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
Rachel McDonough Rachel McDonough's Raymond James Financial Inc. Experience September 2009 - September 2014
Job Financial Advisor | Qualified Kingdom Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Raymond James Financial Inc. September 2009 - September 2014
Merrill Lynch September 2002 - September 2009
Education
College for Financial Planning 2004 — 2006
Certified Financial Planner designation
University of Wisconsin-River Falls
Bachelor of Fine Arts (BFA)
Ameriprise Financial Services, Inc. September 2014 - Present
Raymond James Financial Inc. September 2009 - September 2014
Merrill Lynch September 2002 - September 2009
Education
College for Financial Planning 2004 — 2006
Certified Financial Planner designation
University of Wisconsin-River Falls
Bachelor of Fine Arts (BFA)
Julia Will Julia Will's Raymond James Financial Inc. Experience May 2011 - August 2011
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - November 2014
Wealth Partners, LLC June 2012 - August 2012
Upstream Investment Partners, LLC May 2012 - May 2012
Raymond James Financial Inc. May 2011 - August 2011
Skills
Series 7, Series 63, Series 65, Equities, Wealth Management, Analysis
Education
Clemson University 2009 — 2013
Bachelor of Science, Financial Management
Wells Fargo Advisors, LLC June 2013 - November 2014
Wealth Partners, LLC June 2012 - August 2012
Upstream Investment Partners, LLC May 2012 - May 2012
Raymond James Financial Inc. May 2011 - August 2011
Skills
Series 7, Series 63, Series 65, Equities, Wealth Management, Analysis
Education
Clemson University 2009 — 2013
Bachelor of Science, Financial Management
Scott Chester's Raymond James Financial Inc. Experience July 2014 - Present
Job Systems Administration
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - Present
Publix Super Markets 2014 - June 2014
Exelis September 2013 - February 2014
Lockheed Martin December 2009 - May 2013
L-3 Communications February 2009 - April 2010
US Air Force July 1998 - August 2007
Skills
Always Willing to Learn, Troubleshooting, Creative Problem Solving, Dependable Team Player, Teamwork, Reliability, Routers, Operating Systems, Hardware, Switches
Education
Colorado Technical University 2012 — 2014
Bachelor's degree, Computer and Information Sciences, General
Community College of the Air Force 2004 — 2006
Associate of Science (A.S.), Information Technology
Raymond James Financial Inc. July 2014 - Present
Publix Super Markets 2014 - June 2014
Exelis September 2013 - February 2014
Lockheed Martin December 2009 - May 2013
L-3 Communications February 2009 - April 2010
US Air Force July 1998 - August 2007
Skills
Always Willing to Learn, Troubleshooting, Creative Problem Solving, Dependable Team Player, Teamwork, Reliability, Routers, Operating Systems, Hardware, Switches
Education
Colorado Technical University 2012 — 2014
Bachelor's degree, Computer and Information Sciences, General
Community College of the Air Force 2004 — 2006
Associate of Science (A.S.), Information Technology
Brandon T. Knox's Raymond James Financial Inc. Experience December 2012 - Present
Job
Industry Investment Management
Experience
Raymond James Financial Inc. December 2012 - Present
Morgan Stanley Wealth Management July 2008 - November 2012
Knox for Philly August 2006 - June 2008
Skills
Valuation, Strategic Financial..., Securities, Finance, Investments, Financial Modeling, Financial Analysis, Financial Planning, Series 7, Investment Management, Fixed Income Portfolio..., Equity Trading
Education
Drexel University 2006 — 2008
Master of Business Administration (MBA), Financial Management
West Chester University of Pennsylvania 2000 — 2004
Bachelor of Science (BS), Economics
Raymond James Financial Inc. December 2012 - Present
Morgan Stanley Wealth Management July 2008 - November 2012
Knox for Philly August 2006 - June 2008
Skills
Valuation, Strategic Financial..., Securities, Finance, Investments, Financial Modeling, Financial Analysis, Financial Planning, Series 7, Investment Management, Fixed Income Portfolio..., Equity Trading
Education
Drexel University 2006 — 2008
Master of Business Administration (MBA), Financial Management
West Chester University of Pennsylvania 2000 — 2004
Bachelor of Science (BS), Economics
Thomas Stichter Jr. Thomas Stichter Jr.'s Raymond James Financial Inc. Experience September 2013 - April 2014
Job Recent Graduate of Denison University
Industry Financial Services
Experience
Young Life January 2011 - August 2014
Denison University August 2012 - May 2014
Raymond James Financial Inc. September 2013 - April 2014
State Street June 2013 - August 2013
Skyhawks Sports Academy May 2012 - August 2012
Marco's Pizza December 2010 - April 2012
Linc Energy Systems, Inc. May 2010 - August 2010
Skills
Leadership, Social Media, Management, Sales, Microsoft Office, Marketing, Marketing Strategy, Coaching, Microsoft Excel, Finance, Fundraising, Public Speaking, Event Planning, Nonprofits, Research, PowerPoint, Data Analysis, Social Networking, Microsoft Word
Education
Denison University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Dartmouth College - The Tuck School of Business at Dartmouth
Business Bridge Program
Sylvania Southview
Young Life January 2011 - August 2014
Denison University August 2012 - May 2014
Raymond James Financial Inc. September 2013 - April 2014
State Street June 2013 - August 2013
Skyhawks Sports Academy May 2012 - August 2012
Marco's Pizza December 2010 - April 2012
Linc Energy Systems, Inc. May 2010 - August 2010
Skills
Leadership, Social Media, Management, Sales, Microsoft Office, Marketing, Marketing Strategy, Coaching, Microsoft Excel, Finance, Fundraising, Public Speaking, Event Planning, Nonprofits, Research, PowerPoint, Data Analysis, Social Networking, Microsoft Word
Education
Denison University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Dartmouth College - The Tuck School of Business at Dartmouth
Business Bridge Program
Sylvania Southview
Alicia Fretz Alicia Fretz's Raymond James Financial Inc. Experience September 2007 - June 2010
Job Analyst at Raymond James & Associates, Inc
Industry Financial Services
Corey Vural's Raymond James Financial Inc. Experience 2013 - 2013
Job Student at Cornell University
Industry
Experience
Raymond James Financial Inc. 2013 - 2013
Regional Plan Association July 2012 - August 2012
The Village Chess Shop July 2011 - August 2011
Skills
InDesign, Photoshop, Microsoft Word, PowerPoint, Teamwork, Organization
Education
Cornell University 2011 — 2015
Hunter College High School 2007 — 2011
Raymond James Financial Inc. 2013 - 2013
Regional Plan Association July 2012 - August 2012
The Village Chess Shop July 2011 - August 2011
Skills
InDesign, Photoshop, Microsoft Word, PowerPoint, Teamwork, Organization
Education
Cornell University 2011 — 2015
Hunter College High School 2007 — 2011
John Larsen,CFP® John Larsen,CFP®'s Raymond James Financial Inc. Experience October 2013 - Present
Job Senior Vice President, Investments and Certified Financial Planner at Raymond James / Consul of Denmark for Arizona
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Royal Danish Consulate March 2005 - Present
Edward Jones January 1997 - September 2013
Ameriprise Financial Services, Inc. March 1996 - January 1997
Hoyer Inc February 1992 - March 1996
Ciserv Inc January 1991 - February 1992
Maersk Line January 1990 - January 1991
Skills
Investments, Retirement Planning, Portfolio Management, Business Planning, Insurance Planning, Wealth Management, College Savings Plans
Education
College for Financial Planning 2010 — 2011
CFP® Certification
Keller Graduate School of Management 1993 — 1994
None
Aarhus School of Marine Engineering 1984 — 1990
BSME
Raymond James Financial Inc. October 2013 - Present
Royal Danish Consulate March 2005 - Present
Edward Jones January 1997 - September 2013
Ameriprise Financial Services, Inc. March 1996 - January 1997
Hoyer Inc February 1992 - March 1996
Ciserv Inc January 1991 - February 1992
Maersk Line January 1990 - January 1991
Skills
Investments, Retirement Planning, Portfolio Management, Business Planning, Insurance Planning, Wealth Management, College Savings Plans
Education
College for Financial Planning 2010 — 2011
CFP® Certification
Keller Graduate School of Management 1993 — 1994
None
Aarhus School of Marine Engineering 1984 — 1990
BSME
Patricia Conrad's Raymond James Financial Inc. Experience February 2013 - Present
Job Financial Advisor, Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan & Co. February 2007 - February 2013
AmSouth Invesments May 2003 - February 2007
SunTrust Investment Services February 1995 - May 2003
Education
Saint Leo University 1992 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Georgia Southern University 1991 — 1992
College of Central Florida 1989 — 1991
Associate of Arts (AA), Education
Raymond James & Associates, Inc. February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan & Co. February 2007 - February 2013
AmSouth Invesments May 2003 - February 2007
SunTrust Investment Services February 1995 - May 2003
Education
Saint Leo University 1992 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Georgia Southern University 1991 — 1992
College of Central Florida 1989 — 1991
Associate of Arts (AA), Education
Louis Dagen Louis Dagen's Raymond James Financial Inc. Experience February 2009 - Present
Job Branch Manager and Certified Financial Planner
Industry Investment Management
Experience
Raymond James Financial Inc. February 2009 - Present
Morgan Stanley June 1991 - February 2009
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Customer Service, Strategic Financial..., Risk Management, Wealth Management, Financial Planning, Portfolio Management, Research, Teaching, Certified Financial..., Financial Analysis, Securities, Financial Advisory, Asset Management, Financial Services, Investment Strategies
Education
Cornell University 1986 — 1992
Bachelor of Science (B.S.), Human Development and Family Studies, General
College for Financial Planning 1995 — 1997
Certified Financial Planner
Raymond James Financial Inc. February 2009 - Present
Morgan Stanley June 1991 - February 2009
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Customer Service, Strategic Financial..., Risk Management, Wealth Management, Financial Planning, Portfolio Management, Research, Teaching, Certified Financial..., Financial Analysis, Securities, Financial Advisory, Asset Management, Financial Services, Investment Strategies
Education
Cornell University 1986 — 1992
Bachelor of Science (B.S.), Human Development and Family Studies, General
College for Financial Planning 1995 — 1997
Certified Financial Planner
Jason Durina Jason Durina's Raymond James Financial Inc. Experience May 2006 - June 2007
Job Financial Analyst at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard May 2012 - Present
Cedar Management, Inc. January 2012 - May 2012
Flagstar Bank February 2010 - June 2010
Chase November 2008 - March 2009
TCF Bank May 2008 - October 2008
Edward Jones June 2007 - February 2008
Raymond James Financial Inc. May 2006 - June 2007
Comerica Bank May 2002 - September 2005
Huntington National Bank February 2002 - May 2002
Skills
Customer Service, Microsoft Office, Financial Analysis, Excel, Financial Reporting, Accounting, Financial Modeling, Budgeting, Word, PowerPoint, Valuation, Forecasting, Customer Relations, Real Estate, Accounts Payable, Credit, Corporate Finance, Analysis, Outlook, Access, Accounts Receivable, Strategic Planning, Problem Solving, Bloomberg, Loans, Risk Management, Banking, Financial Planning, Research, Insurance, Quickbooks, Economics, Retail, Reconciliation, Financial Accounting, Data Analysis, Teamwork, Credit Analysis, Audit, General Ledger, Auditing, Financial Management, Compliance, Business Analysis, Account Reconciliation, Investments, Spanish, Hindi, Estate Planning, Portfolio Management
Education
Oakland University 2012 — 2015
Bachelor of Arts (BA), English Language and Literature/Letters, 3.9
Davenport University 2003 — 2012
Bachelor of Business Administration (BBA), Finance, General, 4.0
Hamtramck High 1991 — 1995
Diploma
Hewlett-Packard May 2012 - Present
Cedar Management, Inc. January 2012 - May 2012
Flagstar Bank February 2010 - June 2010
Chase November 2008 - March 2009
TCF Bank May 2008 - October 2008
Edward Jones June 2007 - February 2008
Raymond James Financial Inc. May 2006 - June 2007
Comerica Bank May 2002 - September 2005
Huntington National Bank February 2002 - May 2002
Skills
Customer Service, Microsoft Office, Financial Analysis, Excel, Financial Reporting, Accounting, Financial Modeling, Budgeting, Word, PowerPoint, Valuation, Forecasting, Customer Relations, Real Estate, Accounts Payable, Credit, Corporate Finance, Analysis, Outlook, Access, Accounts Receivable, Strategic Planning, Problem Solving, Bloomberg, Loans, Risk Management, Banking, Financial Planning, Research, Insurance, Quickbooks, Economics, Retail, Reconciliation, Financial Accounting, Data Analysis, Teamwork, Credit Analysis, Audit, General Ledger, Auditing, Financial Management, Compliance, Business Analysis, Account Reconciliation, Investments, Spanish, Hindi, Estate Planning, Portfolio Management
Education
Oakland University 2012 — 2015
Bachelor of Arts (BA), English Language and Literature/Letters, 3.9
Davenport University 2003 — 2012
Bachelor of Business Administration (BBA), Finance, General, 4.0
Hamtramck High 1991 — 1995
Diploma
Hunter A. Swain's Raymond James Financial Inc. Experience 2009 - 2010
Job Employment Attorney at King & Greisen, LLP
Industry Law Practice
Experience
King & Greisen, LLP November 2014 - Present
Outten & Golden LLP September 2013 - November 2014
Raymond James Financial Inc. 2009 - 2010
Education
University of Colorado Law School 2010 — 2013
Juris Doctor (JD), Employment Law, Employment Discrimination, Alternative Dispute Resolution
Colorado College 2005 — 2009
Bachelor of Arts cum laude, with distinction in Sociology
Memphis University School 1999 — 2005
King & Greisen, LLP November 2014 - Present
Outten & Golden LLP September 2013 - November 2014
Raymond James Financial Inc. 2009 - 2010
Education
University of Colorado Law School 2010 — 2013
Juris Doctor (JD), Employment Law, Employment Discrimination, Alternative Dispute Resolution
Colorado College 2005 — 2009
Bachelor of Arts cum laude, with distinction in Sociology
Memphis University School 1999 — 2005
Elizabeth Gifford's Raymond James Financial Inc. Experience October 2005 - November 2008
Job Account Manager at Paradise Advertising, Digital & Entertainment
Industry Marketing and Advertising
Experience
Paradise Advertising, Digital & Entertainment January 2015 - Present
Southeast Volusia Advertising Authority/ New Smyrna Beach Area Visitor Bureau October 2011 - January 2015
Southeast Volusia Advertising Authority 2011 - May 2013
Raymond James Financial Inc. October 2005 - November 2008
Deltacom April 2002 - January 2005
Morgan Stanley July 1999 - April 2002
Skills
Email Marketing, Marketing, Advertising, Social Media Marketing, Marketing Strategy, Digital Marketing, Online Marketing, Digital Strategy, Direct Marketing, Integrated Marketing, Social Media, Brand Development, Public Relations, Strategic Partnerships, Mobile Marketing, Lead Generation, Product Marketing, Strategy, CRM, Business Development, Online Advertising, Contract Negotiation, Sales, Digital Media, Competitive Analysis, Salesforce.com, B2B, Media Buying, Trade Shows, SEM, Event Management, Strategic Planning, Tourism, New Business Development, Account Management, Market Planning, E-commerce, Copywriting, SEO, Entrepreneurship, Website Development, Creative Strategy, Event Planning, Hospitality, Economics, Analytics, Social Networking, Marketing Communications, Creative Direction
Education
Hollins University 1995 — 1999
BA, Economics with Business Concentration
College of Charleston 1998 — 1998
Summer Program, Advertising
The Baylor School 1992 — 1995
High School
Paradise Advertising, Digital & Entertainment January 2015 - Present
Southeast Volusia Advertising Authority/ New Smyrna Beach Area Visitor Bureau October 2011 - January 2015
Southeast Volusia Advertising Authority 2011 - May 2013
Raymond James Financial Inc. October 2005 - November 2008
Deltacom April 2002 - January 2005
Morgan Stanley July 1999 - April 2002
Skills
Email Marketing, Marketing, Advertising, Social Media Marketing, Marketing Strategy, Digital Marketing, Online Marketing, Digital Strategy, Direct Marketing, Integrated Marketing, Social Media, Brand Development, Public Relations, Strategic Partnerships, Mobile Marketing, Lead Generation, Product Marketing, Strategy, CRM, Business Development, Online Advertising, Contract Negotiation, Sales, Digital Media, Competitive Analysis, Salesforce.com, B2B, Media Buying, Trade Shows, SEM, Event Management, Strategic Planning, Tourism, New Business Development, Account Management, Market Planning, E-commerce, Copywriting, SEO, Entrepreneurship, Website Development, Creative Strategy, Event Planning, Hospitality, Economics, Analytics, Social Networking, Marketing Communications, Creative Direction
Education
Hollins University 1995 — 1999
BA, Economics with Business Concentration
College of Charleston 1998 — 1998
Summer Program, Advertising
The Baylor School 1992 — 1995
High School
Bryce Stone Bryce Stone's Raymond James Financial Inc. Experience August 2006 - August 2007
Job Senior Financial Analyst at Lancaster General Health
Industry Hospital & Health Care
Experience
Lancaster General Health April 2015 - Present
Lancaster General Health February 2013 - April 2015
JSA Healthcare February 2012 - February 2013
JSA Healthcare February 2010 - February 2012
JSA Healthcare August 2007 - February 2010
Raymond James Financial Inc. August 2006 - August 2007
Skills
Financial Analysis, Process Automation, Data Analysis, Budget, Account Reconciliation, Acquisitions, Macro, Microsoft Excel, Budgets, Accounting, Process Improvement, Bank Reconciliation, Insurance, Access, General Ledger, Payroll, Financial Reporting, Healthcare, Medicare, Managed Care, Sarbanes-Oxley Act, Revenue Cycle, Training, Finance, Internal Controls, Accounts Receivable, Variance Analysis, Analysis, HIPAA, Data Entry
Education
Clearwater Christian College 2002 — 2006
Bachelor's degree, Accounting
Lancaster General Health April 2015 - Present
Lancaster General Health February 2013 - April 2015
JSA Healthcare February 2012 - February 2013
JSA Healthcare February 2010 - February 2012
JSA Healthcare August 2007 - February 2010
Raymond James Financial Inc. August 2006 - August 2007
Skills
Financial Analysis, Process Automation, Data Analysis, Budget, Account Reconciliation, Acquisitions, Macro, Microsoft Excel, Budgets, Accounting, Process Improvement, Bank Reconciliation, Insurance, Access, General Ledger, Payroll, Financial Reporting, Healthcare, Medicare, Managed Care, Sarbanes-Oxley Act, Revenue Cycle, Training, Finance, Internal Controls, Accounts Receivable, Variance Analysis, Analysis, HIPAA, Data Entry
Education
Clearwater Christian College 2002 — 2006
Bachelor's degree, Accounting
Tracey Beard Tracey Beard's Raymond James Financial Inc. Experience September 2012 - April 2013
Job Independent Diamond Coach at Beachbody
Industry Health, Wellness and Fitness
Experience
Beachbody July 2013 - Present
Soouthern States LLC January 2014 - September 2014
Parts, Inc. (Parts And Repair Technical Services) July 2013 - January 2014
Raymond James Financial Inc. September 2012 - April 2013
Skills
Sourcing, Human Resources, Microsoft Excel, Customer Service, Employee Relations, Recruiting, Management, PeopleSoft, Leadership, Interviews
Education
Columbus State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Human Resources
Beachbody July 2013 - Present
Soouthern States LLC January 2014 - September 2014
Parts, Inc. (Parts And Repair Technical Services) July 2013 - January 2014
Raymond James Financial Inc. September 2012 - April 2013
Skills
Sourcing, Human Resources, Microsoft Excel, Customer Service, Employee Relations, Recruiting, Management, PeopleSoft, Leadership, Interviews
Education
Columbus State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Human Resources
Katherine Macrone's Raymond James Financial Inc. Experience February 2014 - May 2015
Job Account Manager
Industry Human Resources
Experience
Deerwalk Inc June 2015 - Present
Raymond James Financial Inc. February 2014 - May 2015
Hillsborough County May 2013 - January 2014
Florida Hospital Tampa f.k.a. University Community Hospital June 2010 - January 2013
Moffitt Cancer Center April 2007 - May 2010
AIG April 2002 - March 2007
Sarnoff May 2000 - March 2002
ORC Worldwide October 1998 - April 1999
Johnson & Johnson September 1997 - October 1998
Federal Express June 1991 - May 1996
Skills
Compensation, Market Pricing, Job Evaluation, FLSA and DOL compliance, Benefits Plan Design, Benefits Administration, Employee Health, Wellness Programs, Incentive Programs, Performance Management, HR Metrics, Employee Wellness, Deferred Compensation, Employee Benefits, Compensation & Benefit, Human Resources, Salary, Recruiting
Education
Cornell University 1996 — 1997
MILR, Labor Relations
University of Georgia - Terry College of Business 1990 — 1991
MBA, Finance
Emory University - Goizueta Business School 1984 — 1988
BBA, Marketing
Deerwalk Inc June 2015 - Present
Raymond James Financial Inc. February 2014 - May 2015
Hillsborough County May 2013 - January 2014
Florida Hospital Tampa f.k.a. University Community Hospital June 2010 - January 2013
Moffitt Cancer Center April 2007 - May 2010
AIG April 2002 - March 2007
Sarnoff May 2000 - March 2002
ORC Worldwide October 1998 - April 1999
Johnson & Johnson September 1997 - October 1998
Federal Express June 1991 - May 1996
Skills
Compensation, Market Pricing, Job Evaluation, FLSA and DOL compliance, Benefits Plan Design, Benefits Administration, Employee Health, Wellness Programs, Incentive Programs, Performance Management, HR Metrics, Employee Wellness, Deferred Compensation, Employee Benefits, Compensation & Benefit, Human Resources, Salary, Recruiting
Education
Cornell University 1996 — 1997
MILR, Labor Relations
University of Georgia - Terry College of Business 1990 — 1991
MBA, Finance
Emory University - Goizueta Business School 1984 — 1988
BBA, Marketing
Alan Crouse Alan Crouse's Raymond James Financial Inc. Experience October 2007 - January 2009
Job Regional Manager, CFP®, CRPS®
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2012 - Present
Independent Bank February 2011 - May 2012
MetLife April 2009 - February 2011
Raymond James Financial Inc. October 2007 - January 2009
Skills
Investments, Retirement Planning, Financial Services, Finance, Series 7, Securities, Mutual Funds, Process Improvement, Retirement, Financial Planning, Employee Benefits, Customer Service, Team Building
Education
Kent State University
Bachelor of Business Administration (B.B.A.), Marketing
College for Financial Planning 2011 — 2013
CFP® Certification Professional Education Program
Transamerica Retirement Solutions June 2012 - Present
Independent Bank February 2011 - May 2012
MetLife April 2009 - February 2011
Raymond James Financial Inc. October 2007 - January 2009
Skills
Investments, Retirement Planning, Financial Services, Finance, Series 7, Securities, Mutual Funds, Process Improvement, Retirement, Financial Planning, Employee Benefits, Customer Service, Team Building
Education
Kent State University
Bachelor of Business Administration (B.B.A.), Marketing
College for Financial Planning 2011 — 2013
CFP® Certification Professional Education Program
Andrew Ritts Andrew Ritts's Raymond James Financial Inc. Experience May 2006 - August 2008
Job Petroleum Geologist
Industry Oil & Energy
Experience
Shell Oil Company June 2013 - August 2013
Merrill Lynch February 2013 - May 2013
University of Minnesota Duluth June 2008 - August 2009
Raymond James Financial Inc. May 2006 - August 2008
Skills
GIS, Geographix, Petrel, SES Geosteer, Microsoft Office, Adobe Illustrator, Petroleum Geology, Hydrogeology, Economic Geology, Well Log Interpretation, Geologic Mapping, Drill Core Analysis, Hydrothermal Systems, Mineral Exploration, Geological Mapping, Earth Science
Education
Colorado School of Mines 2010 — 2012
Master of Science (MSc), Geology
Carleton College
Bachelor of Arts (B.A.), Geology
Shell Oil Company June 2013 - August 2013
Merrill Lynch February 2013 - May 2013
University of Minnesota Duluth June 2008 - August 2009
Raymond James Financial Inc. May 2006 - August 2008
Skills
GIS, Geographix, Petrel, SES Geosteer, Microsoft Office, Adobe Illustrator, Petroleum Geology, Hydrogeology, Economic Geology, Well Log Interpretation, Geologic Mapping, Drill Core Analysis, Hydrothermal Systems, Mineral Exploration, Geological Mapping, Earth Science
Education
Colorado School of Mines 2010 — 2012
Master of Science (MSc), Geology
Carleton College
Bachelor of Arts (B.A.), Geology
Rob Weniger Rob Weniger's Raymond James Financial Inc. Experience May 2006 - September 2006
Job Goaloriented problem solver in EY's Risk Management Advisory practice
Industry Financial Services
Experience
EY January 2013 - Present
Deutsche Bank June 2008 - January 2013
Columbia University May 2007 - May 2009
Financial Times May 2007 - August 2007
Raymond James Financial Inc. May 2006 - September 2006
Skills
VBA, SQL, Access, Derivatives, Excel, Securitization, Credit Risk, Model Portfolios, Basel II, Basel III, C++ Language, Stress Testing, Credit, Financial Services, Operational Risk..., Risk Management, Microsoft Excel, Financial Modeling, Management, Analysis, Microsoft Office, Data Analysis, Project Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
BS, Operations Research, Applied Mathematics
EY January 2013 - Present
Deutsche Bank June 2008 - January 2013
Columbia University May 2007 - May 2009
Financial Times May 2007 - August 2007
Raymond James Financial Inc. May 2006 - September 2006
Skills
VBA, SQL, Access, Derivatives, Excel, Securitization, Credit Risk, Model Portfolios, Basel II, Basel III, C++ Language, Stress Testing, Credit, Financial Services, Operational Risk..., Risk Management, Microsoft Excel, Financial Modeling, Management, Analysis, Microsoft Office, Data Analysis, Project Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
BS, Operations Research, Applied Mathematics
Loretta Singleton Loretta Singleton's Raymond James Financial Inc. Experience 2003 - 2005
Job Director of Advancement Services at University of Louisiana at Lafayette
Industry Higher Education
Experience
University of Louisiana at Lafayette May 2009 - Present
Synovus 2005 - 2008
Raymond James Financial Inc. 2003 - 2005
Skills
Higher Education, Nonprofits, Public Speaking
Education
Columbus State University
Bachelor of Business Administration (B.B.A.)
University of Louisiana at Lafayette May 2009 - Present
Synovus 2005 - 2008
Raymond James Financial Inc. 2003 - 2005
Skills
Higher Education, Nonprofits, Public Speaking
Education
Columbus State University
Bachelor of Business Administration (B.B.A.)
Ashley R. Hardy's Raymond James Financial Inc. Experience January 2007 - August 2007
Job Financial Analyst in Health Care
Industry Hospital & Health Care
Experience
Northside Hospital January 2015 - Present
HMS October 2013 - September 2014
Keenan's Kids Foundation September 2012 - October 2013
Atkins August 2011 - July 2012
Serco January 2011 - August 2011
H&M August 2008 - December 2010
Raymond James Financial Inc. January 2007 - August 2007
Skills
Microsoft Office, Accounting, Leadership, Teamwork, PowerPoint, Program Management, Event Planning, Analysis, Customer Service, Nonprofits, Team Leadership, Contract Negotiation, Project Planning, Access, Training, Time Management, Inter-personal, Fundraising, Data Analysis, Financial Analysis, Oral & Written..., Auditing, Pivot Tables, Highly detail oriented, Budgets, Negotiation, Customer Retention, Accounts Receivable, Adaptability, Finance, Financial Reporting, Accounts Payable, Maintaining Strong..., Operating Budgets, Program Coordination, Microsoft Exchange, Organization, Multi Tasking, NetSuite, Client Liaison, Macro, CRM
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2012
Bachelor of Business Administration (B.B.A.)
Columbus State University 2009 — 2009
Northside Hospital January 2015 - Present
HMS October 2013 - September 2014
Keenan's Kids Foundation September 2012 - October 2013
Atkins August 2011 - July 2012
Serco January 2011 - August 2011
H&M August 2008 - December 2010
Raymond James Financial Inc. January 2007 - August 2007
Skills
Microsoft Office, Accounting, Leadership, Teamwork, PowerPoint, Program Management, Event Planning, Analysis, Customer Service, Nonprofits, Team Leadership, Contract Negotiation, Project Planning, Access, Training, Time Management, Inter-personal, Fundraising, Data Analysis, Financial Analysis, Oral & Written..., Auditing, Pivot Tables, Highly detail oriented, Budgets, Negotiation, Customer Retention, Accounts Receivable, Adaptability, Finance, Financial Reporting, Accounts Payable, Maintaining Strong..., Operating Budgets, Program Coordination, Microsoft Exchange, Organization, Multi Tasking, NetSuite, Client Liaison, Macro, CRM
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2012
Bachelor of Business Administration (B.B.A.)
Columbus State University 2009 — 2009
Ben Flaig's Raymond James Financial Inc. Experience January 2014 - April 2014
Job CRM Analyst at RedVector
Industry Information Technology and Services
Experience
RedVector May 2015 - Present
Ten Talents Computer Services January 2015 - May 2015
Clearwater Christian College August 2013 - May 2015
Raymond James Financial Inc. January 2014 - April 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Windows, SQL, Programming, Data Analysis, Leadership, Databases, Troubleshooting, System Administration, Software Documentation, Public Speaking, Research, Time Management, Social Media, Event Planning, Teaching, Community Outreach, Sales
Education
Clearwater Christian College 2011 — 2015
Bachelor of Science (B.S.), Information Systems Management
RedVector May 2015 - Present
Ten Talents Computer Services January 2015 - May 2015
Clearwater Christian College August 2013 - May 2015
Raymond James Financial Inc. January 2014 - April 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Windows, SQL, Programming, Data Analysis, Leadership, Databases, Troubleshooting, System Administration, Software Documentation, Public Speaking, Research, Time Management, Social Media, Event Planning, Teaching, Community Outreach, Sales
Education
Clearwater Christian College 2011 — 2015
Bachelor of Science (B.S.), Information Systems Management
Peter G. Magnuson, ChFC, CLU, CASL Peter G. Magnuson, ChFC, CLU, CASL's Raymond James Financial Inc. Experience June 1990 - September 2005
Job Independent Financial Advisor at Harbor Financial Services
Industry Think Tanks
Experience
Harbor Financial Services September 2005 - Present
Peter G. Magnuson October 1983 - Present
Raymond James Financial Inc. June 1990 - September 2005
Skills
Investment Management, Mutual Funds, Closed-end Funds, Stock Research, Stock Market, Technical Analysis, Trust Management, Trustee Services, Charitable Trusts, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Municipal Bonds, Corporate Bonds, Government Bonds
Education
The American College 1989 — 2014
Chartered Financial Consultant, Financial Services
The American College 1989 — 2014
CLU (Certified Life Underwriter), Insurance
The American College 1989 — 2014
CASL, Certified Advisor for Senior Living, Finance and Financial Management Services
Covenant College
Biblical Studies
Harbor Financial Services September 2005 - Present
Peter G. Magnuson October 1983 - Present
Raymond James Financial Inc. June 1990 - September 2005
Skills
Investment Management, Mutual Funds, Closed-end Funds, Stock Research, Stock Market, Technical Analysis, Trust Management, Trustee Services, Charitable Trusts, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Municipal Bonds, Corporate Bonds, Government Bonds
Education
The American College 1989 — 2014
Chartered Financial Consultant, Financial Services
The American College 1989 — 2014
CLU (Certified Life Underwriter), Insurance
The American College 1989 — 2014
CASL, Certified Advisor for Senior Living, Finance and Financial Management Services
Covenant College
Biblical Studies
Mikael Sicotte Mikael Sicotte's Raymond James Financial Inc. Experience April 2014 - Present
Job Systems Administrator at Raymond James Financial Inc.
Industry Defense & Space
Experience
Raymond James Financial Inc. April 2014 - Present
TEKsystems December 2013 - March 2014
USfalcon May 2007 - November 2013
Symantec August 2005 - May 2007
Lockheed Martin February 2005 - August 2005
United States Department of Defense August 2004 - December 2004
Army National Guard June 2001 - September 2002
US Army June 1997 - June 2001
Skills
Information Security, Hardware Installation, Hardware Support, VMware ESX, VMware Infrastructure, VMware Server, System Administration, Systems Engineering, System Deployment, Windows Server, SharePoint, SharePoint Services 3.0, SharePoint Designer, Microsoft Office..., Active Directory, WSUS, Backup Exec, DNS Server, Group Policy, CPOF, IIS, TCP/IP, Network Engineering, Test Automation, System Testing, Black Box Testing, Remote Desktop, Remote Administration, End User Training, Patch Management, Sun, Dell PowerEdge Servers, 2008 R2, SQL 2008/2005/2000, Enterprise..., Exchange 2010/2007/2003, Office 2010, NetApp Filers, SAN, EMC Storage, Help Desk Support, Microsoft Exchange, Microsoft Office, Information Assurance, VMware, Troubleshooting, Security Clearance, DoD
Education
Proofpoint 2014 — 2014
Archive Accredited Engineer, Enterprise Email Archive
CompTIA 2011 — 2011
Security+ CE (SY0-301), IT Security
US Army 2010 — 2010
Information Assurance Security Officer, IT Security
Community College of the Air Force 2004 — 2005
NA, Information Technology
US Air Force 2002 — 2002
Information Management Apprentice, Information Technology
Raymond James Financial Inc. April 2014 - Present
TEKsystems December 2013 - March 2014
USfalcon May 2007 - November 2013
Symantec August 2005 - May 2007
Lockheed Martin February 2005 - August 2005
United States Department of Defense August 2004 - December 2004
Army National Guard June 2001 - September 2002
US Army June 1997 - June 2001
Skills
Information Security, Hardware Installation, Hardware Support, VMware ESX, VMware Infrastructure, VMware Server, System Administration, Systems Engineering, System Deployment, Windows Server, SharePoint, SharePoint Services 3.0, SharePoint Designer, Microsoft Office..., Active Directory, WSUS, Backup Exec, DNS Server, Group Policy, CPOF, IIS, TCP/IP, Network Engineering, Test Automation, System Testing, Black Box Testing, Remote Desktop, Remote Administration, End User Training, Patch Management, Sun, Dell PowerEdge Servers, 2008 R2, SQL 2008/2005/2000, Enterprise..., Exchange 2010/2007/2003, Office 2010, NetApp Filers, SAN, EMC Storage, Help Desk Support, Microsoft Exchange, Microsoft Office, Information Assurance, VMware, Troubleshooting, Security Clearance, DoD
Education
Proofpoint 2014 — 2014
Archive Accredited Engineer, Enterprise Email Archive
CompTIA 2011 — 2011
Security+ CE (SY0-301), IT Security
US Army 2010 — 2010
Information Assurance Security Officer, IT Security
Community College of the Air Force 2004 — 2005
NA, Information Technology
US Air Force 2002 — 2002
Information Management Apprentice, Information Technology
Shannon Smales's Raymond James Financial Inc. Experience May 2012 - August 2012
Job Talent Advocate at Hired, Inc.
Industry Human Resources
Experience
Hired, Inc. October 2015 - Present
Hired, Inc. October 2014 - October 2015
StumbleUpon June 2014 - October 2014
The Market House On The Square May 2013 - August 2013
Jack C. Mardoian Ltd. December 2012 - January 2013
Raymond James Financial Inc. May 2012 - August 2012
Goshgarian Orthodontics May 2011 - August 2011
Skills
Corporate Recruiting, Technical Recruiting, Critical Thinking, Social Networking, Customer Service, Social Media, Organizational..., Time Management, Microsoft Office, Public Speaking, PowerPoint, Facebook, Access, Microsoft Word, Microsoft Excel, Teamwork, Event Planning, Leadership, Research, Human Resources, Data Entry, Psychology, Statistics, Interviews
Education
Clemson University 2010 — 2014
Bachelor of Science (BS), Psychology minor in Business administration
Hired, Inc. October 2015 - Present
Hired, Inc. October 2014 - October 2015
StumbleUpon June 2014 - October 2014
The Market House On The Square May 2013 - August 2013
Jack C. Mardoian Ltd. December 2012 - January 2013
Raymond James Financial Inc. May 2012 - August 2012
Goshgarian Orthodontics May 2011 - August 2011
Skills
Corporate Recruiting, Technical Recruiting, Critical Thinking, Social Networking, Customer Service, Social Media, Organizational..., Time Management, Microsoft Office, Public Speaking, PowerPoint, Facebook, Access, Microsoft Word, Microsoft Excel, Teamwork, Event Planning, Leadership, Research, Human Resources, Data Entry, Psychology, Statistics, Interviews
Education
Clemson University 2010 — 2014
Bachelor of Science (BS), Psychology minor in Business administration
Nicholas Frazier, CPA - MSA Nicholas Frazier, CPA - MSA's Raymond James Financial Inc. Experience May 2007 - July 2008
Job Certified Public Accountant : Auditor Accounting Financial Analysis
Industry Accounting
Experience
Seeking New Opportunities June 2015 - Present
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP August 2013 - June 2015
Dominion Enterprises December 2008 - April 2009
Raymond James Financial Inc. May 2007 - July 2008
Florida Today January 2004 - May 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, Outlook, AS400 system, GAAS, GAAP, FASB, GASB, IFRS, Presentations, Financial Analysis, Financial Audits, Budget Models, General Ledger, Communication, Research, Public Speaking, Accounts Payable
Education
University of Central Florida 2012 — 2012
Master of Science (M.S.), Accounting, 3.5
University of Central Florida 2010 — 2011
Bachelor of Science (B.S.), Accounting, 3.61
College of Central Florida 2009 — 2010
Associate of Arts (A.A.), General Studies, 3.54
Seeking New Opportunities June 2015 - Present
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP August 2013 - June 2015
Dominion Enterprises December 2008 - April 2009
Raymond James Financial Inc. May 2007 - July 2008
Florida Today January 2004 - May 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, Outlook, AS400 system, GAAS, GAAP, FASB, GASB, IFRS, Presentations, Financial Analysis, Financial Audits, Budget Models, General Ledger, Communication, Research, Public Speaking, Accounts Payable
Education
University of Central Florida 2012 — 2012
Master of Science (M.S.), Accounting, 3.5
University of Central Florida 2010 — 2011
Bachelor of Science (B.S.), Accounting, 3.61
College of Central Florida 2009 — 2010
Associate of Arts (A.A.), General Studies, 3.54
David Westlund David Westlund's Raymond James Financial Inc. Experience 2003 - 2003
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. March 2010 - Present
FSC Securities December 2007 - December 2009
ING October 2003 - October 2007
Raymond James Financial Inc. 2003 - 2003
Piper Jaffray 1991 - 2003
U.S. House of Representatives 1996 - 1996
1995 Spring Tour 1995 - 1995
Skills
Series 24, Investments, Finance, FINRA, Series 7, Variable Annuities, Series 63, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Securities, Asset Allocation, Investment Advisory, Insurance
Education
Drake University 1999 — 2000
BA, Political Science
University of Iowa 1993 — 1999
Callanan JR High
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. March 2010 - Present
FSC Securities December 2007 - December 2009
ING October 2003 - October 2007
Raymond James Financial Inc. 2003 - 2003
Piper Jaffray 1991 - 2003
U.S. House of Representatives 1996 - 1996
1995 Spring Tour 1995 - 1995
Skills
Series 24, Investments, Finance, FINRA, Series 7, Variable Annuities, Series 63, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Securities, Asset Allocation, Investment Advisory, Insurance
Education
Drake University 1999 — 2000
BA, Political Science
University of Iowa 1993 — 1999
Callanan JR High
James Lyday James Lyday's Raymond James Financial Inc. Experience November 2014 - Present
Job Managing Director at Ridge Retirement Consultants, LLC
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Raymond James Financial Inc. November 2014 - Present
Wells Fargo Advisors, LLC November 2012 - November 2014
Lincoln Financial Group June 2011 - September 2011
Prudential Financial November 2005 - June 2011
Principal Financial Group May 2003 - November 2005
MetLife June 1999 - May 2003
New York Life Insurance Company June 1996 - May 1999
CIGNA Retirement June 1995 - May 1996
Principal Financial Group June 1992 - May 1995
Skills
Defined Contribution, Retirement Plan..., Defined Benefit, 401k, Wealth Management, Financial Advisory, Retirement Planning, Investment Strategies, Mutual Funds, Equities, Bonds, Alternative Investments, Deferred Compensation, Fiduciary Services, Asset Allocation, Pensions, Series 7, Investment Advisory
Education
Drake University 1989 — 1992
BS, Corporate Finance, Economics
University of Delaware 1988 — 1989
Finance, Economics, International Studies
Allianz Global Investors Center for Behavioral Finance
Certified Behavioral Financial Analyst, Behavioral Finance
Raymond James Financial Inc. November 2014 - Present
Raymond James Financial Inc. November 2014 - Present
Wells Fargo Advisors, LLC November 2012 - November 2014
Lincoln Financial Group June 2011 - September 2011
Prudential Financial November 2005 - June 2011
Principal Financial Group May 2003 - November 2005
MetLife June 1999 - May 2003
New York Life Insurance Company June 1996 - May 1999
CIGNA Retirement June 1995 - May 1996
Principal Financial Group June 1992 - May 1995
Skills
Defined Contribution, Retirement Plan..., Defined Benefit, 401k, Wealth Management, Financial Advisory, Retirement Planning, Investment Strategies, Mutual Funds, Equities, Bonds, Alternative Investments, Deferred Compensation, Fiduciary Services, Asset Allocation, Pensions, Series 7, Investment Advisory
Education
Drake University 1989 — 1992
BS, Corporate Finance, Economics
University of Delaware 1988 — 1989
Finance, Economics, International Studies
Allianz Global Investors Center for Behavioral Finance
Certified Behavioral Financial Analyst, Behavioral Finance
Shannon Reid Shannon Reid's Raymond James Financial Inc. Experience May 2014 - Present
Job Vice President, Private Client Group Education and Practice Management at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
RAYMOND JAMES FINANCIAL June 2007 - Present
GOLDMAN, SACHS & CO January 2001 - May 2007
Goldman Sachs January 2001 - March 2004
Great American Days January 2001 - January 2004
INTERNATIONAL PAPER COMPANY January 1998 - January 1999
International Paper March 1995 - December 1998
Industrial Papers Group January 1997 - January 1998
LABOUR PARTY - MEDIA, ELECTIONS, AND CAMPAIGN STRATEGY January 1995 - January 1996
Direct Impact January 1994 - January 1995
Skills
Strategic Financial..., Practice Management, Business Process..., Business Strategy, Strategic Planning, Marketing, Finance, Financial Modeling, Retirement Planning, Private Equity, Financial Analysis, Wealth Management, Asset Management, Valuation, Asset Managment, Risk Management, Strategy, Retirement Savings, Personal Financial..., Leadership, Series 7, Venture Capital, Sales, Sales Operations, Fixed Income, Executive Management, Investments, Contract Negotiation, Bonds, Marketing Strategy, Asset Allocation, Strategic Communications, Program Management, Financial Advisory, Retirement, Bloomberg, Series 63, Corporate Finance, Mutual Funds, Equities, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Recruiting, Project Planning, Analysis, Independent Financial...
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Duke University 1989 — 1993
BA, Economics, Political Science
Cathedral School of St. Mary's
Cathedral Scool of St. Mary's
Raymond James Financial Inc. May 2014 - Present
RAYMOND JAMES FINANCIAL June 2007 - Present
GOLDMAN, SACHS & CO January 2001 - May 2007
Goldman Sachs January 2001 - March 2004
Great American Days January 2001 - January 2004
INTERNATIONAL PAPER COMPANY January 1998 - January 1999
International Paper March 1995 - December 1998
Industrial Papers Group January 1997 - January 1998
LABOUR PARTY - MEDIA, ELECTIONS, AND CAMPAIGN STRATEGY January 1995 - January 1996
Direct Impact January 1994 - January 1995
Skills
Strategic Financial..., Practice Management, Business Process..., Business Strategy, Strategic Planning, Marketing, Finance, Financial Modeling, Retirement Planning, Private Equity, Financial Analysis, Wealth Management, Asset Management, Valuation, Asset Managment, Risk Management, Strategy, Retirement Savings, Personal Financial..., Leadership, Series 7, Venture Capital, Sales, Sales Operations, Fixed Income, Executive Management, Investments, Contract Negotiation, Bonds, Marketing Strategy, Asset Allocation, Strategic Communications, Program Management, Financial Advisory, Retirement, Bloomberg, Series 63, Corporate Finance, Mutual Funds, Equities, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Recruiting, Project Planning, Analysis, Independent Financial...
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Duke University 1989 — 1993
BA, Economics, Political Science
Cathedral School of St. Mary's
Cathedral Scool of St. Mary's
Kevin Bilotta Kevin Bilotta's Raymond James Financial Inc. Experience September 1999 - July 2005
Job Financial Services Professional
Industry Financial Services
Experience
Clean Image Labs October 2014 - Present
Holiday Retirement October 2012 - Present
Prudential Financial 2006 - 2011
Raymond James Financial Inc. September 1999 - July 2005
Skills
Series 7, Retirement, Investments, Series 63, Wealth Management, Fixed Annuities, Strategic Financial..., Securities, Portfolio Management, Equities, Financial Services, Fixed Income, Insurance, Life Insurance, Financial Analysis, Asset Allocation, Asset Management, 401k, Bonds, Capital Markets, FINRA, Mutual Funds, Derivatives, Investment Advisory
Education
University of Central Florida 1996 — 1999
Bachelor of Business Administration (B.B.A.)
Daytona State College 1995 — 1997
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Clean Image Labs October 2014 - Present
Holiday Retirement October 2012 - Present
Prudential Financial 2006 - 2011
Raymond James Financial Inc. September 1999 - July 2005
Skills
Series 7, Retirement, Investments, Series 63, Wealth Management, Fixed Annuities, Strategic Financial..., Securities, Portfolio Management, Equities, Financial Services, Fixed Income, Insurance, Life Insurance, Financial Analysis, Asset Allocation, Asset Management, 401k, Bonds, Capital Markets, FINRA, Mutual Funds, Derivatives, Investment Advisory
Education
University of Central Florida 1996 — 1999
Bachelor of Business Administration (B.B.A.)
Daytona State College 1995 — 1997
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Gib Hordes Gib Hordes's Raymond James Financial Inc. Experience June 2000 - July 2002
Job Director Strategy and M&A at Novelis
Industry Mining & Metals
Experience
Affinion Group ($2.5B Apollo Global portfolio company) June 2013 - January 2015
GE Capital - Americas June 2011 - June 2013
GE Capital - Energy Financial Services January 2008 - June 2011
Booz Allen Hamilton (Corporate Strategy Practice, now PWC Strategy&) September 2005 - January 2008
RedStorm Scientific (venture capital funded biotech start-up) September 2002 - August 2003
Raymond James Financial Inc. June 2000 - July 2002
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Private Equity, Business Strategy, Marketing Strategy, Strategic Planning, Management Consulting, Business Planning, Energy Industry, Investments, Portfolio Management, Marketing Management, Venture Capital, Financial Services, Executive Management, Integrated Marketing, Analytics, Payment Cards, General Insurance
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Marketing, Finance
Georgetown University 1996 — 2000
B.S., Foreign Service
Affinion Group ($2.5B Apollo Global portfolio company) June 2013 - January 2015
GE Capital - Americas June 2011 - June 2013
GE Capital - Energy Financial Services January 2008 - June 2011
Booz Allen Hamilton (Corporate Strategy Practice, now PWC Strategy&) September 2005 - January 2008
RedStorm Scientific (venture capital funded biotech start-up) September 2002 - August 2003
Raymond James Financial Inc. June 2000 - July 2002
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Private Equity, Business Strategy, Marketing Strategy, Strategic Planning, Management Consulting, Business Planning, Energy Industry, Investments, Portfolio Management, Marketing Management, Venture Capital, Financial Services, Executive Management, Integrated Marketing, Analytics, Payment Cards, General Insurance
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Marketing, Finance
Georgetown University 1996 — 2000
B.S., Foreign Service
Nyree Perez Nyree Perez's Raymond James Financial Inc. Experience January 2008 - July 2010
Job Claim Anaylst Claim Adjuster at Cornerstone Operations Group
Industry Insurance
Experience
Cornerstone Operations Group December 2011 - Present
Raymond James Financial Inc. January 2008 - July 2010
Skills
Claims Handling, Claims Resolution, Property Claims, Analytics, Claims Investigations, Microsoft Office, Microsoft Excel, Microsoft Word, Languages, PowerPoint, Oral & Written..., corporate accounting, Payroll Preparation, Customer Satisfaction, Customer Service, Conflict Resolution, Dispute Resolution, Licensed in Property &..., Team Building, Payroll, Insurance, Claim, Claims Management, Public Speaking, Corporate Finance, Conflict Management, Training, Management, Event Planning, Strategic Planning, Coaching, Nonprofits
Education
Consolidated School of Business-Lancaster 2009 — 2011
Business Administration and Management, General
Harrisburg Area Community College 2005 — 2007
Computer Science
Cornerstone Operations Group December 2011 - Present
Raymond James Financial Inc. January 2008 - July 2010
Skills
Claims Handling, Claims Resolution, Property Claims, Analytics, Claims Investigations, Microsoft Office, Microsoft Excel, Microsoft Word, Languages, PowerPoint, Oral & Written..., corporate accounting, Payroll Preparation, Customer Satisfaction, Customer Service, Conflict Resolution, Dispute Resolution, Licensed in Property &..., Team Building, Payroll, Insurance, Claim, Claims Management, Public Speaking, Corporate Finance, Conflict Management, Training, Management, Event Planning, Strategic Planning, Coaching, Nonprofits
Education
Consolidated School of Business-Lancaster 2009 — 2011
Business Administration and Management, General
Harrisburg Area Community College 2005 — 2007
Computer Science
Dustin Marr Dustin Marr's Raymond James Financial Inc. Experience 2003 - 2006
Job Photographer and Web Designer at LiveSimply.me
Industry Broadcast Media
Experience
Calvary Chapel October 2007 - Present
LiveSimply.me May 2013 - Present
SOLACE INSURANCE 2010 - March 2015
Raymond James Financial Inc. 2003 - 2006
Hi-Tech Enterprises Inc August 1999 - August 2003
Skills
Video Production, Final Cut Pro, Editing, Video Editing, Social Media, Video, Blogging, Photoshop, Social Media Marketing, Copywriting, Videography, Digital Media, Broadcast, Media Relations, Social Networking, Adobe Creative Suite, Mac, Photography, Email Marketing, CSS, Dreamweaver
Education
Clearwater Christian College 2003 — 2005
Bachelor's degree, Accounting
Clearwater Christian College
Bachelor's degree, Business Administration and Management, General
Calvary Chapel October 2007 - Present
LiveSimply.me May 2013 - Present
SOLACE INSURANCE 2010 - March 2015
Raymond James Financial Inc. 2003 - 2006
Hi-Tech Enterprises Inc August 1999 - August 2003
Skills
Video Production, Final Cut Pro, Editing, Video Editing, Social Media, Video, Blogging, Photoshop, Social Media Marketing, Copywriting, Videography, Digital Media, Broadcast, Media Relations, Social Networking, Adobe Creative Suite, Mac, Photography, Email Marketing, CSS, Dreamweaver
Education
Clearwater Christian College 2003 — 2005
Bachelor's degree, Accounting
Clearwater Christian College
Bachelor's degree, Business Administration and Management, General
Sean Marrin Sean Marrin's Raymond James Financial Inc. Experience May 2013 - Present
Job Regional Director, Investment Advisor Division at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2013 - Present
LPL Financial October 2011 - May 2013
Schwab Institutional January 2004 - September 2011
Schwab Institutional December 1998 - January 2004
Charles Schwab & Co., October 1993 - December 1998
OppenheimerFunds October 1992 - October 1993
Skills
Series 7, Series 63, Series 8, Series 65, Miller Heiman
Education
University of Colorado Denver 1996 — 1998
Master of Science, Finance
Colorado State University 1987 — 1991
Bachelor of Science, Business Administration
Raymond James Financial Inc. May 2013 - Present
LPL Financial October 2011 - May 2013
Schwab Institutional January 2004 - September 2011
Schwab Institutional December 1998 - January 2004
Charles Schwab & Co., October 1993 - December 1998
OppenheimerFunds October 1992 - October 1993
Skills
Series 7, Series 63, Series 8, Series 65, Miller Heiman
Education
University of Colorado Denver 1996 — 1998
Master of Science, Finance
Colorado State University 1987 — 1991
Bachelor of Science, Business Administration
Wendy Homstad, WMS Wendy Homstad, WMS's Raymond James Financial Inc. Experience May 2011 - Present
Job Vice President, Investments Branch Manager at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2011 - Present
RBC Wealth Management July 1998 - May 2011
Skills
Finance
Education
Concordia University-St. Paul
Bachelor of Arts (BA), Organizational Management & Communication
The College of St. Scholastica
Bachelor of Arts (BA), Accounting
Raymond James Financial Inc. May 2011 - Present
RBC Wealth Management July 1998 - May 2011
Skills
Finance
Education
Concordia University-St. Paul
Bachelor of Arts (BA), Organizational Management & Communication
The College of St. Scholastica
Bachelor of Arts (BA), Accounting
Andrea Warren Andrea Warren's Raymond James Financial Inc. Experience May 2002 - August 2002
Job Investor Relations at Gresham Partners
Industry Financial Services
Experience
Gresham Partners 2015 - Present
Gresham Partners, LLC November 2010 - Present
Accenture July 2007 - February 2010
Raymond James Financial Inc. May 2002 - August 2002
Skills
Financial Modeling, Hyperion Planning, Business Strategy, Finance, CO-PA, Budgets, Market Analysis, M&A experience, Program Management, Strategic Planning, Activity Based Costing, Company Valuation, Yoga Instructor - Core...
Education
DePaul University 2012 — 2014
Financial Planning Certification
Indiana University Bloomington 2003 — 2007
Business, Finance
Gresham Partners 2015 - Present
Gresham Partners, LLC November 2010 - Present
Accenture July 2007 - February 2010
Raymond James Financial Inc. May 2002 - August 2002
Skills
Financial Modeling, Hyperion Planning, Business Strategy, Finance, CO-PA, Budgets, Market Analysis, M&A experience, Program Management, Strategic Planning, Activity Based Costing, Company Valuation, Yoga Instructor - Core...
Education
DePaul University 2012 — 2014
Financial Planning Certification
Indiana University Bloomington 2003 — 2007
Business, Finance
Katie Sobczyk Player's Raymond James Financial Inc. Experience July 2006 - July 2007
Job Assistant Professor of Business and Accounting at Furman University
Industry Higher Education
Experience
Furman University August 2012 - Present
Consultant and Expert Witness June 2011 - December 2013
Clemson University August 2008 - May 2012
Wofford College February 2011 - May 2011
Raymond James Financial Inc. July 2006 - July 2007
Skills
Economics, Statistics, Stata, Qualitative Research, Finance, Econometrics, University Teaching, Academic Advising, Curriculum Design, Scientific Writing, Research, Methodology, Expert Reports, Expert Witness, Consulting, Bloomberg, NBER's TAXSIM, Compustat, NBER Remote Datasets, Alternative Medicine, Holistic Health, Nutritional Counseling, Herbal Remedies, Natural Foods, Public Speaking, Microsoft Excel, Event Planning, Social Media, PowerPoint, Analysis, Microsoft Office, Data Analysis
Education
Clemson University 2007 — 2012
Doctor of Philosophy (Ph.D.), Economics - fields in Finance, Public Finance and Econometrics
Wofford College 2002 — 2006
Bachelor of Arts (B.A.), Economics and Finance, 3.92(overall) 3.97(majors) Summa cum Laude
Furman University August 2012 - Present
Consultant and Expert Witness June 2011 - December 2013
Clemson University August 2008 - May 2012
Wofford College February 2011 - May 2011
Raymond James Financial Inc. July 2006 - July 2007
Skills
Economics, Statistics, Stata, Qualitative Research, Finance, Econometrics, University Teaching, Academic Advising, Curriculum Design, Scientific Writing, Research, Methodology, Expert Reports, Expert Witness, Consulting, Bloomberg, NBER's TAXSIM, Compustat, NBER Remote Datasets, Alternative Medicine, Holistic Health, Nutritional Counseling, Herbal Remedies, Natural Foods, Public Speaking, Microsoft Excel, Event Planning, Social Media, PowerPoint, Analysis, Microsoft Office, Data Analysis
Education
Clemson University 2007 — 2012
Doctor of Philosophy (Ph.D.), Economics - fields in Finance, Public Finance and Econometrics
Wofford College 2002 — 2006
Bachelor of Arts (B.A.), Economics and Finance, 3.92(overall) 3.97(majors) Summa cum Laude
Cindy Boyle Cindy Boyle's Raymond James Financial Inc. Experience January 1986 - February 2013
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - Present
Raymond James Financial Inc. January 1986 - February 2013
Smith Barney, Harris Upham & Co., Inc. January 1979 - January 1986
Skills
Wealth Preservation..., Financial Advisory, Concentrated Stock..., Profit Sharing Plans
Education
Clemson University
Master of Business Administration (MBA)
Furman University
Bachelor of Arts (BA)
Wells Fargo Advisors February 2013 - Present
Raymond James Financial Inc. January 1986 - February 2013
Smith Barney, Harris Upham & Co., Inc. January 1979 - January 1986
Skills
Wealth Preservation..., Financial Advisory, Concentrated Stock..., Profit Sharing Plans
Education
Clemson University
Master of Business Administration (MBA)
Furman University
Bachelor of Arts (BA)
Caila Schreiber Caila Schreiber's Raymond James Financial Inc. Experience January 2012 - May 2012
Job Paraplanner at Advanced Wealth Management Group
Industry Financial Services
Experience
Advanced Wealth Management Group June 2013 - Present
Calico Juno Designs September 2012 - May 2013
Raymond James Financial Inc. January 2012 - May 2012
Ameriprise Financial Services, Inc. August 2011 - May 2012
McGrath North Mullin & Kratz January 2010 - December 2011
Omaha Storm Chasers April 2010 - September 2010
American Medical Systems July 2008 - August 2008
Skills
Microsoft Excel, Customer Service, PowerPoint, Access, Research, Microsoft Word, Microsoft Office, Investments, Financial Analysis, Facebook, Outlook
Education
Creighton University 2008 — 2012
B.S.B.A, Economics, Finance
Advanced Wealth Management Group June 2013 - Present
Calico Juno Designs September 2012 - May 2013
Raymond James Financial Inc. January 2012 - May 2012
Ameriprise Financial Services, Inc. August 2011 - May 2012
McGrath North Mullin & Kratz January 2010 - December 2011
Omaha Storm Chasers April 2010 - September 2010
American Medical Systems July 2008 - August 2008
Skills
Microsoft Excel, Customer Service, PowerPoint, Access, Research, Microsoft Word, Microsoft Office, Investments, Financial Analysis, Facebook, Outlook
Education
Creighton University 2008 — 2012
B.S.B.A, Economics, Finance
Debi Johnson Debi Johnson's Raymond James Financial Inc. Experience February 2008 - June 2011
Job Realtor at Keller Willaims Tampa Central
Industry Real Estate
Experience
Keller Williams Realty, Inc. March 2015 - Present
Thomella, LLC December 2011 - Present
Weichert, Realtors August 2013 - March 2015
Aflac 2011 - 2012
Raymond James Financial Inc. February 2008 - June 2011
Robert W. Baird & Co. February 1997 - March 2008
Skills
Real Estate, Real Estate Transactions, Residential Investment..., Public Speaking, Customer Service, Small Business, Financial Planning, Finance, Investments, National Association of..., Investors
Education
Columbus State University 1981 — 1984
Bachelor of Arts, Education
Hardaway High School, Columbus, GA 1974 — 1977
Keller Williams Realty, Inc. March 2015 - Present
Thomella, LLC December 2011 - Present
Weichert, Realtors August 2013 - March 2015
Aflac 2011 - 2012
Raymond James Financial Inc. February 2008 - June 2011
Robert W. Baird & Co. February 1997 - March 2008
Skills
Real Estate, Real Estate Transactions, Residential Investment..., Public Speaking, Customer Service, Small Business, Financial Planning, Finance, Investments, National Association of..., Investors
Education
Columbus State University 1981 — 1984
Bachelor of Arts, Education
Hardaway High School, Columbus, GA 1974 — 1977
Graham D'Alessandro, MSBA's Raymond James Financial Inc. Experience January 2012 - Present
Job System Administration
Industry Information Technology and Services
Experience
Raymond James Financial Inc. January 2012 - Present
Colorado State University January 2011 - December 2012
Kennedy Insurance Agency October 2009 - September 2010
State Farm October 2007 - October 2009
PetCo December 2004 - August 2007
Target March 1999 - August 2004
Skills
Microsoft Office, SQL, Customer Service, Visual Basic, Customer Satisfaction, Network Administration, IP Networking, Data Entry, Linux, Linux Tools, Shell Scripting, Microsoft Word, Powershell, MSMQ, IIS, SDLC, Troubleshooting, Visio, Software Documentation, Active Directory, Disaster Recovery, System Administration, Servers, Technical Support, Java, Databases, Windows Server, Windows 7, VMware, Microsoft SQL Server, VB.NET, Operating Systems, Systems Analysis, HTML, VPN, TCP/IP, Software Installation, Process Improvement, Unix, Security, Access, Analysis, SharePoint
Education
Colorado State University 2011 — 2012
Masters of Science, Business Administration
Florida State University 2003 — 2007
Bachelor of Science, International Affairs
Raymond James Financial Inc. January 2012 - Present
Colorado State University January 2011 - December 2012
Kennedy Insurance Agency October 2009 - September 2010
State Farm October 2007 - October 2009
PetCo December 2004 - August 2007
Target March 1999 - August 2004
Skills
Microsoft Office, SQL, Customer Service, Visual Basic, Customer Satisfaction, Network Administration, IP Networking, Data Entry, Linux, Linux Tools, Shell Scripting, Microsoft Word, Powershell, MSMQ, IIS, SDLC, Troubleshooting, Visio, Software Documentation, Active Directory, Disaster Recovery, System Administration, Servers, Technical Support, Java, Databases, Windows Server, Windows 7, VMware, Microsoft SQL Server, VB.NET, Operating Systems, Systems Analysis, HTML, VPN, TCP/IP, Software Installation, Process Improvement, Unix, Security, Access, Analysis, SharePoint
Education
Colorado State University 2011 — 2012
Masters of Science, Business Administration
Florida State University 2003 — 2007
Bachelor of Science, International Affairs
Grover Maxwell Grover Maxwell's Raymond James Financial Inc. Experience May 2012 - July 2012
Job Research Associate at Primary Insight, LLC
Industry Financial Services
Experience
Primary Insight, LLC September 2014 - Present
Carolina Capital Management September 2013 - May 2014
Fullbridge June 2013 - July 2013
Raymond James Financial Inc. May 2012 - July 2012
Skills
Investments, Microsoft Excel, Strategic Planning, Social Media, PowerPoint, Strategy, Expert Networks, Team Building, Business Development, Social Networking, Management, Salesforce
Education
College of Charleston 2011 — 2013
Bachelor's degree, Economics
Primary Insight, LLC September 2014 - Present
Carolina Capital Management September 2013 - May 2014
Fullbridge June 2013 - July 2013
Raymond James Financial Inc. May 2012 - July 2012
Skills
Investments, Microsoft Excel, Strategic Planning, Social Media, PowerPoint, Strategy, Expert Networks, Team Building, Business Development, Social Networking, Management, Salesforce
Education
College of Charleston 2011 — 2013
Bachelor's degree, Economics
Anthony LaMantia's Raymond James Financial Inc. Experience November 2012 - October 2013
Job Area Sales Manager at Fiat Chrysler Automobiles
Industry Automotive
Experience
FCA Fiat Chrysler Automobiles October 2013 - Present
Raymond James Financial Inc. November 2012 - October 2013
JPMorgan Chase December 2010 - November 2012
St. Charles Pontiac Buick GMC February 2006 - December 2010
Skills
Financial Analysis, Credit Analysis, Private Wealth..., Series 6, Series 63, Operational Due..., Trust Services, Mortgage Lending, Credit, Leadership, Financial Markets, Bloomberg, Loans, Derivatives, Wealth Management..., Management, Wealth Management, Investments, Retail Banking, Insurance, Financial Modeling, Finance, Banking, Financial Services, Mutual Funds, Forecasting, Due Diligence
Education
DePaul University 2003 — 2007
BA, Portfolio Management, 3.4
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA), Finance and Financial Management Services
FCA Fiat Chrysler Automobiles October 2013 - Present
Raymond James Financial Inc. November 2012 - October 2013
JPMorgan Chase December 2010 - November 2012
St. Charles Pontiac Buick GMC February 2006 - December 2010
Skills
Financial Analysis, Credit Analysis, Private Wealth..., Series 6, Series 63, Operational Due..., Trust Services, Mortgage Lending, Credit, Leadership, Financial Markets, Bloomberg, Loans, Derivatives, Wealth Management..., Management, Wealth Management, Investments, Retail Banking, Insurance, Financial Modeling, Finance, Banking, Financial Services, Mutual Funds, Forecasting, Due Diligence
Education
DePaul University 2003 — 2007
BA, Portfolio Management, 3.4
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Mona Hawkins Harding's Raymond James Financial Inc. Experience October 2012 - October 2013
Job Graphic Designer at Senior Management Advisors
Industry Graphic Design
Experience
Senior Management Advisors December 2013 - Present
Raymond James Financial Inc. October 2012 - October 2013
HCA/Xerox Print Management Center April 2012 - October 2012
Odato Marketing Group September 2011 - May 2012
Sarasota Magazine July 2011 - January 2012
Odato Marketing Group February 2010 - July 2011
Beall's Department Stores, Inc. September 2009 - December 2009
Sarasota Magazine September 2005 - January 2009
Medialynx March 2004 - September 2005
University of Georgia Center for Continuing Education February 1999 - October 2000
Skills
Illustration, Graphic Design, Logo Design, Illustrator, Adobe Creative Suite, Collateral, Brochures, Drawing, Catalogs, Graphics, Typography, Adobe Acrobat, Vector Illustration, InDesign, QuarkXPress, Photoshop, Advertising, Digital Illustration, Layout, Posters, Art Direction, Corporate Identity, Pre-press, Business Cards, Branding & Identity, Mac
Education
Columbia Union College 1993 — 1997
BS, Communication/Graphic Arts
St. Petersburg College
Digital Arts Certificate Program, Digital Media Multimedia Foundations
Senior Management Advisors December 2013 - Present
Raymond James Financial Inc. October 2012 - October 2013
HCA/Xerox Print Management Center April 2012 - October 2012
Odato Marketing Group September 2011 - May 2012
Sarasota Magazine July 2011 - January 2012
Odato Marketing Group February 2010 - July 2011
Beall's Department Stores, Inc. September 2009 - December 2009
Sarasota Magazine September 2005 - January 2009
Medialynx March 2004 - September 2005
University of Georgia Center for Continuing Education February 1999 - October 2000
Skills
Illustration, Graphic Design, Logo Design, Illustrator, Adobe Creative Suite, Collateral, Brochures, Drawing, Catalogs, Graphics, Typography, Adobe Acrobat, Vector Illustration, InDesign, QuarkXPress, Photoshop, Advertising, Digital Illustration, Layout, Posters, Art Direction, Corporate Identity, Pre-press, Business Cards, Branding & Identity, Mac
Education
Columbia Union College 1993 — 1997
BS, Communication/Graphic Arts
St. Petersburg College
Digital Arts Certificate Program, Digital Media Multimedia Foundations
Stephen Chappell,MSFS,CFS Stephen Chappell,MSFS,CFS's Raymond James Financial Inc. Experience January 1995 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 1995 - Present
American Express January 1990 - January 1995
Skills
Retirement Planning, Retirement Income..., IRA Rollovers, Roth IRA, Rollovers, 401 K Rollovers, Investments, Asset Allocation, IRA's, Retirement, Estate Planning, College Savings Plans, Financial Advisory, Financial Planning, 529 Plans, Separately Managed..., Managed Accounts, Tax Reduction Strategies, Socially Responsible..., Simple IRA, 401k, Mutual Funds, Investment Strategies, Long Term Care, Investment Advisory, Asset Management, Wealth Transfer, 401k Rollovers, Uniform Combined State..., Wealth Accumulation, Strategic Financial..., Finance, Financial Services, Series 63, Fixed Annuities, Saving for Education, Wealth Management, Financial Planners
Education
The American College 1995 — 2014
Retirement Income Specialist
College for Financial Planning 2000 — 2002
MSFS, Financial Planning, Investments
East Carolina University 1982 — 1986
B.S, Commercial Recreation Management
Raymond James Financial Inc. January 1995 - Present
American Express January 1990 - January 1995
Skills
Retirement Planning, Retirement Income..., IRA Rollovers, Roth IRA, Rollovers, 401 K Rollovers, Investments, Asset Allocation, IRA's, Retirement, Estate Planning, College Savings Plans, Financial Advisory, Financial Planning, 529 Plans, Separately Managed..., Managed Accounts, Tax Reduction Strategies, Socially Responsible..., Simple IRA, 401k, Mutual Funds, Investment Strategies, Long Term Care, Investment Advisory, Asset Management, Wealth Transfer, 401k Rollovers, Uniform Combined State..., Wealth Accumulation, Strategic Financial..., Finance, Financial Services, Series 63, Fixed Annuities, Saving for Education, Wealth Management, Financial Planners
Education
The American College 1995 — 2014
Retirement Income Specialist
College for Financial Planning 2000 — 2002
MSFS, Financial Planning, Investments
East Carolina University 1982 — 1986
B.S, Commercial Recreation Management
Thomas Murlo Thomas Murlo's Raymond James Financial Inc. Experience August 2010 - February 2011
Job Help Desk Specialist at Stanford Health Care
Industry Information Technology and Services
Experience
Stanford Health Care August 2015 - Present
Robert Half October 2014 - June 2015
Constellation Brands July 2014 - September 2014
Aspect Enterprise Solutions June 2012 - March 2013
Raymond James Financial Inc. August 2010 - February 2011
Capital One January 2010 - June 2010
Contractor- Computer Support June 2007 - December 2007
CSC November 2005 - June 2007
Skills
Active Directory, Windows XP, Technical Support, Troubleshooting, Microsoft Exchange, Windows 7, VPN, Operating Systems, Hardware, System Administration, Cisco Technologies, Networking, Software Installation, Security, Citrix, Routers, Laptops, Windows, Printers, Windows Vista, Remote Desktop, Lotus Notes, DHCP, TCP/IP, Workstations, Access, Servers, VMware ESX, VMware, Software Documentation, Antivirus, Help Desk Support
Education
Golden Gate University 1996 — 2000
MBA, Computer Information Systems
Pace University 1993 — 1996
Bachelor, Computer Science
DeVry University 1991 — 1993
AAS, Electronics
Stanford Health Care August 2015 - Present
Robert Half October 2014 - June 2015
Constellation Brands July 2014 - September 2014
Aspect Enterprise Solutions June 2012 - March 2013
Raymond James Financial Inc. August 2010 - February 2011
Capital One January 2010 - June 2010
Contractor- Computer Support June 2007 - December 2007
CSC November 2005 - June 2007
Skills
Active Directory, Windows XP, Technical Support, Troubleshooting, Microsoft Exchange, Windows 7, VPN, Operating Systems, Hardware, System Administration, Cisco Technologies, Networking, Software Installation, Security, Citrix, Routers, Laptops, Windows, Printers, Windows Vista, Remote Desktop, Lotus Notes, DHCP, TCP/IP, Workstations, Access, Servers, VMware ESX, VMware, Software Documentation, Antivirus, Help Desk Support
Education
Golden Gate University 1996 — 2000
MBA, Computer Information Systems
Pace University 1993 — 1996
Bachelor, Computer Science
DeVry University 1991 — 1993
AAS, Electronics
Greg Olsen Greg Olsen's Raymond James Financial Inc. Experience June 2013 - January 2014
Job Senior Consultant
Industry Computer Software
Experience
Raymond James Financial Inc. June 2013 - January 2014
Aurora Health Care October 2011 - March 2013
University of Wisconsin April 2010 - February 2011
Bellevue University July 2009 - November 2009
E.C. Ortiz & Co., LLP October 2008 - February 2009
Boeing March 2008 - October 2008
Kforce Professional Staffing 2003 - 2007
Southwestern Illinois College November 2001 - November 2002
Watkins Motor Lines July 1999 - August 2001
University of South Florida March 1998 - June 1999
Skills
Business Process, PeopleSoft, ERP, Software Documentation, Testing, Requirements Analysis, CRM, Integration, Data Migration, Oracle, Performance Tuning, PeopleTools, PeopleCode, Microsoft SQL Server
Education
DePaul University 1992 — 1993
MS, Computer Science
Eastern Illinois University 1983 — 1986
BS, Computer Science/Accounting
Raymond James Financial Inc. June 2013 - January 2014
Aurora Health Care October 2011 - March 2013
University of Wisconsin April 2010 - February 2011
Bellevue University July 2009 - November 2009
E.C. Ortiz & Co., LLP October 2008 - February 2009
Boeing March 2008 - October 2008
Kforce Professional Staffing 2003 - 2007
Southwestern Illinois College November 2001 - November 2002
Watkins Motor Lines July 1999 - August 2001
University of South Florida March 1998 - June 1999
Skills
Business Process, PeopleSoft, ERP, Software Documentation, Testing, Requirements Analysis, CRM, Integration, Data Migration, Oracle, Performance Tuning, PeopleTools, PeopleCode, Microsoft SQL Server
Education
DePaul University 1992 — 1993
MS, Computer Science
Eastern Illinois University 1983 — 1986
BS, Computer Science/Accounting
Joshua Waymire, CFP®, CIMA® Joshua Waymire, CFP®, CIMA®'s Raymond James Financial Inc. Experience January 2007 - Present
Job VIce President, Investments at Kirkpatrick Wealth Management of Raymond James
Industry Investment Management
Experience
Kirkpatrick Wealth Management of Raymond James January 2015 - Present
Colorado Wealth Management of Raymond James November 2008 - Present
Raymond James Financial Inc. January 2007 - Present
Colorado Wealth Management of Raymond James January 2011 - Present
Colorado Springs Leadership Institute January 2013 - Present
Peak Vista Community Health Centers January 2012 - Present
Colorado Springs Estate Planning Council September 2007 - Present
COPPeR January 2012 - December 2014
CASA of the Pikes Peak Region January 2006 - December 2011
Smith Barney February 2000 - November 2008
Skills
Strategic Financial..., Wealth Management, Trusts and Estate..., Asset Allocation, Mutual Funds, Investments, Retirement Planning, Estate Planning, Asset Management, Finance, Financial Advisory, Securities, Retirement, Investment Management, Portfolio Management, 401k
Education
Institute for Divorce Financial Analysts™ 2008 — 2010
Certified Divorce Financial Analyst ®, Divorce Financial Analysis
College for Financial Planning 2002 — 2007
Certified Financial Planner™ Practioner
University of Pennsylvania - The Wharton School 2005 — 2005
Certified Investment Management Analyst
University of Pennsylvania - The Wharton School 1999 — 1999
Critical Elements of Consulting
Colorado State University 1991 — 1995
BS, Finance
Kirkpatrick Wealth Management of Raymond James January 2015 - Present
Colorado Wealth Management of Raymond James November 2008 - Present
Raymond James Financial Inc. January 2007 - Present
Colorado Wealth Management of Raymond James January 2011 - Present
Colorado Springs Leadership Institute January 2013 - Present
Peak Vista Community Health Centers January 2012 - Present
Colorado Springs Estate Planning Council September 2007 - Present
COPPeR January 2012 - December 2014
CASA of the Pikes Peak Region January 2006 - December 2011
Smith Barney February 2000 - November 2008
Skills
Strategic Financial..., Wealth Management, Trusts and Estate..., Asset Allocation, Mutual Funds, Investments, Retirement Planning, Estate Planning, Asset Management, Finance, Financial Advisory, Securities, Retirement, Investment Management, Portfolio Management, 401k
Education
Institute for Divorce Financial Analysts™ 2008 — 2010
Certified Divorce Financial Analyst ®, Divorce Financial Analysis
College for Financial Planning 2002 — 2007
Certified Financial Planner™ Practioner
University of Pennsylvania - The Wharton School 2005 — 2005
Certified Investment Management Analyst
University of Pennsylvania - The Wharton School 1999 — 1999
Critical Elements of Consulting
Colorado State University 1991 — 1995
BS, Finance
Keith Stoloff Keith Stoloff's Raymond James Financial Inc. Experience January 2003 - December 2005
Job Managing Director at Stoloff Investment Advisory Services, LLC Providing Family Office Services
Industry Financial Services
Experience
Stoloff Investment Advisory Services, LLC January 2006 - Present
Raymond James Financial Inc. January 2003 - December 2005
J.B. Hanauer & Co. July 1993 - January 2003
Education
Family Offices Group / The Global Training and Certification Institute 2014 — 2014
QFOP - Qualified Family Office Professional Certification Program, Family Offices
Investment Management Consultants Association (IMCA)
College for Financial Planning
University of South Florida 1982 — 1987
Bachelor of Science, Finance
University of Florida 1984 — 1985
Stoloff Investment Advisory Services, LLC January 2006 - Present
Raymond James Financial Inc. January 2003 - December 2005
J.B. Hanauer & Co. July 1993 - January 2003
Education
Family Offices Group / The Global Training and Certification Institute 2014 — 2014
QFOP - Qualified Family Office Professional Certification Program, Family Offices
Investment Management Consultants Association (IMCA)
College for Financial Planning
University of South Florida 1982 — 1987
Bachelor of Science, Finance
University of Florida 1984 — 1985
Patrick Rimmer Patrick Rimmer's Raymond James Financial Inc. Experience August 2012 - March 2013
Job SP Internal Auditor II at Washington Gas
Industry Accounting
Experience
Washington Gas March 2015 - Present
Creative Sign Designs August 2013 - March 2015
Robert Half International April 2013 - August 2013
Raymond James Financial Inc. August 2012 - March 2013
T.D. Williamson March 2008 - March 2010
US Navy August 2003 - August 2007
Skills
Communication, Pay Close Attention to..., Quarterly Reporting, General Ledger, Teamwork, Leadership, Analysis, Contract Negotiation, Troubleshooting, Microsoft Office, Accounting, Management, Access, Outlook, Customer Service, Microsoft Word, QuickBooks, Training, PowerPoint, Auditing, Financial Reporting, Time Management, Retail, Process Improvement, Finance, Microsoft Excel, Insurance, Human Resources, Financial Analysis, Budgets, Payroll, Risk Management, Spreadsheets, Accounts Receivable, Data Entry, Accounts Payable, PeopleSoft, Recruiting, GAAP, Account Reconciliation, Administration, Financial Statements, Financial Accounting, Team Building, Internal Controls, Team Leadership
Education
DeVry University 2010 — 2012
Bachelor of Science, Business Administration; Accounting
DeVry University 2009 — 2012
Bachelors of Science, Business Administration; Accounting
Batavia High School 1999 — 2003
Washington Gas March 2015 - Present
Creative Sign Designs August 2013 - March 2015
Robert Half International April 2013 - August 2013
Raymond James Financial Inc. August 2012 - March 2013
T.D. Williamson March 2008 - March 2010
US Navy August 2003 - August 2007
Skills
Communication, Pay Close Attention to..., Quarterly Reporting, General Ledger, Teamwork, Leadership, Analysis, Contract Negotiation, Troubleshooting, Microsoft Office, Accounting, Management, Access, Outlook, Customer Service, Microsoft Word, QuickBooks, Training, PowerPoint, Auditing, Financial Reporting, Time Management, Retail, Process Improvement, Finance, Microsoft Excel, Insurance, Human Resources, Financial Analysis, Budgets, Payroll, Risk Management, Spreadsheets, Accounts Receivable, Data Entry, Accounts Payable, PeopleSoft, Recruiting, GAAP, Account Reconciliation, Administration, Financial Statements, Financial Accounting, Team Building, Internal Controls, Team Leadership
Education
DeVry University 2010 — 2012
Bachelor of Science, Business Administration; Accounting
DeVry University 2009 — 2012
Bachelors of Science, Business Administration; Accounting
Batavia High School 1999 — 2003
Eric Flynn Eric Flynn's Raymond James Financial Inc. Experience 2007 - 2012
Job Financial services and information technology professional looking for new opportunities
Industry Financial Services
Experience
Raymond James 2012 - 2013
Raymond James Financial Inc. 2007 - 2012
Raymond James Financial Inc. 2006 - 2007
Human Resource Designs, Inc. 2004 - 2006
Skills
Portfolio Application..., Web Design, Application Analyst, Series 7, Series 24, Series 63, Project Leadership, Network Troubleshooting, Software Installation, Hardware Set-Up, Client Service, Graphic Design, Quality Assurance, Data Analysis, Training, Reporting, Presentations, Dreamweaver, Microsoft CRM, Albridge Wealth..., Access Database, Flash Animation, Illustrator, Adobe Fireworks, Morningstar, PowerPoint, Technical Support, CRM, Financial Services, Software Documentation, Consulting, Visio, SharePoint, Access, Personal Financial..., Management, Portfolio Management, Investments, Leadership, Active Directory, Troubleshooting, Program Management, Mutual Funds, Securities, Business Analysis, Asset Allocation, Asset Management, Vendor Management, Retirement Planning, Retirement
Education
College for Financial Planning
RP, Registered Paraplanner
University of South Florida
Msss Communications and Public Relations
Brevard Community College
Associate of Arts (A.A.)
Raymond James 2012 - 2013
Raymond James Financial Inc. 2007 - 2012
Raymond James Financial Inc. 2006 - 2007
Human Resource Designs, Inc. 2004 - 2006
Skills
Portfolio Application..., Web Design, Application Analyst, Series 7, Series 24, Series 63, Project Leadership, Network Troubleshooting, Software Installation, Hardware Set-Up, Client Service, Graphic Design, Quality Assurance, Data Analysis, Training, Reporting, Presentations, Dreamweaver, Microsoft CRM, Albridge Wealth..., Access Database, Flash Animation, Illustrator, Adobe Fireworks, Morningstar, PowerPoint, Technical Support, CRM, Financial Services, Software Documentation, Consulting, Visio, SharePoint, Access, Personal Financial..., Management, Portfolio Management, Investments, Leadership, Active Directory, Troubleshooting, Program Management, Mutual Funds, Securities, Business Analysis, Asset Allocation, Asset Management, Vendor Management, Retirement Planning, Retirement
Education
College for Financial Planning
RP, Registered Paraplanner
University of South Florida
Msss Communications and Public Relations
Brevard Community College
Associate of Arts (A.A.)
Phillip Krause's Raymond James Financial Inc. Experience August 2008 - March 2009
Job Principal of Krause Capital, Inc.
Industry Investment Management
Experience
Krause Capital, Inc. September 2008 - Present
Raymond James Financial Inc. August 2008 - March 2009
Ameriprise Financial Services, Inc. September 2006 - August 2008
Morgan Stanley Investment Management May 2005 - August 2006
Skills
Investments, Wealth Management, Asset Allocation, Bonds, Portfolio Management, Financial Services, Strategic Financial..., Financial Advisory, Financial Analysis, Insurance Brokerage, Series 7
Education
Harvard Law School 2015 — 2015
Executive Program on Negotiation and Leadership, Law
University of Miami - School of Business 2011 — 2012
Executive CERTIFIED FINANCIAL PLANNER^TM Certificate Program
Cornell University Graduate School 2011 — 2011
Executive Certificate, Financial Management
Rhodes College 2002 — 2006
Bachelors, History
Universidad de Salamanca 2005 — 2005
International/Global Studies
Krause Capital, Inc. September 2008 - Present
Raymond James Financial Inc. August 2008 - March 2009
Ameriprise Financial Services, Inc. September 2006 - August 2008
Morgan Stanley Investment Management May 2005 - August 2006
Skills
Investments, Wealth Management, Asset Allocation, Bonds, Portfolio Management, Financial Services, Strategic Financial..., Financial Advisory, Financial Analysis, Insurance Brokerage, Series 7
Education
Harvard Law School 2015 — 2015
Executive Program on Negotiation and Leadership, Law
University of Miami - School of Business 2011 — 2012
Executive CERTIFIED FINANCIAL PLANNER^TM Certificate Program
Cornell University Graduate School 2011 — 2011
Executive Certificate, Financial Management
Rhodes College 2002 — 2006
Bachelors, History
Universidad de Salamanca 2005 — 2005
International/Global Studies
Joseph C. Koch, CFP®'s Raymond James Financial Inc. Experience September 1999 - February 2001
Job SVP / Branch Manager / Member of 2014 Founder's Circle at Wunderlich Securities & 2015 Five Star Wealth Manager Award
Industry Financial Services
Experience
Wunderlich Securities October 2010 - Present
RBC Wealth Management March 2009 - October 2010
Ferris, Baker Watts, Inc. January 2001 - March 2009
City of Plymouth, Michigan November 1997 - November 2001
Raymond James Financial Inc. September 1999 - February 2001
Roney & Company LLC June 1989 - September 1999
Korn, Womack and Stern- Hamilton Investments 1986 - 1989
Skills
Sorry But due to FINRA, guidelines I CANNOT, Endorse or be Endorsed, on Linked In service, Wealth Management, Securities, Mutual Funds, Retirement Planning, Variable Annuities, Fixed Annuities, Certified Financial..., Diversification, Economics, Stocks, Municipal Bonds, Corporate Notes and..., Investments, Series 7, Finance, Retirement, Financial Services, Estate Planning, Asset Allocation, Financial Planning
Education
College for Financial Planning 1992 — 1994
CFP® Professional Education Program, Certified Financial Planner
Western Michigan University 1982 — 1985
Bachelor of Business Administration, Finance, Economics & General Business
Harrison High School
Wunderlich Securities October 2010 - Present
RBC Wealth Management March 2009 - October 2010
Ferris, Baker Watts, Inc. January 2001 - March 2009
City of Plymouth, Michigan November 1997 - November 2001
Raymond James Financial Inc. September 1999 - February 2001
Roney & Company LLC June 1989 - September 1999
Korn, Womack and Stern- Hamilton Investments 1986 - 1989
Skills
Sorry But due to FINRA, guidelines I CANNOT, Endorse or be Endorsed, on Linked In service, Wealth Management, Securities, Mutual Funds, Retirement Planning, Variable Annuities, Fixed Annuities, Certified Financial..., Diversification, Economics, Stocks, Municipal Bonds, Corporate Notes and..., Investments, Series 7, Finance, Retirement, Financial Services, Estate Planning, Asset Allocation, Financial Planning
Education
College for Financial Planning 1992 — 1994
CFP® Professional Education Program, Certified Financial Planner
Western Michigan University 1982 — 1985
Bachelor of Business Administration, Finance, Economics & General Business
Harrison High School
Matthew Deitch Matthew Deitch's Raymond James Financial Inc. Experience June 2012 - January 2015
Job Corporate Debt Origination Analyst Energy and Commodities
Industry Financial Services
Experience
BNP Paribas February 2015 - Present
Raymond James Financial Inc. June 2012 - January 2015
Scream Entertainment, LLC d.b.a Spectrum Events January 2012 - June 2014
Global Hunter Securities February 2012 - June 2012
Rebirth Financial May 2011 - October 2011
"The Entrepreneur Happy Hour" April 2011 - August 2011
Matthew's Power Washing, LLC June 2010 - August 2011
Kasden Fuel Co. May 2010 - August 2010
Kasden Fuel Co. January 2009 - August 2009
Skills
Finance, Energy, Retail, Financial Analysis, PowerPoint, Microsoft Excel, Market Research, Market Analysis, Marketing, Forecasting, Valuation, Strategic Planning, Business Analysis, Marketing Strategy, Social Media Marketing, Sales, Analysis, Social Media, Public Finance, Portfolio Management, Equities, Entrepreneurship, Business Development, Mergers & Acquisitions, Investments, Strategy, Due Diligence, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
Bachelor of Science in Management (BSM), Finance, General
Tulane University 2008 — 2012
Comillas Pontifical University 2010 — 2010
International Business
Simsbury High School 2004 — 2008
BNP Paribas February 2015 - Present
Raymond James Financial Inc. June 2012 - January 2015
Scream Entertainment, LLC d.b.a Spectrum Events January 2012 - June 2014
Global Hunter Securities February 2012 - June 2012
Rebirth Financial May 2011 - October 2011
"The Entrepreneur Happy Hour" April 2011 - August 2011
Matthew's Power Washing, LLC June 2010 - August 2011
Kasden Fuel Co. May 2010 - August 2010
Kasden Fuel Co. January 2009 - August 2009
Skills
Finance, Energy, Retail, Financial Analysis, PowerPoint, Microsoft Excel, Market Research, Market Analysis, Marketing, Forecasting, Valuation, Strategic Planning, Business Analysis, Marketing Strategy, Social Media Marketing, Sales, Analysis, Social Media, Public Finance, Portfolio Management, Equities, Entrepreneurship, Business Development, Mergers & Acquisitions, Investments, Strategy, Due Diligence, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
Bachelor of Science in Management (BSM), Finance, General
Tulane University 2008 — 2012
Comillas Pontifical University 2010 — 2010
International Business
Simsbury High School 2004 — 2008
Mike Liddell Mike Liddell's Raymond James Financial Inc. Experience July 2013 - Present
Job Compliance Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
American Family Insurance April 2012 - April 2013
Skills
Wisconsin Licensed..., Life Insurance, Licensed Property &...
Education
Concordia University-Wisconsin 2007 — 2011
Master of Business Administration (MBA), Finance, General
Concordia University-Wisconsin 2007 — 2011
Bachelor of Science (B.S.), Accounting
Raymond James Financial Inc. July 2013 - Present
American Family Insurance April 2012 - April 2013
Skills
Wisconsin Licensed..., Life Insurance, Licensed Property &...
Education
Concordia University-Wisconsin 2007 — 2011
Master of Business Administration (MBA), Finance, General
Concordia University-Wisconsin 2007 — 2011
Bachelor of Science (B.S.), Accounting
Michael J. Love II Michael J. Love II's Raymond James Financial Inc. Experience January 2012 - February 2013
Job Private Equity
Industry Venture Capital & Private Equity
Experience
Essendant May 2015 - Present
E-Vest, LLC March 2013 - May 2015
Raymond James Financial Inc. January 2012 - February 2013
Brilla Group, LLC January 2011 - January 2012
Chi-Star Technology June 2006 - November 2007
Skills
Valuation, Financial Analysis, Early Stage, Buy-sell Agreements, Contract Negotiation, M&A due diligence, Investment Advisory, SPSS, Growth Planning, Conjoint Analysis, Value Creation, Consumer Behavior, Corporate Branding, Pricing Strategy, Integrated Marketing..., Management Consulting, Corporate Advisory, Statutory Reporting, Corporate Governance, Tax Compliance, Compliance Audits, Compliance Management, Sustainability Strategy, Legal Research, Legal Writing, Legal Translation, Public Finance, Due Diligence, Growth Management, Integrated Marketing, Debt & Equity Financing, Strategic Planning, Statutory Accounting, Portfolio Management, Financial Structuring, Equities, Securities, Consumer Behaviour, Analysis
Education
University of Miami 2009 — 2012
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law; Mergers and Acquisitions
DePaul University
B.S, Honors Marketing(IME) and International Business
Essendant May 2015 - Present
E-Vest, LLC March 2013 - May 2015
Raymond James Financial Inc. January 2012 - February 2013
Brilla Group, LLC January 2011 - January 2012
Chi-Star Technology June 2006 - November 2007
Skills
Valuation, Financial Analysis, Early Stage, Buy-sell Agreements, Contract Negotiation, M&A due diligence, Investment Advisory, SPSS, Growth Planning, Conjoint Analysis, Value Creation, Consumer Behavior, Corporate Branding, Pricing Strategy, Integrated Marketing..., Management Consulting, Corporate Advisory, Statutory Reporting, Corporate Governance, Tax Compliance, Compliance Audits, Compliance Management, Sustainability Strategy, Legal Research, Legal Writing, Legal Translation, Public Finance, Due Diligence, Growth Management, Integrated Marketing, Debt & Equity Financing, Strategic Planning, Statutory Accounting, Portfolio Management, Financial Structuring, Equities, Securities, Consumer Behaviour, Analysis
Education
University of Miami 2009 — 2012
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law; Mergers and Acquisitions
DePaul University
B.S, Honors Marketing(IME) and International Business
Cory Peterson Cory Peterson's Raymond James Financial Inc. Experience October 2011 - July 2012
Job Sr Consultant Networking at Insight
Industry Computer Networking
Experience
Insight June 2015 - Present
Network Consulting January 2005 - Present
Bloomin' Brands Inc. July 2012 - June 2015
Raymond James Financial Inc. October 2011 - July 2012
PODS October 2010 - October 2011
Veredus October 2010 - June 2011
JDS Uniphase July 2010 - September 2010
US Air Force Academy May 2005 - August 2010
407 ECS Qatar July 2009 - January 2010
479 ECS 2007 - 2008
Skills
Windows Server, CiscoWorks, Cisco Nexus, Cisco Wireless, Cisco IOS, Switches, Bluecoat, Security, Cisco Technologies, Disaster Recovery, Security+, Cisco Routers, ASA, Wireless Networking, Networking, Wireshark, Visio, Cisco ASA, Network Security
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (M.B.A.), Network & Communications Management
DeVry University 2007 — 2011
Bachelor’s Degree, Technical Managment
Community College of the Air Force 2005 — 2007
Associates of Science, Computer and Communications Systems
Insight June 2015 - Present
Network Consulting January 2005 - Present
Bloomin' Brands Inc. July 2012 - June 2015
Raymond James Financial Inc. October 2011 - July 2012
PODS October 2010 - October 2011
Veredus October 2010 - June 2011
JDS Uniphase July 2010 - September 2010
US Air Force Academy May 2005 - August 2010
407 ECS Qatar July 2009 - January 2010
479 ECS 2007 - 2008
Skills
Windows Server, CiscoWorks, Cisco Nexus, Cisco Wireless, Cisco IOS, Switches, Bluecoat, Security, Cisco Technologies, Disaster Recovery, Security+, Cisco Routers, ASA, Wireless Networking, Networking, Wireshark, Visio, Cisco ASA, Network Security
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (M.B.A.), Network & Communications Management
DeVry University 2007 — 2011
Bachelor’s Degree, Technical Managment
Community College of the Air Force 2005 — 2007
Associates of Science, Computer and Communications Systems
Charlene Barnes Charlene Barnes's Raymond James Financial Inc. Experience November 2013 - Present
Job Business Technology Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Financial Services Consulting, LLC August 2007 - November 2013
J.B. Hanauer & Co. July 1997 - August 2007
Mesirow Financial October 1995 - July 1997
Prudential Financial January 1989 - April 1994
SHEARSON LEHMAN BROS October 1983 - January 1989
Bank of America Investment Management Co., GE Professional Services September 1979 - October 1983
Skills
Program Management, Business Development, Management, Enterprise Software, Networking, Performance Reporting, Software Development, Vendor Management
Education
University of California, San Diego 1976 — 1979
BA, Management Science
County College of Morris
Certificate, Webmaster
Fremont High School
Raymond James Financial Inc. November 2013 - Present
Financial Services Consulting, LLC August 2007 - November 2013
J.B. Hanauer & Co. July 1997 - August 2007
Mesirow Financial October 1995 - July 1997
Prudential Financial January 1989 - April 1994
SHEARSON LEHMAN BROS October 1983 - January 1989
Bank of America Investment Management Co., GE Professional Services September 1979 - October 1983
Skills
Program Management, Business Development, Management, Enterprise Software, Networking, Performance Reporting, Software Development, Vendor Management
Education
University of California, San Diego 1976 — 1979
BA, Management Science
County College of Morris
Certificate, Webmaster
Fremont High School
Kristine Dowhan Kristine Dowhan's Raymond James Financial Inc. Experience November 2012 - Present
Job Reporting Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
Presidential Campaign Office September 2012 - November 2012
University of Michigan June 2012 - July 2012
University of Michigan September 2011 - May 2012
Todd and Brad Reed Photography June 2011 - August 2011
Education
University of Michigan 2014 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2009 — 2012
Bachelor of Arts (B.A.), Mathematics
College for Creative Studies
Fine and Studio Arts
Grosse Ile High School 2006 — 2009
High School Diploma, 3.89
International School of the Gothenburg Region - Sweden 2005 — 2006
Raymond James Financial Inc. November 2012 - Present
Presidential Campaign Office September 2012 - November 2012
University of Michigan June 2012 - July 2012
University of Michigan September 2011 - May 2012
Todd and Brad Reed Photography June 2011 - August 2011
Education
University of Michigan 2014 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2009 — 2012
Bachelor of Arts (B.A.), Mathematics
College for Creative Studies
Fine and Studio Arts
Grosse Ile High School 2006 — 2009
High School Diploma, 3.89
International School of the Gothenburg Region - Sweden 2005 — 2006
Chris Lockridge Chris Lockridge's Raymond James Financial Inc. Experience 1996 - 2000
Job Contract Specialist at United States Air Force
Industry Government Administration
Experience
United States Air Force July 2015 - Present
US Forest Service July 2013 - July 2015
US Forest Service October 2010 - July 2013
US Forest Service March 2012 - June 2012
US Army 2004 - 2012
Montana Campus Compact June 2010 - September 2010
Town Pump March 2008 - June 2010
4-B's Restaurants September 2006 - March 2008
University of Montana 2004 - 2008
Raymond James Financial Inc. 1996 - 2000
Skills
Customer Service, Strategic Planning, Budgets, Government Contracting, Grant Writing, Interpersonal Skills, Marketing Communications, Organizational..., Relationship Management, Human Resources, Database Administration, Technical Writing, Market Research, Government, Research, Management, Analysis, Purchasing, Operations Management, Negotiation, Logistics, Inventory Management, Team Building, Procurement, Change Management, Program Management
Education
Colorado State University
Master of Business Administration (M.B.A.)
University of Montana
Bachelor's Degree, International Business
Hellgate High School
United States Air Force July 2015 - Present
US Forest Service July 2013 - July 2015
US Forest Service October 2010 - July 2013
US Forest Service March 2012 - June 2012
US Army 2004 - 2012
Montana Campus Compact June 2010 - September 2010
Town Pump March 2008 - June 2010
4-B's Restaurants September 2006 - March 2008
University of Montana 2004 - 2008
Raymond James Financial Inc. 1996 - 2000
Skills
Customer Service, Strategic Planning, Budgets, Government Contracting, Grant Writing, Interpersonal Skills, Marketing Communications, Organizational..., Relationship Management, Human Resources, Database Administration, Technical Writing, Market Research, Government, Research, Management, Analysis, Purchasing, Operations Management, Negotiation, Logistics, Inventory Management, Team Building, Procurement, Change Management, Program Management
Education
Colorado State University
Master of Business Administration (M.B.A.)
University of Montana
Bachelor's Degree, International Business
Hellgate High School
Caleb Travis Freeburg Caleb Travis Freeburg's Raymond James Financial Inc. Experience November 2014 - Present
Job Virtual Platform Administrator at Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial Inc. November 2014 - Present
Leviathan Cinematography January 2009 - Present
Coretek Services October 2013 - October 2014
Information and Technology Services, University of Michigan May 2013 - October 2013
Capital & Assay October 2011 - December 2012
Skills
Videography, Windows 7, Software Deployment, SCCM, Video Editing, Video Production, HD Camera Operation, HD Video, Customer Service, Active Directory, Scripting, Testing, Enterprise Software, Technical Support, Troubleshooting, Refining Processes, Windows XP Pro, Group Policy, System Deployment, VBScript, Quality Control, Help Desk Support, Laptops, Hyper-V, IIS, Management, Red Hat Linux, Server Administration, Bash, AdminStudio, Metallurgy, Virtualization, Application..., VDI, Citrix, Windows XP
Education
Clearwater Christian College 2006 — 2009
Bachelor of Communication Arts, Communication and Media Studies
Raymond James Financial Inc. November 2014 - Present
Leviathan Cinematography January 2009 - Present
Coretek Services October 2013 - October 2014
Information and Technology Services, University of Michigan May 2013 - October 2013
Capital & Assay October 2011 - December 2012
Skills
Videography, Windows 7, Software Deployment, SCCM, Video Editing, Video Production, HD Camera Operation, HD Video, Customer Service, Active Directory, Scripting, Testing, Enterprise Software, Technical Support, Troubleshooting, Refining Processes, Windows XP Pro, Group Policy, System Deployment, VBScript, Quality Control, Help Desk Support, Laptops, Hyper-V, IIS, Management, Red Hat Linux, Server Administration, Bash, AdminStudio, Metallurgy, Virtualization, Application..., VDI, Citrix, Windows XP
Education
Clearwater Christian College 2006 — 2009
Bachelor of Communication Arts, Communication and Media Studies
Sue Rosenthal, MBA Sue Rosenthal, MBA's Raymond James Financial Inc. Experience September 2007 - May 2011
Job Administrative Assistant to the President with Investment Advisory Corporation
Industry Financial Services
Experience
March of Dimes Florida Chapter August 2014 - July 2015
Verizon July 2011 - May 2014
Raymond James Financial Inc. September 2007 - May 2011
PwC March 2007 - July 2007
Sage September 2006 - March 2007
VERISIGN March 2005 - August 2006
JPMorgan Chase August 2002 - March 2005
Verizon August 1982 - April 2002
Skills
SQL, Microsoft SQL Server, Active Directory, Windows Server, Java, JavaScript, HTML, Troubleshooting, Oracle, Windows, Servers, SDLC, Unix, XML, Operating Systems, ITIL, MySQL, Computer Hardware, Access, Databases, Quality Assurance, SharePoint, Project Management, Agile Methodologies, Integration, Training, Leadership, Management, Vendor Management, Analysis, Process Improvement, Testing
Education
Colorado State University 2000 — 2002
Master of Business Administration (MBA), Master of Business Administration, 3.2
University of South Florida 1978 — 1982
Bachelor's degree, BA Mass Communications / BA Speech Communication, 3.6
Riverview High School
English Language and Literature/Letters
March of Dimes Florida Chapter August 2014 - July 2015
Verizon July 2011 - May 2014
Raymond James Financial Inc. September 2007 - May 2011
PwC March 2007 - July 2007
Sage September 2006 - March 2007
VERISIGN March 2005 - August 2006
JPMorgan Chase August 2002 - March 2005
Verizon August 1982 - April 2002
Skills
SQL, Microsoft SQL Server, Active Directory, Windows Server, Java, JavaScript, HTML, Troubleshooting, Oracle, Windows, Servers, SDLC, Unix, XML, Operating Systems, ITIL, MySQL, Computer Hardware, Access, Databases, Quality Assurance, SharePoint, Project Management, Agile Methodologies, Integration, Training, Leadership, Management, Vendor Management, Analysis, Process Improvement, Testing
Education
Colorado State University 2000 — 2002
Master of Business Administration (MBA), Master of Business Administration, 3.2
University of South Florida 1978 — 1982
Bachelor's degree, BA Mass Communications / BA Speech Communication, 3.6
Riverview High School
English Language and Literature/Letters
Brendan McNeill Brendan McNeill's Raymond James Financial Inc. Experience April 2011 - June 2011
Job Institutional Credit Sales at RW Baird Co.
Industry Financial Services
Experience
Rw Baird Co Inc July 2015 - Present
Colby College September 2011 - May 2015
Surgi-Care May 2014 - August 2014
Wellesley Information Services June 2013 - September 2013
Cramer Productions Ltd June 2012 - August 2012
Raymond James Financial Inc. April 2011 - June 2011
Skills
Microsoft Office, Bloomberg Terminal, Microsoft Excel
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.)
The Rivers School, Weston, MA 2009 — 2011
High School Diploma
Needham High School 2006 — 2009
Rw Baird Co Inc July 2015 - Present
Colby College September 2011 - May 2015
Surgi-Care May 2014 - August 2014
Wellesley Information Services June 2013 - September 2013
Cramer Productions Ltd June 2012 - August 2012
Raymond James Financial Inc. April 2011 - June 2011
Skills
Microsoft Office, Bloomberg Terminal, Microsoft Excel
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.)
The Rivers School, Weston, MA 2009 — 2011
High School Diploma
Needham High School 2006 — 2009
Dan Schreiner Dan Schreiner's Raymond James Financial Inc. Experience March 2011 - February 2015
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Raymond James Financial Inc. March 2011 - February 2015
Education
DePaul University 2000 — 2004
Bachelor's degree, Marketing
Ameriprise Financial Services, Inc. May 2015 - Present
Raymond James Financial Inc. March 2011 - February 2015
Education
DePaul University 2000 — 2004
Bachelor's degree, Marketing
David Rozema's Raymond James Financial Inc. Experience December 2005 - May 2006
Job Senior Financial Accountant at Nestle
Industry Accounting
Experience
Nestle S.A. December 2012 - Present
GFT Markets January 2010 - November 2012
Viking Group Inc. May 2006 - January 2010
Raymond James Financial Inc. December 2005 - May 2006
Mill Steel Company August 2005 - December 2005
Fifth Third Bank April 2003 - August 2005
Skills
Microsoft Office, Salesforce.com, Microsoft Excel, Visio, Financial Analysis, JD Edwards, VBScript, Process Improvement, Accounting, Customer Service, Access, Financial Reporting, Pivot Tables, IBM iSeries, IBM Mainframe, Oracle Reports, SAP, Cognos
Education
Western Michigan University 2014 — 2016
Master of Business Administration (M.B.A.)
Davenport University 2008 — 2011
Masters of Science in Information Systems (MSIS)
Grand Valley State University 2001 — 2006
BBA, Double Major: Accounting and Finance
Nestle S.A. December 2012 - Present
GFT Markets January 2010 - November 2012
Viking Group Inc. May 2006 - January 2010
Raymond James Financial Inc. December 2005 - May 2006
Mill Steel Company August 2005 - December 2005
Fifth Third Bank April 2003 - August 2005
Skills
Microsoft Office, Salesforce.com, Microsoft Excel, Visio, Financial Analysis, JD Edwards, VBScript, Process Improvement, Accounting, Customer Service, Access, Financial Reporting, Pivot Tables, IBM iSeries, IBM Mainframe, Oracle Reports, SAP, Cognos
Education
Western Michigan University 2014 — 2016
Master of Business Administration (M.B.A.)
Davenport University 2008 — 2011
Masters of Science in Information Systems (MSIS)
Grand Valley State University 2001 — 2006
BBA, Double Major: Accounting and Finance
Nathan Lenz Nathan Lenz's Raymond James Financial Inc. Experience July 2014 - Present
Job Director of Practice Acquisitions at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. June 2012 - August 2014
Raymond James Financial Inc. June 2011 - May 2012
Credit Suisse June 2010 - August 2010
Skills
Business Valuation, Succession Planning, Mergers, Acquisitions, Strategic Financial..., Financial Modeling, Business Planning, Financial Markets, Fixed Income, Equity Research, Equities, Mergers & Acquisitions, Due Diligence, Valuation, Financial Services, Securities, Financial Advisory, Series 7, Mutual Funds, Financial Planning, Asset Management
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (B.A.), Economics
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. June 2012 - August 2014
Raymond James Financial Inc. June 2011 - May 2012
Credit Suisse June 2010 - August 2010
Skills
Business Valuation, Succession Planning, Mergers, Acquisitions, Strategic Financial..., Financial Modeling, Business Planning, Financial Markets, Fixed Income, Equity Research, Equities, Mergers & Acquisitions, Due Diligence, Valuation, Financial Services, Securities, Financial Advisory, Series 7, Mutual Funds, Financial Planning, Asset Management
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (B.A.), Economics
Erik M. Keene, CFP, CIMA Erik M. Keene, CFP, CIMA's Raymond James Financial Inc. Experience April 2009 - Present
Job Vice President/Investments at Raymond James
Industry Investment Management
Experience
Raymond James Financial Inc. April 2009 - Present
Banc of America Investments October 2000 - April 2009
Citigroup March 1996 - October 2000
Skills
Financial Planning, Retirement Planning, Asset Management, Wealth Management, Portfolio Management, Managed Money, Alternative Investments, Estate Planning, Investments, Asset Allocation, IRA's, 401k, Mutual Funds, 529 Plans, Series 7, Series 63, Annuities, Life Insurance, Long Term Care, Capital Markets, Securities, Structured Settlements, Defined Benefit, Investment Advisory, Insurance, Retirement, Stocks, Financial Advisory, Bonds, Wealth, Equities, Fixed Income, Options
Education
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst in Conjunction with IMCA
College for Financial Planning
CFP, Certified Financial Planner
The University of Texas at San Antonio
BBA, Business Management
Raymond James Financial Inc. April 2009 - Present
Banc of America Investments October 2000 - April 2009
Citigroup March 1996 - October 2000
Skills
Financial Planning, Retirement Planning, Asset Management, Wealth Management, Portfolio Management, Managed Money, Alternative Investments, Estate Planning, Investments, Asset Allocation, IRA's, 401k, Mutual Funds, 529 Plans, Series 7, Series 63, Annuities, Life Insurance, Long Term Care, Capital Markets, Securities, Structured Settlements, Defined Benefit, Investment Advisory, Insurance, Retirement, Stocks, Financial Advisory, Bonds, Wealth, Equities, Fixed Income, Options
Education
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst in Conjunction with IMCA
College for Financial Planning
CFP, Certified Financial Planner
The University of Texas at San Antonio
BBA, Business Management
Chris Piatt Chris Piatt's Raymond James Financial Inc. Experience October 2012 - May 2014
Job Law Firm Consultant at Thomson Reuters Westlaw OK, TX, LA
Industry Legal Services
Experience
Thomson Reuters Westlaw June 2014 - Present
South Metro Minneapolis Evening Rotary July 2014 - June 2015
Raymond James Financial Inc. October 2012 - May 2014
Morgan Stanley Smith Barney June 2005 - August 2012
Wells Fargo Investments 2001 - 2005
American Express Financial Advisors August 2000 - September 2001
Skills
Legal Consulting, Estate Law, Family Law, Consulting, Retirement Planning, Strategic Financial..., Asset Allocation, Investments, Wealth Management, Estate Planning, Financial Advisory, Investment Strategies, 401k Rollovers, Investment Advisory, 401k, Mutual Funds, Retirement, Fixed Annuities, Alternative Investments, Asset Managment
Education
O'Gorman High School
O
Concordia University-St. Paul 2007 — 2009
BA, Marketing Management
University of Nebraska-Lincoln 1996 — 1999
Marketing
Thomson Reuters Westlaw June 2014 - Present
South Metro Minneapolis Evening Rotary July 2014 - June 2015
Raymond James Financial Inc. October 2012 - May 2014
Morgan Stanley Smith Barney June 2005 - August 2012
Wells Fargo Investments 2001 - 2005
American Express Financial Advisors August 2000 - September 2001
Skills
Legal Consulting, Estate Law, Family Law, Consulting, Retirement Planning, Strategic Financial..., Asset Allocation, Investments, Wealth Management, Estate Planning, Financial Advisory, Investment Strategies, 401k Rollovers, Investment Advisory, 401k, Mutual Funds, Retirement, Fixed Annuities, Alternative Investments, Asset Managment
Education
O'Gorman High School
O
Concordia University-St. Paul 2007 — 2009
BA, Marketing Management
University of Nebraska-Lincoln 1996 — 1999
Marketing
Christian Chanel Pryor's Raymond James Financial Inc. Experience May 2008 - August 2008
Job Strategic Marketing Coordinator at Masonite Architectural
Industry Marketing and Advertising
Experience
Masonite International June 2015 - Present
Hudson Advisors June 2014 - May 2015
DIMENSIONS UNLIMITED, INC. October 2013 - May 2014
Academic Partnerships March 2013 - October 2013
Coca-Cola Refreshments August 2011 - February 2013
EdVenture Partners August 2010 - December 2010
Delphi Studio July 2009 - July 2010
Raymond James Financial Inc. May 2008 - August 2008
Skills
Event Planning, Team Building, Advertising, Management, Marketing, CRM, Microsoft Office, Time Management, Team Leadership, Recruiting, Training, Budgets, Online Marketing, Project Management, Program Management, Human Resources, Coordinating Events, Contract Negotiation, Employee Relations, Public Relations, Team Coordination, Social Media Marketing, Project Planning, Microsoft Dynamics, Unified Messaging, Service Source, Central Service, Market Segmentation, Segmentation, Event Management
Education
Liberty University 2015 — 2016
Master of Science (M.S.) in Digital Marketing and Advertising, Digital Marketing and Advertising
Clark Atlanta University 2007 — 2011
Bachelor of Arts, Business Administration; Marketing
Masonite International June 2015 - Present
Hudson Advisors June 2014 - May 2015
DIMENSIONS UNLIMITED, INC. October 2013 - May 2014
Academic Partnerships March 2013 - October 2013
Coca-Cola Refreshments August 2011 - February 2013
EdVenture Partners August 2010 - December 2010
Delphi Studio July 2009 - July 2010
Raymond James Financial Inc. May 2008 - August 2008
Skills
Event Planning, Team Building, Advertising, Management, Marketing, CRM, Microsoft Office, Time Management, Team Leadership, Recruiting, Training, Budgets, Online Marketing, Project Management, Program Management, Human Resources, Coordinating Events, Contract Negotiation, Employee Relations, Public Relations, Team Coordination, Social Media Marketing, Project Planning, Microsoft Dynamics, Unified Messaging, Service Source, Central Service, Market Segmentation, Segmentation, Event Management
Education
Liberty University 2015 — 2016
Master of Science (M.S.) in Digital Marketing and Advertising, Digital Marketing and Advertising
Clark Atlanta University 2007 — 2011
Bachelor of Arts, Business Administration; Marketing
Glenn M. Watson's Raymond James Financial Inc. Experience 1997 - 2000
Job Investment Banker, Consultant and Coach to Companies, Government, Executives, and Students
Industry Management Consulting
Experience
Independent Consultant, Coach and Mentor January 2008 - Present
ABN AMRO Bank N.V. LaSalle Financial Services, Inc. 2006 - 2007
Morgan Stanley 2004 - 2006
Raymond James Financial Inc. 1997 - 2000
KeyCorp 1994 - 1997
Raymond James Financial Inc. 1991 - 1994
Skills
Investment Banking, Capital Markets, Corporate Finance, Finance, Strategy, Restructuring, Management Consulting, Private Equity, Business Planning, Fixed Income, Venture Capital, Risk Management, Entrepreneurship, Valuation, Financial Modeling, Public Finance, Asset Management, Change Management, Structured Finance, Securities, Special Projects, Quantitative Modeling, Supply Chain Management, Business Analytics, Executive Management, Financial Markets, Securities Underwriting, CEO Coach, Organizational Change, Public-private..., Economic Development, Crisis Management, FINRA General..., Capital Formation, Full P&L Responsibility, Strong Transaction..., Business Strategy, Strategic Partnerships, Acquisition Integration, SaaS, Debt Restructuring, Capital, Leveraged Finance, Financial Structuring, Financial Risk, Private Placements, Funding, Consulting, Equities, Mergers & Acquisitions
Education
University of Michigan
AB, Economics
Cornell University - Johnson Graduate School of Management
Masters Certificate in Executive Leadership (candidate), Executive Leadership and Strategic Management Program
Independent Consultant, Coach and Mentor January 2008 - Present
ABN AMRO Bank N.V. LaSalle Financial Services, Inc. 2006 - 2007
Morgan Stanley 2004 - 2006
Raymond James Financial Inc. 1997 - 2000
KeyCorp 1994 - 1997
Raymond James Financial Inc. 1991 - 1994
Skills
Investment Banking, Capital Markets, Corporate Finance, Finance, Strategy, Restructuring, Management Consulting, Private Equity, Business Planning, Fixed Income, Venture Capital, Risk Management, Entrepreneurship, Valuation, Financial Modeling, Public Finance, Asset Management, Change Management, Structured Finance, Securities, Special Projects, Quantitative Modeling, Supply Chain Management, Business Analytics, Executive Management, Financial Markets, Securities Underwriting, CEO Coach, Organizational Change, Public-private..., Economic Development, Crisis Management, FINRA General..., Capital Formation, Full P&L Responsibility, Strong Transaction..., Business Strategy, Strategic Partnerships, Acquisition Integration, SaaS, Debt Restructuring, Capital, Leveraged Finance, Financial Structuring, Financial Risk, Private Placements, Funding, Consulting, Equities, Mergers & Acquisitions
Education
University of Michigan
AB, Economics
Cornell University - Johnson Graduate School of Management
Masters Certificate in Executive Leadership (candidate), Executive Leadership and Strategic Management Program
Daniel Mullan's Raymond James Financial Inc. Experience February 2001 - September 2007
Job New York Life
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
Wells Fargo Advisors May 2009 - October 2014
Merrill Lynch September 2007 - May 2009
Raymond James Financial Inc. February 2001 - September 2007
Skills
Finance, Leadership, Investments, Retirement Planning, Wealth Management, Financial Planning, Wealth, Retirement, Mutual Funds, Series 7, Financial Advisory, Life Insurance, Financial Services, Fixed Annuities, Insurance
Education
The American College 1998 — 2003
Finance
College for Financial Planning 2005 — 2007
Retirement Planning
New York Life Insurance Company November 2014 - Present
Wells Fargo Advisors May 2009 - October 2014
Merrill Lynch September 2007 - May 2009
Raymond James Financial Inc. February 2001 - September 2007
Skills
Finance, Leadership, Investments, Retirement Planning, Wealth Management, Financial Planning, Wealth, Retirement, Mutual Funds, Series 7, Financial Advisory, Life Insurance, Financial Services, Fixed Annuities, Insurance
Education
The American College 1998 — 2003
Finance
College for Financial Planning 2005 — 2007
Retirement Planning
Scott Hogan, MS's Raymond James Financial Inc. Experience September 2011 - October 2012
Job Organizational Consultant Focused on Workforce Strategy
Industry Management Consulting
Experience
Institute for the Practice of Management October 2013 - Present
LeAD Labs September 2013 - Present
Mercer June 2015 - August 2015
Drucker Executive Education March 2014 - May 2015
Arkansas Teacher Retirement System October 2012 - July 2013
Raymond James Financial Inc. September 2011 - October 2012
Skills
Finance, Employee Benefits, HR Analytics, Retirement Planning, Pensions, Human Resources, Strategic HR, Leadership Development, Business Analytics, Organizational Learning, Instructional Design, Organizational..., Training Delivery, Analysis, Leadership, Microsoft Office, Public Speaking, Strategy, Data Analysis, Consulting, Training, Project Management, Coaching, Research, Microsoft Excel
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2013 — 2016
Master of Business Administration (MBA), Concentration in Strategy and Finance
Claremont Graduate University 2013 — 2015
Master of Science (M.S.), Human Resources Design
University of Central Arkansas 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Institute for the Practice of Management October 2013 - Present
LeAD Labs September 2013 - Present
Mercer June 2015 - August 2015
Drucker Executive Education March 2014 - May 2015
Arkansas Teacher Retirement System October 2012 - July 2013
Raymond James Financial Inc. September 2011 - October 2012
Skills
Finance, Employee Benefits, HR Analytics, Retirement Planning, Pensions, Human Resources, Strategic HR, Leadership Development, Business Analytics, Organizational Learning, Instructional Design, Organizational..., Training Delivery, Analysis, Leadership, Microsoft Office, Public Speaking, Strategy, Data Analysis, Consulting, Training, Project Management, Coaching, Research, Microsoft Excel
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2013 — 2016
Master of Business Administration (MBA), Concentration in Strategy and Finance
Claremont Graduate University 2013 — 2015
Master of Science (M.S.), Human Resources Design
University of Central Arkansas 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Rusty Haltom Rusty Haltom's Raymond James Financial Inc. Experience April 2012 - June 2014
Job Senior Information Technology Professional
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - June 2014
Morgan Keegan & Company January 2008 - March 2012
Morgan Keegan & Company January 1996 - December 2007
Morgan Keegan & Company July 1990 - December 1995
Application Data Systems, Inc. March 1988 - June 1990
Skills
Disaster Recovery, SDLC, IT Strategy, Software Development, Process Improvement, Business Analysis, SharePoint, Software Project..., IT Management, Management, Visio, Data Center, Security, Vendor Management, Microsoft SQL Server
Education
Mississippi State University 1985 — 1987
Bachelor's degree, Business Information Systems & Quantitative Analysis
Delta State University 1983 — 1985
Raymond James Financial Inc. April 2012 - June 2014
Morgan Keegan & Company January 2008 - March 2012
Morgan Keegan & Company January 1996 - December 2007
Morgan Keegan & Company July 1990 - December 1995
Application Data Systems, Inc. March 1988 - June 1990
Skills
Disaster Recovery, SDLC, IT Strategy, Software Development, Process Improvement, Business Analysis, SharePoint, Software Project..., IT Management, Management, Visio, Data Center, Security, Vendor Management, Microsoft SQL Server
Education
Mississippi State University 1985 — 1987
Bachelor's degree, Business Information Systems & Quantitative Analysis
Delta State University 1983 — 1985
Lorenzo Crawford's Raymond James Financial Inc. Experience September 2012 - March 2013
Job Information Technology and Services
Industry Information Technology and Services
Experience
Lazydays April 2014 - Present
TEKsystems June 2013 - April 2014
Raymond James Financial Inc. September 2012 - March 2013
United States Air Force May 2010 - September 2012
United States Air Force 2006 - 2012
United States Air Force November 2009 - May 2010
United States Air Force September 2006 - November 2009
Skills
Security+, CompTIA A+ Certification, Security Clearance, Servers, Windows 7, CompTIA A, Active Directory, Management, Help Desk Support, CompTIA Security, Security, Software Installation, SharePoint, Technical Support, Troubleshooting
Education
Strayer University 2013 — 2015
Information technology, Cyber security
Community College of the Air Force
Associates Degree, Information Technology
Lazydays April 2014 - Present
TEKsystems June 2013 - April 2014
Raymond James Financial Inc. September 2012 - March 2013
United States Air Force May 2010 - September 2012
United States Air Force 2006 - 2012
United States Air Force November 2009 - May 2010
United States Air Force September 2006 - November 2009
Skills
Security+, CompTIA A+ Certification, Security Clearance, Servers, Windows 7, CompTIA A, Active Directory, Management, Help Desk Support, CompTIA Security, Security, Software Installation, SharePoint, Technical Support, Troubleshooting
Education
Strayer University 2013 — 2015
Information technology, Cyber security
Community College of the Air Force
Associates Degree, Information Technology
Michael C. Wing Michael C. Wing's Raymond James Financial Inc. Experience April 2011 - January 2012
Job Wunderlich Securities Inc./Chicago Branch
Industry Financial Services
Experience
Wunderlich Securities January 2012 - Present
Raymond James Financial Inc. April 2011 - January 2012
Howe Barnes Hoefer & Arnett September 2005 - June 2011
Morgan Stanley DW Inc April 1999 - September 2005
Skills
Financial Planning, Retirement Planning, Retirement Income..., Private Wealth..., Investments, Asset Allocation, Portfolio Management, Financial Advice, Mutual Funds, Separately Managed..., Equities, Equity Research, Fixed Income Products, Options, College Savings Plans, Whole Life, Term Life Insurance, Long Term Care, IRA Rollovers, IRA's, Annuities, Estate Planning, Commodities, ETFs, Money Market, Long-term Care, Strategic Financial..., IRAs, Asset Management
Education
DePaul University 2002 — 2003
Certificate Program in Financial Planning, Finance
Michigan State University 1987 — 1991
Bachelor of Science, Economics and Management
Wunderlich Securities January 2012 - Present
Raymond James Financial Inc. April 2011 - January 2012
Howe Barnes Hoefer & Arnett September 2005 - June 2011
Morgan Stanley DW Inc April 1999 - September 2005
Skills
Financial Planning, Retirement Planning, Retirement Income..., Private Wealth..., Investments, Asset Allocation, Portfolio Management, Financial Advice, Mutual Funds, Separately Managed..., Equities, Equity Research, Fixed Income Products, Options, College Savings Plans, Whole Life, Term Life Insurance, Long Term Care, IRA Rollovers, IRA's, Annuities, Estate Planning, Commodities, ETFs, Money Market, Long-term Care, Strategic Financial..., IRAs, Asset Management
Education
DePaul University 2002 — 2003
Certificate Program in Financial Planning, Finance
Michigan State University 1987 — 1991
Bachelor of Science, Economics and Management
Brandon Barry's Raymond James Financial Inc. Experience June 2014 - August 2014
Job
Industry Financial Services
Experience
Stonehenge Management June 2015 - Present
Raymond James Financial Inc. June 2014 - August 2014
UBS June 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Research, Photoshop, HTML, Economics, Finance, Sales, Statistics
Education
Colgate University 2012 — 2016
Bachelor of Arts, History & Economics
Manhasset High School 2009 — 2012
Stonehenge Management June 2015 - Present
Raymond James Financial Inc. June 2014 - August 2014
UBS June 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Research, Photoshop, HTML, Economics, Finance, Sales, Statistics
Education
Colgate University 2012 — 2016
Bachelor of Arts, History & Economics
Manhasset High School 2009 — 2012
Chris Lucchese Chris Lucchese's Raymond James Financial Inc. Experience June 2012 - May 2014
Job Technical Support Specialist at Pilgrim Software
Industry Financial Services
Experience
Pilgrim Quality Solutions May 2014 - Present
Raymond James Financial Inc. June 2012 - May 2014
Progressive Insurance June 2003 - September 2010
US Army May 2004 - May 2008
Skills
Windows Server, Active Directory, SharePoint, Visio, VMware, Windows 7, Servers, Troubleshooting, XP, System Administration, DNS, Microsoft SQL Server, DHCP, Help Desk Support, IIS, Technical Support, Hardware, Operating Systems, Windows XP
Education
DeVry University-Florida 2010 — 2013
Bachelor's degree, Network & Communications Management
Pilgrim Quality Solutions May 2014 - Present
Raymond James Financial Inc. June 2012 - May 2014
Progressive Insurance June 2003 - September 2010
US Army May 2004 - May 2008
Skills
Windows Server, Active Directory, SharePoint, Visio, VMware, Windows 7, Servers, Troubleshooting, XP, System Administration, DNS, Microsoft SQL Server, DHCP, Help Desk Support, IIS, Technical Support, Hardware, Operating Systems, Windows XP
Education
DeVry University-Florida 2010 — 2013
Bachelor's degree, Network & Communications Management
Feyaad Allie's Raymond James Financial Inc. Experience December 2013 - December 2013
Job Student at Dartmouth College
Industry Management Consulting
Experience
Deloitte June 2015 - Present
Dartmouth College Office of Admissions March 2014 - Present
Dartmouth College Residential Life September 2013 - Present
Dartmouth College Government Department January 2013 - Present
Dartmouth Government Department Office September 2012 - Present
Goldman Sachs January 2015 - March 2015
Raymond James Financial Inc. December 2013 - December 2013
ThinkImpact June 2013 - August 2013
Skills
Public Speaking, Leadership, Community Outreach, Social Media, Research, Writing, Editing, Tutoring, Volunteer Management, Social Networking, Fundraising, Higher Education, Blogging, Leadership Development, Market Research, Event Planning
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.)
The London School of Economics and Political Science (LSE) 2014 — 2014
Coral Springs High School 2008 — 2012
Deloitte June 2015 - Present
Dartmouth College Office of Admissions March 2014 - Present
Dartmouth College Residential Life September 2013 - Present
Dartmouth College Government Department January 2013 - Present
Dartmouth Government Department Office September 2012 - Present
Goldman Sachs January 2015 - March 2015
Raymond James Financial Inc. December 2013 - December 2013
ThinkImpact June 2013 - August 2013
Skills
Public Speaking, Leadership, Community Outreach, Social Media, Research, Writing, Editing, Tutoring, Volunteer Management, Social Networking, Fundraising, Higher Education, Blogging, Leadership Development, Market Research, Event Planning
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.)
The London School of Economics and Political Science (LSE) 2014 — 2014
Coral Springs High School 2008 — 2012
Dennile Haddock Dennile Haddock's Raymond James Financial Inc. Experience July 2005 - March 2006
Job National Platform Program ManagerVice President
Industry Financial Services
Experience
Comerica Bank March 2013 - Present
Comerica Bank August 2006 - March 2013
LPL Financial March 2006 - August 2006
Raymond James Financial Inc. July 2005 - March 2006
Mutual Service Corporation--Independent Office November 1995 - July 2005
Skills
Management, Financial Services, Series 7, Licensed Banker Program..., Training & Development, Series 24, Series 63, Securities, FINRA, Wealth Management, Investments, Mutual Funds, Portfolio Management, Risk Management, Asset Management, Financial Analysis, Insurance, Series 65, Team Building, Fixed Income, Asset Allocation, Investment Advisory, Equities, SharePoint, Fixed Annuities, Written & Oral..., Operations Management, Supervisory Skills
Education
Davenport University 2006 — 2009
Bachelor of Business Administration (BBA), Management, 3.89
Comerica Bank March 2013 - Present
Comerica Bank August 2006 - March 2013
LPL Financial March 2006 - August 2006
Raymond James Financial Inc. July 2005 - March 2006
Mutual Service Corporation--Independent Office November 1995 - July 2005
Skills
Management, Financial Services, Series 7, Licensed Banker Program..., Training & Development, Series 24, Series 63, Securities, FINRA, Wealth Management, Investments, Mutual Funds, Portfolio Management, Risk Management, Asset Management, Financial Analysis, Insurance, Series 65, Team Building, Fixed Income, Asset Allocation, Investment Advisory, Equities, SharePoint, Fixed Annuities, Written & Oral..., Operations Management, Supervisory Skills
Education
Davenport University 2006 — 2009
Bachelor of Business Administration (BBA), Management, 3.89
Aaron Boatman Aaron Boatman's Raymond James Financial Inc. Experience March 2013 - Present
Job Enterprise Data Management Specialist at Raymond James Financial Inc.
Industry Banking
Experience
Raymond James Financial Inc. March 2013 - Present
Ultimate Medical Academy August 2012 - March 2013
Mercantile Bancorp, Inc. November 2009 - July 2012
Mercantile Bank May 2008 - November 2009
Mercantile Bank September 2006 - May 2008
Mercantile Bank June 2006 - September 2006
Skills
Banking, Finance, Financial Analysis, Relationship Management, Product Development, Operational Efficiency, Information Technology, Business Analysis, Customer Service, New Product Development, Process Engineering, Data Management, Data Analysis, SQL
Education
Webster University 2009 — 2011
M.B.A., Business Administration
Culver Stockton College 2003 — 2006
B.S., Business Management/MIS/CIS
Indian Hills Community College 2001 — 2003
A.A.S., Computer Programmer/Analyst
Raymond James Financial Inc. March 2013 - Present
Ultimate Medical Academy August 2012 - March 2013
Mercantile Bancorp, Inc. November 2009 - July 2012
Mercantile Bank May 2008 - November 2009
Mercantile Bank September 2006 - May 2008
Mercantile Bank June 2006 - September 2006
Skills
Banking, Finance, Financial Analysis, Relationship Management, Product Development, Operational Efficiency, Information Technology, Business Analysis, Customer Service, New Product Development, Process Engineering, Data Management, Data Analysis, SQL
Education
Webster University 2009 — 2011
M.B.A., Business Administration
Culver Stockton College 2003 — 2006
B.S., Business Management/MIS/CIS
Indian Hills Community College 2001 — 2003
A.A.S., Computer Programmer/Analyst
Marina Willeford's Raymond James Financial Inc. Experience January 2010 - May 2012
Job Registered Paraplanner
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Integris Bass Baptist Health Center November 2008 - February 2013
Raymond James Financial Inc. January 2010 - May 2012
TPI Staffing, Inc. January 2007 - October 2008
Enid Eye Clinic Inc. July 2000 - July 2004
Forrest General Hospital September 1980 - September 1993
Skills
Business Development, Leadership, Marketing, Finance, Management, CRM, Public Relations, Physicians, Human Resources, Marketing Communications, Event Planning, Strategic Financial..., Time Management, Outlook, Financial Planning, Manage Client..., Hospital Financial..., Physician Practice..., Hospitals, Recruiting, Customer Service, Mutual Funds, Sales, Retirement Planning
Education
College for Financial Planning 2012 — 2016
Foundations in Financial Planning, Registered Para Planner, 3.0
Raymond James - St. Petersburg, FL 2010 — 2011
Certification, Client relations; technology, brokerage operational, management and marketing
Northwestern Oklahoma State University 1997 — 1998
Business, Management, Marketing, and Related Support Services, 4.0
Laser Vision Center, Inc. St, Louis MO
Refractive Coordinator Training, Ophthalmology Marketing and Consulting, 4.0
University of Southern Mississippi
Business Management, 4.0
Edward Jones January 2014 - Present
Integris Bass Baptist Health Center November 2008 - February 2013
Raymond James Financial Inc. January 2010 - May 2012
TPI Staffing, Inc. January 2007 - October 2008
Enid Eye Clinic Inc. July 2000 - July 2004
Forrest General Hospital September 1980 - September 1993
Skills
Business Development, Leadership, Marketing, Finance, Management, CRM, Public Relations, Physicians, Human Resources, Marketing Communications, Event Planning, Strategic Financial..., Time Management, Outlook, Financial Planning, Manage Client..., Hospital Financial..., Physician Practice..., Hospitals, Recruiting, Customer Service, Mutual Funds, Sales, Retirement Planning
Education
College for Financial Planning 2012 — 2016
Foundations in Financial Planning, Registered Para Planner, 3.0
Raymond James - St. Petersburg, FL 2010 — 2011
Certification, Client relations; technology, brokerage operational, management and marketing
Northwestern Oklahoma State University 1997 — 1998
Business, Management, Marketing, and Related Support Services, 4.0
Laser Vision Center, Inc. St, Louis MO
Refractive Coordinator Training, Ophthalmology Marketing and Consulting, 4.0
University of Southern Mississippi
Business Management, 4.0
Dylan T. Gaver, CFP®, CLU®, ChFC®'s Raymond James Financial Inc. Experience September 2013 - April 2014
Job CERTIFIED FINANCIAL PLANNER™ at PNC Financial Services
Industry Investment Management
Experience
PNC Financial Services April 2015 - Present
PNC Financial Services April 2014 - Present
Raymond James Financial Inc. September 2013 - April 2014
Nationwide Financial September 2009 - September 2013
Thrivent Financial March 2008 - September 2009
Citi June 2004 - March 2008
Education
Cornell University
Project Leadership
Northern Kentucky University
BS, Marketing
University of Cincinnati
PNC Financial Services April 2015 - Present
PNC Financial Services April 2014 - Present
Raymond James Financial Inc. September 2013 - April 2014
Nationwide Financial September 2009 - September 2013
Thrivent Financial March 2008 - September 2009
Citi June 2004 - March 2008
Education
Cornell University
Project Leadership
Northern Kentucky University
BS, Marketing
University of Cincinnati
Yang Lu's Raymond James Financial Inc. Experience January 2012 - March 2013
Job Senior Consultant at IBM
Industry Information Technology and Services
Experience
IBM April 2013 - Present
Raymond James Financial Inc. January 2012 - March 2013
AMD October 2008 - March 2009
Skills
C/C++, Java, Python, JavaScript, PHP, Matlab, Ansoft Designer, Linux, Unix, C#, ASP.NET, IBM BPM, Lombardi Teamworks, HTML, CSS, PL/SQL, Testing, Perl, Designers, C, Visual Basic, Programming, Eclipse, SOA, C++, Architecture, Java Enterprise Edition, XML, UML, SQL, Web Services, Agile Methodologies, Websphere, SOAP, Object Oriented Design, Requirements Analysis, DB2, Web Applications, REST, Integration, WebSphere Application..., ODM, WebSphere
Education
University of Florida 2010 — 2011
Master of Science, Electrical and Computer Engineering
East China University of Science and Technology 2009 — 2010
Control Theory and Control Engineering
East China University of Science and Technology 2006 — 2009
Bachelor of Science (B.S.), Electrical Engineering
Donghua University 2005 — 2006
Electrical and Electronics Engineering
Nanyang Model High School 2002 — 2005
IBM April 2013 - Present
Raymond James Financial Inc. January 2012 - March 2013
AMD October 2008 - March 2009
Skills
C/C++, Java, Python, JavaScript, PHP, Matlab, Ansoft Designer, Linux, Unix, C#, ASP.NET, IBM BPM, Lombardi Teamworks, HTML, CSS, PL/SQL, Testing, Perl, Designers, C, Visual Basic, Programming, Eclipse, SOA, C++, Architecture, Java Enterprise Edition, XML, UML, SQL, Web Services, Agile Methodologies, Websphere, SOAP, Object Oriented Design, Requirements Analysis, DB2, Web Applications, REST, Integration, WebSphere Application..., ODM, WebSphere
Education
University of Florida 2010 — 2011
Master of Science, Electrical and Computer Engineering
East China University of Science and Technology 2009 — 2010
Control Theory and Control Engineering
East China University of Science and Technology 2006 — 2009
Bachelor of Science (B.S.), Electrical Engineering
Donghua University 2005 — 2006
Electrical and Electronics Engineering
Nanyang Model High School 2002 — 2005
Nathan Swift's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Student at University of TennesseeKnoxville
Industry Marketing and Advertising
Experience
PricewaterhouseCoopers October 2014 - November 2014
Raymond James Financial Inc. May 2014 - August 2014
Columbia State Community College August 2013 - May 2014
Beverly Burger's Election Campaign (Alderman) June 2013 - October 2013
Skills
Communication, Microsoft Word, Microsoft Excel, PowerPoint, Phone Etiquette, Formal Rules of..., Basic Investment..., QuickBooks, Operating Systems, 941 & 940 Tax..., Customer Relations, Customer Service, Teamwork, Public Speaking, Social Media, Leadership, Public Relations, Time Management, Research, Social Networking, Event Planning
Education
University of Tennessee-Knoxville 2014 — 2016
Bachelor's Degree, College of Business
Columbia State Community College 2012 — 2014
Associate of Science (AS), Political Science and Government
PricewaterhouseCoopers October 2014 - November 2014
Raymond James Financial Inc. May 2014 - August 2014
Columbia State Community College August 2013 - May 2014
Beverly Burger's Election Campaign (Alderman) June 2013 - October 2013
Skills
Communication, Microsoft Word, Microsoft Excel, PowerPoint, Phone Etiquette, Formal Rules of..., Basic Investment..., QuickBooks, Operating Systems, 941 & 940 Tax..., Customer Relations, Customer Service, Teamwork, Public Speaking, Social Media, Leadership, Public Relations, Time Management, Research, Social Networking, Event Planning
Education
University of Tennessee-Knoxville 2014 — 2016
Bachelor's Degree, College of Business
Columbia State Community College 2012 — 2014
Associate of Science (AS), Political Science and Government
Victoria Crago Victoria Crago's Raymond James Financial Inc. Experience June 2007 - August 2007
Job Portfolio Trade Support at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2013 - Present
Edward Jones December 2009 - November 2013
Raymond James Financial Inc. June 2007 - August 2007
Skills
Financial Modeling, Fixed Income, Asset Allocation, Financial Analysis, Series 7, Certified Financial..., Investments, Valuation, Financial Advisory, Bloomberg, Data Analysis, Research, Trading, Microsoft Office, Finance, Leadership
Education
College for Financial Planning 2012 — 2013
Certified Financial Planner
Washington University in St. Louis 2005 — 2009
Bachelor of Science in Business Administration, Finance and International Business
Edward Jones November 2013 - Present
Edward Jones December 2009 - November 2013
Raymond James Financial Inc. June 2007 - August 2007
Skills
Financial Modeling, Fixed Income, Asset Allocation, Financial Analysis, Series 7, Certified Financial..., Investments, Valuation, Financial Advisory, Bloomberg, Data Analysis, Research, Trading, Microsoft Office, Finance, Leadership
Education
College for Financial Planning 2012 — 2013
Certified Financial Planner
Washington University in St. Louis 2005 — 2009
Bachelor of Science in Business Administration, Finance and International Business
James Cutlar's Raymond James Financial Inc. Experience June 2012 - June 2014
Job Sql Developer at US Foods
Industry Computer Software
Experience
Raymond James Financial Inc. June 2012 - June 2014
US Foods December 2011 - May 2012
Northrop Grumman Information Systems June 2011 - December 2011
Raymond James April 2010 - April 2011
Federated Investors September 2008 - April 2010
CDG May 2008 - July 2008
General Electric December 2007 - May 2008
BOA Merchants July 2007 - November 2007
Be Quick, Inc February 2007 - June 2007
Cutlar Enterprises December 2005 - June 2007
Skills
Data Warehousing, Integration, Software Development, COBOL, SQL, SOA, Microsoft SQL Server, HP NonStop, Databases, Unix, Software Project..., Oracle, Agile Methodologies, ETL, Programming, Visual Studio, SDLC, TACL, Business Analysis, Testing, Visual Basic, Requirements Analysis, DB2, T-SQL
Education
College of Southern Nevada 1981 — 1983
AA
Raymond James Financial Inc. June 2012 - June 2014
US Foods December 2011 - May 2012
Northrop Grumman Information Systems June 2011 - December 2011
Raymond James April 2010 - April 2011
Federated Investors September 2008 - April 2010
CDG May 2008 - July 2008
General Electric December 2007 - May 2008
BOA Merchants July 2007 - November 2007
Be Quick, Inc February 2007 - June 2007
Cutlar Enterprises December 2005 - June 2007
Skills
Data Warehousing, Integration, Software Development, COBOL, SQL, SOA, Microsoft SQL Server, HP NonStop, Databases, Unix, Software Project..., Oracle, Agile Methodologies, ETL, Programming, Visual Studio, SDLC, TACL, Business Analysis, Testing, Visual Basic, Requirements Analysis, DB2, T-SQL
Education
College of Southern Nevada 1981 — 1983
AA
Joseph Saitta Joseph Saitta's Raymond James Financial Inc. Experience August 2014 - January 2015
Job Research Assistant at Cornell University
Industry Investment Banking
Experience
Cornell University August 2015 - Present
Raymond James Financial Inc. August 2014 - January 2015
Mesirow Financial Consulting May 2012 - July 2014
Deloitte September 2010 - May 2012
Barclays Capital June 2009 - August 2009
BNY Mellon May 2008 - August 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Accounting, Financial Reporting, IFRS, Accounting, Financial Analysis, Corporate Finance, Private Equity, Consolidation, Finance, US GAAP, GAAP, Financial Modeling, Microsoft Excel
Education
Cornell University 2015 — 2017
Master's degree, Economic and International Development
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2010
Bachelors, Accounting
Wayne Hills High School 2002 — 2005
Cornell University August 2015 - Present
Raymond James Financial Inc. August 2014 - January 2015
Mesirow Financial Consulting May 2012 - July 2014
Deloitte September 2010 - May 2012
Barclays Capital June 2009 - August 2009
BNY Mellon May 2008 - August 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Accounting, Financial Reporting, IFRS, Accounting, Financial Analysis, Corporate Finance, Private Equity, Consolidation, Finance, US GAAP, GAAP, Financial Modeling, Microsoft Excel
Education
Cornell University 2015 — 2017
Master's degree, Economic and International Development
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2010
Bachelors, Accounting
Wayne Hills High School 2002 — 2005
Victoria Waliczek's Raymond James Financial Inc. Experience May 2008 - December 2014
Job Operations Manager, Executive Assistant, Office Manager and Personal Assistant at Nova Capital Management USA, LLC
Industry Investment Banking
Experience
Nova Capital Management US, LLC January 2014 - July 2015
Raymond James Financial Inc. May 2008 - December 2014
Education
DePaul University
Joliet School Of Nursing/JJC
Nova Capital Management US, LLC January 2014 - July 2015
Raymond James Financial Inc. May 2008 - December 2014
Education
DePaul University
Joliet School Of Nursing/JJC
Rhea Aquino Seppelt Rhea Aquino Seppelt's Raymond James Financial Inc. Experience August 2009 - December 2009
Job Vice President of Operations at Seppelt Way
Industry Retail
Experience
Seppelt Way August 2014 - Present
The Mosaic Company June 2011 - October 2011
Openrange Communications April 2011 - May 2011
Primerica October 2010 - May 2011
Express Satellite Services, Inc. March 2010 - April 2010
Raymond James Financial Inc. August 2009 - December 2009
Comcast May 2005 - July 2009
Professional Bureau of Collections June 2004 - April 2005
Skills
Training, Customer Service, Access, Human Resources, Outlook, Windows 7, Microsoft Excel, Call Centers, Sales, Process Improvement, Customer Satisfaction, Networking, Team Leadership, Technical Support, Process Scheduler, Operations Management, Leadership
Education
Community College of Aurora 2006 — 2011
Associate's Degree, General Studies
Smoky Hill High School 2000 — 2004
Diploma, General Studies
Florida Institute of Technology
Bachelor of Science (BS), Business Administration and Management, General
Seppelt Way August 2014 - Present
The Mosaic Company June 2011 - October 2011
Openrange Communications April 2011 - May 2011
Primerica October 2010 - May 2011
Express Satellite Services, Inc. March 2010 - April 2010
Raymond James Financial Inc. August 2009 - December 2009
Comcast May 2005 - July 2009
Professional Bureau of Collections June 2004 - April 2005
Skills
Training, Customer Service, Access, Human Resources, Outlook, Windows 7, Microsoft Excel, Call Centers, Sales, Process Improvement, Customer Satisfaction, Networking, Team Leadership, Technical Support, Process Scheduler, Operations Management, Leadership
Education
Community College of Aurora 2006 — 2011
Associate's Degree, General Studies
Smoky Hill High School 2000 — 2004
Diploma, General Studies
Florida Institute of Technology
Bachelor of Science (BS), Business Administration and Management, General
Gabriela Nappo Gabriela Nappo's Raymond James Financial Inc. Experience January 2010 - April 2013
Job Senior Mortgage Banker
Industry Banking
Experience
BBMC Mortgage October 2014 - Present
Proficio Mortgage Ventures, LLC December 2010 - October 2014
Raymond James Financial Inc. January 2010 - April 2013
Bryant & Stratton College September 2010 - March 2013
AmeriCorps June 2010 - August 2010
Cleveland Heights-University Heights School District September 2009 - May 2010
Auburn Career Center October 2008 - March 2009
Workplace Media, Inc July 2008 - March 2009
Kent State University December 2007 - March 2008
Education
Cleveland State University 2012 — 2014
M.A.
John Carroll University 2009 — 2011
M.A.
Kent State University 2004 — 2008
B.A.
BBMC Mortgage October 2014 - Present
Proficio Mortgage Ventures, LLC December 2010 - October 2014
Raymond James Financial Inc. January 2010 - April 2013
Bryant & Stratton College September 2010 - March 2013
AmeriCorps June 2010 - August 2010
Cleveland Heights-University Heights School District September 2009 - May 2010
Auburn Career Center October 2008 - March 2009
Workplace Media, Inc July 2008 - March 2009
Kent State University December 2007 - March 2008
Education
Cleveland State University 2012 — 2014
M.A.
John Carroll University 2009 — 2011
M.A.
Kent State University 2004 — 2008
B.A.
Kathryn Wyant's Raymond James Financial Inc. Experience June 2015 - Present
Job Alternative Investments Group Product Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2014 - Present
ConAgra Foods May 2013 - August 2013
AT&T Cotton Bowl December 2012 - January 2013
PAM Transport July 2012 - December 2012
Camp Longhorn June 2012 - July 2012
Beal Bank May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Access, Teamwork, Data Analysis, Customer Service, Leadership, Analysis, Financial Modeling, Time Management, Financial Reporting, Research, Team Leadership, Finance, Public Speaking, Inventory Management, Sales, Marketing, Forecasting, Retail, Accounting, Hostage Negotiation
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.6
Collin County Community College 2009 — 2010
General Education classes, General Studies, 3.9
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2014 - Present
ConAgra Foods May 2013 - August 2013
AT&T Cotton Bowl December 2012 - January 2013
PAM Transport July 2012 - December 2012
Camp Longhorn June 2012 - July 2012
Beal Bank May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Access, Teamwork, Data Analysis, Customer Service, Leadership, Analysis, Financial Modeling, Time Management, Financial Reporting, Research, Team Leadership, Finance, Public Speaking, Inventory Management, Sales, Marketing, Forecasting, Retail, Accounting, Hostage Negotiation
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.6
Collin County Community College 2009 — 2010
General Education classes, General Studies, 3.9
Lewis Bettman III's Raymond James Financial Inc. Experience 2009 - Present
Job Associate Vice President Investments at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2009 - Present
Wachovia Securities 1984 - 2009
Skills
Investments, Strategy
Education
Washington University in St. Louis 1954 — 1958
Bachelor of Arts (BA), Political Science and Government
Cornell University 1953 — 1953
Political Science and Government
Raymond James Financial Inc. 2009 - Present
Wachovia Securities 1984 - 2009
Skills
Investments, Strategy
Education
Washington University in St. Louis 1954 — 1958
Bachelor of Arts (BA), Political Science and Government
Cornell University 1953 — 1953
Political Science and Government
Stephanie Vandenberge's Raymond James Financial Inc. Experience June 2007 - January 2009
Job Billing Coordinator at ConTemporaries, Inc.
Industry Staffing and Recruiting
Experience
ConTemporaries December 2010 - Present
Raymond James Financial Inc. June 2007 - January 2009
Raymond James Financial Inc. July 2006 - June 2007
Skills
Invoicing, Accounts Receivable, Project Accounting, Cash Receipts, Accounts Payable, Invoice Processing, Data Analysis, Strategic Financial..., Time Management, Payroll, Insurance
Education
College for Financial Planning 2007 — 2007
Registered Paraplanner, Financial Planning and Services
Stevenson University 2003 — 2007
Bachelor's Degree, Business Administration and Management, General
ConTemporaries December 2010 - Present
Raymond James Financial Inc. June 2007 - January 2009
Raymond James Financial Inc. July 2006 - June 2007
Skills
Invoicing, Accounts Receivable, Project Accounting, Cash Receipts, Accounts Payable, Invoice Processing, Data Analysis, Strategic Financial..., Time Management, Payroll, Insurance
Education
College for Financial Planning 2007 — 2007
Registered Paraplanner, Financial Planning and Services
Stevenson University 2003 — 2007
Bachelor's Degree, Business Administration and Management, General
Andrew Lantz Andrew Lantz's Raymond James Financial Inc. Experience May 2014 - Present
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Banking
Experience
Raymond James Financial Inc. May 2014 - Present
Aon Hewitt June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Matlab, English, Research, Access
Education
Davidson College 2010 — 2014
Mathematics
Webb School of California 2007 — 2010
High School Diploma
Raymond James Financial Inc. May 2014 - Present
Aon Hewitt June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Matlab, English, Research, Access
Education
Davidson College 2010 — 2014
Mathematics
Webb School of California 2007 — 2010
High School Diploma
Joseph Eltahawy Joseph Eltahawy's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2014 - Present
Cantor Fitzgerald October 2013 - August 2014
Raymond James Financial Inc. June 2012 - August 2012
Tiberend Strategic Advisors, Inc. June 2011 - August 2011
Winthrop-University Hospital June 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Valuation, Corporate Finance, Economics, Financial Analysis, Investment Banking, Capital Markets, Microsoft Excel, PowerPoint, Equities, Fixed Income
Education
Cornell University 2009 — 2013
Bachelor of Science (BS), Applied Economics and Management
Syosset
RBC Capital Markets August 2014 - Present
Cantor Fitzgerald October 2013 - August 2014
Raymond James Financial Inc. June 2012 - August 2012
Tiberend Strategic Advisors, Inc. June 2011 - August 2011
Winthrop-University Hospital June 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Valuation, Corporate Finance, Economics, Financial Analysis, Investment Banking, Capital Markets, Microsoft Excel, PowerPoint, Equities, Fixed Income
Education
Cornell University 2009 — 2013
Bachelor of Science (BS), Applied Economics and Management
Syosset
Anne Sunseri Anne Sunseri's Raymond James Financial Inc. Experience August 2007 - March 2012
Job Research Associate at Allegis Partners
Industry Staffing and Recruiting
Experience
Allegis Partners November 2014 - Present
Seanachai Theatre Company January 2005 - Present
Allegis Partners July 2013 - November 2014
Major, Lindsey & Africa April 2012 - July 2014
Raymond James Financial Inc. August 2007 - March 2012
Holly's American Bistro October 2005 - May 2007
Raymond James Financial Inc. March 2002 - October 2005
Illinois Mental Health Counselors Association December 2001 - September 2003
Skills
Customer Service, Microsoft Office, Legal Research, Event Management, Legal Writing, Outlook, Office Management, Executive Search, Event Planning, Marketing, Legal Assistance, Fundraising, Public Speaking, Non-profits, Talent Acquisition, Human Resources, Organizational..., Marketing Communications, Recruiting, Sourcing
Education
Columbia College Chicago 2002 — 2005
Bachelor of Arts (B.A.), Theatre/Theater
Western Michigan University 2000 — 2001
Theatre/Theater
Lake Forest High School 1996 — 2000
--, --
Allegis Partners November 2014 - Present
Seanachai Theatre Company January 2005 - Present
Allegis Partners July 2013 - November 2014
Major, Lindsey & Africa April 2012 - July 2014
Raymond James Financial Inc. August 2007 - March 2012
Holly's American Bistro October 2005 - May 2007
Raymond James Financial Inc. March 2002 - October 2005
Illinois Mental Health Counselors Association December 2001 - September 2003
Skills
Customer Service, Microsoft Office, Legal Research, Event Management, Legal Writing, Outlook, Office Management, Executive Search, Event Planning, Marketing, Legal Assistance, Fundraising, Public Speaking, Non-profits, Talent Acquisition, Human Resources, Organizational..., Marketing Communications, Recruiting, Sourcing
Education
Columbia College Chicago 2002 — 2005
Bachelor of Arts (B.A.), Theatre/Theater
Western Michigan University 2000 — 2001
Theatre/Theater
Lake Forest High School 1996 — 2000
--, --
Michelle Kraics Michelle Kraics's Raymond James Financial Inc. Experience October 2013 - Present
Job Director of Acquisitions at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Citigroup August 2010 - September 2013
Related Capital Company June 2005 - July 2010
Skills
Asset Managment, Real Estate Economics, Capital Markets, Due Diligence, Financial Modeling, Asset Management, Private Equity, Real Estate Due..., Real Estate Transactions, Real Estate Financing
Education
Columbia University in the City of New York 2001 — 2005
Bachelors of Science, Economics
Ward Melville High School 1997 — 2001
Raymond James Financial Inc. October 2013 - Present
Citigroup August 2010 - September 2013
Related Capital Company June 2005 - July 2010
Skills
Asset Managment, Real Estate Economics, Capital Markets, Due Diligence, Financial Modeling, Asset Management, Private Equity, Real Estate Due..., Real Estate Transactions, Real Estate Financing
Education
Columbia University in the City of New York 2001 — 2005
Bachelors of Science, Economics
Ward Melville High School 1997 — 2001
Janice L. Henderson Janice L. Henderson's Raymond James Financial Inc. Experience 1994 - Present
Job CERTIFIED FINANCIAL PLANNER (TM)
Industry Financial Services
Experience
Law & Associates, Inc. November 1994 - Present
Law & Associates, Inc. 1994 - Present
Raymond James Financial Inc. 1994 - Present
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Microsoft Excel, Microsoft Office, Risk Management, Customer Service, Management, Marketing, Project Management, Public Speaking, Research, Strategic Planning, Social Media, Investments, Investment Management
Education
College for Financial Planning 1992 — 1994
Certified Financial Planner (CFP®), Certified Financial Planning
Columbia Union College 1981 — 1986
Bachelor of Business Administration (BBA), Business Administration
Law & Associates, Inc. November 1994 - Present
Law & Associates, Inc. 1994 - Present
Raymond James Financial Inc. 1994 - Present
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Microsoft Excel, Microsoft Office, Risk Management, Customer Service, Management, Marketing, Project Management, Public Speaking, Research, Strategic Planning, Social Media, Investments, Investment Management
Education
College for Financial Planning 1992 — 1994
Certified Financial Planner (CFP®), Certified Financial Planning
Columbia Union College 1981 — 1986
Bachelor of Business Administration (BBA), Business Administration
Sean McQuinn Sean McQuinn's Raymond James Financial Inc. Experience January 1995 - January 1997
Job Owner of Financial Planning Technologies
Industry Computer Software
Experience
Financial Planning Technologies June 2003 - Present
JW Cole Financial, Inc. July 2013 - May 2014
Raymond James & Associates January 1997 - June 2003
Raymond James Financial, Inc January 1995 - January 1997
Raymond James Financial, Inc January 1992 - January 1995
Skills
Project Management, Software Training, .Net, Business Analysis, Public Speaking, Troubleshooting, Procurement, Portfolio Management, Hands-on Training, Wealth Management, SaaS, Investments, Start-ups, .NET, Asset Allocation, Management, Risk Management
Education
College for Financial Planning 2001 — 2003
CFP, Financial Planning
University of Florida 1988 — 1992
B.S., Economics
Financial Planning Technologies June 2003 - Present
JW Cole Financial, Inc. July 2013 - May 2014
Raymond James & Associates January 1997 - June 2003
Raymond James Financial, Inc January 1995 - January 1997
Raymond James Financial, Inc January 1992 - January 1995
Skills
Project Management, Software Training, .Net, Business Analysis, Public Speaking, Troubleshooting, Procurement, Portfolio Management, Hands-on Training, Wealth Management, SaaS, Investments, Start-ups, .NET, Asset Allocation, Management, Risk Management
Education
College for Financial Planning 2001 — 2003
CFP, Financial Planning
University of Florida 1988 — 1992
B.S., Economics
Brad Rundbaken's Raymond James Financial Inc. Experience July 2003 - February 2005
Job Director of Compliance & Lead Advisor at S&G Wealth Management, LLC
Industry Financial Services
Experience
S&G Wealth Management, LLC January 2015 - Present
Tuttle Tactical Management January 2014 - Present
Tuttle Wealth Management January 2014 - Present
CTC, LLC June 2012 - December 2013
Diversified Resource Group January 2005 - May 2012
Charleston Market Report, LLC August 2005 - August 2010
Atlantic Appraisals March 2005 - September 2006
Raymond James Financial Inc. July 2003 - February 2005
Wachovia Securities Private Client Group April 1999 - July 2002
Skills
Public Speaking, Market Research, Technical Analysis, Tactical Asset..., ETFs, Risk Management
Education
College of Charleston 1989 — 1994
Bachelor of Science, Business Administration
S&G Wealth Management, LLC January 2015 - Present
Tuttle Tactical Management January 2014 - Present
Tuttle Wealth Management January 2014 - Present
CTC, LLC June 2012 - December 2013
Diversified Resource Group January 2005 - May 2012
Charleston Market Report, LLC August 2005 - August 2010
Atlantic Appraisals March 2005 - September 2006
Raymond James Financial Inc. July 2003 - February 2005
Wachovia Securities Private Client Group April 1999 - July 2002
Skills
Public Speaking, Market Research, Technical Analysis, Tactical Asset..., ETFs, Risk Management
Education
College of Charleston 1989 — 1994
Bachelor of Science, Business Administration
Evan Golden's Raymond James Financial Inc. Experience July 2014 - Present
Job Investment Banking Analyst at Raymond James
Industry Oil & Energy
Experience
Raymond James Financial Inc. July 2014 - Present
Rackspace, the Open Cloud Company June 2013 - August 2013
Burkenroad Reports January 2013 - May 2013
Luther King Capital Management June 2012 - August 2012
Senator Kay Bailey Hutchison - United States Senate June 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Microsoft Word, Financial Analysis, PowerPoint, Equity Research, Corporate Development, Aquisition, Business Strategy, Business Analysis, Startup Development, Cloud Computing, Cloud Computing IaaS, Leadership, Thompson One, Spanish, Bloomberg, Microsoft Office, Research, Finance
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
BSM, Finance, General
Comillas Pontifical University / ICADE 2012 — 2013
International Finance
Raymond James Financial Inc. July 2014 - Present
Rackspace, the Open Cloud Company June 2013 - August 2013
Burkenroad Reports January 2013 - May 2013
Luther King Capital Management June 2012 - August 2012
Senator Kay Bailey Hutchison - United States Senate June 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Microsoft Word, Financial Analysis, PowerPoint, Equity Research, Corporate Development, Aquisition, Business Strategy, Business Analysis, Startup Development, Cloud Computing, Cloud Computing IaaS, Leadership, Thompson One, Spanish, Bloomberg, Microsoft Office, Research, Finance
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
BSM, Finance, General
Comillas Pontifical University / ICADE 2012 — 2013
International Finance
Jitendra Kharé's Raymond James Financial Inc. Experience March 2014 - Present
Job Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial Inc. March 2014 - Present
CoAdvantage 2013 - 2014
The Nielsen Company April 2012 - August 2013
Wipro Technologies 2012 - 2012
Progressive Insurance 2004 - 2011
Brulant, Inc 1997 - 2003
Deloitte & Touche LLP 1996 - 1997
Skills
Enterprise Architecture, SOA, Application Architecture, IT Strategy, Software Development, Project Management, IT Business Strategy, SOA Governance, IT Financial Management, IT Service Management, IT Outsourcing, IT Management, FMEA, Change Management, Root Cause Analysis, Organizational Design, Organizational..., Software Project..., Information Technology, Architecture, Resource Management, Solution Architecture, Web Services, Microsoft SQL Server, Architectures, Business Analysis, Consulting, SDLC
Education
University of Tampa - John H. Sykes College of Business 2009 — 2011
Executive MBA, Business Administration
Cleveland State University
MS, Computer Science
Cleveland State University
MS, Civil Engineering
SGGS College of Engineering & Technology
BE, Civil Engineering
Raymond James Financial Inc. March 2014 - Present
CoAdvantage 2013 - 2014
The Nielsen Company April 2012 - August 2013
Wipro Technologies 2012 - 2012
Progressive Insurance 2004 - 2011
Brulant, Inc 1997 - 2003
Deloitte & Touche LLP 1996 - 1997
Skills
Enterprise Architecture, SOA, Application Architecture, IT Strategy, Software Development, Project Management, IT Business Strategy, SOA Governance, IT Financial Management, IT Service Management, IT Outsourcing, IT Management, FMEA, Change Management, Root Cause Analysis, Organizational Design, Organizational..., Software Project..., Information Technology, Architecture, Resource Management, Solution Architecture, Web Services, Microsoft SQL Server, Architectures, Business Analysis, Consulting, SDLC
Education
University of Tampa - John H. Sykes College of Business 2009 — 2011
Executive MBA, Business Administration
Cleveland State University
MS, Computer Science
Cleveland State University
MS, Civil Engineering
SGGS College of Engineering & Technology
BE, Civil Engineering
Andy Faught's Raymond James Financial Inc. Experience 2012 - November 2013
Job IT Contractor
Industry Information Technology and Services
Experience
American Express/Serve November 2014 - April 2015
Raymond James Financial Inc. 2012 - November 2013
Raymond James Financial Inc. 2006 - 2012
Raymond James Financial Inc. 2002 - 2006
Raymond James Financial Inc. November 1997 - 2002
Raymond James Financial Inc. October 1992 - October 1997
Raymond James Financial Inc. October 1990 - 1992
Skills
Cisco Technologies, VPN, Windows Server, TCP/IP, WAN, Switches, Infrastructure, Networking, Hardware, System Administration, ITIL, Visio, Data Center, Cisco Routers, CA Spectrum, Microsoft Office, Software Documentation, Network Administration, Technical Support, NetIQ AppManager, SharePoint, Operating Systems, Telecommunications, Event Monitoring, System Monitoring, CA eHealth, Infrastructure..., Cabling, Software Installation
Education
St. Petersburg College
CompTIA Network + and Agile Developement
Associated Builders and Contractors - Electrical Apprenticeship
Electrical Apprenticeship, Master Electrician
Dallas County Community College
Electrical Theory
Illinois Central College
American Express/Serve November 2014 - April 2015
Raymond James Financial Inc. 2012 - November 2013
Raymond James Financial Inc. 2006 - 2012
Raymond James Financial Inc. 2002 - 2006
Raymond James Financial Inc. November 1997 - 2002
Raymond James Financial Inc. October 1992 - October 1997
Raymond James Financial Inc. October 1990 - 1992
Skills
Cisco Technologies, VPN, Windows Server, TCP/IP, WAN, Switches, Infrastructure, Networking, Hardware, System Administration, ITIL, Visio, Data Center, Cisco Routers, CA Spectrum, Microsoft Office, Software Documentation, Network Administration, Technical Support, NetIQ AppManager, SharePoint, Operating Systems, Telecommunications, Event Monitoring, System Monitoring, CA eHealth, Infrastructure..., Cabling, Software Installation
Education
St. Petersburg College
CompTIA Network + and Agile Developement
Associated Builders and Contractors - Electrical Apprenticeship
Electrical Apprenticeship, Master Electrician
Dallas County Community College
Electrical Theory
Illinois Central College
Brian Arthur's Raymond James Financial Inc. Experience November 2012 - Present
Job Vice President Internal Sales at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
UBS April 2006 - July 2012
Prudential Bank & Trust 1990 - 2004
Prudential Bank 1990 - 2004
Skills
Product Management, Product Development, Strategic Planning, Business Analysis, P&L Management, Financial Modeling, Customer Relations, Team Building, Customer Service, Analytics, Competitive Analysis, Banking, Credit, Finance, Financial Services, Investments, Management, Portfolio Management, Risk Management, Securities, Wealth Management
Education
Emory University - Goizueta Business School 1989 — 1991
MBA, Finance and Financial Management Services
Clemson University 1985 — 1989
B.S., Financial Management
Raymond James Financial Inc. November 2012 - Present
UBS April 2006 - July 2012
Prudential Bank & Trust 1990 - 2004
Prudential Bank 1990 - 2004
Skills
Product Management, Product Development, Strategic Planning, Business Analysis, P&L Management, Financial Modeling, Customer Relations, Team Building, Customer Service, Analytics, Competitive Analysis, Banking, Credit, Finance, Financial Services, Investments, Management, Portfolio Management, Risk Management, Securities, Wealth Management
Education
Emory University - Goizueta Business School 1989 — 1991
MBA, Finance and Financial Management Services
Clemson University 1985 — 1989
B.S., Financial Management
Bonnie Summers's Raymond James Financial Inc. Experience May 2013 - Present
Job Reconciliation Associate at Raymond James Financial Inc.
Industry Accounting
Experience
Raymond James Financial Inc. May 2013 - Present
Corporate Recruiters October 2012 - May 2013
Sinclair Broadcast Group August 2007 - August 2012
Sinclair Broadcast Group August 2007 - August 2012
Skills
Accounts Receivable, Accounts Payable, Invoicing, Financial Reporting, Accounting, Credit, Microsoft Excel, Management, Budgets, Customer Service, Financial Analysis, Strategic Planning, PowerPoint, Business Analysis, Leadership, Data Entry, Microsoft Office, Team Leadership, Negotiation, Microsoft Word, Analysis, Outlook, Account Reconciliation
Education
Northwood University 2008 — 2010
Bachelor of Business, Management
Delta College 2004 — 2008
Associate in Business, Accounting
Raymond James Financial Inc. May 2013 - Present
Corporate Recruiters October 2012 - May 2013
Sinclair Broadcast Group August 2007 - August 2012
Sinclair Broadcast Group August 2007 - August 2012
Skills
Accounts Receivable, Accounts Payable, Invoicing, Financial Reporting, Accounting, Credit, Microsoft Excel, Management, Budgets, Customer Service, Financial Analysis, Strategic Planning, PowerPoint, Business Analysis, Leadership, Data Entry, Microsoft Office, Team Leadership, Negotiation, Microsoft Word, Analysis, Outlook, Account Reconciliation
Education
Northwood University 2008 — 2010
Bachelor of Business, Management
Delta College 2004 — 2008
Associate in Business, Accounting
Klara Leon, CFP®, CRPC®'s Raymond James Financial Inc. Experience August 2012 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. August 2012 - Present
Merrill Lynch September 2004 - August 2012
Skills
Retirement Planning, Series 7, Investments, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Strategies, Retirement, Securities, Financial Services, Entrepreneurship, Investment Advisory, Series 63, Mutual Funds, Series 65, Saving for Education, 401k Rollovers, PowerPoint, Alternative Investments, Strategic Financial..., Financial Advisory, Equities, Certified Financial...
Education
Montclair State University 2001 — 2005
College for Financial Planning
CRPC®, Finance
Raymond James Financial Inc. August 2012 - Present
Merrill Lynch September 2004 - August 2012
Skills
Retirement Planning, Series 7, Investments, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Strategies, Retirement, Securities, Financial Services, Entrepreneurship, Investment Advisory, Series 63, Mutual Funds, Series 65, Saving for Education, 401k Rollovers, PowerPoint, Alternative Investments, Strategic Financial..., Financial Advisory, Equities, Certified Financial...
Education
Montclair State University 2001 — 2005
College for Financial Planning
CRPC®, Finance
Kenneth Goldberger's Raymond James Financial Inc. Experience July 2013 - Present
Job VP, Financial Institutions Trading at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. July 2013 - Present
Independent August 2009 - Present
E*TRADE Financial 1997 - August 2009
Cohig and Associates 1993 - 1997
Rodman & Renshaw 1982 - 1987
Education
UIC 2001 — 2003
MS Public Health Sciences/Environmental Science, Solid Waste Mangement
DePaul University 1984 — 1987
BA, Financial Management
University of Iowa 1982 — 1984
General Studies
Deerfield High School
Raymond James Financial Inc. July 2013 - Present
Independent August 2009 - Present
E*TRADE Financial 1997 - August 2009
Cohig and Associates 1993 - 1997
Rodman & Renshaw 1982 - 1987
Education
UIC 2001 — 2003
MS Public Health Sciences/Environmental Science, Solid Waste Mangement
DePaul University 1984 — 1987
BA, Financial Management
University of Iowa 1982 — 1984
General Studies
Deerfield High School
Steve Brenner's Raymond James Financial Inc. Experience September 2012 - March 2013
Job Quality Assurance Analyst
Industry Information Technology and Services
Experience
MetLife January 2014 - Present
VeriFone October 2013 - December 2013
Health Plan Services March 2013 - July 2013
Raymond James Financial Inc. September 2012 - March 2013
JPMorgan Chase June 2011 - April 2012
Fidelity Investments May 2011 - June 2011
J.P Morgan Chase November 2009 - May 2011
HSBC 2008 - 2009
HSBC Technology Services 2006 - 2009
HSBC 2006 - 2008
Skills
Quality Center, SDLC, Visio, Agile Methodologies, Testing, SharePoint, Software Documentation, Quality Assurance, Regression Testing, SQL, System Testing, Test Planning, Analysis, Requirements Gathering, MS Project, Manual Testing, Access, Test Automation, DB2, Mainframe, User Acceptance Testing, COBOL, Business Requirements, Requirements Analysis, IT Management, JCL, Resource Management, Waterfall, Systems Analysis
Education
DePauw University 1976 — 1980
BS Economics, Major Economics Minor Computer Science
MetLife January 2014 - Present
VeriFone October 2013 - December 2013
Health Plan Services March 2013 - July 2013
Raymond James Financial Inc. September 2012 - March 2013
JPMorgan Chase June 2011 - April 2012
Fidelity Investments May 2011 - June 2011
J.P Morgan Chase November 2009 - May 2011
HSBC 2008 - 2009
HSBC Technology Services 2006 - 2009
HSBC 2006 - 2008
Skills
Quality Center, SDLC, Visio, Agile Methodologies, Testing, SharePoint, Software Documentation, Quality Assurance, Regression Testing, SQL, System Testing, Test Planning, Analysis, Requirements Gathering, MS Project, Manual Testing, Access, Test Automation, DB2, Mainframe, User Acceptance Testing, COBOL, Business Requirements, Requirements Analysis, IT Management, JCL, Resource Management, Waterfall, Systems Analysis
Education
DePauw University 1976 — 1980
BS Economics, Major Economics Minor Computer Science
Brett Floyd's Raymond James Financial Inc. Experience May 2006 - April 2009
Job Regional Director at Delaware Investments, a member of Macquarie Group
Industry Financial Services
Experience
Delaware Investments February 2014 - Present
Delaware Investments, a member of the Macquarie Group February 2011 - February 2014
Vanguard November 2009 - December 2010
Raymond James Financial Inc. May 2006 - April 2009
Skills
Retirement Planning, Insurance, Employee Benefits, Retirement, Fixed Annuities, Investments, Asset Allocation, Wealth Management, Financial Analysis, Series 63, Mutual Funds, 401k, Series 65, Training, Equities, Coaching, Strategic Financial..., Account Management, Alternative Investments, Investment Strategies, Series 7, Uniform Combined State..., Financial Planning
Education
Pennsylvania State University-Smeal College of Business 2010 — 2013
MBA, Finance
Clemson University - College of Business and Behavioral Science 1998 — 2002
Bachelor of Science, Business Management
Delaware Investments February 2014 - Present
Delaware Investments, a member of the Macquarie Group February 2011 - February 2014
Vanguard November 2009 - December 2010
Raymond James Financial Inc. May 2006 - April 2009
Skills
Retirement Planning, Insurance, Employee Benefits, Retirement, Fixed Annuities, Investments, Asset Allocation, Wealth Management, Financial Analysis, Series 63, Mutual Funds, 401k, Series 65, Training, Equities, Coaching, Strategic Financial..., Account Management, Alternative Investments, Investment Strategies, Series 7, Uniform Combined State..., Financial Planning
Education
Pennsylvania State University-Smeal College of Business 2010 — 2013
MBA, Finance
Clemson University - College of Business and Behavioral Science 1998 — 2002
Bachelor of Science, Business Management
Christian Ginez's Raymond James Financial Inc. Experience June 2009 - August 2009
Job Manager, Finance at Intrepid Aviation
Industry Investment Banking
Experience
Intrepid Aviation September 2013 - Present
Wells Fargo Securities June 2010 - June 2013
Raymond James Financial Inc. June 2009 - August 2009
Vista Research, A Standard and Poor's Company March 2008 - June 2008
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Capital Markets, Due Diligence, Corporate Finance, Financial Analysis, Equity Research, Bloomberg, Economics, LBO, Investments, Mergers & Acquisitions, Microsoft Excel, Data Analysis, Analysis, Strategy, Microsoft Office
Education
Dartmouth College 2006 — 2010
A.B., Economics, Government
Intrepid Aviation September 2013 - Present
Wells Fargo Securities June 2010 - June 2013
Raymond James Financial Inc. June 2009 - August 2009
Vista Research, A Standard and Poor's Company March 2008 - June 2008
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Capital Markets, Due Diligence, Corporate Finance, Financial Analysis, Equity Research, Bloomberg, Economics, LBO, Investments, Mergers & Acquisitions, Microsoft Excel, Data Analysis, Analysis, Strategy, Microsoft Office
Education
Dartmouth College 2006 — 2010
A.B., Economics, Government
Rhonda Sentochnik's Raymond James Financial Inc. Experience August 2009 - Present
Job Municipal Underwriting at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. August 2009 - Present
Goldman Sachs September 1986 - January 2009
Skills
Bonds, Series 63, Series 7, Fixed Income, Securities, Capital Markets, Bloomberg, Underwriting, Investment Banking, Investments, FINRA, Financial Services, Alternative Investments, Team Leadership, Strategic Planning, Funding, Valuation, Portfolio Management
Education
Dowling College 1999 — 2004
MS, Secondary Education
Pace University - Lubin School of Business 1985 — 1992
BBA, Marketing
Raymond James Financial Inc. August 2009 - Present
Goldman Sachs September 1986 - January 2009
Skills
Bonds, Series 63, Series 7, Fixed Income, Securities, Capital Markets, Bloomberg, Underwriting, Investment Banking, Investments, FINRA, Financial Services, Alternative Investments, Team Leadership, Strategic Planning, Funding, Valuation, Portfolio Management
Education
Dowling College 1999 — 2004
MS, Secondary Education
Pace University - Lubin School of Business 1985 — 1992
BBA, Marketing
Hermes P Aliganga Jr.'s Raymond James Financial Inc. Experience February 2012 - Present
Job Performance Engineer at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. February 2012 - Present
Phh Mortgage September 2007 - January 2012
Skills
Quality Center, Software Quality..., User Acceptance Testing, Test Planning, Regression Testing, SDLC, Test Cases, Waterfall, Quality Assurance, Test Automation, Manual Testing, Test Management, System Testing, Defect Tracking, Test Strategy, Agile Methodologies, Testing, Requirements Analysis, Performance Testing
Education
Drexel University 2000 — 2005
Bachelor's degree, Information Science and Technology
Raymond James Financial Inc. February 2012 - Present
Phh Mortgage September 2007 - January 2012
Skills
Quality Center, Software Quality..., User Acceptance Testing, Test Planning, Regression Testing, SDLC, Test Cases, Waterfall, Quality Assurance, Test Automation, Manual Testing, Test Management, System Testing, Defect Tracking, Test Strategy, Agile Methodologies, Testing, Requirements Analysis, Performance Testing
Education
Drexel University 2000 — 2005
Bachelor's degree, Information Science and Technology
Alexander Guyton's Raymond James Financial Inc. Experience April 2012 - June 2013
Job Investment Banking Associate
Industry Financial Services
Experience
Bailey Southwell & Co. June 2015 - Present
Council Capital October 2013 - August 2014
Raymond James Financial Inc. April 2012 - June 2013
Morgan Keegan January 2010 - March 2012
Independent Bank August 2009 - December 2009
Skills
Financial Modeling, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Investment Management
Dartmouth College 2005 — 2009
Bachelor of Arts, Economics
Bailey Southwell & Co. June 2015 - Present
Council Capital October 2013 - August 2014
Raymond James Financial Inc. April 2012 - June 2013
Morgan Keegan January 2010 - March 2012
Independent Bank August 2009 - December 2009
Skills
Financial Modeling, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Investment Management
Dartmouth College 2005 — 2009
Bachelor of Arts, Economics
Edward Wendel's Raymond James Financial Inc. Experience May 2011 - February 2013
Job Senior Associate Equity Research at Citi
Industry Investment Management
Experience
Citi October 2014 - Present
Summer Street Capital Partners March 2013 - July 2014
Raymond James Financial Inc. May 2011 - February 2013
Chiron Partners January 2010 - May 2011
Chaffe & Associates, Inc. September 2008 - May 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Equity Research, Bloomberg, Due Diligence, LBO, Corporate Finance, Equities, Mergers & Acquisitions
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Masters, Finance
Tulane University 2004 — 2008
Bachelor of Science in Management, Finance
Cornell University 2005 — 2005
Ellenville High School
Citi October 2014 - Present
Summer Street Capital Partners March 2013 - July 2014
Raymond James Financial Inc. May 2011 - February 2013
Chiron Partners January 2010 - May 2011
Chaffe & Associates, Inc. September 2008 - May 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Equity Research, Bloomberg, Due Diligence, LBO, Corporate Finance, Equities, Mergers & Acquisitions
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Masters, Finance
Tulane University 2004 — 2008
Bachelor of Science in Management, Finance
Cornell University 2005 — 2005
Ellenville High School
Alex Lanes's Raymond James Financial Inc. Experience June 2012 - July 2012
Job Student at Cornell University
Industry Financial Services
Experience
Raymond James Financial Inc. June 2012 - July 2012
Treasury Partners September 2011 - December 2011
Federal Reserve Board June 2011 - July 2011
Skills
Politics, Microsoft Office, Financial Modeling
Education
Cornell University 2009 — 2013
Raymond James Financial Inc. June 2012 - July 2012
Treasury Partners September 2011 - December 2011
Federal Reserve Board June 2011 - July 2011
Skills
Politics, Microsoft Office, Financial Modeling
Education
Cornell University 2009 — 2013
Sallie O'Neill's Raymond James Financial Inc. Experience August 2014 - September 2014
Job Travel Coordinator at Lutheran Servies Florida HeadStart
Industry Real Estate
Experience
Lutheran Services Florida October 2014 - Present
Ocean's International February 2010 - Present
Raymond James Financial Inc. August 2014 - September 2014
Raymond James Financial Inc. May 2014 - June 2014
California State University Dominquez Hills August 2013 - November 2013
Noble Distribution Systems March 2012 - August 2013
Katy Geissert Torrance Public Library January 2011 - July 2011
ConMed Linvatec November 2009 - July 2010
Smith & Nephew May 2009 - November 2009
AAA Auto Club South February 2007 - January 2009
Skills
Administrative..., Human Resources, Event Planning, Office Management, Management, PowerPoint, Temporary Staffing, Time Management, Customer Service, Microsoft Word, Outlook, Spreadsheets, Job Fairs, Networking, Employee Relations, Newsletters, Microsoft Excel, Microsoft Publisher, Nonprofits, Leadership, Sales, Payroll, Invoicing, QuickBooks, Telephone Skills, Hiring, Travel Arrangements, Expense Reports, Calendars, Data Entry, Office Administration, Accounting, Budgets, Negotiation, Logistics, Recruiting, Microsoft Office, Temporary Placement, Training, Office Equipment, Accounts Receivable, Fax, Accounts Payable, Employee Benefits, Calendaring, Resume Writing, Applicant Tracking..., Organization, Events, Non-profits
Education
Hillsborough Community College Continuing Education 2009 — 2010
Coastline Community College 2001 — 2002
Lutheran Services Florida October 2014 - Present
Ocean's International February 2010 - Present
Raymond James Financial Inc. August 2014 - September 2014
Raymond James Financial Inc. May 2014 - June 2014
California State University Dominquez Hills August 2013 - November 2013
Noble Distribution Systems March 2012 - August 2013
Katy Geissert Torrance Public Library January 2011 - July 2011
ConMed Linvatec November 2009 - July 2010
Smith & Nephew May 2009 - November 2009
AAA Auto Club South February 2007 - January 2009
Skills
Administrative..., Human Resources, Event Planning, Office Management, Management, PowerPoint, Temporary Staffing, Time Management, Customer Service, Microsoft Word, Outlook, Spreadsheets, Job Fairs, Networking, Employee Relations, Newsletters, Microsoft Excel, Microsoft Publisher, Nonprofits, Leadership, Sales, Payroll, Invoicing, QuickBooks, Telephone Skills, Hiring, Travel Arrangements, Expense Reports, Calendars, Data Entry, Office Administration, Accounting, Budgets, Negotiation, Logistics, Recruiting, Microsoft Office, Temporary Placement, Training, Office Equipment, Accounts Receivable, Fax, Accounts Payable, Employee Benefits, Calendaring, Resume Writing, Applicant Tracking..., Organization, Events, Non-profits
Education
Hillsborough Community College Continuing Education 2009 — 2010
Coastline Community College 2001 — 2002
Judy E. Alexander, MBA's Raymond James Financial Inc. Experience April 2012 - Present
Job Supervisor II Customer Accounts, Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Bank of America July 2010 - September 2011
Progressive Insurance June 2003 - June 2009
Skills
Process Improvement, Customer Satisfaction, Insurance, Business Analysis, Customer Service, Vendor Management, Performance Management, Team Leadership, Leadership, Business Process..., Training, Risk Management, Team Building, Human Resources, Coaching, Analysis
Education
Saint Leo University 2006 — 2009
MBA, Business Administration
City University of New York-Brooklyn College 1985 — 1989
BSc, Business Management & Finance
Raymond James Financial Inc. April 2012 - Present
Bank of America July 2010 - September 2011
Progressive Insurance June 2003 - June 2009
Skills
Process Improvement, Customer Satisfaction, Insurance, Business Analysis, Customer Service, Vendor Management, Performance Management, Team Leadership, Leadership, Business Process..., Training, Risk Management, Team Building, Human Resources, Coaching, Analysis
Education
Saint Leo University 2006 — 2009
MBA, Business Administration
City University of New York-Brooklyn College 1985 — 1989
BSc, Business Management & Finance
Stephen Simmerer's Raymond James Financial Inc. Experience 2014 - Present
Job Intern/Training at Raymond James Financial Inc.
Industry Investment Management
Experience
Fun Entrepreneur June 2015 - Present
Raymond James Financial Inc. 2014 - Present
Northwestern Mutual December 2013 - May 2014
Put-in-Bay Brewing Co. March 2013 - August 2013
Mojito Bay March 2010 - August 2013
Willie T's September 2010 - April 2013
Camp Micah May 2009 - September 2009
Skills
Human Relationship, Personal Development, Personal Training, Communication, Internal Communications, International Business, Cash Handling Experience, Team Management, Team Leadership, Spanish, Networking, Customer Service, Investments
Education
Cleveland State University 2013 — 2015
Economics
Kent State University 2009 — 2013
Economics
St.Edward HS 2004 — 2007
Fun Entrepreneur June 2015 - Present
Raymond James Financial Inc. 2014 - Present
Northwestern Mutual December 2013 - May 2014
Put-in-Bay Brewing Co. March 2013 - August 2013
Mojito Bay March 2010 - August 2013
Willie T's September 2010 - April 2013
Camp Micah May 2009 - September 2009
Skills
Human Relationship, Personal Development, Personal Training, Communication, Internal Communications, International Business, Cash Handling Experience, Team Management, Team Leadership, Spanish, Networking, Customer Service, Investments
Education
Cleveland State University 2013 — 2015
Economics
Kent State University 2009 — 2013
Economics
St.Edward HS 2004 — 2007
Brandon Rex Cole's Raymond James Financial Inc. Experience January 2014 - December 2014
Job Development Manager at Atlantic | Pacific Communities
Industry Real Estate
Experience
Atlantic Pacific Communities January 2015 - Present
Raymond James Financial Inc. January 2014 - December 2014
Raymond James Financial Inc. March 2013 - December 2013
Raymond James Financial Inc. June 2011 - March 2013
Skills
Asset Management, Public Speaking, Leadership, Valuation, Investments, Financial Analysis, Financial Modeling, Private Equity
Education
Columbia University in the City of New York 2007 — 2011
Sidwell Friends
Atlantic Pacific Communities January 2015 - Present
Raymond James Financial Inc. January 2014 - December 2014
Raymond James Financial Inc. March 2013 - December 2013
Raymond James Financial Inc. June 2011 - March 2013
Skills
Asset Management, Public Speaking, Leadership, Valuation, Investments, Financial Analysis, Financial Modeling, Private Equity
Education
Columbia University in the City of New York 2007 — 2011
Sidwell Friends
Peggy Vanderpool's Raymond James Financial Inc. Experience October 2011 - Present
Job AVP Institutional Sales at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. October 2011 - Present
Newton Capital November 2008 - May 2011
Kurt Salmon Associates January 2004 - November 2008
Sanford C. Bernstein March 1999 - February 2002
HSBC Asset Management September 1996 - March 1999
Skills
Financial Modeling, Asset Management, Capital Markets, Equities, Valuation, Investments, Private Equity, Investment Banking, Portfolio Management, Business Strategy, Strategy, Management Consulting, Mergers & Acquisitions, Management, Financial Analysis, Corporate Finance, Emerging Markets, Strategic Planning
Education
Columbia University - School of International and Public Affairs 1993 — 2006
MIA
Columbia University - Columbia Business School 1994 — 1996
MBA
Raymond James Financial Inc. October 2011 - Present
Newton Capital November 2008 - May 2011
Kurt Salmon Associates January 2004 - November 2008
Sanford C. Bernstein March 1999 - February 2002
HSBC Asset Management September 1996 - March 1999
Skills
Financial Modeling, Asset Management, Capital Markets, Equities, Valuation, Investments, Private Equity, Investment Banking, Portfolio Management, Business Strategy, Strategy, Management Consulting, Mergers & Acquisitions, Management, Financial Analysis, Corporate Finance, Emerging Markets, Strategic Planning
Education
Columbia University - School of International and Public Affairs 1993 — 2006
MIA
Columbia University - Columbia Business School 1994 — 1996
MBA
Daniel Petre's Raymond James Financial Inc. Experience November 2011 - Present
Job Account Transfers Associate
Industry Financial Services
Experience
Raymond James Financial Inc. November 2011 - Present
Freedom Mortgage September 2010 - February 2011
Prudential Financial February 2010 - September 2010
Education
Clarion University of Pennsylvania 2005 — 2009
Bachelors, Real Estate and Finance
Clarion University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (B.B.A.), Real Estate and Finance
Raymond James Financial Inc. November 2011 - Present
Freedom Mortgage September 2010 - February 2011
Prudential Financial February 2010 - September 2010
Education
Clarion University of Pennsylvania 2005 — 2009
Bachelors, Real Estate and Finance
Clarion University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (B.B.A.), Real Estate and Finance
Michele Wieber's Raymond James Financial Inc. Experience December 2009 - June 2011
Job
Industry Investment Management
Experience
Raymond James Financial Inc. December 2009 - June 2011
The Pampered Chef October 1995 - January 2009
Education
Cornell University 1981 — 1985
Bachelor of Science, Applied Economics and Finance
Raymond James Financial Inc. December 2009 - June 2011
The Pampered Chef October 1995 - January 2009
Education
Cornell University 1981 — 1985
Bachelor of Science, Applied Economics and Finance
Angela. Bailey's Raymond James Financial Inc. Experience January 2009 - Present
Job Customer Accounts Liasion at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2009 - Present
Raymond James Financial Inc. January 2008 - Present
TECO PEOPLES GAS August 2004 - September 2006
Morgan Stanley April 1998 - December 2003
Skills
Customer Service
Education
D G Erwin Technical Center 2006 — 2007
CERTIFICATION, Accounting
Hillsborough Community College
Raymond James Financial Inc. January 2009 - Present
Raymond James Financial Inc. January 2008 - Present
TECO PEOPLES GAS August 2004 - September 2006
Morgan Stanley April 1998 - December 2003
Skills
Customer Service
Education
D G Erwin Technical Center 2006 — 2007
CERTIFICATION, Accounting
Hillsborough Community College
Christine Price's Raymond James Financial Inc. Experience 1995 - 2000
Job
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management May 2006 - Present
UBS January 2001 - May 2006
Raymond James Financial Inc. 1995 - 2000
Skills
Series 7, Series 63, Equity Trading, Restricted Stock, Manage Client..., Office Administration, Trading Strategies, Venture Capital, Project Coordination, Database Administration
Education
Colgate University
Bachelor of Arts (BA)
Morgan Stanley Private Wealth Management May 2006 - Present
UBS January 2001 - May 2006
Raymond James Financial Inc. 1995 - 2000
Skills
Series 7, Series 63, Equity Trading, Restricted Stock, Manage Client..., Office Administration, Trading Strategies, Venture Capital, Project Coordination, Database Administration
Education
Colgate University
Bachelor of Arts (BA)
Regina C. Vermeulen, SPHR, CCP's Raymond James Financial Inc. Experience February 2006 - April 2007
Job Senior Human Resources Professional
Industry Information Technology and Services
Experience
Human Resources Management Consultant May 2011 - Present
Orange Business Services April 2007 - April 2011
Raymond James Financial Inc. February 2006 - April 2007
AmSouth Bank (now Regions) June 2004 - February 2006
Human Resources Consulting January 2000 - June 2004
Teachers Federal Credit Union 1997 - 1999
Skills
Project Management, Performance Management, Change Management, Strategic Planning, Program Management, Employee Engagement, Team Leadership, Retention Strategies, Career Development, HR Policies, Labor Relations, FMLA, PeopleSoft, Recruiting, Leadership Development, Employee Training, Conflict Resolution, Cross-functional Team..., New Hire Orientations, Policy, Workforce Planning, Management Consulting, Training, Onboarding, Deferred Compensation, Interviews, Strategy, Compensation & Benefit, Team Building, HR Consulting, Succession Planning, Benefits Administration, Job Descriptions, Vendor Management, Employment Law, Talent Acquisition, Talent Management, Organizational..., Outsourcing, Personnel Management, Process Improvement, Applicant Tracking..., Management, Human Resources, Job Analysis, Strategic HR, Executive Coaching, Organizational..., HRIS, Organizational Design
Education
Dowling College
Bachelor of Business Administration (BBA), HR Management and Business Administration, 3.9
Florida Metropolitan University
Human Resources Management
Human Resources Management Consultant May 2011 - Present
Orange Business Services April 2007 - April 2011
Raymond James Financial Inc. February 2006 - April 2007
AmSouth Bank (now Regions) June 2004 - February 2006
Human Resources Consulting January 2000 - June 2004
Teachers Federal Credit Union 1997 - 1999
Skills
Project Management, Performance Management, Change Management, Strategic Planning, Program Management, Employee Engagement, Team Leadership, Retention Strategies, Career Development, HR Policies, Labor Relations, FMLA, PeopleSoft, Recruiting, Leadership Development, Employee Training, Conflict Resolution, Cross-functional Team..., New Hire Orientations, Policy, Workforce Planning, Management Consulting, Training, Onboarding, Deferred Compensation, Interviews, Strategy, Compensation & Benefit, Team Building, HR Consulting, Succession Planning, Benefits Administration, Job Descriptions, Vendor Management, Employment Law, Talent Acquisition, Talent Management, Organizational..., Outsourcing, Personnel Management, Process Improvement, Applicant Tracking..., Management, Human Resources, Job Analysis, Strategic HR, Executive Coaching, Organizational..., HRIS, Organizational Design
Education
Dowling College
Bachelor of Business Administration (BBA), HR Management and Business Administration, 3.9
Florida Metropolitan University
Human Resources Management
Brad Valentine's Raymond James Financial Inc. Experience February 2009 - June 2010
Job Managing Partner at Valentine Investments, LLC
Industry Investment Management
Experience
Valentine Investments, LLC June 2010 - Present
Raymond James Financial Inc. February 2009 - June 2010
Merrill Lynch August 2000 - February 2009
Fort Worth ISD August 1999 - August 2000
Arlington ISD August 1998 - May 1999
Skills
Wealth Management, Retirement Planning, Mutual Funds, Securities, Management, Investments, Asset Managment, Asset Management, Asset Allocation, Alternative Investments, Capital Markets, Finance, Wealth Management...
Education
Dallas Baptist University 1994 — 1998
Bachelor's degree, History
Valentine Investments, LLC June 2010 - Present
Raymond James Financial Inc. February 2009 - June 2010
Merrill Lynch August 2000 - February 2009
Fort Worth ISD August 1999 - August 2000
Arlington ISD August 1998 - May 1999
Skills
Wealth Management, Retirement Planning, Mutual Funds, Securities, Management, Investments, Asset Managment, Asset Management, Asset Allocation, Alternative Investments, Capital Markets, Finance, Wealth Management...
Education
Dallas Baptist University 1994 — 1998
Bachelor's degree, History
keisha bankhead's Raymond James Financial Inc. Experience May 2000 - November 2004
Job account opening specialists at Comerica Bank
Industry Banking
Experience
Comerica Bank November 2004 - Present
Raymond James Financial Inc. May 2000 - November 2004
Skills
Banking, Accounts Payable, Financial Analysis
Education
Davenport University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Computer and Information Systems Security/Information Assurance
southwestern high school
Comerica Bank November 2004 - Present
Raymond James Financial Inc. May 2000 - November 2004
Skills
Banking, Accounts Payable, Financial Analysis
Education
Davenport University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Computer and Information Systems Security/Information Assurance
southwestern high school
Nick Kypros's Raymond James Financial Inc. Experience August 2013 - August 2014
Job Compliance Analyst at Thermo Fisher Scientific
Industry Logistics and Supply Chain
Experience
Thermo Fisher Scientific August 2014 - Present
Raymond James Financial Inc. August 2013 - August 2014
Livingston International January 2013 - June 2013
J.P. Morgan April 2010 - January 2013
J.P. Morgan January 2006 - April 2010
Quicken Loans January 2005 - June 2005
Raymond James Financial Inc. May 2002 - December 2004
Skills
NAFTA, Management, Import Logistics, Import/Export Operations, Import Export, Import, Export, Metrics, Customer Service, Compliance, Free Trade Agreements, Staff Supervision, Access, Access Database, ECCN, SAP, Microsoft Excel, Customs Regulations, Customs Brokerage, Logistics, Analysis, Analytical Skills, International Logistics, Supply Chain..., Logistics Management, Trade Compliance
Education
Clearwater Christian College 1998 — 2002
Bachelor of Arts (B.A.)
Thermo Fisher Scientific August 2014 - Present
Raymond James Financial Inc. August 2013 - August 2014
Livingston International January 2013 - June 2013
J.P. Morgan April 2010 - January 2013
J.P. Morgan January 2006 - April 2010
Quicken Loans January 2005 - June 2005
Raymond James Financial Inc. May 2002 - December 2004
Skills
NAFTA, Management, Import Logistics, Import/Export Operations, Import Export, Import, Export, Metrics, Customer Service, Compliance, Free Trade Agreements, Staff Supervision, Access, Access Database, ECCN, SAP, Microsoft Excel, Customs Regulations, Customs Brokerage, Logistics, Analysis, Analytical Skills, International Logistics, Supply Chain..., Logistics Management, Trade Compliance
Education
Clearwater Christian College 1998 — 2002
Bachelor of Arts (B.A.)
R. James's Raymond James Financial Inc. Experience 2001 - 2012
Job State Representative at Pennsylvania House of Representatives
Industry Legislative Office
Experience
Pennsylvania House of Representatives December 2012 - Present
Raymond James Financial Inc. 2001 - 2012
Skills
Policy, Government, Strategic Planning, Retirement Planning, Analysis, Leadership, Business Analysis, Financial Analysis, Governance
Education
Clarion University of Pennsylvania
Master of Business Administration (MBA), Management
United States Naval Academy 1966 — 1968
Master of Business Administration (MBA), Economics
Pennsylvania House of Representatives December 2012 - Present
Raymond James Financial Inc. 2001 - 2012
Skills
Policy, Government, Strategic Planning, Retirement Planning, Analysis, Leadership, Business Analysis, Financial Analysis, Governance
Education
Clarion University of Pennsylvania
Master of Business Administration (MBA), Management
United States Naval Academy 1966 — 1968
Master of Business Administration (MBA), Economics
Jennifer Bisson's Raymond James Financial Inc. Experience March 2005 - Present
Job Finance Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2005 - Present
Eckerd February 2002 - March 2005
Eckerd August 2000 - February 2002
Caremark Specialty Pharmacy August 1997 - August 2000
Caremark Specialty Pharmacy January 1994 - August 1997
Skills
Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Forecasting, Corporate Finance, Capital Budgeting, Department Budgeting, Process Improvement, Capex
Education
Columbia College
Bachelor's Degree, Dual Major: Finance & Managment
Raymond James Financial Inc. March 2005 - Present
Eckerd February 2002 - March 2005
Eckerd August 2000 - February 2002
Caremark Specialty Pharmacy August 1997 - August 2000
Caremark Specialty Pharmacy January 1994 - August 1997
Skills
Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Forecasting, Corporate Finance, Capital Budgeting, Department Budgeting, Process Improvement, Capex
Education
Columbia College
Bachelor's Degree, Dual Major: Finance & Managment
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS