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
Maria Purcell Maria Purcell's Raymond James Financial Inc. Experience September 2010 - June 2012
Job Engineering Technician at The Oil & Gas Asset Clearinghouse
Industry Oil & Energy
Experience
The Oil & Gas Asset Clearinghouse March 2014 - Present
City Colleges of Chicago August 2013 - December 2013
McGraw Hill Higher Education May 2013 - August 2013
The Oil & Gas Asset Clearinghouse June 2012 - February 2013
Raymond James Financial Inc. September 2010 - June 2012
Marathon Oil Corporation July 2008 - August 2010
University of Tennessee August 2004 - July 2008
Skills
Aries, PHDWin, Microsoft Excel, Access
Education
Texas A&M University 2002 — 2004
Master's Degree, Mathematics
Centenary College of Louisiana 1998 — 2002
Bachelor's Degree, Mathematics
The Oil & Gas Asset Clearinghouse March 2014 - Present
City Colleges of Chicago August 2013 - December 2013
McGraw Hill Higher Education May 2013 - August 2013
The Oil & Gas Asset Clearinghouse June 2012 - February 2013
Raymond James Financial Inc. September 2010 - June 2012
Marathon Oil Corporation July 2008 - August 2010
University of Tennessee August 2004 - July 2008
Skills
Aries, PHDWin, Microsoft Excel, Access
Education
Texas A&M University 2002 — 2004
Master's Degree, Mathematics
Centenary College of Louisiana 1998 — 2002
Bachelor's Degree, Mathematics
David W. Adams, CPA, CFP® David W. Adams, CPA, CFP®'s Raymond James Financial Inc. Experience March 2004 - Present
Job Raymond James | Owner, David Adams Wealth Group, An Independent Firm
Industry Financial Services
Experience
Raymond James Financial Inc. March 2004 - Present
PricewaterhouseCoopers 2002 - 2003
FedEx Services 1999 - 2002
Skills
Series 7, Series 63, Financial Planners, Investments, Securities, Financial Modeling, Strategic Financial..., Financial Advisory, Retirement, Investment Strategies, Mutual Funds, FINRA, Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Alternative Investments, Asset Management, Investment Management, 401k, Portfolio Management, Wealth Management..., Insurance, Bonds, Hedge Funds, High Net Worth..., Life Insurance, Private Equity, IRAs, Long Term Care Insurance, Pensions, Disability Insurance, 401k Rollovers, Estate Planning, Finance, Small Business
Education
Christian Brothers University 2000 — 2002
MBA, Finance
The University of Memphis 1997 — 2001
BBA, Accounting
Raymond James Financial Inc. March 2004 - Present
PricewaterhouseCoopers 2002 - 2003
FedEx Services 1999 - 2002
Skills
Series 7, Series 63, Financial Planners, Investments, Securities, Financial Modeling, Strategic Financial..., Financial Advisory, Retirement, Investment Strategies, Mutual Funds, FINRA, Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Alternative Investments, Asset Management, Investment Management, 401k, Portfolio Management, Wealth Management..., Insurance, Bonds, Hedge Funds, High Net Worth..., Life Insurance, Private Equity, IRAs, Long Term Care Insurance, Pensions, Disability Insurance, 401k Rollovers, Estate Planning, Finance, Small Business
Education
Christian Brothers University 2000 — 2002
MBA, Finance
The University of Memphis 1997 — 2001
BBA, Accounting
Andrew Jacob Andrew Jacob's Raymond James Financial Inc. Experience May 2014 - April 2015
Job Intern at Raymond James Financial Inc.
Industry Financial Services
Experience
Caterpillar Inc. June 2015 - Present
Raymond James Financial Inc. May 2014 - April 2015
Guitar Center November 2011 - October 2013
PepsiCo - Frito Lay June 2011 - November 2011
Hollister Co. March 2011 - November 2011
Morton Cinema April 2009 - December 2009
Morton Cinema May 2008 - April 2009
Education
Bradley University 2010 — 2015
Master of Science (MS), Quantitative Finance, 3.78
Caterpillar Inc. June 2015 - Present
Raymond James Financial Inc. May 2014 - April 2015
Guitar Center November 2011 - October 2013
PepsiCo - Frito Lay June 2011 - November 2011
Hollister Co. March 2011 - November 2011
Morton Cinema April 2009 - December 2009
Morton Cinema May 2008 - April 2009
Education
Bradley University 2010 — 2015
Master of Science (MS), Quantitative Finance, 3.78
Aishwarya Challa's Raymond James Financial Inc. Experience July 2013 - August 2013
Job Delivery Manager at IT Healthcare at Philips
Industry Information Technology and Services
Experience
Philips June 2014 - Present
Boston University Howard Thurman Center January 2013 - May 2014
Raymond James Financial Inc. July 2013 - August 2013
St. Vincent's Hospital March 2013 - May 2013
General Massachusetts Marketing Ltd December 2011 - December 2012
Community Tampa Bay June 2012 - July 2012
Feeley & Driscoll, P.C. November 2011 - April 2012
Interfaith Youth Alliance of Tampa Bay August 2007 - May 2011
Skills
Analytics, Administrative..., Business Development, Business, Coordination, Database Design, Microsoft Excel, Google Adwords, Leadership, Microsoft Word, Marketing Research, New Business Development, Social Networking, Organization, PowerPoint, Problem Solving, Strategic Planning, Wordpress, Microsoft Access, JavaScript, HTML, MS Excel Pivot Tables, Network Monitoring Tools, Social Media, WordPress, Access
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems, General and Operations and Technology Management
Palm harbor University High School 2006 — 2010
International Baccalaureate Diploma, High School/Secondary Diplomas and Certificates
Philips June 2014 - Present
Boston University Howard Thurman Center January 2013 - May 2014
Raymond James Financial Inc. July 2013 - August 2013
St. Vincent's Hospital March 2013 - May 2013
General Massachusetts Marketing Ltd December 2011 - December 2012
Community Tampa Bay June 2012 - July 2012
Feeley & Driscoll, P.C. November 2011 - April 2012
Interfaith Youth Alliance of Tampa Bay August 2007 - May 2011
Skills
Analytics, Administrative..., Business Development, Business, Coordination, Database Design, Microsoft Excel, Google Adwords, Leadership, Microsoft Word, Marketing Research, New Business Development, Social Networking, Organization, PowerPoint, Problem Solving, Strategic Planning, Wordpress, Microsoft Access, JavaScript, HTML, MS Excel Pivot Tables, Network Monitoring Tools, Social Media, WordPress, Access
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems, General and Operations and Technology Management
Palm harbor University High School 2006 — 2010
International Baccalaureate Diploma, High School/Secondary Diplomas and Certificates
Charlie Politi's Raymond James Financial Inc. Experience May 2013 - August 2013
Job Ecommerce Intern at LIDS Sports Group
Industry Marketing and Advertising
Experience
LIDS Sports Group February 2015 - Present
Butler University Program Board January 2013 - Present
Butler Health and Recreation Center June 2013 - Present
Raymond James Financial Inc. May 2013 - August 2013
Butler Health and Recreation Center August 2012 - June 2013
Skills
Teamwork, PowerPoint, Leadership, Time Management, Social Media, Microsoft Word, Microsoft Excel, Customer Service, Music Industry, Social Networking, Facebook, Access, Microsoft Office, Public Speaking, Photoshop, Windows, Event Planning, Social Media Marketing, Marketing, Advertising, Event Management, Music Production, Hip Hop, Rap, Social Promotion
Education
Butler University 2012 — 2016
Marketing/Marketing Management, General
LIDS Sports Group February 2015 - Present
Butler University Program Board January 2013 - Present
Butler Health and Recreation Center June 2013 - Present
Raymond James Financial Inc. May 2013 - August 2013
Butler Health and Recreation Center August 2012 - June 2013
Skills
Teamwork, PowerPoint, Leadership, Time Management, Social Media, Microsoft Word, Microsoft Excel, Customer Service, Music Industry, Social Networking, Facebook, Access, Microsoft Office, Public Speaking, Photoshop, Windows, Event Planning, Social Media Marketing, Marketing, Advertising, Event Management, Music Production, Hip Hop, Rap, Social Promotion
Education
Butler University 2012 — 2016
Marketing/Marketing Management, General
Logan Welch Logan Welch's Raymond James Financial Inc. Experience 2005 - 2008
Job Senior Account Management Specialist | Key Accounts at CEB
Industry Management Consulting
Experience
CEB May 2015 - Present
CEB July 2014 - May 2015
CEB January 2014 - August 2014
CEB August 2013 - December 2013
K2 Advisors June 2012 - July 2012
New York Yankees June 2010 - July 2010
Raymond James Financial Inc. 2005 - 2008
Welch Baseball Academy 1999 - 2008
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
Griffith University
Choate Rosemary Hall
H. B. Plant High School
CEB May 2015 - Present
CEB July 2014 - May 2015
CEB January 2014 - August 2014
CEB August 2013 - December 2013
K2 Advisors June 2012 - July 2012
New York Yankees June 2010 - July 2010
Raymond James Financial Inc. 2005 - 2008
Welch Baseball Academy 1999 - 2008
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
Griffith University
Choate Rosemary Hall
H. B. Plant High School
Daniel Michaels's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Account Executive at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2015 - Present
Uber January 2015 - June 2015
Associated Students, Inc.-Cal Poly San Luis Obispo September 2013 - December 2014
Delta Sigma Phi Fraternity May 2013 - June 2014
Raymond James Financial Inc. June 2013 - August 2013
Blueray Management, LLC. June 2010 - August 2012
Skills
Facilities Management, Event Planning, Volunteer Management, Leases, Customer Service, First Aid, Fundraising, Community Outreach, Leadership, Time Management, Microsoft Excel, Social Media Marketing, Teamwork, Facebook, Communication, Data Analysis, Social Media, Social Networking, Writing
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), History
Woodbridge High School 2007 — 2011
Diploma
Fisher Investments July 2015 - Present
Uber January 2015 - June 2015
Associated Students, Inc.-Cal Poly San Luis Obispo September 2013 - December 2014
Delta Sigma Phi Fraternity May 2013 - June 2014
Raymond James Financial Inc. June 2013 - August 2013
Blueray Management, LLC. June 2010 - August 2012
Skills
Facilities Management, Event Planning, Volunteer Management, Leases, Customer Service, First Aid, Fundraising, Community Outreach, Leadership, Time Management, Microsoft Excel, Social Media Marketing, Teamwork, Facebook, Communication, Data Analysis, Social Media, Social Networking, Writing
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), History
Woodbridge High School 2007 — 2011
Diploma
Maria Consuelo Consu Rushing Maria Consuelo Consu Rushing's Raymond James Financial Inc. Experience 2000 - 2014
Job Latin America and France Travel Specialist at Reflections Travel
Industry Leisure, Travel & Tourism
Experience
Reflections Travel 2014 - Present
Raymond James Financial Inc. 2000 - 2014
American Airlines 1990 - 1994
Eastern Airlines 1987 - 1989
Hilton Hotels & Resorts 1986 - 1987
Cunard Cruise Line 1984 - 1985
Skills
Market Research, Financial Modeling, Financial Analysis, Analysis, Data Analysis, Business Analysis, Equity Research, Investments, Travel, Travel Planning, Leisure Travel, Adventure Travel, Online Travel, Travel Arrangements
Education
Charter Oak State College 2006 — 2009
Bachelor of Science, Financial Planning
SENA-Servicio Nacional de Aprendizaje 1976 — 1979
Technical Degree, Hotel Management and Tourism
Reflections Travel 2014 - Present
Raymond James Financial Inc. 2000 - 2014
American Airlines 1990 - 1994
Eastern Airlines 1987 - 1989
Hilton Hotels & Resorts 1986 - 1987
Cunard Cruise Line 1984 - 1985
Skills
Market Research, Financial Modeling, Financial Analysis, Analysis, Data Analysis, Business Analysis, Equity Research, Investments, Travel, Travel Planning, Leisure Travel, Adventure Travel, Online Travel, Travel Arrangements
Education
Charter Oak State College 2006 — 2009
Bachelor of Science, Financial Planning
SENA-Servicio Nacional de Aprendizaje 1976 — 1979
Technical Degree, Hotel Management and Tourism
Vincent DeVito Vincent DeVito's Raymond James Financial Inc. Experience December 1994 - April 2013
Job Messaging Administrator and Infrastructure Support Specialist
Industry Financial Services
Experience
Raymond James Financial Inc. December 1994 - April 2013
Skills
SharePoint, Disaster Recovery, Active Directory, Microsoft Exchange, Windows Server, Blackberry Enterprise..., Servers, ITIL, Visio, VMware, Powershell, VMware ESX, IIS, Citrix, Hardware, Cisco Technologies, System Administration, Operating Systems, DHCP, DNS, Windows 7, VPN, Microsoft Certified..., Infrastructure, Technical Support, Data Center, Troubleshooting, XP, vSphere, Microsoft SQL Server, SCCM, IT Management, TCP/IP, Help Desk Support, Microsoft Technologies, Network Security, Group Policy, Firewalls, Security, HP, Virtualization, Blackberry, SAN, Incident Management, Antivirus, Computer Hardware, IT Operations, Network Administration, Switches, Storage Area Networks
Education
City University of New York City College
Bachelor's degree
Raymond James Financial Inc. December 1994 - April 2013
Skills
SharePoint, Disaster Recovery, Active Directory, Microsoft Exchange, Windows Server, Blackberry Enterprise..., Servers, ITIL, Visio, VMware, Powershell, VMware ESX, IIS, Citrix, Hardware, Cisco Technologies, System Administration, Operating Systems, DHCP, DNS, Windows 7, VPN, Microsoft Certified..., Infrastructure, Technical Support, Data Center, Troubleshooting, XP, vSphere, Microsoft SQL Server, SCCM, IT Management, TCP/IP, Help Desk Support, Microsoft Technologies, Network Security, Group Policy, Firewalls, Security, HP, Virtualization, Blackberry, SAN, Incident Management, Antivirus, Computer Hardware, IT Operations, Network Administration, Switches, Storage Area Networks
Education
City University of New York City College
Bachelor's degree
Adrienne Cress Baldwin Adrienne Cress Baldwin's Raymond James Financial Inc. Experience November 2011 - December 2012
Job 2nd Grade Teacher at Fort Bend ISD
Industry Education Management
Experience
Fort Bend ISD October 2013 - Present
Hamburg Family Center March 2010 - Present
One + One = Four December 2008 - Present
ClubZ! In-Home Tutoring Services March 2013 - August 2013
Eagle Asset Management December 2012 - April 2013
Raymond James Financial Inc. November 2011 - December 2012
Private Family August 2008 - July 2009
Rochester City School District March 2009 - May 2009
Brighton Central School District January 2009 - March 2009
St. Mark Elementary School August 2008 - December 2008
Skills
Public Speaking, Customer Service, Microsoft Office, PowerPoint, Social Networking, Research, Elementary Education, Business Development, Teaching, ELA, Cooperative Learning, Child Development, Smart Board, Microsoft CRM, Envision, Staff Development, Process Improvement, Recruiting, Management, Community Outreach
Education
Canisius College 2007 — 2009
Master of Education (M.Ed.), Elementary Education and Teaching, Grade 1 - Grade 6
Buffalo State College 2005 — 2007
Bachelor of Business Administration (BBA), International Business
SUNY Brockport 2003 — 2004
Bachelor of Business Administration (BBA), International Business & Finance
Fort Bend ISD October 2013 - Present
Hamburg Family Center March 2010 - Present
One + One = Four December 2008 - Present
ClubZ! In-Home Tutoring Services March 2013 - August 2013
Eagle Asset Management December 2012 - April 2013
Raymond James Financial Inc. November 2011 - December 2012
Private Family August 2008 - July 2009
Rochester City School District March 2009 - May 2009
Brighton Central School District January 2009 - March 2009
St. Mark Elementary School August 2008 - December 2008
Skills
Public Speaking, Customer Service, Microsoft Office, PowerPoint, Social Networking, Research, Elementary Education, Business Development, Teaching, ELA, Cooperative Learning, Child Development, Smart Board, Microsoft CRM, Envision, Staff Development, Process Improvement, Recruiting, Management, Community Outreach
Education
Canisius College 2007 — 2009
Master of Education (M.Ed.), Elementary Education and Teaching, Grade 1 - Grade 6
Buffalo State College 2005 — 2007
Bachelor of Business Administration (BBA), International Business
SUNY Brockport 2003 — 2004
Bachelor of Business Administration (BBA), International Business & Finance
Kenya Hill Kenya Hill's Raymond James Financial Inc. Experience August 2007 - April 2009
Job RN Inpatient Care at Advanced Health Care of Albuquerque
Industry Medical Practice
Experience
Presbyterian hospital May 2014 - Present
Presbyterian Healthcare Services April 2013 - May 2014
Advanced Health Care of Albuquerque March 2013 - September 2013
Princeton Place March 2013 - August 2013
Raymond James Financial Inc. August 2007 - April 2009
Franklin Templeton Investments May 2006 - February 2007
Skills
Management, EKG, PALS, ACLS, BLS, Direct Patient Care, Medication..., Wound Care, Hospitals, Telephone Triage, Immunization, Patient Education, Healthcare, IV, Injectable, Nursing, Organize and complete a..., Spirometry, IV insertion, Injections, Neurological Assessments
Education
Registered Nurse
Associate of Applied Science, Nursing
Central New Mexico Community College 2010 — 2012
Associate of Science (A.S.), Registered Nursing/Registered Nurse
University of South Florida 2004 — 2006
Bachelor of Science (B.S.), Finance, General
Presbyterian hospital May 2014 - Present
Presbyterian Healthcare Services April 2013 - May 2014
Advanced Health Care of Albuquerque March 2013 - September 2013
Princeton Place March 2013 - August 2013
Raymond James Financial Inc. August 2007 - April 2009
Franklin Templeton Investments May 2006 - February 2007
Skills
Management, EKG, PALS, ACLS, BLS, Direct Patient Care, Medication..., Wound Care, Hospitals, Telephone Triage, Immunization, Patient Education, Healthcare, IV, Injectable, Nursing, Organize and complete a..., Spirometry, IV insertion, Injections, Neurological Assessments
Education
Registered Nurse
Associate of Applied Science, Nursing
Central New Mexico Community College 2010 — 2012
Associate of Science (A.S.), Registered Nursing/Registered Nurse
University of South Florida 2004 — 2006
Bachelor of Science (B.S.), Finance, General
Ismail Biougnach Ismail Biougnach's Raymond James Financial Inc. Experience June 2014 - July 2014
Job Students at the Robert H. Smith School of Business
Industry Retail
Experience
Biougnach May 2015 - Present
Biougnach May 2015 - Present
Raymond James Financial Inc. June 2014 - July 2014
Arabic Flagship Program at the University of Maryland January 2013 - December 2013
Kitea June 2012 - July 2012
XeroxCasablanca, Morocco June 2011 - July 2011
Biougnach ElectroMeknes, Morocco June 2010 - July 2010
Skills
Customer Service, Research, Teamwork, Windows, Social Media, Public Speaking, English, Outlook, Matlab, Event Planning, Time Management, Access, Social Networking, Leadership, Editing, Fundraising, Event Management, Marketing, Critical Thinking, Community Outreach, French, Advertising, Marketing Strategy, Inventory Management, MS Project, Purchasing, Retail, Facebook, PowerPoint
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Bachelor of Science (B.S.), Operations Management and Marketing
Central Piedmont Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Biougnach May 2015 - Present
Biougnach May 2015 - Present
Raymond James Financial Inc. June 2014 - July 2014
Arabic Flagship Program at the University of Maryland January 2013 - December 2013
Kitea June 2012 - July 2012
XeroxCasablanca, Morocco June 2011 - July 2011
Biougnach ElectroMeknes, Morocco June 2010 - July 2010
Skills
Customer Service, Research, Teamwork, Windows, Social Media, Public Speaking, English, Outlook, Matlab, Event Planning, Time Management, Access, Social Networking, Leadership, Editing, Fundraising, Event Management, Marketing, Critical Thinking, Community Outreach, French, Advertising, Marketing Strategy, Inventory Management, MS Project, Purchasing, Retail, Facebook, PowerPoint
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Bachelor of Science (B.S.), Operations Management and Marketing
Central Piedmont Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Felicia Fleming's Raymond James Financial Inc. Experience July 2014 - Present
Job HR Support Specialist II
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. June 2013 - July 2014
Family Dollar February 2013 - August 2013
Family Dollar May 2010 - February 2013
Skills
Human Resources, Onboarding, HR Policies, Personnel Records, Laserfiche, PeopleSoft, E-Verify, HRIS, Employee Relations, Customer Service, Policy, Employee Training
Education
Webster University 2014 — 2015
Master of Business Administration (M.B.A.), Human Resources Management and Services
Capella University 2012 — 2013
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
The University of Memphis 2006 — 2011
Bachelor of Arts (BA), Psychology
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. June 2013 - July 2014
Family Dollar February 2013 - August 2013
Family Dollar May 2010 - February 2013
Skills
Human Resources, Onboarding, HR Policies, Personnel Records, Laserfiche, PeopleSoft, E-Verify, HRIS, Employee Relations, Customer Service, Policy, Employee Training
Education
Webster University 2014 — 2015
Master of Business Administration (M.B.A.), Human Resources Management and Services
Capella University 2012 — 2013
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
The University of Memphis 2006 — 2011
Bachelor of Arts (BA), Psychology
Robert Reinsberg's Raymond James Financial Inc. Experience April 2007 - April 2012
Job Finished School, Back To Work!
Industry Higher Education
Experience
Pepperdine University September 2014 - July 2015
New York Life Insurance Company August 2013 - September 2014
Monarch Bay Associates 2012 - July 2013
Raymond James Financial Inc. April 2007 - April 2012
KeyBanc Capital Markets May 2003 - April 2007
B. Riley & Co. June 2002 - March 2003
Deutsche Bank May 1998 - June 2002
Amerindo Investment Advisors October 1996 - March 1998
Pacific Stock Exchange, Options Floor September 1990 - September 1996
Skills
Equity Trading, Series 7, Series 63, Equities, Trading, Electronic Trading, Hedge Funds, Trading Systems, Securities, Bloomberg, Investments, Capital Markets, Equity Research, Licensed Life & Health..., General Securities..., Sales, Financial Services, Options
Education
Pepperdine University Graduate School of Education and Psychology 2014 — 2015
Master's degree, Elementary Education and Teaching
California State University-Chico
California State University-Hayward
Bachelor's degree, Entrepreneurial and Small Business Operations
Pepperdine University September 2014 - July 2015
New York Life Insurance Company August 2013 - September 2014
Monarch Bay Associates 2012 - July 2013
Raymond James Financial Inc. April 2007 - April 2012
KeyBanc Capital Markets May 2003 - April 2007
B. Riley & Co. June 2002 - March 2003
Deutsche Bank May 1998 - June 2002
Amerindo Investment Advisors October 1996 - March 1998
Pacific Stock Exchange, Options Floor September 1990 - September 1996
Skills
Equity Trading, Series 7, Series 63, Equities, Trading, Electronic Trading, Hedge Funds, Trading Systems, Securities, Bloomberg, Investments, Capital Markets, Equity Research, Licensed Life & Health..., General Securities..., Sales, Financial Services, Options
Education
Pepperdine University Graduate School of Education and Psychology 2014 — 2015
Master's degree, Elementary Education and Teaching
California State University-Chico
California State University-Hayward
Bachelor's degree, Entrepreneurial and Small Business Operations
Andreas Scott, CFP®'s Raymond James Financial Inc. Experience June 2011 - January 2015
Job Financial Advisor at Total Wealth Advisors, LLC
Industry Management Consulting
Experience
Total Wealth Advisors, LLC January 2015 - Present
Collaborative Legacy Partners September 2013 - January 2015
Raymond James Financial Inc. June 2011 - January 2015
Birch Cove Group, LTD. February 2011 - January 2015
Virtual Radiologic April 2007 - August 2010
Virtual Radiologic February 2010 - May 2010
Skills
Team Leadership, Market Research, Leadership, Personal Financial..., Wealth Management, Investments, Finance, Collaborative Problem..., Transition Management, Management, Financial Services, PowerPoint, Sales, Financial Analysis, Business Development, Strategic Planning
Education
Bethel University 2007 — 2011
Economics and Business, Finance
St. Francis high school 2004 — 2007
Total Wealth Advisors, LLC January 2015 - Present
Collaborative Legacy Partners September 2013 - January 2015
Raymond James Financial Inc. June 2011 - January 2015
Birch Cove Group, LTD. February 2011 - January 2015
Virtual Radiologic April 2007 - August 2010
Virtual Radiologic February 2010 - May 2010
Skills
Team Leadership, Market Research, Leadership, Personal Financial..., Wealth Management, Investments, Finance, Collaborative Problem..., Transition Management, Management, Financial Services, PowerPoint, Sales, Financial Analysis, Business Development, Strategic Planning
Education
Bethel University 2007 — 2011
Economics and Business, Finance
St. Francis high school 2004 — 2007
SIms Jones SIms Jones's Raymond James Financial Inc. Experience July 2014 - Present
Job Trading Support Associate III
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - Present
HealthMarkets, Inc. September 2013 - August 2014
Fidelity Investments 2010 - 2013
MBSC Securities Corporation April 2007 - November 2010
Astoria Federal Savings Bank May 2006 - March 2007
Skills
Mutual Funds, Series 7, Investments, Series 63, Equities, Securities, Fixed Income, Financial Services
Education
City University of New York City College 2000 — 2005
Bachelor of Arts, Economics
Raymond James Financial Inc. July 2014 - Present
HealthMarkets, Inc. September 2013 - August 2014
Fidelity Investments 2010 - 2013
MBSC Securities Corporation April 2007 - November 2010
Astoria Federal Savings Bank May 2006 - March 2007
Skills
Mutual Funds, Series 7, Investments, Series 63, Equities, Securities, Fixed Income, Financial Services
Education
City University of New York City College 2000 — 2005
Bachelor of Arts, Economics
Christina Seehaver Christina Seehaver's Raymond James Financial Inc. Experience 2007 - 2009
Job Administrative Assistant at Weldex Company
Industry Consumer Goods
Experience
Town of Milton October 2011 - Present
Weldex Company May 2009 - Present
Genuine Health 2008 - 2012
Raymond James Financial Inc. 2007 - 2009
YMCA of Niagara 2001 - 2007
Herbal Magic System January 2000 - January 2003
Skills
Event Management, Customer Service, Leadership, Event Planning, Sales, Fundraising, Public Speaking, Budgets, Public Relations, Management, Leadership Development, PowerPoint, Social Media
Education
Brock University
Bachelor with Honours, Physical Education
Town of Milton October 2011 - Present
Weldex Company May 2009 - Present
Genuine Health 2008 - 2012
Raymond James Financial Inc. 2007 - 2009
YMCA of Niagara 2001 - 2007
Herbal Magic System January 2000 - January 2003
Skills
Event Management, Customer Service, Leadership, Event Planning, Sales, Fundraising, Public Speaking, Budgets, Public Relations, Management, Leadership Development, PowerPoint, Social Media
Education
Brock University
Bachelor with Honours, Physical Education
Robert Martino Robert Martino's Raymond James Financial Inc. Experience June 2015 - Present
Job Investment Banking Analyst, Raymond James
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2014 - August 2014
Tangoe June 2008 - August 2012
Skills
Computer Proficiency, Group Work, Goal Oriented, Conflict Resolution, Analytical Skills, Business, Organization &..., Customer Experience, Teamwork, Team Leadership, Social Skills, Leadership, Time Management, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Social Media, Data Analysis, Business Relationship..., Financial Modeling
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
University of Sussex 2013 — 2013
Semester abroad, Economics
Choate Rosemary Hall 2009 — 2011
High School Diploma
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2014 - August 2014
Tangoe June 2008 - August 2012
Skills
Computer Proficiency, Group Work, Goal Oriented, Conflict Resolution, Analytical Skills, Business, Organization &..., Customer Experience, Teamwork, Team Leadership, Social Skills, Leadership, Time Management, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Social Media, Data Analysis, Business Relationship..., Financial Modeling
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
University of Sussex 2013 — 2013
Semester abroad, Economics
Choate Rosemary Hall 2009 — 2011
High School Diploma
Steve Valley's Raymond James Financial Inc. Experience 2005 - 2006
Job Chief of Staff to Assistant Secretary of Defense (Health Affairs) Director of Strategic Comm at Defense Health Agency
Industry Public Relations and Communications
Experience
Military Health System (MHS) June 2015 - Present
School District of Manatee County August 2013 - May 2015
205th Press Camp Headquarters, U.S. Army Reserve February 2012 - March 2015
CACI International Inc (in support of U.S. Central Command) 2009 - August 2013
U.S. Army Office of the Chief of Public Affairs (OCPA) 2006 - 2009
Raymond James Financial Inc. 2005 - 2006
U.S. Army Reserve 2003 - 2005
Tampa Port Authority 2002 - 2005
Bisk Education 2001 - 2002
MassHousing 1996 - 2000
Skills
Strategic Communications, Public Relations, Community Relations, Crisis Communications, Government, Military, Corporate Communications, Spokesperson, Public Speaking, Writing, Strategic Planning, Media Relations, Microsoft Office, Budgeting, Event Planning, Press Releases, Research, PowerPoint
Education
Boston College 1997 — 1999
MS, Administrative Studies
North Adams State College 1983 — 1988
BACHELOR OF ARTS, English
Military Health System (MHS) June 2015 - Present
School District of Manatee County August 2013 - May 2015
205th Press Camp Headquarters, U.S. Army Reserve February 2012 - March 2015
CACI International Inc (in support of U.S. Central Command) 2009 - August 2013
U.S. Army Office of the Chief of Public Affairs (OCPA) 2006 - 2009
Raymond James Financial Inc. 2005 - 2006
U.S. Army Reserve 2003 - 2005
Tampa Port Authority 2002 - 2005
Bisk Education 2001 - 2002
MassHousing 1996 - 2000
Skills
Strategic Communications, Public Relations, Community Relations, Crisis Communications, Government, Military, Corporate Communications, Spokesperson, Public Speaking, Writing, Strategic Planning, Media Relations, Microsoft Office, Budgeting, Event Planning, Press Releases, Research, PowerPoint
Education
Boston College 1997 — 1999
MS, Administrative Studies
North Adams State College 1983 — 1988
BACHELOR OF ARTS, English
Laura Roof Laura Roof's Raymond James Financial Inc. Experience April 2013 - Present
Job Cash Liaison at Raymond James Financial Inc.
Industry Individual & Family Services
Experience
Raymond James Financial Inc. April 2013 - Present
Snelling Staffing Services March 2012 - April 2013
OfficeTeam October 2011 - January 2012
GreenPath, Inc. May 1999 - May 2010
Bay Street Orthopaedics June 1998 - May 1999
GreenPath, Inc. September 1996 - April 1998
Oakwood Skilled Nursing Center April 1991 - September 1996
Skills
Customer Service, Reiki Level III, Data Entry, Leadership, Microsoft Word, Microsoft Excel, Training, Call Centers, Accounting, Program Management, Management, Outlook, Software Documentation, Administration, PowerPoint, Team Building
Education
Central Michigan University
B.S., Community Services
Irene's Myomassology Institute
Swedish Massage Therapy, Reflexology, Energy Balancing, Elder Massage
Raymond James Financial Inc. April 2013 - Present
Snelling Staffing Services March 2012 - April 2013
OfficeTeam October 2011 - January 2012
GreenPath, Inc. May 1999 - May 2010
Bay Street Orthopaedics June 1998 - May 1999
GreenPath, Inc. September 1996 - April 1998
Oakwood Skilled Nursing Center April 1991 - September 1996
Skills
Customer Service, Reiki Level III, Data Entry, Leadership, Microsoft Word, Microsoft Excel, Training, Call Centers, Accounting, Program Management, Management, Outlook, Software Documentation, Administration, PowerPoint, Team Building
Education
Central Michigan University
B.S., Community Services
Irene's Myomassology Institute
Swedish Massage Therapy, Reflexology, Energy Balancing, Elder Massage
Candyce Fujita Candyce Fujita's Raymond James Financial Inc. Experience April 2009 - April 2012
Job Singer/Songwriter
Industry Music
Experience
Self-employed October 1998 - Present
Raymond James Financial Inc. April 2009 - April 2012
STOP AIDS April 2007 - February 2009
D'VINE May 2005 - February 2009
Skills
Music, Composition, Singing, Songwriting, Worship Music, Acoustic Guitar, Piano, Keyboards, Ableton Live, Songs, Concerts, Editing, Musicians, Original Music, Lyrics, Singer-songwriter, Microsoft Office
Education
Belmont University 1998 — 2002
Bachelor of Arts (B.A.), Religion/Religious Studies
Self-employed October 1998 - Present
Raymond James Financial Inc. April 2009 - April 2012
STOP AIDS April 2007 - February 2009
D'VINE May 2005 - February 2009
Skills
Music, Composition, Singing, Songwriting, Worship Music, Acoustic Guitar, Piano, Keyboards, Ableton Live, Songs, Concerts, Editing, Musicians, Original Music, Lyrics, Singer-songwriter, Microsoft Office
Education
Belmont University 1998 — 2002
Bachelor of Arts (B.A.), Religion/Religious Studies
Martin Macyszyn Martin Macyszyn's Raymond James Financial Inc. Experience May 2001 - August 2005
Job Attorney at Lucas | Magazine
Industry Law Practice
Experience
Lucas Magazine January 2012 - Present
Mark Roman Law Group January 2011 - May 2011
Stetson University August 2004 - May 2006
Raymond James Financial Inc. May 2001 - August 2005
Skills
Personal Injury, Litigation, Research, Personal Injury..., Probate Law, Estate Planning, Elder Law
Education
Thomas M. Cooley Law School 2008 — 2011
JD, Litigation
Boston University 2006 — 2008
MPH, Health Law
Stetson University 2002 — 2006
BA, Political Science
Lucas Magazine January 2012 - Present
Mark Roman Law Group January 2011 - May 2011
Stetson University August 2004 - May 2006
Raymond James Financial Inc. May 2001 - August 2005
Skills
Personal Injury, Litigation, Research, Personal Injury..., Probate Law, Estate Planning, Elder Law
Education
Thomas M. Cooley Law School 2008 — 2011
JD, Litigation
Boston University 2006 — 2008
MPH, Health Law
Stetson University 2002 — 2006
BA, Political Science
Priscila Drumond Costa Priscila Drumond Costa's Raymond James Financial Inc. Experience October 2010 - April 2014
Job Project Manager at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services April 2014 - Present
Raymond James Financial Inc. October 2010 - April 2014
Raymond James Financial Inc. April 2006 - October 2010
Skills
Microsoft Office, Analysis, Project Management, Business Analysis, Process Improvement, Finance, Program Management, Research, Public Speaking, SQL, Investments, Vendor Management, SDLC, Risk Management, Financial Services, Visio
Education
Boston University 2014 — 2015
Master's of Science in Project Management, Project Management
University of South Florida 2011 — 2013
Bachelor of Science (B.S.), Business Management
Raymond James Financial Services April 2014 - Present
Raymond James Financial Inc. October 2010 - April 2014
Raymond James Financial Inc. April 2006 - October 2010
Skills
Microsoft Office, Analysis, Project Management, Business Analysis, Process Improvement, Finance, Program Management, Research, Public Speaking, SQL, Investments, Vendor Management, SDLC, Risk Management, Financial Services, Visio
Education
Boston University 2014 — 2015
Master's of Science in Project Management, Project Management
University of South Florida 2011 — 2013
Bachelor of Science (B.S.), Business Management
Gary Burcl Jr., MBA Gary Burcl Jr., MBA's Raymond James Financial Inc. Experience March 2014 - Present
Job Reporting Specialist | Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. March 2014 - Present
Raymond James Financial Inc. July 2010 - March 2014
Morgan Keegan & Co Inc January 2008 - July 2010
Skills
Customer Service, Microsoft Office, Time Management, Public Relations, Sales, Leadership, Press Releases, Social Media, Finance, Margin, Trade Regulation, General Securities..., Financial Operations, 10 Key, Journal Entries, Trade Finance, Cross-training, Process Improvement, Outlook, Facebook, Twitter, Writing, Financial Transactions, Series 7, Asset Allocation, Performance Reporting, SQLite, Microsoft Excel, MS Excel Pivot Tables, Project Management
Education
Christian Brothers University 2013 — 2015
Master of Business Administration (M.B.A.), General Management, 3.95
The University of Memphis 2002 — 2007
Bachelor of Arts, Journalism - Public Relations
Raymond James Financial Inc. March 2014 - Present
Raymond James Financial Inc. July 2010 - March 2014
Morgan Keegan & Co Inc January 2008 - July 2010
Skills
Customer Service, Microsoft Office, Time Management, Public Relations, Sales, Leadership, Press Releases, Social Media, Finance, Margin, Trade Regulation, General Securities..., Financial Operations, 10 Key, Journal Entries, Trade Finance, Cross-training, Process Improvement, Outlook, Facebook, Twitter, Writing, Financial Transactions, Series 7, Asset Allocation, Performance Reporting, SQLite, Microsoft Excel, MS Excel Pivot Tables, Project Management
Education
Christian Brothers University 2013 — 2015
Master of Business Administration (M.B.A.), General Management, 3.95
The University of Memphis 2002 — 2007
Bachelor of Arts, Journalism - Public Relations
Lincoln Mason's Raymond James Financial Inc. Experience January 2010 - June 2010
Job Real Estate at First Financial Bank, N.A.
Industry Financial Services
Experience
First Financial Bankshares, Inc. June 2013 - August 2014
First National Bank of America January 2013 - June 2013
Institutional Liquidity, LLC June 2012 - January 2013
Isabella Bank June 2008 - June 2011
Raymond James Financial Inc. January 2010 - June 2010
Skills
Statistical Data..., Retail Banking, Financial Markets, FX trading, Sales, Python, HTML, Web Design, Management, Loans, Risk Management, Financial Risk, Investments
Education
Central Michigan University 2007 — 2014
Bachelor of Science (B.S.), Economics
First Financial Bankshares, Inc. June 2013 - August 2014
First National Bank of America January 2013 - June 2013
Institutional Liquidity, LLC June 2012 - January 2013
Isabella Bank June 2008 - June 2011
Raymond James Financial Inc. January 2010 - June 2010
Skills
Statistical Data..., Retail Banking, Financial Markets, FX trading, Sales, Python, HTML, Web Design, Management, Loans, Risk Management, Financial Risk, Investments
Education
Central Michigan University 2007 — 2014
Bachelor of Science (B.S.), Economics
Anne Platt AIF, AWMA Anne Platt AIF, AWMA's Raymond James Financial Inc. Experience February 2015 - Present
Job Vice President Investment Strategy & Product Positioning
Industry Financial Services
Experience
Raymond James Financial Inc. February 2015 - Present
Raymond James Financial, Inc. January 2012 - February 2015
Morgan Keegan May 2007 - January 2012
AmSouth Bank August 2003 - May 2007
Bank of America February 1995 - July 2003
American Capital 1990 - 1995
Raymond James & Associates, Inc 1986 - 1990
Skills
Product Management, Strategic Planning, Marketing Communications, Mutual Funds, Annuities, Investments, Product Development, Competitive Analysis, Vendor Management, Portfolio Management, Fixed Annuities, Cross-functional Team..., Asset Management, Strategy, Marketing, Program Management, Series 63, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Series 24, Separately Managed..., ETFs, Investment Advisory, Wealth Management..., Investment Strategies, Financial Services, Management, Financial Planning, Retirement
Education
University of St. Thomas (TX) 1992 — 1994
MBA, Finance
Bryn Mawr College 1977 — 1981
AB, History
Raymond James Financial Inc. February 2015 - Present
Raymond James Financial, Inc. January 2012 - February 2015
Morgan Keegan May 2007 - January 2012
AmSouth Bank August 2003 - May 2007
Bank of America February 1995 - July 2003
American Capital 1990 - 1995
Raymond James & Associates, Inc 1986 - 1990
Skills
Product Management, Strategic Planning, Marketing Communications, Mutual Funds, Annuities, Investments, Product Development, Competitive Analysis, Vendor Management, Portfolio Management, Fixed Annuities, Cross-functional Team..., Asset Management, Strategy, Marketing, Program Management, Series 63, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Series 24, Separately Managed..., ETFs, Investment Advisory, Wealth Management..., Investment Strategies, Financial Services, Management, Financial Planning, Retirement
Education
University of St. Thomas (TX) 1992 — 1994
MBA, Finance
Bryn Mawr College 1977 — 1981
AB, History
Matthew J. Rogers Matthew J. Rogers's Raymond James Financial Inc. Experience May 2014 - Present
Job Managing Director, Senior V.P., Investments at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
UBS Financial Services, Inc. 1996 - 2014
Prudential Financial 1992 - 1996
Fidelity Investments 1991 - 1992
Skills
Wealth Management, Finance, Portfolio Management, Equities, Asset Management, Fixed Income, Leadership, Mutual Funds, Hedge Funds, Investments, My team does succession...
Education
Bowdoin College 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Economics & Government
Cheverus High School 1983 — 1987
Raymond James Financial Inc. May 2014 - Present
UBS Financial Services, Inc. 1996 - 2014
Prudential Financial 1992 - 1996
Fidelity Investments 1991 - 1992
Skills
Wealth Management, Finance, Portfolio Management, Equities, Asset Management, Fixed Income, Leadership, Mutual Funds, Hedge Funds, Investments, My team does succession...
Education
Bowdoin College 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Economics & Government
Cheverus High School 1983 — 1987
Nick Benoit's Raymond James Financial Inc. Experience October 2014 - December 2014
Job Investment Banking Summer Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2015 - Present
Raymond James Financial Inc. October 2014 - December 2014
Boston College September 2014 - December 2014
Travelers June 2014 - August 2014
South Windsor Parks & Recreation May 2011 - August 2013
TAB Computer Systems September 2010 - December 2012
Skills
Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Outlook, Analysis, Data Analysis, SPSS, Customer Service, Financial Analysis
Education
Boston College 2012 — 2016
Bachelor of Science (BS), Finance, Corporate Reporting & Analysis
London School of Economics and Political Science 2013 — 2013
Organizational Behavior Studies
East Catholic High School 2008 — 2012
Deutsche Bank June 2015 - Present
Raymond James Financial Inc. October 2014 - December 2014
Boston College September 2014 - December 2014
Travelers June 2014 - August 2014
South Windsor Parks & Recreation May 2011 - August 2013
TAB Computer Systems September 2010 - December 2012
Skills
Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Outlook, Analysis, Data Analysis, SPSS, Customer Service, Financial Analysis
Education
Boston College 2012 — 2016
Bachelor of Science (BS), Finance, Corporate Reporting & Analysis
London School of Economics and Political Science 2013 — 2013
Organizational Behavior Studies
East Catholic High School 2008 — 2012
Max Betzig Max Betzig's Raymond James Financial Inc. Experience June 2010 - August 2010
Job Financial Risk Consultant at QRM
Industry Financial Services
Experience
Quantitative Risk Management June 2012 - Present
Freddie Mac June 2011 - June 2012
Raymond James Financial Inc. June 2010 - August 2010
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
BS, Economics
Quantitative Risk Management June 2012 - Present
Freddie Mac June 2011 - June 2012
Raymond James Financial Inc. June 2010 - August 2010
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
BS, Economics
Renee Hajdas Renee Hajdas's Raymond James Financial Inc. Experience January 2007 - February 2008
Job Accounting Manager, Capital Asset Accounting
Industry Accounting
Experience
Lowe's Companies, Inc. January 2015 - Present
Elliott Davis, LLC November 2012 - January 2015
Motorsports Management International/FullCircle Ventures February 2008 - November 2012
Stitch98 February 2008 - November 2012
Target October 2003 - December 2008
Raymond James Financial Inc. January 2007 - February 2008
Skills
Accounts Payable, Customer Service, Accounting, Accounts Receivable, Microsoft Office, QuickBooks, Budgets, Data Entry, Bookkeeping, Logistics, Microsoft Excel, Outlook, Sales, Forecasting, Office Management, Account Reconciliation, Financial Audits, Insurance, Appointment Scheduling, Travel Management, Economics, Operations Management, Supply Chain Management, Pricing, Inventory Management, Inventory Control, Training, Data Analysis, Sports Management, Compliance, Financial Analysis, Financial Reporting, Finance, Financial Accounting, Corporate Finance, Logistics Management, Strategic Planning, Strategy, Business Strategy
Education
Ithaca College 1998 — 2002
Bachelor's degree, Sport Management, 3.59
Charles H McCann Technical School 1994 — 1998
Computer Drafting
Lowe's Companies, Inc. January 2015 - Present
Elliott Davis, LLC November 2012 - January 2015
Motorsports Management International/FullCircle Ventures February 2008 - November 2012
Stitch98 February 2008 - November 2012
Target October 2003 - December 2008
Raymond James Financial Inc. January 2007 - February 2008
Skills
Accounts Payable, Customer Service, Accounting, Accounts Receivable, Microsoft Office, QuickBooks, Budgets, Data Entry, Bookkeeping, Logistics, Microsoft Excel, Outlook, Sales, Forecasting, Office Management, Account Reconciliation, Financial Audits, Insurance, Appointment Scheduling, Travel Management, Economics, Operations Management, Supply Chain Management, Pricing, Inventory Management, Inventory Control, Training, Data Analysis, Sports Management, Compliance, Financial Analysis, Financial Reporting, Finance, Financial Accounting, Corporate Finance, Logistics Management, Strategic Planning, Strategy, Business Strategy
Education
Ithaca College 1998 — 2002
Bachelor's degree, Sport Management, 3.59
Charles H McCann Technical School 1994 — 1998
Computer Drafting
Margaret Boisvert's Raymond James Financial Inc. Experience January 2010 - July 2014
Job Vice President, Quality at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2010 - July 2014
Raymond James May 2007 - December 2009
Raymond James 2004 - 2007
Raymond James Financial Inc. November 2002 - June 2004
Raymond James Financial Inc. November 2000 - November 2002
Raymond James Financial Inc. May 1997 - October 2000
Meredith & Grew 1989 - 1997
Skills
SDLC, Requirements Analysis, Software Development, Software Quality..., SQL, Business Analysis, SharePoint, Process Improvement, Microsoft SQL Server, Quality Center, Test Automation, MS Project, Requirements Gathering, Quality Assurance, Software Project..., Visio, Business Process..., Databases, Testing, Integration, Regression Testing, Software Engineering, User Acceptance Testing, Management, Business Process, Strategic Planning, Communication Skills, PeopleSoft, Product Development, Web Development, Leadership, Cross-functional Team..., IT Management, Troubleshooting, Program Management, PowerPoint, Microsoft Excel, HP Quality Center
Education
Boston University 1988 — 1990
Master of Music, French Horn Performance
Stetson University 1984 — 1988
Bachelor of Music, Music
Raymond James Financial Inc. January 2010 - July 2014
Raymond James May 2007 - December 2009
Raymond James 2004 - 2007
Raymond James Financial Inc. November 2002 - June 2004
Raymond James Financial Inc. November 2000 - November 2002
Raymond James Financial Inc. May 1997 - October 2000
Meredith & Grew 1989 - 1997
Skills
SDLC, Requirements Analysis, Software Development, Software Quality..., SQL, Business Analysis, SharePoint, Process Improvement, Microsoft SQL Server, Quality Center, Test Automation, MS Project, Requirements Gathering, Quality Assurance, Software Project..., Visio, Business Process..., Databases, Testing, Integration, Regression Testing, Software Engineering, User Acceptance Testing, Management, Business Process, Strategic Planning, Communication Skills, PeopleSoft, Product Development, Web Development, Leadership, Cross-functional Team..., IT Management, Troubleshooting, Program Management, PowerPoint, Microsoft Excel, HP Quality Center
Education
Boston University 1988 — 1990
Master of Music, French Horn Performance
Stetson University 1984 — 1988
Bachelor of Music, Music
Jocelyn Cranford Jocelyn Cranford's Raymond James Financial Inc. Experience September 2013 - Present
Job at
Industry Public Relations and Communications
Experience
Raymond James Financial Inc. September 2013 - Present
Holiday Inn August 2011 - September 2013
Mt. Pleasant Area Community Foundation January 2011 - May 2011
Central Michigan University May 2008 - May 2011
Skills
Event Planning, Social Media
Education
Central Michigan University 2006 — 2011
B.A.A, Public Relations
Raymond James Financial Inc. September 2013 - Present
Holiday Inn August 2011 - September 2013
Mt. Pleasant Area Community Foundation January 2011 - May 2011
Central Michigan University May 2008 - May 2011
Skills
Event Planning, Social Media
Education
Central Michigan University 2006 — 2011
B.A.A, Public Relations
Tom Sorber's Raymond James Financial Inc. Experience July 2013 - Present
Job Technology Investment Banking Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2013 - Present
BYU Global Financial Advisors January 2011 - April 2013
Qualtrics Labs August 2011 - April 2012
Beneficial Financial Group January 2011 - December 2011
Health Management Associates, Inc. June 2010 - August 2010
Education
Brigham Young University 2009 — 2013
Bachelor of Science (BS), Finance & Economics
Raymond James Financial Inc. July 2013 - Present
BYU Global Financial Advisors January 2011 - April 2013
Qualtrics Labs August 2011 - April 2012
Beneficial Financial Group January 2011 - December 2011
Health Management Associates, Inc. June 2010 - August 2010
Education
Brigham Young University 2009 — 2013
Bachelor of Science (BS), Finance & Economics
Chet Ortman, CFP® Chet Ortman, CFP®'s Raymond James Financial Inc. Experience November 2008 - July 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
TIME Financial July 2012 - December 2014
Raymond James Financial Inc. November 2008 - July 2012
A. G. Edwards / Wachovia Securities January 2002 - November 2008
Skills
Retirement Planning, Estate Planning, Risk Management, Financial Advisory, Asset Management, Insurance, Business Planning, Financial Services, Finance, CRM, High Net Worth..., Series 7, Wealth Management, Strategic Financial..., Investments, Series 63, Fixed Annuities, Small Business, Life Insurance, Marketing
Education
Bowling Green State University 2000 — 2001
Bachelor of Science (B.S.), Business Administration; Finance
Ferris State University 1998 — 1999
Business Administration
Fidelity Investments December 2014 - Present
TIME Financial July 2012 - December 2014
Raymond James Financial Inc. November 2008 - July 2012
A. G. Edwards / Wachovia Securities January 2002 - November 2008
Skills
Retirement Planning, Estate Planning, Risk Management, Financial Advisory, Asset Management, Insurance, Business Planning, Financial Services, Finance, CRM, High Net Worth..., Series 7, Wealth Management, Strategic Financial..., Investments, Series 63, Fixed Annuities, Small Business, Life Insurance, Marketing
Education
Bowling Green State University 2000 — 2001
Bachelor of Science (B.S.), Business Administration; Finance
Ferris State University 1998 — 1999
Business Administration
Michael Devine, CIMA® Michael Devine, CIMA®'s Raymond James Financial Inc. Experience May 2003 - October 2014
Job Entrepreneur in transition building a company in Florida
Industry Marketing and Advertising
Experience
Tampa Bay May 2015 - Present
Raymond James Financial Inc. May 2003 - October 2014
Deutsche Bank June 2000 - May 2003
Skills
Sales, New Business Development, Relationship Management, C-Level Sales, Leadership, Coaching, ETF's, Mutual Funds, Alternative Investments, Retirement, Equity Research, Fixed Income, Capital Markets, 457, 401k, 403 b, Defined benefit &..., Hedge Funds, Derivatives, Banking, Insurance, Portfolio Management, Investment Banking, Corporae Finance, Mergers & Acquisitions, Commercial Real Estate, Reit's, Loans, CIMA ®, Private Equity, Financial Modeling, Credit Analysis, CRM, Linkedin beginner
Education
University College Dublin
Master's Degree, Finance (Honors), Michael Smurfit Graduate School of Business
University of Pennsylvania - The Wharton School
Executive Education in Investment Management, Aresty Institute at Wharton
Canisius College
Bachelor's Degree, Finance
Tampa Bay May 2015 - Present
Raymond James Financial Inc. May 2003 - October 2014
Deutsche Bank June 2000 - May 2003
Skills
Sales, New Business Development, Relationship Management, C-Level Sales, Leadership, Coaching, ETF's, Mutual Funds, Alternative Investments, Retirement, Equity Research, Fixed Income, Capital Markets, 457, 401k, 403 b, Defined benefit &..., Hedge Funds, Derivatives, Banking, Insurance, Portfolio Management, Investment Banking, Corporae Finance, Mergers & Acquisitions, Commercial Real Estate, Reit's, Loans, CIMA ®, Private Equity, Financial Modeling, Credit Analysis, CRM, Linkedin beginner
Education
University College Dublin
Master's Degree, Finance (Honors), Michael Smurfit Graduate School of Business
University of Pennsylvania - The Wharton School
Executive Education in Investment Management, Aresty Institute at Wharton
Canisius College
Bachelor's Degree, Finance
Rachel Hacker Rachel Hacker's Raymond James Financial Inc. Experience January 1999 - December 1999
Job President and Owner at McBrearty Capital Management, Inc.
Industry Financial Services
Experience
McBrearty Capital Management, Inc. January 2000 - Present
Raymond James Financial Inc. January 1999 - December 1999
Merrill Lynch August 1997 - December 1998
Skills
Investments, Wealth, Financial Advisory, Small Business, IRAs, Retirement Planning, Investment Advisory, Wealth Management, Roth IRA, Chartered Retirement..., Certified Divorce..., Registered Investment..., Personal Financial..., Holistic Financial..., Money Management, Charitable Gift Planning, College Education..., 529 Plans
Education
Belmont University 1996 — 1998
Bachelor's degree, Finance, General
Taylor University 1995 — 1996
McBrearty Capital Management, Inc. January 2000 - Present
Raymond James Financial Inc. January 1999 - December 1999
Merrill Lynch August 1997 - December 1998
Skills
Investments, Wealth, Financial Advisory, Small Business, IRAs, Retirement Planning, Investment Advisory, Wealth Management, Roth IRA, Chartered Retirement..., Certified Divorce..., Registered Investment..., Personal Financial..., Holistic Financial..., Money Management, Charitable Gift Planning, College Education..., 529 Plans
Education
Belmont University 1996 — 1998
Bachelor's degree, Finance, General
Taylor University 1995 — 1996
Wendy Farr Wendy Farr's Raymond James Financial Inc. Experience June 2001 - March 2004
Job Wolf Pups Learning Center teachers aide
Industry Primary/Secondary Education
Experience
Wolf Pups Learning Center August 2013 - Present
Seminole County Public Schools December 2004 - January 2007
Raymond James Financial Inc. June 2001 - March 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Event Planning, Social Networking
Education
Castleton State College 1986 — 1990
B.A., History
Mt. Saint Joseph Academy 1982 — 1986
Wolf Pups Learning Center August 2013 - Present
Seminole County Public Schools December 2004 - January 2007
Raymond James Financial Inc. June 2001 - March 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Event Planning, Social Networking
Education
Castleton State College 1986 — 1990
B.A., History
Mt. Saint Joseph Academy 1982 — 1986
Bruce McKee CFP® Bruce McKee CFP®'s Raymond James Financial Inc. Experience September 2010 - Present
Job Certified Finanical Planner at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2010 - Present
UBS Wealth Management March 2003 - September 2010
Salomon Smith Barney September 2000 - March 2003
Merrill Lynch October 1998 - September 2000
Skills
Retirement Planning, Strategic Financial..., Retirement Plan..., Wealth Management, Investment Advisory, 401k Rollovers, Estate Planning, Long Term Care Insurance
Education
DePaul University 2007 — 2007
Financial Planning and Services
Butler University - College of Business Administration 1987 — 1989
Business Administration, Accounting and Economics
Purdue University 1980 — 1985
Bachelor of Science (BS), Electrical Engineering Technology
Raymond James Financial Inc. September 2010 - Present
UBS Wealth Management March 2003 - September 2010
Salomon Smith Barney September 2000 - March 2003
Merrill Lynch October 1998 - September 2000
Skills
Retirement Planning, Strategic Financial..., Retirement Plan..., Wealth Management, Investment Advisory, 401k Rollovers, Estate Planning, Long Term Care Insurance
Education
DePaul University 2007 — 2007
Financial Planning and Services
Butler University - College of Business Administration 1987 — 1989
Business Administration, Accounting and Economics
Purdue University 1980 — 1985
Bachelor of Science (BS), Electrical Engineering Technology
Barbara M. Wilkens, AWMA®, AIF®'s Raymond James Financial Inc. Experience April 2001 - November 2004
Job Director of Practice Management at Certified Financial Group, Inc.
Industry Financial Services
Experience
Certified Financial Group, Inc. June 2010 - Present
Ameriprise Financial Services, Inc. April 2006 - May 2010
Certified Financial Group, Inc. December 2004 - March 2006
Raymond James Financial Inc. April 2001 - November 2004
CNL April 1988 - March 2001
E. F. Hutton March 1979 - March 1988
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Securities, Retirement, Financial Advisory, Asset Managment, Fixed Annuities, FINRA, Asset Allocation, Series 7, Wealth, Investment Strategies, Income Protection, Wealth Accumulation, Financial Planners, Estate Planning
Education
College of Financial Planning 2012 — 2012
Accredited Wealth Management Advisor, Financial Planning
Center for Fiduciary Studies, LLC 2011 — 2011
Accredited Investment Fiduciary, Financial Planning
Brigham Young University 1980 — 1982
Bachelor's degree, Finance
Professional Licenses
Life and Health Insurance and Variable Annuities license with the State of Florida, Series 7, 24, 63, 66 with FINRA, Financial Industry Regulatory Authority
Certified Financial Group, Inc. June 2010 - Present
Ameriprise Financial Services, Inc. April 2006 - May 2010
Certified Financial Group, Inc. December 2004 - March 2006
Raymond James Financial Inc. April 2001 - November 2004
CNL April 1988 - March 2001
E. F. Hutton March 1979 - March 1988
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Securities, Retirement, Financial Advisory, Asset Managment, Fixed Annuities, FINRA, Asset Allocation, Series 7, Wealth, Investment Strategies, Income Protection, Wealth Accumulation, Financial Planners, Estate Planning
Education
College of Financial Planning 2012 — 2012
Accredited Wealth Management Advisor, Financial Planning
Center for Fiduciary Studies, LLC 2011 — 2011
Accredited Investment Fiduciary, Financial Planning
Brigham Young University 1980 — 1982
Bachelor's degree, Finance
Professional Licenses
Life and Health Insurance and Variable Annuities license with the State of Florida, Series 7, 24, 63, 66 with FINRA, Financial Industry Regulatory Authority
Clifford F. Ransom II Clifford F. Ransom II's Raymond James Financial Inc. Experience 1992 - 1996
Job President and Founder, Ransom Research, Inc. "The Way of Lean Investing"
Industry Research
Experience
Ransom Research, Inc. 2003 - Present
Lean Horizons; Lean Value Stream, Simpler; SISU; and TBM 2003 - Present
Shingo Prize Academy for Operational Excellence 2001 - Present
Shingo Insitute, Home of the Shingo Prize for Enterprize Excellence May 2012 - 2014
Shingo Prize Academy for Operational Excellence 2011 - 2014
Janney Montgomery Scott 2001 - 2002
State Street Research and Management 1998 - 2001
NatWest Securities 1996 - 1998
Raymond James Financial Inc. 1992 - 1996
Ferris, Baker Watts 1982 - 1992
Skills
Investments, Lean Management, Industrial investment..., Lean cultural..., Equity Research, Independent Equity..., Institutional Research, Lean Manufacturing, Lean Thinking, Lean Transformation, Lean Consulting, Lean Consulting..., Lean Investing, Public Speaking, Lean Presentations, Lean and Investing, Management, Six Sigma, Industrial Engineering, Equities, Private Equity, Strategy, Value Stream Mapping, Operational Excellence, Operations Management, Venture Capital, Kaizen, Analysis, Financial Modeling, Management Consulting, Competitive Analysis, Kanban, Continuous Improvement, Business Strategy, Cross-functional Team..., Process Engineering, Executive Management, Start-ups, Consulting, Mergers & Acquisitions, Product Development, Business Planning, Manufacturing Operations, Performance Improvement, Entrepreneurship, Change Management, Acquisition Integration, Program Management, Manufacturing..., Business Transformation
Education
Princeton University 1963 — 1967
Bachelor's degree, Romance Languages and Literature
Johns Hopkins SAIS 1967 — 1969
Master's degree, International Relations and Economics
Loyola University 1978 — 1980
Master of Business Administration (MBA), Business
Choate Rosemary Hall 1959 — 1963
Ransom Research, Inc. 2003 - Present
Lean Horizons; Lean Value Stream, Simpler; SISU; and TBM 2003 - Present
Shingo Prize Academy for Operational Excellence 2001 - Present
Shingo Insitute, Home of the Shingo Prize for Enterprize Excellence May 2012 - 2014
Shingo Prize Academy for Operational Excellence 2011 - 2014
Janney Montgomery Scott 2001 - 2002
State Street Research and Management 1998 - 2001
NatWest Securities 1996 - 1998
Raymond James Financial Inc. 1992 - 1996
Ferris, Baker Watts 1982 - 1992
Skills
Investments, Lean Management, Industrial investment..., Lean cultural..., Equity Research, Independent Equity..., Institutional Research, Lean Manufacturing, Lean Thinking, Lean Transformation, Lean Consulting, Lean Consulting..., Lean Investing, Public Speaking, Lean Presentations, Lean and Investing, Management, Six Sigma, Industrial Engineering, Equities, Private Equity, Strategy, Value Stream Mapping, Operational Excellence, Operations Management, Venture Capital, Kaizen, Analysis, Financial Modeling, Management Consulting, Competitive Analysis, Kanban, Continuous Improvement, Business Strategy, Cross-functional Team..., Process Engineering, Executive Management, Start-ups, Consulting, Mergers & Acquisitions, Product Development, Business Planning, Manufacturing Operations, Performance Improvement, Entrepreneurship, Change Management, Acquisition Integration, Program Management, Manufacturing..., Business Transformation
Education
Princeton University 1963 — 1967
Bachelor's degree, Romance Languages and Literature
Johns Hopkins SAIS 1967 — 1969
Master's degree, International Relations and Economics
Loyola University 1978 — 1980
Master of Business Administration (MBA), Business
Choate Rosemary Hall 1959 — 1963
Joe Tippets Joe Tippets's Raymond James Financial Inc. Experience April 2012 - March 2013
Job Project Manager/Process Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2014 - Present
TEKsystems August 2014 - Present
CapTech February 2012 - December 2013
Verisk Health June 2013 - October 2013
Raymond James Financial Inc. April 2012 - March 2013
Texans Credit Union 2006 - 2011
GE Corporate Payment Services 2000 - 2006
GE Corporate Payment Services 1999 - 2000
GE Corporate Payment Services 1998 - 1999
Skills
Project Planning, Program Management, Process Improvement, SharePoint, Records Management, Business Analysis, Six Sigma, Change Management, Applications Support, Technology..., Systems Conversions, Test Management, Performance Testing, Analysis, Cross-functional Team..., Software Documentation, Billing Systems, Leadership, Strategy, Technical Support, Project Management, Credit Cards, Business Process, Management, Integration, Business Process..., Project Portfolio..., Visio, Governance, SDLC, Requirements Analysis, IT Management, Business Intelligence, Agile Methodologies, Financial Services, PMO, Consulting, Software Project...
Education
Brigham Young University
Bachelor of Arts
Bank of America September 2014 - Present
TEKsystems August 2014 - Present
CapTech February 2012 - December 2013
Verisk Health June 2013 - October 2013
Raymond James Financial Inc. April 2012 - March 2013
Texans Credit Union 2006 - 2011
GE Corporate Payment Services 2000 - 2006
GE Corporate Payment Services 1999 - 2000
GE Corporate Payment Services 1998 - 1999
Skills
Project Planning, Program Management, Process Improvement, SharePoint, Records Management, Business Analysis, Six Sigma, Change Management, Applications Support, Technology..., Systems Conversions, Test Management, Performance Testing, Analysis, Cross-functional Team..., Software Documentation, Billing Systems, Leadership, Strategy, Technical Support, Project Management, Credit Cards, Business Process, Management, Integration, Business Process..., Project Portfolio..., Visio, Governance, SDLC, Requirements Analysis, IT Management, Business Intelligence, Agile Methodologies, Financial Services, PMO, Consulting, Software Project...
Education
Brigham Young University
Bachelor of Arts
Melissa McFarland Melissa McFarland's Raymond James Financial Inc. Experience January 2013 - December 2014
Job Student at Simmons College
Industry Health, Wellness and Fitness
Experience
Flywheel Sports January 2013 - Present
New York-Presbyterian Hospital July 2015 - August 2015
Raymond James Financial Inc. January 2013 - December 2014
Pennsylvani Association of Sustainable Agriculture October 2011 - May 2012
Bucknell University Library & IT January 2009 - May 2012
Randall's Island Sports Foundation May 2011 - August 2011
Children's School of Science June 2006 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Photoshop, Customer Service, Public Speaking, Editing, English, Windows, Outlook
Education
Simmons College 2015 — 2016
Certificate in Dietetics, Nutrition Sciences
Bucknell University 2008 — 2012
Bachelor of Arts (B.A.), Anthropology and Psychology
Pascack Valley High School 2004 — 2008
Flywheel Sports January 2013 - Present
New York-Presbyterian Hospital July 2015 - August 2015
Raymond James Financial Inc. January 2013 - December 2014
Pennsylvani Association of Sustainable Agriculture October 2011 - May 2012
Bucknell University Library & IT January 2009 - May 2012
Randall's Island Sports Foundation May 2011 - August 2011
Children's School of Science June 2006 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Photoshop, Customer Service, Public Speaking, Editing, English, Windows, Outlook
Education
Simmons College 2015 — 2016
Certificate in Dietetics, Nutrition Sciences
Bucknell University 2008 — 2012
Bachelor of Arts (B.A.), Anthropology and Psychology
Pascack Valley High School 2004 — 2008
Ryan Fellows's Raymond James Financial Inc. Experience August 2012 - January 2013
Job Sales & Trade Support
Industry Financial Services
Experience
CenterPoint Securities November 2014 - Present
Fidelity Investments January 2013 - December 2014
Raymond James Financial Inc. August 2012 - January 2013
Merrill Lynch August 2011 - July 2012
UBS June 2011 - September 2011
Skills
Series 7, Series 63, Sales, Finance, Financial Analysis, Investments, Microsoft Office, Time Management, Retirement Planning, Wealth Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Event Planning, Strategic Financial..., Portfolio Management, Social Networking, Retirement, Mutual Funds, Outlook, Financial Modeling, Organization, Salesforce.com, 401k, Financial Services, Asset Management, Asset Allocation, Cold Calling, ETFs, Securities, IRAs
Education
California State University-Chico 2008 — 2012
Business Administration, Finance
CenterPoint Securities November 2014 - Present
Fidelity Investments January 2013 - December 2014
Raymond James Financial Inc. August 2012 - January 2013
Merrill Lynch August 2011 - July 2012
UBS June 2011 - September 2011
Skills
Series 7, Series 63, Sales, Finance, Financial Analysis, Investments, Microsoft Office, Time Management, Retirement Planning, Wealth Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Event Planning, Strategic Financial..., Portfolio Management, Social Networking, Retirement, Mutual Funds, Outlook, Financial Modeling, Organization, Salesforce.com, 401k, Financial Services, Asset Management, Asset Allocation, Cold Calling, ETFs, Securities, IRAs
Education
California State University-Chico 2008 — 2012
Business Administration, Finance
Liz (McKenzie) Smith's Raymond James Financial Inc. Experience May 2006 - January 2011
Job AVP, Relationship Associate
Industry Financial Services
Experience
Credit Suisse Securities (USA) LLC June 2015 - Present
Wells Fargo Advisors January 2011 - June 2015
Raymond James Financial Inc. May 2006 - January 2011
Prudential Financial 2000 - 2002
Paine Webber 1997 - 2000
Raymond James 1994 - 1997
Flack & Kurtz 1986 - 1990
Skills
Investments, Microsoft Office, Microsoft Word, Outlook, Marketing, Fixed Annuities, PowerPoint, Public Speaking, Financial Advisory, Financial Services, Customer Service, English, Windows, Teaching, Photoshop, Negotiation, Editing
Education
Bergen Community College 1984 — 1986
Associate's degree, Marketing/Marketing Management, General
Credit Suisse Securities (USA) LLC June 2015 - Present
Wells Fargo Advisors January 2011 - June 2015
Raymond James Financial Inc. May 2006 - January 2011
Prudential Financial 2000 - 2002
Paine Webber 1997 - 2000
Raymond James 1994 - 1997
Flack & Kurtz 1986 - 1990
Skills
Investments, Microsoft Office, Microsoft Word, Outlook, Marketing, Fixed Annuities, PowerPoint, Public Speaking, Financial Advisory, Financial Services, Customer Service, English, Windows, Teaching, Photoshop, Negotiation, Editing
Education
Bergen Community College 1984 — 1986
Associate's degree, Marketing/Marketing Management, General
Brock Bontrager's Raymond James Financial Inc. Experience January 2014 - April 2014
Job Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2015 - Present
Deloitte & Touche LLP June 2014 - August 2014
Raymond James Financial Inc. January 2014 - April 2014
Pellegrino Honick McFarland & Miller PA May 2013 - August 2013
Tradewater Pirates 2010 - 2010
Skills
Financial Analysis, Research, Microsoft Excel, Accounting, Time Management, Teamwork, Leadership, Auditing, QuickBooks, Financial Statements, Financial Accounting, College Baseball Player, Competitive, Discipline, Close Attention to..., Microsoft Office, PowerPoint, Customer Service, Public Speaking, Microsoft Word
Education
Boston College 2014 — 2015
Master of Science (M.S.), Finance
Florida Institute of Technology 2010 — 2014
Bachelor's Degree, Accounting
Florida Institute of Technology 2010 — 2014
Bachelor's Degree, Global Management & Finance
Lazard June 2015 - Present
Deloitte & Touche LLP June 2014 - August 2014
Raymond James Financial Inc. January 2014 - April 2014
Pellegrino Honick McFarland & Miller PA May 2013 - August 2013
Tradewater Pirates 2010 - 2010
Skills
Financial Analysis, Research, Microsoft Excel, Accounting, Time Management, Teamwork, Leadership, Auditing, QuickBooks, Financial Statements, Financial Accounting, College Baseball Player, Competitive, Discipline, Close Attention to..., Microsoft Office, PowerPoint, Customer Service, Public Speaking, Microsoft Word
Education
Boston College 2014 — 2015
Master of Science (M.S.), Finance
Florida Institute of Technology 2010 — 2014
Bachelor's Degree, Accounting
Florida Institute of Technology 2010 — 2014
Bachelor's Degree, Global Management & Finance
Sally Williams Sally Williams's Raymond James Financial Inc. Experience July 2013 - August 2015
Job Corporate Development Associate at Oracle
Industry Investment Banking
Experience
Oracle August 2015 - Present
Raymond James Financial Inc. July 2013 - August 2015
Raymond James Financial Inc. June 2012 - August 2012
Efficient Frontier June 2011 - August 2011
Guy Carpenter June 2010 - August 2010
Skills
Valuation, Equity Research, Equities, Bloomberg, Financial Modeling, Financial Services, Banking, Data Analysis, Finance, Analytics, Financial Risk, Competitive Analysis, Economics, PowerPoint, Microsoft Office, Analysis
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (BA), Economics and Accounting
Bond University 2012 — 2012
Oracle August 2015 - Present
Raymond James Financial Inc. July 2013 - August 2015
Raymond James Financial Inc. June 2012 - August 2012
Efficient Frontier June 2011 - August 2011
Guy Carpenter June 2010 - August 2010
Skills
Valuation, Equity Research, Equities, Bloomberg, Financial Modeling, Financial Services, Banking, Data Analysis, Finance, Analytics, Financial Risk, Competitive Analysis, Economics, PowerPoint, Microsoft Office, Analysis
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (BA), Economics and Accounting
Bond University 2012 — 2012
Jordan Fulcher's Raymond James Financial Inc. Experience July 2007 - August 2007
Job Coordinator, Commercial and Communications at Equine Canada
Industry Public Relations and Communications
Experience
Equine Canada May 2014 - Present
Roots October 2013 - December 2013
Restaurant Service Industry June 2008 - August 2013
University of Ottawa Equestrian Team September 2008 - April 2012
University of Ottawa September 2010 - April 2011
Government of Ontario 2011 - 2011
Roots December 2005 - May 2008
Raymond James Financial Inc. July 2007 - August 2007
Skills
Public Relations, Social Media, Event Planning, Restaurants, Food & Beverage, Event Management, Marketing Communications, Time Management, Media Relations, Critical Thinking, Presentations, Strategic Communications, Corporate Communications, Public Diplomacy, Social Networking, Fundraising, Facebook, Public Speaking, Social Media Marketing, Marketing
Education
Centennial College 2013 — 2014
Public Relations and Corporate Communication
Ontario Real Estate College 2013 — 2014
Residential and Commercial licensing, Real Estate
University of Ottawa / Université d'Ottawa 2008 — 2012
Business/Corporate Communications
York mills CI 2005 — 2008
Equine Canada May 2014 - Present
Roots October 2013 - December 2013
Restaurant Service Industry June 2008 - August 2013
University of Ottawa Equestrian Team September 2008 - April 2012
University of Ottawa September 2010 - April 2011
Government of Ontario 2011 - 2011
Roots December 2005 - May 2008
Raymond James Financial Inc. July 2007 - August 2007
Skills
Public Relations, Social Media, Event Planning, Restaurants, Food & Beverage, Event Management, Marketing Communications, Time Management, Media Relations, Critical Thinking, Presentations, Strategic Communications, Corporate Communications, Public Diplomacy, Social Networking, Fundraising, Facebook, Public Speaking, Social Media Marketing, Marketing
Education
Centennial College 2013 — 2014
Public Relations and Corporate Communication
Ontario Real Estate College 2013 — 2014
Residential and Commercial licensing, Real Estate
University of Ottawa / Université d'Ottawa 2008 — 2012
Business/Corporate Communications
York mills CI 2005 — 2008
Julie Myaskovsky Julie Myaskovsky's Raymond James Financial Inc. Experience January 2015 - Present
Job IT Administrator and Project Coordinator at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. January 2015 - Present
HSBC July 2009 - May 2012
HSBC August 2004 - July 2009
UBC Hospital Brain Research September 2001 - January 2004
Skills
Team Leadership, Leadership, Project Management, Change Management, Strategic Planning, Problem solving, Office Administration
Education
British Columbia Institute of Technology 2008 — 2010
Certification, Business Administration
The University of British Columbia 1996 — 2002
Bachelor of Science, Biology, General
Raymond James Financial Inc. January 2015 - Present
HSBC July 2009 - May 2012
HSBC August 2004 - July 2009
UBC Hospital Brain Research September 2001 - January 2004
Skills
Team Leadership, Leadership, Project Management, Change Management, Strategic Planning, Problem solving, Office Administration
Education
British Columbia Institute of Technology 2008 — 2010
Certification, Business Administration
The University of British Columbia 1996 — 2002
Bachelor of Science, Biology, General
Karen Embrey, CMP, CTE, SMMC Karen Embrey, CMP, CTE, SMMC's Raymond James Financial Inc. Experience May 2009 - August 2012
Job Senior Travel Manager / Trip Designer at Tuscany Tours
Industry Leisure, Travel & Tourism
Experience
Tuscany Tours March 2014 - Present
The British Institute of Florence September 2012 - December 2012
Raymond James Financial Inc. May 2009 - August 2012
Raymond James Financial Inc. December 2007 - May 2009
Raymond James Financial Inc. August 2005 - December 2007
Tech Data 1997 - 2005
Wyndham Worldwide 1996 - 1997
Wyndham Worldwide 1995 - 1996
Skills
Contract Negotiation, Event Management, Meeting Planning, Procurement, Budgets, Corporate Events, Vendor Management, Travel Management, Outlook, Training, Certified Meeting..., Incentive Programs, Logistics Management, Strategic Meetings..., Contract Management, Hotels, Menu Development, Process Improvement, Process Management, Business Innovation, Business Travel, Organization, Corporate Relocation, Policy Writing, Compliance, Vendor Management..., Mentoring Of Staff, Staff Management, Event Planning, Event Producing, Travel Planning, Microsoft Office, Italian languages, Online Research, Data Analysis, Special Events..., Volunteer Management, Volunteer Training, Executive Reporting, Conference Production, International..., Conference Registration, Opening Hotels
Education
British Institute, Florence, Italy 2012 — 2012
Renaissance Art History & Italian Language
Georgetown University - The McDonough School of Business
BS, Business Administration
California State University-Long Beach
Certificate of Meeting Planning, Meeting and Event Planning
Stetson University College of Law
Attended
Tuscany Tours March 2014 - Present
The British Institute of Florence September 2012 - December 2012
Raymond James Financial Inc. May 2009 - August 2012
Raymond James Financial Inc. December 2007 - May 2009
Raymond James Financial Inc. August 2005 - December 2007
Tech Data 1997 - 2005
Wyndham Worldwide 1996 - 1997
Wyndham Worldwide 1995 - 1996
Skills
Contract Negotiation, Event Management, Meeting Planning, Procurement, Budgets, Corporate Events, Vendor Management, Travel Management, Outlook, Training, Certified Meeting..., Incentive Programs, Logistics Management, Strategic Meetings..., Contract Management, Hotels, Menu Development, Process Improvement, Process Management, Business Innovation, Business Travel, Organization, Corporate Relocation, Policy Writing, Compliance, Vendor Management..., Mentoring Of Staff, Staff Management, Event Planning, Event Producing, Travel Planning, Microsoft Office, Italian languages, Online Research, Data Analysis, Special Events..., Volunteer Management, Volunteer Training, Executive Reporting, Conference Production, International..., Conference Registration, Opening Hotels
Education
British Institute, Florence, Italy 2012 — 2012
Renaissance Art History & Italian Language
Georgetown University - The McDonough School of Business
BS, Business Administration
California State University-Long Beach
Certificate of Meeting Planning, Meeting and Event Planning
Stetson University College of Law
Attended
Ryan Zolper's Raymond James Financial Inc. Experience July 2013 - December 2013
Job Developer at GeniusCentral Systems, Inc.
Industry Program Development
Experience
GeniusCentral Systems, Inc. May 2015 - Present
Arrange An Exchange March 2015 - Present
Wash and Wax House Calls May 2013 - February 2015
Guardian ad Litem Foundation of Tampa Bay, Inc. May 2014 - November 2014
Raymond James June 2014 - September 2014
Raymond James Financial Inc. July 2013 - December 2013
Skills
Ruby on Rails, Microsoft Excel, Excel VBA, Social Media, Teamwork, Leadership, Marketing, Public Speaking
Education
The Iron Yard 2015 — 2015
Ruby on Rails Course
Bucknell University 2012 — 2014
Global Management
GeniusCentral Systems, Inc. May 2015 - Present
Arrange An Exchange March 2015 - Present
Wash and Wax House Calls May 2013 - February 2015
Guardian ad Litem Foundation of Tampa Bay, Inc. May 2014 - November 2014
Raymond James June 2014 - September 2014
Raymond James Financial Inc. July 2013 - December 2013
Skills
Ruby on Rails, Microsoft Excel, Excel VBA, Social Media, Teamwork, Leadership, Marketing, Public Speaking
Education
The Iron Yard 2015 — 2015
Ruby on Rails Course
Bucknell University 2012 — 2014
Global Management
Paige Cobbs Paige Cobbs's Raymond James Financial Inc. Experience July 2013 - November 2014
Job Institutional Equity Sales at OTR Global
Industry Financial Services
Experience
OTR Global November 2014 - Present
Raymond James Financial Inc. July 2013 - November 2014
Hess Corporation May 2012 - August 2012
Capstone Strategic January 2012 - February 2012
The Back Porch Cafe 2008 - 2011
Skills
Economics, Microsoft Excel, PowerPoint, Research, Microsoft Office, Financial Analysis, Data Analysis, Equities, Hedge Funds, Institutional Sales, Valuation, Mergers, Marketing Strategy
Education
Bucknell University
BA, Economics
St. Mary's High School
Trinity College in Rome
Vanderbilt University
Vanderbilt Accelerator Program
OTR Global November 2014 - Present
Raymond James Financial Inc. July 2013 - November 2014
Hess Corporation May 2012 - August 2012
Capstone Strategic January 2012 - February 2012
The Back Porch Cafe 2008 - 2011
Skills
Economics, Microsoft Excel, PowerPoint, Research, Microsoft Office, Financial Analysis, Data Analysis, Equities, Hedge Funds, Institutional Sales, Valuation, Mergers, Marketing Strategy
Education
Bucknell University
BA, Economics
St. Mary's High School
Trinity College in Rome
Vanderbilt University
Vanderbilt Accelerator Program
Satin Small's Raymond James Financial Inc. Experience July 2014 - Present
Job Operations Representative II at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - Present
First Tennessee Bank January 2013 - July 2014
Macy + Associates October 2010 - January 2013
Victoria's Secret November 2008 - February 2010
Skills
Facebook, Social Networking, Public Relations, Social Media, Social Media Marketing, Visual Merchandising, Customer Service, Event Planning, Fashion, Cashiering, Sales, Merchandising, Retail, Marketing, Retail Sales, Time Management, Advertising, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Leadership
Education
Bethel University, College of Professional Studies 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Memphis 2009 — 2013
Bachelor's Degree, Finance
Germantown High School 2005 — 2009
High school diploma
Raymond James Financial Inc. July 2014 - Present
First Tennessee Bank January 2013 - July 2014
Macy + Associates October 2010 - January 2013
Victoria's Secret November 2008 - February 2010
Skills
Facebook, Social Networking, Public Relations, Social Media, Social Media Marketing, Visual Merchandising, Customer Service, Event Planning, Fashion, Cashiering, Sales, Merchandising, Retail, Marketing, Retail Sales, Time Management, Advertising, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Leadership
Education
Bethel University, College of Professional Studies 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Memphis 2009 — 2013
Bachelor's Degree, Finance
Germantown High School 2005 — 2009
High school diploma
LaDarius Taylor LaDarius Taylor's Raymond James Financial Inc. Experience August 2013 - September 2014
Job Associate Marketing Specialist at FedEx Services
Industry Financial Services
Experience
FedEx Services September 2014 - Present
Raymond James Financial Inc. August 2013 - September 2014
First Tennessee Bank June 2013 - August 2013
First Tennessee Bank October 2011 - May 2013
Christian Brothers University 2009 - 2013
Skills
Data Analysis, Risk Management, Photoshop, Microsoft Excel, PowerPoint, Bank Secrecy Act, AML, Microsoft Word, Financial Analysis, Access, Finance, Bloomberg, Leadership, Microsoft Office, Customer Service, Public Speaking, Management, Research
Education
Christian Brothers University 2009 — 2013
Bachelor's Degree, Finance
Christian Brothers University 2009 — 2013
B.S. Finance, Investments and Securities
FedEx Services September 2014 - Present
Raymond James Financial Inc. August 2013 - September 2014
First Tennessee Bank June 2013 - August 2013
First Tennessee Bank October 2011 - May 2013
Christian Brothers University 2009 - 2013
Skills
Data Analysis, Risk Management, Photoshop, Microsoft Excel, PowerPoint, Bank Secrecy Act, AML, Microsoft Word, Financial Analysis, Access, Finance, Bloomberg, Leadership, Microsoft Office, Customer Service, Public Speaking, Management, Research
Education
Christian Brothers University 2009 — 2013
Bachelor's Degree, Finance
Christian Brothers University 2009 — 2013
B.S. Finance, Investments and Securities
Sam Swiggett's Raymond James Financial Inc. Experience June 2008 - August 2008
Job Medical Student at FIU Herbert Wertheim College of Medicine
Industry Hospital & Health Care
Experience
ZocDoc July 2012 - July 2013
All Children's Hospital October 2011 - June 2012
Deloitte Consulting July 2010 - August 2011
Merck June 2009 - August 2009
Raymond James Financial Inc. June 2008 - August 2008
Education
FIU Herbert Wertheim College of Medicine
Doctor of Medicine (M.D.)
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Biology, General
University of South Florida-St. Petersburg Campus 2011 — 2012
Non-Degree
ZocDoc July 2012 - July 2013
All Children's Hospital October 2011 - June 2012
Deloitte Consulting July 2010 - August 2011
Merck June 2009 - August 2009
Raymond James Financial Inc. June 2008 - August 2008
Education
FIU Herbert Wertheim College of Medicine
Doctor of Medicine (M.D.)
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Biology, General
University of South Florida-St. Petersburg Campus 2011 — 2012
Non-Degree
Brian Capalad's Raymond James Financial Inc. Experience December 2012 - January 2013
Job Credit Analyst at Quick Bridge Funding
Industry Financial Services
Experience
Quick Bridge Funding January 2015 - Present
Quality Systems, Inc August 2013 - January 2015
Titan Shops July 2012 - September 2013
Raymond James Financial Inc. December 2012 - January 2013
Office Depot November 2010 - May 2011
Skills
Accounting, Microsoft Excel, SAP, Customer Service, Analysis, Microsoft Office, Microsoft Word, Teamwork, Cashiering, Corporate Finance, Facebook, Marketing, Finance, Financial Analysis, Email, Outlook
Education
California State University-Fullerton 2010 — 2015
Bachelor of Arts (B.A.), Finance, 3.29
Carson High School 2006 — 2010
High School Diploma
Quick Bridge Funding January 2015 - Present
Quality Systems, Inc August 2013 - January 2015
Titan Shops July 2012 - September 2013
Raymond James Financial Inc. December 2012 - January 2013
Office Depot November 2010 - May 2011
Skills
Accounting, Microsoft Excel, SAP, Customer Service, Analysis, Microsoft Office, Microsoft Word, Teamwork, Cashiering, Corporate Finance, Facebook, Marketing, Finance, Financial Analysis, Email, Outlook
Education
California State University-Fullerton 2010 — 2015
Bachelor of Arts (B.A.), Finance, 3.29
Carson High School 2006 — 2010
High School Diploma
Jon Throndson Jon Throndson's Raymond James Financial Inc. Experience March 2005 - October 2007
Job AVP Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2013 - Present
Nuveen Investments January 2011 - Present
FAF Advisors October 2007 - December 2010
Raymond James Financial Inc. March 2005 - October 2007
Edward Jones November 2001 - March 2005
Morgan Stanley October 2000 - November 2001
The Schwan Food Company January 1995 - October 2000
Skills
Series 7, Separately Managed..., Mutual Funds, Series 66, Series 63, Asset Allocation, Series 65, Alternative Investments, Securities, Wealth Management, Investment Advisory, Investment Strategies, Uniform Combined State..., Investments
Education
Capella University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, Specialization in Finance
University of Northern Iowa 1989 — 1990
Finance
Nuveen Investments July 2013 - Present
Nuveen Investments January 2011 - Present
FAF Advisors October 2007 - December 2010
Raymond James Financial Inc. March 2005 - October 2007
Edward Jones November 2001 - March 2005
Morgan Stanley October 2000 - November 2001
The Schwan Food Company January 1995 - October 2000
Skills
Series 7, Separately Managed..., Mutual Funds, Series 66, Series 63, Asset Allocation, Series 65, Alternative Investments, Securities, Wealth Management, Investment Advisory, Investment Strategies, Uniform Combined State..., Investments
Education
Capella University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, Specialization in Finance
University of Northern Iowa 1989 — 1990
Finance
Kurtis Magee's Raymond James Financial Inc. Experience February 2013 - October 2014
Job Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. February 2013 - October 2014
Sunstone Labs, Inc. March 2012 - September 2014
Sarepta Therapeutics June 2011 - April 2012
Skills
Series 7, Series 24, Series 66, Life & Health Insurance...
Education
Northwestern University
Certificate in Financial Planning
Boston College 2008 — 2011
Master of Science, Organic Chemistry
Hamilton College 2005 — 2008
Bachelor of Arts, Chemistry (with Honors), Comparative Literature
Raymond James Financial Inc. February 2013 - October 2014
Sunstone Labs, Inc. March 2012 - September 2014
Sarepta Therapeutics June 2011 - April 2012
Skills
Series 7, Series 24, Series 66, Life & Health Insurance...
Education
Northwestern University
Certificate in Financial Planning
Boston College 2008 — 2011
Master of Science, Organic Chemistry
Hamilton College 2005 — 2008
Bachelor of Arts, Chemistry (with Honors), Comparative Literature
Anthony Giannobile's Raymond James Financial Inc. Experience July 2012 - July 2015
Job Associate at Bunker Hill Capital
Industry Banking
Experience
Bunker Hill Capital October 2015 - Present
Raymond James Financial Inc. July 2012 - July 2015
Raymond James & Associates, Inc June 2011 - August 2011
Damco June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Corporate Finance, Equities, Investments, Fixed Income, Bloomberg Terminal, Portfolio Management, Finance, Series 63
Education
Boston College 2008 — 2012
BS, Finance and Accounting
Saint Peter Preparatory School JC 2004 — 2008
Bunker Hill Capital October 2015 - Present
Raymond James Financial Inc. July 2012 - July 2015
Raymond James & Associates, Inc June 2011 - August 2011
Damco June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Corporate Finance, Equities, Investments, Fixed Income, Bloomberg Terminal, Portfolio Management, Finance, Series 63
Education
Boston College 2008 — 2012
BS, Finance and Accounting
Saint Peter Preparatory School JC 2004 — 2008
Cayce Densford Cayce Densford's Raymond James Financial Inc. Experience November 2010 - May 2013
Job Lausanne Collegiate School
Industry Education Management
Experience
Lausanne Collegiate School August 2009 - Present
Raymond James Financial Inc. November 2010 - May 2013
Delta Medical Center August 2010 - November 2010
Delta Medical Center September 2009 - August 2010
Kerrville Marble, Inc. April 2004 - August 2009
Skills
Teaching, Microsoft Excel, Public Relations, Customer Service, Management
Education
Christian Brothers University 2005 — 2009
Bachelor of Science, Business Administration/Marketing
Lausanne Collegiate School August 2009 - Present
Raymond James Financial Inc. November 2010 - May 2013
Delta Medical Center August 2010 - November 2010
Delta Medical Center September 2009 - August 2010
Kerrville Marble, Inc. April 2004 - August 2009
Skills
Teaching, Microsoft Excel, Public Relations, Customer Service, Management
Education
Christian Brothers University 2005 — 2009
Bachelor of Science, Business Administration/Marketing
Ryan Makahilahila Ryan Makahilahila's Raymond James Financial Inc. Experience November 2014 - Present
Job Intern Analyst at Aries Capital Partners
Industry Investment Banking
Experience
Aries Capital Partners May 2015 - Present
Raymond James Financial Inc. November 2014 - Present
ProPay November 2014 - Present
Accretive Capital Management May 2015 - August 2015
The Wayne Brown Institute October 2014 - July 2015
Global Financial Advisors January 2015 - April 2015
Flexsim Software Products, Inc. September 2014 - December 2014
Brigham Young University January 2013 - October 2014
Skills
Spanish, Public Speaking, Teaching, Data Analysis, Research, Statistics, Microsoft Excel, Financial Modeling, Social Media, Management, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Team Leadership, Training, Market Research
Education
Brigham Young University 2013 — 2016
Finance
Aries Capital Partners May 2015 - Present
Raymond James Financial Inc. November 2014 - Present
ProPay November 2014 - Present
Accretive Capital Management May 2015 - August 2015
The Wayne Brown Institute October 2014 - July 2015
Global Financial Advisors January 2015 - April 2015
Flexsim Software Products, Inc. September 2014 - December 2014
Brigham Young University January 2013 - October 2014
Skills
Spanish, Public Speaking, Teaching, Data Analysis, Research, Statistics, Microsoft Excel, Financial Modeling, Social Media, Management, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Team Leadership, Training, Market Research
Education
Brigham Young University 2013 — 2016
Finance
Mark Anthony Erskine Mark Anthony Erskine's Raymond James Financial Inc. Experience 1994 - 2004
Job Director at Reverse Mortgage Works
Industry Banking
Experience
Reverse Mortgage Works 2004 - Present
Raymond James Financial Inc. 1994 - 2004
PaineWebber 1989 - 1994
Skills
Reverse Mortgages
Education
California Lutheran University 2012 — 2014
Master of Business Administration (MBA), Financial Planning and Services
UCSB 1986 — 1989
Economics
Reverse Mortgage Works 2004 - Present
Raymond James Financial Inc. 1994 - 2004
PaineWebber 1989 - 1994
Skills
Reverse Mortgages
Education
California Lutheran University 2012 — 2014
Master of Business Administration (MBA), Financial Planning and Services
UCSB 1986 — 1989
Economics
Daniel Gafford, CFP® Daniel Gafford, CFP®'s Raymond James Financial Inc. Experience September 2007 - December 2013
Job Operations Associate / SouthernSun Asset Management
Industry Financial Services
Experience
SouthernSun Asset Management December 2013 - Present
Raymond James Financial Inc. September 2007 - December 2013
Skills
Account Reconciliation, Portfolio Management, Finance, Corporate Finance, Financial Services, Financial Reporting, Microsoft Excel, Analysis, Risk Management, Accounting, Asset Management, Microsoft Office, Investments, Equities, Mutual Funds
Education
Christian Brothers University 2012 — 2013
Certificate in financial planning
Christian Brothers University 2002 — 2006
B.A., Engineering
Christian Brothers University 2002 — 2006
BS, Computer engineering
SouthernSun Asset Management December 2013 - Present
Raymond James Financial Inc. September 2007 - December 2013
Skills
Account Reconciliation, Portfolio Management, Finance, Corporate Finance, Financial Services, Financial Reporting, Microsoft Excel, Analysis, Risk Management, Accounting, Asset Management, Microsoft Office, Investments, Equities, Mutual Funds
Education
Christian Brothers University 2012 — 2013
Certificate in financial planning
Christian Brothers University 2002 — 2006
B.A., Engineering
Christian Brothers University 2002 — 2006
BS, Computer engineering
Shawn Mire, CTP's Raymond James Financial Inc. Experience 2012 - 2013
Job Treasury Manager at Kinder Morgan
Industry Investment Banking
Experience
Houston Treasury Management Association (HTMA) March 2015 - Present
Kinder Morgan 2014 - Present
Raymond James Financial Inc. 2012 - 2013
Rotary International 2011 - 2012
Carnegie Mellon University – Australia 2011 - 2011
Morgan Keegan and Company, Inc. 2006 - 2010
Morgan Keegan and Company, Inc. 2005 - 2005
Monsanto 2005 - 2005
U.S. Congressman Bobby Jindal 2005 - 2005
Eagle Louisiana Federal Credit Union 2004 - 2004
Skills
Investment Banking, Financial Analysis, Capital Markets, Public Policy, Financial Modeling, Bonds, Public Speaking, Finance, Portfolio Management, Debt Management, Performance Measurement, Negotiation, Benefit Cost Analysis, Statistical Software, Certified Treasury..., Strategy, Valuation, Program Evaluation, Treasury Management, Securities, Policy Analysis, Analysis, Treasury Services, Communication, Fixed Income
Education
Carnegie Mellon University - H. John Heinz III College
M.S.
Louisiana State University and Agricultural and Mechanical College
B.S., Finance
Houston Treasury Management Association (HTMA) March 2015 - Present
Kinder Morgan 2014 - Present
Raymond James Financial Inc. 2012 - 2013
Rotary International 2011 - 2012
Carnegie Mellon University – Australia 2011 - 2011
Morgan Keegan and Company, Inc. 2006 - 2010
Morgan Keegan and Company, Inc. 2005 - 2005
Monsanto 2005 - 2005
U.S. Congressman Bobby Jindal 2005 - 2005
Eagle Louisiana Federal Credit Union 2004 - 2004
Skills
Investment Banking, Financial Analysis, Capital Markets, Public Policy, Financial Modeling, Bonds, Public Speaking, Finance, Portfolio Management, Debt Management, Performance Measurement, Negotiation, Benefit Cost Analysis, Statistical Software, Certified Treasury..., Strategy, Valuation, Program Evaluation, Treasury Management, Securities, Policy Analysis, Analysis, Treasury Services, Communication, Fixed Income
Education
Carnegie Mellon University - H. John Heinz III College
M.S.
Louisiana State University and Agricultural and Mechanical College
B.S., Finance
Steven Kovacs Steven Kovacs's Raymond James Financial Inc. Experience May 2001 - September 2001
Job Assurance Director at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP September 2003 - Present
Raymond James Financial Inc. May 2001 - September 2001
Skills
GAAP, Accounting, SEC filings, Internal Audit, US GAAP, CPA, Sarbanes-Oxley Act, Revenue Recognition, Sarbanes-Oxley, Internal Controls, External Audit, Auditing, SOX 404, SEC Filings, Financial Statements, Financial Accounting, Financial Analysis
Education
Christian Brothers University 1998 — 2002
Bachelor of Science (BS), Accounting
BDO USA, LLP September 2003 - Present
Raymond James Financial Inc. May 2001 - September 2001
Skills
GAAP, Accounting, SEC filings, Internal Audit, US GAAP, CPA, Sarbanes-Oxley Act, Revenue Recognition, Sarbanes-Oxley, Internal Controls, External Audit, Auditing, SOX 404, SEC Filings, Financial Statements, Financial Accounting, Financial Analysis
Education
Christian Brothers University 1998 — 2002
Bachelor of Science (BS), Accounting
George Guerra's Raymond James Financial Inc. Experience July 1998 - August 2002
Job Member at Wiand Guerra King
Industry Legal Services
Experience
Wiand Guerra King November 2009 - Present
Fowler White Boggs May 2006 - November 2009
Raymond James Financial, Inc July 1998 - August 2002
Hoge Fenton Jones & Appel 1991 - 1994
SunTrust Bank June 1985 - August 1989
Education
Stetson University College of Law 1989 — 1991
Juris Doctor, Law
Boston College 1981 — 1985
BA, Asian Studies
Tampa Jesuit High School 1977 — 1981
Wiand Guerra King November 2009 - Present
Fowler White Boggs May 2006 - November 2009
Raymond James Financial, Inc July 1998 - August 2002
Hoge Fenton Jones & Appel 1991 - 1994
SunTrust Bank June 1985 - August 1989
Education
Stetson University College of Law 1989 — 1991
Juris Doctor, Law
Boston College 1981 — 1985
BA, Asian Studies
Tampa Jesuit High School 1977 — 1981
Ramona Whiteside Ramona Whiteside's Raymond James Financial Inc. Experience September 2014 - Present
Job Compliance Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
LPL Financial 2012 - 2014
LPL Financial 2008 - 2012
Wachovia Retirement Services 2006 - 2007
Bank of America 2003 - 2006
Skills
Financial Analysis, Mutual Funds, Securities, Strategic Financial..., Series 7
Education
Belmont Abbey College
Accounting
CPCC Charlotte
Accounting
Raymond James Financial Inc. September 2014 - Present
LPL Financial 2012 - 2014
LPL Financial 2008 - 2012
Wachovia Retirement Services 2006 - 2007
Bank of America 2003 - 2006
Skills
Financial Analysis, Mutual Funds, Securities, Strategic Financial..., Series 7
Education
Belmont Abbey College
Accounting
CPCC Charlotte
Accounting
Will Gould Will Gould's Raymond James Financial Inc. Experience April 2003 - September 2005
Job Business Development at ConstantPLAN | Inbound Marketing | Media | Brand Within a Brand | Branding for Individuals
Industry Information Technology and Services
Experience
ConstantPLAN February 2012 - Present
PointServ January 2014 - December 2014
Valentine & Lewis November 2010 - February 2014
V&L Companies April 2005 - February 2014
Raymond James Financial Inc. April 2003 - September 2005
UBS January 2001 - April 2003
Prudential Financial (previously Prudential Securities) August 1998 - June 2001
Terminix April 1997 - July 1998
Skills
Management, Strategy, Asset Management, Financial Services, Sales, Marketing, Portfolio Management, Small Business, Finance, Territory Startup &..., Digital Media, Business Development, Inbound Lead Generation, Retirement, Securities, Sales Process, Retirement Planning, Wealth Management, Strategic Financial..., Wealth Management..., Investment Management, Startup Development, Financial Planning, Investments, Solopreneur
Education
Wharton Business School 2001 — 2002
CIMA, Risk Management- Financial Instruments
Boston University
Accounting
ConstantPLAN February 2012 - Present
PointServ January 2014 - December 2014
Valentine & Lewis November 2010 - February 2014
V&L Companies April 2005 - February 2014
Raymond James Financial Inc. April 2003 - September 2005
UBS January 2001 - April 2003
Prudential Financial (previously Prudential Securities) August 1998 - June 2001
Terminix April 1997 - July 1998
Skills
Management, Strategy, Asset Management, Financial Services, Sales, Marketing, Portfolio Management, Small Business, Finance, Territory Startup &..., Digital Media, Business Development, Inbound Lead Generation, Retirement, Securities, Sales Process, Retirement Planning, Wealth Management, Strategic Financial..., Wealth Management..., Investment Management, Startup Development, Financial Planning, Investments, Solopreneur
Education
Wharton Business School 2001 — 2002
CIMA, Risk Management- Financial Instruments
Boston University
Accounting
Gilliland, Steve Gilliland, Steve's Raymond James Financial Inc. Experience December 2009 - Present
Job Data Architect
Industry Financial Services
Experience
Raymond James Financial Inc. December 2009 - Present
Skills
Microsoft SQL Server, SQL, ASP.NET, C#, JavaScript, Visual Studio, .NET, Business Analysis, SSIS, SSRS, jQuery, AJAX, Access, IIS, Web Services, Windows Server, PL/SQL, Erwin, InfoSphere
Education
Christian Brothers University 1990 — 1991
Bachelor of Science (B.S.), Information Technology
Raymond James Financial Inc. December 2009 - Present
Skills
Microsoft SQL Server, SQL, ASP.NET, C#, JavaScript, Visual Studio, .NET, Business Analysis, SSIS, SSRS, jQuery, AJAX, Access, IIS, Web Services, Windows Server, PL/SQL, Erwin, InfoSphere
Education
Christian Brothers University 1990 — 1991
Bachelor of Science (B.S.), Information Technology
Parker Sheppard Parker Sheppard's Raymond James Financial Inc. Experience May 2012 - August 2012
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
Butler University Financial Services ProfessionalWestPoint Financial GroupAugust 2014 - December 2014
Merrill Lynch September 2013 - December 2013
Raymond James Financial Inc. May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Leadership, Access, Teamwork, Facebook
Education
Butler University 2010 — 2014
Bachelor's degree, Finance (Expected)
Ecole de Management de Marseille / Euromed Marseille 2013 — 2013
Bachelor's degree, Finance, General, Junior
Butler University Financial Services ProfessionalWestPoint Financial GroupAugust 2014 - December 2014
Merrill Lynch September 2013 - December 2013
Raymond James Financial Inc. May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Leadership, Access, Teamwork, Facebook
Education
Butler University 2010 — 2014
Bachelor's degree, Finance (Expected)
Ecole de Management de Marseille / Euromed Marseille 2013 — 2013
Bachelor's degree, Finance, General, Junior
Sherman Bedwell Sherman Bedwell's Raymond James Financial Inc. Experience December 2014 - Present
Job Web Administrator at Raymond James Financial Inc.
Industry Education Management
Experience
Raymond James Financial Inc. December 2014 - Present
New Vision Group, INC November 2009 - Present
Skybridge 2014 - 2014
Ultimate Medical Academy March 2010 - November 2011
Venom Custom Choppers January 2007 - June 2010
Petco May 2009 - March 2010
Ultimate Medical Academy - Tampa 2010 - 2010
Arx Tech Solutions 2010 - 2010
Arx Tech Solutions 2010 - 2010
Wal-Mart January 2005 - May 2008
Skills
Excel, Microsoft Office, Photoshop, Adobe Creative Suite, HTML5, CSS, XML, ASP.NET, Dreamweaver, Web Development, HTML, Illustrator, SEO, Flash, User Interface Design, XHTML, Team Leadership, VB.NET, Marketing Strategy, Team Building, Microsoft Excel, Logo Design, CSS3, HTML 5, Marketing, Web Design, Typography, Training, jQuery, Illustration, Google Analytics, Website Development, Online Marketing, PHP, JavaScript, User Experience, Management, Sales, Customer Service, Social Media, Leadership, Social Media Marketing, E-commerce
Education
International Academy of Design and Technology 2009 — 2010
Associates of Science, Web Design
Bethune-Cookman University
Bethune-Cookman University
East Lake
St. Petersburg College
Raymond James Financial Inc. December 2014 - Present
New Vision Group, INC November 2009 - Present
Skybridge 2014 - 2014
Ultimate Medical Academy March 2010 - November 2011
Venom Custom Choppers January 2007 - June 2010
Petco May 2009 - March 2010
Ultimate Medical Academy - Tampa 2010 - 2010
Arx Tech Solutions 2010 - 2010
Arx Tech Solutions 2010 - 2010
Wal-Mart January 2005 - May 2008
Skills
Excel, Microsoft Office, Photoshop, Adobe Creative Suite, HTML5, CSS, XML, ASP.NET, Dreamweaver, Web Development, HTML, Illustrator, SEO, Flash, User Interface Design, XHTML, Team Leadership, VB.NET, Marketing Strategy, Team Building, Microsoft Excel, Logo Design, CSS3, HTML 5, Marketing, Web Design, Typography, Training, jQuery, Illustration, Google Analytics, Website Development, Online Marketing, PHP, JavaScript, User Experience, Management, Sales, Customer Service, Social Media, Leadership, Social Media Marketing, E-commerce
Education
International Academy of Design and Technology 2009 — 2010
Associates of Science, Web Design
Bethune-Cookman University
Bethune-Cookman University
East Lake
St. Petersburg College
Rebecca A. Wilson, PMP Rebecca A. Wilson, PMP's Raymond James Financial Inc. Experience January 2014 - Present
Job Project Manager PCG Compliance at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates, Inc July 2011 - January 2014
State of Florida December 2010 - July 2011
Medical Education Technologies, Inc August 2006 - May 2010
Medical Education Technologies Incorporated August 2006 - September 2008
Sarasota County Government, Environmental Services January 2006 - July 2006
Miles Media Group October 2002 - March 2005
CMO Distribution Centers of America, LLC September 2001 - October 2002
Skills
Project Management, Process Improvement, PMP, Software Documentation, Program Management, Data Analysis, New Business Development, Vendor Management, Leadership, Change Management, Teamwork, Visio, Risk Management, Public Speaking, Time Management, Strategic Planning, Team Leadership, Requirements Gathering, Microsoft Office, Cross-functional Team..., Strategy, PMO, Coaching, Operations Management, Customer Service, SDLC, Business Process..., Account Management, Business Process, Requirements Analysis, Continuous Improvement, Financial Analysis, Training, Testing, MS Project, Business Analysis, Management, Analysis, Microsoft Excel, Research, Lean Manufacturing, Stakeholder Management, Database Administration, Healthcare Information..., Budgets, PowerPoint, Quality Management, Integration, Project Planning, Team Building
Education
Boston University - Metropolitan College 2015 — 2017
Master’s Degree, Project Management
University of South Florida 2009 — 2011
Bachelor of Science (B.S.), Business Management, 3.75
Boston University 2008 — 2009
Professional Certificate, Project Management Certification
State College of Florida-Manatee-Sarasota 1998 — 2000
AA, English Education
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates, Inc July 2011 - January 2014
State of Florida December 2010 - July 2011
Medical Education Technologies, Inc August 2006 - May 2010
Medical Education Technologies Incorporated August 2006 - September 2008
Sarasota County Government, Environmental Services January 2006 - July 2006
Miles Media Group October 2002 - March 2005
CMO Distribution Centers of America, LLC September 2001 - October 2002
Skills
Project Management, Process Improvement, PMP, Software Documentation, Program Management, Data Analysis, New Business Development, Vendor Management, Leadership, Change Management, Teamwork, Visio, Risk Management, Public Speaking, Time Management, Strategic Planning, Team Leadership, Requirements Gathering, Microsoft Office, Cross-functional Team..., Strategy, PMO, Coaching, Operations Management, Customer Service, SDLC, Business Process..., Account Management, Business Process, Requirements Analysis, Continuous Improvement, Financial Analysis, Training, Testing, MS Project, Business Analysis, Management, Analysis, Microsoft Excel, Research, Lean Manufacturing, Stakeholder Management, Database Administration, Healthcare Information..., Budgets, PowerPoint, Quality Management, Integration, Project Planning, Team Building
Education
Boston University - Metropolitan College 2015 — 2017
Master’s Degree, Project Management
University of South Florida 2009 — 2011
Bachelor of Science (B.S.), Business Management, 3.75
Boston University 2008 — 2009
Professional Certificate, Project Management Certification
State College of Florida-Manatee-Sarasota 1998 — 2000
AA, English Education
Lauren Cochran Lauren Cochran's Raymond James Financial Inc. Experience December 2013 - April 2014
Job Teacher/Coach at Midway High School
Industry Education Management
Experience
Sampson County Schools August 2014 - Present
Raymond James Financial Inc. December 2013 - April 2014
Raymond James Financial Inc. August 2012 - November 2013
Sampson Community College March 2010 - June 2011
Sampson County Schools October 2009 - March 2010
New York & Company July 2009 - January 2010
Wellons Management July 2002 - June 2006
Skills
Accounts Payable, Management, Accounts Receivable, Strategic Financial..., Account Reconciliation, Investments, Inventory Control, Budgets, Internal Controls, Finance, Customer Service, Sales, Software Documentation, Accounting
Education
Lincoln Memorial University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Campbell University 2010 — 2011
Master's degree, Trust and Wealth Management
East Carolina University 2006 — 2009
Bachelor of Science (B.S.), Business Administration and Management, Finance
Sampson County Schools August 2014 - Present
Raymond James Financial Inc. December 2013 - April 2014
Raymond James Financial Inc. August 2012 - November 2013
Sampson Community College March 2010 - June 2011
Sampson County Schools October 2009 - March 2010
New York & Company July 2009 - January 2010
Wellons Management July 2002 - June 2006
Skills
Accounts Payable, Management, Accounts Receivable, Strategic Financial..., Account Reconciliation, Investments, Inventory Control, Budgets, Internal Controls, Finance, Customer Service, Sales, Software Documentation, Accounting
Education
Lincoln Memorial University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Campbell University 2010 — 2011
Master's degree, Trust and Wealth Management
East Carolina University 2006 — 2009
Bachelor of Science (B.S.), Business Administration and Management, Finance
Leanna Gerken Leanna Gerken's Raymond James Financial Inc. Experience 2012 - 2013
Job Financial Analyst at Parallon Business Services
Industry Information Technology and Services
Experience
Raymond James Financial Inc. 2012 - 2013
WellCare Health Plans, Inc., and its subsidiaries 2011 - 2012
Citi 2011 - 2011
Senior Home Care, Inc 2009 - 2010
JPMorgan Chase 2009 - 2009
Leap Fiscal, LLC 2007 - 2009
Checkers Drive In Restaurants, Inc., and its subsidiaries 2000 - 2007
Skills
Training & Development, Healthcare Information..., Visual Basic, Financial Reporting, SQL, SharePoint, Visio, Analysis, SDLC, Databases, Business Analysis, Requirements Gathering, Microsoft Office, Healthcare, Program Management, Business Intelligence, Software Project..., Team Building, Project Management, Requirements Analysis, Budgets, MS Project, Database Administration, HIPAA, Medical Compliance, Financial Analysis, Oracle, Contract Negotiation, Technical Writing, Cross-functional Team...
Education
University of South Florida
Bachelor of Science (B.S.), Management Information Systems
Florida Atlantic University
Bachelor of Arts (B.A.), Political Science and Government
Broward Community College
Associate of Arts (A.A.), Computer Programming
Broward Community College
Certificate, Technical Report Writing
Raymond James Financial Inc. 2012 - 2013
WellCare Health Plans, Inc., and its subsidiaries 2011 - 2012
Citi 2011 - 2011
Senior Home Care, Inc 2009 - 2010
JPMorgan Chase 2009 - 2009
Leap Fiscal, LLC 2007 - 2009
Checkers Drive In Restaurants, Inc., and its subsidiaries 2000 - 2007
Skills
Training & Development, Healthcare Information..., Visual Basic, Financial Reporting, SQL, SharePoint, Visio, Analysis, SDLC, Databases, Business Analysis, Requirements Gathering, Microsoft Office, Healthcare, Program Management, Business Intelligence, Software Project..., Team Building, Project Management, Requirements Analysis, Budgets, MS Project, Database Administration, HIPAA, Medical Compliance, Financial Analysis, Oracle, Contract Negotiation, Technical Writing, Cross-functional Team...
Education
University of South Florida
Bachelor of Science (B.S.), Management Information Systems
Florida Atlantic University
Bachelor of Arts (B.A.), Political Science and Government
Broward Community College
Associate of Arts (A.A.), Computer Programming
Broward Community College
Certificate, Technical Report Writing
Shannon Tan Shannon Tan's Raymond James Financial Inc. Experience 2012 - 2014
Job VP, Corporate Counsel at iQor
Industry Law Practice
Experience
iQor January 2015 - Present
IRONMAN 2014 - January 2015
Raymond James Financial Inc. 2012 - 2014
Butler Pappas Weihmuller Katz Craig LLP 2011 - 2012
Second District Court of Appeal 2008 - 2011
Tampa Bay Times - Times Publishing Co 2003 - 2005
The Indianapolis Star 2002 - 2003
Education
Stetson University College of Law
Juris Doctor, magna cum laude
Brown University
B.A., Anthropology
Anglo-Chinese Junior College
iQor January 2015 - Present
IRONMAN 2014 - January 2015
Raymond James Financial Inc. 2012 - 2014
Butler Pappas Weihmuller Katz Craig LLP 2011 - 2012
Second District Court of Appeal 2008 - 2011
Tampa Bay Times - Times Publishing Co 2003 - 2005
The Indianapolis Star 2002 - 2003
Education
Stetson University College of Law
Juris Doctor, magna cum laude
Brown University
B.A., Anthropology
Anglo-Chinese Junior College
Ken Ketcham Ken Ketcham's Raymond James Financial Inc. Experience February 2008 - Present
Job Associate Counsel at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. February 2008 - Present
Raymond James Financial Inc. February 2008 - Present
ICBA Financial Services June 1999 - December 2007
Skills
Securities Regulation, Insurance, Series 24, Estate Planning, Mutual Funds, ERISA, Due Diligence, Investments, Capital Markets, AML, Trusts, Licensing, Fiduciary, CRD, Privacy Compliance, SEC, NFA, 408 b (2), Advisery ACT '40
Education
William Mitchell College of Law 1972 — 1975
J.D., Law
Bemidji State University 1967 — 1971
B.S. Cum Laude, History, Social Studies, Education
Rosemount
Rosemount
Raymond James Financial Inc. February 2008 - Present
Raymond James Financial Inc. February 2008 - Present
ICBA Financial Services June 1999 - December 2007
Skills
Securities Regulation, Insurance, Series 24, Estate Planning, Mutual Funds, ERISA, Due Diligence, Investments, Capital Markets, AML, Trusts, Licensing, Fiduciary, CRD, Privacy Compliance, SEC, NFA, 408 b (2), Advisery ACT '40
Education
William Mitchell College of Law 1972 — 1975
J.D., Law
Bemidji State University 1967 — 1971
B.S. Cum Laude, History, Social Studies, Education
Rosemount
Rosemount
Lauren Pilkington-Rich's Raymond James Financial Inc. Experience June 2014 - Present
Job Raymond James Financial, Inc. Associate Corporate Counsel II
Industry Law Practice
Experience
Raymond James Financial, Inc. June 2014 - Present
Bush Ross, P.A. (Middle District of Florida) September 2010 - June 2014
United States Court of Appeals for the Eleventh Circuit September 2009 - September 2010
Raymond James Financial Inc. January 2009 - May 2009
Bush Ross, P.A. May 2008 - August 2008
Executive Office of Governor Mitt Romney June 2005 - July 2006
Education
Stetson University College of Law 2006 — 2009
Doctor of Law (J.D.)
Boston University 2002 — 2005
Bachelor of Arts (B.A.), Political Science
Raymond James Financial, Inc. June 2014 - Present
Bush Ross, P.A. (Middle District of Florida) September 2010 - June 2014
United States Court of Appeals for the Eleventh Circuit September 2009 - September 2010
Raymond James Financial Inc. January 2009 - May 2009
Bush Ross, P.A. May 2008 - August 2008
Executive Office of Governor Mitt Romney June 2005 - July 2006
Education
Stetson University College of Law 2006 — 2009
Doctor of Law (J.D.)
Boston University 2002 — 2005
Bachelor of Arts (B.A.), Political Science
Christine Sanor's Raymond James Financial Inc. Experience March 2007 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Investment Management
Experience
Raymond James Financial Inc. March 2007 - Present
An Investment Firm October 1993 - February 2006
Education
Bob Jones University
Fairless High School
Kent State University
Bachelor of Arts (BA), Telecommunications and Public Relations
Raymond James Financial Inc. March 2007 - Present
An Investment Firm October 1993 - February 2006
Education
Bob Jones University
Fairless High School
Kent State University
Bachelor of Arts (BA), Telecommunications and Public Relations
Rebecca Grisco Rebecca Grisco's Raymond James Financial Inc. Experience July 2012 - Present
Job Registered Sales Assistant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2012 - Present
Grisco Household June 2008 - Present
Raymond James May 2003 - June 2010
Raymond James Financial January 2003 - June 2010
Raymond James 2002 - 2009
Skills
Asset Managment, Series 7, Microsoft Office, IRAs, Retirement Planning, Wealth Management, Asset Allocation, 401k, Mutual Funds, Securities, Investment Strategies, Strategic Planning, Office Administration
Education
Cedarville University 1997 — 2001
BA, Finance
Raymond James Financial Inc. July 2012 - Present
Grisco Household June 2008 - Present
Raymond James May 2003 - June 2010
Raymond James Financial January 2003 - June 2010
Raymond James 2002 - 2009
Skills
Asset Managment, Series 7, Microsoft Office, IRAs, Retirement Planning, Wealth Management, Asset Allocation, 401k, Mutual Funds, Securities, Investment Strategies, Strategic Planning, Office Administration
Education
Cedarville University 1997 — 2001
BA, Finance
Livia Cardinot's Raymond James Financial Inc. Experience May 2009 - July 2009
Job Operational Financial Analyst at Greystar
Industry Real Estate
Experience
Greystar September 2013 - Present
Horn Eichenwald Investments November 2012 - August 2013
Wedbush Securities September 2011 - November 2012
Symantec May 2009 - June 2010
Brandenburg Securities September 2009 - December 2009
Raymond James Financial Inc. May 2009 - July 2009
Hewitt Associates August 2008 - January 2009
Rollins College 2006 - 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Brazilian Portuguese, Spanish, Oracle Applications, Beta Management, Outlook, Administrative..., Research, Financial Analysis, Business Networking, Network Marketing, Direct Sales, Customer Service, Leadership, Marketing Communications, QuickBooks, Sales, Sales Presentations, Analysis, Business Analysis, Equity Research Analysis, Bloomberg, Retail Sales, Trend Analysis, Financial Statement..., Asset Allocation, Equities, Recruiting, Investment Banking, Valuation, Finance, Accounting, Equity Research, Market Research
Education
Rollins College 2006 — 2010
Bachelor of Arts, International Affairs
City University London 2009 — 2009
Course work, Business
Greystar September 2013 - Present
Horn Eichenwald Investments November 2012 - August 2013
Wedbush Securities September 2011 - November 2012
Symantec May 2009 - June 2010
Brandenburg Securities September 2009 - December 2009
Raymond James Financial Inc. May 2009 - July 2009
Hewitt Associates August 2008 - January 2009
Rollins College 2006 - 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Brazilian Portuguese, Spanish, Oracle Applications, Beta Management, Outlook, Administrative..., Research, Financial Analysis, Business Networking, Network Marketing, Direct Sales, Customer Service, Leadership, Marketing Communications, QuickBooks, Sales, Sales Presentations, Analysis, Business Analysis, Equity Research Analysis, Bloomberg, Retail Sales, Trend Analysis, Financial Statement..., Asset Allocation, Equities, Recruiting, Investment Banking, Valuation, Finance, Accounting, Equity Research, Market Research
Education
Rollins College 2006 — 2010
Bachelor of Arts, International Affairs
City University London 2009 — 2009
Course work, Business
Charles Rechtiene's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
Raymond James Financial Inc. June 2012 - August 2012
NISA Investment Advisors June 2010 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Bloomberg, Bloomberg Terminal
Education
Boston College 2009 — 2014
Bachelor's Degree, Finance, Information Systems
St. Louis University High School 2005 — 2009
High School
J.P. Morgan Asset Management July 2013 - Present
Raymond James Financial Inc. June 2012 - August 2012
NISA Investment Advisors June 2010 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Bloomberg, Bloomberg Terminal
Education
Boston College 2009 — 2014
Bachelor's Degree, Finance, Information Systems
St. Louis University High School 2005 — 2009
High School
Patrick McLellan Patrick McLellan's Raymond James Financial Inc. Experience May 2012 - May 2013
Job Program Controls Analyst at General Dynamics
Industry Defense & Space
Experience
General Dynamics - Ordnance & Tactical Systems May 2014 - Present
General Dynamics - Ordnance & Tactical Systems April 2013 - May 2014
Raymond James Financial Inc. May 2012 - May 2013
Raymond James Financial Inc. January 2011 - April 2012
Raymond James Financial Inc. November 2009 - December 2010
Avatar Securities, LLC November 2008 - June 2009
Skills
Investments, Portfolio Management, Bloomberg, Mutual Funds, Asset Allocation, Series 7, Finance, Equities, Trading, Financial Risk, Bonds, Financial Advisory
Education
University of Tampa 2011 — 2013
MBA
Central Michigan University 2004 — 2008
Bachelor of Science in Business Administration, Finance
General Dynamics - Ordnance & Tactical Systems May 2014 - Present
General Dynamics - Ordnance & Tactical Systems April 2013 - May 2014
Raymond James Financial Inc. May 2012 - May 2013
Raymond James Financial Inc. January 2011 - April 2012
Raymond James Financial Inc. November 2009 - December 2010
Avatar Securities, LLC November 2008 - June 2009
Skills
Investments, Portfolio Management, Bloomberg, Mutual Funds, Asset Allocation, Series 7, Finance, Equities, Trading, Financial Risk, Bonds, Financial Advisory
Education
University of Tampa 2011 — 2013
MBA
Central Michigan University 2004 — 2008
Bachelor of Science in Business Administration, Finance
Jeremy Chaffin's Raymond James Financial Inc. Experience March 2009 - February 2013
Job Partner, Financial Services at RIO Group
Industry Financial Services
Experience
The RIO Group January 2015 - Present
JJC Consulting, Inc March 2013 - January 2015
Raymond James Financial Inc. March 2009 - February 2013
Morgan Stanley May 2000 - March 2009
Raymond James Financial Inc. January 1997 - May 2000
Raymond James Financial Inc. May 1995 - August 1995
Education
Central Michigan University 1992 — 1996
Bachelor of Science in Business Administration, Finance, General
The RIO Group January 2015 - Present
JJC Consulting, Inc March 2013 - January 2015
Raymond James Financial Inc. March 2009 - February 2013
Morgan Stanley May 2000 - March 2009
Raymond James Financial Inc. January 1997 - May 2000
Raymond James Financial Inc. May 1995 - August 1995
Education
Central Michigan University 1992 — 1996
Bachelor of Science in Business Administration, Finance, General
Satish Sainath's Raymond James Financial Inc. Experience September 2012 - Present
Job Senior Developer / Analyst
Industry Financial Services
Experience
Raymond James Financial Inc. September 2012 - Present
Jennison Associates LLC July 2011 - September 2012
Artio Global Investors January 2007 - July 2011
Metavante Risk and Compliance Solutions (formerly Prime Associates, Inc.) October 1999 - January 2007
Skills
Fixed Income, Equities, Asset Management, Structured Products, Derivatives, Financial Risk, Market Data, Bloomberg, Mutual Funds, Hedge Funds, Asset Managment, Options, Business Analysis, Trading Systems, CDO, Credit Derivatives, Securities, Financial Services, Electronic Trading, Trading, AML, Capital Markets, SDLC, Portfolio Management, Management, C#, WPF, MVVM, Intex, CLO, MBS, Microsoft SQL Server, Excel/VBA, LINQ, Entity Framework, ASP.NET MVC, SQL, Risk Management, Banking, Requirements Analysis, Investments, Data Warehousing, AngularJS
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Quantitative Finance
Syracuse University 1997 — 1999
M.S, Engineering
Birla Institute of Technology and Science, Pilani 1993 — 1997
B. E, Engineering
Raymond James Financial Inc. September 2012 - Present
Jennison Associates LLC July 2011 - September 2012
Artio Global Investors January 2007 - July 2011
Metavante Risk and Compliance Solutions (formerly Prime Associates, Inc.) October 1999 - January 2007
Skills
Fixed Income, Equities, Asset Management, Structured Products, Derivatives, Financial Risk, Market Data, Bloomberg, Mutual Funds, Hedge Funds, Asset Managment, Options, Business Analysis, Trading Systems, CDO, Credit Derivatives, Securities, Financial Services, Electronic Trading, Trading, AML, Capital Markets, SDLC, Portfolio Management, Management, C#, WPF, MVVM, Intex, CLO, MBS, Microsoft SQL Server, Excel/VBA, LINQ, Entity Framework, ASP.NET MVC, SQL, Risk Management, Banking, Requirements Analysis, Investments, Data Warehousing, AngularJS
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Quantitative Finance
Syracuse University 1997 — 1999
M.S, Engineering
Birla Institute of Technology and Science, Pilani 1993 — 1997
B. E, Engineering
Shanda Parker's Raymond James Financial Inc. Experience April 2012 - Present
Job Benefits Administrator, Vice President at Morgan Keegan & Co, Inc
Industry Human Resources
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan & Co., Inc May 2003 - April 2012
Morgan Keegan & Co, Inc August 2001 - May 2003
Morgan Keegan & Co, Inc. January 2000 - August 2001
Skills
Recruiting, Team Building, Onboarding, HR Policies, Employee Benefits, Employee Relations, Human Resources, Benefits Administration, Customer Service, Budgets, Project Management, Deferred Compensation, Talent Management
Education
Christian Brothers University 2000 — 2004
Bachelor of Arts (BA), Applied Psychology
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan & Co., Inc May 2003 - April 2012
Morgan Keegan & Co, Inc August 2001 - May 2003
Morgan Keegan & Co, Inc. January 2000 - August 2001
Skills
Recruiting, Team Building, Onboarding, HR Policies, Employee Benefits, Employee Relations, Human Resources, Benefits Administration, Customer Service, Budgets, Project Management, Deferred Compensation, Talent Management
Education
Christian Brothers University 2000 — 2004
Bachelor of Arts (BA), Applied Psychology
Trevor McGill's Raymond James Financial Inc. Experience 2008 - Present
Job Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2008 - Present
HSBC Securities 2003 - 2008
Anglo Irish Bank 2001 - 2003
Morgan Stanley 1998 - 2001
Education
Boston College 1992 — 1996
BA
Belmont Hill 1987 — 1992
University of Cambridge
Raymond James Financial Inc. 2008 - Present
HSBC Securities 2003 - 2008
Anglo Irish Bank 2001 - 2003
Morgan Stanley 1998 - 2001
Education
Boston College 1992 — 1996
BA
Belmont Hill 1987 — 1992
University of Cambridge
Phil Gitlin's Raymond James Financial Inc. Experience November 2012 - Present
Job Portfolio Account Adminstrator II at Raymond James Financial Inc.
Industry Accounting
Experience
Raymond James Financial Inc. November 2012 - Present
First Coast Service Options, Inc. March 2011 - November 2012
PwC January 2010 - March 2011
Citigroup February 2009 - April 2009
Cohen and Grieb February 2008 - April 2008
Xerox Capital Services, LLC January 2001 - September 2007
Xerox January 1999 - January 2001
Xerox January 1998 - January 1999
Skills
Auditing, Accounting, Internal Controls, Account Reconciliation, Software Documentation, Tax, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Portfolio Management, Financial Accounting, Process Improvement, Accounts Receivable, Accounts Payable, Business Process..., Access, Analysis, Microsoft Excel, US GAAP
Education
University of Tampa - John H. Sykes College of Business 2008 — 2010
BS, Accounting
Bergen Community College 1983 — 1986
Associate of Science
Raymond James Financial Inc. November 2012 - Present
First Coast Service Options, Inc. March 2011 - November 2012
PwC January 2010 - March 2011
Citigroup February 2009 - April 2009
Cohen and Grieb February 2008 - April 2008
Xerox Capital Services, LLC January 2001 - September 2007
Xerox January 1999 - January 2001
Xerox January 1998 - January 1999
Skills
Auditing, Accounting, Internal Controls, Account Reconciliation, Software Documentation, Tax, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Portfolio Management, Financial Accounting, Process Improvement, Accounts Receivable, Accounts Payable, Business Process..., Access, Analysis, Microsoft Excel, US GAAP
Education
University of Tampa - John H. Sykes College of Business 2008 — 2010
BS, Accounting
Bergen Community College 1983 — 1986
Associate of Science
Brendan Ryan's Raymond James Financial Inc. Experience November 2012 - Present
Job Managing Director at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. November 2012 - Present
Raymond James Financial 2009 - November 2012
Lane Berry & Co July 2005 - April 2009
Landmark Partners June 1999 - May 2003
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA
Bowdoin College 1995 — 1999
Hotchkiss 1994 — 1995
Raymond James Financial Inc. November 2012 - Present
Raymond James Financial 2009 - November 2012
Lane Berry & Co July 2005 - April 2009
Landmark Partners June 1999 - May 2003
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA
Bowdoin College 1995 — 1999
Hotchkiss 1994 — 1995
Derrick Woodard's Raymond James Financial Inc. Experience 2013 - Present
Job MedTech Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2013 - Present
Ferghana Partners 2010 - 2012
Stanford Group Company 2008 - 2009
Skills
Valuation, Mergers
Education
New York University 2005 — 2007
Master's degree, Finance and Financial Management Services
Brown University 2000 — 2004
Bachelor of Arts (BA), Human Biology
Raymond James Financial Inc. 2013 - Present
Ferghana Partners 2010 - 2012
Stanford Group Company 2008 - 2009
Skills
Valuation, Mergers
Education
New York University 2005 — 2007
Master's degree, Finance and Financial Management Services
Brown University 2000 — 2004
Bachelor of Arts (BA), Human Biology
Julia Doran's Raymond James Financial Inc. Experience May 2012 - Present
Job Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - Present
MFS Investment Management May 2007 - May 2012
Franklin Templeton Investments 1997 - 2007
Education
University of Tampa 1997 — 2001
MBA
Bentley University 1992 — 1996
BS / Management
Raymond James Financial Inc. May 2012 - Present
MFS Investment Management May 2007 - May 2012
Franklin Templeton Investments 1997 - 2007
Education
University of Tampa 1997 — 2001
MBA
Bentley University 1992 — 1996
BS / Management
Peter Cwalina's Raymond James Financial Inc. Experience August 2002 - Present
Job Vice President, Investments, Retirement Plan Consultant at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. August 2002 - Present
Raymond James Financial Inc. August 2002 - Present
Education
Emory University - Goizueta Business School 1987 — 1989
Master of Business Administration (MBA)
Carnegie Mellon University 1985 — 1987
Bachelor of Science (BS), Managerial Economics
Raymond James Financial Inc. August 2002 - Present
Raymond James Financial Inc. August 2002 - Present
Education
Emory University - Goizueta Business School 1987 — 1989
Master of Business Administration (MBA)
Carnegie Mellon University 1985 — 1987
Bachelor of Science (BS), Managerial Economics
Dean Scarano's Raymond James Financial Inc. Experience May 2014 - Present
Job Senior Vice President at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Cain Brothers September 2010 - April 2014
Ambac June 2005 - September 2010
First Albany Capital March 1997 - June 2005
Alex. Brown May 1995 - March 1997
Donaldson, Lufkin & Jenrette February 1992 - March 1995
Skills
Investment Banking, Credit Analysis, Financial Modeling, Fixed Income, Capital Markets, Bonds, Portfolio Management, Derivatives, Valuation, Bloomberg, Hospital M&A, Bankruptcy & Workouts, Structured Finance
Education
University at Albany, SUNY 1987 — 1989
MBA, Finance
Binghamton University 1983 — 1987
BA, Economics
Raymond James Financial Inc. May 2014 - Present
Cain Brothers September 2010 - April 2014
Ambac June 2005 - September 2010
First Albany Capital March 1997 - June 2005
Alex. Brown May 1995 - March 1997
Donaldson, Lufkin & Jenrette February 1992 - March 1995
Skills
Investment Banking, Credit Analysis, Financial Modeling, Fixed Income, Capital Markets, Bonds, Portfolio Management, Derivatives, Valuation, Bloomberg, Hospital M&A, Bankruptcy & Workouts, Structured Finance
Education
University at Albany, SUNY 1987 — 1989
MBA, Finance
Binghamton University 1983 — 1987
BA, Economics
Tooker Timothy's Raymond James Financial Inc. Experience January 2012 - Present
Job Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2012 - Present
Morgan Keegan & Co. February 1987 - January 2012
Skills
Loans, Banking, Credit, Financial Analysis, Credit Analysis, Mortgage Lending, Leadership, Consumer Lending, Process Improvement, Mergers & Acquisitions
Education
Christian Brothers University 1984 — 1987
BS, Management
Christian Brothers University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Raymond James Financial Inc. January 2012 - Present
Morgan Keegan & Co. February 1987 - January 2012
Skills
Loans, Banking, Credit, Financial Analysis, Credit Analysis, Mortgage Lending, Leadership, Consumer Lending, Process Improvement, Mergers & Acquisitions
Education
Christian Brothers University 1984 — 1987
BS, Management
Christian Brothers University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Stephen A Menke, CFP®, CRPC's Raymond James Financial Inc. Experience September 2003 - May 2005
Job Investment Advisor Representative at Strategic Wealth
Industry Financial Services
Experience
Strategic Wealth October 2012 - Present
Strategic Wealth October 2012 - Present
Raymond James Financial Inc. September 2003 - May 2005
Skills
Retirement Income..., Investments, Estate Planning, Personal Financial..., Long-term Care Insurance, Life Insurance
Education
University of Iowa 1972 — 1974
masters of Arts, Health/Health Care Administration/Management
Benedictine College 1968 — 1972
Bachelor's degree, Economics
Aquinas High School 1964 — 1968
Strategic Wealth October 2012 - Present
Strategic Wealth October 2012 - Present
Raymond James Financial Inc. September 2003 - May 2005
Skills
Retirement Income..., Investments, Estate Planning, Personal Financial..., Long-term Care Insurance, Life Insurance
Education
University of Iowa 1972 — 1974
masters of Arts, Health/Health Care Administration/Management
Benedictine College 1968 — 1972
Bachelor's degree, Economics
Aquinas High School 1964 — 1968
Linda (Linda Lawton) Johnson's Raymond James Financial Inc. Experience January 2014 - Present
Job Deployment Specialist at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James Financial, Inc. March 1995 - Present
Raymond James Financial Inc. July 2013 - December 2013
Raymond James Financial Inc. June 2005 - July 2013
Raymond James Financial Inc. July 2001 - June 2005
Raymond James Financial Inc. October 1998 - July 2001
Raymond James Financial Inc. March 1995 - October 1998
Skills
Customer Service, Budgets, Outlook, Project Planning, Project Coordination, Microsoft Office, Vendor Management, Team Leadership, Charity Work, Charity Governance, Public Speaking, Organizational..., Business Analysis, Disaster Recovery, IT Management, Marketing, Process Improvement, Requirements Analysis, SDLC, SharePoint, Software Documentation, Testing, Troubleshooting, Visio
Education
St. Petersburg College
City Colleges of Chicago-Richard J Daley College 1987 — 1988
Raymond James Financial Inc. January 2014 - Present
Raymond James Financial, Inc. March 1995 - Present
Raymond James Financial Inc. July 2013 - December 2013
Raymond James Financial Inc. June 2005 - July 2013
Raymond James Financial Inc. July 2001 - June 2005
Raymond James Financial Inc. October 1998 - July 2001
Raymond James Financial Inc. March 1995 - October 1998
Skills
Customer Service, Budgets, Outlook, Project Planning, Project Coordination, Microsoft Office, Vendor Management, Team Leadership, Charity Work, Charity Governance, Public Speaking, Organizational..., Business Analysis, Disaster Recovery, IT Management, Marketing, Process Improvement, Requirements Analysis, SDLC, SharePoint, Software Documentation, Testing, Troubleshooting, Visio
Education
St. Petersburg College
City Colleges of Chicago-Richard J Daley College 1987 — 1988
Peter Sprague's Raymond James Financial Inc. Experience November 1985 - July 1989
Job Senior Manager Leadership Development at Ceridian
Industry Human Resources
Experience
Ceridian June 2011 - Present
Ceridian September 2010 - June 2011
FIS December 2007 - August 2010
Corporate Training Partners, Inc. July 1998 - December 2007
Raymond James February 1990 - January 1998
Raymond James Financial Inc. November 1985 - July 1989
Skills
Process Improvement, Employee Engagement, Leadership Development, Performance Management, Change Management, Management, Program Management, Coaching, Team Building, Leadership, Workshop Facilitation, Sales Management, Training, Talent Management, Performance Improvement, Executive Coaching, Employee Benefits, Software Documentation, Organizational..., Recruiting, Talent Acquisition, Human Resources, SaaS, Strategic Planning, Employee Training, Instructional Design, Succession Planning, Outsourcing, Sales Process, Learning Management, Call Centers, Vendor Management, Organizational..., Employee Relations, Onboarding, Personnel Management, Workforce Planning
Education
University of South Florida 1987 — 1989
MA, Science Education
Catawba College 1979 — 1983
BA, Accounting, Conservation Biology
Ceridian June 2011 - Present
Ceridian September 2010 - June 2011
FIS December 2007 - August 2010
Corporate Training Partners, Inc. July 1998 - December 2007
Raymond James February 1990 - January 1998
Raymond James Financial Inc. November 1985 - July 1989
Skills
Process Improvement, Employee Engagement, Leadership Development, Performance Management, Change Management, Management, Program Management, Coaching, Team Building, Leadership, Workshop Facilitation, Sales Management, Training, Talent Management, Performance Improvement, Executive Coaching, Employee Benefits, Software Documentation, Organizational..., Recruiting, Talent Acquisition, Human Resources, SaaS, Strategic Planning, Employee Training, Instructional Design, Succession Planning, Outsourcing, Sales Process, Learning Management, Call Centers, Vendor Management, Organizational..., Employee Relations, Onboarding, Personnel Management, Workforce Planning
Education
University of South Florida 1987 — 1989
MA, Science Education
Catawba College 1979 — 1983
BA, Accounting, Conservation Biology
Sapan Shah's Raymond James Financial Inc. Experience May 2010 - August 2010
Job High Yield Analyst
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Citi July 2014 - January 2015
Citi June 2012 - January 2015
Citi June 2011 - August 2011
FXCM September 2010 - December 2010
Raymond James Financial Inc. May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Word, Valuation, Corporate Finance, Bloomberg, Access, Data Analysis, Accounting, Social Media, Financial Reporting, Investments, Research, Market Research, Financial Accounting, Teamwork, Economics
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Bachelor of Science (BS), Finance and Economics
Boston University 2008 — 2010
Goldman Sachs January 2015 - Present
Citi July 2014 - January 2015
Citi June 2012 - January 2015
Citi June 2011 - August 2011
FXCM September 2010 - December 2010
Raymond James Financial Inc. May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Word, Valuation, Corporate Finance, Bloomberg, Access, Data Analysis, Accounting, Social Media, Financial Reporting, Investments, Research, Market Research, Financial Accounting, Teamwork, Economics
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Bachelor of Science (BS), Finance and Economics
Boston University 2008 — 2010
Kyle Darres's Raymond James Financial Inc. Experience April 2012 - August 2012
Job Research and Investment Data Analyst at GMO
Industry Research
Experience
GMO September 2014 - Present
Allant Group March 2014 - September 2014
Boston University April 2013 - May 2014
American Student Assistance May 2013 - September 2013
American Student Assistance September 2012 - December 2012
Raymond James Financial Inc. April 2012 - August 2012
Florida State University September 2011 - April 2012
Raymond James Financial Inc. June 2011 - August 2011
St. Petersburg College September 2009 - December 2009
Hollywood Video August 2008 - September 2009
Skills
R, SQL, Microsoft Office, C++, SharePoint, VBA, Quantitative Finance, Stata, Microsoft Excel, Research, Quantitative Analytics, SSRS, Microsoft CRM, SAS, Tableau, PowerPivot, PowerView, Teradata, Netezza, Analysis
Education
Boston University Graduate School of Management 2012 — 2013
Master's degree, Mathematical Finance
Florida State University 2010 — 2012
Bachelor of Science (B.S.), Economics and Mathematics with Honors, 3.76
St. Petersburg College 2008 — 2009
Associates in the Arts, General, with emphasis on Social Science, 4.0
GMO September 2014 - Present
Allant Group March 2014 - September 2014
Boston University April 2013 - May 2014
American Student Assistance May 2013 - September 2013
American Student Assistance September 2012 - December 2012
Raymond James Financial Inc. April 2012 - August 2012
Florida State University September 2011 - April 2012
Raymond James Financial Inc. June 2011 - August 2011
St. Petersburg College September 2009 - December 2009
Hollywood Video August 2008 - September 2009
Skills
R, SQL, Microsoft Office, C++, SharePoint, VBA, Quantitative Finance, Stata, Microsoft Excel, Research, Quantitative Analytics, SSRS, Microsoft CRM, SAS, Tableau, PowerPivot, PowerView, Teradata, Netezza, Analysis
Education
Boston University Graduate School of Management 2012 — 2013
Master's degree, Mathematical Finance
Florida State University 2010 — 2012
Bachelor of Science (B.S.), Economics and Mathematics with Honors, 3.76
St. Petersburg College 2008 — 2009
Associates in the Arts, General, with emphasis on Social Science, 4.0
Alec Levine's Raymond James Financial Inc. Experience June 2014 - Present
Job SVP Institutional Options and Equities Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
Newedge June 2011 - April 2014
WallachBeth Capital October 2008 - June 2010
Saratoga Capital LLC October 2006 - November 2008
ABL Trading LLC January 1996 - September 2003
Timber Hill Inc. July 1994 - December 1995
Education
Bucknell University 1990 — 1994
BA, Economics/Political Science
Raymond James Financial Inc. June 2014 - Present
Newedge June 2011 - April 2014
WallachBeth Capital October 2008 - June 2010
Saratoga Capital LLC October 2006 - November 2008
ABL Trading LLC January 1996 - September 2003
Timber Hill Inc. July 1994 - December 1995
Education
Bucknell University 1990 — 1994
BA, Economics/Political Science
Matthew Davidson's Raymond James Financial Inc. Experience May 2013 - Present
Job Wealth Advisor, Raymond James Private Client Group
Industry Financial Services
Experience
Raymond James Financial Inc. May 2013 - Present
Northwestern Mutual May 2012 - May 2013
Harvard University September 2007 - May 2012
Skills
Securities, Risk Management, Customer Service, Life Insurance, Wealth Management..., Wealth Preservation..., Wealth Accumulation..., Building Relationships
Education
Boston University 2013 — 2015
Certified Financial Planner Program
Harvard University Graduate School of Education 2011 — 2012
Leadership, Entrepreneurship, and Learning
Salem State University
Bachelor's degree, Bertolon School of Business
Raymond James Financial Inc. May 2013 - Present
Northwestern Mutual May 2012 - May 2013
Harvard University September 2007 - May 2012
Skills
Securities, Risk Management, Customer Service, Life Insurance, Wealth Management..., Wealth Preservation..., Wealth Accumulation..., Building Relationships
Education
Boston University 2013 — 2015
Certified Financial Planner Program
Harvard University Graduate School of Education 2011 — 2012
Leadership, Entrepreneurship, and Learning
Salem State University
Bachelor's degree, Bertolon School of Business
Bob Tassone CFA's Raymond James Financial Inc. Experience September 2004 - February 2013
Job Investment Advisor at Mackie Research Capital
Industry Financial Services
Experience
Mackie Research Capital February 2013 - Present
Raymond James Financial Inc. September 2004 - February 2013
Global Securities September 1994 - September 2004
Skills
Investment Advisory, Investments, Retirement Planning, Wealth Management, Equities, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Strategies, Retirement, Capital Markets, Securities
Education
Brock University 1983 — 1985
BBA, Finance
Laurentian University/Université Laurentienne 1979 — 1983
BA, Economics
Mackie Research Capital February 2013 - Present
Raymond James Financial Inc. September 2004 - February 2013
Global Securities September 1994 - September 2004
Skills
Investment Advisory, Investments, Retirement Planning, Wealth Management, Equities, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Strategies, Retirement, Capital Markets, Securities
Education
Brock University 1983 — 1985
BBA, Finance
Laurentian University/Université Laurentienne 1979 — 1983
BA, Economics
David Coppage, CFP's Raymond James Financial Inc. Experience December 2012 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. December 2012 - Present
Merrill Lynch January 2004 - December 2012
Fifth Third Bank August 1996 - January 2004
Skills
Mutual Funds, Investments, Loans, Commercial Lending, Wealth Management, Estate Planning, Retirement Planning, Structured Investments, Investment Portfolio, Options Strategies, Investment Advisory, Series 7, Asset Allocation, Financial Services, Finance, Banking, Financial Analysis, Portfolio Management
Education
Centre College 1990 — 1994
BS, Economics
Raymond James Financial Inc. December 2012 - Present
Merrill Lynch January 2004 - December 2012
Fifth Third Bank August 1996 - January 2004
Skills
Mutual Funds, Investments, Loans, Commercial Lending, Wealth Management, Estate Planning, Retirement Planning, Structured Investments, Investment Portfolio, Options Strategies, Investment Advisory, Series 7, Asset Allocation, Financial Services, Finance, Banking, Financial Analysis, Portfolio Management
Education
Centre College 1990 — 1994
BS, Economics
Jesse Bohannon's Raymond James Financial Inc. Experience April 2013 - August 2013
Job Trading Analyst at Jefferies
Industry Financial Services
Craig Tessiatore's Raymond James Financial Inc. Experience October 2014 - Present
Job Investment Banking Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. October 2014 - Present
KPMG US July 2014 - October 2014
KPMG US August 2012 - June 2014
Boston College September 2010 - May 2012
Navigating Accounting December 2010 - April 2012
KPMG US June 2011 - August 2011
sentinus May 2009 - August 2010
Skills
Microsoft Excel, Accounting, Auditing, Internal Controls, Insurance, Management, Financial Reporting, Databases, Tax, General Ledger, Account Reconciliation, Accounts Payable, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Management, Accounting, Finance
Benet Academy 2004 — 2008
High School, High School/Secondary Diplomas and Certificates
Raymond James Financial Inc. October 2014 - Present
KPMG US July 2014 - October 2014
KPMG US August 2012 - June 2014
Boston College September 2010 - May 2012
Navigating Accounting December 2010 - April 2012
KPMG US June 2011 - August 2011
sentinus May 2009 - August 2010
Skills
Microsoft Excel, Accounting, Auditing, Internal Controls, Insurance, Management, Financial Reporting, Databases, Tax, General Ledger, Account Reconciliation, Accounts Payable, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Management, Accounting, Finance
Benet Academy 2004 — 2008
High School, High School/Secondary Diplomas and Certificates
Gary Ondecko CPA, MBA's Raymond James Financial Inc. Experience January 2006 - May 2006
Job Global Financial Operations Controller at Aptify
Industry Accounting
Experience
Aptify April 2012 - Present
Argy, Wiltse & Robinson, P.C. September 2010 - March 2012
EisnerAmper LLP July 2008 - September 2010
Binghamton University August 2006 - May 2008
Empire State Development June 2007 - August 2007
Raymond James Financial Inc. January 2006 - May 2006
Skills
Accounting, Assurance, Internal Controls, Audit, Financial Reporting, Revenue Recognition, Revenue Analysis, Financial Analysis, Finance, GAAP, US GAAP, Management, Financial Accounting
Education
Binghamton University - School of Management 2006 — 2008
MBA, Business Administration
Juniata College 2002 — 2006
BA, Accounting
Aptify April 2012 - Present
Argy, Wiltse & Robinson, P.C. September 2010 - March 2012
EisnerAmper LLP July 2008 - September 2010
Binghamton University August 2006 - May 2008
Empire State Development June 2007 - August 2007
Raymond James Financial Inc. January 2006 - May 2006
Skills
Accounting, Assurance, Internal Controls, Audit, Financial Reporting, Revenue Recognition, Revenue Analysis, Financial Analysis, Finance, GAAP, US GAAP, Management, Financial Accounting
Education
Binghamton University - School of Management 2006 — 2008
MBA, Business Administration
Juniata College 2002 — 2006
BA, Accounting
Holly Trowbridge's Raymond James Financial Inc. Experience February 2013 - February 2015
Job Payroll and Accounting Specialist at EnSafe
Industry Accounting
Experience
EnSafe February 2015 - Present
Raymond James Financial Inc. February 2013 - February 2015
Morgan Keegan 1994 - January 2013
Morgan Keegan 1986 - 1994
Skills
Microsoft Excel, Customer Service, Accounting, Vendor Management, Human Resources, Microsoft Office, Process Improvement, Outlook, Recruiting, Payroll, Employment Law, Leadership, Finance, Banking, Analysis
Education
Christian Brothers University 1987 — 1991
Bachelor of Science, Marketing
EnSafe February 2015 - Present
Raymond James Financial Inc. February 2013 - February 2015
Morgan Keegan 1994 - January 2013
Morgan Keegan 1986 - 1994
Skills
Microsoft Excel, Customer Service, Accounting, Vendor Management, Human Resources, Microsoft Office, Process Improvement, Outlook, Recruiting, Payroll, Employment Law, Leadership, Finance, Banking, Analysis
Education
Christian Brothers University 1987 — 1991
Bachelor of Science, Marketing
Curtis Falk's Raymond James Financial Inc. Experience December 2006 - January 2008
Job Complex Business Service Officer, First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management November 2012 - June 2014
Morgan Stanley Wealth Management August 2011 - November 2013
Morgan Stanley Wealth Management January 2008 - August 2011
Raymond James Financial Inc. December 2006 - January 2008
Morgan Stanley Wealth Management September 2001 - December 2006
Morgan Stanley Wealth Management March 2000 - September 2001
Skills
Equities, Series 7, Series 65, Retirement Planning, Wealth Management, FINRA, Series 63, Alternative Investments, Asset Allocation, Portfolio Management, Uniform Combined State..., Mutual Funds, Fixed Income, Investment Strategies, Securities
Education
Saint Mary's College of California 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
California State University-East Bay 2003 — 2005
Bachelors, Business & Economics
Diablo Valley College 2000 — 2003
Associate's degree
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management November 2012 - June 2014
Morgan Stanley Wealth Management August 2011 - November 2013
Morgan Stanley Wealth Management January 2008 - August 2011
Raymond James Financial Inc. December 2006 - January 2008
Morgan Stanley Wealth Management September 2001 - December 2006
Morgan Stanley Wealth Management March 2000 - September 2001
Skills
Equities, Series 7, Series 65, Retirement Planning, Wealth Management, FINRA, Series 63, Alternative Investments, Asset Allocation, Portfolio Management, Uniform Combined State..., Mutual Funds, Fixed Income, Investment Strategies, Securities
Education
Saint Mary's College of California 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
California State University-East Bay 2003 — 2005
Bachelors, Business & Economics
Diablo Valley College 2000 — 2003
Associate's degree
Stephen Mazzei Jr's Raymond James Financial Inc. Experience November 2012 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
Morgan Stanley Wealth Management April 2003 - November 2012
Merrill Lynch July 1988 - April 2003
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Economics Finance
Raymond James Financial Inc. November 2012 - Present
Morgan Stanley Wealth Management April 2003 - November 2012
Merrill Lynch July 1988 - April 2003
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Economics Finance
Michael Horowitz's Raymond James Financial Inc. Experience 2007 - 2010
Job Principal at MHI Corporation
Industry Venture Capital & Private Equity
Experience
MHI Corporation 2014 - Present
Cormark Securities 2010 - 2013
Raymond James Financial Inc. 2007 - 2010
CIBC World Markets 2003 - 2006
BMO Capital Markets 1997 - 2003
Education
Boston University - School of Management 1992 — 1994
Master of Business Administration (M.B.A.), International Business Program - Europe
MHI Corporation 2014 - Present
Cormark Securities 2010 - 2013
Raymond James Financial Inc. 2007 - 2010
CIBC World Markets 2003 - 2006
BMO Capital Markets 1997 - 2003
Education
Boston University - School of Management 1992 — 1994
Master of Business Administration (M.B.A.), International Business Program - Europe
Joseph Monahan's Raymond James Financial Inc. Experience January 2012 - May 2012
Job Credit Risk Reporting, Assistant Vice President at Barclays
Industry Financial Services
Experience
Barclays May 2015 - Present
Barclays December 2013 - Present
Tannor Capital Management LLC June 2013 - November 2013
Merrill Lynch May 2012 - August 2012
Raymond James Financial Inc. January 2012 - May 2012
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Customer Service, Business Strategy, Risk Management, Valuation, Investments, Due Diligence, Capital Markets, Portfolio Management, Equities, Hedge Funds, Asset Management, Private Equity
Education
Binghamton University - School of Management
Bachelor of Science, SOM - Management, Finance, MIS
Barclays May 2015 - Present
Barclays December 2013 - Present
Tannor Capital Management LLC June 2013 - November 2013
Merrill Lynch May 2012 - August 2012
Raymond James Financial Inc. January 2012 - May 2012
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Customer Service, Business Strategy, Risk Management, Valuation, Investments, Due Diligence, Capital Markets, Portfolio Management, Equities, Hedge Funds, Asset Management, Private Equity
Education
Binghamton University - School of Management
Bachelor of Science, SOM - Management, Finance, MIS
Robert Scopel's Raymond James Financial Inc. Experience April 2012 - Present
Job Operations Management Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Raymond James & Associates, Inc December 1999 - March 2012
Skills
Performance Metrics, Call Centers, Corporate Actions, Reorg, Series 99, Test Cases, User Acceptance Testing, XSP, DTC, Customer Service, Customer Support, Series 63, Operations Management, Relationship Management
Education
Capella University 2005 — 2009
Master of Business Administration (M.B.A.), Marketing
New College of Florida 1995 — 1999
Bachelor of Arts (B.A.), History
Raymond James Financial Inc. April 2012 - Present
Raymond James & Associates, Inc December 1999 - March 2012
Skills
Performance Metrics, Call Centers, Corporate Actions, Reorg, Series 99, Test Cases, User Acceptance Testing, XSP, DTC, Customer Service, Customer Support, Series 63, Operations Management, Relationship Management
Education
Capella University 2005 — 2009
Master of Business Administration (M.B.A.), Marketing
New College of Florida 1995 — 1999
Bachelor of Arts (B.A.), History
Doug Guido's Raymond James Financial Inc. Experience December 1997 - March 2000
Job Software Engineer at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2005 - Present
Eckerd July 2000 - April 2005
Software Architects March 2000 - July 2000
Raymond James Financial Inc. December 1997 - March 2000
The Technology Team October 1996 - December 1997
Deca Manufacturing June 1991 - July 1996
Skills
SDLC, SOA, SQL, Requirements Analysis, Visual Studio, Software Development, Visio, Microsoft SQL Server, Agile Methodologies, Testing, SSIS, Integration, C#, .NET, SharePoint, Web Services, ASP.NET, T-SQL, Database Design, Requirements Gathering
Education
California University of Pennsylvania
B.S. Degree in Manufacturing Technology
California University of Pennsylvania
A.S. Degree in Automation Technology, Robotics
Raymond James & Associates, Inc May 2005 - Present
Eckerd July 2000 - April 2005
Software Architects March 2000 - July 2000
Raymond James Financial Inc. December 1997 - March 2000
The Technology Team October 1996 - December 1997
Deca Manufacturing June 1991 - July 1996
Skills
SDLC, SOA, SQL, Requirements Analysis, Visual Studio, Software Development, Visio, Microsoft SQL Server, Agile Methodologies, Testing, SSIS, Integration, C#, .NET, SharePoint, Web Services, ASP.NET, T-SQL, Database Design, Requirements Gathering
Education
California University of Pennsylvania
B.S. Degree in Manufacturing Technology
California University of Pennsylvania
A.S. Degree in Automation Technology, Robotics
Elizabeth Rosen's Raymond James Financial Inc. Experience July 2013 - Present
Job Sales Assistant
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Jobson Medical Information 2012 - 2012
Education
Bucknell University 2009 — 2013
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Raymond James Financial Inc. July 2013 - Present
Jobson Medical Information 2012 - 2012
Education
Bucknell University 2009 — 2013
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Kyle Chase's Raymond James Financial Inc. Experience March 2013 - Present
Job Associate at Raymond James Financial Inc.
Industry Nonprofit Organization Management
Experience
Raymond James Financial Inc. March 2013 - Present
Youth LEAD February 2010 - March 2013
Stroock & Stroock & Lavan LLP April 1998 - August 2000
Ropes & Gray August 1989 - August 1996
Education
Boston University 1986 — 1989
JD, Law
Cornell University 1978 — 1982
Bachelor of Arts (B.A.), History
Raymond James Financial Inc. March 2013 - Present
Youth LEAD February 2010 - March 2013
Stroock & Stroock & Lavan LLP April 1998 - August 2000
Ropes & Gray August 1989 - August 1996
Education
Boston University 1986 — 1989
JD, Law
Cornell University 1978 — 1982
Bachelor of Arts (B.A.), History
Kapre Braley's Raymond James Financial Inc. Experience October 2005 - Present
Job Supervisor at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial Inc. October 2005 - Present
Skills
Series 99, Securities Industry, Promoting effective..., Securities, Budgets, Event Management, Access, Customer Service, FINRA, Investments, Management, Mutual Funds, Outlook, Series 63, Series 7, Team Building, Time Management, Analysis, Process Improvement, Microsoft Office
Education
Central Michigan University 2000 — 2005
Bachelor of Science (B.S.), Sociology and Criminal Justice
Central Michigan University
Sociology/Criminal Justice
Raymond James Financial Inc. October 2005 - Present
Skills
Series 99, Securities Industry, Promoting effective..., Securities, Budgets, Event Management, Access, Customer Service, FINRA, Investments, Management, Mutual Funds, Outlook, Series 63, Series 7, Team Building, Time Management, Analysis, Process Improvement, Microsoft Office
Education
Central Michigan University 2000 — 2005
Bachelor of Science (B.S.), Sociology and Criminal Justice
Central Michigan University
Sociology/Criminal Justice
Brian Weidner's Raymond James Financial Inc. Experience September 2012 - May 2013
Job Manager Information Systems Threat Intelligence at Nissan Motor Company
Industry Computer & Network Security
Experience
Nissan Motor Company May 2013 - Present
Raymond James Financial Inc. September 2012 - May 2013
The Sylint Group October 2007 - September 2012
Dentsply Glenroe July 2002 - October 2007
Skills
Security Architecture..., Network Security, Vulnerability Assessment, Penetration Testing, Information Security..., Security, Information Security, Application Security, Computer Security, PCI DSS, Vulnerability Management, Identity Management, Firewalls, IPS
Education
Boston University
Masters of Science, Computer Information Systems - Security
University of South Florida
Bachelors of Science, Management of Information Systems
Nissan Motor Company May 2013 - Present
Raymond James Financial Inc. September 2012 - May 2013
The Sylint Group October 2007 - September 2012
Dentsply Glenroe July 2002 - October 2007
Skills
Security Architecture..., Network Security, Vulnerability Assessment, Penetration Testing, Information Security..., Security, Information Security, Application Security, Computer Security, PCI DSS, Vulnerability Management, Identity Management, Firewalls, IPS
Education
Boston University
Masters of Science, Computer Information Systems - Security
University of South Florida
Bachelors of Science, Management of Information Systems
Nick Manukas's Raymond James Financial Inc. Experience August 2001 - February 2007
Job President at North River Financial Services
Industry Financial Services
Experience
North River Financial Services December 2003 - Present
Raymond James Financial Inc. August 2001 - February 2007
A.G. Edwards August 1993 - August 2001
Skills
Personal Financial..., Estate Planning, Estate Tax Planning, Retirement Planning, IRA, 401k and 403B...
Education
Central Connecticut State University 1988 — 1991
Bachelor of Science (BS), Accounting and Finance
University of North Texas 1987 — 1988
Accounting and Business/Management
The Pennington School 1984 — 1987
Prep school
North River Financial Services December 2003 - Present
Raymond James Financial Inc. August 2001 - February 2007
A.G. Edwards August 1993 - August 2001
Skills
Personal Financial..., Estate Planning, Estate Tax Planning, Retirement Planning, IRA, 401k and 403B...
Education
Central Connecticut State University 1988 — 1991
Bachelor of Science (BS), Accounting and Finance
University of North Texas 1987 — 1988
Accounting and Business/Management
The Pennington School 1984 — 1987
Prep school
Scott Roman's Raymond James Financial Inc. Experience July 2011 - June 2013
Job Private Equity Associate at Century Capital Management
Industry Venture Capital & Private Equity
Experience
Century Capital Management September 2013 - Present
Raymond James Financial Inc. July 2011 - June 2013
Skills
Research, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Word, Financial Analysis, Valuation, Editing, Investment Banking, Economics, Private Equity, Bloomberg, Capital Markets, Data Analysis, Mergers, Portfolio Management
Education
Bowdoin College 2007 — 2011
Bachelor of Arts (BA), Economics; Government & Legal Studies
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
Business Bridge Program
The Loomis Chaffee School 2006 — 2007
The Roxbury Latin School 2000 — 2006
Century Capital Management September 2013 - Present
Raymond James Financial Inc. July 2011 - June 2013
Skills
Research, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Word, Financial Analysis, Valuation, Editing, Investment Banking, Economics, Private Equity, Bloomberg, Capital Markets, Data Analysis, Mergers, Portfolio Management
Education
Bowdoin College 2007 — 2011
Bachelor of Arts (BA), Economics; Government & Legal Studies
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
Business Bridge Program
The Loomis Chaffee School 2006 — 2007
The Roxbury Latin School 2000 — 2006
Lynette Carter's Raymond James Financial Inc. Experience 1983 - 1985
Job Admin at FedEx Express
Industry Package/Freight Delivery
Experience
FedEx Express December 2003 - Present
FedEx Express August 1999 - December 2003
FedEx Express March 1994 - April 1999
FedEx Services October 1991 - November 1993
Florida State University 1987 - 1991
GTE Data Services 1985 - 1987
Raymond James Financial Inc. 1983 - 1985
Skills
Transportation, Customer Service, Shipping, Process Improvement, Operations Management, Logistics, Team Building, Access, Office Administration, Organization Skills
Education
Carson-Newman College 1981 — 1983
Bachelor's Degree, Computer Science and Management
St. Petersburg College 1978 — 1981
Business Administration and Management, General
FedEx Express December 2003 - Present
FedEx Express August 1999 - December 2003
FedEx Express March 1994 - April 1999
FedEx Services October 1991 - November 1993
Florida State University 1987 - 1991
GTE Data Services 1985 - 1987
Raymond James Financial Inc. 1983 - 1985
Skills
Transportation, Customer Service, Shipping, Process Improvement, Operations Management, Logistics, Team Building, Access, Office Administration, Organization Skills
Education
Carson-Newman College 1981 — 1983
Bachelor's Degree, Computer Science and Management
St. Petersburg College 1978 — 1981
Business Administration and Management, General
Mark Pogreba's Raymond James Financial Inc. Experience May 1993 - October 2012
Job Vice President at Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Industry Investment Management
Experience
Nelson, Van Denburg & Campbell Wealth Management Group, LLC October 2012 - Present
Raymond James Financial Inc. May 1993 - October 2012
Skills
Budgets, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Research, Outlook
Education
California State University-Northridge 1985 — 1989
Bachelor of Science (B.S.), Finance and Financial Management Services
Nelson, Van Denburg & Campbell Wealth Management Group, LLC October 2012 - Present
Raymond James Financial Inc. May 1993 - October 2012
Skills
Budgets, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Research, Outlook
Education
California State University-Northridge 1985 — 1989
Bachelor of Science (B.S.), Finance and Financial Management Services
Candice Edgar's Raymond James Financial Inc. Experience June 2000 - June 2006
Job Physical Therapist Assistant
Industry Hospital & Health Care
Experience
Intermountain Healthcare July 2014 - Present
Pro-PT March 2013 - June 2014
Raymond James Financial Inc. June 2000 - June 2006
Bank of American Fork October 1995 - June 2000
Skills
Healthcare, Medical Terminology, Microsoft Word, PowerPoint, Microsoft Office, Rehabilitation, Hospitals, Microsoft Excel, Customer Service, Public Speaking, Patient Education, Healthcare Management, Clinical Research
Education
College of the Sequoias 2011 — 2013
Associate's degree, Physical Therapy Technician/Assistant
BYU-Idaho 1990 — 1992
Intermountain Healthcare July 2014 - Present
Pro-PT March 2013 - June 2014
Raymond James Financial Inc. June 2000 - June 2006
Bank of American Fork October 1995 - June 2000
Skills
Healthcare, Medical Terminology, Microsoft Word, PowerPoint, Microsoft Office, Rehabilitation, Hospitals, Microsoft Excel, Customer Service, Public Speaking, Patient Education, Healthcare Management, Clinical Research
Education
College of the Sequoias 2011 — 2013
Associate's degree, Physical Therapy Technician/Assistant
BYU-Idaho 1990 — 1992
Michael W. Menefee, MS, AWMA®'s Raymond James Financial Inc. Experience 2004 - 2013
Job Vice President, Investments Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities 2013 - Present
Raymond James Financial Inc. 2004 - 2013
Edward Jones 2001 - 2004
United States Marine Corps 1971 - 2001
Skills
Wealth Management, Investment Management, Asset Allocation, Investments, Retirement Planning, 401k Rollovers, Portfolio Management, Trend Analysis, Quantitative Risk..., Stocks, Bonds, Mutual Funds, MLPs, Variable Annuities, ETFs, UITs, Life Insurance, Public Speaking, Series 7, Series 66, Series 63, Investment Advisory, Leadership, Valuation, Securities, Wealth Management..., Strategic Planning, Strategic Financial..., Investment Strategies, Financial Risk, Retirement, Wealth, Strategy, Finance, Asset Management, Risk Management, Management, Alternative Investments, Equities, Financial Analysis
Education
National Intelligence University 1994 — 1996
Postgraduate Intelligence Program Diploma, Strategic Intelligence
Central Michigan University 1992 — 1995
Master of Science in Administration (MSA)
The University of the State of New York (Albany) 1976 — 1978
Bachelor of Science (BS)
Texas Tech University 1968 — 1970
Wedbush Securities 2013 - Present
Raymond James Financial Inc. 2004 - 2013
Edward Jones 2001 - 2004
United States Marine Corps 1971 - 2001
Skills
Wealth Management, Investment Management, Asset Allocation, Investments, Retirement Planning, 401k Rollovers, Portfolio Management, Trend Analysis, Quantitative Risk..., Stocks, Bonds, Mutual Funds, MLPs, Variable Annuities, ETFs, UITs, Life Insurance, Public Speaking, Series 7, Series 66, Series 63, Investment Advisory, Leadership, Valuation, Securities, Wealth Management..., Strategic Planning, Strategic Financial..., Investment Strategies, Financial Risk, Retirement, Wealth, Strategy, Finance, Asset Management, Risk Management, Management, Alternative Investments, Equities, Financial Analysis
Education
National Intelligence University 1994 — 1996
Postgraduate Intelligence Program Diploma, Strategic Intelligence
Central Michigan University 1992 — 1995
Master of Science in Administration (MSA)
The University of the State of New York (Albany) 1976 — 1978
Bachelor of Science (BS)
Texas Tech University 1968 — 1970
Angel Ritchey's Raymond James Financial Inc. Experience October 2000 - September 2004
Job Senior Project Director at R and R Healthcare Communications
Industry Events Services
Experience
R&R Healthcare Communications April 2012 - Present
BCD Travel December 2006 - March 2012
BCD Travel September 2004 - December 2006
Raymond James Financial Inc. October 2000 - September 2004
Skills
Project Management, Event Management, Strategic Planning, Budgets, Event Planning, Meeting Planning
Education
Central Pennsylvania College 1994 — 1996
Associates Degree, Travel and Tourism
Mt. Union High Scool 1988 — 1994
Diploma
R&R Healthcare Communications April 2012 - Present
BCD Travel December 2006 - March 2012
BCD Travel September 2004 - December 2006
Raymond James Financial Inc. October 2000 - September 2004
Skills
Project Management, Event Management, Strategic Planning, Budgets, Event Planning, Meeting Planning
Education
Central Pennsylvania College 1994 — 1996
Associates Degree, Travel and Tourism
Mt. Union High Scool 1988 — 1994
Diploma
Gerald Sieh's Raymond James Financial Inc. Experience Designed, created, updated, modified and installed programs on the Nonstop Tandem Computer.Application DeveloperRaymond James Financial Inc.2007 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James Financial Inc. Designed, created, updated, modified and installed programs on the Nonstop Tandem Computer.Application DeveloperRaymond James Financial Inc.2007 - 2013
Skills
Tandem Himalaya, Computer programmer
Education
Central Michigan University 1968 — 1970
Bachelor of Science (BS), Physics
Raymond James Financial Inc. Designed, created, updated, modified and installed programs on the Nonstop Tandem Computer.Application DeveloperRaymond James Financial Inc.2007 - 2013
Skills
Tandem Himalaya, Computer programmer
Education
Central Michigan University 1968 — 1970
Bachelor of Science (BS), Physics
ANDJA GOLIJANIN's Raymond James Financial Inc. Experience November 2008 - Present
Job TRANSFERS ACCOCIATE II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2008 - Present
Family Health Service, MN September 2004 - April 2005
Fedral Reserve Bank June 2003 - September 2004
Skills
•Professionalism-..., •Proven customer..., •Innovative team..., •Excellent..., •Ability to coordinate...
Education
Century College 2000 — 2003
Associate of Arts and Sciences (AAS), micro computer support technology
north st paul high school 1997 — 2000
College/University Preparatory and Advanced High School/Secondary Diploma Program
Raymond James Financial Inc. November 2008 - Present
Family Health Service, MN September 2004 - April 2005
Fedral Reserve Bank June 2003 - September 2004
Skills
•Professionalism-..., •Proven customer..., •Innovative team..., •Excellent..., •Ability to coordinate...
Education
Century College 2000 — 2003
Associate of Arts and Sciences (AAS), micro computer support technology
north st paul high school 1997 — 2000
College/University Preparatory and Advanced High School/Secondary Diploma Program
Anneliz Oliver's Raymond James Financial Inc. Experience August 2013 - Present
Job Administrative Assistant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2013 - Present
Skills
Outlook, Office Management, Administrative..., Spreadsheets
Education
Carlos Albizu University - San Juan Campus 2010 — 2012
Post-Graduate Studies, Clinical Psychology
University of Puerto Rico-Rio Piedras 2006 — 2009
Bachelor of Arts (BA), Psychology
Raymond James Financial Inc. August 2013 - Present
Skills
Outlook, Office Management, Administrative..., Spreadsheets
Education
Carlos Albizu University - San Juan Campus 2010 — 2012
Post-Graduate Studies, Clinical Psychology
University of Puerto Rico-Rio Piedras 2006 — 2009
Bachelor of Arts (BA), Psychology
Jennifer DeSanto's Raymond James Financial Inc. Experience 2012 - 2014
Job Financial Consultant at Logix Federal Credit Union
Industry Financial Services
Experience
Logix Federal Credit Union January 2015 - Present
Raymond James Financial Inc. 2012 - 2014
Citi 2006 - 2011
United Planners Financial Services 2004 - 2006
Skills
Sales Management, Comprehensive Planning, Business Development, Portfolio Development, Asset Management, CRM, Salesforce.com, NaviPlan, Microsoft Office Suite, Sales, Social Media, Marketing Strategy, Mutual Funds, Marketing Communications, Strategy, Finance, Market Research, Strategic Partnerships, Insurance, Portfolio Management, Relationship Management, Management, Investments, Marketing
Education
California State University-Northridge
Environmental Biology Major
Moorpark Community College
Business and Personal/Financial Services Marketing Operations
Logix Federal Credit Union January 2015 - Present
Raymond James Financial Inc. 2012 - 2014
Citi 2006 - 2011
United Planners Financial Services 2004 - 2006
Skills
Sales Management, Comprehensive Planning, Business Development, Portfolio Development, Asset Management, CRM, Salesforce.com, NaviPlan, Microsoft Office Suite, Sales, Social Media, Marketing Strategy, Mutual Funds, Marketing Communications, Strategy, Finance, Market Research, Strategic Partnerships, Insurance, Portfolio Management, Relationship Management, Management, Investments, Marketing
Education
California State University-Northridge
Environmental Biology Major
Moorpark Community College
Business and Personal/Financial Services Marketing Operations
Rick Coad's Raymond James Financial Inc. Experience November 2005 - April 2012
Job Driven by Success; Fueled by Strategic Ideas
Industry Investment Banking
Experience
INTL FCStone Securities Inc February 2014 - February 2015
Harbor Financial Services April 2013 - December 2013
Duncan-Williams, Inc. May 2012 - April 2013
Raymond James Financial Inc. November 2005 - April 2012
First American National Bank 1994 - 2012
First American National Bank 1994 - 2012
First American National Bank 1994 - 2012
AmSouth Bank 1994 - 2005
Skills
Business Strategy, Strategic Planning, Leadership, Mergers & Acquisitions, Investments, Strategy, Project Management, Business Development, Microsoft Office, New Business Development, Project Finance, Asset Based Lending, Commercial Banking, Interest Rate..., Interest Rate Swaps, Interest Rate Risk..., Municipal Bonds, Marketing Strategy, Finance, Banking, Financial Analysis, Management, Investment Banking
Education
Belmont University 1970 — 1974
Bachelor's Degree, Business Administration and Management, General
Carmel High School 1966 — 1970
College Prep
Colgate Darden School of Advanced Commercial Lending
Commercial Lending
Mid-South School of Banking
Banking and Financial Support Services
INTL FCStone Securities Inc February 2014 - February 2015
Harbor Financial Services April 2013 - December 2013
Duncan-Williams, Inc. May 2012 - April 2013
Raymond James Financial Inc. November 2005 - April 2012
First American National Bank 1994 - 2012
First American National Bank 1994 - 2012
First American National Bank 1994 - 2012
AmSouth Bank 1994 - 2005
Skills
Business Strategy, Strategic Planning, Leadership, Mergers & Acquisitions, Investments, Strategy, Project Management, Business Development, Microsoft Office, New Business Development, Project Finance, Asset Based Lending, Commercial Banking, Interest Rate..., Interest Rate Swaps, Interest Rate Risk..., Municipal Bonds, Marketing Strategy, Finance, Banking, Financial Analysis, Management, Investment Banking
Education
Belmont University 1970 — 1974
Bachelor's Degree, Business Administration and Management, General
Carmel High School 1966 — 1970
College Prep
Colgate Darden School of Advanced Commercial Lending
Commercial Lending
Mid-South School of Banking
Banking and Financial Support Services
Cecilia Amorim's Raymond James Financial Inc. Experience June 2012 - Present
Job Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2012 - Present
Best Buy August 1997 - July 2012
Skills
Microsoft Excel
Education
Boston University 1988 — 1993
Bachelor's Degree, Political Science and Government, Summa cum laude
Raymond James Financial Inc. June 2012 - Present
Best Buy August 1997 - July 2012
Skills
Microsoft Excel
Education
Boston University 1988 — 1993
Bachelor's Degree, Political Science and Government, Summa cum laude
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS