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),
Raymond James Financial Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Raymond James Financial Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Raymond James Financial Inc. Salaries. You can even request information on how much does Raymond James Financial Inc. pay if you want to. Learn about salaries, pros and cons of working for Raymond James Financial Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
3,595 Raymond James Financial Inc. employees in database. Find out everything there's to know about Raymond James Financial Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Raymond James Financial Inc. Employees
Employee
Years
Job
Industry
Jia Yue Gao Jia Yue Gao's Raymond James Financial Inc. Experience January 2011 - February 2011
Job Senior at University of California, Berkeley
Industry Financial Services
Experience
PricewaterhouseCoopers June 2014 - August 2014
Walter A. Haas School of Business January 2014 - May 2014
Yueyo Color Coated Steel Sheet Company July 2012 - August 2012
Raymond James Financial Inc. January 2011 - February 2011
Skills
PowerPoint, Microsoft Excel, Python, Matlab, Financial Analysis, Microsoft Office, Financial Modeling, Data Analysis, Research, Corporate Finance, Microsoft Word, Macro
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Bachelor of Science (B.Sc.), Business Administration, Haas School of Business
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Applied Mathematics
PricewaterhouseCoopers June 2014 - August 2014
Walter A. Haas School of Business January 2014 - May 2014
Yueyo Color Coated Steel Sheet Company July 2012 - August 2012
Raymond James Financial Inc. January 2011 - February 2011
Skills
PowerPoint, Microsoft Excel, Python, Matlab, Financial Analysis, Microsoft Office, Financial Modeling, Data Analysis, Research, Corporate Finance, Microsoft Word, Macro
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Bachelor of Science (B.Sc.), Business Administration, Haas School of Business
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Applied Mathematics
Riley Moody Riley Moody's Raymond James Financial Inc. Experience May 2010 - November 2010
Job Sr. Vice President Institutional Sales at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets December 2012 - Present
First Tryon Securities April 2011 - December 2012
Raymond James Financial Inc. May 2010 - November 2010
J.P. Morgan November 2007 - May 2010
BNY Mellon 2006 - 2007
Skills
Derivatives, Fixed Income, Capital Markets, Portfolio Management, Securities
Education
University of Alabama
BB&T Capital Markets December 2012 - Present
First Tryon Securities April 2011 - December 2012
Raymond James Financial Inc. May 2010 - November 2010
J.P. Morgan November 2007 - May 2010
BNY Mellon 2006 - 2007
Skills
Derivatives, Fixed Income, Capital Markets, Portfolio Management, Securities
Education
University of Alabama
Brandon Westbrook Brandon Westbrook's Raymond James Financial Inc. Experience August 2005 - April 2011
Job Senior Vice President at Financial industry
Industry Banking
Experience
Financial industry January 2012 - Present
Raymond James Financial Inc. August 2005 - April 2011
Skills
Portfolio Management, Securities, Investments, Series 7, Fixed Income, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Planning, Valuation, Hedge Funds
Education
University of Alabama 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Memphis University School 1989 — 1992
Financial industry January 2012 - Present
Raymond James Financial Inc. August 2005 - April 2011
Skills
Portfolio Management, Securities, Investments, Series 7, Fixed Income, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Planning, Valuation, Hedge Funds
Education
University of Alabama 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Memphis University School 1989 — 1992
Marissa Ha Marissa Ha's Raymond James Financial Inc. Experience June 2012 - June 2012
Job Tax Staff II at Lane Gorman Trubitt PLLC
Industry Accounting
Experience
Lane Gorman Trubitt PLLC August 2014 - Present
Ericsson May 2014 - August 2014
Lane Gorman Trubitt PLLC January 2014 - April 2014
Montgomery Coscia Greilich LLP January 2013 - October 2013
Gap Inc. October 2012 - March 2013
Raymond James Financial Inc. June 2012 - June 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Financial Accounting, Customer Service, Microsoft Word, QuickBooks, Leadership, Retail, Outlook, Team Leadership, GoSystems
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2015
Master's Degree, Accounting
The University of Texas at Dallas 2011 — 2014
Bachelor's Degree, Accounting and Finance
Lane Gorman Trubitt PLLC August 2014 - Present
Ericsson May 2014 - August 2014
Lane Gorman Trubitt PLLC January 2014 - April 2014
Montgomery Coscia Greilich LLP January 2013 - October 2013
Gap Inc. October 2012 - March 2013
Raymond James Financial Inc. June 2012 - June 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Financial Accounting, Customer Service, Microsoft Word, QuickBooks, Leadership, Retail, Outlook, Team Leadership, GoSystems
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2015
Master's Degree, Accounting
The University of Texas at Dallas 2011 — 2014
Bachelor's Degree, Accounting and Finance
Jonathan Reene Jonathan Reene's Raymond James Financial Inc. Experience June 2014 - November 2014
Job Revenue/Network Analyst at Cardlytics, Inc.
Industry Marketing and Advertising
Experience
Cardlytics, Inc. December 2014 - Present
Raymond James Financial Inc. June 2014 - November 2014
Raymond James Financial Inc. June 2013 - May 2014
Kenjol Capital Management April 2012 - April 2013
Longer Investments Incorporated April 2012 - October 2012
University of Arkansas August 2011 - May 2012
University Recreation at the University of Arkansas August 2011 - May 2012
Camp War Eagle May 2011 - August 2011
Nordstrom May 2010 - August 2010
Skills
Microsoft Excel, Equity Research, Time Management, Research, Teamwork, Investment Banking, Financial Modeling, Financial Analysis, Credit Analysis, Fundamental Analysis, PowerPoint, Interpersonal..., SQL, Statistical Data...
Education
University of Arkansas at Fayetteville 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Cardlytics, Inc. December 2014 - Present
Raymond James Financial Inc. June 2014 - November 2014
Raymond James Financial Inc. June 2013 - May 2014
Kenjol Capital Management April 2012 - April 2013
Longer Investments Incorporated April 2012 - October 2012
University of Arkansas August 2011 - May 2012
University Recreation at the University of Arkansas August 2011 - May 2012
Camp War Eagle May 2011 - August 2011
Nordstrom May 2010 - August 2010
Skills
Microsoft Excel, Equity Research, Time Management, Research, Teamwork, Investment Banking, Financial Modeling, Financial Analysis, Credit Analysis, Fundamental Analysis, PowerPoint, Interpersonal..., SQL, Statistical Data...
Education
University of Arkansas at Fayetteville 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Orlando Gutierrez Orlando Gutierrez's Raymond James Financial Inc. Experience July 2013 - Present
Job Investment Banking Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2013 - Present
UBS Investment Bank May 2012 - August 2012
Citi January 2011 - July 2011
Skills
Spanish, Corporate Finance, Financial Analysis, Financial Modeling, International Business, Investment Banking, Microsoft Office, Valuation
Education
University of Florida - Warrington College Of Business 2008 — 2013
BSBA, Finance
Universidad Antonio de Nebrija 2012 — 2012
Raymond James Financial Inc. July 2013 - Present
UBS Investment Bank May 2012 - August 2012
Citi January 2011 - July 2011
Skills
Spanish, Corporate Finance, Financial Analysis, Financial Modeling, International Business, Investment Banking, Microsoft Office, Valuation
Education
University of Florida - Warrington College Of Business 2008 — 2013
BSBA, Finance
Universidad Antonio de Nebrija 2012 — 2012
Mark Palios, CFP® Mark Palios, CFP®'s Raymond James Financial Inc. Experience August 2008 - Present
Job Financial Planner with 20 years of experience
Industry Financial Services
Experience
Raymond James Financial Inc. August 2008 - Present
A.G. Edwards January 1994 - August 2008
Skills
Investments, Securities, Series 63, Retirement, Wealth Management, Investment Advisory, Strategic Financial..., Portfolio Management, Retirement Planning, Series 7, Asset Allocation, Mutual Funds
Education
SUNY Albany
Raymond James Financial Inc. August 2008 - Present
A.G. Edwards January 1994 - August 2008
Skills
Investments, Securities, Series 63, Retirement, Wealth Management, Investment Advisory, Strategic Financial..., Portfolio Management, Retirement Planning, Series 7, Asset Allocation, Mutual Funds
Education
SUNY Albany
Jessica Tsang Jessica Tsang's Raymond James Financial Inc. Experience January 2015 - Present
Job Administrative Assistant at Raymond James Investment Banking
Industry Banking
Experience
Raymond James Financial Inc. January 2015 - Present
Greater Nevada Credit Union July 2014 - December 2014
Bank of America March 2006 - July 2014
Skills
Branch Banking, Banking, Retail Banking, Credit, Commercial Banking, Customer Service, Branch Operation, Team Building, Leadership, Consumer Lending, Credit Analysis, Loans, Sales, Finance
Education
Truckee Meadows Community College 2007 — 2010
Associate of Arts (A.A.), Criminal Justice
University of Nevada-Reno 2006 — 2008
Criminal Justice
Raymond James Financial Inc. January 2015 - Present
Greater Nevada Credit Union July 2014 - December 2014
Bank of America March 2006 - July 2014
Skills
Branch Banking, Banking, Retail Banking, Credit, Commercial Banking, Customer Service, Branch Operation, Team Building, Leadership, Consumer Lending, Credit Analysis, Loans, Sales, Finance
Education
Truckee Meadows Community College 2007 — 2010
Associate of Arts (A.A.), Criminal Justice
University of Nevada-Reno 2006 — 2008
Criminal Justice
Betsy Gibson, AAMS ®'s Raymond James Financial Inc. Experience September 2004 - December 2010
Job Financial Advisor at RoundTable Advisors of Raymond James
Industry Financial Services
Experience
RoundTable Advisors of Raymond James September 2013 - Present
Raymond James January 2011 - September 2013
Raymond James Financial Inc. September 2004 - December 2010
Education
The University of Tennessee at Chattanooga
Bachelor of Fine Arts (BFA)
RoundTable Advisors of Raymond James September 2013 - Present
Raymond James January 2011 - September 2013
Raymond James Financial Inc. September 2004 - December 2010
Education
The University of Tennessee at Chattanooga
Bachelor of Fine Arts (BFA)
Dianna Vannatta's Raymond James Financial Inc. Experience June 1992 - December 1993
Job owner/art director at Dianna Designs
Industry Graphic Design
Experience
Dianna Designs March 1993 - Present
The Ophthalmology Designer March 1997 - May 2011
Raymond James Financial Inc. June 1992 - December 1993
Nissen Advertising, Inc. February 1987 - June 1991
Advantage Advertising Agency December 1987 - June 1988
Skills
Logo Design, Posters, Brochures, Corporate Identity, Business Cards, Graphic Design, Flyers, Illustration, Invitations, Stationery, Web Design, Art Direction, Book Covers, Conference Design, Illustrator, Graphics, Letterhead, QuarkXPress, Banners, Layout, Catalogs, Packaging, InDesign, Pre-press, Postcards, Print Collateral, Retouching, Book Design, Photography, Photoshop, Print Production, Digital Illustration, Advertising, Magazines, Annual Reports, Screen Printing, Art, Visual Communication, Direct Mail, Newsletters, Online Marketing, Adobe Acrobat, Trade Show Management, Creative Direction, Positioning lines, Copywriting, Branding, Sophisticated style, Targeted Advertising, Media Buying
Education
Buffalo State College 1982 — 1987
BA, Art
Tonawanda Senior High School
Dianna Designs March 1993 - Present
The Ophthalmology Designer March 1997 - May 2011
Raymond James Financial Inc. June 1992 - December 1993
Nissen Advertising, Inc. February 1987 - June 1991
Advantage Advertising Agency December 1987 - June 1988
Skills
Logo Design, Posters, Brochures, Corporate Identity, Business Cards, Graphic Design, Flyers, Illustration, Invitations, Stationery, Web Design, Art Direction, Book Covers, Conference Design, Illustrator, Graphics, Letterhead, QuarkXPress, Banners, Layout, Catalogs, Packaging, InDesign, Pre-press, Postcards, Print Collateral, Retouching, Book Design, Photography, Photoshop, Print Production, Digital Illustration, Advertising, Magazines, Annual Reports, Screen Printing, Art, Visual Communication, Direct Mail, Newsletters, Online Marketing, Adobe Acrobat, Trade Show Management, Creative Direction, Positioning lines, Copywriting, Branding, Sophisticated style, Targeted Advertising, Media Buying
Education
Buffalo State College 1982 — 1987
BA, Art
Tonawanda Senior High School
Amnemie Nielsen's Raymond James Financial Inc. Experience 2007 - 2012
Job Design & Organization Consultant
Industry Design
Experience
Treehouse Gallery October 2012 - August 2014
Morean Arts Center June 2013 - December 2013
Namasté Realty September 2012 - December 2013
Raymond James Financial Inc. 2007 - 2012
Raymond James Financial Inc. 2001 - 2007
Raymond James Financial Inc. 1999 - 2001
Skills
Training, Microsoft Office, Customer Service, Customer Satisfaction, Coaching, Program Management, Strategic Planning, Marketing, Recruiting, Event Management, Business Development, CRM, Leadership, Process Improvement, Microsoft CRM, Editing, Workshop Facilitation, Presentation Coaching, Consulting, Human Resources, Public Speaking, Organizational Design, Design Consulting, Calligraphy, Photography, Leadership Development, Management, Team Building, Sales, Data Analysis, Analysis, Project Management, Risk Management, Access, Budgets, Retail, Social Media Marketing, Change Management, Social Media..., Vendor Management, Inventory Management, Invoice Processing, Microsoft Excel, Oil Painting, Series 7, Organizational..., Organization Skills, Data Entry, Payroll, Office Management
Education
Universidad de Puerto Rico 1995 — 1999
Architecture School & Business Related Courses
University of South Florida
Business, Management, Marketing, and Related Support Services
Treehouse Gallery October 2012 - August 2014
Morean Arts Center June 2013 - December 2013
Namasté Realty September 2012 - December 2013
Raymond James Financial Inc. 2007 - 2012
Raymond James Financial Inc. 2001 - 2007
Raymond James Financial Inc. 1999 - 2001
Skills
Training, Microsoft Office, Customer Service, Customer Satisfaction, Coaching, Program Management, Strategic Planning, Marketing, Recruiting, Event Management, Business Development, CRM, Leadership, Process Improvement, Microsoft CRM, Editing, Workshop Facilitation, Presentation Coaching, Consulting, Human Resources, Public Speaking, Organizational Design, Design Consulting, Calligraphy, Photography, Leadership Development, Management, Team Building, Sales, Data Analysis, Analysis, Project Management, Risk Management, Access, Budgets, Retail, Social Media Marketing, Change Management, Social Media..., Vendor Management, Inventory Management, Invoice Processing, Microsoft Excel, Oil Painting, Series 7, Organizational..., Organization Skills, Data Entry, Payroll, Office Management
Education
Universidad de Puerto Rico 1995 — 1999
Architecture School & Business Related Courses
University of South Florida
Business, Management, Marketing, and Related Support Services
Kelly Welker Kelly Welker's Raymond James Financial Inc. Experience October 2001 - January 2007
Job NFLPA Financial Advisor | Retirement Income Planner | Asset Manager | LPL Financial Advisor | Wealth Manager
Industry Financial Services
Experience
NFL Players Association December 2013 - Present
Renaissance Wealth Management Group of Texas January 2007 - Present
Raymond James Financial Inc. October 2001 - January 2007
Edward Jones July 1998 - October 2001
American Funds 1995 - 1998
Skills
MBA, Chartered Retirement..., Series 24, Series 7, Series 63, Series 51, TX State Variable Life..., TX State Investment..., Retirement Income..., Independent Finanical..., Political Action..., Wealth Management..., Estate Planning, Customer Service, Securities, Investments, Retirement Planning, Asset Allocation, Investment Strategies, IRAs, Wealth, Alternative Investments, Investment Management, High Net Worth..., Asset Management, Portfolio Management, Life Insurance, Personal Finance, Pensions, Equities, Personal Financial..., Long Term Care Insurance, Disability Insurance, Term Life Insurance, Wealth Management, Retirement, Strategic Financial..., Financial Services, FINRA, Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2008
CRCP designation from the FINRA Institute at Wharton, Compliance for Financial Industry
Webster University 1997 — 1999
Master of Business Administration (MBA), Marketing/Marketing Management, General, Dean's List
Wayland Baptist University 1992 — 1994
Bachelor of Science (BS), Marketing, Dean's List
The University of Texas at Austin 1982 — 1984
none, Advertising
NFL Players Association December 2013 - Present
Renaissance Wealth Management Group of Texas January 2007 - Present
Raymond James Financial Inc. October 2001 - January 2007
Edward Jones July 1998 - October 2001
American Funds 1995 - 1998
Skills
MBA, Chartered Retirement..., Series 24, Series 7, Series 63, Series 51, TX State Variable Life..., TX State Investment..., Retirement Income..., Independent Finanical..., Political Action..., Wealth Management..., Estate Planning, Customer Service, Securities, Investments, Retirement Planning, Asset Allocation, Investment Strategies, IRAs, Wealth, Alternative Investments, Investment Management, High Net Worth..., Asset Management, Portfolio Management, Life Insurance, Personal Finance, Pensions, Equities, Personal Financial..., Long Term Care Insurance, Disability Insurance, Term Life Insurance, Wealth Management, Retirement, Strategic Financial..., Financial Services, FINRA, Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2008
CRCP designation from the FINRA Institute at Wharton, Compliance for Financial Industry
Webster University 1997 — 1999
Master of Business Administration (MBA), Marketing/Marketing Management, General, Dean's List
Wayland Baptist University 1992 — 1994
Bachelor of Science (BS), Marketing, Dean's List
The University of Texas at Austin 1982 — 1984
none, Advertising
Kenton Tindall Kenton Tindall's Raymond James Financial Inc. Experience December 2014 - September 2015
Job Associate at Edge Natural Resources, LLC.
Industry Venture Capital & Private Equity
Experience
Edge Natural Resources, LLC. September 2015 - Present
Raymond James Financial Inc. December 2014 - September 2015
Raymond James Financial Inc. June 2013 - December 2014
Raymond James Financial Inc. June 2012 - June 2013
Longer Investments, Inc. August 2011 - March 2012
Education
University of Arkansas at Fayetteville 2008 — 2012
B.S.B.A., Finance, Economics
Edge Natural Resources, LLC. September 2015 - Present
Raymond James Financial Inc. December 2014 - September 2015
Raymond James Financial Inc. June 2013 - December 2014
Raymond James Financial Inc. June 2012 - June 2013
Longer Investments, Inc. August 2011 - March 2012
Education
University of Arkansas at Fayetteville 2008 — 2012
B.S.B.A., Finance, Economics
Charlotte Zhang's Raymond James Financial Inc. Experience July 2013 - October 2014
Job Associate at Medley Partners
Industry Financial Services
Experience
Medley Partners November 2014 - Present
Raymond James Financial Inc. July 2013 - October 2014
Raymond James Financial Inc. May 2012 - August 2012
McKinley Partners January 2012 - May 2012
Renewable Analytics June 2011 - August 2011
zozi June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Investments, Corporate Finance, Business Development, Capital IQ, Microsoft Excel, Data Analysis, PowerPoint, M&A experience, Market Research, Finance, Mergers & Acquisitions, Microsoft Office
Education
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Business Administration, GPA: 3.78
C. Leon King High School - International Baccalaureate 2005 — 2009
High School, Unweighted GPA: 4.0, Weighted GPA: 8.08 (Ranked 4th in Hillsborough County)
Medley Partners November 2014 - Present
Raymond James Financial Inc. July 2013 - October 2014
Raymond James Financial Inc. May 2012 - August 2012
McKinley Partners January 2012 - May 2012
Renewable Analytics June 2011 - August 2011
zozi June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Investments, Corporate Finance, Business Development, Capital IQ, Microsoft Excel, Data Analysis, PowerPoint, M&A experience, Market Research, Finance, Mergers & Acquisitions, Microsoft Office
Education
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Business Administration, GPA: 3.78
C. Leon King High School - International Baccalaureate 2005 — 2009
High School, Unweighted GPA: 4.0, Weighted GPA: 8.08 (Ranked 4th in Hillsborough County)
Travis Porter's Raymond James Financial Inc. Experience May 2013 - August 2013
Job Sales Manager at Compass Graphics
Industry Consumer Services
Experience
Compass Graphics August 2015 - Present
CORE Communications, Inc March 2015 - May 2015
Raymond James Financial Inc. May 2013 - August 2013
Skills
Investments, Financial Analysis, Document Management, Customer Service, Financial Statements, Market Research, Fundamental Analysis, Technical Analysis, Portfolio Performance..., Account Management, Teamwork, Portfolio Management, Microsoft Office, Multi-line Phone, Phone Etiquette, Public Speaking, Risk Management, Sales, Fax, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Leadership
Education
The University of Texas at San Antonio 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Compass Graphics August 2015 - Present
CORE Communications, Inc March 2015 - May 2015
Raymond James Financial Inc. May 2013 - August 2013
Skills
Investments, Financial Analysis, Document Management, Customer Service, Financial Statements, Market Research, Fundamental Analysis, Technical Analysis, Portfolio Performance..., Account Management, Teamwork, Portfolio Management, Microsoft Office, Multi-line Phone, Phone Etiquette, Public Speaking, Risk Management, Sales, Fax, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Leadership
Education
The University of Texas at San Antonio 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Corbin Supak Corbin Supak's Raymond James Financial Inc. Experience December 2010 - Present
Job Data Visualization and Gamification at Raymond James Financial Inc.
Industry Information Services
Experience
Raymond James Financial Inc. December 2010 - Present
FIEA (Florida Interactive Entertainment Academy) June 2009 - February 2012
Arts and Communication Magnet Academy August 2002 - June 2009
gypsybasilica.com 1997 - 2009
GRS Systems 1998 - 2002
Skills
Video Games, Video, Graphic Design, Film Production, Editing, Game Design, Unreal Engine 3, Game Development, Gameplay, Perforce, Digital Media, ActionScript, Flash
Education
University of Central Florida 2009 — 2011
Masters - Interactive Entertainment, Game and Interactive Media Design
The University of Texas at Austin 1991 — 1995
Bachelor's of Science, Radio, TV and Film
Raymond James Financial Inc. December 2010 - Present
FIEA (Florida Interactive Entertainment Academy) June 2009 - February 2012
Arts and Communication Magnet Academy August 2002 - June 2009
gypsybasilica.com 1997 - 2009
GRS Systems 1998 - 2002
Skills
Video Games, Video, Graphic Design, Film Production, Editing, Game Design, Unreal Engine 3, Game Development, Gameplay, Perforce, Digital Media, ActionScript, Flash
Education
University of Central Florida 2009 — 2011
Masters - Interactive Entertainment, Game and Interactive Media Design
The University of Texas at Austin 1991 — 1995
Bachelor's of Science, Radio, TV and Film
Leigh (Weaver) Vaughan Leigh (Weaver) Vaughan's Raymond James Financial Inc. Experience November 2014 - Present
Job Office Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Innovation Event Management April 2014 - July 2014
Comal Independent School District July 2011 - April 2014
Wylie ISD August 2010 - June 2011
Skills
Public Relations, Editing, Social Media, Public Speaking, Team Leadership, Press Releases, Training, Marketing, Event Planning, Event Management, Teaching, News Writing, Speech Writing, Communication
Education
Texas Christian University 2005 — 2009
Bachelor's degree, Broadcast Journalism
University of Alaska Anchorage
Master's Degree, Speech and Language Pathology
Raymond James Financial Inc. November 2014 - Present
Innovation Event Management April 2014 - July 2014
Comal Independent School District July 2011 - April 2014
Wylie ISD August 2010 - June 2011
Skills
Public Relations, Editing, Social Media, Public Speaking, Team Leadership, Press Releases, Training, Marketing, Event Planning, Event Management, Teaching, News Writing, Speech Writing, Communication
Education
Texas Christian University 2005 — 2009
Bachelor's degree, Broadcast Journalism
University of Alaska Anchorage
Master's Degree, Speech and Language Pathology
Alexander F. Elkins Alexander F. Elkins's Raymond James Financial Inc. Experience June 2010 - August 2010
Job Business Valuation Associate at KPMG US
Industry Financial Services
Experience
KPMG US June 2015 - Present
KPMG US August 2013 - Present
Earl Campbell Meat Products, Inc June 2012 - August 2012
PeopleAnswers June 2011 - August 2011
Raymond James Financial Inc. June 2010 - August 2010
RBC Wealth Management Financial Services June 2009 - August 2009
Skills
Economics, Microsoft Excel, Expatriate Management, Expatriate Tax, International Tax..., Tax Advisory, International Tax, Income Tax, PowerPoint, Personal Income Tax..., HTML, Tax Preparation, CRM, Tax Returns, Time Management, Customer Support, Captivate, Management, Microsoft Word, RFP, Teamwork, Presenter, SEO, Customer Service, Search Engine..., Excel, Word, Articulate Presenter, Outlook, Financial Analysis, Leadership, Research, Public Speaking
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Arts (B.A.), Economics
Strake Jesuit College Preparatory 2005 — 2009
High school diploma
KPMG US June 2015 - Present
KPMG US August 2013 - Present
Earl Campbell Meat Products, Inc June 2012 - August 2012
PeopleAnswers June 2011 - August 2011
Raymond James Financial Inc. June 2010 - August 2010
RBC Wealth Management Financial Services June 2009 - August 2009
Skills
Economics, Microsoft Excel, Expatriate Management, Expatriate Tax, International Tax..., Tax Advisory, International Tax, Income Tax, PowerPoint, Personal Income Tax..., HTML, Tax Preparation, CRM, Tax Returns, Time Management, Customer Support, Captivate, Management, Microsoft Word, RFP, Teamwork, Presenter, SEO, Customer Service, Search Engine..., Excel, Word, Articulate Presenter, Outlook, Financial Analysis, Leadership, Research, Public Speaking
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Arts (B.A.), Economics
Strake Jesuit College Preparatory 2005 — 2009
High school diploma
Kevin Mc Dermott's Raymond James Financial Inc. Experience October 2012 - January 2014
Job Assistant Investment Advisor
Industry Investment Banking
Experience
TD Wealth Private Investment Advice January 2014 - Present
Raymond James Financial Inc. October 2012 - January 2014
Ventyx, an ABB Company March 2012 - October 2012
Ventyx, an ABB Company October 2011 - October 2012
ABB Benelux October 2011 - October 2012
Nokia January 2011 - June 2011
EMC June 2010 - October 2010
Fidelity Investments April 2009 - September 2009
Fidelity Investments April 2009 - September 2009
Allied Irish Bank (AIB), College Road, Co. Cork September 2006 - September 2009
Skills
Pragmatic Marketing..., Demo2win Certification, Visio, Business Intelligence, CRM, Product Management, Product Marketing, Testing, Customer Service, Lead Generation
Education
University College Cork 2006 — 2010
B.Sc., Business Information Systems
TD Wealth Private Investment Advice January 2014 - Present
Raymond James Financial Inc. October 2012 - January 2014
Ventyx, an ABB Company March 2012 - October 2012
Ventyx, an ABB Company October 2011 - October 2012
ABB Benelux October 2011 - October 2012
Nokia January 2011 - June 2011
EMC June 2010 - October 2010
Fidelity Investments April 2009 - September 2009
Fidelity Investments April 2009 - September 2009
Allied Irish Bank (AIB), College Road, Co. Cork September 2006 - September 2009
Skills
Pragmatic Marketing..., Demo2win Certification, Visio, Business Intelligence, CRM, Product Management, Product Marketing, Testing, Customer Service, Lead Generation
Education
University College Cork 2006 — 2010
B.Sc., Business Information Systems
Richard Eychner's Raymond James Financial Inc. Experience June 2014 - Present
Job Equity Research Associate at Raymond James Financial Inc.
Industry Capital Markets
Experience
Raymond James Financial Inc. June 2014 - Present
Tulane University July 2013 - June 2014
Momentum Trading Group January 2012 - April 2013
Interactive Response Technologies, (IRT) April 2009 - July 2009
Skills
Equity Trading, Equity Research Analysis, Options, Microsoft Excel, VBA, Equity Capital Markets, Bloomberg Terminal, Thomson Reuters Eikon, LIM Morningstar, Energy Markets, Energy Industry, Commodity Markets, Financial Modeling, Energy Management, Financial Econometrics, Trade Risk Management, Data Analytics, QuickBooks, Microsoft Office, Corporate Finance, Capital Markets, Analysis, Trading, Bloomberg, Valuation, Finance, Equities
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Masters of Management in Energy, Finance and Trading, 3.9/4.0
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, 3.5/4.0
Raymond James Financial Inc. June 2014 - Present
Tulane University July 2013 - June 2014
Momentum Trading Group January 2012 - April 2013
Interactive Response Technologies, (IRT) April 2009 - July 2009
Skills
Equity Trading, Equity Research Analysis, Options, Microsoft Excel, VBA, Equity Capital Markets, Bloomberg Terminal, Thomson Reuters Eikon, LIM Morningstar, Energy Markets, Energy Industry, Commodity Markets, Financial Modeling, Energy Management, Financial Econometrics, Trade Risk Management, Data Analytics, QuickBooks, Microsoft Office, Corporate Finance, Capital Markets, Analysis, Trading, Bloomberg, Valuation, Finance, Equities
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Masters of Management in Energy, Finance and Trading, 3.9/4.0
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, 3.5/4.0
Ben Cavazos Ben Cavazos's Raymond James Financial Inc. Experience June 2001 - Present
Job Trader, First Vice President at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. June 2001 - Present
Edward Jones September 2000 - June 2001
J.C. Bradford & Company April 1999 - September 2000
Skills
Series 7, Series 24, Series 55, Series 63, Equities, Securities, Preferred Stock, Hybrid Preferreds, Closed-End Funds, ETFs, Bonds, Bloomberg, Sungard Valdi OMS, Sungard BRASS OMS, Trading, Trading Systems
Education
The University of Tennessee at Chattanooga 1993 — 1998
B.S. Finance, B.A. Economics
Raymond James Financial Inc. June 2001 - Present
Edward Jones September 2000 - June 2001
J.C. Bradford & Company April 1999 - September 2000
Skills
Series 7, Series 24, Series 55, Series 63, Equities, Securities, Preferred Stock, Hybrid Preferreds, Closed-End Funds, ETFs, Bonds, Bloomberg, Sungard Valdi OMS, Sungard BRASS OMS, Trading, Trading Systems
Education
The University of Tennessee at Chattanooga 1993 — 1998
B.S. Finance, B.A. Economics
Caitlin Britt's Raymond James Financial Inc. Experience June 2015 - Present
Job Financial Sponsors Investment Banking Analyst
Industry Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2014 - Present
ESPN June 2013 - Present
Chesapeake Energy June 2012 - August 2012
Kanakuk Kamps May 2011 - July 2011
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science (BS) in Business Administration, Finance and Economics
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2014 - Present
ESPN June 2013 - Present
Chesapeake Energy June 2012 - August 2012
Kanakuk Kamps May 2011 - July 2011
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science (BS) in Business Administration, Finance and Economics
Jonathan Ham Jonathan Ham's Raymond James Financial Inc. Experience July 2015 - Present
Job Investment Banking Associate at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2015 - Present
Raymond James Financial Inc. April 2014 - June 2015
Keefe, Bruyette & Woods / Stifel Nicolaus November 2012 - April 2014
J.P. Morgan July 2012 - November 2012
Infinitedge Partners October 2011 - June 2012
Skills
Auditing, Equity Research, Investment Banking, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Accounting, Internal Controls, Risk Management, Corporate Finance, Bloomberg, Finance, Financial Analysis, Private Equity, Valuation
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Oakland High School 2004 — 2007
Valedictorian
Raymond James Financial Inc. July 2015 - Present
Raymond James Financial Inc. April 2014 - June 2015
Keefe, Bruyette & Woods / Stifel Nicolaus November 2012 - April 2014
J.P. Morgan July 2012 - November 2012
Infinitedge Partners October 2011 - June 2012
Skills
Auditing, Equity Research, Investment Banking, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Accounting, Internal Controls, Risk Management, Corporate Finance, Bloomberg, Finance, Financial Analysis, Private Equity, Valuation
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Oakland High School 2004 — 2007
Valedictorian
Jennifer Holmquist Chambers Jennifer Holmquist Chambers's Raymond James Financial Inc. Experience May 2004 - October 2004
Job Director Experience Strategy at USAA
Industry Marketing and Advertising
Experience
USAA October 2013 - Present
USAA May 2012 - October 2013
Critical Mass July 2010 - May 2012
Critical Mass December 2008 - July 2010
Critical Mass September 2006 - December 2008
USDM.net July 2005 - September 2006
Raymond James Financial Inc. May 2004 - October 2004
Skills
Digital Strategy, Digital Marketing, Integrated Marketing, Online Advertising, Mobile Marketing, Interactive Marketing, Strategy, Advertising, Analytics, Brand Development, CRM, Content Strategy, Creative Direction, Creative Strategy, Digital Media, Direct Marketing, E-commerce, Email Marketing, Interactive Advertising, Lead Generation, Leadership, Management, Marketing Strategy, Multi-channel Marketing, Online Marketing, PPC, SEM, Social Media Marketing, Strategic Planning, User Experience, Web Analytics
Education
University of the Incarnate Word 2002 — 2005
Bachelor of Business Administration (BBA), Business Marketing
University of Alabama at Birmingham 2001 — 2002
USAA October 2013 - Present
USAA May 2012 - October 2013
Critical Mass July 2010 - May 2012
Critical Mass December 2008 - July 2010
Critical Mass September 2006 - December 2008
USDM.net July 2005 - September 2006
Raymond James Financial Inc. May 2004 - October 2004
Skills
Digital Strategy, Digital Marketing, Integrated Marketing, Online Advertising, Mobile Marketing, Interactive Marketing, Strategy, Advertising, Analytics, Brand Development, CRM, Content Strategy, Creative Direction, Creative Strategy, Digital Media, Direct Marketing, E-commerce, Email Marketing, Interactive Advertising, Lead Generation, Leadership, Management, Marketing Strategy, Multi-channel Marketing, Online Marketing, PPC, SEM, Social Media Marketing, Strategic Planning, User Experience, Web Analytics
Education
University of the Incarnate Word 2002 — 2005
Bachelor of Business Administration (BBA), Business Marketing
University of Alabama at Birmingham 2001 — 2002
Kaitlin Sanders's Raymond James Financial Inc. Experience September 2006 - March 2007
Job Marketing Coordinator
Industry Marketing and Advertising
Experience
21 Drops Essential Oil Therapy October 2014 - Present
Dechoes Resale May 2012 - December 2012
Michael Kors October 2008 - July 2009
Raymond James Financial Inc. September 2006 - March 2007
Skills
Social Media, Social Media Marketing, Digital Marketing, Customer Service, Sales, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Outlook
Education
University of Central Florida 2007 — 2012
Bachelor's degree, International Relations and Affairs
Sorbonne 2011 — 2011
21 Drops Essential Oil Therapy October 2014 - Present
Dechoes Resale May 2012 - December 2012
Michael Kors October 2008 - July 2009
Raymond James Financial Inc. September 2006 - March 2007
Skills
Social Media, Social Media Marketing, Digital Marketing, Customer Service, Sales, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Outlook
Education
University of Central Florida 2007 — 2012
Bachelor's degree, International Relations and Affairs
Sorbonne 2011 — 2011
Owen Rice Owen Rice's Raymond James Financial Inc. Experience July 2013 - Present
Job Trade Support Associate at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
First Eagle Investment Management December 2012 - January 2013
UBS Wealth Management June 2012 - August 2012
Education
State University of New York at Albany 2009 — 2013
Bachelor of Science, Finance/Management, 3.6
Raymond James Financial Inc. July 2013 - Present
First Eagle Investment Management December 2012 - January 2013
UBS Wealth Management June 2012 - August 2012
Education
State University of New York at Albany 2009 — 2013
Bachelor of Science, Finance/Management, 3.6
Matthew Leeson Matthew Leeson's Raymond James Financial Inc. Experience April 2012 - December 2012
Job Business Analyst at CGI
Industry Information Technology and Services
Experience
CGI February 2014 - Present
Raymond James Financial Inc. April 2012 - December 2012
Morgan Keegan & Company February 2011 - April 2012
Best Buy August 2008 - May 2009
Skills
Economics, Analysis, Microsoft Office, Microsoft Excel, Software Testing Life..., Business Analysis, Financial Services, Oracle SQL Developer, Financial Analysis
Education
The University of Tennessee at Chattanooga 2011 — 2013
Bachelor of Science (B.S.), Economics
CGI February 2014 - Present
Raymond James Financial Inc. April 2012 - December 2012
Morgan Keegan & Company February 2011 - April 2012
Best Buy August 2008 - May 2009
Skills
Economics, Analysis, Microsoft Office, Microsoft Excel, Software Testing Life..., Business Analysis, Financial Services, Oracle SQL Developer, Financial Analysis
Education
The University of Tennessee at Chattanooga 2011 — 2013
Bachelor of Science (B.S.), Economics
Chunyang (Yang) Hu Chunyang (Yang) Hu's Raymond James Financial Inc. Experience July 2014 - Present
Job at Loff Wind
Industry Banking
Experience
Loff Wind September 2014 - Present
Raymond James Financial Inc. July 2014 - Present
LEEDCo May 2014 - September 2014
Roulston Research September 2013 - November 2013
Hunter Valley Company, LLC. July 2013 - August 2013
Pilot Signs & Designs January 2013 - May 2013
Case Western Reserve University August 2012 - May 2013
Skills
Financial Modeling, Data Analysis, Offshore Wind, Research, Microsoft Excel, Statistics, Microsoft Office, Econometrics, Financial Analysis, PowerPoint, Finance, Economics, Microsoft Word, Teamwork, Analysis, Photoshop, Customer Service, Stata, SAS programming, SAS, Teaching, Banking, Access, Social Media, English, Windows, Team Leadership, SAS Programming
Education
Weatherhead School of Management at Case Western Reserve University 2012 — 2014
Master's Degree, Finance
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
Bachelor of Science (BS), Management and Finance
Tongji University 2008 — 2010
Loff Wind September 2014 - Present
Raymond James Financial Inc. July 2014 - Present
LEEDCo May 2014 - September 2014
Roulston Research September 2013 - November 2013
Hunter Valley Company, LLC. July 2013 - August 2013
Pilot Signs & Designs January 2013 - May 2013
Case Western Reserve University August 2012 - May 2013
Skills
Financial Modeling, Data Analysis, Offshore Wind, Research, Microsoft Excel, Statistics, Microsoft Office, Econometrics, Financial Analysis, PowerPoint, Finance, Economics, Microsoft Word, Teamwork, Analysis, Photoshop, Customer Service, Stata, SAS programming, SAS, Teaching, Banking, Access, Social Media, English, Windows, Team Leadership, SAS Programming
Education
Weatherhead School of Management at Case Western Reserve University 2012 — 2014
Master's Degree, Finance
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
Bachelor of Science (BS), Management and Finance
Tongji University 2008 — 2010
Sean Clarkson Sean Clarkson's Raymond James Financial Inc. Experience June 2012 - August 2012
Job JD/MBA University of Arkansas
Industry Financial Services
Experience
Huckabay, Munson, Rowlett & Moore July 2014 - August 2014
Walmart September 2013 - December 2013
Transamerica Employee Benefits May 2013 - August 2013
Raymond James Financial Inc. June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Legal Writing, Legal Research, Financial Analysis, Microsoft Office, Westlaw, Social Media
Education
University of Arkansas - Sam M. Walton College of Business 2015 — 2016
Master of Business Administration (M.B.A.), Finance Concentration
University of Arkansas School of Law, Fayetteville 2012 — 2015
Juris Doctor
University of Arkansas at Fayetteville 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Huckabay, Munson, Rowlett & Moore July 2014 - August 2014
Walmart September 2013 - December 2013
Transamerica Employee Benefits May 2013 - August 2013
Raymond James Financial Inc. June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Legal Writing, Legal Research, Financial Analysis, Microsoft Office, Westlaw, Social Media
Education
University of Arkansas - Sam M. Walton College of Business 2015 — 2016
Master of Business Administration (M.B.A.), Finance Concentration
University of Arkansas School of Law, Fayetteville 2012 — 2015
Juris Doctor
University of Arkansas at Fayetteville 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Dan Coffill Dan Coffill's Raymond James Financial Inc. Experience September 2005 - August 2010
Job Owner at EP Health
Industry Financial Services
Experience
EP Health July 2012 - Present
The Income Project of America August 2010 - December 2014
Raymond James Financial Inc. September 2005 - August 2010
Edward Jones November 2003 - September 2005
Household International 2000 - 2003
US Army 1992 - 1996
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Long-term Care, Strategic Financial..., Portfolio Management, Insurance, Small Business Lending, Banking, Fixed Annuities, Retirement, Investment Advisory, Financial Advisory, Financial Analysis, Risk Management, Investment Strategies, 401k, Financial Planners, Life Insurance, Finance
Education
Logan 1988 — 1992
Tiffin University
Business Management
EP Health July 2012 - Present
The Income Project of America August 2010 - December 2014
Raymond James Financial Inc. September 2005 - August 2010
Edward Jones November 2003 - September 2005
Household International 2000 - 2003
US Army 1992 - 1996
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Long-term Care, Strategic Financial..., Portfolio Management, Insurance, Small Business Lending, Banking, Fixed Annuities, Retirement, Investment Advisory, Financial Advisory, Financial Analysis, Risk Management, Investment Strategies, 401k, Financial Planners, Life Insurance, Finance
Education
Logan 1988 — 1992
Tiffin University
Business Management
Justin Allen's Raymond James Financial Inc. Experience March 2012 - August 2012
Job Experienced Financial Services Risk Professional
Industry Financial Services
Experience
Federal Reserve Bank of New York August 2012 - Present
Raymond James Financial Inc. March 2012 - August 2012
Raymond James May 2010 - March 2012
First Advantage December 2007 - May 2010
PricewaterhouseCoopers June 2007 - August 2007
RaceTrac Petroleum May 2006 - August 2006
ZF Friedrichshafen May 2004 - May 2006
Skills
CISA, SQL, Unix, Java, Windows, DOS, CRISC
Education
USF 2010 — 2011
MBA
University of Alabama 2003 — 2007
BS, MIS
Federal Reserve Bank of New York August 2012 - Present
Raymond James Financial Inc. March 2012 - August 2012
Raymond James May 2010 - March 2012
First Advantage December 2007 - May 2010
PricewaterhouseCoopers June 2007 - August 2007
RaceTrac Petroleum May 2006 - August 2006
ZF Friedrichshafen May 2004 - May 2006
Skills
CISA, SQL, Unix, Java, Windows, DOS, CRISC
Education
USF 2010 — 2011
MBA
University of Alabama 2003 — 2007
BS, MIS
Jesse A. Peck, J.D., WMS Jesse A. Peck, J.D., WMS's Raymond James Financial Inc. Experience January 2013 - Present
Job Peck Bulgin Wealth Management of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Morgan Stanley Smith Barney March 2007 - January 2013
Wachovia January 2006 - March 2007
JP Holdings and Financial July 2004 - January 2006
Skills
Retirement Planning, Wealth Management, 401k Rollovers, Estate Planning, Investments, Securities, Series 7, Retirement, 401k, Financial Advisory, Investment Advisory, Finance, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Annuities, Strategic Financial..., Variable Annuities, FINRA, ETFs, Investment Strategies, Financial Planners
Education
University of Akron School of Law 2001 — 2004
J.D., Law
University of Minnesota-Twin Cities 1996 — 2000
B.A., History, Political Science and Economics
Raymond James Financial Inc. January 2013 - Present
Morgan Stanley Smith Barney March 2007 - January 2013
Wachovia January 2006 - March 2007
JP Holdings and Financial July 2004 - January 2006
Skills
Retirement Planning, Wealth Management, 401k Rollovers, Estate Planning, Investments, Securities, Series 7, Retirement, 401k, Financial Advisory, Investment Advisory, Finance, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Annuities, Strategic Financial..., Variable Annuities, FINRA, ETFs, Investment Strategies, Financial Planners
Education
University of Akron School of Law 2001 — 2004
J.D., Law
University of Minnesota-Twin Cities 1996 — 2000
B.A., History, Political Science and Economics
Timothy Ziola Timothy Ziola's Raymond James Financial Inc. Experience September 2014 - Present
Job Vice President, Branch Manager, Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
RBC Wealth Management 2011 - 2014
Edward Jones March 2003 - March 2011
Skills
Finance, Management, Wealth, Series 7, Strategic Financial..., Retirement Planning, Annuity Sales, Risk Management, Cash Management, Options Strategies, Estate Planning, Multi-generational..., Financial Planning, Fixed Annuities, Investments, Life Insurance, Portfolio Management, Retirement, Wealth Management
Education
Bellevue University 2001 — 2002
Bachelor's degree, Finance, General
The University of Texas at Arlington 1999 — 2000
Raymond James Financial Inc. September 2014 - Present
RBC Wealth Management 2011 - 2014
Edward Jones March 2003 - March 2011
Skills
Finance, Management, Wealth, Series 7, Strategic Financial..., Retirement Planning, Annuity Sales, Risk Management, Cash Management, Options Strategies, Estate Planning, Multi-generational..., Financial Planning, Fixed Annuities, Investments, Life Insurance, Portfolio Management, Retirement, Wealth Management
Education
Bellevue University 2001 — 2002
Bachelor's degree, Finance, General
The University of Texas at Arlington 1999 — 2000
Stephanie Swain's Raymond James Financial Inc. Experience August 2013 - Present
Job Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2013 - Present
Raymond James Financial, Inc. March 2012 - August 2013
Raymond James Financial, Inc. February 2011 - March 2012
Swain Wealth Partners April 2007 - February 2010
Skills
Business Analysis, User Experience, Requirements Gathering, CRM, Financial Services, Information Technology..., User Acceptance Testing, Problem Solving, Customer Service, Analytical Skills, IT Strategy, Software Documentation, Requirements Analysis, Process Improvement, User Interface
Education
Tulane University
Raymond James Financial Inc. August 2013 - Present
Raymond James Financial, Inc. March 2012 - August 2013
Raymond James Financial, Inc. February 2011 - March 2012
Swain Wealth Partners April 2007 - February 2010
Skills
Business Analysis, User Experience, Requirements Gathering, CRM, Financial Services, Information Technology..., User Acceptance Testing, Problem Solving, Customer Service, Analytical Skills, IT Strategy, Software Documentation, Requirements Analysis, Process Improvement, User Interface
Education
Tulane University
Brandy Harrison Brandy Harrison's Raymond James Financial Inc. Experience 2005 - Present
Job Branch Manager at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. 2005 - Present
Skills
Retirement Plannig, 401k Rollovers, Independent Financial..., Asset Allocation, Estate Planning, Financial Advisory, Retirement, Series 7, Series 24
Education
The University of Texas at Arlington 1992 — 1995
Bachelor of Applied Science (BASc), Criminal Justice/Sociology
Raymond James Financial Inc. 2005 - Present
Skills
Retirement Plannig, 401k Rollovers, Independent Financial..., Asset Allocation, Estate Planning, Financial Advisory, Retirement, Series 7, Series 24
Education
The University of Texas at Arlington 1992 — 1995
Bachelor of Applied Science (BASc), Criminal Justice/Sociology
Stan Duncan Stan Duncan's Raymond James Financial Inc. Experience 2014 - Present
Job Chief Human Resources Officer at Raymond James Financial Inc.
Industry Human Resources
Experience
Raymond James Financial Inc. 2014 - Present
Westfield 2002 - 2013
ARAMARK 1996 - 2002
Sterling Chemicals 1993 - 1996
PPG Industries 1989 - 1993
Skills
Talent Management, Employee Engagement, Succession Planning, Talent Acquisition, Human Resources, Employee Relations, Organizational Design, Employee Benefits, Leadership, Management, Executive Pay, Executive Management, Leadership Development, Executive Development, Personnel Management, Retail, Organizational..., Performance Management, Employee Training, Training, Marketing, Deferred Compensation, Workforce Planning, Onboarding, HRIS, Organizational..., Labor Relations, HR Policies, Employer Branding, Strategy, HR Transformation, HR Consulting, Industrial Relations, Recruiting, Benefits Administration
Education
University of Alabama
BS, Human Resources
Raymond James Financial Inc. 2014 - Present
Westfield 2002 - 2013
ARAMARK 1996 - 2002
Sterling Chemicals 1993 - 1996
PPG Industries 1989 - 1993
Skills
Talent Management, Employee Engagement, Succession Planning, Talent Acquisition, Human Resources, Employee Relations, Organizational Design, Employee Benefits, Leadership, Management, Executive Pay, Executive Management, Leadership Development, Executive Development, Personnel Management, Retail, Organizational..., Performance Management, Employee Training, Training, Marketing, Deferred Compensation, Workforce Planning, Onboarding, HRIS, Organizational..., Labor Relations, HR Policies, Employer Branding, Strategy, HR Transformation, HR Consulting, Industrial Relations, Recruiting, Benefits Administration
Education
University of Alabama
BS, Human Resources
John Thomas Cavender John Thomas Cavender's Raymond James Financial Inc. Experience April 2011 - Present
Job Senior Vice President at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2011 - Present
Howe Barnes Hoefer & Arnett August 2006 - April 2011
Hoefer & Arnett, Inc. October 2000 - August 2006
Equifax Inc. July 1988 - May 1999
Skills
Financial Analysis, Banking, Portfolio Management, Capital Markets, Investment Banking, Asset Management, Mergers & Acquisitions
Education
UC Berkeley 1992 — 1995
Master of Business Administration (M.B.A.)
UC Santa Cruz 1983 — 1987
Bachelor's degrees, Economics and Literature (double major)
Raymond James Financial Inc. April 2011 - Present
Howe Barnes Hoefer & Arnett August 2006 - April 2011
Hoefer & Arnett, Inc. October 2000 - August 2006
Equifax Inc. July 1988 - May 1999
Skills
Financial Analysis, Banking, Portfolio Management, Capital Markets, Investment Banking, Asset Management, Mergers & Acquisitions
Education
UC Berkeley 1992 — 1995
Master of Business Administration (M.B.A.)
UC Santa Cruz 1983 — 1987
Bachelor's degrees, Economics and Literature (double major)
Ashleigh Bowen Ashleigh Bowen's Raymond James Financial Inc. Experience August 2013 - Present
Job Portfolio Account Administrator II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2013 - Present
Raymond James Financial Inc. December 2012 - August 2013
Chick-fil-A May 2012 - December 2012
University of Tennessee at Chattanooga December 2011 - May 2012
BlueCross BlueShield of Tennessee October 2010 - May 2012
ALEXANDER THOMPSON ARNOLD PLLC September 2009 - July 2010
Skills
Bloomberg, Accounting, Analysis, Portfolio Management, Budgets, Finance, Management, Financial Analysis, Customer Service, Leadership, Public Speaking, Time Management
Education
The University of Tennessee at Chattanooga 2010 — 2012
Finance
University of Tennessee at Martin 2009 — 2010
Accounting and Finance Major
NORTHWEST MISSISSIPPI COMMUNITY COLLEGE 2007 — 2009
Accounting Major
Raymond James Financial Inc. August 2013 - Present
Raymond James Financial Inc. December 2012 - August 2013
Chick-fil-A May 2012 - December 2012
University of Tennessee at Chattanooga December 2011 - May 2012
BlueCross BlueShield of Tennessee October 2010 - May 2012
ALEXANDER THOMPSON ARNOLD PLLC September 2009 - July 2010
Skills
Bloomberg, Accounting, Analysis, Portfolio Management, Budgets, Finance, Management, Financial Analysis, Customer Service, Leadership, Public Speaking, Time Management
Education
The University of Tennessee at Chattanooga 2010 — 2012
Finance
University of Tennessee at Martin 2009 — 2010
Accounting and Finance Major
NORTHWEST MISSISSIPPI COMMUNITY COLLEGE 2007 — 2009
Accounting Major
Franz Bollmann Franz Bollmann's Raymond James Financial Inc. Experience March 2013 - Present
Job Trader at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2013 - Present
Raymond James & Associates, Inc June 2012 - February 2013
Raymond James Financial Inc. June 2011 - May 2012
Merrill Lynch September 2010 - December 2010
Beijing Huazhuang MasLink Consulting Company June 2010 - July 2010
Price Waterhouse Coopers June 2009 - August 2009
Education
University of Arkansas 2007 — 2011
B.S.B.A., Financial Management/Investment
Raymond James Financial Inc. March 2013 - Present
Raymond James & Associates, Inc June 2012 - February 2013
Raymond James Financial Inc. June 2011 - May 2012
Merrill Lynch September 2010 - December 2010
Beijing Huazhuang MasLink Consulting Company June 2010 - July 2010
Price Waterhouse Coopers June 2009 - August 2009
Education
University of Arkansas 2007 — 2011
B.S.B.A., Financial Management/Investment
Ann Pan Ann Pan's Raymond James Financial Inc. Experience December 2014 - Present
Job Associate at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. December 2014 - Present
Inverness Advisors November 2010 - December 2014
WestPark Capital, Inc. September 2010 - October 2010
WestPark Capital, Inc. April 2008 - September 2010
Merriman Curhan Ford & Co. March 2007 - April 2008
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Capital Markets, Corporate Finance, Investments, Private Equity, Private Placements, Venture Capital
Education
University of California, Berkeley 2003 — 2006
B.A., Economics
Raymond James Financial Inc. December 2014 - Present
Inverness Advisors November 2010 - December 2014
WestPark Capital, Inc. September 2010 - October 2010
WestPark Capital, Inc. April 2008 - September 2010
Merriman Curhan Ford & Co. March 2007 - April 2008
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Capital Markets, Corporate Finance, Investments, Private Equity, Private Placements, Venture Capital
Education
University of California, Berkeley 2003 — 2006
B.A., Economics
Peter Carrasco Peter Carrasco's Raymond James Financial Inc. Experience 2005 - 2012
Job Senior Software Engineer at ConnectWise
Industry Computer Software
Experience
ConnectWise January 2013 - Present
Raymond James Financial Inc. 2005 - 2012
Skills
.NET, XML, JavaScript, ASP.NET, C#, Web Services, ASP.NET MVC, WCF, AJAX, OOP, jQuery, Visual Studio, SDLC
Education
North Carolina State 2001 — 2003
Master of Science (MS), Computer Systems Networking and Telecommunications
State University of New York at Albany
Bachelor's degree, Computer Science
ConnectWise January 2013 - Present
Raymond James Financial Inc. 2005 - 2012
Skills
.NET, XML, JavaScript, ASP.NET, C#, Web Services, ASP.NET MVC, WCF, AJAX, OOP, jQuery, Visual Studio, SDLC
Education
North Carolina State 2001 — 2003
Master of Science (MS), Computer Systems Networking and Telecommunications
State University of New York at Albany
Bachelor's degree, Computer Science
Andrew Kissner's Raymond James Financial Inc. Experience May 2013 - August 2013
Job Summer Associate at Morrison and Foerster LLP
Industry Law Practice
Experience
Morrison & Foerster LLP May 2015 - Present
Atlantic Legal Foundation May 2014 - July 2014
Raymond James Financial Inc. May 2013 - August 2013
Skills
Networking, PowerPoint, Legal Writing, International Law, Facebook, Social Media, Teamwork, Public Speaking, International Business..., Microsoft Word, Legal Research
Education
Brooklyn Law School 2013 — 2016
Doctor of Law (JD)
Universidad Pontificia Comillas 2014 — 2015
Master of Laws (LL.M.), European Business Law
University at Albany, SUNY 2008 — 2012
Morrison & Foerster LLP May 2015 - Present
Atlantic Legal Foundation May 2014 - July 2014
Raymond James Financial Inc. May 2013 - August 2013
Skills
Networking, PowerPoint, Legal Writing, International Law, Facebook, Social Media, Teamwork, Public Speaking, International Business..., Microsoft Word, Legal Research
Education
Brooklyn Law School 2013 — 2016
Doctor of Law (JD)
Universidad Pontificia Comillas 2014 — 2015
Master of Laws (LL.M.), European Business Law
University at Albany, SUNY 2008 — 2012
Sam Atkinson Sam Atkinson's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Commercial Credit Underwriter at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation July 2014 - Present
ABS Next Inc. May 2013 - June 2014
University of Arkansas November 2012 - November 2013
Raymond James Financial Inc. June 2012 - August 2012
Skills
Payroll, Accounting, Bookkeeping, Financial Reporting, Financial Accounting, Account Reconciliation, General Ledger, GAAP
Education
University of Arkansas 2011 — 2014
BSBA, Accounting
Regions Financial Corporation July 2014 - Present
ABS Next Inc. May 2013 - June 2014
University of Arkansas November 2012 - November 2013
Raymond James Financial Inc. June 2012 - August 2012
Skills
Payroll, Accounting, Bookkeeping, Financial Reporting, Financial Accounting, Account Reconciliation, General Ledger, GAAP
Education
University of Arkansas 2011 — 2014
BSBA, Accounting
Sumit Mehta's Raymond James Financial Inc. Experience January 1997 - December 2000
Job Financial Advisor, The RM Group, J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Emerald Ventures August 2012 - Present
DiMeo Schneider & Associates September 2013 - April 2015
Susquehanna International Group, LLP (SIG) June 2010 - August 2012
UBS August 2003 - May 2010
Arthur D. Little April 2001 - August 2001
Raymond James Financial Inc. January 1997 - December 2000
Skills
Investments, Trading, Equities, Valuation, Strategy, Mutual Funds, Equity Research, Series 7, Wealth Management, Asset Managment, Asset Management, Bloomberg, Banking, Investment Strategies, Portfolio Management, Capital Markets, Emerging Markets, Equity Trading, Series 63, Financial Services, Hedge Funds, Derivatives, Investment Management, Electronic Trading, Finance, Securities, Alternative Investments, Financial Markets
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Business Administration and Management, General
The University of Texas at Austin 1993 — 1996
BA, Economics with Honors, Minors in Physics and Math
J.P. Morgan April 2015 - Present
Emerald Ventures August 2012 - Present
DiMeo Schneider & Associates September 2013 - April 2015
Susquehanna International Group, LLP (SIG) June 2010 - August 2012
UBS August 2003 - May 2010
Arthur D. Little April 2001 - August 2001
Raymond James Financial Inc. January 1997 - December 2000
Skills
Investments, Trading, Equities, Valuation, Strategy, Mutual Funds, Equity Research, Series 7, Wealth Management, Asset Managment, Asset Management, Bloomberg, Banking, Investment Strategies, Portfolio Management, Capital Markets, Emerging Markets, Equity Trading, Series 63, Financial Services, Hedge Funds, Derivatives, Investment Management, Electronic Trading, Finance, Securities, Alternative Investments, Financial Markets
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Business Administration and Management, General
The University of Texas at Austin 1993 — 1996
BA, Economics with Honors, Minors in Physics and Math
Philip Brisard Philip Brisard's Raymond James Financial Inc. Experience March 1998 - May 2004
Job Vice President of Brisard & Brisard Inc.
Industry Financial Services
Experience
Brisard & Brisard Inc. May 2004 - Present
GunnAllen Financial 2004 - 2009
Raymond James Financial Inc. March 1998 - May 2004
Skills
Finance, Securities, Retirement Planning, Mutual Funds, Investments, Bonds, ETFs, Financial Planners, Equities, Small Business, High Net Worth..., Portfolio Management, Fixed Income, Asset Management, Financial Services, Strategic Financial..., Strategic Planning, Financial Planning
Education
SUNY Albany 1991 — 1995
Bachelor's degree, political science
Brisard & Brisard Inc. May 2004 - Present
GunnAllen Financial 2004 - 2009
Raymond James Financial Inc. March 1998 - May 2004
Skills
Finance, Securities, Retirement Planning, Mutual Funds, Investments, Bonds, ETFs, Financial Planners, Equities, Small Business, High Net Worth..., Portfolio Management, Fixed Income, Asset Management, Financial Services, Strategic Financial..., Strategic Planning, Financial Planning
Education
SUNY Albany 1991 — 1995
Bachelor's degree, political science
Kate McShane Kate McShane's Raymond James Financial Inc. Experience June 2011 - July 2012
Job Marketing at Morgan Stanley
Industry Executive Office
Experience
Morgan Stanley Wealth Management April 2013 - Present
Barrett Office Suites & Services LLC August 2012 - February 2013
Raymond James Financial Inc. June 2011 - July 2012
Graystone Consulting May 2010 - June 2011
Skills
Administrative..., Office Management, Outlook, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Office Administration, Microsoft Excel, Event Planning, Spreadsheets
Education
Triton College
University of Phoenix
Morgan Stanley Wealth Management April 2013 - Present
Barrett Office Suites & Services LLC August 2012 - February 2013
Raymond James Financial Inc. June 2011 - July 2012
Graystone Consulting May 2010 - June 2011
Skills
Administrative..., Office Management, Outlook, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Office Administration, Microsoft Excel, Event Planning, Spreadsheets
Education
Triton College
University of Phoenix
Maxim Tsolov Maxim Tsolov's Raymond James Financial Inc. Experience July 2014 - Present
Job Investment Banking Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2014 - Present
EY August 2013 - July 2014
Ernst & Young January 2012 - March 2012
Burkenroad Reports, Tulane University August 2011 - December 2011
Bank of Texas May 2011 - August 2011
Skills
Finance, Valuation, Insurance, Forensic Accounting, Investment Banking, Due Diligence, Financial Accounting
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Accounting
Universidad Pontificia Comillas 2011 — 2011
Abroad Program, Capital Markets and Spanish
Tulane University 2008 — 2012
Bachelor of Science in Management, Legal Studies in Buisness
Raymond James Financial Inc. July 2014 - Present
EY August 2013 - July 2014
Ernst & Young January 2012 - March 2012
Burkenroad Reports, Tulane University August 2011 - December 2011
Bank of Texas May 2011 - August 2011
Skills
Finance, Valuation, Insurance, Forensic Accounting, Investment Banking, Due Diligence, Financial Accounting
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Accounting
Universidad Pontificia Comillas 2011 — 2011
Abroad Program, Capital Markets and Spanish
Tulane University 2008 — 2012
Bachelor of Science in Management, Legal Studies in Buisness
Zach Ferguson's Raymond James Financial Inc. Experience May 2011 - August 2011
Job Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Clickbooth January 2014 - July 2014
Morgan Stanley January 2013 - May 2013
Wagner Realty June 2012 - August 2012
Raymond James Financial Inc. May 2011 - August 2011
Skills
SQL, Data Analysis, Statistical Data..., R, Statistical Software, Microsoft Excel, Financial Analysis, Databases, Financial Modeling, Data Modeling, Finance, Time Management, Marketing, Social Media, Microsoft Word, Writing, Business Intelligence, Budgets, International Marketing, Analysis, Fundraising, Leadership, Management, Project Management, Market Research, Access, Resource Allocation, PowerPoint, Statistical Modeling
Education
University of Alabama 2008 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance, International Business, Cum Laude
University of Alabama 2008 — 2013
Bachelor of Music (B.M.), Music Performance, French Horn, Cum Laude
Fisher Investments August 2014 - Present
Clickbooth January 2014 - July 2014
Morgan Stanley January 2013 - May 2013
Wagner Realty June 2012 - August 2012
Raymond James Financial Inc. May 2011 - August 2011
Skills
SQL, Data Analysis, Statistical Data..., R, Statistical Software, Microsoft Excel, Financial Analysis, Databases, Financial Modeling, Data Modeling, Finance, Time Management, Marketing, Social Media, Microsoft Word, Writing, Business Intelligence, Budgets, International Marketing, Analysis, Fundraising, Leadership, Management, Project Management, Market Research, Access, Resource Allocation, PowerPoint, Statistical Modeling
Education
University of Alabama 2008 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance, International Business, Cum Laude
University of Alabama 2008 — 2013
Bachelor of Music (B.M.), Music Performance, French Horn, Cum Laude
Kent Kaplan Kent Kaplan's Raymond James Financial Inc. Experience January 2005 - May 2008
Job Trust Advisor at Regions Private Wealth Management
Industry Financial Services
Experience
Regions Financial Corporation February 2013 - Present
Regions Financial Corporation October 2003 - March 2013
Raymond James Financial Inc. January 2005 - May 2008
Skills
Financials, Wealth Management, Portfolio Management, Strategic Financial..., Estate Planning, Asset Management, Wealth Management..., Investment Management, Banking, Finance, Credit, Mortgage Lending, Wealth, Trusts
Education
University of Alabama 1999 — 2003
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Regions Financial Corporation February 2013 - Present
Regions Financial Corporation October 2003 - March 2013
Raymond James Financial Inc. January 2005 - May 2008
Skills
Financials, Wealth Management, Portfolio Management, Strategic Financial..., Estate Planning, Asset Management, Wealth Management..., Investment Management, Banking, Finance, Credit, Mortgage Lending, Wealth, Trusts
Education
University of Alabama 1999 — 2003
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Jessica Davenport Jessica Davenport's Raymond James Financial Inc. Experience June 2007 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. June 2007 - Present
A.G. Edwards & Sons, Inc. June 2000 - June 2007
Skills
Retirement Planning, Investment Management, Life Insurance, Qualified Retirement..., 401k Rollovers, Estate Planning & Trust..., Retirement, Portfolio Management, Finance
Education
Troy University 1992 — 1996
Bachelor of Arts (B.A.), Political Science/Economics
Raymond James Financial Inc. June 2007 - Present
A.G. Edwards & Sons, Inc. June 2000 - June 2007
Skills
Retirement Planning, Investment Management, Life Insurance, Qualified Retirement..., 401k Rollovers, Estate Planning & Trust..., Retirement, Portfolio Management, Finance
Education
Troy University 1992 — 1996
Bachelor of Arts (B.A.), Political Science/Economics
Ben Penix's Raymond James Financial Inc. Experience February 2011 - Present
Job Financial Consultant at Stephens
Industry Financial Services
Experience
Stephens Inc. March 2015 - Present
Raymond James Financial Inc. February 2011 - Present
Education
University of Arkansas at Fayetteville 1996 — 2000
Bachelor of Science (BS), Finance, General
Stephens Inc. March 2015 - Present
Raymond James Financial Inc. February 2011 - Present
Education
University of Arkansas at Fayetteville 1996 — 2000
Bachelor of Science (BS), Finance, General
Charles D Dodds III's Raymond James Financial Inc. Experience November 2014 - Present
Job Financial Advisor with Dodds Wealth Management Group of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Dodds Wealth Management Group December 2009 - November 2014
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Estate Planning, Investments, Strategic Financial..., Finance, 401k, Life Insurance, Strategic Planning, Asset Management, Small Business, Asset Allocation, Fixed Annuities, Portfolio Management, Disability Insurance, Investment Advisory, Insurance, Series 7, Alternative Investments, Securities, Series 63, IRAs, Financial Planning, Long-term Care, Investment Management, Term Life Insurance, Series 6, Fixed Income, Asset Managment, Equities
Education
The University of Texas at Austin 1996 — 1998
Cathedral 1992 — 1996
Raymond James Financial Inc. November 2014 - Present
Dodds Wealth Management Group December 2009 - November 2014
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Estate Planning, Investments, Strategic Financial..., Finance, 401k, Life Insurance, Strategic Planning, Asset Management, Small Business, Asset Allocation, Fixed Annuities, Portfolio Management, Disability Insurance, Investment Advisory, Insurance, Series 7, Alternative Investments, Securities, Series 63, IRAs, Financial Planning, Long-term Care, Investment Management, Term Life Insurance, Series 6, Fixed Income, Asset Managment, Equities
Education
The University of Texas at Austin 1996 — 1998
Cathedral 1992 — 1996
Noel A. Howe, CIMA®, CRPC® Noel A. Howe, CIMA®, CRPC®'s Raymond James Financial Inc. Experience March 2010 - March 2013
Job Portfolio Consultant
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Raymond James Financial Inc. March 2010 - March 2013
SunTrust Investment Services October 1998 - March 2010
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Portfolio Construction, Investment Policy..., Asset Allocation, Risk Measurement &..., Portfolio Management, Mutual Funds, Finance, Investment Advisory, Wealth, Investments, Fixed Annuities
Education
University of Bradford 1988 — 1989
Master of Science (M.Sc.), Project Planning and Analysis
University of the West Indies 1979 — 1982
Bachelor of Science (BSc), Economics
Charles Schwab March 2013 - Present
Raymond James Financial Inc. March 2010 - March 2013
SunTrust Investment Services October 1998 - March 2010
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Portfolio Construction, Investment Policy..., Asset Allocation, Risk Measurement &..., Portfolio Management, Mutual Funds, Finance, Investment Advisory, Wealth, Investments, Fixed Annuities
Education
University of Bradford 1988 — 1989
Master of Science (M.Sc.), Project Planning and Analysis
University of the West Indies 1979 — 1982
Bachelor of Science (BSc), Economics
David Dawley David Dawley's Raymond James Financial Inc. Experience January 2006 - April 2013
Job Advisory System Engineer, Experienced IT Manager
Industry Financial Services
Experience
Syniverse Technologies, Inc. September 2013 - October 2014
Raymond James Financial Inc. January 2006 - April 2013
Raymond James Financial Inc. 2003 - 2006
Raymond James Financial Inc. 2002 - 2003
Eagle Asset Management December 1996 - April 2002
Private Networks, Inc. January 1993 - March 1994
Page & Addison, P.C. August 1992 - March 1994
Skills
Informix, Middleware, Non-profits, Program Management, IT Strategy, Web Design, Software Development, Finance, SharePoint, SQL, Requirements Gathering, Process Improvement, Visio, SDLC, Microsoft SQL Server, Unix, Integration, T-SQL, Requirements Analysis, Enterprise Architecture, Database Design, Databases, Testing, Nonprofits, IT Management, Disaster Recovery, Analysis, Software Documentation, Oracle, Management, Software Project..., Project Management, Agile Methodologies, Leadership, Systems Analysis, SOA, Agile Project Management, PMP, Business Analysis, Data Modeling, ITIL, Web Services, Business Process, .NET, Data Warehousing, Vendor Management
Education
United States Military Academy at West Point 1980 — 1982
Syniverse Technologies, Inc. September 2013 - October 2014
Raymond James Financial Inc. January 2006 - April 2013
Raymond James Financial Inc. 2003 - 2006
Raymond James Financial Inc. 2002 - 2003
Eagle Asset Management December 1996 - April 2002
Private Networks, Inc. January 1993 - March 1994
Page & Addison, P.C. August 1992 - March 1994
Skills
Informix, Middleware, Non-profits, Program Management, IT Strategy, Web Design, Software Development, Finance, SharePoint, SQL, Requirements Gathering, Process Improvement, Visio, SDLC, Microsoft SQL Server, Unix, Integration, T-SQL, Requirements Analysis, Enterprise Architecture, Database Design, Databases, Testing, Nonprofits, IT Management, Disaster Recovery, Analysis, Software Documentation, Oracle, Management, Software Project..., Project Management, Agile Methodologies, Leadership, Systems Analysis, SOA, Agile Project Management, PMP, Business Analysis, Data Modeling, ITIL, Web Services, Business Process, .NET, Data Warehousing, Vendor Management
Education
United States Military Academy at West Point 1980 — 1982
Elizabeth Jayes's Raymond James Financial Inc. Experience January 2008 - April 2009
Job Currently seeking a salaried financial services/client relationship management position.
Industry Financial Services
Experience
Buckhead Wealth Management 2011 - 2012
Ameriprise Financial Services, Inc. September 2010 - April 2011
Raymond James Financial Inc. January 2008 - April 2009
Smith Barney September 1999 - December 2008
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Financial Analysis, Strategic Financial..., Securities, Asset Management, Equities, Series 63, Mutual Funds, Fixed Income, Financial Modeling, Finance, Investment Strategies
Education
Tulane University
B.A., English, Economics
Buckhead Wealth Management 2011 - 2012
Ameriprise Financial Services, Inc. September 2010 - April 2011
Raymond James Financial Inc. January 2008 - April 2009
Smith Barney September 1999 - December 2008
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Financial Analysis, Strategic Financial..., Securities, Asset Management, Equities, Series 63, Mutual Funds, Fixed Income, Financial Modeling, Finance, Investment Strategies
Education
Tulane University
B.A., English, Economics
Carter Adams Carter Adams's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Area Catering Sales Manager
Industry Marketing and Advertising
Experience
Your Carrier, LLC March 2015 - Present
Maki Fresh September 2014 - Present
Maki Fresh September 2013 - September 2014
Instant Scholar January 2013 - May 2013
Raymond James Financial Inc. June 2012 - August 2012
H2 Real Estate/HCP Properties May 2012 - August 2012
Wamjo January 2012 - April 2012
Blue Bell Creameries June 2011 - March 2012
Skills
Communication Skills, Self-motivated Team..., Social Skills, Sales, Creativity, Problem Solving, Time Management, Customer Service, Leadership, Microsoft Office, Marketing, Strategic Planning, Teamwork, Communication
Education
University of Alabama 2009 — 2013
Bachelor of Science (BS), Marketing and a Specialization in Professional Sales
Your Carrier, LLC March 2015 - Present
Maki Fresh September 2014 - Present
Maki Fresh September 2013 - September 2014
Instant Scholar January 2013 - May 2013
Raymond James Financial Inc. June 2012 - August 2012
H2 Real Estate/HCP Properties May 2012 - August 2012
Wamjo January 2012 - April 2012
Blue Bell Creameries June 2011 - March 2012
Skills
Communication Skills, Self-motivated Team..., Social Skills, Sales, Creativity, Problem Solving, Time Management, Customer Service, Leadership, Microsoft Office, Marketing, Strategic Planning, Teamwork, Communication
Education
University of Alabama 2009 — 2013
Bachelor of Science (BS), Marketing and a Specialization in Professional Sales
Rachel Whitcomb Rachel Whitcomb's Raymond James Financial Inc. Experience June 2004 - July 2013
Job Associate Administrator at University of Minnesota
Industry Hospital & Health Care
Experience
University of Minnesota June 2015 - Present
University of Minnesota July 2013 - June 2015
Raymond James Financial Inc. June 2004 - July 2013
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
Truman State University 2000 — 2004
Bachelor's Degree, English Language and Literature, General
University of Minnesota June 2015 - Present
University of Minnesota July 2013 - June 2015
Raymond James Financial Inc. June 2004 - July 2013
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
Truman State University 2000 — 2004
Bachelor's Degree, English Language and Literature, General
Thomas Ganey Thomas Ganey's Raymond James Financial Inc. Experience June 2014 - Present
Job Mutual Fund Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. June 2013 - May 2014
UBS June 2012 - August 2012
DePrince, Race & Zollo, Inc. January 2012 - April 2012
First America Bank May 2009 - December 2011
Citi Smith Barney May 2008 - August 2008
Skills
Bloomberg Terminal, FactSet, Capital IQ, Financial Modeling, Microsoft Excel, Capital Markets, Options, Bloomberg, Financial Advisory, Investments, Equity Research, Wealth Management, Finance, Financial Analysis, Portfolio Management, Corporate Finance, Mutual Funds
Education
University of Florida 2012 — 2013
Master of Science (M.S.), Finance
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, Information Systems
Universidad Antonio de Nebrija 2010 — 2010
Warrington College of Business Administration International Program
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. June 2013 - May 2014
UBS June 2012 - August 2012
DePrince, Race & Zollo, Inc. January 2012 - April 2012
First America Bank May 2009 - December 2011
Citi Smith Barney May 2008 - August 2008
Skills
Bloomberg Terminal, FactSet, Capital IQ, Financial Modeling, Microsoft Excel, Capital Markets, Options, Bloomberg, Financial Advisory, Investments, Equity Research, Wealth Management, Finance, Financial Analysis, Portfolio Management, Corporate Finance, Mutual Funds
Education
University of Florida 2012 — 2013
Master of Science (M.S.), Finance
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, Information Systems
Universidad Antonio de Nebrija 2010 — 2010
Warrington College of Business Administration International Program
Garrison Allen Garrison Allen's Raymond James Financial Inc. Experience January 2015 - Present
Job Equity Research Associate at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. January 2015 - Present
J.P. Morgan May 2014 - August 2014
McCombs School of Business August 2012 - May 2014
Luther King Capital Management May 2013 - August 2013
Skills
Finance, Investments, Economics, Financial Accounting, Data Analysis, PowerPoint, Financial Modeling, Microsoft Excel, Financial Analysis, Access, Valuation, Corporate Finance, Microsoft Word, Research
Education
The University of Texas at Austin 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance: Investment Management Track, Sophomore
Raymond James Financial Inc. January 2015 - Present
J.P. Morgan May 2014 - August 2014
McCombs School of Business August 2012 - May 2014
Luther King Capital Management May 2013 - August 2013
Skills
Finance, Investments, Economics, Financial Accounting, Data Analysis, PowerPoint, Financial Modeling, Microsoft Excel, Financial Analysis, Access, Valuation, Corporate Finance, Microsoft Word, Research
Education
The University of Texas at Austin 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance: Investment Management Track, Sophomore
James Milburn James Milburn's Raymond James Financial Inc. Experience January 2001 - July 2004
Job Enterprise Applications Services Manager at University of Alaska
Industry Higher Education
Experience
University of Alaska July 2015 - Present
University of Alaska July 2004 - July 2015
Raymond James Financial Inc. January 2001 - July 2004
First Data Corporation June 1998 - December 2000
Skills
Microsoft Office, Windows, Programming, SQL, Software Documentation, Access, Microsoft Excel, Data Analysis, Databases, Windows 7, Troubleshooting, Linux, Technical Writing, Research, Analysis, PowerPoint, System Administration, Public Speaking, Statistics, Higher Education, Networking, HTML, Java
Education
University of Alaska Fairbanks 2006 — 2014
Associate of Applied Science, Information Technology Special, Cum Laude
University of Alaska Fairbanks
University of Alaska July 2015 - Present
University of Alaska July 2004 - July 2015
Raymond James Financial Inc. January 2001 - July 2004
First Data Corporation June 1998 - December 2000
Skills
Microsoft Office, Windows, Programming, SQL, Software Documentation, Access, Microsoft Excel, Data Analysis, Databases, Windows 7, Troubleshooting, Linux, Technical Writing, Research, Analysis, PowerPoint, System Administration, Public Speaking, Statistics, Higher Education, Networking, HTML, Java
Education
University of Alaska Fairbanks 2006 — 2014
Associate of Applied Science, Information Technology Special, Cum Laude
University of Alaska Fairbanks
Luca Cipiccia Luca Cipiccia's Raymond James Financial Inc. Experience September 2011 - September 2012
Job Executive Director, Equity Research at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
Goldman Sachs October 2012 - October 2014
Raymond James Financial Inc. September 2011 - September 2012
Goldman Sachs May 2002 - April 2009
Skills
Equity Research, Economics, Retail, Latin America, Equities, Valuation, Capital Markets, Investment Banking, Financial Modeling, Bloomberg, Hedge Funds, Fixed Income, Emerging Markets, Financial Markets, Private Equity
Education
ESADE Business School 2009 — 2010
MBA, Entrepreneurship & Business Policies in Emerging Markets.
Università Commerciale 'Luigi Bocconi' 1997 — 2002
Degree, Corporate Law and Business Administration
Goldman Sachs October 2014 - Present
Goldman Sachs October 2012 - October 2014
Raymond James Financial Inc. September 2011 - September 2012
Goldman Sachs May 2002 - April 2009
Skills
Equity Research, Economics, Retail, Latin America, Equities, Valuation, Capital Markets, Investment Banking, Financial Modeling, Bloomberg, Hedge Funds, Fixed Income, Emerging Markets, Financial Markets, Private Equity
Education
ESADE Business School 2009 — 2010
MBA, Entrepreneurship & Business Policies in Emerging Markets.
Università Commerciale 'Luigi Bocconi' 1997 — 2002
Degree, Corporate Law and Business Administration
Joshua Griffin's Raymond James Financial Inc. Experience June 2008 - December 2008
Job Financial Advisor at BBVA Compass
Industry Banking
Experience
BBVA Compass January 2013 - Present
BBVA Compass February 2011 - December 2012
Wells Fargo July 2009 - January 2011
Edward Jones January 2009 - July 2009
Raymond James Financial Inc. June 2008 - December 2008
Skills
Series 7, Life & Health Insurance..., NMLS Licensed, Series 66, Small Business Lending, Consumer Lending, Series 63, Series 6, Mortgage Lending, Retail Banking, Commercial Lending, Banking, Loans, Credit, Credit Analysis, Lines Of Credit
Education
University of Alabama 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
BBVA Compass January 2013 - Present
BBVA Compass February 2011 - December 2012
Wells Fargo July 2009 - January 2011
Edward Jones January 2009 - July 2009
Raymond James Financial Inc. June 2008 - December 2008
Skills
Series 7, Life & Health Insurance..., NMLS Licensed, Series 66, Small Business Lending, Consumer Lending, Series 63, Series 6, Mortgage Lending, Retail Banking, Commercial Lending, Banking, Loans, Credit, Credit Analysis, Lines Of Credit
Education
University of Alabama 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Ronie Kim Ronie Kim's Raymond James Financial Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Bridge Street Advisors February 2014 - April 2014
Catapult Advisors October 2013 - December 2013
Hana Bank June 2013 - August 2013
Safe Transportation and Research Education Center (SafeTREC) March 2012 - August 2013
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Bridge Street Advisors February 2014 - April 2014
Catapult Advisors October 2013 - December 2013
Hana Bank June 2013 - August 2013
Safe Transportation and Research Education Center (SafeTREC) March 2012 - August 2013
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
David Raus David Raus's Raymond James Financial Inc. Experience August 2010 - March 2011
Job Associate Director, Institutional Marketing
Industry Financial Services
Experience
Compass Financial Partners July 2015 - Present
Weiser Center for Emerging Democracies May 2015 - June 2015
YMCA February 2015 - May 2015
Boys & Girls Clubs of America June 2014 - December 2014
Binaries July 2011 - September 2013
Raymond James Financial Inc. August 2010 - March 2011
ARAMARK May 2010 - September 2010
Skills
Customer Service, Dell Computers, Financial Analysis, HTML, Event Planning, Team Leadership, Sales, Economics, Public Speaking, Research, Social Media, Marketing, Leadership, Time Management, Microsoft Office, Finance, Teamwork, Management, Microsoft Excel, Italian, Spanish
Education
University of North Carolina at Wilmington 2013 — 2015
Master of Business Administration (M.B.A.), International Finance
University of Valencia 2013 — 2015
International Master of Business Administration, International Business
University of North Carolina at Wilmington 2009 — 2013
B.S.B.A., Dual Concentration: Finance; Economics
University of Alabama 2008 — 2009
Compass Financial Partners July 2015 - Present
Weiser Center for Emerging Democracies May 2015 - June 2015
YMCA February 2015 - May 2015
Boys & Girls Clubs of America June 2014 - December 2014
Binaries July 2011 - September 2013
Raymond James Financial Inc. August 2010 - March 2011
ARAMARK May 2010 - September 2010
Skills
Customer Service, Dell Computers, Financial Analysis, HTML, Event Planning, Team Leadership, Sales, Economics, Public Speaking, Research, Social Media, Marketing, Leadership, Time Management, Microsoft Office, Finance, Teamwork, Management, Microsoft Excel, Italian, Spanish
Education
University of North Carolina at Wilmington 2013 — 2015
Master of Business Administration (M.B.A.), International Finance
University of Valencia 2013 — 2015
International Master of Business Administration, International Business
University of North Carolina at Wilmington 2009 — 2013
B.S.B.A., Dual Concentration: Finance; Economics
University of Alabama 2008 — 2009
Zachary Adams's Raymond James Financial Inc. Experience May 2013 - August 2013
Job Market Risk Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Culverhouse Investment Management Group May 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Forza Financial March 2013 - May 2014
Raymond James Financial Inc. May 2013 - August 2013
Books A Million May 2012 - August 2012
Skills
Data Analysis, Applied Mathematics, Analytical Skills, Writing, Team Leadership, Microsoft Office, Financial Modeling, Economics, Management, Research, Financial Analysis, Risk Management, Investments, Quantitative Risk, Market Risk, Financial Risk, Credit Risk, Investment Management
Education
University of Alabama 2011 — 2015
Bachelor of Science (BS), Finance, Economics, Math
Jefferson County International Baccalaureate School 2007 — 2011
High School
Bank of America Merrill Lynch July 2015 - Present
Culverhouse Investment Management Group May 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Forza Financial March 2013 - May 2014
Raymond James Financial Inc. May 2013 - August 2013
Books A Million May 2012 - August 2012
Skills
Data Analysis, Applied Mathematics, Analytical Skills, Writing, Team Leadership, Microsoft Office, Financial Modeling, Economics, Management, Research, Financial Analysis, Risk Management, Investments, Quantitative Risk, Market Risk, Financial Risk, Credit Risk, Investment Management
Education
University of Alabama 2011 — 2015
Bachelor of Science (BS), Finance, Economics, Math
Jefferson County International Baccalaureate School 2007 — 2011
High School
Ann Huang Ann Huang's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Digital Marketing
Industry Marketing and Advertising
Experience
Rocket Internet AG May 2014 - September 2014
Undergraduate Research Apprentice Program August 2013 - May 2014
Cisco August 2013 - December 2013
Raymond James Financial Inc. June 2013 - August 2013
Andreessen Horowitz August 2012 - December 2012
Skills
Microsoft Excel, Online Marketing, SEM, Google AdWords, Microsoft Office, Microsoft Word, Microsoft PowerPoint, Market Research, PowerPoint, Leadership, Social Media, Financial Analysis, Data Analysis, Photoshop
Education
University of California, Berkeley
Bachelor's Degree, Economics & German Literature
Rocket Internet AG May 2014 - September 2014
Undergraduate Research Apprentice Program August 2013 - May 2014
Cisco August 2013 - December 2013
Raymond James Financial Inc. June 2013 - August 2013
Andreessen Horowitz August 2012 - December 2012
Skills
Microsoft Excel, Online Marketing, SEM, Google AdWords, Microsoft Office, Microsoft Word, Microsoft PowerPoint, Market Research, PowerPoint, Leadership, Social Media, Financial Analysis, Data Analysis, Photoshop
Education
University of California, Berkeley
Bachelor's Degree, Economics & German Literature
Monica Won's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Student at Università Bocconi
Industry Financial Services
Experience
Law Offices of Hass Bashir, LLC October 2014 - January 2015
National Financial Partners May 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Emeritus 2012 - 2013
Montgomery County Circuit Court June 2011 - May 2012
Skills
Java, Adobe Creative Suite, CAD, Microsoft Excel, Graphic Design, Illustration, Painting, Violin, Pottery, Data Analysis, Financial Reporting, Economics, Microsoft Office, Management, Finance, Financial Accounting, Nonprofits, Research, Microsoft Word, Teaching, Public Speaking, Teamwork, Leadership, PowerPoint, Social Media
Education
Università Commerciale 'Luigi Bocconi' 2015 — 2017
Bachelor of Science (B.Sc.), International Finance, 28/30
University of Notre Dame 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Studio Art
Winston Churchill Highschool 2008 — 2012
Math, Science & Technology Academy
Law Offices of Hass Bashir, LLC October 2014 - January 2015
National Financial Partners May 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Emeritus 2012 - 2013
Montgomery County Circuit Court June 2011 - May 2012
Skills
Java, Adobe Creative Suite, CAD, Microsoft Excel, Graphic Design, Illustration, Painting, Violin, Pottery, Data Analysis, Financial Reporting, Economics, Microsoft Office, Management, Finance, Financial Accounting, Nonprofits, Research, Microsoft Word, Teaching, Public Speaking, Teamwork, Leadership, PowerPoint, Social Media
Education
Università Commerciale 'Luigi Bocconi' 2015 — 2017
Bachelor of Science (B.Sc.), International Finance, 28/30
University of Notre Dame 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Studio Art
Winston Churchill Highschool 2008 — 2012
Math, Science & Technology Academy
Brian Bottjer's Raymond James Financial Inc. Experience December 2000 - August 2005
Job Controller at 1347 Property Insurance Inc
Industry Insurance
Experience
1347 Property Insurance Holdings, Inc. September 2014 - Present
Biovest International September 2006 - May 2014
Stewart Title August 2005 - September 2006
Raymond James Financial Inc. December 2000 - August 2005
Skills
Accounting, Internal Controls, SEC filings, US GAAP, Sarbanes-Oxley Act, CPA, Consolidation, Revenue Recognition, Sarbanes-Oxley, Variance Analysis, Cost Accounting, Accruals, Fixed Assets, Auditing, Financial Analysis, Hyperion Enterprise, GAAP, Great Plains Software, Certified Public..., Statutory Accounting, Derivatives, Corporate Tax, Property & Casualty...
Education
State University of New York at Buffalo 1992 — 1997
BS, Business Administration and Management, General
1347 Property Insurance Holdings, Inc. September 2014 - Present
Biovest International September 2006 - May 2014
Stewart Title August 2005 - September 2006
Raymond James Financial Inc. December 2000 - August 2005
Skills
Accounting, Internal Controls, SEC filings, US GAAP, Sarbanes-Oxley Act, CPA, Consolidation, Revenue Recognition, Sarbanes-Oxley, Variance Analysis, Cost Accounting, Accruals, Fixed Assets, Auditing, Financial Analysis, Hyperion Enterprise, GAAP, Great Plains Software, Certified Public..., Statutory Accounting, Derivatives, Corporate Tax, Property & Casualty...
Education
State University of New York at Buffalo 1992 — 1997
BS, Business Administration and Management, General
Brett Golden Brett Golden's Raymond James Financial Inc. Experience September 2011 - June 2013
Job Environmental Services Company
Industry Environmental Services
Experience
Environmental Services Company January 2015 - Present
Bank of the Ozarks June 2013 - January 2015
Raymond James Financial Inc. September 2011 - June 2013
University of Arkansas January 2009 - December 2009
Academy Sports & Outdoor June 2009 - August 2009
Harco Construction July 2007 - August 2007
St. James United Methodist Church May 2006 - August 2006
Skills
Finance, Investments, Corporate Finance, Financial Advisory, Valuation, Investment Strategies, Series 7, Credit Analysis, Sales, Accounting, Banking, Customer Service, Microsoft Excel, Management, Financial Analysis, Financial Modeling, Leadership, Marketing
Education
University of Arkansas at Fayetteville 2007 — 2011
B.S. in B.A. Financial Management and Investments, Finance, Accounting
Arkansas Baptist High School
University of Arkansas
Degree - B.S.B.A, Financial Management and Investments; Accounting
University of Arkansas, Sam M. Walton College of Business
Bachelor of Science, Business Administration; Financial Management and Investments
Environmental Services Company January 2015 - Present
Bank of the Ozarks June 2013 - January 2015
Raymond James Financial Inc. September 2011 - June 2013
University of Arkansas January 2009 - December 2009
Academy Sports & Outdoor June 2009 - August 2009
Harco Construction July 2007 - August 2007
St. James United Methodist Church May 2006 - August 2006
Skills
Finance, Investments, Corporate Finance, Financial Advisory, Valuation, Investment Strategies, Series 7, Credit Analysis, Sales, Accounting, Banking, Customer Service, Microsoft Excel, Management, Financial Analysis, Financial Modeling, Leadership, Marketing
Education
University of Arkansas at Fayetteville 2007 — 2011
B.S. in B.A. Financial Management and Investments, Finance, Accounting
Arkansas Baptist High School
University of Arkansas
Degree - B.S.B.A, Financial Management and Investments; Accounting
University of Arkansas, Sam M. Walton College of Business
Bachelor of Science, Business Administration; Financial Management and Investments
M. Shawn Syx M. Shawn Syx's Raymond James Financial Inc. Experience August 2003 - October 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Raymond James Financial Inc. August 2003 - October 2012
Education
University of Alabama at Birmingham 1986 — 1991
Bachelor of Science (BS), Finance and Financial Management Services
Ameriprise Financial Services, Inc. October 2012 - Present
Raymond James Financial Inc. August 2003 - October 2012
Education
University of Alabama at Birmingham 1986 — 1991
Bachelor of Science (BS), Finance and Financial Management Services
Frank Stone Frank Stone's Raymond James Financial Inc. Experience July 2014 - Present
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2014 - Present
BHR Capital LLC June 2013 - July 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Equities, Valuation, PowerPoint, Finance, Accounting, Mergers & Acquisitions, Investments
Education
University of Alabama, Manderson Graduate School of Business 2013 — 2014
Master of Science (MS), Finance
University of Alabama 2010 — 2014
Bachelor's degree, Finance, General
Memphis University School
Raymond James Financial Inc. July 2014 - Present
BHR Capital LLC June 2013 - July 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Equities, Valuation, PowerPoint, Finance, Accounting, Mergers & Acquisitions, Investments
Education
University of Alabama, Manderson Graduate School of Business 2013 — 2014
Master of Science (MS), Finance
University of Alabama 2010 — 2014
Bachelor's degree, Finance, General
Memphis University School
Genaro Villa's Raymond James Financial Inc. Experience September 2013 - May 2014
Job Finance Analyst at Freddie Mac
Industry Financial Services
Experience
Freddie Mac June 2014 - Present
Raymond James Financial Inc. September 2013 - May 2014
Skills
Teamwork, Finance, Hyperion Planning, Microsoft Excel, Financial Analysis, Research, Financial Modeling, Windows 7, Google Chrome, Customer Service, Lingo, Microsoft Word, Stock Investor Pro..., Bloomberg Terminal, Microsoft Office, Analysis, Accounting, PowerPoint, Team Leadership, Data Analysis
Education
The University of Texas at El Paso 2010 — 2014
Bachelor of Business Administration (BBA), Economics
Freddie Mac June 2014 - Present
Raymond James Financial Inc. September 2013 - May 2014
Skills
Teamwork, Finance, Hyperion Planning, Microsoft Excel, Financial Analysis, Research, Financial Modeling, Windows 7, Google Chrome, Customer Service, Lingo, Microsoft Word, Stock Investor Pro..., Bloomberg Terminal, Microsoft Office, Analysis, Accounting, PowerPoint, Team Leadership, Data Analysis
Education
The University of Texas at El Paso 2010 — 2014
Bachelor of Business Administration (BBA), Economics
Mitchell Hay's Raymond James Financial Inc. Experience May 2014 - July 2014
Job Student at The University of Alabama
Industry Financial Services
Experience
Northwestern Mutual May 2015 - July 2015
Raymond James Financial Inc. May 2014 - July 2014
Purcell, Flanagan, Hay & Greene, P.A. May 2011 - August 2013
Skills
PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Social Networking, Microsoft Word, Customer Service, Public Speaking, Leadership, Sales, Teamwork, Research, Time Management, Event Planning, Finance
Education
University of Alabama 2011 — 2015
Bachelor of Science (BS), Financial Planning and Services
Northwestern Mutual May 2015 - July 2015
Raymond James Financial Inc. May 2014 - July 2014
Purcell, Flanagan, Hay & Greene, P.A. May 2011 - August 2013
Skills
PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Social Networking, Microsoft Word, Customer Service, Public Speaking, Leadership, Sales, Teamwork, Research, Time Management, Event Planning, Finance
Education
University of Alabama 2011 — 2015
Bachelor of Science (BS), Financial Planning and Services
Chase Bottcher's Raymond James Financial Inc. Experience September 2011 - Present
Job Bond Broker at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 2011 - Present
Morgan Keegan May 2010 - July 2010
Northwestern Mutual Financial Network May 2009 - December 2009
Skills
Customer Service, Sales, Workshop Facilitation, Series 7, Series 63, Financial Analysis, Investments, Microsoft Office, Securities, Mutual Funds, Fixed Income, Insurance, PowerPoint, Strategic Financial..., Portfolio Management, Retirement Planning, Microsoft Excel, Bloomberg, Bonds, Options, Financial Modeling, Risk Management, Banking
Education
University of Alabama 2007 — 2011
BS, International Finance
Raymond James Financial Inc. September 2011 - Present
Morgan Keegan May 2010 - July 2010
Northwestern Mutual Financial Network May 2009 - December 2009
Skills
Customer Service, Sales, Workshop Facilitation, Series 7, Series 63, Financial Analysis, Investments, Microsoft Office, Securities, Mutual Funds, Fixed Income, Insurance, PowerPoint, Strategic Financial..., Portfolio Management, Retirement Planning, Microsoft Excel, Bloomberg, Bonds, Options, Financial Modeling, Risk Management, Banking
Education
University of Alabama 2007 — 2011
BS, International Finance
Eddie Cason's Raymond James Financial Inc. Experience December 2012 - December 2013
Job CEO at Amari Kai Technology, Inc.
Industry Information Technology and Services
Experience
MillerCoors January 2015 - Present
Amari Kai Technology December 2012 - Present
Yale University January 2014 - December 2014
Raymond James Financial Inc. December 2012 - December 2013
IBM April 1999 - December 2008
Skills
Java Enterprise Edition, Quality Assurance, Quality Center, QTP, Testing, Performance Testing, SharePoint, Test Management, Business Analysis, Test Automation, Software Development, Agile Methodologies, Management, Analysis, Requirements Analysis, SDLC
Education
Tuskegee University 1988 — 1992
Bachelor of Science (BS), Computer Science
Tuskegee University
B.S. in Computer Science, Computer Science
MillerCoors January 2015 - Present
Amari Kai Technology December 2012 - Present
Yale University January 2014 - December 2014
Raymond James Financial Inc. December 2012 - December 2013
IBM April 1999 - December 2008
Skills
Java Enterprise Edition, Quality Assurance, Quality Center, QTP, Testing, Performance Testing, SharePoint, Test Management, Business Analysis, Test Automation, Software Development, Agile Methodologies, Management, Analysis, Requirements Analysis, SDLC
Education
Tuskegee University 1988 — 1992
Bachelor of Science (BS), Computer Science
Tuskegee University
B.S. in Computer Science, Computer Science
Shawn Swenson Shawn Swenson's Raymond James Financial Inc. Experience January 2011 - June 2011
Job Account Administrator at Cottingham & Butler
Industry Insurance
Experience
Cottingham & Butler June 2015 - Present
Wells Fargo October 2013 - August 2014
Raymond James Financial Inc. January 2011 - June 2011
Skills
Microsoft Office, Public Speaking, Research, Social Media, Event Planning, Sales, Teamwork, Marketing, Project Management, Teaching
Education
University College Dublin 2014 — 2015
Master's Degree, Sport Management
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Cottingham & Butler June 2015 - Present
Wells Fargo October 2013 - August 2014
Raymond James Financial Inc. January 2011 - June 2011
Skills
Microsoft Office, Public Speaking, Research, Social Media, Event Planning, Sales, Teamwork, Marketing, Project Management, Teaching
Education
University College Dublin 2014 — 2015
Master's Degree, Sport Management
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Gregg Thatcher, CFA® Gregg Thatcher, CFA®'s Raymond James Financial Inc. Experience Vice President - InvestmentsRaymond James Financial Inc.March 2011 - Present
Job Vice President Investments at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. Vice President - InvestmentsRaymond James Financial Inc.March 2011 - Present
HTE April 2001 - February 2011
Stifel Financial Corp. January 1997 - April 2000
Piper Jaffray March 1989 - January 1997
Skills
Nonprofits, Leadership, Public Speaking, Real Estate Development, Real Estate, Property Management, Securities, Brokerage, Investment Properties, Capital Markets, Financial Advisory, Finance, Financial Analysis, Portfolio Management
Education
University of Arizona 1984 — 1988
Bachelor of Science (BS), Agricultural Economics
Fountain Valley School of Colorado
Raymond James Financial Inc. Vice President - InvestmentsRaymond James Financial Inc.March 2011 - Present
HTE April 2001 - February 2011
Stifel Financial Corp. January 1997 - April 2000
Piper Jaffray March 1989 - January 1997
Skills
Nonprofits, Leadership, Public Speaking, Real Estate Development, Real Estate, Property Management, Securities, Brokerage, Investment Properties, Capital Markets, Financial Advisory, Finance, Financial Analysis, Portfolio Management
Education
University of Arizona 1984 — 1988
Bachelor of Science (BS), Agricultural Economics
Fountain Valley School of Colorado
Amy Hedberg Amy Hedberg's Raymond James Financial Inc. Experience October 2012 - May 2013
Job Managed Print Services Consultant at Zeno Office Solutions a Xerox Company
Industry Marketing and Advertising
Experience
Zeno Office Solutions a Xerox Company December 2013 - Present
Raymond James Financial Inc. October 2012 - May 2013
Live Nation Entertainment September 2012 - May 2013
Skills
Marketing, Sales, Social Media, Management, Social Networking, Social Media Marketing, PowerPoint, Marketing Strategy, Market Research, Microsoft Word, Business Strategy, Microsoft Excel, Microsoft Office, Marketing Management, Brand Management, Managed Print Services, B2B Sales, Business Intelligence, Data Analysis, Strategic Technology..., Pricing, Printers, Critical Thinking, B2B, Team Building, Strategic Planning, Customer Service, Leadership
Education
University of Miami - School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, 3.69
Università Cattolica del Sacro Cuore 2012 — 2012
Production and Operations Management, 4.0
Saint John's River State College 2008 — 2010
Associate of Arts (A.A.), Psychology, 3.84
Zeno Office Solutions a Xerox Company December 2013 - Present
Raymond James Financial Inc. October 2012 - May 2013
Live Nation Entertainment September 2012 - May 2013
Skills
Marketing, Sales, Social Media, Management, Social Networking, Social Media Marketing, PowerPoint, Marketing Strategy, Market Research, Microsoft Word, Business Strategy, Microsoft Excel, Microsoft Office, Marketing Management, Brand Management, Managed Print Services, B2B Sales, Business Intelligence, Data Analysis, Strategic Technology..., Pricing, Printers, Critical Thinking, B2B, Team Building, Strategic Planning, Customer Service, Leadership
Education
University of Miami - School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, 3.69
Università Cattolica del Sacro Cuore 2012 — 2012
Production and Operations Management, 4.0
Saint John's River State College 2008 — 2010
Associate of Arts (A.A.), Psychology, 3.84
Dylan Kerney Dylan Kerney's Raymond James Financial Inc. Experience September 2013 - December 2013
Job Fixed Income Research, Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
The Bridge: The Memphis Street Paper March 2013 - May 2014
Raymond James Financial Inc. September 2013 - December 2013
IronHorse Capital January 2013 - April 2013
Konica Minolta Business Solutions U.S.A., Inc. May 2012 - July 2012
Wildrose Landscape Design June 2009 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, English, Team Leadership, German, Accounting
Education
Rhodes College 2011 — 2014
Bachelor of Arts in Commerce and Business, International Business and Finance
University of Antwerp 2013 — 2013
International Business
SunTrust Robinson Humphrey June 2014 - Present
The Bridge: The Memphis Street Paper March 2013 - May 2014
Raymond James Financial Inc. September 2013 - December 2013
IronHorse Capital January 2013 - April 2013
Konica Minolta Business Solutions U.S.A., Inc. May 2012 - July 2012
Wildrose Landscape Design June 2009 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, English, Team Leadership, German, Accounting
Education
Rhodes College 2011 — 2014
Bachelor of Arts in Commerce and Business, International Business and Finance
University of Antwerp 2013 — 2013
International Business
Vita Barrio's Raymond James Financial Inc. Experience August 2012 - Present
Job Vice President International Financial Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2012 - Present
Merrill Lynch January 1995 - August 2012
Skills
Asset Allocation, Mutual Funds, Fixed Income, Alternative Investments, Investments, Series 63, Strategic Financial..., Uniform Combined State..., Portfolio Management, Risk Management, Investment Strategies, Financial Advisory, Investment Management, Asset Managment, Series 6, Hedge Funds, Wealth Management..., Securities, Financial Analysis, Separately Managed..., Financial Modeling, FINRA, Banking, Trading, Bonds, 401k, Investment Banking, Estate Planning, High Net Worth..., Private Banking, IRAs, Capital Markets, Structured Products, Due Diligence, Financial Markets, Relationship Management, Financial Risk, Corporate Finance, Bloomberg, Asset Management, Wealth Management, Investment Advisory, Finance, Equities, ETFs, Series 7, Retirement Planning, Financial Planning
Education
The University of Texas at Austin
Latin American Studies
Raymond James Financial Inc. August 2012 - Present
Merrill Lynch January 1995 - August 2012
Skills
Asset Allocation, Mutual Funds, Fixed Income, Alternative Investments, Investments, Series 63, Strategic Financial..., Uniform Combined State..., Portfolio Management, Risk Management, Investment Strategies, Financial Advisory, Investment Management, Asset Managment, Series 6, Hedge Funds, Wealth Management..., Securities, Financial Analysis, Separately Managed..., Financial Modeling, FINRA, Banking, Trading, Bonds, 401k, Investment Banking, Estate Planning, High Net Worth..., Private Banking, IRAs, Capital Markets, Structured Products, Due Diligence, Financial Markets, Relationship Management, Financial Risk, Corporate Finance, Bloomberg, Asset Management, Wealth Management, Investment Advisory, Finance, Equities, ETFs, Series 7, Retirement Planning, Financial Planning
Education
The University of Texas at Austin
Latin American Studies
Christian J. Leveque Christian J. Leveque's Raymond James Financial Inc. Experience April 2012 - June 2013
Job Municipal Trader, Vice President at First Tryon Securities
Industry Financial Services
Experience
First Tryon Securities September 2013 - Present
Raymond James Financial Inc. April 2012 - June 2013
Morgan Keegan & Company, Inc. June 2008 - April 2012
First Southwest Company June 2006 - June 2007
Skills
Bloomberg, Series 7, Series 66, Chartered Financial..., Portfolio Management, Trading, Bonds, Credit, Fixed Income, Capital Markets, Investments, Asset Management, Financial Risk, Public Finance, Securities, Equities, Foreign Exchange
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance, Finance
Rhodes College 2002 — 2006
B.A., Political Science, Business Administration
First Tryon Securities September 2013 - Present
Raymond James Financial Inc. April 2012 - June 2013
Morgan Keegan & Company, Inc. June 2008 - April 2012
First Southwest Company June 2006 - June 2007
Skills
Bloomberg, Series 7, Series 66, Chartered Financial..., Portfolio Management, Trading, Bonds, Credit, Fixed Income, Capital Markets, Investments, Asset Management, Financial Risk, Public Finance, Securities, Equities, Foreign Exchange
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance, Finance
Rhodes College 2002 — 2006
B.A., Political Science, Business Administration
Pete Bursik Pete Bursik's Raymond James Financial Inc. Experience September 2011 - Present
Job Compliance Officer at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2011 - Present
Raymond James Financial Inc. January 2010 - September 2011
Raymond James Financial Inc. October 2008 - December 2009
Raymond James Financial Inc. August 2007 - October 2008
Raymond James Financial Inc. May 2006 - August 2007
Skills
Series 7 - General..., Series 24 - General..., Series 9 and 10 -..., Series 4 - Registered..., Series 66 - Uniform..., Series 87 - Research..., Series 16 - Supervisory...
Education
UF Hough Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Florida 2001 — 2005
Economics
Raymond James Financial Inc. September 2011 - Present
Raymond James Financial Inc. January 2010 - September 2011
Raymond James Financial Inc. October 2008 - December 2009
Raymond James Financial Inc. August 2007 - October 2008
Raymond James Financial Inc. May 2006 - August 2007
Skills
Series 7 - General..., Series 24 - General..., Series 9 and 10 -..., Series 4 - Registered..., Series 66 - Uniform..., Series 87 - Research..., Series 16 - Supervisory...
Education
UF Hough Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Florida 2001 — 2005
Economics
Kevin Giddis Kevin Giddis's Raymond James Financial Inc. Experience March 1998 - Present
Job Head of fixed income at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Financial Inc. March 1998 - Present
Skills
Fixed Income, Portfolio Management, Bonds, Equities, Asset Management, Asset Allocation, Financial Markets, Investment Strategies, Investments, Hedge Funds, Trading, Bloomberg, Derivatives, Wealth Management, Mutual Funds, Alternative Investments, Investment Management, Investment Advisory, Investment Banking, Private Banking
Education
The University of Southern Mississippi 1979 — 1983
Bachelor of Business Administration (B.B.A.), Banking and Finance
Raymond James Financial Inc. March 1998 - Present
Skills
Fixed Income, Portfolio Management, Bonds, Equities, Asset Management, Asset Allocation, Financial Markets, Investment Strategies, Investments, Hedge Funds, Trading, Bloomberg, Derivatives, Wealth Management, Mutual Funds, Alternative Investments, Investment Management, Investment Advisory, Investment Banking, Private Banking
Education
The University of Southern Mississippi 1979 — 1983
Bachelor of Business Administration (B.B.A.), Banking and Finance
Mark Maher's Raymond James Financial Inc. Experience January 2012 - May 2012
Job IT Project Manager at Sabre Airline Solutions
Industry Airlines/Aviation
Experience
Sabre Airline Solutions June 2013 - Present
JB Hunt Transport Services, Inc. May 2012 - April 2013
Raymond James Financial Inc. January 2012 - May 2012
Skills
Analysis, Critical Thinking, 3PL, Staff Development, Public Speaking, Customer Service, Team Building, Project Management, SAP BI, Data Analysis, Business Analysis
Education
University of Arkansas at Fayetteville 2009 — 2013
Bachelor of Science in Business Administration
Sabre Airline Solutions June 2013 - Present
JB Hunt Transport Services, Inc. May 2012 - April 2013
Raymond James Financial Inc. January 2012 - May 2012
Skills
Analysis, Critical Thinking, 3PL, Staff Development, Public Speaking, Customer Service, Team Building, Project Management, SAP BI, Data Analysis, Business Analysis
Education
University of Arkansas at Fayetteville 2009 — 2013
Bachelor of Science in Business Administration
Jared O'Neal, CFP® Jared O'Neal, CFP®'s Raymond James Financial Inc. Experience April 2014 - June 2015
Job Financial Advisor, RJFS
Industry Financial Services
Experience
First Florida Bank June 2015 - Present
Raymond James Financial Inc. April 2014 - June 2015
Raymond James Financial Inc. January 2013 - April 2014
Raymond James Financial Inc. July 2010 - January 2013
Raymond James Financial Inc December 2006 - July 2010
Brady Ware January 2005 - December 2006
T. Rowe Price September 2002 - January 2005
Skills
Wealth Management, Retirement Planning, Investment Advisory, Financial Planning, Estate Planning, Asset Management, Strategic Financial..., Asset Allocation, Portfolio Management, Investment Strategies
Education
The University of Southern Mississippi 1995 — 2000
BSBA, Marketing
Boston University 2011 — 2011
Certificate in Financial Planning, Financial Planning
First Florida Bank June 2015 - Present
Raymond James Financial Inc. April 2014 - June 2015
Raymond James Financial Inc. January 2013 - April 2014
Raymond James Financial Inc. July 2010 - January 2013
Raymond James Financial Inc December 2006 - July 2010
Brady Ware January 2005 - December 2006
T. Rowe Price September 2002 - January 2005
Skills
Wealth Management, Retirement Planning, Investment Advisory, Financial Planning, Estate Planning, Asset Management, Strategic Financial..., Asset Allocation, Portfolio Management, Investment Strategies
Education
The University of Southern Mississippi 1995 — 2000
BSBA, Marketing
Boston University 2011 — 2011
Certificate in Financial Planning, Financial Planning
Matt Hart Matt Hart's Raymond James Financial Inc. Experience 2007 - 2010
Job Associate at Advantage Capital Partners
Industry Venture Capital & Private Equity
Experience
Advantage Capital Partners April 2015 - Present
Andrews Kurth LLP September 2013 - April 2015
Advantage Capital Partners October 2012 - April 2013
Andrews Kurth LLP July 2012 - August 2012
Vinson and Elkins May 2012 - June 2012
United States Court of Appeals for the Fifth Circuit May 2011 - June 2011
Raymond James Financial Inc. 2007 - 2010
Skills
Investment Banking, Corporate Law, Capital Markets, Venture Capital, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Financial Accounting, Public Equity Offerings, Private Equity, Private Placements, Technology, Investments, Finance, Structured Finance
Education
Vanderbilt University 2003 — 2006
Bachelor of Science, Economics, Finance
Tulane University Law School 2010 — 2013
J.D., Banking, Corporate, Finance, and Securities Law
Isidore Newman School 1997 — 2003
Advantage Capital Partners April 2015 - Present
Andrews Kurth LLP September 2013 - April 2015
Advantage Capital Partners October 2012 - April 2013
Andrews Kurth LLP July 2012 - August 2012
Vinson and Elkins May 2012 - June 2012
United States Court of Appeals for the Fifth Circuit May 2011 - June 2011
Raymond James Financial Inc. 2007 - 2010
Skills
Investment Banking, Corporate Law, Capital Markets, Venture Capital, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Financial Accounting, Public Equity Offerings, Private Equity, Private Placements, Technology, Investments, Finance, Structured Finance
Education
Vanderbilt University 2003 — 2006
Bachelor of Science, Economics, Finance
Tulane University Law School 2010 — 2013
J.D., Banking, Corporate, Finance, and Securities Law
Isidore Newman School 1997 — 2003
Allan LeBlanc's Raymond James Financial Inc. Experience July 2007 - July 2009
Job Product Manager, FeedKind
Industry Renewables & Environment
Experience
Calysta April 2015 - Present
Calysta June 2013 - March 2015
LS9, Inc. June 2012 - August 2012
Ballast Point Ventures August 2009 - July 2011
Raymond James Financial Inc. July 2007 - July 2009
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA
University of Florida 2003 — 2007
B.S.
Calysta April 2015 - Present
Calysta June 2013 - March 2015
LS9, Inc. June 2012 - August 2012
Ballast Point Ventures August 2009 - July 2011
Raymond James Financial Inc. July 2007 - July 2009
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA
University of Florida 2003 — 2007
B.S.
Rob Pinion's Raymond James Financial Inc. Experience January 2013 - Present
Job BPM Developer
Industry Information Technology and Services
Experience
Raymond James Financial Inc. January 2013 - Present
IBM September 2008 - December 2012
Rohm and Haas 2007 - September 2008
NC Dept. of Public Instruction October 2002 - April 2007
Bank of America August 2001 - February 2003
Skills
Project Management, Training
Education
The University of Texas at Austin 1992 — 1995
Graduate Linguistics Program - Computational Linguistics
University of North Carolina at Greensboro 1987 — 1990
BA, Linguistics
Raymond James Financial Inc. January 2013 - Present
IBM September 2008 - December 2012
Rohm and Haas 2007 - September 2008
NC Dept. of Public Instruction October 2002 - April 2007
Bank of America August 2001 - February 2003
Skills
Project Management, Training
Education
The University of Texas at Austin 1992 — 1995
Graduate Linguistics Program - Computational Linguistics
University of North Carolina at Greensboro 1987 — 1990
BA, Linguistics
Thomas DeRosa's Raymond James Financial Inc. Experience July 2012 - March 2014
Job SharePoint Admin Team Lead at PwC
Industry Financial Services
Experience
PwC March 2014 - Present
Raymond James Financial Inc. July 2012 - March 2014
PMSI February 2010 - July 2012
Data Balance October 2009 - March 2010
Kforce, Inc. August 2007 - February 2009
Kforce, Inc. July 2002 - August 2007
MBIA June 2000 - January 2001
MBIA October 1998 - June 2000
MBIA March 1997 - October 1998
BDT COMPUTER GROUP October 1996 - March 1997
Skills
IIS, SharePoint, .NET, SQL Server, Active Directory, Group Policy, Powershell, VBScript, JScript, ASP.NET, Biztalk 2006, BizTalk 2009, HTML + CSS, Remote Desktop Services, NLB, Perfmon, Windows Server 2008, Hyper-V, SCOM, SharePoint Designer, InfoPath, Excel Services, Microsoft SQL Server, DNS, SQL, Windows Server, Servers, Integration, HTML, BizTalk, ITIL, Windows, Terminal Services, Microsoft Exchange, SSRS, Architecture, Data Center, Customer Service
Education
Thunderbird School of Global Management 1992 — 1993
MBA, International Business Management
Pace University 1987 — 1989
BBA, Management Information Systems
Westchester Community College 1984 — 1987
AAS, Information Systems
State University of New York College at Oneonta 1981 — 1981
Mount Vernon HS
PwC March 2014 - Present
Raymond James Financial Inc. July 2012 - March 2014
PMSI February 2010 - July 2012
Data Balance October 2009 - March 2010
Kforce, Inc. August 2007 - February 2009
Kforce, Inc. July 2002 - August 2007
MBIA June 2000 - January 2001
MBIA October 1998 - June 2000
MBIA March 1997 - October 1998
BDT COMPUTER GROUP October 1996 - March 1997
Skills
IIS, SharePoint, .NET, SQL Server, Active Directory, Group Policy, Powershell, VBScript, JScript, ASP.NET, Biztalk 2006, BizTalk 2009, HTML + CSS, Remote Desktop Services, NLB, Perfmon, Windows Server 2008, Hyper-V, SCOM, SharePoint Designer, InfoPath, Excel Services, Microsoft SQL Server, DNS, SQL, Windows Server, Servers, Integration, HTML, BizTalk, ITIL, Windows, Terminal Services, Microsoft Exchange, SSRS, Architecture, Data Center, Customer Service
Education
Thunderbird School of Global Management 1992 — 1993
MBA, International Business Management
Pace University 1987 — 1989
BBA, Management Information Systems
Westchester Community College 1984 — 1987
AAS, Information Systems
State University of New York College at Oneonta 1981 — 1981
Mount Vernon HS
Laxman Khetwal's Raymond James Financial Inc. Experience January 2014 - Present
Job Application Developer at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. January 2014 - Present
Fidelity National Information Services November 2013 - December 2013
PSCU Financial Services September 2011 - October 2013
Acclaris July 2010 - December 2011
Kforce July 2009 - June 2010
IBM Corporation June 2007 - May 2009
FCI May 2005 - May 2007
Icon Group Hurst 2003 - 2005
Skills
PHP, MySQL, Java, J2EE Web Services, J2EE Application..., Oracle SQL, Oracle Applications, FileNet, Interwoven OpenDeploy, Mule ESB, WebSphere MQ, .NET, C#, Microsoft SQL Server, REST, SoapUI, RSA Security, Unix, Linux, Mainframe, Fortify, WebSphere Application..., JBoss Application Server, JBoss Seam, JBoss EAP, JBoss ESB, WebSphere Portal, WebSphere Portlet..., Scrum, Financial Analysis, Enterprise Architecture, Enterprise Content..., Startup Development, Ant, Maven, Artifactory, Jasper Reports, Jasper, HIPAA, PCI Standards, XML, Kanban, JSP, SDLC, Servlets, Struts, EJB, Java Enterprise Edition, SOA, Requirements Analysis
Education
University of South Florida 2013 — 2015
Master of Business Administration (MBA), Knowledge Management
The University of Texas at Arlington 2003 — 2005
MS, Imaging
University of Mumbai 1996 — 2000
B.E, Biomedical Engg
Raymond James Financial Inc. January 2014 - Present
Fidelity National Information Services November 2013 - December 2013
PSCU Financial Services September 2011 - October 2013
Acclaris July 2010 - December 2011
Kforce July 2009 - June 2010
IBM Corporation June 2007 - May 2009
FCI May 2005 - May 2007
Icon Group Hurst 2003 - 2005
Skills
PHP, MySQL, Java, J2EE Web Services, J2EE Application..., Oracle SQL, Oracle Applications, FileNet, Interwoven OpenDeploy, Mule ESB, WebSphere MQ, .NET, C#, Microsoft SQL Server, REST, SoapUI, RSA Security, Unix, Linux, Mainframe, Fortify, WebSphere Application..., JBoss Application Server, JBoss Seam, JBoss EAP, JBoss ESB, WebSphere Portal, WebSphere Portlet..., Scrum, Financial Analysis, Enterprise Architecture, Enterprise Content..., Startup Development, Ant, Maven, Artifactory, Jasper Reports, Jasper, HIPAA, PCI Standards, XML, Kanban, JSP, SDLC, Servlets, Struts, EJB, Java Enterprise Edition, SOA, Requirements Analysis
Education
University of South Florida 2013 — 2015
Master of Business Administration (MBA), Knowledge Management
The University of Texas at Arlington 2003 — 2005
MS, Imaging
University of Mumbai 1996 — 2000
B.E, Biomedical Engg
Janie Cooke's Raymond James Financial Inc. Experience 2001 - 2004
Job CoFounder at OVenture
Industry Marketing and Advertising
Experience
O-Venture April 2012 - Present
Center for BrainHealth/University of Texas at Dallas 2012 - April 2013
JDC Collaborative July 2006 - 2012
Raymond James Financial Inc. 2001 - 2004
Neiman Marcus 2000 - 2002
Xceed Inc. 1999 - 2000
Heritage Title Company 1995 - 1998
Neiman Marcus 1989 - 1995
Skills
Marketing, Branding & Identity, Marketing Communications, Public Relations, Community Engagement, Event Management, Press Releases, Media Relations, Marketing Strategy, Copywriting, Online Marketing, Social Media Marketing, Fundraising, Social Media, Facebook, Event Planning, Strategic Planning
Education
The University of Texas at Austin 1985 — 1989
Plan II Honors Program
The Hockaday School 1973 — 1985
O-Venture April 2012 - Present
Center for BrainHealth/University of Texas at Dallas 2012 - April 2013
JDC Collaborative July 2006 - 2012
Raymond James Financial Inc. 2001 - 2004
Neiman Marcus 2000 - 2002
Xceed Inc. 1999 - 2000
Heritage Title Company 1995 - 1998
Neiman Marcus 1989 - 1995
Skills
Marketing, Branding & Identity, Marketing Communications, Public Relations, Community Engagement, Event Management, Press Releases, Media Relations, Marketing Strategy, Copywriting, Online Marketing, Social Media Marketing, Fundraising, Social Media, Facebook, Event Planning, Strategic Planning
Education
The University of Texas at Austin 1985 — 1989
Plan II Honors Program
The Hockaday School 1973 — 1985
Dan Galloway's Raymond James Financial Inc. Experience March 2004 - Present
Job Technology and Customer Support Professional
Industry Financial Services
Experience
Raymond James Financial Inc. March 2004 - Present
Raymond James & Associates March 2003 - March 2004
Raymond James & Associates March 2000 - March 2003
Sears, Roebuck and Co. 1993 - 2000
United States Air Force 1978 - 1991
Skills
SDLC, SharePoint, Product Management, Customer Service, Project Management, Consulting, Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Business Analysis, Requirements Analysis, ITIL, Visio, MS Project, Program Management, Vendor Management, Access
Education
Troy State University 1985 — 1988
Master of Public Administration (M.P.A.), Public Administration, 4.0
Berry College and Troy State University
Bachelor's degree, Business Administration and Management, General
Raymond James Financial Inc. March 2004 - Present
Raymond James & Associates March 2003 - March 2004
Raymond James & Associates March 2000 - March 2003
Sears, Roebuck and Co. 1993 - 2000
United States Air Force 1978 - 1991
Skills
SDLC, SharePoint, Product Management, Customer Service, Project Management, Consulting, Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Business Analysis, Requirements Analysis, ITIL, Visio, MS Project, Program Management, Vendor Management, Access
Education
Troy State University 1985 — 1988
Master of Public Administration (M.P.A.), Public Administration, 4.0
Berry College and Troy State University
Bachelor's degree, Business Administration and Management, General
Daniel Glatthorn, CFA's Raymond James Financial Inc. Experience 2014 - Present
Job Senior Vice President at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2014 - Present
Morgan Stanley 2010 - 2014
Natixis Capital Markets 2007 - 2009
Lehman Brothers 2001 - 2007
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Notre Dame 1997 — 2001
BBA, Finance
University of Notre Dame Australia 2000 — 2000
Raymond James Financial Inc. 2014 - Present
Morgan Stanley 2010 - 2014
Natixis Capital Markets 2007 - 2009
Lehman Brothers 2001 - 2007
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Notre Dame 1997 — 2001
BBA, Finance
University of Notre Dame Australia 2000 — 2000
Adrian L. Thurstin's Raymond James Financial Inc. Experience May 2009 - February 2013
Job
Industry Financial Services
Experience
Regions Bank March 2014 - Present
Florida State University August 2013 - March 2014
Raymond James Financial Inc. May 2009 - February 2013
Morgan Keegan & Company August 2007 - March 2009
Skills
Finance, Financial Services, Risk Management, Budgets, Economics, Mutual Funds, Financial Advisory, Alternative Investments, Equities, Research, Wealth Management, Portfolio Management, Credit, Due Diligence, Long-term Care, Insurance, Retirement, Fixed Income Strategies, R, Stata, Bloomberg Terminal, LaTeX, BondEdge, APX
Education
University of Alabama at Birmingham 2004 — 2009
Double B.A., Economics and Political Science, 3.97
Regions Bank March 2014 - Present
Florida State University August 2013 - March 2014
Raymond James Financial Inc. May 2009 - February 2013
Morgan Keegan & Company August 2007 - March 2009
Skills
Finance, Financial Services, Risk Management, Budgets, Economics, Mutual Funds, Financial Advisory, Alternative Investments, Equities, Research, Wealth Management, Portfolio Management, Credit, Due Diligence, Long-term Care, Insurance, Retirement, Fixed Income Strategies, R, Stata, Bloomberg Terminal, LaTeX, BondEdge, APX
Education
University of Alabama at Birmingham 2004 — 2009
Double B.A., Economics and Political Science, 3.97
Kevin McElligott's Raymond James Financial Inc. Experience June 1991 - Present
Job Managing Director at Raymond James Financial
Industry Capital Markets
Experience
Raymond James Financial Inc. June 1991 - Present
Skills
Equities, Investments, Securities, Series 7, Management, Finance, Capital Markets, Alternative Investments, Hedge Funds, Asset Management, Bloomberg
Education
Harvard - KSG Executive Programs 2003 — 2003
Investment Decisions and Behavioral Finance Program
UF Hough Graduate School of Business 1989 — 1991
MBA
Seminole High School
Raymond James Financial Inc. June 1991 - Present
Skills
Equities, Investments, Securities, Series 7, Management, Finance, Capital Markets, Alternative Investments, Hedge Funds, Asset Management, Bloomberg
Education
Harvard - KSG Executive Programs 2003 — 2003
Investment Decisions and Behavioral Finance Program
UF Hough Graduate School of Business 1989 — 1991
MBA
Seminole High School
Doug Dyer's Raymond James Financial Inc. Experience 1987 - 1991
Job partner at Broad Street Ventures LLC
Industry Financial Services
Experience
Broad Street Ventures LLC 1992 - Present
Raymond James Financial Inc. 1987 - 1991
Commerce Union Bank 1982 - 1986
Education
The University of Tennessee at Chattanooga 1977 — 1981
The McCallie School 1971 — 1977
Broad Street Ventures LLC 1992 - Present
Raymond James Financial Inc. 1987 - 1991
Commerce Union Bank 1982 - 1986
Education
The University of Tennessee at Chattanooga 1977 — 1981
The McCallie School 1971 — 1977
R Sloan Yadley, CFA's Raymond James Financial Inc. Experience October 2011 - Present
Job Credit Risk Officer at Raymond James
Industry Banking
Experience
Raymond James Financial Inc. October 2011 - Present
Raymond James December 2010 - October 2011
Education
Tulane University 2002 — 2006
Undergraduate, Finance, Management
University of Southern California 2005 — 2005
Raymond James Financial Inc. October 2011 - Present
Raymond James December 2010 - October 2011
Education
Tulane University 2002 — 2006
Undergraduate, Finance, Management
University of Southern California 2005 — 2005
Matt Trump, CMT's Raymond James Financial Inc. Experience November 2000 - December 2005
Job Managing Member, The Bensboro Company, LLC
Industry Financial Services
Experience
The Bensboro Company, LLC September 2014 - Present
ProFund Advisors LLC May 2008 - August 2014
Chapin Davis January 2006 - May 2008
Raymond James Financial Inc. November 2000 - December 2005
Legg Mason June 1996 - November 2000
United States Marine Corps November 1989 - November 1997
Skills
Alternative Investments, Mutual Funds, Series 63, Analysis, Trading, Investments, Asset Allocation, Capital Markets, Financial Markets, Investment Advisory, Portfolio Management, Asset Management, Wealth Management, Financial Services, Investment Management, Investment Strategies
Education
University of Alabama 1994 — 1996
BS, BS - Business Admin w/ Finance Concentration
The Bensboro Company, LLC September 2014 - Present
ProFund Advisors LLC May 2008 - August 2014
Chapin Davis January 2006 - May 2008
Raymond James Financial Inc. November 2000 - December 2005
Legg Mason June 1996 - November 2000
United States Marine Corps November 1989 - November 1997
Skills
Alternative Investments, Mutual Funds, Series 63, Analysis, Trading, Investments, Asset Allocation, Capital Markets, Financial Markets, Investment Advisory, Portfolio Management, Asset Management, Wealth Management, Financial Services, Investment Management, Investment Strategies
Education
University of Alabama 1994 — 1996
BS, BS - Business Admin w/ Finance Concentration
Ryan Berney's Raymond James Financial Inc. Experience June 2013 - July 2014
Job Business Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Raymond James Financial Inc. June 2013 - July 2014
Stonelake Capital Partners March 2012 - August 2012
PwC January 2012 - March 2012
Invesco May 2011 - August 2011
Skills
PowerPoint, Financial Analysis, Microsoft Office, Accounting, Microsoft Word, Microsoft Excel, Investment Research
Education
The University of Texas at Austin 2008 — 2013
Master of Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 2008 — 2013
MPA, Accounting
Goldman Sachs July 2014 - Present
Raymond James Financial Inc. June 2013 - July 2014
Stonelake Capital Partners March 2012 - August 2012
PwC January 2012 - March 2012
Invesco May 2011 - August 2011
Skills
PowerPoint, Financial Analysis, Microsoft Office, Accounting, Microsoft Word, Microsoft Excel, Investment Research
Education
The University of Texas at Austin 2008 — 2013
Master of Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 2008 — 2013
MPA, Accounting
Larry M. Gring's Raymond James Financial Inc. Experience May 2013 - January 2014
Job President at THIRD DAY ENERGY, LLC
Industry Oil & Energy
Experience
THIRD DAY ENERGY, LLC February 2015 - Present
PRESSLER PETROLEUM CONSULTANTS, INC January 2014 - Present
Raymond James Financial Inc. May 2013 - January 2014
Third Day Energy, LLC July 2008 - May 2013
Smith Production Inc. February 2001 - July 2008
MILLER AND LENTS, LTD August 1977 - February 2001
Skills
Forecasting, Reservoir Management, New Business Development, Mergers, Onshore, Gas, Oilfield, Mineral Exploration, Completion, Energy, Seismology, Oil & Gas Industry, Geology, Upstream, Pipelines, Characterization, Reserves, Petroleum, Natural Gas, Drilling, Oil/Gas, Petroleum Geology, Divestitures, Energy Industry, Petroleum Engineering, Auditing, Due Diligence, Offshore Drilling, Earth Science, Log Analysis, Workover, Well Testing, Formation Evaluation, Mergers & Acquisitions, Reservoir Engineering, Petroleum Economics, Reservoir Simulation, Joint Ventures, Stimulation, Subsea Engineering, Directional Drilling, Geophysics, Drilling Engineering, Geological Mapping, Completions, Petrophysics, Minerals, Field Development, Product Optimization, EOR
Education
The University of Texas at Austin 1970 — 1972
MS, Petroleum Engineering
The University of Texas at Austin 1966 — 1970
BS, Petroleum Engineering
THIRD DAY ENERGY, LLC February 2015 - Present
PRESSLER PETROLEUM CONSULTANTS, INC January 2014 - Present
Raymond James Financial Inc. May 2013 - January 2014
Third Day Energy, LLC July 2008 - May 2013
Smith Production Inc. February 2001 - July 2008
MILLER AND LENTS, LTD August 1977 - February 2001
Skills
Forecasting, Reservoir Management, New Business Development, Mergers, Onshore, Gas, Oilfield, Mineral Exploration, Completion, Energy, Seismology, Oil & Gas Industry, Geology, Upstream, Pipelines, Characterization, Reserves, Petroleum, Natural Gas, Drilling, Oil/Gas, Petroleum Geology, Divestitures, Energy Industry, Petroleum Engineering, Auditing, Due Diligence, Offshore Drilling, Earth Science, Log Analysis, Workover, Well Testing, Formation Evaluation, Mergers & Acquisitions, Reservoir Engineering, Petroleum Economics, Reservoir Simulation, Joint Ventures, Stimulation, Subsea Engineering, Directional Drilling, Geophysics, Drilling Engineering, Geological Mapping, Completions, Petrophysics, Minerals, Field Development, Product Optimization, EOR
Education
The University of Texas at Austin 1970 — 1972
MS, Petroleum Engineering
The University of Texas at Austin 1966 — 1970
BS, Petroleum Engineering
Seth Copeland's Raymond James Financial Inc. Experience April 2012 - February 2014
Job Senior Software Engineer at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG February 2014 - Present
Raymond James Financial Inc. April 2012 - February 2014
Morgan Keegan February 2009 - February 2014
Hilton Hotels Corporation September 2008 - February 2009
Insuresoft August 2005 - July 2008
Skills
C#, ASP.NET AJAX, SQL Server, SSRS, SSIS, VB.NET, Web Services, Cognos, ASP.NET, SQL, Microsoft SQL Server, Business Analysis, Web Development, Business Intelligence, Databases
Education
University of Alabama 2000 — 2004
Vining Sparks, IBG February 2014 - Present
Raymond James Financial Inc. April 2012 - February 2014
Morgan Keegan February 2009 - February 2014
Hilton Hotels Corporation September 2008 - February 2009
Insuresoft August 2005 - July 2008
Skills
C#, ASP.NET AJAX, SQL Server, SSRS, SSIS, VB.NET, Web Services, Cognos, ASP.NET, SQL, Microsoft SQL Server, Business Analysis, Web Development, Business Intelligence, Databases
Education
University of Alabama 2000 — 2004
Katie Brawner's Raymond James Financial Inc. Experience June 2013 - August 2014
Job Product Analyst at Talisys
Industry Financial Services
Experience
Talisys August 2014 - Present
Raymond James Financial Inc. June 2013 - August 2014
Raymond James February 2013 - May 2013
Morgan Keegan January 1999 - February 2013
Skills
Series 7, SharePoint, Troubleshooting, Financial Services, Microsoft Office, Leadership, Visio, Business Analysis, Management, Process Improvement, Project Management, Customer Service, Loans, Software Documentation, Finance, Bloomberg, Risk Management, SDLC, Vendor Management, Banking, Strategic Planning, Team Management, Investments, Retirement Planning, Technical Support
Education
Union University 2003 — 2005
MBA, Business Administration and Management, General
The University of Southern Mississippi 1995 — 1998
BSBA, Banking & Finance
Talisys August 2014 - Present
Raymond James Financial Inc. June 2013 - August 2014
Raymond James February 2013 - May 2013
Morgan Keegan January 1999 - February 2013
Skills
Series 7, SharePoint, Troubleshooting, Financial Services, Microsoft Office, Leadership, Visio, Business Analysis, Management, Process Improvement, Project Management, Customer Service, Loans, Software Documentation, Finance, Bloomberg, Risk Management, SDLC, Vendor Management, Banking, Strategic Planning, Team Management, Investments, Retirement Planning, Technical Support
Education
Union University 2003 — 2005
MBA, Business Administration and Management, General
The University of Southern Mississippi 1995 — 1998
BSBA, Banking & Finance
Ruth Laugois's Raymond James Financial Inc. Experience June 2014 - Present
Job Internal Wholesaler
Industry Insurance
Experience
Raymond James Financial Inc. June 2014 - Present
TechHealth / One Call Care Management 2012 - 2014
TechHealth 2009 - 2012
MetLife 2007 - 2009
International Planning Alliance 1992 - 2004
Home Life Insurance Company 1984 - 1990
Skills
Workers Compensation, Fixed Annuities, Sales Operations, Marketing, Disability Insurance, Insurance, CRM, Sales Presentations, Sales, Salesforce.com, Medicaid, Healthcare, Customer Service, Managed Care, Account Management, Claim, Team Building, Underwriting, Management, Leadership, Life Insurance, Health Insurance, Training, Employee Benefits, Cold Calling, Medicare, Customer Retention, Claims Management, Provider Relations, Process Improvement, Property & Casualty..., Long-term Care
Education
Union County College
Business Administration
American Institute for Paralegal Studies
Paralegal
Raymond James Financial Inc. June 2014 - Present
TechHealth / One Call Care Management 2012 - 2014
TechHealth 2009 - 2012
MetLife 2007 - 2009
International Planning Alliance 1992 - 2004
Home Life Insurance Company 1984 - 1990
Skills
Workers Compensation, Fixed Annuities, Sales Operations, Marketing, Disability Insurance, Insurance, CRM, Sales Presentations, Sales, Salesforce.com, Medicaid, Healthcare, Customer Service, Managed Care, Account Management, Claim, Team Building, Underwriting, Management, Leadership, Life Insurance, Health Insurance, Training, Employee Benefits, Cold Calling, Medicare, Customer Retention, Claims Management, Provider Relations, Process Improvement, Property & Casualty..., Long-term Care
Education
Union County College
Business Administration
American Institute for Paralegal Studies
Paralegal
Laura Dickson's Raymond James Financial Inc. Experience June 2012 - July 2013
Job Associate at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 2013 - Present
Raymond James Financial Inc. June 2012 - July 2013
Raymond James June 2010 - June 2012
Computer Sciences Corporation May 2009 - July 2009
Computer Sciences Corporation October 2005 - May 2008
Skills
Financial Modeling, Equity Research, Bloomberg, Valuation, Financial Analysis, Data Analysis, Equities, Portfolio Management, Analysis, Investments, Business Analysis, Conversational Spanish, Securities, Capital Markets, Program Management, Quantitative Analytics, Investment Banking, Market Research, Finance
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance, International Business
The George Washington University - School of Business 2000 — 2004
BBA, Marketing, Spanish
Summit High School
KeyBanc Capital Markets July 2013 - Present
Raymond James Financial Inc. June 2012 - July 2013
Raymond James June 2010 - June 2012
Computer Sciences Corporation May 2009 - July 2009
Computer Sciences Corporation October 2005 - May 2008
Skills
Financial Modeling, Equity Research, Bloomberg, Valuation, Financial Analysis, Data Analysis, Equities, Portfolio Management, Analysis, Investments, Business Analysis, Conversational Spanish, Securities, Capital Markets, Program Management, Quantitative Analytics, Investment Banking, Market Research, Finance
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance, International Business
The George Washington University - School of Business 2000 — 2004
BBA, Marketing, Spanish
Summit High School
Lauren Stellato's Raymond James Financial Inc. Experience May 2014 - Present
Job at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Bank of America Merrill Lynch May 2011 - April 2014
UBS Investment Bank May 2006 - April 2011
Pfizer Consumer Healthcare August 2004 - May 2006
Education
Union College
Raymond James Financial Inc. May 2014 - Present
Bank of America Merrill Lynch May 2011 - April 2014
UBS Investment Bank May 2006 - April 2011
Pfizer Consumer Healthcare August 2004 - May 2006
Education
Union College
Sam Nagel's Raymond James Financial Inc. Experience June 2010 - Present
Job
Industry Investment Banking
Experience
Raymond James Financial Inc. June 2010 - Present
Skills
Financial Analysis, Investments, Investment Banking, Bloomberg, Financial Modeling, Finance, Microsoft Excel, Public Finance, DBC, Munex, Microsoft Office, Public Speaking, Portfolio Management, Management
Education
University of Arkansas 2006 — 2010
BSBA
Raymond James Financial Inc. June 2010 - Present
Skills
Financial Analysis, Investments, Investment Banking, Bloomberg, Financial Modeling, Finance, Microsoft Excel, Public Finance, DBC, Munex, Microsoft Office, Public Speaking, Portfolio Management, Management
Education
University of Arkansas 2006 — 2010
BSBA
Jeff Dreifus's Raymond James Financial Inc. Experience April 2012 - August 2013
Job Senior Analyst at Metronome Partners LLC
Industry Investment Banking
Experience
Metronome Partners LLC March 2015 - Present
TI Fellowship September 2012 - Present
Evaporcool September 2013 - February 2015
Raymond James Financial Inc. April 2012 - August 2013
Morgan Keegan July 2011 - March 2012
Morgan Keegan June 2010 - August 2010
Skills
Investments, Financial Analysis, FINRA, Microsoft Office, Capital IQ, Valuation, Series 63, Bloomberg, Energy Efficiency, Cleantech, Sales, Factset, Series 79, Dealogic, Training the Street, Financial Modeling, Mergers & Acquisitions, Capital Raising, Sustainability, Green Building, Environmental Policy, Public Speaking, Investment Banking
Education
Washington University in St. Louis 2007 — 2011
A.B., Economics and Environmental Studies
Lausanne
Lausanne
University College London, U. of London
Metronome Partners LLC March 2015 - Present
TI Fellowship September 2012 - Present
Evaporcool September 2013 - February 2015
Raymond James Financial Inc. April 2012 - August 2013
Morgan Keegan July 2011 - March 2012
Morgan Keegan June 2010 - August 2010
Skills
Investments, Financial Analysis, FINRA, Microsoft Office, Capital IQ, Valuation, Series 63, Bloomberg, Energy Efficiency, Cleantech, Sales, Factset, Series 79, Dealogic, Training the Street, Financial Modeling, Mergers & Acquisitions, Capital Raising, Sustainability, Green Building, Environmental Policy, Public Speaking, Investment Banking
Education
Washington University in St. Louis 2007 — 2011
A.B., Economics and Environmental Studies
Lausanne
Lausanne
University College London, U. of London
Elvis Candelaria's Raymond James Financial Inc. Experience July 2010 - May 2015
Job Business Intelligence Analyst
Industry Information Technology and Services
Experience
Tampa General Hospital September 2015 - Present
WellCare Health Plans, Inc. May 2015 - September 2015
Raymond James Financial Inc. July 2010 - May 2015
SCI Distribution LLC Clearwater January 2010 - July 2010
University of Houston-Clear Lake September 2007 - June 2009
Skills
Microsoft Office, Databases, SQL, Windows, HTML, CSS, PHP, Microsoft Excel, PowerPoint, MySQL, C++, C, JavaScript, C#, Programming, Photoshop, Python, Microsoft Word, Access, Troubleshooting, Technical Support, Active Directory, Networking, Software Documentation, Windows 7, Web Development
Education
University of Houston-Clear Lake 2007 — 2009
Master’s Degree, Management Information Systems, General
Universidad Adventista de Las Antillas 2002 — 2007
Bachelor of Science (BS), Computer Science
Tampa General Hospital September 2015 - Present
WellCare Health Plans, Inc. May 2015 - September 2015
Raymond James Financial Inc. July 2010 - May 2015
SCI Distribution LLC Clearwater January 2010 - July 2010
University of Houston-Clear Lake September 2007 - June 2009
Skills
Microsoft Office, Databases, SQL, Windows, HTML, CSS, PHP, Microsoft Excel, PowerPoint, MySQL, C++, C, JavaScript, C#, Programming, Photoshop, Python, Microsoft Word, Access, Troubleshooting, Technical Support, Active Directory, Networking, Software Documentation, Windows 7, Web Development
Education
University of Houston-Clear Lake 2007 — 2009
Master’s Degree, Management Information Systems, General
Universidad Adventista de Las Antillas 2002 — 2007
Bachelor of Science (BS), Computer Science
Jeff Cotton, Jr., CPA, MBA's Raymond James Financial Inc. Experience January 2004 - March 2007
Job CPA at Gibson and Carden, CPAs
Industry Accounting
Experience
HD Vest Investment Services (SM) September 2014 - Present
Gibson and Carden, CPAs January 2013 - Present
LPL Financial March 2007 - September 2014
Certified Public Accountant November 2001 - December 2012
Raymond James Financial Inc. January 2004 - March 2007
AG Edwards October 2001 - January 2004
Gibson and Carden CPAs, LLC 1996 - 2001
Skills
401k, Retirement Planning, Retirement, Financial Planning, Strategic Planning, Investments, Finance, Tax, Management, Financial Analysis, Accounting, Estate Planning, Small Business
Education
Troy University 1997 — 2005
MBA, Accounting
Troy University 1989 — 1994
BS, Accounting
HD Vest Investment Services (SM) September 2014 - Present
Gibson and Carden, CPAs January 2013 - Present
LPL Financial March 2007 - September 2014
Certified Public Accountant November 2001 - December 2012
Raymond James Financial Inc. January 2004 - March 2007
AG Edwards October 2001 - January 2004
Gibson and Carden CPAs, LLC 1996 - 2001
Skills
401k, Retirement Planning, Retirement, Financial Planning, Strategic Planning, Investments, Finance, Tax, Management, Financial Analysis, Accounting, Estate Planning, Small Business
Education
Troy University 1997 — 2005
MBA, Accounting
Troy University 1989 — 1994
BS, Accounting
Tanya Key Adams's Raymond James Financial Inc. Experience 2000 - 2005
Job Affiliate Broker
Industry Real Estate
Experience
The Lipman Group Sotheby's International Realty September 2012 - Present
Exit Realty Music City March 2010 - September 2012
Raymond James Financial Inc. 2000 - 2005
SunTrust Bank 1993 - 2000
Skills
First Time Home Buyers, Real Estate, Relocation, Sellers, Buyer Representation, Referrals, Single Family Homes, Selling, Listings, Short Sales, Foreclosures, New Home Sales, Investment Properties, Condos, Move Up Buyers, e-PRO, SFR, National Association of..., Sales
Education
Trevecca Nazarene University
Business
The Lipman Group Sotheby's International Realty September 2012 - Present
Exit Realty Music City March 2010 - September 2012
Raymond James Financial Inc. 2000 - 2005
SunTrust Bank 1993 - 2000
Skills
First Time Home Buyers, Real Estate, Relocation, Sellers, Buyer Representation, Referrals, Single Family Homes, Selling, Listings, Short Sales, Foreclosures, New Home Sales, Investment Properties, Condos, Move Up Buyers, e-PRO, SFR, National Association of..., Sales
Education
Trevecca Nazarene University
Business
Chip Church's Raymond James Financial Inc. Experience March 2010 - Present
Job Investment Executive at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2010 - Present
Education
University of Arizona 1987 — 1990
BS, Biology, Chemistry, Math, Physics
Raymond James Financial Inc. March 2010 - Present
Education
University of Arizona 1987 — 1990
BS, Biology, Chemistry, Math, Physics
Scott Peters's Raymond James Financial Inc. Experience January 2011 - August 2013
Job Vice President at Tailwater Capital
Industry Venture Capital & Private Equity
Experience
Tailwater Capital, LLC September 2013 - Present
Raymond James Financial Inc. January 2011 - August 2013
Ernst & Young LLP June 2010 - August 2010
Technimark May 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Due Diligence, Finance, Investments, Valuation, Portfolio Management, Analysis, Financial Reporting, Equities, Microsoft Excel, Financial Analysis, Corporate Finance
Education
University of Alabama 2006 — 2010
BS, Accounting and Finance
University of Alabama 2006 — 2010
Culverhouse Investment Management Group
Tailwater Capital, LLC September 2013 - Present
Raymond James Financial Inc. January 2011 - August 2013
Ernst & Young LLP June 2010 - August 2010
Technimark May 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Due Diligence, Finance, Investments, Valuation, Portfolio Management, Analysis, Financial Reporting, Equities, Microsoft Excel, Financial Analysis, Corporate Finance
Education
University of Alabama 2006 — 2010
BS, Accounting and Finance
University of Alabama 2006 — 2010
Culverhouse Investment Management Group
Jonathan Danzig's Raymond James Financial Inc. Experience June 2010 - June 2010
Job Associate Software Developer at Cleversafe
Industry Computer Software
Experience
Cleversafe September 2015 - Present
Southern Pulse - Networked Intelligence June 2013 - February 2014
Republican Party of Cuyahoga County June 2012 - February 2013
Deloitte Chile August 2010 - December 2010
Raymond James Financial Inc. June 2010 - June 2010
Skills
C++, Objective-C, SQL, Ruby on Rails, Java, Microsoft Office, Research, Analysis, InDesign, Writing, Spanish, Political Campaigns, Photoshop
Education
The University of Chicago 2014 — 2015
Master of Science (M.S.), Computer Science
Tufts University 2008 — 2012
Bachelor of Arts (B.A.), International Relations, Spanish
Univerrsity of Chile 2010 — 2010
International Relations, Spanish
University School
High School Diploma
Cleversafe September 2015 - Present
Southern Pulse - Networked Intelligence June 2013 - February 2014
Republican Party of Cuyahoga County June 2012 - February 2013
Deloitte Chile August 2010 - December 2010
Raymond James Financial Inc. June 2010 - June 2010
Skills
C++, Objective-C, SQL, Ruby on Rails, Java, Microsoft Office, Research, Analysis, InDesign, Writing, Spanish, Political Campaigns, Photoshop
Education
The University of Chicago 2014 — 2015
Master of Science (M.S.), Computer Science
Tufts University 2008 — 2012
Bachelor of Arts (B.A.), International Relations, Spanish
Univerrsity of Chile 2010 — 2010
International Relations, Spanish
University School
High School Diploma
Michael Marino's Raymond James Financial Inc. Experience April 2011 - Present
Job Associate Technology Investment Banking
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Raymond James Financial Inc. April 2011 - Present
Skills
Private Equity, Financial Analysis, Valuation, PowerPoint, Investment Banking, Financial Modeling, Asset Management, Hedge Funds, Investments, Venture Capital, General Awesomeness, Banking, Bloomberg, Capital
Education
Haas 2005 — 2009
University of California, Berkeley 2005 — 2009
Sustainable Development, Sustainable Development
University of California, Berkeley, Haas School of Business 2005 — 2009
Undgergraduate Business
Bank of America Merrill Lynch July 2015 - Present
Raymond James Financial Inc. April 2011 - Present
Skills
Private Equity, Financial Analysis, Valuation, PowerPoint, Investment Banking, Financial Modeling, Asset Management, Hedge Funds, Investments, Venture Capital, General Awesomeness, Banking, Bloomberg, Capital
Education
Haas 2005 — 2009
University of California, Berkeley 2005 — 2009
Sustainable Development, Sustainable Development
University of California, Berkeley, Haas School of Business 2005 — 2009
Undgergraduate Business
Stephen W. Cross's Raymond James Financial Inc. Experience January 2014 - Present
Job Fixed Income Capital Markets
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Memphis Rise Academy October 2012 - Present
Newmark Grubb Memphis February 2012 - January 2014
Greater Memphis Chamber September 2012 - December 2013
Associated Realty Services, Inc. March 2010 - February 2012
Sigma Chi Fraternity August 2007 - September 2010
CB Richard Ellis August 2009 - February 2010
GRS Properties LLC August 2007 - June 2009
Skills
Fixed Income, Capital Markets, Finance, Strategic Financial..., CMBS, MBS, Fundraising, Tenant Representation, Series 7, Series 63, CMOS, Balance Sheet, Disposition, Sales, Management, Location Intelligence, Building Relationships, Marketing, Strategy, Investment Sales, Acquisitions, Negotiation, Project Management, Leadership, Budgets, Portfolio Management, Investors, Commercial Real Estate, Leases, Property Management, Brokerage, Tenant, Landlords, Apartments, Sellers, Real Estate Transactions, Investment Properties, Networking, Real Estate Development, Lease Negotiations, Corporate Real Estate, Facilities Management, Leasing, Real Estate Economics, Investments, Office Tenant..., Industrial Tenant..., Commercial Leasing, Team Leadership, Team Management
Education
University of Alabama 2004 — 2007
BA, Political Science, Sociology
Raymond James Financial Inc. January 2014 - Present
Memphis Rise Academy October 2012 - Present
Newmark Grubb Memphis February 2012 - January 2014
Greater Memphis Chamber September 2012 - December 2013
Associated Realty Services, Inc. March 2010 - February 2012
Sigma Chi Fraternity August 2007 - September 2010
CB Richard Ellis August 2009 - February 2010
GRS Properties LLC August 2007 - June 2009
Skills
Fixed Income, Capital Markets, Finance, Strategic Financial..., CMBS, MBS, Fundraising, Tenant Representation, Series 7, Series 63, CMOS, Balance Sheet, Disposition, Sales, Management, Location Intelligence, Building Relationships, Marketing, Strategy, Investment Sales, Acquisitions, Negotiation, Project Management, Leadership, Budgets, Portfolio Management, Investors, Commercial Real Estate, Leases, Property Management, Brokerage, Tenant, Landlords, Apartments, Sellers, Real Estate Transactions, Investment Properties, Networking, Real Estate Development, Lease Negotiations, Corporate Real Estate, Facilities Management, Leasing, Real Estate Economics, Investments, Office Tenant..., Industrial Tenant..., Commercial Leasing, Team Leadership, Team Management
Education
University of Alabama 2004 — 2007
BA, Political Science, Sociology
Dean Alari's Raymond James Financial Inc. Experience February 2013 - August 2014
Job Freelance Photographer
Industry Photography
Experience
Dean Alari Photography January 2009 - Present
Raymond James Financial Inc. February 2013 - August 2014
Westmont College May 2012 - August 2012
Westmont College January 2012 - April 2012
Westmont College August 2011 - April 2012
Westmont College August 2008 - April 2012
Westmont College August 2011 - December 2011
Westmont College May 2011 - August 2011
Skills
Photography, Photoshop, Video, Editing, Film, Lightroom, Blogging, Social Media, Portrait Photography, Graphic Design, Facebook, Creative Writing, Digital Photography, Portraits, Final Cut Pro, InDesign, Mac
Education
Westmont College 2008 — 2012
Bachelor of Arts (BA), Art
Uganda Christian University 2009 — 2009
Dean Alari Photography January 2009 - Present
Raymond James Financial Inc. February 2013 - August 2014
Westmont College May 2012 - August 2012
Westmont College January 2012 - April 2012
Westmont College August 2011 - April 2012
Westmont College August 2008 - April 2012
Westmont College August 2011 - December 2011
Westmont College May 2011 - August 2011
Skills
Photography, Photoshop, Video, Editing, Film, Lightroom, Blogging, Social Media, Portrait Photography, Graphic Design, Facebook, Creative Writing, Digital Photography, Portraits, Final Cut Pro, InDesign, Mac
Education
Westmont College 2008 — 2012
Bachelor of Arts (BA), Art
Uganda Christian University 2009 — 2009
adam kaiser's Raymond James Financial Inc. Experience October 1999 - October 2009
Job JGK Capital
Industry Financial Services
Experience
JGK Capital November 2013 - Present
Fusion Analytics Investment Partners November 2010 - October 2013
Raymond James Financial Inc. October 1999 - October 2009
Prudential Financial January 1994 - October 1999
Education
SUNY at Buffalo 1989 — 1993
Bachelor of Arts (B.A.), Economics
JGK Capital November 2013 - Present
Fusion Analytics Investment Partners November 2010 - October 2013
Raymond James Financial Inc. October 1999 - October 2009
Prudential Financial January 1994 - October 1999
Education
SUNY at Buffalo 1989 — 1993
Bachelor of Arts (B.A.), Economics
Lia Stromberg's Raymond James Financial Inc. Experience 1999 - 2004
Job Paralegal with Financial Background
Industry Legal Services
Experience
Lia's Dressing LLC March 2012 - Present
Raymond James Financial Inc. 1999 - 2004
Paine Webber (Now UBS Financial Services) 1997 - 1999
L'Boutique Electronics 1991 - 1995
Skills
Customer Service, Teaching, Microsoft Office, PowerPoint, Leadership Development, Microsoft Excel, Microsoft Word, Higher Education, Social Media, Social Networking, Public Relations, Fundraising, Marketing Strategy, Social Media Marketing, Leadership, Management, Strategic Planning, Bilingual..., Public Speaking
Education
The Center for Legal Studies 2015 — 2015
Legal Assistant/Paralegal, A / 92 of 100
The University of Texas-Pan American 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Mathematics, 3.67 GPA
Lia's Dressing LLC March 2012 - Present
Raymond James Financial Inc. 1999 - 2004
Paine Webber (Now UBS Financial Services) 1997 - 1999
L'Boutique Electronics 1991 - 1995
Skills
Customer Service, Teaching, Microsoft Office, PowerPoint, Leadership Development, Microsoft Excel, Microsoft Word, Higher Education, Social Media, Social Networking, Public Relations, Fundraising, Marketing Strategy, Social Media Marketing, Leadership, Management, Strategic Planning, Bilingual..., Public Speaking
Education
The Center for Legal Studies 2015 — 2015
Legal Assistant/Paralegal, A / 92 of 100
The University of Texas-Pan American 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Mathematics, 3.67 GPA
Carson Glass's Raymond James Financial Inc. Experience 1991 - 2013
Job J.D. Candidate at The University of Texas School of Law
Industry Law Practice
Experience
Court of Appeals for the First District of Texas July 2014 - August 2014
GableGotwals May 2014 - June 2014
Raymond James Financial Inc. 1991 - 2013
Terracom Environmental Consulting May 2011 - August 2011
Michael Oana Retirement Planning Specialist January 2011 - May 2011
Alva State Bank and Trust Company July 2010 - August 2010
Kanakuk Kamps June 2010 - July 2010
Skills
International Business, Corporate Finance, German
Education
The University of Texas at Austin 2013 — 2016
J.D. Candidate
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (B.S.), International Business, Finance, German
Court of Appeals for the First District of Texas July 2014 - August 2014
GableGotwals May 2014 - June 2014
Raymond James Financial Inc. 1991 - 2013
Terracom Environmental Consulting May 2011 - August 2011
Michael Oana Retirement Planning Specialist January 2011 - May 2011
Alva State Bank and Trust Company July 2010 - August 2010
Kanakuk Kamps June 2010 - July 2010
Skills
International Business, Corporate Finance, German
Education
The University of Texas at Austin 2013 — 2016
J.D. Candidate
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (B.S.), International Business, Finance, German
Jocelin Kannadan's Raymond James Financial Inc. Experience April 2006 - April 2010
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments October 2011 - February 2014
Raymond James Financial Inc. April 2006 - April 2010
Wachovia Securities July 2002 - April 2006
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
Bachelors of Business Administration, Finance
Fidelity Investments October 2011 - February 2014
Raymond James Financial Inc. April 2006 - April 2010
Wachovia Securities July 2002 - April 2006
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
Bachelors of Business Administration, Finance
Jeff Mayerich's Raymond James Financial Inc. Experience September 1999 - June 2004
Job Meat Clerk at Whole Foods Market
Industry Supermarkets
Experience
Whole Foods Market Assistant Store ManagerMeadowlands Fresh MarketSeptember 2004 - September 2005
Raymond James Financial Inc. September 1999 - June 2004
Skills
Customer Service, Retail, Microsoft Excel, Microsoft Word, Inventory Management, Inventory Control, Teamwork, Merchandising, Time Management, Grocery, Customer Satisfaction, Food, Visual Merchandising, Loss Prevention, Food Safety, Store Management, Retail Sales
Education
University of Arizona 1992 — 1997
Bachelor's degree, French
Whole Foods Market Assistant Store ManagerMeadowlands Fresh MarketSeptember 2004 - September 2005
Raymond James Financial Inc. September 1999 - June 2004
Skills
Customer Service, Retail, Microsoft Excel, Microsoft Word, Inventory Management, Inventory Control, Teamwork, Merchandising, Time Management, Grocery, Customer Satisfaction, Food, Visual Merchandising, Loss Prevention, Food Safety, Store Management, Retail Sales
Education
University of Arizona 1992 — 1997
Bachelor's degree, French
Nina Jennings's Raymond James Financial Inc. Experience April 1992 - April 2012
Job
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Raymond James Financial Inc. April 1992 - April 2012
Education
University of California, Berkeley 1983 — 1987
PEIS and French
University of California, Berkeley 1983 — 1987
PEIS and French
Edward Jones August 2012 - Present
Raymond James Financial Inc. April 1992 - April 2012
Education
University of California, Berkeley 1983 — 1987
PEIS and French
University of California, Berkeley 1983 — 1987
PEIS and French
Michelle Blazowski's Raymond James Financial Inc. Experience October 2005 - Present
Job Corporate Records Manager at Raymond James Financial, Inc
Industry Financial Services
Experience
Raymond James Financial, Inc October 2005 - Present
Education
Tulane University 1991 — 1995
Bachelor of Arts, History
Tulane University 1991 — 1995
Raymond James Financial, Inc October 2005 - Present
Education
Tulane University 1991 — 1995
Bachelor of Arts, History
Tulane University 1991 — 1995
Maria Gorevski's Raymond James Financial Inc. Experience September 2012 - December 2013
Job Project Manager at Manning & Napier
Industry Investment Management
Experience
Manning & Napier August 2014 - Present
Raymond James Financial Inc. September 2012 - December 2013
Danaher November 2011 - February 2012
Harris Corporation December 2010 - July 2011
Harris Corporation May 2009 - December 2010
Eastman Kodak May 2007 - August 2008
Moog May 2006 - August 2006
Education
University at Buffalo 2007 — 2009
MBA
University at Buffalo 2004 — 2008
Bachelor of Science, Electrical Engineering
Manning & Napier August 2014 - Present
Raymond James Financial Inc. September 2012 - December 2013
Danaher November 2011 - February 2012
Harris Corporation December 2010 - July 2011
Harris Corporation May 2009 - December 2010
Eastman Kodak May 2007 - August 2008
Moog May 2006 - August 2006
Education
University at Buffalo 2007 — 2009
MBA
University at Buffalo 2004 — 2008
Bachelor of Science, Electrical Engineering
Scott Jeffery's Raymond James Financial Inc. Experience May 1997 - August 1999
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2011 - Present
Lazard Capital Markets September 2008 - June 2011
Lehman Brothers August 1999 - August 2008
Raymond James Financial Inc. May 1997 - August 1999
Education
University of Arizona 1992 — 1997
Economics
Bank of America Merrill Lynch July 2011 - Present
Lazard Capital Markets September 2008 - June 2011
Lehman Brothers August 1999 - August 2008
Raymond James Financial Inc. May 1997 - August 1999
Education
University of Arizona 1992 — 1997
Economics
Jeffrey Melvin's Raymond James Financial Inc. Experience April 2012 - July 2015
Job VP Trading Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. August 2015 - Present
Raymond James Financial Inc. April 2012 - July 2015
Morgan Keegan 2003 - March 2012
Prime Executions, Inc. 2001 - 2003
Education
SUNY Albany 1997 — 2001
BS, Business Administration
Pittsford Sutherland 1994 — 1997
Westwood Holdings Group, Inc. August 2015 - Present
Raymond James Financial Inc. April 2012 - July 2015
Morgan Keegan 2003 - March 2012
Prime Executions, Inc. 2001 - 2003
Education
SUNY Albany 1997 — 2001
BS, Business Administration
Pittsford Sutherland 1994 — 1997
Soek-Quan Washington's Raymond James Financial Inc. Experience June 2012 - Present
Job Project Consultant
Industry Financial Services
Experience
Raymond James Financial Inc. June 2012 - Present
Morgan Keegan May 2011 - May 2012
Morgan Keegan July 1996 - April 2011
Skills
Customer Service, Problem Solving, Microsoft Office 2007, Microsoft Office 2010, Windows XP Pro, Numara Footprints, Dameware, PcAnywhere, Blackberry, Daptiv
Education
The University of Texas at El Paso 1990 — 1994
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Raymond James Financial Inc. June 2012 - Present
Morgan Keegan May 2011 - May 2012
Morgan Keegan July 1996 - April 2011
Skills
Customer Service, Problem Solving, Microsoft Office 2007, Microsoft Office 2010, Windows XP Pro, Numara Footprints, Dameware, PcAnywhere, Blackberry, Daptiv
Education
The University of Texas at El Paso 1990 — 1994
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Sameer Walvekar's Raymond James Financial Inc. Experience June 2012 - August 2013
Job Investments Associate at Lionstone Investments
Industry Real Estate
Experience
Lionstone Investments June 2015 - Present
Lionstone Investments September 2013 - May 2015
Raymond James Financial Inc. June 2012 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, English, Windows, Research, Outlook, Photoshop
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Lionstone Investments June 2015 - Present
Lionstone Investments September 2013 - May 2015
Raymond James Financial Inc. June 2012 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, English, Windows, Research, Outlook, Photoshop
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Skip Frey's Raymond James Financial Inc. Experience September 2009 - April 2012
Job Principal at Windermere Strategic Partners, LLC
Industry Capital Markets
Experience
Windermere Strategic Partners, LLC January 2013 - Present
Raymond James Financial Inc. September 2009 - April 2012
Education
Trinity College-Hartford 1958 — 1962
Bachelor's degree, English Language and Literature/Letters
Middlebury College, MA
Masters, Literature
Windermere Strategic Partners, LLC January 2013 - Present
Raymond James Financial Inc. September 2009 - April 2012
Education
Trinity College-Hartford 1958 — 1962
Bachelor's degree, English Language and Literature/Letters
Middlebury College, MA
Masters, Literature
Bryce Healey's Raymond James Financial Inc. Experience May 2012 - July 2012
Job Financial Analyst at BHP Billiton
Industry Oil & Energy
Experience
BHP Billiton July 2013 - Present
Kappa Sigma Fraternity December 2011 - December 2012
Raymond James Financial Inc. May 2012 - July 2012
Skills
Financial Analysis, Variance Analysis, SAP, Corporate Finance, Valuation, Managerial Finance, Financial Accounting, Capital Budgeting, Cash Flow, Account Reconciliation
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
BHP Billiton July 2013 - Present
Kappa Sigma Fraternity December 2011 - December 2012
Raymond James Financial Inc. May 2012 - July 2012
Skills
Financial Analysis, Variance Analysis, SAP, Corporate Finance, Valuation, Managerial Finance, Financial Accounting, Capital Budgeting, Cash Flow, Account Reconciliation
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Jason Cohn's Raymond James Financial Inc. Experience 2001 - Present
Job
Industry Financial Services
Experience
Raymond James Financial Inc. 2001 - Present
Education
UCLA Anderson School of Management 2010 — 2011
C(k)P, 401 (K) Professional Designation
Raymond James Financial Inc. 2001 - Present
Education
UCLA Anderson School of Management 2010 — 2011
C(k)P, 401 (K) Professional Designation
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS