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
William Pullin William Pullin's Raymond James Financial Inc. Experience December 2012 - November 2013
Job Lead Recruiter at Insight Global
Industry Sports
Experience
Insight Global June 2015 - Present
Insight Global August 2014 - June 2015
Insight Global November 2013 - July 2014
Raymond James Financial Inc. December 2012 - November 2013
Republican Party of Florida September 2012 - November 2012
Hillsborough County June 2012 - August 2012
Sigma Chi Fraternity June 2011 - August 2012
Interfraternity Council April 2011 - April 2012
Sigma Chi Fraternity April 2010 - April 2011
Gator Valet Parking September 2007 - September 2009
Skills
Event Planning, Social Media, Leadership, Self-starter, Self-confidence, Entrepreneurship, Customer Service, Management, Marketing, Microsoft Office, Determination, Positivity, Research, Public Speaking, Fundraising, Team Leadership, Facebook, Time Management, Public Relations, Event Management, Sales, Market Research, Marketing Communications, Advertising, Account Management, Email Marketing, PowerPoint, Team Building, Cold Calling, Online Advertising, Strategic Planning, Social Networking, Training, Recruiting, Technical Recruiting
Education
University of South Florida 2007 — 2012
Bachelor of Science; Bachelor of Science, Management; Marketing
Insight Global June 2015 - Present
Insight Global August 2014 - June 2015
Insight Global November 2013 - July 2014
Raymond James Financial Inc. December 2012 - November 2013
Republican Party of Florida September 2012 - November 2012
Hillsborough County June 2012 - August 2012
Sigma Chi Fraternity June 2011 - August 2012
Interfraternity Council April 2011 - April 2012
Sigma Chi Fraternity April 2010 - April 2011
Gator Valet Parking September 2007 - September 2009
Skills
Event Planning, Social Media, Leadership, Self-starter, Self-confidence, Entrepreneurship, Customer Service, Management, Marketing, Microsoft Office, Determination, Positivity, Research, Public Speaking, Fundraising, Team Leadership, Facebook, Time Management, Public Relations, Event Management, Sales, Market Research, Marketing Communications, Advertising, Account Management, Email Marketing, PowerPoint, Team Building, Cold Calling, Online Advertising, Strategic Planning, Social Networking, Training, Recruiting, Technical Recruiting
Education
University of South Florida 2007 — 2012
Bachelor of Science; Bachelor of Science, Management; Marketing
Dustin Eldridge Dustin Eldridge's Raymond James Financial Inc. Experience October 2012 - October 2014
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC October 2014 - Present
Raymond James Financial Inc. October 2012 - October 2014
The Mergis Group, a Randstad Company 2010 - November 2012
Kforce Inc. January 2010 - September 2010
Tampa Bay Buccaneers July 2008 - December 2009
Skills
Securities Market, Financial Advisory, Securities, Stocks, Finance Consulting, Bonds, Municipal Bonds, Government Bonds, Securities Regulation, Financial Audits, Financial Regulation, Compliance, Securities License, Compliance Operations, Accounting, Client Development, Sales, Salesforce.com, New Business Development, Business Development, Consulting, Accounting Consulting
Education
University of South Florida 2005 — 2009
BS, Marketing, Minor in Finance
Raymond James Financial Services, Inc. Member FINRA/SIPC October 2014 - Present
Raymond James Financial Inc. October 2012 - October 2014
The Mergis Group, a Randstad Company 2010 - November 2012
Kforce Inc. January 2010 - September 2010
Tampa Bay Buccaneers July 2008 - December 2009
Skills
Securities Market, Financial Advisory, Securities, Stocks, Finance Consulting, Bonds, Municipal Bonds, Government Bonds, Securities Regulation, Financial Audits, Financial Regulation, Compliance, Securities License, Compliance Operations, Accounting, Client Development, Sales, Salesforce.com, New Business Development, Business Development, Consulting, Accounting Consulting
Education
University of South Florida 2005 — 2009
BS, Marketing, Minor in Finance
Lori Boyd Lori Boyd's Raymond James Financial Inc. Experience February 2013 - May 2014
Job Research Administration Coordinator at Texas Oncology
Industry Research
Experience
Texas Oncology March 2015 - Present
Telos Capital Advisors May 2014 - March 2015
Raymond James Financial Inc. February 2013 - May 2014
CTNeT (Statewide Clinical Trials Network of Texas) October 2011 - January 2013
Chapman, Hext & Co., P.C. August 2007 - June 2011
Skills
Outlook, Microsoft Excel, QuickBooks, Microsoft Word, Microsoft Office, Travel Arrangements, Data Entry, PowerPoint, SharePoint, Customer Service, Event Planning, Catering, Expense Reports, Healthcare, Human Resources, Software Documentation, Spreadsheets, Budgets
Education
University of Oklahoma Health Sciences Center
Western Oklahoma State
Texas Oncology March 2015 - Present
Telos Capital Advisors May 2014 - March 2015
Raymond James Financial Inc. February 2013 - May 2014
CTNeT (Statewide Clinical Trials Network of Texas) October 2011 - January 2013
Chapman, Hext & Co., P.C. August 2007 - June 2011
Skills
Outlook, Microsoft Excel, QuickBooks, Microsoft Word, Microsoft Office, Travel Arrangements, Data Entry, PowerPoint, SharePoint, Customer Service, Event Planning, Catering, Expense Reports, Healthcare, Human Resources, Software Documentation, Spreadsheets, Budgets
Education
University of Oklahoma Health Sciences Center
Western Oklahoma State
Alan Goldfarb, CFP Alan Goldfarb, CFP's Raymond James Financial Inc. Experience 1989 - 2011
Job I help successful individuals to make their retirement dreams become a reality.
Industry Financial Services
Experience
Financial Strategies Group December 2012 - Present
CONCERT Wealth Management, Inc. December 2012 - June 2015
FINRA and NYSE 1992 - 2013
Weaver Wealth Management February 2001 - November 2012
Financial Planning Standards Board Ltd. 2010 - 2012
CFP Board 2007 - 2012
Dallas Summer Musicals 2006 - 2012
Dallas Summer Musicals 2009 - 2011
Raymond James Financial Inc. 1989 - 2011
Weaver Tidwell Wealth Management February 2001 - November 2009
Skills
Expert Witness, Wealth Preservation, Wealth Management, Retirement Planning, Risk Management, Tax, Financial Planners, Wealth Management..., Finance, Estate Planning, Financial Services, Personal Finance, Alternative Investments, Valuation, 401k, Mutual Funds, Investments, Strategic Financial..., Wealth, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Management, Asset Management, Employee Benefits, Financial Advisory, Series 63, Series 7, Investment Strategies, Securities, Pensions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
AIF, Accredited Investment Fiduciary
College of Financial Planning 1975 — 1978
CFP, Personal Finance
University of North Texas 1966 — 1970
MBA, Management and Economics
Fairleigh Dickinson University-Metropolitan Campus 1961 — 1966
BS, Engineering and Management
Financial Strategies Group December 2012 - Present
CONCERT Wealth Management, Inc. December 2012 - June 2015
FINRA and NYSE 1992 - 2013
Weaver Wealth Management February 2001 - November 2012
Financial Planning Standards Board Ltd. 2010 - 2012
CFP Board 2007 - 2012
Dallas Summer Musicals 2006 - 2012
Dallas Summer Musicals 2009 - 2011
Raymond James Financial Inc. 1989 - 2011
Weaver Tidwell Wealth Management February 2001 - November 2009
Skills
Expert Witness, Wealth Preservation, Wealth Management, Retirement Planning, Risk Management, Tax, Financial Planners, Wealth Management..., Finance, Estate Planning, Financial Services, Personal Finance, Alternative Investments, Valuation, 401k, Mutual Funds, Investments, Strategic Financial..., Wealth, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Management, Asset Management, Employee Benefits, Financial Advisory, Series 63, Series 7, Investment Strategies, Securities, Pensions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
AIF, Accredited Investment Fiduciary
College of Financial Planning 1975 — 1978
CFP, Personal Finance
University of North Texas 1966 — 1970
MBA, Management and Economics
Fairleigh Dickinson University-Metropolitan Campus 1961 — 1966
BS, Engineering and Management
Patrice Williams-Wooten Patrice Williams-Wooten's Raymond James Financial Inc. Experience August 2014 - Present
Job Payroll Supervisor
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Realty One Group First National October 2013 - Present
Chrimoza Tax Solutions January 2013 - Present
Quadel Consulting Corporation February 2011 - May 2014
Memphis Housing Authority August 2009 - February 2011
Crye-Leike Realtors July 2002 - November 2010
AT & T March 2000 - July 2009
Skills
Accounting, Budgeting, Financial Analysis, Customer Service, Customer Relations, Problem Solving, Supervisory Skills, Analysis, Financial Reporting, Team Building, Real Estate, Administration, Strategic Planning, Small Business, Auditing, Forecasting, Compliance, Fundraising, Negotiation, Funding, Research, Budgets, System Administration, General Ledger, Software Documentation, Program Management, Contract Negotiation, Process Improvement, Finance, Access, Leadership, Coaching, Employee Relations, Outlook, Team Leadership, Human Resources, Insurance, Operations Management, Sales, Management, Payroll, Training, Business Planning, Marketing, Real Estate Transactions, Microsoft Office, Public Speaking, Policy, Microsoft Excel, PeopleSoft
Education
University of Phoenix 2010 — 2014
Bachelor's Degree, Business Administration/Accounting
Univesity of Kaplan 2007 — 2009
Business Management
Raymond James Financial Inc. August 2014 - Present
Realty One Group First National October 2013 - Present
Chrimoza Tax Solutions January 2013 - Present
Quadel Consulting Corporation February 2011 - May 2014
Memphis Housing Authority August 2009 - February 2011
Crye-Leike Realtors July 2002 - November 2010
AT & T March 2000 - July 2009
Skills
Accounting, Budgeting, Financial Analysis, Customer Service, Customer Relations, Problem Solving, Supervisory Skills, Analysis, Financial Reporting, Team Building, Real Estate, Administration, Strategic Planning, Small Business, Auditing, Forecasting, Compliance, Fundraising, Negotiation, Funding, Research, Budgets, System Administration, General Ledger, Software Documentation, Program Management, Contract Negotiation, Process Improvement, Finance, Access, Leadership, Coaching, Employee Relations, Outlook, Team Leadership, Human Resources, Insurance, Operations Management, Sales, Management, Payroll, Training, Business Planning, Marketing, Real Estate Transactions, Microsoft Office, Public Speaking, Policy, Microsoft Excel, PeopleSoft
Education
University of Phoenix 2010 — 2014
Bachelor's Degree, Business Administration/Accounting
Univesity of Kaplan 2007 — 2009
Business Management
Amanda Worth, CPA's Raymond James Financial Inc. Experience October 2014 - Present
Job Auditor InCharge at Raymond James Financial Inc.
Industry Accounting
Experience
Raymond James Financial Inc. October 2014 - Present
Skills
Accounting, Financial Accounting, Tax, GAAP, Auditing, Financial Reporting, Financial Statements, Financial Analysis, US GAAP, Tutoring, External Audit, SEC filings, Internal Audit, Time Management
Education
University of South Florida 2012 — 2013
Master of Accountancy, Audit and Systems
University of South Florida - College of Business Administration 2008 — 2012
B.S., Accounting
Raymond James Financial Inc. October 2014 - Present
Skills
Accounting, Financial Accounting, Tax, GAAP, Auditing, Financial Reporting, Financial Statements, Financial Analysis, US GAAP, Tutoring, External Audit, SEC filings, Internal Audit, Time Management
Education
University of South Florida 2012 — 2013
Master of Accountancy, Audit and Systems
University of South Florida - College of Business Administration 2008 — 2012
B.S., Accounting
Alexandra Zambito Hiller Alexandra Zambito Hiller's Raymond James Financial Inc. Experience May 2011 - December 2011
Job Accounting Associate / Payroll Manager at Hiller Carbon LLC
Industry Accounting
Experience
Hiller Carbon LLC October 2013 - Present
CBIZ Kirkland, Russ, Murphy & Tapp January 2013 - April 2013
Prado Enterprises, Inc. May 2012 - August 2012
Raymond James Financial Inc. May 2011 - December 2011
Tijuana Flats Burrito Co. February 2006 - May 2011
Skills
Microsoft Excel, Microsoft Word, Outlook, PeopleSoft, Service Desk, Microsoft Office..., ProSystem fx Tax, Fixed Assets
Education
University of South Florida - College of Business Administration 2008 — 2012
B.S., Accounting, 3.7
Hiller Carbon LLC October 2013 - Present
CBIZ Kirkland, Russ, Murphy & Tapp January 2013 - April 2013
Prado Enterprises, Inc. May 2012 - August 2012
Raymond James Financial Inc. May 2011 - December 2011
Tijuana Flats Burrito Co. February 2006 - May 2011
Skills
Microsoft Excel, Microsoft Word, Outlook, PeopleSoft, Service Desk, Microsoft Office..., ProSystem fx Tax, Fixed Assets
Education
University of South Florida - College of Business Administration 2008 — 2012
B.S., Accounting, 3.7
Maria Bhim Maria Bhim's Raymond James Financial Inc. Experience June 2005 - July 2006
Job Global Sales Hyatt Hotels Corporation
Industry Hospitality
Experience
Hyatt Hotels Corporation February 2013 - Present
Young Travel Professionals- Global June 2015 - Present
Kngroo Inc August 2011 - June 2012
Booth Guy Radio May 2011 - June 2012
Ceviche Tapas Bar & Restaurant July 2010 - May 2012
Barcamp Sarasota October 2011 - October 2011
TEDx Tampa Bay February 2011 - February 2011
Bonefish Grill February 2008 - April 2010
Raymond James Financial Inc. June 2005 - July 2006
Skills
Social Media Marketing, Event Planning, Event Management, Social Media, Social Networking, Market Research, Marketing Communications, Marketing Strategy, Creative Problem Solving, Hospitality, Account Management, Business Development, Sales, Hospitality Suites, Luxury Travel, Client Education, Entrepreneurship, Copy Editing, Project Coordination, Lead Generation, Hospitality Management, Microsoft Office, Problem Solving, Sales Operations, Strategic Partnerships
Education
University of South Florida 2007 — 2012
Bachelor of Science (B.S.), Entrepreneurial and Small Business Operations Major, Business Management Minor
Hyatt Hotels Corporation February 2013 - Present
Young Travel Professionals- Global June 2015 - Present
Kngroo Inc August 2011 - June 2012
Booth Guy Radio May 2011 - June 2012
Ceviche Tapas Bar & Restaurant July 2010 - May 2012
Barcamp Sarasota October 2011 - October 2011
TEDx Tampa Bay February 2011 - February 2011
Bonefish Grill February 2008 - April 2010
Raymond James Financial Inc. June 2005 - July 2006
Skills
Social Media Marketing, Event Planning, Event Management, Social Media, Social Networking, Market Research, Marketing Communications, Marketing Strategy, Creative Problem Solving, Hospitality, Account Management, Business Development, Sales, Hospitality Suites, Luxury Travel, Client Education, Entrepreneurship, Copy Editing, Project Coordination, Lead Generation, Hospitality Management, Microsoft Office, Problem Solving, Sales Operations, Strategic Partnerships
Education
University of South Florida 2007 — 2012
Bachelor of Science (B.S.), Entrepreneurial and Small Business Operations Major, Business Management Minor
Richard Crose Richard Crose's Raymond James Financial Inc. Experience January 2014 - April 2014
Job Institutional Fixed Income Sales at DuncanWilliams, Inc.
Industry Financial Services
Experience
Duncan-Williams, Inc. August 2014 - Present
Raymond James Financial Inc. January 2014 - April 2014
Coastal Plains Insurance/Outdoors 2010 - 2013
Beacon Insurance Group 2008 - 2010
Skills
Fixed Income, Insurance, Mortgage Lending, Sales, Series 63, Relationship Management, Underwriting, Sales Process, Market Research, Municipal Bonds, Corporate Finance, Mortgage Banking, Real Estate Economics, Portfolio Management, Series 7
Education
University of Richmond 1987 — 1993
Bachelor of Arts (B.A.), Economics
Appalachian State University 1988 — 1990
Economics
Hilton Head Prep
Episcopal High School 1984 — 1986
Duncan-Williams, Inc. August 2014 - Present
Raymond James Financial Inc. January 2014 - April 2014
Coastal Plains Insurance/Outdoors 2010 - 2013
Beacon Insurance Group 2008 - 2010
Skills
Fixed Income, Insurance, Mortgage Lending, Sales, Series 63, Relationship Management, Underwriting, Sales Process, Market Research, Municipal Bonds, Corporate Finance, Mortgage Banking, Real Estate Economics, Portfolio Management, Series 7
Education
University of Richmond 1987 — 1993
Bachelor of Arts (B.A.), Economics
Appalachian State University 1988 — 1990
Economics
Hilton Head Prep
Episcopal High School 1984 — 1986
Laurel Hughes's Raymond James Financial Inc. Experience August 2005 - August 2009
Job Teaching Fellow at Rocky Mountain Prep
Industry Education Management
Experience
Rocky Mountain Prep July 2015 - Present
Charles Schwab October 2009 - June 2015
Raymond James Financial Inc. August 2005 - August 2009
Skills
Nonprofits, Copywriting, Customer Service, Organization Skills, Communication, Web Content Management, Relationship Building, Volunteering, Educational Leadership, Event Management, Project Management, Social Networking
Education
University of Northern Colorado 1994 — 1998
Bachelor of Arts (B.A.), Journalism
University of Northern Colorado, Greeley, Colorado, 1998 1994 — 1998
Bachelor of Arts (B.A.), Journalism (emphasis Public Relations)
Rocky Mountain Prep July 2015 - Present
Charles Schwab October 2009 - June 2015
Raymond James Financial Inc. August 2005 - August 2009
Skills
Nonprofits, Copywriting, Customer Service, Organization Skills, Communication, Web Content Management, Relationship Building, Volunteering, Educational Leadership, Event Management, Project Management, Social Networking
Education
University of Northern Colorado 1994 — 1998
Bachelor of Arts (B.A.), Journalism
University of Northern Colorado, Greeley, Colorado, 1998 1994 — 1998
Bachelor of Arts (B.A.), Journalism (emphasis Public Relations)
Katelyn Leal Katelyn Leal's Raymond James Financial Inc. Experience December 2014 - Present
Job Accounting Systems & Projects Intern at Raymond James Financial Inc.
Industry Accounting
Experience
Raymond James Financial Inc. December 2014 - Present
Metropolitan Police Department June 2014 - August 2014
Hillsborough County Government August 2013 - February 2014
Gap Inc./Outlet May 2012 - September 2013
University of South Florida May 2013 - August 2013
Skills
Highly-motivated, Detail oriented, Microsoft Office Word..., Microsoft Excel, Microsoft Publisher, Microsoft PowerPoint, Time-efficient, Leadership, PowerPoint, Research, Customer Service, Teamwork, Public Speaking, Event Planning, Facebook, Training
Education
University of South Florida 2011 — 2016
Bachelor's Degree, Accounting & Economics; Minor: Criminology, Senior
The Washington Center 2014 — 2014
Summer Internship Program, Law & Criminal Justice, A
Raymond James Financial Inc. December 2014 - Present
Metropolitan Police Department June 2014 - August 2014
Hillsborough County Government August 2013 - February 2014
Gap Inc./Outlet May 2012 - September 2013
University of South Florida May 2013 - August 2013
Skills
Highly-motivated, Detail oriented, Microsoft Office Word..., Microsoft Excel, Microsoft Publisher, Microsoft PowerPoint, Time-efficient, Leadership, PowerPoint, Research, Customer Service, Teamwork, Public Speaking, Event Planning, Facebook, Training
Education
University of South Florida 2011 — 2016
Bachelor's Degree, Accounting & Economics; Minor: Criminology, Senior
The Washington Center 2014 — 2014
Summer Internship Program, Law & Criminal Justice, A
David Greer David Greer's Raymond James Financial Inc. Experience December 2014 - Present
Job Master Developer at Raymond James Financial (All posts are my own and are in no way associated with Raymond James)
Industry Information Technology and Services
Experience
Raymond James Financial Inc. December 2014 - Present
Apollidon Learning January 2014 - December 2014
PSCU August 2011 - January 2014
TW Manager October 2010 - August 2011
Iota Sigma Tau May 2010 - April 2011
Alpha Beta Kappa October 2009 - October 2010
Non Profit July 2007 - September 2010
Freelance February 2008 - June 2010
Klockner Pentaplast August 2003 - July 2007
Skills
Web Design, jQuery, Web Development, CSS, Drupal, HTML, JavaScript, Dreamweaver, Adobe Creative Suite, PHP, HTML 5, CMS, Flash, Microsoft Office, Visio, PSD, Microsoft SQL Server, Windows, Visual Basic, Website Development, CSS3, ActionScript, HTML + CSS, PSD to HTML/CSS, Responsive Web Design, Joomla, Bootstrap, WordPress, HTML5, Front-end
Education
University of Phoenix 2011 — 2013
Bachelor of Science, IT - Web Development
Kaplan University 2008 — 2011
Bachelor's, Information Technology/Multimedia and Animation/Web Development
Raymond James Financial Inc. December 2014 - Present
Apollidon Learning January 2014 - December 2014
PSCU August 2011 - January 2014
TW Manager October 2010 - August 2011
Iota Sigma Tau May 2010 - April 2011
Alpha Beta Kappa October 2009 - October 2010
Non Profit July 2007 - September 2010
Freelance February 2008 - June 2010
Klockner Pentaplast August 2003 - July 2007
Skills
Web Design, jQuery, Web Development, CSS, Drupal, HTML, JavaScript, Dreamweaver, Adobe Creative Suite, PHP, HTML 5, CMS, Flash, Microsoft Office, Visio, PSD, Microsoft SQL Server, Windows, Visual Basic, Website Development, CSS3, ActionScript, HTML + CSS, PSD to HTML/CSS, Responsive Web Design, Joomla, Bootstrap, WordPress, HTML5, Front-end
Education
University of Phoenix 2011 — 2013
Bachelor of Science, IT - Web Development
Kaplan University 2008 — 2011
Bachelor's, Information Technology/Multimedia and Animation/Web Development
Andrew Amato's Raymond James Financial Inc. Experience October 2013 - May 2014
Job Business Law TA at USF Tampa
Industry Financial Services
Experience
University of South Florida January 2015 - Present
Deloitte June 2014 - August 2014
Raymond James Financial Inc. October 2013 - May 2014
USF Student Government August 2013 - May 2014
Self Employed January 2013 - August 2013
Bill Ray Nissan August 2008 - July 2011
717 Parking Services August 2010 - January 2011
Skills
Financial Accounting, Leadership, Microsoft Excel, Auditing, Accounting, Financial Analysis, SharePoint, SharePoint Designer, InfoPath, Spreadsheets, Access, Operational Risk, Data Analysis, Data Analytics, Budgets, Entrepreneurship, Risk Assessment, Management, Operational Risk..., Finance
Education
University of South Florida 2014 — 2015
Master's Degree, Accounting
University of South Florida - College of Business Administration 2010 — 2014
Bachelor of Science (BS) - March, 2014, Accounting and Finance
University of South Florida January 2015 - Present
Deloitte June 2014 - August 2014
Raymond James Financial Inc. October 2013 - May 2014
USF Student Government August 2013 - May 2014
Self Employed January 2013 - August 2013
Bill Ray Nissan August 2008 - July 2011
717 Parking Services August 2010 - January 2011
Skills
Financial Accounting, Leadership, Microsoft Excel, Auditing, Accounting, Financial Analysis, SharePoint, SharePoint Designer, InfoPath, Spreadsheets, Access, Operational Risk, Data Analysis, Data Analytics, Budgets, Entrepreneurship, Risk Assessment, Management, Operational Risk..., Finance
Education
University of South Florida 2014 — 2015
Master's Degree, Accounting
University of South Florida - College of Business Administration 2010 — 2014
Bachelor of Science (BS) - March, 2014, Accounting and Finance
Jorge Soriano's Raymond James Financial Inc. Experience March 2010 - May 2012
Job Financial Advisor at JP Morgan Securities, LLC.
Industry Financial Services
Experience
JP Morgan Securities, LLC. May 2013 - Present
JPMorgan Chase Bank, NA May 2012 - May 2013
Raymond James Financial Inc. March 2010 - May 2012
Education
University of South Florida - College of Business Administration 2007 — 2010
Finance, Principles of Finance, Accounting, Economics
JP Morgan Securities, LLC. May 2013 - Present
JPMorgan Chase Bank, NA May 2012 - May 2013
Raymond James Financial Inc. March 2010 - May 2012
Education
University of South Florida - College of Business Administration 2007 — 2010
Finance, Principles of Finance, Accounting, Economics
Henry Reinberg Henry Reinberg's Raymond James Financial Inc. Experience June 2012 - August 2013
Job Client Relationship Associate
Industry Higher Education
Experience
Kforce Inc January 2015 - Present
Enterprise Holdings February 2014 - December 2014
Naviga Business Services September 2013 - December 2013
American Marketing Association June 2013 - December 2013
Raymond James Financial Inc. June 2012 - August 2013
Ronald R. Wolfe & Associates, PL June 2009 - August 2012
HOST November 2006 - June 2009
Skills
Teamwork, Team Leadership, PowerPoint, Customer Service, Spanish, Public Speaking, Team Building, Microsoft Excel, Research, Analysis, Problem Solving, Teaching
Education
University of South Florida 2009 — 2013
Bachelor of Science in Business Administration, Finance
Kforce Inc January 2015 - Present
Enterprise Holdings February 2014 - December 2014
Naviga Business Services September 2013 - December 2013
American Marketing Association June 2013 - December 2013
Raymond James Financial Inc. June 2012 - August 2013
Ronald R. Wolfe & Associates, PL June 2009 - August 2012
HOST November 2006 - June 2009
Skills
Teamwork, Team Leadership, PowerPoint, Customer Service, Spanish, Public Speaking, Team Building, Microsoft Excel, Research, Analysis, Problem Solving, Teaching
Education
University of South Florida 2009 — 2013
Bachelor of Science in Business Administration, Finance
Korisa Kulda Korisa Kulda's Raymond James Financial Inc. Experience July 2015 - Present
Job Supervisory Principal at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. February 2013 - July 2015
Transamerica Asset Management April 2012 - February 2013
Prudential Financial March 2011 - March 2012
Prudential Financial August 2009 - March 2011
Skills
Series 7, Securities, Investments, Financial Modeling, Financial Analysis, Mutual Funds, Finance, Equities, Financial Services, FINRA, Accounting, Asset Allocation, Financial Planning, Insurance
Education
University of Pittsburgh 2005 — 2009
Bachelor's degree, Finance and Marketing
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. February 2013 - July 2015
Transamerica Asset Management April 2012 - February 2013
Prudential Financial March 2011 - March 2012
Prudential Financial August 2009 - March 2011
Skills
Series 7, Securities, Investments, Financial Modeling, Financial Analysis, Mutual Funds, Finance, Equities, Financial Services, FINRA, Accounting, Asset Allocation, Financial Planning, Insurance
Education
University of Pittsburgh 2005 — 2009
Bachelor's degree, Finance and Marketing
Ricky Renaud's Raymond James Financial Inc. Experience January 2012 - December 2012
Job Assistant Server at The Canopy Lounge @ The Birchwood
Industry Restaurants
Experience
Bloomingdale's July 2014 - November 2014
The Birchwood February 2014 - July 2014
Crowley's Downtown December 2012 - January 2014
Raymond James Financial Inc. January 2012 - December 2012
Bank of America October 2010 - January 2012
Bank of America September 2009 - October 2010
HSN September 2008 - April 2009
YMCA of Greater St. Petersburg April 2007 - August 2008
J&K Novelty, Inc. June 2005 - April 2007
J&K Novelty, Inc. May 2005 - October 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Office, PowerPoint, Interpersonal Skill, Internal Communications, Customer Service, Report Writing, English, Project Planning, Project Management, Project Coordination, Time Management, Databases, Data Entry, Research, Government, Program Management, Human Resources, Call Centers, Sales
Education
University of Phoenix 2014 — 2017
Bachelor of Science
University of South Florida - College of Business Administration 2010 — 2016
Bloomingdale's July 2014 - November 2014
The Birchwood February 2014 - July 2014
Crowley's Downtown December 2012 - January 2014
Raymond James Financial Inc. January 2012 - December 2012
Bank of America October 2010 - January 2012
Bank of America September 2009 - October 2010
HSN September 2008 - April 2009
YMCA of Greater St. Petersburg April 2007 - August 2008
J&K Novelty, Inc. June 2005 - April 2007
J&K Novelty, Inc. May 2005 - October 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Office, PowerPoint, Interpersonal Skill, Internal Communications, Customer Service, Report Writing, English, Project Planning, Project Management, Project Coordination, Time Management, Databases, Data Entry, Research, Government, Program Management, Human Resources, Call Centers, Sales
Education
University of Phoenix 2014 — 2017
Bachelor of Science
University of South Florida - College of Business Administration 2010 — 2016
Joe Brockman, CFP ® Joe Brockman, CFP ®'s Raymond James Financial Inc. Experience March 2009 - Present
Job Vice President, Investments at Raymond James Financial Inc. CERTIFIED FINANCIAL PLANNER ™
Industry Financial Services
Experience
Raymond James Financial Inc. March 2009 - Present
Smith Barney February 2006 - March 2009
Legg Mason December 2003 - February 2006
Skills
Portfolio Management, Wealth Management, Retirement Planning, Financial Analysis, Financial Planning, Mutual Funds, Asset Management, Securities, Equities
Education
Virginia Military Institute 1992 — 1996
Bachelor of Arts (BA), Economics/Business
University of Richmond - Robins School of Business 1999 — 2001
Master of Business Administration (M.B.A.)
St. Christopher's School 1978 — 1992
High School
Raymond James Financial Inc. March 2009 - Present
Smith Barney February 2006 - March 2009
Legg Mason December 2003 - February 2006
Skills
Portfolio Management, Wealth Management, Retirement Planning, Financial Analysis, Financial Planning, Mutual Funds, Asset Management, Securities, Equities
Education
Virginia Military Institute 1992 — 1996
Bachelor of Arts (BA), Economics/Business
University of Richmond - Robins School of Business 1999 — 2001
Master of Business Administration (M.B.A.)
St. Christopher's School 1978 — 1992
High School
Christian Carrera Christian Carrera's Raymond James Financial Inc. Experience August 2014 - Present
Job Software Engineer at Raymond James Financial Inc.
Industry Banking
Experience
Raymond James Financial Inc. August 2014 - Present
JPMorgan Chase July 2007 - August 2014
JPMorgan Chase January 2006 - July 2007
Skills
Agile & Waterfall..., Java Enterprise Edition, SDLC, Weblogic, Test Automation, Web Applications, Apache, Agile Methodologies, Ant, Maven, Subversion, WebLogic, SQL, XML, Hibernate, Java, Spring Framework
Education
University of South Florida 2003 — 2007
Computer Science, Computer Science
Raymond James Financial Inc. August 2014 - Present
JPMorgan Chase July 2007 - August 2014
JPMorgan Chase January 2006 - July 2007
Skills
Agile & Waterfall..., Java Enterprise Edition, SDLC, Weblogic, Test Automation, Web Applications, Apache, Agile Methodologies, Ant, Maven, Subversion, WebLogic, SQL, XML, Hibernate, Java, Spring Framework
Education
University of South Florida 2003 — 2007
Computer Science, Computer Science
Cameron Bryan's Raymond James Financial Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Reebok June 2013 - August 2013
Skills
Teaching, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Teamwork, Leadership, Customer Service, Public Speaking, Access, Event Planning, Time Management, Marketing, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
BA, Finance, International Business
Xaverian Brothers High School 2007 — 2011
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Reebok June 2013 - August 2013
Skills
Teaching, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Teamwork, Leadership, Customer Service, Public Speaking, Access, Event Planning, Time Management, Marketing, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
BA, Finance, International Business
Xaverian Brothers High School 2007 — 2011
Scott Sheely Scott Sheely's Raymond James Financial Inc. Experience June 2011 - August 2011
Job Investment Analyst at LCG Associates
Industry Investment Management
Experience
LCG Associates August 2015 - Present
Segal Rogerscasey November 2013 - August 2015
Morgan Stanley May 2012 - August 2012
Raymond James Financial Inc. June 2011 - August 2011
Allstate July 2011 - July 2011
Skills
Data Analysis, Valuation Modeling, Financial Modeling, Client Presentation, Manage Client..., Pitch Books, Market Research, Technical Analysis, Investment Advisory, Investment Strategies, Asset Allocation, Trend Analysis, Microsoft Excel, PowerPoint, Sunguard, Dorsey Wright Financial..., LifeView Financial..., Morningstar, Bloomberg Software
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science (BS), Investment Finance, Management
LCG Associates August 2015 - Present
Segal Rogerscasey November 2013 - August 2015
Morgan Stanley May 2012 - August 2012
Raymond James Financial Inc. June 2011 - August 2011
Allstate July 2011 - July 2011
Skills
Data Analysis, Valuation Modeling, Financial Modeling, Client Presentation, Manage Client..., Pitch Books, Market Research, Technical Analysis, Investment Advisory, Investment Strategies, Asset Allocation, Trend Analysis, Microsoft Excel, PowerPoint, Sunguard, Dorsey Wright Financial..., LifeView Financial..., Morningstar, Bloomberg Software
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science (BS), Investment Finance, Management
David Simek David Simek's Raymond James Financial Inc. Experience December 2014 - Present
Job Raymond James Financial Inc.
Industry Capital Markets
Experience
Raymond James Financial Inc. December 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Knight Capital Group 2012 - 2013
Cohen & Company April 2009 - July 2012
Highland Capital Management, L.P. August 2007 - March 2009
Merrill Lynch 2002 - 2007
UBS Investment Bank 2000 - 2002
Nomura Securities 1987 - 2000
Skills
Private Equity, Financial Analysis, Hedge Funds, SEC filings, Business Valuation, Mergers, Income Tax, Structured Finance
Education
University of Richmond
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James Financial Inc. December 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Knight Capital Group 2012 - 2013
Cohen & Company April 2009 - July 2012
Highland Capital Management, L.P. August 2007 - March 2009
Merrill Lynch 2002 - 2007
UBS Investment Bank 2000 - 2002
Nomura Securities 1987 - 2000
Skills
Private Equity, Financial Analysis, Hedge Funds, SEC filings, Business Valuation, Mergers, Income Tax, Structured Finance
Education
University of Richmond
Bachelor of Business Administration (B.B.A.), Finance, General
Wade Henriquez Wade Henriquez's Raymond James Financial Inc. Experience September 2013 - Present
Job Mutual Fund Analyst at Raymond James Financial Inc
Industry Financial Services
Experience
Raymond James Financial Inc. September 2013 - Present
Wells Fargo Insurance Services June 2012 - August 2012
Education
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Economics
Vivian Gaither High School 2005 — 2009
Raymond James Financial Inc. September 2013 - Present
Wells Fargo Insurance Services June 2012 - August 2012
Education
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Economics
Vivian Gaither High School 2005 — 2009
Lucas Hassett Lucas Hassett's Raymond James Financial Inc. Experience September 2013 - Present
Job Strategic Options, Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 2013 - Present
Little Harbor Advisors May 2012 - September 2012
University of San Diego January 2012 - May 2012
Skills
Microsoft Office, Social Media, Facebook, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Customer Service, Photoshop, Hedge Funds
Education
University of San Diego 2009 — 2013
St. Johns Preparatory School 2005 — 2009
Raymond James Financial Inc. September 2013 - Present
Little Harbor Advisors May 2012 - September 2012
University of San Diego January 2012 - May 2012
Skills
Microsoft Office, Social Media, Facebook, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Customer Service, Photoshop, Hedge Funds
Education
University of San Diego 2009 — 2013
St. Johns Preparatory School 2005 — 2009
Elizabeth Register Elizabeth Register's Raymond James Financial Inc. Experience October 2013 - Present
Job Account Executive at Raymond James Financial Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. December 2011 - October 2013
Veranos Resources October 2010 - December 2011
PSCU Financial Services July 2010 - October 2010
Chili's Bar April 2005 - October 2010
Global Market Consultants, Inc January 2010 - May 2010
Advanced Software Designs Inc June 2009 - August 2009
Boston Market May 2003 - July 2006
Skills
Marketing, Copywriting, InDesign, Team Leadership, Project Management, Training, Customer Service, PowerPoint, Time Management, Account Management, Sales
Education
University of South Florida 2008 — 2010
Bachelor of Science, Marketing
University of South Florida 2008 — 2010
Bachelor of Science (B.S.), marketing
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. December 2011 - October 2013
Veranos Resources October 2010 - December 2011
PSCU Financial Services July 2010 - October 2010
Chili's Bar April 2005 - October 2010
Global Market Consultants, Inc January 2010 - May 2010
Advanced Software Designs Inc June 2009 - August 2009
Boston Market May 2003 - July 2006
Skills
Marketing, Copywriting, InDesign, Team Leadership, Project Management, Training, Customer Service, PowerPoint, Time Management, Account Management, Sales
Education
University of South Florida 2008 — 2010
Bachelor of Science, Marketing
University of South Florida 2008 — 2010
Bachelor of Science (B.S.), marketing
Luis R. Cruz Luis R. Cruz's Raymond James Financial Inc. Experience November 2012 - Present
Job Support Analyst at Raymond James Financial Inc.
Industry Hospital & Health Care
Experience
Raymond James Financial Inc. November 2012 - Present
Suncoast Solutions June 2010 - November 2012
Depository Trust & Clearing Corp August 2002 - April 2010
Skills
Customer Support, Microsoft Office, WebEx, Citrix, Hospice, Remote Access, Product Training, Database Applications, Mainframe, Interpersonal..., Organization &..., Time Management, Analytical Skills, Team Building, Application Servers, Progress Billing, Disaster Recovery
Education
University of Phoenix 2006 — 2007
Raymond James Financial Inc. November 2012 - Present
Suncoast Solutions June 2010 - November 2012
Depository Trust & Clearing Corp August 2002 - April 2010
Skills
Customer Support, Microsoft Office, WebEx, Citrix, Hospice, Remote Access, Product Training, Database Applications, Mainframe, Interpersonal..., Organization &..., Time Management, Analytical Skills, Team Building, Application Servers, Progress Billing, Disaster Recovery
Education
University of Phoenix 2006 — 2007
Lyndsay Pascoe, MBA's Raymond James Financial Inc. Experience May 2004 - August 2009
Job Financial Analyst / Management Consultant
Industry Financial Services
Experience
Various Event Planning Companies September 2011 - Present
Richard Pascoe, Tax Accountant January 2009 - Present
Discovery Communications January 2013 - April 2013
Five Guys Burgers and Fries May 2012 - November 2012
Upper Mohawk, Inc. November 2011 - February 2012
JRD and Associates, Inc. November 2010 - November 2011
Creative Computing Solutions, Inc (CCSi) November 2009 - November 2010
Raymond James Financial Inc. May 2004 - August 2009
Skills
Microsoft Office, Excel, SQL Server, SharePoint, Facebook, Twitter, Photoshop, Customer Service, Financial Analysis, Financial Reporting, Financial Modeling, Financial Planning, Tax, Tax Preparation, Reconciliation of..., Income Tax, Corporate Tax, Corporate Finance, Financial Accounting, Financial Markets, Event Planning, Event Marketing, Valuation, Database Management, Financial Statement..., New Business Development, Project Managment, GAAP, Real Estate Finance, Real Estate Managment, Access, Account Reconciliation, Accounting, Analysis, Auditing, Budgets, Business Analysis, Data Analysis, Database Admin, Due Diligence, Finance, Government, Investments, Leadership, Management, Mergers, Microsoft Excel, Microsoft SQL Server, Mutual Funds, Project Management
Education
University of Pittsburgh 2007 — 2008
MBA, Finance, Accounting
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2008
Master of Business Administration (MBA), Accounting and Finance
Various Event Planning Companies September 2011 - Present
Richard Pascoe, Tax Accountant January 2009 - Present
Discovery Communications January 2013 - April 2013
Five Guys Burgers and Fries May 2012 - November 2012
Upper Mohawk, Inc. November 2011 - February 2012
JRD and Associates, Inc. November 2010 - November 2011
Creative Computing Solutions, Inc (CCSi) November 2009 - November 2010
Raymond James Financial Inc. May 2004 - August 2009
Skills
Microsoft Office, Excel, SQL Server, SharePoint, Facebook, Twitter, Photoshop, Customer Service, Financial Analysis, Financial Reporting, Financial Modeling, Financial Planning, Tax, Tax Preparation, Reconciliation of..., Income Tax, Corporate Tax, Corporate Finance, Financial Accounting, Financial Markets, Event Planning, Event Marketing, Valuation, Database Management, Financial Statement..., New Business Development, Project Managment, GAAP, Real Estate Finance, Real Estate Managment, Access, Account Reconciliation, Accounting, Analysis, Auditing, Budgets, Business Analysis, Data Analysis, Database Admin, Due Diligence, Finance, Government, Investments, Leadership, Management, Mergers, Microsoft Excel, Microsoft SQL Server, Mutual Funds, Project Management
Education
University of Pittsburgh 2007 — 2008
MBA, Finance, Accounting
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2008
Master of Business Administration (MBA), Accounting and Finance
Abbey Ajanaku's Raymond James Financial Inc. Experience April 2014 - Present
Job Sr. Application Analyst at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial Inc. June 2010 - April 2014
Raymond James Financial Inc. January 2007 - June 2010
Skills
SDLC, Requirements Gathering, Visio, Business Analysis, Business Requirements, Requirements Analysis, SharePoint, User Acceptance Testing, Data Modeling, SQL, Systems Analysis, Quality Center, T-SQL, HP NonStop, Enform, Databases, Software Project..., Microsoft SQL Server, Access, Database Design, Agile Methodologies, Software Documentation, Business Process, Disaster Recovery, SSRS, Data Warehousing
Education
University of South Florida 2003 — 2006
Bachelor of Science (B.S.), Information Technology
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial Inc. June 2010 - April 2014
Raymond James Financial Inc. January 2007 - June 2010
Skills
SDLC, Requirements Gathering, Visio, Business Analysis, Business Requirements, Requirements Analysis, SharePoint, User Acceptance Testing, Data Modeling, SQL, Systems Analysis, Quality Center, T-SQL, HP NonStop, Enform, Databases, Software Project..., Microsoft SQL Server, Access, Database Design, Agile Methodologies, Software Documentation, Business Process, Disaster Recovery, SSRS, Data Warehousing
Education
University of South Florida 2003 — 2006
Bachelor of Science (B.S.), Information Technology
Kendle Snead Kendle Snead's Raymond James Financial Inc. Experience 2006 - 2009
Job Financial Analyst at JM Family Enterprises
Industry Financial Services
Experience
JM Family Enterprises July 2013 - Present
Parkson Corporation April 2009 - July 2013
Raymond James Financial Inc. 2006 - 2009
PricewaterhouseCoopers, LLP. 2005 - 2006
PricewaterhouseCoopers, LLP. 2004 - 2005
Eckerd 2003 - 2004
Education
University of Phoenix 2003 — 2005
Masters of Business Administration, Business
University of South Florida - College of Business Administration 1999 — 2003
Bachelor in Business Administration, Management
JM Family Enterprises July 2013 - Present
Parkson Corporation April 2009 - July 2013
Raymond James Financial Inc. 2006 - 2009
PricewaterhouseCoopers, LLP. 2005 - 2006
PricewaterhouseCoopers, LLP. 2004 - 2005
Eckerd 2003 - 2004
Education
University of Phoenix 2003 — 2005
Masters of Business Administration, Business
University of South Florida - College of Business Administration 1999 — 2003
Bachelor in Business Administration, Management
Matthew Lesser Matthew Lesser's Raymond James Financial Inc. Experience May 2015 - August 2015
Job Student at The Wharton School
Industry Financial Services
Experience
The Wharton School January 2014 - Present
Raymond James Financial, Inc. May 2015 - August 2015
Raymond James Financial Inc. June 2014 - August 2014
UBS June 2013 - August 2013
Skills
Statistics, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Business Analytics
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science in Economics with Concentrations in Finance, Accounting and Statistics, Minor in Mathematics
Jericho High School 2009 — 2013
The Wharton School January 2014 - Present
Raymond James Financial, Inc. May 2015 - August 2015
Raymond James Financial Inc. June 2014 - August 2014
UBS June 2013 - August 2013
Skills
Statistics, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Business Analytics
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science in Economics with Concentrations in Finance, Accounting and Statistics, Minor in Mathematics
Jericho High School 2009 — 2013
Tom Toups Tom Toups's Raymond James Financial Inc. Experience March 2006 - August 2008
Job Senior Associate Software Development at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company June 2014 - December 2014
PSCU July 2013 - June 2014
UL April 2013 - May 2013
Universal Health Care January 2012 - March 2013
Serve.com, by American Express January 2011 - December 2011
University of South Florida May 2010 - December 2011
Suncoast Solutions April 2010 - January 2011
University of South Florida August 2008 - April 2010
Raymond James Financial Inc. March 2006 - August 2008
Skills
.NET, C#, Microsoft SQL Server, ASP.NET, WCF, SQL, JavaScript, Visual Studio, Web Services, XML, Software Development, ASP.NET MVC, jQuery, SDLC, SharePoint, VB.NET, Data Warehousing, Agile Methodologies, TFS, CSS, HTML 5, T-SQL, SSIS, PL/SQL, Scrum, IIS, Access, Web Applications, AJAX, Oracle, Visual Basic, Sitecore
Education
University of South Florida 2010 — 2011
Master of Science, Information Systems
University of South Florida 2008 — 2010
Bachelor of Science, Information Technology, General Business
Hillsborough Community College 2006 — 2007
AS, Computer Programming and Applications
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company June 2014 - December 2014
PSCU July 2013 - June 2014
UL April 2013 - May 2013
Universal Health Care January 2012 - March 2013
Serve.com, by American Express January 2011 - December 2011
University of South Florida May 2010 - December 2011
Suncoast Solutions April 2010 - January 2011
University of South Florida August 2008 - April 2010
Raymond James Financial Inc. March 2006 - August 2008
Skills
.NET, C#, Microsoft SQL Server, ASP.NET, WCF, SQL, JavaScript, Visual Studio, Web Services, XML, Software Development, ASP.NET MVC, jQuery, SDLC, SharePoint, VB.NET, Data Warehousing, Agile Methodologies, TFS, CSS, HTML 5, T-SQL, SSIS, PL/SQL, Scrum, IIS, Access, Web Applications, AJAX, Oracle, Visual Basic, Sitecore
Education
University of South Florida 2010 — 2011
Master of Science, Information Systems
University of South Florida 2008 — 2010
Bachelor of Science, Information Technology, General Business
Hillsborough Community College 2006 — 2007
AS, Computer Programming and Applications
Olga Gaskins, PA-C's Raymond James Financial Inc. Experience March 2008 - August 2010
Job DERMATOLOGY PAC at UPMC Dermatology Department
Industry Medical Practice
Experience
UPMC Department of Dermatology July 2014 - Present
Peachford Hospital February 2011 - December 2011
Raymond James Financial Inc. March 2008 - August 2010
Skills
Medicine, Skin biopsies,..., Proper scrubbing..., Phlebotomy,Incision and..., Time Management, PowerPoint, Microsoft Excel, Healthcare, Microsoft Word, Treatment, Data Entry, Public Speaking, Hospitals, Customer Service, Strategic Planning
Education
University of Pittsburgh 2012 — 2013
Master's degree, Physician Assistant
Valdosta State University 2004 — 2007
Bachelor of Science (B.S.), Psychology
UPMC Department of Dermatology July 2014 - Present
Peachford Hospital February 2011 - December 2011
Raymond James Financial Inc. March 2008 - August 2010
Skills
Medicine, Skin biopsies,..., Proper scrubbing..., Phlebotomy,Incision and..., Time Management, PowerPoint, Microsoft Excel, Healthcare, Microsoft Word, Treatment, Data Entry, Public Speaking, Hospitals, Customer Service, Strategic Planning
Education
University of Pittsburgh 2012 — 2013
Master's degree, Physician Assistant
Valdosta State University 2004 — 2007
Bachelor of Science (B.S.), Psychology
Chas Betz Chas Betz's Raymond James Financial Inc. Experience June 2012 - July 2012
Job Sales Representative at Relay Networks, Inc.
Industry Marketing and Advertising
Experience
Relay Networks, Inc. October 2014 - Present
CBX June 2013 - August 2013
CliftonLarsonAllen October 2012 - December 2012
Raymond James Financial Inc. June 2012 - July 2012
Minnetonka Country Club May 2011 - August 2011
Skills
Customer Service, Microsoft Office, Team Leadership, Idea Generation, Sales, Social Media Marketing, Strategic Thinking, Advertising, PowerPoint, Public Speaking, Teamwork, Account Management, Social Media, Management, Marketing
Education
University of Northwestern - St. Paul 2010 — 2014
Bachelor's Degree, Marketing, GPA 3.49
Relay Networks, Inc. October 2014 - Present
CBX June 2013 - August 2013
CliftonLarsonAllen October 2012 - December 2012
Raymond James Financial Inc. June 2012 - July 2012
Minnetonka Country Club May 2011 - August 2011
Skills
Customer Service, Microsoft Office, Team Leadership, Idea Generation, Sales, Social Media Marketing, Strategic Thinking, Advertising, PowerPoint, Public Speaking, Teamwork, Account Management, Social Media, Management, Marketing
Education
University of Northwestern - St. Paul 2010 — 2014
Bachelor's Degree, Marketing, GPA 3.49
Jason Carter Jason Carter's Raymond James Financial Inc. Experience May 2013 - May 2014
Job Senior SQL Developer / DBA
Industry Telecommunications
Experience
eFront September 2014 - Present
Raymond James Financial Inc. May 2013 - May 2014
VOCALCOM USA & Canada January 2013 - May 2013
One Touch Direct May 2009 - December 2012
iMobileMinutes.com March 2011 - March 2012
Professional Teleservices, Inc September 2008 - April 2009
Point Enterprise March 2006 - August 2008
Modelithics 2004 - 2006
Skills
ASP.NET, VB.NET, SQL Server, C#, SQL, Software Development, PHP, Visual Studio, JavaScript, jQuery, MySQL, .NET, AJAX, IIS, Application Development, Architecture, Databases, Active Directory, Web Applications, Integration, T-SQL, Business Intelligence, Cloud Computing, Database Administration, Software Project..., HTML, CSS, Android, Amazon Web Services, EC2, Microsoft SQL Server, Amazon Web Services..., Networking, HTML 5, Servers, Web Services, Agile Methodologies, Database Design, SDLC, SSRS
Education
University of South Florida 2005 — 2010
eFront September 2014 - Present
Raymond James Financial Inc. May 2013 - May 2014
VOCALCOM USA & Canada January 2013 - May 2013
One Touch Direct May 2009 - December 2012
iMobileMinutes.com March 2011 - March 2012
Professional Teleservices, Inc September 2008 - April 2009
Point Enterprise March 2006 - August 2008
Modelithics 2004 - 2006
Skills
ASP.NET, VB.NET, SQL Server, C#, SQL, Software Development, PHP, Visual Studio, JavaScript, jQuery, MySQL, .NET, AJAX, IIS, Application Development, Architecture, Databases, Active Directory, Web Applications, Integration, T-SQL, Business Intelligence, Cloud Computing, Database Administration, Software Project..., HTML, CSS, Android, Amazon Web Services, EC2, Microsoft SQL Server, Amazon Web Services..., Networking, HTML 5, Servers, Web Services, Agile Methodologies, Database Design, SDLC, SSRS
Education
University of South Florida 2005 — 2010
Alexandra Harris's Raymond James Financial Inc. Experience January 2013 - September 2014
Job Sr. Communications Specialist at TGI Fridays
Industry Public Relations and Communications
Experience
TGI Fridays September 2014 - Present
Raymond James Financial Inc. January 2013 - September 2014
Raymond James Financial Inc. March 2011 - December 2012
Moffitt Cancer Center August 2010 - January 2011
Bloomin' Brands, Inc. January 2010 - April 2010
Tampa Alcohol Coalition August 2009 - December 2009
Moffitt Cancer Center June 2009 - December 2009
Skills
Writing, Electronic Newsletters, Editing, Photoshop, Microsoft Office, Intranet, Strategic Communications, Event Planning, Strategic Planning, Financial Sector, Hospitality, Public Relations, Newsletters, Nonprofits, Blogging, Social Media, Management, Internal Communications, Event Management, Press Releases, Corporate Communications, Community Outreach, Financial Services, InDesign, Marketing, AP Style, Leadership, Social Media Marketing, Community Development, Crisis Communications, Marketing Communications
Education
University of South Florida 2006 — 2010
B.A, Mass Communications (Public Relations)
TGI Fridays September 2014 - Present
Raymond James Financial Inc. January 2013 - September 2014
Raymond James Financial Inc. March 2011 - December 2012
Moffitt Cancer Center August 2010 - January 2011
Bloomin' Brands, Inc. January 2010 - April 2010
Tampa Alcohol Coalition August 2009 - December 2009
Moffitt Cancer Center June 2009 - December 2009
Skills
Writing, Electronic Newsletters, Editing, Photoshop, Microsoft Office, Intranet, Strategic Communications, Event Planning, Strategic Planning, Financial Sector, Hospitality, Public Relations, Newsletters, Nonprofits, Blogging, Social Media, Management, Internal Communications, Event Management, Press Releases, Corporate Communications, Community Outreach, Financial Services, InDesign, Marketing, AP Style, Leadership, Social Media Marketing, Community Development, Crisis Communications, Marketing Communications
Education
University of South Florida 2006 — 2010
B.A, Mass Communications (Public Relations)
Phil Collier, AWMA®'s Raymond James Financial Inc. Experience December 2014 - Present
Job Relationship Manager, Product Partner Relations at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. January 2014 - December 2014
Raymond James Financial Inc. January 2012 - January 2014
Raymond James Financial Inc. August 2011 - January 2012
Raymond James Financial Inc. January 2010 - August 2011
Bank of America October 2006 - January 2009
Verizon Wireless March 2006 - October 2006
Alltel Wireless October 2003 - March 2006
Skills
ETFs, Closed-end Funds, Investments, Portfolio Management, Financial Analysis, Financial Planning, Social Networking, Financial Markets, Public Speaking, Sales&Marketing, Mutual Funds, Investment Management, Financial Advisory, Finance, Series 7, Asset Allocation, Wealth Management, Securities, Investment Strategies, Retirement Planning, Investment Advisory, Asset Management, Sales, Financial Services, Bloomberg, Relationship Management, Risk Management, Analysis, Research, Capital Markets, Equities, Alternative Investments, Strategic Financial..., Retirement, Fixed Income, Stocks, Wealth Management..., Due Diligence, Retail Banking, Leadership, Team Building, Microsoft Office, Management
Education
University of South Florida
Bachelor of Science, Finance
Gibbs High School
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. January 2014 - December 2014
Raymond James Financial Inc. January 2012 - January 2014
Raymond James Financial Inc. August 2011 - January 2012
Raymond James Financial Inc. January 2010 - August 2011
Bank of America October 2006 - January 2009
Verizon Wireless March 2006 - October 2006
Alltel Wireless October 2003 - March 2006
Skills
ETFs, Closed-end Funds, Investments, Portfolio Management, Financial Analysis, Financial Planning, Social Networking, Financial Markets, Public Speaking, Sales&Marketing, Mutual Funds, Investment Management, Financial Advisory, Finance, Series 7, Asset Allocation, Wealth Management, Securities, Investment Strategies, Retirement Planning, Investment Advisory, Asset Management, Sales, Financial Services, Bloomberg, Relationship Management, Risk Management, Analysis, Research, Capital Markets, Equities, Alternative Investments, Strategic Financial..., Retirement, Fixed Income, Stocks, Wealth Management..., Due Diligence, Retail Banking, Leadership, Team Building, Microsoft Office, Management
Education
University of South Florida
Bachelor of Science, Finance
Gibbs High School
Stefanie Daley Stefanie Daley's Raymond James Financial Inc. Experience June 2012 - Present
Job Forms Administrator at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. June 2012 - Present
Jazzercise, Inc. 2005 - Present
Coordinated Child Care of Pinellas, Inc. 2010 - June 2012
Coordinated Child Care of Pinellas, Inc. 2008 - 2010
Insurance Managment Solutions Group, Inc. 1999 - 2002
Skills
SQL Administration, Cognos, ASP.NET, Visual Basic, Excel, Access, Outlook, PowerPoint, Trend Micro, Xerox Elixir, Xerox PARIS, Adobe Pagemaker, Adobe Livecycle, Adobe Professional, HP Exstream
Education
University of South Florida
Bachelors of Arts, Experimental Psychology (Research)
Raymond James Financial Inc. June 2012 - Present
Jazzercise, Inc. 2005 - Present
Coordinated Child Care of Pinellas, Inc. 2010 - June 2012
Coordinated Child Care of Pinellas, Inc. 2008 - 2010
Insurance Managment Solutions Group, Inc. 1999 - 2002
Skills
SQL Administration, Cognos, ASP.NET, Visual Basic, Excel, Access, Outlook, PowerPoint, Trend Micro, Xerox Elixir, Xerox PARIS, Adobe Pagemaker, Adobe Livecycle, Adobe Professional, HP Exstream
Education
University of South Florida
Bachelors of Arts, Experimental Psychology (Research)
Matthew Pellegrino Matthew Pellegrino's Raymond James Financial Inc. Experience July 2014 - Present
Job Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2014 - Present
Independence Blue Cross June 2013 - August 2013
Penn Presbyterian Medical Center 2012 - 2013
Skills
Microsoft Word, PowerPoint, Microsoft Office, Research, Microsoft Excel
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Health & Societies
Raymond James Financial Inc. July 2014 - Present
Independence Blue Cross June 2013 - August 2013
Penn Presbyterian Medical Center 2012 - 2013
Skills
Microsoft Word, PowerPoint, Microsoft Office, Research, Microsoft Excel
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Health & Societies
Kristin Chenault Kristin Chenault's Raymond James Financial Inc. Experience August 2015 - Present
Job Practice Management Specialist at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. December 2014 - August 2015
Raymond James Financial Inc. March 2013 - December 2014
Southwest Airlines August 2012 - December 2012
LCG Capital April 2012 - July 2012
University of South Florida Athletics: Marketing Department January 2012 - May 2012
Just Right T-Shirts 2006 - 2009
Skills
Event Management, Press Releases, PowerPoint, Social Media, Budgets, Event Planning, Market Research, Microsoft Word, Facebook, Brand Management, Financial Analysis, Microsoft Excel, Research, Account Management, Determination, Marketing Strategy, Marketing Communications, Organization, Trend Analysis
Education
University of South Florida 2015 — 2018
Master of Business Administration (M.B.A.)
University of South Florida 2008 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. December 2014 - August 2015
Raymond James Financial Inc. March 2013 - December 2014
Southwest Airlines August 2012 - December 2012
LCG Capital April 2012 - July 2012
University of South Florida Athletics: Marketing Department January 2012 - May 2012
Just Right T-Shirts 2006 - 2009
Skills
Event Management, Press Releases, PowerPoint, Social Media, Budgets, Event Planning, Market Research, Microsoft Word, Facebook, Brand Management, Financial Analysis, Microsoft Excel, Research, Account Management, Determination, Marketing Strategy, Marketing Communications, Organization, Trend Analysis
Education
University of South Florida 2015 — 2018
Master of Business Administration (M.B.A.)
University of South Florida 2008 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Don Waechter Don Waechter's Raymond James Financial Inc. Experience January 1981 - June 1992
Job Managing Partner, Health Compliance Partners, LLC HIPAA Compliance Experts
Industry Computer & Network Security
Experience
Health Compliance Partners, LLC May 2012 - Present
Seurity Compliance Associates August 2011 - April 2012
Advanced Systems October 2008 - August 2011
Financial Services June 1992 - October 2008
Raymond James Financial Inc. January 1981 - June 1992
Skills
Security Risk Analysis, HIPAA Compliance, Business Continuity..., Disaster Recovery, Incident Response, Information Security, IT Risk Management, Meaningful Use, Business Associates..., Protected Health..., Risk Assessment, Vulnerability Assessment, Healthcare Information..., Penetration Testing, HITECH Compliance, Policies and Procedures, Healthcare Policies and..., EHR, HIPAA, Security Risk, Healthcare, Health Insurance, Informatics, Policy, SaaS, Management, Leadership, Mergers & Acquisitions, EMR, Analysis, Business Development, Team Building, Physicians, Risk Management, Insurance, Performance Improvement, Medical Billing, Medicine, Software Documentation, Managed Care, Physician Relations, Radiology, Information Technology, Revenue Cycle, Program Management, Revenue Cycle Management, Healthcare Industry, Healthcare Management, Executive Management, Hospitals
Education
University of South Florida 1976 — 1977
Bachelor's degree, Accounting
Health Compliance Partners, LLC May 2012 - Present
Seurity Compliance Associates August 2011 - April 2012
Advanced Systems October 2008 - August 2011
Financial Services June 1992 - October 2008
Raymond James Financial Inc. January 1981 - June 1992
Skills
Security Risk Analysis, HIPAA Compliance, Business Continuity..., Disaster Recovery, Incident Response, Information Security, IT Risk Management, Meaningful Use, Business Associates..., Protected Health..., Risk Assessment, Vulnerability Assessment, Healthcare Information..., Penetration Testing, HITECH Compliance, Policies and Procedures, Healthcare Policies and..., EHR, HIPAA, Security Risk, Healthcare, Health Insurance, Informatics, Policy, SaaS, Management, Leadership, Mergers & Acquisitions, EMR, Analysis, Business Development, Team Building, Physicians, Risk Management, Insurance, Performance Improvement, Medical Billing, Medicine, Software Documentation, Managed Care, Physician Relations, Radiology, Information Technology, Revenue Cycle, Program Management, Revenue Cycle Management, Healthcare Industry, Healthcare Management, Executive Management, Hospitals
Education
University of South Florida 1976 — 1977
Bachelor's degree, Accounting
Noah Brunell's Raymond James Financial Inc. Experience July 2012 - July 2013
Job Associate at BNP Paribas
Industry Financial Services
Experience
BNP Paribas February 2015 - Present
BNP Paribas August 2013 - February 2015
Raymond James Financial Inc. July 2012 - July 2013
Emerald City Productions January 2011 - May 2012
BAE Systems May 2011 - August 2011
Netter Center May 2010 - August 2010
Massachusetts State Senate May 2009 - August 2009
Skills
Financial Modeling, Due Diligence, Finance, PowerPoint, Salesforce.com, Capital IQ, Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Emerging Markets, Fixed Income, Institutional Sales, Financial Markets
Education
University of Pennsylvania 2009 — 2012
BA, Politics, Philosophy and Economics
Newton North High School 2004 — 2008
BNP Paribas February 2015 - Present
BNP Paribas August 2013 - February 2015
Raymond James Financial Inc. July 2012 - July 2013
Emerald City Productions January 2011 - May 2012
BAE Systems May 2011 - August 2011
Netter Center May 2010 - August 2010
Massachusetts State Senate May 2009 - August 2009
Skills
Financial Modeling, Due Diligence, Finance, PowerPoint, Salesforce.com, Capital IQ, Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Emerging Markets, Fixed Income, Institutional Sales, Financial Markets
Education
University of Pennsylvania 2009 — 2012
BA, Politics, Philosophy and Economics
Newton North High School 2004 — 2008
Julie Cutler Veltman, CFA Julie Cutler Veltman, CFA's Raymond James Financial Inc. Experience January 2012 - June 2014
Job Infrastructure Strategy Principal at Salesforce
Industry Financial Services
Experience
Salesforce March 2015 - Present
Raymond James Financial Inc. January 2012 - June 2014
Cohen & Company February 2006 - January 2012
Merrill Lynch 2003 - 2006
Skills
Asset Management, Trading, Hedge Funds, ABS, Alternative Investments, Portfolio Management, Investments, Securitization, Derivatives, CDO, Bloomberg, Bonds, Structured Products, Capital Markets, Financial Analysis, Structured Finance, Fixed Income, MBS, Credit Derivatives, Financial Structuring, Financial Modeling, Credit, Valuation, Management
Education
University of Pennsylvania 2000 — 2003
Bachelor of Science, Finance
Stuyvesant High School
Salesforce March 2015 - Present
Raymond James Financial Inc. January 2012 - June 2014
Cohen & Company February 2006 - January 2012
Merrill Lynch 2003 - 2006
Skills
Asset Management, Trading, Hedge Funds, ABS, Alternative Investments, Portfolio Management, Investments, Securitization, Derivatives, CDO, Bloomberg, Bonds, Structured Products, Capital Markets, Financial Analysis, Structured Finance, Fixed Income, MBS, Credit Derivatives, Financial Structuring, Financial Modeling, Credit, Valuation, Management
Education
University of Pennsylvania 2000 — 2003
Bachelor of Science, Finance
Stuyvesant High School
Rohan Alahakoon Rohan Alahakoon's Raymond James Financial Inc. Experience 2014 - 2014
Job Software Consultant
Industry Computer Software
Experience
Berthel Fisher & Company Financial Services, Inc. May 2013 - August 2014
Raymond James Financial Inc. 2014 - 2014
Raymond James Financial Inc. 2014 - 2014
Source Allies Inc. October 2011 - May 2013
Farmers Mutual Hail Insurance November 2011 - April 2013
GCommerce Inc. August 2010 - January 2012
Apollo Group August 2007 - January 2010
Navantis March 2005 - January 2007
Virtusa 2003 - 2005
Skills
TFS, C#, ASP.NET, WCF, ADO.NET, Web Services, T-SQL, Visual Studio, XML, VB.NET, Microsoft SQL Server, Silverlight, LINQ, .NET, Agile Methodologies, JavaScript, Software Development, Scrum, SOAP, Subversion, AJAX, SQL, SSRS, XSLT, NUnit, Eclipse, VSS, Windows Azure
Education
University of Peradeniya 1999 — 2003
Bsc, Enginering in Computer Science
Berthel Fisher & Company Financial Services, Inc. May 2013 - August 2014
Raymond James Financial Inc. 2014 - 2014
Raymond James Financial Inc. 2014 - 2014
Source Allies Inc. October 2011 - May 2013
Farmers Mutual Hail Insurance November 2011 - April 2013
GCommerce Inc. August 2010 - January 2012
Apollo Group August 2007 - January 2010
Navantis March 2005 - January 2007
Virtusa 2003 - 2005
Skills
TFS, C#, ASP.NET, WCF, ADO.NET, Web Services, T-SQL, Visual Studio, XML, VB.NET, Microsoft SQL Server, Silverlight, LINQ, .NET, Agile Methodologies, JavaScript, Software Development, Scrum, SOAP, Subversion, AJAX, SQL, SSRS, XSLT, NUnit, Eclipse, VSS, Windows Azure
Education
University of Peradeniya 1999 — 2003
Bsc, Enginering in Computer Science
Gordon Phillips Gordon Phillips's Raymond James Financial Inc. Experience June 2014 - August 2014
Job MBA Candidate at The Wharton School
Industry Hospital & Health Care
Experience
The Wharton School August 2013 - Present
Raymond James Financial Inc. June 2014 - August 2014
CVS Caremark Corporation September 2011 - June 2013
Monitor Group September 2008 - August 2011
Freddie Mac May 2007 - August 2007
Federal Reserve Board May 2006 - August 2006
Skills
Financial Modeling, Data Analysis, Operations, Product Development, Healthcare Management, Strategy, Program Management, Team Leadership
Education
Wharton Business School 2013 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Williams College 2004 — 2008
B.A., Math, Economics
Thomas Jefferson High School for Science and Technology 2000 — 2004
The Wharton School August 2013 - Present
Raymond James Financial Inc. June 2014 - August 2014
CVS Caremark Corporation September 2011 - June 2013
Monitor Group September 2008 - August 2011
Freddie Mac May 2007 - August 2007
Federal Reserve Board May 2006 - August 2006
Skills
Financial Modeling, Data Analysis, Operations, Product Development, Healthcare Management, Strategy, Program Management, Team Leadership
Education
Wharton Business School 2013 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Williams College 2004 — 2008
B.A., Math, Economics
Thomas Jefferson High School for Science and Technology 2000 — 2004
Frank W. Armitage Frank W. Armitage's Raymond James Financial Inc. Experience June 2005 - October 2007
Job Sr. Branch Examiner at INVEST Financial Corporation
Industry Financial Services
Experience
INVEST Financial Corporation August 2012 - Present
Invest Financial June 2011 - September 2012
JW Cole Financial, Inc. January 2010 - May 2011
JW Cole Financial, Inc. August 2009 - January 2010
Lincoln Financial Group October 2007 - March 2009
Raymond James Financial Inc. June 2005 - October 2007
Raymond James Financial Inc. June 2002 - July 2005
Skills
Investment Advisory, Insurance, Series 7, Securities, Financial Advisory, Mutual Funds, Series 24, FINRA, Series 65, Business Development, Recruiting, Relationship Management, Retirement Planning, Financial Services, Financial Planning, Series 63, Finance, Retirement, Fixed Annuities
Education
University of South Florida 1991 — 1994
Bachelor, Finance
INVEST Financial Corporation August 2012 - Present
Invest Financial June 2011 - September 2012
JW Cole Financial, Inc. January 2010 - May 2011
JW Cole Financial, Inc. August 2009 - January 2010
Lincoln Financial Group October 2007 - March 2009
Raymond James Financial Inc. June 2005 - October 2007
Raymond James Financial Inc. June 2002 - July 2005
Skills
Investment Advisory, Insurance, Series 7, Securities, Financial Advisory, Mutual Funds, Series 24, FINRA, Series 65, Business Development, Recruiting, Relationship Management, Retirement Planning, Financial Services, Financial Planning, Series 63, Finance, Retirement, Fixed Annuities
Education
University of South Florida 1991 — 1994
Bachelor, Finance
Rick Albritton Rick Albritton's Raymond James Financial Inc. Experience March 2012 - March 2012
Job Proven Direct Hire Technical Recruiter
Industry Staffing and Recruiting
Experience
Kelly IT November 2014 - Present
DISYS April 2013 - November 2014
Robert Half Technology March 2012 - March 2013
Raymond James Financial Inc. March 2012 - March 2012
Kforce Technology Staffing August 2010 - February 2012
Kforce Professional Staffing July 2008 - August 2010
Kforce December 2006 - June 2008
Skills
Hiring, Cold Calling, Customer Relations, Excel, Microsoft Office, Microsoft Excel, Recruiting, Team Building, Interviews, Sales, Project Management, Customer Service, SDLC, Technical Recruiting, Talent Management, Screening, Recruitment Advertising, Process Improvement, Benefits Negotiation, Applicant Tracking..., Internet Recruiting, Temporary Placement, Permanent Placement, Time Management, Leadership, Negotiation, Account Management, Onboarding, Boolean Searching, New Business Development, Marketing, Contract Recruitment, Social Networking, Human Resources, IT Recruitment, Employee Relations, Staffing Services, Coaching, SharePoint, Team Leadership, Management, Talent Acquisition, Executive Search, Staff Augmentation, Contract Negotiation, Sales Management, Temporary Staffing, Outlook, Screening Resumes, Sourcing
Education
University of South Florida 2001 — 2006
BS, Business Management
Kelly IT November 2014 - Present
DISYS April 2013 - November 2014
Robert Half Technology March 2012 - March 2013
Raymond James Financial Inc. March 2012 - March 2012
Kforce Technology Staffing August 2010 - February 2012
Kforce Professional Staffing July 2008 - August 2010
Kforce December 2006 - June 2008
Skills
Hiring, Cold Calling, Customer Relations, Excel, Microsoft Office, Microsoft Excel, Recruiting, Team Building, Interviews, Sales, Project Management, Customer Service, SDLC, Technical Recruiting, Talent Management, Screening, Recruitment Advertising, Process Improvement, Benefits Negotiation, Applicant Tracking..., Internet Recruiting, Temporary Placement, Permanent Placement, Time Management, Leadership, Negotiation, Account Management, Onboarding, Boolean Searching, New Business Development, Marketing, Contract Recruitment, Social Networking, Human Resources, IT Recruitment, Employee Relations, Staffing Services, Coaching, SharePoint, Team Leadership, Management, Talent Acquisition, Executive Search, Staff Augmentation, Contract Negotiation, Sales Management, Temporary Staffing, Outlook, Screening Resumes, Sourcing
Education
University of South Florida 2001 — 2006
BS, Business Management
Rohan Murthy Rohan Murthy's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Investment Banking Analyst at GCA Savvian
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - August 2013
The Wharton School May 2012 - June 2013
University of Michigan Medical School July 2012 - August 2012
University of Michigan Medical School May 2011 - August 2011
Skills
Data Analysis, R, Valuation, Research, Financial Modeling, Microsoft Word, Corporate Finance, Investment Banking
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BS, Economics; Finance
University of Pennsylvania 2010 — 2014
BA, Biology
Huron High School 2006 — 2010
Raymond James Financial Inc. June 2013 - August 2013
The Wharton School May 2012 - June 2013
University of Michigan Medical School July 2012 - August 2012
University of Michigan Medical School May 2011 - August 2011
Skills
Data Analysis, R, Valuation, Research, Financial Modeling, Microsoft Word, Corporate Finance, Investment Banking
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BS, Economics; Finance
University of Pennsylvania 2010 — 2014
BA, Biology
Huron High School 2006 — 2010
Alberto Simon's Raymond James Financial Inc. Experience May 2005 - November 2006
Job Cofounder and Head of Product at Payability
Industry Marketing and Advertising
Experience
Payability January 2013 - Present
GroupUp April 2014 - Present
AOL July 2012 - August 2013
Adknowledge December 2010 - July 2012
Inuvo, Inc. October 2009 - December 2010
Inuvo, Inc. October 2007 - October 2009
Inuvo October 2007 - May 2008
Bunch and Associates October 2006 - October 2007
Raymond James Financial Inc. May 2005 - November 2006
Skills
User Experience, Agile, Business Analysis, Documentation, Scrum, Quality Analysis, Requirements..., Product Management, Requirements Analysis, Testing, Advertising, SQL, SEO, Team Leadership, Online Marketing, SQL Server, E-commerce, Product Marketing, Analytics, PPC, XML, Online Advertising, Customer Relations, Email Marketing, Requirements Gathering, Mobile, MySQL, Requirement..., Agile Methodologies, Microsoft SQL Server, Software Documentation, Mobile Applications, Mobile Devices, Project Management, Management, Customer Service, Web Analytics, Leadership, Mobile Marketing, SEM
Education
University of South Florida 2000 — 2005
Bachelor's, Management Information Systems
Payability January 2013 - Present
GroupUp April 2014 - Present
AOL July 2012 - August 2013
Adknowledge December 2010 - July 2012
Inuvo, Inc. October 2009 - December 2010
Inuvo, Inc. October 2007 - October 2009
Inuvo October 2007 - May 2008
Bunch and Associates October 2006 - October 2007
Raymond James Financial Inc. May 2005 - November 2006
Skills
User Experience, Agile, Business Analysis, Documentation, Scrum, Quality Analysis, Requirements..., Product Management, Requirements Analysis, Testing, Advertising, SQL, SEO, Team Leadership, Online Marketing, SQL Server, E-commerce, Product Marketing, Analytics, PPC, XML, Online Advertising, Customer Relations, Email Marketing, Requirements Gathering, Mobile, MySQL, Requirement..., Agile Methodologies, Microsoft SQL Server, Software Documentation, Mobile Applications, Mobile Devices, Project Management, Management, Customer Service, Web Analytics, Leadership, Mobile Marketing, SEM
Education
University of South Florida 2000 — 2005
Bachelor's, Management Information Systems
Nadim Bou Zeidan Nadim Bou Zeidan's Raymond James Financial Inc. Experience June 2010 - January 2015
Job Developer at MIDFLORIDA Credit Union
Industry Financial Services
Experience
MIDFLORIDA Credit Union January 2015 - Present
Raymond James Financial Inc. June 2010 - January 2015
Skills
C#, HTML, PHP, C++, JavaScript, jQuery, Java, Bash, Photoshop, Linux, Unix, Mac, Microsoft SQL Server, MySQL, PgSQL, .NET, Illustrator, User Experience, Backend Development, IIS, Software Development, ANSI C, CUDA, Visual Studio, TFS, VB.NET, Business Analysis, Testing, ASP.NET, Web Applications, Databases, Web Services, SQL, AJAX, WinForms, CSS, SDLC, Object Oriented Design
Education
University of South Florida 2012 — 2014
Master of Science in Computer Engineering
University of South Florida 2008 — 2012
Bachelor's degree in Computer Science
MIDFLORIDA Credit Union January 2015 - Present
Raymond James Financial Inc. June 2010 - January 2015
Skills
C#, HTML, PHP, C++, JavaScript, jQuery, Java, Bash, Photoshop, Linux, Unix, Mac, Microsoft SQL Server, MySQL, PgSQL, .NET, Illustrator, User Experience, Backend Development, IIS, Software Development, ANSI C, CUDA, Visual Studio, TFS, VB.NET, Business Analysis, Testing, ASP.NET, Web Applications, Databases, Web Services, SQL, AJAX, WinForms, CSS, SDLC, Object Oriented Design
Education
University of South Florida 2012 — 2014
Master of Science in Computer Engineering
University of South Florida 2008 — 2012
Bachelor's degree in Computer Science
Anthony Giaccone Anthony Giaccone's Raymond James Financial Inc. Experience January 2010 - June 2010
Job Experienced Data Manager & Social Media Maven
Industry Market Research
Experience
Facebook January 2014 - May 2014
Barclays November 2013 - December 2013
Brixmor May 2013 - June 2013
Microsoft March 2012 - July 2012
Bloomberg January 2012 - February 2012
Sungard Trading System November 2010 - December 2010
Raymond James Financial Inc. January 2010 - June 2010
Skills
Marketing, Microsoft Office, Market Research, Microsoft Excel, Social Media, Finance, Financial Analysis, Competitive Analysis, PowerPoint, Research, Analysis, Data Analysis, Social Networking, Management, Microsoft Word, Facebook, Networking, Bloomberg Terminal, Social Media Blogging
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science, Business Administration, FinanceCore, 3.52
Ocean Township High School 2002 — 2006
Facebook January 2014 - May 2014
Barclays November 2013 - December 2013
Brixmor May 2013 - June 2013
Microsoft March 2012 - July 2012
Bloomberg January 2012 - February 2012
Sungard Trading System November 2010 - December 2010
Raymond James Financial Inc. January 2010 - June 2010
Skills
Marketing, Microsoft Office, Market Research, Microsoft Excel, Social Media, Finance, Financial Analysis, Competitive Analysis, PowerPoint, Research, Analysis, Data Analysis, Social Networking, Management, Microsoft Word, Facebook, Networking, Bloomberg Terminal, Social Media Blogging
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science, Business Administration, FinanceCore, 3.52
Ocean Township High School 2002 — 2006
Bobby Colon, CAIA Bobby Colon, CAIA's Raymond James Financial Inc. Experience September 2013 - Present
Job Director, Product Partner Relations PCG Investment Products
Industry Financial Services
Experience
Raymond James Financial Inc. September 2013 - Present
Raymond James Financial Inc. September 2010 - September 2013
Raymond James Financial Inc. June 2009 - September 2010
Raymond James Financial Inc. June 2007 - June 2009
Raymond James Financial Inc. May 2006 - June 2007
SunTrust Bank December 2005 - May 2006
Skills
Securities, Portfolio Management, Series 7, Investments, Mutual Funds, Alternative Investments, Series 63, Wealth Management, Bloomberg, Derivatives, Structured Products, Financial Advisory, Hedging, Asset Allocation, Investment Advisory, Hedge Funds, Strategic Financial..., Private Equity, Financial Services, Options, Bloomberg Terminal, High Net Worth..., Financial Analysis, Equities, Trading, Equity Research, Finance, Investment Management, Capital Markets, Financial Markets, Fund Of Funds, Equity Derivatives, Equity Trading, Venture Capital, Due Diligence, Relationship Management, Commodity, Investment Strategies, Fixed Income, Investment Banking, Asset Management, ETFs, FINRA, Bonds, Financial Structuring, Uniform Combined State..., Valuation, Financial Modeling, Retirement Planning
Education
University of Florida - Hough Graduate School Of Business 2009 — 2010
Master of Business Administration (MBA)
University of South Florida 2002 — 2006
Bachelor of Science, Finance
Raymond James Financial Inc. September 2013 - Present
Raymond James Financial Inc. September 2010 - September 2013
Raymond James Financial Inc. June 2009 - September 2010
Raymond James Financial Inc. June 2007 - June 2009
Raymond James Financial Inc. May 2006 - June 2007
SunTrust Bank December 2005 - May 2006
Skills
Securities, Portfolio Management, Series 7, Investments, Mutual Funds, Alternative Investments, Series 63, Wealth Management, Bloomberg, Derivatives, Structured Products, Financial Advisory, Hedging, Asset Allocation, Investment Advisory, Hedge Funds, Strategic Financial..., Private Equity, Financial Services, Options, Bloomberg Terminal, High Net Worth..., Financial Analysis, Equities, Trading, Equity Research, Finance, Investment Management, Capital Markets, Financial Markets, Fund Of Funds, Equity Derivatives, Equity Trading, Venture Capital, Due Diligence, Relationship Management, Commodity, Investment Strategies, Fixed Income, Investment Banking, Asset Management, ETFs, FINRA, Bonds, Financial Structuring, Uniform Combined State..., Valuation, Financial Modeling, Retirement Planning
Education
University of Florida - Hough Graduate School Of Business 2009 — 2010
Master of Business Administration (MBA)
University of South Florida 2002 — 2006
Bachelor of Science, Finance
Sarah Daly's Raymond James Financial Inc. Experience December 2011 - August 2014
Job Acquisitions Underwriting Associate at Carter Validus
Industry Commercial Real Estate
Experience
Carter Validus August 2014 - Present
Raymond James Financial Inc. December 2011 - August 2014
Thomas Household February 2009 - December 2011
Agility HR Group May 2011 - August 2011
Bay to Gulf Holdings, LLC January 2011 - May 2011
Hollister Co. September 2007 - January 2009
Skills
Finance, Banking, Microsoft Excel, Analysis, Financial Analysis, Credit, Credit Analysis, Budgets, Real Estate, Microsoft Word, Accounting, Portfolio Management, Commercial Lending, Credit Risk, Financial Reporting, Outlook, Retail Banking, Acquisitions, Healthcare Real Estate, Data Center Operations, Commercial Real Estate, Capital Improvement
Education
University of South Florida 2013 — 2015
Master of Business Administration (MBA), Finance, 3.94 GPA
University of South Florida 2008 — 2011
Bachelor of Science, Finance
H.B. Plant High School 2004 — 2008
5.2 GPA
Carter Validus August 2014 - Present
Raymond James Financial Inc. December 2011 - August 2014
Thomas Household February 2009 - December 2011
Agility HR Group May 2011 - August 2011
Bay to Gulf Holdings, LLC January 2011 - May 2011
Hollister Co. September 2007 - January 2009
Skills
Finance, Banking, Microsoft Excel, Analysis, Financial Analysis, Credit, Credit Analysis, Budgets, Real Estate, Microsoft Word, Accounting, Portfolio Management, Commercial Lending, Credit Risk, Financial Reporting, Outlook, Retail Banking, Acquisitions, Healthcare Real Estate, Data Center Operations, Commercial Real Estate, Capital Improvement
Education
University of South Florida 2013 — 2015
Master of Business Administration (MBA), Finance, 3.94 GPA
University of South Florida 2008 — 2011
Bachelor of Science, Finance
H.B. Plant High School 2004 — 2008
5.2 GPA
Amer Ali Amer Ali's Raymond James Financial Inc. Experience January 2014 - Present
Job Project Coordinator
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James Financial Inc. January 2011 - December 2013
PwC March 2010 - January 2011
Skills
Equities, Insurance, Securities, Investments, Risk Management, Finance, Accounting, Cost Basis Reporting, Trend Analysis, Quality Auditing, User Acceptance Testing, Technical Analysis, Regression Testing, Regression Analysis, Business Analysis, Process Improvement, Financial Analysis, Analysis, Auditing, Account Reconciliation, Asset Allocation, Financial Services, Financial Statements, Internal Controls, Microsoft Excel, Microsoft Office, Mutual Funds, PowerPoint, Budgets, Marketing, Customer Service, Leadership
Education
University of South Florida 2004 — 2008
Dual Bachelor of Science (B.S.), Finance and Marketing
Raymond James Financial Inc. January 2014 - Present
Raymond James Financial Inc. January 2011 - December 2013
PwC March 2010 - January 2011
Skills
Equities, Insurance, Securities, Investments, Risk Management, Finance, Accounting, Cost Basis Reporting, Trend Analysis, Quality Auditing, User Acceptance Testing, Technical Analysis, Regression Testing, Regression Analysis, Business Analysis, Process Improvement, Financial Analysis, Analysis, Auditing, Account Reconciliation, Asset Allocation, Financial Services, Financial Statements, Internal Controls, Microsoft Excel, Microsoft Office, Mutual Funds, PowerPoint, Budgets, Marketing, Customer Service, Leadership
Education
University of South Florida 2004 — 2008
Dual Bachelor of Science (B.S.), Finance and Marketing
Justin Steffen Justin Steffen's Raymond James Financial Inc. Experience July 2012 - January 2013
Job Mobile engineer
Industry Computer Software
Experience
Cookbrite May 2014 - April 2015
General Assemb.ly October 2013 - July 2014
Cardinal Solutions January 2013 - January 2014
Raymond James Financial Inc. July 2012 - January 2013
American Express 2012 - August 2012
Progress Energy December 2005 - March 2012
S&S Electric April 2004 - September 2005
Dallas 1 August 2002 - April 2004
Skills
Product Management, Program Management, User Experience, Usability, Application Lifecycle..., Project Portfolio..., Business Relationship..., Software Engineering, Object Oriented Design, Financial Modeling, Business Case, Business Case..., Team Leadership, ASP.NET, WCF, SQL, SQL Server, Oracle, jQuery, C#, VB.NET, ADO.NET, JavaScript, CSS, Advanced CSS, SOAP, XML, XSD, LINQ, CMMI, Agile, JSON, UML, Web Applications, Web Services, AJAX, Requirements Analysis, Business Analysis, Requirements Gathering, Microsoft SQL Server, Agile Methodologies, SOA, Software Development, Business Intelligence, Integration, ASP, Web Development, T-SQL, Architectures, TFS
Education
The CodePath
University of South Florida - College of Business Administration
B.S., Management Information Systems
Cookbrite May 2014 - April 2015
General Assemb.ly October 2013 - July 2014
Cardinal Solutions January 2013 - January 2014
Raymond James Financial Inc. July 2012 - January 2013
American Express 2012 - August 2012
Progress Energy December 2005 - March 2012
S&S Electric April 2004 - September 2005
Dallas 1 August 2002 - April 2004
Skills
Product Management, Program Management, User Experience, Usability, Application Lifecycle..., Project Portfolio..., Business Relationship..., Software Engineering, Object Oriented Design, Financial Modeling, Business Case, Business Case..., Team Leadership, ASP.NET, WCF, SQL, SQL Server, Oracle, jQuery, C#, VB.NET, ADO.NET, JavaScript, CSS, Advanced CSS, SOAP, XML, XSD, LINQ, CMMI, Agile, JSON, UML, Web Applications, Web Services, AJAX, Requirements Analysis, Business Analysis, Requirements Gathering, Microsoft SQL Server, Agile Methodologies, SOA, Software Development, Business Intelligence, Integration, ASP, Web Development, T-SQL, Architectures, TFS
Education
The CodePath
University of South Florida - College of Business Administration
B.S., Management Information Systems
Emma Kindell's Raymond James Financial Inc. Experience September 2014 - Present
Job Associate Communications Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Kforce February 2014 - September 2014
Kforce Inc. July 2010 - February 2014
University of South Florida, Centre Gallery April 2009 - May 2010
Public Relations Student Society of America May 2008 - April 2009
Chipotle Mexican Grill April 2008 - December 2008
Busch Gardens: Anheuser Busch Entertainment May 2008 - September 2008
Moffitt Cancer Center February 2008 - June 2008
Skills
Blogging, Newsletters, Adobe Creative Suite, Marketing, Public Relations, InDesign, Media Relations, Microsoft Office, Press Releases, Internal Communications, Editing, Fundraising, Illustrator, Event Planning, Event Management, Social Media, SharePoint, Corporate Communications, Photoshop, Social Networking, Social Media Marketing, Video Editing
Education
University of South Florida 2006 — 2010
Bachelor of Arts
Raymond James Financial Inc. September 2014 - Present
Kforce February 2014 - September 2014
Kforce Inc. July 2010 - February 2014
University of South Florida, Centre Gallery April 2009 - May 2010
Public Relations Student Society of America May 2008 - April 2009
Chipotle Mexican Grill April 2008 - December 2008
Busch Gardens: Anheuser Busch Entertainment May 2008 - September 2008
Moffitt Cancer Center February 2008 - June 2008
Skills
Blogging, Newsletters, Adobe Creative Suite, Marketing, Public Relations, InDesign, Media Relations, Microsoft Office, Press Releases, Internal Communications, Editing, Fundraising, Illustrator, Event Planning, Event Management, Social Media, SharePoint, Corporate Communications, Photoshop, Social Networking, Social Media Marketing, Video Editing
Education
University of South Florida 2006 — 2010
Bachelor of Arts
Charles Arnold's Raymond James Financial Inc. Experience November 2011 - July 2012
Job Brokerage General Agent (BGA) Liaison
Industry Financial Services
Experience
The Leaders Group March 2013 - Present
Raymond James Financial Inc. November 2011 - July 2012
Pacer Financial - Chicago Based Territory ( IN / IL / WI ) February 2008 - September 2011
Pacer Financial - Paoli, PA June 2007 - February 2008
Providence Equity Partners - London, England June 2006 - August 2006
Tallinn Commercial College - Tallinn, Estonia June 2005 - August 2005
T&T Contracting - Dover, Delaware June 2004 - August 2004
Skills
External Sales, Sales, Marketing, Series 7, Series 24, Series 65, Series 51, Series 63, Wholesaling, Wholesale Sales, Territory Development, Territory Management, Territory..., Proficient Communicator, Prospecting Skills, Public Speaking, Delivering Results, Persistence, Driving Results, Following Up, Variable Products, Securities, New Business Development, Marketing Strategy, Variable Life, ETFs, ETNs, Variable Annuities, Mutual Funds, Alternative Investments, Investments, Direct Mail Campaigns, Wealth Management, 401k, Investment Strategies, Financial Analysis, Asset Allocation, Investment Management, Client Prospecting, Prospecting New Clients, Financial Modeling, Sales Force Development, Prospecting for New..., Wealth Accumulation..., Investment Advisory, Model Portfolios, Marketing Management, Proficient in Microsoft..., Microsoft Excel, PowerPoint
Education
University of Notre Dame 2003 — 2007
Bachelors, Finance / Economics
The Leaders Group March 2013 - Present
Raymond James Financial Inc. November 2011 - July 2012
Pacer Financial - Chicago Based Territory ( IN / IL / WI ) February 2008 - September 2011
Pacer Financial - Paoli, PA June 2007 - February 2008
Providence Equity Partners - London, England June 2006 - August 2006
Tallinn Commercial College - Tallinn, Estonia June 2005 - August 2005
T&T Contracting - Dover, Delaware June 2004 - August 2004
Skills
External Sales, Sales, Marketing, Series 7, Series 24, Series 65, Series 51, Series 63, Wholesaling, Wholesale Sales, Territory Development, Territory Management, Territory..., Proficient Communicator, Prospecting Skills, Public Speaking, Delivering Results, Persistence, Driving Results, Following Up, Variable Products, Securities, New Business Development, Marketing Strategy, Variable Life, ETFs, ETNs, Variable Annuities, Mutual Funds, Alternative Investments, Investments, Direct Mail Campaigns, Wealth Management, 401k, Investment Strategies, Financial Analysis, Asset Allocation, Investment Management, Client Prospecting, Prospecting New Clients, Financial Modeling, Sales Force Development, Prospecting for New..., Wealth Accumulation..., Investment Advisory, Model Portfolios, Marketing Management, Proficient in Microsoft..., Microsoft Excel, PowerPoint
Education
University of Notre Dame 2003 — 2007
Bachelors, Finance / Economics
Adam Gaudreau Adam Gaudreau's Raymond James Financial Inc. Experience April 2012 - November 2013
Job AVP Senior Auditor at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2015 - Present
Logan Circle Partners November 2013 - April 2015
Raymond James Financial Inc. April 2012 - November 2013
Raymond James & Associates, Inc December 2010 - April 2012
Raymond James & Associates, Inc October 2008 - December 2010
Skills
Securities, Mutual Funds, Asset Management, Investments, Series 7, Wealth Management, Financial Services, Series 63, Fixed Annuities, Strategic Financial..., Retirement Planning, Series 24, Alternative Investments, Investment Advisory, 401k, Investment Management, Investment Strategies, Uniform Combined State..., Finance, ETFs, Asset Allocation, Financial Modeling, Series 65, Sales
Education
University of South Florida 2001 — 2006
BA, Criminology
JPMorgan Chase & Co. April 2015 - Present
Logan Circle Partners November 2013 - April 2015
Raymond James Financial Inc. April 2012 - November 2013
Raymond James & Associates, Inc December 2010 - April 2012
Raymond James & Associates, Inc October 2008 - December 2010
Skills
Securities, Mutual Funds, Asset Management, Investments, Series 7, Wealth Management, Financial Services, Series 63, Fixed Annuities, Strategic Financial..., Retirement Planning, Series 24, Alternative Investments, Investment Advisory, 401k, Investment Management, Investment Strategies, Uniform Combined State..., Finance, ETFs, Asset Allocation, Financial Modeling, Series 65, Sales
Education
University of South Florida 2001 — 2006
BA, Criminology
Paola Fuentes, MBA's Raymond James Financial Inc. Experience August 2005 - August 2008
Job Business Relationship Manager, JPMorgan Chase Bank
Industry Banking
Experience
JPMorgan Chase Bank February 2010 - Present
NSHMBA February 2010 - Present
Media General (CENTRO Tampa / The Tampa Tribune) February 2007 - June 2014
Raymond James Financial Inc. August 2005 - August 2008
Galeria Visage, Inc. October 1996 - May 2004
Education
University of South Florida - College of Business Administration 2008 — 2009
MBA
University of South Florida - College of Business Administration 2004 — 2006
Bachelor of Science (BS)
JPMorgan Chase Bank February 2010 - Present
NSHMBA February 2010 - Present
Media General (CENTRO Tampa / The Tampa Tribune) February 2007 - June 2014
Raymond James Financial Inc. August 2005 - August 2008
Galeria Visage, Inc. October 1996 - May 2004
Education
University of South Florida - College of Business Administration 2008 — 2009
MBA
University of South Florida - College of Business Administration 2004 — 2006
Bachelor of Science (BS)
Kathy Kayton's Raymond James Financial Inc. Experience October 2011 - August 2012
Job Senior Manager, Sunera
Industry Information Technology and Services
Experience
Sunera LLC April 2015 - Present
Blue Cross Blue Shield of Louisiana September 2012 - March 2015
Raymond James Financial Inc. October 2011 - August 2012
Blue Cross Blue Shield of Louisiana September 2010 - October 2011
First Advantage Corporation March 2006 - March 2010
SYKES Enterprises, Incorporated November 2005 - March 2006
CP Ships / KPMG November 2004 - November 2005
Skills
Visio, Business Process..., Governance, SDLC, Risk Management, IT Audit, Management, Sarbanes-Oxley Act, Software Documentation, Analysis, Internal Audit, Risk Assessment, Auditing, Business Process, IT Management, IT Operations, Program Management, Quality Assurance, Information Technology, Information Security, MS Project, Project Management, PCI DSS, Financial Reporting, Change Management, Internal Controls, CRM, Enterprise Risk..., Project Planning, Requirements Gathering, Affordable Care Act, Agile Methodologies, Agile Project Management, Agile & Waterfall..., Records Management, Information Management, Process Improvement, Business Analysis
Education
University of South Florida
Bachelors, Business Communications
Villanova University
Pursuing Masters certificate, Project Management
Sunera LLC April 2015 - Present
Blue Cross Blue Shield of Louisiana September 2012 - March 2015
Raymond James Financial Inc. October 2011 - August 2012
Blue Cross Blue Shield of Louisiana September 2010 - October 2011
First Advantage Corporation March 2006 - March 2010
SYKES Enterprises, Incorporated November 2005 - March 2006
CP Ships / KPMG November 2004 - November 2005
Skills
Visio, Business Process..., Governance, SDLC, Risk Management, IT Audit, Management, Sarbanes-Oxley Act, Software Documentation, Analysis, Internal Audit, Risk Assessment, Auditing, Business Process, IT Management, IT Operations, Program Management, Quality Assurance, Information Technology, Information Security, MS Project, Project Management, PCI DSS, Financial Reporting, Change Management, Internal Controls, CRM, Enterprise Risk..., Project Planning, Requirements Gathering, Affordable Care Act, Agile Methodologies, Agile Project Management, Agile & Waterfall..., Records Management, Information Management, Process Improvement, Business Analysis
Education
University of South Florida
Bachelors, Business Communications
Villanova University
Pursuing Masters certificate, Project Management
Paige Stewart's Raymond James Financial Inc. Experience May 2007 - September 2007
Job Information Professional
Industry Libraries
Experience
UBC Education Library August 2014 - December 2014
Martin County Public Library July 2014 - July 2014
Verity Credit Union February 2012 - May 2013
University of Puget Sound May 2008 - September 2010
Gig Harbor High School Speech & Debate Team, September 2006 - December 2009
University of Puget Sound September 2007 - December 2007
Raymond James Financial Inc. May 2007 - September 2007
Becky Fossum Golf June 2006 - July 2006
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Statistics, Event Planning, Research, Public Speaking, Blogging, Social Networking, RefWorks, Library Science, Library Instruction, Integrated Library..., Marketing Strategy, Library Reference, Libraries, Information Literacy
Education
University of British Columbia 2013 — 2015
Master of Library & Information Science (MLIS)
University of Puget Sound 2006 — 2011
BA, International Political Economy & Business (Minor), Magna Cum Laude
UBC Education Library August 2014 - December 2014
Martin County Public Library July 2014 - July 2014
Verity Credit Union February 2012 - May 2013
University of Puget Sound May 2008 - September 2010
Gig Harbor High School Speech & Debate Team, September 2006 - December 2009
University of Puget Sound September 2007 - December 2007
Raymond James Financial Inc. May 2007 - September 2007
Becky Fossum Golf June 2006 - July 2006
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Statistics, Event Planning, Research, Public Speaking, Blogging, Social Networking, RefWorks, Library Science, Library Instruction, Integrated Library..., Marketing Strategy, Library Reference, Libraries, Information Literacy
Education
University of British Columbia 2013 — 2015
Master of Library & Information Science (MLIS)
University of Puget Sound 2006 — 2011
BA, International Political Economy & Business (Minor), Magna Cum Laude
Kevin Picard Kevin Picard's Raymond James Financial Inc. Experience July 2014 - Present
Job Branch Operations Manager Trainee at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial Inc. October 2012 - May 2014
Raymond James Financial Inc. January 2010 - October 2012
Raymond James Financial Inc. March 2005 - January 2010
Skills
Analysis, Securities, Finance, Accounting, Mutual Funds, Data Analysis, Series 7, Series 9, Series 10, Series 66, Tax, Account Reconciliation, Microsoft Office, Process Improvement, Equities, Investments, Research, Financial Analysis, Microsoft Excel, Banking, Exceeding Expectations, Organizational..., Tax Forms, Validation, Financial Statements, Corporate Actions, Collaboration, Internal Revenue Code, Software Implementation, Withholding, Work Ethic, FINRA, Enrichment, Tactical Communications
Education
Argosy University Sarasota 2009 — 2011
Master of Business Administration (MBA), International Finance
University of South Florida-St. Petersburg Campus 2004 — 2009
Bachelor of Science (BS), Accounting
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial Inc. October 2012 - May 2014
Raymond James Financial Inc. January 2010 - October 2012
Raymond James Financial Inc. March 2005 - January 2010
Skills
Analysis, Securities, Finance, Accounting, Mutual Funds, Data Analysis, Series 7, Series 9, Series 10, Series 66, Tax, Account Reconciliation, Microsoft Office, Process Improvement, Equities, Investments, Research, Financial Analysis, Microsoft Excel, Banking, Exceeding Expectations, Organizational..., Tax Forms, Validation, Financial Statements, Corporate Actions, Collaboration, Internal Revenue Code, Software Implementation, Withholding, Work Ethic, FINRA, Enrichment, Tactical Communications
Education
Argosy University Sarasota 2009 — 2011
Master of Business Administration (MBA), International Finance
University of South Florida-St. Petersburg Campus 2004 — 2009
Bachelor of Science (BS), Accounting
Dylan Primrose Dylan Primrose's Raymond James Financial Inc. Experience July 2013 - September 2013
Job Real Estate Analyst at Oakley
Industry Retail
Experience
Oakley May 2015 - Present
Oakley August 2014 - May 2015
Raymond James Financial Inc. July 2013 - September 2013
Athleisure, Inc. dba: Sun Diego Boardshops September 2011 - January 2012
Skills
Sales, PowerPoint, Time Management, Facebook, Teamwork, Social Networking, Microsoft Excel, Market Research, Access, Microsoft Office, Microsoft Word, Financial Analysis, Research, Social Media, Financial Reporting
Education
University of San Diego 2010 — 2014
BBA Finance, Finance, General
University of San Diego 2010 — 2014
Oakley May 2015 - Present
Oakley August 2014 - May 2015
Raymond James Financial Inc. July 2013 - September 2013
Athleisure, Inc. dba: Sun Diego Boardshops September 2011 - January 2012
Skills
Sales, PowerPoint, Time Management, Facebook, Teamwork, Social Networking, Microsoft Excel, Market Research, Access, Microsoft Office, Microsoft Word, Financial Analysis, Research, Social Media, Financial Reporting
Education
University of San Diego 2010 — 2014
BBA Finance, Finance, General
University of San Diego 2010 — 2014
Drew Alli Senesac's Raymond James Financial Inc. Experience September 2012 - December 2012
Job Brand Insights Analyst at Lowes Foods
Industry Marketing and Advertising
Experience
Lowes Foods July 2015 - Present
HSN April 2015 - June 2015
HSN November 2013 - June 2015
HSN May 2013 - November 2013
HSN January 2013 - April 2013
University of South Florida NSAC August 2012 - April 2013
Raymond James Financial Inc. September 2012 - December 2012
USF American Marketing Association (AMA) August 2012 - December 2012
Bisk Education January 2012 - May 2012
Skills
Social Media, Event Planning, Marketing Research, Microsoft Excel, Leadership, Blogging, Marketing Management, Data Analysis, Competitive Analysis, Photoshop, Strategy, Teamwork, Management, HTML, Mentoring, Team Leadership, Qualitative Research, Marketing, SPSS, Advertising, Survey Design
Education
University of South Florida 2009 — 2013
Bachelor of Science (B.S.), Business Advertising
Lowes Foods July 2015 - Present
HSN April 2015 - June 2015
HSN November 2013 - June 2015
HSN May 2013 - November 2013
HSN January 2013 - April 2013
University of South Florida NSAC August 2012 - April 2013
Raymond James Financial Inc. September 2012 - December 2012
USF American Marketing Association (AMA) August 2012 - December 2012
Bisk Education January 2012 - May 2012
Skills
Social Media, Event Planning, Marketing Research, Microsoft Excel, Leadership, Blogging, Marketing Management, Data Analysis, Competitive Analysis, Photoshop, Strategy, Teamwork, Management, HTML, Mentoring, Team Leadership, Qualitative Research, Marketing, SPSS, Advertising, Survey Design
Education
University of South Florida 2009 — 2013
Bachelor of Science (B.S.), Business Advertising
Dione-nicole Gavitt Dione-nicole Gavitt's Raymond James Financial Inc. Experience 2013 - Present
Job Corporate Recruiter at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2013 - Present
Raymond James Financial Inc. June 2012 - December 2013
Raymond James Financial Inc. November 2010 - June 2012
Macy's August 2003 - June 2009
United States Air Force February 1999 - December 2002
Skills
Account Management, Access, Security, Team Leadership, Business Analysis, Training, Management, Time Management, Troubleshooting, Inventory Management, Analysis, New Hire Orientations, Employee Relations, Customer Satisfaction, Human Resources, Onboarding, Policy, Vendor Management, Leadership, Strategic Planning, Sales, Team Building, Applicant Tracking..., Process Improvement, Microsoft Office, Customer Service
Education
University of Phoenix 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Raymond James Financial Inc. 2013 - Present
Raymond James Financial Inc. June 2012 - December 2013
Raymond James Financial Inc. November 2010 - June 2012
Macy's August 2003 - June 2009
United States Air Force February 1999 - December 2002
Skills
Account Management, Access, Security, Team Leadership, Business Analysis, Training, Management, Time Management, Troubleshooting, Inventory Management, Analysis, New Hire Orientations, Employee Relations, Customer Satisfaction, Human Resources, Onboarding, Policy, Vendor Management, Leadership, Strategic Planning, Sales, Team Building, Applicant Tracking..., Process Improvement, Microsoft Office, Customer Service
Education
University of Phoenix 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Jesse Oldfield Jesse Oldfield's Raymond James Financial Inc. Experience 2012 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2012 - Present
Skills
Investments, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Analysis, Mutual Funds, Financial Services, Insurance, Risk Management
Education
University of Oregon 2003 — 2007
Bachelor of Science (B.S.), Geography
Raymond James Financial Inc. 2012 - Present
Skills
Investments, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Analysis, Mutual Funds, Financial Services, Insurance, Risk Management
Education
University of Oregon 2003 — 2007
Bachelor of Science (B.S.), Geography
Dennis Leonida Dennis Leonida's Raymond James Financial Inc. Experience January 1999 - Present
Job President and Registered Investment Advisor Representative at Capital Financial Group, Inc.
Industry Financial Services
Experience
Capital Financial Group, Inc, An Independant Registered Investment Advisor January 1992 - Present
Raymond James Financial Inc. January 1999 - Present
Skills
Investments, Strategic Financial..., Retirement Planning, Strategic Planning, Business Planning, Accounting, Life Insurance, Fixed Annuities, Finance, Portfolio Management, Wealth Management, Investment Properties, Estate Planning, Financial Services, Retirement, Fixed Income, Customer Service, Financial Reporting, Employee Benefits, Financial Modeling, IRAs, Risk Management, Securities, Insurance
Education
University of Northern Colorado 1971 — 1976
Bachelor of Science (BS), Education
Capital Financial Group, Inc, An Independant Registered Investment Advisor January 1992 - Present
Raymond James Financial Inc. January 1999 - Present
Skills
Investments, Strategic Financial..., Retirement Planning, Strategic Planning, Business Planning, Accounting, Life Insurance, Fixed Annuities, Finance, Portfolio Management, Wealth Management, Investment Properties, Estate Planning, Financial Services, Retirement, Fixed Income, Customer Service, Financial Reporting, Employee Benefits, Financial Modeling, IRAs, Risk Management, Securities, Insurance
Education
University of Northern Colorado 1971 — 1976
Bachelor of Science (BS), Education
Adam Mazzei's Raymond James Financial Inc. Experience December 2004 - October 2005
Job Controller at Maney & Gordon, P.A.
Industry Accounting
Experience
Maney & Gordon, P.A. December 2014 - Present
ARMs Length Business Services January 2014 - Present
DEX Imaging December 2010 - December 2013
Hannah Bartoletta Homes October 2005 - October 2010
Raymond James Financial Inc. December 2004 - October 2005
PwC March 2002 - December 2004
PwC March 1999 - March 2002
MetLife January 1997 - March 1999
Raymond James Financial Inc. September 1995 - January 1997
Skills
Internal Controls, Financial Reporting, Financial Analysis, Forecasting, Accounting, QuickBooks, Microsoft Excel, Budget, Microsoft Office, Tax, Contract Negotiation, Budgets, Accounts Payable, Customer Service, General Ledger, Playgrounds, Finance, Project Planning, Cash Flow, Mathematics, Auditing, GAAP, Strategic Financial..., Sarbanes-Oxley Act, Crown, Accounts Receivable, Urology, Training, Process Improvement, Nuts, Snakes, Laser Hair Removal, Account Reconciliation, SEC filings, Variance Analysis, US GAAP, Pigs, Financial Accounting, Palmistry, Payroll, Yogurt, Fast Food
Education
University of South Florida 1990 — 1995
B.S.
Seminole High School 1986 — 1990
Maney & Gordon, P.A. December 2014 - Present
ARMs Length Business Services January 2014 - Present
DEX Imaging December 2010 - December 2013
Hannah Bartoletta Homes October 2005 - October 2010
Raymond James Financial Inc. December 2004 - October 2005
PwC March 2002 - December 2004
PwC March 1999 - March 2002
MetLife January 1997 - March 1999
Raymond James Financial Inc. September 1995 - January 1997
Skills
Internal Controls, Financial Reporting, Financial Analysis, Forecasting, Accounting, QuickBooks, Microsoft Excel, Budget, Microsoft Office, Tax, Contract Negotiation, Budgets, Accounts Payable, Customer Service, General Ledger, Playgrounds, Finance, Project Planning, Cash Flow, Mathematics, Auditing, GAAP, Strategic Financial..., Sarbanes-Oxley Act, Crown, Accounts Receivable, Urology, Training, Process Improvement, Nuts, Snakes, Laser Hair Removal, Account Reconciliation, SEC filings, Variance Analysis, US GAAP, Pigs, Financial Accounting, Palmistry, Payroll, Yogurt, Fast Food
Education
University of South Florida 1990 — 1995
B.S.
Seminole High School 1986 — 1990
Fausto Gonzalez Fausto Gonzalez's Raymond James Financial Inc. Experience January 2013 - March 2014
Job Senior Data Warehouse Specialist at Tampa General Hospital
Industry Hospital & Health Care
Experience
Tampa General Hospital January 2015 - Present
Tampa General Hospital March 2014 - December 2014
Raymond James Financial Inc. January 2013 - March 2014
Moffitt Cancer Center May 2011 - January 2013
Moffitt Cancer Center May 2008 - May 2011
Moffitt Cancer Center October 2005 - May 2008
Moffitt Cancer Center 2001 - October 2005
Skills
Business Intelligence, Data Warehousing, SQL, Data Modeling, Healthcare Information..., Business Analysis, SSRS, Microsoft SQL Server, Customer Service, OLAP, SSIS, Database Design, SDLC, SharePoint, Data Management, EHR, Healthcare, Oracle Business..., Microsoft SQL Server..., Microsoft Sharepoint..., Oracle, XML, QlikView, SQL Server 2012, Visual Studio 2012, Team Foundation Server..., Powershell
Education
University of Tampa
Master of Business Administration (MBA), Information Systems
University of South Florida
Bachelor of Science (BS), Management Information Systems
University of South Florida
Bachelor’s Degree, Biology/Biological Sciences, General
Tampa General Hospital January 2015 - Present
Tampa General Hospital March 2014 - December 2014
Raymond James Financial Inc. January 2013 - March 2014
Moffitt Cancer Center May 2011 - January 2013
Moffitt Cancer Center May 2008 - May 2011
Moffitt Cancer Center October 2005 - May 2008
Moffitt Cancer Center 2001 - October 2005
Skills
Business Intelligence, Data Warehousing, SQL, Data Modeling, Healthcare Information..., Business Analysis, SSRS, Microsoft SQL Server, Customer Service, OLAP, SSIS, Database Design, SDLC, SharePoint, Data Management, EHR, Healthcare, Oracle Business..., Microsoft SQL Server..., Microsoft Sharepoint..., Oracle, XML, QlikView, SQL Server 2012, Visual Studio 2012, Team Foundation Server..., Powershell
Education
University of Tampa
Master of Business Administration (MBA), Information Systems
University of South Florida
Bachelor of Science (BS), Management Information Systems
University of South Florida
Bachelor’s Degree, Biology/Biological Sciences, General
Dan Wendle Dan Wendle's Raymond James Financial Inc. Experience Acquisitions Director, West RegionNational Equity Fund, Inc.1999 - 2011
Job Vice President, Director of Acquisitions, West Region at Raymond James Tax Credit Fund
Industry Financial Services
Experience
Raymond James Financial Inc. Acquisitions Director, West RegionNational Equity Fund, Inc.1999 - 2011
National Equity Fund, Inc. 1999 - 2011
Education
University of Oregon
Raymond James Financial Inc. Acquisitions Director, West RegionNational Equity Fund, Inc.1999 - 2011
National Equity Fund, Inc. 1999 - 2011
Education
University of Oregon
Blair Stokley Blair Stokley's Raymond James Financial Inc. Experience June 2014 - April 2015
Job Marketing and Event Planning Experience in Baltimore, Maryland Area
Industry Food & Beverages
Experience
T. Rowe Price July 2015 - Present
Raymond James Financial Inc. June 2014 - April 2015
R.A. Jeffreys January 2012 - January 2014
Dennis G. Stokley Insurance Agency August 2002 - 2014
R.A. Jeffreys May 2009 - January 2012
My Yoga 2 Go August 2008 - May 2009
Skills
Marketing, Leadership, Event Planning, Customer Service, Management, Microsoft Office, Account Management, Highly detail oriented, Adobe Creative Suite, Microsoft Office Suite, Time Management, Event Management, Multi Tasking, High Organizational..., Strategic Planning, Operating Budgets, Communication
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science, Business Administration and Marketing, 3.5
T. Rowe Price July 2015 - Present
Raymond James Financial Inc. June 2014 - April 2015
R.A. Jeffreys January 2012 - January 2014
Dennis G. Stokley Insurance Agency August 2002 - 2014
R.A. Jeffreys May 2009 - January 2012
My Yoga 2 Go August 2008 - May 2009
Skills
Marketing, Leadership, Event Planning, Customer Service, Management, Microsoft Office, Account Management, Highly detail oriented, Adobe Creative Suite, Microsoft Office Suite, Time Management, Event Management, Multi Tasking, High Organizational..., Strategic Planning, Operating Budgets, Communication
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science, Business Administration and Marketing, 3.5
Nolene LaNeve Nolene LaNeve's Raymond James Financial Inc. Experience January 2009 - July 2013
Job Premier Field Engineer, Lync//Skype for Business, Microsoft Services (MCT, MCITP)
Industry Information Technology and Services
Experience
Microsoft July 2013 - Present
Raymond James Financial Inc. January 2009 - July 2013
AVI-SPL June 2005 - December 2008
Skills
Blackberry, Unified Communications, iPhone, Blackberry Enterprise..., iOS, Telecommunications, Mobile Technology, Mobile Devices, Lync, Active Directory, Video Conferencing, Mobile Device Management, iPad, Citrix, Microsoft Exchange, Wireless, Android, Lync Server 2010, Windows 7, DNS, IIS, Servers, Windows, System Deployment, Product Management, Windows Server, SharePoint, Disaster Recovery, Integration, Architecture, Cisco Technologies, Visio, Technical Training, Troubleshooting, Cloud Computing, VMware, Telephony, Microsoft Technologies, Powershell, Architectures, TCP/IP
Education
University of Port Elizabeth 1997 — 1998
Bachelors, Biokinetics
Collegiate High School 1992 — 1996
High School
Microsoft July 2013 - Present
Raymond James Financial Inc. January 2009 - July 2013
AVI-SPL June 2005 - December 2008
Skills
Blackberry, Unified Communications, iPhone, Blackberry Enterprise..., iOS, Telecommunications, Mobile Technology, Mobile Devices, Lync, Active Directory, Video Conferencing, Mobile Device Management, iPad, Citrix, Microsoft Exchange, Wireless, Android, Lync Server 2010, Windows 7, DNS, IIS, Servers, Windows, System Deployment, Product Management, Windows Server, SharePoint, Disaster Recovery, Integration, Architecture, Cisco Technologies, Visio, Technical Training, Troubleshooting, Cloud Computing, VMware, Telephony, Microsoft Technologies, Powershell, Architectures, TCP/IP
Education
University of Port Elizabeth 1997 — 1998
Bachelors, Biokinetics
Collegiate High School 1992 — 1996
High School
Dwight Edwards CRPS®, CRPC®'s Raymond James Financial Inc. Experience 2003 - 2006
Job Regional Vice President Nonqualified Plans at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Principal Financial Group February 2006 - January 2014
Raymond James Financial Inc. 2003 - 2006
Raymond James Financial Inc. 1999 - 2003
Morgan Stanley Dean Witter 1998 - 1999
Merrill Lynch August 1996 - November 1997
United States Air Force May 1990 - January 1995
Skills
401k, Deferred Compensation, Defined Benefit, Pensions, Series 63, Mutual Funds, Series 7, Profit Sharing, Employee Benefits, ESOP, Plan Design, Annuities, Series 66
Education
University of South Florida - College of Business Administration 1995 — 1997
Bachelor's degree, Finance and Financial Management Services
Principal Financial Group January 2014 - Present
Principal Financial Group February 2006 - January 2014
Raymond James Financial Inc. 2003 - 2006
Raymond James Financial Inc. 1999 - 2003
Morgan Stanley Dean Witter 1998 - 1999
Merrill Lynch August 1996 - November 1997
United States Air Force May 1990 - January 1995
Skills
401k, Deferred Compensation, Defined Benefit, Pensions, Series 63, Mutual Funds, Series 7, Profit Sharing, Employee Benefits, ESOP, Plan Design, Annuities, Series 66
Education
University of South Florida - College of Business Administration 1995 — 1997
Bachelor's degree, Finance and Financial Management Services
Yessenia Ciprian Yessenia Ciprian's Raymond James Financial Inc. Experience May 2012 - May 2013
Job Risk Assurance Associate at PwC
Industry Accounting
Experience
PwC June 2013 - Present
Raymond James Financial Inc. May 2012 - May 2013
University of South Florida January 2010 - May 2012
Florida Blue June 2011 - August 2011
Hunt & Restina CPAs PA September 2008 - January 2009
Skills
Bilingual, Microsoft Excel, Access, Auditing, Accounting, Microsoft Office
Education
University of South Florida 2009 — 2013
Bachelor of Sciences, Accounting, Accounting
PwC June 2013 - Present
Raymond James Financial Inc. May 2012 - May 2013
University of South Florida January 2010 - May 2012
Florida Blue June 2011 - August 2011
Hunt & Restina CPAs PA September 2008 - January 2009
Skills
Bilingual, Microsoft Excel, Access, Auditing, Accounting, Microsoft Office
Education
University of South Florida 2009 — 2013
Bachelor of Sciences, Accounting, Accounting
Chris Posey's Raymond James Financial Inc. Experience May 1999 - June 2003
Job Supervisor, Technical Support Services
Industry Government Relations
Experience
Columbus Consolidated Government November 2009 - Present
Carrington College November 2009 - Present
Columbus Consolidated Government June 2003 - November 2009
Raymond James Financial Inc. May 1999 - June 2003
Skills
Technical Support, Software Installation, Troubleshooting, Networking, Hardware, Windows Vista, Customer Service, Government, Microsoft Office, Access, Active Directory, Windows 7, Computer Hardware, Help Desk Support, Windows, Lotus Notes, Network Administration, A+ Certified, System Administration, Servers, CompTIA, CompTIA A+ Certification, LAN-WAN, Windows Server, Visual Basic, Windows XP, Microsoft Certified..., Laptops, VMware, Server Administration, Data Entry, Microsoft Exchange, Databases, Programming, Remote Desktop, Antivirus, Lean Six Sigma
Education
University of Phoenix
Master's degree, Information Systems
Columbus Consolidated Government November 2009 - Present
Carrington College November 2009 - Present
Columbus Consolidated Government June 2003 - November 2009
Raymond James Financial Inc. May 1999 - June 2003
Skills
Technical Support, Software Installation, Troubleshooting, Networking, Hardware, Windows Vista, Customer Service, Government, Microsoft Office, Access, Active Directory, Windows 7, Computer Hardware, Help Desk Support, Windows, Lotus Notes, Network Administration, A+ Certified, System Administration, Servers, CompTIA, CompTIA A+ Certification, LAN-WAN, Windows Server, Visual Basic, Windows XP, Microsoft Certified..., Laptops, VMware, Server Administration, Data Entry, Microsoft Exchange, Databases, Programming, Remote Desktop, Antivirus, Lean Six Sigma
Education
University of Phoenix
Master's degree, Information Systems
Richard A. Cantore Richard A. Cantore's Raymond James Financial Inc. Experience September 2011 - May 2013
Job Assistant Property Manager at Vail Resorts
Industry Financial Services
Experience
Vail Resorts June 2014 - Present
Vail Resorts- Keystone Resort January 2014 - June 2014
Planet Aid, Inc November 2013 - January 2014
RAC Sales June 2013 - November 2013
Willow Springs Golf Course May 2010 - November 2013
The Melting Pot Restaurants September 2012 - May 2013
Raymond James Financial Inc. September 2011 - May 2013
NASDAQ OMX December 2011 - January 2012
NASDAQ OMX May 2011 - January 2012
Columbia Association January 2007 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Event Planning, Social Networking, Customer Service, Facebook, Social Media Marketing, Event Management, Advertising, Public Speaking, Program Management, Public Relations, Blogging, Photoshop, InDesign, Java, Real Estate, Enterprise Architecture, Leadership, Copywriting, Teamwork, Research, Time Management, Microsoft Word, Marketing
Education
University of North Carolina at Wilmington 2009 — 2013
Business, Finance, Marketing
River Hill High School
Vail Resorts June 2014 - Present
Vail Resorts- Keystone Resort January 2014 - June 2014
Planet Aid, Inc November 2013 - January 2014
RAC Sales June 2013 - November 2013
Willow Springs Golf Course May 2010 - November 2013
The Melting Pot Restaurants September 2012 - May 2013
Raymond James Financial Inc. September 2011 - May 2013
NASDAQ OMX December 2011 - January 2012
NASDAQ OMX May 2011 - January 2012
Columbia Association January 2007 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Event Planning, Social Networking, Customer Service, Facebook, Social Media Marketing, Event Management, Advertising, Public Speaking, Program Management, Public Relations, Blogging, Photoshop, InDesign, Java, Real Estate, Enterprise Architecture, Leadership, Copywriting, Teamwork, Research, Time Management, Microsoft Word, Marketing
Education
University of North Carolina at Wilmington 2009 — 2013
Business, Finance, Marketing
River Hill High School
Leigh Freijo Leigh Freijo's Raymond James Financial Inc. Experience November 2012 - Present
Job Manager, Database Administration at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. November 2012 - Present
Raymond James & Associates, Inc September 2011 - November 2012
Raymond James & Associates, Inc January 2006 - September 2011
Raymond James & Associates, Inc August 2004 - January 2006
Walgreens April 1982 - December 2001
Skills
Troubleshooting, SQL Tuning, T-SQL, SSIS, SQL, SQL Server, Database Administration, Databases, Performance Tuning, Database Management, High Availability, Stored Procedures, Microsoft SQL Server, Replication, Database Admin, Relational Databases, Analysis, Cluster, DTS, Data Architecture, Data Integration, Data Migration, Database Security, Following Instructions, OLTP, Powershell, SQL Server Management..., Systems Analysis, SDLC
Education
University of South Florida
Bachelor of Science, Business Administration; Management Information Systems
Raymond James Financial Inc. November 2012 - Present
Raymond James & Associates, Inc September 2011 - November 2012
Raymond James & Associates, Inc January 2006 - September 2011
Raymond James & Associates, Inc August 2004 - January 2006
Walgreens April 1982 - December 2001
Skills
Troubleshooting, SQL Tuning, T-SQL, SSIS, SQL, SQL Server, Database Administration, Databases, Performance Tuning, Database Management, High Availability, Stored Procedures, Microsoft SQL Server, Replication, Database Admin, Relational Databases, Analysis, Cluster, DTS, Data Architecture, Data Integration, Data Migration, Database Security, Following Instructions, OLTP, Powershell, SQL Server Management..., Systems Analysis, SDLC
Education
University of South Florida
Bachelor of Science, Business Administration; Management Information Systems
Spencer Lynch's Raymond James Financial Inc. Experience January 2009 - Present
Job Managing Director, Investments Lynch Cracraft Wealth Management of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2009 - Present
Morgan Stanley May 1986 - January 2009
Deloitte August 1982 - June 1985
Skills
Strategic Financial..., Retirement Plan..., Investments, Finance, Money Management and..., Securities, Retirement Planning, Wealth Management, Portfolio Management, Accounting, Auditing, Management, Equities, Fixed Income, Financial Risk, Financial Advisory, Cash Flow, Retirement, Estate Planning, Fixed Annuities, Life Insurance, Asset Management, Financial Analysis
Education
University of South Carolina - The Moore School of Business 1978 — 1982
Business, Accounting
Raymond James Financial Inc. January 2009 - Present
Morgan Stanley May 1986 - January 2009
Deloitte August 1982 - June 1985
Skills
Strategic Financial..., Retirement Plan..., Investments, Finance, Money Management and..., Securities, Retirement Planning, Wealth Management, Portfolio Management, Accounting, Auditing, Management, Equities, Fixed Income, Financial Risk, Financial Advisory, Cash Flow, Retirement, Estate Planning, Fixed Annuities, Life Insurance, Asset Management, Financial Analysis
Education
University of South Carolina - The Moore School of Business 1978 — 1982
Business, Accounting
Victor Kalivas Victor Kalivas's Raymond James Financial Inc. Experience June 2014 - Present
Job Equity Research Associate Oilfield Services at Raymond James, CFA Level III Candidate
Industry Capital Markets
Experience
Raymond James Financial Inc. June 2014 - Present
Devon Preparatory School October 2008 - June 2014
Fannie Mae February 2012 - April 2014
Boxwood Partners September 2011 - December 2011
Falcon Capital Partners, LLC May 2011 - August 2011
Investment Banking Institute April 2010 - May 2010
Swim and Tennis Club Concession Stands May 2001 - September 2009
Skills
Mergers, Analysis, Financial Modeling, Financial Analysis, Valuation, Finance, Venture Capital, Mergers & Acquisitions, Strategic Planning, Management
Education
University of Richmond - Robins School of Business 2007 — 2012
BSBA - Business Administration, Finance
Devon Preparatory School 2003 — 2007
Raymond James Financial Inc. June 2014 - Present
Devon Preparatory School October 2008 - June 2014
Fannie Mae February 2012 - April 2014
Boxwood Partners September 2011 - December 2011
Falcon Capital Partners, LLC May 2011 - August 2011
Investment Banking Institute April 2010 - May 2010
Swim and Tennis Club Concession Stands May 2001 - September 2009
Skills
Mergers, Analysis, Financial Modeling, Financial Analysis, Valuation, Finance, Venture Capital, Mergers & Acquisitions, Strategic Planning, Management
Education
University of Richmond - Robins School of Business 2007 — 2012
BSBA - Business Administration, Finance
Devon Preparatory School 2003 — 2007
Anirban Ghosh Anirban Ghosh's Raymond James Financial Inc. Experience May 2013 - December 2013
Job Risk & Compliance Systems & Analytics (Financial Services), Senior Associate at PwC
Industry Information Technology and Services
Experience
PwC July 2015 - Present
PwC March 2014 - June 2015
Raymond James Financial Inc. May 2013 - December 2013
University of South Florida January 2013 - December 2013
SiteWit January 2013 - May 2013
CUTR at University of South Florida September 2012 - January 2013
Tech Mahindra December 2009 - July 2012
Skills
Databases, SDLC, Agile Methodologies, PL/SQL, SQL, Oracle, Software Development, Business Intelligence, Data Analysis, Business Analysis, ETL, Microsoft SQL Server, Weka, SQL Server Management..., Database Design, Visio, XLMiner, MongoDB, Powershell, Data Modeling, Access, ITIL Process..., ITIL Service Strategy, Data Mining, Oracle SQL Developer, Python, Microsoft Team...
Education
University of South Florida 2012 — 2013
Master's degree, Management Information Systems
Pune University 2005 — 2009
Bachelor of Engineering (B.E.), Computer Science, A
PwC July 2015 - Present
PwC March 2014 - June 2015
Raymond James Financial Inc. May 2013 - December 2013
University of South Florida January 2013 - December 2013
SiteWit January 2013 - May 2013
CUTR at University of South Florida September 2012 - January 2013
Tech Mahindra December 2009 - July 2012
Skills
Databases, SDLC, Agile Methodologies, PL/SQL, SQL, Oracle, Software Development, Business Intelligence, Data Analysis, Business Analysis, ETL, Microsoft SQL Server, Weka, SQL Server Management..., Database Design, Visio, XLMiner, MongoDB, Powershell, Data Modeling, Access, ITIL Process..., ITIL Service Strategy, Data Mining, Oracle SQL Developer, Python, Microsoft Team...
Education
University of South Florida 2012 — 2013
Master's degree, Management Information Systems
Pune University 2005 — 2009
Bachelor of Engineering (B.E.), Computer Science, A
Robert Steidtmann's Raymond James Financial Inc. Experience 1985 - 1995
Job Corporate Business Development: Tampa and Atlanta
Industry Financial Services
Experience
Corporate Business Development, LLC January 2008 - Present
CohnReznick LLP 2004 - 2007
Deutsche Bank Investment & Asset Management 2000 - 2004
Raymond James Financial Inc. 1985 - 1995
SunTrust Robinson Humphrey (formerly The Robinson-Humphrey Company) 1975 - 1985
Skills
Strategy, New Business Development, Fundraising, Due Diligence, Strategic Planning, Management Consulting, Valuation, Leadership, Public Speaking, Sales, Books, Finance, Real Estate, CRM, Management, Corporate Finance, Mergers & Acquisitions, Investments, Business Development
Education
The College of William and Mary
Bachelor's degree, English Literature and American History
Wharton School of Business 1977 — 1979
Securities Industry Assoc - Investment Certification, Investments and Securities Management
Corporate Business Development, LLC January 2008 - Present
CohnReznick LLP 2004 - 2007
Deutsche Bank Investment & Asset Management 2000 - 2004
Raymond James Financial Inc. 1985 - 1995
SunTrust Robinson Humphrey (formerly The Robinson-Humphrey Company) 1975 - 1985
Skills
Strategy, New Business Development, Fundraising, Due Diligence, Strategic Planning, Management Consulting, Valuation, Leadership, Public Speaking, Sales, Books, Finance, Real Estate, CRM, Management, Corporate Finance, Mergers & Acquisitions, Investments, Business Development
Education
The College of William and Mary
Bachelor's degree, English Literature and American History
Wharton School of Business 1977 — 1979
Securities Industry Assoc - Investment Certification, Investments and Securities Management
Amrit Bhinder Amrit Bhinder's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Business Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting September 2013 - Present
Raymond James Financial Inc. June 2012 - August 2012
Binswanger June 2011 - August 2011
Mimeo.com June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Research, Microsoft Word, Social Media, Financial Modeling, Financial Analysis, Business Analysis, Tableau, Product Management, Project Management, Market Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, Finance
Deloitte Consulting September 2013 - Present
Raymond James Financial Inc. June 2012 - August 2012
Binswanger June 2011 - August 2011
Mimeo.com June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Research, Microsoft Word, Social Media, Financial Modeling, Financial Analysis, Business Analysis, Tableau, Product Management, Project Management, Market Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, Finance
Kristi Grimes Kristi Grimes's Raymond James Financial Inc. Experience January 2010 - December 2011
Job Senior Consultant at Deloitte Consulting, LLP
Industry Management Consulting
Experience
Deloitte Consulting, LLP December 2013 - Present
Schaefer Center for Public Policy May 2012 - December 2013
State Highway Administration August 2012 - December 2012
Raymond James Financial Inc. January 2010 - December 2011
Skills
Data Analysis, SPSS, Leadership Development, Survey Research, Qualtrics, Workforce Analytics
Education
University of Baltimore 2012 — 2013
Master's Degree, Industrial and Organizational Psychology
University of North Carolina at Greensboro 2006 — 2010
Bachelor's Degree
Deloitte Consulting, LLP December 2013 - Present
Schaefer Center for Public Policy May 2012 - December 2013
State Highway Administration August 2012 - December 2012
Raymond James Financial Inc. January 2010 - December 2011
Skills
Data Analysis, SPSS, Leadership Development, Survey Research, Qualtrics, Workforce Analytics
Education
University of Baltimore 2012 — 2013
Master's Degree, Industrial and Organizational Psychology
University of North Carolina at Greensboro 2006 — 2010
Bachelor's Degree
Joshua Curran's Raymond James Financial Inc. Experience January 2010 - Present
Job ECM Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2010 - Present
InTrust Advisors, Inc. May 2008 - May 2009
Skills
Investments, Financial Analysis, Financial Modeling, Valuation, Financial Services, Sales
Education
University of Tampa - John H. Sykes College of Business 2008 — 2010
MBA, Investment Management
University of South Florida 2004 — 2008
BA, Finance
Raymond James Financial Inc. January 2010 - Present
InTrust Advisors, Inc. May 2008 - May 2009
Skills
Investments, Financial Analysis, Financial Modeling, Valuation, Financial Services, Sales
Education
University of Tampa - John H. Sykes College of Business 2008 — 2010
MBA, Investment Management
University of South Florida 2004 — 2008
BA, Finance
Mary Heckman, CAP-OM Mary Heckman, CAP-OM's Raymond James Financial Inc. Experience July 2000 - July 2003
Job Senior Executive Administrative Assistant CLevel | Open to new opportunities
Industry Executive Office
Experience
GID Investment Advisers LLC March 2006 - Present
AEW Capital Management October 2005 - March 2006
Imerica Financial Corporation April 2004 - October 2005
Raymond James Financial Inc. July 2000 - July 2003
CNA Personal Insurance June 1985 - July 2000
Skills
Administrative..., Office Management, Spreadsheets, Calendars, Expense Reports, Calendaring, Office Equipment, Confidentiality, Office Administration, Data Entry, Executive Level..., Concur, Telephone Skills, Heavy Calendaring, Executive..., Fax, Notary Public, Expense Management, File Management, Administrative Support, Expenses, Typing, Outlook, Coordination, Scheduling, Event Planning, PowerPoint, Word, Excel, Microsoft Office, Internet Explorer, Teamwork, Adobe Acrobat, Employee Relations, Administrative Functions, Administrative..., Administrative..., Administrative Office..., C-Level Relationships, C-Level Executive..., C-Level, Microsoft Word, Administration, Administrative..., Time Management, Training, Travel Arrangements, Human Resources, Budgets, Management
Education
University of South Florida 2004 — 2005
Certificate, Human Resrouces Management, 4.0
ESS College of Business 1997 — 1999
Associate of Science (AS), Executive Assistant, 4.0
GID Investment Advisers LLC March 2006 - Present
AEW Capital Management October 2005 - March 2006
Imerica Financial Corporation April 2004 - October 2005
Raymond James Financial Inc. July 2000 - July 2003
CNA Personal Insurance June 1985 - July 2000
Skills
Administrative..., Office Management, Spreadsheets, Calendars, Expense Reports, Calendaring, Office Equipment, Confidentiality, Office Administration, Data Entry, Executive Level..., Concur, Telephone Skills, Heavy Calendaring, Executive..., Fax, Notary Public, Expense Management, File Management, Administrative Support, Expenses, Typing, Outlook, Coordination, Scheduling, Event Planning, PowerPoint, Word, Excel, Microsoft Office, Internet Explorer, Teamwork, Adobe Acrobat, Employee Relations, Administrative Functions, Administrative..., Administrative..., Administrative Office..., C-Level Relationships, C-Level Executive..., C-Level, Microsoft Word, Administration, Administrative..., Time Management, Training, Travel Arrangements, Human Resources, Budgets, Management
Education
University of South Florida 2004 — 2005
Certificate, Human Resrouces Management, 4.0
ESS College of Business 1997 — 1999
Associate of Science (AS), Executive Assistant, 4.0
Melissa Wolfe Melissa Wolfe's Raymond James Financial Inc. Experience August 2013 - September 2013
Job Communications and Marketing Coordinator at University of South Florida
Industry Writing and Editing
Experience
USF Patel College of Global Sustainability September 2015 - Present
Patel College of Global Sustainability April 2014 - Present
Florida Society of News Editors March 2013 - March 2014
Raymond James Financial Inc. August 2013 - September 2013
Strong College Students Franchising June 2012 - August 2013
University Communications and Marketing March 2013 - June 2013
The Bullhorn August 2012 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Windows, English, Creative Writing, Time Management, Editing, Microsoft Excel, Photoshop, Research, Social Media, Teamwork, Press Releases, Journalism, WordPress, Facebook, AP Style, Photography, Proofreading, Blogging, Editorial, Magazines, SEO, Publishing, Social Networking, Publications
Education
University of South Florida 2008 — 2013
Bachelor of Arts (BA), Mass Communication/Media Studies, 3.52 GPA
USF Patel College of Global Sustainability September 2015 - Present
Patel College of Global Sustainability April 2014 - Present
Florida Society of News Editors March 2013 - March 2014
Raymond James Financial Inc. August 2013 - September 2013
Strong College Students Franchising June 2012 - August 2013
University Communications and Marketing March 2013 - June 2013
The Bullhorn August 2012 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Windows, English, Creative Writing, Time Management, Editing, Microsoft Excel, Photoshop, Research, Social Media, Teamwork, Press Releases, Journalism, WordPress, Facebook, AP Style, Photography, Proofreading, Blogging, Editorial, Magazines, SEO, Publishing, Social Networking, Publications
Education
University of South Florida 2008 — 2013
Bachelor of Arts (BA), Mass Communication/Media Studies, 3.52 GPA
Dylan M.'s Raymond James Financial Inc. Experience February 2015 - March 2015
Job Founder & CEO, 1WealthStreet
Industry Financial Services
Experience
1WealthStreet & Co. April 2015 - Present
Raymond James Financial Inc. February 2015 - March 2015
Raymond James Financial Inc. October 2010 - March 2015
Raymond James Financial Inc. November 2013 - January 2015
Wellington Management January 2007 - August 2010
Robert W. Baird & Co. December 2004 - December 2006
Raymond James Financial Inc. June 2004 - December 2004
Skills
Investment Strategies, Series 63, Investments, Investment Management, Corporate Finance, Chartered Financial..., Equities, Bloomberg, Equity Research, Financial Modeling, Derivatives, Wealth Management, Financial Markets, Risk Management, Credit, Finance, Financial Advisory, Options, ETFs, Strategic Financial..., Trading, Investment Advisory, Banking, Financial Services, Equity Trading, Bloomberg Terminal, Retirement Planning, Emerging Markets, FINRA, Venture Capital, Due Diligence, Institutional..., Stocks, Fund Of Funds, Business Valuation, Mergers & Acquisitions, Bonds, Estate Planning
Education
University of Tampa 2001 — 2004
BS, Finance
University of Notre Dame 1999 — 2001
Accounting and Finance
Jesuit High School 1995 — 1999
1WealthStreet & Co. April 2015 - Present
Raymond James Financial Inc. February 2015 - March 2015
Raymond James Financial Inc. October 2010 - March 2015
Raymond James Financial Inc. November 2013 - January 2015
Wellington Management January 2007 - August 2010
Robert W. Baird & Co. December 2004 - December 2006
Raymond James Financial Inc. June 2004 - December 2004
Skills
Investment Strategies, Series 63, Investments, Investment Management, Corporate Finance, Chartered Financial..., Equities, Bloomberg, Equity Research, Financial Modeling, Derivatives, Wealth Management, Financial Markets, Risk Management, Credit, Finance, Financial Advisory, Options, ETFs, Strategic Financial..., Trading, Investment Advisory, Banking, Financial Services, Equity Trading, Bloomberg Terminal, Retirement Planning, Emerging Markets, FINRA, Venture Capital, Due Diligence, Institutional..., Stocks, Fund Of Funds, Business Valuation, Mergers & Acquisitions, Bonds, Estate Planning
Education
University of Tampa 2001 — 2004
BS, Finance
University of Notre Dame 1999 — 2001
Accounting and Finance
Jesuit High School 1995 — 1999
Jennifer E. Holliday's Raymond James Financial Inc. Experience October 2014 - Present
Job Regional Technology Education Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
Raymond James & Associates February 2012 - September 2014
Raymond James Financial Services, Inc. January 2011 - January 2012
Raymond James & Associates, Inc January 2008 - November 2010
Raymond James Financial November 2004 - January 2008
Skills
Series 7, Succession Planning, Needs Analysis, Talent Management, Performance Management, DDI, Onboarding, Leadership Development, Applicant Tracking..., Employee Benefits, Employee Relations, Coaching, Process Improvement, Deferred Compensation, Customer Service, Benefits Administration, Training, Analysis, Employee Training, Management, Career Development, HRIS, Personnel Management, College Recruiting, Human Resources, Interviews, Workforce Planning, Consulting, Financial Services, Investments, Public Speaking, Leadership, Microsoft Office
Education
University of Phoenix 2010 — 2015
Ed.D., Education: Instruction and Curriculum
University of Phoenix 2007 — 2008
MBA, Business Administration
University of South Florida 1995 — 2001
B.S., Business Management
Raymond James Financial Inc. October 2014 - Present
Raymond James & Associates February 2012 - September 2014
Raymond James Financial Services, Inc. January 2011 - January 2012
Raymond James & Associates, Inc January 2008 - November 2010
Raymond James Financial November 2004 - January 2008
Skills
Series 7, Succession Planning, Needs Analysis, Talent Management, Performance Management, DDI, Onboarding, Leadership Development, Applicant Tracking..., Employee Benefits, Employee Relations, Coaching, Process Improvement, Deferred Compensation, Customer Service, Benefits Administration, Training, Analysis, Employee Training, Management, Career Development, HRIS, Personnel Management, College Recruiting, Human Resources, Interviews, Workforce Planning, Consulting, Financial Services, Investments, Public Speaking, Leadership, Microsoft Office
Education
University of Phoenix 2010 — 2015
Ed.D., Education: Instruction and Curriculum
University of Phoenix 2007 — 2008
MBA, Business Administration
University of South Florida 1995 — 2001
B.S., Business Management
Zavier Rodriguez's Raymond James Financial Inc. Experience January 2014 - Present
Job Software Developer at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. January 2014 - Present
Clarifire April 2008 - January 2014
Home Discovery Real Estate 2003 - 2007
Skills
Software Development, SQL, Scrum, Java, Agile Methodologies, XML, .NET, Microsoft SQL Server, VB.NET, C#, WCF, Web Services, Linux, ASP.NET, AJAX, TFS, T-SQL, IIS
Education
University of South Florida 1994 — 1999
Raymond James Financial Inc. January 2014 - Present
Clarifire April 2008 - January 2014
Home Discovery Real Estate 2003 - 2007
Skills
Software Development, SQL, Scrum, Java, Agile Methodologies, XML, .NET, Microsoft SQL Server, VB.NET, C#, WCF, Web Services, Linux, ASP.NET, AJAX, TFS, T-SQL, IIS
Education
University of South Florida 1994 — 1999
Alyssa Meyer's Raymond James Financial Inc. Experience December 2014 - Present
Job Vice President, Compliance at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. December 2014 - Present
Raymond James Financial Inc. July 2013 - December 2014
Raymond James Financial Services, Inc. January 2010 - July 2013
Raymond James Financial Services, Inc. June 2007 - December 2009
Raymond James Financial Services, Inc. May 2006 - June 2007
Skills
Regulatory Analysis, Compliance Testing, Information Security..., Data Privacy, Regulatory Affairs, Branch Audit Programs, Internal Controls, Compliance Technology..., Training Programs, Financial Policies &..., Fraud Detection, Annual Compliance..., Suitability, Project Management, Exception Based..., Field Supervision, Associate Development, Leadership, Supervisory Controls -..., Issue Resolution, Strategic Planning, FINRA, Series 24, Series 7, Securities, Investment Advisory, Alternative Investments, Mutual Funds, Broker-Dealer, AML, Investments, Securities Regulation, Asset Allocation, Asset Management, Financial Services, Compliance, Fixed Annuities, Equities, Financial Advisory, Team Leadership, Broker-Dealer Compliance
Education
University of South Florida
Bachelor's Degree
Raymond James Financial, Inc. December 2014 - Present
Raymond James Financial Inc. July 2013 - December 2014
Raymond James Financial Services, Inc. January 2010 - July 2013
Raymond James Financial Services, Inc. June 2007 - December 2009
Raymond James Financial Services, Inc. May 2006 - June 2007
Skills
Regulatory Analysis, Compliance Testing, Information Security..., Data Privacy, Regulatory Affairs, Branch Audit Programs, Internal Controls, Compliance Technology..., Training Programs, Financial Policies &..., Fraud Detection, Annual Compliance..., Suitability, Project Management, Exception Based..., Field Supervision, Associate Development, Leadership, Supervisory Controls -..., Issue Resolution, Strategic Planning, FINRA, Series 24, Series 7, Securities, Investment Advisory, Alternative Investments, Mutual Funds, Broker-Dealer, AML, Investments, Securities Regulation, Asset Allocation, Asset Management, Financial Services, Compliance, Fixed Annuities, Equities, Financial Advisory, Team Leadership, Broker-Dealer Compliance
Education
University of South Florida
Bachelor's Degree
Victor Pita, CIMA®'s Raymond James Financial Inc. Experience February 2004 - September 2012
Job Vice President at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price Group, Inc April 2013 - Present
Caris & Company, Inc September 2012 - April 2013
Raymond James Financial, Inc February 2004 - September 2012
Oppenheimer & Co, Inc December 2003 - February 2004
Raymond James Financial, Inc April 2001 - December 2003
Skills
Hedge Funds, Investments, Mutual Funds, Equity Research, Certified Investment..., Financial Markets, Equities, Sales Process, Financial Analysis, Market Analysis, Asset Allocation, Investment Management, Portfolio Management, New Business Development, Account Management, Financial Advisory, Securities, Alternative Investments, Fixed Income, Client Relationship..., Equity Valuation, Sell Side, Investment Strategies, Data Analysis, Series 63, CRM, Series 7, FINRA, Bloomberg, Presenting Ideas, Spanish, Investment Advisory, Asset Management, Finance, Capital Markets, Valuation, Wealth Management, Financial Services
Education
Washington University in St. Louis 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst Program
Ransom Everglades School 1991 — 1995
T. Rowe Price Group, Inc April 2013 - Present
Caris & Company, Inc September 2012 - April 2013
Raymond James Financial, Inc February 2004 - September 2012
Oppenheimer & Co, Inc December 2003 - February 2004
Raymond James Financial, Inc April 2001 - December 2003
Skills
Hedge Funds, Investments, Mutual Funds, Equity Research, Certified Investment..., Financial Markets, Equities, Sales Process, Financial Analysis, Market Analysis, Asset Allocation, Investment Management, Portfolio Management, New Business Development, Account Management, Financial Advisory, Securities, Alternative Investments, Fixed Income, Client Relationship..., Equity Valuation, Sell Side, Investment Strategies, Data Analysis, Series 63, CRM, Series 7, FINRA, Bloomberg, Presenting Ideas, Spanish, Investment Advisory, Asset Management, Finance, Capital Markets, Valuation, Wealth Management, Financial Services
Education
Washington University in St. Louis 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst Program
Ransom Everglades School 1991 — 1995
Jacklyn Walling's Raymond James Financial Inc. Experience July 2014 - Present
Job Senior Writer at Raymond James Financial, Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial, Inc. July 2014 - Present
Magazine Feature Writing and Small Business Marketing 2008 - Present
Raymond James Financial Inc. May 2012 - July 2014
Raymond James Financial May 2010 - May 2012
22squared February 2007 - March 2008
22squared (formerly WestWayne) 2007 - 2008
Raymond James 2004 - 2007
Raymond James Financial 2004 - 2007
Citysearch.com 2003 - 2006
AAA Auto Club South 2000 - 2004
Skills
Advertising, Newsletters, Marketing, Copywriting, Marketing Communications, Digital Marketing, Direct Mail, Press Releases, Social Media Marketing, Creative Direction, Integrated Marketing, Strategy, Creative Writing, Editing, Account Management, Editorial, Training, Brand Management, Publishing, Brochures, Management, Creative Strategy, Strategic Planning, Sales
Education
University of South Florida 2001 — 2003
Raymond James Financial, Inc. July 2014 - Present
Magazine Feature Writing and Small Business Marketing 2008 - Present
Raymond James Financial Inc. May 2012 - July 2014
Raymond James Financial May 2010 - May 2012
22squared February 2007 - March 2008
22squared (formerly WestWayne) 2007 - 2008
Raymond James 2004 - 2007
Raymond James Financial 2004 - 2007
Citysearch.com 2003 - 2006
AAA Auto Club South 2000 - 2004
Skills
Advertising, Newsletters, Marketing, Copywriting, Marketing Communications, Digital Marketing, Direct Mail, Press Releases, Social Media Marketing, Creative Direction, Integrated Marketing, Strategy, Creative Writing, Editing, Account Management, Editorial, Training, Brand Management, Publishing, Brochures, Management, Creative Strategy, Strategic Planning, Sales
Education
University of South Florida 2001 — 2003
John M. McDonald III's Raymond James Financial Inc. Experience July 1988 - January 2000
Job Senior Managing Director at Hyde Park Capital Partners, LLC
Industry Investment Banking
Experience
Hyde Park Capital Partners, LLC January 2000 - Present
Raymond James Financial Inc. July 1988 - January 2000
IBM April 1984 - August 1986
Skills
Investment Banking, Private Equity, Debt, Valuation, Equities, Mergers & Acquisitions, Due Diligence, Strategic Planning, Financial Modeling, Financial Analysis, Corporate Finance, Venture Capital, Investments, Start-ups, Business Development
Education
The Wharton School, University of Pennsylvania 1986 — 1988
Master of Business Administration (MBA), Finance, General
Duke University School of Engineering 1979 — 1983
BSE, Mechanical Engineering
Hyde Park Capital Partners, LLC January 2000 - Present
Raymond James Financial Inc. July 1988 - January 2000
IBM April 1984 - August 1986
Skills
Investment Banking, Private Equity, Debt, Valuation, Equities, Mergers & Acquisitions, Due Diligence, Strategic Planning, Financial Modeling, Financial Analysis, Corporate Finance, Venture Capital, Investments, Start-ups, Business Development
Education
The Wharton School, University of Pennsylvania 1986 — 1988
Master of Business Administration (MBA), Finance, General
Duke University School of Engineering 1979 — 1983
BSE, Mechanical Engineering
Angel Phillips's Raymond James Financial Inc. Experience February 2000 - February 2001
Job Senior Software Engineer at Raymond James
Industry Information Technology and Services
Experience
Raymond James February 2001 - Present
Raymond James Financial Inc. February 2000 - February 2001
Raymond James Financial Inc. January 1999 - February 2000
Raymond James Financial Inc. August 1996 - January 1999
Skills
SQL, SDLC, Requirements Analysis, Software Documentation, Microsoft SQL Server, Quality Assurance, C#, Test Planning, Agile Methodologies, Visio, T-SQL, SSIS, Analysis, Systems Analysis, Requirements Gathering, .NET, Software Development, SSRS, PeopleSoft, SharePoint, XML, Access, Accounting, QlikView Development, Crystal Reports, Visual Studio
Education
University of South Florida 1996 — 1997
Bachelor of Science (B.S.), Management Information Systems, General
University of South Florida 1992 — 1995
Bachelor of Science (B.S.), Accounting with minor in Technical Writing
Raymond James February 2001 - Present
Raymond James Financial Inc. February 2000 - February 2001
Raymond James Financial Inc. January 1999 - February 2000
Raymond James Financial Inc. August 1996 - January 1999
Skills
SQL, SDLC, Requirements Analysis, Software Documentation, Microsoft SQL Server, Quality Assurance, C#, Test Planning, Agile Methodologies, Visio, T-SQL, SSIS, Analysis, Systems Analysis, Requirements Gathering, .NET, Software Development, SSRS, PeopleSoft, SharePoint, XML, Access, Accounting, QlikView Development, Crystal Reports, Visual Studio
Education
University of South Florida 1996 — 1997
Bachelor of Science (B.S.), Management Information Systems, General
University of South Florida 1992 — 1995
Bachelor of Science (B.S.), Accounting with minor in Technical Writing
Bill Haggard's Raymond James Financial Inc. Experience July 2011 - Present
Job ITIL Change Analyst at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. July 2011 - Present
Scottrade April 2010 - October 2011
Kimberly-Clark April 2008 - July 2009
The Nielsen Company 2005 - 2008
ACNielsen May 1997 - June 2005
Alternative Resources Corporation October 1996 - April 1997
United States Navy June 1981 - October 1996
Education
University of Phoenix 1992 — 1996
BA, Management
Raymond James Financial Inc. July 2011 - Present
Scottrade April 2010 - October 2011
Kimberly-Clark April 2008 - July 2009
The Nielsen Company 2005 - 2008
ACNielsen May 1997 - June 2005
Alternative Resources Corporation October 1996 - April 1997
United States Navy June 1981 - October 1996
Education
University of Phoenix 1992 — 1996
BA, Management
DJ Patel's Raymond James Financial Inc. Experience March 2013 - Present
Job Business Technology Manager at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. March 2013 - Present
Skills
C#, SDLC, SQL, HTML, Microsoft SQL Server, Programming, Software Development, T-SQL, SSIS, SOA, Agile Methodologies, Visual Studio, Visio, .NET, Database Design, Databases
Education
University of South Florida 2001 — 2006
Bachelors in Computer Science
University of South Florida 2001 — 2006
Bachelor's degree, Mathematics
Raymond James Financial Inc. March 2013 - Present
Skills
C#, SDLC, SQL, HTML, Microsoft SQL Server, Programming, Software Development, T-SQL, SSIS, SOA, Agile Methodologies, Visual Studio, Visio, .NET, Database Design, Databases
Education
University of South Florida 2001 — 2006
Bachelors in Computer Science
University of South Florida 2001 — 2006
Bachelor's degree, Mathematics
David Lillis's Raymond James Financial Inc. Experience May 2011 - Present
Job User Experience Analyst
Industry Financial Services
Experience
Raymond James Financial Inc. May 2011 - Present
Author April 2011 - Present
Raymond James Financial Inc. April 2007 - April 2011
IT Consultant / Contract Technical Trainer November 2003 - March 2007
New Horizons Gulf Coast August 2001 - November 2003
Certification Ink April 2000 - July 2001
Keiser University May 1998 - March 2000
PBOA November 1997 - May 1998
Florida Workers Compensation JUA November 1995 - November 1997
TAC Corporation November 1994 - October 1995
Skills
User Experience, User-centered Design, User Interface Design, Management, IT Management, Project Management, Agile / SCRUM, Usability Testing, TechSmith Morae..., Information Architecture, Axure, Wireframes, Graphic Design, HTML, CSS3, JavaScript, Presentations, Curriculum Design, Curriculum Development, eLearning Development, Training Delivery, Delivering Technical..., Consulting, Database Design, Database Administration, Networking, Network Administration, Network Engineering, Network Architecture, Microsoft SQL Server, E-Learning, Web Design, Usability, Visio, Requirements Gathering, CSS, SharePoint, Training
Education
University of South Florida 1990 — 1994
Bachelor of Arts (BA), English Literature / Mass Communications
Raymond James Financial Inc. May 2011 - Present
Author April 2011 - Present
Raymond James Financial Inc. April 2007 - April 2011
IT Consultant / Contract Technical Trainer November 2003 - March 2007
New Horizons Gulf Coast August 2001 - November 2003
Certification Ink April 2000 - July 2001
Keiser University May 1998 - March 2000
PBOA November 1997 - May 1998
Florida Workers Compensation JUA November 1995 - November 1997
TAC Corporation November 1994 - October 1995
Skills
User Experience, User-centered Design, User Interface Design, Management, IT Management, Project Management, Agile / SCRUM, Usability Testing, TechSmith Morae..., Information Architecture, Axure, Wireframes, Graphic Design, HTML, CSS3, JavaScript, Presentations, Curriculum Design, Curriculum Development, eLearning Development, Training Delivery, Delivering Technical..., Consulting, Database Design, Database Administration, Networking, Network Administration, Network Engineering, Network Architecture, Microsoft SQL Server, E-Learning, Web Design, Usability, Visio, Requirements Gathering, CSS, SharePoint, Training
Education
University of South Florida 1990 — 1994
Bachelor of Arts (BA), English Literature / Mass Communications
Greg Kessler's Raymond James Financial Inc. Experience June 2013 - Present
Job Vice President, Private Client Group Administration at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
Raymond James Financial November 2003 - June 2013
Raymond James September 2001 - November 2003
Education
Wharton School, University of Pennsylvania 2010 — 2012
University of South Florida 1997 — 2000
BS, Finance
Raymond James Financial Inc. June 2013 - Present
Raymond James Financial November 2003 - June 2013
Raymond James September 2001 - November 2003
Education
Wharton School, University of Pennsylvania 2010 — 2012
University of South Florida 1997 — 2000
BS, Finance
Florian Geier's Raymond James Financial Inc. Experience January 2013 - Present
Job Business Solutions Database Engineer at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Raymond James May 2006 - December 2012
Publix Super Markets Inc May 1996 - May 2006
Education
University of South Florida 1998 — 2002
BA, Finance
Raymond James Financial Inc. January 2013 - Present
Raymond James May 2006 - December 2012
Publix Super Markets Inc May 1996 - May 2006
Education
University of South Florida 1998 — 2002
BA, Finance
Alan Elovitz's Raymond James Financial Inc. Experience January 2014 - Present
Job Raymond James Vice President Investments
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Wells Fargo January 2000 - January 2014
Dayton Mattress Inc. January 1979 - August 1999
Skills
Customer Service, Investments, Financial Analysis, Securities, Portfolio Management, 401k, Mortgage Lending, Banking, Marketing Strategy, Loans, Mortgage Banking, Process Improvement, Strategic Planning
Education
University of Pittsburgh 1969 — 1973
Bachelor of Arts (BA), Economics
Raymond James Financial Inc. January 2014 - Present
Wells Fargo January 2000 - January 2014
Dayton Mattress Inc. January 1979 - August 1999
Skills
Customer Service, Investments, Financial Analysis, Securities, Portfolio Management, 401k, Mortgage Lending, Banking, Marketing Strategy, Loans, Mortgage Banking, Process Improvement, Strategic Planning
Education
University of Pittsburgh 1969 — 1973
Bachelor of Arts (BA), Economics
Josh Riches's Raymond James Financial Inc. Experience June 2005 - October 2008
Job Wholesale Market Originator at Santee Cooper
Industry Utilities
Experience
Santee Cooper May 2013 - Present
Santee Cooper October 2008 - May 2013
Raymond James Financial Inc. June 2005 - October 2008
Skills
Financial Reporting, Budgets, Financial Analysis, Strategic Financial..., Commodity Markets, Analysis, Energy, Forecasting, Corporate Finance, Visio, Project Management, Accounting
Education
University of South Carolina - The Moore School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
University of Utah 1999 — 2005
Bachelor's Degree, Business Management
Santee Cooper May 2013 - Present
Santee Cooper October 2008 - May 2013
Raymond James Financial Inc. June 2005 - October 2008
Skills
Financial Reporting, Budgets, Financial Analysis, Strategic Financial..., Commodity Markets, Analysis, Energy, Forecasting, Corporate Finance, Visio, Project Management, Accounting
Education
University of South Carolina - The Moore School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
University of Utah 1999 — 2005
Bachelor's Degree, Business Management
Kristine Bergin's Raymond James Financial Inc. Experience January 2005 - March 2007
Job Director of Advisor Relations at Global Financial Private Capital, LLC
Industry Financial Services
Experience
Global Financial Private Capital, LLC May 2013 - Present
Raymond James March 2007 - May 2013
Raymond James Financial Inc. January 2005 - March 2007
Raymond James Financial Inc. January 2003 - January 2005
Raymond James Financial Inc. November 1994 - January 2003
Skills
Series 6, 7, 63 and 24, Relationship Management, Strategic Goal Planning, Training and Development, Training, Financial Advisory, Mutual Funds, Management, Analysis, Operations Management, FINRA, Wealth Management, Series 7, Strategic Financial..., Securities, Series 63, Series 24
Education
University of South Florida 1998 — 2003
Bachelors, Business Management
Global Financial Private Capital, LLC May 2013 - Present
Raymond James March 2007 - May 2013
Raymond James Financial Inc. January 2005 - March 2007
Raymond James Financial Inc. January 2003 - January 2005
Raymond James Financial Inc. November 1994 - January 2003
Skills
Series 6, 7, 63 and 24, Relationship Management, Strategic Goal Planning, Training and Development, Training, Financial Advisory, Mutual Funds, Management, Analysis, Operations Management, FINRA, Wealth Management, Series 7, Strategic Financial..., Securities, Series 63, Series 24
Education
University of South Florida 1998 — 2003
Bachelors, Business Management
Doug Pinder's Raymond James Financial Inc. Experience August 2014 - Present
Job Senior Vice President and Branch Manager at Raymond James Ltd
Industry Management Consulting
Experience
Raymond James Financial Inc. August 2014 - Present
TD Waterhouse September 2005 - October 2013
Nesbitt Burn January 1998 - September 2005
Skills
Wealth Management, Banking, Portfolio Management, Credit, Mutual Funds, Retail Banking, Investments, Commercial Banking, Mortgage Lending, Strategic Financial..., Financial Services, Loans, Investment Advisory, Relationship Management, Cross Selling, Risk Management, Securities, Asset Management, Financial Analysis, Retirement Planning
Education
University of Saskatchewan
Bachelor of Commerce (B.Com.), Marketing/Management
University of Saskatchewan
Bachelor of Commerce (BCom)
Raymond James Financial Inc. August 2014 - Present
TD Waterhouse September 2005 - October 2013
Nesbitt Burn January 1998 - September 2005
Skills
Wealth Management, Banking, Portfolio Management, Credit, Mutual Funds, Retail Banking, Investments, Commercial Banking, Mortgage Lending, Strategic Financial..., Financial Services, Loans, Investment Advisory, Relationship Management, Cross Selling, Risk Management, Securities, Asset Management, Financial Analysis, Retirement Planning
Education
University of Saskatchewan
Bachelor of Commerce (B.Com.), Marketing/Management
University of Saskatchewan
Bachelor of Commerce (BCom)
Gabriel Steagall's Raymond James Financial Inc. Experience 2001 - Present
Job Associate Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James Financial Inc. 2001 - Present
Skills
Investment Advisory, Wealth Management..., Professional Portfolio..., Institutional-quality..., Asset Allocation..., Alternative Investment..., Cash Management, Credit & Lending..., Retirement Income..., Concentrated Stock..., Education Funding..., Legacy & Estate..., Corporate & Executive..., Investment Brokerage, Fee-based Investment..., Unified Managed Accounts, Separately Managed..., Mutual Funds, Exchange Traded Funds, Goal Planning &..., Insurance & Risk...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Finance, Small Business Management, Information Technology, Marketing
NCSU
Raymond James Financial Inc. 2001 - Present
Skills
Investment Advisory, Wealth Management..., Professional Portfolio..., Institutional-quality..., Asset Allocation..., Alternative Investment..., Cash Management, Credit & Lending..., Retirement Income..., Concentrated Stock..., Education Funding..., Legacy & Estate..., Corporate & Executive..., Investment Brokerage, Fee-based Investment..., Unified Managed Accounts, Separately Managed..., Mutual Funds, Exchange Traded Funds, Goal Planning &..., Insurance & Risk...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Finance, Small Business Management, Information Technology, Marketing
NCSU
Alesia Ulitsina's Raymond James Financial Inc. Experience June 2005 - August 2006
Job Enterprise Product Management/AML/KYC Compliance
Industry Information Technology and Services
Experience
JPMorgan Chase July 2014 - Present
JPMorgan Chase August 2012 - July 2014
American Red Cross Tampa Bay November 2010 - August 2012
Raymond James Financial Inc. June 2005 - August 2006
Fifth Third Bank 2003 - 2005
Skills
•Fluent in Russian,..., •SQL, Visio, MS Office, Skitch Plus,MS SQL..., Visio, Microsoft Office, SharePoint, Business Analysis, Access, Active Directory, Analysis, Business Objects, C#, Data Analysis, Crystal Reports, Databases, HTML, JavaScript, Microsoft SQL Server, MS Project, MySQL, Process Improvement, Program Management, Project Management, Quality Assurance, Requirements Gathering, SDLC, SQL, Software Documentation, Troubleshooting, System Administration, VBA, Visual Basic, Windows, Windows Server, XML, Database Administration, Business Intelligence
Education
University of South Florida - College of Business Administration 2007 — 2009
BS, Management Information Technologies; Minor in International Business
Belarussian State Economic University
JPMorgan Chase July 2014 - Present
JPMorgan Chase August 2012 - July 2014
American Red Cross Tampa Bay November 2010 - August 2012
Raymond James Financial Inc. June 2005 - August 2006
Fifth Third Bank 2003 - 2005
Skills
•Fluent in Russian,..., •SQL, Visio, MS Office, Skitch Plus,MS SQL..., Visio, Microsoft Office, SharePoint, Business Analysis, Access, Active Directory, Analysis, Business Objects, C#, Data Analysis, Crystal Reports, Databases, HTML, JavaScript, Microsoft SQL Server, MS Project, MySQL, Process Improvement, Program Management, Project Management, Quality Assurance, Requirements Gathering, SDLC, SQL, Software Documentation, Troubleshooting, System Administration, VBA, Visual Basic, Windows, Windows Server, XML, Database Administration, Business Intelligence
Education
University of South Florida - College of Business Administration 2007 — 2009
BS, Management Information Technologies; Minor in International Business
Belarussian State Economic University
Cathy Roberson's Raymond James Financial Inc. Experience November 2013 - Present
Job Sales/Trading Asst. at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Tricom August 2010 - April 2013
St. James Day School August 2007 - August 2010
Highsmith Antiques and Design November 1996 - April 2002
State Farm Insurance January 1990 - January 1996
Skills
VoIP, Account Management, Selling, New Business Development, Telecommunications, Sales, Sales Management, Customer Service, Management, Video Conferencing
Education
University of North Carolina at Wilmington 1986 — 1990
BA
Raymond James Financial Inc. November 2013 - Present
Tricom August 2010 - April 2013
St. James Day School August 2007 - August 2010
Highsmith Antiques and Design November 1996 - April 2002
State Farm Insurance January 1990 - January 1996
Skills
VoIP, Account Management, Selling, New Business Development, Telecommunications, Sales, Sales Management, Customer Service, Management, Video Conferencing
Education
University of North Carolina at Wilmington 1986 — 1990
BA
Ashli (Levitz) Tomas's Raymond James Financial Inc. Experience September 2014 - Present
Job RPS Project Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. September 2012 - Present
Academy of Finance Advisory Board 2013 - 2014
Academy of Finance Advisory Board 2013 - 2014
Academy of Finance Advisory Board 2013 - 2014
Achieva Credit Union October 2011 - October 2012
Achieva Credit Union January 2005 - October 2011
Achieva Credit Union January 2005 - October 2005
Skills
Consumer Lending, Loans, Credit, Credit Unions, Retail Banking, Loan Origination, Mortgage Lending, Banking, Underwriting, Small Business Lending, Customer Service, Commercial Lending, Leadership, Process Improvement, Budgets, Team Building, Finance, Financial Services, Coaching, Management, Operations Management, Cross Selling, Sales, Microsoft Excel, Leadership Development, Change Management, Microsoft Word, Securities, Training, Risk Management, Call Centers
Education
University of South Florida 2009 — 2012
Bachelor's degree, Business Management
University of South Florida
Bachelor of Business Management, Business Administration and Management, General
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. September 2012 - Present
Academy of Finance Advisory Board 2013 - 2014
Academy of Finance Advisory Board 2013 - 2014
Academy of Finance Advisory Board 2013 - 2014
Achieva Credit Union October 2011 - October 2012
Achieva Credit Union January 2005 - October 2011
Achieva Credit Union January 2005 - October 2005
Skills
Consumer Lending, Loans, Credit, Credit Unions, Retail Banking, Loan Origination, Mortgage Lending, Banking, Underwriting, Small Business Lending, Customer Service, Commercial Lending, Leadership, Process Improvement, Budgets, Team Building, Finance, Financial Services, Coaching, Management, Operations Management, Cross Selling, Sales, Microsoft Excel, Leadership Development, Change Management, Microsoft Word, Securities, Training, Risk Management, Call Centers
Education
University of South Florida 2009 — 2012
Bachelor's degree, Business Management
University of South Florida
Bachelor of Business Management, Business Administration and Management, General
Brandon Halm's Raymond James Financial Inc. Experience January 2015 - Present
Job Web Designer at Raymond James Financial Inc.
Industry Graphic Design
Experience
Raymond James Financial, Inc. January 2015 - Present
Brandon Halm Creative August 2007 - Present
Raymond James Financial Inc. March 2012 - January 2015
Murphy Land & Retail Services August 2008 - February 2012
Client Focused Media August 2011 - December 2011
BroadBased Communications, Inc. 2007 - 2008
Skills
InDesign, Graphic Design, Photoshop, Illustration, Illustrator, Adobe Creative Suite, Mac, Typography, PowerPoint, Dreamweaver, Word, Logo Design, Layout, Microsoft Office, Web Design, Corporate Identity, QuarkXPress, Social Media, Brochures, Screen Printing, HTML, HTML + CSS, Graphics, Adobe Acrobat, Magazine Layout Design, Web Development
Education
University of North Florida 2007 — 2011
Bachelor of Fine Arts, Graphic Design & Digital Media
Raymond James Financial, Inc. January 2015 - Present
Brandon Halm Creative August 2007 - Present
Raymond James Financial Inc. March 2012 - January 2015
Murphy Land & Retail Services August 2008 - February 2012
Client Focused Media August 2011 - December 2011
BroadBased Communications, Inc. 2007 - 2008
Skills
InDesign, Graphic Design, Photoshop, Illustration, Illustrator, Adobe Creative Suite, Mac, Typography, PowerPoint, Dreamweaver, Word, Logo Design, Layout, Microsoft Office, Web Design, Corporate Identity, QuarkXPress, Social Media, Brochures, Screen Printing, HTML, HTML + CSS, Graphics, Adobe Acrobat, Magazine Layout Design, Web Development
Education
University of North Florida 2007 — 2011
Bachelor of Fine Arts, Graphic Design & Digital Media
Jennica Hopkins's Raymond James Financial Inc. Experience July 2012 - Present
Job Asst. Equity Compensation & Benefits Analyst at Raymond James Financial Inc.
Industry Education Management
Experience
Raymond James Financial Inc. July 2012 - Present
Self Employed April 2012 - July 2012
Aon Hewitt July 2010 - January 2012
Aon Hewitt June 2009 - August 2009
S&T Bank June 2008 - August 2008
Skills
HRO, Defined Benefit, HR Consulting, Benefits Administration, Pension Administration, ProVal, Employee Benefits, Actuarial Science, 401k, 401k Rollovers, ESOP, ESPP, Profit Sharing, Employee Stock Options, Restricted Stock, Deferred Compensation, Equity Compensation..., Non-Qualified Plan...
Education
University of Pittsburgh 2006 — 2010
Actuarial Mathematics and Economics, Mathematics, Economics
Raymond James Financial Inc. July 2012 - Present
Self Employed April 2012 - July 2012
Aon Hewitt July 2010 - January 2012
Aon Hewitt June 2009 - August 2009
S&T Bank June 2008 - August 2008
Skills
HRO, Defined Benefit, HR Consulting, Benefits Administration, Pension Administration, ProVal, Employee Benefits, Actuarial Science, 401k, 401k Rollovers, ESOP, ESPP, Profit Sharing, Employee Stock Options, Restricted Stock, Deferred Compensation, Equity Compensation..., Non-Qualified Plan...
Education
University of Pittsburgh 2006 — 2010
Actuarial Mathematics and Economics, Mathematics, Economics
Brenda Loos-Bennett's Raymond James Financial Inc. Experience November 2013 - Present
Job Business Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Raymond James & Associates, Inc September 2012 - November 2013
Raymond James & Associates, Inc April 2008 - September 2012
KAS BANK N.V. May 2007 - August 2007
Blue Shield of California April 2006 - April 2007
Sunshine Delivery Services February 2005 - February 2006
American Home Furnishings February 2003 - January 2005
Wells Fargo January 2001 - January 2003
Rabobank Leeuwarden-Noordwest Friesland January 1991 - August 1999
Skills
Requirements Gathering, Analysis, Business Requirements, Business Analysis, Trading, Business Process, User Acceptance Testing, SDLC, Banking, Process Reengineering, TFS, Microsoft SQL Server, OATS, HP NonStop, Operational Decision..., Decision Validation..., Equity Trading, Visio, Test Management, Euroclear
Education
Western Governors University 2015 — 2017
Master’s Degree, IT Management
University of Phoenix 2005 — 2012
Bachelor, Finance, B+
Praehep 1994 — 1996
Associates level accounting diploma, Accounting
Raymond James Financial Inc. November 2013 - Present
Raymond James & Associates, Inc September 2012 - November 2013
Raymond James & Associates, Inc April 2008 - September 2012
KAS BANK N.V. May 2007 - August 2007
Blue Shield of California April 2006 - April 2007
Sunshine Delivery Services February 2005 - February 2006
American Home Furnishings February 2003 - January 2005
Wells Fargo January 2001 - January 2003
Rabobank Leeuwarden-Noordwest Friesland January 1991 - August 1999
Skills
Requirements Gathering, Analysis, Business Requirements, Business Analysis, Trading, Business Process, User Acceptance Testing, SDLC, Banking, Process Reengineering, TFS, Microsoft SQL Server, OATS, HP NonStop, Operational Decision..., Decision Validation..., Equity Trading, Visio, Test Management, Euroclear
Education
Western Governors University 2015 — 2017
Master’s Degree, IT Management
University of Phoenix 2005 — 2012
Bachelor, Finance, B+
Praehep 1994 — 1996
Associates level accounting diploma, Accounting
Marc Sellers, CFM, ChFC's Raymond James Financial Inc. Experience Financial AdvisorRaymond James Financial Inc.Financial AdvisorRaymond james Financial Services, Inc. Member FINRA/SIPC2010 - Present
Job Financial Advisor at Raymond james Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Inc. Financial AdvisorRaymond James Financial Inc.Financial AdvisorRaymond james Financial Services, Inc. Member FINRA/SIPC2010 - Present
Merrill Lynch 1991 - 2010
Skills
Retirement Planning
Education
University of Northern Colorado
Raymond James Financial Inc. Financial AdvisorRaymond James Financial Inc.Financial AdvisorRaymond james Financial Services, Inc. Member FINRA/SIPC2010 - Present
Merrill Lynch 1991 - 2010
Skills
Retirement Planning
Education
University of Northern Colorado
Elaine Caldwell's Raymond James Financial Inc. Experience May 2012 - November 2013
Job Personal Assistant
Industry Financial Services
Experience
Private Family Office January 2014 - Present
Raymond James Financial Inc. May 2012 - November 2013
GenSpring Family Offices January 2005 - May 2012
SunTrust Bank 1995 - December 2004
Education
University of Rhode Island - College of Business Administration 1971 — 1975
Bachelor of Science with Honors, Business Administration and Management, General
Florida Bankers Association
Florida Graduate Trust School
Private Family Office January 2014 - Present
Raymond James Financial Inc. May 2012 - November 2013
GenSpring Family Offices January 2005 - May 2012
SunTrust Bank 1995 - December 2004
Education
University of Rhode Island - College of Business Administration 1971 — 1975
Bachelor of Science with Honors, Business Administration and Management, General
Florida Bankers Association
Florida Graduate Trust School
Alysia Milligan's Raymond James Financial Inc. Experience December 2012 - Present
Job
Industry Financial Services
Experience
Raymond James Financial Inc. December 2012 - Present
Education
University of South Florida 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Raymond James Financial Inc. December 2012 - Present
Education
University of South Florida 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Guang Gu's Raymond James Financial Inc. Experience June 2002 - Present
Job Senior Database Administrator at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2002 - Present
Raymond James Financial Inc. May 1998 - June 2002
Skills
Microsoft SQL Server, Data Warehousing, GoldenGate replication, Oracle Data Integrator, IBM Netezza, Windows Cluster, Disaster Recovery, EMC SAN, Powershell and BASH..., Cluster, SAN, Replication, GoldenGate, SQL Tuning, Netezza, Performance Tuning, EMC Storage, Oracle Fusion Middleware, Data Modeling, Databases, Microsoft Cluster, Requirements Analysis, SDLC, Visio, Systems Analysis
Education
University of Rhode Island 1992 — 1994
Master's degree, Natural Resource Economics
University of Rhode Island 1984 — 1987
Master's degree, Music
Raymond James Financial Inc. June 2002 - Present
Raymond James Financial Inc. May 1998 - June 2002
Skills
Microsoft SQL Server, Data Warehousing, GoldenGate replication, Oracle Data Integrator, IBM Netezza, Windows Cluster, Disaster Recovery, EMC SAN, Powershell and BASH..., Cluster, SAN, Replication, GoldenGate, SQL Tuning, Netezza, Performance Tuning, EMC Storage, Oracle Fusion Middleware, Data Modeling, Databases, Microsoft Cluster, Requirements Analysis, SDLC, Visio, Systems Analysis
Education
University of Rhode Island 1992 — 1994
Master's degree, Natural Resource Economics
University of Rhode Island 1984 — 1987
Master's degree, Music
Jessica Bressack's Raymond James Financial Inc. Experience July 2010 - October 2013
Job EDI Programmer, WellSystems
Industry Information Technology and Services
Experience
WellSystems October 2014 - Present
Fidelity National Information Services October 2013 - October 2014
Raymond James Financial Inc. July 2010 - October 2013
Masonite December 2007 - July 2010
Skills
SDLC, Business Analysis, EDI, Requirements Gathering, Requirements Analysis, Visio, SQL, Business Requirements, Systems Analysis, User Acceptance Testing, Software Documentation, Vendor Management, Microsoft SQL Server, Data Warehousing, Databases, Software Project..., Process Improvement, Integration, Data Modeling, Financial Services
Education
Florida Metropolitan University 2001 — 2003
Bachelor of Science (BS), Computer Science
University of Phoenix
Master's degree, Management Information Systems, General
WellSystems October 2014 - Present
Fidelity National Information Services October 2013 - October 2014
Raymond James Financial Inc. July 2010 - October 2013
Masonite December 2007 - July 2010
Skills
SDLC, Business Analysis, EDI, Requirements Gathering, Requirements Analysis, Visio, SQL, Business Requirements, Systems Analysis, User Acceptance Testing, Software Documentation, Vendor Management, Microsoft SQL Server, Data Warehousing, Databases, Software Project..., Process Improvement, Integration, Data Modeling, Financial Services
Education
Florida Metropolitan University 2001 — 2003
Bachelor of Science (BS), Computer Science
University of Phoenix
Master's degree, Management Information Systems, General
Joseph Borello's Raymond James Financial Inc. Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James Financial Inc. 2012 - 2013
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2009 - 2010
JPMorgan Chase 2006 - 2009
JPMorgan Chase 2002 - 2006
Skills
•Multi-unit operations..., •Human resources..., •Team building and..., •Performance management, •Customer relations..., •Call Center /..., •Handling of..., •Strategic planning, Operations Professional...
Education
University of Phoenix 2003 — 2004
Master of Business Administration (M.B.A.), International Business
Westminster College (PA) 1985 — 1989
Bachelor of Arts (BA), International Economics and Business/Spanish
Raymond James Financial Inc. 2012 - 2013
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2009 - 2010
JPMorgan Chase 2006 - 2009
JPMorgan Chase 2002 - 2006
Skills
•Multi-unit operations..., •Human resources..., •Team building and..., •Performance management, •Customer relations..., •Call Center /..., •Handling of..., •Strategic planning, Operations Professional...
Education
University of Phoenix 2003 — 2004
Master of Business Administration (M.B.A.), International Business
Westminster College (PA) 1985 — 1989
Bachelor of Arts (BA), International Economics and Business/Spanish
Eric Ogden's Raymond James Financial Inc. Experience 2008 - September 2014
Job Business Systems Consultant 3 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
RagingWire Data Centers November 2014 - Present
Raymond James Financial Inc. 2008 - September 2014
Raymond James Financial Inc. 2000 - 2008
Raymond James Financial Inc. 1997 - 2000
Skills
Strategic Planning, Needs Analysis, Customer Service, System Administration, System Migration, System Deployments, Project Management, Process Improvement, Quality Assurance, Training & Development, Technical Support, Vendor Relations, Relationship Management, Mergers & Acquisitions, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Business Analysis, Series 7, Disaster Recovery, Computer Hardware..., Customer Service...
Education
University of South Florida
Bachelor of Arts (B.A.), Mathematics
Wells Fargo March 2015 - Present
RagingWire Data Centers November 2014 - Present
Raymond James Financial Inc. 2008 - September 2014
Raymond James Financial Inc. 2000 - 2008
Raymond James Financial Inc. 1997 - 2000
Skills
Strategic Planning, Needs Analysis, Customer Service, System Administration, System Migration, System Deployments, Project Management, Process Improvement, Quality Assurance, Training & Development, Technical Support, Vendor Relations, Relationship Management, Mergers & Acquisitions, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Business Analysis, Series 7, Disaster Recovery, Computer Hardware..., Customer Service...
Education
University of South Florida
Bachelor of Arts (B.A.), Mathematics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS