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
Shannon Bade Shannon Bade's Raymond James Financial Inc. Experience August 2015 - Present
Job BBA of Finance and BBA of International Business
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James June 2014 - August 2014
Profits4Purpose April 2013 - August 2013
USD Athletics Department September 2011 - May 2013
USD Athletic Department August 2011 - December 2012
Red Robin February 2011 - August 2011
Bade Commercial Services January 2008 - January 2009
Skills
Marketing, Customer Service, Microsoft Office, Social Media, Social Networking, Facebook, Teamwork, Microsoft Excel, French, Sales, Access, Networking, Internet, PowerPoint, Strategic Planning, Team Building, Blogging, Writing, Microsoft Word, Public Relations, Internal Marketing
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (B.B.A.), Double Major: International Business and Finance
Florence University of the Arts 2013 — 2014
Finance and International Business
CEA Global Education Paris, France 2012 — 2012
Study Abroad, French
Raymond James Financial, Inc. August 2015 - Present
Raymond James June 2014 - August 2014
Profits4Purpose April 2013 - August 2013
USD Athletics Department September 2011 - May 2013
USD Athletic Department August 2011 - December 2012
Red Robin February 2011 - August 2011
Bade Commercial Services January 2008 - January 2009
Skills
Marketing, Customer Service, Microsoft Office, Social Media, Social Networking, Facebook, Teamwork, Microsoft Excel, French, Sales, Access, Networking, Internet, PowerPoint, Strategic Planning, Team Building, Blogging, Writing, Microsoft Word, Public Relations, Internal Marketing
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (B.B.A.), Double Major: International Business and Finance
Florence University of the Arts 2013 — 2014
Finance and International Business
CEA Global Education Paris, France 2012 — 2012
Study Abroad, French
Hunter Cowan Hunter Cowan's Raymond James Financial Inc. Experience April 2015 - Present
Job Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2015 - Present
Athletic Surfaces Plus September 2013 - March 2015
Southern Perspective Landscaping Co, LLC August 2005 - March 2013
Skills
Customer Service, Marketing, Microsoft Word, Strategic Planning, Team Leadership, Marketing Strategy, Sales, New Business Development, Microsoft Office, PowerPoint, Microsoft Excel, Photoshop, Illustrator
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Millsaps College 2008 — 2009
Business Administration and Management, General
Raymond James Financial, Inc. April 2015 - Present
Athletic Surfaces Plus September 2013 - March 2015
Southern Perspective Landscaping Co, LLC August 2005 - March 2013
Skills
Customer Service, Marketing, Microsoft Word, Strategic Planning, Team Leadership, Marketing Strategy, Sales, New Business Development, Microsoft Office, PowerPoint, Microsoft Excel, Photoshop, Illustrator
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Millsaps College 2008 — 2009
Business Administration and Management, General
Carolina Mercedes's Raymond James Financial Inc. Experience October 2014 - Present
Job Risk Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. October 2014 - Present
Raymond James Financial, Inc. June 2011 - September 2014
Pinellas County Schools October 2009 - December 2010
Raymond James Bank February 2008 - June 2009
Skills
Technical Support, Customer Service, Information Technology, SharePoint, SailPoint, Microsoft Office, Active Directory, Data Analysis, Data Collection, Information Security, NetQoS, Service Desk, Finance, Training, Bandwidth Management, Banking
Education
University of South Florida 2013 — 2015
Master of Business Administration (M.B.A.), Management, Information Systems Management
University of South Florida 2008 — 2012
Bachelor's Degree, Finance, Minor in International Business
Raymond James Financial, Inc. October 2014 - Present
Raymond James Financial, Inc. June 2011 - September 2014
Pinellas County Schools October 2009 - December 2010
Raymond James Bank February 2008 - June 2009
Skills
Technical Support, Customer Service, Information Technology, SharePoint, SailPoint, Microsoft Office, Active Directory, Data Analysis, Data Collection, Information Security, NetQoS, Service Desk, Finance, Training, Bandwidth Management, Banking
Education
University of South Florida 2013 — 2015
Master of Business Administration (M.B.A.), Management, Information Systems Management
University of South Florida 2008 — 2012
Bachelor's Degree, Finance, Minor in International Business
Daniel Fanning Daniel Fanning's Raymond James Financial Inc. Experience February 2015 - Present
Job Experienced Business Analyst
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. February 2015 - Present
Citi January 2013 - January 2014
Citi July 2008 - January 2014
ByDesign Technologies November 2006 - July 2008
Skills
Oracle SQL, Visio, SQL, Integration, Databases, Project Management, HTML, Analysis, CRM, Management, Access, Security, Training, User Acceptance Testing, Visual Studio, SDLC, Leadership, Business Analysis, SharePoint, Process Improvement, Business Intelligence, Systems Analysis, Risk Management, Program Management, Team Leadership
Education
University of South Florida 2001 — 2006
Bachelors of Science, Management Information Systems
Raymond James Financial, Inc. February 2015 - Present
Citi January 2013 - January 2014
Citi July 2008 - January 2014
ByDesign Technologies November 2006 - July 2008
Skills
Oracle SQL, Visio, SQL, Integration, Databases, Project Management, HTML, Analysis, CRM, Management, Access, Security, Training, User Acceptance Testing, Visual Studio, SDLC, Leadership, Business Analysis, SharePoint, Process Improvement, Business Intelligence, Systems Analysis, Risk Management, Program Management, Team Leadership
Education
University of South Florida 2001 — 2006
Bachelors of Science, Management Information Systems
Richard Longseth Richard Longseth's Raymond James Financial Inc. Experience October 2014 - May 2015
Job Assistant General Manager at Timber Lodge Steakhouse
Industry Restaurants
Experience
Timber Lodge Steakhouse April 2013 - Present
Raymond James Financial, Inc. October 2014 - May 2015
Timberlodge Steakhouse July 2008 - April 2013
Volunteer Income Tax Assistance Program (LSBE) January 2011 - April 2011
Skills
Customer Service, Accounting, Project Planning, Tax, PowerPoint, Public Speaking, Microsoft Word, Financial Analysis, Social Media, Time Management, Non-profits, Community Outreach, Critical Thinking, Data Entry, Marketing Strategy, Management, Program Management, Training, Nonprofits, Sales, Budgets, Entrepreneurship, Event Planning, Business Planning, Team Leadership, Team Building
Education
University of Minnesota-Duluth 2008 — 2012
Accounting B.Acc.
Timber Lodge Steakhouse April 2013 - Present
Raymond James Financial, Inc. October 2014 - May 2015
Timberlodge Steakhouse July 2008 - April 2013
Volunteer Income Tax Assistance Program (LSBE) January 2011 - April 2011
Skills
Customer Service, Accounting, Project Planning, Tax, PowerPoint, Public Speaking, Microsoft Word, Financial Analysis, Social Media, Time Management, Non-profits, Community Outreach, Critical Thinking, Data Entry, Marketing Strategy, Management, Program Management, Training, Nonprofits, Sales, Budgets, Entrepreneurship, Event Planning, Business Planning, Team Leadership, Team Building
Education
University of Minnesota-Duluth 2008 — 2012
Accounting B.Acc.
Nancy Leizman Nancy Leizman's Raymond James Financial Inc. Experience September 2015 - Present
Job Managing Director, Senior Vice President Investments at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Wells Fargo Advisors, LLC. August 1998 - September 2015
Wachovia Securities, LLC September 1998 - December 2008
McDonald Investments February 1989 - September 1998
Merrill Lynch October 1986 - February 1989
Skills
Risk Management, Securities, Financial Advisory, Investments, Management, Investment planning, Asset Allocation, Financial Analysis, Retirement Planning, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Finance, Valuation, Mutual Funds, Investment Strategies, Fixed Income, Financial Services, Due Diligence, Equities, Private Equity, Capital Markets
Education
University of Michigan 1980 — 1984
A.B., History and Economics
Raymond James Financial, Inc. September 2015 - Present
Wells Fargo Advisors, LLC. August 1998 - September 2015
Wachovia Securities, LLC September 1998 - December 2008
McDonald Investments February 1989 - September 1998
Merrill Lynch October 1986 - February 1989
Skills
Risk Management, Securities, Financial Advisory, Investments, Management, Investment planning, Asset Allocation, Financial Analysis, Retirement Planning, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Finance, Valuation, Mutual Funds, Investment Strategies, Fixed Income, Financial Services, Due Diligence, Equities, Private Equity, Capital Markets
Education
University of Michigan 1980 — 1984
A.B., History and Economics
Aaron Kalsnes Aaron Kalsnes's Raymond James Financial Inc. Experience July 2014 - Present
Job Systems Administrator
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2014 - Present
Evolve Media, LLC August 2010 - August 2012
TeenSpot January 2005 - August 2010
Skills
Leadership, Windows, Management, Microsoft SQL Server, Data Center, Network Administration, Visio, OS X, Consulting, Time Management, Visual Studio, Project Management, Social Media, ERP, Database Administration, System Administration, Online Advertising, HTML, Business Strategy, CentOS, Hardware, MySQL, Linux, DevOps, TFS, Continuous Delivery, Windows Server, Chef, Photoshop
Education
University of South Florida 2009 — 2013
B.S., Management Information Systems
Raymond James Financial, Inc. July 2014 - Present
Evolve Media, LLC August 2010 - August 2012
TeenSpot January 2005 - August 2010
Skills
Leadership, Windows, Management, Microsoft SQL Server, Data Center, Network Administration, Visio, OS X, Consulting, Time Management, Visual Studio, Project Management, Social Media, ERP, Database Administration, System Administration, Online Advertising, HTML, Business Strategy, CentOS, Hardware, MySQL, Linux, DevOps, TFS, Continuous Delivery, Windows Server, Chef, Photoshop
Education
University of South Florida 2009 — 2013
B.S., Management Information Systems
Cristina Montanez's Raymond James Financial Inc. Experience June 2015 - Present
Job Branch Intern at Raymond James Financial, Inc.
Industry Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Skills
Microsoft Office, Communicational English, Communicational Spanish, Customer Service, Teamwork, Organization Skills
Education
University of Miami 2012 — 2016
Bachelor's degree, Finance, General
University of Miami 2012 — 2016
Bachelor's degree, Managment
Colegio Internacional de Carabobo 1998 — 2012
High School Degree
Raymond James Financial, Inc. June 2015 - Present
Skills
Microsoft Office, Communicational English, Communicational Spanish, Customer Service, Teamwork, Organization Skills
Education
University of Miami 2012 — 2016
Bachelor's degree, Finance, General
University of Miami 2012 — 2016
Bachelor's degree, Managment
Colegio Internacional de Carabobo 1998 — 2012
High School Degree
Jacob Forney's Raymond James Financial Inc. Experience July 2015 - Present
Job Vice President, Financial Institutions Sales at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial, Inc. June 2014 - August 2014
Skills
Coaching, Microsoft Excel, Public Speaking, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Research, Accounting, Equities, Financial Institutions, Sales, Investments
Education
University of Notre Dame 2013 — 2015
Master of Business Administration (M.B.A.), Investments
University of Notre Dame 2010 — 2015
Bachelor of Science (B.S.), Science/Business
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial, Inc. June 2014 - August 2014
Skills
Coaching, Microsoft Excel, Public Speaking, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Research, Accounting, Equities, Financial Institutions, Sales, Investments
Education
University of Notre Dame 2013 — 2015
Master of Business Administration (M.B.A.), Investments
University of Notre Dame 2010 — 2015
Bachelor of Science (B.S.), Science/Business
Colt Carson Colt Carson's Raymond James Financial Inc. Experience July 2015 - Present
Job Institutional Equity Sales Analyst at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
University of South Florida March 2014 - May 2015
University of South Florida March 2013 - May 2015
University of South Florida April 2014 - December 2014
Raymond James Financial Inc. June 2014 - August 2014
University of South Florida January 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Leadership, Time Management, Outlook, Social Networking, Data Analysis, Finance, Budgets
Education
University of South Florida 2012 — 2015
Bachelor of Science (B.S.), Finance
University of South Florida 2012 — 2015
Bachelor of Science (B.S.), Business Administration and Management
Raymond James Financial, Inc. July 2015 - Present
University of South Florida March 2014 - May 2015
University of South Florida March 2013 - May 2015
University of South Florida April 2014 - December 2014
Raymond James Financial Inc. June 2014 - August 2014
University of South Florida January 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Leadership, Time Management, Outlook, Social Networking, Data Analysis, Finance, Budgets
Education
University of South Florida 2012 — 2015
Bachelor of Science (B.S.), Finance
University of South Florida 2012 — 2015
Bachelor of Science (B.S.), Business Administration and Management
Patrick Bressler, CIMA® Patrick Bressler, CIMA®'s Raymond James Financial Inc. Experience 2015 - Present
Job Investment Management
Industry Investment Management
Experience
Raymond James Financial, Inc. 2015 - Present
Raymond James Financial Inc. 2006 - 2014
Skills
Series 7, Mutual Funds, Series 66, Certified Investment..., Investment Advisory, Separately Managed..., Sales Presentations, High Net Worth..., CIMA, Sales Management, Business Development, Uniform Combined State..., Investments, Investment Management, Portfolio Management, Asset Allocation, Retirement Planning, Financial Services, Asset Management, Series 63
Education
University of Pennsylvania, Wharton School of Business
Certified Investment Management Analyst (CIMA)
University of Mississippi - School of Business Administration
Bachelor of Science (B.S.), Banking & Finance
Raymond James Financial, Inc. 2015 - Present
Raymond James Financial Inc. 2006 - 2014
Skills
Series 7, Mutual Funds, Series 66, Certified Investment..., Investment Advisory, Separately Managed..., Sales Presentations, High Net Worth..., CIMA, Sales Management, Business Development, Uniform Combined State..., Investments, Investment Management, Portfolio Management, Asset Allocation, Retirement Planning, Financial Services, Asset Management, Series 63
Education
University of Pennsylvania, Wharton School of Business
Certified Investment Management Analyst (CIMA)
University of Mississippi - School of Business Administration
Bachelor of Science (B.S.), Banking & Finance
Matthew Schaefer's Raymond James Financial Inc. Experience November 2014 - Present
Job Senior Compliance Analyst at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2014 - Present
Raymond James Financial Inc. July 2013 - November 2014
Varsity Brands May 2007 - August 2013
Integrated Comm. Systems March 2011 - February 2013
Puma May 2006 - May 2009
George F. Young, Inc. May 2005 - May 2007
Skills
Series 7, Series 24, Sales, Customer Service, E-commerce, Marketing, Social Media Marketing, Social Media, Account Management, New Business Development, Microsoft Office, Public Speaking, Sales Management, Cold Calling, Marketing Strategy, Public Relations, Event Planning
Education
University of South Florida 2004 — 2010
BA, Political Science
Raymond James Financial, Inc. November 2014 - Present
Raymond James Financial Inc. July 2013 - November 2014
Varsity Brands May 2007 - August 2013
Integrated Comm. Systems March 2011 - February 2013
Puma May 2006 - May 2009
George F. Young, Inc. May 2005 - May 2007
Skills
Series 7, Series 24, Sales, Customer Service, E-commerce, Marketing, Social Media Marketing, Social Media, Account Management, New Business Development, Microsoft Office, Public Speaking, Sales Management, Cold Calling, Marketing Strategy, Public Relations, Event Planning
Education
University of South Florida 2004 — 2010
BA, Political Science
Naresh Singh Naresh Singh's Raymond James Financial Inc. Experience April 2015 - Present
Job Application Developer at Raymond James Financial, Inc.
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. April 2015 - Present
Chase Paymentech June 2013 - April 2015
Tampa Bay Times - Times Publishing Co March 2012 - April 2013
JPMorgan Chase March 2008 - March 2012
Sky Temple Corporation December 2010 - December 2011
Skills
PHP, Oracle, MySQL, Photoshop, Java, Perl, Architecture, Leadership, J2EE Application..., Software Design Patterns, Spring, MVC, jQuery, XML, Agile Methodologies, Test Driven Development, Performance Tuning, HTML 5, CSS3, Subversion, Facebook API, Usability Engineering, Web Design, ORM, Ehcache, Autonomy IDOL, Release Management, CSS, REST, SOAP, Maven, Software Development, PostgreSQL, TCP/IP protocols, XSLT, Weblogic, Continuous Integration, JBoss Application Server, Architectures, Tomcat, Java Enterprise Edition
Education
University of South Florida 2002 — 2007
BS, MIS
Raymond James Financial, Inc. April 2015 - Present
Chase Paymentech June 2013 - April 2015
Tampa Bay Times - Times Publishing Co March 2012 - April 2013
JPMorgan Chase March 2008 - March 2012
Sky Temple Corporation December 2010 - December 2011
Skills
PHP, Oracle, MySQL, Photoshop, Java, Perl, Architecture, Leadership, J2EE Application..., Software Design Patterns, Spring, MVC, jQuery, XML, Agile Methodologies, Test Driven Development, Performance Tuning, HTML 5, CSS3, Subversion, Facebook API, Usability Engineering, Web Design, ORM, Ehcache, Autonomy IDOL, Release Management, CSS, REST, SOAP, Maven, Software Development, PostgreSQL, TCP/IP protocols, XSLT, Weblogic, Continuous Integration, JBoss Application Server, Architectures, Tomcat, Java Enterprise Edition
Education
University of South Florida 2002 — 2007
BS, MIS
Korisa Kulda Korisa Kulda's Raymond James Financial Inc. Experience July 2015 - Present
Job Supervisory Principal at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. February 2013 - July 2015
Transamerica Asset Management April 2012 - February 2013
Prudential Financial March 2011 - March 2012
Prudential Financial August 2009 - March 2011
Skills
Series 7, Securities, Investments, Financial Modeling, Financial Analysis, Mutual Funds, Finance, Equities, Financial Services, FINRA, Accounting, Asset Allocation, Financial Planning, Insurance
Education
University of Pittsburgh 2005 — 2009
Bachelor's degree, Finance and Marketing
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. February 2013 - July 2015
Transamerica Asset Management April 2012 - February 2013
Prudential Financial March 2011 - March 2012
Prudential Financial August 2009 - March 2011
Skills
Series 7, Securities, Investments, Financial Modeling, Financial Analysis, Mutual Funds, Finance, Equities, Financial Services, FINRA, Accounting, Asset Allocation, Financial Planning, Insurance
Education
University of Pittsburgh 2005 — 2009
Bachelor's degree, Finance and Marketing
Rosnata Eugene's Raymond James Financial Inc. Experience August 2015 - Present
Job IT Analyst at Raymond James Financial, Inc.
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial, Inc. May 2015 - Present
Florida Center for Cybersecurity at the University of South Florida November 2014 - Present
University of South Florida Controller's Office October 2013 - October 2014
Florida Senator John Legg January 2014 - May 2014
Financial Services Roundtable May 2013 - August 2013
The Washington Center May 2013 - August 2013
University of South Florida Office of Dean for Students May 2012 - May 2013
Pasco County Sheriff's Office May 2012 - October 2012
Skills
Cyber-security, Cyber Intel, Research, Risk Management, Risk Assessment, Information Security, Computer Security, Firewalls, COBIT, ISO 27001, Decision Making, Data Collection, Fraud, Fraud Detection, Critical Thinking, Public Policy, Criminal Investigations
Education
University of South Florida 2014 — 2016
Master of Science (M.Sc.), Cybersecurity
University of South Florida 2009 — 2014
Bachelor of Arts, Criminology
University of South Florida 2009 — 2013
Bachelor of Arts, Sociology
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial, Inc. May 2015 - Present
Florida Center for Cybersecurity at the University of South Florida November 2014 - Present
University of South Florida Controller's Office October 2013 - October 2014
Florida Senator John Legg January 2014 - May 2014
Financial Services Roundtable May 2013 - August 2013
The Washington Center May 2013 - August 2013
University of South Florida Office of Dean for Students May 2012 - May 2013
Pasco County Sheriff's Office May 2012 - October 2012
Skills
Cyber-security, Cyber Intel, Research, Risk Management, Risk Assessment, Information Security, Computer Security, Firewalls, COBIT, ISO 27001, Decision Making, Data Collection, Fraud, Fraud Detection, Critical Thinking, Public Policy, Criminal Investigations
Education
University of South Florida 2014 — 2016
Master of Science (M.Sc.), Cybersecurity
University of South Florida 2009 — 2014
Bachelor of Arts, Criminology
University of South Florida 2009 — 2013
Bachelor of Arts, Sociology
Lauren Therrell's Raymond James Financial Inc. Experience August 2015 - Present
Job Executive Assistant/Client Services for Van Pearcy's Wealth Services Team | An Independent Firm
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Rezult Technology November 2012 - July 2015
Rezult Technology November 2011 - November 2012
CPSI January 2011 - November 2011
Skills
Recruiting, Sourcing, Networking, Management, Temporary Placement, Consulting, Technical Recruiting, Cold Calling, Information Technology, Account Management, Internet Recruiting, Leadership, Contract Recruitment, Staffing Services, Talent Management, Permanent Placement, Talent Acquisition, Interviews, New Business Development
Education
University of South Alabama
BS, Marketing Management
Raymond James Financial, Inc. August 2015 - Present
Rezult Technology November 2012 - July 2015
Rezult Technology November 2011 - November 2012
CPSI January 2011 - November 2011
Skills
Recruiting, Sourcing, Networking, Management, Temporary Placement, Consulting, Technical Recruiting, Cold Calling, Information Technology, Account Management, Internet Recruiting, Leadership, Contract Recruitment, Staffing Services, Talent Management, Permanent Placement, Talent Acquisition, Interviews, New Business Development
Education
University of South Alabama
BS, Marketing Management
John Aloia John Aloia's Raymond James Financial Inc. Experience June 2015 - Present
Job Web Administrator at Raymond James Financial
Industry Online Media
Experience
Raymond James Financial, Inc. June 2015 - Present
DJL Design, LLC May 2008 - Present
Freelance March 2007 - Present
WhiteLine Creative April 2014 - May 2015
Monarch Industries Inc./Redline Industries Inc. October 2009 - October 2014
Hit Promotional Products February 2014 - April 2014
FreightCenter October 2012 - January 2014
Acoustimac, LLC October 2011 - July 2012
Active Web Group May 2010 - September 2011
C&S Wholesale Grocers September 2007 - March 2008
Skills
Search Engine..., SEO, Web Design, Web Development, Graphic Design, Magento, Wordpress Design, SEO copywriting, Social Media Marketing, PPC, CSS, WordPress, Online Marketing, Wordpress, Dreamweaver, Google Analytics, Email Marketing, HTML 5, PHP, jQuery, JavaScript, Website Development, CMS, E-commerce, Web 2.0, Front-end, ASP.NET, E-commerce SEO, Web Applications, Google Webmaster Tools, Photoshop, HTML, SEM, Web Marketing, Keyword Research, Google Adwords, Facebook, MySQL, AJAX, Joomla, Drupal, HTML5
Education
University of Phoenix 2005 — 2009
IT/Visual Communications
Eastport High School 1991 — 1995
H.S. Diploma
Raymond James Financial, Inc. June 2015 - Present
DJL Design, LLC May 2008 - Present
Freelance March 2007 - Present
WhiteLine Creative April 2014 - May 2015
Monarch Industries Inc./Redline Industries Inc. October 2009 - October 2014
Hit Promotional Products February 2014 - April 2014
FreightCenter October 2012 - January 2014
Acoustimac, LLC October 2011 - July 2012
Active Web Group May 2010 - September 2011
C&S Wholesale Grocers September 2007 - March 2008
Skills
Search Engine..., SEO, Web Design, Web Development, Graphic Design, Magento, Wordpress Design, SEO copywriting, Social Media Marketing, PPC, CSS, WordPress, Online Marketing, Wordpress, Dreamweaver, Google Analytics, Email Marketing, HTML 5, PHP, jQuery, JavaScript, Website Development, CMS, E-commerce, Web 2.0, Front-end, ASP.NET, E-commerce SEO, Web Applications, Google Webmaster Tools, Photoshop, HTML, SEM, Web Marketing, Keyword Research, Google Adwords, Facebook, MySQL, AJAX, Joomla, Drupal, HTML5
Education
University of Phoenix 2005 — 2009
IT/Visual Communications
Eastport High School 1991 — 1995
H.S. Diploma
Davor Panic Davor Panic's Raymond James Financial Inc. Experience March 2015 - May 2015
Job Looking but not seeing.
Industry Food & Beverages
Experience
Stella Sports Bar November 2004 - Present
Raymond James Financial, Inc. March 2015 - May 2015
Oldja Enterprises (OE) Kitchen & Bath Design Center January 2015 - February 2015
United States Postal Service December 2014 - December 2014
ABC Fine Wine & Spirits April 2012 - September 2012
Education
University of South Florida 2013 — 2014
Bachelor's Degree, Global Business
University of South Florida 2004 — 2009
Bachelor's degree, Business Management
Stella Sports Bar November 2004 - Present
Raymond James Financial, Inc. March 2015 - May 2015
Oldja Enterprises (OE) Kitchen & Bath Design Center January 2015 - February 2015
United States Postal Service December 2014 - December 2014
ABC Fine Wine & Spirits April 2012 - September 2012
Education
University of South Florida 2013 — 2014
Bachelor's Degree, Global Business
University of South Florida 2004 — 2009
Bachelor's degree, Business Management
Cameron Bryan's Raymond James Financial Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Reebok June 2013 - August 2013
Skills
Teaching, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Teamwork, Leadership, Customer Service, Public Speaking, Access, Event Planning, Time Management, Marketing, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
BA, Finance, International Business
Xaverian Brothers High School 2007 — 2011
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Reebok June 2013 - August 2013
Skills
Teaching, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Teamwork, Leadership, Customer Service, Public Speaking, Access, Event Planning, Time Management, Marketing, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
BA, Finance, International Business
Xaverian Brothers High School 2007 — 2011
Brett Pechiney Brett Pechiney's Raymond James Financial Inc. Experience August 2012 - August 2013
Job C/C++/C#; Python; agile development; Worked at Raymond James Financial
Industry Computer Software
Experience
S-One Holdings Corporation April 2015 - Present
PODS Moving and Storage November 2014 - February 2015
LabTech Software September 2014 - November 2014
Raymond James Financial, Inc. August 2012 - August 2013
Sypris Electronics, LLC November 2011 - August 2012
Skills
C#, TFS, Web Application Security, Technical Writing, Python, C, C++, HTML 5, CSS3, Flask Framework, SQLAlchemy, Web Development, SQL, Agile Methodologies, JavaScript, Web Applications, Visual Studio, Linux, Software Development, HTML, .NET, Microsoft SQL Server, Databases, XML, Software Engineering, Eclipse
Education
University of South Florida
Bachelor of Science (B.S.), Computer Science
University of South Florida
Computer Science
S-One Holdings Corporation April 2015 - Present
PODS Moving and Storage November 2014 - February 2015
LabTech Software September 2014 - November 2014
Raymond James Financial, Inc. August 2012 - August 2013
Sypris Electronics, LLC November 2011 - August 2012
Skills
C#, TFS, Web Application Security, Technical Writing, Python, C, C++, HTML 5, CSS3, Flask Framework, SQLAlchemy, Web Development, SQL, Agile Methodologies, JavaScript, Web Applications, Visual Studio, Linux, Software Development, HTML, .NET, Microsoft SQL Server, Databases, XML, Software Engineering, Eclipse
Education
University of South Florida
Bachelor of Science (B.S.), Computer Science
University of South Florida
Computer Science
J. Michael DeHority's Raymond James Financial Inc. Experience 2006 - 2011
Job Chairman, Secretary/Treasurer at eMars, Inc.
Industry Financial Services
Experience
Lumatrak April 2015 - Present
eMars, Inc. January 2002 - Present
J. Michael DeHority, CPA January 1990 - Present
Raymond James Financial, Inc. 2006 - 2011
Skills
Microsoft Excel, Accounting, Tax, Tax Preparation, Financial Analysis, Financial Reporting, Budgets, Strategic Planning, Leadership, Management, Marketing, Business Strategy, Management Consulting, Team Building, Real Estate, Process Improvement, Sales, Strategic Financial...
Education
University of Notre Dame
BBA, MBA,CPA Series 7, 8, 9 and 63 FINRA Securities Licenses, Accounting and Finance
Lumatrak April 2015 - Present
eMars, Inc. January 2002 - Present
J. Michael DeHority, CPA January 1990 - Present
Raymond James Financial, Inc. 2006 - 2011
Skills
Microsoft Excel, Accounting, Tax, Tax Preparation, Financial Analysis, Financial Reporting, Budgets, Strategic Planning, Leadership, Management, Marketing, Business Strategy, Management Consulting, Team Building, Real Estate, Process Improvement, Sales, Strategic Financial...
Education
University of Notre Dame
BBA, MBA,CPA Series 7, 8, 9 and 63 FINRA Securities Licenses, Accounting and Finance
Frank Armstrong Frank Armstrong's Raymond James Financial Inc. Experience April 2010 - December 2012
Job Senior Software Engineer at Zachy's Fine Wine
Industry Information Technology and Services
Experience
Zachys Fine Wine August 2013 - Present
HERNANDO COUNTY SHERIFFS OFFICE January 2013 - April 2013
Raymond James Financial, Inc. April 2010 - December 2012
Taylor, Bean & Whitaker July 2008 - August 2009
Taylor, Bean January 2008 - May 2009
Xcenda 2006 - 2007 November 2006 - May 2008
Melting Pot Restaurant Inc February 2003 - November 2006
Web Md January 2000 - January 2003
Skills
ASP.NET, Technical Support, Software coding, Program Migration, System Deployment, Computer Maintenance, C#.NET, MVC Architecture, SSRS, SSIS, WCF Services, WPF Development, MVVM, LINQ, SQL SERVER 2008, Visual Studio 2010, WCF, C#, XML, VB.NET, T-SQL, Visual Studio, .NET, SDLC, Access, Microsoft SQL Server, Software Development, SQL, Database Design, TFS, HTML, Web Applications, Testing, Web Services
Education
University of South Florida
Bachelor of Science (B.S.), Information Technology
Zachys Fine Wine August 2013 - Present
HERNANDO COUNTY SHERIFFS OFFICE January 2013 - April 2013
Raymond James Financial, Inc. April 2010 - December 2012
Taylor, Bean & Whitaker July 2008 - August 2009
Taylor, Bean January 2008 - May 2009
Xcenda 2006 - 2007 November 2006 - May 2008
Melting Pot Restaurant Inc February 2003 - November 2006
Web Md January 2000 - January 2003
Skills
ASP.NET, Technical Support, Software coding, Program Migration, System Deployment, Computer Maintenance, C#.NET, MVC Architecture, SSRS, SSIS, WCF Services, WPF Development, MVVM, LINQ, SQL SERVER 2008, Visual Studio 2010, WCF, C#, XML, VB.NET, T-SQL, Visual Studio, .NET, SDLC, Access, Microsoft SQL Server, Software Development, SQL, Database Design, TFS, HTML, Web Applications, Testing, Web Services
Education
University of South Florida
Bachelor of Science (B.S.), Information Technology
Christine Sinicrope Christine Sinicrope's Raymond James Financial Inc. Experience June 2015 - Present
Job Mutual Fund Analyst at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Morgan Stanley February 2014 - May 2015
The Leukemia & Lymphoma Society May 2013 - August 2013
Skills
Leadership, PowerPoint, Fundraising, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Management, Advertising, Sales, Marketing Strategy, Marketing, Event Planning, Customer Service, Social Media, Presentation Skills, Communication
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Business Management
Palm Harbor University High School 2007 — 2011
International Baccalaureate Program
Raymond James Financial, Inc. June 2015 - Present
Morgan Stanley February 2014 - May 2015
The Leukemia & Lymphoma Society May 2013 - August 2013
Skills
Leadership, PowerPoint, Fundraising, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Management, Advertising, Sales, Marketing Strategy, Marketing, Event Planning, Customer Service, Social Media, Presentation Skills, Communication
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Business Management
Palm Harbor University High School 2007 — 2011
International Baccalaureate Program
Eric Radcliffe Eric Radcliffe's Raymond James Financial Inc. Experience March 2015 - Present
Job Annuities
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
West Coast Financial Group January 2014 - Present
T. Rowe Price August 2006 - May 2012
T. Rowe Price August 1999 - August 2006
Skills
Retirement Planning, Variable Products, Investments, Securities, Financial Services, Finra, ERISA, Finance, Small Business, Mutual Funds, Wealth Management..., Series 7, Series 65, Strategic Planning, Strategic Partnerships, 401k, Estate Planning, Investment Advisory, Asset Management, New Business Development
Education
University of South Florida 1990 — 1996
Bachelor of Arts (B.A.), Psychology
Raymond James Financial, Inc. March 2015 - Present
West Coast Financial Group January 2014 - Present
T. Rowe Price August 2006 - May 2012
T. Rowe Price August 1999 - August 2006
Skills
Retirement Planning, Variable Products, Investments, Securities, Financial Services, Finra, ERISA, Finance, Small Business, Mutual Funds, Wealth Management..., Series 7, Series 65, Strategic Planning, Strategic Partnerships, 401k, Estate Planning, Investment Advisory, Asset Management, New Business Development
Education
University of South Florida 1990 — 1996
Bachelor of Arts (B.A.), Psychology
Brad Simpson Brad Simpson's Raymond James Financial Inc. Experience April 2015 - Present
Job Client Service Associate at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2015 - Present
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Arts, Criminal Justice
Raymond James Financial, Inc. April 2015 - Present
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Arts, Criminal Justice
Crystal Tenn Crystal Tenn's Raymond James Financial Inc. Experience February 2015 - August 2015
Job Software Engineer II at Bloomin' Brands
Industry Computer Software
Experience
Bloomin' Brands, Inc. August 2015 - Present
Raymond James Financial, Inc. February 2015 - August 2015
Motivano July 2014 - February 2015
Kaplan Test Prep December 2009 - August 2012
University of South Florida June 2009 - May 2011
University of South Florida August 2007 - May 2011
Skills
JavaScript, C#, CSS, SQL, MongoDB, WPF, LINQ, jQuery, AngularJS, React JS, AJAX, ASP.NET, T-SQL, TFS, Software Development, Databases, Web Development
Education
FAU Medical School 2011 — 2014
Doctor of Medicine (M.D.)
University of South Florida 2007 — 2011
Bachelor of Science (BS), Chemistry, 3.87
Durant High School 2005 — 2007
High School Diploma
Bloomin' Brands, Inc. August 2015 - Present
Raymond James Financial, Inc. February 2015 - August 2015
Motivano July 2014 - February 2015
Kaplan Test Prep December 2009 - August 2012
University of South Florida June 2009 - May 2011
University of South Florida August 2007 - May 2011
Skills
JavaScript, C#, CSS, SQL, MongoDB, WPF, LINQ, jQuery, AngularJS, React JS, AJAX, ASP.NET, T-SQL, TFS, Software Development, Databases, Web Development
Education
FAU Medical School 2011 — 2014
Doctor of Medicine (M.D.)
University of South Florida 2007 — 2011
Bachelor of Science (BS), Chemistry, 3.87
Durant High School 2005 — 2007
High School Diploma
Paul Ballas's Raymond James Financial Inc. Experience May 2015 - Present
Job Intern at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Chesapeake Digital Technologies CDTek.com June 2014 - Present
Rock Shop Camp July 2012 - July 2012
R & B Detailing June 2010 - August 2010
Skills
Business, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Social Media, Data Analysis, Social Media Marketing, Marketing Strategy, Equity Valuation, Facebook, Animal Husbandry
Education
University of Richmond - Robins School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Economics
McDonogh High School 1999 — 2012
Mcdonogh School 1998 — 2012
High school Diploma
University of Richmond
Finance, Marketing
Raymond James Financial, Inc. May 2015 - Present
Chesapeake Digital Technologies CDTek.com June 2014 - Present
Rock Shop Camp July 2012 - July 2012
R & B Detailing June 2010 - August 2010
Skills
Business, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Social Media, Data Analysis, Social Media Marketing, Marketing Strategy, Equity Valuation, Facebook, Animal Husbandry
Education
University of Richmond - Robins School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Economics
McDonogh High School 1999 — 2012
Mcdonogh School 1998 — 2012
High school Diploma
University of Richmond
Finance, Marketing
Brenton Atcheson Brenton Atcheson's Raymond James Financial Inc. Experience June 2015 - Present
Job Analyst at Raymond James Financial, Inc.
Industry Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
BKDA Specialty Products January 2013 - Present
The Capital Corporation September 2014 - June 2015
Sotheby's June 2014 - August 2014
Strategic Staffing & Supply March 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Data Analysis, Time Management, Financial Analysis, Financial Modeling, Leadership
Education
University of South Carolina-Columbia 2011 — 2015
Finance, Entrepreneurial Management, German, African Studies
Sewickley Academy 2002 — 2011
College Preparatory Day School, 6th-12th
Raymond James Financial, Inc. June 2015 - Present
BKDA Specialty Products January 2013 - Present
The Capital Corporation September 2014 - June 2015
Sotheby's June 2014 - August 2014
Strategic Staffing & Supply March 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Data Analysis, Time Management, Financial Analysis, Financial Modeling, Leadership
Education
University of South Carolina-Columbia 2011 — 2015
Finance, Entrepreneurial Management, German, African Studies
Sewickley Academy 2002 — 2011
College Preparatory Day School, 6th-12th
Laura Cohen Laura Cohen's Raymond James Financial Inc. Experience July 2015 - Present
Job Customer Account Associate II at Raymond James Financial, Inc.
Industry Staffing and Recruiting
Experience
Raymond James Financial, Inc. July 2015 - Present
WilsonHCG 2014 - Present
Skills
Talent Acquisition, Recruiting, Sourcing, Applicant Tracking..., Leadership, Time Management, Interviews, Social Networking, College Recruiting, Internet Recruiting, Cold Calling, Microsoft Office, Screening Resumes, Training, Technical Recruiting, Consulting
Education
University of South Florida
Management
Raymond James Financial, Inc. July 2015 - Present
WilsonHCG 2014 - Present
Skills
Talent Acquisition, Recruiting, Sourcing, Applicant Tracking..., Leadership, Time Management, Interviews, Social Networking, College Recruiting, Internet Recruiting, Cold Calling, Microsoft Office, Screening Resumes, Training, Technical Recruiting, Consulting
Education
University of South Florida
Management
Kimberly Russell Kimberly Russell's Raymond James Financial Inc. Experience April 2015 - Present
Job Analyst, Raymond James Financial
Industry Banking
Experience
Raymond James Financial, Inc. April 2015 - Present
Renasant Bank November 2012 - April 2015
Suncoast Credit Union April 2012 - November 2012
Suncoast Credit Union January 2011 - April 2012
Hunter Communities, Inc. January 2010 - January 2011
Suncoast Credit Union July 2001 - January 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Windows, Banking, Business Analysis, Vendor Management, Risk Management, Credit, Finance, Mortgage Lending, Citrix, Loans, Loan Origination, Windows Server, Microsoft Exchange, Underwriting, Credit Analysis, SharePoint, Mortgage Banking, Management, Outlook, Visio, Active Directory, Disaster Recovery, English
Education
University of South Florida
Raymond James Financial, Inc. April 2015 - Present
Renasant Bank November 2012 - April 2015
Suncoast Credit Union April 2012 - November 2012
Suncoast Credit Union January 2011 - April 2012
Hunter Communities, Inc. January 2010 - January 2011
Suncoast Credit Union July 2001 - January 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Windows, Banking, Business Analysis, Vendor Management, Risk Management, Credit, Finance, Mortgage Lending, Citrix, Loans, Loan Origination, Windows Server, Microsoft Exchange, Underwriting, Credit Analysis, SharePoint, Mortgage Banking, Management, Outlook, Visio, Active Directory, Disaster Recovery, English
Education
University of South Florida
Matthew Lesser Matthew Lesser's Raymond James Financial Inc. Experience May 2015 - August 2015
Job Student at The Wharton School
Industry Financial Services
Experience
The Wharton School January 2014 - Present
Raymond James Financial, Inc. May 2015 - August 2015
Raymond James Financial Inc. June 2014 - August 2014
UBS June 2013 - August 2013
Skills
Statistics, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Business Analytics
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science in Economics with Concentrations in Finance, Accounting and Statistics, Minor in Mathematics
Jericho High School 2009 — 2013
The Wharton School January 2014 - Present
Raymond James Financial, Inc. May 2015 - August 2015
Raymond James Financial Inc. June 2014 - August 2014
UBS June 2013 - August 2013
Skills
Statistics, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Business Analytics
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science in Economics with Concentrations in Finance, Accounting and Statistics, Minor in Mathematics
Jericho High School 2009 — 2013
Blake Dinger'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
University of Michigan June 2012 - September 2014
University of Michigan September 2010 - June 2014
University of Michigan January 2011 - June 2012
Skills
Microsoft Office, PowerPoint, Teamwork, Public Speaking, Research, Economics, Investments, Analysis, Derivatives, Social Media, Data Analysis, Financial Modeling
Education
University of Michigan 2010 — 2014
BA, Economics
CFA Institute
Level II Candidate in the CFA Program
Raymond James Financial, Inc. June 2015 - Present
University of Michigan June 2012 - September 2014
University of Michigan September 2010 - June 2014
University of Michigan January 2011 - June 2012
Skills
Microsoft Office, PowerPoint, Teamwork, Public Speaking, Research, Economics, Investments, Analysis, Derivatives, Social Media, Data Analysis, Financial Modeling
Education
University of Michigan 2010 — 2014
BA, Economics
CFA Institute
Level II Candidate in the CFA Program
Daniel Friedman Daniel Friedman's Raymond James Financial Inc. Experience June 2015 - Present
Job Investment Banking Analyst
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Royal Bank of Scotland June 2014 - August 2014
Acoustic Artisans May 2013 - August 2013
Partners for World Health May 2013 - August 2013
Fund for the Public Interest April 2011 - August 2011
Skills
Finance, Microsoft Office, Management, Data Analysis, Customer Service, Financial Analysis, Financial Accounting, Leadership, Entrepreneurship, Business Strategy, Social Media, Team Leadership, Databases, HTML, C++, Python, Fundraising, Financial Modeling, Public Speaking, PowerPoint, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan 2011 — 2015
Scarborough High School
Raymond James Financial, Inc. June 2015 - Present
Royal Bank of Scotland June 2014 - August 2014
Acoustic Artisans May 2013 - August 2013
Partners for World Health May 2013 - August 2013
Fund for the Public Interest April 2011 - August 2011
Skills
Finance, Microsoft Office, Management, Data Analysis, Customer Service, Financial Analysis, Financial Accounting, Leadership, Entrepreneurship, Business Strategy, Social Media, Team Leadership, Databases, HTML, C++, Python, Fundraising, Financial Modeling, Public Speaking, PowerPoint, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan 2011 — 2015
Scarborough High School
Shriyan Sanmuganathan Shriyan Sanmuganathan's Raymond James Financial Inc. Experience December 2014 - Present
Job Raymond James Financial
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. December 2014 - Present
Chase Paymentech July 2011 - December 2014
Infocus Solutions LLC July 2009 - July 2011
Focus INC. May 2003 - July 2009
Ascent Dynamics, Inc December 2001 - May 2004
Hydrogen Media January 2000 - January 2002
eCloudburst, Inc March 2001 - December 2001
Hydrogen Media, Inc January 2000 - 2001
Skills
Web Services, Tomcat, XML, Java Enterprise Edition, Hibernate, Java, jQuery, MVC, Struts, JSP, Servlets, SOAP, JavaSE, Eclipse, MySQL, Databases, DB2, Spring, JavaScript, REST, J2EE, J2SE, Struts2, JSF, JDBC, iBatis, Ant, JUnit, Weblogic, AJAX, Swing, SOA, Jasper Reports, JSTL, PL/SQL, Subversion, iOS, JAX-WS, JAX-RS, Jersey, MongoDB, Backbone.js, Bootstrap, Spring Framework, WebLogic
Education
University of South Florida 1998 — 1999
Bachelor of Science, Computer Science
Wichita State University 1996 — 1997
Computer Science
19941996 Institute of Technological Studies 1994 — 1996
Diploma, Computer Science
Institute of Technological Studies 1994 — 1996
Computer Science
St. Joseph's College, Colombo 1987 — 1990
Raymond James Financial, Inc. December 2014 - Present
Chase Paymentech July 2011 - December 2014
Infocus Solutions LLC July 2009 - July 2011
Focus INC. May 2003 - July 2009
Ascent Dynamics, Inc December 2001 - May 2004
Hydrogen Media January 2000 - January 2002
eCloudburst, Inc March 2001 - December 2001
Hydrogen Media, Inc January 2000 - 2001
Skills
Web Services, Tomcat, XML, Java Enterprise Edition, Hibernate, Java, jQuery, MVC, Struts, JSP, Servlets, SOAP, JavaSE, Eclipse, MySQL, Databases, DB2, Spring, JavaScript, REST, J2EE, J2SE, Struts2, JSF, JDBC, iBatis, Ant, JUnit, Weblogic, AJAX, Swing, SOA, Jasper Reports, JSTL, PL/SQL, Subversion, iOS, JAX-WS, JAX-RS, Jersey, MongoDB, Backbone.js, Bootstrap, Spring Framework, WebLogic
Education
University of South Florida 1998 — 1999
Bachelor of Science, Computer Science
Wichita State University 1996 — 1997
Computer Science
19941996 Institute of Technological Studies 1994 — 1996
Diploma, Computer Science
Institute of Technological Studies 1994 — 1996
Computer Science
St. Joseph's College, Colombo 1987 — 1990
Tonya Fletcher Tonya Fletcher's Raymond James Financial Inc. Experience June 2015 - Present
Job Senior Advisor, Employment Practices at Raymond James Financial, Inc.
Industry Human Resources
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial, Inc. 2011 - Present
Advantec 2003 - 2011
BD 1999 - 2002
Skills
Employee Relations, Legal Compliance, Onboarding, Talent Management, HRIS, Succession Planning, Recruiting, Human Resources, Performance Management, Organizational..., Management, Leadership, Change Management, Personnel Management, Employee Benefits, Training, Job Descriptions, Temporary Placement, Workforce Planning, Organizational..., Benefits Administration, Talent Acquisition, SPHR, HR Consulting, Employee Handbooks
Education
University of North Carolina at Chapel Hill
BA, Political Science
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial, Inc. 2011 - Present
Advantec 2003 - 2011
BD 1999 - 2002
Skills
Employee Relations, Legal Compliance, Onboarding, Talent Management, HRIS, Succession Planning, Recruiting, Human Resources, Performance Management, Organizational..., Management, Leadership, Change Management, Personnel Management, Employee Benefits, Training, Job Descriptions, Temporary Placement, Workforce Planning, Organizational..., Benefits Administration, Talent Acquisition, SPHR, HR Consulting, Employee Handbooks
Education
University of North Carolina at Chapel Hill
BA, Political Science
Noble Fowler's Raymond James Financial Inc. Experience July 2015 - Present
Job Jr. Director at Triad Foundation Inc.
Industry Philanthropy
Experience
Raymond James Financial, Inc. July 2015 - Present
Triad Foundation, inc July 2010 - Present
Raymond James Financial Inc. June 2014 - August 2014
Maxus June 2013 - August 2013
Skills
Sales, Leadership, Microsoft Excel, Microsoft Word, Research, Due Diligence
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's Degree, Business Administration and Management, General, Senior
Raymond James Financial, Inc. July 2015 - Present
Triad Foundation, inc July 2010 - Present
Raymond James Financial Inc. June 2014 - August 2014
Maxus June 2013 - August 2013
Skills
Sales, Leadership, Microsoft Excel, Microsoft Word, Research, Due Diligence
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's Degree, Business Administration and Management, General, Senior
Kristin Chenault Kristin Chenault's Raymond James Financial Inc. Experience August 2015 - Present
Job Practice Management Specialist at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. December 2014 - August 2015
Raymond James Financial Inc. March 2013 - December 2014
Southwest Airlines August 2012 - December 2012
LCG Capital April 2012 - July 2012
University of South Florida Athletics: Marketing Department January 2012 - May 2012
Just Right T-Shirts 2006 - 2009
Skills
Event Management, Press Releases, PowerPoint, Social Media, Budgets, Event Planning, Market Research, Microsoft Word, Facebook, Brand Management, Financial Analysis, Microsoft Excel, Research, Account Management, Determination, Marketing Strategy, Marketing Communications, Organization, Trend Analysis
Education
University of South Florida 2015 — 2018
Master of Business Administration (M.B.A.)
University of South Florida 2008 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. December 2014 - August 2015
Raymond James Financial Inc. March 2013 - December 2014
Southwest Airlines August 2012 - December 2012
LCG Capital April 2012 - July 2012
University of South Florida Athletics: Marketing Department January 2012 - May 2012
Just Right T-Shirts 2006 - 2009
Skills
Event Management, Press Releases, PowerPoint, Social Media, Budgets, Event Planning, Market Research, Microsoft Word, Facebook, Brand Management, Financial Analysis, Microsoft Excel, Research, Account Management, Determination, Marketing Strategy, Marketing Communications, Organization, Trend Analysis
Education
University of South Florida 2015 — 2018
Master of Business Administration (M.B.A.)
University of South Florida 2008 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Alexandra Bogovic Alexandra Bogovic's Raymond James Financial Inc. Experience August 2015 - Present
Job Marketing Generalist Intern at Raymond James Financial, Inc. | Past President, USF AMA
Industry Marketing and Advertising
Experience
Raymond James Financial, Inc. August 2015 - Present
Pearson North America August 2013 - Present
Tech Data June 2015 - August 2015
American Marketing Association December 2014 - May 2015
Cox Media Group September 2014 - December 2014
American Marketing Association August 2014 - December 2014
Publix Super Markets May 2012 - October 2014
Tech Data May 2014 - August 2014
American Marketing Association January 2014 - May 2014
Fluent Grp February 2014 - March 2014
Skills
Social Media, Time Management, Event Planning, Sales, Management, Event Management, Teamwork, Facebook, Training, PowerPoint, Fundraising, Competitive Analysis, Market Research, Communication, Networking, SAP, Qualitative Research, Project Management, Professional Writing, Microsoft Excel, Marketing, Mobile Devices
Education
University of South Florida 2012 — 2015
Bachelor's Degree, Marketing
Raymond James Financial, Inc. August 2015 - Present
Pearson North America August 2013 - Present
Tech Data June 2015 - August 2015
American Marketing Association December 2014 - May 2015
Cox Media Group September 2014 - December 2014
American Marketing Association August 2014 - December 2014
Publix Super Markets May 2012 - October 2014
Tech Data May 2014 - August 2014
American Marketing Association January 2014 - May 2014
Fluent Grp February 2014 - March 2014
Skills
Social Media, Time Management, Event Planning, Sales, Management, Event Management, Teamwork, Facebook, Training, PowerPoint, Fundraising, Competitive Analysis, Market Research, Communication, Networking, SAP, Qualitative Research, Project Management, Professional Writing, Microsoft Excel, Marketing, Mobile Devices
Education
University of South Florida 2012 — 2015
Bachelor's Degree, Marketing
Sonya Khalil Sonya Khalil's Raymond James Financial Inc. Experience July 2015 - Present
Job Accountant IV Tax/Capital Management at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. June 2014 - July 2015
PriceWaterhouseCoopers April 2012 - June 2014
Pinellas County Government - Department of Environment and Infrastructure (DEI) January 2012 - March 2012
Skills
Microsoft Excel, GoSystems, Adobe Acrobat, Tax Preparation, Time Management, Project Management, Team Building, Management, Program Management, Tax, Auditing, Leadership, Accounting, GAAP, Internal Controls, Budgets, Financial Reporting, Process Improvement, SEC filings, QuickBooks, Financial Analysis, Team Leadership, Business Analysis, Financial Statements, Analysis
Education
University of South Florida - College of Business Administration 2007 — 2011
Bachelor of Science, Finance, GPA 3.58
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. June 2014 - July 2015
PriceWaterhouseCoopers April 2012 - June 2014
Pinellas County Government - Department of Environment and Infrastructure (DEI) January 2012 - March 2012
Skills
Microsoft Excel, GoSystems, Adobe Acrobat, Tax Preparation, Time Management, Project Management, Team Building, Management, Program Management, Tax, Auditing, Leadership, Accounting, GAAP, Internal Controls, Budgets, Financial Reporting, Process Improvement, SEC filings, QuickBooks, Financial Analysis, Team Leadership, Business Analysis, Financial Statements, Analysis
Education
University of South Florida - College of Business Administration 2007 — 2011
Bachelor of Science, Finance, GPA 3.58
Jeffrey Kuhl, MBA Jeffrey Kuhl, MBA's Raymond James Financial Inc. Experience July 2015 - Present
Job Supervisor, Financial Reporting Allocations/Budget
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. September 2012 - July 2015
OSI Restaurant Partners March 2006 - February 2011
The Bank of Tampa August 2002 - March 2006
Sports Authority June 2001 - July 2002
Skills
Lawson General Ledger, Microsoft Office 2007, Analytical Skills, Highly detail oriented, Financial Analysis, Financial Accounting, Finance, General Ledger, Account Reconciliation, QuickBooks, Financial Modeling, Hyperion Enterprise, Accounting, Bank Reconciliation, Payroll, Variance Analysis, Financial Reporting, SEC filings, Analysis, Accounts Receivable
Education
University of South Florida - College of Business Administration 2009 — 2011
Masters, Business Administration; Finance, Management & Entrepreneurship, 3.7 GPA
University of South Florida - College of Business Administration 2001 — 2005
Bachelor, Finance, 3.2 GPA
Lake Region High School 1997 — 2001
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. September 2012 - July 2015
OSI Restaurant Partners March 2006 - February 2011
The Bank of Tampa August 2002 - March 2006
Sports Authority June 2001 - July 2002
Skills
Lawson General Ledger, Microsoft Office 2007, Analytical Skills, Highly detail oriented, Financial Analysis, Financial Accounting, Finance, General Ledger, Account Reconciliation, QuickBooks, Financial Modeling, Hyperion Enterprise, Accounting, Bank Reconciliation, Payroll, Variance Analysis, Financial Reporting, SEC filings, Analysis, Accounts Receivable
Education
University of South Florida - College of Business Administration 2009 — 2011
Masters, Business Administration; Finance, Management & Entrepreneurship, 3.7 GPA
University of South Florida - College of Business Administration 2001 — 2005
Bachelor, Finance, 3.2 GPA
Lake Region High School 1997 — 2001
Kenneth Stanley, CFA Kenneth Stanley, CFA's Raymond James Financial Inc. Experience March 2015 - Present
Job Senior Vice President & Portfolio Manager at Raymond James Trust
Industry Investment Management
Experience
Raymond James Financial, Inc. March 2015 - Present
BB&T October 2008 - March 2015
SunTrust Bank September 1998 - September 2008
First Union Securities January 1998 - August 1998
Merrill Lynch September 1996 - January 1998
J.B. Hanauer & Company June 1994 - August 1996
MetLife February 1992 - June 1994
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Alternative Investments, Accounting, Wealth Management, Wealth Management..., Investment Management, Asset Managment, Investment Advisory, High Net Worth..., Investment Strategies
Education
University of South Florida - College of Business Administration 1984 — 1991
Master & BS, Accounting
Raymond James Financial, Inc. March 2015 - Present
BB&T October 2008 - March 2015
SunTrust Bank September 1998 - September 2008
First Union Securities January 1998 - August 1998
Merrill Lynch September 1996 - January 1998
J.B. Hanauer & Company June 1994 - August 1996
MetLife February 1992 - June 1994
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Alternative Investments, Accounting, Wealth Management, Wealth Management..., Investment Management, Asset Managment, Investment Advisory, High Net Worth..., Investment Strategies
Education
University of South Florida - College of Business Administration 1984 — 1991
Master & BS, Accounting
Regina Burks Regina Burks's Raymond James Financial Inc. Experience February 2015 - June 2015
Job Instructional Designer at RedVector
Industry E-Learning
Experience
RedVector June 2015 - Present
Raymond James Financial, Inc. February 2015 - June 2015
Suncoast Credit Union March 2014 - September 2014
University of South Florida May 2013 - June 2014
TDC Government Solutions, a division of TechUSA, LLC / Carley Corporation July 2013 - December 2013
SOE Software July 2012 - November 2012
Alorica October 2011 - July 2012
Borders August 2010 - July 2011
Marian H. McGrath, P.A. October 2010 - February 2011
CRMPlus Consulting, Inc. May 2009 - December 2010
Skills
Technical Writing, Captivate, Dreamweaver, E-Learning, Flash, Editing, Learning Management..., Training, Photoshop, HTML, Creative Writing, InDesign, JavaScript, Proofreading, Web Design, Adobe Acrobat, Microsoft Word, Outlook, Canvas, ADDIE, Multimedia, Instructional Design, Blackboard, articulate storyline, Learning Management, SnagIt, SAM
Education
University of South Florida 2013 — 2016
Masters of Education, Instructional Technology
University of South Florida 2005 — 2010
English, Technical Writing, Creative Writing
RedVector June 2015 - Present
Raymond James Financial, Inc. February 2015 - June 2015
Suncoast Credit Union March 2014 - September 2014
University of South Florida May 2013 - June 2014
TDC Government Solutions, a division of TechUSA, LLC / Carley Corporation July 2013 - December 2013
SOE Software July 2012 - November 2012
Alorica October 2011 - July 2012
Borders August 2010 - July 2011
Marian H. McGrath, P.A. October 2010 - February 2011
CRMPlus Consulting, Inc. May 2009 - December 2010
Skills
Technical Writing, Captivate, Dreamweaver, E-Learning, Flash, Editing, Learning Management..., Training, Photoshop, HTML, Creative Writing, InDesign, JavaScript, Proofreading, Web Design, Adobe Acrobat, Microsoft Word, Outlook, Canvas, ADDIE, Multimedia, Instructional Design, Blackboard, articulate storyline, Learning Management, SnagIt, SAM
Education
University of South Florida 2013 — 2016
Masters of Education, Instructional Technology
University of South Florida 2005 — 2010
English, Technical Writing, Creative Writing
Sanja Smajlovic Sanja Smajlovic's Raymond James Financial Inc. Experience June 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Invest Financial September 2014 - May 2015
Raymond James Financial Services May 2011 - September 2014
Raymond James Financial Services October 2009 - May 2011
Raymond James & Associates, Inc November 2007 - October 2009
Skills
Series 7, Series 24, Compliance, FINRA, Licensed Life & Health..., Variable Annuities
Education
University of South Florida 2003 — 2007
Bachelor, Finance
Raymond James Financial, Inc. June 2015 - Present
Invest Financial September 2014 - May 2015
Raymond James Financial Services May 2011 - September 2014
Raymond James Financial Services October 2009 - May 2011
Raymond James & Associates, Inc November 2007 - October 2009
Skills
Series 7, Series 24, Compliance, FINRA, Licensed Life & Health..., Variable Annuities
Education
University of South Florida 2003 — 2007
Bachelor, Finance
Eric Yates Eric Yates's Raymond James Financial Inc. Experience 2014 - Present
Job SVP Director of Equity Structured Products at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. 2014 - Present
Raymond James Financial, Inc. 2012 - 2014
Raymond James Financial, Inc. 2004 - 2012
Raymond James Financial, Inc. 1998 - 2004
Salomon Brothers 1994 - 1998
Skills
Series 7, Securities, Trading, Equities, Wealth Management, Structured Products, Public Equity Offerings, Equity Research, Alternative Investments, Capital Markets, Asset Management, Equity Trading, Financial Services, Finance, Investments
Education
University of South Florida 1990 — 1994
BS, Finance
Raymond James Financial, Inc. 2014 - Present
Raymond James Financial, Inc. 2012 - 2014
Raymond James Financial, Inc. 2004 - 2012
Raymond James Financial, Inc. 1998 - 2004
Salomon Brothers 1994 - 1998
Skills
Series 7, Securities, Trading, Equities, Wealth Management, Structured Products, Public Equity Offerings, Equity Research, Alternative Investments, Capital Markets, Asset Management, Equity Trading, Financial Services, Finance, Investments
Education
University of South Florida 1990 — 1994
BS, Finance
Brock Hall Brock Hall's Raymond James Financial Inc. Experience June 2015 - Present
Job Finance Intern at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
UNCW Campus Recreation December 2012 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Teamwork, Time Management
Education
University of North Carolina at Wilmington 2012 — 2016
Bachelor's Degree, Finance, General
Raymond James Financial, Inc. June 2015 - Present
UNCW Campus Recreation December 2012 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Teamwork, Time Management
Education
University of North Carolina at Wilmington 2012 — 2016
Bachelor's Degree, Finance, General
Marcela Yepes Marcela Yepes's Raymond James Financial Inc. Experience March 2015 - Present
Job Financial Reporting Accountant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
Raymond James & Associates, Inc January 2012 - March 2015
Coca-Cola Refreshments June 2010 - January 2012
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Finance, Microsoft Office, Access, Leadership, Financial Accounting, Variance Analysis, Account Reconciliation, General Ledger, Internal Controls, Auditing, Project Management, Forecasting, QuickBooks, Sarbanes-Oxley Act, Hyperion Enterprise, US GAAP, Tax, GAAP, Financial Statements, Internal Audit, SEC filings, Managerial Finance, CPA, Strategic Financial..., Cost Accounting
Education
University of South Florida 2007 — 2011
Bachelor of Arts (BA), Accounting and Finance
Raymond James Financial, Inc. March 2015 - Present
Raymond James & Associates, Inc January 2012 - March 2015
Coca-Cola Refreshments June 2010 - January 2012
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Finance, Microsoft Office, Access, Leadership, Financial Accounting, Variance Analysis, Account Reconciliation, General Ledger, Internal Controls, Auditing, Project Management, Forecasting, QuickBooks, Sarbanes-Oxley Act, Hyperion Enterprise, US GAAP, Tax, GAAP, Financial Statements, Internal Audit, SEC filings, Managerial Finance, CPA, Strategic Financial..., Cost Accounting
Education
University of South Florida 2007 — 2011
Bachelor of Arts (BA), Accounting and Finance
Logan Marshall Logan Marshall's Raymond James Financial Inc. Experience June 2015 - Present
Job Transition Consultant at Raymond James Financial Inc
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. October 2013 - May 2015
Lamar Advertising January 2013 - May 2013
Pelican Homes May 2011 - August 2011
High Pointe IT Consultants June 2010 - August 2010
Skills
SAP, ERP, Microsoft Office, Licensed Life & Health..., Networking, Account Management, Strategic Planning, Team Leadership, Management, Advertising, Negotiation, Budgets, Team Building, Cold Calling, Marketing, Insurance, Licensed Property &..., Insurance Adjusting
Education
University of Mississippi - School of Business Administration 2008 — 2012
BBA, Managerial Finance
St. Patrick Catholic High School 2007 — 2008
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. October 2013 - May 2015
Lamar Advertising January 2013 - May 2013
Pelican Homes May 2011 - August 2011
High Pointe IT Consultants June 2010 - August 2010
Skills
SAP, ERP, Microsoft Office, Licensed Life & Health..., Networking, Account Management, Strategic Planning, Team Leadership, Management, Advertising, Negotiation, Budgets, Team Building, Cold Calling, Marketing, Insurance, Licensed Property &..., Insurance Adjusting
Education
University of Mississippi - School of Business Administration 2008 — 2012
BBA, Managerial Finance
St. Patrick Catholic High School 2007 — 2008
Jee Lee Jee Lee's Raymond James Financial Inc. Experience November 2014 - Present
Job Compliance Examination Supervisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2014 - Present
Kimchi Korean Restaurant November 2010 - Present
Raymond James Financial, Inc. February 2014 - November 2014
Raymond James Financial, Inc. May 2012 - February 2014
Raymond James Financial, Inc. March 2010 - April 2012
Skills
Series 7, Microsoft Excel, Microsoft Office, Analysis, Research, Microsoft Word, Series 24, Series 66, Financial Analysis, Leadership, Management, Financial Services
Education
University of South Florida 2002 — 2006
Bachelors, Finance, Economics
Raymond James Financial, Inc. November 2014 - Present
Kimchi Korean Restaurant November 2010 - Present
Raymond James Financial, Inc. February 2014 - November 2014
Raymond James Financial, Inc. May 2012 - February 2014
Raymond James Financial, Inc. March 2010 - April 2012
Skills
Series 7, Microsoft Excel, Microsoft Office, Analysis, Research, Microsoft Word, Series 24, Series 66, Financial Analysis, Leadership, Management, Financial Services
Education
University of South Florida 2002 — 2006
Bachelors, Finance, Economics
Kelly Sanidas Kelly Sanidas's Raymond James Financial Inc. Experience January 1990 - May 1993
Job Partner/Developer at DiveIn Software, LLC
Industry Information Services
Experience
DiveIn Software, LLC April 2014 - Present
PricewaterhouseCoopers April 2004 - Present
CP Ships February 2002 - April 2004
IBM Global Services June 1997 - February 2001
Raymond James Financial, Inc. January 1990 - May 1993
Skills
Java, ASP.NET, SQL, JSP, Servlets, JavaScript, jQuery, AngularJS, Eclipse, CVS, Web Applications, IT Audit, Visual Studio, Microsoft SQL Server, IT Management, Databases, Oracle, Requirements Analysis, Software Development, SDLC, XML, TFS
Education
University of South Florida 1992 — 1997
B.S., MIS
DiveIn Software, LLC April 2014 - Present
PricewaterhouseCoopers April 2004 - Present
CP Ships February 2002 - April 2004
IBM Global Services June 1997 - February 2001
Raymond James Financial, Inc. January 1990 - May 1993
Skills
Java, ASP.NET, SQL, JSP, Servlets, JavaScript, jQuery, AngularJS, Eclipse, CVS, Web Applications, IT Audit, Visual Studio, Microsoft SQL Server, IT Management, Databases, Oracle, Requirements Analysis, Software Development, SDLC, XML, TFS
Education
University of South Florida 1992 — 1997
B.S., MIS
Tyson Rigg's Raymond James Financial Inc. Experience September 2015 - Present
Job Business Development Specialist at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Telfer Capital Fund May 2015 - Present
TMX Group April 2015 - Present
Telfer School of Management - École de gestion Telfer September 2014 - Present
NAV CANADA June 2015 - September 2015
Canada Border Services Agency July 2013 - June 2015
Ray Friel Recreation Centre June 2010 - June 2013
Skills
Leadership, Time Management, Communicative Skills, Teamwork, Presentations, Training, Engaging Public Speaker, Social Networking, Marketing, Customer Service, Organization, Writing, Exceptional public..., Sports, Dependable Team Player, Legal Research, Online Research, Marketing Strategy, Equities, DCF Valuation, Investor Reporting, Due Diligence, Communication
Education
University of Ottawa / Université d'Ottawa 2012 — 2016
Bachelor of Commerce (B.Com.), Finance
St.peter Catholic High School 2008 — 2012
Grade 12 Graduate
Raymond James Financial, Inc. September 2015 - Present
Telfer Capital Fund May 2015 - Present
TMX Group April 2015 - Present
Telfer School of Management - École de gestion Telfer September 2014 - Present
NAV CANADA June 2015 - September 2015
Canada Border Services Agency July 2013 - June 2015
Ray Friel Recreation Centre June 2010 - June 2013
Skills
Leadership, Time Management, Communicative Skills, Teamwork, Presentations, Training, Engaging Public Speaker, Social Networking, Marketing, Customer Service, Organization, Writing, Exceptional public..., Sports, Dependable Team Player, Legal Research, Online Research, Marketing Strategy, Equities, DCF Valuation, Investor Reporting, Due Diligence, Communication
Education
University of Ottawa / Université d'Ottawa 2012 — 2016
Bachelor of Commerce (B.Com.), Finance
St.peter Catholic High School 2008 — 2012
Grade 12 Graduate
Andy Derisier's Raymond James Financial Inc. Experience June 2014 - May 2015
Job Junior Technology Analyst at Private
Industry Information Technology and Services
Experience
Private July 2015 - Present
Raymond James Financial, Inc. June 2014 - May 2015
University of South Florida 2012 - 2014
ProVest LLC January 2013 - April 2013
Skills
Computer Hardware, Cisco Technologies, Microsoft SQL Server, Technical Support, Windows Server, Visual C#, HTML, Switches, Computer Proficiency, Computer Maintenance, Computer Repair, OSI Model, Cisco IOS, Cisco Routers, Network Troubleshooting, Router Configuration, Data Center, Structured Cabling, Cabling, ITIL Certified
Education
University of South Florida 2012 — 2014
Bachelor's Degree, Management Information Systems
Hillsborough Community College
Associate's Degree, Computer Information Systems
Private July 2015 - Present
Raymond James Financial, Inc. June 2014 - May 2015
University of South Florida 2012 - 2014
ProVest LLC January 2013 - April 2013
Skills
Computer Hardware, Cisco Technologies, Microsoft SQL Server, Technical Support, Windows Server, Visual C#, HTML, Switches, Computer Proficiency, Computer Maintenance, Computer Repair, OSI Model, Cisco IOS, Cisco Routers, Network Troubleshooting, Router Configuration, Data Center, Structured Cabling, Cabling, ITIL Certified
Education
University of South Florida 2012 — 2014
Bachelor's Degree, Management Information Systems
Hillsborough Community College
Associate's Degree, Computer Information Systems
James Hazelton James Hazelton's Raymond James Financial Inc. Experience June 2014 - Present
Job Build Release Engineer at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2014 - Present
Raymond James Financial, Inc. July 2006 - June 2014
Raymond James Financial, Inc. June 1999 - June 2006
Skills
TACL Programming, RMS, TFS, StarTeam, Software Build, Configuration Management, Release Management, Service Desk, MKS Integrity, HP NonStop
Education
University of South Florida 1996 — 1998
Bachelor’s Degree, Management Information Systems, General
Raymond James Financial, Inc. June 2014 - Present
Raymond James Financial, Inc. July 2006 - June 2014
Raymond James Financial, Inc. June 1999 - June 2006
Skills
TACL Programming, RMS, TFS, StarTeam, Software Build, Configuration Management, Release Management, Service Desk, MKS Integrity, HP NonStop
Education
University of South Florida 1996 — 1998
Bachelor’s Degree, Management Information Systems, General
Miguel Becerra Miguel Becerra's Raymond James Financial Inc. Experience January 2015 - September 2015
Job Advisory Media & Entertainment at EY
Industry Accounting
Experience
EY September 2015 - Present
Raymond James Financial, Inc. January 2015 - September 2015
Mise en Place September 2014 - January 2015
FC of Arcadia November 2013 - June 2014
Huntington Golf and Country Club June 2013 - August 2013
Old Westbury Golf and Country Club 2011 - 2013
Skills
Accounting, Customer Service, Human Resources, Teamwork, Leadership, Microsoft Office, Microsoft Excel, Time Management, PowerPoint
Education
University of South Florida
Accounting
EY September 2015 - Present
Raymond James Financial, Inc. January 2015 - September 2015
Mise en Place September 2014 - January 2015
FC of Arcadia November 2013 - June 2014
Huntington Golf and Country Club June 2013 - August 2013
Old Westbury Golf and Country Club 2011 - 2013
Skills
Accounting, Customer Service, Human Resources, Teamwork, Leadership, Microsoft Office, Microsoft Excel, Time Management, PowerPoint
Education
University of South Florida
Accounting
Yadira Vega Delmoral's Raymond James Financial Inc. Experience September 2015 - Present
Job AML Client Intelligence Supervisor
Industry Security and Investigations
Experience
Raymond James Financial, Inc. September 2015 - Present
Citi March 2013 - September 2015
ADT September 2012 - February 2013
T-Mobile October 2009 - September 2012
AMANTYX Properties & Management March 2011 - December 2011
Skills
Sales, Customer Service, Customer Satisfaction, Customer Retention, Office Administration, Supervisory Skills, Follow-up, Phone Etiquette, Real Estate License, Microsoft Office, Adobe Creative Suite, Mac OS, Windows, Bilingual-Spanish, Customer Experience, Facebook, Direct Sales, Social Networking, Wireless, Social Media Marketing, Management, Anti Money Laundering, Account Management, Leadership, Social Media, Marketing, Team Building
Education
University of South Florida 2007 — 2009
Mass Communications, Public Relations
Central Florida Community College 2004 — 2006
A.A., Business
Raymond James Financial, Inc. September 2015 - Present
Citi March 2013 - September 2015
ADT September 2012 - February 2013
T-Mobile October 2009 - September 2012
AMANTYX Properties & Management March 2011 - December 2011
Skills
Sales, Customer Service, Customer Satisfaction, Customer Retention, Office Administration, Supervisory Skills, Follow-up, Phone Etiquette, Real Estate License, Microsoft Office, Adobe Creative Suite, Mac OS, Windows, Bilingual-Spanish, Customer Experience, Facebook, Direct Sales, Social Networking, Wireless, Social Media Marketing, Management, Anti Money Laundering, Account Management, Leadership, Social Media, Marketing, Team Building
Education
University of South Florida 2007 — 2009
Mass Communications, Public Relations
Central Florida Community College 2004 — 2006
A.A., Business
Kristi Worrell Kristi Worrell's Raymond James Financial Inc. Experience 2012 - 2014
Job Pension Plan Analyst
Industry Financial Services
Experience
Towers Watson 2014 - Present
Raymond James Financial, Inc. 2012 - 2014
Skills
Customer Service, Financial Analysis, Accounting, Account Reconciliation, Accounts Receivable, Bank Reconciliation, Microsoft Office, Outlook, Microsoft Excel, Payroll, PowerPoint, Financial Accounting, Accounts Payable, Financial Reporting, Microsoft Word, QuickBooks, Bookkeeping, General Ledger, Invoicing, Tax, Budgets, Public Speaking, Team Building
Education
University of Mississippi 2010 — 2014
Bachelor's Degree, Managerial Finance, 3.7
University of Mississippi 2010 — 2014
Bachelor's Degree, Accountancy, 3.6
Towers Watson 2014 - Present
Raymond James Financial, Inc. 2012 - 2014
Skills
Customer Service, Financial Analysis, Accounting, Account Reconciliation, Accounts Receivable, Bank Reconciliation, Microsoft Office, Outlook, Microsoft Excel, Payroll, PowerPoint, Financial Accounting, Accounts Payable, Financial Reporting, Microsoft Word, QuickBooks, Bookkeeping, General Ledger, Invoicing, Tax, Budgets, Public Speaking, Team Building
Education
University of Mississippi 2010 — 2014
Bachelor's Degree, Managerial Finance, 3.7
University of Mississippi 2010 — 2014
Bachelor's Degree, Accountancy, 3.6
Tom Harmon Tom Harmon's Raymond James Financial Inc. Experience July 2015 - Present
Job AdvisorChoice Consultant, Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
LCM Global Partners, LLC February 2014 - July 2015
T. Rowe Price November 2007 - February 2014
Skills
Mutual Funds, Series 7, Retirement Planning, Series 6, Series 66, Consultative Selling, Public Speaking, Situational Leadership, Coaching and Developing, Alternative Investments, Hedge Funds, Business Development, Marketing, Leadership, Uniform Combined State..., Finance
Education
University of South Florida 2003 — 2007
Bachelor of Science; Diploma, Finance
Raymond James Financial, Inc. July 2015 - Present
LCM Global Partners, LLC February 2014 - July 2015
T. Rowe Price November 2007 - February 2014
Skills
Mutual Funds, Series 7, Retirement Planning, Series 6, Series 66, Consultative Selling, Public Speaking, Situational Leadership, Coaching and Developing, Alternative Investments, Hedge Funds, Business Development, Marketing, Leadership, Uniform Combined State..., Finance
Education
University of South Florida 2003 — 2007
Bachelor of Science; Diploma, Finance
Sho Bahng Sho Bahng's Raymond James Financial Inc. Experience June 2015 - Present
Job Associate Director, Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. July 1994 - May 2015
Skills
Insurance, Financial Services, Mutual Funds, Investments, Fixed Annuities, Life Insurance, Wealth Management, Retirement Planning, Retirement, Financial Planning, Variable Annuities, Process Improvement, Relationship Management
Education
University of South Florida 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. July 1994 - May 2015
Skills
Insurance, Financial Services, Mutual Funds, Investments, Fixed Annuities, Life Insurance, Wealth Management, Retirement Planning, Retirement, Financial Planning, Variable Annuities, Process Improvement, Relationship Management
Education
University of South Florida 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Paul Jason Mahfouz Paul Jason Mahfouz's Raymond James Financial Inc. Experience June 2015 - Present
Job Vice President, Asset Management Services at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Skills
Series 24, Series 7, Securities, FINRA, Uniform Combined State..., Fixed Annuities, Mutual Funds, Insurance, ETFs, Fixed Income, Series 9/10, Series 53, Series 4, Series 55, Series 66, Financial Advisory, Investment Advisory, Retirement Planning, Finance, Portfolio Management, Series 63, Asset Management
Education
University of South Florida 1999 — 2004
B.S, Business Administration - Finance
Raymond James Financial, Inc. June 2015 - Present
Skills
Series 24, Series 7, Securities, FINRA, Uniform Combined State..., Fixed Annuities, Mutual Funds, Insurance, ETFs, Fixed Income, Series 9/10, Series 53, Series 4, Series 55, Series 66, Financial Advisory, Investment Advisory, Retirement Planning, Finance, Portfolio Management, Series 63, Asset Management
Education
University of South Florida 1999 — 2004
B.S, Business Administration - Finance
Michael Grande Michael Grande's Raymond James Financial Inc. Experience May 2015 - Present
Job Trading/Service Specialist I
Industry Investment Management
Experience
Raymond James Financial, Inc. May 2015 - Present
U.S. Trust March 2014 - May 2015
Merrill Lynch May 2013 - March 2014
Osprey Financial Group June 2012 - June 2013
Longhorn Steakhouse January 2009 - March 2013
Northwestern Mutual May 2012 - August 2012
Skills
Event Planning, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Social Media, Microsoft Word, Analysis, Access, Data Analysis, Fundraising, Leadership, Outlook, Public Speaking, Sales, Teamwork, Time Management
Education
University of North Florida 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Raymond James Financial, Inc. May 2015 - Present
U.S. Trust March 2014 - May 2015
Merrill Lynch May 2013 - March 2014
Osprey Financial Group June 2012 - June 2013
Longhorn Steakhouse January 2009 - March 2013
Northwestern Mutual May 2012 - August 2012
Skills
Event Planning, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Social Media, Microsoft Word, Analysis, Access, Data Analysis, Fundraising, Leadership, Outlook, Public Speaking, Sales, Teamwork, Time Management
Education
University of North Florida 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Dillon Vess's Raymond James Financial Inc. Experience June 2015 - Present
Job Analyst at Raymond James Investment Banking
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial, Inc. January 2015 - May 2015
UNC Class of 2015 March 2014 - May 2015
Dixon Hughes Goodman LLP May 2014 - August 2014
UNC FBLA-Phi Beta Lambda August 2011 - August 2014
UNC General Alumni Association August 2012 - January 2014
CMG Partners May 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Skills
Leadership, Business Development, Marketing, Microsoft Office, Project Management, Microsoft Excel, Entrepreneurship, Strategic Planning, Social Media, Finance, Management, Data Analysis, Portfolio Management, MS Project, Social Entrepreneurship, Mergers & Acquisitions, Financial Analysis, Public Speaking, Corporate Finance, Financial Modeling, PowerPoint, Microsoft Word, Research, Direct Client..., Management Consulting
Education
UNC Kenan-Flagler Business School 2011 — 2015
Bachelor's Degree, Entrepreneurship & Finance
Mountain Heritage High School 2007 — 2011
High School, Mathematics, Chemistry, Statistics, Physics
The University of North Carolina 2011 — 2015
BSBA, Business and Political Science
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial, Inc. January 2015 - May 2015
UNC Class of 2015 March 2014 - May 2015
Dixon Hughes Goodman LLP May 2014 - August 2014
UNC FBLA-Phi Beta Lambda August 2011 - August 2014
UNC General Alumni Association August 2012 - January 2014
CMG Partners May 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Skills
Leadership, Business Development, Marketing, Microsoft Office, Project Management, Microsoft Excel, Entrepreneurship, Strategic Planning, Social Media, Finance, Management, Data Analysis, Portfolio Management, MS Project, Social Entrepreneurship, Mergers & Acquisitions, Financial Analysis, Public Speaking, Corporate Finance, Financial Modeling, PowerPoint, Microsoft Word, Research, Direct Client..., Management Consulting
Education
UNC Kenan-Flagler Business School 2011 — 2015
Bachelor's Degree, Entrepreneurship & Finance
Mountain Heritage High School 2007 — 2011
High School, Mathematics, Chemistry, Statistics, Physics
The University of North Carolina 2011 — 2015
BSBA, Business and Political Science
Julia Bender Julia Bender's Raymond James Financial Inc. Experience August 2015 - Present
Job Project Specialist III at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
GTE Financial January 2009 - July 2015
GTE Financial February 2008 - January 2009
GTE Financial March 2006 - February 2008
Fidelity (Certegy) October 2003 - February 2006
Skills
Customer Service, Leadership, Banking, Management, Credit, Microsoft Excel, Risk Management, Strategic Planning, Finance, Process Improvement, Marketing, Project Management, SharePoint, Basic HTML, Adobe Professional, Product Development, PowerPoint, Consumer Lending, Retail Banking, Outlook
Education
University of South Florida 1999 — 2004
Bachelor of Science, Biology, General
University of South Florida 1999 — 2004
Bachelor of Science – Biology, Biology, General
Raymond James Financial, Inc. August 2015 - Present
GTE Financial January 2009 - July 2015
GTE Financial February 2008 - January 2009
GTE Financial March 2006 - February 2008
Fidelity (Certegy) October 2003 - February 2006
Skills
Customer Service, Leadership, Banking, Management, Credit, Microsoft Excel, Risk Management, Strategic Planning, Finance, Process Improvement, Marketing, Project Management, SharePoint, Basic HTML, Adobe Professional, Product Development, PowerPoint, Consumer Lending, Retail Banking, Outlook
Education
University of South Florida 1999 — 2004
Bachelor of Science, Biology, General
University of South Florida 1999 — 2004
Bachelor of Science – Biology, Biology, General
Kyleigh Cobett Kyleigh Cobett's Raymond James Financial Inc. Experience August 2010 - February 2011
Job Financial Service Representative at TD
Industry Banking
Experience
TD February 2014 - Present
Bank of America August 2013 - February 2014
Law Office of Robert E. Sharbaugh, P.A. March 2012 - November 2013
Raymond James Financial, Inc. August 2010 - February 2011
Achieva Credit Union March 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint, Microsoft Outlook, LexisNexis, PCLaw, Amicus, Mac OS, Windows, Digital Dictation, Recruiting, Screening, Customer Service, Operations Management, Marketing Analytics, Data Analytics, Credit Analysis, Mortgage Lending, Consumer Lending, Credit Cards, Lines Of Credit, Home Equity Lines of..., Retail Banking, Banking Law, Family Law, Elder Law, Corporate Law, Corporate Finance, Legal Research, Legal Writing, Estate Planning, Estate Administration, Trust Management, Special Needs Trusts, Personal Trust..., Business Development, Small Business, Social Media, Customer Relations, Customer Retention, Customer Acquisition, Financial Services, Personal Finance, Budgeting, Credit, Commercial Banking, Loans, Time Management
Education
University of South Florida 2011 — 2015
Bachelor’s Degree, Business/Managerial Economics
TD February 2014 - Present
Bank of America August 2013 - February 2014
Law Office of Robert E. Sharbaugh, P.A. March 2012 - November 2013
Raymond James Financial, Inc. August 2010 - February 2011
Achieva Credit Union March 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint, Microsoft Outlook, LexisNexis, PCLaw, Amicus, Mac OS, Windows, Digital Dictation, Recruiting, Screening, Customer Service, Operations Management, Marketing Analytics, Data Analytics, Credit Analysis, Mortgage Lending, Consumer Lending, Credit Cards, Lines Of Credit, Home Equity Lines of..., Retail Banking, Banking Law, Family Law, Elder Law, Corporate Law, Corporate Finance, Legal Research, Legal Writing, Estate Planning, Estate Administration, Trust Management, Special Needs Trusts, Personal Trust..., Business Development, Small Business, Social Media, Customer Relations, Customer Retention, Customer Acquisition, Financial Services, Personal Finance, Budgeting, Credit, Commercial Banking, Loans, Time Management
Education
University of South Florida 2011 — 2015
Bachelor’s Degree, Business/Managerial Economics
John Vipond John Vipond's Raymond James Financial Inc. Experience 1999 - 2000
Job Product Consultant III at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC May 2000 - Present
Raymond James Financial, Inc. 1999 - 2000
Kirkpatrick Pettis 1990 - 1999
Ameritrade 1987 - 1990
Skills
Series 7, Series 63, Sales Presentations, Organization Skills, Training & Development, Design Research, Account Management, Marketing Communications, Operational Planning
Education
University of Nebraska-Lincoln 1982 — 1987
Bachelor of Arts (B.A.), English Language and Literature, General
Cathedral High School, Omaha Ne
Securities America, Inc. Member FINRA/SIPC May 2000 - Present
Raymond James Financial, Inc. 1999 - 2000
Kirkpatrick Pettis 1990 - 1999
Ameritrade 1987 - 1990
Skills
Series 7, Series 63, Sales Presentations, Organization Skills, Training & Development, Design Research, Account Management, Marketing Communications, Operational Planning
Education
University of Nebraska-Lincoln 1982 — 1987
Bachelor of Arts (B.A.), English Language and Literature, General
Cathedral High School, Omaha Ne
Kendal Wallis Kendal Wallis's Raymond James Financial Inc. Experience May 2015 - Present
Job Raymond James Financial Inc. Intern
Industry Logistics and Supply Chain
Experience
Raymond James Financial, Inc. May 2015 - Present
Sherwin Williams May 2015 - August 2015
Smithfield Recreation and Aquatic Center May 2014 - August 2014
Smithfield Recreation and Aquatic Center September 2009 - May 2014
Carolina Pool Company- Glen Laurel May 2013 - July 2013
Carolina Pool Management- Glen Laurel May 2009 - July 2013
Skills
Microsoft Office, PowerPoint, Leadership, Cpr Certified, Teamwork, First Aid, Social Media, Microsoft Word, Microsoft Excel, Customer Service, Time Management, Team Leadership, Facebook, Public Speaking, Lifeguarding, Organization, Event Management, Organization Of Events, CPR Certified
Education
University of North Carolina at Wilmington 2010 — 2015
Bachelor's Degree, Operations Management
Raymond James Financial, Inc. May 2015 - Present
Sherwin Williams May 2015 - August 2015
Smithfield Recreation and Aquatic Center May 2014 - August 2014
Smithfield Recreation and Aquatic Center September 2009 - May 2014
Carolina Pool Company- Glen Laurel May 2013 - July 2013
Carolina Pool Management- Glen Laurel May 2009 - July 2013
Skills
Microsoft Office, PowerPoint, Leadership, Cpr Certified, Teamwork, First Aid, Social Media, Microsoft Word, Microsoft Excel, Customer Service, Time Management, Team Leadership, Facebook, Public Speaking, Lifeguarding, Organization, Event Management, Organization Of Events, CPR Certified
Education
University of North Carolina at Wilmington 2010 — 2015
Bachelor's Degree, Operations Management
Jessica Matos Jessica Matos's Raymond James Financial Inc. Experience August 2015 - Present
Job IT Project Management ADP at Raymond James Financial
Industry Banking
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial, Inc. June 2015 - August 2015
University of South Florida February 2015 - May 2015
Bank of America September 2013 - May 2015
Abercrombie & Fitch October 2012 - September 2013
Nordstrom April 2011 - October 2012
Moffitt Cancer Center May 2009 - May 2010
Skills
Project Management, Predictive Analytics, Customer Service, SPSS, Microsoft Excel, Pivot Tables, PowerPoint, Microsoft Word, Customer Satisfaction, Visual Merchandising, Public Speaking, Management, Sales, Recruiting, Time Management, Merchandising, Financial Services, Research, SAS Enterprise Miner
Education
University of South Florida 2014 — 2015
Master of Business Administration (MBA), Management Information Systems, General
University of South Florida 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Good Hope School 2003 — 2007
Diploma - Honors
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial, Inc. June 2015 - August 2015
University of South Florida February 2015 - May 2015
Bank of America September 2013 - May 2015
Abercrombie & Fitch October 2012 - September 2013
Nordstrom April 2011 - October 2012
Moffitt Cancer Center May 2009 - May 2010
Skills
Project Management, Predictive Analytics, Customer Service, SPSS, Microsoft Excel, Pivot Tables, PowerPoint, Microsoft Word, Customer Satisfaction, Visual Merchandising, Public Speaking, Management, Sales, Recruiting, Time Management, Merchandising, Financial Services, Research, SAS Enterprise Miner
Education
University of South Florida 2014 — 2015
Master of Business Administration (MBA), Management Information Systems, General
University of South Florida 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Good Hope School 2003 — 2007
Diploma - Honors
Keflin DeLuca Keflin DeLuca's Raymond James Financial Inc. Experience May 2015 - Present
Job Education Consultant at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial September 2013 - May 2015
Raymond James Financial February 2010 - September 2013
Raymond James Financial July 2006 - March 2010
Florida Department of Children and Families May 2005 - June 2006
Paychex May 2004 - April 2005
Education
University of South Florida 2000 — 2003
BA, International Studies/French
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial September 2013 - May 2015
Raymond James Financial February 2010 - September 2013
Raymond James Financial July 2006 - March 2010
Florida Department of Children and Families May 2005 - June 2006
Paychex May 2004 - April 2005
Education
University of South Florida 2000 — 2003
BA, International Studies/French
Joanna Bever Joanna Bever's Raymond James Financial Inc. Experience August 2013 - Present
Job Division Administrator, Southern Division
Industry Financial Services
Experience
Raymond James Financial Inc. August 2013 - Present
Raymond James Financial, Inc. September 2011 - 2013
Raymond James Financial, Inc. August 2010 - 2011
Raymond James Financial, Inc. 2000 - 2001
Education
University of South Florida
Master's degree
University of South Florida - College of Business Administration
Bachelor's degree, Finance
Raymond James Financial Inc. August 2013 - Present
Raymond James Financial, Inc. September 2011 - 2013
Raymond James Financial, Inc. August 2010 - 2011
Raymond James Financial, Inc. 2000 - 2001
Education
University of South Florida
Master's degree
University of South Florida - College of Business Administration
Bachelor's degree, Finance
Benjamin Russ's Raymond James Financial Inc. Experience May 2015 - August 2015
Job PCG Compliance Intern at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - August 2015
St. Mary's Episcopal Day School May 2014 - June 2014
Skills
Business Intelligence, Customer Service, Microsoft Excel, Microsoft Office, Outlook, Public Speaking, Project Planning, Time Management
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2018
Finance, General, Sophomore
Raymond James Financial, Inc. May 2015 - August 2015
St. Mary's Episcopal Day School May 2014 - June 2014
Skills
Business Intelligence, Customer Service, Microsoft Excel, Microsoft Office, Outlook, Public Speaking, Project Planning, Time Management
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2018
Finance, General, Sophomore
Jonathan Boyette Jonathan Boyette's Raymond James Financial Inc. Experience April 2015 - Present
Job Analyst, Raymond James PCG Education and Practice Management
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2015 - Present
United Yacht Sales February 2015 - Present
Lilypad Water Filters January 2014 - December 2014
Idlewild Baptist Church January 2009 - December 2013
MediaLab 3D Solutions January 2007 - February 2009
MediaLab 3D Solutions 2000 - 2007
Skills
Social Media, Graphic Design, Social Media Marketing, Event Planning, Web Design, Teaching, Marketing, Public Speaking, Video Production, Adobe Creative Suite, Marketing Communications, Email Marketing, Team Building, Customer Service, Nonprofits, Community Outreach, Management, Photoshop, Event Management, Sales, Advertising, Digital Marketing, Program Management, Fundraising, Online Advertising
Education
University of South Florida 2003 — 2004
BA-ISM, Information Systems Management
Hillsborough Community College 2001 — 2002
AA - BUS, Business Administration
Raymond James Financial, Inc. April 2015 - Present
United Yacht Sales February 2015 - Present
Lilypad Water Filters January 2014 - December 2014
Idlewild Baptist Church January 2009 - December 2013
MediaLab 3D Solutions January 2007 - February 2009
MediaLab 3D Solutions 2000 - 2007
Skills
Social Media, Graphic Design, Social Media Marketing, Event Planning, Web Design, Teaching, Marketing, Public Speaking, Video Production, Adobe Creative Suite, Marketing Communications, Email Marketing, Team Building, Customer Service, Nonprofits, Community Outreach, Management, Photoshop, Event Management, Sales, Advertising, Digital Marketing, Program Management, Fundraising, Online Advertising
Education
University of South Florida 2003 — 2004
BA-ISM, Information Systems Management
Hillsborough Community College 2001 — 2002
AA - BUS, Business Administration
Scott Nigels Scott Nigels's Raymond James Financial Inc. Experience March 2008 - September 2009
Job
Industry Information Technology and Services
Experience
Web Merchant Solutions, Inc. November 2009 - December 2012
Raymond James Financial, Inc. March 2008 - September 2009
DataMentors, LLC July 2007 - February 2008
JPMorgan Chase October 2006 - June 2007
JPMorgan Chase October 1999 - January 2005
Proven Edge, Inc. October 1996 - July 1999
The SSI Group, Inc. February 1991 - October 1996
Skills
Business Requirements
Education
University of South Florida 1986 — 1990
Bachelor of Science (BS)
Web Merchant Solutions, Inc. November 2009 - December 2012
Raymond James Financial, Inc. March 2008 - September 2009
DataMentors, LLC July 2007 - February 2008
JPMorgan Chase October 2006 - June 2007
JPMorgan Chase October 1999 - January 2005
Proven Edge, Inc. October 1996 - July 1999
The SSI Group, Inc. February 1991 - October 1996
Skills
Business Requirements
Education
University of South Florida 1986 — 1990
Bachelor of Science (BS)
Kevin Picard Kevin Picard's Raymond James Financial Inc. Experience July 2014 - Present
Job Branch Operations Manager Trainee at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial Inc. October 2012 - May 2014
Raymond James Financial Inc. January 2010 - October 2012
Raymond James Financial Inc. March 2005 - January 2010
Skills
Analysis, Securities, Finance, Accounting, Mutual Funds, Data Analysis, Series 7, Series 9, Series 10, Series 66, Tax, Account Reconciliation, Microsoft Office, Process Improvement, Equities, Investments, Research, Financial Analysis, Microsoft Excel, Banking, Exceeding Expectations, Organizational..., Tax Forms, Validation, Financial Statements, Corporate Actions, Collaboration, Internal Revenue Code, Software Implementation, Withholding, Work Ethic, FINRA, Enrichment, Tactical Communications
Education
Argosy University Sarasota 2009 — 2011
Master of Business Administration (MBA), International Finance
University of South Florida-St. Petersburg Campus 2004 — 2009
Bachelor of Science (BS), Accounting
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial Inc. October 2012 - May 2014
Raymond James Financial Inc. January 2010 - October 2012
Raymond James Financial Inc. March 2005 - January 2010
Skills
Analysis, Securities, Finance, Accounting, Mutual Funds, Data Analysis, Series 7, Series 9, Series 10, Series 66, Tax, Account Reconciliation, Microsoft Office, Process Improvement, Equities, Investments, Research, Financial Analysis, Microsoft Excel, Banking, Exceeding Expectations, Organizational..., Tax Forms, Validation, Financial Statements, Corporate Actions, Collaboration, Internal Revenue Code, Software Implementation, Withholding, Work Ethic, FINRA, Enrichment, Tactical Communications
Education
Argosy University Sarasota 2009 — 2011
Master of Business Administration (MBA), International Finance
University of South Florida-St. Petersburg Campus 2004 — 2009
Bachelor of Science (BS), Accounting
Kathleen Barker (Horne)'s Raymond James Financial Inc. Experience February 2015 - Present
Job Financial Planning
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2015 - Present
Raymond James Financial, Inc. July 2013 - Present
Fifth Third Bank June 2000 - May 2001
Fifth Third Bank 2000 - 2001
University of Michigan-Flint September 1997 - April 2000
Skills
Highly-motivated, Highly personable, Microsoft Applications, Volunteering, Cash-handling, Adobe Photodeluxe, Fundraising, Goal-driven leader, Branch Operation, Train Employees, Supervising, Commercial Banking, Public Speaking, Customer Service, Leadership, Management, Microsoft Office, Team Building
Education
University of Michigan-Flint 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Flushing Senior High School 1993 — 1996
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Raymond James Financial, Inc. February 2015 - Present
Raymond James Financial, Inc. July 2013 - Present
Fifth Third Bank June 2000 - May 2001
Fifth Third Bank 2000 - 2001
University of Michigan-Flint September 1997 - April 2000
Skills
Highly-motivated, Highly personable, Microsoft Applications, Volunteering, Cash-handling, Adobe Photodeluxe, Fundraising, Goal-driven leader, Branch Operation, Train Employees, Supervising, Commercial Banking, Public Speaking, Customer Service, Leadership, Management, Microsoft Office, Team Building
Education
University of Michigan-Flint 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Flushing Senior High School 1993 — 1996
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jeffrey Janus's Raymond James Financial Inc. Experience July 2012 - Present
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2012 - Present
Morgan Stanley Smith Barney July 1995 - July 2012
Waddell & Reed August 1988 - July 1995
Skills
Wealth Management, Investment Strategies, Portfolio Management, Estate Planning, Qualified Retirement..., Retirement Planning, Trust Funds, Special Situations, Investments, Securities, Strategic Financial..., Financial Advisory, Alternative Investments, Asset Allocation, Mutual Funds, Retirement, Hedge Funds, divorce situations
Education
University of Notre Dame 1981 — 1985
Bachelor of Arts (BA), Philosophy
Seabreeze High School 1979 — 1981
Daytona Beach, Florida
Raymond James Financial, Inc. July 2012 - Present
Morgan Stanley Smith Barney July 1995 - July 2012
Waddell & Reed August 1988 - July 1995
Skills
Wealth Management, Investment Strategies, Portfolio Management, Estate Planning, Qualified Retirement..., Retirement Planning, Trust Funds, Special Situations, Investments, Securities, Strategic Financial..., Financial Advisory, Alternative Investments, Asset Allocation, Mutual Funds, Retirement, Hedge Funds, divorce situations
Education
University of Notre Dame 1981 — 1985
Bachelor of Arts (BA), Philosophy
Seabreeze High School 1979 — 1981
Daytona Beach, Florida
Christy Dunkle Christy Dunkle's Raymond James Financial Inc. Experience March 2014 - Present
Job Experienced Accountant
Industry Accounting
Experience
Raymond James Financial, Inc. March 2014 - Present
Parker and Lynch September 2013 - December 2013
Michaels Stores, Inc. August 2012 - June 2013
PwC June 2011 - August 2012
Pet Pal Animal Shelter January 2011 - June 2011
Jabil May 2010 - December 2010
Skills
Accounting, General Ledger, Accounts Receivable, Accounts Payable, Account Reconciliation, Financial Accounting, GAAP, SAP, Financial Statements, Internal Audit, Accruals, Recruiting, Permanent Placement, Payroll, Internal Controls, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act
Education
University of South Florida 2004 — 2010
Bachelors, Accounting, Finance
Raymond James Financial, Inc. March 2014 - Present
Parker and Lynch September 2013 - December 2013
Michaels Stores, Inc. August 2012 - June 2013
PwC June 2011 - August 2012
Pet Pal Animal Shelter January 2011 - June 2011
Jabil May 2010 - December 2010
Skills
Accounting, General Ledger, Accounts Receivable, Accounts Payable, Account Reconciliation, Financial Accounting, GAAP, SAP, Financial Statements, Internal Audit, Accruals, Recruiting, Permanent Placement, Payroll, Internal Controls, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act
Education
University of South Florida 2004 — 2010
Bachelors, Accounting, Finance
Julie Lyman Julie Lyman's Raymond James Financial Inc. Experience May 2015 - Present
Job Senior Trust Officer
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Community Foundation of Sarasota County June 2014 - May 2015
American Cancer Society January 2012 - May 2014
Wells Fargo October 2006 - December 2011
SunTrust Bank April 2001 - October 2006
SunTrust Bank May 1996 - April 2001
Skills
Estate Planning, Investments, Estate Tax Planning, Investment Management, Planned Giving, Estate Law, CRM, Income Tax, Community Outreach, Accounting, Employee Benefits, Project Planning
Education
University of South Florida - College of Business Administration 2004 — 2005
Certified Financial Planning Certification
University of South Florida - College of Business Administration 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Raymond James Financial, Inc. May 2015 - Present
Community Foundation of Sarasota County June 2014 - May 2015
American Cancer Society January 2012 - May 2014
Wells Fargo October 2006 - December 2011
SunTrust Bank April 2001 - October 2006
SunTrust Bank May 1996 - April 2001
Skills
Estate Planning, Investments, Estate Tax Planning, Investment Management, Planned Giving, Estate Law, CRM, Income Tax, Community Outreach, Accounting, Employee Benefits, Project Planning
Education
University of South Florida - College of Business Administration 2004 — 2005
Certified Financial Planning Certification
University of South Florida - College of Business Administration 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Diana McKeon Diana McKeon's Raymond James Financial Inc. Experience August 2015 - Present
Job Forensic Accounting Systems Specialist
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Nielsen Catalina Solutions May 2012 - May 2014
The Nielsen Company March 2010 - May 2012
The Nielsen Company May 2007 - March 2010
The Nielsen Company July 2006 - May 2007
ATT Paradyne 1984 - 1988
Skills
SharePoint, SDLC, SQL, Process Improvement, Analytics, Troubleshooting, Business Intelligence, Microsoft Excel, Software Project..., Business Analysis, Data Analysis, Unix, Microsoft SQL Server, Agile Methodologies, Team Leadership, Requirements Analysis, Technical Support, Microsoft Office, Business Process..., Software Documentation
Education
University of South Florida St. Petersburg
Bachelor of Science (B.S.), Accounting
University of South Florida
Bachelor of Engineering Technology, Computer Programming
Raymond James Financial, Inc. August 2015 - Present
Nielsen Catalina Solutions May 2012 - May 2014
The Nielsen Company March 2010 - May 2012
The Nielsen Company May 2007 - March 2010
The Nielsen Company July 2006 - May 2007
ATT Paradyne 1984 - 1988
Skills
SharePoint, SDLC, SQL, Process Improvement, Analytics, Troubleshooting, Business Intelligence, Microsoft Excel, Software Project..., Business Analysis, Data Analysis, Unix, Microsoft SQL Server, Agile Methodologies, Team Leadership, Requirements Analysis, Technical Support, Microsoft Office, Business Process..., Software Documentation
Education
University of South Florida St. Petersburg
Bachelor of Science (B.S.), Accounting
University of South Florida
Bachelor of Engineering Technology, Computer Programming
Ellen O'Brien's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Corporate Finance Intern at Ford Motor Company
Industry Financial Services
Experience
Ford Motor Company May 2015 - August 2015
Stella & Dot April 2012 - April 2015
Raymond James Financial, Inc. May 2014 - August 2014
Capital One February 2014 - March 2014
Skills
Leadership, Public Speaking, Event Planning, Writing, Spanish, Computer Proficiency, Microsoft Office, Social Networking, Teamwork, Critical Thinking, PowerPoint, Retail, Time Management, Sales, Entrepreneurship, Marketing, Social Media, Microsoft Word
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Ford Motor Company May 2015 - August 2015
Stella & Dot April 2012 - April 2015
Raymond James Financial, Inc. May 2014 - August 2014
Capital One February 2014 - March 2014
Skills
Leadership, Public Speaking, Event Planning, Writing, Spanish, Computer Proficiency, Microsoft Office, Social Networking, Teamwork, Critical Thinking, PowerPoint, Retail, Time Management, Sales, Entrepreneurship, Marketing, Social Media, Microsoft Word
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Vanessa Quimbayo Vanessa Quimbayo's Raymond James Financial Inc. Experience May 2015 - Present
Job Accountant III Financial Reporting at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Medley Management Inc. March 2013 - March 2015
MetLife August 2011 - March 2013
JPMorgan Chase July 2009 - August 2011
MAF Collection Services July 2008 - July 2009
United States Attorney's Office December 2005 - December 2007
Hsiungs Associates September 2005 - February 2006
Skills
Bilingual, Spanish-English, Microsoft Office, Microsoft Excel, Microsoft Word, Access, METS, CMS, FXCM, Outlook, PeopleSoft, TWS, Crystal Reports, CitiDirect, Bank Reconciliation, Financial Statements, FDCPA, Customer Service, Foreign Currency..., Petty Cash, QuickBooks, Expensable, Data Entry, Payroll, Accounts Payable, Account Reconciliation, Spanish
Education
University of South Florida - College of Business Administration 2005 — 2010
Bachelor's degree, Finance
University of South Florida - College of Business Administration 2005 — 2010
Bachelor's degree, Marketing
St. Joe's
Raymond James Financial, Inc. May 2015 - Present
Medley Management Inc. March 2013 - March 2015
MetLife August 2011 - March 2013
JPMorgan Chase July 2009 - August 2011
MAF Collection Services July 2008 - July 2009
United States Attorney's Office December 2005 - December 2007
Hsiungs Associates September 2005 - February 2006
Skills
Bilingual, Spanish-English, Microsoft Office, Microsoft Excel, Microsoft Word, Access, METS, CMS, FXCM, Outlook, PeopleSoft, TWS, Crystal Reports, CitiDirect, Bank Reconciliation, Financial Statements, FDCPA, Customer Service, Foreign Currency..., Petty Cash, QuickBooks, Expensable, Data Entry, Payroll, Accounts Payable, Account Reconciliation, Spanish
Education
University of South Florida - College of Business Administration 2005 — 2010
Bachelor's degree, Finance
University of South Florida - College of Business Administration 2005 — 2010
Bachelor's degree, Marketing
St. Joe's
Evan Stock's Raymond James Financial Inc. Experience May 2015 - Present
Job Fixed Income Research at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial Inc. January 2014 - Present
Shoemaker Financial July 2013 - November 2013
Crossfit Collierville May 2013 - July 2013
University of Mississippi Chemistry Department May 2010 - December 2010
Sigma Chi Fraternity Eta Chapter January 2010 - October 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Teamwork, Analysis, SAP R/3, Team Leadership, Customer Service, Accounting, Leadership, Investments, Social Media, SAP ERP, Exposure to SAP, Negotiation, Facebook, Sales, Market Research, Managerial Finance, Financial Accounting, Team Building, Statistics, Event Planning, Budgets, Economics, Public Speaking, Research, Social Skills
Education
CFA Institute Level 1 Candidate
University of Mississippi 2008 — 2013
Bachelor's Degree, Banking and Finance, Managerial Finance
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial Inc. January 2014 - Present
Shoemaker Financial July 2013 - November 2013
Crossfit Collierville May 2013 - July 2013
University of Mississippi Chemistry Department May 2010 - December 2010
Sigma Chi Fraternity Eta Chapter January 2010 - October 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Teamwork, Analysis, SAP R/3, Team Leadership, Customer Service, Accounting, Leadership, Investments, Social Media, SAP ERP, Exposure to SAP, Negotiation, Facebook, Sales, Market Research, Managerial Finance, Financial Accounting, Team Building, Statistics, Event Planning, Budgets, Economics, Public Speaking, Research, Social Skills
Education
CFA Institute Level 1 Candidate
University of Mississippi 2008 — 2013
Bachelor's Degree, Banking and Finance, Managerial Finance
Angel Baker (Brooks) Angel Baker (Brooks)'s Raymond James Financial Inc. Experience September 2003 - August 2005
Job Compensation Analyst at BayCare Health System
Industry Health, Wellness and Fitness
Experience
BayCare Health System March 2014 - Present
Transamerica June 2013 - March 2014
Bank of America August 2010 - June 2013
Bank of America August 2009 - July 2010
Bank of America November 2008 - August 2009
Time Warner Cable February 2008 - November 2008
PODS March 2006 - January 2008
PODS August 2005 - March 2006
Raymond James Financial, Inc. September 2003 - August 2005
Skills
Account Reconciliation, General Ledger, Accounting, Cash Management, Banking, Finance, Credit, Microsoft Excel, GAAP, Financial Statements, Loans, Sales and Use Tax, Problem Loan Servicing, Legal Document Review, Analysis, Financial Analysis, Financial Calculations, Investments, Document Review, Bank Reconciliation, Tax, Outlook, Journal Entries, Financial Reporting, Risk Management, Credit Analysis, Credit Risk, Mutual Funds, Asset Management, Financial Accounting, Relationship Management, Variance Analysis, Loan Servicing, Management, Strategic Financial...
Education
University of South Florida 2005 — 2007
BS, Finance
University of South Florida 1999 — 2004
BS, Accounting
Clearwater High School 1993 — 1997
General Diploma, General Studies
BayCare Health System March 2014 - Present
Transamerica June 2013 - March 2014
Bank of America August 2010 - June 2013
Bank of America August 2009 - July 2010
Bank of America November 2008 - August 2009
Time Warner Cable February 2008 - November 2008
PODS March 2006 - January 2008
PODS August 2005 - March 2006
Raymond James Financial, Inc. September 2003 - August 2005
Skills
Account Reconciliation, General Ledger, Accounting, Cash Management, Banking, Finance, Credit, Microsoft Excel, GAAP, Financial Statements, Loans, Sales and Use Tax, Problem Loan Servicing, Legal Document Review, Analysis, Financial Analysis, Financial Calculations, Investments, Document Review, Bank Reconciliation, Tax, Outlook, Journal Entries, Financial Reporting, Risk Management, Credit Analysis, Credit Risk, Mutual Funds, Asset Management, Financial Accounting, Relationship Management, Variance Analysis, Loan Servicing, Management, Strategic Financial...
Education
University of South Florida 2005 — 2007
BS, Finance
University of South Florida 1999 — 2004
BS, Accounting
Clearwater High School 1993 — 1997
General Diploma, General Studies
Quy Le's Raymond James Financial Inc. Experience June 2014 - Present
Job IAM Engineer at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2014 - Present
Raymond James Financial Inc. April 2013 - June 2014
Axos Technologies, Inc. October 2011 - April 2013
Dell July 2011 - October 2011
Mobile Software Technology, LLC March 2009 - July 2011
Perot Systems Corp April 2008 - March 2009
PharMerica August 2007 - April 2008
Bayshore Solutions March 2007 - August 2007
PriorityOne Financial Services April 2006 - February 2007
Ceelox 2004 - 2006
Education
University of South Florida 1999 — 2004
BS, Computer Science
Raymond James Financial, Inc. June 2014 - Present
Raymond James Financial Inc. April 2013 - June 2014
Axos Technologies, Inc. October 2011 - April 2013
Dell July 2011 - October 2011
Mobile Software Technology, LLC March 2009 - July 2011
Perot Systems Corp April 2008 - March 2009
PharMerica August 2007 - April 2008
Bayshore Solutions March 2007 - August 2007
PriorityOne Financial Services April 2006 - February 2007
Ceelox 2004 - 2006
Education
University of South Florida 1999 — 2004
BS, Computer Science
Jamey Hendricks Jamey Hendricks's Raymond James Financial Inc. Experience November 2014 - Present
Job Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2014 - Present
Principal Financial Group May 2004 - September 2014
Financial Design Group April 2000 - June 2004
Levi Strauss & Co. April 1995 - April 2000
The Bon Marche September 1991 - April 1995
Skills
Strategic Financial..., Financial Services, Charitable Gift Planning, Estate Planning, Succession Planning, Investments, Public Speaking, Financial Planners, Strategic Planning, Employee Benefits
Education
University of Oregon - Charles H. Lundquist College of Business 1998 — 2000
Accounting and Finance
Lane Community College 1995 — 1998
Associates Degree, Business Administration and Management, General
Raymond James Financial, Inc. November 2014 - Present
Principal Financial Group May 2004 - September 2014
Financial Design Group April 2000 - June 2004
Levi Strauss & Co. April 1995 - April 2000
The Bon Marche September 1991 - April 1995
Skills
Strategic Financial..., Financial Services, Charitable Gift Planning, Estate Planning, Succession Planning, Investments, Public Speaking, Financial Planners, Strategic Planning, Employee Benefits
Education
University of Oregon - Charles H. Lundquist College of Business 1998 — 2000
Accounting and Finance
Lane Community College 1995 — 1998
Associates Degree, Business Administration and Management, General
Steve Smalling Steve Smalling's Raymond James Financial Inc. Experience April 2012 - Present
Job Senior Vice President National Housing Group
Industry Investment Banking
Experience
Raymond James Financial, Inc. April 2012 - Present
Morgan Keegan & Co Inc May 1987 - April 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
University of Tennessee-Knoxville 1978 — 1982
Business, Accounting (Management Science Option)
Baylor School - Chattanooga 1975 — 1978
High school diploma
Raymond James Financial, Inc. April 2012 - Present
Morgan Keegan & Co Inc May 1987 - April 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
University of Tennessee-Knoxville 1978 — 1982
Business, Accounting (Management Science Option)
Baylor School - Chattanooga 1975 — 1978
High school diploma
Karla Gehring, CISR's Raymond James Financial Inc. Experience January 2007 - June 2010
Job Commercial Lines CSR
Industry Insurance
Experience
Bouchard Insurance October 2012 - Present
Power Design Inc. June 2010 - August 2012
Raymond James Financial, Inc. January 2007 - June 2010
Raymond James & Associates December 2004 - January 2007
Raymond James Financial, Inc. May 2004 - December 2004
Kandid Kids Photography October 1999 - January 2002
Skills
Construction Management, Human Resources, Employee Relations, Analysis, Budgets, Contract Management, Customer Service, Employee Benefits, Management, PeopleSoft, Process Improvement, Project Planning, Recruiting, Risk Management, Talent Acquisition, Talent Management, Team Building, Training, Insurance
Education
University of South Florida - College of Business Administration 1999 — 2003
Bachelor, Business Management with emphasis in HR – Related work in Communications, Psychology, and Marketing
Bouchard Insurance October 2012 - Present
Power Design Inc. June 2010 - August 2012
Raymond James Financial, Inc. January 2007 - June 2010
Raymond James & Associates December 2004 - January 2007
Raymond James Financial, Inc. May 2004 - December 2004
Kandid Kids Photography October 1999 - January 2002
Skills
Construction Management, Human Resources, Employee Relations, Analysis, Budgets, Contract Management, Customer Service, Employee Benefits, Management, PeopleSoft, Process Improvement, Project Planning, Recruiting, Risk Management, Talent Acquisition, Talent Management, Team Building, Training, Insurance
Education
University of South Florida - College of Business Administration 1999 — 2003
Bachelor, Business Management with emphasis in HR – Related work in Communications, Psychology, and Marketing
Marc Fraietta's Raymond James Financial Inc. Experience January 2005 - September 2006
Job Executive Director Operations Control Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
JPMorgan December 2010 - January 2014
JPMorgan September 2006 - December 2010
Raymond James Financial, Inc. January 2005 - September 2006
Raymond James Financial, Inc. January 2003 - December 2004
Raymond James Financial, Inc. July 2000 - December 2002
Raymond James Financial, Inc. August 1997 - June 2000
Skills
Financial Analysis, Banking, Internal Audit, Auditing, Risk Management, Financial Risk, Securities, Fixed Income, Cash Management, Financial Services, Investment Banking, Treasury Management, Equities, Financial Modeling, Credit Risk, Mutual Funds, Sarbanes-Oxley Act, Internal Controls, Series 7, Vendor Management, Relationship Management, Project Management, Operational Risk..., Access, Operational Risk, Credit, Business Process..., Credit Cards, Capital Markets, Payments, OFAC, Treasury Services, Treasury, Financial Institutions, Back Office, Foreign Exchange, AML, KYC, Bank Secrecy Act, USA PATRIOT Act, Financial Regulation, Syndications, ACH, FINRA, Fraud, Core Banking, Sanction, Transaction Processing, Electronic Payments, Equity Research
Education
University of South Florida 2004 — 2006
MBA, Finance, International Finance, Fraud
University of South Florida 1998 — 2000
B.S., Finance
J.P. Morgan February 2014 - Present
JPMorgan December 2010 - January 2014
JPMorgan September 2006 - December 2010
Raymond James Financial, Inc. January 2005 - September 2006
Raymond James Financial, Inc. January 2003 - December 2004
Raymond James Financial, Inc. July 2000 - December 2002
Raymond James Financial, Inc. August 1997 - June 2000
Skills
Financial Analysis, Banking, Internal Audit, Auditing, Risk Management, Financial Risk, Securities, Fixed Income, Cash Management, Financial Services, Investment Banking, Treasury Management, Equities, Financial Modeling, Credit Risk, Mutual Funds, Sarbanes-Oxley Act, Internal Controls, Series 7, Vendor Management, Relationship Management, Project Management, Operational Risk..., Access, Operational Risk, Credit, Business Process..., Credit Cards, Capital Markets, Payments, OFAC, Treasury Services, Treasury, Financial Institutions, Back Office, Foreign Exchange, AML, KYC, Bank Secrecy Act, USA PATRIOT Act, Financial Regulation, Syndications, ACH, FINRA, Fraud, Core Banking, Sanction, Transaction Processing, Electronic Payments, Equity Research
Education
University of South Florida 2004 — 2006
MBA, Finance, International Finance, Fraud
University of South Florida 1998 — 2000
B.S., Finance
Angela Waldauer's Raymond James Financial Inc. Experience 1993 - 1995
Job Director of Giver Services
Industry Nonprofit Organization Management
Experience
National Christian Foundation - Tampa Bay September 2006 - Present
National Christian Foundation 2006 - Present
Raymond James Financial, Inc. 1993 - 1995
Skills
Business Process, Non-profits, Strategic Planning, Philanthropy, Management Consulting, Program Management, Public Speaking, Marketing, Leadership Development, Leadership, Public Relations, Nonprofits, Fundraising, Entrepreneurship, Team Building, Community Outreach, Volunteer Management, Small Business
Education
University of South Florida
BS, Marketing
National Christian Foundation - Tampa Bay September 2006 - Present
National Christian Foundation 2006 - Present
Raymond James Financial, Inc. 1993 - 1995
Skills
Business Process, Non-profits, Strategic Planning, Philanthropy, Management Consulting, Program Management, Public Speaking, Marketing, Leadership Development, Leadership, Public Relations, Nonprofits, Fundraising, Entrepreneurship, Team Building, Community Outreach, Volunteer Management, Small Business
Education
University of South Florida
BS, Marketing
Lindsay Wilhelm's Raymond James Financial Inc. Experience July 2015 - Present
Job Director at Standard & Poor's
Industry Public Policy
Experience
Raymond James Financial, Inc. July 2015 - Present
Standard & Poor's March 2010 - June 2015
New York City Economic Development Corporation September 2007 - March 2010
Ernst & Young LLP August 2001 - August 2007
Skills
Financial Modeling, Financial Analysis, Analysis, Policy Analysis, Public Policy, Valuation, Due Diligence
Education
The University of Chicago 2005 — 2007
MPP, Public Policy
University of Michigan 1997 — 2001
BBA, Finance & Accounting
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Raymond James Financial, Inc. July 2015 - Present
Standard & Poor's March 2010 - June 2015
New York City Economic Development Corporation September 2007 - March 2010
Ernst & Young LLP August 2001 - August 2007
Skills
Financial Modeling, Financial Analysis, Analysis, Policy Analysis, Public Policy, Valuation, Due Diligence
Education
The University of Chicago 2005 — 2007
MPP, Public Policy
University of Michigan 1997 — 2001
BBA, Finance & Accounting
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Alyssa Meyer's Raymond James Financial Inc. Experience December 2014 - Present
Job Vice President, Compliance at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. December 2014 - Present
Raymond James Financial Inc. July 2013 - December 2014
Raymond James Financial Services, Inc. January 2010 - July 2013
Raymond James Financial Services, Inc. June 2007 - December 2009
Raymond James Financial Services, Inc. May 2006 - June 2007
Skills
Regulatory Analysis, Compliance Testing, Information Security..., Data Privacy, Regulatory Affairs, Branch Audit Programs, Internal Controls, Compliance Technology..., Training Programs, Financial Policies &..., Fraud Detection, Annual Compliance..., Suitability, Project Management, Exception Based..., Field Supervision, Associate Development, Leadership, Supervisory Controls -..., Issue Resolution, Strategic Planning, FINRA, Series 24, Series 7, Securities, Investment Advisory, Alternative Investments, Mutual Funds, Broker-Dealer, AML, Investments, Securities Regulation, Asset Allocation, Asset Management, Financial Services, Compliance, Fixed Annuities, Equities, Financial Advisory, Team Leadership, Broker-Dealer Compliance
Education
University of South Florida
Bachelor's Degree
Raymond James Financial, Inc. December 2014 - Present
Raymond James Financial Inc. July 2013 - December 2014
Raymond James Financial Services, Inc. January 2010 - July 2013
Raymond James Financial Services, Inc. June 2007 - December 2009
Raymond James Financial Services, Inc. May 2006 - June 2007
Skills
Regulatory Analysis, Compliance Testing, Information Security..., Data Privacy, Regulatory Affairs, Branch Audit Programs, Internal Controls, Compliance Technology..., Training Programs, Financial Policies &..., Fraud Detection, Annual Compliance..., Suitability, Project Management, Exception Based..., Field Supervision, Associate Development, Leadership, Supervisory Controls -..., Issue Resolution, Strategic Planning, FINRA, Series 24, Series 7, Securities, Investment Advisory, Alternative Investments, Mutual Funds, Broker-Dealer, AML, Investments, Securities Regulation, Asset Allocation, Asset Management, Financial Services, Compliance, Fixed Annuities, Equities, Financial Advisory, Team Leadership, Broker-Dealer Compliance
Education
University of South Florida
Bachelor's Degree
Jacklyn Walling's Raymond James Financial Inc. Experience July 2014 - Present
Job Senior Writer at Raymond James Financial, Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial, Inc. July 2014 - Present
Magazine Feature Writing and Small Business Marketing 2008 - Present
Raymond James Financial Inc. May 2012 - July 2014
Raymond James Financial May 2010 - May 2012
22squared February 2007 - March 2008
22squared (formerly WestWayne) 2007 - 2008
Raymond James 2004 - 2007
Raymond James Financial 2004 - 2007
Citysearch.com 2003 - 2006
AAA Auto Club South 2000 - 2004
Skills
Advertising, Newsletters, Marketing, Copywriting, Marketing Communications, Digital Marketing, Direct Mail, Press Releases, Social Media Marketing, Creative Direction, Integrated Marketing, Strategy, Creative Writing, Editing, Account Management, Editorial, Training, Brand Management, Publishing, Brochures, Management, Creative Strategy, Strategic Planning, Sales
Education
University of South Florida 2001 — 2003
Raymond James Financial, Inc. July 2014 - Present
Magazine Feature Writing and Small Business Marketing 2008 - Present
Raymond James Financial Inc. May 2012 - July 2014
Raymond James Financial May 2010 - May 2012
22squared February 2007 - March 2008
22squared (formerly WestWayne) 2007 - 2008
Raymond James 2004 - 2007
Raymond James Financial 2004 - 2007
Citysearch.com 2003 - 2006
AAA Auto Club South 2000 - 2004
Skills
Advertising, Newsletters, Marketing, Copywriting, Marketing Communications, Digital Marketing, Direct Mail, Press Releases, Social Media Marketing, Creative Direction, Integrated Marketing, Strategy, Creative Writing, Editing, Account Management, Editorial, Training, Brand Management, Publishing, Brochures, Management, Creative Strategy, Strategic Planning, Sales
Education
University of South Florida 2001 — 2003
Alejandro J. Bogle's Raymond James Financial Inc. Experience September 2013 - December 2013
Job Oracle Data Integrator Development and Support at AVISTA Utilities
Industry Information Technology and Services
Experience
AVISTA Utilities May 2015 - Present
U.S. Department of the Treasury / Federal Reserve Bank of Richmond January 2014 - June 2015
REALTOR.COM March 2015 - May 2015
Carnival Cruise Line December 2013 - November 2014
Raymond James Financial, Inc. September 2013 - December 2013
City of New York, Administration for Children's Services February 2013 - September 2013
Comcast Cable February 2012 - January 2013
Nintendo October 2012 - November 2012
Constellation Brands February 2012 - March 2012
Wind Mobile, Toronto, ON Canada September 2011 - February 2012
Skills
Data Warehousing, PL/SQL, Databases, Oracle, Informatica, ETL, Enterprise Architecture, Teradata, Unix, MS Project
Education
University of Phoenix
BS/IS, Information Technology
AVISTA Utilities May 2015 - Present
U.S. Department of the Treasury / Federal Reserve Bank of Richmond January 2014 - June 2015
REALTOR.COM March 2015 - May 2015
Carnival Cruise Line December 2013 - November 2014
Raymond James Financial, Inc. September 2013 - December 2013
City of New York, Administration for Children's Services February 2013 - September 2013
Comcast Cable February 2012 - January 2013
Nintendo October 2012 - November 2012
Constellation Brands February 2012 - March 2012
Wind Mobile, Toronto, ON Canada September 2011 - February 2012
Skills
Data Warehousing, PL/SQL, Databases, Oracle, Informatica, ETL, Enterprise Architecture, Teradata, Unix, MS Project
Education
University of Phoenix
BS/IS, Information Technology
Ronda Caracappa's Raymond James Financial Inc. Experience March 2015 - Present
Job Information Security Manager Intern at Raymond James Financial, Inc.
Industry Defense & Space
Experience
Raymond James Financial, Inc. March 2015 - Present
University of South Florida July 2014 - Present
Volant Associates April 2011 - July 2014
IBM Global Business Services October 2010 - August 2011
Booz June 2008 - October 2010
General Dynamics Information Technology May 2007 - May 2008
L-3 Communications GSI 2006 - 2007
WetStone Technologies January 2001 - October 2005
Wetstone Engineering 2001 - 2005
Raytheon April 1996 - January 2001
Skills
DoD, Program Management, Technical Architecture, Federal Government, Requirements Analysis, Integration, Enterprise Architecture, System Architecture, Configuration Management, Security Clearance, Enterprise Software, Information Assurance, Defense, SharePoint, Software Development, Troubleshooting, Computer Security, Testing, Systems Engineering, SDLC, Requirements Management, Security, DoDAF, C4ISR, Scrum, Network Security, ITIL, Architecture, Agile Methodologies, Software Engineering, Software Documentation, Management, Analysis, Information Security, Military, Business Process, Information Technology
Education
University of South Florida 2014 — 2015
Master's degree, Cyber Security
University of South Florida 1996 — 2000
Bachelor of Science (BS), Computer Science
Raymond James Financial, Inc. March 2015 - Present
University of South Florida July 2014 - Present
Volant Associates April 2011 - July 2014
IBM Global Business Services October 2010 - August 2011
Booz June 2008 - October 2010
General Dynamics Information Technology May 2007 - May 2008
L-3 Communications GSI 2006 - 2007
WetStone Technologies January 2001 - October 2005
Wetstone Engineering 2001 - 2005
Raytheon April 1996 - January 2001
Skills
DoD, Program Management, Technical Architecture, Federal Government, Requirements Analysis, Integration, Enterprise Architecture, System Architecture, Configuration Management, Security Clearance, Enterprise Software, Information Assurance, Defense, SharePoint, Software Development, Troubleshooting, Computer Security, Testing, Systems Engineering, SDLC, Requirements Management, Security, DoDAF, C4ISR, Scrum, Network Security, ITIL, Architecture, Agile Methodologies, Software Engineering, Software Documentation, Management, Analysis, Information Security, Military, Business Process, Information Technology
Education
University of South Florida 2014 — 2015
Master's degree, Cyber Security
University of South Florida 1996 — 2000
Bachelor of Science (BS), Computer Science
Antonio Witherspoon's Raymond James Financial Inc. Experience July 2014 - Present
Job Supervision Specialist
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial, Inc. October 2006 - July 2014
Raymond James Financial, Inc. September 2005 - October 2006
Raymond James Financial, Inc. May 2004 - September 2005
Skills
Investments, Retirement Planning, Portfolio Management, Retirement, Mutual Funds, Financial Services, Financial Advisory, Asset Allocation, Insurance, Series 7, Investment Advisory, Investment Strategies, Wealth Management, Time Management, 401k, Finance, Financial Planning, Hold Series 7, Series 6, Series 24, Annuity and Insurance..., Series 66, Technical Liaison -..., Uniform Combined State...
Education
University of Phoenix
Pursuing a Master of Business Administration (MBA), Finance, General
University of South Florida
BA of Economics, Economics
Raymond James Financial, Inc. July 2014 - Present
Raymond James Financial, Inc. October 2006 - July 2014
Raymond James Financial, Inc. September 2005 - October 2006
Raymond James Financial, Inc. May 2004 - September 2005
Skills
Investments, Retirement Planning, Portfolio Management, Retirement, Mutual Funds, Financial Services, Financial Advisory, Asset Allocation, Insurance, Series 7, Investment Advisory, Investment Strategies, Wealth Management, Time Management, 401k, Finance, Financial Planning, Hold Series 7, Series 6, Series 24, Annuity and Insurance..., Series 66, Technical Liaison -..., Uniform Combined State...
Education
University of Phoenix
Pursuing a Master of Business Administration (MBA), Finance, General
University of South Florida
BA of Economics, Economics
Lisa Dufaux's Raymond James Financial Inc. Experience May 2002 - April 2008
Job Realtor/Investor
Industry Real Estate
Experience
Eden Homes LLC March 2008 - Present
Charles Rutenberg Realty, Inc. May 2005 - Present
Raymond James Financial 2008 - May 2012
Raymond James Financial Inc. May 2002 - April 2008
Raymond James Financial, Inc. April 1997 - April 2002
Skills
SDLC, SharePoint, Requirements Analysis, Business Analysis, Project Management, Visio, PMP, Process Improvement, Program Management, Vendor Management, Risk Management, Requirements Gathering, SQL, Business Process..., Analysis, Business Process, IT Management, MS Project, Software Project..., IT Strategy, Software Documentation, Business Intelligence, Integration, CRM, PMO, Disaster Recovery
Education
University of Minnesota-Twin Cities
Eden Homes LLC March 2008 - Present
Charles Rutenberg Realty, Inc. May 2005 - Present
Raymond James Financial 2008 - May 2012
Raymond James Financial Inc. May 2002 - April 2008
Raymond James Financial, Inc. April 1997 - April 2002
Skills
SDLC, SharePoint, Requirements Analysis, Business Analysis, Project Management, Visio, PMP, Process Improvement, Program Management, Vendor Management, Risk Management, Requirements Gathering, SQL, Business Process..., Analysis, Business Process, IT Management, MS Project, Software Project..., IT Strategy, Software Documentation, Business Intelligence, Integration, CRM, PMO, Disaster Recovery
Education
University of Minnesota-Twin Cities
Ashok Pokharkar's Raymond James Financial Inc. Experience 2015 - 2015
Job Florida Department of Environmental Protection
Industry Computer Software
Experience
Florida Department of Environmental Protection August 2014 - Present
Raymond James Financial, Inc. 2015 - 2015
Raymond James Financial, Inc. 2015 - 2015
Raymond James Financial, Inc. 2015 - 2015
The Exchange - USA Army and Air Force Exchange Services, USA May 2012 - August 2014
HSBC Card Services May 2010 - April 2012
Capgemini 2005 - 2010
Kanbay 2005 - 2009
CAPGEMINI INDIA PVT LTD 2005 - 2007
Skills
SDLC, Requirements Analysis, Java Enterprise Edition, Software Project..., Business Analysis, Agile Methodologies, Web Services, Spring Framework, Oracle, SQL, Java, XML, Requirements Gathering, PL/SQL, Solution Architecture, SOA, Hibernate, Struts, JSP, Core Java, Software Development, Servlets
Education
University of Pune 2000 — 2004
be, it
Nutan 1998 — 1998
Bachelor's degree, IT
Florida Department of Environmental Protection August 2014 - Present
Raymond James Financial, Inc. 2015 - 2015
Raymond James Financial, Inc. 2015 - 2015
Raymond James Financial, Inc. 2015 - 2015
The Exchange - USA Army and Air Force Exchange Services, USA May 2012 - August 2014
HSBC Card Services May 2010 - April 2012
Capgemini 2005 - 2010
Kanbay 2005 - 2009
CAPGEMINI INDIA PVT LTD 2005 - 2007
Skills
SDLC, Requirements Analysis, Java Enterprise Edition, Software Project..., Business Analysis, Agile Methodologies, Web Services, Spring Framework, Oracle, SQL, Java, XML, Requirements Gathering, PL/SQL, Solution Architecture, SOA, Hibernate, Struts, JSP, Core Java, Software Development, Servlets
Education
University of Pune 2000 — 2004
be, it
Nutan 1998 — 1998
Bachelor's degree, IT
Grant Burtch's Raymond James Financial Inc. Experience August 2012 - Present
Job Senior Equity Research Associate at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2012 - Present
Raymond James Financial, Inc. August 2010 - August 2012
Raymond James Financial, Inc. June 2009 - August 2010
Skills
Equity Research, Investments, Portfolio Management, Mutual Funds, Asset Management, Financial Modeling, Series 7, Securities, Financial Analysis, Research
Education
University of Michigan 2004 — 2008
BA, Economics
Raymond James Financial, Inc. August 2012 - Present
Raymond James Financial, Inc. August 2010 - August 2012
Raymond James Financial, Inc. June 2009 - August 2010
Skills
Equity Research, Investments, Portfolio Management, Mutual Funds, Asset Management, Financial Modeling, Series 7, Securities, Financial Analysis, Research
Education
University of Michigan 2004 — 2008
BA, Economics
Sara Ganster's Raymond James Financial Inc. Experience May 2014 - Present
Job Business Technology Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. September 2011 - Present
Raymond James Financial Inc. July 2008 - September 2011
Raymond James Financial, Inc. 2006 - July 2008
Raymond James Financial, Inc. 2005 - 2006
Skills
Anti Money Laundering, Business Analysis, Training, Leadership, Financial Services, Management, Project Management, Risk Management, Business Planning, Process Improvement, Business Process..., Master Data Management, Practice Management, Microsoft Excel, Excel, Access, Regulatory Compliance, Series 7, Series 24, SharePoint, Analysis, Data Analysis, Strategic Planning, Time Management, Team Building, Research, FINRA, Uniform Combined State..., Asset Management, Sales, Client Reporting, Finance, Financial Modeling, Professional Writing, TFS, Business Architecture, Advisor Compensation, Data Warehousing
Education
University of South Florida 2001 — 2011
Bachelor's Degree, Business Management, minor in Management Information Systems (MIS)
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. September 2011 - Present
Raymond James Financial Inc. July 2008 - September 2011
Raymond James Financial, Inc. 2006 - July 2008
Raymond James Financial, Inc. 2005 - 2006
Skills
Anti Money Laundering, Business Analysis, Training, Leadership, Financial Services, Management, Project Management, Risk Management, Business Planning, Process Improvement, Business Process..., Master Data Management, Practice Management, Microsoft Excel, Excel, Access, Regulatory Compliance, Series 7, Series 24, SharePoint, Analysis, Data Analysis, Strategic Planning, Time Management, Team Building, Research, FINRA, Uniform Combined State..., Asset Management, Sales, Client Reporting, Finance, Financial Modeling, Professional Writing, TFS, Business Architecture, Advisor Compensation, Data Warehousing
Education
University of South Florida 2001 — 2011
Bachelor's Degree, Business Management, minor in Management Information Systems (MIS)
Randy LaCombe, CFA's Raymond James Financial Inc. Experience April 2011 - Present
Job Senior Vice President Trading / Sales at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2011 - Present
RBC Capital Markets 2005 - 2011
Piper Jaffray 1995 - 2005
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance
University of St. Thomas 1987 — 1990
BA, Finance
Raymond James Financial, Inc. April 2011 - Present
RBC Capital Markets 2005 - 2011
Piper Jaffray 1995 - 2005
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance
University of St. Thomas 1987 — 1990
BA, Finance
Rita Jane Iacino's Raymond James Financial Inc. Experience January 2010 - Present
Job Paralegal at Raymond James Financial
Industry Legal Services
Experience
Raymond James Financial, Inc. January 2010 - Present
Taylor Morrison, Inc. December 2007 - December 2009
Taylor Woodrow, Inc. August 2001 - December 2007
Equifax Payment Services, Inc. 1996 - 2001
Chase Manhattan Mortgage Corporation 1993 - 1996
Battaglia, Ross, Dicus and Wein, P.A. 1991 - 1993
Action Information Associates, Inc. (Tokyo, Japan) 1990 - 1990
Home Shopping Network, Inc. 1987 - 1989
Skills
Real Estate, Contract Negotiation, ProLaw, Corporate Law, Legal Writing, Litigation, Mergers, Nonprofits, Real Estate Development, Team Building, Time Management
Education
University of South Florida
BA, Sociology
Raymond James Financial, Inc. January 2010 - Present
Taylor Morrison, Inc. December 2007 - December 2009
Taylor Woodrow, Inc. August 2001 - December 2007
Equifax Payment Services, Inc. 1996 - 2001
Chase Manhattan Mortgage Corporation 1993 - 1996
Battaglia, Ross, Dicus and Wein, P.A. 1991 - 1993
Action Information Associates, Inc. (Tokyo, Japan) 1990 - 1990
Home Shopping Network, Inc. 1987 - 1989
Skills
Real Estate, Contract Negotiation, ProLaw, Corporate Law, Legal Writing, Litigation, Mergers, Nonprofits, Real Estate Development, Team Building, Time Management
Education
University of South Florida
BA, Sociology
Michelle Evanich's Raymond James Financial Inc. Experience April 2015 - Present
Job Compliance Specialist at Raymond James
Industry Investment Management
Experience
Raymond James Financial, Inc. April 2015 - Present
T. Rowe Price December 2004 - April 2015
Morgan Stanley December 2003 - December 2004
Skills
Series 7, Series 66, Asset Allocation, Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Fixed Income, Securities, Financial Services, Asset Management
Education
University of South Florida
Master of Science in Finance, Finance
University of South Florida
Bachelor's degree, Finance
Raymond James Financial, Inc. April 2015 - Present
T. Rowe Price December 2004 - April 2015
Morgan Stanley December 2003 - December 2004
Skills
Series 7, Series 66, Asset Allocation, Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Fixed Income, Securities, Financial Services, Asset Management
Education
University of South Florida
Master of Science in Finance, Finance
University of South Florida
Bachelor's degree, Finance
Pamela Jacobs, CFP®'s Raymond James Financial Inc. Experience February 1999 - March 2000
Job Financial Advisor Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
Edward Jones Investments May 2000 - July 2013
Edward Jones March 2000 - March 2001
Raymond James Financial, Inc. February 1999 - March 2000
First Affirmative Financial Network September 1996 - March 2000
Skills
Investments, Strategic Planning, Retirement Planning, Equities, Insurance, Finance, Asset Allocation, Investment Strategies, Retirement, Estate Investment..., Long-term Care, Mutual Funds, Securities, Financial Analysis, Professional Mentoring, 529 Plans, College Funding..., Strategic Investment, Strategy, Financial Advisory, Fixed Annuities, Leadership, Customer Service, Asset Preservation
Education
University of San Francisco 2006 — 2008
Bachelor’s Degree, Applied Economics
Wells Fargo Advisors July 2013 - Present
Edward Jones Investments May 2000 - July 2013
Edward Jones March 2000 - March 2001
Raymond James Financial, Inc. February 1999 - March 2000
First Affirmative Financial Network September 1996 - March 2000
Skills
Investments, Strategic Planning, Retirement Planning, Equities, Insurance, Finance, Asset Allocation, Investment Strategies, Retirement, Estate Investment..., Long-term Care, Mutual Funds, Securities, Financial Analysis, Professional Mentoring, 529 Plans, College Funding..., Strategic Investment, Strategy, Financial Advisory, Fixed Annuities, Leadership, Customer Service, Asset Preservation
Education
University of San Francisco 2006 — 2008
Bachelor’s Degree, Applied Economics
Robert J. Waite, CRPC®'s Raymond James Financial Inc. Experience June 2015 - Present
Job Financial Advisor @ Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Wells Fargo Advisors, LLC May 2007 - June 2015
E*TRADE Financial 2006 - 2007
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, CRPC, Series 66, Series 9, Series 10
Education
University of North Carolina at Charlotte 2002 — 2005
Economics, Business
Raymond James Financial, Inc. June 2015 - Present
Wells Fargo Advisors, LLC May 2007 - June 2015
E*TRADE Financial 2006 - 2007
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, CRPC, Series 66, Series 9, Series 10
Education
University of North Carolina at Charlotte 2002 — 2005
Economics, Business
Eliza Stickney's Raymond James Financial Inc. Experience May 2013 - November 2013
Job
Industry Events Services
Experience
SIXTY Hotels December 2014 - March 2015
SIXTY Hotels November 2014 - December 2014
The High Line Hotel April 2014 - August 2014
Raymond James Financial, Inc. May 2013 - November 2013
LVS Salon Group May 2011 - August 2013
Cast Iron Catering September 2008 - August 2009
Skills
Social Media, Public Speaking, PowerPoint, Sales, Microsoft Office, Time Management, Marketing, Microsoft Excel, Customer Service, Microsoft Word, Event Planning, Event Management, Customer Satisfaction, Media Relations, Creative Writing, English, French, Nonprofits, Team Building, Business Communications, Hospitality, Writing, Email Management, Proposal Writing, Communication
Education
University of Miami 2010 — 2013
Bachelor of Arts (B.A.)
George Stevens Academy 2008 — 2009
High School Diploma
Jackson Hole High School 2005 — 2008
High School
SIXTY Hotels December 2014 - March 2015
SIXTY Hotels November 2014 - December 2014
The High Line Hotel April 2014 - August 2014
Raymond James Financial, Inc. May 2013 - November 2013
LVS Salon Group May 2011 - August 2013
Cast Iron Catering September 2008 - August 2009
Skills
Social Media, Public Speaking, PowerPoint, Sales, Microsoft Office, Time Management, Marketing, Microsoft Excel, Customer Service, Microsoft Word, Event Planning, Event Management, Customer Satisfaction, Media Relations, Creative Writing, English, French, Nonprofits, Team Building, Business Communications, Hospitality, Writing, Email Management, Proposal Writing, Communication
Education
University of Miami 2010 — 2013
Bachelor of Arts (B.A.)
George Stevens Academy 2008 — 2009
High School Diploma
Jackson Hole High School 2005 — 2008
High School
Nathan Ellerbee's Raymond James Financial Inc. Experience May 2015 - Present
Job Assistant Regional Director, Investment Advisors Division, Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James March 2005 - Present
Skills
Series 24, Series 7, Series 63, Securities, Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Investments, Financial Services, Investment Advisory
Education
University of South Florida 1997 — 2008
Mass Communications
Univeristy of South Florida
Mass Communictions
Raymond James Financial, Inc. May 2015 - Present
Raymond James March 2005 - Present
Skills
Series 24, Series 7, Series 63, Securities, Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Investments, Financial Services, Investment Advisory
Education
University of South Florida 1997 — 2008
Mass Communications
Univeristy of South Florida
Mass Communictions
Jessica Custer's Raymond James Financial Inc. Experience March 2010 - Present
Job RIA Support Specialist III at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2010 - Present
Raymond James Financial, Inc. September 2008 - March 2010
Skills
FINRA, Financial Services, Wealth Management, Investment Advisory, Investments, Retirement Planning
Education
University of South Florida 2008 — 2012
Bachelor of Science (B.S.), Business Management with minor in Entrepreneurship
Raymond James Financial Inc. March 2010 - Present
Raymond James Financial, Inc. September 2008 - March 2010
Skills
FINRA, Financial Services, Wealth Management, Investment Advisory, Investments, Retirement Planning
Education
University of South Florida 2008 — 2012
Bachelor of Science (B.S.), Business Management with minor in Entrepreneurship
Bill Dalton's Raymond James Financial Inc. Experience July 2015 - Present
Job Investment Banking Analyst (Technology Services) at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Volition Capital May 2014 - August 2014
John Moriarty & Associates May 2012 - August 2013
Boston Red Sox April 2011 - May 2011
TipTap Inc. June 2010 - August 2010
Skills
Social Media, Microsoft Office, Facebook, Java, WordPress, Social Networking, Microsoft Excel, Leadership
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Film/Television
The Roxbury Latin School 2006 — 2011
Raymond James Financial, Inc. July 2015 - Present
Volition Capital May 2014 - August 2014
John Moriarty & Associates May 2012 - August 2013
Boston Red Sox April 2011 - May 2011
TipTap Inc. June 2010 - August 2010
Skills
Social Media, Microsoft Office, Facebook, Java, WordPress, Social Networking, Microsoft Excel, Leadership
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Film/Television
The Roxbury Latin School 2006 — 2011
Sumanth Yella's Raymond James Financial Inc. Experience August 2015 - Present
Job Equity Capital Markets Intern at Raymond James Financial, Inc.(Actively looking for full time opportunities in IT)
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Skills
Java, DB2, Databases, SQL, Microsoft SQL Server, C++, SAS E-Miner, Weka, Tableau, Oracle SQL Developer, CICS, JCL, COBOL, VSAM, Requirements Analysis, IBM Utilities, PL/SQL, C, Oracle, MySQL, HTML, JavaScript, Software Development, XML, Testing, SDLC, Analysis, Analytics, Core Java, Microsoft Office, Data Analysis, Unix, SAS, Java Enterprise Edition, Linux, SharePoint, InfoPath Forms, Programming, Management, Project Management, Business Analysis, CSS, Requirements Gathering, Microsoft Excel, .NET, ASP.NET, Data Warehousing, Agile Methodologies
Education
University of South Florida 2014 — 2016
Master of Science (M.S.), Management Information Systems
Jawaharlal Nehru Technical University 2007 — 2011
Bachelor of Technology, Information Technology
Raymond James Financial, Inc. August 2015 - Present
Skills
Java, DB2, Databases, SQL, Microsoft SQL Server, C++, SAS E-Miner, Weka, Tableau, Oracle SQL Developer, CICS, JCL, COBOL, VSAM, Requirements Analysis, IBM Utilities, PL/SQL, C, Oracle, MySQL, HTML, JavaScript, Software Development, XML, Testing, SDLC, Analysis, Analytics, Core Java, Microsoft Office, Data Analysis, Unix, SAS, Java Enterprise Edition, Linux, SharePoint, InfoPath Forms, Programming, Management, Project Management, Business Analysis, CSS, Requirements Gathering, Microsoft Excel, .NET, ASP.NET, Data Warehousing, Agile Methodologies
Education
University of South Florida 2014 — 2016
Master of Science (M.S.), Management Information Systems
Jawaharlal Nehru Technical University 2007 — 2011
Bachelor of Technology, Information Technology
George Currence's Raymond James Financial Inc. Experience September 2012 - Present
Job Senior Branch Supervisory Principal at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2012 - Present
Raymond James Financial Inc. January 2012 - September 2012
Raymond James Financial, Inc. May 2008 - January 2012
Raymond James Financial, Inc. March 2004 - May 2008
T Rowe Price July 2000 - July 2002
NGK Spark Plugs (U.S.A.) December 1995 - April 2000
Skills
Series 7, Mutual Funds, FINRA, Retirement Planning, Uniform Combined State..., Securities, Series 63, Investments, Investment Advisory, Retirement, Asset Allocation, Portfolio Management, Series 24, Series 3, Series 4, Series 53, Series 31, Florida Life, Health,..., Alternative Investments, 401k, ETFs, Options, Series 65
Education
University of South Florida 2000 — 2002
MBA, Finance
West Virginia Wesleyan College 1991 — 1995
BS, Mathematics, Computer Science
Raymond James Financial Inc. September 2012 - Present
Raymond James Financial Inc. January 2012 - September 2012
Raymond James Financial, Inc. May 2008 - January 2012
Raymond James Financial, Inc. March 2004 - May 2008
T Rowe Price July 2000 - July 2002
NGK Spark Plugs (U.S.A.) December 1995 - April 2000
Skills
Series 7, Mutual Funds, FINRA, Retirement Planning, Uniform Combined State..., Securities, Series 63, Investments, Investment Advisory, Retirement, Asset Allocation, Portfolio Management, Series 24, Series 3, Series 4, Series 53, Series 31, Florida Life, Health,..., Alternative Investments, 401k, ETFs, Options, Series 65
Education
University of South Florida 2000 — 2002
MBA, Finance
West Virginia Wesleyan College 1991 — 1995
BS, Mathematics, Computer Science
Brandon Halm's Raymond James Financial Inc. Experience January 2015 - Present
Job Web Designer at Raymond James Financial Inc.
Industry Graphic Design
Experience
Raymond James Financial, Inc. January 2015 - Present
Brandon Halm Creative August 2007 - Present
Raymond James Financial Inc. March 2012 - January 2015
Murphy Land & Retail Services August 2008 - February 2012
Client Focused Media August 2011 - December 2011
BroadBased Communications, Inc. 2007 - 2008
Skills
InDesign, Graphic Design, Photoshop, Illustration, Illustrator, Adobe Creative Suite, Mac, Typography, PowerPoint, Dreamweaver, Word, Logo Design, Layout, Microsoft Office, Web Design, Corporate Identity, QuarkXPress, Social Media, Brochures, Screen Printing, HTML, HTML + CSS, Graphics, Adobe Acrobat, Magazine Layout Design, Web Development
Education
University of North Florida 2007 — 2011
Bachelor of Fine Arts, Graphic Design & Digital Media
Raymond James Financial, Inc. January 2015 - Present
Brandon Halm Creative August 2007 - Present
Raymond James Financial Inc. March 2012 - January 2015
Murphy Land & Retail Services August 2008 - February 2012
Client Focused Media August 2011 - December 2011
BroadBased Communications, Inc. 2007 - 2008
Skills
InDesign, Graphic Design, Photoshop, Illustration, Illustrator, Adobe Creative Suite, Mac, Typography, PowerPoint, Dreamweaver, Word, Logo Design, Layout, Microsoft Office, Web Design, Corporate Identity, QuarkXPress, Social Media, Brochures, Screen Printing, HTML, HTML + CSS, Graphics, Adobe Acrobat, Magazine Layout Design, Web Development
Education
University of North Florida 2007 — 2011
Bachelor of Fine Arts, Graphic Design & Digital Media
Ted Pavlovich's Raymond James Financial Inc. Experience July 2005 - February 2011
Job Manager & Financial Services Professional
Industry Financial Services
Experience
Bluewater Capital Advisors November 2011 - August 2015
Raymond James Financial, Inc. July 2005 - February 2011
UBS Wealth Management September 1994 - July 2005
Piper Jaffray July 1983 - September 1994
Skills
Wealth Management, Portfolio Management, Finance, Financial Planning, Financial Services, Asset Management, Sales and Marketing, Leadership/Communication
Education
UM Duluth Minnesota 1976 — 1981
Business Administration
University of Minnesota Duluth
Business Administration and Management, General
Bluewater Capital Advisors November 2011 - August 2015
Raymond James Financial, Inc. July 2005 - February 2011
UBS Wealth Management September 1994 - July 2005
Piper Jaffray July 1983 - September 1994
Skills
Wealth Management, Portfolio Management, Finance, Financial Planning, Financial Services, Asset Management, Sales and Marketing, Leadership/Communication
Education
UM Duluth Minnesota 1976 — 1981
Business Administration
University of Minnesota Duluth
Business Administration and Management, General
Toni M. Dotson's Raymond James Financial Inc. Experience August 2013 - Present
Job Financial Planning, Investments, Insurance, Consultant
Industry Investment Management
Experience
Raymond James Financial, Inc. August 2013 - Present
Peoples Bank August 2013 - Present
JPMorgan Chase & Co. March 2010 - December 2011
Bank of America Merrill Lynch July 2007 - May 2010
Skills
Management, Leadership
Education
The Ohio State University
Financial Planning and Services
University of Pennsylvania - The Wharton School
Financial Planning and Services
Raymond James Financial, Inc. August 2013 - Present
Peoples Bank August 2013 - Present
JPMorgan Chase & Co. March 2010 - December 2011
Bank of America Merrill Lynch July 2007 - May 2010
Skills
Management, Leadership
Education
The Ohio State University
Financial Planning and Services
University of Pennsylvania - The Wharton School
Financial Planning and Services
Jeff Smalley's Raymond James Financial Inc. Experience August 1996 - July 2002
Job Investment Advisory Sales Analyst at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. July 2002 - Present
Raymond James Financial, Inc. August 1996 - July 2002
Gilbert Marshall August 1994 - August 1996
IDS Financial Services October 1991 - August 1994
Skills
Mutual Funds, Retirement Planning, Series 7
Education
College of Financial Planning
Certified Financial Planner
University of Nebraska-Lincoln 1988 — 1991
Master’s Degree, Finance
University of Nebraska-Lincoln 1982 — 1987
Bachelor’s Degree, Finance
Ameritas Investment Corp. July 2002 - Present
Raymond James Financial, Inc. August 1996 - July 2002
Gilbert Marshall August 1994 - August 1996
IDS Financial Services October 1991 - August 1994
Skills
Mutual Funds, Retirement Planning, Series 7
Education
College of Financial Planning
Certified Financial Planner
University of Nebraska-Lincoln 1988 — 1991
Master’s Degree, Finance
University of Nebraska-Lincoln 1982 — 1987
Bachelor’s Degree, Finance
Steffen Beck's Raymond James Financial Inc. Experience September 2015 - Present
Job Sales Support Specialist at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Eagle Asset Management July 2014 - September 2015
University of Minnesota Intercollegiate Athletics September 2010 - May 2014
AdvisorNet Financial January 2014 - April 2014
Fidelity Investments May 2013 - August 2013
LaFleur's Gymnastics Tampa May 2012 - August 2012
OAI May 2012 - August 2012
Skills
Athletics, Financial Services, Customer Service, Marketing, Sales, Sports Management, Sports Marketing, Emergency Medicine, Coaching, Sports Nutrition, Strength & Conditioning
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (B.S.), Business Marketing Education
Raymond James Financial, Inc. September 2015 - Present
Eagle Asset Management July 2014 - September 2015
University of Minnesota Intercollegiate Athletics September 2010 - May 2014
AdvisorNet Financial January 2014 - April 2014
Fidelity Investments May 2013 - August 2013
LaFleur's Gymnastics Tampa May 2012 - August 2012
OAI May 2012 - August 2012
Skills
Athletics, Financial Services, Customer Service, Marketing, Sales, Sports Management, Sports Marketing, Emergency Medicine, Coaching, Sports Nutrition, Strength & Conditioning
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (B.S.), Business Marketing Education
Toni Rajic's Raymond James Financial Inc. Experience February 2012 - August 2013
Job Testing Analytics Coordinator at Tampa General Hospital
Industry Hospital & Health Care
Experience
Tampa General Hospital 2015 - Present
PowerChord August 2013 - May 2015
Raymond James Financial, Inc. February 2012 - August 2013
Raymond James Financial Inc. August 2011 - February 2012
Education
University of South Florida 2011 — 2012
Master of Science (MS), Management Information Systems and Services, 3.75
University of South Florida 2005 — 2010
Bachelor of Arts (B.A.), International Business
Tampa General Hospital 2015 - Present
PowerChord August 2013 - May 2015
Raymond James Financial, Inc. February 2012 - August 2013
Raymond James Financial Inc. August 2011 - February 2012
Education
University of South Florida 2011 — 2012
Master of Science (MS), Management Information Systems and Services, 3.75
University of South Florida 2005 — 2010
Bachelor of Arts (B.A.), International Business
Will Heyward's Raymond James Financial Inc. Experience July 2015 - Present
Job Investment Banking Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. May 2014 - July 2014
Northwestern Mutual May 2013 - July 2013
Guardian Ad Litem of Alamance County August 2012 - August 2012
University of North Carolina at Chapel Hill January 2012 - April 2012
Skills
Economics, Data Analysis, Time Management, Strategy, Analysis, Finance, Marketing, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Market Research, Bloomberg Terminal, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of North Carolina at Chapel Hill 2011 — 2015
(BS) Business Administration, Corporate Finance, 3.97 / 4.00
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. May 2014 - July 2014
Northwestern Mutual May 2013 - July 2013
Guardian Ad Litem of Alamance County August 2012 - August 2012
University of North Carolina at Chapel Hill January 2012 - April 2012
Skills
Economics, Data Analysis, Time Management, Strategy, Analysis, Finance, Marketing, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Market Research, Bloomberg Terminal, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of North Carolina at Chapel Hill 2011 — 2015
(BS) Business Administration, Corporate Finance, 3.97 / 4.00
Andrew Burgoyne's Raymond James Financial Inc. Experience June 2015 - August 2015
Job Student at University of South Florida
Industry
Experience
Raymond James Financial, Inc. June 2015 - August 2015
Education
University of South Florida 2013 — 2017
Raymond James Financial, Inc. June 2015 - August 2015
Education
University of South Florida 2013 — 2017
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS