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
Tom Grimstad Tom Grimstad's Raymond James Financial Inc. Experience October 2008 - November 2009
Job Managing Director| Investment Banking at Noble Financial
Industry Financial Services
Experience
Noble Financial November 2014 - Present
Drexel Hamilton, LLC March 2014 - November 2014
Merriman Capital, Inc. March 2013 - March 2014
C. K. Cooper & Company November 2009 - March 2013
Raymond James Financial Inc. October 2008 - November 2009
Merriman Curhan Ford June 2005 - October 2008
Roth Capital Partners January 2003 - June 2005
Lehman Brothers 2001 - 2003
Anle Paper / Kent Landsberg 1996 - 1999
Skills
Business Development, Investment Banking, Research, Sales, Debt & Equity Financing, Relationship Management, Emerging Markets, Small and Mid Cap..., Series 7, Equities, Venture Capital, Valuation, Trading, Private Equity, Investments, Hedge Funds, Financial Modeling, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Southern California 1992 — 1996
Bachelor of Science, Urban Planning and Development
Noble Financial November 2014 - Present
Drexel Hamilton, LLC March 2014 - November 2014
Merriman Capital, Inc. March 2013 - March 2014
C. K. Cooper & Company November 2009 - March 2013
Raymond James Financial Inc. October 2008 - November 2009
Merriman Curhan Ford June 2005 - October 2008
Roth Capital Partners January 2003 - June 2005
Lehman Brothers 2001 - 2003
Anle Paper / Kent Landsberg 1996 - 1999
Skills
Business Development, Investment Banking, Research, Sales, Debt & Equity Financing, Relationship Management, Emerging Markets, Small and Mid Cap..., Series 7, Equities, Venture Capital, Valuation, Trading, Private Equity, Investments, Hedge Funds, Financial Modeling, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Southern California 1992 — 1996
Bachelor of Science, Urban Planning and Development
Niel Prosser Niel Prosser's Raymond James Financial Inc. Experience April 2012 - March 2014
Job Founding Member at The Prosser Law Firm, PLC
Industry Financial Services
Experience
The Prosser Law Firm, PLC October 2014 - Present
Raymond James Financial, Inc. April 2012 - March 2014
Morgan Keegan and Company Inc June 1999 - March 2012
Armstrong Allen Prewitt Gentry Johnston & Holmes 1986 - 1999
Skills
Arbitration, Securities, Class Actions, Securities Litigation, Litigation, Securities Regulation, Securities Arbitration, Business Litigation, Trade Secrets, Structured Products, Restrictive Covenants, Appellate Practice, Products Liability, Series 7, Alternative Investments, Hedge Funds, Mutual Funds, Appeals, Litigation Management, Contract Negotiation, Commercial Litigation, Corporate Law, legal writing, Legal Research, Variable Annuities, Legal Writing, Product Liability
Education
The University of Memphis—Cecil C. Humphreys School of Law 1982 — 1985
J.D.
Christian Brothers University 1978 — 1982
B.A., History
The Prosser Law Firm, PLC October 2014 - Present
Raymond James Financial, Inc. April 2012 - March 2014
Morgan Keegan and Company Inc June 1999 - March 2012
Armstrong Allen Prewitt Gentry Johnston & Holmes 1986 - 1999
Skills
Arbitration, Securities, Class Actions, Securities Litigation, Litigation, Securities Regulation, Securities Arbitration, Business Litigation, Trade Secrets, Structured Products, Restrictive Covenants, Appellate Practice, Products Liability, Series 7, Alternative Investments, Hedge Funds, Mutual Funds, Appeals, Litigation Management, Contract Negotiation, Commercial Litigation, Corporate Law, legal writing, Legal Research, Variable Annuities, Legal Writing, Product Liability
Education
The University of Memphis—Cecil C. Humphreys School of Law 1982 — 1985
J.D.
Christian Brothers University 1978 — 1982
B.A., History
Sam Cintron Sam Cintron's Raymond James Financial Inc. Experience September 2015 - Present
Job Application Services at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
PODS September 2013 - September 2015
Citi September 2002 - September 2013
Venture Direct Worldwide January 2002 - September 2002
Adrea Rubin Marketing August 1998 - November 2001
Corbis Images September 1997 - August 1998
Roper Starch Worldwide November 1995 - September 1997
Skills
Windows Server, Linux System..., System Administration, Computer Security, Management, Data Center, ITIL, High Availability, Information Technology, Infrastructure, Disaster Recovery, Vendor Management, Business Analysis, IT Strategy, Networking, Business Continuity, SDLC, IT Management, Solaris
Education
Borough of Manhattan Community College 1995 — 1998
A.A.S in Computer Programming
Comptia A+
Microsoft MCSE, MCP +Internet
Novell CNA
VMWare VCA-DCV
Raymond James Financial, Inc. September 2015 - Present
PODS September 2013 - September 2015
Citi September 2002 - September 2013
Venture Direct Worldwide January 2002 - September 2002
Adrea Rubin Marketing August 1998 - November 2001
Corbis Images September 1997 - August 1998
Roper Starch Worldwide November 1995 - September 1997
Skills
Windows Server, Linux System..., System Administration, Computer Security, Management, Data Center, ITIL, High Availability, Information Technology, Infrastructure, Disaster Recovery, Vendor Management, Business Analysis, IT Strategy, Networking, Business Continuity, SDLC, IT Management, Solaris
Education
Borough of Manhattan Community College 1995 — 1998
A.A.S in Computer Programming
Comptia A+
Microsoft MCSE, MCP +Internet
Novell CNA
VMWare VCA-DCV
Nicholas Christopher Nicholas Christopher's Raymond James Financial Inc. Experience September 2015 - Present
Job Technical Team Lead at Amplify
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Amplify Education, Inc. January 2014 - Present
Selerity June 2012 - January 2014
Selerity January 2010 - June 2012
Citibank May 2009 - January 2010
UBS Investment Bank August 2007 - May 2009
Morgan Stanley August 2003 - August 2007
Identix December 2000 - August 2003
Ronin Consulting, Inc 1995 - 1998
Systemhouse (EDS) 1994 - 1996
Skills
Team Management, FX, Software Engineering, Market Risk, Biometrics, SOA, Java, Agile, SDLC, Spring, Design Patterns, Software Development, Continuous Integration, Subversion, XML, Ant, Architecture, Servlets, Unix, SQL, Agile Methodologies, Web Applications, Distributed Systems, FX Options, Perl, Architectures, Leadership, Linux
Education
Columbia University in the City of New York 1984 — 1988
BA, Comp Sci, East Asian Studies
Avon Old Farms 1980 — 1984
Raymond James Financial, Inc. September 2015 - Present
Amplify Education, Inc. January 2014 - Present
Selerity June 2012 - January 2014
Selerity January 2010 - June 2012
Citibank May 2009 - January 2010
UBS Investment Bank August 2007 - May 2009
Morgan Stanley August 2003 - August 2007
Identix December 2000 - August 2003
Ronin Consulting, Inc 1995 - 1998
Systemhouse (EDS) 1994 - 1996
Skills
Team Management, FX, Software Engineering, Market Risk, Biometrics, SOA, Java, Agile, SDLC, Spring, Design Patterns, Software Development, Continuous Integration, Subversion, XML, Ant, Architecture, Servlets, Unix, SQL, Agile Methodologies, Web Applications, Distributed Systems, FX Options, Perl, Architectures, Leadership, Linux
Education
Columbia University in the City of New York 1984 — 1988
BA, Comp Sci, East Asian Studies
Avon Old Farms 1980 — 1984
Melissa Holt's Raymond James Financial Inc. Experience May 2015 - Present
Job Wealth Management Intern at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Auburn University July 2014 - Present
University of West Georgia Athletic Foundation September 2013 - July 2014
SeaWorld Parks & Entertainment - Water Country USA March 2013 - August 2013
SeaWorld Parks & Entertainment - Water Country USA May 2012 - August 2012
Tsunami Volleyball Club November 2011 - May 2012
Skills
Teamwork, Time Management, Leadership, Social Networking, Training, Microsoft Office, PowerPoint, Sports Management, Intrapersonal Skills, Economics, Fundraising, Event Management, Microsoft Excel, Problem Solving, Finance, Marketing, Cash Handling Experience, Social Media, Public Speaking, Microsoft Word
Education
Auburn University 2014 — 2016
MBA/MSF, Finance
University of West Georgia 2010 — 2014
B.B.A./B.B.A./B.S., Finance/Economics/Sport Management
Raymond James Financial, Inc. May 2015 - Present
Auburn University July 2014 - Present
University of West Georgia Athletic Foundation September 2013 - July 2014
SeaWorld Parks & Entertainment - Water Country USA March 2013 - August 2013
SeaWorld Parks & Entertainment - Water Country USA May 2012 - August 2012
Tsunami Volleyball Club November 2011 - May 2012
Skills
Teamwork, Time Management, Leadership, Social Networking, Training, Microsoft Office, PowerPoint, Sports Management, Intrapersonal Skills, Economics, Fundraising, Event Management, Microsoft Excel, Problem Solving, Finance, Marketing, Cash Handling Experience, Social Media, Public Speaking, Microsoft Word
Education
Auburn University 2014 — 2016
MBA/MSF, Finance
University of West Georgia 2010 — 2014
B.B.A./B.B.A./B.S., Finance/Economics/Sport Management
Vanessa Williams Vanessa Williams's Raymond James Financial Inc. Experience September 2014 - Present
Job Marketing Research Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. September 2013 - May 2014
The Reeds at Shelter Haven May 2013 - August 2013
Raymond James Financial Inc. January 2013 - May 2013
Italian Garden June 2012 - August 2012
The Stratton Group January 2012 - May 2012
Hoover Karate Academy September 2008 - August 2010
Skills
Marketing, Advertising, Social Networking, Facebook, Marketing Strategy, Event Planning, Social Media, Direct Marketing, Email Marketing, Public Relations, Media Relations, Brand Awareness, Communicaitons, Marketing Communications, Online Advertising, Blogging, Finance, Market Research, Media Buying, Marketing Research, Event Marketing, Event Execution, Relationship Marketing, Financial Markets, Financial Accounting, Management, Teaching, Survey Research, Competitive Intelligence, Statistical Data..., Financial Services
Education
University of South Florida - College of Business Administration 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, 3.9
Parkland High School 2006 — 2010
3.9
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. September 2013 - May 2014
The Reeds at Shelter Haven May 2013 - August 2013
Raymond James Financial Inc. January 2013 - May 2013
Italian Garden June 2012 - August 2012
The Stratton Group January 2012 - May 2012
Hoover Karate Academy September 2008 - August 2010
Skills
Marketing, Advertising, Social Networking, Facebook, Marketing Strategy, Event Planning, Social Media, Direct Marketing, Email Marketing, Public Relations, Media Relations, Brand Awareness, Communicaitons, Marketing Communications, Online Advertising, Blogging, Finance, Market Research, Media Buying, Marketing Research, Event Marketing, Event Execution, Relationship Marketing, Financial Markets, Financial Accounting, Management, Teaching, Survey Research, Competitive Intelligence, Statistical Data..., Financial Services
Education
University of South Florida - College of Business Administration 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, 3.9
Parkland High School 2006 — 2010
3.9
Brad Tankersley Brad Tankersley's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Client Services Coordinator at Midwest Pension Actuaries Inc
Industry Financial Services
Experience
Midwest Pension Actuaries Inc December 2014 - Present
Professional Education Services (PES) August 2014 - December 2014
Raymond James Financial, Inc. May 2014 - August 2014
Northwestern Mutual November 2013 - April 2014
Independent Life Supportive Services May 2011 - March 2013
Independent Life Supportive Services, Inc. May 2009 - August 2010
The Men's Wearhouse, Inc May 2007 - August 2009
Skills
Customer Service, Customer Satisfaction, Time Management, Inventory Management, Data Entry, Sales, Outlook, Retail, PowerPoint, Microsoft Office, Customer Retention, Retail Sales, PeopleSoft, Microsoft Excel, Leadership, Event Planning, Microsoft Word, Merchandising, Public Speaking, Team Building, Social Networking, Social Media, Marketing, Teamwork, Management, Research, Data Analysis
Education
University of Michigan-Flint 2011 — 2014
Master of Business Administration, Finance
Central Michigan University 2009 — 2011
Bachelor of Science, Psychology
Mott Community College 2007 — 2009
Associates in Arts, General Studies
Midwest Pension Actuaries Inc December 2014 - Present
Professional Education Services (PES) August 2014 - December 2014
Raymond James Financial, Inc. May 2014 - August 2014
Northwestern Mutual November 2013 - April 2014
Independent Life Supportive Services May 2011 - March 2013
Independent Life Supportive Services, Inc. May 2009 - August 2010
The Men's Wearhouse, Inc May 2007 - August 2009
Skills
Customer Service, Customer Satisfaction, Time Management, Inventory Management, Data Entry, Sales, Outlook, Retail, PowerPoint, Microsoft Office, Customer Retention, Retail Sales, PeopleSoft, Microsoft Excel, Leadership, Event Planning, Microsoft Word, Merchandising, Public Speaking, Team Building, Social Networking, Social Media, Marketing, Teamwork, Management, Research, Data Analysis
Education
University of Michigan-Flint 2011 — 2014
Master of Business Administration, Finance
Central Michigan University 2009 — 2011
Bachelor of Science, Psychology
Mott Community College 2007 — 2009
Associates in Arts, General Studies
Edward (Trey) Fisher III Edward (Trey) Fisher III's Raymond James Financial Inc. Experience June 2015 - Present
Job Project Manager at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. July 2012 - June 2015
Raymond James Financial, Inc. November 2004 - July 2012
CrossCom National February 2003 - October 2004
Switch and Data January 2001 - January 2002
2nd Century Communication March 2000 - December 2000
Rhythms NetConnections November 1999 - March 2000
AT&T October 1998 - November 1999
TCI September 1997 - October 1998
Skills
Telephony, Cisco Technologies, VoIP, SIP, Avaya, Video Conferencing, Tandberg, Switches, TCP/IP, Servers, Data Center, Windows Server, Project Management, Network Security, Cisco IOS, Routers, Troubleshooting, Disaster Recovery, VPN, Polycom Video..., Avaya IP Telephony, Microsoft SQL Server, Microsoft Office 2007, Lync, Cisco UCS, Systems Engineering, Written & Oral..., Avaya Aura, Unified Messaging, Contact Centers, Nortel Meridian, Norstar, Call Pilot, Trading Systems, NICE Call Recording, ACD, E&M, MPLS, Telecommunications, Technical Support, LAN-WAN, Network Architecture, Avaya Technologies, Microsoft Office
Education
American InterContinental University 2009 — 2011
Master's degree, Information Technology Project Management, 3.96
American InterContinental University 2003 — 2004
Bachelor's degree, Computer Systems Networking and Telecommunications, 4.0
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. July 2012 - June 2015
Raymond James Financial, Inc. November 2004 - July 2012
CrossCom National February 2003 - October 2004
Switch and Data January 2001 - January 2002
2nd Century Communication March 2000 - December 2000
Rhythms NetConnections November 1999 - March 2000
AT&T October 1998 - November 1999
TCI September 1997 - October 1998
Skills
Telephony, Cisco Technologies, VoIP, SIP, Avaya, Video Conferencing, Tandberg, Switches, TCP/IP, Servers, Data Center, Windows Server, Project Management, Network Security, Cisco IOS, Routers, Troubleshooting, Disaster Recovery, VPN, Polycom Video..., Avaya IP Telephony, Microsoft SQL Server, Microsoft Office 2007, Lync, Cisco UCS, Systems Engineering, Written & Oral..., Avaya Aura, Unified Messaging, Contact Centers, Nortel Meridian, Norstar, Call Pilot, Trading Systems, NICE Call Recording, ACD, E&M, MPLS, Telecommunications, Technical Support, LAN-WAN, Network Architecture, Avaya Technologies, Microsoft Office
Education
American InterContinental University 2009 — 2011
Master's degree, Information Technology Project Management, 3.96
American InterContinental University 2003 — 2004
Bachelor's degree, Computer Systems Networking and Telecommunications, 4.0
Roshni Dulal Roshni Dulal's Raymond James Financial Inc. Experience May 2013 - October 2013
Job Associate Project Manager Project Administration at US TECHDATA CORPORATION
Industry Information Technology and Services
Experience
Tech Data November 2013 - Present
Raymond James Financial Inc. May 2013 - October 2013
University of South Florida August 2012 - April 2013
Infosys September 2010 - July 2012
Commonwealth Youth Games July 2008 - October 2008
Skills
Core Java, JavaScript, C++, PHP, XML, jQuery, HTML 5, Oracle, Microsoft SQL Server, Microsoft Access, MySQL, WebSphere Studio..., WebSphere Server 7, Toad, Visual SourceSafe, Team Explorer, Win SCP, Eclipse, Microsoft Excel, SQL developer, Apache Web Server, Microsoft Visual Studio, Argo UML, Repliweb, PowerGUI, Rational Robot, JSP, C, SQL
Education
University of South Florida 2012 — 2013
Master's degree, Management of Information Systems
PVG`s COET
Bachelor of Engineering (B.E.), Information Technology
Tech Data November 2013 - Present
Raymond James Financial Inc. May 2013 - October 2013
University of South Florida August 2012 - April 2013
Infosys September 2010 - July 2012
Commonwealth Youth Games July 2008 - October 2008
Skills
Core Java, JavaScript, C++, PHP, XML, jQuery, HTML 5, Oracle, Microsoft SQL Server, Microsoft Access, MySQL, WebSphere Studio..., WebSphere Server 7, Toad, Visual SourceSafe, Team Explorer, Win SCP, Eclipse, Microsoft Excel, SQL developer, Apache Web Server, Microsoft Visual Studio, Argo UML, Repliweb, PowerGUI, Rational Robot, JSP, C, SQL
Education
University of South Florida 2012 — 2013
Master's degree, Management of Information Systems
PVG`s COET
Bachelor of Engineering (B.E.), Information Technology
Andrew Golden's Raymond James Financial Inc. Experience July 2010 - December 2010
Job Management Consultant | Finance & Enterprise Performance
Industry Management Consulting
Experience
Accenture October 2012 - Present
Wipro Technologies January 2011 - August 2012
Raymond James Financial, Inc. July 2010 - December 2010
Skills
Record to Report, Process Redesign, Process Improvement, Financial Reporting, Financial Close Process, Financial Accounting, Business Analysis, General Ledger, Hyperion HFM
Education
Auburn University 2006 — 2010
BSBA, Finance
Accenture October 2012 - Present
Wipro Technologies January 2011 - August 2012
Raymond James Financial, Inc. July 2010 - December 2010
Skills
Record to Report, Process Redesign, Process Improvement, Financial Reporting, Financial Close Process, Financial Accounting, Business Analysis, General Ledger, Hyperion HFM
Education
Auburn University 2006 — 2010
BSBA, Finance
Samuel Brown's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Business Development Analyst Intern
Industry Real Estate
Experience
Gulf JP May 2015 - July 2015
Core Industrial Development June 2014 - August 2014
IMAX June 2013 - August 2013
Raymond James Financial Inc. June 2012 - August 2012
Skills
Research, Statistics, Microsoft Office, PowerPoint, Social Media, Social Networking, Public Speaking, Leadership, Marketing, Microsoft Word, Microsoft Excel, Spanish, Event Planning, Facebook
Education
University of Southern California 2012 — 2015
Bachelor’s Degree, Business Administration, Management and Entrepreneurship
Gulf JP May 2015 - July 2015
Core Industrial Development June 2014 - August 2014
IMAX June 2013 - August 2013
Raymond James Financial Inc. June 2012 - August 2012
Skills
Research, Statistics, Microsoft Office, PowerPoint, Social Media, Social Networking, Public Speaking, Leadership, Marketing, Microsoft Word, Microsoft Excel, Spanish, Event Planning, Facebook
Education
University of Southern California 2012 — 2015
Bachelor’s Degree, Business Administration, Management and Entrepreneurship
Terry Archer Terry Archer's Raymond James Financial Inc. Experience 2000 - 2002
Job Underwriting Team Leader at The Zenith
Industry Insurance
Experience
Zenith Insurance Company (United States) March 2014 - Present
FCCI Insurance Group March 2010 - March 2014
Raymond James Financial Inc. 2000 - 2002
Skills
Workers Compensation, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Casualty, Licensed Property &..., Licensed Life & Health..., Commercial Lines, Liability, Legal Liability, Inland Marine, CPCU, Liability Analysis, Professional Liability, Underwriting, Casualty Insurance, Insurance, Risk Management, Life Insurance, General Insurance
Education
University of South Florida
Bachelor of Science (BS), Finance, General
Zenith Insurance Company (United States) March 2014 - Present
FCCI Insurance Group March 2010 - March 2014
Raymond James Financial Inc. 2000 - 2002
Skills
Workers Compensation, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Casualty, Licensed Property &..., Licensed Life & Health..., Commercial Lines, Liability, Legal Liability, Inland Marine, CPCU, Liability Analysis, Professional Liability, Underwriting, Casualty Insurance, Insurance, Risk Management, Life Insurance, General Insurance
Education
University of South Florida
Bachelor of Science (BS), Finance, General
Samantha Johns's Raymond James Financial Inc. Experience June 2012 - Present
Job Project Specialist at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. June 2012 - Present
Raymond James Financial Inc. July 2004 - July 2012
Raymond James Financial Inc. January 1999 - July 2004
Largo Medical Emergency Room February 1997 - December 1998
Skills
Visio, Business Analysis, Requirements Analysis, SDLC, SharePoint, Process Improvement, Software Project..., Business Process..., Business Process, COBOL, Access, Requirements Gathering, XML, Project Management, User Acceptance Testing, SSRS, HTML, Systems Analysis, Quality Center, SQL, Visual Studio, Vendor Management, PMP, Data Warehousing, MS Project, Risk Management, Data Modeling, Analysis, PMO, Software Documentation, Test Planning, Business Requirements, Windows, Agile Methodologies, Testing, Databases, Integration, Quality Assurance, Change Management, Microsoft SQL Server, Data Analysis, Project Planning, Management, Agile Project Management, Training, Database Design, Software Development, Business Intelligence, ITIL, Enterprise Architecture
Education
University of South Florida 2001 — 2009
BA, Psychology
Raymond James Financial Inc. June 2012 - Present
Raymond James Financial Inc. July 2004 - July 2012
Raymond James Financial Inc. January 1999 - July 2004
Largo Medical Emergency Room February 1997 - December 1998
Skills
Visio, Business Analysis, Requirements Analysis, SDLC, SharePoint, Process Improvement, Software Project..., Business Process..., Business Process, COBOL, Access, Requirements Gathering, XML, Project Management, User Acceptance Testing, SSRS, HTML, Systems Analysis, Quality Center, SQL, Visual Studio, Vendor Management, PMP, Data Warehousing, MS Project, Risk Management, Data Modeling, Analysis, PMO, Software Documentation, Test Planning, Business Requirements, Windows, Agile Methodologies, Testing, Databases, Integration, Quality Assurance, Change Management, Microsoft SQL Server, Data Analysis, Project Planning, Management, Agile Project Management, Training, Database Design, Software Development, Business Intelligence, ITIL, Enterprise Architecture
Education
University of South Florida 2001 — 2009
BA, Psychology
Gus Miklos Gus Miklos's Raymond James Financial Inc. Experience August 2015 - Present
Job Sr. Oracle Database Administrator at Raymond James Financial, Inc.
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Catalina Marketing January 2015 - August 2015
Blue Cross Blue Shield December 2008 - December 2014
TYBRIN Corporation December 2005 - July 2008
Skills
Oracle, Databases, Data Warehousing, SQL, Microsoft SQL Server, PL/SQL, Integration, ETL, Editorial, Publishing, Business Intelligence, Database Design
Education
Columbia College 1989 — 1991
BA, Business Administration
Raymond James Financial, Inc. August 2015 - Present
Catalina Marketing January 2015 - August 2015
Blue Cross Blue Shield December 2008 - December 2014
TYBRIN Corporation December 2005 - July 2008
Skills
Oracle, Databases, Data Warehousing, SQL, Microsoft SQL Server, PL/SQL, Integration, ETL, Editorial, Publishing, Business Intelligence, Database Design
Education
Columbia College 1989 — 1991
BA, Business Administration
Tiffany Seeman Tiffany Seeman's Raymond James Financial Inc. Experience July 2012 - June 2013
Job Informatics Consultant at LabAnswer
Industry Information Technology and Services
Experience
LabAnswer June 2013 - Present
Raymond James Financial Inc. July 2012 - June 2013
Skills
Quality Assurance, SDLC, TFS, Visual Studio, Software Quality..., Microsoft Office, SharePoint, Quality Center, Crystal Reports, Project Management, Manual Testing, Teamwork, Microsoft Excel, Microsoft Word, enterprise resource..., Microsoft Office..., Team Foundation Server, Borland Caliber RM, HP Quality Center, SAP Netweaver, LabWare LIMS, SampleManager LIMS, Laboratory Informatics, Stability Studies, Quality Control, LabManager, Databases, Software Documentation
Education
University of South Florida 2010 — 2013
Bachelor of Science (BS), Management Information Systems, General
Hillsborough Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
LabAnswer June 2013 - Present
Raymond James Financial Inc. July 2012 - June 2013
Skills
Quality Assurance, SDLC, TFS, Visual Studio, Software Quality..., Microsoft Office, SharePoint, Quality Center, Crystal Reports, Project Management, Manual Testing, Teamwork, Microsoft Excel, Microsoft Word, enterprise resource..., Microsoft Office..., Team Foundation Server, Borland Caliber RM, HP Quality Center, SAP Netweaver, LabWare LIMS, SampleManager LIMS, Laboratory Informatics, Stability Studies, Quality Control, LabManager, Databases, Software Documentation
Education
University of South Florida 2010 — 2013
Bachelor of Science (BS), Management Information Systems, General
Hillsborough Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
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
Nathan Szenay's Raymond James Financial Inc. Experience May 2015 - Present
Job Clearance Associate
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
State of Illinois February 2014 - May 2014
bigelow construtction May 2012 - August 2012
Special Needs Transportation non-profit organization August 2010 - July 2011
Jimmy John's November 2010 - March 2011
Skills
Construction, Construction Management, Carpentry, Accounting, Leadership, Project Management, Data Analysis, Social Networking, Event Planning
Education
Albion College 2011 — 2015
Bachelor of Business Administration (BBA), Economics and mangement emphasis in Accounting, Business and Orginazations
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
State of Illinois February 2014 - May 2014
bigelow construtction May 2012 - August 2012
Special Needs Transportation non-profit organization August 2010 - July 2011
Jimmy John's November 2010 - March 2011
Skills
Construction, Construction Management, Carpentry, Accounting, Leadership, Project Management, Data Analysis, Social Networking, Event Planning
Education
Albion College 2011 — 2015
Bachelor of Business Administration (BBA), Economics and mangement emphasis in Accounting, Business and Orginazations
Robb Bruce Robb Bruce's Raymond James Financial Inc. Experience October 2011 - Present
Job Creative Agency Director, Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. October 2011 - Present
Raymond James Financial Inc. January 2001 - October 2011
Raymond James Financial Inc. June 1996 - January 2001
Raymond James Financial Inc. April 1994 - June 1996
Raymond James Financial Inc. October 1992 - April 1994
Raymond James Financial Inc. June 1991 - October 1992
Skills
Agency Direction, Creative Direction, Corporate Branding, Writing, Series 24, Long Distance Running, Management, Brand Management, Agency Leadership, Creative Strategy, Managing Agency..., Copywriting, Marketing, Advertising
Education
University of South Florida 2012 — 2014
Master of Arts (MA), Communication, General
Eckerd College
BA, Business Management
Raymond James Financial Inc. October 2011 - Present
Raymond James Financial Inc. January 2001 - October 2011
Raymond James Financial Inc. June 1996 - January 2001
Raymond James Financial Inc. April 1994 - June 1996
Raymond James Financial Inc. October 1992 - April 1994
Raymond James Financial Inc. June 1991 - October 1992
Skills
Agency Direction, Creative Direction, Corporate Branding, Writing, Series 24, Long Distance Running, Management, Brand Management, Agency Leadership, Creative Strategy, Managing Agency..., Copywriting, Marketing, Advertising
Education
University of South Florida 2012 — 2014
Master of Arts (MA), Communication, General
Eckerd College
BA, Business Management
Collin Lopez Collin Lopez's Raymond James Financial Inc. Experience May 2015 - Present
Job Investment Banking Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial, Inc. June 2014 - May 2015
Hilliard Lyons July 2013 - August 2013
Skills
Microsoft Office, Python, Stata, Problem Solving, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance
Centre College 2010 — 2014
Bachelor of Science (B.S.), cum laude, Financial Economics & Mathematics
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial, Inc. June 2014 - May 2015
Hilliard Lyons July 2013 - August 2013
Skills
Microsoft Office, Python, Stata, Problem Solving, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance
Centre College 2010 — 2014
Bachelor of Science (B.S.), cum laude, Financial Economics & Mathematics
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
Colin Karn's Raymond James Financial Inc. Experience June 2015 - Present
Job Cash Manager Supervisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Fidelity Investments February 2012 - June 2015
Charles Schwab October 2005 - February 2011
Austin Community College September 2003 - July 2004
The Princeton Review January 2002 - July 2003
Education
Butler University 1996 — 2000
MA, US History
Raymond James Financial, Inc. June 2015 - Present
Fidelity Investments February 2012 - June 2015
Charles Schwab October 2005 - February 2011
Austin Community College September 2003 - July 2004
The Princeton Review January 2002 - July 2003
Education
Butler University 1996 — 2000
MA, US History
Elihu Allen Elihu Allen's Raymond James Financial Inc. Experience August 2015 - Present
Job T2 CloudXOS Engineer at CloudXOS an eplexity Product
Industry Computer Software
Experience
Raymond James Financial, Inc. August 2015 - Present
ServerGeeeks LLC May 2002 - Present
South Carolina Army National Guard February 2011 - Present
US Army September 1998 - Present
CloudXOS an eplexity Product May 2015 - August 2015
Unitrends November 2014 - May 2015
Unitrends June 2013 - November 2014
University of Michigan May 2011 - August 2012
US Army June 2008 - March 2011
Brackish Groundwater Desalination Research Facility August 2007 - August 2010
Skills
Server Administration, Linux server..., Network Administration, Active Directory, Windows Server, VMware, Computer Hardware, Servers, Linux, Cisco Technologies, System Administration, Virtualization, Windows 7, DHCP, VPN, Linux System..., Leadership, Powershell, Wireless Networking, Networking, Security, Software Installation, Information Technology, Computer Security, Storage, Disaster Recovery, Management, Troubleshooting, Training, Cloud Computing, Technical Support, Microsoft Office, Salesforce.com, System Deployment, Information Security, Network Security, Enterprise Software, Integration, Information Assurance, Windows, Account Management, Customer Service, Team Leadership, Microsoft Exchange, Military, Microsoft SQL Server
Education
South University 2009 — 2010
N/A, Computer Science
Colorado State University 2000 — 2005
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Raymond James Financial, Inc. August 2015 - Present
ServerGeeeks LLC May 2002 - Present
South Carolina Army National Guard February 2011 - Present
US Army September 1998 - Present
CloudXOS an eplexity Product May 2015 - August 2015
Unitrends November 2014 - May 2015
Unitrends June 2013 - November 2014
University of Michigan May 2011 - August 2012
US Army June 2008 - March 2011
Brackish Groundwater Desalination Research Facility August 2007 - August 2010
Skills
Server Administration, Linux server..., Network Administration, Active Directory, Windows Server, VMware, Computer Hardware, Servers, Linux, Cisco Technologies, System Administration, Virtualization, Windows 7, DHCP, VPN, Linux System..., Leadership, Powershell, Wireless Networking, Networking, Security, Software Installation, Information Technology, Computer Security, Storage, Disaster Recovery, Management, Troubleshooting, Training, Cloud Computing, Technical Support, Microsoft Office, Salesforce.com, System Deployment, Information Security, Network Security, Enterprise Software, Integration, Information Assurance, Windows, Account Management, Customer Service, Team Leadership, Microsoft Exchange, Military, Microsoft SQL Server
Education
South University 2009 — 2010
N/A, Computer Science
Colorado State University 2000 — 2005
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Tyler Martinasek Tyler Martinasek's Raymond James Financial Inc. Experience August 2014 - Present
Job Due Diligence Analyst
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Self-Employed August 2012 - July 2014
Morgan Stanley January 2014 - May 2014
University of Tampa August 2012 - December 2012
Skills
SPSS, PowerPoint, Academic Tutoring, Equity Trading, Equity Research Analysis, Microsoft Excel, Derivatives Trading, Derivatives, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Economics, Entrepreneurship, Financial Markets
Education
University of Tampa 2012 — 2014
Master of Finance (M.S.F.) / Master of Business Administration (M.B.A.), Finance and Management
University of South Florida 2008 — 2012
Bachelor of Science (B.S.), Finance, General
CFA Program
2016 Level II Candidate
Raymond James Financial Inc. August 2014 - Present
Self-Employed August 2012 - July 2014
Morgan Stanley January 2014 - May 2014
University of Tampa August 2012 - December 2012
Skills
SPSS, PowerPoint, Academic Tutoring, Equity Trading, Equity Research Analysis, Microsoft Excel, Derivatives Trading, Derivatives, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Economics, Entrepreneurship, Financial Markets
Education
University of Tampa 2012 — 2014
Master of Finance (M.S.F.) / Master of Business Administration (M.B.A.), Finance and Management
University of South Florida 2008 — 2012
Bachelor of Science (B.S.), Finance, General
CFA Program
2016 Level II Candidate
Vincent Villegas Vincent Villegas's Raymond James Financial Inc. Experience July 2013 - Present
Job Assistant Regional Director, Investment Advisors Division at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. April 2008 - July 2013
Raymond James Financial Inc. August 2006 - April 2008
T. Rowe Price February 2003 - August 2006
T. Rowe Price June 1998 - February 2003
Skills
Investments, Series 7, Asset Management, Retirement, Financial Services, Leadership, Mutual Funds, Fixed Annuities, Employee Benefits, Series 24, Series 63, Financial Advisory
Education
University of South Florida 1993 — 1997
Osceola High School
Blessed Sacrament
St. Aloysius
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. April 2008 - July 2013
Raymond James Financial Inc. August 2006 - April 2008
T. Rowe Price February 2003 - August 2006
T. Rowe Price June 1998 - February 2003
Skills
Investments, Series 7, Asset Management, Retirement, Financial Services, Leadership, Mutual Funds, Fixed Annuities, Employee Benefits, Series 24, Series 63, Financial Advisory
Education
University of South Florida 1993 — 1997
Osceola High School
Blessed Sacrament
St. Aloysius
Sonya Khalil Sonya Khalil's Raymond James Financial Inc. Experience July 2015 - Present
Job Accountant IV Tax/Capital Management at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. June 2014 - July 2015
PriceWaterhouseCoopers April 2012 - June 2014
Pinellas County Government - Department of Environment and Infrastructure (DEI) January 2012 - March 2012
Skills
Microsoft Excel, GoSystems, Adobe Acrobat, Tax Preparation, Time Management, Project Management, Team Building, Management, Program Management, Tax, Auditing, Leadership, Accounting, GAAP, Internal Controls, Budgets, Financial Reporting, Process Improvement, SEC filings, QuickBooks, Financial Analysis, Team Leadership, Business Analysis, Financial Statements, Analysis
Education
University of South Florida - College of Business Administration 2007 — 2011
Bachelor of Science, Finance, GPA 3.58
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. June 2014 - July 2015
PriceWaterhouseCoopers April 2012 - June 2014
Pinellas County Government - Department of Environment and Infrastructure (DEI) January 2012 - March 2012
Skills
Microsoft Excel, GoSystems, Adobe Acrobat, Tax Preparation, Time Management, Project Management, Team Building, Management, Program Management, Tax, Auditing, Leadership, Accounting, GAAP, Internal Controls, Budgets, Financial Reporting, Process Improvement, SEC filings, QuickBooks, Financial Analysis, Team Leadership, Business Analysis, Financial Statements, Analysis
Education
University of South Florida - College of Business Administration 2007 — 2011
Bachelor of Science, Finance, GPA 3.58
Shantell Green Shantell Green's Raymond James Financial Inc. Experience March 2013 - August 2014
Job Senior CTM Coordinator, Wellcare Health Plans
Industry Financial Services
Experience
WellCare Health Plans 2014 - Present
Raymond James Financial Inc. March 2013 - August 2014
Universal Health Care September 2012 - March 2013
Fidelity National Information Services June 2009 - September 2012
Skills
Process Improvement, Call Centers, Visio, Customer Service, SharePoint, Access, Business Analysis, Microsoft Office, Outlook, Troubleshooting, HIPAA, Team Leadership, Program Management, Project Management, Microsoft Excel, Windows, Training
Education
University of South Florida 2012 — 2014
Bachelor of Science (B.S.)
Saint Petersburg College
Associate of Arts (A.A.)
WellCare Health Plans 2014 - Present
Raymond James Financial Inc. March 2013 - August 2014
Universal Health Care September 2012 - March 2013
Fidelity National Information Services June 2009 - September 2012
Skills
Process Improvement, Call Centers, Visio, Customer Service, SharePoint, Access, Business Analysis, Microsoft Office, Outlook, Troubleshooting, HIPAA, Team Leadership, Program Management, Project Management, Microsoft Excel, Windows, Training
Education
University of South Florida 2012 — 2014
Bachelor of Science (B.S.)
Saint Petersburg College
Associate of Arts (A.A.)
Theresa Stone Theresa Stone's Raymond James Financial Inc. Experience January 2013 - Present
Job Recruiting Professional for Financial Advisors
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Raymond James & Associates, Inc. August 2010 - June 2012
Raymond James & Associates, Inc. November 2009 - August 2010
Raymond James & Associates, Inc. September 2008 - August 2010
Raymond James & Associates, Inc. August 2004 - September 2008
A.G. Edwards & Sons, Inc. December 2001 - August 2004
Commerce Bank 1999 - 1999
Skills
Portfolio Management, Financial Analysis, Bloomberg, Stocks, Investment Management, Investment Advisory, Asset Allocation, Sales, Recruiting, Portfolio Performance..., Modern Portfolio Theory, Managing Events, Critical Thinking, Social Networking, Reading People, Client Presentation, Onboarding, Time Management, Finance, Financial Services, Training, Marketing, Business Development, Separately Managed..., Financial Markets, Wealth Management..., Series 7, Mutual Funds
Education
University of South Florida - College of Business Administration 2004 — 2008
Bachelor of Science (BS), Finance, General
FINRA
Series 7 & 66
Raymond James Financial Inc. January 2013 - Present
Raymond James & Associates, Inc. August 2010 - June 2012
Raymond James & Associates, Inc. November 2009 - August 2010
Raymond James & Associates, Inc. September 2008 - August 2010
Raymond James & Associates, Inc. August 2004 - September 2008
A.G. Edwards & Sons, Inc. December 2001 - August 2004
Commerce Bank 1999 - 1999
Skills
Portfolio Management, Financial Analysis, Bloomberg, Stocks, Investment Management, Investment Advisory, Asset Allocation, Sales, Recruiting, Portfolio Performance..., Modern Portfolio Theory, Managing Events, Critical Thinking, Social Networking, Reading People, Client Presentation, Onboarding, Time Management, Finance, Financial Services, Training, Marketing, Business Development, Separately Managed..., Financial Markets, Wealth Management..., Series 7, Mutual Funds
Education
University of South Florida - College of Business Administration 2004 — 2008
Bachelor of Science (BS), Finance, General
FINRA
Series 7 & 66
Saad Rahmouni Saad Rahmouni's Raymond James Financial Inc. Experience February 2014 - Present
Job Regional Compliance Officer at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. February 2014 - Present
Raymond James Financial Services October 2007 - January 2014
T. Rowe Price 1998 - 2007
Skills
Series 24, Series 7, Compliance, Series 66, Risk Management, Mutual Funds, Coaching, Investments, Retirement, Equities, FINRA, Series 6, Series 63, Fixed Income, Investment Strategies, Alternative Investments, Wealth Management, Asset Managment, Asset Allocation, Financial Services, Portfolio Management, Analysis, 401k, Uniform Combined State..., Securities, Retirement Planning, Investment Advisory, Strategic Financial..., Employee Benefits, Economics, IRAs, Relationship Management, Bonds, Financial Advisory, ETFs, Investment Management, Variable Annuities, Options, Financial Planners, Trading, Estate Planning, Stocks, AML, Finance, Financial Analysis, Defined Benefit, Bloomberg, Fixed Annuities, Capital Markets, Asset Management
Education
University of South Florida 1993 — 1997
MBA, International Business and Marketing
Raymond James Financial Inc. February 2014 - Present
Raymond James Financial Services October 2007 - January 2014
T. Rowe Price 1998 - 2007
Skills
Series 24, Series 7, Compliance, Series 66, Risk Management, Mutual Funds, Coaching, Investments, Retirement, Equities, FINRA, Series 6, Series 63, Fixed Income, Investment Strategies, Alternative Investments, Wealth Management, Asset Managment, Asset Allocation, Financial Services, Portfolio Management, Analysis, 401k, Uniform Combined State..., Securities, Retirement Planning, Investment Advisory, Strategic Financial..., Employee Benefits, Economics, IRAs, Relationship Management, Bonds, Financial Advisory, ETFs, Investment Management, Variable Annuities, Options, Financial Planners, Trading, Estate Planning, Stocks, AML, Finance, Financial Analysis, Defined Benefit, Bloomberg, Fixed Annuities, Capital Markets, Asset Management
Education
University of South Florida 1993 — 1997
MBA, International Business and Marketing
Aidan Balboni's Raymond James Financial Inc. Experience July 2015 - Present
Job Incoming Investment Banking Analyst at Raymond James Financial, Inc.
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Boston College October 2013 - Present
Raymond James Financial, Inc. June 2015 - August 2015
Chubb Insurance June 2014 - August 2014
Self Employed June 2012 - August 2013
Dr. Gravity's Kite Shop June 2010 - August 2012
Skills
Information Technology, Tutoring, Mathematics, Sales, Customer Service, Standardized Testing, Microsoft Office, Time Management, Facebook, Microsoft Word
Education
Boston College 2012 — 2016
Bachelor's Degree, Economics
St. Sebastian's School 2009 — 2012
Raymond James Financial, Inc. July 2015 - Present
Boston College October 2013 - Present
Raymond James Financial, Inc. June 2015 - August 2015
Chubb Insurance June 2014 - August 2014
Self Employed June 2012 - August 2013
Dr. Gravity's Kite Shop June 2010 - August 2012
Skills
Information Technology, Tutoring, Mathematics, Sales, Customer Service, Standardized Testing, Microsoft Office, Time Management, Facebook, Microsoft Word
Education
Boston College 2012 — 2016
Bachelor's Degree, Economics
St. Sebastian's School 2009 — 2012
Cynthia Ebertz, CFP's Raymond James Financial Inc. Experience 2015 - Present
Job Registered Sales Associate II
Industry Financial Services
Experience
Raymond James Financial, Inc. 2015 - Present
Edward Jones September 2012 - September 2015
PSA Financial Center November 2003 - May 2012
T Rowe Price March 1998 - October 2003
Education
College for Financial Planning 2000 — 2002
CFP, Financial Planning
Michigan State University 1980 — 1984
Bachelor of Arts (BA), Business Administration, Management and Operations
Raymond James Financial, Inc. 2015 - Present
Edward Jones September 2012 - September 2015
PSA Financial Center November 2003 - May 2012
T Rowe Price March 1998 - October 2003
Education
College for Financial Planning 2000 — 2002
CFP, Financial Planning
Michigan State University 1980 — 1984
Bachelor of Arts (BA), Business Administration, Management and Operations
Monika Young Monika Young's Raymond James Financial Inc. Experience August 2014 - January 2015
Job Administrative Assistant at Jankel Tactical Systems
Industry International Affairs
Experience
Jankel Tactical Systems LLC May 2015 - August 2015
Raymond James Financial, Inc. August 2014 - January 2015
European Institute January 2014 - May 2014
Sciences Po Paris September 2013 - December 2013
Lycée Louis Armand, Eaubonnes, France October 2011 - April 2012
State Office of US Senator Lindsey Graham January 2011 - April 2011
Skills
Cloud-based client..., Adobe Acrobat, SPSS, Dreamweaver, iMovie, Premiere, Microsoft Office, Photoshop, Blogging
Education
American University 2012 — 2014
Master's degree, International Affairs
Furman University 2007 — 2011
Bachelor of Arts, Political Science
Jankel Tactical Systems LLC May 2015 - August 2015
Raymond James Financial, Inc. August 2014 - January 2015
European Institute January 2014 - May 2014
Sciences Po Paris September 2013 - December 2013
Lycée Louis Armand, Eaubonnes, France October 2011 - April 2012
State Office of US Senator Lindsey Graham January 2011 - April 2011
Skills
Cloud-based client..., Adobe Acrobat, SPSS, Dreamweaver, iMovie, Premiere, Microsoft Office, Photoshop, Blogging
Education
American University 2012 — 2014
Master's degree, International Affairs
Furman University 2007 — 2011
Bachelor of Arts, Political Science
Joseph Birdsong Joseph Birdsong's Raymond James Financial Inc. Experience March 2015 - Present
Job Public Finance/Debt Investment Banking
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
U.S. Bank August 2013 - March 2015
U.S. Bank September 2012 - August 2013
Regions Bank August 2010 - August 2012
Merrill Lynch June 2009 - August 2009
Skills
Commercial Lending, Credit Analysis, Credit, Portfolio Management, Lines Of Credit, Banking, Retail Banking, Real Estate Lending, Treasury Management, Business Development, Deposits, Commercial Real Estate, Mortgage Lending, Finance, Investments, Commercial Banking, Loans, Loan Origination, Commercial Mortgages, Financial Modeling, Leadership
Education
Belmont University - Jack C. Massey Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Wake Forest University 2005 — 2009
Montgomery Bell Academy 2001 — 2005
Raymond James Financial, Inc. March 2015 - Present
U.S. Bank August 2013 - March 2015
U.S. Bank September 2012 - August 2013
Regions Bank August 2010 - August 2012
Merrill Lynch June 2009 - August 2009
Skills
Commercial Lending, Credit Analysis, Credit, Portfolio Management, Lines Of Credit, Banking, Retail Banking, Real Estate Lending, Treasury Management, Business Development, Deposits, Commercial Real Estate, Mortgage Lending, Finance, Investments, Commercial Banking, Loans, Loan Origination, Commercial Mortgages, Financial Modeling, Leadership
Education
Belmont University - Jack C. Massey Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Wake Forest University 2005 — 2009
Montgomery Bell Academy 2001 — 2005
Julio Josafath Julio Josafath's Raymond James Financial Inc. Experience August 2011 - May 2012
Job Financial Analyst at The Mosaic Company
Industry Accounting
Experience
The Mosaic Company May 2012 - Present
Raymond James Financial, Inc. August 2011 - May 2012
The Mosaic Company May 2011 - August 2011
Louis Levitt EA, PA February 2010 - April 2011
Broward College 2007 - 2009
Fernandes Bakery August 2005 - July 2007
Skills
Customer Service, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Research, Event Planning, Strategic Planning, Project Planning, Creative Writing, Accounting, Social Media, Financial Analysis, Access, Financial Reporting, Teamwork, Time Management
Education
University of South Florida
Bachelor's Degree, Management Information Systems and Services
University of South Florida 2009 — 2012
Bachelor's degree, Accounting
Broward Community College 2007 — 2009
Associate of Arts (A.A.), Accounting
The Mosaic Company May 2012 - Present
Raymond James Financial, Inc. August 2011 - May 2012
The Mosaic Company May 2011 - August 2011
Louis Levitt EA, PA February 2010 - April 2011
Broward College 2007 - 2009
Fernandes Bakery August 2005 - July 2007
Skills
Customer Service, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Research, Event Planning, Strategic Planning, Project Planning, Creative Writing, Accounting, Social Media, Financial Analysis, Access, Financial Reporting, Teamwork, Time Management
Education
University of South Florida
Bachelor's Degree, Management Information Systems and Services
University of South Florida 2009 — 2012
Bachelor's degree, Accounting
Broward Community College 2007 — 2009
Associate of Arts (A.A.), Accounting
Elizabeth Pellegrini's Raymond James Financial Inc. Experience March 2015 - Present
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. March 2015 - Present
Oppenheimer & Co. July 2013 - February 2015
Fidelity Investments June 2012 - August 2012
Bright Horizons June 2011 - July 2011
OSI Pharmaceuticals May 2010 - August 2010
Skills
Presenter, Highly detail oriented, Communication, Teamwork, Team Management, Financial Analysis, Statistical Modeling, Finance, Microsoft Excel, Minitab, Mathematics, Qualitative Research, Capital IQ, Financial Modeling, Investment Banking
Education
Babson College 2009 — 2013
Bachelor of Science, Business Management; Finance and Computational and Mathematical Finance
London School of Economics 2011 — 2011
Richmond University
Raymond James Financial, Inc. March 2015 - Present
Oppenheimer & Co. July 2013 - February 2015
Fidelity Investments June 2012 - August 2012
Bright Horizons June 2011 - July 2011
OSI Pharmaceuticals May 2010 - August 2010
Skills
Presenter, Highly detail oriented, Communication, Teamwork, Team Management, Financial Analysis, Statistical Modeling, Finance, Microsoft Excel, Minitab, Mathematics, Qualitative Research, Capital IQ, Financial Modeling, Investment Banking
Education
Babson College 2009 — 2013
Bachelor of Science, Business Management; Finance and Computational and Mathematical Finance
London School of Economics 2011 — 2011
Richmond University
Frank J. Ward Frank J. Ward's Raymond James Financial Inc. Experience June 2015 - Present
Job Senior Manager of Investments & Planning at First National Bank of Omaha, Advisor with Raymond James Financial Services
Industry Financial Services
Experience
First National Bank of Omaha April 2013 - Present
Raymond James Financial, Inc. June 2015 - Present
Special Olympics 2007 - Present
Ameriprise Financial Services, Inc. August 2008 - April 2013
Wachovia Securities July 1998 - August 2008
PaineWebber October 1986 - July 1998
Skills
Financial Planning, Asset Management, Portfolio Management, Investments, Money Management, Retirement Planning, Wealth Management..., Insurance, Estate Planning, Risk Management, Charitable Gift Planning, Strategic Financial...
Education
College for Financial Planning 2008 — 2012
Master of Science (M.S.), Financial Planning
University of Nebraska at Omaha 1980 — 1985
Bachelor of Science, Biology & Business Administration
University of Nebraska-Lincoln 1975 — 1980
Bachelor of Science, Zoology
First National Bank of Omaha April 2013 - Present
Raymond James Financial, Inc. June 2015 - Present
Special Olympics 2007 - Present
Ameriprise Financial Services, Inc. August 2008 - April 2013
Wachovia Securities July 1998 - August 2008
PaineWebber October 1986 - July 1998
Skills
Financial Planning, Asset Management, Portfolio Management, Investments, Money Management, Retirement Planning, Wealth Management..., Insurance, Estate Planning, Risk Management, Charitable Gift Planning, Strategic Financial...
Education
College for Financial Planning 2008 — 2012
Master of Science (M.S.), Financial Planning
University of Nebraska at Omaha 1980 — 1985
Bachelor of Science, Biology & Business Administration
University of Nebraska-Lincoln 1975 — 1980
Bachelor of Science, Zoology
Valerie Quick Valerie Quick's Raymond James Financial Inc. Experience June 1997 - August 2002
Job Brokerage Firm and Accounting
Industry Financial Services
Experience
Hess Fine Auctions October 2012 - April 2014
Raymond James & Associates Inc August 2002 - October 2011
Raymond James Financial Inc. June 1997 - August 2002
Skills
Microsoft Office, Outlook, Check Processing, Word, Excel, Account Reconciliation, Microsoft Access, Customer Service, Checks, Job Descriptions, Phone Skills, Phone Etiquette, Answering Phones, Retail
Education
University of South Florida 1993 — 1997
Bachelors, Business Administration; Accounting
Saint Petersburg Junior College 1990 — 1994
Associates of Arts, Business
Hess Fine Auctions October 2012 - April 2014
Raymond James & Associates Inc August 2002 - October 2011
Raymond James Financial Inc. June 1997 - August 2002
Skills
Microsoft Office, Outlook, Check Processing, Word, Excel, Account Reconciliation, Microsoft Access, Customer Service, Checks, Job Descriptions, Phone Skills, Phone Etiquette, Answering Phones, Retail
Education
University of South Florida 1993 — 1997
Bachelors, Business Administration; Accounting
Saint Petersburg Junior College 1990 — 1994
Associates of Arts, Business
Reni Benjamin Reni Benjamin's Raymond James Financial Inc. Experience June 2015 - Present
Job Senior Vice President/Senior Biotechnology Analyst at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
H.C. Wainwright September 2013 - June 2015
Burrill & Company August 2012 - July 2013
Rodman & Renshaw, LLC March 2003 - June 2012
Needham & Company June 2001 - March 2003
Skills
Equity Research, Valuation, Investment Banking, Venture Capital, Equities, Financial Modeling, Capital Markets, Biotechnology, Equity Valuation, Hedge Funds, Due Diligence, Private Equity, Oncology, Regenerative Medicine, Corporate Development
Education
University of Alabama at Birmingham 1993 — 2001
PhD, Biochemistry and Molecular Genetics
Allegheny College 1989 — 1993
BS, Biology
Raymond James Financial, Inc. June 2015 - Present
H.C. Wainwright September 2013 - June 2015
Burrill & Company August 2012 - July 2013
Rodman & Renshaw, LLC March 2003 - June 2012
Needham & Company June 2001 - March 2003
Skills
Equity Research, Valuation, Investment Banking, Venture Capital, Equities, Financial Modeling, Capital Markets, Biotechnology, Equity Valuation, Hedge Funds, Due Diligence, Private Equity, Oncology, Regenerative Medicine, Corporate Development
Education
University of Alabama at Birmingham 1993 — 2001
PhD, Biochemistry and Molecular Genetics
Allegheny College 1989 — 1993
BS, Biology
Herschell Hamilton Herschell Hamilton's Raymond James Financial Inc. Experience 1991 - 1993
Job Managing Partner at BLOC Global Group
Industry Real Estate
Experience
BLOC Global Group 2003 - Present
Masada Resource Group 2000 - 2003
iClique, Inc. 1999 - 2000
City of Birmingham 1997 - 1999
Porter, White & Company 1995 - 1997
State of Alabama 1993 - 1995
Raymond James Financial, Inc. 1991 - 1993
Skills
Strategic Planning, Real Estate, Public Speaking, Public Relations, Fundraising, Entrepreneurship, Investment Properties, Social Media Marketing, Social Media, Property Management, Real Estate Transactions, Social Networking, Investments, Sales Management, Investors, Financial Analysis, Start-ups, REO, Short Sales, Negotiation
Education
Birmingham-Southern College 1994 — 1996
Master of Arts, Public and Private Management, Strategic Management
Howard University 1980 — 1984
Bachelor of Science, Zoology
BLOC Global Group 2003 - Present
Masada Resource Group 2000 - 2003
iClique, Inc. 1999 - 2000
City of Birmingham 1997 - 1999
Porter, White & Company 1995 - 1997
State of Alabama 1993 - 1995
Raymond James Financial, Inc. 1991 - 1993
Skills
Strategic Planning, Real Estate, Public Speaking, Public Relations, Fundraising, Entrepreneurship, Investment Properties, Social Media Marketing, Social Media, Property Management, Real Estate Transactions, Social Networking, Investments, Sales Management, Investors, Financial Analysis, Start-ups, REO, Short Sales, Negotiation
Education
Birmingham-Southern College 1994 — 1996
Master of Arts, Public and Private Management, Strategic Management
Howard University 1980 — 1984
Bachelor of Science, Zoology
Alice Zheng's Raymond James Financial Inc. Experience May 2015 - July 2015
Job Student at UC Berkeley
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - July 2015
Morgan Joseph TriArtisan LLC September 2014 - November 2014
The Coca-Cola Company June 2014 - August 2014
Amazon August 2013 - May 2014
University of California, Berkeley, Haas School of Business August 2013 - May 2014
NAI Northern California June 2013 - July 2013
Education
University of California, Berkeley 2012 — 2016
Bachelor's Degree, Political Economy, Senior
Goldman School of Public Policy
Minor, Public Policy Analysis and Management
Raymond James Financial, Inc. May 2015 - July 2015
Morgan Joseph TriArtisan LLC September 2014 - November 2014
The Coca-Cola Company June 2014 - August 2014
Amazon August 2013 - May 2014
University of California, Berkeley, Haas School of Business August 2013 - May 2014
NAI Northern California June 2013 - July 2013
Education
University of California, Berkeley 2012 — 2016
Bachelor's Degree, Political Economy, Senior
Goldman School of Public Policy
Minor, Public Policy Analysis and Management
Muthu Kumaran Raj Arumugam's Raymond James Financial Inc. Experience June 2015 - August 2015
Job Predictive Analytics Intern at Verizon
Industry Information Technology and Services
Experience
Verizon September 2015 - Present
Raymond James Financial, Inc. June 2015 - August 2015
Infosys January 2010 - April 2013
Infosys June 2009 - December 2009
Skills
Big Data Analytics, Business Intelligence, Predictive Modeling, SAS Programming, R, SQL, Access, Analysis Services, Data Mining, Data Analytics, Statistical Programming, SharePoint, Exploratory Data..., Business Analytics, Weka, SAS E-Miner, SDLC, VBA, OOP, Oracle SQL Developer, PL/SQL, IBM Mainframe, COBOL, JCL, CICS, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables
Education
University of South Florida 2014 — 2015
Master’s Degree, Management Information Systems, General
Sri Sivasubramaniya Nadar College Of Engineering 2005 — 2009
Bachelor’s Degree, Electronics and Communications Engineering
D.A.V Higher Secondary School 2003 — 2005
High School
PSBB Senior Secondary School
High School
Verizon September 2015 - Present
Raymond James Financial, Inc. June 2015 - August 2015
Infosys January 2010 - April 2013
Infosys June 2009 - December 2009
Skills
Big Data Analytics, Business Intelligence, Predictive Modeling, SAS Programming, R, SQL, Access, Analysis Services, Data Mining, Data Analytics, Statistical Programming, SharePoint, Exploratory Data..., Business Analytics, Weka, SAS E-Miner, SDLC, VBA, OOP, Oracle SQL Developer, PL/SQL, IBM Mainframe, COBOL, JCL, CICS, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables
Education
University of South Florida 2014 — 2015
Master’s Degree, Management Information Systems, General
Sri Sivasubramaniya Nadar College Of Engineering 2005 — 2009
Bachelor’s Degree, Electronics and Communications Engineering
D.A.V Higher Secondary School 2003 — 2005
High School
PSBB Senior Secondary School
High School
Jarrod Liebel CFP®, ChFC®, CLU®, M.S.'s Raymond James Financial Inc. Experience 2004 - 2010
Job Vice President, Certified Financial Planner® at BBVA Compass
Industry Investment Management
Experience
BBVA Compass November 2014 - Present
LPL Financial April 2010 - November 2014
Raymond James Financial, Inc. 2004 - 2010
MassMutual Financial Group 2001 - 2004
The Hartford January 2000 - February 2001
Skills
Tax, Investments, Financial Planning, Estate Planning, Retirement Planning, Certified Financial..., Insurance, CLU, Employee Stock Options, Business Valuation, Life Insurance, Long Term Care Insurance, Disability Insurance, Health Insurance, Program Management, Banking, Strategic Financial..., Finance, Financial Planners, Financial Services, Asset Managment, Portfolio Management, Retirement, FINRA, Investment Management, Series 63, Loans, Fixed Annuities, Risk Management, Asset Management
Education
Bay Path College 2002 — 2003
Master’s Degree, Communication and Information Management
Union College 1995 — 1999
Bachelor’s Degree, Political Science
West Springfield High School 1991 — 1995
High School, College Prep
BBVA Compass November 2014 - Present
LPL Financial April 2010 - November 2014
Raymond James Financial, Inc. 2004 - 2010
MassMutual Financial Group 2001 - 2004
The Hartford January 2000 - February 2001
Skills
Tax, Investments, Financial Planning, Estate Planning, Retirement Planning, Certified Financial..., Insurance, CLU, Employee Stock Options, Business Valuation, Life Insurance, Long Term Care Insurance, Disability Insurance, Health Insurance, Program Management, Banking, Strategic Financial..., Finance, Financial Planners, Financial Services, Asset Managment, Portfolio Management, Retirement, FINRA, Investment Management, Series 63, Loans, Fixed Annuities, Risk Management, Asset Management
Education
Bay Path College 2002 — 2003
Master’s Degree, Communication and Information Management
Union College 1995 — 1999
Bachelor’s Degree, Political Science
West Springfield High School 1991 — 1995
High School, College Prep
Christian Langalis Christian Langalis's Raymond James Financial Inc. Experience September 2015 - Present
Job Equity Research, Fixed Income S&T at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Nanoholdings, LLC June 2015 - August 2015
Oakcliff Sailing Center May 2014 - August 2015
ProImpress June 2011 - January 2015
Kairos Society 2013 - 2015
Bourgeon Capital Management, LLC. June 2013 - August 2013
Andover Economics Society September 2012 - June 2013
Investment Club of St. Luke's School April 2011 - September 2012
Norwalk Yacht Club June 2007 - August 2011
Skills
Microsoft Excel, Research, Photoshop, Salesforce.com, Fundamental Analysis, Endowments, Client Facing Skills, Leadership, Public Speaking, Blogging, Marketing, Sailing, Social Media, Strategic Planning, Social Networking, Training, Facebook, Python, Programming, WordPress, Editing
Education
Colgate University 2013 — 2017
Phillips Academy, Andover 2012 — 2013
St. Lukes School 2005 — 2012
Raymond James Financial, Inc. September 2015 - Present
Nanoholdings, LLC June 2015 - August 2015
Oakcliff Sailing Center May 2014 - August 2015
ProImpress June 2011 - January 2015
Kairos Society 2013 - 2015
Bourgeon Capital Management, LLC. June 2013 - August 2013
Andover Economics Society September 2012 - June 2013
Investment Club of St. Luke's School April 2011 - September 2012
Norwalk Yacht Club June 2007 - August 2011
Skills
Microsoft Excel, Research, Photoshop, Salesforce.com, Fundamental Analysis, Endowments, Client Facing Skills, Leadership, Public Speaking, Blogging, Marketing, Sailing, Social Media, Strategic Planning, Social Networking, Training, Facebook, Python, Programming, WordPress, Editing
Education
Colgate University 2013 — 2017
Phillips Academy, Andover 2012 — 2013
St. Lukes School 2005 — 2012
Brad Welch's Raymond James Financial Inc. Experience May 2004 - August 2007
Job Associate of Investment Research at Papamarkou Wellner Asset Management, Inc.
Industry Financial Services
Experience
Papamarkou Wellner Asset Management, Inc. February 2013 - Present
Morgan Stanley March 2011 - February 2013
BlackRock May 2010 - August 2010
New York Yankees June 2009 - September 2009
Baltimore Ravens May 2009 - June 2009
Raymond James Financial, Inc. May 2004 - August 2007
Skills
Derivatives, Financial Modeling, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Equity Research, Research, Management
Education
Duke University 2008 — 2011
Choate Rosemary Hall 2005 — 2007
Papamarkou Wellner Asset Management, Inc. February 2013 - Present
Morgan Stanley March 2011 - February 2013
BlackRock May 2010 - August 2010
New York Yankees June 2009 - September 2009
Baltimore Ravens May 2009 - June 2009
Raymond James Financial, Inc. May 2004 - August 2007
Skills
Derivatives, Financial Modeling, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Equity Research, Research, Management
Education
Duke University 2008 — 2011
Choate Rosemary Hall 2005 — 2007
Alexander Boswell Alexander Boswell's Raymond James Financial Inc. Experience September 1996 - September 1999
Job Senior Wealth Strategy Associate at UBS Financial Services, Inc. Private Wealth Management
Industry Financial Services
Experience
UBS Financial Services, Inc. - Private Wealth Management April 2012 - Present
Merrill Lynch July 2000 - April 2012
Raymond James Financial, Inc. September 1996 - September 1999
American Express Financial Advisors September 1992 - September 1995
Education
College for Financial Planning
Master of Science Finance, Financial Analysis
University of South Florida 1983 — 1988
Bachelor of Science, Marketing
UBS Financial Services, Inc. - Private Wealth Management April 2012 - Present
Merrill Lynch July 2000 - April 2012
Raymond James Financial, Inc. September 1996 - September 1999
American Express Financial Advisors September 1992 - September 1995
Education
College for Financial Planning
Master of Science Finance, Financial Analysis
University of South Florida 1983 — 1988
Bachelor of Science, Marketing
Anthony Germade's Raymond James Financial Inc. Experience October 2013 - December 2013
Job PrincipalSpeaker/Consultant/Executive Producer at Karman Line Group
Industry Professional Training & Coaching
Experience
The Fleet & Family Support Center August 2015 - August 2015
Gulf Intermodal Services July 2015 - July 2015
Advertising/Communications Agency October 2014 - December 2014
Communications Agency April 2014 - June 2014
Louisiana Public Health Institute March 2014 - March 2014
Raymond James Financial, Inc. October 2013 - December 2013
Capital Business Solutions Inc. May 2013 - June 2013
Million Dollar Round Table August 1999 - March 2012
Evidence Management May 1991 - May 1998
LSU-TV January 1987 - May 1989
Skills
Copywriting, Television, Public Speaking, Video Editing, Entertainment, Photography, Corporate Events, Event Management, Nonprofits, Social Media Marketing, Production, Presentation Coaching, Adult Learning Theory, Public Relations, Social Media, Non-profits, Leadership Development, Organizational..., News Writing, Educational Technology, Advertising
Education
Louisiana State University
Communications Studies
Northwestern University 2010 — 2010
Executive Management & Emotional Intelligence Training Program
Columbia College Chicago
Television Writing & Producing
The Fleet & Family Support Center August 2015 - August 2015
Gulf Intermodal Services July 2015 - July 2015
Advertising/Communications Agency October 2014 - December 2014
Communications Agency April 2014 - June 2014
Louisiana Public Health Institute March 2014 - March 2014
Raymond James Financial, Inc. October 2013 - December 2013
Capital Business Solutions Inc. May 2013 - June 2013
Million Dollar Round Table August 1999 - March 2012
Evidence Management May 1991 - May 1998
LSU-TV January 1987 - May 1989
Skills
Copywriting, Television, Public Speaking, Video Editing, Entertainment, Photography, Corporate Events, Event Management, Nonprofits, Social Media Marketing, Production, Presentation Coaching, Adult Learning Theory, Public Relations, Social Media, Non-profits, Leadership Development, Organizational..., News Writing, Educational Technology, Advertising
Education
Louisiana State University
Communications Studies
Northwestern University 2010 — 2010
Executive Management & Emotional Intelligence Training Program
Columbia College Chicago
Television Writing & Producing
William L Waters II, CIMA® William L Waters II, CIMA®'s Raymond James Financial Inc. Experience August 2012 - Present
Job Financial Advisor at Waters Wealth Management of Raymond James
Industry Financial Services
Experience
Waters Wealth Management of Raymond James June 2015 - Present
Raymond James Financial Inc. August 2012 - Present
Raymond James Financial Inc. January 2010 - January 2013
Red Bull April 2006 - September 2007
Tijuana Flats Burrito Co. March 2002 - January 2005
Skills
Investment Management..., Internal Sales, Product Management, Market Research, Product Marketing, Brand Management, Strategic Planning, Marketing Strategy, Management, Mutual Funds, Marketing, Microsoft Office, Social Media Marketing, Sales, Social Media, Customer Service, Event Planning, Social Networking, Event Management, Public Relations, Financial Planning, Advertising, Asset Management, Finance, Research, Budgets, Strategy, Marketing Communications, Team Building, Public Speaking, Financial Analysis, Email Marketing, Investments, Sales Management, Online Marketing, PowerPoint, Microsoft Excel, Leadership, Facebook, Business Development, Online Advertising, Portfolio Management, Retail, Accounting, Business Analysis, Outlook, Consulting, Negotiation, Marketing Research, Forecasting
Education
University of South Florida 2009 — 2010
Masters, Business Marketing
University of South Florida 2005 — 2009
Bachelor's, Finance
Waters Wealth Management of Raymond James June 2015 - Present
Raymond James Financial Inc. August 2012 - Present
Raymond James Financial Inc. January 2010 - January 2013
Red Bull April 2006 - September 2007
Tijuana Flats Burrito Co. March 2002 - January 2005
Skills
Investment Management..., Internal Sales, Product Management, Market Research, Product Marketing, Brand Management, Strategic Planning, Marketing Strategy, Management, Mutual Funds, Marketing, Microsoft Office, Social Media Marketing, Sales, Social Media, Customer Service, Event Planning, Social Networking, Event Management, Public Relations, Financial Planning, Advertising, Asset Management, Finance, Research, Budgets, Strategy, Marketing Communications, Team Building, Public Speaking, Financial Analysis, Email Marketing, Investments, Sales Management, Online Marketing, PowerPoint, Microsoft Excel, Leadership, Facebook, Business Development, Online Advertising, Portfolio Management, Retail, Accounting, Business Analysis, Outlook, Consulting, Negotiation, Marketing Research, Forecasting
Education
University of South Florida 2009 — 2010
Masters, Business Marketing
University of South Florida 2005 — 2009
Bachelor's, Finance
Sho Bahng Sho Bahng's Raymond James Financial Inc. Experience June 2015 - Present
Job Associate Director, Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. July 1994 - May 2015
Skills
Insurance, Financial Services, Mutual Funds, Investments, Fixed Annuities, Life Insurance, Wealth Management, Retirement Planning, Retirement, Financial Planning, Variable Annuities, Process Improvement, Relationship Management
Education
University of South Florida 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. July 1994 - May 2015
Skills
Insurance, Financial Services, Mutual Funds, Investments, Fixed Annuities, Life Insurance, Wealth Management, Retirement Planning, Retirement, Financial Planning, Variable Annuities, Process Improvement, Relationship Management
Education
University of South Florida 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Adam Li Adam Li's Raymond James Financial Inc. Experience July 2015 - Present
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
VRA Partners, LLC September 2014 - December 2014
Goldman Sachs June 2014 - August 2014
Aon Hewitt January 2014 - May 2014
Belltower Books January 2013 - December 2013
Tweedy, Browne Company LLC May 2012 - August 2012
Emory University January 2012 - May 2012
Home Fashions International June 2011 - August 2011
Conquest Advisors June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Mandarin, Financial Modeling, Social Media
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Senior
Beijing Language and Culture University 2013 — 2013
Raymond James Financial, Inc. July 2015 - Present
VRA Partners, LLC September 2014 - December 2014
Goldman Sachs June 2014 - August 2014
Aon Hewitt January 2014 - May 2014
Belltower Books January 2013 - December 2013
Tweedy, Browne Company LLC May 2012 - August 2012
Emory University January 2012 - May 2012
Home Fashions International June 2011 - August 2011
Conquest Advisors June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Mandarin, Financial Modeling, Social Media
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Senior
Beijing Language and Culture University 2013 — 2013
Christopher J. Coates Jr Christopher J. Coates Jr's Raymond James Financial Inc. Experience 2007 - 2007
Job Organizational Development and Fundraising
Industry Nonprofit Organization Management
Experience
Citizens Campaign for the Environment 2012 - 2013
Texas Campaign for the Environment 2010 - 2012
Clean Water Action 2008 - 2010
Raymond James Financial, Inc. 2007 - 2007
International Mortgage 2006 - 2007
Clean Water Action 2004 - 2005
Dream House Mortgage February 2003 - March 2004
Skills
Fundraising Campaign..., Public Relations, Public Speaking, Community Organizing, Fundraising, Employee Training, Management, Training Management
Education
Community College of Rhode Island 2003 — 2005
Business Administration
Citizens Campaign for the Environment 2012 - 2013
Texas Campaign for the Environment 2010 - 2012
Clean Water Action 2008 - 2010
Raymond James Financial, Inc. 2007 - 2007
International Mortgage 2006 - 2007
Clean Water Action 2004 - 2005
Dream House Mortgage February 2003 - March 2004
Skills
Fundraising Campaign..., Public Relations, Public Speaking, Community Organizing, Fundraising, Employee Training, Management, Training Management
Education
Community College of Rhode Island 2003 — 2005
Business Administration
David Federman David Federman's Raymond James Financial Inc. Experience June 2015 - September 2015
Job Investment Analyst Intern at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - September 2015
Starbucks July 2013 - August 2014
Angie Seaman Photography June 2013 - May 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Customer Service, Management, Public Speaking, Research, Project Management, Social Media, Teamwork, Time Management
Education
Northeastern University 2014 — 2019
BSBA, Management and Finance
CEFAM Centre d'Études Franco-Américain de Management 2015 — 2015
Barron Collier High School 2010 — 2014
Raymond James Financial, Inc. June 2015 - September 2015
Starbucks July 2013 - August 2014
Angie Seaman Photography June 2013 - May 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Customer Service, Management, Public Speaking, Research, Project Management, Social Media, Teamwork, Time Management
Education
Northeastern University 2014 — 2019
BSBA, Management and Finance
CEFAM Centre d'Études Franco-Américain de Management 2015 — 2015
Barron Collier High School 2010 — 2014
B. Lorraine Bedford B. Lorraine Bedford's Raymond James Financial Inc. Experience May 2006 - May 2007
Job Field Support Manager at AT&T
Industry Telecommunications
Experience
AT&T June 2013 - Present
SPP Natural Hair Care November 2012 - May 2013
The Weave Shop November 2009 - November 2012
Raymond James Financial, Inc. May 2006 - May 2007
Skills
Customer Experience, Customer Service, Management, Microsoft Office, Sales
Education
Manhattan Hairstyling Academy 2008 — 2009
Associate's Degree, Cosmetology/Cosmetologist, General
Hillsborough Community College 2004 — 2005
AT&T June 2013 - Present
SPP Natural Hair Care November 2012 - May 2013
The Weave Shop November 2009 - November 2012
Raymond James Financial, Inc. May 2006 - May 2007
Skills
Customer Experience, Customer Service, Management, Microsoft Office, Sales
Education
Manhattan Hairstyling Academy 2008 — 2009
Associate's Degree, Cosmetology/Cosmetologist, General
Hillsborough Community College 2004 — 2005
Andrei Girenkov's Raymond James Financial Inc. Experience March 2015 - Present
Job Vice President of Technology at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Direct Edge October 2011 - January 2015
Direct Edge, A BATS Global Markets Company October 2009 - October 2011
Direct Edge July 2007 - October 2009
Siemens Corporate Research August 2004 - October 2006
Novovision LLC May 2003 - July 2004
Skills
Trading Systems, Software Engineering, UML, Trading, C++, C#, Software Development, Python, Java, SQL, SQL Server, Agile, Scrum, XML, Requirements Analysis, Architecture, Windows, Visual Basic, High Performance..., Market Data, Electronic Trading, Analysis, ITIL, Messaging, .NET, ASP.NET, Subversion, Software Project..., SDLC, Agile Project Management, Agile Methodologies, Distributed Systems, Low Latency, Integration
Education
Fordham University School of Law 2010 — 2013
JD, Cum Laude
Carnegie Mellon University 2006 — 2008
MSE, Software Engineering
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
BS, Computer Science, Economics
Raymond James Financial, Inc. March 2015 - Present
Direct Edge October 2011 - January 2015
Direct Edge, A BATS Global Markets Company October 2009 - October 2011
Direct Edge July 2007 - October 2009
Siemens Corporate Research August 2004 - October 2006
Novovision LLC May 2003 - July 2004
Skills
Trading Systems, Software Engineering, UML, Trading, C++, C#, Software Development, Python, Java, SQL, SQL Server, Agile, Scrum, XML, Requirements Analysis, Architecture, Windows, Visual Basic, High Performance..., Market Data, Electronic Trading, Analysis, ITIL, Messaging, .NET, ASP.NET, Subversion, Software Project..., SDLC, Agile Project Management, Agile Methodologies, Distributed Systems, Low Latency, Integration
Education
Fordham University School of Law 2010 — 2013
JD, Cum Laude
Carnegie Mellon University 2006 — 2008
MSE, Software Engineering
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
BS, Computer Science, Economics
Sarah Pierro's Raymond James Financial Inc. Experience January 2008 - May 2013
Job Financial professional
Industry Financial Services
Experience
CraftWorks Restaurants & Breweries, Inc. January 2014 - March 2015
Robert Half Finance & Accounting June 2013 - December 2013
Raymond James Financial Inc. January 2008 - May 2013
Raymond James Financial Inc. August 2006 - January 2008
Raymond James Financial Inc. July 2005 - August 2006
Education
University of South Florida 2001 — 2006
Bachelor's degree, Finance, General
CraftWorks Restaurants & Breweries, Inc. January 2014 - March 2015
Robert Half Finance & Accounting June 2013 - December 2013
Raymond James Financial Inc. January 2008 - May 2013
Raymond James Financial Inc. August 2006 - January 2008
Raymond James Financial Inc. July 2005 - August 2006
Education
University of South Florida 2001 — 2006
Bachelor's degree, Finance, General
Michael Rome Michael Rome's Raymond James Financial Inc. Experience December 2006 - January 2011
Job Community Administrator
Industry Real Estate
Experience
Associa February 2015 - Present
Associa August 2013 - February 2015
Raymond James Financial, Inc. December 2006 - January 2011
Raymond James Financial, Inc. September 2004 - December 2006
Raymond James Financial, Inc. March 2004 - September 2004
Merrill Lynch September 1990 - September 2002
Skills
Financial Services, Process Improvement, Troubleshooting, Asset Management, Finance, Coaching, Microsoft Word, Microsoft Excel, PowerPoint, Visio, Customer Service, Software Testing Life..., Business Requirements, Test Scenarios, Web Testing, Supervisory Skills, Project Coordination, Document Processing, Process Flow Charts, Quality Assurance, Procedure Creation, Staff Development, Time Management, User Requirements, Full project lifecycle..., Business Process..., Microsoft Office
Education
University of Northern Colorado 1985 — 1988
Bachelor of Arts, Journalism
Colorado State University 1984 — 1986
Psychology
Associa February 2015 - Present
Associa August 2013 - February 2015
Raymond James Financial, Inc. December 2006 - January 2011
Raymond James Financial, Inc. September 2004 - December 2006
Raymond James Financial, Inc. March 2004 - September 2004
Merrill Lynch September 1990 - September 2002
Skills
Financial Services, Process Improvement, Troubleshooting, Asset Management, Finance, Coaching, Microsoft Word, Microsoft Excel, PowerPoint, Visio, Customer Service, Software Testing Life..., Business Requirements, Test Scenarios, Web Testing, Supervisory Skills, Project Coordination, Document Processing, Process Flow Charts, Quality Assurance, Procedure Creation, Staff Development, Time Management, User Requirements, Full project lifecycle..., Business Process..., Microsoft Office
Education
University of Northern Colorado 1985 — 1988
Bachelor of Arts, Journalism
Colorado State University 1984 — 1986
Psychology
Jessica Amerson's Raymond James Financial Inc. Experience July 2015 - Present
Job Executive Assistant
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Carnival Music January 2015 - Present
Carnival Music January 2015 - June 2015
Triple 7 Public Relations August 2014 - May 2015
Giovanni Ristorante January 2013 - December 2014
The Avenue Agency January 2014 - April 2014
Belmont University April 2013 - September 2013
Skills
Microsoft Office, Mac, PC, Social Media, Social Networking, Creativity, Organization, Outstanding..., Proactive self-starter, Teamwork, Problem Solving, Facebook, PowerPoint, Blogging, Social Media Marketing, Microsoft Excel, Research, Public Speaking, Recruiting, Entertainment, Entertainment Industry
Education
Belmont University 2011 — 2015
Bachelor of Arts (B.A.), Entertainment Industry Studies
Raymond James Financial, Inc. July 2015 - Present
Carnival Music January 2015 - Present
Carnival Music January 2015 - June 2015
Triple 7 Public Relations August 2014 - May 2015
Giovanni Ristorante January 2013 - December 2014
The Avenue Agency January 2014 - April 2014
Belmont University April 2013 - September 2013
Skills
Microsoft Office, Mac, PC, Social Media, Social Networking, Creativity, Organization, Outstanding..., Proactive self-starter, Teamwork, Problem Solving, Facebook, PowerPoint, Blogging, Social Media Marketing, Microsoft Excel, Research, Public Speaking, Recruiting, Entertainment, Entertainment Industry
Education
Belmont University 2011 — 2015
Bachelor of Arts (B.A.), Entertainment Industry Studies
Ozhan Yuksel Ozhan Yuksel's Raymond James Financial Inc. Experience January 2013 - June 2013
Job Purchasing Manager at Capel Enterprises
Industry Retail
Experience
Capel Enterprises June 2013 - June 2015
Raymond James Financial, Inc. January 2013 - June 2013
Yuksel Furniture and Carpet Inc. June 2005 - November 2011
Skills
Oracle R12 Financials, Venture Capital, Customer Development, Strategic Planning, Financial Analysis, Marketing Strategy, Market Research, Negotiation, Marketing, Data Analysis, Business Strategy, Human Resources, Social Media, Customer Service, Event Management
Education
Southern States University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.65
University of California, Irvine 2012 — 2014
Bachelor's Degree, Bachelor of Arts (B.A.), Economics
Dokuz Eylül Üniversitesi 2006 — 2011
Bachelor's Degree, Economics
Università per Stranieri di Perugia 2009 — 2010
Bachelor's Degree, Bachelor of Arts (B.A.), Economics
Capel Enterprises June 2013 - June 2015
Raymond James Financial, Inc. January 2013 - June 2013
Yuksel Furniture and Carpet Inc. June 2005 - November 2011
Skills
Oracle R12 Financials, Venture Capital, Customer Development, Strategic Planning, Financial Analysis, Marketing Strategy, Market Research, Negotiation, Marketing, Data Analysis, Business Strategy, Human Resources, Social Media, Customer Service, Event Management
Education
Southern States University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.65
University of California, Irvine 2012 — 2014
Bachelor's Degree, Bachelor of Arts (B.A.), Economics
Dokuz Eylül Üniversitesi 2006 — 2011
Bachelor's Degree, Economics
Università per Stranieri di Perugia 2009 — 2010
Bachelor's Degree, Bachelor of Arts (B.A.), Economics
Brittney Thames Brittney Thames's Raymond James Financial Inc. Experience June 2015 - Present
Job Operations Assistant at Raymond James Financial, Inc.
Industry Accounting
Experience
Raymond James Financial, Inc. June 2015 - Present
Accent Windows January 2014 - March 2015
Cardinal Health February 2007 - April 2010
Skills
Accounting, Microsoft Excel, Financial Reporting, Accounts Receivable, Budgets, Access, Finance
Education
Southern New Hampshire University 2015 — 2019
Bachelor's degree, Accounting with concentration on Fraud Examination and Forensic Accouting, Current
Ashford University 2014 — 2015
Bachelor's degree, Accounting and Finance, Current
Raymond James Financial, Inc. June 2015 - Present
Accent Windows January 2014 - March 2015
Cardinal Health February 2007 - April 2010
Skills
Accounting, Microsoft Excel, Financial Reporting, Accounts Receivable, Budgets, Access, Finance
Education
Southern New Hampshire University 2015 — 2019
Bachelor's degree, Accounting with concentration on Fraud Examination and Forensic Accouting, Current
Ashford University 2014 — 2015
Bachelor's degree, Accounting and Finance, Current
Paul Fern's Raymond James Financial Inc. Experience May 2015 - July 2015
Job Student at Arizona State University
Industry Financial Services
Experience
HopDoddy Burger Bar January 2014 - Present
Raymond James Financial, Inc. May 2015 - July 2015
Amazon August 2014 - August 2014
Arizona State University August 2013 - December 2013
Chompies Delicatessen and Restaurant August 2010 - August 2013
Skills
Public Speaking, Customer Service, Teamwork, Leadership, Social Media, PowerPoint, Microsoft Word, Time Management, Marketing, Sales, Public Relations, Event Planning, Team Leadership
Education
Arizona State University 2012 — 2016
Business Sports and Media, Junior, 3rd Year
Arizona State University 2012 — 2016
HopDoddy Burger Bar January 2014 - Present
Raymond James Financial, Inc. May 2015 - July 2015
Amazon August 2014 - August 2014
Arizona State University August 2013 - December 2013
Chompies Delicatessen and Restaurant August 2010 - August 2013
Skills
Public Speaking, Customer Service, Teamwork, Leadership, Social Media, PowerPoint, Microsoft Word, Time Management, Marketing, Sales, Public Relations, Event Planning, Team Leadership
Education
Arizona State University 2012 — 2016
Business Sports and Media, Junior, 3rd Year
Arizona State University 2012 — 2016
Sherry Beamer, CRPC®'s Raymond James Financial Inc. Experience June 2015 - Present
Job Wealth Advisor at Raymond James Financial, Inc.
Industry Investment Management
Experience
Raymond James Financial, Inc. June 2015 - Present
Skills
Relationship Management, Financial Planning, Fixed Annuities, Variable Annuities, Indexed Annuities, Retirement Savings, Investments, Retirement Planning, Retirement, Mutual Funds, Wealth Management, 401k, Financial Services
Education
College of Charleston 1995 — 1998
Bachelor's Degree, Biology, General
North Carolina Agricultural and Technical State University 1993 — 1994
Pre-Medicine/Pre-Medical Studies
Raymond James Financial, Inc. June 2015 - Present
Skills
Relationship Management, Financial Planning, Fixed Annuities, Variable Annuities, Indexed Annuities, Retirement Savings, Investments, Retirement Planning, Retirement, Mutual Funds, Wealth Management, 401k, Financial Services
Education
College of Charleston 1995 — 1998
Bachelor's Degree, Biology, General
North Carolina Agricultural and Technical State University 1993 — 1994
Pre-Medicine/Pre-Medical Studies
Jon Kirchner's Raymond James Financial Inc. Experience June 1987 - May 1988
Job Senior Vice President, Corporate Strategy & Product Management at Globecomm Systems Inc.
Industry Defense & Space
Experience
Globecomm Systems Inc. April 2015 - Present
GeoOptics Inc. October 2012 - March 2015
Arqiva July 2009 - June 2012
Loral Skynet January 2002 - December 2007
Loral Europe*Star January 1999 - December 2001
Loral Skynet January 1998 - December 1998
Handley Group October 1991 - December 1997
Wells Fargo June 1988 - September 1991
Raymond James Financial, Inc. June 1987 - May 1988
Skills
Business Development, Start-ups, Strategy, Leadership, Go-to-market Strategy, Engineering, Mobile Devices, Product Development, International Sales, RF, Business Strategy, Product Management, Satellite Communications, Management, Business Intelligence, Energy, Marketing, Enterprise Software, Telecommunications, Satellite, Recruiting, Wireless, Program Management, Broadcast, Strategic Partnerships, Team Building, Corporate Development, P&L Management, Government, Marketing Management, Broadband, Business Alliances, IP, Strategic Planning
Education
Ashridge Management College 1996 — 1997
MBA
Westminster College (MO) 1983 — 1987
BA
Globecomm Systems Inc. April 2015 - Present
GeoOptics Inc. October 2012 - March 2015
Arqiva July 2009 - June 2012
Loral Skynet January 2002 - December 2007
Loral Europe*Star January 1999 - December 2001
Loral Skynet January 1998 - December 1998
Handley Group October 1991 - December 1997
Wells Fargo June 1988 - September 1991
Raymond James Financial, Inc. June 1987 - May 1988
Skills
Business Development, Start-ups, Strategy, Leadership, Go-to-market Strategy, Engineering, Mobile Devices, Product Development, International Sales, RF, Business Strategy, Product Management, Satellite Communications, Management, Business Intelligence, Energy, Marketing, Enterprise Software, Telecommunications, Satellite, Recruiting, Wireless, Program Management, Broadcast, Strategic Partnerships, Team Building, Corporate Development, P&L Management, Government, Marketing Management, Broadband, Business Alliances, IP, Strategic Planning
Education
Ashridge Management College 1996 — 1997
MBA
Westminster College (MO) 1983 — 1987
BA
Matt Brewer's Raymond James Financial Inc. Experience June 2006 - December 2006
Job CoFounder Back Home Hospitality
Industry Restaurants
Experience
Hogsalt Hospitality August 2011 - August 2014
Hogsalt Hospitality June 2010 - August 2011
Hogsalt Hospitality February 2010 - June 2010
L20 July 2008 - January 2010
Raymond James Financial, Inc. June 2006 - December 2006
Skills
Hospitality Management, Project Management, Wine Knowledge, New Restaurant Openings, Restaurant Management, Operations Management, Cooking, Food & Beverage, Menu Development, General Contracting, General Construction, Hospitality Consulting, Building Permits, Restaurants, Food Service, Wine, Catering, Management
Education
Professional Culinary Institute 2007 — 2008
Associate's degree, Culinary Arts/Chef Training
Professional Culinary Institute School of Wine 2007 — 2008
Wine Steward/Sommelier
Colby College 2001 — 2005
BS, Political Science and Government
The Thacher School 1997 — 2001
Hogsalt Hospitality August 2011 - August 2014
Hogsalt Hospitality June 2010 - August 2011
Hogsalt Hospitality February 2010 - June 2010
L20 July 2008 - January 2010
Raymond James Financial, Inc. June 2006 - December 2006
Skills
Hospitality Management, Project Management, Wine Knowledge, New Restaurant Openings, Restaurant Management, Operations Management, Cooking, Food & Beverage, Menu Development, General Contracting, General Construction, Hospitality Consulting, Building Permits, Restaurants, Food Service, Wine, Catering, Management
Education
Professional Culinary Institute 2007 — 2008
Associate's degree, Culinary Arts/Chef Training
Professional Culinary Institute School of Wine 2007 — 2008
Wine Steward/Sommelier
Colby College 2001 — 2005
BS, Political Science and Government
The Thacher School 1997 — 2001
Justin Cole Justin Cole's Raymond James Financial Inc. Experience September 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2013 - Present
UBS Wealth Management May 2011 - August 2013
NYSE Euronext January 2013 - January 2013
AEGEAN MARINE PETROLEUM S.A. June 2012 - August 2012
Skills
Microsoft Excel, Bloomberg, Equities, Bloomberg Terminal, Valuation, PowerPoint, Economics, Microsoft Office, Data Analysis
Education
Arizona State University 2011 — 2014
Bachelor of Science (B.S.), Finance, General
Arizona State University, W. P. Carey School of Business 2011 — 2014
Bachelor of Science (BS), Finance, General
Raymond James Financial, Inc. September 2013 - Present
UBS Wealth Management May 2011 - August 2013
NYSE Euronext January 2013 - January 2013
AEGEAN MARINE PETROLEUM S.A. June 2012 - August 2012
Skills
Microsoft Excel, Bloomberg, Equities, Bloomberg Terminal, Valuation, PowerPoint, Economics, Microsoft Office, Data Analysis
Education
Arizona State University 2011 — 2014
Bachelor of Science (B.S.), Finance, General
Arizona State University, W. P. Carey School of Business 2011 — 2014
Bachelor of Science (BS), Finance, General
Ellen Soto's Raymond James Financial Inc. Experience October 2011 - December 2013
Job Administrative Assistant at The Lubitz Financial Group
Industry Financial Services
Experience
The Lubitz Financial Group January 2014 - Present
Raymond James Financial, Inc. October 2011 - December 2013
Greenacres Media March 2009 - June 2012
Hippocrates Health Institute April 2009 - August 2009
WPBT2 South Florida Public Media April 2004 - January 2008
WPBT2 South Florida Public Media January 2000 - May 2004
Slater Hanft Martin 1987 - 1991
Skills
Social Media Marketing, Digital Media, Social Media, Public Relations, Media Relations, Broadcast, Editing, Advertising, Brand Development, Leadership, Television, Marketing Communications, Publicity, Film, Marketing, Social Networking, Management, Blogging, New Media, Online Marketing, Copywriting, Press Releases, Event Management, Email Marketing, Video Production, Event Planning, Online Advertising, Newsletters, Journalism, Strategic Communications
Education
American University 1976 — 1980
B.A., Communications
Universita de Stranieri 1991 — 1991
Level I, Basic Italian
The Lubitz Financial Group January 2014 - Present
Raymond James Financial, Inc. October 2011 - December 2013
Greenacres Media March 2009 - June 2012
Hippocrates Health Institute April 2009 - August 2009
WPBT2 South Florida Public Media April 2004 - January 2008
WPBT2 South Florida Public Media January 2000 - May 2004
Slater Hanft Martin 1987 - 1991
Skills
Social Media Marketing, Digital Media, Social Media, Public Relations, Media Relations, Broadcast, Editing, Advertising, Brand Development, Leadership, Television, Marketing Communications, Publicity, Film, Marketing, Social Networking, Management, Blogging, New Media, Online Marketing, Copywriting, Press Releases, Event Management, Email Marketing, Video Production, Event Planning, Online Advertising, Newsletters, Journalism, Strategic Communications
Education
American University 1976 — 1980
B.A., Communications
Universita de Stranieri 1991 — 1991
Level I, Basic Italian
Andy McEnroe's Raymond James Financial Inc. Experience June 2015 - Present
Job Vice President at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
First Team Broadcasting September 2008 - August 2015
BB&T Capital Markets July 2008 - June 2015
91.5 FM WLUR September 2005 - June 2008
JPMorgan June 2007 - September 2007
Office of Congressman Michael N. Castle May 2006 - September 2006
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Analysis, Corporate Finance, Investment Banking, Broadcast Journalism, Radio Broadcasting, M&A experience, Microsoft Excel, Business Strategy, Investments, Series 7, Capital Markets, Mergers, Equities, Equity Valuation, Divestitures, Acquisitions, Financial Analysis, Private Equity, Finance, Portfolio Management, Venture Capital, Management, DCF, Banking, Entrepreneurship, IPO, Equity Research, Economics, Asset Management, Business Valuation, Excel, Web Broadcasting, Live Broadcast, Corporate Development, LBO, Bloomberg, Capital Raising
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Washington and Lee University 2004 — 2008
BA, Economics & Politics
Wilmington Friends School 1990 — 2004
High School Diploma
Raymond James Financial, Inc. June 2015 - Present
First Team Broadcasting September 2008 - August 2015
BB&T Capital Markets July 2008 - June 2015
91.5 FM WLUR September 2005 - June 2008
JPMorgan June 2007 - September 2007
Office of Congressman Michael N. Castle May 2006 - September 2006
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Analysis, Corporate Finance, Investment Banking, Broadcast Journalism, Radio Broadcasting, M&A experience, Microsoft Excel, Business Strategy, Investments, Series 7, Capital Markets, Mergers, Equities, Equity Valuation, Divestitures, Acquisitions, Financial Analysis, Private Equity, Finance, Portfolio Management, Venture Capital, Management, DCF, Banking, Entrepreneurship, IPO, Equity Research, Economics, Asset Management, Business Valuation, Excel, Web Broadcasting, Live Broadcast, Corporate Development, LBO, Bloomberg, Capital Raising
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Washington and Lee University 2004 — 2008
BA, Economics & Politics
Wilmington Friends School 1990 — 2004
High School Diploma
Hannah Dickey's Raymond James Financial Inc. Experience May 2015 - Present
Job Investment Banking Summer Analyst at Raymond James
Industry Accounting
Experience
Raymond James Financial, Inc. May 2015 - Present
Baylor Angel Network May 2015 - Present
Baylor University December 2014 - Present
Baylor Angel Network October 2014 - May 2015
Campus Bike May 2014 - January 2015
Brothers Management November 2013 - April 2014
Aspen Heights August 2013 - November 2013
Nike November 2009 - May 2013
Skills
Finance, Entrepreneurship, Sales, Customer Service, Microsoft Excel, Time Management, Merchandising, Leadership, Access, Accounting, Financial Analysis, Start-up Consulting
Education
Baylor University 2013 — 2016
Bachelor of Business Administration (BBA), Accounting, Finance, Corporate Communications, 3.91 GPA
Raymond James Financial, Inc. May 2015 - Present
Baylor Angel Network May 2015 - Present
Baylor University December 2014 - Present
Baylor Angel Network October 2014 - May 2015
Campus Bike May 2014 - January 2015
Brothers Management November 2013 - April 2014
Aspen Heights August 2013 - November 2013
Nike November 2009 - May 2013
Skills
Finance, Entrepreneurship, Sales, Customer Service, Microsoft Excel, Time Management, Merchandising, Leadership, Access, Accounting, Financial Analysis, Start-up Consulting
Education
Baylor University 2013 — 2016
Bachelor of Business Administration (BBA), Accounting, Finance, Corporate Communications, 3.91 GPA
Wilton Briscoe Wilton Briscoe's Raymond James Financial Inc. Experience December 2002 - July 2004
Job Private Wealth Management LLC
Industry Investment Management
Experience
Private Wealth Management LLC December 2002 - Present
Blue Laguna Restaurant & Lounge April 2008 - April 2012
Raymond James Financial Inc. December 2002 - July 2004
Morgan Stanley November 1997 - November 2002
Prudential Securities October 1994 - November 1997
Smith Barney May 1993 - August 1994
Skills
Investments, Asset Management, Investment Management, Start-ups, Lease Negotiations, Strategic Planning, Account Management, Sales Management, Private Equity, Financial Services, Servies 65, Customer Relations, Series 7, Social Networking, Social Media Marketing, Sales, Investment Properties
Education
University of Southern California 1990 — 2006
Bachelor's Degree, Social Sciences and Communication (Social Science Economics)
La Canada High School 1983 — 1987
Diploma
Private Wealth Management LLC December 2002 - Present
Blue Laguna Restaurant & Lounge April 2008 - April 2012
Raymond James Financial Inc. December 2002 - July 2004
Morgan Stanley November 1997 - November 2002
Prudential Securities October 1994 - November 1997
Smith Barney May 1993 - August 1994
Skills
Investments, Asset Management, Investment Management, Start-ups, Lease Negotiations, Strategic Planning, Account Management, Sales Management, Private Equity, Financial Services, Servies 65, Customer Relations, Series 7, Social Networking, Social Media Marketing, Sales, Investment Properties
Education
University of Southern California 1990 — 2006
Bachelor's Degree, Social Sciences and Communication (Social Science Economics)
La Canada High School 1983 — 1987
Diploma
Kathryn Wyant's Raymond James Financial Inc. Experience June 2015 - Present
Job Alternative Investments Group Product Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2014 - Present
ConAgra Foods May 2013 - August 2013
AT&T Cotton Bowl December 2012 - January 2013
PAM Transport July 2012 - December 2012
Camp Longhorn June 2012 - July 2012
Beal Bank May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Access, Teamwork, Data Analysis, Customer Service, Leadership, Analysis, Financial Modeling, Time Management, Financial Reporting, Research, Team Leadership, Finance, Public Speaking, Inventory Management, Sales, Marketing, Forecasting, Retail, Accounting, Hostage Negotiation
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.6
Collin County Community College 2009 — 2010
General Education classes, General Studies, 3.9
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2014 - Present
ConAgra Foods May 2013 - August 2013
AT&T Cotton Bowl December 2012 - January 2013
PAM Transport July 2012 - December 2012
Camp Longhorn June 2012 - July 2012
Beal Bank May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Access, Teamwork, Data Analysis, Customer Service, Leadership, Analysis, Financial Modeling, Time Management, Financial Reporting, Research, Team Leadership, Finance, Public Speaking, Inventory Management, Sales, Marketing, Forecasting, Retail, Accounting, Hostage Negotiation
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.6
Collin County Community College 2009 — 2010
General Education classes, General Studies, 3.9
Sabith Maliackal Sabith Maliackal's Raymond James Financial Inc. Experience June 2011 - June 2012
Job Associate Financial Analyst Global Investments at MetLife
Industry Financial Services
Experience
MetLife July 2014 - Present
Krossover Intelligence September 2013 - September 2014
MetLife - Investments: Trade Settlements April 2013 - June 2014
Scouting Academy 2014 - 2014
Catalyst Growth Holdings, LLC October 2012 - December 2012
Raymond James Financial Inc. June 2011 - June 2012
Skills
Bloomberg, Financial Modeling, Financial Statement..., Accounting, Frontier, Microsoft Office, Investments, Portfolio Management, Analysis
Education
The Scouting Academy 2014 — 2014
NFL Scouting
University of South Florida 2008 — 2012
Bachelor's of Science, Finance
Northside Christian School 2004 — 2008
MetLife July 2014 - Present
Krossover Intelligence September 2013 - September 2014
MetLife - Investments: Trade Settlements April 2013 - June 2014
Scouting Academy 2014 - 2014
Catalyst Growth Holdings, LLC October 2012 - December 2012
Raymond James Financial Inc. June 2011 - June 2012
Skills
Bloomberg, Financial Modeling, Financial Statement..., Accounting, Frontier, Microsoft Office, Investments, Portfolio Management, Analysis
Education
The Scouting Academy 2014 — 2014
NFL Scouting
University of South Florida 2008 — 2012
Bachelor's of Science, Finance
Northside Christian School 2004 — 2008
Lindsay Silverman, PHR Lindsay Silverman, PHR's Raymond James Financial Inc. Experience August 2015 - Present
Job Senior Advisor Corporate Recruiting at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Skills
Employee Relations, Leadership Development, Human Resources, Organizational..., Recruiting, Coaching, Talent Management, Performance Management, Talent Acquisition, Change Management, Team Building, Strategic Planning, Employee Benefits, HRIS, Employee Engagement, Succession Planning, Personnel Management, Policy, Onboarding, Technical Recruiting, Sourcing, Executive Coaching, Applicant Tracking..., Executive Search, Benefits Administration, Workforce Planning, Payroll, HR Consulting, Employee Training, Training, Deferred Compensation, Employment Law, Resume Writing, PeopleSoft, Career Counseling, Performance Appraisal, College Recruiting, Process Improvement, Organizational..., Leadership, Organizational Design, HR Policies, Temporary Placement, New Hire Orientations, Benefits Negotiation, Career Development, Conflict Resolution, Internet Recruiting, Labor Relations, Screening
Education
University of Maryland University College 2007 — 2008
Degree Certificate of Human Resource Management, Human Resources
Arizona State University 1996 — 1999
Bachelors of Fine Art, Sculpture
Raymond James Financial, Inc. August 2015 - Present
Skills
Employee Relations, Leadership Development, Human Resources, Organizational..., Recruiting, Coaching, Talent Management, Performance Management, Talent Acquisition, Change Management, Team Building, Strategic Planning, Employee Benefits, HRIS, Employee Engagement, Succession Planning, Personnel Management, Policy, Onboarding, Technical Recruiting, Sourcing, Executive Coaching, Applicant Tracking..., Executive Search, Benefits Administration, Workforce Planning, Payroll, HR Consulting, Employee Training, Training, Deferred Compensation, Employment Law, Resume Writing, PeopleSoft, Career Counseling, Performance Appraisal, College Recruiting, Process Improvement, Organizational..., Leadership, Organizational Design, HR Policies, Temporary Placement, New Hire Orientations, Benefits Negotiation, Career Development, Conflict Resolution, Internet Recruiting, Labor Relations, Screening
Education
University of Maryland University College 2007 — 2008
Degree Certificate of Human Resource Management, Human Resources
Arizona State University 1996 — 1999
Bachelors of Fine Art, Sculpture
Caroline Lawrence Caroline Lawrence's Raymond James Financial Inc. Experience May 2015 - Present
Job at
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Education
Christian Brothers University 2010 — 2014
Bachelor of Science (BS)
Raymond James Financial, Inc. May 2015 - Present
Education
Christian Brothers University 2010 — 2014
Bachelor of Science (BS)
Amy Teso Amy Teso's Raymond James Financial Inc. Experience 2004 - 2010
Job at
Industry Information Technology and Services
Experience
Granite Services 2015 - Present
Actively Looking for a New Exciting Opportunity January 2015 - March 2015
Chenoa Information Services April 2014 - December 2014
Harris Corporation October 2011 - April 2014
Kforce Inc December 2010 - September 2011
Raymond James Financial, Inc. 2004 - 2010
Burntsand January 2000 - December 2003
Benchmarking Partners January 1997 - January 1999
Skills
ITIL certification, Process Improvement, SDLC, PMP, Project Planning, Requirements Analysis, Business Analysis, Visio, Strategic Planning, SharePoint, Government, Networking, Vendor Management, Software Development, Software Project..., Leadership, CRM, Software Documentation, Agile Methodologies
Education
University of Connecticut 1992 — 1994
MA/MPA, graduated with distinction, Public Policy and Statistics
American University 1985 — 1989
BA, Political Science; Statistics
Granite Services 2015 - Present
Actively Looking for a New Exciting Opportunity January 2015 - March 2015
Chenoa Information Services April 2014 - December 2014
Harris Corporation October 2011 - April 2014
Kforce Inc December 2010 - September 2011
Raymond James Financial, Inc. 2004 - 2010
Burntsand January 2000 - December 2003
Benchmarking Partners January 1997 - January 1999
Skills
ITIL certification, Process Improvement, SDLC, PMP, Project Planning, Requirements Analysis, Business Analysis, Visio, Strategic Planning, SharePoint, Government, Networking, Vendor Management, Software Development, Software Project..., Leadership, CRM, Software Documentation, Agile Methodologies
Education
University of Connecticut 1992 — 1994
MA/MPA, graduated with distinction, Public Policy and Statistics
American University 1985 — 1989
BA, Political Science; Statistics
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
Jack Kelly's Raymond James Financial Inc. Experience December 2013 - August 2015
Job Analyst at Stockbridge Capital Group
Industry Commercial Real Estate
Experience
Stockbridge Capital Group August 2015 - Present
Raymond James Financial Inc. December 2013 - August 2015
Education
University of Southern California
Stockbridge Capital Group August 2015 - Present
Raymond James Financial Inc. December 2013 - August 2015
Education
University of Southern California
JD Stambaugh JD Stambaugh's Raymond James Financial Inc. Experience April 2015 - Present
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2015 - Present
JD Stambaugh September 2008 - Present
Duncan-Williams, Inc. August 2010 - April 2015
Collierville High School August 2009 - August 2011
St. Louis Cardinals June 2007 - May 2009
Bonanza Motors September 2007 - February 2008
Skills
Series 7, Series 63, Baseball, Retirement Planning, Wealth Management..., Series 66, Private Wealth..., Holistic Financial..., Retirement Solutions, 401 K Rollovers, Pitching, Coaching Baseball, Drummer, IRAs, Press Releases, Retirement, Fixed Income, 401k, Finance, Uniform Combined State..., Asset Allocation, Insurance, Drums, Investments, Sales, Bonds, Financial Modeling, Strategic Financial..., Securities, Financial Analysis, Mutual Funds, Wealth Management, Financial Advisory, Portfolio Management, Investment Strategies, Alternative Investments, Asset Management, Equities, FINRA, Estate Planning, Fixed Annuities, Life Insurance
Education
The University of Memphis 2009 — 2011
BBA of Finance, Finance and Financial Management Services
Brigham Young University 2003 — 2007
Collierville High School
Raymond James Financial, Inc. April 2015 - Present
JD Stambaugh September 2008 - Present
Duncan-Williams, Inc. August 2010 - April 2015
Collierville High School August 2009 - August 2011
St. Louis Cardinals June 2007 - May 2009
Bonanza Motors September 2007 - February 2008
Skills
Series 7, Series 63, Baseball, Retirement Planning, Wealth Management..., Series 66, Private Wealth..., Holistic Financial..., Retirement Solutions, 401 K Rollovers, Pitching, Coaching Baseball, Drummer, IRAs, Press Releases, Retirement, Fixed Income, 401k, Finance, Uniform Combined State..., Asset Allocation, Insurance, Drums, Investments, Sales, Bonds, Financial Modeling, Strategic Financial..., Securities, Financial Analysis, Mutual Funds, Wealth Management, Financial Advisory, Portfolio Management, Investment Strategies, Alternative Investments, Asset Management, Equities, FINRA, Estate Planning, Fixed Annuities, Life Insurance
Education
The University of Memphis 2009 — 2011
BBA of Finance, Finance and Financial Management Services
Brigham Young University 2003 — 2007
Collierville High School
Sean-Akeem Brooks Sean-Akeem Brooks's Raymond James Financial Inc. Experience October 2011 - Present
Job Operational Risk Management Intern at Raymond James Financial, Inc
Industry Financial Services
Experience
Raymond James Financial Inc. October 2011 - Present
One Touch Direct July 2011 - November 2011
Walmart February 2008 - October 2008
Skills
Microsoft Office, Budgeting, Data Analysis, Creative Writing, Decision Making, Delegation, Problem Solving
Education
University of South Florida 2008 — 2012
Accounting, Business
Raymond James Financial Inc. October 2011 - Present
One Touch Direct July 2011 - November 2011
Walmart February 2008 - October 2008
Skills
Microsoft Office, Budgeting, Data Analysis, Creative Writing, Decision Making, Delegation, Problem Solving
Education
University of South Florida 2008 — 2012
Accounting, Business
Ryan Bruce Ryan Bruce's Raymond James Financial Inc. Experience September 2014 - Present
Job Risk Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. December 2012 - September 2014
Morgan Stanley Smith Barney May 2011 - June 2012
Student Managed Investment Fund August 2010 - May 2011
ICAP January 2009 - October 2009
T-Cellular, Inc. June 2007 - September 2009
The Mobile Solution June 2006 - February 2007
Skills
Investments, Sales, Asset Allocation, Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Wealth Management, Microsoft Word, Finance, Financial Modeling, Access, Time Management, Fixed Income
Education
University of South Florida 2008 — 2011
Bachelors of Science, Finance
University of South Florida 2008 — 2011
Bachelors of Arts, Economics
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. December 2012 - September 2014
Morgan Stanley Smith Barney May 2011 - June 2012
Student Managed Investment Fund August 2010 - May 2011
ICAP January 2009 - October 2009
T-Cellular, Inc. June 2007 - September 2009
The Mobile Solution June 2006 - February 2007
Skills
Investments, Sales, Asset Allocation, Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Wealth Management, Microsoft Word, Finance, Financial Modeling, Access, Time Management, Fixed Income
Education
University of South Florida 2008 — 2011
Bachelors of Science, Finance
University of South Florida 2008 — 2011
Bachelors of Arts, Economics
Damon Oedy's Raymond James Financial Inc. Experience 2003 - 2005
Job
Industry Financial Services
Experience
Raymond James Financial, Inc. 2003 - 2005
Edward Jones 2000 - 2003
Education
Ball State University
Bachelor of Science (BS)
Raymond James Financial, Inc. 2003 - 2005
Edward Jones 2000 - 2003
Education
Ball State University
Bachelor of Science (BS)
Chih-Pin Lu Chih-Pin Lu's Raymond James Financial Inc. Experience November 2008 - Present
Job Chief Counsel, Asset Management Group at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2008 - Present
Raymond James Financial November 2007 - Present
ACC 2008 - 2014
Johnson, Pope, Bokor, Ruppel & Burns, LLP 2005 - 2007
US Securities and Exchange Commission 1997 - 2005
Securities and Exchange Commission 1997 - 2005
Federal Public Defender 1992 - 1997
Skills
Asset Managment, Securities Regulation, Securities, Compliance, SEC, Corporate Law, Management, Enforcement, Fraud, Litigation, FINRA, Asset Management, Due Diligence, Securities Litigation, AML, Arbitration, Corporate Governance, Hedge Funds, Private Equity, Capital Markets, Financial Services, Investment Advisory, Private Placements, Mutual Funds, Investments, Mergers & Acquisitions, Finance, Legal Research, Legal Writing, Commercial Litigation, Alternative Investments, Civil Litigation
Education
Boston College Law School 1987 — 1990
JD
Columbia University - School of International and Public Affairs 1986 — 1987
Tufts University 1982 — 1986
BA, International Relations/German language
East China Normal University 1982 — 1982
Chinese Language
Raymond James Financial, Inc. November 2008 - Present
Raymond James Financial November 2007 - Present
ACC 2008 - 2014
Johnson, Pope, Bokor, Ruppel & Burns, LLP 2005 - 2007
US Securities and Exchange Commission 1997 - 2005
Securities and Exchange Commission 1997 - 2005
Federal Public Defender 1992 - 1997
Skills
Asset Managment, Securities Regulation, Securities, Compliance, SEC, Corporate Law, Management, Enforcement, Fraud, Litigation, FINRA, Asset Management, Due Diligence, Securities Litigation, AML, Arbitration, Corporate Governance, Hedge Funds, Private Equity, Capital Markets, Financial Services, Investment Advisory, Private Placements, Mutual Funds, Investments, Mergers & Acquisitions, Finance, Legal Research, Legal Writing, Commercial Litigation, Alternative Investments, Civil Litigation
Education
Boston College Law School 1987 — 1990
JD
Columbia University - School of International and Public Affairs 1986 — 1987
Tufts University 1982 — 1986
BA, International Relations/German language
East China Normal University 1982 — 1982
Chinese Language
Akhmad Amirov's Raymond James Financial Inc. Experience May 2015 - Present
Job Systems Engineer/Middleware Administrator at Raymond James Financial, Inc.
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. May 2015 - Present
South Service Group, Inc June 2004 - Present
Nielsen January 2009 - May 2015
Syniverse Technologies, Inc August 2005 - December 2008
G&T Conveyor May 2005 - August 2005
Marliness Inc August 2004 - May 2005
ERT July 2001 - May 2003
U&X Group, Inc. July 2001 - April 2003
Russia Treasury, Dagestan branch August 1999 - June 2001
Air Company agency/MHL code September 1996 - May 1999
Skills
Java Enterprise Edition, Software Development, Java, SDLC, JBoss Application Server, Web Services, JMS, JSP, SQL, SOA, Testing, SOAP, Requirements Analysis, Weblogic, Unix, Microsoft SQL Server, Agile Methodologies, Web Applications, Ant, Data Warehousing, Shell Scripting, Oracle, PL/SQL, Databases, Software Design, EJB, JRun, Architecture, J2EE, J2SE, TIBCO AMX BW, TIBCO EMS, XML/XSL/XSLT, Distribution Network..., JBoss EAP 6.x, HornetQ, ActiveMQ, JBoss ON, Jenkins/Maven, XML/XSLT/xPath
Education
Bauman Moscow State Technical University 1995 — 1996
Applied Math and Computer Science
Dagestan State University, Russia 1990 — 1995
MS, Applied Math and Computer Science
Raymond James Financial, Inc. May 2015 - Present
South Service Group, Inc June 2004 - Present
Nielsen January 2009 - May 2015
Syniverse Technologies, Inc August 2005 - December 2008
G&T Conveyor May 2005 - August 2005
Marliness Inc August 2004 - May 2005
ERT July 2001 - May 2003
U&X Group, Inc. July 2001 - April 2003
Russia Treasury, Dagestan branch August 1999 - June 2001
Air Company agency/MHL code September 1996 - May 1999
Skills
Java Enterprise Edition, Software Development, Java, SDLC, JBoss Application Server, Web Services, JMS, JSP, SQL, SOA, Testing, SOAP, Requirements Analysis, Weblogic, Unix, Microsoft SQL Server, Agile Methodologies, Web Applications, Ant, Data Warehousing, Shell Scripting, Oracle, PL/SQL, Databases, Software Design, EJB, JRun, Architecture, J2EE, J2SE, TIBCO AMX BW, TIBCO EMS, XML/XSL/XSLT, Distribution Network..., JBoss EAP 6.x, HornetQ, ActiveMQ, JBoss ON, Jenkins/Maven, XML/XSLT/xPath
Education
Bauman Moscow State Technical University 1995 — 1996
Applied Math and Computer Science
Dagestan State University, Russia 1990 — 1995
MS, Applied Math and Computer Science
Craig Demoss's Raymond James Financial Inc. Experience April 2012 - Present
Job Fixed Income Trader at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2012 - Present
Morgan Keegan & Co Inc April 2008 - April 2012
Morgan Keegan & Co. August 2002 - December 2008
Schering-Plough June 2001 - October 2001
Schering-Plough 2001 - 2001
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investments, Banking, Credit, Investment Banking, Risk Management, Capital Markets, Strategic Financial..., Financial Services, Mergers
Education
Christian Brothers University 1999 — 2001
Finance - Management Information Systems, Finance
Indian School Muscat 1988 — 1999
High School, Commerce
Raymond James Financial, Inc. April 2012 - Present
Morgan Keegan & Co Inc April 2008 - April 2012
Morgan Keegan & Co. August 2002 - December 2008
Schering-Plough June 2001 - October 2001
Schering-Plough 2001 - 2001
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investments, Banking, Credit, Investment Banking, Risk Management, Capital Markets, Strategic Financial..., Financial Services, Mergers
Education
Christian Brothers University 1999 — 2001
Finance - Management Information Systems, Finance
Indian School Muscat 1988 — 1999
High School, Commerce
Terry Finestein's Raymond James Financial Inc. Experience 1996 - 1999
Job Scrum Master at Thomson Reuters
Industry Computer Software
Experience
Thomson Reuters March 2013 - Present
Thomson Reuters 2003 - 2009
The Salvation Army 1999 - 2002
Raymond James Financial Inc. 1996 - 1999
Barnett Bank 1991 - 1995
Skills
Consulting, Software Documentation, Software Project..., Leadership, Process Improvement, SDLC, Microsoft SQL Server, Software Implementation, Business Analysis, Training, Integration, Business Process, Visio, Business Intelligence
Education
University of South Florida - College of Business Administration 1994 — 1998
Bachelor of Science (B.S.), Accounting
north plainfield high school 1981 — 1984
Thomson Reuters March 2013 - Present
Thomson Reuters 2003 - 2009
The Salvation Army 1999 - 2002
Raymond James Financial Inc. 1996 - 1999
Barnett Bank 1991 - 1995
Skills
Consulting, Software Documentation, Software Project..., Leadership, Process Improvement, SDLC, Microsoft SQL Server, Software Implementation, Business Analysis, Training, Integration, Business Process, Visio, Business Intelligence
Education
University of South Florida - College of Business Administration 1994 — 1998
Bachelor of Science (B.S.), Accounting
north plainfield high school 1981 — 1984
Phanindra Ambatipudi's Raymond James Financial Inc. Experience August 2012 - April 2013
Job Quality Assurance Lead
Industry Computer Software
Experience
True Value Solutions December 2014 - June 2015
Maritz Motivation Solutions November 2013 - February 2014
Raymond James Financial, Inc. August 2012 - April 2013
Express Scripts September 2010 - May 2012
WilmerHale February 2010 - August 2010
Express Scripts July 2007 - December 2009
SunGard June 2005 - May 2007
Skills
Requirements Analysis, SDLC, Agile Methodologies, Software Quality..., User Acceptance Testing, Software Project..., Quality Assurance, SharePoint, Scrum, Quality Center, Requirements Gathering, Program Management, Agile & Waterfall..., Cross-functional Team..., Team Leadership, Business Analysis
Education
Bharathiar University 1995 — 1999
Bachelor's degree, Electrical, Electronics and Communications Engineering, A
True Value Solutions December 2014 - June 2015
Maritz Motivation Solutions November 2013 - February 2014
Raymond James Financial, Inc. August 2012 - April 2013
Express Scripts September 2010 - May 2012
WilmerHale February 2010 - August 2010
Express Scripts July 2007 - December 2009
SunGard June 2005 - May 2007
Skills
Requirements Analysis, SDLC, Agile Methodologies, Software Quality..., User Acceptance Testing, Software Project..., Quality Assurance, SharePoint, Scrum, Quality Center, Requirements Gathering, Program Management, Agile & Waterfall..., Cross-functional Team..., Team Leadership, Business Analysis
Education
Bharathiar University 1995 — 1999
Bachelor's degree, Electrical, Electronics and Communications Engineering, A
Jeremy Lam's Raymond James Financial Inc. Experience March 2014 - Present
Job Vice President at Raymond James Financial, Inc.
Industry Banking
Experience
Raymond James Financial, Inc. March 2014 - Present
JP Morgan Chase April 2010 - February 2014
HSBC Private Bank January 2010 - April 2010
GH Capital, LLC March 2008 - December 2009
JPMorgan October 2004 - 2008
JPMorgan Private Bank February 2001 - September 2004
Skills
Loans, Portfolio Management, Credit, Banking, Finance, Investment Banking, Loan Origination, Underwriting, Real Estate, Securities, Commercial Mortgages, Management, Analysis, Real Estate Development, Securitization, Asset Managment, Securities Lending, Strategic Planning, Commercial Lending, Asset Management
Education
Brigham Young University 1994 — 2000
Bachelor of Science, Business Management, Emphasis on International Finance
Brigham Young University
Bachelor of Science (B.S.), International Finance
Raymond James Financial, Inc. March 2014 - Present
JP Morgan Chase April 2010 - February 2014
HSBC Private Bank January 2010 - April 2010
GH Capital, LLC March 2008 - December 2009
JPMorgan October 2004 - 2008
JPMorgan Private Bank February 2001 - September 2004
Skills
Loans, Portfolio Management, Credit, Banking, Finance, Investment Banking, Loan Origination, Underwriting, Real Estate, Securities, Commercial Mortgages, Management, Analysis, Real Estate Development, Securitization, Asset Managment, Securities Lending, Strategic Planning, Commercial Lending, Asset Management
Education
Brigham Young University 1994 — 2000
Bachelor of Science, Business Management, Emphasis on International Finance
Brigham Young University
Bachelor of Science (B.S.), International Finance
Howard Benkov's Raymond James Financial Inc. Experience September 2014 - Present
Job Sr Software Sourcing Manager at Raymond James Financial, Inc.
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. September 2014 - Present
Accenture May 2013 - September 2014
New York Life Insurance Company November 2012 - May 2013
Ernst & Young January 2012 - August 2012
Cisco October 2006 - October 2011
H Edward & Son Inc 2002 - 2006
Merrill Lynch August 1999 - February 2002
NCR Technology Services - NY Metro September 1995 - August 1999
Manufactures Hanover 1974 - 1976
Manufactures Hanover 1974 - 1976
Skills
Financial Services, IT Strategy, Management, Strategic Sourcing, Contract Negotiation, Change Management, Mergers, Business Strategy, Product Management, Business Analysis, Information Technology, Executive Management, Strategic Planning, Team Leadership, Cloud Computing, Team Building, Outsourcing, Strategy, Mergers & Acquisitions, SaaS, Vendor Management
Education
Monmouth University
Masters, History
City University of New York-Brooklyn College
BA, Economics
Raymond James Financial, Inc. September 2014 - Present
Accenture May 2013 - September 2014
New York Life Insurance Company November 2012 - May 2013
Ernst & Young January 2012 - August 2012
Cisco October 2006 - October 2011
H Edward & Son Inc 2002 - 2006
Merrill Lynch August 1999 - February 2002
NCR Technology Services - NY Metro September 1995 - August 1999
Manufactures Hanover 1974 - 1976
Manufactures Hanover 1974 - 1976
Skills
Financial Services, IT Strategy, Management, Strategic Sourcing, Contract Negotiation, Change Management, Mergers, Business Strategy, Product Management, Business Analysis, Information Technology, Executive Management, Strategic Planning, Team Leadership, Cloud Computing, Team Building, Outsourcing, Strategy, Mergers & Acquisitions, SaaS, Vendor Management
Education
Monmouth University
Masters, History
City University of New York-Brooklyn College
BA, Economics
Mark Pera's Raymond James Financial Inc. Experience June 2012 - Present
Job Institutional Consultant AMS at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2012 - Present
Raymond James Financial Inc. October 2012 - Present
Morgan Keegan August 2009 - September 2012
Morgan Keegan October 2004 - July 2009
Education
Auburn University 1999 — 2003
BSBA, Finance, General
Auburn University
BSBA Marketing/Finance
Raymond James Financial, Inc. June 2012 - Present
Raymond James Financial Inc. October 2012 - Present
Morgan Keegan August 2009 - September 2012
Morgan Keegan October 2004 - July 2009
Education
Auburn University 1999 — 2003
BSBA, Finance, General
Auburn University
BSBA Marketing/Finance
Jeff Thornton's Raymond James Financial Inc. Experience 2014 - 2014
Job Independent Software Professional Sitecore Specialist
Industry Computer Software
Experience
W.H. Freeman & Company 2012 - Present
Dow AgroSciences 2014 - 2014
Raymond James Financial, Inc. 2014 - 2014
Raymond James Financial, Inc. 2013 - 2013
Cookson Electronics 2012 - 2013
Pear Bureau Northwest 2012 - 2012
HJ Heinz 2011 - 2012
PJM Interconnection 2011 - 2011
LexisNexis 2008 - 2011
LexisNexis Martindale-Hubbell 2007 - 2008
Skills
ASP.NET, XML, JavaScript, Web Services, T-SQL, Agile Development..., HTML, SOA, Design Patterns, Test Driven Development, Object Oriented Design, WCF, WF, C#, VB.NET, SQL Server, Oracle, Sitecore, Microsoft SQL Server, Agile Methodologies, Databases, Web Development, SDLC, .NET, Enterprise Architecture, Web Applications, MVC, IIS, WPF, ASP.NET MVC, PHP, XSLT, Scrum, LINQ, Visual Studio, TFS
Education
Chubb Instititue of Computer Technology 1979 — 1980
Software Development
Colgate University 1974 — 1978
Bachelor of Arts, Physical Science
Cranford High School 1970 — 1974
Science, Math
W.H. Freeman & Company 2012 - Present
Dow AgroSciences 2014 - 2014
Raymond James Financial, Inc. 2014 - 2014
Raymond James Financial, Inc. 2013 - 2013
Cookson Electronics 2012 - 2013
Pear Bureau Northwest 2012 - 2012
HJ Heinz 2011 - 2012
PJM Interconnection 2011 - 2011
LexisNexis 2008 - 2011
LexisNexis Martindale-Hubbell 2007 - 2008
Skills
ASP.NET, XML, JavaScript, Web Services, T-SQL, Agile Development..., HTML, SOA, Design Patterns, Test Driven Development, Object Oriented Design, WCF, WF, C#, VB.NET, SQL Server, Oracle, Sitecore, Microsoft SQL Server, Agile Methodologies, Databases, Web Development, SDLC, .NET, Enterprise Architecture, Web Applications, MVC, IIS, WPF, ASP.NET MVC, PHP, XSLT, Scrum, LINQ, Visual Studio, TFS
Education
Chubb Instititue of Computer Technology 1979 — 1980
Software Development
Colgate University 1974 — 1978
Bachelor of Arts, Physical Science
Cranford High School 1970 — 1974
Science, Math
Rosa Pritchard's Raymond James Financial Inc. Experience 2000 - 2005
Job Jaeb Center for Health Research
Industry Information Technology and Services
Experience
Jaeb Center for Health Research August 2005 - Present
Raymond James Financial Inc. 2000 - 2005
Skills
SDLC, SharePoint, Business Analysis, Microsoft SQL Server, Requirements Analysis, .NET, SQL, Project Management, Requirements Gathering, Visio, Software Project..., T-SQL, ASP.NET, Agile Methodologies, Systems Analysis, VB.NET, Visual Studio, Enterprise Architecture, Database Design
Education
University of South Florida 2006 — 2008
MBA, International Business, Management
University of South Florida
B.S. M.I.S.
Jaeb Center for Health Research August 2005 - Present
Raymond James Financial Inc. 2000 - 2005
Skills
SDLC, SharePoint, Business Analysis, Microsoft SQL Server, Requirements Analysis, .NET, SQL, Project Management, Requirements Gathering, Visio, Software Project..., T-SQL, ASP.NET, Agile Methodologies, Systems Analysis, VB.NET, Visual Studio, Enterprise Architecture, Database Design
Education
University of South Florida 2006 — 2008
MBA, International Business, Management
University of South Florida
B.S. M.I.S.
Jason M. Grimes's Raymond James Financial Inc. Experience June 2015 - Present
Job Wealth Strategist
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Trenam Kemker February 2013 - Present
Fox Rothschild LLP September 2006 - December 2012
Gibraltar Private Bank & Trust September 2005 - May 2006
Skills
Litigation
Education
University of Miami School of Law 2005 — 2006
LLM, Estate Planning
Cleveland State University - Cleveland-Marshall College of Law 2002 — 2005
law
Ohio University
Raymond James Financial, Inc. June 2015 - Present
Trenam Kemker February 2013 - Present
Fox Rothschild LLP September 2006 - December 2012
Gibraltar Private Bank & Trust September 2005 - May 2006
Skills
Litigation
Education
University of Miami School of Law 2005 — 2006
LLM, Estate Planning
Cleveland State University - Cleveland-Marshall College of Law 2002 — 2005
law
Ohio University
Judy Ebsary's Raymond James Financial Inc. Experience March 2015 - Present
Job Independent Financial Advisor
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Merrill Lynch November 2007 - March 2015
Merrill Lynch November 2007 - March 2013
Morgan Stanley May 1999 - November 2007
Skills
Financial Advisory, Finance, IRAs, Mutual Funds, Wealth Management, Series 7, Uniform Combined State..., Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Retirement, Investments, Retirement Planning, Microsoft Office, Financial Planning, Investment Strategies, Series 63, Portfolio Management, Funding, Estate Planning, Securities, Financial Services
Education
National Paralegal Academy- Caldwell College 1993 — 1995
Certificate, Legal Assistant/Paralegal
Raymond James Financial, Inc. March 2015 - Present
Merrill Lynch November 2007 - March 2015
Merrill Lynch November 2007 - March 2013
Morgan Stanley May 1999 - November 2007
Skills
Financial Advisory, Finance, IRAs, Mutual Funds, Wealth Management, Series 7, Uniform Combined State..., Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Retirement, Investments, Retirement Planning, Microsoft Office, Financial Planning, Investment Strategies, Series 63, Portfolio Management, Funding, Estate Planning, Securities, Financial Services
Education
National Paralegal Academy- Caldwell College 1993 — 1995
Certificate, Legal Assistant/Paralegal
Alexander Maryansky's Raymond James Financial Inc. Experience February 2015 - Present
Job Project Manager / Senior Technical Lead (Consultant) at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2015 - Present
UBS Financial Services Inc February 1995 - January 2015
PaineWebber 1995 - 2000
Kidder Peabody 1994 - 1995
Office of the Mayor of the City of New York 1993 - 1994
Sirota Survey Intelligence 1990 - 1993
Skills
SDLC, IT Strategy, Business Analysis, Vendor Management, Project Portfolio..., Project Management, DB2, Software Project..., PMO, Trading Systems, SQL, Databases, COBOL, Offshoring, Mainframe, Enterprise Architecture, Agile Methodologies, Market Data, Requirements Analysis, Java, IT Management, Software Development, Business Requirements, Requirements Gathering, SOA, Data Warehousing, ITIL, Disaster Recovery, Systems Analysis, Integration, Visio, Unix, Solution Architecture
Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina
M.S., Theoretical Physics
Moscow State Industrial University (MSIU)
Ph.D., Computer Modeling of Physical Processes
Raymond James Financial, Inc. February 2015 - Present
UBS Financial Services Inc February 1995 - January 2015
PaineWebber 1995 - 2000
Kidder Peabody 1994 - 1995
Office of the Mayor of the City of New York 1993 - 1994
Sirota Survey Intelligence 1990 - 1993
Skills
SDLC, IT Strategy, Business Analysis, Vendor Management, Project Portfolio..., Project Management, DB2, Software Project..., PMO, Trading Systems, SQL, Databases, COBOL, Offshoring, Mainframe, Enterprise Architecture, Agile Methodologies, Market Data, Requirements Analysis, Java, IT Management, Software Development, Business Requirements, Requirements Gathering, SOA, Data Warehousing, ITIL, Disaster Recovery, Systems Analysis, Integration, Visio, Unix, Solution Architecture
Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina
M.S., Theoretical Physics
Moscow State Industrial University (MSIU)
Ph.D., Computer Modeling of Physical Processes
Stuart Barich's Raymond James Financial Inc. Experience February 2015 - Present
Job Managing Director at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. February 2015 - Present
Oppenheimer & Co. September 2005 - February 2015
Leerink Swann 2000 - 2005
Skills
Business Strategy, Alternative Investments, Capital Markets, Due Diligence, Corporate Development, Equities, Corporate Finance, Executive Management, Financial Modeling, IPO, Hedge Funds, Investment Banking, Investments, Mergers, Portfolio Management, Private Equity, Series 7, Start-ups, Strategy, Venture Capital, Valuation
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
University of Rochester 1983 — 1987
BS, Electrical Engineering
Raymond James Financial, Inc. February 2015 - Present
Oppenheimer & Co. September 2005 - February 2015
Leerink Swann 2000 - 2005
Skills
Business Strategy, Alternative Investments, Capital Markets, Due Diligence, Corporate Development, Equities, Corporate Finance, Executive Management, Financial Modeling, IPO, Hedge Funds, Investment Banking, Investments, Mergers, Portfolio Management, Private Equity, Series 7, Start-ups, Strategy, Venture Capital, Valuation
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
University of Rochester 1983 — 1987
BS, Electrical Engineering
Maleeha Metla's Raymond James Financial Inc. Experience May 2015 - Present
Job Vice President, Corporate Access at Raymond James Financial, Inc.
Industry Capital Markets
Experience
Raymond James Financial, Inc. May 2015 - Present
Barclays November 2012 - May 2015
Oppenheimer & Co. Inc. May 2006 - January 2011
Cowen & Co. 1999 - 2006
Skills
IPO, Investment Banking, Equities, Venture Capital, Equity Capital Markets, Hedge Funds, Valuation, Trading, Fixed Income, Private Placements, Capital Markets, Emerging Markets, Equity Research, Corporate Development, Securities, Investor Relations, Financial Modeling, Investments, Finance, Series 7, Corporate Finance, Equity Valuation, Private Equity, LBO, Alternative Investments, Bloomberg, Equity Trading, Financial Markets, Leveraged Finance, Derivatives, Series 63, Bonds, Options
Education
Columbia University - Columbia Business School
Kinnaird College
Smith College
B.A, Economics & English Literature
Raymond James Financial, Inc. May 2015 - Present
Barclays November 2012 - May 2015
Oppenheimer & Co. Inc. May 2006 - January 2011
Cowen & Co. 1999 - 2006
Skills
IPO, Investment Banking, Equities, Venture Capital, Equity Capital Markets, Hedge Funds, Valuation, Trading, Fixed Income, Private Placements, Capital Markets, Emerging Markets, Equity Research, Corporate Development, Securities, Investor Relations, Financial Modeling, Investments, Finance, Series 7, Corporate Finance, Equity Valuation, Private Equity, LBO, Alternative Investments, Bloomberg, Equity Trading, Financial Markets, Leveraged Finance, Derivatives, Series 63, Bonds, Options
Education
Columbia University - Columbia Business School
Kinnaird College
Smith College
B.A, Economics & English Literature
Sherri Johnson, PMP's Raymond James Financial Inc. Experience January 2007 - May 2012
Job Project Leader, AVP at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price September 2013 - Present
PwC May 2012 - September 2013
Raymond James Financial Inc. January 2007 - May 2012
Raymond James Financial Inc. January 1999 - January 2007
Raymond James Financial April 1994 - January 1999
Raymond James Financial January 1993 - April 1994
Education
University of South Florida
BS, Management Information Systems
University of South Florida
BS, Accounting
T. Rowe Price September 2013 - Present
PwC May 2012 - September 2013
Raymond James Financial Inc. January 2007 - May 2012
Raymond James Financial Inc. January 1999 - January 2007
Raymond James Financial April 1994 - January 1999
Raymond James Financial January 1993 - April 1994
Education
University of South Florida
BS, Management Information Systems
University of South Florida
BS, Accounting
Douglas Wayne Hanson's Raymond James Financial Inc. Experience June 2015 - Present
Job Consultant at Raymond James Financial, Inc.
Industry Computer Software
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial, Inc. February 2015 - Present
Broadridge Financial Solutions March 1997 - January 2014
Ameritech April 1994 - March 1997
Indiana University Medical Center November 1992 - April 1994
Skills
COBOL, SQL, HP NonStop, SDLC, Requirements Analysis, Software Project..., Visio, Systems Analysis, Requirements Gathering, Software Development, Enterprise Architecture, Agile Methodologies, Databases, Business Requirements, Testing, Data Warehousing, Project Management, Analysis, Enscribe, Software Documentation, Business Analysis, DDL, User Acceptance Testing, Disaster Recovery, SharePoint, Program Management, Software Design, Production Support, Pathway, Integration, XML, Microsoft Office, C#, C, SCOBOL, UC4, Visual Studio, Creative Problem Solving
Education
Rose-Hulman Institute of Technology 1982 — 1986
Bachelor's Degree, Computer Science
Arapahoe Community College
C#
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial, Inc. February 2015 - Present
Broadridge Financial Solutions March 1997 - January 2014
Ameritech April 1994 - March 1997
Indiana University Medical Center November 1992 - April 1994
Skills
COBOL, SQL, HP NonStop, SDLC, Requirements Analysis, Software Project..., Visio, Systems Analysis, Requirements Gathering, Software Development, Enterprise Architecture, Agile Methodologies, Databases, Business Requirements, Testing, Data Warehousing, Project Management, Analysis, Enscribe, Software Documentation, Business Analysis, DDL, User Acceptance Testing, Disaster Recovery, SharePoint, Program Management, Software Design, Production Support, Pathway, Integration, XML, Microsoft Office, C#, C, SCOBOL, UC4, Visual Studio, Creative Problem Solving
Education
Rose-Hulman Institute of Technology 1982 — 1986
Bachelor's Degree, Computer Science
Arapahoe Community College
C#
Minh Chau's Raymond James Financial Inc. Experience September 2011 - July 2015
Job Institutional Fixed Income Sales at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2011 - July 2015
Morgan Keegan May 2008 - September 2011
HSBC Securities, USA June 2006 - January 2008
Northwestern Mutual August 2004 - June 2006
Brickmill Marketing March 2003 - July 2004
Skills
Fixed Income, Finance, Investments, Portfolio Management, Series 63, Mutual Funds, Microsoft Office, Wealth Management, Economics, Series 7, Equities, Google Docs, MarketAxess, Financial Analysis, Bloomberg, HTML, CSS
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Plymouth State University 2000 — 2004
Bachelor’s Degree, Political Science, 3.84/4.0 GPA
Raymond James Financial, Inc. September 2011 - July 2015
Morgan Keegan May 2008 - September 2011
HSBC Securities, USA June 2006 - January 2008
Northwestern Mutual August 2004 - June 2006
Brickmill Marketing March 2003 - July 2004
Skills
Fixed Income, Finance, Investments, Portfolio Management, Series 63, Mutual Funds, Microsoft Office, Wealth Management, Economics, Series 7, Equities, Google Docs, MarketAxess, Financial Analysis, Bloomberg, HTML, CSS
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Plymouth State University 2000 — 2004
Bachelor’s Degree, Political Science, 3.84/4.0 GPA
William Buchinger's Raymond James Financial Inc. Experience August 2007 - November 2009
Job Senior Network Security Analyst
Industry Information Technology and Services
Experience
The Mosaic Company March 2015 - Present
Vital Network Services November 2009 - March 2015
Raymond James Financial, Inc. August 2007 - November 2009
Coleman Technologies - Bought by Presidio August 2006 - August 2007
Dimension Data August 2005 - August 2006
Sykes January 2001 - August 2005
Skills
CCNP, CCIE Security, CISSP, Checkpoint firewalls, Juniper firewalls, Network Security, Network Engineering, Network Architecture, Load Balancing, WAN Optimisation, Operations Management, Juniper routers, Juniper Switches, Security, CCIE, Juniper, WAN, Switches, Firewalls, Cisco Technologies, Networking, Cisco IOS, VPN, IT Management, Checkpoint, LAN-WAN, Routers
Education
Florida Institute of Technology 2007 — 2009
MS, Information Technology/Management
Benedictine University 1990 — 1992
BS, Biology
The Mosaic Company March 2015 - Present
Vital Network Services November 2009 - March 2015
Raymond James Financial, Inc. August 2007 - November 2009
Coleman Technologies - Bought by Presidio August 2006 - August 2007
Dimension Data August 2005 - August 2006
Sykes January 2001 - August 2005
Skills
CCNP, CCIE Security, CISSP, Checkpoint firewalls, Juniper firewalls, Network Security, Network Engineering, Network Architecture, Load Balancing, WAN Optimisation, Operations Management, Juniper routers, Juniper Switches, Security, CCIE, Juniper, WAN, Switches, Firewalls, Cisco Technologies, Networking, Cisco IOS, VPN, IT Management, Checkpoint, LAN-WAN, Routers
Education
Florida Institute of Technology 2007 — 2009
MS, Information Technology/Management
Benedictine University 1990 — 1992
BS, Biology
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
Shane McClellan's Raymond James Financial Inc. Experience July 2009 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. July 2009 - Present
Flagstar Bank March 2004 - November 2008
Comerica Bank July 2001 - January 2004
Education
Central Michigan University 2005 — 2011
MSA, Information Systems Management
Western Michigan University 1995 — 2001
BA, Liberal Arts
Raymond James Financial, Inc. July 2009 - Present
Flagstar Bank March 2004 - November 2008
Comerica Bank July 2001 - January 2004
Education
Central Michigan University 2005 — 2011
MSA, Information Systems Management
Western Michigan University 1995 — 2001
BA, Liberal Arts
Aaron Markowitz's Raymond James Financial Inc. Experience October 2014 - Present
Job Investment Banking Analyst
Industry Investment Banking
Experience
Raymond James Financial, Inc. October 2014 - Present
Memphis Jewish Federation July 2014 - October 2014
Washington College of Law Legal Clinic May 2012 - May 2013
Siskind, Susser PC October 2009 - August 2010
The Israel Project January 2009 - April 2009
Morgan Keegan June 2008 - August 2008
Congressman Steve Cohen (D-TN 9), DC Office January 2008 - May 2008
SNL Financial April 2007 - December 2007
Democratic National Committee August 2006 - December 2006
Gatti, Keltner, Bienvenu, and Montesi Law Firm May 2005 - August 2006
Skills
Legal Research, Research, International Relations, Government, Criminal Law, Legislation, Editing, Immigration Law, Legislative Relations, Legal Writing, Trials
Education
American University, Washington College of Law 2010 — 2013
JD
Georgetown University 2005 — 2009
BA, Government
Raymond James Financial, Inc. October 2014 - Present
Memphis Jewish Federation July 2014 - October 2014
Washington College of Law Legal Clinic May 2012 - May 2013
Siskind, Susser PC October 2009 - August 2010
The Israel Project January 2009 - April 2009
Morgan Keegan June 2008 - August 2008
Congressman Steve Cohen (D-TN 9), DC Office January 2008 - May 2008
SNL Financial April 2007 - December 2007
Democratic National Committee August 2006 - December 2006
Gatti, Keltner, Bienvenu, and Montesi Law Firm May 2005 - August 2006
Skills
Legal Research, Research, International Relations, Government, Criminal Law, Legislation, Editing, Immigration Law, Legislative Relations, Legal Writing, Trials
Education
American University, Washington College of Law 2010 — 2013
JD
Georgetown University 2005 — 2009
BA, Government
Sara Ganster's Raymond James Financial Inc. Experience May 2014 - Present
Job Business Technology Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. September 2011 - Present
Raymond James Financial Inc. July 2008 - September 2011
Raymond James Financial, Inc. 2006 - July 2008
Raymond James Financial, Inc. 2005 - 2006
Skills
Anti Money Laundering, Business Analysis, Training, Leadership, Financial Services, Management, Project Management, Risk Management, Business Planning, Process Improvement, Business Process..., Master Data Management, Practice Management, Microsoft Excel, Excel, Access, Regulatory Compliance, Series 7, Series 24, SharePoint, Analysis, Data Analysis, Strategic Planning, Time Management, Team Building, Research, FINRA, Uniform Combined State..., Asset Management, Sales, Client Reporting, Finance, Financial Modeling, Professional Writing, TFS, Business Architecture, Advisor Compensation, Data Warehousing
Education
University of South Florida 2001 — 2011
Bachelor's Degree, Business Management, minor in Management Information Systems (MIS)
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. September 2011 - Present
Raymond James Financial Inc. July 2008 - September 2011
Raymond James Financial, Inc. 2006 - July 2008
Raymond James Financial, Inc. 2005 - 2006
Skills
Anti Money Laundering, Business Analysis, Training, Leadership, Financial Services, Management, Project Management, Risk Management, Business Planning, Process Improvement, Business Process..., Master Data Management, Practice Management, Microsoft Excel, Excel, Access, Regulatory Compliance, Series 7, Series 24, SharePoint, Analysis, Data Analysis, Strategic Planning, Time Management, Team Building, Research, FINRA, Uniform Combined State..., Asset Management, Sales, Client Reporting, Finance, Financial Modeling, Professional Writing, TFS, Business Architecture, Advisor Compensation, Data Warehousing
Education
University of South Florida 2001 — 2011
Bachelor's Degree, Business Management, minor in Management Information Systems (MIS)
Ron Gauszka's Raymond James Financial Inc. Experience January 2015 - Present
Job Supervisor, Accounting II, Financial Reporting PCG at Raymond James Financial Inc.
Industry Accounting
Experience
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. August 2012 - December 2014
Diversified Maintenance Systems, LLC. October 2007 - August 2012
Get Motivated Seminars, Inc. April 2005 - September 2007
JCPenney June 1999 - April 2005
Skills
General Ledger, Accounts Receivable, Fixed Assets, Journal Entries, Balance, Excel, Financial Analysis, Allocations, JD Edwards, Microsoft Excel, Financial Reporting, Accounts Payable, Accounting, Forecasting, Auditing
Education
University of South Florida 2004 — 2010
B.A., Accounting
Hillsborough Community College 2001 — 2003
A.A., Business Administration
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. August 2012 - December 2014
Diversified Maintenance Systems, LLC. October 2007 - August 2012
Get Motivated Seminars, Inc. April 2005 - September 2007
JCPenney June 1999 - April 2005
Skills
General Ledger, Accounts Receivable, Fixed Assets, Journal Entries, Balance, Excel, Financial Analysis, Allocations, JD Edwards, Microsoft Excel, Financial Reporting, Accounts Payable, Accounting, Forecasting, Auditing
Education
University of South Florida 2004 — 2010
B.A., Accounting
Hillsborough Community College 2001 — 2003
A.A., Business Administration
Jaime Verastegui, CAMS-Audit, CFE's Raymond James Financial Inc. Experience September 2015 - Present
Job FIU Manager AML
Industry Banking
Experience
Raymond James Financial, Inc. September 2015 - Present
Citi July 2014 - September 2015
Citi March 2010 - May 2014
Fifth Third Bank July 2008 - October 2009
WaMu March 2007 - June 2008
Skills
Loans, Credit, Finance, CAMS, CFE, Banking, Commercial Banking, Credit Analysis, Commercial Lending, Retail Banking, Small Business Lending, Consumer Lending, Mortgage Lending, Loan Origination, Securities, Due Diligence, Financial Analysis, AML, Anti Money Laundering
Education
The George Herbert Walker School of Business & Technology at Webster University 2014 — 2015
Master of Business Administration (MBA), In Progess
Universidad Nacional de Trujillo 1995 — 2002
Economist, Economics
Raymond James Financial, Inc. September 2015 - Present
Citi July 2014 - September 2015
Citi March 2010 - May 2014
Fifth Third Bank July 2008 - October 2009
WaMu March 2007 - June 2008
Skills
Loans, Credit, Finance, CAMS, CFE, Banking, Commercial Banking, Credit Analysis, Commercial Lending, Retail Banking, Small Business Lending, Consumer Lending, Mortgage Lending, Loan Origination, Securities, Due Diligence, Financial Analysis, AML, Anti Money Laundering
Education
The George Herbert Walker School of Business & Technology at Webster University 2014 — 2015
Master of Business Administration (MBA), In Progess
Universidad Nacional de Trujillo 1995 — 2002
Economist, Economics
Vanessa Marcos's Raymond James Financial Inc. Experience April 2008 - Present
Job Vice President, Variable Annuity Sales Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. April 2008 - Present
Raymond James Financial Inc. 2004 - 2008
Raymond James Financial Inc. 1998 - 2004
Raymond James Financial Inc. 1993 - 1998
Skills
Variable Annuities, Product Management, Product Marketing, Sales, Technical Writing, Consulting, Series 7, Life & Health Insurance..., CRPC, Retirement Planning, Pensions, Public Speaking, Training, Problem Solving, Relationship Management, Building Relationships
Education
University of South Florida 1987 — 1991
Bachelor's Degree, Business Administration and Management, General
Raymond James Financial Inc. April 2008 - Present
Raymond James Financial Inc. 2004 - 2008
Raymond James Financial Inc. 1998 - 2004
Raymond James Financial Inc. 1993 - 1998
Skills
Variable Annuities, Product Management, Product Marketing, Sales, Technical Writing, Consulting, Series 7, Life & Health Insurance..., CRPC, Retirement Planning, Pensions, Public Speaking, Training, Problem Solving, Relationship Management, Building Relationships
Education
University of South Florida 1987 — 1991
Bachelor's Degree, Business Administration and Management, General
Douglas Hopek's Raymond James Financial Inc. Experience July 1997 - August 1998
Job Senior Vice President, Corporate Finance at City Securities Corporation
Industry Investment Banking
Experience
City Securities Corporation July 2015 - Present
Riverside Brookfield Educational Foundation September 2014 - Present
KPMG Corporate Finance LLC July 2010 - April 2015
Ronald McDonald House Charities of Chicagoland and Northwest Indiana March 2009 - May 2014
Alma College Chicago Advisory Committee 2008 - 2012
First Analysis Securities Corporation March 2000 - June 2009
RBC Capital Markets September 1999 - February 2000
Wells Fargo Securities, LLC September 1998 - August 1999
Raymond James Financial, Inc. July 1997 - August 1998
BB&T Capital Markets May 1993 - August 1995
Skills
Investment Banking, Corporate Finance, Financial Modeling, Due Diligence, Mergers & Acquisitions, Strategic Planning, Private Equity, Financial Analysis, Mergers, Fundraising, Valuation, Strategy, Venture Capital, Start-ups, Business Valuation
Education
University of Notre Dame 1995 — 1997
MBA, Finance & Tax
Alma College 1989 — 1993
BA, Finance, Political Science & Economics
City Securities Corporation July 2015 - Present
Riverside Brookfield Educational Foundation September 2014 - Present
KPMG Corporate Finance LLC July 2010 - April 2015
Ronald McDonald House Charities of Chicagoland and Northwest Indiana March 2009 - May 2014
Alma College Chicago Advisory Committee 2008 - 2012
First Analysis Securities Corporation March 2000 - June 2009
RBC Capital Markets September 1999 - February 2000
Wells Fargo Securities, LLC September 1998 - August 1999
Raymond James Financial, Inc. July 1997 - August 1998
BB&T Capital Markets May 1993 - August 1995
Skills
Investment Banking, Corporate Finance, Financial Modeling, Due Diligence, Mergers & Acquisitions, Strategic Planning, Private Equity, Financial Analysis, Mergers, Fundraising, Valuation, Strategy, Venture Capital, Start-ups, Business Valuation
Education
University of Notre Dame 1995 — 1997
MBA, Finance & Tax
Alma College 1989 — 1993
BA, Finance, Political Science & Economics
William (Bill) Warner's Raymond James Financial Inc. Experience June 2014 - Present
Job Supervisory Principal at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. February 2013 - June 2014
Raymond James Financial Inc. March 2011 - February 2013
Numismatic Guaranty Corporation January 2007 - March 2011
Skills
Compliance, Risk Assessment, Risk Management, Due Diligence, Auditing, Policy, Finance, Investments, Insurance, Asset Managment, Security, Outlook, Customer Service, Time Management, FINRA, Financial Risk, Securities, Asset Management, Series 7, Series 24, Series 53, Series 66, Investment Advisory, SEC, MSRB, Mutual Funds, Wealth Management, Financial Advisory, Investment Strategies, 401k, Financial Services, Fixed Income, Equities, ETFs, Bonds, Wealth Management..., Uniform Combined State...
Education
University of South Florida - College of Business Administration 2008 — 2010
B.S
State College of Florida 2006 — 2008
A.A
RHAM Senior High School 1998 — 2002
High School
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. February 2013 - June 2014
Raymond James Financial Inc. March 2011 - February 2013
Numismatic Guaranty Corporation January 2007 - March 2011
Skills
Compliance, Risk Assessment, Risk Management, Due Diligence, Auditing, Policy, Finance, Investments, Insurance, Asset Managment, Security, Outlook, Customer Service, Time Management, FINRA, Financial Risk, Securities, Asset Management, Series 7, Series 24, Series 53, Series 66, Investment Advisory, SEC, MSRB, Mutual Funds, Wealth Management, Financial Advisory, Investment Strategies, 401k, Financial Services, Fixed Income, Equities, ETFs, Bonds, Wealth Management..., Uniform Combined State...
Education
University of South Florida - College of Business Administration 2008 — 2010
B.S
State College of Florida 2006 — 2008
A.A
RHAM Senior High School 1998 — 2002
High School
Jenn Maly's Raymond James Financial Inc. Experience October 2011 - Present
Job Mutual Fund Information Specialist at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. October 2011 - Present
Raymond James July 2010 - October 2011
Skills
Microsoft Office
Education
Champlain College
Cyber/Computer Forensics and Counterterrorism
Raymond James Financial, Inc. October 2011 - Present
Raymond James July 2010 - October 2011
Skills
Microsoft Office
Education
Champlain College
Cyber/Computer Forensics and Counterterrorism
Renee John's Raymond James Financial Inc. Experience January 2015 - Present
Job Technology Test Analyst at Raymond James Financial, Inc.
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. January 2015 - Present
BNSF Railway June 2013 - January 2015
Citi June 2012 - August 2012
Baylor University Office of PreNursing August 2009 - December 2011
Citi May 2011 - August 2011
NYC Department of Education June 2009 - July 2009
Rollins College August 2007 - May 2009
Skills
User Acceptance Testing, Test Automation, Microsoft SQL Server, Oracle SQL Developer, Groovy, BDD, SoapUI, Microsoft Excel, Microsoft Office, Analysis, Test Driven Development, PowerPoint, Public Speaking, Management, Microsoft Word, Visual Basic, Customer Service, Spanish, Facebook, Event Planning, Research, Social Media, Non-profits, Project Management, Nonprofits, Outlook
Education
Baylor University 2009 — 2013
BBA, Management Information Systems
Boğaziçi Üniversitesi / Bogazici University 2012 — 2012
Bachelor's degree, Management Information Systems, General
Rollins College 2007 — 2009
International Business
Episcopal High School 2004 — 2007
Raymond James Financial, Inc. January 2015 - Present
BNSF Railway June 2013 - January 2015
Citi June 2012 - August 2012
Baylor University Office of PreNursing August 2009 - December 2011
Citi May 2011 - August 2011
NYC Department of Education June 2009 - July 2009
Rollins College August 2007 - May 2009
Skills
User Acceptance Testing, Test Automation, Microsoft SQL Server, Oracle SQL Developer, Groovy, BDD, SoapUI, Microsoft Excel, Microsoft Office, Analysis, Test Driven Development, PowerPoint, Public Speaking, Management, Microsoft Word, Visual Basic, Customer Service, Spanish, Facebook, Event Planning, Research, Social Media, Non-profits, Project Management, Nonprofits, Outlook
Education
Baylor University 2009 — 2013
BBA, Management Information Systems
Boğaziçi Üniversitesi / Bogazici University 2012 — 2012
Bachelor's degree, Management Information Systems, General
Rollins College 2007 — 2009
International Business
Episcopal High School 2004 — 2007
Yulia DeArmond's Raymond James Financial Inc. Experience October 2011 - Present
Job Trading Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2011 - Present
Raymond James & Associates, Inc July 2010 - September 2011
Skills
Mutual Funds, Portfolio Management, Electronic Trading, Series 7, Trading, Asset Allocation, Equities
Education
University of Tampa - John H. Sykes College of Business 2013 — 2017
Master of Science (M.S.), Finance
University of South Florida 2007 — 2009
B.S., Finance
Kaliningrad Technical State University 2000 — 2005
B.S., Business Administration
Raymond James Financial Inc. October 2011 - Present
Raymond James & Associates, Inc July 2010 - September 2011
Skills
Mutual Funds, Portfolio Management, Electronic Trading, Series 7, Trading, Asset Allocation, Equities
Education
University of Tampa - John H. Sykes College of Business 2013 — 2017
Master of Science (M.S.), Finance
University of South Florida 2007 — 2009
B.S., Finance
Kaliningrad Technical State University 2000 — 2005
B.S., Business Administration
Mark Saran's Raymond James Financial Inc. Experience August 2007 - September 2014
Job Sr Vp at Harbor Financial Services
Industry Financial Services
Experience
Harbor Financial Services October 2014 - Present
Raymond James Financial, Inc. August 2007 - September 2014
COLLEGE OF LAKE COUNTY May 1982 - August 1992
Skills
shopping after..., Public Speaking, Investment Advisory, Customer Service, Series 7, Wealth Management, Alternative Investments, Christmas, Mutual Funds, Capital Markets, Investments, Series 63, Asset Allocation, Investment Management, Trading Systems, Hedge Funds, Investment Strategies, Wealth Management..., 401k, FINRA, Financial Markets, High Net Worth..., Financial Structuring, ETFs, Financial Risk, Private Banking, Equity Research, Uniform Combined State...
Education
Dominican University 1979 — 1984
Master of Business Administration (MBA), Business/Commerce, General, AAA
Augustana College 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government, A+++++++++++++++
Harbor Financial Services October 2014 - Present
Raymond James Financial, Inc. August 2007 - September 2014
COLLEGE OF LAKE COUNTY May 1982 - August 1992
Skills
shopping after..., Public Speaking, Investment Advisory, Customer Service, Series 7, Wealth Management, Alternative Investments, Christmas, Mutual Funds, Capital Markets, Investments, Series 63, Asset Allocation, Investment Management, Trading Systems, Hedge Funds, Investment Strategies, Wealth Management..., 401k, FINRA, Financial Markets, High Net Worth..., Financial Structuring, ETFs, Financial Risk, Private Banking, Equity Research, Uniform Combined State...
Education
Dominican University 1979 — 1984
Master of Business Administration (MBA), Business/Commerce, General, AAA
Augustana College 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government, A+++++++++++++++
Tim Footlick, CTP's Raymond James Financial Inc. Experience October 2013 - Present
Job Cash Manager at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. April 2012 - October 2013
Raymond James Financial Inc. January 2009 - April 2012
Raymond James Financial Inc. August 2003 - January 2009
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Financial Planners, Accounting, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Financial Statements, Financial Modeling, Internal Controls, GAAP, US GAAP, Variance Analysis, Financial Accounting, Cash Management, Journal Entries, Revenue Recognition, Hyperion Enterprise, Accruals, Financial Audits, Consolidation, Accounts Receivable, Bank Reconciliation, Invoicing, Cost Accounting, Sarbanes-Oxley
Education
University of South Florida 2005 — 2009
Bachelor's degree, Accounting
University of South Florida
Bachelor's degree, Accounting
Raymond James Financial Inc. October 2013 - Present
Raymond James Financial Inc. April 2012 - October 2013
Raymond James Financial Inc. January 2009 - April 2012
Raymond James Financial Inc. August 2003 - January 2009
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Financial Planners, Accounting, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Financial Statements, Financial Modeling, Internal Controls, GAAP, US GAAP, Variance Analysis, Financial Accounting, Cash Management, Journal Entries, Revenue Recognition, Hyperion Enterprise, Accruals, Financial Audits, Consolidation, Accounts Receivable, Bank Reconciliation, Invoicing, Cost Accounting, Sarbanes-Oxley
Education
University of South Florida 2005 — 2009
Bachelor's degree, Accounting
University of South Florida
Bachelor's degree, Accounting
SUSAN COMAS's Raymond James Financial Inc. Experience January 1988 - January 2000
Job small busines owner at lonnis sandwiches
Industry Restaurants
Experience
lonnis sandwiches October 2010 - Present
Bayboro Books March 2000 - March 2010
Raymond James Financial Inc. January 1988 - January 2000
Education
University of South Florida
Bachelor's degree, Accounting and Finance
lonnis sandwiches October 2010 - Present
Bayboro Books March 2000 - March 2010
Raymond James Financial Inc. January 1988 - January 2000
Education
University of South Florida
Bachelor's degree, Accounting and Finance
Toni Rajic's Raymond James Financial Inc. Experience February 2012 - August 2013
Job Testing Analytics Coordinator at Tampa General Hospital
Industry Hospital & Health Care
Experience
Tampa General Hospital 2015 - Present
PowerChord August 2013 - May 2015
Raymond James Financial, Inc. February 2012 - August 2013
Raymond James Financial Inc. August 2011 - February 2012
Education
University of South Florida 2011 — 2012
Master of Science (MS), Management Information Systems and Services, 3.75
University of South Florida 2005 — 2010
Bachelor of Arts (B.A.), International Business
Tampa General Hospital 2015 - Present
PowerChord August 2013 - May 2015
Raymond James Financial, Inc. February 2012 - August 2013
Raymond James Financial Inc. August 2011 - February 2012
Education
University of South Florida 2011 — 2012
Master of Science (MS), Management Information Systems and Services, 3.75
University of South Florida 2005 — 2010
Bachelor of Arts (B.A.), International Business
Zoe Avery's Raymond James Financial Inc. Experience September 2013 - Present
Job Operational Risk Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2013 - Present
Raymond James Financial Inc. December 2011 - September 2013
Tab Glass & Window Corp. October 2008 - November 2011
Skills
Accounting, Financial Analysis, Account Reconciliation, General Ledger
Education
University of South Florida 2009 — 2013
Bachelor of Science (B.S.), Accounting
Raymond James Financial Inc. September 2013 - Present
Raymond James Financial Inc. December 2011 - September 2013
Tab Glass & Window Corp. October 2008 - November 2011
Skills
Accounting, Financial Analysis, Account Reconciliation, General Ledger
Education
University of South Florida 2009 — 2013
Bachelor of Science (B.S.), Accounting
Connor Shaw's Raymond James Financial Inc. Experience April 2015 - Present
Job Student at Boston College
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2015 - Present
Raymond James Investment Banking May 2014 - June 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office
Education
Boston College 2012 — 2016
St. John's Preparatory School 2008 — 2012
Raymond James Financial, Inc. April 2015 - Present
Raymond James Investment Banking May 2014 - June 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office
Education
Boston College 2012 — 2016
St. John's Preparatory School 2008 — 2012
Tina Robles's Raymond James Financial Inc. Experience February 1997 - December 2002
Job Review Analyst at AFS Technologies, Inc.
Industry Computer Software
Experience
AFS Technologies, Inc. September 2006 - April 2014
Raymond James Financial Inc. February 1997 - December 2002
Skills
Business Intelligence, Business Analysis, SQL, Microsoft SQL Server, Databases, Software Development, Software Project..., Enterprise Software, SaaS, CRM, Agile Methodologies, Analytics, Requirements Analysis, Process Improvement, ERP
Education
University of South Florida 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Countryside High School 1988 — 1992
AFS Technologies, Inc. September 2006 - April 2014
Raymond James Financial Inc. February 1997 - December 2002
Skills
Business Intelligence, Business Analysis, SQL, Microsoft SQL Server, Databases, Software Development, Software Project..., Enterprise Software, SaaS, CRM, Agile Methodologies, Analytics, Requirements Analysis, Process Improvement, ERP
Education
University of South Florida 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Countryside High School 1988 — 1992
Sonny Wong's Raymond James Financial Inc. Experience December 2012 - Present
Job Business Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. December 2012 - Present
Raymond James Financial Inc. June 2009 - November 2012
Raymond James Financial Inc. November 2006 - November 2009
Skills
Requirements Gathering, SDLC, Visio, Business Analysis, System Testing, SQL, SQL Server Management..., HP NonStop, Troubleshooting, Scrum, Software Documentation, Financial Services, Financial Reporting, Quality Center, User Acceptance Testing, Microsoft SQL Server, Waterfall, Business Requirements, Agile Methodologies, Testing
Education
University of South Florida 2000 — 2005
Bachelor of Science (BS), Management Information Systems, General
Raymond James Financial Inc. December 2012 - Present
Raymond James Financial Inc. June 2009 - November 2012
Raymond James Financial Inc. November 2006 - November 2009
Skills
Requirements Gathering, SDLC, Visio, Business Analysis, System Testing, SQL, SQL Server Management..., HP NonStop, Troubleshooting, Scrum, Software Documentation, Financial Services, Financial Reporting, Quality Center, User Acceptance Testing, Microsoft SQL Server, Waterfall, Business Requirements, Agile Methodologies, Testing
Education
University of South Florida 2000 — 2005
Bachelor of Science (BS), Management Information Systems, General
Christopher R Smith's Raymond James Financial Inc. Experience February 2013 - Present
Job Registered Sales Associate II at VTS Wealth Management of Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2013 - Present
Education
University of Alabama at Birmingham 2007 — 2009
Accounting Equivalency Program, Accounting
Auburn University, College of Business 1992 — 1994
Bachelor’s Degree, Finance
George C Wallace State Community College-Hanceville 1990 — 1992
Pre-Engineering
Raymond James Financial, Inc. February 2013 - Present
Education
University of Alabama at Birmingham 2007 — 2009
Accounting Equivalency Program, Accounting
Auburn University, College of Business 1992 — 1994
Bachelor’s Degree, Finance
George C Wallace State Community College-Hanceville 1990 — 1992
Pre-Engineering
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS