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
Raymond James Financial, Inc. June 2015 - Present
Dana Co. August 2014 - May 2015
Saks Fifth Avenue October 2013 - August 2014
Bloomingdale's SoHo October 2012 - October 2013
ICONS mrkt + pr. September 2012 - May 2013
New York Girl Style July 2012 - November 2012
The Attic Door March 2006 - August 2012
Hall Communications January 2012 - June 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Leblon Cachaca July 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, Press Releases, Visual Merchandising, Merchandise Planning
Education
Florida Southern College 2008 — 2012
Bachelor of Arts (B.A.), Communications, Public Relations and Advertising
Coppertail Brewing Company August 2015 - Present
Raymond James Financial, Inc. August 2015 - Present
Bloomin' Brands, Inc. May 2015 - August 2015
Coton Colors September 2014 - May 2015
Elite Daily April 2014 - December 2014
Macy's February 2014 - April 2014
Macy's November 2013 - February 2014
Macy's September 2013 - November 2013
Long’s Photography March 2011 - July 2013
Skills
Marketing, Advertising, Social Media, Sales, Customer Service, Marketing Strategy, Event Planning, Retail, Budgets, Leadership, Fundraising, Survey Monkey, Press Releases, Public Speaking, Time Management, Microsoft Excel, Microsoft Word, Management, Customer Satisfaction, Visual Merchandising, Coaching, WordPress, Organizational Skills, Teamwork, Proven Leadership Skills, Team Management, Merchandising, Sales Management, Editing, Microsoft Office, PowerPoint, Data Analysis, Social Networking, Etsy, Research, Hiring, Fashion, Human Resources, Sales Operations, Inventory Management, Adobe Creative Suite, Shopify, Resume Design, Creative Writing
Education
University of Tampa 2014 — 2016
Master of Business Administration (M.B.A.), Marketing Concentration
Florida State University 2011 — 2013
Bachelor of Science (B.S.), Marketing, Business Management, 3.3 GPA
Raymond James Financial, Inc. October 2014 - Present
Raymond James Financial, Inc. October 2014 - Present
Carr, Riggs & Ingram, LLC October 2012 - September 2014
Carr, Riggs & Ingram, LLC February 2011 - September 2012
DISC Village, Inc September 2008 - January 2011
Department of Financial Services February 2008 - August 2008
Pearson & Myers, PA May 2006 - February 2008
Law Offices of R. Frank Myers, Esq. September 2002 - April 2006
Skills
CPA, CFE
Education
Florida State University 2007 — 2009
Bachelor's degree, Accounting and Finance
Florida State University 2003 — 2007
Bachelors of Science, Accounting and Finance
Discover Financial Services July 2015 - Present
Raymond James Financial, Inc. December 2013 - May 2015
Castle Keepers Realty 2003 - January 2013
KPMG LLP 2006 - 2013
Watson Wyatt Worldwide 2004 - 2005
Gresham Partners, LLC 2003 - 2004
Great Alaska Pizza Co 2001 - 2004
Afognak Native Corporation 2002 - 2002
Robertson Stephens, LLC 2000 - 2001
EY 1998 - 2000
Skills
Team Building, Budgets, Human Resources, Administrative..., Calendars, Travel Arrangements, Proposal Writing, Accounting, Management, Mergers, Risk Management, Fundraising, Time Management, Event Planning, Office Management, Finance, Marketing
Education
Des Moines Area Community College 1980 — 1984
Computer Programming
Pritchard & Jerden May 2013 - Present
JP Morgan Securities August 2009 - April 2013
Raymond James Financial, Inc. August 2006 - August 2009
Wells Fargo 2004 - 2006
Skills
Asset Allocation, Investments, Series 7, Series 63, Alternative Investments, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Securities, Equities, Portfolio Management, Asset Management, Retirement, Life Insurance, Insurance
Education
The University of Georgia 1999 — 2001
Florida State University
The Westminster Schools 1992 — 1996
Raymond James Financial, Inc. August 2015 - Present
Citi October 2014 - August 2015
The Bank of Tampa January 2014 - August 2014
SunTrust Bank April 2013 - November 2013
The Westin Tampa Bay; Impact Properties, Inc. October 2012 - April 2013
eTax Partners January 2012 - April 2012
ARI Global, Inc March 2011 - October 2011
eTax Partners December 2010 - March 2011
David G Chiodo & Associates May 1999 - August 2005
Skills
Anti Money Laundering, Compliance, Data Analysis, Banking, Commercial Banking, Investment Banking, Customer Service, Leadership, Management, Sales, Marketing, Social Networking, Technology, CRM, Social Media, LinkedIn, Facebook, Public Speaking, Network Manager, Time Management, Internal Audit, Quality Assurance, Financial Analysis, Analysts
Education
Florida State University 2007 — 2010
Humanities, Business/English
Raymond James Financial, Inc. April 2015 - Present
SS&C Technologies February 2014 - April 2015
Deaconess Health System October 2013 - February 2014
Deaconess Health System October 2011 - October 2013
Time Warner Cable December 2008 - October 2011
Skills
Help Desk Support, Telecommunications, Professional Audio, Structured Cabling, Copper Cabling, Desktop Support, Microsoft Office, Active Directory, Remote Desktop, networking, Router Configuration, Software Installation, Technical Support, Printers, Cabling, Java, Desktop Deployment
Education
Ivy Tech Community College 2009 — 2012
Associate of Applied Science, Computer Information Technology
Lake Michigan College
The Huffington Post November 2012 - Present
Florida State University August 2009 - Present
University of Phoenix May 2009 - Present
Raymond James Financial, Inc. March 2015 - Present
CCi January 2014 - February 2015
The University of Tampa August 2013 - February 2014
H.U.M.A.N. Healthy Vending Franchisee June 2011 - December 2013
Hillsborough County Library Board January 2008 - August 2009
Tampa Police Department July 2002 - August 2009
Specialty Division May 2007 - January 2009
Skills
Entrepreneurship, Small Business, Research, Law Enforcement, Criminology, Politics, Organization Of Events, Teaching, Enforcement, Analysis, Leadership, Criminal Justice, Management, Public Speaking, Leadership Development, Time Management, Private Investigations, Event Planning, Counterterrorism, Policy, Police, Emergency Management, Government, Community Outreach, Budgets, Courts, Criminal Law, Crisis Management, Grant Writing, Higher Education, Homeland Security, Intelligence, Interpersonal Skill, Investigation, Policy Analysis, Public Policy, Security, Public Safety, Program Evaluation, Criminal Investigations, Training, Nonprofits, Fundraising, Microsoft Office, Social Networking, Team Building
Education
Florida State University 2009 — 2014
PhD, Criminology, Doctorate
University of South Florida 2006 — 2008
Master of Arts, Criminal Justice Administration
Florida State College at Jacksonville 2002 — 2002
Law Enforcement Certification, Law Enforcement
Florida Southern College 1997 — 2001
BS, Criminology
Raymond James Financial, Inc. January 2015 - Present
Electro Rent Corporation May 2012 - August 2014
Roadmaster Drivers School 2009 - 2012
Olympic Staffing Services 2007 - 2009
Skills
Human Resources, Recruiting, Training, Outlook, Microsoft Excel, Administrative...
Education
Florida State University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Raymond James Financial, Inc. May 2015 - Present
Coldwell Banker Real Estate April 2014 - July 2015
Diversified Maintenance November 2013 - May 2015
District School Board of Pasco County February 2013 - December 2013
Skills
Team Building, Real Estate, Customer Service, Sales, Leadership, Negotiation, Logistics, Operations Management, Microsoft Excel, Advertising, Budgets, Social Media, Training, Microsoft Office
Education
Georgia Southern University 2008 — 2010
Bachelor's degree
Tampa School of Real Estate
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. January 2014 - June 2015
Raymond James Financial Inc. July 2012 - January 2014
Capital One Finance April 2011 - August 2012
Eckerd College September 2007 - May 2011
Skills
Risk Management, Finance, Outlook, Financial Risk, Public Speaking
Education
Eckerd College 2007 — 2011
Business Administration (B.A.), 3.66
Massachusetts College of Pharmacy and Health Sciences 2006 — 2006
Bishop Hendricken High School 2002 — 2006
College Prep
West Bay Christian Academy 1997 — 2001
Christian Education
Raymond James Financial, Inc. July 2015 - Present
Freelance Public Relations June 2014 - Present
Finn Partners July 2014 - July 2015
Roar Media March 2014 - July 2014
180 Communications June 2013 - March 2014
180 Communications January 2013 - June 2013
Dalton Agency May 2012 - August 2012
American Lung Association January 2012 - April 2012
The Zimmerman Agency April 2011 - December 2011
Kidd Group June 2010 - August 2010
Skills
Press Releases, Public Relations, Social Media, Newsletters, Strategic Communications, Event Planning, Vocus, Media Relations, Blogging, Cision, Hootsuite, Facebook, Editing, Tumblr, InDesign, Microsoft Office, Marketing Communications, Advertising, Social Networking, Photoshop, Qualtrics, Copywriting, Marketing, Broadcast, Social Media Measurement, Crisis Communications, Social Media Marketing, Pitching Media, AP Style, Editorial, Non-profits, Media List Building, Social Media Outreach, Corporate Communications, Public Speaking, Constant Contact, Internal Communications, Speech Writing, Integrated Marketing, Copy Editing, Pinterest, Google Analytics, Communications Planning, Email Marketing, Instagram, Adobe Creative Suite, Creative Writing, Tweet Deck, Publicity
Education
Florida State University 2009 — 2013
Bachelor of Science, Public Relations
Raymond James Financial, Inc. June 2015 - Present
GE Capital July 2013 - June 2015
eVenture Technologies, LLC November 2012 - July 2013
CSC September 2011 - November 2012
Kforce August 2009 - September 2011
TEKSystems\Northrup Grumman 2009 - 2009
Skills
Servers, Security, JavaScript, Microsoft Exchange, Technical Writing, BMC Remedy, Network Administration, Active Directory, Change Management, System Administration, Network Security, Windows Server, Technical Support, XP, Troubleshooting, Networking, Laptops, Citrix, VMware, Hardware, Software Installation, Firewalls, DNS, Group Policy, DHCP, Disaster Recovery, Routers, IIS, Virtualization, Printers, Information Technology, Access, VMware ESX, Windows 7, Computer Security, Operating Systems, Server Administration, HP, Help Desk Support, Computer Hardware, System Deployment, SharePoint, Cisco IOS, Visio, Software Documentation, Information Assurance, Powershell, IT Management, Network Engineering, Red Hat Linux
Education
Florida Institute of Technology 2013 — 2015
Master of Science (M.S.), Information Technology - Cybersecurity, 4.0
Western Governors University 2011 — 2012
Bachelor of Science (BS), Information Technology - Network Administration
Raymond James Financial, Inc. May 2015 - Present
Florida Supreme Court January 2015 - April 2015
Bankers Financial Corporation September 2014 - December 2014
13th Judicial Circuit May 2014 - June 2014
Anidjar and Levine PA May 2013 - August 2013
Akerman Senterfitt June 2012 - May 2013
Ruby Tuesday May 2010 - August 2012
North Florida Financial Corporation January 2012 - April 2012
Kerr & Downs Research May 2011 - August 2011
Skills
Time Management, Public Speaking, Legal Research, Legal Writing, Public Relations, Negotiating, Customer Service, Leadership, Teamwork, Microsoft Word, PowerPoint, Training, Microsoft Excel, Outlook, Microsoft Office, Market Research, Social Networking, Editing, Facebook
Education
Stetson University College of Law 2013 — 2016
Doctor of Law (J.D.)
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Finance and Economics, Cum Laude
Jensen Beach High School 2005-2009 2005 — 2009
Raymond James Financial, Inc. March 2015 - Present
Tampa Bay Water September 2014 - December 2014
Florida Center for Reading Research June 2013 - September 2014
FSU College of Communication & Information August 2013 - July 2014
Florida State University September 2012 - July 2014
Florida State University World Affairs Program April 2013 - April 2014
FSU College of Communication & Information May 2013 - December 2013
U.S. Department of State May 2012 - August 2012
Florida State University January 2012 - April 2012
Skills
Public Speaking, Social Media, Event Planning, Research, Public Relations, International Relations, Public Policy, Politics, Policy Analysis, Microsoft Office, Community Outreach, French, Teaching, Non-profits, Copywriting, Fundraising, Volunteer Management, Raiser's Edge, Editing, Facebook, PowerPoint, Press Releases, Writing, Newsletters, Internal Communications, Strategic Communications, Communication, SharePoint
Education
Florida State University 2013 — 2014
Master of Science (MS), Communication and Media Studies, 3.9
Florida State University 2008 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs
Florida State University 2008 — 2012
Bachelor of Science (BS), Political Science and Government
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. June 2014 - August 2014
ABOVE May 2012 - August 2012
Food Network June 2011 - August 2011
Trellus Management June 2010 - August 2010
Skills
Business Development, Entrepreneurship, Start-ups, Business Strategy, Leadership, Financial Modeling, Marketing, Market Research, Competitive Analysis, Marketing Strategy, Corporate Finance, Valuation
Education
Duke University 2011 — 2015
Bachelor's Degree, Mechanical Engineering, Finance
UNSW Australia 2013 — 2013
Bachelor of Science (B.Sc.), Mechanical Engineering
Brown & Haught Financial Group, Inc. November 2013 - Present
Raymond James Financial Inc. November 2011 - November 2013
Raymond James Financial, Inc. May 2005 - November 2011
UBS February 2002 - May 2005
Raymond James Financial Inc. September 1995 - February 2002
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Florida 1993 — 1995
Bachelor of Science (B.S.), Finance and Financial Management Services
Edison Community College 1991 — 1993
Associate of Arts (A.A.), Business Administration and Management, General
Miami Norland Senior HS
High School Diploma
Raymond James Financial, Inc. August 2015 - Present
BaubleBar Inc. July 2014 - August 2014
Citrin Cooperman May 2012 - August 2014
Bauer Media Group - USA May 2013 - August 2013
Unilever March 2012 - March 2012
Skills
Human Resources, Labor Relations, People Skills, Consulting, Analytics, Organization, Time Management, Accounting Applications, Social Media, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Social Networking, Public Relations
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Labor and Industrial Relations
University of Warwick - Warwick Business School 2014 — 2014
Bachelor of Science (B.S.), International Business
Raymond James Financial, Inc. 2008 - 2009
Invesco Ltd. 2003 - 2007
Prudential Financial, Inc. 2001 - 2003
Prudential Financial, Inc. 2000 - 2001
Thomson Reuters 1998 - 2000
Skills
Investments, Mutual Funds, Asset Management
Education
Stetson University College of Law 2007 — 2010
Doctor of Law (J.D.)
Georgia State University 1996 — 1998
Master of Business Economics
Morehouse College 1988 — 1993
B.A. in Economics
Raymond James Financial, Inc. March 2015 - Present
Raymond James & Associates, Inc July 2013 - Present
Raymond James & Associates, Inc October 2012 - July 2013
Raymond James & Associates, Inc September 2010 - October 2012
JPMorgan Chase August 2004 - August 2010
Waddell & Reed February 2003 - August 2004
Skills
Corporate Actions, Customer Service, Financial Services, Sales Management, DTC, Dividends, Proxy Voting, Euroclear, Series 6, Series 63, Back Office, Bonds, Equities, FINRA, Middle Office, Settlement, Investments, Change Management, Global Custody, Operations Management, Prime Brokerage, Foreign Currency..., Project Management, Human Resources, Financial Markets, Securities, Bloomberg, Fixed Income, Operational Risk, Stocks, Securities Lending, SWIFT payments, Foreign Exchange, Operational Risk..., Banking, Credit, Mutual Funds, SWIFT messaging, Bloomberg Terminal, Alternative Investments, Uniform Combined State..., Finance, Equity Trading, ETFs, Equity Derivatives, Business Requirements, Financial Risk, Electronic Trading, Trading, Trading Systems
Education
Eastern Michigan University
Bachelor of Business Administration (BBA), Finance
Raymond James Financial, Inc. May 2015 - August 2015
Skills
Computer Science, Theoretical Computer..., Mathematics, Discrete Mathematics, Java, C++, Programming, Linux, Microsoft Office, Software Development, C#
Education
Florida State University 2013 — 2015
Bachelor of Science (B.S.), Computer Science
St. Petersburg College 2007 — 2009
Associate's degree, General Studies
Raymond James Financial, Inc. May 2015 - Present
New York Life Insurance Company September 2014 - May 2015
Transamerica Financial Advisors, Inc. June 2009 - July 2014
Raymond James January 2007 - June 2009
Franklin Templeton Investments May 2005 - January 2007
Skills
Mutual Funds, Securities, Investments, FINRA, Financial Advisory, Bonds, Fixed Income, Options, Marketing, Training, Financial Services, Retirement Planning, Investment Advisory, Finance, Customer Service, Equities, Organizational..., Portfolio Management, Wealth Management, Fixed Annuities, Retirement, Investment Strategies, Asset Management, IRAs, Asset Allocation, Relationship Management, Social Media Marketing, Building Relationships, Business Networking, Communication, Creative Problem Solving, Networking, Public Speaking, Seminar Marketing, Equity Trading, Series 7, FINRA Series 55, Time Management, Series 6, Customer Satisfaction
Education
Florida State University 2014 — 2016
Bachelor of Science (B.S.), Interdisciplinary Social Science
St. Petersburg College 2009 — 2014
Associate of Arts (A.A.), Finance, General, 3.5 GPA
Kelso High School 1990 — 1992
Diploma, Business/Commerce, General, 3.65
Kalama School 1980 — 1990
n/a, General
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. September 2012 - June 2015
Raymond James Financial Inc. November 2010 - September 2012
PricewaterhouseCoopers - Service Delivery Center (PwC SDC) September 2009 - November 2010
Skills
Series 7, Financial Advisory, Wealth Management, Retirement Planning, Retirement, 401k, Mutual Funds, Estate Planning, Asset Allocation, Investments, Strategic Financial..., Training, Employee Training, Instructor-led Training, Hands-on Training, Technical Training, Presenting to Clients, Presentations, Live Broadcast, Customer Service..., Risk Management, Financial Services
Education
Florida State University 2005 — 2009
Finance
Raymond James Financial, Inc. June 2015 - Present
Copeland's of New Orleans August 2011 - October 2012
Skills
Social Media, Customer Service, Teamwork, Microsoft Office, Nonprofits, Leadership, Event Planning, Time Management, Social Networking, Public Speaking, Fundraising, Event Management, Outlook, Budgets, Training, PowerPoint, Microsoft Excel
Education
Eckerd College 2012 — 2015
Bachelor of Business Management, Finance
Louisiana State University 2009 — 2009
International Business
West Monroe High School
Raymond James Financial, Inc. April 2010 - Present
Morgan Stanley Smith Barney November 2005 - April 2010
Paychex March 2002 - November 2005
Skills
Asset Allocation, Retirement, Retirement Planning, Investment Advisory, Wealth Management, Finance, Retirement Plan..., Series 7, Series 63, Profit Sharing, Financial Advisory, IRAs, Mutual Funds, Investment Strategies, Fixed Annuities, Pensions, Strategic Financial..., Wealth Accumulation, Small Business, Defined Benefit
Education
Eastern Illinois University 1989 — 1993
B.S., Economics
Raymond James Financial, Inc. June 2015 - Present
GlobeOp Financial Services April 2012 - May 2015
UBS Investment Bank February 2010 - September 2011
Medicmatics November 2008 - January 2010
UBS Investment Bank April 2007 - November 2008
United Healthcare September 2004 - April 2007
The Computer Merchant February 2004 - August 2004
Fleet Bank November 2002 - February 2004
Cap Gemini Ernst & Young 1999 - 2001
Skills
SDLC, Software Development, Oracle, Software Project..., Java, Enterprise Architecture, SOA, Program Management, Strategy, OOP, ClearCase, Agile Methodologies, Management, Requirements Analysis, SQL, Team Building, Business Process..., Leadership, Core Java, Business Analysis, Visual Studio, Vendor Management, Design Patterns, JBoss Application Server, Integration, Consulting, Unix
Education
New Jersey Institute of Technology 1996 — 1999
MS, Computer Science
Osmania University 1991 — 1995
Btech, chemical engineering
Hyderbad Public School
Johns Hopkins Bloomberg School of Public Health
Universal Orlando May 2011 - December 2011
Pershing May 2007 - April 2011
Raymond James Financial, Inc. December 2004 - January 2006
Skills
Sales, Analysis, Process Improvement, Marketing, CRM, Variance Analysis, Microsoft Excel, Outlook, Customer Service, Event Planning, Microsoft Office, Social Media, Access, Financial Services
Education
University of Florida - Warrington College Of Business 2010 — 2012
MBA
Florida State University 1997 — 1999
Bachelor's Degree, Multinational Business & Marketing
G2 Auto Advisors 2014 - Present
Michael Gerard Designs 2014 - 2015
Global Direct Equities 2014 - 2015
Raymond James Financial, Inc. 2010 - 2012
Lek Securities 2003 - 2010
BBVA 1997 - 2002
Bankers Trust 1996 - 1997
J.P. Morgan 1992 - 1996
Skills
Trading, Emerging Markets, Capital Markets, Securities, Latin America, Start-ups, Finance, Equities, Investments, Management, Hedge Funds, Financial Markets
Education
Duke University - Fuqua School of Business 1984 — 1986
Master of Business Administration (MBA)
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Savory Spice Shop Franklin August 2012 - Present
Capital One August 1998 - May 2013
Raymond James Financial, Inc. March 1997 - August 1998
The Omnia Group, Inc. April 1994 - January 1997
Nabisco Biscuit Company February 1991 - April 1994
Skills
Sales, Sales Operations, Customer Acquisition, Customer Satisfaction, Culinary Education, Customer Service, Entrepreneurship, Retail, Marketing Strategy, Small Business, Marketing, Social Networking
Education
Florida State University 1988 — 1990
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Leto high school 1982 — 1985
Diploma
Raymond James Financial, Inc. August 2015 - Present
FGCU Endowment Fund August 2010 - May 2011
Small Business Development Center August 2010 - April 2011
Skills
Portfolio Management, Equity Analysis, Fixed Income Analysis, Alternative Investment..., Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint
Education
Florida International University 2013 — 2014
Master of Science (M.S.), Finance
Florida Gulf Coast University 2006 — 2011
Bachelor of Science (B.S.), Finance
Florida Gulf Coast University 2006 — 2011
Bachelor of Science (B.S.), Economics
Raymond James Financial, Inc. June 2015 - Present
BankStaff December 2014 - June 2015
MedPro Personnel December 2013 - December 2014
S-E-A August 2003 - January 2013
Merial 2002 - 2003
Forest Investment Associates 1999 - 2001
Primerica Financial Services 1984 - 1997
Northlake Porsche Audi and Mazda 1981 - 1983
Skills
PowerPoint, Customer Relations, Microsoft Office, Customer Service, Outlook, Insurance, Word, Excel, Clemson University..., Forestry course held at..., Business English, Microsoft Excel, Management, Marketing, Contract Negotiation, Analysis, Time Management, Public Speaking, Negotiation, Microsoft Word, Leadership, Strategic Planning, Event Planning, Training, Project Management, Sales, Budgets, Team Leadership
Education
Mercer University 1983 — 1985
Business Administration
Dekalb Community College 1984 — 1986
Business Administration
Lakeside High School 1977 — 1982
Wells Fargo September 2014 - Present
Bank of America January 2003 - September 2014
Raymond James Financial, Inc. August 2000 - January 2003
Raymond James Financial Inc. June 1999 - May 2000
Skills
Financial Services, Corporate Law, Litigation, Securities Regulation, Management, Human Resources, Arbitration, Wealth Management, Operational Risk..., Analytics, Banking, Risk Management, Securities
Education
Stetson University College of Law 1997 — 2000
JD/MBA, Law; Business Administration
Furman University 1993 — 1997
B.A., Business Administration
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial December 2013 - May 2015
Raymond James Financial May 2012 - December 2013
Raymond James Financial January 2010 - May 2012
Raymond James Financial June 2008 - January 2010
Raymond James Financial May 2007 - June 2008
Florida State University 2007 - 2007
BBDO May 2006 - August 2006
Skills
Advertising, Integrated Marketing, Customer Insight, Marketing Communications, Media Planning, Digital Marketing, Direct Marketing, Social Media Marketing, Creative Direction, Email Marketing, Direct Mail, Marketing, Brand Development, Digital Strategy, Marketing Strategy, Digital Media, Marketing Research, Brand Management, Market Research, Online Marketing, Online Advertising, Facebook, Media Buying, Account Management, Market Planning
Education
University of Tampa - John H. Sykes College of Business 2014 — 2017
Master of Business Administration (MBA)
Florida State University 2003 — 2007
B.S., Advertising, Magna Cum Laude
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial Inc. September 2012 - April 2014
Raymond James Financial Inc. January 2011 - September 2012
Raymond James Financial Inc. May 2010 - December 2010
GCUS Institute, Inc September 2009 - May 2010
Franklin Templeton Investments June 2008 - September 2009
Skills
Mutual Funds, Cost Basis Reporting, Portfolio Management, Business Process..., Fixed Income, Bloomberg, Associate Engagement, Technical Writing, Technical Documentation, Technical Product..., Cost Basis, Software Documentation, Analysis, Account Reconciliation, Educational Technology, Adult Education, Associate Development, Visio, Financial Education, Training Delivery, Technical Training, Hands-on Training, Professional Mentoring, Accounting Research, SharePoint, SharePoint Designer, Live Meeting, Equities, Captivate, Lync, Learning Management, Learning Management..., PowerPoint development, Prezi, Series 7, Financial Services, Process Improvement, Management, Investments
Education
Florida State University - College of Business
Bachelor of Science (BS), Finance and Financial Management Services
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial, Inc. June 2014 - June 2015
Goldman Sachs June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
Skills
Adaptability, Highly personable, Motivated self-starter, Challenge Driven, Work in A Fast Paced..., Communicative Skills, Team-oriented, Deadline Oriented, Team Leadership, Financial Risk, Time Management
Education
University of South Florida 2010 — 2014
Bachelor's of Science in Business Administration, Finance, Summa Cum Laude
Hogeschool INHOLLAND 2013 — 2013
Semester Exchange, International Business and Corporate Management
Raymond James Financial, Inc. February 2015 - Present
SunTrust Investment Services, Inc. January 2012 - February 2015
Wells Fargo April 2008 - January 2012
Charles Schwab March 2004 - April 2008
Electronic Trading Group 2002 - 2004
Truth In Lending 2001 - 2004
Charles Schwab 2000 - 2001
Janus Capital Group 1999 - 2000
Education
Georgetown University
Certified Financial Planner Program
Kaplan University
Financial Risk Management
St. Lawrence University
Bachelor of Arts (B.A.), Economics
Stanstead College
Raymond James Financial, Inc. November 2011 - December 2014
Raymond James Financial, Inc. March 2010 - November 2011
Raymond James Financial, Inc. October 2008 - March 2010
Skills
Equities, Electronic Trading, Trading, Securities, Trading Strategies, CRM, Management, Private Banking, Bloomberg, Financial Markets, Fixed Income, Asset Management, Portfolio Management, Investments, Capital Markets, Investment Banking, Market Analysis, Hedge Funds, Marketing, Fidessa, Series 7, Options
Education
Institut Supérieur de Gestion
Economics
Raymond James Financial, Inc. February 2015 - Present
LCM Global Partners LLC May 2011 - February 2015
Raymond James December 1993 - May 2011
Skills
Hedge Funds, Wealth Management, Financial Planning, Portfolio Management, Alternative Investments
Education
Florida State University College of Law 1988 — 1991
JD, Law
Stetson University 1984 — 1988
Bachelor of Business Administration, Business Economics
Raymond James Financial, Inc. March 2015 - Present
UBS Financial Services 2012 - 2015
Bankers Insurance Services Brokerage 2006 - 2011
State Farm Insurance 2003 - 2006
Skills
Financial Planning, Estate Planning, Strategic Financial..., Retirement Planning, Brokers, Insurance, Retirement, Finance, Wealth Management, Investments, Fixed Annuities, Consulting, Charitable Giving, Social Security Law, Retirement Income..., Income Protection, Financial Advisory, Employee Benefits
Education
Florida State University
Bachelor of Science (B.S.), Business Administration
The American College
Chartered Financial Consultant/ Chartered Life Underwriter
Raymond James Financial, Inc. June 2015 - Present
Casto August 2014 - June 2015
The Park National Bank August 2012 - August 2014
CIF Marketplace June 2011 - August 2011
Vander Autos June 2010 - August 2010
Skills
Loans, Portfolio Management, Commercial Lending, Financial Analysis, Analysis, Loan Origination, Financial Modeling, Investments, Asset Based Lending, Corporate Finance, Valuation, Due Diligence, Risk Management, Commercial Real Estate, Asset Management, Finance, Microsoft Office
Education
Dartmouth College 2008 — 2012
Bachelor of Arts, Economics
Saint Charles Preparatory School 2004 — 2008
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. 2013 - Present
Bright House Networks 2005 - 2013
Skills
Leadership, Business Development, Strategic Planning, Team Building, Financial Planning, Finance, Marketing, Investments, Public Speaking, Management
Education
Flagler College 2002 — 2005
Bachelor of Arts (B.A.)
University of South Florida 2001 — 2002
Raymond James Financial, Inc. December 2014 - Present
Raymond James Financial Inc. June 2010 - December 2014
Ernst & Young October 2009 - August 2010
Ernst & Young June 2008 - August 2008
Skills
CPA, Internal Audit, Internal Controls, Financial Services, GAAP, SEC filings, Sarbanes-Oxley Act, External Audit, Auditing, Assurance
Education
University of South Florida 2008 — 2009
Master's degree, Accounting
Florida State University 2004 — 2008
Bachelor of Science, Accounting
Raymond James Financial, Inc. March 2015 - Present
UBS Wealth Management September 1992 - March 2015
Education
Hamilton College 1984 — 1989
BA
Stuyvesant High School 1980 — 1984
HS Diploma
Raymond James Financial, Inc. April 2015 - August 2015
Raymond James Financial Inc. October 2014 - April 2015
AIG June 2014 - October 2014
Ferguson Enterprises August 2013 - June 2014
Kraft Foods August 2012 - July 2013
Primary Source: The Indiana University Undergraduate Journal of History April 2011 - July 2013
Indiana University Historical Society April 2011 - July 2013
Indiana University Rec Sports September 2011 - November 2011
Home City Ice February 2011 - June 2011
Fastenal July 2010 - December 2010
Skills
Editing, Sales, History, Analysis, Process Improvement, Customer Service, Project Planning, Sales Operations, Social Media, Management, Microsoft Office, Leadership, Marketing, PowerPoint, Team Building, Finance, Public Speaking, Sales Management
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (B.A.), History
Western High School 2005 — 2009
Raymond James Financial, Inc. April 2015 - Present
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. December 2012 - June 2014
Wyndham Vacation Ownership September 2011 - June 2012
Servant Investments, LLC June 2010 - August 2010
University Diagnostic Institute June 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Accounting, Project Coordination, Customer Satisfaction, Managerial Finance, Financial Reporting, Employee Training, Team Leadership, Long-term Customer..., Sales Management, Customer Service, Asset Management, Leadership, Microsoft Excel, Microsoft Office, Investments, Series 7, Management, Public Speaking
Education
Florida State University 2007 — 2011
BS, Finance
Raymond James Financial, Inc. May 2015 - Present
Citi October 2014 - May 2015
Merlin Entertainments plc June 2013 - October 2014
Merlin Entertainments plc September 2012 - June 2013
Merlin Entertainments Group August 2011 - June 2013
Merlin Entertainments plc March 2012 - September 2012
USF Polytechnic Food Quality Lab March 2011 - July 2011
Sears Holdings Corporation November 2007 - January 2009
Skills
Marketing Strategy, Marketing, Social Media Marketing, Social Media, Event Management, Marketing Communications, Marketing Research, Event Planning, Management, Negotiation, Regulatory Compliance, Financial Analysis, AML Analysis, Anti Money Laundering, Financial Reporting, Financial Markets
Education
Florida State University - College of Business 2006 — 2010
Bachelor of Science, Marketing and Finance
Self-Employed April 2014 - Present
Self Employed November 2012 - Present
Self-Employed March 2012 - Present
My Foot In The Door November 2010 - December 2011
Winn Dixie Stores October 2009 - October 2010
Raymond James Financial, Inc. May 2007 - August 2007
Publix Super Markets, Inc. October 2000 - August 2006
Florida Army National Guard - 153rd Cavalry Scouts of the 53rd Infantry Brigade September 1993 - January 1998
Skills
Start-ups, Enterprise Architecture, Solution Architecture, Cloud Computing, Windows Azure, Change Management, Entrepreneur, Published Author, Documentary, Business Analysis, Film Production, IT Outsourcing, Analysis, Product Development, Program Management, Business Strategy, Project Planning, SDLC, Process Improvement, Florida Bar, Hydrogen, Hydrogen Fuel Cells, Desalination, Business Process..., Entrepreneurship, Business Intelligence, Integration, Vendor Management, SharePoint, Visio, Information Technology, IT Strategy, CRM
Education
University of Detroit Mercy School of Law 2006 — 2009
JD, Juris Doctorate
Saint Leo University 2001 — 2003
MBA, Master of Business Administration
Florida State University 1996 — 2000
BS, Management Information System
Raymond James Financial, Inc. July 2015 - Present
Sterne Agee May 2014 - July 2015
Keefe, Bruyette & Woods, Inc. April 2007 - May 2014
Crowe Horwath LLP 1987 - 2007
Skills
Financial Institutions, Sarbanes-Oxley Act, Security, IT Audit, SAS70, Auditing, Internal Controls, COSO, Risk Management, Mergers & Acquisitions, Internal Audit, Enterprise Risk...
Education
Ferris State University 1984 — 1986
BS, Computer Information Systems
Raymond James Financial, Inc. March 2015 - Present
Total Quality Logistics January 2010 - March 2015
Power Design Inc. 2005 - 2009
Skills
Inside Sales, Interviewing, Sourcing, College Recruiting, Account Management, Hiring, Management, Freight, Shipping, Sales, Sales Management, Interviews, Leadership, Customer Service, Recruiting, Logistics, Technical Recruiting, Training, Temporary Placement, Applicant Tracking..., Truckload, Recruitment Advertising, Cold Calling, Negotiation, Employee Relations, Trucking, Human Resources, Talent Acquisition, Onboarding, Networking, Marketing, Internet Recruiting
Education
University of Florida 2002 — 2004
Bachelor of Arts (BA), Business Administration
Florida State University 2000 — 2002
Associate's Degree
Raymond James Financial, Inc. February 2015 - Present
Morgan Stanley January 2002 - February 2015
First Manhattan Co. January 1992 - January 2002
Merrill Lynch October 1983 - January 1992
Skills
Financial Planning, Financial Services, Investments, Series 7, Series 63, Series 65, Portfolio Management, Financial Risk...
Education
Florida International University
Bachelor's degree
Georgetown University September 2011 - Present
Aflac January 2012 - August 2015
U.S. House of Representatives September 2013 - May 2014
Raymond James Financial, Inc. May 2013 - June 2013
Skills
Event Planning, Sales, Marketing Communications, Critical Thinking, Teamwork, Team Leadership, Research, Writing, Management, Public Speaking, Leadership, Customer Service, Facebook
Education
Georgetown University 2011 — 2015
Bachelor’s Degree, Political Science and Government, GPA: 3.4; Major GPA: 3.5
Ocean City High School 2007 — 2011
High School, GPA: 4.2
Raymond James Financial, Inc. May 2015 - Present
Jon Ericson IT consulting January 2009 - Present
KHS&S Contractors April 2004 - November 2008
Watkins Motor Lines April 2001 - July 2003
Intermedia Communications inc February 1995 - August 2000
Lebhar-Friedman May 1993 - February 1995
Skills
Computer Hardware, Computer Security, Computer Repair, Computer Network..., Computer Maintenance, Computer Proficiency, Software Development, Software Installation, Software Design, Software Documentation, Customer Service, Customer Satisfaction, Customer Relations, Customer Support, Web Design, Web Development, Website Development, Web Services, Networking, Network Administration, Network Security, VB.NET, VBScript, JavaScript, Java Applets, Visual Basic, Visual Studio, Video Conferencing, Video Production, Video Editing, Audio Engineering, Audio Editing, Audio Post Production, Audio Mixing, Audio Visual Support, Consulting, Music Production, Music Videos, Guitar Playing, Drums, Vocals, song writing, Band Management, Mac & PC platforms, Virtual PC, Technical Support, Servers, Windows 7, Remote Desktop, Active Directory
Education
Full Sail University 1999 — 2000
Associate of Arts (A.A.), Engineering, A
Hillsborough Community College 1997 — 1998
Psychology, B+
LPL Financial March 2015 - July 2015
Raymond James Financial, Inc. June 2014 - July 2015
Mott and Associates March 2014 - May 2014
Top Notch Lawn Care January 2012 - March 2014
Skills
Accounts Payable, Microsoft Office, Microsoft Word, QuickBooks, Teamwork
Education
Florida State University 2015 — 2018
Bachelor's degree, Accounting and Finance
State College of Florida-Manatee-Sarasota 2014 — 2015
Associate's degree (dual enrollment), Accounting
Raymond James Financial, Inc. August 2015 - Present
Ceridian June 2013 - Present
Ceridian March 2012 - June 2013
Ceridian March 2010 - March 2012
Unum Group January 2008 - December 2009
Fidelity Investments April 2007 - December 2007
Fidelity Investments January 2006 - April 2007
Fidelity Investments March 2000 - January 2006
CVS Caremark Corporation 1998 - 2000
Various Companies March 1988 - July 1998
Skills
Performance Management, Cross-functional Team..., Employee Benefits, Product Development, Contract Negotiation, Sales Management, Technology Needs..., Leadership, CRM, BPO, Data Analysis, Data Analytics and..., HR Outsourcing, Sales Operations, Cross-functional..., Coaching, Management, Strategy, Vendor Management, Process Improvement, SaaS, Training, Outsourcing, Human Resources, Talent Management, Strategic Planning, Analysis
Education
Georgia Institute of Technology 1982 — 1987
BS
Raymond James Financial, Inc. February 2015 - Present
Florida State University January 2011 - July 2013
Student Housing Solutions, LLC May 2011 - July 2011
Skills
Higher Education, Research, Data Analysis, Qualitative Research, Microsoft Office, Microsoft Excel, Statistics, PowerPoint, Microsoft Word, Social Media, Sports, Economics, Student Affairs, Event Planning, Student Development, Policy Analysis, International Relations, Training, Quantitative Analytics, Customer Service
Education
Florida State University 2012 — 2014
Master of Science (MS), International Relations and Affairs
Florida State University 2008 — 2012
Bachelor of Science (BS), Applied Economics
H.B. Plant High School 2004 — 2008
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. October 2014 - August 2015
the Bradford Group April 2014 - September 2014
The Zimmerman Agency April 2013 - March 2014
The Zimmerman Agency July 2012 - April 2013
Sachs Media Group January 2010 - May 2012
InterContinental Hotels Group June 2011 - August 2011
FPRA Tallahassee Student Chapter May 2010 - April 2011
Skills
Public Relations, Press Releases, Media Relations, Cision, Vocus, AP Style, Social Media, Event Planning, Client Relations Skills, Content Development, Microsoft Office, WordPress, Public Corruption, Facebook, Strategic Communications, Crisis Communications, Publicity, Marketing, Corporate Communications, Event Management, Integrated Marketing
Education
Florida State University
Public Relations, Minors in Business and Hospitality Management
Raymond James Financial, Inc. April 2015 - Present
Digital Lightwave August 2012 - March 2015
Kids Incorporated May 2011 - January 2012
Skills
Adobe Photoshop, Mac Computers, PC Computers, Adobe Illustrator, Adobe InDesign, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Publisher, Wacom Tablet, D-SLR Cameras, Film Cameras, Drawing, Painting, PowerPoint, InDesign, Magazines, Marketing, Photoshop, Adobe Creative Suite, Illustrator
Education
Florida State University 2008 — 2012
Bachelor of Arts (B.A.), Graphic Design
Raymond James Financial, Inc. June 2015 - August 2015
Tsinghua University June 2014 - August 2014
GE Capital June 2014 - June 2014
Skills
Personal Finance, Business, Investment Strategies, Financial Advisory, Information Systems, Teamwork, Leadership, Event Planning, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Spanish, Social Networking, Customer Service, Research, Financial Analysis, Financial Planning, Microsoft Excel, Social Media, Time Management, Financial Modeling, Facebook
Education
University of Florida 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General, 3.87
Florida International University 2012 — 2013
Berkshire Hathaway Home Services - Florida Properties Group September 2015 - Present
Also, Bob Hogue School of Real Estate March 1983 - Present
Raymond James Financial, Inc. May 1991 - March 2015
Skills
Licensed Florida Real..., Licensed Florida Real..., Series 7, Series 63, Securities, FINRA, Series 24
Education
Eckerd College 2005 — 2012
Major - B.S. Business Management, Minor - International Management, GPA - 3.82 - Deans List Status
GSA July 2015 - Present
Raymond James Financial, Inc. February 2014 - July 2015
Millennium Challenge Corporation June 2012 - August 2012
BankAtlantic May 2010 - May 2011
Skills
Research, Social Media, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
George Mason University 2012 — 2013
Bachelor of Arts (BA), Government Administration & International Politics
Raymond James Financial, Inc. February 2015 - Present
Athletes Excel September 2012 - Present
Nucci Medical Clinic February 2013 - February 2015
Jim Dodson Law August 2012 - February 2013
The Holland Group February 2012 - April 2012
Stacey Simmons Sports Training May 2009 - March 2012
McKinney-Cerne Inc. June 2011 - August 2011
The National Basketball Academy March 2011 - August 2011
The Center for Special Needs Trust Administration May 2009 - August 2009
Skills
Adobe Creative Suite, Business Strategy, Marketing Strategy, Social Media, Event Management, Research, Event Planning, Social Media Marketing, Sales, Microsoft Office, Marketing, Management, Strategy
Education
John Carroll University 2007 — 2011
Bachelor of Science in Business Administration, Marketing
Raymond James Financial, Inc. January 2015 - Present
Education
Florida Atlantic University
Bachelor’s Degree
Florida Gulf Coast University
Master of Business Administration (M.B.A.)
Raymond James Financial, Inc. August 2014 - Present
Raymond James Financial Inc. May 2011 - August 2014
Skills
Investments, Mutual Funds, Securities, Asset Management, Investment Advisory, Financial Analysis, Financial Advisory, Financial Audits, Databases, Microsoft Excel, Compliance, Process Improvement, Billing Process, Analytic Problem Solving, Accounting, Analysis, Risk Management, Customer Service, Finance, Outlook, Microsoft Office, Teamwork, Project Management, Microsoft Word, Medical Billing, Auditing, Series 7
Education
Florida International University 2011 — 2015
Bachelor of Public Administration, Public Administration
Raymond James Financial, Inc. September 2015 - Present
Archway Finance and Operations (AFO) April 2014 - September 2015
Roche Diagnostics Operations September 2012 - April 2014
Roche Diagnostics Operations June 2011 - September 2012
Brightpoint Inc January 2011 - June 2011
Skills
Account Reconciliation, Accounts Receivable, Accounting, Accounts Payable, Invoicing, Time Management, SAP, Financial Statements, Internal Controls, Cost Accounting, General Ledger, Journal Entries, Accruals, Leadership, Software Implementation, Project Implementation, Wealth Management..., Microsoft Excel, BlackLine, Outlook
Education
Indiana University - Kelley School of Business
Bachelor of Science, Accounting and Finance
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.), Accounting and Finance
Raymond James Financial, Inc. June 2015 - August 2015
Minnesota Elite Girls Lacrosse Club June 2012 - June 2015
SnapApp June 2014 - September 2014
Harvard Alumni Association March 2013 - September 2014
The Blake School 2008 - 2012
Skills
Marketo, Salesforce.com, Social Media Marketing, Marketing
Education
Harvard University 2012 — 2016
Bachelor of Arts (B.A.), Government
The Blake School 2004 — 2012
High School
Raymond James Financial, Inc. February 2015 - Present
The Pampered Palate, LLC May 2001 - February 2015
Northwestern Mutual Financial Network March 2007 - June 2009
Frazier & Deeter, LLC April 2000 - February 2006
Skills
Corporate Events, Event Planning, Pastry, Chef, Culinary Skills, Fundraising, Event Management, Public Relations, Dinners, Social Networking, Recipes, Cooking, Marketing, Social Media
Education
Cornell University 1985 — 1989
B.A.
Raymond James Financial Inc. January 2013 - Present
Raymond James Financial, Inc. January 2011 - December 2012
Total Emed/Spheris/Medquist January 2003 - October 2010
EDIX, A Division of IDX August 1999 - January 2003
National Federation of Independent Business March 1994 - April 1999
Crestar Foods, Former Divison of Heinz Company January 1993 - September 1993
Kroger February 1990 - May 1992
Crye Leike Insurance 1988 - 1990
Skills
HRIS, Benefits Administration, Employee Benefits, Employee Relations, Human Resources, Payroll, Leadership, Policy, Insurance, Customer Service, COBRA, FMLA, PeopleSoft, Talent Management, Performance Management, Employee Engagement
Education
Florida Metropolitan University 1999 — 2001
BS, Management/Marketing
The University of Memphis 1986 — 1991
Human Resources
Diverse World Fashion August 2015 - Present
SLM Technologies, Inc. May 2015 - Present
Florida State University March 2014 - Present
Diverse World Fashion January 2013 - Present
Animal Ethics May 2014 - August 2014
Kudzu Review January 2014 - May 2014
Raymond James Financial, Inc. June 2013 - August 2013
WVFS Tallahassee - 89.7FM September 2012 - May 2013
Skills
Social Media, Microsoft Office, CPR Certified, Lifeguarding, Organizational &..., Social Media Marketing, Microsoft Word, Team Building, Organization Skills, Leadership, Team Leadership, Teamwork, PowerPoint
Education
Florida State University 2012 — 2016
Editing, Writing, and Media, Digital Communication and Media/Multimedia, Senior
Raymond James Financial, Inc. January 2015 - Present
The GMS Group August 2008 - December 2014
Skills
High Net Worth..., Municipal Bonds, Fixed Income, Series 7, Wealth Management, Asset Allocation
Education
Florida State University
SOAR Charter Schools June 2013 - June 2014
SOAR Charter School at Green Valley Ranch August 2012 - May 2013
Raymond James Financial, Inc. June 2007 - October 2010
A.G. Edwards & Sons, Inc. April 1994 - June 2007
Education
The University of Texas at Austin 1980 — 1981
MBA, Accounting and Finance, 3.5
Emory University 1975 — 1979
BBA, Finance, 3.2
Stanley BPS TPP
Raymond James Financial, Inc. July 2015 - Present
BigFoot Kustoms June 2015 - Present
Tallanasty Apparel October 2013 - Present
Raymond James Financial Inc. May 2014 - August 2014
Gander Mountain August 2012 - May 2013
Skills
Investments, Finance, Microsoft Office, Public Speaking, Social Media, Research
Education
Florida State University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Lake Mary High School 2009 — 2013
High School Diploma
Raymond James Financial, Inc. September 2010 - Present
U.S. Census April 2010 - June 2010
Communications Defense August 2007 - December 2008
DRS Milparts June 2003 - August 2007
PricewaterhouseCoopers November 2001 - March 2003
Tech Data Corporation January 1996 - November 2001
Education
Florida State University 1991 — 1995
Bachelor, Finance
Zurich Insurance July 2013 - Present
Zurich/ Arrowhead Insurance September 2010 - July 2013
A.R.A Insurance, Inc. May 2007 - September 2010
Egbert & Associates October 2005 - May 2007
Michigan Association of Home Builders November 2004 - October 2005
Federated Insurance Company August 2001 - November 2004
Raymond James Financial, Inc. June 1999 - August 2001
Olde Discount Brokerage May 1995 - June 1999
Skills
Insurance, Leadership, Property, Underwriting, Management
Education
Ferris State University 1990 — 1995
Bachelor’s Degree, Business Administration and Management, General
Raymond James Financial, Inc. September 2015 - Present
USAA February 2014 - Present
USAA January 2013 - January 2014
Grace Family Church August 2011 - January 2013
Nonprofit Leadership January 2008 - August 2011
United States Marine Corps September 2001 - August 2005
Skills
Customer Service, Event Management, Leadership, Team Building, Training, Account Management, Microsoft Office, PowerPoint, Strategic Planning, Microsoft Excel, Microsoft Word, Mortgage Lending, Series 7, Series 63, Series 65, Finance, Financial Analysis, Investments, Sales
Education
Liberty University 2008 — 2010
Master’s Degree, Theology/Theological Studies, 3.91 GPA
Florida State University - College of Business 2005 — 2008
Bachelor of Science, General Management
Raymond James Financial, Inc. June 2015 - Present
Dober Chemical September 2010 - June 2015
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Process Improvement, SharePoint
Education
Fox College Inc
Raymond James Financial, Inc. May 2015 - Present
Sunchase Travel December 2006 - Present
Bank of America 2003 - 2005
Red F 2000 - 2003
Bank of America Capital Investors 1999 - 2000
Bowles Hollowell Conner & Co 1997 - 1999
Skills
Incentive Travel, Leisure Travel, Marketing Strategy, Account Management, Customer Retention, Financial Analysis, Market Research, Customer Contact, Strategic Planning, Entrepreneurship, Customer Satisfaction, Customer Service, Analytics, Marketing, Event Management, Sales, Finance, Investments, Management
Education
Duke University 1993 — 1997
Bachelor of Arts (B.A.), Economics and Public Policy
Raymond James Financial, Inc. September 2015 - Present
SafeStreets USA July 2015 - Present
D Luna Photography January 2009 - Present
Florida State College at Jacksonville September 2011 - June 2014
EDS, an HP Company August 2005 - January 2009
Sandalwood High School Band Organization 2006 - 2009
EDS, an HP Company 2003 - 2005
Merritt Supply Company Inc. 1999 - 2002
First Data Corporation 1998 - 1999
Skills
Vendor Management, Project Management, Customer Service, Analysis, Management, Team Building, Program Management, Teamwork, Advertising, Sales, Budgets, Marketing
Education
Florida State College at Jacksonville 2012 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Florida State College at Jacksonville 2009 — 2012
Associate of Arts (A.A.), Business Administration
Office of the Comptroller of the Currency January 2013 - Present
Raymond James Financial, Inc. October 2011 - December 2012
Student Managed Investment Fund August 2010 - December 2010
Irwin Yacht and Marine Corporation August 2003 - November 2010
Skills
Central Bank Operations, Capital Markets, Investments, Equities, Financial Analysis, Structured Finance, Volcker Rule, Economics, Financial Modeling, Financial Services, Commercial Banking, Asset Management, Risk Management, Bloomberg Terminal, Microsoft Excel, Management, Banking
Education
Florida State University 2006 — 2008
Associate's degree, Economics
Florida International University 2008 — 2010
Bachelors, Finance, Economics
Raymond James Financial, Inc. May 2015 - Present
Skills
Microsoft Excel
Education
Florida State University 2011 — 2015
Bachelor's degree, Sociology and Business
Raymond James Financial, Inc. August 2013 - April 2015
Illinois State University March 2013 - August 2013
Illinois State University July 2007 - March 2013
State Farm January 2004 - June 2007
State Farm January 2002 - January 2004
State Farm March 2000 - January 2002
Skills
Linux, Perl, Unix Shell Scripting, Windows Server, Active Directory, ITIL, SQL, MySQL, LDAP, Server Administration, Sitecore, Creative Problem Solving, Perl Automation, Batch Files, PHP, XML, Sakai, Oracle, Java, Apache, Tomcat, HP Openview, Nagios, Enterprise Software, Application Support, Problem Management, Incident Management, Change Management, LAMP, IIS 7, WordPress, SEO, SEO Copywriting, Cloud Computing, Hosting Services, Web Hosting, Email Hosting, UserReplay, OSX, DevOps, Domain Registration, Node.js, Amazon Web Services..., Vagrant, Agile Methodologies, IIS
Education
DeVry University 1997 — 2000
Bachelor of Science (B.S.), Computer Information Systems
AdMobilize August 2015 - Present
American Marketing Association at Florida International University January 2015 - Present
Raymond James Financial, Inc. May 2015 - July 2015
American Marketing Association at Florida International University July 2014 - December 2014
UTC Aerospace Systems October 2013 - September 2014
American Marketing Association at Florida International University August 2013 - June 2014
FIU FBLA-PBL September 2012 - April 2013
Skills
Leadership, Public Speaking, Microsoft Office, PowerPoint, Social Media, Fundraising, Marketing, Management, Time Management, Social Media Marketing, Event Planning, Staff Development
Education
Florida International University - College of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance and Marketing, 3.89
Ronald W. Reagan/Doral Senior High School 2008 — 2012
Unweighted: 3.5; Weighted: 5.4
Raymond James Financial, Inc. July 2015 - Present
Cognizant Technology Solutions November 2013 - July 2015
Cognizant Technology Solutions November 2010 - November 2013
Cognizant Technology Solutions November 2007 - November 2010
Skills
Java Enterprise Edition, Struts, Ant, EJB, Spring, Tomcat, Spring Framework, Web Services, Requirements Analysis, Oracle, Servlets, Java, Liferay, JavaScript, Core Java, JSP, PL/SQL, DB2, SQL, XML, AJAX, JMS, Websphere, JDBC, J2EE Application..., Maven, jQuery, Backbone.js, UCM, RequireJS, Marionette, AngularJS, r.js, nodeJS, Hudson, Bamboo
Education
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor of Technology (BTech), Chemical Engineering
Raymond James Financial, Inc. May 2015 - Present
Public Financial Management July 2013 - May 2015
BNP Paribas March 2012 - September 2012
Turner Investment Partners March 2011 - September 2011
PECO Energy March 2010 - March 2011
Skills
Financial Analysis, Investments, Finance, Equities, Portfolio Management, VBA, Analysis, Hedge Funds, Microsoft Office, Management, Bloomberg, Financial Modeling, Capital Markets, Corporate Finance, Fixed Income, Asset Managment, Financial Reporting, Risk Management, Accounting, Alternative Investments, Data Analysis, Microsoft Excel, Business Strategy, Valuation, Access, CRM, Visual Basic, Project Finance, Cash Flow Analysis, Capital Budgeting
Education
Drexel University - College of Business and Administration 2008 — 2013
BS Business Administration - Finance Concentration, Finance
La Salle College High School
TigerFund September 2015 - Present
Sigma Alpha Epsilon Fraternity November 2014 - Present
Raymond James Financial, Inc. August 2015 - September 2015
Yadkin Bank June 2015 - August 2015
Kane Realty Corporation May 2015 - August 2015
Town Creek Marina May 2014 - August 2014
Hardy-White Pharmacies April 2012 - August 2013
Hayes Barton Pharmacy June 2011 - September 2011
Skills
Networking, Communication, Leadership, Spanish, Customer Service, Social Media, Social Networking, Event Planning
Education
Hampden-Sydney College 2013 — 2017
Bachelor's Degree, Business/Managerial Economics, Sophomore
Needham Broughton High School 2010 — 2013
High School
Raymond James Financial, Inc. June 2015 - Present
Fairfax Imaging July 2013 - May 2015
IBM June 2001 - July 2013
IBM Software Group 2001 - July 2013
IBM April 2001 - June 2002
Analysts International Corporation (AIC) January 2000 - April 2001
Atlantic Envelope Company January 1996 - January 2000
Skills
Process Improvement, Cloud Computing, IT Strategy, Websphere, Software Project..., IT Service Management, Architecture, Disaster Recovery, SOA, Vendor Management, Project Management, Enterprise Software, IT Management, Solution Architecture, Unix, PMP, Visio, Virtualization, Change Management, Enterprise Architecture, Program Management, Agile Methodologies, Software Development, Rational Team Concert, Rational Quality Manager, Software Solution..., Project Delivery, Project Planning, Agile & Waterfall..., MS Project, ITIL, PMO, Integration, Requirements Analysis, Customer Engagement, Solution Implementation, Project Portfolio..., IT Outsourcing, Business Intelligence, Data Center, Pre-sales, Business Process, IT Operations, Outsourcing
Education
Dowling College
Computer Information Systems
FARMINGDALE COLLEGE
Associate of Science, Data Processing
Raymond James Financial, Inc. June 2015 - Present
American Funds June 2014 - June 2015
Greater Jackson County YoungLife April 2012 - May 2014
Printpack, Inc. May 2013 - August 2013
High Country Outfitters June 2012 - January 2013
Longhorn Steakhouse March 2011 - August 2011
Skills
Financial Reporting, Management, Leadership, Analysis, Time Management, Sales, Accounting, Finance, Networking, Teamwork, Social Networking, Social Media, Marketing, Financial Analysis, Facebook
Education
The University of Georgia 2011 — 2014
Bachelor of Business Administration, Finance, Junior
Georgia Southern University - College of Business Administration 2010 — 2011
Business Administration and Management, General
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. January 2013 - Present
Wells Fargo May 2006 - January 2013
Bank of America June 1997 - May 2006
Skills
Wealth Management, Private Banking, Trust Services, Fiduciary Services
Education
Florida A&M University 1992 — 1997
B.S., Business Administration
Raymond James Financial, Inc. January 2015 - Present
Edward Jones April 2010 - December 2014
Independent Bank June 2013 - May 2014
Skills
Customer Service, Recruiting, Microsoft Office, Public Speaking, Social Networking, Event Planning, Life Insurance, Team Leadership, Interviews, Human Resources, Banking, Real Estate, Team Building, Sales
Education
Cornerstone University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Psychology
Cornerstone University 2011 — 2013
Associate of Science (A.S.), Business Administration and Management
Excel Academies of Cosmetology 2006 — 2007
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. June 2013 - July 2015
Intrepid Capital Funds June 2012 - August 2012
Florida State Board of Administration September 2011 - April 2012
Arrowhead Credit Research Corp May 2011 - August 2011
Law Offices of Darrigo and Diaz May 2010 - August 2010
Skills
Valuation, Financial Analysis, Financial Modeling, Equity Research, Due Diligence, Equities
Education
University of Florida - Hough Graduate School of Business 2012 — 2013
Master of Science, Finance
Florida State University - College of Business 2008 — 2012
B.S, Finance, Magna Cum Laude
Raymond James Financial, Inc. September 2015 - Present
Raymond James Financial Inc. January 2012 - September 2015
Florida Office of Financial Regulation July 2005 - January 2012
SunTrust September 2004 - May 2005
Skills
Compliance, Investments, Securities, Microsoft Office, Strategic Planning, Financial Services, Fixed Annuities, Analysis, Finance, Investment Advisory, Financial Advisory, Mutual Funds, Risk Management, Series 7, Financial Analysis, Management, Banking, Series 63
Education
University of South Florida 2007 — 2009
MBA, Business
Florida State University - College of Business 1997 — 2001
BS, Finance
Raymond James Financial, Inc. July 2015 - Present
CliftonLarsonAllen January 2014 - August 2015
Lewis, Birch, & Ricardo LLC October 2011 - January 2014
Pilot Bank March 2010 - February 2011
Superior Bank February 2008 - December 2008
Regions Bank March 2007 - February 2008
Wachovia, A Wells Fargo Company August 2002 - March 2007
SunTrust Bank May 2000 - August 2002
Skills
Credit, Loans, Commercial Banking, Banking, Branch Banking, Consumer Lending, Customer Service, Financial Analysis, Financial Reporting, Investments, Portfolio Management, Selling, Underwriting, Sales
Education
University of South Florida 2001 — 2003
MBA, Business Administration
Florida State University 1992 — 1997
Bachelors, Economics, Business Management
Raymond James Financial, Inc. November 2014 - Present
Merrill Lynch June 2013 - August 2013
Phillips Brooks House Association June 2012 - August 2012
Healthy Home Inc October 2010 - August 2011
Skills
Public Speaking, Microsoft Word, Microsoft Office, Social Media, Research, Economics, Data Analysis, Stata, PowerPoint, Microsoft Excel, Valuation, Management, Analysis, Leadership, Investments, Strategy
Education
Harvard University 2009 — 2014
Bachelor of Arts (B.A.), Economics
C. Leon King High School 2005 — 2009
International Baccalaureate (IB) Diploma
Raymond James Financial, Inc. August 2015 - Present
SNI Companies April 2014 - August 2015
Jimmy John's May 2013 - April 2014
FSU Swimming and Diving August 2009 - May 2013
Skills
Time Management, Recruiting, Marketing, Social Networking, Microsoft Office, Leadership, Management, Social Media, Sales, Talent Acquisition, Goal Oriented, Hiring Practices, Diving, Human Resources, Talent Management, Interpersonal Skill, Staffing Services, New Business Development, Account Management, Applicant Tracking..., Diligent, Philanthropy, CRM Databases, Microsoft Excel, Microsoft Word, Microsoft Outlook, Vendor Relationship..., VMS Databases, Bullhorn Software, CMS, Adobe Creative Suite, PowerPoint, Photoshop, Google Docs, Cold Calling
Education
Florida State University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.)
Raymond James Financial, Inc. April 2015 - Present
Deutsche Bank March 2014 - April 2015
Morgan Stanley August 2011 - December 2013
Bank of America Merrill Lynch October 2010 - August 2011
Misys Banking Systems December 2004 - September 2010
Chenoa Information Services 2002 - 2004
Navisys 1999 - 2002
Skills
PL/SQL, SQL, C++, Databases, DB2, Programming, Business Requirements, C#, Application Development, Java, SDLC, Analysis, Software Development, XML, Business Analysis, Oracle SQL, C, Requirements Analysis, Data Warehousing, Testing, Oracle
Education
Drexel University - LeBow College of Business
M.S., Financial Management
New Jersey Institute of Technology
M.S., Computer Science
Raymond James Financial, Inc. February 2015 - Present
Flipkey February 2013 - Present
Flipkey January 2012 - February 2013
Boulderado Group October 2011 - January 2012
TSC Group May 2010 - August 2010
Keane Capital Management May 2009 - August 2009
Skills
Sales Management, Salesforce.com, Research, PowerPoint, Public Speaking, Marketing Strategy, Excel, Microsoft Office, Economics, Valuation, Financial Analysis, Investments, Corporate Finance, Financial Modeling, Mac, Equities, Microsoft Excel, Market Research, Marketing, Sales, Social Networking, Business Development, Analysis, Social Media, Account Management, Negotiation, Online Marketing, Cold Calling, New Business Development, Data Analysis
Education
Hampden-Sydney College 2007 — 2011
Bachelor, Economics
D.A. Davidson Companies April 2015 - Present
D.A. Davidson Companies January 2013 - April 2015
Duncan-Williams, Inc. April 2012 - January 2013
FORGE ABS / Bay Securities June 2010 - April 2012
FORGE ABS / FORGE Advisory December 2007 - June 2010
Forge ABS, LLC September 2006 - December 2007
Raymond James Financial, Inc. October 2000 - September 2006
Prudential Financial October 1998 - October 2000
CIBC Oppenheimer 1997 - 1998
Smith Barney 1990 - 1997
Skills
Fixed Income, Capital Markets, MBS, CMOS, Residential Mortgages, Structured Products, Corps, Munis, Debentures, Bloomberg
Education
Fordham University 1986 — 1990
St Francis Prep 1982 — 1986
Raymond James Financial, Inc. May 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media
Education
Duke University 2013 — 2017
Economics and History
East Lake High School 2009 — 2013
Raymond James Financial, Inc. August 2013 - Present
American Family Insurance April 2012 - April 2013
Skills
Series 7, Series 24, Series 63
Education
Concordia University-Wisconsin 2007 — 2011
Bachelor’s Degree, Accounting, 3.5
Concordia University-Wisconsin 2007 — 2011
Master of Business Administration (M.B.A.), Finance, General, 3.5
Raymond James Financial, Inc. July 2010 - Present
Florida Office of Financial Regulation May 2007 - July 2010
Skills
Finance, Securities, Risk Management, Equities, Financial Services, Financial Reporting, Management, Retirement, Series 7
Education
Florida State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Raymond James Financial, Inc. April 2015 - Present
SNI Companies February 2013 - April 2015
Enterprise Rent-A-Car October 2010 - February 2013
events by Amore August 2007 - July 2010
Skills
Recruiting, Temporary Placement, Interviews, Staffing Services, Management, Sales, Customer Service, Customer Satisfaction, Temporary Staffing, Time Management, College Recruiting, Marketing, Networking, Account Management, Event Planning, Budgets, Cold Calling, Talent Acquisition, Communication, Salesforce.com, Applicant Tracking..., Human Resources, Training, Selling, Event Management, Leadership, Internet Recruiting, Technical Recruiting, Hiring, Payroll, Onboarding, Benefits Administration, Human Resource...
Education
Florida State University 2004 — 2007
Bachelor's Degree, Recreation and Leisure Services Administration, Special Events & Hospitality
SEG Promotions May 2015 - June 2015
Raymond James Financial, Inc. May 2012 - August 2012
Raymond James Financial, Inc. May 2010 - August 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Research, Public Speaking, Strategic Planning, PowerPoint, Project Management, Trilingual
Education
Emory University School of Law 2015 — 2016
Master's Degree, Juris Master
Emory University 2010 — 2014
Bachelor's Degree, Political Science and Government
Raymond James Financial, Inc. May 2015 - Present
The Ardent Companies June 2014 - July 2014
Brookwood Grill July 2011 - August 2013
Hotel Don Pancho July 2012 - August 2012
Skills
Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Leadership, PowerPoint, Management
Education
Cornell University 2013 — 2017
Self-employed March 2015 - Present
Raymond James Financial, Inc. January 2002 - May 2006
Education
Grand Valley State University 1999 — 2002
Bachelor of Business Administration (BBA)
Cornerstone University 1997 — 1999
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2012 - December 2014
Raymond James & Associates, Inc January 2011 - July 2012
Skills
Business Process..., Process Analysis
Education
University of Florida 2009 — 2010
MA, International Business
University of Florida - Warrington College of Business Administration 2005 — 2009
BS, Finance, Minor- Spanish
ESADE Business & Law School
Masters Exchange, International Business, Marketing, Management
Raymond James Financial, Inc. September 2015 - Present
SEI January 2012 - Present
NorthStar Systems Int'l November 2009 - January 2012
NorthStar Systems Int'l April 2007 - October 2009
NorthStar Systems Int'l November 2004 - March 2007
Harris myCFO Inc April 2002 - November 2004
Trust Benefits Online August 2001 - March 2002
Xpede June 2000 - July 2001
NextCard January 2000 - June 2000
Adelphia Cable Communications March 1998 - January 2000
Skills
SaaS, Agile Methodologies, Software Development, Enterprise Software, Cloud Computing, Java Enterprise Edition, Java, Business Analysis, Requirements Analysis
Education
Indian Institute of Technology, Bombay 1994 — 1996
M.Tech, Industrial Management
Jiwaji University 1990 — 1994
Graduation, Electronics
Invest Financial January 2011 - Present
Raymond James & Associates June 2004 - December 2009
Raymond James Financial, Inc. December 1996 - June 2004
ExecuTrain 1994 - 1996
Skills
Training, Customer Service, Human Resources, SharePoint, Process Improvement, Visio, Risk Management, Management, Business Analysis, Leadership, Financial Services, Project Management, Microsoft Office, Team Building, Leadership Development, Needs Analysis, Performance Management, Microsoft Word, Software Documentation, Business Process..., PowerPoint, Analysis, Team Leadership, Microsoft Excel, Change Management, Outlook, Program Management
Education
University of South Florida 2004 — 2006
Masters, Management
Florida State University 1989 — 1993
BS, Communication
Bloomingdale High School 1987 — 1989
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. December 2011 - July 2015
Raymond James & Associates April 2010 - March 2012
Raymond James & Associates October 2006 - April 2010
Raymond James & Associates October 2005 - October 2006
Kforce September 2003 - May 2005
Florida State Board of Administration 2001 - 2003
Walt Disney World Swan and Dolphin July 2002 - August 2002
Skills
Performance Management, Securities, Financial Analysis, Process Improvement, Series 7, Microsoft Office, Customer Service, Risk Management, Strategic Planning, Asset Managment, Data Analysis, Recruiting, Microsoft Excel, Project Management, PowerPoint, Change Management, Social Media
Education
Florida State University - College of Business 1999 — 2003
Bachelors of Science, Management
King High School 1995 — 1999
International Baccalaureate
Raymond James Financial, Inc. July 2015 - Present
Oppenheimer & Co. Inc. December 1993 - June 2015
Education
Indiana University - Kelley School of Business 1987 — 1989
MBA, Finance
Northern Illinois University 1984 — 1987
BS, Finance
Raymond James Financial, Inc. July 2009 - Present
Holland & Knight 2005 - 2009
Thompson Sizemore Gonzalez Pa 2004 - 2005
U.S. Navy JAG Corps 2000 - 2004
Skills
Employment Law, Employee Relations, Employment Contracts, Employee Handbooks, Restrictive Covenants, Non-compete Agreements, Arbitration, Litigation, HR Policies, Financial Services, Legal Research, Legal Writing, Civil Litigation, Commercial Litigation, Corporate Law, Mergers & Acquisitions, Courts, Appeals
Education
Florida State University College of Law 1997 — 2000
Florida State University
BS Mulinational Business Operations
Raymond James Financial, Inc. December 2014 - Present
JPMorgan Chase May 2014 - Present
Barclays October 2011 - April 2014
Barclays August 2010 - August 2011
UBS Wealth Management July 2006 - August 2010
Skills
CSS, HTML 5, responsive design, User Experience, Adobe Creative Suite, Mobile Applications, Java, Spring, C#, Web Development, JavaScript, HTML5, Interaction Design, Front-end
Education
NYU 2012 — 2014
Certificate in Graphic Design
New Jersey Institute of Technology 2002 — 2006
B.S, Computer Science
Essex County College 2002 — 2004
A.S, Computer Science
Raymond James Financial, Inc. July 2015 - Present
EY September 2013 - July 2015
IBM December 2003 - September 2013
Deloitte & Touche 2003 - 2004
eFunds (Fidelity) 1998 - 2003
Equifax, Inc. 1989 - 1997
Skills
Risk Management, AML, Banking, Fraud, Operational Risk..., Process Improvement, Retail Banking, Business Analytics, Analytics, Enterprise Risk..., Risk Assessment, Predictive Analytics, Financial Services, Payments, Business Process..., Project Management, IT Strategy, Management Consulting, Business Process..., Product Management, Regulations, Financial Risk, USA PATRIOT Act, Strategy, Governance, Business Transformation, Business Process, Business Intelligence, Business Analysis, Anti Money Laundering, KYC, Operational Risk
Education
Georgia State University 1990 — 1992
Master of Business Administration (MBA), Finance, General
Georgia Southern University - College of Business Administration 1982 — 1985
Bachelor of Business Administration (BBA), Accounting
Regions Financial Corporation April 2015 - Present
Raymond James Financial, Inc. July 2011 - April 2015
Wells Fargo July 2005 - July 2011
JPMorgan October 1999 - January 2003
JPMorgan July 1997 - September 1999
Education
Duke University - The Fuqua School of Business 2004 — 2005
MBA
Wake Forest University 1993 — 1997
BS
LabCorp May 2014 - Present
LabCorp July 2013 - May 2014
LabCorp June 2010 - June 2013
LabCorp June 2009 - June 2010
Cigna June 2008 - August 2008
Raymond James Financial, Inc. 2004 - 2007
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA
Vanderbilt University 2000 — 2004
BA
Raymond James Financial, Inc. September 2015 - Present
Prudential Financial September 2013 - August 2015
Thrivent Financial for Lutherans October 2009 - March 2013
MECU March 1999 - October 2009
Skills
Customer Service, Leadership, Financial Services, Business Analysis, Process Improvement, Special Needs, Small Business, Public Speaking, Women Owned Business, Professional Services, Professional Women
Education
Florida State University
Raymond James Financial, Inc. September 2014 - Present
Raymond James Financial January 1997 - September 2014
Val Pak 1997 - 1997
Travelers Express 1990 - 1997
Skills
SDLC, Requirements Analysis, SQL, Microsoft SQL Server, SharePoint, Visio, SSIS, C#, Agile Methodologies, SSRS, Quality Center, T-SQL, Database Design, ASP.NET, Business Intelligence, Systems Analysis, SOA, Data Modeling, ASP.NET MVC, Visual Studio, Requirements Gathering, IIS, .NET, Enterprise Architecture, Agile Project Management, Web Services, Software Project..., Scrum, UML, Databases, DB2, Data Warehousing, ETL, Software Development, COBOL, TFS, WCF, Crystal Reports, XML, Business Analysis, VB.NET, Software Architectural...
Education
St. Petersburg College 2007 — 2010
Bachelor of Business Administration (BBA), Computer/Information Technology Administration and Management, Cum Laude
Eastfield College 1982 — 1988
Associate in Applied Science (A.S.), Computer Science
ADDITIONAL COURSES
BPM, Oracle, Angular
Raymond James Financial, Inc. July 2015 - Present
Raymond James March 2010 - Present
Raymond James June 2008 - March 2010
Raymond James January 2005 - June 2008
Capital One 1999 - 2004
Skills
Series 7, Series 24, Securities, FINRA, AML, Investment Advisory, Financial Services, Risk Management
Education
Huntingdon College 1993 — 1997
Bachelor of Arts (B.A.)
Lifetouch Church Directories & Portraits 2006 - Present
Raymond James Financial, Inc. July 2004 - July 2006
Florida Insurance representing Florida Blue (Blue Cross/Blue Shield) October 2001 - April 2004
CompuSoft Solutions DBA Government Contractor Service August 1999 - October 2001
U.S. Army May 1984 - July 1994
Various Churches August 1980 - May 1994
Skills
Public Speaking, Marketing, Account Management, Salesforce.com, Sales Operations, Sales, Event Planning, Social Media Marketing, Sales Management, Selling, Photography, Team Building, Direct Sales, Social Media, Customer Service, Marketing Strategy, PowerPoint, Strategic Planning, Microsoft Office, Advertising, Sales Presentations, Sales Process, Business Development, Microsoft Excel, Retail, Negotiation, Coaching, Social Networking, Training, Portrait Photography, Lightroom, Cold Calling, Leadership, Management, Leadership Development, Team Leadership
Education
Florida Metropolitan University 1998 — 2000
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, Graduated Summa Cum Laude
Tampa Bay Bible College 1979 — 1984
Bachelor of Biblical Studies, Pastoral Theology and Youth Ministry
Seminole High School 1975 — 1979
High School Diploma, English, History
Raymond James Financial Inc. August 2012 - Present
Raymond James Financial, Inc. May 2011 - August 2011
The Blackstone Group December 2005 - August 2010
Bear Stearns June 2005 - December 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Equities, Capital Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
Indiana University - Kelley School of Business 2001 — 2005
B.S., Finance
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2014 - June 2015
Raymond James Financial Inc. April 2012 - June 2014
Raymond James Financial Inc. November 2007 - April 2012
State Farm Bank November 2005 - October 2007
CEFCU December 2004 - November 2005
CEFCU April 2001 - December 2004
Skills
Customer Service, Outlook, Microsoft Excel, PowerPoint, Banking, Microsoft Office, Credit, Loans, Securities, Cost Basis, Insurance, Investments, Finance, Strategic Financial..., Leadership, Analysis, Visio, Mutual Funds, Access, Series 7, Risk Management, Accounting, Financial Services, Cash Management, Bloomberg, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Business Analysis, Financial Modeling, Asset Management, Equities, Life Insurance, Valuation, Credit Analysis, Trading, Corporate Finance, Employee Benefits, Commercial Banking, Underwriting, Retail Banking, Treasury Management, Process Improvement, Loan Origination
Education
Illinois State University 2000 — 2004
Bachelors of Science, Finance & Economics
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. April 2012 - Present
Greystar April 2007 - April 2012
Greystar May 2007 - December 2009
Skills
Real Estate Economics, Residential Homes, Budgets, Investment Properties, Foreclosures, Real Estate, Property Management, Management, Short Sales, Leases, Real Estate Transactions, Real Estate Development, Apartments, Property, Rentals, Finance, Commercial Real Estate, HUD
Education
CONA Leadership 2012 — 2013
Florida State University 2000 — 2004
BA, Real Estate
Shorecrest Preparatory School 1992 — 1999
Aspire Financial Services, LLC August 2013 - Present
Ultimate Medical Academy July 2011 - August 2013
Raymond James Financial, Inc. November 2009 - July 2011
T. Rowe Price April 2006 - April 2009
T. Rowe Price April 1999 - April 2006
Skills
Instructional Design, Leadership Development, Needs Analysis, Instructor-led Training, Coaching, Career Counseling, Curriculum Design, Training, Training Facilitation, Blended Learning, Learning Management, Adult Education, Training Delivery, Career Education, Leadership, Program Evaluation, Microsoft Office, Web Ex and Collaborate..., SharePoint, SnagIt, Lectora, Camtasia, Blackboard, 360 Feedback, Articulate Storyline
Education
Indiana University Bloomington
Bachelor of Arts, East Asian Studies
University of Phoenix
Master of Arts (M.A.), Education and Training
Kelby Media Group March 2008 - Present
Concurrent Technologies Corporation 2004 - 2006
Raymond James Financial, Inc. January 1997 - January 1999
Skills
Final Cut Studio, Final Cut Pro, Video Editing, Video Production, Post Production, After Effects, Premiere, Video, Television, Multimedia, Digital Photography, Adobe Creative Suite, Photography, Apple Compressor, Scuba Diving, Ski, Music Videos, Documentaries, Educational Video, Instructional Videos, Photoshop, Canon DSLR, Soundtrack Pro, DVD Studio Pro, Portrait Photography, Motion Graphics, Lightroom, Image Manipulation, Image Editing, Camera Operating, Studio Lighting, Mac, Graphic Design, Camera Operation, Color Correction
Education
Full Sail University 1999 — 2001
Associate of Science (A.S.), Film & Video Production
Raymond James Financial, Inc. April 2012 - Present
Morgan Keegan Healthcare Investment Banking 2008 - 2012
Shattuck Hammond Partners 1993 - 2008
Skills
Healthcare, Managed Care, laboratory, other outsourced..., M&A Advisory Services, Debt and Equity..., Strategic Options...
Education
The University of Chicago Booth School of Business 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
Wesleyan University 1980 — 1984
Bachelor's degree, Political Science and Government
Deerfield Academy 1977 — 1980
Raymond James Financial, Inc. 2014 - Present
Barley, McNamara, Wild 2013 - 2014
PwC 2012 - 2013
Simply Thai 2005 - 2010
Skills
Hold Series 7, Series 24
Education
University of South Florida 2009 — 2012
Bachelor's degree, Accounting, 3.6 GPA
Embry-Riddle Aeronautical University 2004 — 2005
Computer Engineering
Raymond James Financial, Inc. May 1995 - Present
Raymond James Financial Inc. March 1994 - May 1995
Raymond James Financial Inc. September 1980 - March 1994
Skills
Investments, Asset Management, Due Diligence, Affordable Housing, Tax Credits, Real Estate, Acquisitions, Real Estate Economics, Finance, Portfolio Management, Financial Modeling
Education
University of South Florida 2009 — 2011
Master's degree, Library and Information Science
Eckerd College 1988 — 1991
Bachelor of Arts (BA), History
Raymond James Financial, Inc. August 2015 - Present
Edward Jones April 1999 - July 2015
Great Lakes Games 1994 - 1999
Skills
Chartered Retirement..., Accredited Asset..., Marketing, Investments, Finance, Public Speaking, Leadership, Financial Advisory, Customer Service, Team Building, Event Planning, Retirement
Education
George Mason University School of Law 1989 — 1993
JD, Law
American University 1986 — 1988
Master of Public Administration (MPA), Political Science and Government
American University 1983 — 1986
Bachelor's degree, Political Science and Government
Raymond James Financial Inc. June 2012 - Present
FedEx Techconnect November 2011 - May 2012
Raymond James Financial, Inc. March 2010 - October 2011
University of Memphis August 2008 - December 2009
Infosys July 2007 - July 2008
Skills
AngularJS, Microsoft SQL Server, .NET, C#, SDLC, SQL, Visual Studio, jQuery, JavaScript, Java, Web Services, TFS, Requirements Analysis, Business Analysis, ASP.NET MVC, CSS, Entity Framework, SSIS, Testing, Project Management, JSON, LINQ, Algorithms, Data Structures, Web Applications, SignalR, Bootstrap, Git, GruntJS
Education
The University of Memphis 2013 — 2016
Master of Business Administration (MBA)
The University of Memphis 2008 — 2010
Masters
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor Of Technology
Raymond James Financial, Inc. June 2015 - August 2015
Moelis & Company July 2012 - July 2014
ESPN January 2012 - June 2012
Moelis & Company July 2010 - December 2011
GMAC May 2009 - August 2009
Verizon Wireless May 2007 - August 2008
Skills
Economics, Private Placements, Banking, Access, Credit, Management Consulting, PowerPoint, Forecasting, Financial Accounting, Business Strategy, Business Analysis, Debt Restructuring, Microsoft Office, Market Research, Equity Research, Business Development, Bloomberg Terminal, Auditing, Sarbanes-Oxley Act, Venture Capital
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance & International Business
Universidad de Sevilla 2009 — 2009
N/A, Business
Raymond James Financial, Inc. February 2015 - Present
Mercantile Bank August 2010 - January 2015
Mercantile Bancorp 2004 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Access, Auditing, Analysis
Education
William Woods University 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Culver Stockton College 1999 — 2003
Bachelor of Science (BS), Business Administration and Management
Florida State University 2014 - Present
Raymond James Financial, Inc. December 2013 - June 2014
Citi August 2009 - 2013
HSBC September 2008 - April 2009
Marriott Vacation Club International October 2000 - October 2006
John Hancock Life Insurance Company (U.S.A.) June 1997 - February 2000
Skills
Library, Contract Management, Contract Negotiation, Contract Law, Procurement Outsourcing, Strategic Sourcing, Compliance, Legal Compliance, Library Science, Library Reference, Records Management, electronic records..., Government Documents, information retrieval, Information Management, Digital Archiving, Research, Collection Development, Library Programming, Vendor Management, Process Improvement, IT Procurement, Project Planning, Legal Research, Legal Writing, Copyright Law, Intellectual Property, Microsoft Office, Writing
Education
Florida State University 2014 — 2018
Doctor of Philosophy (Ph.D.), Information studies
Chartered Institute of Purchasing and Supply 2013 — 2013
Certified Professional in Supply Management, Procurement/ Sourcing
University of South Florida 2010 — 2012
MLIS
Valparaiso University 1993 — 1996
JD
University of Wisconsin-Madison 1989 — 1992
BA, Political Science and Government
Raymond James Financial, Inc. May 2015 - Present
yum village December 2013 - Present
ForeSee March 2013 - Present
Greektown Casino April 2012 - July 2012
Best Buy 2004 - 2011
Best Buy 2004 - 2011
Skills
Marketing Strategy, Microsoft Office, Research
Education
Eastern Michigan University 2009 — 2012
Bachelor of Business Administration (BBA), Marketing
Raymond James April 2011 - Present
Raymond James Financial, Inc. April 2011 - Present
CSAA Insurance Group, a AAA Insurer 2006 - 2008
Education
Holy Family University 2009 — 2010
Bachelor, Finance
Raymond James Financial, Inc. May 2015 - Present
FIS January 2015 - Present
The Salvation Army May 2014 - January 2015
World Race March 2013 - April 2014
The Coca-Cola Company March 2012 - March 2013
Jimmy John's August 2008 - November 2011
SkillStorm June 2010 - November 2010
Skills
Recruiting, Leadership, Social Networking, Management, Sales, Sales Management, Interviews, Microsoft Excel, Personnel Management, Databases, Customer Service, Cold Calling, Applicant Tracking..., Time Management, Talent Acquisition, Account Management, Training, Social Media, Team Building, Microsoft Office, Networking
Education
Florida State University 2006 — 2010
Bachelor’s Degree, Management
Westminster Academy 1990 — 2006
High School Diploma, General Education
Raymond James Financial, Inc. August 2014 - February 2015
CVS Caremark Corporation September 2013 - July 2014
Safeguard Properties November 2008 - May 2013
TeleTech July 2008 - November 2008
Laurelwood Hospital April 2007 - July 2008
Remedy Intelligent Staffing June 2006 - January 2007
Swagelok April 2006 - May 2006
Cosmo Corporation February 2006 - April 2006
bd's mongolian barbeque November 2004 - January 2006
Subway August 2004 - November 2004
Skills
Cooking, Food, Customer Service, Microsoft Office, Data Entry, Outlook, Microsoft Word, Microsoft Excel, Time Management, Customer Satisfaction, Leadership, Event Planning, Music Production, Sampling, MIDI, Office Management, Sales, Invoicing, Analysis, Inventory Management, Manufacturing, Teamwork
Education
Hiram College 2003 — 2004
ITT Technical Institute 2008 — 2010
Computer Networking Systems, Computer Networking Systems
State of Michigan August 2015 - Present
State of Michigan August 2015 - Present
Raymond James Financial, Inc. September 2012 - July 2015
Ramona Henderson Pearson, CPA, PC March 2013 - April 2013
National Tax Service January 2012 - April 2012
COFINITY (formerly PPOM) August 2007 - November 2010
Cofinity August 2000 - November 2010
Cofinity 2000 - 2010
Cofinity September 2003 - August 2007
Cofinity August 2000 - September 2003
Skills
ICD-9, CPT
Education
Davenport University 2010 — 2013
MBA, Accounting; Present, 3.72
Davenport University 1999 — 2006
Bachelor, Business AdministrationAccounting Information Management
Raymond James Financial, Inc. June 2015 - Present
BB&T Capital Markets April 2015 - June 2015
BB&T Capital Markets October 2013 - April 2015
BB&T Capital Markets May 2011 - October 2013
Grant Thornton LLP January 2008 - September 2009
Rep. Nathan Deal May 2004 - December 2007
Skills
Analysis, Business Strategy, Business Valuation, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Financial Analysis, Financial Modeling, Investment Banking, Investments, LBO, M, Mergers, Mergers, Private Equity, Series 7, Valuation, Venture Capital
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting, & General Management
The George Washington University 2005 — 2008
M.A., International Trade and Investment Policy
Covenant College 2000 — 2004
B.A., History
Raymond James Financial, Inc. December 2010 - Present
Raymond James Financial, Inc. September 2004 - Present
Raymond James Financial, Inc. August 2003 - September 2004
Raymond James Financial, Inc. September 2000 - August 2003
The Detroit News 1998 - 2000
Ace Hardware 1995 - 1999
Education
University of Michigan-Dearborn 2001 — 2002
Elementary Education
Henry Ford Community College 1997 — 2000
Associates degree, Elementary Education
Raymond James Financial, Inc. February 2014 - Present
FSU Rugby January 2010 - May 2013
Claddagh Construction June 2012 - August 2012
The Fringe Bar June 2011 - August 2011
Publix Super Markets May 2007 - August 2007
Skills
Customer Service, Microsoft Office, Strategic Planning, Management, Public Speaking, Leadership, Microsoft Excel, Project Management, Sales, Social Media, Finance
Education
Florida State University 2008 — 2013
Bachelor's Degree, Psychology
Florida State University 2008 — 2013
Bachelor’s Degree, Criminology
Guardian August 2015 - Present
City of St Petersburg October 2009 - March 2015
RME360 August 2005 - September 2009
Freelance / Contract Designer February 2003 - December 2004
Raymond James Financial, Inc. May 2004 - August 2004
US Army November 1991 - November 2002
Skills
Military Experience, Military Operations, Army, Security Clearance, Homeland Security, Marksmanship, National Security, Police Officers, Criminal Investigations, Investigative Reporting, Court Appearances, Enforcement, Public Safety, Patrol, First Responder, Traffic Enforcement, Emergency Vehicle..., Counterterrorism, Firearms, Weapons Handling, Active Shooter, Security Operations, Physical Security, Security Management, Dignitary Protection, Crime Prevention, Criminal Justice, Evidence Collection, Applied Kinesiology, Surveillance, Intelligence Analysis, Emergency Management, Self Defense, Tactics, Taser, NCIC, Marketing Communications, Direct Marketing, Adobe Creative Suite, Concept Design, XMPie, Computer Graphics, Final Cut Pro, 3D Studio Max, Website Development, Policy Writing, Concept Development, Speaks French, Training, Management
Education
St. Petersburg College 2009 — 2010
Certificate of Completion, Southeastern Public Safety Institute (Police Academy)
International Academy of Design and Technology-Tampa 1999 — 2003
Bachelor of Fine Arts (B.F.A.), Graphic Communications
University of Maryland University College 1995 — 1998
U.S. Army - Defense Information School, Lowry AFB 1993 — 1993
25M (MOS) Multimedia Illustrator Specialist
U.S. Army - Basic Training, Ft Jackson, SC 1992 — 1992
United States Army Basic Training
U.S. Army - JFK Special Warfare Center, Ft Bragg, NC 1992 — 1992
37F (MOS) Psychological Operations Specialist (PSYOPS)
Cowles Library Coffee Shop October 2014 - Present
Morehouse Residence Hall August 2014 - Present
Raymond James Financial, Inc. April 2015 - June 2015
Sunway University January 2013 - April 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, InDesign, Photoshop, Teamwork, Public Speaking, Microsoft Word, Illustrator, Customer Service, Research, Social Media, English, Cooking, Music
Education
Drake University 2013 — 2015
Bachelor's Degree, Finance, General
Sunway University 2011 — 2013
Raymond James Trust, N.A. April 2013 - Present
Raymond James Financial, Inc. September 2006 - April 2013
Education
Florida Gulf Coast University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Seminole High School 1998 — 2002
High School Diploma
Raymond James Financial, Inc. February 2013 - Present
Education
Florida State University 1998 — 2000
Bachelor of Science (B.S.), Business Finance