Rostron's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Investor Relations at Dell
Industry Information Technology and Services
Experience
Dell September 2015 - Present
Dell February 2015 - August 2015
Dell August 2014 - February 2015
The Crossing Cafe August 2013 - January 2014
Dell May 2013 - August 2013
Abilene Christian University January 2013 - May 2013
Raymond James Financial Inc. June 2012 - August 2012
Corner Drug Pharmacy May 2011 - August 2011
First State Bank June 2010 - August 2010
Skills
Customer Service, Pro-active Leader, Organization, Superior Work Ethic, Microsoft Office, Prezi, Social Media
Education
Abilene Christian University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Dell September 2015 - Present
Dell February 2015 - August 2015
Dell August 2014 - February 2015
The Crossing Cafe August 2013 - January 2014
Dell May 2013 - August 2013
Abilene Christian University January 2013 - May 2013
Raymond James Financial Inc. June 2012 - August 2012
Corner Drug Pharmacy May 2011 - August 2011
First State Bank June 2010 - August 2010
Skills
Customer Service, Pro-active Leader, Organization, Superior Work Ethic, Microsoft Office, Prezi, Social Media
Education
Abilene Christian University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Clint Martinez's Raymond James Financial Inc. Experience June 2013 - March 2014
Job Outside Business Manager at Sands Chevrolet
Industry Automotive
Experience
Sands Chevrolet September 2015 - Present
Larry H Miller Toyota May 2015 - August 2015
Raymond James Financial Inc. June 2013 - March 2014
Edward Jones 2011 - 2013
City of Surprise 2001 - 2010
ABC Nissan July 1998 - January 1999
United States Marine Corps January 1991 - August 1998
Skills
Leadership, Customer Service, Marketing, Project Management, Strategic Planning, Sales, Coaching, Sales Management, Investments, Finance, Estate Planning, Creative Problem Solving, Customer Satisfaction, Compliance, Investment Advisory, Investment Strategies, Alternative Investments, Retirement Savings, Microsoft CRM, Public Speaking, Management, Team Building, Event Planning, Public Relations, Training, Retirement Planning, Insurance, IT Management
Education
Arizona State University 2008 — 2010
Grad school, Communication studies/ Recreation studies
University of Phoenix 1999 — 2005
Bachelor of Science (BS), Business Information Services
Sands Chevrolet September 2015 - Present
Larry H Miller Toyota May 2015 - August 2015
Raymond James Financial Inc. June 2013 - March 2014
Edward Jones 2011 - 2013
City of Surprise 2001 - 2010
ABC Nissan July 1998 - January 1999
United States Marine Corps January 1991 - August 1998
Skills
Leadership, Customer Service, Marketing, Project Management, Strategic Planning, Sales, Coaching, Sales Management, Investments, Finance, Estate Planning, Creative Problem Solving, Customer Satisfaction, Compliance, Investment Advisory, Investment Strategies, Alternative Investments, Retirement Savings, Microsoft CRM, Public Speaking, Management, Team Building, Event Planning, Public Relations, Training, Retirement Planning, Insurance, IT Management
Education
Arizona State University 2008 — 2010
Grad school, Communication studies/ Recreation studies
University of Phoenix 1999 — 2005
Bachelor of Science (BS), Business Information Services
Becca Blake Becca Blake's Raymond James Financial Inc. Experience August 2012 - July 2014
Job Project Coordinator at Black Box Network Services
Industry Financial Services
Experience
Black Box Network Services July 2014 - Present
Raymond James Financial Inc. August 2012 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Teaching, HTML, Data Analysis, Budgets, Teamwork, Access, Analysis, Data Entry, Leadership, Social Media
Education
Bellevue University 2014 — 2015
Master of Business Administration (M.B.A.), Accounting and Business/Management
Austin Peay State University 2010 — 2013
Bachelor of Business Administration (BBA), Business/Commerce, General
Black Box Network Services July 2014 - Present
Raymond James Financial Inc. August 2012 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Teaching, HTML, Data Analysis, Budgets, Teamwork, Access, Analysis, Data Entry, Leadership, Social Media
Education
Bellevue University 2014 — 2015
Master of Business Administration (M.B.A.), Accounting and Business/Management
Austin Peay State University 2010 — 2013
Bachelor of Business Administration (BBA), Business/Commerce, General
Kaushik Basu Kaushik Basu's Raymond James Financial Inc. Experience July 2013 - January 2014
Job Associate Level 6 at Deloitte Consulting
Industry Computer Software
Experience
Deloitte June 2014 - Present
Penske Truck Leasing February 2014 - June 2014
Raymond James Financial Inc. July 2013 - January 2014
BIAS Corporation December 2012 - May 2013
Oracle November 2010 - December 2012
Cox Communications December 2008 - September 2010
Boden Inc December 2005 - December 2008
NIIT February 2005 - December 2005
Boden Software Services July 2004 - February 2005
CMS Computers July 1997 - February 2004
Skills
Oracle RAC, Oracle, PL/SQL, Linux, Oracle ASM, Oracle Enterprise..., Oracle 11g, Exadata, Big Data, Oracle 12c, Oracle Streams, Oracle Warehouse..., Oracle Backup and..., Oracle Performance..., Oracle HR, Databases, Unix, Database Design, RMAN, ETL, Shell Scripting, SQL Tuning, Solaris, Oracle Applications, AIX, Oracle Database, IBM AIX
Education
Aligarh Muslim University 1994 — 1996
MBA, Marketing
Aligarh Muslim University 1990 — 1996
MBA, Management
Aligarh Muslim University 1990 — 1996
Bachelor of Science (B.Sc.), Chemical Engineering
Aligarh Muslim University 1990 — 1994
BSc. Engineering, Chemical
Deloitte June 2014 - Present
Penske Truck Leasing February 2014 - June 2014
Raymond James Financial Inc. July 2013 - January 2014
BIAS Corporation December 2012 - May 2013
Oracle November 2010 - December 2012
Cox Communications December 2008 - September 2010
Boden Inc December 2005 - December 2008
NIIT February 2005 - December 2005
Boden Software Services July 2004 - February 2005
CMS Computers July 1997 - February 2004
Skills
Oracle RAC, Oracle, PL/SQL, Linux, Oracle ASM, Oracle Enterprise..., Oracle 11g, Exadata, Big Data, Oracle 12c, Oracle Streams, Oracle Warehouse..., Oracle Backup and..., Oracle Performance..., Oracle HR, Databases, Unix, Database Design, RMAN, ETL, Shell Scripting, SQL Tuning, Solaris, Oracle Applications, AIX, Oracle Database, IBM AIX
Education
Aligarh Muslim University 1994 — 1996
MBA, Marketing
Aligarh Muslim University 1990 — 1996
MBA, Management
Aligarh Muslim University 1990 — 1996
Bachelor of Science (B.Sc.), Chemical Engineering
Aligarh Muslim University 1990 — 1994
BSc. Engineering, Chemical
Penton Cook Penton Cook's Raymond James Financial Inc. Experience November 2014 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Harbor Financial Services June 2007 - November 2014
Raymond James Financial Inc. August 2004 - June 2007
Morgan Stanley May 1992 - August 2004
J C Bradford and Company February 1988 - May 1992
E F Hutton & Company October 1980 - February 1988
Skills
Variable Annuities, Mutual Funds, Rollovers, Managed Money, Qualified Retirement..., Long Term Care Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Tax Advantaged..., Investments, Life Insurance, Stocks, Bonds
Education
Auburn University
Master of Business Administration (M.B.A.), Bachelor of Science (B.S.), Finance
Raymond James Financial Inc. November 2014 - Present
Harbor Financial Services June 2007 - November 2014
Raymond James Financial Inc. August 2004 - June 2007
Morgan Stanley May 1992 - August 2004
J C Bradford and Company February 1988 - May 1992
E F Hutton & Company October 1980 - February 1988
Skills
Variable Annuities, Mutual Funds, Rollovers, Managed Money, Qualified Retirement..., Long Term Care Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Tax Advantaged..., Investments, Life Insurance, Stocks, Bonds
Education
Auburn University
Master of Business Administration (M.B.A.), Bachelor of Science (B.S.), Finance
Ryan Chenier Ryan Chenier's Raymond James Financial Inc. Experience September 2007 - November 2008
Job Sr. Operational Support at Bradford Company
Industry Higher Education
Experience
Bradford Company March 2014 - Present
GFT Markets November 2008 - March 2014
Raymond James Financial Inc. September 2007 - November 2008
Edward Jones June 2006 - August 2007
Skills
Salesforce.com, Customer Service, Sales, FX trading, Equities, Microsoft Office, MetaTrader, 401k, IRAs, Roth IRA, Municipal Bonds, Customer Retention, Risk Management, FX Trading
Education
Northern Michigan University 2004 — 2006
Bachelor of Science (B.S.), Major: Entertainment and Sports Promotion. Minor: Business Administration
Bay de Noc Community College 2002 — 2004
Bradford Company March 2014 - Present
GFT Markets November 2008 - March 2014
Raymond James Financial Inc. September 2007 - November 2008
Edward Jones June 2006 - August 2007
Skills
Salesforce.com, Customer Service, Sales, FX trading, Equities, Microsoft Office, MetaTrader, 401k, IRAs, Roth IRA, Municipal Bonds, Customer Retention, Risk Management, FX Trading
Education
Northern Michigan University 2004 — 2006
Bachelor of Science (B.S.), Major: Entertainment and Sports Promotion. Minor: Business Administration
Bay de Noc Community College 2002 — 2004
Anna Macias's Raymond James Financial Inc. Experience January 2007 - June 2010
Job CIM, CFP, CDFA
Industry Financial Services
Experience
Craig & Taylor Associates - IPC Securities April 2014 - Present
Canaccord Genuity Wealth Management - IP Strategies May 2010 - December 2013
Raymond James Financial Inc. January 2007 - June 2010
ACT Conferencing, a PGi Company 2000 - 2004
Skills
Investments, Wealth Management, Management, Investment Strategies, Strategy, Finance, Wealth, Portfolio Management, High Net Worth..., Retirement Planning, Financial Planning, Financial Services, Mutual Funds, Wealth Management..., Financial Advisory, Retirement
Education
Algonquin College of Applied Arts and Technology 2000 — 2004
Business Administration, Finance
Craig & Taylor Associates - IPC Securities April 2014 - Present
Canaccord Genuity Wealth Management - IP Strategies May 2010 - December 2013
Raymond James Financial Inc. January 2007 - June 2010
ACT Conferencing, a PGi Company 2000 - 2004
Skills
Investments, Wealth Management, Management, Investment Strategies, Strategy, Finance, Wealth, Portfolio Management, High Net Worth..., Retirement Planning, Financial Planning, Financial Services, Mutual Funds, Wealth Management..., Financial Advisory, Retirement
Education
Algonquin College of Applied Arts and Technology 2000 — 2004
Business Administration, Finance
Nathan Szenay's Raymond James Financial Inc. Experience May 2015 - Present
Job Clearance Associate
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
State of Illinois February 2014 - May 2014
bigelow construtction May 2012 - August 2012
Special Needs Transportation non-profit organization August 2010 - July 2011
Jimmy John's November 2010 - March 2011
Skills
Construction, Construction Management, Carpentry, Accounting, Leadership, Project Management, Data Analysis, Social Networking, Event Planning
Education
Albion College 2011 — 2015
Bachelor of Business Administration (BBA), Economics and mangement emphasis in Accounting, Business and Orginazations
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
State of Illinois February 2014 - May 2014
bigelow construtction May 2012 - August 2012
Special Needs Transportation non-profit organization August 2010 - July 2011
Jimmy John's November 2010 - March 2011
Skills
Construction, Construction Management, Carpentry, Accounting, Leadership, Project Management, Data Analysis, Social Networking, Event Planning
Education
Albion College 2011 — 2015
Bachelor of Business Administration (BBA), Economics and mangement emphasis in Accounting, Business and Orginazations
Jared Larkin's Raymond James Financial Inc. Experience May 2007 - September 2012
Job Senior Consultant at Farewell Concepts
Industry Marketing and Advertising
Experience
KIALOA Paddles 2013 - Present
Farewell Concepts August 2012 - Present
TiasNimbas Business School September 2012 - July 2013
Raymond James Financial Inc. May 2007 - September 2012
Redmond Proficiency Academy August 2011 - August 2012
A.G. Edwards June 2005 - May 2007
Skills
Consulting, Certified Financial..., Business Analysis, Project Management, Strategic Planning, Financial Analysis, Sales Management, Analysis, Market Research, Marketing Strategy, Operations Management, Sales, Networking, Portfolio Management
Education
TiasNimbas Business School 2012 — 2013
Master of Business Administration (MBA)
Western Oregon University 2004 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
KIALOA Paddles 2013 - Present
Farewell Concepts August 2012 - Present
TiasNimbas Business School September 2012 - July 2013
Raymond James Financial Inc. May 2007 - September 2012
Redmond Proficiency Academy August 2011 - August 2012
A.G. Edwards June 2005 - May 2007
Skills
Consulting, Certified Financial..., Business Analysis, Project Management, Strategic Planning, Financial Analysis, Sales Management, Analysis, Market Research, Marketing Strategy, Operations Management, Sales, Networking, Portfolio Management
Education
TiasNimbas Business School 2012 — 2013
Master of Business Administration (MBA)
Western Oregon University 2004 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Lindsey Crosby Lindsey Crosby's Raymond James Financial Inc. Experience June 1999 - November 2006
Job Assistant Store Manager at Starbucks Coffee Company
Industry Food & Beverages
Experience
Team Beachbody Coach April 2014 - Present
Starbucks Coffee Company November 2006 - April 2013
Gulf Coast Juniors Volleyball Club January 2003 - May 2012
Raymond James Financial Inc. June 1999 - November 2006
Skills
Coffee, Espresso, Inventory Management, New Store Development, Customer Service, Loss Prevention, Cashiering, Store Management, Merchandising, Inventory Control, Store Operations, Retail, Food Service, Multi-unit, Process Scheduler, Visual Merchandising, Time Management, Microsoft Office, Food Safety, Retail Sales, Profit, Cash Register
Education
Barry University 2008 — 2011
Bachelor of Science (B.S.), Sport Management
Manatee Community College 2002 — 2004
Associate of Arts (A.A.)
Keswick Christian High School 1989 — 2002
Team Beachbody Coach April 2014 - Present
Starbucks Coffee Company November 2006 - April 2013
Gulf Coast Juniors Volleyball Club January 2003 - May 2012
Raymond James Financial Inc. June 1999 - November 2006
Skills
Coffee, Espresso, Inventory Management, New Store Development, Customer Service, Loss Prevention, Cashiering, Store Management, Merchandising, Inventory Control, Store Operations, Retail, Food Service, Multi-unit, Process Scheduler, Visual Merchandising, Time Management, Microsoft Office, Food Safety, Retail Sales, Profit, Cash Register
Education
Barry University 2008 — 2011
Bachelor of Science (B.S.), Sport Management
Manatee Community College 2002 — 2004
Associate of Arts (A.A.)
Keswick Christian High School 1989 — 2002
Justin Wai Justin Wai's Raymond James Financial Inc. Experience August 2014 - Present
Job Equity Research at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Inc. October 2012 - September 2014
Raymond James & Associates, Inc August 2011 - October 2012
Student Managed Investment Fund August 2010 - May 2011
Alpha Kappa Psi 2010 - May 2011
Hyde Park Capital Partners, LLC September 2010 - January 2011
Prudential Commercial Real Estate October 2009 - February 2010
Long Doggers May 2004 - May 2007
Skills
Financial Analysis, Mergers & Acquisitions, Equities, Finance, Portfolio Management, Analysis, Banking, Credit, Financial Risk, Investment Banking, Valuation
Education
University of South Florida 2007 — 2011
Bachelors, Finance; Economics; Mathematics
University of South Florida 2007 — 2011
Bachelors of Science, Finance and Economics; interest in Mathematics
University of South Florida - College of Business Administration 2007 — 2011
BS, Finance and Economics
Charles Darwin University
Fitch Learning
Quinnipiac University
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Inc. October 2012 - September 2014
Raymond James & Associates, Inc August 2011 - October 2012
Student Managed Investment Fund August 2010 - May 2011
Alpha Kappa Psi 2010 - May 2011
Hyde Park Capital Partners, LLC September 2010 - January 2011
Prudential Commercial Real Estate October 2009 - February 2010
Long Doggers May 2004 - May 2007
Skills
Financial Analysis, Mergers & Acquisitions, Equities, Finance, Portfolio Management, Analysis, Banking, Credit, Financial Risk, Investment Banking, Valuation
Education
University of South Florida 2007 — 2011
Bachelors, Finance; Economics; Mathematics
University of South Florida 2007 — 2011
Bachelors of Science, Finance and Economics; interest in Mathematics
University of South Florida - College of Business Administration 2007 — 2011
BS, Finance and Economics
Charles Darwin University
Fitch Learning
Quinnipiac University
Franz Jake Metzler's Raymond James Financial Inc. Experience October 2012 - Present
Job Operations Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2012 - Present
Island Stock Transfer May 2010 - October 2012
Dominion Mechanical May 2008 - August 2008
Skills
IPO, Securities, Investor Relations, Private Equity, Venture Capital, Capital Markets, Equities, Investments, Mergers & Acquisitions, Investment Banking, Finance, Trading, Corporate Finance, Hedge Funds, Microsoft Office, Customer Service, Financial Modeling, Financial Services
Education
Ball State University - College of Business 2005 — 2009
Business Administration, Business Administration and Management, General
Raymond James Financial Inc. October 2012 - Present
Island Stock Transfer May 2010 - October 2012
Dominion Mechanical May 2008 - August 2008
Skills
IPO, Securities, Investor Relations, Private Equity, Venture Capital, Capital Markets, Equities, Investments, Mergers & Acquisitions, Investment Banking, Finance, Trading, Corporate Finance, Hedge Funds, Microsoft Office, Customer Service, Financial Modeling, Financial Services
Education
Ball State University - College of Business 2005 — 2009
Business Administration, Business Administration and Management, General
Nina Mendall's Raymond James Financial Inc. Experience January 1987 - Present
Job Certified Financial Planner at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 1987 - Present
Skills
Retirement Planning, Investments, Series 7, Portfolio Management, Strategic Financial..., Wealth Management, Securities, Finance, Retirement, Financial Advisory, Risk Management, Estate Planning, Financial Services, Investment Advisory, Coaching, Financial Planning
Education
University of Maine
Bachelor’s of Arts, Sociology with a minor in English
Bates College
Raymond James Financial Inc. January 1987 - Present
Skills
Retirement Planning, Investments, Series 7, Portfolio Management, Strategic Financial..., Wealth Management, Securities, Finance, Retirement, Financial Advisory, Risk Management, Estate Planning, Financial Services, Investment Advisory, Coaching, Financial Planning
Education
University of Maine
Bachelor’s of Arts, Sociology with a minor in English
Bates College
Meaghan Leavitt Meaghan Leavitt's Raymond James Financial Inc. Experience April 2012 - Present
Job Support Analyst at Raymond James and Associates
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Walt Disney World August 2008 - March 2013
NCR Corporation June 2010 - January 2012
MWR June 2009 - December 2009
St. Petersburg College January 2001 - June 2001
Loyola Marymount University January 2000 - May 2000
Loyola Marymount University November 1998 - May 1999
Skills
Troubleshooting, Software Installation, Hardware, Document Management, Scanners, SharePoint, Access, Microsoft Office, System Administration, Outlook, Customer Service, Windows, Help Desk Support, Windows 7, Printers, Active Directory, Computer Hardware, XP, Windows Server, Disaster Recovery, Technical Support, Software Documentation, Servers, Operating Systems, Citrix, Blackberry Enterprise..., Networking, VMware, VPN, Routers, ITIL, Blackberry, TCP/IP, Switches, Security, Windows XP
Education
Austin Peay State University 2004 — 2010
Bachelor of Science (B.S.), Computer Information Systems
St. Petersburg College 2000 — 2003
Associate of Arts (A.A.)
Loyola Marymount University 1998 — 2000
Computer Science
St. Petersburg Catholic 1994 — 1998
High School Diploma
Raymond James Financial Inc. April 2012 - Present
Walt Disney World August 2008 - March 2013
NCR Corporation June 2010 - January 2012
MWR June 2009 - December 2009
St. Petersburg College January 2001 - June 2001
Loyola Marymount University January 2000 - May 2000
Loyola Marymount University November 1998 - May 1999
Skills
Troubleshooting, Software Installation, Hardware, Document Management, Scanners, SharePoint, Access, Microsoft Office, System Administration, Outlook, Customer Service, Windows, Help Desk Support, Windows 7, Printers, Active Directory, Computer Hardware, XP, Windows Server, Disaster Recovery, Technical Support, Software Documentation, Servers, Operating Systems, Citrix, Blackberry Enterprise..., Networking, VMware, VPN, Routers, ITIL, Blackberry, TCP/IP, Switches, Security, Windows XP
Education
Austin Peay State University 2004 — 2010
Bachelor of Science (B.S.), Computer Information Systems
St. Petersburg College 2000 — 2003
Associate of Arts (A.A.)
Loyola Marymount University 1998 — 2000
Computer Science
St. Petersburg Catholic 1994 — 1998
High School Diploma
Chad Puryear Chad Puryear's Raymond James Financial Inc. Experience 2003 - Present
Job Senior Vice President at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2003 - Present
Treasurer of State, Arkansas 1999 - 2003
KPMG 1997 - 1999
Skills
Portfolio Management, Fixed Income, Institutional..., Series 7, Asset Management, Series 63, Bonds, Financial Reporting, Accounting, Auditing, Bloomberg, Financial Analysis, Finance, Investments, Securities, Capital Markets, Asset Allocation, Banking
Education
Arkansas State University 1992 — 1997
Bachelor of Science, Accounting
Raymond James Financial Inc. 2003 - Present
Treasurer of State, Arkansas 1999 - 2003
KPMG 1997 - 1999
Skills
Portfolio Management, Fixed Income, Institutional..., Series 7, Asset Management, Series 63, Bonds, Financial Reporting, Accounting, Auditing, Bloomberg, Financial Analysis, Finance, Investments, Securities, Capital Markets, Asset Allocation, Banking
Education
Arkansas State University 1992 — 1997
Bachelor of Science, Accounting
Sandy Noble Sandy Noble's Raymond James Financial Inc. Experience September 1999 - May 2002
Job Manager, Pricing Execution & Strategy at Perceptive Software
Industry Computer Software
Experience
Perceptive Software July 2013 - Present
Perceptive Software February 2011 - July 2013
YRC Worldwide, Inc. March 2006 - February 2011
Yellow Transportation 2002 - 2006
Raymond James Financial Inc. September 1999 - May 2002
Skills
Pricing, Pricing Strategy, Finance, Competitive Analysis, Pricing Analysis, Analytics, Business Analysis, Data Analysis, Market Analysis, Financial Analysis, Analysis, Business Development, Cross-functional Team..., Strategic Planning, Budgets, Investments, Strategy, Business Strategy, Product Management, Management, Marketing, Marketing Strategy, CRM
Education
Baker University 2003 — 2005
MBA, Business
University of Nebraska-Lincoln 1996 — 2002
Bachelor of Science, Finance and MIS
Perceptive Software July 2013 - Present
Perceptive Software February 2011 - July 2013
YRC Worldwide, Inc. March 2006 - February 2011
Yellow Transportation 2002 - 2006
Raymond James Financial Inc. September 1999 - May 2002
Skills
Pricing, Pricing Strategy, Finance, Competitive Analysis, Pricing Analysis, Analytics, Business Analysis, Data Analysis, Market Analysis, Financial Analysis, Analysis, Business Development, Cross-functional Team..., Strategic Planning, Budgets, Investments, Strategy, Business Strategy, Product Management, Management, Marketing, Marketing Strategy, CRM
Education
Baker University 2003 — 2005
MBA, Business
University of Nebraska-Lincoln 1996 — 2002
Bachelor of Science, Finance and MIS
Emerson King's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Senior at Amherst College
Industry Marketing and Advertising
Experience
Amherst College October 2012 - Present
Google June 2015 - August 2015
OPT Central, LLC June 2014 - July 2014
Raymond James Financial Inc. June 2013 - August 2013
Doral Business Council June 2012 - July 2013
Emerson King's Music Instruction 2008 - July 2013
Give Back Your Pack January 2010 - September 2012
Miami-Dade Hugh O'Brian Youth Leadership August 2010 - May 2012
The Wharton School July 2011 - August 2011
Skills
Fundraising, Social Networking, Nonprofits, Community Outreach, Public Speaking, Teamwork, Event Planning, PowerPoint, Research, Event Management, Musical Performance, Volunteer Management, Health Education, Musical Composition, Mac OS X, Social Media Marketing, Microsoft Excel, Spanish, Google Analytics, Google Adwords
Education
Amherst College 2012 — 2016
Bachelor of Arts (B.A.), History
Coral Reef Senior High 2008 — 2012
International Baccalaureate (IB) Program
Amherst College October 2012 - Present
Google June 2015 - August 2015
OPT Central, LLC June 2014 - July 2014
Raymond James Financial Inc. June 2013 - August 2013
Doral Business Council June 2012 - July 2013
Emerson King's Music Instruction 2008 - July 2013
Give Back Your Pack January 2010 - September 2012
Miami-Dade Hugh O'Brian Youth Leadership August 2010 - May 2012
The Wharton School July 2011 - August 2011
Skills
Fundraising, Social Networking, Nonprofits, Community Outreach, Public Speaking, Teamwork, Event Planning, PowerPoint, Research, Event Management, Musical Performance, Volunteer Management, Health Education, Musical Composition, Mac OS X, Social Media Marketing, Microsoft Excel, Spanish, Google Analytics, Google Adwords
Education
Amherst College 2012 — 2016
Bachelor of Arts (B.A.), History
Coral Reef Senior High 2008 — 2012
International Baccalaureate (IB) Program
Michele Branch Michele Branch's Raymond James Financial Inc. Experience February 2012 - Present
Job Security Access Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. February 2012 - Present
Raymond James Financial Inc. 2006 - 2012
Raymond James Financial Inc. 2004 - 2006
Raymond James Financial Inc. 2001 - 2004
Skills
Information Security, Security, Uniform Combined State..., Fixed Income, Financial Modeling, Asset Protection, CISSP, Alternative Investments, Financial Analysis, Valuation, Bonds, Capital Markets, Risk Assessment, FINRA, PCI DSS, IRAs, Investment Banking, 401k, Business Continuity, Information Security..., ITIL, Microsoft Certified..., Series 7, Series 63, Strategic Financial..., Asset Management, Risk Management, Asset Allocation, Hardware, Investment Advisory, Wealth Management, Securities, Financial Advisory, Firewalls, Retirement, Retirement Planning, Access, Blackberry, Active Directory, Citrix
Education
Davenport University 1997 — 2001
Associate of Business Administration, Major: CIS/MS Certified Product Specialist
Baker College of Auburn Hills
Bachelor of Information Technology and Security, Major: Information Assurance
Raymond James Financial Inc. February 2012 - Present
Raymond James Financial Inc. 2006 - 2012
Raymond James Financial Inc. 2004 - 2006
Raymond James Financial Inc. 2001 - 2004
Skills
Information Security, Security, Uniform Combined State..., Fixed Income, Financial Modeling, Asset Protection, CISSP, Alternative Investments, Financial Analysis, Valuation, Bonds, Capital Markets, Risk Assessment, FINRA, PCI DSS, IRAs, Investment Banking, 401k, Business Continuity, Information Security..., ITIL, Microsoft Certified..., Series 7, Series 63, Strategic Financial..., Asset Management, Risk Management, Asset Allocation, Hardware, Investment Advisory, Wealth Management, Securities, Financial Advisory, Firewalls, Retirement, Retirement Planning, Access, Blackberry, Active Directory, Citrix
Education
Davenport University 1997 — 2001
Associate of Business Administration, Major: CIS/MS Certified Product Specialist
Baker College of Auburn Hills
Bachelor of Information Technology and Security, Major: Information Assurance
Chris Delano Chris Delano's Raymond James Financial Inc. Experience January 2011 - January 2014
Job Information Security / Web Development
Industry Information Technology and Services
Experience
My SEO Guys June 2014 - June 2015
Raymond James Financial Inc. January 2011 - January 2014
Skills
Windows Server, Security, Active Directory, Microsoft SQL Server, Disaster Recovery, IIS, SharePoint, Customer Experience, Customer Insight, Software Documentation, System Administration, Access, Management, Windows 7, SDLC, Visio, Windows XP, Troubleshooting, Servers
Education
Everest University-Largo 2012 — 2014
Bachelor's degree, Computer Information Systems, Programming
My SEO Guys June 2014 - June 2015
Raymond James Financial Inc. January 2011 - January 2014
Skills
Windows Server, Security, Active Directory, Microsoft SQL Server, Disaster Recovery, IIS, SharePoint, Customer Experience, Customer Insight, Software Documentation, System Administration, Access, Management, Windows 7, SDLC, Visio, Windows XP, Troubleshooting, Servers
Education
Everest University-Largo 2012 — 2014
Bachelor's degree, Computer Information Systems, Programming
Kristen Pruitt's Raymond James Financial Inc. Experience July 2001 - August 2008
Job Financial Advisor, American Wealth Management Services, Investment Professionals Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. August 2008 - Present
Investment Professionals, Inc. August 2011 - February 2014
Raymond James Financial Inc. July 2001 - August 2008
Edward Jones August 2000 - July 2001
Skills
Asset Managment, Retirement Planning, Investments, Series 7, Long-term Care, Retirement
Education
Abilene Christian University 1992 — 1994
M.S., Social Services Administration
Abilene Christian University 1984 — 1988
B.S., Social Work
Investment Professionals, Inc. August 2008 - Present
Investment Professionals, Inc. August 2011 - February 2014
Raymond James Financial Inc. July 2001 - August 2008
Edward Jones August 2000 - July 2001
Skills
Asset Managment, Retirement Planning, Investments, Series 7, Long-term Care, Retirement
Education
Abilene Christian University 1992 — 1994
M.S., Social Services Administration
Abilene Christian University 1984 — 1988
B.S., Social Work
Meghan Makranyi's Raymond James Financial Inc. Experience June 2012 - Present
Job Peer Consultant Supervisor
Industry Financial Services
Experience
Alma College September 2013 - Present
Raymond James Financial Inc. June 2012 - Present
Alma College September 2014 - January 2015
Otsego County Community Foundation June 2014 - September 2014
Treetops Resort June 2011 - September 2011
Skills
Social Media Marketing, Resume Writing, Social Media, Customer Service, Budgets, Interpersonal..., Recruiting, Leadership, Finance, Critical Thinking
Education
Alma College 2012 — 2015
Bachelor of Arts (BA), Marketing, Senior
Alma College September 2013 - Present
Raymond James Financial Inc. June 2012 - Present
Alma College September 2014 - January 2015
Otsego County Community Foundation June 2014 - September 2014
Treetops Resort June 2011 - September 2011
Skills
Social Media Marketing, Resume Writing, Social Media, Customer Service, Budgets, Interpersonal..., Recruiting, Leadership, Finance, Critical Thinking
Education
Alma College 2012 — 2015
Bachelor of Arts (BA), Marketing, Senior
Brianna Sedivy Brianna Sedivy's Raymond James Financial Inc. Experience April 2013 - Present
Job New Accounts Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2013 - Present
Raymond James Financial Inc. October 2012 - April 2013
Hapag Lloyd America, Inc 2005 - 2011
Franklin Templeton Investments March 2008 - August 2008
Skills
Typing, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, PowerPoint, Access, Active Directory, MS-DOS, Adobe, Internet, Internet Explorer, Internet Security, 10 Key, Dreamweaver, FrontPage, UPS systems, VBA, Remote Access, Remote Desktop, Remote Control, Time Management, Organization, Training, Instructor-led Training, Training Manuals, Training Management, Oral & Written..., Pay Close Attention to..., Detailed Organization, Highly detail oriented, Self-driven, Motivated self-starter, Personality, Password Resets, Password Recovery, Windows 7, Windows Vista, Windows Phone, Customer Service
Education
Art Institute of Houston 2010 — 2010
University of Central Florida 1998 — 1999
Chemistry
Raymond James Financial Inc. April 2013 - Present
Raymond James Financial Inc. October 2012 - April 2013
Hapag Lloyd America, Inc 2005 - 2011
Franklin Templeton Investments March 2008 - August 2008
Skills
Typing, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, PowerPoint, Access, Active Directory, MS-DOS, Adobe, Internet, Internet Explorer, Internet Security, 10 Key, Dreamweaver, FrontPage, UPS systems, VBA, Remote Access, Remote Desktop, Remote Control, Time Management, Organization, Training, Instructor-led Training, Training Manuals, Training Management, Oral & Written..., Pay Close Attention to..., Detailed Organization, Highly detail oriented, Self-driven, Motivated self-starter, Personality, Password Resets, Password Recovery, Windows 7, Windows Vista, Windows Phone, Customer Service
Education
Art Institute of Houston 2010 — 2010
University of Central Florida 1998 — 1999
Chemistry
Leah Bryan Cox's Raymond James Financial Inc. Experience February 2006 - June 2010
Job Mechanical Drafter
Industry Design
Experience
Pelican Energy Consultants May 2013 - March 2015
Northshore Technical Community College January 2012 - May 2013
Raymond James Financial Inc. February 2006 - June 2010
Collegiate Funding Services May 2000 - February 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, HTML, Budgets, Java, Public Speaking, Editing, AutoCAD, QuickBooks, Legal Assistance, Accounts Payable, Spreadsheets, CADWorx, Management, CAD
Education
Northshore Technical College-Sullivan Main Campus 2012 — 2013
Associate's degree, CAD/CADD Drafting and/or Design Technology/Technician
Pelican Energy Consultants May 2013 - March 2015
Northshore Technical Community College January 2012 - May 2013
Raymond James Financial Inc. February 2006 - June 2010
Collegiate Funding Services May 2000 - February 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, HTML, Budgets, Java, Public Speaking, Editing, AutoCAD, QuickBooks, Legal Assistance, Accounts Payable, Spreadsheets, CADWorx, Management, CAD
Education
Northshore Technical College-Sullivan Main Campus 2012 — 2013
Associate's degree, CAD/CADD Drafting and/or Design Technology/Technician
David Glazer's Raymond James Financial Inc. Experience November 2013 - Present
Job Assistant Regional Supervisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Raymond James Financial Inc. January 2012 - November 2013
Raymond James Financial Inc. September 2009 - January 2012
Prudential Financial March 2009 - September 2009
Sherwin Williams July 2006 - April 2009
Education
University of Florida 2012 — 2014
Master of Business Administration (MBA)
Auburn University, College of Business 2002 — 2006
Entrepreneurship & Family Business, Management, Economics, Business Creation
Raymond James Financial Inc. November 2013 - Present
Raymond James Financial Inc. January 2012 - November 2013
Raymond James Financial Inc. September 2009 - January 2012
Prudential Financial March 2009 - September 2009
Sherwin Williams July 2006 - April 2009
Education
University of Florida 2012 — 2014
Master of Business Administration (MBA)
Auburn University, College of Business 2002 — 2006
Entrepreneurship & Family Business, Management, Economics, Business Creation
Randy Roebuck, CFP Randy Roebuck, CFP's Raymond James Financial Inc. Experience March 2003 - Present
Job Branch Manager; Financial Advisor; Investment Advisor Representative at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. March 2003 - Present
Skills
Retirement Planning, Financial Advisory, Registered Investment..., 401k Rollovers, Wealth Management, Investments, Finance, Series 63, FINRA, Series 7, Securities, Asset Allocation
Education
Arkansas State University 1983 — 1984
Master's degree, Public Administration
Arkansas State University 1979 — 1983
Bachelor of Science (B.S.), Marketing
Raymond James Financial Inc. March 2003 - Present
Skills
Retirement Planning, Financial Advisory, Registered Investment..., 401k Rollovers, Wealth Management, Investments, Finance, Series 63, FINRA, Series 7, Securities, Asset Allocation
Education
Arkansas State University 1983 — 1984
Master's degree, Public Administration
Arkansas State University 1979 — 1983
Bachelor of Science (B.S.), Marketing
Ryan Reming Ryan Reming's Raymond James Financial Inc. Experience April 2012 - September 2012
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services April 2014 - Present
Roosevelt Group January 2011 - Present
Charles Schwab November 2013 - April 2014
Charles Schwab September 2012 - November 2013
Raymond James Financial Inc. April 2012 - September 2012
Skills
Data Analysis, Financial Analysis, Forecasting, Microsoft Excel, Leadership, Financial Markets, Asset Allocation, Wealth Management, Strategic Leadership, Financial Modeling, Adobe Creative Suite, International Economics, Photoshop, InDesign, Business Development, Producing, Business Planning, Communication, Investment Advisory, Investments, Asset Management, Portfolio Management, Securities, Finance, Mutual Funds, Series 7, Series 63
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
B.S. Economics, International Business, Communication
Raymond James Financial Services April 2014 - Present
Roosevelt Group January 2011 - Present
Charles Schwab November 2013 - April 2014
Charles Schwab September 2012 - November 2013
Raymond James Financial Inc. April 2012 - September 2012
Skills
Data Analysis, Financial Analysis, Forecasting, Microsoft Excel, Leadership, Financial Markets, Asset Allocation, Wealth Management, Strategic Leadership, Financial Modeling, Adobe Creative Suite, International Economics, Photoshop, InDesign, Business Development, Producing, Business Planning, Communication, Investment Advisory, Investments, Asset Management, Portfolio Management, Securities, Finance, Mutual Funds, Series 7, Series 63
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
B.S. Economics, International Business, Communication
Valdirene Pereira's Raymond James Financial Inc. Experience November 2010 - November 2012
Job Operations Manager Restaurant Manager | 10+ Years of Creating & Fostering WorldClass Customer Service
Industry Hospitality
Experience
Raymond James Financial Inc. November 2010 - November 2012
City University of New York November 2005 - November 2010
Skills
Event Management, Marketing Strategy, Management, Editing, Event Planning, Research, Public Relations, Social Media, Program Management, Public Speaking, Strategic Planning, Spanish, Translation, Television, Sales, Marketing, Final Cut Pro, Project Coordination, French, Photoshop, Storytelling, P&L, Customer Service
Education
City University of New York-Baruch College
Bachelor of Arts in Corporate Communications, Minor in Spanish, * Graduated with Honors and 3.8/4.0 GPA, cum laude
Laguardia Community College
Associates of Arts in International Studies, World Politics, International Relations, 3.5/ 4.0 GPA
Raymond James Financial Inc. November 2010 - November 2012
City University of New York November 2005 - November 2010
Skills
Event Management, Marketing Strategy, Management, Editing, Event Planning, Research, Public Relations, Social Media, Program Management, Public Speaking, Strategic Planning, Spanish, Translation, Television, Sales, Marketing, Final Cut Pro, Project Coordination, French, Photoshop, Storytelling, P&L, Customer Service
Education
City University of New York-Baruch College
Bachelor of Arts in Corporate Communications, Minor in Spanish, * Graduated with Honors and 3.8/4.0 GPA, cum laude
Laguardia Community College
Associates of Arts in International Studies, World Politics, International Relations, 3.5/ 4.0 GPA
Jonathan J. Doyle Jonathan J. Doyle's Raymond James Financial Inc. Experience 2013 - Present
Job Assistant General Counsel at Raymond James Financial Inc.
Industry Legal Services
Experience
Raymond James Financial Inc. 2013 - Present
Invesco Ltd. 2004 - 2013
Alston & Bird LLP 2000 - 2003
Smith, Gambrell & Russell, LLP 1998 - 2000
Skadden, Arps, Slate, Meagher & Flom LLP 1994 - 1998
Skills
Corporate Law, Corporate Governance, Mergers & Acquisitions, Mergers, Securities, Equities, Securities Regulation, Due Diligence, Licensing, Acquisitions, SEC filings, Securities Offerings, Cross-border..., Legal Writing, Legal Advice, IPO, SEC Filings
Education
Vanderbilt University Law School 1984 — 1987
JD, Law
Auburn University 1979 — 1983
BA - History - With Honors, History
Raymond James Financial Inc. 2013 - Present
Invesco Ltd. 2004 - 2013
Alston & Bird LLP 2000 - 2003
Smith, Gambrell & Russell, LLP 1998 - 2000
Skadden, Arps, Slate, Meagher & Flom LLP 1994 - 1998
Skills
Corporate Law, Corporate Governance, Mergers & Acquisitions, Mergers, Securities, Equities, Securities Regulation, Due Diligence, Licensing, Acquisitions, SEC filings, Securities Offerings, Cross-border..., Legal Writing, Legal Advice, IPO, SEC Filings
Education
Vanderbilt University Law School 1984 — 1987
JD, Law
Auburn University 1979 — 1983
BA - History - With Honors, History
Matt Diamond's Raymond James Financial Inc. Experience August 1992 - April 1993
Job Development & Sales
Industry Real Estate
Experience
Greenwich Castles LLC December 2007 - Present
William Raveis Real Estate May 2003 - Present
IBU Inc., Recruiting and Staffing Division 2014 - July 2015
DCU INTERNET November 1999 - April 2003
Auto by Internet August 1995 - October 1999
Raymond James Financial Inc. August 1992 - April 1993
Astro Chemicals June 1987 - August 1991
Skills
Buyer Representation, Sellers, First Time Home Buyers, Relocation, Listings, New Home Sales, Short Sales, Condos, Single Family Homes, Foreclosures, Referrals, Real Estate, ABR, Investment Properties, REO, Buyers, Investors, Luxury, Townhomes, Residential Homes
Education
University of Miami - School of Business 1989 — 1992
Bachelor of Business Administration (BBA), Marketing
Barry University 1986 — 1986
Florida State University 1984 — 1985
Liberal Arts and Sciences/Liberal Studies, A PLUS In Tomahawk
Pine Crest 1977 — 1984
High School, Football
Greenwich Castles LLC December 2007 - Present
William Raveis Real Estate May 2003 - Present
IBU Inc., Recruiting and Staffing Division 2014 - July 2015
DCU INTERNET November 1999 - April 2003
Auto by Internet August 1995 - October 1999
Raymond James Financial Inc. August 1992 - April 1993
Astro Chemicals June 1987 - August 1991
Skills
Buyer Representation, Sellers, First Time Home Buyers, Relocation, Listings, New Home Sales, Short Sales, Condos, Single Family Homes, Foreclosures, Referrals, Real Estate, ABR, Investment Properties, REO, Buyers, Investors, Luxury, Townhomes, Residential Homes
Education
University of Miami - School of Business 1989 — 1992
Bachelor of Business Administration (BBA), Marketing
Barry University 1986 — 1986
Florida State University 1984 — 1985
Liberal Arts and Sciences/Liberal Studies, A PLUS In Tomahawk
Pine Crest 1977 — 1984
High School, Football
Jenna Dannis's Raymond James Financial Inc. Experience July 2012 - February 2015
Job Analyst at MVision Private Equity Advisers
Industry Venture Capital & Private Equity
Experience
MVision Private Equity Advisers 2015 - Present
Raymond James Financial Inc. July 2012 - February 2015
Octagon July 2011 - December 2011
Education
Bates College 2008 — 2012
Bachelor of Arts, Politics, History, Asian Studies
Tuck School of Business at Dartmouth 2011 — 2011
Business Bridge Program
St. Paul's School 2004 — 2008
MVision Private Equity Advisers 2015 - Present
Raymond James Financial Inc. July 2012 - February 2015
Octagon July 2011 - December 2011
Education
Bates College 2008 — 2012
Bachelor of Arts, Politics, History, Asian Studies
Tuck School of Business at Dartmouth 2011 — 2011
Business Bridge Program
St. Paul's School 2004 — 2008
Vanessa Murray Vanessa Murray's Raymond James Financial Inc. Experience June 2010 - August 2012
Job MBA Candidate at University of Texas at Austin, McCombs School of Business
Industry
Experience
Access Point Financial, Inc. June 2015 - Present
ConocoPhillips May 2014 - August 2014
Raymond James Financial Inc. June 2010 - August 2012
Phil Dorr Fund 2009 - 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Investment Research, Financial Modeling, Financial Analysis, Microsoft Office, Customer Service, English, Windows, Photoshop, Teaching, HTML, Commodity Markets, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
Baylor University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
Access Point Financial, Inc. June 2015 - Present
ConocoPhillips May 2014 - August 2014
Raymond James Financial Inc. June 2010 - August 2012
Phil Dorr Fund 2009 - 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Investment Research, Financial Modeling, Financial Analysis, Microsoft Office, Customer Service, English, Windows, Photoshop, Teaching, HTML, Commodity Markets, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
Baylor University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
Kelly Jo Smith's Raymond James Financial Inc. Experience August 2005 - January 2013
Job Sr. Client Associate
Industry Financial Services
Experience
Gagne Wealth Management Inc March 2013 - Present
Raymond James Financial Inc. August 2005 - January 2013
Merrill Lynch September 1990 - August 2005
Skills
Proficient in Microsoft..., Operational Excellence, Exceptional People..., Organization, Office Management, Analytic Problem Solving, Creative Problem Solving, Mutual Funds
Education
Ball State University 1985 — 1990
Bachelor of Science (BS), Business
Oak Hill High School 1982 — 1985
Gagne Wealth Management Inc March 2013 - Present
Raymond James Financial Inc. August 2005 - January 2013
Merrill Lynch September 1990 - August 2005
Skills
Proficient in Microsoft..., Operational Excellence, Exceptional People..., Organization, Office Management, Analytic Problem Solving, Creative Problem Solving, Mutual Funds
Education
Ball State University 1985 — 1990
Bachelor of Science (BS), Business
Oak Hill High School 1982 — 1985
Jessica Conley Jessica Conley's Raymond James Financial Inc. Experience October 2010 - February 2014
Job Retirement Services Hotline Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
Raymond James Financial Inc. October 2010 - February 2014
Professional Educational Services Group October 2010 - October 2011
The Haunting September 2003 - November 2006
Skills
Retirement Planning, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, 401k Rollovers, 401k, Theatre History, Community Theatre, Directing, Singing, Acting, Voice Acting, Japanese culture, Mutual Funds, Equities, Investments, Series 7, Retirement
Education
Adrian College 2003 — 2007
Bachelor of Arts (B.A.), Japanese Studies and Theatre, 3.19
関西外国語大学 / Kansai Gaidai University 2006 — 2006
Certificate of Completion, East Asian Studies
Charles Schwab February 2014 - Present
Raymond James Financial Inc. October 2010 - February 2014
Professional Educational Services Group October 2010 - October 2011
The Haunting September 2003 - November 2006
Skills
Retirement Planning, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, 401k Rollovers, 401k, Theatre History, Community Theatre, Directing, Singing, Acting, Voice Acting, Japanese culture, Mutual Funds, Equities, Investments, Series 7, Retirement
Education
Adrian College 2003 — 2007
Bachelor of Arts (B.A.), Japanese Studies and Theatre, 3.19
関西外国語大学 / Kansai Gaidai University 2006 — 2006
Certificate of Completion, East Asian Studies
Megan Valeri's Raymond James Financial Inc. Experience August 2013 - March 2015
Job Retirement Plan Coordinator at Summit Benefit Solutions Inc
Industry Financial Services
Experience
Summit Benefit Solutions Inc August 2014 - Present
Raymond James Financial Inc. August 2013 - March 2015
McLane Company September 2010 - July 2013
Scottrade October 2009 - May 2010
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Research, Accounts Receivable, Retail, Management, Finance, Analysis, Process Improvement, Accounting, Financial Analysis, Forecasting, Account Reconciliation, Financial Reporting
Education
Amberton University 2012 — 2013
Master of Business Administration (M.B.A.), Strategic Leadership, GPA 4.0
Western Michigan University - Haworth College of Business 2006 — 2010
Bachelor of Business Administration, Finance, Business Administration
Caro High School
Summit Benefit Solutions Inc August 2014 - Present
Raymond James Financial Inc. August 2013 - March 2015
McLane Company September 2010 - July 2013
Scottrade October 2009 - May 2010
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Research, Accounts Receivable, Retail, Management, Finance, Analysis, Process Improvement, Accounting, Financial Analysis, Forecasting, Account Reconciliation, Financial Reporting
Education
Amberton University 2012 — 2013
Master of Business Administration (M.B.A.), Strategic Leadership, GPA 4.0
Western Michigan University - Haworth College of Business 2006 — 2010
Bachelor of Business Administration, Finance, Business Administration
Caro High School
Alexis Burk's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Business Operations Associate at Aerotek
Industry International Affairs
Experience
Aerotek July 2015 - Present
Diamond Resorts International® January 2015 - August 2015
Raymond James Financial Inc. May 2014 - August 2014
Skills
Entrepreneurial spirit, Outstanding..., Tireless Work Ethic, Organizational and..., Analytical and..., Technical/Computer..., Globally Minded, Business Planning, Event Planning, Public Speaking, Budgeting, Personal Skills, Leadership, Entrepreneurship, Microsoft Office, Management, Microsoft Word, Sales, Research, Customer Service, Marketing, PowerPoint, Social Networking, Teamwork
Education
Arizona State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business-Global Politics, Senior
American Business School Paris 2013 — 2013
International Business Certificate, International Business, Junior Year of College
Aerotek July 2015 - Present
Diamond Resorts International® January 2015 - August 2015
Raymond James Financial Inc. May 2014 - August 2014
Skills
Entrepreneurial spirit, Outstanding..., Tireless Work Ethic, Organizational and..., Analytical and..., Technical/Computer..., Globally Minded, Business Planning, Event Planning, Public Speaking, Budgeting, Personal Skills, Leadership, Entrepreneurship, Microsoft Office, Management, Microsoft Word, Sales, Research, Customer Service, Marketing, PowerPoint, Social Networking, Teamwork
Education
Arizona State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business-Global Politics, Senior
American Business School Paris 2013 — 2013
International Business Certificate, International Business, Junior Year of College
Candice Noelle Hulo's Raymond James Financial Inc. Experience August 2013 - November 2013
Job Creative Professional, Tech Geek, Social Activist, Bookworm
Industry Graphic Design
Experience
Wells Fargo Home Mortgage December 2014 - Present
The Winterset Madisonian/Shopper September 2014 - December 2014
Pro Staff March 2014 - September 2014
Wells Fargo Home Mortgage December 2013 - March 2014
Raymond James Financial Inc. August 2013 - November 2013
Muscular Dystrophy Association May 2013 - July 2013
maurices November 2012 - January 2013
Skills
Mac, Graphic Design, Higher Education, Photoshop, Illustrator, InDesign, Logo Design, Typography, Community Outreach, Microsoft Office, Adobe Creative Suite, Editing, Newsletters, Blogging, Customer Service
Education
Drake University 2009 — 2012
Master's Degree (expected completion date before 2017), K-12 Education - Endorsements in Fine Arts & ESL, 3.8 GPA
Art Institute of Seattle 2004 — 2008
Bachelors of Fine Art, Graphic Design
Belfair elementary
Wells Fargo Home Mortgage December 2014 - Present
The Winterset Madisonian/Shopper September 2014 - December 2014
Pro Staff March 2014 - September 2014
Wells Fargo Home Mortgage December 2013 - March 2014
Raymond James Financial Inc. August 2013 - November 2013
Muscular Dystrophy Association May 2013 - July 2013
maurices November 2012 - January 2013
Skills
Mac, Graphic Design, Higher Education, Photoshop, Illustrator, InDesign, Logo Design, Typography, Community Outreach, Microsoft Office, Adobe Creative Suite, Editing, Newsletters, Blogging, Customer Service
Education
Drake University 2009 — 2012
Master's Degree (expected completion date before 2017), K-12 Education - Endorsements in Fine Arts & ESL, 3.8 GPA
Art Institute of Seattle 2004 — 2008
Bachelors of Fine Art, Graphic Design
Belfair elementary
Javier Anegon Camou's Raymond James Financial Inc. Experience May 2014 - December 2014
Job Industrial Organizational Psychology
Industry Program Development
Experience
New York University September 2015 - Present
New York University August 2015 - Present
Lynn University September 2013 - May 2015
Raymond James Financial Inc. May 2014 - December 2014
Skills
Psychology, Entrepreneurship, Industrial Organization, Research, Teaching, Mental Health, Public Speaking, Psychotherapy, Microsoft Office, Coaching, Nonprofits, Treatment, Community Outreach, PowerPoint, Microsoft Word, Adolescents, Clinical Research, Program Development
Education
New York University _ Graduate School of Arts and Science 2015 — 2017
Master’s Degree, Industrial Organizational Psychology
Lynn University 2013 — 2015
Bachelor’s Degree, Psychology, 3.93
New York University September 2015 - Present
New York University August 2015 - Present
Lynn University September 2013 - May 2015
Raymond James Financial Inc. May 2014 - December 2014
Skills
Psychology, Entrepreneurship, Industrial Organization, Research, Teaching, Mental Health, Public Speaking, Psychotherapy, Microsoft Office, Coaching, Nonprofits, Treatment, Community Outreach, PowerPoint, Microsoft Word, Adolescents, Clinical Research, Program Development
Education
New York University _ Graduate School of Arts and Science 2015 — 2017
Master’s Degree, Industrial Organizational Psychology
Lynn University 2013 — 2015
Bachelor’s Degree, Psychology, 3.93
Christal Pace Christal Pace's Raymond James Financial Inc. Experience July 2004 - July 2006
Job Marketing Manager at Don's Mobile Glass
Industry Executive Office
Experience
Don's Mobile Glass July 2015 - Present
Ashford University April 2014 - Present
Save Mart Supermarkets July 2014 - July 2015
ATA Retail Services November 2009 - November 2013
Robert Half July 2006 - November 2009
Raymond James Financial Inc. July 2004 - July 2006
Stanislaus County October 2003 - July 2006
Skills
Microsoft Office, Web Design, Databases, Insurance, Stock Trading, eCommunications, Leadership, Entrepreneurship, Outlook, Creative Writing, Account Management, Customer Service, E-commerce, Inventory Management, Management, Marketing, Merchandising, Recruiting, Sales, Sales Management, Sales Operations, Social Media Marketing, Strategic Planning, Team Building
Education
Ashford University 2014 — 2017
Bachelor's degree, Business Administration and Management, General, A
Heald College
Modesto Junior College
Don's Mobile Glass July 2015 - Present
Ashford University April 2014 - Present
Save Mart Supermarkets July 2014 - July 2015
ATA Retail Services November 2009 - November 2013
Robert Half July 2006 - November 2009
Raymond James Financial Inc. July 2004 - July 2006
Stanislaus County October 2003 - July 2006
Skills
Microsoft Office, Web Design, Databases, Insurance, Stock Trading, eCommunications, Leadership, Entrepreneurship, Outlook, Creative Writing, Account Management, Customer Service, E-commerce, Inventory Management, Management, Marketing, Merchandising, Recruiting, Sales, Sales Management, Sales Operations, Social Media Marketing, Strategic Planning, Team Building
Education
Ashford University 2014 — 2017
Bachelor's degree, Business Administration and Management, General, A
Heald College
Modesto Junior College
Ambrish Amaranathan Ambrish Amaranathan's Raymond James Financial Inc. Experience May 2014 - May 2014
Job Analyst at GCM Grosvenor
Industry Financial Services
Experience
GCM Grosvenor September 2015 - Present
[24]7 May 2015 - July 2015
[24]7 June 2014 - August 2014
Raymond James Financial Inc. May 2014 - May 2014
Wells Fargo June 2013 - August 2013
Raymond James Financial Inc. May 2013 - May 2013
University of Michigan - Stephen M. Ross School of Business September 2012 - February 2013
Adobe June 2012 - August 2012
Vivante Corporation May 2012 - August 2012
Ivy Insiders February 2012 - August 2012
Skills
Microsoft Office, Mathematica, Matlab, NetSuite, Denari Online, Adobe InDesign, SAP BW, SAP, Microsoft Excel, Microsoft Word, PowerPoint, InDesign, Facebook, Research, Social Media, Financial Analysis, Portfolio Management, Consulting, Database Systems, Marketing, Data Analysis, Entrepreneurship, Competitive Analysis, Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance and Strategy
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Philosophy
The Harker School 2007 — 2011
High School Diploma
GCM Grosvenor September 2015 - Present
[24]7 May 2015 - July 2015
[24]7 June 2014 - August 2014
Raymond James Financial Inc. May 2014 - May 2014
Wells Fargo June 2013 - August 2013
Raymond James Financial Inc. May 2013 - May 2013
University of Michigan - Stephen M. Ross School of Business September 2012 - February 2013
Adobe June 2012 - August 2012
Vivante Corporation May 2012 - August 2012
Ivy Insiders February 2012 - August 2012
Skills
Microsoft Office, Mathematica, Matlab, NetSuite, Denari Online, Adobe InDesign, SAP BW, SAP, Microsoft Excel, Microsoft Word, PowerPoint, InDesign, Facebook, Research, Social Media, Financial Analysis, Portfolio Management, Consulting, Database Systems, Marketing, Data Analysis, Entrepreneurship, Competitive Analysis, Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance and Strategy
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Philosophy
The Harker School 2007 — 2011
High School Diploma
Sophia Goode Sophia Goode's Raymond James Financial Inc. Experience July 2013 - Present
Job Associate Community Relations Manager at Raymond James Financial Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial Inc. July 2013 - Present
Skills
Internal Communications, Marketing, Newsletters, Corporate Communications, Strategic Communications, Social Media, Media Relations, Editing, Social Media Marketing, Marketing Communications, Copywriting, Social Networking, Account Management, Public Relations, Press Releases, Marketing Strategy, Advertising, Email Marketing, Financial Services, Event Planning, Public Speaking, Strategic Planning
Education
University of Florida College of Journalism and Communications 1998 — 2003
B.S., Journalism
University of Florida 1998 — 2003
B.A., East Asian Languages and Literatures (Japanese)
Kokugakuin University 2001 — 2002
Japanese language and literature
Raymond James Financial Inc. July 2013 - Present
Skills
Internal Communications, Marketing, Newsletters, Corporate Communications, Strategic Communications, Social Media, Media Relations, Editing, Social Media Marketing, Marketing Communications, Copywriting, Social Networking, Account Management, Public Relations, Press Releases, Marketing Strategy, Advertising, Email Marketing, Financial Services, Event Planning, Public Speaking, Strategic Planning
Education
University of Florida College of Journalism and Communications 1998 — 2003
B.S., Journalism
University of Florida 1998 — 2003
B.A., East Asian Languages and Literatures (Japanese)
Kokugakuin University 2001 — 2002
Japanese language and literature
Tyler Krummel's Raymond James Financial Inc. Experience June 2014 - May 2015
Job Financial Advisor / Registered Investment Advisor at EGI Financial, Inc. & American Heritage Securities, Inc.
Industry Financial Services
Experience
EGI Financial, Inc. & American Heritage Securities, Inc. May 2015 - Present
The Investment & Trust Group at Richland Bank September 2012 - Present
Raymond James Financial Inc. June 2014 - May 2015
Richland Bank December 2011 - September 2012
Richland Bank May 2011 - August 2011
Skills
Banking, Microsoft Excel, PowerPoint, Microsoft Office, Investments, Asset Allocation, Excel, Word, Investment Management, Investment Portfolio, Stock Trading, Management, Leadership, Financial Analysis, Financial Services, Risk Management, Microsoft Word, Finance, Public Speaking, Social Media, Portfolio Management, Marketing, Securities
Education
Ashland University 2012 — 2016
MBA, Business with Finance specialization
Ashland University 2007 — 2011
BSBA, Finance
Archbishop Hoban High School 2003 — 2007
High School Diploma
EGI Financial, Inc. & American Heritage Securities, Inc. May 2015 - Present
The Investment & Trust Group at Richland Bank September 2012 - Present
Raymond James Financial Inc. June 2014 - May 2015
Richland Bank December 2011 - September 2012
Richland Bank May 2011 - August 2011
Skills
Banking, Microsoft Excel, PowerPoint, Microsoft Office, Investments, Asset Allocation, Excel, Word, Investment Management, Investment Portfolio, Stock Trading, Management, Leadership, Financial Analysis, Financial Services, Risk Management, Microsoft Word, Finance, Public Speaking, Social Media, Portfolio Management, Marketing, Securities
Education
Ashland University 2012 — 2016
MBA, Business with Finance specialization
Ashland University 2007 — 2011
BSBA, Finance
Archbishop Hoban High School 2003 — 2007
High School Diploma
David Lesser David Lesser's Raymond James Financial Inc. Experience January 2014 - Present
Job Sr. Vice President Technology Corporate Services at Raymond James Financial Inc.
Industry Computer Software
Experience
Raymond James Financial Inc. January 2014 - Present
UBS Financial Services September 2005 - December 2013
Wachovia Securities January 2002 - March 2005
Wachovia Securities / Prudential Securities July 1986 - March 2005
Skills
Fixed Income, Vendor Management, Trading Systems, Financial Services, Portfolio Management, Risk Management, Market Data, Wealth Management, Banking, Business Analysis, SDLC, Asset Managment, Business Intelligence, Finance, IT Strategy, Integration, Management, Software Development, Asset Management
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
MBA, Finance and Information Systems
Vassar College 1982 — 1986
AB, Mathematics and Computer Science
Raymond James Financial Inc. January 2014 - Present
UBS Financial Services September 2005 - December 2013
Wachovia Securities January 2002 - March 2005
Wachovia Securities / Prudential Securities July 1986 - March 2005
Skills
Fixed Income, Vendor Management, Trading Systems, Financial Services, Portfolio Management, Risk Management, Market Data, Wealth Management, Banking, Business Analysis, SDLC, Asset Managment, Business Intelligence, Finance, IT Strategy, Integration, Management, Software Development, Asset Management
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
MBA, Finance and Information Systems
Vassar College 1982 — 1986
AB, Mathematics and Computer Science
Ly Dieu Vu's Raymond James Financial Inc. Experience July 2014 - March 2015
Job Financial Analyst at Amazon
Industry Accounting
Experience
Amazon June 2015 - Present
Raymond James Financial Inc. July 2014 - March 2015
Asian Student Commission, Associated Students of the University of Washington September 2013 - July 2014
Office of Student Legislative Affairs June 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Financial Reporting, Management Accounting, Endowment Funds, Budget Constraints, Wealth Management, Lagrange Multipliers, Bond Pricing, Yield Management, Cross Listed Stocks, No Arbitrage Price, Expectation Hypothesis, Liquidity Preference..., Net Present Value, IRR Rule for Investment, NPV Rule for Investment, Internal Rate of Return..., Stochastic Calculus, Multivariable Calculus, Vector Calculus, Differential Equations, Marketing, Financial Modeling, Investments, Finance, Customer Service, Public Speaking, Data Analysis, Financial Analysis, Leadership, Microsoft Word, PowerPoint, Teamwork, Accounting, Team Leadership, Project Management, Research
Education
University of Washington 2013 — 2015
Bachelor of Arts (B.A.), Economics
Bellevue College 2012 — 2013
Associate of Arts and Sciences (A.A.S.), Political Science and Government
Diplomatic Academy of Vietnam 2010 — 2011
International Relations and Affairs
Amazon June 2015 - Present
Raymond James Financial Inc. July 2014 - March 2015
Asian Student Commission, Associated Students of the University of Washington September 2013 - July 2014
Office of Student Legislative Affairs June 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Financial Reporting, Management Accounting, Endowment Funds, Budget Constraints, Wealth Management, Lagrange Multipliers, Bond Pricing, Yield Management, Cross Listed Stocks, No Arbitrage Price, Expectation Hypothesis, Liquidity Preference..., Net Present Value, IRR Rule for Investment, NPV Rule for Investment, Internal Rate of Return..., Stochastic Calculus, Multivariable Calculus, Vector Calculus, Differential Equations, Marketing, Financial Modeling, Investments, Finance, Customer Service, Public Speaking, Data Analysis, Financial Analysis, Leadership, Microsoft Word, PowerPoint, Teamwork, Accounting, Team Leadership, Project Management, Research
Education
University of Washington 2013 — 2015
Bachelor of Arts (B.A.), Economics
Bellevue College 2012 — 2013
Associate of Arts and Sciences (A.A.S.), Political Science and Government
Diplomatic Academy of Vietnam 2010 — 2011
International Relations and Affairs
Jacques Besborodco's Raymond James Financial Inc. Experience January 2012 - July 2012
Job Business Development Analyst
Industry Marketing and Advertising
Experience
Augentius August 2014 - Present
Augentius October 2013 - August 2014
Shuffle May 2011 - April 2014
Baruch College 2012 - 2013
Raymond James Financial Inc. January 2012 - July 2012
Skills
Entrepreneurship, Market Research, Microsoft Excel, Public Speaking, Negotiation, Creativity, Manage Client..., Social Networking, Retail, Analysis, Spanish, Marketing
Education
City University of New York-Baruch College
Graded American School of Sao Paulo
Augentius August 2014 - Present
Augentius October 2013 - August 2014
Shuffle May 2011 - April 2014
Baruch College 2012 - 2013
Raymond James Financial Inc. January 2012 - July 2012
Skills
Entrepreneurship, Market Research, Microsoft Excel, Public Speaking, Negotiation, Creativity, Manage Client..., Social Networking, Retail, Analysis, Spanish, Marketing
Education
City University of New York-Baruch College
Graded American School of Sao Paulo
Jay Connolly Jay Connolly's Raymond James Financial Inc. Experience August 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Skills
Financial Analysis, Process Improvement, Microsoft Excel, Microsoft Office, Access, Strategic Planning, Management, PowerPoint, Business Analysis, Data Analysis
Education
Auburn University 2009 — 2014
Raymond James Financial Inc. August 2014 - Present
Skills
Financial Analysis, Process Improvement, Microsoft Excel, Microsoft Office, Access, Strategic Planning, Management, PowerPoint, Business Analysis, Data Analysis
Education
Auburn University 2009 — 2014
Nakia George, MBA's Raymond James Financial Inc. Experience January 2013 - August 2013
Job International Billing & Inventory Analyst for Fiat Chrysler Automobiles
Industry Automotive
Experience
FCA - North America June 2015 - Present
FCA Services, U.S.A. February 2014 - June 2015
Xerox August 2013 - January 2014
Raymond James Financial Inc. January 2013 - August 2013
Raymond James Financial Inc. January 2008 - December 2012
Raymond James Financial Inc. January 2007 - January 2008
Raymond James Financial Inc. October 2005 - January 2007
Raymond James Financial Inc. June 2004 - October 2005
Skills
Accounting, Auditing, Team Building, Accounts Payable, Strategic Planning, Access, General Ledger, Marketing, Process Improvement, Account Reconciliation, Financial Analysis, Management, Strategic Financial..., Forecasting, Securities, Microsoft Excel, Business Process..., Budgets, Analysis, Business Analysis, Leadership, Investments, Portfolio Management, Finance, Outlook, Time Management, Training, Employee Benefits, Microsoft Office
Education
Northwood University - DeVos Graduate School 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Baker College of Clinton Township 2008 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Baker College of Clinton Township 2006 — 2008
Associate of Business, Accounting and Business/Management
FCA - North America June 2015 - Present
FCA Services, U.S.A. February 2014 - June 2015
Xerox August 2013 - January 2014
Raymond James Financial Inc. January 2013 - August 2013
Raymond James Financial Inc. January 2008 - December 2012
Raymond James Financial Inc. January 2007 - January 2008
Raymond James Financial Inc. October 2005 - January 2007
Raymond James Financial Inc. June 2004 - October 2005
Skills
Accounting, Auditing, Team Building, Accounts Payable, Strategic Planning, Access, General Ledger, Marketing, Process Improvement, Account Reconciliation, Financial Analysis, Management, Strategic Financial..., Forecasting, Securities, Microsoft Excel, Business Process..., Budgets, Analysis, Business Analysis, Leadership, Investments, Portfolio Management, Finance, Outlook, Time Management, Training, Employee Benefits, Microsoft Office
Education
Northwood University - DeVos Graduate School 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Baker College of Clinton Township 2008 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Baker College of Clinton Township 2006 — 2008
Associate of Business, Accounting and Business/Management
Rick Ruffin, JD, CPA Rick Ruffin, JD, CPA's Raymond James Financial Inc. Experience October 2009 - May 2012
Job Real Estate Broker at Allen Tate Company
Industry Real Estate
Experience
Allen Tate Company Residential Real EstateManaging DirectorWunderlich SecuritiesAugust 2014 - April 2015
Cantor Fitzgerald May 2012 - August 2014
Raymond James Financial Inc. October 2009 - May 2012
SunTrust Robinson Humphrey July 2007 - October 2009
Morgan Stanley June 2005 - February 2007
Merrill Lynch July 2004 - May 2005
Morgan Keegan & Co. May 1998 - July 2004
Skills
Financial Accounting, Financial Statement..., Risk Mitigation, Regulatory Compliance, Sales Management, Staff Development, Public Relations, Public Speaking, Sales Team Support, Market & Industry..., Staff Recruitment, Account Management, Sales Team Training, Investment Management, Investment Portfolio..., Investment Contracts, Portfolio Analytics &..., Broker Relationship..., Investment Policy..., Investment Research..., Risk Assessment &..., Investment Advisory..., Equities, Capital Markets, Fixed Income Investments, Institutional Fixed..., Institutional Fixed..., Financial Seminars, Portfolio Management, Investments, Institutional..., Mediation, Risk Management, Fixed Income
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1981 — 1985
Doctor of Law (J.D.), Law
Arkansas State University 1973 — 1977
Bachelor of Science (B.S.), Accounting, Student of Special Distinction
Allen Tate Company Residential Real EstateManaging DirectorWunderlich SecuritiesAugust 2014 - April 2015
Cantor Fitzgerald May 2012 - August 2014
Raymond James Financial Inc. October 2009 - May 2012
SunTrust Robinson Humphrey July 2007 - October 2009
Morgan Stanley June 2005 - February 2007
Merrill Lynch July 2004 - May 2005
Morgan Keegan & Co. May 1998 - July 2004
Skills
Financial Accounting, Financial Statement..., Risk Mitigation, Regulatory Compliance, Sales Management, Staff Development, Public Relations, Public Speaking, Sales Team Support, Market & Industry..., Staff Recruitment, Account Management, Sales Team Training, Investment Management, Investment Portfolio..., Investment Contracts, Portfolio Analytics &..., Broker Relationship..., Investment Policy..., Investment Research..., Risk Assessment &..., Investment Advisory..., Equities, Capital Markets, Fixed Income Investments, Institutional Fixed..., Institutional Fixed..., Financial Seminars, Portfolio Management, Investments, Institutional..., Mediation, Risk Management, Fixed Income
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1981 — 1985
Doctor of Law (J.D.), Law
Arkansas State University 1973 — 1977
Bachelor of Science (B.S.), Accounting, Student of Special Distinction
Suzanne (Decker, Hogue) Denzin Suzanne (Decker, Hogue) Denzin's Raymond James Financial Inc. Experience February 2012 - December 2014
Job Account Manager at A&I Travel
Industry Financial Services
Experience
A&I Travel May 2015 - Present
John Green & Company REALTORS® February 2015 - Present
Raymond James Financial Inc. February 2012 - December 2014
Morgan Keegan July 2006 - February 2012
BCD Travel February 2006 - July 2006
Omega World Travel October 2000 - January 2006
Service Master - PCS November 1994 - October 2000
Skills
Business Development, Operations Management, Team Development, Management, Project Management, Procurement, Purchasing, Travel Management, Corporate Relocation, Facilities Management, Call Centers, Strategic Sourcing, Operational Planning, Sales Management, Real Estate
Education
The University of Memphis 1978 — 1980
Bachelor's degree, Marketing Management
University of Memphis 1978 — 1979
Bachelors, Management/Marketing
Arkansas State University 1975 — 1978
A&I Travel May 2015 - Present
John Green & Company REALTORS® February 2015 - Present
Raymond James Financial Inc. February 2012 - December 2014
Morgan Keegan July 2006 - February 2012
BCD Travel February 2006 - July 2006
Omega World Travel October 2000 - January 2006
Service Master - PCS November 1994 - October 2000
Skills
Business Development, Operations Management, Team Development, Management, Project Management, Procurement, Purchasing, Travel Management, Corporate Relocation, Facilities Management, Call Centers, Strategic Sourcing, Operational Planning, Sales Management, Real Estate
Education
The University of Memphis 1978 — 1980
Bachelor's degree, Marketing Management
University of Memphis 1978 — 1979
Bachelors, Management/Marketing
Arkansas State University 1975 — 1978
Jason Frey's Raymond James Financial Inc. Experience July 2014 - Present
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2014 - Present
LexisNexis Risk Solutions July 2012 - May 2014
Goizueta Business School December 2011 - May 2012
NVIDIA June 2011 - August 2011
USTR: Executive Office of President April 2008 - August 2008
USTR: Executive Office of President May 2007 - August 2007
Skills
Chinese, PowerPoint, Data Analysis, Market Research, Microsoft Excel, Financial Modeling, DCF Valuation, Due Diligence, Excel, Data Visualization, M&A Modeling, Government, Customer Relations, Negotiation, vba, Decision Modeling, VBA, Program Management, Business Development, Analysis, Valuation, Strategy, Mergers & Acquisitions, Customer Service, Analytics, Financial Analysis
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA)
Beijing Language and Culture University 2010 — 2010
Chinese Language and Literature
Yorktown High School 2003 — 2007
Raymond James Financial Inc. July 2014 - Present
LexisNexis Risk Solutions July 2012 - May 2014
Goizueta Business School December 2011 - May 2012
NVIDIA June 2011 - August 2011
USTR: Executive Office of President April 2008 - August 2008
USTR: Executive Office of President May 2007 - August 2007
Skills
Chinese, PowerPoint, Data Analysis, Market Research, Microsoft Excel, Financial Modeling, DCF Valuation, Due Diligence, Excel, Data Visualization, M&A Modeling, Government, Customer Relations, Negotiation, vba, Decision Modeling, VBA, Program Management, Business Development, Analysis, Valuation, Strategy, Mergers & Acquisitions, Customer Service, Analytics, Financial Analysis
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA)
Beijing Language and Culture University 2010 — 2010
Chinese Language and Literature
Yorktown High School 2003 — 2007
Tim Schultz Tim Schultz's Raymond James Financial Inc. Experience March 2011 - June 2014
Job Relationship Manager at JW Cole
Industry Financial Services
Experience
J.W. Cole Financial, Inc. June 2014 - Present
Raymond James Financial Inc. March 2011 - June 2014
Raymond James Financial Inc. July 2007 - March 2011
Raymond James Financial Inc. June 2005 - July 2007
Skills
Series 7, Series 9, Series 24, Series 53, Series 63, Series 65, Sales Management, PowerPoint, Mutual Funds, Research, Microsoft Excel, Securities, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, FINRA, Fixed Annuities, ETFs, Investments, Risk Management, Variable Annuities, Financial Services, Investment Advisory, Retirement Planning, Wealth Management
Education
Barry University 1994 — 1998
Bachelor's of Science, Sport Management
Boston University
CFP Program
Gracie Barra Clearwater
J.W. Cole Financial, Inc. June 2014 - Present
Raymond James Financial Inc. March 2011 - June 2014
Raymond James Financial Inc. July 2007 - March 2011
Raymond James Financial Inc. June 2005 - July 2007
Skills
Series 7, Series 9, Series 24, Series 53, Series 63, Series 65, Sales Management, PowerPoint, Mutual Funds, Research, Microsoft Excel, Securities, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, FINRA, Fixed Annuities, ETFs, Investments, Risk Management, Variable Annuities, Financial Services, Investment Advisory, Retirement Planning, Wealth Management
Education
Barry University 1994 — 1998
Bachelor's of Science, Sport Management
Boston University
CFP Program
Gracie Barra Clearwater
David Slusser David Slusser's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Middle School Social Studies Teacher/High School Football Assistant Coach
Industry Higher Education
Experience
Bloomingdale High School June 2015 - Present
Bloomingdale Middle School June 2015 - Present
T.A.C.K.L.E. January 2013 - Present
Slaytec Incorporated May 2009 - Present
Alma Senior High School January 2015 - April 2015
Raymond James Financial Inc. May 2014 - August 2014
Skills
Sports, Research, PowerPoint, Social Media, Critical Thinking, Teaching, Microsoft Word, Higher Education, Student Development, Time Management, Coaching, Athletics, Nonprofits, Social Networking, Leadership
Education
Alma College 2011 — 2015
Bachelor of Arts (B.A.), History, Social Studies, and Secondary Education
Chelsea High School 2007 — 2011
Bloomingdale High School June 2015 - Present
Bloomingdale Middle School June 2015 - Present
T.A.C.K.L.E. January 2013 - Present
Slaytec Incorporated May 2009 - Present
Alma Senior High School January 2015 - April 2015
Raymond James Financial Inc. May 2014 - August 2014
Skills
Sports, Research, PowerPoint, Social Media, Critical Thinking, Teaching, Microsoft Word, Higher Education, Student Development, Time Management, Coaching, Athletics, Nonprofits, Social Networking, Leadership
Education
Alma College 2011 — 2015
Bachelor of Arts (B.A.), History, Social Studies, and Secondary Education
Chelsea High School 2007 — 2011
J Sampath J Sampath's Raymond James Financial Inc. Experience January 2007 - June 2008
Job Sr.Business Analyst
Industry Entertainment
Experience
E! Online March 2013 - August 2014
Pinnacle Entertainment January 2012 - March 2013
RBC January 2010 - December 2011
Silicon Valley Bank July 2008 - December 2009
Raymond James Financial Inc. January 2007 - June 2008
Education
Anna University
Bachelor's Degree, Information Technology
E! Online March 2013 - August 2014
Pinnacle Entertainment January 2012 - March 2013
RBC January 2010 - December 2011
Silicon Valley Bank July 2008 - December 2009
Raymond James Financial Inc. January 2007 - June 2008
Education
Anna University
Bachelor's Degree, Information Technology
Nick Borosh Nick Borosh's Raymond James Financial Inc. Experience 2011 - November 2014
Job Design Lead at Laser Spine Institute
Industry Hospital & Health Care
Experience
Laser Spine Institute November 2014 - Present
CharityBets January 2013 - Present
Pueri Elemental, LLC 2011 - Present
Raymond James Financial Inc. 2011 - November 2014
Skills
Adobe Creative Suite, Web Design, User Interface Design, Social Media, Email Marketing, CSS, Corporate Branding, Photoshop, Brand Development, Graphic Design, Flash, Social Media Marketing, Creative Direction, Dreamweaver, Illustrator, HTML, Advertising, Adobe Acrobat, jQuery, Typography, Web Development, Copywriting, Logo Design, WordPress, SEO, Mac
Education
Appalachian State University 1998 — 2002
Bachelor of Science (BS), Graphic Arts and Imaging Technology
Laser Spine Institute November 2014 - Present
CharityBets January 2013 - Present
Pueri Elemental, LLC 2011 - Present
Raymond James Financial Inc. 2011 - November 2014
Skills
Adobe Creative Suite, Web Design, User Interface Design, Social Media, Email Marketing, CSS, Corporate Branding, Photoshop, Brand Development, Graphic Design, Flash, Social Media Marketing, Creative Direction, Dreamweaver, Illustrator, HTML, Advertising, Adobe Acrobat, jQuery, Typography, Web Development, Copywriting, Logo Design, WordPress, SEO, Mac
Education
Appalachian State University 1998 — 2002
Bachelor of Science (BS), Graphic Arts and Imaging Technology
Amy Kaye Amy Kaye's Raymond James Financial Inc. Experience October 2012 - January 2013
Job Registered Nurse at Beaver Dam Community Hospitals, Inc.
Industry Hospital & Health Care
Experience
Beaver Dam Community Hospitals, Inc. October 2014 - Present
Raymond James Financial Inc. October 2012 - January 2013
University of Wisconsin-Madison May 2011 - August 2012
BrightStar Care July 2011 - May 2012
Oak Creek Assisted Living May 2010 - August 2010
Svoboda Industries Inc. June 2009 - August 2009
Skills
Medication..., Cpr Certified, Data Entry, Research, Long-term Care, Home Care, Vital Signs, Time Management, CNA, Dementia Care, Excel, Word, Adobe Acrobat, Medical/Surgical, Microsoft Office, Nursing Care, HIPAA
Education
Bellin College 2013 — 2014
BSN, Registered Nursing/Registered Nurse
University of Wisconsin-Madison 2008 — 2012
Bachelor of Arts (B.A.), Women's Studies
Beaver Dam Community Hospitals, Inc. October 2014 - Present
Raymond James Financial Inc. October 2012 - January 2013
University of Wisconsin-Madison May 2011 - August 2012
BrightStar Care July 2011 - May 2012
Oak Creek Assisted Living May 2010 - August 2010
Svoboda Industries Inc. June 2009 - August 2009
Skills
Medication..., Cpr Certified, Data Entry, Research, Long-term Care, Home Care, Vital Signs, Time Management, CNA, Dementia Care, Excel, Word, Adobe Acrobat, Medical/Surgical, Microsoft Office, Nursing Care, HIPAA
Education
Bellin College 2013 — 2014
BSN, Registered Nursing/Registered Nurse
University of Wisconsin-Madison 2008 — 2012
Bachelor of Arts (B.A.), Women's Studies
Charles Flarhety Charles Flarhety's Raymond James Financial Inc. Experience January 2005 - June 2006
Job Marketing and Sales Management Consultant
Industry Human Resources
Experience
New York University 2012 - Present
Consulting Online BizD June 2006 - 2012
Raymond James Financial Inc. January 2005 - June 2006
Skills
Marketing, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Sales, Sales Management, Management Consulting, HR Consulting, New Business Development
Education
New York University, Stern School of Business 2012 — 2015
Master's degree, Business Administration and Management, General
Arizona State University, W. P. Carey School of Business 2001 — 2005
Bachelor's degree, Marketing
New York University 2012 - Present
Consulting Online BizD June 2006 - 2012
Raymond James Financial Inc. January 2005 - June 2006
Skills
Marketing, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Sales, Sales Management, Management Consulting, HR Consulting, New Business Development
Education
New York University, Stern School of Business 2012 — 2015
Master's degree, Business Administration and Management, General
Arizona State University, W. P. Carey School of Business 2001 — 2005
Bachelor's degree, Marketing
Jeremy Cope Jeremy Cope's Raymond James Financial Inc. Experience 2002 - 2003
Job Education/Online Learning Professional
Industry E-Learning
Experience
Baker University 2013 - 2015
PricewaterhouseCoopers 2004 - 2009
Raymond James Financial Inc. 2002 - 2003
Skills
Microsoft Office, Microsoft Excel, Management, Strategic Planning, Microsoft Word, PowerPoint, Leadership, Training, Human Resources, Interviews
Education
Baker University 2012 — 2013
Master’s Degree, MLA - Social Sciences
Liberty University 2010 — 2012
Bachelor’s Degree, Education
Holmes County High School
Baker University 2013 - 2015
PricewaterhouseCoopers 2004 - 2009
Raymond James Financial Inc. 2002 - 2003
Skills
Microsoft Office, Microsoft Excel, Management, Strategic Planning, Microsoft Word, PowerPoint, Leadership, Training, Human Resources, Interviews
Education
Baker University 2012 — 2013
Master’s Degree, MLA - Social Sciences
Liberty University 2010 — 2012
Bachelor’s Degree, Education
Holmes County High School
Robert D. Kennedy Robert D. Kennedy's Raymond James Financial Inc. Experience June 2006 - May 2008
Job Project Management & Business Consultanting
Industry Investment Management
Experience
Consultant January 2012 - Present
Enet Advertising January 2010 - December 2011
Exton Rug Company July 2008 - December 2009
Raymond James Financial Inc. June 2006 - May 2008
Foamcore, Inc. January 2005 - June 2006
SignAge Resources, LLC May 2000 - October 2004
ChannelNautics May 1998 - April 2000
Kennedy Tool & Die, Inc. January 1986 - April 1998
Skills
Strategic Planning, Strategic Financial..., Manufacturing..., Product Design, Machine Tools, Blow Molding, Technology Integration, Process Improvement, Retaining Customers, Start-ups, Reorganisation, Leveraged Finance, Stock Trading, Sales, Financial Planning
Education
Albright College 1980 — 1984
BS, Computer Science
Consultant January 2012 - Present
Enet Advertising January 2010 - December 2011
Exton Rug Company July 2008 - December 2009
Raymond James Financial Inc. June 2006 - May 2008
Foamcore, Inc. January 2005 - June 2006
SignAge Resources, LLC May 2000 - October 2004
ChannelNautics May 1998 - April 2000
Kennedy Tool & Die, Inc. January 1986 - April 1998
Skills
Strategic Planning, Strategic Financial..., Manufacturing..., Product Design, Machine Tools, Blow Molding, Technology Integration, Process Improvement, Retaining Customers, Start-ups, Reorganisation, Leveraged Finance, Stock Trading, Sales, Financial Planning
Education
Albright College 1980 — 1984
BS, Computer Science
Micah Goldston, CAMS Micah Goldston, CAMS's Raymond James Financial Inc. Experience December 2011 - April 2014
Job Senior Associate, Financial Services Advisory at PwC
Industry Financial Services
Experience
PwC March 2015 - Present
Cadence Bank, N.A. April 2014 - March 2015
Raymond James Financial Inc. December 2011 - April 2014
Subports June 2010 - December 2011
Freelance 2009 - 2011
CETZAM Financial Services June 2008 - August 2008
Eaton Electrical 2004 - 2006
Skills
Financial Analysis, Data Analysis, Competitive Analysis, Management, Financial Modeling, Finance, Due Diligence, Business Planning, Economics, Start-ups, Analysis, Business Strategy, Risk Management, Strategic Planning, Project Management, Business Analysis, Accounting, Market Research, Mobile Payments, Portfolio Management, Investments
Education
Columbia University - School of International and Public Affairs 2007 — 2009
MIA, International Economics
Auburn University, College of Business 2000 — 2003
B.S., International Business/Operations Management
PwC March 2015 - Present
Cadence Bank, N.A. April 2014 - March 2015
Raymond James Financial Inc. December 2011 - April 2014
Subports June 2010 - December 2011
Freelance 2009 - 2011
CETZAM Financial Services June 2008 - August 2008
Eaton Electrical 2004 - 2006
Skills
Financial Analysis, Data Analysis, Competitive Analysis, Management, Financial Modeling, Finance, Due Diligence, Business Planning, Economics, Start-ups, Analysis, Business Strategy, Risk Management, Strategic Planning, Project Management, Business Analysis, Accounting, Market Research, Mobile Payments, Portfolio Management, Investments
Education
Columbia University - School of International and Public Affairs 2007 — 2009
MIA, International Economics
Auburn University, College of Business 2000 — 2003
B.S., International Business/Operations Management
Anthony Rivera Anthony Rivera's Raymond James Financial Inc. Experience November 2013 - December 2014
Job Sourcing / Client & Vendor Relationship Manager
Industry Logistics and Supply Chain
Experience
Raymond James Financial Inc. November 2013 - December 2014
Citi January 2011 - October 2013
PwC September 2008 - December 2009
PricewaterhouseCoopers LLP 2003 - 2009
PwC February 2003 - August 2008
Skills
Outsourcing, Procurement, Management, Strategic Sourcing, Change Management, Sourcing, Leadership, Strategy, Vendor Management, Program Management, Project Management, Contract Management, Contract Negotiation, Negotiation, Process Improvement, Analysis, Team Leadership, Supply Chain, Project Planning, Six Sigma, Budgets, Business Process..., Business Analysis, Supply Management, Data Analysis, Forecasting, RFP, Business Process, Relationship Management, Business Strategy, SDLC, Logistics, Training, Business Process..., Supplier Diversity, Recruiting, Team Management, Strategic Planning, Human Resources, Cross-functional Team..., Marketing, Operations Management, Planning, Purchasing, Business Relationship...
Education
City University of New York-Baruch College
B.B.A., Business Administration, Education
Raymond James Financial Inc. November 2013 - December 2014
Citi January 2011 - October 2013
PwC September 2008 - December 2009
PricewaterhouseCoopers LLP 2003 - 2009
PwC February 2003 - August 2008
Skills
Outsourcing, Procurement, Management, Strategic Sourcing, Change Management, Sourcing, Leadership, Strategy, Vendor Management, Program Management, Project Management, Contract Management, Contract Negotiation, Negotiation, Process Improvement, Analysis, Team Leadership, Supply Chain, Project Planning, Six Sigma, Budgets, Business Process..., Business Analysis, Supply Management, Data Analysis, Forecasting, RFP, Business Process, Relationship Management, Business Strategy, SDLC, Logistics, Training, Business Process..., Supplier Diversity, Recruiting, Team Management, Strategic Planning, Human Resources, Cross-functional Team..., Marketing, Operations Management, Planning, Purchasing, Business Relationship...
Education
City University of New York-Baruch College
B.B.A., Business Administration, Education
Jennifer Rickard's Raymond James Financial Inc. Experience October 2000 - March 2002
Job Collateral Evaluator / Valuation Quality Specialist I at First Merchants Corporation
Industry Financial Services
Experience
First Merchants Corporation September 2012 - Present
First Merchants Corporation July 2010 - September 2012
First Merchants Corporation March 2006 - July 2010
First Merchants Corporation December 2005 - March 2006
Manatee County Government July 2002 - September 2005
Raymond James Financial Inc. October 2000 - March 2002
SouthTrust Bank July 1998 - October 2000
Skills
Banking, Credit, Financial Analysis, Loans, Retail Banking, Commercial Banking, Customer Service, Finance, Management, Microsoft Excel, Investments
Education
Ball State University - College of Business 1992 — 1996
Bachelor's degree, Corporate Finance, Financial Planning, Real Estate Finance
First Merchants Corporation September 2012 - Present
First Merchants Corporation July 2010 - September 2012
First Merchants Corporation March 2006 - July 2010
First Merchants Corporation December 2005 - March 2006
Manatee County Government July 2002 - September 2005
Raymond James Financial Inc. October 2000 - March 2002
SouthTrust Bank July 1998 - October 2000
Skills
Banking, Credit, Financial Analysis, Loans, Retail Banking, Commercial Banking, Customer Service, Finance, Management, Microsoft Excel, Investments
Education
Ball State University - College of Business 1992 — 1996
Bachelor's degree, Corporate Finance, Financial Planning, Real Estate Finance
Jason Newman's Raymond James Financial Inc. Experience March 2014 - February 2015
Job Technology Infrastructure & Security
Industry Financial Services
Experience
1st Financial Bank USA February 2015 - Present
Raymond James Financial Inc. March 2014 - February 2015
BOK Financial March 2012 - March 2013
1st Financial Bank USA May 2000 - March 2012
Gateway June 1995 - February 2000
Skills
Disaster Recovery, Call Center, Incident Management, Business Continuity, Project Management, Help Desk Support, Security, System Administration, Infrastructure..., Strategic Planning, ITIL, IT Service Management, Acquisition Integration, Change Management, Vendor Management, Call Centers, Infrastructure, IT Strategy, Data Center, Management, IT Operations, Active Directory, Risk Management, Servers, Network Architecture, Information Technology, IT Management, Network Security, Enterprise Architecture, Cisco Technologies, Business Analysis, Process Improvement, Networking, Integration, Leadership, VMware, Firewalls, VMware ESX, Windows Server, CISSP, Cloud Computing, Virtualization, Network Administration, VoIP, Technical Support, Visio, Telecommunications, Troubleshooting, Service Delivery, System Deployment
Education
Bellevue University
Bachelor of Applied Science (BASc), Business
Western Iowa Tech Community College
Associate of Arts and Sciences (AAS), Network Administration & Security
1st Financial Bank USA February 2015 - Present
Raymond James Financial Inc. March 2014 - February 2015
BOK Financial March 2012 - March 2013
1st Financial Bank USA May 2000 - March 2012
Gateway June 1995 - February 2000
Skills
Disaster Recovery, Call Center, Incident Management, Business Continuity, Project Management, Help Desk Support, Security, System Administration, Infrastructure..., Strategic Planning, ITIL, IT Service Management, Acquisition Integration, Change Management, Vendor Management, Call Centers, Infrastructure, IT Strategy, Data Center, Management, IT Operations, Active Directory, Risk Management, Servers, Network Architecture, Information Technology, IT Management, Network Security, Enterprise Architecture, Cisco Technologies, Business Analysis, Process Improvement, Networking, Integration, Leadership, VMware, Firewalls, VMware ESX, Windows Server, CISSP, Cloud Computing, Virtualization, Network Administration, VoIP, Technical Support, Visio, Telecommunications, Troubleshooting, Service Delivery, System Deployment
Education
Bellevue University
Bachelor of Applied Science (BASc), Business
Western Iowa Tech Community College
Associate of Arts and Sciences (AAS), Network Administration & Security
Tony Widowski's Raymond James Financial Inc. Experience February 2013 - Present
Job Financial Advisor at Raymond James Financial Inc. 14950 W. Indian School Rd. Suite. 180; 623.282.9262
Industry Financial Services
Experience
Raymond James Financial Inc. February 2013 - Present
Edward Jones July 2009 - February 2013
Strategic Land Solutions February 2009 - June 2009
Maracay Homes November 2003 - February 2009
City of Goodyear April 2002 - November 2003
City of Avondale 2000 - 2002
Skills
Project Planning, Strategic Planning, Project Management, Real Estate Development, Budgets, Economic Development, Negotiation, Contract Management, Team Building, Public Speaking, Contract Negotiation, Real Estate, Residential Homes, Financial Analysis, Program Management, Customer Service, Microsoft Office, Change Management, Social Media, Microsoft Excel, Investments, Finance, Strategic Financial..., Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Investment Strategies, Asset Management, Mutual Funds, Portfolio Management, Wealth Management, Fixed Annuities, Estate Planning, Retirement, Risk Management, Alternative Investments, Process Improvement, Leadership, Forecasting, Bonds, Variable Annuities, Equities, Stocks, Financial Advisory, Management, Insurance, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2007 — 2008
MBA
Brigham Young University 1997 — 2000
BS, Planning & Resource Mgmt
Brigham Young University - Idaho 1995 — 1997
Associates, Business
Raymond James Financial Inc. February 2013 - Present
Edward Jones July 2009 - February 2013
Strategic Land Solutions February 2009 - June 2009
Maracay Homes November 2003 - February 2009
City of Goodyear April 2002 - November 2003
City of Avondale 2000 - 2002
Skills
Project Planning, Strategic Planning, Project Management, Real Estate Development, Budgets, Economic Development, Negotiation, Contract Management, Team Building, Public Speaking, Contract Negotiation, Real Estate, Residential Homes, Financial Analysis, Program Management, Customer Service, Microsoft Office, Change Management, Social Media, Microsoft Excel, Investments, Finance, Strategic Financial..., Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Investment Strategies, Asset Management, Mutual Funds, Portfolio Management, Wealth Management, Fixed Annuities, Estate Planning, Retirement, Risk Management, Alternative Investments, Process Improvement, Leadership, Forecasting, Bonds, Variable Annuities, Equities, Stocks, Financial Advisory, Management, Insurance, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2007 — 2008
MBA
Brigham Young University 1997 — 2000
BS, Planning & Resource Mgmt
Brigham Young University - Idaho 1995 — 1997
Associates, Business
Denise Watson, CIPP/US's Raymond James Financial Inc. Experience March 2012 - Present
Job Manager, RJF Privacy at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. March 2012 - Present
IAPP - International Association of Privacy Professionals 2013 - Present
Raymond James July 2007 - February 2012
Raymond James August 2005 - July 2007
Raymond James March 1998 - August 2005
Square D Company 1980 - 1996
Skills
SDLC, Project Management, Risk Management, Software Development, Public Speaking, Visio, Business Analysis, Process Improvement, Securities, Security Management, Privacy Policies, Privacy Compliance, Security, Access, Requirements Analysis, Requirements Gathering, SQL, SharePoint, Testing, ITIL, PMP, Governance, Business Process, Program Management, Data Privacy, Microsoft SQL Server, User Acceptance Testing, Disaster Recovery, Integration, Financial Services, Databases, Software Project..., IT Strategy, Business Process..., Vendor Management, Information Technology, Management, Software Documentation, Business Intelligence, Business Requirements, Analysis, Enterprise Architecture, IT Management, IT Audit, PCI DSS, Systems Analysis, MS Project, Business Continuity..., CRM, PMO
Education
Austin Peay State University
B.S., Business
Raymond James Financial Inc. March 2012 - Present
IAPP - International Association of Privacy Professionals 2013 - Present
Raymond James July 2007 - February 2012
Raymond James August 2005 - July 2007
Raymond James March 1998 - August 2005
Square D Company 1980 - 1996
Skills
SDLC, Project Management, Risk Management, Software Development, Public Speaking, Visio, Business Analysis, Process Improvement, Securities, Security Management, Privacy Policies, Privacy Compliance, Security, Access, Requirements Analysis, Requirements Gathering, SQL, SharePoint, Testing, ITIL, PMP, Governance, Business Process, Program Management, Data Privacy, Microsoft SQL Server, User Acceptance Testing, Disaster Recovery, Integration, Financial Services, Databases, Software Project..., IT Strategy, Business Process..., Vendor Management, Information Technology, Management, Software Documentation, Business Intelligence, Business Requirements, Analysis, Enterprise Architecture, IT Management, IT Audit, PCI DSS, Systems Analysis, MS Project, Business Continuity..., CRM, PMO
Education
Austin Peay State University
B.S., Business
Stan Yarmolowitz's Raymond James Financial Inc. Experience September 2014 - Present
Job Senior Manager, Practice Center PCG Business Technology at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. September 2014 - Present
UBS Wealth Management August 2012 - May 2014
UBS Investment Bank November 2009 - August 2012
UBS Investment Bank July 2008 - October 2009
UBS Investment Bank November 2003 - June 2008
UBS Investment Bank February 1994 - October 2003
Credit Suisse February 1992 - January 1994
Barclays Bank PLC August 1988 - February 1992
Skills
FX Options, Market Risk, Trading, Trading Systems, Prime Brokerage, Derivatives, Front Office, Risk Management, FX, Financial Risk, Equities, VAR, Electronic Trading, Fixed Income, Linux, C++
Education
Baruch College, City University of New York (CUNY) 1984 — 1986
Computer Science
Raymond James Financial Inc. September 2014 - Present
UBS Wealth Management August 2012 - May 2014
UBS Investment Bank November 2009 - August 2012
UBS Investment Bank July 2008 - October 2009
UBS Investment Bank November 2003 - June 2008
UBS Investment Bank February 1994 - October 2003
Credit Suisse February 1992 - January 1994
Barclays Bank PLC August 1988 - February 1992
Skills
FX Options, Market Risk, Trading, Trading Systems, Prime Brokerage, Derivatives, Front Office, Risk Management, FX, Financial Risk, Equities, VAR, Electronic Trading, Fixed Income, Linux, C++
Education
Baruch College, City University of New York (CUNY) 1984 — 1986
Computer Science
Konstantin Tcherepachenets, CFA, CAIA's Raymond James Financial Inc. Experience July 2009 - November 2013
Job Equity Analyst (Generalist) at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust December 2013 - Present
Raymond James Financial Inc. July 2009 - November 2013
Bank of America, Columbia Management 2006 - 2009
Columbia Management September 2007 - November 2007
Skills
Equities, Investments, Equity Research, Asset Management, Portfolio Management, Alternative Investments, Equity Valuation, Hospitals, Capital Markets, Financial Analysis, Asset Allocation, Mutual Funds, Hedge Funds, Financial Modeling, Bloomberg, Valuation, Finance, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Investments
University of California, Riverside
Bessemer Trust December 2013 - Present
Raymond James Financial Inc. July 2009 - November 2013
Bank of America, Columbia Management 2006 - 2009
Columbia Management September 2007 - November 2007
Skills
Equities, Investments, Equity Research, Asset Management, Portfolio Management, Alternative Investments, Equity Valuation, Hospitals, Capital Markets, Financial Analysis, Asset Allocation, Mutual Funds, Hedge Funds, Financial Modeling, Bloomberg, Valuation, Finance, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Investments
University of California, Riverside
Brian Stiles's Raymond James Financial Inc. Experience April 2012 - Present
Job Designer at Raymond James Financial Inc.
Industry Design
Experience
Raymond James Financial Inc. April 2012 - Present
BSGRAFIX March 2007 - Present
BIC Graphic USA June 2011 - November 2011
Mediagistic March 2008 - February 2009
SDII GLOBAL April 2007 - November 2007
Diamond Products February 2004 - January 2007
Catalina Marketing 2003 - 2004
Vogue International Ltd August 2001 - March 2002
MEDIABROWSER.COM, INC. November 1999 - May 2001
Skills
Packaging, Logo Design, Brochures, Graphics, Direct Mail, Graphic Design, Photography, Corporate Identity, InDesign, Advertising, Illustrator, Layout, Adobe Creative Suite, Photoshop, Mac, Typography, Creative Direction, Brand Development, Collateral, Illustration, Web Design, Concept Development, Image Manipulation, Art Direction, Catalogs, Posters, Art, QuarkXPress, Corporate Branding
Education
Art Institute of Dallas 1987 — 1989
Associates of Applied Science, Visual Communications
RL PASCHAL 1983 — 1987
Raymond James Financial Inc. April 2012 - Present
BSGRAFIX March 2007 - Present
BIC Graphic USA June 2011 - November 2011
Mediagistic March 2008 - February 2009
SDII GLOBAL April 2007 - November 2007
Diamond Products February 2004 - January 2007
Catalina Marketing 2003 - 2004
Vogue International Ltd August 2001 - March 2002
MEDIABROWSER.COM, INC. November 1999 - May 2001
Skills
Packaging, Logo Design, Brochures, Graphics, Direct Mail, Graphic Design, Photography, Corporate Identity, InDesign, Advertising, Illustrator, Layout, Adobe Creative Suite, Photoshop, Mac, Typography, Creative Direction, Brand Development, Collateral, Illustration, Web Design, Concept Development, Image Manipulation, Art Direction, Catalogs, Posters, Art, QuarkXPress, Corporate Branding
Education
Art Institute of Dallas 1987 — 1989
Associates of Applied Science, Visual Communications
RL PASCHAL 1983 — 1987
Bill Peacock's Raymond James Financial Inc. Experience August 2013 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Hospital & Health Care
Experience
Raymond James Financial Inc. August 2013 - Present
Shannon Medical Center October 2001 - October 2013
Skills
Strategic Financial..., Retirement Planning, Investments, Investment Advisory..., Estate Planning
Education
Angelo State University 1995 — 1998
Bachelor of Business Administration (BBA), Finance, General
Raymond James Financial Inc. August 2013 - Present
Shannon Medical Center October 2001 - October 2013
Skills
Strategic Financial..., Retirement Planning, Investments, Investment Advisory..., Estate Planning
Education
Angelo State University 1995 — 1998
Bachelor of Business Administration (BBA), Finance, General
Melissa Huckins's Raymond James Financial Inc. Experience January 2015 - Present
Job Associate Vice President, Investments at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
Edward Jones September 2009 - January 2015
Broadus Capital Management LLC October 2008 - February 2010
Factors Southwest, LLC September 2007 - October 2008
FINOVA Capital Corporation December 1988 - February 2002
Education
Arizona State University 1998 — 2000
Masters, Business Administration
Millikin University 1979 — 1983
Bachelors of Science, Accounting
Raymond James Financial Inc. January 2015 - Present
Edward Jones September 2009 - January 2015
Broadus Capital Management LLC October 2008 - February 2010
Factors Southwest, LLC September 2007 - October 2008
FINOVA Capital Corporation December 1988 - February 2002
Education
Arizona State University 1998 — 2000
Masters, Business Administration
Millikin University 1979 — 1983
Bachelors of Science, Accounting
Mark Pera's Raymond James Financial Inc. Experience June 2012 - Present
Job Institutional Consultant AMS at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2012 - Present
Raymond James Financial Inc. October 2012 - Present
Morgan Keegan August 2009 - September 2012
Morgan Keegan October 2004 - July 2009
Education
Auburn University 1999 — 2003
BSBA, Finance, General
Auburn University
BSBA Marketing/Finance
Raymond James Financial, Inc. June 2012 - Present
Raymond James Financial Inc. October 2012 - Present
Morgan Keegan August 2009 - September 2012
Morgan Keegan October 2004 - July 2009
Education
Auburn University 1999 — 2003
BSBA, Finance, General
Auburn University
BSBA Marketing/Finance
Joe Larizza's Raymond James Financial Inc. Experience 2011 - Present
Job SVP Head of Agency and treasury trading at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2011 - Present
vining sparks July 1995 - Present
First Boston 1994 - 1995
Vining Sparks, IBG September 1989 - June 1994
Barnett Bank March 1987 - July 1989
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Bonds, Derivatives, Financial Markets, Hedge Funds, Fixed Income, Equities, Interest Rate..., Investment Banking, Portfolio Management, Investments, Securities, Series 63, Series 7, Structured Products, Trading, Series 24, Swaps, Options, Risk Management, Financial Modeling, Valuation, Trading Systems, Banking, Wealth Management
Education
Auburn University 1983 — 1987
BA, Econmics
Bishop Kenny High School 1981 — 1983
Raymond James Financial Inc. 2011 - Present
vining sparks July 1995 - Present
First Boston 1994 - 1995
Vining Sparks, IBG September 1989 - June 1994
Barnett Bank March 1987 - July 1989
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Bonds, Derivatives, Financial Markets, Hedge Funds, Fixed Income, Equities, Interest Rate..., Investment Banking, Portfolio Management, Investments, Securities, Series 63, Series 7, Structured Products, Trading, Series 24, Swaps, Options, Risk Management, Financial Modeling, Valuation, Trading Systems, Banking, Wealth Management
Education
Auburn University 1983 — 1987
BA, Econmics
Bishop Kenny High School 1981 — 1983
Nanette Vogler's Raymond James Financial Inc. Experience January 2014 - Present
Job Senior Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James April 2006 - January 2014
Ernst & Young August 2001 - September 2005
PricewaterhouseCoopers July 2000 - July 2001
Disneyland Resort November 1998 - June 2000
Walt Disney Feature Animation July 1996 - November 1998
Intelsat September 1995 - December 1995
Intelsat May 1995 - December 1995
Skills
Process Improvement, Managerial Finance, Accounting, Budgets, Strategic Financial..., Project Management, Management, Tax, Business Development, Internal Controls, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Auditing, Financial Reporting, Finance, Financial Accounting, Risk Management, Leadership, Business Analysis, Disaster Recovery, Business Continuity..., Software Quality Control, SharePoint, Software Implementation, Disaster Response, Analysis, General Ledger, Vendor Management, Cross-functional Team..., Strategy, Management Consulting, Change Management, Requirements Gathering, Variance Analysis, Business Planning, Project Planning, Integration, Software Documentation, Training, Access, Consulting
Education
University of South Florida 2006 — 2008
Accounting
American University - Kogod School of Business 1994 — 1996
MBA, International Finance
Cleveland State University 1989 — 1994
BSBA, Marketing
Shaker Heights High School 1984 — 1987
Raymond James Financial Inc. January 2014 - Present
Raymond James April 2006 - January 2014
Ernst & Young August 2001 - September 2005
PricewaterhouseCoopers July 2000 - July 2001
Disneyland Resort November 1998 - June 2000
Walt Disney Feature Animation July 1996 - November 1998
Intelsat September 1995 - December 1995
Intelsat May 1995 - December 1995
Skills
Process Improvement, Managerial Finance, Accounting, Budgets, Strategic Financial..., Project Management, Management, Tax, Business Development, Internal Controls, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Auditing, Financial Reporting, Finance, Financial Accounting, Risk Management, Leadership, Business Analysis, Disaster Recovery, Business Continuity..., Software Quality Control, SharePoint, Software Implementation, Disaster Response, Analysis, General Ledger, Vendor Management, Cross-functional Team..., Strategy, Management Consulting, Change Management, Requirements Gathering, Variance Analysis, Business Planning, Project Planning, Integration, Software Documentation, Training, Access, Consulting
Education
University of South Florida 2006 — 2008
Accounting
American University - Kogod School of Business 1994 — 1996
MBA, International Finance
Cleveland State University 1989 — 1994
BSBA, Marketing
Shaker Heights High School 1984 — 1987
Matthew Linn's Raymond James Financial Inc. Experience June 1996 - May 1997
Job Assistant Vice President Finance at Church Pension Group
Industry Financial Services
Experience
Church Pension Group April 2013 - Present
Church Pension Group September 2001 - March 2013
American Express May 2000 - August 2001
LRP Publications May 1999 - January 2000
Ocwen Financial Corporation May 1997 - May 1999
Raymond James Financial Inc. June 1996 - May 1997
Skills
Financial Reporting, Financial Analysis, Financial Risk, Strategic Financial..., Business Analysis, Process Improvement, Fixed Income, Insurance Background, Financial Statement..., Statutory Accounting, Enterprise Content..., Spanish, Asset Managment, Management, Leadership Development
Education
American University 1993 — 1996
MBA, Finance, International Finance
University of Baltimore 1983 — 1986
BS, Accounting
Church Pension Group April 2013 - Present
Church Pension Group September 2001 - March 2013
American Express May 2000 - August 2001
LRP Publications May 1999 - January 2000
Ocwen Financial Corporation May 1997 - May 1999
Raymond James Financial Inc. June 1996 - May 1997
Skills
Financial Reporting, Financial Analysis, Financial Risk, Strategic Financial..., Business Analysis, Process Improvement, Fixed Income, Insurance Background, Financial Statement..., Statutory Accounting, Enterprise Content..., Spanish, Asset Managment, Management, Leadership Development
Education
American University 1993 — 1996
MBA, Finance, International Finance
University of Baltimore 1983 — 1986
BS, Accounting
Jim Buie's Raymond James Financial Inc. Experience March 2008 - Present
Job Managing Director, Raymond James Financial
Industry Investment Banking
Experience
Raymond James Financial Inc. March 2008 - Present
Banc of America Securities February 2004 - February 2008
Texas Bond Review Board November 1999 - February 2004
Skills
Investment Banking, Bonds, Investments, Public Finance, Series 7, Financial Analysis, Series 63, Capital Markets, Securities, Credit Analysis, Fixed Income, Finance, Financial Modeling, Bloomberg, Strategic Planning, Series 53, Asset Allocation, Alternative Investments, FINRA, Portfolio Management
Education
Midwestern State University 1988 — 1990
MBA, Business Administration and Management
Austin College 1986 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
Raymond James Financial Inc. March 2008 - Present
Banc of America Securities February 2004 - February 2008
Texas Bond Review Board November 1999 - February 2004
Skills
Investment Banking, Bonds, Investments, Public Finance, Series 7, Financial Analysis, Series 63, Capital Markets, Securities, Credit Analysis, Fixed Income, Finance, Financial Modeling, Bloomberg, Strategic Planning, Series 53, Asset Allocation, Alternative Investments, FINRA, Portfolio Management
Education
Midwestern State University 1988 — 1990
MBA, Business Administration and Management
Austin College 1986 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
Malka Aulov's Raymond James Financial Inc. Experience February 2006 - August 2006
Job Financial Assistant
Industry Financial Services
Experience
Ameriprise Financial February 2008 - November 2009
Raymond James Financial Inc. February 2006 - August 2006
Skills
Administrative Support, Word, Fax, Excel, Typing, Administrative..., Microsoft Word, Access, Microsoft Excel, Outlook
Education
Baruch College 2001 — 2005
BBA, Marketing
Ameriprise Financial February 2008 - November 2009
Raymond James Financial Inc. February 2006 - August 2006
Skills
Administrative Support, Word, Fax, Excel, Typing, Administrative..., Microsoft Word, Access, Microsoft Excel, Outlook
Education
Baruch College 2001 — 2005
BBA, Marketing
Steve Poitevint's Raymond James Financial Inc. Experience 1990 - Present
Job Registered Principal, Financial Advisor, Investment Management Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Stephen P. Poitevint, Inc., An Independent Firm May 1998 - Present
Raymond James Financial Inc. 1990 - Present
Skills
Finance, Series 7, Retirement Planning, Securities, Financial Advisory, Strategic Financial..., Investments, Investment Management, Wealth Management, Mutual Funds, Investment Advisory, IRAs, Retirement, Fixed Annuities, Estate Planning, 401k, Asset Allocation, Series 63
Education
Auburn University 1975 — 1980
Bachelor of Business Administration (B.B.A.)
Stephen P. Poitevint, Inc., An Independent Firm May 1998 - Present
Raymond James Financial Inc. 1990 - Present
Skills
Finance, Series 7, Retirement Planning, Securities, Financial Advisory, Strategic Financial..., Investments, Investment Management, Wealth Management, Mutual Funds, Investment Advisory, IRAs, Retirement, Fixed Annuities, Estate Planning, 401k, Asset Allocation, Series 63
Education
Auburn University 1975 — 1980
Bachelor of Business Administration (B.B.A.)
Cibi Arasu's Raymond James Financial Inc. Experience June 2011 - Present
Job Business Analyst at Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial Inc. June 2011 - Present
Cognizant Technology Solutions September 2008 - May 2009
Skills
Requirements Analysis, Data Analysis, Scrum, Visio, Java, Databases, TFS, Requirements Gathering, Process Flow, Continuous Delivery, Microsoft SQL Server, Microsoft Office, VHDL, Business Analysis, SQL, SDLC, Oracle, Software Development, Agile Methodologies
Education
University of Florida 2009 — 2011
M.S, Electrical Engineering
Anna University 2004 — 2008
B.E, Electronics & Communication
DAV 1997 — 2004
Raymond James Financial Inc. June 2011 - Present
Cognizant Technology Solutions September 2008 - May 2009
Skills
Requirements Analysis, Data Analysis, Scrum, Visio, Java, Databases, TFS, Requirements Gathering, Process Flow, Continuous Delivery, Microsoft SQL Server, Microsoft Office, VHDL, Business Analysis, SQL, SDLC, Oracle, Software Development, Agile Methodologies
Education
University of Florida 2009 — 2011
M.S, Electrical Engineering
Anna University 2004 — 2008
B.E, Electronics & Communication
DAV 1997 — 2004
Anne Atlas's Raymond James Financial Inc. Experience September 2001 - November 2004
Job Sales Associate
Industry Financial Services
Experience
Russell Investments July 2012 - Present
Russell Investments June 2010 - June 2012
Russell Investments November 2004 - June 2010
Raymond James Financial Inc. September 2001 - November 2004
Raymond James Financial Inc. September 2000 - September 2001
Raymond James Financial Inc. February 1996 - September 2000
Raymond James Financial Inc. January 1992 - February 1996
Education
Auburn University 1987 — 1991
Bachelor of Arts (B.A.)
Russell Investments July 2012 - Present
Russell Investments June 2010 - June 2012
Russell Investments November 2004 - June 2010
Raymond James Financial Inc. September 2001 - November 2004
Raymond James Financial Inc. September 2000 - September 2001
Raymond James Financial Inc. February 1996 - September 2000
Raymond James Financial Inc. January 1992 - February 1996
Education
Auburn University 1987 — 1991
Bachelor of Arts (B.A.)
Mark F. Muellers's Raymond James Financial Inc. Experience April 2014 - November 2014
Job Senior IT Professional
Industry Government Administration
Experience
Definitive Logic November 2014 - Present
Raymond James Financial Inc. April 2014 - November 2014
Serve an American Express Company August 2013 - April 2014
Coventry Health Care October 2012 - July 2013
Vitera Healthcare Solutions February 2012 - October 2012
Vitera Healthcare Solutions July 2008 - February 2012
Sage July 2007 - June 2008
Sage September 2004 - May 2007
Scoring System, Inc February 2004 - September 2004
Synectics Inc. September 2001 - August 2002
Skills
Siebel EIM, Oracle database 11g, SQL Server 2000-2008, Siebel, Data Modeling, Unix Shell Scripting, PL/SQL, SQL, Oracle, Erwin, Microsoft SQL Server, Database Design, MS Reporting Services, Databases, Business Intelligence, SDLC, Unix, Data Warehousing, Visio, T-SQL, Business Analysis, Software Project..., Software Development, Data Migration, Integration, Cognos, Requirements Analysis, Visual Studio, MySQL, Requirements Gathering, Toad, OBIEE, Enterprise Software, SSRS, Project Management, Business Process, MS Project, CRM, Systems Analysis, Shell Scripting, EDI, SharePoint, Software Documentation, Database Administration, Software Implementation, ASP.NET, Testing, ETL, Web Applications
Education
Baruch College, City University of New York (CUNY) 1993 — 1996
MBA, Industrial/Organizational Psychology
University at Albany, SUNY 1982 — 1985
B.S., Computer Science
Definitive Logic November 2014 - Present
Raymond James Financial Inc. April 2014 - November 2014
Serve an American Express Company August 2013 - April 2014
Coventry Health Care October 2012 - July 2013
Vitera Healthcare Solutions February 2012 - October 2012
Vitera Healthcare Solutions July 2008 - February 2012
Sage July 2007 - June 2008
Sage September 2004 - May 2007
Scoring System, Inc February 2004 - September 2004
Synectics Inc. September 2001 - August 2002
Skills
Siebel EIM, Oracle database 11g, SQL Server 2000-2008, Siebel, Data Modeling, Unix Shell Scripting, PL/SQL, SQL, Oracle, Erwin, Microsoft SQL Server, Database Design, MS Reporting Services, Databases, Business Intelligence, SDLC, Unix, Data Warehousing, Visio, T-SQL, Business Analysis, Software Project..., Software Development, Data Migration, Integration, Cognos, Requirements Analysis, Visual Studio, MySQL, Requirements Gathering, Toad, OBIEE, Enterprise Software, SSRS, Project Management, Business Process, MS Project, CRM, Systems Analysis, Shell Scripting, EDI, SharePoint, Software Documentation, Database Administration, Software Implementation, ASP.NET, Testing, ETL, Web Applications
Education
Baruch College, City University of New York (CUNY) 1993 — 1996
MBA, Industrial/Organizational Psychology
University at Albany, SUNY 1982 — 1985
B.S., Computer Science
Helen Les's Raymond James Financial Inc. Experience September 2010 - Present
Job Support Analyst I at Raymond James Financial Inc.
Industry Computer Software
Experience
Pierogi Gals September 2011 - Present
Raymond James Financial Inc. September 2010 - Present
Raymond James & Associates, Inc 2010 - 2012
EDS, an HP Company May 2001 - May 2009
Delphi 1985 - 2009
Electronic Data Systems Corporation February 1998 - May 2001
Electronic Data Systems Corporation June 1996 - February 1998
Electronic Data Systems October 1992 - June 1996
Electronic Data Systems Corporation February 1985 - October 1992
Skills
Troubleshooting, XP, Servers, Training, Hardware, Change Management, Technical Support, Computer Hardware, Testing, HP, Customer Service, Help Desk Support, Network Administration, Software Installation
Education
Baker College Business and Corporate Services 2010 — 2013
Associates, Applied Science, Computer Network Technology, 3.85
Walsh College 2000 — 2001
Microsoft Certified Systems Engineer Program (MCSE)
Oakland Community College 1987 — 1995
Associates, Applied Science
Pierogi Gals September 2011 - Present
Raymond James Financial Inc. September 2010 - Present
Raymond James & Associates, Inc 2010 - 2012
EDS, an HP Company May 2001 - May 2009
Delphi 1985 - 2009
Electronic Data Systems Corporation February 1998 - May 2001
Electronic Data Systems Corporation June 1996 - February 1998
Electronic Data Systems October 1992 - June 1996
Electronic Data Systems Corporation February 1985 - October 1992
Skills
Troubleshooting, XP, Servers, Training, Hardware, Change Management, Technical Support, Computer Hardware, Testing, HP, Customer Service, Help Desk Support, Network Administration, Software Installation
Education
Baker College Business and Corporate Services 2010 — 2013
Associates, Applied Science, Computer Network Technology, 3.85
Walsh College 2000 — 2001
Microsoft Certified Systems Engineer Program (MCSE)
Oakland Community College 1987 — 1995
Associates, Applied Science
Trip Phillips, RICP®'s Raymond James Financial Inc. Experience November 2014 - Present
Job Financial Advisor & Retirement Plan Consultant Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Harbor Financial Services July 2007 - November 2014
Raymond James Financial Inc. September 2004 - July 2007
Morgan Stanley May 1994 - September 2004
Morgan Keegan & Company June 1989 - April 1994
Skills
Financial Planning, Retirement Planning, Retirement Income..., Investments, Mutual Funds, Variable Annuities, Stocks, Bonds, Wealth Management, Qualified Retirement..., IRAs, 401k, RICP®
Education
Auburn University 1982 — 1986
Bachelor of Science (B.S.), Business Administration, Management and Operations
Raymond James Financial Inc. November 2014 - Present
Harbor Financial Services July 2007 - November 2014
Raymond James Financial Inc. September 2004 - July 2007
Morgan Stanley May 1994 - September 2004
Morgan Keegan & Company June 1989 - April 1994
Skills
Financial Planning, Retirement Planning, Retirement Income..., Investments, Mutual Funds, Variable Annuities, Stocks, Bonds, Wealth Management, Qualified Retirement..., IRAs, 401k, RICP®
Education
Auburn University 1982 — 1986
Bachelor of Science (B.S.), Business Administration, Management and Operations
Thomas Bucci's Raymond James Financial Inc. Experience 1995 - 2005
Job Sr. Financial Advisor at Henley and Co. LLC
Industry Financial Services
Experience
Henley and Co. LLC 2009 - Present
Granite Financial/ Principal Financial Group September 2005 - January 2009
Raymond James Financial Inc. 1995 - 2005
Skills
Investments, Mutual Funds, Retirement Planning, Financial Analysis, Banking, Fixed Annuities, Portfolio Management, FINRA, Series 24, Finance, Series 63, Series 7, Financial Advisory, Securities, Financial Services, IRAs, 401k, Wealth Management, Financial Planning, Investment Advisory, Retirement
Education
Adelphi University 1977 — 1981
BBA, Business Administration
Henley and Co. LLC 2009 - Present
Granite Financial/ Principal Financial Group September 2005 - January 2009
Raymond James Financial Inc. 1995 - 2005
Skills
Investments, Mutual Funds, Retirement Planning, Financial Analysis, Banking, Fixed Annuities, Portfolio Management, FINRA, Series 24, Finance, Series 63, Series 7, Financial Advisory, Securities, Financial Services, IRAs, 401k, Wealth Management, Financial Planning, Investment Advisory, Retirement
Education
Adelphi University 1977 — 1981
BBA, Business Administration
Michael Krauza's Raymond James Financial Inc. Experience June 2012 - November 2012
Job Business Risk Control Analyst HSBC Financial
Industry Banking
Experience
HSBC December 2012 - Present
Raymond James Financial Inc. June 2012 - November 2012
Ceridian October 2010 - July 2012
Brown & Brown April 2000 - January 2009
Applied Systems April 1994 - April 2000
Applied Systems 1994 - 2000
Skills
Captivate, SnagIt, Process Improvement, Software Documentation, Visio, Business Analysis, Business Process, Leadership
Education
Allegheny College 1988 — 1992
BA, Political Science, Computer Science
HSBC December 2012 - Present
Raymond James Financial Inc. June 2012 - November 2012
Ceridian October 2010 - July 2012
Brown & Brown April 2000 - January 2009
Applied Systems April 1994 - April 2000
Applied Systems 1994 - 2000
Skills
Captivate, SnagIt, Process Improvement, Software Documentation, Visio, Business Analysis, Business Process, Leadership
Education
Allegheny College 1988 — 1992
BA, Political Science, Computer Science
Heng (Grace) Gu's Raymond James Financial Inc. Experience December 2002 - February 2003
Job Healthcare Cost Outcomes Director at Empire Blue Cross Blue Shield / Anthem
Industry Insurance
Experience
Empire Blue Cross Blue Shield / Anthem April 2015 - Present
Anthem, Inc. June 2014 - April 2015
WellPoint November 2012 - April 2014
WellPoint May 2011 - April 2014
Empire Blue Cross Blue Shield / WellPoint June 2007 - November 2012
Empire Blue Cross Blue Shield / WellPoint May 2006 - May 2007
Empire Blue Cross Blue Shield / WellPoint February 2004 - May 2006
Raymond James Financial Inc. December 2002 - February 2003
China Export Bases Development Shanghai Corp July 1995 - August 2001
Skills
Analysis, Strategy, Financial Modeling, Strategic Planning, Project Management, Process Improvement, Change Management, Product Management, Cross-functional Team..., Health Insurance, Cost of Care, Executive Reporting, Management, Vendor Management, Payment Innovation, Business Analysis, Provider Network..., Medicare Business, Data Analysis, Financial Analysis, Managed Care, Business Strategy, Business Development, Team Building, Competitive Analysis, Risk Management, Multi Culture Strategy, Business Intelligence, Leadership, Forecasting, Business Planning, Training, Budgets, Program Management, Project Portfolio..., Medicaid
Education
Baruch College, City University of New York (CUNY) 2002 — 2003
MBA, Finance
Fudan University 2000 — 2001
MBA, Finance
Shanghai University of International Business and Economics 1991 — 1995
BA, Business and Finance Management
Empire Blue Cross Blue Shield / Anthem April 2015 - Present
Anthem, Inc. June 2014 - April 2015
WellPoint November 2012 - April 2014
WellPoint May 2011 - April 2014
Empire Blue Cross Blue Shield / WellPoint June 2007 - November 2012
Empire Blue Cross Blue Shield / WellPoint May 2006 - May 2007
Empire Blue Cross Blue Shield / WellPoint February 2004 - May 2006
Raymond James Financial Inc. December 2002 - February 2003
China Export Bases Development Shanghai Corp July 1995 - August 2001
Skills
Analysis, Strategy, Financial Modeling, Strategic Planning, Project Management, Process Improvement, Change Management, Product Management, Cross-functional Team..., Health Insurance, Cost of Care, Executive Reporting, Management, Vendor Management, Payment Innovation, Business Analysis, Provider Network..., Medicare Business, Data Analysis, Financial Analysis, Managed Care, Business Strategy, Business Development, Team Building, Competitive Analysis, Risk Management, Multi Culture Strategy, Business Intelligence, Leadership, Forecasting, Business Planning, Training, Budgets, Program Management, Project Portfolio..., Medicaid
Education
Baruch College, City University of New York (CUNY) 2002 — 2003
MBA, Finance
Fudan University 2000 — 2001
MBA, Finance
Shanghai University of International Business and Economics 1991 — 1995
BA, Business and Finance Management
C. Patrick McCarty, III, CFP®'s Raymond James Financial Inc. Experience December 2012 - June 2013
Job Director Centralized Financial Security at Northwestern Mutual Memphis
Industry Financial Services
Experience
Raymond James Financial Inc. December 2012 - June 2013
Morgan Keegan November 2007 - December 2012
Morgan Keegan 2005 - 2007
Morgan Keegan 2000 - 2005
Morgan Keegan 1996 - 2000
American Greetings 1993 - 1996
American Greetings 1991 - 1993
American Greetings 1988 - 1991
Skills
Wealth Management, Securities, Series 7, Retirement Planning, Investments, Mutual Funds, Equities, Portfolio Management, Asset Allocation, Investment Advisory, Alternative Investments, Retirement, Financial Advisory, Business Development, Practice Management, Strategic Financial..., Series 66, Asset Management, Estate Planning, Financial Analysis, Financial Modeling, Uniform Combined State..., FINRA, Mergers & Acquisitions, Investment Management, Wealth Management..., Series 63, Fixed Income, Investment Strategies
Education
Christian Brothers University 2007 — 2008
Certificate, Finanical Planning
Arkansas State University 1984 — 1988
Bachelor, Business Adminsistration
University of Arkansas 1983 — 1984
Raymond James Financial Inc. December 2012 - June 2013
Morgan Keegan November 2007 - December 2012
Morgan Keegan 2005 - 2007
Morgan Keegan 2000 - 2005
Morgan Keegan 1996 - 2000
American Greetings 1993 - 1996
American Greetings 1991 - 1993
American Greetings 1988 - 1991
Skills
Wealth Management, Securities, Series 7, Retirement Planning, Investments, Mutual Funds, Equities, Portfolio Management, Asset Allocation, Investment Advisory, Alternative Investments, Retirement, Financial Advisory, Business Development, Practice Management, Strategic Financial..., Series 66, Asset Management, Estate Planning, Financial Analysis, Financial Modeling, Uniform Combined State..., FINRA, Mergers & Acquisitions, Investment Management, Wealth Management..., Series 63, Fixed Income, Investment Strategies
Education
Christian Brothers University 2007 — 2008
Certificate, Finanical Planning
Arkansas State University 1984 — 1988
Bachelor, Business Adminsistration
University of Arkansas 1983 — 1984
Sharyn Forbes's Raymond James Financial Inc. Experience April 2012 - Present
Job Project Manager
Industry Facilities Services
Experience
Raymond James Financial Inc. April 2012 - Present
CB Richard Ellis - Global Corporate Services March 2005 - December 2010
NELSON October 1997 - March 2005
Skills
Space-planning, Move Management, Interior Design, Submittals, Design Research, AutoCAD, Interior Architecture, Construction Management, Facilities Management
Education
Art Institute of Philadelphia 1994 — 1997
Associate's degree, Interior Design
Atlantic Cape Community College
Raymond James Financial Inc. April 2012 - Present
CB Richard Ellis - Global Corporate Services March 2005 - December 2010
NELSON October 1997 - March 2005
Skills
Space-planning, Move Management, Interior Design, Submittals, Design Research, AutoCAD, Interior Architecture, Construction Management, Facilities Management
Education
Art Institute of Philadelphia 1994 — 1997
Associate's degree, Interior Design
Atlantic Cape Community College
John Ungerer's Raymond James Financial Inc. Experience 2003 - 2006
Job Founder at Under the Mountain Studios
Industry Architecture & Planning
Experience
Under the Mountain Studios August 2015 - Present
idesign Architects December 2011 - August 2015
Homage Mausoleums + Funeral Homes + Cemeteries January 2012 - March 2014
Donofro & Associates August 2009 - December 2011
Gensler 2006 - 2009
Raymond James Financial Inc. 2003 - 2006
API -Architects and Planners 2002 - 2003
Smallwood Reynolds Stewart Stewart 1998 - May 2002
Skills
Architecture, Sustainable Design, Interiors, CAD, Construction, Construction Documents, Architectural Design, Design Development, Space Planning, Revit, Interior Design, Renovation, BIM, Construction Management, AutoCAD, Residential, Retail, Project Coordination, Restaurants, Contract Management, Planning, Master Planning, Mixed-use, Microsoft Office, Contract Negotiation, Green Building, Scheduling, Graphic Design, Urban Design, Historic Preservation, LEED, Detailing, Strategic Planning, Feasibility Studies, AutoCAD Architecture, Budgeting, Architectural Drafting, Adaptive Reuse, Interior Architecture, Corporate Interiors, Submittals, Construction Drawings, Process Scheduler, Design Research, SketchUp, Space planning, Architectural Drawings, Rendering, LEED AP, Residential Design
Education
Auburn University 1973 — 1980
Professional Bachelor of Architecture, Architecture, Environmental Design
Under the Mountain Studios August 2015 - Present
idesign Architects December 2011 - August 2015
Homage Mausoleums + Funeral Homes + Cemeteries January 2012 - March 2014
Donofro & Associates August 2009 - December 2011
Gensler 2006 - 2009
Raymond James Financial Inc. 2003 - 2006
API -Architects and Planners 2002 - 2003
Smallwood Reynolds Stewart Stewart 1998 - May 2002
Skills
Architecture, Sustainable Design, Interiors, CAD, Construction, Construction Documents, Architectural Design, Design Development, Space Planning, Revit, Interior Design, Renovation, BIM, Construction Management, AutoCAD, Residential, Retail, Project Coordination, Restaurants, Contract Management, Planning, Master Planning, Mixed-use, Microsoft Office, Contract Negotiation, Green Building, Scheduling, Graphic Design, Urban Design, Historic Preservation, LEED, Detailing, Strategic Planning, Feasibility Studies, AutoCAD Architecture, Budgeting, Architectural Drafting, Adaptive Reuse, Interior Architecture, Corporate Interiors, Submittals, Construction Drawings, Process Scheduler, Design Research, SketchUp, Space planning, Architectural Drawings, Rendering, LEED AP, Residential Design
Education
Auburn University 1973 — 1980
Professional Bachelor of Architecture, Architecture, Environmental Design
Glen Appleton's Raymond James Financial Inc. Experience September 2011 - November 2013
Job Release Engineer at Bloomin' Brands, Inc.
Industry Hospitality
Experience
Bloomin' Brands, Inc. November 2013 - Present
Raymond James Financial Inc. September 2011 - November 2013
Raymond James Financial October 2004 - September 2011
Raymond James Financial Inc. April 2004 - October 2004
Raymond James Financial Inc. September 1997 - April 2004
American Telecom Enterprise March 1994 - June 1997
Skills
SDLC, SQL, Visio, Build Tools, Build Automation, Visual Studio Team..., Microsoft SQL Server, Software Development, Quality Center, Requirements Analysis, SSRS, Agile Methodologies, Requirements Gathering, T-SQL, SSIS, SharePoint, IIS, Systems Analysis, Data Modeling, Web Services, Agile Project Management, C#, ASP.NET, DB2, VB.NET, SOA, .NET, Visual Studio, Scrum, Database Design, Software Project..., Enterprise Architecture, XML, Integration, WCF, Data Warehousing, Web Applications, Visual Basic, ETL, UML, Databases, Powershell, Crystal Reports, ASP, Testing, PL/SQL, User Acceptance Testing, COBOL, Unix
Education
Bryant and Stratton College-Main Syracuse 1991 — 1992
Bloomin' Brands, Inc. November 2013 - Present
Raymond James Financial Inc. September 2011 - November 2013
Raymond James Financial October 2004 - September 2011
Raymond James Financial Inc. April 2004 - October 2004
Raymond James Financial Inc. September 1997 - April 2004
American Telecom Enterprise March 1994 - June 1997
Skills
SDLC, SQL, Visio, Build Tools, Build Automation, Visual Studio Team..., Microsoft SQL Server, Software Development, Quality Center, Requirements Analysis, SSRS, Agile Methodologies, Requirements Gathering, T-SQL, SSIS, SharePoint, IIS, Systems Analysis, Data Modeling, Web Services, Agile Project Management, C#, ASP.NET, DB2, VB.NET, SOA, .NET, Visual Studio, Scrum, Database Design, Software Project..., Enterprise Architecture, XML, Integration, WCF, Data Warehousing, Web Applications, Visual Basic, ETL, UML, Databases, Powershell, Crystal Reports, ASP, Testing, PL/SQL, User Acceptance Testing, COBOL, Unix
Education
Bryant and Stratton College-Main Syracuse 1991 — 1992
Brent Nicks's Raymond James Financial Inc. Experience February 2012 - September 2013
Job Senior Vice President / Chief Compliance Officer Investment Advisory Services
Industry Financial Services
Experience
Wunderlich Securities October 2013 - Present
Raymond James Financial Inc. February 2012 - September 2013
Raymond James / Morgan Keegan June 2011 - February 2012
Morgan Keegan & Company, Inc. March 2008 - June 2011
First Tennessee Brokerage / First Horizon Investment Services January 2004 - March 2008
First Tennessee Brokerage / First Horizon Investment Services December 2000 - December 2003
Skills
Securities, Risk Management, Series 24, Financial Risk, Series 7, Series 63, Finance, Compliance Regulations, Insurance, Banking, Loans, Investments, General Securities..., Sales Management, Personnel Supervision, Series 65, Investment Sales, Investment Advisory, Bank Management, Financial Advisory, Credit, Soccer Coaching
Education
Auburn University 1989 — 1993
Bachelor of Science in Business Administration, Finance
Wunderlich Securities October 2013 - Present
Raymond James Financial Inc. February 2012 - September 2013
Raymond James / Morgan Keegan June 2011 - February 2012
Morgan Keegan & Company, Inc. March 2008 - June 2011
First Tennessee Brokerage / First Horizon Investment Services January 2004 - March 2008
First Tennessee Brokerage / First Horizon Investment Services December 2000 - December 2003
Skills
Securities, Risk Management, Series 24, Financial Risk, Series 7, Series 63, Finance, Compliance Regulations, Insurance, Banking, Loans, Investments, General Securities..., Sales Management, Personnel Supervision, Series 65, Investment Sales, Investment Advisory, Bank Management, Financial Advisory, Credit, Soccer Coaching
Education
Auburn University 1989 — 1993
Bachelor of Science in Business Administration, Finance
Jonathan Larsen, CFP®'s Raymond James Financial Inc. Experience January 2013 - Present
Job Compliance Supervisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Raymond James Financial March 2005 - December 2012
Smith Barney May 2003 - August 2003
Skills
Certified Financial..., Series 7, Series 24, Investments, Series 63, Series 65, Mutual Funds, Securities, Financial Services, Wealth Management, FINRA, Risk Management, Asset Management, Investment Advisory, Retirement Planning, Financial Advisory, SEC, Estate Planning
Education
Auburn University 2001 — 2004
International Business/Finance/Spanish
Raymond James Financial Inc. January 2013 - Present
Raymond James Financial March 2005 - December 2012
Smith Barney May 2003 - August 2003
Skills
Certified Financial..., Series 7, Series 24, Investments, Series 63, Series 65, Mutual Funds, Securities, Financial Services, Wealth Management, FINRA, Risk Management, Asset Management, Investment Advisory, Retirement Planning, Financial Advisory, SEC, Estate Planning
Education
Auburn University 2001 — 2004
International Business/Finance/Spanish
Alex Trzeciak's Raymond James Financial Inc. Experience September 2014 - January 2015
Job Associate Software Engineer at Finch Computing
Industry Computer Software
Experience
Finch Computing September 2015 - Present
General Assembly March 2015 - September 2015
Raymond James Financial Inc. September 2014 - January 2015
Oracle July 2013 - May 2014
Thomas Roulston Investment Partners, Inc. May 2012 - August 2012
Imagine Software May 2011 - August 2011
Skills
Financial Analysis, JavaScript, Ruby on Rails, jQuery, Microsoft Office, PostgreSQL, SQL, HTML5, Tennis, C++, Node.js, DOM, OOP, VBA, CSS, Mathematics, Mutual Funds, Git, AJAX, Valuation, Essbase, Hyperion, Agile Application...
Education
General Assembly 2015 — 2015
Washington University in St. Louis 2012 — 2013
Master of Science in Finance, Corporate Finance/Investments
Baldwin-Wallace College 2008 — 2012
BS, Mathematics and Economics
Avon Lake High School
Finch Computing September 2015 - Present
General Assembly March 2015 - September 2015
Raymond James Financial Inc. September 2014 - January 2015
Oracle July 2013 - May 2014
Thomas Roulston Investment Partners, Inc. May 2012 - August 2012
Imagine Software May 2011 - August 2011
Skills
Financial Analysis, JavaScript, Ruby on Rails, jQuery, Microsoft Office, PostgreSQL, SQL, HTML5, Tennis, C++, Node.js, DOM, OOP, VBA, CSS, Mathematics, Mutual Funds, Git, AJAX, Valuation, Essbase, Hyperion, Agile Application...
Education
General Assembly 2015 — 2015
Washington University in St. Louis 2012 — 2013
Master of Science in Finance, Corporate Finance/Investments
Baldwin-Wallace College 2008 — 2012
BS, Mathematics and Economics
Avon Lake High School
Ellen Jordan's Raymond James Financial Inc. Experience 2006 - 2007
Job Principal at EJ Inc/Personal Assistant/Plastic Surgery
Industry Medical Practice
Experience
- RECEPTIONIST - PERSONAL ASSISTANT -CARETAKER July 2010 - Present
EJ Inc. 2007 - Present
Vinings Surgery Center July 2009 - December 2012
Georgio Armani February 2007 - December 2008
Raymond James Financial Inc. 2006 - 2007
Atlanta Spirit LLC 2005 - 2006
Bellsouth Inc 1988 - 1993
Skills
Administrative..., Sales, Office Administration, Teamwork, Retail, Human Resources, Employee Relations, Event Management, Event Planning, Microsoft Word, Interior Design, Office Management, General Office..., Front Office, Patient Support, Patient Education, Team Leadership, Organizational..., Microsoft Office, Microsoft Office 2007, Sales Operations, Sales Presentations, Corporate Law, Communication Skills, Cosmetics, Healthcare, Management, Marketing, Marketing Strategy, Public Speaking, Team Building
Education
Arizona State University
- RECEPTIONIST - PERSONAL ASSISTANT -CARETAKER July 2010 - Present
EJ Inc. 2007 - Present
Vinings Surgery Center July 2009 - December 2012
Georgio Armani February 2007 - December 2008
Raymond James Financial Inc. 2006 - 2007
Atlanta Spirit LLC 2005 - 2006
Bellsouth Inc 1988 - 1993
Skills
Administrative..., Sales, Office Administration, Teamwork, Retail, Human Resources, Employee Relations, Event Management, Event Planning, Microsoft Word, Interior Design, Office Management, General Office..., Front Office, Patient Support, Patient Education, Team Leadership, Organizational..., Microsoft Office, Microsoft Office 2007, Sales Operations, Sales Presentations, Corporate Law, Communication Skills, Cosmetics, Healthcare, Management, Marketing, Marketing Strategy, Public Speaking, Team Building
Education
Arizona State University
Nga T. Griffin's Raymond James Financial Inc. Experience January 2009 - May 2010
Job Senior Accountant
Industry Financial Services
Experience
MetLife April 2013 - Present
Transamerica May 2010 - April 2013
Raymond James Financial Inc. January 2009 - May 2010
Skills
Confluence, Mutual Funds, Financial Reporting, Bloomberg, Quality Assurance, Financial Analysis, Asset Management, Finance, Investments, Analysis, Valuation
Education
American Public University System 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of South Florida 2006 — 2008
BS, Accounting
MetLife April 2013 - Present
Transamerica May 2010 - April 2013
Raymond James Financial Inc. January 2009 - May 2010
Skills
Confluence, Mutual Funds, Financial Reporting, Bloomberg, Quality Assurance, Financial Analysis, Asset Management, Finance, Investments, Analysis, Valuation
Education
American Public University System 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of South Florida 2006 — 2008
BS, Accounting
Regis A. Garcia's Raymond James Financial Inc. Experience 2001 - 2002
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi January 2009 - Present
Citi 2007 - 2009
Citi 2003 - 2007
Bank of America 2002 - 2003
Raymond James Financial Inc. 2001 - 2002
Merrill Lynch 1997 - 2001
Citi 1995 - 1997
K.B. Marketing 1994 - 1995
Citi 1990 - 1994
Skills
Portfolio Management, Strategy, Financial Services, Management, Marketing, Vendor Management, Wealth Management, Executive Management, Leadership, Business Development, Banking, Credit, Sales Management, Sales, Credit Cards, Retail Banking, Call Centers, Finance, Financial Risk, Mortgage Lending, Mutual Funds, Relationship Management, Risk Management
Education
Ball State University
Bachelor of Arts, History
Citi January 2009 - Present
Citi 2007 - 2009
Citi 2003 - 2007
Bank of America 2002 - 2003
Raymond James Financial Inc. 2001 - 2002
Merrill Lynch 1997 - 2001
Citi 1995 - 1997
K.B. Marketing 1994 - 1995
Citi 1990 - 1994
Skills
Portfolio Management, Strategy, Financial Services, Management, Marketing, Vendor Management, Wealth Management, Executive Management, Leadership, Business Development, Banking, Credit, Sales Management, Sales, Credit Cards, Retail Banking, Call Centers, Finance, Financial Risk, Mortgage Lending, Mutual Funds, Relationship Management, Risk Management
Education
Ball State University
Bachelor of Arts, History
Sharon Robie's Raymond James Financial Inc. Experience January 2005 - Present
Job Work Comp & Safety Administrator at Raymond James Financial, Inc
Industry Financial Services
Experience
Raymond James Financial, Inc January 2005 - Present
CareMedic Systems January 2004 - December 2004
ADT Security Services April 1998 - November 2003
Skills
Microsoft Office, Microsoft Excel, Outlook, Leadership, Administrative..., Data Entry, Office Management, Community Outreach, Event Management, Time Management, Training, PowerPoint, Microsoft Word, Insurance, Supervisory Skills, Policy, Employee Relations, Administration, Team Building, Payroll, Account Reconciliation, Office Administration, Aquisition, Risk Assessment, Environmental Awareness, Security Awareness, Biblical Studies, Customer Service, Process Improvement, Risk Management
Education
Mid-Atlantic Christian University 2013 — 2015
Bachelor of Science (B.S.), Business (Organizational Leadership)
Mid-Atlantic Christian University 1991 — 1993
Associate of Arts (AA), Bible/Biblical Studies
Raymond James Financial, Inc January 2005 - Present
CareMedic Systems January 2004 - December 2004
ADT Security Services April 1998 - November 2003
Skills
Microsoft Office, Microsoft Excel, Outlook, Leadership, Administrative..., Data Entry, Office Management, Community Outreach, Event Management, Time Management, Training, PowerPoint, Microsoft Word, Insurance, Supervisory Skills, Policy, Employee Relations, Administration, Team Building, Payroll, Account Reconciliation, Office Administration, Aquisition, Risk Assessment, Environmental Awareness, Security Awareness, Biblical Studies, Customer Service, Process Improvement, Risk Management
Education
Mid-Atlantic Christian University 2013 — 2015
Bachelor of Science (B.S.), Business (Organizational Leadership)
Mid-Atlantic Christian University 1991 — 1993
Associate of Arts (AA), Bible/Biblical Studies
Jon Boothe's Raymond James Financial Inc. Experience November 2011 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2011 - Present
The UPS Stores in Savannah June 1998 - November 2011
Education
Armstrong Atlantic State University 1989 — 1991
Bachelor of Liberal Arts
Vincennes University 1987 — 1989
Business
Raymond James Financial Inc. November 2011 - Present
The UPS Stores in Savannah June 1998 - November 2011
Education
Armstrong Atlantic State University 1989 — 1991
Bachelor of Liberal Arts
Vincennes University 1987 — 1989
Business
Aniket Kotnis's Raymond James Financial Inc. Experience May 2011 - August 2011
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2014 - Present
Evercore June 2013 - August 2013
P. Schoenfeld Asset Management (PSAM) May 2012 - August 2012
Hidden River Capital Partners, LLC September 2011 - April 2012
Raymond James Financial Inc. May 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science, Economics, Finance
International Academy 2008 — 2010
International Baccalaureate Diploma
American School of Bombay 2005 — 2008
Evercore June 2014 - Present
Evercore June 2013 - August 2013
P. Schoenfeld Asset Management (PSAM) May 2012 - August 2012
Hidden River Capital Partners, LLC September 2011 - April 2012
Raymond James Financial Inc. May 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science, Economics, Finance
International Academy 2008 — 2010
International Baccalaureate Diploma
American School of Bombay 2005 — 2008
Julie Rambo's Raymond James Financial Inc. Experience 2014 - Present
Job Compensation Manager at Raymond James Financial Inc.
Industry Accounting
Experience
Raymond James Financial Inc. 2014 - Present
Raymond James Financial Inc. 1991 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Ball State University - College of Business
Bachelor of Science (BS), Accounting
Saint Leo University
Master of Business Administration (M.B.A.), Accounting
Raymond James Financial Inc. 2014 - Present
Raymond James Financial Inc. 1991 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Ball State University - College of Business
Bachelor of Science (BS), Accounting
Saint Leo University
Master of Business Administration (M.B.A.), Accounting
Rhonda Robinson-Harper's Raymond James Financial Inc. Experience April 2006 - Present
Job corporate Action /Finance at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2006 - Present
Education
Arkansas State University 2000 — 2004
Bachelor's Degree, Corporate Finance
Raymond James Financial Inc. April 2006 - Present
Education
Arkansas State University 2000 — 2004
Bachelor's Degree, Corporate Finance
Powell, Nancy M Powell's Raymond James Financial Inc. Experience 2000 - 2001
Job Administrative Asst. at Fannie Mae
Industry Financial Services
Experience
Fannie Mae March 2011 - Present
Fujitec America Inc April 2006 - March 2011
Fujitec America Inc 2006 - 2011
Edward Jones 2001 - 2006
Raymond James Financial Inc. 2000 - 2001
Education
Angelo State University
Collin County Community College
Fannie Mae March 2011 - Present
Fujitec America Inc April 2006 - March 2011
Fujitec America Inc 2006 - 2011
Edward Jones 2001 - 2006
Raymond James Financial Inc. 2000 - 2001
Education
Angelo State University
Collin County Community College
Clayton Wilson's Raymond James Financial Inc. Experience April 2012 - Present
Job Vice President Health Care Investment Banking at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan July 2010 - March 2012
Shattuck Hammond Partners July 2007 - June 2010
Education
Albion College 2003 — 2007
Bachelor of Arts (B.A.), Economics & Management
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan July 2010 - March 2012
Shattuck Hammond Partners July 2007 - June 2010
Education
Albion College 2003 — 2007
Bachelor of Arts (B.A.), Economics & Management
Janet Devroye's Raymond James Financial Inc. Experience September 1997 - August 2011
Job Office Manager at Bluewater Thumb Youth for Christ
Industry Nonprofit Organization Management
Experience
Bluewater Thumb Youth for Christ February 2012 - Present
Raymond James Financial Inc. September 1997 - August 2011
Nietzke & Faupel, P.C. 1990 - 1997
Skills
Administrative..., Outlook, Microsoft Excel, Microsoft Office, Event Planning, PowerPoint, Microsoft Word, Customer Service, Data Entry, Office Administration, QuickBooks, Spreadsheets, Fundraising, Nonprofits, Access, Time Management
Education
Baker College of Owosso 1987 — 1990
Associate of Science (AS), Accounting/Computer Information Systems
Elkton Pigeon Bay Port High School 1984 — 1987
Bluewater Thumb Youth for Christ February 2012 - Present
Raymond James Financial Inc. September 1997 - August 2011
Nietzke & Faupel, P.C. 1990 - 1997
Skills
Administrative..., Outlook, Microsoft Excel, Microsoft Office, Event Planning, PowerPoint, Microsoft Word, Customer Service, Data Entry, Office Administration, QuickBooks, Spreadsheets, Fundraising, Nonprofits, Access, Time Management
Education
Baker College of Owosso 1987 — 1990
Associate of Science (AS), Accounting/Computer Information Systems
Elkton Pigeon Bay Port High School 1984 — 1987
Venkat Padala's Raymond James Financial Inc. Experience November 2003 - December 2004
Job Technical Lead at Caterpillar Inc.
Industry Information Technology and Services
Experience
Caterpillar Inc. January 2006 - Present
FedEx December 2004 - January 2006
Raymond James Financial Inc. November 2003 - December 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
The University of Memphis 2000 — 2002
Master's degree, Engineering Technology (Computer Science)
Andhra University
Bachelor's degree, Chemical Engineering
Caterpillar Inc. January 2006 - Present
FedEx December 2004 - January 2006
Raymond James Financial Inc. November 2003 - December 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
The University of Memphis 2000 — 2002
Master's degree, Engineering Technology (Computer Science)
Andhra University
Bachelor's degree, Chemical Engineering
Brett Hunter's Raymond James Financial Inc. Experience December 2009 - May 2010
Job Manager
Industry Banking
Experience
SunTrust Bank August 2011 - Present
Gary Wright Insurance Agency May 2010 - August 2011
Raymond James Financial Inc. December 2009 - May 2010
Clifford D Fite October 2007 - May 2008
Floyd Medical Center November 2006 - October 2007
Clifford D Fite January 2004 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets
Education
Athens State University 2012 — 2014
Bachelor of Science (BS), Accounting
Jacksonville State University 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
SunTrust Bank August 2011 - Present
Gary Wright Insurance Agency May 2010 - August 2011
Raymond James Financial Inc. December 2009 - May 2010
Clifford D Fite October 2007 - May 2008
Floyd Medical Center November 2006 - October 2007
Clifford D Fite January 2004 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets
Education
Athens State University 2012 — 2014
Bachelor of Science (BS), Accounting
Jacksonville State University 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Dean Inman's Raymond James Financial Inc. Experience March 2006 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2006 - Present
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Retirement, Series 7, Uniform Combined State..., 401k Rollovers, Management, Portfolio Management
Education
Ball State University
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Raymond James Financial Inc. March 2006 - Present
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Retirement, Series 7, Uniform Combined State..., 401k Rollovers, Management, Portfolio Management
Education
Ball State University
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Bob O'Neal's Raymond James Financial Inc. Experience 2012 - 2013
Job Adjunct Professor at NWACC
Industry Financial Services
Experience
NWACC January 2014 - Present
Raymond James Financial Inc. 2012 - 2013
Arvest Bank 1989 - 2006
Cooper and O'Neal Construction Companies, and Farm Bureau Ins Co. January 1975 - January 1992
Skills
Financial Advisory, Strategic Financial..., Investments, Banking, Finance, Estate Planning, Financial Services, Team Building, Project Management, Mutual Funds, Loans, Financial Analysis, Sales Management, Construction, Negotiation, Contract Negotiation, Asset Allocation, Customer Service, Teaching, Trust Management, Claims Management, Drainage, Grocery, Retail Sales, Budgeting
Education
LSU-ABA Graduate School of Banking 1995 — 1997
Graduate, Banking and Financial Support Services, NA
Northwestern University-ABA Graduate Trust School 1991 — 1993
Trust, estate planning, trust law/regulation, investment management and account administration.
Arkansas State University
Master of Business Administration (MBA), Business and Marketing
Farm Bureau Tech
Construction, estimating, negotiating
NWACC January 2014 - Present
Raymond James Financial Inc. 2012 - 2013
Arvest Bank 1989 - 2006
Cooper and O'Neal Construction Companies, and Farm Bureau Ins Co. January 1975 - January 1992
Skills
Financial Advisory, Strategic Financial..., Investments, Banking, Finance, Estate Planning, Financial Services, Team Building, Project Management, Mutual Funds, Loans, Financial Analysis, Sales Management, Construction, Negotiation, Contract Negotiation, Asset Allocation, Customer Service, Teaching, Trust Management, Claims Management, Drainage, Grocery, Retail Sales, Budgeting
Education
LSU-ABA Graduate School of Banking 1995 — 1997
Graduate, Banking and Financial Support Services, NA
Northwestern University-ABA Graduate Trust School 1991 — 1993
Trust, estate planning, trust law/regulation, investment management and account administration.
Arkansas State University
Master of Business Administration (MBA), Business and Marketing
Farm Bureau Tech
Construction, estimating, negotiating
Logan Buckner's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Student at Amherst College
Industry Entertainment
Experience
Amherst College August 2010 - Present
Raymond James Financial Inc. June 2013 - August 2013
Beeline June 2012 - August 2012
Skills
Financial Analysis, Accounting, Valuation, Customer Service
Education
Amherst College 2010 — 2014
Bachelor of Arts (BA), Economics
Amherst College August 2010 - Present
Raymond James Financial Inc. June 2013 - August 2013
Beeline June 2012 - August 2012
Skills
Financial Analysis, Accounting, Valuation, Customer Service
Education
Amherst College 2010 — 2014
Bachelor of Arts (BA), Economics
Colin H. Kirkby AAMS's Raymond James Financial Inc. Experience February 2013 - Present
Job Financial Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan December 2003 - February 2013
Skills
Personal Financial..., Investment Management, Estate Planning, Charitable Gift Planning, Employee Stock Options, Series 7, Series 66, Series 31, Investment Strategies
Education
Auburn University
Bachelor of Arts (B.A.), Political Science
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan December 2003 - February 2013
Skills
Personal Financial..., Investment Management, Estate Planning, Charitable Gift Planning, Employee Stock Options, Series 7, Series 66, Series 31, Investment Strategies
Education
Auburn University
Bachelor of Arts (B.A.), Political Science
Tony Butler's Raymond James Financial Inc. Experience September 1992 - May 1996
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Barclays Investment Bank June 1996 - February 2014
Raymond James Financial Inc. September 1992 - May 1996
Rockefeller University December 1988 - August 1992
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Hedge Funds, Equity Research, Derivatives, Structured Products, Trading Systems, Options, Electronic Trading, Alternative Investments, Bloomberg, Equity Derivatives, Portfolio Management, Financial Modeling, Equity Valuation
Education
Rockefeller University 1988 — 1992
Post doctoral fellow
University of Tennessee-Health Science Center College of Medicine 1983 — 1988
Master's Degree (MS) and Doctor of Philosophy (PhD), Molecular Biology
Baylor University 1978 — 1981
Bachelor of Science (BS), Biology, General
Guggenheim Partners August 2014 - Present
Barclays Investment Bank June 1996 - February 2014
Raymond James Financial Inc. September 1992 - May 1996
Rockefeller University December 1988 - August 1992
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Hedge Funds, Equity Research, Derivatives, Structured Products, Trading Systems, Options, Electronic Trading, Alternative Investments, Bloomberg, Equity Derivatives, Portfolio Management, Financial Modeling, Equity Valuation
Education
Rockefeller University 1988 — 1992
Post doctoral fellow
University of Tennessee-Health Science Center College of Medicine 1983 — 1988
Master's Degree (MS) and Doctor of Philosophy (PhD), Molecular Biology
Baylor University 1978 — 1981
Bachelor of Science (BS), Biology, General
Cory Castillo's Raymond James Financial Inc. Experience August 2012 - Present
Job
Industry Banking
Experience
Raymond James Financial Inc. August 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Windows, Outlook, Credit Risk, Credit Analysis, Financial Analysis, Bloomberg
Education
Auburn University, College of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
Raymond James Financial Inc. August 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Windows, Outlook, Credit Risk, Credit Analysis, Financial Analysis, Bloomberg
Education
Auburn University, College of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
Carl Brunson's Raymond James Financial Inc. Experience Managing DirectorRaymond James Financial Inc.June 1982 - Present
Job Managing Director at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. Managing DirectorRaymond James Financial Inc.June 1982 - Present
Education
Auburn University 1970 — 1974
Bachelor's Degree, Agricultural Economics
Raymond James Financial Inc. Managing DirectorRaymond James Financial Inc.June 1982 - Present
Education
Auburn University 1970 — 1974
Bachelor's Degree, Agricultural Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS