Raymond James Financial Inc.

Industry: Investment banking company

Description

Raymond 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
Mark Crites Jr. Mark Crites Jr. Atlanta, Georgia Details
Mark Crites Jr.'s Raymond James Financial Inc. Experience July 2012 - June 2015
Job Associate at MSouth Equity Partners
Industry Venture Capital & Private Equity
Experience
MSouth Equity Partners  July 2015 - Present
Raymond James Financial Inc.   July 2012 - June 2015
Wells Fargo  May 2011 - August 2011
Cain Watters & Associates  May 2009 - July 2009
Crites Insurance Group   May 2005 - August 2008

Skills
Mergers & Acquisitions, Finance, Competitive Analysis, Microsoft Office, Financial Analysis, Microsoft Excel, Financial Modeling, Investments, Valuation, Corporate Finance, Social Media

Education
University of Georgia - Terry College of Business   2008 — 2012
Bachelor of Business Administration, Banking and Finance & Risk Management and Insurance

Kristen Albert Kristen Albert Gainesville, Florida Details
Kristen Albert's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Operations Supervisor at Fanatics, Inc.
Industry
Experience
Fanatics, Inc.   August 2015 - Present
Moocho  January 2015 - May 2015
UF Department of Management, Department of Psychology   January 2012 - December 2014
Raymond James Financial Inc.   May 2014 - August 2014
Paragon Events, Inc.   May 2012 - August 2012
RecSports  August 2010 - May 2011

Education
University of Florida   2013 — 2015
Master of Science (MS), Management

University of Florida   2010 — 2014
Bachelor of Science (B.S.), Psychology

Florence University of the Arts   2013 — 2013

Brian Batson, CFP® Brian Batson, CFP® Tampa/St. Petersburg, Florida Area Details
Brian Batson, CFP®'s Raymond James Financial Inc. Experience January 2013 - Present
Job Director of Technology, Private Client Group Investment Products at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc.   January 2013 - Present
Raymond James Financial  July 2008 - December 2012
Raymond James Financial  June 2007 - July 2008
Raymond James Financial  June 2006 - June 2007

Skills
C#, SDLC, Visio, Java, SQL, VBA, Web Development, Business Analysis, Microsoft Office, Visual Studio, Project Management, HTML, Requirements Gathering, .NET, MS Project, C++, JavaScript, SAS, Networking, Android, User Experience, Linux, UML, Design Patterns, Arduino, Gantt, ActionScript, Database Design & Admin., Secure Coding, Adobe Creative Suite, Agile Development, Microsoft Project, Flash, Servlets, Tomcat, JSP, Google Maps, SQL Server Management..., Oracle PL/SQL..., Object-oriented Software, Excel models, Process Optimization, Simulations, Ubuntu, Wireshark, Snort, IPSec, DNSSEC, Mobile Product..., MapPoint

Education
Carnegie Mellon University   2011 — 2013
Master of Science, Technology, Highest Distinction

University of Florida   2002 — 2006
Bachelor of Science, Finance, Magna Cum Laude

Corey Freudenstein Corey Freudenstein Indianapolis, Indiana Details
Corey Freudenstein's Raymond James Financial Inc. Experience July 2008 - October 2012
Job Staffing Manager at Accountemps, A Robert Half Company
Industry Staffing and Recruiting
Experience
Accountemps  April 2014 - Present
Capital Cities, LLC   October 2012 - December 2013
Raymond James Financial Inc.   July 2008 - October 2012

Skills
Finance, Accounting, Account Management, Payroll, Accounts Payable, Accounts Receivable, Leadership, Supervision, Financial Management..., Budget Administration, Compliance Reporting, Benefits & Insurance..., Credit Analysis, Collections Management, Data Analysis, Reports Analysis, Regulatory Management, Problem Resolution, Wealth Management, Time Management, Mutual Funds, Invoicing, Financial Reporting, Problem Solving, Budgets, Management, Customer Service, Microsoft Office

Education
University of Indianapolis - School of Business   2004 — 2008
Bachelor's Degree, Marketing & Finance

Center Grove   2000 — 2004

Lindsay Versage Lindsay Versage Palm Beach Gardens, Florida Details
Lindsay Versage's Raymond James Financial Inc. Experience May 2005 - August 2005
Job Vice President, Regional Operations & Service Manager
Industry Financial Services
Experience
Wells Fargo Advisors  February 2014 - Present
Wells Fargo Advisors  July 2010 - January 2014
Ameriprise Financial Services, Inc.   September 2006 - October 2007
Raymond James Financial Inc.   May 2005 - August 2005

Skills
Management, Customer Service, Marketing, Microsoft Office

Education
University of Florida   2002 — 2006
Bachelor of Science (B.S.), Finance, General

Ryan Stolz, CAIA Ryan Stolz, CAIA Tampa/St. Petersburg, Florida Area Details
Ryan Stolz, CAIA's Raymond James Financial Inc. Experience January 2013 - Present
Job Alternative Investments Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   January 2013 - Present
Raymond James Financial Inc.   October 2012 - January 2013
Raymond James Financial  May 2011 - August 2011
Raymond James Financial  May 2010 - September 2010

Skills
Analysis, Financial Analysis, Financial Modeling, Finance, PowerPoint, Valuation, Microsoft Word, Microsoft Office, Alternative Investments, Long/Short Equity, Hedge Funds, Mutual Funds, Series 7

Education
University of Florida   2008 — 2012
Bachelor of Science, Finance

Karly Kehres Karly Kehres Tampa/St. Petersburg, Florida Area Details
Karly Kehres's Raymond James Financial Inc. Experience September 2013 - October 2014
Job Public Information Specialist II Copywriter at Pinellas County Sheriff's Office
Industry Marketing and Advertising
Experience
Pinellas County Sheriff's Office  October 2014 - Present
Raymond James Financial Inc.   September 2013 - October 2014
Orange & Blue Magazine  January 2013 - May 2013
WUFT.org  January 2013 - May 2013
Orange Theory Innovative Marketing   May 2012 - May 2013
The Florida Independent Alligator  November 2011 - May 2013
HOME: Living in the Heart of Florida Magazine   November 2010 - May 2013
Maupin House Publishing, Inc.   August 2012 - December 2012
Bayfront Medical Center  May 2012 - August 2012
RepDIALS   August 2011 - May 2012

Skills
Proofreading, Copy Editing, General Securities..., Adobe InDesign, Press Releases, Newsletters, Blogging, Creative Writing, Magazines, Newspapers, Storytelling, Social Media

Education
University of Florida   2009 — 2013
Bachelor of Science (B.S.), Journalism, Junior

Steven Erickson Steven Erickson Tampa/St. Petersburg, Florida Area Details
Steven Erickson's Raymond James Financial Inc. Experience 2013 - Present
Job Vice President at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   2013 - Present
Goodwill Industries-Suncoast, Inc.   2010 - Present
Raymond James Financial Inc.   2012 - 2013
Raymond James Financial Inc.   2010 - 2012
Deloitte & Touche  2007 - 2010
Deloitte & Touche  2004 - 2007

Skills
Enterprise Risk..., Internal Audit, Operational Risk..., Risk Management, Governance, Internal Controls, Corporate Governance, Operational Risk, Financial Risk, Sarbanes-Oxley Act, Financial Services, CISA, Financial Analysis, IT Audit, Business Continuity, Business Continuity..., Access Control, Role Mapping, Data Privacy, Segregation of Duties, Data Governance, Identity Management, Risk Analysis, Securities

Education
University of Florida - Warrington College Of Business
Bachelor of Science in Business Administration

Evan Harvey Evan Harvey Fort Walton Beach, Florida Details
Evan Harvey's Raymond James Financial Inc. Experience June 2000 - August 2000
Job at
Industry Defense & Space
Experience
Micro Systems, Inc.   March 2013 - Present
DRS Technologies, Inc.   February 2005 - March 2013
Micro Systems, Inc.   August 2001 - February 2005
Raymond James Financial Inc.   June 2000 - August 2000

Skills
Visual C++, Embedded C++, C++, MFC, SQL, Microsoft SQL Server, Access Database, UML, .NET, C#, TCP/IP protocols, UDP, Multithreaded..., Realtime Programming, Requirements Analysis, Software Design, Eclipse, Visual Studio, Software Engineering, C, Software Development, Telelogic DOORS, TCP/IP

Education
University of Florida   1997 — 2001
Bachelor of Science (BS), Computer and Information Sciences, General

Aniello Salierno Aniello Salierno Charlotte, North Carolina Details
Aniello Salierno's Raymond James Financial Inc. Experience July 1998 - August 2000
Job Chief Information Officer at Maxwell Group, Inc.
Industry Hospital & Health Care
Experience
Senior Living Communities, LLC  July 2010 - Present
Maxwell Group, Inc.   July 2010 - Present
Senior Living Communities, LLC  January 2006 - July 2010
Maxwell Group, Inc.   January 2006 - July 2010
Vero Retirement Associates, LLC   February 2003 - January 2006
Raymond James Financial Inc.   July 1998 - August 2000

Skills
Program Management, Leadership, Strategic Planning, Healthcare, Healthcare Information..., Human Resources, Team Building, Team Leadership, Project Planning, Healthcare Management, Marketing, Information Technology, Business Process..., Process Improvement, Networking, Executive Management, Training, Operations Management, IT Strategy, Vendor Management, Project Implementation, EHR, Outsourcing, Project Management, Strategy, Business Analysis, Contract Negotiation, Time Management

Education
University of Florida - Warrington College Of Business   2000 — 2002
Bachelor of Science (B.S.), Finance

University of South Florida   2009 — 2009
CORE Training & Assisted Living Administrators License, CORE Training & Assisted Living Administrators License

Stephanie Kiernan Stephanie Kiernan Denver, Colorado Details
Stephanie Kiernan's Raymond James Financial Inc. Experience July 2010 - October 2014
Job Marketing leader | Social media strategist | Content creator I Denver, CO
Industry Marketing and Advertising
Experience
Allegro Coffee Company  September 2015 - Present
McGladrey  October 2014 - Present
Raymond James Financial Inc.   July 2010 - October 2014
Raymond James Financial Inc.   July 2008 - July 2010
Raymond James Financial Inc.   April 2007 - July 2008
University of South Florida  October 2005 - April 2007
Florida Craftsmen Inc.   May 2006 - September 2006

Skills
Leadership, Business Development, Project Management, Financial Analysis, Brand Management, Series 7, Strategic Financial..., Public Relations, Strategic Media..., Trade Media Relations, Strategic Communications, Integrated Marketing, Communications Planning, Competitive Analysis, Internal & External..., Message Development, Writing, Event Marketing Strategy, Case Studies, Video Marketing, Webinars, White Papers, Social Media Marketing, Strategic Public..., Online Media Relations, Marketing Communications, Influencer Marketing, Strategic Planning, Newsletters, analyst relations, Article Placement, Marketing, Strategy, Advertising, Marketing Strategy, Social Media, Management, Sales, Business Strategy, Analysis, Email Marketing, Corporate Communications, Sales Management, Direct Marketing, Online Marketing, Financial Services, Corporate Branding

Education
University of Florida - Warrington College Of Business   2010 — 2011
MBA, Business Administration and Management, General

University of South Florida   2003 — 2006
BS, Business Management

Nikolas Hove Nikolas Hove Tampa/St. Petersburg, Florida Area Details
Nikolas Hove's Raymond James Financial Inc. Experience July 2012 - May 2015
Job Health Analytics at Berkeley Research Group LLC
Industry Management Consulting
Experience
Berkeley Research Group LLC  June 2015 - Present
Raymond James Financial Inc.   July 2012 - May 2015
UF Department of Health Outcomes and Policy   July 2011 - July 2012
Summer Institute for Training in Biostatistics (SIBS)   June 2011 - July 2011
Hewitt Associates  June 2010 - August 2010

Skills
Data Analysis, Research, Microsoft Office, Analysis, Statistics, SQL, SPSS, Data Mining, Marketing, SAS

Education
University of Florida   2007 — 2011
B.A./B.S., Economics/Statistics

Laurie Kemp, CMP, CMM Laurie Kemp, CMP, CMM Tampa/St. Petersburg, Florida Area Details
Laurie Kemp, CMP, CMM's Raymond James Financial Inc. Experience November 1999 - May 2013
Job Account and Event Management
Industry Pharmaceuticals
Experience
Essilor  May 2013 - February 2015
University of South Florida  April 2006 - June 2013
Raymond James Financial Inc.   November 1999 - May 2013
Dynetech  January 1999 - November 1999

Skills
Event Planning, Event Management, Meeting Planning, Trade Shows, Corporate Events, Contract Negotiation, Vendor Management, Vendor Relationships, Strategic Planning, Strategic Partnerships, Customer Service, Budgets, Marketing Communications, Marketing, Advertising, Public Relations, Sponsorship, Fundraising, Social Media Marketing, Management, Social Networking, Sales, Negotiation, Hotels, Hospitality, Social Media, Marketing Strategy, Email Marketing, Online Marketing, Public Speaking, Leadership, Facebook, Nonprofits

Education
University of Florida   1996 — 1998
B.S., Public Relations

Countryside High School   1990 — 1994
Bachelor of Science (B.S.)

Nicole Pesci Nicole Pesci Tampa/St. Petersburg, Florida Area Details
Nicole Pesci's Raymond James Financial Inc. Experience June 2015 - Present
Job Manager, Marketing Account Services at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   June 2015 - Present
Raymond James Financial Inc.   January 2014 - June 2015
Raymond James Financial Inc.   January 2013 - December 2013
Raymond James Financial Inc.   May 2011 - December 2012
Raymond James Financial Inc.   June 2010 - May 2011
Carrabba's Italian Grill  May 2006 - May 2010
University of Florida  January 2009 - April 2009

Skills
Marketing, Leadership, Marketing Communications, Social Media Marketing, Marketing Strategy, Social Media, Customer Service, Advertising, PowerPoint, Sales, Microsoft Office, Email Marketing

Education
University of Florida -- Hough Graduate School of Business   2009 — 2010
Master of Arts in International Business, International Business

University of Florida   2005 — 2009
BS in Psychology, BA in Spanish

Maria Audrey Chadili Maria Audrey Chadili Gainesville, Florida Details
Maria Audrey Chadili's Raymond James Financial Inc. Experience September 2014 - January 2015
Job
Industry Financial Services
Experience
Cisco  May 2015 - August 2015
Raymond James Financial Inc.   September 2014 - January 2015
University of Florida  January 2014 - January 2015
Oakbrook Walk Residences   April 2013 - July 2014

Education
University of Florida   2012 — 2016
Bachelor of Science (B.S.), Finance and Information Systems, Senior

Stephani DioGuardi Stephani DioGuardi Windermere, Florida Details
Stephani DioGuardi's Raymond James Financial Inc. Experience January 2015 - Present
Job Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   January 2015 - Present
Raymond James Financial Inc.   May 2014 - August 2014
Student Activities Involvement Team   January 2013 - May 2014
Charles Schwab  May 2013 - January 2014
CBS Sports Network  March 2012 - 2014
LA Fitness  April 2013 - August 2013

Skills
Social Media, Microsoft Word, Microsoft Office, Facebook, Social Networking, Marketing, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Research, Customer Service, Social Media Marketing, Event Planning, Spanish, Sports, Public Relations, Marketing Strategy, Fundraising, Leadership

Education
University of Florida   2011 — 2015
Bachelor of Business Administration (BBA), Finance, General

University of Florida

Catherine Doney Catherine Doney Saint Petersburg, Florida Details
Catherine Doney's Raymond James Financial Inc. Experience February 2008 - May 2010
Job Advertising Review Analyst at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   February 2013 - Present
Transamerica Financial Advisors, Inc.   June 2012 - February 2013
Transamerica Retirement Solutions  September 2010 - June 2012
Raymond James Financial Inc.   February 2008 - May 2010
Raymond James Financial Inc.   January 2007 - February 2008
Franklin Templeton Investments  October 2005 - January 2007
Franklin Templeton Investments  June 2004 - October 2005

Skills
Series 7, Series 24, Series 66

Education
University of Florida   2001 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General, Minor, Mass Communication

Grace Powers Grace Powers Tampa/St. Petersburg, Florida Area Details
Grace Powers's Raymond James Financial Inc. Experience August 2015 - Present
Job Senior Account Executive & Team Lead, Marketing at Raymond James Financial, Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial, Inc.   August 2015 - Present
Raymond James Financial Inc.   December 2014 - Present
Raymond James Financial Inc.   April 2013 - December 2014
Catalina Marketing  August 2012 - April 2013
New York Yankees  May 2011 - August 2011
Bush Ross, P.A.   May 2008 - August 2010

Skills
Advertising, Social Networking, Social Media Marketing, Microsoft Office, Social Media, Strategic Communications, Organizational..., Business Management, Fundraising, Account Management, Marketing Campaign..., Marketing Strategy, Brand Management, Financial Marketing

Education
University of Florida   2008 — 2012
Bachelor of Science (B.S.), Advertising

Adi Malik Adi Malik Chicago, Illinois Details
Adi Malik's Raymond James Financial Inc. Experience June 2008 - August 2008
Job Consultant at West Monroe Partners
Industry Management Consulting
Experience
West Monroe Partners  August 2014 - Present
Illinois Business Consulting  May 2013 - June 2014
8to18 Media  June 2013 - August 2013
LBP Manufacturing, Inc.   June 2013 - August 2013
IlliniVibe   December 2010 - July 2011
Raymond James Financial Inc.   June 2008 - August 2008

Skills
Data Analysis, Matlab, ImageJ, C, Management Consulting, Market Research, Financial Analysis, Product Development, Strategic Consulting, CRM, Team Leadership, Business Strategy, Project Management, Public Speaking, Engineering Design, Algorithm Development, Genetic Engineering, Synthetic Biology, Tissue Engineering, Simulink, Strategy, Start-ups, Analysis, Business Development

Education
University of Illinois at Urbana-Champaign   2010 — 2014
Bachelor of Science, Bioengineering

Kristina Sebesta Kristina Sebesta Houston, Texas Details
Kristina Sebesta's Raymond James Financial Inc. Experience January 2008 - February 2011
Job Assistant Proposal Writer
Industry Oil & Energy
Experience
CRI/Criterion  June 2015 - Present
Shell Oil Company  February 2011 - June 2015
Raymond James Financial Inc.   January 2008 - February 2011
I2KSoft, Inc   October 2006 - December 2007

Skills
Training, Human Resources, Event Management, Sales, Management, Logistics, Catering, Negotiation, Customer Service, Start-ups, Marketing, Hospitality, Microsoft Office, Event Planning, Budgets, Contract Negotiation, Leadership, Team Leadership, Team Building, Market Research, Teamwork, Project Planning, Strategic Planning

Education
University of Houston   2003 — 2006
Bachelor of Science (B.S.), Hotel, Motel, and Restaurant Management

Allie Branca, AAMS® Allie Branca, AAMS® Rockford, Illinois Details
Allie Branca, AAMS®'s Raymond James Financial Inc. Experience January 2013 - Present
Job Financial Advisor serving families and business professionals
Industry Financial Services
Experience
Raymond James Financial Inc.   January 2013 - Present
First National Bank and Trust Company  October 2007 - January 2011
Freedom Security Bank   September 2006 - July 2007

Skills
Retirement Planning, Wealth Management, Financial Planning, 401k, Investments, Financial Advisory, Mutual Funds, Stocks, Cash Management, Succession Planning, Estate Planning, Small Business, Small Business..., Life Insurance, Financial Goals, Saving for Education, Savings, Banking, 529 Plans, Social Security, Legacy Giving, Charitable Giving, Trust Services

Education
University of Iowa - Henry B. Tippie College of Business   2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General

Blake Brown Blake Brown Charlotte, North Carolina Details
Blake Brown's Raymond James Financial Inc. Experience October 2012 - July 2013
Job Senior Financial Analyst, AVP
Industry Financial Services
Experience
Bank of America  January 2015 - Present
Raymond James Financial Inc.   October 2012 - July 2013
Raymond James Financial Inc.   January 2011 - September 2012
The Walt Disney Company  January 2010 - June 2010
Alachua County School Board  January 2009 - December 2009

Skills
Bloomberg, Bonds, SAP, SQL, Financial Modeling, Wealth Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Finance, Investments, Risk Management, Securities, Forecasting, FINRA, Mutual Funds, Portfolio Management, Series 24, Series 7, Business Strategy, Process Improvement, Corporate Finance, Strategic Planning, Management, Analysis, Financial Analysis, Leadership, Strategy

Education
EMLYON Business School
Master's Degree, European Business Environment and Global Entrepreneurship

University of Florida Hough Graduate School of Business
Master's Degree, International Business, 3.85 GPA

University of Florida - Warrington College Of Business
Bachelor of Science (B.S.), Finance, 3.5

Brad Vander Ploeg Brad Vander Ploeg Greater Chicago Area Details
Brad Vander Ploeg's Raymond James Financial Inc. Experience April 2002 - April 2009
Job Director of U.S. Stress Testing Framework at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank  November 2014 - Present
Federal Reserve Bank of Chicago  August 2011 - October 2014
Howe Barnes Hoefer & Arnett  April 2010 - April 2011
Raymond James Financial Inc.   April 2002 - April 2009

Skills
Equity Research, Capital Markets, Financial Modeling, Financial Analysis, Valuation, Banking, Portfolio Management, Risk Management, Asset Management, Financial Risk, Corporate Finance, Investments, Hedge Funds, Financial Services, Economics, Strategic Planning, Data Analysis, Investment Banking, Equities

Education
University of Illinois at Urbana-Champaign   1985 — 1989
Bachelor of Science (B.S.), Economics

Isaiah Baez Isaiah Baez Saint Petersburg, Florida Details
Isaiah Baez's Raymond James Financial Inc. Experience June 2013 - January 2015
Job Research Associate at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management  January 2015 - Present
Raymond James Financial Inc.   June 2013 - January 2015
Raymond James & Associates  June 2012 - June 2013
Amazon.com  June 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Financial Modeling, Financial Analysis, Financial Market..., Access, Financial Reporting, Finance, Leadership, Risk Management

Education
University of Florida   2009 — 2012
Bachelor's Degree, Finance

Stephanie DeSear Stephanie DeSear Bradenton, Florida Details
Stephanie DeSear's Raymond James Financial Inc. Experience May 2008 - April 2013
Job Private Banker and Brokerage Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  November 2014 - Present
Wells Fargo  April 2013 - November 2014
Raymond James Financial Inc.   May 2008 - April 2013

Skills
Wealth Management, Series 7, Series 63, Uniform Combined State..., Retirement Planning, Series 65, Investment Advisory, 401k, Series 215, Life, Heath, and..., Series 66, Corporate Retirement..., Retirement, Banking, Wealth Accumulation, Insurance, Strategic Financial..., Securities, Fixed Annuities, IRAs, Financial Modeling, Investments, Alternative Investments, Mutual Funds, Portfolio Management, Financial Services, Asset Allocation, Estate Planning, Finance, Commercial Lending, Small Business Lending, Small Business, Financial Analysis, Loans, Credit, Mortgage Lending, Equities, Financial Planning

Education
University of Florida   2007 — 2010
Bachelors of Science, Finance, Economics

Douglas Brigman Douglas Brigman Tampa/St. Petersburg, Florida Area Details
Douglas Brigman's Raymond James Financial Inc. Experience November 2011 - Present
Job Director, Private Client Group Planning and Strategy at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   November 2011 - Present
Raymond James Financial Inc.   June 2008 - November 2011
Progressive Insurance  June 2006 - June 2008

Skills
Financial Modeling, Strategy, Financial Analysis, Cash Management, Competitive Analysis, Valuation, Investments, Product Management, Business Analysis, Business Strategy, Cross-functional Team..., Financial Services, Analytics, Process Improvement, Portfolio Management, Private Equity, Due Diligence, Mergers & Acquisitions, Risk Management, Finance, Forecasting, Corporate Finance, Business Planning

Education
University of Virginia - Darden Graduate School of Business Administration   2004 — 2006
Master of Business Administration (MBA), General Management

University of Florida   1996 — 2000
Bachelor of Science (BS), Industrial Engineering

Angela Moates Angela Moates Jacksonville, Florida Area Details
Angela Moates's Raymond James Financial Inc. Experience May 2001 - August 2001
Job Portfolio Manager Business Banking
Industry Banking
Experience
Regions Financial Corporation  July 2014 - Present
The Jacksonville Bank  September 2012 - July 2014
Essex Savings Bank  June 2003 - August 2012
Raymond James Financial Inc.   May 2001 - August 2001

Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Credit Risk, Small Business Lending, Underwriting, Portfolio Management, Financial Analysis, Financial Risk, Loan Origination, Consumer Lending, Mortgage Lending, Lines Of Credit, Commercial Mortgages, SBA, Retail Banking, Construction Loans, Mortgage Servicing, Loan Servicing, Cash Management, Asset Based Lending

Education
University of Florida
Master of Business Administration (M.B.A.), International Business, GPA: 3.8 of 4.0

University of Florida - Warrington College of Business Administration
Bachelor of Business Administration (B.B.A.), Economics and Mass Communication, GPA: 3.8 of 4.0

Steven Hutchins Steven Hutchins Houston, Texas Details
Steven Hutchins's Raymond James Financial Inc. Experience May 2006 - October 2012
Job Product Control Energy Markets
Industry Financial Services
Experience
Macquarie Group  November 2014 - Present
World Fuel Services  December 2013 - October 2014
World Fuel Services  October 2012 - December 2013
Raymond James Financial, Inc  May 2006 - October 2012
Depository Trust and Clearing Corporation  June 2005 - May 2006
Masters Capital Management, LLC  June 2004 - July 2004

Skills
OTC Derivatives, Middle Office, Financial Reporting, Finance, Data Analysis, Product Control, US GAAP, Bloomberg, Auditing, VAR, Financial Risk, Equities, Strategy, Risk Management, Financial Modeling, Microsoft Excel, Hedging, Portfolio Management, Account Reconciliation, Collateral Management, Settlement, Fixed Income, Financial Statements, Financial Analysis, Derivatives, Investments, Valuation, Bloomberg Terminal, Asset Management, Hedge Funds, Capital Markets, Investment Banking, Trading, Options, Analysis, Swaps, Accounting, Financial Services

Education
University of Florida - Warrington College Of Business   2011 — 2012
Masters, Business Administration

University of Tampa - John H. Sykes College of Business   2003 — 2005
Bachelors, Finance, Economics

Emily Roberts Emily Roberts Saint Petersburg, Florida Details
Emily Roberts's Raymond James Financial Inc. Experience October 2014 - Present
Job Assistant Marketing Manager Content Marketing at Raymond James Financial Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial Inc.   October 2014 - Present
Emily Katharine Photography   August 2012 - Present
Raymond James Financial Inc.   June 2013 - October 2014
Naylor, LLC  August 2012 - December 2012
Carrabba's Italian Grill  February 2009 - August 2012
Corks & Colors Studio   August 2011 - December 2011
Gift-Library.com   May 2011 - August 2011

Skills
Social Media, Photoshop, Digital Photography, Marketing, Microsoft Excel, Blogging, Newsletters, PowerPoint, Microsoft Word, Public Speaking, Editing, Wordpress, Research, Market Research, film photography, Adobe Lightroom, Customer Service, Account Management

Education
University of Florida   2012 — 2013
Master of Arts (MA), International Business

University of Florida   2009 — 2012
Bachelor of Science (B.S.), Marketing

Foundation for International Education   2011 — 2011

Community School of Naples   2004 — 2008

Amanda Pilcher, CAMS Amanda Pilcher, CAMS Saint Petersburg, Florida Details
Amanda Pilcher, CAMS's Raymond James Financial Inc. Experience May 2013 - Present
Job OFAC/ FCPA Officer at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   May 2013 - Present
Wunderlich Securities  August 2009 - April 2013
Morgan Keegan  2007 - 2009
AmSouth Bank  2000 - 2007

Skills
Series 7, Series 24, Series 63, Series 4, Series 53, Series 27, Series 9, Series 10, Investment Advisor..., FINRA

Education
University of Iowa
Bachelor of Science, Biology, Mathematics

Brent Crenshaw Brent Crenshaw Tampa/St. Petersburg, Florida Area Details
Brent Crenshaw's Raymond James Financial Inc. Experience October 2012 - Present
Job Education Specialist at Raymond James Financial Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial Inc.   October 2012 - Present
Prestige Leadership Advisors   July 2012 - October 2012
Valpak  January 2007 - March 2012
Raymond James Financial Inc.   October 2002 - January 2007
Raymond James Financial Inc.   December 1999 - September 2002

Skills
Leadership Development, Lean Manufacturing, Business Coaching, Project Coordination, Project Planning, Database Administration, Team Building, Collaborative Problem..., Leadership, Coaching, Training, Staff Development, Project Management, Instructional Design, Program Management, Management, E-Learning, Employee Training, Time Management, Marketing, Marketing Strategy, Workshop Facilitation, Public Speaking, Business Development, Advertising, Organizational...

Education
University of Florida   1995 — 1999
Bachelor of Science, Public Relations

Brad Bartlett Brad Bartlett Gainesville, Florida Details
Brad Bartlett's Raymond James Financial Inc. Experience August 2012 - Present
Job Asset Manager at Raymond James Financial Inc.
Industry Commercial Real Estate
Experience
Raymond James Financial Inc.   August 2012 - Present
The Collier Companies  August 2011 - August 2012
The Collier Companies  September 2007 - December 2010
Davis Heritage   April 2004 - April 2007
Contemporary Management Concepts, Inc   June 2001 - July 2003

Education
University of Florida - Hough Graduate School of Business   2012 — 2013
MBA

University of Florida - Warrington College Of Business
BS, Finance

Lee Hoelzle Lee Hoelzle Saint Petersburg, Florida Details
Lee Hoelzle's Raymond James Financial Inc. Experience 1998 - 2003
Job Software Developer at A very large financial service firm
Industry Financial Services
Experience
A very large financial service firm   August 2002 - Present
Raymond James Financial Inc.   1998 - 2003

Skills
Informatica, PL/SQL, Actuate Reporting

Education
University of Florida   1992 — 1996
Bachelor of Science (B.S.), Computer Engineering

Oscar Harrison Oscar Harrison San Francisco Bay Area Details
Oscar Harrison's Raymond James Financial Inc. Experience October 2012 - April 2013
Job VP, Wealth Management, at Sorrento Pacific Finanacial LLC; FB Financial Services, A Division of Fremont Bank
Industry Financial Services
Experience
Sorrento Pacific Finanacial LLC; FB Financial Services, A Division of Fremont Bank   April 2013 - Present
A&O Carriers LLC.   February 2012 - Present
Raymond James Financial Inc.   October 2012 - April 2013
Merrill Lynch  August 2008 - August 2012
Bank of America  January 2005 - September 2008

Skills
Financial Services, Asset Allocation, Investment Advisory, Mutual Funds, Alternative Investments, Financial Advisory, Securities, Risk Management, Investments, Retirement Planning, Equities, Asset Management, Fixed Income, Asset Managment

Education
US Navy War College   1992 — 1993

University of Houston   1987 — 1990

Karthik Rajan Karthik Rajan Jacksonville, Florida Details
Karthik Rajan's Raymond James Financial Inc. Experience June 2014 - August 2014
Job Bachelor's in Finance/ Master's in Informations Systems & Operations Management at the University of Florida
Industry
Experience
Johnson & Johnson  June 2015 - August 2015
Raymond James Financial Inc.   June 2014 - August 2014
GE Capital  June 2014 - June 2014

Education
University of Florida   2013 — 2017
Master’s Degree, Information Systems and Operations Management, 4.00

University of Florida   2013 — 2017
Bachelor of Science (BS), Finance, 3.78

Lakshmanan Narayanan Lakshmanan Narayanan Greater New York City Area Details
Lakshmanan Narayanan's Raymond James Financial Inc. Experience April 2012 - September 2014
Job Service Delivery Manager at LiquidHub
Industry Computer Software
Experience
IBM  March 2015 - Present
LiquidHub  September 2014 - February 2015
Raymond James Financial Inc.   April 2012 - September 2014
DTE Energy  July 2011 - April 2012
Comerica Bank  August 2009 - July 2011
Ascendant Technology  June 2007 - March 2009
West Marine  January 2007 - May 2007
TamGroup   2007 - 2007
Holland America Line  September 2006 - December 2006
IBM  January 2006 - May 2006

Skills
WebSphere Portal, WebSphere Application..., Websphere, Enterprise Architecture, SOA, SDLC, Unix, Java Enterprise Edition, Web Services, DB2, Servers, AIX, Disaster Recovery, Linux, Oracle, Integration

Education
University of Indianapolis   2000 — 2003
Bachelor of Science, Business Administration and Management, General

PSBB   1998 — 2000
High School Diploma, Computer Science

Chettinad Vidyashram   1987 — 1998

Amy Lapwing Amy Lapwing Riverview, Florida Details
Amy Lapwing's Raymond James Financial Inc. Experience February 2001 - January 2009
Job Copy Editor / Technical Writer
Industry Writing and Editing
Experience
Hillsborough County Public Schools  September 2013 - Present
Self  August 2013 - September 2013
Raymond James Financial Inc.   February 2001 - January 2009
Marimark Synchronized Communications   September 2000 - February 2001
Raymond James Financial Inc.   December 1998 - September 2000
Raymond James Financial Inc.   December 1997 - December 1998

Skills
Copy Editing, Proofreading, Technical Writing, Technical Communication, Copywriting, Online Help, Newsletters, Publications, Manuals, Blogging, Web Content, SnagIt, Web Content Management, Press Releases, Software Documentation, RoboHelp, Captivate, Brochures, Advertising, Marketing, Editorial, Publishing, Internal Communications

Education
University of Florida   1992 — 1996
Bachelor's degree, Journalism

Alexander Marty Alexander Marty Atlanta, Georgia Details
Alexander Marty's Raymond James Financial Inc. Experience June 2015 - Present
Job Equity Research Associate, Restaurants at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc.   June 2015 - Present
SunTrust Robinson Humphrey  June 2014 - August 2014
Anthos Capital  September 2013 - December 2013
Noble Life Science Partners   May 2013 - August 2013
Ozzie deFaria for U.S. Congress   June 2012 - August 2012
Romney for President  May 2012 - August 2012

Skills
Investment Banking, Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Management Consulting, Microsoft Office, Bloomberg, Financial Risk, Microsoft Word, PowerPoint, Hedge Funds, Venture Capital, Capital Markets, Equity Research, Public Speaking, Capital IQ, DCF Valuation, Equity Valuation, Business Valuation, Economics, Mergers & Acquisitions, Public Equity Offerings, Political Campaigns, Strategic Communications, Restaurants, Political Communication, Political Consulting

Education
University of Florida - Warrington College Of Business   2012 — 2015
Bachelor of Science (B.Sc.), Finance, General. Minor in Entrepreneurship.

American Heritage School   2007 — 2011
High School Diploma, High School Diploma

Michelle DiSanto, CISSP Michelle DiSanto, CISSP New Port Richey, Florida Details
Michelle DiSanto, CISSP's Raymond James Financial Inc. Experience March 2008 - Present
Job Senior Security Systems Engineer at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   March 2008 - Present
Raymond James Financial Inc.   March 1990 - February 2008

Skills
Microsoft Technologies, Messaging Technologies, Email Encryption, Mobile Device Management, PKI, IAS, DHCP, DNS, Active Directory, Information Security, Servers, CISSP, Operating Systems, Project Management, Computer Security, Troubleshooting, Information Security..., Technical Support, Mobility Strategy, iOS, TMG, Endpoint Security

Education
University of Iowa   1983 — 1987
Bachelor of Business Administration

Rob Richard Rob Richard Tampa/St. Petersburg, Florida Area Details
Rob Richard's Raymond James Financial Inc. Experience January 2014 - September 2015
Job Lead Developer
Industry Computer Software
Experience
Mad Mobile  September 2015 - Present
Raymond James Financial Inc.   January 2014 - September 2015
Raymond James Financial Inc.   February 2013 - January 2014
Raymond James Financial Inc.   March 2008 - February 2013
CAE  January 2007 - March 2008
SumTotal Systems  January 2006 - September 2006

Skills
.NET, AngularJS, Software Engineering, Java, Java Enterprise Edition, C#, Visual Studio, Software Development, Security, Web Development, SDLC, Web Services, C++, IIS, ASP.NET, WCF, WPF, SOA, jQuery, Information Security, Enterprise Architecture, Unix, Microsoft SQL Server, SQL, Architectures, Mobile Applications

Education
University of Florida   2002 — 2006
Bachelor of Science (B.S.), Computer Engineering, Magna Cum Laude

Layton Hiller Layton Hiller Houston, Texas Area Details
Layton Hiller's Raymond James Financial Inc. Experience August 2011 - December 2011
Job NYMEX Trade Analyst at BP
Industry Higher Education
Experience
BP  August 2014 - July 2015
BP  July 2013 - July 2014
BP  June 2012 - August 2012
Raymond James Financial Inc.   August 2011 - December 2011
Atlanta Braves  June 2008 - June 2010

Skills
Microsoft Excel, Visual Basic, Outlook, Microsoft Word, Access, PowerPoint, GasPro, Bentek, Energy Velocity

Education
University of Houston
Bachelor of Business Administration, Finance

Chase O'Malley, CFA Chase O'Malley, CFA Tampa/St. Petersburg, Florida Area Details
Chase O'Malley, CFA's Raymond James Financial Inc. Experience June 2009 - Present
Job Alternative Investments Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   June 2009 - Present
Raymond James Financial Inc.   June 2008 - June 2009
Lehman Brothers  May 2007 - August 2007

Skills
Hedge Funds, Private Equity, Real Estate, Managed Futures, Asset Managment, Investment Management..., VBA, Alternative Investments, Valuation Modeling, Series 7, Asset Management, Financial Analysis, Bloomberg, Due Diligence, Microsoft Excel, Equities, Equity Research, Financial Modeling, Investment Management, Investments, Mutual Funds, Portfolio Management, Structured Products

Education
University of Florida   2004 — 2008
B.S., Finance

James Balkite James Balkite Cupertino, California Details
James Balkite's Raymond James Financial Inc. Experience June 1998 - August 1998
Job Business Intelligence Specialist at Apple
Industry Consumer Electronics
Experience
Apple  September 2013 - Present
Booz Allen Hamilton  May 2008 - September 2013
United Space Alliance  1999 - 2008
Green Mountain Energy Company  October 2005 - November 2006
University of Florida  1997 - 1999
Raymond James Financial Inc.   June 1998 - August 1998

Skills
Requirements Analysis, Integration, ColdFusion, Oracle, SDLC, CMMI, Software Project..., SQL, Business Intelligence, Data Modeling, Microsoft SQL Server, Database Design, Essbase, Data Warehousing, Visual Basic, PeopleSoft

Education
University of St. Thomas (TX)   2004 — 2006
MBA, Information Systems

University of Florida - Warrington College Of Business   1995 — 1999
Bachelor of Science (B.S.), Decision and Information Science

Ben Crayton, CAIA Ben Crayton, CAIA Tampa/St. Petersburg, Florida Area Details
Ben Crayton, CAIA's Raymond James Financial Inc. Experience May 2012 - Present
Job Alternative Investments Group Product Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   May 2012 - Present
University of Florida  January 2011 - December 2011
Franklin Templeton Investments  May 2011 - August 2011

Skills
Alternative Investments, Structured Products, Series 7, Hedge Funds, Fund Of Funds, CAIA, Options, Private Equity, Mutual Funds

Education
University of Florida - Warrington College Of Business   2008 — 2012
Bachelor of Science (BS), Finance

Isha Agarwal Isha Agarwal San Francisco, California Details
Isha Agarwal's Raymond James Financial Inc. Experience March 2013 - Present
Job Application Developer at Raymond James Financial Inc.
Industry Computer Software
Experience
Raymond James Financial Inc.   March 2013 - Present
CSX Transportation  May 2012 - November 2012
Vodafone  May 2010 - July 2010

Skills
C#, Java, Microsoft SQL Server, Software Development, ASP.NET, Eclipse, UML, HTML, CSS, JavaScript, PHP, XAMPP, Photoshop, Web Services, Databases, Testing, jQuery, Powershell, Visual Studio, WPF Development, WCF, SoapUI, Domain Driven Design, Entity Framework, TFS, IoC

Education
University of Florida   2011 — 2012
Master's Degree, Computer and Information Systems Engineering

Jaypee Institute of Technology   2007 — 2011
Bachelor's Degree, Computer Science

Jonathan Cheatham Jonathan Cheatham Saint Petersburg, Florida Details
Jonathan Cheatham's Raymond James Financial Inc. Experience November 2012 - Present
Job Compliance Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   November 2012 - Present
Florida Credit Union  October 2011 - October 2012
CVS Caremark Corporation  May 2007 - October 2011

Skills
Series 7, Customer Service, Microsoft Excel, Accounts Payable, Financial Analysis, Loans, Series 24, Public Speaking, Auditing, Credit, Event Planning, Time Management

Education
University of Florida   2009 — 2011
Bachelor of Science in Business Administration

Matt Stuart Matt Stuart Tampa, Florida Details
Matt Stuart's Raymond James Financial Inc. Experience November 2007 - April 2012
Job Senior Institutional Client Portfolio Specialist at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management  January 2015 - Present
Eagle Asset Management  November 2012 - Present
Transamerica Asset Management  April 2012 - November 2012
Raymond James Financial Inc.   November 2007 - April 2012

Skills
Series 7, Series 66, Series 24, Asset Allocation, Chartered Financial..., Investment Advisory, Mutual Funds, Portfolio Management, Securities, Series 63, Uniform Combined State..., Wealth Management

Education
CFA Institute
2015 Level III Candidate in the CFA Program

University of Florida   2012 — 2014
Master of Business Administration (MBA)

University of Tampa
Bachelor of Science (BS), Marketing

University of Miami

Marvin Joubert Marvin Joubert Houston, Texas Area Details
Marvin Joubert's Raymond James Financial Inc. Experience May 2009 - Present
Job Registered Investment Advisor Representative at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   May 2009 - Present
Morgan Stanley Dean Witter  May 1986 - April 2004

Education
University of Houston, C.T. Bauer College of Business   1971 — 1978
B.A., Finance

Stark H.S.

Nicole Hisler Nicole Hisler Tampa/St. Petersburg, Florida Area Details
Nicole Hisler's Raymond James Financial Inc. Experience June 2015 - Present
Job Director, Corporate Marketing at Raymond James Financial, Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial, Inc.   June 2015 - Present
Raymond James Financial Inc.   January 2014 - June 2015
University of Florida  August 2011 - May 2014
Raymond James Financial Inc.   September 2012 - January 2014
Raymond James Financial Inc.   October 2011 - September 2012
MatchedMarketing   December 2008 - October 2011
PAETEC  February 2008 - December 2008
PAETEC  November 2007 - February 2008
PAETEC  April 2006 - November 2007
The HLA Group, Marketing Agency   January 2005 - April 2006

Skills
Online Marketing, Marketing Strategy, PPC, SEM, Web Analytics, Keyword Research, Organic Search, SEO copywriting, Keyword Analysis, Search Analysis, Online Advertising, Lead Generation, Marketing, Strategic Partnerships, Social Media Marketing, Social Networking, SEO, Marketing Management, Social Media, Marketing Research, Event Planning, Web Marketing, Email Marketing, Training, Strategic Planning, Small Business

Education
University of Florida   1998 — 2002
Bachelor of Science (B.S.), Marketing

Christopher C. Uhrig Christopher C. Uhrig Boca Raton, Florida Details
Christopher C. Uhrig's Raymond James Financial Inc. Experience December 2010 - January 2013
Job Vice President at Z9 Capital
Industry Capital Markets
Experience
Z9 Capital   September 2015 - Present
Ulti-Mobile, LLC   January 2013 - Present
ADT  February 2013 - September 2015
Raymond James Financial Inc.   December 2010 - January 2013

Skills
Strategic Financial..., Finance, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Restructuring, Capital Markets, Analysis, Strategy, Investment Banking, Financial Planning

Education
University of Florida   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, 3.5

Courtney Haddad Courtney Haddad Tampa/St. Petersburg, Florida Area Details
Courtney Haddad's Raymond James Financial Inc. Experience January 2011 - June 2012
Job Vice President, Director of Branch Supervision at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   February 2002 - Present
Raymond James Financial Inc.   January 2011 - June 2012
Morgan Stanley  October 1998 - December 2001

Skills
Series 7, Series 63, Securities, Investments, Strategic Financial..., Series 24, Mutual Funds, Finance, Financial Advisory, Insurance, Management, Investment Advisory, Fixed Annuities, Estate Planning, FINRA, Wealth Management, Options, Asset Allocation

Education
University of Florida   1994 — 1998
BS, Economics

Clearwater Central Catholic   1990 — 1994

Wharton School of Business

Dylan D. Henderson Dylan D. Henderson Tampa/St. Petersburg, Florida Area Details
Dylan D. Henderson's Raymond James Financial Inc. Experience May 2014 - Present
Job Operations Associate, Alternative Investments Group at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   May 2014 - Present
CBRE  May 2013 - July 2013
Northwestern Mutual Financial Network  May 2012 - December 2012
Sheaffer Boats   May 2011 - July 2011

Skills
Wealth Accumulation, Mezzanine, Debt Restructuring, Equity Capital Markets, Loan Servicing, Correspondent Banking, Organizational..., Organizational..., Public Relations, Mortgage Lending, Portfolio Management, Loans, Real Estate, Investments, Finance, Public Speaking

Education
University of Florida   2013 — 2014
Master of Science (MS), Real Estate

University of Florida   2010 — 2014
Bachelor of Business Administration (BBA), Finance, General and Real Estate

H.B. Plant High School   2006 — 2010

Joanne Ray Joanne Ray Saint Petersburg, Florida Details
Joanne Ray's Raymond James Financial Inc. Experience January 2013 - Present
Job Assistant Marketing Manager
Industry Marketing and Advertising
Experience
Raymond James Financial Inc.   January 2013 - Present
Girls Place, Inc.   October 2012 - December 2012
Hearst Media Services  June 2012 - September 2012
Star-Banner  April 2010 - June 2012
Beef O Brady's  October 2009 - April 2010
WEDU  January 2009 - March 2010
Shand's Hospital at the University of Florida Medical CenterDivision of Pulmonary   August 2004 - August 2009
Gator Country Multimedia, Inc.   August 2008 - December 2008

Skills
Social Media, Wordpress, SEM, Facebook, Digital Media, Sales, Competitive Analysis, Social Media Marketing, Social Networking, Newspaper, Blogging, New Media, Marketing Strategy, Public Relations, Online Advertising, Marketing, Editing, Advertising, Marketing Communications, Digital Strategy, SEO, Newsletters, Online Marketing

Education
University of Florida   2004 — 2009
Bachelor's of Science, Telecommunications

Sickles High School

Sickles High School

Lindsey Carter Rea Lindsey Carter Rea Greater Memphis Area Details
Lindsey Carter Rea's Raymond James Financial Inc. Experience July 2007 - Present
Job Fixed Income Investment Banking
Industry Investment Banking
Experience
Raymond James Financial Inc.   July 2007 - Present
Regions Bank  2006 - 2006

Skills
Series 7, Series 63, Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Investment Banking, Bonds, Credit Analysis, Bloomberg, Finance

Education
University of Mississippi   2006 — 2007
BBA, Finance

University of Florida - Warrington College of Business Administration   2003 — 2005
Finance

Alina Jerjomina Alina Jerjomina Saint Petersburg, Florida Details
Alina Jerjomina's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Investment Banking Analyst at Raymond James Financial
Industry Investment Banking
Experience
University of Georgia Athletic Association  August 2014 - May 2015
UGA Student Managed Investment Fund   August 2013 - May 2015
Raymond James Financial Inc.   May 2014 - August 2014
University of Georgia Athletic Association  August 2013 - May 2014
UGA Women's Tennis Team   August 2010 - May 2014
SunTrust Robinson Humphrey  May 2013 - July 2013
Women's Tennis Association (WTA)   March 2009 - January 2010

Skills
Teamwork, Discipline, Microsoft Office, Team Leadership, Highly detail oriented, Organization, Adaptability, Self-driven, Photoshop, Training, Analysis, Management, PowerPoint, Leadership, Microsoft Excel

Education
University of Georgia - Terry College of Business   2010 — 2015
Bachelor of Business Administration (B.B.A.), Banking & Finance, International Business, and Risk Management & Insurance

Manuela Cabral Fly Manuela Cabral Fly Houston, Texas Area Details
Manuela Cabral Fly's Raymond James Financial Inc. Experience October 2012 - April 2014
Job CABRAL ADVISORS LLC with Independent Financial Group
Industry Financial Services
Experience
Cabral Advisors, LLC   April 2014 - Present
Raymond James Financial Inc.   October 2012 - April 2014
Commonwealth Financial Network  2007 - October 2012
Locke Liddell & Sapp LLP  2006 - 2006
Howrey LLP  2001 - 2006
Winstead  1999 - 2001

Skills
Commercial Litigation, Series 7, Litigation, Civil Litigation, Trials, Legal Advice, Legal Research, Trademarks, Patent Litigation, Litigation Support, Sales, Westlaw, Legal Writing, Patents, Intellectual Property, Investments, Customer Service, Document Review, Appeals, Courts, Product Liability, Arbitration, Trade Secrets, Licensing

Education
University of Houston
Undergraduate courses

Harris County Comm College
Undergraduate courses

Suzy Schneider Suzy Schneider Tampa/St. Petersburg, Florida Area Details
Suzy Schneider's Raymond James Financial Inc. Experience March 2014 - Present
Job Manager, Agency Operations and Traffic at Raymond James Financial Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial Inc.   March 2014 - Present
Raymond James Financial Inc.   March 2012 - March 2014
Raymond James Financial Inc.   January 2010 - February 2012
Raymond James Financial Inc.   March 2008 - January 2010
Publix  March 2005 - March 2008

Skills
Brand Management, Marketing Strategy, Marketing Communications, Marketing, Advertising, Email Marketing, Social Media Marketing, Integrated Marketing, CRM, Competitive Analysis, Market Research

Education
University of Florida - Warrington College of Business Administration   2000 — 2004
BS, Marketing

Pensacola High School   1996 — 2000

Matt Ransom Matt Ransom Tampa/St. Petersburg, Florida Area Details
Matt Ransom's Raymond James Financial Inc. Experience August 2014 - Present
Job Vice President New Financial Advisor Development at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   August 2014 - Present
Raymond James Financial Services  March 2006 - July 2014
Raymond James Financial Services  June 2004 - March 2006
Raymond James Financial  June 2003 - June 2004

Education
University of Florida   1999 — 2003
Bachelors, Management

Tom Mulligan, CFA Tom Mulligan, CFA San Diego, California Details
Tom Mulligan, CFA's Raymond James Financial Inc. Experience June 1997 - August 1997
Job Director, Product Management and RFP at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners  November 2014 - Present
Brandes Investment Partners  February 2014 - November 2014
Investment Management  April 2013 - February 2014
Allianz Global Investors  January 2008 - April 2013
Raymond James Asset Management Services   April 2007 - January 2008
Eagle Asset Management  May 2003 - April 2007
Eagle Asset Management  March 2000 - June 2003
Eagle Asset Management  June 1998 - March 2000
Raymond James Financial Inc.   June 1997 - August 1997
Prudential Securities  May 1994 - August 1996

Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Marketing, Leadership, Asset Allocation, Investment Management, Management, Analysis, Series 7, Equities, Financial Services, CRM, Asset Managment, Fixed Income, Relationship Management, Series 63, Series 65

Education
University of Florida - Warrington College Of Business   1996 — 1998
MBA, Security Analysis, Finance

University of Florida   1987 — 1991
BSBA, Finance

Archbishop Curley-Notre Dame   1983 — 1987

Kirk Forrest Kirk Forrest Saint Petersburg, Florida Details
Kirk Forrest's Raymond James Financial Inc. Experience June 2015 - August 2015
Job Investment Strategy Intern at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   June 2015 - August 2015
Raymond James Financial Inc.   May 2014 - August 2014
St. Petersburg Yacht Club  2011 - 2012

Skills
Problem Solving, Leadership, Teamwork, Idea Incubation, Critical Thinking, Microsoft Excel, Presentations, Communication, Research, Investment Strategies, Product Innovation, Report Writing, Security Analysis, Asset Allocation, Equities, Fixed Income, Mutual Funds, Relationship Building, Matlab, Strategic Thinking, Budgeting, Mathematics, Economics, Travel, Marketing

Education
University of Florida   2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Economics

Josh Hall Josh Hall Tampa/St. Petersburg, Florida Area Details
Josh Hall's Raymond James Financial Inc. Experience October 2006 - February 2009
Job Marketing Communications Manager
Industry Online Media
Experience
Laser Spine Institute  April 2014 - Present
Syniverse  September 2013 - April 2014
WellCare  April 2012 - September 2013
Visit St. Pete/Clearwater   February 2009 - April 2012
Raymond James Financial Inc.   October 2006 - February 2009

Skills
Public Relations, Social Media, Social Media Marketing, Marketing Communications, Media Relations, Web Content, Facebook, Journalism, Digital Media, Content Strategy, Editing, Corporate Social Media, Copywriting, Writing, News Writing, Feature Articles, Publications

Education
University of Florida   2002 — 2006
BS, Journalism, Magna cum laude

Tammy Tanner, MBA Tammy Tanner, MBA Tampa/St. Petersburg, Florida Area Details
Tammy Tanner, MBA's Raymond James Financial Inc. Experience August 2010 - October 2013
Job VP, Compensation Manager at Citi
Industry Financial Services
Experience
Citi  June 2015 - Present
Citi  January 2015 - June 2015
Citi  October 2013 - December 2014
Raymond James Financial Inc.   August 2010 - October 2013
Raymond James Financial Inc.   July 2006 - August 2010
Raymond James Financial Inc.   June 1999 - July 2006

Skills
Financial Analysis, Finance, Deferred Compensation, Payroll, Salary, Analysis, Forecasting, Recruiting, Management, Cost Accounting, Financial Statements, Retail, PeopleSoft, Financial Modeling, Accounting, Financial Reporting, Process Improvement, Corporate Finance, Budgets, Variance Analysis, Account Reconciliation

Education
University of South Florida   2003 — 2005
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services

University of Florida   1995 — 1999
Bachelor of Science (BS), Accounting

David Seider David Seider Tampa/St. Petersburg, Florida Area Details
David Seider's Raymond James Financial Inc. Experience June 2012 - July 2014
Job Senior Associate at Ballast Point Ventures
Industry Venture Capital & Private Equity
Experience
Ballast Point Ventures  August 2014 - Present
Raymond James Financial Inc.   June 2012 - July 2014
Fortegra Financial  June 2011 - May 2012

Skills
Venture Capital, Financial Analysis, Finance, Private Equity, Mergers & Acquisitions, Strategy, Valuation, Investment Banking, Corporate Development, Analysis, Leadership

Education
University of Florida - Warrington College Of Business   2007 — 2011
Business Administration

Lindsey Collier Lindsey Collier Tampa/St. Petersburg, Florida Area Details
Lindsey Collier's Raymond James Financial Inc. Experience January 2014 - Present
Job Marketing Senior Product Analyst
Industry Financial Services
Experience
Raymond James Financial Inc.   January 2014 - Present
Raymond James Financial  June 2006 - January 2014

Skills
Series 7, Strategic Planning, Investments, Securities, Portfolio Management, Financial Analysis, Equities, Investment Advisory, Asset Management, Financial Modeling, Mutual Funds, Wealth Management, Fixed Income, Asset Allocation, Finance, Strategic Financial..., Series 63

Education
University of Florida - Warrington College Of Business   2011 — 2012
Masters in Business Administration

University of South Florida   2002 — 2006
BA, Finance

Alan Salinas Alan Salinas Tampa, Florida Details
Alan Salinas's Raymond James Financial Inc. Experience April 2014 - Present
Job Equity Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   April 2014 - Present
Raymond James Financial Inc.   June 2013 - April 2014
UF Recreational Sports Board of Directors   August 2011 - May 2013
Principal Financial Group  June 2012 - August 2012

Skills
Hebrew, Strategy, Management, Microsoft Excel, Spanish, Microsoft Office, Investment Strategies, Budgets, Sales, Financial Advisory, Mutual Funds, Trading, Investments, Financial Services, Portfolio Management

Education
University of Florida Hough Graduate School of Business   2012 — 2013
Master of Science, Finance

University of Florida - Warrington College Of Business   2009 — 2012
Bachelor of Science, Business Administration

Julio C. Vila Julio C. Vila Tampa/St. Petersburg, Florida Area Details
Julio C. Vila's Raymond James Financial Inc. Experience January 2015 - Present
Job Application Developer at Raymond James Financial Inc.
Industry Computer Software
Experience
Raymond James Financial Inc.   January 2015 - Present
JPMorgan Chase  June 2013 - January 2015
University of South Florida  March 2013 - June 2013
Sunera LLC  January 2013 - March 2013
Freelancer.com  December 2008 - December 2012

Skills
Web Applications, jQuery, SQL, Java, HTML5, CSS3, MVC, JavaScript, Backbone.js, Agile Methodologies, Spring, Web Services, REST, AngularJS, Node.js, MongoDB, WebSockets, CSS, Spring Framework

Education
University of Havana
Bachelor’s Degree, Computer Science

University of South Florida
Bachelor of Science (BS), Computer Science

Earl Hoskins Earl Hoskins High Springs, Florida Details
Earl Hoskins's Raymond James Financial Inc. Experience June 2008 - July 2010
Job Owner at A Clean Machine LLC
Industry Automotive
Experience
A Clean Machine LLC   January 2015 - Present
Staples Business Advantage  August 2011 - Present
Raymond James Financial Inc.   June 2008 - July 2010

Skills
Cold Calling, New Business Development, Solution Selling, Team Building

Education
University of South Florida   1997 — 1999
Finance, Business

University of Florida   1990 — 1992
Associate of Arts (AA)

Lilly Atkinson Lilly Atkinson Tampa, Florida Details
Lilly Atkinson's Raymond James Financial Inc. Experience May 2014 - Present
Job Corporate Lending Intern at Raymond James Financial Inc.
Industry Accounting
Experience
Raymond James Financial Inc.   May 2014 - Present

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Analysis, Customer Service, Research

Education
University of Florida   2013 — 2018

Marc Magnarella Marc Magnarella Orlando, Florida Details
Marc Magnarella's Raymond James Financial Inc. Experience May 2007 - August 2007
Job Senior Pricing Analyst at Darden
Industry Entertainment
Experience
Darden  January 2015 - Present
The Walt Disney Company  February 2012 - January 2015
The Walt Disney Company  November 2010 - February 2012
The Walt Disney Company  November 2008 - November 2010
Raymond James Financial Inc.   May 2007 - August 2007
Merrill Lynch  May 2004 - July 2006

Skills
Microsoft Office (Word,..., Business Objects (RMSR,..., Project Management, Forecasting, Management, Leadership, Pricing, Analysis, Financial Modeling, Strategic Planning, Marketing

Education
University of Florida   2006 — 2008
MBA, Finance and Management

University of Florida   2000 — 2004
Bachelor of Science, Finance

Eastside High School   1996 — 2000
International Baccalaureate Diploma

Scott Heger Scott Heger Tampa/St. Petersburg, Florida Area Details
Scott Heger's Raymond James Financial Inc. Experience September 2005 - June 2006
Job CoFounder Identity Fusion, Inc.
Industry Information Technology and Services
Experience
Identity Fusion, Inc.   September 2013 - Present
Lifedash, Inc.   January 2012 - September 2013
GCA Technology Services (GCA)   July 2006 - January 2012
Raymond James Financial Inc.   September 2005 - June 2006
GCA Technology Services (GCA)   July 2001 - September 2005
GCA Technology Services (GCA)   September 1998 - July 2001
Duke Energy Corporation  October 1997 - August 1998
Duke Energy Corporation  January 1995 - October 1997

Skills
OpenAM, OpenDJ, OAuth, SAML 2.0, Identity Management, LDAP, Solaris, Sun, REST, Cloud Computing, Apache, Virtualization, IAM, Architecture, Siteminder, SSO, Federation, Enterprise Software, OpenIDM, Professional Services, JBoss Application Server, Java Enterprise Edition, Security, PKI, Middleware, High Availability, Open Source, Oracle, Architectures, SOA, Federated Identity..., Unix, ForgeRock, SAML, Solaris 8/9/10, Linux, jQuery

Education
University of Florida   1992 — 1994
BS, Business Administration

Lee M Thurston High School

Lee M Thurston High School

Ryan Pratt Ryan Pratt Gainesville, Florida Details
Ryan Pratt's Raymond James Financial Inc. Experience May 2013 - August 2013
Job Analyst Financial Operations and Billing at Verizon
Industry Financial Services
Experience
Verizon  June 2014 - Present
Raymond James Financial Inc.   May 2013 - August 2013
Oscor Inc.  May 2012 - August 2012
Oscor Inc.  June 2011 - August 2011

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Customer Service, Event Planning, Facebook, HTML, Leadership, Teamwork, Social Media Marketing, Sales, Analysis

Education
University of Florida   2010 — 2014
Bachelor's Degree, Finance

East Lake

Jeff Friedberg Jeff Friedberg Tampa/St. Petersburg, Florida Area Details
Jeff Friedberg's Raymond James Financial Inc. Experience August 2013 - Present
Job Risk Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   August 2013 - Present
Tampa Bay Rays  January 2012 - August 2013
Tampa Bay Rays  July 2011 - February 2012
Tampa Bay Lightning  January 2011 - May 2011

Skills
Business Management, Sports Management, Client Service, PowerPoint, Excel, Archtics, Ticket Sales, Customer Service, Customer Relations, Sports Marketing, Sports, Event Management, Promotions, Outlook, Event Planning, Word, Social Media, Microsoft Office, Social Media Marketing, Sponsorship, Cold Calling, Budgeting, Account Management, Marketing Research, New Business Development, Strategic Planning, Public Relations, Inventory Management

Education
University of Florida   2006 — 2011
Bachelor of Science in Business Administration, Finance

University of Florida   2006 — 2011
Bachelor of Science in Sport Management, Sport Management

David Feaster, Jr., CFA David Feaster, Jr., CFA Tampa/St. Petersburg, Florida Area Details
David Feaster, Jr., CFA's Raymond James Financial Inc. Experience August 2014 - Present
Job Senior Equity Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   August 2014 - Present
Raymond James & Associates, Inc   June 2011 - August 2014
Raymond James  February 2010 - June 2011
Raymond James Financial  February 2008 - March 2010
First American Bank  May 2006 - August 2006
Millennium Bank  May 2005 - August 2005

Skills
Chartered Financial..., Equity Research, Sell Side, Fundamental Analysis, Equity Valuation, Financial Modeling, Mutual Funds, Bloomberg, Due Diligence, Investments, Asset Management, Analysis, Economics

Education
University of Florida - Warrington College of Business Administration   2003 — 2007
BSBA, Finance

Brett Gasaway Brett Gasaway Saint Petersburg, Florida Details
Brett Gasaway's Raymond James Financial Inc. Experience April 2014 - Present
Job Equity Research Associate | CFA Level 2 Candidate
Industry Financial Services
Experience
Raymond James Financial Inc.   April 2014 - Present
Wells Fargo Securities  June 2013 - April 2014
Wells Fargo Securities  June 2012 - August 2012
University of Florida Investment Corporation  March 2011 - April 2012

Skills
Excel, Research, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel, Finance, Fixed Income, Economics, Bloomberg Terminal

Education
University of Florida - Hough Graduate School of Business   2011 — 2013
Master of Science in Finance, Combined Degree

University of Florida - Warrington College Of Business   2009 — 2012
Bachelor of Science in Business Administration, Finance

Vincent Tirri Vincent Tirri Washington, District Of Columbia Details
Vincent Tirri's Raymond James Financial Inc. Experience June 2010 - December 2010
Job Investment Banking Associate at Ziegler
Industry Investment Banking
Experience
Ziegler  October 2015 - Present
Ziegler  July 2014 - Present
CHILDS Advisory Partners  July 2012 - July 2014
Reznick Group  January 2011 - May 2011
Raymond James Financial Inc.   June 2010 - December 2010
Merrill Lynch  April 2009 - July 2009

Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Finance, Capital Markets, Due Diligence, DCF, Microsoft Excel, Investments, Accounting, Financial Statement..., Bloomberg, Equities, PowerPoint, Mergers & Acquisitions, Leveraged Finance, Healthcare, M&A experience, Tax Accounting, Private Equity, Corporate Finance

Education
University of Georgia - Terry College of Business   2011 — 2012
Master of Accountancy (MAcc)

University of Georgia - Terry College of Business   2006 — 2010
Bachelor of Business Administration (BBA), Accounting

Tuyen Tu Tuyen Tu Tampa/St. Petersburg, Florida Area Details
Tuyen Tu's Raymond James Financial Inc. Experience July 2014 - Present
Job VP, Private Client Group Cash Solutions at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc.   July 2014 - Present
Raymond James Financial  December 2013 - June 2014
Raymond James Financial Inc.   January 2012 - December 2013
Raymond James Financial Inc.   June 2006 - December 2011
Raymond James Financial Inc.   November 2002 - June 2006
PricewaterhouseCoopers  1999 - 2002

Skills
Financial Reporting, Mutual Funds, Financial Modeling, Asset Management, Portfolio Management, Program Management, Series 7, Financial Services, Investments, Wealth Management, Securities, Equities, Fixed Income, SDLC, Business Analysis, Risk Management, Process Improvement, Strategic Financial...

Education
University of Florida   1995 — 1999

Sam Sarcone Sam Sarcone Tampa/St. Petersburg, Florida Area Details
Sam Sarcone's Raymond James Financial Inc. Experience 1993 - 1996
Job President @ PensionPlanet.com / Pension Data Resources / Erisa Red Book Online
Industry Financial Services
Experience
Pension Data Resources, Inc.   January 1987 - Present
Raymond James Financial Inc.   1993 - 1996
Paine Webber  1990 - 1993
Merrill Lynch  1989 - 1990
Kidder Peabody  1987 - 1989
Towers Watson  1983 - 1987

Skills
401k, Profit Sharing, Defined Benefit, ERISA, Retirement Services

Education
University of South Florida   1982 — 1983
MBA, Business Administration

University of Florida   1978 — 1982
BA, Business Administration

Jesuit

Bilal Yehia Bilal Yehia Tampa/St. Petersburg, Florida Area Details
Bilal Yehia's Raymond James Financial Inc. Experience June 2013 - Present
Job Equity Research Associate at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc.   June 2013 - Present
University of Florida  August 2011 - June 2012
UF College of Dentistry, Department of Periodontology   May 2009 - October 2011
UF Dance Marathon   April 2008 - April 2011

Education
University of Florida - Warrington College Of Business   2012 — 2013
MS, Finance

University of Florida College of Medicine   2011 — 2012
MS, Medical Sciences, Business Administration

University of Florida - Warrington College Of Business   2007 — 2011
BA, Business Administration

Tina Houghtaling Tina Houghtaling Tampa/St. Petersburg, Florida Area Details
Tina Houghtaling's Raymond James Financial Inc. Experience September 2007 - Present
Job
Industry Financial Services
Experience
Raymond James Financial Inc.   September 2007 - Present
Lowe's Home Improvement  August 2005 - September 2007
Winn Dixie Stores  November 1997 - August 2005

Skills
Customer Service, Sales

Education
University of Florida   2003 — 2006
Bachelor of Arts, Business Administration

St Petersburg College   2000 — 2002
Associate of Arts, Business Administration

Greg Garretson MBA, OCP Greg Garretson MBA, OCP Saint Petersburg, Florida Details
Greg Garretson MBA, OCP's Raymond James Financial Inc. Experience November 2014 - Present
Job Oracle Development DBA
Industry Financial Services
Experience
Raymond James Financial Inc.   November 2014 - Present
Integration Technology Associates   June 2014 - February 2015
American Express  February 2011 - July 2014
HSN  March 2010 - February 2011
Pinnacol Assurance  April 2005 - February 2010
University of Colorado at Boulder  December 2006 - May 2009
United Agri Products  January 2003 - April 2005
Oracle DBA   September 2001 - May 2003

Skills
Oracle, Database Design, Data Modeling, Databases, ETL, PL/SQL, Data Warehousing, Oracle PL/SQL..., XML, Business Intelligence, Agile Methodologies, SQL, Unix, Linux, Cfengine, SQL Tuning, SDLC, JavaScript, HTML, Toad, WebSphere MQ, Oracle Designer, Unix Shell Scripting, Subversion, Performance Tuning, Shell Scripting, Oracle Forms, Oracle Reports, Oracle SQL, Oracle 8/9i/10g/11g, TFS, RCS, SCCS, PHP, SQR, Ruby on Rails, Eclipse, Visual Studio, PVCS, Oracle Enterprise..., Oracle Discoverer, Core Java, GoldenGate, Database Security, SOA, Retek, Exadata, Oracle RAC

Education
Southern Illinois University   2000 — 2001
MBA/MIS, 3.83/4.0

University of Illinois at Urbana-Champaign   1994 — 1999
BA, Economics/Italian

Liz Kleinfeld Liz Kleinfeld Gainesville, Florida Area Details
Liz Kleinfeld's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Tax Intern at EY
Industry Accounting
Experience
Dream Team  June 2013 - Present
EY  June 2015 - August 2015
Raymond James Financial Inc.   May 2014 - August 2014
Red Bull  January 2012 - August 2013
Raymond James Financial Inc.   May 2012 - August 2012

Skills
Advertising, Financial Analysis, Data Analysis, Brand Awareness, Brand Management, Research, Marketing, Time Management, Outlook, Team Leadership, Leadership, Teamwork, Public Relations, Sales, Blogging

Education
University of Florida
Master of Accounting, Fisher School of Accounting

University of Florida   2011 — 2015
Bachelor of Science in Accounting, Heavener School of Business

Brad Bond CFP®, CPA Brad Bond CFP®, CPA Miami/Fort Lauderdale Area Details
Brad Bond CFP®, CPA's Raymond James Financial Inc. Experience August 2012 - Present
Job
Industry Financial Services
Experience
Raymond James Financial Inc.   August 2012 - Present
Raymond James Financial, Inc.   July 2002 - August 2012
PricewaterhouseCoopers LLP  October 1997 - June 2002

Education
University of Florida - Warrington College of Business Administration   1992 — 1997
Masters

Linda Matkowski Linda Matkowski Indianapolis, Indiana Details
Linda Matkowski's Raymond James Financial Inc. Experience May 2010 - May 2012
Job EVP, Head of Fixed Income Capital Markets / City Securities Corporation
Industry Investment Banking
Experience
City Securities Corporation  May 2012 - Present
Mentoring Women's Network Foundation, Indianapolis Chapter   2014 - 2015
Raymond James Financial Inc.   May 2010 - May 2012
PMA Financial   May 2005 - May 2010

Education
University of Illinois at Urbana-Champaign   1982 — 1986
Bachelors of Science, Elementary Education and Teaching

Roopak Shah Roopak Shah New York, New York Details
Roopak Shah's Raymond James Financial Inc. Experience April 2013 - February 2015
Job Associate in Private Placement Group at Lazard
Industry Investment Banking
Experience
Lazard  March 2015 - Present
Raymond James Financial Inc.   April 2013 - February 2015
Raymond James Financial Inc.   April 2010 - March 2013
General Electric  April 2009 - April 2010
General Electric  January 2007 - April 2009

Skills
Restructuring, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Strategic Financial..., Due Diligence, Capital Markets, Bloomberg, Finance, Mergers & Acquisitions, Investment Banking, Financial Accounting

Education
University of Florida   2002 — 2006
Bachelor of Science in Business Administration - Finance

Leigh Pollak Leigh Pollak Chicago, Illinois Details
Leigh Pollak's Raymond James Financial Inc. Experience July 2008 - Present
Job Managing Director Raymond James & Assoc.
Industry Financial Services
Experience
Raymond James Financial Inc.   July 2008 - Present
Citigroup  March 2007 - July 2008
Raymond James Financial  January 2001 - March 2007
Wachovia Securities  May 1997 - January 2001

Skills
Financial Modeling, Equity Research, Equity Valuation, Sell Side, Series 7, Securities, Equities

Education
Weatherhead School of Management at Case Western Reserve University   1996 — 1998
MBA, Finance & Banking

University of Illinois at Urbana-Champaign   1989 — 1993

Cara Farchione Cara Farchione Tampa/St. Petersburg, Florida Area Details
Cara Farchione's Raymond James Financial Inc. Experience August 2008 - January 2013
Job Product and Project Management
Industry Financial Services
Experience
Raymond James Financial Inc.   August 2008 - January 2013
Raymond James Financial  September 2006 - August 2008
HSN  2004 - 2005
Accenture  1998 - 2004

Skills
Strategic Planning, Business Process..., Product Management, Business Analysis, Consulting, Business Process, Portfolio Management, Competitive Analysis, Analysis, E-commerce, Management, Strategy, Project Management, Risk Management, Finance, Process Improvement, Program Management

Education
University of Florida
Bachelor of Science, Marketing

Kevin McKane, CFP®, CRPS® Kevin McKane, CFP®, CRPS® Greater Atlanta Area Details
Kevin McKane, CFP®, CRPS®'s Raymond James Financial Inc. Experience July 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   July 2013 - Present
Merrill Lynch  May 2012 - June 2013
UBS Financial Services  November 2010 - May 2012
UBS Financial Services  December 2009 - October 2010
Transamerica Retirement Solutions  January 2006 - March 2009
Franklin Templeton Investments  May 2005 - August 2005
Lord Abbett & Co. LLC   May 2004 - August 2004

Skills
Series 7, Investments, Wealth Management, Mutual Funds, Financial Modeling, Retirement Planning, Asset Management, Asset Allocation, Financial Analysis, Strategic Financial..., Portfolio Management, Risk Management, Sales, Retirement, Banking, Corporate Finance, Insurance, Finance, Financial Advisory, Securities, Series 63, Equities, Asset Managment, Series 6, Investment Advisory, Due Diligence, Valuation, Financial Services, Credit, Investment Management, Loans, Estate Planning, Life Insurance, Relationship Management, Financial Planning, Fixed Income, Investment Strategies, Private Equity, Alternative Investments, Capital Markets, Financial Risk

Education
University of Georgia - Terry College of Business   2001 — 2005
BBA, Economics & Finance

Marist School   1996 — 2001

Mark McGowan Mark McGowan Greater Chicago Area Details
Mark McGowan's Raymond James Financial Inc. Experience January 1994 - Present
Job Managing Director at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   January 1994 - Present
RAYMOND JAMES  1994 - 2013

Skills
Bonds, Series 7, Investments, Series 63, Fixed Income, Wealth Management, Alternative Investments, Equities, Portfolio Management, Mutual Funds, Securities, Asset Managment, Asset Management

Education
University of Illinois at Urbana-Champaign   1984 — 1989

Trey Ashmore Trey Ashmore Tampa/St. Petersburg, Florida Area Details
Trey Ashmore's Raymond James Financial Inc. Experience January 2015 - Present
Job Underwriting Manager at Raymond James & Associates, Inc
Industry Banking
Experience
Raymond James Financial Inc.   January 2015 - Present
Raymond James Financial Inc.   January 2014 - January 2015
Raymond James Financial Inc.   November 2010 - January 2014
American Momentum Bank  February 2007 - November 2010
Bank of America  January 2005 - February 2007
Merrill Lynch  November 2002 - April 2004

Skills
Account Reconciliation, Banking, Commercial Lending, Consumer Lending, Credit Analysis, Employee Benefits, Finance, Financial Analysis, Financial Markets, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Sales Management, Small Business Lending

Education
University of South Florida - College of Business Administration   2009 — 2010
MBA, Finance, Management

University of Georgia - Terry College of Business   2002 — 2004
BS, Finance

Golan Rotenberg Golan Rotenberg Tampa/St. Petersburg, Florida Area Details
Golan Rotenberg's Raymond James Financial Inc. Experience July 2012 - Present
Job Manager, Business Technology at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial Inc.   July 2012 - Present
Deloitte Consulting  September 2010 - July 2012
Accenture  March 2007 - August 2010
Capgemini  May 2004 - March 2007
CSX Technology  September 2001 - April 2004

Skills
Business Analysis, SDLC, Human Resources, Business Process, Business Process..., Project Management, Business Process Design, PeopleSoft, Change Management, Integration, Process Improvement, HRIS, Requirements Analysis, Business Intelligence, IT Strategy, Management Consulting, Consulting, ERP, PMO, Requirements Gathering, SQL, Software Development, User Acceptance Testing, Visio, Business Transformation, Security

Education
University of Florida - Warrington College Of Business   1997 — 2001
Bachelor of Science in Business Administration, Decision and Information Sciences

Cameron Diehl, CFP® Cameron Diehl, CFP® Tampa/St. Petersburg, Florida Area Details
Cameron Diehl, CFP®'s Raymond James Financial Inc. Experience June 2015 - Present
Job Senior Marketing Manager & Certified Financial Planner® at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   June 2015 - Present
Raymond James Financial Inc.   October 2012 - May 2015
Raymond James Financial Inc.   October 2010 - September 2012
Raymond James Financial Inc.   September 2008 - September 2010
Raymond James Financial Inc.   July 2007 - August 2008

Skills
Wealth Management, Financial Advisory, Financial Services, Retirement Planning, Portfolio Management, Investments, Series 7, Series 66, Marketing Strategy, Marketing Communications, Product Marketing

Education
University of Florida - Warrington College of Business Administration   2015 — 2016
Master of Business Administration (M.B.A.)

University of Tampa - John H. Sykes College of Business   2004 — 2007
BS, Marketing, Finance

Parker Ellis Parker Ellis Tampa/St. Petersburg, Florida Area Details
Parker Ellis's Raymond James Financial Inc. Experience May 2013 - Present
Job Manager Institutional Investment for RJ Tax Credit Funds Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   May 2013 - Present
Raymond James Financial Inc.   January 2013 - April 2013
Raymond James Financial  July 2010 - December 2012
Raymond James Financial Inc.   May 2008 - June 2010

Education
University of Florida   2004 — 2008
Bachelor's, Finance

David Vargas, CFA David Vargas, CFA Tampa/St. Petersburg, Florida Area Details
David Vargas, CFA's Raymond James Financial Inc. Experience March 2014 - Present
Job Research Associate at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc.   March 2014 - Present
Raymond James Financial Inc.   May 2013 - February 2014
Nomura Securities  July 2010 - October 2012
Nikko Asset Management  February 2010 - June 2010
Barclays Capital  September 2008 - July 2009
Lehman Brothers  June 2006 - September 2008

Skills
Bloomberg, Equity Trading, Proprietary Trading, Equity Valuation, Quantitative Analytics, VBA Programing, Financial Modeling, Real Estate Valuation, Trading, Financial Markets, Equities, Equity Research, Capital Markets, Options, Hedge Funds, Series 7

Education
University of Florida - Warrington College Of Business   2002 — 2006
BS, Finance, General

Chartered Financial Analyst
CFA

Courtney (Irwin) Pascucci Courtney (Irwin) Pascucci Tampa/St. Petersburg, Florida Area Details
Courtney (Irwin) Pascucci's Raymond James Financial Inc. Experience January 2015 - Present
Job Cash Solutions Manager at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   January 2015 - Present
Raymond James Financial Inc.   May 2012 - December 2014
Raymond James & Associates, Inc   August 2011 - May 2012
Raymond James Bank  July 2008 - August 2011

Skills
Financial Analysis, Credit, Strategic Financial..., Auditing, Risk Management, Accounting, Financial Modeling, Internal Audit, Financial Risk, Portfolio Management, Sarbanes-Oxley Act, Enterprise Risk..., Banking, Business Analysis, Analysis, Financial Reporting, Project Management, Equities, Corporate Finance, Loans, Management, Securities, Budgets, Insurance, Credit Risk, Leadership, Internal Controls, Program Management, Business Process..., Recruiting, Risk Assessment, Credit Analysis, Financial Services, Finance, Cash Management, Due Diligence, Forecasting, Investments, Bloomberg, Teamwork, Process Improvement

Education
University of Tampa - John H. Sykes College of Business   2010 — 2012
MBA, Management Information Systems, General

University of Tampa - John H. Sykes College of Business   2006 — 2008
BS, Finance

University of Florida   2004 — 2006
Associate of the Arts

David Shteyman David Shteyman New York, New York Details
David Shteyman's Raymond James Financial Inc. Experience July 2011 - June 2013
Job Investment Banking Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  September 2015 - Present
Barclays Investment Bank  July 2013 - June 2015
Raymond James Financial Inc.   July 2011 - June 2013

Skills
Private Equity, Valuation, Equities, Investment Banking, Financial Advisory, Investments, Mergers & Acquisitions, Mergers, Restructuring, Financial Modeling, Financial Services, LBO, Acquisitions, Divestitures

Education
University of Georgia - Terry College of Business   2008 — 2011
BBA, Banking & Finance

suzanne luedtke suzanne luedtke Greater Atlanta Area Details
suzanne luedtke's Raymond James Financial Inc. Experience 1998 - Present
Job Managing Director at Raymond James Financial Inc.
Industry Financial Services
Experience
raymondjames   March 2001 - Present
Raymond James Financial Inc.   1998 - Present

Skills
Investments, Equities, Marketing Strategy, Portfolio Management, Alternative Investments

Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Economics

Hursh Dalal Hursh Dalal Chicago, Illinois Details
Hursh Dalal's Raymond James Financial Inc. Experience June 2014 - Present
Job Investment Banking Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc.   June 2014 - Present
KPMG Corporate Finance LLC  July 2013 - June 2014
KPMG LLP  September 2012 - June 2013
TTK Partners, LLC  May 2011 - July 2011
KPMG LLP  January 2011 - March 2011

Skills
Capital IQ, Microsoft Excel, Corporate Finance, Valuation, Data Analysis, Financial Modeling, Due Diligence, Mergers & Acquisitions, Finance, Financial Accounting, Investment Banking, Restructuring, Financial Analysis, Auditing, Accounting

Education
University of Illinois at Urbana-Champaign   2008 — 2012
B.S., Finance, Accountancy

Michael Faraone Michael Faraone Tampa/St. Petersburg, Florida Area Details
Michael Faraone's Raymond James Financial Inc. Experience May 2000 - August 2004
Job Investment Banking, International Assets Advisory
Industry Investment Banking
Experience
International Assets Advisory  March 2010 - Present
WCA Industries   September 2004 - February 2009
Raymond James Financial Inc.   May 2000 - August 2004

Skills
Deal Flow, Capital Raising, Investment Banking, Venture Capital, Private Equity, Corporate Development, Valuation, Private Placements, Due Diligence, Corporate Finance, Alternative Investments, Special Situations, Deal Sourcing, Equity Capital Markets, DCF, Capital Markets, M&A experience, Equity Research, Equities, Investments, Asset Management, Financial Modeling

Education
University of Florida - Warrington College of Business Administration   1996 — 2000
B.S., Finance, Minor: Economics

Robert Bob Hillier Robert Bob Hillier Jacksonville, Florida Area Details
Robert Bob Hillier's Raymond James Financial Inc. Experience November 2005 - December 2007
Job Equipment Finance Account Specialist
Industry Financial Services
Experience
CIT  April 2015 - Present
Prudential Financial  February 2012 - December 2014
Prudential Financial  September 2010 - February 2012
Prudential Financial  April 2008 - August 2010
Raymond James Financial Inc.   November 2005 - December 2007
Northwestern Mutual  November 2004 - August 2005

Skills
Customer Service, Microsoft Excel, Investments, Portfolio Management, Public Speaking

Education
University of Florida   2001 — 2003
Bachelor's degree, Advertising

University of Florida   1999 — 2003
BA, Advertising

Matt Brinkley Matt Brinkley Atlanta, Georgia Details
Matt Brinkley's Raymond James Financial Inc. Experience January 2014 - Present
Job Senior Wealth Advisor, Raymond James Financial Services, Inc.
Industry Investment Management
Experience
Raymond James Financial Inc.   January 2014 - Present
Wells Fargo  September 1999 - January 2014
BB&T  November 2006 - December 2008
First Union  1999 - 2002

Skills
Private Banking, Wealth Management..., Commercial Lending, Lines Of Credit, Consumer Lending, Wealth Management, Loans, Mortgage Lending, Series 7, Real Estate Lending, Wealth, Retirement

Education
Canon Trust School   2004 — 2007
Certified Trust and Financial Advisor

University of Georgia - Terry College of Business   1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance

Chrisonda McDonald Chrisonda McDonald Tampa/St. Petersburg, Florida Area Details
Chrisonda McDonald's Raymond James Financial Inc. Experience October 2005 - Present
Job Transition Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   October 2005 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Software Documentation

Education
University of Florida   1995 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General

Cindy Bland Cindy Bland Greater Nashville Area Details
Cindy Bland's Raymond James Financial Inc. Experience May 2008 - August 2010
Job Sr. Director Professional Services at Core BTS
Industry Information Technology and Services
Experience
Core BTS  March 2014 - Present
Core BTS  September 2010 - Present
Raymond James Financial Inc.   May 2008 - August 2010
Core BTS  January 2007 - June 2008
Equitable Securities   1994 - 2001

Skills
Project Management, Account Management, Team Leadership, Team Building, Resource Management, New Business Development, Leadership, Vendor Management, Salesforce.com, SharePoint, Networking, Customer Service, Operations Management, Management, Integration, Budgets

Education
University of Houston   1982 — 1983
Business Administration and Management, General

Ry-Ann Casesa Ry-Ann Casesa Palm Harbor, Florida Details
Ry-Ann Casesa's Raymond James Financial Inc. Experience September 2002 - January 2012
Job Teacher at Casesa Academy
Industry Education Management
Experience
Ryann Casesa Photography, LLC   March 2011 - April 2013
Raymond James Financial Inc.   September 2002 - January 2012
Raymond James Financial Inc.   October 2000 - September 2002

Skills
Stocks, Microsoft Office, Social Media, Vendor Management, Research

Education
University of Florida   1996 — 2000
Marketing & Economics, Business

Eric Kirby Eric Kirby Tampa/St. Petersburg, Florida Area Details
Eric Kirby's Raymond James Financial Inc. Experience March 2012 - Present
Job Technology Equity Sales, Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   March 2012 - Present

Education
University of Florida
Master of Business Administration (MBA), Finance, General

David Fitzmorris David Fitzmorris Tampa/St. Petersburg, Florida Area Details
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

Jeremy Brothers Jeremy Brothers Saint Petersburg, Florida Details
Jeremy Brothers's Raymond James Financial Inc. Experience May 2011 - Present
Job Fixed Income Mutual Fund Analyst Due Diligence Officer II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   May 2011 - Present
Ameritas Investment Corp.  September 2008 - April 2011

Skills
Fixed Income, Mutual Funds, Series 7, Due Diligence, Investments, Morningstar Direct, Microsoft Excel, Bloomberg Terminal

Education
University of Idaho
Bachelor of Science (BS)

Kathryn Massengill Kathryn Massengill Odessa, Florida Details
Kathryn Massengill's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Student at University of Florida
Industry
Experience
Raymond James Financial Inc.   June 2013 - August 2013
HCA  June 2012 - August 2012
HCA  June 2011 - June 2011

Education
University of Florida   2011 — 2015
Bachelor's Degree, Industrial and Systems Engineering

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