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
Vincent Scialli Vincent Scialli's Raymond James Financial Inc. Experience June 2012 - February 2014
Job President & Founder at Delfino Equity Research Associates, LLC
Industry Investment Management
Experience
Delfino Equity Research Associates, LLC July 2015 - Present
Dividend Assets Capital June 2014 - July 2015
Raymond James Financial Inc. June 2012 - February 2014
First Manhattan Co. February 2005 - March 2012
Aspect Medical Systems June 2009 - November 2009
Lord, Abbett & Co. LLC May 2001 - February 2005
Bear, Stearns & Co. June 2000 - May 2001
Prudential Financial June 1992 - May 2000
Skills
Investments, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Finance, Corporate Finance, Securities, Equity Research, Financial Advisory, Due Diligence
Education
Seton Hall University 1988 — 1992
Bachelor of Science (BS), Finance
Delfino Equity Research Associates, LLC July 2015 - Present
Dividend Assets Capital June 2014 - July 2015
Raymond James Financial Inc. June 2012 - February 2014
First Manhattan Co. February 2005 - March 2012
Aspect Medical Systems June 2009 - November 2009
Lord, Abbett & Co. LLC May 2001 - February 2005
Bear, Stearns & Co. June 2000 - May 2001
Prudential Financial June 1992 - May 2000
Skills
Investments, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Finance, Corporate Finance, Securities, Equity Research, Financial Advisory, Due Diligence
Education
Seton Hall University 1988 — 1992
Bachelor of Science (BS), Finance
Jordan Ciminelli Jordan Ciminelli's Raymond James Financial Inc. Experience May 2012 - December 2012
Job Community Manager at UberOffices
Industry Marketing and Advertising
Experience
UberOffices July 2014 - Present
Paycom March 2014 - July 2014
Borland July 2013 - March 2014
Raymond James Financial Inc. May 2012 - December 2012
Thread May 2012 - October 2012
Carolina Cutlery Service Inc. May 2010 - August 2011
Carolina Heart Specialists May 2008 - August 2009
Skills
Marketing, Leadership, Sales, Microsoft Excel, Social Media, Customer Service, Public Speaking, Training, Recruiting, Social Media Marketing, Marketing Strategy, Facebook, CORBA, SDLC, Teamwork, Editing, Cold Calling, PowerPoint, CRM, Skype, Microsoft Office, Team Building, International Business, Event Planning, Pivotal CRM, Market Research, Public Relations, Music, Management, Project Management
Education
Rollins College 2009 — 2013
Bachelor of Arts (B.A.), International Business, 3.59, Cum Laude
Charlotte Latin School 2006 — 2009
High School
UberOffices July 2014 - Present
Paycom March 2014 - July 2014
Borland July 2013 - March 2014
Raymond James Financial Inc. May 2012 - December 2012
Thread May 2012 - October 2012
Carolina Cutlery Service Inc. May 2010 - August 2011
Carolina Heart Specialists May 2008 - August 2009
Skills
Marketing, Leadership, Sales, Microsoft Excel, Social Media, Customer Service, Public Speaking, Training, Recruiting, Social Media Marketing, Marketing Strategy, Facebook, CORBA, SDLC, Teamwork, Editing, Cold Calling, PowerPoint, CRM, Skype, Microsoft Office, Team Building, International Business, Event Planning, Pivotal CRM, Market Research, Public Relations, Music, Management, Project Management
Education
Rollins College 2009 — 2013
Bachelor of Arts (B.A.), International Business, 3.59, Cum Laude
Charlotte Latin School 2006 — 2009
High School
Robin Redford Robin Redford's Raymond James Financial Inc. Experience 2008 - 2011
Job Managing Director at Ramirez & Co., Inc.
Industry Financial Services
Experience
Ramirez & Co., Inc. 2011 - Present
Raymond James Financial Inc. 2008 - 2011
UBS/PaineWebber 2001 - 2008
The Urban Institute 1998 - 2001
Skills
Municipal Bonds, Structured Finance, Series 63, Series 7, Housing Revenue Bonds, Texas Public Finance
Education
Rice University
Bachelor of Arts (B.A.), Economics and History
The University of Texas at Austin - The LBJ School of Public Affairs
M. P. Aff., Public Affairs
Ramirez & Co., Inc. 2011 - Present
Raymond James Financial Inc. 2008 - 2011
UBS/PaineWebber 2001 - 2008
The Urban Institute 1998 - 2001
Skills
Municipal Bonds, Structured Finance, Series 63, Series 7, Housing Revenue Bonds, Texas Public Finance
Education
Rice University
Bachelor of Arts (B.A.), Economics and History
The University of Texas at Austin - The LBJ School of Public Affairs
M. P. Aff., Public Affairs
Jolene Connor Jolene Connor's Raymond James Financial Inc. Experience February 2013 - December 2014
Job Executive Assistant
Industry Banking
Experience
Bebe Blends January 2015 - Present
Raymond James Financial Inc. February 2013 - December 2014
Starbucks June 2004 - February 2013
Skills
Store Management, Team Building, Social Networking
Education
San Diego State University-California State University 2006 — 2008
Event Coordinating
Bebe Blends January 2015 - Present
Raymond James Financial Inc. February 2013 - December 2014
Starbucks June 2004 - February 2013
Skills
Store Management, Team Building, Social Networking
Education
San Diego State University-California State University 2006 — 2008
Event Coordinating
Jamie S. Hall Jamie S. Hall's Raymond James Financial Inc. Experience May 2011 - Present
Job Marketing Associate at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. May 2011 - Present
Raymond James Financial Inc. September 2010 - May 2011
Mutual Sales Corporation September 2009 - October 2010
J.P Morgan Chase April 2007 - August 2009
Raymond James Financial Inc. April 2004 - April 2007
TD January 1999 - May 2004
Education
Loyola University of Chicago - Graduate School of Business 2004 — 2007
MBA, Finance/Derivative Markets
Vanderbilt University 1994 — 1998
BA, Human and Organizational Development; Leadership and Organizational Effectiveness
Glenbrook South High School
Raymond James Financial Inc. May 2011 - Present
Raymond James Financial Inc. September 2010 - May 2011
Mutual Sales Corporation September 2009 - October 2010
J.P Morgan Chase April 2007 - August 2009
Raymond James Financial Inc. April 2004 - April 2007
TD January 1999 - May 2004
Education
Loyola University of Chicago - Graduate School of Business 2004 — 2007
MBA, Finance/Derivative Markets
Vanderbilt University 1994 — 1998
BA, Human and Organizational Development; Leadership and Organizational Effectiveness
Glenbrook South High School
Sarah Pollinger Sarah Pollinger's Raymond James Financial Inc. Experience October 2000 - October 2004
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2004 - Present
Raymond James Financial Inc. October 2000 - October 2004
Ferris Baker Watts April 1999 - February 2002
Skills
Investments, Retirement Planning, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, ETFs, 401k Rollovers, Life Insurance, Estate Investment..., Financial Advisory, Wealth Accumulation..., Wealth Preservation..., Asset Management, Portfolio Management, Securities, Wealth
Education
Radford University
Wells Fargo Advisors November 2004 - Present
Raymond James Financial Inc. October 2000 - October 2004
Ferris Baker Watts April 1999 - February 2002
Skills
Investments, Retirement Planning, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, ETFs, 401k Rollovers, Life Insurance, Estate Investment..., Financial Advisory, Wealth Accumulation..., Wealth Preservation..., Asset Management, Portfolio Management, Securities, Wealth
Education
Radford University
Maxwell Gallin's Raymond James Financial Inc. Experience June 2011 - August 2012
Job Account Strategist at Publicis
Industry Marketing and Advertising
Ismaelle Vixsama's Raymond James Financial Inc. Experience January 2012 - June 2012
Job Information Security
Industry Information Technology and Services
Experience
First Information Technology Services, Inc February 2015 - Present
Citi May 2014 - February 2015
Citi April 2013 - May 2014
Citi July 2012 - April 2013
Raymond James Financial Inc. January 2012 - June 2012
T. Rowe Price January 2011 - April 2011
Coca Cola May 2010 - August 2010
Skills
Typing, Fluent in Creole, Microsoft Suite..., Time Management, Teamwork, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Customer Service, Access, Leadership, Data Entry, Inventory Management, Social Networking, Microsoft Office..., Report Writing, Public Speaking, Accounting, Training, Risk Management, Finance, Program Management, Human Resources
Education
Saint Leo University 2015 — 2017
Cybersecurity, Computer and Information Sciences, General
University of South Florida 2007 — 2011
Bachelor's, Finance, Business Managament
First Information Technology Services, Inc February 2015 - Present
Citi May 2014 - February 2015
Citi April 2013 - May 2014
Citi July 2012 - April 2013
Raymond James Financial Inc. January 2012 - June 2012
T. Rowe Price January 2011 - April 2011
Coca Cola May 2010 - August 2010
Skills
Typing, Fluent in Creole, Microsoft Suite..., Time Management, Teamwork, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Customer Service, Access, Leadership, Data Entry, Inventory Management, Social Networking, Microsoft Office..., Report Writing, Public Speaking, Accounting, Training, Risk Management, Finance, Program Management, Human Resources
Education
Saint Leo University 2015 — 2017
Cybersecurity, Computer and Information Sciences, General
University of South Florida 2007 — 2011
Bachelor's, Finance, Business Managament
Cara Wolf Cara Wolf's Raymond James Financial Inc. Experience November 2001 - August 2008
Job Wolf Designz, LLC
Industry Marketing and Advertising
Experience
Wolf Designz, LLC September 2008 - Present
Raymond James Financial Inc. November 2001 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Strategic Planning, Budgets, Social Networking, Adobe Acrobat, Social Media, Social Media Marketing, Marketing Communications, Advertising, Leadership, Event Planning
Education
Rose State College 2001 — 2003
Associate of Arts (AA), Psychology
Wolf Designz, LLC September 2008 - Present
Raymond James Financial Inc. November 2001 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Strategic Planning, Budgets, Social Networking, Adobe Acrobat, Social Media, Social Media Marketing, Marketing Communications, Advertising, Leadership, Event Planning
Education
Rose State College 2001 — 2003
Associate of Arts (AA), Psychology
Veronica Rodriguez Owen Veronica Rodriguez Owen's Raymond James Financial Inc. Experience August 2013 - December 2013
Job Accountant at Newfield Exploration
Industry Accounting
Experience
Newfield Exploration September 2014 - May 2015
Raymond James Financial Inc. August 2013 - December 2013
United States Department of Defense March 2010 - June 2011
Skills
Government, Policy, Program Management, Leadership, Military, Public Speaking, Microsoft Excel, Budgeting, Financial Analysis, Customer Relations, Confidentiality, Account Reconciliation, Teamwork, Accounting, Analysis
Education
Sam Houston State University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Banking
Newfield Exploration September 2014 - May 2015
Raymond James Financial Inc. August 2013 - December 2013
United States Department of Defense March 2010 - June 2011
Skills
Government, Policy, Program Management, Leadership, Military, Public Speaking, Microsoft Excel, Budgeting, Financial Analysis, Customer Relations, Confidentiality, Account Reconciliation, Teamwork, Accounting, Analysis
Education
Sam Houston State University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Banking
Virginia Borgianini Virginia Borgianini's Raymond James Financial Inc. Experience December 2014 - Present
Job Certified Paralegal
Industry Legal Services
Experience
Raymond James Financial Inc. December 2014 - Present
Iurillo Law Group, P.A. July 2008 - September 2014
Jabil March 2006 - November 2007
Modern Business Associates March 2004 - November 2005
Forizs & Dogali, PL September 2002 - March 2004
Bankers Financial Corporation 1994 - 2002
CARE February 1991 - August 1993
Cancer Care February 1989 - February 1991
Skills
Legal Research, Legal Writing, Litigation, Legal Assistance, Westlaw, Civil Litigation, Litigation Support, Commercial Litigation, Courts, Document Review, Corporate Law, Pleadings, Legal Advice, Lexis, Legal Documents, Document Drafting
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1981
Bachelor of Arts (BA), Communication and Media Studies
Raymond James Financial Inc. December 2014 - Present
Iurillo Law Group, P.A. July 2008 - September 2014
Jabil March 2006 - November 2007
Modern Business Associates March 2004 - November 2005
Forizs & Dogali, PL September 2002 - March 2004
Bankers Financial Corporation 1994 - 2002
CARE February 1991 - August 1993
Cancer Care February 1989 - February 1991
Skills
Legal Research, Legal Writing, Litigation, Legal Assistance, Westlaw, Civil Litigation, Litigation Support, Commercial Litigation, Courts, Document Review, Corporate Law, Pleadings, Legal Advice, Lexis, Legal Documents, Document Drafting
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1981
Bachelor of Arts (BA), Communication and Media Studies
Justin Salemy Justin Salemy's Raymond James Financial Inc. Experience March 2008 - January 2010
Job Managing Director at Cedar Capital
Industry Investment Management
Experience
Cedar Capital, LLC September 2014 - Present
Good Harbor Financial, LLC November 2013 - Present
Invesco March 2011 - November 2013
Franklin Templeton Investments January 2010 - March 2011
Raymond James Financial Inc. March 2008 - January 2010
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Alternative Investments, Investments, Asset Management, ETFs, Investment Strategies, Securities, Series 6, Wealth Management, Sales, Fixed Income, Equities
Education
University of Tampa 2006 — 2009
Bachelor of Science (BS), Finance, General
Salve Regina University 2006 — 2007
Business Administration and Management, General
Cedar Capital, LLC September 2014 - Present
Good Harbor Financial, LLC November 2013 - Present
Invesco March 2011 - November 2013
Franklin Templeton Investments January 2010 - March 2011
Raymond James Financial Inc. March 2008 - January 2010
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Alternative Investments, Investments, Asset Management, ETFs, Investment Strategies, Securities, Series 6, Wealth Management, Sales, Fixed Income, Equities
Education
University of Tampa 2006 — 2009
Bachelor of Science (BS), Finance, General
Salve Regina University 2006 — 2007
Business Administration and Management, General
Kevin Summers Kevin Summers's Raymond James Financial Inc. Experience January 2002 - October 2003
Job Controller at BTD
Industry Accounting
Experience
BTD April 2008 - August 2014
Bureau Veritas March 2006 - April 2008
Oceania Cruises January 2005 - March 2006
DBL October 2003 - December 2004
Raymond James Financial Inc. January 2002 - October 2003
Bally Total Fitness January 2000 - November 2001
Skills
Financial Reporting, Accounting, Mergers & Acquisitions, Strategic Planning, US GAAP, Auditing, Corporate Finance, ERP Implementations, Corporate Tax, Microsoft Dynamics, Axapta, Team Leadership, Emotional Intelligence, SEC filings, IFRS, IRC, Corporate Governance, Enterprise Software, Business Intelligence, Deltek, JD Edwards, Great Plains Software, Forecasting, Budgets, Finance, Financial Analysis, Internal Controls, SOX Compliancy, Leadership, Financial Accounting, Sarbanes-Oxley Act
Education
Southern Illinois University, Carbondale 1996 — 1998
Master of Business Administration (MBA), Finance, General, 4.0/4.0
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (B.S.), Accounting, 4.6/5.0
BTD April 2008 - August 2014
Bureau Veritas March 2006 - April 2008
Oceania Cruises January 2005 - March 2006
DBL October 2003 - December 2004
Raymond James Financial Inc. January 2002 - October 2003
Bally Total Fitness January 2000 - November 2001
Skills
Financial Reporting, Accounting, Mergers & Acquisitions, Strategic Planning, US GAAP, Auditing, Corporate Finance, ERP Implementations, Corporate Tax, Microsoft Dynamics, Axapta, Team Leadership, Emotional Intelligence, SEC filings, IFRS, IRC, Corporate Governance, Enterprise Software, Business Intelligence, Deltek, JD Edwards, Great Plains Software, Forecasting, Budgets, Finance, Financial Analysis, Internal Controls, SOX Compliancy, Leadership, Financial Accounting, Sarbanes-Oxley Act
Education
Southern Illinois University, Carbondale 1996 — 1998
Master of Business Administration (MBA), Finance, General, 4.0/4.0
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (B.S.), Accounting, 4.6/5.0
Vera Gurova's Raymond James Financial Inc. Experience November 2014 - January 2015
Job Law Clerk at Bryant Miller Olive P.A.
Industry Financial Services
Experience
Bryant Miller Olive P.A. January 2015 - Present
Raymond James Financial Inc. November 2014 - January 2015
Raymond James Financial Inc. September 2012 - November 2014
PNC September 2010 - June 2012
Skills
Banking, Customer Service, Credit, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Lotus Notes, Customer Satisfaction, PowerPoint, Access
Education
Stetson University College of Law 2012 — 2015
Juris Doctor (J.D.) Candidate 2015
Technical College of the Lowcountry 2007 — 2009
Public Service/ Paralegal Specialist, Law
Pyatigorsk State Linguistic University (PSLU) 2002 — 2006
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
Bryant Miller Olive P.A. January 2015 - Present
Raymond James Financial Inc. November 2014 - January 2015
Raymond James Financial Inc. September 2012 - November 2014
PNC September 2010 - June 2012
Skills
Banking, Customer Service, Credit, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Lotus Notes, Customer Satisfaction, PowerPoint, Access
Education
Stetson University College of Law 2012 — 2015
Juris Doctor (J.D.) Candidate 2015
Technical College of the Lowcountry 2007 — 2009
Public Service/ Paralegal Specialist, Law
Pyatigorsk State Linguistic University (PSLU) 2002 — 2006
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
Erin Bohacek Erin Bohacek's Raymond James Financial Inc. Experience 1997 - 2006
Job Area Developer for CarePatrol
Industry Real Estate
Experience
CarePatrol Senior Placement and Referrals 2013 - Present
Kennedy Investments, Inc. 2006 - Present
Raymond James Financial Inc. 1997 - 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
Master of Business Administration (M.B.A.)
The Johns Hopkins University 1996 — 1997
Master of Science (M.S.), Environmental Engineering
Princeton University 1992 — 1996
Bachelor of Arts (B.A.)
Berkeley preparatory school
CarePatrol Senior Placement and Referrals 2013 - Present
Kennedy Investments, Inc. 2006 - Present
Raymond James Financial Inc. 1997 - 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
Master of Business Administration (M.B.A.)
The Johns Hopkins University 1996 — 1997
Master of Science (M.S.), Environmental Engineering
Princeton University 1992 — 1996
Bachelor of Arts (B.A.)
Berkeley preparatory school
Claudia (Cypher) Kane Claudia (Cypher) Kane's Raymond James Financial Inc. Experience October 2011 - Present
Job CPWA®, CIMA®, CFP®, ADPA®, CDFA®
Industry Financial Services
Experience
Raymond James Financial Inc. October 2011 - Present
Wells Fargo Advisors December 1997 - September 2011
Not Available March 1985 - December 1997
Skills
Series 7, Investment Advisory, Retirement Planning, Series 63, Wealth Management, Investment Strategies, Alternative Investments, Strategic Financial..., Investments, Asset Managment, Separately Managed..., Retirement, Uniform Combined State..., Asset Allocation, 401k, Mutual Funds, Retirement Plan..., Wealth Management..., Financial Advisory, IRAs, Wealth, Asset Management, ETFs, Investment Management, Securities, Finance, Portfolio Management, Financial Services, Financial Analysis, Estate Planning, Equities, Insurance
Education
University of Chicago,Booth School of Business 2008 — 2008
CPWA
University of Pennsylvania - The Wharton School 2000 — 2000
Certified Investment Management Analyst
Queen's University, Belfast 1970 — 1973
Bachelor of Arts, Psychology/Anthropology & Russian Studies
Raymond James Financial Inc. October 2011 - Present
Wells Fargo Advisors December 1997 - September 2011
Not Available March 1985 - December 1997
Skills
Series 7, Investment Advisory, Retirement Planning, Series 63, Wealth Management, Investment Strategies, Alternative Investments, Strategic Financial..., Investments, Asset Managment, Separately Managed..., Retirement, Uniform Combined State..., Asset Allocation, 401k, Mutual Funds, Retirement Plan..., Wealth Management..., Financial Advisory, IRAs, Wealth, Asset Management, ETFs, Investment Management, Securities, Finance, Portfolio Management, Financial Services, Financial Analysis, Estate Planning, Equities, Insurance
Education
University of Chicago,Booth School of Business 2008 — 2008
CPWA
University of Pennsylvania - The Wharton School 2000 — 2000
Certified Investment Management Analyst
Queen's University, Belfast 1970 — 1973
Bachelor of Arts, Psychology/Anthropology & Russian Studies
Carlos Araujo Jr. Carlos Araujo Jr.'s Raymond James Financial Inc. Experience November 2006 - April 2007
Job Senior VP, Fixed Income Sales, Latin America at FTN Financial
Industry Investment Banking
Experience
FTN Financial April 2008 - Present
Crédit Agricole CIB - New York April 2007 - April 2008
Raymond James Financial Inc. November 2006 - April 2007
SunTrust Robinson Humphrey August 2003 - November 2006
Skills
Emerging Markets, Trading, Financial Modeling, Latin America, Financial Analysis, Banking, Fixed Income, Capital Markets, Derivatives, Bloomberg, Finance, Bonds, Equities, Financial Markets, Investments, Portfolio Management, Structured Products
Education
Alliant international University - Mexico City 2004 — 2004
Advanced Spanish Language and Literature
University of Memphis- International MBA 2001 — 2003
Master of Business Administration (MBA)
Université Stendhal (Grenoble III) 2001 — 2001
French
Pittsburg State University 1997 — 2001
Bachelor of Science
FTN Financial April 2008 - Present
Crédit Agricole CIB - New York April 2007 - April 2008
Raymond James Financial Inc. November 2006 - April 2007
SunTrust Robinson Humphrey August 2003 - November 2006
Skills
Emerging Markets, Trading, Financial Modeling, Latin America, Financial Analysis, Banking, Fixed Income, Capital Markets, Derivatives, Bloomberg, Finance, Bonds, Equities, Financial Markets, Investments, Portfolio Management, Structured Products
Education
Alliant international University - Mexico City 2004 — 2004
Advanced Spanish Language and Literature
University of Memphis- International MBA 2001 — 2003
Master of Business Administration (MBA)
Université Stendhal (Grenoble III) 2001 — 2001
French
Pittsburg State University 1997 — 2001
Bachelor of Science
Laura Birdsall Laura Birdsall's Raymond James Financial Inc. Experience October 2014 - October 2014
Job Freelance at White Plains Performing Arts Center
Industry Fine Art
Experience
White Plains Performing Arts Center December 2013 - Present
BOOM! Studios May 2013 - Present
Jericho Partnership June 2013 - Present
Raymond James Financial Inc. October 2014 - October 2014
Learning Express Toys September 2013 - September 2014
Pratt Institute February 2010 - May 2013
Joule Assets Inc. June 2012 - August 2012
Millennium Printing and Graphics June 2011 - August 2011
Skills
Adobe Illustrator, Adobe Photoshop, Adobe InDesign, Microsoft Word, Facebook, Photoshop, Illustrator, Microsoft Office, InDesign, Packaging, Drawing, Graphics, Logo Design, Art, Graphic Design, Sketching, Storyboarding, Illustration, Adobe Creative Suite
Education
Pratt Institute 2009 — 2013
Bachelor of Fine Arts (BFA), Communications Design with a focus on Ilustration
White Plains Performing Arts Center December 2013 - Present
BOOM! Studios May 2013 - Present
Jericho Partnership June 2013 - Present
Raymond James Financial Inc. October 2014 - October 2014
Learning Express Toys September 2013 - September 2014
Pratt Institute February 2010 - May 2013
Joule Assets Inc. June 2012 - August 2012
Millennium Printing and Graphics June 2011 - August 2011
Skills
Adobe Illustrator, Adobe Photoshop, Adobe InDesign, Microsoft Word, Facebook, Photoshop, Illustrator, Microsoft Office, InDesign, Packaging, Drawing, Graphics, Logo Design, Art, Graphic Design, Sketching, Storyboarding, Illustration, Adobe Creative Suite
Education
Pratt Institute 2009 — 2013
Bachelor of Fine Arts (BFA), Communications Design with a focus on Ilustration
James Hance James Hance's Raymond James Financial Inc. Experience March 2012 - June 2012
Job Graphic Designer and Copywriter
Industry Marketing and Advertising
Experience
OPS, St. Petersburg, FL November 2012 - Present
Florida Cajun Zydeco.com September 2011 - Present
Jim Hance Graphic Communications 1980 - Present
Raymond James Financial Inc. March 2012 - June 2012
TradeWinds Resorts February 2011 - May 2011
BNI Wealth Builders, Business Networking International 2007 - April 2010
San Diego Green Business Network November 2009 - March 2010
Project Resources, Inc. 2007 - 2010
Dunham & Associates 2006 - 2007
San Diego Convention & Visitors Bureau March 1986 - June 2005
Skills
graphic design, copywriting, editing, Event Management, Trade Show Graphics, Non-profits, Advertising, Email Marketing, Social Media Marketing, Marketing Communications, Adobe Creative Suite CS6, Microsoft Office 2010, Blogging, E-Newsletters, PowerPoint Templates, Publishing, Presentations, Resume Writing, Maps, Cartography, Proofreading, Technical Drawing, Press Releases, Resort Marketing, Brochures, Collateral, Websites, Online Survey Design, Adobe Illustrator, Adobe InDesign, Membership Development, Visitor Maps, Banners, Proposals, Design, Sales Literature, Corporate Communications, Production Art, Marketing Message, Dance Promotion, Tourism Marketing, Corporate Branding, Information Graphics, Press Kits, Typography, Conceptual Design, Close Attention to..., Creativity, Customer Service, Computer Proficiency
Education
San Diego State University 1970 — 1975
BA, Literature, Journalism
Will C Crawford High School 1967 — 1970
General Education, Journalism
OPS, St. Petersburg, FL November 2012 - Present
Florida Cajun Zydeco.com September 2011 - Present
Jim Hance Graphic Communications 1980 - Present
Raymond James Financial Inc. March 2012 - June 2012
TradeWinds Resorts February 2011 - May 2011
BNI Wealth Builders, Business Networking International 2007 - April 2010
San Diego Green Business Network November 2009 - March 2010
Project Resources, Inc. 2007 - 2010
Dunham & Associates 2006 - 2007
San Diego Convention & Visitors Bureau March 1986 - June 2005
Skills
graphic design, copywriting, editing, Event Management, Trade Show Graphics, Non-profits, Advertising, Email Marketing, Social Media Marketing, Marketing Communications, Adobe Creative Suite CS6, Microsoft Office 2010, Blogging, E-Newsletters, PowerPoint Templates, Publishing, Presentations, Resume Writing, Maps, Cartography, Proofreading, Technical Drawing, Press Releases, Resort Marketing, Brochures, Collateral, Websites, Online Survey Design, Adobe Illustrator, Adobe InDesign, Membership Development, Visitor Maps, Banners, Proposals, Design, Sales Literature, Corporate Communications, Production Art, Marketing Message, Dance Promotion, Tourism Marketing, Corporate Branding, Information Graphics, Press Kits, Typography, Conceptual Design, Close Attention to..., Creativity, Customer Service, Computer Proficiency
Education
San Diego State University 1970 — 1975
BA, Literature, Journalism
Will C Crawford High School 1967 — 1970
General Education, Journalism
Patrick Broeske Patrick Broeske's Raymond James Financial Inc. Experience March 1991 - October 2000
Job Accredited Investment Fiduciary at Lakeside Wealth Management, LLC
Industry Financial Services
Experience
Lakeside Wealth Management, LLC November 2002 - Present
Merrill Lynch November 2000 - November 2002
Raymond James Financial Inc. March 1991 - October 2000
Skills
Wealth Management, Financial Advisory, Securities, Mutual Funds, Financial Services, Registered Investment..., Finance, FINRA, Investments, 401k, Independent fee-based..., Customer Service, Retirement Planning, Microsoft Office, Series 7, Team Building, Leadership, Retirement, Risk Management
Education
Ripon College 1985 — 1989
Bachelor of Arts (BA), Economics
Abbotsford High School 1981 — 1985
Lakeside Wealth Management, LLC November 2002 - Present
Merrill Lynch November 2000 - November 2002
Raymond James Financial Inc. March 1991 - October 2000
Skills
Wealth Management, Financial Advisory, Securities, Mutual Funds, Financial Services, Registered Investment..., Finance, FINRA, Investments, 401k, Independent fee-based..., Customer Service, Retirement Planning, Microsoft Office, Series 7, Team Building, Leadership, Retirement, Risk Management
Education
Ripon College 1985 — 1989
Bachelor of Arts (BA), Economics
Abbotsford High School 1981 — 1985
Taylor Jetmundsen Taylor Jetmundsen's Raymond James Financial Inc. Experience June 2014 - June 2014
Job
Industry
Experience
Raymond James Financial Inc. June 2014 - June 2014
Coca-Cola Bottling Company United, Inc. May 2012 - July 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training
Education
Sewanee-The University of the South 2012 — 2016
Bachelor of Arts (B.A.), History and English
Raymond James Financial Inc. June 2014 - June 2014
Coca-Cola Bottling Company United, Inc. May 2012 - July 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training
Education
Sewanee-The University of the South 2012 — 2016
Bachelor of Arts (B.A.), History and English
Nathan Barnette's Raymond James Financial Inc. Experience May 2011 - August 2011
Job Student at Purdue University Calumet
Industry Financial Services
Experience
Raymond James Financial Inc. May 2011 - August 2011
Blanton Studios May 2010 - August 2010
Loudoun County June 2008 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Research, Public Speaking, Teamwork, Outlook, Strategic Planning, English, Social Media, Leadership, Windows, Sales, Time Management
Education
Purdue University Calumet 2011 — 2014
Bachelor's degree, Finance, General
Raymond James Financial Inc. May 2011 - August 2011
Blanton Studios May 2010 - August 2010
Loudoun County June 2008 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Research, Public Speaking, Teamwork, Outlook, Strategic Planning, English, Social Media, Leadership, Windows, Sales, Time Management
Education
Purdue University Calumet 2011 — 2014
Bachelor's degree, Finance, General
Amanda Louro's Raymond James Financial Inc. Experience September 2012 - December 2012
Job Associate, Digital Investment at Mindshare
Industry Marketing and Advertising
Experience
Mindshare July 2015 - Present
Mindshare May 2014 - Present
Professional Group Plans June 2011 - April 2014
Raymond James Financial Inc. September 2012 - December 2012
AVZ May 2011 - August 2011
Skills
Media Planning, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Social Media, Marketing, Leadership, Facebook, Event Planning, Customer Service, Public Relations, Research, Social Media Marketing, Public Speaking
Education
Rollins College 2009 — 2013
Bachelor's degree, International Business
The Stony Brook School 2003 — 2009
Mindshare July 2015 - Present
Mindshare May 2014 - Present
Professional Group Plans June 2011 - April 2014
Raymond James Financial Inc. September 2012 - December 2012
AVZ May 2011 - August 2011
Skills
Media Planning, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Social Media, Marketing, Leadership, Facebook, Event Planning, Customer Service, Public Relations, Research, Social Media Marketing, Public Speaking
Education
Rollins College 2009 — 2013
Bachelor's degree, International Business
The Stony Brook School 2003 — 2009
Katy (Bagley) Barrett Katy (Bagley) Barrett's Raymond James Financial Inc. Experience July 2014 - Present
Job Communications Specialist at Raymond James Financial Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. July 2013 - July 2014
Universal Health Care December 2011 - March 2013
Clear Channel Outdoor 2013 - 2013
UNC Charlotte August 2009 - May 2011
National Geographic Channel June 2010 - August 2010
Hong Kong Education Provider Company, LTD September 2008 - July 2009
Hamilton Mill Presbyterian Church June 2008 - August 2008
Presbyterian College August 2006 - May 2008
Kenneth Nugent, LLC June 2007 - August 2007
Skills
Public Speaking, Social Media, Editing, Fundraising, Community Outreach, Writing, Research, Strategic Planning, Leadership, Training, Newsletters, Marketing, Team Building, Policy, PowerPoint, Management, Event Planning, Nonprofits, Teamwork, Public Relations, Teaching, Outlook, Social Networking, Social Media Marketing, Data Analysis, Event Management, Analysis, Access, Facebook
Education
University of North Carolina 2009 — 2011
Master of Arts, History
Presbyterian College 2004 — 2008
Bachelor of Arts, History, English
University of Oxford
TEFL/TESOL, English as a Second Language
University of Bristol
Shakespeare and Contemporary British Literature
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. July 2013 - July 2014
Universal Health Care December 2011 - March 2013
Clear Channel Outdoor 2013 - 2013
UNC Charlotte August 2009 - May 2011
National Geographic Channel June 2010 - August 2010
Hong Kong Education Provider Company, LTD September 2008 - July 2009
Hamilton Mill Presbyterian Church June 2008 - August 2008
Presbyterian College August 2006 - May 2008
Kenneth Nugent, LLC June 2007 - August 2007
Skills
Public Speaking, Social Media, Editing, Fundraising, Community Outreach, Writing, Research, Strategic Planning, Leadership, Training, Newsletters, Marketing, Team Building, Policy, PowerPoint, Management, Event Planning, Nonprofits, Teamwork, Public Relations, Teaching, Outlook, Social Networking, Social Media Marketing, Data Analysis, Event Management, Analysis, Access, Facebook
Education
University of North Carolina 2009 — 2011
Master of Arts, History
Presbyterian College 2004 — 2008
Bachelor of Arts, History, English
University of Oxford
TEFL/TESOL, English as a Second Language
University of Bristol
Shakespeare and Contemporary British Literature
Ingrid Deiudicibus Ingrid Deiudicibus's Raymond James Financial Inc. Experience October 2006 - Present
Job Support Specialist III
Industry Financial Services
Experience
Raymond James Financial Inc. October 2006 - Present
Skills
Series 7, Asset Management, Securities, Microsoft Excel, Retirement Planning, Mutual Funds, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.)
Raymond James Financial Inc. October 2006 - Present
Skills
Series 7, Asset Management, Securities, Microsoft Excel, Retirement Planning, Mutual Funds, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.)
David Bethards David Bethards's Raymond James Financial Inc. Experience January 2010 - April 2013
Job President at Devick Properties LLC
Industry Information Technology and Services
Experience
Devick Properties LLC August 2013 - Present
Raymond James Financial Inc. January 2010 - April 2013
Dean Graziosi 2013 - 2013
Raymond James Financial Inc. May 2005 - September 2008
Raymond James Financial Inc. July 2001 - May 2005
Raymond James Financial Inc. May 1998 - July 2001
Skills
ITIL, Active Directory, Windows Server, Microsoft Office, Customer Service, SharePoint, SDLC, Disaster Recovery, Cisco Technologies, Microsoft Exchange, Servers, Troubleshooting, Blackberry Enterprise..., Hardware, VMware ESX, Technical Support, Visio, Citrix, TCP/IP, Windows 7, Windows XP Pro, DHCP, DNS, Digital Performer, Audio Editing, VPN, Networking, Enterprise Software, Databases, Software Documentation, Switches, Software Installation, Network Administration, XP, Laptops, VMware, Security, Data Center, Help Desk Support, System Administration, Network Security, Information Technology, Printers, Testing, WAN, IT Management, Computer Hardware, Microsoft Certified..., Real Estate Investor, Wholesale Real Estate
Education
Santa Rosa Junior College
Associate of Science (A.S.), Computer Science
Devick Properties LLC August 2013 - Present
Raymond James Financial Inc. January 2010 - April 2013
Dean Graziosi 2013 - 2013
Raymond James Financial Inc. May 2005 - September 2008
Raymond James Financial Inc. July 2001 - May 2005
Raymond James Financial Inc. May 1998 - July 2001
Skills
ITIL, Active Directory, Windows Server, Microsoft Office, Customer Service, SharePoint, SDLC, Disaster Recovery, Cisco Technologies, Microsoft Exchange, Servers, Troubleshooting, Blackberry Enterprise..., Hardware, VMware ESX, Technical Support, Visio, Citrix, TCP/IP, Windows 7, Windows XP Pro, DHCP, DNS, Digital Performer, Audio Editing, VPN, Networking, Enterprise Software, Databases, Software Documentation, Switches, Software Installation, Network Administration, XP, Laptops, VMware, Security, Data Center, Help Desk Support, System Administration, Network Security, Information Technology, Printers, Testing, WAN, IT Management, Computer Hardware, Microsoft Certified..., Real Estate Investor, Wholesale Real Estate
Education
Santa Rosa Junior College
Associate of Science (A.S.), Computer Science
Daniel Shearholdt Daniel Shearholdt's Raymond James Financial Inc. Experience 2011 - 2011
Job Senior Accountant at Falcon Investments
Industry Financial Services
Experience
Falcon Investments July 2012 - Present
Bay Capital Advisors/BCA Mezzanine Fund, L.P. December 2011 - May 2012
Roger Williams University 2011 - 2012
Raymond James Financial Inc. 2011 - 2011
Coudough 2010 - 2010
Skills
Financial Analysis, Portfolio Management, Asset Allocation, Venture Capital, Finance, Financial Accounting, Private Equity, Technical Analysis, Behavioral Analysis, Market Analysis, Accounting, Economic Research, Public Speaking, Team Leadership, Company Research, SDS MarketWatch, Excel, PowerPoint, Word, Access, Mezzanine, Financial Modeling, Analysis, Microsoft Excel, Microsoft Word
Education
Roger Williams University 2008 — 2012
Bachelor of Science (B.S.), Financial Services (AACSB accredited), cum laude
Souhegan High School 2004 — 2008
Falcon Investments July 2012 - Present
Bay Capital Advisors/BCA Mezzanine Fund, L.P. December 2011 - May 2012
Roger Williams University 2011 - 2012
Raymond James Financial Inc. 2011 - 2011
Coudough 2010 - 2010
Skills
Financial Analysis, Portfolio Management, Asset Allocation, Venture Capital, Finance, Financial Accounting, Private Equity, Technical Analysis, Behavioral Analysis, Market Analysis, Accounting, Economic Research, Public Speaking, Team Leadership, Company Research, SDS MarketWatch, Excel, PowerPoint, Word, Access, Mezzanine, Financial Modeling, Analysis, Microsoft Excel, Microsoft Word
Education
Roger Williams University 2008 — 2012
Bachelor of Science (B.S.), Financial Services (AACSB accredited), cum laude
Souhegan High School 2004 — 2008
James McManus CMFC AAMS James McManus CMFC AAMS's Raymond James Financial Inc. Experience February 2004 - March 2009
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2014 - Present
Ameriprise Financial Services, Inc. March 2009 - April 2014
Raymond James Financial Inc. February 2004 - March 2009
Charles Schwab August 1999 - February 2004
Morgan Stanley January 1995 - August 1999
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Finance, Financial Services, Investment Strategies, Series 7, Wealth Management, Asset Allocation, Series 63, Financial Advisory, Uniform Combined State..., Investment Advisory, Investments, Securities, Asset Management, Portfolio Management, Alternative Investments, Equities, Financial Analysis
Education
Salve Regina University 1991 — 1995
BS, Finance
Xavier High School 1987 — 1991
LPL Financial April 2014 - Present
Ameriprise Financial Services, Inc. March 2009 - April 2014
Raymond James Financial Inc. February 2004 - March 2009
Charles Schwab August 1999 - February 2004
Morgan Stanley January 1995 - August 1999
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Finance, Financial Services, Investment Strategies, Series 7, Wealth Management, Asset Allocation, Series 63, Financial Advisory, Uniform Combined State..., Investment Advisory, Investments, Securities, Asset Management, Portfolio Management, Alternative Investments, Equities, Financial Analysis
Education
Salve Regina University 1991 — 1995
BS, Finance
Xavier High School 1987 — 1991
Rachel Pham Rachel Pham's Raymond James Financial Inc. Experience January 2014 - October 2014
Job National Account Manager at Foreside Financial Group
Industry Financial Services
Experience
Foreside Financial Group, LLC October 2014 - Present
Raymond James Financial Inc. January 2014 - October 2014
Raymond James Financial Inc. January 2011 - October 2013
Raymond James Financial Inc. July 2008 - January 2011
Skills
Mutual Funds, Analysis, Asset Management, Wealth Management, Investments, Marketing Communications, Relationship Management, Financial Advisory, Finance, Financial Analysis, Marketing, Risk Management, Microsoft Office, Marketing Strategy, Business Strategy, Due Diligence, Business Analysis, Revenue Share, Contract Negotiation, Building Relationships, Microsoft Excel, Negotiation, Bonds, Funding, Databases, Insurance, Conference Organization, Morningstar Direct, Economics, ERISA, National Accounts
Education
Saint Leo University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Florida 2004 — 2009
Bachelor of Arts (B.A.), Economics
Foreside Financial Group, LLC October 2014 - Present
Raymond James Financial Inc. January 2014 - October 2014
Raymond James Financial Inc. January 2011 - October 2013
Raymond James Financial Inc. July 2008 - January 2011
Skills
Mutual Funds, Analysis, Asset Management, Wealth Management, Investments, Marketing Communications, Relationship Management, Financial Advisory, Finance, Financial Analysis, Marketing, Risk Management, Microsoft Office, Marketing Strategy, Business Strategy, Due Diligence, Business Analysis, Revenue Share, Contract Negotiation, Building Relationships, Microsoft Excel, Negotiation, Bonds, Funding, Databases, Insurance, Conference Organization, Morningstar Direct, Economics, ERISA, National Accounts
Education
Saint Leo University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Florida 2004 — 2009
Bachelor of Arts (B.A.), Economics
Ashten Farah's Raymond James Financial Inc. Experience August 2013 - July 2014
Job Promotions and Tenure Coordinator, the Dietrich School of Arts and Sciences at the University of Pittsburgh
Industry Higher Education
Experience
University of Pittsburgh July 2014 - Present
University of Pittsburgh April 2015 - Present
Freeport Area Senior HS July 2012 - November 2014
Raymond James Financial Inc. August 2013 - July 2014
L Brands May 2012 - November 2013
Beyond Spots and Dots October 2012 - March 2013
Pittsburgh Magazine January 2012 - May 2012
Robert Morris University August 2011 - May 2012
Rune Literary Magazine October 2008 - September 2011
CBS Radio January 2011 - May 2011
Skills
Public Relations, Social Media, Creative Writing, Facebook, Public Speaking, Microsoft Word, PowerPoint, Market Research, Leadership, Customer Service, Social Media Marketing, WordPress, Event Management, Sales, Copy Editing, Document Design, Professional..., Microsoft Office
Education
University of Pittsburgh 2015 — 2017
Master of Education (M.Ed.), Administrative and Policy Studies
Robert Morris University 2008 — 2012
Bachelor of Arts, Corporate Communication, Minor: International Business, Study Abroad - Sligo, Ireland
University of Pittsburgh July 2014 - Present
University of Pittsburgh April 2015 - Present
Freeport Area Senior HS July 2012 - November 2014
Raymond James Financial Inc. August 2013 - July 2014
L Brands May 2012 - November 2013
Beyond Spots and Dots October 2012 - March 2013
Pittsburgh Magazine January 2012 - May 2012
Robert Morris University August 2011 - May 2012
Rune Literary Magazine October 2008 - September 2011
CBS Radio January 2011 - May 2011
Skills
Public Relations, Social Media, Creative Writing, Facebook, Public Speaking, Microsoft Word, PowerPoint, Market Research, Leadership, Customer Service, Social Media Marketing, WordPress, Event Management, Sales, Copy Editing, Document Design, Professional..., Microsoft Office
Education
University of Pittsburgh 2015 — 2017
Master of Education (M.Ed.), Administrative and Policy Studies
Robert Morris University 2008 — 2012
Bachelor of Arts, Corporate Communication, Minor: International Business, Study Abroad - Sligo, Ireland
Leah Jordan's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Equity Capital Markets Analyst at Mitsubishi UFJ Securities (USA), Inc.
Industry Investment Banking
Experience
Mitsubishi UFJ Securities (USA), Inc. August 2014 - Present
Raymond James Financial Inc. June 2013 - August 2013
Skills
Valuation, Investment Banking, Equity Capital Markets
Education
Princeton University 2010 — 2014
Bachelor's degree, Economics
Mitsubishi UFJ Securities (USA), Inc. August 2014 - Present
Raymond James Financial Inc. June 2013 - August 2013
Skills
Valuation, Investment Banking, Equity Capital Markets
Education
Princeton University 2010 — 2014
Bachelor's degree, Economics
Ian McHenry Ian McHenry's Raymond James Financial Inc. Experience 2005 - 2006
Job CoFounder and President, Beyond Pricing
Industry Internet
Experience
Beyond Pricing October 2013 - Present
heyzap.com February 2013 - May 2013
Nose Rider Labs, Inc. February 2012 - January 2013
Mercury Payment Systems 2011 - 2012
One Acre Fund 2009 - 2010
Oliver Wyman 2006 - 2009
Deutsche Bank 2006 - 2006
Raymond James Financial Inc. 2005 - 2006
Skills
Business Development, Start-ups, Financial Modeling, Data Analytics, Emerging Markets, Corporate Development, Mobile Applications, Advertising, Early-stage Startups, Sales, M&A experience, Mergers, Pricing Strategy, Loyalty Programs, PowerPoint, Transportation, Aviation, Operations Management, Process Improvement, Data Analysis, SQL, Revenue Management, Mergers & Acquisitions, Entrepreneurship, Management
Education
Princeton University 2001 — 2005
AB, Politics
Claremont High School 1997 — 2001
Beyond Pricing October 2013 - Present
heyzap.com February 2013 - May 2013
Nose Rider Labs, Inc. February 2012 - January 2013
Mercury Payment Systems 2011 - 2012
One Acre Fund 2009 - 2010
Oliver Wyman 2006 - 2009
Deutsche Bank 2006 - 2006
Raymond James Financial Inc. 2005 - 2006
Skills
Business Development, Start-ups, Financial Modeling, Data Analytics, Emerging Markets, Corporate Development, Mobile Applications, Advertising, Early-stage Startups, Sales, M&A experience, Mergers, Pricing Strategy, Loyalty Programs, PowerPoint, Transportation, Aviation, Operations Management, Process Improvement, Data Analysis, SQL, Revenue Management, Mergers & Acquisitions, Entrepreneurship, Management
Education
Princeton University 2001 — 2005
AB, Politics
Claremont High School 1997 — 2001
Sabith Sebastian's Raymond James Financial Inc. Experience July 2014 - Present
Job Business Application Analyst at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. July 2012 - July 2014
University of South Florida Polytechnic May 2010 - July 2012
Skills
Microsoft Office, Malayalam, Microsoft SQL Server, MS Project, Visio, Outlook, Database Design, Customer Support, Client Co-ordination, Customer Satisfaction, Team-oriented, Team Leadership, Community Outreach, Acess, Microsoft Excel, Microsoft Word, Photoshop, Lync, Mac OS X, Windows XP Pro, Windows 2000, Windows Vista, Windows 7, Data Analysis, FrontPage, Creative Strategy, Public Speaking, Leadership Development, Requirements Analysis, OS X, Technical Support, Software Documentation, Management, Software Development, Microsoft Project, Testing
Education
University of South Florida 2006 — 2011
Bachelors of Science, Management Information Systems
Polk Community College 2000 — 2002
Associate of Arts, Liberal Arts
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. July 2012 - July 2014
University of South Florida Polytechnic May 2010 - July 2012
Skills
Microsoft Office, Malayalam, Microsoft SQL Server, MS Project, Visio, Outlook, Database Design, Customer Support, Client Co-ordination, Customer Satisfaction, Team-oriented, Team Leadership, Community Outreach, Acess, Microsoft Excel, Microsoft Word, Photoshop, Lync, Mac OS X, Windows XP Pro, Windows 2000, Windows Vista, Windows 7, Data Analysis, FrontPage, Creative Strategy, Public Speaking, Leadership Development, Requirements Analysis, OS X, Technical Support, Software Documentation, Management, Software Development, Microsoft Project, Testing
Education
University of South Florida 2006 — 2011
Bachelors of Science, Management Information Systems
Polk Community College 2000 — 2002
Associate of Arts, Liberal Arts
Mark Shuell's Raymond James Financial Inc. Experience September 1983 - September 2011
Job Certified Financial Planner Financial Advisor Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Raymond James Financial Inc. September 1983 - September 2011
Education
Saginaw Valley State University 1976 — 1980
BBA, Accounting
Ameriprise Financial Services, Inc. September 2011 - Present
Raymond James Financial Inc. September 1983 - September 2011
Education
Saginaw Valley State University 1976 — 1980
BBA, Accounting
Leah Caldarone Leah Caldarone's Raymond James Financial Inc. Experience 2002 - 2005
Job Manager, Brand Sales Strategy & Operations at Google
Industry Internet
Experience
Google 2012 - Present
Bain & Company 2009 - 2012
RAND Corporation 2006 - 2007
Raymond James Financial Inc. 2002 - 2005
Bain & Company 2000 - 2002
Skills
Management Consulting, Turnaround Consulting, Due Diligence, Competitive Analysis, Business Strategy, Strategic Planning, Market Research, Segmentation, Valuation, Performance Improvement, Consumer Insights, Financial Analysis, Marketing Strategy, Private Equity, Cloud Computing, Healthcare, Research, Strategic Analysis, Strategy Development, Analytics, Business Planning, Market Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Strategy and Finance
University of Colorado Boulder 2003 — 2005
MA, English Literature
Pomona College 1996 — 2000
Bachelor of Arts, Mathematics and English majors
Google 2012 - Present
Bain & Company 2009 - 2012
RAND Corporation 2006 - 2007
Raymond James Financial Inc. 2002 - 2005
Bain & Company 2000 - 2002
Skills
Management Consulting, Turnaround Consulting, Due Diligence, Competitive Analysis, Business Strategy, Strategic Planning, Market Research, Segmentation, Valuation, Performance Improvement, Consumer Insights, Financial Analysis, Marketing Strategy, Private Equity, Cloud Computing, Healthcare, Research, Strategic Analysis, Strategy Development, Analytics, Business Planning, Market Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Strategy and Finance
University of Colorado Boulder 2003 — 2005
MA, English Literature
Pomona College 1996 — 2000
Bachelor of Arts, Mathematics and English majors
Brian Graff Brian Graff's Raymond James Financial Inc. Experience January 2012 - August 2012
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Raymond James Financial Inc. January 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Team Leadership, Public Speaking, Time Management
Education
Rice University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Managerial Studies, Business
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Raymond James Financial Inc. January 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Team Leadership, Public Speaking, Time Management
Education
Rice University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Managerial Studies, Business
Brooke Thompson Brooke Thompson's Raymond James Financial Inc. Experience September 2012 - May 2015
Job Senior Budget Analyst at WellCare Health Plans
Industry Hospital & Health Care
Experience
WellCare Health Plans June 2015 - Present
Raymond James Financial Inc. September 2012 - May 2015
Raymond James & Associates, Inc June 2008 - September 2012
Raymond James Financial Inc. February 2005 - June 2008
Skills
Visio, Business Analysis, Microsoft Excel, SharePoint, Financial Analysis, Financial Reporting, Budgets, Financial Forecasting, Project Status Reporting, PowerPoint, Process Improvement, Data Analysis, Analysis, Requirements Gathering, Business Process..., Project Management, Vendor Management, Requirements Analysis, Management
Education
Saint Leo University 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of South Florida - College of Business Administration
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
WellCare Health Plans June 2015 - Present
Raymond James Financial Inc. September 2012 - May 2015
Raymond James & Associates, Inc June 2008 - September 2012
Raymond James Financial Inc. February 2005 - June 2008
Skills
Visio, Business Analysis, Microsoft Excel, SharePoint, Financial Analysis, Financial Reporting, Budgets, Financial Forecasting, Project Status Reporting, PowerPoint, Process Improvement, Data Analysis, Analysis, Requirements Gathering, Business Process..., Project Management, Vendor Management, Requirements Analysis, Management
Education
Saint Leo University 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of South Florida - College of Business Administration
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Aaron Hochhauser, CPA, MBA's Raymond James Financial Inc. Experience 2000 - 2002
Job Certified Public Accountant at Baggett, Reutimann & Associates, CPAs, PA
Industry Accounting
Experience
Baggett, Reutimann & Associates, CPAs, PA October 2014 - Present
Azazel Accounting November 2013 - October 2014
Defense Contract Audit Agency August 2005 - November 2013
Outback Steakhouse 2005 - 2005
Raymond James Financial Inc. 2000 - 2002
Skills
GAAP, Internal Controls, Yellow Book, Auditing, US GAAP, Government Auditing, CPA, Internal Audit, Accounting, Financial Reporting, Financial Accounting, Cost Accounting...
Education
Saint Leo University
Master of Business Administration (M.B.A.), Accounting
Baggett, Reutimann & Associates, CPAs, PA October 2014 - Present
Azazel Accounting November 2013 - October 2014
Defense Contract Audit Agency August 2005 - November 2013
Outback Steakhouse 2005 - 2005
Raymond James Financial Inc. 2000 - 2002
Skills
GAAP, Internal Controls, Yellow Book, Auditing, US GAAP, Government Auditing, CPA, Internal Audit, Accounting, Financial Reporting, Financial Accounting, Cost Accounting...
Education
Saint Leo University
Master of Business Administration (M.B.A.), Accounting
Carolynn Russell Carolynn Russell's Raymond James Financial Inc. Experience February 1995 - Present
Job Executive Assistant to Chairman at Raymond James Financial, Inc
Industry Financial Services
Experience
Raymond James Financial, Inc February 1995 - Present
Home Shopping Network August 1991 - February 1995
Skills
Outlook, Management, Microsoft Excel, Microsoft Office, Event Planning, Microsoft Word, Teamwork, Event Management, Executive Calendar...
Education
Dixie Hollins High School
Dixie Hollins High School
Sacramento City College
Associate of Arts (AA), Business Administration and Management, General
Raymond James Financial, Inc February 1995 - Present
Home Shopping Network August 1991 - February 1995
Skills
Outlook, Management, Microsoft Excel, Microsoft Office, Event Planning, Microsoft Word, Teamwork, Event Management, Executive Calendar...
Education
Dixie Hollins High School
Dixie Hollins High School
Sacramento City College
Associate of Arts (AA), Business Administration and Management, General
Michael J. Kelly Michael J. Kelly's Raymond James Financial Inc. Experience October 2009 - September 2011
Job Branch Director at UBS Financial Services, Inc./ Helping Financial Advisors Grow and Prosper
Industry Financial Services
Experience
UBS Financial Services, Inc September 2011 - Present
Great Lakes Retirement Plan Consultants of UBS Financial Services, Inc. September 2011 - Present
UBS Wealth Management September 2011 - Present
Raymond James Financial Inc. October 2009 - September 2011
Robert W. Baird February 1990 - January 2006
Robert W. Baird & Co. February 1990 - January 2006
ADP August 1989 - February 1990
Baxter Healthcare June 1987 - August 1989
Unisys July 1983 - May 1987
Skills
Finance
Education
Saint Mary's University of Minnesota 1980 — 1983
B.A., Computer Science/Marketing
Saint Laurence High School 1974 — 1978
UBS Financial Services, Inc September 2011 - Present
Great Lakes Retirement Plan Consultants of UBS Financial Services, Inc. September 2011 - Present
UBS Wealth Management September 2011 - Present
Raymond James Financial Inc. October 2009 - September 2011
Robert W. Baird February 1990 - January 2006
Robert W. Baird & Co. February 1990 - January 2006
ADP August 1989 - February 1990
Baxter Healthcare June 1987 - August 1989
Unisys July 1983 - May 1987
Skills
Finance
Education
Saint Mary's University of Minnesota 1980 — 1983
B.A., Computer Science/Marketing
Saint Laurence High School 1974 — 1978
Greg Rojas's Raymond James Financial Inc. Experience October 2013 - Present
Job Sharepoint Administrator at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
TEKsystems March 2012 - Present
PwC March 2012 - October 2013
Zumba Fitness LLC 2012 - 2013
Zumba Fitness LLC 2012 - 2013
US Air Force October 2007 - March 2012
US Air Force 2005 - 2009
Computer Sciences Corporation April 2001 - May 2005
Skills
SharePoint, SharePoint Designer, Network Administration, IIS, SQL Server 2005/2000, MCSE, MCITP, MCTS, CompTia Net+, ColdFusion, SQL, Information Assurance, MOSS 2007, InfoPath, ASP, WSS 3.0, SQL Server, Active Directory, Windows Server 2003, JavaScript, Network Security, HTML, Windows Server, DHTML, Application Development, Windows Server 2008, CSS, System Administration, C#, Windows 7, Database Design, Windows, Databases, DNS, Web Development, Web Servers, XP, Web Applications, MySQL, SQL Server 2000-2008, Microsoft Office..., Computer Security, Security+, CompTIA, ITIL, Visio, VMware, Security, Microsoft SQL Server, Disaster Recovery
Education
Saint Leo University
BS, Financial Management
Raymond James Financial Inc. October 2013 - Present
TEKsystems March 2012 - Present
PwC March 2012 - October 2013
Zumba Fitness LLC 2012 - 2013
Zumba Fitness LLC 2012 - 2013
US Air Force October 2007 - March 2012
US Air Force 2005 - 2009
Computer Sciences Corporation April 2001 - May 2005
Skills
SharePoint, SharePoint Designer, Network Administration, IIS, SQL Server 2005/2000, MCSE, MCITP, MCTS, CompTia Net+, ColdFusion, SQL, Information Assurance, MOSS 2007, InfoPath, ASP, WSS 3.0, SQL Server, Active Directory, Windows Server 2003, JavaScript, Network Security, HTML, Windows Server, DHTML, Application Development, Windows Server 2008, CSS, System Administration, C#, Windows 7, Database Design, Windows, Databases, DNS, Web Development, Web Servers, XP, Web Applications, MySQL, SQL Server 2000-2008, Microsoft Office..., Computer Security, Security+, CompTIA, ITIL, Visio, VMware, Security, Microsoft SQL Server, Disaster Recovery
Education
Saint Leo University
BS, Financial Management
Marie Komar's Raymond James Financial Inc. Experience December 2012 - Present
Job Supervision Specialist Correspondence at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. December 2012 - Present
Raymond James May 2006 - Present
Raymond James September 2002 - May 2006
Skills
Series 24, Series 66, Series 7, Securities, Investments, Finance, Mutual Funds, FINRA, Uniform Combined State..., Retirement Planning, Financial Advisory, Asset Allocation, Retirement, Risk Management, Financial Services, Wealth Management, Series 63, 401k, Investment Advisory
Education
Polk State College 1997 — 1999
no degree, accounting
Raymond James Financial Inc. December 2012 - Present
Raymond James May 2006 - Present
Raymond James September 2002 - May 2006
Skills
Series 24, Series 66, Series 7, Securities, Investments, Finance, Mutual Funds, FINRA, Uniform Combined State..., Retirement Planning, Financial Advisory, Asset Allocation, Retirement, Risk Management, Financial Services, Wealth Management, Series 63, 401k, Investment Advisory
Education
Polk State College 1997 — 1999
no degree, accounting
Walter Wood III Walter Wood III's Raymond James Financial Inc. Experience March 2015 - Present
Job Sales Associate II at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Fidelity Investments 2012 - November 2014
Raymond James Financial Inc. February 2010 - January 2012
Fidelity Investments April 2007 - February 2010
UBS Investment Bank August 2005 - September 2006
Skills
Holistic Financial..., Asset Management, Customer Service, Relationship Management, Life Insurance, Qualified Retirement..., People-oriented, Sales Process, Mutual Funds, Client Driven, Public Speaking, Investments, Financial Planning, Finance, Leadership, Retirement, Team Building, Project Management, Retirement Planning, Strategic Planning
Education
University of Cambridge 2005 — 2006
Postgraduate Certificate in International Business Practice
Samford University 1999 — 2003
Bachelor of Arts (B.A.), History
Saint Xavier High School 1995 — 1999
Raymond James Financial, Inc. March 2015 - Present
Fidelity Investments 2012 - November 2014
Raymond James Financial Inc. February 2010 - January 2012
Fidelity Investments April 2007 - February 2010
UBS Investment Bank August 2005 - September 2006
Skills
Holistic Financial..., Asset Management, Customer Service, Relationship Management, Life Insurance, Qualified Retirement..., People-oriented, Sales Process, Mutual Funds, Client Driven, Public Speaking, Investments, Financial Planning, Finance, Leadership, Retirement, Team Building, Project Management, Retirement Planning, Strategic Planning
Education
University of Cambridge 2005 — 2006
Postgraduate Certificate in International Business Practice
Samford University 1999 — 2003
Bachelor of Arts (B.A.), History
Saint Xavier High School 1995 — 1999
Kevin Reller Kevin Reller's Raymond James Financial Inc. Experience February 2008 - September 2011
Job Financial Advisor at Kovack Securities
Industry Financial Services
Experience
Kovack Securities October 2011 - Present
Raymond James Financial Inc. February 2008 - September 2011
Banc of America Investment Services June 2003 - February 2008
Quincy University July 1990 - June 2003
Skills
Mutual Funds, Sales, Wealth Management, Marketing, Strategic Financial..., Strategic Planning, Retirement Planning, Investment Advisory, Insurance, Credit Analysis, Financial Analysis, Life Insurance, Uniform Combined State..., Commercial Banking, Retirement, Loans, Credit, Series 7, Investments, Financial Advisory, Series 24, Series 63, Securities, Small Business, Mortgage Lending, Alternative Investments, Finance, Commercial Lending, Term Life Insurance, Banking, Asset Allocation, Small Business Lending, Risk Management, Consumer Lending, Wealth, IRAs, Financial Planning
Education
Webster University 1997 — 1999
Master of Arts (MA), Marketing
Quincy University 1988 — 1990
Bachelor of Science (BS), Marketing
Kovack Securities October 2011 - Present
Raymond James Financial Inc. February 2008 - September 2011
Banc of America Investment Services June 2003 - February 2008
Quincy University July 1990 - June 2003
Skills
Mutual Funds, Sales, Wealth Management, Marketing, Strategic Financial..., Strategic Planning, Retirement Planning, Investment Advisory, Insurance, Credit Analysis, Financial Analysis, Life Insurance, Uniform Combined State..., Commercial Banking, Retirement, Loans, Credit, Series 7, Investments, Financial Advisory, Series 24, Series 63, Securities, Small Business, Mortgage Lending, Alternative Investments, Finance, Commercial Lending, Term Life Insurance, Banking, Asset Allocation, Small Business Lending, Risk Management, Consumer Lending, Wealth, IRAs, Financial Planning
Education
Webster University 1997 — 1999
Master of Arts (MA), Marketing
Quincy University 1988 — 1990
Bachelor of Science (BS), Marketing
Shanita Jones Shanita Jones's Raymond James Financial Inc. Experience 2000 - 2004
Job Owner, Jones Accounting & Tax Services Inc
Industry Accounting
Experience
Jones Accounting & Tax Services Inc 2011 - Present
MetLife June 2006 - April 2014
Mainsail Lodging & Development 2004 - 2006
Raymond James Financial Inc. 2000 - 2004
Marriott International 1996 - 2000
Skills
Tax Preparation, Accounting, Financial Reporting, Bookkeeping, 501c3, Non-profits..., Small Business, Fuel Tax, Financial Statements, Internal Controls, GAAP, Account Reconciliation, Budgets, Analysis
Education
Saint Leo University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting
University of South Florida
Bachelor's degree, Accounting
Jones Accounting & Tax Services Inc 2011 - Present
MetLife June 2006 - April 2014
Mainsail Lodging & Development 2004 - 2006
Raymond James Financial Inc. 2000 - 2004
Marriott International 1996 - 2000
Skills
Tax Preparation, Accounting, Financial Reporting, Bookkeeping, 501c3, Non-profits..., Small Business, Fuel Tax, Financial Statements, Internal Controls, GAAP, Account Reconciliation, Budgets, Analysis
Education
Saint Leo University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting
University of South Florida
Bachelor's degree, Accounting
Randy Woodward Randy Woodward's Raymond James Financial Inc. Experience August 1998 - Present
Job Managing Director at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. August 1998 - Present
Salomon Smith Barney February 1998 - August 1998
J.C. Bradford & Co. February 1995 - February 1998
Bloomberg February 1988 - February 1995
Skills
Bonds, Institution Sales, Analysis, Fixed Income, Investments, Financial Markets, Capital Markets, Debt, Securities, Banking, Bloomberg, Economics, Portfolio Management, Series 7, Asset Management
Education
Rider University 1985 — 1991
MBA, Business
Raymond James Financial Inc. August 1998 - Present
Salomon Smith Barney February 1998 - August 1998
J.C. Bradford & Co. February 1995 - February 1998
Bloomberg February 1988 - February 1995
Skills
Bonds, Institution Sales, Analysis, Fixed Income, Investments, Financial Markets, Capital Markets, Debt, Securities, Banking, Bloomberg, Economics, Portfolio Management, Series 7, Asset Management
Education
Rider University 1985 — 1991
MBA, Business
Emily Joyce-Grikis Emily Joyce-Grikis's Raymond James Financial Inc. Experience February 2010 - Present
Job Client Services Manager at Shoreline Retirement Group
Industry Financial Services
Experience
Raymond James Financial Inc. February 2010 - Present
Wells Fargo Advisors December 2005 - August 2009
Citizens Bank May 2004 - December 2005
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Editing, Project Management, Social Media, Public Relations, Teamwork
Education
Plymouth State University
Raymond James Financial Inc. February 2010 - Present
Wells Fargo Advisors December 2005 - August 2009
Citizens Bank May 2004 - December 2005
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Editing, Project Management, Social Media, Public Relations, Teamwork
Education
Plymouth State University
Casey Van de Walle Casey Van de Walle's Raymond James Financial Inc. Experience July 2014 - Present
Job Investment Banking Associate at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2014 - Present
Shattuck Hammond Partners September 2010 - Present
Skills
Financial Analysis, Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Equity Research, Due Diligence, Bloomberg, Corporate Finance, Equities
Education
Princeton University 2007 — 2011
BA, Economics, Finance
Raymond James Financial Inc. July 2014 - Present
Shattuck Hammond Partners September 2010 - Present
Skills
Financial Analysis, Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Equity Research, Due Diligence, Bloomberg, Corporate Finance, Equities
Education
Princeton University 2007 — 2011
BA, Economics, Finance
Nicolette Betuk Nicolette Betuk's Raymond James Financial Inc. Experience July 2013 - October 2013
Job Graphic Designer at Starfish Signs and Graphics
Industry Graphic Design
Experience
Starfish Signs and Graphics May 2015 - Present
Total Health Enhancement Supplements August 2014 - April 2015
Synergy Inc. November 2013 - May 2014
Raymond James Financial Inc. July 2013 - October 2013
UCSB - Housing and Residential Services February 2013 - June 2013
UC Education Abroad Program October 2012 - June 2013
Boathouse at Hendry's Beach October 2010 - June 2013
Wells Fargo April 2012 - June 2012
SWIFT Navigator January 2012 - June 2012
Selma's Chicago Pizzeria June 2007 - February 2009
Skills
Facebook, Photoshop, Graphic Design, InDesign, Social Media, PowerPoint, Social Networking, Microsoft Word, Event Planning, Marketing, Social Media Marketing, Blogging, Creative Writing
Education
Saddleback College 2013 — 2014
Associate's degree, Graphic Design, 4.0
University of California, Santa Barbara 2009 — 2013
Bachelor's Degree, Communication & Professional Multimedia Writing
UC Rome 2011 — 2011
Art History, 3.41
Starfish Signs and Graphics May 2015 - Present
Total Health Enhancement Supplements August 2014 - April 2015
Synergy Inc. November 2013 - May 2014
Raymond James Financial Inc. July 2013 - October 2013
UCSB - Housing and Residential Services February 2013 - June 2013
UC Education Abroad Program October 2012 - June 2013
Boathouse at Hendry's Beach October 2010 - June 2013
Wells Fargo April 2012 - June 2012
SWIFT Navigator January 2012 - June 2012
Selma's Chicago Pizzeria June 2007 - February 2009
Skills
Facebook, Photoshop, Graphic Design, InDesign, Social Media, PowerPoint, Social Networking, Microsoft Word, Event Planning, Marketing, Social Media Marketing, Blogging, Creative Writing
Education
Saddleback College 2013 — 2014
Associate's degree, Graphic Design, 4.0
University of California, Santa Barbara 2009 — 2013
Bachelor's Degree, Communication & Professional Multimedia Writing
UC Rome 2011 — 2011
Art History, 3.41
Shareef Anthony Doumet's Raymond James Financial Inc. Experience May 2008 - July 2008
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC June 2013 - October 2014
Merrill Lynch December 2011 - November 2012
Northwestern Mutual July 2011 - November 2011
First Command Financial Services November 2009 - June 2011
CNBC January 2009 - April 2009
Raymond James Financial Inc. May 2008 - July 2008
Rollins College August 2006 - May 2008
Skills
Mutual Funds, Investments, Series 7, Financial Analysis, Strategic Planning, Leadership, Retirement Planning, Securities, Public Speaking, Program Management, Portfolio Management, Strategic Financial..., Financial Advisory, Finance, Fixed Annuities, Equities, Uniform Combined State..., Financial Modeling, Insurance, Business Planning, Management, Retirement, Training, Life Insurance, Stock Market, Stocks, Stock Management, Stock Picking, Technical Analysis, Stock Trading, Investment Research, Series 66, Series 6, Business Analysis, Business Strategy, Wealth Management, Wealth Accumulation, Team Building, Customer Service, Team Leadership, Cash Management, Teamwork, Jewelry Making, Market Research, Board of Directors
Education
Rollins College 2005 — 2009
International Business, International Business
Seminar for Tomorrow's Leaders 2004 — 2004
Raymond James Financial Services Inc., Member FINRA/SIPC June 2013 - October 2014
Merrill Lynch December 2011 - November 2012
Northwestern Mutual July 2011 - November 2011
First Command Financial Services November 2009 - June 2011
CNBC January 2009 - April 2009
Raymond James Financial Inc. May 2008 - July 2008
Rollins College August 2006 - May 2008
Skills
Mutual Funds, Investments, Series 7, Financial Analysis, Strategic Planning, Leadership, Retirement Planning, Securities, Public Speaking, Program Management, Portfolio Management, Strategic Financial..., Financial Advisory, Finance, Fixed Annuities, Equities, Uniform Combined State..., Financial Modeling, Insurance, Business Planning, Management, Retirement, Training, Life Insurance, Stock Market, Stocks, Stock Management, Stock Picking, Technical Analysis, Stock Trading, Investment Research, Series 66, Series 6, Business Analysis, Business Strategy, Wealth Management, Wealth Accumulation, Team Building, Customer Service, Team Leadership, Cash Management, Teamwork, Jewelry Making, Market Research, Board of Directors
Education
Rollins College 2005 — 2009
International Business, International Business
Seminar for Tomorrow's Leaders 2004 — 2004
Purvesh Mankad Purvesh Mankad's Raymond James Financial Inc. Experience June 1996 - September 1997
Job Founder & CEO at CTA Exchange LLC
Industry Capital Markets
Experience
CTA Exchange LLC March 2005 - Present
Vamansons Capital Management (BVI) Ltd. July 1998 - January 2005
Braingem - a TIBCO Systems Integrator January 1999 - June 2002
Raymond James Financial Inc. June 1996 - September 1997
Skills
Business Strategy, Disruptive Technologies, Commodity Pools, Exchange Traded..., Platform Architecture, Service Oriented..., Building New Business, Emerging Markets, Cloud Computing, TIBCO, Amazon Web Services..., Film Finance, New Media Strategy, Offshore Software..., Offshore Banking, Go-to-market Strategy, Visio, Start-ups, Cross-functional Team..., P&L Responsibility, Derivatives, Trading Strategies, Entrepreneurship, Trading, Investment Banking, Investments, Investment Management, Trading Systems, P&L Management, Equities
Education
Rutgers University 1994 — 1998
Bachelor of Science (BS), Applied Mathematics
CTA Exchange LLC March 2005 - Present
Vamansons Capital Management (BVI) Ltd. July 1998 - January 2005
Braingem - a TIBCO Systems Integrator January 1999 - June 2002
Raymond James Financial Inc. June 1996 - September 1997
Skills
Business Strategy, Disruptive Technologies, Commodity Pools, Exchange Traded..., Platform Architecture, Service Oriented..., Building New Business, Emerging Markets, Cloud Computing, TIBCO, Amazon Web Services..., Film Finance, New Media Strategy, Offshore Software..., Offshore Banking, Go-to-market Strategy, Visio, Start-ups, Cross-functional Team..., P&L Responsibility, Derivatives, Trading Strategies, Entrepreneurship, Trading, Investment Banking, Investments, Investment Management, Trading Systems, P&L Management, Equities
Education
Rutgers University 1994 — 1998
Bachelor of Science (BS), Applied Mathematics
Kim Hunsberger Kim Hunsberger's Raymond James Financial Inc. Experience February 2008 - November 2010
Job
Industry Financial Services
Experience
Merrill Lynch December 2012 - July 2014
HESS International Educational Organization December 2010 - August 2012
Raymond James Financial Inc. February 2008 - November 2010
UBS Financial Services February 2006 - February 2008
Skills
Customer Service, PowerPoint, Microsoft Word, Social Media, Sales, Portfolio Management, Investments, Event Planning, Series 7, Teaching, Retirement, Product Marketing, Financial Services, Retirement Planning, Teamwork, Public Speaking, Project Management
Education
Saint Joseph's University 2001 — 2005
B.S. Business Administration, Marketing
Merrill Lynch December 2012 - July 2014
HESS International Educational Organization December 2010 - August 2012
Raymond James Financial Inc. February 2008 - November 2010
UBS Financial Services February 2006 - February 2008
Skills
Customer Service, PowerPoint, Microsoft Word, Social Media, Sales, Portfolio Management, Investments, Event Planning, Series 7, Teaching, Retirement, Product Marketing, Financial Services, Retirement Planning, Teamwork, Public Speaking, Project Management
Education
Saint Joseph's University 2001 — 2005
B.S. Business Administration, Marketing
Melinda McCullough Melinda McCullough's Raymond James Financial Inc. Experience August 2012 - January 2013
Job Business Professional
Industry Executive Office
Experience
Frank Young Construction December 2013 - July 2014
Raymond James Financial Inc. August 2012 - January 2013
The Tax Company August 2012 - January 2013
The Law Offices of Jamal Abdullah December 2008 - June 2009
Alta Air Conditioining & Heating December 2006 - March 2008
CSA, Ltd. February 2006 - December 2006
Callister Nebeker & McCullough August 1993 - January 2006
Skills
Human Resources, Employee Benefits, Microsoft Office, Microsoft Excel, Microsoft Word, Wordperfect, Typing, Customer Service, PowerPoint, QuickBooks, Quicken, HotDocs, 10 Key, Payroll, Time Management, Windows, Mac OS, Supervisory Skills, Work Well Independently, Works well in a team, Manage Client..., Client Liaison, Client Development, Account Servicing, Daily Deposits, Account Reconciliation, Bank Reconciliation, Compliance, Marketing, Correspondences, Legal Research, Legal Documents, Travel Planning, Government Liason, Seminars, Invoice Processing, Monthly Accounts, Performance Appraisal, Government Filings, General Office..., Event Planning, Accounts Receivable, Accounts Payable, Accounting, Project Planning, Deferred Compensation, Research, Data Entry
Education
Utah Valley University 2014 — 2015
Bachelor's Degree, Hospitality Administration/Management
University of Utah 2002 — 2004
Bachelor of Science (B.S.), Political Science
Salt Lake Community College 1996 — 1998
Associate of Science, General Education; Paralegal Studies
Frank Young Construction December 2013 - July 2014
Raymond James Financial Inc. August 2012 - January 2013
The Tax Company August 2012 - January 2013
The Law Offices of Jamal Abdullah December 2008 - June 2009
Alta Air Conditioining & Heating December 2006 - March 2008
CSA, Ltd. February 2006 - December 2006
Callister Nebeker & McCullough August 1993 - January 2006
Skills
Human Resources, Employee Benefits, Microsoft Office, Microsoft Excel, Microsoft Word, Wordperfect, Typing, Customer Service, PowerPoint, QuickBooks, Quicken, HotDocs, 10 Key, Payroll, Time Management, Windows, Mac OS, Supervisory Skills, Work Well Independently, Works well in a team, Manage Client..., Client Liaison, Client Development, Account Servicing, Daily Deposits, Account Reconciliation, Bank Reconciliation, Compliance, Marketing, Correspondences, Legal Research, Legal Documents, Travel Planning, Government Liason, Seminars, Invoice Processing, Monthly Accounts, Performance Appraisal, Government Filings, General Office..., Event Planning, Accounts Receivable, Accounts Payable, Accounting, Project Planning, Deferred Compensation, Research, Data Entry
Education
Utah Valley University 2014 — 2015
Bachelor's Degree, Hospitality Administration/Management
University of Utah 2002 — 2004
Bachelor of Science (B.S.), Political Science
Salt Lake Community College 1996 — 1998
Associate of Science, General Education; Paralegal Studies
Leah Spitzenberger Leah Spitzenberger's Raymond James Financial Inc. Experience September 2009 - April 2011
Job Engineering Tech, Gulf Coast Onshore Region at Apache Corporation
Industry Oil & Energy
Experience
Apache Corporation April 2011 - Present
Raymond James Financial Inc. September 2009 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Editing, Oil/Gas, Sales, Energy Industry, Completions, Onshore, Workover, Production Engineering, Time Management, Oilfield, Oil & Gas Industry, Natural Gas, Supervisory Skills, Completion, Upstream, Petroleum Engineering, Petroleum, Pipelines, Gas, Oil & Gas
Education
Sam Houston State University 2005 — 2009
Apache Corporation April 2011 - Present
Raymond James Financial Inc. September 2009 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Editing, Oil/Gas, Sales, Energy Industry, Completions, Onshore, Workover, Production Engineering, Time Management, Oilfield, Oil & Gas Industry, Natural Gas, Supervisory Skills, Completion, Upstream, Petroleum Engineering, Petroleum, Pipelines, Gas, Oil & Gas
Education
Sam Houston State University 2005 — 2009
Kale Wild's Raymond James Financial Inc. Experience May 2013 - August 2014
Job Associate at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. September 2014 - Present
Cumberland Grads Jr. A Hockey Club November 2014 - Present
Child Check-Mate System Inc. May 2013 - Present
Raymond James Financial Inc. May 2013 - August 2014
ClubLink Corporation May 2012 - August 2012
ClubLink Corporation April 2011 - August 2011
Federal Election Campaign May 2011 - May 2011
Cumberland Grads minor Hockey School August 2009 - August 2010
ClubLink Corporation May 2006 - August 2010
Skills
Event Management, Event Planning, Social Media, Teamwork, Time Management, Customer Service, Marketing Communications, Microsoft Office, Marketing, Public Relations, Market Research, Golf, Sales, Business Development, Sports, Public Speaking, PowerPoint, Corporate Events, Analysis, CRM, Leadership, Social Networking, Marketing Strategy, Research, Team Leadership, Account Management, Fundraising
Education
Simon Fraser University 2012 — 2014
Bachelor's degree, Economics
University of Ottawa / Université d'Ottawa 2009 — 2012
Economics
Raymond James Ltd. September 2014 - Present
Cumberland Grads Jr. A Hockey Club November 2014 - Present
Child Check-Mate System Inc. May 2013 - Present
Raymond James Financial Inc. May 2013 - August 2014
ClubLink Corporation May 2012 - August 2012
ClubLink Corporation April 2011 - August 2011
Federal Election Campaign May 2011 - May 2011
Cumberland Grads minor Hockey School August 2009 - August 2010
ClubLink Corporation May 2006 - August 2010
Skills
Event Management, Event Planning, Social Media, Teamwork, Time Management, Customer Service, Marketing Communications, Microsoft Office, Marketing, Public Relations, Market Research, Golf, Sales, Business Development, Sports, Public Speaking, PowerPoint, Corporate Events, Analysis, CRM, Leadership, Social Networking, Marketing Strategy, Research, Team Leadership, Account Management, Fundraising
Education
Simon Fraser University 2012 — 2014
Bachelor's degree, Economics
University of Ottawa / Université d'Ottawa 2009 — 2012
Economics
John Sardella's Raymond James Financial Inc. Experience August 2011 - June 2012
Job Public Accountant
Industry Accounting
Experience
C. Malcolm Smith & Company February 2015 - Present
My Alarm Center May 2012 - April 2014
Raymond James Financial Inc. August 2011 - June 2012
CBS Radio February 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SAP, QuickBooks, Accounting, CRM, Financial Statements, Tax Preparation, Tax Accounting, Tax Law, Great Plains Software, Prepaid Expenses, Sales & Use Tax, Bank Reconciliation, Invoice Processing, Wire Transfers, Inventory Management, Fixed Assets, Journal Entries, Invoicing, Tax Returns, Account Reconciliation, Payroll Taxes, Payroll, Pivot Tables, Sales Tax, Vlookup
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science (B.S.), Accounting
C. Malcolm Smith & Company February 2015 - Present
My Alarm Center May 2012 - April 2014
Raymond James Financial Inc. August 2011 - June 2012
CBS Radio February 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SAP, QuickBooks, Accounting, CRM, Financial Statements, Tax Preparation, Tax Accounting, Tax Law, Great Plains Software, Prepaid Expenses, Sales & Use Tax, Bank Reconciliation, Invoice Processing, Wire Transfers, Inventory Management, Fixed Assets, Journal Entries, Invoicing, Tax Returns, Account Reconciliation, Payroll Taxes, Payroll, Pivot Tables, Sales Tax, Vlookup
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Chris Savorelli Chris Savorelli's Raymond James Financial Inc. Experience June 2015 - Present
Job Trading Support Associate II at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. February 2014 - June 2015
Mercury Insurance January 2013 - February 2014
University of South Florida August 2010 - December 2012
Best Buy October 2011 - January 2012
Strategic Media May 2011 - July 2011
Skills
search engine..., Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Facebook, Sales, QuickBooks, SEO, Event Planning, Access
Education
Saint Leo University 2014 — 2016
Master of Business Administration (M.B.A.)
University of South Florida 2010 — 2012
Bachelor's degree, Finance & Marketing, 3.33
Hillsborough Community College 2008 — 2010
Associate of Arts, Business Administration, 3.35
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. February 2014 - June 2015
Mercury Insurance January 2013 - February 2014
University of South Florida August 2010 - December 2012
Best Buy October 2011 - January 2012
Strategic Media May 2011 - July 2011
Skills
search engine..., Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Facebook, Sales, QuickBooks, SEO, Event Planning, Access
Education
Saint Leo University 2014 — 2016
Master of Business Administration (M.B.A.)
University of South Florida 2010 — 2012
Bachelor's degree, Finance & Marketing, 3.33
Hillsborough Community College 2008 — 2010
Associate of Arts, Business Administration, 3.35
Abel A. Ramos Abel A. Ramos's Raymond James Financial Inc. Experience January 1996 - Present
Job Financial Advisor/Branch Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 1996 - Present
Paine Webber June 1991 - January 1996
Skills
Retirement Planning, Wealth Management, Estate Planning, Asset Management, Asset Managment
Education
Sacred Heart University
Bachelor of Science, Finance
Raymond James Financial Inc. January 1996 - Present
Paine Webber June 1991 - January 1996
Skills
Retirement Planning, Wealth Management, Estate Planning, Asset Management, Asset Managment
Education
Sacred Heart University
Bachelor of Science, Finance
Edward Michael Young Jr Edward Michael Young Jr's Raymond James Financial Inc. Experience March 2012 - June 2013
Job VP Institutional Equities/Event Driven Sales Trader at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald December 2013 - Present
Raymond James Financial Inc. March 2012 - June 2013
Morgan Keegan April 2010 - March 2012
Morgan Keegan January 2010 - April 2010
Morgan Keegan June 2008 - December 2009
Skills
Equities, Trading, Sales, Marketing, Series 7, Series 63, Capital Markets, Investments, Financial Modeling, Bloomberg, Valuation, Securities, Financial Analysis, Hedge Funds, Mutual Funds, Financial Risk, Equity Trading, Electronic Trading
Education
Seton Hall University 2003 — 2007
Business, Marketing
Seton Hall University
Bachelor's degree , Marketing
Cantor Fitzgerald December 2013 - Present
Raymond James Financial Inc. March 2012 - June 2013
Morgan Keegan April 2010 - March 2012
Morgan Keegan January 2010 - April 2010
Morgan Keegan June 2008 - December 2009
Skills
Equities, Trading, Sales, Marketing, Series 7, Series 63, Capital Markets, Investments, Financial Modeling, Bloomberg, Valuation, Securities, Financial Analysis, Hedge Funds, Mutual Funds, Financial Risk, Equity Trading, Electronic Trading
Education
Seton Hall University 2003 — 2007
Business, Marketing
Seton Hall University
Bachelor's degree , Marketing
Steve McGavran's Raymond James Financial Inc. Experience July 2013 - Present
Job Financial Advisor with Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Beacon Capital Management, Inc June 2013 - Present
Lincoln Financial Group June 2008 - July 2013
AXA January 2005 - June 2008
Kemper April 1996 - August 2004
Scudder Investments April 1996 - 2004
Education
Pittsburg State University 1987 — 1993
Raymond James Financial Inc. July 2013 - Present
Beacon Capital Management, Inc June 2013 - Present
Lincoln Financial Group June 2008 - July 2013
AXA January 2005 - June 2008
Kemper April 1996 - August 2004
Scudder Investments April 1996 - 2004
Education
Pittsburg State University 1987 — 1993
Diane Swinton's Raymond James Financial Inc. Experience August 2012 - Present
Job Executive Assistant to General Counsel, Investment Banking at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2012 - Present
Citizens Financial Group March 2010 - March 2011
Fidelity Investments June 2001 - March 2010
Hammer and Company January 1997 - August 2000
Skills
Microsoft Office, Investments, Financial Analysis, Risk Management, Finance, Banking, Project Management, Business Analysis
Education
Quincy College 1974 — 1976
Associate of Science (A.S.), Legal Administrative Assistant/Secretary
Raymond James Financial Inc. August 2012 - Present
Citizens Financial Group March 2010 - March 2011
Fidelity Investments June 2001 - March 2010
Hammer and Company January 1997 - August 2000
Skills
Microsoft Office, Investments, Financial Analysis, Risk Management, Finance, Banking, Project Management, Business Analysis
Education
Quincy College 1974 — 1976
Associate of Science (A.S.), Legal Administrative Assistant/Secretary
Matt Werthe's Raymond James Financial Inc. Experience January 2013 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Edward Jones April 2009 - December 2012
Fairfield Residential March 2007 - January 2009
Skills
Microsoft Excel, Marketing Strategy, Customer Service, Business Development, Marketing, Account Management, Wealth Management, Market Research, Series 7, Sales, New Business Development, Strategic Planning, Investments, Financial Analysis, Real Estate, Sales Management, Leadership, Microsoft Office, Management, Finance
Education
San Diego State University-California State University 2000 — 2005
Bachelor of Arts, Marketing
Dana Hills 1997 — 2000
Raymond James Financial Inc. January 2013 - Present
Edward Jones April 2009 - December 2012
Fairfield Residential March 2007 - January 2009
Skills
Microsoft Excel, Marketing Strategy, Customer Service, Business Development, Marketing, Account Management, Wealth Management, Market Research, Series 7, Sales, New Business Development, Strategic Planning, Investments, Financial Analysis, Real Estate, Sales Management, Leadership, Microsoft Office, Management, Finance
Education
San Diego State University-California State University 2000 — 2005
Bachelor of Arts, Marketing
Dana Hills 1997 — 2000
Zachary Kessler Zachary Kessler's Raymond James Financial Inc. Experience August 2013 - Present
Job Investment Consultant
Industry Financial Services
Experience
Raymond James Financial Inc. August 2013 - Present
Michael's Grill September 2008 - December 2013
Raymond James May 2010 - August 2013
Swafford Insurance Group September 2009 - May 2010
Skills
Fixed Annuities, Life Insurance, Retirement, Insurance, Long Term Care Insurance, Wealth, Financial Advisory, Series 7, Retirement Planning, Investments, Financial Services, Relationship Management, Sales, Customer Service, Mutual Funds, Asset Allocation
Education
Shippensburg University of Pennsylvania 2003 — 2007
BSBA, finance
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Finance
Raymond James Financial Inc. August 2013 - Present
Michael's Grill September 2008 - December 2013
Raymond James May 2010 - August 2013
Swafford Insurance Group September 2009 - May 2010
Skills
Fixed Annuities, Life Insurance, Retirement, Insurance, Long Term Care Insurance, Wealth, Financial Advisory, Series 7, Retirement Planning, Investments, Financial Services, Relationship Management, Sales, Customer Service, Mutual Funds, Asset Allocation
Education
Shippensburg University of Pennsylvania 2003 — 2007
BSBA, finance
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Finance
Christopher Brewster's Raymond James Financial Inc. Experience April 2005 - January 2006
Job Oracle | Utilities Global Business Unit | Customer Care & Billing | 9,635+ CONNECTIONS | TOP 1%
Industry Information Technology and Services
Experience
Oracle Corporation United States January 2015 - Present
The CONNECT SUGGESTIONS Project Created by: Paul Lemmens August 2015 - Present
Accenture May 2012 - August 2014
Accenture June 2010 - May 2012
Accenture January 2008 - June 2010
Accenture July 2007 - January 2008
Accenture January 2006 - July 2007
Raymond James Financial Inc. April 2005 - January 2006
Systems West Performance August 2000 - January 2005
Accenture February 1998 - August 2000
Skills
Requirements Gathering, Process Improvement, Requirements Analysis, Software Development, Consulting, Customer Service, Business Process..., SQL, Utility Industry, Oracle, Outsourcing, Testing, Unix, Customer/1, Software Project..., Utility Regulation, Business Process Design, Customer Satisfaction, Functional Design, CC&B, Client Rapport, Fit/Gap Analysis, Technical Design, User Acceptance Testing, Enterprise Architecture, Process Engineering, Install/1, Project Delivery, CBIS/CMS, Application Development, Problem Solving, Team Management, Team Mentoring, Employee Management, Unit Testing, Transition Management, Sales Process, Demand Supply Planning, Regression Testing, Demand Management, Capacity Management, COBOL, Demand Planning, C#, Business Process, Business Analysis, Solution Architecture, Project Management, Management, SDLC
Education
Salisbury University 1994 — 1997
Bachelor of Science (B.S.), Management Information Systems
LIFE
CEO of my Life
Oracle Corporation United States January 2015 - Present
The CONNECT SUGGESTIONS Project Created by: Paul Lemmens August 2015 - Present
Accenture May 2012 - August 2014
Accenture June 2010 - May 2012
Accenture January 2008 - June 2010
Accenture July 2007 - January 2008
Accenture January 2006 - July 2007
Raymond James Financial Inc. April 2005 - January 2006
Systems West Performance August 2000 - January 2005
Accenture February 1998 - August 2000
Skills
Requirements Gathering, Process Improvement, Requirements Analysis, Software Development, Consulting, Customer Service, Business Process..., SQL, Utility Industry, Oracle, Outsourcing, Testing, Unix, Customer/1, Software Project..., Utility Regulation, Business Process Design, Customer Satisfaction, Functional Design, CC&B, Client Rapport, Fit/Gap Analysis, Technical Design, User Acceptance Testing, Enterprise Architecture, Process Engineering, Install/1, Project Delivery, CBIS/CMS, Application Development, Problem Solving, Team Management, Team Mentoring, Employee Management, Unit Testing, Transition Management, Sales Process, Demand Supply Planning, Regression Testing, Demand Management, Capacity Management, COBOL, Demand Planning, C#, Business Process, Business Analysis, Solution Architecture, Project Management, Management, SDLC
Education
Salisbury University 1994 — 1997
Bachelor of Science (B.S.), Management Information Systems
LIFE
CEO of my Life
Sarah Stephanson's Raymond James Financial Inc. Experience February 2008 - March 2008
Job Analyst, Shared Care Committee at Doctors of BC
Industry Hospital & Health Care
Experience
Doctors of BC April 2015 - Present
Doctors of BC January 2015 - Present
Doctors of BC October 2012 - January 2015
Nexvu Capital Corp. April 2008 - July 2012
SNC-Lavalin March 2008 - April 2008
Raymond James Financial Inc. February 2008 - March 2008
Reach Child and Youth Development Society January 2005 - September 2006
Skills
Venture Capital, Corporate Finance, Project Management, Team Building, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Fashion, Sourcing, Administrative..., Customer Service, Events, Front-end, Hospitality, Internet, iPhone, Non-profits, Newsletters, Office Management, Organization, Writing, Creative Writing, Securities Offerings, drafting ag, Private Equity, Corporate Records, Corporate Communications, Venture Financing, Securities Regulation, Document Drafting, Document Management, EDGAR, SEDAR, SEDI, Office Administration, Investor Relations, Strategic Communications, Time Management, Project Planning, Leadership, Administrative..., Nonprofits, Strategic Planning
Education
Sauder School of Business 2014 — 2015
Professional Project Management, Project Management
Doctors of BC April 2015 - Present
Doctors of BC January 2015 - Present
Doctors of BC October 2012 - January 2015
Nexvu Capital Corp. April 2008 - July 2012
SNC-Lavalin March 2008 - April 2008
Raymond James Financial Inc. February 2008 - March 2008
Reach Child and Youth Development Society January 2005 - September 2006
Skills
Venture Capital, Corporate Finance, Project Management, Team Building, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Fashion, Sourcing, Administrative..., Customer Service, Events, Front-end, Hospitality, Internet, iPhone, Non-profits, Newsletters, Office Management, Organization, Writing, Creative Writing, Securities Offerings, drafting ag, Private Equity, Corporate Records, Corporate Communications, Venture Financing, Securities Regulation, Document Drafting, Document Management, EDGAR, SEDAR, SEDI, Office Administration, Investor Relations, Strategic Communications, Time Management, Project Planning, Leadership, Administrative..., Nonprofits, Strategic Planning
Education
Sauder School of Business 2014 — 2015
Professional Project Management, Project Management
Terry LaPlante's Raymond James Financial Inc. Experience January 1999 - February 2003
Job Field Organizer
Industry Public Relations and Communications
Experience
Florida's Water & Land Legacy January 2013 - December 2013
Jasper Foods January 2009 - November 2012
YachtMasters January 2005 - March 2007
Raymond James Financial Inc. January 1999 - February 2003
Merrill Lynch April 1986 - January 1999
Education
Rice University 1982 — 1985
BA, Managerial Studies, Sociology
Merritt Island High School
Graduated early, Spent the summer in Europe
Florida's Water & Land Legacy January 2013 - December 2013
Jasper Foods January 2009 - November 2012
YachtMasters January 2005 - March 2007
Raymond James Financial Inc. January 1999 - February 2003
Merrill Lynch April 1986 - January 1999
Education
Rice University 1982 — 1985
BA, Managerial Studies, Sociology
Merritt Island High School
Graduated early, Spent the summer in Europe
Daniel Beckham Daniel Beckham's Raymond James Financial Inc. Experience February 2007 - February 2011
Job Admin/HR + Communications Professional
Industry Marketing and Advertising
Experience
Franciscan Friars of Holy Name Province August 2013 - March 2015
US Navy Reserve February 2011 - February 2013
US Navy Reserve December 2011 - May 2012
Raymond James Financial Inc. February 2007 - February 2011
US Navy Reserve June 1999 - February 2011
Skills
Proofreading, Copywriting, Copy Editing, Blogging, Research, Social Media, Human Resources, Training, Administration, PeopleSoft, Customer Service, Non-profit Volunteering, Religious Studies, Personnel Records, Records Management, Online Research
Education
Saint Bonaventure University 2014 — 2014
Franciscan Graduate Studies
University of South Florida 2005 — 2009
Bachelor of Arts (BA), Professional, Technical, and Business Writing
Franciscan Friars of Holy Name Province August 2013 - March 2015
US Navy Reserve February 2011 - February 2013
US Navy Reserve December 2011 - May 2012
Raymond James Financial Inc. February 2007 - February 2011
US Navy Reserve June 1999 - February 2011
Skills
Proofreading, Copywriting, Copy Editing, Blogging, Research, Social Media, Human Resources, Training, Administration, PeopleSoft, Customer Service, Non-profit Volunteering, Religious Studies, Personnel Records, Records Management, Online Research
Education
Saint Bonaventure University 2014 — 2014
Franciscan Graduate Studies
University of South Florida 2005 — 2009
Bachelor of Arts (BA), Professional, Technical, and Business Writing
Douglas Corarito Douglas Corarito's Raymond James Financial Inc. Experience October 2013 - Present
Job President, INFOequipt, Inc.
Industry Computer Software
Experience
INFOequipt,Inc. February 1997 - Present
Raymond James Financial Inc. October 2013 - Present
University of South Florida November 2012 - October 2013
Jackson Hewitt Tax Service Inc. 2013 - 2013
Raymond James Financial Inc. April 2012 - November 2012
Cisco September 2011 - April 2012
Carestream Health June 2005 - October 2011
OSG, Inc. September 2010 - August 2011
Law Firm of Marshall C. Watson 2010 - 2010
Aerotek 2009 - 2009
Skills
Software Development, .NET, C#, Java, JavaScript, C++, XML, Visual Studio, OOP, Microsoft SQL Server, SQL, Object Oriented Design, MySQL, ASP.NET, Embedded Systems, MFC, Perforce, Unix, C, Java Enterprise Edition, Agile Methodologies, Software Design, Software Engineering, CVS, Oracle, PHP, Programming, T-SQL, Operating Systems, IIS, Scrum, SOAP, ASP, Eclipse, CSS, SOA, Testing, Xcode, Databases, HTML, Tomcat, JSP, Web Services, ASP.NET MVC, C# 4.0, VB.NET, System Architecture, REST, WCF
Education
Rensselaer Polytechnic Institute 1985 — 1987
INFOequipt,Inc. February 1997 - Present
Raymond James Financial Inc. October 2013 - Present
University of South Florida November 2012 - October 2013
Jackson Hewitt Tax Service Inc. 2013 - 2013
Raymond James Financial Inc. April 2012 - November 2012
Cisco September 2011 - April 2012
Carestream Health June 2005 - October 2011
OSG, Inc. September 2010 - August 2011
Law Firm of Marshall C. Watson 2010 - 2010
Aerotek 2009 - 2009
Skills
Software Development, .NET, C#, Java, JavaScript, C++, XML, Visual Studio, OOP, Microsoft SQL Server, SQL, Object Oriented Design, MySQL, ASP.NET, Embedded Systems, MFC, Perforce, Unix, C, Java Enterprise Edition, Agile Methodologies, Software Design, Software Engineering, CVS, Oracle, PHP, Programming, T-SQL, Operating Systems, IIS, Scrum, SOAP, ASP, Eclipse, CSS, SOA, Testing, Xcode, Databases, HTML, Tomcat, JSP, Web Services, ASP.NET MVC, C# 4.0, VB.NET, System Architecture, REST, WCF
Education
Rensselaer Polytechnic Institute 1985 — 1987
M. (Michael) Weinberg M. (Michael) Weinberg's Raymond James Financial Inc. Experience 1992 - 1994
Job Director, Marketing Communications, Voya Financial (formerly ING U.S.)
Industry Financial Services
Experience
Voya Financial April 2002 - June 2015
AIG Life Companies 1994 - 2001
Raymond James Financial Inc. 1992 - 1994
Reliance (United Pacific) Life Insurance Company 1989 - 1992
Provident Mutual Life Insurance Company 1985 - 1989
Data General Corp 1983 - 1985
Skills
Internal Communications, Marketing Communications, Marketing, Strategy, Management, Financial Services, Insurance, Corporate Communications, Creative Writing, Writing, Copywriting, Integrated Marketing, Marketing Strategy, Advertising, Digital Marketing
Education
Temple University
Bachelor of Arts (B.A.), Journalism
Rowan University
Master of Arts (M.A.), Communications/Public Relations
Voya Financial April 2002 - June 2015
AIG Life Companies 1994 - 2001
Raymond James Financial Inc. 1992 - 1994
Reliance (United Pacific) Life Insurance Company 1989 - 1992
Provident Mutual Life Insurance Company 1985 - 1989
Data General Corp 1983 - 1985
Skills
Internal Communications, Marketing Communications, Marketing, Strategy, Management, Financial Services, Insurance, Corporate Communications, Creative Writing, Writing, Copywriting, Integrated Marketing, Marketing Strategy, Advertising, Digital Marketing
Education
Temple University
Bachelor of Arts (B.A.), Journalism
Rowan University
Master of Arts (M.A.), Communications/Public Relations
Tina Dehaney Tina Dehaney's Raymond James Financial Inc. Experience March 2014 - Present
Job Customer Account Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. March 2014 - Present
JPMorgan Chase August 2009 - September 2013
Bank of America 2009 - 2009
JPMorgan Chase 2003 - December 2008
JPMorgan Chase 2000 - 2003
JPMorgan Chase April 1997 - 2000
Skills
Customer Service, Customer Satisfaction, Account Management, Contract Negotiation, Quality Assurance, Employee Training, Sales Operations, Long-term Customer..., Project Management, Result Oriented, Analysis, Financial Analysis, Sales, Loans, Strategy
Education
Queens College 1989 — 1991
Bachelor of Arts (B.A.), Communication and Media Studies
Queens College
Bachelor of Arts (BA), Communications and Media Studies
Raymond James Financial Inc. March 2014 - Present
JPMorgan Chase August 2009 - September 2013
Bank of America 2009 - 2009
JPMorgan Chase 2003 - December 2008
JPMorgan Chase 2000 - 2003
JPMorgan Chase April 1997 - 2000
Skills
Customer Service, Customer Satisfaction, Account Management, Contract Negotiation, Quality Assurance, Employee Training, Sales Operations, Long-term Customer..., Project Management, Result Oriented, Analysis, Financial Analysis, Sales, Loans, Strategy
Education
Queens College 1989 — 1991
Bachelor of Arts (B.A.), Communication and Media Studies
Queens College
Bachelor of Arts (BA), Communications and Media Studies
Robert Bruning's Raymond James Financial Inc. Experience June 2012 - May 2014
Job Investment Banking Associate at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. May 2014 - Present
Raymond James Financial Inc. June 2012 - May 2014
Raymond James Financial Inc. June 2011 - June 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Investment Banking, Financial Markets, Options, Series 7, Bloomberg, Asset Allocation, Equities, Portfolio Management, Fixed Income, Series 63, Capital Markets
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Arkansas 2007 — 2011
B.S.B.A., Finance (Investments, Management)
Shanghai University of Finance and Economics 2009 — 2009
International Finance
Oppenheimer & Co. Inc. May 2014 - Present
Raymond James Financial Inc. June 2012 - May 2014
Raymond James Financial Inc. June 2011 - June 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Investment Banking, Financial Markets, Options, Series 7, Bloomberg, Asset Allocation, Equities, Portfolio Management, Fixed Income, Series 63, Capital Markets
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Arkansas 2007 — 2011
B.S.B.A., Finance (Investments, Management)
Shanghai University of Finance and Economics 2009 — 2009
International Finance
Elise Ablin Elise Ablin's Raymond James Financial Inc. Experience January 2013 - May 2013
Job Commercial Analyst Trainee, BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank Student Government Association PresidentRollins CollegeMay 2014 - Present
The First Movers, Inc. October 2013 - December 2014
BMO Harris Bank May 2014 - August 2014
The First Movers, Inc. January 2013 - October 2013
Park District of Highland Park May 2013 - August 2013
Raymond James Financial Inc. January 2013 - May 2013
Rollins College May 2012 - May 2013
Park District of Highland Park June 2009 - August 2012
Amnesty International September 2010 - June 2011
U.S. House of Representatives September 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, Data Analysis, Spanish, Outlook, Leadership, Social Networking
Education
Rollins College 2011 — 2015
Bachelor’s Degree, Economics and Spanish
Universidad de Oviedo 2013 — 2013
Spanish Language and Literature
The Madeira School 2007 — 2011
High School
BMO Harris Bank Student Government Association PresidentRollins CollegeMay 2014 - Present
The First Movers, Inc. October 2013 - December 2014
BMO Harris Bank May 2014 - August 2014
The First Movers, Inc. January 2013 - October 2013
Park District of Highland Park May 2013 - August 2013
Raymond James Financial Inc. January 2013 - May 2013
Rollins College May 2012 - May 2013
Park District of Highland Park June 2009 - August 2012
Amnesty International September 2010 - June 2011
U.S. House of Representatives September 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, Data Analysis, Spanish, Outlook, Leadership, Social Networking
Education
Rollins College 2011 — 2015
Bachelor’s Degree, Economics and Spanish
Universidad de Oviedo 2013 — 2013
Spanish Language and Literature
The Madeira School 2007 — 2011
High School
Blake Allen, MBA's Raymond James Financial Inc. Experience September 2014 - Present
Job Accountant I at Raymond James Financial Inc.
Industry Accounting
Experience
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. June 2014 - August 2014
Hill, Barth & King LLC January 2014 - April 2014
Youngstown State University August 2010 - May 2013
Redlands Community College August 2009 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Time Management, Leadership, Team Leadership, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Journal Entries, Spreadsheets, Bank Reconciliation
Education
Youngstown State University 2013 — 2015
Master of Business Administration, MBA
Youngstown State University 2010 — 2013
BSBA, Accounting
Redlands Community College 2009 — 2010
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. June 2014 - August 2014
Hill, Barth & King LLC January 2014 - April 2014
Youngstown State University August 2010 - May 2013
Redlands Community College August 2009 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Time Management, Leadership, Team Leadership, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Journal Entries, Spreadsheets, Bank Reconciliation
Education
Youngstown State University 2013 — 2015
Master of Business Administration, MBA
Youngstown State University 2010 — 2013
BSBA, Accounting
Redlands Community College 2009 — 2010
Gary Long Jr. Gary Long Jr.'s Raymond James Financial Inc. Experience September 2009 - April 2012
Job Business Technical Analyst at Highmark Blue Cross Blue Shield
Industry Information Technology and Services
Experience
Highmark Inc. April 2012 - February 2015
Raymond James Financial Inc. September 2009 - April 2012
Raymond James Financial Inc. February 2007 - September 2009
Skills
Requirements Analysis, User Acceptance Testing, Process Improvement, Business Analysis, SQL, Business Process, Information Technology, Project Management, Software Documentation, Program Management, Security, Leadership, Disaster Recovery, Testing
Education
Saint Leo University 2009 — 2011
Master, Business Administration; Management
University of South Florida - College of Business Administration 2002 — 2007
Business Administration, Management Information Systems
Highmark Inc. April 2012 - February 2015
Raymond James Financial Inc. September 2009 - April 2012
Raymond James Financial Inc. February 2007 - September 2009
Skills
Requirements Analysis, User Acceptance Testing, Process Improvement, Business Analysis, SQL, Business Process, Information Technology, Project Management, Software Documentation, Program Management, Security, Leadership, Disaster Recovery, Testing
Education
Saint Leo University 2009 — 2011
Master, Business Administration; Management
University of South Florida - College of Business Administration 2002 — 2007
Business Administration, Management Information Systems
Dan Krauskopf CFP®, MSF Dan Krauskopf CFP®, MSF's Raymond James Financial Inc. Experience October 2014 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
SC4 July 2013 - Present
Edward Jones June 2008 - September 2014
Skills
Portfolio Management, Investments, Investment Strategies, Life Insurance, Personal Financial..., Risk Management, Long-term Customer..., Wealth Management, Finance, Retirement, Mutual Funds, Investment Advisory, Retirement Planning, Uniform Combined State..., Financial Planning, Asset Allocation
Education
Walsh College of Accountancy and Business Administration 2010 — 2013
Masters of Science, Financial Planning and Services
Saginaw Valley State University 2004 — 2008
BBA, Finance
Raymond James Financial Inc. October 2014 - Present
SC4 July 2013 - Present
Edward Jones June 2008 - September 2014
Skills
Portfolio Management, Investments, Investment Strategies, Life Insurance, Personal Financial..., Risk Management, Long-term Customer..., Wealth Management, Finance, Retirement, Mutual Funds, Investment Advisory, Retirement Planning, Uniform Combined State..., Financial Planning, Asset Allocation
Education
Walsh College of Accountancy and Business Administration 2010 — 2013
Masters of Science, Financial Planning and Services
Saginaw Valley State University 2004 — 2008
BBA, Finance
Hugh Hallen's Raymond James Financial Inc. Experience August 1992 - August 2000
Job VP Recruiting at EPC STAFF Acquisition & Development LLC
Industry Staffing and Recruiting
Experience
EPC STAFF Acquisition & Development LLC June 2015 - Present
Vista Ford Lincoln September 2013 - June 2015
MRSI Management Resource Solutions, Inc. August 2012 - March 2013
Independent Property Specialist June 2006 - August 2012
ReMax Mutual Realty January 2005 - June 2006
Fulcrum Global Partners June 2001 - December 2004
B. Riley and Company September 2000 - June 2001
Raymond James Financial Inc. August 1992 - August 2000
Skills
Recruiting, Executive Search, Direct Placement, Retained Search, Real Estate, Business Development, EPC, EPCM, Design-Build, Engineering, Architecture, Construction Management, Utilities, Transportation, Oil & Gas, Wastewater Treatment, Power Generation, Project Control, Business Strategy, Asset Management, Sales, Environmental..., Management, Mergers & Acquisitions, Business Planning, Real Estate Development, Healthcare, Insurance, Project Management, Strategic Financial..., Property Management, Contract Negotiation, Budgets, Home Inspections, Selling, Aquisition, Property Damage, Account Management, Mergers, Finance, Marketing Strategy, Sellers, Strategy, Financial Modeling, Team Building, Strategic Planning, Leadership, Customer Service, Employee Relations, Public Speaking
Education
Queensborough Community College
EPC STAFF Acquisition & Development LLC June 2015 - Present
Vista Ford Lincoln September 2013 - June 2015
MRSI Management Resource Solutions, Inc. August 2012 - March 2013
Independent Property Specialist June 2006 - August 2012
ReMax Mutual Realty January 2005 - June 2006
Fulcrum Global Partners June 2001 - December 2004
B. Riley and Company September 2000 - June 2001
Raymond James Financial Inc. August 1992 - August 2000
Skills
Recruiting, Executive Search, Direct Placement, Retained Search, Real Estate, Business Development, EPC, EPCM, Design-Build, Engineering, Architecture, Construction Management, Utilities, Transportation, Oil & Gas, Wastewater Treatment, Power Generation, Project Control, Business Strategy, Asset Management, Sales, Environmental..., Management, Mergers & Acquisitions, Business Planning, Real Estate Development, Healthcare, Insurance, Project Management, Strategic Financial..., Property Management, Contract Negotiation, Budgets, Home Inspections, Selling, Aquisition, Property Damage, Account Management, Mergers, Finance, Marketing Strategy, Sellers, Strategy, Financial Modeling, Team Building, Strategic Planning, Leadership, Customer Service, Employee Relations, Public Speaking
Education
Queensborough Community College
Drew Davenport Drew Davenport's Raymond James Financial Inc. Experience April 2011 - June 2013
Job Vice President Financial Consultant at Regions Investment Solutions
Industry Financial Services
Experience
Regions Investment Solutions July 2013 - Present
Raymond James Financial Inc. April 2011 - June 2013
Merrill Lynch May 2010 - August 2010
MSK Group, PC 2008 - 2008
Skills
Life Insurance, Retirement Planning, Series 7, Retirement, Strategic Financial..., Wealth Management..., Long Term Care Insurance, Stocks, Bonds, Financial Management..., Financial Advisory, Alternative Investments, Social Security, Mutual Funds, Debt Management, Financial Planning, Insurance, Wealth Management, Estate Planning
Education
Samford University 2006 — 2010
Bachelor's of Science, Entrepreneurship, Finance, Management
Memphis University School 2004 — 2006
Regions Investment Solutions July 2013 - Present
Raymond James Financial Inc. April 2011 - June 2013
Merrill Lynch May 2010 - August 2010
MSK Group, PC 2008 - 2008
Skills
Life Insurance, Retirement Planning, Series 7, Retirement, Strategic Financial..., Wealth Management..., Long Term Care Insurance, Stocks, Bonds, Financial Management..., Financial Advisory, Alternative Investments, Social Security, Mutual Funds, Debt Management, Financial Planning, Insurance, Wealth Management, Estate Planning
Education
Samford University 2006 — 2010
Bachelor's of Science, Entrepreneurship, Finance, Management
Memphis University School 2004 — 2006
Gabriel Mbulo Gabriel Mbulo's Raymond James Financial Inc. Experience September 2012 - Present
Job Institutional Consultant at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2012 - Present
Raymond James Financial Inc. November 2010 - August 2012
Raymond James Financial Inc. August 2006 - November 2010
Raymond James Financial Inc. August 2003 - August 2006
Skills
Series 7, Series 63, Variable Annuities, Life & Health Insurance..., Proficient in..., Web Design, Video/Audio Production, Directing and Editing, Windows 7
Education
University of Tampa 1996 — 2003
Master of Business Administration (M.B.A.)
Schiller International University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Marketing Management/International Business
Raymond James Financial, Inc. September 2012 - Present
Raymond James Financial Inc. November 2010 - August 2012
Raymond James Financial Inc. August 2006 - November 2010
Raymond James Financial Inc. August 2003 - August 2006
Skills
Series 7, Series 63, Variable Annuities, Life & Health Insurance..., Proficient in..., Web Design, Video/Audio Production, Directing and Editing, Windows 7
Education
University of Tampa 1996 — 2003
Master of Business Administration (M.B.A.)
Schiller International University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Marketing Management/International Business
Meghan McSheffrey Meghan McSheffrey's Raymond James Financial Inc. Experience February 2007 - December 2011
Job Manager Financial Reporting & Analysis
Industry Health, Wellness and Fitness
Experience
JSA Healthcare Corporation October 2013 - Present
EmCare February 2013 - October 2013
First Advantage December 2011 - February 2013
Raymond James Financial Inc. February 2007 - December 2011
House of Blues Cleveland October 2004 - December 2006
House of Blues September 2001 - October 2004
G.D. Package Machinery, Inc August 2000 - August 2001
Skills
Event Management, Financial Reporting, Inventory Management, Leadership, QuickBooks, Payroll, Finance, Accounts Payable, Forecasting, General Ledger, Event Planning, Budgets, Accounting, Customer Service, Financial Analysis, Team Building, PeopleSoft, Strategic Financial..., Strategic Planning, Income Statement, Sarbanes-Oxley Act, Auditing, Account Reconciliation, Accounts Receivable, Cash Management, Managerial Finance, Financial Planning
Education
Randolph-Macon College 1996 — 2000
B.A, Accounting
JSA Healthcare Corporation October 2013 - Present
EmCare February 2013 - October 2013
First Advantage December 2011 - February 2013
Raymond James Financial Inc. February 2007 - December 2011
House of Blues Cleveland October 2004 - December 2006
House of Blues September 2001 - October 2004
G.D. Package Machinery, Inc August 2000 - August 2001
Skills
Event Management, Financial Reporting, Inventory Management, Leadership, QuickBooks, Payroll, Finance, Accounts Payable, Forecasting, General Ledger, Event Planning, Budgets, Accounting, Customer Service, Financial Analysis, Team Building, PeopleSoft, Strategic Financial..., Strategic Planning, Income Statement, Sarbanes-Oxley Act, Auditing, Account Reconciliation, Accounts Receivable, Cash Management, Managerial Finance, Financial Planning
Education
Randolph-Macon College 1996 — 2000
B.A, Accounting
Nicole Davis, MBA Nicole Davis, MBA's Raymond James Financial Inc. Experience June 2013 - Present
Job Project Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
GNP Marine August 2011 - Present
Raymond James August 2008 - June 2013
Direct Mortgage November 2007 - February 2008
GMAC Mortgage/ Homecomings Financial August 2005 - November 2007
United Guaranty Corporation May 2005 - August 2005
United Guaranty Corporation May 2003 - May 2005
Skills
Marketing, Account Management, Project Planning, Microsoft Excel, Program Management, Public Relations, Process Improvement, Sales Management, Project Management, Management, Sales, Customer Service, Strategic Planning, CRM, Financial Analysis, Financial Services, Loans, Mortgage Lending, PowerPoint, Team Building, Risk Management, Microsoft Office, Team Leadership, Business Analysis, Leadership, Training, Budgets, Outlook, Software Documentation, Analysis, Operations Management, Cross-functional Team..., Microsoft Word, Access, Social Networking, Visio, Series 7, Insurance, SharePoint, Salesforce.com, Data Analysis
Education
St. Petersburg College 2014 — 2014
SharePoint
University of Phoenix 2010 — 2011
MBA
Universidad de Guadalajara 2003 — 2004
Politics
Roanoke College 1997 — 2002
International Relations, Latin America
Raymond James Financial Inc. June 2013 - Present
GNP Marine August 2011 - Present
Raymond James August 2008 - June 2013
Direct Mortgage November 2007 - February 2008
GMAC Mortgage/ Homecomings Financial August 2005 - November 2007
United Guaranty Corporation May 2005 - August 2005
United Guaranty Corporation May 2003 - May 2005
Skills
Marketing, Account Management, Project Planning, Microsoft Excel, Program Management, Public Relations, Process Improvement, Sales Management, Project Management, Management, Sales, Customer Service, Strategic Planning, CRM, Financial Analysis, Financial Services, Loans, Mortgage Lending, PowerPoint, Team Building, Risk Management, Microsoft Office, Team Leadership, Business Analysis, Leadership, Training, Budgets, Outlook, Software Documentation, Analysis, Operations Management, Cross-functional Team..., Microsoft Word, Access, Social Networking, Visio, Series 7, Insurance, SharePoint, Salesforce.com, Data Analysis
Education
St. Petersburg College 2014 — 2014
SharePoint
University of Phoenix 2010 — 2011
MBA
Universidad de Guadalajara 2003 — 2004
Politics
Roanoke College 1997 — 2002
International Relations, Latin America
Janice Medrano-Vassiliou Janice Medrano-Vassiliou's Raymond James Financial Inc. Experience November 2013 - November 2014
Job Finance & Procurement Professional
Industry Financial Services
Experience
Jabil Circuit February 2015 - June 2015
H&R Block October 2008 - April 2015
Raymond James Financial Inc. November 2013 - November 2014
Citi April 2010 - September 2013
Kforce Inc. February 2008 - September 2009
GE Aviation June 2007 - December 2007
CompServ, LLC November 2005 - February 2007
Entegra Engery (Teco) June 2005 - October 2005
Meadow Burke June 2003 - November 2004
Anchor Glass Container June 1993 - February 2003
Skills
Payroll, Auditing, Finance, Customer Service, Contract Negotiation, Negotiation, Accounting, Management, Budgets, Forecasting, Financial Analysis, Analysis, Internal Controls, Contract Management, Outlook, Sourcing, Audit, Vendor Management
Education
St. Petersburg College 2013 — 2015
Accounting Applications Certification, Finance and Financial Management Services, currently enrolled
University of Miami 2000 — 2001
MBA, Business Management
Saint Leo University 1995 — 1996
Bachelors, Accounting
HCC 1991 — 1993
Associates, Business
Jabil Circuit February 2015 - June 2015
H&R Block October 2008 - April 2015
Raymond James Financial Inc. November 2013 - November 2014
Citi April 2010 - September 2013
Kforce Inc. February 2008 - September 2009
GE Aviation June 2007 - December 2007
CompServ, LLC November 2005 - February 2007
Entegra Engery (Teco) June 2005 - October 2005
Meadow Burke June 2003 - November 2004
Anchor Glass Container June 1993 - February 2003
Skills
Payroll, Auditing, Finance, Customer Service, Contract Negotiation, Negotiation, Accounting, Management, Budgets, Forecasting, Financial Analysis, Analysis, Internal Controls, Contract Management, Outlook, Sourcing, Audit, Vendor Management
Education
St. Petersburg College 2013 — 2015
Accounting Applications Certification, Finance and Financial Management Services, currently enrolled
University of Miami 2000 — 2001
MBA, Business Management
Saint Leo University 1995 — 1996
Bachelors, Accounting
HCC 1991 — 1993
Associates, Business
Jules Mancilla Jules Mancilla's Raymond James Financial Inc. Experience November 2013 - June 2014
Job Associate | Expediter
Industry Real Estate
Experience
Gary Bell & Associates March 2015 - Present
Intuit October 2014 - March 2015
The Climate Corporation July 2014 - August 2014
Raymond James Financial Inc. November 2013 - June 2014
Greylock Partners October 2013 - November 2013
Spark Pictures, LLC April 2013 - September 2013
Heidrick & Struggles February 2010 - October 2011
Coupa Software August 2008 - March 2009
ZOLITA PRESENTS, LLC October 2006 - June 2008
SHARP EVENTS, LLC February 2006 - February 2007
Skills
Recruiting, Management, Event Planning, Confidentiality, Project Management, Negotiation, Event Management, Google Docs, Office Management, Sourcing, Social Media, Editing, Business Development, Budgets, Concur, Start-ups, Leadership, Time Management, Interviews
Education
Sonoma State University 1992 — 1995
BA, English, Magna Cum Laude
Gary Bell & Associates March 2015 - Present
Intuit October 2014 - March 2015
The Climate Corporation July 2014 - August 2014
Raymond James Financial Inc. November 2013 - June 2014
Greylock Partners October 2013 - November 2013
Spark Pictures, LLC April 2013 - September 2013
Heidrick & Struggles February 2010 - October 2011
Coupa Software August 2008 - March 2009
ZOLITA PRESENTS, LLC October 2006 - June 2008
SHARP EVENTS, LLC February 2006 - February 2007
Skills
Recruiting, Management, Event Planning, Confidentiality, Project Management, Negotiation, Event Management, Google Docs, Office Management, Sourcing, Social Media, Editing, Business Development, Budgets, Concur, Start-ups, Leadership, Time Management, Interviews
Education
Sonoma State University 1992 — 1995
BA, English, Magna Cum Laude
Kevin Keough Kevin Keough's Raymond James Financial Inc. Experience April 2006 - March 2011
Job Regional Vice President at INERTECH SYSTEMS
Industry Semiconductors
Experience
Inertech Systems June 2013 - Present
Semi Solutions LLC August 2010 - April 2013
Raymond James Financial Inc. April 2006 - March 2011
Morgan Stanley April 2000 - April 2006
Janney Montgomery Scott January 1997 - April 2000
Paine Webber September 1994 - January 1997
Prudential Financial May 1992 - September 1994
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Sales, Business Development, New Business Development, Sales Management, Recruiting, Operations Management, Customer Satisfaction, Inventory Management, Business Strategy, B2B, Financial Modeling, Negotiation, Management, Team Building, Cold Calling, Marketing, Account Management, Forecasting, Contract Negotiation, Salesforce.com, Sales Operations, Cross-functional Team..., CRM, Direct Sales, Microsoft Excel, Microsoft Word
Education
Plymouth State University
Bachelor's degree, Interdisciplinary Studies
Plymouth State University
Inertech Systems June 2013 - Present
Semi Solutions LLC August 2010 - April 2013
Raymond James Financial Inc. April 2006 - March 2011
Morgan Stanley April 2000 - April 2006
Janney Montgomery Scott January 1997 - April 2000
Paine Webber September 1994 - January 1997
Prudential Financial May 1992 - September 1994
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Sales, Business Development, New Business Development, Sales Management, Recruiting, Operations Management, Customer Satisfaction, Inventory Management, Business Strategy, B2B, Financial Modeling, Negotiation, Management, Team Building, Cold Calling, Marketing, Account Management, Forecasting, Contract Negotiation, Salesforce.com, Sales Operations, Cross-functional Team..., CRM, Direct Sales, Microsoft Excel, Microsoft Word
Education
Plymouth State University
Bachelor's degree, Interdisciplinary Studies
Plymouth State University
Alex Elkin Alex Elkin's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Management
Experience
SunTrust Robinson Humphrey December 2014 - Present
University of Alabama Capital Management October 2012 - November 2014
Raymond James Financial Inc. May 2014 - August 2014
Executive Business Council April 2013 - May 2014
UBS June 2013 - August 2013
Forza Financial August 2012 - August 2013
BNY Mellon May 2012 - August 2012
Skills
Market Research, Financial Modeling, Equity Research, Equity Derivatives, Microsoft Excel, Bloomberg Terminal, Data Analysis, Pitching Ideas, Critical Thinking, Public Speaking, Time Management, Grace Under Pressure, Learning Quickly, Valuation, Portfolio Management, Investments
Education
University of Alabama 2010 — 2014
University of Alabama 2010 — 2014
Bachelor of Science, Finance
Richmond, The American International University in London 2012 — 2012
Study Abroad
SunTrust Robinson Humphrey December 2014 - Present
University of Alabama Capital Management October 2012 - November 2014
Raymond James Financial Inc. May 2014 - August 2014
Executive Business Council April 2013 - May 2014
UBS June 2013 - August 2013
Forza Financial August 2012 - August 2013
BNY Mellon May 2012 - August 2012
Skills
Market Research, Financial Modeling, Equity Research, Equity Derivatives, Microsoft Excel, Bloomberg Terminal, Data Analysis, Pitching Ideas, Critical Thinking, Public Speaking, Time Management, Grace Under Pressure, Learning Quickly, Valuation, Portfolio Management, Investments
Education
University of Alabama 2010 — 2014
University of Alabama 2010 — 2014
Bachelor of Science, Finance
Richmond, The American International University in London 2012 — 2012
Study Abroad
Hunter Hill Hunter Hill's Raymond James Financial Inc. Experience January 2012 - January 2013
Job Associate Strategies at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey January 2013 - Present
Raymond James Financial Inc. January 2012 - January 2013
Morgan Keegan May 2011 - July 2011
Education
Manderson Graduate School of Business 2009 — 2011
Master of Science, Finance; Financial Risk Management
The University of Alabama School of Law 2008 — 2011
Juris Doctor
Samford University 2004 — 2008
Bachelor of Arts, Religion
SunTrust Robinson Humphrey January 2013 - Present
Raymond James Financial Inc. January 2012 - January 2013
Morgan Keegan May 2011 - July 2011
Education
Manderson Graduate School of Business 2009 — 2011
Master of Science, Finance; Financial Risk Management
The University of Alabama School of Law 2008 — 2011
Juris Doctor
Samford University 2004 — 2008
Bachelor of Arts, Religion
Gina M. Combs Gina M. Combs's Raymond James Financial Inc. Experience 2001 - 2004
Job Project Management / Client Relations
Industry Information Technology and Services
Experience
Vermont State Colleges August 2014 - Present
Vermont State Colleges August 2014 - Present
New York State Education Department November 2012 - Present
Green Mountain Coffee Roasters March 2013 - August 2013
SUNY Plattsburgh January 2008 - June 2012
The State University of New York, Clinton Community College January 2009 - June 2010
Goldman Sachs July 2005 - January 2008
VegaPlus Capital Partners - Commodity Hedge Fund Group June 2004 - June 2005
Raymond James Financial Inc. 2001 - 2004
Bear Stearns 1999 - 2001
Skills
Risk Management, Finance, Trading, Valuation, Research, Investments, Management, Financial Modeling, Options, Business Strategy, Cross-functional Team..., Financial Analysis, Financial Risk, Project Planning, Investment Banking, CRM, Business Planning, Process Improvement, Business Development, Project Management, Financial Services, Alternative Investments, FX Options, Quantitative Finance, Start-ups, Logistics, E-Learning, Bloomberg, Business Analysis, Adult Education, Instructional Design, Public Speaking, Compliance, Blackboard, Moodle, Curriculum Development, Instructional Technology, Educational Leadership, Supply Chain, Asset Allocation, Dodd-Frank, Derivatives, NDF, Interest Rate Swaps, Front Office, Middle Office, Trading Systems, Credit Derivatives, Analysis, Strategy
Education
University of Vermont 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration
Queens University of Charlotte 1997 — 1999
Bachelor of Arts (B.A.), Business Administration
Vermont State Colleges August 2014 - Present
Vermont State Colleges August 2014 - Present
New York State Education Department November 2012 - Present
Green Mountain Coffee Roasters March 2013 - August 2013
SUNY Plattsburgh January 2008 - June 2012
The State University of New York, Clinton Community College January 2009 - June 2010
Goldman Sachs July 2005 - January 2008
VegaPlus Capital Partners - Commodity Hedge Fund Group June 2004 - June 2005
Raymond James Financial Inc. 2001 - 2004
Bear Stearns 1999 - 2001
Skills
Risk Management, Finance, Trading, Valuation, Research, Investments, Management, Financial Modeling, Options, Business Strategy, Cross-functional Team..., Financial Analysis, Financial Risk, Project Planning, Investment Banking, CRM, Business Planning, Process Improvement, Business Development, Project Management, Financial Services, Alternative Investments, FX Options, Quantitative Finance, Start-ups, Logistics, E-Learning, Bloomberg, Business Analysis, Adult Education, Instructional Design, Public Speaking, Compliance, Blackboard, Moodle, Curriculum Development, Instructional Technology, Educational Leadership, Supply Chain, Asset Allocation, Dodd-Frank, Derivatives, NDF, Interest Rate Swaps, Front Office, Middle Office, Trading Systems, Credit Derivatives, Analysis, Strategy
Education
University of Vermont 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration
Queens University of Charlotte 1997 — 1999
Bachelor of Arts (B.A.), Business Administration
Anne-Marie Caltagirone Anne-Marie Caltagirone's Raymond James Financial Inc. Experience August 2006 - March 2007
Job Senior Event Planner at Tech Data
Industry Information Technology and Services
Experience
Tech Data September 2013 - Present
Tech Data March 2007 - September 2013
Raymond James Financial Inc. August 2006 - March 2007
Ruth Eckerd Hall August 2004 - August 2006
Skills
Corporate Events, Performing Arts, Travel Management, Volunteer Management, Volunteer Recruiting, Volunteer Training, Budget Reconciliation, Activity Coordination, International Travel, Communication Skills, Management, Team Leadership, Rooming Lists, Incentive Travel, Customer Service, Account Management, B2B, B2B Marketing, Budgets, Demand Generation, Event Management, Event Planning, Marketing, Marketing Communications, Meeting Planning, Multi-channel Marketing, Product Marketing, Salesforce.com, Solution Selling, Trade Shows, Sales
Education
Queens University of Charlotte 1993 — 1997
Bachelor's degree, Corporate Communications
Tech Data September 2013 - Present
Tech Data March 2007 - September 2013
Raymond James Financial Inc. August 2006 - March 2007
Ruth Eckerd Hall August 2004 - August 2006
Skills
Corporate Events, Performing Arts, Travel Management, Volunteer Management, Volunteer Recruiting, Volunteer Training, Budget Reconciliation, Activity Coordination, International Travel, Communication Skills, Management, Team Leadership, Rooming Lists, Incentive Travel, Customer Service, Account Management, B2B, B2B Marketing, Budgets, Demand Generation, Event Management, Event Planning, Marketing, Marketing Communications, Meeting Planning, Multi-channel Marketing, Product Marketing, Salesforce.com, Solution Selling, Trade Shows, Sales
Education
Queens University of Charlotte 1993 — 1997
Bachelor's degree, Corporate Communications
Rachel Plevinsky's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Portfolio Administrator at Opus Investment Management
Industry
Experience
Opus Investment Management September 2014 - Present
Ferring Pharmaceuticals June 2014 - July 2014
Skidmore College September 2012 - May 2014
Skidmore College September 2012 - May 2013
Skidmore College September 2012 - May 2013
Raymond James Financial Inc. June 2012 - August 2012
NUA Advisors May 2012 - August 2012
Skills
Spanish, Microsoft Excel, Teaching, Finance, Business Planning, Strategy
Education
Skidmore College 2010 — 2014
Management and Business; Economics
Lexington High School 2006 — 2010
High School
Level III CFA Candidate
Opus Investment Management September 2014 - Present
Ferring Pharmaceuticals June 2014 - July 2014
Skidmore College September 2012 - May 2014
Skidmore College September 2012 - May 2013
Skidmore College September 2012 - May 2013
Raymond James Financial Inc. June 2012 - August 2012
NUA Advisors May 2012 - August 2012
Skills
Spanish, Microsoft Excel, Teaching, Finance, Business Planning, Strategy
Education
Skidmore College 2010 — 2014
Management and Business; Economics
Lexington High School 2006 — 2010
High School
Level III CFA Candidate
Bianca Boschmans's Raymond James Financial Inc. Experience June 2014 - December 2014
Job Master of Accounting Candidate at UNC Chapel Hill
Industry Marketing and Advertising
Experience
Raymond James Financial Inc. June 2014 - December 2014
Onboard Media May 2013 - May 2013
Tuni Apparel Group August 2012 - March 2013
Mitchell's Fish Market December 2012 - February 2013
Educational Outfitters Franchising Company June 2010 - August 2012
Skills
Time Management, Teamwork, Retail, Customer Service, Social Networking, Marketing, Social Media Marketing, Facebook, Sales
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master’s Degree, Accounting
Rollins College 2013 — 2015
Bachelor’s Degree, Economics
University of Central Florida 2011 — 2014
Rhettas School of Art 2010 — 2013
Lake Highland Preparatory School 2007 — 2011
Highschool Diploma
Raymond James Financial Inc. June 2014 - December 2014
Onboard Media May 2013 - May 2013
Tuni Apparel Group August 2012 - March 2013
Mitchell's Fish Market December 2012 - February 2013
Educational Outfitters Franchising Company June 2010 - August 2012
Skills
Time Management, Teamwork, Retail, Customer Service, Social Networking, Marketing, Social Media Marketing, Facebook, Sales
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master’s Degree, Accounting
Rollins College 2013 — 2015
Bachelor’s Degree, Economics
University of Central Florida 2011 — 2014
Rhettas School of Art 2010 — 2013
Lake Highland Preparatory School 2007 — 2011
Highschool Diploma
Christy Ready's Raymond James Financial Inc. Experience 2014 - Present
Job sales
Industry Design
Experience
Raymond James Financial Inc. 2014 - Present
State Farm February 2014 - August 2014
Christy's Cleaning Service 2011 - 2013
Zep Inc. October 2010 - April 2011
Prestige Wines September 2007 - 2008
Christy's Closet January 2003 - September 2007
IBM March 1999 - August 2000
Belk September 1997 - July 1998
Skills
Merchandising, Trade Shows, Leadership, Online Marketing, Key Account..., Executive Negotiations..., Building Alliances &..., Sales Team Building &..., Market Planning &..., * 6 years of experience..., Sound knowledge of the..., Excellent understanding..., A clear understanding..., Performed market..., Advanced PC skills (MS..., Ability to gather data,..., Responsible for...
Education
University of North Carolina at Charlotte 1998 — 2001
B.A., Psychology, Business, Dance
Saint Leo University 1993 — 1997
A.A., Business Administration
Raymond James Financial Inc. 2014 - Present
State Farm February 2014 - August 2014
Christy's Cleaning Service 2011 - 2013
Zep Inc. October 2010 - April 2011
Prestige Wines September 2007 - 2008
Christy's Closet January 2003 - September 2007
IBM March 1999 - August 2000
Belk September 1997 - July 1998
Skills
Merchandising, Trade Shows, Leadership, Online Marketing, Key Account..., Executive Negotiations..., Building Alliances &..., Sales Team Building &..., Market Planning &..., * 6 years of experience..., Sound knowledge of the..., Excellent understanding..., A clear understanding..., Performed market..., Advanced PC skills (MS..., Ability to gather data,..., Responsible for...
Education
University of North Carolina at Charlotte 1998 — 2001
B.A., Psychology, Business, Dance
Saint Leo University 1993 — 1997
A.A., Business Administration
Allyson Fischer's Raymond James Financial Inc. Experience October 2014 - Present
Job Senior Program Management and Quality Assurance for the Financial Services Industry
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
KingFischer Consulting July 2012 - September 2014
UBS Wealth Management August 2007 - May 2012
Wachovia-Prudential Securities 1985 - 2006
Skills
Outsourcing, Program Management, Quality Assurance, SDLC, Business Analysis, Financial Services, Fixed Income, Vendor Management, Portfolio Management, User Acceptance Testing, Banking, Risk Management, Trading Systems, Offshoring, PMO, Process Improvement, Back Office, Quality Center, Software Quality..., Change Management, Business Requirements, Project Delivery, SharePoint, Testing, Governance, Project Management, Management
Education
Skidmore College 1981 — 1985
BA, Economics
Suffern High School 1978 — 1981
Raymond James Financial Inc. October 2014 - Present
KingFischer Consulting July 2012 - September 2014
UBS Wealth Management August 2007 - May 2012
Wachovia-Prudential Securities 1985 - 2006
Skills
Outsourcing, Program Management, Quality Assurance, SDLC, Business Analysis, Financial Services, Fixed Income, Vendor Management, Portfolio Management, User Acceptance Testing, Banking, Risk Management, Trading Systems, Offshoring, PMO, Process Improvement, Back Office, Quality Center, Software Quality..., Change Management, Business Requirements, Project Delivery, SharePoint, Testing, Governance, Project Management, Management
Education
Skidmore College 1981 — 1985
BA, Economics
Suffern High School 1978 — 1981
Jen Bravo's Raymond James Financial Inc. Experience 2002 - 2006
Job Owner, Creative Director at Bravo Creative Group
Industry Marketing and Advertising
Experience
Bravo Creative Group October 2014 - Present
Jen Bravo Photography May 2005 - Present
WRA October 2014 - June 2015
Raymond James Financial Inc. 2002 - 2006
AAA Auto Club South 2000 - 2002
Skills
Photography, Adobe Creative Suite, Graphic Design, Digital Photography, Portraits, Advertising, Social Media, Blogging, SEO, Marketing, Art Direction, Creative Direction, Graphics, InDesign, Adobe Acrobat, Account Management, Web Development, Responsive Web Design
Education
Ringling School of Art and Design 1997 — 2001
Photography, Graphic and Interactive Communications
Bravo Creative Group October 2014 - Present
Jen Bravo Photography May 2005 - Present
WRA October 2014 - June 2015
Raymond James Financial Inc. 2002 - 2006
AAA Auto Club South 2000 - 2002
Skills
Photography, Adobe Creative Suite, Graphic Design, Digital Photography, Portraits, Advertising, Social Media, Blogging, SEO, Marketing, Art Direction, Creative Direction, Graphics, InDesign, Adobe Acrobat, Account Management, Web Development, Responsive Web Design
Education
Ringling School of Art and Design 1997 — 2001
Photography, Graphic and Interactive Communications
Hong Jiang's Raymond James Financial Inc. Experience September 2014 - Present
Job Independent Contributor at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. September 2014 - Present
UBS Wealth Management August 2007 - May 2014
Morgan Stanley February 2006 - August 2007
Goldman Sachs April 2005 - September 2005
Wachovia March 2002 - December 2004
Prudential Securities March 1997 - March 2002
Skills
Trading Systems, IT Strategy, Equities, Business Analysis, Requirements Analysis, Market Data, Electronic Trading, Trading, Leadership, SOA, Agile Methodologies, SDLC, Systems Analysis, Portfolio Management, Enterprise Architecture, Java, DB2, Unix
Education
Syracuse University 1990 — 1992
M.S, Applied Mathematics/Statistics
University of Wyoming 1987 — 1990
B.S., Electrical Engineering
Shanghai Jiao Tong University 1984 — 1987
Electrical Engineering
Raymond James Financial Inc. September 2014 - Present
UBS Wealth Management August 2007 - May 2014
Morgan Stanley February 2006 - August 2007
Goldman Sachs April 2005 - September 2005
Wachovia March 2002 - December 2004
Prudential Securities March 1997 - March 2002
Skills
Trading Systems, IT Strategy, Equities, Business Analysis, Requirements Analysis, Market Data, Electronic Trading, Trading, Leadership, SOA, Agile Methodologies, SDLC, Systems Analysis, Portfolio Management, Enterprise Architecture, Java, DB2, Unix
Education
Syracuse University 1990 — 1992
M.S, Applied Mathematics/Statistics
University of Wyoming 1987 — 1990
B.S., Electrical Engineering
Shanghai Jiao Tong University 1984 — 1987
Electrical Engineering
Eric Slifer's Raymond James Financial Inc. Experience 2013 - Present
Job Business Analyst at Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial Inc. 2013 - Present
Raymond James Financial Inc. 2008 - 2013
Raymond James 2007 - 2008
Catalina Marketing 2002 - 2006
Intermedia Communications 1998 - 2002
Intermedia Communications, Worldcom, MCI 1998 - 2002
Skills
Business Analysis
Education
Purdue University 1988 — 1992
Raymond James Financial Inc. 2013 - Present
Raymond James Financial Inc. 2008 - 2013
Raymond James 2007 - 2008
Catalina Marketing 2002 - 2006
Intermedia Communications 1998 - 2002
Intermedia Communications, Worldcom, MCI 1998 - 2002
Skills
Business Analysis
Education
Purdue University 1988 — 1992
Abhishek Prakash's Raymond James Financial Inc. Experience January 2013 - May 2014
Job at Raymond James
Industry Financial Services
Experience
Raymond James May 2014 - Present
Raymond James Financial Inc. January 2013 - May 2014
Raymond James Financial Inc. January 2010 - January 2013
Raymond James Financial Inc. September 2008 - January 2010
Skills
Investments, Mutual Funds, Securities, Financial Modeling, Financial Analysis, Series 7, Risk Management, Business Analysis
Education
University of Florida 2006 — 2008
MS, ECE
PSG College of Technology 2002 — 2006
BE, ECE
Raymond James May 2014 - Present
Raymond James Financial Inc. January 2013 - May 2014
Raymond James Financial Inc. January 2010 - January 2013
Raymond James Financial Inc. September 2008 - January 2010
Skills
Investments, Mutual Funds, Securities, Financial Modeling, Financial Analysis, Series 7, Risk Management, Business Analysis
Education
University of Florida 2006 — 2008
MS, ECE
PSG College of Technology 2002 — 2006
BE, ECE
Fred Allison's Raymond James Financial Inc. Experience February 2004 - October 2005
Job Senior Inside Sales Represenatative at Nuance Communications
Industry Computer Software
Experience
Nuance Communications October 2013 - Present
Varolii June 2007 - Present
Taco Del Mar Franchise Corporation November 2005 - 2007
Raymond James Financial Inc. February 2004 - October 2005
Northwest Center November 2001 - January 2004
Relocated from San Diego to Seattle August 2001 - October 2001
Sourcinglink (Carrefour S.A) September 1999 - July 2001
Skills
Healthcare, Telemarketing, Cold Calling, Lead Qualification, CRM, Project Management, Marketing Research, Campaign Strategies, Process Writing, Strategic Negotiations, Team Building, Communicaitons, Customer Service..., Entrepreneurial..., Technical Training, Telecommunications..., Telecommunications..., SaaS, Enterprise Software, Lead Generation, Salesforce.com, Strategy, Account Management, B2B, B2B Marketing, Budgets, Business Alliances, Call Centers, Channel, Channel Partners, Cloud Computing, Customer Service, Direct Sales, E-commerce, Finance, Go-to-market Strategy, Leadership, Management, Marketing Automation, Marketing Strategy, New Business Development, Partner Management, Product Marketing, Retail, Sales, Sales Enablement, Sales Management, Sales Presentations, Selling, Software Industry
Education
University of California, San Diego - School of Medicine 1983 — 1988
MICP, Paramedic Program
San Diego City College 1980 — 1980
Associate of Arts and Sciences (AAS), EMT
Nuance Communications October 2013 - Present
Varolii June 2007 - Present
Taco Del Mar Franchise Corporation November 2005 - 2007
Raymond James Financial Inc. February 2004 - October 2005
Northwest Center November 2001 - January 2004
Relocated from San Diego to Seattle August 2001 - October 2001
Sourcinglink (Carrefour S.A) September 1999 - July 2001
Skills
Healthcare, Telemarketing, Cold Calling, Lead Qualification, CRM, Project Management, Marketing Research, Campaign Strategies, Process Writing, Strategic Negotiations, Team Building, Communicaitons, Customer Service..., Entrepreneurial..., Technical Training, Telecommunications..., Telecommunications..., SaaS, Enterprise Software, Lead Generation, Salesforce.com, Strategy, Account Management, B2B, B2B Marketing, Budgets, Business Alliances, Call Centers, Channel, Channel Partners, Cloud Computing, Customer Service, Direct Sales, E-commerce, Finance, Go-to-market Strategy, Leadership, Management, Marketing Automation, Marketing Strategy, New Business Development, Partner Management, Product Marketing, Retail, Sales, Sales Enablement, Sales Management, Sales Presentations, Selling, Software Industry
Education
University of California, San Diego - School of Medicine 1983 — 1988
MICP, Paramedic Program
San Diego City College 1980 — 1980
Associate of Arts and Sciences (AAS), EMT
Thomas W H Fisher's Raymond James Financial Inc. Experience August 2001 - Present
Job First Vice President, Investments at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial Inc. August 2001 - Present
Interstate Johnson Lane 1991 - 2001
John Hancock Financial Services 1977 - 1991
Education
Sewanee-The University of the South 1963 — 1967
Bachelor's Degree, History
Yale Divinity School
Theological Study
Raymond James Financial Inc. August 2001 - Present
Interstate Johnson Lane 1991 - 2001
John Hancock Financial Services 1977 - 1991
Education
Sewanee-The University of the South 1963 — 1967
Bachelor's Degree, History
Yale Divinity School
Theological Study
Ken Marotte, PMP CISA CISSP's Raymond James Financial Inc. Experience September 2011 - April 2013
Job Assistant Vice President (InfoSec) at Citi
Industry Financial Services
Experience
Citi May 2014 - Present
TEKsystems June 2013 - May 2014
Raymond James Financial Inc. September 2011 - April 2013
Raymond James & Associates 2006 - September 2011
Wood Cove Technology Partners LLC 2004 - 2006
Blue Cross & Blue Shield of Rhode Island 1980 - 2004
Blue Cross & Blue Shield of Rhode Island November 1980 - September 1996
Skills
Security, Business Analysis, SDLC, Financial Services, CISSP, Series 7, Requirements Analysis, PMP, CISA, Visio, Securities, MS Project, Software Project..., Portfolio Management, Vendor Management, Process Improvement, SharePoint, Information Technology, PMO, Requirements Gathering, Risk Management, IT Audit, IT Strategy, Project Management, Agile Methodologies, Testing, Systems Analysis, Technical Leadership, Quality Assurance, Information Security, Data Warehousing, Risk Assessment, Disaster Recovery, IT Management, CRM, Change Management, Databases, Management, Leadership, ITIL, Analysis, COBIT, Enterprise Software, Business Process, Microsoft Project
Education
Providence College
BA
Providence College
MA
Citi May 2014 - Present
TEKsystems June 2013 - May 2014
Raymond James Financial Inc. September 2011 - April 2013
Raymond James & Associates 2006 - September 2011
Wood Cove Technology Partners LLC 2004 - 2006
Blue Cross & Blue Shield of Rhode Island 1980 - 2004
Blue Cross & Blue Shield of Rhode Island November 1980 - September 1996
Skills
Security, Business Analysis, SDLC, Financial Services, CISSP, Series 7, Requirements Analysis, PMP, CISA, Visio, Securities, MS Project, Software Project..., Portfolio Management, Vendor Management, Process Improvement, SharePoint, Information Technology, PMO, Requirements Gathering, Risk Management, IT Audit, IT Strategy, Project Management, Agile Methodologies, Testing, Systems Analysis, Technical Leadership, Quality Assurance, Information Security, Data Warehousing, Risk Assessment, Disaster Recovery, IT Management, CRM, Change Management, Databases, Management, Leadership, ITIL, Analysis, COBIT, Enterprise Software, Business Process, Microsoft Project
Education
Providence College
BA
Providence College
MA
Patrick Cuillo's Raymond James Financial Inc. Experience November 2014 - Present
Job Compliance Officer at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2014 - Present
Raymond James Financial Inc. January 2014 - November 2014
Raymond James Financial Services June 2008 - January 2014
Raymond James Financial Services October 2003 - June 2008
RJFS 2002 - October 2003
T Rowe Price 1996 - 2002
Skills
Leadership, Management, Team Leadership, Training, Series 7, Securities, FINRA, Mutual Funds, Retirement Planning, Financial Services, Coaching, Finance, Investments, Risk Management
Education
Rutgers University-New Brunswick 1987 — 1992
Bachelor's Degree, Political Science and Government
Raymond James Financial, Inc. November 2014 - Present
Raymond James Financial Inc. January 2014 - November 2014
Raymond James Financial Services June 2008 - January 2014
Raymond James Financial Services October 2003 - June 2008
RJFS 2002 - October 2003
T Rowe Price 1996 - 2002
Skills
Leadership, Management, Team Leadership, Training, Series 7, Securities, FINRA, Mutual Funds, Retirement Planning, Financial Services, Coaching, Finance, Investments, Risk Management
Education
Rutgers University-New Brunswick 1987 — 1992
Bachelor's Degree, Political Science and Government
Kristin Byrnes's Raymond James Financial Inc. Experience January 2015 - Present
Job Product Strategy AnalystPortfolio Solutions at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. September 2011 - October 2013
Alesco Advisors September 2004 - July 2011
Skills
Portfolio Management, Asset Allocation, Investments, Investment Advisory, Trade Execution, Portfolio Optimization, Monte Carlo Simulation, ETFs, Index Funds, Mutual Funds, Capital Markets, Bloomberg
Education
Saint Bonaventure University 2000 — 2004
B.B.A., Finance
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. September 2011 - October 2013
Alesco Advisors September 2004 - July 2011
Skills
Portfolio Management, Asset Allocation, Investments, Investment Advisory, Trade Execution, Portfolio Optimization, Monte Carlo Simulation, ETFs, Index Funds, Mutual Funds, Capital Markets, Bloomberg
Education
Saint Bonaventure University 2000 — 2004
B.B.A., Finance
Anastasia Beckett's Raymond James Financial Inc. Experience May 2014 - Present
Job Vice President, Public Finance at Raymond James Financial Inc.
Industry Renewables & Environment
Experience
Raymond James Financial Inc. May 2014 - Present
SolarCity July 2011 - May 2014
SunPower Corporation November 2010 - May 2011
KNN Public Finance April 2007 - November 2010
The Energy Coalition 2003 - 2006
Skills
Renewable Energy, Energy Efficiency, Sustainability, Solar Energy, Project Finance, Project Management, Energy, Financial Modeling, Photovoltaics, Alternative Energy, Business Development, Sustainable Energy, Energy Policy, Cleantech, Strategic Planning, Management
Education
San Francisco State University 1998 — 2001
Bachelor of Science, Business
Raymond James Financial Inc. May 2014 - Present
SolarCity July 2011 - May 2014
SunPower Corporation November 2010 - May 2011
KNN Public Finance April 2007 - November 2010
The Energy Coalition 2003 - 2006
Skills
Renewable Energy, Energy Efficiency, Sustainability, Solar Energy, Project Finance, Project Management, Energy, Financial Modeling, Photovoltaics, Alternative Energy, Business Development, Sustainable Energy, Energy Policy, Cleantech, Strategic Planning, Management
Education
San Francisco State University 1998 — 2001
Bachelor of Science, Business
Jason Pucci's Raymond James Financial Inc. Experience March 2014 - Present
Job Financial Advisor, Senior Vice President, Investments at Pucci Financial of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. March 2014 - Present
Stifel Financial Corp. May 2006 - March 2014
Skills
Investments, Portfolio Management, Wealth Management, Series 63, Retirement Planning, 401k Rollovers, Women Owned Business, Charities
Education
Ramapo College of New Jersey
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
goshen
Raymond James Financial Inc. March 2014 - Present
Stifel Financial Corp. May 2006 - March 2014
Skills
Investments, Portfolio Management, Wealth Management, Series 63, Retirement Planning, 401k Rollovers, Women Owned Business, Charities
Education
Ramapo College of New Jersey
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
goshen
Amber Russell's Raymond James Financial Inc. Experience May 2012 - April 2013
Job Business Analyst
Industry Information Technology and Services
Experience
Raymond James Financial Inc. May 2012 - April 2013
Raymond James Financial June 2010 - May 2012
Skills
Project Management, Requirements Gathering, Business Requirements, Application Support, Process Flow, Business, User Acceptance Testing, Use Case, Agile Methodologies, Business Analysis, Business Process, Databases, Management, Microsoft SQL Server, Process Improvement, Quality Center, Requirements Analysis, SQL, SharePoint, Systems Analysis, Test Cases, Training, Troubleshooting, User Experience, Waterfall, Agile Project Management, Software Documentation, Software Project..., T-SQL, Visio, Disaster Recovery, Integration, SSIS, Data Modeling, Database Design, Enterprise Architecture, PMP, SSRS, Oracle
Education
Saint Leo University 2002 — 2005
Bachelor's degree, Business Administration and Marketing
St. Petersburg College 1999 — 2001
Associate of Arts (AA), Business Administration and Management, General
Raymond James Financial Inc. May 2012 - April 2013
Raymond James Financial June 2010 - May 2012
Skills
Project Management, Requirements Gathering, Business Requirements, Application Support, Process Flow, Business, User Acceptance Testing, Use Case, Agile Methodologies, Business Analysis, Business Process, Databases, Management, Microsoft SQL Server, Process Improvement, Quality Center, Requirements Analysis, SQL, SharePoint, Systems Analysis, Test Cases, Training, Troubleshooting, User Experience, Waterfall, Agile Project Management, Software Documentation, Software Project..., T-SQL, Visio, Disaster Recovery, Integration, SSIS, Data Modeling, Database Design, Enterprise Architecture, PMP, SSRS, Oracle
Education
Saint Leo University 2002 — 2005
Bachelor's degree, Business Administration and Marketing
St. Petersburg College 1999 — 2001
Associate of Arts (AA), Business Administration and Management, General
Kristan Furlong's Raymond James Financial Inc. Experience July 2012 - Present
Job Project Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2012 - Present
Raymond James Financial February 2003 - July 2012
Raymond James Financial October 2000 - February 2003
Skills
Investments, Mutual Funds, Business Analysis, Securities, Financial Services, Risk Management
Education
Remington College-Tampa Campus 1997 — 1999
Associate's degree, Business Administration and Management, General
Raymond James Financial Inc. July 2012 - Present
Raymond James Financial February 2003 - July 2012
Raymond James Financial October 2000 - February 2003
Skills
Investments, Mutual Funds, Business Analysis, Securities, Financial Services, Risk Management
Education
Remington College-Tampa Campus 1997 — 1999
Associate's degree, Business Administration and Management, General
Michael Cacchio's Raymond James Financial Inc. Experience April 2012 - June 2013
Job MBA/MPH Candidate, Class of 2015 at Tuck School of Business at Dartmouth College
Industry Hospital & Health Care
Experience
Tuck School of Business at Dartmouth College July 2013 - Present
Raymond James Financial Inc. April 2012 - June 2013
Morgan Keegan Healthcare Investment Banking July 2011 - March 2012
Morgan Keegan Healthcare Investment Banking July 2010 - June 2011
Morgan Keegan Shattuck Hammond Healthcare Investment Banking July 2008 - June 2010
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Private Equity, Equities, Bloomberg, LBO, Hedge Funds, Due Diligence, Corporate Finance, Series 7, Debt, Microsoft Excel
Education
Tuck School of Business at Dartmouth 2013 — 2015
MBA Candidate, Class of 2015
The Dartmouth Institute for Health Policy and Clinical Practice 2014 — 2015
Master of Public Health (MPH) Candidate, Class of 2015
Princeton University 2004 — 2008
A.B., Classics
The Hotchkiss School 2000 — 2004
Tuck School of Business at Dartmouth College July 2013 - Present
Raymond James Financial Inc. April 2012 - June 2013
Morgan Keegan Healthcare Investment Banking July 2011 - March 2012
Morgan Keegan Healthcare Investment Banking July 2010 - June 2011
Morgan Keegan Shattuck Hammond Healthcare Investment Banking July 2008 - June 2010
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Private Equity, Equities, Bloomberg, LBO, Hedge Funds, Due Diligence, Corporate Finance, Series 7, Debt, Microsoft Excel
Education
Tuck School of Business at Dartmouth 2013 — 2015
MBA Candidate, Class of 2015
The Dartmouth Institute for Health Policy and Clinical Practice 2014 — 2015
Master of Public Health (MPH) Candidate, Class of 2015
Princeton University 2004 — 2008
A.B., Classics
The Hotchkiss School 2000 — 2004
Paul Pimperl's Raymond James Financial Inc. Experience August 2012 - December 2013
Job Marketing Manager at Cott Beverages
Industry Food & Beverages
Experience
Cott Beverages November 2014 - Present
Cott Beverages December 2013 - November 2014
Raymond James Financial Inc. August 2012 - December 2013
Coca-Cola Refreshments March 2011 - August 2012
Dearolf & Mereness LLP February 2010 - November 2010
Cott Beverages May 2009 - February 2010
Tax Solutions Plus October 2007 - October 2008
Skills
Financial Reporting, Accounting, Account Reconciliation, Financial Analysis, Variance Analysis, Forecasting, Budgets, Analysis, Microsoft Office, Internal Controls, Microsoft Excel, Financial Accounting, Auditing, QuickBooks, Financial Statements, Accounts Receivable, Marketing, Finance, Access, PowerPoint, Internal Audit, Sarbanes-Oxley Act, Outlook, Data Analysis, SAP, Accounts Payable, Tax, Risk Management, Corporate Finance, Intercompany..., Market Analysis, Trend Analysis, Quarterly Reporting, Qualitative Research, Fund Accounting, Private & Public Sectors, Beverage Industry, Fraud, Procurement, Visio, Computron, Process Improvement, COSO Framework, GAAP, Category Management, Business Strategy, SAP BW, IRI, Panel Data Analysis
Education
University of Tampa - John H. Sykes College of Business 2008 — 2009
Masters of Science, Accounting
Saint Leo University 2003 — 2007
Bachelor of Arts, Accounting
Cott Beverages November 2014 - Present
Cott Beverages December 2013 - November 2014
Raymond James Financial Inc. August 2012 - December 2013
Coca-Cola Refreshments March 2011 - August 2012
Dearolf & Mereness LLP February 2010 - November 2010
Cott Beverages May 2009 - February 2010
Tax Solutions Plus October 2007 - October 2008
Skills
Financial Reporting, Accounting, Account Reconciliation, Financial Analysis, Variance Analysis, Forecasting, Budgets, Analysis, Microsoft Office, Internal Controls, Microsoft Excel, Financial Accounting, Auditing, QuickBooks, Financial Statements, Accounts Receivable, Marketing, Finance, Access, PowerPoint, Internal Audit, Sarbanes-Oxley Act, Outlook, Data Analysis, SAP, Accounts Payable, Tax, Risk Management, Corporate Finance, Intercompany..., Market Analysis, Trend Analysis, Quarterly Reporting, Qualitative Research, Fund Accounting, Private & Public Sectors, Beverage Industry, Fraud, Procurement, Visio, Computron, Process Improvement, COSO Framework, GAAP, Category Management, Business Strategy, SAP BW, IRI, Panel Data Analysis
Education
University of Tampa - John H. Sykes College of Business 2008 — 2009
Masters of Science, Accounting
Saint Leo University 2003 — 2007
Bachelor of Arts, Accounting
Edward Rowe's Raymond James Financial Inc. Experience June 2011 - October 2014
Job Senior Equity Analyst at Salient Partners
Industry Investment Banking
Experience
Salient Partners October 2014 - Present
Raymond James Financial Inc. June 2011 - October 2014
TPH Asset Management August 2010 - June 2011
Credit Agricole CIB May 2010 - January 2011
Ameriprise Financial May 2005 - December 2008
Skills
Financial Modeling, Valuation, MLP, Bloomberg, Portfolio Management, Equities, Hedge Funds, Corporate Finance, Finance, Energy, Equity Research, Investments, Financial Analysis, Asset Management
Education
Rice University 2009 — 2011
MBA, Finance
Rice University 2001 — 2005
B.A., Economics / Managerial Studies
Salient Partners October 2014 - Present
Raymond James Financial Inc. June 2011 - October 2014
TPH Asset Management August 2010 - June 2011
Credit Agricole CIB May 2010 - January 2011
Ameriprise Financial May 2005 - December 2008
Skills
Financial Modeling, Valuation, MLP, Bloomberg, Portfolio Management, Equities, Hedge Funds, Corporate Finance, Finance, Energy, Equity Research, Investments, Financial Analysis, Asset Management
Education
Rice University 2009 — 2011
MBA, Finance
Rice University 2001 — 2005
B.A., Economics / Managerial Studies
Dakari Gibbons's Raymond James Financial Inc. Experience October 2014 - Present
Job Corporate Recruiter II at Raymond James Financial Inc.
Industry Human Resources
Experience
Raymond James Financial Inc. October 2014 - Present
Raymond James Financial Inc. April 2014 - October 2014
Raymond James Financial Inc. April 2012 - October 2013
Bank of America October 2005 - March 2012
Time Customer Service 2000 - 2005
Eckerd Youth Alternatives 1994 - 2000
Skills
Onboarding, Applicant Tracking..., Talent Acquisition, Recruiting, College Recruiting, HRIS, Technical Recruiting, Interviews, Deferred Compensation, Succession Planning, Internet Recruiting, Talent Management, Sourcing, Employee Engagement, Benefits Negotiation, Coaching, Human Resources, Workforce Planning, Employee Relations, Temporary Placement, Staffing Services, Vendor Management, Performance Management, Employee Benefits, Job Descriptions, Screening Resumes, PeopleSoft, Personnel Management, Hiring, Screening, Taleo
Education
Rutgers University-New Brunswick 1990 — 1994
History, Criminology, Sociology
Raymond James Financial Inc. October 2014 - Present
Raymond James Financial Inc. April 2014 - October 2014
Raymond James Financial Inc. April 2012 - October 2013
Bank of America October 2005 - March 2012
Time Customer Service 2000 - 2005
Eckerd Youth Alternatives 1994 - 2000
Skills
Onboarding, Applicant Tracking..., Talent Acquisition, Recruiting, College Recruiting, HRIS, Technical Recruiting, Interviews, Deferred Compensation, Succession Planning, Internet Recruiting, Talent Management, Sourcing, Employee Engagement, Benefits Negotiation, Coaching, Human Resources, Workforce Planning, Employee Relations, Temporary Placement, Staffing Services, Vendor Management, Performance Management, Employee Benefits, Job Descriptions, Screening Resumes, PeopleSoft, Personnel Management, Hiring, Screening, Taleo
Education
Rutgers University-New Brunswick 1990 — 1994
History, Criminology, Sociology
Beth Flasker's Raymond James Financial Inc. Experience April 2012 - October 2012
Job Where Dreams Come True, you just have to Believe!
Industry Information Technology and Services
Experience
Elavon / U.S. Bank November 2013 - April 2014
Sarasota County Government June 2004 - February 2013
YMCA of Southwest Florida (formerly known as South County Family YMCA) 2009 - January 2013
Raymond James Financial Inc. April 2012 - October 2012
UTC Fire & Security Bradenton, FL March 2011 - April 2012
Sarasota Memorial Health Care System 2010 - December 2011
Ringling College of Art and Design January 2005 - May 2011
Palm Aire Country Club 2009 - 2011
FAA February 2010 - October 2010
Internal Revenue Service August 2009 - February 2010
Skills
Management, Networking, Network Security, HCISSP, Access, ITIL, Microsoft Excel, SAP Security..., Public Relations, Risk Assessment, IT Security Operations, Security Policy, IT Management, Information Security, Risk Management, Information Technology, Process Improvement, Leadership, Technical Writing, Customer Service, Project Management, Security, Application Lifecycle..., Policy, Public Speaking, Human Resources, Interviews, Administration, Team Leadership, Team Building, Technical Support, System Administration, Databases, Government, Program Management, System Deployment, Security Audits, Troubleshooting, CISSP, Training, SDLC, Vendor Management, Governance, Analysis, Consulting, Strategic Planning, Computer Security, HCISPP, CISA, Cloud Security Alliance
Education
Webster University 2011 — 2013
Master's Degree, Information Technology Management, 3.56
University of South Florida 1997 — 1999
Bachelor's Degree, English / Professional & Technical Writing
State College of Florida-Manatee-Sarasota 1996 — 1997
Associate's Degree, Business Administration and Management, General
Universal Hairstyling Academy 1986 — 1987
Florida Licensed Cosmetologist, Cosmetology, Barber/Styling, and Nails
Sarasota County Technical Institute 1983 — 1985
Certificate, Commercial Art & Advertising
Elavon / U.S. Bank November 2013 - April 2014
Sarasota County Government June 2004 - February 2013
YMCA of Southwest Florida (formerly known as South County Family YMCA) 2009 - January 2013
Raymond James Financial Inc. April 2012 - October 2012
UTC Fire & Security Bradenton, FL March 2011 - April 2012
Sarasota Memorial Health Care System 2010 - December 2011
Ringling College of Art and Design January 2005 - May 2011
Palm Aire Country Club 2009 - 2011
FAA February 2010 - October 2010
Internal Revenue Service August 2009 - February 2010
Skills
Management, Networking, Network Security, HCISSP, Access, ITIL, Microsoft Excel, SAP Security..., Public Relations, Risk Assessment, IT Security Operations, Security Policy, IT Management, Information Security, Risk Management, Information Technology, Process Improvement, Leadership, Technical Writing, Customer Service, Project Management, Security, Application Lifecycle..., Policy, Public Speaking, Human Resources, Interviews, Administration, Team Leadership, Team Building, Technical Support, System Administration, Databases, Government, Program Management, System Deployment, Security Audits, Troubleshooting, CISSP, Training, SDLC, Vendor Management, Governance, Analysis, Consulting, Strategic Planning, Computer Security, HCISPP, CISA, Cloud Security Alliance
Education
Webster University 2011 — 2013
Master's Degree, Information Technology Management, 3.56
University of South Florida 1997 — 1999
Bachelor's Degree, English / Professional & Technical Writing
State College of Florida-Manatee-Sarasota 1996 — 1997
Associate's Degree, Business Administration and Management, General
Universal Hairstyling Academy 1986 — 1987
Florida Licensed Cosmetologist, Cosmetology, Barber/Styling, and Nails
Sarasota County Technical Institute 1983 — 1985
Certificate, Commercial Art & Advertising
Isaac Codrey, CFA's Raymond James Financial Inc. Experience May 2008 - October 2009
Job Analyst US Strategy at CreditSights
Industry Investment Management
Experience
CreditSights November 2009 - Present
Raymond James Financial Inc. May 2008 - October 2009
CNL November 2007 - April 2008
DePrince, Race & Zollo, Inc. April 2007 - August 2007
Skills
Investments, Fixed Income, Valuation, Bloomberg, Financial Analysis, Capital Markets, Economics, Credit, Portfolio Management, Hedge Funds
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
M.B.A., Finance and Entrepreneurship
Rollins College 2002 — 2006
B.A., Physics
CreditSights November 2009 - Present
Raymond James Financial Inc. May 2008 - October 2009
CNL November 2007 - April 2008
DePrince, Race & Zollo, Inc. April 2007 - August 2007
Skills
Investments, Fixed Income, Valuation, Bloomberg, Financial Analysis, Capital Markets, Economics, Credit, Portfolio Management, Hedge Funds
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
M.B.A., Finance and Entrepreneurship
Rollins College 2002 — 2006
B.A., Physics
Brian LaPierre's Raymond James Financial Inc. Experience March 2015 - Present
Job Vice President Client Reporting at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. July 2013 - Present
Raymond James May 2010 - July 2013
John Hancock Life Insurance Company (U.S.A.) January 2005 - March 2010
John Hancock Life Insurance Company (U.S.A.) February 2003 - January 2005
Skills
Cost Basis, Series 7, Portfolio Management, Corporate Actions, Securities, Mutual Funds, Investments, Financial Services, Fixed Income, Series 63, Equities
Education
Saint Anselm College 1995 — 1999
Bachelor, Business & Finance
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. July 2013 - Present
Raymond James May 2010 - July 2013
John Hancock Life Insurance Company (U.S.A.) January 2005 - March 2010
John Hancock Life Insurance Company (U.S.A.) February 2003 - January 2005
Skills
Cost Basis, Series 7, Portfolio Management, Corporate Actions, Securities, Mutual Funds, Investments, Financial Services, Fixed Income, Series 63, Equities
Education
Saint Anselm College 1995 — 1999
Bachelor, Business & Finance
Rhonda Matthews's Raymond James Financial Inc. Experience February 2000 - January 2010
Job
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC. 2010 - Present
Raymond James Financial Inc. February 2000 - January 2010
LPL Financial August 1998 - February 2000
Skills
Investments, Retirement Planning, Entrepreneurship, Small Business, Mortgage Lending, Loans, Wealth Management, Refinance, Credit, Banking, Retirement, Fixed Annuities, Residential Mortgages, Customer Service, Mortgage Banking, Strategic Planning, FHA, Insurance, Portfolio Management, Estate Planning, Coaching, Sales
Education
Sam Houston State University 1990 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Advisors Financial Network, LLC. 2010 - Present
Raymond James Financial Inc. February 2000 - January 2010
LPL Financial August 1998 - February 2000
Skills
Investments, Retirement Planning, Entrepreneurship, Small Business, Mortgage Lending, Loans, Wealth Management, Refinance, Credit, Banking, Retirement, Fixed Annuities, Residential Mortgages, Customer Service, Mortgage Banking, Strategic Planning, FHA, Insurance, Portfolio Management, Estate Planning, Coaching, Sales
Education
Sam Houston State University 1990 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Diane Flemming's Raymond James Financial Inc. Experience 2005 - Present
Job Financial Advisor, RJFS at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2005 - Present
Champion Forest Financial Advisors 2005 - Present
A. G. Edwards & Sons, Inc. 1998 - 2005
The Principal Financial Group /Eppler, Guerin & Turner, Inc. 1991 - January 1998
Merrill Lynch July 1985 - 1991
Skills
Retirement, Strategic Financial..., FINRA Series 7 General..., Series 63 Uniform State..., Series 65 Uniform..., Registered in Texas,..., "Woman of Excellence"..., Financial Planning, Long-Term Care Insurance, General Lines Life,..., Fixed and Variable...
Education
Sam Houston State University
Bachelor of Business Administration (BBA), Business
Raymond James Financial Inc. 2005 - Present
Champion Forest Financial Advisors 2005 - Present
A. G. Edwards & Sons, Inc. 1998 - 2005
The Principal Financial Group /Eppler, Guerin & Turner, Inc. 1991 - January 1998
Merrill Lynch July 1985 - 1991
Skills
Retirement, Strategic Financial..., FINRA Series 7 General..., Series 63 Uniform State..., Series 65 Uniform..., Registered in Texas,..., "Woman of Excellence"..., Financial Planning, Long-Term Care Insurance, General Lines Life,..., Fixed and Variable...
Education
Sam Houston State University
Bachelor of Business Administration (BBA), Business
Laura Ashworth's Raymond James Financial Inc. Experience January 2012 - Present
Job Process Improvement Consultant Reporting Analyst at Raymond James Financial Inc.
Industry
Experience
Raymond James Financial Inc. January 2012 - Present
Raymond James Financial Inc. April 2010 - January 2012
Raymond James & Associates, Inc 1997 - 2011
Skills
Data Modeling, Business Process..., Business Intelligence..., Process Improvement, Business Intelligence, Data Warehousing, Database Design, Data Visualization, QlikView Development, SQL, Business Analysis, Requirements Analysis, ETL, T-SQL, Enterprise Architecture, Software Development, Solution Architecture, Requirements Gathering, Microsoft SQL Server, Business Process, Integration, Agile Methodologies, SSRS, Oracle, SDLC, SharePoint, Systems Analysis, Business Requirements, Software Project..., PMO, IT Strategy, User Acceptance Testing, Databases, PMP, SSIS, Disaster Recovery, Agile Project Management, Scrum, IT Management, Testing, Vendor Management, ITIL, .NET, Software Documentation, Visio, MS Project, Quality Center, Crystal Reports, TFS, ITIL v3 Foundations...
Education
Saint Joseph's University 2012 — 2013
Master of Science (MS), Business Intelligence, A
University of Tampa 1996 — 1998
Bachelor's degree, Computer Information Systems and Mathematical Programming, A
Raymond James Financial Inc. January 2012 - Present
Raymond James Financial Inc. April 2010 - January 2012
Raymond James & Associates, Inc 1997 - 2011
Skills
Data Modeling, Business Process..., Business Intelligence..., Process Improvement, Business Intelligence, Data Warehousing, Database Design, Data Visualization, QlikView Development, SQL, Business Analysis, Requirements Analysis, ETL, T-SQL, Enterprise Architecture, Software Development, Solution Architecture, Requirements Gathering, Microsoft SQL Server, Business Process, Integration, Agile Methodologies, SSRS, Oracle, SDLC, SharePoint, Systems Analysis, Business Requirements, Software Project..., PMO, IT Strategy, User Acceptance Testing, Databases, PMP, SSIS, Disaster Recovery, Agile Project Management, Scrum, IT Management, Testing, Vendor Management, ITIL, .NET, Software Documentation, Visio, MS Project, Quality Center, Crystal Reports, TFS, ITIL v3 Foundations...
Education
Saint Joseph's University 2012 — 2013
Master of Science (MS), Business Intelligence, A
University of Tampa 1996 — 1998
Bachelor's degree, Computer Information Systems and Mathematical Programming, A
Eric Estill's Raymond James Financial Inc. Experience September 2014 - August 2015
Job Energy Investment Banking Intern at Raymond James Financial Inc.
Industry
Experience
Raymond James Financial Inc. September 2014 - August 2015
Rice University August 2013 - May 2014
Performance Course April 2013 - May 2013
Skills
Microsoft Word, PowerPoint, Team Building, Analysis, Java, Coaching, Change Management, Editing, Budgets, Marketing, Sales, Young People, Business Strategy, Banking, Financial Analysis, Project Planning, Economics, Finance, Risk Management, Business Analysis, Financial Modeling, Higher Education
Education
Rice University 2013 — 2017
Mathematical Economic Analysis, Sophomore
Raymond James Financial Inc. September 2014 - August 2015
Rice University August 2013 - May 2014
Performance Course April 2013 - May 2013
Skills
Microsoft Word, PowerPoint, Team Building, Analysis, Java, Coaching, Change Management, Editing, Budgets, Marketing, Sales, Young People, Business Strategy, Banking, Financial Analysis, Project Planning, Economics, Finance, Risk Management, Business Analysis, Financial Modeling, Higher Education
Education
Rice University 2013 — 2017
Mathematical Economic Analysis, Sophomore
Donna Tripp's Raymond James Financial Inc. Experience January 2011 - Present
Job
Industry Financial Services
Experience
Raymond James Financial Inc. January 2011 - Present
Raymond James Financial Inc. January 1999 - December 2010
Raymond James Financial Inc. March 1986 - December 1998
MCA Records December 1982 - January 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook
Education
Pinckneyville, IL
Rend Lake College
Raymond James Financial Inc. January 2011 - Present
Raymond James Financial Inc. January 1999 - December 2010
Raymond James Financial Inc. March 1986 - December 1998
MCA Records December 1982 - January 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook
Education
Pinckneyville, IL
Rend Lake College
Stacy Wang's Raymond James Financial Inc. Experience August 2011 - December 2011
Job CMAAS/Valuation Hybrid Associate
Industry Financial Services
Experience
PricewaterhouseCoopers September 2014 - Present
Deloitte December 2013 - April 2014
Merrill Lynch January 2012 - April 2012
Raymond James Financial Inc. August 2011 - December 2011
Skills
Stata, Research, PowerPoint, Statistics, Public Speaking, Microsoft Office, Fundraising, Microsoft Excel, Microsoft Word, Event Planning, Data Analysis, Analysis, Spanish, Financial Analysis, Facebook
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master's Degree, Finance, General
Rhodes College 2008 — 2012
Bachelor of Arts (B.A.), Business and Economics with concentration in accounting
上智大学 2009 — 2010
Study Abroad, International Business
PricewaterhouseCoopers September 2014 - Present
Deloitte December 2013 - April 2014
Merrill Lynch January 2012 - April 2012
Raymond James Financial Inc. August 2011 - December 2011
Skills
Stata, Research, PowerPoint, Statistics, Public Speaking, Microsoft Office, Fundraising, Microsoft Excel, Microsoft Word, Event Planning, Data Analysis, Analysis, Spanish, Financial Analysis, Facebook
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master's Degree, Finance, General
Rhodes College 2008 — 2012
Bachelor of Arts (B.A.), Business and Economics with concentration in accounting
上智大学 2009 — 2010
Study Abroad, International Business
mark shuell's Raymond James Financial Inc. Experience September 1983 - September 2011
Job Certified Financial Planner, Associate Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise 2011 - 2012
Raymond James Financial Inc. September 1983 - September 2011
Education
Saginaw Valley State University 1975 — 1979
BBA, Accounting
Ameriprise 2011 - 2012
Raymond James Financial Inc. September 1983 - September 2011
Education
Saginaw Valley State University 1975 — 1979
BBA, Accounting
Adam Riggle's Raymond James Financial Inc. Experience May 2011 - Present
Job Intern at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2011 - Present
Carpenter Construction Inc June 2007 - Present
Education
Saint Vincent College 2008 — 2012
Saint Vincent College
Bachelor of Science, Finance
Raymond James Financial Inc. May 2011 - Present
Carpenter Construction Inc June 2007 - Present
Education
Saint Vincent College 2008 — 2012
Saint Vincent College
Bachelor of Science, Finance
Phil Manfredo's Raymond James Financial Inc. Experience December 2014 - February 2015
Job Network Engineer at Verizon
Industry Computer Networking
Experience
Verizon April 2015 - June 2015
Synchronoss Technologies February 2015 - March 2015
Raymond James Financial Inc. December 2014 - February 2015
Rider University February 2013 - May 2013
UFCW May 2011 - January 2013
NJ State Democratic Party September 2011 - November 2011
GameStop December 2010 - August 2011
Tuner Sport Magazine June 2007 - May 2009
Skills
Operating Systems, Microsoft Office, HTML 5, Networking, Linux, Network Security, Adobe Software, SQL, Technical Support, E-commerce
Education
Rider University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences, General, Deans List 2009-2011, 2013
Voorhees High School 2005 — 2009
GED, Honor Roll
Verizon April 2015 - June 2015
Synchronoss Technologies February 2015 - March 2015
Raymond James Financial Inc. December 2014 - February 2015
Rider University February 2013 - May 2013
UFCW May 2011 - January 2013
NJ State Democratic Party September 2011 - November 2011
GameStop December 2010 - August 2011
Tuner Sport Magazine June 2007 - May 2009
Skills
Operating Systems, Microsoft Office, HTML 5, Networking, Linux, Network Security, Adobe Software, SQL, Technical Support, E-commerce
Education
Rider University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences, General, Deans List 2009-2011, 2013
Voorhees High School 2005 — 2009
GED, Honor Roll
JOHN WHITCOMB's Raymond James Financial Inc. Experience 1996 - 2012
Job INVESTMENT ADVISOR at SKYBOX FINANCIAL GROUP
Industry Financial Services
Experience
SKYBOX FINANCIAL GROUP January 2012 - Present
Raymond James Financial Inc. 1996 - 2012
WHEAT FIRST SECURITIES 1983 - 1989
Education
Randolph-Macon College
BACHELOR OF ARTS, ECONOMICS
SKYBOX FINANCIAL GROUP January 2012 - Present
Raymond James Financial Inc. 1996 - 2012
WHEAT FIRST SECURITIES 1983 - 1989
Education
Randolph-Macon College
BACHELOR OF ARTS, ECONOMICS
Doris Protano's Raymond James Financial Inc. Experience July 1983 - October 2004
Job Training Specialist at TDMG
Industry Marketing and Advertising
Experience
TDMG 2009 - Present
Raymond James Financial Inc. July 1983 - October 2004
Education
Seminole Community College
TDMG 2009 - Present
Raymond James Financial Inc. July 1983 - October 2004
Education
Seminole Community College
Brad Widenmeyer's Raymond James Financial Inc. Experience May 2012 - May 2012
Job Student at Quinnipiac University School of Business
Industry Marketing and Advertising
Experience
Flowers Mill Kennel June 2007 - August 2014
Raymond James Financial Inc. May 2012 - May 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel
Education
Quinnipiac University - School of Business 2012 — 2016
Marketing
Flowers Mill Kennel June 2007 - August 2014
Raymond James Financial Inc. May 2012 - May 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel
Education
Quinnipiac University - School of Business 2012 — 2016
Marketing
Jim Will's Raymond James Financial Inc. Experience 2005 - 2007
Job Retired USAF and Financial Advisor
Industry Financial Services
Experience
NEXT Financial Group, Inc. 2007 - 2010
Raymond James Financial Inc. 2005 - 2007
A G Edwards & Sons, Inc 2001 - 2004
U S Air Force April 1967 - October 1994
Skills
Retirement Planning, Finance
Education
Southern Illinois University, Carbondale
Bachelor's Degree, Engineering
NEXT Financial Group, Inc. 2007 - 2010
Raymond James Financial Inc. 2005 - 2007
A G Edwards & Sons, Inc 2001 - 2004
U S Air Force April 1967 - October 1994
Skills
Retirement Planning, Finance
Education
Southern Illinois University, Carbondale
Bachelor's Degree, Engineering
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS