Raymond James Financial Inc.
Industry: Investment banking company
DescriptionRaymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations and municipalities through its ... Headquarters: St. Petersburg, Florida, United States Number of employees: 12,700 (2017) Subsidiaries: RAYMOND JAMES & ASSOCIATES, INC., Executives: Paul Reilly (Chairman and Chief Executive Officer),
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Raymond James Financial Inc. Employees
Employee
Years
Job
Industry
Lila Denning Lila Denning's Raymond James Financial Inc. Experience 2000 - 2005
Job Librarian III, Main Library Coordinator at St Petersburg Library System
Industry Libraries
Experience
St Petersburg Library System September 2014 - Present
St. Petersburg Public Library System August 2013 - Present
City of St Petersburg 2008 - August 2013
Raymond James Financial Inc. 2000 - 2005
Barnes & Noble 1996 - 2000
Skills
Research, Books, Collection Development, Reference Services, Instructional Design, social media, Website Updating, circulation, collection development, eBooks, eReaders, Overdrive, Public Libraries, Children's programming, Storytime, Reader's Advisory, Editing, Library Science, Library Instruction, Information Literacy, Library Management
Education
University of South Florida 2007 — 2010
Masters, Library and Information Science
University of South Florida 2005 — 2008
Master of Arts, Religious Studies
University of Cincinnati 1988 — 1996
Bachelor of Arts, Philosophy
St Petersburg Library System September 2014 - Present
St. Petersburg Public Library System August 2013 - Present
City of St Petersburg 2008 - August 2013
Raymond James Financial Inc. 2000 - 2005
Barnes & Noble 1996 - 2000
Skills
Research, Books, Collection Development, Reference Services, Instructional Design, social media, Website Updating, circulation, collection development, eBooks, eReaders, Overdrive, Public Libraries, Children's programming, Storytime, Reader's Advisory, Editing, Library Science, Library Instruction, Information Literacy, Library Management
Education
University of South Florida 2007 — 2010
Masters, Library and Information Science
University of South Florida 2005 — 2008
Master of Arts, Religious Studies
University of Cincinnati 1988 — 1996
Bachelor of Arts, Philosophy
Kelly Michelow Kelly Michelow's Raymond James Financial Inc. Experience May 2001 - May 2003
Job Virtual Event Manager at PwC
Industry Accounting
Experience
PwC June 2008 - Present
Barrel Thief Wine Shop & Cafe September 2007 - Present
PwC September 2006 - June 2008
PwC March 2005 - May 2007
PwC June 2003 - September 2006
Raymond James Financial Inc. May 2001 - May 2003
Skills
Event Planning, Event Management, Corporate Events, Virtual Teams, Webcasting, Project Management, Six Sigma, Wine, Event Producing, Change Management, Vendor Management, Contract Negotiation, Certified Group...
Education
University of Florida 1996 — 2000
Bachelor's Degree, Business Administration and Management, General
University of Florida 1996 — 2000
Bachelor's Degree, Tourism, Events and Recreation Managment
PwC June 2008 - Present
Barrel Thief Wine Shop & Cafe September 2007 - Present
PwC September 2006 - June 2008
PwC March 2005 - May 2007
PwC June 2003 - September 2006
Raymond James Financial Inc. May 2001 - May 2003
Skills
Event Planning, Event Management, Corporate Events, Virtual Teams, Webcasting, Project Management, Six Sigma, Wine, Event Producing, Change Management, Vendor Management, Contract Negotiation, Certified Group...
Education
University of Florida 1996 — 2000
Bachelor's Degree, Business Administration and Management, General
University of Florida 1996 — 2000
Bachelor's Degree, Tourism, Events and Recreation Managment
Jordan Lopez Jordan Lopez's Raymond James Financial Inc. Experience July 2013 - September 2013
Job Junior Pricing Analyst
Industry Financial Services
Experience
Compass Analytics, LLC April 2015 - Present
Dolinka Group, LLC August 2014 - January 2015
Westcap Corp February 2014 - June 2014
Raymond James Financial Inc. July 2013 - September 2013
Skills
Communication, Customer Service, Microsoft Office, Writing, Financial Analysis, Risk Assessment
Education
University of California, Irvine 2012 — 2014
Bachelor's degree, Business Administration
Compass Analytics, LLC April 2015 - Present
Dolinka Group, LLC August 2014 - January 2015
Westcap Corp February 2014 - June 2014
Raymond James Financial Inc. July 2013 - September 2013
Skills
Communication, Customer Service, Microsoft Office, Writing, Financial Analysis, Risk Assessment
Education
University of California, Irvine 2012 — 2014
Bachelor's degree, Business Administration
Kristi Shaw Kristi Shaw's Raymond James Financial Inc. Experience March 2006 - August 2010
Job Senior Manager, Merchandising and Creative Services at Checkers Drive In Restaurants
Industry Restaurants
Experience
Checkers Drive In Restaurants August 2013 - Present
Checkers Drive In Restaurants August 2010 - Present
Raymond James Financial Inc. March 2006 - August 2010
Roberts Communications March 2003 - December 2005
Skills
Advertising, Brand Management, Direct Mail, Digital Marketing, Creative Direction, Management, Merchandising, Social Media Marketing, Brand Development, Budgets, Creative Strategy, Online Advertising, Social Media, Strategic Planning
Education
University of Florida 1997 — 2001
Bachelor's degree, Advertising
Checkers Drive In Restaurants August 2013 - Present
Checkers Drive In Restaurants August 2010 - Present
Raymond James Financial Inc. March 2006 - August 2010
Roberts Communications March 2003 - December 2005
Skills
Advertising, Brand Management, Direct Mail, Digital Marketing, Creative Direction, Management, Merchandising, Social Media Marketing, Brand Development, Budgets, Creative Strategy, Online Advertising, Social Media, Strategic Planning
Education
University of Florida 1997 — 2001
Bachelor's degree, Advertising
Keith Irvine Keith Irvine's Raymond James Financial Inc. Experience May 2007 - June 2010
Job Private Equity Investment Professional at Falcon Affiliates, LLC
Industry Venture Capital & Private Equity
Experience
Falcon Affiliates, LLC July 2010 - Present
Trilogy Communications Inc. October 2012 - Present
Raymond James Financial Inc. May 2007 - June 2010
Raymond James Financial Inc. June 2006 - May 2007
Skills
Financial Modeling, Entrepreneurship, Mergers & Acquisitions, Private Equity, Strategic Planning, DCF Valuation, Business Valuation, Capital Structure, Capital Raising, Business Development, Business Analysis, Board of Directors, Precedent Transactions, Comparable Analysis, LBO, Due Diligence, Investment Banking, Valuation, Investments, Finance, Financial Analysis, Corporate Finance
Education
University of Florida 2002 — 2006
Bachelor's Degree, Economics, Entrepreneurship
Falcon Affiliates, LLC July 2010 - Present
Trilogy Communications Inc. October 2012 - Present
Raymond James Financial Inc. May 2007 - June 2010
Raymond James Financial Inc. June 2006 - May 2007
Skills
Financial Modeling, Entrepreneurship, Mergers & Acquisitions, Private Equity, Strategic Planning, DCF Valuation, Business Valuation, Capital Structure, Capital Raising, Business Development, Business Analysis, Board of Directors, Precedent Transactions, Comparable Analysis, LBO, Due Diligence, Investment Banking, Valuation, Investments, Finance, Financial Analysis, Corporate Finance
Education
University of Florida 2002 — 2006
Bachelor's Degree, Economics, Entrepreneurship
John Whitton John Whitton's Raymond James Financial Inc. Experience May 2010 - August 2010
Job Cooper, Simms, Nelson and Mosley Insurance
Industry Insurance
Experience
Cooper, Simms, Nelson and Mosley Insurance, a Division of Hub International October 2014 - Present
Travelers 2012 - October 2014
Raymond James Financial Inc. May 2010 - August 2010
Dillards October 2009 - May 2010
College of Business Administration August 2009 - December 2009
UCF Athletics June 2007 - August 2009
Tuscawilla Country Club June 2007 - July 2009
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Recruiting, Sales, Teaching, Teamwork, Time Management, Social Media, Public Speaking, Social Networking, Event Planning, Marketing, Outlook
Education
University of Central Florida 2007 — 2011
Bachelor of Science, Business Administration; Finance
University of Central Florida
Cooper, Simms, Nelson and Mosley Insurance, a Division of Hub International October 2014 - Present
Travelers 2012 - October 2014
Raymond James Financial Inc. May 2010 - August 2010
Dillards October 2009 - May 2010
College of Business Administration August 2009 - December 2009
UCF Athletics June 2007 - August 2009
Tuscawilla Country Club June 2007 - July 2009
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Recruiting, Sales, Teaching, Teamwork, Time Management, Social Media, Public Speaking, Social Networking, Event Planning, Marketing, Outlook
Education
University of Central Florida 2007 — 2011
Bachelor of Science, Business Administration; Finance
University of Central Florida
Aimee Boggs Aimee Boggs's Raymond James Financial Inc. Experience November 2013 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Morgan Stanley June 1996 - November 2013
Koger Equity, Inc 1991 - 1996
PGA Tour 1988 - 1991
Ernst and Whinney 1985 - 1988
Skills
Finance, Retirement Planning, Investments, Risk Management, Securities, Asset Allocation, Investment Strategies, Financial Advisory, Wealth Management, Financial Analysis, Investment Management, Financial Planning
Education
University of North Florida 1982 — 1983
Bachelor of Science, Accounting
University of Bordeaux, France 1981 — 1982
French Studies
University of Colorado Boulder 1978 — 1981
International Business
Raymond James Financial Inc. November 2013 - Present
Morgan Stanley June 1996 - November 2013
Koger Equity, Inc 1991 - 1996
PGA Tour 1988 - 1991
Ernst and Whinney 1985 - 1988
Skills
Finance, Retirement Planning, Investments, Risk Management, Securities, Asset Allocation, Investment Strategies, Financial Advisory, Wealth Management, Financial Analysis, Investment Management, Financial Planning
Education
University of North Florida 1982 — 1983
Bachelor of Science, Accounting
University of Bordeaux, France 1981 — 1982
French Studies
University of Colorado Boulder 1978 — 1981
International Business
David Hull's Raymond James Financial Inc. Experience April 2014 - October 2014
Job Consultant
Industry Computer Software
Experience
MedHOK, Inc. February 2015 - June 2015
Raymond James Financial Inc. April 2014 - October 2014
Syniverse December 2005 - March 2014
Verizon April 2005 - December 2005
American Automobile Association (AAA) November 2004 - March 2005
Lockheed Martin September 2001 - March 2003
Openwave Systems July 2000 - June 2001
Oracle April 1995 - May 2000
Hughes Supply September 1992 - December 1994
S.T.A.R.T. Solutions September 1991 - September 1992
Skills
Unix, Solaris, Linux, Databases, Software Development, Oracle, SQL, Shell Scripting, Telecommunications, Integration, Servers, Unix Shell Scripting, Data Warehousing, Testing, Requirements Analysis, SDLC, System Administration, XML, Java, MySQL, Weblogic, Software Project..., PL/SQL, Enterprise Architecture, Enterprise Software, Perl, Troubleshooting, Web Applications, HTML, Operating Systems, WebLogic
Education
University of Central Florida 1978 — 1982
Bachelor of Science in Business Administration, Business Administration and Management, Computer Science
MedHOK, Inc. February 2015 - June 2015
Raymond James Financial Inc. April 2014 - October 2014
Syniverse December 2005 - March 2014
Verizon April 2005 - December 2005
American Automobile Association (AAA) November 2004 - March 2005
Lockheed Martin September 2001 - March 2003
Openwave Systems July 2000 - June 2001
Oracle April 1995 - May 2000
Hughes Supply September 1992 - December 1994
S.T.A.R.T. Solutions September 1991 - September 1992
Skills
Unix, Solaris, Linux, Databases, Software Development, Oracle, SQL, Shell Scripting, Telecommunications, Integration, Servers, Unix Shell Scripting, Data Warehousing, Testing, Requirements Analysis, SDLC, System Administration, XML, Java, MySQL, Weblogic, Software Project..., PL/SQL, Enterprise Architecture, Enterprise Software, Perl, Troubleshooting, Web Applications, HTML, Operating Systems, WebLogic
Education
University of Central Florida 1978 — 1982
Bachelor of Science in Business Administration, Business Administration and Management, Computer Science
Cari Kearney's Raymond James Financial Inc. Experience October 2013 - Present
Job Product Specialist in the Alternative Investments Group at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. June 2012 - September 2013
Raymond James Bank May 2011 - August 2011
Raymond James Bank June 2009 - August 2009
CedarS Camps May 2006 - July 2009
Raymond James Bank July 2008 - August 2008
Raymond James Bank July 2007 - August 2007
Skills
Strategic Financial..., Auditing, Internal Audit, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Research, Financial Analysis, Accounting, Financial Reporting, Leadership, Risk Management, Financial Risk, Alternative Investments
Education
University of Florida 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Hillsorough Senior High School 2004 — 2008
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. June 2012 - September 2013
Raymond James Bank May 2011 - August 2011
Raymond James Bank June 2009 - August 2009
CedarS Camps May 2006 - July 2009
Raymond James Bank July 2008 - August 2008
Raymond James Bank July 2007 - August 2007
Skills
Strategic Financial..., Auditing, Internal Audit, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Research, Financial Analysis, Accounting, Financial Reporting, Leadership, Risk Management, Financial Risk, Alternative Investments
Education
University of Florida 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Hillsorough Senior High School 2004 — 2008
Nicholas Hagen Nicholas Hagen's Raymond James Financial Inc. Experience August 2012 - December 2012
Job Student at University of Cincinnati
Industry
Experience
Merrill Lynch December 2012 - January 2013
Coldwell Banker 2013 - 2013
Legacy Wealth Management 2013 - 2013
Raymond James Financial Inc. August 2012 - December 2012
Skills
Finance, Investments, Microsoft Office, Public Speaking, Microsoft Excel
Education
University of Cincinnati 2013 — 2017
Bachelor's Degree, Finance and Business Analytics, Sophomore
Merrill Lynch December 2012 - January 2013
Coldwell Banker 2013 - 2013
Legacy Wealth Management 2013 - 2013
Raymond James Financial Inc. August 2012 - December 2012
Skills
Finance, Investments, Microsoft Office, Public Speaking, Microsoft Excel
Education
University of Cincinnati 2013 — 2017
Bachelor's Degree, Finance and Business Analytics, Sophomore
Nicole Lopez Nicole Lopez's Raymond James Financial Inc. Experience June 2010 - February 2011
Job Account Associate at PIMCO
Industry Investment Management
Experience
PIMCO December 2013 - Present
PwC September 2012 - December 2013
PwC June 2011 - August 2011
Raymond James Financial Inc. June 2010 - February 2011
Skills
Accounting, Microsoft Office, Microsoft Word, PowerPoint, Management, Teamwork, Corporate Tax, Due Diligence, Auditing, Financial Audits, Leadership, Finance, Customer Service, Research, Sarbanes-Oxley, Social Media, Cash Flow
Education
University of California, Irvine
PIMCO December 2013 - Present
PwC September 2012 - December 2013
PwC June 2011 - August 2011
Raymond James Financial Inc. June 2010 - February 2011
Skills
Accounting, Microsoft Office, Microsoft Word, PowerPoint, Management, Teamwork, Corporate Tax, Due Diligence, Auditing, Financial Audits, Leadership, Finance, Customer Service, Research, Sarbanes-Oxley, Social Media, Cash Flow
Education
University of California, Irvine
Jared Adamo Jared Adamo's Raymond James Financial Inc. Experience December 2010 - December 2010
Job Systems Analyst Certified Salesforce Admin
Industry Information Technology and Services
Experience
Starwood Vacation Ownership March 2015 - Present
Citrix August 2014 - February 2015
Citrix June 2013 - July 2014
World Fuel Services April 2012 - June 2013
World Fuel Services May 2011 - April 2012
Raymond James Financial Inc. December 2010 - December 2010
Skills
Salesforce.com, Salesforce.com..., SDLC, Business Analysis, SQL, Databases, Crystal Reports, Business Process, Data Analysis, Requirements Gathering, Java, ETRM, Oracle Financial, Trading Systems, Release Management, SQL Server Management..., Oracle Discoverer, Microsoft Office, Tableau, Functional Testing, Regression Testing, UAT coordination
Education
University of Central Florida 2008 — 2011
Bachelor of Arts (B.A.), Economics, Computer Science (Minor)
The University of Connecticut 2007 — 2008
Bachelor of Science (B.S.), Physiology and Neurobiology
Starwood Vacation Ownership March 2015 - Present
Citrix August 2014 - February 2015
Citrix June 2013 - July 2014
World Fuel Services April 2012 - June 2013
World Fuel Services May 2011 - April 2012
Raymond James Financial Inc. December 2010 - December 2010
Skills
Salesforce.com, Salesforce.com..., SDLC, Business Analysis, SQL, Databases, Crystal Reports, Business Process, Data Analysis, Requirements Gathering, Java, ETRM, Oracle Financial, Trading Systems, Release Management, SQL Server Management..., Oracle Discoverer, Microsoft Office, Tableau, Functional Testing, Regression Testing, UAT coordination
Education
University of Central Florida 2008 — 2011
Bachelor of Arts (B.A.), Economics, Computer Science (Minor)
The University of Connecticut 2007 — 2008
Bachelor of Science (B.S.), Physiology and Neurobiology
Kizel Lewis's Raymond James Financial Inc. Experience February 2013 - May 2013
Job Securities Lending Operations Specialist
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2014 - Present
Raymond James Financial Inc. February 2013 - May 2013
Just Leathers June 2008 - August 2010
Red Bull January 2008 - June 2008
Skills
Leadership, Microsoft Excel, Sales
Education
University of Central Florida 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Pershing, a BNY Mellon company March 2014 - Present
Raymond James Financial Inc. February 2013 - May 2013
Just Leathers June 2008 - August 2010
Red Bull January 2008 - June 2008
Skills
Leadership, Microsoft Excel, Sales
Education
University of Central Florida 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Jason Yu's Raymond James Financial Inc. Experience October 2014 - Present
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. October 2014 - Present
Stifel Financial Corp. July 2013 - October 2014
Morgan Joseph TriArtisan LLC August 2012 - December 2012
KPMG June 2012 - August 2012
Hidden River, LLC January 2012 - April 2012
Skills
Mergers, Financial Modeling, Investment Banking, Microsoft Office, Spreadsheets, Valuation, Competitive Analysis, Due Diligence, Market Research, Corporate Finance, Cantonese, Mandarin, Economics, Finance, Financial Analysis, Mergers & Acquisitions
Education
University of California, Berkeley, Haas School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Raymond James Financial Inc. October 2014 - Present
Stifel Financial Corp. July 2013 - October 2014
Morgan Joseph TriArtisan LLC August 2012 - December 2012
KPMG June 2012 - August 2012
Hidden River, LLC January 2012 - April 2012
Skills
Mergers, Financial Modeling, Investment Banking, Microsoft Office, Spreadsheets, Valuation, Competitive Analysis, Due Diligence, Market Research, Corporate Finance, Cantonese, Mandarin, Economics, Finance, Financial Analysis, Mergers & Acquisitions
Education
University of California, Berkeley, Haas School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Jesse Bernhardt's Raymond James Financial Inc. Experience May 2014 - Present
Job Partner Relations Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Services, Inc. - Griffis, MacClary, and Halbert May 2013 - May 2014
Skills
Negotiation, Financial Analysis, Marketing Strategy, Marketing, Management, Analysis, Forecasting, Finance, Entrepreneurship, Hospitality, Investments, Sales, Teamwork, Time Management, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Social Media
Education
University of Central Florida 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance
University of Central Florida 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, Sport Business Management
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Services, Inc. - Griffis, MacClary, and Halbert May 2013 - May 2014
Skills
Negotiation, Financial Analysis, Marketing Strategy, Marketing, Management, Analysis, Forecasting, Finance, Entrepreneurship, Hospitality, Investments, Sales, Teamwork, Time Management, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Social Media
Education
University of Central Florida 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance
University of Central Florida 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, Sport Business Management
Andrew McSwain Andrew McSwain's Raymond James Financial Inc. Experience 2006 - 2008
Job Chief Strategy Officer, Clever Training
Industry Retail
Experience
Clever Training January 2010 - Present
Raymond James Capital 2008 - 2009
Raymond James Financial Inc. 2006 - 2008
Ernst & Young 2005 - 2006
Ernst & Young 2004 - 2005
Education
University of Virginia 2004 — 2005
Master of Science, Accounting
University of Florida 2000 — 2003
Bachelor of Science (B.S.), Finance
Clever Training January 2010 - Present
Raymond James Capital 2008 - 2009
Raymond James Financial Inc. 2006 - 2008
Ernst & Young 2005 - 2006
Ernst & Young 2004 - 2005
Education
University of Virginia 2004 — 2005
Master of Science, Accounting
University of Florida 2000 — 2003
Bachelor of Science (B.S.), Finance
Kyle Troxel's Raymond James Financial Inc. Experience August 2014 - Present
Job Fee Based Associate at Raymond James Financial Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial Inc. August 2014 - Present
CORA Health Services May 2013 - February 2014
Give Back Central Florida November 2012 - May 2013
University of Central Florida Athletics Marketing Dept. August 2011 - June 2012
Skills
Grass Roots Campaigns, Social Media, Events Coordination, Team-oriented, Social Networking, Social Media Marketing, Press Releases, Marketing Communications, Teamwork, Publicity, Time Management, Sponsorship, Public Relations, Event Planning, Interpersonal..., Event Management, Social Skills, Coordinating Events, Internal Communications, Microsoft Publisher, Highly detail oriented, Oral & Written..., Close Attention to..., Creative Solutions, Communication, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research
Education
University of Central Florida 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Emphasis in Marketing
Raymond James Financial Inc. August 2014 - Present
CORA Health Services May 2013 - February 2014
Give Back Central Florida November 2012 - May 2013
University of Central Florida Athletics Marketing Dept. August 2011 - June 2012
Skills
Grass Roots Campaigns, Social Media, Events Coordination, Team-oriented, Social Networking, Social Media Marketing, Press Releases, Marketing Communications, Teamwork, Publicity, Time Management, Sponsorship, Public Relations, Event Planning, Interpersonal..., Event Management, Social Skills, Coordinating Events, Internal Communications, Microsoft Publisher, Highly detail oriented, Oral & Written..., Close Attention to..., Creative Solutions, Communication, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research
Education
University of Central Florida 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Emphasis in Marketing
Bryce Unger Bryce Unger's Raymond James Financial Inc. Experience June 2007 - August 2007
Job Technical Implementation Engineer 1 at Landis+Gyr
Industry Electrical/Electronic Manufacturing
Experience
Landis+Gyr June 2015 - Present
Beckwith Electric July 2013 - November 2014
Baygeeks Computer Solutions August 2012 - July 2013
Circuitwerkes June 2011 - October 2011
Engineering Matrix, Inc. July 2009 - August 2009
Raymond James Financial Inc. June 2007 - August 2007
Center for Advanced Technologies 2002 - 2006
Skills
Matlab, VHDL, C++, PCB design, Soldering, Java, Python, MySQL, Code Composer Studio, Manufacturing, Visual Studio 2012, Visual DSP++ 5.0, Visual C#, Altium Designer 2009, AutoCAD 2009, A+ Certified, Assembly, LTspice, Altera Quartus, Embedded Systems, dsPIC33 Microcontroller..., Blackfin Development, Red Hat Linux, Ubuntu Linux, Troubleshooting, Testing, Pspice, PCB Design, Microsoft Word
Education
University of Florida 2006 — 2011
Bachelor of Science (B.S.), Electrical and Electronics Engineering, 3.0
Lakewood High School 2002 — 2006
HS Diploma, Center for Advanced Technologies (Magnet)
Landis+Gyr June 2015 - Present
Beckwith Electric July 2013 - November 2014
Baygeeks Computer Solutions August 2012 - July 2013
Circuitwerkes June 2011 - October 2011
Engineering Matrix, Inc. July 2009 - August 2009
Raymond James Financial Inc. June 2007 - August 2007
Center for Advanced Technologies 2002 - 2006
Skills
Matlab, VHDL, C++, PCB design, Soldering, Java, Python, MySQL, Code Composer Studio, Manufacturing, Visual Studio 2012, Visual DSP++ 5.0, Visual C#, Altium Designer 2009, AutoCAD 2009, A+ Certified, Assembly, LTspice, Altera Quartus, Embedded Systems, dsPIC33 Microcontroller..., Blackfin Development, Red Hat Linux, Ubuntu Linux, Troubleshooting, Testing, Pspice, PCB Design, Microsoft Word
Education
University of Florida 2006 — 2011
Bachelor of Science (B.S.), Electrical and Electronics Engineering, 3.0
Lakewood High School 2002 — 2006
HS Diploma, Center for Advanced Technologies (Magnet)
Varun Marneni Varun Marneni's Raymond James Financial Inc. Experience September 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Consolidated Planning Corporation (Raymond James Financial Services) November 2014 - Present
Raymond James Financial Inc. September 2012 - Present
Raymond James Financial Inc. August 2011 - September 2012
Skills
Series 7, Securities, Financial Advisory, Investments, Series 24, Mutual Funds, FINRA, Wealth Management, Equities, Business Development, Financial Modeling, Fixed Income, Investment Strategies, Recruiting, Asset Managment, Valuation, Capital Markets, Sales
Education
University of Florida 2007 — 2011
Bachelor of Applied Science (BASc), Finance, General
Lyman
Lyman
Consolidated Planning Corporation (Raymond James Financial Services) November 2014 - Present
Raymond James Financial Inc. September 2012 - Present
Raymond James Financial Inc. August 2011 - September 2012
Skills
Series 7, Securities, Financial Advisory, Investments, Series 24, Mutual Funds, FINRA, Wealth Management, Equities, Business Development, Financial Modeling, Fixed Income, Investment Strategies, Recruiting, Asset Managment, Valuation, Capital Markets, Sales
Education
University of Florida 2007 — 2011
Bachelor of Applied Science (BASc), Finance, General
Lyman
Lyman
Karli Story Karli Story's Raymond James Financial Inc. Experience September 2015 - Present
Job at
Industry Banking
Experience
Raymond James Financial, Inc. September 2015 - Present
Raymond James Financial Inc. November 2012 - September 2015
Wells Fargo August 2011 - October 2012
Skills
Accounting, Account Reconciliation, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Banking, Analysis, Business Analysis, Management, Microsoft Excel, Microsoft Word, Outlook
Education
University of Central Florida 2006 — 2012
Bachelor of Science (BS), Accounting
University of South Florida
University of South Florida
University of South Florida
Raymond James Financial, Inc. September 2015 - Present
Raymond James Financial Inc. November 2012 - September 2015
Wells Fargo August 2011 - October 2012
Skills
Accounting, Account Reconciliation, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Banking, Analysis, Business Analysis, Management, Microsoft Excel, Microsoft Word, Outlook
Education
University of Central Florida 2006 — 2012
Bachelor of Science (BS), Accounting
University of South Florida
University of South Florida
University of South Florida
Robin Galanti's Raymond James Financial Inc. Experience July 2009 - December 2010
Job Experienced AEC Business Development Executive, BSME
Industry Construction
Experience
Robin Galanti Consulting April 2015 - Present
BuildingPoint Florida August 2014 - March 2015
Time Inc. March 2013 - August 2014
Robin Galanti Consulting January 2011 - March 2013
Raymond James Financial Inc. July 2009 - December 2010
McGraw-Hill Construction January 1997 - June 2009
Edwards & Zuck, P.C. December 1994 - December 1996
Florida Power & Light December 1990 - December 1993
Skills
New Business Development, B2B, Sales Presentations, Account Management, Customer Relations, Publishing, Selling, Cold Calling, Advertising Sales, Trade Shows, Marketing Strategy, Sales Process, Proposal Writing, Promotions, Negotiation, Lead Generation, Budgeting, Strategic Partnerships, Market Planning, Pricing, Profitability, Contract Negotiation, Fortune 500, Advertising, Segmentation, Market Research, Strategic Planning, Integrated Marketing, Custom Publishing, Direct Sales, Prospects, Consultative Selling, Territory, Sales Management, Sales Representatives, Sales Support, Market Development, Microsoft Office, Teamwork, Marketing Management, Marketing Communications, Key Account Management, Public Relations, Budgets, Sales, Sales Operations, Customer Service, Marketing, Management, Leadership
Education
University of Central Florida 1986 — 1990
Bachelor of Science, Mechanical Engineering
Robin Galanti Consulting April 2015 - Present
BuildingPoint Florida August 2014 - March 2015
Time Inc. March 2013 - August 2014
Robin Galanti Consulting January 2011 - March 2013
Raymond James Financial Inc. July 2009 - December 2010
McGraw-Hill Construction January 1997 - June 2009
Edwards & Zuck, P.C. December 1994 - December 1996
Florida Power & Light December 1990 - December 1993
Skills
New Business Development, B2B, Sales Presentations, Account Management, Customer Relations, Publishing, Selling, Cold Calling, Advertising Sales, Trade Shows, Marketing Strategy, Sales Process, Proposal Writing, Promotions, Negotiation, Lead Generation, Budgeting, Strategic Partnerships, Market Planning, Pricing, Profitability, Contract Negotiation, Fortune 500, Advertising, Segmentation, Market Research, Strategic Planning, Integrated Marketing, Custom Publishing, Direct Sales, Prospects, Consultative Selling, Territory, Sales Management, Sales Representatives, Sales Support, Market Development, Microsoft Office, Teamwork, Marketing Management, Marketing Communications, Key Account Management, Public Relations, Budgets, Sales, Sales Operations, Customer Service, Marketing, Management, Leadership
Education
University of Central Florida 1986 — 1990
Bachelor of Science, Mechanical Engineering
Julia Nikulina's Raymond James Financial Inc. Experience August 2015 - Present
Job Accountant (Mutual Fund Operations) at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. June 2014 - August 2015
American Campus Communities September 2013 - June 2014
American Campus Communities July 2009 - August 2013
American Campus Communities January 2009 - October 2009
American Campus Communities December 2007 - December 2008
American Campus Communities May 2007 - November 2007
Skills
Accounts Payable, Accounting, Customer Service, Leases, Invoicing, Social Media, Microsoft Excel, Marketing, Employee Training, Hiring, Excel, MRI, Supervisory Skills, Collections, ACH
Education
University of Central Florida 2005 — 2009
Bachelors, Accounting
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. June 2014 - August 2015
American Campus Communities September 2013 - June 2014
American Campus Communities July 2009 - August 2013
American Campus Communities January 2009 - October 2009
American Campus Communities December 2007 - December 2008
American Campus Communities May 2007 - November 2007
Skills
Accounts Payable, Accounting, Customer Service, Leases, Invoicing, Social Media, Microsoft Excel, Marketing, Employee Training, Hiring, Excel, MRI, Supervisory Skills, Collections, ACH
Education
University of Central Florida 2005 — 2009
Bachelors, Accounting
Jared Perlman Jared Perlman's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Vice President of Residential Lending at Choice Mortgage Bank
Industry Banking
Experience
Choice Mortgage Bank November 2013 - Present
Shwrüm January 2013 - January 2014
Raymond James Financial Inc. June 2012 - August 2012
Broward Health May 2010 - August 2010
Skills
Mortgage Lending, Finance, Loans, Real Estate, Refinance, Real Estate Transactions, Real Estate Financing, Credit, Investment Properties, Investments, Financial Modeling, Loan Origination, Venture Capital, FHA, Mortgage Banking, Funding, Valuation, First Time Home Buyers, Investors, Sales
Education
University of Florida 2008 — 2012
Bachelor's degree, Finance, Real Estate
University of Florida 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Choice Mortgage Bank November 2013 - Present
Shwrüm January 2013 - January 2014
Raymond James Financial Inc. June 2012 - August 2012
Broward Health May 2010 - August 2010
Skills
Mortgage Lending, Finance, Loans, Real Estate, Refinance, Real Estate Transactions, Real Estate Financing, Credit, Investment Properties, Investments, Financial Modeling, Loan Origination, Venture Capital, FHA, Mortgage Banking, Funding, Valuation, First Time Home Buyers, Investors, Sales
Education
University of Florida 2008 — 2012
Bachelor's degree, Finance, Real Estate
University of Florida 2008 — 2012
Bachelor of Science (B.S.), Finance, General
James Kevin Knettel James Kevin Knettel's Raymond James Financial Inc. Experience July 1986 - October 1988
Job IT Manager at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group June 1991 - Present
BT November 1988 - June 1991
Raymond James Financial Inc. July 1986 - October 1988
Skills
Healthcare Information..., IT Management, Project Management, Management, Financial Analysis, Performance Reporting, Writing, Non-fiction
Education
University of Florida
Bachelor's degree, Finance
UnitedHealth Group June 1991 - Present
BT November 1988 - June 1991
Raymond James Financial Inc. July 1986 - October 1988
Skills
Healthcare Information..., IT Management, Project Management, Management, Financial Analysis, Performance Reporting, Writing, Non-fiction
Education
University of Florida
Bachelor's degree, Finance
Jim Filmont Jim Filmont's Raymond James Financial Inc. Experience April 1991 - November 1998
Job Vice President at Willis
Industry Insurance
Experience
Willis April 2003 - Present
Reliance Standard Life April 2001 - April 2003
Aon November 1998 - April 2001
Raymond James Financial Inc. April 1991 - November 1998
Skills
Health Insurance, Claims Management, HR Consulting, Term Life Insurance, Disability Insurance, Medical plan funding..., Vendor Management, Increased Vendor..., Employee Communications, Internal Communications, Strategy, Strategic Planning, Employee Benefits, Benefits Administration, Insurance, Leadership, COBRA, Management, Account Management, Managed Care, Brokers, Employee Engagement, Health Savings Accounts, Business Development, Health Care Reform, Sales, Workers Compensation, Underwriting, Mergers & Acquisitions, Human Resources, Claim, Life Insurance, Professional Liability, Captives, Employment Practices..., D&O, Insurance Brokerage
Education
University of Delaware 1986 — 1990
BA, English
Willis April 2003 - Present
Reliance Standard Life April 2001 - April 2003
Aon November 1998 - April 2001
Raymond James Financial Inc. April 1991 - November 1998
Skills
Health Insurance, Claims Management, HR Consulting, Term Life Insurance, Disability Insurance, Medical plan funding..., Vendor Management, Increased Vendor..., Employee Communications, Internal Communications, Strategy, Strategic Planning, Employee Benefits, Benefits Administration, Insurance, Leadership, COBRA, Management, Account Management, Managed Care, Brokers, Employee Engagement, Health Savings Accounts, Business Development, Health Care Reform, Sales, Workers Compensation, Underwriting, Mergers & Acquisitions, Human Resources, Claim, Life Insurance, Professional Liability, Captives, Employment Practices..., D&O, Insurance Brokerage
Education
University of Delaware 1986 — 1990
BA, English
Nicole Soto's Raymond James Financial Inc. Experience August 2006 - June 2007
Job Environmental Specialist at Florida Department of Health In Osceola County
Industry Hospital & Health Care
Experience
Florida Department of Health In Osceola County 2015 - Present
Centers for Disease Control and Prevention July 2013 - Present
Florida Department of Health in Broward County April 2012 - July 2013
Northwestern Mutual August 2011 - April 2012
Florida Department of Health in Alachua County January 2011 - April 2011
University of Florida September 2008 - December 2010
Northwest Medical Center September 2006 - June 2007
Raymond James Financial Inc. August 2006 - June 2007
Skills
Microsoft Office, Recruiting, Public Speaking, Community Outreach, Event Planning, Fundraising, Interviews, Research, Leadership Development, Nonprofits, Leadership, Training, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word
Education
Western Governors University 2014 — 2017
Registered Nursing/Registered Nurse
University of Florida 2007 — 2011
Bachelor of Science, Health Education
Florida Department of Health In Osceola County 2015 - Present
Centers for Disease Control and Prevention July 2013 - Present
Florida Department of Health in Broward County April 2012 - July 2013
Northwestern Mutual August 2011 - April 2012
Florida Department of Health in Alachua County January 2011 - April 2011
University of Florida September 2008 - December 2010
Northwest Medical Center September 2006 - June 2007
Raymond James Financial Inc. August 2006 - June 2007
Skills
Microsoft Office, Recruiting, Public Speaking, Community Outreach, Event Planning, Fundraising, Interviews, Research, Leadership Development, Nonprofits, Leadership, Training, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word
Education
Western Governors University 2014 — 2017
Registered Nursing/Registered Nurse
University of Florida 2007 — 2011
Bachelor of Science, Health Education
Amy Bonilla's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Seeking FullTime Opportunities
Industry Financial Services
Experience
University of Central Florida - Constituent Relations May 2015 - Present
UCF Center for Entrepreneurial Leadership August 2014 - Present
University of Central Florida - Dept. of Housing & Residence Life January 2013 - Present
University of Central Florida January 2013 - August 2015
Junior Achievement USA May 2015 - July 2015
Junior Achievement USA June 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Howard Fertilizer & Chemical, Inc. June 2012 - August 2012
National Academy Foundation August 2008 - May 2012
Diane Meiller & Associates December 2011 - April 2012
Skills
Public Speaking, Teamwork, Leadership, Event Planning, Positive Coaching, Time Management, Microsoft Word, Microsoft Excel, Community Outreach, Customer Service, Interviews, Networking, PowerPoint, Management, Conflict Resolution, Crisis Intervention, Finance, Public Relations, Accounting, Project Planning, Project Management, Access, Training, Outlook, Research, Fundraising, Recruiting, Social Networking, Team Leadership, Nonprofits, Leadership Development, Microsoft Office, Event Management, Analysis, Social Media, Budgets, Strategic Planning, Market Research
Education
University of Central Florida - College of Business Administration 2012 — 2016
Bachelor of Science in Business Administration (B.S.B.A), Finance Major; International Business & Leadership Studies Minor
ICN Business School - Nancy, France 2014 — 2015
Bachelor of Business Administration (B.B.A.), Study Abroad - International Business
Academy of Finance - William R. Boone High School 2008 — 2012
High School Diploma (Honors), Finance, General
University of Central Florida - Constituent Relations May 2015 - Present
UCF Center for Entrepreneurial Leadership August 2014 - Present
University of Central Florida - Dept. of Housing & Residence Life January 2013 - Present
University of Central Florida January 2013 - August 2015
Junior Achievement USA May 2015 - July 2015
Junior Achievement USA June 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Howard Fertilizer & Chemical, Inc. June 2012 - August 2012
National Academy Foundation August 2008 - May 2012
Diane Meiller & Associates December 2011 - April 2012
Skills
Public Speaking, Teamwork, Leadership, Event Planning, Positive Coaching, Time Management, Microsoft Word, Microsoft Excel, Community Outreach, Customer Service, Interviews, Networking, PowerPoint, Management, Conflict Resolution, Crisis Intervention, Finance, Public Relations, Accounting, Project Planning, Project Management, Access, Training, Outlook, Research, Fundraising, Recruiting, Social Networking, Team Leadership, Nonprofits, Leadership Development, Microsoft Office, Event Management, Analysis, Social Media, Budgets, Strategic Planning, Market Research
Education
University of Central Florida - College of Business Administration 2012 — 2016
Bachelor of Science in Business Administration (B.S.B.A), Finance Major; International Business & Leadership Studies Minor
ICN Business School - Nancy, France 2014 — 2015
Bachelor of Business Administration (B.B.A.), Study Abroad - International Business
Academy of Finance - William R. Boone High School 2008 — 2012
High School Diploma (Honors), Finance, General
Bonnie Wise Bonnie Wise's Raymond James Financial Inc. Experience 1986 - 1994
Job Chief Financial Administrator at Hillsborough County
Industry Government Administration
Experience
Hillsborough County 2011 - Present
City of Tampa 2003 - 2011
William R. Hough & Co. 1995 - 2003
Raymond James Financial Inc. 1986 - 1994
Skills
Municipal Bonds, Public Finance, Municipal Management, Local Government, Investment Banking, Financial Advisory, Investments, Finance
Education
University of Florida 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Florida 1980 — 1984
Bachelor of Science (B.S.), Finance, General
Hillsborough County 2011 - Present
City of Tampa 2003 - 2011
William R. Hough & Co. 1995 - 2003
Raymond James Financial Inc. 1986 - 1994
Skills
Municipal Bonds, Public Finance, Municipal Management, Local Government, Investment Banking, Financial Advisory, Investments, Finance
Education
University of Florida 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Florida 1980 — 1984
Bachelor of Science (B.S.), Finance, General
Dustin Martin Dustin Martin's Raymond James Financial Inc. Experience December 2011 - July 2013
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - January 2015
University of Cincinnati March 2012 - May 2014
ProCamps Worldwide May 2013 - July 2013
Raymond James Financial Inc. December 2011 - July 2013
LCNB National Bank 2010 - 2011
Education
University of Cincinnati College of Business 2009 — 2014
a Bachelor of Business Administration, Finance
University of Cincinnati College of Education, Criminal Justice, & Human Services 2012 — 2014
Minor, Sport and Fitness Administration/Management
Franklin High School 2005 — 2009
High School Diploma, Graduated
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - January 2015
University of Cincinnati March 2012 - May 2014
ProCamps Worldwide May 2013 - July 2013
Raymond James Financial Inc. December 2011 - July 2013
LCNB National Bank 2010 - 2011
Education
University of Cincinnati College of Business 2009 — 2014
a Bachelor of Business Administration, Finance
University of Cincinnati College of Education, Criminal Justice, & Human Services 2012 — 2014
Minor, Sport and Fitness Administration/Management
Franklin High School 2005 — 2009
High School Diploma, Graduated
Cole Engelhardt Cole Engelhardt's Raymond James Financial Inc. Experience January 2014 - May 2014
Job Associate Analyst at OptionsPlay
Industry Financial Services
Experience
OptionsPlay June 2014 - Present
Raymond James Financial Inc. January 2014 - May 2014
University of Central Florida June 2010 - May 2014
Raymond James Financial Inc. May 2013 - August 2013
CarMax April 2012 - May 2013
Skills
Options, Options Strategies, Risk Management, Equity Derivatives, PowerPoint, Time Management, Finance, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Management, Facebook, Financial Modeling, Customer Service, Public Speaking, Social Networking, Leadership, Research, Teamwork, Microsoft CRM, HTML Emails, Portfolio Management, Investments
Education
University of Central Florida - College of Business Administration 2010 — 2014
BA, Finance, General
OptionsPlay June 2014 - Present
Raymond James Financial Inc. January 2014 - May 2014
University of Central Florida June 2010 - May 2014
Raymond James Financial Inc. May 2013 - August 2013
CarMax April 2012 - May 2013
Skills
Options, Options Strategies, Risk Management, Equity Derivatives, PowerPoint, Time Management, Finance, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Management, Facebook, Financial Modeling, Customer Service, Public Speaking, Social Networking, Leadership, Research, Teamwork, Microsoft CRM, HTML Emails, Portfolio Management, Investments
Education
University of Central Florida - College of Business Administration 2010 — 2014
BA, Finance, General
Madeleine Willner's Raymond James Financial Inc. Experience May 2013 - August 2013
Job New Product Development Specialist at CEB
Industry Financial Services
Experience
CEB October 2015 - Present
CEB April 2015 - August 2015
CEB June 2014 - March 2015
Franklin Square Capital Partners August 2013 - April 2014
Raymond James Financial Inc. May 2013 - August 2013
Lockheed Martin April 2013 - August 2013
E-Commerce Intelligence April 2013 - August 2013
Microsoft Skydrive February 2013 - June 2013
Lockheed Martin January 2012 - March 2013
NetClarify 2013 - 2013
Skills
Microsoft Excel, Microsoft Word, Prezi, PowerPoint, Photoshop, Illustrator, Customer Service, interperson, Leadership, Research, Microsoft Office, Event Planning, Social Media Marketing, Social Networking, Facebook, Social Media, Marketing, Time Management, Sales, Public Speaking
Education
University of Central Florida - College of Business Administration 2010 — 2014
Marketing and Mass Communications, Junior
CEB October 2015 - Present
CEB April 2015 - August 2015
CEB June 2014 - March 2015
Franklin Square Capital Partners August 2013 - April 2014
Raymond James Financial Inc. May 2013 - August 2013
Lockheed Martin April 2013 - August 2013
E-Commerce Intelligence April 2013 - August 2013
Microsoft Skydrive February 2013 - June 2013
Lockheed Martin January 2012 - March 2013
NetClarify 2013 - 2013
Skills
Microsoft Excel, Microsoft Word, Prezi, PowerPoint, Photoshop, Illustrator, Customer Service, interperson, Leadership, Research, Microsoft Office, Event Planning, Social Media Marketing, Social Networking, Facebook, Social Media, Marketing, Time Management, Sales, Public Speaking
Education
University of Central Florida - College of Business Administration 2010 — 2014
Marketing and Mass Communications, Junior
Stacy Andersen's Raymond James Financial Inc. Experience September 2002 - July 2005
Job Enterprise Architect at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase June 2008 - Present
Publix Super Markets August 2005 - May 2008
Raymond James Financial Inc. September 2002 - July 2005
Jabil July 2001 - August 2002
Skills
Business Intelligence, E-commerce, Mobile Commerce, .NET, Microsoft SQL Server, Visual Studio, Project Management, Cross-functional Team..., Payment Card Processing, Agile Methodologies
Education
University of Florida
Master of Science (M.S.), Computer Science
JPMorgan Chase June 2008 - Present
Publix Super Markets August 2005 - May 2008
Raymond James Financial Inc. September 2002 - July 2005
Jabil July 2001 - August 2002
Skills
Business Intelligence, E-commerce, Mobile Commerce, .NET, Microsoft SQL Server, Visual Studio, Project Management, Cross-functional Team..., Payment Card Processing, Agile Methodologies
Education
University of Florida
Master of Science (M.S.), Computer Science
Shane Fellows Shane Fellows's Raymond James Financial Inc. Experience December 2004 - July 2008
Job Owner, Acqua Photo.com
Industry Photography
Experience
AcquaPhoto.com July 2008 - Present
Raymond James Financial Inc. December 2004 - July 2008
Skills
Social Media, Customer Service, Photography, Digital Photography, Event Management, Stocks, Social Media Marketing, Photoshop, Entrepreneurship, Marketing, Advertising, Social Networking, Adobe Creative Suite, Blogging, Graphic Design, Online Marketing, Fashion
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2006
BS, Business Administration w/Emphasis in Finance
AcquaPhoto.com July 2008 - Present
Raymond James Financial Inc. December 2004 - July 2008
Skills
Social Media, Customer Service, Photography, Digital Photography, Event Management, Stocks, Social Media Marketing, Photoshop, Entrepreneurship, Marketing, Advertising, Social Networking, Adobe Creative Suite, Blogging, Graphic Design, Online Marketing, Fashion
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2006
BS, Business Administration w/Emphasis in Finance
Chase Sims Chase Sims's Raymond James Financial Inc. Experience May 2013 - May 2015
Job Acquisitions Analyst at City Real Estate Advisors, Inc.
Industry Real Estate
Experience
City Real Estate Advisors, Inc. August 2015 - Present
Raymond James Financial Inc. May 2013 - May 2015
The ConvergEx Group February 2012 - May 2013
The Dunhill Companies July 2011 - February 2012
Kelly Educational Staffing November 2007 - May 2011
Colliers International August 2010 - November 2010
Skills
Research, Excel, Analysis, Microsoft Office, Real Estate, Writing, Real Estate Investment, Microsoft Excel, Investment Properties
Education
University of Central Florida - College of Business Administration 2010 — 2011
Masters, Real Estate
University of Central Florida - College of Business Administration 2007 — 2009
Bachelor of Science, Finance, Real Estate
City Real Estate Advisors, Inc. August 2015 - Present
Raymond James Financial Inc. May 2013 - May 2015
The ConvergEx Group February 2012 - May 2013
The Dunhill Companies July 2011 - February 2012
Kelly Educational Staffing November 2007 - May 2011
Colliers International August 2010 - November 2010
Skills
Research, Excel, Analysis, Microsoft Office, Real Estate, Writing, Real Estate Investment, Microsoft Excel, Investment Properties
Education
University of Central Florida - College of Business Administration 2010 — 2011
Masters, Real Estate
University of Central Florida - College of Business Administration 2007 — 2009
Bachelor of Science, Finance, Real Estate
Jennifer Greenstein's Raymond James Financial Inc. Experience May 2012 - August 2012
Job Event Coordinator and Customer Service Expert
Industry Events Services
Experience
Universal Orlando Resort August 2014 - December 2014
Atmosphere Floral and Design January 2014 - May 2014
Soirée-Event and Conference Center September 2013 - December 2013
Doubletree by Hilton Orlando at Seaworld March 2013 - September 2013
Raymond James Financial Inc. May 2012 - August 2012
Skills
Time Management, Customer Service, Event Planning, Leadership, Social Networking, Social Media Marketing, Public Speaking, Hospitality Industry, Event Coordinating, PowerPoint, Microsoft Excel, Studio Art, Teamwork, Team Building, Facebook, Corporate Events, Communication, Hospitality, Social Media, Marketing, Microsoft Office, Marketing Communications, Sales, Public Relations, Training, Team Leadership
Education
University of Central Florida 2011 — 2015
Rosen School of Hospitality Management, Event Management, Graduating Senior
University of Central Florida 2011 — 2015
Rosen School of Hospitality Management, Hospitality Management, Graduating Senior
University of Central Florida 2011 — 2015
Fine/Studio Arts, General, Graduating Senior
Universal Orlando Resort August 2014 - December 2014
Atmosphere Floral and Design January 2014 - May 2014
Soirée-Event and Conference Center September 2013 - December 2013
Doubletree by Hilton Orlando at Seaworld March 2013 - September 2013
Raymond James Financial Inc. May 2012 - August 2012
Skills
Time Management, Customer Service, Event Planning, Leadership, Social Networking, Social Media Marketing, Public Speaking, Hospitality Industry, Event Coordinating, PowerPoint, Microsoft Excel, Studio Art, Teamwork, Team Building, Facebook, Corporate Events, Communication, Hospitality, Social Media, Marketing, Microsoft Office, Marketing Communications, Sales, Public Relations, Training, Team Leadership
Education
University of Central Florida 2011 — 2015
Rosen School of Hospitality Management, Event Management, Graduating Senior
University of Central Florida 2011 — 2015
Rosen School of Hospitality Management, Hospitality Management, Graduating Senior
University of Central Florida 2011 — 2015
Fine/Studio Arts, General, Graduating Senior
Candy Houk's Raymond James Financial Inc. Experience 2005 - 2007
Job Admission Coordinator at The Geneva School
Industry Education Management
Experience
The Geneva School 2007 - Present
Raymond James Financial Inc. 2005 - 2007
Travelers 1994 - 1997
Skills
Public Speaking, Interviews, Teaching, Sales, Event Planning, Leadership, Leadership Development, Marketing, Fundraising, Community Outreach, PowerPoint, Microsoft Office, Higher Education, Coaching, Training, Research, Strategic Planning, Nonprofits, •Strong interpersonal..., •Meticulous attention..., •Excellent problem..., •Skilled in sales,..., •Experienced in data..., Team Building, Social Networking, Public Relations, Volunteer Management, Recruiting, Outlook
Education
University of Central Florida 1990 — 1993
Bachelor's Degree, Business Administration and Management, General
The Geneva School 2007 - Present
Raymond James Financial Inc. 2005 - 2007
Travelers 1994 - 1997
Skills
Public Speaking, Interviews, Teaching, Sales, Event Planning, Leadership, Leadership Development, Marketing, Fundraising, Community Outreach, PowerPoint, Microsoft Office, Higher Education, Coaching, Training, Research, Strategic Planning, Nonprofits, •Strong interpersonal..., •Meticulous attention..., •Excellent problem..., •Skilled in sales,..., •Experienced in data..., Team Building, Social Networking, Public Relations, Volunteer Management, Recruiting, Outlook
Education
University of Central Florida 1990 — 1993
Bachelor's Degree, Business Administration and Management, General
Alexis Allen's Raymond James Financial Inc. Experience May 2014 - Present
Job Account Executive at Raymond James Financial Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial Inc. May 2014 - Present
PGA TOUR March 2013 - December 2013
PGA TOUR April 2012 - February 2013
PGA TOUR January 2012 - March 2012
PGA TOUR June 2011 - August 2011
St. John & Partners May 2010 - August 2010
Dalton Agency May 2009 - August 2009
Best Buddies Jacksonville May 2009 - August 2009
Skills
Facebook, Marketing, Event Management, Event Planning, Social Media, Social Media Marketing, Strategy, Market Research, Sponsorship
Education
University of Florida 2008 — 2012
Marketing
Raymond James Financial Inc. May 2014 - Present
PGA TOUR March 2013 - December 2013
PGA TOUR April 2012 - February 2013
PGA TOUR January 2012 - March 2012
PGA TOUR June 2011 - August 2011
St. John & Partners May 2010 - August 2010
Dalton Agency May 2009 - August 2009
Best Buddies Jacksonville May 2009 - August 2009
Skills
Facebook, Marketing, Event Management, Event Planning, Social Media, Social Media Marketing, Strategy, Market Research, Sponsorship
Education
University of Florida 2008 — 2012
Marketing
Brian Shepard, CRPS® Brian Shepard, CRPS®'s Raymond James Financial Inc. Experience September 2013 - Present
Job Financial Advisor with Parkview Capital Advisors of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 2013 - Present
JP Morgan Securities, Inc. August 2007 - September 2013
Smith Barney June 2005 - August 2007
Legg Mason November 2003 - May 2005
Skills
Portfolio Management, Equities, Relationship Management, Risk Management, Estate Planning, Series 7, Series 63, Series 65, Due Diligence, Securities, Investments, Asset Allocation, Asset Managment, Private Equity, Hedge Funds, Wealth Management, Mutual Funds, Loans, Asset Management, Strategic Financial..., Fixed Income, Capital Markets, Valuation, Credit, Alternative Investments, Investment Banking, Financial Services, Financial Analysis, Bloomberg, Retirement, Investment Strategies, Retirement Planning, Separately Managed..., Wealth Management..., Investment Management, Financial Advisory, Investment Advisory, Life Insurance, Insurance
Education
University of Colorado at Boulder 1996 — 2002
Economics, Economics
Columbus Academy 1984 — 1996
Raymond James Financial Inc. September 2013 - Present
JP Morgan Securities, Inc. August 2007 - September 2013
Smith Barney June 2005 - August 2007
Legg Mason November 2003 - May 2005
Skills
Portfolio Management, Equities, Relationship Management, Risk Management, Estate Planning, Series 7, Series 63, Series 65, Due Diligence, Securities, Investments, Asset Allocation, Asset Managment, Private Equity, Hedge Funds, Wealth Management, Mutual Funds, Loans, Asset Management, Strategic Financial..., Fixed Income, Capital Markets, Valuation, Credit, Alternative Investments, Investment Banking, Financial Services, Financial Analysis, Bloomberg, Retirement, Investment Strategies, Retirement Planning, Separately Managed..., Wealth Management..., Investment Management, Financial Advisory, Investment Advisory, Life Insurance, Insurance
Education
University of Colorado at Boulder 1996 — 2002
Economics, Economics
Columbus Academy 1984 — 1996
Lauren Rahimitabar's Raymond James Financial Inc. Experience April 2013 - Present
Job Equity Capital Markets Roadshow Coordinator at Raymond James Financial Inc.
Industry Events Services
Experience
Raymond James Financial Inc. April 2013 - Present
The Rusty Pelican 2012 - April 2013
Tickled Pink Brides August 2011 - April 2013
Skills
Event Planning, Corporate Event Sales, Wedding Coordinating, Customer Service..., Trade Show Production, Non-profit Program..., Food and Wine Pairing, Photoshop, Wedding Design, Corporate Events, Marketing, Event Management, Public Speaking, Sales, Time Management, Weddings
Education
University of Central Florida 2007 — 2011
Bachelor of Science (BS), Event Management
Raymond James Financial Inc. April 2013 - Present
The Rusty Pelican 2012 - April 2013
Tickled Pink Brides August 2011 - April 2013
Skills
Event Planning, Corporate Event Sales, Wedding Coordinating, Customer Service..., Trade Show Production, Non-profit Program..., Food and Wine Pairing, Photoshop, Wedding Design, Corporate Events, Marketing, Event Management, Public Speaking, Sales, Time Management, Weddings
Education
University of Central Florida 2007 — 2011
Bachelor of Science (BS), Event Management
Jeff Pesci Jeff Pesci's Raymond James Financial Inc. Experience December 2014 - Present
Job Senior Account Executive at Raymond James Financial
Industry Marketing and Advertising
Experience
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. November 2013 - Present
Skills
Digital Media, Media Buying, Interactive Marketing, Media Planning, Digital Strategy, Social Media Marketing, Outdoor Advertising, Media Strategy, comScore
Education
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Advertising
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. November 2013 - Present
Skills
Digital Media, Media Buying, Interactive Marketing, Media Planning, Digital Strategy, Social Media Marketing, Outdoor Advertising, Media Strategy, comScore
Education
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Advertising
David Stubbs David Stubbs's Raymond James Financial Inc. Experience 2014 - Present
Job Managing Director, Head of Life Sciences at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2014 - Present
Inverness Advisors April 2009 - December 2014
Thomas Weisel Partners 2005 - 2007
Deutsche Bank 2003 - 2005
Citigroup 1999 - 2003
Skills
Mergers & Acquisitions, Medical Devices, Management, Venture Capital, Due Diligence, Investment Banking, Biotechnology, Private Placements, Valuation, Private Equity, Financial Modeling, Corporate Development, Strategy, Corporate Finance, Angel Investing
Education
The University of Chicago 1996 — 1998
MBA, Finance, Accounting
University of California, Los Angeles 1985 — 1988
BA, English Literature
Raymond James Financial Inc. 2014 - Present
Inverness Advisors April 2009 - December 2014
Thomas Weisel Partners 2005 - 2007
Deutsche Bank 2003 - 2005
Citigroup 1999 - 2003
Skills
Mergers & Acquisitions, Medical Devices, Management, Venture Capital, Due Diligence, Investment Banking, Biotechnology, Private Placements, Valuation, Private Equity, Financial Modeling, Corporate Development, Strategy, Corporate Finance, Angel Investing
Education
The University of Chicago 1996 — 1998
MBA, Finance, Accounting
University of California, Los Angeles 1985 — 1988
BA, English Literature
Christopher Stanek's Raymond James Financial Inc. Experience April 2014 - Present
Job ManagerPrivate Client Group Financial Analysis at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial October 2005 - Present
Raymond James Financial May 2000 - October 2005
Outbound Marketing 1997 - 2000
Skills
Trend Analysis, Series 7, Strategic Financial..., Securities, Mutual Funds, Financial Advisory, Asset Managment, Asset Allocation, Financial Analysis, Investments, Portfolio Management, Wealth Management, Trading, Revenue Recognition, Consolidation, Credit Analysis, Financial Accounting
Education
University of Central Florida 1988 — 1992
BS BA, Finance and Economics
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial October 2005 - Present
Raymond James Financial May 2000 - October 2005
Outbound Marketing 1997 - 2000
Skills
Trend Analysis, Series 7, Strategic Financial..., Securities, Mutual Funds, Financial Advisory, Asset Managment, Asset Allocation, Financial Analysis, Investments, Portfolio Management, Wealth Management, Trading, Revenue Recognition, Consolidation, Credit Analysis, Financial Accounting
Education
University of Central Florida 1988 — 1992
BS BA, Finance and Economics
Kelly Francis Kelly Francis's Raymond James Financial Inc. Experience December 2011 - Present
Job Graphic Design Professional | Proactive and Organized Art Director
Industry Graphic Design
Experience
Raymond James Financial Inc. December 2011 - Present
Brookdale Senior Living (Formerly Horizon Bay Retirement Living) August 2008 - November 2011
WellCare Health Plans November 2005 - August 2008
Aubrey Organics August 2004 - August 2005
YM Magazine (Gruner + Jahr USA Publishing) March 2002 - February 2004
John Frieda Professional Hair Care 2000 - 2002
Paradigm Communications 1999 - 2000
Independent Florida Alligator January 1997 - December 1998
Skills
InDesign, Illustrator, Photoshop, QuarkXPress, Adobe Acrobat, Microsoft Office, Mac/PC Proficient, Graphic Design, Marketing, Advertising, Marketing Communications, Corporate Branding, Art Direction, Packaging, Magazines, Graphics, Typography, Web Design, Brochures, Flash, Photography, Dreamweaver, Layout, Online Advertising, Creative Direction, Adobe Creative Suite, Leadership, Publications, Multimedia, Logo Design, Mac, Email Marketing, Newsletters, Brand Development, Image Manipulation, Direct Mail
Education
University of Florida 1995 — 1999
BS, Advertising, Art History
Raymond James Financial Inc. December 2011 - Present
Brookdale Senior Living (Formerly Horizon Bay Retirement Living) August 2008 - November 2011
WellCare Health Plans November 2005 - August 2008
Aubrey Organics August 2004 - August 2005
YM Magazine (Gruner + Jahr USA Publishing) March 2002 - February 2004
John Frieda Professional Hair Care 2000 - 2002
Paradigm Communications 1999 - 2000
Independent Florida Alligator January 1997 - December 1998
Skills
InDesign, Illustrator, Photoshop, QuarkXPress, Adobe Acrobat, Microsoft Office, Mac/PC Proficient, Graphic Design, Marketing, Advertising, Marketing Communications, Corporate Branding, Art Direction, Packaging, Magazines, Graphics, Typography, Web Design, Brochures, Flash, Photography, Dreamweaver, Layout, Online Advertising, Creative Direction, Adobe Creative Suite, Leadership, Publications, Multimedia, Logo Design, Mac, Email Marketing, Newsletters, Brand Development, Image Manipulation, Direct Mail
Education
University of Florida 1995 — 1999
BS, Advertising, Art History
Vanessa De Ingardia's Raymond James Financial Inc. Experience April 2008 - Present
Job Certified Financial Planner at Raymond James Financial Services, Inc
Industry Investment Management
Experience
Raymond James Financial Inc. April 2008 - Present
Raymond James Financial Inc. April 2008 - Present
A. G. Edwards & Sons October 1999 - April 2008
Skills
CRPC, Retirement Planning, Series 7, Options Strategies, Fiduciary, 403 b, Profit Sharing, Small Business, Finance, Securities, Financial Advisory
Education
University of California, Santa Cruz 1992 — 1995
Latin American Economics
Raymond James Financial Inc. April 2008 - Present
Raymond James Financial Inc. April 2008 - Present
A. G. Edwards & Sons October 1999 - April 2008
Skills
CRPC, Retirement Planning, Series 7, Options Strategies, Fiduciary, 403 b, Profit Sharing, Small Business, Finance, Securities, Financial Advisory
Education
University of California, Santa Cruz 1992 — 1995
Latin American Economics
Haley Smart's Raymond James Financial Inc. Experience March 2015 - Present
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. May 2013 - February 2015
University of South Florida August 2012 - May 2013
University of Central Florida May 2012 - August 2012
UBS Financial Services August 2011 - December 2011
Skills
Microsoft Office, Typing, Advanced Excel Skills, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Customer Service, Public Speaking, Financial Analysis, Research, Data Analysis
Education
University of South Florida 2012 — 2014
Master's Degree, Finance, 3.9 GPA
University of Central Florida 2008 — 2012
Bachelor of Science in Business Administration, Finance
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. May 2013 - February 2015
University of South Florida August 2012 - May 2013
University of Central Florida May 2012 - August 2012
UBS Financial Services August 2011 - December 2011
Skills
Microsoft Office, Typing, Advanced Excel Skills, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Customer Service, Public Speaking, Financial Analysis, Research, Data Analysis
Education
University of South Florida 2012 — 2014
Master's Degree, Finance, 3.9 GPA
University of Central Florida 2008 — 2012
Bachelor of Science in Business Administration, Finance
Jeffrey Lopopolo Jeffrey Lopopolo's Raymond James Financial Inc. Experience May 2010 - August 2010
Job MBA Candidate at University of Florida
Industry Financial Services
Experience
ExxonMobil July 2015 - Present
University of Florida June 2014 - May 2015
Fortegra Financial June 2012 - June 2014
Walt Disney World June 2011 - January 2012
Raymond James Financial Inc. May 2010 - August 2010
Skills
Microsoft Excel, Oracle E-Business Suite, Microsoft Office, Oracle CRM, Business Analysis, Process Improvement, Financial Analysis, Access, Project Management, Financial Modeling, Public Speaking, Customer Service, Finance
Education
University of Florida 2008 — 2012
Bachelor of Science (BS), Finance, General
ExxonMobil July 2015 - Present
University of Florida June 2014 - May 2015
Fortegra Financial June 2012 - June 2014
Walt Disney World June 2011 - January 2012
Raymond James Financial Inc. May 2010 - August 2010
Skills
Microsoft Excel, Oracle E-Business Suite, Microsoft Office, Oracle CRM, Business Analysis, Process Improvement, Financial Analysis, Access, Project Management, Financial Modeling, Public Speaking, Customer Service, Finance
Education
University of Florida 2008 — 2012
Bachelor of Science (BS), Finance, General
Derek Brunette, CFP® CIMA®'s Raymond James Financial Inc. Experience December 2012 - Present
Job Vice President, Senior Asset Management Consultant
Industry Investment Management
Experience
Raymond James Financial Inc. December 2012 - Present
Raymond James Financial Inc. February 2011 - December 2012
Tuttle Asset Management, LLC June 2009 - December 2010
Raymond James Financial Inc. October 2008 - May 2009
Raymond James Financial Inc. June 2007 - July 2008
Skills
Series 7, Securities, Asset Allocation, Portfolio Management, Investments, Equities, Mutual Funds, Series 63, Strategic Financial..., Trading, Microsoft Excel, Asset Management, Alternative Investments, Uniform Combined State..., Hedge Funds, Financial Advisory, Investment Management, Sales
Education
University of Central Florida 2002 — 2007
Bachelors of Science, Business Administration; Finance
Raymond James Financial Inc. December 2012 - Present
Raymond James Financial Inc. February 2011 - December 2012
Tuttle Asset Management, LLC June 2009 - December 2010
Raymond James Financial Inc. October 2008 - May 2009
Raymond James Financial Inc. June 2007 - July 2008
Skills
Series 7, Securities, Asset Allocation, Portfolio Management, Investments, Equities, Mutual Funds, Series 63, Strategic Financial..., Trading, Microsoft Excel, Asset Management, Alternative Investments, Uniform Combined State..., Hedge Funds, Financial Advisory, Investment Management, Sales
Education
University of Central Florida 2002 — 2007
Bachelors of Science, Business Administration; Finance
Eric Schoellnast's Raymond James Financial Inc. Experience 2005 - 2008
Job Lighting Artist at Shade VFX
Industry Animation
Experience
Shade VFX February 2014 - Present
Zoic Studios October 2013 - February 2014
Shade VFX September 2012 - July 2013
Raymond James Financial Inc. 2005 - 2008
Skills
Lighting, Compositing, Vray, Maya, Nuke, Shading, Look Development, Silhouette
Education
University of Central Florida 2008 — 2011
B.A., Digital Media - Visual Language
Shade VFX February 2014 - Present
Zoic Studios October 2013 - February 2014
Shade VFX September 2012 - July 2013
Raymond James Financial Inc. 2005 - 2008
Skills
Lighting, Compositing, Vray, Maya, Nuke, Shading, Look Development, Silhouette
Education
University of Central Florida 2008 — 2011
B.A., Digital Media - Visual Language
Gina Scrimo Gina Scrimo's Raymond James Financial Inc. Experience January 2011 - June 2011
Job Sales and Reservations Coordinator at Paligroup
Industry Leisure, Travel & Tourism
Experience
Paligroup March 2014 - Present
Steven Roth Music June 2012 - Present
Altour August 2012 - March 2014
Raymond James Financial Inc. January 2011 - June 2011
Creeboomar INC.2200200920092009 September 2009 - June 2011
Skills
Business Travel, Tourism, Travel Management, Travel Planning, Leisure Travel, Hotels, Adventure Travel, Event Management, Hospitality, Resorts, Leisure, Cruises, Social Media, Event Planning, Sabre, Vacation, Social Media Marketing, Public Relations, Incentive Travel, Incentives, Online Advertising, Manage Client..., Music Production, Tour Management, Tour Booking
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Paligroup March 2014 - Present
Steven Roth Music June 2012 - Present
Altour August 2012 - March 2014
Raymond James Financial Inc. January 2011 - June 2011
Creeboomar INC.2200200920092009 September 2009 - June 2011
Skills
Business Travel, Tourism, Travel Management, Travel Planning, Leisure Travel, Hotels, Adventure Travel, Event Management, Hospitality, Resorts, Leisure, Cruises, Social Media, Event Planning, Sabre, Vacation, Social Media Marketing, Public Relations, Incentive Travel, Incentives, Online Advertising, Manage Client..., Music Production, Tour Management, Tour Booking
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
David Montalvo, MBA's Raymond James Financial Inc. Experience August 2015 - Present
Job Business Analyst II at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial, Inc. May 2015 - August 2015
Raymond James Financial Inc. October 2014 - May 2015
Raymond James Financial Inc. May 2014 - October 2014
USF St. Petersburg July 2013 - May 2014
Chico's FAS Inc. May 2012 - August 2012
Skills
Some shop experience..., Proficiency in all..., Understanding of..., Experience Working with..., Process Improvement, Forecasting, Leadership, Management, Sales, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Merchandising, Time Management, Inventory Management, Retail, Outlook, Team Leadership, Social Media, Public Speaking, Social Networking, Data Analysis, Teamwork
Education
University of South Florida-St. Petersburg Campus 2013 — 2014
Master of Business Administration (M.B.A.), Management Information Systems, General
University of Central Florida 2008 — 2013
Bachelor of Science (B.S.), Industrial Engineering and Management Systems
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial, Inc. May 2015 - August 2015
Raymond James Financial Inc. October 2014 - May 2015
Raymond James Financial Inc. May 2014 - October 2014
USF St. Petersburg July 2013 - May 2014
Chico's FAS Inc. May 2012 - August 2012
Skills
Some shop experience..., Proficiency in all..., Understanding of..., Experience Working with..., Process Improvement, Forecasting, Leadership, Management, Sales, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Merchandising, Time Management, Inventory Management, Retail, Outlook, Team Leadership, Social Media, Public Speaking, Social Networking, Data Analysis, Teamwork
Education
University of South Florida-St. Petersburg Campus 2013 — 2014
Master of Business Administration (M.B.A.), Management Information Systems, General
University of Central Florida 2008 — 2013
Bachelor of Science (B.S.), Industrial Engineering and Management Systems
Wenxing Li Wenxing Li's Raymond James Financial Inc. Experience November 2013 - Present
Job Information Analyst
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Raymond James Financial Inc. October 2012 - February 2014
TheChineseLink.com February 2012 - September 2012
PeopleSoft May 2010 - August 2010
SPDM Trading Company Ltd. February 2009 - January 2010
China Merchants Bank February 2008 - May 2008
Henan Yilong Import and Export Company Ltd. July 2007 - August 2007
Skills
Visio, Access, Visual Basic, Word, SQL, HTML, Java, C#, Economics, Logistics, Excel, PowerPoint, FrontPage, Production Management, Outlook, MS Project, Microsoft Office, Financial Reporting, Mandarin, Databases, Business Analysis, Statistics, Quantitative Analysis, SharePoint, Operations Management, Recruiting, VBA, Inventory Management, Requirements Analysis, Microsoft Excel, Microsoft Word, UML, IBM Optim, T-SQL, Microsoft SQL Server, Oracle
Education
University of Florida 2010 — 2011
M.Sc., Information Systems & Operations Management
University of Shanghai for Science and Technology 2004 — 2008
B. Sc., International Economy & Trade
Raymond James Financial Inc. November 2013 - Present
Raymond James Financial Inc. October 2012 - February 2014
TheChineseLink.com February 2012 - September 2012
PeopleSoft May 2010 - August 2010
SPDM Trading Company Ltd. February 2009 - January 2010
China Merchants Bank February 2008 - May 2008
Henan Yilong Import and Export Company Ltd. July 2007 - August 2007
Skills
Visio, Access, Visual Basic, Word, SQL, HTML, Java, C#, Economics, Logistics, Excel, PowerPoint, FrontPage, Production Management, Outlook, MS Project, Microsoft Office, Financial Reporting, Mandarin, Databases, Business Analysis, Statistics, Quantitative Analysis, SharePoint, Operations Management, Recruiting, VBA, Inventory Management, Requirements Analysis, Microsoft Excel, Microsoft Word, UML, IBM Optim, T-SQL, Microsoft SQL Server, Oracle
Education
University of Florida 2010 — 2011
M.Sc., Information Systems & Operations Management
University of Shanghai for Science and Technology 2004 — 2008
B. Sc., International Economy & Trade
Logan Nicole Babiak's Raymond James Financial Inc. Experience September 2014 - Present
Job Marketing Research Analyst at Raymond James Financial
Industry Marketing and Advertising
Experience
Raymond James Financial Inc. September 2014 - Present
Publix Super Markets January 2014 - September 2014
Deloitte Consulting August 2011 - December 2013
Deloitte Consulting June 2010 - August 2010
Skills
Management Consulting, Business Analysis, IT Strategy, Analytics, Consulting, Business Process, SAP, Data Analysis, Leadership, Analysis, Business Intelligence, Business Process..., Business Process Design, Marketing, Marketing Management, Marketing Strategy, Marketing Communications, Business Case, Visio, Microsoft Office, Project Management, Social Media, Access, Strategy
Education
University of South Florida 2007 — 2011
Bachelor of Arts (B.A.), Marketing
University of South Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Wake Forest University 2004 — 2005
General Studies
University of Florida
Psychology
Raymond James Financial Inc. September 2014 - Present
Publix Super Markets January 2014 - September 2014
Deloitte Consulting August 2011 - December 2013
Deloitte Consulting June 2010 - August 2010
Skills
Management Consulting, Business Analysis, IT Strategy, Analytics, Consulting, Business Process, SAP, Data Analysis, Leadership, Analysis, Business Intelligence, Business Process..., Business Process Design, Marketing, Marketing Management, Marketing Strategy, Marketing Communications, Business Case, Visio, Microsoft Office, Project Management, Social Media, Access, Strategy
Education
University of South Florida 2007 — 2011
Bachelor of Arts (B.A.), Marketing
University of South Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Wake Forest University 2004 — 2005
General Studies
University of Florida
Psychology
Scott Riley Scott Riley's Raymond James Financial Inc. Experience June 2006 - February 2008
Job Director, Business Analysis at Moxie
Industry Information Technology and Services
Experience
Moxie January 2015 - Present
Deloitte December 2013 - January 2015
Aldera, Inc. June 2013 - November 2013
Healthways August 2012 - June 2013
UnitedHealth Group February 2011 - August 2012
Humana January 2009 - May 2010
Raymond James Financial Inc. June 2006 - February 2008
Nielsen 2001 - 2008
Thomson Reuters 1998 - 2001
Skills
Microsoft Office, Management, Leadership, Training, Photoshop, Process Improvement, HTML, Recruiting, Business Analysis, Project Management, Product Management, Agile Methodologies, CTFL, Mercury Test Tools, User Acceptance Testing, User Experience Design, Use Case Analysis, Visio, Quality Assurance, Omniture, SharePoint, Requirements Analysis, SDLC, Business Process
Education
University of Cincinnati 1994 — 1998
Computer Science
Moxie January 2015 - Present
Deloitte December 2013 - January 2015
Aldera, Inc. June 2013 - November 2013
Healthways August 2012 - June 2013
UnitedHealth Group February 2011 - August 2012
Humana January 2009 - May 2010
Raymond James Financial Inc. June 2006 - February 2008
Nielsen 2001 - 2008
Thomson Reuters 1998 - 2001
Skills
Microsoft Office, Management, Leadership, Training, Photoshop, Process Improvement, HTML, Recruiting, Business Analysis, Project Management, Product Management, Agile Methodologies, CTFL, Mercury Test Tools, User Acceptance Testing, User Experience Design, Use Case Analysis, Visio, Quality Assurance, Omniture, SharePoint, Requirements Analysis, SDLC, Business Process
Education
University of Cincinnati 1994 — 1998
Computer Science
Teresa Dougherty Teresa Dougherty's Raymond James Financial Inc. Experience September 2010 - May 2011
Job Help Desk Analyst at Westwood College
Industry Information Technology and Services
Experience
Westwood College January 2015 - Present
Transamerica January 2014 - January 2015
SLS May 2013 - December 2013
Transamerica February 2013 - April 2013
Tech Data May 2012 - July 2012
FIS Global February 2012 - May 2012
Raymond James Financial Inc. September 2010 - May 2011
Skills
Customer Service, Call Centers, Outlook, Data Entry, Microsoft Excel, Customer Satisfaction, Process Improvement, Microsoft Office, Microsoft Word, Access, Active Directory, Microsoft Exchange, Help Desk Support, Windows 7, Troubleshooting, Windows XP, Computer Hardware, Windows, Technical Support, BMC TrackIT, Service Desk, Password Resets
Education
University of Colorado Denver 2014 — 2018
Bachelor's Degree, Computer Engineering
Saint Petersburg College 2010 — 2013
Associate in Arts, Liberal Arts and Sciences/Liberal Studies
Pasco-Hernando Community College 2007 — 2010
None, Registered Nursing/Registered Nurse
Westwood College January 2015 - Present
Transamerica January 2014 - January 2015
SLS May 2013 - December 2013
Transamerica February 2013 - April 2013
Tech Data May 2012 - July 2012
FIS Global February 2012 - May 2012
Raymond James Financial Inc. September 2010 - May 2011
Skills
Customer Service, Call Centers, Outlook, Data Entry, Microsoft Excel, Customer Satisfaction, Process Improvement, Microsoft Office, Microsoft Word, Access, Active Directory, Microsoft Exchange, Help Desk Support, Windows 7, Troubleshooting, Windows XP, Computer Hardware, Windows, Technical Support, BMC TrackIT, Service Desk, Password Resets
Education
University of Colorado Denver 2014 — 2018
Bachelor's Degree, Computer Engineering
Saint Petersburg College 2010 — 2013
Associate in Arts, Liberal Arts and Sciences/Liberal Studies
Pasco-Hernando Community College 2007 — 2010
None, Registered Nursing/Registered Nurse
Brandon Livrago's Raymond James Financial Inc. Experience January 2013 - May 2013
Job
Industry Financial Services
Experience
Flynn Financial Partners, Ltd. April 2014 - Present
LPL Financial 2014 - 2015
Fidelity National Information Services January 2013 - January 2014
Raymond James Financial Inc. January 2013 - May 2013
Fidelity National Information Services April 2012 - December 2012
Gainesville Open MRI January 2009 - April 2012
Falcon Financial Management October 2011 - February 2012
Skills
Competitive Analysis, Management, Analysis, Market Research, Marketing, Finance, Business Analysis, Process Improvement, Financial Analysis, Data Analysis, Forecasting, Accounting, Investments, Insurance, Financial Services
Education
University of South Florida 2012 — 2013
Master of Business Administration (MBA), Finance, General, 3.86
University of Florida 2008 — 2011
Bachelor of the Arts, Economics, 3.23
Flynn Financial Partners, Ltd. April 2014 - Present
LPL Financial 2014 - 2015
Fidelity National Information Services January 2013 - January 2014
Raymond James Financial Inc. January 2013 - May 2013
Fidelity National Information Services April 2012 - December 2012
Gainesville Open MRI January 2009 - April 2012
Falcon Financial Management October 2011 - February 2012
Skills
Competitive Analysis, Management, Analysis, Market Research, Marketing, Finance, Business Analysis, Process Improvement, Financial Analysis, Data Analysis, Forecasting, Accounting, Investments, Insurance, Financial Services
Education
University of South Florida 2012 — 2013
Master of Business Administration (MBA), Finance, General, 3.86
University of Florida 2008 — 2011
Bachelor of the Arts, Economics, 3.23
Christopher M. Chuck's Raymond James Financial Inc. Experience December 2010 - December 2010
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
Alpha Kappa Psi April 2014 - Present
CNL Financial Group August 2014 - December 2014
BNY Mellon April 2013 - July 2014
UBS Wealth Management August 2012 - December 2012
Alpha Kappa Psi April 2012 - November 2012
Lockheed Martin July 2011 - July 2012
Alpha Kappa Psi November 2011 - March 2012
University of Central Florida June 2011 - September 2011
Raymond James Financial Inc. December 2010 - December 2010
Skills
Leadership, Team Leadership, Public Speaking, PowerPoint, Financial Analysis, Finance, Team Building, Budgets, Bloomberg Terminal, Entrepreneurship, Salesforce.com, Microsoft Excel, Microsoft Word, Teamwork, Management, Group Management, Financial Modeling, Analytical Abilities, Public Relations, Project Planning, Market Research, Outlook, Presentations, Portfolio Management, Creativity Skills, Analytical Models, Investments, Customer Service, Social Networking, Group Development, Networking, Access, Microsoft Office, Equities, Mutual Funds, Valuation, Marketing Effectiveness, Marketing, Fundraising, Strategic Planning, Data Analysis, Forecasting, Accounting, Risk Management, Analysis, Time Management
Education
University of Central Florida - College of Business Administration 2009 — 2012
Bachelor of Arts (B.A.), Finance
Lake Sumter Community College 2005 — 2009
Associate of Arts, Engineering
Northwestern Mutual January 2015 - Present
Alpha Kappa Psi April 2014 - Present
CNL Financial Group August 2014 - December 2014
BNY Mellon April 2013 - July 2014
UBS Wealth Management August 2012 - December 2012
Alpha Kappa Psi April 2012 - November 2012
Lockheed Martin July 2011 - July 2012
Alpha Kappa Psi November 2011 - March 2012
University of Central Florida June 2011 - September 2011
Raymond James Financial Inc. December 2010 - December 2010
Skills
Leadership, Team Leadership, Public Speaking, PowerPoint, Financial Analysis, Finance, Team Building, Budgets, Bloomberg Terminal, Entrepreneurship, Salesforce.com, Microsoft Excel, Microsoft Word, Teamwork, Management, Group Management, Financial Modeling, Analytical Abilities, Public Relations, Project Planning, Market Research, Outlook, Presentations, Portfolio Management, Creativity Skills, Analytical Models, Investments, Customer Service, Social Networking, Group Development, Networking, Access, Microsoft Office, Equities, Mutual Funds, Valuation, Marketing Effectiveness, Marketing, Fundraising, Strategic Planning, Data Analysis, Forecasting, Accounting, Risk Management, Analysis, Time Management
Education
University of Central Florida - College of Business Administration 2009 — 2012
Bachelor of Arts (B.A.), Finance
Lake Sumter Community College 2005 — 2009
Associate of Arts, Engineering
Ginger Shackelford's Raymond James Financial Inc. Experience March 2005 - August 2012
Job FIC, Financial Representative at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America March 2014 - Present
Duncan-Williams, Inc. August 2012 - February 2014
Raymond James Financial Inc. March 2005 - August 2012
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Fixed Annuities, IRAs, Roth IRA, Traditional IRA, Financial Planning, Personal Financial..., 401k Rollovers, Financial Services
Education
University of Central Florida
Communications
Modern Woodmen of America March 2014 - Present
Duncan-Williams, Inc. August 2012 - February 2014
Raymond James Financial Inc. March 2005 - August 2012
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Fixed Annuities, IRAs, Roth IRA, Traditional IRA, Financial Planning, Personal Financial..., 401k Rollovers, Financial Services
Education
University of Central Florida
Communications
Scott Zebra Scott Zebra's Raymond James Financial Inc. Experience May 2013 - Present
Job SVP, Private Client Group Technology & IT Administration at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. May 2013 - Present
Raymond James & Associates June 2008 - May 2013
Raymond James Financial Inc. August 2005 - June 2008
JP Morgan Private Bank 1999 - 2005
Skills
Process Improvement, Business Analysis, Management, Portfolio Management, Asset Managment, Investments, Securities, Merger Integration, Requirements Analysis, Strategic Planning, Project Management, Business Process Design, User-centered Design, Risk Management, Strategic Financial..., Business Process..., SDLC, Financial Analysis, Financial Modeling, Vendor Management, Professional..., Asset Management, Financial Services, Acquisition Integration, Business Intelligence, Leadership, Program Management, IT Strategy, Product Management, Business Strategy, Business Development, Six Sigma, Wealth Management, Strategy, Change Management, Relationship Management, Executive Management, Analysis, Finance, Integration
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Executive Education, Securities Industry Institute
University of Delaware 1994 — 1999
Raymond James Financial Inc. May 2013 - Present
Raymond James & Associates June 2008 - May 2013
Raymond James Financial Inc. August 2005 - June 2008
JP Morgan Private Bank 1999 - 2005
Skills
Process Improvement, Business Analysis, Management, Portfolio Management, Asset Managment, Investments, Securities, Merger Integration, Requirements Analysis, Strategic Planning, Project Management, Business Process Design, User-centered Design, Risk Management, Strategic Financial..., Business Process..., SDLC, Financial Analysis, Financial Modeling, Vendor Management, Professional..., Asset Management, Financial Services, Acquisition Integration, Business Intelligence, Leadership, Program Management, IT Strategy, Product Management, Business Strategy, Business Development, Six Sigma, Wealth Management, Strategy, Change Management, Relationship Management, Executive Management, Analysis, Finance, Integration
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Executive Education, Securities Industry Institute
University of Delaware 1994 — 1999
Samantha Slofkin's Raymond James Financial Inc. Experience January 2015 - Present
Job Cash Management at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
University of South Florida August 2011 - Present
ICON Management June 2014 - January 2015
Hammerhead's Ace Hardware September 2007 - June 2010
Skills
Cashiering, Retail Sales, Loss Prevention, Time Management, Retail, Visual Merchandising, Merchandising, Store Management, Customer Service, Customer Satisfaction, Inventory Management, Inventory Control, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Critical Thinking, Microsoft Excel, Public Speaking, Outlook, Research, Teamwork, Leadership, Team Building, Social Networking
Education
University of South Florida 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Central Florida 2010 — 2011
Raymond James Financial Inc. January 2015 - Present
University of South Florida August 2011 - Present
ICON Management June 2014 - January 2015
Hammerhead's Ace Hardware September 2007 - June 2010
Skills
Cashiering, Retail Sales, Loss Prevention, Time Management, Retail, Visual Merchandising, Merchandising, Store Management, Customer Service, Customer Satisfaction, Inventory Management, Inventory Control, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Critical Thinking, Microsoft Excel, Public Speaking, Outlook, Research, Teamwork, Leadership, Team Building, Social Networking
Education
University of South Florida 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Central Florida 2010 — 2011
Greg Hatch Greg Hatch's Raymond James Financial Inc. Experience February 2013 - Present
Job Infrastructure Architect & Lead / Senior Systems Engineer
Industry Information Technology and Services
Experience
Raymond James Financial Inc. February 2013 - Present
Techgecko, Inc. July 2002 - Present
ITT Technical Institute June 2000 - Present
Universal Health Care September 2011 - February 2013
WellCare Health Plans, Inc. March 2003 - September 2011
WellCare Health Plans, Inc. May 2005 - June 2006
H. Lee Moffitt Cancer Center & Research Institute January 1999 - May 2003
All Children’s Hospital January 1995 - January 1999
Skills
VMware, Virtualization, Disaster Recovery, Data Center, System Administration, Architecture, Active Directory, Windows, Windows Server, Problem Solving, TCP/IP, Troubleshooting, DNS, vSphere, Healthcare, HIPAA, Server Architecture, Security, Information Security, Vendor Management, Integration, Servers, Microsoft Exchange, Computer Hardware, DHCP, Hardware, Software Documentation, Network Security, Cloud Computing, VMware ESX, ITIL, SharePoint, IT Management, Citrix, Storage, Microsoft SQL Server, VMware Infrastructure, Enterprise Architecture, Group Policy, Network Administration, Windows 7, SQL, IIS, Firewalls, Cisco UCS, SOX Compliancy, VCP 4, MCSE, CCNA, MCT
Education
University of Florida 1988 — 1992
Bachelor of Science (B.S.), Business Administration
Raymond James Financial Inc. February 2013 - Present
Techgecko, Inc. July 2002 - Present
ITT Technical Institute June 2000 - Present
Universal Health Care September 2011 - February 2013
WellCare Health Plans, Inc. March 2003 - September 2011
WellCare Health Plans, Inc. May 2005 - June 2006
H. Lee Moffitt Cancer Center & Research Institute January 1999 - May 2003
All Children’s Hospital January 1995 - January 1999
Skills
VMware, Virtualization, Disaster Recovery, Data Center, System Administration, Architecture, Active Directory, Windows, Windows Server, Problem Solving, TCP/IP, Troubleshooting, DNS, vSphere, Healthcare, HIPAA, Server Architecture, Security, Information Security, Vendor Management, Integration, Servers, Microsoft Exchange, Computer Hardware, DHCP, Hardware, Software Documentation, Network Security, Cloud Computing, VMware ESX, ITIL, SharePoint, IT Management, Citrix, Storage, Microsoft SQL Server, VMware Infrastructure, Enterprise Architecture, Group Policy, Network Administration, Windows 7, SQL, IIS, Firewalls, Cisco UCS, SOX Compliancy, VCP 4, MCSE, CCNA, MCT
Education
University of Florida 1988 — 1992
Bachelor of Science (B.S.), Business Administration
Nicholas Neff's Raymond James Financial Inc. Experience August 2014 - December 2014
Job Financial Analyst at Verizon
Industry Investment Management
Experience
Verizon July 2015 - Present
Raymond James Financial Inc. August 2014 - December 2014
Penton Media / Ag Division / Farm Press June 2013 - August 2014
Cutting Dynamics Inc June 2011 - August 2012
Skills
Analysis, Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, PowerPoint, Finance, Teamwork, Public Speaking
Education
University of Central Florida 2011 — 2015
Bachelor’s Degree, Finance, 3.25
Saint Ignatius High School 2007 — 2011
High School
Verizon July 2015 - Present
Raymond James Financial Inc. August 2014 - December 2014
Penton Media / Ag Division / Farm Press June 2013 - August 2014
Cutting Dynamics Inc June 2011 - August 2012
Skills
Analysis, Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, PowerPoint, Finance, Teamwork, Public Speaking
Education
University of Central Florida 2011 — 2015
Bachelor’s Degree, Finance, 3.25
Saint Ignatius High School 2007 — 2011
High School
Amy Taylor Newberg Amy Taylor Newberg's Raymond James Financial Inc. Experience June 2015 - Present
Job Sr Manager, Talent Assessment at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. September 2012 - June 2015
Raymond James Financial Inc. July 2011 - September 2012
University of South Florida January 2011 - May 2011
Raymond James Financial Inc. February 2008 - October 2010
Raymond James Financial Inc. May 2007 - February 2008
Skills
Job Analysis, Organizational..., Talent Management, Leadership, Performance Management, Succession Planning, 360 Feedback, Leadership Development, HR Consulting, Employee Training, Benefits Administration, Employee Engagement, Career Development, HR Policies, Talent Acquisition, Onboarding, New Hire Orientations, Organizational..., Organizational Design
Education
University of Florida
BS, Psychology
University of South Florida
PhD, Industrial/Organizational Psychology
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. September 2012 - June 2015
Raymond James Financial Inc. July 2011 - September 2012
University of South Florida January 2011 - May 2011
Raymond James Financial Inc. February 2008 - October 2010
Raymond James Financial Inc. May 2007 - February 2008
Skills
Job Analysis, Organizational..., Talent Management, Leadership, Performance Management, Succession Planning, 360 Feedback, Leadership Development, HR Consulting, Employee Training, Benefits Administration, Employee Engagement, Career Development, HR Policies, Talent Acquisition, Onboarding, New Hire Orientations, Organizational..., Organizational Design
Education
University of Florida
BS, Psychology
University of South Florida
PhD, Industrial/Organizational Psychology
Robert Calhoun, CPA Robert Calhoun, CPA's Raymond James Financial Inc. Experience July 2014 - Present
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Financial Services
Keane Palmer Keane Palmer's Raymond James Financial Inc. Experience May 2011 - December 2012
Job Fund Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2013 - May 2015
Raymond James Financial Inc. May 2011 - December 2012
The Olson Company April 2010 - September 2010
Skills
Analysis, Data Analysis, Finance, Microsoft Excel, Financial Analysis, PowerPoint
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Brown Brothers Harriman May 2013 - May 2015
Raymond James Financial Inc. May 2011 - December 2012
The Olson Company April 2010 - September 2010
Skills
Analysis, Data Analysis, Finance, Microsoft Excel, Financial Analysis, PowerPoint
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Anne Marie Grabill's Raymond James Financial Inc. Experience May 2014 - June 2014
Job Executive Assistant at CRYSTAL CLEAR TECHNOLOGIES, INC
Industry Retail
Experience
CRYSTAL CLEAR TECHNOLOGIES, INC June 2014 - Present
Raymond James Financial Inc. May 2014 - June 2014
Positive Lifestyle International November 2013 - May 2014
Shobha January 2009 - November 2013
Claret Capital December 2007 - January 2009
Brown Harris Stevens August 2005 - December 2007
Skills
Event Planning, Microsoft Office, Blogging, Customer Service, Social Media, Beauty Industry, Administrative..., Social Media Marketing
Education
University of Central Florida
CRYSTAL CLEAR TECHNOLOGIES, INC June 2014 - Present
Raymond James Financial Inc. May 2014 - June 2014
Positive Lifestyle International November 2013 - May 2014
Shobha January 2009 - November 2013
Claret Capital December 2007 - January 2009
Brown Harris Stevens August 2005 - December 2007
Skills
Event Planning, Microsoft Office, Blogging, Customer Service, Social Media, Beauty Industry, Administrative..., Social Media Marketing
Education
University of Central Florida
Aly Frey's Raymond James Financial Inc. Experience August 2010 - May 2011
Job Accounting/Finance at Alcoa Titanium & Engineered Products
Industry Oil & Energy
Experience
Alcoa June 2015 - Present
Tenaris February 2015 - June 2015
Baker Hughes September 2014 - February 2015
Baker Hughes May 2013 - September 2014
The Walt Disney Company January 2013 - April 2013
The Walt Disney Company January 2012 - January 2013
The Walt Disney Company June 2011 - January 2012
Raymond James Financial Inc. August 2010 - May 2011
The Real Estate Collection October 2009 - May 2011
Kanakuk Kamps June 2009 - August 2010
Skills
Licensed Real Estate..., Social Media, Pricing, Analytics, Revenue Analysis, Pricing Strategy, Marketing, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Event Planning, Sales, Social Media Marketing, Customer Service, Event Management, Real Estate, Microsoft Word, Management, Finance, Budgets, Analysis, Strategy, Strategic Planning, Time Management, Hospitality, Contract Negotiation, Product Development, Marketing Strategy
Education
University of Central Florida - College of Business Administration 2007 — 2011
Finance, Real Estate
IFREC Real Estate School 2010 — 2010
Sales Assosiate Pre-License Course, Real Estate
Alcoa June 2015 - Present
Tenaris February 2015 - June 2015
Baker Hughes September 2014 - February 2015
Baker Hughes May 2013 - September 2014
The Walt Disney Company January 2013 - April 2013
The Walt Disney Company January 2012 - January 2013
The Walt Disney Company June 2011 - January 2012
Raymond James Financial Inc. August 2010 - May 2011
The Real Estate Collection October 2009 - May 2011
Kanakuk Kamps June 2009 - August 2010
Skills
Licensed Real Estate..., Social Media, Pricing, Analytics, Revenue Analysis, Pricing Strategy, Marketing, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Event Planning, Sales, Social Media Marketing, Customer Service, Event Management, Real Estate, Microsoft Word, Management, Finance, Budgets, Analysis, Strategy, Strategic Planning, Time Management, Hospitality, Contract Negotiation, Product Development, Marketing Strategy
Education
University of Central Florida - College of Business Administration 2007 — 2011
Finance, Real Estate
IFREC Real Estate School 2010 — 2010
Sales Assosiate Pre-License Course, Real Estate
Jais Kurian's Raymond James Financial Inc. Experience May 2009 - April 2012
Job Senior Operations Analyst at DHL
Industry Logistics and Supply Chain
Experience
DHL eCommerce June 2014 - Present
Office Depot March 2014 - May 2014
Office Depot September 2013 - March 2014
Office Depot April 2012 - September 2013
Raymond James Financial Inc. May 2009 - April 2012
Raymond James Financial Inc. May 2008 - August 2008
Skills
Process Modeling, Process Improvement, Business Process..., Business Process, SharePoint, Excel, Access, PowerPoint, Microsoft Office, Visio, SQL, MS Project, Project Coordination, BPMN, Lean Sigma, Six Sigma, Pricing, Pricing Strategy, Pricing Analysis, Strategic Planning, Business Strategy, Financial Forecasting, Forecasting, Price Forecasting, Program Management, Microsoft Excel, Software Documentation, Project Management, Financial Modeling, Business Analysis, Quality Assurance, Microsoft SQL Server, Data Analysis, Financial Analysis, Analysis, Vendor Management, Analytics, SDLC, Requirements Gathering, Leadership, Management, Public Speaking, Cross-functional Team..., Team Leadership, Change Management, Risk Management, Training, Research, Social Media
Education
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Information Systems & Operations Management
DHL eCommerce June 2014 - Present
Office Depot March 2014 - May 2014
Office Depot September 2013 - March 2014
Office Depot April 2012 - September 2013
Raymond James Financial Inc. May 2009 - April 2012
Raymond James Financial Inc. May 2008 - August 2008
Skills
Process Modeling, Process Improvement, Business Process..., Business Process, SharePoint, Excel, Access, PowerPoint, Microsoft Office, Visio, SQL, MS Project, Project Coordination, BPMN, Lean Sigma, Six Sigma, Pricing, Pricing Strategy, Pricing Analysis, Strategic Planning, Business Strategy, Financial Forecasting, Forecasting, Price Forecasting, Program Management, Microsoft Excel, Software Documentation, Project Management, Financial Modeling, Business Analysis, Quality Assurance, Microsoft SQL Server, Data Analysis, Financial Analysis, Analysis, Vendor Management, Analytics, SDLC, Requirements Gathering, Leadership, Management, Public Speaking, Cross-functional Team..., Team Leadership, Change Management, Risk Management, Training, Research, Social Media
Education
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Information Systems & Operations Management
Angela Walden Angela Walden's Raymond James Financial Inc. Experience April 2006 - December 2007
Job Senior Licensing Coordinator at American Advisors Group
Industry Marketing and Advertising
Experience
American Advisors Group January 2012 - Present
Marc E. Anderson Inc. May 2010 - February 2011
Best Buddies International January 2008 - October 2008
Raymond James Financial Inc. April 2006 - December 2007
UC Irvine International Center January 2007 - April 2007
E! Networks January 2006 - April 2006
ABC/1iota Productions May 2005 - October 2005
Star Real Estate October 2002 - May 2005
Skills
Event Planning, Customer Service, Research, Event Management, Promotions, Marketing, Strategy, Data Entry, Public Speaking, Advertising, Social Media, Social Networking, Social Media Marketing
Education
University of California, Irvine 2003 — 2007
BA, Social Ecology with a Minor in Film and Media Studies
American Advisors Group January 2012 - Present
Marc E. Anderson Inc. May 2010 - February 2011
Best Buddies International January 2008 - October 2008
Raymond James Financial Inc. April 2006 - December 2007
UC Irvine International Center January 2007 - April 2007
E! Networks January 2006 - April 2006
ABC/1iota Productions May 2005 - October 2005
Star Real Estate October 2002 - May 2005
Skills
Event Planning, Customer Service, Research, Event Management, Promotions, Marketing, Strategy, Data Entry, Public Speaking, Advertising, Social Media, Social Networking, Social Media Marketing
Education
University of California, Irvine 2003 — 2007
BA, Social Ecology with a Minor in Film and Media Studies
Landon Bass Landon Bass's Raymond James Financial Inc. Experience January 2012 - July 2013
Job Founder at lab technology group
Industry Information Technology and Services
Experience
lab technology group July 2013 - Present
Proxy.gg January 2013 - Present
Raymond James Financial Inc. January 2012 - July 2013
Raymond James Financial Inc. August 2010 - January 2012
Tribridge January 2008 - August 2010
Capgemini January 2006 - January 2008
University of Florida January 2005 - December 2005
Skills
SharePoint, SharePoint Designer, SharePoint Architecture, SharePoint Development, SharePoint Governance, Powershell, Microsoft SQL Server, Visio, C#, ITIL, T-SQL, Integration, Requirements Analysis, Enterprise Architecture, Enterprise Software, IIS, SOA, SDLC, Visual Studio, HTML 5, JavaScript, Databases, SSIS, .NET, SQL, Mobile Devices, Mobile Applications, Mobile Architecture, Agile Methodologies, SSRS, Web Services, Software Development, ASP.NET, Software Project..., Database Design, Agile Project Management, WCF, Scrum, Requirements Gathering, VB.NET, Solution Architecture, Business Intelligence, Systems Analysis, TFS, Web Applications, Data Warehousing, Visual Basic, Governance, UML, XML
Education
University of Florida 2012 — 2013
MBA
University of Florida 2001 — 2005
BS, Industrial and Systems Engineering
lab technology group July 2013 - Present
Proxy.gg January 2013 - Present
Raymond James Financial Inc. January 2012 - July 2013
Raymond James Financial Inc. August 2010 - January 2012
Tribridge January 2008 - August 2010
Capgemini January 2006 - January 2008
University of Florida January 2005 - December 2005
Skills
SharePoint, SharePoint Designer, SharePoint Architecture, SharePoint Development, SharePoint Governance, Powershell, Microsoft SQL Server, Visio, C#, ITIL, T-SQL, Integration, Requirements Analysis, Enterprise Architecture, Enterprise Software, IIS, SOA, SDLC, Visual Studio, HTML 5, JavaScript, Databases, SSIS, .NET, SQL, Mobile Devices, Mobile Applications, Mobile Architecture, Agile Methodologies, SSRS, Web Services, Software Development, ASP.NET, Software Project..., Database Design, Agile Project Management, WCF, Scrum, Requirements Gathering, VB.NET, Solution Architecture, Business Intelligence, Systems Analysis, TFS, Web Applications, Data Warehousing, Visual Basic, Governance, UML, XML
Education
University of Florida 2012 — 2013
MBA
University of Florida 2001 — 2005
BS, Industrial and Systems Engineering
Ellen Ryan Ellen Ryan's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Client Sales Representative at Echo Global Logistics
Industry Logistics and Supply Chain
Experience
Echo Global Logistics June 2015 - Present
Dayton to Daytona Committee September 2014 - Present
Fahlgren Mortine August 2014 - November 2014
Noreen Heron & Associates, Inc. June 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Cincinnati Sports Club June 2012 - August 2012
Skills
Public Relations, Thorough understanding..., Ability to work in team..., Social Media, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Facebook, Event Planning, Research, Photoshop, Microsoft Excel, Editing, Social Networking, Teamwork, Marketing Communications, Customer Service, Press Releases, Social Media Marketing, Event Management, English, Media Relations, Client Relations Skills, Pitching Ideas, Client Representation, Email Clients, Adobe Creative Suite, Twitter, Instagram, Marketing Strategy, Market Research
Education
University of Dayton 2011 — 2015
Bachelor's Degree, Public Relations, Advertising, and Applied Communication, Senior
Saint Ursula Academy 2007 — 2011
High School
Echo Global Logistics June 2015 - Present
Dayton to Daytona Committee September 2014 - Present
Fahlgren Mortine August 2014 - November 2014
Noreen Heron & Associates, Inc. June 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Cincinnati Sports Club June 2012 - August 2012
Skills
Public Relations, Thorough understanding..., Ability to work in team..., Social Media, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Facebook, Event Planning, Research, Photoshop, Microsoft Excel, Editing, Social Networking, Teamwork, Marketing Communications, Customer Service, Press Releases, Social Media Marketing, Event Management, English, Media Relations, Client Relations Skills, Pitching Ideas, Client Representation, Email Clients, Adobe Creative Suite, Twitter, Instagram, Marketing Strategy, Market Research
Education
University of Dayton 2011 — 2015
Bachelor's Degree, Public Relations, Advertising, and Applied Communication, Senior
Saint Ursula Academy 2007 — 2011
High School
Justin Lucas Justin Lucas's Raymond James Financial Inc. Experience May 2013 - August 2013
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2015 - Present
Deutsche Bank June 2014 - August 2014
Raymond James Financial Inc. May 2013 - August 2013
La Isla Foundation May 2012 - August 2012
Skills
Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking
Education
University of Florida
Bachelor's degree, Finance, General
University of Florida
Master's degree, Finance, General
McKinsey & Company September 2015 - Present
Deutsche Bank June 2014 - August 2014
Raymond James Financial Inc. May 2013 - August 2013
La Isla Foundation May 2012 - August 2012
Skills
Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking
Education
University of Florida
Bachelor's degree, Finance, General
University of Florida
Master's degree, Finance, General
Heather Knable Heather Knable's Raymond James Financial Inc. Experience 2011 - Present
Job VP, Operational Risk & Privacy at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2011 - Present
Raymond James Financial Inc. 2010 - 2011
Raymond James 2008 - 2010
Raymond James Financial Inc. 2006 - 2008
Poe Financial Group 2005 - 2006
KPMG 2003 - 2005
Education
University of North Carolina at Chapel Hill 2002 — 2003
Masters of Accounting
University of Florida 1998 — 2002
Finance
Raymond James Financial Inc. 2011 - Present
Raymond James Financial Inc. 2010 - 2011
Raymond James 2008 - 2010
Raymond James Financial Inc. 2006 - 2008
Poe Financial Group 2005 - 2006
KPMG 2003 - 2005
Education
University of North Carolina at Chapel Hill 2002 — 2003
Masters of Accounting
University of Florida 1998 — 2002
Finance
Nic Fischer Nic Fischer's Raymond James Financial Inc. Experience May 2003 - August 2005
Job Control Systems Engineer at PreNav
Industry Aviation & Aerospace
Experience
Sols Systems June 2014 - December 2014
Bluefin Robotics December 2012 - June 2014
University of Florida May 2006 - December 2012
Honeywell May 2006 - August 2006
Raymond James Financial Inc. May 2003 - August 2005
Education
University of Florida 2009 — 2012
Doctor of Philosophy (Ph.D.), Mechanical Engineering
Sols Systems June 2014 - December 2014
Bluefin Robotics December 2012 - June 2014
University of Florida May 2006 - December 2012
Honeywell May 2006 - August 2006
Raymond James Financial Inc. May 2003 - August 2005
Education
University of Florida 2009 — 2012
Doctor of Philosophy (Ph.D.), Mechanical Engineering
Haley Kehres Haley Kehres's Raymond James Financial Inc. Experience May 2014 - Present
Job Marketing Traffic Coordinator at Raymond James Financial Inc.
Industry Public Relations and Communications
Experience
Raymond James Financial Inc. May 2014 - Present
nCrowd, Inc. July 2012 - May 2014
American Express August 2011 - August 2012
Greenberg Communications December 2010 - May 2011
RuffaloCODY/ The Florida Fund November 2009 - May 2011
Alpha PRoductions August 2009 - May 2011
March of Dimes, Gator March for Babies March 2010 - December 2010
Victoria's Secret PINK June 2009 - May 2010
Texas Roadhouse March 2005 - August 2007
Skills
Social Media Marketing, Blogging, Facebook, Media Relations, Press Releases, Social Networking, Adobe Creative Suite, Public Relations, Spanish, Research, Marketing, Customer Service, Microsoft Office, YouTube, Sales, Newsletters, Social Media, Online Advertising, Event Planning, Editing, Marketing Communications, Publicity, Time Management, Event Management, Photoshop, Public Speaking, Journalism, Leadership, Internal Communications, Copywriting, Email Marketing, Advertising, Creative Direction, Online Marketing, InDesign, Copy Editing, AP Style, Campaign Strategies, Cision, SEO copywriting, Digital Marketing, Online Content Creation, Team Management, Strategic Communications, Dependable Team Player, Online Publishing, Team Leadership, Cross-functional Team...
Education
University of Florida 2008 — 2011
Bachelor of Science (B.S.), Public Relations
Menendez Pelayo International University 2010 — 2010
Summer Abroad, Spanish
Melbourne Central Catholic High School 2003 — 2007
High School Diploma
Raymond James Financial Inc. May 2014 - Present
nCrowd, Inc. July 2012 - May 2014
American Express August 2011 - August 2012
Greenberg Communications December 2010 - May 2011
RuffaloCODY/ The Florida Fund November 2009 - May 2011
Alpha PRoductions August 2009 - May 2011
March of Dimes, Gator March for Babies March 2010 - December 2010
Victoria's Secret PINK June 2009 - May 2010
Texas Roadhouse March 2005 - August 2007
Skills
Social Media Marketing, Blogging, Facebook, Media Relations, Press Releases, Social Networking, Adobe Creative Suite, Public Relations, Spanish, Research, Marketing, Customer Service, Microsoft Office, YouTube, Sales, Newsletters, Social Media, Online Advertising, Event Planning, Editing, Marketing Communications, Publicity, Time Management, Event Management, Photoshop, Public Speaking, Journalism, Leadership, Internal Communications, Copywriting, Email Marketing, Advertising, Creative Direction, Online Marketing, InDesign, Copy Editing, AP Style, Campaign Strategies, Cision, SEO copywriting, Digital Marketing, Online Content Creation, Team Management, Strategic Communications, Dependable Team Player, Online Publishing, Team Leadership, Cross-functional Team...
Education
University of Florida 2008 — 2011
Bachelor of Science (B.S.), Public Relations
Menendez Pelayo International University 2010 — 2010
Summer Abroad, Spanish
Melbourne Central Catholic High School 2003 — 2007
High School Diploma
Mary Howell Mary Howell's Raymond James Financial Inc. Experience August 1999 - Present
Job Institutional Client Portfolio Specialist
Industry Investment Management
Experience
LA Fitness June 2013 - Present
Eagle Asset Management February 2011 - Present
Eagle Asset Management February 2011 - Present
Raymond James Financial, Inc August 1999 - Present
Eagle Asset Management May 2004 - February 2011
Eagle Asset Management May 2004 - January 2011
Heritage Asset Management May 2000 - May 2004
Heritage Asset Management May 2000 - May 2004
Raymond James and Associates August 1999 - May 2000
Skills
Mutual Funds, Investment Strategies, Finance, Portfolio Management, Asset Management, Investment Management, Marketing, Securities, Investments, Financial Services, Asset Allocation, Series 63
Education
University of Tampa 2002 — 2004
MBA, Finance
University of Tampa
Master of Business Administration, Finance
University of Central Florida 1994 — 1998
BA, Psychology, Business Minor
University of Central Florida
Bachelor of Arts, Psychology
Highland Park
Highland Park
University of Pennsylvania - The Wharton School
CIMA Designation, Certified Investment Management Analyst
LA Fitness June 2013 - Present
Eagle Asset Management February 2011 - Present
Eagle Asset Management February 2011 - Present
Raymond James Financial, Inc August 1999 - Present
Eagle Asset Management May 2004 - February 2011
Eagle Asset Management May 2004 - January 2011
Heritage Asset Management May 2000 - May 2004
Heritage Asset Management May 2000 - May 2004
Raymond James and Associates August 1999 - May 2000
Skills
Mutual Funds, Investment Strategies, Finance, Portfolio Management, Asset Management, Investment Management, Marketing, Securities, Investments, Financial Services, Asset Allocation, Series 63
Education
University of Tampa 2002 — 2004
MBA, Finance
University of Tampa
Master of Business Administration, Finance
University of Central Florida 1994 — 1998
BA, Psychology, Business Minor
University of Central Florida
Bachelor of Arts, Psychology
Highland Park
Highland Park
University of Pennsylvania - The Wharton School
CIMA Designation, Certified Investment Management Analyst
Mike DiGirolamo Mike DiGirolamo's Raymond James Financial Inc. Experience October 1984 - Present
Job Managing Director at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial, Inc October 1984 - Present
Raymond James Financial Inc. 1988 - 2004
Raymond James Financial, Inc - Investment Management & Research, Inc. October 1984 - 1988
Skills
Investment Advisory, Management, Program Management, Internal Audit, Compliance, RIA Compliance, Business Development, Team Leadership, Business Coaching, Event Management, Cooking, Travel Planning, Alternative Investments, Asset Allocation, Asset Management, Business Planning, Executive Management, Financial Advisory, Financial Services, Investment Strategies, Mergers & Acquisitions, Investments, Mutual Funds, Portfolio Management, Private Equity, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management, Equities
Education
University of Florida 1982 — 1984
Bachelor of Science (B.S.)
University of Pennsylvania - The Wharton School
Securities Industry Institute, Aresty Institute
Raymond James Financial, Inc October 1984 - Present
Raymond James Financial Inc. 1988 - 2004
Raymond James Financial, Inc - Investment Management & Research, Inc. October 1984 - 1988
Skills
Investment Advisory, Management, Program Management, Internal Audit, Compliance, RIA Compliance, Business Development, Team Leadership, Business Coaching, Event Management, Cooking, Travel Planning, Alternative Investments, Asset Allocation, Asset Management, Business Planning, Executive Management, Financial Advisory, Financial Services, Investment Strategies, Mergers & Acquisitions, Investments, Mutual Funds, Portfolio Management, Private Equity, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management, Equities
Education
University of Florida 1982 — 1984
Bachelor of Science (B.S.)
University of Pennsylvania - The Wharton School
Securities Industry Institute, Aresty Institute
Graham Rigby's Raymond James Financial Inc. Experience July 2013 - January 2015
Job Retail Portfolio Specialist for Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management January 2015 - Present
Raymond James Financial Inc. July 2013 - January 2015
Walt Disney World July 2012 - July 2013
Quantum Leap Advertising January 2013 - April 2013
Wild Waters Waterpark May 2011 - August 2011
Ridgecrest Summer Camps June 2008 - August 2010
Skills
Social Media Marketing, Facebook, SEO, Marketing Communications, PowerPoint, Public Relations, Social Media, Leadership, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Blogging, Microsoft Office, Training, Social Networking, Event Planning, Advertising
Education
University of Central Florida 2009 — 2013
Interpersonal and Organizational Communication, Senior
Eagle Asset Management January 2015 - Present
Raymond James Financial Inc. July 2013 - January 2015
Walt Disney World July 2012 - July 2013
Quantum Leap Advertising January 2013 - April 2013
Wild Waters Waterpark May 2011 - August 2011
Ridgecrest Summer Camps June 2008 - August 2010
Skills
Social Media Marketing, Facebook, SEO, Marketing Communications, PowerPoint, Public Relations, Social Media, Leadership, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Blogging, Microsoft Office, Training, Social Networking, Event Planning, Advertising
Education
University of Central Florida 2009 — 2013
Interpersonal and Organizational Communication, Senior
Derrik Coon Derrik Coon's Raymond James Financial Inc. Experience January 2015 - Present
Job Systems Engineer at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial, Inc. October 2009 - January 2015
Raymond James Financial, Inc. June 2008 - October 2009
Raymond James Financial, Inc. October 2006 - June 2008
Raymond James Financial Inc. June 2005 - October 2006
Skills
Jboss EAP 6, Oracle Weblogic Server, IIS, WebSphere Application..., Apache httpd, Apache Tomcat, WebSphere Message Broker, Disaster Recovery, Windows Server, Systems Analysis, Enterprise Architecture, Powershell, System Administration, ITIL, Technical Support, Troubleshooting, Integration, Operating Systems, SSRS, SDLC, Business Analysis, Requirements Analysis, Software Documentation, Requirements Gathering, Oracle Entitlements..., Oracle Enterprise..., SailPoint IdentityIQ
Education
DeVry University 2003 — 2005
BSBA, Technical Management
Valencia Community College 2001 — 2003
Associate of Arts (AA), Management Information Systems, General
University of Central Florida
Information Technology
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial, Inc. October 2009 - January 2015
Raymond James Financial, Inc. June 2008 - October 2009
Raymond James Financial, Inc. October 2006 - June 2008
Raymond James Financial Inc. June 2005 - October 2006
Skills
Jboss EAP 6, Oracle Weblogic Server, IIS, WebSphere Application..., Apache httpd, Apache Tomcat, WebSphere Message Broker, Disaster Recovery, Windows Server, Systems Analysis, Enterprise Architecture, Powershell, System Administration, ITIL, Technical Support, Troubleshooting, Integration, Operating Systems, SSRS, SDLC, Business Analysis, Requirements Analysis, Software Documentation, Requirements Gathering, Oracle Entitlements..., Oracle Enterprise..., SailPoint IdentityIQ
Education
DeVry University 2003 — 2005
BSBA, Technical Management
Valencia Community College 2001 — 2003
Associate of Arts (AA), Management Information Systems, General
University of Central Florida
Information Technology
Brittney Shaw, CMP's Raymond James Financial Inc. Experience June 2004 - December 2005
Job Senior Meeting Planner at AAA National
Industry Events Services
Experience
AAA National September 2007 - Present
MyMediaWorks December 2005 - September 2007
Raymond James Financial Inc. June 2004 - December 2005
Education
University of Central Florida 1999 — 2004
Bachelor of Science (B.S.)
AAA National September 2007 - Present
MyMediaWorks December 2005 - September 2007
Raymond James Financial Inc. June 2004 - December 2005
Education
University of Central Florida 1999 — 2004
Bachelor of Science (B.S.)
Ryan Ostoski's Raymond James Financial Inc. Experience November 2011 - Present
Job Experienced Security Professional
Industry Financial Services
Experience
Raymond James Financial Inc. November 2011 - Present
Lender Processing Services, Inc. (LPS) June 2006 - November 2011
Harris Corporation November 2004 - March 2006
Global Technology Associates September 2003 - November 2004
Skills
Information Security, Security, CISSP, Information Security..., Firewalls, Network Security, Vulnerability Assessment, Vulnerability Management, Disaster Recovery, PCI DSS, IT Audit, Information Technology, Security Awareness, Application Security, IPS, Business Continuity, Security Architecture..., Security Audits, CISA, Risk Management, Computer Security, Computer Forensics, Information Assurance, Penetration Testing, IDS, NIST, Risk Assessment, IT Governance, IT GRC, ITIL v3 Foundations..., Cism, Information Security...
Education
University of North Florida - College of Business Administration 2007 — 2010
MBA
University of Central Florida 2003 — 2004
Grad. Certificate
University of Central Florida 1997 — 2002
B.S
Raymond James Financial Inc. November 2011 - Present
Lender Processing Services, Inc. (LPS) June 2006 - November 2011
Harris Corporation November 2004 - March 2006
Global Technology Associates September 2003 - November 2004
Skills
Information Security, Security, CISSP, Information Security..., Firewalls, Network Security, Vulnerability Assessment, Vulnerability Management, Disaster Recovery, PCI DSS, IT Audit, Information Technology, Security Awareness, Application Security, IPS, Business Continuity, Security Architecture..., Security Audits, CISA, Risk Management, Computer Security, Computer Forensics, Information Assurance, Penetration Testing, IDS, NIST, Risk Assessment, IT Governance, IT GRC, ITIL v3 Foundations..., Cism, Information Security...
Education
University of North Florida - College of Business Administration 2007 — 2010
MBA
University of Central Florida 2003 — 2004
Grad. Certificate
University of Central Florida 1997 — 2002
B.S
Jack Jackson, CFP®, CIMA®'s Raymond James Financial Inc. Experience September 2014 - Present
Job Vice President Senior Asset Management Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. September 2013 - August 2014
Raymond James Financial Inc. November 2012 - August 2013
Raymond James Financial Services, Inc November 2011 - November 2012
Raymond James Financial, Inc. 2008 - October 2011
Raymond James Financial, Inc. January 2006 - January 2007
Raymond James Financial, Inc. June 2005 - December 2006
Skills
Series 4, Series 7, Series 24, Series 53, Series 66, Certified Financial..., Life Insurance, Mutual Funds, Health Insurance, Fixed Annuities, Asset Management, FINRA, Uniform Combined State..., Securities, Series 63, Wealth Management, Financial Advisory, Series 65, Retirement, Investment Advisory, Retirement Planning, Investments
Education
University of Denver 1999 — 2003
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. September 2013 - August 2014
Raymond James Financial Inc. November 2012 - August 2013
Raymond James Financial Services, Inc November 2011 - November 2012
Raymond James Financial, Inc. 2008 - October 2011
Raymond James Financial, Inc. January 2006 - January 2007
Raymond James Financial, Inc. June 2005 - December 2006
Skills
Series 4, Series 7, Series 24, Series 53, Series 66, Certified Financial..., Life Insurance, Mutual Funds, Health Insurance, Fixed Annuities, Asset Management, FINRA, Uniform Combined State..., Securities, Series 63, Wealth Management, Financial Advisory, Series 65, Retirement, Investment Advisory, Retirement Planning, Investments
Education
University of Denver 1999 — 2003
Doug Yoder's Raymond James Financial Inc. Experience 2011 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Raymond James Financial Inc. 2011 - Present
NDL Services 2007 - Present
Gentiva Health Services February 2008 - October 2010
Cornerstone Consulting, Inc. March 1998 - February 2008
Shepherd Computer Systems 1992 - 1997
Skills
SDLC, Business Intelligence, Vendor Management, Requirements Analysis, Enterprise Architecture, Microsoft SQL Server, SQL, Agile Methodologies, Software Development, Web Services, Business Analysis, Process Improvement, .NET, Integration, Databases, Data Warehousing, T-SQL, C#, XML, Scrum, Visual Studio, Business Process, Crystal Reports, E-commerce, Visio, Database Design, Windows, HTML, SSIS, Agile Project Management, SSRS, Relational Databases, Programming, Requirements Gathering, Software Project..., ASP.NET, Systems Analysis, SOA, SharePoint, UML, Web Applications, IIS
Education
University of Florida 1989 — 1991
Raymond James Financial Inc. 2011 - Present
NDL Services 2007 - Present
Gentiva Health Services February 2008 - October 2010
Cornerstone Consulting, Inc. March 1998 - February 2008
Shepherd Computer Systems 1992 - 1997
Skills
SDLC, Business Intelligence, Vendor Management, Requirements Analysis, Enterprise Architecture, Microsoft SQL Server, SQL, Agile Methodologies, Software Development, Web Services, Business Analysis, Process Improvement, .NET, Integration, Databases, Data Warehousing, T-SQL, C#, XML, Scrum, Visual Studio, Business Process, Crystal Reports, E-commerce, Visio, Database Design, Windows, HTML, SSIS, Agile Project Management, SSRS, Relational Databases, Programming, Requirements Gathering, Software Project..., ASP.NET, Systems Analysis, SOA, SharePoint, UML, Web Applications, IIS
Education
University of Florida 1989 — 1991
Jason Frazier, CFP®, ChFC®, AIF®'s Raymond James Financial Inc. Experience February 2011 - January 2014
Job Financial Planning Specialist at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial 2014 - Present
Raymond James Financial Inc. February 2011 - January 2014
RAYMOND JAMES® / Morgan Keegan April 2012 - February 2013
Morgan Keegan February 2011 - April 2012
Kelman-Lazarov, Inc August 2007 - February 2011
ServiceMaster / Terminix 2003 - 2007
Strategic Financial Partners August 1998 - May 2003
Lincoln Financial Advisors January 1995 - August 1998
Capital Management Group June 1993 - January 1995
Skills
Investments, Portfolio Management, Retirement, Retirement Planning, Finance, Strategic Financial..., Wealth Management, Series 7, Fixed Annuities, Strategy, Certified Financial..., Investment Strategies, Wealth Management..., Asset Allocation, Investment Advisory, Mutual Funds, Securities, 401k, Financial Planners, Series 63, Financial Advisory, Estate Planning, Wealth, Series 24
Education
University of California, Riverside 1989 — 1993
Bachelor of Science, Business Administration
Shoemaker Financial 2014 - Present
Raymond James Financial Inc. February 2011 - January 2014
RAYMOND JAMES® / Morgan Keegan April 2012 - February 2013
Morgan Keegan February 2011 - April 2012
Kelman-Lazarov, Inc August 2007 - February 2011
ServiceMaster / Terminix 2003 - 2007
Strategic Financial Partners August 1998 - May 2003
Lincoln Financial Advisors January 1995 - August 1998
Capital Management Group June 1993 - January 1995
Skills
Investments, Portfolio Management, Retirement, Retirement Planning, Finance, Strategic Financial..., Wealth Management, Series 7, Fixed Annuities, Strategy, Certified Financial..., Investment Strategies, Wealth Management..., Asset Allocation, Investment Advisory, Mutual Funds, Securities, 401k, Financial Planners, Series 63, Financial Advisory, Estate Planning, Wealth, Series 24
Education
University of California, Riverside 1989 — 1993
Bachelor of Science, Business Administration
Randy McGlothin's Raymond James Financial Inc. Experience December 2014 - Present
Job Manager, Application Development at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates, Inc November 2004 - Present
Raymond James Financial Inc. July 2000 - November 2004
Boeing Aerospace and Operations 1998 - July 2000
Boeing Aerospace and Operations 1996 - 1998
AVIS Rent-a-Car September 1987 - August 1995
Skills
Visio, SDLC, Mainframe, Business Analysis, Requirements Analysis, SharePoint, Management, Requirements Gathering, SQL, Business Requirements, Software Project..., Software Development, Microsoft SQL Server, ITIL, Quality Center, Agile Methodologies, Business Process, IT Management, .NET, Scrum, Web Services, Resource Management, SOA, Agile Project Management, DB2, Data Modeling, Data Warehousing, Database Design, Databases, Enterprise Architecture, IT Strategy, MS Project, Process Improvement, SSIS, SSRS, Integration, PMP, Systems Analysis, T-SQL, Vendor Management, Testing
Education
University of Central Florida 1992 — 1996
Mulberry High School
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates, Inc November 2004 - Present
Raymond James Financial Inc. July 2000 - November 2004
Boeing Aerospace and Operations 1998 - July 2000
Boeing Aerospace and Operations 1996 - 1998
AVIS Rent-a-Car September 1987 - August 1995
Skills
Visio, SDLC, Mainframe, Business Analysis, Requirements Analysis, SharePoint, Management, Requirements Gathering, SQL, Business Requirements, Software Project..., Software Development, Microsoft SQL Server, ITIL, Quality Center, Agile Methodologies, Business Process, IT Management, .NET, Scrum, Web Services, Resource Management, SOA, Agile Project Management, DB2, Data Modeling, Data Warehousing, Database Design, Databases, Enterprise Architecture, IT Strategy, MS Project, Process Improvement, SSIS, SSRS, Integration, PMP, Systems Analysis, T-SQL, Vendor Management, Testing
Education
University of Central Florida 1992 — 1996
Mulberry High School
Cheryl Adams's Raymond James Financial Inc. Experience November 2009 - Present
Job Business Continuity Consultant,CBCP, at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. November 2009 - Present
Tech Data September 1996 - November 2008
Skills
Business Continuity, Crisis Management, Contingency Planning, Process Improvement, Business Analysis, Exercises, Disaster Recovery, Business Continuity..., Risk Management, Risk Assessment, Incident Management, COBIT, Security Awareness, Security Audits, Change Management, Enterprise Risk..., Leadership, Information Security..., Training, IT Service Management, SDLC, Security, Operational Risk..., Governance, Financial Risk, Data Center, Security Management, IT Audit, Information Security, IT Management, Emergency Management, Program Management, ISO 27001, Vulnerability Assessment, Vendor Management, Business Process..., Information Technology, ITIL, Solution Architecture, IT Strategy, Risk Analysis, PCI DSS, CISA, CISSP, IT Operations, Operational Risk, BS25999, Business Process, PMO, Project Portfolio...
Education
University of Florida 1982 — 1986
Bachelors, Education
Raymond James Financial Inc. November 2009 - Present
Tech Data September 1996 - November 2008
Skills
Business Continuity, Crisis Management, Contingency Planning, Process Improvement, Business Analysis, Exercises, Disaster Recovery, Business Continuity..., Risk Management, Risk Assessment, Incident Management, COBIT, Security Awareness, Security Audits, Change Management, Enterprise Risk..., Leadership, Information Security..., Training, IT Service Management, SDLC, Security, Operational Risk..., Governance, Financial Risk, Data Center, Security Management, IT Audit, Information Security, IT Management, Emergency Management, Program Management, ISO 27001, Vulnerability Assessment, Vendor Management, Business Process..., Information Technology, ITIL, Solution Architecture, IT Strategy, Risk Analysis, PCI DSS, CISA, CISSP, IT Operations, Operational Risk, BS25999, Business Process, PMO, Project Portfolio...
Education
University of Florida 1982 — 1986
Bachelors, Education
Jason Williams, MBA's Raymond James Financial Inc. Experience November 2013 - Present
Job Manager, Business Technology at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Raymond James March 2007 - October 2013
Raymond James Financial Inc. January 2006 - March 2007
Skills
Process Improvement, ITIL, System Administration, Business Process..., Visio, Requirements Analysis, Vendor Management, Testing, Troubleshooting, Microsoft SQL Server, Quality Assurance, Disaster Recovery, Integration, Analysis, Software Development, Customer Service, Management, Databases, Series 7, Member of Toastmasters, Problem Management, Incident Management, Major Incident..., Java, HTML, CSS, Ruby
Education
University of Tampa - John H. Sykes College of Business 2009 — 2012
Master of Business Administration (M.B.A.)
University of Tampa - John H. Sykes College of Business 2009 — 2012
Master of Science (M.S.), Finance, General
University of Central Florida 1999 — 2002
Bachelor of Science (B.S.), Liberal Studies\Computer Information Technology
Raymond James Financial Inc. November 2013 - Present
Raymond James March 2007 - October 2013
Raymond James Financial Inc. January 2006 - March 2007
Skills
Process Improvement, ITIL, System Administration, Business Process..., Visio, Requirements Analysis, Vendor Management, Testing, Troubleshooting, Microsoft SQL Server, Quality Assurance, Disaster Recovery, Integration, Analysis, Software Development, Customer Service, Management, Databases, Series 7, Member of Toastmasters, Problem Management, Incident Management, Major Incident..., Java, HTML, CSS, Ruby
Education
University of Tampa - John H. Sykes College of Business 2009 — 2012
Master of Business Administration (M.B.A.)
University of Tampa - John H. Sykes College of Business 2009 — 2012
Master of Science (M.S.), Finance, General
University of Central Florida 1999 — 2002
Bachelor of Science (B.S.), Liberal Studies\Computer Information Technology
Thompson Ford's Raymond James Financial Inc. Experience April 2012 - Present
Job Branch Manager/Managing Director at Raymond James Financial Inc.
Industry Capital Markets
Experience
Raymond James Financial Inc. April 2012 - Present
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan/Raymond James 2001 - 2012
First Horizon National Corporation 1996 - 2001
Skills
Fixed Income, Financial Institutions, Management, Sales, Investments
Education
University of Denver - Daniels College of Business 1991 — 1993
MBA, General
Wittenberg University 1981 — 1986
BA, Communications
Raymond James Financial Inc. April 2012 - Present
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan/Raymond James 2001 - 2012
First Horizon National Corporation 1996 - 2001
Skills
Fixed Income, Financial Institutions, Management, Sales, Investments
Education
University of Denver - Daniels College of Business 1991 — 1993
MBA, General
Wittenberg University 1981 — 1986
BA, Communications
Dennis Leary's Raymond James Financial Inc. Experience February 1999 - June 2012
Job Managing Director, HarborLight Capital
Industry Financial Services
Experience
HarborLight Capital July 2012 - Present
Raymond James Financial Inc. February 1999 - June 2012
Raymond James Tax Credit Funds February 1998 - February 1999
Midland Mortgage Corporation 1996 - 1998
Dennis R. Leary & Associates 1993 - 1996
Heberger & Associates 1989 - 1993
Skills
Mergers, Risk Management, Asset Allocation, Series 7, Series 63, Investment Banking, Equity Capital Markets, Real Estate Economics, Hedge Funds, Mutual Funds, Investment Advisory, Private Equity
Education
The University of Connecticut 1984 — 1989
BS, Cum Laude, Finance and Real Estate
Orville H. Platt High School 1980 — 1984
HarborLight Capital July 2012 - Present
Raymond James Financial Inc. February 1999 - June 2012
Raymond James Tax Credit Funds February 1998 - February 1999
Midland Mortgage Corporation 1996 - 1998
Dennis R. Leary & Associates 1993 - 1996
Heberger & Associates 1989 - 1993
Skills
Mergers, Risk Management, Asset Allocation, Series 7, Series 63, Investment Banking, Equity Capital Markets, Real Estate Economics, Hedge Funds, Mutual Funds, Investment Advisory, Private Equity
Education
The University of Connecticut 1984 — 1989
BS, Cum Laude, Finance and Real Estate
Orville H. Platt High School 1980 — 1984
Anton Denysenko's Raymond James Financial Inc. Experience May 2009 - May 2009
Job QA Engineer at Diligent
Industry Information Technology and Services
Experience
Diligent March 2015 - Present
Bloomin' Brands, Inc. July 2013 - February 2015
Nielsen May 2012 - July 2013
Alpine Access November 2010 - April 2012
SeaWay Export LLC June 2009 - November 2010
Raymond James Financial Inc. May 2009 - May 2009
iDatix Corporation February 2008 - December 2008
Cerenis Therapeutics December 2006 - February 2008
Skills
Software Quality..., Agile Methodologies, Requirements Analysis, Software Documentation, SDLC, Test Strategy, Test Management, TFS, Quality Center, Test Planning, Web Applications, Mobile Testing, SQL, Regression Testing, Microsoft SQL Server, Test Cases, Manual Testing, QTP, Test Automation, Performance Testing, Load Testing, Visual Studio, Load Runner, Integration Testing, Black Box Testing, User Acceptance Testing, Waterfall, Quality Assurance, Selenium Testing, Scrum, Unix, Web Testing, Bug Tracking, XML, Agile Testing, JavaScript, Usability Testing, Exploratory Testing, System Testing, Defect Tracking, HTML, Functional Testing, End to End Testing, iOS, Android SDK, Test Metrics, Traceability Matrix, Testing, Microsoft Office..., GNU/Linux
Education
University of Florida 2004 — 2006
Bachelor of Arts (BA), Criminology
Diligent March 2015 - Present
Bloomin' Brands, Inc. July 2013 - February 2015
Nielsen May 2012 - July 2013
Alpine Access November 2010 - April 2012
SeaWay Export LLC June 2009 - November 2010
Raymond James Financial Inc. May 2009 - May 2009
iDatix Corporation February 2008 - December 2008
Cerenis Therapeutics December 2006 - February 2008
Skills
Software Quality..., Agile Methodologies, Requirements Analysis, Software Documentation, SDLC, Test Strategy, Test Management, TFS, Quality Center, Test Planning, Web Applications, Mobile Testing, SQL, Regression Testing, Microsoft SQL Server, Test Cases, Manual Testing, QTP, Test Automation, Performance Testing, Load Testing, Visual Studio, Load Runner, Integration Testing, Black Box Testing, User Acceptance Testing, Waterfall, Quality Assurance, Selenium Testing, Scrum, Unix, Web Testing, Bug Tracking, XML, Agile Testing, JavaScript, Usability Testing, Exploratory Testing, System Testing, Defect Tracking, HTML, Functional Testing, End to End Testing, iOS, Android SDK, Test Metrics, Traceability Matrix, Testing, Microsoft Office..., GNU/Linux
Education
University of Florida 2004 — 2006
Bachelor of Arts (BA), Criminology
David Trendler's Raymond James Financial Inc. Experience October 2010 - Present
Job Branch Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2010 - Present
UBS Financial Services January 2007 - October 2010
Education
University of Cincinnati College of Business
Bachelor of Business Administration (BBA), Marketing/Finance
Raymond James Financial Inc. October 2010 - Present
UBS Financial Services January 2007 - October 2010
Education
University of Cincinnati College of Business
Bachelor of Business Administration (BBA), Marketing/Finance
Jana Pullo's Raymond James Financial Inc. Experience February 1997 - February 1999
Job Corporate Administration at Paul J. Sierra Construction, Inc.
Industry Construction
Experience
Paul J. Sierra Construction, Inc. February 1999 - Present
Raymond James Financial Inc. February 1997 - February 1999
Skills
Strategic Planning, Construction, Microsoft Word, Project Planning, Construction Management, Microsoft Excel, Strategic Financial..., Microsoft Office
Education
University of South Florida 2009 — 2012
BS, Accounting
University of Florida 1992 — 1996
BS, Business Administration
Leto High School
Paul J. Sierra Construction, Inc. February 1999 - Present
Raymond James Financial Inc. February 1997 - February 1999
Skills
Strategic Planning, Construction, Microsoft Word, Project Planning, Construction Management, Microsoft Excel, Strategic Financial..., Microsoft Office
Education
University of South Florida 2009 — 2012
BS, Accounting
University of Florida 1992 — 1996
BS, Business Administration
Leto High School
Sue Sieg's Raymond James Financial Inc. Experience September 1998 - August 2002
Job Financial Advisor at Ameriprise
Industry Financial Services
Experience
Ameriprise October 2009 - Present
H&R Block Financial Advisors September 2002 - October 2009
Raymond James Financial Inc. September 1998 - August 2002
Education
University of Florida 1970 — 1974
BS, Education
Ameriprise October 2009 - Present
H&R Block Financial Advisors September 2002 - October 2009
Raymond James Financial Inc. September 1998 - August 2002
Education
University of Florida 1970 — 1974
BS, Education
Dennis Walton's Raymond James Financial Inc. Experience 1977 - 2000
Job Mortgage Loan Officer
Industry Financial Services
Experience
Central Coast Lending December 2011 - Present
Various Financial Companies 2000 - Present
Raymond James Financial Inc. 1977 - 2000
Spokane River Queen 1993 - 1998
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Series 7, Retirement, Insurance, Risk Management
Education
University of Denver 1986 — 1990
Certified Financial Planner, Finance, General
University of Utah 1972 — 1974
Business/Commerce, General
Central Coast Lending December 2011 - Present
Various Financial Companies 2000 - Present
Raymond James Financial Inc. 1977 - 2000
Spokane River Queen 1993 - 1998
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Series 7, Retirement, Insurance, Risk Management
Education
University of Denver 1986 — 1990
Certified Financial Planner, Finance, General
University of Utah 1972 — 1974
Business/Commerce, General
Jennifer McGuinness's Raymond James Financial Inc. Experience 2007 - Present
Job Technology Business Analyst
Industry Information Technology and Services
Experience
PwC (via Synergy) November 2014 - Present
Raymond James Financial Inc. 2007 - Present
JPMorgan Chase 2006 - 2007
Bright House Networks 2006 - 2007
Home Shopping Network (HSN) 2004 - 2006
PricewaterhouseCoopers 1999 - 2004
IBM Global Services 1997 - 1999
Skills
SDLC, Business Analysis, Agile & Waterfall..., Business Process..., Scrum, Project Management, Agile Methodologies, Business Process, PMP, ITIL Certified, ITIL, PMO, Business Process Design, Process Improvement, Strategy, Visio, SharePoint, Management, Requirements Analysis, Information Technology, Software Project..., Requirements Gathering
Education
University of South Florida 1999 — 2002
MBA, Masters Business Administration
University of Florida 1991 — 1996
Bachelor of Science, Microbiology, Chemistry
School name:
PwC (via Synergy) November 2014 - Present
Raymond James Financial Inc. 2007 - Present
JPMorgan Chase 2006 - 2007
Bright House Networks 2006 - 2007
Home Shopping Network (HSN) 2004 - 2006
PricewaterhouseCoopers 1999 - 2004
IBM Global Services 1997 - 1999
Skills
SDLC, Business Analysis, Agile & Waterfall..., Business Process..., Scrum, Project Management, Agile Methodologies, Business Process, PMP, ITIL Certified, ITIL, PMO, Business Process Design, Process Improvement, Strategy, Visio, SharePoint, Management, Requirements Analysis, Information Technology, Software Project..., Requirements Gathering
Education
University of South Florida 1999 — 2002
MBA, Masters Business Administration
University of Florida 1991 — 1996
Bachelor of Science, Microbiology, Chemistry
School name:
Patrick Kavanaugh's Raymond James Financial Inc. Experience April 2011 - August 2012
Job Law Student at Vanderbilt University Law School
Industry Law Practice
Experience
Vanderbilt University Law School August 2012 - Present
Raymond James Financial Inc. April 2011 - August 2012
Alex Sink for Governor Campaign January 2010 - November 2010
Florida Department of Financial Services September 2009 - January 2010
Obama for America July 2008 - November 2008
Korn/Ferry International June 2007 - August 2007
Skills
Strategic Communications, Policy Analysis, Legal Writing, Legal Research, Public Policy, Public Relations, Community Outreach, Event Planning, Westlaw, Political Communication, Political Campaigns, Legislation, Social Media, Politics, Political Science, Media Relations, Legislative Relations, Speech Writing, Government, Grassroots Organizing, Legislative Research, Nonprofits, Fundraising, International Relations, Policy
Education
Vanderbilt University Law School 2012 — 2015
University of Florida 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Vanderbilt University Law School August 2012 - Present
Raymond James Financial Inc. April 2011 - August 2012
Alex Sink for Governor Campaign January 2010 - November 2010
Florida Department of Financial Services September 2009 - January 2010
Obama for America July 2008 - November 2008
Korn/Ferry International June 2007 - August 2007
Skills
Strategic Communications, Policy Analysis, Legal Writing, Legal Research, Public Policy, Public Relations, Community Outreach, Event Planning, Westlaw, Political Communication, Political Campaigns, Legislation, Social Media, Politics, Political Science, Media Relations, Legislative Relations, Speech Writing, Government, Grassroots Organizing, Legislative Research, Nonprofits, Fundraising, International Relations, Policy
Education
Vanderbilt University Law School 2012 — 2015
University of Florida 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Jean Tui Popenoe's Raymond James Financial Inc. Experience May 2012 - December 2013
Job Software Engineer at IBM
Industry Computer Software
Experience
IBM January 2014 - Present
Raymond James Financial Inc. May 2012 - December 2013
Shadow Health Inc September 2011 - May 2012
Trendy Entertainment LLC March 2011 - January 2012
Skills
C#, C++, Unity3D, JavaScript, jQuery, HTML 5, Python, .NET, MVC, Linux, ReSharper, Visual Studio 2012, Software Engineering, Scrum, Entity Framework, Web API, Visual Studio
Education
University of Florida 2013 — 2014
Master of Science (MS), Computer Science
University of Florida 2007 — 2012
Bachelor of Science (B.S.), Computer Science Engineering (CSE)
University of Florida 2007 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Seminole High School
IBM January 2014 - Present
Raymond James Financial Inc. May 2012 - December 2013
Shadow Health Inc September 2011 - May 2012
Trendy Entertainment LLC March 2011 - January 2012
Skills
C#, C++, Unity3D, JavaScript, jQuery, HTML 5, Python, .NET, MVC, Linux, ReSharper, Visual Studio 2012, Software Engineering, Scrum, Entity Framework, Web API, Visual Studio
Education
University of Florida 2013 — 2014
Master of Science (MS), Computer Science
University of Florida 2007 — 2012
Bachelor of Science (B.S.), Computer Science Engineering (CSE)
University of Florida 2007 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Seminole High School
Dylan Johnson's Raymond James Financial Inc. Experience May 2015 - Present
Job Manager, Technical Architect
Industry Computer Software
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial Inc. February 2014 - Present
Guidmii by Lighthouse Guidance Systems September 2013 - January 2014
Self-employed January 2011 - August 2013
Skills
Web Applications, Ruby, JavaScript, Web Design, Advertising, Copywriting, Graphic Design, Web Development, Analytics, Social Media, Marketing Strategy, Online Advertising, Digital Marketing, Marketing, Photoshop, Microsoft Excel, Email Marketing, User Experience, User Interface Design, OS X, PHP, Web 2.0, Front-end, Mobile Applications, Project Management, Information Architecture, Web Analytics, LAMP, HTML 5, User Interface, Usability, Advanced CSS, Interaction Design, Ruby on Rails, MVC, Apache, Node.js, Illustrator, Git, REST, APIs, Web Application Design, Amazon Web Services..., Test Driven Development, Agile Project Management, OOP, Symfony, SDLC, BDD
Education
University of Florida 2005 — 2009
B.A., Film, Business
Tampa Prep 2001 — 2005
High School
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial Inc. February 2014 - Present
Guidmii by Lighthouse Guidance Systems September 2013 - January 2014
Self-employed January 2011 - August 2013
Skills
Web Applications, Ruby, JavaScript, Web Design, Advertising, Copywriting, Graphic Design, Web Development, Analytics, Social Media, Marketing Strategy, Online Advertising, Digital Marketing, Marketing, Photoshop, Microsoft Excel, Email Marketing, User Experience, User Interface Design, OS X, PHP, Web 2.0, Front-end, Mobile Applications, Project Management, Information Architecture, Web Analytics, LAMP, HTML 5, User Interface, Usability, Advanced CSS, Interaction Design, Ruby on Rails, MVC, Apache, Node.js, Illustrator, Git, REST, APIs, Web Application Design, Amazon Web Services..., Test Driven Development, Agile Project Management, OOP, Symfony, SDLC, BDD
Education
University of Florida 2005 — 2009
B.A., Film, Business
Tampa Prep 2001 — 2005
High School
Evan Schechter's Raymond James Financial Inc. Experience May 2011 - Present
Job Investment Management Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2011 - Present
Transamerica Financial Advisors, Inc. August 2007 - May 2011
Franklin Templeton Investments August 2006 - August 2007
Skills
Series 66, Series 7, Global Economy, Asset Management, Asset Allocation, Public Speaking, Customer Service, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, English, Research, Windows, HTML, Uniform Combined State...
Education
Universitiy of Central Florida 2002 — 2006
Bachelor of Science (B.S.), Marketing
University of Central Florida 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Raymond James Financial Inc. May 2011 - Present
Transamerica Financial Advisors, Inc. August 2007 - May 2011
Franklin Templeton Investments August 2006 - August 2007
Skills
Series 66, Series 7, Global Economy, Asset Management, Asset Allocation, Public Speaking, Customer Service, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, English, Research, Windows, HTML, Uniform Combined State...
Education
Universitiy of Central Florida 2002 — 2006
Bachelor of Science (B.S.), Marketing
University of Central Florida 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Sarah Fanous-Samaan's Raymond James Financial Inc. Experience June 2015 - Present
Job Associate Creative Director, Agency Manager at Raymond James Financial, Inc.
Industry Investment Management
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. December 2012 - Present
Raymond James Financial May 2011 - December 2012
Eagle Asset Management January 2008 - May 2011
Eagle Asset Management December 2004 - January 2008
Lane Bryant December 2001 - January 2005
Self Employed December 2001 - January 2005
Tampa Bay Business Journal 1997 - 2001
Skills
Mutual Funds, Asset Managment, Equities, Asset Allocation, Asset Management, Securities, Series 63, Series 24, Series 7, Risk Management, Investment Strategies, Wealth Management, Financial Services, Alternative Investments, Fixed Income, FINRA, Investment Advisory, Investments
Education
University of Floida 1993 — 1996
Bachelor of Science (B.S.), Communication, Journalism, and Related Programs
University of Florida 1993 — 1996
Bachelor of Science (BS), Communication, Journalism, and Related Programs
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. December 2012 - Present
Raymond James Financial May 2011 - December 2012
Eagle Asset Management January 2008 - May 2011
Eagle Asset Management December 2004 - January 2008
Lane Bryant December 2001 - January 2005
Self Employed December 2001 - January 2005
Tampa Bay Business Journal 1997 - 2001
Skills
Mutual Funds, Asset Managment, Equities, Asset Allocation, Asset Management, Securities, Series 63, Series 24, Series 7, Risk Management, Investment Strategies, Wealth Management, Financial Services, Alternative Investments, Fixed Income, FINRA, Investment Advisory, Investments
Education
University of Floida 1993 — 1996
Bachelor of Science (B.S.), Communication, Journalism, and Related Programs
University of Florida 1993 — 1996
Bachelor of Science (BS), Communication, Journalism, and Related Programs
Oya El Beyrouty's Raymond James Financial Inc. Experience January 2008 - June 2010
Job Information Security Analyst
Industry Financial Services
Experience
PSCU October 2013 - Present
PSCU May 2012 - October 2013
Jabil July 2010 - April 2012
Raymond James Financial Inc. January 2008 - June 2010
Town Sports International August 2006 - January 2008
Skills
SAP, Active Directory, IT Audit, Auditing, Access, Accounting, Project Management, Teamwork, Sarbanes-Oxley Act, Internal Controls, Risk Management, Financial Analysis, Internal Audit, CISA, Sarbanes-Oxley, COSO, Visio, SAS70, Microsoft Excel, Software Documentation, SOX 404, GAAP
Education
University of Miami - School of Business 2004 — 2006
MBA, Accounting
University of Florida 1999 — 2004
BS, Horticulture
PSCU October 2013 - Present
PSCU May 2012 - October 2013
Jabil July 2010 - April 2012
Raymond James Financial Inc. January 2008 - June 2010
Town Sports International August 2006 - January 2008
Skills
SAP, Active Directory, IT Audit, Auditing, Access, Accounting, Project Management, Teamwork, Sarbanes-Oxley Act, Internal Controls, Risk Management, Financial Analysis, Internal Audit, CISA, Sarbanes-Oxley, COSO, Visio, SAS70, Microsoft Excel, Software Documentation, SOX 404, GAAP
Education
University of Miami - School of Business 2004 — 2006
MBA, Accounting
University of Florida 1999 — 2004
BS, Horticulture
Natalie Yelton's Raymond James Financial Inc. Experience January 2005 - January 2006
Job Concept Innovation at Denny's
Industry Marketing and Advertising
Experience
Denny's January 2013 - Present
Denny's October 2012 - Present
Cleveland County Schools August 2011 - December 2012
BJ's Restaurants, Inc. March 2007 - August 2010
Fifth Third Bank 2006 - 2007
Raymond James Financial Inc. January 2005 - January 2006
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Strategic Planning
Education
Unversity of South Carolina Upstate 2010 — 2011
Bachelor's degree, Business, GPA 3.2
Saint Petersburg College 2004 — 2005
Associate of Science (A.S.), General Studies
University of Cincinnati 1999 — 2003
Mathematics Teacher Education
Denny's January 2013 - Present
Denny's October 2012 - Present
Cleveland County Schools August 2011 - December 2012
BJ's Restaurants, Inc. March 2007 - August 2010
Fifth Third Bank 2006 - 2007
Raymond James Financial Inc. January 2005 - January 2006
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Strategic Planning
Education
Unversity of South Carolina Upstate 2010 — 2011
Bachelor's degree, Business, GPA 3.2
Saint Petersburg College 2004 — 2005
Associate of Science (A.S.), General Studies
University of Cincinnati 1999 — 2003
Mathematics Teacher Education
Justin Prouty's Raymond James Financial Inc. Experience June 1996 - August 2001
Job Owner Minit Medical Urgent Care
Industry Hospital & Health Care
Experience
Minit Medical Urgent Care March 2015 - Present
Citadel Securities July 2012 - April 2014
Etrade November 2002 - July 2012
GMST World trading August 2001 - November 2002
Raymond James Financial Inc. June 1996 - August 2001
Skills
Bloomberg, Electronic Trading, Equities, Equity Trading, Financial Markets, Investment Advisory, Options, Securities, Series 63, Series 7, Trading, Trading Systems
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.)
Minit Medical Urgent Care March 2015 - Present
Citadel Securities July 2012 - April 2014
Etrade November 2002 - July 2012
GMST World trading August 2001 - November 2002
Raymond James Financial Inc. June 1996 - August 2001
Skills
Bloomberg, Electronic Trading, Equities, Equity Trading, Financial Markets, Investment Advisory, Options, Securities, Series 63, Series 7, Trading, Trading Systems
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.)
Brian Vaccaro, CFA's Raymond James Financial Inc. Experience January 2014 - Present
Job Research Analyst Restaurants Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James September 2005 - December 2013
Standard & Poor's Corporate Value Consulting August 2003 - September 2005
Skills
Investment Banking, Equities, Financial Modeling, Investments, Valuation, Financial Analysis, Capital Markets, Finance, Securities
Education
University of Florida 1999 — 2003
BS, Finance
Raymond James Financial Inc. January 2014 - Present
Raymond James September 2005 - December 2013
Standard & Poor's Corporate Value Consulting August 2003 - September 2005
Skills
Investment Banking, Equities, Financial Modeling, Investments, Valuation, Financial Analysis, Capital Markets, Finance, Securities
Education
University of Florida 1999 — 2003
BS, Finance
Nick Durham's Raymond James Financial Inc. Experience June 2011 - May 2012
Job Founder, The Social Laboratory
Industry Marketing and Advertising
Experience
The Social Laboratory January 2011 - Present
Pat Durham Builder Inc. January 2013 - Present
Raymond James Financial Inc. June 2011 - May 2012
ResCare May 2009 - August 2009
Skills
Entrepreneurship, Leadership, Microsoft Office, Financial Modeling, Fundraising, Investments, Business Development, Management, Negotiation, Strategic Planning, Marketing Strategy, Market Research, Public Speaking, Small Business, Start-ups
Education
University of Florida 2007 — 2011
BSBA, Finance, real estate
The Social Laboratory January 2011 - Present
Pat Durham Builder Inc. January 2013 - Present
Raymond James Financial Inc. June 2011 - May 2012
ResCare May 2009 - August 2009
Skills
Entrepreneurship, Leadership, Microsoft Office, Financial Modeling, Fundraising, Investments, Business Development, Management, Negotiation, Strategic Planning, Marketing Strategy, Market Research, Public Speaking, Small Business, Start-ups
Education
University of Florida 2007 — 2011
BSBA, Finance, real estate
Josh Renda's Raymond James Financial Inc. Experience October 2006 - Present
Job Wealth Management Consultant, Raymond James Wealth Solutions, CERTIFIED FINANCIAL PLANNER, CPWA
Industry Financial Services
Experience
Raymond James Financial Inc. October 2006 - Present
Raymond James Financial Inc. October 2003 - October 2006
Raymond James Financial Inc. July 1999 - October 2003
Education
University of Florida 1993 — 1997
Bachelor of Arts (BA), Finance, Marketing
Raymond James Financial Inc. October 2006 - Present
Raymond James Financial Inc. October 2003 - October 2006
Raymond James Financial Inc. July 1999 - October 2003
Education
University of Florida 1993 — 1997
Bachelor of Arts (BA), Finance, Marketing
Ian Dodd, CFA's Raymond James Financial Inc. Experience July 2007 - April 2011
Job Analyst at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management April 2011 - Present
Raymond James Financial Inc. July 2007 - April 2011
Communication Equity Associates June 2006 - June 2007
Skills
Equity Research, Hedge Funds, Bloomberg, Equities, Fixed Income, Alternative Investments, Valuation, Financial Modeling, Asset Managment, Investments, Portfolio Management, Investment Strategies, Derivatives, Capital Markets, Asset Allocation, Chartered Financial..., Investment Management, ETFs, Wealth Management, Bonds, Financial Analysis, Asset Management
Education
University of South Florida 2005 — 2007
Master of Business Administration (MBA), Finance
University of Florida 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Eagle Asset Management April 2011 - Present
Raymond James Financial Inc. July 2007 - April 2011
Communication Equity Associates June 2006 - June 2007
Skills
Equity Research, Hedge Funds, Bloomberg, Equities, Fixed Income, Alternative Investments, Valuation, Financial Modeling, Asset Managment, Investments, Portfolio Management, Investment Strategies, Derivatives, Capital Markets, Asset Allocation, Chartered Financial..., Investment Management, ETFs, Wealth Management, Bonds, Financial Analysis, Asset Management
Education
University of South Florida 2005 — 2007
Master of Business Administration (MBA), Finance
University of Florida 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Aileen Proum's Raymond James Financial Inc. Experience July 2012 - February 2014
Job Executive Assistant
Industry Financial Services
Experience
Raymond James Financial Inc. July 2012 - February 2014
Stitcher October 2011 - April 2012
Lincoln Property Company February 2008 - September 2011
UCLA March 2005 - July 2005
UCLA September 2003 - March 2005
Skills
Microsoft Excel, Outlook, Social Media, Event Planning
Education
University of California, Los Angeles
BA, English
Raymond James Financial Inc. July 2012 - February 2014
Stitcher October 2011 - April 2012
Lincoln Property Company February 2008 - September 2011
UCLA March 2005 - July 2005
UCLA September 2003 - March 2005
Skills
Microsoft Excel, Outlook, Social Media, Event Planning
Education
University of California, Los Angeles
BA, English
Kristina O'Dell Miller's Raymond James Financial Inc. Experience January 2012 - Present
Job Business Analyst at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial Inc. January 2012 - Present
Raymond James & Associates, Inc January 2009 - January 2012
Education
University of Central Florida - College of Business Administration 2002 — 2007
Bachelor of Science, Economics & Finance
Raymond James Financial Inc. January 2012 - Present
Raymond James & Associates, Inc January 2009 - January 2012
Education
University of Central Florida - College of Business Administration 2002 — 2007
Bachelor of Science, Economics & Finance
Jared Perlman's Raymond James Financial Inc. Experience May 2012 - Present
Job Intern at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - Present
Education
University of Florida 2008 — 2012
Bachelor of Science (BS), Finance, General
University of Florida 2008 — 2012
Raymond James Financial Inc. May 2012 - Present
Education
University of Florida 2008 — 2012
Bachelor of Science (BS), Finance, General
University of Florida 2008 — 2012
Muhammad islam Amirul's Raymond James Financial Inc. Experience May 2012 - September 2012
Job Senior Solution Engineer at Deloitte
Industry Information Technology and Services
Experience
Deloitte Consulting LLC. January 2015 - Present
J.P. Morgan Chase September 2012 - December 2014
Raymond James Financial Inc. May 2012 - September 2012
Freedom Health October 2011 - March 2012
TZ Insurance Solutions,LLC June 2011 - August 2011
Duval County Public Schools October 2007 - July 2010
South Carolina Department of Social Services (SCDSS) November 2006 - May 2007
Office of Administration-InformationTechnology Services Division, State of Missouri January 2005 - September 2006
Skills
SDLC, User Acceptance Testing, SQL, Agile Methodologies, Requirements Analysis, HP Quality Center, Testing, Test Planning, Business Analysis, Regression Testing, Software Quality..., Requirements Gathering, System Testing, Microsoft SQL Server, Manual Testing
Education
University of Central Missouri 2000 — 2003
Bachelor's Degree, Computer Information Systems ( CIS), 3.51/4.00
Deloitte Consulting LLC. January 2015 - Present
J.P. Morgan Chase September 2012 - December 2014
Raymond James Financial Inc. May 2012 - September 2012
Freedom Health October 2011 - March 2012
TZ Insurance Solutions,LLC June 2011 - August 2011
Duval County Public Schools October 2007 - July 2010
South Carolina Department of Social Services (SCDSS) November 2006 - May 2007
Office of Administration-InformationTechnology Services Division, State of Missouri January 2005 - September 2006
Skills
SDLC, User Acceptance Testing, SQL, Agile Methodologies, Requirements Analysis, HP Quality Center, Testing, Test Planning, Business Analysis, Regression Testing, Software Quality..., Requirements Gathering, System Testing, Microsoft SQL Server, Manual Testing
Education
University of Central Missouri 2000 — 2003
Bachelor's Degree, Computer Information Systems ( CIS), 3.51/4.00
Joy Forbess's Raymond James Financial Inc. Experience 1998 - 2001
Job Executive Assistant at Investment Management Group
Industry Financial Services
Experience
Investment Management Group 2012 - Present
Residential Design Services 2009 - January 2013
Genesis Group 2001 - 2005
SunTrust Bank 2001 - 2001
Raymond James Financial Inc. 1998 - 2001
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Teamwork, Microsoft Office
Education
University of Central Florida
Bachelor of Business Administration (BBA)
Investment Management Group 2012 - Present
Residential Design Services 2009 - January 2013
Genesis Group 2001 - 2005
SunTrust Bank 2001 - 2001
Raymond James Financial Inc. 1998 - 2001
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Teamwork, Microsoft Office
Education
University of Central Florida
Bachelor of Business Administration (BBA)
Lisa C. Maxwell's Raymond James Financial Inc. Experience June 2010 - April 2014
Job Investment Sales Associate at BB&T Investments
Industry Financial Services
Experience
BB&T Investments Services, Inc. April 2014 - Present
Stewart-Marchman-Act Behavioral Healthcare November 2012 - April 2014
Raymond James Financial Inc. June 2010 - April 2014
Florida Hospital Flagler January 2012 - November 2012
Wells Fargo Advisors October 2007 - June 2010
A.G. Edwards & Sons, Inc. January 2000 - October 2007
UBS June 1993 - December 1999
Skills
Financial Services, FINRA, Series 7, Series 63, Marketing, Business, Teamwork, Customer Service, Event Planning, Compliance, Sales Operations, Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning, Registered Nursing, Cpr Certified, 2-15 FL Life, Healh, &..., Series 66
Education
University of Central Florida 1988 — 1993
Bachelor's Degree, Psychology
Daytona State College 2010 — 2011
Associate's Degree, Nursing Science, with Honors
BB&T Investments Services, Inc. April 2014 - Present
Stewart-Marchman-Act Behavioral Healthcare November 2012 - April 2014
Raymond James Financial Inc. June 2010 - April 2014
Florida Hospital Flagler January 2012 - November 2012
Wells Fargo Advisors October 2007 - June 2010
A.G. Edwards & Sons, Inc. January 2000 - October 2007
UBS June 1993 - December 1999
Skills
Financial Services, FINRA, Series 7, Series 63, Marketing, Business, Teamwork, Customer Service, Event Planning, Compliance, Sales Operations, Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning, Registered Nursing, Cpr Certified, 2-15 FL Life, Healh, &..., Series 66
Education
University of Central Florida 1988 — 1993
Bachelor's Degree, Psychology
Daytona State College 2010 — 2011
Associate's Degree, Nursing Science, with Honors
Tom Fleetman's Raymond James Financial Inc. Experience June 2001 - July 2002
Job Controller at Mustang Expediting, Inc.
Industry Transportation/Trucking/Railroad
Experience
Mustang Expediting, Inc. January 2014 - Present
Mustang Expediting, Inc. April 2013 - December 2013
Rochester Community and Technical College August 2011 - May 2012
Salesianum School August 2006 - June 2011
Widener University September 2006 - April 2011
Raymond James Financial Inc. June 2001 - July 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Presentations, Research, Windows, Outlook, Teaching, Strategic Planning, Actuarial Science, Mathematics, VBA
Education
University of Delaware 2003 — 2005
Master of Science (MS), Applied Mathematics
Vanderbilt University 1997 — 2001
Bachelor of Science (BS), Mathematics, summa cum laude
Mustang Expediting, Inc. January 2014 - Present
Mustang Expediting, Inc. April 2013 - December 2013
Rochester Community and Technical College August 2011 - May 2012
Salesianum School August 2006 - June 2011
Widener University September 2006 - April 2011
Raymond James Financial Inc. June 2001 - July 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Presentations, Research, Windows, Outlook, Teaching, Strategic Planning, Actuarial Science, Mathematics, VBA
Education
University of Delaware 2003 — 2005
Master of Science (MS), Applied Mathematics
Vanderbilt University 1997 — 2001
Bachelor of Science (BS), Mathematics, summa cum laude
Craig Hochman's Raymond James Financial Inc. Experience January 2002 - Present
Job Retirement Plan Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2002 - Present
Skills
Series 7, Equities, Securities, Financial Analysis, Fixed Income, Retirement, Financial Services, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning, FINRA, IRAs, 401k
Education
University of Central Florida 1994 — 1998
Bachelor's degree, Criminal Justice and Corrections
Raymond James Financial Inc. January 2002 - Present
Skills
Series 7, Equities, Securities, Financial Analysis, Fixed Income, Retirement, Financial Services, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning, FINRA, IRAs, 401k
Education
University of Central Florida 1994 — 1998
Bachelor's degree, Criminal Justice and Corrections
Marc Silver's Raymond James Financial Inc. Experience May 2008 - April 2012
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2012 - Present
Raymond James Financial Inc. May 2008 - April 2012
A.G. Edwards September 2005 - May 2008
Skills
Investment Banking, Investments, Equities, Hedge Funds, Capital Markets, Private Equity, Healthcare finance, Senior Living Finance, Finance, Healthcare, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Team Building, Due Diligence, Financial Modeling, Budgets, Management
Education
University of Pennsylvania 1992 — 1994
Master's of Government Administration
University of Delaware - Lerner College of Business and Economics 1983 — 1987
Bachelor of Science - Business Administration, Concentration in Finance
Piper Jaffray April 2012 - Present
Raymond James Financial Inc. May 2008 - April 2012
A.G. Edwards September 2005 - May 2008
Skills
Investment Banking, Investments, Equities, Hedge Funds, Capital Markets, Private Equity, Healthcare finance, Senior Living Finance, Finance, Healthcare, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Team Building, Due Diligence, Financial Modeling, Budgets, Management
Education
University of Pennsylvania 1992 — 1994
Master's of Government Administration
University of Delaware - Lerner College of Business and Economics 1983 — 1987
Bachelor of Science - Business Administration, Concentration in Finance
David Fitzmorris's Raymond James Financial Inc. Experience January 2008 - November 2013
Job Senior IT Support Specialist
Industry Financial Services
Experience
Raymond James Financial Inc. January 2008 - November 2013
Raymond James Financial Inc. November 2006 - January 2008
Raymond James Financial Inc. August 2004 - November 2006
Raymond James Financial Inc. December 2000 - August 2004
Raymond James Financial Inc. October 1999 - December 2000
Raymond James Financial Inc. September 1998 - October 1999
Skills
Multiple server,..., Windows, Firewalls, SSL VPN, Networking, Routers, Network Security, Juniper, Troubleshooting, Computer Hardware, Databases, Testing, Software Installation, Hardware, Security, VPN, Information Technology, SQL, Information Security, Access, Help Desk Support, Disaster Recovery, Servers, Infrastructure, Microsoft Exchange, Active Directory, VMware, Windows Server, VMware ESX, DNS, Citrix, Technical Support, IIS, System Deployment, SharePoint, Operating Systems, Windows XP, HP, DHCP
Education
University of Florida
H.B. Plant
Raymond James Financial Inc. January 2008 - November 2013
Raymond James Financial Inc. November 2006 - January 2008
Raymond James Financial Inc. August 2004 - November 2006
Raymond James Financial Inc. December 2000 - August 2004
Raymond James Financial Inc. October 1999 - December 2000
Raymond James Financial Inc. September 1998 - October 1999
Skills
Multiple server,..., Windows, Firewalls, SSL VPN, Networking, Routers, Network Security, Juniper, Troubleshooting, Computer Hardware, Databases, Testing, Software Installation, Hardware, Security, VPN, Information Technology, SQL, Information Security, Access, Help Desk Support, Disaster Recovery, Servers, Infrastructure, Microsoft Exchange, Active Directory, VMware, Windows Server, VMware ESX, DNS, Citrix, Technical Support, IIS, System Deployment, SharePoint, Operating Systems, Windows XP, HP, DHCP
Education
University of Florida
H.B. Plant
Michael Scott Brown's Raymond James Financial Inc. Experience October 2013 - Present
Job Agency Trader at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Raymond James and Associates April 2011 - June 2013
Morgan Stanley Smith Barney February 2010 - April 2011
Wells Fargo Advisor June 2008 - November 2009
M and J Securities October 1999 - October 2007
Skills
Investments, Series 7, Mutual Funds, Securities, Series 63, Equity Trading, Alternative Investments, Asset Management, Capital Markets, Bloomberg, FINRA, Financial Services, Fixed Income, Hedge Funds, Options, Wealth Management
Education
University of Central Florida - College of Business Administration 1997 — 1999
Bachelor of Science in Business Administration, Finance
Raymond James Financial Inc. October 2013 - Present
Raymond James and Associates April 2011 - June 2013
Morgan Stanley Smith Barney February 2010 - April 2011
Wells Fargo Advisor June 2008 - November 2009
M and J Securities October 1999 - October 2007
Skills
Investments, Series 7, Mutual Funds, Securities, Series 63, Equity Trading, Alternative Investments, Asset Management, Capital Markets, Bloomberg, FINRA, Financial Services, Fixed Income, Hedge Funds, Options, Wealth Management
Education
University of Central Florida - College of Business Administration 1997 — 1999
Bachelor of Science in Business Administration, Finance
Patricia Cerda's Raymond James Financial Inc. Experience October 2012 - January 2014
Job Investor Relations and Marketing Assistant at ValueAct Capital
Industry Investment Management
Experience
ValueAct Capital April 2015 - Present
ValueAct Capital January 2014 - March 2015
Raymond James Financial Inc. October 2012 - January 2014
University of California, Riverside Academic Resource Center September 2011 - September 2012
Skills
Event Planning, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Research, Social Media, PowerPoint, Microsoft Word, Time Management, Higher Education, Salesforce.com, IntraLinks, Backstop Solutions, Zoho, Morningstar, Outlook
Education
University of California, Riverside 2008 — 2012
Bachelor's Degree, Sociology and Art History Admin. Studies, Marketing
ValueAct Capital April 2015 - Present
ValueAct Capital January 2014 - March 2015
Raymond James Financial Inc. October 2012 - January 2014
University of California, Riverside Academic Resource Center September 2011 - September 2012
Skills
Event Planning, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Research, Social Media, PowerPoint, Microsoft Word, Time Management, Higher Education, Salesforce.com, IntraLinks, Backstop Solutions, Zoho, Morningstar, Outlook
Education
University of California, Riverside 2008 — 2012
Bachelor's Degree, Sociology and Art History Admin. Studies, Marketing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS