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
Umar Majeed Umar Majeed's Raymond James Financial Inc. Experience June 2015 - August 2015
Job Information Technology Intern at Raymond James Financial, Inc.
Industry Computer Software
Experience
University of Florida August 2014 - Present
University of Florida February 2015 - Present
Raymond James Financial, Inc. June 2015 - August 2015
Ufone December 2013 - August 2014
Siemens July 2012 - August 2012
Skills
Java, C++, C#, Silverlight, SQL, PL/SQL, Algorithms, Data Structures, Embedded Systems, Microsoft SQL Server, Oracle, Matlab, MySQL, Microsoft Office, Software Engineering, Programming, Python
Education
University of Florida 2014 — 2016
Master's degree, Computer and Information Science and Engineering
National University of Science and Technology 2009 — 2013
Bachelor's degree, Computer Engineering
University of Florida August 2014 - Present
University of Florida February 2015 - Present
Raymond James Financial, Inc. June 2015 - August 2015
Ufone December 2013 - August 2014
Siemens July 2012 - August 2012
Skills
Java, C++, C#, Silverlight, SQL, PL/SQL, Algorithms, Data Structures, Embedded Systems, Microsoft SQL Server, Oracle, Matlab, MySQL, Microsoft Office, Software Engineering, Programming, Python
Education
University of Florida 2014 — 2016
Master's degree, Computer and Information Science and Engineering
National University of Science and Technology 2009 — 2013
Bachelor's degree, Computer Engineering
Kelly Montgomery Kelly Montgomery's Raymond James Financial Inc. Experience May 2015 - Present
Job OPTIONS Analyst
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Northwestern Mutual October 2013 - April 2015
Northwestern Mutual August 2013 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML, C++, Leadership, Time Management, Windows, Team Leadership
Education
University of Arkansas at Fayetteville 2011 — 2015
Bachelor's degree, Finance, Financial Mgmt/Investments, Economics
Raymond James Financial, Inc. May 2015 - Present
Northwestern Mutual October 2013 - April 2015
Northwestern Mutual August 2013 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML, C++, Leadership, Time Management, Windows, Team Leadership
Education
University of Arkansas at Fayetteville 2011 — 2015
Bachelor's degree, Finance, Financial Mgmt/Investments, Economics
Carolyn Warner Carolyn Warner's Raymond James Financial Inc. Experience March 2015 - Present
Job Senior Compliance Specialist at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial, Inc. January 2014 - March 2015
Raymond James Financial, Inc. May 2012 - December 2013
Skills
Series 7, Series 24, Mutual Funds, Securities
Education
University of Florida - Warrington College of Business Administration 2008 — 2012
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial, Inc. January 2014 - March 2015
Raymond James Financial, Inc. May 2012 - December 2013
Skills
Series 7, Series 24, Mutual Funds, Securities
Education
University of Florida - Warrington College of Business Administration 2008 — 2012
Matthew Fisk Matthew Fisk's Raymond James Financial Inc. Experience June 2015 - Present
Job MBA Candidate at Chicago Booth
Industry Real Estate
Experience
Raymond James Financial, Inc. June 2015 - Present
HAN Capital, LLC February 2015 - June 2015
Madison Dearborn Partners, LLC January 2015 - June 2015
W. P. Carey Inc. February 2013 - July 2014
W. P. Carey Inc. August 2011 - January 2013
Sandler O'Neill June 2011 - August 2011
PricewaterhouseCoopers September 2010 - May 2011
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Alternative Investments, Acquisitions, Mergers & Acquisitions, Strategic Financial..., Strategy, Accounting
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Economics
University of Notre Dame - Mendoza College of Business 2009 — 2010
Master of Science (MS), Accounting
University of Miami 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Raymond James Financial, Inc. June 2015 - Present
HAN Capital, LLC February 2015 - June 2015
Madison Dearborn Partners, LLC January 2015 - June 2015
W. P. Carey Inc. February 2013 - July 2014
W. P. Carey Inc. August 2011 - January 2013
Sandler O'Neill June 2011 - August 2011
PricewaterhouseCoopers September 2010 - May 2011
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Alternative Investments, Acquisitions, Mergers & Acquisitions, Strategic Financial..., Strategy, Accounting
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Economics
University of Notre Dame - Mendoza College of Business 2009 — 2010
Master of Science (MS), Accounting
University of Miami 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Bret Lowrey's Raymond James Financial Inc. Experience March 2015 - Present
Job Application Developer at Raymond James Financial, Inc.
Industry Computer Software
Experience
Raymond James Financial, Inc. March 2015 - Present
HP Software April 2011 - February 2015
Canon Business Solutions March 2010 - October 2010
Miranda Technologies May 2008 - October 2008
Skills
C#, Git, Ant, Software Engineering, Databases, Embedded Systems, Object Oriented Design, Java, C++, Python, Visual Studio, PostgreSQL, Scrum, Apache, Web Services, Tomcat, Perl, Subversion, Ruby on Rails, .NET, C, Django, GNU Make, MySQL, Agile, VMware ESX, KVM, Linux Server, Embedded Software, OpenSolaris, ZFS, Software Implementation, Virtualization, Vim, Lua, Win32, IIS, jQuery, Clojure, Go, Maven, AngularJS, Autotools, CMake, Nginx, PHP, ASP.NET MVC, Microsoft SQL Server, AJAX, KnockoutJS
Education
University of California, Irvine 2006 — 2010
Bachelor of Science (BS), Computer Science
The University of Edinburgh
Raymond James Financial, Inc. March 2015 - Present
HP Software April 2011 - February 2015
Canon Business Solutions March 2010 - October 2010
Miranda Technologies May 2008 - October 2008
Skills
C#, Git, Ant, Software Engineering, Databases, Embedded Systems, Object Oriented Design, Java, C++, Python, Visual Studio, PostgreSQL, Scrum, Apache, Web Services, Tomcat, Perl, Subversion, Ruby on Rails, .NET, C, Django, GNU Make, MySQL, Agile, VMware ESX, KVM, Linux Server, Embedded Software, OpenSolaris, ZFS, Software Implementation, Virtualization, Vim, Lua, Win32, IIS, jQuery, Clojure, Go, Maven, AngularJS, Autotools, CMake, Nginx, PHP, ASP.NET MVC, Microsoft SQL Server, AJAX, KnockoutJS
Education
University of California, Irvine 2006 — 2010
Bachelor of Science (BS), Computer Science
The University of Edinburgh
Nathan Huber Nathan Huber's Raymond James Financial Inc. Experience May 2015 - Present
Job Intern at Raymond James Financial, Inc.
Industry Investment Management
Experience
Raymond James Financial, Inc. May 2015 - Present
The Delta Chi Fraternity December 2014 - Present
Scottrade (Non-Employee) August 2012 - Present
City of Dublin, Ohio USA May 2013 - August 2014
Cold Stone Creamery March 2010 - January 2012
Skills
Microsoft Office, Google Docs, Adobe Creative Suite, Leadership, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Teamwork, Event Planning, PowerPoint, Social Networking
Education
University of Alabama 2012 — 2016
Bachelor of Science (B.S.), Finance, Investment Management
New Albany High School 2008 — 2012
High School Diploma
Raymond James Financial, Inc. May 2015 - Present
The Delta Chi Fraternity December 2014 - Present
Scottrade (Non-Employee) August 2012 - Present
City of Dublin, Ohio USA May 2013 - August 2014
Cold Stone Creamery March 2010 - January 2012
Skills
Microsoft Office, Google Docs, Adobe Creative Suite, Leadership, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Teamwork, Event Planning, PowerPoint, Social Networking
Education
University of Alabama 2012 — 2016
Bachelor of Science (B.S.), Finance, Investment Management
New Albany High School 2008 — 2012
High School Diploma
Nicole Pesci Nicole Pesci's Raymond James Financial Inc. Experience June 2015 - Present
Job Manager, Marketing Account Services at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. January 2014 - June 2015
Raymond James Financial Inc. January 2013 - December 2013
Raymond James Financial Inc. May 2011 - December 2012
Raymond James Financial Inc. June 2010 - May 2011
Carrabba's Italian Grill May 2006 - May 2010
University of Florida January 2009 - April 2009
Skills
Marketing, Leadership, Marketing Communications, Social Media Marketing, Marketing Strategy, Social Media, Customer Service, Advertising, PowerPoint, Sales, Microsoft Office, Email Marketing
Education
University of Florida -- Hough Graduate School of Business 2009 — 2010
Master of Arts in International Business, International Business
University of Florida 2005 — 2009
BS in Psychology, BA in Spanish
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. January 2014 - June 2015
Raymond James Financial Inc. January 2013 - December 2013
Raymond James Financial Inc. May 2011 - December 2012
Raymond James Financial Inc. June 2010 - May 2011
Carrabba's Italian Grill May 2006 - May 2010
University of Florida January 2009 - April 2009
Skills
Marketing, Leadership, Marketing Communications, Social Media Marketing, Marketing Strategy, Social Media, Customer Service, Advertising, PowerPoint, Sales, Microsoft Office, Email Marketing
Education
University of Florida -- Hough Graduate School of Business 2009 — 2010
Master of Arts in International Business, International Business
University of Florida 2005 — 2009
BS in Psychology, BA in Spanish
Ryan Ridlehuber's Raymond James Financial Inc. Experience August 2015 - Present
Job Advisor
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Anderson Machinery Co September 2013 - August 2015
C & J Energy Services August 2010 - September 2013
Corpus Christi Proud November 2009 - November 2012
South Texas Trench Safety LLC January 2009 - July 2010
Enterprise Rent-A-Car January 2000 - December 2007
Enterprise Rent-A-Car March 2001 - June 2003
United States Navy April 1992 - May 1994
Skills
Account Management, Sales, Forecasting, Management, Business Development, Customer Satisfaction, Marketing, Negotiation, Leadership, B2B, Market Research, Customer Service, Training, Analysis, Contract Negotiation, New Business Development, Team Building, Process Improvement, Sales Management, Coaching, Microsoft Office, Recruiting, Pricing, Strategy, Strategic Planning, Mergers & Acquisitions, Budgets, Microsoft Excel, Outlook, PowerPoint, Leadership Development, Sales Process, Direct Sales, Analytics, Market Analysis, Cross-functional Team..., Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1999
BBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance
McAllen Memorial High school 1986 — 1990
High school diploma, General Studies
Raymond James Financial, Inc. August 2015 - Present
Anderson Machinery Co September 2013 - August 2015
C & J Energy Services August 2010 - September 2013
Corpus Christi Proud November 2009 - November 2012
South Texas Trench Safety LLC January 2009 - July 2010
Enterprise Rent-A-Car January 2000 - December 2007
Enterprise Rent-A-Car March 2001 - June 2003
United States Navy April 1992 - May 1994
Skills
Account Management, Sales, Forecasting, Management, Business Development, Customer Satisfaction, Marketing, Negotiation, Leadership, B2B, Market Research, Customer Service, Training, Analysis, Contract Negotiation, New Business Development, Team Building, Process Improvement, Sales Management, Coaching, Microsoft Office, Recruiting, Pricing, Strategy, Strategic Planning, Mergers & Acquisitions, Budgets, Microsoft Excel, Outlook, PowerPoint, Leadership Development, Sales Process, Direct Sales, Analytics, Market Analysis, Cross-functional Team..., Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1999
BBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance
McAllen Memorial High school 1986 — 1990
High school diploma, General Studies
Stephani DioGuardi's Raymond James Financial Inc. Experience January 2015 - Present
Job Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Student Activities Involvement Team January 2013 - May 2014
Charles Schwab May 2013 - January 2014
CBS Sports Network March 2012 - 2014
LA Fitness April 2013 - August 2013
Skills
Social Media, Microsoft Word, Microsoft Office, Facebook, Social Networking, Marketing, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Research, Customer Service, Social Media Marketing, Event Planning, Spanish, Sports, Public Relations, Marketing Strategy, Fundraising, Leadership
Education
University of Florida 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Florida
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Student Activities Involvement Team January 2013 - May 2014
Charles Schwab May 2013 - January 2014
CBS Sports Network March 2012 - 2014
LA Fitness April 2013 - August 2013
Skills
Social Media, Microsoft Word, Microsoft Office, Facebook, Social Networking, Marketing, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Research, Customer Service, Social Media Marketing, Event Planning, Spanish, Sports, Public Relations, Marketing Strategy, Fundraising, Leadership
Education
University of Florida 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Florida
Marnie Georges's Raymond James Financial Inc. Experience June 2015 - Present
Job Equity Research Associate Energy
Industry Research
Experience
Raymond James Financial, Inc. June 2015 - Present
UBS June 2014 - August 2014
KPMG US June 2013 - August 2013
NASA May 2012 - August 2012
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas May 2011 - August 2011
University of Illinois at Urbana-Champaign 2010 - 2010
Skills
Leadership, Financial Modeling, Management, Financial Analysis, Investments, Writing, Corporate Finance, Fixed Income, Equities, Valuation, Presentations, Bloomberg, Equity Research, Research, Marketing, Proposal Writing, Teamwork, Capital IQ, Marketing Strategy, Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Accounting, Finance, Data Analysis, Sales, Editing, Forecasting
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's degree, Accounting
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BSc), Accounting and Finance
Raymond James Financial, Inc. June 2015 - Present
UBS June 2014 - August 2014
KPMG US June 2013 - August 2013
NASA May 2012 - August 2012
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas May 2011 - August 2011
University of Illinois at Urbana-Champaign 2010 - 2010
Skills
Leadership, Financial Modeling, Management, Financial Analysis, Investments, Writing, Corporate Finance, Fixed Income, Equities, Valuation, Presentations, Bloomberg, Equity Research, Research, Marketing, Proposal Writing, Teamwork, Capital IQ, Marketing Strategy, Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Accounting, Finance, Data Analysis, Sales, Editing, Forecasting
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's degree, Accounting
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BSc), Accounting and Finance
Jennifer Tindell's Raymond James Financial Inc. Experience April 2015 - June 2015
Job Trust Administrator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
American Bar Association May 2013 - Present
Raymond James Financial, Inc. April 2015 - June 2015
BARBRI Inc. April 2013 - May 2015
Stetson University College of Law August 2012 - May 2015
Florida Bar Young Lawyers Division - Law Student Division August 2012 - May 2015
The Bank of Tampa October 2014 - April 2015
Stetson University College of Law May 2014 - October 2014
Wells Fargo June 2014 - August 2014
Gulfcoast Legal Services, Inc January 2014 - May 2014
Education
Stetson University College of Law 2012 — 2015
Juris Doctor with a Certificate of Concentration in Elder Law, Editor-In-Chief on the Journal of International Aging, Law & Policy
University of West Florida 2007 — 2010
Bachelor of Arts (B.A.), English Literature
Pace High School
Wells Fargo June 2015 - Present
American Bar Association May 2013 - Present
Raymond James Financial, Inc. April 2015 - June 2015
BARBRI Inc. April 2013 - May 2015
Stetson University College of Law August 2012 - May 2015
Florida Bar Young Lawyers Division - Law Student Division August 2012 - May 2015
The Bank of Tampa October 2014 - April 2015
Stetson University College of Law May 2014 - October 2014
Wells Fargo June 2014 - August 2014
Gulfcoast Legal Services, Inc January 2014 - May 2014
Education
Stetson University College of Law 2012 — 2015
Juris Doctor with a Certificate of Concentration in Elder Law, Editor-In-Chief on the Journal of International Aging, Law & Policy
University of West Florida 2007 — 2010
Bachelor of Arts (B.A.), English Literature
Pace High School
Grace Powers's Raymond James Financial Inc. Experience August 2015 - Present
Job Senior Account Executive & Team Lead, Marketing at Raymond James Financial, Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. April 2013 - December 2014
Catalina Marketing August 2012 - April 2013
New York Yankees May 2011 - August 2011
Bush Ross, P.A. May 2008 - August 2010
Skills
Advertising, Social Networking, Social Media Marketing, Microsoft Office, Social Media, Strategic Communications, Organizational..., Business Management, Fundraising, Account Management, Marketing Campaign..., Marketing Strategy, Brand Management, Financial Marketing
Education
University of Florida 2008 — 2012
Bachelor of Science (B.S.), Advertising
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. April 2013 - December 2014
Catalina Marketing August 2012 - April 2013
New York Yankees May 2011 - August 2011
Bush Ross, P.A. May 2008 - August 2010
Skills
Advertising, Social Networking, Social Media Marketing, Microsoft Office, Social Media, Strategic Communications, Organizational..., Business Management, Fundraising, Account Management, Marketing Campaign..., Marketing Strategy, Brand Management, Financial Marketing
Education
University of Florida 2008 — 2012
Bachelor of Science (B.S.), Advertising
Jan-Matthew Angeles's Raymond James Financial Inc. Experience April 2015 - Present
Job Investment Analyst at Raymond James Financial, Inc.
Industry Real Estate
Experience
Raymond James Financial, Inc. April 2015 - Present
Macy's June 2014 - March 2015
One Greek Store June 2013 - May 2014
Mochi Frozen Yogurt April 2011 - June 2012
Sushi Chao December 2011 - March 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Teamwork, Social Media, Time Management, Public Speaking, Event Planning, Social Media Marketing, Hootsuite, Team Leadership, Marketing
Education
University of Florida 2010 — 2014
Bachelor of Science (BS), Finance, General, 3.51
Jesuit High School 2006 — 2010
Raymond James Financial, Inc. April 2015 - Present
Macy's June 2014 - March 2015
One Greek Store June 2013 - May 2014
Mochi Frozen Yogurt April 2011 - June 2012
Sushi Chao December 2011 - March 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Teamwork, Social Media, Time Management, Public Speaking, Event Planning, Social Media Marketing, Hootsuite, Team Leadership, Marketing
Education
University of Florida 2010 — 2014
Bachelor of Science (BS), Finance, General, 3.51
Jesuit High School 2006 — 2010
Morgan Sanders's Raymond James Financial Inc. Experience March 2015 - Present
Job Operations Management Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. September 2013 - March 2015
Raymond James Financial, Inc. January 2013 - September 2013
Colonial Country Club February 2011 - July 2012
Regions Financial Corporation May 2009 - February 2011
Skills
Finance, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Time Management, Cost Basis Reporting, Portfolio Management, Fixed Income, Project Management, Series 7, Financial Analysis, Event Planning, Management, Analysis, Public Speaking
Education
The University of Memphis 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.4
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. September 2013 - March 2015
Raymond James Financial, Inc. January 2013 - September 2013
Colonial Country Club February 2011 - July 2012
Regions Financial Corporation May 2009 - February 2011
Skills
Finance, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Time Management, Cost Basis Reporting, Portfolio Management, Fixed Income, Project Management, Series 7, Financial Analysis, Event Planning, Management, Analysis, Public Speaking
Education
The University of Memphis 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.4
Nicholas Kolodziej Nicholas Kolodziej's Raymond James Financial Inc. Experience August 2013 - May 2014
Job Associate
Industry Financial Services
Experience
PricewaterhouseCoopers Limited September 2014 - Present
Raymond James Financial, Inc. August 2013 - May 2014
National Oilwell Varco 2011 - 2013
Multimedia Games June 2010 - August 2010
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2014
Master's Degree, Finance, General
Texas A&M University - Mays Business School 2007 — 2011
BBA, Accounting
PricewaterhouseCoopers Limited September 2014 - Present
Raymond James Financial, Inc. August 2013 - May 2014
National Oilwell Varco 2011 - 2013
Multimedia Games June 2010 - August 2010
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2014
Master's Degree, Finance, General
Texas A&M University - Mays Business School 2007 — 2011
BBA, Accounting
Stephen Calderwood Stephen Calderwood's Raymond James Financial Inc. Experience April 2003 - July 2008
Job Energy Industry Professional
Industry Oil & Energy
Experience
Salman Partners Inc. December 2011 - March 2014
Talisman Energy Inc. September 2008 - September 2010
Raymond James Financial, Inc. April 2003 - July 2008
NCE Petrofund (now Penn West) March 1996 - August 1998
Talisman Energy Inc. July 1990 - 1996
BP May 1987 - July 1990
BP September 1983 - April 1987
Skills
Divestitures, Risk Management, Portfolio Management, Financial Modeling, Energy, Performance Management, Equity Research, Mergers, IPO, Finance, Capital Markets, Project Finance, Joint Ventures, Corporate Finance, Due Diligence, Business Valuation, Business Planning, Mergers & Acquisitions, Financial Analysis, Bloomberg, Equity Valuation, Equities, Venture Capital, Investments, Trading, Valuation, Asset Management, Investor Relations, Investment Banking, Business Strategy, Private Placements, M&A experience, Private Equity, Equity Capital Markets, Financial Structuring, LBO, Alternative Investments, Petroleum, Energy Industry, Oil & Gas, Upstream, Strategic Planning, Gas
Education
Strathclyde University 1991 — 1992
MBA, International Finance
University of Alberta 1979 — 1983
BSc, Chemical Engineering
Salman Partners Inc. December 2011 - March 2014
Talisman Energy Inc. September 2008 - September 2010
Raymond James Financial, Inc. April 2003 - July 2008
NCE Petrofund (now Penn West) March 1996 - August 1998
Talisman Energy Inc. July 1990 - 1996
BP May 1987 - July 1990
BP September 1983 - April 1987
Skills
Divestitures, Risk Management, Portfolio Management, Financial Modeling, Energy, Performance Management, Equity Research, Mergers, IPO, Finance, Capital Markets, Project Finance, Joint Ventures, Corporate Finance, Due Diligence, Business Valuation, Business Planning, Mergers & Acquisitions, Financial Analysis, Bloomberg, Equity Valuation, Equities, Venture Capital, Investments, Trading, Valuation, Asset Management, Investor Relations, Investment Banking, Business Strategy, Private Placements, M&A experience, Private Equity, Equity Capital Markets, Financial Structuring, LBO, Alternative Investments, Petroleum, Energy Industry, Oil & Gas, Upstream, Strategic Planning, Gas
Education
Strathclyde University 1991 — 1992
MBA, International Finance
University of Alberta 1979 — 1983
BSc, Chemical Engineering
Christopher Waleri's Raymond James Financial Inc. Experience June 2006 - Present
Job Wealth Management Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2006 - Present
Raymond James Financial, Inc. June 2006 - Present
Janney Montgomery Scott LLC June 2001 - June 2006
Gruntal & Co. September 1996 - June 2001
Skills
Finance, Investment Management, Microsoft Excel, Wealth Management, Financial Advisory, Securities, Investments, Retirement Planning, Mutual Funds, Financial Planning, Portfolio Management, Financial Services, Insurance
Education
The Ohio State University 1989 — 1991
Bachelor's Degree, Finance, General
The Ohio State University Fisher College of Business 1989 — 1991
Bachelor's Degree, Finance, General
Raymond James Financial Inc. June 2006 - Present
Raymond James Financial, Inc. June 2006 - Present
Janney Montgomery Scott LLC June 2001 - June 2006
Gruntal & Co. September 1996 - June 2001
Skills
Finance, Investment Management, Microsoft Excel, Wealth Management, Financial Advisory, Securities, Investments, Retirement Planning, Mutual Funds, Financial Planning, Portfolio Management, Financial Services, Insurance
Education
The Ohio State University 1989 — 1991
Bachelor's Degree, Finance, General
The Ohio State University Fisher College of Business 1989 — 1991
Bachelor's Degree, Finance, General
Kes Peart Kes Peart's Raymond James Financial Inc. Experience June 2015 - Present
Job Application Developer at Raymond James Financial, Inc.
Industry Computer Software
Experience
Raymond James Financial, Inc. June 2015 - Present
Chase Paymentech January 2012 - Present
Skills
AngularJS, Agile Methodologies, Git, Maven, JavaScript - Angular..., Spring Framework, Backbone.js, JavaScript, Eclipse, Java, Tomcat, HTML, Software Development, SDLC, CSS, Subversion, PL/SQL, Oracle, Databases, SQL, Django, Ionic framework, Ionic, REST
Education
University of Florida 2008 — 2011
Bachelor's degree, Computer Engineering
Raymond James Financial, Inc. June 2015 - Present
Chase Paymentech January 2012 - Present
Skills
AngularJS, Agile Methodologies, Git, Maven, JavaScript - Angular..., Spring Framework, Backbone.js, JavaScript, Eclipse, Java, Tomcat, HTML, Software Development, SDLC, CSS, Subversion, PL/SQL, Oracle, Databases, SQL, Django, Ionic framework, Ionic, REST
Education
University of Florida 2008 — 2011
Bachelor's degree, Computer Engineering
Eric J. Blake Eric J. Blake's Raymond James Financial Inc. Experience September 2014 - Present
Job Financial Advisor, LegacyTexas Investment Group
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2014 - Present
Skills
Retirement Planning, Protection..., Education Planning, 401k, Mutual Funds, Asset Allocation, IRAs, Variable Annuities, Long-term Care, Life Insurance, Employee Benefits, Series 7, Fixed Annuities, 529 Plans, Series 63, Insurance, Financial Services, Finance, Retirement, Investments, Wealth Management, 401k Rollovers, Financial Advisory, Securities, Investment Advisory, Financial Planning, Portfolio Management, Estate Planning, Term Life Insurance, Disability Insurance, Investment Strategies, ETFs, Wealth Accumulation
Education
The University of Texas at Dallas 1991 — 1995
BS, Accounting
Raymond James Financial, Inc. September 2014 - Present
Skills
Retirement Planning, Protection..., Education Planning, 401k, Mutual Funds, Asset Allocation, IRAs, Variable Annuities, Long-term Care, Life Insurance, Employee Benefits, Series 7, Fixed Annuities, 529 Plans, Series 63, Insurance, Financial Services, Finance, Retirement, Investments, Wealth Management, 401k Rollovers, Financial Advisory, Securities, Investment Advisory, Financial Planning, Portfolio Management, Estate Planning, Term Life Insurance, Disability Insurance, Investment Strategies, ETFs, Wealth Accumulation
Education
The University of Texas at Dallas 1991 — 1995
BS, Accounting
Salman Bondre Salman Bondre's Raymond James Financial Inc. Experience June 2015 - August 2015
Job Graduate Student at Hough Graduate School of Business, University of Florida
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. June 2015 - August 2015
Reliance Industries Ltd April 2013 - July 2014
Reliance March 2011 - April 2013
Bhugol GIS Pvt Ltd August 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, HTML, Databases, SAP, Oracle, C, Change Management, Customer Service, Team Leadership, Troubleshooting, Teaching, Software Documentation, System Administration, Windows 7, Operating Systems, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Project Management, Microsoft Project, SAP Solution Manager 7.1, IT Service Management, Microsoft SQL Server
Education
University of Florida 2014 — 2016
Master’s Degree, Information Technology
University of Mumbai 2006 — 2010
Bachelor of Engineering (B.E.), Information Technology
Valia College 2004 — 2006
2006, General Studies
R N Shah High School 2000 — 2004
Bachelors of Engineering, Information Technology
Raymond James Financial, Inc. June 2015 - August 2015
Reliance Industries Ltd April 2013 - July 2014
Reliance March 2011 - April 2013
Bhugol GIS Pvt Ltd August 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, HTML, Databases, SAP, Oracle, C, Change Management, Customer Service, Team Leadership, Troubleshooting, Teaching, Software Documentation, System Administration, Windows 7, Operating Systems, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Project Management, Microsoft Project, SAP Solution Manager 7.1, IT Service Management, Microsoft SQL Server
Education
University of Florida 2014 — 2016
Master’s Degree, Information Technology
University of Mumbai 2006 — 2010
Bachelor of Engineering (B.E.), Information Technology
Valia College 2004 — 2006
2006, General Studies
R N Shah High School 2000 — 2004
Bachelors of Engineering, Information Technology
Caitlin Britt's Raymond James Financial Inc. Experience June 2015 - Present
Job Financial Sponsors Investment Banking Analyst
Industry Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2014 - Present
ESPN June 2013 - Present
Chesapeake Energy June 2012 - August 2012
Kanakuk Kamps May 2011 - July 2011
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science (BS) in Business Administration, Finance and Economics
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2014 - Present
ESPN June 2013 - Present
Chesapeake Energy June 2012 - August 2012
Kanakuk Kamps May 2011 - July 2011
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science (BS) in Business Administration, Finance and Economics
Stephen A. Liverpool Stephen A. Liverpool's Raymond James Financial Inc. Experience February 2015 - Present
Job Corporate Counsel at Raymond James Financial, Inc.
Industry Law Practice
Experience
Raymond James Financial, Inc. February 2015 - Present
Hill, Ward & Henderson September 2011 - February 2015
Hill, Ward & Henderson May 2010 - August 2010
Florida Blue Key December 2009 - May 2010
TECO Energy May 2009 - August 2009
Baker & Hostetler LLP May 2008 - August 2008
Boaters World 2000 - 2007
Education
University of Florida - Fredric G. Levin College of Law 2007 — 2010
JD
University of Florida 2003 — 2007
Criminology and Law Studies, Business
Bloomingdale Senior High School
Raymond James Financial, Inc. February 2015 - Present
Hill, Ward & Henderson September 2011 - February 2015
Hill, Ward & Henderson May 2010 - August 2010
Florida Blue Key December 2009 - May 2010
TECO Energy May 2009 - August 2009
Baker & Hostetler LLP May 2008 - August 2008
Boaters World 2000 - 2007
Education
University of Florida - Fredric G. Levin College of Law 2007 — 2010
JD
University of Florida 2003 — 2007
Criminology and Law Studies, Business
Bloomingdale Senior High School
Luke Petrarca Luke Petrarca's Raymond James Financial Inc. Experience July 2015 - Present
Job Analyst at Raymond James Financial, Inc.
Industry Investment Management
Experience
Raymond James Financial, Inc. July 2015 - Present
CREA Real Estate June 2014 - May 2015
University of Colorado Boulder October 2013 - October 2014
University of Colorado Student Fund January 2014 - May 2014
Skills
Microsoft Excel, Financial Analysis, Highly responsible, Motivated self-starter, Leadership, Finance, Microsoft Office, Investment Management, Corporate Finance, Time Management, Microsoft Word, Real Estate, Teamwork, Sustainability, Mathematics
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor's Degree, Finance, General, Senior
Grandview High School 2007 — 2011
Raymond James Financial, Inc. July 2015 - Present
CREA Real Estate June 2014 - May 2015
University of Colorado Boulder October 2013 - October 2014
University of Colorado Student Fund January 2014 - May 2014
Skills
Microsoft Excel, Financial Analysis, Highly responsible, Motivated self-starter, Leadership, Finance, Microsoft Office, Investment Management, Corporate Finance, Time Management, Microsoft Word, Real Estate, Teamwork, Sustainability, Mathematics
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor's Degree, Finance, General, Senior
Grandview High School 2007 — 2011
Svetlana Pozdnaykova Bardos's Raymond James Financial Inc. Experience June 2015 - Present
Job Asset Management Services at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Unum March 2004 - April 2013
Unum March 2004 - April 2013
Club Corp Of America June 2000 - March 2004
Skills
Well-organized, Priority and goal..., Strong time-management..., Detail oriented, Strong communiation..., Adaptable to Changes, Professional, Strong analytical skills, Respectful, Highly personable, A team player, Bilingual..., Leadership, Employee Benefits, Team Building, Account Management, Customer Service, Health Insurance, Sales
Education
The University of Memphis 2006 — 2010
Bachelor, Communicaion
The University of Memphis
Bachelor of Arts, Communications
Moscow University of Physics & Engineering
Associate Degree, Electronic Systems & Engineering
Raymond James Financial, Inc. June 2015 - Present
Unum March 2004 - April 2013
Unum March 2004 - April 2013
Club Corp Of America June 2000 - March 2004
Skills
Well-organized, Priority and goal..., Strong time-management..., Detail oriented, Strong communiation..., Adaptable to Changes, Professional, Strong analytical skills, Respectful, Highly personable, A team player, Bilingual..., Leadership, Employee Benefits, Team Building, Account Management, Customer Service, Health Insurance, Sales
Education
The University of Memphis 2006 — 2010
Bachelor, Communicaion
The University of Memphis
Bachelor of Arts, Communications
Moscow University of Physics & Engineering
Associate Degree, Electronic Systems & Engineering
Casey Dulin's Raymond James Financial Inc. Experience May 2015 - Present
Job Receptionist at Homer Skelton Wolfchase Hyundai
Industry Automotive
Experience
Raymond James Financial, Inc. May 2015 - Present
Homer Skelton Wolfchase Hyundai October 2011 - Present
First South Financial Credit Union March 2014 - May 2015
Domino's Pizza September 2008 - December 2011
Cole's Home Solutions September 2009 - May 2011
Skills
Proficient Typing Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Phone Etiquette, Multi-line Phone, Cash Flow, Case Managment, Time & Attendance, Customer Service, Inventory Management, Editing, Document Management
Education
The University of Memphis 2009 — 2013
Bachelor of Science (BS), Criminology and Criminal Justice
Raymond James Financial, Inc. May 2015 - Present
Homer Skelton Wolfchase Hyundai October 2011 - Present
First South Financial Credit Union March 2014 - May 2015
Domino's Pizza September 2008 - December 2011
Cole's Home Solutions September 2009 - May 2011
Skills
Proficient Typing Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Phone Etiquette, Multi-line Phone, Cash Flow, Case Managment, Time & Attendance, Customer Service, Inventory Management, Editing, Document Management
Education
The University of Memphis 2009 — 2013
Bachelor of Science (BS), Criminology and Criminal Justice
Andrew Flinner Andrew Flinner's Raymond James Financial Inc. Experience August 2015 - Present
Job Due Diligence Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Eagle Asset Management October 2011 - August 2015
LCG Capital July 2011 - September 2011
Skills
Financial Services, Equities, Financial Analysis, Investments, Financial Modeling, Microsoft Excel
Education
University of Tampa - John H. Sykes College of Business 2012 — 2015
Master of Business Administration (MBA)
University of Tampa - John H. Sykes College of Business 2012 — 2015
Master of Science in Finance (MSF)
University of Central Florida - College of Business Administration 2007 — 2011
Bachelors of Science in Business Administration, Finance
Raymond James Financial, Inc. August 2015 - Present
Eagle Asset Management October 2011 - August 2015
LCG Capital July 2011 - September 2011
Skills
Financial Services, Equities, Financial Analysis, Investments, Financial Modeling, Microsoft Excel
Education
University of Tampa - John H. Sykes College of Business 2012 — 2015
Master of Business Administration (MBA)
University of Tampa - John H. Sykes College of Business 2012 — 2015
Master of Science in Finance (MSF)
University of Central Florida - College of Business Administration 2007 — 2011
Bachelors of Science in Business Administration, Finance
Sean Scanlan Sean Scanlan's Raymond James Financial Inc. Experience June 2015 - Present
Job at Raymond James Financial
Industry Higher Education
Experience
Raymond James Financial, Inc. June 2015 - Present
University of Colorado August 2011 - Present
KRG Capital Partners June 2014 - 2014
Castle Pines Golf Club June 2009 - July 2013
Hectares Verdes, LLC 2013 - 2013
Skills
Research, Public Speaking, Data Analysis, Event Planning, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Facebook, Leadership, Critical Thinking, Fundraising, Social Networking, Microsoft Word
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor of Science in Business Administration, Finance, Junior
Rock Canyon High School 2007 — 2011
Diploma
Raymond James Financial, Inc. June 2015 - Present
University of Colorado August 2011 - Present
KRG Capital Partners June 2014 - 2014
Castle Pines Golf Club June 2009 - July 2013
Hectares Verdes, LLC 2013 - 2013
Skills
Research, Public Speaking, Data Analysis, Event Planning, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Facebook, Leadership, Critical Thinking, Fundraising, Social Networking, Microsoft Word
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor of Science in Business Administration, Finance, Junior
Rock Canyon High School 2007 — 2011
Diploma
Christi Van Rite Christi Van Rite's Raymond James Financial Inc. Experience December 2008 - October 2009
Job Financial Advisor
Industry Financial Services
Experience
Raymond James December 2010 - Present
Any Baby Can Child and Family Resource Center October 2009 - December 2010
Raymond James Financial, Inc. December 2008 - October 2009
Merrill Lynch June 2005 - December 2008
Skills
Financial Advisory, Financial Analysis, Investments, Securities, Finance, Non-profits, Public Speaking, Series 7, Strategic Planning, Sales, Social Media, Account Management, Fundraising, Nonprofits, CRPC
Education
Texas A&M University 1999 — 2003
Bachelor's degree, Economics / Business
Raymond James December 2010 - Present
Any Baby Can Child and Family Resource Center October 2009 - December 2010
Raymond James Financial, Inc. December 2008 - October 2009
Merrill Lynch June 2005 - December 2008
Skills
Financial Advisory, Financial Analysis, Investments, Securities, Finance, Non-profits, Public Speaking, Series 7, Strategic Planning, Sales, Social Media, Account Management, Fundraising, Nonprofits, CRPC
Education
Texas A&M University 1999 — 2003
Bachelor's degree, Economics / Business
Karli Story Karli Story's Raymond James Financial Inc. Experience September 2015 - Present
Job at
Industry Banking
Experience
Raymond James Financial, Inc. September 2015 - Present
Raymond James Financial Inc. November 2012 - September 2015
Wells Fargo August 2011 - October 2012
Skills
Accounting, Account Reconciliation, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Banking, Analysis, Business Analysis, Management, Microsoft Excel, Microsoft Word, Outlook
Education
University of Central Florida 2006 — 2012
Bachelor of Science (BS), Accounting
University of South Florida
University of South Florida
University of South Florida
Raymond James Financial, Inc. September 2015 - Present
Raymond James Financial Inc. November 2012 - September 2015
Wells Fargo August 2011 - October 2012
Skills
Accounting, Account Reconciliation, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Banking, Analysis, Business Analysis, Management, Microsoft Excel, Microsoft Word, Outlook
Education
University of Central Florida 2006 — 2012
Bachelor of Science (BS), Accounting
University of South Florida
University of South Florida
University of South Florida
Anupam Singh Anupam Singh's Raymond James Financial Inc. Experience May 2015 - August 2015
Job MBA Candidate at Darden School of Business
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - August 2015
J.P. Morgan March 2014 - August 2014
Bank of America Merrill Lynch February 2011 - February 2014
Credit Suisse June 2010 - August 2010
Skills
Unix, Credit Derivatives, XML, Requirements Analysis, Java, C++, PL/SQL, SDLC, Oracle, SQL, Agile Methodologies
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
State University of New York at Stony Brook 2009 — 2010
MS, Computer Science
Amity School of Engineering & Technology 2005 — 2009
B Tech, Computer Science
Raymond James Financial, Inc. May 2015 - August 2015
J.P. Morgan March 2014 - August 2014
Bank of America Merrill Lynch February 2011 - February 2014
Credit Suisse June 2010 - August 2010
Skills
Unix, Credit Derivatives, XML, Requirements Analysis, Java, C++, PL/SQL, SDLC, Oracle, SQL, Agile Methodologies
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
State University of New York at Stony Brook 2009 — 2010
MS, Computer Science
Amity School of Engineering & Technology 2005 — 2009
B Tech, Computer Science
Julia Nikulina's Raymond James Financial Inc. Experience August 2015 - Present
Job Accountant (Mutual Fund Operations) at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. June 2014 - August 2015
American Campus Communities September 2013 - June 2014
American Campus Communities July 2009 - August 2013
American Campus Communities January 2009 - October 2009
American Campus Communities December 2007 - December 2008
American Campus Communities May 2007 - November 2007
Skills
Accounts Payable, Accounting, Customer Service, Leases, Invoicing, Social Media, Microsoft Excel, Marketing, Employee Training, Hiring, Excel, MRI, Supervisory Skills, Collections, ACH
Education
University of Central Florida 2005 — 2009
Bachelors, Accounting
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. June 2014 - August 2015
American Campus Communities September 2013 - June 2014
American Campus Communities July 2009 - August 2013
American Campus Communities January 2009 - October 2009
American Campus Communities December 2007 - December 2008
American Campus Communities May 2007 - November 2007
Skills
Accounts Payable, Accounting, Customer Service, Leases, Invoicing, Social Media, Microsoft Excel, Marketing, Employee Training, Hiring, Excel, MRI, Supervisory Skills, Collections, ACH
Education
University of Central Florida 2005 — 2009
Bachelors, Accounting
Mike Alford Mike Alford's Raymond James Financial Inc. Experience August 1994 - Present
Job Deputy General Counsel at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. August 1994 - Present
PaineWebber July 1989 - September 1993
Holland & Knight LLP April 1986 - June 1989
Skills
FINRA, Securities, Securities Litigation, Financial Services, Financial Advisory, SEC, Internal Investigations, Litigation, Investments, Wealth Management, Securities Regulation, Series 7, Equities, AML, Private Placements, Options, 401k, Investment Strategies, Series 24, Hedge Funds, Broker-Dealer, Capital Markets, Asset Managment, Mutual Funds, Financial Regulation, Alternative Investments, Bonds, Arbitration, Corporate Law, Commercial Litigation, Mediation, Fraud, Risk Management, Legal Research, Dodd-Frank, Executive Management, Legal Compliance, Legal Writing, FCPA, Investment Management, Employment Law, Due Diligence, Derivatives
Education
University of Florida - Fredric G. Levin College of Law 1983 — 1986
JD
University of Florida 1979 — 1983
Bachelor of Arts (B.A.), History
Raymond James Financial, Inc. August 1994 - Present
PaineWebber July 1989 - September 1993
Holland & Knight LLP April 1986 - June 1989
Skills
FINRA, Securities, Securities Litigation, Financial Services, Financial Advisory, SEC, Internal Investigations, Litigation, Investments, Wealth Management, Securities Regulation, Series 7, Equities, AML, Private Placements, Options, 401k, Investment Strategies, Series 24, Hedge Funds, Broker-Dealer, Capital Markets, Asset Managment, Mutual Funds, Financial Regulation, Alternative Investments, Bonds, Arbitration, Corporate Law, Commercial Litigation, Mediation, Fraud, Risk Management, Legal Research, Dodd-Frank, Executive Management, Legal Compliance, Legal Writing, FCPA, Investment Management, Employment Law, Due Diligence, Derivatives
Education
University of Florida - Fredric G. Levin College of Law 1983 — 1986
JD
University of Florida 1979 — 1983
Bachelor of Arts (B.A.), History
Brett Kaplan Brett Kaplan's Raymond James Financial Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Citi June 2014 - August 2014
BT Trading Group LLC June 2013 - January 2014
UBS May 2012 - August 2012
Skills
Strategy, Finance, Equities, Public Speaking, Analysis, Research, Time Management, Recruiting, Networking, Investments, Trading, Fixed Income, Bloomberg Terminal, Financial Analysis, Entrepreneurship
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Finance and Accounting
Syosset High School 2007 — 2011
Raymond James Financial, Inc. June 2015 - Present
Citi June 2014 - August 2014
BT Trading Group LLC June 2013 - January 2014
UBS May 2012 - August 2012
Skills
Strategy, Finance, Equities, Public Speaking, Analysis, Research, Time Management, Recruiting, Networking, Investments, Trading, Fixed Income, Bloomberg Terminal, Financial Analysis, Entrepreneurship
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Finance and Accounting
Syosset High School 2007 — 2011
Stephanie Swain's Raymond James Financial Inc. Experience August 2013 - Present
Job Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2013 - Present
Raymond James Financial, Inc. March 2012 - August 2013
Raymond James Financial, Inc. February 2011 - March 2012
Swain Wealth Partners April 2007 - February 2010
Skills
Business Analysis, User Experience, Requirements Gathering, CRM, Financial Services, Information Technology..., User Acceptance Testing, Problem Solving, Customer Service, Analytical Skills, IT Strategy, Software Documentation, Requirements Analysis, Process Improvement, User Interface
Education
Tulane University
Raymond James Financial Inc. August 2013 - Present
Raymond James Financial, Inc. March 2012 - August 2013
Raymond James Financial, Inc. February 2011 - March 2012
Swain Wealth Partners April 2007 - February 2010
Skills
Business Analysis, User Experience, Requirements Gathering, CRM, Financial Services, Information Technology..., User Acceptance Testing, Problem Solving, Customer Service, Analytical Skills, IT Strategy, Software Documentation, Requirements Analysis, Process Improvement, User Interface
Education
Tulane University
Casey Margarite Field's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Business and Entreprenuership Team Advisor at the National Student Leadership Conference
Industry Financial Services
Experience
UCF Alumni Association August 2013 - Present
EMPIRE Dance August 2013 - Present
TAE Talent Agency March 2013 - Present
UCF College of Business February 2013 - Present
University of Central Florida May 2013 - December 2014
Raymond James Financial, Inc. May 2014 - August 2014
Net Impact Up to Us August 2013 - May 2014
LEAD Scholars Academy at the University of Central Florida August 2012 - May 2014
Ice Sports Forum May 2013 - August 2013
Kim Hall's School of Dance June 2011 - June 2013
Skills
Public Speaking, Microsoft Office, PowerPoint, Time Management, Research, Leadership, Teamwork, Statistics, Microsoft Word, Microsoft Excel, Data Analysis, Higher Education, Spanish, Teaching, English, Editing, Social Media, Mentoring, Community Outreach, Event Planning, Finance, Project Management, Process Management, Fundraising, Conflict Resolution, Dance, Contemporary Dance, Jazz Dance, Tap Dance, Hip-Hop Dance, Dance Instruction, Ballet
Education
University of Central Florida - College of Business Administration 2012 — 2016
Bachelor’s Degree, Finance; Economics; Certificate in Leadership Studies, 4.0
Bloomingdale Senior High School 2008 — 2012
High School, 4.0
UCF Alumni Association August 2013 - Present
EMPIRE Dance August 2013 - Present
TAE Talent Agency March 2013 - Present
UCF College of Business February 2013 - Present
University of Central Florida May 2013 - December 2014
Raymond James Financial, Inc. May 2014 - August 2014
Net Impact Up to Us August 2013 - May 2014
LEAD Scholars Academy at the University of Central Florida August 2012 - May 2014
Ice Sports Forum May 2013 - August 2013
Kim Hall's School of Dance June 2011 - June 2013
Skills
Public Speaking, Microsoft Office, PowerPoint, Time Management, Research, Leadership, Teamwork, Statistics, Microsoft Word, Microsoft Excel, Data Analysis, Higher Education, Spanish, Teaching, English, Editing, Social Media, Mentoring, Community Outreach, Event Planning, Finance, Project Management, Process Management, Fundraising, Conflict Resolution, Dance, Contemporary Dance, Jazz Dance, Tap Dance, Hip-Hop Dance, Dance Instruction, Ballet
Education
University of Central Florida - College of Business Administration 2012 — 2016
Bachelor’s Degree, Finance; Economics; Certificate in Leadership Studies, 4.0
Bloomingdale Senior High School 2008 — 2012
High School, 4.0
Robert Weingard, CFP®, CLTC, CDFA™, AAMS®'s Raymond James Financial Inc. Experience December 2012 - Present
Job Financial Advisor at Weingard Wealth Management of Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. December 2012 - Present
Enterprise Holdings June 2009 - December 2012
Skills
Personal Financial..., Retirement Planning, Wealth Management, Asset Allocation, Life Insurance, Disability Insurance, Long Term Care Insurance, Estate Planning, College Education..., Certified Divorce..., Certified In Long Term...
Education
University of Florida 2005 — 2009
Finance
Pine Crest School 1991 — 2005
Raymond James Financial, Inc. December 2012 - Present
Enterprise Holdings June 2009 - December 2012
Skills
Personal Financial..., Retirement Planning, Wealth Management, Asset Allocation, Life Insurance, Disability Insurance, Long Term Care Insurance, Estate Planning, College Education..., Certified Divorce..., Certified In Long Term...
Education
University of Florida 2005 — 2009
Finance
Pine Crest School 1991 — 2005
Navin Jagannath Navin Jagannath's Raymond James Financial Inc. Experience May 2011 - November 2012
Job Senior Manager, Customer Success Team at Main Street Hub
Industry Marketing and Advertising
Experience
Main Street Hub May 2014 - Present
Main Street Hub February 2013 - May 2014
Raymond James Financial, Inc. May 2011 - November 2012
Waterloo Capital Management March 2011 - May 2011
Oak Hill Scuba August 2010 - May 2011
University of Texas at Austin August 2009 - May 2011
SeaTrek BVI June 2010 - August 2010
Skills
Financial Analysis, Business Development, Strategic Consulting, Marketing, Manage Client..., Market Research, Portfolio Management, Sales, Account Management, Salesforce.com, Training, Team Leadership, Start-ups, Lead Generation, Technical Instruction, Public Speaking, CRM, Social Media Marketing, Leadership, Social Media, Management
Education
The University of Texas at Austin 2007 — 2011
BA, Economics
Main Street Hub May 2014 - Present
Main Street Hub February 2013 - May 2014
Raymond James Financial, Inc. May 2011 - November 2012
Waterloo Capital Management March 2011 - May 2011
Oak Hill Scuba August 2010 - May 2011
University of Texas at Austin August 2009 - May 2011
SeaTrek BVI June 2010 - August 2010
Skills
Financial Analysis, Business Development, Strategic Consulting, Marketing, Manage Client..., Market Research, Portfolio Management, Sales, Account Management, Salesforce.com, Training, Team Leadership, Start-ups, Lead Generation, Technical Instruction, Public Speaking, CRM, Social Media Marketing, Leadership, Social Media, Management
Education
The University of Texas at Austin 2007 — 2011
BA, Economics
Brock Miller, CPA, CFE, CAMS Brock Miller, CPA, CFE, CAMS's Raymond James Financial Inc. Experience September 2015 - Present
Job AML Senior Manager at Raymond James Financial, Inc
Industry Accounting
Experience
Raymond James Financial, Inc. September 2015 - Present
Ernst & Young September 2011 - September 2015
Ernst & Young March 2008 - March 2010
Skills
Accounting, CPA, Tax, Certified Fraud Examiner, SEC filings, Forensic Accounting, Fraud, Internal Controls, Corporate Tax, Auditing, Income Tax, Tax Accounting, GAAP, Litigation Support, AML, Tax Preparation, Foreclosure..., Forensic Consulting, Federal & State..., Project Management, Anti Money Laundering, SEC Filings
Education
University of Cincinnati 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, Summa Cum Laude
Newark High School 2002 — 2006
Raymond James Financial, Inc. September 2015 - Present
Ernst & Young September 2011 - September 2015
Ernst & Young March 2008 - March 2010
Skills
Accounting, CPA, Tax, Certified Fraud Examiner, SEC filings, Forensic Accounting, Fraud, Internal Controls, Corporate Tax, Auditing, Income Tax, Tax Accounting, GAAP, Litigation Support, AML, Tax Preparation, Foreclosure..., Forensic Consulting, Federal & State..., Project Management, Anti Money Laundering, SEC Filings
Education
University of Cincinnati 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, Summa Cum Laude
Newark High School 2002 — 2006
Josh Mathenia Josh Mathenia's Raymond James Financial Inc. Experience April 2015 - Present
Job Reporting Specialist Raymond James Financial Inc
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2015 - Present
Raymond James Financial Inc. September 2013 - April 2015
Mississippi RiverKings September 2011 - September 2013
Skills
Ticketmaster, AccountEdge, Microsoft Office, Ticket Sales, Facebook, Microsoft Excel, Microsoft Word
Education
The University of Memphis 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Raymond James Financial, Inc. April 2015 - Present
Raymond James Financial Inc. September 2013 - April 2015
Mississippi RiverKings September 2011 - September 2013
Skills
Ticketmaster, AccountEdge, Microsoft Office, Ticket Sales, Facebook, Microsoft Excel, Microsoft Word
Education
The University of Memphis 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Doug Wood Doug Wood's Raymond James Financial Inc. Experience July 2014 - November 2014
Job Sr Javascript Architect at Universal Mind
Industry Information Technology and Services
Experience
Universal Mind April 2014 - Present
FunnelWise November 2014 - March 2015
Raymond James Financial, Inc. July 2014 - November 2014
Trimble January 2014 - July 2014
Fresenius Medical Care October 2012 - December 2013
OppenheimerFunds May 2013 - November 2013
BirdBox, Inc. July 2012 - November 2012
USGA ( United States Golf Asssociation ) April 2012 - July 2012
Vail Resorts August 2011 - November 2011
I3 Logix June 2009 - July 2010
Skills
Angular.js, HTML 5, JavaScript, CSS, Mobile Applications, CSS3, User Experience, AJAX, Web Applications, Sencha, JSON, JavaScript Frameworks, HTML5, Appcelerator, Android, User Interface, PhoneGap, Titanium Mobile, Titanium, GruntJS, GulpJS, Ext JS
Education
University of Colorado at Boulder
Bachelor of Science (BS)
Universal Mind April 2014 - Present
FunnelWise November 2014 - March 2015
Raymond James Financial, Inc. July 2014 - November 2014
Trimble January 2014 - July 2014
Fresenius Medical Care October 2012 - December 2013
OppenheimerFunds May 2013 - November 2013
BirdBox, Inc. July 2012 - November 2012
USGA ( United States Golf Asssociation ) April 2012 - July 2012
Vail Resorts August 2011 - November 2011
I3 Logix June 2009 - July 2010
Skills
Angular.js, HTML 5, JavaScript, CSS, Mobile Applications, CSS3, User Experience, AJAX, Web Applications, Sencha, JSON, JavaScript Frameworks, HTML5, Appcelerator, Android, User Interface, PhoneGap, Titanium Mobile, Titanium, GruntJS, GulpJS, Ext JS
Education
University of Colorado at Boulder
Bachelor of Science (BS)
Haley Smart's Raymond James Financial Inc. Experience March 2015 - Present
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. May 2013 - February 2015
University of South Florida August 2012 - May 2013
University of Central Florida May 2012 - August 2012
UBS Financial Services August 2011 - December 2011
Skills
Microsoft Office, Typing, Advanced Excel Skills, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Customer Service, Public Speaking, Financial Analysis, Research, Data Analysis
Education
University of South Florida 2012 — 2014
Master's Degree, Finance, 3.9 GPA
University of Central Florida 2008 — 2012
Bachelor of Science in Business Administration, Finance
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. May 2013 - February 2015
University of South Florida August 2012 - May 2013
University of Central Florida May 2012 - August 2012
UBS Financial Services August 2011 - December 2011
Skills
Microsoft Office, Typing, Advanced Excel Skills, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Customer Service, Public Speaking, Financial Analysis, Research, Data Analysis
Education
University of South Florida 2012 — 2014
Master's Degree, Finance, 3.9 GPA
University of Central Florida 2008 — 2012
Bachelor of Science in Business Administration, Finance
Ruozhu(Sarah) Li's Raymond James Financial Inc. Experience June 2015 - Present
Job Financial Planner at Raymond James Financial, Inc.
Industry
Experience
Raymond James Financial, Inc. June 2015 - Present
Wealth Building CPA May 2014 - May 2015
Robert H. Smith School of Business, University of Maryland January 2014 - May 2015
International Student and Scholar Services January 2014 - January 2014
Individual One-To-One Tutor January 2013 - June 2013
Oklahoma Engineering Foundation March 2011 - March 2011
Skills
Financial Modeling, Decision Analysis, Statistical Data..., Microsoft Excel, Team Management, Public Speaking, Access, PowerPoint, Microsoft Word, Microsoft Office, Matlab, Teaching, Customer Service, Photoshop, CFA Level I Candidate
Education
University of Maryland College Park 2013 — 2016
Bachelor's degree, Finance, General
University of Maryland College Park 2013 — 2016
Bachelor's degree, Management Information Systems, General
University of Maryland College Park 2013 — 2016
Bachelor's degree, Mathematics
University of Oklahoma - Price College of Business 2011 — 2013
Finance, General, 3.92
Raymond James Financial, Inc. June 2015 - Present
Wealth Building CPA May 2014 - May 2015
Robert H. Smith School of Business, University of Maryland January 2014 - May 2015
International Student and Scholar Services January 2014 - January 2014
Individual One-To-One Tutor January 2013 - June 2013
Oklahoma Engineering Foundation March 2011 - March 2011
Skills
Financial Modeling, Decision Analysis, Statistical Data..., Microsoft Excel, Team Management, Public Speaking, Access, PowerPoint, Microsoft Word, Microsoft Office, Matlab, Teaching, Customer Service, Photoshop, CFA Level I Candidate
Education
University of Maryland College Park 2013 — 2016
Bachelor's degree, Finance, General
University of Maryland College Park 2013 — 2016
Bachelor's degree, Management Information Systems, General
University of Maryland College Park 2013 — 2016
Bachelor's degree, Mathematics
University of Oklahoma - Price College of Business 2011 — 2013
Finance, General, 3.92
Pate Mann's Raymond James Financial Inc. Experience May 2015 - July 2015
Job Summer Analyst at Raymond James Financial, Inc.
Industry
Experience
Raymond James Financial, Inc. May 2015 - July 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Prezi, PowerPoint, Social Media, Public Speaking, Project Management, Social Networking, Teamwork, Ethics
Education
The University of Georgia 2012 — 2016
Finance
Academy of Richmond County High School 2008 — 2012
Raymond James Financial, Inc. May 2015 - July 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Prezi, PowerPoint, Social Media, Public Speaking, Project Management, Social Networking, Teamwork, Ethics
Education
The University of Georgia 2012 — 2016
Finance
Academy of Richmond County High School 2008 — 2012
Ty K. Debique, CFP®, CRPC®'s Raymond James Financial Inc. Experience September 2015 - Present
Job Divisional Sales Manager at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Merrill Lynch November 2012 - September 2015
Merrill Lynch December 2011 - November 2012
Merrill Lynch May 2009 - December 2011
Merrill Lynch June 2008 - May 2009
Wachovia Securities, LLC June 2002 - June 2008
UBS PaineWebber January 1999 - June 2002
Skills
Investments, Series 7, Series 63, Wealth Management, Wealth Management..., Retirement Planning, Investment Advisory, Asset Allocation, Uniform Combined State..., Alternative Investments, Financial Advisory, IRAs, Mutual Funds, Series 65, Securities, Investment Management, Retirement, Bonds, 401k, Fixed Income, Series 9, Series 10, FINRA, Investment Strategies, Banking, Series 24, Finance, Strategic Financial..., Fixed Annuities
Education
University of Florida 1992 — 1997
Bachelor of Science, Business Administration
Miami Southridge Senior High 1989 — 1992
High School Diploma
Raymond James Financial, Inc. September 2015 - Present
Merrill Lynch November 2012 - September 2015
Merrill Lynch December 2011 - November 2012
Merrill Lynch May 2009 - December 2011
Merrill Lynch June 2008 - May 2009
Wachovia Securities, LLC June 2002 - June 2008
UBS PaineWebber January 1999 - June 2002
Skills
Investments, Series 7, Series 63, Wealth Management, Wealth Management..., Retirement Planning, Investment Advisory, Asset Allocation, Uniform Combined State..., Alternative Investments, Financial Advisory, IRAs, Mutual Funds, Series 65, Securities, Investment Management, Retirement, Bonds, 401k, Fixed Income, Series 9, Series 10, FINRA, Investment Strategies, Banking, Series 24, Finance, Strategic Financial..., Fixed Annuities
Education
University of Florida 1992 — 1997
Bachelor of Science, Business Administration
Miami Southridge Senior High 1989 — 1992
High School Diploma
Shawn Tydlaska, CFP®'s Raymond James Financial Inc. Experience March 2015 - June 2015
Job MBA, University of Michigan Ross School of Business
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - June 2015
MyVest June 2014 - August 2014
Equitas Holdings March 2014 - May 2014
Hokanson Associates August 2011 - May 2013
WFP Securities October 2010 - June 2011
Blankinship & Foster, LLC June 2010 - August 2010
GMO (Grantham, Mayo, Van Otterloo & Co.) September 2008 - June 2010
Capital Group May 2004 - August 2008
UCLA 1999 - 2004
Merrill Lynch June 2003 - August 2003
Skills
Bloomberg, Goldmine, Morningstar, Excel, Junxure, E-money, Investments, Asset Managment, Mutual Funds, Wealth Management, Strategic Financial..., Securities, Series 7, Asset Allocation, Financial Analysis, Equities, Asset Management, Financial Services, Retirement, Finance, Microsoft Excel, Investment Strategies, High Net Worth..., Investment Advisory
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship, Finance
University of California, Los Angeles 1999 — 2004
Bachelor of Arts, Economics, Minor in Education
UCLA Extension 2007 — 2009
CFP, Certified Financial Planning Education Course
Raymond James Financial, Inc. March 2015 - June 2015
MyVest June 2014 - August 2014
Equitas Holdings March 2014 - May 2014
Hokanson Associates August 2011 - May 2013
WFP Securities October 2010 - June 2011
Blankinship & Foster, LLC June 2010 - August 2010
GMO (Grantham, Mayo, Van Otterloo & Co.) September 2008 - June 2010
Capital Group May 2004 - August 2008
UCLA 1999 - 2004
Merrill Lynch June 2003 - August 2003
Skills
Bloomberg, Goldmine, Morningstar, Excel, Junxure, E-money, Investments, Asset Managment, Mutual Funds, Wealth Management, Strategic Financial..., Securities, Series 7, Asset Allocation, Financial Analysis, Equities, Asset Management, Financial Services, Retirement, Finance, Microsoft Excel, Investment Strategies, High Net Worth..., Investment Advisory
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship, Finance
University of California, Los Angeles 1999 — 2004
Bachelor of Arts, Economics, Minor in Education
UCLA Extension 2007 — 2009
CFP, Certified Financial Planning Education Course
David Montalvo, MBA's Raymond James Financial Inc. Experience August 2015 - Present
Job Business Analyst II at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial, Inc. May 2015 - August 2015
Raymond James Financial Inc. October 2014 - May 2015
Raymond James Financial Inc. May 2014 - October 2014
USF St. Petersburg July 2013 - May 2014
Chico's FAS Inc. May 2012 - August 2012
Skills
Some shop experience..., Proficiency in all..., Understanding of..., Experience Working with..., Process Improvement, Forecasting, Leadership, Management, Sales, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Merchandising, Time Management, Inventory Management, Retail, Outlook, Team Leadership, Social Media, Public Speaking, Social Networking, Data Analysis, Teamwork
Education
University of South Florida-St. Petersburg Campus 2013 — 2014
Master of Business Administration (M.B.A.), Management Information Systems, General
University of Central Florida 2008 — 2013
Bachelor of Science (B.S.), Industrial Engineering and Management Systems
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial, Inc. May 2015 - August 2015
Raymond James Financial Inc. October 2014 - May 2015
Raymond James Financial Inc. May 2014 - October 2014
USF St. Petersburg July 2013 - May 2014
Chico's FAS Inc. May 2012 - August 2012
Skills
Some shop experience..., Proficiency in all..., Understanding of..., Experience Working with..., Process Improvement, Forecasting, Leadership, Management, Sales, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Merchandising, Time Management, Inventory Management, Retail, Outlook, Team Leadership, Social Media, Public Speaking, Social Networking, Data Analysis, Teamwork
Education
University of South Florida-St. Petersburg Campus 2013 — 2014
Master of Business Administration (M.B.A.), Management Information Systems, General
University of Central Florida 2008 — 2013
Bachelor of Science (B.S.), Industrial Engineering and Management Systems
Jennifer Morris Jennifer Morris's Raymond James Financial Inc. Experience October 2013 - Present
Job Raymond James Advisor Select Division
Industry Financial Services
Experience
Raymond James Financial, Inc. October 2013 - Present
Retail Parade July 2012 - September 2013
YourMembership.com April 2011 - May 2012
Florida Fish and Wildlife Conservation Commission November 2010 - March 2011
Surfrider Foundation April 2009 - November 2010
University of Texas at Austin August 2007 - May 2010
Skills
Public Relations, Microsoft Office, Marketing, Social Media, Strategic Planning, Social Media Marketing, Microsoft Excel, Management, Marketing Strategy, Account Management, New Business Development, Sales, Social Networking, Online Advertising, Leadership, Advertising, Lead Generation, Online Marketing, Marketing Communications, B2B
Education
The University of Texas at Austin 2006 — 2010
BA of Geography, Landscape Ecology & Biogeography
Raymond James Financial, Inc. October 2013 - Present
Retail Parade July 2012 - September 2013
YourMembership.com April 2011 - May 2012
Florida Fish and Wildlife Conservation Commission November 2010 - March 2011
Surfrider Foundation April 2009 - November 2010
University of Texas at Austin August 2007 - May 2010
Skills
Public Relations, Microsoft Office, Marketing, Social Media, Strategic Planning, Social Media Marketing, Microsoft Excel, Management, Marketing Strategy, Account Management, New Business Development, Sales, Social Networking, Online Advertising, Leadership, Advertising, Lead Generation, Online Marketing, Marketing Communications, B2B
Education
The University of Texas at Austin 2006 — 2010
BA of Geography, Landscape Ecology & Biogeography
Nicole Hisler Nicole Hisler's Raymond James Financial Inc. Experience June 2015 - Present
Job Director, Corporate Marketing at Raymond James Financial, Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. January 2014 - June 2015
University of Florida August 2011 - May 2014
Raymond James Financial Inc. September 2012 - January 2014
Raymond James Financial Inc. October 2011 - September 2012
MatchedMarketing December 2008 - October 2011
PAETEC February 2008 - December 2008
PAETEC November 2007 - February 2008
PAETEC April 2006 - November 2007
The HLA Group, Marketing Agency January 2005 - April 2006
Skills
Online Marketing, Marketing Strategy, PPC, SEM, Web Analytics, Keyword Research, Organic Search, SEO copywriting, Keyword Analysis, Search Analysis, Online Advertising, Lead Generation, Marketing, Strategic Partnerships, Social Media Marketing, Social Networking, SEO, Marketing Management, Social Media, Marketing Research, Event Planning, Web Marketing, Email Marketing, Training, Strategic Planning, Small Business
Education
University of Florida 1998 — 2002
Bachelor of Science (B.S.), Marketing
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. January 2014 - June 2015
University of Florida August 2011 - May 2014
Raymond James Financial Inc. September 2012 - January 2014
Raymond James Financial Inc. October 2011 - September 2012
MatchedMarketing December 2008 - October 2011
PAETEC February 2008 - December 2008
PAETEC November 2007 - February 2008
PAETEC April 2006 - November 2007
The HLA Group, Marketing Agency January 2005 - April 2006
Skills
Online Marketing, Marketing Strategy, PPC, SEM, Web Analytics, Keyword Research, Organic Search, SEO copywriting, Keyword Analysis, Search Analysis, Online Advertising, Lead Generation, Marketing, Strategic Partnerships, Social Media Marketing, Social Networking, SEO, Marketing Management, Social Media, Marketing Research, Event Planning, Web Marketing, Email Marketing, Training, Strategic Planning, Small Business
Education
University of Florida 1998 — 2002
Bachelor of Science (B.S.), Marketing
Garry Schwartz Garry Schwartz's Raymond James Financial Inc. Experience December 2014 - Present
Job Account Associate | Financial Analyst
Industry Financial Services
Experience
Raymond James Financial, Inc. December 2014 - Present
12th Street Asset Management Company LLC April 2014 - August 2014
Entercom January 2008 - August 2009
Entercom June 2005 - June 2006
Skills
Teamwork, Takes Initiative, Financial Calculations, Microsoft Excel, Analysis, Financial Analysis, Microsoft Office, Statistical Data..., Financial Statements, Financial Modeling, Equities, Leveraged Finance, Technical Analysis, Communicates Frequently, Employee Loyalty, Leadership Initiatives, Enjoys Criticism, Leadership, Teaches Others, Creativity, Writing, Intuitiveness, Organization, Finance, Social Media, Financial Economics, Public Relations, Financial Projection, Process Improvement
Education
The University of Memphis 2015 — 2016
Master’s Degree, Finance, 3.5
The University of Memphis 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James Financial, Inc. December 2014 - Present
12th Street Asset Management Company LLC April 2014 - August 2014
Entercom January 2008 - August 2009
Entercom June 2005 - June 2006
Skills
Teamwork, Takes Initiative, Financial Calculations, Microsoft Excel, Analysis, Financial Analysis, Microsoft Office, Statistical Data..., Financial Statements, Financial Modeling, Equities, Leveraged Finance, Technical Analysis, Communicates Frequently, Employee Loyalty, Leadership Initiatives, Enjoys Criticism, Leadership, Teaches Others, Creativity, Writing, Intuitiveness, Organization, Finance, Social Media, Financial Economics, Public Relations, Financial Projection, Process Improvement
Education
The University of Memphis 2015 — 2016
Master’s Degree, Finance, 3.5
The University of Memphis 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Joseph Foran Joseph Foran's Raymond James Financial Inc. Experience July 2015 - Present
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry
Experience
Raymond James Financial, Inc. July 2015 - Present
CNL Financial Group June 2014 - August 2014
Education
University of Florida 2011 — 2015
Finance
Raymond James Financial, Inc. July 2015 - Present
CNL Financial Group June 2014 - August 2014
Education
University of Florida 2011 — 2015
Finance
Kara O'Brien's Raymond James Financial Inc. Experience August 2010 - May 2012
Job Vice President, Investor Relations at Victory Park Capital Advisors
Industry Financial Services
Experience
Victory Park Capital Advisors August 2015 - Present
Brigade Capital Management January 2015 - July 2015
Brigade Capital Management, LP May 2012 - December 2014
Raymond James Financial, Inc. August 2010 - May 2012
Law Offices of David K. Barhydt June 2009 - August 2009
Education
Boston College 2007 — 2010
UCL 2009 — 2009
Economics
Victory Park Capital Advisors August 2015 - Present
Brigade Capital Management January 2015 - July 2015
Brigade Capital Management, LP May 2012 - December 2014
Raymond James Financial, Inc. August 2010 - May 2012
Law Offices of David K. Barhydt June 2009 - August 2009
Education
Boston College 2007 — 2010
UCL 2009 — 2009
Economics
Olivia Cooper's Raymond James Financial Inc. Experience July 2015 - Present
Job Student at University of Florida, Warrington College of Business
Industry Marketing and Advertising
Experience
Raymond James Financial, Inc. July 2015 - Present
University of Florida May 2013 - May 2015
Alpha Delta Pi Sorority January 2014 - December 2014
McGraw-Hill Education May 2014 - August 2014
Enactus December 2012 - December 2013
Alpha Delta Pi Sorority December 2012 - April 2013
Panhellenic Council, University of Florida February 2012 - January 2013
Enactus September 2012 - December 2012
Enactus September 2012 - December 2012
The Cake Shop, Tallahassee, FL June 2010 - December 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Microsoft Word, Social Media, Market Research, Marketing Strategy, Marketing Communications, Event Planning, Time Management, Social Media Marketing, Leadership Development, Leadership
Education
University of Florida 2011 — 2015
Bachelor’s Degree, Marketing, Minors: Retail, French and Francophone Studies
Raymond James Financial, Inc. July 2015 - Present
University of Florida May 2013 - May 2015
Alpha Delta Pi Sorority January 2014 - December 2014
McGraw-Hill Education May 2014 - August 2014
Enactus December 2012 - December 2013
Alpha Delta Pi Sorority December 2012 - April 2013
Panhellenic Council, University of Florida February 2012 - January 2013
Enactus September 2012 - December 2012
Enactus September 2012 - December 2012
The Cake Shop, Tallahassee, FL June 2010 - December 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Microsoft Word, Social Media, Market Research, Marketing Strategy, Marketing Communications, Event Planning, Time Management, Social Media Marketing, Leadership Development, Leadership
Education
University of Florida 2011 — 2015
Bachelor’s Degree, Marketing, Minors: Retail, French and Francophone Studies
Casey Gipson's Raymond James Financial Inc. Experience July 2015 - Present
Job Compliance Advisor
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Sterne Agee May 2013 - July 2015
Portfolio Recovery Associates, Inc. July 2012 - May 2013
Warren Averett LLC January 2012 - March 2012
Winn Dixie October 2007 - August 2009
Movie Gallery May 2005 - August 2009
Skills
Accounting, Auditing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Access, Audit Command Language, Management, Leadership, Customer Service, Community Outreach, Coordination, Strategic Planning, Sales & Use Tax, Sales & Use Tax..., Sales Tax, QuickBooks, Tax Master Software, Outlook, Data Entry, Teamwork, Data Analysis, Training, Fixed Assets, Windows, Sarbanes-Oxley Act, Financial Statements, Journal Entries, Tax, Forecasting, Financial Analysis, General Ledger, Time Management, Account Reconciliation, Financial Accounting, Analysis, Financial Reporting, Accounts Receivable, Public Speaking, Research
Education
University of Alabama 2009 — 2012
Bachelor of Science in Commerce & Business Administration, Accounting
Raymond James Financial, Inc. July 2015 - Present
Sterne Agee May 2013 - July 2015
Portfolio Recovery Associates, Inc. July 2012 - May 2013
Warren Averett LLC January 2012 - March 2012
Winn Dixie October 2007 - August 2009
Movie Gallery May 2005 - August 2009
Skills
Accounting, Auditing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Access, Audit Command Language, Management, Leadership, Customer Service, Community Outreach, Coordination, Strategic Planning, Sales & Use Tax, Sales & Use Tax..., Sales Tax, QuickBooks, Tax Master Software, Outlook, Data Entry, Teamwork, Data Analysis, Training, Fixed Assets, Windows, Sarbanes-Oxley Act, Financial Statements, Journal Entries, Tax, Forecasting, Financial Analysis, General Ledger, Time Management, Account Reconciliation, Financial Accounting, Analysis, Financial Reporting, Accounts Receivable, Public Speaking, Research
Education
University of Alabama 2009 — 2012
Bachelor of Science in Commerce & Business Administration, Accounting
Vincent Barron's Raymond James Financial Inc. Experience July 2015 - Present
Job Associate at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Wells Fargo Advisors, LLC May 2014 - July 2015
Wells Fargo International Group September 2013 - May 2014
Helen of Troy May 2008 - January 2012
Skills
Risk Management, Investment Banking, Financial Analysis, Treasury Management, FX Options, Commercial Banking, Anti Money Laundering, Bank Secrecy Act, Foreign Exchange Risk..., International Banking..., Wholesale Banking, Investment Strategies, Investment Advisory, Equity Capital Markets, Equities, Options, Series 7, Series 63
Education
The University of Texas at El Paso 2009 — 2012
Bachelor of Business Administration (B.B.A.), Analytical Finance/Commercial Banking
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2009
Raymond James Financial, Inc. July 2015 - Present
Wells Fargo Advisors, LLC May 2014 - July 2015
Wells Fargo International Group September 2013 - May 2014
Helen of Troy May 2008 - January 2012
Skills
Risk Management, Investment Banking, Financial Analysis, Treasury Management, FX Options, Commercial Banking, Anti Money Laundering, Bank Secrecy Act, Foreign Exchange Risk..., International Banking..., Wholesale Banking, Investment Strategies, Investment Advisory, Equity Capital Markets, Equities, Options, Series 7, Series 63
Education
The University of Texas at El Paso 2009 — 2012
Bachelor of Business Administration (B.B.A.), Analytical Finance/Commercial Banking
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2009
Jules Stewart's Raymond James Financial Inc. Experience April 1996 - May 2007
Job Case management coordinator
Industry Law Practice
Experience
Guardian Ad Litem Program May 2007 - Present
Raymond James Financial, Inc. April 1996 - May 2007
Home Depot January 1995 - April 1996
Education
Suffolk County Community College
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Stony Brook University
English Language and Literature, General
Guardian Ad Litem Program May 2007 - Present
Raymond James Financial, Inc. April 1996 - May 2007
Home Depot January 1995 - April 1996
Education
Suffolk County Community College
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Stony Brook University
English Language and Literature, General
Ronie Kim Ronie Kim's Raymond James Financial Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Bridge Street Advisors February 2014 - April 2014
Catapult Advisors October 2013 - December 2013
Hana Bank June 2013 - August 2013
Safe Transportation and Research Education Center (SafeTREC) March 2012 - August 2013
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Bridge Street Advisors February 2014 - April 2014
Catapult Advisors October 2013 - December 2013
Hana Bank June 2013 - August 2013
Safe Transportation and Research Education Center (SafeTREC) March 2012 - August 2013
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
Fred Bohlander Fred Bohlander's Raymond James Financial Inc. Experience 1992 - 2013
Job Managing Principal at Salcetti Bohlander Wealth Advisors
Industry Financial Services
Experience
Salcetti Bohlander Wealth Advisors 2013 - Present
Raymond James Financial, Inc. 1992 - 2013
Skills
Portfolio Management, Wealth Management
Education
University of Maryland College Park 1967 — 1971
Bachelor of Business Administration (B.B.A.), Business
Salcetti Bohlander Wealth Advisors 2013 - Present
Raymond James Financial, Inc. 1992 - 2013
Skills
Portfolio Management, Wealth Management
Education
University of Maryland College Park 1967 — 1971
Bachelor of Business Administration (B.B.A.), Business
Kristen Tricarico's Raymond James Financial Inc. Experience December 2012 - July 2015
Job Client Service Associate at Frey Masterson Investment Advisors
Industry Financial Services
Experience
Frey Masterson Investment Advisors July 2015 - Present
Raymond James Financial, Inc. December 2012 - July 2015
Little Scholars Preschool and Day Care January 2012 - November 2012
Chicos FAS February 2011 - December 2011
Fred Astaire Dance Studio December 2009 - February 2011
Walt Disney World October 2003 - December 2010
Feld Entertainment November 2008 - December 2009
Education
University of Central Florida 2002 — 2006
Bachelor of Science, Art Education
Frey Masterson Investment Advisors July 2015 - Present
Raymond James Financial, Inc. December 2012 - July 2015
Little Scholars Preschool and Day Care January 2012 - November 2012
Chicos FAS February 2011 - December 2011
Fred Astaire Dance Studio December 2009 - February 2011
Walt Disney World October 2003 - December 2010
Feld Entertainment November 2008 - December 2009
Education
University of Central Florida 2002 — 2006
Bachelor of Science, Art Education
Alba Vargas, CPA Alba Vargas, CPA's Raymond James Financial Inc. Experience July 2015 - Present
Job Corporate Tax Accountant at Raymond James Financial, Inc.
Industry Accounting
Experience
Raymond James Financial, Inc. July 2015 - Present
Baker Tilly Virchow Krause, LLP October 2009 - July 2015
Skills
Tax, Multi-state tax returns, Internal Controls, GAAP, Partnership Taxation, Income Tax, Accounting, CPA, Professional Services, Tax Preparation
Education
University of South Florida 2008 — 2009
Master's, Accounting
University of Maryland - Robert H. Smith School of Business 2004 — 2008
B.S., Accounting
Raymond James Financial, Inc. July 2015 - Present
Baker Tilly Virchow Krause, LLP October 2009 - July 2015
Skills
Tax, Multi-state tax returns, Internal Controls, GAAP, Partnership Taxation, Income Tax, Accounting, CPA, Professional Services, Tax Preparation
Education
University of South Florida 2008 — 2009
Master's, Accounting
University of Maryland - Robert H. Smith School of Business 2004 — 2008
B.S., Accounting
Matthew Hager Matthew Hager's Raymond James Financial Inc. Experience May 2015 - August 2015
Job Recent Graduate of Ohio State Fisher College of Business
Industry Marketing and Advertising
Experience
Raymond James Financial, Inc. May 2015 - August 2015
Marathon Petroleum Corporation January 2015 - May 2015
Mills James Productions January 2014 - December 2014
Leonora Polensky and Associates March 2014 - September 2014
Schmidt's Hospitality Concepts May 2013 - May 2014
Columbus Coalition for the Homeless November 2012 - May 2013
Vector Marketing May 2010 - March 2011
Skills
Networking, Business Networking, Microsoft Excel, Non-profit Volunteer, Sales, Marketing, Teamwork, Social Media, Microsoft Word, Leadership, Event Planning, Customer Service, Public Speaking, Microsoft Office, PowerPoint, Management
Education
The Ohio State University 2011 — 2015
Bachelor of Business Administration (BBA), Specialized Sales, Merchandising and Marketing Operations, 3rd Year
William Mason High School 2006 — 2010
Raymond James Financial, Inc. May 2015 - August 2015
Marathon Petroleum Corporation January 2015 - May 2015
Mills James Productions January 2014 - December 2014
Leonora Polensky and Associates March 2014 - September 2014
Schmidt's Hospitality Concepts May 2013 - May 2014
Columbus Coalition for the Homeless November 2012 - May 2013
Vector Marketing May 2010 - March 2011
Skills
Networking, Business Networking, Microsoft Excel, Non-profit Volunteer, Sales, Marketing, Teamwork, Social Media, Microsoft Word, Leadership, Event Planning, Customer Service, Public Speaking, Microsoft Office, PowerPoint, Management
Education
The Ohio State University 2011 — 2015
Bachelor of Business Administration (BBA), Specialized Sales, Merchandising and Marketing Operations, 3rd Year
William Mason High School 2006 — 2010
Gaines Hayes's Raymond James Financial Inc. Experience May 2014 - July 2014
Job Employee Monitoring Analyst
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation September 2015 - Present
Raymond James Financial, Inc. May 2014 - July 2014
Raymond James Financial Inc. May 2013 - August 2013
Raymond James Financial Inc. May 2012 - August 2012
Raymond James Financial Inc. May 2011 - July 2011
Skills
Leadership, PowerPoint, Data Analysis, Event Planning, Microsoft Word, Microsoft Excel, Teamwork, Strategic Planning, Research, Public Speaking, Critical Thinking, Peer Tutoring, Organizational Behavior, Editing, SPSS, SQL, Tableau, Bloomberg Terminal
Education
University of Virginia 2014 — 2015
Master's Degree, Commerce (Marketing & Management)
University of Florida 2009 — 2014
Political Science/Classics
The London School of Economics and Political Science (LSE) 2011 — 2011
H. B. Plant High School 2006 — 2009
High School Degree
The Depository Trust & Clearing Corporation September 2015 - Present
Raymond James Financial, Inc. May 2014 - July 2014
Raymond James Financial Inc. May 2013 - August 2013
Raymond James Financial Inc. May 2012 - August 2012
Raymond James Financial Inc. May 2011 - July 2011
Skills
Leadership, PowerPoint, Data Analysis, Event Planning, Microsoft Word, Microsoft Excel, Teamwork, Strategic Planning, Research, Public Speaking, Critical Thinking, Peer Tutoring, Organizational Behavior, Editing, SPSS, SQL, Tableau, Bloomberg Terminal
Education
University of Virginia 2014 — 2015
Master's Degree, Commerce (Marketing & Management)
University of Florida 2009 — 2014
Political Science/Classics
The London School of Economics and Political Science (LSE) 2011 — 2011
H. B. Plant High School 2006 — 2009
High School Degree
Andrew Sayers Andrew Sayers's Raymond James Financial Inc. Experience May 2015 - Present
Job Corporate Intern Private Client Group Investment Products at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
University of Tennessee June 2014 - June 2014
El Charro September 2010 - May 2014
Skills
Team Leadership, Oral & Written..., Teamwork, Communication, Microsoft Office, Russian, French, Analytical Skills, Econometrics, Business Analytics, Statistical Software, Stata, R, Customer Service, Data Analysis, Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking
Education
University of Tennessee-Knoxville 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Economics and Finance
The London School of Economics and Political Science (LSE) 2014 — 2014
Econometrics and Quantitative Economics
Farragut High School 2008 — 2012
Raymond James Financial, Inc. May 2015 - Present
University of Tennessee June 2014 - June 2014
El Charro September 2010 - May 2014
Skills
Team Leadership, Oral & Written..., Teamwork, Communication, Microsoft Office, Russian, French, Analytical Skills, Econometrics, Business Analytics, Statistical Software, Stata, R, Customer Service, Data Analysis, Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking
Education
University of Tennessee-Knoxville 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Economics and Finance
The London School of Economics and Political Science (LSE) 2014 — 2014
Econometrics and Quantitative Economics
Farragut High School 2008 — 2012
Andrew Avery's Raymond James Financial Inc. Experience May 2015 - Present
Job Retirement Plan Services, Raymond James
Industry Investment Management
Experience
Raymond James Financial, Inc. May 2015 - Present
Merrill Lynch September 2014 - March 2015
Regional Adjustment Bureau August 2009 - July 2014
Skills
Leadership, Customer Service, Credit, Financial Services, Management, Credit Analysis, Finance, Microsoft Excel, Portfolio Management, Investments, Coaching, Microsoft Word, Sales, Accounting, Strategic Planning, Fixed Income, Mutual Funds, Bonds, IRAs, Equities, Options, Securities, Economics, Spreadsheets, Financial Analysis, Financial Risk, Customer Satisfaction, Data Analysis, Business Analysis, Credit Risk, Banking, Strategy, Executive Management, Team Leadership, Budgets, Team Building, Process Improvement
Education
The University of Memphis 2010 — 2015
Bachelor of Business Administration (B.B.A.), Business Economics Major
Raymond James Financial, Inc. May 2015 - Present
Merrill Lynch September 2014 - March 2015
Regional Adjustment Bureau August 2009 - July 2014
Skills
Leadership, Customer Service, Credit, Financial Services, Management, Credit Analysis, Finance, Microsoft Excel, Portfolio Management, Investments, Coaching, Microsoft Word, Sales, Accounting, Strategic Planning, Fixed Income, Mutual Funds, Bonds, IRAs, Equities, Options, Securities, Economics, Spreadsheets, Financial Analysis, Financial Risk, Customer Satisfaction, Data Analysis, Business Analysis, Credit Risk, Banking, Strategy, Executive Management, Team Leadership, Budgets, Team Building, Process Improvement
Education
The University of Memphis 2010 — 2015
Bachelor of Business Administration (B.B.A.), Business Economics Major
Shannon Fuller Shannon Fuller's Raymond James Financial Inc. Experience February 2013 - Present
Job Institutional Cash/Margin Liaison at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2013 - Present
Morgan Keegan March 2008 - February 2013
Morgan Keegan February 2006 - March 2008
Morgan Keegan September 2000 - February 2006
Skills
Restricted Stock, Margin, Series 7, Series 66
Education
The University of Memphis 1990 — 1995
Bachelor of Arts, Criminal Justice
Raymond James Financial, Inc. February 2013 - Present
Morgan Keegan March 2008 - February 2013
Morgan Keegan February 2006 - March 2008
Morgan Keegan September 2000 - February 2006
Skills
Restricted Stock, Margin, Series 7, Series 66
Education
The University of Memphis 1990 — 1995
Bachelor of Arts, Criminal Justice
Marnie Walker Sharp Marnie Walker Sharp's Raymond James Financial Inc. Experience October 2014 - Present
Job I help individuals and families plan for the financial future of their dreams.
Industry Financial Services
Experience
Raymond James Financial, Inc. October 2014 - Present
Signal Media September 2008 - October 2014
JoAnn ETC August 2000 - July 2002
The Perimeter Group- MRI August 1999 - August 2000
Pritchett & Associates 1998 - 1999
Skills
Investment Advisory, Financial Planning, Investments, Investment Strategies, Financial Analysis, Financial Services, Sales, Marketing, Advertising, Social Media, Customer Service, Public Relations, Social Media Marketing, Marketing Communications, Account Management, Event Planning, Marketing Strategy
Education
University of Central Arkansas 1994 — 1998
Bachelor of Arts, English
University of Central Arkansas 1994 — 1998
Bachelor's degree, English Language and Literature, General
Raymond James Financial, Inc. October 2014 - Present
Signal Media September 2008 - October 2014
JoAnn ETC August 2000 - July 2002
The Perimeter Group- MRI August 1999 - August 2000
Pritchett & Associates 1998 - 1999
Skills
Investment Advisory, Financial Planning, Investments, Investment Strategies, Financial Analysis, Financial Services, Sales, Marketing, Advertising, Social Media, Customer Service, Public Relations, Social Media Marketing, Marketing Communications, Account Management, Event Planning, Marketing Strategy
Education
University of Central Arkansas 1994 — 1998
Bachelor of Arts, English
University of Central Arkansas 1994 — 1998
Bachelor's degree, English Language and Literature, General
Mike Szittai Mike Szittai's Raymond James Financial Inc. Experience October 2014 - Present
Job Branch Operations Manager at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial, Inc. October 2014 - Present
Raymond James Financial, Inc. July 2014 - October 2014
Private Capital Management L.P. August 1992 - August 2013
Carnes Capital Corp. 1992 - 2013
Skills
AML, Operations Management, Financial Services, IRAs, Series 24, Broker-Dealer, Advent, Compliance, Account Reconciliation, Superior Client Service, Client Services, Options Strategies, Microsoft Excel
Education
The University of Texas at Dallas 1986 — 1988
Master of Science (MS), Finance and Financial Management Services
The University of Akron 1979 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Raymond James Financial, Inc. October 2014 - Present
Raymond James Financial, Inc. July 2014 - October 2014
Private Capital Management L.P. August 1992 - August 2013
Carnes Capital Corp. 1992 - 2013
Skills
AML, Operations Management, Financial Services, IRAs, Series 24, Broker-Dealer, Advent, Compliance, Account Reconciliation, Superior Client Service, Client Services, Options Strategies, Microsoft Excel
Education
The University of Texas at Dallas 1986 — 1988
Master of Science (MS), Finance and Financial Management Services
The University of Akron 1979 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Blake Mills's Raymond James Financial Inc. Experience June 2015 - Present
Job Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. September 2012 - May 2015
Raymond James Financial Inc. May 2011 - September 2012
Startup Tennessee December 2011 - May 2012
Volunteer Traditions Inc. January 2009 - May 2011
Shoemaker Financial May 2010 - August 2010
Skills
Accounting, Microsoft Excel, Economics, Bloomberg Terminal, Microsoft Access, Financial Analysis, Financial Markets, Fixed Income Analysis
Education
The University of Memphis 2011 — 2014
Master of Business Administration (M.B.A.)
University of Tennessee at Martin 2007 — 2011
Bachelor of Science (BS), Finance, General
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. September 2012 - May 2015
Raymond James Financial Inc. May 2011 - September 2012
Startup Tennessee December 2011 - May 2012
Volunteer Traditions Inc. January 2009 - May 2011
Shoemaker Financial May 2010 - August 2010
Skills
Accounting, Microsoft Excel, Economics, Bloomberg Terminal, Microsoft Access, Financial Analysis, Financial Markets, Fixed Income Analysis
Education
The University of Memphis 2011 — 2014
Master of Business Administration (M.B.A.)
University of Tennessee at Martin 2007 — 2011
Bachelor of Science (BS), Finance, General
Na Lu Na Lu's Raymond James Financial Inc. Experience September 2015 - Present
Job at
Industry Higher Education
Experience
Raymond James Financial, Inc. September 2015 - Present
Intercambio Uniting Communities June 2015 - Present
ELS Educational Services, Inc August 2015 - September 2015
International English Center of University of Colorado Boulder March 2015 - May 2015
Southwestern University of Finance and Economics April 2013 - July 2013
CHENG CANDY AND LIQUOR TRADE FAIR June 2012 - September 2012
BINJIANG PRIMARY SCHOOL January 2012 - February 2012
MIANYANG NANSHAN HIGH SCHOOL June 2011 - August 2011
Skills
Teaching, Research, English, Microsoft Office, Public Speaking, Writing, PowerPoint
Education
University of Colorado Boulder 2013 — 2015
Master of Arts (M.A.), Linguistics with Professional TESOL Emphasis
Chengdu Institute Sichuan International Studies University 2010 — 2013
Bachelor of Arts (B.A.), ENGLISH (E-COMMERCE)
Raymond James Financial, Inc. September 2015 - Present
Intercambio Uniting Communities June 2015 - Present
ELS Educational Services, Inc August 2015 - September 2015
International English Center of University of Colorado Boulder March 2015 - May 2015
Southwestern University of Finance and Economics April 2013 - July 2013
CHENG CANDY AND LIQUOR TRADE FAIR June 2012 - September 2012
BINJIANG PRIMARY SCHOOL January 2012 - February 2012
MIANYANG NANSHAN HIGH SCHOOL June 2011 - August 2011
Skills
Teaching, Research, English, Microsoft Office, Public Speaking, Writing, PowerPoint
Education
University of Colorado Boulder 2013 — 2015
Master of Arts (M.A.), Linguistics with Professional TESOL Emphasis
Chengdu Institute Sichuan International Studies University 2010 — 2013
Bachelor of Arts (B.A.), ENGLISH (E-COMMERCE)
Saranja Hicks's Raymond James Financial Inc. Experience August 2005 - December 2006
Job Manager of Business Operations at R.E.A.D. America, LLC
Industry Primary/Secondary Education
Experience
R.E.A.D. America, LLC September 2010 - Present
Bank of America October 2008 - March 2009
Bank of America August 2006 - September 2008
Raymond James Financial, Inc. August 2005 - December 2006
LaSalle Bank April 2003 - December 2004
Skills
Managing Processes, Customer Relations, Budget Management, Employee Management, CRM Databases, Event Planning, Training, Social Media, Public Speaking, Microsoft Office, Leadership Development, Social Networking, Fundraising, Customer Service
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Arts (B.A.), Speech Communication
George W. Collins High School 1990 — 1994
High School, English Language and Literature, General
R.E.A.D. America, LLC September 2010 - Present
Bank of America October 2008 - March 2009
Bank of America August 2006 - September 2008
Raymond James Financial, Inc. August 2005 - December 2006
LaSalle Bank April 2003 - December 2004
Skills
Managing Processes, Customer Relations, Budget Management, Employee Management, CRM Databases, Event Planning, Training, Social Media, Public Speaking, Microsoft Office, Leadership Development, Social Networking, Fundraising, Customer Service
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Arts (B.A.), Speech Communication
George W. Collins High School 1990 — 1994
High School, English Language and Literature, General
Zach Kinser Zach Kinser's Raymond James Financial Inc. Experience May 2007 - April 2010
Job Real Estate Agent at ColliersInternational
Industry Commercial Real Estate
Experience
Colliers-International October 2012 - Present
Colliers-International May 2010 - September 2012
Raymond James Financial, Inc. May 2007 - April 2010
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor's Degree, Marketing
Colliers-International October 2012 - Present
Colliers-International May 2010 - September 2012
Raymond James Financial, Inc. May 2007 - April 2010
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor's Degree, Marketing
Amanda Entenberg's Raymond James Financial Inc. Experience May 2015 - Present
Job Business Development Consultant
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Academy for Adult Learning August 2014 - Present
Pennsylvania Interscholastic Athletic Association September 2012 - Present
The Business Route™ February 2015 - May 2015
Misc January 2007 - December 2014
British Chamber of Commerce in Japan May 2014 - August 2014
Atomic Extinguisher May 2013 - August 2014
Towers Watson June 2011 - September 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Statistics, Friendly Personality, Microsoft Office, Work Ethic, Reliability, Customer Service, Teamwork, Public Speaking, Time Management, Entrepreneurship, Detail-Oriented, Problem Solving, Corporate Finance, International Economics
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor's degree, Finance and Economics
Temple University Japan 2014 — 2014
Finance
Central Bucks South High School 2009 — 2012
Raymond James Financial, Inc. May 2015 - Present
Academy for Adult Learning August 2014 - Present
Pennsylvania Interscholastic Athletic Association September 2012 - Present
The Business Route™ February 2015 - May 2015
Misc January 2007 - December 2014
British Chamber of Commerce in Japan May 2014 - August 2014
Atomic Extinguisher May 2013 - August 2014
Towers Watson June 2011 - September 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Statistics, Friendly Personality, Microsoft Office, Work Ethic, Reliability, Customer Service, Teamwork, Public Speaking, Time Management, Entrepreneurship, Detail-Oriented, Problem Solving, Corporate Finance, International Economics
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor's degree, Finance and Economics
Temple University Japan 2014 — 2014
Finance
Central Bucks South High School 2009 — 2012
Lauren Scalise's Raymond James Financial Inc. Experience March 2012 - Present
Job NWN
Industry Information Technology and Services
Experience
NWN Corporation August 2015 - Present
Raymond James Financial, Inc. March 2012 - Present
Enterprise Rent-A-Car November 2010 - March 2012
KTSW(89.9) University Radio Station August 2009 - May 2010
Skills
Public Speaking, Project Planning, Marketing Communications
Education
Texas State University 2006 — 2010
BA, Public Relations
Cypress Creek High School 2002 — 2006
Escuela de Amore
NWN Corporation August 2015 - Present
Raymond James Financial, Inc. March 2012 - Present
Enterprise Rent-A-Car November 2010 - March 2012
KTSW(89.9) University Radio Station August 2009 - May 2010
Skills
Public Speaking, Project Planning, Marketing Communications
Education
Texas State University 2006 — 2010
BA, Public Relations
Cypress Creek High School 2002 — 2006
Escuela de Amore
Linda Harris Linda Harris's Raymond James Financial Inc. Experience January 2006 - June 2009
Job
Industry Banking
Experience
La Nail and Spa July 2010 - March 2012
Shamrock Communications September 2009 - June 2010
Shamrock Communications March 2008 - August 2009
Raymond James Financial, Inc. January 2006 - June 2009
New Century Mortgage August 2000 - December 2004
Skills
Mortgage Lending, Microsoft Office, Microsoft Excel, Microsoft Word, Direct Sales, Business Management, Sales Process, Receptionist Duties, Radio Advertising, Payroll
Education
Tulsa Community College 2011 — 2012
Business/Commerce, General
La Nail and Spa July 2010 - March 2012
Shamrock Communications September 2009 - June 2010
Shamrock Communications March 2008 - August 2009
Raymond James Financial, Inc. January 2006 - June 2009
New Century Mortgage August 2000 - December 2004
Skills
Mortgage Lending, Microsoft Office, Microsoft Excel, Microsoft Word, Direct Sales, Business Management, Sales Process, Receptionist Duties, Radio Advertising, Payroll
Education
Tulsa Community College 2011 — 2012
Business/Commerce, General
Jonathan Egger Jonathan Egger's Raymond James Financial Inc. Experience March 2015 - Present
Job Application Developer at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
JPMorgan Chase & Co. May 2007 - March 2015
BMC Software April 2000 - May 2007
Honeywell April 1996 - April 2000
Skills
Software Development, Team Management, Core Java, Java Web Services, Unit Testing, Payment Gateways, Mobile Payments, Agile Methodologies, Integration, SDLC, Scrum
Education
University of Florida 1991 — 1996
Bachelor of Science (B.S.), Computer Engineering
Raymond James Financial, Inc. March 2015 - Present
JPMorgan Chase & Co. May 2007 - March 2015
BMC Software April 2000 - May 2007
Honeywell April 1996 - April 2000
Skills
Software Development, Team Management, Core Java, Java Web Services, Unit Testing, Payment Gateways, Mobile Payments, Agile Methodologies, Integration, SDLC, Scrum
Education
University of Florida 1991 — 1996
Bachelor of Science (B.S.), Computer Engineering
Aaron Kistler, CAIA Aaron Kistler, CAIA's Raymond James Financial Inc. Experience October 2012 - Present
Job Alternative Investments Analyst at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. October 2012 - Present
Lockheed Martin August 2011 - October 2012
Education
University of Central Florida 2009 — 2011
Bachelor's Degree, Finance, General
University of South Florida 2007 — 2009
Associate's Degree, Business Administration and Management, General
Raymond James Financial, Inc. October 2012 - Present
Lockheed Martin August 2011 - October 2012
Education
University of Central Florida 2009 — 2011
Bachelor's Degree, Finance, General
University of South Florida 2007 — 2009
Associate's Degree, Business Administration and Management, General
Michael Machak Michael Machak's Raymond James Financial Inc. Experience September 2015 - Present
Job Incoming Health Care Investment Banking Analyst at Raymond James
Industry Investment Banking
Experience
Vail Resorts October 2015 - Present
Raymond James Financial, Inc. September 2015 - Present
First Tennessee Bank June 2015 - July 2015
RGL Advisors May 2015 - June 2015
Skills
Microsoft Word, Microsoft Excel, Customer Service, Leadership, Teamwork, English, Risk Management, Data Analysis, Microsoft Office, PowerPoint, Research, Public Speaking, Analysis, Financial Modeling
Education
Vanderbilt University 2012 — 2015
Bachelor of Arts (BA), Economics & History, Senior
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer Classes, Business/Managerial Economics, Sophomore
Cistercian Preparatory School 2008 — 2012
High School
Vail Resorts October 2015 - Present
Raymond James Financial, Inc. September 2015 - Present
First Tennessee Bank June 2015 - July 2015
RGL Advisors May 2015 - June 2015
Skills
Microsoft Word, Microsoft Excel, Customer Service, Leadership, Teamwork, English, Risk Management, Data Analysis, Microsoft Office, PowerPoint, Research, Public Speaking, Analysis, Financial Modeling
Education
Vanderbilt University 2012 — 2015
Bachelor of Arts (BA), Economics & History, Senior
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer Classes, Business/Managerial Economics, Sophomore
Cistercian Preparatory School 2008 — 2012
High School
Sarah Parsley's Raymond James Financial Inc. Experience December 2008 - December 2009
Job Universal Banker at First Advantage Bank (FABK)
Industry Banking
Experience
First Advantage Bank (FABK) May 2013 - Present
Averitt Express September 2010 - May 2013
Raymond James Financial, Inc. December 2008 - December 2009
Skills
Financial Analysis, Small Business Lending, Credit Analysis, Consumer Lending, Retail Banking, Customer Service
Education
Tennessee Technological University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Finance
First Advantage Bank (FABK) May 2013 - Present
Averitt Express September 2010 - May 2013
Raymond James Financial, Inc. December 2008 - December 2009
Skills
Financial Analysis, Small Business Lending, Credit Analysis, Consumer Lending, Retail Banking, Customer Service
Education
Tennessee Technological University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Finance
James J. Allman II James J. Allman II's Raymond James Financial Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial, Inc. May 2014 - August 2014
Gries Investment Funds May 2013 - May 2014
Peoplewings May 2012 - August 2012
Skills
Mergers & Acquisitions, M&A Modeling, Distressed M&A, DCF Valuation, LBO, Private Placements, Capital Raising, Investment Banking, Alternative Investments, Equity Valuation, Investment Valuation, Business Valuation, Valuation, Private Equity, Equity Research, Equity Capital Markets, Financial Modeling, Financial Analysis, Industry Analysis, Financial Markets, Capital Markets, Due Diligence, Distressed Debt, Debt Restructuring, Venture Capital, Managerial Finance, Financial Accounting, Managerial Accounting, Financial Statement..., Bloomberg Terminal, Capital IQ, Microsoft Office, Microsoft Word, Microsoft Excel, Presentations, Leadership, Negotiation, Management, Marketing, Motivational Speaking, Professional Speaking, Professional Writing
Education
University of Florida - Warrington College Of Business 2011 — 2015
Bachelor of Business Administration (BBA), Economics, Concentration - Finance, Accounting
University of Florida - Warrington College of Business Administration 2011 — 2015
Minor, Entrepreneurship
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial, Inc. May 2014 - August 2014
Gries Investment Funds May 2013 - May 2014
Peoplewings May 2012 - August 2012
Skills
Mergers & Acquisitions, M&A Modeling, Distressed M&A, DCF Valuation, LBO, Private Placements, Capital Raising, Investment Banking, Alternative Investments, Equity Valuation, Investment Valuation, Business Valuation, Valuation, Private Equity, Equity Research, Equity Capital Markets, Financial Modeling, Financial Analysis, Industry Analysis, Financial Markets, Capital Markets, Due Diligence, Distressed Debt, Debt Restructuring, Venture Capital, Managerial Finance, Financial Accounting, Managerial Accounting, Financial Statement..., Bloomberg Terminal, Capital IQ, Microsoft Office, Microsoft Word, Microsoft Excel, Presentations, Leadership, Negotiation, Management, Marketing, Motivational Speaking, Professional Speaking, Professional Writing
Education
University of Florida - Warrington College Of Business 2011 — 2015
Bachelor of Business Administration (BBA), Economics, Concentration - Finance, Accounting
University of Florida - Warrington College of Business Administration 2011 — 2015
Minor, Entrepreneurship
Yuvraj Shah Yuvraj Shah's Raymond James Financial Inc. Experience June 2015 - August 2015
Job Student Assistant at UCF Finance and Accounting
Industry Accounting
Experience
Raymond James Financial, Inc. June 2015 - August 2015
UCF Finance & Accounting January 2015 - April 2015
University of Central Florida August 2014 - January 2015
Jacksonville Hindu Day Camp June 2012 - June 2014
Skills
Leadership, Microsoft Excel, Management, Teamwork, Customer Service, Public Speaking, PeopleSoft, Data Entry, Project Management, Microsoft Office, Microsoft Word, PowerPoint, Event Planning, Time Management
Education
University of Central Florida 2013 — 2017
Accounting and Finance
Raymond James Financial, Inc. June 2015 - August 2015
UCF Finance & Accounting January 2015 - April 2015
University of Central Florida August 2014 - January 2015
Jacksonville Hindu Day Camp June 2012 - June 2014
Skills
Leadership, Microsoft Excel, Management, Teamwork, Customer Service, Public Speaking, PeopleSoft, Data Entry, Project Management, Microsoft Office, Microsoft Word, PowerPoint, Event Planning, Time Management
Education
University of Central Florida 2013 — 2017
Accounting and Finance
Becca Factor Becca Factor's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Professional Clothier at Tom James Company
Industry
Experience
Tom James Company 2015 - Present
IDR, Inc. January 2015 - May 2015
Raymond James Financial, Inc. May 2014 - August 2014
Skills
Microsoft Office, Time Management, Event Planning, Public Speaking, Microsoft Excel, PowerPoint, Research, Teamwork, Social Media, Fashion, Apparel, Direct Sales, Sales Presentations, Relationship Building, Tailoring, Customer Service
Education
University of Alabama 2011 — 2015
Bachelor of Commerce, Business Administration, Marketing, Sales, & Human Resources, Summa Cum Laude
Tom James Company 2015 - Present
IDR, Inc. January 2015 - May 2015
Raymond James Financial, Inc. May 2014 - August 2014
Skills
Microsoft Office, Time Management, Event Planning, Public Speaking, Microsoft Excel, PowerPoint, Research, Teamwork, Social Media, Fashion, Apparel, Direct Sales, Sales Presentations, Relationship Building, Tailoring, Customer Service
Education
University of Alabama 2011 — 2015
Bachelor of Commerce, Business Administration, Marketing, Sales, & Human Resources, Summa Cum Laude
Craig Willingham's Raymond James Financial Inc. Experience March 1984 - Present
Job Senior Vice President | Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. March 1984 - Present
Skills
Series 7, Fixed Income
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), International Business
Raymond James Financial, Inc. March 1984 - Present
Skills
Series 7, Fixed Income
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), International Business
Rebecca Dukarski Rebecca Dukarski's Raymond James Financial Inc. Experience December 2014 - Present
Job Account Coordinator at The Food Group
Industry Marketing and Advertising
Experience
The Food Group June 2015 - Present
Raymond James Financial, Inc. December 2014 - Present
WilsonHCG May 2014 - December 2014
Kappa Alpha Theta December 2012 - June 2013
Skills
Marketing, Social Media, Team Management, People Skills, Passion for Success, Recruiting, Interviews, Human Resources, Team Leadership, Cultural Awareness, Passion for Helping..., Intellectually Curious, Brand Implementation, Facebook, Sourcing, Social Learning, Customer Service, Applicant Tracking..., Talent Acquisition, Content Writing
Education
University of Tampa - John H. Sykes College of Business 2011 — 2015
Bachelor of Science (B.S.), International Business and Management, Senior
Universidad Pablo de Olavide 2013 — 2013
International Business, Junior
The Food Group June 2015 - Present
Raymond James Financial, Inc. December 2014 - Present
WilsonHCG May 2014 - December 2014
Kappa Alpha Theta December 2012 - June 2013
Skills
Marketing, Social Media, Team Management, People Skills, Passion for Success, Recruiting, Interviews, Human Resources, Team Leadership, Cultural Awareness, Passion for Helping..., Intellectually Curious, Brand Implementation, Facebook, Sourcing, Social Learning, Customer Service, Applicant Tracking..., Talent Acquisition, Content Writing
Education
University of Tampa - John H. Sykes College of Business 2011 — 2015
Bachelor of Science (B.S.), International Business and Management, Senior
Universidad Pablo de Olavide 2013 — 2013
International Business, Junior
Amy Taylor Newberg Amy Taylor Newberg's Raymond James Financial Inc. Experience June 2015 - Present
Job Sr Manager, Talent Assessment at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. September 2012 - June 2015
Raymond James Financial Inc. July 2011 - September 2012
University of South Florida January 2011 - May 2011
Raymond James Financial Inc. February 2008 - October 2010
Raymond James Financial Inc. May 2007 - February 2008
Skills
Job Analysis, Organizational..., Talent Management, Leadership, Performance Management, Succession Planning, 360 Feedback, Leadership Development, HR Consulting, Employee Training, Benefits Administration, Employee Engagement, Career Development, HR Policies, Talent Acquisition, Onboarding, New Hire Orientations, Organizational..., Organizational Design
Education
University of Florida
BS, Psychology
University of South Florida
PhD, Industrial/Organizational Psychology
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. September 2012 - June 2015
Raymond James Financial Inc. July 2011 - September 2012
University of South Florida January 2011 - May 2011
Raymond James Financial Inc. February 2008 - October 2010
Raymond James Financial Inc. May 2007 - February 2008
Skills
Job Analysis, Organizational..., Talent Management, Leadership, Performance Management, Succession Planning, 360 Feedback, Leadership Development, HR Consulting, Employee Training, Benefits Administration, Employee Engagement, Career Development, HR Policies, Talent Acquisition, Onboarding, New Hire Orientations, Organizational..., Organizational Design
Education
University of Florida
BS, Psychology
University of South Florida
PhD, Industrial/Organizational Psychology
CW Yao's Raymond James Financial Inc. Experience August 2013 - January 2014
Job Financial Analyst I at Five Bridges Advisors, LLC
Industry Financial Services
Experience
Five Bridges Advisors, LLC January 2015 - Present
Access Funding, LLC May 2014 - January 2015
US Department of Education January 2014 - May 2014
Raymond James Financial, Inc. August 2013 - January 2014
Skills
MATLAB, Project Management, Project Planning, Javelin, Bloomberg, Morningstar Office, Morningstar, Bloomberg Terminal, Financial Analysis, Risk Management, SQL, SAS, Microsoft Excel, VBA, Saleforce, Help Desk Support, MBS, ABS CDO, Valuation
Education
University of Maryland College Park 2012 — 2014
Master's degree, Finance, 3.7
Five Bridges Advisors, LLC January 2015 - Present
Access Funding, LLC May 2014 - January 2015
US Department of Education January 2014 - May 2014
Raymond James Financial, Inc. August 2013 - January 2014
Skills
MATLAB, Project Management, Project Planning, Javelin, Bloomberg, Morningstar Office, Morningstar, Bloomberg Terminal, Financial Analysis, Risk Management, SQL, SAS, Microsoft Excel, VBA, Saleforce, Help Desk Support, MBS, ABS CDO, Valuation
Education
University of Maryland College Park 2012 — 2014
Master's degree, Finance, 3.7
Kirk Forrest's Raymond James Financial Inc. Experience June 2015 - August 2015
Job Investment Strategy Intern at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - August 2015
Raymond James Financial Inc. May 2014 - August 2014
St. Petersburg Yacht Club 2011 - 2012
Skills
Problem Solving, Leadership, Teamwork, Idea Incubation, Critical Thinking, Microsoft Excel, Presentations, Communication, Research, Investment Strategies, Product Innovation, Report Writing, Security Analysis, Asset Allocation, Equities, Fixed Income, Mutual Funds, Relationship Building, Matlab, Strategic Thinking, Budgeting, Mathematics, Economics, Travel, Marketing
Education
University of Florida 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Economics
Raymond James Financial, Inc. June 2015 - August 2015
Raymond James Financial Inc. May 2014 - August 2014
St. Petersburg Yacht Club 2011 - 2012
Skills
Problem Solving, Leadership, Teamwork, Idea Incubation, Critical Thinking, Microsoft Excel, Presentations, Communication, Research, Investment Strategies, Product Innovation, Report Writing, Security Analysis, Asset Allocation, Equities, Fixed Income, Mutual Funds, Relationship Building, Matlab, Strategic Thinking, Budgeting, Mathematics, Economics, Travel, Marketing
Education
University of Florida 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Economics
Caitlin Brown's Raymond James Financial Inc. Experience June 2014 - Present
Job Service Advisor
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2014 - Present
ADP October 2012 - June 2014
Personal Assistant September 2011 - May 2012
Webber International University February 2011 - September 2011
Pepperz Catering August 2006 - May 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Public Speaking, Teamwork, Windows, English, Leadership, Management, Recruiting, Establishing Strategic..., Establishing..., Communication, Problem Solving, Business Analysis, Training, Account Management
Education
University of Florida 2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Raymond James Financial, Inc. June 2014 - Present
ADP October 2012 - June 2014
Personal Assistant September 2011 - May 2012
Webber International University February 2011 - September 2011
Pepperz Catering August 2006 - May 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Public Speaking, Teamwork, Windows, English, Leadership, Management, Recruiting, Establishing Strategic..., Establishing..., Communication, Problem Solving, Business Analysis, Training, Account Management
Education
University of Florida 2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Neil Tagaras Neil Tagaras's Raymond James Financial Inc. Experience August 2014 - Present
Job Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2014 - Present
Wells Fargo Advisors,LLC January 2009 - August 2014
Wells Fargo Advisors January 2009 - August 2014
Skills
Retirement Planning, 401k, 401k Rollovers, Wealth Management, Asset Management, Mutual Funds, College Savings Plans
Education
University of Connecticut 1972 — 1976
Bachelor's degree, Finance, General
Raymond James Financial, Inc. August 2014 - Present
Wells Fargo Advisors,LLC January 2009 - August 2014
Wells Fargo Advisors January 2009 - August 2014
Skills
Retirement Planning, 401k, 401k Rollovers, Wealth Management, Asset Management, Mutual Funds, College Savings Plans
Education
University of Connecticut 1972 — 1976
Bachelor's degree, Finance, General
Mary Margaret Doyle Mary Margaret Doyle's Raymond James Financial Inc. Experience May 2015 - Present
Job Summer Intern at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Bank of Pensacola May 2013 - August 2013
Engineered Cooling Services May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Teamwork, Time Management, Fundraising, Report Writing, Public Speaking, Project Planning, Problem Solving, Technical Writing, Sales
Education
University of Alabama 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, Professional Sales
Raymond James Financial, Inc. May 2015 - Present
Bank of Pensacola May 2013 - August 2013
Engineered Cooling Services May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Teamwork, Time Management, Fundraising, Report Writing, Public Speaking, Project Planning, Problem Solving, Technical Writing, Sales
Education
University of Alabama 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, Professional Sales
Chris W Skelton, MBA's Raymond James Financial Inc. Experience August 2015 - Present
Job Banking Consultant at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors September 2010 - January 2014
PNC Bank December 2003 - September 2010
National City Bank December 2004 - December 2006
Skills
Financial Analysis, Credit, Asset Based Lending, Mortgage Lending, Commercial Lending, Securities Lending, Business Development, Management, Leadership, Real Estate Economics, Series 7, Consulting, Business Strategy, Strategic Planning
Education
University of Louisville 2004 — 2006
MBA, Business Management, Finance, Accounting, Healthcare Management
University of Kentucky 2000 — 2004
Bachelors, Finance
Raymond James Financial, Inc. August 2015 - Present
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors September 2010 - January 2014
PNC Bank December 2003 - September 2010
National City Bank December 2004 - December 2006
Skills
Financial Analysis, Credit, Asset Based Lending, Mortgage Lending, Commercial Lending, Securities Lending, Business Development, Management, Leadership, Real Estate Economics, Series 7, Consulting, Business Strategy, Strategic Planning
Education
University of Louisville 2004 — 2006
MBA, Business Management, Finance, Accounting, Healthcare Management
University of Kentucky 2000 — 2004
Bachelors, Finance
James Ding's Raymond James Financial Inc. Experience June 2015 - Present
Job Equity Research Associate at Raymond James
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Headwaters MB May 2014 - August 2014
Avison Young Commercial Real Estate May 2013 - August 2013
The Management Trust May 2012 - August 2012
Skills
Investment Banking, Microsoft Excel, Financial Analysis, PowerPoint, Financial Accounting, Teamwork, Microsoft Word, Time Management, Microsoft Office, Data Analysis, Access, Accounting, Customer Service, Outlook, QuickBooks, SAP, Spanish
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Accounting Minor
Northwood High
Raymond James Financial, Inc. June 2015 - Present
Headwaters MB May 2014 - August 2014
Avison Young Commercial Real Estate May 2013 - August 2013
The Management Trust May 2012 - August 2012
Skills
Investment Banking, Microsoft Excel, Financial Analysis, PowerPoint, Financial Accounting, Teamwork, Microsoft Word, Time Management, Microsoft Office, Data Analysis, Access, Accounting, Customer Service, Outlook, QuickBooks, SAP, Spanish
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Accounting Minor
Northwood High
Lee Hardin Lee Hardin's Raymond James Financial Inc. Experience April 2015 - Present
Job Acquisitions Analyst, Raymond James Tax Credit Funds, Inc.
Industry Real Estate
Experience
Raymond James Financial, Inc. April 2015 - Present
Citi July 2014 - March 2015
Pinnacle Security May 2012 - July 2012
Alachua County Office of Management and Budget January 2012 - May 2012
Perfect Stix LLC June 2011 - August 2011
Rossway, Moore, and Taylor Law Firm May 2008 - July 2008
Skills
Research, Reporting & Analysis, Financial Modeling, Professional..., Report Writing, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word
Education
UF Hough Graduate School of Business 2012 — 2013
Masters in International Business, GPA 3.9/4.0
University of Florida 2008 — 2012
Bachelor of Science in Business Administration, Finance, Cum Laude, GPA 3.8/4.0
Raymond James Financial, Inc. April 2015 - Present
Citi July 2014 - March 2015
Pinnacle Security May 2012 - July 2012
Alachua County Office of Management and Budget January 2012 - May 2012
Perfect Stix LLC June 2011 - August 2011
Rossway, Moore, and Taylor Law Firm May 2008 - July 2008
Skills
Research, Reporting & Analysis, Financial Modeling, Professional..., Report Writing, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word
Education
UF Hough Graduate School of Business 2012 — 2013
Masters in International Business, GPA 3.9/4.0
University of Florida 2008 — 2012
Bachelor of Science in Business Administration, Finance, Cum Laude, GPA 3.8/4.0
Alexandra Choinski's Raymond James Financial Inc. Experience June 2015 - Present
Job Account Coordinator at Raymond James Financial, Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial, Inc. January 2015 - May 2015
Legg Mason June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, English, Windows, Research, Outlook, Teaching, Photoshop, Strategic Planning, Budgets, Social Media, Marketing, Social Media Marketing
Education
University of Tampa - John H. Sykes College of Business 2011 — 2015
Bachelor of Science (BS), Marketing
Università degli Studi di Firenze 2013 — 2014
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial, Inc. January 2015 - May 2015
Legg Mason June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, English, Windows, Research, Outlook, Teaching, Photoshop, Strategic Planning, Budgets, Social Media, Marketing, Social Media Marketing
Education
University of Tampa - John H. Sykes College of Business 2011 — 2015
Bachelor of Science (BS), Marketing
Università degli Studi di Firenze 2013 — 2014
Tuyen Tu Tuyen Tu's Raymond James Financial Inc. Experience July 2014 - Present
Job VP, Private Client Group Cash Solutions at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial December 2013 - June 2014
Raymond James Financial Inc. January 2012 - December 2013
Raymond James Financial Inc. June 2006 - December 2011
Raymond James Financial Inc. November 2002 - June 2006
PricewaterhouseCoopers 1999 - 2002
Skills
Financial Reporting, Mutual Funds, Financial Modeling, Asset Management, Portfolio Management, Program Management, Series 7, Financial Services, Investments, Wealth Management, Securities, Equities, Fixed Income, SDLC, Business Analysis, Risk Management, Process Improvement, Strategic Financial...
Education
University of Florida 1995 — 1999
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial December 2013 - June 2014
Raymond James Financial Inc. January 2012 - December 2013
Raymond James Financial Inc. June 2006 - December 2011
Raymond James Financial Inc. November 2002 - June 2006
PricewaterhouseCoopers 1999 - 2002
Skills
Financial Reporting, Mutual Funds, Financial Modeling, Asset Management, Portfolio Management, Program Management, Series 7, Financial Services, Investments, Wealth Management, Securities, Equities, Fixed Income, SDLC, Business Analysis, Risk Management, Process Improvement, Strategic Financial...
Education
University of Florida 1995 — 1999
Richard Serota Richard Serota's Raymond James Financial Inc. Experience April 2007 - May 2008
Job Senior Associate at Grant Thornton LLP
Industry Mechanical or Industrial Engineering
Experience
Grant Thornton LLP July 2015 - Present
United States Postal Service July 2013 - July 2015
University of Florida January 2012 - December 2012
Raymond James & Associates, Inc May 2008 - December 2011
Raymond James Financial, Inc. April 2007 - May 2008
Walt Disney World June 2006 - December 2006
Walt Disney World January 2006 - June 2006
National Association of College and University Residence Halls, Inc. February 2001 - May 2005
Skills
Microsoft Office, Team Building, PowerPoint, Excel, Word, SAP, Workbrain, Industrial Engineering, Soccer, Leadership, Business Analysis, Microsoft Word, Recruiting, Project Management, Budgets, Microsoft Excel, Customer Service, Inventory Management, Team Leadership, Access, Data Analysis, Process Improvement, Public Speaking, Operations Management, Forecasting, Coaching, Change Management, Manufacturing, Training, MS Project, Financial Analysis, Risk Management, Statistics, Databases, Research, Windows, Supply Chain Management, Program Management, Strategic Planning, Engineering, Management, Spanish, Analysis, Visio, Lean Manufacturing, Six Sigma, Project Planning, Business Strategy, Technical Writing, Earned Value Management
Education
University of Florida 2012 — 2012
Industrial Engineering
University of Florida 2000 — 2007
BS, Industrial Engineering
Center for Advanced Technologies 1995 — 2000
High School
Grant Thornton LLP July 2015 - Present
United States Postal Service July 2013 - July 2015
University of Florida January 2012 - December 2012
Raymond James & Associates, Inc May 2008 - December 2011
Raymond James Financial, Inc. April 2007 - May 2008
Walt Disney World June 2006 - December 2006
Walt Disney World January 2006 - June 2006
National Association of College and University Residence Halls, Inc. February 2001 - May 2005
Skills
Microsoft Office, Team Building, PowerPoint, Excel, Word, SAP, Workbrain, Industrial Engineering, Soccer, Leadership, Business Analysis, Microsoft Word, Recruiting, Project Management, Budgets, Microsoft Excel, Customer Service, Inventory Management, Team Leadership, Access, Data Analysis, Process Improvement, Public Speaking, Operations Management, Forecasting, Coaching, Change Management, Manufacturing, Training, MS Project, Financial Analysis, Risk Management, Statistics, Databases, Research, Windows, Supply Chain Management, Program Management, Strategic Planning, Engineering, Management, Spanish, Analysis, Visio, Lean Manufacturing, Six Sigma, Project Planning, Business Strategy, Technical Writing, Earned Value Management
Education
University of Florida 2012 — 2012
Industrial Engineering
University of Florida 2000 — 2007
BS, Industrial Engineering
Center for Advanced Technologies 1995 — 2000
High School
Derrik Coon Derrik Coon's Raymond James Financial Inc. Experience January 2015 - Present
Job Systems Engineer at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial, Inc. October 2009 - January 2015
Raymond James Financial, Inc. June 2008 - October 2009
Raymond James Financial, Inc. October 2006 - June 2008
Raymond James Financial Inc. June 2005 - October 2006
Skills
Jboss EAP 6, Oracle Weblogic Server, IIS, WebSphere Application..., Apache httpd, Apache Tomcat, WebSphere Message Broker, Disaster Recovery, Windows Server, Systems Analysis, Enterprise Architecture, Powershell, System Administration, ITIL, Technical Support, Troubleshooting, Integration, Operating Systems, SSRS, SDLC, Business Analysis, Requirements Analysis, Software Documentation, Requirements Gathering, Oracle Entitlements..., Oracle Enterprise..., SailPoint IdentityIQ
Education
DeVry University 2003 — 2005
BSBA, Technical Management
Valencia Community College 2001 — 2003
Associate of Arts (AA), Management Information Systems, General
University of Central Florida
Information Technology
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial, Inc. October 2009 - January 2015
Raymond James Financial, Inc. June 2008 - October 2009
Raymond James Financial, Inc. October 2006 - June 2008
Raymond James Financial Inc. June 2005 - October 2006
Skills
Jboss EAP 6, Oracle Weblogic Server, IIS, WebSphere Application..., Apache httpd, Apache Tomcat, WebSphere Message Broker, Disaster Recovery, Windows Server, Systems Analysis, Enterprise Architecture, Powershell, System Administration, ITIL, Technical Support, Troubleshooting, Integration, Operating Systems, SSRS, SDLC, Business Analysis, Requirements Analysis, Software Documentation, Requirements Gathering, Oracle Entitlements..., Oracle Enterprise..., SailPoint IdentityIQ
Education
DeVry University 2003 — 2005
BSBA, Technical Management
Valencia Community College 2001 — 2003
Associate of Arts (AA), Management Information Systems, General
University of Central Florida
Information Technology
Muriel Francis-Hoyle's Raymond James Financial Inc. Experience April 2015 - Present
Job Administrative Assistant at Raymond James Financial, Inc.
Industry Human Resources
Experience
Raymond James Financial, Inc. April 2015 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
University of California, Irvine 2014 — 2018
North Scott Senior High 2010 — 2014
Raymond James Financial, Inc. April 2015 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
University of California, Irvine 2014 — 2018
North Scott Senior High 2010 — 2014
Scott Nocco's Raymond James Financial Inc. Experience May 2015 - Present
Job Alternative Investments Group Product Specialist at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Jabil May 2014 - May 2015
ChaCha July 2013 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, SAP ERP, Microsoft Publisher, Financial Accounting, MySQL, Access, PowerPoint, Microsoft Word, Windows 7, Financial Analysis, Financial Reporting, SAP, Accounts Payable, Visio, Business Analysis, Outlook, Forecasting, SharePoint
Education
University of Tampa - John H. Sykes College of Business 2012 — 2014
Bachelor of Science (B.S.), Finance, 4.00
University of California, Santa Barbara 2010 — 2012
Economics
Raymond James Financial, Inc. May 2015 - Present
Jabil May 2014 - May 2015
ChaCha July 2013 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, SAP ERP, Microsoft Publisher, Financial Accounting, MySQL, Access, PowerPoint, Microsoft Word, Windows 7, Financial Analysis, Financial Reporting, SAP, Accounts Payable, Visio, Business Analysis, Outlook, Forecasting, SharePoint
Education
University of Tampa - John H. Sykes College of Business 2012 — 2014
Bachelor of Science (B.S.), Finance, 4.00
University of California, Santa Barbara 2010 — 2012
Economics
Dwight Arnold Dwight Arnold's Raymond James Financial Inc. Experience April 2001 - Present
Job Owner Crossbridge Wealth Strategies, LLC
Industry Investment Management
Experience
Raymond James Financial, Inc. April 2001 - Present
Dwight W. Arnold, CPA, P.C. 1984 - 2010
Skills
Investment Strategies, Investment Advisory, Retirement Planning, Retirement Income..., Investments, Financial Planning, Wealth Management
Education
Texas A&M University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Raymond James Financial, Inc. April 2001 - Present
Dwight W. Arnold, CPA, P.C. 1984 - 2010
Skills
Investment Strategies, Investment Advisory, Retirement Planning, Retirement Income..., Investments, Financial Planning, Wealth Management
Education
Texas A&M University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Nicholas Narine's Raymond James Financial Inc. Experience August 2011 - December 2011
Job Financial Analyst FP&A
Industry Financial Services
Experience
Starwood Vacation Ownership September 2015 - Present
Verizon October 2014 - Present
Verizon October 2013 - October 2014
Riptide Software, Inc August 2013 - October 2013
Hard Rock International January 2013 - August 2013
Nutech National December 2011 - December 2012
Raymond James Financial, Inc. August 2011 - December 2011
Education
University of Central Florida 2009 — 2013
Bachelor’s Degree, Accounting
Starwood Vacation Ownership September 2015 - Present
Verizon October 2014 - Present
Verizon October 2013 - October 2014
Riptide Software, Inc August 2013 - October 2013
Hard Rock International January 2013 - August 2013
Nutech National December 2011 - December 2012
Raymond James Financial, Inc. August 2011 - December 2011
Education
University of Central Florida 2009 — 2013
Bachelor’s Degree, Accounting
Dennis Sole Dennis Sole's Raymond James Financial Inc. Experience March 2010 - Present
Job
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2010 - Present
Skills
Portfolio Management, Financial Analysis, Microsoft Office, Investments, Microsoft Word, Financial Planning, Research, Microsoft Excel, Management
Education
University of California, Los Angeles 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Finance, General
Raymond James Financial, Inc. March 2010 - Present
Skills
Portfolio Management, Financial Analysis, Microsoft Office, Investments, Microsoft Word, Financial Planning, Research, Microsoft Excel, Management
Education
University of California, Los Angeles 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Finance, General
Brad Bond CFP®, CPA's Raymond James Financial Inc. Experience August 2012 - Present
Job
Industry Financial Services
Experience
Raymond James Financial Inc. August 2012 - Present
Raymond James Financial, Inc. July 2002 - August 2012
PricewaterhouseCoopers LLP October 1997 - June 2002
Education
University of Florida - Warrington College of Business Administration 1992 — 1997
Masters
Raymond James Financial Inc. August 2012 - Present
Raymond James Financial, Inc. July 2002 - August 2012
PricewaterhouseCoopers LLP October 1997 - June 2002
Education
University of Florida - Warrington College of Business Administration 1992 — 1997
Masters
C F's Raymond James Financial Inc. Experience June 2010 - June 2011
Job Project Management | Event Planning | Recruiting | Operations
Industry Management Consulting
Experience
KCMco Photography May 2015 - Present
KCM Events May 2015 - Present
Deloitte May 2014 - May 2015
Mercer September 2011 - April 2014
Raymond James Financial, Inc. June 2010 - June 2011
McKinsey & Company 2006 - 2008
A.T. Kearney 2000 - 2001
Children's Medical Center of Dallas 1999 - 2000
Deloitte Consulting 1997 - 1999
Texas A&M University Athletic Department 1994 - 1996
Skills
Recruiting, College Recruiting, Leadership, Strategy, Onboarding, Talent Management, Training, Talent Acquisition, Applicant Tracking..., Career Development, Project Management, Marketing, Technical Recruiting, Budgets, Event Planning, Relationship Management, Account Management, Vendor Relationships, Budget Management, Meeting Planning, Sponsorship, Contract Negotiation, Fundraising
Education
Texas A&M University
BS
KCMco Photography May 2015 - Present
KCM Events May 2015 - Present
Deloitte May 2014 - May 2015
Mercer September 2011 - April 2014
Raymond James Financial, Inc. June 2010 - June 2011
McKinsey & Company 2006 - 2008
A.T. Kearney 2000 - 2001
Children's Medical Center of Dallas 1999 - 2000
Deloitte Consulting 1997 - 1999
Texas A&M University Athletic Department 1994 - 1996
Skills
Recruiting, College Recruiting, Leadership, Strategy, Onboarding, Talent Management, Training, Talent Acquisition, Applicant Tracking..., Career Development, Project Management, Marketing, Technical Recruiting, Budgets, Event Planning, Relationship Management, Account Management, Vendor Relationships, Budget Management, Meeting Planning, Sponsorship, Contract Negotiation, Fundraising
Education
Texas A&M University
BS
Jenny W. Chang's Raymond James Financial Inc. Experience 2010 - 2013
Job Looking for BestInClass Software Sales Teams
Industry Information Technology and Services
Experience
Woelfel Research Inc 2013 - 2013
Raymond James Financial, Inc. 2010 - 2013
Pioneer Marketing Research, Inc. 2010 - 2011
MassMutual Financial Group 2009 - 2010
Marcus & Millichap 2006 - 2008
Skills
Microsoft Excel, Research, Microsoft Office, Customer Service, Sales, Microsoft Word, Writing, Editing, Analysis, Sales Prospecting, Analytics, Interviews, Market Analysis, Negotiation, Proofreading, PowerPoint, Qualitative Research, Strategic Partnerships, Finance, SPSS, Strategic Planning, Leadership, Data Analysis, Financial Analysis, Marketing Strategy
Education
The University of Georgia
Bachelor of Arts (B.A.), Critical Thinking
Woelfel Research Inc 2013 - 2013
Raymond James Financial, Inc. 2010 - 2013
Pioneer Marketing Research, Inc. 2010 - 2011
MassMutual Financial Group 2009 - 2010
Marcus & Millichap 2006 - 2008
Skills
Microsoft Excel, Research, Microsoft Office, Customer Service, Sales, Microsoft Word, Writing, Editing, Analysis, Sales Prospecting, Analytics, Interviews, Market Analysis, Negotiation, Proofreading, PowerPoint, Qualitative Research, Strategic Partnerships, Finance, SPSS, Strategic Planning, Leadership, Data Analysis, Financial Analysis, Marketing Strategy
Education
The University of Georgia
Bachelor of Arts (B.A.), Critical Thinking
Nathan Strall's Raymond James Financial Inc. Experience June 2015 - Present
Job Vice President Financial Services Investment Banking
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Sterne Agee November 2014 - June 2015
Lancaster Pollard January 2013 - August 2014
Sterne Agee May 2009 - January 2013
Keefe, Bruyette & Woods (KBW) July 2006 - May 2009
Skills
Investment Banking, Mergers, Valuation, Financial Modeling, Private Placements, Corporate Finance, DCF, Due Diligence, Mergers & Acquisitions, Structured Finance, Finance, Capital Markets, Financial Analysis, Equities, Financial Structuring, Investments, Financial Services
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance
Raymond James Financial, Inc. June 2015 - Present
Sterne Agee November 2014 - June 2015
Lancaster Pollard January 2013 - August 2014
Sterne Agee May 2009 - January 2013
Keefe, Bruyette & Woods (KBW) July 2006 - May 2009
Skills
Investment Banking, Mergers, Valuation, Financial Modeling, Private Placements, Corporate Finance, DCF, Due Diligence, Mergers & Acquisitions, Structured Finance, Finance, Capital Markets, Financial Analysis, Equities, Financial Structuring, Investments, Financial Services
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance
Michael J. Rayel's Raymond James Financial Inc. Experience May 1999 - February 2002
Job Controller / Business Manager at Chestelm Health and Rehab
Industry Hospital & Health Care
Experience
Chestelm Health & Rehabilitation May 2012 - Present
Portland Care & Rehabilitation Centre Inc February 2011 - May 2012
Clearpoint Funding August 2008 - March 2010
New Century Mortgage 2004 - 2007
MetLife October 2002 - November 2004
AG Edwards February 2002 - October 2002
Raymond James Financial, Inc. May 1999 - February 2002
Skills
Finance, FHA, Financial Analysis, Risk Management, Financial Modeling, Loan Origination, Strategic Financial..., Process Improvement, Refinance, Financial Services
Education
University of Connecticut 2014 — 2014
Administrator in training program (AIT), Health/Health Care Administration/Management, A
The University of Connecticut School of Business 1996 — 1999
Bachelor's Degree, Finance
Chestelm Health & Rehabilitation May 2012 - Present
Portland Care & Rehabilitation Centre Inc February 2011 - May 2012
Clearpoint Funding August 2008 - March 2010
New Century Mortgage 2004 - 2007
MetLife October 2002 - November 2004
AG Edwards February 2002 - October 2002
Raymond James Financial, Inc. May 1999 - February 2002
Skills
Finance, FHA, Financial Analysis, Risk Management, Financial Modeling, Loan Origination, Strategic Financial..., Process Improvement, Refinance, Financial Services
Education
University of Connecticut 2014 — 2014
Administrator in training program (AIT), Health/Health Care Administration/Management, A
The University of Connecticut School of Business 1996 — 1999
Bachelor's Degree, Finance
Jason Garfield's Raymond James Financial Inc. Experience June 2015 - Present
Job Trust Investment Officer at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Thomas Financial Group March 2015 - May 2015
Goldman Sachs September 2010 - February 2015
Goldman Sachs July 2007 - September 2010
Commerce Bank 2004 - 2005
Skills
Investments, Trading, Bonds, Portfolio Management, Fixed Income, Bloomberg, Capital Markets, Mutual Funds, Wealth Management, Equities, Derivatives, Financial Analysis, Hedge Funds
Education
State University of New York at Albany 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services
Raymond James Financial, Inc. June 2015 - Present
Thomas Financial Group March 2015 - May 2015
Goldman Sachs September 2010 - February 2015
Goldman Sachs July 2007 - September 2010
Commerce Bank 2004 - 2005
Skills
Investments, Trading, Bonds, Portfolio Management, Fixed Income, Bloomberg, Capital Markets, Mutual Funds, Wealth Management, Equities, Derivatives, Financial Analysis, Hedge Funds
Education
State University of New York at Albany 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services
Eileen Carpenter's Raymond James Financial Inc. Experience January 2004 - Present
Job Performance Consultant at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. January 2004 - Present
Raymond James Financial, Inc. August 2002 - January 2004
Raymond James Financial, Inc. April 1998 - July 2002
McDonald's Corporation January 1996 - April 1998
McDonald's Corporation January 1993 - January 1996
McDonald's Corporation January 1993 - January 1996
McDonald's Corporation June 1986 - June 1988
Skills
Strategic Consulting, Process Consulting, Performance Consulting, Coaching, Presentation Coaching, Group Presentations, Technical Presentations, Team Leadership, Leadership Development, Project Facilitation, Large Group Facilitation, Strategic Planning..., Business Planning, Training Delivery, Interview Coaching, Career Counseling, Change Management, Managing Employees, Project Planning, SharePoint Designer, Microsoft Office, Business Process...
Education
University of Kansas 1984 — 1986
Bachelor of Science, Business Administration
Eastern Montana College 1981 — 1983
Accounting
Raymond James Financial, Inc. January 2004 - Present
Raymond James Financial, Inc. August 2002 - January 2004
Raymond James Financial, Inc. April 1998 - July 2002
McDonald's Corporation January 1996 - April 1998
McDonald's Corporation January 1993 - January 1996
McDonald's Corporation January 1993 - January 1996
McDonald's Corporation June 1986 - June 1988
Skills
Strategic Consulting, Process Consulting, Performance Consulting, Coaching, Presentation Coaching, Group Presentations, Technical Presentations, Team Leadership, Leadership Development, Project Facilitation, Large Group Facilitation, Strategic Planning..., Business Planning, Training Delivery, Interview Coaching, Career Counseling, Change Management, Managing Employees, Project Planning, SharePoint Designer, Microsoft Office, Business Process...
Education
University of Kansas 1984 — 1986
Bachelor of Science, Business Administration
Eastern Montana College 1981 — 1983
Accounting
Jack Jackson, CFP®, CIMA®'s Raymond James Financial Inc. Experience September 2014 - Present
Job Vice President Senior Asset Management Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. September 2013 - August 2014
Raymond James Financial Inc. November 2012 - August 2013
Raymond James Financial Services, Inc November 2011 - November 2012
Raymond James Financial, Inc. 2008 - October 2011
Raymond James Financial, Inc. January 2006 - January 2007
Raymond James Financial, Inc. June 2005 - December 2006
Skills
Series 4, Series 7, Series 24, Series 53, Series 66, Certified Financial..., Life Insurance, Mutual Funds, Health Insurance, Fixed Annuities, Asset Management, FINRA, Uniform Combined State..., Securities, Series 63, Wealth Management, Financial Advisory, Series 65, Retirement, Investment Advisory, Retirement Planning, Investments
Education
University of Denver 1999 — 2003
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. September 2013 - August 2014
Raymond James Financial Inc. November 2012 - August 2013
Raymond James Financial Services, Inc November 2011 - November 2012
Raymond James Financial, Inc. 2008 - October 2011
Raymond James Financial, Inc. January 2006 - January 2007
Raymond James Financial, Inc. June 2005 - December 2006
Skills
Series 4, Series 7, Series 24, Series 53, Series 66, Certified Financial..., Life Insurance, Mutual Funds, Health Insurance, Fixed Annuities, Asset Management, FINRA, Uniform Combined State..., Securities, Series 63, Wealth Management, Financial Advisory, Series 65, Retirement, Investment Advisory, Retirement Planning, Investments
Education
University of Denver 1999 — 2003
David Versage's Raymond James Financial Inc. Experience January 1999 - August 2013
Job Retired
Industry Philanthropy
Experience
Raymond James Financial, Inc. January 1999 - August 2013
U.S. Army 1975 - 1996
Skills
PMP, SDLC
Education
Syracuse University
BS, Biochemistry
University of South Florida - College of Business Administration
BS, MIS
Raymond James Financial, Inc. January 1999 - August 2013
U.S. Army 1975 - 1996
Skills
PMP, SDLC
Education
Syracuse University
BS, Biochemistry
University of South Florida - College of Business Administration
BS, MIS
Kelly Kern's Raymond James Financial Inc. Experience August 2005 - June 2009
Job Senior Vice President Financial Reporting at Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank January 2015 - Present
Raymond James Bank June 2009 - Present
Raymond James Financial, Inc. August 2005 - June 2009
Skills
Financial Analysis, Financial Reporting, Risk Management, Banking, Accounting, Sarbanes-Oxley Act, Process Improvement, Finance, Financial Accounting, Microsoft Office
Education
Truman State University 1986 — 1990
BS, Accounting
Raymond James Bank January 2015 - Present
Raymond James Bank June 2009 - Present
Raymond James Financial, Inc. August 2005 - June 2009
Skills
Financial Analysis, Financial Reporting, Risk Management, Banking, Accounting, Sarbanes-Oxley Act, Process Improvement, Finance, Financial Accounting, Microsoft Office
Education
Truman State University 1986 — 1990
BS, Accounting
Ajay Konidala's Raymond James Financial Inc. Experience August 2015 - Present
Job Programmer Analyst at NitelinesUSA
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. August 2015 - Present
NitelinesUSA July 2008 - August 2015
Lancesoft March 2004 - June 2008
Education
University of Florida 2010 — 2012
MBA
Utah State University 1999 — 2001
Vasavi College of Engineering 1995 — 1999
BS, Electronics and Communcations Engineering
Vijnana Vihara
Raymond James Financial, Inc. August 2015 - Present
NitelinesUSA July 2008 - August 2015
Lancesoft March 2004 - June 2008
Education
University of Florida 2010 — 2012
MBA
Utah State University 1999 — 2001
Vasavi College of Engineering 1995 — 1999
BS, Electronics and Communcations Engineering
Vijnana Vihara
Erich Dischert's Raymond James Financial Inc. Experience June 2015 - Present
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
PNC Investments December 2005 - June 2015
Ameriprise Financial Services, Inc. October 2003 - December 2005
BP Products North America Inc. 1998 - 2003
Education
Towson University 2000 — 2003
BS, Economics
Raymond James Financial, Inc. June 2015 - Present
PNC Investments December 2005 - June 2015
Ameriprise Financial Services, Inc. October 2003 - December 2005
BP Products North America Inc. 1998 - 2003
Education
Towson University 2000 — 2003
BS, Economics
Lillian Poz's Raymond James Financial Inc. Experience June 2015 - Present
Job Data Warehouse Professional
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. June 2015 - Present
JPMorgan Chase & Co. November 2010 - June 2015
WellCare July 2010 - November 2010
Threshold Consulting Services April 2007 - June 2010
Gentiva Health Services August 2006 - April 2007
Verizon 2003 - 2006
New York Life 2001 - 2002
Prudential Insurance August 2000 - April 2001
MetLife April 1999 - August 2000
Associated Merchandising Corporation April 1998 - April 1999
Skills
SDLC, Data Warehousing, Business Analysis, ETL, Requirements Analysis, Business Intelligence, SQL, Data Modeling, Integration, Informatica
Education
Stevens Institute of Technology 1996 — 1999
Master of Science, Management
Stevens Institute of Technology 1996 — 1999
MS Management, Information Management
Raymond James Financial, Inc. June 2015 - Present
JPMorgan Chase & Co. November 2010 - June 2015
WellCare July 2010 - November 2010
Threshold Consulting Services April 2007 - June 2010
Gentiva Health Services August 2006 - April 2007
Verizon 2003 - 2006
New York Life 2001 - 2002
Prudential Insurance August 2000 - April 2001
MetLife April 1999 - August 2000
Associated Merchandising Corporation April 1998 - April 1999
Skills
SDLC, Data Warehousing, Business Analysis, ETL, Requirements Analysis, Business Intelligence, SQL, Data Modeling, Integration, Informatica
Education
Stevens Institute of Technology 1996 — 1999
Master of Science, Management
Stevens Institute of Technology 1996 — 1999
MS Management, Information Management
Kim Smallheer's Raymond James Financial Inc. Experience November 2011 - Present
Job Senior Technology Analyst at Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. November 2011 - Present
Raymond James Financial, Inc. October 2005 - November 2011
Raymond James Financial, Inc. February 2002 - October 2005
Raymond James Financial, Inc. October 1999 - February 2002
Raymond James Financial, Inc. June 1996 - October 1999
Skills
Requirements Analysis, Data Analysis, Requirements Gathering, Requirement..., Functional..., Test Planning, Test Management, Test Cases, Manual Testing, Regression Testing, User Acceptance Testing, Project Management, Project Planning, SQL, Microsoft SQL Server, Netezza, Problem Solving, Teamwork, SharePoint, SDLC, Business Analysis, Quality Center, Business Requirements, Software Documentation, Business Process, Systems Analysis, Databases
Education
University of South Florida 1999 — 2003
Master of Business Administration (M.B.A.)
University of Florida 1992 — 1996
Bachelor's, Business Adminstration
Raymond James Financial, Inc. November 2011 - Present
Raymond James Financial, Inc. October 2005 - November 2011
Raymond James Financial, Inc. February 2002 - October 2005
Raymond James Financial, Inc. October 1999 - February 2002
Raymond James Financial, Inc. June 1996 - October 1999
Skills
Requirements Analysis, Data Analysis, Requirements Gathering, Requirement..., Functional..., Test Planning, Test Management, Test Cases, Manual Testing, Regression Testing, User Acceptance Testing, Project Management, Project Planning, SQL, Microsoft SQL Server, Netezza, Problem Solving, Teamwork, SharePoint, SDLC, Business Analysis, Quality Center, Business Requirements, Software Documentation, Business Process, Systems Analysis, Databases
Education
University of South Florida 1999 — 2003
Master of Business Administration (M.B.A.)
University of Florida 1992 — 1996
Bachelor's, Business Adminstration
Cameron Diehl, CFP®'s Raymond James Financial Inc. Experience June 2015 - Present
Job Senior Marketing Manager & Certified Financial Planner® at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. October 2012 - May 2015
Raymond James Financial Inc. October 2010 - September 2012
Raymond James Financial Inc. September 2008 - September 2010
Raymond James Financial Inc. July 2007 - August 2008
Skills
Wealth Management, Financial Advisory, Financial Services, Retirement Planning, Portfolio Management, Investments, Series 7, Series 66, Marketing Strategy, Marketing Communications, Product Marketing
Education
University of Florida - Warrington College of Business Administration 2015 — 2016
Master of Business Administration (M.B.A.)
University of Tampa - John H. Sykes College of Business 2004 — 2007
BS, Marketing, Finance
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. October 2012 - May 2015
Raymond James Financial Inc. October 2010 - September 2012
Raymond James Financial Inc. September 2008 - September 2010
Raymond James Financial Inc. July 2007 - August 2008
Skills
Wealth Management, Financial Advisory, Financial Services, Retirement Planning, Portfolio Management, Investments, Series 7, Series 66, Marketing Strategy, Marketing Communications, Product Marketing
Education
University of Florida - Warrington College of Business Administration 2015 — 2016
Master of Business Administration (M.B.A.)
University of Tampa - John H. Sykes College of Business 2004 — 2007
BS, Marketing, Finance
Colleen Carroccio's Raymond James Financial Inc. Experience September 2015 - Present
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James Financial, Inc. September 2015 - Present
Morgan Stanley October 2013 - September 2015
Georgetown Visitation Preparatory School January 2013 - August 2013
The Organization of American States January 2012 - November 2012
The Organization of American States September 2011 - December 2011
Language Roots, Language Market, Pensaris November 2010 - April 2011
Entourage Systems, Inc. May 2009 - August 2009
Skills
Teaching, Microsoft Office, International..., Social Media, Research, Spanish, English, Public Speaking, Event Management, Leadership, Microsoft Excel, Program Management, Event Planning, Fundraising, PowerPoint, Marketing, Management, Nonprofits
Education
The University of Georgia 2006 — 2010
Bachelor of Science in Family and Consumer Sciences, Child and Family Development
Georgetown Visitation Preparatory School 2002 — 2006
High School
Raymond James Financial, Inc. September 2015 - Present
Morgan Stanley October 2013 - September 2015
Georgetown Visitation Preparatory School January 2013 - August 2013
The Organization of American States January 2012 - November 2012
The Organization of American States September 2011 - December 2011
Language Roots, Language Market, Pensaris November 2010 - April 2011
Entourage Systems, Inc. May 2009 - August 2009
Skills
Teaching, Microsoft Office, International..., Social Media, Research, Spanish, English, Public Speaking, Event Management, Leadership, Microsoft Excel, Program Management, Event Planning, Fundraising, PowerPoint, Marketing, Management, Nonprofits
Education
The University of Georgia 2006 — 2010
Bachelor of Science in Family and Consumer Sciences, Child and Family Development
Georgetown Visitation Preparatory School 2002 — 2006
High School
Ian Levine's Raymond James Financial Inc. Experience May 2015 - Present
Job Analyst at Raymond James Financial, Inc.
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. May 2015 - Present
JP Morgan Chase June 2011 - May 2015
Infinite Energy, Inc. January 2011 - May 2011
Tampa Bay Times Forum May 2008 - July 2008
Skills
Visio, Databases, Business Process, Microsoft Office, Business Analysis, Analysis, Microsoft Excel, Access, PowerPoint, Operations Management, Microsoft Word, Sales, Software Documentation, Data Analysis, SharePoint, SQL, Requirements Gathering, SDLC, Vendor Management, Business Intelligence, Microsoft SQL Server, Excel, Word, Time Management, Process Improvement, Project Management, MS Project, Program Management, Team Leadership, Quality Assurance, Requirements Analysis, Recruiting, Business Process..., Pegasystems PRPC, Pega PRPC
Education
University of Florida - Warrington College of Business Administration 2010 — 2012
M.S., Information Science and Operations Management
University of South Florida 2005 — 2010
Bachelor of Science, Management Information Science
Raymond James Financial, Inc. May 2015 - Present
JP Morgan Chase June 2011 - May 2015
Infinite Energy, Inc. January 2011 - May 2011
Tampa Bay Times Forum May 2008 - July 2008
Skills
Visio, Databases, Business Process, Microsoft Office, Business Analysis, Analysis, Microsoft Excel, Access, PowerPoint, Operations Management, Microsoft Word, Sales, Software Documentation, Data Analysis, SharePoint, SQL, Requirements Gathering, SDLC, Vendor Management, Business Intelligence, Microsoft SQL Server, Excel, Word, Time Management, Process Improvement, Project Management, MS Project, Program Management, Team Leadership, Quality Assurance, Requirements Analysis, Recruiting, Business Process..., Pegasystems PRPC, Pega PRPC
Education
University of Florida - Warrington College of Business Administration 2010 — 2012
M.S., Information Science and Operations Management
University of South Florida 2005 — 2010
Bachelor of Science, Management Information Science
Courtney (Irwin) Pascucci's Raymond James Financial Inc. Experience January 2015 - Present
Job Cash Solutions Manager at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2012 - December 2014
Raymond James & Associates, Inc August 2011 - May 2012
Raymond James Bank July 2008 - August 2011
Skills
Financial Analysis, Credit, Strategic Financial..., Auditing, Risk Management, Accounting, Financial Modeling, Internal Audit, Financial Risk, Portfolio Management, Sarbanes-Oxley Act, Enterprise Risk..., Banking, Business Analysis, Analysis, Financial Reporting, Project Management, Equities, Corporate Finance, Loans, Management, Securities, Budgets, Insurance, Credit Risk, Leadership, Internal Controls, Program Management, Business Process..., Recruiting, Risk Assessment, Credit Analysis, Financial Services, Finance, Cash Management, Due Diligence, Forecasting, Investments, Bloomberg, Teamwork, Process Improvement
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
MBA, Management Information Systems, General
University of Tampa - John H. Sykes College of Business 2006 — 2008
BS, Finance
University of Florida 2004 — 2006
Associate of the Arts
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2012 - December 2014
Raymond James & Associates, Inc August 2011 - May 2012
Raymond James Bank July 2008 - August 2011
Skills
Financial Analysis, Credit, Strategic Financial..., Auditing, Risk Management, Accounting, Financial Modeling, Internal Audit, Financial Risk, Portfolio Management, Sarbanes-Oxley Act, Enterprise Risk..., Banking, Business Analysis, Analysis, Financial Reporting, Project Management, Equities, Corporate Finance, Loans, Management, Securities, Budgets, Insurance, Credit Risk, Leadership, Internal Controls, Program Management, Business Process..., Recruiting, Risk Assessment, Credit Analysis, Financial Services, Finance, Cash Management, Due Diligence, Forecasting, Investments, Bloomberg, Teamwork, Process Improvement
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
MBA, Management Information Systems, General
University of Tampa - John H. Sykes College of Business 2006 — 2008
BS, Finance
University of Florida 2004 — 2006
Associate of the Arts
Brandon Pickett's Raymond James Financial Inc. Experience June 2012 - January 2015
Job FP&A Team Lead
Industry Renewables & Environment
Experience
Drax Biomass Inc. June 2015 - Present
Drax Biomass Inc. January 2015 - June 2015
Raymond James Financial, Inc. June 2012 - January 2015
Raymond James Financial June 2011 - June 2012
Citigroup June 2010 - August 2010
Bendixen & Amandi February 2010 - May 2010
NCR Corp January 2009 - February 2009
Skills
Equity Research, Biomass, Transaction Processing, FinTech, Budgeting, Forecasting, Valuation, Money Transfers, Financial Modeling, Excel, PowerPoint, Word, Social Media, Marketing Research, Thompson One, Growth Investing, Bloomberg Terminal, Microsoft Atlas, Microsoft Dynamics AX, LIMS
Education
University of Miami 2007 — 2011
BBA, Finance & Marketing
Monash University
Drax Biomass Inc. June 2015 - Present
Drax Biomass Inc. January 2015 - June 2015
Raymond James Financial, Inc. June 2012 - January 2015
Raymond James Financial June 2011 - June 2012
Citigroup June 2010 - August 2010
Bendixen & Amandi February 2010 - May 2010
NCR Corp January 2009 - February 2009
Skills
Equity Research, Biomass, Transaction Processing, FinTech, Budgeting, Forecasting, Valuation, Money Transfers, Financial Modeling, Excel, PowerPoint, Word, Social Media, Marketing Research, Thompson One, Growth Investing, Bloomberg Terminal, Microsoft Atlas, Microsoft Dynamics AX, LIMS
Education
University of Miami 2007 — 2011
BBA, Finance & Marketing
Monash University
Dylan Johnson's Raymond James Financial Inc. Experience May 2015 - Present
Job Manager, Technical Architect
Industry Computer Software
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial Inc. February 2014 - Present
Guidmii by Lighthouse Guidance Systems September 2013 - January 2014
Self-employed January 2011 - August 2013
Skills
Web Applications, Ruby, JavaScript, Web Design, Advertising, Copywriting, Graphic Design, Web Development, Analytics, Social Media, Marketing Strategy, Online Advertising, Digital Marketing, Marketing, Photoshop, Microsoft Excel, Email Marketing, User Experience, User Interface Design, OS X, PHP, Web 2.0, Front-end, Mobile Applications, Project Management, Information Architecture, Web Analytics, LAMP, HTML 5, User Interface, Usability, Advanced CSS, Interaction Design, Ruby on Rails, MVC, Apache, Node.js, Illustrator, Git, REST, APIs, Web Application Design, Amazon Web Services..., Test Driven Development, Agile Project Management, OOP, Symfony, SDLC, BDD
Education
University of Florida 2005 — 2009
B.A., Film, Business
Tampa Prep 2001 — 2005
High School
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial Inc. February 2014 - Present
Guidmii by Lighthouse Guidance Systems September 2013 - January 2014
Self-employed January 2011 - August 2013
Skills
Web Applications, Ruby, JavaScript, Web Design, Advertising, Copywriting, Graphic Design, Web Development, Analytics, Social Media, Marketing Strategy, Online Advertising, Digital Marketing, Marketing, Photoshop, Microsoft Excel, Email Marketing, User Experience, User Interface Design, OS X, PHP, Web 2.0, Front-end, Mobile Applications, Project Management, Information Architecture, Web Analytics, LAMP, HTML 5, User Interface, Usability, Advanced CSS, Interaction Design, Ruby on Rails, MVC, Apache, Node.js, Illustrator, Git, REST, APIs, Web Application Design, Amazon Web Services..., Test Driven Development, Agile Project Management, OOP, Symfony, SDLC, BDD
Education
University of Florida 2005 — 2009
B.A., Film, Business
Tampa Prep 2001 — 2005
High School
Sarah Fanous-Samaan's Raymond James Financial Inc. Experience June 2015 - Present
Job Associate Creative Director, Agency Manager at Raymond James Financial, Inc.
Industry Investment Management
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. December 2012 - Present
Raymond James Financial May 2011 - December 2012
Eagle Asset Management January 2008 - May 2011
Eagle Asset Management December 2004 - January 2008
Lane Bryant December 2001 - January 2005
Self Employed December 2001 - January 2005
Tampa Bay Business Journal 1997 - 2001
Skills
Mutual Funds, Asset Managment, Equities, Asset Allocation, Asset Management, Securities, Series 63, Series 24, Series 7, Risk Management, Investment Strategies, Wealth Management, Financial Services, Alternative Investments, Fixed Income, FINRA, Investment Advisory, Investments
Education
University of Floida 1993 — 1996
Bachelor of Science (B.S.), Communication, Journalism, and Related Programs
University of Florida 1993 — 1996
Bachelor of Science (BS), Communication, Journalism, and Related Programs
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. December 2012 - Present
Raymond James Financial May 2011 - December 2012
Eagle Asset Management January 2008 - May 2011
Eagle Asset Management December 2004 - January 2008
Lane Bryant December 2001 - January 2005
Self Employed December 2001 - January 2005
Tampa Bay Business Journal 1997 - 2001
Skills
Mutual Funds, Asset Managment, Equities, Asset Allocation, Asset Management, Securities, Series 63, Series 24, Series 7, Risk Management, Investment Strategies, Wealth Management, Financial Services, Alternative Investments, Fixed Income, FINRA, Investment Advisory, Investments
Education
University of Floida 1993 — 1996
Bachelor of Science (B.S.), Communication, Journalism, and Related Programs
University of Florida 1993 — 1996
Bachelor of Science (BS), Communication, Journalism, and Related Programs
Bin Lu's Raymond James Financial Inc. Experience July 2015 - Present
Job Biotech Research Associate at Raymond James Financial, Inc.
Industry Biotechnology
Experience
Raymond James Financial, Inc. July 2015 - Present
MLV & Co April 2015 - July 2015
Self-employed July 2014 - June 2015
UCLA September 2009 - March 2015
Self-employed February 2013 - June 2014
Deallus Consulting January 2014 - March 2014
DeciBio October 2012 - April 2013
the Myelin Repair Foundation June 2012 - August 2012
UCLA Anderson School of Management September 2011 - March 2012
Skills
DNA sequencing, Molecular Biology, Cell Culture, Biophysics, Cell Biology, Biochemistry, Cell, PCR, Life Sciences, Data Analysis, Western Blotting, Market Research, Ion Channels, Artificial lipid..., Biomedical..., Statistics, Biotechnology, Research, Biomedical Engineering
Education
University of California, Los Angeles 2009 — 2014
PhD, Biomedical Engineering
University of Michigan-Ann Arbor 2008 — 2009
Exchange Student, Biomedical Engineering
Wuhan University 2005 — 2009
B.S, Life Science and Biotechnology
Raymond James Financial, Inc. July 2015 - Present
MLV & Co April 2015 - July 2015
Self-employed July 2014 - June 2015
UCLA September 2009 - March 2015
Self-employed February 2013 - June 2014
Deallus Consulting January 2014 - March 2014
DeciBio October 2012 - April 2013
the Myelin Repair Foundation June 2012 - August 2012
UCLA Anderson School of Management September 2011 - March 2012
Skills
DNA sequencing, Molecular Biology, Cell Culture, Biophysics, Cell Biology, Biochemistry, Cell, PCR, Life Sciences, Data Analysis, Western Blotting, Market Research, Ion Channels, Artificial lipid..., Biomedical..., Statistics, Biotechnology, Research, Biomedical Engineering
Education
University of California, Los Angeles 2009 — 2014
PhD, Biomedical Engineering
University of Michigan-Ann Arbor 2008 — 2009
Exchange Student, Biomedical Engineering
Wuhan University 2005 — 2009
B.S, Life Science and Biotechnology
Donn Osterlund's Raymond James Financial Inc. Experience July 2014 - Present
Job Social Studies Teacher at Eugene International High School
Industry Education Management
Experience
Raymond James Financial, Inc. July 2014 - Present
Eugene International High School August 2012 - June 2014
International School of Beaverton August 2011 - July 2012
Portland Public Schools January 2011 - July 2011
Lincoln High School September 2010 - January 2011
Jakarta International School August 2007 - June 2010
International School of Beijing August 2004 - June 2007
American Community School of Abu Dhabi August 1998 - June 2004
The American Embassy School August 1996 - June 1998
Santa Margarita Catholic High School August 1992 - June 1996
Skills
Teaching, Economics, Development Economics, Government, International Education, World History, Educational Leadership, Budgeting, Coaching, Travel Logistics, Budgets, Teacher Training, Classroom, K-12, Classroom Management, Educational Technology, Secondary Education, Lesson Planning, Differentiated..., ESL, Curriculum Development, Literacy, Technology Integration
Education
The George Washington University 1983 — 1985
M.A., International Affairs
University of California, Santa Barbara 1982 — 1983
B.A., Economics and Political Science
Raymond James Financial, Inc. July 2014 - Present
Eugene International High School August 2012 - June 2014
International School of Beaverton August 2011 - July 2012
Portland Public Schools January 2011 - July 2011
Lincoln High School September 2010 - January 2011
Jakarta International School August 2007 - June 2010
International School of Beijing August 2004 - June 2007
American Community School of Abu Dhabi August 1998 - June 2004
The American Embassy School August 1996 - June 1998
Santa Margarita Catholic High School August 1992 - June 1996
Skills
Teaching, Economics, Development Economics, Government, International Education, World History, Educational Leadership, Budgeting, Coaching, Travel Logistics, Budgets, Teacher Training, Classroom, K-12, Classroom Management, Educational Technology, Secondary Education, Lesson Planning, Differentiated..., ESL, Curriculum Development, Literacy, Technology Integration
Education
The George Washington University 1983 — 1985
M.A., International Affairs
University of California, Santa Barbara 1982 — 1983
B.A., Economics and Political Science
John Shehata's Raymond James Financial Inc. Experience January 2014 - June 2015
Job Software Engineer II at Honeywell Aerospace
Industry Computer Software
Experience
Honeywell Aerospace June 2015 - Present
Raymond James Financial, Inc. January 2014 - June 2015
ConnectWise June 2013 - December 2013
The Walt Disney Company May 2012 - August 2012
Skills
C++, Java, C, HTML, SQL, JavaScript, Microsoft Office, MySQL, Linux, CSS, Windows, Programming, XML, Microsoft Excel, Matlab, Photoshop, PowerPoint, jQuery, C#, .NET, Agile Methodologies, Scrum, Eclipse, Visual Studio, GWT, Microsoft SQL Server, Subversion, Tortoise SVN, Git, SSRS, AJAX, Web Applications, Databases, Web Development, Software Development, Requirements Analysis, SDLC, Algorithms, LINQ, OOP, WCF, T-SQL, TFS, IIS, ASP.NET, Web Services, Testing, Software Engineering
Education
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Computer Software Engineering, 3.4 / 4.0
Saint Petersburg High School 2006 — 2009
3.8 / 4.0
Honeywell Aerospace June 2015 - Present
Raymond James Financial, Inc. January 2014 - June 2015
ConnectWise June 2013 - December 2013
The Walt Disney Company May 2012 - August 2012
Skills
C++, Java, C, HTML, SQL, JavaScript, Microsoft Office, MySQL, Linux, CSS, Windows, Programming, XML, Microsoft Excel, Matlab, Photoshop, PowerPoint, jQuery, C#, .NET, Agile Methodologies, Scrum, Eclipse, Visual Studio, GWT, Microsoft SQL Server, Subversion, Tortoise SVN, Git, SSRS, AJAX, Web Applications, Databases, Web Development, Software Development, Requirements Analysis, SDLC, Algorithms, LINQ, OOP, WCF, T-SQL, TFS, IIS, ASP.NET, Web Services, Testing, Software Engineering
Education
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Computer Software Engineering, 3.4 / 4.0
Saint Petersburg High School 2006 — 2009
3.8 / 4.0
Evan A. Copp's Raymond James Financial Inc. Experience April 2004 - August 2005
Job Senior Application Support Analyst at Pershing, a BNY Mellon company
Industry Computer Software
Experience
Pershing, a BNY Mellon company May 2015 - Present
Self Employed January 2005 - April 2015
City University of New York February 2007 - December 2009
Adams Media March 2008 - September 2009
Preferred Pension Planning March 2008 - June 2009
Raymond James Financial, Inc. April 2004 - August 2005
Pershing, a BNY Mellon company 1999 - 2003
NYC Department of Education December 1991 - June 1995
Education
SUNY Albany 1984 — 1987
Bachelor's Degree
Wagner College 1987 — 1987
Chubb Computer Services 1998 — 1999
Technical Diploma
Pershing, a BNY Mellon company May 2015 - Present
Self Employed January 2005 - April 2015
City University of New York February 2007 - December 2009
Adams Media March 2008 - September 2009
Preferred Pension Planning March 2008 - June 2009
Raymond James Financial, Inc. April 2004 - August 2005
Pershing, a BNY Mellon company 1999 - 2003
NYC Department of Education December 1991 - June 1995
Education
SUNY Albany 1984 — 1987
Bachelor's Degree
Wagner College 1987 — 1987
Chubb Computer Services 1998 — 1999
Technical Diploma
Ernesto Guerrero's Raymond James Financial Inc. Experience May 2014 - Present
Job Director of Investments at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2014 - Present
Morgan Stanley May 2013 - April 2014
Merrill Lynch September 2012 - April 2013
Germany August 2010 - August 2012
HSBC April 2009 - July 2010
Bank of America May 2004 - March 2009
Skills
Banking, International Sales, Domestic Sales, Investments, Wealth Management, Finance, Portfolio Management, Financial Analysis, Credit, Financial Services, Private Banking, Risk Management, Loans, Trading, Series 7, High Net Worth..., Management, Commercial Banking, Strategy, Credit Analysis, Equities, Accounting, Relationship Management, Wealth, Mortgage Lending
Education
Universidad de Lima 1980 — 1985
Bachelor of Science (BS), Economics
Universidad de Lima
Economics
Raymond James Financial, Inc. May 2014 - Present
Morgan Stanley May 2013 - April 2014
Merrill Lynch September 2012 - April 2013
Germany August 2010 - August 2012
HSBC April 2009 - July 2010
Bank of America May 2004 - March 2009
Skills
Banking, International Sales, Domestic Sales, Investments, Wealth Management, Finance, Portfolio Management, Financial Analysis, Credit, Financial Services, Private Banking, Risk Management, Loans, Trading, Series 7, High Net Worth..., Management, Commercial Banking, Strategy, Credit Analysis, Equities, Accounting, Relationship Management, Wealth, Mortgage Lending
Education
Universidad de Lima 1980 — 1985
Bachelor of Science (BS), Economics
Universidad de Lima
Economics
Daniel Nevels's Raymond James Financial Inc. Experience June 2000 - Present
Job Managing Director at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2000 - Present
Education
The University of Memphis
Bachelor of Business Administration (BBA), Accounting
The University of Memphis
Master of Business Administration (MBA), Finance
Raymond James Financial, Inc. June 2000 - Present
Education
The University of Memphis
Bachelor of Business Administration (BBA), Accounting
The University of Memphis
Master of Business Administration (MBA), Finance
Connor Bowen's Raymond James Financial Inc. Experience June 2015 - Present
Job RJTCF Acquisitions Analyst
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Chi Phi Fraternity Theta Delta November 2013 - November 2014
Chi Phi Fraternity Theta Delta Chapter November 2012 - May 2013
Education
University of Florida 2011 — 2015
Finance, minor Entrepreneurship, Senior
Raymond James Financial, Inc. June 2015 - Present
Chi Phi Fraternity Theta Delta November 2013 - November 2014
Chi Phi Fraternity Theta Delta Chapter November 2012 - May 2013
Education
University of Florida 2011 — 2015
Finance, minor Entrepreneurship, Senior
Samantha Gump's Raymond James Financial Inc. Experience May 2013 - October 2014
Job Health Insurance Specialist at MidFlorida Agencies
Industry Insurance
Experience
Mid-Florida Agencies October 2014 - Present
Raymond James Financial, Inc. May 2013 - October 2014
Education
University of Central Florida
Bachelor of Science in Health Sciences
Mid-Florida Agencies October 2014 - Present
Raymond James Financial, Inc. May 2013 - October 2014
Education
University of Central Florida
Bachelor of Science in Health Sciences
Benton Cook, CFA's Raymond James Financial Inc. Experience 1998 - 2000
Job Portfolio Manager at AG Hill Partners, LLC
Industry Investment Management
Experience
AG Hill Partners, LLC 2009 - Present
Opsis Capital Management LP 2005 - 2009
Carlson Capital, L.P. 2000 - 2005
Raymond James Financial, Inc. 1998 - 2000
Skills
Portfolio Management, Oil & Gas Industry, Equities, Equity Research, Financial Modeling, Investment Management, Capital Markets, Valuation, Fixed Income, Hedge Funds, Private Equity, Alternative Investments
Education
University of Texas McCombs School of Business 1996 — 1998
MBA, Finance
The Johns Hopkins University 1988 — 1992
BA, Economics
AG Hill Partners, LLC 2009 - Present
Opsis Capital Management LP 2005 - 2009
Carlson Capital, L.P. 2000 - 2005
Raymond James Financial, Inc. 1998 - 2000
Skills
Portfolio Management, Oil & Gas Industry, Equities, Equity Research, Financial Modeling, Investment Management, Capital Markets, Valuation, Fixed Income, Hedge Funds, Private Equity, Alternative Investments
Education
University of Texas McCombs School of Business 1996 — 1998
MBA, Finance
The Johns Hopkins University 1988 — 1992
BA, Economics
Allison Ginn's Raymond James Financial Inc. Experience ServerRock Bottom Restaurant & BreweryJuly 2007 - Present
Job Intern at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. ServerRock Bottom Restaurant & BreweryJuly 2007 - Present
Education
University of Denver
Bachelor's degree, International Relations and Affairs
Raymond James Financial, Inc. ServerRock Bottom Restaurant & BreweryJuly 2007 - Present
Education
University of Denver
Bachelor's degree, International Relations and Affairs
Brian Lanoue's Raymond James Financial Inc. Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Jefferies
Industry Financial Services
Experience
Jefferies May 2015 - July 2015
Raymond James Financial, Inc. June 2014 - August 2014
Skills
Financial Analysis, Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Investment Banking, Microsoft Office, Valuation, Public Speaking, Corporate Finance, Financial Accounting, Bloomberg
Education
University of Florida 2014 — 2016
Master of Science (M.S.), Finance, Combined Degree Program
University of Florida 2012 — 2015
Bachelor of Science (B.S.), Finance & Accounting
Jesuit High School 2008 — 2012
Jefferies May 2015 - July 2015
Raymond James Financial, Inc. June 2014 - August 2014
Skills
Financial Analysis, Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Investment Banking, Microsoft Office, Valuation, Public Speaking, Corporate Finance, Financial Accounting, Bloomberg
Education
University of Florida 2014 — 2016
Master of Science (M.S.), Finance, Combined Degree Program
University of Florida 2012 — 2015
Bachelor of Science (B.S.), Finance & Accounting
Jesuit High School 2008 — 2012
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS