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
Sissy Spain Sissy Spain's Raymond James Financial Inc. Experience May 1997 - Present
Job Administrative Assistant, Meetings & Events
Industry Financial Services
Experience
Raymond James Financial Inc. May 1997 - Present
Skills
Investments, Securities, Mutual Funds, Asset Management, Equities, Portfolio Management, Series 7, Wealth Management, Banking, Financial Analysis, Insurance, Strategic Financial..., Investment Banking, Series 63
Education
St. Petersburg College
Associate of Science (A.S.), Administrative Assistant and Secretarial Science, General
Raymond James Financial Inc. May 1997 - Present
Skills
Investments, Securities, Mutual Funds, Asset Management, Equities, Portfolio Management, Series 7, Wealth Management, Banking, Financial Analysis, Insurance, Strategic Financial..., Investment Banking, Series 63
Education
St. Petersburg College
Associate of Science (A.S.), Administrative Assistant and Secretarial Science, General
Travis Workman Travis Workman's Raymond James Financial Inc. Experience October 2014 - Present
Job Equity Sector Specialist at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. October 2014 - Present
KCM Asset Management February 2014 - May 2014
Roland George Investments Program August 2013 - May 2014
Roland George Investments Program, Stetson University June 2013 - January 2014
The Grotto May 2011 - August 2012
Epic Theaters August 2008 - August 2010
Skills
Risk Management, Risk Assessment, Bloomberg, Asset Management, Equity Research, Equities, Investments, Analysis, Financial Risk, Portfolio Management, Morningstar Direct, SASS, Information Security, Information Security..., Security, Bloomberg Terminal, Hedge Funds, Finance, PowerPoint, Microsoft Excel
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James Financial Inc. October 2014 - Present
KCM Asset Management February 2014 - May 2014
Roland George Investments Program August 2013 - May 2014
Roland George Investments Program, Stetson University June 2013 - January 2014
The Grotto May 2011 - August 2012
Epic Theaters August 2008 - August 2010
Skills
Risk Management, Risk Assessment, Bloomberg, Asset Management, Equity Research, Equities, Investments, Analysis, Financial Risk, Portfolio Management, Morningstar Direct, SASS, Information Security, Information Security..., Security, Bloomberg Terminal, Hedge Funds, Finance, PowerPoint, Microsoft Excel
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Daniel Marro's Raymond James Financial Inc. Experience October 2011 - Present
Job Corporate Bond Trader
Industry Financial Services
Experience
Raymond James Financial Inc. October 2011 - Present
Skills
Business Development, Finance, Series 7, Portfolio Management, Analysis, Microsoft Excel, Management, Investments, Bonds, Financial Analysis, Asset Allocation, Bloomberg, Securities, Equities, Mutual Funds
Education
Stetson University 2007 — 2011
Bachelor, Business Administration; Finance
Avon Old Farms Prep School 2004 — 2007
Raymond James Financial Inc. October 2011 - Present
Skills
Business Development, Finance, Series 7, Portfolio Management, Analysis, Microsoft Excel, Management, Investments, Bonds, Financial Analysis, Asset Allocation, Bloomberg, Securities, Equities, Mutual Funds
Education
Stetson University 2007 — 2011
Bachelor, Business Administration; Finance
Avon Old Farms Prep School 2004 — 2007
Marc Giller Marc Giller's Raymond James Financial Inc. Experience 1997 - 1999
Job IT Applications Analyst at Holland & Knight LLP
Industry Law Practice
Experience
Holland & Knight LLP March 2015 - Present
Johnson, Pope, Bokor, Ruppel & Burns, LLP April 2007 - March 2015
Forizs & Dogali, P.A. January 1999 - March 2007
Raymond James Financial Inc. 1997 - 1999
Skills
Computer Network..., Computer Hardware, Computer Maintenance, Marketing Communications, Communication, Writing, Creative Writing, Technical Writing, Web Design, Employee Training, Video Production, Video Editing, Supervisory Skills, Troubleshooting, Research, Project Management, Servers, Windows 7, IIS
Education
Texas A&M University 1986 — 1990
Bachelor of Science (B.S.), Journalism
Holland & Knight LLP March 2015 - Present
Johnson, Pope, Bokor, Ruppel & Burns, LLP April 2007 - March 2015
Forizs & Dogali, P.A. January 1999 - March 2007
Raymond James Financial Inc. 1997 - 1999
Skills
Computer Network..., Computer Hardware, Computer Maintenance, Marketing Communications, Communication, Writing, Creative Writing, Technical Writing, Web Design, Employee Training, Video Production, Video Editing, Supervisory Skills, Troubleshooting, Research, Project Management, Servers, Windows 7, IIS
Education
Texas A&M University 1986 — 1990
Bachelor of Science (B.S.), Journalism
Laura Seletos's Raymond James Financial Inc. Experience 2014 - Present
Job Information Security Systems Admin at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
InfraGard August 2015 - Present
Information Systems Security Association (ISSA) February 2015 - Present
Raymond James Financial Inc. 2014 - Present
ReliaQuest 2013 - 2014
Stetson University January 2012 - May 2013
Stetson University January 2012 - April 2012
Stetson University January 2011 - April 2011
Skills
Network Security, Computer Security, Security, CSS, Penetration Testing, Mobile Applications, HTML, Vulnerability Assessment, Software Engineering, Information Technology, SIEM, Flash, JavaScript, SQL, Databases, Android Development, Website Development, Customer Service, Java, Powershell, Cross-platform..., iPad Development, Technology Integration, Teamwork, Security Consulting, GUI development, XCode, Eclipse, Data Modeling, Android SDK, Information Security..., Network Monitoring Tools, Pre/Post Sales Engineers, Web Application..., DLP, Internet/Web Security, HIPAA, PCI DSS, NIST 800-53, SANs Critical Security..., IDS/IPS, Anti-Malware, Linux, Security+, Top Secret, Incident Response, Scripting, Security Analysis, Enterprise Consulting, Security Audits
Education
Stetson University
Bachelor's degree, Computer Information Systems
InfraGard August 2015 - Present
Information Systems Security Association (ISSA) February 2015 - Present
Raymond James Financial Inc. 2014 - Present
ReliaQuest 2013 - 2014
Stetson University January 2012 - May 2013
Stetson University January 2012 - April 2012
Stetson University January 2011 - April 2011
Skills
Network Security, Computer Security, Security, CSS, Penetration Testing, Mobile Applications, HTML, Vulnerability Assessment, Software Engineering, Information Technology, SIEM, Flash, JavaScript, SQL, Databases, Android Development, Website Development, Customer Service, Java, Powershell, Cross-platform..., iPad Development, Technology Integration, Teamwork, Security Consulting, GUI development, XCode, Eclipse, Data Modeling, Android SDK, Information Security..., Network Monitoring Tools, Pre/Post Sales Engineers, Web Application..., DLP, Internet/Web Security, HIPAA, PCI DSS, NIST 800-53, SANs Critical Security..., IDS/IPS, Anti-Malware, Linux, Security+, Top Secret, Incident Response, Scripting, Security Analysis, Enterprise Consulting, Security Audits
Education
Stetson University
Bachelor's degree, Computer Information Systems
Michelle Wulf Michelle Wulf's Raymond James Financial Inc. Experience November 2013 - Present
Job QA Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial Inc. November 2013 - Present
American Express July 2011 - October 2013
AAA September 2007 - July 2011
The Nielsen Company 2005 - 2007
The Nielsen Company 2001 - 2007
Skills
SDLC, SQL, User Acceptance Testing, Waterfall, Requirements Analysis, Quality Center, Test Planning, Manual Testing, Requirements Gathering, Software Quality..., Regression Testing, Business Analysis, Agile Methodologies, Testing, Quality Assurance, Visio, Analytics, Software Project..., System Testing, Test Cases, Test Management, Test Automation, QTP
Education
University of Phoenix 2004 — 2006
Master of Science, Computer Science
Stetson University 1996 — 2000
BA, Social Science Education
Raymond James Financial Inc. November 2013 - Present
American Express July 2011 - October 2013
AAA September 2007 - July 2011
The Nielsen Company 2005 - 2007
The Nielsen Company 2001 - 2007
Skills
SDLC, SQL, User Acceptance Testing, Waterfall, Requirements Analysis, Quality Center, Test Planning, Manual Testing, Requirements Gathering, Software Quality..., Regression Testing, Business Analysis, Agile Methodologies, Testing, Quality Assurance, Visio, Analytics, Software Project..., System Testing, Test Cases, Test Management, Test Automation, QTP
Education
University of Phoenix 2004 — 2006
Master of Science, Computer Science
Stetson University 1996 — 2000
BA, Social Science Education
Jana Head Jana Head's Raymond James Financial Inc. Experience June 2014 - September 2014
Job Judicial Intern at Sixth Judicial Circuit of Florida Court Administration
Industry Law Practice
Experience
Sixth Judicial Circuit of Florida Court Administration August 2014 - December 2014
Raymond James Financial Inc. June 2014 - September 2014
Law Offices of Richard D. Green June 2013 - June 2014
Skills
Public Speaking, Legal Research, Research, Westlaw, Lexis, Legal Writing, Legal Documents, Legal Assistance
Education
Stetson University College of Law 2012 — 2015
Juris Doctor
University of Florida 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Sixth Judicial Circuit of Florida Court Administration August 2014 - December 2014
Raymond James Financial Inc. June 2014 - September 2014
Law Offices of Richard D. Green June 2013 - June 2014
Skills
Public Speaking, Legal Research, Research, Westlaw, Lexis, Legal Writing, Legal Documents, Legal Assistance
Education
Stetson University College of Law 2012 — 2015
Juris Doctor
University of Florida 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Selene Robbins Selene Robbins's Raymond James Financial Inc. Experience 2007 - 2008
Job Telemetry Nurse at MPM
Industry Hospital & Health Care
Experience
Morton Plant Mease 2015 - Present
Western & Southern Financial Group February 2006 - January 2008
Raymond James Financial Inc. 2007 - 2008
Skills
Admissions, Higher Education, Staff Development, Adult Education, Student Affairs, Customer Acquisition, Customer Retention, Negotiation, Train New Employees, Sales Presentations, Direct Sales, Life Insurance, Call Centers, Office Administration, Student Financial Aid, Resume Writing, Enrollment Management, Customer Service, Team Building, Leadership, Coaching, Sales
Education
St. Petersburg College
Associate of Arts and Sciences (AAS), Health Sciences
Morton Plant Mease 2015 - Present
Western & Southern Financial Group February 2006 - January 2008
Raymond James Financial Inc. 2007 - 2008
Skills
Admissions, Higher Education, Staff Development, Adult Education, Student Affairs, Customer Acquisition, Customer Retention, Negotiation, Train New Employees, Sales Presentations, Direct Sales, Life Insurance, Call Centers, Office Administration, Student Financial Aid, Resume Writing, Enrollment Management, Customer Service, Team Building, Leadership, Coaching, Sales
Education
St. Petersburg College
Associate of Arts and Sciences (AAS), Health Sciences
Sarah Masi Sarah Masi's Raymond James Financial Inc. Experience June 2013 - Present
Job Education Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
Raymond James & Associates, Inc September 2008 - June 2013
Big Brothers Big Sisters of Pinellas County April 2006 - January 2008
Capital One January 1997 - January 2006
Skills
SDLC, Business Analysis, Visio, Process Improvement, Risk Management, Vendor Management, Program Management, Portfolio Management, Financial Analysis, PMP, Requirements Analysis, PMO, SharePoint, Project Management, Business Process, Project Portfolio...
Education
St. Petersburg College 2009 — 2014
Bachelor of Science (B.S.), Educational Studies
Raymond James Financial Inc. June 2013 - Present
Raymond James & Associates, Inc September 2008 - June 2013
Big Brothers Big Sisters of Pinellas County April 2006 - January 2008
Capital One January 1997 - January 2006
Skills
SDLC, Business Analysis, Visio, Process Improvement, Risk Management, Vendor Management, Program Management, Portfolio Management, Financial Analysis, PMP, Requirements Analysis, PMO, SharePoint, Project Management, Business Process, Project Portfolio...
Education
St. Petersburg College 2009 — 2014
Bachelor of Science (B.S.), Educational Studies
Shawn Hoaglan Shawn Hoaglan's Raymond James Financial Inc. Experience June 2004 - July 2015
Job Security Analyst for Wellcare
Industry Financial Services
Experience
WellCare Health Plans July 2015 - Present
Raymond James Financial Inc. June 2004 - July 2015
Skills
Information Security, Antivirus, VPN, Networking, Firewalls, Disaster Recovery, Active Directory, Network Security, CISSP
Education
St. Petersburg College 2000 — 2002
Associate of Science (AS), Information Security
WellCare Health Plans July 2015 - Present
Raymond James Financial Inc. June 2004 - July 2015
Skills
Information Security, Antivirus, VPN, Networking, Firewalls, Disaster Recovery, Active Directory, Network Security, CISSP
Education
St. Petersburg College 2000 — 2002
Associate of Science (AS), Information Security
samantha rosario's Raymond James Financial Inc. Experience February 2005 - Present
Job IMPAC Specialist III at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. February 2005 - Present
Allstate March 1998 - January 2005
Skills
Microsoft Excel, Customer Service, Windows, Research, Public Speaking, Microsoft Office 2007, Business Analysis, Microsoft Office, Management
Education
Boca Ciega High School 1994 — 1997
High School Diploma
St. Petersburg College
Raymond James Financial Inc. February 2005 - Present
Allstate March 1998 - January 2005
Skills
Microsoft Excel, Customer Service, Windows, Research, Public Speaking, Microsoft Office 2007, Business Analysis, Microsoft Office, Management
Education
Boca Ciega High School 1994 — 1997
High School Diploma
St. Petersburg College
Adam Allen Adam Allen's Raymond James Financial Inc. Experience July 2009 - Present
Job Financial Advisor / Branch Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2009 - Present
Wells Fargo Advisors January 2008 - June 2009
A.G. Edwards & Sons, Inc. January 2001 - January 2008
Skills
Life Insurance, Disability Insurance, Organizational..., Investments, Retirement Planning, Retirement Income..., Investment Planning, Employer Retirement..., Business Succession..., Asset Allocation, 401k Rollovers, Long Term Care Insurance, Public Speaking, Estate Planning, Trust Services
Education
Taylor University 1989 — 1992
Bachelor of Science (BS)
Center Grove High School 1984 — 1988
Raymond James Financial Inc. July 2009 - Present
Wells Fargo Advisors January 2008 - June 2009
A.G. Edwards & Sons, Inc. January 2001 - January 2008
Skills
Life Insurance, Disability Insurance, Organizational..., Investments, Retirement Planning, Retirement Income..., Investment Planning, Employer Retirement..., Business Succession..., Asset Allocation, 401k Rollovers, Long Term Care Insurance, Public Speaking, Estate Planning, Trust Services
Education
Taylor University 1989 — 1992
Bachelor of Science (BS)
Center Grove High School 1984 — 1988
Don Milich's Raymond James Financial Inc. Experience April 2012 - Present
Job Senior Vice President, Investments & Galleria Branch Manager, Raymond James
Industry Investment Management
Experience
Raymond James Financial Inc. April 2012 - Present
Barclays Wealth and Investment Management June 2010 - March 2012
Morgan Stanley Wealth Management July 2008 - June 2010
Deutsche Bank August 1990 - July 2008
Kidder Peabody June 1984 - August 1990
Skills
Portfolio Management, Portfolio Optimization, Wealth Management, Tactical Asset..., Asset Allocation
Education
Ursinus College 1978 — 1982
Bachelor of Arts (BA), Economics
Temple University 1982 — 1984
Raymond James Financial Inc. April 2012 - Present
Barclays Wealth and Investment Management June 2010 - March 2012
Morgan Stanley Wealth Management July 2008 - June 2010
Deutsche Bank August 1990 - July 2008
Kidder Peabody June 1984 - August 1990
Skills
Portfolio Management, Portfolio Optimization, Wealth Management, Tactical Asset..., Asset Allocation
Education
Ursinus College 1978 — 1982
Bachelor of Arts (BA), Economics
Temple University 1982 — 1984
Blake Rice Blake Rice's Raymond James Financial Inc. Experience 2010 - 2011
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2011 - Present
Raymond James Financial Inc. 2010 - 2011
Skills
Retirement Planning, Wealth Management, Financial Analysis
Education
Tennessee Technological University 2007 — 2011
Bachelor's degree, Finance
AXA Advisors June 2011 - Present
Raymond James Financial Inc. 2010 - 2011
Skills
Retirement Planning, Wealth Management, Financial Analysis
Education
Tennessee Technological University 2007 — 2011
Bachelor's degree, Finance
Wendy Long Wendy Long's Raymond James Financial Inc. Experience March 2014 - August 2014
Job President at LaDeeDa Kids Spa, Inc.
Industry Human Resources
Experience
LaDee-Da Kids Spa, Inc. January 2015 - Present
Raymond James Financial Inc. March 2014 - August 2014
Baxter Healthcare February 2003 - March 2014
Landlord 2006 - 2014
Skills
Performance Management, HRIS, Talent Management, Onboarding, Workforce Planning, Benefits Administration, Employee Relations, New Hire Orientations, Applicant Tracking..., FMLA, Talent Acquisition, HR Policies, Employee Benefits, Employee Engagement, Compensation & Benefit, Personnel Management, Payroll, Human Resources, ADP Payroll, Internet Recruiting, Temporary Placement, Job Descriptions, College Recruiting, HR Consulting, Employee Handbooks, PeopleSoft, Hiring, Legal Compliance, Staffing Services, Technical Recruiting, Sourcing, Interviews, Temporary Staffing, Benefits Negotiation, Recruiting, Screening Resumes, Workers Compensation, Labor Relations
Education
St. Petersburg College 2003 — 2012
BS, Mgmt. and Organizational Leadership
University of South Florida 2009 — 2011
Operations Management and Supervision
LaDee-Da Kids Spa, Inc. January 2015 - Present
Raymond James Financial Inc. March 2014 - August 2014
Baxter Healthcare February 2003 - March 2014
Landlord 2006 - 2014
Skills
Performance Management, HRIS, Talent Management, Onboarding, Workforce Planning, Benefits Administration, Employee Relations, New Hire Orientations, Applicant Tracking..., FMLA, Talent Acquisition, HR Policies, Employee Benefits, Employee Engagement, Compensation & Benefit, Personnel Management, Payroll, Human Resources, ADP Payroll, Internet Recruiting, Temporary Placement, Job Descriptions, College Recruiting, HR Consulting, Employee Handbooks, PeopleSoft, Hiring, Legal Compliance, Staffing Services, Technical Recruiting, Sourcing, Interviews, Temporary Staffing, Benefits Negotiation, Recruiting, Screening Resumes, Workers Compensation, Labor Relations
Education
St. Petersburg College 2003 — 2012
BS, Mgmt. and Organizational Leadership
University of South Florida 2009 — 2011
Operations Management and Supervision
Rachael Tschari's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Private Tutor at SUNY Fredonia
Industry Market Research
Experience
First Niagara Bank January 2015 - Present
SUNY Fredonia August 2013 - August 2015
SUNY Fredonia May 2013 - May 2014
Raymond James Financial Inc. June 2013 - August 2013
Applebee's 2013 - 2013
TGI Fridays 2012 - 2013
The Research Foundation September 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, JMP, Minitab, R, Customer Service, Sales Operations, Management, Research, Regression Analysis, Time Series Analysis, Economics, Economic Modeling, Economic Research, Financial Analysis, Statistical Data..., Statistical Reporting, Statistical Computing, Statistical Programming, Statistical Modeling, Statistical Software, Teamwork, Public Speaking, Social Media, English
Education
SUNY Fredonia 2008 — 2014
Bachelor's Degree, Economics, 3.4
Williamsville East
First Niagara Bank January 2015 - Present
SUNY Fredonia August 2013 - August 2015
SUNY Fredonia May 2013 - May 2014
Raymond James Financial Inc. June 2013 - August 2013
Applebee's 2013 - 2013
TGI Fridays 2012 - 2013
The Research Foundation September 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, JMP, Minitab, R, Customer Service, Sales Operations, Management, Research, Regression Analysis, Time Series Analysis, Economics, Economic Modeling, Economic Research, Financial Analysis, Statistical Data..., Statistical Reporting, Statistical Computing, Statistical Programming, Statistical Modeling, Statistical Software, Teamwork, Public Speaking, Social Media, English
Education
SUNY Fredonia 2008 — 2014
Bachelor's Degree, Economics, 3.4
Williamsville East
Tina Arvin's Raymond James Financial Inc. Experience July 2001 - March 2005
Job Paralegal at Gassman Law Associates, P.A.
Industry Legal Services
Experience
Gassman Law Associates, P.A. March 2005 - Present
Raymond James Financial Inc. July 2001 - March 2005
New Neighbor, Inc. December 1998 - July 2001
Raymond James Financial Inc. August 1994 - December 1998
Robert A. Banker Private Investigations October 1993 - August 1998
Skills
Legal Research, Wills, Legal Writing, Document Review, Legal Assistance, Document Drafting, Legal Documents, Corporate Law, Estate Planning, Legal Review, Entity Formations
Education
St. Petersburg College 1993 — 1995
Associate of Arts (A.A.), Honors Interdisciplinary Studies
Gassman Law Associates, P.A. March 2005 - Present
Raymond James Financial Inc. July 2001 - March 2005
New Neighbor, Inc. December 1998 - July 2001
Raymond James Financial Inc. August 1994 - December 1998
Robert A. Banker Private Investigations October 1993 - August 1998
Skills
Legal Research, Wills, Legal Writing, Document Review, Legal Assistance, Document Drafting, Legal Documents, Corporate Law, Estate Planning, Legal Review, Entity Formations
Education
St. Petersburg College 1993 — 1995
Associate of Arts (A.A.), Honors Interdisciplinary Studies
Joe Durkin, CFA's Raymond James Financial Inc. Experience December 2014 - Present
Job Institutional Equity Sales at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. December 2014 - Present
Columbia Management May 2014 - December 2014
Columbia Management March 2012 - May 2014
Columbia Management October 2010 - March 2012
Columbia Management April 2010 - October 2010
WB Mason June 2009 - March 2010
Skills
Series 7, Mutual Funds, Bloomberg, Competitive Analysis, Financial Analysis, Uniform Combined State..., Sales Process, Series 63, Alternative Investments, Portfolio Management, Sales
Education
Stonehill College 2005 — 2009
BS, Finance & Economics
Cohasset High School 2001 — 2005
Raymond James Financial Inc. December 2014 - Present
Columbia Management May 2014 - December 2014
Columbia Management March 2012 - May 2014
Columbia Management October 2010 - March 2012
Columbia Management April 2010 - October 2010
WB Mason June 2009 - March 2010
Skills
Series 7, Mutual Funds, Bloomberg, Competitive Analysis, Financial Analysis, Uniform Combined State..., Sales Process, Series 63, Alternative Investments, Portfolio Management, Sales
Education
Stonehill College 2005 — 2009
BS, Finance & Economics
Cohasset High School 2001 — 2005
Stacey Hudson, CFA's Raymond James Financial Inc. Experience June 2010 - July 2013
Job Investor Relations Manager, Alon USA
Industry Oil & Energy
Experience
Alon USA July 2013 - Present
Raymond James Financial Inc. June 2010 - July 2013
Jameson Bank May 2008 - August 2008
Skills
Finance, Financial Analysis, Energy, Oil & Gas Industry, Downstream Oil & Gas, Oil & Gas Exploration, Financial Statement..., Equity Research, Valuation, Analysis, Bloomberg, Capital Markets, Corporate Finance, Equities
Education
Stetson University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Alon USA July 2013 - Present
Raymond James Financial Inc. June 2010 - July 2013
Jameson Bank May 2008 - August 2008
Skills
Finance, Financial Analysis, Energy, Oil & Gas Industry, Downstream Oil & Gas, Oil & Gas Exploration, Financial Statement..., Equity Research, Valuation, Analysis, Bloomberg, Capital Markets, Corporate Finance, Equities
Education
Stetson University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Leslie Richards Leslie Richards's Raymond James Financial Inc. Experience January 2010 - Present
Job Technology Test Analyst
Industry Financial Services
Experience
Raymond James Financial Inc. January 2010 - Present
Raymond James Financial Inc. March 2007 - January 2010
Raymond James Financial Inc. November 2005 - March 2007
Raymond James Financial Inc. January 1999 - September 2003
Raymond James Financial Inc. April 1997 - January 1999
Raymond James Financial Inc. February 1996 - April 1997
Raymond James Financial Inc. March 1989 - February 1996
Skills
Test Planning, QTP, Test Cases, User Acceptance Testing, System Testing, Regression Testing, Quality Center, Quality Assurance, Visio, Testing, Agile Methodologies, SDLC, Integration, Software Quality..., Databases, Manual Testing, Requirements Analysis, Test Automation, Performance Testing, Defect Tracking, Requirements Gathering, Business Analysis, Waterfall, Systems Analysis, Scrum, HP Quality Center, Visual Studio, Integration Testing, Test Management, Agile & Waterfall..., Process Improvement
Education
St. Petersburg College 2002 — 2005
IT Quality Assurance and Software Testing Certificate, Quality Assurance, Software Testing, Technology Management
St. Petersburg College 1990 — 2001
Associate of Arts Business Administration, Business Administration and Management, General
Raymond James Financial Inc. January 2010 - Present
Raymond James Financial Inc. March 2007 - January 2010
Raymond James Financial Inc. November 2005 - March 2007
Raymond James Financial Inc. January 1999 - September 2003
Raymond James Financial Inc. April 1997 - January 1999
Raymond James Financial Inc. February 1996 - April 1997
Raymond James Financial Inc. March 1989 - February 1996
Skills
Test Planning, QTP, Test Cases, User Acceptance Testing, System Testing, Regression Testing, Quality Center, Quality Assurance, Visio, Testing, Agile Methodologies, SDLC, Integration, Software Quality..., Databases, Manual Testing, Requirements Analysis, Test Automation, Performance Testing, Defect Tracking, Requirements Gathering, Business Analysis, Waterfall, Systems Analysis, Scrum, HP Quality Center, Visual Studio, Integration Testing, Test Management, Agile & Waterfall..., Process Improvement
Education
St. Petersburg College 2002 — 2005
IT Quality Assurance and Software Testing Certificate, Quality Assurance, Software Testing, Technology Management
St. Petersburg College 1990 — 2001
Associate of Arts Business Administration, Business Administration and Management, General
Kieu Huynh Kieu Huynh's Raymond James Financial Inc. Experience April 2011 - January 2015
Job Strategic Account Manager at eVerifile
Industry Information Services
Experience
eVerifile August 2015 - Present
First Advantage January 2015 - August 2015
Raymond James Financial Inc. April 2011 - January 2015
Raymond James Financial Inc. April 2008 - April 2011
ChoicePoint April 2001 - April 2008
Skills
Customer Service, Investments, Securities
Education
St. Petersburg College 2000 — 2004
International Business
eVerifile August 2015 - Present
First Advantage January 2015 - August 2015
Raymond James Financial Inc. April 2011 - January 2015
Raymond James Financial Inc. April 2008 - April 2011
ChoicePoint April 2001 - April 2008
Skills
Customer Service, Investments, Securities
Education
St. Petersburg College 2000 — 2004
International Business
Kimberly Vaughan Kimberly Vaughan's Raymond James Financial Inc. Experience July 2010 - Present
Job Mutual Fund Trading Support Associate III at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Financial Inc. July 2010 - Present
Raymond James Financial Inc. October 2008 - July 2010
Wells Fargo September 2006 - October 2008
Discover Card September 2002 - August 2006
Skills
Hard worker,..., Good interpersonal..., Trading, Financial Services, Outlook, Team Building, Mutual Funds, Problem Solving, Building Relationships, Train Staff, Customer Satisfaction, Call Center Development, Cross-functional..., Customer Retention, Departmental Development, Performance Management, Analysis, Training, Customer Service, Time Management, Banking
Education
St. Petersburg College 2014 — 2017
Bachelor of Business Administration (B.B.A.)
University of Phoenix 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Raymond James Financial Inc. July 2010 - Present
Raymond James Financial Inc. October 2008 - July 2010
Wells Fargo September 2006 - October 2008
Discover Card September 2002 - August 2006
Skills
Hard worker,..., Good interpersonal..., Trading, Financial Services, Outlook, Team Building, Mutual Funds, Problem Solving, Building Relationships, Train Staff, Customer Satisfaction, Call Center Development, Cross-functional..., Customer Retention, Departmental Development, Performance Management, Analysis, Training, Customer Service, Time Management, Banking
Education
St. Petersburg College 2014 — 2017
Bachelor of Business Administration (B.B.A.)
University of Phoenix 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Elizaveta Chistyakova's Raymond James Financial Inc. Experience June 2014 - October 2014
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2014 - Present
Raymond James Financial Inc. June 2014 - October 2014
UBS Wealth Management January 2014 - May 2014
University of Miami May 2013 - May 2014
Rose Capital Advisors June 2013 - August 2013
Boston Merchant Financial Ltd. June 2009 - August 2009
Suffolk University September 2007 - May 2008
Skills
Financial Modeling, Finance, Equity Research, Valuation, Market Research
Education
University of Miami - School of Business 2012 — 2014
Bachelor of Business Administration, Finance, Magna Cum Laude
Suffolk University 2007 — 2009
Accounting and Finance
Houlihan Lokey October 2014 - Present
Raymond James Financial Inc. June 2014 - October 2014
UBS Wealth Management January 2014 - May 2014
University of Miami May 2013 - May 2014
Rose Capital Advisors June 2013 - August 2013
Boston Merchant Financial Ltd. June 2009 - August 2009
Suffolk University September 2007 - May 2008
Skills
Financial Modeling, Finance, Equity Research, Valuation, Market Research
Education
University of Miami - School of Business 2012 — 2014
Bachelor of Business Administration, Finance, Magna Cum Laude
Suffolk University 2007 — 2009
Accounting and Finance
Tia Repscher Tia Repscher's Raymond James Financial Inc. Experience June 2013 - March 2014
Job Administrative Assistant at Behavioral Health Group (BHG)
Industry Financial Services
Experience
Behavioral Health Group (BHG) June 2015 - Present
Jackson National Asset Management, LLC June 2014 - May 2015
Raymond James Financial Inc. June 2013 - March 2014
Tennessee Technological University January 2012 - September 2012
Best Buy May 2011 - August 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Data Entry, Cashiering, Time Management, Critical Thinking, Microsoft Word, Social Media, Facebook, Telephone Skills, Social Networking, People-oriented, Teamwork
Education
Tennessee Technological University 2009 — 2013
Bachelor's degree, Psychology
Roane County High School 2005 — 2009
Behavioral Health Group (BHG) June 2015 - Present
Jackson National Asset Management, LLC June 2014 - May 2015
Raymond James Financial Inc. June 2013 - March 2014
Tennessee Technological University January 2012 - September 2012
Best Buy May 2011 - August 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Data Entry, Cashiering, Time Management, Critical Thinking, Microsoft Word, Social Media, Facebook, Telephone Skills, Social Networking, People-oriented, Teamwork
Education
Tennessee Technological University 2009 — 2013
Bachelor's degree, Psychology
Roane County High School 2005 — 2009
Tina Gibson Tina Gibson's Raymond James Financial Inc. Experience January 2015 - Present
Job Mutual Fund Specialist
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
CCS Medical October 2014 - January 2015
Transamerica Asset Management July 2013 - July 2014
Transamerica Asset Management Inc. June 2008 - January 2013
Transamerica Fund Services February 2007 - June 2008
Transamerica Mutual Funds August 2003 - February 2007
Transamerica Mutual Funds Formally IDEX Mutual Funds October 2000 - August 2003
Skills
Microsoft Office, Customer Service, English, Windows, Research, Outlook, Teaching, HTML, Microsoft Word, Insurance, Access, Life Insurance, Financial Analysis, Mutual Funds, Analysis, Microsoft Excel, Process Improvement, Business Analysis, Investments, Retirement Planning, Finance, FINRA, Leadership, Bloomberg, Visio, Asset Allocation, Team Building, Financial Services, Management, Financial Modeling, Team Leadership, Investment Management, Series 63, Strategic Planning, Alternative Investments, Portfolio Management, Strategic Financial..., Financial Reporting, Risk Management, Training, PowerPoint, Series 6, Data Analysis, 401k, Accounting, Relationship Management, Bloomberg Terminal, Equities, Hedge Funds
Education
St. Petersburg College 2010 — 2014
Business Administration and Management, General
Raymond James Financial Inc. January 2015 - Present
CCS Medical October 2014 - January 2015
Transamerica Asset Management July 2013 - July 2014
Transamerica Asset Management Inc. June 2008 - January 2013
Transamerica Fund Services February 2007 - June 2008
Transamerica Mutual Funds August 2003 - February 2007
Transamerica Mutual Funds Formally IDEX Mutual Funds October 2000 - August 2003
Skills
Microsoft Office, Customer Service, English, Windows, Research, Outlook, Teaching, HTML, Microsoft Word, Insurance, Access, Life Insurance, Financial Analysis, Mutual Funds, Analysis, Microsoft Excel, Process Improvement, Business Analysis, Investments, Retirement Planning, Finance, FINRA, Leadership, Bloomberg, Visio, Asset Allocation, Team Building, Financial Services, Management, Financial Modeling, Team Leadership, Investment Management, Series 63, Strategic Planning, Alternative Investments, Portfolio Management, Strategic Financial..., Financial Reporting, Risk Management, Training, PowerPoint, Series 6, Data Analysis, 401k, Accounting, Relationship Management, Bloomberg Terminal, Equities, Hedge Funds
Education
St. Petersburg College 2010 — 2014
Business Administration and Management, General
Laralee Garvin Laralee Garvin's Raymond James Financial Inc. Experience July 2012 - July 2013
Job Associate Attorney at Rissman, Barrett, Hurt, Donahue, & McLain, P.A.
Industry Law Practice
Experience
Rissman, Barrett, Hurt, Donahue, & McLain, P.A. August 2013 - Present
Raymond James Financial Inc. July 2012 - July 2013
Berkowitz Law Group April 2012 - August 2012
Florida Second District Court of Appeals January 2012 - May 2012
Education
Stetson University College of Law 2010 — 2013
Doctor of Law (J.D.)
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Rissman, Barrett, Hurt, Donahue, & McLain, P.A. August 2013 - Present
Raymond James Financial Inc. July 2012 - July 2013
Berkowitz Law Group April 2012 - August 2012
Florida Second District Court of Appeals January 2012 - May 2012
Education
Stetson University College of Law 2010 — 2013
Doctor of Law (J.D.)
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Raymond Davis Raymond Davis's Raymond James Financial Inc. Experience October 2014 - Present
Job Supervisor, Service Delivery and Support at Raymond James Financial
Industry Information Technology and Services
Experience
Raymond James Financial Inc. October 2014 - Present
KEPRO June 2014 - October 2014
Citizens Property Insurance May 2010 - June 2014
Insight October 2007 - August 2010
SunTrust Bank February 2002 - October 2007
Huntington National Bank September 1998 - February 2002
Skills
ITIL, A+, Desktop Computers, Network+, Microsoft Certified..., MCSA, Active Directory, Disaster Recovery, Servers, VMware, VMware ESX, Windows Server, Cisco Technologies, Networking, Help Desk Support, Project Management, Data Center, Technical Support
Education
St. Petersburg College
Field of Study: Computer Science, GPA: 3.0
Johnstown-Monroe High School 1985 — 1989
High School Diploma
ITIL Foundations v3
Certification
HDI Support Center Team Lead (SCTL)
Certification
Microsoft Certified Systems Administrator (MCSA)
Certification
Microsoft Certified Professional (MCP)
Certification
CompTia A+
Certification
CompTia Network+
Certification
Dell Online Self Dispatch (DOSD) Desktops
Certification
Dell Online Self Dispatch (DOSD) Notebooks
Certification
Raymond James Financial Inc. October 2014 - Present
KEPRO June 2014 - October 2014
Citizens Property Insurance May 2010 - June 2014
Insight October 2007 - August 2010
SunTrust Bank February 2002 - October 2007
Huntington National Bank September 1998 - February 2002
Skills
ITIL, A+, Desktop Computers, Network+, Microsoft Certified..., MCSA, Active Directory, Disaster Recovery, Servers, VMware, VMware ESX, Windows Server, Cisco Technologies, Networking, Help Desk Support, Project Management, Data Center, Technical Support
Education
St. Petersburg College
Field of Study: Computer Science, GPA: 3.0
Johnstown-Monroe High School 1985 — 1989
High School Diploma
ITIL Foundations v3
Certification
HDI Support Center Team Lead (SCTL)
Certification
Microsoft Certified Systems Administrator (MCSA)
Certification
Microsoft Certified Professional (MCP)
Certification
CompTia A+
Certification
CompTia Network+
Certification
Dell Online Self Dispatch (DOSD) Desktops
Certification
Dell Online Self Dispatch (DOSD) Notebooks
Certification
Lisa Clausen Lisa Clausen's Raymond James Financial Inc. Experience 2003 - 2004
Job Systems Analyst Affiliated Physician Support at BayCare Health System
Industry Hospital & Health Care
Experience
BayCare Health System July 2015 - Present
BayCare Health System August 2013 - July 2015
BayCare Health System December 2012 - September 2013
BayCare Health System June 2012 - August 2013
BayCare Health System June 2006 - June 2012
First United Methodist Preschool June 2002 - August 2007
Raymond James Financial Inc. 2003 - 2004
Skills
Customer Service, PowerPoint, Microsoft Office, Word, Excel, Microsoft Word, Process Improvement, Microsoft Excel, Healthcare, Strategic Planning, Budgets, EMR, Cerner, Hospitals, Cpr Certified, Invision, Netview, HIPAA, Software Documentation, CPR Certified
Education
St. Petersburg College 2013 — 2013
Health Informatics Certificate
St. Petersburg College 2011 — 2013
Bachelor of Applied Science (BASc), Health Services Administration
St. Petersburg College 2008 — 2011
AA, General Studies
BayCare Health System July 2015 - Present
BayCare Health System August 2013 - July 2015
BayCare Health System December 2012 - September 2013
BayCare Health System June 2012 - August 2013
BayCare Health System June 2006 - June 2012
First United Methodist Preschool June 2002 - August 2007
Raymond James Financial Inc. 2003 - 2004
Skills
Customer Service, PowerPoint, Microsoft Office, Word, Excel, Microsoft Word, Process Improvement, Microsoft Excel, Healthcare, Strategic Planning, Budgets, EMR, Cerner, Hospitals, Cpr Certified, Invision, Netview, HIPAA, Software Documentation, CPR Certified
Education
St. Petersburg College 2013 — 2013
Health Informatics Certificate
St. Petersburg College 2011 — 2013
Bachelor of Applied Science (BASc), Health Services Administration
St. Petersburg College 2008 — 2011
AA, General Studies
Steven Eannuzzi Steven Eannuzzi's Raymond James Financial Inc. Experience May 2012 - Present
Job Senior IT Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - Present
BNY Mellon October 1999 - May 2012
Bankers Trust January 1993 - January 1999
Security Pacific Automation Company January 1986 - January 1993
Skills
SDLC, Enterprise Architecture, Software Project..., Software Development, Architectures, IT Strategy, Agile Methodologies, Business Analysis, Requirements Gathering, Architecture, Requirements Analysis, SQL, Agile Project Management, Integration, Databases, Oracle, Visio, Data Warehousing, Solution Architecture, ITIL, Vendor Management, Securities, Java, Java Enterprise Edition, Sybase, Collateral Management, Unix, Application Architecture, Microsoft SQL Server, PHP, Repos, Messaging, IT Management, Systems Analysis, Disaster Recovery, T-SQL, PMP, Data Modeling, HTML, Oracle SQL, Market Data, Quality Assurance, PMO, Business Requirements, Alternative Investments, Money Transfers, Tableau, Business Intelligence
Education
Suffolk County Community College 1982 — 1983
Associate of Science (A.S.), Computer Science
Centereach High School 1975 — 1979
9-12
Raymond James Financial Inc. May 2012 - Present
BNY Mellon October 1999 - May 2012
Bankers Trust January 1993 - January 1999
Security Pacific Automation Company January 1986 - January 1993
Skills
SDLC, Enterprise Architecture, Software Project..., Software Development, Architectures, IT Strategy, Agile Methodologies, Business Analysis, Requirements Gathering, Architecture, Requirements Analysis, SQL, Agile Project Management, Integration, Databases, Oracle, Visio, Data Warehousing, Solution Architecture, ITIL, Vendor Management, Securities, Java, Java Enterprise Edition, Sybase, Collateral Management, Unix, Application Architecture, Microsoft SQL Server, PHP, Repos, Messaging, IT Management, Systems Analysis, Disaster Recovery, T-SQL, PMP, Data Modeling, HTML, Oracle SQL, Market Data, Quality Assurance, PMO, Business Requirements, Alternative Investments, Money Transfers, Tableau, Business Intelligence
Education
Suffolk County Community College 1982 — 1983
Associate of Science (A.S.), Computer Science
Centereach High School 1975 — 1979
9-12
Jeremy Ramsey's Raymond James Financial Inc. Experience October 2012 - December 2014
Job Investment Portfolio Specialist at Raymond James
Industry Financial Services
Experience
Raymond James December 2014 - Present
Raymond James Financial Inc. October 2012 - December 2014
Morgan Keegan October 2010 - October 2012
Morgan Keegan June 2009 - October 2010
Rack-N-Roll Audio March 2000 - September 2007
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Series 63, Alternative Investments, Investment Strategies, Wealth Management, Investment Advisory, Retirement Planning, Equities, Fixed Income, Securities, Financial Modeling, Bloomberg, Bonds, Series 66
Education
Christian Brothers University 2013 — 2015
Master of Business Administration (MBA)
Tennessee State University 2007 — 2009
Bachelor of Business Administration, Economics and Finance
University of Central Arkansas 1997 — 1998
Raymond James December 2014 - Present
Raymond James Financial Inc. October 2012 - December 2014
Morgan Keegan October 2010 - October 2012
Morgan Keegan June 2009 - October 2010
Rack-N-Roll Audio March 2000 - September 2007
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Series 63, Alternative Investments, Investment Strategies, Wealth Management, Investment Advisory, Retirement Planning, Equities, Fixed Income, Securities, Financial Modeling, Bloomberg, Bonds, Series 66
Education
Christian Brothers University 2013 — 2015
Master of Business Administration (MBA)
Tennessee State University 2007 — 2009
Bachelor of Business Administration, Economics and Finance
University of Central Arkansas 1997 — 1998
Elizabeth Chacko Elizabeth Chacko's Raymond James Financial Inc. Experience February 2003 - August 2003
Job Relationship Banker
Industry Financial Services
Experience
Capital One November 2014 - Present
Citi November 2012 - November 2014
New York Life Insurance Company August 2011 - September 2012
RE/MAX April 2004 - March 2011
Raymond James Financial Inc. February 2003 - August 2003
Skills
Marketing, Investments, Asset Managment, Fixed Annuities, Retirement Planning, Life Insurance, Strategic Financial..., Customer Service, Risk Management, Investment Properties, Real Estate, Strategic Planning, Financial Analysis, New Business Development, Team Leadership, Sales, Financial Advisory, Entrepreneurship, Banking, Finance, Portfolio Management, Negotiation, Leadership, Small Business, Selling, Retirement, Credit, Asset Management, Mortgage Lending, Sellers, Sales Management, Financial Planning
Education
Stetson University 2006 — 2008
MBA, Business
University of South Florida 1999 — 2003
BS, Management Information Systems
Capital One November 2014 - Present
Citi November 2012 - November 2014
New York Life Insurance Company August 2011 - September 2012
RE/MAX April 2004 - March 2011
Raymond James Financial Inc. February 2003 - August 2003
Skills
Marketing, Investments, Asset Managment, Fixed Annuities, Retirement Planning, Life Insurance, Strategic Financial..., Customer Service, Risk Management, Investment Properties, Real Estate, Strategic Planning, Financial Analysis, New Business Development, Team Leadership, Sales, Financial Advisory, Entrepreneurship, Banking, Finance, Portfolio Management, Negotiation, Leadership, Small Business, Selling, Retirement, Credit, Asset Management, Mortgage Lending, Sellers, Sales Management, Financial Planning
Education
Stetson University 2006 — 2008
MBA, Business
University of South Florida 1999 — 2003
BS, Management Information Systems
Jay Chapman, CFP®'s Raymond James Financial Inc. Experience January 2005 - July 2009
Job Certified Financial Planner™, Vice President Investments at Fogel Capital Management, Inc.
Industry Financial Services
Experience
Fogel Capital Management, Inc. April 2010 - Present
Raymond James Financial Inc. January 2005 - July 2009
H&R Block Financial Advisors November 1995 - January 2005
Skills
Investments, Estate Planning, Asset Management, Finance, Fixed Annuities, Life Insurance, Insurance, Portfolio Management, Risk Management, Retirement, Mortgage Lending, Negotiation, Wealth Management, Selling, Real Estate, Long-term Care, Strategic Planning
Education
Stetson University 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Stetson University 1991 — 1995
Bachelor of Arts, Political Science and Government
Martin County High School
Fogel Capital Management, Inc. April 2010 - Present
Raymond James Financial Inc. January 2005 - July 2009
H&R Block Financial Advisors November 1995 - January 2005
Skills
Investments, Estate Planning, Asset Management, Finance, Fixed Annuities, Life Insurance, Insurance, Portfolio Management, Risk Management, Retirement, Mortgage Lending, Negotiation, Wealth Management, Selling, Real Estate, Long-term Care, Strategic Planning
Education
Stetson University 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Stetson University 1991 — 1995
Bachelor of Arts, Political Science and Government
Martin County High School
Steven Soler Alers's Raymond James Financial Inc. Experience December 2012 - Present
Job Technology Analyst
Industry Information Technology and Services
Experience
Raymond James Financial Inc. December 2012 - Present
Raymond James Financial Inc. October 2011 - December 2012
Skills
VBA, Microsoft SQL Server, SQL, Microsoft Office, Business Analysis, Microsoft Access, Microsoft Excel, Change Management, Process Improvement, Customer Satisfaction, Analysis, Access
Education
St. Petersburg College
Bachelor's degree, Information Technology Management and Development
St. Petersburg College
Associate of Arts (A.A.)
Raymond James Financial Inc. December 2012 - Present
Raymond James Financial Inc. October 2011 - December 2012
Skills
VBA, Microsoft SQL Server, SQL, Microsoft Office, Business Analysis, Microsoft Access, Microsoft Excel, Change Management, Process Improvement, Customer Satisfaction, Analysis, Access
Education
St. Petersburg College
Bachelor's degree, Information Technology Management and Development
St. Petersburg College
Associate of Arts (A.A.)
Jocelyn Freed's Raymond James Financial Inc. Experience May 2011 - August 2011
Job Senior Consultant at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting March 2015 - Present
FTI Consulting July 2013 - Present
Procter & Gamble August 2011 - May 2013
FTI Consulting June 2012 - August 2012
Brand-Yourself.com September 2011 - December 2011
Raymond James Financial Inc. May 2011 - August 2011
Skills
Research, Microsoft Excel, Bloomberg, Capital IQ, Microsoft Office, PowerPoint, Microsoft Word, Strategic Communications, Factiva
Education
Syracuse University 2009 — 2013
Bachelor of Science (B.S.), Finance, Public Relations and Managerial Accounting
Wissahickon High School 2005 — 2009
High School
FTI Consulting March 2015 - Present
FTI Consulting July 2013 - Present
Procter & Gamble August 2011 - May 2013
FTI Consulting June 2012 - August 2012
Brand-Yourself.com September 2011 - December 2011
Raymond James Financial Inc. May 2011 - August 2011
Skills
Research, Microsoft Excel, Bloomberg, Capital IQ, Microsoft Office, PowerPoint, Microsoft Word, Strategic Communications, Factiva
Education
Syracuse University 2009 — 2013
Bachelor of Science (B.S.), Finance, Public Relations and Managerial Accounting
Wissahickon High School 2005 — 2009
High School
Paul Gerle Paul Gerle's Raymond James Financial Inc. Experience February 2013 - April 2014
Job Business Analyst at Tenet Health Care
Industry Hospital & Health Care
Experience
Tenet Health Care June 2015 - Present
Tampa General Hospital June 2014 - May 2015
Raymond James Financial Inc. February 2013 - April 2014
PwC February 2012 - February 2013
Bay Pines VA Medical Center October 2007 - February 2012
JPMorgan Chase 2002 - 2003
Elsevier MDL 2001 - 2001
Skills
Project Management, Risk Analysis, Project Coordination, Business Analysis, Business Process..., Software Testing Life..., Computer Software..., Technical Writing, Analysis, PMP, PMO, Software Documentation
Education
St. Petersburg College 1994 — 1996
Associate of Arts and Sciences (AAS), General Studies
Suffolk County Community College 1988 — 1990
Patchogue Medford High School 1977 — 1979
Regents Diploma
Tenet Health Care June 2015 - Present
Tampa General Hospital June 2014 - May 2015
Raymond James Financial Inc. February 2013 - April 2014
PwC February 2012 - February 2013
Bay Pines VA Medical Center October 2007 - February 2012
JPMorgan Chase 2002 - 2003
Elsevier MDL 2001 - 2001
Skills
Project Management, Risk Analysis, Project Coordination, Business Analysis, Business Process..., Software Testing Life..., Computer Software..., Technical Writing, Analysis, PMP, PMO, Software Documentation
Education
St. Petersburg College 1994 — 1996
Associate of Arts and Sciences (AAS), General Studies
Suffolk County Community College 1988 — 1990
Patchogue Medford High School 1977 — 1979
Regents Diploma
Thomas Predmore, CTS Thomas Predmore, CTS's Raymond James Financial Inc. Experience June 2013 - Present
Job Audiovisual Services at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
Raymond James Financial Inc. May 2010 - June 2013
Raymond James Financial Inc. November 2005 - May 2010
Raymond James Financial Inc. July 1999 - November 2005
Skills
Space planning, Project Coordination, MS Project, Visio, Project Planning, Facilities Management, Budgets, Security, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, AutoCAD, Construction Management, Project Management, Vendor Management, System Administration, Windows, Social Media, Windows 7, Teamwork, Training, Purchasing, Customer Satisfaction, Internal Investigations, Strategic Planning, Process Improvement, Management, Risk Management, Construction, Administration, Process Scheduler, Human Resources
Education
University of South Florida 1999 — 2001
Bachelor of Arts, Criminology
St. Petersburg College 1997 — 1999
Associate of Arts, General
Raymond James Financial Inc. June 2013 - Present
Raymond James Financial Inc. May 2010 - June 2013
Raymond James Financial Inc. November 2005 - May 2010
Raymond James Financial Inc. July 1999 - November 2005
Skills
Space planning, Project Coordination, MS Project, Visio, Project Planning, Facilities Management, Budgets, Security, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, AutoCAD, Construction Management, Project Management, Vendor Management, System Administration, Windows, Social Media, Windows 7, Teamwork, Training, Purchasing, Customer Satisfaction, Internal Investigations, Strategic Planning, Process Improvement, Management, Risk Management, Construction, Administration, Process Scheduler, Human Resources
Education
University of South Florida 1999 — 2001
Bachelor of Arts, Criminology
St. Petersburg College 1997 — 1999
Associate of Arts, General
Robert Reinbold's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Finance Professional Intern
Industry Media Production
Experience
Walt Disney World June 2015 - Present
Northwestern Mutual May 2014 - September 2014
Roland George Investments Program August 2013 - May 2014
Raymond James Financial Inc. June 2012 - August 2012
Skills
Time Management, Equity Valuation, Bloomberg Terminal, Morningstar Direct, Microsoft Excel, Research, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, SPSS, Customer Service, Analysis, Financial Analysis, Pro Forma Development, Teamwork, Critical Thinking, Leadership, Fundraising, Team Leadership, Finance, Investments, Business Analysis, SAP, Entrepreneurship, Financial Modeling, Equity Research, Management, Budgets, Valuation, Data Analysis, Microsoft Project, Visio, XLMiner
Education
Stetson University 2011 — 2015
Bachelor's Degree, Finance and Business Systems Analysis, 3.86
Seacrest High School 2007 — 2011
High School
Walt Disney World June 2015 - Present
Northwestern Mutual May 2014 - September 2014
Roland George Investments Program August 2013 - May 2014
Raymond James Financial Inc. June 2012 - August 2012
Skills
Time Management, Equity Valuation, Bloomberg Terminal, Morningstar Direct, Microsoft Excel, Research, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, SPSS, Customer Service, Analysis, Financial Analysis, Pro Forma Development, Teamwork, Critical Thinking, Leadership, Fundraising, Team Leadership, Finance, Investments, Business Analysis, SAP, Entrepreneurship, Financial Modeling, Equity Research, Management, Budgets, Valuation, Data Analysis, Microsoft Project, Visio, XLMiner
Education
Stetson University 2011 — 2015
Bachelor's Degree, Finance and Business Systems Analysis, 3.86
Seacrest High School 2007 — 2011
High School
Margie Ward, SPHR Margie Ward, SPHR's Raymond James Financial Inc. Experience May 2007 - February 2010
Job Benefits and Compensation Professional
Industry Human Resources
Experience
TriNet July 2012 - Present
City of Mesa August 2010 - June 2012
Raymond James Financial Inc. May 2007 - February 2010
City of St. Petersburg September 1997 - July 2006
Skills
Benefits Design, Benefits Strategy, Total Rewards Management, Compensation Planning..., Employee Benefits, Compensation & Benefit, Human Resources, Labor Relations, HRIS, Management, Job Descriptions, HR Policies, SPHR, Job Analysis, Personnel Management, Executive Pay, Organizational..., Employee Relations, Leadership, Team Building, Leadership Development, Training, Government, Onboarding, Conflict Resolution
Education
Syracuse University
Master's of Science, Communications
State University of New York at Oswego
Bachelor's degree, Writing and Broadcasting
TriNet July 2012 - Present
City of Mesa August 2010 - June 2012
Raymond James Financial Inc. May 2007 - February 2010
City of St. Petersburg September 1997 - July 2006
Skills
Benefits Design, Benefits Strategy, Total Rewards Management, Compensation Planning..., Employee Benefits, Compensation & Benefit, Human Resources, Labor Relations, HRIS, Management, Job Descriptions, HR Policies, SPHR, Job Analysis, Personnel Management, Executive Pay, Organizational..., Employee Relations, Leadership, Team Building, Leadership Development, Training, Government, Onboarding, Conflict Resolution
Education
Syracuse University
Master's of Science, Communications
State University of New York at Oswego
Bachelor's degree, Writing and Broadcasting
Donna Gomez Donna Gomez's Raymond James Financial Inc. Experience 2013 - Present
Job Branch Professional at Raymond James Financial Inc.
Industry Health, Wellness and Fitness
Experience
Isagenix June 2013 - Present
Raymond James Financial Inc. 2013 - Present
Saugerties Post Star September 2007 - June 2013
Saugerties Post Star 2007 - 2013
Skills
Nutrition, Wellness Coaching, Wellness, Lifestyle, Public Speaking, Healing, Personal Development, Coaching, Fitness, Holistic Health, Small Business, Lifestyle Coaching, Entrepreneurship, Wellbeing, Customer Service
Education
College of Staten Island 1979 — 1982
B.A., English
SUNY New Paltz
Isagenix June 2013 - Present
Raymond James Financial Inc. 2013 - Present
Saugerties Post Star September 2007 - June 2013
Saugerties Post Star 2007 - 2013
Skills
Nutrition, Wellness Coaching, Wellness, Lifestyle, Public Speaking, Healing, Personal Development, Coaching, Fitness, Holistic Health, Small Business, Lifestyle Coaching, Entrepreneurship, Wellbeing, Customer Service
Education
College of Staten Island 1979 — 1982
B.A., English
SUNY New Paltz
Scott Casimiri Scott Casimiri's Raymond James Financial Inc. Experience January 2014 - Present
Job Public Finance/Fixed Income Compliance at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates February 2013 - January 2014
Raymond James August 2010 - January 2013
Raymond James Financial April 2006 - July 2010
Raymond James Financial 2000 - 2006
Skills
Mutual Funds, Series 7, Financial Advisory, Investment Advisory, Finance, Securities, Wealth Management, Series 63, Investments, Retirement Planning, FINRA, Series 24, Asset Management, Uniform Combined State..., Financial Services
Education
University of South Florida 2011 — 2013
Master of Business Administration (MBA)
St. Petersburg College 2009 — 2010
Bachelors, Banking
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates February 2013 - January 2014
Raymond James August 2010 - January 2013
Raymond James Financial April 2006 - July 2010
Raymond James Financial 2000 - 2006
Skills
Mutual Funds, Series 7, Financial Advisory, Investment Advisory, Finance, Securities, Wealth Management, Series 63, Investments, Retirement Planning, FINRA, Series 24, Asset Management, Uniform Combined State..., Financial Services
Education
University of South Florida 2011 — 2013
Master of Business Administration (MBA)
St. Petersburg College 2009 — 2010
Bachelors, Banking
Scott Keiber's Raymond James Financial Inc. Experience November 2004 - August 2012
Job Independent Financial Advisor, Keiber Retirement Solutions, Harbor Financial Services, LLC
Industry Financial Services
Experience
Harbor Financial Services, LLC August 2012 - Present
Live Answer Receptionist January 2007 - Present
Clermont Professional Executive Offices December 2006 - Present
Raymond James Financial Inc. November 2004 - August 2012
Smith Barney November 1994 - November 2004
Maryland Federal 1992 - 1994
Skills
Estate Planning, Portfolio Management, Retirement, Investments, Retirement Planning, Insurance, Wealth, Asset Protection, Roth IRA, Small Business, Life Insurance, Long-term Care, Fixed Annuities, IRAs, Financial Services, Training, Financial Advisory, Mortgage Lending, Long Term Care Insurance, Term Life Insurance, Finance, Investment Management, Asset Management, Sales, Securities, Wealth Management, Series 7, Elder Law, Long Term Care, Structured Settlements, Life Settlements, Annuities, Financial Planning, IRA's, 401k, Mutual Funds, Wealth Accumulation, Asset Allocation, Pensions, Trusts, Insurance Planning, Trust Services, Wills, Equities, Wealth Transfer, Alternative Investments, Estate Administration, Protection, Licensed Life & Health..., Public Speaking
Education
Leadership Lake 2008 — 2008
Stetson University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Banking and Investments
Harbor Financial Services, LLC August 2012 - Present
Live Answer Receptionist January 2007 - Present
Clermont Professional Executive Offices December 2006 - Present
Raymond James Financial Inc. November 2004 - August 2012
Smith Barney November 1994 - November 2004
Maryland Federal 1992 - 1994
Skills
Estate Planning, Portfolio Management, Retirement, Investments, Retirement Planning, Insurance, Wealth, Asset Protection, Roth IRA, Small Business, Life Insurance, Long-term Care, Fixed Annuities, IRAs, Financial Services, Training, Financial Advisory, Mortgage Lending, Long Term Care Insurance, Term Life Insurance, Finance, Investment Management, Asset Management, Sales, Securities, Wealth Management, Series 7, Elder Law, Long Term Care, Structured Settlements, Life Settlements, Annuities, Financial Planning, IRA's, 401k, Mutual Funds, Wealth Accumulation, Asset Allocation, Pensions, Trusts, Insurance Planning, Trust Services, Wills, Equities, Wealth Transfer, Alternative Investments, Estate Administration, Protection, Licensed Life & Health..., Public Speaking
Education
Leadership Lake 2008 — 2008
Stetson University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Banking and Investments
Ted Khoury Ted Khoury's Raymond James Financial Inc. Experience May 2006 - November 2008
Job Account Executive at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott November 2008 - Present
Raymond James Financial Inc. May 2006 - November 2008
Wachovia Securities Financial Network November 1999 - May 2006
Skills
Investments, Sales, Direct Sales, Salesforce.com, Series 7, Customer Service, Retirement, Mutual Funds, Small Business, Risk Management, Series 63, Financial Analysis, Retirement Planning, 401k, Estate Planning, Management, Finance, Team Building, Wealth Management, IRAs, Insurance, Portfolio Management, New Business Development
Education
Richard Stockton College of New Jersey 1991 — 1995
Bachelor of Science (B.S.), Environmental Science
Janney Montgomery Scott November 2008 - Present
Raymond James Financial Inc. May 2006 - November 2008
Wachovia Securities Financial Network November 1999 - May 2006
Skills
Investments, Sales, Direct Sales, Salesforce.com, Series 7, Customer Service, Retirement, Mutual Funds, Small Business, Risk Management, Series 63, Financial Analysis, Retirement Planning, 401k, Estate Planning, Management, Finance, Team Building, Wealth Management, IRAs, Insurance, Portfolio Management, New Business Development
Education
Richard Stockton College of New Jersey 1991 — 1995
Bachelor of Science (B.S.), Environmental Science
Maria (Maria Atkins) Delmendo Maria (Maria Atkins) Delmendo's Raymond James Financial Inc. Experience June 2006 - December 2010
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
BayCare Health System 2012 - 2013
Raymond James Financial Inc. June 2006 - December 2010
Skills
EHR, HIPAA, EMR, Healthcare, Healthcare Information..., Hospitals, Medical Terminology, Nursing, Medical/Surgical, Registered Nurses, Nursing Care, Time Management, Cpr Certified
Education
St. Petersburg College 2010 — 2012
ADN, Registered Nursing/Registered Nurse
BayCare Health System 2012 - 2013
Raymond James Financial Inc. June 2006 - December 2010
Skills
EHR, HIPAA, EMR, Healthcare, Healthcare Information..., Hospitals, Medical Terminology, Nursing, Medical/Surgical, Registered Nurses, Nursing Care, Time Management, Cpr Certified
Education
St. Petersburg College 2010 — 2012
ADN, Registered Nursing/Registered Nurse
Nathaniel Hester Nathaniel Hester's Raymond James Financial Inc. Experience November 2007 - Present
Job Vice President Wealth and Retirement Plan Advisor at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Financial Inc. November 2007 - Present
Hilliard Lyons June 2001 - November 2007
Skills
Managed Money, Retirement Plan..., Strategic Financial..., Estate Planning, Investment Management, Alternative Investments, Licensed Life & Health..., Mortgage Lending, Investment Banking, Investment Advisory, Wealth Management..., Nonprofits, Religious Organizations, Fixed Income Portfolio..., Disability Insurance, Long Term Care Insurance, Certificates of Deposit, Municipal Bonds
Education
Tennessee Wesleyan College
Raymond James Financial Inc. November 2007 - Present
Hilliard Lyons June 2001 - November 2007
Skills
Managed Money, Retirement Plan..., Strategic Financial..., Estate Planning, Investment Management, Alternative Investments, Licensed Life & Health..., Mortgage Lending, Investment Banking, Investment Advisory, Wealth Management..., Nonprofits, Religious Organizations, Fixed Income Portfolio..., Disability Insurance, Long Term Care Insurance, Certificates of Deposit, Municipal Bonds
Education
Tennessee Wesleyan College
Kenneth Silvey Kenneth Silvey's Raymond James Financial Inc. Experience August 1994 - June 2013
Job Sr. Programmer Analyst
Industry Financial Services
Experience
Fidelity National Information Services January 2014 - Present
Raymond James Financial Inc. August 1994 - June 2013
Skills
HP Exstream, COBOL, SQL, Tandem Himalaya, TACL, FUP, Java, VSAM, JCL, Systems Analysis, DB2, Visual Basic, Visio, IBM Mainframe, Endeavor, Requirements Gathering, SDLC, Mainframe, Quality Center, Testing, Quality Assurance, Websphere, HTML, Business Requirements, Databases, Requirements Analysis, Production Support, VBScript, ETL, T-SQL, Database Design, User Acceptance Testing, PL/SQL
Education
St. Petersburg College 2012 — 2013
Certificate, Mobile Device Programming
University of South Florida 1991 — 1995
Bachelor of Science (BS), Management Information Systems, General
University of South Florida 1991 — 1994
Bachelor of Science (BS), Accounting
St. Petersburg College 1989 — 1991
Associate of Arts (A.A.), Engineering
Fidelity National Information Services January 2014 - Present
Raymond James Financial Inc. August 1994 - June 2013
Skills
HP Exstream, COBOL, SQL, Tandem Himalaya, TACL, FUP, Java, VSAM, JCL, Systems Analysis, DB2, Visual Basic, Visio, IBM Mainframe, Endeavor, Requirements Gathering, SDLC, Mainframe, Quality Center, Testing, Quality Assurance, Websphere, HTML, Business Requirements, Databases, Requirements Analysis, Production Support, VBScript, ETL, T-SQL, Database Design, User Acceptance Testing, PL/SQL
Education
St. Petersburg College 2012 — 2013
Certificate, Mobile Device Programming
University of South Florida 1991 — 1995
Bachelor of Science (BS), Management Information Systems, General
University of South Florida 1991 — 1994
Bachelor of Science (BS), Accounting
St. Petersburg College 1989 — 1991
Associate of Arts (A.A.), Engineering
Ruby Taylor Ruby Taylor's Raymond James Financial Inc. Experience June 2013 - May 2015
Job Licensed Sales Agent at HealthPlanOne, LLC
Industry Insurance
Experience
HealthPlanOne, LLC September 2015 - Present
Raymond James Financial Inc. June 2013 - May 2015
Universal Health Care May 2012 - April 2013
Universal Health Care June 2009 - April 2012
Ceridian June 2007 - February 2009
FL Department of Business & Professional Regulations July 2002 - January 2006
Skills
Call Centers, Process Improvement, HMO, Medical Compliance, Training, Medicaid, Medicare, Employee Benefits, SharePoint, HIPAA, Analysis, Claims Resolution, Six Sigma, Management, Leadership, Compliance Oversight, Performance Management, Subject Matter Experts, Call Center, Complaints, Medicaid Managed Care, Software Documentation, Claim, Insurance, Managed Care, Healthcare Industry, Compliance..., Drafting Policies, Process Improvement..., Communication, CMS, Dependable Team Player, Team Leadership, Follow Through, Policy, Root Cause Analysis, Provider Relations, Trend Analysis, Licensing, Calibration, Collections, Call Monitoring, Licensed to Sell...
Education
St. Petersburg College
HealthPlanOne, LLC September 2015 - Present
Raymond James Financial Inc. June 2013 - May 2015
Universal Health Care May 2012 - April 2013
Universal Health Care June 2009 - April 2012
Ceridian June 2007 - February 2009
FL Department of Business & Professional Regulations July 2002 - January 2006
Skills
Call Centers, Process Improvement, HMO, Medical Compliance, Training, Medicaid, Medicare, Employee Benefits, SharePoint, HIPAA, Analysis, Claims Resolution, Six Sigma, Management, Leadership, Compliance Oversight, Performance Management, Subject Matter Experts, Call Center, Complaints, Medicaid Managed Care, Software Documentation, Claim, Insurance, Managed Care, Healthcare Industry, Compliance..., Drafting Policies, Process Improvement..., Communication, CMS, Dependable Team Player, Team Leadership, Follow Through, Policy, Root Cause Analysis, Provider Relations, Trend Analysis, Licensing, Calibration, Collections, Call Monitoring, Licensed to Sell...
Education
St. Petersburg College
Jason Goldstein Jason Goldstein's Raymond James Financial Inc. Experience September 2014 - Present
Job Senior Vice President Investments at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Gilford Securities September 2012 - September 2014
Deutsche Bank March 2010 - October 2012
Oppenheimer & Co. November 2008 - March 2010
Lehman Brothers September 2005 - October 2008
Price Waterhouse Coopers May 2004 - September 2005
Skills
Investments, Capital Markets, Fixed Income, Hedge Funds, Financial Analysis, Financial Markets, Financial Modeling, Equities, Corporate Finance, Wealth Management, Investment Banking, Bloomberg, Equity Research, Economics, Asset Management, Bonds, Alternative Investments, Portfolio Management, Securities, Due Diligence, Trading, Private Equity, Derivatives, Treasury Management, Series 7, Asset Managment
Education
Syracuse University 2000 — 2004
B.S., Finance and Accounting
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Bachelor of Science, Finance and Accounting
Raymond James Financial Inc. September 2014 - Present
Gilford Securities September 2012 - September 2014
Deutsche Bank March 2010 - October 2012
Oppenheimer & Co. November 2008 - March 2010
Lehman Brothers September 2005 - October 2008
Price Waterhouse Coopers May 2004 - September 2005
Skills
Investments, Capital Markets, Fixed Income, Hedge Funds, Financial Analysis, Financial Markets, Financial Modeling, Equities, Corporate Finance, Wealth Management, Investment Banking, Bloomberg, Equity Research, Economics, Asset Management, Bonds, Alternative Investments, Portfolio Management, Securities, Due Diligence, Trading, Private Equity, Derivatives, Treasury Management, Series 7, Asset Managment
Education
Syracuse University 2000 — 2004
B.S., Finance and Accounting
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Bachelor of Science, Finance and Accounting
LATOYA WIGGINS, MBA's Raymond James Financial Inc. Experience May 2006 - May 2011
Job Confident, consistent and concise!
Industry Financial Services
Experience
Citi June 2014 - Present
Citi January 2012 - May 2014
Raymond James Financial Inc. May 2006 - May 2011
Skills
Analysis, Accounting, Foreign Currency, Root Cause Analysis, Problem Solving, Multi Tasking, Time Management, Quick Study, Procedure Development, Process Improvement, Communication, Close Attention to..., Reporting & Analysis, Financial Services, Banking, Finance, Investments, Financial Analysis
Education
Nova Southeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Finance
St. Petersburg College 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Banking
Citi June 2014 - Present
Citi January 2012 - May 2014
Raymond James Financial Inc. May 2006 - May 2011
Skills
Analysis, Accounting, Foreign Currency, Root Cause Analysis, Problem Solving, Multi Tasking, Time Management, Quick Study, Procedure Development, Process Improvement, Communication, Close Attention to..., Reporting & Analysis, Financial Services, Banking, Finance, Investments, Financial Analysis
Education
Nova Southeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Finance
St. Petersburg College 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Banking
Michael Vallery Michael Vallery's Raymond James Financial Inc. Experience October 2013 - Present
Job AdvisorChoice Consultant at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. July 2011 - October 2013
Raymond James Financial Inc. May 2004 - July 2011
Skills
Series 7, Series 24, Financial Analysis, Strategy, Portfolio Management, Competitive Analysis, Financial Advisory, Management, Recruiting, Relationship Management, Series 63, Financial Services, Retirement Planning, Securities, Investments, Mutual Funds, Finance, Wealth Management
Education
St. Petersburg College 2005 — 2010
Bachelor of Applied Science (BASc), International Business
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. July 2011 - October 2013
Raymond James Financial Inc. May 2004 - July 2011
Skills
Series 7, Series 24, Financial Analysis, Strategy, Portfolio Management, Competitive Analysis, Financial Advisory, Management, Recruiting, Relationship Management, Series 63, Financial Services, Retirement Planning, Securities, Investments, Mutual Funds, Finance, Wealth Management
Education
St. Petersburg College 2005 — 2010
Bachelor of Applied Science (BASc), International Business
Rachel Trimble Rachel Trimble's Raymond James Financial Inc. Experience December 2014 - Present
Job Senior Internal Auditor at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. December 2013 - December 2014
Raymond James Financial Inc. May 2012 - December 2013
Publix Super Market March 2005 - May 2012
Skills
Cash handling, Excel, Microsoft Word, Microsoft Power Point, Ten key by touch, Customer Service, QuickBooks, Auditing, Financial Analysis, Payroll, Sales, Microsoft Excel, Team Building, Accounting, PowerPoint, Management, Internal Controls, Leadership, Outlook, Cash Flow, Access, Internal Audit, Analysis
Education
University of South Florida 2009 — 2011
Bachelors, Finance, Accounting
St. Petersburg College 2007 — 2009
Asociates of Arts, Business
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. December 2013 - December 2014
Raymond James Financial Inc. May 2012 - December 2013
Publix Super Market March 2005 - May 2012
Skills
Cash handling, Excel, Microsoft Word, Microsoft Power Point, Ten key by touch, Customer Service, QuickBooks, Auditing, Financial Analysis, Payroll, Sales, Microsoft Excel, Team Building, Accounting, PowerPoint, Management, Internal Controls, Leadership, Outlook, Cash Flow, Access, Internal Audit, Analysis
Education
University of South Florida 2009 — 2011
Bachelors, Finance, Accounting
St. Petersburg College 2007 — 2009
Asociates of Arts, Business
Robert Western Robert Western's Raymond James Financial Inc. Experience February 2014 - June 2015
Job President at Accounting Society at USF
Industry Accounting
Experience
PwC July 2015 - Present
Raymond James Financial Inc. February 2014 - June 2015
ALPFA-USF August 2014 - January 2015
Accounting Society at USF April 2014 - January 2015
Accounting Society at USF August 2013 - April 2014
Staples July 2012 - February 2014
Target October 2010 - December 2011
U.S. Holders October 2008 - March 2009
Kmart Corporation March 2006 - March 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Customer Service, English, Research, Windows, Facebook, HTML, WordPress, Gmail, Accounting, Leadership, Marketing, Computer Proficiency, Computer Repair, Computer Hardware, Inventory Management, Data Entry
Education
University of South Florida - Tampa 2012 — 2015
Bachelors, Accounting
St. Petersburg College
Associate of Arts (A.A.)
PwC July 2015 - Present
Raymond James Financial Inc. February 2014 - June 2015
ALPFA-USF August 2014 - January 2015
Accounting Society at USF April 2014 - January 2015
Accounting Society at USF August 2013 - April 2014
Staples July 2012 - February 2014
Target October 2010 - December 2011
U.S. Holders October 2008 - March 2009
Kmart Corporation March 2006 - March 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Customer Service, English, Research, Windows, Facebook, HTML, WordPress, Gmail, Accounting, Leadership, Marketing, Computer Proficiency, Computer Repair, Computer Hardware, Inventory Management, Data Entry
Education
University of South Florida - Tampa 2012 — 2015
Bachelors, Accounting
St. Petersburg College
Associate of Arts (A.A.)
Steven DiOssi's Raymond James Financial Inc. Experience April 2014 - March 2015
Job Associate Attorney
Industry Judiciary
Experience
Smoak, Chistolini & Barnett March 2015 - Present
Raymond James Financial Inc. April 2014 - March 2015
State Attorney's Office October 2011 - April 2014
State Attorney's Office January 2011 - May 2011
State Attorney's Office June 2010 - August 2010
Skills
Criminal Law, Courts, Legal Research, Legal Writing, Litigation, Westlaw, Trials, Appeals, Trial Practice, Hearings, Lexis, Private Investigations, Criminal Defense, Juvenile Law, Motions
Education
Stetson University College of Law 2008 — 2011
Doctor of Law (J.D.), Law
Stetson University 2008 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Florida 2004 — 2008
Bachelor of Science in Business Administration, Finance, General
Smoak, Chistolini & Barnett March 2015 - Present
Raymond James Financial Inc. April 2014 - March 2015
State Attorney's Office October 2011 - April 2014
State Attorney's Office January 2011 - May 2011
State Attorney's Office June 2010 - August 2010
Skills
Criminal Law, Courts, Legal Research, Legal Writing, Litigation, Westlaw, Trials, Appeals, Trial Practice, Hearings, Lexis, Private Investigations, Criminal Defense, Juvenile Law, Motions
Education
Stetson University College of Law 2008 — 2011
Doctor of Law (J.D.), Law
Stetson University 2008 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Florida 2004 — 2008
Bachelor of Science in Business Administration, Finance, General
Suzie Steger Suzie Steger's Raymond James Financial Inc. Experience January 2015 - Present
Job Project Specialist II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. January 1995 - Present
Jean Nicole Plus June 1987 - December 1994
Skills
SharePoint, Microsoft Office, Leadership, Research, Fixed Income, Risk Management, Process Improvement, Customer Service, Corporate Finance, Insurance, Microsoft Excel, Valuation, Troubleshooting, Strategic Planning, Business Analysis, Banking, Vendor Management, Access, Financial Analysis, Derivatives, PowerPoint, Outlook, Capital Markets, Analysis, Investments, Project Management, Project Planning, Mutual Funds
Education
Gibbs Senior High 1984 — 1988
St. Petersburg College
Associate of Arts (A.A.)
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. January 1995 - Present
Jean Nicole Plus June 1987 - December 1994
Skills
SharePoint, Microsoft Office, Leadership, Research, Fixed Income, Risk Management, Process Improvement, Customer Service, Corporate Finance, Insurance, Microsoft Excel, Valuation, Troubleshooting, Strategic Planning, Business Analysis, Banking, Vendor Management, Access, Financial Analysis, Derivatives, PowerPoint, Outlook, Capital Markets, Analysis, Investments, Project Management, Project Planning, Mutual Funds
Education
Gibbs Senior High 1984 — 1988
St. Petersburg College
Associate of Arts (A.A.)
Karin Westcott Karin Westcott's Raymond James Financial Inc. Experience December 1992 - February 1999
Job Engineering Assistant at Nielsen
Industry Market Research
Experience
Nielsen March 2013 - Present
Nielsen May 2002 - March 2013
Raymond James Financial Inc. December 1992 - February 1999
Republic Bank 1989 - 1992
Skills
Training, Outlook, Marketing Research, Data Analysis, Recruiting, Market Research, Organizational..., Leadership, Microsoft Office, Nielsen, Human Resources, Online Research, Quantitative Research, Research, Qualitative Research, Analytics, Analysis, Consumer Behaviour, PowerPoint, Management, Segmentation, Survey Design, SPSS
Education
St. Petersburg College 1989 — 1991
Business Administration and Management, General
Western Michigan University 1987 — 1989
Education
Nielsen March 2013 - Present
Nielsen May 2002 - March 2013
Raymond James Financial Inc. December 1992 - February 1999
Republic Bank 1989 - 1992
Skills
Training, Outlook, Marketing Research, Data Analysis, Recruiting, Market Research, Organizational..., Leadership, Microsoft Office, Nielsen, Human Resources, Online Research, Quantitative Research, Research, Qualitative Research, Analytics, Analysis, Consumer Behaviour, PowerPoint, Management, Segmentation, Survey Design, SPSS
Education
St. Petersburg College 1989 — 1991
Business Administration and Management, General
Western Michigan University 1987 — 1989
Education
Richard D. Picone Richard D. Picone's Raymond James Financial Inc. Experience August 2014 - Present
Job Financial Advisor at Picone Financial Partners, LLC
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Picone Financial Partners, LLC September 2001 - August 2014
United States Air Force April 1998 - August 2001
Skills
Retirement Planning, Retirement, Wealth Management, Investments, Strategic Financial..., Investment Advisory, Strategic Planning, Financial Advisory, Asset Allocation, Asset Managment, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Life Insurance, Series 7, IRAs, Mutual Funds, Investment Management, Portfolio Management
Education
Temple University 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Secondary Education, Minor in History, Summa Cum Laude
University of Alaska Anchorage 1999 — 2001
Associate of Arts (A.A.), General
Raymond James Financial Inc. August 2014 - Present
Picone Financial Partners, LLC September 2001 - August 2014
United States Air Force April 1998 - August 2001
Skills
Retirement Planning, Retirement, Wealth Management, Investments, Strategic Financial..., Investment Advisory, Strategic Planning, Financial Advisory, Asset Allocation, Asset Managment, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Life Insurance, Series 7, IRAs, Mutual Funds, Investment Management, Portfolio Management
Education
Temple University 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Secondary Education, Minor in History, Summa Cum Laude
University of Alaska Anchorage 1999 — 2001
Associate of Arts (A.A.), General
Jeff Potter Jeff Potter's Raymond James Financial Inc. Experience January 2013 - Present
Job Data Center Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Raymond James August 2009 - January 2013
Raymond James Financial 2005 - August 2009
Raymond James Financial November 2002 - 2005
Arthur Andersen, LLP February 1999 - April 2002
Skills
Data Center, Asset Management, Systems Management, Hardware, Connectivity, IT Operations, Servers, Visio, Business Continuity, UPS, ITIL, Architecture, Disaster Recovery, Vendor Management, IT Management, Troubleshooting, Security, Computer Hardware, Program Management, Operations Management, Cooling, Data Center Relocation, Cabling, Project Planning, Facilities Management, Networking, Solution Architecture, Structured Cabling, Windows Server, VMware, SharePoint, UPS systems, Asset Managment, HVAC, Fiber Optics, Power Distribution, Infrastructure, IT Service Management, Cooling Water, Management, Computer Security, SAN, Infrastructure..., Network Architecture, Active Directory, Enterprise Architecture, Storage Area Networks, VMware ESX, High Availability
Education
Manatee Community College 1976 — 1992
Engineering, Computer Science, Business
Raymond James Financial Inc. January 2013 - Present
Raymond James August 2009 - January 2013
Raymond James Financial 2005 - August 2009
Raymond James Financial November 2002 - 2005
Arthur Andersen, LLP February 1999 - April 2002
Skills
Data Center, Asset Management, Systems Management, Hardware, Connectivity, IT Operations, Servers, Visio, Business Continuity, UPS, ITIL, Architecture, Disaster Recovery, Vendor Management, IT Management, Troubleshooting, Security, Computer Hardware, Program Management, Operations Management, Cooling, Data Center Relocation, Cabling, Project Planning, Facilities Management, Networking, Solution Architecture, Structured Cabling, Windows Server, VMware, SharePoint, UPS systems, Asset Managment, HVAC, Fiber Optics, Power Distribution, Infrastructure, IT Service Management, Cooling Water, Management, Computer Security, SAN, Infrastructure..., Network Architecture, Active Directory, Enterprise Architecture, Storage Area Networks, VMware ESX, High Availability
Education
Manatee Community College 1976 — 1992
Engineering, Computer Science, Business
Bonnie Harper Bonnie Harper's Raymond James Financial Inc. Experience May 2014 - Present
Job Equity Sector Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Roland George Investments Program August 2013 - May 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Stetson University August 2012 - May 2013
West Volusia Wealth Management Group, P.A. June 2011 - September 2011
Skills
Analysis, Time Management, Finance, Customer Service, Teamwork, Microsoft Office, Social Media, Coaching, Public Speaking, Facebook, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Research, Marketing, Event Management, Accounting, Project Planning, Process Scheduler, Business Analysis, Access, Bloomberg Terminal, Morningstar, Financial Analysis, Budgets
Education
Stetson University 2011 — 2014
Bachelor of Business Administration, Finance, Psychology
University of Innsbruck 2012 — 2012
Finance
University of Florida 2010 — 2011
Bachelor of Business Administration, Finance
Deland High School 2006 — 2010
High School Diploma, International Baccalaureate
Raymond James Financial Inc. May 2014 - Present
Roland George Investments Program August 2013 - May 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Stetson University August 2012 - May 2013
West Volusia Wealth Management Group, P.A. June 2011 - September 2011
Skills
Analysis, Time Management, Finance, Customer Service, Teamwork, Microsoft Office, Social Media, Coaching, Public Speaking, Facebook, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Research, Marketing, Event Management, Accounting, Project Planning, Process Scheduler, Business Analysis, Access, Bloomberg Terminal, Morningstar, Financial Analysis, Budgets
Education
Stetson University 2011 — 2014
Bachelor of Business Administration, Finance, Psychology
University of Innsbruck 2012 — 2012
Finance
University of Florida 2010 — 2011
Bachelor of Business Administration, Finance
Deland High School 2006 — 2010
High School Diploma, International Baccalaureate
Ashley Lundberg Ashley Lundberg's Raymond James Financial Inc. Experience July 2010 - Present
Job Associate at Raymond James
Industry Banking
Experience
Raymond James Financial Inc. July 2010 - Present
Balyasny Asset Management July 2008 - December 2009
Skills
Bloomberg, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Microsoft Excel, Microsoft Word, PowerPoint, Securities, Series 7, Series 63, Capital Markets, Valuation
Education
Syracuse University 2004 — 2008
BS, Finance, Accounting
Raymond James Financial Inc. July 2010 - Present
Balyasny Asset Management July 2008 - December 2009
Skills
Bloomberg, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Microsoft Excel, Microsoft Word, PowerPoint, Securities, Series 7, Series 63, Capital Markets, Valuation
Education
Syracuse University 2004 — 2008
BS, Finance, Accounting
Kerry Cordero Kerry Cordero's Raymond James Financial Inc. Experience August 2012 - March 2013
Job Sr. Enterprise Network Engineer
Industry Information Technology and Services
Experience
Shriners Hospitals for Children March 2013 - Present
Raymond James Financial Inc. August 2012 - March 2013
Sandals Resorts March 2008 - August 2012
Brand Institute October 2006 - March 2008
iTechknowledgy January 2005 - January 2008
Gordet & Schmidt Advertising September 2005 - October 2006
Broward County May 2002 - September 2005
Kintetsu World Express June 2000 - May 2002
BE Aerospace October 1999 - June 2000
FPL September 1998 - October 1999
Skills
Cisco Security, Cisco IOS, Cisco Switches, CiscoWorks, Cisco Catalyst Switches, Cisco Wireless, Cisco devices, Routing Protocols, LAN Switching, Network Security, Computer Security, Firewalls, IDS, IPS, Content Filtering, SSL VPN, Firewall Management, VoIP, Diagramming, Data Centre Architecture, Cloud Computing, Cloud Security, Network Architecture, Technology Planning, Network Design, Cisco Nexus, Security, Cisco Technologies, Routing, VPN, DNS, Active Directory, Microsoft Exchange, DHCP, Wireless, Microsoft Certified..., Juniper, ASA, Routers, Data Center, Switches, Cisco Routers, Network Engineering, F5 BigIP, Load Balancing, Troubleshooting, WAN, Data Security, Riverbed, Virtualization
Education
State University of New York at Stony Brook
Computer Engineering
Issaquah High School
Shriners Hospitals for Children March 2013 - Present
Raymond James Financial Inc. August 2012 - March 2013
Sandals Resorts March 2008 - August 2012
Brand Institute October 2006 - March 2008
iTechknowledgy January 2005 - January 2008
Gordet & Schmidt Advertising September 2005 - October 2006
Broward County May 2002 - September 2005
Kintetsu World Express June 2000 - May 2002
BE Aerospace October 1999 - June 2000
FPL September 1998 - October 1999
Skills
Cisco Security, Cisco IOS, Cisco Switches, CiscoWorks, Cisco Catalyst Switches, Cisco Wireless, Cisco devices, Routing Protocols, LAN Switching, Network Security, Computer Security, Firewalls, IDS, IPS, Content Filtering, SSL VPN, Firewall Management, VoIP, Diagramming, Data Centre Architecture, Cloud Computing, Cloud Security, Network Architecture, Technology Planning, Network Design, Cisco Nexus, Security, Cisco Technologies, Routing, VPN, DNS, Active Directory, Microsoft Exchange, DHCP, Wireless, Microsoft Certified..., Juniper, ASA, Routers, Data Center, Switches, Cisco Routers, Network Engineering, F5 BigIP, Load Balancing, Troubleshooting, WAN, Data Security, Riverbed, Virtualization
Education
State University of New York at Stony Brook
Computer Engineering
Issaquah High School
Brian Krebs Brian Krebs's Raymond James Financial Inc. Experience 1999 - 1999
Job Lieutenant at New York City Fire Department
Industry Public Safety
Experience
New York City Fire Department September 2014 - Present
FDNY August 2009 - September 2014
FDNY February 2003 - August 2009
Quick & Reilly 1999 - 2002
Raymond James Financial Inc. 1999 - 1999
MTV Networks 1998 - 1998
New York Stock Exchange 1998 - 1998
Skills
Emergency Management, Rescue, NIMS, Microsoft Word, Disaster Response, Private Investigations, Fire Investigation, Public Safety, Emergency Services, Preparedness, Enforcement, EMS, Criminal Investigations, Weapons of Mass..., Firefighting, Structural Firefighting, Incident Command, Fire Service, Emergency Planning, Fire Suppression Systems
Education
SUNY Oneonta 1994 — 1998
Bachelor of Science (BS), Speech Communication
University of Puerto Rico-Mayaguez 1998 — 1998
Study Abroad
New York City Fire Department September 2014 - Present
FDNY August 2009 - September 2014
FDNY February 2003 - August 2009
Quick & Reilly 1999 - 2002
Raymond James Financial Inc. 1999 - 1999
MTV Networks 1998 - 1998
New York Stock Exchange 1998 - 1998
Skills
Emergency Management, Rescue, NIMS, Microsoft Word, Disaster Response, Private Investigations, Fire Investigation, Public Safety, Emergency Services, Preparedness, Enforcement, EMS, Criminal Investigations, Weapons of Mass..., Firefighting, Structural Firefighting, Incident Command, Fire Service, Emergency Planning, Fire Suppression Systems
Education
SUNY Oneonta 1994 — 1998
Bachelor of Science (BS), Speech Communication
University of Puerto Rico-Mayaguez 1998 — 1998
Study Abroad
Michael Crow Michael Crow's Raymond James Financial Inc. Experience January 2012 - April 2013
Job Desktop Support Technician at Wallace Welch & Willingham
Industry Information Technology and Services
Experience
Wallace Welch & Willingham September 2014 - Present
Tampa Bay Times - Times Publishing Co July 2013 - August 2014
Raymond James Financial Inc. January 2012 - April 2013
Raymond James June 2010 - December 2011
Liberty Christian Enterprises, Inc. June 2009 - July 2011
Skills
Technical Support, Troubleshooting, Hardware, Visio, Windows 7, SDLC, Windows Server, Software Documentation, Access, Customer Service, Microsoft Office, Computer Hardware, Citrix, Outlook, Software Installation, System Administration, Windows, XP, Microsoft SQL Server, Process Improvement, Microsoft Excel, ITIL, Windows XP Pro, Quality Assurance, Laptops, Disaster Recovery, Requirements Gathering, Project Planning, PowerPoint, HP, Active Directory, Help Desk Support, VMware, Security, Project Management, Training, Program Management, Servers, VPN, Leadership, Networking, Operating Systems, Microsoft Exchange, Vendor Management, Apple
Education
St. Petersburg College 2014 — 2017
Bachelor of Applied Science (B.A.Sc.), Computer/Information Technology Administration and Management
St. Petersburg College 2011 — 2014
Associates of Science, Computer/Information Technology Administration and Management
Northeast High School, Academy of Information Technology 2007 — 2011
Wallace Welch & Willingham September 2014 - Present
Tampa Bay Times - Times Publishing Co July 2013 - August 2014
Raymond James Financial Inc. January 2012 - April 2013
Raymond James June 2010 - December 2011
Liberty Christian Enterprises, Inc. June 2009 - July 2011
Skills
Technical Support, Troubleshooting, Hardware, Visio, Windows 7, SDLC, Windows Server, Software Documentation, Access, Customer Service, Microsoft Office, Computer Hardware, Citrix, Outlook, Software Installation, System Administration, Windows, XP, Microsoft SQL Server, Process Improvement, Microsoft Excel, ITIL, Windows XP Pro, Quality Assurance, Laptops, Disaster Recovery, Requirements Gathering, Project Planning, PowerPoint, HP, Active Directory, Help Desk Support, VMware, Security, Project Management, Training, Program Management, Servers, VPN, Leadership, Networking, Operating Systems, Microsoft Exchange, Vendor Management, Apple
Education
St. Petersburg College 2014 — 2017
Bachelor of Applied Science (B.A.Sc.), Computer/Information Technology Administration and Management
St. Petersburg College 2011 — 2014
Associates of Science, Computer/Information Technology Administration and Management
Northeast High School, Academy of Information Technology 2007 — 2011
Yuri Samardak Yuri Samardak's Raymond James Financial Inc. Experience June 2011 - Present
Job Systems Engineer at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial Inc. June 2011 - Present
Raymond James October 2008 - Present
Skills
Business Analysis, Virtualization, Active Directory, VMware ESX, ITIL, Servers, Troubleshooting, Windows, Cisco UCS, Microsoft Certified..., SCCM, Data Center, SAN, Disaster Recovery, IIS, IT Management, Unix, Cisco Technologies, SharePoint, Visio, System Administration, Switches, Enterprise Architecture, Citrix, Windows Server, Requirements Analysis, DHCP, SQL, DNS, Windows XP, Databases, Technical Support, Routers, Microsoft SQL Server, Cisco Nexus, Operating Systems, Microsoft Exchange, Network Security, VMware, IT Operations, Windows 7, VPN, Help Desk Support, Firewalls, Integration, IT Strategy, Security, VMware Infrastructure
Education
St. Petersburg College 2005 — 2008
AS, Information Technologies - Networking
Belarussian National Technical Unirversity 2001 — 2003
AS, IT - programming
Grodno Technical College 1997 — 2002
Associate's Degree, Computer Programming, Specific Applications
University of South Florida
IT
Raymond James Financial Inc. June 2011 - Present
Raymond James October 2008 - Present
Skills
Business Analysis, Virtualization, Active Directory, VMware ESX, ITIL, Servers, Troubleshooting, Windows, Cisco UCS, Microsoft Certified..., SCCM, Data Center, SAN, Disaster Recovery, IIS, IT Management, Unix, Cisco Technologies, SharePoint, Visio, System Administration, Switches, Enterprise Architecture, Citrix, Windows Server, Requirements Analysis, DHCP, SQL, DNS, Windows XP, Databases, Technical Support, Routers, Microsoft SQL Server, Cisco Nexus, Operating Systems, Microsoft Exchange, Network Security, VMware, IT Operations, Windows 7, VPN, Help Desk Support, Firewalls, Integration, IT Strategy, Security, VMware Infrastructure
Education
St. Petersburg College 2005 — 2008
AS, Information Technologies - Networking
Belarussian National Technical Unirversity 2001 — 2003
AS, IT - programming
Grodno Technical College 1997 — 2002
Associate's Degree, Computer Programming, Specific Applications
University of South Florida
IT
Marc Jamison Marc Jamison's Raymond James Financial Inc. Experience June 2014 - August 2014
Job Financial Management LDP Intern at Travelers
Industry Financial Services
Experience
Temple University May 2014 - Present
Travelers June 2015 - August 2015
Raymond James Financial Inc. June 2014 - August 2014
Skills
Fundraising, Leadership, Microsoft Office, Critical Thinking, Public Speaking, Time Management, Data Entry, Facebook, Sales
Education
Temple University 2011 — 2015
Bachelor's Degree, Finance
Temple University May 2014 - Present
Travelers June 2015 - August 2015
Raymond James Financial Inc. June 2014 - August 2014
Skills
Fundraising, Leadership, Microsoft Office, Critical Thinking, Public Speaking, Time Management, Data Entry, Facebook, Sales
Education
Temple University 2011 — 2015
Bachelor's Degree, Finance
Maureen Henry, MBA Maureen Henry, MBA's Raymond James Financial Inc. Experience February 1999 - January 2001
Job Sales Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
MAK Transcription Services, Inc. June 2006 - April 2011
Western Reserve Life January 2001 - May 2006
Raymond James Financial Inc. February 1999 - January 2001
Skills
Series 7, Wealth Management, Retirement Planning, Retirement, Mutual Funds, Asset Allocation, Investments, Sales, Customer Service, Financial Services, Portfolio Management, Insurance, Securities
Education
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2002 — 2004
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
St. Petersburg College 1997 — 1999
Associate of Arts (AA)
Ameriprise Financial Services, Inc. April 2011 - Present
MAK Transcription Services, Inc. June 2006 - April 2011
Western Reserve Life January 2001 - May 2006
Raymond James Financial Inc. February 1999 - January 2001
Skills
Series 7, Wealth Management, Retirement Planning, Retirement, Mutual Funds, Asset Allocation, Investments, Sales, Customer Service, Financial Services, Portfolio Management, Insurance, Securities
Education
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2002 — 2004
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
St. Petersburg College 1997 — 1999
Associate of Arts (AA)
Jonathan Crawley Jonathan Crawley's Raymond James Financial Inc. Experience January 2015 - Present
Job VP Investments, Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
J.P. Morgan March 2010 - January 2015
J.P. Morgan March 2008 - March 2010
Bear Stearns & Company August 2007 - March 2008
Ameriprise Financial Services, Inc. July 2006 - August 2007
Education
Syracuse University 2002 — 2006
Bachelor's Degree, History
Catholic Memorial
Catholic Memorial
Raymond James Financial Inc. January 2015 - Present
J.P. Morgan March 2010 - January 2015
J.P. Morgan March 2008 - March 2010
Bear Stearns & Company August 2007 - March 2008
Ameriprise Financial Services, Inc. July 2006 - August 2007
Education
Syracuse University 2002 — 2006
Bachelor's Degree, History
Catholic Memorial
Catholic Memorial
Sylvia Elsa Reyna's Raymond James Financial Inc. Experience February 2012 - January 2013
Job Licensed Real Estate Broker #475.165519
Industry Real Estate
Experience
GrubHub June 2015 - July 2015
North Clybourn Group January 2015 - May 2015
Domain Realty Group September 2014 - December 2014
VISANOW May 2014 - September 2014
Recruit 121 August 2013 - April 2014
Raymond James Financial Inc. February 2012 - January 2013
Al Ryum Group of Companies August 2008 - July 2011
Skills
Salesforce.com, Leadership, International Sales, MLS, Cold Calling, CRM, New Business Development, LexisNexis, Sales, Land Vision, Customer Service, Business Development, Strategic Planning, Microsoft Excel, Marketing, Microsoft Word, Team Leadership, Project Planning, Human Resources, Account Management, Sales Operations, Time Management, Recruiting, Event Management, Lead Generation
Education
Texas A&M University 2000 — 2005
Bachelors of Arts, Major in Political Science & Minor in Psychology
GrubHub June 2015 - July 2015
North Clybourn Group January 2015 - May 2015
Domain Realty Group September 2014 - December 2014
VISANOW May 2014 - September 2014
Recruit 121 August 2013 - April 2014
Raymond James Financial Inc. February 2012 - January 2013
Al Ryum Group of Companies August 2008 - July 2011
Skills
Salesforce.com, Leadership, International Sales, MLS, Cold Calling, CRM, New Business Development, LexisNexis, Sales, Land Vision, Customer Service, Business Development, Strategic Planning, Microsoft Excel, Marketing, Microsoft Word, Team Leadership, Project Planning, Human Resources, Account Management, Sales Operations, Time Management, Recruiting, Event Management, Lead Generation
Education
Texas A&M University 2000 — 2005
Bachelors of Arts, Major in Political Science & Minor in Psychology
Joshua Whitehead's Raymond James Financial Inc. Experience June 2012 - Present
Job Technical Support Analyst at Raymond James Financial Inc.
Industry Computer Software
Experience
Raymond James Financial Inc. June 2012 - Present
ACISS Systems, Inc. March 2007 - June 2012
Skills
.NET, C#, Financial Planning, HTML, JavaScript, Microsoft SQL Server, SQL, Software Development, XML
Education
St. Petersburg College
Raymond James Financial Inc. June 2012 - Present
ACISS Systems, Inc. March 2007 - June 2012
Skills
.NET, C#, Financial Planning, HTML, JavaScript, Microsoft SQL Server, SQL, Software Development, XML
Education
St. Petersburg College
Marquis Kimble's Raymond James Financial Inc. Experience 2012 - Present
Job Monitoring Solutions Administrator at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2012 - Present
American Express 2008 - 2012
Skills
Application Performance..., Performance Dashboards, Performance Analysis, Service Oriented..., ASP.NET, Business Transactions, Splunk, NetIQ AppManager, Network Monitoring Tools, Web Services, Web Analytics, System Deployment, System Monitoring
Education
St. Petersburg College
Raymond James Financial Inc. 2012 - Present
American Express 2008 - 2012
Skills
Application Performance..., Performance Dashboards, Performance Analysis, Service Oriented..., ASP.NET, Business Transactions, Splunk, NetIQ AppManager, Network Monitoring Tools, Web Services, Web Analytics, System Deployment, System Monitoring
Education
St. Petersburg College
Lori Burger Lori Burger's Raymond James Financial Inc. Experience April 2005 - August 2013
Job Looking for new opportunities as a Relationship Manager
Industry Consumer Services
Experience
Raymond James Financial Inc. April 2005 - August 2013
Bear Stearns Co May 1987 - May 2005
Skills
Customer Relations, Customer Retention, Customer Experience, Sales Management, Leadership Development, Organizational..., Relationship Management, Customer Service, Sales, Customer Satisfaction, Employee Relations, Account Management, Cross-functional Team..., Investments, Writing, Public Speaking, Entrepreneurship, Business Development, Product Development, Program Development, Sales Presentations, Market Research, Passionate about work, Compassion, Personal Development, Forward Planning, Forward Looking, Hedge Funds
Education
State University of New York College at Brockport
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Raymond James Financial Inc. April 2005 - August 2013
Bear Stearns Co May 1987 - May 2005
Skills
Customer Relations, Customer Retention, Customer Experience, Sales Management, Leadership Development, Organizational..., Relationship Management, Customer Service, Sales, Customer Satisfaction, Employee Relations, Account Management, Cross-functional Team..., Investments, Writing, Public Speaking, Entrepreneurship, Business Development, Product Development, Program Development, Sales Presentations, Market Research, Passionate about work, Compassion, Personal Development, Forward Planning, Forward Looking, Hedge Funds
Education
State University of New York College at Brockport
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
sabina jakupaj's Raymond James Financial Inc. Experience September 2010 - October 2012
Job Business Development Specialist at CCC
Industry Financial Services
Experience
CCC March 2015 - July 2015
Baywest Cafe June 2014 - January 2015
Raymond James Financial Inc.-Eagle Asset Mgmt October 2012 - May 2014
Raymond James Financial Inc. September 2010 - October 2012
Skills
Visio, Microsoft Office, Customer Service, SharePoint, Business Analysis, Windows 7, IT Management, XP, SimCorp, PowerPoint, Microsoft Excel, Microsoft Word, Space planning, Volunteer Training, Non-profit Volunteer, Healthcare, Medical/Surgical, Microsoft CRM, Process Improvement, Alternative Investments, SEC Regulations, Marketing, CRM Databases, Public Speaking, Management
Education
University of South Florida 2015 — 2017
Master of Business Administration (M.B.A.)
St. Petersburg College 2012 — 2014
Bachelor of Applied Science (BASc), International Business
St. Petersburg College
Bachelor of Applied Science (B.A.Sc.), International Business/Trade/Commerce
CCC March 2015 - July 2015
Baywest Cafe June 2014 - January 2015
Raymond James Financial Inc.-Eagle Asset Mgmt October 2012 - May 2014
Raymond James Financial Inc. September 2010 - October 2012
Skills
Visio, Microsoft Office, Customer Service, SharePoint, Business Analysis, Windows 7, IT Management, XP, SimCorp, PowerPoint, Microsoft Excel, Microsoft Word, Space planning, Volunteer Training, Non-profit Volunteer, Healthcare, Medical/Surgical, Microsoft CRM, Process Improvement, Alternative Investments, SEC Regulations, Marketing, CRM Databases, Public Speaking, Management
Education
University of South Florida 2015 — 2017
Master of Business Administration (M.B.A.)
St. Petersburg College 2012 — 2014
Bachelor of Applied Science (BASc), International Business
St. Petersburg College
Bachelor of Applied Science (B.A.Sc.), International Business/Trade/Commerce
James Rasmussen's Raymond James Financial Inc. Experience September 2013 - April 2015
Job Private Equity Analyst at Momentum Real Estate Partners
Industry Real Estate
Experience
Momentum Real Estate Partners May 2015 - Present
Raymond James Financial Inc. September 2013 - April 2015
Roland George Investment Institute August 2012 - June 2013
Laidlaw & Company June 2012 - July 2012
Skills
Portfolio Management, Investments, Microsoft Excel, Teamwork
Education
Stetson University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Momentum Real Estate Partners May 2015 - Present
Raymond James Financial Inc. September 2013 - April 2015
Roland George Investment Institute August 2012 - June 2013
Laidlaw & Company June 2012 - July 2012
Skills
Portfolio Management, Investments, Microsoft Excel, Teamwork
Education
Stetson University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Joshua Moses's Raymond James Financial Inc. Experience June 2014 - August 2014
Job Esquire
Industry Legal Services
Experience
Stetson University College of Law August 2012 - May 2015
9 Bedford Row August 2014 - November 2014
Raymond James Financial Inc. June 2014 - August 2014
University of South Florida March 2010 - August 2012
Skills
Legal Research, Westlaw, Legal Writing, Event Planning, Microsoft Office, Customer Service, Research, Social Media, PowerPoint
Education
Stetson University College of Law 2012 — 2015
Juris Doctor (J.D.)
University of South Florida 2007 — 2011
Bachelors, History
Stetson University College of Law August 2012 - May 2015
9 Bedford Row August 2014 - November 2014
Raymond James Financial Inc. June 2014 - August 2014
University of South Florida March 2010 - August 2012
Skills
Legal Research, Westlaw, Legal Writing, Event Planning, Microsoft Office, Customer Service, Research, Social Media, PowerPoint
Education
Stetson University College of Law 2012 — 2015
Juris Doctor (J.D.)
University of South Florida 2007 — 2011
Bachelors, History
Benjamin Dishman Benjamin Dishman's Raymond James Financial Inc. Experience June 2014 - Present
Job Regulatory Affairs Analyst
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. March 2013 - June 2014
The Bartlett Law Firm April 2012 - November 2012
Nova Environmental Inc March 2006 - August 2006
Education
Stetson University College of Law 2008 — 2011
Juris Doctor, Law
Western Michigan University 2003 — 2008
Bachelor, Business Administration; Management
Nihon University
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. March 2013 - June 2014
The Bartlett Law Firm April 2012 - November 2012
Nova Environmental Inc March 2006 - August 2006
Education
Stetson University College of Law 2008 — 2011
Juris Doctor, Law
Western Michigan University 2003 — 2008
Bachelor, Business Administration; Management
Nihon University
Kalia Lane Kalia Lane's Raymond James Financial Inc. Experience July 2007 - Present
Job ACCOUNT TRANSFERS at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2007 - Present
Citi June 2006 - June 2007
Skills
Banking, Financial Services, Risk Management, Portfolio Management, Finance, Investments, Financial Analysis, Credit, Relationship Management, Business Analysis
Education
St. Petersburg College
Raymond James Financial Inc. July 2007 - Present
Citi June 2006 - June 2007
Skills
Banking, Financial Services, Risk Management, Portfolio Management, Finance, Investments, Financial Analysis, Credit, Relationship Management, Business Analysis
Education
St. Petersburg College
Nicholas Frost, CFA's Raymond James Financial Inc. Experience June 2003 - August 2003
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
Entity Capital LLC January 2013 - Present
Morgan Stanley February 2007 - December 2009
Morgan Stanley April 2006 - January 2007
Legacy Advisors LLC August 2004 - March 2006
Raymond James Financial Inc. June 2003 - August 2003
Skills
Chartered Financial..., Financial Institutions, Fixed Income Analysis, Credit Analysis, Capital Markets, Capital Structure, Subordinated Debt, Preferred Stock, Financial Modeling, Wealth Management, Credit Trading, Entrepreneurship, Real Estate Investor, Finance
Education
Stetson University 2000 — 2004
Bachelor's degree, Physics
Morgan Stanley January 2010 - Present
Entity Capital LLC January 2013 - Present
Morgan Stanley February 2007 - December 2009
Morgan Stanley April 2006 - January 2007
Legacy Advisors LLC August 2004 - March 2006
Raymond James Financial Inc. June 2003 - August 2003
Skills
Chartered Financial..., Financial Institutions, Fixed Income Analysis, Credit Analysis, Capital Markets, Capital Structure, Subordinated Debt, Preferred Stock, Financial Modeling, Wealth Management, Credit Trading, Entrepreneurship, Real Estate Investor, Finance
Education
Stetson University 2000 — 2004
Bachelor's degree, Physics
Veronica Mallicoat Veronica Mallicoat's Raymond James Financial Inc. Experience May 1998 - July 2009
Job Financial Representative, ModernWoodmen of America
Industry Financial Services
Experience
Modern Woodmen of America May 2013 - Present
FIRST BANK January 2012 - September 2012
Raymond James Financial Inc. May 1998 - July 2009
Skills
Series 7, Series 63, Series 24, Life & Health Insurance..., Variable Annuities, Retirement, Mutual Funds, Life Insurance, Fixed Annuities, IRAs, Banking, 529 Plans, Securities, 401k Rollovers, Bonds, Roth IRA, Municipal Bonds, Equities, Fixed Income, Wealth Accumulation, Investments, Operations Management, Organized Multi-tasker, Supervisory Management, Marketing, Teaching Workshops, Empowerment, Empathy, Detailed Organization, Retirement Planning, Stocks, Sales, Financial Services, Insurance, 401k, Investment Strategies, Personal Finance, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Employee Benefits, Personal Financial..., Savings, Long-term Care, Investment Advisory, Strategic Financial..., Financial Planning
Education
St. Petersburg College 1991 — 1993
Business, Management, Marketing, and Related Support Services, 3.8
Modern Woodmen of America May 2013 - Present
FIRST BANK January 2012 - September 2012
Raymond James Financial Inc. May 1998 - July 2009
Skills
Series 7, Series 63, Series 24, Life & Health Insurance..., Variable Annuities, Retirement, Mutual Funds, Life Insurance, Fixed Annuities, IRAs, Banking, 529 Plans, Securities, 401k Rollovers, Bonds, Roth IRA, Municipal Bonds, Equities, Fixed Income, Wealth Accumulation, Investments, Operations Management, Organized Multi-tasker, Supervisory Management, Marketing, Teaching Workshops, Empowerment, Empathy, Detailed Organization, Retirement Planning, Stocks, Sales, Financial Services, Insurance, 401k, Investment Strategies, Personal Finance, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Employee Benefits, Personal Financial..., Savings, Long-term Care, Investment Advisory, Strategic Financial..., Financial Planning
Education
St. Petersburg College 1991 — 1993
Business, Management, Marketing, and Related Support Services, 3.8
J.R. Weston's Raymond James Financial Inc. Experience June 2014 - Present
Job Equity Research Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
The Newport Group June 2013 - March 2014
Ohio Association of Public School Employees June 2012 - August 2012
Roland George Investment Program August 2011 - May 2012
Strategies Unlimited June 2009 - August 2009
Stetson Men's Basketball June 2009 - June 2009
Skills
Leadership, Equities, Microsoft Office, Bloomberg Terminal, Teamwork, Morningstar Direct, Facebook, Twitter, LinkedIn, Microsoft Excel, Microsoft Word, Valuation, Data Analysis, Financial Analysis, Investments, PowerPoint, Management, Fixed Income, Analysis, Oil
Education
Stetson University 2012 — 2014
Master's degree, Accounting, 4.0
Stetson University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, 3.981
Raymond James Financial Inc. June 2014 - Present
The Newport Group June 2013 - March 2014
Ohio Association of Public School Employees June 2012 - August 2012
Roland George Investment Program August 2011 - May 2012
Strategies Unlimited June 2009 - August 2009
Stetson Men's Basketball June 2009 - June 2009
Skills
Leadership, Equities, Microsoft Office, Bloomberg Terminal, Teamwork, Morningstar Direct, Facebook, Twitter, LinkedIn, Microsoft Excel, Microsoft Word, Valuation, Data Analysis, Financial Analysis, Investments, PowerPoint, Management, Fixed Income, Analysis, Oil
Education
Stetson University 2012 — 2014
Master's degree, Accounting, 4.0
Stetson University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, 3.981
David Sifkarovski David Sifkarovski's Raymond James Financial Inc. Experience 2012 - June 2012
Job Analyst Equity Derivatives
Industry Financial Services
Experience
Citi February 2015 - Present
Citi September 2013 - Present
M&T Bank October 2012 - September 2013
Abercrombie & Fitch May 2012 - November 2012
Raymond James Financial Inc. 2012 - June 2012
First Investors Corporation June 2011 - August 2011
Wegmans Food Markets May 2011 - August 2011
Abercrombie & Fitch December 2007 - August 2011
Monroe Community College September 2008 - February 2009
Skills
Customer Service, Marketing, Sales, Retail, Financial Analysis, Public Speaking, Social Media, Team Leadership, Leadership, Microsoft Office, Strategic Financial..., Management, Financial Reporting, Portfolio Management, Research, Client Relations Skills, Microsoft Excel, Equity Trading, Broker-Dealer, Equities, Financial Modeling, Settlement, Financial Software..., Investment Strategies, Social Networking, Time Management, Investment Management, Recruiting, Organization &..., Marketing Strategy, Finance, Analysis, Social Media Marketing, Strategic Consulting, Commercial Lending, Quantitative Research, Project Management, Facebook, Event Planning, Great Motivator, Qualitative Research, Investments, Budgets, Strategic Planning, Human Resources, Data Analysis, Sales Management, Purchase & Sale...
Education
State University of New York College at Fredonia 2009 — 2012
Bachelor of Science (BS), Finance
Citi February 2015 - Present
Citi September 2013 - Present
M&T Bank October 2012 - September 2013
Abercrombie & Fitch May 2012 - November 2012
Raymond James Financial Inc. 2012 - June 2012
First Investors Corporation June 2011 - August 2011
Wegmans Food Markets May 2011 - August 2011
Abercrombie & Fitch December 2007 - August 2011
Monroe Community College September 2008 - February 2009
Skills
Customer Service, Marketing, Sales, Retail, Financial Analysis, Public Speaking, Social Media, Team Leadership, Leadership, Microsoft Office, Strategic Financial..., Management, Financial Reporting, Portfolio Management, Research, Client Relations Skills, Microsoft Excel, Equity Trading, Broker-Dealer, Equities, Financial Modeling, Settlement, Financial Software..., Investment Strategies, Social Networking, Time Management, Investment Management, Recruiting, Organization &..., Marketing Strategy, Finance, Analysis, Social Media Marketing, Strategic Consulting, Commercial Lending, Quantitative Research, Project Management, Facebook, Event Planning, Great Motivator, Qualitative Research, Investments, Budgets, Strategic Planning, Human Resources, Data Analysis, Sales Management, Purchase & Sale...
Education
State University of New York College at Fredonia 2009 — 2012
Bachelor of Science (BS), Finance
Bryan Luna Bryan Luna's Raymond James Financial Inc. Experience June 2014 - May 2015
Job Analyst at Hamilton Lane
Industry Investment Management
Experience
Hamilton Lane June 2015 - Present
Raymond James Financial Inc. June 2014 - May 2015
Oppenheimer & Co. Inc. May 2014 - August 2014
Skills
Customer Service, Sales, Customer Satisfaction, Retail, Sales Operations, Inventory Management, Cashiering, Finance, Financial Modeling, Accounting
Education
Temple University - Fox School of Business and Management
Finance, General
Hamilton Lane June 2015 - Present
Raymond James Financial Inc. June 2014 - May 2015
Oppenheimer & Co. Inc. May 2014 - August 2014
Skills
Customer Service, Sales, Customer Satisfaction, Retail, Sales Operations, Inventory Management, Cashiering, Finance, Financial Modeling, Accounting
Education
Temple University - Fox School of Business and Management
Finance, General
Kathryn Morrison, ERPA, QKA, QPA Kathryn Morrison, ERPA, QKA, QPA's Raymond James Financial Inc. Experience July 1998 - October 2001
Job at
Industry Financial Services
Experience
The Pension Studio July 2015 - Present
Matthews Benefit Group September 2014 - Present
The Pension Studio, LLC October 2011 - September 2014
R.J.L. Pension Services, Inc. March 2010 - October 2011
Matthews Benefit Group December 2007 - March 2010
Hill Ward Henderson March 2006 - October 2006
EPIC Advisors, Inc. June 2004 - October 2005
Paychex April 2002 - June 2004
Raymond James Financial Inc. July 1998 - October 2001
Skills
Pensions, Retirement, Financial Services, Employee Benefits, Mutual Funds, 401k, Valuation
Education
University of South Florida - College of Business Administration 1996 — 1998
Bachelor of Arts (B.A.), International Business
St. Petersburg College 1992 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
The Pension Studio July 2015 - Present
Matthews Benefit Group September 2014 - Present
The Pension Studio, LLC October 2011 - September 2014
R.J.L. Pension Services, Inc. March 2010 - October 2011
Matthews Benefit Group December 2007 - March 2010
Hill Ward Henderson March 2006 - October 2006
EPIC Advisors, Inc. June 2004 - October 2005
Paychex April 2002 - June 2004
Raymond James Financial Inc. July 1998 - October 2001
Skills
Pensions, Retirement, Financial Services, Employee Benefits, Mutual Funds, 401k, Valuation
Education
University of South Florida - College of Business Administration 1996 — 1998
Bachelor of Arts (B.A.), International Business
St. Petersburg College 1992 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
Kyle Acevedo Kyle Acevedo's Raymond James Financial Inc. Experience May 2013 - Present
Job Raymond James Financial Trading Support
Industry Financial Services
Experience
Raymond James Financial Inc. May 2013 - Present
Tech Data August 2012 - May 2013
Macy's April 2012 - August 2012
First Investors January 2012 - April 2012
Skills
Business Development, Solution Selling, Cloud Computing, Channel Partners, Sales, Business Analysis, Account Management, Product Marketing, Analysis, Networking, Sales Operations, Competitive Analysis, Strategy, Customer Service, Leadership, Microsoft Office, Marketing
Education
University of South Florida 2015 — 2017
Master of Business Administration (MBA)
St. Petersburg College 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), International Business
Raymond James Financial Inc. May 2013 - Present
Tech Data August 2012 - May 2013
Macy's April 2012 - August 2012
First Investors January 2012 - April 2012
Skills
Business Development, Solution Selling, Cloud Computing, Channel Partners, Sales, Business Analysis, Account Management, Product Marketing, Analysis, Networking, Sales Operations, Competitive Analysis, Strategy, Customer Service, Leadership, Microsoft Office, Marketing
Education
University of South Florida 2015 — 2017
Master of Business Administration (MBA)
St. Petersburg College 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), International Business
Keony Johnson Keony Johnson's Raymond James Financial Inc. Experience March 2006 - December 2008
Job Denial Coordinator at CareCentrix
Industry Hospital & Health Care
Experience
CareCentrix October 2013 - Present
Universal Health Care 2011 - April 2013
Universal Health Care August 2011 - April 2012
Bayfront Medical Center June 2011 - August 2011
Kelly Services August 2009 - February 2010
Raymond James Financial Inc. March 2006 - December 2008
Randstad October 2005 - March 2006
Skills
Time Management, Administrative..., Teamwork, Customer Service, Data Entry, Utilization Management, Care Management, Medicare Advantage, Managed Care, Medicaid, HMO, Authorization, Organization, Regulatory Requirements, Learning Quickly, Dependable Team Player, Customer Support, Customer Liason, Problem Solving, Coordinate Meetings, Travel Arrangements, Microsoft Office, Eligibility, CPT, Healthcare Industry, ICD-9, Office Management, Hospitals, Network Development, Healthcare Management, Health Insurance, Medical Billing, Medicare Part D, Credentialing
Education
St. Petersburg College
Associate of Science (AS), Health Information Management
CareCentrix October 2013 - Present
Universal Health Care 2011 - April 2013
Universal Health Care August 2011 - April 2012
Bayfront Medical Center June 2011 - August 2011
Kelly Services August 2009 - February 2010
Raymond James Financial Inc. March 2006 - December 2008
Randstad October 2005 - March 2006
Skills
Time Management, Administrative..., Teamwork, Customer Service, Data Entry, Utilization Management, Care Management, Medicare Advantage, Managed Care, Medicaid, HMO, Authorization, Organization, Regulatory Requirements, Learning Quickly, Dependable Team Player, Customer Support, Customer Liason, Problem Solving, Coordinate Meetings, Travel Arrangements, Microsoft Office, Eligibility, CPT, Healthcare Industry, ICD-9, Office Management, Hospitals, Network Development, Healthcare Management, Health Insurance, Medical Billing, Medicare Part D, Credentialing
Education
St. Petersburg College
Associate of Science (AS), Health Information Management
Lari Scheu Lari Scheu's Raymond James Financial Inc. Experience January 2014 - May 2015
Job AVP/Compliance Officer
Industry Banking
Experience
USAmeriBank May 2015 - Present
Raymond James Financial Inc. January 2014 - May 2015
Raymond James Financial Inc. January 2012 - January 2014
Raymond James Financial Inc. October 2010 - December 2011
Raymond James Financial Inc. January 2007 - October 2010
Raymond James Financial Inc. September 2005 - December 2006
Skills
Banking, Community Reinvestment..., Risk Management, Securities, Mortgage Lending, Bank Secrecy Act, Due Diligence, AML, KYC, Financial Risk, Corporate Governance, Financial Services, Operational Risk, Loans, Fraud, Credit, Legal Research, OFAC, Legal Writing, Legal Compliance, FFIEC, OCC, CFPB
Education
St. Petersburg College 2008 — 2014
Associate of Arts (AA), Business Administration and Management, General
Boca Ciega High School 1999 — 2002
USAmeriBank May 2015 - Present
Raymond James Financial Inc. January 2014 - May 2015
Raymond James Financial Inc. January 2012 - January 2014
Raymond James Financial Inc. October 2010 - December 2011
Raymond James Financial Inc. January 2007 - October 2010
Raymond James Financial Inc. September 2005 - December 2006
Skills
Banking, Community Reinvestment..., Risk Management, Securities, Mortgage Lending, Bank Secrecy Act, Due Diligence, AML, KYC, Financial Risk, Corporate Governance, Financial Services, Operational Risk, Loans, Fraud, Credit, Legal Research, OFAC, Legal Writing, Legal Compliance, FFIEC, OCC, CFPB
Education
St. Petersburg College 2008 — 2014
Associate of Arts (AA), Business Administration and Management, General
Boca Ciega High School 1999 — 2002
Emily VanOosting Emily VanOosting's Raymond James Financial Inc. Experience May 2008 - August 2008
Job Assistant State Attorney 6th Judicial Circuit State Attorney's Office
Industry Law Practice
Experience
Stetson University College of Law August 2012 - Present
State Attorney's Office 2012 - Present
Stetson University College of Law August 2011 - May 2012
State Attorney's Office, Florida's 6th Judicial Circuit August 2011 - December 2011
Cook County State Attorney's Office May 2011 - August 2011
Public Defender's Office, Florida's 6th Judicial Circuit January 2011 - April 2011
Raymond James Financial Inc. May 2008 - August 2008
Raymond James Financial Inc. May 2007 - August 2007
Raymond James Financial Inc. May 2006 - August 2006
State Attorney's Office, Florida's 6th Judicial Circuit August 2004 - December 2004
Education
Stetson University College of Law 2009 — 2012
Juris Doctor, Advocacy Concentration
Stetson University 2005 — 2009
Bachelor, Business Administration; International Business
Universidad de Guanajuato 2008 — 2008
St. Petersburg High School 2001 — 2005
Stetson University College of Law August 2012 - Present
State Attorney's Office 2012 - Present
Stetson University College of Law August 2011 - May 2012
State Attorney's Office, Florida's 6th Judicial Circuit August 2011 - December 2011
Cook County State Attorney's Office May 2011 - August 2011
Public Defender's Office, Florida's 6th Judicial Circuit January 2011 - April 2011
Raymond James Financial Inc. May 2008 - August 2008
Raymond James Financial Inc. May 2007 - August 2007
Raymond James Financial Inc. May 2006 - August 2006
State Attorney's Office, Florida's 6th Judicial Circuit August 2004 - December 2004
Education
Stetson University College of Law 2009 — 2012
Juris Doctor, Advocacy Concentration
Stetson University 2005 — 2009
Bachelor, Business Administration; International Business
Universidad de Guanajuato 2008 — 2008
St. Petersburg High School 2001 — 2005
Jeremy Allender's Raymond James Financial Inc. Experience June 2014 - Present
Job CRM Services
Industry Information Technology and Services
Experience
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. March 2014 - June 2014
Raymond James Financial Inc. August 2011 - March 2014
Datum Corporation October 2010 - October 2011
PricewaterhouseCoopers June 2010 - January 2011
Ernest Health Inc. May 2008 - August 2010
Clockwork Home Services June 2007 - February 2008
Gould & Lamb, LLC May 2006 - May 2007
Gevity September 2001 - May 2006
Skills
Customer Service, Active Directory, Help Desk Support, PeopleSoft, Visio, Troubleshooting, Windows Server, Process Improvement, Microsoft Office, Technical Support, Disaster Recovery, Information Technology
Education
State College of Florida-Manatee-Sarasota 1996 — 2003
Information Technologies
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. March 2014 - June 2014
Raymond James Financial Inc. August 2011 - March 2014
Datum Corporation October 2010 - October 2011
PricewaterhouseCoopers June 2010 - January 2011
Ernest Health Inc. May 2008 - August 2010
Clockwork Home Services June 2007 - February 2008
Gould & Lamb, LLC May 2006 - May 2007
Gevity September 2001 - May 2006
Skills
Customer Service, Active Directory, Help Desk Support, PeopleSoft, Visio, Troubleshooting, Windows Server, Process Improvement, Microsoft Office, Technical Support, Disaster Recovery, Information Technology
Education
State College of Florida-Manatee-Sarasota 1996 — 2003
Information Technologies
Anthony DiTomaso's Raymond James Financial Inc. Experience February 2013 - January 2014
Job QA Test Analyst contract Pharmerica at Apex Systems
Industry Computer Software
Experience
Apex Systems January 2014 - Present
Raymond James Financial Inc. February 2013 - January 2014
Health Plan Services July 2012 - February 2013
Raymond James Financial March 2009 - June 2012
Veredus September 2008 - February 2009
Kforce Technology Staffing contract JP Morgan Chase December 2007 - August 2008
Datalinx February 2007 - October 2007
Keane December 2006 - February 2007
Open Systems Technology June 2006 - November 2006
KVG Consultants January 2006 - June 2006
Skills
Quality Center, SQL, Microsoft SQL Server, DB2, COBOL, JCL, Oracle, VSAM, Access, IMS DB/DC, XP, MVS, Windows, Windows 2000, SPUFI, Visio, Testing, SDLC, Requirements Gathering, Mainframe, User Acceptance Testing, System Testing, Test Planning, Quality Assurance, Systems Analysis, Software Quality..., Databases, Requirements Analysis, Manual Testing, Test Cases, QTP, CICS, Integration, Regression Testing, Test Automation, Business Requirements, SharePoint, Test Management, LoadRunner, Operating Systems, Waterfall, Defect Tracking, Integration Testing, FTP, Performance Testing, Business Process, Agile Testing, Java, IBM Mainframe, HP Quality Center
Education
Strayer University 1998 — 1999
Computer Information Systems
CHUBB INSTITUTE 1996 — 1997
Computer Programming
Apex Systems January 2014 - Present
Raymond James Financial Inc. February 2013 - January 2014
Health Plan Services July 2012 - February 2013
Raymond James Financial March 2009 - June 2012
Veredus September 2008 - February 2009
Kforce Technology Staffing contract JP Morgan Chase December 2007 - August 2008
Datalinx February 2007 - October 2007
Keane December 2006 - February 2007
Open Systems Technology June 2006 - November 2006
KVG Consultants January 2006 - June 2006
Skills
Quality Center, SQL, Microsoft SQL Server, DB2, COBOL, JCL, Oracle, VSAM, Access, IMS DB/DC, XP, MVS, Windows, Windows 2000, SPUFI, Visio, Testing, SDLC, Requirements Gathering, Mainframe, User Acceptance Testing, System Testing, Test Planning, Quality Assurance, Systems Analysis, Software Quality..., Databases, Requirements Analysis, Manual Testing, Test Cases, QTP, CICS, Integration, Regression Testing, Test Automation, Business Requirements, SharePoint, Test Management, LoadRunner, Operating Systems, Waterfall, Defect Tracking, Integration Testing, FTP, Performance Testing, Business Process, Agile Testing, Java, IBM Mainframe, HP Quality Center
Education
Strayer University 1998 — 1999
Computer Information Systems
CHUBB INSTITUTE 1996 — 1997
Computer Programming
Dana White's Raymond James Financial Inc. Experience August 2014 - September 2015
Job Account & Project Manager at Big Sea Design + Development
Industry Marketing and Advertising
Experience
Big Sea Design + Development September 2015 - Present
CrossFit 727 February 2013 - Present
Raymond James Financial Inc. August 2014 - September 2015
Raymond James Financial Inc. May 2012 - July 2014
Raymond James Financial July 2009 - May 2012
Aspen Marketing Services January 2008 - June 2009
Skills
Team Management, Marketing, Project Management, Strategy, Project Planning, Analysis, Product Development, Change Management, B2B, Market Research, Budgets, Leadership, Integration, Cross-functional Team..., Social Media, Research, SEO, Public Relations, Marketing Communications, Marketing Strategy, Email Marketing, Advertising, Management, Digital Marketing
Education
University of Tampa 2012 — 2014
MBA
Stetson University 2005 — 2008
BA, Marketing and Management
Big Sea Design + Development September 2015 - Present
CrossFit 727 February 2013 - Present
Raymond James Financial Inc. August 2014 - September 2015
Raymond James Financial Inc. May 2012 - July 2014
Raymond James Financial July 2009 - May 2012
Aspen Marketing Services January 2008 - June 2009
Skills
Team Management, Marketing, Project Management, Strategy, Project Planning, Analysis, Product Development, Change Management, B2B, Market Research, Budgets, Leadership, Integration, Cross-functional Team..., Social Media, Research, SEO, Public Relations, Marketing Communications, Marketing Strategy, Email Marketing, Advertising, Management, Digital Marketing
Education
University of Tampa 2012 — 2014
MBA
Stetson University 2005 — 2008
BA, Marketing and Management
Jay Heimburger's Raymond James Financial Inc. Experience 1996 - 2002
Job Partner at Stonebridge Capital LLC.
Industry Capital Markets
Experience
Stonebridge Capital December 2007 - Present
Raymond James Financial Inc. 1996 - 2002
Eppler, Guerin, and Turner 1987 - 1996
Skills
Capital Markets, Private Equity, Corporate Finance, Equities, Valuation, Investment Banking, Due Diligence, Financial Modeling, Venture Capital, Financial Analysis
Education
Stephen F. Austin State University 1980 — 1984
Bachelor of Business Administration (BBA), Business/Commerce, General
Highland Park High School 1972 — 1976
Stonebridge Capital December 2007 - Present
Raymond James Financial Inc. 1996 - 2002
Eppler, Guerin, and Turner 1987 - 1996
Skills
Capital Markets, Private Equity, Corporate Finance, Equities, Valuation, Investment Banking, Due Diligence, Financial Modeling, Venture Capital, Financial Analysis
Education
Stephen F. Austin State University 1980 — 1984
Bachelor of Business Administration (BBA), Business/Commerce, General
Highland Park High School 1972 — 1976
Nicole Deese Newlon's Raymond James Financial Inc. Experience May 1997 - December 2001
Job Attorney, Johnson & Cassidy, P.A.
Industry Law Practice
Experience
Johnson & Cassidy, P.A. January 2014 - Present
Shutts & Bowen LLP May 2007 - January 2014
Buchanan Ingersoll & Rooney PC Fowler White Boggs 2004 - 2007
Raymond James Financial Inc. May 1997 - December 2001
Skills
Depositions, Litigation, Civil Litigation, Commercial Litigation, Arbitration, Courts, Trials, White Collar Criminal..., Legal Research, Securities Litigation
Education
University of South Florida 2005 — 2007
Master of Business Administration (MBA), Finance, General
University of South Florida 2004 — 2005
Bachelor of Arts (BA), Finance
Stetson University College of Law 2002 — 2004
Doctor of Law (JD), Concentration: Advocacy, 2nd in Class
Johnson & Cassidy, P.A. January 2014 - Present
Shutts & Bowen LLP May 2007 - January 2014
Buchanan Ingersoll & Rooney PC Fowler White Boggs 2004 - 2007
Raymond James Financial Inc. May 1997 - December 2001
Skills
Depositions, Litigation, Civil Litigation, Commercial Litigation, Arbitration, Courts, Trials, White Collar Criminal..., Legal Research, Securities Litigation
Education
University of South Florida 2005 — 2007
Master of Business Administration (MBA), Finance, General
University of South Florida 2004 — 2005
Bachelor of Arts (BA), Finance
Stetson University College of Law 2002 — 2004
Doctor of Law (JD), Concentration: Advocacy, 2nd in Class
Darin Leone, CFA's Raymond James Financial Inc. Experience 2000 - April 2002
Job Portfolio Strategist at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors 2009 - Present
US Trust, Bank of America Private Wealth Management June 2005 - March 2009
US Trust April 2003 - June 2005
Raymond James Financial April 2002 - April 2003
Raymond James Financial Inc. 2000 - April 2002
Skills
Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Investment Strategies, Wealth Management, Separately Managed..., Asset Managment, Portfolio Management, Equities, Fixed Income, ETFs, Investment Advisory, Public Speaking
Education
Syracuse University 1994 — 1999
Bachelor, Business and Consumer Studies
Manning & Napier Advisors 2009 - Present
US Trust, Bank of America Private Wealth Management June 2005 - March 2009
US Trust April 2003 - June 2005
Raymond James Financial April 2002 - April 2003
Raymond James Financial Inc. 2000 - April 2002
Skills
Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Investment Strategies, Wealth Management, Separately Managed..., Asset Managment, Portfolio Management, Equities, Fixed Income, ETFs, Investment Advisory, Public Speaking
Education
Syracuse University 1994 — 1999
Bachelor, Business and Consumer Studies
KRISTOPHER KAUFMANN's Raymond James Financial Inc. Experience September 2010 - December 2013
Job Business Systems Analyst at Scottrade
Industry Financial Services
Experience
Scottrade January 2014 - Present
Raymond James Financial Inc. September 2010 - December 2013
Raymond James Financial Inc. September 2009 - September 2010
Raymond James Financial Inc. November 2006 - September 2009
Leader's Casual Furniture January 2006 - November 2006
REI October 2004 - December 2005
University of Colorado August 2004 - August 2005
OfficeMax April 2004 - August 2004
Leader's Casual Furniture November 2002 - December 2003
Skills
Financial Analysis, Auditing, Internal Controls, Internal Audit, Finance, Risk Management, Investments, Due Diligence, Series 7, Series 24, Series 66, Microsoft SQL Server, SQL, T-SQL, C#, VBA, Visual Basic, Microsoft Office, Adobe Design Programs, Microsoft Exchange, Microsoft CRM, Access Database, Relational Databases, Database Design, Data Analysis, Database Administration, Project Management, PeopleSoft, ARM, Financial Services, Data Mining, Investment Advisory, Registered Investment..., Compliance, Exception Based..., Accounting, Strategic Financial..., Financial Modeling, Financial Reporting, Uniform Combined State..., FINRA, Customer Service
Education
University of South Florida 2006 — 2008
Bachelor of Science (BS), Finance
St. Petersburg College 2006 — 2006
Associate of Arts (AA), Business and Management
University of Colorado Boulder 2004 — 2006
Business Administration and Management, General
Scottrade January 2014 - Present
Raymond James Financial Inc. September 2010 - December 2013
Raymond James Financial Inc. September 2009 - September 2010
Raymond James Financial Inc. November 2006 - September 2009
Leader's Casual Furniture January 2006 - November 2006
REI October 2004 - December 2005
University of Colorado August 2004 - August 2005
OfficeMax April 2004 - August 2004
Leader's Casual Furniture November 2002 - December 2003
Skills
Financial Analysis, Auditing, Internal Controls, Internal Audit, Finance, Risk Management, Investments, Due Diligence, Series 7, Series 24, Series 66, Microsoft SQL Server, SQL, T-SQL, C#, VBA, Visual Basic, Microsoft Office, Adobe Design Programs, Microsoft Exchange, Microsoft CRM, Access Database, Relational Databases, Database Design, Data Analysis, Database Administration, Project Management, PeopleSoft, ARM, Financial Services, Data Mining, Investment Advisory, Registered Investment..., Compliance, Exception Based..., Accounting, Strategic Financial..., Financial Modeling, Financial Reporting, Uniform Combined State..., FINRA, Customer Service
Education
University of South Florida 2006 — 2008
Bachelor of Science (BS), Finance
St. Petersburg College 2006 — 2006
Associate of Arts (AA), Business and Management
University of Colorado Boulder 2004 — 2006
Business Administration and Management, General
Steve Nickel's Raymond James Financial Inc. Experience 2014 - Present
Job Senior Manager, Technology Administration at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2014 - Present
Susquehanna International Group 2008 - 2014
GMAC ResCap 2004 - 2008
Bank of America 1999 - 2004
GE Capital 1998 - 1999
Prudential Financial 1991 - 1998
Skills
Accounts Payable, Process Improvement, Strategic Planning, Expense Management, Team Leadership, Financial Accounting, Planning Budgeting &..., Analysis, Telecom Expense..., Managerial Finance, Accounting, Strategy, Management, Capacity Planning, Leadership, Expense Allocation..., Internal Controls, Budgets, Start-ups, Access, Wireless Expense..., Capital & Expense..., Market Data Expense..., Streamlining..., Strategic Policy..., Financial Spreadsheet..., Financial Analysis, Financial Modeling, Business Process..., Finance
Education
Temple University - Fox School of Business and Management 1992 — 1996
Master of Business Administration (MBA), Finance
Temple University 1988 — 1991
Bachelor of Business Administration (BBA), Risk Management & Insurance
Raymond James Financial Inc. 2014 - Present
Susquehanna International Group 2008 - 2014
GMAC ResCap 2004 - 2008
Bank of America 1999 - 2004
GE Capital 1998 - 1999
Prudential Financial 1991 - 1998
Skills
Accounts Payable, Process Improvement, Strategic Planning, Expense Management, Team Leadership, Financial Accounting, Planning Budgeting &..., Analysis, Telecom Expense..., Managerial Finance, Accounting, Strategy, Management, Capacity Planning, Leadership, Expense Allocation..., Internal Controls, Budgets, Start-ups, Access, Wireless Expense..., Capital & Expense..., Market Data Expense..., Streamlining..., Strategic Policy..., Financial Spreadsheet..., Financial Analysis, Financial Modeling, Business Process..., Finance
Education
Temple University - Fox School of Business and Management 1992 — 1996
Master of Business Administration (MBA), Finance
Temple University 1988 — 1991
Bachelor of Business Administration (BBA), Risk Management & Insurance
John J. Kazanjian's Raymond James Financial Inc. Experience August 2011 - December 2013
Job Senior VicePresident, Investments/Branch Manager at Raymond James and Associates
Industry Financial Services
Experience
Raymond James & Associates December 2013 - Present
Raymond James Financial Inc. August 2011 - December 2013
Morgan Stanley January 1998 - May 2011
Town of New Hartford January 1983 - June 1997
New York State Legislature March 1979 - November 1995
Village of New Hartford April 1975 - January 1983
WRUN Radio September 1972 - August 1979
Toronto Blue Jays January 1977 - March 1979
Skills
Investments, Leadership, Financial Advisory, Series 7, Wealth Management, Finance, Management, Recruiting, Financial Services, Mutual Funds, Retirement Planning, Series 63, Public Relations, Training, Retirement, Business Development, Sales, Securities, Strategic Planning, Public Speaking, Asset Allocation, Insurance, Portfolio Management, Investment Advisory, Alternative Investments, Estate Planning, Financial Planning, Uniform Combined State..., FINRA, Investment Strategies, 401k, Equities, Employee Benefits, Risk Management, Asset Management, Series 65, IRAs, Strategic Financial..., Series 24, Business Networking
Education
Syracuse University 1974 — 1977
Bachelors of Arts, American Studies
Syracuse University 1974 — 1977
Bachelors of Science, Broadcast Journalism
Herkimer County Community College 1972 — 1974
Associate in Applied Science (AAS), Radio-Television Broadcasting
New Hartford Central High School 1967 — 1971
Diploma
Raymond James & Associates December 2013 - Present
Raymond James Financial Inc. August 2011 - December 2013
Morgan Stanley January 1998 - May 2011
Town of New Hartford January 1983 - June 1997
New York State Legislature March 1979 - November 1995
Village of New Hartford April 1975 - January 1983
WRUN Radio September 1972 - August 1979
Toronto Blue Jays January 1977 - March 1979
Skills
Investments, Leadership, Financial Advisory, Series 7, Wealth Management, Finance, Management, Recruiting, Financial Services, Mutual Funds, Retirement Planning, Series 63, Public Relations, Training, Retirement, Business Development, Sales, Securities, Strategic Planning, Public Speaking, Asset Allocation, Insurance, Portfolio Management, Investment Advisory, Alternative Investments, Estate Planning, Financial Planning, Uniform Combined State..., FINRA, Investment Strategies, 401k, Equities, Employee Benefits, Risk Management, Asset Management, Series 65, IRAs, Strategic Financial..., Series 24, Business Networking
Education
Syracuse University 1974 — 1977
Bachelors of Arts, American Studies
Syracuse University 1974 — 1977
Bachelors of Science, Broadcast Journalism
Herkimer County Community College 1972 — 1974
Associate in Applied Science (AAS), Radio-Television Broadcasting
New Hartford Central High School 1967 — 1971
Diploma
Jeff Schmidt, CFA's Raymond James Financial Inc. Experience September 2013 - September 2014
Job Associate at Tudor, Pickering, Holt & Co.
Industry Financial Services
Experience
Tudor, Pickering, Holt & Co. September 2014 - Present
Raymond James Financial Inc. September 2013 - September 2014
Wall Street Prep November 2010 - September 2013
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Investment Banking, Technical Writing, Mergers, Equity Research, Private Equity, Financial Accounting, Mergers & Acquisitions, Analysis, Economics, Training, Data Analysis
Education
University of Houston 2002 — 2004
MBA
Texas A&M University 1995 — 1999
B.S., Journalism
Lindale High School
Tudor, Pickering, Holt & Co. September 2014 - Present
Raymond James Financial Inc. September 2013 - September 2014
Wall Street Prep November 2010 - September 2013
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Investment Banking, Technical Writing, Mergers, Equity Research, Private Equity, Financial Accounting, Mergers & Acquisitions, Analysis, Economics, Training, Data Analysis
Education
University of Houston 2002 — 2004
MBA
Texas A&M University 1995 — 1999
B.S., Journalism
Lindale High School
Rebecca Schimsky's Raymond James Financial Inc. Experience July 2014 - Present
Job Technology Test Analyst at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. July 2014 - Present
Pinellas County Clerk of the Circuit Court September 2013 - July 2014
Raymond James Financial Inc. January 2010 - January 2013
Pinellas County BTS September 1997 - August 2009
Get Smart Educational Services September 1996 - August 1997
University of South Florida September 1996 - December 1996
National Assessment Institute November 1993 - December 1995
Hillsborough County School Board September 1993 - December 1993
Sarasota County School Board August 1990 - June 1991
Skills
SDLC, Software Documentation, Quality Center, Software Quality..., Requirements Analysis, Business Analysis, SoapUI, Software Project..., Test Management, User Acceptance Testing, Microsoft SQL Server, Test Planning, Vendor Management, Quality Assurance, Business Requirements, Databases, Requirements Gathering, Java, Agile Methodologies, SQL, Testing, Visio, XML, Agile Testing, .NET, PMP, SharePoint, Visual Studio, SOA, Manual Testing, COBOL, Enterprise Architecture, HTML, Visual Basic, Defect Tracking, Test Cases, Database Design, Test Automation, Oracle, ITIL, Systems Analysis, Regression Testing, Change Management, Data Warehousing, TFS, Program Management, UML, Web Services, Project Planning, Software Development
Education
University of South Florida 1992 — 1993
M.Ed., Educational Measurement and Research
Stetson University 1987 — 1989
B.S., Mathematics
University of Alabama 1985 — 1987
Raymond James Financial Inc. July 2014 - Present
Pinellas County Clerk of the Circuit Court September 2013 - July 2014
Raymond James Financial Inc. January 2010 - January 2013
Pinellas County BTS September 1997 - August 2009
Get Smart Educational Services September 1996 - August 1997
University of South Florida September 1996 - December 1996
National Assessment Institute November 1993 - December 1995
Hillsborough County School Board September 1993 - December 1993
Sarasota County School Board August 1990 - June 1991
Skills
SDLC, Software Documentation, Quality Center, Software Quality..., Requirements Analysis, Business Analysis, SoapUI, Software Project..., Test Management, User Acceptance Testing, Microsoft SQL Server, Test Planning, Vendor Management, Quality Assurance, Business Requirements, Databases, Requirements Gathering, Java, Agile Methodologies, SQL, Testing, Visio, XML, Agile Testing, .NET, PMP, SharePoint, Visual Studio, SOA, Manual Testing, COBOL, Enterprise Architecture, HTML, Visual Basic, Defect Tracking, Test Cases, Database Design, Test Automation, Oracle, ITIL, Systems Analysis, Regression Testing, Change Management, Data Warehousing, TFS, Program Management, UML, Web Services, Project Planning, Software Development
Education
University of South Florida 1992 — 1993
M.Ed., Educational Measurement and Research
Stetson University 1987 — 1989
B.S., Mathematics
University of Alabama 1985 — 1987
Matt Apple's Raymond James Financial Inc. Experience February 2013 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Laguna Wealth Serives February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Morgan Stanley December 1998 - February 2013
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Portfolio Management, Asset Allocation, Financial Advisory, Asset Management, Life Insurance, Investment Advisory, Investment Strategies, Bonds
Education
Texas A&M University 1992 — 1996
BS, Horticulture
Laguna Wealth Serives February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Morgan Stanley December 1998 - February 2013
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Portfolio Management, Asset Allocation, Financial Advisory, Asset Management, Life Insurance, Investment Advisory, Investment Strategies, Bonds
Education
Texas A&M University 1992 — 1996
BS, Horticulture
Nancy Clauss's Raymond James Financial Inc. Experience April 2014 - August 2015
Job Software Engineer at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. April 2014 - August 2015
Raymond James Financial Inc. November 2013 - April 2014
Tennessee Valley Authority August 2011 - November 2013
Zycron at Tennessee Valley Authority April 2011 - August 2011
US Xpress September 2007 - April 2011
Charlotte County Board of County Commissioners July 1987 - September 2007
Skills
Database Design, Business Intelligence, Microsoft SQL Server, SharePoint, DB2, Data Modeling, T-SQL, Crystal Reports, SQL, Visio, SDLC, Project Management, VB.NET, .NET, Data Analysis, C#, Databases, Visual Basic, Business Analysis, XML, SSIS, Systems Analysis, ETL, Informatica, Data Integration, Data Warehousing, Data Warehouse..., Analysis Services, Business Intelligence..., Integration, SSRS, TFS, Visual Studio, ASP.NET, Oracle
Education
State College of Florida-Manatee-Sarasota
Raymond James Financial Inc. April 2014 - August 2015
Raymond James Financial Inc. November 2013 - April 2014
Tennessee Valley Authority August 2011 - November 2013
Zycron at Tennessee Valley Authority April 2011 - August 2011
US Xpress September 2007 - April 2011
Charlotte County Board of County Commissioners July 1987 - September 2007
Skills
Database Design, Business Intelligence, Microsoft SQL Server, SharePoint, DB2, Data Modeling, T-SQL, Crystal Reports, SQL, Visio, SDLC, Project Management, VB.NET, .NET, Data Analysis, C#, Databases, Visual Basic, Business Analysis, XML, SSIS, Systems Analysis, ETL, Informatica, Data Integration, Data Warehousing, Data Warehouse..., Analysis Services, Business Intelligence..., Integration, SSRS, TFS, Visual Studio, ASP.NET, Oracle
Education
State College of Florida-Manatee-Sarasota
Sally Hall's Raymond James Financial Inc. Experience February 1995 - June 2009
Job Gorilla Media MarketingWeb Videos
Industry Media Production
Experience
ThatsSoGayLIVE February 2010 - Present
Raymond James Financial Inc. February 1995 - June 2009
Skills
Broadcast, Video, Social Media, Social Networking, Social Media Marketing, Public Speaking, Editing, Event Planning, Marketing, Fundraising, Public Relations, Strategic Planning, Event Management, Research, Nonprofits
Education
Texas A&M University 1986 — 1994
Bachelor of Science (B.S.), Biomedical Sciences, General
Texas A&M University 1986 — 1994
Bachelor of Science (BS)-Two, Biomedical Science & Psychology
ThatsSoGayLIVE February 2010 - Present
Raymond James Financial Inc. February 1995 - June 2009
Skills
Broadcast, Video, Social Media, Social Networking, Social Media Marketing, Public Speaking, Editing, Event Planning, Marketing, Fundraising, Public Relations, Strategic Planning, Event Management, Research, Nonprofits
Education
Texas A&M University 1986 — 1994
Bachelor of Science (B.S.), Biomedical Sciences, General
Texas A&M University 1986 — 1994
Bachelor of Science (BS)-Two, Biomedical Science & Psychology
Susan Gentile's Raymond James Financial Inc. Experience May 2009 - Present
Job Supervision Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2009 - Present
Raymond James Financial Inc. August 2007 - May 2009
Sovereign International Asset Management January 2004 - May 2007
Skills
2008 Series 7 - General..., 2009 Series 24 -..., Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Training, Policy, Project Planning, Access, Accounting, Analysis, Management, Budgets, Sales, Data Analysis, Risk Management, Team Building, Software Documentation, Public Speaking, Business Analysis
Education
St. Petersburg College
Raymond James Financial Inc. May 2009 - Present
Raymond James Financial Inc. August 2007 - May 2009
Sovereign International Asset Management January 2004 - May 2007
Skills
2008 Series 7 - General..., 2009 Series 24 -..., Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Training, Policy, Project Planning, Access, Accounting, Analysis, Management, Budgets, Sales, Data Analysis, Risk Management, Team Building, Software Documentation, Public Speaking, Business Analysis
Education
St. Petersburg College
EDWARD WEINER's Raymond James Financial Inc. Experience March 2014 - Present
Job Transfer Agent Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2014 - Present
AEGON Americas March 2000 - March 2013
Y2K freelance programmer/analyst June 1997 - September 2000
T. Rowe Price October 1995 - June 1997
Skills
Microsoft Office, English, Windows, Research, Outlook, Teaching, Public Speaking, Time Management, Mutual Funds
Education
State University of New York College at Brockport 1977 — 1979
Bachelor of Science (BS), Psychology
Raymond James Financial Inc. March 2014 - Present
AEGON Americas March 2000 - March 2013
Y2K freelance programmer/analyst June 1997 - September 2000
T. Rowe Price October 1995 - June 1997
Skills
Microsoft Office, English, Windows, Research, Outlook, Teaching, Public Speaking, Time Management, Mutual Funds
Education
State University of New York College at Brockport 1977 — 1979
Bachelor of Science (BS), Psychology
Greer Briggs-Lake's Raymond James Financial Inc. Experience June 2014 - November 2014
Job J.D., BSEE
Industry Legal Services
Experience
Raymond James Financial Inc. June 2014 - November 2014
University of South Florida January 2014 - April 2014
Gulfcoast Legal Services, Inc May 2012 - July 2012
Tampa Electric May 2006 - August 2008
Tampa Electric July 2003 - May 2006
Tampa Electric August 2001 - July 2003
Tampa Electric May 1999 - August 2001
Skills
Westlaw Next Certified, LexisNexis Research..., Management, Legal Research, Research, Legal Writing, Public Speaking, Litigation, Marketing, Civil Litigation, Microsoft Office, Higher Education, Microsoft Excel, Microsoft Word, Leadership, Customer Service, Strategic Planning, PowerPoint, Project Management, Analysis, Training, Strategy
Education
Stetson University College of Law 2010 — 2015
Juris Doctor (J.D.), Law
Hillsborough Community College 2007 — 2009
Non-degree seeking, 4.0/4.0
University of South Florida 2002 — 2004
Non-degree seeking, 3.83/4.0
University of South Florida
Bachelor's degree, Electrical Engineering, magna cum laude
Hillsborough Community College
Associate of Science (A.S.), Engineering
Holy Name Convent, Port of Spain, Trinidad
Raymond James Financial Inc. June 2014 - November 2014
University of South Florida January 2014 - April 2014
Gulfcoast Legal Services, Inc May 2012 - July 2012
Tampa Electric May 2006 - August 2008
Tampa Electric July 2003 - May 2006
Tampa Electric August 2001 - July 2003
Tampa Electric May 1999 - August 2001
Skills
Westlaw Next Certified, LexisNexis Research..., Management, Legal Research, Research, Legal Writing, Public Speaking, Litigation, Marketing, Civil Litigation, Microsoft Office, Higher Education, Microsoft Excel, Microsoft Word, Leadership, Customer Service, Strategic Planning, PowerPoint, Project Management, Analysis, Training, Strategy
Education
Stetson University College of Law 2010 — 2015
Juris Doctor (J.D.), Law
Hillsborough Community College 2007 — 2009
Non-degree seeking, 4.0/4.0
University of South Florida 2002 — 2004
Non-degree seeking, 3.83/4.0
University of South Florida
Bachelor's degree, Electrical Engineering, magna cum laude
Hillsborough Community College
Associate of Science (A.S.), Engineering
Holy Name Convent, Port of Spain, Trinidad
Kelley Cole's Raymond James Financial Inc. Experience February 2004 - December 2010
Job Credentialing Coordinator at EmCare
Industry Hospital & Health Care
Experience
Shriners Hospitals for Children April 2014 - Present
EmCare August 2011 - July 2014
Raymond James Financial Inc. February 2004 - December 2010
Skills
Executive..., Physician Credentialing, Credentialing
Education
St. Petersburg College 2001 — 2003
Associates of Arts, Education
Shriners Hospitals for Children April 2014 - Present
EmCare August 2011 - July 2014
Raymond James Financial Inc. February 2004 - December 2010
Skills
Executive..., Physician Credentialing, Credentialing
Education
St. Petersburg College 2001 — 2003
Associates of Arts, Education
Patricia Zito's Raymond James Financial Inc. Experience March 2008 - Present
Job Senior Supervision Specialist at Raymond James Financial Services Inc
Industry Financial Services
Experience
Raymond James Financial Inc. March 2008 - Present
Raymond James Financial Services March 2008 - Present
American Municipal Securities March 1993 - March 2008
American Municipal Securities January 1993 - January 2008
Kmart Corporation January 1983 - January 2005
Barnett Bank, et al January 1986 - January 1993
Barnett Bank,et al 1986 - 1993
p/t January 1987 - January 1990
Skills
Series 7, Series 24, Series 66, Series 53, Series 31
Education
St. Petersburg College 2006 — 2010
Bachelor of Science, Banking and Finance
Banking/Finance St. Petersburg College
Bachelors Degree, Honors, 2010
Raymond James Financial Inc. March 2008 - Present
Raymond James Financial Services March 2008 - Present
American Municipal Securities March 1993 - March 2008
American Municipal Securities January 1993 - January 2008
Kmart Corporation January 1983 - January 2005
Barnett Bank, et al January 1986 - January 1993
Barnett Bank,et al 1986 - 1993
p/t January 1987 - January 1990
Skills
Series 7, Series 24, Series 66, Series 53, Series 31
Education
St. Petersburg College 2006 — 2010
Bachelor of Science, Banking and Finance
Banking/Finance St. Petersburg College
Bachelors Degree, Honors, 2010
Mary Anne Harland-De Vincke's Raymond James Financial Inc. Experience March 1999 - July 2006
Job Accounting Associate at WESCO Distribution
Industry Financial Services
Experience
WESCO Distribution June 2013 - Present
Wells Fargo Insurance Services April 2012 - June 2013
Vanguard October 2010 - January 2011
Mecklenburg County Tax Collector 2011 - 2011
Raymond James Financial Inc. March 1999 - July 2006
Skills
Accounting, Finance, Auditing, Tax, Time Management, Journal Entries, Mutual Funds, Retail, Financial Analysis, Strategic Financial..., Access
Education
University of North Carolina at Charlotte 2009 — 2010
St. Petersburg College 1984 — 1986
Associates, Business Administration
WESCO Distribution June 2013 - Present
Wells Fargo Insurance Services April 2012 - June 2013
Vanguard October 2010 - January 2011
Mecklenburg County Tax Collector 2011 - 2011
Raymond James Financial Inc. March 1999 - July 2006
Skills
Accounting, Finance, Auditing, Tax, Time Management, Journal Entries, Mutual Funds, Retail, Financial Analysis, Strategic Financial..., Access
Education
University of North Carolina at Charlotte 2009 — 2010
St. Petersburg College 1984 — 1986
Associates, Business Administration
Bob Hiebert, CFA's Raymond James Financial Inc. Experience 2004 - 2008
Job Sr Managing Director, Sr Relationship Manager, Group Head Client Service, Marketing and Institutional Sales
Industry Financial Services
Experience
Duff & Phelps Investment Management Co. 2014 - Present
Kansas Public Employees Retirement System 2012 - 2014
Legal & General Investment Management America 2008 - 2012
Raymond James Financial Inc. 2004 - 2008
Bank of America 2002 - 2004
American General Investment Management 1995 - 2001
Cargill 1992 - 1995
Skills
CFA, Fixed Income, Equities, Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Credit Derivatives, Series 7, Series 63, Credit, Trading, Asset Management, Investments, Bonds, Bloomberg, Securities, Asset Allocation
Education
University of Kansas
MBA, Finance
Tabor College
Bachelor of Arts (B.A.), Accounting and Finance
Duff & Phelps Investment Management Co. 2014 - Present
Kansas Public Employees Retirement System 2012 - 2014
Legal & General Investment Management America 2008 - 2012
Raymond James Financial Inc. 2004 - 2008
Bank of America 2002 - 2004
American General Investment Management 1995 - 2001
Cargill 1992 - 1995
Skills
CFA, Fixed Income, Equities, Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Credit Derivatives, Series 7, Series 63, Credit, Trading, Asset Management, Investments, Bonds, Bloomberg, Securities, Asset Allocation
Education
University of Kansas
MBA, Finance
Tabor College
Bachelor of Arts (B.A.), Accounting and Finance
Michael Carlyle's Raymond James Financial Inc. Experience May 1998 - May 2005
Job Property and Tag Specialist at Lumpkin County Government
Industry Financial Services
Experience
Lumpkin County Government January 2014 - Present
Wells Real Estate Funds July 2006 - April 2013
GE Consumer Finance October 2005 - July 2006
Raymond James Financial Inc. May 1998 - May 2005
Skills
Accounting Applications, Payroll, Payroll Taxes, ADP Payroll, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Computer Hardware, Supervising, Microsoft Office, Microsoft Excel, Microsoft Word, HRIS, Bookkeeping, Data Entry, Business Analysis, Financial Analysis, General Insurance, Hands-on Training, Newsletter Production
Education
Savings and Loan Institute of America 1974 — 1977
General Banking Degree, Banking, Corporate, Finance, and Securities Law
St. Petersburg College 1971 — 1972
Attended, Accounting, Tax, Finance and General Education
Lumpkin County Government January 2014 - Present
Wells Real Estate Funds July 2006 - April 2013
GE Consumer Finance October 2005 - July 2006
Raymond James Financial Inc. May 1998 - May 2005
Skills
Accounting Applications, Payroll, Payroll Taxes, ADP Payroll, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Computer Hardware, Supervising, Microsoft Office, Microsoft Excel, Microsoft Word, HRIS, Bookkeeping, Data Entry, Business Analysis, Financial Analysis, General Insurance, Hands-on Training, Newsletter Production
Education
Savings and Loan Institute of America 1974 — 1977
General Banking Degree, Banking, Corporate, Finance, and Securities Law
St. Petersburg College 1971 — 1972
Attended, Accounting, Tax, Finance and General Education
Jon Kokenzie's Raymond James Financial Inc. Experience 2000 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James & Associates June 2002 - March 2012
Raymond James Financial June 2002 - March 2012
Raymond James Financial Inc. 2000 - 2012
Raymond James June 2006 - December 2010
Raymond James Financial January 2000 - January 2002
Action Fabrication and Truck Bodies January 1998 - January 2000
Education
St. Petersburg College
Raymond James & Associates June 2002 - March 2012
Raymond James Financial June 2002 - March 2012
Raymond James Financial Inc. 2000 - 2012
Raymond James June 2006 - December 2010
Raymond James Financial January 2000 - January 2002
Action Fabrication and Truck Bodies January 1998 - January 2000
Education
St. Petersburg College
Sean McDaniel's Raymond James Financial Inc. Experience January 2013 - Present
Job Technical Liaison at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. January 2013 - Present
Publix Super Markets August 2011 - January 2013
Thompson Group June 2009 - June 2011
Alpha Valve & Controls, Inc. February 2008 - February 2009
Bay Gulf Credit Union January 2007 - February 2008
Alpha Valve & Controls, Inc March 2003 - May 2007
Sykes August 1998 - December 2002
Skills
Unix, Microsoft Operating..., Remote Desktop, Networking, Hardware Support, Laptops, Backup Exec, Microsoft Exchange, Network Administration, Technical Support
Education
St. Petersburg College 2002 — 2004
Bachelor of Applied Science (B.A.Sc.), Information Technology
Hillsborough Community College 1995 — 1999
Associate of Arts (A.A.), Network and System Administration/Administrator
Raymond James Financial Inc. January 2013 - Present
Publix Super Markets August 2011 - January 2013
Thompson Group June 2009 - June 2011
Alpha Valve & Controls, Inc. February 2008 - February 2009
Bay Gulf Credit Union January 2007 - February 2008
Alpha Valve & Controls, Inc March 2003 - May 2007
Sykes August 1998 - December 2002
Skills
Unix, Microsoft Operating..., Remote Desktop, Networking, Hardware Support, Laptops, Backup Exec, Microsoft Exchange, Network Administration, Technical Support
Education
St. Petersburg College 2002 — 2004
Bachelor of Applied Science (B.A.Sc.), Information Technology
Hillsborough Community College 1995 — 1999
Associate of Arts (A.A.), Network and System Administration/Administrator
Michelle schloss's Raymond James Financial Inc. Experience October 2011 - Present
Job Operations Management Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2011 - Present
Raymond James Financial Inc. January 2005 - October 2011
Raymond James Financial Inc. April 1998 - January 2005
American General Finance January 1988 - April 1998
Bermuda Star Line July 1987 - January 1988
Skills
Series 99 FINRA..., Customer Service, Microsoft Office
Education
St. Petersburg College 2005 — 2007
Required/General
Boca Ciega High Shool 1984 — 1987
HS Diploma
Raymond James Financial Inc. October 2011 - Present
Raymond James Financial Inc. January 2005 - October 2011
Raymond James Financial Inc. April 1998 - January 2005
American General Finance January 1988 - April 1998
Bermuda Star Line July 1987 - January 1988
Skills
Series 99 FINRA..., Customer Service, Microsoft Office
Education
St. Petersburg College 2005 — 2007
Required/General
Boca Ciega High Shool 1984 — 1987
HS Diploma
Kerry Bolinder's Raymond James Financial Inc. Experience 1993 - 1995
Job Associate Director, Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. September 1995 - Present
Publix Super Markets 1988 - 1997
Raymond James Financial Inc. 1993 - 1995
Education
St. Petersburg College 1990 — 1993
Finance and Financial Management Services
UBS Financial Services Inc. September 1995 - Present
Publix Super Markets 1988 - 1997
Raymond James Financial Inc. 1993 - 1995
Education
St. Petersburg College 1990 — 1993
Finance and Financial Management Services
Melaina Tryon's Raymond James Financial Inc. Experience June 2011 - August 2012
Job Associate at Shook, Hardy & Bacon
Industry Law Practice
Experience
Shook, Hardy & Bacon L.L.P. May 2014 - July 2014
Banker Lopez Gassler P.A. June 2013 - August 2013
Raymond James Financial Inc. June 2011 - August 2012
Education
Stetson University College of Law 2012 — 2015
Juris Doctor
University of South Florida 2009 — 2011
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Shook, Hardy & Bacon L.L.P. May 2014 - July 2014
Banker Lopez Gassler P.A. June 2013 - August 2013
Raymond James Financial Inc. June 2011 - August 2012
Education
Stetson University College of Law 2012 — 2015
Juris Doctor
University of South Florida 2009 — 2011
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
David Crummy's Raymond James Financial Inc. Experience June 2004 - November 2012
Job Financial Services Professional
Industry Financial Services
Experience
Banco Votorantim Securities Equity Sales Trader / Latin AmericaFator SecuritiesMarch 2013 - November 2013
Raymond James Financial Inc. June 2004 - November 2012
BBVA October 1997 - June 2004
Hockman-Lewis June 1993 - October 1997
Skills
Equities, Series 7, Series 63, Series 55, Series 9 and 10, Fluent Spanish
Education
Syracuse University 1988 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs / Latin America
Salisbury School 1984 — 1988
Banco Votorantim Securities Equity Sales Trader / Latin AmericaFator SecuritiesMarch 2013 - November 2013
Raymond James Financial Inc. June 2004 - November 2012
BBVA October 1997 - June 2004
Hockman-Lewis June 1993 - October 1997
Skills
Equities, Series 7, Series 63, Series 55, Series 9 and 10, Fluent Spanish
Education
Syracuse University 1988 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs / Latin America
Salisbury School 1984 — 1988
Kathleen Spear's Raymond James Financial Inc. Experience 2004 - 2006
Job Experienced Administrative Professional
Industry Nonprofit Organization Management
Experience
Stivers Staffing Services 2012 - 2014
MOUNTAIN, LTD. 2009 - 2011
Macy's 2008 - 2010
The Paul Group, LLC 2006 - 2008
Sun King Pools & Spas, Inc. 2006 - 2006
Raymond James Financial Inc. 2004 - 2006
PrideStaff 2003 - 2004
RBC Wealth Management 2000 - 2003
Skills
Organization, Project Management, Compliance, Close Attention to..., Sales, Enthusiasm to learn, Quick Study, Accounting, Microsoft Office, Spreadsheets, Confidentiality, Appointment Scheduling, Travel Arrangements, Office Administration
Education
Temple University
Bachelor's Degree, Human Resources Management
Stivers Staffing Services 2012 - 2014
MOUNTAIN, LTD. 2009 - 2011
Macy's 2008 - 2010
The Paul Group, LLC 2006 - 2008
Sun King Pools & Spas, Inc. 2006 - 2006
Raymond James Financial Inc. 2004 - 2006
PrideStaff 2003 - 2004
RBC Wealth Management 2000 - 2003
Skills
Organization, Project Management, Compliance, Close Attention to..., Sales, Enthusiasm to learn, Quick Study, Accounting, Microsoft Office, Spreadsheets, Confidentiality, Appointment Scheduling, Travel Arrangements, Office Administration
Education
Temple University
Bachelor's Degree, Human Resources Management
Joshua Curran's Raymond James Financial Inc. Experience 2011 - Present
Job Senior Vice President, Investments and Certified Financial Planner at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2011 - Present
Robert W. Baird & Co. 1998 - 2011
Prudential Securities 1993 - 1998
Interstate/Johnson Lane Inc. 1992 - 1993
Skills
Investments, Financial Planning, Certified Financial..., Wealth Management
Education
Syracuse University
Bachelor's degree, Economics
Raymond James Financial Inc. 2011 - Present
Robert W. Baird & Co. 1998 - 2011
Prudential Securities 1993 - 1998
Interstate/Johnson Lane Inc. 1992 - 1993
Skills
Investments, Financial Planning, Certified Financial..., Wealth Management
Education
Syracuse University
Bachelor's degree, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS