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
Jose Abarca Jose Abarca's Raymond James Financial Inc. Experience February 2013 - December 2013
Job Data Analyst Supplier Performance Measurement at Boeing
Industry
Experience
Boeing April 2014 - Present
Boeing December 2013 - Present
Raymond James Financial Inc. February 2013 - December 2013
HBIF of Florida, Inc. August 2012 - February 2013
Skills
SQL, SharePoint, Microsoft Office, Data Analysis, Microsoft Excel, Business Analysis, Microsoft SQL Server, Project Management, Business Intelligence..., Internet Security, Analysis, Databases, Oracle, Process Improvement, Java, Public Speaking, C#, Team Leadership, Business Strategy, Strategic Planning, Statistics, Data Warehousing, Data Mining, SDLC, T-SQL, Requirements Analysis, MySQL, Analytics, Teradata, ETL, Perl
Education
University of South Florida - College of Business Administration 2011 — 2013
Bachelor’s Degree, Management Information Systems, GPA: 3.9
Boeing April 2014 - Present
Boeing December 2013 - Present
Raymond James Financial Inc. February 2013 - December 2013
HBIF of Florida, Inc. August 2012 - February 2013
Skills
SQL, SharePoint, Microsoft Office, Data Analysis, Microsoft Excel, Business Analysis, Microsoft SQL Server, Project Management, Business Intelligence..., Internet Security, Analysis, Databases, Oracle, Process Improvement, Java, Public Speaking, C#, Team Leadership, Business Strategy, Strategic Planning, Statistics, Data Warehousing, Data Mining, SDLC, T-SQL, Requirements Analysis, MySQL, Analytics, Teradata, ETL, Perl
Education
University of South Florida - College of Business Administration 2011 — 2013
Bachelor’s Degree, Management Information Systems, GPA: 3.9
Nneka Smith, CPA Nneka Smith, CPA's Raymond James Financial Inc. Experience November 2011 - July 2012
Job Audit Assistant at Deloitte and Touche
Industry Accounting
Experience
Deloitte and Touche September 2013 - Present
Raymond James Financial Inc. November 2011 - July 2012
PwC June 2011 - July 2011
Skills
Accounting, Enterprise Risk..., CPA, GAAP, Financial Accounting, Financial Analysis, Microsoft Office, Financial Reporting, Internal Controls, Microsoft Excel, Auditing, PowerPoint, SEC Filings, Microsoft Word, US GAAP
Education
University of South Florida 2011 — 2012
Master's degree, Accounting
University of South Florida 2007 — 2011
Bachelor of Science (BS), Accounting
Deloitte and Touche September 2013 - Present
Raymond James Financial Inc. November 2011 - July 2012
PwC June 2011 - July 2011
Skills
Accounting, Enterprise Risk..., CPA, GAAP, Financial Accounting, Financial Analysis, Microsoft Office, Financial Reporting, Internal Controls, Microsoft Excel, Auditing, PowerPoint, SEC Filings, Microsoft Word, US GAAP
Education
University of South Florida 2011 — 2012
Master's degree, Accounting
University of South Florida 2007 — 2011
Bachelor of Science (BS), Accounting
Erica Lundblad Erica Lundblad's Raymond James Financial Inc. Experience December 2014 - Present
Job Registered Sales Assistant at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. December 2014 - Present
Morgan Stanley June 2013 - December 2014
City Furniture April 2012 - September 2012
T. Rowe Price October 2011 - February 2012
T. Rowe Price May 2011 - October 2011
T. Rowe Price August 2010 - May 2011
Skills
Sales, Management, Customer Service, Finance, Retail, Business Development, Leadership, Merchandising, Marketing, Store Management, Event Management, Social Media, PowerPoint, Microsoft Excel, Outlook, Public Speaking, Team Building, Financial Analysis, Recruiting, Event Planning, Microsoft Office, Investments, Social Media Marketing, Access, Account Management, Advertising, Analysis, Budgets, CRM, Customer Satisfaction, Data Analysis, Facebook, Forecasting, Market Research, Marketing Strategy, Microsoft Word, Public Relations, Research, Salesforce.com, Social Networking, Strategic Planning, Team Leadership, Time Management, Training
Education
University of South Florida 2006 — 2010
Bachelors of Science, Economics, Communication
University of South Florida Honors College
Raymond James Financial Inc. December 2014 - Present
Morgan Stanley June 2013 - December 2014
City Furniture April 2012 - September 2012
T. Rowe Price October 2011 - February 2012
T. Rowe Price May 2011 - October 2011
T. Rowe Price August 2010 - May 2011
Skills
Sales, Management, Customer Service, Finance, Retail, Business Development, Leadership, Merchandising, Marketing, Store Management, Event Management, Social Media, PowerPoint, Microsoft Excel, Outlook, Public Speaking, Team Building, Financial Analysis, Recruiting, Event Planning, Microsoft Office, Investments, Social Media Marketing, Access, Account Management, Advertising, Analysis, Budgets, CRM, Customer Satisfaction, Data Analysis, Facebook, Forecasting, Market Research, Marketing Strategy, Microsoft Word, Public Relations, Research, Salesforce.com, Social Networking, Strategic Planning, Team Leadership, Time Management, Training
Education
University of South Florida 2006 — 2010
Bachelors of Science, Economics, Communication
University of South Florida Honors College
Helen Dann Helen Dann's Raymond James Financial Inc. Experience July 1998 - August 1999
Job Senior Accountant at Greenway Health
Industry Marketing and Advertising
Experience
Greenway Health September 2014 - Present
TimeShare Adventures, Inc. March 2004 - September 2014
Allstate Financial November 2001 - March 2004
A.G. Edwards & Sons, Inc. November 2000 - October 2001
Industries Training Corporation August 1999 - November 2000
Raymond James Financial Inc. July 1998 - August 1999
Sterling Holdings, Inc. February 1997 - July 1998
Proven Edge, Inc. January 1996 - February 1997
Skills
Accounting, Analysis, Business Development, Team Building, Financial Reporting, Time Management, Financial Accounting, Financial Analysis, Operations Management, Process Improvement, Payroll, Payroll Taxes, General Ledger, Accounts Receivable, Accounts Payable, Account Reconciliation, Budgets, Forecasting, Auditing, Internal Controls, GAAP, Data Analysis, Hiring, Employee Training, Employee Benefits, Managing Database, Customer Acquisition, Customer Service..., Sales, Microsoft Excel, Crystal Reports, QuickBooks, Microsoft Office, Microsoft Word
Education
J.E. McAteer
University of South Florida
Bachelor of Science (B.S.), Accounting
Greenway Health September 2014 - Present
TimeShare Adventures, Inc. March 2004 - September 2014
Allstate Financial November 2001 - March 2004
A.G. Edwards & Sons, Inc. November 2000 - October 2001
Industries Training Corporation August 1999 - November 2000
Raymond James Financial Inc. July 1998 - August 1999
Sterling Holdings, Inc. February 1997 - July 1998
Proven Edge, Inc. January 1996 - February 1997
Skills
Accounting, Analysis, Business Development, Team Building, Financial Reporting, Time Management, Financial Accounting, Financial Analysis, Operations Management, Process Improvement, Payroll, Payroll Taxes, General Ledger, Accounts Receivable, Accounts Payable, Account Reconciliation, Budgets, Forecasting, Auditing, Internal Controls, GAAP, Data Analysis, Hiring, Employee Training, Employee Benefits, Managing Database, Customer Acquisition, Customer Service..., Sales, Microsoft Excel, Crystal Reports, QuickBooks, Microsoft Office, Microsoft Word
Education
J.E. McAteer
University of South Florida
Bachelor of Science (B.S.), Accounting
Jeff Fordham Jeff Fordham's Raymond James Financial Inc. Experience January 2000 - Present
Job Managing Director and Head of Corporate & Executive Services at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2000 - Present
Raymond James Financial Inc. January 1993 - January 2000
ITT Commercial Finance January 1991 - January 1993
Skills
Credit, Portfolio Management, Finance, Financial Analysis, Banking, Risk Management, Investments, Equities, Financial Planning, Financial Risk, Asset Management, Capital Markets, Financial Modeling
Education
University of South Florida 1986 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services
University of South Florida 1986 — 1990
Bachelor of Science (B.S.), Finance, General
University of South Florida
Finance
Raymond James Financial Inc. January 2000 - Present
Raymond James Financial Inc. January 1993 - January 2000
ITT Commercial Finance January 1991 - January 1993
Skills
Credit, Portfolio Management, Finance, Financial Analysis, Banking, Risk Management, Investments, Equities, Financial Planning, Financial Risk, Asset Management, Capital Markets, Financial Modeling
Education
University of South Florida 1986 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services
University of South Florida 1986 — 1990
Bachelor of Science (B.S.), Finance, General
University of South Florida
Finance
Nina Morados Nina Morados's Raymond James Financial Inc. Experience January 2010 - June 2014
Job Senior AP Accountant at Tribridge
Industry Financial Services
Experience
Tribridge June 2014 - Present
Raymond James Financial Inc. January 2010 - June 2014
Raymond James Financial Inc. January 2008 - January 2010
Raymond James Financial Inc. July 2007 - January 2008
Skills
General Ledger, Financial Analysis, Financial Reporting, Accounting, Process Improvement, Microsoft Excel, CRM, Microsoft Office
Education
University of South Florida
Bachelor of Science (B.S.), Accounting
Tribridge June 2014 - Present
Raymond James Financial Inc. January 2010 - June 2014
Raymond James Financial Inc. January 2008 - January 2010
Raymond James Financial Inc. July 2007 - January 2008
Skills
General Ledger, Financial Analysis, Financial Reporting, Accounting, Process Improvement, Microsoft Excel, CRM, Microsoft Office
Education
University of South Florida
Bachelor of Science (B.S.), Accounting
Juan David Larraondo Juan David Larraondo's Raymond James Financial Inc. Experience September 2014 - Present
Job IT GRC Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
US Air Force Reserve July 2010 - Present
Jabil January 2013 - September 2014
Express Scripts January 2010 - December 2012
FIS April 2008 - September 2009
Skills
Process Improvement, Quality Assurance, Project Management, SDLC, Six Sigma, Testing, Business Analysis, Requirements Analysis, IT Audit, General Controls, SOX Compliancy, Python, HTML, Third Party Vendor..., Information Security, Vendor Management
Education
University of South Florida 2005 — 2008
Bachelor of Arts (B.A.), International/Global Studies
Raymond James Financial Inc. September 2014 - Present
US Air Force Reserve July 2010 - Present
Jabil January 2013 - September 2014
Express Scripts January 2010 - December 2012
FIS April 2008 - September 2009
Skills
Process Improvement, Quality Assurance, Project Management, SDLC, Six Sigma, Testing, Business Analysis, Requirements Analysis, IT Audit, General Controls, SOX Compliancy, Python, HTML, Third Party Vendor..., Information Security, Vendor Management
Education
University of South Florida 2005 — 2008
Bachelor of Arts (B.A.), International/Global Studies
Laurie Lawther Laurie Lawther's Raymond James Financial Inc. Experience August 1998 - June 1999
Job Office Administrator
Industry Religious Institutions
Experience
Calvary Episcopal Church December 2014 - Present
John Ralph and Associates, CPA January 2014 - May 2014
Cass Malloy Training June 1999 - August 2001
Raymond James Financial Inc. August 1998 - June 1999
Productivity Point International November 1997 - August 1998
World Color New Media November 1996 - September 1997
Bankers Insurance August 1995 - October 1996
Skills
Church Administration, Leadership, Training, Public Speaking, Organizational..., Leadership Development, Non-profits, Event Planning, Community Outreach, Coaching, Employee Training, Customer Service, Human Resources, Employee Relations, Team Building, Detailed Organization, Project Management, Fundraising, Interviews, Recruiting, Nonprofits, Church Windows, QuickBooks, Talent Acquisition, Microsoft Applications, Background Checks, Instructor-led Training, Volunteer Recruiting, Project Coordination, Trello
Education
University of South Florida 1990 — 1995
Bachelor's degree, Sociology
Calvary Episcopal Church December 2014 - Present
John Ralph and Associates, CPA January 2014 - May 2014
Cass Malloy Training June 1999 - August 2001
Raymond James Financial Inc. August 1998 - June 1999
Productivity Point International November 1997 - August 1998
World Color New Media November 1996 - September 1997
Bankers Insurance August 1995 - October 1996
Skills
Church Administration, Leadership, Training, Public Speaking, Organizational..., Leadership Development, Non-profits, Event Planning, Community Outreach, Coaching, Employee Training, Customer Service, Human Resources, Employee Relations, Team Building, Detailed Organization, Project Management, Fundraising, Interviews, Recruiting, Nonprofits, Church Windows, QuickBooks, Talent Acquisition, Microsoft Applications, Background Checks, Instructor-led Training, Volunteer Recruiting, Project Coordination, Trello
Education
University of South Florida 1990 — 1995
Bachelor's degree, Sociology
Julia Vejins's Raymond James Financial Inc. Experience December 2014 - Present
Job Vice President, Asset Management Services at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. September 2012 - Present
Eagle Asset Management St. Petersburg, FL February 2012 - September 2012
Eagle Asset Management St Petersburg, FL May 2011 - February 2012
Skills
General Securities..., Series 7, Life & Health Insurance..., Options Strategies, Marketing Research, Bloomberg Software, FactSet Software, Municipal Bonds, InDesign, Financial Statement..., Dimensions of..., Zephyr Style Advisor, Morningstar Direct, Microsoft Office, Sales, Microsoft Excel
Education
University of South Florida 2008 — 2011
Bachelor of Science (B.S.), Finance/Marketing
University of South Florida
Masters of Science in Finance, Finance, General
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. September 2012 - Present
Eagle Asset Management St. Petersburg, FL February 2012 - September 2012
Eagle Asset Management St Petersburg, FL May 2011 - February 2012
Skills
General Securities..., Series 7, Life & Health Insurance..., Options Strategies, Marketing Research, Bloomberg Software, FactSet Software, Municipal Bonds, InDesign, Financial Statement..., Dimensions of..., Zephyr Style Advisor, Morningstar Direct, Microsoft Office, Sales, Microsoft Excel
Education
University of South Florida 2008 — 2011
Bachelor of Science (B.S.), Finance/Marketing
University of South Florida
Masters of Science in Finance, Finance, General
John David Gay John David Gay's Raymond James Financial Inc. Experience 1992 - 1996
Job Manager at Stakemill
Industry Building Materials
Experience
Stakemill October 2004 - Present
Valpak 1996 - 2002
Raymond James Financial Inc. 1992 - 1996
United States Air Force 1983 - 1989
Skills
Sales Management, New Business Development, Microsoft Office, Sales Operations, Marketing Strategy, Strategic Planning, Project Planning, Business Development, Sales, Cold Calling, Customer Service, Negotiation, Surveying, Training, Marketing, Management, Project Management, Team Building, Leadership, Security
Education
University of South Florida 1992 — 1994
Psychology/Biology
Northside Christian 1980 — 1982
Stakemill October 2004 - Present
Valpak 1996 - 2002
Raymond James Financial Inc. 1992 - 1996
United States Air Force 1983 - 1989
Skills
Sales Management, New Business Development, Microsoft Office, Sales Operations, Marketing Strategy, Strategic Planning, Project Planning, Business Development, Sales, Cold Calling, Customer Service, Negotiation, Surveying, Training, Marketing, Management, Project Management, Team Building, Leadership, Security
Education
University of South Florida 1992 — 1994
Psychology/Biology
Northside Christian 1980 — 1982
Rita Cathey Rita Cathey's Raymond James Financial Inc. Experience 2001 - 2003
Job Independent Financial Services Professional
Industry Financial Services
Experience
Raymond James Financial Inc. 2001 - 2003
Education
University of South Florida
University of Wisconsin-Milwaukee
Raymond James Financial Inc. 2001 - 2003
Education
University of South Florida
University of Wisconsin-Milwaukee
Kristin Koscho, CMP Kristin Koscho, CMP's Raymond James Financial Inc. Experience August 2003 - Present
Job Meeting Planner at Raymond James Financial Services
Industry Events Services
Experience
Raymond James Financial Inc. August 2003 - Present
Raymond James Financial Inc. October 2001 - August 2003
Mind Control, Inc May 2000 - August 2001
Skills
Meeting Planning, Budgets, Contract Negotiation, Microsoft Excel, Event Planning, Corporate Events, Event Management, Registration, Management, Time Management, PowerPoint, Marketing Strategy, Marketing, Customer Service, Public Relations, Sales, Hospitality, Trade Shows, Marketing Communications
Education
University of South Florida 1997 — 2000
B.S., Marketing
University of South Florida 1997 — 2000
Marketing
Raymond James Financial Inc. August 2003 - Present
Raymond James Financial Inc. October 2001 - August 2003
Mind Control, Inc May 2000 - August 2001
Skills
Meeting Planning, Budgets, Contract Negotiation, Microsoft Excel, Event Planning, Corporate Events, Event Management, Registration, Management, Time Management, PowerPoint, Marketing Strategy, Marketing, Customer Service, Public Relations, Sales, Hospitality, Trade Shows, Marketing Communications
Education
University of South Florida 1997 — 2000
B.S., Marketing
University of South Florida 1997 — 2000
Marketing
Colt Carson Colt Carson's Raymond James Financial Inc. Experience July 2015 - Present
Job Institutional Equity Sales Analyst at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
University of South Florida March 2014 - May 2015
University of South Florida March 2013 - May 2015
University of South Florida April 2014 - December 2014
Raymond James Financial Inc. June 2014 - August 2014
University of South Florida January 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Leadership, Time Management, Outlook, Social Networking, Data Analysis, Finance, Budgets
Education
University of South Florida 2012 — 2015
Bachelor of Science (B.S.), Finance
University of South Florida 2012 — 2015
Bachelor of Science (B.S.), Business Administration and Management
Raymond James Financial, Inc. July 2015 - Present
University of South Florida March 2014 - May 2015
University of South Florida March 2013 - May 2015
University of South Florida April 2014 - December 2014
Raymond James Financial Inc. June 2014 - August 2014
University of South Florida January 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Leadership, Time Management, Outlook, Social Networking, Data Analysis, Finance, Budgets
Education
University of South Florida 2012 — 2015
Bachelor of Science (B.S.), Finance
University of South Florida 2012 — 2015
Bachelor of Science (B.S.), Business Administration and Management
Maria Lisa Crater, CFE, CPA's Raymond James Financial Inc. Experience July 1986 - July 1989
Job Lead Accountant at Transamerica
Industry Financial Services
Experience
Transamerica January 2015 - Present
Yale Capital Corporation April 2013 - January 2015
Lisa Crater, CPA August 2012 - March 2013
Eagle Asset Management September 2008 - July 2012
Eagle Asset Management July 1994 - September 2008
Eagle Asset Management July 1989 - July 1994
Raymond James Financial Inc. July 1986 - July 1989
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Audit, Crystal Reports, Hyperion Reports, Internal Controls, SQL, MS Office, Oracle Applications, Computron, QuickBooks, Equities
Education
University of South Florida 1984 — 1986
Bachelor of Arts (B.A.), Accounting
Northeast High School
High School Diploma
Transamerica January 2015 - Present
Yale Capital Corporation April 2013 - January 2015
Lisa Crater, CPA August 2012 - March 2013
Eagle Asset Management September 2008 - July 2012
Eagle Asset Management July 1994 - September 2008
Eagle Asset Management July 1989 - July 1994
Raymond James Financial Inc. July 1986 - July 1989
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Audit, Crystal Reports, Hyperion Reports, Internal Controls, SQL, MS Office, Oracle Applications, Computron, QuickBooks, Equities
Education
University of South Florida 1984 — 1986
Bachelor of Arts (B.A.), Accounting
Northeast High School
High School Diploma
Lauren Ahern Lauren Ahern's Raymond James Financial Inc. Experience October 2014 - Present
Job Assistant Regional Director IAD at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. October 2014 - Present
Eagle Asset Management December 2011 - October 2014
Raymond James Financial Inc. January 2007 - December 2011
Raymond James Financial Inc. November 2005 - January 2007
Skills
Financial Recruiting, RIA, Financial Services, Investments, Securities, Asset Allocation, Mutual Funds, ETFs, FINRA, Series 7, Uniform Combined State..., Series 24, Series 65
Education
University of South Florida - College of Business Administration 2008 — 2010
Master of Business Administration (MBA), Finance and International Business
University of South Florida-St. Petersburg Campus 2001 — 2005
Bachelor of Arts (BA), Psychology, 3.97
Raymond James Financial Inc. October 2014 - Present
Eagle Asset Management December 2011 - October 2014
Raymond James Financial Inc. January 2007 - December 2011
Raymond James Financial Inc. November 2005 - January 2007
Skills
Financial Recruiting, RIA, Financial Services, Investments, Securities, Asset Allocation, Mutual Funds, ETFs, FINRA, Series 7, Uniform Combined State..., Series 24, Series 65
Education
University of South Florida - College of Business Administration 2008 — 2010
Master of Business Administration (MBA), Finance and International Business
University of South Florida-St. Petersburg Campus 2001 — 2005
Bachelor of Arts (BA), Psychology, 3.97
Matthew Schaefer's Raymond James Financial Inc. Experience November 2014 - Present
Job Senior Compliance Analyst at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2014 - Present
Raymond James Financial Inc. July 2013 - November 2014
Varsity Brands May 2007 - August 2013
Integrated Comm. Systems March 2011 - February 2013
Puma May 2006 - May 2009
George F. Young, Inc. May 2005 - May 2007
Skills
Series 7, Series 24, Sales, Customer Service, E-commerce, Marketing, Social Media Marketing, Social Media, Account Management, New Business Development, Microsoft Office, Public Speaking, Sales Management, Cold Calling, Marketing Strategy, Public Relations, Event Planning
Education
University of South Florida 2004 — 2010
BA, Political Science
Raymond James Financial, Inc. November 2014 - Present
Raymond James Financial Inc. July 2013 - November 2014
Varsity Brands May 2007 - August 2013
Integrated Comm. Systems March 2011 - February 2013
Puma May 2006 - May 2009
George F. Young, Inc. May 2005 - May 2007
Skills
Series 7, Series 24, Sales, Customer Service, E-commerce, Marketing, Social Media Marketing, Social Media, Account Management, New Business Development, Microsoft Office, Public Speaking, Sales Management, Cold Calling, Marketing Strategy, Public Relations, Event Planning
Education
University of South Florida 2004 — 2010
BA, Political Science
Anthony Gentry Anthony Gentry's Raymond James Financial Inc. Experience June 2014 - Present
Job Compliance Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
Citi January 2013 - May 2014
Capital One January 2010 - October 2012
Skills
Loans, Mortgage Banking, Credit, FHA, Loss Mitigation, Refinance, Banking, Credit Analysis, Security Compliance, Analysis, Financial Analysis, Credit Card Fraud, Operational Risk, Risk Management, Internal Controls, Leadership, Customer Service, Sales, Financial Audits, Microsoft Office, Process Improvement, Finance, Financial Risk, Financial Markets
Education
University of South Florida
Bachelor of Science (B.S.)
University of South Florida - College of Business Administration
Bachelor of Science (B.S.), Business Economics
Raymond James Financial Inc. June 2014 - Present
Citi January 2013 - May 2014
Capital One January 2010 - October 2012
Skills
Loans, Mortgage Banking, Credit, FHA, Loss Mitigation, Refinance, Banking, Credit Analysis, Security Compliance, Analysis, Financial Analysis, Credit Card Fraud, Operational Risk, Risk Management, Internal Controls, Leadership, Customer Service, Sales, Financial Audits, Microsoft Office, Process Improvement, Finance, Financial Risk, Financial Markets
Education
University of South Florida
Bachelor of Science (B.S.)
University of South Florida - College of Business Administration
Bachelor of Science (B.S.), Business Economics
Christelle Joseph Christelle Joseph's Raymond James Financial Inc. Experience September 2012 - May 2013
Job Technology Analyst at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. June 2013 - Present
Raymond James Financial Inc. September 2012 - May 2013
UTC Fire & Security June 2012 - September 2012
Skills
SQL, Java, JavaScript, HTML, CSS, Business Analysis, Quality Assurance, User Acceptance Testing, Architectural Design, Product Design
Education
University of South Florida 2009 — 2014
Bachelor of Science (B.S.), Information Technology
JPMorgan Chase & Co. June 2013 - Present
Raymond James Financial Inc. September 2012 - May 2013
UTC Fire & Security June 2012 - September 2012
Skills
SQL, Java, JavaScript, HTML, CSS, Business Analysis, Quality Assurance, User Acceptance Testing, Architectural Design, Product Design
Education
University of South Florida 2009 — 2014
Bachelor of Science (B.S.), Information Technology
Irina Boudreau Irina Boudreau's Raymond James Financial Inc. Experience May 2005 - January 2010
Job Velvet Ink Media LLC, CoOwner
Industry Online Media
Experience
Velvet Ink Media LLC January 2010 - Present
Raymond James Financial Inc. May 2005 - January 2010
Raymond James Financial Inc. June 2004 - May 2005
Skills
Project Management, Project Planning, Communication Skills, Time Line Management, Proposal Generation, Web Development, Social Media, Corporate Branding, Creative Direction, Adobe Design Programs, Multilingual
Education
University of South Florida 2001 — 2004
BS, International Business, Finance
University of South Florida 2001 — 2004
BS in International Business, International Business, Marketing
Velvet Ink Media LLC January 2010 - Present
Raymond James Financial Inc. May 2005 - January 2010
Raymond James Financial Inc. June 2004 - May 2005
Skills
Project Management, Project Planning, Communication Skills, Time Line Management, Proposal Generation, Web Development, Social Media, Corporate Branding, Creative Direction, Adobe Design Programs, Multilingual
Education
University of South Florida 2001 — 2004
BS, International Business, Finance
University of South Florida 2001 — 2004
BS in International Business, International Business, Marketing
Lauren Sheerajin Lauren Sheerajin's Raymond James Financial Inc. Experience 2002 - 2013
Job Software Engineer at Cincinnati, OH
Industry Information Technology and Services
Experience
London Computer Systems 2013 - Present
Raymond James Financial Inc. 2002 - 2013
Medical College of Georgia 2001 - 2002
Raymond James Financial Inc. 1997 - 2001
Raymond James Financial Inc. January 1997 - May 1997
Skills
.NET, C#, Visual Basic, VB.NET, Microsoft SQL Server, XML, Enterprise Library, WCF Services, ASP.NET, HTML, CSS, JavaScript, XML\Soap Web Services, WPF Development, WinForms, ADO.NET, Visual Studio, Infragistics, Digital Signatures, SAML, Best Practices, SOA, StarTeam, IIS, SharePoint, Databases, SDLC, SQL
Education
University of South Florida - College of Business Administration
Bachelor of Science (B.S.), Management Information Systems and Services
University of South Florida
Bachelor's degree, Management Information Systems, General
London Computer Systems 2013 - Present
Raymond James Financial Inc. 2002 - 2013
Medical College of Georgia 2001 - 2002
Raymond James Financial Inc. 1997 - 2001
Raymond James Financial Inc. January 1997 - May 1997
Skills
.NET, C#, Visual Basic, VB.NET, Microsoft SQL Server, XML, Enterprise Library, WCF Services, ASP.NET, HTML, CSS, JavaScript, XML\Soap Web Services, WPF Development, WinForms, ADO.NET, Visual Studio, Infragistics, Digital Signatures, SAML, Best Practices, SOA, StarTeam, IIS, SharePoint, Databases, SDLC, SQL
Education
University of South Florida - College of Business Administration
Bachelor of Science (B.S.), Management Information Systems and Services
University of South Florida
Bachelor's degree, Management Information Systems, General
Cesar Baena Cesar Baena's Raymond James Financial Inc. Experience August 2007 - May 2008
Job Software Engineer at ConnectWise
Industry Computer Software
Experience
ConnectWise May 2008 - Present
Raymond James Financial Inc. August 2007 - May 2008
Skills
APIs, Amazon Web Services..., RESTful WebServices, JSON, API Development, Web Services API, C#, ASP.NET, Visual Studio, .NET, ASP.NET MVC, SQL, jQuery, LINQ, JavaScript, HTML, XML
Education
University of South Florida 2004 — 2008
Bachelor's degree, Computer Engineering
ConnectWise May 2008 - Present
Raymond James Financial Inc. August 2007 - May 2008
Skills
APIs, Amazon Web Services..., RESTful WebServices, JSON, API Development, Web Services API, C#, ASP.NET, Visual Studio, .NET, ASP.NET MVC, SQL, jQuery, LINQ, JavaScript, HTML, XML
Education
University of South Florida 2004 — 2008
Bachelor's degree, Computer Engineering
Felicia Tielli Felicia Tielli's Raymond James Financial Inc. Experience 2005 - 2007
Job Vice President, Global Technology
Industry Information Technology and Services
Experience
JPMorgan Chase 2011 - Present
Raymond James Financial Inc. 2005 - 2007
Raymond James Financial Inc. 2000 - 2005
Raymond James Financial Inc. 1999 - 2000
Raymond James Financial Inc. 1996 - 1999
Chase 1994 - 1996
Education
University of South Florida
Master of Business Administration (MBA), Information Technology and Finance, 4.0
University of South Florida
Bachelor of Science (BS), Management Information Systems, Graduated Magna Cum Laude
JPMorgan Chase 2011 - Present
Raymond James Financial Inc. 2005 - 2007
Raymond James Financial Inc. 2000 - 2005
Raymond James Financial Inc. 1999 - 2000
Raymond James Financial Inc. 1996 - 1999
Chase 1994 - 1996
Education
University of South Florida
Master of Business Administration (MBA), Information Technology and Finance, 4.0
University of South Florida
Bachelor of Science (BS), Management Information Systems, Graduated Magna Cum Laude
Le Huynh-Brielmaier Le Huynh-Brielmaier's Raymond James Financial Inc. Experience July 2014 - Present
Job Compliance Advisor
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. August 2012 - July 2014
Outback Steakhouse January 2007 - August 2012
Skills
Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Accounting, Inventory Management, Call Centers, Software Documentation
Education
University of South Florida 2007 — 2012
Bachelor of Science (B.S.), Accounting
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. August 2012 - July 2014
Outback Steakhouse January 2007 - August 2012
Skills
Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Accounting, Inventory Management, Call Centers, Software Documentation
Education
University of South Florida 2007 — 2012
Bachelor of Science (B.S.), Accounting
Robb Bruce Robb Bruce's Raymond James Financial Inc. Experience October 2011 - Present
Job Creative Agency Director, Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. October 2011 - Present
Raymond James Financial Inc. January 2001 - October 2011
Raymond James Financial Inc. June 1996 - January 2001
Raymond James Financial Inc. April 1994 - June 1996
Raymond James Financial Inc. October 1992 - April 1994
Raymond James Financial Inc. June 1991 - October 1992
Skills
Agency Direction, Creative Direction, Corporate Branding, Writing, Series 24, Long Distance Running, Management, Brand Management, Agency Leadership, Creative Strategy, Managing Agency..., Copywriting, Marketing, Advertising
Education
University of South Florida 2012 — 2014
Master of Arts (MA), Communication, General
Eckerd College
BA, Business Management
Raymond James Financial Inc. October 2011 - Present
Raymond James Financial Inc. January 2001 - October 2011
Raymond James Financial Inc. June 1996 - January 2001
Raymond James Financial Inc. April 1994 - June 1996
Raymond James Financial Inc. October 1992 - April 1994
Raymond James Financial Inc. June 1991 - October 1992
Skills
Agency Direction, Creative Direction, Corporate Branding, Writing, Series 24, Long Distance Running, Management, Brand Management, Agency Leadership, Creative Strategy, Managing Agency..., Copywriting, Marketing, Advertising
Education
University of South Florida 2012 — 2014
Master of Arts (MA), Communication, General
Eckerd College
BA, Business Management
Carla Thomas-Johnson M.Ed. Carla Thomas-Johnson M.Ed.'s Raymond James Financial Inc. Experience January 2001 - January 2006
Job Marketing, Management & Directorial Exp. Pro Sports Entertainment Dance/Cheer Director&Choreographer.
Industry Entertainment
Experience
Marketing Professional January 2002 - Present
Professional Choreography January 2002 - Present
Tampa Bay Buccaneers 2005 - Present
Cheer Girl Entertainment January 2002 - Present
School District of Hillsborough County June 2005 - Present
American Basketball Association January 2007 - December 2012
Arena Football League January 2008 - January 2008
National Indoor Football League January 2005 - December 2007
Raymond James Financial Inc. January 2001 - January 2006
Tampa Bay Buccaneers January 1998 - January 2003
Skills
Event Planning, Event Management, Sales, Marketing, Dance, Public Speaking, Entertainment, Community Outreach, Coaching, Management, Leadership, Microsoft Office, Social Networking, Fundraising, Superior Client Service, Talent Management, PowerPoint, Microsoft Word, Microsoft Excel, Photoshop, Outlook, Community relations, Choreography, Cheerleading camp..., Dance Camp Coordination, Purchasing, Retail Banking, Fashion Retail..., Franklin Covey, On-air Experience, On-air Hosting
Education
University of South Florida
Master's degree, Business Education
Marketing Professional January 2002 - Present
Professional Choreography January 2002 - Present
Tampa Bay Buccaneers 2005 - Present
Cheer Girl Entertainment January 2002 - Present
School District of Hillsborough County June 2005 - Present
American Basketball Association January 2007 - December 2012
Arena Football League January 2008 - January 2008
National Indoor Football League January 2005 - December 2007
Raymond James Financial Inc. January 2001 - January 2006
Tampa Bay Buccaneers January 1998 - January 2003
Skills
Event Planning, Event Management, Sales, Marketing, Dance, Public Speaking, Entertainment, Community Outreach, Coaching, Management, Leadership, Microsoft Office, Social Networking, Fundraising, Superior Client Service, Talent Management, PowerPoint, Microsoft Word, Microsoft Excel, Photoshop, Outlook, Community relations, Choreography, Cheerleading camp..., Dance Camp Coordination, Purchasing, Retail Banking, Fashion Retail..., Franklin Covey, On-air Experience, On-air Hosting
Education
University of South Florida
Master's degree, Business Education
Nate Blessing's Raymond James Financial Inc. Experience January 2012 - October 2012
Job Business Intelligence Consultant at Convergence Consulting Group
Industry Information Technology and Services
Experience
Convergence Consulting Group October 2012 - Present
Raymond James Financial Inc. January 2012 - October 2012
University of South Florida August 2011 - May 2012
United Soccer Leagues January 2011 - July 2011
Certified Records Management November 2009 - July 2010
Skills
Microsoft Office, Data Analysis, Visio, Access, SQL, Microsoft SQL Server, SQL Server Management..., PHP, HTML, JavaScript, SSIS, Spanish-speaking, Italian languages, Analysis Services, ETL, IBM Optim, Database Administration
Education
University of South Florida 2011 — 2012
Master of Science, Management of Information Systems
University of South Florida 2007 — 2011
B.S., Management of Information Systems
Convergence Consulting Group October 2012 - Present
Raymond James Financial Inc. January 2012 - October 2012
University of South Florida August 2011 - May 2012
United Soccer Leagues January 2011 - July 2011
Certified Records Management November 2009 - July 2010
Skills
Microsoft Office, Data Analysis, Visio, Access, SQL, Microsoft SQL Server, SQL Server Management..., PHP, HTML, JavaScript, SSIS, Spanish-speaking, Italian languages, Analysis Services, ETL, IBM Optim, Database Administration
Education
University of South Florida 2011 — 2012
Master of Science, Management of Information Systems
University of South Florida 2007 — 2011
B.S., Management of Information Systems
Harry Harbach's Raymond James Financial Inc. Experience 2004 - 2006
Job Director of Service Oriented Architecture at Phidiax, llc
Industry Information Technology and Services
Experience
Phidiax June 2013 - Present
Phidiax, llc January 2012 - June 2013
Raymond James & Associates 2005 - January 2012
Raymond James Financial Inc. 2004 - 2006
Southwest Securities 2001 - 2004
Dynamic Computing Services 1998 - 2001
Skills
Service Oriented..., BizTalk Architect, Integration Architect, SOA, ASP.NET, BizTalk, Design Patterns, Enterprise Software, .NET, SDLC, Software Documentation, Integration, XSLT, UML, Solution Architecture, Object Oriented Design, SQL, REST, Entity Framework, WCF, SOAP, Web Services, ESB, C#, EAI, Agile Methodologies, Microsoft SQL Server, WebSphere Message Broker, JavaScript, Software Development, WPF, Architecture, SSIS, WebSphere MQ, Java, SharePoint, SSRS, Windows Azure, Enterprise Architecture
Education
University of South Florida 1998 — 2012
Bachelor's degree, ISM
Phidiax June 2013 - Present
Phidiax, llc January 2012 - June 2013
Raymond James & Associates 2005 - January 2012
Raymond James Financial Inc. 2004 - 2006
Southwest Securities 2001 - 2004
Dynamic Computing Services 1998 - 2001
Skills
Service Oriented..., BizTalk Architect, Integration Architect, SOA, ASP.NET, BizTalk, Design Patterns, Enterprise Software, .NET, SDLC, Software Documentation, Integration, XSLT, UML, Solution Architecture, Object Oriented Design, SQL, REST, Entity Framework, WCF, SOAP, Web Services, ESB, C#, EAI, Agile Methodologies, Microsoft SQL Server, WebSphere Message Broker, JavaScript, Software Development, WPF, Architecture, SSIS, WebSphere MQ, Java, SharePoint, SSRS, Windows Azure, Enterprise Architecture
Education
University of South Florida 1998 — 2012
Bachelor's degree, ISM
Daniel Manning Daniel Manning's Raymond James Financial Inc. Experience September 2007 - July 2013
Job Consultant at Moffitt Cancer Center
Industry Hospital & Health Care
Experience
Moffitt Cancer Center July 2013 - Present
Raymond James Financial Inc. September 2007 - July 2013
E*TRADE Financial December 2006 - September 2007
E*TRADE Financial July 2006 - March 2007
Progressive Insurance December 2005 - December 2006
Skills
Management, Data Analysis, Marketing, Instructional Design, Sales, Leadership Development, Process Improvement, Strategic Planning, Onboarding, Team Building, Brand Development, Investments, Customer Service, Consulting, Business Development, Coaching, Analysis, Performance Management, Presentation Development, Strategy, Public Speaking, Program Management, Change Management, Business Analysis, Entrepreneurship
Education
University of South Florida 2009 — 2012
Masters, Business Administration
University of South Florida 2000 — 2004
Bachelor of Science, Political Science
Moffitt Cancer Center July 2013 - Present
Raymond James Financial Inc. September 2007 - July 2013
E*TRADE Financial December 2006 - September 2007
E*TRADE Financial July 2006 - March 2007
Progressive Insurance December 2005 - December 2006
Skills
Management, Data Analysis, Marketing, Instructional Design, Sales, Leadership Development, Process Improvement, Strategic Planning, Onboarding, Team Building, Brand Development, Investments, Customer Service, Consulting, Business Development, Coaching, Analysis, Performance Management, Presentation Development, Strategy, Public Speaking, Program Management, Change Management, Business Analysis, Entrepreneurship
Education
University of South Florida 2009 — 2012
Masters, Business Administration
University of South Florida 2000 — 2004
Bachelor of Science, Political Science
Giselle Lara Giselle Lara's Raymond James Financial Inc. Experience October 2013 - Present
Job Senior Internal Auditor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. January 2013 - October 2013
Raymond James Financial Inc. January 2011 - December 2012
PwC January 2012 - May 2012
Raymond James Financial Inc. May 2010 - January 2011
Skills
Time Management, Prioritization, Teamwork, Internal Audit, Auditing, Internal Controls, Finance, Access, Sarbanes-Oxley Act, Analytical Skills
Education
University of South Florida - College of Business Administration 2011 — 2013
MAcc
University of South Florida - College of Business Administration 2007 — 2011
BA
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. January 2013 - October 2013
Raymond James Financial Inc. January 2011 - December 2012
PwC January 2012 - May 2012
Raymond James Financial Inc. May 2010 - January 2011
Skills
Time Management, Prioritization, Teamwork, Internal Audit, Auditing, Internal Controls, Finance, Access, Sarbanes-Oxley Act, Analytical Skills
Education
University of South Florida - College of Business Administration 2011 — 2013
MAcc
University of South Florida - College of Business Administration 2007 — 2011
BA
Kareem Nemer Kareem Nemer's Raymond James Financial Inc. Experience August 2012 - April 2013
Job Business Analyst at Citi
Industry Higher Education
Experience
Citi October 2013 - Present
PwC May 2013 - September 2013
Raymond James Financial Inc. August 2012 - April 2013
Sears Holdings Corporation September 2010 - July 2012
Skills
Data Entry, Sales, Analysis, Accounting, Customer Service, Microsoft Excel, Research, Financial Reporting, Cost Basis Reporting, Databases, Marketing, Microsoft Visio, Functional Requirements
Education
University of South Florida 2009 — 2013
Bachelor's degree, Finance
Citi October 2013 - Present
PwC May 2013 - September 2013
Raymond James Financial Inc. August 2012 - April 2013
Sears Holdings Corporation September 2010 - July 2012
Skills
Data Entry, Sales, Analysis, Accounting, Customer Service, Microsoft Excel, Research, Financial Reporting, Cost Basis Reporting, Databases, Marketing, Microsoft Visio, Functional Requirements
Education
University of South Florida 2009 — 2013
Bachelor's degree, Finance
Pamela Stergios Pamela Stergios's Raymond James Financial Inc. Experience April 2014 - Present
Job Tax Credit Analyst at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. April 2014 - Present
Raymond James & Associates, Inc January 2011 - April 2014
University of Tampa August 2009 - January 2011
Data Dome, Inc. June 2010 - August 2010
Bank of America May 2009 - August 2009
Tampa Bay Federal Credit Union May 2006 - May 2009
University of South Florida August 2004 - May 2006
OfficeTeam May 2005 - August 2005
Education
University of Tampa - John H. Sykes College of Business 2009 — 2010
Master's degree, Finance
University of South Florida 2002 — 2007
B.A., Finance and International Business
Raymond James Financial Inc. April 2014 - Present
Raymond James & Associates, Inc January 2011 - April 2014
University of Tampa August 2009 - January 2011
Data Dome, Inc. June 2010 - August 2010
Bank of America May 2009 - August 2009
Tampa Bay Federal Credit Union May 2006 - May 2009
University of South Florida August 2004 - May 2006
OfficeTeam May 2005 - August 2005
Education
University of Tampa - John H. Sykes College of Business 2009 — 2010
Master's degree, Finance
University of South Florida 2002 — 2007
B.A., Finance and International Business
Doug Waybright Doug Waybright's Raymond James Financial Inc. Experience February 2003 - June 2004
Job IT Manager at Transportality
Industry Transportation/Trucking/Railroad
Experience
Transportality August 2011 - Present
Publix August 2004 - September 2011
Raymond James Financial Inc. February 2003 - June 2004
Skills
MySQL DBA, PHP, Database Development
Education
University of South Florida 1999 — 2004
BS, Information Technology
Durant High School 1995 — 1999
Transportality August 2011 - Present
Publix August 2004 - September 2011
Raymond James Financial Inc. February 2003 - June 2004
Skills
MySQL DBA, PHP, Database Development
Education
University of South Florida 1999 — 2004
BS, Information Technology
Durant High School 1995 — 1999
Katy Campbell Katy Campbell's Raymond James Financial Inc. Experience April 2008 - Present
Job Forms Administrator at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2008 - Present
Dr. Meena Jain M.D. October 2006 - February 2008
AE Digital December 2005 - October 2006
Abercrombie & Fitch, International Mall September 2005 - December 2005
Skills
Technical Writing, Editing, Document Design, HP Exstream Document..., Adobe Acrobat, Adobe LiveCycle Designer, Microsoft Sharepoint, Microsoft Office
Education
University of South Florida 2004 — 2009
Bachelors, Economics
Hamilton Central High School 2000 — 2004
Raymond James Financial Inc. April 2008 - Present
Dr. Meena Jain M.D. October 2006 - February 2008
AE Digital December 2005 - October 2006
Abercrombie & Fitch, International Mall September 2005 - December 2005
Skills
Technical Writing, Editing, Document Design, HP Exstream Document..., Adobe Acrobat, Adobe LiveCycle Designer, Microsoft Sharepoint, Microsoft Office
Education
University of South Florida 2004 — 2009
Bachelors, Economics
Hamilton Central High School 2000 — 2004
Michael Schopler's Raymond James Financial Inc. Experience January 2015 - Present
Job Trading Desk Assistant Equity Capital Markets at Raymond James Financial Inc
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
Ballast Point Ventures May 2014 - December 2014
University of South Florida August 2013 - May 2014
JPMorgan Chase June 2013 - August 2013
Lambeth Company CPA February 2013 - May 2013
Scottrade June 2012 - January 2013
Edwards Student Housing Management Company January 2012 - May 2012
Skills
Investments, Financial Analysis, Finance, Equities, Financial Statement..., Leadership, Equity Valuation, Asset Allocation, Public Speaking, Valuation, Sales, Microsoft Excel, Customer Service, Accounting
Education
University of South Florida 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Raymond James Financial Inc. January 2015 - Present
Ballast Point Ventures May 2014 - December 2014
University of South Florida August 2013 - May 2014
JPMorgan Chase June 2013 - August 2013
Lambeth Company CPA February 2013 - May 2013
Scottrade June 2012 - January 2013
Edwards Student Housing Management Company January 2012 - May 2012
Skills
Investments, Financial Analysis, Finance, Equities, Financial Statement..., Leadership, Equity Valuation, Asset Allocation, Public Speaking, Valuation, Sales, Microsoft Excel, Customer Service, Accounting
Education
University of South Florida 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Hayssam Kamal's Raymond James Financial Inc. Experience September 2012 - August 2014
Job Equal Employment Opportunity Specialist
Industry Financial Services
Experience
Department of Veterans' Affairs September 2014 - Present
Raymond James Financial Inc. September 2012 - August 2014
Penn Mutual April 2012 - August 2012
Northwestern Mutual November 2011 - April 2012
United States Marine Corps January 2007 - January 2011
Skills
Leadership Development, Risk Management, Strategic Planning, Customer Service, PowerPoint, Leadership, Team Leadership, Team Building, Financial Analysis, Program Management, Budgets, Insurance, Training, Microsoft Excel, Finance, Data Analysis
Education
American Military University current
Master of Business Administration (MBA), Accounting and Finance
American Military University
Business Administration, Marketing
University of South Florida
Biology, General
Department of Veterans' Affairs September 2014 - Present
Raymond James Financial Inc. September 2012 - August 2014
Penn Mutual April 2012 - August 2012
Northwestern Mutual November 2011 - April 2012
United States Marine Corps January 2007 - January 2011
Skills
Leadership Development, Risk Management, Strategic Planning, Customer Service, PowerPoint, Leadership, Team Leadership, Team Building, Financial Analysis, Program Management, Budgets, Insurance, Training, Microsoft Excel, Finance, Data Analysis
Education
American Military University current
Master of Business Administration (MBA), Accounting and Finance
American Military University
Business Administration, Marketing
University of South Florida
Biology, General
Grace Austin's Raymond James Financial Inc. Experience January 2012 - Present
Job Assistant Regional Director Northeast at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2012 - Present
Raymond James Financial Inc. December 2009 - January 2012
JPMorgan Chase February 2002 - August 2004
JPMorgan Chase January 1999 - January 2002
Skills
Securities, Investment Advisory, Mutual Funds, Training, Series 7, Investments, Wealth Management, FINRA, Series 24, Retirement Planning, Uniform Combined State...
Education
University of South Florida - College of Business Administration 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Raymond James Financial Inc. January 2012 - Present
Raymond James Financial Inc. December 2009 - January 2012
JPMorgan Chase February 2002 - August 2004
JPMorgan Chase January 1999 - January 2002
Skills
Securities, Investment Advisory, Mutual Funds, Training, Series 7, Investments, Wealth Management, FINRA, Series 24, Retirement Planning, Uniform Combined State...
Education
University of South Florida - College of Business Administration 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Nicole Kennedy's Raymond James Financial Inc. Experience June 2010 - Present
Job Trading Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2010 - Present
Fidelity National Information Services January 2008 - June 2010
Education
University of South Florida 2002 — 2006
Bachelor of Arts, The Classics - Latin & Greek
Raymond James Financial Inc. June 2010 - Present
Fidelity National Information Services January 2008 - June 2010
Education
University of South Florida 2002 — 2006
Bachelor of Arts, The Classics - Latin & Greek
Jeffrey Kuhl, MBA Jeffrey Kuhl, MBA's Raymond James Financial Inc. Experience July 2015 - Present
Job Supervisor, Financial Reporting Allocations/Budget
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. September 2012 - July 2015
OSI Restaurant Partners March 2006 - February 2011
The Bank of Tampa August 2002 - March 2006
Sports Authority June 2001 - July 2002
Skills
Lawson General Ledger, Microsoft Office 2007, Analytical Skills, Highly detail oriented, Financial Analysis, Financial Accounting, Finance, General Ledger, Account Reconciliation, QuickBooks, Financial Modeling, Hyperion Enterprise, Accounting, Bank Reconciliation, Payroll, Variance Analysis, Financial Reporting, SEC filings, Analysis, Accounts Receivable
Education
University of South Florida - College of Business Administration 2009 — 2011
Masters, Business Administration; Finance, Management & Entrepreneurship, 3.7 GPA
University of South Florida - College of Business Administration 2001 — 2005
Bachelor, Finance, 3.2 GPA
Lake Region High School 1997 — 2001
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. September 2012 - July 2015
OSI Restaurant Partners March 2006 - February 2011
The Bank of Tampa August 2002 - March 2006
Sports Authority June 2001 - July 2002
Skills
Lawson General Ledger, Microsoft Office 2007, Analytical Skills, Highly detail oriented, Financial Analysis, Financial Accounting, Finance, General Ledger, Account Reconciliation, QuickBooks, Financial Modeling, Hyperion Enterprise, Accounting, Bank Reconciliation, Payroll, Variance Analysis, Financial Reporting, SEC filings, Analysis, Accounts Receivable
Education
University of South Florida - College of Business Administration 2009 — 2011
Masters, Business Administration; Finance, Management & Entrepreneurship, 3.7 GPA
University of South Florida - College of Business Administration 2001 — 2005
Bachelor, Finance, 3.2 GPA
Lake Region High School 1997 — 2001
Nicko Roussos's Raymond James Financial Inc. Experience August 2004 - May 2005
Job Director, Cisco Solutions Group at Tech Data
Industry Information Technology and Services
Experience
Tech Data August 2015 - Present
Tech Data January 2013 - Present
Tech Data August 2012 - Present
Tech Data July 2010 - July 2012
Tech Data August 2008 - June 2010
Tech Data March 2007 - July 2008
Tech Data August 2006 - February 2007
Tech Data May 2005 - August 2006
Raymond James Financial Inc. August 2004 - May 2005
Skills
Channel, Resellers, Multi-channel Marketing, Solution Selling, Demand Generation, Channel Partners, Sales Enablement, Product Marketing, SMB, Go-to-market Strategy, Account Management, Product Management, B2B, Business Alliances, Business Development, Business Process, CRM, Cisco Technologies, Cloud Computing, Competitive Analysis, Customer Satisfaction, Data Center, Leadership, Managed Services, Management, Marketing, Marketing Strategy, Partner Management, Sales, Sales Process, Strategic Partnerships, Strategic Planning, Team Management
Education
University of South Florida - College of Business Administration 2007 — 2010
MBA, Finance, Marketing, Management
University of South Florida - College of Business Administration 2001 — 2004
Bachelor of Science, Finance
Tech Data August 2015 - Present
Tech Data January 2013 - Present
Tech Data August 2012 - Present
Tech Data July 2010 - July 2012
Tech Data August 2008 - June 2010
Tech Data March 2007 - July 2008
Tech Data August 2006 - February 2007
Tech Data May 2005 - August 2006
Raymond James Financial Inc. August 2004 - May 2005
Skills
Channel, Resellers, Multi-channel Marketing, Solution Selling, Demand Generation, Channel Partners, Sales Enablement, Product Marketing, SMB, Go-to-market Strategy, Account Management, Product Management, B2B, Business Alliances, Business Development, Business Process, CRM, Cisco Technologies, Cloud Computing, Competitive Analysis, Customer Satisfaction, Data Center, Leadership, Managed Services, Management, Marketing, Marketing Strategy, Partner Management, Sales, Sales Process, Strategic Partnerships, Strategic Planning, Team Management
Education
University of South Florida - College of Business Administration 2007 — 2010
MBA, Finance, Marketing, Management
University of South Florida - College of Business Administration 2001 — 2004
Bachelor of Science, Finance
Ivan Paunov Ivan Paunov's Raymond James Financial Inc. Experience July 1997 - Present
Job Distribution Associate II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 1997 - Present
Skills
Strategic Financial...
Education
University of South Florida 2007 — 2014
Bachelor's Degree, Business Marketing degree
Raymond James Financial Inc. July 1997 - Present
Skills
Strategic Financial...
Education
University of South Florida 2007 — 2014
Bachelor's Degree, Business Marketing degree
Meghan Kitzinger CIMA®'s Raymond James Financial Inc. Experience January 2015 - Present
Job Advisor Choice Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
Eagle Asset Management October 2007 - January 2015
Eagle Asset Management January 2006 - October 2007
Heritage Asset Management December 2004 - January 2006
Heritage Asset Management June 2004 - December 2004
Heritage Asset Management July 2002 - June 2004
Omega Insurance March 2002 - July 2002
Skills
Certified Investment..., Series 7, Series 6
Education
University of South Florida 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General, 3.80
University of South Florida 1999 — 2001
Bachelor's Degree, Finance, General, 3.5
Raymond James Financial Inc. January 2015 - Present
Eagle Asset Management October 2007 - January 2015
Eagle Asset Management January 2006 - October 2007
Heritage Asset Management December 2004 - January 2006
Heritage Asset Management June 2004 - December 2004
Heritage Asset Management July 2002 - June 2004
Omega Insurance March 2002 - July 2002
Skills
Certified Investment..., Series 7, Series 6
Education
University of South Florida 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General, 3.80
University of South Florida 1999 — 2001
Bachelor's Degree, Finance, General, 3.5
Nancy Randazzo Kirkpatrick's Raymond James Financial Inc. Experience February 2010 - November 2014
Job Operations/Risk/Compliance Professional
Industry Capital Markets
Experience
Recently moved for husbands career... January 2015 - Present
Raymond James Financial Inc. February 2010 - November 2014
Raymond James Financial Inc. February 2005 - February 2010
Raymond James Financial Inc. August 2001 - February 2005
MetLife July 1999 - August 2001
Salomon Brothers September 1992 - January 1999
Skills
Fixed Income, Series 7, Series 24, Series 9/10, Series 53, Equity Syndicate, Security Operations, Accounting, P&L reconciliation, Securities, Series 63, AML, Equities, Uniform Combined State..., FINRA, Series 65, Mutual Funds, Investment Advisory, Risk Management, Financial Services, Capital Markets, Anti Money Laundering, Portfolio Management, Investments
Education
University of South Florida
Bachelor of Science (BS), Business Administration and Management, General
Recently moved for husbands career... January 2015 - Present
Raymond James Financial Inc. February 2010 - November 2014
Raymond James Financial Inc. February 2005 - February 2010
Raymond James Financial Inc. August 2001 - February 2005
MetLife July 1999 - August 2001
Salomon Brothers September 1992 - January 1999
Skills
Fixed Income, Series 7, Series 24, Series 9/10, Series 53, Equity Syndicate, Security Operations, Accounting, P&L reconciliation, Securities, Series 63, AML, Equities, Uniform Combined State..., FINRA, Series 65, Mutual Funds, Investment Advisory, Risk Management, Financial Services, Capital Markets, Anti Money Laundering, Portfolio Management, Investments
Education
University of South Florida
Bachelor of Science (BS), Business Administration and Management, General
Jason Corona's Raymond James Financial Inc. Experience August 2008 - August 2012
Job Bank Network Management Analyst at Citi
Industry Financial Services
Experience
Citi 2014 - Present
Citi September 2012 - March 2015
Raymond James Financial Inc. August 2008 - August 2012
Skills
Securities, Equities, Financial Services, Corporate Actions, Finance, Settlement, Corporate Finance, Investments
Education
University of South Florida 2003 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Citi 2014 - Present
Citi September 2012 - March 2015
Raymond James Financial Inc. August 2008 - August 2012
Skills
Securities, Equities, Financial Services, Corporate Actions, Finance, Settlement, Corporate Finance, Investments
Education
University of South Florida 2003 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Nicole DiBattista, PHR Nicole DiBattista, PHR's Raymond James Financial Inc. Experience May 2012 - March 2015
Job Early Talent Lead Recruiter at Gerdau Long Steel North America
Industry Staffing and Recruiting
Experience
Gerdau Long Steel North America April 2015 - Present
Raymond James Financial Inc. May 2012 - March 2015
Nielsen January 2008 - March 2012
Nielsen August 2004 - December 2007
Nielsen September 2002 - July 2004
Nielsen September 1997 - September 2002
Skills
Talent Acquisition, Talent Management, Recruiting, Employee Relations, Applicant Tracking..., Program Management, Human Resources, Interviews, Leadership Development, HR Policies, Deferred Compensation, Process Improvement, University Relations, AAP, EEO, College Recruiting, Personnel Management, HRIS, Sourcing
Education
University of South Florida
B.S, Education
Gerdau Long Steel North America April 2015 - Present
Raymond James Financial Inc. May 2012 - March 2015
Nielsen January 2008 - March 2012
Nielsen August 2004 - December 2007
Nielsen September 2002 - July 2004
Nielsen September 1997 - September 2002
Skills
Talent Acquisition, Talent Management, Recruiting, Employee Relations, Applicant Tracking..., Program Management, Human Resources, Interviews, Leadership Development, HR Policies, Deferred Compensation, Process Improvement, University Relations, AAP, EEO, College Recruiting, Personnel Management, HRIS, Sourcing
Education
University of South Florida
B.S, Education
Justin Morneau Justin Morneau's Raymond James Financial Inc. Experience January 2013 - January 2014
Job Technical Trainer
Industry Information Technology and Services
Experience
Amazon October 2014 - Present
Kiva Systems - an Amazon company May 2014 - October 2014
Khameleon Software January 2014 - May 2014
Raymond James Financial Inc. January 2013 - January 2014
Tampa Bay & Company January 2012 - January 2013
American Cancer Society April 2008 - January 2012
Facility Source February 2007 - February 2008
Cox Communications January 2005 - February 2007
Skills
Technical Support, Call Centers, Microsoft Office, Customer Service, PowerPoint, Fundraising, Nonprofits, Data Entry, Public Speaking, Event Planning, Microsoft Word, Volunteer Management, Windows 7, Active Directory, Servers, Troubleshooting, Windows XP, Windows Server, Microsoft Exchange, VPN, DNS, VMware, Operating Systems, Firewalls
Education
University of South Florida 2012 — 2014
Bachelor of Science (B.S.), Computer Science
Hillsborough Community College 2009 — 2012
Associate of Arts (AA), Computer Engineering
Amazon October 2014 - Present
Kiva Systems - an Amazon company May 2014 - October 2014
Khameleon Software January 2014 - May 2014
Raymond James Financial Inc. January 2013 - January 2014
Tampa Bay & Company January 2012 - January 2013
American Cancer Society April 2008 - January 2012
Facility Source February 2007 - February 2008
Cox Communications January 2005 - February 2007
Skills
Technical Support, Call Centers, Microsoft Office, Customer Service, PowerPoint, Fundraising, Nonprofits, Data Entry, Public Speaking, Event Planning, Microsoft Word, Volunteer Management, Windows 7, Active Directory, Servers, Troubleshooting, Windows XP, Windows Server, Microsoft Exchange, VPN, DNS, VMware, Operating Systems, Firewalls
Education
University of South Florida 2012 — 2014
Bachelor of Science (B.S.), Computer Science
Hillsborough Community College 2009 — 2012
Associate of Arts (AA), Computer Engineering
Frank Leto's Raymond James Financial Inc. Experience November 2014 - Present
Job Compliance Consultant at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Florida Office of Financial Regulation July 2012 - November 2014
Meridian Asset Services March 2012 - July 2012
Skills
Real Estate Analysis, Valuation, Finance, Risk Management, Credit, Securities, Financial Accounting, Banking, Credit Analysis, Loans, Financial Analysis, Internal Controls
Education
University of South Florida 2010 — 2011
Bachelor of Science, Finance
Raymond James Financial Inc. November 2014 - Present
Florida Office of Financial Regulation July 2012 - November 2014
Meridian Asset Services March 2012 - July 2012
Skills
Real Estate Analysis, Valuation, Finance, Risk Management, Credit, Securities, Financial Accounting, Banking, Credit Analysis, Loans, Financial Analysis, Internal Controls
Education
University of South Florida 2010 — 2011
Bachelor of Science, Finance
Joanna Bever Joanna Bever's Raymond James Financial Inc. Experience August 2013 - Present
Job Division Administrator, Southern Division
Industry Financial Services
Experience
Raymond James Financial Inc. August 2013 - Present
Raymond James Financial, Inc. September 2011 - 2013
Raymond James Financial, Inc. August 2010 - 2011
Raymond James Financial, Inc. 2000 - 2001
Education
University of South Florida
Master's degree
University of South Florida - College of Business Administration
Bachelor's degree, Finance
Raymond James Financial Inc. August 2013 - Present
Raymond James Financial, Inc. September 2011 - 2013
Raymond James Financial, Inc. August 2010 - 2011
Raymond James Financial, Inc. 2000 - 2001
Education
University of South Florida
Master's degree
University of South Florida - College of Business Administration
Bachelor's degree, Finance
Liza Baceols Liza Baceols's Raymond James Financial Inc. Experience March 2013 - Present
Job Supervision Specialist Options at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2013 - Present
Raymond James & Associates, Inc April 2005 - March 2013
Raymond James & Associates, Inc. March 2000 - March 2013
Skills
Series 7, Series 24, Series 4, Series 9, Series 10, Series 3, Options
Education
Richmond Hill High School 1988 — 1991
Business and Theatre
University of South Florida
Business Administration and Management, General
Raymond James Financial Inc. March 2013 - Present
Raymond James & Associates, Inc April 2005 - March 2013
Raymond James & Associates, Inc. March 2000 - March 2013
Skills
Series 7, Series 24, Series 4, Series 9, Series 10, Series 3, Options
Education
Richmond Hill High School 1988 — 1991
Business and Theatre
University of South Florida
Business Administration and Management, General
Justin Grant, MPA's Raymond James Financial Inc. Experience May 2007 - April 2008
Job Senior Accountant (Accountant II) at Pasco County Utilities
Industry Government Administration
Experience
Pasco County Utilities December 2014 - Present
The Sports Facilities Advisory 2013 - September 2014
University of South Florida January 2012 - December 2013
University of South Florida May 2009 - January 2012
University of South Florida August 2008 - May 2009
Tampa Bay Rays April 2008 - November 2008
Raymond James Financial Inc. May 2007 - April 2008
Skills
Sports, Training, Budgets, Research, Coaching, Forecasting, Financial Reporting, Accounting, Process Improvement, Business Process..., Negotiation, Contract Negotiation, Finance, Leadership, Microsoft Excel, PowerPoint, Data Analysis, Financial Analysis, Time Management, Access, Microsoft Office, Microsoft Word, Financial Modeling, Project Planning
Education
University of South Florida 2010 — 2013
Masters of Public Administration (MPA)
University of South Florida 2010 — 2012
Graduate Certificate in Public Management (GCPM), Public Administration
University of South Florida - College of Business Administration 2006 — 2009
Bachelors of Science, Accounting and Finance
Pasco County Utilities December 2014 - Present
The Sports Facilities Advisory 2013 - September 2014
University of South Florida January 2012 - December 2013
University of South Florida May 2009 - January 2012
University of South Florida August 2008 - May 2009
Tampa Bay Rays April 2008 - November 2008
Raymond James Financial Inc. May 2007 - April 2008
Skills
Sports, Training, Budgets, Research, Coaching, Forecasting, Financial Reporting, Accounting, Process Improvement, Business Process..., Negotiation, Contract Negotiation, Finance, Leadership, Microsoft Excel, PowerPoint, Data Analysis, Financial Analysis, Time Management, Access, Microsoft Office, Microsoft Word, Financial Modeling, Project Planning
Education
University of South Florida 2010 — 2013
Masters of Public Administration (MPA)
University of South Florida 2010 — 2012
Graduate Certificate in Public Management (GCPM), Public Administration
University of South Florida - College of Business Administration 2006 — 2009
Bachelors of Science, Accounting and Finance
Denise Driskell Rizzo's Raymond James Financial Inc. Experience May 1989 - May 2000
Job Corporate Governance & Contracts Manager at Global Imaging Systems
Industry Printing
Experience
Global Imaging Systems November 2006 - Present
Moffitt Cancer Center May 2005 - November 2006
Sally Lindberg & Associates June 2001 - May 2005
Raymond James Financial Inc. May 1989 - May 2000
Skills
Contract Management, Contract Negotiation, Corporate Law, Corporate Governance, Tax Preparation, Employment Contracts, Mergers & Acquisitions, Database Administration, Florida Notary
Education
University of South Florida 1990 — 1992
Bachelor's degree, English
Global Imaging Systems November 2006 - Present
Moffitt Cancer Center May 2005 - November 2006
Sally Lindberg & Associates June 2001 - May 2005
Raymond James Financial Inc. May 1989 - May 2000
Skills
Contract Management, Contract Negotiation, Corporate Law, Corporate Governance, Tax Preparation, Employment Contracts, Mergers & Acquisitions, Database Administration, Florida Notary
Education
University of South Florida 1990 — 1992
Bachelor's degree, English
Coulter Regal Coulter Regal's Raymond James Financial Inc. Experience May 2012 - July 2012
Job University of South Florida Graduate
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs June 2014 - Present
YourMembership.com August 2013 - April 2014
Baldwin Krystyn Sherman October 2012 - March 2013
Raymond James Financial Inc. May 2012 - July 2012
Skills
PowerPoint, Public Speaking, Time Management, Employee Benefits, Insurance, Team Building, Strategic Planning, Risk Management, Leadership, Employee Relations, Analysis, Data Entry, Outlook, Recruiting
Education
University of South Florida 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Van Eck Global Market Vectors ETFs June 2014 - Present
YourMembership.com August 2013 - April 2014
Baldwin Krystyn Sherman October 2012 - March 2013
Raymond James Financial Inc. May 2012 - July 2012
Skills
PowerPoint, Public Speaking, Time Management, Employee Benefits, Insurance, Team Building, Strategic Planning, Risk Management, Leadership, Employee Relations, Analysis, Data Entry, Outlook, Recruiting
Education
University of South Florida 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Bethany Kussy Bethany Kussy's Raymond James Financial Inc. Experience February 2012 - December 2012
Job Internal Advisor Consultant at PIMCO
Industry Investment Management
Experience
PIMCO April 2014 - Present
PIMCO February 2013 - April 2014
Raymond James Financial Inc. February 2012 - December 2012
Skills
Series 7, Series 65, Microsoft Excel, Morningstar Direct, Public Relations, Microsoft Word, PowerPoint, Outlook, Marketing Communications, Microsoft Office, Customer Service, Marketing Strategy, FrontPage, Mutual Funds
Education
University of South Florida - College of Business Administration 2009 — 2012
Bachelor of Science (B.S.), Finance, Marketing
Indian Rocks Christian School
PIMCO April 2014 - Present
PIMCO February 2013 - April 2014
Raymond James Financial Inc. February 2012 - December 2012
Skills
Series 7, Series 65, Microsoft Excel, Morningstar Direct, Public Relations, Microsoft Word, PowerPoint, Outlook, Marketing Communications, Microsoft Office, Customer Service, Marketing Strategy, FrontPage, Mutual Funds
Education
University of South Florida - College of Business Administration 2009 — 2012
Bachelor of Science (B.S.), Finance, Marketing
Indian Rocks Christian School
Kyle Pillay Kyle Pillay's Raymond James Financial Inc. Experience June 2008 - Present
Job Technical Writer at Raymond James Financial Inc.
Industry Writing and Editing
Experience
Raymond James Financial Inc. June 2008 - Present
Skills
Microsoft Office, Microsoft Excel, Editing, Adobe Acrobat, Blogging, Software Documentation, Technical Writing, RoboHelp, SharePoint
Education
University of South Florida 2003 — 2008
Bachelor of Arts (BA), English
Raymond James Financial Inc. June 2008 - Present
Skills
Microsoft Office, Microsoft Excel, Editing, Adobe Acrobat, Blogging, Software Documentation, Technical Writing, RoboHelp, SharePoint
Education
University of South Florida 2003 — 2008
Bachelor of Arts (BA), English
Rachel Santana, EA's Raymond James Financial Inc. Experience 1994 - 1998
Job Accountant / Enrolled Agent, Hamilton and Phillips
Industry Accounting
Experience
Hamilton and Phillips June 1998 - Present
Raymond James Financial Inc. 1994 - 1998
Skills
Intercompany..., ASPE, Tax Preparation, Tax Returns, Year End Accounts, Income Tax, Auditing, Corporate Tax, Trusts, Tax Advisory, Tax, Financial Planners, LLC, Estate Planning, QuickBooks, Accounting, Budgets, Financial Planning, Financial Analysis, Management, Small Business
Education
University of South Florida - College of Business Administration 1991 — 1994
Business, Accounting
University of South Florida - College of Business Administration 1991 — 1994
Bachelor's degree, Accounting
Hamilton and Phillips June 1998 - Present
Raymond James Financial Inc. 1994 - 1998
Skills
Intercompany..., ASPE, Tax Preparation, Tax Returns, Year End Accounts, Income Tax, Auditing, Corporate Tax, Trusts, Tax Advisory, Tax, Financial Planners, LLC, Estate Planning, QuickBooks, Accounting, Budgets, Financial Planning, Financial Analysis, Management, Small Business
Education
University of South Florida - College of Business Administration 1991 — 1994
Business, Accounting
University of South Florida - College of Business Administration 1991 — 1994
Bachelor's degree, Accounting
Kai Duncan Kai Duncan's Raymond James Financial Inc. Experience May 2014 - Present
Job Fixed Income Trading at Raymond James Financial Inc.
Industry Facilities Services
Experience
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. September 2012 - Present
PricewaterhouseCoopers April 2012 - September 2012
Tampa Port Authority January 2012 - April 2012
Abercrombie & Fitch August 2011 - April 2012
Northwestern Mutual May 2011 - September 2011
University of South Florida August 2007 - May 2011
Skills
Intermediate MS Office..., Strong analytical skills, Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Access, Auditing, Management, Social Networking
Education
University of South Florida 2007 — 2011
Bachelors of Arts, Finance
University of Tampa
Master of Science (M.S.), Finance, General
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. September 2012 - Present
PricewaterhouseCoopers April 2012 - September 2012
Tampa Port Authority January 2012 - April 2012
Abercrombie & Fitch August 2011 - April 2012
Northwestern Mutual May 2011 - September 2011
University of South Florida August 2007 - May 2011
Skills
Intermediate MS Office..., Strong analytical skills, Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Access, Auditing, Management, Social Networking
Education
University of South Florida 2007 — 2011
Bachelors of Arts, Finance
University of Tampa
Master of Science (M.S.), Finance, General
Quy Le's Raymond James Financial Inc. Experience June 2014 - Present
Job IAM Engineer at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2014 - Present
Raymond James Financial Inc. April 2013 - June 2014
Axos Technologies, Inc. October 2011 - April 2013
Dell July 2011 - October 2011
Mobile Software Technology, LLC March 2009 - July 2011
Perot Systems Corp April 2008 - March 2009
PharMerica August 2007 - April 2008
Bayshore Solutions March 2007 - August 2007
PriorityOne Financial Services April 2006 - February 2007
Ceelox 2004 - 2006
Education
University of South Florida 1999 — 2004
BS, Computer Science
Raymond James Financial, Inc. June 2014 - Present
Raymond James Financial Inc. April 2013 - June 2014
Axos Technologies, Inc. October 2011 - April 2013
Dell July 2011 - October 2011
Mobile Software Technology, LLC March 2009 - July 2011
Perot Systems Corp April 2008 - March 2009
PharMerica August 2007 - April 2008
Bayshore Solutions March 2007 - August 2007
PriorityOne Financial Services April 2006 - February 2007
Ceelox 2004 - 2006
Education
University of South Florida 1999 — 2004
BS, Computer Science
Carol Stemmle Carol Stemmle's Raymond James Financial Inc. Experience June 1994 - June 1998
Job Software Asset Management at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation April 2013 - Present
Midwest ISO April 2012 - March 2013
Alvarez & Marsal May 2007 - December 2011
PwC June 1999 - April 2007
Danka Office Imaging July 1998 - June 1999
Raymond James Financial Inc. June 1994 - June 1998
Skills
Acquisition Integration, IT Strategy, Operational Excellence, IT Operations, Cost Reduction, Process Engineering, Management Consulting, ERP, Process Improvement, Supply Chain Management, Product Development, IT Asset Management
Education
University of South Florida 1990 — 1993
BS, Business Education
Regions Financial Corporation April 2013 - Present
Midwest ISO April 2012 - March 2013
Alvarez & Marsal May 2007 - December 2011
PwC June 1999 - April 2007
Danka Office Imaging July 1998 - June 1999
Raymond James Financial Inc. June 1994 - June 1998
Skills
Acquisition Integration, IT Strategy, Operational Excellence, IT Operations, Cost Reduction, Process Engineering, Management Consulting, ERP, Process Improvement, Supply Chain Management, Product Development, IT Asset Management
Education
University of South Florida 1990 — 1993
BS, Business Education
Remzy Kureni Remzy Kureni's Raymond James Financial Inc. Experience July 2012 - September 2014
Job Financial Analyst III at Tech Data.
Industry Financial Services
Experience
Tech Data 2014 - Present
Raymond James Financial Inc. July 2012 - September 2014
Raymond James & Associates, Inc June 2011 - July 2012
Education
University of South Florida
Finance
Tech Data 2014 - Present
Raymond James Financial Inc. July 2012 - September 2014
Raymond James & Associates, Inc June 2011 - July 2012
Education
University of South Florida
Finance
Charlene Bostrom's Raymond James Financial Inc. Experience August 2011 - October 2012
Job Senior Account Manager at Mezrah Consulting
Industry Insurance
Experience
Mezrah Consulting October 2012 - Present
Raymond James Financial Inc. August 2011 - October 2012
Skills
Non-Qualified Deferred..., Microsoft Excel, Microsoft Office, Strategic Planning, Time Management, PowerPoint, Microsoft Word, Customer Service, Budgets, English, Outlook, Research, Financial Analysis, Accounting, Windows, Negotiation, Public Speaking
Education
University of South Florida - Tampa 2012 — 2012
Bachelors, Finance
University of South Florida 2009 — 2012
Bachelor of Science (BS), Finance, General
Mezrah Consulting October 2012 - Present
Raymond James Financial Inc. August 2011 - October 2012
Skills
Non-Qualified Deferred..., Microsoft Excel, Microsoft Office, Strategic Planning, Time Management, PowerPoint, Microsoft Word, Customer Service, Budgets, English, Outlook, Research, Financial Analysis, Accounting, Windows, Negotiation, Public Speaking
Education
University of South Florida - Tampa 2012 — 2012
Bachelors, Finance
University of South Florida 2009 — 2012
Bachelor of Science (BS), Finance, General
Max Frohlinger's Raymond James Financial Inc. Experience January 2014 - Present
Job System Specialist II at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James Bank March 2010 - Present
Raymond James & Associates November 2004 - March 2010
University of South Florida August 2003 - November 2004
McBride for Governor campaign July 2002 - December 2002
University of South Florida January 2000 - August 2002
Skills
Program Management, Management, Visio, Strategic Planning, Credit, Customer Service, Windows, Training, Disaster Recovery, Budgets, Networking, IT Service Management, Technical Support, Strategy, Vendor Management, Information Technology, Software Documentation
Education
University of South Florida - College of Business Administration 2000 — 2002
BS, Management: Infromation Systems
Raymond James Financial Inc. January 2014 - Present
Raymond James Bank March 2010 - Present
Raymond James & Associates November 2004 - March 2010
University of South Florida August 2003 - November 2004
McBride for Governor campaign July 2002 - December 2002
University of South Florida January 2000 - August 2002
Skills
Program Management, Management, Visio, Strategic Planning, Credit, Customer Service, Windows, Training, Disaster Recovery, Budgets, Networking, IT Service Management, Technical Support, Strategy, Vendor Management, Information Technology, Software Documentation
Education
University of South Florida - College of Business Administration 2000 — 2002
BS, Management: Infromation Systems
Karen M Hill, CPA's Raymond James Financial Inc. Experience September 2012 - Present
Job Analyst
Industry Information Technology and Services
Experience
Raymond James Financial Inc. September 2012 - Present
Karen M Hill, CPA, PA May 2012 - Present
Tropics Software Technologies February 2010 - May 2012
DaVita April 2009 - February 2010
Orange Lake Resort August 2007 - June 2008
Karen M Hill, PA March 2003 - August 2007
Jagged Peak March 2004 - May 2005
Khameleon Software January 1999 - March 2003
Skills
SQL, Oracle, Process Automation, Business Analysis, Microsoft SQL Server, T-SQL, Access, Visio, Databases, Requirements Analysis, Visual Studio, Data Analysis, Crystal Reports, PL/SQL, Microsoft Excel, Oracle PL/SQL..., SharePoint, Oracle Application..., Toad, Oracle Discoverer, Oracle Financial, QuickBooks, Oracle Forms, Oracle Report Builder, Visual Basic, SQL Server Management..., SQL*Plus, Requirements Gathering, Requirement..., Accounting Applications, Database Design, Relational Databases, Estate Planning, Tax Preparation, Consulting, Compilation Of..., Creative Solutions..., Financial Reporting, CPA, Oracle Developer 2000, Programming, Analytical Skills, ETL
Education
University of South Florida 1996 — 1998
Master, Accountancy - Accounting Information Systems track
Raymond James Financial Inc. September 2012 - Present
Karen M Hill, CPA, PA May 2012 - Present
Tropics Software Technologies February 2010 - May 2012
DaVita April 2009 - February 2010
Orange Lake Resort August 2007 - June 2008
Karen M Hill, PA March 2003 - August 2007
Jagged Peak March 2004 - May 2005
Khameleon Software January 1999 - March 2003
Skills
SQL, Oracle, Process Automation, Business Analysis, Microsoft SQL Server, T-SQL, Access, Visio, Databases, Requirements Analysis, Visual Studio, Data Analysis, Crystal Reports, PL/SQL, Microsoft Excel, Oracle PL/SQL..., SharePoint, Oracle Application..., Toad, Oracle Discoverer, Oracle Financial, QuickBooks, Oracle Forms, Oracle Report Builder, Visual Basic, SQL Server Management..., SQL*Plus, Requirements Gathering, Requirement..., Accounting Applications, Database Design, Relational Databases, Estate Planning, Tax Preparation, Consulting, Compilation Of..., Creative Solutions..., Financial Reporting, CPA, Oracle Developer 2000, Programming, Analytical Skills, ETL
Education
University of South Florida 1996 — 1998
Master, Accountancy - Accounting Information Systems track
Melissa Lorigo's Raymond James Financial Inc. Experience Manager, Software EngineeringRaymond James FinancialOctober 2003 - September 2013
Job Sr. Manager, Software Engineering at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. Manager, Software EngineeringRaymond James FinancialOctober 2003 - September 2013
Raymond James Financial Inc. November 2001 - October 2003
Raymond James Financial Inc. July 1998 - November 2001
Raymond James Financial Inc. August 1997 - July 1998
Skills
Requirements Analysis, SDLC, SharePoint, SSIS, Microsoft SQL Server, C#, .NET, SOA, Software Development, T-SQL, SSRS, Enterprise Architecture, Requirements Gathering, ASP.NET, VB.NET, Microsoft CRM, Agile Methodologies, Visio, Integration, SQL, Agile Project Management, Software Project...
Education
University of South Florida 1992 — 1996
Raymond James Financial Inc. Manager, Software EngineeringRaymond James FinancialOctober 2003 - September 2013
Raymond James Financial Inc. November 2001 - October 2003
Raymond James Financial Inc. July 1998 - November 2001
Raymond James Financial Inc. August 1997 - July 1998
Skills
Requirements Analysis, SDLC, SharePoint, SSIS, Microsoft SQL Server, C#, .NET, SOA, Software Development, T-SQL, SSRS, Enterprise Architecture, Requirements Gathering, ASP.NET, VB.NET, Microsoft CRM, Agile Methodologies, Visio, Integration, SQL, Agile Project Management, Software Project...
Education
University of South Florida 1992 — 1996
Karen Fallon's Raymond James Financial Inc. Experience January 2007 - March 2011
Job Operations Analyst Payment Services
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb April 2015 - Present
Leslie Controls May 2012 - April 2015
Raymond James Financial Inc. January 2007 - March 2011
Xerox June 1997 - October 2007
Skills
Account Reconciliation, Accounts Receivable, Accounts Payable, Microsoft Office, Outlook, Invoicing, Microsoft Word, Management, Analysis, Payroll, Microsoft Excel, Team Building, Customer Service, Sales, Process Improvement, PowerPoint, Public Speaking, Coaching, Supervisory Skills, DMAIC, Interviews, Multi-State Sales Tax, Sales Tax, Journal Entries, Accruals, Team Management, Cross-functional Team..., Team Leadership, Business Process..., Leadership
Education
University of South Florida 2000 — 2007
Bristol-Myers Squibb April 2015 - Present
Leslie Controls May 2012 - April 2015
Raymond James Financial Inc. January 2007 - March 2011
Xerox June 1997 - October 2007
Skills
Account Reconciliation, Accounts Receivable, Accounts Payable, Microsoft Office, Outlook, Invoicing, Microsoft Word, Management, Analysis, Payroll, Microsoft Excel, Team Building, Customer Service, Sales, Process Improvement, PowerPoint, Public Speaking, Coaching, Supervisory Skills, DMAIC, Interviews, Multi-State Sales Tax, Sales Tax, Journal Entries, Accruals, Team Management, Cross-functional Team..., Team Leadership, Business Process..., Leadership
Education
University of South Florida 2000 — 2007
Daniel Mannix, CFA's Raymond James Financial Inc. Experience November 2012 - Present
Job Senior Research Associate at Raymond James Financial Inc.
Industry Research
Experience
Raymond James Financial Inc. November 2012 - Present
JP Morgan August 2010 - November 2012
Goldman, Sachs & Co. (through Control Associates, LP) January 2010 - July 2010
Deutsche Bank Securities July 2008 - October 2009
Skills
Fixed Income, Equities, Trading, Banking, Options, Derivatives, Hedge Funds, Analysis, Asset Management, Credit Risk, Interest Rate..., Bloomberg, Swaps
Education
University of South Florida 2003 — 2008
Bachelor's of Science, Finance
Raymond James Financial Inc. November 2012 - Present
JP Morgan August 2010 - November 2012
Goldman, Sachs & Co. (through Control Associates, LP) January 2010 - July 2010
Deutsche Bank Securities July 2008 - October 2009
Skills
Fixed Income, Equities, Trading, Banking, Options, Derivatives, Hedge Funds, Analysis, Asset Management, Credit Risk, Interest Rate..., Bloomberg, Swaps
Education
University of South Florida 2003 — 2008
Bachelor's of Science, Finance
Glenn Elmblad's Raymond James Financial Inc. Experience October 1997 - January 1999
Job Vice President Business Development at Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc. January 2013 - Present
Raymond James Financial Services, Inc. June 2005 - December 2012
Raymond James Financial Services, Inc. January 1999 - June 2005
Raymond James Financial Inc. October 1997 - January 1999
Skills
Series 7, Series 24, Series 63, Series 4, Series 53, Series 65, FINRA Wharton CRCP, FINRA Arbitrator, FINRA, Mutual Funds, Uniform Combined State..., Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Estate Planning, Securities, Asset Allocation, ETFs, Retirement, Alternative Investments, Asset Management, Fixed Annuities, Financial Services, Investment Strategies
Education
University of South Florida 1991 — 1997
BS, Communications
Raymond James Financial Services, Inc. January 2013 - Present
Raymond James Financial Services, Inc. June 2005 - December 2012
Raymond James Financial Services, Inc. January 1999 - June 2005
Raymond James Financial Inc. October 1997 - January 1999
Skills
Series 7, Series 24, Series 63, Series 4, Series 53, Series 65, FINRA Wharton CRCP, FINRA Arbitrator, FINRA, Mutual Funds, Uniform Combined State..., Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Estate Planning, Securities, Asset Allocation, ETFs, Retirement, Alternative Investments, Asset Management, Fixed Annuities, Financial Services, Investment Strategies
Education
University of South Florida 1991 — 1997
BS, Communications
Fred Hortillosa's Raymond James Financial Inc. Experience January 2001 - September 2003
Job Information Technology and Professional Services
Industry Information Technology and Services
Experience
AbbVie March 2013 - Present
Nielsen July 2009 - March 2013
Bank of America January 2008 - June 2009
Motorola November 2006 - December 2007
ABN AMRO Bank N.V. November 2004 - November 2006
Federal Home Loan Bank of Chicago January 2004 - November 2004
Raymond James Financial Inc. January 2001 - September 2003
Skills
Operating Systems, MS Project, Project Life Cycle, Software Development..., MS Project Server, Budget Management, Analytical Problem..., Microsoft Office, Project Management, Product Life Cycle, Business Analysis, SDLC
Education
University of South Florida
Bachelor of Science, Management Information Systems
AbbVie March 2013 - Present
Nielsen July 2009 - March 2013
Bank of America January 2008 - June 2009
Motorola November 2006 - December 2007
ABN AMRO Bank N.V. November 2004 - November 2006
Federal Home Loan Bank of Chicago January 2004 - November 2004
Raymond James Financial Inc. January 2001 - September 2003
Skills
Operating Systems, MS Project, Project Life Cycle, Software Development..., MS Project Server, Budget Management, Analytical Problem..., Microsoft Office, Project Management, Product Life Cycle, Business Analysis, SDLC
Education
University of South Florida
Bachelor of Science, Management Information Systems
Lane Zimmer's Raymond James Financial Inc. Experience July 2005 - January 2006
Job Portfolio Analyst at Colony American Homes
Industry Real Estate
Experience
Colony American Homes September 2014 - Present
CAH Realty Florida August 2008 - Present
American Homes 4 Rent March 2013 - August 2014
Clayton Holdings April 2009 - March 2013
Wilherst-Oxford Venture Capital January 2008 - January 2009
Raymond James Financial Inc. July 2005 - January 2006
Merrill Lynch September 2004 - January 2005
Skills
Investments, Financial Modeling, Loans, Asset Managment, Portfolio Management, Financial Analysis, Credit, Private Equity, Finance, Valuation, Argus Modeling, Real Estate, Real Estate Acquisitions, Commercial Real Estate, Asset Management, Analysis, Credit Risk, Investment Properties, Customer Service, Sales, Securities
Education
University of South Florida 2006 — 2007
MBA, Management, Entrepreneurship, Finance
University of South Florida 2001 — 2005
BS, Finance
Colony American Homes September 2014 - Present
CAH Realty Florida August 2008 - Present
American Homes 4 Rent March 2013 - August 2014
Clayton Holdings April 2009 - March 2013
Wilherst-Oxford Venture Capital January 2008 - January 2009
Raymond James Financial Inc. July 2005 - January 2006
Merrill Lynch September 2004 - January 2005
Skills
Investments, Financial Modeling, Loans, Asset Managment, Portfolio Management, Financial Analysis, Credit, Private Equity, Finance, Valuation, Argus Modeling, Real Estate, Real Estate Acquisitions, Commercial Real Estate, Asset Management, Analysis, Credit Risk, Investment Properties, Customer Service, Sales, Securities
Education
University of South Florida 2006 — 2007
MBA, Management, Entrepreneurship, Finance
University of South Florida 2001 — 2005
BS, Finance
Joe Sipos's Raymond James Financial Inc. Experience July 2000 - April 2013
Job Manager Application Development at Catalina Marketing
Industry Financial Services
Experience
Catalina Marketing April 2013 - Present
Raymond James Financial Inc. July 2000 - April 2013
ChoicePoint Inc (LexisNexis) October 1994 - July 2000
Skills
Change Management, Business Analysis, SDLC, Recruiting, SharePoint, Management, Strategic Planning, Business Process..., SQL, Software Documentation, Quality Assurance, Visio, Problem Management, Budgets, Windows Server, Disaster Recovery, Project Management, Troubleshooting, Incident Management, Root Cause Analysis, Active Directory, ITIL Certified, Network Engineering, IT Security Best..., Microsoft Exchange, Web Applications, Requirements Analysis, Technical Support, Hardware, Windows, Configuration Management, Security, Systems Analysis, Enterprise Architecture, Integration, Requirements Gathering, Information Technology, ITIL, Software Development, PMP, IT Management, IIS, Service Desk, Help Desk Support, IT Operations, System Administration, Data Center, Vendor Management, Servers, IT Strategy
Education
University of South Florida 2003 — 2008
BS, Information Systems Management
Catalina Marketing April 2013 - Present
Raymond James Financial Inc. July 2000 - April 2013
ChoicePoint Inc (LexisNexis) October 1994 - July 2000
Skills
Change Management, Business Analysis, SDLC, Recruiting, SharePoint, Management, Strategic Planning, Business Process..., SQL, Software Documentation, Quality Assurance, Visio, Problem Management, Budgets, Windows Server, Disaster Recovery, Project Management, Troubleshooting, Incident Management, Root Cause Analysis, Active Directory, ITIL Certified, Network Engineering, IT Security Best..., Microsoft Exchange, Web Applications, Requirements Analysis, Technical Support, Hardware, Windows, Configuration Management, Security, Systems Analysis, Enterprise Architecture, Integration, Requirements Gathering, Information Technology, ITIL, Software Development, PMP, IT Management, IIS, Service Desk, Help Desk Support, IT Operations, System Administration, Data Center, Vendor Management, Servers, IT Strategy
Education
University of South Florida 2003 — 2008
BS, Information Systems Management
Jason Burgroff's Raymond James Financial Inc. Experience February 2006 - November 2010
Job Service Delivery and Support Supervisor at Raymond James Financial
Industry Information Technology and Services
Experience
Raymond James Financial November 2010 - Present
Raymond James Financial Inc. February 2006 - November 2010
Raymond James Financial Inc. April 2004 - February 2006
Raymond James Financial Inc. October 2002 - April 2004
Skills
Software Documentation, Requirements Analysis, SDLC, Consulting, VMware, IT Leadership, Leadership, Team Leadership, Team Building, Career Development..., Technical Support, Process Improvement, Budget Process, Performance Management, Bonus Programs, Associate Development, Strategy, Highly detail oriented, Organization
Education
University of South Florida - College of Business Administration 1995 — 2001
Bachelor of Science (B.S.), Management Information Systems, General
Raymond James Financial November 2010 - Present
Raymond James Financial Inc. February 2006 - November 2010
Raymond James Financial Inc. April 2004 - February 2006
Raymond James Financial Inc. October 2002 - April 2004
Skills
Software Documentation, Requirements Analysis, SDLC, Consulting, VMware, IT Leadership, Leadership, Team Leadership, Team Building, Career Development..., Technical Support, Process Improvement, Budget Process, Performance Management, Bonus Programs, Associate Development, Strategy, Highly detail oriented, Organization
Education
University of South Florida - College of Business Administration 1995 — 2001
Bachelor of Science (B.S.), Management Information Systems, General
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
Jay Jodoin's Raymond James Financial Inc. Experience 2010 - Present
Job System Admin at Raymond James Financial
Industry Information Technology and Services
Experience
Raymond James Financial Inc. 2010 - Present
Konica Minolta Business Solutions U.S.A., Inc. 2008 - 2010
Danka Office Imaging 2005 - 2008
Manatee Memorial Hospital 2004 - 2005
Seminol Electric Cooperative 2002 - 2004
Skills
Document Management, Windows Server, ITIL, Disaster Recovery, Troubleshooting, Microsoft Office, VMware, SharePoint, Budgets, Microsoft Exchange, IT Management, Microsoft SQL Server, System Administration, SQL
Education
University of South Florida 1998 — 2002
MIS, HTML, XML, C+, Management, etc.
Raymond James Financial Inc. 2010 - Present
Konica Minolta Business Solutions U.S.A., Inc. 2008 - 2010
Danka Office Imaging 2005 - 2008
Manatee Memorial Hospital 2004 - 2005
Seminol Electric Cooperative 2002 - 2004
Skills
Document Management, Windows Server, ITIL, Disaster Recovery, Troubleshooting, Microsoft Office, VMware, SharePoint, Budgets, Microsoft Exchange, IT Management, Microsoft SQL Server, System Administration, SQL
Education
University of South Florida 1998 — 2002
MIS, HTML, XML, C+, Management, etc.
Clayton Long's Raymond James Financial Inc. Experience March 2006 - May 2011
Job Sr. Solutions Architect
Industry Information Technology and Services
Experience
Applied PilotFish Healthcare Integration March 2014 - Present
Nielsen May 2011 - March 2014
Raymond James Financial Inc. March 2006 - May 2011
University of South Florida August 2004 - March 2006
Tampa Bay Tech High School July 2003 - July 2004
Accenture October 2000 - July 2003
Skills
SDLC, SQL, Enterprise Architecture, Java, Software Development, Requirements Analysis, Microsoft SQL Server, .NET, Agile Methodologies, SOA, Web Services
Education
University of South Florida 2008 — 2011
Master of Science (M.S.), Computer Science, 3.75
University of Tampa 1998 — 2000
B.S., Computer Information Systems, 3.23
Applied PilotFish Healthcare Integration March 2014 - Present
Nielsen May 2011 - March 2014
Raymond James Financial Inc. March 2006 - May 2011
University of South Florida August 2004 - March 2006
Tampa Bay Tech High School July 2003 - July 2004
Accenture October 2000 - July 2003
Skills
SDLC, SQL, Enterprise Architecture, Java, Software Development, Requirements Analysis, Microsoft SQL Server, .NET, Agile Methodologies, SOA, Web Services
Education
University of South Florida 2008 — 2011
Master of Science (M.S.), Computer Science, 3.75
University of Tampa 1998 — 2000
B.S., Computer Information Systems, 3.23
Audrey Rutherford's Raymond James Financial Inc. Experience August 1999 - December 2000
Job Marketing Communications Writer and Editor
Industry Financial Services
Experience
John Hancock Financial Services September 2012 - Present
JPMorgan Chase March 2008 - September 2012
Sallie Mae June 2005 - March 2008
JPMorgan Chase February 2001 - June 2005
Raymond James Financial Inc. August 1999 - December 2000
Skills
Copywriting, Blogging, Project Management, Art Direction, Marketing..., Proposal Writing, Creative Writing, Print Production, Managerial Experience, Editing (AP and Chicago..., Budgeting, Proofreading, Microsoft Office, Salesforce.com, Adobe Acrobat, Web Content, Marketing Communications, Newsletters, Editing, Advertising, Budgets
Education
University of South Florida 1991 — 1995
B.A., English
John Hancock Financial Services September 2012 - Present
JPMorgan Chase March 2008 - September 2012
Sallie Mae June 2005 - March 2008
JPMorgan Chase February 2001 - June 2005
Raymond James Financial Inc. August 1999 - December 2000
Skills
Copywriting, Blogging, Project Management, Art Direction, Marketing..., Proposal Writing, Creative Writing, Print Production, Managerial Experience, Editing (AP and Chicago..., Budgeting, Proofreading, Microsoft Office, Salesforce.com, Adobe Acrobat, Web Content, Marketing Communications, Newsletters, Editing, Advertising, Budgets
Education
University of South Florida 1991 — 1995
B.A., English
Mike Stanisavljevich's Raymond James Financial Inc. Experience April 1986 - September 1997
Job Application Support Analyst at Covenant Health
Industry Hospital & Health Care
Experience
Covenant Health November 2002 - Present
PILOT Corporation November 2001 - October 2002
Oak Ridge Associated Universities July 2000 - November 2001
Covenant Health September 1997 - July 2000
Raymond James Financial Inc. April 1986 - September 1997
Skills
Healthcare Information..., Internal Controls, Auditing, Internal Audit, Data Analysis, Business Analysis, Data Mining, Report Writing, SQL, Flow Charts, Business Applications, IT Operations, IT Audit, CISA, Investment Brokerage, Troubleshooting, Software Documentation, HL7, EHR, Technical Support, Project Management, Access, System Administration, Healthcare, SharePoint
Education
University of South Florida 1977 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
Covenant Health November 2002 - Present
PILOT Corporation November 2001 - October 2002
Oak Ridge Associated Universities July 2000 - November 2001
Covenant Health September 1997 - July 2000
Raymond James Financial Inc. April 1986 - September 1997
Skills
Healthcare Information..., Internal Controls, Auditing, Internal Audit, Data Analysis, Business Analysis, Data Mining, Report Writing, SQL, Flow Charts, Business Applications, IT Operations, IT Audit, CISA, Investment Brokerage, Troubleshooting, Software Documentation, HL7, EHR, Technical Support, Project Management, Access, System Administration, Healthcare, SharePoint
Education
University of South Florida 1977 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
Maria Crawford's Raymond James Financial Inc. Experience November 2003 - September 2006
Job Investment Professional
Industry Investment Management
Experience
Morgan Stanley Wealth Management September 2006 - August 2009
Raymond James Financial Inc. November 2003 - September 2006
Credit Suisse June 2002 - February 2003
Raymond James Financial Inc. August 1998 - February 2002
Skills
Series 7, Mutual Funds, Equities, Fixed Income, Investment Management
Education
University of South Florida 1993 — 1997
BA, International Studies
Morgan Stanley Wealth Management September 2006 - August 2009
Raymond James Financial Inc. November 2003 - September 2006
Credit Suisse June 2002 - February 2003
Raymond James Financial Inc. August 1998 - February 2002
Skills
Series 7, Mutual Funds, Equities, Fixed Income, Investment Management
Education
University of South Florida 1993 — 1997
BA, International Studies
Jessica (Jessica Tanner) Jean-Louis's Raymond James Financial Inc. Experience October 2013 - March 2014
Job Financial Analyst at MetLife
Industry Insurance
Experience
MetLife December 2014 - Present
Independent Agent March 2014 - December 2014
Raymond James Financial Inc. October 2013 - March 2014
Tech Data April 2013 - October 2013
Coca-Cola Refreshments December 2010 - April 2013
M&I Bank November 2008 - October 2010
HNTB Corporation August 2007 - November 2008
Ayres Associates October 2005 - August 2007
Skills
Risk Management, Access, Strategic Planning, Process Improvement, Accounting, Customer Service, Financial Analysis, Forecasting, Microsoft Excel, Marketing, Financial Accounting, Insurance, Microsoft Word, Leadership, Financial Reporting, Microsoft Office, PowerPoint, Outlook, Accounts Payable, Analysis, Account Reconciliation, Budgets, Cost Accounting, Team Leadership, SAP, Management, General Ledger, Project Management, Business Analysis, Sarbanes-Oxley Act, Data Analysis, Banking, Auditing, Accounts Receivable, Financial Modeling, Training, GAAP, Teamwork, Internal Controls, Time Management, Account Management
Education
University of South Florida
Bachelors of Science in Finance, Accounting and Finance
Antigua Girls High School 1996 — 2001
MetLife December 2014 - Present
Independent Agent March 2014 - December 2014
Raymond James Financial Inc. October 2013 - March 2014
Tech Data April 2013 - October 2013
Coca-Cola Refreshments December 2010 - April 2013
M&I Bank November 2008 - October 2010
HNTB Corporation August 2007 - November 2008
Ayres Associates October 2005 - August 2007
Skills
Risk Management, Access, Strategic Planning, Process Improvement, Accounting, Customer Service, Financial Analysis, Forecasting, Microsoft Excel, Marketing, Financial Accounting, Insurance, Microsoft Word, Leadership, Financial Reporting, Microsoft Office, PowerPoint, Outlook, Accounts Payable, Analysis, Account Reconciliation, Budgets, Cost Accounting, Team Leadership, SAP, Management, General Ledger, Project Management, Business Analysis, Sarbanes-Oxley Act, Data Analysis, Banking, Auditing, Accounts Receivable, Financial Modeling, Training, GAAP, Teamwork, Internal Controls, Time Management, Account Management
Education
University of South Florida
Bachelors of Science in Finance, Accounting and Finance
Antigua Girls High School 1996 — 2001
Jodi Loney's Raymond James Financial Inc. Experience January 2012 - Present
Job Product Manager
Industry Financial Services
Experience
Raymond James Financial, Inc January 2012 - Present
Raymond James Financial Inc. January 2010 - December 2011
Skills
Securities, Series 7, Series 63, Equities, Capital Markets, Investments, Wealth Management, Mutual Funds, Financial Services, Financial Markets, Fixed Income, Trading Systems, Strategic Financial..., Portfolio Management
Education
University of South Florida 1985 — 1988
Bachelor of Science, Accounting
Raymond James Financial, Inc January 2012 - Present
Raymond James Financial Inc. January 2010 - December 2011
Skills
Securities, Series 7, Series 63, Equities, Capital Markets, Investments, Wealth Management, Mutual Funds, Financial Services, Financial Markets, Fixed Income, Trading Systems, Strategic Financial..., Portfolio Management
Education
University of South Florida 1985 — 1988
Bachelor of Science, Accounting
CORY CAMPANA's Raymond James Financial Inc. Experience 2007 - 2008
Job Stock Trader at Self Employed
Industry Financial Services
Experience
Self Employed 2010 - Present
Raymond James 2008 - 2010
Raymond James Financial Inc. 2007 - 2008
Franklin Templeton Investments 2006 - 2007
The Legend Group 2005 - 2006
Skills
Developing New Clients, Purchasing Stocks, Analysis, Troubleshooting, New Program Launches, Testing for Quality, Providing Support to..., Working with Outside..., Project Management, Presentations, Research, Market Monitoring, Building Relationships, Teamwork, implementing new..., Establishing Processes, Microsoft Office, FiServ APL
Education
University of South Florida - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Economics
Self Employed 2010 - Present
Raymond James 2008 - 2010
Raymond James Financial Inc. 2007 - 2008
Franklin Templeton Investments 2006 - 2007
The Legend Group 2005 - 2006
Skills
Developing New Clients, Purchasing Stocks, Analysis, Troubleshooting, New Program Launches, Testing for Quality, Providing Support to..., Working with Outside..., Project Management, Presentations, Research, Market Monitoring, Building Relationships, Teamwork, implementing new..., Establishing Processes, Microsoft Office, FiServ APL
Education
University of South Florida - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Economics
Eszter Glowacki's Raymond James Financial Inc. Experience May 2014 - Present
Job Manager, Business Technology
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial May 2004 - April 2014
Skills
C#.Net, Microsoft SQL Server, SharePoint, Powershell, Agile Methodologies, BizTalk, C#, Visual Studio, SSIS, SDLC, Databases, Systems Analysis, Microsoft Office..., .NET, T-SQL, SSRS, IIS, ASP.NET, SharePoint Designer, SOA, WCF, Visio
Education
University of South Florida 2001 — 2004
BS, MIS
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial May 2004 - April 2014
Skills
C#.Net, Microsoft SQL Server, SharePoint, Powershell, Agile Methodologies, BizTalk, C#, Visual Studio, SSIS, SDLC, Databases, Systems Analysis, Microsoft Office..., .NET, T-SQL, SSRS, IIS, ASP.NET, SharePoint Designer, SOA, WCF, Visio
Education
University of South Florida 2001 — 2004
BS, MIS
Kristin Turner Tait's Raymond James Financial Inc. Experience 1998 - 2008
Job Clinical Support Coordinator Novant Health
Industry Hospital & Health Care
Experience
Raymond James Financial Inc. 1998 - 2008
Education
University of South Florida
B.S., Marketing
Raymond James Financial Inc. 1998 - 2008
Education
University of South Florida
B.S., Marketing
Katy Bauer's Raymond James Financial Inc. Experience May 2014 - November 2014
Job Event Concierge at Montage Deer Valley
Industry Events Services
Experience
Montage Deer Valley December 2014 - Present
Raymond James Financial Inc. May 2014 - November 2014
Raymond James Financial Inc. March 2013 - May 2014
Universal Health Care October 2012 - March 2013
Universal Health Care August 2011 - October 2012
Woodward Camp June 2009 - September 2010
Skills
Health Insurance, HMO, Managed Care, Insurance, HIPAA, Medicare, Medicaid, Employee Benefits, Healthcare, Process Improvement, Healthcare Management, Customer Service, Vendor Management, Team Building, Microsoft Office, Operations Management, Strategic Planning, Business Analysis, Microsoft Excel, Outlook, Network Development, Management
Education
University of South Florida 2013 — 2015
Marketing
Saint Petersburg College 2010 — 2012
Associate of Arts (A.A.), Business
Montage Deer Valley December 2014 - Present
Raymond James Financial Inc. May 2014 - November 2014
Raymond James Financial Inc. March 2013 - May 2014
Universal Health Care October 2012 - March 2013
Universal Health Care August 2011 - October 2012
Woodward Camp June 2009 - September 2010
Skills
Health Insurance, HMO, Managed Care, Insurance, HIPAA, Medicare, Medicaid, Employee Benefits, Healthcare, Process Improvement, Healthcare Management, Customer Service, Vendor Management, Team Building, Microsoft Office, Operations Management, Strategic Planning, Business Analysis, Microsoft Excel, Outlook, Network Development, Management
Education
University of South Florida 2013 — 2015
Marketing
Saint Petersburg College 2010 — 2012
Associate of Arts (A.A.), Business
Cliff Pittman's Raymond James Financial Inc. Experience June 2011 - Present
Job Software Deployment Administrator at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. June 2011 - Present
Raymond James Financial Inc. January 2007 - June 2011
Raymond James Financial Inc. April 2004 - December 2007
Raymond James Financial Inc. May 2000 - March 2004
Skills
SharePoint, Active Directory, SQL, Process Improvement, Windows Server, Infrastructure, Visio, ITIL, Business Analysis, Servers, Powershell, DNS, IIS, VMware, Microsoft Exchange, Integration, Disaster Recovery, Troubleshooting, Technical Support, Citrix, Software Documentation, System Administration, Virtualization, Microsoft SQL Server, Windows, Security, Windows 7, Data Center, Vendor Management, DHCP, Network Security, Blackberry Enterprise..., Operating Systems, TCP/IP, Databases, Network Administration, Windows XP, Cisco Technologies, Requirements Analysis, Enterprise Architecture, IT Operations, IT Management, VPN
Education
University of South Florida 1992 — 1998
Bachelor of Arts
Raymond James Financial Inc. June 2011 - Present
Raymond James Financial Inc. January 2007 - June 2011
Raymond James Financial Inc. April 2004 - December 2007
Raymond James Financial Inc. May 2000 - March 2004
Skills
SharePoint, Active Directory, SQL, Process Improvement, Windows Server, Infrastructure, Visio, ITIL, Business Analysis, Servers, Powershell, DNS, IIS, VMware, Microsoft Exchange, Integration, Disaster Recovery, Troubleshooting, Technical Support, Citrix, Software Documentation, System Administration, Virtualization, Microsoft SQL Server, Windows, Security, Windows 7, Data Center, Vendor Management, DHCP, Network Security, Blackberry Enterprise..., Operating Systems, TCP/IP, Databases, Network Administration, Windows XP, Cisco Technologies, Requirements Analysis, Enterprise Architecture, IT Operations, IT Management, VPN
Education
University of South Florida 1992 — 1998
Bachelor of Arts
Omar De La Rosa's Raymond James Financial Inc. Experience July 2014 - Present
Job Relationship Manager Raymond James Int'l Holdings at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. June 2008 - July 2014
Skills
Financial Markets, Capital Markets, Cross-border..., Financial Services, Corporate Finance, Mergers & Acquisitions, Investment Banking, Equity Research, Equity Sales, Equity Trading, International Sales, Asset Management, Investments, Financial Analysis, Securities, Equities, Wealth Management, Private Banking, LATAM, Series 7, Series 24, Series 63, Series 65, Analysis, Mutual Funds, Risk Management, Prime Brokerage, Reporting & Analysis, Finance, Stock Market, Executive Reporting
Education
University of South Florida 2004 — 2008
Bachelor of Science, Finance
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. June 2008 - July 2014
Skills
Financial Markets, Capital Markets, Cross-border..., Financial Services, Corporate Finance, Mergers & Acquisitions, Investment Banking, Equity Research, Equity Sales, Equity Trading, International Sales, Asset Management, Investments, Financial Analysis, Securities, Equities, Wealth Management, Private Banking, LATAM, Series 7, Series 24, Series 63, Series 65, Analysis, Mutual Funds, Risk Management, Prime Brokerage, Reporting & Analysis, Finance, Stock Market, Executive Reporting
Education
University of South Florida 2004 — 2008
Bachelor of Science, Finance
Cristina (Kawamoto) Hudson's Raymond James Financial Inc. Experience June 2014 - Present
Job Assessment Analyst at Raymond James Financial Inc.
Industry Human Resources
Experience
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. May 2013 - June 2014
HR-Organizational Development, University of South Florida October 2011 - July 2012
University of South Florida August 2009 - May 2012
Skills
Research Design, Statistics, Survey Design, SPSS, Data Analysis, Research, Teaching, Qualitative Research, Program Evaluation, Higher Education, Grant Writing, Quantitative Research
Education
University of South Florida 2012 — 2014
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
University of South Florida 2009 — 2012
M.A., Industrial/Organizational Psychology
University of South Florida 2007 — 2009
B.A., Psychology
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. May 2013 - June 2014
HR-Organizational Development, University of South Florida October 2011 - July 2012
University of South Florida August 2009 - May 2012
Skills
Research Design, Statistics, Survey Design, SPSS, Data Analysis, Research, Teaching, Qualitative Research, Program Evaluation, Higher Education, Grant Writing, Quantitative Research
Education
University of South Florida 2012 — 2014
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
University of South Florida 2009 — 2012
M.A., Industrial/Organizational Psychology
University of South Florida 2007 — 2009
B.A., Psychology
Judith Pipino's Raymond James Financial Inc. Experience 1981 - 1986
Job Tax Preparation
Industry Accounting
Experience
Taxes by Judith January 2013 - Present
Jackson Hewitt December 2011 - April 2012
Huntington National Bank 2001 - 2002
H & R Block Financial Services March 1999 - September 2001
Intercruise, Ltd. September 1993 - 1998
Raymond James Financial Inc. 1981 - 1986
Skills
Tax Advisory, VP Int'l..., Investments, Banking, Financial Analysis, Corporate Finance, Finance, Financial Planning, Tax, International Business, International Marketing, Tax Advisory, Investment Banking, Tax Preparation
Education
Columbia State
Bachelor of Science (BS), Finance, General, 3.5
University of South Florida
Pre-Medicine/Pre-Medical Studies, 3.7 GPA
Taxes by Judith January 2013 - Present
Jackson Hewitt December 2011 - April 2012
Huntington National Bank 2001 - 2002
H & R Block Financial Services March 1999 - September 2001
Intercruise, Ltd. September 1993 - 1998
Raymond James Financial Inc. 1981 - 1986
Skills
Tax Advisory, VP Int'l..., Investments, Banking, Financial Analysis, Corporate Finance, Finance, Financial Planning, Tax, International Business, International Marketing, Tax Advisory, Investment Banking, Tax Preparation
Education
Columbia State
Bachelor of Science (BS), Finance, General, 3.5
University of South Florida
Pre-Medicine/Pre-Medical Studies, 3.7 GPA
Frank Bequer's Raymond James Financial Inc. Experience July 2014 - Present
Job Capital Markets at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. September 2013 - July 2014
UBS Investment Bank June 2013 - August 2013
Raymond James Financial Inc. May 2012 - May 2013
Hire Partners January 2011 - May 2012
SouthWestern May 2011 - August 2011
Lion Investments April 2010 - April 2011
Hire Velocity August 2008 - April 2010
Skills
Microsoft Excel, CRM, Recruiting, Sales, Salesforce.com, Social Media, Direct Sales, Interviews, Technical Recruiting
Education
Berkeley Preparatory School
University of South Florida - College of Business Administration
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. September 2013 - July 2014
UBS Investment Bank June 2013 - August 2013
Raymond James Financial Inc. May 2012 - May 2013
Hire Partners January 2011 - May 2012
SouthWestern May 2011 - August 2011
Lion Investments April 2010 - April 2011
Hire Velocity August 2008 - April 2010
Skills
Microsoft Excel, CRM, Recruiting, Sales, Salesforce.com, Social Media, Direct Sales, Interviews, Technical Recruiting
Education
Berkeley Preparatory School
University of South Florida - College of Business Administration
Jessica Custer's Raymond James Financial Inc. Experience March 2010 - Present
Job RIA Support Specialist III at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2010 - Present
Raymond James Financial, Inc. September 2008 - March 2010
Skills
FINRA, Financial Services, Wealth Management, Investment Advisory, Investments, Retirement Planning
Education
University of South Florida 2008 — 2012
Bachelor of Science (B.S.), Business Management with minor in Entrepreneurship
Raymond James Financial Inc. March 2010 - Present
Raymond James Financial, Inc. September 2008 - March 2010
Skills
FINRA, Financial Services, Wealth Management, Investment Advisory, Investments, Retirement Planning
Education
University of South Florida 2008 — 2012
Bachelor of Science (B.S.), Business Management with minor in Entrepreneurship
George Currence's Raymond James Financial Inc. Experience September 2012 - Present
Job Senior Branch Supervisory Principal at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2012 - Present
Raymond James Financial Inc. January 2012 - September 2012
Raymond James Financial, Inc. May 2008 - January 2012
Raymond James Financial, Inc. March 2004 - May 2008
T Rowe Price July 2000 - July 2002
NGK Spark Plugs (U.S.A.) December 1995 - April 2000
Skills
Series 7, Mutual Funds, FINRA, Retirement Planning, Uniform Combined State..., Securities, Series 63, Investments, Investment Advisory, Retirement, Asset Allocation, Portfolio Management, Series 24, Series 3, Series 4, Series 53, Series 31, Florida Life, Health,..., Alternative Investments, 401k, ETFs, Options, Series 65
Education
University of South Florida 2000 — 2002
MBA, Finance
West Virginia Wesleyan College 1991 — 1995
BS, Mathematics, Computer Science
Raymond James Financial Inc. September 2012 - Present
Raymond James Financial Inc. January 2012 - September 2012
Raymond James Financial, Inc. May 2008 - January 2012
Raymond James Financial, Inc. March 2004 - May 2008
T Rowe Price July 2000 - July 2002
NGK Spark Plugs (U.S.A.) December 1995 - April 2000
Skills
Series 7, Mutual Funds, FINRA, Retirement Planning, Uniform Combined State..., Securities, Series 63, Investments, Investment Advisory, Retirement, Asset Allocation, Portfolio Management, Series 24, Series 3, Series 4, Series 53, Series 31, Florida Life, Health,..., Alternative Investments, 401k, ETFs, Options, Series 65
Education
University of South Florida 2000 — 2002
MBA, Finance
West Virginia Wesleyan College 1991 — 1995
BS, Mathematics, Computer Science
Latrelle Sasser's Raymond James Financial Inc. Experience June 1995 - March 2009
Job CEO, Community Home Solutions, LLC
Industry Financial Services
Experience
Community Home Solutions, LLC August 2009 - Present
Raymond James Financial Inc. June 1995 - March 2009
American Municipal Securities September 1990 - June 1995
Skills
Leadership Development, Change Management, Customer Service, Strategic Planning, Project Management, Training, Budgets, Real Estate Investor, Negotiation, Research, English, Public Speaking, Risk Mitigation, Microsoft Excel
Education
University of South Florida 1995 — 2000
Bachelor of Arts (BA), Finance, General
Community Home Solutions, LLC August 2009 - Present
Raymond James Financial Inc. June 1995 - March 2009
American Municipal Securities September 1990 - June 1995
Skills
Leadership Development, Change Management, Customer Service, Strategic Planning, Project Management, Training, Budgets, Real Estate Investor, Negotiation, Research, English, Public Speaking, Risk Mitigation, Microsoft Excel
Education
University of South Florida 1995 — 2000
Bachelor of Arts (BA), Finance, General
Daniel Gessman's Raymond James Financial Inc. Experience May 2011 - August 2011
Job Student at the University of South Florida
Industry Environmental Services
Experience
MOSI (Museum of Science & Industry) April 2015 - Present
The Florida Aquarium September 2014 - Present
MOSI (Museum of Science & Industry) September 2014 - April 2015
SeaWorld Parks & Entertainment May 2012 - September 2014
Florida State University October 2013 - May 2014
SeaWorld Orlando May 2013 - August 2013
Raymond James Financial Inc. May 2011 - August 2011
Skills
Microsoft Office, Marine Biology, Research, Higher Education, Public Speaking, Teaching, Facebook, ArcGIS, PowerPoint, GIS, Microsoft Word, Social Media, Social Networking, Science, Environmental Awareness, Environmental Science, Leadership, Teamwork, Community Outreach, Data Analysis
Education
University of South Florida 2015 — 2017
Master of Arts (M.A.), Environmental Geography
University of South Florida 2015 — 2017
Masters Certificate, GIS
Florida State University 2010 — 2014
Bachelor's degree, Environmental Studies, GPA: 3.05
MOSI (Museum of Science & Industry) April 2015 - Present
The Florida Aquarium September 2014 - Present
MOSI (Museum of Science & Industry) September 2014 - April 2015
SeaWorld Parks & Entertainment May 2012 - September 2014
Florida State University October 2013 - May 2014
SeaWorld Orlando May 2013 - August 2013
Raymond James Financial Inc. May 2011 - August 2011
Skills
Microsoft Office, Marine Biology, Research, Higher Education, Public Speaking, Teaching, Facebook, ArcGIS, PowerPoint, GIS, Microsoft Word, Social Media, Social Networking, Science, Environmental Awareness, Environmental Science, Leadership, Teamwork, Community Outreach, Data Analysis
Education
University of South Florida 2015 — 2017
Master of Arts (M.A.), Environmental Geography
University of South Florida 2015 — 2017
Masters Certificate, GIS
Florida State University 2010 — 2014
Bachelor's degree, Environmental Studies, GPA: 3.05
Dustin Eyers's Raymond James Financial Inc. Experience May 2012 - November 2012
Job System Engineer at Lockheed Martin
Industry Computer Hardware
Experience
Lockheed Martin July 2014 - Present
AutoLoop April 2013 - August 2013
Raymond James Financial Inc. May 2012 - November 2012
Raymond James Financial Inc. May 2011 - July 2011
Skills
C++
Education
University of South Florida
Master's Degree, Computer Engineering
University of South Florida 2008 — 2012
Lockheed Martin July 2014 - Present
AutoLoop April 2013 - August 2013
Raymond James Financial Inc. May 2012 - November 2012
Raymond James Financial Inc. May 2011 - July 2011
Skills
C++
Education
University of South Florida
Master's Degree, Computer Engineering
University of South Florida 2008 — 2012
Heidi Lombardi's Raymond James Financial Inc. Experience August 1997 - August 1999
Job Owner at Florida Short Sale Negotiators
Industry Real Estate
Experience
Florida Short Sale Negotiators June 2008 - Present
Syniverse June 1999 - August 2005
Raymond James Financial Inc. August 1997 - August 1999
Education
University of South Florida 1994 — 2002
Master of Business Administration (MBA)
University of South Florida 1994 — 2002
Bachelor of Science (B.S.), Management Information Systems, General
University of South Florida 1994 — 2002
Master of Science (M.S.), Management Information Systems, General
Florida Short Sale Negotiators June 2008 - Present
Syniverse June 1999 - August 2005
Raymond James Financial Inc. August 1997 - August 1999
Education
University of South Florida 1994 — 2002
Master of Business Administration (MBA)
University of South Florida 1994 — 2002
Bachelor of Science (B.S.), Management Information Systems, General
University of South Florida 1994 — 2002
Master of Science (M.S.), Management Information Systems, General
Nixon Jean's Raymond James Financial Inc. Experience 1968 - 1975
Job Assistant Dean & Director of Financial Services at USF College of Medicine
Industry Higher Education
Experience
USF College of Medicine March 1990 - Present
Jean Nixon's Accounting & Tax Service 1976 - 1990
Raymond James Financial Inc. 1968 - 1975
Education
University of South Florida - College of Business Administration 1965 — 1967
BA, Accounting
St. Petersburg College 1963 — 1964
Business Administration
USF College of Medicine March 1990 - Present
Jean Nixon's Accounting & Tax Service 1976 - 1990
Raymond James Financial Inc. 1968 - 1975
Education
University of South Florida - College of Business Administration 1965 — 1967
BA, Accounting
St. Petersburg College 1963 — 1964
Business Administration
Mary Gambrell MSW, ISW, CAP's Raymond James Financial Inc. Experience May 2005 - August 2007
Job Clinical Supervisor at Operation PAR
Industry Mental Health Care
Experience
Operation PAR June 2011 - Present
Boley Centers for Behavioral Health December 2009 - January 2011
Raymond James Financial Inc. May 2005 - August 2007
Skills
Crisis Intervention, REBT, CBT, Therapists, Treatment, Solution Focused, Clinical Research, Mental Health Counseling, Behavioral Health, Clinical Supervision, Post Traumatic Stress, Co-occurring Disorders, Motivational..., Anger Management, Addiction Recovery, Chemical Dependency, Family Therapy, Mental Health, Social Services, Workshop Facilitation, Case Management, Adolescents, ICU
Education
University of South Florida 2009 — 2011
Master degree, Social Work
Operation PAR June 2011 - Present
Boley Centers for Behavioral Health December 2009 - January 2011
Raymond James Financial Inc. May 2005 - August 2007
Skills
Crisis Intervention, REBT, CBT, Therapists, Treatment, Solution Focused, Clinical Research, Mental Health Counseling, Behavioral Health, Clinical Supervision, Post Traumatic Stress, Co-occurring Disorders, Motivational..., Anger Management, Addiction Recovery, Chemical Dependency, Family Therapy, Mental Health, Social Services, Workshop Facilitation, Case Management, Adolescents, ICU
Education
University of South Florida 2009 — 2011
Master degree, Social Work
Frederick Porter's Raymond James Financial Inc. Experience March 2008 - March 2012
Job System Analyst at All Children's Hospital
Industry Hospital & Health Care
Experience
All Children's Hospital April 2014 - Present
Raymond James & Associates, Inc March 2012 - April 2014
Raymond James Financial Inc. March 2008 - March 2012
Raymond James Financial Inc. January 2006 - February 2008
Skills
SQL, Quality Center, Service Center
Education
University of South Florida 2001 — 2006
BS, Management Information Systems
All Children's Hospital April 2014 - Present
Raymond James & Associates, Inc March 2012 - April 2014
Raymond James Financial Inc. March 2008 - March 2012
Raymond James Financial Inc. January 2006 - February 2008
Skills
SQL, Quality Center, Service Center
Education
University of South Florida 2001 — 2006
BS, Management Information Systems
John Malizia's Raymond James Financial Inc. Experience March 1993 - April 2005
Job Manager, Operations at The Newport Group
Industry Financial Services
Experience
The Newport Group September 2013 - Present
Citi September 2007 - August 2013
Goldman Sachs December 2005 - March 2007
Raymond James Financial Inc. March 1993 - April 2005
Skills
Operations Management, Account Reconciliation, Regulatory Requirements, Sales, Investment Brokerage, Songwriting, Operating Budgets, Operational Risk, Business Process..., Business Planning, Computer Proficiency, Spreadsheets, Customer Satisfaction, Customer Service, Collections, Cashiering, Telemarketing, Performance Appraisal, Business Continuity..., Training, Teaching English as a..., Teaching Adults, Team Leadership, Team Management, Multi-site Team..., Tax Reporting, Securities Regulation, Securities, Process Control, Process Management, Accounts Receivable, Accountability, Financial Markets
Education
Career Institute of Florida 2005 — 2006
Certified Medical Coder, Medical Coding and Billing
University of South Florida 1998 — 2001
Coursework toward MBA, Buseiness Administration
University of South Florida 1985 — 1989
Bachelor of Arts (B.A.), Criminology
Entrepreneurial Academy
The Newport Group September 2013 - Present
Citi September 2007 - August 2013
Goldman Sachs December 2005 - March 2007
Raymond James Financial Inc. March 1993 - April 2005
Skills
Operations Management, Account Reconciliation, Regulatory Requirements, Sales, Investment Brokerage, Songwriting, Operating Budgets, Operational Risk, Business Process..., Business Planning, Computer Proficiency, Spreadsheets, Customer Satisfaction, Customer Service, Collections, Cashiering, Telemarketing, Performance Appraisal, Business Continuity..., Training, Teaching English as a..., Teaching Adults, Team Leadership, Team Management, Multi-site Team..., Tax Reporting, Securities Regulation, Securities, Process Control, Process Management, Accounts Receivable, Accountability, Financial Markets
Education
Career Institute of Florida 2005 — 2006
Certified Medical Coder, Medical Coding and Billing
University of South Florida 1998 — 2001
Coursework toward MBA, Buseiness Administration
University of South Florida 1985 — 1989
Bachelor of Arts (B.A.), Criminology
Entrepreneurial Academy
Brett Glisson's Raymond James Financial Inc. Experience June 2006 - March 2007
Job Network Engineer at Qypsys
Industry Information Technology and Services
Experience
Qypsys October 2011 - Present
Kablelink Communications April 2007 - Present
Raymond James Financial Inc. June 2006 - March 2007
Skills
VoIP, Telecommunications, Cisco Technologies, Ethernet, Solution Selling, Data Center, Network Administration, Fiber Optics, Broadband, IP, Cabling, Integration, Network Design, Project Management, Team Leadership, Managed Services, Optical Fiber, Networking, Security, Network Engineering
Education
University of South Florida 1997 — 1999
Bachelor of Arts (B.A.), History
Qypsys October 2011 - Present
Kablelink Communications April 2007 - Present
Raymond James Financial Inc. June 2006 - March 2007
Skills
VoIP, Telecommunications, Cisco Technologies, Ethernet, Solution Selling, Data Center, Network Administration, Fiber Optics, Broadband, IP, Cabling, Integration, Network Design, Project Management, Team Leadership, Managed Services, Optical Fiber, Networking, Security, Network Engineering
Education
University of South Florida 1997 — 1999
Bachelor of Arts (B.A.), History
Jordan Warner's Raymond James Financial Inc. Experience April 2012 - December 2012
Job Software Engineer at Tata Consultancy Services
Industry Information Technology and Services
Experience
Tata Consultancy Services February 2013 - Present
Raymond James Financial Inc. April 2012 - December 2012
Raymond James January 2012 - December 2012
Skills
Java, Programming, Powershell, C#, ASP.NET, Microsoft SQL Server, J2EE Application..., CSS
Education
University of South Florida 2010 — 2013
Bachelor of Science (B.S.), Management Information Systems, General
University of South Florida 2009 — 2012
Bachelor of Science, MIS
Tata Consultancy Services February 2013 - Present
Raymond James Financial Inc. April 2012 - December 2012
Raymond James January 2012 - December 2012
Skills
Java, Programming, Powershell, C#, ASP.NET, Microsoft SQL Server, J2EE Application..., CSS
Education
University of South Florida 2010 — 2013
Bachelor of Science (B.S.), Management Information Systems, General
University of South Florida 2009 — 2012
Bachelor of Science, MIS
David Guttoh's Raymond James Financial Inc. Experience August 1998 - September 2002
Job Network Engineer II at Moffitt Cancer Center
Industry Hospital & Health Care
Experience
Moffitt Cancer Center September 2002 - Present
Raymond James Financial Inc. August 1998 - September 2002
Education
University of South Florida 2006 — 2010
Master's degree, Management Information Systems, General
University of South Florida 1995 — 2000
Bachelor's degree, Computer Engineering
Moffitt Cancer Center September 2002 - Present
Raymond James Financial Inc. August 1998 - September 2002
Education
University of South Florida 2006 — 2010
Master's degree, Management Information Systems, General
University of South Florida 1995 — 2000
Bachelor's degree, Computer Engineering
Elizabete Duarte Zagallo's Raymond James Financial Inc. Experience March 2008 - Present
Job Business Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2008 - Present
Fidelity National Information Services February 1997 - March 2007
GTEDS 1993 - 1994
Skills
Microsoft Office, Business Analysis, Teamwork, Access, Accounting, Research, SQL Server, Visual..., SQL Developer, Caliber,..., ISPF, MVS/OS JCL, VSAM,...
Education
University of South Florida 1992 — 1995
Bachelor's Degree, Bachelor in Arts
Raymond James Financial Inc. March 2008 - Present
Fidelity National Information Services February 1997 - March 2007
GTEDS 1993 - 1994
Skills
Microsoft Office, Business Analysis, Teamwork, Access, Accounting, Research, SQL Server, Visual..., SQL Developer, Caliber,..., ISPF, MVS/OS JCL, VSAM,...
Education
University of South Florida 1992 — 1995
Bachelor's Degree, Bachelor in Arts
Heather Hodgdon's Raymond James Financial Inc. Experience January 2006 - March 2007
Job Accounting
Industry Government Administration
Experience
Pinellas County Government May 2013 - Present
Cardno TBE June 2007 - May 2013
Raymond James Financial Inc. January 2006 - March 2007
Education
University of South Florida 2003 — 2007
Bachelor of Science (BS), Finance
Pinellas County Government May 2013 - Present
Cardno TBE June 2007 - May 2013
Raymond James Financial Inc. January 2006 - March 2007
Education
University of South Florida 2003 — 2007
Bachelor of Science (BS), Finance
Lisa Williford's Raymond James Financial Inc. Experience July 2005 - Present
Job Accountant III at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2005 - Present
Cathedral of St. Jude January 1999 - June 2005
Diocese of St. Petersburg March 1996 - January 1999
Skills
Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., Account Reconciliation, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Finance, Auditing, Internal Controls, Financial Accounting
Education
University of South Florida 2010 — 2014
Accounting
Raymond James Financial Inc. July 2005 - Present
Cathedral of St. Jude January 1999 - June 2005
Diocese of St. Petersburg March 1996 - January 1999
Skills
Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., Account Reconciliation, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Finance, Auditing, Internal Controls, Financial Accounting
Education
University of South Florida 2010 — 2014
Accounting
Carrie-Ann Kerr's Raymond James Financial Inc. Experience May 1989 - August 1995
Job Business Analyst
Industry Investment Banking
Experience
Goldman Sachs June 1998 - January 2004
US Home Mortgage September 1995 - January 1998
Raymond James Financial Inc. May 1989 - August 1995
Skills
Java, Sybase, Electronic Trading, Trading Systems, Business Analysis, Administrative..., Human Resources, Employee Benefits, Microsoft Office, Customer Service, Training
Education
University of South Florida 1986 — 1998
Bachelor's Degree, Accounting
University of South Florida 1986 — 1998
Bachelor's Degree, Management Information Systems, General
Goldman Sachs June 1998 - January 2004
US Home Mortgage September 1995 - January 1998
Raymond James Financial Inc. May 1989 - August 1995
Skills
Java, Sybase, Electronic Trading, Trading Systems, Business Analysis, Administrative..., Human Resources, Employee Benefits, Microsoft Office, Customer Service, Training
Education
University of South Florida 1986 — 1998
Bachelor's Degree, Accounting
University of South Florida 1986 — 1998
Bachelor's Degree, Management Information Systems, General
Chris Spurgeon's Raymond James Financial Inc. Experience November 2014 - Present
Job Director, Raymond James Investment Services at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Raymond James Financial Inc. April 2007 - November 2014
Raymond James Financial Inc. February 2000 - April 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Finance, Financial Analysis, Financial Services, Investments, Portfolio Management
Education
University of South Florida 1993 — 1997
Bachelor's Degree, Finance
Raymond James Financial Inc. November 2014 - Present
Raymond James Financial Inc. April 2007 - November 2014
Raymond James Financial Inc. February 2000 - April 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Finance, Financial Analysis, Financial Services, Investments, Portfolio Management
Education
University of South Florida 1993 — 1997
Bachelor's Degree, Finance
Melissa Radde's Raymond James Financial Inc. Experience June 1993 - January 2000
Job School Counselor at Pinellas County Schools
Industry Education Management
Experience
Pinellas County Schools April 2011 - Present
PACE Center for Girls July 2002 - April 2010
Raymond James Financial Inc. June 1993 - January 2000
Skills
Student Counseling, Adolescents, Special Education, Crisis Intervention, Psychotherapy, Mental Health Counseling, Career Counseling, Classroom, Tutoring, Staff Development, Educational Leadership, Teaching, Child Development, Program Development, Interventions, Group Therapy, Academic Advising, Social Services
Education
University of Sarasota
Master of Arts (M.A.), Mental Health Counseling/Counselor
University of South Florida
Bachelor of Arts (B.A.), Social Work and Womens' Studies
Pinellas County Schools April 2011 - Present
PACE Center for Girls July 2002 - April 2010
Raymond James Financial Inc. June 1993 - January 2000
Skills
Student Counseling, Adolescents, Special Education, Crisis Intervention, Psychotherapy, Mental Health Counseling, Career Counseling, Classroom, Tutoring, Staff Development, Educational Leadership, Teaching, Child Development, Program Development, Interventions, Group Therapy, Academic Advising, Social Services
Education
University of Sarasota
Master of Arts (M.A.), Mental Health Counseling/Counselor
University of South Florida
Bachelor of Arts (B.A.), Social Work and Womens' Studies
Derek Guzman's Raymond James Financial Inc. Experience June 2013 - Present
Job Business Development Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
Education
University of South Florida 2010 — 2014
Bachelor's Degree, Finance, General
Raymond James Financial Inc. June 2013 - Present
Education
University of South Florida 2010 — 2014
Bachelor's Degree, Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS