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
Jordan Bernstein Jordan Bernstein's Raymond James Financial Inc. Experience June 2012 - July 2012
Job Business Honors Student at The University of Texas at Austin
Industry Financial Services
Experience
The University of Texas at Austin August 2013 - Present
Century Management May 2015 - August 2015
Camp Of Champs June 2010 - June 2014
Pappasito's Cantina March 2013 - August 2013
Raymond James Financial Inc. June 2012 - July 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Leadership, PowerPoint, Strategic Planning, Research, Data Analysis
Education
The University of Texas at Austin 2013 — 2017
Bachelor's Degree, Business Honors Finance, Sophomore
The University of Edinburgh 2014 — 2014
Business Law, Summer 2014
Stratford High School 2009 — 2013
High School
The University of Texas at Austin August 2013 - Present
Century Management May 2015 - August 2015
Camp Of Champs June 2010 - June 2014
Pappasito's Cantina March 2013 - August 2013
Raymond James Financial Inc. June 2012 - July 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Leadership, PowerPoint, Strategic Planning, Research, Data Analysis
Education
The University of Texas at Austin 2013 — 2017
Bachelor's Degree, Business Honors Finance, Sophomore
The University of Edinburgh 2014 — 2014
Business Law, Summer 2014
Stratford High School 2009 — 2013
High School
Andrea Webb's Raymond James Financial Inc. Experience February 2002 - September 2008
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Raymond James Financial Inc. February 2002 - September 2008
Skills
Series 7, Series 66, Analytic Problem Solving, Customer Service, Budgets, Financial Analysis, Wealth Management, Team Building, Microsoft Office, Microsoft Excel, Marketing, Project Management, Negotiation, Business Strategy
Education
Texas State University 1991 — 1995
Bachelor's Degree, Criminal Justice
Merrill Lynch September 2008 - Present
Raymond James Financial Inc. February 2002 - September 2008
Skills
Series 7, Series 66, Analytic Problem Solving, Customer Service, Budgets, Financial Analysis, Wealth Management, Team Building, Microsoft Office, Microsoft Excel, Marketing, Project Management, Negotiation, Business Strategy
Education
Texas State University 1991 — 1995
Bachelor's Degree, Criminal Justice
Chase Schaefer Chase Schaefer's Raymond James Financial Inc. Experience January 2014 - August 2014
Job Participant Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America October 2014 - Present
Raymond James Financial Inc. January 2014 - August 2014
Academy Sports + Outdoors June 2013 - August 2013
Raymond James Financial Inc. June 2012 - August 2012
Port Aransas Brewing Company May 2011 - August 2011
Skills
Customer Service, Financial Analysis, Microsoft Excel, Finance, Investments, Insurance, Strategic Financial..., Portfolio Management, Business Analysis, Wealth Management, Financial Markets, Financial Advisory, Financial Services, Financial Planning
Education
Texas Tech University 2009 — 2013
Bachelor of Business Administration, Finance
Mutual of America October 2014 - Present
Raymond James Financial Inc. January 2014 - August 2014
Academy Sports + Outdoors June 2013 - August 2013
Raymond James Financial Inc. June 2012 - August 2012
Port Aransas Brewing Company May 2011 - August 2011
Skills
Customer Service, Financial Analysis, Microsoft Excel, Finance, Investments, Insurance, Strategic Financial..., Portfolio Management, Business Analysis, Wealth Management, Financial Markets, Financial Advisory, Financial Services, Financial Planning
Education
Texas Tech University 2009 — 2013
Bachelor of Business Administration, Finance
Chris Yarbrough Chris Yarbrough's Raymond James Financial Inc. Experience September 2012 - Present
Job Taxable Municipal Trader at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2012 - Present
Morgan Keegan April 2009 - September 2012
Morgan Keegan March 2008 - April 2009
Vining Sparks, IBG September 2003 - November 2006
Skills
Series 7, Series 63, Series 66, Fixed Income, Bonds, Bloomberg, Uniform Combined State..., FINRA, Securities, Trading, Trading Systems, Electronic Trading, Bloomberg Terminal, Financial Services, Financial Markets, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Wealth Management
Education
The University of Memphis 1998 — 2002
Bachelor of Business Administration, Marketing Management
Raymond James Financial Inc. September 2012 - Present
Morgan Keegan April 2009 - September 2012
Morgan Keegan March 2008 - April 2009
Vining Sparks, IBG September 2003 - November 2006
Skills
Series 7, Series 63, Series 66, Fixed Income, Bonds, Bloomberg, Uniform Combined State..., FINRA, Securities, Trading, Trading Systems, Electronic Trading, Bloomberg Terminal, Financial Services, Financial Markets, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Wealth Management
Education
The University of Memphis 1998 — 2002
Bachelor of Business Administration, Marketing Management
Brent Nye's Raymond James Financial Inc. Experience August 2006 - January 2008
Job Business Development Center Representative at Spitzer Autoworld
Industry Automotive
Experience
Spitzer Autoworld November 2013 - Present
The Brooks & Stafford Company March 2013 - June 2013
Nationwide Insurance March 2012 - October 2012
Farmers Insurance July 2011 - December 2011
State Farm Insurance January 2011 - May 2011
State Farm Insurance September 2008 - October 2010
Raymond James Financial Inc. August 2006 - January 2008
Bellevue Downtown Association 2004 - 2004
Bellevue Downtown Association 2004 - 2004
Bellevue Downtown Association 2004 - 2004
Skills
Life Insurance, Term Life Insurance, Disability Insurance, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Insurance, Long-term Care, Whole Life, Liability, Fixed Annuities, Long Term Care Insurance, Health Insurance, Homeowners, Underwriting, Casualty, Universal Life, Renters, General Insurance, Commercial Lines, Legal Liability, Accident, Workers Compensation
Education
University of Findlay 2000 — 2004
BA, Communication
Spitzer Autoworld November 2013 - Present
The Brooks & Stafford Company March 2013 - June 2013
Nationwide Insurance March 2012 - October 2012
Farmers Insurance July 2011 - December 2011
State Farm Insurance January 2011 - May 2011
State Farm Insurance September 2008 - October 2010
Raymond James Financial Inc. August 2006 - January 2008
Bellevue Downtown Association 2004 - 2004
Bellevue Downtown Association 2004 - 2004
Bellevue Downtown Association 2004 - 2004
Skills
Life Insurance, Term Life Insurance, Disability Insurance, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Insurance, Long-term Care, Whole Life, Liability, Fixed Annuities, Long Term Care Insurance, Health Insurance, Homeowners, Underwriting, Casualty, Universal Life, Renters, General Insurance, Commercial Lines, Legal Liability, Accident, Workers Compensation
Education
University of Findlay 2000 — 2004
BA, Communication
Jenny Fogle Jenny Fogle's Raymond James Financial Inc. Experience October 2014 - Present
Job Internal Communications Coordinator at Raymond James Financial Inc.
Industry Public Relations and Communications
Experience
Raymond James Financial Inc. October 2014 - Present
B2 Communications April 2013 - October 2014
Toledo Museum of Art February 2013 - April 2013
Toledo Museum of Art June 2012 - January 2013
Toledo Museum of Art December 2011 - January 2012
Toledo Museum of Art June 2011 - September 2011
Fox Toledo News June 2010 - September 2010
Skills
Social Networking, Public Relations, Press Releases, Event Planning, Media Relations, Marketing Communications, Facebook, Social Media, Microsoft Office, Public Speaking, Strategic Communications, Internal Communications, Marketing, Blogging, Social Media Marketing, Event Management
Education
The Ohio State University 2008 — 2012
Bachelor of Arts (B.A.), Journalism
Raymond James Financial Inc. October 2014 - Present
B2 Communications April 2013 - October 2014
Toledo Museum of Art February 2013 - April 2013
Toledo Museum of Art June 2012 - January 2013
Toledo Museum of Art December 2011 - January 2012
Toledo Museum of Art June 2011 - September 2011
Fox Toledo News June 2010 - September 2010
Skills
Social Networking, Public Relations, Press Releases, Event Planning, Media Relations, Marketing Communications, Facebook, Social Media, Microsoft Office, Public Speaking, Strategic Communications, Internal Communications, Marketing, Blogging, Social Media Marketing, Event Management
Education
The Ohio State University 2008 — 2012
Bachelor of Arts (B.A.), Journalism
Alisha Naranjo Alisha Naranjo's Raymond James Financial Inc. Experience February 2014 - Present
Job Administrative Support Specialist
Industry Financial Services
Experience
Raymond James Financial Inc. February 2014 - Present
GAITS January 2012 - January 2014
Lockheed Martin Information Technology June 2007 - January 2012
Skills
Database Administration, Software Documentation, SharePoint, Troubleshooting, Management, Databases, Microsoft Office, Customer Service, Windows 7, Access, Team Leadership, Technical Support, System Administration, Active Directory, PowerPoint, Training, Oracle E-Business Suite, Microsoft Word, Microsoft Excel, Outlook, Ordering Office Supplies, Product Ordering, Outstanding time..., Communication Skills, InDesign, Time Management
Education
The University of New Mexico 2011 — 2015
BS, Psychology, Biology, 3.7
Raymond James Financial Inc. February 2014 - Present
GAITS January 2012 - January 2014
Lockheed Martin Information Technology June 2007 - January 2012
Skills
Database Administration, Software Documentation, SharePoint, Troubleshooting, Management, Databases, Microsoft Office, Customer Service, Windows 7, Access, Team Leadership, Technical Support, System Administration, Active Directory, PowerPoint, Training, Oracle E-Business Suite, Microsoft Word, Microsoft Excel, Outlook, Ordering Office Supplies, Product Ordering, Outstanding time..., Communication Skills, InDesign, Time Management
Education
The University of New Mexico 2011 — 2015
BS, Psychology, Biology, 3.7
Melissa Ginder Melissa Ginder's Raymond James Financial Inc. Experience May 2011 - August 2013
Job Management Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase June 2014 - August 2014
Raymond James Financial Inc. May 2011 - August 2013
Raymond James Financial Inc. June 2010 - May 2011
Raymond James Financial Inc. June 2009 - June 2010
Skills
Series 7, Strategy, Investments, Financial Analysis, Financial Modeling, Marketing, Business Analysis, Sales, Valuation, Corporate Finance, Private Equity, Finance, Investment Banking
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Washington and Lee University 2005 — 2009
B.S., Accounting and Business Administration
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase June 2014 - August 2014
Raymond James Financial Inc. May 2011 - August 2013
Raymond James Financial Inc. June 2010 - May 2011
Raymond James Financial Inc. June 2009 - June 2010
Skills
Series 7, Strategy, Investments, Financial Analysis, Financial Modeling, Marketing, Business Analysis, Sales, Valuation, Corporate Finance, Private Equity, Finance, Investment Banking
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Washington and Lee University 2005 — 2009
B.S., Accounting and Business Administration
Jordan Diana Jordan Diana's Raymond James Financial Inc. Experience May 2012 - Present
Job Information Technology TSC Representative at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - Present
Germantown Athletic Club September 2006 - May 2012
On The Border 2005 - 2006
Skills
Microsoft Office, Customer Service, Dameware, Active Directory, Windows 7, Help Desk Support, ThomsonOne, Microsoft CRM, Leadership, Outlook, PowerPoint, Sales, Time Management, Troubleshooting, Customer Satisfaction
Education
The University of Memphis 2007 — 2011
Bachelor of Professional Studies, Organizational Leadership
Raymond James Financial Inc. May 2012 - Present
Germantown Athletic Club September 2006 - May 2012
On The Border 2005 - 2006
Skills
Microsoft Office, Customer Service, Dameware, Active Directory, Windows 7, Help Desk Support, ThomsonOne, Microsoft CRM, Leadership, Outlook, PowerPoint, Sales, Time Management, Troubleshooting, Customer Satisfaction
Education
The University of Memphis 2007 — 2011
Bachelor of Professional Studies, Organizational Leadership
Destiny Townes Destiny Townes's Raymond James Financial Inc. Experience August 2014 - Present
Job Accounting/Finance Professional
Industry Banking
Experience
Raymond James Financial Inc. August 2014 - Present
Regions Financial Corporation July 2013 - June 2014
Smoothie King 2008 - July 2013
Northwestern Mutual February 2010 - June 2010
Malco Theater December 2007 - March 2009
Dogwoods Golf Course April 2007 - December 2007
Skills
Financial Analysis, Finance, Cash Management, Accounting, Microsoft Excel, Cash Flow, Customer Service, Insurance, PowerPoint
Education
The University of Memphis 2012 — 2014
Bachelor of Business Administration (BBA), Accounting/Human Resources
The University of Memphis 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James Financial Inc. August 2014 - Present
Regions Financial Corporation July 2013 - June 2014
Smoothie King 2008 - July 2013
Northwestern Mutual February 2010 - June 2010
Malco Theater December 2007 - March 2009
Dogwoods Golf Course April 2007 - December 2007
Skills
Financial Analysis, Finance, Cash Management, Accounting, Microsoft Excel, Cash Flow, Customer Service, Insurance, PowerPoint
Education
The University of Memphis 2012 — 2014
Bachelor of Business Administration (BBA), Accounting/Human Resources
The University of Memphis 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Jerry Dempsey Jerry Dempsey's Raymond James Financial Inc. Experience June 1996 - April 2007
Job CEO, Financial Advisor at Dempsey Lord Smith, LLC
Industry Financial Services
Experience
Dempsey Lord Smith, LLC April 2006 - Present
Raymond James Financial Inc. June 1996 - April 2007
Rome Truck Parts & Repair, Inc. March 1989 - June 1996
Skills
Investments, Portfolio Management, Mutual Funds, Asset Allocation, Series 7, Wealth Management, Strategic Financial..., Retirement Planning
Education
The University of Georgia 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Dempsey Lord Smith, LLC April 2006 - Present
Raymond James Financial Inc. June 1996 - April 2007
Rome Truck Parts & Repair, Inc. March 1989 - June 1996
Skills
Investments, Portfolio Management, Mutual Funds, Asset Allocation, Series 7, Wealth Management, Strategic Financial..., Retirement Planning
Education
The University of Georgia 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Morgan Sanders's Raymond James Financial Inc. Experience March 2015 - Present
Job Operations Management Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. September 2013 - March 2015
Raymond James Financial, Inc. January 2013 - September 2013
Colonial Country Club February 2011 - July 2012
Regions Financial Corporation May 2009 - February 2011
Skills
Finance, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Time Management, Cost Basis Reporting, Portfolio Management, Fixed Income, Project Management, Series 7, Financial Analysis, Event Planning, Management, Analysis, Public Speaking
Education
The University of Memphis 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.4
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. September 2013 - March 2015
Raymond James Financial, Inc. January 2013 - September 2013
Colonial Country Club February 2011 - July 2012
Regions Financial Corporation May 2009 - February 2011
Skills
Finance, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Time Management, Cost Basis Reporting, Portfolio Management, Fixed Income, Project Management, Series 7, Financial Analysis, Event Planning, Management, Analysis, Public Speaking
Education
The University of Memphis 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.4
Ayana Baker Ayana Baker's Raymond James Financial Inc. Experience September 2001 - April 2013
Job Homemaking
Industry Music
Experience
Raymond James Financial Inc. September 2001 - April 2013
Methodist Healthcare December 1995 - September 2001
Skills
Data Entry, Microsoft Excel, Research, Administrative..., Outlook, Software Documentation, Time Management, Social Networking, Insurance, Legal Writing, Spanish, Cooking, Baking
Education
Southwest Tennessee Community College
Associate of Science (AS), General Studies
The University of Memphis
foreign language Spanish concentraion
Raymond James Financial Inc. September 2001 - April 2013
Methodist Healthcare December 1995 - September 2001
Skills
Data Entry, Microsoft Excel, Research, Administrative..., Outlook, Software Documentation, Time Management, Social Networking, Insurance, Legal Writing, Spanish, Cooking, Baking
Education
Southwest Tennessee Community College
Associate of Science (AS), General Studies
The University of Memphis
foreign language Spanish concentraion
Christopher Waleri's Raymond James Financial Inc. Experience June 2006 - Present
Job Wealth Management Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2006 - Present
Raymond James Financial, Inc. June 2006 - Present
Janney Montgomery Scott LLC June 2001 - June 2006
Gruntal & Co. September 1996 - June 2001
Skills
Finance, Investment Management, Microsoft Excel, Wealth Management, Financial Advisory, Securities, Investments, Retirement Planning, Mutual Funds, Financial Planning, Portfolio Management, Financial Services, Insurance
Education
The Ohio State University 1989 — 1991
Bachelor's Degree, Finance, General
The Ohio State University Fisher College of Business 1989 — 1991
Bachelor's Degree, Finance, General
Raymond James Financial Inc. June 2006 - Present
Raymond James Financial, Inc. June 2006 - Present
Janney Montgomery Scott LLC June 2001 - June 2006
Gruntal & Co. September 1996 - June 2001
Skills
Finance, Investment Management, Microsoft Excel, Wealth Management, Financial Advisory, Securities, Investments, Retirement Planning, Mutual Funds, Financial Planning, Portfolio Management, Financial Services, Insurance
Education
The Ohio State University 1989 — 1991
Bachelor's Degree, Finance, General
The Ohio State University Fisher College of Business 1989 — 1991
Bachelor's Degree, Finance, General
Jonathan (jtmask) Jonathan (jtmask)'s Raymond James Financial Inc. Experience May 2014 - Present
Job Transfer Associate II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Thomas & Betts December 2013 - May 2014
Kroger April 2013 - January 2014
Memphis City Beautiful Commission May 2013 - December 2013
Crazy 8 September 2011 - December 2011
Books A Million May 2010 - August 2010
Skills
Customer Service, Microsoft Word, Leadership, Teamwork, Public Speaking, PowerPoint, Volunteering, Fundraising, Economics, Finance, Human Resources, Volunteer Management, Microsoft Excel, Multi Tasking, Office Management, Phone Etiquette, learning spanish, Analysis, Spanish, Data Entry, Writing, Data Analysis, Volunteer Recruiting, Employee Training, Sociology, Microsoft Office, Event Planning, Social Media, Time Management, Sales, Social Networking, Research, Team Leadership, Outlook, Event Management, Communication, Community Outreach, Team Building, Social Media Marketing, Nonprofits, Public Relations, Training, Critical Thinking, Inventory Management, Retail, Project Management, Customer Satisfaction, Computers, Problem Solving, Marketing
Education
The University of Memphis 2010 — 2014
Bachelor of Arts (BA), Economics
McNairy Central High School 2006 — 2010
Raymond James Financial Inc. May 2014 - Present
Thomas & Betts December 2013 - May 2014
Kroger April 2013 - January 2014
Memphis City Beautiful Commission May 2013 - December 2013
Crazy 8 September 2011 - December 2011
Books A Million May 2010 - August 2010
Skills
Customer Service, Microsoft Word, Leadership, Teamwork, Public Speaking, PowerPoint, Volunteering, Fundraising, Economics, Finance, Human Resources, Volunteer Management, Microsoft Excel, Multi Tasking, Office Management, Phone Etiquette, learning spanish, Analysis, Spanish, Data Entry, Writing, Data Analysis, Volunteer Recruiting, Employee Training, Sociology, Microsoft Office, Event Planning, Social Media, Time Management, Sales, Social Networking, Research, Team Leadership, Outlook, Event Management, Communication, Community Outreach, Team Building, Social Media Marketing, Nonprofits, Public Relations, Training, Critical Thinking, Inventory Management, Retail, Project Management, Customer Satisfaction, Computers, Problem Solving, Marketing
Education
The University of Memphis 2010 — 2014
Bachelor of Arts (BA), Economics
McNairy Central High School 2006 — 2010
Rachel Vaughn Rachel Vaughn's Raymond James Financial Inc. Experience January 2015 - Present
Job Sales Assistant at Raymond James Financial Inc.
Industry Education Management
Experience
Raymond James Financial Inc. January 2015 - Present
Shelby County Schools February 2009 - January 2015
Education
The University of Memphis 2004 — 2008
Bachelor of Science (B.S.), Education
Raymond James Financial Inc. January 2015 - Present
Shelby County Schools February 2009 - January 2015
Education
The University of Memphis 2004 — 2008
Bachelor of Science (B.S.), Education
Beth M. Jacobson's Raymond James Financial Inc. Experience June 2014 - August 2014
Job Chief of Operations at The Boutique Hub
Industry Accounting
Experience
The Boutique Hub August 2014 - Present
Raymond James Financial Inc. June 2014 - August 2014
Chippewa County Abstract & Title Co., Inc. May 2012 - January 2014
Mason Companies, Inc August 2009 - May 2012
Skills
Leadership, Microsoft Office, Highly Dedicated, Learning Quickly, Time Management, Facebook, Marketing, Sales, Experience Working with..., Research, Google Analytics, MailChimp, CRM, Social Media Marketing
Education
University of Wisconsin-Eau Claire 2013 — 2015
Economics, Accounting
The University of Dallas 2011 — 2012
The Boutique Hub August 2014 - Present
Raymond James Financial Inc. June 2014 - August 2014
Chippewa County Abstract & Title Co., Inc. May 2012 - January 2014
Mason Companies, Inc August 2009 - May 2012
Skills
Leadership, Microsoft Office, Highly Dedicated, Learning Quickly, Time Management, Facebook, Marketing, Sales, Experience Working with..., Research, Google Analytics, MailChimp, CRM, Social Media Marketing
Education
University of Wisconsin-Eau Claire 2013 — 2015
Economics, Accounting
The University of Dallas 2011 — 2012
Kathy Ridley Kathy Ridley's Raymond James Financial Inc. Experience March 2012 - August 2014
Job Marketing Director at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities September 2014 - Present
Raymond James Financial Inc. March 2012 - August 2014
Morgan Keegan & Company 1990 - 2012
Skills
Corporate Communications, Strategic Communications, Internal Communications, Public Relations, Event Management, Integrated Marketing, Internal & External..., Corporate Events, Financial Services, Marketing, Leadership, Executive Management, Management, Campaign Management, Strategic Media...
Education
The University of Memphis
Master of Business Administration (MBA), Marketing
The University of Memphis
Bachelor of Business Administration (BBA), Marketing, advertising
Wunderlich Securities September 2014 - Present
Raymond James Financial Inc. March 2012 - August 2014
Morgan Keegan & Company 1990 - 2012
Skills
Corporate Communications, Strategic Communications, Internal Communications, Public Relations, Event Management, Integrated Marketing, Internal & External..., Corporate Events, Financial Services, Marketing, Leadership, Executive Management, Management, Campaign Management, Strategic Media...
Education
The University of Memphis
Master of Business Administration (MBA), Marketing
The University of Memphis
Bachelor of Business Administration (BBA), Marketing, advertising
Danielle Sugarman Danielle Sugarman's Raymond James Financial Inc. Experience August 2009 - June 2010
Job Director of Apartment Operations at Borror Properties
Industry Real Estate
Experience
Borror Properties July 2015 - Present
Borror Properties December 2014 - Present
Borror Properties 2009 - Present
Borror Properties October 2013 - December 2014
Nationwide Childrens Hospital May 2012 - October 2013
YWCA Columbus June 2011 - June 2012
Nationwide Childrens Hospital August 2011 - April 2012
Raymond James Financial Inc. August 2009 - June 2010
Skills
Community Development, Community Outreach, Marketing, Customer Service, Fundraising, Real Estate, Residential Homes, Program Development, Property Management, Marketing Communications, Social Media Marketing, Volunteer Management, Event Planning, Public Speaking, Newsletters, Media Relations, Nonprofits, Social Media, Proposal Writing, Communication Skills, Neighborhood Development
Education
The Ohio State University 2010 — 2012
Master of Public Administration (M.P.A.), Organizational Management
Vanderbilt University 2005 — 2009
Bachelor of Science (B.S.), Human and Organizational Development
The Wellington School 1993 — 2005
High School
Borror Properties July 2015 - Present
Borror Properties December 2014 - Present
Borror Properties 2009 - Present
Borror Properties October 2013 - December 2014
Nationwide Childrens Hospital May 2012 - October 2013
YWCA Columbus June 2011 - June 2012
Nationwide Childrens Hospital August 2011 - April 2012
Raymond James Financial Inc. August 2009 - June 2010
Skills
Community Development, Community Outreach, Marketing, Customer Service, Fundraising, Real Estate, Residential Homes, Program Development, Property Management, Marketing Communications, Social Media Marketing, Volunteer Management, Event Planning, Public Speaking, Newsletters, Media Relations, Nonprofits, Social Media, Proposal Writing, Communication Skills, Neighborhood Development
Education
The Ohio State University 2010 — 2012
Master of Public Administration (M.P.A.), Organizational Management
Vanderbilt University 2005 — 2009
Bachelor of Science (B.S.), Human and Organizational Development
The Wellington School 1993 — 2005
High School
Jarl A. Whist Jarl A. Whist's Raymond James Financial Inc. Experience 1998 - 2003
Job Sr. Vice President and Director at Trading Analytics Group, Leede Financial Markets Inc.
Industry Investment Management
Experience
Trading Analytics Group at Leede Financial Markets Inc. June 2013 - Present
Leede Financial Markets Inc. June 2003 - June 2013
Raymond James Financial Inc. 1998 - 2003
Skills
Trading, Equities, Investments, Securities, Capital Markets, Bonds, Financial Analysis, Mutual Funds, IPO, Private Equity, Venture Capital, Investment Banking, Financial Markets, Bloomberg, Alternative Investments, Private Placements, Investment Strategies, Hedge Funds, Investor Relations, Investment Advisory, Due Diligence, Emerging Markets, Fixed Income, Corporate Development, Financial Advisory, Mergers & Acquisitions, Commodity, Financial Services
Education
The University of British Columbia / UBC
Bachelor of Commerce (B.Com.), Finance, General
Trading Analytics Group at Leede Financial Markets Inc. June 2013 - Present
Leede Financial Markets Inc. June 2003 - June 2013
Raymond James Financial Inc. 1998 - 2003
Skills
Trading, Equities, Investments, Securities, Capital Markets, Bonds, Financial Analysis, Mutual Funds, IPO, Private Equity, Venture Capital, Investment Banking, Financial Markets, Bloomberg, Alternative Investments, Private Placements, Investment Strategies, Hedge Funds, Investor Relations, Investment Advisory, Due Diligence, Emerging Markets, Fixed Income, Corporate Development, Financial Advisory, Mergers & Acquisitions, Commodity, Financial Services
Education
The University of British Columbia / UBC
Bachelor of Commerce (B.Com.), Finance, General
Buddy Lane Buddy Lane's Raymond James Financial Inc. Experience September 2010 - September 2011
Job Broker/Owner at Asset Management Employee Benefits
Industry Financial Services
Experience
Asset Management Employee Benefits September 2012 - Present
Raymond James Financial Inc. September 2010 - September 2011
Suntrust Investment Services, Inc. January 2006 - August 2010
CitiStreet January 1981 - December 2005
Moulton Lane & Hardin, Inc. June 1988 - August 1999
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Series 63, Investments, Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Strategic Financial..., Securities, Investment Strategies, Asset Management, Uniform Combined State...
Education
The University of Georgia 1975 — 1979
BFA
Asset Management Employee Benefits September 2012 - Present
Raymond James Financial Inc. September 2010 - September 2011
Suntrust Investment Services, Inc. January 2006 - August 2010
CitiStreet January 1981 - December 2005
Moulton Lane & Hardin, Inc. June 1988 - August 1999
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Series 63, Investments, Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Strategic Financial..., Securities, Investment Strategies, Asset Management, Uniform Combined State...
Education
The University of Georgia 1975 — 1979
BFA
Brittani Pekar Brittani Pekar's Raymond James Financial Inc. Experience November 2013 - February 2014
Job Business Development Manager at ARAMARK Refreshment Services
Industry Consumer Services
Experience
ARAMARK Refreshment Services March 2014 - Present
Raymond James Financial Inc. November 2013 - February 2014
Arby's Restaurant Group February 2007 - November 2013
Bob Evans August 2010 - October 2010
Skills
Organizational..., Customer Relations, Money Handling, Time Management, Team Leadership, Microsoft Office, Social Responsibility, Listening Skills, Problem Solving, Sales, Territory Management, Sales Motivation, Market Knowledge
Education
The University of Akron 2009 — 2013
Bachelor of Business Administration (BBA), Marketing Management and Sales, Senior
University of Akron Wayne College 2009 — 2011
Bachelor of Business Administration (BBA) In Progress, Business Administration and Management, General, A
Cloverleaf High School 2005 — 2009
Honors Diploma, A
ARAMARK Refreshment Services March 2014 - Present
Raymond James Financial Inc. November 2013 - February 2014
Arby's Restaurant Group February 2007 - November 2013
Bob Evans August 2010 - October 2010
Skills
Organizational..., Customer Relations, Money Handling, Time Management, Team Leadership, Microsoft Office, Social Responsibility, Listening Skills, Problem Solving, Sales, Territory Management, Sales Motivation, Market Knowledge
Education
The University of Akron 2009 — 2013
Bachelor of Business Administration (BBA), Marketing Management and Sales, Senior
University of Akron Wayne College 2009 — 2011
Bachelor of Business Administration (BBA) In Progress, Business Administration and Management, General, A
Cloverleaf High School 2005 — 2009
Honors Diploma, A
Federico T. Chapto Federico T. Chapto's Raymond James Financial Inc. Experience January 2013 - June 2013
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2015 - Present
Raymond James Financial Inc. January 2013 - June 2013
Raymond James Financial Inc. January 2010 - December 2012
Skills
Investment Banking, Financial Modeling, Financial Analysis, Valuation, Investments, Equity Research, Corporate Finance
Education
NYU Stern School of Business 2013 — 2015
MBA Class of 2015
Universidad de 'San Andrés' 2006 — 2009
BA Economics
The University of Edinburgh 2009 — 2009
Economics
St. Jonhn´s School 1994 — 2005
Deutsche Bank July 2015 - Present
Raymond James Financial Inc. January 2013 - June 2013
Raymond James Financial Inc. January 2010 - December 2012
Skills
Investment Banking, Financial Modeling, Financial Analysis, Valuation, Investments, Equity Research, Corporate Finance
Education
NYU Stern School of Business 2013 — 2015
MBA Class of 2015
Universidad de 'San Andrés' 2006 — 2009
BA Economics
The University of Edinburgh 2009 — 2009
Economics
St. Jonhn´s School 1994 — 2005
Andrew Haley Andrew Haley's Raymond James Financial Inc. Experience May 2014 - Present
Job FI Trading at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. June 2011 - May 2014
Waddell & Reed May 2010 - June 2011
Skills
Customer Service, Financial Analysis, Building Relationships, Financial Accounting, Series 7, Fixed Income, Bloomberg, Finance, Retirement Planning, Management, Microsoft Excel, Portfolio Management, Trading, Team Building, Strategic Financial...
Education
Union University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
The University of Memphis 2006 — 2008
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. June 2011 - May 2014
Waddell & Reed May 2010 - June 2011
Skills
Customer Service, Financial Analysis, Building Relationships, Financial Accounting, Series 7, Fixed Income, Bloomberg, Finance, Retirement Planning, Management, Microsoft Excel, Portfolio Management, Trading, Team Building, Strategic Financial...
Education
Union University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
The University of Memphis 2006 — 2008
Mallory Lynch's Raymond James Financial Inc. Experience January 2015 - Present
Job Senior Product Analyst, Client Experience at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. September 2012 - December 2014
Raymond James Financial Inc. February 2013 - March 2013
Morgan Keegan January 2011 - September 2012
Raymond James Financial Inc. May 2012 - August 2012
Morgan Keegan August 2009 - January 2011
Morgan Keegan May 2009 - August 2009
Union University January 2008 - May 2009
Morgan Keegan May 2008 - September 2008
Skills
Marketing Strategy, Microsoft Office, Marketing Research, Project Management, Niche Market Development, Training & Development, Client Experience, Data Analysis, Employee Hiring, Microsoft SQL Server, Survey Research, Qualitative Research, Series 7, Customer Experience, Wealth Management, Analysis, Customer Service, Recruiting, Budgets, Access, Financial Services, Marketing, Research, Human Resources, Mutual Funds, Asset Allocation, Training, Fundraising, Social Media, Leadership, Team Building, Market Research, Project Planning, Strategy, CRM, Retirement Planning, Onboarding, Securities, Finance, Financial Analysis, Investments, Banking, Retirement, Event Planning, Employee Training
Education
The University of Memphis 2010 — 2011
MBA, Professional Studies
Union University 2005 — 2009
BSBA, Marketing
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. September 2012 - December 2014
Raymond James Financial Inc. February 2013 - March 2013
Morgan Keegan January 2011 - September 2012
Raymond James Financial Inc. May 2012 - August 2012
Morgan Keegan August 2009 - January 2011
Morgan Keegan May 2009 - August 2009
Union University January 2008 - May 2009
Morgan Keegan May 2008 - September 2008
Skills
Marketing Strategy, Microsoft Office, Marketing Research, Project Management, Niche Market Development, Training & Development, Client Experience, Data Analysis, Employee Hiring, Microsoft SQL Server, Survey Research, Qualitative Research, Series 7, Customer Experience, Wealth Management, Analysis, Customer Service, Recruiting, Budgets, Access, Financial Services, Marketing, Research, Human Resources, Mutual Funds, Asset Allocation, Training, Fundraising, Social Media, Leadership, Team Building, Market Research, Project Planning, Strategy, CRM, Retirement Planning, Onboarding, Securities, Finance, Financial Analysis, Investments, Banking, Retirement, Event Planning, Employee Training
Education
The University of Memphis 2010 — 2011
MBA, Professional Studies
Union University 2005 — 2009
BSBA, Marketing
Chris LaCroix's Raymond James Financial Inc. Experience April 2012 - Present
Job Sr. Technology Service Center Representative at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. April 2012 - Present
Raymond James Financial Inc. January 2013 - March 2013
Morgan Keegan & Co. March 2010 - April 2012
Memphis Symphony Orchestra August 1996 - May 1998
Skills
Outstanding Customer..., Microsoft Office 2007, Microsoft Office 2010, Microsoft CRM, Active Directory, Thomson One, Windows XP Professional, Windows 7, iPhone, Blackberry, Microsoft Office, Computer Hardware, Help Desk Support, Dameware, Customer Service, XP, Networking, Servers, Office 2010, Disaster Recovery, Thompson One, Operating Systems, Software Installation, Citrix, Blackberry Enterprise..., DNS, Integration, Microsoft Exchange, Printers, SharePoint, System Administration, Technical Support, Troubleshooting, VMware, VPN, Windows Server, Windows XP, Hardware, Remote Desktop, VMware ESX, Group Policy, Windows XP Pro, Network Administration
Education
The University of Memphis 2000 — 2010
Bachelor, Business Administration; Management Information Systems
Raymond James Financial Inc. April 2012 - Present
Raymond James Financial Inc. January 2013 - March 2013
Morgan Keegan & Co. March 2010 - April 2012
Memphis Symphony Orchestra August 1996 - May 1998
Skills
Outstanding Customer..., Microsoft Office 2007, Microsoft Office 2010, Microsoft CRM, Active Directory, Thomson One, Windows XP Professional, Windows 7, iPhone, Blackberry, Microsoft Office, Computer Hardware, Help Desk Support, Dameware, Customer Service, XP, Networking, Servers, Office 2010, Disaster Recovery, Thompson One, Operating Systems, Software Installation, Citrix, Blackberry Enterprise..., DNS, Integration, Microsoft Exchange, Printers, SharePoint, System Administration, Technical Support, Troubleshooting, VMware, VPN, Windows Server, Windows XP, Hardware, Remote Desktop, VMware ESX, Group Policy, Windows XP Pro, Network Administration
Education
The University of Memphis 2000 — 2010
Bachelor, Business Administration; Management Information Systems
Matthew Mealey Matthew Mealey's Raymond James Financial Inc. Experience September 2012 - December 2012
Job Financial Analyst at Chevron
Industry Banking
Experience
Chevron June 2013 - Present
Raymond James Financial Inc. September 2012 - December 2012
Spirit of Texas Bank June 2012 - August 2012
Education
Texas A&M University 2009 — 2013
Finance, General
Chevron June 2013 - Present
Raymond James Financial Inc. September 2012 - December 2012
Spirit of Texas Bank June 2012 - August 2012
Education
Texas A&M University 2009 — 2013
Finance, General
Tina Shaw Tina Shaw's Raymond James Financial Inc. Experience April 2012 - Present
Job Senior Manager, Operational Risk & Privacy at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Regions Morgan Keegan October 2007 - March 2012
Regions Morgan Keegan April 2001 - September 2007
Morgan Keegan January 1997 - March 2001
Ernst & Young August 1994 - January 1997
Education
The University of Memphis 1989 — 1994
BBA, Accounting
Raymond James Financial Inc. April 2012 - Present
Regions Morgan Keegan October 2007 - March 2012
Regions Morgan Keegan April 2001 - September 2007
Morgan Keegan January 1997 - March 2001
Ernst & Young August 1994 - January 1997
Education
The University of Memphis 1989 — 1994
BBA, Accounting
John Kuklenski John Kuklenski's Raymond James Financial Inc. Experience 2000 - 2012
Job Senior Vice President Divisional Director at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2000 - 2012
Morgan Stanley Smith Barney 1994 - 2000
Robinson Humphrey 1982 - 1994
Merrill Lynch 1980 - 1982
Education
The University of North Dakota
Raymond James Financial Inc. 2000 - 2012
Morgan Stanley Smith Barney 1994 - 2000
Robinson Humphrey 1982 - 1994
Merrill Lynch 1980 - 1982
Education
The University of North Dakota
Ian Chadwell Ian Chadwell's Raymond James Financial Inc. Experience November 2014 - Present
Job RPS AST Associate II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Media America May 2013 - January 2014
Media America May 2012 - August 2012
Skills
Microsoft Excel, Outlook, QuickBooks, PowerPoint, Microsoft Word, Personal Finance, Financial Analysis, Small Business, Publishing, Sales
Education
University of Alabama 2009 — 2013
The University of Memphis
Raymond James Financial Inc. November 2014 - Present
Media America May 2013 - January 2014
Media America May 2012 - August 2012
Skills
Microsoft Excel, Outlook, QuickBooks, PowerPoint, Microsoft Word, Personal Finance, Financial Analysis, Small Business, Publishing, Sales
Education
University of Alabama 2009 — 2013
The University of Memphis
Saline Jiang Saline Jiang's Raymond James Financial Inc. Experience June 2006 - August 2006
Job Product Manager Intern at TripAdvisor & MBA/MA Candidate
Industry Management Consulting
Experience
Tuck School of Business at Dartmouth College August 2014 - Present
TripAdvisor June 2015 - August 2015
Federal Energy Regulatory Commission May 2014 - August 2014
Accenture September 2011 - August 2013
Accenture July 2008 - August 2011
Nelly, Inc July 2007 - August 2007
World Trade Center St. Louis June 2007 - August 2007
Deloitte & Touche LLP January 2007 - May 2007
Raymond James Financial Inc. June 2006 - August 2006
Skills
Strategy, Data Analysis, SQL, Tableau, Change Management, Management Consulting, Program Management, Business Analysis, Business Transformation, Business Process..., Business Process, Consulting, Process Improvement, Financial Modeling, System Integration, System Testing, Requirements Analysis, SIPOC, SDLC, Integration, Vendor Management, Analysis, Business Process Design, SAP, Requirements Gathering, Business Development, Energy Efficiency, International Economics, Renewable Energy, Product Management, Business Strategy, Project Management, Analytics
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2016
Master of Arts (M.A.), Energy, Resource, and Environment
Washington University in St. Louis
Bachelor’s Degree, International Studies, Finance
City University of London - Cass School of Business 2007 — 2007
Study abroad, International Business
Tuck School of Business at Dartmouth College August 2014 - Present
TripAdvisor June 2015 - August 2015
Federal Energy Regulatory Commission May 2014 - August 2014
Accenture September 2011 - August 2013
Accenture July 2008 - August 2011
Nelly, Inc July 2007 - August 2007
World Trade Center St. Louis June 2007 - August 2007
Deloitte & Touche LLP January 2007 - May 2007
Raymond James Financial Inc. June 2006 - August 2006
Skills
Strategy, Data Analysis, SQL, Tableau, Change Management, Management Consulting, Program Management, Business Analysis, Business Transformation, Business Process..., Business Process, Consulting, Process Improvement, Financial Modeling, System Integration, System Testing, Requirements Analysis, SIPOC, SDLC, Integration, Vendor Management, Analysis, Business Process Design, SAP, Requirements Gathering, Business Development, Energy Efficiency, International Economics, Renewable Energy, Product Management, Business Strategy, Project Management, Analytics
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2016
Master of Arts (M.A.), Energy, Resource, and Environment
Washington University in St. Louis
Bachelor’s Degree, International Studies, Finance
City University of London - Cass School of Business 2007 — 2007
Study abroad, International Business
Mariah McNeil Mariah McNeil's Raymond James Financial Inc. Experience
Job Customer Service New Home Media
Industry Financial Services
Experience
Raymond James Financial Inc.
Skills
Administrative..., Outlook, Microsoft Excel, Access, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Spreadsheets, Data Entry, Office Management, Visio, Makeup Artistry, photoshoots, Posing, Runway, Fashion Design, Fashion Photography, Fashion Shows, Photos, Event Management, Hosting Events, Hair Extensions
Education
The Art Institute of Washington-Northern Virginia
Raymond James Financial Inc.
Skills
Administrative..., Outlook, Microsoft Excel, Access, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Spreadsheets, Data Entry, Office Management, Visio, Makeup Artistry, photoshoots, Posing, Runway, Fashion Design, Fashion Photography, Fashion Shows, Photos, Event Management, Hosting Events, Hair Extensions
Education
The Art Institute of Washington-Northern Virginia
Alex Lind Alex Lind's Raymond James Financial Inc. Experience August 2013 - Present
Job Registered Client Service Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2013 - Present
Edward Jones August 2012 - August 2013
Skills
Series 7, Series 66, Financial Services, Investments, Insurance
Education
The University of Georgia 2008 — 2012
Bachelor of Arts (BA), History
Raymond James Financial Inc. August 2013 - Present
Edward Jones August 2012 - August 2013
Skills
Series 7, Series 66, Financial Services, Investments, Insurance
Education
The University of Georgia 2008 — 2012
Bachelor of Arts (BA), History
Kay Clark Kay Clark's Raymond James Financial Inc. Experience October 2013 - Present
Job Director, Enterprise Communications, Raymond James; Publisher, Edible Tampa Bay
Industry Public Relations and Communications
Experience
Raymond James Financial Inc. October 2013 - Present
Edible Tampa Bay January 2013 - Present
Freelance Writing and Editing 1998 - Present
Raymond James Financial 2005 - October 2013
Raymond James Financial 2002 - 2005
Raymond James Financial 2000 - 2002
Magnolia Manor 1998 - 1999
Skills
Editing, Copywriting, Corporate Communications, Crisis Management, Strategic Communications, Internal Communications, Change Management, Marketing
Education
The University of Georgia 1994 — 1998
ABJ, Journalism -- Magazines
Raymond James Financial Inc. October 2013 - Present
Edible Tampa Bay January 2013 - Present
Freelance Writing and Editing 1998 - Present
Raymond James Financial 2005 - October 2013
Raymond James Financial 2002 - 2005
Raymond James Financial 2000 - 2002
Magnolia Manor 1998 - 1999
Skills
Editing, Copywriting, Corporate Communications, Crisis Management, Strategic Communications, Internal Communications, Change Management, Marketing
Education
The University of Georgia 1994 — 1998
ABJ, Journalism -- Magazines
Paige R. Henry Paige R. Henry's Raymond James Financial Inc. Experience January 1999 - Present
Job CPA, CFP at Riegel Financial
Industry Financial Services
Experience
Raymond James Financial Inc. January 1999 - Present
Riegel Financial August 1996 - Present
Skills
Tax Preparation, Certified Financial..., Life & Health Insurance..., CPA, Investment Strategies, Accounting for Small..., Estate Tax Planning
Education
The Ohio State University 1990 — 1995
Bachelor of Science (BS), Accounting and Finance
Raymond James Financial Inc. January 1999 - Present
Riegel Financial August 1996 - Present
Skills
Tax Preparation, Certified Financial..., Life & Health Insurance..., CPA, Investment Strategies, Accounting for Small..., Estate Tax Planning
Education
The Ohio State University 1990 — 1995
Bachelor of Science (BS), Accounting and Finance
Bryan Hutto Bryan Hutto's Raymond James Financial Inc. Experience May 2004 - October 2012
Job Financial Advisor Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2004 - October 2012
First Covenant Bank May 2004 - October 2012
Ameriprise Financial Services, Inc. October 1995 - 2004
A.G. Edwards & Sons, Inc. 1995 - 2004
Merrill Lynch 1992 - 1995
Thornton Brothers Paper Co. 1989 - 1991
Scott Paper Company 1983 - 1989
Education
The University of Georgia 1977 — 1981
Bachelor's degree, Economics
Raymond James Financial Inc. May 2004 - October 2012
First Covenant Bank May 2004 - October 2012
Ameriprise Financial Services, Inc. October 1995 - 2004
A.G. Edwards & Sons, Inc. 1995 - 2004
Merrill Lynch 1992 - 1995
Thornton Brothers Paper Co. 1989 - 1991
Scott Paper Company 1983 - 1989
Education
The University of Georgia 1977 — 1981
Bachelor's degree, Economics
Tania Schmierer Knust's Raymond James Financial Inc. Experience January 1998 - January 1999
Job Chapter Administrator at Kansas City YPO & WPO
Industry Accounting
Experience
YPO & WPO - Kansas City Chapters April 2012 - Present
Penn National Gaming and Hollywood Casinos March 2008 - May 2010
Penn National Gaming and Hollywood Casinos November 2004 - March 2008
Penn National Gaming and Hollywood Casinos December 2001 - November 2004
Aquila, Inc January 2001 - January 2002
Aquila, Inc January 1999 - January 2001
Raymond James Financial, Inc January 1998 - January 1999
Skills
Accounts Payable, Sarbanes-Oxley, Internal Audit, Accounting, Microsoft Excel, Casino, Financial Reporting, Payroll, Risk Assessment, Internal Controls, Accounts Receivable, Leadership, Microsoft Office, Process Improvement, Customer Service, General Ledger, Auditing, Forecasting, Analysis, Sarbanes-Oxley Act, Budgets, Gaming Industry, Strategic Planning, Management, Financial Analysis
Education
Baker University Graduate School
Master of Science, Business Management
The University of Kansas
Bachelor of Science, Business Administration
YPO & WPO - Kansas City Chapters April 2012 - Present
Penn National Gaming and Hollywood Casinos March 2008 - May 2010
Penn National Gaming and Hollywood Casinos November 2004 - March 2008
Penn National Gaming and Hollywood Casinos December 2001 - November 2004
Aquila, Inc January 2001 - January 2002
Aquila, Inc January 1999 - January 2001
Raymond James Financial, Inc January 1998 - January 1999
Skills
Accounts Payable, Sarbanes-Oxley, Internal Audit, Accounting, Microsoft Excel, Casino, Financial Reporting, Payroll, Risk Assessment, Internal Controls, Accounts Receivable, Leadership, Microsoft Office, Process Improvement, Customer Service, General Ledger, Auditing, Forecasting, Analysis, Sarbanes-Oxley Act, Budgets, Gaming Industry, Strategic Planning, Management, Financial Analysis
Education
Baker University Graduate School
Master of Science, Business Management
The University of Kansas
Bachelor of Science, Business Administration
Tracy Marsolo Tracy Marsolo's Raymond James Financial Inc. Experience May 2008 - May 2009
Job Retail Budget Analyst at Tommy Hilfiger
Industry Apparel & Fashion
Experience
Tommy Hilfiger July 2014 - Present
EXPRESS May 2013 - July 2014
L Brands May 2011 - May 2013
The University of Akron Finance Department January 2010 - December 2010
Raymond James Financial Inc. May 2008 - May 2009
Skills
Finance, Research, Accounting, Tax, Microsoft Excel, Outlook, OneSource, Marketing, Analysis, Project Planning, Auditing, Financial Analysis, Financial Statements, Microsoft Office, PowerPoint
Education
The University of Akron 2009 — 2010
Graduate, Taxation
The Ohio State University Fisher College of Business 2005 — 2009
Bachelor of Business Administration, Finance
Tommy Hilfiger July 2014 - Present
EXPRESS May 2013 - July 2014
L Brands May 2011 - May 2013
The University of Akron Finance Department January 2010 - December 2010
Raymond James Financial Inc. May 2008 - May 2009
Skills
Finance, Research, Accounting, Tax, Microsoft Excel, Outlook, OneSource, Marketing, Analysis, Project Planning, Auditing, Financial Analysis, Financial Statements, Microsoft Office, PowerPoint
Education
The University of Akron 2009 — 2010
Graduate, Taxation
The Ohio State University Fisher College of Business 2005 — 2009
Bachelor of Business Administration, Finance
Jennifer Tang, CPA's Raymond James Financial Inc. Experience January 2008 - January 2009
Job Senior Accountant at Squarespace
Industry Accounting
Experience
Squarespace June 2014 - Present
Tipping Point Partners, LLC September 2013 - May 2014
Orchard, NYC September 2013 - May 2014
Grant Thornton LLP January 2011 - September 2013
Grant Thornton LLP June 2009 - August 2009
Raymond James Financial Inc. January 2008 - January 2009
Skills
Financial Analysis, US GAAP, Internal Controls, Auditing, Financial Reporting, Financial Accounting, Accounting, GAAP, Sarbanes-Oxley Act, SEC filings, External Audit, CPA, Assurance
Education
The Chinese University of Hong Kong 2009 — 2009
University of Miami
BBA, Accounting and Finance
Squarespace June 2014 - Present
Tipping Point Partners, LLC September 2013 - May 2014
Orchard, NYC September 2013 - May 2014
Grant Thornton LLP January 2011 - September 2013
Grant Thornton LLP June 2009 - August 2009
Raymond James Financial Inc. January 2008 - January 2009
Skills
Financial Analysis, US GAAP, Internal Controls, Auditing, Financial Reporting, Financial Accounting, Accounting, GAAP, Sarbanes-Oxley Act, SEC filings, External Audit, CPA, Assurance
Education
The Chinese University of Hong Kong 2009 — 2009
University of Miami
BBA, Accounting and Finance
Matthew Buxton Matthew Buxton's Raymond James Financial Inc. Experience September 2014 - Present
Job Client Service Associate: Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
The Majestic Grille November 2012 - May 2014
Skills
Financial Analysis, Finance, Teamwork, Investments, Portfolio Management, Customer Service, Microsoft Office, Presentations, Creativity, Valuation, Time Management, Access
Education
The University of Memphis 2008 — 2014
Bachelor of Business Administration (BBA), Business Finance
Raymond James Financial Inc. September 2014 - Present
The Majestic Grille November 2012 - May 2014
Skills
Financial Analysis, Finance, Teamwork, Investments, Portfolio Management, Customer Service, Microsoft Office, Presentations, Creativity, Valuation, Time Management, Access
Education
The University of Memphis 2008 — 2014
Bachelor of Business Administration (BBA), Business Finance
Michael Stanfield Michael Stanfield's Raymond James Financial Inc. Experience July 2011 - Present
Job Business Solutions Database Engineer II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2011 - Present
Macy's September 2006 - July 2011
FedEx Office 1998 - 2006
Skills
Solution Development, Data Analysis, Software Development, Software Design, Website Development, Web Applications, Database Design, Database Admin, Access Database, SQL, VBA, JavaScript, VBScript, HTML, Citrix, Financial Services, Mutual Funds, Wealth Management, Visio, Requirements Gathering, SharePoint, Business Analysis, Requirements Analysis, Software Documentation, Testing, Access, User Acceptance Testing, Analysis, Quality Center, Process Improvement, Business Requirements, Business Process..., Troubleshooting, Windows, Regression Testing, Operations Management, Databases
Education
Millington Central High
The University of Memphis
Raymond James Financial Inc. July 2011 - Present
Macy's September 2006 - July 2011
FedEx Office 1998 - 2006
Skills
Solution Development, Data Analysis, Software Development, Software Design, Website Development, Web Applications, Database Design, Database Admin, Access Database, SQL, VBA, JavaScript, VBScript, HTML, Citrix, Financial Services, Mutual Funds, Wealth Management, Visio, Requirements Gathering, SharePoint, Business Analysis, Requirements Analysis, Software Documentation, Testing, Access, User Acceptance Testing, Analysis, Quality Center, Process Improvement, Business Requirements, Business Process..., Troubleshooting, Windows, Regression Testing, Operations Management, Databases
Education
Millington Central High
The University of Memphis
David Cutler David Cutler's Raymond James Financial Inc. Experience 2001 - 2003
Job Product Manager at Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP July 2013 - Present
Teradata April 2012 - July 2013
Teradata May 2007 - April 2012
Accenture September 2005 - May 2007
Accenture October 2004 - September 2005
Raymond James Financial Inc. 2001 - 2003
Skills
Big Data, Product Management, Cloud Applications, Business Intelligence, Financial Regulatory..., Predictive Analytics, Data Warehousing, Enterprise Software, SAP, salesforce.com..., Agile Methodologies, Solution Architecture, IT Management, Project Management, Consulting, Hadoop, Data Integration, Email Archiving, Solr, Master Data Management, Data Warehouse..., Teradata, SaaS, Unstructured Data, Enterprise Architecture, Analytics, Pre/Post Sales Engineers, Supply Chain Management, Pre-Sales Technical..., MapReduce, Project Implementation, Business Process, ERP, ETL, SAP BW, Business Objects, SQL, Logical Data Modeling, SAP HANA, Technical Sales..., Communication Data..., eDiscovery, Bloomberg Software, Financial Modeling
Education
The George Washington University 1999 — 2004
BADM, Information Systems Technology & Finance
Bloomberg LP July 2013 - Present
Teradata April 2012 - July 2013
Teradata May 2007 - April 2012
Accenture September 2005 - May 2007
Accenture October 2004 - September 2005
Raymond James Financial Inc. 2001 - 2003
Skills
Big Data, Product Management, Cloud Applications, Business Intelligence, Financial Regulatory..., Predictive Analytics, Data Warehousing, Enterprise Software, SAP, salesforce.com..., Agile Methodologies, Solution Architecture, IT Management, Project Management, Consulting, Hadoop, Data Integration, Email Archiving, Solr, Master Data Management, Data Warehouse..., Teradata, SaaS, Unstructured Data, Enterprise Architecture, Analytics, Pre/Post Sales Engineers, Supply Chain Management, Pre-Sales Technical..., MapReduce, Project Implementation, Business Process, ERP, ETL, SAP BW, Business Objects, SQL, Logical Data Modeling, SAP HANA, Technical Sales..., Communication Data..., eDiscovery, Bloomberg Software, Financial Modeling
Education
The George Washington University 1999 — 2004
BADM, Information Systems Technology & Finance
Josh Mathenia Josh Mathenia's Raymond James Financial Inc. Experience April 2015 - Present
Job Reporting Specialist Raymond James Financial Inc
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2015 - Present
Raymond James Financial Inc. September 2013 - April 2015
Mississippi RiverKings September 2011 - September 2013
Skills
Ticketmaster, AccountEdge, Microsoft Office, Ticket Sales, Facebook, Microsoft Excel, Microsoft Word
Education
The University of Memphis 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Raymond James Financial, Inc. April 2015 - Present
Raymond James Financial Inc. September 2013 - April 2015
Mississippi RiverKings September 2011 - September 2013
Skills
Ticketmaster, AccountEdge, Microsoft Office, Ticket Sales, Facebook, Microsoft Excel, Microsoft Word
Education
The University of Memphis 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Wesley Burke Wesley Burke's Raymond James Financial Inc. Experience February 2013 - September 2013
Job Enterprise Application Developer at Mimeo.com
Industry Financial Services
Experience
Lasco Fittings, Inc. December 2014 - Present
Mimeo.com September 2013 - December 2014
Raymond James Financial Inc. February 2013 - September 2013
Raymond James - Morgan Keegan July 2007 - February 2013
Buckman April 2003 - July 2007
Skills
.NET, C#, Microsoft Dynamics CRM, SharePoint, JavaScript, Microsoft SQL Server, T-SQL, SSIS, jQuery, Microsoft CRM, Integration, ASP.NET, Software Development, Software Project..., VMware, Windows Server, Web Applications
Education
The University of Memphis 2000 — 2004
BBA, Management Information Systems
University of Tennessee-Knoxville 1995 — 1998
Chemical Engineering
Lasco Fittings, Inc. December 2014 - Present
Mimeo.com September 2013 - December 2014
Raymond James Financial Inc. February 2013 - September 2013
Raymond James - Morgan Keegan July 2007 - February 2013
Buckman April 2003 - July 2007
Skills
.NET, C#, Microsoft Dynamics CRM, SharePoint, JavaScript, Microsoft SQL Server, T-SQL, SSIS, jQuery, Microsoft CRM, Integration, ASP.NET, Software Development, Software Project..., VMware, Windows Server, Web Applications
Education
The University of Memphis 2000 — 2004
BBA, Management Information Systems
University of Tennessee-Knoxville 1995 — 1998
Chemical Engineering
James Leibach James Leibach's Raymond James Financial Inc. Experience 2000 - Present
Job Vice President, Investments/ CFP® at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2000 - Present
Morgan Keegan & Co., Inc. 2000 - 2013
Education
The University of Georgia 1987 — 1991
Bachelor's degree, Finance, General
Raymond James Financial Inc. 2000 - Present
Morgan Keegan & Co., Inc. 2000 - 2013
Education
The University of Georgia 1987 — 1991
Bachelor's degree, Finance, General
Lisa Marie Kuhl Lisa Marie Kuhl's Raymond James Financial Inc. Experience May 2012 - Present
Job Supervisor, Memphis Technology Service Center
Industry Information Technology and Services
Experience
Raymond James Financial Inc. May 2012 - Present
Morgan Keegan September 2008 - April 2012
Transportation Specialists, Inc. 2004 - 2008
Morgan Keegan 2003 - 2004
US Army 2002 - 2003
US Army 1998 - 2002
Skills
Customer Service, Teamwork, Microsoft Office 2007, Microsoft Office 2010, Active Directory, SharePoint, Footprints, iPhone, Blackberry, Thomson One, Microsoft Dynamics CRM, Citrix, Kofax, Dameware, Numara Footprints, Lync, Troubleshooting, Windows 7, Office 2010, Microsoft CRM, VPN, Help Desk Support, Windows XP, DNS, Microsoft Exchange, Powershell, Thompson One, XP, DHCP, Servers, Computer Hardware, Group Policy, VMware, Antivirus, Blackberry Enterprise..., Windows XP Pro, Visio, Disaster Recovery, Technical Support, Remote Desktop, VMware ESX
Education
The University of Memphis 2004 — 2007
Bachelor of Arts, Broadcast and Electronic Media
Houston High School 1993 — 1997
Raymond James Financial Inc. May 2012 - Present
Morgan Keegan September 2008 - April 2012
Transportation Specialists, Inc. 2004 - 2008
Morgan Keegan 2003 - 2004
US Army 2002 - 2003
US Army 1998 - 2002
Skills
Customer Service, Teamwork, Microsoft Office 2007, Microsoft Office 2010, Active Directory, SharePoint, Footprints, iPhone, Blackberry, Thomson One, Microsoft Dynamics CRM, Citrix, Kofax, Dameware, Numara Footprints, Lync, Troubleshooting, Windows 7, Office 2010, Microsoft CRM, VPN, Help Desk Support, Windows XP, DNS, Microsoft Exchange, Powershell, Thompson One, XP, DHCP, Servers, Computer Hardware, Group Policy, VMware, Antivirus, Blackberry Enterprise..., Windows XP Pro, Visio, Disaster Recovery, Technical Support, Remote Desktop, VMware ESX
Education
The University of Memphis 2004 — 2007
Bachelor of Arts, Broadcast and Electronic Media
Houston High School 1993 — 1997
Ryan Rothermund, ChFC® Ryan Rothermund, ChFC®'s Raymond James Financial Inc. Experience September 2012 - Present
Job Associate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 2012 - Present
Morgan Stanley Smith Barney March 2006 - September 2012
Vanguard September 2004 - March 2006
Skills
Securities, Investments, Financial Advisory, Portfolio Management, Finance, Series 7, Asset Allocation, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, 401k, ETFs, Equities, Asset Management, Fixed Income, Retirement, Investment Management
Education
The American College 2008 — 2010
Chartered Financial Consultant®, Financial Planning
University of Arizona 2000 — 2004
Bachelors, Economics
Raymond James Financial Inc. September 2012 - Present
Morgan Stanley Smith Barney March 2006 - September 2012
Vanguard September 2004 - March 2006
Skills
Securities, Investments, Financial Advisory, Portfolio Management, Finance, Series 7, Asset Allocation, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, 401k, ETFs, Equities, Asset Management, Fixed Income, Retirement, Investment Management
Education
The American College 2008 — 2010
Chartered Financial Consultant®, Financial Planning
University of Arizona 2000 — 2004
Bachelors, Economics
Danny Angel Danny Angel's Raymond James Financial Inc. Experience May 2012 - October 2013
Job Solutions Architect at NetWolves
Industry Information Technology and Services
Experience
NetWolves November 2014 - Present
Rooms To Go October 2013 - Present
Raymond James Financial Inc. May 2012 - October 2013
Bedroc, Inc. November 2011 - May 2012
Morgan Keegan & Co Inc April 2007 - November 2011
Critical Edge Tech, LLC February 2004 - April 2007
FedEx Services October 2000 - December 2003
Affliated Computer Services (ACS) August 1999 - October 2000
Skills
Cisco IOS, Cisco Technologies, Network Engineering, Cisco Security, Active Directory, Cisco Nexus, Switches, VPN, Routers, Data Center, WAN, Routing, Network Design, BGP, EIGRP, MPLS, Riverbed, Network Architecture, Firewalls, Networking, DNS, Network Security, OSPF, Security, Troubleshooting, Windows Server, Virtualization, Disaster Recovery, VoIP, Load Balancing, LAN-WAN, Operating Systems, VLAN, Storage Area Networks, Frame Relay, RIP, Wireless, Communication, WAN Optimisation
Education
The University of Memphis 2002 — 2004
University of West Florida 1992 — 1996
NetWolves November 2014 - Present
Rooms To Go October 2013 - Present
Raymond James Financial Inc. May 2012 - October 2013
Bedroc, Inc. November 2011 - May 2012
Morgan Keegan & Co Inc April 2007 - November 2011
Critical Edge Tech, LLC February 2004 - April 2007
FedEx Services October 2000 - December 2003
Affliated Computer Services (ACS) August 1999 - October 2000
Skills
Cisco IOS, Cisco Technologies, Network Engineering, Cisco Security, Active Directory, Cisco Nexus, Switches, VPN, Routers, Data Center, WAN, Routing, Network Design, BGP, EIGRP, MPLS, Riverbed, Network Architecture, Firewalls, Networking, DNS, Network Security, OSPF, Security, Troubleshooting, Windows Server, Virtualization, Disaster Recovery, VoIP, Load Balancing, LAN-WAN, Operating Systems, VLAN, Storage Area Networks, Frame Relay, RIP, Wireless, Communication, WAN Optimisation
Education
The University of Memphis 2002 — 2004
University of West Florida 1992 — 1996
Carlos Newall Carlos Newall's Raymond James Financial Inc. Experience July 2014 - Present
Job Equity Research Associate at Raymond James Financial Inc.
Industry Oil & Energy
Experience
Raymond James Financial Inc. July 2014 - Present
J.P. Morgan June 2012 - June 2014
Fairways Exploration & Production, LLC June 2009 - July 2011
Skills
Equity Research, Financial Modeling, Financial Analysis, Oil & Gas, Oil & Gas Exploration, Natural Gas, Clean Energy..., Oil & Gas Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Risk Management, Bilingual, Management, Public Speaking, Analysis, Accounting
Education
Texas Christian University 2008 — 2012
Texas Christian University - Neeley School of Business 2008 — 2012
Bachelor, Business Administration; Finance & Entrepreneurial Management
Raymond James Financial Inc. July 2014 - Present
J.P. Morgan June 2012 - June 2014
Fairways Exploration & Production, LLC June 2009 - July 2011
Skills
Equity Research, Financial Modeling, Financial Analysis, Oil & Gas, Oil & Gas Exploration, Natural Gas, Clean Energy..., Oil & Gas Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Risk Management, Bilingual, Management, Public Speaking, Analysis, Accounting
Education
Texas Christian University 2008 — 2012
Texas Christian University - Neeley School of Business 2008 — 2012
Bachelor, Business Administration; Finance & Entrepreneurial Management
Kevin Maltsberger Kevin Maltsberger's Raymond James Financial Inc. Experience January 2013 - November 2013
Job System Administration
Industry Information Technology and Services
Experience
Texas State University October 2013 - Present
Raymond James Financial Inc. January 2013 - November 2013
PPG Industries August 2011 - March 2013
Dalphis LLC February 2011 - April 2011
FedEx 2010 - 2011
Skills
Sales, Microsoft Office, Inventory Management, Sales Management, Troubleshooting, Technical Support, Outlook, Windows 7, Windows, Teamwork, Logistics, Budgets, SharePoint, Analysis, Time Management, Active Directory, Access, System Administration, Administration, Computer Hardware, Help Desk Support, Databases, Windows Server, Operating Systems
Education
The University of Memphis 2005 — 2009
Bachelor's Degree, Management of Information Systems
Texas State University October 2013 - Present
Raymond James Financial Inc. January 2013 - November 2013
PPG Industries August 2011 - March 2013
Dalphis LLC February 2011 - April 2011
FedEx 2010 - 2011
Skills
Sales, Microsoft Office, Inventory Management, Sales Management, Troubleshooting, Technical Support, Outlook, Windows 7, Windows, Teamwork, Logistics, Budgets, SharePoint, Analysis, Time Management, Active Directory, Access, System Administration, Administration, Computer Hardware, Help Desk Support, Databases, Windows Server, Operating Systems
Education
The University of Memphis 2005 — 2009
Bachelor's Degree, Management of Information Systems
Torie Mickley's Raymond James Financial Inc. Experience February 2013 - February 2014
Job Contract Staffing Administrator at Top Echelon, Inc.
Industry Staffing and Recruiting
Experience
Top Echelon, Inc. June 2014 - Present
Women's Impact Inc. July 2013 - March 2014
Raymond James Financial Inc. February 2013 - February 2014
Shepherd and Associates September 2012 - May 2013
BTM Inc August 2012 - May 2013
The University of Akron August 2009 - May 2012
The University of Akron May 2011 - August 2011
Skills
Data Entry, Microsoft Office, Editing, Writing, Drawing, General Administrative..., Social Media, Research, PowerPoint, Creative Writing, Social Networking, Team Building, Management, Training, Public Speaking, Contract Management, Recruiting
Education
The University of Akron 2009 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Walsh University 2007 — 2009
Post Secondary Credit
Top Echelon, Inc. June 2014 - Present
Women's Impact Inc. July 2013 - March 2014
Raymond James Financial Inc. February 2013 - February 2014
Shepherd and Associates September 2012 - May 2013
BTM Inc August 2012 - May 2013
The University of Akron August 2009 - May 2012
The University of Akron May 2011 - August 2011
Skills
Data Entry, Microsoft Office, Editing, Writing, Drawing, General Administrative..., Social Media, Research, PowerPoint, Creative Writing, Social Networking, Team Building, Management, Training, Public Speaking, Contract Management, Recruiting
Education
The University of Akron 2009 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Walsh University 2007 — 2009
Post Secondary Credit
William Dull's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Student at University of North Carolina at Chapel Hill
Industry Financial Services
Experience
Harris Williams & Co. June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Insight Sourcing Group May 2014 - May 2014
NCCGA December 2012 - December 2013
Northwestern Mutual May 2013 - July 2013
Skills
Microsoft Excel, Investments, Financial Analysis, Financial Modeling, PowerPoint, Business Strategy, Analysis, Bloomberg, Valuation, Strategic Financial...
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (B.S.), Business Administration
London School of Economics and Political Science 2013 — 2013
None, Strategy and European Economics
Harris Williams & Co. June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Insight Sourcing Group May 2014 - May 2014
NCCGA December 2012 - December 2013
Northwestern Mutual May 2013 - July 2013
Skills
Microsoft Excel, Investments, Financial Analysis, Financial Modeling, PowerPoint, Business Strategy, Analysis, Bloomberg, Valuation, Strategic Financial...
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (B.S.), Business Administration
London School of Economics and Political Science 2013 — 2013
None, Strategy and European Economics
Robert Jackway Robert Jackway's Raymond James Financial Inc. Experience 2002 - May 2013
Job Registered Investment Advisor at Vital Wealth Management, LLC
Industry Financial Services
Experience
Vital Wealth Management, LLC June 2013 - Present
Raymond James Financial Inc. 2002 - May 2013
Lincoln Financial Advisors 1995 - April 2002
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Financial Planning, Asset Management, Finance, Retirement, Investments, Portfolio Management, Financial Services, Financial Analysis, Mutual Funds
Education
The American College 1991 — 1995
Chartered Life Underwriter and Chartered Financial Consultant, Financial Planning and Services
Vital Wealth Management, LLC June 2013 - Present
Raymond James Financial Inc. 2002 - May 2013
Lincoln Financial Advisors 1995 - April 2002
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Financial Planning, Asset Management, Finance, Retirement, Investments, Portfolio Management, Financial Services, Financial Analysis, Mutual Funds
Education
The American College 1991 — 1995
Chartered Life Underwriter and Chartered Financial Consultant, Financial Planning and Services
Timothy Waters's Raymond James Financial Inc. Experience July 2008 - August 2012
Job Financial Advisor at Triumph Capital Management, LLC
Industry Financial Services
Experience
Triumph Capital Management, LLC August 2012 - Present
Raymond James Financial Inc. July 2008 - August 2012
Skills
Wealth Management, Retirement Planning, Investments, Financial Planning, Securities, Finance, Financial Services, Asset Management, Estate Planning, Series 7, Wealth, Mutual Funds
Education
The Ohio State University 1994 — 1999
Bachelor of Science, Financial Management
Triumph Capital Management, LLC August 2012 - Present
Raymond James Financial Inc. July 2008 - August 2012
Skills
Wealth Management, Retirement Planning, Investments, Financial Planning, Securities, Finance, Financial Services, Asset Management, Estate Planning, Series 7, Wealth, Mutual Funds
Education
The Ohio State University 1994 — 1999
Bachelor of Science, Financial Management
Brian Marise Brian Marise's Raymond James Financial Inc. Experience September 2010 - June 2012
Job Financial Analyst at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon June 2012 - Present
Raymond James Financial Inc. September 2010 - June 2012
Skills
Financial Analysis, Securities, Process Improvement, Series 7, Finance, Bloomberg, Bonds, Budgets, Data Analysis, Financial Reporting, Sales, Sarbanes-Oxley Act, Financial Modeling, Microsoft Excel, Access, Microsoft Office, Leadership, Team Building, Customer Service, Marketing
Education
The University of Memphis 2012 — 2014
Master of Science (M.S.), Finance, General
The University of Memphis 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of New York Mellon June 2012 - Present
Raymond James Financial Inc. September 2010 - June 2012
Skills
Financial Analysis, Securities, Process Improvement, Series 7, Finance, Bloomberg, Bonds, Budgets, Data Analysis, Financial Reporting, Sales, Sarbanes-Oxley Act, Financial Modeling, Microsoft Excel, Access, Microsoft Office, Leadership, Team Building, Customer Service, Marketing
Education
The University of Memphis 2012 — 2014
Master of Science (M.S.), Finance, General
The University of Memphis 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Frank Phillips Frank Phillips's Raymond James Financial Inc. Experience January 2011 - February 2012
Job Financial Professional Seeking Career Opportunities
Industry Financial Services
Experience
Morgan Keegan August 2006 - February 2013
Raymond James Financial Inc. January 2011 - February 2012
Skills
Financial Analysis, Investments, Strategic Planning, Negotiation, Finance, Portfolio Management, Financial Modeling, Bloomberg, Public Speaking, Microsoft Excel
Education
The Citadel 2013 — 2015
Master of Business Administration (M.B.A.)
University of Tennessee-Knoxville 2000 — 2005
Bachelor's degree, Double Major: Logistics & Marketing
Morgan Keegan August 2006 - February 2013
Raymond James Financial Inc. January 2011 - February 2012
Skills
Financial Analysis, Investments, Strategic Planning, Negotiation, Finance, Portfolio Management, Financial Modeling, Bloomberg, Public Speaking, Microsoft Excel
Education
The Citadel 2013 — 2015
Master of Business Administration (M.B.A.)
University of Tennessee-Knoxville 2000 — 2005
Bachelor's degree, Double Major: Logistics & Marketing
Leslie Leerskov's Raymond James Financial Inc. Experience 1992 - 1999
Job Director at Navarro College Small Business Development Center
Industry Education Management
Experience
Navarro College Small Business Development Center January 2015 - Present
Kerens ISD January 2014 - January 2015
Kerens ISD August 1999 - January 2014
Raymond James Financial Inc. 1992 - 1999
Skills
Business Planning, Small Business, New Business Development, Public Speaking, Business Development, Sales, Educational Leadership, Higher Education, Educational Technology, E-Learning, Curriculum Development, Curriculum Design, Staff Development, Teaching, Microsoft Office, Customer Service, Lesson Planning, Event Planning, Strategic Planning, Team Building
Education
University of Texas at Tyler 1983 — 1985
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University 1982 — 1983
Navarro College Small Business Development Center January 2015 - Present
Kerens ISD January 2014 - January 2015
Kerens ISD August 1999 - January 2014
Raymond James Financial Inc. 1992 - 1999
Skills
Business Planning, Small Business, New Business Development, Public Speaking, Business Development, Sales, Educational Leadership, Higher Education, Educational Technology, E-Learning, Curriculum Development, Curriculum Design, Staff Development, Teaching, Microsoft Office, Customer Service, Lesson Planning, Event Planning, Strategic Planning, Team Building
Education
University of Texas at Tyler 1983 — 1985
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University 1982 — 1983
Nicole Spinelli Nicole Spinelli's Raymond James Financial Inc. Experience April 2010 - February 2015
Job
Industry Financial Services
Experience
Lincoln Financial Group February 2015 - Present
Raymond James Financial Inc. April 2010 - February 2015
Angels Against Abuse 2010 - 2015
Raymond James Financial Inc. February 2001 - April 2010
Skills
Corporate Business Coach, Vice President of the..., Management, Time Management, Networking, Analysis, Project Management, Professional Women
Education
The Evergreen State College
Women's Studies
University of Pennsylvania - The Wharton School
Securities Industry Institute, Finance and Financial Management Services, Year 1 - 3 year program
Lincoln Financial Group February 2015 - Present
Raymond James Financial Inc. April 2010 - February 2015
Angels Against Abuse 2010 - 2015
Raymond James Financial Inc. February 2001 - April 2010
Skills
Corporate Business Coach, Vice President of the..., Management, Time Management, Networking, Analysis, Project Management, Professional Women
Education
The Evergreen State College
Women's Studies
University of Pennsylvania - The Wharton School
Securities Industry Institute, Finance and Financial Management Services, Year 1 - 3 year program
Gaines Hayes's Raymond James Financial Inc. Experience May 2014 - July 2014
Job Employee Monitoring Analyst
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation September 2015 - Present
Raymond James Financial, Inc. May 2014 - July 2014
Raymond James Financial Inc. May 2013 - August 2013
Raymond James Financial Inc. May 2012 - August 2012
Raymond James Financial Inc. May 2011 - July 2011
Skills
Leadership, PowerPoint, Data Analysis, Event Planning, Microsoft Word, Microsoft Excel, Teamwork, Strategic Planning, Research, Public Speaking, Critical Thinking, Peer Tutoring, Organizational Behavior, Editing, SPSS, SQL, Tableau, Bloomberg Terminal
Education
University of Virginia 2014 — 2015
Master's Degree, Commerce (Marketing & Management)
University of Florida 2009 — 2014
Political Science/Classics
The London School of Economics and Political Science (LSE) 2011 — 2011
H. B. Plant High School 2006 — 2009
High School Degree
The Depository Trust & Clearing Corporation September 2015 - Present
Raymond James Financial, Inc. May 2014 - July 2014
Raymond James Financial Inc. May 2013 - August 2013
Raymond James Financial Inc. May 2012 - August 2012
Raymond James Financial Inc. May 2011 - July 2011
Skills
Leadership, PowerPoint, Data Analysis, Event Planning, Microsoft Word, Microsoft Excel, Teamwork, Strategic Planning, Research, Public Speaking, Critical Thinking, Peer Tutoring, Organizational Behavior, Editing, SPSS, SQL, Tableau, Bloomberg Terminal
Education
University of Virginia 2014 — 2015
Master's Degree, Commerce (Marketing & Management)
University of Florida 2009 — 2014
Political Science/Classics
The London School of Economics and Political Science (LSE) 2011 — 2011
H. B. Plant High School 2006 — 2009
High School Degree
Asia Brumwell's Raymond James Financial Inc. Experience July 2013 - Present
Job Health Care Investment Banking
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Skills
Close Attention to..., High Pressure Situations, Analytical Skills, Statistical Software, Microsoft Excel, Research, Public Speaking, Writing, Highly Ambitious, Quantitative, Communication Skills, Strategic Thinking, Adaptability, Time Management, Works Well in Groups, Leadership, Financial Analysis, Accounting, Economics, Financial Modeling, Critical Thinking, Equity Valuation, Bloomberg Terminal, Bloomberg
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Science in Finance, 4.0
The University of British Columbia 2007 — 2011
Bachelor of Arts (B.A.), Honors Economics and History, 3.85
Raymond James Financial Inc. July 2013 - Present
Skills
Close Attention to..., High Pressure Situations, Analytical Skills, Statistical Software, Microsoft Excel, Research, Public Speaking, Writing, Highly Ambitious, Quantitative, Communication Skills, Strategic Thinking, Adaptability, Time Management, Works Well in Groups, Leadership, Financial Analysis, Accounting, Economics, Financial Modeling, Critical Thinking, Equity Valuation, Bloomberg Terminal, Bloomberg
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Science in Finance, 4.0
The University of British Columbia 2007 — 2011
Bachelor of Arts (B.A.), Honors Economics and History, 3.85
Meg Jokinen Meg Jokinen's Raymond James Financial Inc. Experience 2004 - 2006
Job VP, Management Supervisor at 22squared
Industry Marketing and Advertising
Experience
22squared September 2014 - Present
22squared September 2008 - September 2014
22squared March 2006 - September 2008
Raymond James Financial Inc. 2004 - 2006
Turner Broadcasting 2000 - 2004
Skills
Account Management, Project Management, Marketing Budget..., Broadcast Television, Social Media, Digital Marketing, Marketing Strategy, Time Management, Cross-functional Team..., Brand Management, Marketing Communications, Print Production Process
Education
The University of Georgia 1996 — 2000
ABJ, Broadcast Journalism
22squared September 2014 - Present
22squared September 2008 - September 2014
22squared March 2006 - September 2008
Raymond James Financial Inc. 2004 - 2006
Turner Broadcasting 2000 - 2004
Skills
Account Management, Project Management, Marketing Budget..., Broadcast Television, Social Media, Digital Marketing, Marketing Strategy, Time Management, Cross-functional Team..., Brand Management, Marketing Communications, Print Production Process
Education
The University of Georgia 1996 — 2000
ABJ, Broadcast Journalism
Chris Koranek Chris Koranek's Raymond James Financial Inc. Experience September 2010 - September 2012
Job Pelican Energy Partners
Industry Oil & Energy
Experience
Pelican Energy Partners October 2014 - Present
Forum Energy Technologies September 2012 - October 2014
Raymond James Financial Inc. September 2010 - September 2012
Deloitte September 2009 - September 2010
Skills
Valuation, Mergers, Financial Modeling, Energy, Mergers & Acquisitions, Analytics, Business Strategy, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Corporate Development
Education
Texas A&M University 2008 — 2009
MS, Finance
Texas A&M University 2004 — 2008
BBA, Accounting
Pelican Energy Partners October 2014 - Present
Forum Energy Technologies September 2012 - October 2014
Raymond James Financial Inc. September 2010 - September 2012
Deloitte September 2009 - September 2010
Skills
Valuation, Mergers, Financial Modeling, Energy, Mergers & Acquisitions, Analytics, Business Strategy, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Corporate Development
Education
Texas A&M University 2008 — 2009
MS, Finance
Texas A&M University 2004 — 2008
BBA, Accounting
Blake Mills's Raymond James Financial Inc. Experience June 2015 - Present
Job Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. September 2012 - May 2015
Raymond James Financial Inc. May 2011 - September 2012
Startup Tennessee December 2011 - May 2012
Volunteer Traditions Inc. January 2009 - May 2011
Shoemaker Financial May 2010 - August 2010
Skills
Accounting, Microsoft Excel, Economics, Bloomberg Terminal, Microsoft Access, Financial Analysis, Financial Markets, Fixed Income Analysis
Education
The University of Memphis 2011 — 2014
Master of Business Administration (M.B.A.)
University of Tennessee at Martin 2007 — 2011
Bachelor of Science (BS), Finance, General
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. September 2012 - May 2015
Raymond James Financial Inc. May 2011 - September 2012
Startup Tennessee December 2011 - May 2012
Volunteer Traditions Inc. January 2009 - May 2011
Shoemaker Financial May 2010 - August 2010
Skills
Accounting, Microsoft Excel, Economics, Bloomberg Terminal, Microsoft Access, Financial Analysis, Financial Markets, Fixed Income Analysis
Education
The University of Memphis 2011 — 2014
Master of Business Administration (M.B.A.)
University of Tennessee at Martin 2007 — 2011
Bachelor of Science (BS), Finance, General
Elisabeth Vogel Elisabeth Vogel's Raymond James Financial Inc. Experience November 2006 - Present
Job Senior Vice President at Raymond James Financial Inc.
Industry Capital Markets
Experience
Raymond James Financial Inc. November 2006 - Present
Skills
Series 7, Portfolio Management, Capital Markets, Securities, Investments, Fixed Income, Series 63, Investment Advisory, Financial Modeling, Bloomberg, Bonds, Financial Analysis, Finance, Asset Allocation
Education
The University of Memphis 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James Financial Inc. November 2006 - Present
Skills
Series 7, Portfolio Management, Capital Markets, Securities, Investments, Fixed Income, Series 63, Investment Advisory, Financial Modeling, Bloomberg, Bonds, Financial Analysis, Finance, Asset Allocation
Education
The University of Memphis 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Ankit Patel Ankit Patel's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Director of Mergers and Acquisitions at Ventas, Inc.
Industry Financial Services
Experience
Ventas, Inc. July 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
Raymond James Financial Inc. June 2012 - August 2012
Ventas REIT August 2009 - August 2011
UBS Investment Bank July 2007 - June 2009
IBM Strategy Consulting July 2005 - June 2007
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Concentrations in Finance, Entrepreneurship and General Management
University of Michigan - College of Engineering 2001 — 2005
B.S. in Engineering, Industrial and Operations Engineering
Ventas, Inc. July 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
Raymond James Financial Inc. June 2012 - August 2012
Ventas REIT August 2009 - August 2011
UBS Investment Bank July 2007 - June 2009
IBM Strategy Consulting July 2005 - June 2007
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Concentrations in Finance, Entrepreneurship and General Management
University of Michigan - College of Engineering 2001 — 2005
B.S. in Engineering, Industrial and Operations Engineering
Ashley Citchens's Raymond James Financial Inc. Experience January 2015 - Present
Job HR Advisor at Raymond James Financial Inc.
Industry Staffing and Recruiting
Experience
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. January 2014 - December 2014
Raymond James Financial Inc. March 2013 - December 2013
Kelly Services, Inc July 2007 - March 2013
Skills
Temporary Staffing, Applicant Tracking..., Staffing Services, Internet Recruiting, Technical Recruiting, Contract Recruitment, Job Fairs, Talent Acquisition, Recruiting, College Recruiting, Screening Resumes, Screening, Onboarding, Temporary Placement, Permanent Placement, Sourcing, Executive Search, Benefits Negotiation, Employee Relations, Resume Writing, Payroll, Training, Human Resources, Interviews, Hiring, Benefits Administration, Management, Talent Management, HRIS, New Hire Orientations, PeopleSoft, Job Descriptions, Taleo, Deferred Compensation, Laserfiche, Oracle Applications, PeopleWorks, Workforce Planning, Employee Training, Recruitment Advertising, Employer Branding, Full-life Cycle..., Behavioral Interviewing, RPO, Background Checks, Industrial Sector, IT Recruitment, HR Policies, FMLA, HR Consulting
Education
The University of Memphis 2014 — 2018
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clarksdale High School 2002 — 2005
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. January 2014 - December 2014
Raymond James Financial Inc. March 2013 - December 2013
Kelly Services, Inc July 2007 - March 2013
Skills
Temporary Staffing, Applicant Tracking..., Staffing Services, Internet Recruiting, Technical Recruiting, Contract Recruitment, Job Fairs, Talent Acquisition, Recruiting, College Recruiting, Screening Resumes, Screening, Onboarding, Temporary Placement, Permanent Placement, Sourcing, Executive Search, Benefits Negotiation, Employee Relations, Resume Writing, Payroll, Training, Human Resources, Interviews, Hiring, Benefits Administration, Management, Talent Management, HRIS, New Hire Orientations, PeopleSoft, Job Descriptions, Taleo, Deferred Compensation, Laserfiche, Oracle Applications, PeopleWorks, Workforce Planning, Employee Training, Recruitment Advertising, Employer Branding, Full-life Cycle..., Behavioral Interviewing, RPO, Background Checks, Industrial Sector, IT Recruitment, HR Policies, FMLA, HR Consulting
Education
The University of Memphis 2014 — 2018
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clarksdale High School 2002 — 2005
Kevin Butte Kevin Butte's Raymond James Financial Inc. Experience July 2011 - July 2012
Job Insurance Broker at All Risks, Ltd
Industry Insurance
Experience
All Risks, Ltd November 2012 - Present
Raymond James Financial Inc. July 2011 - July 2012
Ernst & Young, LLP January 2008 - July 2011
SunTrust Robinson Humphrey - Debt Capital Markets June 2006 - August 2006
Education
The University of Georgia 2003 — 2007
Bachelor of Business Administration and Bachelor of Arts, Finance and Spanish
All Risks, Ltd November 2012 - Present
Raymond James Financial Inc. July 2011 - July 2012
Ernst & Young, LLP January 2008 - July 2011
SunTrust Robinson Humphrey - Debt Capital Markets June 2006 - August 2006
Education
The University of Georgia 2003 — 2007
Bachelor of Business Administration and Bachelor of Arts, Finance and Spanish
Timothy J. McNeely CFP® CIMA® Timothy J. McNeely CFP® CIMA®'s Raymond James Financial Inc. Experience May 2009 - Present
Job CFP® for Dentists, Wine Connoisseur, & Amateur Show Dog Handler 8553469729
Industry Financial Services
Experience
McNeely Financial Strategies LLC May 2009 - Present
Raymond James Financial Inc. May 2009 - Present
The McNeely Group at Smith Barney June 2001 - April 2009
Wachoivia Securities 1997 - 2001
Skills
Strategic Financial..., Financial Advisory, Wealth, Portfolio Management, Wealth Management, 401k, Fixed Annuities, Finance, Investment Management, Money Guide Pro, Financial Planners, Financial Services, Securities, Retirement Planning, Retirement, Personal Finance, SEO, Monte Carlo Simulation, Dentistry, Insurance, Sales, Start-ups, Investments, Joomla, Small Business, Wealth Accumulation, IRAs, Estate Planning, Employee Benefits, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Marketing, Digital Financial..., Insurance Planning for..., Dental Retirement Plans, Dental Practice Sales, Financial Planning for..., Digital Financial..., Retirement Planning for..., Disability Insurance..., Digital Wealth..., Digital Finanical..., Digital Financial..., Long-Term Care for..., RedTail CRM, Monte Carlo Methods in..., Social Media, Entrepreneurship
Education
The American College 2013 — 2015
Chartered Life Underwriter®
University of Pennsylvania - The Wharton School 2008 — 2008
Certified Investment Management Analyst® Level II class, Modern Portfolio Theory
The College for Financial Planning 2003 — 2005
CFP® Certification Professional Education Program, CFP® Certification Professional Education Program
The Master's College 1998 — 2002
Economics / Math
McNeely Financial Strategies LLC May 2009 - Present
Raymond James Financial Inc. May 2009 - Present
The McNeely Group at Smith Barney June 2001 - April 2009
Wachoivia Securities 1997 - 2001
Skills
Strategic Financial..., Financial Advisory, Wealth, Portfolio Management, Wealth Management, 401k, Fixed Annuities, Finance, Investment Management, Money Guide Pro, Financial Planners, Financial Services, Securities, Retirement Planning, Retirement, Personal Finance, SEO, Monte Carlo Simulation, Dentistry, Insurance, Sales, Start-ups, Investments, Joomla, Small Business, Wealth Accumulation, IRAs, Estate Planning, Employee Benefits, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Marketing, Digital Financial..., Insurance Planning for..., Dental Retirement Plans, Dental Practice Sales, Financial Planning for..., Digital Financial..., Retirement Planning for..., Disability Insurance..., Digital Wealth..., Digital Finanical..., Digital Financial..., Long-Term Care for..., RedTail CRM, Monte Carlo Methods in..., Social Media, Entrepreneurship
Education
The American College 2013 — 2015
Chartered Life Underwriter®
University of Pennsylvania - The Wharton School 2008 — 2008
Certified Investment Management Analyst® Level II class, Modern Portfolio Theory
The College for Financial Planning 2003 — 2005
CFP® Certification Professional Education Program, CFP® Certification Professional Education Program
The Master's College 1998 — 2002
Economics / Math
Barrett Smith Barrett Smith's Raymond James Financial Inc. Experience October 2008 - April 2012
Job Fixed Income at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. May 2012 - Present
Raymond James Financial Inc. October 2008 - April 2012
Cantor Fitzgerald February 2006 - August 2008
Skills
Series 7, Fixed Income, Financial Analysis, Bloomberg, Series 63, Securities, Strategic Financial..., Investment Advisory, Bonds, Banking, Finance, Investment Strategies, Derivatives, Financial Markets, Life Insurance
Education
The University of Memphis
Stifel Financial Corp. May 2012 - Present
Raymond James Financial Inc. October 2008 - April 2012
Cantor Fitzgerald February 2006 - August 2008
Skills
Series 7, Fixed Income, Financial Analysis, Bloomberg, Series 63, Securities, Strategic Financial..., Investment Advisory, Bonds, Banking, Finance, Investment Strategies, Derivatives, Financial Markets, Life Insurance
Education
The University of Memphis
Linda Barstein Schwartzman Linda Barstein Schwartzman's Raymond James Financial Inc. Experience 1999 - 2006
Job Independent Contractor at Promed Capital Advisors LLC
Industry Financial Services
Experience
LBS Financial Consulting January 2006 - Present
Promed Capital Advisors LLC January 2014 - August 2015
Raymond James Financial Inc. 1999 - 2006
Barstein & Associates, LTD 1998 - 1999
Alliance Sports Management 1990 - 1998
KoDe Development Association 1989 - 1990
Diversified Financing Group, LTD 1988 - 1989
SunTrust Bank (formerly United VA Bank) 1986 - 1988
Skills
Quicken, Quickbooks, Microsoft Word, Outlook, Microsoft Excel, iOS, OS X
Education
The George Washington University 1984 — 1986
Master of Business Administration (MBA), Finance
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Marketing
LBS Financial Consulting January 2006 - Present
Promed Capital Advisors LLC January 2014 - August 2015
Raymond James Financial Inc. 1999 - 2006
Barstein & Associates, LTD 1998 - 1999
Alliance Sports Management 1990 - 1998
KoDe Development Association 1989 - 1990
Diversified Financing Group, LTD 1988 - 1989
SunTrust Bank (formerly United VA Bank) 1986 - 1988
Skills
Quicken, Quickbooks, Microsoft Word, Outlook, Microsoft Excel, iOS, OS X
Education
The George Washington University 1984 — 1986
Master of Business Administration (MBA), Finance
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Marketing
Daniel Tamayo, CFA Daniel Tamayo, CFA's Raymond James Financial Inc. Experience June 2013 - Present
Job Sr. Equity Research Associate at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
Raymond James & Associates, Inc June 2011 - June 2013
Morningstar September 2007 - June 2011
Kansas City Royals June 2001 - June 2007
Skills
Financial Modeling, Investments, Valuation, Equities, Financial Analysis, Portfolio Management, Series 7, Bloomberg, Asset Allocation, Capital Markets, Hedge Funds, Finance
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Accounting, Finance
University of Notre Dame 1997 — 2001
BBA, Finance
Ransom Everglades 1993 — 1997
Raymond James Financial Inc. June 2013 - Present
Raymond James & Associates, Inc June 2011 - June 2013
Morningstar September 2007 - June 2011
Kansas City Royals June 2001 - June 2007
Skills
Financial Modeling, Investments, Valuation, Equities, Financial Analysis, Portfolio Management, Series 7, Bloomberg, Asset Allocation, Capital Markets, Hedge Funds, Finance
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Accounting, Finance
University of Notre Dame 1997 — 2001
BBA, Finance
Ransom Everglades 1993 — 1997
Christopher Taratus's Raymond James Financial Inc. Experience May 2014 - July 2014
Job Analyst at Natixis
Industry Financial Services
Experience
Natixis March 2015 - Present
Raymond James Financial Inc. May 2014 - July 2014
University of Georgia August 2010 - 2014
Source Capital, LLC June 2013 - August 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Research, Data Analysis, Microsoft Word, Economics, Valuation, Private Equity, Teamwork, Capital IQ, Social Media, Statistics, Time Management, Public Speaking, Leadership, PowerPoint, Spanish
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Terry School of Business
Natixis March 2015 - Present
Raymond James Financial Inc. May 2014 - July 2014
University of Georgia August 2010 - 2014
Source Capital, LLC June 2013 - August 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Research, Data Analysis, Microsoft Word, Economics, Valuation, Private Equity, Teamwork, Capital IQ, Social Media, Statistics, Time Management, Public Speaking, Leadership, PowerPoint, Spanish
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Terry School of Business
Ben Rodman Ben Rodman's Raymond James Financial Inc. Experience 2014 - Present
Job Managing Director at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. 2014 - Present
D Cubed Group LLC 2012 - 2014
Valor Equity Partners 2009 - 2012
BMO Capital Markets 1996 - 2009
First National Bank of Chicago 1993 - 1996
Skills
Private Equity, Mergers, Investment Banking, Investments, Valuation, Venture Capital, Capital Markets, Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis, Equities
Education
The University of Chicago Booth School of Business
MBA, Finance
University of Chicago
BA, Political Science and Economics
The Hotchkiss School
Raymond James Financial Inc. 2014 - Present
D Cubed Group LLC 2012 - 2014
Valor Equity Partners 2009 - 2012
BMO Capital Markets 1996 - 2009
First National Bank of Chicago 1993 - 1996
Skills
Private Equity, Mergers, Investment Banking, Investments, Valuation, Venture Capital, Capital Markets, Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis, Equities
Education
The University of Chicago Booth School of Business
MBA, Finance
University of Chicago
BA, Political Science and Economics
The Hotchkiss School
Ross Conway Ross Conway's Raymond James Financial Inc. Experience May 2012 - August 2012
Job Assistant Account Manager at Seacrest Partners, Inc.
Industry Insurance
Experience
Seacrest Partners, Inc. June 2014 - Present
Merrill Lynch June 2013 - August 2013
Raymond James Financial Inc. May 2012 - August 2012
Skills
Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Facebook, Marketing, Social Networking, Data Analysis, Public Speaking
Education
The University of Georgia 2009 — 2014
Bachelor of Business Administration (B.B.A.) in Finance and Marketing
The
Seacrest Partners, Inc. June 2014 - Present
Merrill Lynch June 2013 - August 2013
Raymond James Financial Inc. May 2012 - August 2012
Skills
Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Facebook, Marketing, Social Networking, Data Analysis, Public Speaking
Education
The University of Georgia 2009 — 2014
Bachelor of Business Administration (B.B.A.) in Finance and Marketing
The
Todd Shipp Todd Shipp's Raymond James Financial Inc. Experience October 2001 - March 2003
Job Insurance Agent at State Farm Agent
Industry Insurance
Experience
State Farm Agent February 2006 - Present
Raymond James Financial Inc. October 2001 - March 2003
Raymond James & Associates, Inc 2001 - 2003
Skills
Small Business, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Universal Life
Education
Texas State University-San Marcos 1991 — 1996
Bachelor's Degree, Marketing
State Farm Agent February 2006 - Present
Raymond James Financial Inc. October 2001 - March 2003
Raymond James & Associates, Inc 2001 - 2003
Skills
Small Business, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Universal Life
Education
Texas State University-San Marcos 1991 — 1996
Bachelor's Degree, Marketing
Marty McGillivary, ChFC Marty McGillivary, ChFC's Raymond James Financial Inc. Experience May 2011 - Present
Job Financial Advisor with Raymond James Financial Services Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. May 2011 - Present
Eagle Financial, LLC. May 2011 - Present
Northwestern Mutual May 1995 - May 2011
Skills
Wealth Management, Asset Allocation, Investment Strategies, Retirement Planning, Investment Advisory, Investments, Asset Management, Portfolio Management, Wealth Management..., Financial Advisory, Retirement, Strategic Financial..., Investment Management, Insurance, Financial Planning, Goal Planning, Public Speaking, Risk Management, Financial Management..., High Net Worth..., Medical Professionals, Small Business Owners
Education
The American College 2004 — 2007
ChFC, ChFC
Ohio University
BS Business Administration, Finance & Marketing
Raymond James Financial Inc. May 2011 - Present
Eagle Financial, LLC. May 2011 - Present
Northwestern Mutual May 1995 - May 2011
Skills
Wealth Management, Asset Allocation, Investment Strategies, Retirement Planning, Investment Advisory, Investments, Asset Management, Portfolio Management, Wealth Management..., Financial Advisory, Retirement, Strategic Financial..., Investment Management, Insurance, Financial Planning, Goal Planning, Public Speaking, Risk Management, Financial Management..., High Net Worth..., Medical Professionals, Small Business Owners
Education
The American College 2004 — 2007
ChFC, ChFC
Ohio University
BS Business Administration, Finance & Marketing
Jeff Hammond's Raymond James Financial Inc. Experience February 2013 - July 2013
Job Logistics Coordinator at ReTrans, Inc.
Industry Logistics and Supply Chain
Experience
ReTrans, Inc. June 2015 - Present
Armstrong Relocation October 2014 - June 2015
Armstrong Relocation July 2013 - October 2014
Raymond James Financial Inc. February 2013 - July 2013
Raymond James & Associates, Inc December 2011 - February 2013
Morgan Keegan November 2010 - December 2011
Skills
Securities Lending, Credit Analysis, Money Transfers, Margin, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, SIS, Problem Solving, Multi Tasking, Logistics, Strategic Financial..., Accounts Receivable, Series 63, Contract Negotiation, Leadership, Sales, Negotiation, Account Management, Sales Management, Team Building, Process Improvement, Management, Marketing, Operations Management, Strategic Planning
Education
The University of Memphis 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
The University of Memphis
ReTrans, Inc. June 2015 - Present
Armstrong Relocation October 2014 - June 2015
Armstrong Relocation July 2013 - October 2014
Raymond James Financial Inc. February 2013 - July 2013
Raymond James & Associates, Inc December 2011 - February 2013
Morgan Keegan November 2010 - December 2011
Skills
Securities Lending, Credit Analysis, Money Transfers, Margin, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, SIS, Problem Solving, Multi Tasking, Logistics, Strategic Financial..., Accounts Receivable, Series 63, Contract Negotiation, Leadership, Sales, Negotiation, Account Management, Sales Management, Team Building, Process Improvement, Management, Marketing, Operations Management, Strategic Planning
Education
The University of Memphis 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
The University of Memphis
K.T. Taratus K.T. Taratus's Raymond James Financial Inc. Experience July 2012 - December 2014
Job Analyst at Virgo Investment Group, LLC
Industry Financial Services
Experience
Virgo Investment Group, LLC January 2015 - Present
Raymond James Financial Inc. July 2012 - December 2014
Morgan Keegan & Co. May 2011 - July 2011
Castle Pines Capital June 2010 - August 2010
Camp Sea Gull and Camp Seafarer May 2009 - August 2009
Skills
Investment Banking, Investments, Financial Modeling, Financial Analysis
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Finance
The Westminster Schools
Virgo Investment Group, LLC January 2015 - Present
Raymond James Financial Inc. July 2012 - December 2014
Morgan Keegan & Co. May 2011 - July 2011
Castle Pines Capital June 2010 - August 2010
Camp Sea Gull and Camp Seafarer May 2009 - August 2009
Skills
Investment Banking, Investments, Financial Modeling, Financial Analysis
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Finance
The Westminster Schools
Kevin Brazzell Kevin Brazzell's Raymond James Financial Inc. Experience May 2013 - August 2013
Job Client Relations Associate at Southeastern Asset Management
Industry Capital Markets
Experience
Southeastern Asset Management August 2015 - Present
AutoZone May 2014 - July 2015
Fireworks City July 2012 - July 2015
Peer Power Foundation February 2014 - December 2014
Andy Frain Services June 2012 - December 2014
University of Memphis August 2013 - May 2014
Raymond James Financial Inc. May 2013 - August 2013
Memphis Basketball June 2012 - July 2013
Memphis Basketball May 2011 - July 2013
Christian Brothers High School Memphis, TN August 2009 - May 2011
Skills
Microsoft Excel, Leadership, Sports Management, Team Leadership, Microsoft Office, Time Management, PowerPoint, Public Speaking, Finance, Financial Analysis, Sales, Sports, Critical Thinking, Social Networking, Microsoft Word, Basketball, Social Media, Customer Service, Event Management, Budgets, Strategic Planning, Facebook, Athletics, Outlook, Coaching, Hospitality, Research, Marketing Strategy, Social Media Marketing, Teaching, Baseball, Public Relations, Curriculum Development, Bloomberg Terminal, Trading, Securities, Financial Markets, Investments, Fixed Income, Asset Management, Technical Analysis, Fixed Assets
Education
The University of Memphis 2011 — 2014
Bachelor of Business Administration (BBA), Finance, 3.87 - Summa Cum Laude
Christian Brothers High School 2007 — 2011
Southeastern Asset Management August 2015 - Present
AutoZone May 2014 - July 2015
Fireworks City July 2012 - July 2015
Peer Power Foundation February 2014 - December 2014
Andy Frain Services June 2012 - December 2014
University of Memphis August 2013 - May 2014
Raymond James Financial Inc. May 2013 - August 2013
Memphis Basketball June 2012 - July 2013
Memphis Basketball May 2011 - July 2013
Christian Brothers High School Memphis, TN August 2009 - May 2011
Skills
Microsoft Excel, Leadership, Sports Management, Team Leadership, Microsoft Office, Time Management, PowerPoint, Public Speaking, Finance, Financial Analysis, Sales, Sports, Critical Thinking, Social Networking, Microsoft Word, Basketball, Social Media, Customer Service, Event Management, Budgets, Strategic Planning, Facebook, Athletics, Outlook, Coaching, Hospitality, Research, Marketing Strategy, Social Media Marketing, Teaching, Baseball, Public Relations, Curriculum Development, Bloomberg Terminal, Trading, Securities, Financial Markets, Investments, Fixed Income, Asset Management, Technical Analysis, Fixed Assets
Education
The University of Memphis 2011 — 2014
Bachelor of Business Administration (BBA), Finance, 3.87 - Summa Cum Laude
Christian Brothers High School 2007 — 2011
Jacqueline Slatky's Raymond James Financial Inc. Experience June 2011 - August 2011
Job HR Regulatory Reform Programmmes at Barclays
Industry Human Resources
Experience
Barclays November 2014 - Present
United States Postal Service January 2014 - October 2014
United States Postal Service July 2012 - January 2014
Raymond James Financial Inc. June 2011 - August 2011
Nassau University Medical Center June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
UBS June 2007 - August 2008
Skills
Databases, Visio, Microsoft Office, MS Project, Process Improvement, Requirements Analysis, SQL, Analytic Thinking, IT Strategy, Financial Analysis, Access, Communication Skills, Determined to Succeed, HCI, Process Flow Charts, UML Tools, Cost Model Development, LSS, Management, SharePoint, Project Management, Finance, Workforce Management, Minitab, Budgets, Requirements Gathering, Business Process..., SOP development, Project Planning, Strategy, Statistics, Microsoft Project, Microsoft Excel, PowerPoint, Leadership, Analysis, Microsoft Word, Data Analysis
Education
The George Washington University - School of Business 2012 — 2013
Master of Science (M.S.) in Information Technology, Information Technology
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Information Systems
Roslyn High School 2004 — 2008
Barclays November 2014 - Present
United States Postal Service January 2014 - October 2014
United States Postal Service July 2012 - January 2014
Raymond James Financial Inc. June 2011 - August 2011
Nassau University Medical Center June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
UBS June 2007 - August 2008
Skills
Databases, Visio, Microsoft Office, MS Project, Process Improvement, Requirements Analysis, SQL, Analytic Thinking, IT Strategy, Financial Analysis, Access, Communication Skills, Determined to Succeed, HCI, Process Flow Charts, UML Tools, Cost Model Development, LSS, Management, SharePoint, Project Management, Finance, Workforce Management, Minitab, Budgets, Requirements Gathering, Business Process..., SOP development, Project Planning, Strategy, Statistics, Microsoft Project, Microsoft Excel, PowerPoint, Leadership, Analysis, Microsoft Word, Data Analysis
Education
The George Washington University - School of Business 2012 — 2013
Master of Science (M.S.) in Information Technology, Information Technology
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Information Systems
Roslyn High School 2004 — 2008
Sam McKinstry Sam McKinstry's Raymond James Financial Inc. Experience May 2014 - August 2014
Job EY Transaction Advisory Services Intern
Industry Financial Services
Experience
EY June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Narwhal Capital Management May 2013 - August 2013
J. Christopher's April 2010 - May 2013
Skills
Interpersonal..., Microsoft Excel, Public Speaking, Basic Accounting, Accounting
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Marist School 2007 — 2012
EY June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Narwhal Capital Management May 2013 - August 2013
J. Christopher's April 2010 - May 2013
Skills
Interpersonal..., Microsoft Excel, Public Speaking, Basic Accounting, Accounting
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Marist School 2007 — 2012
Katherine Pugh, CPA Katherine Pugh, CPA's Raymond James Financial Inc. Experience May 2013 - June 2014
Job Audit Senior Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Deloitte June 2014 - August 2014
Raymond James Financial Inc. May 2013 - June 2014
Alpha Delta Pi Sorority January 2013 - January 2014
Alpha Delta Pi Sorority November 2011 - December 2012
Alpha Delta Pi Sorority January 2011 - November 2011
Le Bonheur Children's Research Hospital May 2010 - November 2010
Skills
Microsoft Office Excel..., Leadership, Recruiting, Time Management, Analysis, Event Planning, Accounting, Teamwork, Marketing, Microsoft Word, Public Speaking, Social Media
Education
The University of Memphis 2010 — 2014
Accounting, Business
Bartlett High School 2006 — 2010
Deloitte September 2014 - Present
Deloitte June 2014 - August 2014
Raymond James Financial Inc. May 2013 - June 2014
Alpha Delta Pi Sorority January 2013 - January 2014
Alpha Delta Pi Sorority November 2011 - December 2012
Alpha Delta Pi Sorority January 2011 - November 2011
Le Bonheur Children's Research Hospital May 2010 - November 2010
Skills
Microsoft Office Excel..., Leadership, Recruiting, Time Management, Analysis, Event Planning, Accounting, Teamwork, Marketing, Microsoft Word, Public Speaking, Social Media
Education
The University of Memphis 2010 — 2014
Accounting, Business
Bartlett High School 2006 — 2010
Paul Jacob's Raymond James Financial Inc. Experience June 2011 - July 2013
Job Senior Analyst at Chickasaw Capital Management, LLC
Industry Capital Markets
Experience
Chickasaw Capital Management, LLC May 2014 - Present
Credit Suisse July 2013 - April 2014
Raymond James Financial Inc. June 2011 - July 2013
The College of William and Mary August 2009 - June 2011
2009 - Parsons Brinckerhoff March 2009 - July 2009
David Evans and Associates, Inc. July 2007 - March 2009
Chavagnes International College August 2006 - July 2007
David Evans and Associates, Inc September 2002 - August 2006
City & County of Denver December 1999 - July 2002
Skills
Data Analysis, Financial Analysis, Analysis, Bloomberg, Portfolio Management, Microsoft Excel, Financial Modeling, Valuation, Finance, Business Analysis, Market Research, Forecasting, Research, Management Consulting, Equities, Equity Research, Business Strategy
Education
The College of William and Mary - The Mason School of Business 2009 — 2011
MBA, Finance
University of Colorado College of Engineering 1999 — 2003
B.S, and Applied Sciences; Civil Engineering; Structural Engineering
Chickasaw Capital Management, LLC May 2014 - Present
Credit Suisse July 2013 - April 2014
Raymond James Financial Inc. June 2011 - July 2013
The College of William and Mary August 2009 - June 2011
2009 - Parsons Brinckerhoff March 2009 - July 2009
David Evans and Associates, Inc. July 2007 - March 2009
Chavagnes International College August 2006 - July 2007
David Evans and Associates, Inc September 2002 - August 2006
City & County of Denver December 1999 - July 2002
Skills
Data Analysis, Financial Analysis, Analysis, Bloomberg, Portfolio Management, Microsoft Excel, Financial Modeling, Valuation, Finance, Business Analysis, Market Research, Forecasting, Research, Management Consulting, Equities, Equity Research, Business Strategy
Education
The College of William and Mary - The Mason School of Business 2009 — 2011
MBA, Finance
University of Colorado College of Engineering 1999 — 2003
B.S, and Applied Sciences; Civil Engineering; Structural Engineering
Russell Keathley's Raymond James Financial Inc. Experience November 2013 - Present
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. November 2013 - Present
FTI Consulting March 2013 - October 2013
Cantor Fitzgerald June 2012 - September 2012
Georgetown University October 2011 - March 2012
Skills
Microsoft Excel, Stata, ArcGIS, Bloomberg Terminal, Investment Banking, Valuation Modeling, Linear Regression, Capital IQ, FactSet, DCF Valuation, Regression Models, Visual Basic, Healthcare Economics, Pharmaceutical Research, Hospital M&A, Tableau, Valuation, Equity Research, Econometrics, Equity Capital Markets, Debt Capital Markets, Mergers & Acquisitions, Bloomberg, Financial Modeling, Analysis, Health Economics, Statistics, Capital Markets, Financial Analysis, Research, Microsoft Office
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), Economics; Pre-Med
Milton Academy 2004 — 2008
Raymond James Financial Inc. November 2013 - Present
FTI Consulting March 2013 - October 2013
Cantor Fitzgerald June 2012 - September 2012
Georgetown University October 2011 - March 2012
Skills
Microsoft Excel, Stata, ArcGIS, Bloomberg Terminal, Investment Banking, Valuation Modeling, Linear Regression, Capital IQ, FactSet, DCF Valuation, Regression Models, Visual Basic, Healthcare Economics, Pharmaceutical Research, Hospital M&A, Tableau, Valuation, Equity Research, Econometrics, Equity Capital Markets, Debt Capital Markets, Mergers & Acquisitions, Bloomberg, Financial Modeling, Analysis, Health Economics, Statistics, Capital Markets, Financial Analysis, Research, Microsoft Office
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), Economics; Pre-Med
Milton Academy 2004 — 2008
Robert Fink's Raymond James Financial Inc. Experience May 2009 - July 2009
Job MBA Candidate at Chicago Booth
Industry Research
Experience
Groupon June 2015 - August 2015
The Home Depot March 2013 - July 2014
The Home Depot July 2012 - March 2013
Bank of America Merrill Lynch July 2010 - June 2012
Raymond James Financial Inc. May 2009 - July 2009
Brookwood Associates July 2008 - August 2008
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science (BS), Business Administration
Groupon June 2015 - August 2015
The Home Depot March 2013 - July 2014
The Home Depot July 2012 - March 2013
Bank of America Merrill Lynch July 2010 - June 2012
Raymond James Financial Inc. May 2009 - July 2009
Brookwood Associates July 2008 - August 2008
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science (BS), Business Administration
Robert Gargrave Robert Gargrave's Raymond James Financial Inc. Experience 1998 - 2013
Job Application Software Engineer
Industry Information Technology and Services
Experience
Wells Fargo February 2015 - Present
Wells Fargo July 2013 - December 2014
Raymond James Financial Inc. 1998 - 2013
Skills
C#, .NET, Software Development, SQL Server Management..., Microsoft SQL Server, SQL, Software Engineering, Accounting System, COBOL, HP NonStop, ITP-Panorama, Payroll Services, StarTeam, IBM websphere MQ, Service Desk, Control-M, Requirements Analysis, SharePoint, Databases, SSRS, WebSphere MQ, SSIS, T-SQL, Business Analysis, Systems Analysis, SDLC, Requirements Gathering, Visio, Software Project..., Agile Methodologies, Enterprise Architecture, SOA
Education
The Ohio State University
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Wells Fargo February 2015 - Present
Wells Fargo July 2013 - December 2014
Raymond James Financial Inc. 1998 - 2013
Skills
C#, .NET, Software Development, SQL Server Management..., Microsoft SQL Server, SQL, Software Engineering, Accounting System, COBOL, HP NonStop, ITP-Panorama, Payroll Services, StarTeam, IBM websphere MQ, Service Desk, Control-M, Requirements Analysis, SharePoint, Databases, SSRS, WebSphere MQ, SSIS, T-SQL, Business Analysis, Systems Analysis, SDLC, Requirements Gathering, Visio, Software Project..., Agile Methodologies, Enterprise Architecture, SOA
Education
The Ohio State University
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Andy Metcalf Andy Metcalf's Raymond James Financial Inc. Experience November 2012 - August 2013
Job Financial Services
Industry Financial Services
Experience
Wunderlich Securities August 2013 - February 2015
Raymond James Financial Inc. November 2012 - August 2013
Raymond James Morgan Keegan March 2012 - November 2012
Morgan Keegan & Co., Inc September 2010 - March 2012
2010 Mass Mutual January 2010 - September 2010
Morgan Keegan & Co. Inc May 2008 - December 2009
Regions Bank June 2007 - May 2008
Atlanta Silverbacks January 2007 - June 2007
Major League Soccer January 2006 - December 2006
Skills
TN Rush Youth Soccer..., Series 7, Series 66, Spanish-speaking, Soccer, Financial Services, FINRA, Finance, 401k, Financial Advisory, Wealth Management...
Education
Union University 2010 — 2012
MBA, Business Administration and Management, General, 4.0/4.0
The University of Memphis 2002 — 2007
Bachelor's, International Business, 3.41/4.0
Wunderlich Securities August 2013 - February 2015
Raymond James Financial Inc. November 2012 - August 2013
Raymond James Morgan Keegan March 2012 - November 2012
Morgan Keegan & Co., Inc September 2010 - March 2012
2010 Mass Mutual January 2010 - September 2010
Morgan Keegan & Co. Inc May 2008 - December 2009
Regions Bank June 2007 - May 2008
Atlanta Silverbacks January 2007 - June 2007
Major League Soccer January 2006 - December 2006
Skills
TN Rush Youth Soccer..., Series 7, Series 66, Spanish-speaking, Soccer, Financial Services, FINRA, Finance, 401k, Financial Advisory, Wealth Management...
Education
Union University 2010 — 2012
MBA, Business Administration and Management, General, 4.0/4.0
The University of Memphis 2002 — 2007
Bachelor's, International Business, 3.41/4.0
Roy Sparkman, CFP ® Roy Sparkman, CFP ®'s Raymond James Financial Inc. Experience March 1998 - March 2013
Job President at Sparkman Private Wealth Management
Industry Financial Services
Experience
Sparkman Private Wealth Management September 2013 - Present
Sparkman Private Wealth Management April 2013 - Present
Raymond James Financial Inc. March 1998 - March 2013
Skills
Customer Service, Securities, Management, Wealth Management, Financial Advisory, Series 24, FINRA, Marketing, Series 7, Start-ups, Sales, Investments, Leadership, Financial Services, Team Leadership, Finance, Project Management, Series 63, New Business Development, Financial Modeling, Asset Managment, Strategy, Executive Management, Mergers & Acquisitions, Portfolio Management, Financial Analysis, Public Speaking
Education
Texas Tech University 1973 — 1977
Business Administration, BBA Marketing
Sparkman Private Wealth Management September 2013 - Present
Sparkman Private Wealth Management April 2013 - Present
Raymond James Financial Inc. March 1998 - March 2013
Skills
Customer Service, Securities, Management, Wealth Management, Financial Advisory, Series 24, FINRA, Marketing, Series 7, Start-ups, Sales, Investments, Leadership, Financial Services, Team Leadership, Finance, Project Management, Series 63, New Business Development, Financial Modeling, Asset Managment, Strategy, Executive Management, Mergers & Acquisitions, Portfolio Management, Financial Analysis, Public Speaking
Education
Texas Tech University 1973 — 1977
Business Administration, BBA Marketing
William Riley William Riley's Raymond James Financial Inc. Experience January 2000 - January 2008
Job Chief Executive Officer, Chief Compliance Officer at Riley Wealth Management, LLC
Industry Financial Services
Experience
Riley Wealth Management, LLC January 2008 - Present
Raymond James January 2003 - January 2008
Raymond James January 2003 - January 2008
Raymond James Financial Inc. January 2000 - January 2008
Paine Webber January 2000 - January 2003
UBS January 2000 - January 2003
Merrill Lynch January 1992 - January 1996
Skills
Financial Planning, Portfolio Management, Wealth, Wealth Management, Retirement Planning, Series 7, Tax, Alternative Investments, Asset Management, Mutual Funds, Securities, Estate Planning, Compliance, Equities, Mergers, Annuities, Risk Management, Investments, Investment Advisory, Funding, Series 63, Insurance, Coaching, Financial Advisory, Planning, Retirement, Process Improvement, Strategic Planning, Small Business, Financial Analysis, Customer Relations, Business Planning, Team Building, Analysis, Asset Allocation, Budgeting, Investment Strategies, Asset Protection, Institutional, ETFs, Finance, Fixed Annuities, Mergers, Strategic Financial..., Wealth Management...
Education
Texas Christian University 1969 — 1971
BBA, Business
fort worth country day 1966 — 1969
eastern hills high
Riley Wealth Management, LLC January 2008 - Present
Raymond James January 2003 - January 2008
Raymond James January 2003 - January 2008
Raymond James Financial Inc. January 2000 - January 2008
Paine Webber January 2000 - January 2003
UBS January 2000 - January 2003
Merrill Lynch January 1992 - January 1996
Skills
Financial Planning, Portfolio Management, Wealth, Wealth Management, Retirement Planning, Series 7, Tax, Alternative Investments, Asset Management, Mutual Funds, Securities, Estate Planning, Compliance, Equities, Mergers, Annuities, Risk Management, Investments, Investment Advisory, Funding, Series 63, Insurance, Coaching, Financial Advisory, Planning, Retirement, Process Improvement, Strategic Planning, Small Business, Financial Analysis, Customer Relations, Business Planning, Team Building, Analysis, Asset Allocation, Budgeting, Investment Strategies, Asset Protection, Institutional, ETFs, Finance, Fixed Annuities, Mergers, Strategic Financial..., Wealth Management...
Education
Texas Christian University 1969 — 1971
BBA, Business
fort worth country day 1966 — 1969
eastern hills high
Mackenzie Paddock's Raymond James Financial Inc. Experience May 2013 - August 2013
Job Summer Financial Analyst FLITE Program at AT&T
Industry Financial Services
Experience
AT&T May 2015 - Present
AT&T May 2014 - August 2014
Raymond James Financial Inc. May 2013 - August 2013
Skills
Friendly Personality, Social Skills, Learning Quickly, Interpersonal..., Determination to Succeed, Time Management, Oral & Written..., Goal Oriented, Volunteering, Organized, Finance, Microsoft Office, Video Conferencing, Telecommunications, Financial Analysis, Critical Thinking, Team-oriented, Highly detail oriented, Microsoft Excel, Analytical Skills, Dependable Team Player, Integrity, Management, Spanish-speaking, Close Attention to..., People Skills, PowerPoint, Public Speaking, Leadership, Microsoft Word, Social Media
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Grosse Pointe South 2008 — 2012
AT&T May 2015 - Present
AT&T May 2014 - August 2014
Raymond James Financial Inc. May 2013 - August 2013
Skills
Friendly Personality, Social Skills, Learning Quickly, Interpersonal..., Determination to Succeed, Time Management, Oral & Written..., Goal Oriented, Volunteering, Organized, Finance, Microsoft Office, Video Conferencing, Telecommunications, Financial Analysis, Critical Thinking, Team-oriented, Highly detail oriented, Microsoft Excel, Analytical Skills, Dependable Team Player, Integrity, Management, Spanish-speaking, Close Attention to..., People Skills, PowerPoint, Public Speaking, Leadership, Microsoft Word, Social Media
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Grosse Pointe South 2008 — 2012
Andrea Pitman Andrea Pitman's Raymond James Financial Inc. Experience February 2013 - April 2013
Job Benefits Analyst II at Service Master
Industry Human Resources
Experience
Service Master June 2015 - Present
AutoZone April 2013 - June 2015
Raymond James Financial Inc. February 2013 - April 2013
Morgan Keegan June 2011 - February 2013
Morgan Keegan October 2007 - June 2011
Skills
Certified by Microsoft..., Microsoft Office, SharePoint, Phase 3, Adobe, Outlook, PeopleSoft, Inter-personal, Management, Communication, Training, Interviews, Project Planning, Project Management, Schedules, Coordinating Events, Customer Service, Highly detail oriented, Anticipation, Teamwork, IRAs, Microsoft Excel, Microsoft Word, Series 99, Recruiting, Financial Analysis, New Hire Orientations, Leadership
Education
The University of Memphis 2003 — 2007
Bachelor of Business Administration (B.B.A.), International Business
Westminster Academy 1999 — 2003
Service Master June 2015 - Present
AutoZone April 2013 - June 2015
Raymond James Financial Inc. February 2013 - April 2013
Morgan Keegan June 2011 - February 2013
Morgan Keegan October 2007 - June 2011
Skills
Certified by Microsoft..., Microsoft Office, SharePoint, Phase 3, Adobe, Outlook, PeopleSoft, Inter-personal, Management, Communication, Training, Interviews, Project Planning, Project Management, Schedules, Coordinating Events, Customer Service, Highly detail oriented, Anticipation, Teamwork, IRAs, Microsoft Excel, Microsoft Word, Series 99, Recruiting, Financial Analysis, New Hire Orientations, Leadership
Education
The University of Memphis 2003 — 2007
Bachelor of Business Administration (B.B.A.), International Business
Westminster Academy 1999 — 2003
Tiffany Toper Tiffany Toper's Raymond James Financial Inc. Experience May 2013 - Present
Job Program Manager at Raymond James Financial Inc.
Industry Computer Software
Experience
Raymond James Financial Inc. May 2013 - Present
Raymond James Financial January 2012 - May 2013
Raymond James Financial Inc. August 2008 - January 2012
Gentiva November 2007 - August 2008
Real Solutions North America RSNA October 2007 - November 2007
Retail Teamwork February 2006 - October 2007
Soft Computer Consultants (SCC) 2004 - 2006
Datamax 2001 - 2003
Skills
SDLC, Quality Assurance, Web Design, Business Continuity, Training Videos, Disaster Recovery, Marketing
Education
Texas A&M University 1992 — 1996
BA, English
Nimitz High School
Raymond James Financial Inc. May 2013 - Present
Raymond James Financial January 2012 - May 2013
Raymond James Financial Inc. August 2008 - January 2012
Gentiva November 2007 - August 2008
Real Solutions North America RSNA October 2007 - November 2007
Retail Teamwork February 2006 - October 2007
Soft Computer Consultants (SCC) 2004 - 2006
Datamax 2001 - 2003
Skills
SDLC, Quality Assurance, Web Design, Business Continuity, Training Videos, Disaster Recovery, Marketing
Education
Texas A&M University 1992 — 1996
BA, English
Nimitz High School
Nickindar Singh's Raymond James Financial Inc. Experience May 2012 - August 2014
Job Software Engineer at Federal Reserve Bank of Boston
Industry Computer Software
Experience
Federal Reserve Bank of Boston August 2014 - Present
Raymond James Financial Inc. May 2012 - August 2014
Carnival Cruise Lines November 2010 - May 2012
Motorola February 2009 - November 2010
American Electric Power September 2008 - February 2009
Astute Solutions 2003 - 2008
Skills
Software Development, Software Engineering, Telecommunications, XML, SQL, C#, Agile Methodologies, JavaScript, Testing, .Net all versions, MVC, Entity Framework, ASP.NET, jQuery, AJAX, Web development..., F#, ASP.NET MVC
Education
The Ohio State University Fisher College of Business 2006 — 2010
University of Illinois at Urbana-Champaign 1987 — 1991
Federal Reserve Bank of Boston August 2014 - Present
Raymond James Financial Inc. May 2012 - August 2014
Carnival Cruise Lines November 2010 - May 2012
Motorola February 2009 - November 2010
American Electric Power September 2008 - February 2009
Astute Solutions 2003 - 2008
Skills
Software Development, Software Engineering, Telecommunications, XML, SQL, C#, Agile Methodologies, JavaScript, Testing, .Net all versions, MVC, Entity Framework, ASP.NET, jQuery, AJAX, Web development..., F#, ASP.NET MVC
Education
The Ohio State University Fisher College of Business 2006 — 2010
University of Illinois at Urbana-Champaign 1987 — 1991
Lincoln Plews's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Fellow at Princeton in Asia
Industry International Affairs
Experience
Princeton in Asia July 2015 - Present
Office of Senator Joe Donnelly July 2014 - August 2014
Office of Senator Sherrod Brown May 2014 - July 2014
Office of Congressman André Carson July 2013 - August 2013
Life's Little Adventures Farm Inc. September 2012 - December 2012
Raymond James Financial Inc. June 2012 - August 2012
Skills
Experience with writing..., Ability to read and..., Strong research,..., Study of Chinese,..., Research, Nonprofits, Stata, Public Policy, Editing, Community Outreach, Public Speaking, Data Analysis, Economics, Social Media, Qualitative Research, Microsoft Office, Policy Analysis, International Relations
Education
The College of Wooster 2011 — 2015
Bachelor of Arts, International Relations (Economics Concentration), GPA: 3.82
Park Tudor High School 2007 — 2011
Princeton in Asia July 2015 - Present
Office of Senator Joe Donnelly July 2014 - August 2014
Office of Senator Sherrod Brown May 2014 - July 2014
Office of Congressman André Carson July 2013 - August 2013
Life's Little Adventures Farm Inc. September 2012 - December 2012
Raymond James Financial Inc. June 2012 - August 2012
Skills
Experience with writing..., Ability to read and..., Strong research,..., Study of Chinese,..., Research, Nonprofits, Stata, Public Policy, Editing, Community Outreach, Public Speaking, Data Analysis, Economics, Social Media, Qualitative Research, Microsoft Office, Policy Analysis, International Relations
Education
The College of Wooster 2011 — 2015
Bachelor of Arts, International Relations (Economics Concentration), GPA: 3.82
Park Tudor High School 2007 — 2011
Alesha Isaacs Alesha Isaacs's Raymond James Financial Inc. Experience September 2008 - May 2010
Job Client Services Associate at True North Advisors
Industry Financial Services
Experience
True North Advisors November 2014 - Present
Strategic Financial Planning, Inc. February 2014 - September 2014
PFG Advisors February 2013 - June 2013
Raymond James Financial Inc. September 2008 - May 2010
American State Bank July 2007 - September 2008
Community Bank/Bank of America March 2003 - March 2004
Education
Texas Tech University 2011 — 2013
Bachelor's of Science, Personal Financial Planning, 4.0 Summa Cum Laude
True North Advisors November 2014 - Present
Strategic Financial Planning, Inc. February 2014 - September 2014
PFG Advisors February 2013 - June 2013
Raymond James Financial Inc. September 2008 - May 2010
American State Bank July 2007 - September 2008
Community Bank/Bank of America March 2003 - March 2004
Education
Texas Tech University 2011 — 2013
Bachelor's of Science, Personal Financial Planning, 4.0 Summa Cum Laude
Jackie Merrick's Raymond James Financial Inc. Experience October 2011 - April 2015
Job Private Wealth Advisors Registered Representative, RJFS at Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank April 2015 - Present
Raymond James Financial Inc. October 2011 - April 2015
JPMorgan Private Wealth Management January 2009 - October 2011
JPMorgan Chase Bank, N.A. May 2007 - January 2009
Texas Global May 2006 - May 2007
Education
Texas A&M University - Mays Business School 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cedar Park High School
Texas Capital Bank April 2015 - Present
Raymond James Financial Inc. October 2011 - April 2015
JPMorgan Private Wealth Management January 2009 - October 2011
JPMorgan Chase Bank, N.A. May 2007 - January 2009
Texas Global May 2006 - May 2007
Education
Texas A&M University - Mays Business School 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cedar Park High School
Chris Fienup's Raymond James Financial Inc. Experience August 2014 - Present
Job SVP, Trading Raymond James, SIMs
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Duncan Williams August 2012 - August 2014
FTN Financial January 2008 - August 2012
Echo Partners 2006 - 2008
FTN Financial 2003 - 2005
Skills
Capital Markets, Fixed Income, Derivatives, Trading, Financial Analysis, Interest Rate Risk..., Portfolio Management, Investments, Series 7, Financial Risk, Credit Analysis, Series 63, Bloomberg, Hedging, Equities, Bonds, Financial Modeling, Risk Management, Options, Securities
Education
The University of Memphis 2002 — 2003
Master's degree, Business Administration and Management, General
University of Mississippi 1998 — 2002
Bachelor's degree, Finance and Marketing
Raymond James Financial Inc. August 2014 - Present
Duncan Williams August 2012 - August 2014
FTN Financial January 2008 - August 2012
Echo Partners 2006 - 2008
FTN Financial 2003 - 2005
Skills
Capital Markets, Fixed Income, Derivatives, Trading, Financial Analysis, Interest Rate Risk..., Portfolio Management, Investments, Series 7, Financial Risk, Credit Analysis, Series 63, Bloomberg, Hedging, Equities, Bonds, Financial Modeling, Risk Management, Options, Securities
Education
The University of Memphis 2002 — 2003
Master's degree, Business Administration and Management, General
University of Mississippi 1998 — 2002
Bachelor's degree, Finance and Marketing
Steve Brannon's Raymond James Financial Inc. Experience 2000 - 2002
Job Managing Director Mezzanine Capital at BlueArc Capital Management
Industry Venture Capital & Private Equity
Experience
BlueArc Capital Management June 2015 - Present
Nancy Creek Capital May 2006 - Present
Action Air, LLC 2002 - 2006
Raymond James Financial Inc. 2000 - 2002
KPMG 1996 - 1998
NationsBank 1993 - 1996
Skills
Private Equity
Education
The University of Chicago 1998 — 2000
MBA, Finance
The University of Chicago Booth School of Business 1998 — 2000
BlueArc Capital Management June 2015 - Present
Nancy Creek Capital May 2006 - Present
Action Air, LLC 2002 - 2006
Raymond James Financial Inc. 2000 - 2002
KPMG 1996 - 1998
NationsBank 1993 - 1996
Skills
Private Equity
Education
The University of Chicago 1998 — 2000
MBA, Finance
The University of Chicago Booth School of Business 1998 — 2000
Dru Rushing's Raymond James Financial Inc. Experience September 2012 - Present
Job Investment Banking at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. September 2012 - Present
Citi August 2010 - November 2012
Cowen and Company October 2009 - August 2010
Skills
Investment Banking, Capital Markets, Equities, Corporate Finance, Financial Modeling, Risk Management, Valuation
Education
The Citadel 2005 — 2009
BADM Accounting, Business Administration [Accounting Concentration]
Raymond James Financial Inc. September 2012 - Present
Citi August 2010 - November 2012
Cowen and Company October 2009 - August 2010
Skills
Investment Banking, Capital Markets, Equities, Corporate Finance, Financial Modeling, Risk Management, Valuation
Education
The Citadel 2005 — 2009
BADM Accounting, Business Administration [Accounting Concentration]
John P. Campbell's Raymond James Financial Inc. Experience April 2012 - Present
Job Operations Supervisor Voluntary Corporate Actions at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan & Co. Inc. August 2000 - April 2012
JAG Sports Inc. d.b.a Play it Again Sports 1995 - 2000
Skills
Corporate Actions, Reorganization, Operations
Education
The University of Memphis 1997 — 2000
Bachelor of Business Administration (BBA), Finance, General
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan & Co. Inc. August 2000 - April 2012
JAG Sports Inc. d.b.a Play it Again Sports 1995 - 2000
Skills
Corporate Actions, Reorganization, Operations
Education
The University of Memphis 1997 — 2000
Bachelor of Business Administration (BBA), Finance, General
Susie Reyes's Raymond James Financial Inc. Experience March 2013 - Present
Job Sr Operations Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2013 - Present
JPMorgan Chase March 2012 - March 2013
JPMorgan Chase September 2009 - March 2012
GE 2008 - May 2009
GE Money Americas June 2006 - January 2008
GE Money August 2005 - June 2006
GE Money January 2003 - January 2005
GE Money January 2001 - January 2003
Ahrens Financial Systems 1995 - 2000
Skills
Process Improvement, Change Management, Six Sigma, Cross-functional Team..., Team Building, Business Process..., Call Centers, Requirements Analysis, CRM, New Business Development, Budgets, Strategy, Management, Leadership, Business Process, Project Management, SDLC, Performance Management, Strategic Planning, Business Analysis, Management Consulting, Integration, Risk Management, Process Engineering, Training
Education
University of Kansas 1990 — 1993
Bachelor of Science (BS), Mathematics
Raymond James Financial Inc. March 2013 - Present
JPMorgan Chase March 2012 - March 2013
JPMorgan Chase September 2009 - March 2012
GE 2008 - May 2009
GE Money Americas June 2006 - January 2008
GE Money August 2005 - June 2006
GE Money January 2003 - January 2005
GE Money January 2001 - January 2003
Ahrens Financial Systems 1995 - 2000
Skills
Process Improvement, Change Management, Six Sigma, Cross-functional Team..., Team Building, Business Process..., Call Centers, Requirements Analysis, CRM, New Business Development, Budgets, Strategy, Management, Leadership, Business Process, Project Management, SDLC, Performance Management, Strategic Planning, Business Analysis, Management Consulting, Integration, Risk Management, Process Engineering, Training
Education
University of Kansas 1990 — 1993
Bachelor of Science (BS), Mathematics
Brandon Ratzlaff, CFP®, AIF®'s Raymond James Financial Inc. Experience 2005 - 2006
Job Private Wealth Advisor
Industry Investment Management
Experience
Carter Financial Management 2006 - Present
Raymond James Financial Inc. 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Retirement Planning, Asset Allocation, Estate Planning, High Net Worth..., Financial Planning, Investment Strategies, Alternative Investments, Private Wealth...
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2010
MBA
Texas Tech University - Rawls College of Business 2002 — 2003
M.Sc.
Texas Tech University - Rawls College of Business 1997 — 2002
BBA
Carter Financial Management 2006 - Present
Raymond James Financial Inc. 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Retirement Planning, Asset Allocation, Estate Planning, High Net Worth..., Financial Planning, Investment Strategies, Alternative Investments, Private Wealth...
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2010
MBA
Texas Tech University - Rawls College of Business 2002 — 2003
M.Sc.
Texas Tech University - Rawls College of Business 1997 — 2002
BBA
Cheri Measom's Raymond James Financial Inc. Experience 2003 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Raymond James Financial Inc. 2003 - Present
Fidelity Investments 1986 - 1989
Skills
Financial Planning, Financial Services, Retirement/Financial..., Strategic Financial..., Portfolio Management, Portfolio Evaluation, Strategic Planning, Public Speaking, Leadership, Management, Series 7, Mutual Funds, Retirement, Mediation, Business Strategy, Negotiation, Team Building, Program Management, Vendor Management, Financial Presenting, Retirement Sales, Personal Income Tax..., Business Planning, Management Consulting, Analysis, Account Management, Insurance, Sales Management, Sales, Advertising, Marketing, Training, Marketing Strategy, Contract Negotiation, Start-ups, Coaching, Team Leadership
Education
University of Utah 1981 — 1986
Bachelor of Arts (BA), Business Finance
The University of Dallas
Master of Business Administration (MBA), International Management
Raymond James Financial Inc. 2003 - Present
Fidelity Investments 1986 - 1989
Skills
Financial Planning, Financial Services, Retirement/Financial..., Strategic Financial..., Portfolio Management, Portfolio Evaluation, Strategic Planning, Public Speaking, Leadership, Management, Series 7, Mutual Funds, Retirement, Mediation, Business Strategy, Negotiation, Team Building, Program Management, Vendor Management, Financial Presenting, Retirement Sales, Personal Income Tax..., Business Planning, Management Consulting, Analysis, Account Management, Insurance, Sales Management, Sales, Advertising, Marketing, Training, Marketing Strategy, Contract Negotiation, Start-ups, Coaching, Team Leadership
Education
University of Utah 1981 — 1986
Bachelor of Arts (BA), Business Finance
The University of Dallas
Master of Business Administration (MBA), International Management
Brandi Kachouri, MPH's Raymond James Financial Inc. Experience November 2012 - Present
Job Registered Representative at Raymond James Financial Services Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
Horseshoe Casino November 2010 - March 2012
UHS March 2009 - September 2010
Horseshoe Casino February 2005 - October 2008
Skills
International Business, Leadership, Intercultural..., Customer Satisfaction, Administrative..., Healthcare improvement, Medical Terminology, HIPAA, Operations Management, Healthcare, Finance, Healthcare Industry, Customer Retention, French, Corporate Finance, Managerial Finance, Public Health, Healthcare Management, Microsoft Office, Nonprofits, Research, Team Building, Budgets
Education
The University of Memphis 2013 — 2015
Master of Public Health (MPH), Public Health
The University of Memphis 2011 — 2013
Bachelor of Business Administration (BBA), International Business, 3.32
Northwest MS Communty College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.7
Raymond James Financial Inc. November 2012 - Present
Horseshoe Casino November 2010 - March 2012
UHS March 2009 - September 2010
Horseshoe Casino February 2005 - October 2008
Skills
International Business, Leadership, Intercultural..., Customer Satisfaction, Administrative..., Healthcare improvement, Medical Terminology, HIPAA, Operations Management, Healthcare, Finance, Healthcare Industry, Customer Retention, French, Corporate Finance, Managerial Finance, Public Health, Healthcare Management, Microsoft Office, Nonprofits, Research, Team Building, Budgets
Education
The University of Memphis 2013 — 2015
Master of Public Health (MPH), Public Health
The University of Memphis 2011 — 2013
Bachelor of Business Administration (BBA), International Business, 3.32
Northwest MS Communty College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.7
Rick Spell's Raymond James Financial Inc. Experience 2012 - Present
Job Managing Director at Raymond James, President Raymond James Mortgage Comany, Inc
Industry Investment Banking
Experience
Raymond James Financial Inc. 2012 - Present
Education
The University of Memphis
Bachelor's Degree, Accounting and Finance
Raymond James Financial Inc. 2012 - Present
Education
The University of Memphis
Bachelor's Degree, Accounting and Finance
James Weymouth's Raymond James Financial Inc. Experience July 2014 - Present
Job Senior Vice President
Industry Investment Management
Experience
Raymond James Financial Inc. July 2014 - Present
J.P. Morgan June 1990 - July 2014
Education
The University of Georgia
BA, Economics
Raymond James Financial Inc. July 2014 - Present
J.P. Morgan June 1990 - July 2014
Education
The University of Georgia
BA, Economics
Charles Anglin, CFA CFP®'s Raymond James Financial Inc. Experience June 2009 - August 2013
Job Cahaba Wealth Management
Industry Investment Management
Experience
Raymond James Financial Inc. June 2009 - August 2013
Skills
Retirement Planning, Wealth Management
Education
The University of Georgia 2004 — 2009
Raymond James Financial Inc. June 2009 - August 2013
Skills
Retirement Planning, Wealth Management
Education
The University of Georgia 2004 — 2009
Andy Gaia's Raymond James Financial Inc. Experience October 2008 - April 2012
Job Director, Loan Trading at SunTrust Robinson Humphrey, Inc.
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2012 - Present
Raymond James Financial Inc. October 2008 - April 2012
Morgan Keegan September 1990 - September 2008
Union Planters Investment Bankers Group April 1988 - September 1990
Skills
Mortgage, Series 7, Investment Banking, Trading, Loans, Underwriting, Fixed Income, Credit
Education
The University of Memphis 1975 — 1981
BBA, Marketing/Finance
SunTrust Robinson Humphrey August 2012 - Present
Raymond James Financial Inc. October 2008 - April 2012
Morgan Keegan September 1990 - September 2008
Union Planters Investment Bankers Group April 1988 - September 1990
Skills
Mortgage, Series 7, Investment Banking, Trading, Loans, Underwriting, Fixed Income, Credit
Education
The University of Memphis 1975 — 1981
BBA, Marketing/Finance
Patrick Holder's Raymond James Financial Inc. Experience September 2001 - Present
Job Senior Vice President Institutional Fixed Income Sales
Industry Financial Services
Experience
Raymond James Financial Inc. September 2001 - Present
Skills
Capital Markets, Asset Management
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1998
M.B.A., Finance, General
The University of Georgia 1991 — 1993
BA English
Baylor School
Raymond James Financial Inc. September 2001 - Present
Skills
Capital Markets, Asset Management
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1998
M.B.A., Finance, General
The University of Georgia 1991 — 1993
BA English
Baylor School
Barton Withrow's Raymond James Financial Inc. Experience January 2009 - June 2012
Job Senior Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company June 2012 - Present
Raymond James Financial Inc. January 2009 - June 2012
RBC Capital Markets October 2002 - December 2008
Skills
Microsoft Office, Management, Microsoft Excel, Strategic Planning, Leadership, PowerPoint, Microsoft Word, Business Strategy, Investment Banking, Valuation, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Due Diligence
Education
The University of Texas at Austin 1983 — 1984
Master of Business Administration (M.B.A.), Finance, General, 3.92
Texas A&M University 1978 — 1982
Bachelor of Science (B.S.), Chemical Engineering
George K. Baum & Company June 2012 - Present
Raymond James Financial Inc. January 2009 - June 2012
RBC Capital Markets October 2002 - December 2008
Skills
Microsoft Office, Management, Microsoft Excel, Strategic Planning, Leadership, PowerPoint, Microsoft Word, Business Strategy, Investment Banking, Valuation, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Due Diligence
Education
The University of Texas at Austin 1983 — 1984
Master of Business Administration (M.B.A.), Finance, General, 3.92
Texas A&M University 1978 — 1982
Bachelor of Science (B.S.), Chemical Engineering
Christina Watlington's Raymond James Financial Inc. Experience November 2014 - Present
Job Supplier Risk Managment
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
KBR February 2013 - August 2014
KBR August 2011 - January 2013
KBR May 2008 - August 2011
Nestle Waters North America June 2007 - March 2008
US Army December 2005 - May 2007
United States Army June 2004 - December 2005
United States Army June 2003 - June 2004
United States Army June 2002 - January 2003
Skills
Government Contracting, Government Compliance, Procurement, Claims Resolution, Analysis, Multitasker, Self Starter, Team Leadership, Fast Learner, Compliance, Military, Logistics, Operational Planning, Operations Management, Process Improvement, Risk Management, E-Discovery, Audit, Negotiation, Security Clearance, Management, Defense, Human Resources, Army, Leadership, DoD, Government, Program Management, Auditing, Training, Litigation Support
Education
United States Military Academy at West Point
BS, Human Factors Engineering with a Systems Engineering track
The George Washington University - School of Business 2008 — 2010
Master's Certificate in Government Contracting
Raymond James Financial Inc. November 2014 - Present
KBR February 2013 - August 2014
KBR August 2011 - January 2013
KBR May 2008 - August 2011
Nestle Waters North America June 2007 - March 2008
US Army December 2005 - May 2007
United States Army June 2004 - December 2005
United States Army June 2003 - June 2004
United States Army June 2002 - January 2003
Skills
Government Contracting, Government Compliance, Procurement, Claims Resolution, Analysis, Multitasker, Self Starter, Team Leadership, Fast Learner, Compliance, Military, Logistics, Operational Planning, Operations Management, Process Improvement, Risk Management, E-Discovery, Audit, Negotiation, Security Clearance, Management, Defense, Human Resources, Army, Leadership, DoD, Government, Program Management, Auditing, Training, Litigation Support
Education
United States Military Academy at West Point
BS, Human Factors Engineering with a Systems Engineering track
The George Washington University - School of Business 2008 — 2010
Master's Certificate in Government Contracting
Paul Kuo's Raymond James Financial Inc. Experience 2002 - 2004
Job Managing Partner at Red Bridge Energy
Industry Investment Management
Experience
Red Bridge Energy November 2013 - Present
Proforma May 2013 - Present
Assessment Technologies LTD July 2012 - Present
Merrill Lynch July 2009 - December 2010
J.P. Morgan November 2004 - July 2009
Raymond James Financial Inc. 2002 - 2004
Merrill Lynch 2000 - 2001
USAA 1998 - 2000
Merrill Lynch 1992 - 1998
Skills
Corporate Strategy..., Marketing Strategy, New Business Development, Sales, Corporate Sales..., Certified Financial..., Investment Strategies, Hedge Funds, Private Equity, Private Banking, Alternative Investments, Real Estate, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Finance, Wealth Management, Financial Services, Due Diligence, Insurance, Estate Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA, Business Administration
Texas A&M University 1987 — 1991
Bachelor of Arts (BA), Chemistry
Red Bridge Energy November 2013 - Present
Proforma May 2013 - Present
Assessment Technologies LTD July 2012 - Present
Merrill Lynch July 2009 - December 2010
J.P. Morgan November 2004 - July 2009
Raymond James Financial Inc. 2002 - 2004
Merrill Lynch 2000 - 2001
USAA 1998 - 2000
Merrill Lynch 1992 - 1998
Skills
Corporate Strategy..., Marketing Strategy, New Business Development, Sales, Corporate Sales..., Certified Financial..., Investment Strategies, Hedge Funds, Private Equity, Private Banking, Alternative Investments, Real Estate, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Finance, Wealth Management, Financial Services, Due Diligence, Insurance, Estate Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA, Business Administration
Texas A&M University 1987 — 1991
Bachelor of Arts (BA), Chemistry
Jessica (Vaughn) Rando, MBA's Raymond James Financial Inc. Experience March 2009 - September 2009
Job Operations Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC April 2015 - Present
Wunderlich Securities September 2009 - April 2015
Raymond James Financial Inc. March 2009 - September 2009
UBS Financial Services August 2004 - December 2008
Education
Union University 2008 — 2011
Masters, Business Administration
The University of Memphis 2001 — 2006
Bachelors of Arts, Communications
Wells Fargo Advisors,LLC April 2015 - Present
Wunderlich Securities September 2009 - April 2015
Raymond James Financial Inc. March 2009 - September 2009
UBS Financial Services August 2004 - December 2008
Education
Union University 2008 — 2011
Masters, Business Administration
The University of Memphis 2001 — 2006
Bachelors of Arts, Communications
Noel Wells, MBA's Raymond James Financial Inc. Experience August 2007 - October 2008
Job Director, Fixed Income Product Management
Industry Investment Management
Experience
Columbia Threadneedle July 2015 - Present
Neuberger Berman January 2014 - July 2015
Eagle Asset Management June 2010 - January 2014
Eagle Asset Management November 2008 - May 2010
Raymond James Financial Inc. August 2007 - October 2008
Skills
Mutual Funds, Series 7, Investment Strategies, Sales, Uniform Combined State..., Equities, Fixed Income, Securities, Asset Allocation, Morningstar, Zephyr, factset, Public Speaking, Business Planning, Cold Calling, Separately Managed..., Series 65, Investment Management, Financial Markets, High Net Worth..., Stocks, Investments, Asset Management, Alternative Investments, Wealth Management, Marketing Strategy
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA), EMBA
The College of Wooster 2002 — 2006
Bachelor of Arts (B.A.), Psychology and Communications
Columbia Threadneedle July 2015 - Present
Neuberger Berman January 2014 - July 2015
Eagle Asset Management June 2010 - January 2014
Eagle Asset Management November 2008 - May 2010
Raymond James Financial Inc. August 2007 - October 2008
Skills
Mutual Funds, Series 7, Investment Strategies, Sales, Uniform Combined State..., Equities, Fixed Income, Securities, Asset Allocation, Morningstar, Zephyr, factset, Public Speaking, Business Planning, Cold Calling, Separately Managed..., Series 65, Investment Management, Financial Markets, High Net Worth..., Stocks, Investments, Asset Management, Alternative Investments, Wealth Management, Marketing Strategy
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA), EMBA
The College of Wooster 2002 — 2006
Bachelor of Arts (B.A.), Psychology and Communications
Murray Hornsby's Raymond James Financial Inc. Experience October 1996 - December 2002
Job Registered Investment Advisor at Hornsby Asset Management, LLC
Industry Financial Services
Experience
Hornsby Asset Management, LLC March 2014 - Present
Allstate Financial Services December 2002 - January 2014
Raymond James Financial Inc. October 1996 - December 2002
John Hancock Life Insurance Company (U.S.A.) April 1990 - October 1996
Skills
Investments, Wealth Management, Strategic Financial..., Asset Management, Insurance
Education
The University of Georgia 1966 — 1969
Bachelor of Arts, History and English Literature
FINRA
Hornsby Asset Management, LLC March 2014 - Present
Allstate Financial Services December 2002 - January 2014
Raymond James Financial Inc. October 1996 - December 2002
John Hancock Life Insurance Company (U.S.A.) April 1990 - October 1996
Skills
Investments, Wealth Management, Strategic Financial..., Asset Management, Insurance
Education
The University of Georgia 1966 — 1969
Bachelor of Arts, History and English Literature
FINRA
Liz Worsnop, CIMA®'s Raymond James Financial Inc. Experience March 2008 - June 2008
Job WBS Productivity Consultant
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors January 2014 - June 2014
Wells Fargo Advisors June 2008 - December 2013
Raymond James Financial Inc. March 2008 - June 2008
Morgan Keegan September 2001 - March 2008
UBS 1998 - 2001
Skills
Strategic Financial..., Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Uniform Combined State..., Mutual Funds, Investment Advisory, Risk Management, Series 65, Separately Managed..., Salesforce.com, Asset Based Lending, Asset Allocation, Financial Advisory, Alternative Investments, Financial Planning, Finance, Securities, Portfolio Management, Financial Services, Asset Management, Retirement, Equities
Education
Texas A&M University 1990 — 1994
BBA, Marketing & Management
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors January 2014 - June 2014
Wells Fargo Advisors June 2008 - December 2013
Raymond James Financial Inc. March 2008 - June 2008
Morgan Keegan September 2001 - March 2008
UBS 1998 - 2001
Skills
Strategic Financial..., Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Uniform Combined State..., Mutual Funds, Investment Advisory, Risk Management, Series 65, Separately Managed..., Salesforce.com, Asset Based Lending, Asset Allocation, Financial Advisory, Alternative Investments, Financial Planning, Finance, Securities, Portfolio Management, Financial Services, Asset Management, Retirement, Equities
Education
Texas A&M University 1990 — 1994
BBA, Marketing & Management
Drew Stelling's Raymond James Financial Inc. Experience August 2010 - August 2012
Job Vice President at The Burke Group, LLC
Industry Investment Banking
Experience
Heed Partners, LLC August 2012 - Present
The Burke Group, LLC August 2012 - Present
Raymond James Financial Inc. August 2010 - August 2012
Morgan Keegan June 2010 - August 2010
Skills
Investment Banking, Financial Institutions, Mergers & Acquisitions, Capital Raising, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Finance, Series 79, Series 63
Education
The University of Georgia 2006 — 2010
BBA, Finance
Heed Partners, LLC August 2012 - Present
The Burke Group, LLC August 2012 - Present
Raymond James Financial Inc. August 2010 - August 2012
Morgan Keegan June 2010 - August 2010
Skills
Investment Banking, Financial Institutions, Mergers & Acquisitions, Capital Raising, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Finance, Series 79, Series 63
Education
The University of Georgia 2006 — 2010
BBA, Finance
Shawna Larson's Raymond James Financial Inc. Experience March 2012 - Present
Job Financial Adviser at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. March 2012 - Present
Wells Fargo Investments May 1996 - 2012
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Series 7, Mutual Funds, Strategic Financial..., Investment Advisory, Asset Allocation, Financial Services, Retirement, Financial Modeling
Education
Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Raymond James Financial Inc. March 2012 - Present
Wells Fargo Investments May 1996 - 2012
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Series 7, Mutual Funds, Strategic Financial..., Investment Advisory, Asset Allocation, Financial Services, Retirement, Financial Modeling
Education
Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Daniel Chew, CA's Raymond James Financial Inc. Experience 2013 - Present
Job Equity Research Associate at Raymond James Ltd.
Industry Investment Banking
Experience
Raymond James Financial Inc. 2013 - Present
Bank of Tokyo-Mitsubishi UFJ 2010 - 2012
PricewaterhouseCoopers May 2005 - August 2010
Skills
Valuation, Capital Markets, US GAAP, Financial Modeling, Risk Management, Auditing, Finance, Mergers, IFRS, Mergers, Project Finance, Equity Research
Education
The University of British Columbia 2002 — 2006
Bachelor of Commerce (B.Com.)
Chartered Financial Analyst
Level 3 Candidate
Institute of Chartered Accountants BC
Chartered Accountant
Raymond James Financial Inc. 2013 - Present
Bank of Tokyo-Mitsubishi UFJ 2010 - 2012
PricewaterhouseCoopers May 2005 - August 2010
Skills
Valuation, Capital Markets, US GAAP, Financial Modeling, Risk Management, Auditing, Finance, Mergers, IFRS, Mergers, Project Finance, Equity Research
Education
The University of British Columbia 2002 — 2006
Bachelor of Commerce (B.Com.)
Chartered Financial Analyst
Level 3 Candidate
Institute of Chartered Accountants BC
Chartered Accountant
Arron Smalley's Raymond James Financial Inc. Experience February 2009 - January 2013
Job Sr Network Engineer at Autozone
Industry Consumer Services
Experience
Autozone July 2015 - Present
ServiceMaster January 2013 - July 2015
Raymond James Financial Inc. February 2009 - January 2013
Engineered Management Solutions August 2006 - February 2009
Skills
Cisco IOS, Active Directory, DNS, Cisco Technologies, Switches, DHCP, VPN, Cisco Nexus, Routers, Windows Server, Cisco Routers, Servers, Solarwinds, Riverbed, CCNA, NetMRI, MPLS Networking, Disaster Recovery, Project Management, Cisco Routing &..., Cisco ACS, Firewalls, Data Center
Education
The University of Memphis 2003 — 2008
Bachelor of Science (BS), Management of Information Systems
Autozone July 2015 - Present
ServiceMaster January 2013 - July 2015
Raymond James Financial Inc. February 2009 - January 2013
Engineered Management Solutions August 2006 - February 2009
Skills
Cisco IOS, Active Directory, DNS, Cisco Technologies, Switches, DHCP, VPN, Cisco Nexus, Routers, Windows Server, Cisco Routers, Servers, Solarwinds, Riverbed, CCNA, NetMRI, MPLS Networking, Disaster Recovery, Project Management, Cisco Routing &..., Cisco ACS, Firewalls, Data Center
Education
The University of Memphis 2003 — 2008
Bachelor of Science (BS), Management of Information Systems
Lucas Marler's Raymond James Financial Inc. Experience August 2014 - January 2015
Job Reporting Specialist II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - January 2015
Raymond James Financial Inc. (formally Morgan Keegan & Co.) July 2012 - August 2014
Morgan Keegan & Co. February 2011 - July 2012
Guardsmark February 2010 - February 2011
TN ARMY NATIONAL GUARD November 1999 - November 2009
FedEx April 2005 - October 2006
EMS Inc. June 2002 - December 2003
K & M Market January 2002 - September 2002
Bruton 4-Way Market June 1998 - May 2001
Skills
Security, Payroll, Leadership, Analytical Skills, Close Attention to..., High Organizational..., Research, Microsoft Office, Communication, People Skills, Policy, Budgets
Education
The University of Memphis
Bachelor of Arts Degree, Psychology
3rd NCO ACADEMY
Primary Leadership Development Course
JACKSON STATE COMMUNITY COLLEGE
Associates of Applied Science Degree, General Studies
DEPARTMENT OF THE ARMY
US Army Military Police School Diploma
HARDIN COUNTY HIGH SCHOOL
High School Diploma
US ARMY FIELD ARTILLERY TRAINING CENTER
Basic Training and Cannon Crew Member Diploma
Raymond James Financial Inc. August 2014 - January 2015
Raymond James Financial Inc. (formally Morgan Keegan & Co.) July 2012 - August 2014
Morgan Keegan & Co. February 2011 - July 2012
Guardsmark February 2010 - February 2011
TN ARMY NATIONAL GUARD November 1999 - November 2009
FedEx April 2005 - October 2006
EMS Inc. June 2002 - December 2003
K & M Market January 2002 - September 2002
Bruton 4-Way Market June 1998 - May 2001
Skills
Security, Payroll, Leadership, Analytical Skills, Close Attention to..., High Organizational..., Research, Microsoft Office, Communication, People Skills, Policy, Budgets
Education
The University of Memphis
Bachelor of Arts Degree, Psychology
3rd NCO ACADEMY
Primary Leadership Development Course
JACKSON STATE COMMUNITY COLLEGE
Associates of Applied Science Degree, General Studies
DEPARTMENT OF THE ARMY
US Army Military Police School Diploma
HARDIN COUNTY HIGH SCHOOL
High School Diploma
US ARMY FIELD ARTILLERY TRAINING CENTER
Basic Training and Cannon Crew Member Diploma
Terry Starling's Raymond James Financial Inc. Experience February 2015 - Present
Job Equity Research Associate at Raymond James Financial Inc.
Industry Oil & Energy
Experience
Raymond James Financial Inc. February 2015 - Present
EMAS-AMC June 2012 - January 2015
Technip June 2011 - June 2012
Technip January 2007 - June 2011
US Army May 1996 - May 1999
Skills
Oil/Gas, Subsea Engineering, EPC, Pipelines, Structural Engineering, Engineering, Finite Element Analysis, ANSYS, Petroleum, Metal Fabrication, Abaqus, Gas, Petrochemical, Engineering Design, Upstream, FEED, Onshore, Project Engineering, Offshore Drilling, Pressure Vessels, Project Control, Inspection, ASME, Energy Industry, Piping, Oil & Gas
Education
Texas A&M University 2003 — 2006
BS, Civil Engineering
Raymond James Financial Inc. February 2015 - Present
EMAS-AMC June 2012 - January 2015
Technip June 2011 - June 2012
Technip January 2007 - June 2011
US Army May 1996 - May 1999
Skills
Oil/Gas, Subsea Engineering, EPC, Pipelines, Structural Engineering, Engineering, Finite Element Analysis, ANSYS, Petroleum, Metal Fabrication, Abaqus, Gas, Petrochemical, Engineering Design, Upstream, FEED, Onshore, Project Engineering, Offshore Drilling, Pressure Vessels, Project Control, Inspection, ASME, Energy Industry, Piping, Oil & Gas
Education
Texas A&M University 2003 — 2006
BS, Civil Engineering
Ashleigh Pettijohn, MBA's Raymond James Financial Inc. Experience January 2012 - August 2012
Job Senior Credit Analyst at Lone Star Ag Credit
Industry Financial Services
Experience
Lone Star Ag Credit August 2012 - Present
Raymond James Financial Inc. January 2012 - August 2012
Extraco Banks January 2010 - August 2012
Extraco Banks January 2010 - January 2012
Extraco Banks April 2007 - January 2010
Extraco Banks December 2006 - April 2007
Fikes Wholesale May 2006 - August 2006
Skills
Credit Analysis, Banking, Underwriting, Financial Analysis, Financial Risk, Risk Management, Risk Assessment, Insurance, Team Building, Strategic Planning, Analysis, Financial Advisory, Credit, Finance, Investments, Commercial Banking, Loans
Education
Tarleton State University 2006 — 2008
MBA, Finance, GPA 3.77
Texas Tech University 2000 — 2004
BBA, Finance
Lone Star Ag Credit August 2012 - Present
Raymond James Financial Inc. January 2012 - August 2012
Extraco Banks January 2010 - August 2012
Extraco Banks January 2010 - January 2012
Extraco Banks April 2007 - January 2010
Extraco Banks December 2006 - April 2007
Fikes Wholesale May 2006 - August 2006
Skills
Credit Analysis, Banking, Underwriting, Financial Analysis, Financial Risk, Risk Management, Risk Assessment, Insurance, Team Building, Strategic Planning, Analysis, Financial Advisory, Credit, Finance, Investments, Commercial Banking, Loans
Education
Tarleton State University 2006 — 2008
MBA, Finance, GPA 3.77
Texas Tech University 2000 — 2004
BBA, Finance
Megan Cobb's Raymond James Financial Inc. Experience August 2007 - May 2013
Job Credit Analyst at First Tennessee
Industry Financial Services
Experience
First Tennessee Bank June 2013 - Present
Raymond James Financial Inc. August 2007 - May 2013
Skills
Microsoft Excel, Finance, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Marketing, Sales
Education
The University of Memphis 2010 — 2012
Masters of Business Adminstration
The University of Memphis 2003 — 2007
Bachelor of Business Adminstration, Marketing
First Tennessee Bank June 2013 - Present
Raymond James Financial Inc. August 2007 - May 2013
Skills
Microsoft Excel, Finance, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Marketing, Sales
Education
The University of Memphis 2010 — 2012
Masters of Business Adminstration
The University of Memphis 2003 — 2007
Bachelor of Business Adminstration, Marketing
Beth Sacharin's Raymond James Financial Inc. Experience October 2012 - Present
Job Marketing Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2012 - Present
Morgan Keegan September 1994 - October 2012
Southern Leather Company August 1987 - September 1994
Skills
Proficient with..., Series 7, AIF - passed April 2011, Series 63, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Asset Management, Risk Management, Wealth Management
Education
The University of Memphis
Raymond James Financial Inc. October 2012 - Present
Morgan Keegan September 1994 - October 2012
Southern Leather Company August 1987 - September 1994
Skills
Proficient with..., Series 7, AIF - passed April 2011, Series 63, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Asset Management, Risk Management, Wealth Management
Education
The University of Memphis
Krystal Butler's Raymond James Financial Inc. Experience April 2013 - Present
Job Agency Trader at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. April 2013 - Present
Morgan Keegan September 2006 - March 2013
Morgan Keegan June 2004 - September 2006
Skills
Series 63, Series 7, Equities, Bloomberg, Trading Systems, Trading, Microsoft Office, Retail, Series 55
Education
The University of Memphis 2001 — 2004
B.B.A., Finance
University of Arkansas at Fayetteville 1999 — 2001
Raymond James Financial Inc. April 2013 - Present
Morgan Keegan September 2006 - March 2013
Morgan Keegan June 2004 - September 2006
Skills
Series 63, Series 7, Equities, Bloomberg, Trading Systems, Trading, Microsoft Office, Retail, Series 55
Education
The University of Memphis 2001 — 2004
B.B.A., Finance
University of Arkansas at Fayetteville 1999 — 2001
Brian Eason's Raymond James Financial Inc. Experience May 2009 - Present
Job Mortgage Trading Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. May 2009 - Present
Grace St. Luke's School August 2007 - November 2008
Skills
Microsoft Office, Risk Analysis, Mortgage Servicing, Residential Mortgages, Visual Basic, Loans, Credit Analysis, Portfolio Management, Microsoft Excel
Education
The University of Memphis 2007 — 2009
MBA
Rhodes College 2002 — 2006
BS, Computer Science
Raymond James Financial Inc. May 2009 - Present
Grace St. Luke's School August 2007 - November 2008
Skills
Microsoft Office, Risk Analysis, Mortgage Servicing, Residential Mortgages, Visual Basic, Loans, Credit Analysis, Portfolio Management, Microsoft Excel
Education
The University of Memphis 2007 — 2009
MBA
Rhodes College 2002 — 2006
BS, Computer Science
Brenda Bardo Conti's Raymond James Financial Inc. Experience September 1995 - Present
Job Business Applications Analyst (MS SharePoint), Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 1995 - Present
Morgan Keegan September 1995 - January 2013
Buckman Laboraties 1993 - 1995
Skills
SharePoint, Business Analysis, ASP.NET, SQL Server, Classic ASP, Microsoft Office, Web Project Management, Software Project..., Visual Studio, SharePoint Designer, Content Management, Training & Development, ASP, Active Directory, Employee Training, Help Desk Support, IT Strategy, Microsoft SQL Server, Project Management, Software Documentation, Troubleshooting
Education
The University of Memphis 1988 — 1993
Bachelor of Business Administration (BBA), Management Information Systems, General
Raymond James Financial Inc. September 1995 - Present
Morgan Keegan September 1995 - January 2013
Buckman Laboraties 1993 - 1995
Skills
SharePoint, Business Analysis, ASP.NET, SQL Server, Classic ASP, Microsoft Office, Web Project Management, Software Project..., Visual Studio, SharePoint Designer, Content Management, Training & Development, ASP, Active Directory, Employee Training, Help Desk Support, IT Strategy, Microsoft SQL Server, Project Management, Software Documentation, Troubleshooting
Education
The University of Memphis 1988 — 1993
Bachelor of Business Administration (BBA), Management Information Systems, General
Justin Cress's Raymond James Financial Inc. Experience March 2003 - 2007
Job President & CEO at Cress Wealth Strategies & SunDown Tan, LLC
Industry Financial Services
Experience
Cress Wealth Strategies & SunDown Tan, LLC 2007 - Present
Raymond James Financial Inc. March 2003 - 2007
Merrill Lynch June 2001 - September 2001
Education
The Ohio State University 1998 — 2003
Bachelor of Science (BS), Financial Planning and Services
Cress Wealth Strategies & SunDown Tan, LLC 2007 - Present
Raymond James Financial Inc. March 2003 - 2007
Merrill Lynch June 2001 - September 2001
Education
The Ohio State University 1998 — 2003
Bachelor of Science (BS), Financial Planning and Services
Frank Talbott IV's Raymond James Financial Inc. Experience December 1998 - Present
Job Managing Director at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. December 1998 - Present
Skills
Fixed Income, Capital Markets, Investments
Education
The College of William and Mary - The Mason School of Business 1978 — 1980
Master of Business Administration (M.B.A.)
University of Virginia 1974 — 1978
Bachelor of Arts (B.A.), Economics
Raymond James Financial Inc. December 1998 - Present
Skills
Fixed Income, Capital Markets, Investments
Education
The College of William and Mary - The Mason School of Business 1978 — 1980
Master of Business Administration (M.B.A.)
University of Virginia 1974 — 1978
Bachelor of Arts (B.A.), Economics
peter mcclure's Raymond James Financial Inc. Experience March 2005 - Present
Job Vice President at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2005 - Present
Skills
Investments, Series 7, Equities, Wealth Management, Asset Management, Securities, Portfolio Management, Alternative Investments, Retirement Planning, Investment Advisory, Asset Allocation, Fixed Income
Education
The George Washington University 1988 — 1992
BS, Operations Research
Raymond James Financial Inc. March 2005 - Present
Skills
Investments, Series 7, Equities, Wealth Management, Asset Management, Securities, Portfolio Management, Alternative Investments, Retirement Planning, Investment Advisory, Asset Allocation, Fixed Income
Education
The George Washington University 1988 — 1992
BS, Operations Research
Lou Coines's Raymond James Financial Inc. Experience April 2011 - Present
Job VPRaymond James. Institutional Equity SalesFinancial Institutions
Industry
Experience
Raymond James Financial Inc. April 2011 - Present
Howe Barnes Hoefer & Arnett 2004 - 2011
Skills
Accounting, Equities, Series 7, Securities, Wealth Management, Uniform Combined State..., Insurance, Microsoft Office, Financial Institutions, Investment Advisory, Financial Modeling, Investment Banking, Asset Management, Sales, Fixed Income, Investments, Mutual Funds, Banking, Portfolio Management, Strategic Financial..., Capital Markets, Financial Analysis, Retirement Planning, Series 63, Asset Allocation, Institutional
Education
The Ohio State University
Bachelor of Arts (B.A.)
Raymond James Financial Inc. April 2011 - Present
Howe Barnes Hoefer & Arnett 2004 - 2011
Skills
Accounting, Equities, Series 7, Securities, Wealth Management, Uniform Combined State..., Insurance, Microsoft Office, Financial Institutions, Investment Advisory, Financial Modeling, Investment Banking, Asset Management, Sales, Fixed Income, Investments, Mutual Funds, Banking, Portfolio Management, Strategic Financial..., Capital Markets, Financial Analysis, Retirement Planning, Series 63, Asset Allocation, Institutional
Education
The Ohio State University
Bachelor of Arts (B.A.)
Dan Gurley's Raymond James Financial Inc. Experience October 2014 - Present
Job Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
Education
The University of Memphis 2005 — 2009
Bachelor of Arts (B.A.), Journalism
Raymond James Financial Inc. October 2014 - Present
Education
The University of Memphis 2005 — 2009
Bachelor of Arts (B.A.), Journalism
Scott Landgraf's Raymond James Financial Inc. Experience February 2010 - March 2012
Job Accounting
Industry Accounting
Experience
Boeing January 2015 - Present
University of Minnesota 2012 - 2014
Raymond James Financial Inc. February 2010 - March 2012
UBS Wealth Management May 2005 - February 2010
Education
The College of St. Scholastica
Bachelor of Arts (B.A.), Accounting
Boeing January 2015 - Present
University of Minnesota 2012 - 2014
Raymond James Financial Inc. February 2010 - March 2012
UBS Wealth Management May 2005 - February 2010
Education
The College of St. Scholastica
Bachelor of Arts (B.A.), Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS