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
Adam Howell Adam Howell's Raymond James Financial Inc. Experience February 2008 - April 2012
Job Field Support Analyst at Shelby County Schools
Industry Information Technology and Services
Experience
Shelby County Schools November 2014 - Present
Invenitv Software, LLC April 2012 - August 2014
Raymond James Financial Inc. February 2008 - April 2012
Stein World Operating Company 2007 - 2008
Skills
Active Directory, Windows Server, ITIL, SQL, Microsoft SQL Server, Requirements Analysis, SDLC, Oracle, PL/SQL, VMware, Servers, Unix
Education
The University of Memphis 2010 — 2014
Bachelor's Degree, Management Information Systems, General
Southwest Tennessee Community College 2007 — 2009
Associate's Degree, Information Technology
Shelby County Schools November 2014 - Present
Invenitv Software, LLC April 2012 - August 2014
Raymond James Financial Inc. February 2008 - April 2012
Stein World Operating Company 2007 - 2008
Skills
Active Directory, Windows Server, ITIL, SQL, Microsoft SQL Server, Requirements Analysis, SDLC, Oracle, PL/SQL, VMware, Servers, Unix
Education
The University of Memphis 2010 — 2014
Bachelor's Degree, Management Information Systems, General
Southwest Tennessee Community College 2007 — 2009
Associate's Degree, Information Technology
Colt Lester Colt Lester's Raymond James Financial Inc. Experience December 2012 - Present
Job Business Specialist I at Raymond James Financial
Industry Investment Management
Experience
Raymond James Financial Inc. December 2012 - Present
UPS August 2004 - December 2012
MWR July 2010 - August 2011
Mirimichi April 2009 - July 2010
MWR November 2007 - April 2009
Skills
Windows, Windows 7, Microsoft Excel, Hardware, Networking, Visio, Software, Project Management, Entitlements, Computer Maintenance, Systems Analysis, Microsoft Word, ODBC, Troubleshooting, System Testing, Team Building, Leadership, Microsoft Office, SharePoint, Technical Support, Process Improvement, Customer Service, PowerPoint, Analysis, Social Media, Public Speaking, Time Management, Outlook
Education
The University of Memphis 2011 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General
Southwest Tennessee Community College 2005 — 2006
Information Technology
The University of Memphis 2001 — 2004
Bachelor of Business Administration (B.B.A.), Information Technology
Raymond James Financial Inc. December 2012 - Present
UPS August 2004 - December 2012
MWR July 2010 - August 2011
Mirimichi April 2009 - July 2010
MWR November 2007 - April 2009
Skills
Windows, Windows 7, Microsoft Excel, Hardware, Networking, Visio, Software, Project Management, Entitlements, Computer Maintenance, Systems Analysis, Microsoft Word, ODBC, Troubleshooting, System Testing, Team Building, Leadership, Microsoft Office, SharePoint, Technical Support, Process Improvement, Customer Service, PowerPoint, Analysis, Social Media, Public Speaking, Time Management, Outlook
Education
The University of Memphis 2011 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General
Southwest Tennessee Community College 2005 — 2006
Information Technology
The University of Memphis 2001 — 2004
Bachelor of Business Administration (B.B.A.), Information Technology
Don Burrows, Jr. Don Burrows, Jr.'s Raymond James Financial Inc. Experience July 1997 - September 1999
Job Senior Vice President | Institutional Fixed Income | Investment Adviser
Industry Investment Management
Experience
Southwest Securities, Inc. March 2012 - Present
Wells Fargo Advisors July 2000 - March 2012
UBS Investment Bank September 1999 - July 2000
Raymond James Financial Inc. July 1997 - September 1999
First Southwest Company January 1995 - August 1997
University National Bank June 1989 - March 1993
First Bancshares of Texas, Inc. June 1987 - June 1989
Skills
Investments, Portfolio Management, Series 7, Investment Banking, Financial Planning, Banking, Asset Management, Trading, Family Office, Investment Management, Strategic Financial..., Fixed Asset Management, ETFs, Fixed Income Strategies, Private Banking
Education
Southern Methodist University 1989 — 1991
Southwestern Graduate School of Banking
Stephen F. Austin State University 1983 — 1987
Galveston Ball High School
Southwest Securities, Inc. March 2012 - Present
Wells Fargo Advisors July 2000 - March 2012
UBS Investment Bank September 1999 - July 2000
Raymond James Financial Inc. July 1997 - September 1999
First Southwest Company January 1995 - August 1997
University National Bank June 1989 - March 1993
First Bancshares of Texas, Inc. June 1987 - June 1989
Skills
Investments, Portfolio Management, Series 7, Investment Banking, Financial Planning, Banking, Asset Management, Trading, Family Office, Investment Management, Strategic Financial..., Fixed Asset Management, ETFs, Fixed Income Strategies, Private Banking
Education
Southern Methodist University 1989 — 1991
Southwestern Graduate School of Banking
Stephen F. Austin State University 1983 — 1987
Galveston Ball High School
Edel Trejo Edel Trejo's Raymond James Financial Inc. Experience June 2008 - July 2009
Job Asset Manager at Nationstar Mortgage
Industry Financial Services
Experience
Keller Williams Realty, Inc. March 2015 - Present
Nationstar Mortgage November 2011 - May 2014
Nationstar Mortgage December 2010 - November 2011
Nationstar Mortgage February 2010 - November 2010
Nationstar Mortgage November 2009 - January 2010
Raymond James Financial Inc. June 2008 - July 2009
Skills
Credit Analysis, Mortgage Servicing, Finance, Residential Mortgages, Portfolio Management, Credit Risk, Loan Servicing, Microsoft Excel, Variance Analysis, Forecasting, Financial Analysis, Risk Analysis, Mortgage Lending, Analysis
Education
Southern Methodist University 2005 — 2009
Bachelor's degree
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Southern Methodist University - Dedman College of Humanities & Sciences 2005 — 2009
Bachelor of Science (BS), Economics with Financial Applications
Southern Methodist University - Dedman College of Humanities & Sciences 2005 — 2009
Bachelor of Arts (BA), Foreign Languages and Literatures
Keller Williams Realty, Inc. March 2015 - Present
Nationstar Mortgage November 2011 - May 2014
Nationstar Mortgage December 2010 - November 2011
Nationstar Mortgage February 2010 - November 2010
Nationstar Mortgage November 2009 - January 2010
Raymond James Financial Inc. June 2008 - July 2009
Skills
Credit Analysis, Mortgage Servicing, Finance, Residential Mortgages, Portfolio Management, Credit Risk, Loan Servicing, Microsoft Excel, Variance Analysis, Forecasting, Financial Analysis, Risk Analysis, Mortgage Lending, Analysis
Education
Southern Methodist University 2005 — 2009
Bachelor's degree
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Southern Methodist University - Dedman College of Humanities & Sciences 2005 — 2009
Bachelor of Science (BS), Economics with Financial Applications
Southern Methodist University - Dedman College of Humanities & Sciences 2005 — 2009
Bachelor of Arts (BA), Foreign Languages and Literatures
Kelsey Knobloch Kelsey Knobloch's Raymond James Financial Inc. Experience May 2012 - July 2012
Job Analyst at Woods Capital Management, LLC.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - July 2012
GE Power & Water June 2011 - August 2011
Wells Fargo Advisors September 2010 - May 2011
Skills
Portfolio Management, Microsoft Excel, Finance, Strategy, Mergers & Acquisitions, Investment Banking, Capital Markets, Financial Modeling, Data Analysis, Financial Analysis, Corporate Finance, Investments, Leadership
Education
Southern Methodist University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 4.0
Raymond James Financial Inc. May 2012 - July 2012
GE Power & Water June 2011 - August 2011
Wells Fargo Advisors September 2010 - May 2011
Skills
Portfolio Management, Microsoft Excel, Finance, Strategy, Mergers & Acquisitions, Investment Banking, Capital Markets, Financial Modeling, Data Analysis, Financial Analysis, Corporate Finance, Investments, Leadership
Education
Southern Methodist University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 4.0
Andrea Mungo Andrea Mungo's Raymond James Financial Inc. Experience May 2008 - February 2014
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC March 2014 - July 2014
Raymond James Financial Inc. May 2008 - February 2014
BB&T January 2006 - May 2008
T. Rowe Price October 2003 - March 2005
Education
St. Petersburg College
Edward Jones July 2014 - Present
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC March 2014 - July 2014
Raymond James Financial Inc. May 2008 - February 2014
BB&T January 2006 - May 2008
T. Rowe Price October 2003 - March 2005
Education
St. Petersburg College
Hank Wall, CRPC® Hank Wall, CRPC®'s Raymond James Financial Inc. Experience October 2014 - Present
Job Financial Advisor at Louisville Capital Advisors of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
Raymond James Financial Inc. May 2014 - October 2014
Raymond James Financial Inc. February 2013 - May 2014
Paramount Access Advisors, LLC June 2012 - February 2013
Chapwood Capital Investment Management June 2012 - February 2013
Chapwood Capital Investment Management January 2012 - May 2012
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration, Finance
St. Xavier High School, Louisville, KY 2004 — 2008
Raymond James Financial Inc. October 2014 - Present
Raymond James Financial Inc. May 2014 - October 2014
Raymond James Financial Inc. February 2013 - May 2014
Paramount Access Advisors, LLC June 2012 - February 2013
Chapwood Capital Investment Management June 2012 - February 2013
Chapwood Capital Investment Management January 2012 - May 2012
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration, Finance
St. Xavier High School, Louisville, KY 2004 — 2008
Brittany Crenshaw's Raymond James Financial Inc. Experience September 2013 - Present
Job Insurance Sales Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2013 - Present
Outback Steakhouse October 2006 - August 2013
Youfit Health Clubs January 2009 - November 2010
Skills
Customer Service, Sales, Insurance, Life & Health Insurance..., Annuity Sales, Life Insurance, Financial Services, Finance, Investments, Marketing, Fixed Annuities, Retirement Planning, Financial Planning, Microsoft Office, Time Management
Education
University of South Florida 2011 — 2013
Bachelor's degree, Business Administration and Management, General
St. Petersburg College 2007 — 2010
Associate's degree, General Studies
Raymond James Financial Inc. September 2013 - Present
Outback Steakhouse October 2006 - August 2013
Youfit Health Clubs January 2009 - November 2010
Skills
Customer Service, Sales, Insurance, Life & Health Insurance..., Annuity Sales, Life Insurance, Financial Services, Finance, Investments, Marketing, Fixed Annuities, Retirement Planning, Financial Planning, Microsoft Office, Time Management
Education
University of South Florida 2011 — 2013
Bachelor's degree, Business Administration and Management, General
St. Petersburg College 2007 — 2010
Associate's degree, General Studies
Cathy Waters Cathy Waters's Raymond James Financial Inc. Experience March 2003 - October 2003
Job Organizational Capability & Effectiveness Administrator at PSCU
Industry Financial Services
Experience
PSCU August 2013 - Present
Central Vacuum Stores February 2013 - August 2013
RE/MAX Metro April 2011 - February 2013
ITT Technical Institute April 2011 - December 2011
Central Vacuum Stores March 2005 - December 2010
Central Vacuum Stores October 2003 - March 2005
Raymond James Financial Inc. March 2003 - October 2003
Raymond James Financial Inc. July 1999 - March 2003
Skills
Excel, Microsoft Office, Word, Outlook, Research, Spanish, Problem Solving, Photoshop, Administration, Microsoft Word, Management, Microsoft Excel, System Administration, Customer Service, Nonprofits, Process Improvement, Editing, Leadership, Data Entry, Project Management, Team Building, PowerPoint, Social Media, Event Planning
Education
St. Petersburg College 2004 — 2006
Certificate, Web Design
St. Petersburg College 2000 — 2004
Associates, Humanities
PSCU August 2013 - Present
Central Vacuum Stores February 2013 - August 2013
RE/MAX Metro April 2011 - February 2013
ITT Technical Institute April 2011 - December 2011
Central Vacuum Stores March 2005 - December 2010
Central Vacuum Stores October 2003 - March 2005
Raymond James Financial Inc. March 2003 - October 2003
Raymond James Financial Inc. July 1999 - March 2003
Skills
Excel, Microsoft Office, Word, Outlook, Research, Spanish, Problem Solving, Photoshop, Administration, Microsoft Word, Management, Microsoft Excel, System Administration, Customer Service, Nonprofits, Process Improvement, Editing, Leadership, Data Entry, Project Management, Team Building, PowerPoint, Social Media, Event Planning
Education
St. Petersburg College 2004 — 2006
Certificate, Web Design
St. Petersburg College 2000 — 2004
Associates, Humanities
James Donovan Mulvey James Donovan Mulvey's Raymond James Financial Inc. Experience August 2006 - May 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Merrill Lynch May 2008 - December 2013
Raymond James Financial Inc. August 2006 - May 2008
Glacier National Park May 2006 - July 2006
Education
Spring Hill College 2004 — 2008
Finance and Economics
Ameriprise Financial Services, Inc. December 2013 - Present
Merrill Lynch May 2008 - December 2013
Raymond James Financial Inc. August 2006 - May 2008
Glacier National Park May 2006 - July 2006
Education
Spring Hill College 2004 — 2008
Finance and Economics
Amy Pugh Amy Pugh's Raymond James Financial Inc. Experience May 2014 - Present
Job Regional Technology Consultant
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Potential2Lite July 2012 - Present
Raymond James Financial Inc. November 1998 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Coaching
Education
St. Petersburg College
Raymond James Financial Inc. May 2014 - Present
Potential2Lite July 2012 - Present
Raymond James Financial Inc. November 1998 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Coaching
Education
St. Petersburg College
Deborah Roth-Heger Deborah Roth-Heger's Raymond James Financial Inc. Experience June 2004 - June 2006
Job Financial Services Professional
Industry Financial Services
Experience
Cadamar Group July 2014 - Present
Manage Rental Property January 2007 - Present
Salon N’ Nash December 2006 - June 2014
Rainbow Village Travel Trailer Park June 2006 - December 2006
Raymond James Financial Inc. June 2004 - June 2006
Raymond James Financial Inc. September 1999 - June 2004
First Data Resources January 1999 - September 1999
John Harland Co May 1995 - December 1998
Fiserv, Inc April 1989 - May 1995
First Federal Savings and Loan of Largo May 1983 - April 1989
Skills
Office Automation, Analysis, Software Documentation, Oral & Written..., Microsoft Office, Software Project..., System Testing, User Acceptance Testing, Management, Training, Property Management, Financial Services, Banking, Finance, Investments, Securities, Equities, Wealth Management, Fixed Income, Risk Management, Mutual Funds
Education
St. Petersburg College 2002 — 2004
Bachelor of Applied Science, Technology Management
St. Petersburg College
Associate, Arts – Business
Cadamar Group July 2014 - Present
Manage Rental Property January 2007 - Present
Salon N’ Nash December 2006 - June 2014
Rainbow Village Travel Trailer Park June 2006 - December 2006
Raymond James Financial Inc. June 2004 - June 2006
Raymond James Financial Inc. September 1999 - June 2004
First Data Resources January 1999 - September 1999
John Harland Co May 1995 - December 1998
Fiserv, Inc April 1989 - May 1995
First Federal Savings and Loan of Largo May 1983 - April 1989
Skills
Office Automation, Analysis, Software Documentation, Oral & Written..., Microsoft Office, Software Project..., System Testing, User Acceptance Testing, Management, Training, Property Management, Financial Services, Banking, Finance, Investments, Securities, Equities, Wealth Management, Fixed Income, Risk Management, Mutual Funds
Education
St. Petersburg College 2002 — 2004
Bachelor of Applied Science, Technology Management
St. Petersburg College
Associate, Arts – Business
Michael Pinkston Michael Pinkston's Raymond James Financial Inc. Experience March 2013 - Present
Job Portfolio Account Administrator at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2013 - Present
Brooks Brothers June 2005 - November 2013
Spruill Luxury Realty January 2011 - April 2011
Vector Marketing October 2004 - April 2005
Education
The University of Memphis 2007 — 2011
Bachelor of Business Administration (BBA), Business Finance
Southwest Tennessee Community College 2003 — 2007
Associate of Science (A.S.), Business Administration
Raymond James Financial Inc. March 2013 - Present
Brooks Brothers June 2005 - November 2013
Spruill Luxury Realty January 2011 - April 2011
Vector Marketing October 2004 - April 2005
Education
The University of Memphis 2007 — 2011
Bachelor of Business Administration (BBA), Business Finance
Southwest Tennessee Community College 2003 — 2007
Associate of Science (A.S.), Business Administration
Janet Shewmaker Janet Shewmaker's Raymond James Financial Inc. Experience May 2012 - April 2013
Job IT Analyst / PMP
Industry Financial Services
Experience
T. Rowe Price July 2015 - Present
TEKsystems June 2013 - June 2015
Raymond James Financial Inc. May 2012 - April 2013
Raymond James Financial Inc. June 2006 - May 2012
Raymond James Financial Inc. March 2001 - June 2006
Raymond James Financial Inc. January 1999 - March 2001
Raymond James Financial Inc. October 1996 - January 1999
Skills
SDLC, Visio, SQL, Business Analysis, Requirements Analysis, SharePoint, Microsoft SQL Server, Process Improvement, Equities, Software Project..., Requirements Gathering, Software Development, Management, Leadership, Customer Service, Microsoft Office, Quality Assurance, Elicitation, Business Process, IT Management, Analytic Problem Solving, Collaborative Problem..., Business Requirements, Testing, Access, Project Planning, Training, PMP, User Acceptance Testing, Troubleshooting, Analysis, Data Analysis, Resource Management, Software Documentation, Systems Analysis
Education
St. Petersburg College
Microsoft Certified Solutions Developer (MCSD) Certificate
T. Rowe Price July 2015 - Present
TEKsystems June 2013 - June 2015
Raymond James Financial Inc. May 2012 - April 2013
Raymond James Financial Inc. June 2006 - May 2012
Raymond James Financial Inc. March 2001 - June 2006
Raymond James Financial Inc. January 1999 - March 2001
Raymond James Financial Inc. October 1996 - January 1999
Skills
SDLC, Visio, SQL, Business Analysis, Requirements Analysis, SharePoint, Microsoft SQL Server, Process Improvement, Equities, Software Project..., Requirements Gathering, Software Development, Management, Leadership, Customer Service, Microsoft Office, Quality Assurance, Elicitation, Business Process, IT Management, Analytic Problem Solving, Collaborative Problem..., Business Requirements, Testing, Access, Project Planning, Training, PMP, User Acceptance Testing, Troubleshooting, Analysis, Data Analysis, Resource Management, Software Documentation, Systems Analysis
Education
St. Petersburg College
Microsoft Certified Solutions Developer (MCSD) Certificate
Jacquelyn Kesig's Raymond James Financial Inc. Experience January 2015 - Present
Job Sales Support at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. November 2013 - January 2015
Hit Promotional Products 2011 - 2013
Skills
Customer Service, Data Entry, Outlook, Microsoft Office, Troubleshooting, Microsoft Excel, Technical Support, Microsoft Word, Sales, PowerPoint, Team Building, Account Management, Sales Operations
Education
St. Petersburg College 2011 — 2015
Associate of Arts (A.A.), Finance, General
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. November 2013 - January 2015
Hit Promotional Products 2011 - 2013
Skills
Customer Service, Data Entry, Outlook, Microsoft Office, Troubleshooting, Microsoft Excel, Technical Support, Microsoft Word, Sales, PowerPoint, Team Building, Account Management, Sales Operations
Education
St. Petersburg College 2011 — 2015
Associate of Arts (A.A.), Finance, General
John Schramm John Schramm's Raymond James Financial Inc. Experience March 2013 - Present
Job Senior Programmer
Industry Banking
Experience
Raymond James Financial Inc. March 2013 - Present
Citigroup August 1999 - March 2013
Salomon Brothers June 1989 - April 1998
Skills
C#, SQL, WCF, Web Service Development
Education
University of South Florida 1998 — 1999
BS, Management Information Systems, General
Southern New Hampshire University 1985 — 1989
Bachelor of Science (BS), Economics
Raymond James Financial Inc. March 2013 - Present
Citigroup August 1999 - March 2013
Salomon Brothers June 1989 - April 1998
Skills
C#, SQL, WCF, Web Service Development
Education
University of South Florida 1998 — 1999
BS, Management Information Systems, General
Southern New Hampshire University 1985 — 1989
Bachelor of Science (BS), Economics
Ann A. Connolly, CFP(R) Ann A. Connolly, CFP(R)'s Raymond James Financial Inc. Experience April 1999 - Present
Job Financial Planner serving families and corporate executives with retirement income planning and asset preservation
Industry Investment Management
Experience
Raymond James Financial Inc. April 1999 - Present
Skills
Wealth Management, Investment Advisory, Investments, Asset Management, Equities, Portfolio Management, Asset Allocation, Investment Strategies, Mutual Funds, Fixed Income, Hedge Funds, Retirement Planning, Wealth Management..., Bloomberg, Alternative Investments, Trading, Strategic Financial..., Investment Management, Bonds, Financial Markets
Education
St. Edward's University 1987 — 1988
Bachelor of Business Administration (BBA), Marketing
Trinity University 1983 — 1986
Marketing
Raymond James Financial Inc. April 1999 - Present
Skills
Wealth Management, Investment Advisory, Investments, Asset Management, Equities, Portfolio Management, Asset Allocation, Investment Strategies, Mutual Funds, Fixed Income, Hedge Funds, Retirement Planning, Wealth Management..., Bloomberg, Alternative Investments, Trading, Strategic Financial..., Investment Management, Bonds, Financial Markets
Education
St. Edward's University 1987 — 1988
Bachelor of Business Administration (BBA), Marketing
Trinity University 1983 — 1986
Marketing
Herbert Jackson Jr. Herbert Jackson Jr.'s Raymond James Financial Inc. Experience April 2012 - Present
Job Minister/Asst. Pastor of River of Life Church
Industry Religious Institutions
Experience
River of Life Church, Memphis October 2012 - Present
Raymond James Financial Inc. April 2012 - Present
Skills
Teaching, Theology, Pastoral Care, Non-profits, Discipleship, Microsoft Excel, Customer Service, Event Planning, Leadership Development
Education
Victory University 2011 — 2014
Christian Ministries
Southwest Tennessee Community College 1999 — 2001
River of Life Church, Memphis October 2012 - Present
Raymond James Financial Inc. April 2012 - Present
Skills
Teaching, Theology, Pastoral Care, Non-profits, Discipleship, Microsoft Excel, Customer Service, Event Planning, Leadership Development
Education
Victory University 2011 — 2014
Christian Ministries
Southwest Tennessee Community College 1999 — 2001
Amy Giberson Amy Giberson's Raymond James Financial Inc. Experience December 2014 - Present
Job Regional Management Executive Assistant, West Coast @ Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. May 2014 - Present
Smith & Nephew September 2012 - October 2013
The Eye Institute of West Florida October 2008 - September 2012
Neiman Marcus October 2007 - October 2008
Power Design Incorporated August 2004 - October 2007
Skills
Outlook, Word, PowerPoint, Customer Service, Microsoft Office, Mac OS X, Quickbooks, QuickBooks, Microsoft Word, OS X, Process Scheduler, Human Resources, Social Networking, Marketing, Recruiting, Office Management, Strategic Planning, Management, Teamwork, Team Building, Event Planning, Training, Microsoft Excel, Employee Relations
Education
University of South Florida 2010 — 2013
B.S., Criminology
St. Petersburg College
Education
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. May 2014 - Present
Smith & Nephew September 2012 - October 2013
The Eye Institute of West Florida October 2008 - September 2012
Neiman Marcus October 2007 - October 2008
Power Design Incorporated August 2004 - October 2007
Skills
Outlook, Word, PowerPoint, Customer Service, Microsoft Office, Mac OS X, Quickbooks, QuickBooks, Microsoft Word, OS X, Process Scheduler, Human Resources, Social Networking, Marketing, Recruiting, Office Management, Strategic Planning, Management, Teamwork, Team Building, Event Planning, Training, Microsoft Excel, Employee Relations
Education
University of South Florida 2010 — 2013
B.S., Criminology
St. Petersburg College
Education
Eric Carroll Eric Carroll's Raymond James Financial Inc. Experience May 2015 - Present
Job Annuity Sales Support Manager
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
The PenFacs Group May 2013 - May 2015
Raymond James Financial Inc. January 2013 - April 2013
Raymond James Insurance Group June 2009 - December 2012
AIG American General Financial Services March 2008 - May 2009
Carroll's Building Materials, Inc June 1999 - March 2008
Carroll's Building Material's 1999 - 2008
Franklin Templeton Investments March 2007 - June 2007
Skills
Mutual Funds, Investments, Insurance, Series 7, Building Relationships, Financial Markets, Annuities, Long-term Care, Series 24, Disability Insurance, Variable Annuities, Term Life Insurance, IRAs, Life Insurance, Long Term Care Insurance, Series 63, Retirement Planning, Wealth Management, Sales, Strategic Financial..., Underwriting, High Net Worth..., Whole Life, Retirement, Risk Management, Estate Planning
Education
University of South Florida 2005 — 2007
Bachelors, Finance and Economics
St. Petersburg College 2002 — 2005
Associates, Buisness Administration
Raymond James Financial, Inc. May 2015 - Present
The PenFacs Group May 2013 - May 2015
Raymond James Financial Inc. January 2013 - April 2013
Raymond James Insurance Group June 2009 - December 2012
AIG American General Financial Services March 2008 - May 2009
Carroll's Building Materials, Inc June 1999 - March 2008
Carroll's Building Material's 1999 - 2008
Franklin Templeton Investments March 2007 - June 2007
Skills
Mutual Funds, Investments, Insurance, Series 7, Building Relationships, Financial Markets, Annuities, Long-term Care, Series 24, Disability Insurance, Variable Annuities, Term Life Insurance, IRAs, Life Insurance, Long Term Care Insurance, Series 63, Retirement Planning, Wealth Management, Sales, Strategic Financial..., Underwriting, High Net Worth..., Whole Life, Retirement, Risk Management, Estate Planning
Education
University of South Florida 2005 — 2007
Bachelors, Finance and Economics
St. Petersburg College 2002 — 2005
Associates, Buisness Administration
Charles Stanton, WMS® Charles Stanton, WMS®'s Raymond James Financial Inc. Experience January 2015 - Present
Job Trading Specialist for Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. May 2014 - January 2015
Raymond James & Associates, Inc May 2011 - May 2014
Federal Express August 2006 - May 2011
Skills
Logistics, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Finance, Outlook, Inventory Management, Business Planning, Insurance, Call Centers, Customer Satisfaction, Series 7, Equity Trading, Mutual Funds, Fixed Income, Wealth Management
Education
St. Petersburg College
Business and Personal/Financial Services Marketing Operations
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. May 2014 - January 2015
Raymond James & Associates, Inc May 2011 - May 2014
Federal Express August 2006 - May 2011
Skills
Logistics, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Finance, Outlook, Inventory Management, Business Planning, Insurance, Call Centers, Customer Satisfaction, Series 7, Equity Trading, Mutual Funds, Fixed Income, Wealth Management
Education
St. Petersburg College
Business and Personal/Financial Services Marketing Operations
Todd Hochman's Raymond James Financial Inc. Experience December 2011 - Present
Job Vice President & Associate Corporate Counsel at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. December 2011 - Present
West Windsor-Plainsboro Board of Education 2009 - 2012
Prudential Financial 2005 - 2010
Prudential Financial 1999 - 2005
American International Group 1993 - 1999
Godwins Inc. (now Aon Consulting) 1988 - 1992
Todtman, Epstein, Young, Goldstein & Tunick, P.C. 1987 - 1988
Hayt, Hayt & Landau 1985 - 1987
New York State Insurance Department 1980 - 1981
Skills
ERISA, Securities, FINRA, Mutual Funds, Insurance, Series 7, Securities Regulation, Pensions, Investment Advisory, Retirement, Series 63, 401k, Employee Benefits, Defined Benefit, Investments, Defined Contribution, Fixed Annuities, Mergers & Acquisitions, Claim, Risk Management
Education
St. John's University School of Law 1981 — 1984
Juris Doctor
Stony Brook University 1977 — 1981
Bachelor of Science, Applied Mathematics and Statistics / Economics
Raymond James Financial Inc. December 2011 - Present
West Windsor-Plainsboro Board of Education 2009 - 2012
Prudential Financial 2005 - 2010
Prudential Financial 1999 - 2005
American International Group 1993 - 1999
Godwins Inc. (now Aon Consulting) 1988 - 1992
Todtman, Epstein, Young, Goldstein & Tunick, P.C. 1987 - 1988
Hayt, Hayt & Landau 1985 - 1987
New York State Insurance Department 1980 - 1981
Skills
ERISA, Securities, FINRA, Mutual Funds, Insurance, Series 7, Securities Regulation, Pensions, Investment Advisory, Retirement, Series 63, 401k, Employee Benefits, Defined Benefit, Investments, Defined Contribution, Fixed Annuities, Mergers & Acquisitions, Claim, Risk Management
Education
St. John's University School of Law 1981 — 1984
Juris Doctor
Stony Brook University 1977 — 1981
Bachelor of Science, Applied Mathematics and Statistics / Economics
Melissa Kowalchik Dougherty Melissa Kowalchik Dougherty's Raymond James Financial Inc. Experience June 2010 - August 2012
Job Pricing Analyst at Passport Health Communications
Industry Health, Wellness and Fitness
Experience
Passport Health Communications January 2015 - Present
Onlife Health August 2012 - January 2015
Raymond James Financial Inc. June 2010 - August 2012
Chapwood Capital Investment Management 2009 - 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Business Valuation, Investment Banking
Education
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Passport Health Communications January 2015 - Present
Onlife Health August 2012 - January 2015
Raymond James Financial Inc. June 2010 - August 2012
Chapwood Capital Investment Management 2009 - 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Business Valuation, Investment Banking
Education
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Jessie Maddux Jessie Maddux's Raymond James Financial Inc. Experience 2005 - 2006
Job Student, University of Alabama
Industry Health, Wellness and Fitness
Experience
Aramark Gator Dining Services 2007 - 2008
PSCU 2006 - 2007
Raymond James Financial Inc. 2005 - 2006
Chase 2001 - 2005
Skills
Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Teaching, Research, English, Windows, Wellness, Editing, Healthcare, Nutrition
Education
University of Alabama 2013 — 2015
Bachelor of Science (B.S.), Food Science and Nutrition
St. Petersburg College 2007 — 2012
Bachelor of Applied Science (BASc), Sustainability Management
Aramark Gator Dining Services 2007 - 2008
PSCU 2006 - 2007
Raymond James Financial Inc. 2005 - 2006
Chase 2001 - 2005
Skills
Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Teaching, Research, English, Windows, Wellness, Editing, Healthcare, Nutrition
Education
University of Alabama 2013 — 2015
Bachelor of Science (B.S.), Food Science and Nutrition
St. Petersburg College 2007 — 2012
Bachelor of Applied Science (BASc), Sustainability Management
Chelsea DeVito Chelsea DeVito's Raymond James Financial Inc. Experience May 2012 - October 2014
Job Online Media Consultant at ArchiFX LLC
Industry Financial Services
Experience
Archi FX LLC October 2014 - Present
Raymond James Financial Inc. May 2012 - October 2014
Archi FX LLC January 2011 - April 2013
Wachovia, A Wells Fargo Company October 2009 - January 2011
HSN January 2008 - October 2009
Skills
Microsoft Excel, Microsoft Office, Social Media, Outlook, Microsoft Word, Customer Service, Financial Analysis, Social Networking, Access, Accounts Payable, Accounting, Account Reconciliation, Auditing, Budgets, Analysis, PowerPoint, Leadership, Teamwork, Software Documentation, Data Analysis, Data Entry, Time Management, Management
Education
St. Petersburg College 2002 — 2004
Associate in Arts, General Education
Archi FX LLC October 2014 - Present
Raymond James Financial Inc. May 2012 - October 2014
Archi FX LLC January 2011 - April 2013
Wachovia, A Wells Fargo Company October 2009 - January 2011
HSN January 2008 - October 2009
Skills
Microsoft Excel, Microsoft Office, Social Media, Outlook, Microsoft Word, Customer Service, Financial Analysis, Social Networking, Access, Accounts Payable, Accounting, Account Reconciliation, Auditing, Budgets, Analysis, PowerPoint, Leadership, Teamwork, Software Documentation, Data Analysis, Data Entry, Time Management, Management
Education
St. Petersburg College 2002 — 2004
Associate in Arts, General Education
Brian Russell, CISSP Brian Russell, CISSP's Raymond James Financial Inc. Experience September 2014 - Present
Job Security Systems Engineer at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. September 2014 - Present
URS Corporation August 2013 - September 2014
Raymond James Financial Inc. November 2009 - August 2013
Raymond James Financial Inc. June 2007 - November 2009
Mortgage Investors Corporation February 2007 - June 2007
Century 21 Mills First October 2003 - February 2007
Skills
PKI, Identity Management, Siteminder, IIS, SSO, Active Directory, Windows Server, RSA SecurID, Multi-factor..., Smart Cards, Novell Access Manager, OS X, SAML 2.0, Identity Federation, DLP, ADFS, NetIQ, IDaaS, Disaster Recovery, Enterprise Architecture, Information Security, Microsoft SQL Server, NetIQ AppManager, SDLC, SQL, Servers, Security, Troubleshooting, Visio, SharePoint
Education
St. Petersburg College
Associate of Arts and Sciences (AAS), Information Technology
Raymond James Financial Inc. September 2014 - Present
URS Corporation August 2013 - September 2014
Raymond James Financial Inc. November 2009 - August 2013
Raymond James Financial Inc. June 2007 - November 2009
Mortgage Investors Corporation February 2007 - June 2007
Century 21 Mills First October 2003 - February 2007
Skills
PKI, Identity Management, Siteminder, IIS, SSO, Active Directory, Windows Server, RSA SecurID, Multi-factor..., Smart Cards, Novell Access Manager, OS X, SAML 2.0, Identity Federation, DLP, ADFS, NetIQ, IDaaS, Disaster Recovery, Enterprise Architecture, Information Security, Microsoft SQL Server, NetIQ AppManager, SDLC, SQL, Servers, Security, Troubleshooting, Visio, SharePoint
Education
St. Petersburg College
Associate of Arts and Sciences (AAS), Information Technology
Ann Ullery Ann Ullery's Raymond James Financial Inc. Experience February 1994 - March 2001
Job Owner at Twin Palms Seasonal Rentals
Industry Hospital & Health Care
Experience
Twin Palms Seasonal Rentals March 2007 - Present
Florida Hospital North Pinellas September 2006 - January 2015
Raymond James Financial Inc. February 1994 - March 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, HTML, Data Entry, Public Relations, Public Speaking, Administrative..., Social Media, Healthcare, Team Building, Budgets, Strategic Planning
Education
University of South Florida 1990 — 1992
Bachelor of Arts, Elementary Education and Teaching
St. Petersburg College 1985 — 1988
Bachelor's degree, Business Administration, Management and Operations
Nemacolin Elementary School
Nemacolin Elementary School
Twin Palms Seasonal Rentals March 2007 - Present
Florida Hospital North Pinellas September 2006 - January 2015
Raymond James Financial Inc. February 1994 - March 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, HTML, Data Entry, Public Relations, Public Speaking, Administrative..., Social Media, Healthcare, Team Building, Budgets, Strategic Planning
Education
University of South Florida 1990 — 1992
Bachelor of Arts, Elementary Education and Teaching
St. Petersburg College 1985 — 1988
Bachelor's degree, Business Administration, Management and Operations
Nemacolin Elementary School
Nemacolin Elementary School
Janna McFall Janna McFall's Raymond James Financial Inc. Experience April 2015 - Present
Job Support Specialist III at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2015 - Present
Raymond James Financial Inc. October 2010 - June 2015
CompanyBranch Banking & Trust June 2002 - August 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, English, Photoshop, Outlook, Windows, HTML, Budgets, PowerPoint, OneSource, Troubleshooting
Education
St. Petersburg College
Wolverine High School
Raymond James Financial, Inc. April 2015 - Present
Raymond James Financial Inc. October 2010 - June 2015
CompanyBranch Banking & Trust June 2002 - August 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, English, Photoshop, Outlook, Windows, HTML, Budgets, PowerPoint, OneSource, Troubleshooting
Education
St. Petersburg College
Wolverine High School
Brendan Crawford Brendan Crawford's Raymond James Financial Inc. Experience June 2012 - Present
Job Trading Support Associate II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2012 - Present
Publix Supermarket March 2004 - July 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Retail, Merchandising, Inventory Management, Strategic Planning, World Class Customer..., Highly Reliable, Role Model, Interpersonal Skills, Intrapersonal Skills
Education
St. Petersburg College 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Management and Organizational Leadership, 3.9
Raymond James Financial Inc. June 2012 - Present
Publix Supermarket March 2004 - July 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Retail, Merchandising, Inventory Management, Strategic Planning, World Class Customer..., Highly Reliable, Role Model, Interpersonal Skills, Intrapersonal Skills
Education
St. Petersburg College 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Management and Organizational Leadership, 3.9
Megan McGrane's Raymond James Financial Inc. Experience July 2004 - August 2005
Job Assistant to the Chair in Computer Science at Cornell University
Industry Higher Education
Experience
Cornell University August 2012 - Present
Florida Gulf Coast University March 2010 - August 2012
McGee & Associates, Inc. August 2005 - March 2010
Raymond James Financial Inc. July 2004 - August 2005
Skills
Microsoft Office, Adobe Creative Suite, Dreamweaver, Banner Finance, Cognos, Touchnet Software, QuickBooks, Constant Contact, iWork, PowerPoint, Social Media, Higher Education, Event Planning, Editing
Education
Southwest Florida College 2003 — 2005
Associate of Science (AS), Graphic Design
Cornell University August 2012 - Present
Florida Gulf Coast University March 2010 - August 2012
McGee & Associates, Inc. August 2005 - March 2010
Raymond James Financial Inc. July 2004 - August 2005
Skills
Microsoft Office, Adobe Creative Suite, Dreamweaver, Banner Finance, Cognos, Touchnet Software, QuickBooks, Constant Contact, iWork, PowerPoint, Social Media, Higher Education, Event Planning, Editing
Education
Southwest Florida College 2003 — 2005
Associate of Science (AS), Graphic Design
Dick Snell Dick Snell's Raymond James Financial Inc. Experience August 1987 - April 2013
Job Technology Professional
Industry Information Technology and Services
Experience
Raymond James Financial Inc. August 1987 - April 2013
Independent Contract Systems Analyst April 1986 - August 1987
Computerized Business Solutions June 1983 - April 1986
Skills
Oracle, Microsoft SQL Server, Databases, Unix, Program Management, Visual Basic, SQL, Informix, Systems Analysis, Unix Shell Scripting, Business Analysis, Testing
Education
University of South Florida
BET, Electronic Engineering Technology
St. Petersburg College
Associate of Science (A.S.), Electrical, Electronic and Communications Engineering Technology/Technician
Raymond James Financial Inc. August 1987 - April 2013
Independent Contract Systems Analyst April 1986 - August 1987
Computerized Business Solutions June 1983 - April 1986
Skills
Oracle, Microsoft SQL Server, Databases, Unix, Program Management, Visual Basic, SQL, Informix, Systems Analysis, Unix Shell Scripting, Business Analysis, Testing
Education
University of South Florida
BET, Electronic Engineering Technology
St. Petersburg College
Associate of Science (A.S.), Electrical, Electronic and Communications Engineering Technology/Technician
Lance Hausman Lance Hausman's Raymond James Financial Inc. Experience June 1996 - August 2006
Job Dunbar Special Services at Dunbar Armored
Industry Transportation/Trucking/Railroad
Experience
Dunbar Armored May 2011 - Present
Raymond James Financial Inc. June 1996 - August 2006
Morgan Stanley 1984 - 1996
Merrill Lynch January 1979 - 1984
Harter Corp 1976 - 1979
Daystrom Furniture 1970 - 1978
Skills
Customer Service, Customer Satisfaction, Operations Management, Microsoft Office, Process Improvement, Microsoft Excel, Expert...
Education
Southern Illinois University, Carbondale
Dunbar Armored May 2011 - Present
Raymond James Financial Inc. June 1996 - August 2006
Morgan Stanley 1984 - 1996
Merrill Lynch January 1979 - 1984
Harter Corp 1976 - 1979
Daystrom Furniture 1970 - 1978
Skills
Customer Service, Customer Satisfaction, Operations Management, Microsoft Office, Process Improvement, Microsoft Excel, Expert...
Education
Southern Illinois University, Carbondale
Jennifer Gleason Jennifer Gleason's Raymond James Financial Inc. Experience November 2013 - Present
Job Asset ManagementInstitutional research analyst
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Raymond James October 2011 - November 2013
The Home Depot July 2007 - August 2010
Skills
Management, Leadership, Time Management, Customer Service, Research, Strategic Financial..., Asset Management, Project Planning, Financial Services, Microsoft Excel, Merchandising, Forecasting, Budgets, Sales Management, Cash Management, Financial Analysis, Banking, Retail, Income Statement, Analysis
Education
St. Petersburg College 2006 — 2011
Bachelors of International Business, Business, 3.5+
Raymond James Financial Inc. November 2013 - Present
Raymond James October 2011 - November 2013
The Home Depot July 2007 - August 2010
Skills
Management, Leadership, Time Management, Customer Service, Research, Strategic Financial..., Asset Management, Project Planning, Financial Services, Microsoft Excel, Merchandising, Forecasting, Budgets, Sales Management, Cash Management, Financial Analysis, Banking, Retail, Income Statement, Analysis
Education
St. Petersburg College 2006 — 2011
Bachelors of International Business, Business, 3.5+
Brian Nipper Brian Nipper's Raymond James Financial Inc. Experience June 2011 - August 2012
Job Application Architect at Bloomin' Brands, Inc.
Industry Hospitality
Experience
Bloomin' Brands, Inc. February 2015 - Present
Bloomin' Brands, Inc. May 2013 - February 2015
Bloomin' Brands, Inc. August 2012 - May 2013
Raymond James Financial Inc. June 2011 - August 2012
Raymond James Financial Inc. January 2010 - June 2011
Raymond James Financial Inc. October 2008 - January 2010
Brash Web Design August 2006 - September 2009
Raymond James Financial Inc. 2005 - October 2008
Raymond James Financial Inc. 2004 - 2005
Skills
Web Development, SDLC, T-SQL, Web Services, Visual Studio, SQL, JavaScript, SharePoint, ASP.NET, HTML, Microsoft SQL Server, XML, Web Applications, Software Development, IIS, Databases, SEO, C#, CSS, jQuery, Software Documentation, VBScript, Microsoft Office, ASP.NET MVC, Classic ASP, ASP, HTML 5, Windows Azure, TCP/IP, Documentation, HTML5, JSON, LINQ, Entity Framework, Mercurial, NUnit, ASP.NET Web API, TFS, PVCS
Education
St. Petersburg College 2001 — 2008
BS, Technology Management
Bloomin' Brands, Inc. February 2015 - Present
Bloomin' Brands, Inc. May 2013 - February 2015
Bloomin' Brands, Inc. August 2012 - May 2013
Raymond James Financial Inc. June 2011 - August 2012
Raymond James Financial Inc. January 2010 - June 2011
Raymond James Financial Inc. October 2008 - January 2010
Brash Web Design August 2006 - September 2009
Raymond James Financial Inc. 2005 - October 2008
Raymond James Financial Inc. 2004 - 2005
Skills
Web Development, SDLC, T-SQL, Web Services, Visual Studio, SQL, JavaScript, SharePoint, ASP.NET, HTML, Microsoft SQL Server, XML, Web Applications, Software Development, IIS, Databases, SEO, C#, CSS, jQuery, Software Documentation, VBScript, Microsoft Office, ASP.NET MVC, Classic ASP, ASP, HTML 5, Windows Azure, TCP/IP, Documentation, HTML5, JSON, LINQ, Entity Framework, Mercurial, NUnit, ASP.NET Web API, TFS, PVCS
Education
St. Petersburg College 2001 — 2008
BS, Technology Management
Jesus Pernia Jesus Pernia's Raymond James Financial Inc. Experience November 2013 - October 2014
Job IT Security Analyst
Industry Information Technology and Services
Experience
WellCare Health Plans April 2015 - Present
WellCare October 2014 - Present
Raymond James Financial Inc. November 2013 - October 2014
Raymond James Financial Inc. September 2012 - November 2013
Raymond James Financial Inc. June 2010 - September 2012
Raymond James Financial Inc. June 2008 - June 2010
Skills
Firewalls, Microsoft Office, VPN, Networking, IT Security Policies, Network Security, Customer Service, Palo Alto Networks, Qualys, Vulnerability Scanning, Help Desk Support, Service Desk, Wireshark, Active Directory, Security Operations, TCP/IP, Computer Hardware, Software, Mobile Devices, Disaster Recovery, Troubleshooting, Information Security, Windows Server, Software Documentation, Security, System Administration, Technical Support, Servers, Windows 7, DNS, Business Analysis, Information Technology, Requirements Analysis, Process Improvement
Education
St. Petersburg College 2008 — 2014
Associate of Science (A.S.), Information Technology
Northeast high school 2004 — 2008
High school diploma, Finance, General
WellCare Health Plans April 2015 - Present
WellCare October 2014 - Present
Raymond James Financial Inc. November 2013 - October 2014
Raymond James Financial Inc. September 2012 - November 2013
Raymond James Financial Inc. June 2010 - September 2012
Raymond James Financial Inc. June 2008 - June 2010
Skills
Firewalls, Microsoft Office, VPN, Networking, IT Security Policies, Network Security, Customer Service, Palo Alto Networks, Qualys, Vulnerability Scanning, Help Desk Support, Service Desk, Wireshark, Active Directory, Security Operations, TCP/IP, Computer Hardware, Software, Mobile Devices, Disaster Recovery, Troubleshooting, Information Security, Windows Server, Software Documentation, Security, System Administration, Technical Support, Servers, Windows 7, DNS, Business Analysis, Information Technology, Requirements Analysis, Process Improvement
Education
St. Petersburg College 2008 — 2014
Associate of Science (A.S.), Information Technology
Northeast high school 2004 — 2008
High school diploma, Finance, General
Heather Grisar Heather Grisar's Raymond James Financial Inc. Experience May 1996 - Present
Job Operations Management Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 1996 - Present
Skills
Access
Education
St. Petersburg College 1993 — 1996
Associate of Science (AS), Accounting Technology
Raymond James Financial Inc. May 1996 - Present
Skills
Access
Education
St. Petersburg College 1993 — 1996
Associate of Science (AS), Accounting Technology
Jerry Reiland Jerry Reiland's Raymond James Financial Inc. Experience June 1995 - December 2011
Job CFO at Satori Expressions and Fenmoor Properties
Industry Investment Management
Experience
Satori Expressions January 2012 - Present
Reiland & Associates 1984 - Present
Raymond James Financial Inc. June 1995 - December 2011
JP Morgan February 1992 - May 1995
Skills
Investments, Asset Management, Equities, Portfolio Management, Corporate Finance, Alternative Investments, Strategic Financial..., Fixed Income, Capital Markets, Finance, Derivatives, Investment Management, Investment Strategies, Risk Management, Entrepreneurship, Private Equity, Financial Analysis, Forecasting, Financial Modeling, Mergers & Acquisitions, Bloomberg, Business Development, Asset Allocation, Financial Planning
Education
St. Ambrose University 1968 — 1972
Bachelor of Arts (BA), Business & Economics
Satori Expressions January 2012 - Present
Reiland & Associates 1984 - Present
Raymond James Financial Inc. June 1995 - December 2011
JP Morgan February 1992 - May 1995
Skills
Investments, Asset Management, Equities, Portfolio Management, Corporate Finance, Alternative Investments, Strategic Financial..., Fixed Income, Capital Markets, Finance, Derivatives, Investment Management, Investment Strategies, Risk Management, Entrepreneurship, Private Equity, Financial Analysis, Forecasting, Financial Modeling, Mergers & Acquisitions, Bloomberg, Business Development, Asset Allocation, Financial Planning
Education
St. Ambrose University 1968 — 1972
Bachelor of Arts (BA), Business & Economics
Brian Niemann Brian Niemann's Raymond James Financial Inc. Experience November 2011 - Present
Job Network Technician III at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. November 2011 - Present
Raymond James Financial April 2001 - November 2011
Special Operations Command Central April 1999 - March 2001
Skills
CCNP Certified, Cisco IOS, Routers, Networking, Switches, Cisco Technologies, Cisco Nexus, Servers, Network Engineering, CCNA, Troubleshooting, TCP/IP, Virtualization, WAN, F5 BigIP, Routing, Riverbed, BGP, Windows, Windows Server, DHCP, Data Center, OSPF, DNS
Education
St. Petersburg College
A.S. (with Honors)
Raymond James Financial Inc. November 2011 - Present
Raymond James Financial April 2001 - November 2011
Special Operations Command Central April 1999 - March 2001
Skills
CCNP Certified, Cisco IOS, Routers, Networking, Switches, Cisco Technologies, Cisco Nexus, Servers, Network Engineering, CCNA, Troubleshooting, TCP/IP, Virtualization, WAN, F5 BigIP, Routing, Riverbed, BGP, Windows, Windows Server, DHCP, Data Center, OSPF, DNS
Education
St. Petersburg College
A.S. (with Honors)
Dili Wu Dili Wu's Raymond James Financial Inc. Experience June 2013 - November 2014
Job Software Engineer at Ask.com
Industry Internet
Experience
Ask.com November 2014 - Present
Raymond James Financial Inc. June 2013 - November 2014
Vanderbilt University May 2012 - May 2013
Vanderbilt University December 2011 - May 2013
Merrill Lynch May 2012 - August 2012
Southwest Jiaotong University February 2011 - June 2011
Phoenix Network June 2010 - September 2010
Skills
C++, C#, C, Java, Matlab, MySQL, Microsoft SQL Server, Machine Learning, Data Mining, Networking, Cloud Computing, Algorithm Analysis, Software Engineering, Excel, Linux, Unix, TFS, Python, Requirements Analysis, Business Analysis, SSIS, Market Risk, Computer Science, Algorithms, Data Analysis, Programming, Microsoft Excel, Distributed Systems, Embedded Systems, Analysis, Testing
Education
Vanderbilt University 2011 — 2013
Master of Science, Computer Science, Electrical Engineering, 3.80
Southwest Jiaotong University 2007 — 2011
Bachelor of Engineering, Automation, General Business, 3.50
Ask.com November 2014 - Present
Raymond James Financial Inc. June 2013 - November 2014
Vanderbilt University May 2012 - May 2013
Vanderbilt University December 2011 - May 2013
Merrill Lynch May 2012 - August 2012
Southwest Jiaotong University February 2011 - June 2011
Phoenix Network June 2010 - September 2010
Skills
C++, C#, C, Java, Matlab, MySQL, Microsoft SQL Server, Machine Learning, Data Mining, Networking, Cloud Computing, Algorithm Analysis, Software Engineering, Excel, Linux, Unix, TFS, Python, Requirements Analysis, Business Analysis, SSIS, Market Risk, Computer Science, Algorithms, Data Analysis, Programming, Microsoft Excel, Distributed Systems, Embedded Systems, Analysis, Testing
Education
Vanderbilt University 2011 — 2013
Master of Science, Computer Science, Electrical Engineering, 3.80
Southwest Jiaotong University 2007 — 2011
Bachelor of Engineering, Automation, General Business, 3.50
Forsyth Kenworthy Halliburton Forsyth Kenworthy Halliburton's Raymond James Financial Inc. Experience April 2012 - Present
Job Business Systems Specialist III, Equity Capital Markets at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan & Co., Inc February 2002 - April 2012
Morgan Keegan & Co., Inc. August 2000 - February 2002
International Paper January 2000 - August 2000
Skills
Series 7, Equity Research, Equities, Series 63, Securities, Bloomberg, Market Data, CRM, ETFs, Bloomberg Terminal, Equity Capital Markets, Capital IQ, Relationship Management, FINRA, Equity Trading, Electronic Trading, Financial Services, Trading Systems, Business Analysis, Capital Markets, Financial Analysis, Financial Modeling, Investment Strategies, Investor Relations, Management, Portfolio Management, Process Improvement, Structured Finance
Education
The University of Memphis 1997 — 2000
BA, Journalism / Public Relations
Southern Methodist University 1993 — 1995
The Hutchison School 1979 — 1993
Elementary and High School
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan & Co., Inc February 2002 - April 2012
Morgan Keegan & Co., Inc. August 2000 - February 2002
International Paper January 2000 - August 2000
Skills
Series 7, Equity Research, Equities, Series 63, Securities, Bloomberg, Market Data, CRM, ETFs, Bloomberg Terminal, Equity Capital Markets, Capital IQ, Relationship Management, FINRA, Equity Trading, Electronic Trading, Financial Services, Trading Systems, Business Analysis, Capital Markets, Financial Analysis, Financial Modeling, Investment Strategies, Investor Relations, Management, Portfolio Management, Process Improvement, Structured Finance
Education
The University of Memphis 1997 — 2000
BA, Journalism / Public Relations
Southern Methodist University 1993 — 1995
The Hutchison School 1979 — 1993
Elementary and High School
Chris Tharp Chris Tharp's Raymond James Financial Inc. Experience October 2013 - Present
Job Compliance Officer at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. November 2012 - July 2013
Raymond James Financial Inc. September 2011 - November 2012
Raymond James June 2010 - September 2011
Raymond James Financial Inc. March 2007 - June 2010
Raymond James Financial April 1984 - March 2007
Skills
Cash Management, Business Analysis, Process Improvement, Financial Services, SDLC, Risk Management, Business Process..., Portfolio Management, Financial Analysis, Securities, Strategic Financial..., Banking, Investments, Vendor Management, Mutual Funds, Series 7, Financial Reporting, PMO, Leadership, Visio, SharePoint, Technology Management, PMP, Management, Change Management, Enterprise Software, IT Strategy, Business Process, Requirements Gathering, Operations Management, Requirements Analysis, Business Requirements, Analysis, Software Development, Series 63, Software Project..., Project Portfolio..., Team Leadership, IT Management, Program Management, Business Intelligence, Integration, Product Management, Governance, Testing, Enterprise Architecture, Cross-functional Team..., Business Process..., Strategy, Business Process Design
Education
St. Petersburg College
Accounting and Business/Management
Wharton School of Business,SII program
Securities Industry Institute
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. November 2012 - July 2013
Raymond James Financial Inc. September 2011 - November 2012
Raymond James June 2010 - September 2011
Raymond James Financial Inc. March 2007 - June 2010
Raymond James Financial April 1984 - March 2007
Skills
Cash Management, Business Analysis, Process Improvement, Financial Services, SDLC, Risk Management, Business Process..., Portfolio Management, Financial Analysis, Securities, Strategic Financial..., Banking, Investments, Vendor Management, Mutual Funds, Series 7, Financial Reporting, PMO, Leadership, Visio, SharePoint, Technology Management, PMP, Management, Change Management, Enterprise Software, IT Strategy, Business Process, Requirements Gathering, Operations Management, Requirements Analysis, Business Requirements, Analysis, Software Development, Series 63, Software Project..., Project Portfolio..., Team Leadership, IT Management, Program Management, Business Intelligence, Integration, Product Management, Governance, Testing, Enterprise Architecture, Cross-functional Team..., Business Process..., Strategy, Business Process Design
Education
St. Petersburg College
Accounting and Business/Management
Wharton School of Business,SII program
Securities Industry Institute
Jon Daugherty, CFA Jon Daugherty, CFA's Raymond James Financial Inc. Experience June 2014 - Present
Job Senior Associate at Raymond James, Energy Investment Banking
Industry Investment Banking
Experience
Raymond James Financial Inc. June 2014 - Present
MBA Investment Fund November 2012 - May 2014
Raymond James Financial Inc. June 2013 - August 2013
Raytheon June 2009 - July 2012
Rockwood Investment Partners May 2008 - August 2008
Skills
Valuation, Financial Analysis, Corporate Finance, Financial Forecasting, Finance, Forecasting, Financial Reporting, Investments, Variance Analysis, Sarbanes-Oxley Act, Strategic Financial..., Financial Modeling, Due Diligence, Portfolio Management, Earned Value Management, Mergers & Acquisitions, Bloomberg, Budgets
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2005 — 2009
BBA, Finance, Economics
The Hotchkiss School
Raymond James Financial Inc. June 2014 - Present
MBA Investment Fund November 2012 - May 2014
Raymond James Financial Inc. June 2013 - August 2013
Raytheon June 2009 - July 2012
Rockwood Investment Partners May 2008 - August 2008
Skills
Valuation, Financial Analysis, Corporate Finance, Financial Forecasting, Finance, Forecasting, Financial Reporting, Investments, Variance Analysis, Sarbanes-Oxley Act, Strategic Financial..., Financial Modeling, Due Diligence, Portfolio Management, Earned Value Management, Mergers & Acquisitions, Bloomberg, Budgets
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2005 — 2009
BBA, Finance, Economics
The Hotchkiss School
Doris Hogan's Raymond James Financial Inc. Experience July 1996 - March 1998
Job Elder Care Management with Hogan's Helpers Advocating for Seniors & Providing options for families
Industry Health, Wellness and Fitness
Experience
EarthLink Business January 2000 - December 2014
Measurement Incorporated 2003 - 2013
Deltacom 2001 - 2005
ELS 1998 - 2000
Raymond James Financial Inc. July 1996 - March 1998
WVU Hospital 1980 - 1985
Skills
Telecommunications, Solution Implementation, Selling, Project Management, CRM, Medical technology, Clinical Laboratory, Health Advocacy, Data Management, Leadership, Business Development, Quality Assurance, Call Centers, Solution Selling, Training, Management, Direct Sales, Analysis, Sales, Sales Management, Customer Satisfaction, Networking, Data Center, Vendor Management, Sales Process, Integration, Professional Services, Team Building, Customer Service, Troubleshooting, Customer Retention, Contract Negotiation, Account Management, Senior Services, Relationship Management, Leadership Development, Long-term Care, Scheduling, Community Outreach, Senior Appointments, Senior Living..., Elder Care, Senior Program..., Senior Management...
Education
Startup Quest
Startup Quest
University of Florida
Bachelor of Science (B.S.), Microbiology
St. Petersburg College 1999 — 2001
Certificate, Telecom Engineering Technology, A
EarthLink Business January 2000 - December 2014
Measurement Incorporated 2003 - 2013
Deltacom 2001 - 2005
ELS 1998 - 2000
Raymond James Financial Inc. July 1996 - March 1998
WVU Hospital 1980 - 1985
Skills
Telecommunications, Solution Implementation, Selling, Project Management, CRM, Medical technology, Clinical Laboratory, Health Advocacy, Data Management, Leadership, Business Development, Quality Assurance, Call Centers, Solution Selling, Training, Management, Direct Sales, Analysis, Sales, Sales Management, Customer Satisfaction, Networking, Data Center, Vendor Management, Sales Process, Integration, Professional Services, Team Building, Customer Service, Troubleshooting, Customer Retention, Contract Negotiation, Account Management, Senior Services, Relationship Management, Leadership Development, Long-term Care, Scheduling, Community Outreach, Senior Appointments, Senior Living..., Elder Care, Senior Program..., Senior Management...
Education
Startup Quest
Startup Quest
University of Florida
Bachelor of Science (B.S.), Microbiology
St. Petersburg College 1999 — 2001
Certificate, Telecom Engineering Technology, A
Morgan McKenzie Morgan McKenzie's Raymond James Financial Inc. Experience September 2012 - March 2014
Job Client Service Associate at Holcombe Financial, Inc.
Industry Financial Services
Experience
Holcombe Financial, Inc. April 2014 - Present
Raymond James Financial Inc. September 2012 - March 2014
United Services Group, Inc May 2011 - September 2012
Joto’s Pizza, Inc January 2007 - May 2011
Skills
Office Support, Executive Support, Clerical Skills, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Data Entry, Administrative..., Office Management, Time Management, Process Scheduler, Office Administration, Event Planning, Teamwork, Receptionist Duties, Filing, File Management, Sales, Fax, Spreadsheets, Management, Tenant, Invoicing, Customer Service, Financial Services, Social Media Marketing, Corporate Finance
Education
University of South Florida 2011 — 2013
Bachelor of Science (BS), Marketing
St. Petersburg College 2007 — 2011
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Northeast High School 2003 — 2007
Diploma
Holcombe Financial, Inc. April 2014 - Present
Raymond James Financial Inc. September 2012 - March 2014
United Services Group, Inc May 2011 - September 2012
Joto’s Pizza, Inc January 2007 - May 2011
Skills
Office Support, Executive Support, Clerical Skills, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Data Entry, Administrative..., Office Management, Time Management, Process Scheduler, Office Administration, Event Planning, Teamwork, Receptionist Duties, Filing, File Management, Sales, Fax, Spreadsheets, Management, Tenant, Invoicing, Customer Service, Financial Services, Social Media Marketing, Corporate Finance
Education
University of South Florida 2011 — 2013
Bachelor of Science (BS), Marketing
St. Petersburg College 2007 — 2011
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Northeast High School 2003 — 2007
Diploma
Danielle Mellott's Raymond James Financial Inc. Experience January 2008 - November 2014
Job IT Business Development Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle November 2014 - Present
Raymond James Financial Inc. January 2008 - November 2014
Skills
Sales, Business Development, Microsoft Office, Team Leadership, Sales Management, Marketing, Information Technology, Enterprise Software, Project Management, Solution Selling
Education
St. Petersburg College
Finance, General
Oracle November 2014 - Present
Raymond James Financial Inc. January 2008 - November 2014
Skills
Sales, Business Development, Microsoft Office, Team Leadership, Sales Management, Marketing, Information Technology, Enterprise Software, Project Management, Solution Selling
Education
St. Petersburg College
Finance, General
Preston Watson, MBA's Raymond James Financial Inc. Experience March 2012 - August 2012
Job Digital Project Manager at C3 Presents
Industry Marketing and Advertising
Experience
C3 Presents August 2015 - Present
Seton Healthcare Family June 2014 - July 2015
Austin Convention & Visitors Bureau March 2014 - June 2014
ACL Live at the Moody Theater May 2013 - August 2013
Raymond James Financial Inc. March 2012 - August 2012
Skills
Social Media, Adobe Creative Suite, Market Research, PowerPoint, Social Media Marketing, Microsoft Office, Adobe Premiere, Adobe Muse, Communication, Qualtrics, Event Planning, Microsoft Word, Microsoft Excel, Audacity, After Effects, Digital Media, Facebook, Social Networking, Digital Marketing, Marketing, Advertising, SEO, Web Analytics, Marketing Strategy
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), History
St. Edward's University 2012 — 2014
Master of Business Administration (M.B.A.), Digital Media Management
C3 Presents August 2015 - Present
Seton Healthcare Family June 2014 - July 2015
Austin Convention & Visitors Bureau March 2014 - June 2014
ACL Live at the Moody Theater May 2013 - August 2013
Raymond James Financial Inc. March 2012 - August 2012
Skills
Social Media, Adobe Creative Suite, Market Research, PowerPoint, Social Media Marketing, Microsoft Office, Adobe Premiere, Adobe Muse, Communication, Qualtrics, Event Planning, Microsoft Word, Microsoft Excel, Audacity, After Effects, Digital Media, Facebook, Social Networking, Digital Marketing, Marketing, Advertising, SEO, Web Analytics, Marketing Strategy
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), History
St. Edward's University 2012 — 2014
Master of Business Administration (M.B.A.), Digital Media Management
Bonita (Bonnie) Warren Bonita (Bonnie) Warren's Raymond James Financial Inc. Experience February 1999 - September 2014
Job Business Analyst and Registered Sales Assistant in the Financial Industry
Industry Financial Services
Experience
Osceola Band Boosters July 2014 - Present
Raymond James Financial Inc. February 1999 - September 2014
Raymond James Financial Inc. September 1988 - June 2000
Skills
Back Office processing, Equities, Fixed Income, Trading, Series 7, Business Analysis, Business Requirements, Gap Analysis, Test Scripts, Uses cases, UAT Coordination, Project Coordination, Business Process..., business process..., Business Process..., Microsoft Word, Microsoft Excel, PowerPoint, OneNote, knowledge of Microsoft..., Microsoft SharePoint, 1099 Preparation, knowledge of MS Project..., Supervisory Skills, Back Office, Client Services, knowledge of IBM..., Customer Service, Customer Relations, Financial Services, SDLC
Education
St. Petersburg College 1996 — 1998
International Business
Osceola Band Boosters July 2014 - Present
Raymond James Financial Inc. February 1999 - September 2014
Raymond James Financial Inc. September 1988 - June 2000
Skills
Back Office processing, Equities, Fixed Income, Trading, Series 7, Business Analysis, Business Requirements, Gap Analysis, Test Scripts, Uses cases, UAT Coordination, Project Coordination, Business Process..., business process..., Business Process..., Microsoft Word, Microsoft Excel, PowerPoint, OneNote, knowledge of Microsoft..., Microsoft SharePoint, 1099 Preparation, knowledge of MS Project..., Supervisory Skills, Back Office, Client Services, knowledge of IBM..., Customer Service, Customer Relations, Financial Services, SDLC
Education
St. Petersburg College 1996 — 1998
International Business
Jared DeLiberato Jared DeLiberato's Raymond James Financial Inc. Experience June 2014 - Present
Job Client Service Specialist: Financial Planning
Industry Financial Services
Experience
Western Reserve Resources Corporation June 2014 - Present
Raymond James Financial Inc. June 2014 - Present
Koinonia Homes, Inc. May 2013 - May 2014
DISCOUNT FENCE SUPPLY, INC December 2012 - April 2013
Discount Fence Supply, Inc. January 2011 - December 2012
Park Auto Group June 2010 - October 2010
HUDSON CITY SCHOOLS December 2008 - May 2010
Skills
Leadership, Sales, Microsoft Office, Team Building, Customer Service, Coaching, CRM, Marketing, Time Management, Negotiation, Business Development, Sales Management, Customer Satisfaction, Event Planning, Public Speaking, Project Planning, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Account Management, Training, Outlook, Direct Sales, Teaching
Education
Spring Arbor University 2004 — 2008
Bachelor of Arts (BA), Elementary Education and Teaching
Western Reserve Resources Corporation June 2014 - Present
Raymond James Financial Inc. June 2014 - Present
Koinonia Homes, Inc. May 2013 - May 2014
DISCOUNT FENCE SUPPLY, INC December 2012 - April 2013
Discount Fence Supply, Inc. January 2011 - December 2012
Park Auto Group June 2010 - October 2010
HUDSON CITY SCHOOLS December 2008 - May 2010
Skills
Leadership, Sales, Microsoft Office, Team Building, Customer Service, Coaching, CRM, Marketing, Time Management, Negotiation, Business Development, Sales Management, Customer Satisfaction, Event Planning, Public Speaking, Project Planning, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Account Management, Training, Outlook, Direct Sales, Teaching
Education
Spring Arbor University 2004 — 2008
Bachelor of Arts (BA), Elementary Education and Teaching
Deborah Churuti-Deacon's Raymond James Financial Inc. Experience May 1980 - March 2013
Job Enjoying retirement, and still learning by continually taking classes.
Industry Financial Services
Experience
Bayfront Medical Center May 2013 - Present
DJ's Leisure March 2013 - Present
Raymond James Financial, Inc. May 1980 - March 2013
Raymond James Financial January 2009 - January 2011
Raymond James Financial Inc. May 1980 - June 1995
A. G. Edwards & Sons, Inc. December 1969 - May 1980
Skills
Series 24, Equity Trading, Series 63, Securities, Series 7, Trading, ETFs, FINRA, Portfolio Management, Derivatives, Wealth Management, Equity Research, Equities, Options, Investment Advisory, Financial Advisory, Bonds, Stocks, Mutual Funds, Financial Services, Capital Markets, Financial Markets, Bloomberg
Education
St. Petersburg College 1975 — 1979
Business
Bayfront Medical Center May 2013 - Present
DJ's Leisure March 2013 - Present
Raymond James Financial, Inc. May 1980 - March 2013
Raymond James Financial January 2009 - January 2011
Raymond James Financial Inc. May 1980 - June 1995
A. G. Edwards & Sons, Inc. December 1969 - May 1980
Skills
Series 24, Equity Trading, Series 63, Securities, Series 7, Trading, ETFs, FINRA, Portfolio Management, Derivatives, Wealth Management, Equity Research, Equities, Options, Investment Advisory, Financial Advisory, Bonds, Stocks, Mutual Funds, Financial Services, Capital Markets, Financial Markets, Bloomberg
Education
St. Petersburg College 1975 — 1979
Business
Jennifer Auer Jennifer Auer's Raymond James Financial Inc. Experience March 1997 - March 1999
Job Co Owner Live Well Ink
Industry Retail
Experience
Live Well Ink April 2015 - Present
Regions Financial Corporation May 2014 - April 2015
SunTrust Bank June 2011 - May 2014
Wells Fargo October 2010 - June 2011
Sam's Club July 2008 - September 2010
Spoiled Royal June 2005 - June 2008
Bank of America April 1999 - May 2005
Raymond James Financial Inc. March 1997 - March 1999
Skills
Small Business Lending, Consumer Lending, Retail Banking, Loans, Commercial Banking, Banking, Commercial Lending, Credit, Credit Analysis, Mortgage Lending, Branch Management, Lines Of Credit, Cross Selling, Branch Banking, Loan Origination
Education
St. Petersburg College
University of South Florida
Live Well Ink April 2015 - Present
Regions Financial Corporation May 2014 - April 2015
SunTrust Bank June 2011 - May 2014
Wells Fargo October 2010 - June 2011
Sam's Club July 2008 - September 2010
Spoiled Royal June 2005 - June 2008
Bank of America April 1999 - May 2005
Raymond James Financial Inc. March 1997 - March 1999
Skills
Small Business Lending, Consumer Lending, Retail Banking, Loans, Commercial Banking, Banking, Commercial Lending, Credit, Credit Analysis, Mortgage Lending, Branch Management, Lines Of Credit, Cross Selling, Branch Banking, Loan Origination
Education
St. Petersburg College
University of South Florida
Andrew Mimault's Raymond James Financial Inc. Experience October 2012 - January 2013
Job Passionate Entrepreneur ✓ Branding Expert, #SocialMedia Specialist, [Web Designer] & Digital Marketer.
Industry Marketing and Advertising
Experience
BioDerm, Inc. September 2013 - Present
HyperViral Marketing June 2013 - Present
Anthony Bayshore May 2014 - May 2015
Fresh Rags January 2007 - September 2013
Raymond James Financial Inc. October 2012 - January 2013
Brookdale Senior Living April 2006 - May 2011
Skills
Social Media Marketing, Digital Marketing, Marketing Strategy, Web Design, Online Marketing, Leadership, SEO, Blogging, Entrepreneurship, Graphic Design, Branding & Identity, Project Management, Sales, Marketing Research, Lead Generation, Strategic Marketing..., Strategic Planning, Social Media Strategist, Start-ups, Sales Management, HubSpot, Creative Campaign..., Business Strategy, Small Business Marketing, Social Media Advertising, Campaign Strategy..., Content Marketing, WordPress
Education
University of South Florida-St. Petersburg Campus 2011 — 2013
Bachelor's Degree, Marketing, Information Systems
St. Petersburg College 2009 — 2011
Business Administration, Business Administration and Management, General
BioDerm, Inc. September 2013 - Present
HyperViral Marketing June 2013 - Present
Anthony Bayshore May 2014 - May 2015
Fresh Rags January 2007 - September 2013
Raymond James Financial Inc. October 2012 - January 2013
Brookdale Senior Living April 2006 - May 2011
Skills
Social Media Marketing, Digital Marketing, Marketing Strategy, Web Design, Online Marketing, Leadership, SEO, Blogging, Entrepreneurship, Graphic Design, Branding & Identity, Project Management, Sales, Marketing Research, Lead Generation, Strategic Marketing..., Strategic Planning, Social Media Strategist, Start-ups, Sales Management, HubSpot, Creative Campaign..., Business Strategy, Small Business Marketing, Social Media Advertising, Campaign Strategy..., Content Marketing, WordPress
Education
University of South Florida-St. Petersburg Campus 2011 — 2013
Bachelor's Degree, Marketing, Information Systems
St. Petersburg College 2009 — 2011
Business Administration, Business Administration and Management, General
Jennifer Kubinski, CMP's Raymond James Financial Inc. Experience July 2006 - Present
Job Senior Meeting Planner/Corporate Access Execution, Equity Capital Markets at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial Inc. July 2006 - Present
Raymond James Financial Inc. 1999 - 2006
Raymond James Financial Inc. 1998 - 1999
Raymond James Financial Inc. 1996 - 1998
Raymond James Financial Inc. 1992 - 1996
Skills
Event Planning, Organizational..., Training, Series 7, Cross-functional..., Cross-functional..., Cross-functional..., Technical Writing, Organizational Project..., Strategic Planning, Logistics Management, Certified Meeting..., Roadshows, Microsoft Office, Financial Services, Social Networking, Meeting Planning, Event Management, Team Building, Leadership, Microsoft Excel, Corporate Events, Vendor Relationships, Coaching, Procedural Documentation, Project Management, Mentoring, Coordinating Events, OneNote, Lifelong Learning, Idea Generation, Ideas Development, Operational Streamlining, Performance Enhancement, Cross-functional Team..., Portfolio Management
Education
University of South Florida 2011 — 2012
Meeting and Event Planning
St. Petersburg College
Business Management & Organizational Leadership
Raymond James Financial Inc. July 2006 - Present
Raymond James Financial Inc. 1999 - 2006
Raymond James Financial Inc. 1998 - 1999
Raymond James Financial Inc. 1996 - 1998
Raymond James Financial Inc. 1992 - 1996
Skills
Event Planning, Organizational..., Training, Series 7, Cross-functional..., Cross-functional..., Cross-functional..., Technical Writing, Organizational Project..., Strategic Planning, Logistics Management, Certified Meeting..., Roadshows, Microsoft Office, Financial Services, Social Networking, Meeting Planning, Event Management, Team Building, Leadership, Microsoft Excel, Corporate Events, Vendor Relationships, Coaching, Procedural Documentation, Project Management, Mentoring, Coordinating Events, OneNote, Lifelong Learning, Idea Generation, Ideas Development, Operational Streamlining, Performance Enhancement, Cross-functional Team..., Portfolio Management
Education
University of South Florida 2011 — 2012
Meeting and Event Planning
St. Petersburg College
Business Management & Organizational Leadership
Honey Smith's Raymond James Financial Inc. Experience 1999 - 2006
Job Student at St. Petersburg College
Industry Human Resources
Experience
U.S. Coast Guard May 2007 - May 2015
Raymond James Financial Inc. 1999 - 2006
Skills
Time Management, Leadership, Human Resources, Training
Education
University of South Florida 2015 — 2018
Bachelor of Science (B.S.), Sign Language Interpretation and Translation
St. Petersburg College 2013 — 2015
Associate of Arts (A.A.), General Studies
U.S. Coast Guard May 2007 - May 2015
Raymond James Financial Inc. 1999 - 2006
Skills
Time Management, Leadership, Human Resources, Training
Education
University of South Florida 2015 — 2018
Bachelor of Science (B.S.), Sign Language Interpretation and Translation
St. Petersburg College 2013 — 2015
Associate of Arts (A.A.), General Studies
Charlie Sherrod Sherrod Charlie Sherrod Sherrod's Raymond James Financial Inc. Experience 2007 - 2013
Job Owner/President at C&H Travel
Industry Leisure, Travel & Tourism
Experience
C&H Travel August 2014 - Present
Raymond James Financial Inc. 2007 - 2013
Skills
Leisure Travel, Cruises, Cruise Lines, Market Research, Finance, Business Travel, Inclusive Resorts, Golf Resorts, All Inclusive Travel
Education
Southwestern Baptist Theological Seminary 1992 — 1995
Master’s Degree, Education, A
C&H Travel August 2014 - Present
Raymond James Financial Inc. 2007 - 2013
Skills
Leisure Travel, Cruises, Cruise Lines, Market Research, Finance, Business Travel, Inclusive Resorts, Golf Resorts, All Inclusive Travel
Education
Southwestern Baptist Theological Seminary 1992 — 1995
Master’s Degree, Education, A
Susan Seaman, CSM Susan Seaman, CSM's Raymond James Financial Inc. Experience June 2012 - April 2013
Job IT Project Coordinator at PwC
Industry Financial Services
Experience
PwC July 2013 - Present
Raymond James Financial Inc. June 2012 - April 2013
Raymond James & Associates, Inc September 2008 - April 2013
Raymond James & Associates, Inc October 2004 - September 2008
Brooks Eckerd Pharmacy May 2000 - July 2004
BDO Ireland April 1992 - June 1994
Skills
Microsoft Office, Troubleshooting, SharePoint, Customer Relations, Customer Service, Data Analysis, MS Project, Business Analysis, Project Management, Program Management, Process Improvement, Management, Databases, Leadership, Project Status Reporting, PMO set-up, PMO, HTML, Requirements Gathering, SDLC, Vendor Management, Requirements Analysis, Risk Management, Project Analysis, Consulting, Project Planning, Testing, Team Leadership, Strategic Planning, Visio, Training, Analysis, Networking, Disaster Recovery, Quality Assurance, Project Portfolio..., ERP, Enterprise Architecture, PMP, Integration, Business Process..., IT Management, Information Technology, Business Process, Software Project..., ITIL, IT Strategy, Resource Management, Business Requirements, Agile Project Management
Education
St. Petersburg College 2009 — 2010
BAS, Technology Management
St. Petersburg College 2006 — 2008
Associate's, Computer Network Support
PwC July 2013 - Present
Raymond James Financial Inc. June 2012 - April 2013
Raymond James & Associates, Inc September 2008 - April 2013
Raymond James & Associates, Inc October 2004 - September 2008
Brooks Eckerd Pharmacy May 2000 - July 2004
BDO Ireland April 1992 - June 1994
Skills
Microsoft Office, Troubleshooting, SharePoint, Customer Relations, Customer Service, Data Analysis, MS Project, Business Analysis, Project Management, Program Management, Process Improvement, Management, Databases, Leadership, Project Status Reporting, PMO set-up, PMO, HTML, Requirements Gathering, SDLC, Vendor Management, Requirements Analysis, Risk Management, Project Analysis, Consulting, Project Planning, Testing, Team Leadership, Strategic Planning, Visio, Training, Analysis, Networking, Disaster Recovery, Quality Assurance, Project Portfolio..., ERP, Enterprise Architecture, PMP, Integration, Business Process..., IT Management, Information Technology, Business Process, Software Project..., ITIL, IT Strategy, Resource Management, Business Requirements, Agile Project Management
Education
St. Petersburg College 2009 — 2010
BAS, Technology Management
St. Petersburg College 2006 — 2008
Associate's, Computer Network Support
Chris Palermo Chris Palermo's Raymond James Financial Inc. Experience April 2011 - Present
Job Vice President of Capital Equity Markets at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. April 2011 - Present
Howe Barnes Hoefer & Arnett 2004 - April 2011
E*TRADE Financial 2000 - 2004
William Blair & Co 1996 - 2000
Spear Leeds & Kellog 1991 - 1995
Skills
Equity Capital Markets, Series 7, Equities, Securities, Series 63, Trading, Capital Markets, Options, Investments, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Equity Research, Valuation, Asset Management, Equity Trading, Mutual Funds, Financial Analysis, Bloomberg
Education
St. Francis College 1986 — 1989
B.S., finance
Series 7, 24, 55, 63.
Bachelor of Science, Finance
Raymond James Financial Inc. April 2011 - Present
Howe Barnes Hoefer & Arnett 2004 - April 2011
E*TRADE Financial 2000 - 2004
William Blair & Co 1996 - 2000
Spear Leeds & Kellog 1991 - 1995
Skills
Equity Capital Markets, Series 7, Equities, Securities, Series 63, Trading, Capital Markets, Options, Investments, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Equity Research, Valuation, Asset Management, Equity Trading, Mutual Funds, Financial Analysis, Bloomberg
Education
St. Francis College 1986 — 1989
B.S., finance
Series 7, 24, 55, 63.
Bachelor of Science, Finance
Kymberly Williams-Patterson's Raymond James Financial Inc. Experience June 2013 - Present
Job @ Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
Schneider National October 2011 - November 2012
Skills
Sales, Customer Service, Process Improvement, Team Leadership, Transportation, Team Building, Public Speaking, Transportation...
Education
Southwest Tennessee Community College 2008 — 2011
Associate of Science (A.S.), Sociology
Raymond James Financial Inc. June 2013 - Present
Schneider National October 2011 - November 2012
Skills
Sales, Customer Service, Process Improvement, Team Leadership, Transportation, Team Building, Public Speaking, Transportation...
Education
Southwest Tennessee Community College 2008 — 2011
Associate of Science (A.S.), Sociology
Kyle Schornick's Raymond James Financial Inc. Experience June 2011 - February 2014
Job Investment banking Associate at Macquarie capital
Industry Financial Services
Experience
Macquarie Capital Partners February 2014 - Present
Raymond James Financial Inc. June 2011 - February 2014
Citi June 2010 - August 2010
Esposito Securities, LLC November 2009 - June 2010
Skills
Financial Modeling, Financial Analysis, Equity Research, Investments, Analysis, Equities, Valuation, Capital Markets, Bloomberg, Equity Valuation, Investment Banking, Principal Investing, Mergers & Acquisitions, Private Equity, DCF Valuation, Oil & Gas
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Finance, Economics, Finance, General
Macquarie Capital Partners February 2014 - Present
Raymond James Financial Inc. June 2011 - February 2014
Citi June 2010 - August 2010
Esposito Securities, LLC November 2009 - June 2010
Skills
Financial Modeling, Financial Analysis, Equity Research, Investments, Analysis, Equities, Valuation, Capital Markets, Bloomberg, Equity Valuation, Investment Banking, Principal Investing, Mergers & Acquisitions, Private Equity, DCF Valuation, Oil & Gas
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Finance, Economics, Finance, General
Jeffrey McAdams's Raymond James Financial Inc. Experience December 2012 - April 2013
Job Compliance Auditor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. December 2012 - April 2013
Raymond James Financial Inc. January 2011 - December 2012
Regions Financial Corporation July 2008 - January 2011
United States Army Reserve July 2006 - January 2008
US Army July 2002 - July 2006
Publix Super Markets September 1999 - July 2002
Skills
FINRA Series 7, Microsoft Office, Financial Analysis, Series 7, Banking, Switches, Risk Management, Insurance, Securities
Education
St. Petersburg College 2008 — 2010
Bachelor of Applied Science (BASc), Management and Organizational Leadership
Hudson High School
Raymond James Financial Inc. December 2012 - April 2013
Raymond James Financial Inc. January 2011 - December 2012
Regions Financial Corporation July 2008 - January 2011
United States Army Reserve July 2006 - January 2008
US Army July 2002 - July 2006
Publix Super Markets September 1999 - July 2002
Skills
FINRA Series 7, Microsoft Office, Financial Analysis, Series 7, Banking, Switches, Risk Management, Insurance, Securities
Education
St. Petersburg College 2008 — 2010
Bachelor of Applied Science (BASc), Management and Organizational Leadership
Hudson High School
Alicia Graney Alicia Graney's Raymond James Financial Inc. Experience January 2008 - Present
Job ITAsset Management Analyst
Industry Information Technology and Services
Experience
Raymond James Financial Inc. January 2008 - Present
Clearwater Marine Aquarium May 2010 - March 2013
Skills
Statistics, Microsoft Office, IT Asset Management, Microsoft Excel, Customer Service, Analysis, Project Management, Microsoft Word, PowerPoint, Leadership, Data Analysis, Team Leadership, Windows, Research, Teamwork, Public Speaking, Animal Husbandry, Training, Process Improvement, Fundraising
Education
St. Petersburg College 2009 — 2012
Associate of Arts (A.A.), Psychology
Raymond James Financial Inc. January 2008 - Present
Clearwater Marine Aquarium May 2010 - March 2013
Skills
Statistics, Microsoft Office, IT Asset Management, Microsoft Excel, Customer Service, Analysis, Project Management, Microsoft Word, PowerPoint, Leadership, Data Analysis, Team Leadership, Windows, Research, Teamwork, Public Speaking, Animal Husbandry, Training, Process Improvement, Fundraising
Education
St. Petersburg College 2009 — 2012
Associate of Arts (A.A.), Psychology
Alain Berger Alain Berger's Raymond James Financial Inc. Experience August 2012 - Present
Job Technology Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2012 - Present
Raymond James Financial Inc. 2010 - 2012
Raymond James Financial Inc. 2007 - 2010
Skills
Troubleshooting, Technical Support, Hardware, Analysis, Networking, IT Strategy, Software Development, IT Management, Access, Product Development, Information Technology, Customer Satisfaction, Software Documentation, Security, Vendor Management, Active Directory, Process Improvement
Education
St. Petersburg College 2002 — 2004
Associate of Arts (A.A.), Business Administration and Management, General
Raymond James Financial Inc. August 2012 - Present
Raymond James Financial Inc. 2010 - 2012
Raymond James Financial Inc. 2007 - 2010
Skills
Troubleshooting, Technical Support, Hardware, Analysis, Networking, IT Strategy, Software Development, IT Management, Access, Product Development, Information Technology, Customer Satisfaction, Software Documentation, Security, Vendor Management, Active Directory, Process Improvement
Education
St. Petersburg College 2002 — 2004
Associate of Arts (A.A.), Business Administration and Management, General
Jessica Guild, PHR Jessica Guild, PHR's Raymond James Financial Inc. Experience January 2012 - July 2012
Job Workday HCM/Payroll Business Analyst at Time Inc.
Industry Human Resources
Experience
Time Inc. June 2014 - Present
Time Warner Inc. July 2012 - October 2014
Raymond James Financial Inc. January 2012 - July 2012
Raymond James & Associates, Inc January 2011 - February 2012
Raymond James Financial March 2008 - January 2011
Raymond James Financial September 2007 - March 2008
Skills
PeopleSoft, Process Improvement, Business Process..., Personnel Management, HRIS, Project Management, Workday, Data Analysis, Visio, Employee Benefits, Employee Relations, Change Management, Performance Management, Applicant Tracking..., Talent Management, Talent Acquisition, Recruiting, SharePoint, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements
Education
University of South Florida 2005 — 2008
BS, Business Management
University of South Florida 2005 — 2008
Certification, Project Management
St. Petersburg College 2009 — 2009
Project Management Certification Courses
Hillsborough Community College 2003 — 2005
AA, Business Management
Time Inc. June 2014 - Present
Time Warner Inc. July 2012 - October 2014
Raymond James Financial Inc. January 2012 - July 2012
Raymond James & Associates, Inc January 2011 - February 2012
Raymond James Financial March 2008 - January 2011
Raymond James Financial September 2007 - March 2008
Skills
PeopleSoft, Process Improvement, Business Process..., Personnel Management, HRIS, Project Management, Workday, Data Analysis, Visio, Employee Benefits, Employee Relations, Change Management, Performance Management, Applicant Tracking..., Talent Management, Talent Acquisition, Recruiting, SharePoint, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements
Education
University of South Florida 2005 — 2008
BS, Business Management
University of South Florida 2005 — 2008
Certification, Project Management
St. Petersburg College 2009 — 2009
Project Management Certification Courses
Hillsborough Community College 2003 — 2005
AA, Business Management
Deb Reeve Deb Reeve's Raymond James Financial Inc. Experience January 2001 - June 2003
Job IT Procurement & Asset Management Professional
Industry Information Technology and Services
Experience
PwC June 2003 - February 2014
Raymond James Financial Inc. January 2001 - June 2003
Raymond James Financial Inc. August 1999 - January 2001
Raymond James Financial Inc. August 1998 - August 1999
Raymond James Financial Inc. September 1996 - August 1998
Raymond James Financial Inc. August 1995 - August 1996
Raymond James Financial Inc. June 1988 - July 1995
Skills
SDLC, Product Management, Testing, Quality Assurance, Project Coordination, IT Strategy, Business Analysis, Project Management, Asset Management, Process Improvement, Business Process..., Management Consulting, IT Management, Sarbanes-Oxley Act, IT Audit
Education
St. Petersburg College
PwC June 2003 - February 2014
Raymond James Financial Inc. January 2001 - June 2003
Raymond James Financial Inc. August 1999 - January 2001
Raymond James Financial Inc. August 1998 - August 1999
Raymond James Financial Inc. September 1996 - August 1998
Raymond James Financial Inc. August 1995 - August 1996
Raymond James Financial Inc. June 1988 - July 1995
Skills
SDLC, Product Management, Testing, Quality Assurance, Project Coordination, IT Strategy, Business Analysis, Project Management, Asset Management, Process Improvement, Business Process..., Management Consulting, IT Management, Sarbanes-Oxley Act, IT Audit
Education
St. Petersburg College
Jason Lowry's Raymond James Financial Inc. Experience July 2014 - Present
Job Investment Banking Associate at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. April 2012 - June 2014
Morgan Keegan June 2011 - April 2012
JBW Capital Management August 2010 - June 2011
BancTec 2009 - 2009
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Due Diligence, Private Equity, Investments, Capital Markets, Capital IQ, Equities, DCF, Hedge Funds, Business Valuation, Mergers & Acquisitions, Economics
Education
Southern Methodist University - Cox School of Business 2010 — 2011
MSA, Accounting
Southern Methodist University 2006 — 2010
BBA, Finance, Economics with Financial Applications
Southlake Carroll 2002 — 2006
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. April 2012 - June 2014
Morgan Keegan June 2011 - April 2012
JBW Capital Management August 2010 - June 2011
BancTec 2009 - 2009
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Due Diligence, Private Equity, Investments, Capital Markets, Capital IQ, Equities, DCF, Hedge Funds, Business Valuation, Mergers & Acquisitions, Economics
Education
Southern Methodist University - Cox School of Business 2010 — 2011
MSA, Accounting
Southern Methodist University 2006 — 2010
BBA, Finance, Economics with Financial Applications
Southlake Carroll 2002 — 2006
Karen Stawicki's Raymond James Financial Inc. Experience March 1980 - June 1981
Job Financial Advisor with Transamerica Financial Advisors at Atlantic Coast Advisory Group of Charleston
Industry Financial Services
Experience
"Its Your Business" presented by Atlantc Coast Advisory Group of Charleston 2014 - Present
Atlantic Coast Advisory Group of Charleston April 2013 - May 2014
Stawicki Financial Strategies / New York Life July 1997 - April 2013
ASB Financial 1990 - 1997
Dean Witter Reynolds July 1984 - September 1987
Raymond James Financial Inc. March 1980 - June 1981
Skills
Retirement, Investments, Estate Planning, Insurance, Financial Advisory, Retirement Planning, Finance, Financial Planners, Marketing, Strategic Financial..., IRAs, Public Speaking, Financial Services, Asset Allocation, Fixed Annuities, Investment Strategies, 401k, 401k Rollovers, Small Business, Wealth Management, Securities, Long-term Care, Financial Planning, Investment Advisory, Life Insurance, Term Life Insurance, Wealth, Pensions, Mutual Funds, Series 63, Tax, Real Estate, Disability Insurance, Mortgage Lending, Long Term Care Insurance, Wealth Accumulation, Portfolio Management, Free, Income, People Development, Brokerage, Asset Management, Retirement Income..., tax free exit strategies, guaranteed income..., Insurance Planning, Seminar Speaker, Speaking Engagements, Connector, Connectors
Education
St. Petersburg College
Associate of Arts (AA), Communication and Media Studies
University of New Hampshire
"Its Your Business" presented by Atlantc Coast Advisory Group of Charleston 2014 - Present
Atlantic Coast Advisory Group of Charleston April 2013 - May 2014
Stawicki Financial Strategies / New York Life July 1997 - April 2013
ASB Financial 1990 - 1997
Dean Witter Reynolds July 1984 - September 1987
Raymond James Financial Inc. March 1980 - June 1981
Skills
Retirement, Investments, Estate Planning, Insurance, Financial Advisory, Retirement Planning, Finance, Financial Planners, Marketing, Strategic Financial..., IRAs, Public Speaking, Financial Services, Asset Allocation, Fixed Annuities, Investment Strategies, 401k, 401k Rollovers, Small Business, Wealth Management, Securities, Long-term Care, Financial Planning, Investment Advisory, Life Insurance, Term Life Insurance, Wealth, Pensions, Mutual Funds, Series 63, Tax, Real Estate, Disability Insurance, Mortgage Lending, Long Term Care Insurance, Wealth Accumulation, Portfolio Management, Free, Income, People Development, Brokerage, Asset Management, Retirement Income..., tax free exit strategies, guaranteed income..., Insurance Planning, Seminar Speaker, Speaking Engagements, Connector, Connectors
Education
St. Petersburg College
Associate of Arts (AA), Communication and Media Studies
University of New Hampshire
Beth Lipka Beth Lipka's Raymond James Financial Inc. Experience April 2012 - Present
Job Executive Assistant at Raymond James
Industry Executive Office
Experience
Raymond James Financial Inc. April 2012 - Present
Raymond James Financial Inc. August 2011 - April 2012
Prometheus Partners/Southeast QSR, LLC 2010 - 2011
CCS Medical 2003 - 2010
Franklin Templeton Group 2000 - 2003
Warnaco 1998 - 2000
Kemper Bakery Systems / WP Bakery Group 1994 - 1998
Skills
Event Planning, Management, Concur, Lotus Notes, Customer Service, Online Research, Executive Management, Purchasing, Outlook, Mergers & Acquisitions, Human Resources, Microsoft Office, Visio, Spreadsheets, Time Management, Calendars, Project Planning, Process Scheduler
Education
St. Petersburg College
A.S. Degree, Hospitality/Business Management
Raymond James Financial Inc. April 2012 - Present
Raymond James Financial Inc. August 2011 - April 2012
Prometheus Partners/Southeast QSR, LLC 2010 - 2011
CCS Medical 2003 - 2010
Franklin Templeton Group 2000 - 2003
Warnaco 1998 - 2000
Kemper Bakery Systems / WP Bakery Group 1994 - 1998
Skills
Event Planning, Management, Concur, Lotus Notes, Customer Service, Online Research, Executive Management, Purchasing, Outlook, Mergers & Acquisitions, Human Resources, Microsoft Office, Visio, Spreadsheets, Time Management, Calendars, Project Planning, Process Scheduler
Education
St. Petersburg College
A.S. Degree, Hospitality/Business Management
Todd Volkman Todd Volkman's Raymond James Financial Inc. Experience November 2014 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Dillon Gage Wealth Management December 2010 - June 2014
CBS Radio December 2010 - January 2014
Wells Fargo 2008 - April 2010
Bank of America 2003 - 2007
Skills
Public Speaking, Financial Coaching, Team Building, Money Management, Portfolio Management, Variable Annuities, Asset Allocation, Retirement Planning, ETFs, Investments, Sales, Financial Advisory, Alternative Investments, Mutual Funds, Management, Risk Management, Securities, Leadership, Finance, Wealth, Financial Services, Strategy, Estate Planning
Education
Southern Illinois University, Edwardsville 1986 — 1990
Bachelors of Business, Finance
Belleville East High School 1982 — 1986
Raymond James Financial Inc. November 2014 - Present
Dillon Gage Wealth Management December 2010 - June 2014
CBS Radio December 2010 - January 2014
Wells Fargo 2008 - April 2010
Bank of America 2003 - 2007
Skills
Public Speaking, Financial Coaching, Team Building, Money Management, Portfolio Management, Variable Annuities, Asset Allocation, Retirement Planning, ETFs, Investments, Sales, Financial Advisory, Alternative Investments, Mutual Funds, Management, Risk Management, Securities, Leadership, Finance, Wealth, Financial Services, Strategy, Estate Planning
Education
Southern Illinois University, Edwardsville 1986 — 1990
Bachelors of Business, Finance
Belleville East High School 1982 — 1986
Peter Freyer Peter Freyer's Raymond James Financial Inc. Experience June 2009 - August 2009
Job VP Head of Financial Crimes Compliance MI & Reporting at HSBC
Industry Financial Services
Experience
HSBC November 2014 - Present
HSBC August 2013 - November 2014
HSBC July 2012 - August 2013
HSBC July 2010 - July 2012
Saint Francis University August 2009 - May 2010
Raymond James Financial Inc. June 2009 - August 2009
Skills
Banking, Time Management, Leadership, Project Management, Communication, Customer Experience, Microsoft Office, Microsoft Excel, Organizational Culture, Culture Change, Strategy, Customer Service, Management, Organizational..., Financial Analysis
Education
St. Francis University 2006 — 2010
BS, Finance, Management
HSBC November 2014 - Present
HSBC August 2013 - November 2014
HSBC July 2012 - August 2013
HSBC July 2010 - July 2012
Saint Francis University August 2009 - May 2010
Raymond James Financial Inc. June 2009 - August 2009
Skills
Banking, Time Management, Leadership, Project Management, Communication, Customer Experience, Microsoft Office, Microsoft Excel, Organizational Culture, Culture Change, Strategy, Customer Service, Management, Organizational..., Financial Analysis
Education
St. Francis University 2006 — 2010
BS, Finance, Management
Suresh Sikharam's Raymond James Financial Inc. Experience September 2013 - April 2014
Job Lead Database Designer / Architect at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters April 2014 - Present
Raymond James Financial Inc. September 2013 - April 2014
Cambia Health Solutions (HealthSparQ) Consultant through Compucom July 2013 - August 2013
Nike October 2012 - May 2013
Independent Oracle Consultant (Amazon) May 2012 - October 2012
Yesmail July 2010 - May 2012
Windsor Solutions October 2007 - July 2010
AMIS June 2007 - October 2007
Nike Inc. November 2004 - June 2007
Regence Blueshield 2001 - 2001
Skills
Indexing, Modeling, PL/SQL, SQL, Databases, Engineering, Solution Architecture, Data Warehousing, SQL Server, SDLC, Systems Analysis, Agile, Architecture, Business Intelligence, Application Development, Visio, XML, DB2, Oracle SQL, ETL, Unix Shell Scripting, Process Development, Enterprise Architecture, Linux, ERP, OLAP, Agile Methodologies, Data Modeling, Integration, Oracle, Database Design, Enterprise Software, Software Development, Informatica, Performance Tuning, Agile Project Management, Microsoft SQL Server, Data Integration, Architectures, Data Migration, SQL Tuning, Machine Learning, Oracle SQL Developer
Education
Southern Illinois University, Edwardsville 1995 — 1997
MS, Civil Engingering specializing in Environmental Sciences and Computing and Information Systems
MVSR Engineering College 1991 — 1995
BE, Civil Engineering
SVC High School
SVC High School
Thomson Reuters April 2014 - Present
Raymond James Financial Inc. September 2013 - April 2014
Cambia Health Solutions (HealthSparQ) Consultant through Compucom July 2013 - August 2013
Nike October 2012 - May 2013
Independent Oracle Consultant (Amazon) May 2012 - October 2012
Yesmail July 2010 - May 2012
Windsor Solutions October 2007 - July 2010
AMIS June 2007 - October 2007
Nike Inc. November 2004 - June 2007
Regence Blueshield 2001 - 2001
Skills
Indexing, Modeling, PL/SQL, SQL, Databases, Engineering, Solution Architecture, Data Warehousing, SQL Server, SDLC, Systems Analysis, Agile, Architecture, Business Intelligence, Application Development, Visio, XML, DB2, Oracle SQL, ETL, Unix Shell Scripting, Process Development, Enterprise Architecture, Linux, ERP, OLAP, Agile Methodologies, Data Modeling, Integration, Oracle, Database Design, Enterprise Software, Software Development, Informatica, Performance Tuning, Agile Project Management, Microsoft SQL Server, Data Integration, Architectures, Data Migration, SQL Tuning, Machine Learning, Oracle SQL Developer
Education
Southern Illinois University, Edwardsville 1995 — 1997
MS, Civil Engingering specializing in Environmental Sciences and Computing and Information Systems
MVSR Engineering College 1991 — 1995
BE, Civil Engineering
SVC High School
SVC High School
Beverly Foster's Raymond James Financial Inc. Experience May 2005 - August 2009
Job Master of Arts, Communications & Leadership Candidate
Industry Higher Education
Experience
Apple Inc. October 2009 - December 2010
Raymond James Financial Inc. May 2005 - August 2009
University Athletic Association, UF May 2004 - May 2005
Skills
Customer Relations, Excel, Mac OS X, Social Media, Microsoft Office, Social Networking, Public Speaking, Teaching, Training, PowerPoint, Research, Video Editing, Management, Marketing
Education
Gonzaga University 2013 — 2015
Master of Arts, Communication and Leadership Studies, Communication and Leadership
University of Florida 2002 — 2004
Bachelor’s Degree, College of Journalism and Communication
St. Petersburg College 1999 — 2002
AA, Communications
Apple Inc. October 2009 - December 2010
Raymond James Financial Inc. May 2005 - August 2009
University Athletic Association, UF May 2004 - May 2005
Skills
Customer Relations, Excel, Mac OS X, Social Media, Microsoft Office, Social Networking, Public Speaking, Teaching, Training, PowerPoint, Research, Video Editing, Management, Marketing
Education
Gonzaga University 2013 — 2015
Master of Arts, Communication and Leadership Studies, Communication and Leadership
University of Florida 2002 — 2004
Bachelor’s Degree, College of Journalism and Communication
St. Petersburg College 1999 — 2002
AA, Communications
Brad Pope's Raymond James Financial Inc. Experience February 2007 - September 2010
Job Internal Wholesaler at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management January 2015 - Present
Eagle Asset Management August 2014 - January 2015
Eagle Asset Management October 2010 - August 2014
Raymond James Financial Inc. February 2007 - September 2010
duPont Registry August 2006 - February 2007
Skills
Asset Managment, Microsoft Office, Strategic Planning, Social Media, Equities, Marketing, Securities, Microsoft Excel, Marketing Strategy, Asset Management, Financial Services, Mutual Funds, Asset Allocation, Investments, Portfolio Management, Investment Strategies, Financial Analysis, Investment Advisory, Retirement Planning, Wealth Management, Investment Management, Fixed Income, Equity Research, Alternative Investments, 401k, Strategic Financial..., ETFs, Separately Managed..., Relationship Management, Hedge Funds, FINRA, Financial Advisory, Series 7
Education
University of Florida - Warrington College Of Business 1999 — 2002
Bachelor of Science, Management
St. Petersburg College 1997 — 1999
Associate of Arts (A.A.)
Seminole HS
Eagle Asset Management January 2015 - Present
Eagle Asset Management August 2014 - January 2015
Eagle Asset Management October 2010 - August 2014
Raymond James Financial Inc. February 2007 - September 2010
duPont Registry August 2006 - February 2007
Skills
Asset Managment, Microsoft Office, Strategic Planning, Social Media, Equities, Marketing, Securities, Microsoft Excel, Marketing Strategy, Asset Management, Financial Services, Mutual Funds, Asset Allocation, Investments, Portfolio Management, Investment Strategies, Financial Analysis, Investment Advisory, Retirement Planning, Wealth Management, Investment Management, Fixed Income, Equity Research, Alternative Investments, 401k, Strategic Financial..., ETFs, Separately Managed..., Relationship Management, Hedge Funds, FINRA, Financial Advisory, Series 7
Education
University of Florida - Warrington College Of Business 1999 — 2002
Bachelor of Science, Management
St. Petersburg College 1997 — 1999
Associate of Arts (A.A.)
Seminole HS
Ashley Blaz's Raymond James Financial Inc. Experience 2013 - Present
Job Supervisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2013 - Present
Franklin Templeton Investments January 2011 - Present
Franklin Templeton Investments September 2007 - January 2011
Skills
Management, Customer Service, Process Improvement, Microsoft Excel, Microsoft Word, SharePoint, Risk Management, Analysis, Mutual Funds, Training, PowerPoint, Microsoft Office, Team Building, Coaching
Education
St. Petersburg College 2001 — 2008
Raymond James Financial Inc. 2013 - Present
Franklin Templeton Investments January 2011 - Present
Franklin Templeton Investments September 2007 - January 2011
Skills
Management, Customer Service, Process Improvement, Microsoft Excel, Microsoft Word, SharePoint, Risk Management, Analysis, Mutual Funds, Training, PowerPoint, Microsoft Office, Team Building, Coaching
Education
St. Petersburg College 2001 — 2008
Donna Law's Raymond James Financial Inc. Experience June 2006 - January 2013
Job Project Manager, PMP, CSM at Jagged Peak
Industry Financial Services
Experience
Jagged Peak December 2014 - Present
PSCU January 2013 - October 2014
Raymond James Financial Inc. June 2006 - January 2013
Raymond James Financial November 2000 - June 2006
Fiserv January 1986 - November 2000
Skills
Project Management, Software Project..., Requirements Analysis, PMP, Business Process, SDLC, MS Project, Process Improvement, Business Analysis, Certified ScrumMaster, Building Relationships, Collaborative Problem..., Scrum, Program Management, Vendor Management, Quality Assurance, User Acceptance Testing, Leadership, PMO, Agile Project Management, Quality Center, Testing, SharePoint, Requirements Gathering, Visio, SQL, IT Strategy, Integration, SOA, Software Development, Risk Management, Financial Services, Agile Methodologies, Management, Business Requirements, Software Documentation, Access, Project Portfolio..., CRM, Business Process..., Resource Management, IT Management, Enterprise Architecture, ITIL, Systems Analysis, Disaster Recovery, Business Intelligence, Information Technology, Project Delivery, Data Warehousing
Education
St. Petersburg College 2001 — 2008
BAS, Technology Management
Jagged Peak December 2014 - Present
PSCU January 2013 - October 2014
Raymond James Financial Inc. June 2006 - January 2013
Raymond James Financial November 2000 - June 2006
Fiserv January 1986 - November 2000
Skills
Project Management, Software Project..., Requirements Analysis, PMP, Business Process, SDLC, MS Project, Process Improvement, Business Analysis, Certified ScrumMaster, Building Relationships, Collaborative Problem..., Scrum, Program Management, Vendor Management, Quality Assurance, User Acceptance Testing, Leadership, PMO, Agile Project Management, Quality Center, Testing, SharePoint, Requirements Gathering, Visio, SQL, IT Strategy, Integration, SOA, Software Development, Risk Management, Financial Services, Agile Methodologies, Management, Business Requirements, Software Documentation, Access, Project Portfolio..., CRM, Business Process..., Resource Management, IT Management, Enterprise Architecture, ITIL, Systems Analysis, Disaster Recovery, Business Intelligence, Information Technology, Project Delivery, Data Warehousing
Education
St. Petersburg College 2001 — 2008
BAS, Technology Management
Gary Brunner's Raymond James Financial Inc. Experience January 2015 - Present
Job Security Access Analyst
Industry Computer Hardware
Experience
Raymond James Financial Inc. January 2015 - Present
SkyBridge Resources September 2014 - January 2015
Eckerd Youth Alternatives October 2008 - September 2014
ChoicePoint October 1999 - October 2008
Skills
Process Improvement, Integration, Vendor Management, Software Documentation, Windows, Troubleshooting, Active Directory, Security, Program Management, Servers, SharePoint, Management, Networking, System Administration, Technical Support, Team Building
Education
St. Petersburg College 1997 — 2000
Associates, General Education
Northeast High School 1993 — 1997
High School Diploma
Raymond James Financial Inc. January 2015 - Present
SkyBridge Resources September 2014 - January 2015
Eckerd Youth Alternatives October 2008 - September 2014
ChoicePoint October 1999 - October 2008
Skills
Process Improvement, Integration, Vendor Management, Software Documentation, Windows, Troubleshooting, Active Directory, Security, Program Management, Servers, SharePoint, Management, Networking, System Administration, Technical Support, Team Building
Education
St. Petersburg College 1997 — 2000
Associates, General Education
Northeast High School 1993 — 1997
High School Diploma
Heather Doolin's Raymond James Financial Inc. Experience December 2013 - Present
Job HRMS System Administrator at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. December 2013 - Present
Raymond James Financial Inc. March 2007 - December 2013
Raymond James Financial Inc. December 2004 - March 2007
Raymond James Financial Inc. September 2002 - December 2004
Skills
Process Improvement, Visio, SharePoint, Business Analysis, Access, PeopleSoft, Data Analysis, Requirements Gathering, MS Project, SDLC, Requirements Analysis, Software Documentation, Data Warehousing, Disaster Recovery, Integration, ITIL, Analysis, Business Process, Vendor Management, SQL, User Acceptance Testing, Microsoft SQL Server, Risk Management, HRIS, Quality Assurance, Project Management, Microsoft Office
Education
St. Petersburg College 2007 — 2011
Technology Management
Raymond James Financial Inc. December 2013 - Present
Raymond James Financial Inc. March 2007 - December 2013
Raymond James Financial Inc. December 2004 - March 2007
Raymond James Financial Inc. September 2002 - December 2004
Skills
Process Improvement, Visio, SharePoint, Business Analysis, Access, PeopleSoft, Data Analysis, Requirements Gathering, MS Project, SDLC, Requirements Analysis, Software Documentation, Data Warehousing, Disaster Recovery, Integration, ITIL, Analysis, Business Process, Vendor Management, SQL, User Acceptance Testing, Microsoft SQL Server, Risk Management, HRIS, Quality Assurance, Project Management, Microsoft Office
Education
St. Petersburg College 2007 — 2011
Technology Management
Amber Steadman's Raymond James Financial Inc. Experience November 2000 - April 2008
Job Assistant Manager, Attractions Program at AAA
Industry Leisure, Travel & Tourism
Experience
The Auto Club Group August 2011 - Present
The Auto Club Group July 2008 - August 2011
Raymond James Financial Inc. November 2000 - April 2008
Skills
Event Management, Marketing, Sales, Entertainment, Attraction Marketing, Visitor Attractions, Event Planning, Large-scale Event..., Partner Management, Contract Negotiation, Contract Management, Pricing Analysis, Tourism, Leisure Travel, Sales Management, Marketing Strategy, Large Scale Events, Leadership, Management, Negotiation, Strategic Planning, Strategy, Team Building, Trade Shows, Customer Service, Customer Satisfaction, Training, Account Management, Marketing Communications, Customer Retention, Process Improvement
Education
St. Petersburg College 1994 — 1998
Criminology
St. Petersburg Senior High School 1990 — 1994
diploma
The Auto Club Group August 2011 - Present
The Auto Club Group July 2008 - August 2011
Raymond James Financial Inc. November 2000 - April 2008
Skills
Event Management, Marketing, Sales, Entertainment, Attraction Marketing, Visitor Attractions, Event Planning, Large-scale Event..., Partner Management, Contract Negotiation, Contract Management, Pricing Analysis, Tourism, Leisure Travel, Sales Management, Marketing Strategy, Large Scale Events, Leadership, Management, Negotiation, Strategic Planning, Strategy, Team Building, Trade Shows, Customer Service, Customer Satisfaction, Training, Account Management, Marketing Communications, Customer Retention, Process Improvement
Education
St. Petersburg College 1994 — 1998
Criminology
St. Petersburg Senior High School 1990 — 1994
diploma
John McLain's Raymond James Financial Inc. Experience January 2001 - January 2006
Job Resolution Specialist at SAFECO Insurance
Industry Investment Management
Experience
Liberty Mutual Insurance/SAFECO November 2012 - Present
Oak Street Funding August 2012 - October 2012
Liberty Mutual Insurance/SAFECO October 2010 - July 2012
Huntington National Bank & The Huntington Investment Company November 2009 - October 2010
Charles Schwab June 2006 - October 2009
Raymond James Financial Inc. January 2001 - January 2006
RAYMOND JAMES FINANCIAL January 1997 - January 2001
Investment Sciences November 1994 - June 1997
Edwards, Wallace, McLain & Company April 1987 - October 1991
D.C. Reilly & Associates February 1978 - April 1987
Education
St. Petersburg College 2006 — 2006
Certification, Lean & Six-Sigma certification
University of South Florida - College of Business Administration 1999 — 2003
BS, FINANCE AND BUSINESS ECONOMICS 2003
Liberty Mutual Insurance/SAFECO November 2012 - Present
Oak Street Funding August 2012 - October 2012
Liberty Mutual Insurance/SAFECO October 2010 - July 2012
Huntington National Bank & The Huntington Investment Company November 2009 - October 2010
Charles Schwab June 2006 - October 2009
Raymond James Financial Inc. January 2001 - January 2006
RAYMOND JAMES FINANCIAL January 1997 - January 2001
Investment Sciences November 1994 - June 1997
Edwards, Wallace, McLain & Company April 1987 - October 1991
D.C. Reilly & Associates February 1978 - April 1987
Education
St. Petersburg College 2006 — 2006
Certification, Lean & Six-Sigma certification
University of South Florida - College of Business Administration 1999 — 2003
BS, FINANCE AND BUSINESS ECONOMICS 2003
Debbie Luke's Raymond James Financial Inc. Experience October 2014 - Present
Job Sales Assistant at Raymond James Financial Inc.
Industry Hospitality
Experience
Raymond James Financial Inc. October 2014 - Present
Somerset Beach Campground May 2010 - May 2014
Starbucks Coffee Company August 2008 - May 2009
Spring Arbor University 2007 - 2008
Spring Arbor University 2007 - 2008
Spring Arbor University 2006 - 2007
Skills
Leadership
Education
Spring Arbor University 2004 — 2008
Bachelors of Arts, English, Business, Marketing
Raymond James Financial Inc. October 2014 - Present
Somerset Beach Campground May 2010 - May 2014
Starbucks Coffee Company August 2008 - May 2009
Spring Arbor University 2007 - 2008
Spring Arbor University 2007 - 2008
Spring Arbor University 2006 - 2007
Skills
Leadership
Education
Spring Arbor University 2004 — 2008
Bachelors of Arts, English, Business, Marketing
Sharon (Richards) Linsenbach's Raymond James Financial Inc. Experience 2011 - 2013
Job IT Associate/Analyst
Industry Information Technology and Services
Experience
Raymond James Financial Inc. 2011 - 2013
JSI Capital Advisors September 2008 - January 2009
AS&E July 2008 - September 2008
Focus Marketing March 2008 - July 2008
Virginia Independent Automobile Dealers Association October 2006 - February 2008
Traderonline.com June 2004 - September 2006
MultiSoft Corrp 2000 - 2002
Skills
Payroll, Recruiting, Event Management, Microsoft Excel, Marketing, Project Planning, Office Management, SEO
Education
Southwest Florida College 2000 — 2001
NA, Computer Science
Raymond James Financial Inc. 2011 - 2013
JSI Capital Advisors September 2008 - January 2009
AS&E July 2008 - September 2008
Focus Marketing March 2008 - July 2008
Virginia Independent Automobile Dealers Association October 2006 - February 2008
Traderonline.com June 2004 - September 2006
MultiSoft Corrp 2000 - 2002
Skills
Payroll, Recruiting, Event Management, Microsoft Excel, Marketing, Project Planning, Office Management, SEO
Education
Southwest Florida College 2000 — 2001
NA, Computer Science
Cathy DeMartino's Raymond James Financial Inc. Experience 1985 - 1992
Job Executive Assistant at Professional Surveys, Inc.
Industry Import and Export
Experience
Professional Surveys, Inc. April 2012 - Present
Tibbetts Holdings, LLC May 2006 - January 2012
Cox Lumber Co. 2003 - 2006
Ratec LLC 1998 - 2003
Environmental Technologies, Inc. 1993 - 1998
Raymond James Financial Inc. 1985 - 1992
Skills
Research, Excel, Customer Service, Word, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Administrative..., Event Planning, Payroll, Outlook, Administrative..., Sales Management, Budgets, Negotiation, Strategic Planning, Contract Negotiation, Public Speaking, Inventory Management, Sales, Purchasing, Operations Management
Education
St. Petersburg College 1990 — 1992
Boca Ciega
Professional Surveys, Inc. April 2012 - Present
Tibbetts Holdings, LLC May 2006 - January 2012
Cox Lumber Co. 2003 - 2006
Ratec LLC 1998 - 2003
Environmental Technologies, Inc. 1993 - 1998
Raymond James Financial Inc. 1985 - 1992
Skills
Research, Excel, Customer Service, Word, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Administrative..., Event Planning, Payroll, Outlook, Administrative..., Sales Management, Budgets, Negotiation, Strategic Planning, Contract Negotiation, Public Speaking, Inventory Management, Sales, Purchasing, Operations Management
Education
St. Petersburg College 1990 — 1992
Boca Ciega
Debbie Hawke's Raymond James Financial Inc. Experience August 1993 - April 2010
Job Corporate Paralegal at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial April 2011 - Present
Raymond James Financial Inc. August 1993 - April 2010
Raymond James Financial Inc. December 1990 - August 1993
Skills
Corporate Law, Notary Public, Entity Management, Investments, Legal Writing
Education
St. Petersburg College
Associate's degree, Law
Raymond James Financial April 2011 - Present
Raymond James Financial Inc. August 1993 - April 2010
Raymond James Financial Inc. December 1990 - August 1993
Skills
Corporate Law, Notary Public, Entity Management, Investments, Legal Writing
Education
St. Petersburg College
Associate's degree, Law
Jana Darnel-Sabra's Raymond James Financial Inc. Experience July 2014 - Present
Job Executive Assistant, Public Finance at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial November 2011 - July 2014
Forbes Magazine September 2009 - November 2011
PayPal, Inc. July 2002 - March 2009
DTNergy November 1997 - July 2002
Skills
Compliance and..., Project Management, Outlook, Financial Risk, Risk Management, Training, PowerPoint, OSHA, Customer Experience, Microsoft Office 2007, Compliance, Administrative..., Microsoft Excel, Business Travel, Committed to..., Management, Data Analysis, Organizational..., Lotus Notes, Customer Service, Payments, OS X, Expense Management, Windows, Content Management, Research, Microsoft Word, Fraud, Analysis, Accounting, Call Centers, Salesforce.com, Customer Satisfaction, Analytics
Education
Southern New Hampshire University 2014 — 2016
MBA in Sustainability & Environmental Compliance, Sustainability Studies and Compliance, GPA 3.8
California State University, Bakersfield 2011 — 2013
Bachelor's degree, Environmental Resource Management, 3.6 GPA
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial November 2011 - July 2014
Forbes Magazine September 2009 - November 2011
PayPal, Inc. July 2002 - March 2009
DTNergy November 1997 - July 2002
Skills
Compliance and..., Project Management, Outlook, Financial Risk, Risk Management, Training, PowerPoint, OSHA, Customer Experience, Microsoft Office 2007, Compliance, Administrative..., Microsoft Excel, Business Travel, Committed to..., Management, Data Analysis, Organizational..., Lotus Notes, Customer Service, Payments, OS X, Expense Management, Windows, Content Management, Research, Microsoft Word, Fraud, Analysis, Accounting, Call Centers, Salesforce.com, Customer Satisfaction, Analytics
Education
Southern New Hampshire University 2014 — 2016
MBA in Sustainability & Environmental Compliance, Sustainability Studies and Compliance, GPA 3.8
California State University, Bakersfield 2011 — 2013
Bachelor's degree, Environmental Resource Management, 3.6 GPA
Daniel Grinnan's Raymond James Financial Inc. Experience July 2013 - September 2014
Job Associate at Newstone Capital Partners
Industry Financial Services
Experience
Newstone Capital Partners October 2014 - Present
Raymond James Financial Inc. July 2013 - September 2014
Raymond James Financial Inc. April 2012 - June 2013
Morgan Keegan July 2010 - March 2012
Erickson Partners LLC October 2009 - June 2010
FDIC May 2009 - August 2009
Hillwood 2007 - 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance, Capital IQ, Due Diligence, Capital Markets, Financial Statement..., DCF
Education
Southern Methodist University 2006 — 2010
B.S., Economics With Financial Applications
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Accounting
St. Mark's School of Texas
Newstone Capital Partners October 2014 - Present
Raymond James Financial Inc. July 2013 - September 2014
Raymond James Financial Inc. April 2012 - June 2013
Morgan Keegan July 2010 - March 2012
Erickson Partners LLC October 2009 - June 2010
FDIC May 2009 - August 2009
Hillwood 2007 - 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance, Capital IQ, Due Diligence, Capital Markets, Financial Statement..., DCF
Education
Southern Methodist University 2006 — 2010
B.S., Economics With Financial Applications
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Accounting
St. Mark's School of Texas
Christine Copodonna's Raymond James Financial Inc. Experience September 2008 - April 2012
Job Independent Consultant at The Pampered Chef
Industry Financial Services
Experience
The Pampered Chef January 2013 - Present
Raymond James April 2012 - Present
Raymond James Financial Inc. September 2008 - April 2012
Raymond James Financial Inc. May 2007 - September 2008
Skills
Data Analysis, Sales, Process Improvement, Project Management, Team Leadership, Customer Service, Team Building, SharePoint, PowerPoint, Outlook, Microsoft Word, Project Planning, Requirements Analysis, Budgets, Risk Management, Requirements Gathering, Software Documentation, Analysis, Windows, Troubleshooting, Public Speaking, Event Planning, Teamwork, Testing, SDLC
Education
University of South Florida 2015 — 2017
Bachelor’s Degree, Management Information Systems
St. Petersburg College 2009 — 2014
A.A in General Studies, International Business
Remington College 2006 — 2008
A.S in Computer Networking Technology, Computer Hardware and Software
The Pampered Chef January 2013 - Present
Raymond James April 2012 - Present
Raymond James Financial Inc. September 2008 - April 2012
Raymond James Financial Inc. May 2007 - September 2008
Skills
Data Analysis, Sales, Process Improvement, Project Management, Team Leadership, Customer Service, Team Building, SharePoint, PowerPoint, Outlook, Microsoft Word, Project Planning, Requirements Analysis, Budgets, Risk Management, Requirements Gathering, Software Documentation, Analysis, Windows, Troubleshooting, Public Speaking, Event Planning, Teamwork, Testing, SDLC
Education
University of South Florida 2015 — 2017
Bachelor’s Degree, Management Information Systems
St. Petersburg College 2009 — 2014
A.A in General Studies, International Business
Remington College 2006 — 2008
A.S in Computer Networking Technology, Computer Hardware and Software
Daniel Macfarlane's Raymond James Financial Inc. Experience August 2009 - Present
Job IT Support Analyst at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. August 2009 - Present
Raymond James Financial Inc. August 2007 - August 2009
Skills
Windows 7, Customer Service, Microsoft Office, Microsoft Excel, Software Installation, PowerPoint, System Administration, Troubleshooting, Microsoft Word, Scripting, Peer Mentoring, Help Desk Support, Problem Solving, Windows Vista, Windows XP Pro, Windows 8, AutoIt, Software Documentation, Process Automation, Technical Support, Active Directory, Disaster Recovery
Education
St. Petersburg College 2005 — 2007
Associate of Arts (AA), Engineering
Raymond James Financial Inc. August 2009 - Present
Raymond James Financial Inc. August 2007 - August 2009
Skills
Windows 7, Customer Service, Microsoft Office, Microsoft Excel, Software Installation, PowerPoint, System Administration, Troubleshooting, Microsoft Word, Scripting, Peer Mentoring, Help Desk Support, Problem Solving, Windows Vista, Windows XP Pro, Windows 8, AutoIt, Software Documentation, Process Automation, Technical Support, Active Directory, Disaster Recovery
Education
St. Petersburg College 2005 — 2007
Associate of Arts (AA), Engineering
Elizabeth A. CampBell's Raymond James Financial Inc. Experience May 1992 - March 1997
Job Clerical & Data Entry Specialist
Industry Information Services
Experience
CampBell Christian School August 2009 - Present
Relief at Hand, LLC 2014 - 2015
Bank of America August 2007 - April 2009
Raymond James Financial Inc. May 1992 - March 1997
Raymond James Financial Inc. May 1990 - May 1992
Raymond James Financial Inc. August 1987 - May 1990
National Health Agency August 1985 - August 1987
National Health Agency August 1982 - July 1984
National Health Agency 1982 - 1984
Skills
Microsoft Office, Customer Service, Data Entry, Customer Relations, Excel, Word, Outlook, PowerPoint, Windows, Event Planning, Databases, Typing, Customer Satisfaction, Software Documentation, Management, Time Management, Telephone Skills, Microsoft Excel, Spreadsheets, Training, Office Management, Lotus Notes, Administrative..., Process Scheduler, Call Centers, Public Speaking
Education
St. Petersburg College 1985 — 1987
General Studies
St. Petersburg High School 1980 — 1982
Diploma
CampBell Christian School August 2009 - Present
Relief at Hand, LLC 2014 - 2015
Bank of America August 2007 - April 2009
Raymond James Financial Inc. May 1992 - March 1997
Raymond James Financial Inc. May 1990 - May 1992
Raymond James Financial Inc. August 1987 - May 1990
National Health Agency August 1985 - August 1987
National Health Agency August 1982 - July 1984
National Health Agency 1982 - 1984
Skills
Microsoft Office, Customer Service, Data Entry, Customer Relations, Excel, Word, Outlook, PowerPoint, Windows, Event Planning, Databases, Typing, Customer Satisfaction, Software Documentation, Management, Time Management, Telephone Skills, Microsoft Excel, Spreadsheets, Training, Office Management, Lotus Notes, Administrative..., Process Scheduler, Call Centers, Public Speaking
Education
St. Petersburg College 1985 — 1987
General Studies
St. Petersburg High School 1980 — 1982
Diploma
Arthur Hatfield's Raymond James Financial Inc. Experience April 2012 - Present
Job Managing Director at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan October 1994 - March 2012
Skills
Equities, Capital Markets, Series 7, Equity Research, Investments
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1994
MBA, Finance
Southern Utah University 1989 — 1992
BS, Accounting
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan October 1994 - March 2012
Skills
Equities, Capital Markets, Series 7, Equity Research, Investments
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1994
MBA, Finance
Southern Utah University 1989 — 1992
BS, Accounting
Carla Gary's Raymond James Financial Inc. Experience 2003 - 2007
Job Trading Support Associate II at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates September 2007 - Present
Raymond James & Associates, Inc 2007 - Present
Raymond James Financial Inc. 2003 - 2007
Raymond James Financial Inc. 2000 - 2003
Raymond James Financial Inc. February 1997 - 2000
Skills
Microsoft Outlook,..., Customer Service..., Accounting Basics, Data Entry, Team Building, Customer Relations, Hiring, Problem Solving, Accounts Payable, Account Management, Trading
Education
St. Petersburg College
Raymond James & Associates September 2007 - Present
Raymond James & Associates, Inc 2007 - Present
Raymond James Financial Inc. 2003 - 2007
Raymond James Financial Inc. 2000 - 2003
Raymond James Financial Inc. February 1997 - 2000
Skills
Microsoft Outlook,..., Customer Service..., Accounting Basics, Data Entry, Team Building, Customer Relations, Hiring, Problem Solving, Accounts Payable, Account Management, Trading
Education
St. Petersburg College
Jason Musgrave's Raymond James Financial Inc. Experience July 2014 - Present
Job System Support Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial Inc. November 2011 - July 2014
Raymond James & Associates, Inc April 2008 - November 2011
Freight & Shipping, Inc. November 2005 - September 2007
Skills
Asset Management, Software Installation, Computer Software..., Computer Hardware..., Wireless Networking, Customer Service, Project Management, Computer Hardware..., Windows 7, Windows XP Pro, Microsoft Office 2007, Microsoft Office 2010, Networking, Technical Support, Process Improvement, Troubleshooting
Education
St. Petersburg College 2009 — 2013
Associate of Science (AS), Computer Systems Networking and Telecommunications
Lasalle Computer Learning Center 2007 — 2008
Certified Internet Webmaster, Web design/ Computer hardware & software
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial Inc. November 2011 - July 2014
Raymond James & Associates, Inc April 2008 - November 2011
Freight & Shipping, Inc. November 2005 - September 2007
Skills
Asset Management, Software Installation, Computer Software..., Computer Hardware..., Wireless Networking, Customer Service, Project Management, Computer Hardware..., Windows 7, Windows XP Pro, Microsoft Office 2007, Microsoft Office 2010, Networking, Technical Support, Process Improvement, Troubleshooting
Education
St. Petersburg College 2009 — 2013
Associate of Science (AS), Computer Systems Networking and Telecommunications
Lasalle Computer Learning Center 2007 — 2008
Certified Internet Webmaster, Web design/ Computer hardware & software
Jennifer Prout's Raymond James Financial Inc. Experience March 2012 - Present
Job Corporate Actions Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2012 - Present
Davis Bews Design Group November 2011 - January 2012
District Court of Maryland August 2007 - June 2011
Countrywide Home Loans January 2006 - August 2007
Countrywide Home Loans April 2005 - January 2006
Countrywide Home Loans October 2004 - April 2005
Preferred Home Mortgage April 2004 - October 2004
Washington Mutual Bank August 2002 - March 2004
District Court of Maryland April 1998 - August 2002
Skills
Business Analysis, Customer Service, Coaching, Training, Accounting, Budgets, Management, Analysis, Software Documentation, Sales, Research, Loans, Human Resources, Banking, Risk Management, Time Management, Finance, Microsoft Excel, Process Improvement, Access, Leadership, Financial Analysis, Outlook, Team Building
Education
St Petersburg College 2011 — 2011
Total Quality Fundamentals
St. Petersburg College 2006 — 2007
Accounting
Salisbury University 1993 — 1997
B.S., Business Administration
Raymond James Financial Inc. March 2012 - Present
Davis Bews Design Group November 2011 - January 2012
District Court of Maryland August 2007 - June 2011
Countrywide Home Loans January 2006 - August 2007
Countrywide Home Loans April 2005 - January 2006
Countrywide Home Loans October 2004 - April 2005
Preferred Home Mortgage April 2004 - October 2004
Washington Mutual Bank August 2002 - March 2004
District Court of Maryland April 1998 - August 2002
Skills
Business Analysis, Customer Service, Coaching, Training, Accounting, Budgets, Management, Analysis, Software Documentation, Sales, Research, Loans, Human Resources, Banking, Risk Management, Time Management, Finance, Microsoft Excel, Process Improvement, Access, Leadership, Financial Analysis, Outlook, Team Building
Education
St Petersburg College 2011 — 2011
Total Quality Fundamentals
St. Petersburg College 2006 — 2007
Accounting
Salisbury University 1993 — 1997
B.S., Business Administration
Jim Orick's Raymond James Financial Inc. Experience 1998 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James Financial Inc. 1998 - Present
Morgan Keegan & Co., Inc. January 1996 - November 1998
The City of Memphis December 1990 - January 1996
Computer Data Sytems, Inc. April 1989 - December 1990
CSC November 1986 - April 1989
Parts, Inc. December 1984 - November 1986
Skills
Analysis, Strategic Financial..., Customer Service, Asset Managment, Fixed Income, Series 7, Series 63, Equity Research, Capital Markets, Financial Services, Asset Allocation
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Southwest Tennessee Community College
Associate of Science (A.S.), Computuer Programming
Raymond James Financial Inc. 1998 - Present
Morgan Keegan & Co., Inc. January 1996 - November 1998
The City of Memphis December 1990 - January 1996
Computer Data Sytems, Inc. April 1989 - December 1990
CSC November 1986 - April 1989
Parts, Inc. December 1984 - November 1986
Skills
Analysis, Strategic Financial..., Customer Service, Asset Managment, Fixed Income, Series 7, Series 63, Equity Research, Capital Markets, Financial Services, Asset Allocation
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Southwest Tennessee Community College
Associate of Science (A.S.), Computuer Programming
Christopher Ranney's Raymond James Financial Inc. Experience May 2011 - December 2012
Job Senior Automation Engineer
Industry Financial Services
Experience
Independent Consulting April 2014 - Present
Viewpost April 2014 - May 2015
American Express December 2012 - April 2014
Raymond James Financial Inc. May 2011 - December 2012
City of Clearwater May 2010 - May 2011
System Revivers September 2009 - May 2010
Skills
IIS, Powershell, Automation, Windows Server, System Deployment, Web Applications, Integration, Web Application..., Web Application Security, Live Forensics, Security Incident..., FTK, Windows Forensics, Windows, Snort, Metasploit, EnCase, SQL, Windows System..., System Design, Disaster Recovery, Microsoft SQL Server, Software Deployment, Secure Network..., System Administration..., Agile Methodologies, Splunk, Digital Forensics, Network Forensics, Mobile Forensics, E-Discovery, Forensic Analysis, VMware, Servers, Troubleshooting, Information Security, Network Security, Enterprise Software, Computer Security
Education
Stevenson University 2012 — 2015
Master of Science (M.S.), Cyber/Computer Forensics and Counterterrorism
Stevenson University 2012 — 2014
Bachelor of Science (B.S.), Computer Forensics
St. Petersburg College 2009 — 2011
Associate of Science (A.S.), Information Technology Security, Cum Laude
Independent Consulting April 2014 - Present
Viewpost April 2014 - May 2015
American Express December 2012 - April 2014
Raymond James Financial Inc. May 2011 - December 2012
City of Clearwater May 2010 - May 2011
System Revivers September 2009 - May 2010
Skills
IIS, Powershell, Automation, Windows Server, System Deployment, Web Applications, Integration, Web Application..., Web Application Security, Live Forensics, Security Incident..., FTK, Windows Forensics, Windows, Snort, Metasploit, EnCase, SQL, Windows System..., System Design, Disaster Recovery, Microsoft SQL Server, Software Deployment, Secure Network..., System Administration..., Agile Methodologies, Splunk, Digital Forensics, Network Forensics, Mobile Forensics, E-Discovery, Forensic Analysis, VMware, Servers, Troubleshooting, Information Security, Network Security, Enterprise Software, Computer Security
Education
Stevenson University 2012 — 2015
Master of Science (M.S.), Cyber/Computer Forensics and Counterterrorism
Stevenson University 2012 — 2014
Bachelor of Science (B.S.), Computer Forensics
St. Petersburg College 2009 — 2011
Associate of Science (A.S.), Information Technology Security, Cum Laude
Debra Heimburger's Raymond James Financial Inc. Experience May 2009 - February 2011
Job Experienced Legal Secretary
Industry Legal Services
Experience
The Florida Bar January 2015 - Present
Coast Dental October 2011 - September 2014
Raymond James Financial Inc. May 2009 - February 2011
Thompson Coburn LLP. June 2007 - February 2009
Missouri Attorney General's Office February 2006 - June 2007
Skills
Legal Research, Westlaw, Pleadings, Outlook, Legal Writing, Process Scheduler, Time Management, Litigation, Filing, Depositions, Motions, Transcription, Legal Documents, Telephone Skills, Mail Sorting, Document Drafting, Drafting Agreements, Drafting Correspondence, Final Draft, Electronic Filing, Regulatory Filings, Maintaining..., Scheduling, Appointment Scheduling, Meeting Scheduling, Schedule Control, Legal Discovery, Ordering Office Supplies, Invoicing, UPS Shipping, FedEx, Microsoft Excel, Microsoft Word, WordPerfect, PowerPoint, Patents, Trademarks, Document Review, Document Imaging, Binders, Corporate Law, Personal Injury..., State & Federal Laws, Electronic Data..., Electronic Databases, Adobe Professional, Expense Reports, Interrogatories, Settlement Agreements, Travel Arrangements
Education
St. Louis Community College 2003 — 2005
Associate of Science (AS), Paralegal Studies, 3.86
The Florida Bar January 2015 - Present
Coast Dental October 2011 - September 2014
Raymond James Financial Inc. May 2009 - February 2011
Thompson Coburn LLP. June 2007 - February 2009
Missouri Attorney General's Office February 2006 - June 2007
Skills
Legal Research, Westlaw, Pleadings, Outlook, Legal Writing, Process Scheduler, Time Management, Litigation, Filing, Depositions, Motions, Transcription, Legal Documents, Telephone Skills, Mail Sorting, Document Drafting, Drafting Agreements, Drafting Correspondence, Final Draft, Electronic Filing, Regulatory Filings, Maintaining..., Scheduling, Appointment Scheduling, Meeting Scheduling, Schedule Control, Legal Discovery, Ordering Office Supplies, Invoicing, UPS Shipping, FedEx, Microsoft Excel, Microsoft Word, WordPerfect, PowerPoint, Patents, Trademarks, Document Review, Document Imaging, Binders, Corporate Law, Personal Injury..., State & Federal Laws, Electronic Data..., Electronic Databases, Adobe Professional, Expense Reports, Interrogatories, Settlement Agreements, Travel Arrangements
Education
St. Louis Community College 2003 — 2005
Associate of Science (AS), Paralegal Studies, 3.86
Paul Hecht's Raymond James Financial Inc. Experience December 2008 - Present
Job Project Manager at Raymond James Financial Inc.
Industry
Experience
Raymond James Financial Inc. December 2008 - Present
Hecht Construction Company, Inc. 1990 - 2008
Skills
Business Analysis, Project Management, Process Improvement, Program Management, Risk Management, Project Planning, Analysis, Budgets, Sales, Conflict Resolution, Contract Negotiation, Primavera, Bid Analysis, AutoCAD, MS Project, Vendor Management
Education
University of Arkansas
Master's Degree, Operations Management
Southwest Tennessee Community College
Associate's Degree, Civil Construction Engineering Technology
University of Tennessee-Knoxville
Bachelor's Degree, Business Logistics
Raymond James Financial Inc. December 2008 - Present
Hecht Construction Company, Inc. 1990 - 2008
Skills
Business Analysis, Project Management, Process Improvement, Program Management, Risk Management, Project Planning, Analysis, Budgets, Sales, Conflict Resolution, Contract Negotiation, Primavera, Bid Analysis, AutoCAD, MS Project, Vendor Management
Education
University of Arkansas
Master's Degree, Operations Management
Southwest Tennessee Community College
Associate's Degree, Civil Construction Engineering Technology
University of Tennessee-Knoxville
Bachelor's Degree, Business Logistics
Joanne Detlor's Raymond James Financial Inc. Experience September 2008 - Present
Job Executive Assistant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2008 - Present
Pinellas County Sheriff's Office September 1981 - July 2008
Skills
Outlook, Executive..., Microsoft Office, Event Planning, Access, Project Management, Human Resources, Budgets, Visio, Event Management
Education
St. Petersburg College
Associate of Science (AS)
Raymond James Financial Inc. September 2008 - Present
Pinellas County Sheriff's Office September 1981 - July 2008
Skills
Outlook, Executive..., Microsoft Office, Event Planning, Access, Project Management, Human Resources, Budgets, Visio, Event Management
Education
St. Petersburg College
Associate of Science (AS)
Jamie Hansche's Raymond James Financial Inc. Experience January 2013 - July 2013
Job Technical Specialist at Bright House Networks
Industry Computer & Network Security
Experience
Bright House Networks September 2013 - Present
Raymond James Financial Inc. January 2013 - July 2013
Transamerica June 2007 - December 2012
Education
St. Petersburg College 2009 — 2014
Associate of Science (AS), Information Technology
Bright House Networks September 2013 - Present
Raymond James Financial Inc. January 2013 - July 2013
Transamerica June 2007 - December 2012
Education
St. Petersburg College 2009 — 2014
Associate of Science (AS), Information Technology
Paula Dorzuk paulad743@gmail.com's Raymond James Financial Inc. Experience 1995 - 1999
Job Accounting Clerk / Brokerage Professional
Industry Accounting
Experience
Peter Wittwer NA March 2014 - Present
Accountemps September 2013 - Present
Personal Business May 2013 - Present
Morton Plant Hospital March 2013 - August 2013
Pinellas County Sheriff's Office 2000 - 2012
Accountemps 1999 - 2000
Raymond James Financial Inc. 1995 - 1999
Skills
Accounts Receivable, Accounting, Accounts Payable, Payroll, Equities, Data Entry, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, 10 Key, Invoicing, Journal Entries, QuickBooks, Typing, Account Reconciliation, Telephone Skills, Financial Accounting, General Ledger
Education
St. Petersburg College
Associate of Arts (AA)
University of South Florida
No degree
Peter Wittwer NA March 2014 - Present
Accountemps September 2013 - Present
Personal Business May 2013 - Present
Morton Plant Hospital March 2013 - August 2013
Pinellas County Sheriff's Office 2000 - 2012
Accountemps 1999 - 2000
Raymond James Financial Inc. 1995 - 1999
Skills
Accounts Receivable, Accounting, Accounts Payable, Payroll, Equities, Data Entry, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, 10 Key, Invoicing, Journal Entries, QuickBooks, Typing, Account Reconciliation, Telephone Skills, Financial Accounting, General Ledger
Education
St. Petersburg College
Associate of Arts (AA)
University of South Florida
No degree
Daniel Rodriguez-Ortiz's Raymond James Financial Inc. Experience May 2012 - Present
Job Compliance Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - Present
Raymond James Financial Inc. January 2010 - May 2012
FIS January 2008 - February 2010
Skills
Compliance, Customer Service, Bilingual-English/Spanis..., Internal Audit, Quality Assurance, Cross-functional Team...
Education
St. Petersburg College 2009 — 2014
Raymond James Financial Inc. May 2012 - Present
Raymond James Financial Inc. January 2010 - May 2012
FIS January 2008 - February 2010
Skills
Compliance, Customer Service, Bilingual-English/Spanis..., Internal Audit, Quality Assurance, Cross-functional Team...
Education
St. Petersburg College 2009 — 2014
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS