Raymond James Financial Inc.
Industry: Investment banking company
DescriptionRaymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations and municipalities through its ... Headquarters: St. Petersburg, Florida, United States Number of employees: 12,700 (2017) Subsidiaries: RAYMOND JAMES & ASSOCIATES, INC., Executives: Paul Reilly (Chairman and Chief Executive Officer),
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Raymond James Financial Inc. Employees
Employee
Years
Job
Industry
Jake Rigert, CFA Jake Rigert, CFA's Raymond James Financial Inc. Experience May 2008 - August 2008
Job Vice President Structured Products at First Trust Portfolios
Industry Financial Services
Experience
First Trust September 2015 - Present
Guggenheim Investments November 2013 - August 2015
Guggenheim Investments November 2009 - November 2013
Trading RM LLC May 2009 - November 2009
Raymond James Financial Inc. May 2008 - August 2008
Claymore Securities May 2007 - August 2007
Skills
Series 66, Series 7, ETFs, Mutual Funds, Chartered Financial..., Options, Closed-end Funds, Unit Investment Trusts, Risk Management, Strategic Partnerships, Portfolio Management, Wealth Management, Bonds, Equity Research, Finance, Proprietary Trading, Asset Allocation, Sales, Financial Advisory, Uniform Combined State..., Retirement Planning, Strategic Financial..., Asset Management, Investment Management
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance
CFA Institute (2013)
First Trust September 2015 - Present
Guggenheim Investments November 2013 - August 2015
Guggenheim Investments November 2009 - November 2013
Trading RM LLC May 2009 - November 2009
Raymond James Financial Inc. May 2008 - August 2008
Claymore Securities May 2007 - August 2007
Skills
Series 66, Series 7, ETFs, Mutual Funds, Chartered Financial..., Options, Closed-end Funds, Unit Investment Trusts, Risk Management, Strategic Partnerships, Portfolio Management, Wealth Management, Bonds, Equity Research, Finance, Proprietary Trading, Asset Allocation, Sales, Financial Advisory, Uniform Combined State..., Retirement Planning, Strategic Financial..., Asset Management, Investment Management
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance
CFA Institute (2013)
Josh Anspaugh Josh Anspaugh's Raymond James Financial Inc. Experience August 2014 - Present
Job Branch Operations Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Inc. November 2013 - July 2014
Raymond James Financial Inc. May 2013 - October 2013
Raymond James Financial Inc. November 2012 - April 2013
Credit Suisse August 2008 - June 2012
Skills
Investment Banking, Equities, Financial Analysis, Financial Modeling, Fixed Income, Strategy, FINRA, Investment Banking..., Futures Trading..., Options Trading..., Loan Operations, Brokerage, Compliance, Government Securities, Recruiting, Microsoft Excel, MS Excel Pivot Tables, Macros, Transition Management
Education
University of North Carolina at Chapel Hill 2005 — 2008
Bachelor of Arts (B.A.), Management and Society
Greensboro Grimsley
Greensboro Grimsley
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Inc. November 2013 - July 2014
Raymond James Financial Inc. May 2013 - October 2013
Raymond James Financial Inc. November 2012 - April 2013
Credit Suisse August 2008 - June 2012
Skills
Investment Banking, Equities, Financial Analysis, Financial Modeling, Fixed Income, Strategy, FINRA, Investment Banking..., Futures Trading..., Options Trading..., Loan Operations, Brokerage, Compliance, Government Securities, Recruiting, Microsoft Excel, MS Excel Pivot Tables, Macros, Transition Management
Education
University of North Carolina at Chapel Hill 2005 — 2008
Bachelor of Arts (B.A.), Management and Society
Greensboro Grimsley
Greensboro Grimsley
Bob Lloyd Bob Lloyd's Raymond James Financial Inc. Experience February 2013 - September 2013
Job Chief Operating Officer at Revolution Partners, LLC
Industry Financial Services
Experience
Revolution Partners, LLC October 2013 - Present
Raymond James Financial Inc. February 2013 - September 2013
Morgan Keegan January 2004 - February 2013
Pan American Life Insurance Company June 2001 - January 2004
Integrated Decision Systems January 1996 - June 2001
Skills
Project Management, Management, Business Process, Cross-functional Team..., Strategy, Portfolio Management, Leadership, Business Analysis, Financial Services, Vendor Management, Risk Management, Strategic Planning, Asset Management, Mutual Funds, SharePoint, Security, Process Improvement, Business Planning, Integration, Cross Functional Team..., Wealth Management, Investments, Content Management, System Architecture, SQL, Budgets, Asset Managment, Fee-based advisory..., Fiserv Caliper, Fiserv GIM2, Fiserv APL, Software Documentation, Forecasting
Education
University of New Orleans 1994 — 1995
MBA
University of Wisconsin-Madison 1989 — 1992
BS
Revolution Partners, LLC October 2013 - Present
Raymond James Financial Inc. February 2013 - September 2013
Morgan Keegan January 2004 - February 2013
Pan American Life Insurance Company June 2001 - January 2004
Integrated Decision Systems January 1996 - June 2001
Skills
Project Management, Management, Business Process, Cross-functional Team..., Strategy, Portfolio Management, Leadership, Business Analysis, Financial Services, Vendor Management, Risk Management, Strategic Planning, Asset Management, Mutual Funds, SharePoint, Security, Process Improvement, Business Planning, Integration, Cross Functional Team..., Wealth Management, Investments, Content Management, System Architecture, SQL, Budgets, Asset Managment, Fee-based advisory..., Fiserv Caliper, Fiserv GIM2, Fiserv APL, Software Documentation, Forecasting
Education
University of New Orleans 1994 — 1995
MBA
University of Wisconsin-Madison 1989 — 1992
BS
Lynn Kelly Lynn Kelly's Raymond James Financial Inc. Experience December 2001 - Present
Job Registered Sales Associate II at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. December 2001 - Present
Fidelity Underwriters, Inc. August 1993 - December 2001
Skills
Series 7, Series 63, Series 65, Licensed Property &..., Licensed Life & Health...
Education
University of Mississippi - School of Business Administration 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Holmes Community College 1991 — 1992
Associate of Arts (A.A.), Business Administration and Management, General
Raymond James Financial Inc. December 2001 - Present
Fidelity Underwriters, Inc. August 1993 - December 2001
Skills
Series 7, Series 63, Series 65, Licensed Property &..., Licensed Life & Health...
Education
University of Mississippi - School of Business Administration 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Holmes Community College 1991 — 1992
Associate of Arts (A.A.), Business Administration and Management, General
Christopher Van Law Christopher Van Law's Raymond James Financial Inc. Experience May 2012 - June 2014
Job Engineer at HOSTING
Industry Computer Software
Experience
HOSTING July 2014 - Present
Raymond James Financial Inc. May 2012 - June 2014
Raymond James Financial Inc. August 2011 - May 2012
Raymond James & Associates, Inc 2007 - August 2011
Skills
C#, SQL, Visual Studio, Powershell, SDLC, Identity Management, Active Directory, Microsoft SQL Server, SOA, WCF, .NET, T-SQL
Education
University of Miami
HOSTING July 2014 - Present
Raymond James Financial Inc. May 2012 - June 2014
Raymond James Financial Inc. August 2011 - May 2012
Raymond James & Associates, Inc 2007 - August 2011
Skills
C#, SQL, Visual Studio, Powershell, SDLC, Identity Management, Active Directory, Microsoft SQL Server, SOA, WCF, .NET, T-SQL
Education
University of Miami
Todd Carden, MBA, CFP®'s Raymond James Financial Inc. Experience December 2007 - Present
Job Certified Financial Planner Professional at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. December 2007 - Present
Raymond James Financial Inc. June 1997 - Present
Morgan Keegan and Company, Inc. August 1993 - June 1997
SouthTrust Bank NA June 1989 - August 1993
Skills
Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Series 7, Retirement, Mutual Funds, Series 63, FINRA, Strategic Financial..., Asset Allocation, Estate Planning, Investments, 401k, Securities, Fixed Annuities, IRAs, Uniform Combined State..., Finance, Insurance, Financial Planning
Education
University of North Alabama 1984 — 1986
MBA, Finance/Management
Raymond James Financial Inc. December 2007 - Present
Raymond James Financial Inc. June 1997 - Present
Morgan Keegan and Company, Inc. August 1993 - June 1997
SouthTrust Bank NA June 1989 - August 1993
Skills
Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Series 7, Retirement, Mutual Funds, Series 63, FINRA, Strategic Financial..., Asset Allocation, Estate Planning, Investments, 401k, Securities, Fixed Annuities, IRAs, Uniform Combined State..., Finance, Insurance, Financial Planning
Education
University of North Alabama 1984 — 1986
MBA, Finance/Management
Crosby Sampson's Raymond James Financial Inc. Experience July 2013 - November 2013
Job Healthcare Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
Piper Jaffray November 2014 - January 2015
Piper Jaffray October 2013 - November 2014
Northern Buoy Accessories May 2012 - September 2014
Deloitte August 2013 - August 2014
Raymond James Financial Inc. July 2013 - November 2013
State Farm May 2013 - August 2013
Brown Wealth Management January 2013 - May 2013
Skills
Financial Analysis, Networking, PowerPoint, Financial Modeling, Excel models, Equity Trading, Analytics, Google Adwords, Microsoft Excel, Stocks, Finance
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business, Major: Finance and Accounting Minor: Management Information Systems
Orono High School 2007 — 2011
Piper Jaffray June 2015 - Present
Piper Jaffray November 2014 - January 2015
Piper Jaffray October 2013 - November 2014
Northern Buoy Accessories May 2012 - September 2014
Deloitte August 2013 - August 2014
Raymond James Financial Inc. July 2013 - November 2013
State Farm May 2013 - August 2013
Brown Wealth Management January 2013 - May 2013
Skills
Financial Analysis, Networking, PowerPoint, Financial Modeling, Excel models, Equity Trading, Analytics, Google Adwords, Microsoft Excel, Stocks, Finance
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business, Major: Finance and Accounting Minor: Management Information Systems
Orono High School 2007 — 2011
Alec Haahr Alec Haahr's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Financial Analyst Financial Restructuring Group at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Carlson School of Management Funds Enterprise November 2013 - May 2015
Houlihan Lokey June 2014 - August 2014
University of Minnesota August 2013 - December 2013
Raymond James Financial Inc. June 2013 - August 2013
MetaBank May 2012 - August 2012
Toys R Us June 2011 - August 2011
Kristi Noem for Congress June 2010 - November 2010
Skills
Budgets, Accounting, Microsoft Excel, Financial Analysis, Financial Modeling, Finance, Forecasting, Data Analysis
Education
University of Minnesota - Carlson School of Management 2011 — 2015
BSB, Accounting and Finance, Junior
Houlihan Lokey July 2015 - Present
Carlson School of Management Funds Enterprise November 2013 - May 2015
Houlihan Lokey June 2014 - August 2014
University of Minnesota August 2013 - December 2013
Raymond James Financial Inc. June 2013 - August 2013
MetaBank May 2012 - August 2012
Toys R Us June 2011 - August 2011
Kristi Noem for Congress June 2010 - November 2010
Skills
Budgets, Accounting, Microsoft Excel, Financial Analysis, Financial Modeling, Finance, Forecasting, Data Analysis
Education
University of Minnesota - Carlson School of Management 2011 — 2015
BSB, Accounting and Finance, Junior
Alison McKeever's Raymond James Financial Inc. Experience May 2007 - June 2008
Job Administrative Assistant at Boeing Sikorsky Aircraft Support
Industry Military
Experience
Boeing Sikorsky Aircraft Support August 2014 - Present
U.S. Army Child, Youth & School Services April 2012 - January 2014
Kevin McKeever DMD August 2008 - December 2011
Raymond James Financial Inc. May 2007 - June 2008
Clark Construction May 2006 - August 2006
Trinity University August 2004 - June 2006
Skills
Microsoft Office, Office Automation, Payroll, Employee Training, Office Management, Information Technology, Human Resources, Hiring Practices, Employee Handbooks, Employee Relations, Employment Contracts, New Hire Orientations, Accounts Payable, Accounts Receivable, Account Management, Billing Services, Medical Billing, Conflict Management, Employee Benefits, Early Childhood..., Financial Analysis, Financial Reporting, Financial Accounting, Managerial Finance, Customer-focused Service, Spreadsheets, Data Entry
Education
University of Maryland University College 2007 — 2013
Bachelor of Science (B.S.), Social Sciences
Elizabeth Seton High School 2002 — 2004
Boeing Sikorsky Aircraft Support August 2014 - Present
U.S. Army Child, Youth & School Services April 2012 - January 2014
Kevin McKeever DMD August 2008 - December 2011
Raymond James Financial Inc. May 2007 - June 2008
Clark Construction May 2006 - August 2006
Trinity University August 2004 - June 2006
Skills
Microsoft Office, Office Automation, Payroll, Employee Training, Office Management, Information Technology, Human Resources, Hiring Practices, Employee Handbooks, Employee Relations, Employment Contracts, New Hire Orientations, Accounts Payable, Accounts Receivable, Account Management, Billing Services, Medical Billing, Conflict Management, Employee Benefits, Early Childhood..., Financial Analysis, Financial Reporting, Financial Accounting, Managerial Finance, Customer-focused Service, Spreadsheets, Data Entry
Education
University of Maryland University College 2007 — 2013
Bachelor of Science (B.S.), Social Sciences
Elizabeth Seton High School 2002 — 2004
Sisi Miao Sisi Miao's Raymond James Financial Inc. Experience May 2013 - August 2013
Job Macroeconomic Analyst at Shanghai Stock Exchange
Industry Financial Services
Experience
Shanghai Stock Exchange April 2014 - Present
Basil Street Financial Management September 2013 - December 2013
Raymond James Financial Inc. May 2013 - August 2013
United Technologies February 2012 - May 2012
Hua An Fund Management Co. Ltd. August 2011 - October 2011
Siemens Healthcare July 2011 - July 2011
Skills
Microsoft Excel, English, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Budgets, Windows, Outlook, Financial Analysis, Photoshop, Adobe Audition, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Science in Business, Finance, General, 3.6/4.0
Shanghai Stock Exchange April 2014 - Present
Basil Street Financial Management September 2013 - December 2013
Raymond James Financial Inc. May 2013 - August 2013
United Technologies February 2012 - May 2012
Hua An Fund Management Co. Ltd. August 2011 - October 2011
Siemens Healthcare July 2011 - July 2011
Skills
Microsoft Excel, English, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Budgets, Windows, Outlook, Financial Analysis, Photoshop, Adobe Audition, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Science in Business, Finance, General, 3.6/4.0
Eric Harter Eric Harter's Raymond James Financial Inc. Experience February 2015 - Present
Job Advisor Choice Consultant
Industry Financial Services
Experience
Raymond James Financial Inc. February 2015 - Present
Raymond James Financial Inc. July 2014 - Present
Raymond James June 2012 - July 2014
Eagle Asset Management September 2007 - June 2012
Colonial Bank December 2005 - September 2007
Skills
Series 7, Series 66, Portfolio Management, Portfolio Performance..., Investment Strategies, Asset Management, Uniform Combined State..., Separately Managed..., Series 6, Series 63, Wealth Management
Education
University of Michigan 1998 — 2003
Bachelor's degree, Economics/Sociology
Raymond James Financial Inc. February 2015 - Present
Raymond James Financial Inc. July 2014 - Present
Raymond James June 2012 - July 2014
Eagle Asset Management September 2007 - June 2012
Colonial Bank December 2005 - September 2007
Skills
Series 7, Series 66, Portfolio Management, Portfolio Performance..., Investment Strategies, Asset Management, Uniform Combined State..., Separately Managed..., Series 6, Series 63, Wealth Management
Education
University of Michigan 1998 — 2003
Bachelor's degree, Economics/Sociology
Emily Joseph's Raymond James Financial Inc. Experience May 2014 - August 2014
Job KIND Campus Ambassador
Industry Public Relations and Communications
Experience
KIND August 2013 - Present
Herbert Wellness Center August 2012 - Present
New York Yankees June 2015 - July 2015
Butler Center for Service and Leaderhsip August 2014 - May 2015
Raymond James Financial Inc. May 2014 - August 2014
UMPREP January 2013 - May 2013
Skills
Public Relations, Adobe Creative Suite, Blogging, Social Networking, Sports, Social Media, Microsoft Office, Graphic Design, Event Management, Journalism, Publishing, Editorial, Event Planning, Facebook, Social Media Marketing, Press Releases, Marketing Communications, Marketing, Copywriting
Education
University of Miami 2012 — 2015
Bachelor's Degree, Public Relations, 3.91
KIND August 2013 - Present
Herbert Wellness Center August 2012 - Present
New York Yankees June 2015 - July 2015
Butler Center for Service and Leaderhsip August 2014 - May 2015
Raymond James Financial Inc. May 2014 - August 2014
UMPREP January 2013 - May 2013
Skills
Public Relations, Adobe Creative Suite, Blogging, Social Networking, Sports, Social Media, Microsoft Office, Graphic Design, Event Management, Journalism, Publishing, Editorial, Event Planning, Facebook, Social Media Marketing, Press Releases, Marketing Communications, Marketing, Copywriting
Education
University of Miami 2012 — 2015
Bachelor's Degree, Public Relations, 3.91
James Wm. Hale's Raymond James Financial Inc. Experience November 2012 - Present
Job Director, Alternative Investments Group at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
Fund Evaluation Group March 2010 - October 2012
Walnut Street Advisory, LLC October 2009 - December 2010
Property Advisors, LLC 2007 - 2009
Skills
Private Equity, Alternative Investments, Operations Management, Financial Analysis, Financial Modeling, Process Improvement, Risk Management, Data Analysis, Asset Management, Investments, Asset Allocation, Problem Solving, Economic Development, Microsoft Office, Excel, Microsoft Office..., Mergers & Acquisitions, Asset Managment, Finance, Strategy, Management
Education
University of Kentucky 2002 — 2006
Bachelor of Business Adminstration
Raymond James Financial Inc. November 2012 - Present
Fund Evaluation Group March 2010 - October 2012
Walnut Street Advisory, LLC October 2009 - December 2010
Property Advisors, LLC 2007 - 2009
Skills
Private Equity, Alternative Investments, Operations Management, Financial Analysis, Financial Modeling, Process Improvement, Risk Management, Data Analysis, Asset Management, Investments, Asset Allocation, Problem Solving, Economic Development, Microsoft Office, Excel, Microsoft Office..., Mergers & Acquisitions, Asset Managment, Finance, Strategy, Management
Education
University of Kentucky 2002 — 2006
Bachelor of Business Adminstration
Alexander Rownd Alexander Rownd's Raymond James Financial Inc. Experience May 2012 - August 2012
Job Assistant Vice President REIT Banking Group at SunTrust Bank
Industry Investment Banking
Experience
SunTrust Bank March 2014 - Present
SunTrust Robinson Humphrey July 2013 - March 2014
Raymond James Financial Inc. May 2012 - August 2012
White Oak Partners LLC October 2011 - May 2012
KBW June 2010 - August 2010
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (BS), Business Administration - Finance Area of Emphasis
North Mecklenburg High School 2005 — 2009
SunTrust Bank March 2014 - Present
SunTrust Robinson Humphrey July 2013 - March 2014
Raymond James Financial Inc. May 2012 - August 2012
White Oak Partners LLC October 2011 - May 2012
KBW June 2010 - August 2010
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (BS), Business Administration - Finance Area of Emphasis
North Mecklenburg High School 2005 — 2009
Bradley Pagliaro Bradley Pagliaro's Raymond James Financial Inc. Experience August 2012 - July 2014
Job Analyst, Marketing Regulatory Review at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2014 - Present
Raymond James Financial Inc. August 2012 - July 2014
Raymond James & Associates, Inc. October 2010 - August 2012
Florcon Corporation September 2008 - February 2010
TIAA-CREF March 2006 - September 2008
Banc of America Investment Services, Inc June 2005 - November 2005
Bank of America Private Bank June 2004 - June 2005
Charlotte Metro Federal Credit Union August 1998 - June 2004
Skills
Financial Services, Investments, Business Analysis, Training Delivery, Team Leadership, Employee Training, Business Development, Team Building, Strategic Financial..., Management, Leadership, FINRA, AML, Finance, Strategic Planning, Mutual Funds, Training, Marketing, Securities, Process Improvement, Compliance, Budgets, Portfolio Management, Risk Management, Credit, Banking, Business Process..., Trading, Loans, Data Analysis, Retirement Planning, Relationship Management, 401k, Wealth Management, Credit Unions, Options, Vendor Management, Strategic Communications, Internal Communications, Policy Writing, Procedure Development
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Bachelor of Science in Business Administration, Majors in Finance (Financial Management Concentration) and Marketing
LPL Financial August 2014 - Present
Raymond James Financial Inc. August 2012 - July 2014
Raymond James & Associates, Inc. October 2010 - August 2012
Florcon Corporation September 2008 - February 2010
TIAA-CREF March 2006 - September 2008
Banc of America Investment Services, Inc June 2005 - November 2005
Bank of America Private Bank June 2004 - June 2005
Charlotte Metro Federal Credit Union August 1998 - June 2004
Skills
Financial Services, Investments, Business Analysis, Training Delivery, Team Leadership, Employee Training, Business Development, Team Building, Strategic Financial..., Management, Leadership, FINRA, AML, Finance, Strategic Planning, Mutual Funds, Training, Marketing, Securities, Process Improvement, Compliance, Budgets, Portfolio Management, Risk Management, Credit, Banking, Business Process..., Trading, Loans, Data Analysis, Retirement Planning, Relationship Management, 401k, Wealth Management, Credit Unions, Options, Vendor Management, Strategic Communications, Internal Communications, Policy Writing, Procedure Development
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Bachelor of Science in Business Administration, Majors in Finance (Financial Management Concentration) and Marketing
Alicia Vogt Alicia Vogt's Raymond James Financial Inc. Experience June 2009 - September 2011
Job Account Manager at Point360
Industry Media Production
Experience
Point 360 July 2015 - Present
Visual Data Media Services October 2014 - July 2015
Deluxe Digital Studios November 2011 - October 2014
Raymond James Financial Inc. June 2009 - September 2011
Junta de Andalucía October 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Administration, Databases, Spanish, Training, Interviews, Digital Media, Television, Film, Post Production, Video, Video Production, Entertainment, Management, Project Management, Organizational..., Organizational...
Education
University of Nebraska-Lincoln 2003 — 2008
BA & BSBA, Spanish & International Business
Point 360 July 2015 - Present
Visual Data Media Services October 2014 - July 2015
Deluxe Digital Studios November 2011 - October 2014
Raymond James Financial Inc. June 2009 - September 2011
Junta de Andalucía October 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Administration, Databases, Spanish, Training, Interviews, Digital Media, Television, Film, Post Production, Video, Video Production, Entertainment, Management, Project Management, Organizational..., Organizational...
Education
University of Nebraska-Lincoln 2003 — 2008
BA & BSBA, Spanish & International Business
Derek Thieme Derek Thieme's Raymond James Financial Inc. Experience August 2012 - Present
Job Controller at Eagle Asset Management
Industry Investment Management
Experience
Raymond James Financial Inc. August 2012 - Present
Eagle Asset Management August 2012 - Present
Eagle Asset Management February 2004 - August 2012
PwC 2003 - 2004
Ivy Funds 2000 - 2003
Franklin Templeton Investments 1994 - 2000
Skills
Highly Analytical, Managerial Experience, Attention To Detail, Budgets, Management, Forecasting, Auditing, Analytical Skills, Accounting, Financial Audits, Financial Modeling, Variance Analysis, Investments, Mutual Funds
Education
University of Miami - School of Business 1998 — 1999
Master of Business Administration, International Finance
University of Wisconsin-Eau Claire 1989 — 1994
Bachelor of Business Administration, Accounting & Finance
Raymond James Financial Inc. August 2012 - Present
Eagle Asset Management August 2012 - Present
Eagle Asset Management February 2004 - August 2012
PwC 2003 - 2004
Ivy Funds 2000 - 2003
Franklin Templeton Investments 1994 - 2000
Skills
Highly Analytical, Managerial Experience, Attention To Detail, Budgets, Management, Forecasting, Auditing, Analytical Skills, Accounting, Financial Audits, Financial Modeling, Variance Analysis, Investments, Mutual Funds
Education
University of Miami - School of Business 1998 — 1999
Master of Business Administration, International Finance
University of Wisconsin-Eau Claire 1989 — 1994
Bachelor of Business Administration, Accounting & Finance
Patrick Bressler, CIMA® Patrick Bressler, CIMA®'s Raymond James Financial Inc. Experience 2015 - Present
Job Investment Management
Industry Investment Management
Experience
Raymond James Financial, Inc. 2015 - Present
Raymond James Financial Inc. 2006 - 2014
Skills
Series 7, Mutual Funds, Series 66, Certified Investment..., Investment Advisory, Separately Managed..., Sales Presentations, High Net Worth..., CIMA, Sales Management, Business Development, Uniform Combined State..., Investments, Investment Management, Portfolio Management, Asset Allocation, Retirement Planning, Financial Services, Asset Management, Series 63
Education
University of Pennsylvania, Wharton School of Business
Certified Investment Management Analyst (CIMA)
University of Mississippi - School of Business Administration
Bachelor of Science (B.S.), Banking & Finance
Raymond James Financial, Inc. 2015 - Present
Raymond James Financial Inc. 2006 - 2014
Skills
Series 7, Mutual Funds, Series 66, Certified Investment..., Investment Advisory, Separately Managed..., Sales Presentations, High Net Worth..., CIMA, Sales Management, Business Development, Uniform Combined State..., Investments, Investment Management, Portfolio Management, Asset Allocation, Retirement Planning, Financial Services, Asset Management, Series 63
Education
University of Pennsylvania, Wharton School of Business
Certified Investment Management Analyst (CIMA)
University of Mississippi - School of Business Administration
Bachelor of Science (B.S.), Banking & Finance
Kamal Daghistani Kamal Daghistani's Raymond James Financial Inc. Experience June 2014 - June 2015
Job Financial Analyst at Bay4 Energy Services, LLC
Industry Financial Services
Experience
Bay4 Energy Services, LLC June 2015 - Present
Raymond James Financial Inc. June 2014 - June 2015
University of Miami August 2010 - May 2014
Citizen Energy June 2013 - October 2013
US Securities and Exchange Commission May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Finance, Microsoft Word, Bloomberg, LEED Accredited, Market Research, Sustainability, Energy Efficiency, Community Outreach, Analysis, Data Analysis, Research, Auditing, Policy
Education
University of Miami 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Bay4 Energy Services, LLC June 2015 - Present
Raymond James Financial Inc. June 2014 - June 2015
University of Miami August 2010 - May 2014
Citizen Energy June 2013 - October 2013
US Securities and Exchange Commission May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Finance, Microsoft Word, Bloomberg, LEED Accredited, Market Research, Sustainability, Energy Efficiency, Community Outreach, Analysis, Data Analysis, Research, Auditing, Policy
Education
University of Miami 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Lance Hall Lance Hall's Raymond James Financial Inc. Experience April 2014 - Present
Job IT Customer Service Analyst Level II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial Inc. July 2009 - Present
Cuttin UP Lawn Service March 2001 - Present
Skills
Customer Service, Strategic Planning, Team Building, Microsoft Excel, Process Improvement, Financial Analysis, Investments, Troubleshooting, SharePoint, Vendor Management
Education
University of Mississippi 2005 — 2008
Bachelor's degree, Business Administration, Management and Operations
Gateway Christian School 2002 — 2005
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial Inc. July 2009 - Present
Cuttin UP Lawn Service March 2001 - Present
Skills
Customer Service, Strategic Planning, Team Building, Microsoft Excel, Process Improvement, Financial Analysis, Investments, Troubleshooting, SharePoint, Vendor Management
Education
University of Mississippi 2005 — 2008
Bachelor's degree, Business Administration, Management and Operations
Gateway Christian School 2002 — 2005
Earl Johnson IV Earl Johnson IV's Raymond James Financial Inc. Experience January 2012 - Present
Job Institutional Equity Trader; Assistant Vice President at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2012 - Present
Moore Capital Management 2011 - 2011
Moore Capital Management May 2010 - August 2010
Skills
Equity Trading, Stock Trading, Market Making, Sales Trading, Equities, TMT, Equities Technology, Investment Sales, Direct Client..., Establish & Maintain..., Healthcare Analytics, Bloomberg, Media, Technology, Telecommunications, Series 63, Mutual Funds, Sales, Trading Systems, Financial Modeling, Trading, Financial Analysis, Investments, FINRA, Microsoft Office, Options, Hedge Funds, Series 7, Valuation
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), Management and Society
University of North Carolina at Chapel Hill 2008 — 2008
London Study Abroad Program through LSE
Raymond James Financial Inc. January 2012 - Present
Moore Capital Management 2011 - 2011
Moore Capital Management May 2010 - August 2010
Skills
Equity Trading, Stock Trading, Market Making, Sales Trading, Equities, TMT, Equities Technology, Investment Sales, Direct Client..., Establish & Maintain..., Healthcare Analytics, Bloomberg, Media, Technology, Telecommunications, Series 63, Mutual Funds, Sales, Trading Systems, Financial Modeling, Trading, Financial Analysis, Investments, FINRA, Microsoft Office, Options, Hedge Funds, Series 7, Valuation
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), Management and Society
University of North Carolina at Chapel Hill 2008 — 2008
London Study Abroad Program through LSE
Steve Gaddy Steve Gaddy's Raymond James Financial Inc. Experience January 1985 - 2012
Job Performance Coach at The Oechsli Institute
Industry Higher Education
Experience
The Oechsli Institute February 2013 - Present
Sandhills Community College January 2007 - Present
Raymond James Financial Inc. January 1985 - 2012
Skills
Certified Financial..., Leadership Development, Project Management, Wealth Management, Asset Management, Customer Service, Retirement Planning, Securities, Investments, Portfolio Management, Financial Advisory, Financial Services, Estate Planning, Retirement, Strategic Planning, Strategic Financial..., Fixed Annuities, Financial Planners, Wealth, Series 7, Asset Allocation, Investment Advisory, Higher Education, Personal Finance, Investment Management, Business Planning, Mutual Funds
Education
Wake Forest University 1966 — 1970
Bachelor of Arts, Psychology
The College of William and Mary 1971 — 1974
Master of Arts, Education
University of North Carolina at Chapel Hill 1986 — 1991
Doctoral Studies, Higher Education/Higher Education Administration
The Oechsli Institute February 2013 - Present
Sandhills Community College January 2007 - Present
Raymond James Financial Inc. January 1985 - 2012
Skills
Certified Financial..., Leadership Development, Project Management, Wealth Management, Asset Management, Customer Service, Retirement Planning, Securities, Investments, Portfolio Management, Financial Advisory, Financial Services, Estate Planning, Retirement, Strategic Planning, Strategic Financial..., Fixed Annuities, Financial Planners, Wealth, Series 7, Asset Allocation, Investment Advisory, Higher Education, Personal Finance, Investment Management, Business Planning, Mutual Funds
Education
Wake Forest University 1966 — 1970
Bachelor of Arts, Psychology
The College of William and Mary 1971 — 1974
Master of Arts, Education
University of North Carolina at Chapel Hill 1986 — 1991
Doctoral Studies, Higher Education/Higher Education Administration
Janelle Baranowski Janelle Baranowski's Raymond James Financial Inc. Experience August 2014 - Present
Job Account Executive at Raymond James Financial, Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial Inc. August 2014 - Present
Skills
Marketing, Sales, Relationship Mgmt, CRM, Marketing Strategy, Integrated Marketing, Digital Media, Digital Marketing, Social Media, Local Marketing, Marketing for Small..., B2B Marketing Strategy, Brand Development, Marketing Communications, Copywriting, Strategy, Teamwork, Management, Sales Operations, Data Analysis, Merchandising, Social Media Marketing, Advertising
Education
University of Michigan 2001 — 2005
BA with Honors, History, Eastern European Studies
Dundee High School
SGH
Raymond James Financial Inc. August 2014 - Present
Skills
Marketing, Sales, Relationship Mgmt, CRM, Marketing Strategy, Integrated Marketing, Digital Media, Digital Marketing, Social Media, Local Marketing, Marketing for Small..., B2B Marketing Strategy, Brand Development, Marketing Communications, Copywriting, Strategy, Teamwork, Management, Sales Operations, Data Analysis, Merchandising, Social Media Marketing, Advertising
Education
University of Michigan 2001 — 2005
BA with Honors, History, Eastern European Studies
Dundee High School
SGH
Valerie Harper Valerie Harper's Raymond James Financial Inc. Experience March 2011 - June 2013
Job Family Court Facilitator at 18th Judicial District
Industry Law Practice
Experience
18th Judicial District Court September 2014 - Present
The Resource Center for Separating & Divorcing Families January 2014 - July 2014
18th Judicial District Court August 2013 - December 2013
Mediation & Arbitration Clinic August 2013 - December 2013
Truhlar & Truhlar LLP June 2013 - July 2013
Raymond James Financial Inc. March 2011 - June 2013
Charles Schwab November 2007 - October 2010
Skills
Securities, Legal Writing, Legal Research, Westlaw, Lexis, Mutual Funds, Family Law, Employment Law, Financial Analysis, Wealth Management, Finance, Investment Strategies, Risk Management, Private Equity, Insurance, Series 7, Analysis, Investments, Banking, Options, Series 63, Asset Allocation, Cash Management, Alternative Investments, Stocks, 401k, Retirement, Equity Research, Bonds, Equity Trading, Financial Services
Education
University of Denver - Sturm College of Law 2010 — 2014
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Nevada-Las Vegas - College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of San Diego 2002 — 2004
Bachelor of Arts (B.A.), Political Science and Government
18th Judicial District Court September 2014 - Present
The Resource Center for Separating & Divorcing Families January 2014 - July 2014
18th Judicial District Court August 2013 - December 2013
Mediation & Arbitration Clinic August 2013 - December 2013
Truhlar & Truhlar LLP June 2013 - July 2013
Raymond James Financial Inc. March 2011 - June 2013
Charles Schwab November 2007 - October 2010
Skills
Securities, Legal Writing, Legal Research, Westlaw, Lexis, Mutual Funds, Family Law, Employment Law, Financial Analysis, Wealth Management, Finance, Investment Strategies, Risk Management, Private Equity, Insurance, Series 7, Analysis, Investments, Banking, Options, Series 63, Asset Allocation, Cash Management, Alternative Investments, Stocks, 401k, Retirement, Equity Research, Bonds, Equity Trading, Financial Services
Education
University of Denver - Sturm College of Law 2010 — 2014
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Nevada-Las Vegas - College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of San Diego 2002 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Andrew Cartledge Andrew Cartledge's Raymond James Financial Inc. Experience April 2013 - December 2013
Job Account Executive
Industry Telecommunications
Experience
Mobile Communications June 2015 - Present
Wells Fargo January 2014 - May 2015
Raymond James Financial Inc. April 2013 - December 2013
Morgan Stanley October 2012 - December 2012
Oxford University Club April 2010 - July 2010
Malone's Office Equipment June 2009 - August 2009
The S & S Company May 2006 - August 2006
Skills
Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Research, Accounting, Windows, Financial Modeling, Mathematics, Crunching Numbers, Managerial Finance, Communication Skills, Analytic Problem Solving, Strategic Financial..., Solution Implementation, Social Media Marketing, Cold Calling, Marketing Strategies, Financial Solutions, Excel Spreedsheet, Website Creations, Social Networking, Asset Management, Financial Advisory, Securities
Education
University of Mississippi - School of Business Administration 2007 — 2011
Bachelor of Business Administration (B.B.A.), Managerial Finance
Brookstone School 1992 — 2007
4k-12th
Mobile Communications June 2015 - Present
Wells Fargo January 2014 - May 2015
Raymond James Financial Inc. April 2013 - December 2013
Morgan Stanley October 2012 - December 2012
Oxford University Club April 2010 - July 2010
Malone's Office Equipment June 2009 - August 2009
The S & S Company May 2006 - August 2006
Skills
Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Research, Accounting, Windows, Financial Modeling, Mathematics, Crunching Numbers, Managerial Finance, Communication Skills, Analytic Problem Solving, Strategic Financial..., Solution Implementation, Social Media Marketing, Cold Calling, Marketing Strategies, Financial Solutions, Excel Spreedsheet, Website Creations, Social Networking, Asset Management, Financial Advisory, Securities
Education
University of Mississippi - School of Business Administration 2007 — 2011
Bachelor of Business Administration (B.B.A.), Managerial Finance
Brookstone School 1992 — 2007
4k-12th
Evan Norton Evan Norton's Raymond James Financial Inc. Experience July 2014 - Present
Job Health Care Investment Banking at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2014 - Present
Deloitte and Touche September 2009 - June 2014
Skills
External Audit, CPA, Internal Audit, Accounting, Tax, Financial Audits, Financial Analysis, Sarbanes-Oxley, Corporate Tax, Consolidation, Managerial Finance, Due Diligence, Income Tax
Education
University of Mississippi 2008 — 2009
Master of Accountancy, Accounting
University of Mississippi 2004 — 2008
Bachelor of Accountancy
Raymond James Financial Inc. July 2014 - Present
Deloitte and Touche September 2009 - June 2014
Skills
External Audit, CPA, Internal Audit, Accounting, Tax, Financial Audits, Financial Analysis, Sarbanes-Oxley, Corporate Tax, Consolidation, Managerial Finance, Due Diligence, Income Tax
Education
University of Mississippi 2008 — 2009
Master of Accountancy, Accounting
University of Mississippi 2004 — 2008
Bachelor of Accountancy
Melinda Clemons, MBA's Raymond James Financial Inc. Experience 1997 - 1999
Job Senior Loan Officer at Capital Impact Partners
Industry Banking
Experience
Capital Impact Partners (formerly NCB Capital Impact) January 2014 - Present
Urban Partnership Bank 2008 - December 2013
JPMorgan Chase 2005 - 2008
JPMorgan Chase 2003 - 2005
JPMorgan Chase 2002 - 2003
Raymond James Financial Inc. 1997 - 1999
Skills
Loans, Commercial Banking, Underwriting, Credit Risk, Portfolio Management, Real Estate Financing, Community Development
Education
University of Michigan
Master of Business Administration (M.B.A.), Finance and Derivatives
University of Michigan
Bachelor's degree, Political Science and Government
Capital Impact Partners (formerly NCB Capital Impact) January 2014 - Present
Urban Partnership Bank 2008 - December 2013
JPMorgan Chase 2005 - 2008
JPMorgan Chase 2003 - 2005
JPMorgan Chase 2002 - 2003
Raymond James Financial Inc. 1997 - 1999
Skills
Loans, Commercial Banking, Underwriting, Credit Risk, Portfolio Management, Real Estate Financing, Community Development
Education
University of Michigan
Master of Business Administration (M.B.A.), Finance and Derivatives
University of Michigan
Bachelor's degree, Political Science and Government
Hunter Meisenheimer, CFA Hunter Meisenheimer, CFA's Raymond James Financial Inc. Experience October 2005 - Present
Job Senior Vice President Fixed Income Research
Industry Capital Markets
Experience
Raymond James Financial Inc. October 2005 - Present
Skills
Series 7, Series 63, Chartered Financial..., Fixed Income Analysis, Bonds, Bloomberg Terminal
Education
University of Mississippi 2000 — 2005
BBA '04, MBA '05, Managerial Finance, Banking and Finance
Raymond James Financial Inc. October 2005 - Present
Skills
Series 7, Series 63, Chartered Financial..., Fixed Income Analysis, Bonds, Bloomberg Terminal
Education
University of Mississippi 2000 — 2005
BBA '04, MBA '05, Managerial Finance, Banking and Finance
Andrew Rumbelow Andrew Rumbelow's Raymond James Financial Inc. Experience September 2014 - Present
Job MBA Candidate University of Mississippi School of Business Administration
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Fidelity Investments July 2013 - April 2014
Fidelity Investments June 2012 - July 2013
Fidelity Investments January 2012 - June 2012
Skills
Valuation, Investments, Mutual Funds, Fixed Income Analysis, Equity Research, Bloomberg Terminal, Analysis, Fixed Income, Securities
Education
University of Mississippi - School of Business Administration 2014 — 2015
Master of Business Administration (M.B.A.)
Rhodes College 2007 — 2012
Bachelor of Arts (B.A.), International/Global Studies
Raymond James Financial Inc. September 2014 - Present
Fidelity Investments July 2013 - April 2014
Fidelity Investments June 2012 - July 2013
Fidelity Investments January 2012 - June 2012
Skills
Valuation, Investments, Mutual Funds, Fixed Income Analysis, Equity Research, Bloomberg Terminal, Analysis, Fixed Income, Securities
Education
University of Mississippi - School of Business Administration 2014 — 2015
Master of Business Administration (M.B.A.)
Rhodes College 2007 — 2012
Bachelor of Arts (B.A.), International/Global Studies
Austin Hall's Raymond James Financial Inc. Experience September 2009 - June 2010
Job CPA Candidate
Industry Financial Services
Experience
IAC Group May 2015 - August 2015
Accounting Aid Society January 2015 - April 2015
Merrill Lynch January 2014 - September 2014
Costco Wholesale September 2010 - December 2013
Fonecta Oy June 2013 - August 2013
Automation Alley June 2012 - August 2012
Railmark Holdings Inc. September 2009 - September 2010
Raymond James Financial Inc. September 2009 - June 2010
Skills
Microsoft Excel, Time Management, Customer Service, PowerPoint, Project Management, Leadership, Public Speaking, Event Planning, Marketing, Communication Skills, Mac OS, Team Building, Income Tax, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2016
Master's Degree, Accounting
University of Michigan-Dearborn 2010 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Aalto School of Economics - Helsinki, Finland 2013 — 2013
Minor in Information Technology Management, Information Technology
IAC Group May 2015 - August 2015
Accounting Aid Society January 2015 - April 2015
Merrill Lynch January 2014 - September 2014
Costco Wholesale September 2010 - December 2013
Fonecta Oy June 2013 - August 2013
Automation Alley June 2012 - August 2012
Railmark Holdings Inc. September 2009 - September 2010
Raymond James Financial Inc. September 2009 - June 2010
Skills
Microsoft Excel, Time Management, Customer Service, PowerPoint, Project Management, Leadership, Public Speaking, Event Planning, Marketing, Communication Skills, Mac OS, Team Building, Income Tax, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2016
Master's Degree, Accounting
University of Michigan-Dearborn 2010 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Aalto School of Economics - Helsinki, Finland 2013 — 2013
Minor in Information Technology Management, Information Technology
Scott Kupres Scott Kupres's Raymond James Financial Inc. Experience July 2014 - Present
Job Student at University of North Carolina at Chapel Hill
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - Present
Conventions, Sports & Leisure International May 2013 - August 2013
Gerson Lehrman Group June 2012 - August 2012
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Valuation
Education
University of North Carolina at Chapel Hill 2010 — 2014
BSBA, Finance
Raymond James Financial Inc. July 2014 - Present
Conventions, Sports & Leisure International May 2013 - August 2013
Gerson Lehrman Group June 2012 - August 2012
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Valuation
Education
University of North Carolina at Chapel Hill 2010 — 2014
BSBA, Finance
Daniel Ballou's Raymond James Financial Inc. Experience November 2011 - May 2012
Job Internal Wholesaler at Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 2013 - Present
Putnam Investments October 2012 - May 2013
Raymond James Financial Inc. November 2011 - May 2012
University of Miami October 2011 - May 2012
Enterprise Rent-A-Car Branch 1022 May 2011 - August 2011
Education
University of Miami 2008 — 2012
Bachelor of Business Administration, Finance
Barnstable High School 2004 — 2008
Putnam Investments June 2013 - Present
Putnam Investments October 2012 - May 2013
Raymond James Financial Inc. November 2011 - May 2012
University of Miami October 2011 - May 2012
Enterprise Rent-A-Car Branch 1022 May 2011 - August 2011
Education
University of Miami 2008 — 2012
Bachelor of Business Administration, Finance
Barnstable High School 2004 — 2008
Logan Phillips Logan Phillips's Raymond James Financial Inc. Experience February 2013 - Present
Job Vice President with The Phillips Group at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan February 2007 - February 2013
Home Builders Association of Mississippi January 2005 - January 2007
Skills
Investments, Asset Allocation, Mutual Funds
Education
University of Mississippi 1998 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jackson Academy
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan February 2007 - February 2013
Home Builders Association of Mississippi January 2005 - January 2007
Skills
Investments, Asset Allocation, Mutual Funds
Education
University of Mississippi 1998 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jackson Academy
Christina Brewton Christina Brewton's Raymond James Financial Inc. Experience 2012 - 2015
Job Kellogg Company
Industry Logistics and Supply Chain
Experience
Kellogg Company March 2015 - Present
Raymond James Financial Inc. 2012 - 2015
Steelcase May 2006 - August 2008
Education
University of Michigan
Kellogg Company March 2015 - Present
Raymond James Financial Inc. 2012 - 2015
Steelcase May 2006 - August 2008
Education
University of Michigan
Greg Watts Greg Watts's Raymond James Financial Inc. Experience August 2011 - November 2013
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA November 2013 - Present
Raymond James Financial Inc. August 2011 - November 2013
Regal Securities, Inc. March 2010 - August 2011
Edward Jones May 2009 - March 2010
Skills
Financial Analysis, Strategic Financial..., Portfolio Management, Alternative Investments, Hedge Funds, Series 7, Investments, Finance, Asset Allocation, Mutual Funds, Investment Strategies, Series 24, Insurance, Wealth Management...
Education
University of Missouri-Columbia 2004 — 2009
Bachelor of Science (B.S.), Economics
USAA November 2013 - Present
Raymond James Financial Inc. August 2011 - November 2013
Regal Securities, Inc. March 2010 - August 2011
Edward Jones May 2009 - March 2010
Skills
Financial Analysis, Strategic Financial..., Portfolio Management, Alternative Investments, Hedge Funds, Series 7, Investments, Finance, Asset Allocation, Mutual Funds, Investment Strategies, Series 24, Insurance, Wealth Management...
Education
University of Missouri-Columbia 2004 — 2009
Bachelor of Science (B.S.), Economics
Robert Bjork, CFP® Robert Bjork, CFP®'s Raymond James Financial Inc. Experience 1985 - Present
Job CoFounder & Managing Partner at Birch Cove Group, Ltd.
Industry Financial Services
Experience
Collaborative Legacy Partners February 2014 - Present
Birch Cove Group, LTD. 2009 - Present
Raymond James Financial Inc. 1985 - Present
McNellis & Bjork, Ltd. 1996 - 2009
B&E Investment Advisers, Inc. 1985 - 1997
Business & Estate Advisers, Inc. 1985 - 1994
B&E Pension Advisers, Inc. 1985 - 1994
Skills
Financial Services, Finance, Investment Management, High Net Worth..., FINRA
Education
University of Minnesota - Carlson School of Management 1977 — 1981
Bachelor of Science (B.S.), Business
Collaborative Legacy Partners February 2014 - Present
Birch Cove Group, LTD. 2009 - Present
Raymond James Financial Inc. 1985 - Present
McNellis & Bjork, Ltd. 1996 - 2009
B&E Investment Advisers, Inc. 1985 - 1997
Business & Estate Advisers, Inc. 1985 - 1994
B&E Pension Advisers, Inc. 1985 - 1994
Skills
Financial Services, Finance, Investment Management, High Net Worth..., FINRA
Education
University of Minnesota - Carlson School of Management 1977 — 1981
Bachelor of Science (B.S.), Business
Diane Hardin Diane Hardin's Raymond James Financial Inc. Experience September 2012 - April 2013
Job Senior Project Manager at TECO Tampa Electric Company
Industry Information Technology and Services
Experience
TECO - Tampa Electric Company August 2014 - Present
TECO - Tampa Electric Company November 2013 - August 2014
Raymond James Financial Inc. September 2012 - April 2013
Motivano 2009 - 2012
First Bank 2003 - 2008
RehabCare Group Inc 2001 - 2002
General American Insurance 1983 - 2001
Skills
Project Management..., Project Management, SDLC, Business Analysis, Software Project..., PMP, Management, IT Management, Program Management, Process Improvement, SharePoint, Requirements Analysis, Cross-functional Team..., Visio, Disaster Recovery, Vendor Management, Team Building, Leadership, Integration, Business Process..., Business Intelligence
Education
University of Missouri-Rolla
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Information Technology
TECO - Tampa Electric Company August 2014 - Present
TECO - Tampa Electric Company November 2013 - August 2014
Raymond James Financial Inc. September 2012 - April 2013
Motivano 2009 - 2012
First Bank 2003 - 2008
RehabCare Group Inc 2001 - 2002
General American Insurance 1983 - 2001
Skills
Project Management..., Project Management, SDLC, Business Analysis, Software Project..., PMP, Management, IT Management, Program Management, Process Improvement, SharePoint, Requirements Analysis, Cross-functional Team..., Visio, Disaster Recovery, Vendor Management, Team Building, Leadership, Integration, Business Process..., Business Intelligence
Education
University of Missouri-Rolla
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Information Technology
Carrie Thevenot's Raymond James Financial Inc. Experience June 2013 - Present
Job Project Consultant at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
UBS Financial Services July 2010 - June 2013
UBS Financial Services July 2008 - July 2010
UBS Financial Services February 2005 - October 2008
Skills
Series 99, SDLC, Financial Services, Business Requirements, Business Analysis, Requirements Gathering, Project Management, Stakeholder Management
Education
University of Louisiana at Lafayette 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Raymond James Financial Inc. June 2013 - Present
UBS Financial Services July 2010 - June 2013
UBS Financial Services July 2008 - July 2010
UBS Financial Services February 2005 - October 2008
Skills
Series 99, SDLC, Financial Services, Business Requirements, Business Analysis, Requirements Gathering, Project Management, Stakeholder Management
Education
University of Louisiana at Lafayette 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Lisa Elkin-Schwartz Lisa Elkin-Schwartz's Raymond James Financial Inc. Experience June 1989 - April 2012
Job Retired
Industry Financial Services
Experience
Raymond James Financial Inc. June 1989 - April 2012
Drexel Burnham Lambert 1983 - June 1989
Donaldson, Lufkin & Jenrette 1979 - 1983
Skills
Series 7,63 and 24, Customer Service, Budgets, Accounts Receivable, Account Reconciliation, Accounts Payable, Quickbooks, Quicken, Outlook, Microsoft Word, Microsoft Excel, QuickBooks, Invoicing, Payroll, Bookkeeping, Access, Bonds
Education
University of Maine 1971 — 1974
Bachelor of Science (BS)
Raymond James Financial Inc. June 1989 - April 2012
Drexel Burnham Lambert 1983 - June 1989
Donaldson, Lufkin & Jenrette 1979 - 1983
Skills
Series 7,63 and 24, Customer Service, Budgets, Accounts Receivable, Account Reconciliation, Accounts Payable, Quickbooks, Quicken, Outlook, Microsoft Word, Microsoft Excel, QuickBooks, Invoicing, Payroll, Bookkeeping, Access, Bonds
Education
University of Maine 1971 — 1974
Bachelor of Science (BS)
Ben H. Spalding III's Raymond James Financial Inc. Experience January 2009 - August 2010
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2010 - Present
Raymond James Financial Inc. January 2009 - August 2010
Morgan Stanley July 1999 - January 2009
Skills
Investments, Retirement Planning, Insurance, Mutual Funds
Education
University of Kentucky 1981 — 1985
Wells Fargo Advisors, LLC August 2010 - Present
Raymond James Financial Inc. January 2009 - August 2010
Morgan Stanley July 1999 - January 2009
Skills
Investments, Retirement Planning, Insurance, Mutual Funds
Education
University of Kentucky 1981 — 1985
Joseph Baran III Joseph Baran III's Raymond James Financial Inc. Experience 2011 - Present
Job Portfolio Account Administrator at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2011 - Present
TD Auto Finance 2011 - 2011
Ameriprise Financial 1997 - 2009
H&R Block Financial Advisors 2002 - 2008
Skills
Series 7, Series 63, Investments, Financial Forecasting, SAP, Leadership, Strategic Financial..., Access, Finance, 401k, Accounting, Trading, Securities, Financial Advisory, Analysis, Internal Audit, Training, Credit, Portfolio Management, Mutual Funds, Bonds, Asset Allocation, FINRA, Options, Equities, Wealth Management, Investment Advisory, Series 24, Alternative Investments, Retirement Planning, Asset Management, Uniform Combined State..., Series 65, Fixed Income, Retirement, Financial Services, Investment Strategies, ETFs
Education
Walsh College 2010 — 2010
Arthur Strunk Fundamentals of Accounting
University of Michigan-Dearborn
BSA, Business Administration
Walsh College
MSF, Corporate Finance
Raymond James Financial Inc. 2011 - Present
TD Auto Finance 2011 - 2011
Ameriprise Financial 1997 - 2009
H&R Block Financial Advisors 2002 - 2008
Skills
Series 7, Series 63, Investments, Financial Forecasting, SAP, Leadership, Strategic Financial..., Access, Finance, 401k, Accounting, Trading, Securities, Financial Advisory, Analysis, Internal Audit, Training, Credit, Portfolio Management, Mutual Funds, Bonds, Asset Allocation, FINRA, Options, Equities, Wealth Management, Investment Advisory, Series 24, Alternative Investments, Retirement Planning, Asset Management, Uniform Combined State..., Series 65, Fixed Income, Retirement, Financial Services, Investment Strategies, ETFs
Education
Walsh College 2010 — 2010
Arthur Strunk Fundamentals of Accounting
University of Michigan-Dearborn
BSA, Business Administration
Walsh College
MSF, Corporate Finance
Blake Walter Blake Walter's Raymond James Financial Inc. Experience April 2012 - July 2013
Job Associate Director at Conisus LLC
Industry Investment Banking
Experience
Conisus LLC July 2014 - Present
Conisus LLC July 2013 - July 2014
Raymond James Financial Inc. April 2012 - July 2013
Morgan Keegan March 2011 - March 2012
Burke Capital Group, a division of Morgan Keegan & Co. November 2010 - February 2011
Dragonfly Capital May 2010 - November 2010
Merrill Lynch September 2009 - December 2009
Skills
Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Series 79, Series 63, SNL, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
BSBA, Finance
University of North Carolina at Chapel Hill 2006 — 2010
BSBA, Finance
Conisus LLC July 2014 - Present
Conisus LLC July 2013 - July 2014
Raymond James Financial Inc. April 2012 - July 2013
Morgan Keegan March 2011 - March 2012
Burke Capital Group, a division of Morgan Keegan & Co. November 2010 - February 2011
Dragonfly Capital May 2010 - November 2010
Merrill Lynch September 2009 - December 2009
Skills
Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Series 79, Series 63, SNL, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
BSBA, Finance
University of North Carolina at Chapel Hill 2006 — 2010
BSBA, Finance
Benjamin Ridley Benjamin Ridley's Raymond James Financial Inc. Experience November 2012 - Present
Job Client Services Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
Boston Financial Data Services September 2008 - July 2012
Skills
Mutual Funds, Customer Service, Investments, Financial Services, Process Improvement, Call Center, Project Management, Team Building, Retirement, 401k, Microsoft Office, Banking, Insurance, Series 7, Call Centers, Retirement Planning, Securities
Education
University of Maine 2004 — 2008
Bachelor of Arts (B.A.), Public Administration
Raymond James Financial Inc. November 2012 - Present
Boston Financial Data Services September 2008 - July 2012
Skills
Mutual Funds, Customer Service, Investments, Financial Services, Process Improvement, Call Center, Project Management, Team Building, Retirement, 401k, Microsoft Office, Banking, Insurance, Series 7, Call Centers, Retirement Planning, Securities
Education
University of Maine 2004 — 2008
Bachelor of Arts (B.A.), Public Administration
Jennifer (Jennifer Raupp) Magnesen Jennifer (Jennifer Raupp) Magnesen's Raymond James Financial Inc. Experience February 2013 - April 2013
Job Financial Advisor at Bradley Investment Center
Industry Financial Services
Experience
Bradley Investment Center* April 2013 - Present
Raymond James Financial Inc. February 2013 - April 2013
Raymond James Financial Inc. September 2011 - February 2013
Raymond James Financial Inc. January 2010 - September 2012
Raymond James Financial Inc. March 2008 - January 2010
Skills
Series 7, Series 63, Series 65, General Securities..., Training, Stock Trading, Teaching, Customer Service, Registered Investment..., Financial Services, Personal Financial..., Investments, Retirement, Financial Advisory, Finance, Securities, Financial Analysis, Retirement Planning, Wealth Management, Management, Mutual Funds, Process Improvement
Education
University of Michigan 2002 — 2006
Bachelor of Arts (B.A.)
University of St. Andrews 2005 — 2005
University of Michigan
Bradley Investment Center* April 2013 - Present
Raymond James Financial Inc. February 2013 - April 2013
Raymond James Financial Inc. September 2011 - February 2013
Raymond James Financial Inc. January 2010 - September 2012
Raymond James Financial Inc. March 2008 - January 2010
Skills
Series 7, Series 63, Series 65, General Securities..., Training, Stock Trading, Teaching, Customer Service, Registered Investment..., Financial Services, Personal Financial..., Investments, Retirement, Financial Advisory, Finance, Securities, Financial Analysis, Retirement Planning, Wealth Management, Management, Mutual Funds, Process Improvement
Education
University of Michigan 2002 — 2006
Bachelor of Arts (B.A.)
University of St. Andrews 2005 — 2005
University of Michigan
Chris Dewberry Chris Dewberry's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Analyst at Keefe, Bruyette, & Woods
Industry Investment Banking
Experience
Raymond James Financial Inc. May 2014 - August 2014
Harris Teeter May 2012 - August 2012
Skills
Investment Banking, Microsoft Excel, Finance, Leadership, Microsoft Office, Microsoft Word
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's Degree, Business Administration
Raymond James Financial Inc. May 2014 - August 2014
Harris Teeter May 2012 - August 2012
Skills
Investment Banking, Microsoft Excel, Finance, Leadership, Microsoft Office, Microsoft Word
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's Degree, Business Administration
Noble Fowler's Raymond James Financial Inc. Experience July 2015 - Present
Job Jr. Director at Triad Foundation Inc.
Industry Philanthropy
Experience
Raymond James Financial, Inc. July 2015 - Present
Triad Foundation, inc July 2010 - Present
Raymond James Financial Inc. June 2014 - August 2014
Maxus June 2013 - August 2013
Skills
Sales, Leadership, Microsoft Excel, Microsoft Word, Research, Due Diligence
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's Degree, Business Administration and Management, General, Senior
Raymond James Financial, Inc. July 2015 - Present
Triad Foundation, inc July 2010 - Present
Raymond James Financial Inc. June 2014 - August 2014
Maxus June 2013 - August 2013
Skills
Sales, Leadership, Microsoft Excel, Microsoft Word, Research, Due Diligence
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's Degree, Business Administration and Management, General, Senior
Dennis G. Stokley, RFC ® Dennis G. Stokley, RFC ®'s Raymond James Financial Inc. Experience June 2013 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
Dennis G Stokley Insurance Agency, Inc. An Independent Firm January 1997 - January 2014
Stokley Financial Group, Inc. An Independent firm April 1997 - July 2013
Education
University of North Carolina at Chapel Hill 1973 — 1977
BS, Industrial Relations and Psychology
Raymond James Financial Inc. June 2013 - Present
Dennis G Stokley Insurance Agency, Inc. An Independent Firm January 1997 - January 2014
Stokley Financial Group, Inc. An Independent firm April 1997 - July 2013
Education
University of North Carolina at Chapel Hill 1973 — 1977
BS, Industrial Relations and Psychology
Sany Bilani Sany Bilani's Raymond James Financial Inc. Experience October 2013 - Present
Job Analyst
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Plante Moran Financial Advisors September 2012 - May 2013
Telemus Capital Partners August 2009 - October 2012
Caribou Coffee September 2007 - July 2009
Majed Moughni Law Office May 2008 - August 2008
Florian Dental June 2005 - September 2007
Skills
Finance, Series 7, Portfolio Management, Mutual Funds, Trading, Fixed Income, Equities, Microsoft Excel, Investments, Microsoft Office, Financial Analysis, Analysis, Financial Modeling, Asset Management, Risk Management, Bloomberg, Asset Allocation, Public Speaking, Financial Planning, Wealth Management
Education
University of Michigan-Dearborn 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management
University of Michigan
University of Michigan
Bachelor of Science, Business Administration
Raymond James Financial Inc. October 2013 - Present
Plante Moran Financial Advisors September 2012 - May 2013
Telemus Capital Partners August 2009 - October 2012
Caribou Coffee September 2007 - July 2009
Majed Moughni Law Office May 2008 - August 2008
Florian Dental June 2005 - September 2007
Skills
Finance, Series 7, Portfolio Management, Mutual Funds, Trading, Fixed Income, Equities, Microsoft Excel, Investments, Microsoft Office, Financial Analysis, Analysis, Financial Modeling, Asset Management, Risk Management, Bloomberg, Asset Allocation, Public Speaking, Financial Planning, Wealth Management
Education
University of Michigan-Dearborn 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management
University of Michigan
University of Michigan
Bachelor of Science, Business Administration
Andrew Munerance Andrew Munerance's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Senior at University of Michigan Stephen M. Ross School of Business, Finance Major, Spanish Minor
Industry Financial Services
Experience
Rolls-Royce June 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Spanish, Corporate Finance, investments, Team Leadership, Analytic Thinking, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Rolls-Royce June 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Spanish, Corporate Finance, investments, Team Leadership, Analytic Thinking, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Derek Shillman Derek Shillman's Raymond James Financial Inc. Experience May 2011 - July 2011
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2014 - Present
Evercore May 2013 - August 2013
Pogoda Companies May 2012 - August 2012
Raymond James Financial Inc. May 2011 - July 2011
Skills
Microsoft Excel, Golf, CrossFit, Guitar, Piano, Clarinet, M&A experience, Financial Markets, Databases, Research, Website Development, Presentations, Spanish, Statistical Tools, Ski, Communication Skills, Financial Modeling, Debt Restructuring, Valuation, Mergers & Acquisitions, Financial Analysis, PowerPoint, Due Diligence, Communication, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration 2014, Finance & Accounting, High Distinction
University of Michigan 2010 — 2011
LSA, Life Sciences
Cranbrook Kingswood Upper School 2006 — 2010
High School
Evercore June 2014 - Present
Evercore May 2013 - August 2013
Pogoda Companies May 2012 - August 2012
Raymond James Financial Inc. May 2011 - July 2011
Skills
Microsoft Excel, Golf, CrossFit, Guitar, Piano, Clarinet, M&A experience, Financial Markets, Databases, Research, Website Development, Presentations, Spanish, Statistical Tools, Ski, Communication Skills, Financial Modeling, Debt Restructuring, Valuation, Mergers & Acquisitions, Financial Analysis, PowerPoint, Due Diligence, Communication, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration 2014, Finance & Accounting, High Distinction
University of Michigan 2010 — 2011
LSA, Life Sciences
Cranbrook Kingswood Upper School 2006 — 2010
High School
Beckett Brandewie's Raymond James Financial Inc. Experience July 2014 - Present
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2014 - Present
University of Michigan Ross School of Business August 2013 - May 2014
Raymond James Financial Inc. May 2013 - August 2013
Ballast Point Ventures 2012 - 2012
Education
University of Michigan 2010 — 2014
Bachelor of Science (BS), Bio-Molecular Science
Raymond James Financial Inc. July 2014 - Present
University of Michigan Ross School of Business August 2013 - May 2014
Raymond James Financial Inc. May 2013 - August 2013
Ballast Point Ventures 2012 - 2012
Education
University of Michigan 2010 — 2014
Bachelor of Science (BS), Bio-Molecular Science
Randy Parker Randy Parker's Raymond James Financial Inc. Experience November 2010 - Present
Job Senior Manager, Networking & Infrastructure Services at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. November 2010 - Present
Raymond James Financial Inc. May 2000 - November 2010
Raymond James Financial Inc. May 1999 - May 2000
Intermedia Communications May 1998 - April 1999
UPS April 1996 - May 1998
UPS March 1994 - April 1996
UPS December 1992 - March 1994
Skills
Data Center, DNS, Network Security, SharePoint, Active Directory, Switches, Microsoft SQL Server, Vendor Management, Routing, Cisco Technologies, VPN, Networking, Cost Control, Servers, Virtualization, Windows Server, Firewalls, ITIL, Cisco Routers, Troubleshooting, Hardware, VMware ESX, Enterprise Architecture, Technical Support, VoIP, Disaster Recovery, System Deployment, WAN, Enterprise Software, CISSP, Storage, VMware, Integration, Telecommunications, MPLS, Microsoft Exchange, IP, Cloud Computing, Business Continuity, Infrastructure, IT Management, Information Security, System Administration, Security, Visio, Citrix
Education
University of Maryland College Park
University of North Florida
Bachelor of Arts (BA), Business Administration
Raymond James Financial Inc. November 2010 - Present
Raymond James Financial Inc. May 2000 - November 2010
Raymond James Financial Inc. May 1999 - May 2000
Intermedia Communications May 1998 - April 1999
UPS April 1996 - May 1998
UPS March 1994 - April 1996
UPS December 1992 - March 1994
Skills
Data Center, DNS, Network Security, SharePoint, Active Directory, Switches, Microsoft SQL Server, Vendor Management, Routing, Cisco Technologies, VPN, Networking, Cost Control, Servers, Virtualization, Windows Server, Firewalls, ITIL, Cisco Routers, Troubleshooting, Hardware, VMware ESX, Enterprise Architecture, Technical Support, VoIP, Disaster Recovery, System Deployment, WAN, Enterprise Software, CISSP, Storage, VMware, Integration, Telecommunications, MPLS, Microsoft Exchange, IP, Cloud Computing, Business Continuity, Infrastructure, IT Management, Information Security, System Administration, Security, Visio, Citrix
Education
University of Maryland College Park
University of North Florida
Bachelor of Arts (BA), Business Administration
Logan Marshall Logan Marshall's Raymond James Financial Inc. Experience June 2015 - Present
Job Transition Consultant at Raymond James Financial Inc
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. October 2013 - May 2015
Lamar Advertising January 2013 - May 2013
Pelican Homes May 2011 - August 2011
High Pointe IT Consultants June 2010 - August 2010
Skills
SAP, ERP, Microsoft Office, Licensed Life & Health..., Networking, Account Management, Strategic Planning, Team Leadership, Management, Advertising, Negotiation, Budgets, Team Building, Cold Calling, Marketing, Insurance, Licensed Property &..., Insurance Adjusting
Education
University of Mississippi - School of Business Administration 2008 — 2012
BBA, Managerial Finance
St. Patrick Catholic High School 2007 — 2008
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. October 2013 - May 2015
Lamar Advertising January 2013 - May 2013
Pelican Homes May 2011 - August 2011
High Pointe IT Consultants June 2010 - August 2010
Skills
SAP, ERP, Microsoft Office, Licensed Life & Health..., Networking, Account Management, Strategic Planning, Team Leadership, Management, Advertising, Negotiation, Budgets, Team Building, Cold Calling, Marketing, Insurance, Licensed Property &..., Insurance Adjusting
Education
University of Mississippi - School of Business Administration 2008 — 2012
BBA, Managerial Finance
St. Patrick Catholic High School 2007 — 2008
James Lahay James Lahay's Raymond James Financial Inc. Experience 1995 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James Financial Inc. 1995 - 2012
Mariner Financial 1992 - 1995
Olde Discount Corporation 1984 - 1992
Skills
Series 7, Series 63, Departmental Development, Highly detail oriented, Economics, Corporate Finance, Financial Analysis, Quality Control, Corporate Actions, Compliance
Education
University of Michigan-Dearborn 1979 — 1982
B.S. Business Administration, Managerial Economics and Finance
Raymond James Financial Inc. 1995 - 2012
Mariner Financial 1992 - 1995
Olde Discount Corporation 1984 - 1992
Skills
Series 7, Series 63, Departmental Development, Highly detail oriented, Economics, Corporate Finance, Financial Analysis, Quality Control, Corporate Actions, Compliance
Education
University of Michigan-Dearborn 1979 — 1982
B.S. Business Administration, Managerial Economics and Finance
Alecos Nicolaou's Raymond James Financial Inc. Experience May 2008 - July 2008
Job Senior Consultant at EY
Industry Financial Services
Experience
EY September 2011 - Present
Grosvenor Capital Management May 2010 - July 2010
UBS June 2009 - August 2009
NAI Global May 2009 - June 2009
Raymond James Financial Inc. May 2008 - July 2008
Skills
Corporate Finance, Project Management, Finance, Financial Modeling, Management Consulting, Financial Analysis, Portfolio Management, Due Diligence, Valuation, Microsoft Excel, Data Analysis, Sarbanes-Oxley Act, Financial Reporting, Business Analysis, Business Strategy, Business Process..., Microsoft Office, Strategy, Auditing, Business Intelligence, Competitive Analysis, Market Research, Leadership, Mergers & Acquisitions, Risk Management, Analysis, Greek
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Strategy
University of Michigan 2007 — 2011
International Studies
EY September 2011 - Present
Grosvenor Capital Management May 2010 - July 2010
UBS June 2009 - August 2009
NAI Global May 2009 - June 2009
Raymond James Financial Inc. May 2008 - July 2008
Skills
Corporate Finance, Project Management, Finance, Financial Modeling, Management Consulting, Financial Analysis, Portfolio Management, Due Diligence, Valuation, Microsoft Excel, Data Analysis, Sarbanes-Oxley Act, Financial Reporting, Business Analysis, Business Strategy, Business Process..., Microsoft Office, Strategy, Auditing, Business Intelligence, Competitive Analysis, Market Research, Leadership, Mergers & Acquisitions, Risk Management, Analysis, Greek
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Strategy
University of Michigan 2007 — 2011
International Studies
Dario Mainella's Raymond James Financial Inc. Experience September 2006 - February 2008
Job Boutique Manager, Omega
Industry Public Relations and Communications
Experience
Swatch Group August 2012 - Present
Luigi's Pizza Cafe June 2004 - Present
Neiman Marcus September 2010 - July 2012
Raymond James Financial Inc. September 2006 - February 2008
Skills
Social Media, Public Relations, Customer Service, Public Speaking, Outlook, Retail, Management, Event Planning, Social Networking, PowerPoint, Facebook, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Fundraising, Trend Analysis, Sales Management, Sales Operations, Inventory Control, Retail Sales, Hiring, Retail Marketing
Education
University of Michigan 2004 — 2009
BA, Sociology sub-concentration Economics, Business and Society as well as Italian Language & Culture
Centro Linguistico Italiano Dante Alighieri School 2007 — 2008
Formal Italian Language
John Cabot University 2006 — 2007
Italian Language & Culture
Swatch Group August 2012 - Present
Luigi's Pizza Cafe June 2004 - Present
Neiman Marcus September 2010 - July 2012
Raymond James Financial Inc. September 2006 - February 2008
Skills
Social Media, Public Relations, Customer Service, Public Speaking, Outlook, Retail, Management, Event Planning, Social Networking, PowerPoint, Facebook, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Fundraising, Trend Analysis, Sales Management, Sales Operations, Inventory Control, Retail Sales, Hiring, Retail Marketing
Education
University of Michigan 2004 — 2009
BA, Sociology sub-concentration Economics, Business and Society as well as Italian Language & Culture
Centro Linguistico Italiano Dante Alighieri School 2007 — 2008
Formal Italian Language
John Cabot University 2006 — 2007
Italian Language & Culture
John Schoppe, WMS®, CRPC® John Schoppe, WMS®, CRPC®'s Raymond James Financial Inc. Experience August 2014 - Present
Job Vice President of Business Development at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Inc. June 2012 - July 2014
Raymond James Financial Inc. March 2007 - June 2012
Ameriprise Financial Services, Inc. May 2005 - March 2007
Ameriprise Financial Services, Inc. 2003 - 2005
Ameriprise Financial Services, Inc. 2001 - 2003
Skills
Apple, Direct Recruiting, Mac OS X, iPhone, iPad, Leadership Development, User Interface Design, Series 7, Series 66, Series 9/10, Series 4, Uniform Combined State..., Recruiting, Strategic Financial..., FINRA, Microsoft Dynamics, Dashboard, Asset Allocation, Series 24, OS X
Education
University of Maine at Farmington 1997 — 2001
Bachelor of Science, Business/Managerial Economics
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Inc. June 2012 - July 2014
Raymond James Financial Inc. March 2007 - June 2012
Ameriprise Financial Services, Inc. May 2005 - March 2007
Ameriprise Financial Services, Inc. 2003 - 2005
Ameriprise Financial Services, Inc. 2001 - 2003
Skills
Apple, Direct Recruiting, Mac OS X, iPhone, iPad, Leadership Development, User Interface Design, Series 7, Series 66, Series 9/10, Series 4, Uniform Combined State..., Recruiting, Strategic Financial..., FINRA, Microsoft Dynamics, Dashboard, Asset Allocation, Series 24, OS X
Education
University of Maine at Farmington 1997 — 2001
Bachelor of Science, Business/Managerial Economics
Denise Dunn's Raymond James Financial Inc. Experience June 1998 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Dunn Financial Services Corporation September 1998 - Present
Raymond James Financial Inc. June 1998 - Present
Down Syndrome Guild of Southeast Michigan January 2011 - January 2014
Skills
Team Building, Strategic Planning, Sales, Financial Analysis, Marketing, Strategy, New Business Development, Management, Start-ups, Finance, Leadership
Education
University of Michigan-Dearborn 1993 — 1998
Bachelor, Economics
Dunn Financial Services Corporation September 1998 - Present
Raymond James Financial Inc. June 1998 - Present
Down Syndrome Guild of Southeast Michigan January 2011 - January 2014
Skills
Team Building, Strategic Planning, Sales, Financial Analysis, Marketing, Strategy, New Business Development, Management, Start-ups, Finance, Leadership
Education
University of Michigan-Dearborn 1993 — 1998
Bachelor, Economics
Brad Driscoll Brad Driscoll's Raymond James Financial Inc. Experience May 2013 - August 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
JPMorgan Chase June 2014 - August 2014
Raymond James Financial Inc. May 2013 - August 2013
Park Street Advisors January 2013 - April 2013
Rahdert Steele Reynolds Driscoll Attorneys at Law December 2012 - January 2013
Otto G. Richter Library August 2011 - December 2012
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Financial Analysis, Public Speaking, Team Leadership, Leadership, Access, Marketing, Social Networking, English, Market Research, Sales, Event Planning, Entrepreneurship, Event Management
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Science, Business Administration; Finance and Accounting, 3.93
J.P. Morgan June 2015 - Present
JPMorgan Chase June 2014 - August 2014
Raymond James Financial Inc. May 2013 - August 2013
Park Street Advisors January 2013 - April 2013
Rahdert Steele Reynolds Driscoll Attorneys at Law December 2012 - January 2013
Otto G. Richter Library August 2011 - December 2012
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Financial Analysis, Public Speaking, Team Leadership, Leadership, Access, Marketing, Social Networking, English, Market Research, Sales, Event Planning, Entrepreneurship, Event Management
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Science, Business Administration; Finance and Accounting, 3.93
Steven Tripp's Raymond James Financial Inc. Experience April 2014 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2014 - Present
Sales & Marketing Consultant 2002 - January 2013
VieNet Inc October 2000 - January 2001
W. Oliver Tripp Company June 1981 - September 2000
Skills
Entrepreneurship, Marketing Strategy, Strategic Partnerships, New Business Development, Sales Management, B2B, Solution Selling, Account Management, Start-ups, Management, Product Marketing, Strategic Planning, Strategy, SaaS, Public Speaking, Business Strategy, Small Business, Change Management, Customer Service, Direct Marketing, Selling, Negotiation, Product Management, Event Management, Business Development, Healthcare, Channel, Packaging, Coaching, Microsoft Office, Integration, Team Management, Customer Relations, Problem Solving, Entrepreneur, Strategy Development, Operations Management, Consultative Selling
Education
University of Massachusetts, Amherst 1977 — 1981
BA, Business Administration; Marketing
Raymond James Financial Inc. April 2014 - Present
Sales & Marketing Consultant 2002 - January 2013
VieNet Inc October 2000 - January 2001
W. Oliver Tripp Company June 1981 - September 2000
Skills
Entrepreneurship, Marketing Strategy, Strategic Partnerships, New Business Development, Sales Management, B2B, Solution Selling, Account Management, Start-ups, Management, Product Marketing, Strategic Planning, Strategy, SaaS, Public Speaking, Business Strategy, Small Business, Change Management, Customer Service, Direct Marketing, Selling, Negotiation, Product Management, Event Management, Business Development, Healthcare, Channel, Packaging, Coaching, Microsoft Office, Integration, Team Management, Customer Relations, Problem Solving, Entrepreneur, Strategy Development, Operations Management, Consultative Selling
Education
University of Massachusetts, Amherst 1977 — 1981
BA, Business Administration; Marketing
Robert Yarbrough's Raymond James Financial Inc. Experience February 2012 - December 2012
Job Founder at OUR H.O.M.E.
Industry Logistics and Supply Chain
Experience
CenturyLink August 2014 - Present
OUR H.O.M.E. January 2011 - Present
Army National Guard February 2001 - September 2014
Oglesby Financial Group March 2013 - August 2014
Raymond James Financial Inc. February 2012 - December 2012
Regions Financial Corporation October 2010 - February 2012
Assurance Financial Group, LLC March 2009 - October 2010
Regions Financial Corporation September 2006 - March 2009
Skills
Leadership, Investments, Coaching, Team Building, Strategic Planning, Financial Analysis, Risk Management, Sales, Mutual Funds, Banking, Finance, Insurance, Management, Mortgage Lending, Retirement Planning, Portfolio Management, Marketing, Training, Analysis, Human Resources, Customer Service, Small Business, Loans
Education
University of Louisiana at Monroe 2006 — 2009
Bachelor of Business Administration (BBA), Management and Marketing
CenturyLink August 2014 - Present
OUR H.O.M.E. January 2011 - Present
Army National Guard February 2001 - September 2014
Oglesby Financial Group March 2013 - August 2014
Raymond James Financial Inc. February 2012 - December 2012
Regions Financial Corporation October 2010 - February 2012
Assurance Financial Group, LLC March 2009 - October 2010
Regions Financial Corporation September 2006 - March 2009
Skills
Leadership, Investments, Coaching, Team Building, Strategic Planning, Financial Analysis, Risk Management, Sales, Mutual Funds, Banking, Finance, Insurance, Management, Mortgage Lending, Retirement Planning, Portfolio Management, Marketing, Training, Analysis, Human Resources, Customer Service, Small Business, Loans
Education
University of Louisiana at Monroe 2006 — 2009
Bachelor of Business Administration (BBA), Management and Marketing
Gwen (Bruce) Villines, CRPC's Raymond James Financial Inc. Experience April 2000 - February 2005
Job Financial Services Professional
Industry Financial Services
Experience
Nationwide Retirement Solutions, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - October 2014
Diversified Investment Advisors February 2005 - August 2012
Raymond James Financial Inc. April 2000 - February 2005
Principal Financial Group January 1997 - April 2000
Skills
Series 7, Series 9, Series 10, Series 63, Brokerage Firm..., Chartered Retirement..., Strategic Financial..., Wealth Management, Securities, Mutual Funds, Investments, Asset Allocation, IRAs, Non-Qualified Deferred..., Retirement Planning, Retirement Plan..., Qualified Retirement..., Options, Pensions, Defined Benefit, Defined Contribution, Investment Advisory..., Investment Advisory..., General Securities..., Personal Financial..., Investment Management, Investment Advisory, Fixed Annuities, Variable Annuities, 401k Rollovers, Roth IRA, Alternative Investments, ETFs, Investment Strategies, College Savings Plans, Wealth, Wealth Accumulation, Wealth Management..., Risk Management, High Net Worth..., Relationship Management, Financial Goals, Stocks, Income Protection, 529 Plans, Portfolio Management, Financial Advisory, Financial Planners, Financial Services, Separately Managed...
Education
Murray State University 1993 — 1995
Bachelor of Business, Finance
University of Kentucky 1991 — 1992
Associate of Arts (A.A.), General Studies
Nationwide Retirement Solutions, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - October 2014
Diversified Investment Advisors February 2005 - August 2012
Raymond James Financial Inc. April 2000 - February 2005
Principal Financial Group January 1997 - April 2000
Skills
Series 7, Series 9, Series 10, Series 63, Brokerage Firm..., Chartered Retirement..., Strategic Financial..., Wealth Management, Securities, Mutual Funds, Investments, Asset Allocation, IRAs, Non-Qualified Deferred..., Retirement Planning, Retirement Plan..., Qualified Retirement..., Options, Pensions, Defined Benefit, Defined Contribution, Investment Advisory..., Investment Advisory..., General Securities..., Personal Financial..., Investment Management, Investment Advisory, Fixed Annuities, Variable Annuities, 401k Rollovers, Roth IRA, Alternative Investments, ETFs, Investment Strategies, College Savings Plans, Wealth, Wealth Accumulation, Wealth Management..., Risk Management, High Net Worth..., Relationship Management, Financial Goals, Stocks, Income Protection, 529 Plans, Portfolio Management, Financial Advisory, Financial Planners, Financial Services, Separately Managed...
Education
Murray State University 1993 — 1995
Bachelor of Business, Finance
University of Kentucky 1991 — 1992
Associate of Arts (A.A.), General Studies
Zachary Ford's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Financial Services Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Windows, Time Management, Finance, Marketing
Education
University of Miami 2013 — 2017
Bachelor’s Degree, Finance, General
Shorecrest Preparatory School 2011 — 2013
High School Diploma
Northwestern Mutual May 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Windows, Time Management, Finance, Marketing
Education
University of Miami 2013 — 2017
Bachelor’s Degree, Finance, General
Shorecrest Preparatory School 2011 — 2013
High School Diploma
Peter Diaz Peter Diaz's Raymond James Financial Inc. Experience June 2014 - August 2014
Job Legislative Intern at U.S. House of Representatives
Industry Higher Education
Experience
U.S. House of Representatives May 2015 - Present
University of North Carolina Interfraternity Council November 2014 - Present
UNC Honor System and Honor Court March 2013 - Present
University of North Carolina Student Congress April 2014 - April 2015
Raymond James Financial Inc. June 2014 - August 2014
Dream a Dream June 2013 - August 2013
Frog Hollow Camp June 2007 - July 2011
Skills
Public Speaking, Fundraising, Leadership, Government, Foreign Affairs, Economics, Team Leadership, Spanish, Global Politics, Microsoft Excel, PowerPoint, Information Research, Information Retrieval, Strategic Public..., Economic History, Student Affairs, Teaching, Nonprofits, Middle Eastern Studies, Arabic, Video Production, Video Editing
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Arts (BA), Political Science & Economics double major; Public Policy minor, Junior
The Lovett School 1998 — 2012
High School Diploma
U.S. House of Representatives May 2015 - Present
University of North Carolina Interfraternity Council November 2014 - Present
UNC Honor System and Honor Court March 2013 - Present
University of North Carolina Student Congress April 2014 - April 2015
Raymond James Financial Inc. June 2014 - August 2014
Dream a Dream June 2013 - August 2013
Frog Hollow Camp June 2007 - July 2011
Skills
Public Speaking, Fundraising, Leadership, Government, Foreign Affairs, Economics, Team Leadership, Spanish, Global Politics, Microsoft Excel, PowerPoint, Information Research, Information Retrieval, Strategic Public..., Economic History, Student Affairs, Teaching, Nonprofits, Middle Eastern Studies, Arabic, Video Production, Video Editing
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Arts (BA), Political Science & Economics double major; Public Policy minor, Junior
The Lovett School 1998 — 2012
High School Diploma
Jake Metzger Jake Metzger's Raymond James Financial Inc. Experience May 2012 - August 2012
Job Business Analyst at ICF International
Industry Information Technology and Services
Experience
ICF International July 2013 - Present
Raymond James Financial Inc. May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Business Analysis, Drupal, Microsoft Office, Microsoft Word, Research, Tableau
Education
University of Michigan 2009 — 2013
Bachelor's degree, Economics
ICF International July 2013 - Present
Raymond James Financial Inc. May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Business Analysis, Drupal, Microsoft Office, Microsoft Word, Research, Tableau
Education
University of Michigan 2009 — 2013
Bachelor's degree, Economics
Harish Beeram Harish Beeram's Raymond James Financial Inc. Experience January 2007 - September 2013
Job Sr. UI Architect at eMason Clarifire
Industry Information Technology and Services
Experience
Clarifire September 2013 - Present
Raymond James Financial Inc. January 2007 - September 2013
GlobalCynex Inc July 2005 - January 2007
Missouri S&T January 2003 - December 2004
Skills
HTML, HTML 5, ASP.NET, ASP.NET MVC, ASP.NET AJAX, CSS, CSS3, Mobile Applications, Software Architectural..., Software Solution..., WPF, XAML, JavaScript, jQuery, jQuery Mobile, Responsive Design, Telerik Controls, Infragistics, Silverlight, IBM Worklight, SharePoint, SharePlus, Adobe DPS, C#, .NET, Windows Forms, Dojo, Multi Channel Framework, REST, SOAP, Microsoft SQL Server, Distributed Caching, Mobile Architecture, WinForms, VB.NET, Android, MVC, User Interface, Architectures, HTML5, Architecture
Education
University of Missouri-Rolla 2002 — 2004
Master's degree, Mechanical Engineering
VNRVJIET, Hyderabad 1998 — 2002
Bachelor of Technology (BTech), Mechanical Engineering
Clarifire September 2013 - Present
Raymond James Financial Inc. January 2007 - September 2013
GlobalCynex Inc July 2005 - January 2007
Missouri S&T January 2003 - December 2004
Skills
HTML, HTML 5, ASP.NET, ASP.NET MVC, ASP.NET AJAX, CSS, CSS3, Mobile Applications, Software Architectural..., Software Solution..., WPF, XAML, JavaScript, jQuery, jQuery Mobile, Responsive Design, Telerik Controls, Infragistics, Silverlight, IBM Worklight, SharePoint, SharePlus, Adobe DPS, C#, .NET, Windows Forms, Dojo, Multi Channel Framework, REST, SOAP, Microsoft SQL Server, Distributed Caching, Mobile Architecture, WinForms, VB.NET, Android, MVC, User Interface, Architectures, HTML5, Architecture
Education
University of Missouri-Rolla 2002 — 2004
Master's degree, Mechanical Engineering
VNRVJIET, Hyderabad 1998 — 2002
Bachelor of Technology (BTech), Mechanical Engineering
Kara Proctor Kara Proctor's Raymond James Financial Inc. Experience September 2009 - August 2013
Job Associate Advisor at McGladrey Wealth Management LLC
Industry Investment Management
Experience
McGladrey August 2013 - Present
McGladrey Wealth Management LLC 2013 - Present
Raymond James Financial Inc. September 2009 - August 2013
Wells Fargo May 2007 - September 2009
Wells Fargo Private Bank 2007 - 2009
Skills
Higher Education, Research, Policy Analysis, Qualitative Research, Data Analysis, Statistics, Nonprofits, Public Speaking, Public Policy, Student Affairs, Program Evaluation, Teaching, Career Counseling, Organizational..., Social Media, Leadership Development, Leadership, Economics, Sustainability, Analysis
Education
University of Minnesota-Duluth 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
University of Wisconsin-Stout 2004 — 2005
McGladrey August 2013 - Present
McGladrey Wealth Management LLC 2013 - Present
Raymond James Financial Inc. September 2009 - August 2013
Wells Fargo May 2007 - September 2009
Wells Fargo Private Bank 2007 - 2009
Skills
Higher Education, Research, Policy Analysis, Qualitative Research, Data Analysis, Statistics, Nonprofits, Public Speaking, Public Policy, Student Affairs, Program Evaluation, Teaching, Career Counseling, Organizational..., Social Media, Leadership Development, Leadership, Economics, Sustainability, Analysis
Education
University of Minnesota-Duluth 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
University of Wisconsin-Stout 2004 — 2005
Jeffrey Koche's Raymond James Financial Inc. Experience August 2006 - October 2014
Job Portfolio Specialist at Victory Capital
Industry Financial Services
Experience
Victory Capital March 2015 - Present
Victory Capital October 2014 - Present
Raymond James Financial Inc. August 2006 - October 2014
Education
University of Michigan 1997 — 2002
Bachelor of Arts (B.A.), Economics
Victory Capital March 2015 - Present
Victory Capital October 2014 - Present
Raymond James Financial Inc. August 2006 - October 2014
Education
University of Michigan 1997 — 2002
Bachelor of Arts (B.A.), Economics
Marcus Lindroos Marcus Lindroos's Raymond James Financial Inc. Experience July 2012 - June 2015
Job Associate at Adams Street Partners
Industry Venture Capital & Private Equity
Experience
Adams Street Partners July 2015 - Present
Raymond James Financial Inc. July 2012 - June 2015
Wachovia, A Wells Fargo Company June 2011 - August 2011
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Bloomberg
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Adams Street Partners July 2015 - Present
Raymond James Financial Inc. July 2012 - June 2015
Wachovia, A Wells Fargo Company June 2011 - August 2011
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Bloomberg
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Brandon Mann Brandon Mann's Raymond James Financial Inc. Experience April 2012 - Present
Job Licensed Real Estate Agent at Harry E. Robbins Associates Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. April 2012 - Present
Harry E. Robbins Associates Inc. January 2013 - Present
Kendrick Pierce & Co. June 2010 - January 2012
Bank of America July 2008 - March 2009
Banc of America Investments 2008 - 2009
E*TRADE Financial January 2006 - July 2008
Skills
Investment Banking, Mergers & Acquisitions, Financial Services, Trading, Finance, Banking, FINRA, Capital Raising, Investments, Asset Management, Valuation, Equities, Capital Markets, Private Equity, Series 7, Portfolio Management, Financial Modeling, Series 63, Hedge Funds, Fixed Income
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2009
MBA, Finance
University of North Carolina at Chapel Hill 2001 — 2004
B.A., Ecomonics, Spanish
Independence High 1996 — 2000
Raymond James Financial Inc. April 2012 - Present
Harry E. Robbins Associates Inc. January 2013 - Present
Kendrick Pierce & Co. June 2010 - January 2012
Bank of America July 2008 - March 2009
Banc of America Investments 2008 - 2009
E*TRADE Financial January 2006 - July 2008
Skills
Investment Banking, Mergers & Acquisitions, Financial Services, Trading, Finance, Banking, FINRA, Capital Raising, Investments, Asset Management, Valuation, Equities, Capital Markets, Private Equity, Series 7, Portfolio Management, Financial Modeling, Series 63, Hedge Funds, Fixed Income
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2009
MBA, Finance
University of North Carolina at Chapel Hill 2001 — 2004
B.A., Ecomonics, Spanish
Independence High 1996 — 2000
Patrick Ligon's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Regional Sales Manager Crop Protection at Helm Agro US, Inc.
Industry Chemicals
Experience
Helm Agro US, Inc. March 2015 - Present
Landers Ford Memphis May 2014 - January 2015
Raymond James Financial Inc. June 2013 - August 2013
Skills
Sales Management, Agribusiness, Agronomy, Customer Satisfaction, Financial Analysis, Commodity Markets, Hedging, Credit Scoring, College Football, Sports Coaching, Sales, Leadership, PowerPoint, Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Social Media, Customer Retention, Sales Process, Microsoft Word
Education
University of Kentucky 2009 — 2013
Bachelor of Science (BS), Agricultural Economics
Helm Agro US, Inc. March 2015 - Present
Landers Ford Memphis May 2014 - January 2015
Raymond James Financial Inc. June 2013 - August 2013
Skills
Sales Management, Agribusiness, Agronomy, Customer Satisfaction, Financial Analysis, Commodity Markets, Hedging, Credit Scoring, College Football, Sports Coaching, Sales, Leadership, PowerPoint, Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Social Media, Customer Retention, Sales Process, Microsoft Word
Education
University of Kentucky 2009 — 2013
Bachelor of Science (BS), Agricultural Economics
Varun Sudhakar Varun Sudhakar's Raymond James Financial Inc. Experience July 2013 - April 2014
Job Associate at FanDuel
Industry Financial Services
Experience
Barclays Investment Bank April 2014 - August 2015
Raymond James Financial Inc. July 2013 - April 2014
Microsoft May 2012 - August 2012
Michigan Investment Banking Club March 2011 - April 2012
John W. Loofbourrow Associates September 2011 - March 2012
Kaiser Permanente May 2011 - August 2011
Applied Clinical Intelligence May 2010 - August 2010
S.V. Associates April 2009 - June 2009
Skills
Valuation, Leadership, Analysis, Financial Modeling, Investment Banking, Business Development, Finance, Financial Analysis, Equities, Strategy, Bloomberg
Education
University of Michigan - College of Literature, Science, and Arts 2009 — 2013
BA, Political Science
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Finance
Barclays Investment Bank April 2014 - August 2015
Raymond James Financial Inc. July 2013 - April 2014
Microsoft May 2012 - August 2012
Michigan Investment Banking Club March 2011 - April 2012
John W. Loofbourrow Associates September 2011 - March 2012
Kaiser Permanente May 2011 - August 2011
Applied Clinical Intelligence May 2010 - August 2010
S.V. Associates April 2009 - June 2009
Skills
Valuation, Leadership, Analysis, Financial Modeling, Investment Banking, Business Development, Finance, Financial Analysis, Equities, Strategy, Bloomberg
Education
University of Michigan - College of Literature, Science, and Arts 2009 — 2013
BA, Political Science
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Finance
Hilary Disch Hilary Disch's Raymond James Financial Inc. Experience August 2011 - August 2012
Job Site Manager, Wayzata Public Schools
Industry Education Management
Experience
Wayzata Public Schools August 2012 - Present
Raymond James Financial Inc. August 2011 - August 2012
Knowledge Learning Corporation May 2001 - July 2011
Skills
Strategic Planning, Leadership Development, Team Building, Training, Management, Customer Service, Performance Management, Strategy, Teaching, Business Strategy, Team Leadership, Time Management, Fundraising, Microsoft Excel
Education
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Child Psychology
Wayzata Public Schools August 2012 - Present
Raymond James Financial Inc. August 2011 - August 2012
Knowledge Learning Corporation May 2001 - July 2011
Skills
Strategic Planning, Leadership Development, Team Building, Training, Management, Customer Service, Performance Management, Strategy, Teaching, Business Strategy, Team Leadership, Time Management, Fundraising, Microsoft Excel
Education
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Child Psychology
LA Goree LA Goree's Raymond James Financial Inc. Experience May 2012 - August 2012
Job StudentAthlete at University of Maryland College Park
Industry Real Estate
Experience
Raymond James Financial Inc. May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C, Matlab, Windows, Event Planning, AutoCAD, Team Leadership
Education
University of Maryland College Park 2014 — 2016
Master's degree, Real Estate Development
University of Maryland College Park 2010 — 2013
Bachelor of Science (BS), Sociology
Raymond James Financial Inc. May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C, Matlab, Windows, Event Planning, AutoCAD, Team Leadership
Education
University of Maryland College Park 2014 — 2016
Master's degree, Real Estate Development
University of Maryland College Park 2010 — 2013
Bachelor of Science (BS), Sociology
Aaron Midden Aaron Midden's Raymond James Financial Inc. Experience July 2014 - Present
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2014 - Present
University of Miami 2012 - May 2014
Sagent Advisors May 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Science in Business Administration
Raymond James Financial Inc. July 2014 - Present
University of Miami 2012 - May 2014
Sagent Advisors May 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Science in Business Administration
Cindy Fischler (LION)'s Raymond James Financial Inc. Experience February 2014 - October 2014
Job Sr. Talent Acquisition Specialist at Triad Retail Media
Industry Retail
Experience
Triad Retail Media September 2015 - Present
Randstad Sourceright USA, MetLife October 2014 - Present
Raymond James Financial Inc. February 2014 - October 2014
Saks Fifth Avenue September 2011 - January 2014
Office Depot December 2007 - September 2011
Starbucks Coffee Company 2006 - 2007
Hi-Line Electric May 2004 - February 2006
Office Team 2001 - 2003
Skills
Talent Acquisition, Retail, Sourcing, Employee Relations, Recruiting, Applicant Tracking..., Onboarding, College Recruiting, Merchandising, Succession Planning, Talent Management, Human Resources, Visual Merchandising, Internet Recruiting, Performance Management, Technical Recruiting, Customer Service, Inventory Management, Executive Search, Store Management, Loss Prevention, Cold Calling, Income Statement, Training, Interviews, Leadership Development, Profit, Leadership, Management, Sales, Team Building, Employee Training, Taleo, Screening Resumes, Inventory Control, Temporary Placement, Employee Benefits, Customer Retention, Hiring, Store Operations, New Store Openings, Personnel Management, Employee Engagement, Building Relationships, Driving Results, New Hire Orientations, Payroll, Coaching, Employer Branding, Time Management
Education
University of Kentucky 1992 — 1995
Masters Degree, Vocational Rehabilitation
Triad Retail Media September 2015 - Present
Randstad Sourceright USA, MetLife October 2014 - Present
Raymond James Financial Inc. February 2014 - October 2014
Saks Fifth Avenue September 2011 - January 2014
Office Depot December 2007 - September 2011
Starbucks Coffee Company 2006 - 2007
Hi-Line Electric May 2004 - February 2006
Office Team 2001 - 2003
Skills
Talent Acquisition, Retail, Sourcing, Employee Relations, Recruiting, Applicant Tracking..., Onboarding, College Recruiting, Merchandising, Succession Planning, Talent Management, Human Resources, Visual Merchandising, Internet Recruiting, Performance Management, Technical Recruiting, Customer Service, Inventory Management, Executive Search, Store Management, Loss Prevention, Cold Calling, Income Statement, Training, Interviews, Leadership Development, Profit, Leadership, Management, Sales, Team Building, Employee Training, Taleo, Screening Resumes, Inventory Control, Temporary Placement, Employee Benefits, Customer Retention, Hiring, Store Operations, New Store Openings, Personnel Management, Employee Engagement, Building Relationships, Driving Results, New Hire Orientations, Payroll, Coaching, Employer Branding, Time Management
Education
University of Kentucky 1992 — 1995
Masters Degree, Vocational Rehabilitation
Steven McGowan Steven McGowan's Raymond James Financial Inc. Experience May 2010 - May 2010
Job Institutional Equity Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald December 2013 - Present
Envestnet Asset Management March 2012 - December 2013
Standard Bank & Trust Co. May 2010 - August 2010
Raymond James Financial Inc. May 2010 - May 2010
Standard Bank & Trust Co. May 2009 - August 2009
FC Stone, CME Group May 2008 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
BBA, Finance
Saint Rita of Cascia High School 2003 — 2007
John Cabot University
Cantor Fitzgerald December 2013 - Present
Envestnet Asset Management March 2012 - December 2013
Standard Bank & Trust Co. May 2010 - August 2010
Raymond James Financial Inc. May 2010 - May 2010
Standard Bank & Trust Co. May 2009 - August 2009
FC Stone, CME Group May 2008 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
BBA, Finance
Saint Rita of Cascia High School 2003 — 2007
John Cabot University
Ryan Kappler's Raymond James Financial Inc. Experience August 2011 - May 2014
Job Materials Planner, Dana Holding Corp.
Industry Automotive
Experience
Dana Holding Corporation May 2014 - Present
Raymond James Financial Inc. August 2011 - May 2014
GreenPath Debt Solutions February 2009 - August 2010
J.P. Morgan April 2007 - October 2007
Skills
Client Service, Financial Analysis, Problem Solving, Critical Thinking, Teamwork, Able To Multi-task, Highly Adaptable, Quick Study, Attention To Detail, Financial Services, Management, Finance, Marketing, Analysis, Banking, Customer Service
Education
University of Michigan-Dearborn 2010 — 2011
M.B.A., Finance, General
University of Michigan-Dearborn 2008 — 2009
Master of Science, Finance
Michigan State University 2000 — 2005
Bachelor of Arts, Economics
Dana Holding Corporation May 2014 - Present
Raymond James Financial Inc. August 2011 - May 2014
GreenPath Debt Solutions February 2009 - August 2010
J.P. Morgan April 2007 - October 2007
Skills
Client Service, Financial Analysis, Problem Solving, Critical Thinking, Teamwork, Able To Multi-task, Highly Adaptable, Quick Study, Attention To Detail, Financial Services, Management, Finance, Marketing, Analysis, Banking, Customer Service
Education
University of Michigan-Dearborn 2010 — 2011
M.B.A., Finance, General
University of Michigan-Dearborn 2008 — 2009
Master of Science, Finance
Michigan State University 2000 — 2005
Bachelor of Arts, Economics
Jordan Mueller Jordan Mueller's Raymond James Financial Inc. Experience July 2012 - August 2012
Job Research Associate at American Trust & Savings Bank
Industry Financial Services
Experience
American Trust & Savings Bank September 2015 - Present
American Trust & Savings Bank April 2015 - Present
Sedgwick March 2014 - March 2015
Sedgwick February 2013 - February 2014
The University of Iowa Hospitals and Clinics September 2010 - December 2012
Raymond James Financial Inc. July 2012 - August 2012
Bellevue State Bank May 2008 - January 2011
Skills
Customer Service, Finance, Equity Research, Financial Services, Wealth Management, Financial Analysis, Microsoft Office, Word, Outlook, PowerPoint, Microsoft Excel
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
American Trust & Savings Bank September 2015 - Present
American Trust & Savings Bank April 2015 - Present
Sedgwick March 2014 - March 2015
Sedgwick February 2013 - February 2014
The University of Iowa Hospitals and Clinics September 2010 - December 2012
Raymond James Financial Inc. July 2012 - August 2012
Bellevue State Bank May 2008 - January 2011
Skills
Customer Service, Finance, Equity Research, Financial Services, Wealth Management, Financial Analysis, Microsoft Office, Word, Outlook, PowerPoint, Microsoft Excel
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Molly Geppner Molly Geppner's Raymond James Financial Inc. Experience May 2012 - August 2012
Job Professional Services Analyst at NetSuite
Industry Computer Software
Experience
NetSuite June 2015 - Present
Pyar & Co June 2014 - August 2014
TM Crowley & Associates April 2014 - June 2014
Raymond James Financial Inc. May 2012 - August 2012
Skills
Economics, Derivatives, Financial Advisory, Financial Markets, Management, Sales, Marketing, Access, Banking, Analysis, Quantitative, Leadership, Programming, Teamwork, Team Leadership
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Economics
NetSuite June 2015 - Present
Pyar & Co June 2014 - August 2014
TM Crowley & Associates April 2014 - June 2014
Raymond James Financial Inc. May 2012 - August 2012
Skills
Economics, Derivatives, Financial Advisory, Financial Markets, Management, Sales, Marketing, Access, Banking, Analysis, Quantitative, Leadership, Programming, Teamwork, Team Leadership
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Economics
Daniel Blythe Daniel Blythe's Raymond James Financial Inc. Experience January 2012 - May 2012
Job Client Management Professional
Industry Marketing and Advertising
Experience
Looking June 2015 - Present
Kforce Inc May 2014 - October 2014
Kforce August 2013 - October 2014
Kforce April 2013 - August 2013
Raymond James Financial Inc. January 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Time Management, Microsoft Office, Organization, Sales, Leadership, Public Speaking, Series 63, Research, Business Development, CRM, Management, Analysis, Training, Business Analysis, Marketing
Education
University of South Florida 2008 — 2011
B.S., Economics
UNC Charlotte 2005 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Looking June 2015 - Present
Kforce Inc May 2014 - October 2014
Kforce August 2013 - October 2014
Kforce April 2013 - August 2013
Raymond James Financial Inc. January 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Time Management, Microsoft Office, Organization, Sales, Leadership, Public Speaking, Series 63, Research, Business Development, CRM, Management, Analysis, Training, Business Analysis, Marketing
Education
University of South Florida 2008 — 2011
B.S., Economics
UNC Charlotte 2005 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Paul Gasca Paul Gasca's Raymond James Financial Inc. Experience February 2014 - Present
Job Test Team Lead at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. February 2014 - Present
HealthPlan Services July 2013 - October 2013
Ciber, Inc March 2012 - July 2013
CIBER, Inc. March 2010 - March 2012
Global Data Management Services, Inc August 2006 - August 2009
KForce Technology Staffing November 2005 - January 2006
MetLife October 2000 - January 2005
Safety-Centered Solutions, Inc July 1998 - August 2000
Department of the Army, Headquarters July 1981 - July 1998
Skills
Requirements Analysis, Testing, Documentation, DB2, Software Documentation, Quality Assurance, Quality Center, Defect Tracking, SDLC, Test Cases, User Acceptance Testing, Software Quality..., Mainframe, LoadRunner, System Testing, Regression Testing, Requirements Gathering, SQL, Test Planning, Integration Testing, Test Automation, Software Project..., SharePoint, Manual Testing, Databases, JCL, Systems Analysis, PeopleSoft Financial, Hyperion Enterprise, Hyperion Reports, Visio, Software Development, Test Management, Agile Methodologies, QTP, Scrum, Unix, Agile Testing, Analysis, Business Process, PMP, Oracle, Integration, Data Warehousing, Test Strategy, PL/SQL, Business Requirements, XML, Resource Management, Business Analysis
Education
New Mexico Highlands University, Las Vegas, NM
Business Administration, Management and Operations
University of Maryland European Division
Computer Science
University of Maryland College Park
Raymond James Financial Inc. February 2014 - Present
HealthPlan Services July 2013 - October 2013
Ciber, Inc March 2012 - July 2013
CIBER, Inc. March 2010 - March 2012
Global Data Management Services, Inc August 2006 - August 2009
KForce Technology Staffing November 2005 - January 2006
MetLife October 2000 - January 2005
Safety-Centered Solutions, Inc July 1998 - August 2000
Department of the Army, Headquarters July 1981 - July 1998
Skills
Requirements Analysis, Testing, Documentation, DB2, Software Documentation, Quality Assurance, Quality Center, Defect Tracking, SDLC, Test Cases, User Acceptance Testing, Software Quality..., Mainframe, LoadRunner, System Testing, Regression Testing, Requirements Gathering, SQL, Test Planning, Integration Testing, Test Automation, Software Project..., SharePoint, Manual Testing, Databases, JCL, Systems Analysis, PeopleSoft Financial, Hyperion Enterprise, Hyperion Reports, Visio, Software Development, Test Management, Agile Methodologies, QTP, Scrum, Unix, Agile Testing, Analysis, Business Process, PMP, Oracle, Integration, Data Warehousing, Test Strategy, PL/SQL, Business Requirements, XML, Resource Management, Business Analysis
Education
New Mexico Highlands University, Las Vegas, NM
Business Administration, Management and Operations
University of Maryland European Division
Computer Science
University of Maryland College Park
Evan Stock's Raymond James Financial Inc. Experience May 2015 - Present
Job Fixed Income Research at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial Inc. January 2014 - Present
Shoemaker Financial July 2013 - November 2013
Crossfit Collierville May 2013 - July 2013
University of Mississippi Chemistry Department May 2010 - December 2010
Sigma Chi Fraternity Eta Chapter January 2010 - October 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Teamwork, Analysis, SAP R/3, Team Leadership, Customer Service, Accounting, Leadership, Investments, Social Media, SAP ERP, Exposure to SAP, Negotiation, Facebook, Sales, Market Research, Managerial Finance, Financial Accounting, Team Building, Statistics, Event Planning, Budgets, Economics, Public Speaking, Research, Social Skills
Education
CFA Institute Level 1 Candidate
University of Mississippi 2008 — 2013
Bachelor's Degree, Banking and Finance, Managerial Finance
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial Inc. January 2014 - Present
Shoemaker Financial July 2013 - November 2013
Crossfit Collierville May 2013 - July 2013
University of Mississippi Chemistry Department May 2010 - December 2010
Sigma Chi Fraternity Eta Chapter January 2010 - October 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Teamwork, Analysis, SAP R/3, Team Leadership, Customer Service, Accounting, Leadership, Investments, Social Media, SAP ERP, Exposure to SAP, Negotiation, Facebook, Sales, Market Research, Managerial Finance, Financial Accounting, Team Building, Statistics, Event Planning, Budgets, Economics, Public Speaking, Research, Social Skills
Education
CFA Institute Level 1 Candidate
University of Mississippi 2008 — 2013
Bachelor's Degree, Banking and Finance, Managerial Finance
Cheryl Slocum Cheryl Slocum's Raymond James Financial Inc. Experience June 2004 - Present
Job FVPFixed Income Research at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2004 - Present
Skills
Investments, Bloomberg, Capital Markets, Fixed Income, Finance
Education
University of Mississippi 2000 — 2004
Bachelor of Business Administration (B.B.A.), Managerial Finance & Banking and Finance
Raymond James Financial Inc. June 2004 - Present
Skills
Investments, Bloomberg, Capital Markets, Fixed Income, Finance
Education
University of Mississippi 2000 — 2004
Bachelor of Business Administration (B.B.A.), Managerial Finance & Banking and Finance
Robert Nold's Raymond James Financial Inc. Experience September 1997 - April 2003
Job Senior Analyst
Industry Information Technology and Services
Experience
Pegasus Internet Group, LLC January 2008 - Present
Systems Made Simple, Inc. October 2007 - October 2014
Electronic Data Systems October 2003 - October 2007
Raymond James Financial Inc. September 1997 - April 2003
IDX Systems 1995 - 1997
HCA 1985 - 1995
Skills
Software Development, Web Development, Business Analysis, PHP, Web Applications, SDLC, MySQL, JavaScript, CSS, Requirements Analysis, Requirements Gathering, Microsoft Office, Visual Basic, Software Project..., SharePoint, HTML, Project Management, MS Project, Photoshop, COBOL, Web Design
Education
University of Kentucky
BS, Computer Science
Pegasus Internet Group, LLC January 2008 - Present
Systems Made Simple, Inc. October 2007 - October 2014
Electronic Data Systems October 2003 - October 2007
Raymond James Financial Inc. September 1997 - April 2003
IDX Systems 1995 - 1997
HCA 1985 - 1995
Skills
Software Development, Web Development, Business Analysis, PHP, Web Applications, SDLC, MySQL, JavaScript, CSS, Requirements Analysis, Requirements Gathering, Microsoft Office, Visual Basic, Software Project..., SharePoint, HTML, Project Management, MS Project, Photoshop, COBOL, Web Design
Education
University of Kentucky
BS, Computer Science
Kyle Bridges's Raymond James Financial Inc. Experience August 2012 - August 2013
Job IT Business Analyst at Ford Motor Company
Industry Information Technology and Services
Experience
Ford Motor Company March 2015 - Present
Woodland Lanes, Inc. August 2004 - Present
Pet Supplies Plus February 2014 - March 2015
Woodland Lanes, Inc. May 2010 - December 2013
Raymond James Financial Inc. August 2012 - August 2013
AIS Student Chapters October 2011 - May 2013
Education
University of Michigan-Dearborn 2007 — 2013
Bachelor of Business Administration (BBA), Information Technology Management, Marketing
Detroit Catholic Central High School 2003 — 2007
High School Diploma
Ford Motor Company March 2015 - Present
Woodland Lanes, Inc. August 2004 - Present
Pet Supplies Plus February 2014 - March 2015
Woodland Lanes, Inc. May 2010 - December 2013
Raymond James Financial Inc. August 2012 - August 2013
AIS Student Chapters October 2011 - May 2013
Education
University of Michigan-Dearborn 2007 — 2013
Bachelor of Business Administration (BBA), Information Technology Management, Marketing
Detroit Catholic Central High School 2003 — 2007
High School Diploma
Austin Libowitz Austin Libowitz's Raymond James Financial Inc. Experience 2011 - 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2015 - Present
Robert H. Smith School of Business August 2012 - December 2014
Deutsche Bank June 2014 - August 2014
Adams & Royer June 2013 - August 2013
Folio Investing May 2012 - August 2012
Raymond James Financial Inc. 2011 - 2012
University of Maryland Sports Marketing 2011 - 2012
University of Maryland Athletic Department - Terrapin Club 2011 - 2011
Skills
Financial Analysis, Research, Finance, Investments, Financial Modeling, Economics, Management, Leadership, Teamwork, Analysis, Mergers & Acquisitions, Entrepreneurship, Data Analysis, Market Research, Valuation, Corporate Finance
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Finance and Information Systems, Finance GPA: 4.00, Cumulative GPA: 3.90, Cum Laude
The American University of Rome 2013 — 2013
Finance and Information Systems
Deutsche Bank July 2015 - Present
Robert H. Smith School of Business August 2012 - December 2014
Deutsche Bank June 2014 - August 2014
Adams & Royer June 2013 - August 2013
Folio Investing May 2012 - August 2012
Raymond James Financial Inc. 2011 - 2012
University of Maryland Sports Marketing 2011 - 2012
University of Maryland Athletic Department - Terrapin Club 2011 - 2011
Skills
Financial Analysis, Research, Finance, Investments, Financial Modeling, Economics, Management, Leadership, Teamwork, Analysis, Mergers & Acquisitions, Entrepreneurship, Data Analysis, Market Research, Valuation, Corporate Finance
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Finance and Information Systems, Finance GPA: 4.00, Cumulative GPA: 3.90, Cum Laude
The American University of Rome 2013 — 2013
Finance and Information Systems
Andrea Gemma's Raymond James Financial Inc. Experience February 2013 - Present
Job Leadership Development Consultant at Raymond James Financial Inc.
Industry Human Resources
Experience
Raymond James Financial Inc. February 2013 - Present
Bank of America July 2010 - February 2013
Lowe's Companies, Inc. May 2007 - December 2009
Lowe's Companies, Inc September 2004 - May 2007
Wachovia Corporation May 2003 - September 2004
University of North Carolina at Charlotte August 2002 - May 2003
Wachovia Corporation (formerly First Union National Bank) August 2000 - August 2002
Right Management 1998 - 1998
Skills
Strategy, Management, Leadership Development, Succession Planning, Training, Organizational..., Employee Relations, Customer Service, Talent Management, Performance Management, Human Resources, Leadership, Organizational..., Recruiting, Interviews, HRIS, Employee Training, Policy, Talent Acquisition, Employee Engagement, Workshop Facilitation, Coaching
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Psychology
University of North Carolina at Charlotte
Master of Arts (M.A.), Industrial and Organizational Psychology
Raymond James Financial Inc. February 2013 - Present
Bank of America July 2010 - February 2013
Lowe's Companies, Inc. May 2007 - December 2009
Lowe's Companies, Inc September 2004 - May 2007
Wachovia Corporation May 2003 - September 2004
University of North Carolina at Charlotte August 2002 - May 2003
Wachovia Corporation (formerly First Union National Bank) August 2000 - August 2002
Right Management 1998 - 1998
Skills
Strategy, Management, Leadership Development, Succession Planning, Training, Organizational..., Employee Relations, Customer Service, Talent Management, Performance Management, Human Resources, Leadership, Organizational..., Recruiting, Interviews, HRIS, Employee Training, Policy, Talent Acquisition, Employee Engagement, Workshop Facilitation, Coaching
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Psychology
University of North Carolina at Charlotte
Master of Arts (M.A.), Industrial and Organizational Psychology
Joshua Mudd's Raymond James Financial Inc. Experience September 2013 - Present
Job Network Engineer
Industry Computer & Network Security
Experience
Raymond James Financial Inc. September 2013 - Present
Raymond James Financial Inc. February 2012 - September 2013
Scottrade June 2008 - February 2012
Scottrade July 2007 - June 2008
Scottrade July 2006 - July 2007
Arch Coal Inc. May 2005 - July 2006
University of Missour-St. Louis January 2004 - May 2005
Skills
TippingPoint IPS, Palo Alto Networks, Juniper SRX Firewalls, Juniper NSM, Checkpoint Firewalls, Netscreen Firewalls, Crossbeam Systems, Web Proxy, Q1 Labs Log Management, Juniper SA/IC, Cisco Nexus, Cisco IOS, Cisco Routers, Cisco Technologies, Riverbed, Data Center, Disaster Recovery
Education
University of Missouri-Saint Louis 2004 — 2007
Bachelor of Science, Management Information Systems
Raymond James Financial Inc. September 2013 - Present
Raymond James Financial Inc. February 2012 - September 2013
Scottrade June 2008 - February 2012
Scottrade July 2007 - June 2008
Scottrade July 2006 - July 2007
Arch Coal Inc. May 2005 - July 2006
University of Missour-St. Louis January 2004 - May 2005
Skills
TippingPoint IPS, Palo Alto Networks, Juniper SRX Firewalls, Juniper NSM, Checkpoint Firewalls, Netscreen Firewalls, Crossbeam Systems, Web Proxy, Q1 Labs Log Management, Juniper SA/IC, Cisco Nexus, Cisco IOS, Cisco Routers, Cisco Technologies, Riverbed, Data Center, Disaster Recovery
Education
University of Missouri-Saint Louis 2004 — 2007
Bachelor of Science, Management Information Systems
Chip Kelso's Raymond James Financial Inc. Experience December 2014 - Present
Job Managing Director, Investment Banking at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. October 2006 - December 2014
Houlihan Lokey June 2004 - October 2006
Houlihan Lokey July 2001 - June 2004
Skills
Investment Banking, Portfolio Management, Financial Analysis, Financial Modeling, Investments, Valuation, Alternative Investments, Private Equity
Education
University of North Carolina at Chapel Hill 1997 — 2001
BS, Business Administration
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. October 2006 - December 2014
Houlihan Lokey June 2004 - October 2006
Houlihan Lokey July 2001 - June 2004
Skills
Investment Banking, Portfolio Management, Financial Analysis, Financial Modeling, Investments, Valuation, Alternative Investments, Private Equity
Education
University of North Carolina at Chapel Hill 1997 — 2001
BS, Business Administration
Tod Durkin's Raymond James Financial Inc. Experience 2005 - 2006
Job Business Development Manager
Industry Wireless
Experience
NETficiency 2008 - 2012
Money Source Financial Servicess 2007 - 2008
Quicken Loans 2006 - 2007
Raymond James Financial Inc. 2005 - 2006
Detroit Diesel 1990 - 2004
Skills
Loan Origination, E-commerce, Mortgage Lending, Finance, Sales
Education
University of Michigan
Bachelor of Arts (BA), Economics
University of Notre Dame
Master of Business Administration (MBA)
NETficiency 2008 - 2012
Money Source Financial Servicess 2007 - 2008
Quicken Loans 2006 - 2007
Raymond James Financial Inc. 2005 - 2006
Detroit Diesel 1990 - 2004
Skills
Loan Origination, E-commerce, Mortgage Lending, Finance, Sales
Education
University of Michigan
Bachelor of Arts (BA), Economics
University of Notre Dame
Master of Business Administration (MBA)
Selena A Majeed's Raymond James Financial Inc. Experience March 2013 - Present
Job HR Relationship Manager at Raymond James Financial Inc.
Industry Human Resources
Experience
Raymond James Financial Inc. March 2013 - Present
Coventry Health Care January 2011 - March 2013
Asset Acceptance January 2008 - December 2010
GunnAllen Financial, Inc May 2004 - January 2007
Office of the Public Guardian and Trustee June 2000 - September 2003
TD Bank May 1991 - June 2000
Skills
Employee Relations, Change Management, Talent Acquisition, Employee Benefits, Recruiting, Applicant Tracking..., Talent Management, Benefits Administration, HRIS, Project Management, Training and Development
Education
University of Maryland University College
Bachelor of Science (B.S.), Human Resources Management
Raymond James Financial Inc. March 2013 - Present
Coventry Health Care January 2011 - March 2013
Asset Acceptance January 2008 - December 2010
GunnAllen Financial, Inc May 2004 - January 2007
Office of the Public Guardian and Trustee June 2000 - September 2003
TD Bank May 1991 - June 2000
Skills
Employee Relations, Change Management, Talent Acquisition, Employee Benefits, Recruiting, Applicant Tracking..., Talent Management, Benefits Administration, HRIS, Project Management, Training and Development
Education
University of Maryland University College
Bachelor of Science (B.S.), Human Resources Management
Van Betta's Raymond James Financial Inc. Experience April 2006 - Present
Job Registered Rep at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. April 2006 - Present
Hold Brothers On-line Investment Services, LLC September 2005 - March 2006
JonesTrading July 2004 - March 2005
Countrywide May 2003 - August 2003
Skills
Portfolio Management, Valuation, Asset Allocation, Financial Analysis, Microsoft Excel, Finance, Series 7, Equities, Financial Planners, Investments, Securities, Strategic Financial..., Asset Managment, Microsoft Office, Options, Management, Asset Management
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts (B.A.), Management & Economics
Columbia High School 1996 — 2000
Raymond James Financial Inc. April 2006 - Present
Hold Brothers On-line Investment Services, LLC September 2005 - March 2006
JonesTrading July 2004 - March 2005
Countrywide May 2003 - August 2003
Skills
Portfolio Management, Valuation, Asset Allocation, Financial Analysis, Microsoft Excel, Finance, Series 7, Equities, Financial Planners, Investments, Securities, Strategic Financial..., Asset Managment, Microsoft Office, Options, Management, Asset Management
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts (B.A.), Management & Economics
Columbia High School 1996 — 2000
Jarrett Osborn's Raymond James Financial Inc. Experience August 2002 - August 2008
Job President at Osborn Financial Group
Industry Insurance
Experience
Osborn Financial Group 2006 - Present
Raymond James Financial Inc. August 2002 - August 2008
Prudential Securities July 1995 - April 2002
Lehman Brothers July 1994 - July 1995
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Long-term Care, Underwriting, Finance, Medicare, Health Savings Accounts, Financial Services, Strategic Financial...
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science (BS), Managament/Finance
University of Massachusetts, Amherst
Osborn Financial Group 2006 - Present
Raymond James Financial Inc. August 2002 - August 2008
Prudential Securities July 1995 - April 2002
Lehman Brothers July 1994 - July 1995
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Long-term Care, Underwriting, Finance, Medicare, Health Savings Accounts, Financial Services, Strategic Financial...
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science (BS), Managament/Finance
University of Massachusetts, Amherst
Suzanna Waddell's Raymond James Financial Inc. Experience November 2012 - Present
Job Marketing/Client Relationship Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
Morgan Keegan June 2005 - September 2010
The Vanguard Group January 2000 - April 2005
Skills
Series 7, Customer Service, Strategic Planning, Sales, Marketing, Public Speaking, Team Building, Management, Leadership, Retirement Planning, Social Media
Education
Goethe Institute - Rotenburg, Germany 1999 — 1999
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science (BS), German & European Studies
Raymond James Financial Inc. November 2012 - Present
Morgan Keegan June 2005 - September 2010
The Vanguard Group January 2000 - April 2005
Skills
Series 7, Customer Service, Strategic Planning, Sales, Marketing, Public Speaking, Team Building, Management, Leadership, Retirement Planning, Social Media
Education
Goethe Institute - Rotenburg, Germany 1999 — 1999
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science (BS), German & European Studies
Robert Snowden's Raymond James Financial Inc. Experience March 2013 - Present
Job Vice President at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2013 - Present
Morgan Keegan October 2004 - February 2013
Commercial Advisors, LLC September 1993 - October 2004
Skills
Fixed Income, Negotiation, Sales, Series 7, Commercial Real Estate, Investments, Securities, Portfolio Management, Series 63, Asset Allocation, Wealth Management, Asset Management
Education
University of Mississippi 1988 — 2003
Liberal Arts, English and History
Raymond James Financial Inc. March 2013 - Present
Morgan Keegan October 2004 - February 2013
Commercial Advisors, LLC September 1993 - October 2004
Skills
Fixed Income, Negotiation, Sales, Series 7, Commercial Real Estate, Investments, Securities, Portfolio Management, Series 63, Asset Allocation, Wealth Management, Asset Management
Education
University of Mississippi 1988 — 2003
Liberal Arts, English and History
Chip Grayson's Raymond James Financial Inc. Experience April 2012 - Present
Job Managing Director, Investment Banking at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan October 1993 - May 2012
Baker Donelson August 1985 - September 1993
Skills
Securities, Private Equity, Capital Markets, Structured Finance, Investment Banking, IPO, Venture Capital, Hedge Funds, Private Placements, Corporate Finance, Valuation, Due Diligence, Mergers & Acquisitions
Education
University of Virginia School of Law 1982 — 1985
Juris Doctor, Law
University of Mississippi 1978 — 1982
BBA, Banking and Finance
Memphis university school 1972 — 1978
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan October 1993 - May 2012
Baker Donelson August 1985 - September 1993
Skills
Securities, Private Equity, Capital Markets, Structured Finance, Investment Banking, IPO, Venture Capital, Hedge Funds, Private Placements, Corporate Finance, Valuation, Due Diligence, Mergers & Acquisitions
Education
University of Virginia School of Law 1982 — 1985
Juris Doctor, Law
University of Mississippi 1978 — 1982
BBA, Banking and Finance
Memphis university school 1972 — 1978
Kari Kirkley's Raymond James Financial Inc. Experience 2004 - 2010
Job Kirkley Investment Group, LLC
Industry Financial Services
Experience
Raymond James Financial Inc. 2004 - 2010
Edward Jones 1999 - 2004
Education
University of Missouri-Columbia
Raymond James Financial Inc. 2004 - 2010
Edward Jones 1999 - 2004
Education
University of Missouri-Columbia
Lisa Dufaux's Raymond James Financial Inc. Experience May 2002 - April 2008
Job Realtor/Investor
Industry Real Estate
Experience
Eden Homes LLC March 2008 - Present
Charles Rutenberg Realty, Inc. May 2005 - Present
Raymond James Financial 2008 - May 2012
Raymond James Financial Inc. May 2002 - April 2008
Raymond James Financial, Inc. April 1997 - April 2002
Skills
SDLC, SharePoint, Requirements Analysis, Business Analysis, Project Management, Visio, PMP, Process Improvement, Program Management, Vendor Management, Risk Management, Requirements Gathering, SQL, Business Process..., Analysis, Business Process, IT Management, MS Project, Software Project..., IT Strategy, Software Documentation, Business Intelligence, Integration, CRM, PMO, Disaster Recovery
Education
University of Minnesota-Twin Cities
Eden Homes LLC March 2008 - Present
Charles Rutenberg Realty, Inc. May 2005 - Present
Raymond James Financial 2008 - May 2012
Raymond James Financial Inc. May 2002 - April 2008
Raymond James Financial, Inc. April 1997 - April 2002
Skills
SDLC, SharePoint, Requirements Analysis, Business Analysis, Project Management, Visio, PMP, Process Improvement, Program Management, Vendor Management, Risk Management, Requirements Gathering, SQL, Business Process..., Analysis, Business Process, IT Management, MS Project, Software Project..., IT Strategy, Software Documentation, Business Intelligence, Integration, CRM, PMO, Disaster Recovery
Education
University of Minnesota-Twin Cities
Teresa Farmer, CMP, CMM's Raymond James Financial Inc. Experience July 2013 - Present
Job Director, Meetings & Events at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial June 2005 - July 2013
Raymond James Financial Inc. June 2002 - June 2005
Tech Data May 1998 - May 2002
Wyndham Harbour Island Hotel June 1996 - May 1998
Skills
Trade Shows, Event Management, Corporate Events, Event Planning, Meeting Planning
Education
University of Nevada-Las Vegas 2002 — 2006
B.S., Hotel Administration
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial June 2005 - July 2013
Raymond James Financial Inc. June 2002 - June 2005
Tech Data May 1998 - May 2002
Wyndham Harbour Island Hotel June 1996 - May 1998
Skills
Trade Shows, Event Management, Corporate Events, Event Planning, Meeting Planning
Education
University of Nevada-Las Vegas 2002 — 2006
B.S., Hotel Administration
J. Tyler Redd's Raymond James Financial Inc. Experience July 2012 - June 2013
Job Analyst at Privet Fund Management
Industry Investment Management
Experience
Privet Fund Management August 2013 - Present
Raymond James Financial Inc. July 2012 - June 2013
Raymond James Financial Inc. July 2010 - June 2012
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration, Finance, Economics, Accounting, Magna Cum Laude
Privet Fund Management August 2013 - Present
Raymond James Financial Inc. July 2012 - June 2013
Raymond James Financial Inc. July 2010 - June 2012
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration, Finance, Economics, Accounting, Magna Cum Laude
Cyndi Forgeur's Raymond James Financial Inc. Experience April 1991 - September 2003
Job Owner Purrfect Solutions
Industry Accounting
Experience
MMSRQ - Modern Mustangs of Sarasota 2005 - Present
Purrfect Solutions 2003 - Present
Riverview High School Foundation 2003 - Present
Raymond James Financial Inc. April 1991 - September 2003
Prudential Financial January 1977 - April 1991
Skills
Bookkeeping, Sales Tax, Corporate Tax, QuickBooks, Accounting, Payroll, Financial Reporting, General Ledger, Account Reconciliation, Accounts Payable, Accounts Receivable, Income Tax, Journal Entries, Tax, Tax Returns
Education
Riverview High School 1971 — 1974
University of Miami
MMSRQ - Modern Mustangs of Sarasota 2005 - Present
Purrfect Solutions 2003 - Present
Riverview High School Foundation 2003 - Present
Raymond James Financial Inc. April 1991 - September 2003
Prudential Financial January 1977 - April 1991
Skills
Bookkeeping, Sales Tax, Corporate Tax, QuickBooks, Accounting, Payroll, Financial Reporting, General Ledger, Account Reconciliation, Accounts Payable, Accounts Receivable, Income Tax, Journal Entries, Tax, Tax Returns
Education
Riverview High School 1971 — 1974
University of Miami
Imodu Kerobo's Raymond James Financial Inc. Experience April 2012 - Present
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Wells Fargo Securities June 2011 - August 2011
Procter & Gamble 2010 - 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Microsoft Excel, PowerPoint, Equity Capital Markets, Corporate Finance, Investments, Microsoft Word, Microsoft Office, Private Equity, Business Strategy, Bloomberg, Business Development, Valuation, Research
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Raymond James Financial Inc. April 2012 - Present
Wells Fargo Securities June 2011 - August 2011
Procter & Gamble 2010 - 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Microsoft Excel, PowerPoint, Equity Capital Markets, Corporate Finance, Investments, Microsoft Word, Microsoft Office, Private Equity, Business Strategy, Bloomberg, Business Development, Valuation, Research
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Paul Hoener's Raymond James Financial Inc. Experience October 2012 - Present
Job Portfolio Account Administrator at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2012 - Present
Ameriprise Advisors Services, Inc January 2008 - October 2009
H&R Block Financial Advisors, Inc January 2000 - January 2008
Olde Discount Corporation January 1994 - January 2000
Olde Discount Corporation January 1987 - January 1994
Skills
Portfolio Management, Cash Management, Investment Advisory, Finance, Financial Advisory, Accounting, Management, Mutual Funds, Series 7, Trading, Equities, Program Management, Asset Management, Bonds, Series 63, Strategic Financial..., Risk Management, Leadership, Investments, Funding, Wealth Management, Financial Reporting, Securities, Insurance
Education
University of Detroit 1982 — 1986
Masters Degree, Business Administration
University of Michigan 1977 — 1982
Bachelor of Arts, Economics
Raymond James Financial Inc. October 2012 - Present
Ameriprise Advisors Services, Inc January 2008 - October 2009
H&R Block Financial Advisors, Inc January 2000 - January 2008
Olde Discount Corporation January 1994 - January 2000
Olde Discount Corporation January 1987 - January 1994
Skills
Portfolio Management, Cash Management, Investment Advisory, Finance, Financial Advisory, Accounting, Management, Mutual Funds, Series 7, Trading, Equities, Program Management, Asset Management, Bonds, Series 63, Strategic Financial..., Risk Management, Leadership, Investments, Funding, Wealth Management, Financial Reporting, Securities, Insurance
Education
University of Detroit 1982 — 1986
Masters Degree, Business Administration
University of Michigan 1977 — 1982
Bachelor of Arts, Economics
Arlana Franklin's Raymond James Financial Inc. Experience May 2008 - August 2008
Job Human Resource Specialist US Army
Industry Financial Services
Experience
Theatrical Works Live LLC June 2014 - Present
US Army April 2010 - Present
Raymond James Financial Inc. May 2008 - August 2008
Publix Super Markets January 2005 - August 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, SQL, English, HTML, Accounting
Education
University of Maryland University College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration/Accounting
FLORIDA MEMORIAL UNIVERSITY 2007 — 2010
Associate's Degree, FINANCE
Theatrical Works Live LLC June 2014 - Present
US Army April 2010 - Present
Raymond James Financial Inc. May 2008 - August 2008
Publix Super Markets January 2005 - August 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, SQL, English, HTML, Accounting
Education
University of Maryland University College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration/Accounting
FLORIDA MEMORIAL UNIVERSITY 2007 — 2010
Associate's Degree, FINANCE
Turner Fisher's Raymond James Financial Inc. Experience June 2010 - Present
Job Associate Transport & Infrastructure Investment Banking
Industry Banking
Experience
Raymond James Financial Inc. June 2010 - Present
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Microsoft Excel, Investments, Strategic Planning, Market Research, Microsoft Office, Business Strategy, Mergers, Social Media, Microsoft Word, Acquisitions, Public Equity Offerings
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
Master of Science in Finance, Finance, General
University of Mississippi 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James Financial Inc. June 2010 - Present
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Microsoft Excel, Investments, Strategic Planning, Market Research, Microsoft Office, Business Strategy, Mergers, Social Media, Microsoft Word, Acquisitions, Public Equity Offerings
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
Master of Science in Finance, Finance, General
University of Mississippi 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Craig Glueck's Raymond James Financial Inc. Experience January 2001 - Present
Job Director of Client Services at Raymond James Financial services
Industry Financial Services
Experience
Raymond James Financial Inc. January 2001 - Present
Skills
Series 7, Financial Services, Mutual Funds, Securities, Wealth Management, Retirement Planning, Series 63, Investments, Retirement, Portfolio Management, Process Improvement, Insurance, Investment Advisory, Asset Allocation, Estate Planning, Team Building
Education
University of Maine at Farmington
Raymond James Financial Inc. January 2001 - Present
Skills
Series 7, Financial Services, Mutual Funds, Securities, Wealth Management, Retirement Planning, Series 63, Investments, Retirement, Portfolio Management, Process Improvement, Insurance, Investment Advisory, Asset Allocation, Estate Planning, Team Building
Education
University of Maine at Farmington
Will Schmitt's Raymond James Financial Inc. Experience April 2012 - June 2014
Job Managing Partner at Faulkner Partners LLC
Industry Financial Services
Experience
Faulkner Partners LLC June 2014 - Present
Raymond James Financial Inc. April 2012 - June 2014
Morgan Keegan October 2008 - April 2012
Skills
Securities, Mutual Funds, Securities Regulation, FINRA, Corporate Governance, Securities Litigation, Employment Law, Restrictive Covenants, Contract Law, Uniform Combined State..., Alternative Investments, Hedge Funds
Education
University of Mississippi School of Law 2005 — 2008
JD, Law
University of Mississippi
BA, History and Political Science
Faulkner Partners LLC June 2014 - Present
Raymond James Financial Inc. April 2012 - June 2014
Morgan Keegan October 2008 - April 2012
Skills
Securities, Mutual Funds, Securities Regulation, FINRA, Corporate Governance, Securities Litigation, Employment Law, Restrictive Covenants, Contract Law, Uniform Combined State..., Alternative Investments, Hedge Funds
Education
University of Mississippi School of Law 2005 — 2008
JD, Law
University of Mississippi
BA, History and Political Science
Diana Ash's Raymond James Financial Inc. Experience June 2006 - October 2010
Job at Citi
Industry Financial Services
Experience
Citi November 2014 - Present
UBS Wealth Management October 2010 - November 2014
Raymond James Financial Inc. June 2006 - October 2010
Bank of America May 2003 - June 2006
Skills
Banking, Financial Analysis, Risk Management, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Strategic Planning, Windows, Budgets, Project Management, Credit, Series 7, Series 24, Mutual Funds
Education
HB plant High School
University of Miami
Citi November 2014 - Present
UBS Wealth Management October 2010 - November 2014
Raymond James Financial Inc. June 2006 - October 2010
Bank of America May 2003 - June 2006
Skills
Banking, Financial Analysis, Risk Management, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Strategic Planning, Windows, Budgets, Project Management, Credit, Series 7, Series 24, Mutual Funds
Education
HB plant High School
University of Miami
Casy O'Brien's Raymond James Financial Inc. Experience April 2012 - Present
Job Managing Director Fixed Income at Raymond James Financial Inc. Manager of Fixed Income New Issue Syndicates.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan February 2007 - April 2012
RBC Capital Markets October 1989 - February 2007
Skills
Capital Markets, Fixed Income, Underwriting, Equities, Investments, Bloomberg, Series 7, Investment Banking, Municipal Bonds, Public Finance, Series 63, series 53, Bonds, Securities
Education
University of Minnesota-Twin Cities 1983 — 1987
BS, Economics
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan February 2007 - April 2012
RBC Capital Markets October 1989 - February 2007
Skills
Capital Markets, Fixed Income, Underwriting, Equities, Investments, Bloomberg, Series 7, Investment Banking, Municipal Bonds, Public Finance, Series 63, series 53, Bonds, Securities
Education
University of Minnesota-Twin Cities 1983 — 1987
BS, Economics
Lawrence Gillum, CFA, CAIA's Raymond James Financial Inc. Experience July 2010 - Present
Job Investment Management at Raymond James
Industry Investment Management
Experience
CFA Institute June 2012 - Present
Raymond James Financial Inc. July 2010 - Present
The Newport Group November 2008 - July 2010
Transamerica Asset Management June 2007 - October 2008
Mercer Investment Consulting August 2005 - June 2007
Nuveen Investments November 2004 - August 2005
Raymond James Financial Inc. March 1998 - October 2004
Skills
Research, Public Speaking, Investments, Fixed income, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Wealth Management, Due Diligence, Chartered Financial..., Separately Managed..., Institutional..., Investment Strategies, 401k, Bonds, Investment Management, Investment Advisory, Portfolio Management, Financial Advisory, Structured Products, Finance, Equities, Series 7, Derivatives, Retirement Planning, Financial Services, Quantitative Analytics, Wealth, Wealth Management..., Fixed Income, Asset Management
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master of Business Administration (MBA)
University of Florida 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
CFA Institute June 2012 - Present
Raymond James Financial Inc. July 2010 - Present
The Newport Group November 2008 - July 2010
Transamerica Asset Management June 2007 - October 2008
Mercer Investment Consulting August 2005 - June 2007
Nuveen Investments November 2004 - August 2005
Raymond James Financial Inc. March 1998 - October 2004
Skills
Research, Public Speaking, Investments, Fixed income, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Wealth Management, Due Diligence, Chartered Financial..., Separately Managed..., Institutional..., Investment Strategies, 401k, Bonds, Investment Management, Investment Advisory, Portfolio Management, Financial Advisory, Structured Products, Finance, Equities, Series 7, Derivatives, Retirement Planning, Financial Services, Quantitative Analytics, Wealth, Wealth Management..., Fixed Income, Asset Management
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master of Business Administration (MBA)
University of Florida 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Sam Lewis's Raymond James Financial Inc. Experience February 2015 - Present
Job Financial Analyst II at Raymond James & Associates Private Client Group
Industry Financial Services
Experience
Raymond James Financial Inc. February 2015 - Present
Synergy Health PLC April 2014 - November 2014
Synergy Health PLC February 2013 - March 2014
Tampa General Hospital November 2009 - February 2013
Verizon Wireless April 2006 - November 2009
HiVelocity Ventures Corporation January 2005 - April 2006
United States Marine Corps October 2000 - December 2004
Education
University of Miami 2015 — 2016
Master of Science (M.S.)
University of Tampa - John H. Sykes College of Business 2010 — 2012
Bachelor of Science
Raymond James Financial Inc. February 2015 - Present
Synergy Health PLC April 2014 - November 2014
Synergy Health PLC February 2013 - March 2014
Tampa General Hospital November 2009 - February 2013
Verizon Wireless April 2006 - November 2009
HiVelocity Ventures Corporation January 2005 - April 2006
United States Marine Corps October 2000 - December 2004
Education
University of Miami 2015 — 2016
Master of Science (M.S.)
University of Tampa - John H. Sykes College of Business 2010 — 2012
Bachelor of Science
Brandi Barrow's Raymond James Financial Inc. Experience December 2005 - September 2007
Job at
Industry Automotive
Experience
Philips July 2013 - Present
Xerox June 2012 - June 2013
Computershare September 2007 - June 2012
Raymond James Financial Inc. December 2005 - September 2007
TCF Bank March 2003 - December 2005
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Corporate Events, Investments, Investment Banking, Investment Management, Business Analysis, Business Process..., Account Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Portfolio Management, Automotive, Analysis, Management
Education
University of Michigan 2001 — 2005
Bachelor of Arts (B.A.), Economics
Philips July 2013 - Present
Xerox June 2012 - June 2013
Computershare September 2007 - June 2012
Raymond James Financial Inc. December 2005 - September 2007
TCF Bank March 2003 - December 2005
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Corporate Events, Investments, Investment Banking, Investment Management, Business Analysis, Business Process..., Account Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Portfolio Management, Automotive, Analysis, Management
Education
University of Michigan 2001 — 2005
Bachelor of Arts (B.A.), Economics
Nathan Lambert's Raymond James Financial Inc. Experience July 2013 - Present
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. June 2012 - September 2012
Fidelity Investments June 2011 - September 2011
Skills
Excel, Financial Analysis, Economics, PowerPoint, Financial Accounting, Investment Banking, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Microsoft Word, Investments, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Merrimack High School 2005 — 2009
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. June 2012 - September 2012
Fidelity Investments June 2011 - September 2011
Skills
Excel, Financial Analysis, Economics, PowerPoint, Financial Accounting, Investment Banking, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Microsoft Word, Investments, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Merrimack High School 2005 — 2009
Bill Kimball's Raymond James Financial Inc. Experience 2004 - 2006
Job Director at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2011 - Present
Sterne Agee 2006 - 2011
Raymond James Financial Inc. 2004 - 2006
Jefferies & Company 2002 - 2004
Fidelity Capital Markets 1998 - 2002
Hoeing & Associates 1996 - 1998
Smith Barney 1993 - 1995
Lynch Murphy Walsh ( Codman Co) Real Estate 1987 - 1993
Spaulding & Slye Colliers 1981 - 1986
Xerox 1978 - 1981
Education
Tabor Academy
High School
University of New Hampshire
BS, Business - Whittemore School of Business
Janney Montgomery Scott 2011 - Present
Sterne Agee 2006 - 2011
Raymond James Financial Inc. 2004 - 2006
Jefferies & Company 2002 - 2004
Fidelity Capital Markets 1998 - 2002
Hoeing & Associates 1996 - 1998
Smith Barney 1993 - 1995
Lynch Murphy Walsh ( Codman Co) Real Estate 1987 - 1993
Spaulding & Slye Colliers 1981 - 1986
Xerox 1978 - 1981
Education
Tabor Academy
High School
University of New Hampshire
BS, Business - Whittemore School of Business
Paul Burdett's Raymond James Financial Inc. Experience January 1999 - Present
Job at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Services January 1999 - Present
Raymond James Financial Inc. January 1999 - Present
Education
University of Maryland College Park 1970 — 1974
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Raymond James Financial Services January 1999 - Present
Raymond James Financial Inc. January 1999 - Present
Education
University of Maryland College Park 1970 — 1974
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Emily Pendley's Raymond James Financial Inc. Experience June 2011 - June 2013
Job Marketing Representative at The Franklin County Times
Industry Newspapers
Experience
The Franklin County Times June 2013 - Present
Raymond James Financial Inc. June 2011 - June 2013
Country Music Hall Of Fame and Museum August 2009 - May 2010
Education
University of North Alabama 2005 — 2011
Bachelor of Science (B.S.), Communication and Media Studies
The Franklin County Times June 2013 - Present
Raymond James Financial Inc. June 2011 - June 2013
Country Music Hall Of Fame and Museum August 2009 - May 2010
Education
University of North Alabama 2005 — 2011
Bachelor of Science (B.S.), Communication and Media Studies
Helen Salazar-Realini's Raymond James Financial Inc. Experience January 2005 - Present
Job Insurance and Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2005 - Present
Raymond James Financial Inc. January 2004 - Present
Education
University of Miami - School of Business 1983 — 1985
Master of Business Administration (MBA), Business Administration and Management, General
Raymond James Financial Inc. January 2005 - Present
Raymond James Financial Inc. January 2004 - Present
Education
University of Miami - School of Business 1983 — 1985
Master of Business Administration (MBA), Business Administration and Management, General
Aidan Toomey's Raymond James Financial Inc. Experience September 2010 - May 2012
Job Director
Industry Financial Services
Experience
Barcelona Spain July 2012 - Present
Raymond James Financial Inc. September 2010 - May 2012
Jefferies June 2008 - August 2010
J.P. Morgan March 2006 - June 2008
HSBC Global Banking and Markets April 2005 - March 2006
Merrill Lynch April 1994 - April 2005
Skills
Series 7, Series 63, Series 24, series 3, series 55
Education
University of Limerick
Public Administration
Barcelona Spain July 2012 - Present
Raymond James Financial Inc. September 2010 - May 2012
Jefferies June 2008 - August 2010
J.P. Morgan March 2006 - June 2008
HSBC Global Banking and Markets April 2005 - March 2006
Merrill Lynch April 1994 - April 2005
Skills
Series 7, Series 63, Series 24, series 3, series 55
Education
University of Limerick
Public Administration
Tom Essmyer's Raymond James Financial Inc. Experience February 1983 - Present
Job Managing Director at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. February 1983 - Present
Morgan Keegan co. 1983 - 2012
Skills
Investments, Portfolio Management, Securities, Series 7, Wealth Management, Capital Markets, Series 63, Bloomberg
Education
St. Louis university, St. Louis, MO 1981 — 1983
master of Finance, Finance and Financial Management Services
University of Missouri-Columbia 1975 — 1979
BSBA FINANCE, Banking and Financial Support Services
Raymond James Financial Inc. February 1983 - Present
Morgan Keegan co. 1983 - 2012
Skills
Investments, Portfolio Management, Securities, Series 7, Wealth Management, Capital Markets, Series 63, Bloomberg
Education
St. Louis university, St. Louis, MO 1981 — 1983
master of Finance, Finance and Financial Management Services
University of Missouri-Columbia 1975 — 1979
BSBA FINANCE, Banking and Financial Support Services
Mark Garfinkel's Raymond James Financial Inc. Experience August 2010 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry
Experience
Raymond James Financial Inc. August 2010 - Present
Education
University of Miami 1975 — 1979
Bachelor's degree, FINANCE
Raymond James Financial Inc. August 2010 - Present
Education
University of Miami 1975 — 1979
Bachelor's degree, FINANCE
Suzanne Schmitt's Raymond James Financial Inc. Experience May 2012 - Present
Job Mutual Fund Operations Reprasentative at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - Present
Morgan Keegan and Co. Inc February 2011 - May 2012
Education
University of Mississippi 2005 — 2010
Bachelor of Science (B.S.), Communication Sciences and Disorders, General
Raymond James Financial Inc. May 2012 - Present
Morgan Keegan and Co. Inc February 2011 - May 2012
Education
University of Mississippi 2005 — 2010
Bachelor of Science (B.S.), Communication Sciences and Disorders, General
Katie Waters's Raymond James Financial Inc. Experience March 2013 - Present
Job Compliance Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2013 - Present
Vanguard June 2011 - July 2012
Vanguard December 2009 - June 2011
Vanguard September 2008 - December 2009
Granville Towers/Allen & O'Hara May 2005 - September 2008
Skills
Series 7, Series 63, Conflict Resolution, Leadership, Writing, Editing, Coaching, Training, Oral & Written..., Consultative Selling..., Mutual Funds, Retirement, Asset Allocation, Securities, Investments, Time Management, Risk Management, Investment Advisory, Financial Services, 401k, IRAs
Education
UNC Chapel Hill
Exercise and Sport Science
SRHS
Raymond James Financial Inc. March 2013 - Present
Vanguard June 2011 - July 2012
Vanguard December 2009 - June 2011
Vanguard September 2008 - December 2009
Granville Towers/Allen & O'Hara May 2005 - September 2008
Skills
Series 7, Series 63, Conflict Resolution, Leadership, Writing, Editing, Coaching, Training, Oral & Written..., Consultative Selling..., Mutual Funds, Retirement, Asset Allocation, Securities, Investments, Time Management, Risk Management, Investment Advisory, Financial Services, 401k, IRAs
Education
UNC Chapel Hill
Exercise and Sport Science
SRHS
Will Heyward's Raymond James Financial Inc. Experience July 2015 - Present
Job Investment Banking Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. May 2014 - July 2014
Northwestern Mutual May 2013 - July 2013
Guardian Ad Litem of Alamance County August 2012 - August 2012
University of North Carolina at Chapel Hill January 2012 - April 2012
Skills
Economics, Data Analysis, Time Management, Strategy, Analysis, Finance, Marketing, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Market Research, Bloomberg Terminal, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of North Carolina at Chapel Hill 2011 — 2015
(BS) Business Administration, Corporate Finance, 3.97 / 4.00
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. May 2014 - July 2014
Northwestern Mutual May 2013 - July 2013
Guardian Ad Litem of Alamance County August 2012 - August 2012
University of North Carolina at Chapel Hill January 2012 - April 2012
Skills
Economics, Data Analysis, Time Management, Strategy, Analysis, Finance, Marketing, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Market Research, Bloomberg Terminal, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of North Carolina at Chapel Hill 2011 — 2015
(BS) Business Administration, Corporate Finance, 3.97 / 4.00
Rashida Mitchell's Raymond James Financial Inc. Experience August 2005 - May 2008
Job Financial Services Professional
Industry Financial Services
Experience
Computershare 2008 - 2013
Raymond James Financial Inc. August 2005 - May 2008
Skills
Client Service Oriented, Project Management, Employee Training, Financial Accounting
Education
University of Michigan 1995 — 1999
Bachelor of Arts (B.A.), African-American/Black Studies
Computershare 2008 - 2013
Raymond James Financial Inc. August 2005 - May 2008
Skills
Client Service Oriented, Project Management, Employee Training, Financial Accounting
Education
University of Michigan 1995 — 1999
Bachelor of Arts (B.A.), African-American/Black Studies
Clay H. Young, CFA's Raymond James Financial Inc. Experience
Job Managing Director at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
University of North Carolina at Charlotte
Master of Business Administration (MBA)
Raymond James Financial Inc.
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
University of North Carolina at Charlotte
Master of Business Administration (MBA)
Gregg Warner's Raymond James Financial Inc. Experience 2003 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James Financial Inc. 2003 - 2011
Morgan Stanley October 2000 - April 2003
Education
University of Maryland College Park 1983 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Raymond James Financial Inc. 2003 - 2011
Morgan Stanley October 2000 - April 2003
Education
University of Maryland College Park 1983 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Lorraine McIver's Raymond James Financial Inc. Experience 2012 - 2013
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Mars Creative Advertising 2013 - 2014
Raymond James Financial Inc. 2012 - 2013
Skills
Advertising, Brand Development, Creative Direction, Integrated Marketing, Digital Marketing, Marketing, Marketing Strategy
Education
University of Michigan-Dearborn 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Ladywood High School
Mars Creative Advertising 2013 - 2014
Raymond James Financial Inc. 2012 - 2013
Skills
Advertising, Brand Development, Creative Direction, Integrated Marketing, Digital Marketing, Marketing, Marketing Strategy
Education
University of Michigan-Dearborn 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Ladywood High School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS