Raymond James Financial Inc.
Industry: Investment banking company
DescriptionRaymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations and municipalities through its ... Headquarters: St. Petersburg, Florida, United States Number of employees: 12,700 (2017) Subsidiaries: RAYMOND JAMES & ASSOCIATES, INC., Executives: Paul Reilly (Chairman and Chief Executive Officer),
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Raymond James Financial Inc. Employees
Employee
Years
Job
Industry
Bill Hampton Bill Hampton's Raymond James Financial Inc. Experience February 2009 - May 2011
Job IT Risk Mgmt Supplier (Vendor) Risk Mgmt InfoSec IT Audit Professional Senior Consultant
Industry Financial Services
Experience
Fulton Financial Corporation July 2014 - Present
Depository Trust & Clearing Corporation May 2011 - April 2014
Raymond James Financial, Inc. February 2009 - May 2011
Jefferson Wells July 2007 - December 2008
Accredo - An Express Scripts Company September 2004 - July 2007
Regions Bank January 2002 - August 2004
Nortel September 1998 - September 2001
Skills
CISA, CISSP, CISM, ITIL, QSA, PCI DSS, Information Security..., IT Audit, Information Security, Vulnerability Assessment, Business Continuity, Vulnerability Management, Vendor Management, Auditing, Security, Disaster Recovery, Risk Management, Network Security, Business Process, Information Technology, SAS70, Risk Assessment, Data Security, Business Continuity..., Sarbanes-Oxley Act, IT Risk Management, Firewalls, Security Policy, COBIT, Penetration Testing
Education
Rensselaer Polytechnic Institute
Bachelor’s Degree
Fulton Financial Corporation July 2014 - Present
Depository Trust & Clearing Corporation May 2011 - April 2014
Raymond James Financial, Inc. February 2009 - May 2011
Jefferson Wells July 2007 - December 2008
Accredo - An Express Scripts Company September 2004 - July 2007
Regions Bank January 2002 - August 2004
Nortel September 1998 - September 2001
Skills
CISA, CISSP, CISM, ITIL, QSA, PCI DSS, Information Security..., IT Audit, Information Security, Vulnerability Assessment, Business Continuity, Vulnerability Management, Vendor Management, Auditing, Security, Disaster Recovery, Risk Management, Network Security, Business Process, Information Technology, SAS70, Risk Assessment, Data Security, Business Continuity..., Sarbanes-Oxley Act, IT Risk Management, Firewalls, Security Policy, COBIT, Penetration Testing
Education
Rensselaer Polytechnic Institute
Bachelor’s Degree
Katelyn Hardeman Katelyn Hardeman's Raymond James Financial Inc. Experience May 2015 - Present
Job Intern at Theatre Memphis
Industry Fine Art
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial, Inc. September 2015 - Present
Theatre Memphis July 2015 - Present
Jobsite Theater July 2014 - January 2015
WCU Housing Department August 2013 - May 2014
Carey Dinner Theatre June 2013 - July 2013
Carey Dinner Theatre May 2012 - July 2012
Carey Dinner Theatre May 2011 - July 2011
Skills
Singing, Painting, Southern Dialect, Hair Design, Makeup Design, Costume Design, Research, Set Dressing, Set Construction, Directing, Stage Management, Stage Make-up, Stagecraft, House Management, Acting, Plays, Theatre
Education
William Carey College 2012 — 2014
Bachelor of Arts (B.A.), Theatre
Northwest Mississippi Community College 2010 — 2012
Associate of Arts (A.A.), Theatre
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial, Inc. September 2015 - Present
Theatre Memphis July 2015 - Present
Jobsite Theater July 2014 - January 2015
WCU Housing Department August 2013 - May 2014
Carey Dinner Theatre June 2013 - July 2013
Carey Dinner Theatre May 2012 - July 2012
Carey Dinner Theatre May 2011 - July 2011
Skills
Singing, Painting, Southern Dialect, Hair Design, Makeup Design, Costume Design, Research, Set Dressing, Set Construction, Directing, Stage Management, Stage Make-up, Stagecraft, House Management, Acting, Plays, Theatre
Education
William Carey College 2012 — 2014
Bachelor of Arts (B.A.), Theatre
Northwest Mississippi Community College 2010 — 2012
Associate of Arts (A.A.), Theatre
Ryan McComb Ryan McComb's Raymond James Financial Inc. Experience August 2015 - September 2015
Job Private Equity Associate at New Water Capital
Industry Capital Markets
Experience
New Water Capital, L.P. September 2015 - Present
Raymond James Financial, Inc. August 2015 - September 2015
BB&T Capital Markets Windsor Group July 2013 - August 2015
Chief Financial Solutions May 2011 - January 2015
XCap Securities Ltd May 2012 - July 2012
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Bloomberg Terminal, Corporate Finance, Due Diligence, Strategy, Mergers, Valuation, Investment Banking, DCF, Divestitures, Financial Analysis, Social Media
Education
Southern Methodist University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.7
New Water Capital, L.P. September 2015 - Present
Raymond James Financial, Inc. August 2015 - September 2015
BB&T Capital Markets Windsor Group July 2013 - August 2015
Chief Financial Solutions May 2011 - January 2015
XCap Securities Ltd May 2012 - July 2012
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Bloomberg Terminal, Corporate Finance, Due Diligence, Strategy, Mergers, Valuation, Investment Banking, DCF, Divestitures, Financial Analysis, Social Media
Education
Southern Methodist University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.7
Bret Wood Bret Wood's Raymond James Financial Inc. Experience January 1988 - Present
Job Managing Director Institutional Fixed Income Sales at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial, Inc. January 1988 - Present
E.F. Hutton December 1985 - December 1987
Schroder Bank and Trust March 1982 - December 1984
Skills
Interpersonal, Outgoing, Diversified, Financial Analysis, Investments, Sales, Team Leadership, Teamwork, Asset Management, Financial Services, Risk Management
Education
New York University 1983 — 1984
Management Case Studies
New England College 1977 — 1981
Bachelor of Science-Management Engineering, Business, Engineering
Raymond James Financial, Inc. January 1988 - Present
E.F. Hutton December 1985 - December 1987
Schroder Bank and Trust March 1982 - December 1984
Skills
Interpersonal, Outgoing, Diversified, Financial Analysis, Investments, Sales, Team Leadership, Teamwork, Asset Management, Financial Services, Risk Management
Education
New York University 1983 — 1984
Management Case Studies
New England College 1977 — 1981
Bachelor of Science-Management Engineering, Business, Engineering
Alyssa Sanford Alyssa Sanford's Raymond James Financial Inc. Experience August 2015 - Present
Job Internal Communications Coordinator at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. September 2014 - August 2015
Raymond James Financial Inc. June 2013 - August 2013
Sanford Financial Services May 2012 - August 2012
Sanford Financial Services May 2010 - August 2010
Skills
Marketing Communications, Social Media, Project Management, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Time Management, Social Networking
Education
Miami University 2010 — 2014
Bachelor of Arts (BA), Sociology
Hackett Catholic Central 2006 — 2010
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. September 2014 - August 2015
Raymond James Financial Inc. June 2013 - August 2013
Sanford Financial Services May 2012 - August 2012
Sanford Financial Services May 2010 - August 2010
Skills
Marketing Communications, Social Media, Project Management, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Time Management, Social Networking
Education
Miami University 2010 — 2014
Bachelor of Arts (BA), Sociology
Hackett Catholic Central 2006 — 2010
Carly Trent Carly Trent's Raymond James Financial Inc. Experience June 2012 - Present
Job Business Process Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2012 - Present
Ceridian Benefits Services June 2007 - June 2012
Seminole Hard Rock Hotel and Casino June 2005 - June 2007
Wachovia Money Center May 2003 - July 2005
Skills
Process Improvement, Continuous Improvement, Six Sigma, Lean Tools, Lean Thinking, Lean Operations, Problem Solving, Customer Service, Employee Benefits, Time Management, Benefits, Retirement, Outlook, Access, PeopleSoft, Coaching, Word, Excel, Administration, PowerPoint, Supervisory Skills, Teamwork, Microsoft Office, Team Building, Scheduling, Accounting, Compliance, Performance Management, Hiring, Benefits Administration, Windows, Inventory Management, Analysis, Defined Benefit, Process Scheduler, Employee Relations, Human Resources, 401k, Series 7, Microsoft Excel
Education
St. Petersburg College
Engineering technology
St. Petersburg College
Certificate, Six sigma black belt
St. Petersburg College 2012 — 2014
Certificate, Lean Six Sigma Green Belt
Raymond James Financial, Inc. June 2012 - Present
Ceridian Benefits Services June 2007 - June 2012
Seminole Hard Rock Hotel and Casino June 2005 - June 2007
Wachovia Money Center May 2003 - July 2005
Skills
Process Improvement, Continuous Improvement, Six Sigma, Lean Tools, Lean Thinking, Lean Operations, Problem Solving, Customer Service, Employee Benefits, Time Management, Benefits, Retirement, Outlook, Access, PeopleSoft, Coaching, Word, Excel, Administration, PowerPoint, Supervisory Skills, Teamwork, Microsoft Office, Team Building, Scheduling, Accounting, Compliance, Performance Management, Hiring, Benefits Administration, Windows, Inventory Management, Analysis, Defined Benefit, Process Scheduler, Employee Relations, Human Resources, 401k, Series 7, Microsoft Excel
Education
St. Petersburg College
Engineering technology
St. Petersburg College
Certificate, Six sigma black belt
St. Petersburg College 2012 — 2014
Certificate, Lean Six Sigma Green Belt
Eric Carroll Eric Carroll's Raymond James Financial Inc. Experience May 2015 - Present
Job Annuity Sales Support Manager
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
The PenFacs Group May 2013 - May 2015
Raymond James Financial Inc. January 2013 - April 2013
Raymond James Insurance Group June 2009 - December 2012
AIG American General Financial Services March 2008 - May 2009
Carroll's Building Materials, Inc June 1999 - March 2008
Carroll's Building Material's 1999 - 2008
Franklin Templeton Investments March 2007 - June 2007
Skills
Mutual Funds, Investments, Insurance, Series 7, Building Relationships, Financial Markets, Annuities, Long-term Care, Series 24, Disability Insurance, Variable Annuities, Term Life Insurance, IRAs, Life Insurance, Long Term Care Insurance, Series 63, Retirement Planning, Wealth Management, Sales, Strategic Financial..., Underwriting, High Net Worth..., Whole Life, Retirement, Risk Management, Estate Planning
Education
University of South Florida 2005 — 2007
Bachelors, Finance and Economics
St. Petersburg College 2002 — 2005
Associates, Buisness Administration
Raymond James Financial, Inc. May 2015 - Present
The PenFacs Group May 2013 - May 2015
Raymond James Financial Inc. January 2013 - April 2013
Raymond James Insurance Group June 2009 - December 2012
AIG American General Financial Services March 2008 - May 2009
Carroll's Building Materials, Inc June 1999 - March 2008
Carroll's Building Material's 1999 - 2008
Franklin Templeton Investments March 2007 - June 2007
Skills
Mutual Funds, Investments, Insurance, Series 7, Building Relationships, Financial Markets, Annuities, Long-term Care, Series 24, Disability Insurance, Variable Annuities, Term Life Insurance, IRAs, Life Insurance, Long Term Care Insurance, Series 63, Retirement Planning, Wealth Management, Sales, Strategic Financial..., Underwriting, High Net Worth..., Whole Life, Retirement, Risk Management, Estate Planning
Education
University of South Florida 2005 — 2007
Bachelors, Finance and Economics
St. Petersburg College 2002 — 2005
Associates, Buisness Administration
Jennifer Bryant Jennifer Bryant's Raymond James Financial Inc. Experience January 2015 - July 2015
Job Experienced IT Systems and Support Manager
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. January 2015 - July 2015
Raymond James Financial, Inc. January 2011 - January 2015
Raymond James Financial, Inc. September 2006 - January 2011
University of South Florida March 2001 - August 2006
University of South Florida May 2000 - March 2001
University of South Florida July 1998 - May 2000
University of South Florida September 1995 - July 1998
University of South Florida April 1994 - September 1995
University of South Florida July 1991 - April 1994
University of South Florida May 1990 - July 1991
Skills
Security, IT Management, Integration, Enterprise Software, Management, Business Analysis, Active Directory, SharePoint, Databases, ITIL, Vendor Management, Collaborative Leadership, IT Strategy, International Support, Video Conferencing, Cloud Storage, Polycom Video..., Communication Skills, Cloud Security, Technical Support, Hardware, Telecommunications, Windows Server, Requirements Analysis, Visio, SQL, Solution Architecture, Mobile Technology, Information Technology, Analysis, Testing, Windows, Servers, Microsoft Office, Disaster Recovery, SDLC, Quality Assurance, Operating Systems, Data Center, Software Documentation, IT Operations, HTML, Technical Writing, Microsoft SQL Server, Troubleshooting, Requirements Gathering, Documentation, Citrix, Training, Access
Education
University of South Florida
Master's degree, Educational/Instructional Technology
University of South Florida
Bachelor of Arts (BA), Psychology
St. Petersburg College
Associate of Arts (AA), General Studies
Raymond James Financial, Inc. January 2015 - July 2015
Raymond James Financial, Inc. January 2011 - January 2015
Raymond James Financial, Inc. September 2006 - January 2011
University of South Florida March 2001 - August 2006
University of South Florida May 2000 - March 2001
University of South Florida July 1998 - May 2000
University of South Florida September 1995 - July 1998
University of South Florida April 1994 - September 1995
University of South Florida July 1991 - April 1994
University of South Florida May 1990 - July 1991
Skills
Security, IT Management, Integration, Enterprise Software, Management, Business Analysis, Active Directory, SharePoint, Databases, ITIL, Vendor Management, Collaborative Leadership, IT Strategy, International Support, Video Conferencing, Cloud Storage, Polycom Video..., Communication Skills, Cloud Security, Technical Support, Hardware, Telecommunications, Windows Server, Requirements Analysis, Visio, SQL, Solution Architecture, Mobile Technology, Information Technology, Analysis, Testing, Windows, Servers, Microsoft Office, Disaster Recovery, SDLC, Quality Assurance, Operating Systems, Data Center, Software Documentation, IT Operations, HTML, Technical Writing, Microsoft SQL Server, Troubleshooting, Requirements Gathering, Documentation, Citrix, Training, Access
Education
University of South Florida
Master's degree, Educational/Instructional Technology
University of South Florida
Bachelor of Arts (BA), Psychology
St. Petersburg College
Associate of Arts (AA), General Studies
Drea Sherwood Drea Sherwood's Raymond James Financial Inc. Experience January 2015 - June 2015
Job Sales Associate, Office Manager at Raymond James Financial Services Mekosh Financial Services an Independent Firm
Industry Financial Services
Experience
Raymond James Financial Services - Mekosh Financial Services an Independent Firm July 2015 - Present
Raymond James Financial, Inc. January 2015 - June 2015
Roelofs Capital Group July 2013 - January 2015
Edward Jones July 2009 - July 2013
Arizona State University September 2008 - April 2009
Northern Arizona University October 2006 - September 2008
Northern Arizona University May 2004 - October 2006
Skills
Leadership, Event Planning, Public Speaking, Time Management, Social Media, Sales, Microsoft Word, Customer Service, Marketing, Insurance
Education
Northern Arizona University 1987 — 1991
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Chaparral High School 1983 — 1987
Raymond James Financial Services - Mekosh Financial Services an Independent Firm July 2015 - Present
Raymond James Financial, Inc. January 2015 - June 2015
Roelofs Capital Group July 2013 - January 2015
Edward Jones July 2009 - July 2013
Arizona State University September 2008 - April 2009
Northern Arizona University October 2006 - September 2008
Northern Arizona University May 2004 - October 2006
Skills
Leadership, Event Planning, Public Speaking, Time Management, Social Media, Sales, Microsoft Word, Customer Service, Marketing, Insurance
Education
Northern Arizona University 1987 — 1991
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Chaparral High School 1983 — 1987
Cathy Norman Cathy Norman's Raymond James Financial Inc. Experience March 2015 - Present
Job Equity Admin at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Allstate August 2014 - March 2015
Tulsa Public Schools October 2012 - June 2014
Sky's the Limit Tutoring January 2012 - October 2013
Guardian Security Systems March 2012 - May 2012
Skills
Customer Service, Team Building, Microsoft Office, ELL Teacher, Higher Education, Leadership Development, Elementary Education, Curriculum Development, Teaching, Community Outreach, Staff Development, Curriculum Design, Public Speaking, Classroom Management, Educational Leadership, Tutoring, Teacher Training, Classroom
Education
Northeastern State University 2007 — 2010
B.S. Elementary Education, Elementary Education and Teaching
Tulsa Community College 2004 — 2007
Associate of Arts (A.A.), Elementary Education and Teaching
Raymond James Financial, Inc. March 2015 - Present
Allstate August 2014 - March 2015
Tulsa Public Schools October 2012 - June 2014
Sky's the Limit Tutoring January 2012 - October 2013
Guardian Security Systems March 2012 - May 2012
Skills
Customer Service, Team Building, Microsoft Office, ELL Teacher, Higher Education, Leadership Development, Elementary Education, Curriculum Development, Teaching, Community Outreach, Staff Development, Curriculum Design, Public Speaking, Classroom Management, Educational Leadership, Tutoring, Teacher Training, Classroom
Education
Northeastern State University 2007 — 2010
B.S. Elementary Education, Elementary Education and Teaching
Tulsa Community College 2004 — 2007
Associate of Arts (A.A.), Elementary Education and Teaching
Josh Sattler Josh Sattler's Raymond James Financial Inc. Experience May 2014 - December 2014
Job Sourcing Specialist at ScribeAmerica
Industry Financial Services
Experience
ScribeAmerica June 2015 - Present
Raymond James Financial, Inc. May 2014 - December 2014
THE COLLECTION September 2013 - December 2013
Alliance Mechanical September 2011 - September 2012
Mitchell's Fish Market June 2011 - August 2011
Fraser Hospitality August 2010 - December 2010
Sandestin Golf and Beach Resort May 2009 - August 2009
The Walt Disney Company February 2008 - August 2008
Camp Walden June 2004 - August 2007
Skills
Restaurants, Hospitality Management, Food & Beverage, Budgets, Leadership, Sales, Social Networking, Customer Service, Social Media, Event Management, Microsoft Office, Event Planning, Management, Microsoft Excel, Marketing, PowerPoint, Social Media Marketing, Microsoft Word, Hospitality, Research, Strategy
Education
Nova Southeastern University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.89
Michigan State University 2005 — 2010
Bachelor of Arts, Hospitality Business, 3.51
ScribeAmerica June 2015 - Present
Raymond James Financial, Inc. May 2014 - December 2014
THE COLLECTION September 2013 - December 2013
Alliance Mechanical September 2011 - September 2012
Mitchell's Fish Market June 2011 - August 2011
Fraser Hospitality August 2010 - December 2010
Sandestin Golf and Beach Resort May 2009 - August 2009
The Walt Disney Company February 2008 - August 2008
Camp Walden June 2004 - August 2007
Skills
Restaurants, Hospitality Management, Food & Beverage, Budgets, Leadership, Sales, Social Networking, Customer Service, Social Media, Event Management, Microsoft Office, Event Planning, Management, Microsoft Excel, Marketing, PowerPoint, Social Media Marketing, Microsoft Word, Hospitality, Research, Strategy
Education
Nova Southeastern University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.89
Michigan State University 2005 — 2010
Bachelor of Arts, Hospitality Business, 3.51
James Buchert James Buchert's Raymond James Financial Inc. Experience May 2015 - Present
Job Manager, Middleware Administration
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
PSCU October 2014 - May 2015
PSCU August 2013 - October 2014
PSCU January 2013 - August 2013
PSCU February 2010 - January 2013
PSCU December 2007 - February 2010
Fast Title Search January 2004 - December 2007
Skills
Scripting, Automation, Sterling Integrator, File Gateway, SharePoint, Server Administration, System Administration, Systems Engineering, Networking, Enterprise Architecture, VMware, Process Improvement, Active Directory, Customer Service, Microsoft Office, Windows Server, Databases, IIS, Enterprise Software, Citrix, Unix, System Deployment, Disaster Recovery, Red Hat Linux, Oracle, JBoss Application Server, Business Process Design, Web Services, Solarwinds, Financial Services, Testing, Integration, Hardware, Troubleshooting, SiteScope, Business Service..., ITIL, Servers, Software Installation, Visio, Operating Systems
Education
St. Petersburg College 2015 — 2017
Bachelor’s Degree, Organizational Leadership
St. Petersburg College 2011 — 2015
Associate’s Degree, Science (Technology Management)
Sickles High School 2001 — 2005
Raymond James Financial, Inc. May 2015 - Present
PSCU October 2014 - May 2015
PSCU August 2013 - October 2014
PSCU January 2013 - August 2013
PSCU February 2010 - January 2013
PSCU December 2007 - February 2010
Fast Title Search January 2004 - December 2007
Skills
Scripting, Automation, Sterling Integrator, File Gateway, SharePoint, Server Administration, System Administration, Systems Engineering, Networking, Enterprise Architecture, VMware, Process Improvement, Active Directory, Customer Service, Microsoft Office, Windows Server, Databases, IIS, Enterprise Software, Citrix, Unix, System Deployment, Disaster Recovery, Red Hat Linux, Oracle, JBoss Application Server, Business Process Design, Web Services, Solarwinds, Financial Services, Testing, Integration, Hardware, Troubleshooting, SiteScope, Business Service..., ITIL, Servers, Software Installation, Visio, Operating Systems
Education
St. Petersburg College 2015 — 2017
Bachelor’s Degree, Organizational Leadership
St. Petersburg College 2011 — 2015
Associate’s Degree, Science (Technology Management)
Sickles High School 2001 — 2005
Cara Lantz Cara Lantz's Raymond James Financial Inc. Experience September 2014 - Present
Job Office Manager at Detail Juice
Industry Computer & Network Security
Experience
Raymond James Financial, Inc. September 2014 - Present
Detail Juice January 2014 - April 2014
Midway Services October 2013 - January 2014
Macy's October 2011 - September 2013
Skills
Hardware Support, Database Administration, TCP/IP protocols, SQL Server Management..., Network Engineering, Microsoft Word, Microsoft Excel, Computer Hardware, Customer Service
Education
St. Petersburg College 2011 — 2015
Associate of Science (AS), Network Engineering
St. Petersburg College 2011 — 2014
Associate of Science (AS), IT Security
St. Petersburg College 2009 — 2014
Associate of Arts (AA)
Raymond James Financial, Inc. September 2014 - Present
Detail Juice January 2014 - April 2014
Midway Services October 2013 - January 2014
Macy's October 2011 - September 2013
Skills
Hardware Support, Database Administration, TCP/IP protocols, SQL Server Management..., Network Engineering, Microsoft Word, Microsoft Excel, Computer Hardware, Customer Service
Education
St. Petersburg College 2011 — 2015
Associate of Science (AS), Network Engineering
St. Petersburg College 2011 — 2014
Associate of Science (AS), IT Security
St. Petersburg College 2009 — 2014
Associate of Arts (AA)
Janna McFall Janna McFall's Raymond James Financial Inc. Experience April 2015 - Present
Job Support Specialist III at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2015 - Present
Raymond James Financial Inc. October 2010 - June 2015
CompanyBranch Banking & Trust June 2002 - August 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, English, Photoshop, Outlook, Windows, HTML, Budgets, PowerPoint, OneSource, Troubleshooting
Education
St. Petersburg College
Wolverine High School
Raymond James Financial, Inc. April 2015 - Present
Raymond James Financial Inc. October 2010 - June 2015
CompanyBranch Banking & Trust June 2002 - August 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, English, Photoshop, Outlook, Windows, HTML, Budgets, PowerPoint, OneSource, Troubleshooting
Education
St. Petersburg College
Wolverine High School
Kirk Scott Kirk Scott's Raymond James Financial Inc. Experience June 2015 - Present
Job Wealth Management/Financial Analytics Intern at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial, Inc. June 2015 - Present
Vivint June 2014 - August 2014
CUTCO Cutlery May 2013 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Microsoft Excel, Leadership, Social Networking, Sales, English, Teamwork, Time Management
Education
Morehouse College 2013 — 2017
Bachelor of Arts (B.A.), Business Administration, Management and Operations, 2nd Year
Raymond James Financial, Inc. June 2015 - Present
Vivint June 2014 - August 2014
CUTCO Cutlery May 2013 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Microsoft Excel, Leadership, Social Networking, Sales, English, Teamwork, Time Management
Education
Morehouse College 2013 — 2017
Bachelor of Arts (B.A.), Business Administration, Management and Operations, 2nd Year
Eric M. Branson Eric M. Branson's Raymond James Financial Inc. Experience May 1996 - June 2008
Job Vice President Wealth Management at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services July 2012 - Present
Morgan Stanley June 2008 - July 2012
Raymond James Financial, Inc. May 1996 - June 2008
US Army May 1988 - July 1991
Education
St. Petersburg College 1994 — 1995
AA, Finance, General
UBS Financial Services July 2012 - Present
Morgan Stanley June 2008 - July 2012
Raymond James Financial, Inc. May 1996 - June 2008
US Army May 1988 - July 1991
Education
St. Petersburg College 1994 — 1995
AA, Finance, General
Adam Queler, CFP ®'s Raymond James Financial Inc. Experience July 2015 - Present
Job Certified Financial Planner at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Skills
CFP®, Series 7, Series 65, Series 6, Series 63, Sales, Selling, Management, Finance, CRM, Insurance, Licensed Property &..., Small Business, Sales Management, LTC & Med. Supp. License, Life and Health License, Have Owned and Operated..., 6.5 years experience as..., Customer Service, Retirement Planning, Leadership
Education
Lenoir-Rhyne College 1995 — 1999
Bachelor of Arts (BA), Sports Management
Raymond James Financial, Inc. July 2015 - Present
Skills
CFP®, Series 7, Series 65, Series 6, Series 63, Sales, Selling, Management, Finance, CRM, Insurance, Licensed Property &..., Small Business, Sales Management, LTC & Med. Supp. License, Life and Health License, Have Owned and Operated..., 6.5 years experience as..., Customer Service, Retirement Planning, Leadership
Education
Lenoir-Rhyne College 1995 — 1999
Bachelor of Arts (BA), Sports Management
Shymiak Johnson Shymiak Johnson's Raymond James Financial Inc. Experience November 2012 - March 2013
Job EXECUTIVE ADMINISTRATIVE PROFESSIONAL
Industry Executive Office
Experience
Passage Home Inc. March 2015 - Present
GSK October 2014 - February 2015
UNC Health Care June 2014 - September 2014
Em Care March 2014 - April 2014
American Tower September 2013 - January 2014
Raymond James Financial, Inc. November 2012 - March 2013
AutoZone March 2012 - November 2012
Aci Glass Products June 2011 - September 2011
Skills
Outlook, Event Planning, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Public Speaking, Budgets, Employee Relations, PeopleSoft, Team Building, Research, Public Relations, Project Management, Administration, Data Entry, Databases, Access
Education
Katherine Gibbs Business School 1998 — 2000
Administrative Assistant Certified, Business Administration and Management, General
Florida Community College of Jacksonville 1996 — 1997
Some College Courses, Business Administration and Management, General
Passage Home Inc. March 2015 - Present
GSK October 2014 - February 2015
UNC Health Care June 2014 - September 2014
Em Care March 2014 - April 2014
American Tower September 2013 - January 2014
Raymond James Financial, Inc. November 2012 - March 2013
AutoZone March 2012 - November 2012
Aci Glass Products June 2011 - September 2011
Skills
Outlook, Event Planning, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Public Speaking, Budgets, Employee Relations, PeopleSoft, Team Building, Research, Public Relations, Project Management, Administration, Data Entry, Databases, Access
Education
Katherine Gibbs Business School 1998 — 2000
Administrative Assistant Certified, Business Administration and Management, General
Florida Community College of Jacksonville 1996 — 1997
Some College Courses, Business Administration and Management, General
Matt Karis, CFP®, ChFC® Matt Karis, CFP®, ChFC®'s Raymond James Financial Inc. Experience September 2004 - June 2008
Job Registered Principal at Invest Financial Corporation
Industry Financial Services
Experience
Invest Financial Corporation October 2011 - Present
Reliance Securities June 2008 - October 2011
Raymond James Financial, Inc. September 2004 - June 2008
SunTrust Securities March 2000 - September 2004
JP Turner & Company June 1999 - March 2000
Skills
Wealth Management, Retirement Planning, Income Planning, Life Insurance, Long Term Care Insurance, Certified Financial..., Chartered Financial..., Series 24, Series 7, Series 63, Estate Planning
Education
Pennsylvania State University 1995 — 1999
Accounting, Finance
Invest Financial Corporation October 2011 - Present
Reliance Securities June 2008 - October 2011
Raymond James Financial, Inc. September 2004 - June 2008
SunTrust Securities March 2000 - September 2004
JP Turner & Company June 1999 - March 2000
Skills
Wealth Management, Retirement Planning, Income Planning, Life Insurance, Long Term Care Insurance, Certified Financial..., Chartered Financial..., Series 24, Series 7, Series 63, Estate Planning
Education
Pennsylvania State University 1995 — 1999
Accounting, Finance
Christina Crown's Raymond James Financial Inc. Experience February 2015 - Present
Job Business Analyst/Contractor at Raymond James
Industry Executive Office
Experience
Raymond James Financial, Inc. February 2015 - Present
Citigroup Procurement Services April 2014 - December 2014
Progressus Therapy March 2011 - January 2013
Capstone International, Inc. March 2007 - March 2011
Skills
Business Management, Organizational..., Contract Management, Inventory Management, Inventory Control, Business Analysis, Operations Management, Management, Accounts Receivable, Accounts Payable, Microsoft Office, Financial Analysis
Education
St. Petersburg College 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
St. Petersburg College 2000 — 2003
Associate's Degree, Business Management, 3.6
Raymond James Financial, Inc. February 2015 - Present
Citigroup Procurement Services April 2014 - December 2014
Progressus Therapy March 2011 - January 2013
Capstone International, Inc. March 2007 - March 2011
Skills
Business Management, Organizational..., Contract Management, Inventory Management, Inventory Control, Business Analysis, Operations Management, Management, Accounts Receivable, Accounts Payable, Microsoft Office, Financial Analysis
Education
St. Petersburg College 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
St. Petersburg College 2000 — 2003
Associate's Degree, Business Management, 3.6
Mellissa Linnhoff's Raymond James Financial Inc. Experience August 2006 - April 2007
Job Registered Service Assistant at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. March 2014 - February 2015
Morgan Stanley June 2012 - February 2014
Cebert Wealth Management Group April 2007 - June 2012
Raymond James Financial, Inc. August 2006 - April 2007
LPL Financial May 2005 - September 2006
South Trust Securities Inc August 1998 - April 2005
Raymond James Financial, Inc. June 1993 - August 1998
Education
National Education Center - Bauder College 1985 — 1987
Associate of Arts (AA), Fashion Merchandising
Lakeview High School 1980 — 1985
High School Diploma
Raymond James Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. March 2014 - February 2015
Morgan Stanley June 2012 - February 2014
Cebert Wealth Management Group April 2007 - June 2012
Raymond James Financial, Inc. August 2006 - April 2007
LPL Financial May 2005 - September 2006
South Trust Securities Inc August 1998 - April 2005
Raymond James Financial, Inc. June 1993 - August 1998
Education
National Education Center - Bauder College 1985 — 1987
Associate of Arts (AA), Fashion Merchandising
Lakeview High School 1980 — 1985
High School Diploma
Walter Wood III Walter Wood III's Raymond James Financial Inc. Experience March 2015 - Present
Job Sales Associate II at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Fidelity Investments 2012 - November 2014
Raymond James Financial Inc. February 2010 - January 2012
Fidelity Investments April 2007 - February 2010
UBS Investment Bank August 2005 - September 2006
Skills
Holistic Financial..., Asset Management, Customer Service, Relationship Management, Life Insurance, Qualified Retirement..., People-oriented, Sales Process, Mutual Funds, Client Driven, Public Speaking, Investments, Financial Planning, Finance, Leadership, Retirement, Team Building, Project Management, Retirement Planning, Strategic Planning
Education
University of Cambridge 2005 — 2006
Postgraduate Certificate in International Business Practice
Samford University 1999 — 2003
Bachelor of Arts (B.A.), History
Saint Xavier High School 1995 — 1999
Raymond James Financial, Inc. March 2015 - Present
Fidelity Investments 2012 - November 2014
Raymond James Financial Inc. February 2010 - January 2012
Fidelity Investments April 2007 - February 2010
UBS Investment Bank August 2005 - September 2006
Skills
Holistic Financial..., Asset Management, Customer Service, Relationship Management, Life Insurance, Qualified Retirement..., People-oriented, Sales Process, Mutual Funds, Client Driven, Public Speaking, Investments, Financial Planning, Finance, Leadership, Retirement, Team Building, Project Management, Retirement Planning, Strategic Planning
Education
University of Cambridge 2005 — 2006
Postgraduate Certificate in International Business Practice
Samford University 1999 — 2003
Bachelor of Arts (B.A.), History
Saint Xavier High School 1995 — 1999
Bradley Meyers's Raymond James Financial Inc. Experience May 2015 - Present
Job Intern at Raymond James Financial, Inc.
Industry
Experience
Raymond James Financial, Inc. May 2015 - Present
Fairlane Ford Inc. June 2014 - August 2014
Michigan State Attorney General, Bill Schuette June 2013 - August 2013
Congressman, John Dingell June 2012 - August 2012
Education
Michigan State University 2014 — 2018
Finance, General
University of Detroit Jesuit High School 2010 — 2014
Raymond James Financial, Inc. May 2015 - Present
Fairlane Ford Inc. June 2014 - August 2014
Michigan State Attorney General, Bill Schuette June 2013 - August 2013
Congressman, John Dingell June 2012 - August 2012
Education
Michigan State University 2014 — 2018
Finance, General
University of Detroit Jesuit High School 2010 — 2014
Nelson Ross Martin's Raymond James Financial Inc. Experience May 2015 - August 2015
Job Raymond James
Industry Investment Banking
Experience
Raymond James Financial, Inc. May 2015 - August 2015
fdu group June 2014 - July 2014
Healthcare Realty July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Research, Teamwork, Customer Service, Social Media, Financial Analysis, Financial Modeling, Social Networking
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Finance with a specialization in Alternative Asset Management, Senior
Montgomery Bell Academy 2006 — 2012
High School
Raymond James Financial, Inc. May 2015 - August 2015
fdu group June 2014 - July 2014
Healthcare Realty July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Research, Teamwork, Customer Service, Social Media, Financial Analysis, Financial Modeling, Social Networking
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Finance with a specialization in Alternative Asset Management, Senior
Montgomery Bell Academy 2006 — 2012
High School
Martha Wyatt's Raymond James Financial Inc. Experience 2015 - 2015
Job Vice President, Human Resources Raymond James & Associates
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2011 - Present
Bank of America January 2009 - Present
Bank of America September 2005 - Present
Bank of America 2005 - Present
Bank of America 2005 - Present
Raymond James Financial, Inc. 2015 - 2015
Raymond James Financial, Inc. 2015 - 2015
Raymond James Financial, Inc. 2015 - 2015
Bank of America January 2006 - January 2009
Nortel Networks 1994 - 2005
Skills
Human Resources, Change Management, Talent Management, Performance Management, Employee Engagement, Leadership Development, Onboarding, Strategic Planning, Vendor Management, Employee Relations, Succession Planning, Banking, Leadership, Talent Acquisition, Process Improvement, Risk Management
Education
Queen's University 1984 — 1988
BAH, Sociology
Villanova University
Bank of America Merrill Lynch January 2011 - Present
Bank of America January 2009 - Present
Bank of America September 2005 - Present
Bank of America 2005 - Present
Bank of America 2005 - Present
Raymond James Financial, Inc. 2015 - 2015
Raymond James Financial, Inc. 2015 - 2015
Raymond James Financial, Inc. 2015 - 2015
Bank of America January 2006 - January 2009
Nortel Networks 1994 - 2005
Skills
Human Resources, Change Management, Talent Management, Performance Management, Employee Engagement, Leadership Development, Onboarding, Strategic Planning, Vendor Management, Employee Relations, Succession Planning, Banking, Leadership, Talent Acquisition, Process Improvement, Risk Management
Education
Queen's University 1984 — 1988
BAH, Sociology
Villanova University
Laurie Gross Laurie Gross's Raymond James Financial Inc. Experience 2015 - Present
Job Financial Advisor at Raymond James Financial, Inc., Member FINRA/SIPC; Investment Management Consultant
Industry Financial Services
Experience
Raymond James Financial, Inc. 2015 - Present
Raymond James January 2007 - February 2015
Bankers Trust 1987 - 1992
Skills
Retirement Planning, Investment Advisory..., College Education..., Life & Health Insurance..., Wealth Management, Asset Managment
Education
State University of New York College at Oneonta 1976 — 1980
BA Economics
Hillcrest High School; Queens, NY
Raymond James Financial, Inc. 2015 - Present
Raymond James January 2007 - February 2015
Bankers Trust 1987 - 1992
Skills
Retirement Planning, Investment Advisory..., College Education..., Life & Health Insurance..., Wealth Management, Asset Managment
Education
State University of New York College at Oneonta 1976 — 1980
BA Economics
Hillcrest High School; Queens, NY
Kristi Russell-Carter Kristi Russell-Carter's Raymond James Financial Inc. Experience May 2015 - Present
Job IT Business Analyst
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Chase Paymentech Solutions June 2011 - May 2015
Chase Paymentech Solutions October 2006 - June 2011
Chase Paymentech Solutions March 2001 - October 2006
Bank One Payment Services 1998 - 2001
First Data Merchant Services 1995 - 1998
Skills
Payments, Debit Cards, Product Management, Marketing, Mobile Payments, Merchant Services, Analysis, Electronic Payments, Market Research, E-commerce, Credit, Credit Cards, E-payments, Payment Card Processing, Management, Strategic Partnerships, Relationship Management, Technical Documentation
Education
University of Tampa 2008 — 2012
BA
St. Petersburg College 2005 — 2007
AS
Raymond James Financial, Inc. May 2015 - Present
Chase Paymentech Solutions June 2011 - May 2015
Chase Paymentech Solutions October 2006 - June 2011
Chase Paymentech Solutions March 2001 - October 2006
Bank One Payment Services 1998 - 2001
First Data Merchant Services 1995 - 1998
Skills
Payments, Debit Cards, Product Management, Marketing, Mobile Payments, Merchant Services, Analysis, Electronic Payments, Market Research, E-commerce, Credit, Credit Cards, E-payments, Payment Card Processing, Management, Strategic Partnerships, Relationship Management, Technical Documentation
Education
University of Tampa 2008 — 2012
BA
St. Petersburg College 2005 — 2007
AS
Deborah Gerewitz Deborah Gerewitz's Raymond James Financial Inc. Experience February 2015 - Present
Job Healthcare Investment Banking Associate at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. February 2015 - Present
Oppenheimer & Co. July 2012 - February 2015
Oppenheimer & Co. Inc. July 2010 - July 2012
Deloitte Financial Advisory Services July 2008 - July 2010
Education
Rutgers University-New Brunswick 2004 — 2008
B.S., Finance, Art Hstory
Raymond James Financial, Inc. February 2015 - Present
Oppenheimer & Co. July 2012 - February 2015
Oppenheimer & Co. Inc. July 2010 - July 2012
Deloitte Financial Advisory Services July 2008 - July 2010
Education
Rutgers University-New Brunswick 2004 — 2008
B.S., Finance, Art Hstory
Leslie Vandegrift Leslie Vandegrift's Raymond James Financial Inc. Experience July 2015 - Present
Job Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
CFA Institute February 2010 - Present
Raymond James Financial, Inc. November 2014 - July 2015
Robinson Tiger Rock Academy August 2012 - November 2014
Tennessee State Department of the Treasury December 2013 - October 2014
American Red Cross February 2010 - October 2014
Nashville Area Schools March 2009 - October 2014
Leslie's Private Business Consulting May 2011 - July 2014
Fleet St Pub November 2011 - August 2013
Robert Half International April 2010 - August 2011
Skills
Economics, Accounting, Finance, Research, Microsoft Office, Financial Analysis, Event Planning, Microsoft Excel, Financial Modeling, Fundraising, Customer Service, PowerPoint, Marketing, International Relations, Analysis, Non-profits, Microsoft Word, Management, Training, Data Analysis
Education
Richmond, The American International University in London 2005 — 2008
BA, International Business
Richmond, The American International University in London 2005 — 2008
British 2:1 Hons, International Business
Franklin High School 2001 — 2005
International Baccalaureate High School Diploma
Raymond James Financial, Inc. July 2015 - Present
CFA Institute February 2010 - Present
Raymond James Financial, Inc. November 2014 - July 2015
Robinson Tiger Rock Academy August 2012 - November 2014
Tennessee State Department of the Treasury December 2013 - October 2014
American Red Cross February 2010 - October 2014
Nashville Area Schools March 2009 - October 2014
Leslie's Private Business Consulting May 2011 - July 2014
Fleet St Pub November 2011 - August 2013
Robert Half International April 2010 - August 2011
Skills
Economics, Accounting, Finance, Research, Microsoft Office, Financial Analysis, Event Planning, Microsoft Excel, Financial Modeling, Fundraising, Customer Service, PowerPoint, Marketing, International Relations, Analysis, Non-profits, Microsoft Word, Management, Training, Data Analysis
Education
Richmond, The American International University in London 2005 — 2008
BA, International Business
Richmond, The American International University in London 2005 — 2008
British 2:1 Hons, International Business
Franklin High School 2001 — 2005
International Baccalaureate High School Diploma
Mark Bledsoe Mark Bledsoe's Raymond James Financial Inc. Experience August 2005 - October 2006
Job Regional Sales Manager at ProMax Unlimited
Industry Automotive
Experience
ProMax Unlimited July 2011 - Present
Dominion Dealer Solutions March 2010 - July 2011
Sister Technologies January 2009 - March 2010
Visible Customer October 2008 - January 2009
National Credit Center October 2006 - October 2008
Raymond James Financial, Inc. August 2005 - October 2006
Dominion Dealer Solutions March 2003 - August 2005
Snelling March 2000 - March 2003
Wal-Mart Stores, Inc. September 1990 - March 2000
Skills
CRM, Sales Management, Strategic Planning, Account Management, Sales, B2B, Cold Calling, Management, Leadership, Selling, Sales Operations, Sales Process, Team Building, Forecasting, Salesforce.com, New Business Development, Customer Satisfaction, Contract Negotiation, Customer Retention, Entrepreneurship, Project Management, Automotive, Change Management, Profit
Education
Midwestern State University 1989 — 1993
B.B.A, Accounting
Oklahoma State University 1987 — 1988
ProMax Unlimited July 2011 - Present
Dominion Dealer Solutions March 2010 - July 2011
Sister Technologies January 2009 - March 2010
Visible Customer October 2008 - January 2009
National Credit Center October 2006 - October 2008
Raymond James Financial, Inc. August 2005 - October 2006
Dominion Dealer Solutions March 2003 - August 2005
Snelling March 2000 - March 2003
Wal-Mart Stores, Inc. September 1990 - March 2000
Skills
CRM, Sales Management, Strategic Planning, Account Management, Sales, B2B, Cold Calling, Management, Leadership, Selling, Sales Operations, Sales Process, Team Building, Forecasting, Salesforce.com, New Business Development, Customer Satisfaction, Contract Negotiation, Customer Retention, Entrepreneurship, Project Management, Automotive, Change Management, Profit
Education
Midwestern State University 1989 — 1993
B.B.A, Accounting
Oklahoma State University 1987 — 1988
Deborah (Behling) Thompson Deborah (Behling) Thompson's Raymond James Financial Inc. Experience March 2015 - Present
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation 2010 - 2014
Merrill Lynch 1994 - 2002
Education
University of Minnesota-Twin Cities 1987 — 1991
Bachelor’s Degree
Montana State University-Bozeman 1990 — 1991
Raymond James Financial, Inc. March 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation 2010 - 2014
Merrill Lynch 1994 - 2002
Education
University of Minnesota-Twin Cities 1987 — 1991
Bachelor’s Degree
Montana State University-Bozeman 1990 — 1991
Bryan Okun's Raymond James Financial Inc. Experience April 2015 - Present
Job Regional Vice President at Eagle Asset Management, Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2015 - Present
J.P. Morgan December 2011 - March 2015
Managers Investment Group May 2011 - December 2011
TradeStation Securities September 2010 - May 2011
Quill September 2008 - January 2010
Skills
Investments, Asset Managment, Series 7, Portfolio Management, Marketing Strategy, Sales, Marketing, Customer Service, Account Management, Strategic Planning, Financial Services, Asset Management, Financial Analysis, Asset Allocation, Mutual Funds, Strategy, Fixed Income, Alternative Investments, Equities, Securities, Analysis, Trading, Options, Series 63, Hedge Funds, Bloomberg, Investment Strategies, Investment Management
Education
Miami University 2004 — 2008
Bachelors, Communications, Business, Computer Science
Raymond James Financial, Inc. April 2015 - Present
J.P. Morgan December 2011 - March 2015
Managers Investment Group May 2011 - December 2011
TradeStation Securities September 2010 - May 2011
Quill September 2008 - January 2010
Skills
Investments, Asset Managment, Series 7, Portfolio Management, Marketing Strategy, Sales, Marketing, Customer Service, Account Management, Strategic Planning, Financial Services, Asset Management, Financial Analysis, Asset Allocation, Mutual Funds, Strategy, Fixed Income, Alternative Investments, Equities, Securities, Analysis, Trading, Options, Series 63, Hedge Funds, Bloomberg, Investment Strategies, Investment Management
Education
Miami University 2004 — 2008
Bachelors, Communications, Business, Computer Science
Chris Savorelli Chris Savorelli's Raymond James Financial Inc. Experience June 2015 - Present
Job Trading Support Associate II at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. February 2014 - June 2015
Mercury Insurance January 2013 - February 2014
University of South Florida August 2010 - December 2012
Best Buy October 2011 - January 2012
Strategic Media May 2011 - July 2011
Skills
search engine..., Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Facebook, Sales, QuickBooks, SEO, Event Planning, Access
Education
Saint Leo University 2014 — 2016
Master of Business Administration (M.B.A.)
University of South Florida 2010 — 2012
Bachelor's degree, Finance & Marketing, 3.33
Hillsborough Community College 2008 — 2010
Associate of Arts, Business Administration, 3.35
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. February 2014 - June 2015
Mercury Insurance January 2013 - February 2014
University of South Florida August 2010 - December 2012
Best Buy October 2011 - January 2012
Strategic Media May 2011 - July 2011
Skills
search engine..., Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Facebook, Sales, QuickBooks, SEO, Event Planning, Access
Education
Saint Leo University 2014 — 2016
Master of Business Administration (M.B.A.)
University of South Florida 2010 — 2012
Bachelor's degree, Finance & Marketing, 3.33
Hillsborough Community College 2008 — 2010
Associate of Arts, Business Administration, 3.35
Joshua Salas Joshua Salas's Raymond James Financial Inc. Experience July 2015 - Present
Job Systems Engineer at Raymond James Financial, Inc.
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Jabil October 2011 - July 2015
Raymond James July 2010 - October 2011
HSN January 2008 - July 2010
eSolutions 2004 - 2006
Skills
F5 BigIP, IIS, Operating Systems, Disaster Recovery, Windows Server, Networking, Servers, Active Directory, DNS, System Administration, Troubleshooting, Data Center, Virtualization, Linux, Network Security, VMware, Firewalls, Switches, Routers, VPN, Hardware, DHCP, Technical Support, Integration, VMware ESX, Cisco Technologies, TCP/IP, Citrix, Microsoft Exchange, SharePoint, HP, Powershell, Red Hat Linux, SAN, LAN-WAN, Cisco Routers, Unix, Microsoft Technologies, Cisco IOS, System Center..., System Center Products, System Center...
Education
St. Petersburg College 1996 — 1999
Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Raymond James Financial, Inc. July 2015 - Present
Jabil October 2011 - July 2015
Raymond James July 2010 - October 2011
HSN January 2008 - July 2010
eSolutions 2004 - 2006
Skills
F5 BigIP, IIS, Operating Systems, Disaster Recovery, Windows Server, Networking, Servers, Active Directory, DNS, System Administration, Troubleshooting, Data Center, Virtualization, Linux, Network Security, VMware, Firewalls, Switches, Routers, VPN, Hardware, DHCP, Technical Support, Integration, VMware ESX, Cisco Technologies, TCP/IP, Citrix, Microsoft Exchange, SharePoint, HP, Powershell, Red Hat Linux, SAN, LAN-WAN, Cisco Routers, Unix, Microsoft Technologies, Cisco IOS, System Center..., System Center Products, System Center...
Education
St. Petersburg College 1996 — 1999
Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Michele Hirning's Raymond James Financial Inc. Experience March 2015 - Present
Job Technology Analyst
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. March 2015 - Present
West Central Florida (Tampa) IIBA May 2014 - April 2015
Insurance Administrative Solutions, L.L.C. June 2014 - March 2015
Catalina Marketing February 2014 - May 2014
Catalina Marketing October 2013 - February 2014
IIBA 2014 - 2014
HealthPlan Services April 2013 - October 2013
Jackson Hewitt February 2012 - April 2013
UNI/CARE Systems, Inc. (now CoCentrix) May 2010 - February 2012
Northwestern Mutual March 2003 - May 2009
Skills
Business Analysis, Quality Assurance, Technical Writing, Release Management, Change Management, Software Configuration..., ITIL, Project Coordination, Project Implementation, Requirements Analysis, Requirements Gathering, Requirements Management, Business Requirements, Requirements..., Testing, Test Planning, System Testing, User Acceptance Testing, Manual Testing, Test Management, Usability Testing, Product Requirements, Software Requirements, System Requirements, Hatha Yoga, Requirement..., Agile Methodologies, Software Quality..., XML, Web Applications, Databases, SDLC, SharePoint, Regression Testing, Leadership, CRM, Visio, Process Improvement, Management, Software Documentation, Integration, Visual Basic, MS Project, Training, Quality Center, Software Project..., Software Development, Scrum, PMP, Business Process
Education
Jesus College, Cambridge
University of Wisconsin-Milwaukee
MA, Literary Studies
Pomona College
BA, English Literature
ReFlex Arts Dance & Yoga 2012 — 2012
RYT (Registered Yoga Teacher), Yoga Teacher Training/Yoga Therapy, 200 Hours Yoga Alliance Certification
Raymond James Financial, Inc. March 2015 - Present
West Central Florida (Tampa) IIBA May 2014 - April 2015
Insurance Administrative Solutions, L.L.C. June 2014 - March 2015
Catalina Marketing February 2014 - May 2014
Catalina Marketing October 2013 - February 2014
IIBA 2014 - 2014
HealthPlan Services April 2013 - October 2013
Jackson Hewitt February 2012 - April 2013
UNI/CARE Systems, Inc. (now CoCentrix) May 2010 - February 2012
Northwestern Mutual March 2003 - May 2009
Skills
Business Analysis, Quality Assurance, Technical Writing, Release Management, Change Management, Software Configuration..., ITIL, Project Coordination, Project Implementation, Requirements Analysis, Requirements Gathering, Requirements Management, Business Requirements, Requirements..., Testing, Test Planning, System Testing, User Acceptance Testing, Manual Testing, Test Management, Usability Testing, Product Requirements, Software Requirements, System Requirements, Hatha Yoga, Requirement..., Agile Methodologies, Software Quality..., XML, Web Applications, Databases, SDLC, SharePoint, Regression Testing, Leadership, CRM, Visio, Process Improvement, Management, Software Documentation, Integration, Visual Basic, MS Project, Training, Quality Center, Software Project..., Software Development, Scrum, PMP, Business Process
Education
Jesus College, Cambridge
University of Wisconsin-Milwaukee
MA, Literary Studies
Pomona College
BA, English Literature
ReFlex Arts Dance & Yoga 2012 — 2012
RYT (Registered Yoga Teacher), Yoga Teacher Training/Yoga Therapy, 200 Hours Yoga Alliance Certification
Melanie Pezey Yancey's Raymond James Financial Inc. Experience March 2015 - Present
Job Senior Account Executive, Advisor Marketing at Raymond James Financial Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial, Inc. March 2015 - Present
Catalina Marketing September 2008 - March 2014
Catalina Marketing March 2006 - September 2008
Catalina Marketing July 2004 - March 2006
Eckerd Corporation 2003 - 2004
Eckerd Corporation February 2002 - March 2003
Eckerd Corporation November 2000 - February 2002
Eckerd Corporation October 1999 - February 2000
Eckerd Corporation November 1997 - October 1999
Eckerd Corporation December 1996 - November 1997
Skills
Advertising, Marketing Strategy, Marketing, Customer Insight, Strategic Planning, Analytics, Direct Marketing, Social Media, Brand Management, Integrated Marketing, Customer-focused Service, Digital Marketing, Marketing Research, Marketing Communications, Marketing Management, Email Marketing, Management
Education
Nova Southeastern University 2000 — 2002
Master of Science, Education
University of Central Florida 1991 — 1996
Bachelor of Arts (B.A.), Journalism (Advertising & Public Relations)
Raymond James Financial, Inc. March 2015 - Present
Catalina Marketing September 2008 - March 2014
Catalina Marketing March 2006 - September 2008
Catalina Marketing July 2004 - March 2006
Eckerd Corporation 2003 - 2004
Eckerd Corporation February 2002 - March 2003
Eckerd Corporation November 2000 - February 2002
Eckerd Corporation October 1999 - February 2000
Eckerd Corporation November 1997 - October 1999
Eckerd Corporation December 1996 - November 1997
Skills
Advertising, Marketing Strategy, Marketing, Customer Insight, Strategic Planning, Analytics, Direct Marketing, Social Media, Brand Management, Integrated Marketing, Customer-focused Service, Digital Marketing, Marketing Research, Marketing Communications, Marketing Management, Email Marketing, Management
Education
Nova Southeastern University 2000 — 2002
Master of Science, Education
University of Central Florida 1991 — 1996
Bachelor of Arts (B.A.), Journalism (Advertising & Public Relations)
Eric Wathen Eric Wathen's Raymond James Financial Inc. Experience January 2007 - May 2015
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Raymond James Financial, Inc. January 2007 - May 2015
Education
Oakland University 2008 — 2010
Master of Business Administration (M.B.A.), Economics
Oakland University 2006 — 2008
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. May 2015 - Present
Raymond James Financial, Inc. January 2007 - May 2015
Education
Oakland University 2008 — 2010
Master of Business Administration (M.B.A.), Economics
Oakland University 2006 — 2008
Bachelor of Science (B.S.), Finance, General
José A. del Rosario's Raymond James Financial Inc. Experience June 2014 - August 2014
Job Student at Manhattan College
Industry Financial Services
Experience
Puerto Rico Sotheby's International Realty June 2015 - August 2015
Raymond James Financial, Inc. June 2014 - August 2014
The New York Times January 2014 - May 2014
Organization of American States November 2012 - December 2012
Education
Manhattan College 2013 — 2016
Bachelor's degree, Finance
Saint John's School 1998 — 2013
High School Diploma
Puerto Rico Sotheby's International Realty June 2015 - August 2015
Raymond James Financial, Inc. June 2014 - August 2014
The New York Times January 2014 - May 2014
Organization of American States November 2012 - December 2012
Education
Manhattan College 2013 — 2016
Bachelor's degree, Finance
Saint John's School 1998 — 2013
High School Diploma
Kyle Fraser Kyle Fraser's Raymond James Financial Inc. Experience February 2015 - Present
Job Financial Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2015 - Present
Star Cushion Products May 2006 - January 2015
Lindenwood University August 2013 - July 2014
St. Clair Tennis Club March 2011 - June 2013
Education
Lindenwood University 2013 — 2014
Master of Business Administration (M.B.A.)
University of Illinois Springfield 2009 — 2012
Bachelor's Degree, Business Administration and Management, General
Raymond James Financial, Inc. February 2015 - Present
Star Cushion Products May 2006 - January 2015
Lindenwood University August 2013 - July 2014
St. Clair Tennis Club March 2011 - June 2013
Education
Lindenwood University 2013 — 2014
Master of Business Administration (M.B.A.)
University of Illinois Springfield 2009 — 2012
Bachelor's Degree, Business Administration and Management, General
Jordan Dean's Raymond James Financial Inc. Experience March 2015 - Present
Job Human Resources, Mandatory Programs Coordinator
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Surgical Care Affiliates April 2014 - February 2015
Powell & Booth June 2013 - December 2013
Hyundai Motor Finance March 2013 - June 2013
Skills
Customer Service, Organization, Multi Tasking, Accounting, PowerPoint, Microsoft Excel, Public Speaking, Money Management, Negotiation, Research, Financial Analysis, Accounts Payable, Analysis
Education
Southeastern University 2008 — 2012
Bachelor of Science (B.S.), International Business, 3.94
Raymond James Financial, Inc. March 2015 - Present
Surgical Care Affiliates April 2014 - February 2015
Powell & Booth June 2013 - December 2013
Hyundai Motor Finance March 2013 - June 2013
Skills
Customer Service, Organization, Multi Tasking, Accounting, PowerPoint, Microsoft Excel, Public Speaking, Money Management, Negotiation, Research, Financial Analysis, Accounts Payable, Analysis
Education
Southeastern University 2008 — 2012
Bachelor of Science (B.S.), International Business, 3.94
Kimberly Quinones Kimberly Quinones's Raymond James Financial Inc. Experience 1997 - 2000
Job Senior Finance Professional
Industry Financial Services
Experience
Ramirez & Co., Inc. 2006 - 2012
Citi 2000 - 2005
Raymond James Financial, Inc. 1997 - 2000
City of New York, Office of the Mayor 1996 - 1997
Citicorp Securities, Inc. 1992 - 1996
Bear Stearns & Co., Inc. 1990 - 1991
Prudential-Bache Capital Funding 1983 - 1990
Skills
Public Finance, Capital Markets, Infrastructure, Transportation, New Business Development, Relationship Management, Deal Execution, State Government, Local Government, Economic Development, Leadership Development, Diversity & Inclusion
Education
Princeton University 1978 — 1982
Bachelor’s Degree, Economics
Ramirez & Co., Inc. 2006 - 2012
Citi 2000 - 2005
Raymond James Financial, Inc. 1997 - 2000
City of New York, Office of the Mayor 1996 - 1997
Citicorp Securities, Inc. 1992 - 1996
Bear Stearns & Co., Inc. 1990 - 1991
Prudential-Bache Capital Funding 1983 - 1990
Skills
Public Finance, Capital Markets, Infrastructure, Transportation, New Business Development, Relationship Management, Deal Execution, State Government, Local Government, Economic Development, Leadership Development, Diversity & Inclusion
Education
Princeton University 1978 — 1982
Bachelor’s Degree, Economics
Kaleigh Stovall's Raymond James Financial Inc. Experience June 2015 - Present
Job Marketing Coordinator at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Independent Financial Services April 2012 - June 2015
Charity Chics North Tampa/Pasco April 2013 - May 2015
Walt Disney World January 2012 - April 2012
Cracker Barrel June 2011 - December 2011
Northcliffe Baptist Church April 2011 - August 2011
Dr. Ernest A. Brady, DMD January 2010 - May 2010
Skills
Customer Service, Facebook, Marketing, Outlook, Event Planning, Sales, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Media, Administrative..., Event Management, Fundraising, Nonprofits, Leadership, Social Networking, Community Outreach, Public Speaking, Social Media Marketing, Spreadsheets, Research, Time Management, Public Relations, Marketing Communications, Microsoft Office, Data Entry, Office Management, Access, Office Administration, System Administration, Accounts Payable, Notary Public, 10 Key, Paperwork, Electronic Funds..., Money Transfers, Anti Money Laundering
Education
St. Petersburg College 2013 — 2017
Bachelor's degree, Business Administration, 3.8/4.0 GPA
Pasco-Hernando Community College 2010 — 2013
Associate of Arts (A.A.), Associate in Arts, 3.8/4.0 GPA
Raymond James Financial, Inc. June 2015 - Present
Independent Financial Services April 2012 - June 2015
Charity Chics North Tampa/Pasco April 2013 - May 2015
Walt Disney World January 2012 - April 2012
Cracker Barrel June 2011 - December 2011
Northcliffe Baptist Church April 2011 - August 2011
Dr. Ernest A. Brady, DMD January 2010 - May 2010
Skills
Customer Service, Facebook, Marketing, Outlook, Event Planning, Sales, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Media, Administrative..., Event Management, Fundraising, Nonprofits, Leadership, Social Networking, Community Outreach, Public Speaking, Social Media Marketing, Spreadsheets, Research, Time Management, Public Relations, Marketing Communications, Microsoft Office, Data Entry, Office Management, Access, Office Administration, System Administration, Accounts Payable, Notary Public, 10 Key, Paperwork, Electronic Funds..., Money Transfers, Anti Money Laundering
Education
St. Petersburg College 2013 — 2017
Bachelor's degree, Business Administration, 3.8/4.0 GPA
Pasco-Hernando Community College 2010 — 2013
Associate of Arts (A.A.), Associate in Arts, 3.8/4.0 GPA
Jordan Hobbs Jordan Hobbs's Raymond James Financial Inc. Experience Trading Support Associate IIRaymond James Financial, Inc.March 2014 - February 2015
Job Trading Support Associate III at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. Trading Support Associate IIRaymond James Financial, Inc.March 2014 - February 2015
Raymond James Financial, Inc. October 2012 - March 2014
Skills
Trading, Microsoft Office, Financial Analysis, Investments, Finance
Education
The University of Memphis 2011 — 2012
Bachelor’s Degree, Business Administration and Management, General
Lambuth University 2008 — 2011
Business Administration and Management, General
Raymond James Financial, Inc. Trading Support Associate IIRaymond James Financial, Inc.March 2014 - February 2015
Raymond James Financial, Inc. October 2012 - March 2014
Skills
Trading, Microsoft Office, Financial Analysis, Investments, Finance
Education
The University of Memphis 2011 — 2012
Bachelor’s Degree, Business Administration and Management, General
Lambuth University 2008 — 2011
Business Administration and Management, General
Brett Defore's Raymond James Financial Inc. Experience August 2008 - Present
Job Vice President at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2008 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Murray State University 1982 — 1986
Bachelor's degree, Economics
Raymond James Financial, Inc. August 2008 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Murray State University 1982 — 1986
Bachelor's degree, Economics
Allison Bratzel Allison Bratzel's Raymond James Financial Inc. Experience June 2015 - Present
Job Equity Research Associate at Raymond James Financial, Inc.
Industry
Experience
Raymond James Financial, Inc. June 2015 - Present
Robert W. Baird & Co. June 2014 - June 2015
Michigan State University Department of Finance August 2012 - May 2014
Robert W. Baird & Co. May 2013 - August 2013
Michigan State University Department of Economics August 2012 - May 2013
Michigan State University November 2012 - November 2012
Michigan State University November 2012 - November 2012
Michigan State University - Dr. Brian Schutte Lab September 2010 - May 2012
Michigan State University April 2012 - April 2012
Easter Seals of DuPage and the Fox Valley Region June 2010 - August 2010
Education
Michigan State University 2010 — 2014
Finance and Economics
Raymond James Financial, Inc. June 2015 - Present
Robert W. Baird & Co. June 2014 - June 2015
Michigan State University Department of Finance August 2012 - May 2014
Robert W. Baird & Co. May 2013 - August 2013
Michigan State University Department of Economics August 2012 - May 2013
Michigan State University November 2012 - November 2012
Michigan State University November 2012 - November 2012
Michigan State University - Dr. Brian Schutte Lab September 2010 - May 2012
Michigan State University April 2012 - April 2012
Easter Seals of DuPage and the Fox Valley Region June 2010 - August 2010
Education
Michigan State University 2010 — 2014
Finance and Economics
Clark Browning Clark Browning's Raymond James Financial Inc. Experience May 2015 - July 2015
Job Intern at Raymond James
Industry Financial Services
Experience
Joe's Brewery May 2014 - Present
Raymond James Financial, Inc. May 2015 - July 2015
YMCA May 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Project Management, Leadership, Event Planning, Teamwork, Social Media, Research, Time Management
Education
University of Illinois at Urbana-Champaign 2013 — 2016
Economics
The London School of Economics and Political Science (LSE) 2015 — 2015
Finance, General
Lake Forest College 2012 — 2013
Economics
Joe's Brewery May 2014 - Present
Raymond James Financial, Inc. May 2015 - July 2015
YMCA May 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Project Management, Leadership, Event Planning, Teamwork, Social Media, Research, Time Management
Education
University of Illinois at Urbana-Champaign 2013 — 2016
Economics
The London School of Economics and Political Science (LSE) 2015 — 2015
Finance, General
Lake Forest College 2012 — 2013
Economics
Robert Apple Robert Apple's Raymond James Financial Inc. Experience July 1989 - October 1996
Job .....
Industry Financial Services
Experience
Wells Fargo February 2014 - August 2015
Wells Fargo January 2012 - February 2014
Wells Fargo Advisors May 2008 - December 2011
Citi July 2007 - May 2008
Rob Apple, Inc May 2001 - June 2007
Solomon Grey Financial December 1999 - April 2001
Apple Financial Services, Inc October 1996 - December 1999
Raymond James Financial, Inc. July 1989 - October 1996
Raymond James Financial, Inc. February 1988 - June 1989
Skills
Risk Management, Brokerage, Financial Services, Financial Risk, Operational Risk, Internal Audit, Financial Analysis, Banking, Finance, Auditing, Control mapping, Risk Self Assessments, Control Testing, Privacy Compliance, Compliance Program..., Operational Risk..., Mentoring, SOX 404, FINRA CEO Certification, Management, Microsoft Office, Customer Service, Strategic Planning, Microsoft Excel, Project Management, Change Management, Accounting, Microsoft Word, Team Building, PowerPoint, Leadership, Business Analysis, Basel, Financial Reporting, Negotiation, Public Speaking, Research, Training, Business Process..., Teamwork, Coaching, Program Management, Risk Assessment, Process Improvement, Analysis, Team Leadership, Internal Controls, Time Management, Outlook, Forecasting
Education
University of Tampa 1998 — 1999
Bachelor’s Degree, Accounting
University of South Florida 1986 — 1989
Accounting, Economics, and Finance
St. Petersburg College 1982 — 1986
Associate’s Degree, Accounting and Finance
Wells Fargo February 2014 - August 2015
Wells Fargo January 2012 - February 2014
Wells Fargo Advisors May 2008 - December 2011
Citi July 2007 - May 2008
Rob Apple, Inc May 2001 - June 2007
Solomon Grey Financial December 1999 - April 2001
Apple Financial Services, Inc October 1996 - December 1999
Raymond James Financial, Inc. July 1989 - October 1996
Raymond James Financial, Inc. February 1988 - June 1989
Skills
Risk Management, Brokerage, Financial Services, Financial Risk, Operational Risk, Internal Audit, Financial Analysis, Banking, Finance, Auditing, Control mapping, Risk Self Assessments, Control Testing, Privacy Compliance, Compliance Program..., Operational Risk..., Mentoring, SOX 404, FINRA CEO Certification, Management, Microsoft Office, Customer Service, Strategic Planning, Microsoft Excel, Project Management, Change Management, Accounting, Microsoft Word, Team Building, PowerPoint, Leadership, Business Analysis, Basel, Financial Reporting, Negotiation, Public Speaking, Research, Training, Business Process..., Teamwork, Coaching, Program Management, Risk Assessment, Process Improvement, Analysis, Team Leadership, Internal Controls, Time Management, Outlook, Forecasting
Education
University of Tampa 1998 — 1999
Bachelor’s Degree, Accounting
University of South Florida 1986 — 1989
Accounting, Economics, and Finance
St. Petersburg College 1982 — 1986
Associate’s Degree, Accounting and Finance
Allison Willingham Allison Willingham's Raymond James Financial Inc. Experience August 1988 - Present
Job First Vice President | Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. August 1988 - Present
J.C. Bradford & Company May 1988 - August 1988
Skills
Series 7, Fixed Income
Education
Middle Tennessee State University 1983 — 1988
Bachelor’s Degree, Finance, General
Columbia Central High School Columbia, Tennessee
Raymond James Financial, Inc. August 1988 - Present
J.C. Bradford & Company May 1988 - August 1988
Skills
Series 7, Fixed Income
Education
Middle Tennessee State University 1983 — 1988
Bachelor’s Degree, Finance, General
Columbia Central High School Columbia, Tennessee
Seth Carson Seth Carson's Raymond James Financial Inc. Experience May 2015 - August 2015
Job Business Development Intern at Canadian Consulate General
Industry Marketing and Advertising
Experience
Canadian Consulate General September 2015 - Present
Raymond James Financial, Inc. May 2015 - August 2015
PBJ Marketing May 2014 - April 2015
Second Bolt May 2014 - August 2014
Manhattan Multicultural Counseling, Inc. February 2014 - May 2014
Mohonk Mountain House May 2013 - August 2013
Department of Defense Research Engineering Apprenticeship Program 2011 - 2012
Skills
Social Media, Research, Microsoft Office, PowerPoint, Marketing, Microsoft Excel, Microsoft Word, Blogging, Time Management, Market Research, Facebook, SPSS, Google Analytics, Google Adwords, SEM, SEO, Spanish, Cross-cultural..., Python
Education
New York University 2013 — 2017
Bachelor of Arts (B.A.), Political Science and Government
Memphis University School 2007 — 2013
Diploma
Canadian Consulate General September 2015 - Present
Raymond James Financial, Inc. May 2015 - August 2015
PBJ Marketing May 2014 - April 2015
Second Bolt May 2014 - August 2014
Manhattan Multicultural Counseling, Inc. February 2014 - May 2014
Mohonk Mountain House May 2013 - August 2013
Department of Defense Research Engineering Apprenticeship Program 2011 - 2012
Skills
Social Media, Research, Microsoft Office, PowerPoint, Marketing, Microsoft Excel, Microsoft Word, Blogging, Time Management, Market Research, Facebook, SPSS, Google Analytics, Google Adwords, SEM, SEO, Spanish, Cross-cultural..., Python
Education
New York University 2013 — 2017
Bachelor of Arts (B.A.), Political Science and Government
Memphis University School 2007 — 2013
Diploma
Amy (Delaune Schmidt) Lamarche's Raymond James Financial Inc. Experience October 2006 - Present
Job Financial Assistant & Office Manager at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. October 2006 - Present
Latter & Blum January 2002 - 2006
Volunteers of America Greater New Orleans 1994 - 1999
Touro Infirmary 1990 - 1994
Skills
Management, Human Resources, Administration, Outlook
Education
Nicholls State University 1984 — 1988
Associate's Degree, Business Administration and Management, General, Graduate 1988
Raymond James Financial, Inc. October 2006 - Present
Latter & Blum January 2002 - 2006
Volunteers of America Greater New Orleans 1994 - 1999
Touro Infirmary 1990 - 1994
Skills
Management, Human Resources, Administration, Outlook
Education
Nicholls State University 1984 — 1988
Associate's Degree, Business Administration and Management, General, Graduate 1988
Deborah Churuti-Deacon's Raymond James Financial Inc. Experience May 1980 - March 2013
Job Enjoying retirement, and still learning by continually taking classes.
Industry Financial Services
Experience
Bayfront Medical Center May 2013 - Present
DJ's Leisure March 2013 - Present
Raymond James Financial, Inc. May 1980 - March 2013
Raymond James Financial January 2009 - January 2011
Raymond James Financial Inc. May 1980 - June 1995
A. G. Edwards & Sons, Inc. December 1969 - May 1980
Skills
Series 24, Equity Trading, Series 63, Securities, Series 7, Trading, ETFs, FINRA, Portfolio Management, Derivatives, Wealth Management, Equity Research, Equities, Options, Investment Advisory, Financial Advisory, Bonds, Stocks, Mutual Funds, Financial Services, Capital Markets, Financial Markets, Bloomberg
Education
St. Petersburg College 1975 — 1979
Business
Bayfront Medical Center May 2013 - Present
DJ's Leisure March 2013 - Present
Raymond James Financial, Inc. May 1980 - March 2013
Raymond James Financial January 2009 - January 2011
Raymond James Financial Inc. May 1980 - June 1995
A. G. Edwards & Sons, Inc. December 1969 - May 1980
Skills
Series 24, Equity Trading, Series 63, Securities, Series 7, Trading, ETFs, FINRA, Portfolio Management, Derivatives, Wealth Management, Equity Research, Equities, Options, Investment Advisory, Financial Advisory, Bonds, Stocks, Mutual Funds, Financial Services, Capital Markets, Financial Markets, Bloomberg
Education
St. Petersburg College 1975 — 1979
Business
Percy R. Aguila Percy R. Aguila's Raymond James Financial Inc. Experience June 2008 - March 2015
Job Senior Banker, Corporate and Commercial Lending, Project Finance and Infrastracture, Florida
Industry Banking
Experience
BankUnited April 2015 - Present
Raymond James Financial, Inc. June 2008 - March 2015
J.P. Morgan April 1999 - March 2008
Education
NYU Robert F. Wagner Graduate School of Public Service 1980 — 1982
Master’s Degree, Master of Public Administration (MPA)
The George Washington University 1975 — 1979
Bachelor’s Degree, Urban Studies/Affairs
BankUnited April 2015 - Present
Raymond James Financial, Inc. June 2008 - March 2015
J.P. Morgan April 1999 - March 2008
Education
NYU Robert F. Wagner Graduate School of Public Service 1980 — 1982
Master’s Degree, Master of Public Administration (MPA)
The George Washington University 1975 — 1979
Bachelor’s Degree, Urban Studies/Affairs
Donald Quest, Jr Donald Quest, Jr's Raymond James Financial Inc. Experience April 1992 - November 2002
Job Senior Vice President, Institutional Sales/OSJ Principle BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets November 2002 - Present
Raymond James Financial, Inc. April 1992 - November 2002
PaineWebber May 1989 - April 1992
Education
Northern Arizona University
Bacelor of Science, Business Administration and Management, General
BB&T Capital Markets November 2002 - Present
Raymond James Financial, Inc. April 1992 - November 2002
PaineWebber May 1989 - April 1992
Education
Northern Arizona University
Bacelor of Science, Business Administration and Management, General
Christopher Trainor, CFP® Christopher Trainor, CFP®'s Raymond James Financial Inc. Experience August 2014 - Present
Job Financial Advisor at Burke Financial Strategies
Industry Financial Services
Experience
Burke Financial Strategies August 2014 - Present
Raymond James Financial, Inc. August 2014 - Present
Trainor Resources, LLC October 2011 - May 2014
New York Life April 2008 - October 2011
New England Financial March 2005 - April 2008
UBS PaineWebber October 1996 - March 2005
Skills
Investments, Insurance, Retirement, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Estate Planning, Securities, Strategic Financial..., Asset Allocation, Series 63, 401k, Investment Advisory, Equities, Life Insurance, Financial Services, Finance, Fixed Annuities, Financial Advisory, IRAs, Financial Planners, Relationship Management, Series 65, Wealth, Investment Strategies, Wealth Accumulation, Financial Planning, Portfolio Management, Management, Asset Management
Education
Seton Hall University 1992 — 1995
Bachelor of Arts (BA)
Hanover Park High School 1987 — 1991
Burke Financial Strategies August 2014 - Present
Raymond James Financial, Inc. August 2014 - Present
Trainor Resources, LLC October 2011 - May 2014
New York Life April 2008 - October 2011
New England Financial March 2005 - April 2008
UBS PaineWebber October 1996 - March 2005
Skills
Investments, Insurance, Retirement, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Estate Planning, Securities, Strategic Financial..., Asset Allocation, Series 63, 401k, Investment Advisory, Equities, Life Insurance, Financial Services, Finance, Fixed Annuities, Financial Advisory, IRAs, Financial Planners, Relationship Management, Series 65, Wealth, Investment Strategies, Wealth Accumulation, Financial Planning, Portfolio Management, Management, Asset Management
Education
Seton Hall University 1992 — 1995
Bachelor of Arts (BA)
Hanover Park High School 1987 — 1991
Sara Schupp Sara Schupp's Raymond James Financial Inc. Experience February 2012 - Present
Job Branch Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2012 - Present
Morgan Stanley Smith Barney June 2002 - December 2011
Vitamin World 1999 - 2001
Education
Southern Illinois University, Carbondale 1997 — 2001
Bachelor of Science, Elementary Education
Raymond James Financial, Inc. February 2012 - Present
Morgan Stanley Smith Barney June 2002 - December 2011
Vitamin World 1999 - 2001
Education
Southern Illinois University, Carbondale 1997 — 2001
Bachelor of Science, Elementary Education
Joe Westphal Joe Westphal's Raymond James Financial Inc. Experience November 2012 - Present
Job
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2012 - Present
Education
Southwest Minnesota State University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management
Raymond James Financial, Inc. November 2012 - Present
Education
Southwest Minnesota State University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management
Bukola Adeyemi Bukola Adeyemi's Raymond James Financial Inc. Experience June 2015 - Present
Job Accounting/Audit
Industry Accounting
Experience
Raymond James Financial, Inc. June 2015 - Present
Concord Atlantic Inc. May 2015 - Present
Prince George's Community College March 2012 - May 2013
Tisat Limited May 2009 - August 2009
Mojec International Limited May 2008 - August 2008
Bukola Cupcakes February 2007 - March 2008
Skills
Accounting, Financial Accounting, Financial Reporting, QuickBooks, Auditing, Bookkeeping, Microsoft Excel, Microsoft Word, Accounts Payable, PowerPoint, Microsoft Office, General Ledger, Accounts Receivable, Financial Statements
Education
University of Baltimore 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Prince George's Community College 2011 — 2013
Associate's degree, Accounting
Raymond James Financial, Inc. June 2015 - Present
Concord Atlantic Inc. May 2015 - Present
Prince George's Community College March 2012 - May 2013
Tisat Limited May 2009 - August 2009
Mojec International Limited May 2008 - August 2008
Bukola Cupcakes February 2007 - March 2008
Skills
Accounting, Financial Accounting, Financial Reporting, QuickBooks, Auditing, Bookkeeping, Microsoft Excel, Microsoft Word, Accounts Payable, PowerPoint, Microsoft Office, General Ledger, Accounts Receivable, Financial Statements
Education
University of Baltimore 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Prince George's Community College 2011 — 2013
Associate's degree, Accounting
Kristen Coniglio Kristen Coniglio's Raymond James Financial Inc. Experience June 2014 - Present
Job Operations Management Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial, Inc. February 2011 - June 2014
JPMorgan Chase & Co. May 2010 - February 2011
Sears Holdings Corporation May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Cost Basis
Education
Wayne State University 2014 — 2018
Master's degree, Business Administration and Management, General
Oakland University 2006 — 2010
Bachelor of Science, Operations Management
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial, Inc. February 2011 - June 2014
JPMorgan Chase & Co. May 2010 - February 2011
Sears Holdings Corporation May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Cost Basis
Education
Wayne State University 2014 — 2018
Master's degree, Business Administration and Management, General
Oakland University 2006 — 2010
Bachelor of Science, Operations Management
Ajay Venugopalan Ajay Venugopalan's Raymond James Financial Inc. Experience September 2015 - Present
Job Senior Java Developer
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Major Banking Client via Cognizant June 2014 - Present
LexisNexis via Infosys July 2013 - June 2014
TrueBlue Inc. via Infosys November 2012 - June 2013
Infosys January 2011 - November 2012
Infosys April 2008 - December 2010
Skills
Core Java, Java, Oracle, Java Enterprise Edition, JSP, Struts, J2EE Web Services, Spring MVC, XML, Neo4j, RESTful WebServices, Hibernate, Shell Scripting, Maven, Jenkins, XQuery, XPath, PHP, PL/SQL, SOAP, SQL, WCF, Software Development, JavaScript, jQuery, AngularJS, HTML
Education
M G University, Kottayam, Kerala 2003 — 2007
Bachelor's Degree, Electronics and Communication Engineering, B
Mahatma Gandhi University 2003 — 2007
Bachelor's degree, Electronics and Communication Engineering
Kendriya Vidyalaya 2001 — 2003
Raymond James Financial, Inc. September 2015 - Present
Major Banking Client via Cognizant June 2014 - Present
LexisNexis via Infosys July 2013 - June 2014
TrueBlue Inc. via Infosys November 2012 - June 2013
Infosys January 2011 - November 2012
Infosys April 2008 - December 2010
Skills
Core Java, Java, Oracle, Java Enterprise Edition, JSP, Struts, J2EE Web Services, Spring MVC, XML, Neo4j, RESTful WebServices, Hibernate, Shell Scripting, Maven, Jenkins, XQuery, XPath, PHP, PL/SQL, SOAP, SQL, WCF, Software Development, JavaScript, jQuery, AngularJS, HTML
Education
M G University, Kottayam, Kerala 2003 — 2007
Bachelor's Degree, Electronics and Communication Engineering, B
Mahatma Gandhi University 2003 — 2007
Bachelor's degree, Electronics and Communication Engineering
Kendriya Vidyalaya 2001 — 2003
David Selden David Selden's Raymond James Financial Inc. Experience February 2015 - Present
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2015 - Present
FSC Securities September 2011 - February 2015
The GMS Group May 2007 - September 2011
Skills
Fixed Income Analysis, Cash Flow Management, Investment Banking, Investment Management, Life Insurance, Retirement Planning, High Net Worth..., Finance, Wealth Management, Investments, Mutual Funds, Financial Planning, Series 7, Investment Advisory
Education
Quinnipiac University 2003 — 2007
Bachelor's Degree, Finance and Financial Management Services
Quinnipiac University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
morris hills
Raymond James Financial, Inc. February 2015 - Present
FSC Securities September 2011 - February 2015
The GMS Group May 2007 - September 2011
Skills
Fixed Income Analysis, Cash Flow Management, Investment Banking, Investment Management, Life Insurance, Retirement Planning, High Net Worth..., Finance, Wealth Management, Investments, Mutual Funds, Financial Planning, Series 7, Investment Advisory
Education
Quinnipiac University 2003 — 2007
Bachelor's Degree, Finance and Financial Management Services
Quinnipiac University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
morris hills
Tim Killgoar Tim Killgoar's Raymond James Financial Inc. Experience May 2015 - Present
Job
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James June 2010 - May 2015
Raymond James July 2008 - June 2010
G51 Capital December 2006 - December 2007
Bank of America April 2002 - June 2006
Arthur Andersen Business Consulting September 2000 - April 2002
The Carson Group August 1999 - September 2000
Skills
Strategy, Marketing Strategy, Strategic Planning, Management, Marketing, Leadership, Financial Modeling, Analysis, Financial Analysis, Six Sigma, Valuation, Portfolio Management, Mergers, Investments, Strategic Financial..., Financial Services, Due Diligence, Risk Management, Corporate Finance, Business Strategy, Investor Relations
Education
The University of Texas at Austin 2006 — 2008
MBA, Finance and Marketing
Princeton University 1995 — 1999
Bachelor’s Degree, Economics
The Roxbury Latin School 1989 — 1995
High School
Raymond James Financial, Inc. May 2015 - Present
Raymond James June 2010 - May 2015
Raymond James July 2008 - June 2010
G51 Capital December 2006 - December 2007
Bank of America April 2002 - June 2006
Arthur Andersen Business Consulting September 2000 - April 2002
The Carson Group August 1999 - September 2000
Skills
Strategy, Marketing Strategy, Strategic Planning, Management, Marketing, Leadership, Financial Modeling, Analysis, Financial Analysis, Six Sigma, Valuation, Portfolio Management, Mergers, Investments, Strategic Financial..., Financial Services, Due Diligence, Risk Management, Corporate Finance, Business Strategy, Investor Relations
Education
The University of Texas at Austin 2006 — 2008
MBA, Finance and Marketing
Princeton University 1995 — 1999
Bachelor’s Degree, Economics
The Roxbury Latin School 1989 — 1995
High School
Susan Horn Susan Horn's Raymond James Financial Inc. Experience January 2013 - Present
Job SVP ECM Operations, Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Raymond James 2008 - December 2012
Raymond James Financial Inc. June 1999 - 2008
Raymond James Financial, Inc. 1995 - 1999
Skills
Series 7, Business Analysis, Investments, Financial Modeling, Securities, Mutual Funds, Fixed Income, Equities, Financial Analysis, Financial Services, Finance, Portfolio Management, Capital Markets, Asset Management, Strategic Financial..., Investment Banking, Process Improvement, IT Strategy, Series 63, Hedge Funds, Management, Bloomberg, Risk Management, Banking, Trading, Mergers & Acquisitions, Financial Markets, Derivatives, Wealth Management, Investment Advisory, Financial Advisory, Valuation, Investment Management, FINRA, Financial Risk
Education
Miami University 1984 — 1988
Bachelor’s Degree, Finance, General
Raymond James Financial Inc. January 2013 - Present
Raymond James 2008 - December 2012
Raymond James Financial Inc. June 1999 - 2008
Raymond James Financial, Inc. 1995 - 1999
Skills
Series 7, Business Analysis, Investments, Financial Modeling, Securities, Mutual Funds, Fixed Income, Equities, Financial Analysis, Financial Services, Finance, Portfolio Management, Capital Markets, Asset Management, Strategic Financial..., Investment Banking, Process Improvement, IT Strategy, Series 63, Hedge Funds, Management, Bloomberg, Risk Management, Banking, Trading, Mergers & Acquisitions, Financial Markets, Derivatives, Wealth Management, Investment Advisory, Financial Advisory, Valuation, Investment Management, FINRA, Financial Risk
Education
Miami University 1984 — 1988
Bachelor’s Degree, Finance, General
David Mazakas, MPM's Raymond James Financial Inc. Experience February 2015 - Present
Job
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. February 2015 - Present
Raymond James Financial Inc. October 2014 - February 2015
Vanick Digital January 2014 - August 2014
Walmart July 2012 - November 2013
Walmart December 2010 - July 2012
ServiceMaster March 2010 - September 2010
FedEx Services November 2009 - March 2010
FedEx Services March 2007 - November 2009
QSI NextGen Healthcare December 2005 - December 2006
Darden September 2002 - May 2005
Skills
PMO, Process Engineering, Budgeting, Business Process, Program Management, Change Management, Project Portfolio..., Business Transformation, Vendor Management, IT Strategy, PMP, Business Process..., Business Analysis, Project Governance, PMI, IT Governance, Continuous Improvement, Management Consulting, Operations Management, Budgets, Enterprise Architecture, Team Building, Resource Management, Project Management, Outsourcing, Information Technology, Integration, Requirements Analysis, Project Delivery, Cross-functional Team..., Software Project..., Management, Software Development, Process Improvement, Business Intelligence, IT Management, Software Documentation, Testing, Leadership, Training, Strategic Planning, Governance, Business Requirements, Performance Management, SDLC, Enterprise Software, Strategy, Forecasting, Disaster Recovery, Visio
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MPM, Masters of Project Management
Keller Graduate School of Management 2009 — 2010
Certification, PMI Project Management
Devry University 2004 — 2007
BS, Technical Management
Raymond James Financial, Inc. February 2015 - Present
Raymond James Financial Inc. October 2014 - February 2015
Vanick Digital January 2014 - August 2014
Walmart July 2012 - November 2013
Walmart December 2010 - July 2012
ServiceMaster March 2010 - September 2010
FedEx Services November 2009 - March 2010
FedEx Services March 2007 - November 2009
QSI NextGen Healthcare December 2005 - December 2006
Darden September 2002 - May 2005
Skills
PMO, Process Engineering, Budgeting, Business Process, Program Management, Change Management, Project Portfolio..., Business Transformation, Vendor Management, IT Strategy, PMP, Business Process..., Business Analysis, Project Governance, PMI, IT Governance, Continuous Improvement, Management Consulting, Operations Management, Budgets, Enterprise Architecture, Team Building, Resource Management, Project Management, Outsourcing, Information Technology, Integration, Requirements Analysis, Project Delivery, Cross-functional Team..., Software Project..., Management, Software Development, Process Improvement, Business Intelligence, IT Management, Software Documentation, Testing, Leadership, Training, Strategic Planning, Governance, Business Requirements, Performance Management, SDLC, Enterprise Software, Strategy, Forecasting, Disaster Recovery, Visio
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MPM, Masters of Project Management
Keller Graduate School of Management 2009 — 2010
Certification, PMI Project Management
Devry University 2004 — 2007
BS, Technical Management
Paige Meagher's Raymond James Financial Inc. Experience October 2004 - November 2005
Job Freelance Caterer & Event Planner
Industry Food & Beverages
Experience
Brix Catering & Events August 2012 - March 2015
Kendall College July 2010 - March 2012
RL Restaurant January 2011 - March 2011
GCM Grosvenor December 2005 - June 2010
Raymond James Financial, Inc. October 2004 - November 2005
Skills
Culinary Skills, Menu Development, Recipes, Cooking, Catering, Wine, Event Planning, Culinary Education, Chef, Sanitation, Fine Dining, Cuisine, Food, Food Safety, Dinners, Pastry, Wine Tasting, Baking, Gourmet, Recipe Testing, Event Management, Menu Costing, Serve Safe Certified, Parties, Sauces, Food Service, Restaurant Management
Education
Kendall College 2010 — 2012
Associate's degree, Culinary Arts
University of Vermont 2000 — 2004
Bachelor of Arts (B.A.), Psychology
Barrington High School 1996 — 2000
Brix Catering & Events August 2012 - March 2015
Kendall College July 2010 - March 2012
RL Restaurant January 2011 - March 2011
GCM Grosvenor December 2005 - June 2010
Raymond James Financial, Inc. October 2004 - November 2005
Skills
Culinary Skills, Menu Development, Recipes, Cooking, Catering, Wine, Event Planning, Culinary Education, Chef, Sanitation, Fine Dining, Cuisine, Food, Food Safety, Dinners, Pastry, Wine Tasting, Baking, Gourmet, Recipe Testing, Event Management, Menu Costing, Serve Safe Certified, Parties, Sauces, Food Service, Restaurant Management
Education
Kendall College 2010 — 2012
Associate's degree, Culinary Arts
University of Vermont 2000 — 2004
Bachelor of Arts (B.A.), Psychology
Barrington High School 1996 — 2000
Judy Nativio's Raymond James Financial Inc. Experience May 2013 - Present
Job Investment Representative at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2013 - Present
Merrill Lynch 2001 - 2013
Skills
Series 7, Retirement Planning, Investments, Equities, Asset Allocation, Strategic Financial..., Mutual Funds, Fixed Income, Portfolio Management, Retirement, Investment Strategies, Securities, Series 63 Series 65
Education
Ohio University
Raymond James Financial, Inc. May 2013 - Present
Merrill Lynch 2001 - 2013
Skills
Series 7, Retirement Planning, Investments, Equities, Asset Allocation, Strategic Financial..., Mutual Funds, Fixed Income, Portfolio Management, Retirement, Investment Strategies, Securities, Series 63 Series 65
Education
Ohio University
Ken Turpin Ken Turpin's Raymond James Financial Inc. Experience April 2015 - Present
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2015 - Present
Wells Fargo July 2006 - March 2015
US Bancorp/Piper Jaffray March 1999 - June 2006
Education
Oregon State University 1990 — 1994
Bachelor’s Degree, Business Administration - Finance
Raymond James Financial, Inc. April 2015 - Present
Wells Fargo July 2006 - March 2015
US Bancorp/Piper Jaffray March 1999 - June 2006
Education
Oregon State University 1990 — 1994
Bachelor’s Degree, Business Administration - Finance
Gabriel Mbulo Gabriel Mbulo's Raymond James Financial Inc. Experience September 2012 - Present
Job Institutional Consultant at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2012 - Present
Raymond James Financial Inc. November 2010 - August 2012
Raymond James Financial Inc. August 2006 - November 2010
Raymond James Financial Inc. August 2003 - August 2006
Skills
Series 7, Series 63, Variable Annuities, Life & Health Insurance..., Proficient in..., Web Design, Video/Audio Production, Directing and Editing, Windows 7
Education
University of Tampa 1996 — 2003
Master of Business Administration (M.B.A.)
Schiller International University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Marketing Management/International Business
Raymond James Financial, Inc. September 2012 - Present
Raymond James Financial Inc. November 2010 - August 2012
Raymond James Financial Inc. August 2006 - November 2010
Raymond James Financial Inc. August 2003 - August 2006
Skills
Series 7, Series 63, Variable Annuities, Life & Health Insurance..., Proficient in..., Web Design, Video/Audio Production, Directing and Editing, Windows 7
Education
University of Tampa 1996 — 2003
Master of Business Administration (M.B.A.)
Schiller International University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Marketing Management/International Business
Sierra DeVito Sierra DeVito's Raymond James Financial Inc. Experience January 2015 - Present
Job Technology Consultant @ Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. January 2013 - January 2015
U.S. Coast Guard October 2009 - November 2012
U.S. Coast Guard November 2008 - October 2009
Skills
Military, Security Clearance, Troubleshooting, Aircraft, Aircraft Maintenance, Weapons, Military Experience, Helicopters, DoD, Operational Planning, Command, National Security, Military Operations, Information Assurance, Navy, Information Technology, Security, Information Security, Access, Requirements Analysis, Process Improvement, HTML, Databases, Aviation, SQL, Business Analysis, Program Management, Systems Engineering, Team Leadership, Visio
Education
University of South Florida 2015 — 2015
CompTIA, A+ Certification
St. Petersburg College 2012 — 2014
Technology Management, Information Security Assurance
Pasco-Hernando Community College 2004 — 2007
Associate of Arts, Associate of Arts, 3.5
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. January 2013 - January 2015
U.S. Coast Guard October 2009 - November 2012
U.S. Coast Guard November 2008 - October 2009
Skills
Military, Security Clearance, Troubleshooting, Aircraft, Aircraft Maintenance, Weapons, Military Experience, Helicopters, DoD, Operational Planning, Command, National Security, Military Operations, Information Assurance, Navy, Information Technology, Security, Information Security, Access, Requirements Analysis, Process Improvement, HTML, Databases, Aviation, SQL, Business Analysis, Program Management, Systems Engineering, Team Leadership, Visio
Education
University of South Florida 2015 — 2015
CompTIA, A+ Certification
St. Petersburg College 2012 — 2014
Technology Management, Information Security Assurance
Pasco-Hernando Community College 2004 — 2007
Associate of Arts, Associate of Arts, 3.5
Jeff D. Wolk Jeff D. Wolk's Raymond James Financial Inc. Experience April 2012 - Present
Job Senior Vice President, Investments Branch Manager at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2012 - Present
Morgan Stanley December 2005 - April 2012
Legg Mason December 1994 - December 2005
Prudential Securities Inc September 1987 - December 1994
Education
State University of New York College at Oswego 1980 — 1984
Bachelor's Degree, Marketing, Concentration in Finance - Minor in Economics
Raymond James Financial, Inc. April 2012 - Present
Morgan Stanley December 2005 - April 2012
Legg Mason December 1994 - December 2005
Prudential Securities Inc September 1987 - December 1994
Education
State University of New York College at Oswego 1980 — 1984
Bachelor's Degree, Marketing, Concentration in Finance - Minor in Economics
Robert Henson Robert Henson's Raymond James Financial Inc. Experience March 2015 - Present
Job Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Enterprise Holdings 2009 - Present
Skills
Customer Satisfaction, Cold Calling, Sales Management, Account Management, Sales Process, B2B, Direct Sales, Profit, Sales Presentations, Sales Operations, Fleet Management, Sales, Car Rental, Outside Sales, Training, Customer Service, Marketing, Team Building
Education
Shaw University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Tracy High 1999 — 2003
Raymond James Financial, Inc. March 2015 - Present
Enterprise Holdings 2009 - Present
Skills
Customer Satisfaction, Cold Calling, Sales Management, Account Management, Sales Process, B2B, Direct Sales, Profit, Sales Presentations, Sales Operations, Fleet Management, Sales, Car Rental, Outside Sales, Training, Customer Service, Marketing, Team Building
Education
Shaw University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Tracy High 1999 — 2003
Leah Spero Whitmill's Raymond James Financial Inc. Experience September 2008 - January 2012
Job Attorney
Industry Law Practice
Experience
Amscot Financial April 2014 - Present
Schuett Law Group April 2013 - March 2014
Wilson Human Capital Group, LLC February 2013 - July 2013
Wilson Human Capital Group, LLC January 2012 - February 2013
Raymond James Financial, Inc. September 2008 - January 2012
Law Offices of Nelson & Nelson, P.A. October 2007 - May 2008
Law Offices of Craig Donoff, P.A. June 2006 - October 2007
The Law Offices of Michael B. Brehne January 2004 - May 2004
Education
Nova Southeastern University—Shepard Broad Law Center 2004 — 2007
Juris Doctor
University of Central Florida 2000 — 2004
Bachelor of Arts, Legal Studies
DKJA
Spanish River
Amscot Financial April 2014 - Present
Schuett Law Group April 2013 - March 2014
Wilson Human Capital Group, LLC February 2013 - July 2013
Wilson Human Capital Group, LLC January 2012 - February 2013
Raymond James Financial, Inc. September 2008 - January 2012
Law Offices of Nelson & Nelson, P.A. October 2007 - May 2008
Law Offices of Craig Donoff, P.A. June 2006 - October 2007
The Law Offices of Michael B. Brehne January 2004 - May 2004
Education
Nova Southeastern University—Shepard Broad Law Center 2004 — 2007
Juris Doctor
University of Central Florida 2000 — 2004
Bachelor of Arts, Legal Studies
DKJA
Spanish River
Kimberly L Wall, CFA Kimberly L Wall, CFA's Raymond James Financial Inc. Experience June 2015 - Present
Job Chief Financial Officer at Aspen Wealth Strategies
Industry Financial Services
Experience
Aspen Wealth Strategies June 2015 - Present
Raymond James Financial, Inc. June 2015 - Present
BMO Harris Bank February 2011 - April 2015
Midwest Financial and Investment Services / FirstMerit Bank (purchased Midwest Bank May 2010) June 2007 - January 2011
Wolf Financial Management / Oakbrook Financial Group February 2001 - May 2007
Raymond James & Associates / Eagle Asset Management 1994 - 2000
Skills
Portfolio Management, Financial Analysis, Finance, Financial Reporting, Investments, Valuation, Financial Planning, Securities, Investment Strategies, Wealth Management, Asset Management, Management, Financial Services, Equity Research, Forecasting, Financial Modeling, Series 7, Due Diligence, Risk Management, Series 24, Leadership, Capital Markets, Strategic Financial..., Analysis, Accounting, Series 27
Education
University of Illinois at Chicago 2003 — 2006
M.B.A., Finance & Accounting, 3.8/4.0
Northwestern University 1985 — 1988
B.S., Biomedical Engineering
Wayland Academy
High School diploma
Aspen Wealth Strategies June 2015 - Present
Raymond James Financial, Inc. June 2015 - Present
BMO Harris Bank February 2011 - April 2015
Midwest Financial and Investment Services / FirstMerit Bank (purchased Midwest Bank May 2010) June 2007 - January 2011
Wolf Financial Management / Oakbrook Financial Group February 2001 - May 2007
Raymond James & Associates / Eagle Asset Management 1994 - 2000
Skills
Portfolio Management, Financial Analysis, Finance, Financial Reporting, Investments, Valuation, Financial Planning, Securities, Investment Strategies, Wealth Management, Asset Management, Management, Financial Services, Equity Research, Forecasting, Financial Modeling, Series 7, Due Diligence, Risk Management, Series 24, Leadership, Capital Markets, Strategic Financial..., Analysis, Accounting, Series 27
Education
University of Illinois at Chicago 2003 — 2006
M.B.A., Finance & Accounting, 3.8/4.0
Northwestern University 1985 — 1988
B.S., Biomedical Engineering
Wayland Academy
High School diploma
Josh Herbert Josh Herbert's Raymond James Financial Inc. Experience January 2015 - Present
Job Corporate Actions Associate III at Raymond James Financial, Inc.
Industry Sports
Experience
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. July 2013 - January 2015
Mississippi RiverKings September 2010 - June 2013
EVANSVILLE OTTERS PROFESSIONAL BASEBALL May 2010 - September 2010
Carrabba's Italian Grill October 2006 - May 2010
Skills
Sports, Social Media, Sports Marketing, Facebook, Hockey, Marketing, Marketing Strategy, Digital Marketing, Executive Management, Marketing Communications, Email Marketing, Direct Marketing, Product Marketing, Marketing Management, Marketing Budget..., B2B, B2B Marketing, Accounting, Accounts Payable, Accounts Receivable, Sales, Financial Planning, Microsoft Office, Microsoft Excel, Ticket Sales, Public Speaking, Event Planning, Event Management, Customer Service, Financial Analysis, Time Management
Education
Middle Tennessee State University 2005 — 2010
Marketing, Sports
Hoston High School 2001 — 2005
High School Diploma, 2005
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. July 2013 - January 2015
Mississippi RiverKings September 2010 - June 2013
EVANSVILLE OTTERS PROFESSIONAL BASEBALL May 2010 - September 2010
Carrabba's Italian Grill October 2006 - May 2010
Skills
Sports, Social Media, Sports Marketing, Facebook, Hockey, Marketing, Marketing Strategy, Digital Marketing, Executive Management, Marketing Communications, Email Marketing, Direct Marketing, Product Marketing, Marketing Management, Marketing Budget..., B2B, B2B Marketing, Accounting, Accounts Payable, Accounts Receivable, Sales, Financial Planning, Microsoft Office, Microsoft Excel, Ticket Sales, Public Speaking, Event Planning, Event Management, Customer Service, Financial Analysis, Time Management
Education
Middle Tennessee State University 2005 — 2010
Marketing, Sports
Hoston High School 2001 — 2005
High School Diploma, 2005
Nathan Chisholm Nathan Chisholm's Raymond James Financial Inc. Experience May 2014 - April 2015
Job Operations Associate at Personal Capital
Industry Investment Management
Experience
Personal Capital May 2015 - Present
Raymond James Financial, Inc. May 2014 - April 2015
OppenheimerFunds via Ultimate Staffing (Six Month Contract Position) November 2013 - April 2014
KDVR-TV FOX 31 Denver & KWGN-TV Channel 2 Denver, CO January 2013 - June 2013
Vail Resorts November 2011 - May 2013
KUSA-TV 9NEWS Denver, CO September 2012 - December 2012
Camp Wigwam 2005 - 2011
University of Denver Media Relations Department March 2009 - November 2009
Skills
Press Releases, Journalism, Editing, Microsoft Office, Customer Service, Broadcast Journalism, Public Relations, ETFs, Mutual Funds, Life Insurance, Retirement Planning, Finance
Education
University of Denver 2008 — 2011
BA
Ohio Center for Broadcasting-Colorado 2008 — 2009
Lancaster University 2009 — 2010
Personal Capital May 2015 - Present
Raymond James Financial, Inc. May 2014 - April 2015
OppenheimerFunds via Ultimate Staffing (Six Month Contract Position) November 2013 - April 2014
KDVR-TV FOX 31 Denver & KWGN-TV Channel 2 Denver, CO January 2013 - June 2013
Vail Resorts November 2011 - May 2013
KUSA-TV 9NEWS Denver, CO September 2012 - December 2012
Camp Wigwam 2005 - 2011
University of Denver Media Relations Department March 2009 - November 2009
Skills
Press Releases, Journalism, Editing, Microsoft Office, Customer Service, Broadcast Journalism, Public Relations, ETFs, Mutual Funds, Life Insurance, Retirement Planning, Finance
Education
University of Denver 2008 — 2011
BA
Ohio Center for Broadcasting-Colorado 2008 — 2009
Lancaster University 2009 — 2010
Devan Jones's Raymond James Financial Inc. Experience August 2015 - Present
Job Budget Analyst at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Emerson Commercial & Residential Solutions February 2013 - August 2015
Saint Leo University April 2012 - February 2013
Skills
Financial Analysis, Financial Reporting, International Accounting, Forecasting, Microsoft Excel, SQL, Hyperion HFM, Communication, AS400 system
Education
Saint Leo University 2008 — 2012
Bachelor's Degree, Accounting, 3.4
Raymond James Financial, Inc. August 2015 - Present
Emerson Commercial & Residential Solutions February 2013 - August 2015
Saint Leo University April 2012 - February 2013
Skills
Financial Analysis, Financial Reporting, International Accounting, Forecasting, Microsoft Excel, SQL, Hyperion HFM, Communication, AS400 system
Education
Saint Leo University 2008 — 2012
Bachelor's Degree, Accounting, 3.4
Ryan Welch Ryan Welch's Raymond James Financial Inc. Experience May 2014 - Present
Job AVP, Ohio District Manager at Peoples Bank / Investment Representative with RJFS
Industry Financial Services
Experience
Peoples Bank November 2014 - Present
Raymond James Financial, Inc. May 2014 - Present
Peoples Bank March 2013 - November 2014
Branch Banking and Trust March 2011 - March 2013
First Data Corporation February 2009 - February 2011
American General Finance January 2005 - February 2009
Skills
Credit, Loans, Banking, Consumer Lending, Small Business Lending, Commercial Lending, Strategic Planning, Sales, Mortgage Lending, Retail Banking, Staff Management, Collections, Public Speaking, Positive Work..., Small Business, Mortgage Banking, Credit Analysis, Loan Origination, Commercial Banking, Underwriting, Insurance, Problem Management, Public Relations
Education
Ohio Valley University
Ohio Wesleyan University
Peoples Bank November 2014 - Present
Raymond James Financial, Inc. May 2014 - Present
Peoples Bank March 2013 - November 2014
Branch Banking and Trust March 2011 - March 2013
First Data Corporation February 2009 - February 2011
American General Finance January 2005 - February 2009
Skills
Credit, Loans, Banking, Consumer Lending, Small Business Lending, Commercial Lending, Strategic Planning, Sales, Mortgage Lending, Retail Banking, Staff Management, Collections, Public Speaking, Positive Work..., Small Business, Mortgage Banking, Credit Analysis, Loan Origination, Commercial Banking, Underwriting, Insurance, Problem Management, Public Relations
Education
Ohio Valley University
Ohio Wesleyan University
Donna Scotti-Cosenzo's Raymond James Financial Inc. Experience July 2015 - Present
Job Business Manager Technology at Raymond James Financial, Inc.
Industry Hospital & Health Care
Experience
Raymond James Financial, Inc. July 2015 - Present
Cure on Wheels July 2007 - Present
Raymond James Financial, Inc. March 2014 - May 2015
Moffitt Cancer Center March 2010 - June 2013
Florida Atlantic University September 2011 - March 2012
Moffitt Cancer Center September 2005 - March 2010
Merrill Lynch May 1998 - March 2002
Merrill Lynch March 1998 - September 1998
Skills
Strategic Planning, Process Improvement, Team Building, Building Relationships, Critical Thinking, Change Management, Management, Leadership, Vendor Management, Program Management, Organizational..., Healthcare, Problem Solving, Integration, Human Resources, Operations Management, Policy, Strategy, Data Analysis, Budgets, Leadership Development, Team Leadership, Analysis, Onboarding, Negotiation, Hospitals, Public Relations, Business Analysis, Project Management, Training, Software Documentation
Education
Saint Leo University
Raymond James Financial, Inc. July 2015 - Present
Cure on Wheels July 2007 - Present
Raymond James Financial, Inc. March 2014 - May 2015
Moffitt Cancer Center March 2010 - June 2013
Florida Atlantic University September 2011 - March 2012
Moffitt Cancer Center September 2005 - March 2010
Merrill Lynch May 1998 - March 2002
Merrill Lynch March 1998 - September 1998
Skills
Strategic Planning, Process Improvement, Team Building, Building Relationships, Critical Thinking, Change Management, Management, Leadership, Vendor Management, Program Management, Organizational..., Healthcare, Problem Solving, Integration, Human Resources, Operations Management, Policy, Strategy, Data Analysis, Budgets, Leadership Development, Team Leadership, Analysis, Onboarding, Negotiation, Hospitals, Public Relations, Business Analysis, Project Management, Training, Software Documentation
Education
Saint Leo University
Terence E. Vayda (Terry) Terence E. Vayda (Terry)'s Raymond James Financial Inc. Experience 2009 - 2010
Job
Industry Legal Services
Experience
FinnStar Hockey, Inc. August 1995 - Present
Raymond James Financial, Inc. 2009 - 2010
Global Signal / Crown Castle International 2006 - 2007
USA Hockey 1993 - 2007
Stargazer Concerts, Inc. 2001 - 2002
J.P. Igloo, Inc. / ProWay Hockey, Inc. May 1995 - September 1998
Shepherd Systems, Inc. April 1993 - December 1994
Vayda & Neis / Vayda & Associates / Vayda & Alloy November 1979 - March 1993
Skills
Licensing, Contract Negotiation, Start-ups, Mergers & Acquisitions, Negotiation, Mergers, Operations Management, Public Speaking, Strategic Planning, Marketing, Strategic Partnerships, Marketing Strategy, Executive Management, Business Development, Competitive Analysis, Management, Product Development, Coaching, International Business, Team Building, Business Planning, Project Management, Analysis, Leadership, Process Improvement, Program Management, Entrepreneurship, Finance, Strategy, New Business Development, Budgets, Real Estate, Sales, Training, Leadership Development, Business Strategy, Public Relations, Event Management, Fundraising, Management Consulting, Social Media, Sports, Risk Management, Organizational..., CRM, Sports Marketing, Nonprofits, Customer Service, Event Planning, Sports Management
Education
Northern Illinois University 1975 — 1979
JD
Southern Illinois University, Carbondale 1972 — 1975
BA
FinnStar Hockey, Inc. August 1995 - Present
Raymond James Financial, Inc. 2009 - 2010
Global Signal / Crown Castle International 2006 - 2007
USA Hockey 1993 - 2007
Stargazer Concerts, Inc. 2001 - 2002
J.P. Igloo, Inc. / ProWay Hockey, Inc. May 1995 - September 1998
Shepherd Systems, Inc. April 1993 - December 1994
Vayda & Neis / Vayda & Associates / Vayda & Alloy November 1979 - March 1993
Skills
Licensing, Contract Negotiation, Start-ups, Mergers & Acquisitions, Negotiation, Mergers, Operations Management, Public Speaking, Strategic Planning, Marketing, Strategic Partnerships, Marketing Strategy, Executive Management, Business Development, Competitive Analysis, Management, Product Development, Coaching, International Business, Team Building, Business Planning, Project Management, Analysis, Leadership, Process Improvement, Program Management, Entrepreneurship, Finance, Strategy, New Business Development, Budgets, Real Estate, Sales, Training, Leadership Development, Business Strategy, Public Relations, Event Management, Fundraising, Management Consulting, Social Media, Sports, Risk Management, Organizational..., CRM, Sports Marketing, Nonprofits, Customer Service, Event Planning, Sports Management
Education
Northern Illinois University 1975 — 1979
JD
Southern Illinois University, Carbondale 1972 — 1975
BA
Jennifer Steck Jennifer Steck's Raymond James Financial Inc. Experience June 2015 - Present
Job Client Service Associate III at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2004 - Present
Enviro-Tech Mechanical Services Ltd. January 2001 - September 2003
Capital One January 2001 - December 2002
Skills
Customer Service, Training, Data Entry, Outlook, Microsoft Excel, Access, Payroll
Education
Pinellas Technical Education Center-Clearwater 2000 — 2001
Diploma, Accounting
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2004 - Present
Enviro-Tech Mechanical Services Ltd. January 2001 - September 2003
Capital One January 2001 - December 2002
Skills
Customer Service, Training, Data Entry, Outlook, Microsoft Excel, Access, Payroll
Education
Pinellas Technical Education Center-Clearwater 2000 — 2001
Diploma, Accounting
Hamza Farooquee's Raymond James Financial Inc. Experience August 2015 - Present
Job Sales Associate at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
The Natural Hapa May 2014 - January 2015
Wells Fargo June 2012 - November 2013
JPMorgan Chase January 2009 - September 2011
California Yarn Inc. November 2007 - December 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, PowerPoint, English, Aviation, Research, Team Leadership, Matlab, Photoshop, Airline Ticketing, Private Pilot, Sales, Retail Banking, Retail Financing, Investment Banking, International Relations, International Travel, International..., International Business, International Trade, International Marketing, Risk Management, Finance, Accounting, Time Management, Loans, Customer Satisfaction, Payroll, Budgets, Investments
Education
University of Colorado Boulder 2012 — 2015
Bachelor of Arts (B.A), International Affairs/Economics, International Relations and Affairs/Economics
Santa Monica College 2009 — 2011
Business Economics and Finance
Palos Verdes Peninsula High School 2006 — 2009
High School Diploma
Raymond James Financial, Inc. August 2015 - Present
The Natural Hapa May 2014 - January 2015
Wells Fargo June 2012 - November 2013
JPMorgan Chase January 2009 - September 2011
California Yarn Inc. November 2007 - December 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, PowerPoint, English, Aviation, Research, Team Leadership, Matlab, Photoshop, Airline Ticketing, Private Pilot, Sales, Retail Banking, Retail Financing, Investment Banking, International Relations, International Travel, International..., International Business, International Trade, International Marketing, Risk Management, Finance, Accounting, Time Management, Loans, Customer Satisfaction, Payroll, Budgets, Investments
Education
University of Colorado Boulder 2012 — 2015
Bachelor of Arts (B.A), International Affairs/Economics, International Relations and Affairs/Economics
Santa Monica College 2009 — 2011
Business Economics and Finance
Palos Verdes Peninsula High School 2006 — 2009
High School Diploma
Michelle Ostrowski Michelle Ostrowski's Raymond James Financial Inc. Experience June 2012 - Present
Job Accounting Associate III
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2012 - Present
ManTrap Hair Salon January 2008 - June 2012
Bank of America November 2011 - May 2012
Skills
Microsoft Office, Leadership, Customer Service, Communication Skills, Time Management, Professional verbal and..., Financial Accounting..., Bank Reconciliation, Financial..., Interpersonal Skills, Organizational..., Accounts Receivable, Account Reconciliation, General Ledger posting..., Multi-task & Handle..., Finance, Accounting, Payroll, Banking, Analysis, Teamwork, Financial Analysis, Outlook, Management, Administration, Budgets, Process Improvement, Deposits
Education
St. Petersburg College 2007 — 2011
B.A.S., Business Management
St. Petersburg College
Bachelor of Science, Business Management and Organizational Leadership
Raymond James Financial, Inc. June 2012 - Present
ManTrap Hair Salon January 2008 - June 2012
Bank of America November 2011 - May 2012
Skills
Microsoft Office, Leadership, Customer Service, Communication Skills, Time Management, Professional verbal and..., Financial Accounting..., Bank Reconciliation, Financial..., Interpersonal Skills, Organizational..., Accounts Receivable, Account Reconciliation, General Ledger posting..., Multi-task & Handle..., Finance, Accounting, Payroll, Banking, Analysis, Teamwork, Financial Analysis, Outlook, Management, Administration, Budgets, Process Improvement, Deposits
Education
St. Petersburg College 2007 — 2011
B.A.S., Business Management
St. Petersburg College
Bachelor of Science, Business Management and Organizational Leadership
Robert L. Lanese III Robert L. Lanese III's Raymond James Financial Inc. Experience September 2015 - Present
Job Management Fee Associate II at Raymond James Financial, Inc.
Industry Insurance
Experience
Raymond James Financial, Inc. September 2015 - Present
New York Life Insurance Company February 2014 - Present
Subway February 2006 - February 2014
Artistic Landscapes January 2003 - March 2006
Skills
Financial Analysis, Calculus, Statistics, Investment Banking, Financial Accounting, International Business..., Financial Services, Financial Management..., Accounting, Bank Management, Project Management, Corporate Finance, Customer Service, Teamwork, Inventory Management
Education
St. Petersburg College 2008 — 2013
Bachelor of Science, Business Administration with a sub-plan of Financial Services
Raymond James Financial, Inc. September 2015 - Present
New York Life Insurance Company February 2014 - Present
Subway February 2006 - February 2014
Artistic Landscapes January 2003 - March 2006
Skills
Financial Analysis, Calculus, Statistics, Investment Banking, Financial Accounting, International Business..., Financial Services, Financial Management..., Accounting, Bank Management, Project Management, Corporate Finance, Customer Service, Teamwork, Inventory Management
Education
St. Petersburg College 2008 — 2013
Bachelor of Science, Business Administration with a sub-plan of Financial Services
Andrew Nemes's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Student at Michigan State University
Industry Accounting
Experience
Raymond James Financial, Inc. May 2014 - August 2014
Skills
Microsoft Excel, Music, Music Production, Team Leadership
Education
Michigan State University 2013 — 2017
Accounting, 3.71
Detroit Catholic Central High School 2009 — 2013
Raymond James Financial, Inc. May 2014 - August 2014
Skills
Microsoft Excel, Music, Music Production, Team Leadership
Education
Michigan State University 2013 — 2017
Accounting, 3.71
Detroit Catholic Central High School 2009 — 2013
Daniel DeBord's Raymond James Financial Inc. Experience May 2015 - August 2015
Job Intern, Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. May 2015 - August 2015
Caliente - Mexican Restaurant May 2014 - December 2014
Skills
Management, Research, PowerPoint, Sales, Leadership, Training, Bilingual Communications, Spanish
Education
Louisiana State University 2012 — 2015
Bachelor’s Degree, Economics, Senior
Raymond James Financial, Inc. May 2015 - August 2015
Caliente - Mexican Restaurant May 2014 - December 2014
Skills
Management, Research, PowerPoint, Sales, Leadership, Training, Bilingual Communications, Spanish
Education
Louisiana State University 2012 — 2015
Bachelor’s Degree, Economics, Senior
Blake Bergeron,Jr's Raymond James Financial Inc. Experience 2014 - 2015
Job Financial Advisor at Seibert Lewis Wealth Group of Raymond James
Industry Investment Management
Experience
Seibert Lewis Wealth Group of Raymond James November 2014 - Present
Raymond James Financial, Inc. 2014 - 2015
Raymond James Financial, Inc. 2014 - 2015
DL Wealth Management (LPL Financial) June 2011 - November 2014
Edward Jones January 2006 - June 2011
Skills
Retirement Income..., Retirement Planning, Retirement Plan..., Retirement Savings, Qualified Retirement..., Retirement Solutions
Education
Nicholls State University 2000 — 2005
Bachelor's degree, Finance, General
Bayou Black and Greenwood
Seibert Lewis Wealth Group of Raymond James November 2014 - Present
Raymond James Financial, Inc. 2014 - 2015
Raymond James Financial, Inc. 2014 - 2015
DL Wealth Management (LPL Financial) June 2011 - November 2014
Edward Jones January 2006 - June 2011
Skills
Retirement Income..., Retirement Planning, Retirement Plan..., Retirement Savings, Qualified Retirement..., Retirement Solutions
Education
Nicholls State University 2000 — 2005
Bachelor's degree, Finance, General
Bayou Black and Greenwood
James Andres's Raymond James Financial Inc. Experience April 2005 - August 2005
Job Commercial Operations / Marketing Specialist, Mitsubishi Hitachi Power Systems Americas
Industry Oil & Energy
Experience
Mitsubishi Hitachi Power Systems October 2009 - Present
Samsung C&T, Engineering & Construction Group July 2009 - August 2009
Central Florida Future June 2006 - August 2007
ImPress – OfficeMax, Inc August 2001 - August 2007
The National Youth Leadership Forum - Technology July 2006 - August 2006
Raymond James Financial, Inc. April 2005 - August 2005
Skills
Advertising, Sales, Entrepreneurship, Market Research, Marketing, Leadership, Social Media Marketing, Marketing Communications, Marketing Strategy, Social Networking, Competitive Analysis, Strategy, Microsoft Office, Customer Service, Training, Project Management, Event Planning, Time Management, Business Development, Strategic Planning, Management
Education
Korea University 2009 — 2009
Master of Arts, International Business
University of Florida 2008 — 2009
Master of Arts, International Business
University of Central Florida
Bachelor of Science, Marketing
Mitsubishi Hitachi Power Systems October 2009 - Present
Samsung C&T, Engineering & Construction Group July 2009 - August 2009
Central Florida Future June 2006 - August 2007
ImPress – OfficeMax, Inc August 2001 - August 2007
The National Youth Leadership Forum - Technology July 2006 - August 2006
Raymond James Financial, Inc. April 2005 - August 2005
Skills
Advertising, Sales, Entrepreneurship, Market Research, Marketing, Leadership, Social Media Marketing, Marketing Communications, Marketing Strategy, Social Networking, Competitive Analysis, Strategy, Microsoft Office, Customer Service, Training, Project Management, Event Planning, Time Management, Business Development, Strategic Planning, Management
Education
Korea University 2009 — 2009
Master of Arts, International Business
University of Florida 2008 — 2009
Master of Arts, International Business
University of Central Florida
Bachelor of Science, Marketing
James Tumulty James Tumulty's Raymond James Financial Inc. Experience August 2004 - November 2011
Job Principal & CEO at Calibre Group LLC
Industry Banking
Experience
Calibre Group LLC January 2014 - Present
The Seaport Group October 2011 - December 2013
Raymond James Financial, Inc. August 2004 - November 2011
Morgan Joseph TriArtisan LLC January 2002 - August 2004
Education
New York Law School
J.D
Temple University
B.A., Communications, English, History
Calibre Group LLC January 2014 - Present
The Seaport Group October 2011 - December 2013
Raymond James Financial, Inc. August 2004 - November 2011
Morgan Joseph TriArtisan LLC January 2002 - August 2004
Education
New York Law School
J.D
Temple University
B.A., Communications, English, History
Travis Poekert Travis Poekert's Raymond James Financial Inc. Experience July 2012 - November 2012
Job Assistant Vice President – Business Analyst at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. November 2012 - Present
Raymond James Financial, Inc. July 2012 - November 2012
Cognizant Technology Solutions March 2010 - July 2012
Princeton Information May 2007 - March 2010
Jim Poekert & Associates March 2006 - May 2007
Skills
Business Analysis, Test Design, Process Improvement, Requirements Analysis, Functional Requirements, Business Requirements, Visio, SQL, Manual Testing, Functional Testing, Regression Testing, Smoke Testing, Software Quality..., Quality Center, Microsoft SQL Server, Database Validation, XML Spy, Usability Testing, Process Management, Test Execution, Exploratory Testing, Test Scenarios, Test Planning, System Testing, Test Cases, Testing, SDLC, Defect Tracking, User Acceptance Testing, HP Quality Center, Management, Quality Assurance, Data Validation, Integration, XML
Education
Liberty University
Bachelor of Science (B.S.), Psychology
Liberty University
Bachelor of Science (B.S.), Psychology
JPMorgan Chase & Co. November 2012 - Present
Raymond James Financial, Inc. July 2012 - November 2012
Cognizant Technology Solutions March 2010 - July 2012
Princeton Information May 2007 - March 2010
Jim Poekert & Associates March 2006 - May 2007
Skills
Business Analysis, Test Design, Process Improvement, Requirements Analysis, Functional Requirements, Business Requirements, Visio, SQL, Manual Testing, Functional Testing, Regression Testing, Smoke Testing, Software Quality..., Quality Center, Microsoft SQL Server, Database Validation, XML Spy, Usability Testing, Process Management, Test Execution, Exploratory Testing, Test Scenarios, Test Planning, System Testing, Test Cases, Testing, SDLC, Defect Tracking, User Acceptance Testing, HP Quality Center, Management, Quality Assurance, Data Validation, Integration, XML
Education
Liberty University
Bachelor of Science (B.S.), Psychology
Liberty University
Bachelor of Science (B.S.), Psychology
Casey Dearth's Raymond James Financial Inc. Experience September 2014 - May 2015
Job Financial Services Representative at TD
Industry Financial Services
Experience
LivingSocial August 2015 - Present
Raymond James Financial, Inc. September 2014 - May 2015
TD July 2013 - July 2014
TD November 2012 - July 2013
New York Life Insurance Company June 2012 - November 2012
Allstate September 2011 - January 2012
J.Crew May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, C++, HTML, Securities, Finance, Social Media
Education
Stetson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
The Birch Wathen Lenox School 2005 — 2008
High School
LivingSocial August 2015 - Present
Raymond James Financial, Inc. September 2014 - May 2015
TD July 2013 - July 2014
TD November 2012 - July 2013
New York Life Insurance Company June 2012 - November 2012
Allstate September 2011 - January 2012
J.Crew May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, C++, HTML, Securities, Finance, Social Media
Education
Stetson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
The Birch Wathen Lenox School 2005 — 2008
High School
Chris Raymond's Raymond James Financial Inc. Experience June 2015 - Present
Job Managing Director, Senior Biotech Analyst at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Robert W. Baird June 2002 - June 2015
Prudential Securities April 2000 - March 2002
Searle May 1999 - April 2000
Baxter October 1989 - May 1999
Skills
Strategy, Biotechnology, Financial Modeling, Portfolio Management, Valuation, Mergers & Acquisitions, Investments, Competitive Analysis, Due Diligence, Venture Capital, Pharmaceutical Industry
Education
University of Chicago 1992 — 1995
MBA
Michigan State University 1984 — 1988
BA, College of Business
Raymond James Financial, Inc. June 2015 - Present
Robert W. Baird June 2002 - June 2015
Prudential Securities April 2000 - March 2002
Searle May 1999 - April 2000
Baxter October 1989 - May 1999
Skills
Strategy, Biotechnology, Financial Modeling, Portfolio Management, Valuation, Mergers & Acquisitions, Investments, Competitive Analysis, Due Diligence, Venture Capital, Pharmaceutical Industry
Education
University of Chicago 1992 — 1995
MBA
Michigan State University 1984 — 1988
BA, College of Business
Forrest Wilder's Raymond James Financial Inc. Experience October 2014 - Present
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. October 2014 - Present
Principia College April 2010 - May 2014
College Summit January 2006 - April 2008
College Summit September 2003 - January 2006
College Summit July 2000 - September 2003
Skills
Non-profits, Program Development, Community Outreach, Public Speaking, Fundraising, Volunteer Management, Event Planning, Grant Writing, Research, Editing, Higher Education, Teaching, Social Media, Youth Mentoring, Leadership Development, Nonprofits, Event Management, Curriculum Development, Staff Development, Tutoring
Education
Principia College 1994 — 1998
Bachelor of Arts (B.A.), English Literature
Raymond James Financial, Inc. October 2014 - Present
Principia College April 2010 - May 2014
College Summit January 2006 - April 2008
College Summit September 2003 - January 2006
College Summit July 2000 - September 2003
Skills
Non-profits, Program Development, Community Outreach, Public Speaking, Fundraising, Volunteer Management, Event Planning, Grant Writing, Research, Editing, Higher Education, Teaching, Social Media, Youth Mentoring, Leadership Development, Nonprofits, Event Management, Curriculum Development, Staff Development, Tutoring
Education
Principia College 1994 — 1998
Bachelor of Arts (B.A.), English Literature
Jacqueline Hanlon's Raymond James Financial Inc. Experience July 2015 - Present
Job Enthusiastic, Motivated, and a Go Getter!
Industry Staffing and Recruiting
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James July 2014 - July 2015
Employment Partners Inc. April 2014 - June 2014
LPL Financial February 2012 - May 2013
Kilman & Hillyard April 2010 - March 2012
Victoria's Secret June 2009 - September 2010
Huete Mortgage, Inc January 2008 - October 2008
Contractorswatch.com LLC April 2007 - January 2008
Huete Mortgage Inc November 2003 - April 2007
Mission Playmates Preschool January 2001 - November 2003
Skills
Excel, Quickbooks, PowerPoint, Quicken, Payroll, Accounting, Accounts Receivable, Accounts Payable, Invoicing, Scheduling, Billing, Customer Service, Account Reconciliation, QuickBooks, Management, Recruiting
Education
Real Estate 2007 — 2008
Anthony's School, Real Estate
San Jose State University 2000 — 2003
BA, Social Work
Real Estate School
Currently taking Real Estate classes in Florida
Raymond James Financial, Inc. July 2015 - Present
Raymond James July 2014 - July 2015
Employment Partners Inc. April 2014 - June 2014
LPL Financial February 2012 - May 2013
Kilman & Hillyard April 2010 - March 2012
Victoria's Secret June 2009 - September 2010
Huete Mortgage, Inc January 2008 - October 2008
Contractorswatch.com LLC April 2007 - January 2008
Huete Mortgage Inc November 2003 - April 2007
Mission Playmates Preschool January 2001 - November 2003
Skills
Excel, Quickbooks, PowerPoint, Quicken, Payroll, Accounting, Accounts Receivable, Accounts Payable, Invoicing, Scheduling, Billing, Customer Service, Account Reconciliation, QuickBooks, Management, Recruiting
Education
Real Estate 2007 — 2008
Anthony's School, Real Estate
San Jose State University 2000 — 2003
BA, Social Work
Real Estate School
Currently taking Real Estate classes in Florida
Stacy Brakhage's Raymond James Financial Inc. Experience June 2015 - Present
Job Release Managerat Express Scripts
Industry Information Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Express Scripts April 2012 - June 2015
Blue Cross Blue Shield of Florida July 2009 - June 2012
Virginia Commonwealth University Health Systems January 2008 - September 2010
Amerigroup Corporation October 2006 - November 2007
Skills
Project Management, Process Improvement, Business Analysis, Customer Service, Health Insurance, Healthcare, Vendor Management, Visio, Medicare, Team Building, Managed Care, Program Management, Training, Strategic Planning, SharePoint, Leadership, HIPAA, Event Planning, Management
Education
Southeast Missouri State University 1991 — 1996
Bachelor of Applied Science (BASc), Mass Communication/Media Studies
John F. Hodge High School 1988 — 1991
Diploma, General Studies
Raymond James Financial, Inc. June 2015 - Present
Express Scripts April 2012 - June 2015
Blue Cross Blue Shield of Florida July 2009 - June 2012
Virginia Commonwealth University Health Systems January 2008 - September 2010
Amerigroup Corporation October 2006 - November 2007
Skills
Project Management, Process Improvement, Business Analysis, Customer Service, Health Insurance, Healthcare, Vendor Management, Visio, Medicare, Team Building, Managed Care, Program Management, Training, Strategic Planning, SharePoint, Leadership, HIPAA, Event Planning, Management
Education
Southeast Missouri State University 1991 — 1996
Bachelor of Applied Science (BASc), Mass Communication/Media Studies
John F. Hodge High School 1988 — 1991
Diploma, General Studies
Kimberly Tays's Raymond James Financial Inc. Experience September 1999 - Present
Job Manager, Technology Services
Industry Financial Services
Experience
Raymond James Financial August 2008 - Present
Raymond James Financial, Inc. September 1999 - Present
Raymond James Financial December 1995 - Present
Skills
Requirements Analysis, Agile Project Management, Business Process..., Business Analysis, Risk Management, PMP, Visio, SDLC, Management, SharePoint, Vendor Management, Software Project..., Requirements Gathering, ITIL, MS Project, Process Improvement, Project Management, Software Documentation, CRM, IT Strategy
Education
St. Petersburg College 2004 — 2006
B.A.S, Technology Management
Raymond James Financial August 2008 - Present
Raymond James Financial, Inc. September 1999 - Present
Raymond James Financial December 1995 - Present
Skills
Requirements Analysis, Agile Project Management, Business Process..., Business Analysis, Risk Management, PMP, Visio, SDLC, Management, SharePoint, Vendor Management, Software Project..., Requirements Gathering, ITIL, MS Project, Process Improvement, Project Management, Software Documentation, CRM, IT Strategy
Education
St. Petersburg College 2004 — 2006
B.A.S, Technology Management
Tyler Brass's Raymond James Financial Inc. Experience March 2015 - Present
Job Senior Regulatory Affairs Analyst Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
AXA US August 2012 - March 2015
Cadaret, Grant & Co., Inc. June 2009 - July 2012
Citi Smith Barney July 2007 - June 2009
Hancock & Estabrook, LLP September 2003 - June 2007
Skills
Series 7, Auditing, Wealth Management, Insurance, Series 63, FINRA, Retirement Planning, Retirement, Asset Management, 401k, Equities, Accounts Payable, Risk Management, Alternative Investments, Disability Insurance
Education
The College of William and Mary - Marshall Wythe Law School 2000 — 2003
J.D., Law
Roanoke College 1996 — 2000
B.A., Economics, Concentration in Health Care Administration
Raymond James Financial, Inc. March 2015 - Present
AXA US August 2012 - March 2015
Cadaret, Grant & Co., Inc. June 2009 - July 2012
Citi Smith Barney July 2007 - June 2009
Hancock & Estabrook, LLP September 2003 - June 2007
Skills
Series 7, Auditing, Wealth Management, Insurance, Series 63, FINRA, Retirement Planning, Retirement, Asset Management, 401k, Equities, Accounts Payable, Risk Management, Alternative Investments, Disability Insurance
Education
The College of William and Mary - Marshall Wythe Law School 2000 — 2003
J.D., Law
Roanoke College 1996 — 2000
B.A., Economics, Concentration in Health Care Administration
Ken Brisard's Raymond James Financial Inc. Experience March 1997 - June 2002
Job President at Brisard & Brisard Inc
Industry Financial Services
Experience
Financial Services June 2002 - Present
Raymond James Financial, Inc. March 1997 - June 2002
Skills
Retirement Planning, Mutual Funds, 401k, Strategic Planning, Investments, Financial Planning, Asset Management, Budgeting, Sales Management, New Business Development, Wealth Management, Portfolio Management, Retirement, Bonds, Securities, ETFs, Budgets, Finance, Financial Planners, Strategic Financial..., Small Business, Equities, Fixed Income, High Net Worth..., Risk Management, Funding, Wealth Management..., Investment Strategies, Wealth, Strategy, Alternative Investments, Investment Management, Options, Trading, Stocks, Pensions, Equity Research, IRAs, Asset Allocation, Investment Advisory, Banking, Business Planning
Education
New York Institute of Technology-Old Westbury 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Financial Services June 2002 - Present
Raymond James Financial, Inc. March 1997 - June 2002
Skills
Retirement Planning, Mutual Funds, 401k, Strategic Planning, Investments, Financial Planning, Asset Management, Budgeting, Sales Management, New Business Development, Wealth Management, Portfolio Management, Retirement, Bonds, Securities, ETFs, Budgets, Finance, Financial Planners, Strategic Financial..., Small Business, Equities, Fixed Income, High Net Worth..., Risk Management, Funding, Wealth Management..., Investment Strategies, Wealth, Strategy, Alternative Investments, Investment Management, Options, Trading, Stocks, Pensions, Equity Research, IRAs, Asset Allocation, Investment Advisory, Banking, Business Planning
Education
New York Institute of Technology-Old Westbury 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Patrick Cuillo's Raymond James Financial Inc. Experience November 2014 - Present
Job Compliance Officer at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2014 - Present
Raymond James Financial Inc. January 2014 - November 2014
Raymond James Financial Services June 2008 - January 2014
Raymond James Financial Services October 2003 - June 2008
RJFS 2002 - October 2003
T Rowe Price 1996 - 2002
Skills
Leadership, Management, Team Leadership, Training, Series 7, Securities, FINRA, Mutual Funds, Retirement Planning, Financial Services, Coaching, Finance, Investments, Risk Management
Education
Rutgers University-New Brunswick 1987 — 1992
Bachelor's Degree, Political Science and Government
Raymond James Financial, Inc. November 2014 - Present
Raymond James Financial Inc. January 2014 - November 2014
Raymond James Financial Services June 2008 - January 2014
Raymond James Financial Services October 2003 - June 2008
RJFS 2002 - October 2003
T Rowe Price 1996 - 2002
Skills
Leadership, Management, Team Leadership, Training, Series 7, Securities, FINRA, Mutual Funds, Retirement Planning, Financial Services, Coaching, Finance, Investments, Risk Management
Education
Rutgers University-New Brunswick 1987 — 1992
Bachelor's Degree, Political Science and Government
Miguel Alexander's Raymond James Financial Inc. Experience June 2014 - November 2014
Job Consultant
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2014 - November 2014
Dex Media January 2009 - June 2014
Supermedia 2002 - 2010
1st National Leasing January 2007 - December 2008
Verizon Information Services January 2002 - December 2006
Education
Pasco-Hernando State College 1990 — 1992
Associate of Arts (A.A.), Business Administration and Management, General
Raymond James Financial, Inc. June 2014 - November 2014
Dex Media January 2009 - June 2014
Supermedia 2002 - 2010
1st National Leasing January 2007 - December 2008
Verizon Information Services January 2002 - December 2006
Education
Pasco-Hernando State College 1990 — 1992
Associate of Arts (A.A.), Business Administration and Management, General
Paul Li's Raymond James Financial Inc. Experience March 2015 - Present
Job Trading Supervisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Jefferies & Company June 2012 - April 2015
Newedge March 2011 - May 2012
Newedge Financial December 2009 - April 2011
MF Global September 2007 - December 2009
HSBC Securities Corporation February 2006 - September 2007
ADP Corporation November 2005 - February 2006
Refco March 2001 - November 2005
Instinet Corporation March 2000 - January 2001
TD Waterhouse Inc September 1997 - February 2000
Skills
Series 3, Electronic Trading, Equity Trading, Options, Series 7, Equity Derivatives, Middle Office, Trading Platforms, Series 24, Series 63, Series 4, Equities
Education
Pace University - Lubin School of Business 1996 — 1999
Master, Business Administration; Financial Management
Queens College 1993 — 1996
B.A, Economics
Raymond James Financial, Inc. March 2015 - Present
Jefferies & Company June 2012 - April 2015
Newedge March 2011 - May 2012
Newedge Financial December 2009 - April 2011
MF Global September 2007 - December 2009
HSBC Securities Corporation February 2006 - September 2007
ADP Corporation November 2005 - February 2006
Refco March 2001 - November 2005
Instinet Corporation March 2000 - January 2001
TD Waterhouse Inc September 1997 - February 2000
Skills
Series 3, Electronic Trading, Equity Trading, Options, Series 7, Equity Derivatives, Middle Office, Trading Platforms, Series 24, Series 63, Series 4, Equities
Education
Pace University - Lubin School of Business 1996 — 1999
Master, Business Administration; Financial Management
Queens College 1993 — 1996
B.A, Economics
Bradley Trujillo's Raymond James Financial Inc. Experience April 2012 - Present
Job Financial Advisor, Wealth Management Specialist
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2012 - Present
Morgan Stanley Smith Barney June 2009 - April 2012
Skills
Retirement Planning, Wealth Management, Estate Planning, Series 65, Uniform Combined State...
Education
Metropolitan State University of Denver 2003 — 2009
Finance, Financial Services
Raymond James Financial, Inc. April 2012 - Present
Morgan Stanley Smith Barney June 2009 - April 2012
Skills
Retirement Planning, Wealth Management, Estate Planning, Series 65, Uniform Combined State...
Education
Metropolitan State University of Denver 2003 — 2009
Finance, Financial Services
Julie Michael Dodd's Raymond James Financial Inc. Experience June 2006 - December 2014
Job Director ECM Logistics & Marketing
Industry Financial Services
Experience
Raymond James January 2015 - Present
Raymond James Financial, Inc. June 2006 - December 2014
Wizard Connection Inc. 2005 - 2006
Deco Productions 2004 - 2005
Daytona International Speedway 2004 - 2004
Skills
Event Planning, Fundraising, Event Management, Management, Equities, Leadership, Community Outreach, Marketing, Proposal Writing, Customer Service, Business Development, Corporate Events, Time Management, Investment Banking, Social Media, Social Media Marketing, Strategic Planning, Public Relations
Education
Stetson University 2000 — 2004
Communications, with a focus on Marketing & Public Relations
Raymond James January 2015 - Present
Raymond James Financial, Inc. June 2006 - December 2014
Wizard Connection Inc. 2005 - 2006
Deco Productions 2004 - 2005
Daytona International Speedway 2004 - 2004
Skills
Event Planning, Fundraising, Event Management, Management, Equities, Leadership, Community Outreach, Marketing, Proposal Writing, Customer Service, Business Development, Corporate Events, Time Management, Investment Banking, Social Media, Social Media Marketing, Strategic Planning, Public Relations
Education
Stetson University 2000 — 2004
Communications, with a focus on Marketing & Public Relations
Linda Bragdon Bambace's Raymond James Financial Inc. Experience July 2015 - Present
Job at Raymond James Financial, Inc.
Industry Accounting
Experience
Raymond James Financial, Inc. July 2015 - Present
Gerdau Long Steel North America July 2010 - July 2015
BayCare Health System September 2009 - June 2010
Opus South Corporation February 2005 - September 2009
Ernst & Young 2002 - 2005
Skills
Accounting, Microsoft Excel, Auditing, General Ledger, Finance, Financial Analysis, Internal Controls, GAAP, Financial Reporting, US GAAP, Financial Accounting, Variance Analysis, Account Reconciliation, External Audit, PeopleSoft, Cash Flow, Forecasting, Sarbanes-Oxley, Cost Accounting, SEC filings, Consolidation, Sarbanes-Oxley Act
Education
University of South Florida 2001 — 2002
M.A., Master of Accountancy
University of South Florida 1999 — 2001
B.S., Accounting
St. Petersburg College 1997 — 1999
A.A., Business Management
Raymond James Financial, Inc. July 2015 - Present
Gerdau Long Steel North America July 2010 - July 2015
BayCare Health System September 2009 - June 2010
Opus South Corporation February 2005 - September 2009
Ernst & Young 2002 - 2005
Skills
Accounting, Microsoft Excel, Auditing, General Ledger, Finance, Financial Analysis, Internal Controls, GAAP, Financial Reporting, US GAAP, Financial Accounting, Variance Analysis, Account Reconciliation, External Audit, PeopleSoft, Cash Flow, Forecasting, Sarbanes-Oxley, Cost Accounting, SEC filings, Consolidation, Sarbanes-Oxley Act
Education
University of South Florida 2001 — 2002
M.A., Master of Accountancy
University of South Florida 1999 — 2001
B.S., Accounting
St. Petersburg College 1997 — 1999
A.A., Business Management
Linda Glossner's Raymond James Financial Inc. Experience February 2012 - Present
Job Service manager at Raymond James Financial Services Inc
Industry Law Practice
Experience
Raymond James Financial, Inc. February 2012 - Present
Robert Half International February 2011 - April 2011
Law Office of Michael C. Usher December 2007 - December 2010
Rent a Center August 1995 - December 2007
Skills
Problem Solving, Team Leadership, Internal Communications, Westlaw, Bankruptcy, Litigation, Pleadings, Family Law, Document Review, Typing, Outlook, Microsoft Office, Insurance, Word, Mediation, Customer Service, Excel, Trial Preparation, Document Management, Customer Relations, Writing, Legal Research, Workers Compensation, Legal Documents, Defense, Depositions, Billing, Document Preparation, Preparation, Research, Civil, Documentation, Scheduling, Supervisory Skills, Negotiation, Litigation Support, Legal Writing, Trials, Civil Litigation, Legal Compliance
Education
Lehigh Carbon Community College 2007 — 2008
AAS, Paralegal Studies
Montgomery County Community College 1982 — 1984
Associates Degree, Business Management
Raymond James Financial, Inc. February 2012 - Present
Robert Half International February 2011 - April 2011
Law Office of Michael C. Usher December 2007 - December 2010
Rent a Center August 1995 - December 2007
Skills
Problem Solving, Team Leadership, Internal Communications, Westlaw, Bankruptcy, Litigation, Pleadings, Family Law, Document Review, Typing, Outlook, Microsoft Office, Insurance, Word, Mediation, Customer Service, Excel, Trial Preparation, Document Management, Customer Relations, Writing, Legal Research, Workers Compensation, Legal Documents, Defense, Depositions, Billing, Document Preparation, Preparation, Research, Civil, Documentation, Scheduling, Supervisory Skills, Negotiation, Litigation Support, Legal Writing, Trials, Civil Litigation, Legal Compliance
Education
Lehigh Carbon Community College 2007 — 2008
AAS, Paralegal Studies
Montgomery County Community College 1982 — 1984
Associates Degree, Business Management
Andrea Kaplan's Raymond James Financial Inc. Experience March 2015 - April 2015
Job JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2009 - Present
Raymond James Financial, Inc. March 2015 - April 2015
HSBC October 1986 - April 2009
HSBC Finance 2008 - 2009
Beneficial Financial Group 1986 - 1998
Skills
Banking, Credit, Risk Management, Leadership, Management, Loans, Mortgage Lending, Mortgage Banking, Customer Service, Credit Analysis, Loan Origination, Relationship Management
Education
Massasoit Community College 1981 — 1983
Associate's degree, Executive Administrative Assistant and Secretarial Science, General
JPMorgan Chase May 2009 - Present
Raymond James Financial, Inc. March 2015 - April 2015
HSBC October 1986 - April 2009
HSBC Finance 2008 - 2009
Beneficial Financial Group 1986 - 1998
Skills
Banking, Credit, Risk Management, Leadership, Management, Loans, Mortgage Lending, Mortgage Banking, Customer Service, Credit Analysis, Loan Origination, Relationship Management
Education
Massasoit Community College 1981 — 1983
Associate's degree, Executive Administrative Assistant and Secretarial Science, General
Steve Johnstonbaugh's Raymond James Financial Inc. Experience 1994 - 1999
Job Turnaround(s) | Process Improvement | Industrial Design | Special Projects for CEO's/Owners | Manage Assets for MAX ROI.
Industry Management Consulting
Experience
Investment Resource Group, Inc January 1994 - Present
Taggart Couriers 2012 - 2014
Raymond James Financial, Inc. 1994 - 1999
Prudential Financial 1990 - 1993
USG 1984 - 1987
Marlite 1980 - 1984
Skills
Entrepreneurship, Marketing Strategy, Strategic Planning, Marketing, New Business Development, Marketing Communications, Social Media Marketing, Public Speaking, Social Networking, Volunteer Management, Customer Service, Editing, Sales Management, Product Development, Turnaround Experience, Money Management, Microsoft Office, Patents
Education
Churchill Area High School
Penn State University
BA + 1 year of Graduate School, School(s) of Engineering & Art and Architecture: Industrial Process Innovation
Investment Resource Group, Inc January 1994 - Present
Taggart Couriers 2012 - 2014
Raymond James Financial, Inc. 1994 - 1999
Prudential Financial 1990 - 1993
USG 1984 - 1987
Marlite 1980 - 1984
Skills
Entrepreneurship, Marketing Strategy, Strategic Planning, Marketing, New Business Development, Marketing Communications, Social Media Marketing, Public Speaking, Social Networking, Volunteer Management, Customer Service, Editing, Sales Management, Product Development, Turnaround Experience, Money Management, Microsoft Office, Patents
Education
Churchill Area High School
Penn State University
BA + 1 year of Graduate School, School(s) of Engineering & Art and Architecture: Industrial Process Innovation
Cecilia Shepherd Carroll's Raymond James Financial Inc. Experience January 2015 - April 2015
Job I am living in Mills River NC and looking for Contract/Temporary accounting positions.
Industry Accounting
Experience
Raymond James Financial, Inc. January 2015 - April 2015
AquaCal AutoPilot April 2013 - November 2014
Network Dynamics January 2011 - February 2013
Accounting Principals August 2010 - December 2010
Photoengraving, Inc. November 2009 - September 2010
JPMorgan Chase August 2005 - December 2008
Accounting Principals May 2005 - March 2006
TRINSIC (fka Z-Tel Communications, Inc.) November 2002 - April 2005
Healthcare Quality Solutions (fka Provider Solutions) August 1997 - May 2002
TERRA ENVIRONMENTAL SERVICES, INC. September 1991 - May 1997
Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Invoicing, Accounting, Bank Reconciliation, Journal Entries, Fixed Assets, Peachtree, Microsoft Excel, Office Management, Human Resources, Payments
Education
Northern Virginia Community College 1980 — 1981
AAS, Hotel and Restaurant Management
Raymond James Financial, Inc. January 2015 - April 2015
AquaCal AutoPilot April 2013 - November 2014
Network Dynamics January 2011 - February 2013
Accounting Principals August 2010 - December 2010
Photoengraving, Inc. November 2009 - September 2010
JPMorgan Chase August 2005 - December 2008
Accounting Principals May 2005 - March 2006
TRINSIC (fka Z-Tel Communications, Inc.) November 2002 - April 2005
Healthcare Quality Solutions (fka Provider Solutions) August 1997 - May 2002
TERRA ENVIRONMENTAL SERVICES, INC. September 1991 - May 1997
Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Invoicing, Accounting, Bank Reconciliation, Journal Entries, Fixed Assets, Peachtree, Microsoft Excel, Office Management, Human Resources, Payments
Education
Northern Virginia Community College 1980 — 1981
AAS, Hotel and Restaurant Management
Brittany Ousley's Raymond James Financial Inc. Experience November 2014 - Present
Job Retirement Plan Services AST Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2014 - Present
The Carter Malone Group, LLC November 2013 - November 2014
Bank of Bartlett June 2012 - August 2013
Regions Financial Corporation November 2011 - June 2012
Enterprise Rent-A-Car May 2011 - November 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Strategic Planning, Marketing Strategy, Management, Sales Management, Budgets, Employee Training, Internal Audit, Financial Advisory, Account Reconciliation, Banking
Education
The University of Memphis 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Middle Tennessee State University 2007 — 2008
Business Administration and Management, General
Raymond James Financial, Inc. November 2014 - Present
The Carter Malone Group, LLC November 2013 - November 2014
Bank of Bartlett June 2012 - August 2013
Regions Financial Corporation November 2011 - June 2012
Enterprise Rent-A-Car May 2011 - November 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Strategic Planning, Marketing Strategy, Management, Sales Management, Budgets, Employee Training, Internal Audit, Financial Advisory, Account Reconciliation, Banking
Education
The University of Memphis 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Middle Tennessee State University 2007 — 2008
Business Administration and Management, General
Todd Dudley's Raymond James Financial Inc. Experience 1993 - 2015
Job Registered Investment Advisor Representative at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc Member FINRA/SIPC May 2009 - Present
Raymond James Financial, Inc. 1993 - 2015
Raymond James Financial, Inc. 1993 - 2015
Raymond James Financial, Inc. 1993 - 2015
Morgan Stanley Smith Barney July 1992 - May 2009
Skills
Series 7, Mutual Funds, Securities, Retirement Planning, Investments, Wealth Accumulation, Series 63, Investment Advisory, Fixed Annuities, Financial Advisory, FINRA, Bonds, Management, Stocks, Trading, Wealth Management, 401k, Wealth Management..., Series 65, Small Business, Options, Uniform Combined State..., Retirement, Asset Allocation, ETFs
Education
Marshall University
Bachelor of Business Administration (B.B.A.)
Raymond James Financial Services, Inc Member FINRA/SIPC May 2009 - Present
Raymond James Financial, Inc. 1993 - 2015
Raymond James Financial, Inc. 1993 - 2015
Raymond James Financial, Inc. 1993 - 2015
Morgan Stanley Smith Barney July 1992 - May 2009
Skills
Series 7, Mutual Funds, Securities, Retirement Planning, Investments, Wealth Accumulation, Series 63, Investment Advisory, Fixed Annuities, Financial Advisory, FINRA, Bonds, Management, Stocks, Trading, Wealth Management, 401k, Wealth Management..., Series 65, Small Business, Options, Uniform Combined State..., Retirement, Asset Allocation, ETFs
Education
Marshall University
Bachelor of Business Administration (B.B.A.)
Brian LaPierre's Raymond James Financial Inc. Experience March 2015 - Present
Job Vice President Client Reporting at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. July 2013 - Present
Raymond James May 2010 - July 2013
John Hancock Life Insurance Company (U.S.A.) January 2005 - March 2010
John Hancock Life Insurance Company (U.S.A.) February 2003 - January 2005
Skills
Cost Basis, Series 7, Portfolio Management, Corporate Actions, Securities, Mutual Funds, Investments, Financial Services, Fixed Income, Series 63, Equities
Education
Saint Anselm College 1995 — 1999
Bachelor, Business & Finance
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. July 2013 - Present
Raymond James May 2010 - July 2013
John Hancock Life Insurance Company (U.S.A.) January 2005 - March 2010
John Hancock Life Insurance Company (U.S.A.) February 2003 - January 2005
Skills
Cost Basis, Series 7, Portfolio Management, Corporate Actions, Securities, Mutual Funds, Investments, Financial Services, Fixed Income, Series 63, Equities
Education
Saint Anselm College 1995 — 1999
Bachelor, Business & Finance
Kyle Wilcher's Raymond James Financial Inc. Experience November 2014 - Present
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. November 2014 - Present
Frazier & Deeter, LLC July 2014 - October 2014
Frazier & Deeter, LLC June 2012 - June 2014
McNair, McLemore, Middlebrooks & Co. January 2011 - July 2011
Skills
Accounting, Assurance, CPA, US GAAP, Access, Tax, GAAP, Income Tax, Tax Research, Corporate Tax, Tax Accounting, Partnership Taxation, Financial Accounting, Tax Preparation, Financial Reporting, ProSystem fx Tax
Education
University of Virginia - McInitire School of Commerce 2011 — 2012
M.S. in Accounting, Accounting
Mercer University - Stetson School of Business and Economics 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Raymond James Financial, Inc. November 2014 - Present
Frazier & Deeter, LLC July 2014 - October 2014
Frazier & Deeter, LLC June 2012 - June 2014
McNair, McLemore, Middlebrooks & Co. January 2011 - July 2011
Skills
Accounting, Assurance, CPA, US GAAP, Access, Tax, GAAP, Income Tax, Tax Research, Corporate Tax, Tax Accounting, Partnership Taxation, Financial Accounting, Tax Preparation, Financial Reporting, ProSystem fx Tax
Education
University of Virginia - McInitire School of Commerce 2011 — 2012
M.S. in Accounting, Accounting
Mercer University - Stetson School of Business and Economics 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Mandee Nyhus's Raymond James Financial Inc. Experience May 2015 - Present
Job UX Visual Designer at Raymond James Financial
Industry Graphic Design
Experience
Raymond James Financial, Inc. May 2015 - Present
Ashley Furniture HomeStore Corporate April 2014 - May 2015
Landy Marketing HQ Printing April 2012 - April 2014
Splinter Creative June 2011 - September 2011
BONNIE HANEY DANCE August 2008 - December 2010
NEW RIVERS PRESS September 2009 - September 2010
MINNESOTA STATE UNIVERSITY MOORHEAD September 2009 - August 2010
MOORHEAD MUNICIPAL POOL June 2006 - August 2010
Skills
InDesign, Layout, Illustrator, Dreamweaver, Posters, Photoshop, Adobe Fireworks, WordPress, Newsletters, Graphic Design, Branding & Identity, Flash, Word, Excel, PowerPoint, Typography, Logo Design, Digital Designs, In-store Marketing, Print Management
Education
Minnesota State University, Moorhead 2006 — 2011
BFA, Graphic Design
Raymond James Financial, Inc. May 2015 - Present
Ashley Furniture HomeStore Corporate April 2014 - May 2015
Landy Marketing HQ Printing April 2012 - April 2014
Splinter Creative June 2011 - September 2011
BONNIE HANEY DANCE August 2008 - December 2010
NEW RIVERS PRESS September 2009 - September 2010
MINNESOTA STATE UNIVERSITY MOORHEAD September 2009 - August 2010
MOORHEAD MUNICIPAL POOL June 2006 - August 2010
Skills
InDesign, Layout, Illustrator, Dreamweaver, Posters, Photoshop, Adobe Fireworks, WordPress, Newsletters, Graphic Design, Branding & Identity, Flash, Word, Excel, PowerPoint, Typography, Logo Design, Digital Designs, In-store Marketing, Print Management
Education
Minnesota State University, Moorhead 2006 — 2011
BFA, Graphic Design
Barb Jiannetti's Raymond James Financial Inc. Experience June 2012 - January 2015
Job Senior Copywriter at Validus Senior Living
Industry Writing and Editing
Experience
Validus Senior Living February 2015 - Present
Raymond James Financial, Inc. June 2012 - January 2015
Horizon Bay Retirement Living 2010 - 2011
Tampa Tribune 1997 - 2009
Tampa Tribune 1997 - 2008
St. Petersburg Times 1979 - 1997
Skills
AP Style, Headline Writing, Copy Editing, Newspaper, Editing, Journalism, Proofreading, Press Releases, Web Content, Writing, Publications, Copywriting, Magazines, Media Relations, Editorial, Social Media, Public Relations, Photo Editing, Writing Skills, Layout, Advertising, Corporate Communications, Sports, Internal Communications, SEO, Microsoft Office, Publishing, Breaking News, Ap Style, News Writing, Newspapers, Online Journalism, Feature Articles, Content Management, Newsletters, Multimedia, Content Development, Storytelling, Digital Media, Blogging, Fact-checking, Investigative Reporting, Freelance Writing, New Media, Creative Writing, Speech Writing, Facebook, Image Editing
Education
Kent State University 1974 — 1978
BS, journalism
Validus Senior Living February 2015 - Present
Raymond James Financial, Inc. June 2012 - January 2015
Horizon Bay Retirement Living 2010 - 2011
Tampa Tribune 1997 - 2009
Tampa Tribune 1997 - 2008
St. Petersburg Times 1979 - 1997
Skills
AP Style, Headline Writing, Copy Editing, Newspaper, Editing, Journalism, Proofreading, Press Releases, Web Content, Writing, Publications, Copywriting, Magazines, Media Relations, Editorial, Social Media, Public Relations, Photo Editing, Writing Skills, Layout, Advertising, Corporate Communications, Sports, Internal Communications, SEO, Microsoft Office, Publishing, Breaking News, Ap Style, News Writing, Newspapers, Online Journalism, Feature Articles, Content Management, Newsletters, Multimedia, Content Development, Storytelling, Digital Media, Blogging, Fact-checking, Investigative Reporting, Freelance Writing, New Media, Creative Writing, Speech Writing, Facebook, Image Editing
Education
Kent State University 1974 — 1978
BS, journalism
Megan Rosko's Raymond James Financial Inc. Experience July 2010 - August 2011
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
U.S. Bank June 2012 - June 2015
Hillsborough Township Board of Education September 2011 - June 2012
Bridgewater-Raritan Township Board of Education September 2011 - June 2012
Raymond James Financial, Inc. July 2010 - August 2011
The Pingry School December 2006 - August 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Investment Banking, Capital Markets, Financial Analysis, Public Finance, Financial Services, Municipal Bonds, Customer Service, Priority Management, Time Management, Public Speaking, Vendor Management, Lotus Notes, Outlook, Business Travel, Team Building, Human Resources, Leadership, High Level Of..., High level of..., Expense Reports, Bloomberg, Expense Management, Concur, Invoice Processing, Conference Coordination, Meeting Planning, Project Coordination, Personal Assistance, Corporate Events, Elementary Education, Educational Leadership, Education, Curriculum Development
Education
Rider University
Graduate Level Teaching Certification Program (GLTP)
Rider University
Bachelor's Degree, English
J.P. Morgan June 2015 - Present
U.S. Bank June 2012 - June 2015
Hillsborough Township Board of Education September 2011 - June 2012
Bridgewater-Raritan Township Board of Education September 2011 - June 2012
Raymond James Financial, Inc. July 2010 - August 2011
The Pingry School December 2006 - August 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Investment Banking, Capital Markets, Financial Analysis, Public Finance, Financial Services, Municipal Bonds, Customer Service, Priority Management, Time Management, Public Speaking, Vendor Management, Lotus Notes, Outlook, Business Travel, Team Building, Human Resources, Leadership, High Level Of..., High level of..., Expense Reports, Bloomberg, Expense Management, Concur, Invoice Processing, Conference Coordination, Meeting Planning, Project Coordination, Personal Assistance, Corporate Events, Elementary Education, Educational Leadership, Education, Curriculum Development
Education
Rider University
Graduate Level Teaching Certification Program (GLTP)
Rider University
Bachelor's Degree, English
Alex Bougaieff's Raymond James Financial Inc. Experience May 2011 - August 2013
Job Vice President, Strategic Development
Industry Oil & Energy
Experience
Nine Energy Service September 2013 - Present
Raymond James Financial, Inc. May 2011 - August 2013
Merrill Lynch - Private Banking Investment Group September 2010 - May 2011
Italian Basketball League August 2000 - May 2010
Education
Rice University 1996 — 2000
Bachelor of Arts, Mathematics and Economics
Nine Energy Service September 2013 - Present
Raymond James Financial, Inc. May 2011 - August 2013
Merrill Lynch - Private Banking Investment Group September 2010 - May 2011
Italian Basketball League August 2000 - May 2010
Education
Rice University 1996 — 2000
Bachelor of Arts, Mathematics and Economics
Bryce Hodgins's Raymond James Financial Inc. Experience November 2013 - Present
Job ITSecurity System Administrator
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2013 - Present
Raymond James August 2012 - November 2013
Raymond James & Associates, Inc November 2011 - August 2012
Raymond James Financial, Inc. November 2008 - November 2011
Skills
Information Security, Business Analysis, Process Improvement, Risk Management, Disaster Recovery, SDLC, Active Directory, Troubleshooting, Vendor Management, SharePoint
Education
St. Petersburg College
Information Technology
Raymond James Financial, Inc. November 2013 - Present
Raymond James August 2012 - November 2013
Raymond James & Associates, Inc November 2011 - August 2012
Raymond James Financial, Inc. November 2008 - November 2011
Skills
Information Security, Business Analysis, Process Improvement, Risk Management, Disaster Recovery, SDLC, Active Directory, Troubleshooting, Vendor Management, SharePoint
Education
St. Petersburg College
Information Technology
Jason Musgrave's Raymond James Financial Inc. Experience July 2014 - Present
Job System Support Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial Inc. November 2011 - July 2014
Raymond James & Associates, Inc April 2008 - November 2011
Freight & Shipping, Inc. November 2005 - September 2007
Skills
Asset Management, Software Installation, Computer Software..., Computer Hardware..., Wireless Networking, Customer Service, Project Management, Computer Hardware..., Windows 7, Windows XP Pro, Microsoft Office 2007, Microsoft Office 2010, Networking, Technical Support, Process Improvement, Troubleshooting
Education
St. Petersburg College 2009 — 2013
Associate of Science (AS), Computer Systems Networking and Telecommunications
Lasalle Computer Learning Center 2007 — 2008
Certified Internet Webmaster, Web design/ Computer hardware & software
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial Inc. November 2011 - July 2014
Raymond James & Associates, Inc April 2008 - November 2011
Freight & Shipping, Inc. November 2005 - September 2007
Skills
Asset Management, Software Installation, Computer Software..., Computer Hardware..., Wireless Networking, Customer Service, Project Management, Computer Hardware..., Windows 7, Windows XP Pro, Microsoft Office 2007, Microsoft Office 2010, Networking, Technical Support, Process Improvement, Troubleshooting
Education
St. Petersburg College 2009 — 2013
Associate of Science (AS), Computer Systems Networking and Telecommunications
Lasalle Computer Learning Center 2007 — 2008
Certified Internet Webmaster, Web design/ Computer hardware & software
Stephanie D. Jones's Raymond James Financial Inc. Experience January 2012 - Present
Job Operations at Raymond James Financial, Inc.
Industry Insurance
Experience
Raymond James Financial, Inc. January 2012 - Present
Raymond James Financial, Inc. November 2007 - January 2012
Raymond James Financial, Inc. April 2006 - November 2007
Raymond James Financial, Inc. February 2003 - April 2006
Raymond James Financial, Inc. May 2001 - February 2003
Skills
Human Resources, College Recruiting, Talent Acquisition, Applicant Tracking..., HR Policies, Organizational..., Personnel Management, FMLA, Regulatory Compliance, Training, Conflict Resolution, PC Proficient-Microsoft..., optimal resume, Time Management, Employee Engagement, Onboarding, Analysis, Employee Benefits, Finance, Hiring, Management, Performance Management, Succession Planning
Education
University of Arkansas 2013 — 2015
Master of Science (MS), Operations Management and Supervision
Park University
Bachelor of Science (BS), Management/Human Resources
Southwest Tennessee Community College
Associate of Arts and Sciences (A.A.S.), Business/Commerce, Human Resources Management
Raymond James Financial, Inc. January 2012 - Present
Raymond James Financial, Inc. November 2007 - January 2012
Raymond James Financial, Inc. April 2006 - November 2007
Raymond James Financial, Inc. February 2003 - April 2006
Raymond James Financial, Inc. May 2001 - February 2003
Skills
Human Resources, College Recruiting, Talent Acquisition, Applicant Tracking..., HR Policies, Organizational..., Personnel Management, FMLA, Regulatory Compliance, Training, Conflict Resolution, PC Proficient-Microsoft..., optimal resume, Time Management, Employee Engagement, Onboarding, Analysis, Employee Benefits, Finance, Hiring, Management, Performance Management, Succession Planning
Education
University of Arkansas 2013 — 2015
Master of Science (MS), Operations Management and Supervision
Park University
Bachelor of Science (BS), Management/Human Resources
Southwest Tennessee Community College
Associate of Arts and Sciences (A.A.S.), Business/Commerce, Human Resources Management
Vikas Rapol's Raymond James Financial Inc. Experience June 2015 - Present
Job Windows Platform Engineer at Raymond James Financial, Inc.
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. June 2015 - Present
American Express February 2013 - March 2015
Comcast March 2012 - December 2012
Aetna November 2011 - February 2012
Frontier Communications July 2010 - November 2011
Verizon January 2009 - June 2010
Hoch Technologies July 2006 - June 2007
Skills
Windows Server, Active Directory, IIS, Disaster Recovery, Microsoft SQL Server, Troubleshooting, Servers, VMware, SDLC, Networking, Data Center, SQL, ASP.NET, Windows, Oracle, Linux, Databases, DNS, SSRS, DHCP, Cisco Routers, Web Applications, Windows System..., IT Operations, TFS, Visual Studio
Education
Northwestern Polytechnic University 2007 — 2008
Bachelors of Science, Computer Science
Raymond James Financial, Inc. June 2015 - Present
American Express February 2013 - March 2015
Comcast March 2012 - December 2012
Aetna November 2011 - February 2012
Frontier Communications July 2010 - November 2011
Verizon January 2009 - June 2010
Hoch Technologies July 2006 - June 2007
Skills
Windows Server, Active Directory, IIS, Disaster Recovery, Microsoft SQL Server, Troubleshooting, Servers, VMware, SDLC, Networking, Data Center, SQL, ASP.NET, Windows, Oracle, Linux, Databases, DNS, SSRS, DHCP, Cisco Routers, Web Applications, Windows System..., IT Operations, TFS, Visual Studio
Education
Northwestern Polytechnic University 2007 — 2008
Bachelors of Science, Computer Science
Kristen Kessler's Raymond James Financial Inc. Experience 2000 - 2007
Job seeking employment
Industry
Experience
John Deere September 2013 - March 2015
John Deere December 2011 - September 2013
John Deere November 2010 - December 2011
John Deere September 2007 - November 2010
Raymond James Financial, Inc. 2000 - 2007
Axxis Corporation 1998 - 2000
Intermedics 1993 - 1998
General Motors 1991 - 1993
Education
Purdue University 1986 — 1990
Bachelor's Degree, Organizational Leadership
John Deere September 2013 - March 2015
John Deere December 2011 - September 2013
John Deere November 2010 - December 2011
John Deere September 2007 - November 2010
Raymond James Financial, Inc. 2000 - 2007
Axxis Corporation 1998 - 2000
Intermedics 1993 - 1998
General Motors 1991 - 1993
Education
Purdue University 1986 — 1990
Bachelor's Degree, Organizational Leadership
Beau VanGeffen's Raymond James Financial Inc. Experience March 2010 - Present
Job Owner VanGeffen Wealth Strategies
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2010 - Present
VanGeffen Wealth Strategies March 2005 - Present
Skills
Finance, Retirement Planning, Portfolio Management, Wealth Management, Investments, Mutual Funds, Financial Planning, Financial Analysis, Asset Management, Investment Strategies, Financial Services, Investment Advisory, Equities, Securities, Asset Allocation, Financial Advisory, Retirement, Fixed Income
Education
Southeastern Louisiana University
Raymond James Financial, Inc. March 2010 - Present
VanGeffen Wealth Strategies March 2005 - Present
Skills
Finance, Retirement Planning, Portfolio Management, Wealth Management, Investments, Mutual Funds, Financial Planning, Financial Analysis, Asset Management, Investment Strategies, Financial Services, Investment Advisory, Equities, Securities, Asset Allocation, Financial Advisory, Retirement, Fixed Income
Education
Southeastern Louisiana University
Clayton Ledford's Raymond James Financial Inc. Experience November 2014 - Present
Job Supervisor II at Raymond James Financial, Inc
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2014 - Present
Raymond James Financial Inc. January 2011 - November 2014
Raymond James Financial Inc. June 2007 - December 2010
Raymond James Financial Inc. June 2006 - May 2007
Raymond James Financial Inc. July 2005 - May 2006
Skills
Series 7, Microsoft Access, Basic SQL
Education
University of South Florida 2007 — 2009
Master of Business Administration (MBA), Finance and MIS
Muskingum College 2001 — 2005
Bachelor of Business Administration (BBA), Economics
Raymond James Financial, Inc. November 2014 - Present
Raymond James Financial Inc. January 2011 - November 2014
Raymond James Financial Inc. June 2007 - December 2010
Raymond James Financial Inc. June 2006 - May 2007
Raymond James Financial Inc. July 2005 - May 2006
Skills
Series 7, Microsoft Access, Basic SQL
Education
University of South Florida 2007 — 2009
Master of Business Administration (MBA), Finance and MIS
Muskingum College 2001 — 2005
Bachelor of Business Administration (BBA), Economics
Matthew Wilkes's Raymond James Financial Inc. Experience August 2015 - Present
Job Managing Partner at Wilkes Corrigan Wealth Advisors, LLC
Industry Financial Services
Experience
Wilkes Corrigan Wealth Advisors, LLC August 2015 - Present
Raymond James Financial, Inc. August 2015 - Present
Wells Fargo Advisors LLC. March 2013 - July 2015
PNC Investments October 2010 - March 2013
National City Bank March 2009 - October 2010
Chase 2008 - 2009
Skills
Investments, Financial Services, Wealth Management, Investment Advisory, Asset Allocation, Insurance, Mutual Funds, Fixed Income Strategies, Wealth Preservation..., personal investment..., Investment Strategies, Wealth Planning, Financial Planning
Education
Miami University 2003 — 2007
Bachelor's of Science in Busines Administration, Finance
Wilkes Corrigan Wealth Advisors, LLC August 2015 - Present
Raymond James Financial, Inc. August 2015 - Present
Wells Fargo Advisors LLC. March 2013 - July 2015
PNC Investments October 2010 - March 2013
National City Bank March 2009 - October 2010
Chase 2008 - 2009
Skills
Investments, Financial Services, Wealth Management, Investment Advisory, Asset Allocation, Insurance, Mutual Funds, Fixed Income Strategies, Wealth Preservation..., personal investment..., Investment Strategies, Wealth Planning, Financial Planning
Education
Miami University 2003 — 2007
Bachelor's of Science in Busines Administration, Finance
jeffery parrott's Raymond James Financial Inc. Experience January 2015 - Present
Job at
Industry Financial Services
Experience
Raymond James Financial, Inc. January 2015 - Present
The Great American Home Store October 2014 - Present
Parrott Realty and Appraisals December 2007 - Present
Academy Sports October 2005 - August 2014
Southern Farm Bureau June 2003 - August 2014
Southern Farm Bureau Life Insurance Company June 2003 - August 2014
Hibbett Sports Company July 2002 - June 2003
State Industrial Supply June 2001 - January 2002
Mississippi State MS January 1997 - January 2001
Skills
Sales, Customer Service, Cold Calling, Selling, Advertising, Real Estate, Payroll, Pricing, Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Marketing, Long-term Care, Retirement Planning, Microsoft Excel, Microsoft Office, Whole Life, Outlook, Team Building, Microsoft Word, PowerPoint, Call Centers, Customer Satisfaction, Customer Retention, Liability
Education
Mississippi State University 1997 — 2001
Bachelor of Business Administration, Marketing
Raymond James Financial, Inc. January 2015 - Present
The Great American Home Store October 2014 - Present
Parrott Realty and Appraisals December 2007 - Present
Academy Sports October 2005 - August 2014
Southern Farm Bureau June 2003 - August 2014
Southern Farm Bureau Life Insurance Company June 2003 - August 2014
Hibbett Sports Company July 2002 - June 2003
State Industrial Supply June 2001 - January 2002
Mississippi State MS January 1997 - January 2001
Skills
Sales, Customer Service, Cold Calling, Selling, Advertising, Real Estate, Payroll, Pricing, Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Marketing, Long-term Care, Retirement Planning, Microsoft Excel, Microsoft Office, Whole Life, Outlook, Team Building, Microsoft Word, PowerPoint, Call Centers, Customer Satisfaction, Customer Retention, Liability
Education
Mississippi State University 1997 — 2001
Bachelor of Business Administration, Marketing
David H. Holbert's Raymond James Financial Inc. Experience August 2013 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2013 - Present
Skills
Financial Planning, Investments, Portfolio Management, Retirement Planning, Wealth Management, Financial Analysis, Mutual Funds, Financial Services
Education
Samford University
Bachelor's degree, Business Administration and Management
Raymond James Financial, Inc. August 2013 - Present
Skills
Financial Planning, Investments, Portfolio Management, Retirement Planning, Wealth Management, Financial Analysis, Mutual Funds, Financial Services
Education
Samford University
Bachelor's degree, Business Administration and Management
Aubrey Conner's Raymond James Financial Inc. Experience May 2004 - Present
Job
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. May 2004 - Present
Alltel Wireless June 2003 - May 2004
HSN February 1990 - February 2003
US Navy Reserve June 1986 - June 1989
US Navy June 1982 - June 1986
Skills
Management, Microsoft Excel, Microsoft Office
Education
St. Petersburg College 1987 — 1989
Computer Science
Raymond James Financial, Inc. May 2004 - Present
Alltel Wireless June 2003 - May 2004
HSN February 1990 - February 2003
US Navy Reserve June 1986 - June 1989
US Navy June 1982 - June 1986
Skills
Management, Microsoft Excel, Microsoft Office
Education
St. Petersburg College 1987 — 1989
Computer Science
Kareem Thompson's Raymond James Financial Inc. Experience April 2013 - Present
Job Client Services at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2013 - Present
Skills
Financial Analysis, Accounting, Microsoft Office, Finance, Investments, Sales, Risk Management, Project Management, Portfolio Management, Business Analysis
Education
University of South Florida 2004 — 2010
Bachelor's degree, Business Administration and Management, General
St. Petersburg College 1998 — 2004
Associate of Arts (A.A.), Business/Commerce, General
Raymond James Financial, Inc. April 2013 - Present
Skills
Financial Analysis, Accounting, Microsoft Office, Finance, Investments, Sales, Risk Management, Project Management, Portfolio Management, Business Analysis
Education
University of South Florida 2004 — 2010
Bachelor's degree, Business Administration and Management, General
St. Petersburg College 1998 — 2004
Associate of Arts (A.A.), Business/Commerce, General
Eric Eiler's Raymond James Financial Inc. Experience February 2013 - Present
Job Financial Advisor/Vice President at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2013 - Present
Morgan Keegan & Co Inc June 2001 - February 2013
Skills
Investments, Securities, Finance, Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Retirement, Wealth Management, Series 63, Portfolio Management, Asset Management, Investment Advisory
Education
Southern Arkansas University 1997 — 2001
Bachelor's degree, Finance and Financial Management Services
Raymond James Financial, Inc. February 2013 - Present
Morgan Keegan & Co Inc June 2001 - February 2013
Skills
Investments, Securities, Finance, Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Retirement, Wealth Management, Series 63, Portfolio Management, Asset Management, Investment Advisory
Education
Southern Arkansas University 1997 — 2001
Bachelor's degree, Finance and Financial Management Services
Robert Tinkler's Raymond James Financial Inc. Experience June 2010 - Present
Job Certified Financial Planner at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2010 - Present
Raymond James Financial, Inc. June 2010 - Present
First Investors September 2001 - June 2010
Deloitte January 1998 - September 2001
Education
Saint Joseph's University 1993 — 1997
Bachelor’s Degree, Accounting
Raymond James Financial, Inc. June 2010 - Present
Raymond James Financial, Inc. June 2010 - Present
First Investors September 2001 - June 2010
Deloitte January 1998 - September 2001
Education
Saint Joseph's University 1993 — 1997
Bachelor’s Degree, Accounting
Brian Grieves's Raymond James Financial Inc. Experience May 2015 - August 2015
Job Student at the University of Virginia
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - August 2015
Brainfit Inc. March 2014 - May 2015
Skills
Interpersonal Skills, Microsoft Office, Tutoring, Social Media
Education
McIntire School of Commerce 2015 — 2017
Business/Commerce, General
University of Virginia 2013 — 2017
Business/Commerce, General
Raymond James Financial, Inc. May 2015 - August 2015
Brainfit Inc. March 2014 - May 2015
Skills
Interpersonal Skills, Microsoft Office, Tutoring, Social Media
Education
McIntire School of Commerce 2015 — 2017
Business/Commerce, General
University of Virginia 2013 — 2017
Business/Commerce, General
Kathleen Zak's Raymond James Financial Inc. Experience August 2000 - Present
Job
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2000 - Present
Education
Kaplan University
Master of Business Administration (M.B.A.)
University of South Florida
Bachelor’s Degree
Raymond James Financial, Inc. August 2000 - Present
Education
Kaplan University
Master of Business Administration (M.B.A.)
University of South Florida
Bachelor’s Degree
Heather Brandon's Raymond James Financial Inc. Experience September 2011 - Present
Job Highly detailed client focused professional.
Industry
Experience
Raymond James Financial, Inc. September 2011 - Present
Sterling Payment Technologies April 2011 - September 2011
Transamerica February 2010 - March 2011
UnitedHealth Group November 2007 - February 2010
eAutoclaims May 2005 - November 2007
Skills
Testing, Research, Business Analysis, Team Leadership, Quality Assurance, Teamwork, Outlook
Education
Kaplan University 2014 — 2018
Raymond James Financial, Inc. September 2011 - Present
Sterling Payment Technologies April 2011 - September 2011
Transamerica February 2010 - March 2011
UnitedHealth Group November 2007 - February 2010
eAutoclaims May 2005 - November 2007
Skills
Testing, Research, Business Analysis, Team Leadership, Quality Assurance, Teamwork, Outlook
Education
Kaplan University 2014 — 2018
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS