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
Ashley Cline Ashley Cline's Raymond James Financial Inc. Experience September 2000 - June 2012
Job Accountant at Chatham Parkway Toyota
Industry Financial Services
Experience
Chatham Parkway Toyota January 2015 - Present
TitleMax Finance May 2014 - October 2014
Springleaf Financial Services October 2013 - May 2014
Raymond James Financial Inc. September 2000 - June 2012
Skills
Investments, Financial Services, Financial Planning, Retirement Planning, Finance, Insurance, Mutual Funds, Portfolio Management, Wealth Management, Risk Management
Education
Emmanuel College 1990 — 1992
Business/Commerce, General
Elbert County Comprehensive High School 1986 — 1990
College Preparatory & Vocational
Chatham Parkway Toyota January 2015 - Present
TitleMax Finance May 2014 - October 2014
Springleaf Financial Services October 2013 - May 2014
Raymond James Financial Inc. September 2000 - June 2012
Skills
Investments, Financial Services, Financial Planning, Retirement Planning, Finance, Insurance, Mutual Funds, Portfolio Management, Wealth Management, Risk Management
Education
Emmanuel College 1990 — 1992
Business/Commerce, General
Elbert County Comprehensive High School 1986 — 1990
College Preparatory & Vocational
Mike Westerman, CAIA Mike Westerman, CAIA's Raymond James Financial Inc. Experience 2009 - 2011
Job MBA Candidate '16 Emory University; Goizueta Business School. Finance, Mergers & Acquisitions, Investment Management
Industry Investment Management
Experience
Emory University Goizueta Business School August 2014 - Present
Piper Jaffray May 2015 - July 2015
Eagle Asset Management July 2011 - July 2014
Raymond James Financial Inc. 2009 - 2011
PLANCO 2007 - 2009
Skills
Asset Management, Financial Modeling, Financial Analysis, Alternative Investments, Risk Management, Management, Business Development, Life Insurance, Variable Annuities, Sales, Mutual Funds
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (MBA), Investment Banking / Alternative Investments
University of Florida 2003 — 2007
Bachelor of Science, Finance ; Classical Studies
Emory University Goizueta Business School August 2014 - Present
Piper Jaffray May 2015 - July 2015
Eagle Asset Management July 2011 - July 2014
Raymond James Financial Inc. 2009 - 2011
PLANCO 2007 - 2009
Skills
Asset Management, Financial Modeling, Financial Analysis, Alternative Investments, Risk Management, Management, Business Development, Life Insurance, Variable Annuities, Sales, Mutual Funds
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (MBA), Investment Banking / Alternative Investments
University of Florida 2003 — 2007
Bachelor of Science, Finance ; Classical Studies
Scott Green Scott Green's Raymond James Financial Inc. Experience April 2014 - Present
Job Vice President Investment Banking at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2014 - Present
KeyBanc Capital Markets July 2010 - March 2014
RBC Capital Markets 2008 - June 2010
McMaster-Carr June 2004 - June 2007
Morningstar October 2003 - May 2004
Susquehanna International Group, LLP (SIG) June 2003 - September 2003
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
The University of Chicago
Bachelor of Arts (BA)
Raymond James Financial Inc. April 2014 - Present
KeyBanc Capital Markets July 2010 - March 2014
RBC Capital Markets 2008 - June 2010
McMaster-Carr June 2004 - June 2007
Morningstar October 2003 - May 2004
Susquehanna International Group, LLP (SIG) June 2003 - September 2003
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
The University of Chicago
Bachelor of Arts (BA)
Rachel Fia, MBA Rachel Fia, MBA's Raymond James Financial Inc. Experience December 2007 - Present
Job Business Intelligence Analyst at Raymond James Bank
Industry Banking
Experience
Raymond James Financial Inc. December 2007 - Present
Fia's Designs January 2000 - Present
Skills
Graphic Design, Marketing, Marketing Communications, Adobe Creative Suite, Advertising, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Marketing Strategy, Illustrator, Creative Problem Solving, Ad Hoc Reporting, Business Analysis
Education
University of South Florida - College of Business Administration 2010 — 2012
MBA, Marketing & Management, 3.89/4.00
Eckerd College 1996 — 2000
Bachelors of Arts, Visual Arts & Spanish Double Majors, Summa Cum Laude 4.0/4.0
New Horizons 2005 — 2006
Certificate, Web & Graphic Design
Raymond James Financial Inc. December 2007 - Present
Fia's Designs January 2000 - Present
Skills
Graphic Design, Marketing, Marketing Communications, Adobe Creative Suite, Advertising, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Marketing Strategy, Illustrator, Creative Problem Solving, Ad Hoc Reporting, Business Analysis
Education
University of South Florida - College of Business Administration 2010 — 2012
MBA, Marketing & Management, 3.89/4.00
Eckerd College 1996 — 2000
Bachelors of Arts, Visual Arts & Spanish Double Majors, Summa Cum Laude 4.0/4.0
New Horizons 2005 — 2006
Certificate, Web & Graphic Design
Alissa Wilke Alissa Wilke's Raymond James Financial Inc. Experience January 2011 - Present
Job Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2011 - Present
Atlanta Institute of Medicine & Research August 2010 - January 2011
Wells Fargo September 2009 - August 2010
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Elon University
Raymond James Financial Inc. January 2011 - Present
Atlanta Institute of Medicine & Research August 2010 - January 2011
Wells Fargo September 2009 - August 2010
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Elon University
M. Clay Curtis M. Clay Curtis's Raymond James Financial Inc. Experience October 2014 - Present
Job Outbound AdvisorChoice ConsultantBusiness Development/Recruiting at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
ClearJet.net August 2010 - December 2013
Dimmitt Automotive Group January 2003 - September 2010
Raymond James Financial Inc. August 1996 - December 2003
Skills
Sales Management, Marketing, Client Relations Skills, Public Speaking, Corporate Events, Operations Management, Product Development, Sales, Automotive Products, Relationship Management, Asset Management
Education
Duke University 1992 — 1996
Bachelor of Arts (BA), Marketing/Marketing Management, General
Landon School 1986 — 1992
High School
Raymond James Financial Inc. October 2014 - Present
ClearJet.net August 2010 - December 2013
Dimmitt Automotive Group January 2003 - September 2010
Raymond James Financial Inc. August 1996 - December 2003
Skills
Sales Management, Marketing, Client Relations Skills, Public Speaking, Corporate Events, Operations Management, Product Development, Sales, Automotive Products, Relationship Management, Asset Management
Education
Duke University 1992 — 1996
Bachelor of Arts (BA), Marketing/Marketing Management, General
Landon School 1986 — 1992
High School
Edward Minn, CFA Edward Minn, CFA's Raymond James Financial Inc. Experience April 2004 - June 2006
Job Equity Analyst at Weatherbie Capital, LLC
Industry Investment Management
Experience
Weatherbie Capital, LLC December 2013 - Present
Vinik Asset Management, LLP August 2008 - June 2013
Wellington Management June 2007 - August 2007
Copia Capital October 2006 - May 2007
Raymond James Financial Inc. April 2004 - June 2006
Chilton & Medley September 2001 - September 2003
Skills
Equities, Hedge Funds, Bloomberg, Valuation, Asset Management, Investments, Fixed Income, Equity Valuation, Investment Management, Alternative Investments, Asset Allocation, Mutual Funds, Derivatives
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Concentrations in Analytic Finance & Strategic Management, Graduated with High Honors (top 5%)
Duke University 1998 — 2000
Bachelor of Science (B.S.), Economics, Certificate in Markets and Management, Summa Cum Laude, Phi Beta Kappa
Harker
Weatherbie Capital, LLC December 2013 - Present
Vinik Asset Management, LLP August 2008 - June 2013
Wellington Management June 2007 - August 2007
Copia Capital October 2006 - May 2007
Raymond James Financial Inc. April 2004 - June 2006
Chilton & Medley September 2001 - September 2003
Skills
Equities, Hedge Funds, Bloomberg, Valuation, Asset Management, Investments, Fixed Income, Equity Valuation, Investment Management, Alternative Investments, Asset Allocation, Mutual Funds, Derivatives
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Concentrations in Analytic Finance & Strategic Management, Graduated with High Honors (top 5%)
Duke University 1998 — 2000
Bachelor of Science (B.S.), Economics, Certificate in Markets and Management, Summa Cum Laude, Phi Beta Kappa
Harker
Nick Grinups Nick Grinups's Raymond James Financial Inc. Experience March 2012 - September 2012
Job Account Executive at ASI, Founding Partner at Leading Edge Event Productions, LLC
Industry Marketing and Advertising
Experience
Advertising Specialty Institute July 2015 - Present
Leading Edge Event Productions September 2013 - Present
Mark Group April 2014 - September 2014
Morgan Stanley Wealth Management March 2013 - September 2013
Raymond James Financial Inc. March 2012 - September 2012
Skills
Marketing, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Social Media, Sales, Facebook, Social Media Marketing, Outlook, Social Networking, Event Planning, Research, Training, Leadership, Teamwork, Finance, Market Research, Marketing Strategy, Public Speaking, Time Management, Access, Data Analysis, Microsoft Office, Team Leadership, Strategic Planning, Analysis, Team Building, PowerPoint
Education
Drexel University 2010 — 2015
Bachelor’s Degree, Finance and Marketing
Advertising Specialty Institute July 2015 - Present
Leading Edge Event Productions September 2013 - Present
Mark Group April 2014 - September 2014
Morgan Stanley Wealth Management March 2013 - September 2013
Raymond James Financial Inc. March 2012 - September 2012
Skills
Marketing, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Social Media, Sales, Facebook, Social Media Marketing, Outlook, Social Networking, Event Planning, Research, Training, Leadership, Teamwork, Finance, Market Research, Marketing Strategy, Public Speaking, Time Management, Access, Data Analysis, Microsoft Office, Team Leadership, Strategic Planning, Analysis, Team Building, PowerPoint
Education
Drexel University 2010 — 2015
Bachelor’s Degree, Finance and Marketing
Justin Degutis Justin Degutis's Raymond James Financial Inc. Experience May 2013 - July 2013
Job Emory BBA Senior Seeking Fulltime Position
Industry Management Consulting
Experience
Social Enterprise @ Goizueta August 2015 - Present
Roupala LLC (roupala.com) December 2013 - Present
AT&T June 2015 - August 2015
SanRe Organic Skinfood July 2013 - May 2015
PwC October 2014 - October 2014
Raymond James Financial Inc. May 2013 - July 2013
Education
Emory University - Goizueta Business School 2012 — 2016
Expected: Bachelor of Business Administration (BBA), Information Systems & Operations Management (ISOM), Strategy & Management Consulting, GPA: 3.7
Social Enterprise @ Goizueta August 2015 - Present
Roupala LLC (roupala.com) December 2013 - Present
AT&T June 2015 - August 2015
SanRe Organic Skinfood July 2013 - May 2015
PwC October 2014 - October 2014
Raymond James Financial Inc. May 2013 - July 2013
Education
Emory University - Goizueta Business School 2012 — 2016
Expected: Bachelor of Business Administration (BBA), Information Systems & Operations Management (ISOM), Strategy & Management Consulting, GPA: 3.7
Brandon Cooke Brandon Cooke's Raymond James Financial Inc. Experience June 2015 - Present
Job Senior Compliance Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. January 2014 - June 2015
Raymond James Financial Inc. July 2012 - January 2014
Capital One Finance April 2011 - August 2012
Eckerd College September 2007 - May 2011
Skills
Risk Management, Finance, Outlook, Financial Risk, Public Speaking
Education
Eckerd College 2007 — 2011
Business Administration (B.A.), 3.66
Massachusetts College of Pharmacy and Health Sciences 2006 — 2006
Bishop Hendricken High School 2002 — 2006
College Prep
West Bay Christian Academy 1997 — 2001
Christian Education
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. January 2014 - June 2015
Raymond James Financial Inc. July 2012 - January 2014
Capital One Finance April 2011 - August 2012
Eckerd College September 2007 - May 2011
Skills
Risk Management, Finance, Outlook, Financial Risk, Public Speaking
Education
Eckerd College 2007 — 2011
Business Administration (B.A.), 3.66
Massachusetts College of Pharmacy and Health Sciences 2006 — 2006
Bishop Hendricken High School 2002 — 2006
College Prep
West Bay Christian Academy 1997 — 2001
Christian Education
Bryan Belden Bryan Belden's Raymond James Financial Inc. Experience September 1999 - February 2001
Job Financial Advisor at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities 2010 - Present
RBC Capital Markets March 2009 - October 2010
Ferris, Baker Watts, LLC January 2001 - March 2009
Ann Arbor Business Review 2005 - 2009
Raymond James Financial Inc. September 1999 - February 2001
Skills
Traditional IRA, Roth IRA
Education
Eastern Michigan University 1975 — 1979
Bachelor of Arts (B.A.), Music Education
Wunderlich Securities 2010 - Present
RBC Capital Markets March 2009 - October 2010
Ferris, Baker Watts, LLC January 2001 - March 2009
Ann Arbor Business Review 2005 - 2009
Raymond James Financial Inc. September 1999 - February 2001
Skills
Traditional IRA, Roth IRA
Education
Eastern Michigan University 1975 — 1979
Bachelor of Arts (B.A.), Music Education
Pete Lawson Pete Lawson's Raymond James Financial Inc. Experience April 2014 - Present
Job Managing Director, CoHead of Hospital M&A at Raymond James Financial Inc.
Industry Hospital & Health Care
Experience
Raymond James Financial Inc. April 2014 - Present
Health Management Associates (NYSE:HMA) April 1998 - April 2014
Phymatrix September 1996 - April 1998
Winter Park Memorial Hospital June 1994 - September 1996
St. Petersburg General Hospital 1990 - 1994
Humana Hospital - Sunbay 1989 - 1990
Humana Hospital - Northside 1986 - 1989
Humana Hospital - Bennett 1985 - 1987
Skills
Healthcare Management, Healthcare Consulting, Physician Relations, Hospitals, Healthcare, Managed Care, Physicians, Acute Care, Healthcare Industry, Mergers, Entrepreneurship, Informatics, Leadership, Provider Relations, Revenue Cycle, Medical Education, Strategic Leadership, Process Improvement, Medicare, CPOE, Mergers & Acquisitions, Performance Improvement, Executive Management, EMR, Practice Management, Team Building, HIPAA, Contract Negotiation, Healthcare Information..., Radiology, Medicaid, Revenue Cycle Management, Strategic Planning
Education
Duke University 1983 — 1985
MHA, Health Administration
University of Notre Dame 1979 — 1983
BBA, Management and MIS
Raymond James Financial Inc. April 2014 - Present
Health Management Associates (NYSE:HMA) April 1998 - April 2014
Phymatrix September 1996 - April 1998
Winter Park Memorial Hospital June 1994 - September 1996
St. Petersburg General Hospital 1990 - 1994
Humana Hospital - Sunbay 1989 - 1990
Humana Hospital - Northside 1986 - 1989
Humana Hospital - Bennett 1985 - 1987
Skills
Healthcare Management, Healthcare Consulting, Physician Relations, Hospitals, Healthcare, Managed Care, Physicians, Acute Care, Healthcare Industry, Mergers, Entrepreneurship, Informatics, Leadership, Provider Relations, Revenue Cycle, Medical Education, Strategic Leadership, Process Improvement, Medicare, CPOE, Mergers & Acquisitions, Performance Improvement, Executive Management, EMR, Practice Management, Team Building, HIPAA, Contract Negotiation, Healthcare Information..., Radiology, Medicaid, Revenue Cycle Management, Strategic Planning
Education
Duke University 1983 — 1985
MHA, Health Administration
University of Notre Dame 1979 — 1983
BBA, Management and MIS
Thomas Walrond Thomas Walrond's Raymond James Financial Inc. Experience March 2014 - Present
Job Chief Operating Officer, Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial Inc. March 2014 - Present
Education
Drexel University 1983 — 1988
Bachelor's degree, Finance and Financial Management Services
Raymond James Financial Inc. March 2014 - Present
Education
Drexel University 1983 — 1988
Bachelor's degree, Finance and Financial Management Services
Ben Donovan Ben Donovan's Raymond James Financial Inc. Experience February 2012 - May 2012
Job Sales Associate at ibotta, inc.
Industry Consumer Goods
Experience
ibotta, inc. July 2014 - Present
match action June 2012 - April 2014
Raymond James Financial Inc. February 2012 - May 2012
Markit On Demand May 2011 - August 2011
Skills
Sales, Marketing, Public Relations, Project Planning, Event Management, Event Planning, PowerPoint, Sports Marketing, Strategic Planning, Spanish, Microsoft Office, Microsoft Excel, Product Marketing, Marketing Management, Market Research, Budgets, Advertising, Social Media Marketing, Social Media
Education
Eckerd College 2010 — 2012
International Business & Spanish, Bachelors of Arts and Sciences, 3.6 GPA
Ohio Wesleyan University
Ohio Wesleyan University
ibotta, inc. July 2014 - Present
match action June 2012 - April 2014
Raymond James Financial Inc. February 2012 - May 2012
Markit On Demand May 2011 - August 2011
Skills
Sales, Marketing, Public Relations, Project Planning, Event Management, Event Planning, PowerPoint, Sports Marketing, Strategic Planning, Spanish, Microsoft Office, Microsoft Excel, Product Marketing, Marketing Management, Market Research, Budgets, Advertising, Social Media Marketing, Social Media
Education
Eckerd College 2010 — 2012
International Business & Spanish, Bachelors of Arts and Sciences, 3.6 GPA
Ohio Wesleyan University
Ohio Wesleyan University
Valerie Pratt Valerie Pratt's Raymond James Financial Inc. Experience June 1998 - Present
Job VP Mortgage Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 1998 - Present
Education
Eckerd College
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Raymond James Financial Inc. June 1998 - Present
Education
Eckerd College
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Michelle Carothers, CIMA® Michelle Carothers, CIMA®'s Raymond James Financial Inc. Experience September 2010 - Present
Job Investment Research Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2010 - Present
Raymond James Financial Inc. October 2004 - August 2010
Eagle Asset Management May 2000 - October 2004
Skills
Series 7, Mutual Funds, Asset Allocation, Securities, Investment Strategies, Separately Managed..., Financial Analysis, Investments
Education
Eckerd College 1984 — 1988
Bachelor of Arts (B.A.)
Raymond James Financial Inc. September 2010 - Present
Raymond James Financial Inc. October 2004 - August 2010
Eagle Asset Management May 2000 - October 2004
Skills
Series 7, Mutual Funds, Asset Allocation, Securities, Investment Strategies, Separately Managed..., Financial Analysis, Investments
Education
Eckerd College 1984 — 1988
Bachelor of Arts (B.A.)
Lisa Baker Noojin's Raymond James Financial Inc. Experience 1995 - 1999
Job Senior Associate at Balentine
Industry Marketing and Advertising
Experience
Balentine June 2015 - Present
SONET Solutions, Inc. January 2013 - June 2015
Merrill Lynch 2002 - 2004
Salomon Smith Barney 2000 - 2001
PRIMIS 2000 - 2000
Hartsfield Capital 1998 - 2000
Bank of America 1999 - 1999
Raymond James Financial Inc. 1995 - 1999
R.J. Fitzgerald & Co. 1994 - 1995
Skills
Investments, Strategic Financial..., Finance, Strategy, Risk Management, Business Development, Entrepreneurship, Alternative Investments, Social Media, SEO, Small Business, Social Media ROI, Facebook Marketing, Digital Media, Social Media Marketing, Online Advertising, Reputation Management, Business Intelligence..., Marketing Strategy, Digital Strategy, Social Media Measurement, Social Networking, Goal Analysis, Social Media Best..., Public Relations, Crisis Management, New Business Development, Organizational..., Data Protection, Marketing, Financial Planning, Due Diligence
Education
Everest University-Tampa 1995 — 1996
MBA, Business, 3.9 GPA
Salisbury University - Perdue School of Business 1986 — 1990
Bachelor of Science, Finance
Wicomico Senior Highschool 1982 — 1986
High School
Balentine June 2015 - Present
SONET Solutions, Inc. January 2013 - June 2015
Merrill Lynch 2002 - 2004
Salomon Smith Barney 2000 - 2001
PRIMIS 2000 - 2000
Hartsfield Capital 1998 - 2000
Bank of America 1999 - 1999
Raymond James Financial Inc. 1995 - 1999
R.J. Fitzgerald & Co. 1994 - 1995
Skills
Investments, Strategic Financial..., Finance, Strategy, Risk Management, Business Development, Entrepreneurship, Alternative Investments, Social Media, SEO, Small Business, Social Media ROI, Facebook Marketing, Digital Media, Social Media Marketing, Online Advertising, Reputation Management, Business Intelligence..., Marketing Strategy, Digital Strategy, Social Media Measurement, Social Networking, Goal Analysis, Social Media Best..., Public Relations, Crisis Management, New Business Development, Organizational..., Data Protection, Marketing, Financial Planning, Due Diligence
Education
Everest University-Tampa 1995 — 1996
MBA, Business, 3.9 GPA
Salisbury University - Perdue School of Business 1986 — 1990
Bachelor of Science, Finance
Wicomico Senior Highschool 1982 — 1986
High School
Andrea Klukis's Raymond James Financial Inc. Experience February 1996 - October 1997
Job HIM Coder I
Industry Hospital & Health Care
Experience
Parallon January 2014 - Present
United Medical Solutions October 1997 - December 2013
Raymond James Financial Inc. February 1996 - October 1997
Skills
Medical Coding, Medical Billing, Medical Terminology, Medical Records, Healthcare, HIPAA, Healthcare Information..., EHR, Medicare, EMR, ICD-9, CPT
Education
Eastern Idaho Technical College 1989 — 1991
Associate's degree
Parallon January 2014 - Present
United Medical Solutions October 1997 - December 2013
Raymond James Financial Inc. February 1996 - October 1997
Skills
Medical Coding, Medical Billing, Medical Terminology, Medical Records, Healthcare, HIPAA, Healthcare Information..., EHR, Medicare, EMR, ICD-9, CPT
Education
Eastern Idaho Technical College 1989 — 1991
Associate's degree
Vincent Celentano Vincent Celentano's Raymond James Financial Inc. Experience December 2013 - Present
Job Senior Equity Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. December 2013 - Present
Kershner Trading Group - SMB Capital May 2012 - December 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Pi Kappa Alpha - Beta Kappa Chapter March 2010 - December 2010
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance, Accounting
Raymond James Financial Inc. December 2013 - Present
Kershner Trading Group - SMB Capital May 2012 - December 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Pi Kappa Alpha - Beta Kappa Chapter March 2010 - December 2010
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance, Accounting
David Mykols David Mykols's Raymond James Financial Inc. Experience September 1999 - February 2001
Job Senior Vice President, Financial Advisor at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities 2010 - Present
RBC Capital Markets March 2009 - October 2010
Ferris, Baker Watts, LLC January 2001 - March 2009
Raymond James Financial Inc. September 1999 - February 2001
Roney & Company March 1991 - September 1999
Education
Eastern Michigan University
Bachelor of Business Administration (B.B.A.), Economics and Finance
Plymouth Canton High School CEP
Wunderlich Securities 2010 - Present
RBC Capital Markets March 2009 - October 2010
Ferris, Baker Watts, LLC January 2001 - March 2009
Raymond James Financial Inc. September 1999 - February 2001
Roney & Company March 1991 - September 1999
Education
Eastern Michigan University
Bachelor of Business Administration (B.B.A.), Economics and Finance
Plymouth Canton High School CEP
James Scaglione James Scaglione's Raymond James Financial Inc. Experience September 2013 - December 2013
Job CPFR Analyst at Johnson & Johnson
Industry Logistics and Supply Chain
Experience
Johnson & Johnson June 2015 - Present
Raymond James Financial Inc. September 2013 - December 2013
Education
University of South Florida 2011 — 2015
Bachelor of Science Business Management, Bachelor of Science Marketing (Supply Chain Management), Logistics, Materials, and Supply Chain Management, 3.63 GPA
Ecole de Management de Normandie
International Business, International Marketing, 4.0 GPA
Johnson & Johnson June 2015 - Present
Raymond James Financial Inc. September 2013 - December 2013
Education
University of South Florida 2011 — 2015
Bachelor of Science Business Management, Bachelor of Science Marketing (Supply Chain Management), Logistics, Materials, and Supply Chain Management, 3.63 GPA
Ecole de Management de Normandie
International Business, International Marketing, 4.0 GPA
Matthew Glaswand Matthew Glaswand's Raymond James Financial Inc. Experience July 2015 - Present
Job Investment Banking Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. June 2014 - August 2014
ABOVE May 2012 - August 2012
Food Network June 2011 - August 2011
Trellus Management June 2010 - August 2010
Skills
Business Development, Entrepreneurship, Start-ups, Business Strategy, Leadership, Financial Modeling, Marketing, Market Research, Competitive Analysis, Marketing Strategy, Corporate Finance, Valuation
Education
Duke University 2011 — 2015
Bachelor's Degree, Mechanical Engineering, Finance
UNSW Australia 2013 — 2013
Bachelor of Science (B.Sc.), Mechanical Engineering
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. June 2014 - August 2014
ABOVE May 2012 - August 2012
Food Network June 2011 - August 2011
Trellus Management June 2010 - August 2010
Skills
Business Development, Entrepreneurship, Start-ups, Business Strategy, Leadership, Financial Modeling, Marketing, Market Research, Competitive Analysis, Marketing Strategy, Corporate Finance, Valuation
Education
Duke University 2011 — 2015
Bachelor's Degree, Mechanical Engineering, Finance
UNSW Australia 2013 — 2013
Bachelor of Science (B.Sc.), Mechanical Engineering
Terri-Ann Lindo, MBA Terri-Ann Lindo, MBA's Raymond James Financial Inc. Experience November 2011 - November 2013
Job Financial Consultant / Registered Investment Adviser ★INVEST WITH PURPOSE★
Industry Financial Services
Experience
Brown & Haught Financial Group, Inc. November 2013 - Present
Raymond James Financial Inc. November 2011 - November 2013
Raymond James Financial, Inc. May 2005 - November 2011
UBS February 2002 - May 2005
Raymond James Financial Inc. September 1995 - February 2002
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Florida 1993 — 1995
Bachelor of Science (B.S.), Finance and Financial Management Services
Edison Community College 1991 — 1993
Associate of Arts (A.A.), Business Administration and Management, General
Miami Norland Senior HS
High School Diploma
Brown & Haught Financial Group, Inc. November 2013 - Present
Raymond James Financial Inc. November 2011 - November 2013
Raymond James Financial, Inc. May 2005 - November 2011
UBS February 2002 - May 2005
Raymond James Financial Inc. September 1995 - February 2002
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Florida 1993 — 1995
Bachelor of Science (B.S.), Finance and Financial Management Services
Edison Community College 1991 — 1993
Associate of Arts (A.A.), Business Administration and Management, General
Miami Norland Senior HS
High School Diploma
Megan Yang Megan Yang's Raymond James Financial Inc. Experience June 2014 - Present
Job Equity Research Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
Temasek June 2013 - August 2013
Deloitte May 2012 - June 2012
Skills
Time Management, Emotional Intelligence, Multicultural, Microsoft Excel, PowerPoint, Research, Financial Modeling, Valuation, Bloomberg Terminal, Adaptability, Teamwork, Corporate Finance, Competitive Analysis, Data Analysis, Financial Analysis
Education
Emory University - Goizueta Business School 2012 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Emory University 2010 — 2012
Liberal Arts, 3.8/4.0
Yonsei University 2011 — 2011
International Transient Study program-Social Psychology and Comparative Politics
Raymond James Financial Inc. June 2014 - Present
Temasek June 2013 - August 2013
Deloitte May 2012 - June 2012
Skills
Time Management, Emotional Intelligence, Multicultural, Microsoft Excel, PowerPoint, Research, Financial Modeling, Valuation, Bloomberg Terminal, Adaptability, Teamwork, Corporate Finance, Competitive Analysis, Data Analysis, Financial Analysis
Education
Emory University - Goizueta Business School 2012 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Emory University 2010 — 2012
Liberal Arts, 3.8/4.0
Yonsei University 2011 — 2011
International Transient Study program-Social Psychology and Comparative Politics
Kris Bartscht Kris Bartscht's Raymond James Financial Inc. Experience January 1992 - January 1997
Job
Industry Financial Services
Experience
Transamerica Asset Management January 1997 - Present
Raymond James Financial Inc. January 1992 - January 1997
Skills
Series 7, Mutual Funds, Series 24, Series 65
Education
Edinboro University of Pennsylvania
USF
Bachelor of Arts, Management & Marketing
Transamerica Asset Management January 1997 - Present
Raymond James Financial Inc. January 1992 - January 1997
Skills
Series 7, Mutual Funds, Series 24, Series 65
Education
Edinboro University of Pennsylvania
USF
Bachelor of Arts, Management & Marketing
Garrett Walsh Garrett Walsh's Raymond James Financial Inc. Experience June 2012 - February 2014
Job Regional Business Director at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors February 2014 - Present
Raymond James Financial Inc. June 2012 - February 2014
Raymond James Financial March 2008 - June 2012
Wachovia Securities May 2005 - March 2008
James River Insurance Company June 2004 - April 2005
First Investors Corporation December 2003 - May 2004
Skills
Business Development, Recruiting, Practice Management, Financial Advisory, Business Consulting, Personal Financial..., Asset Allocation, Asset Managment, Investment Management, Securities, Separately Managed..., Mutual Funds, Economics, Wholesale, Series 7, Series 66, Series 24, Series 9/10, Sales, Sales Strategy, New Client Acquisitions, Presentations, Public Speaking, Uniform Combined State..., Wealth Management, Asset Management, Series 63, Equities, FINRA, Investments, Financial Analysis, Financial Planners, Wealth, Retirement Planning, Financial Services, Series 65, Investment Advisory, Investment Strategies, 401k, Retirement, Alternative Investments, Wealth Management..., ETFs, Series 6, Fixed Annuities, Variable Annuities
Education
Virginia Commonwealth University 2001 — 2003
Duquesne University 1998 — 2001
Benedictine High School 1994 — 1998
Wells Fargo Advisors February 2014 - Present
Raymond James Financial Inc. June 2012 - February 2014
Raymond James Financial March 2008 - June 2012
Wachovia Securities May 2005 - March 2008
James River Insurance Company June 2004 - April 2005
First Investors Corporation December 2003 - May 2004
Skills
Business Development, Recruiting, Practice Management, Financial Advisory, Business Consulting, Personal Financial..., Asset Allocation, Asset Managment, Investment Management, Securities, Separately Managed..., Mutual Funds, Economics, Wholesale, Series 7, Series 66, Series 24, Series 9/10, Sales, Sales Strategy, New Client Acquisitions, Presentations, Public Speaking, Uniform Combined State..., Wealth Management, Asset Management, Series 63, Equities, FINRA, Investments, Financial Analysis, Financial Planners, Wealth, Retirement Planning, Financial Services, Series 65, Investment Advisory, Investment Strategies, 401k, Retirement, Alternative Investments, Wealth Management..., ETFs, Series 6, Fixed Annuities, Variable Annuities
Education
Virginia Commonwealth University 2001 — 2003
Duquesne University 1998 — 2001
Benedictine High School 1994 — 1998
Benjamin Streed, CFA Benjamin Streed, CFA's Raymond James Financial Inc. Experience March 2010 - Present
Job Vice President Fixed Income Strategist at Raymond James Financial Inc.
Industry Capital Markets
Experience
Raymond James Financial Inc. March 2010 - Present
AHD Consultants December 2008 - March 2010
Merrill Lynch June 2005 - November 2008
Goizueta Business School August 2001 - June 2005
Skills
Financial Modeling, Chartered Financial..., Bloomberg, Fixed Income, Equities, Series 7, Portfolio Management, Bonds, Capital Markets, Retirement Planning, Trading, Asset Allocation, Asset Management, Securities, Bloomberg Terminal, Investment Management, Investment Strategies, Wealth Management, Series 63, Investment Advisory, Series 24, Private Banking, Credit Analysis, Financial Markets, Due Diligence, Investments, High Net Worth..., High Yield, Trading Strategies, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Science (MS), Finance
Emory University - Goizueta Business School 2001 — 2005
Bachelor, Business Administration; Finance, Decision and Information Analysis
Raymond James Financial Inc. March 2010 - Present
AHD Consultants December 2008 - March 2010
Merrill Lynch June 2005 - November 2008
Goizueta Business School August 2001 - June 2005
Skills
Financial Modeling, Chartered Financial..., Bloomberg, Fixed Income, Equities, Series 7, Portfolio Management, Bonds, Capital Markets, Retirement Planning, Trading, Asset Allocation, Asset Management, Securities, Bloomberg Terminal, Investment Management, Investment Strategies, Wealth Management, Series 63, Investment Advisory, Series 24, Private Banking, Credit Analysis, Financial Markets, Due Diligence, Investments, High Net Worth..., High Yield, Trading Strategies, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Science (MS), Finance
Emory University - Goizueta Business School 2001 — 2005
Bachelor, Business Administration; Finance, Decision and Information Analysis
Becky Hamm's Raymond James Financial Inc. Experience November 2012 - April 2013
Job FrontEnd Engineer and UX/UI Designer
Industry Internet
Experience
Gooee September 2015 - Present
MetricSlice January 2012 - Present
CraftTek Consulting Inc. March 2013 - September 2015
The Iron Yard June 2015 - August 2015
Pinellas Technical College February 2014 - August 2014
Raymond James Financial Inc. November 2012 - April 2013
Various Superyachts March 2011 - December 2011
Revenue Analytics, Inc. January 2010 - March 2011
Revenue Analytics May 2008 - January 2010
Wachovia Bank June 2007 - December 2007
Skills
Web Design, CSS, Strategy, Web Development, HTML 5, Project Management, Analytics, Data Analysis, Marketing, WordPress, Pricing, Management Consulting, Segmentation, Revenue Analysis, Microsoft Excel, CSS3, Web Applications, Revenue Management, Excel, HTML5, Illustrator, User Experience, Leadership, HTML
Education
The Iron Yard 2015 — 2015
Front End Engineering
Emory University 2004 — 2008
BBA, Organization & Management, Marketing
Pinellas Technical Education Center-Clearwater 2012 — 2013
Web Design
Gooee September 2015 - Present
MetricSlice January 2012 - Present
CraftTek Consulting Inc. March 2013 - September 2015
The Iron Yard June 2015 - August 2015
Pinellas Technical College February 2014 - August 2014
Raymond James Financial Inc. November 2012 - April 2013
Various Superyachts March 2011 - December 2011
Revenue Analytics, Inc. January 2010 - March 2011
Revenue Analytics May 2008 - January 2010
Wachovia Bank June 2007 - December 2007
Skills
Web Design, CSS, Strategy, Web Development, HTML 5, Project Management, Analytics, Data Analysis, Marketing, WordPress, Pricing, Management Consulting, Segmentation, Revenue Analysis, Microsoft Excel, CSS3, Web Applications, Revenue Management, Excel, HTML5, Illustrator, User Experience, Leadership, HTML
Education
The Iron Yard 2015 — 2015
Front End Engineering
Emory University 2004 — 2008
BBA, Organization & Management, Marketing
Pinellas Technical Education Center-Clearwater 2012 — 2013
Web Design
Katie Hynes Katie Hynes's Raymond James Financial Inc. Experience November 2010 - August 2012
Job Landman at Trinity Petroleum Management, LLC
Industry Oil & Energy
Experience
Trinity Petroleum Management, LLC September 2013 - Present
Navajo Nation Oil & Gas Company August 2012 - September 2013
Raymond James Financial Inc. November 2010 - August 2012
Self Employed January 2004 - August 2012
Gunnison Living Community November 2009 - November 2010
Katie's Cookery 1999 - 2009
Skills
Abstracting, Surface and Mineral..., Patent to Present Chain..., General Office..., Sense of Humor, Communication, Microsoft Office, Document Management, Event Planning, Marketing, Chain of Title, Energy Industry, Entrepreneurship, Energy, Contract Negotiation, Due Diligence, Oil, Microsoft Excel, Microsoft Word, Upstream, Division Orders, New Business Development, Natural Gas, Minerals, Oil/Gas, Contract Management, Research, Gas, Pipelines, Negotiation, Time Management, Teamwork, Data Management, Team Building, Environmental Awareness, Titles, Title Opinions, Mineral Rights, Data Entry, BOLO, AFE Navigator, Bonds and Insurance, Tribal Regulation, Federal & State..., Well and Lease File..., Title Curative, Contract Negotiation..., Production Reporting, Collaborative Problem..., Land Professional
Education
Western State College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration, Entrepreneurship Emphasis
Edmonds Community College 1994 — 1995
Trinity Petroleum Management, LLC September 2013 - Present
Navajo Nation Oil & Gas Company August 2012 - September 2013
Raymond James Financial Inc. November 2010 - August 2012
Self Employed January 2004 - August 2012
Gunnison Living Community November 2009 - November 2010
Katie's Cookery 1999 - 2009
Skills
Abstracting, Surface and Mineral..., Patent to Present Chain..., General Office..., Sense of Humor, Communication, Microsoft Office, Document Management, Event Planning, Marketing, Chain of Title, Energy Industry, Entrepreneurship, Energy, Contract Negotiation, Due Diligence, Oil, Microsoft Excel, Microsoft Word, Upstream, Division Orders, New Business Development, Natural Gas, Minerals, Oil/Gas, Contract Management, Research, Gas, Pipelines, Negotiation, Time Management, Teamwork, Data Management, Team Building, Environmental Awareness, Titles, Title Opinions, Mineral Rights, Data Entry, BOLO, AFE Navigator, Bonds and Insurance, Tribal Regulation, Federal & State..., Well and Lease File..., Title Curative, Contract Negotiation..., Production Reporting, Collaborative Problem..., Land Professional
Education
Western State College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration, Entrepreneurship Emphasis
Edmonds Community College 1994 — 1995
Melissa Harring Melissa Harring's Raymond James Financial Inc. Experience May 2011 - August 2011
Job Student at The University of Montana School of Business Administration
Industry Financial Services
Experience
Raymond James Financial Inc. May 2011 - August 2011
Raymond James Financial May 2011 - August 2011
Whitefish Mountain Resort October 2008 - April 2009
Skills
CRM software, Quick Note, MS Office Suite, Research, Analysis, Business Analysis, Cashiering, Account Management
Education
The University of Montana - School of Business Administration 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Flathead Valley Community College 2008 — 2009
University of Montana
Bachelor of Science, Finance
University of Montana
Bachelor of Science, Finance
Raymond James Financial Inc. May 2011 - August 2011
Raymond James Financial May 2011 - August 2011
Whitefish Mountain Resort October 2008 - April 2009
Skills
CRM software, Quick Note, MS Office Suite, Research, Analysis, Business Analysis, Cashiering, Account Management
Education
The University of Montana - School of Business Administration 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Flathead Valley Community College 2008 — 2009
University of Montana
Bachelor of Science, Finance
University of Montana
Bachelor of Science, Finance
Timothy Scanlon Timothy Scanlon's Raymond James Financial Inc. Experience April 2001 - July 2004
Job Vice President Wealth Manager at Deep Run Financial
Industry Financial Services
Experience
Deep Run Financial December 2014 - Present
LPL Financial July 2004 - December 2014
Raymond James Financial Inc. April 2001 - July 2004
Skills
Microsoft Excel, Retirement, Finance, Investment Strategies, Securities, FINRA, Strategic Financial..., Investments, Financial Analysis, Insurance, Financial Modeling, Banking, Risk Management, Credit, Accounting, Financial Reporting, Customer Service, Budgets, Corporate Finance, Analysis, PowerPoint, Financial Planning
Education
Elon University - Martha and Spencer Love School of Business 1986 — 1991
Bachelor's degree, Economics
Deep Run Financial December 2014 - Present
LPL Financial July 2004 - December 2014
Raymond James Financial Inc. April 2001 - July 2004
Skills
Microsoft Excel, Retirement, Finance, Investment Strategies, Securities, FINRA, Strategic Financial..., Investments, Financial Analysis, Insurance, Financial Modeling, Banking, Risk Management, Credit, Accounting, Financial Reporting, Customer Service, Budgets, Corporate Finance, Analysis, PowerPoint, Financial Planning
Education
Elon University - Martha and Spencer Love School of Business 1986 — 1991
Bachelor's degree, Economics
Emily Carry's Raymond James Financial Inc. Experience January 2012 - Present
Job
Industry Financial Services
Experience
Raymond James Financial Inc. January 2012 - Present
Raymond James January 2010 - January 2012
Raymond James January 2007 - January 2010
New Sector Alliance May 2006 - August 2006
Education
Duke University 2003 — 2006
B.A.
Raymond James Financial Inc. January 2012 - Present
Raymond James January 2010 - January 2012
Raymond James January 2007 - January 2010
New Sector Alliance May 2006 - August 2006
Education
Duke University 2003 — 2006
B.A.
Lisa Esker's Raymond James Financial Inc. Experience January 2006 - March 2013
Job Customer Service Professional
Industry Insurance
Experience
State Farm September 2014 - Present
LifeVantage August 2014 - Present
Cognosante February 2014 - April 2014
ASPire Financial Services, LLC March 2013 - August 2013
Raymond James Financial Inc. January 2006 - March 2013
JL Ventures LLC February 2007 - September 2008
Raymond James Financial Inc. September 2001 - January 2006
Raymond James Financial Inc. March 2000 - September 2001
Raymond James Financial Inc. June 1999 - March 2000
RAYMOND JAMES FINANCIAL SERVICES August 1993 - June 1999
Skills
Performance Metrics, Development & delivery..., Operations Management, Situational Leadership, Strategic Communications, Strategic Planning, Team Building, Management, Leadership, Change Management, Vendor Management, Performance Management, Human Resources, Financial Services, Budgets, Business Analysis, 401k, Customer Service, Process Improvement, Insurance, Banking, Telephony, 403 b, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Series 7, IRAs, Mutual Funds, Retirement, Retirement Planning, Employee Benefits, Securities, FINRA, Investments, Strategic Financial..., Portfolio Management, Business Process..., Fixed Annuities, Finance, Investment Advisory, CRM, Training, Financial Advisory, Asset Management, Coaching, Analysis, Defined Benefit, Small Business
Education
Southern Illinois University, Edwardsville 1989 — 1993
Education/Music
Eastern Illinois University 1991 — 1992
Early Childhood Eduation
Southwestern Illinois College 1989 — 1992
AA, Elementary Education, Music
State Farm September 2014 - Present
LifeVantage August 2014 - Present
Cognosante February 2014 - April 2014
ASPire Financial Services, LLC March 2013 - August 2013
Raymond James Financial Inc. January 2006 - March 2013
JL Ventures LLC February 2007 - September 2008
Raymond James Financial Inc. September 2001 - January 2006
Raymond James Financial Inc. March 2000 - September 2001
Raymond James Financial Inc. June 1999 - March 2000
RAYMOND JAMES FINANCIAL SERVICES August 1993 - June 1999
Skills
Performance Metrics, Development & delivery..., Operations Management, Situational Leadership, Strategic Communications, Strategic Planning, Team Building, Management, Leadership, Change Management, Vendor Management, Performance Management, Human Resources, Financial Services, Budgets, Business Analysis, 401k, Customer Service, Process Improvement, Insurance, Banking, Telephony, 403 b, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Series 7, IRAs, Mutual Funds, Retirement, Retirement Planning, Employee Benefits, Securities, FINRA, Investments, Strategic Financial..., Portfolio Management, Business Process..., Fixed Annuities, Finance, Investment Advisory, CRM, Training, Financial Advisory, Asset Management, Coaching, Analysis, Defined Benefit, Small Business
Education
Southern Illinois University, Edwardsville 1989 — 1993
Education/Music
Eastern Illinois University 1991 — 1992
Early Childhood Eduation
Southwestern Illinois College 1989 — 1992
AA, Elementary Education, Music
Raymond Sardiña Raymond Sardiña's Raymond James Financial Inc. Experience March 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Inc. March 2007 - Present
Morgan Stanley January 1999 - February 2007
Prudential Securities March 1997 - January 1999
Education
Florida International University 2004 — 2008
Juris Doctor, College of Law
Florida International University 1997 — 2004
Bachelor of Business Administration, Management
Drexel University
Christopher Columbus High School 1991 — 1995
Raymond James Financial Inc. March 2007 - Present
Morgan Stanley January 1999 - February 2007
Prudential Securities March 1997 - January 1999
Education
Florida International University 2004 — 2008
Juris Doctor, College of Law
Florida International University 1997 — 2004
Bachelor of Business Administration, Management
Drexel University
Christopher Columbus High School 1991 — 1995
Irena Mihailova Snider Irena Mihailova Snider's Raymond James Financial Inc. Experience June 2007 - Present
Job Vice President, Raymond James Investment Banking
Industry Financial Services
Experience
Raymond James Financial Inc. June 2007 - Present
Ernst & Young October 2000 - July 2005
Skills
Financial Modeling, Corporate Finance, Due Diligence, Valuation, Mergers, Private Equity, Investment Banking, Financial Analysis, Capital Markets, Business Valuation, Equities, Finance, Financial Reporting, Hedge Funds, Mergers
Education
Emory University - Goizueta Business School 2005 — 2007
MBA
University of Mississippi 1997 — 2000
Bachelor
Raymond James Financial Inc. June 2007 - Present
Ernst & Young October 2000 - July 2005
Skills
Financial Modeling, Corporate Finance, Due Diligence, Valuation, Mergers, Private Equity, Investment Banking, Financial Analysis, Capital Markets, Business Valuation, Equities, Finance, Financial Reporting, Hedge Funds, Mergers
Education
Emory University - Goizueta Business School 2005 — 2007
MBA
University of Mississippi 1997 — 2000
Bachelor
Persia Shokoohi, J.D. Persia Shokoohi, J.D.'s Raymond James Financial Inc. Experience November 2013 - December 2014
Job Chief Compliance Officer at QIEF Management Corp. US
Industry Financial Services
Experience
QIEF Management Corp. - US January 2015 - Present
Raymond James Financial Inc. November 2013 - December 2014
Raymond James Financial Inc. July 2013 - October 2013
Koolective April 2012 - March 2013
The Fenderson Law Firm March 2012 - August 2012
Third District Court of Appeals September 2011 - December 2011
Eleventh Judicial Circuit: Miami-Dade County Criminal Court May 2011 - August 2011
LegalArt May 2011 - August 2011
Pardis Magazine June 2009 - 2010
Shahrvand June 2009 - 2010
Skills
Legal Research, Civil Litigation, Legal Writing, Public Speaking, Research, Appeals, Social Media, Microsoft Office, Westlaw, Editing, Due Diligence, Trademarks, Criminal Law, Entertainment Law, Copyright Law, Politics, Litigation, Mediation, Intellectual Property, Commercial Litigation, Non-profits, PowerPoint, Series 7
Education
University of Miami School of Law 2010 — 2013
JD, International Business, Trade, and Tax Law and Entertainment/Sports Law
Emory University 2005 — 2009
B.A., International Studies: Middle East; Conflict Resolution
QIEF Management Corp. - US January 2015 - Present
Raymond James Financial Inc. November 2013 - December 2014
Raymond James Financial Inc. July 2013 - October 2013
Koolective April 2012 - March 2013
The Fenderson Law Firm March 2012 - August 2012
Third District Court of Appeals September 2011 - December 2011
Eleventh Judicial Circuit: Miami-Dade County Criminal Court May 2011 - August 2011
LegalArt May 2011 - August 2011
Pardis Magazine June 2009 - 2010
Shahrvand June 2009 - 2010
Skills
Legal Research, Civil Litigation, Legal Writing, Public Speaking, Research, Appeals, Social Media, Microsoft Office, Westlaw, Editing, Due Diligence, Trademarks, Criminal Law, Entertainment Law, Copyright Law, Politics, Litigation, Mediation, Intellectual Property, Commercial Litigation, Non-profits, PowerPoint, Series 7
Education
University of Miami School of Law 2010 — 2013
JD, International Business, Trade, and Tax Law and Entertainment/Sports Law
Emory University 2005 — 2009
B.A., International Studies: Middle East; Conflict Resolution
Rocco Wall's Raymond James Financial Inc. Experience November 2010 - July 2012
Job Crude Oil Scheduler at Freepoint Commodities
Industry Oil & Energy
Experience
Freepoint Commodities August 2013 - Present
Freepoint Commodities July 2012 - August 2013
Raymond James Financial Inc. November 2010 - July 2012
Skills
Logistics Management, Oil Industry, Oil Pipeline Scheduling, Oil Trucking Logistics, Rail Operations, Commodity Markets, Bloomberg, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Accounting, Financial Reporting, Microsoft Office, Microsoft Word, Derivatives, Equities, Outlook, Options, Market Research, Hedging
Education
Fairfield University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Fairfield University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Freepoint Commodities August 2013 - Present
Freepoint Commodities July 2012 - August 2013
Raymond James Financial Inc. November 2010 - July 2012
Skills
Logistics Management, Oil Industry, Oil Pipeline Scheduling, Oil Trucking Logistics, Rail Operations, Commodity Markets, Bloomberg, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Accounting, Financial Reporting, Microsoft Office, Microsoft Word, Derivatives, Equities, Outlook, Options, Market Research, Hedging
Education
Fairfield University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Fairfield University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Simon Wein Simon Wein's Raymond James Financial Inc. Experience August 2014 - Present
Job Investment Banking Analyst Debt Origination & Restructuring at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Goizueta Business School January 2013 - Present
Merrill Lynch June 2014 - August 2014
BTIG, LLC June 2013 - August 2013
Living Real Estate June 2012 - August 2012
Skills
Real Estate Development, Real Estate, Valuation, Investments, Analytics, Strategy, Real Estate Transactions, Brokerage, Start-ups, Data Analysis, Entrepreneurship, Financial Analysis, Analysis, Sales, Private Equity, Venture Capital, Microsoft Excel, PowerPoint, Microsoft Office
Education
Goizueta Business School, Emory University 2011 — 2015
BBA, Finance & Accounting
North Shore Hebrew Academy Highschool 2007 — 2011
Raymond James Financial Inc. August 2014 - Present
Goizueta Business School January 2013 - Present
Merrill Lynch June 2014 - August 2014
BTIG, LLC June 2013 - August 2013
Living Real Estate June 2012 - August 2012
Skills
Real Estate Development, Real Estate, Valuation, Investments, Analytics, Strategy, Real Estate Transactions, Brokerage, Start-ups, Data Analysis, Entrepreneurship, Financial Analysis, Analysis, Sales, Private Equity, Venture Capital, Microsoft Excel, PowerPoint, Microsoft Office
Education
Goizueta Business School, Emory University 2011 — 2015
BBA, Finance & Accounting
North Shore Hebrew Academy Highschool 2007 — 2011
Michael Maldonado's Raymond James Financial Inc. Experience December 2012 - January 2013
Job Intern at Kavanagh Advisory Group, LLC
Industry Financial Services
Experience
Hall of Famers Holding Company May 2012 - Present
Kavanagh Advisory Group, LLC January 2015 - August 2015
Pinnacle Land & Title May 2014 - August 2014
Raymond James Financial Inc. December 2012 - January 2013
Skills
Financial Analysis, Financial Reporting, Data Analysis, Accounting, Communication, Microsoft Word, Microsoft Excel, QuickBooks, PowerPoint, Business Strategy, Research, Leadership, Social Networking, Networking, Training, Teamwork, Business Intelligence, Coaching, Microsoft Office
Education
Endicott College 2012 — 2016
Accounting and Finance
Palm Beach Central 2008 — 2012
High School
Hall of Famers Holding Company May 2012 - Present
Kavanagh Advisory Group, LLC January 2015 - August 2015
Pinnacle Land & Title May 2014 - August 2014
Raymond James Financial Inc. December 2012 - January 2013
Skills
Financial Analysis, Financial Reporting, Data Analysis, Accounting, Communication, Microsoft Word, Microsoft Excel, QuickBooks, PowerPoint, Business Strategy, Research, Leadership, Social Networking, Networking, Training, Teamwork, Business Intelligence, Coaching, Microsoft Office
Education
Endicott College 2012 — 2016
Accounting and Finance
Palm Beach Central 2008 — 2012
High School
Gergana Nenova, MBA & Master in Economics's Raymond James Financial Inc. Experience November 2004 - August 2008
Job Financial Reporting Manager VP Treasury at Citi
Industry Financial Services
Experience
Citi April 2013 - Present
Citi April 2012 - March 2013
Citi August 2011 - March 2012
Citi August 2008 - July 2011
Raymond James Financial Inc. November 2004 - August 2008
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Financial Services, Treasury, Banking, Data Analysis, Process Improvement, Business Process..., Finance, Analysis, Financial Risk
Education
University of Tampa 2006 — 2008
Master of Business Administration (MBA)
Eckerd College 2003 — 2004
Bachelor of Science (BS)
Stopanska akademija 'Dimitr Èenov'
Master's degree
Stopanska akademija 'Dimitr Èenov'
Bachelor's degree
Citi April 2013 - Present
Citi April 2012 - March 2013
Citi August 2011 - March 2012
Citi August 2008 - July 2011
Raymond James Financial Inc. November 2004 - August 2008
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Financial Services, Treasury, Banking, Data Analysis, Process Improvement, Business Process..., Finance, Analysis, Financial Risk
Education
University of Tampa 2006 — 2008
Master of Business Administration (MBA)
Eckerd College 2003 — 2004
Bachelor of Science (BS)
Stopanska akademija 'Dimitr Èenov'
Master's degree
Stopanska akademija 'Dimitr Èenov'
Bachelor's degree
Valerie Goddard Valerie Goddard's Raymond James Financial Inc. Experience December 1996 - June 2000
Job Mail Team Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
Transamerica February 2013 - September 2014
Transamerica October 2003 - February 2013
Transamerica January 2001 - October 2003
Transamerica June 2000 - January 2001
Raymond James Financial Inc. December 1996 - June 2000
Skills
Financial Services, Process Improvement, Relationship Management, Mutual Funds, Microsoft Office, Internal Communications, Insurance, Corporate Communications, Employee Engagement, Customer Experience, Strategic Communications, Coaching, Crisis Communications, Analysis, Management, Marketing Communications, Team Leadership, Time Management, Series 6, Banking, Customer Service, Business Analysis, Leadership, Root Cause Analysis, Industry Research, Critical Thinking, Complaints, Risk Management, Forms Development, Form Design and..., IRAs, Performance Management, Operations Management, Investments, Employee Learning &...
Education
Eckerd College
Business Management
State University of New York College at Brockport
New York Life Insurance Company April 2015 - Present
Transamerica February 2013 - September 2014
Transamerica October 2003 - February 2013
Transamerica January 2001 - October 2003
Transamerica June 2000 - January 2001
Raymond James Financial Inc. December 1996 - June 2000
Skills
Financial Services, Process Improvement, Relationship Management, Mutual Funds, Microsoft Office, Internal Communications, Insurance, Corporate Communications, Employee Engagement, Customer Experience, Strategic Communications, Coaching, Crisis Communications, Analysis, Management, Marketing Communications, Team Leadership, Time Management, Series 6, Banking, Customer Service, Business Analysis, Leadership, Root Cause Analysis, Industry Research, Critical Thinking, Complaints, Risk Management, Forms Development, Form Design and..., IRAs, Performance Management, Operations Management, Investments, Employee Learning &...
Education
Eckerd College
Business Management
State University of New York College at Brockport
Roger Noble, MBA, PMP, CMQOE's Raymond James Financial Inc. Experience April 1993 - June 1995
Job Strategic and Operational Leader
Industry Executive Office
Experience
Cunningham Lindsey November 2014 - Present
Clover Dominion LLC January 2014 - Present
Kforce August 2009 - December 2013
Shriners Hospitals for Children June 2007 - August 2009
Lifestyle Family Fitness January 2005 - June 2007
GE Healthcare August 1999 - December 2004
Vo-Syn August 1997 - August 1999
Danka Office Imaging June 1995 - August 1997
Raymond James Financial Inc. April 1993 - June 1995
Skills
Process Improvement, Six Sigma, Leadership, Organizational..., Outsourcing, Business Process..., Project Management, Project Planning, Performance Improvement, Human Resources, Quality Management, Change Management, Healthcare, Program Management, Consulting, Lean Manufacturing, Operations Management, Strategic Planning, Vendor Management, TQM, ISO, System Development, Quality Assurance, Cross-functional Team..., Team Building, Product Development, Strategic Intelligence, Financial Analysis, Strategic Financial..., Financial Variance..., Managing Global..., Startup Development, Employee Training, Curriculum Development, Pricing Analysis and..., Business Intelligence, Legal Compliance, SOX Compliancy, Comparative Market..., Mergers & Acquisitions, Shared Services, Offshore Management, International Trade..., Agile Methodologies, Lean Operations, Contract Management, PMP, Strategy, Management, Training
Education
Everest University-Tampa 1998 — 2000
Master of Business Administration (M.B.A.), Quantitative Analysis, 3.98 out of 4.0
Eckerd College 1990 — 1994
Bachelor's Degree, International Business, 3.84 out of 4.0
Cunningham Lindsey November 2014 - Present
Clover Dominion LLC January 2014 - Present
Kforce August 2009 - December 2013
Shriners Hospitals for Children June 2007 - August 2009
Lifestyle Family Fitness January 2005 - June 2007
GE Healthcare August 1999 - December 2004
Vo-Syn August 1997 - August 1999
Danka Office Imaging June 1995 - August 1997
Raymond James Financial Inc. April 1993 - June 1995
Skills
Process Improvement, Six Sigma, Leadership, Organizational..., Outsourcing, Business Process..., Project Management, Project Planning, Performance Improvement, Human Resources, Quality Management, Change Management, Healthcare, Program Management, Consulting, Lean Manufacturing, Operations Management, Strategic Planning, Vendor Management, TQM, ISO, System Development, Quality Assurance, Cross-functional Team..., Team Building, Product Development, Strategic Intelligence, Financial Analysis, Strategic Financial..., Financial Variance..., Managing Global..., Startup Development, Employee Training, Curriculum Development, Pricing Analysis and..., Business Intelligence, Legal Compliance, SOX Compliancy, Comparative Market..., Mergers & Acquisitions, Shared Services, Offshore Management, International Trade..., Agile Methodologies, Lean Operations, Contract Management, PMP, Strategy, Management, Training
Education
Everest University-Tampa 1998 — 2000
Master of Business Administration (M.B.A.), Quantitative Analysis, 3.98 out of 4.0
Eckerd College 1990 — 1994
Bachelor's Degree, International Business, 3.84 out of 4.0
Samantha Leonetti Samantha Leonetti's Raymond James Financial Inc. Experience December 2014 - January 2015
Job Market Research Analyst at McKinney
Industry Management Consulting
Experience
McKinney May 2015 - Present
Samantha Leonetti Photography 2010 - Present
Williams-Sonoma, Inc. October 2014 - April 2015
Raymond James Financial Inc. December 2014 - January 2015
Samantha Leonetti Tutoring May 2008 - June 2013
Skills
Photography, Portrait Photography, Editing, Portraits, Social Media, Microsoft Word, Facebook, Digital Imaging, Mathematics, Entrepreneurship, Strategy, Marketing, Microsoft Excel
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Management Studies, Business, Master's Degree
James Madison University 2010 — 2014
Batchelor of Science, Mathematics, Graduate
Great Valley High School 2006 — 2010
McKinney May 2015 - Present
Samantha Leonetti Photography 2010 - Present
Williams-Sonoma, Inc. October 2014 - April 2015
Raymond James Financial Inc. December 2014 - January 2015
Samantha Leonetti Tutoring May 2008 - June 2013
Skills
Photography, Portrait Photography, Editing, Portraits, Social Media, Microsoft Word, Facebook, Digital Imaging, Mathematics, Entrepreneurship, Strategy, Marketing, Microsoft Excel
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Management Studies, Business, Master's Degree
James Madison University 2010 — 2014
Batchelor of Science, Mathematics, Graduate
Great Valley High School 2006 — 2010
Pamela Lialias's Raymond James Financial Inc. Experience July 1992 - August 1993
Job Homeopathic Consultant at Spirit Homeopathy
Industry Apparel & Fashion
Experience
Spirit Homeopathy 2013 - Present
Johnny Mango Seed September 2007 - Present
Piper Jaffray January 1994 - September 1998
Raymond James Financial Inc. July 1992 - August 1993
Skills
Teaching, Leadership Development, Public Speaking, Editing, Project Management, Digital Photography, Internet Entrepreneur, Sewing, Craft, Writing, Consulting, Homeopathy, Leadership
Education
Duke University School of Law 1998 — 2001
JD
Eckerd College 1988 — 1992
BS, Psychology
Spirit Homeopathy 2013 - Present
Johnny Mango Seed September 2007 - Present
Piper Jaffray January 1994 - September 1998
Raymond James Financial Inc. July 1992 - August 1993
Skills
Teaching, Leadership Development, Public Speaking, Editing, Project Management, Digital Photography, Internet Entrepreneur, Sewing, Craft, Writing, Consulting, Homeopathy, Leadership
Education
Duke University School of Law 1998 — 2001
JD
Eckerd College 1988 — 1992
BS, Psychology
Najah Daher Najah Daher's Raymond James Financial Inc. Experience October 2011 - Present
Job Student at Eckerd College
Industry International Trade and Development
Experience
Raymond James Financial Inc. October 2011 - Present
Thee Hair Gallery Salon & Spa May 2007 - October 2011
S.K.I.L. Enterprises February 2007 - May 2007
Education
Eckerd College 2007 — 2011
Bachelor of Arts, International Business
Raymond James Financial Inc. October 2011 - Present
Thee Hair Gallery Salon & Spa May 2007 - October 2011
S.K.I.L. Enterprises February 2007 - May 2007
Education
Eckerd College 2007 — 2011
Bachelor of Arts, International Business
David Rappaport, CFA's Raymond James Financial Inc. Experience 2014 - Present
Job Senior Vice President at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. 2014 - Present
Inverness Advisors, LLC 2009 - 2014
Stanford Group Company 2008 - 2009
Thomas Weisel Partners 2006 - 2008
SG Cowen 2004 - 2006
Ibbotson Associates 1998 - 2002
Skills
Investment Banking, Venture Capital, Valuation, Mergers, Financial Modeling, Private Equity, Equities, Due Diligence, Investments, Portfolio Management, Alternative Investments, Corporate Finance, Asset Managment, Capital Markets, Corporate Development, Financial Analysis, Asset Allocation, Mergers & Acquisitions, Private Placements
Education
Emory University - Goizueta Business School 2002 — 2004
MBA
University of Wisconsin-Madison 1993 — 1997
BBA, Finance and Economics
Raymond James Financial Inc. 2014 - Present
Inverness Advisors, LLC 2009 - 2014
Stanford Group Company 2008 - 2009
Thomas Weisel Partners 2006 - 2008
SG Cowen 2004 - 2006
Ibbotson Associates 1998 - 2002
Skills
Investment Banking, Venture Capital, Valuation, Mergers, Financial Modeling, Private Equity, Equities, Due Diligence, Investments, Portfolio Management, Alternative Investments, Corporate Finance, Asset Managment, Capital Markets, Corporate Development, Financial Analysis, Asset Allocation, Mergers & Acquisitions, Private Placements
Education
Emory University - Goizueta Business School 2002 — 2004
MBA
University of Wisconsin-Madison 1993 — 1997
BBA, Finance and Economics
Jack Cohen CFP®, ChFC, CIMA®, CPWA® Jack Cohen CFP®, ChFC, CIMA®, CPWA®'s Raymond James Financial Inc. Experience 1993 - 1998
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2000 - Present
Robert W. Baird & Co. June 2000 - January 2010
Raymond James Financial Inc. 1993 - 1998
Education
Oglethorpe University
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst Certificate
East Carolina University - College of Business
The American College
Chartered Financial Consultant
University of Chicago
Certified Private Wealth Advisor
Robert W. Baird & Co. June 2000 - Present
Robert W. Baird & Co. June 2000 - January 2010
Raymond James Financial Inc. 1993 - 1998
Education
Oglethorpe University
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst Certificate
East Carolina University - College of Business
The American College
Chartered Financial Consultant
University of Chicago
Certified Private Wealth Advisor
Jeff Vancavage, CFA's Raymond James Financial Inc. Experience November 1999 - June 2001
Job Portfolio Manager at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management June 2013 - Present
Eagle Asset Management June 2001 - May 2013
Raymond James Financial Inc. November 1999 - June 2001
Skills
Equities, Portfolio Management, Investments, Equity Research, Hedge Funds, Real Estate, Asset Management, Series 7, Investment Strategies, Mutual Funds, Investment Management, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 1999 — 2001
MBA
Embry-Riddle Aeronautical University
BS, Aeronautical Science
Eagle Asset Management June 2013 - Present
Eagle Asset Management June 2001 - May 2013
Raymond James Financial Inc. November 1999 - June 2001
Skills
Equities, Portfolio Management, Investments, Equity Research, Hedge Funds, Real Estate, Asset Management, Series 7, Investment Strategies, Mutual Funds, Investment Management, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 1999 — 2001
MBA
Embry-Riddle Aeronautical University
BS, Aeronautical Science
Kris Geswein's Raymond James Financial Inc. Experience January 2003 - Present
Job Senior Compliance Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2003 - Present
Sound Ignition 2009 - 2014
UBS April 2002 - January 2003
Skills
Compliance, Auditing, Surveillance, Marketing Approval, Due Diligence, Financial Risk, Management, Fraud, Commercial Banking, Series 24, Negotiation, Loans, AML, Risk Management, Accounts Receivable, Leadership, Sarbanes-Oxley Act, Finance, Mergers, Customer Service, Internal Controls, FINRA, Mergers & Acquisitions, Credit, Banking, Operational Risk..., Financial Services
Education
East Tennessee State University 1998 — 2001
Bachelors, Business Finance
University of Tennessee-Knoxville 1996 — 1998
Raymond James Financial Inc. January 2003 - Present
Sound Ignition 2009 - 2014
UBS April 2002 - January 2003
Skills
Compliance, Auditing, Surveillance, Marketing Approval, Due Diligence, Financial Risk, Management, Fraud, Commercial Banking, Series 24, Negotiation, Loans, AML, Risk Management, Accounts Receivable, Leadership, Sarbanes-Oxley Act, Finance, Mergers, Customer Service, Internal Controls, FINRA, Mergers & Acquisitions, Credit, Banking, Operational Risk..., Financial Services
Education
East Tennessee State University 1998 — 2001
Bachelors, Business Finance
University of Tennessee-Knoxville 1996 — 1998
Todd Bauerle, CFP® Todd Bauerle, CFP®'s Raymond James Financial Inc. Experience 1984 - 1986
Job President & Principal at Bauerle Financial Inc.
Industry Financial Services
Experience
Bauerle Financial Inc 1995 - Present
Lincoln Financial Group 1986 - 1995
Raymond James Financial Inc. 1984 - 1986
Skills
Retirement Planning, Investments, Strategic Financial..., Strategic Planning, Small Business, Entrepreneurship, Wealth Management, Public Speaking, Estate Planning, Start-ups, Team Building, Coaching, Investment Advisory, Asset Managment, New Business Development, Marketing Strategy, Business Strategy, Leadership Development, Management Consulting, Retirement, Executive Management
Education
Embry-Riddle Aeronautical University 1978 — 1982
Bachelor of Science (B.S.), Business, Finance
Bauerle Financial Inc 1995 - Present
Lincoln Financial Group 1986 - 1995
Raymond James Financial Inc. 1984 - 1986
Skills
Retirement Planning, Investments, Strategic Financial..., Strategic Planning, Small Business, Entrepreneurship, Wealth Management, Public Speaking, Estate Planning, Start-ups, Team Building, Coaching, Investment Advisory, Asset Managment, New Business Development, Marketing Strategy, Business Strategy, Leadership Development, Management Consulting, Retirement, Executive Management
Education
Embry-Riddle Aeronautical University 1978 — 1982
Bachelor of Science (B.S.), Business, Finance
Marko Mikolaiski's Raymond James Financial Inc. Experience July 2012 - January 2013
Job Special Pricing Analyst at Broadview Networks
Industry Financial Services
Experience
Broadview Networks September 2013 - Present
Raymond James Financial Inc. July 2012 - January 2013
N&M Landscaping 2009 - 2011
Skills
Microsoft Office, Bloomberg Terminal, Drawing, Bilingual, Fitness, Portfolio Management, Financial Analysis, Market Research, Access, Event Planning, Finance, Financial Modeling, Investments, Leadership, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Social Media Marketing, Social Networking
Education
Fairfield University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
Broadview Networks September 2013 - Present
Raymond James Financial Inc. July 2012 - January 2013
N&M Landscaping 2009 - 2011
Skills
Microsoft Office, Bloomberg Terminal, Drawing, Bilingual, Fitness, Portfolio Management, Financial Analysis, Market Research, Access, Event Planning, Finance, Financial Modeling, Investments, Leadership, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Social Media Marketing, Social Networking
Education
Fairfield University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
Wade Carlisle, AAMS® Wade Carlisle, AAMS®'s Raymond James Financial Inc. Experience July 2015 - Present
Job AdvisorChoice Consultant at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. 2013 - Present
Bright House Networks 2005 - 2013
Skills
Leadership, Business Development, Strategic Planning, Team Building, Financial Planning, Finance, Marketing, Investments, Public Speaking, Management
Education
Flagler College 2002 — 2005
Bachelor of Arts (B.A.)
University of South Florida 2001 — 2002
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. 2013 - Present
Bright House Networks 2005 - 2013
Skills
Leadership, Business Development, Strategic Planning, Team Building, Financial Planning, Finance, Marketing, Investments, Public Speaking, Management
Education
Flagler College 2002 — 2005
Bachelor of Arts (B.A.)
University of South Florida 2001 — 2002
DJ Schmehl's Raymond James Financial Inc. Experience August 2014 - Present
Job Analyst at Raymond James Financial Inc.
Industry Telecommunications
Experience
Raymond James Financial Inc. August 2014 - Present
PharMerica May 2014 - June 2014
Verizon Data Services - IT October 2011 - November 2013
Verizon Data Services 2009 - 2011
Verizon Data Services September 1997 - November 2009
Skills
Visio, Continuus 6.0, Endevor, FrontPage 2000, MS Office Suite, RoboHelp, WinRunner, Business Operations..., Project and Release..., SharePoint, Microsoft Office, Endeavor, Operational Support, FrontPage, PeopleSoft, Configuration Management, SQL, WS_Ftp, SnagIt, GlobalMeet, WebX, Release Management, File Transfer..., Waterfall, Full SDLC, Management, Project Management, Requirements Analysis, Business Analysis, Quality Assurance, Vendor Management, SDLC
Education
Everest University-Tampa 2004 — 2008
Bachelor's Degree, Computer Information Science, 4.0 GPA
Hillsborough Community College 1997 — 2004
Associates of Science, Information Systems Analysis, 4.0 GPA
Raymond James Financial Inc. August 2014 - Present
PharMerica May 2014 - June 2014
Verizon Data Services - IT October 2011 - November 2013
Verizon Data Services 2009 - 2011
Verizon Data Services September 1997 - November 2009
Skills
Visio, Continuus 6.0, Endevor, FrontPage 2000, MS Office Suite, RoboHelp, WinRunner, Business Operations..., Project and Release..., SharePoint, Microsoft Office, Endeavor, Operational Support, FrontPage, PeopleSoft, Configuration Management, SQL, WS_Ftp, SnagIt, GlobalMeet, WebX, Release Management, File Transfer..., Waterfall, Full SDLC, Management, Project Management, Requirements Analysis, Business Analysis, Quality Assurance, Vendor Management, SDLC
Education
Everest University-Tampa 2004 — 2008
Bachelor's Degree, Computer Information Science, 4.0 GPA
Hillsborough Community College 1997 — 2004
Associates of Science, Information Systems Analysis, 4.0 GPA
Wes Singleton Wes Singleton's Raymond James Financial Inc. Experience September 2005 - Present
Job Investment advisor at Singleton & Singleton Investment Group of Raymond James
Industry Investment Management
Experience
Raymond James Financial Inc. September 2005 - Present
JC Bradford October 1989 - September 2005
Edward Jones April 1982 - October 1989
Skills
Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Investments, Equities, Portfolio Management, Asset Management, Mutual Funds, Wealth Management..., Retirement Planning, Fixed Income, Bonds, Investment Management, Alternative Investments
Education
East Carolina University 1977 — 1981
BSBA, Finance
Raymond James Financial Inc. September 2005 - Present
JC Bradford October 1989 - September 2005
Edward Jones April 1982 - October 1989
Skills
Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Investments, Equities, Portfolio Management, Asset Management, Mutual Funds, Wealth Management..., Retirement Planning, Fixed Income, Bonds, Investment Management, Alternative Investments
Education
East Carolina University 1977 — 1981
BSBA, Finance
Jean Dacanay's Raymond James Financial Inc. Experience August 2012 - December 2014
Job Manager/ Advisory at PwC
Industry Financial Services
Experience
PwC January 2015 - Present
Raymond James Financial Inc. August 2012 - December 2014
Raymond James Financial Inc. August 2012 - December 2014
Risknetix November 2011 - August 2012
NeoNet Securities Inc 2005 - October 2011
UPS March 2003 - December 2006
NASD April 2004 - October 2005
CIBC World Markets February 1993 - November 2002
Oppenheimer & Co. February 1993 - May 1997
Northwestern Mutual August 1990 - May 1991
Skills
Compliance, Equities, Equity Trading, Credit Analysis, Strategic Planning, Risk Management, Fixed Income Products, Mutual Funds, Derivatives, Options, Surveillance, SEC reporting, FINRA, Compliance Audits, Internal Audit, Electronic Trading, Anti Money Laundering, Bonds, Capital Markets, Financial Risk, Fixed Income, Quality Auditing, SEC filings, Securities, Trading
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA
Rutgers University-New Brunswick 1987 — 1991
PwC January 2015 - Present
Raymond James Financial Inc. August 2012 - December 2014
Raymond James Financial Inc. August 2012 - December 2014
Risknetix November 2011 - August 2012
NeoNet Securities Inc 2005 - October 2011
UPS March 2003 - December 2006
NASD April 2004 - October 2005
CIBC World Markets February 1993 - November 2002
Oppenheimer & Co. February 1993 - May 1997
Northwestern Mutual August 1990 - May 1991
Skills
Compliance, Equities, Equity Trading, Credit Analysis, Strategic Planning, Risk Management, Fixed Income Products, Mutual Funds, Derivatives, Options, Surveillance, SEC reporting, FINRA, Compliance Audits, Internal Audit, Electronic Trading, Anti Money Laundering, Bonds, Capital Markets, Financial Risk, Fixed Income, Quality Auditing, SEC filings, Securities, Trading
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA
Rutgers University-New Brunswick 1987 — 1991
Erin Hadary's Raymond James Financial Inc. Experience December 2005 - December 2010
Job
Industry Philanthropy
Experience
Emory and Henry College July 2013 - Present
SoFi Inc. October 2012 - February 2013
East Tennessee State University August 2011 - August 2012
Raymond James Financial Inc. December 2005 - December 2010
North Carolina State University January 2004 - November 2005
The Farm at Warren Wilson College August 2001 - May 2003
Skills
Sales, Investment Management, Fundraising, Business Strategy, Program Management, Leadership, Grant Management, Management, Nonprofits, Budgets, Start-ups, Marketing, Project Planning, Non-profits, CRM, Product Development, Public Speaking, Analysis, Cross-functional Team..., Sustainability, Team Building
Education
East Tennessee State University 2011 — 2012
MBA
Warren Wilson College 2000 — 2003
BS, Environmental Chemistry
CB West HighSchool
Emory and Henry College July 2013 - Present
SoFi Inc. October 2012 - February 2013
East Tennessee State University August 2011 - August 2012
Raymond James Financial Inc. December 2005 - December 2010
North Carolina State University January 2004 - November 2005
The Farm at Warren Wilson College August 2001 - May 2003
Skills
Sales, Investment Management, Fundraising, Business Strategy, Program Management, Leadership, Grant Management, Management, Nonprofits, Budgets, Start-ups, Marketing, Project Planning, Non-profits, CRM, Product Development, Public Speaking, Analysis, Cross-functional Team..., Sustainability, Team Building
Education
East Tennessee State University 2011 — 2012
MBA
Warren Wilson College 2000 — 2003
BS, Environmental Chemistry
CB West HighSchool
Josh Bohlander Josh Bohlander's Raymond James Financial Inc. Experience May 2011 - Present
Job Vice President, Advisor Technology at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2011 - Present
Raymond James Financial March 2007 - May 2011
Raymond James Financial April 2005 - February 2007
Raymond James Financial July 2001 - March 2005
Boston Financial Data Services September 1999 - June 2001
Skills
Advisory Boards, Priority Setting, Product Management, Strategic Communications, Customer Relations, Public Speaking, Presentation Development, Customer Service, Technology Leadership, Portfolio Management, Change Management, Strategic Financial..., Budgets, Management, Mergers & Acquisitions, Team Management, Securities, Mutual Funds, SDLC, Asset Allocation, Financial Advisory, Process Improvement, Financial Services, Asset Management, Retirement, Risk Management, Retirement Planning, Wealth Management, Business Analysis, Investment Strategies, Investment Advisory, Vendor Management, Program Management, Product Innovation
Education
Eckerd College 1990 — 1994
B.A., Business Management
Raymond James Financial Inc. May 2011 - Present
Raymond James Financial March 2007 - May 2011
Raymond James Financial April 2005 - February 2007
Raymond James Financial July 2001 - March 2005
Boston Financial Data Services September 1999 - June 2001
Skills
Advisory Boards, Priority Setting, Product Management, Strategic Communications, Customer Relations, Public Speaking, Presentation Development, Customer Service, Technology Leadership, Portfolio Management, Change Management, Strategic Financial..., Budgets, Management, Mergers & Acquisitions, Team Management, Securities, Mutual Funds, SDLC, Asset Allocation, Financial Advisory, Process Improvement, Financial Services, Asset Management, Retirement, Risk Management, Retirement Planning, Wealth Management, Business Analysis, Investment Strategies, Investment Advisory, Vendor Management, Program Management, Product Innovation
Education
Eckerd College 1990 — 1994
B.A., Business Management
Mark Whatley Mark Whatley's Raymond James Financial Inc. Experience January 2009 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2009 - Present
Skills
Retirement Planning, Investment Advisory, Wealth Management, Investments, Mutual Funds, Fixed Annuities
Education
Georgia State University - J. Mack Robinson College of Business 1979 — 1981
MBA
Emory University 1975 — 1979
bs, biology
Raymond James Financial Inc. January 2009 - Present
Skills
Retirement Planning, Investment Advisory, Wealth Management, Investments, Mutual Funds, Fixed Annuities
Education
Georgia State University - J. Mack Robinson College of Business 1979 — 1981
MBA
Emory University 1975 — 1979
bs, biology
Hannah Everett Hannah Everett's Raymond James Financial Inc. Experience May 2014 - July 2014
Job FMAPGlobal Banking Credit Products Finance at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
Tsunami Volleyball Club November 2013 - June 2015
Accel-KKR February 2015 - May 2015
Emory University Goizueta Business School January 2015 - April 2015
Raymond James Financial Inc. May 2014 - July 2014
Emory University Goizueta Business School January 2013 - May 2014
Kanakuk Kamps January 2013 - August 2013
Kate's Club March 2013 - May 2013
Emory University Volleyball July 2011 - July 2012
Emory University Intramurals February 2012 - May 2012
Education
Goizueta Business School, Emory University 2013 — 2014
Bachelor of Business Administration (BBA), Finance, Marketing, Sports Management
Emory University - Goizueta Business School 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Bank of America June 2015 - Present
Tsunami Volleyball Club November 2013 - June 2015
Accel-KKR February 2015 - May 2015
Emory University Goizueta Business School January 2015 - April 2015
Raymond James Financial Inc. May 2014 - July 2014
Emory University Goizueta Business School January 2013 - May 2014
Kanakuk Kamps January 2013 - August 2013
Kate's Club March 2013 - May 2013
Emory University Volleyball July 2011 - July 2012
Emory University Intramurals February 2012 - May 2012
Education
Goizueta Business School, Emory University 2013 — 2014
Bachelor of Business Administration (BBA), Finance, Marketing, Sports Management
Emory University - Goizueta Business School 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Nicholas Shepard Nicholas Shepard's Raymond James Financial Inc. Experience March 2014 - Present
Job Equity Sales Trader at Raymond James
Industry Banking
Experience
Raymond James Financial Inc. March 2014 - Present
Bank of America / Merrill Lynch June 2002 - April 2013
Skills
Series 7, Series 63, Equities, Equity Trading, Bloomberg, Fidessa, Electronic Trading, Trading, Equity Derivatives, Financial Markets, Options, ETFs, FINRA, Trading Systems, Securities, Derivatives
Education
Fairleigh Dickinson University 1998 — 2002
Bachelor of Science (BS), Finance, General
Raymond James Financial Inc. March 2014 - Present
Bank of America / Merrill Lynch June 2002 - April 2013
Skills
Series 7, Series 63, Equities, Equity Trading, Bloomberg, Fidessa, Electronic Trading, Trading, Equity Derivatives, Financial Markets, Options, ETFs, FINRA, Trading Systems, Securities, Derivatives
Education
Fairleigh Dickinson University 1998 — 2002
Bachelor of Science (BS), Finance, General
Samuel K Osborne MBA Samuel K Osborne MBA's Raymond James Financial Inc. Experience June 2011 - June 2012
Job Freelance Graphic Designer
Industry Graphic Design
Experience
Monsta Clothing Company August 2015 - Present
Uber September 2014 - Present
Publix Supermarkets September 2012 - Present
Self-employed private tutor August 2013 - May 2015
Columbia County (FL) School District - Eastside Elementary October 2012 - January 2014
Raymond James Financial Inc. June 2011 - June 2012
Skills
Marketing, Advertising, Adobe Creative Suite, Adobe Acrobat, Brand Development, Branding & Identity, Customer Service, Public Speaking, Microsoft Office, Event Planning, Leadership, Microsoft Excel, Social Media, Sales, PowerPoint, Social Networking
Education
Santa Fe College 2014 — 2016
Associate’s Degree, Graphic Design
University of North Florida 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 3.49
Flagler College 2005 — 2009
Bachelor of Arts (BA), Accounting and Business/Management, 3.75
Monsta Clothing Company August 2015 - Present
Uber September 2014 - Present
Publix Supermarkets September 2012 - Present
Self-employed private tutor August 2013 - May 2015
Columbia County (FL) School District - Eastside Elementary October 2012 - January 2014
Raymond James Financial Inc. June 2011 - June 2012
Skills
Marketing, Advertising, Adobe Creative Suite, Adobe Acrobat, Brand Development, Branding & Identity, Customer Service, Public Speaking, Microsoft Office, Event Planning, Leadership, Microsoft Excel, Social Media, Sales, PowerPoint, Social Networking
Education
Santa Fe College 2014 — 2016
Associate’s Degree, Graphic Design
University of North Florida 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 3.49
Flagler College 2005 — 2009
Bachelor of Arts (BA), Accounting and Business/Management, 3.75
Sherry Glaser's Raymond James Financial Inc. Experience August 2006 - December 2009
Job Client Services
Industry Financial Services
Experience
Raymond James Financial Services Inc. September 2014 - Present
Raymond James Financial Inc. August 2006 - December 2009
Franklin Templeton Investments June 2004 - February 2006
Raymond James Financial Inc. February 2001 - June 2004
Indiana Technology Partnership 2000 - 2000
USF&G 1997 - 2000
Skills
Deferred Compensation, Financial Services, HRIS, Securities, Personnel Management, Succession Planning, Human Resources, Onboarding, Management
Education
Eckerd College 2001 — 2003
BA, Human Resources & Int'l Business & Finance
Raymond James Financial Services Inc. September 2014 - Present
Raymond James Financial Inc. August 2006 - December 2009
Franklin Templeton Investments June 2004 - February 2006
Raymond James Financial Inc. February 2001 - June 2004
Indiana Technology Partnership 2000 - 2000
USF&G 1997 - 2000
Skills
Deferred Compensation, Financial Services, HRIS, Securities, Personnel Management, Succession Planning, Human Resources, Onboarding, Management
Education
Eckerd College 2001 — 2003
BA, Human Resources & Int'l Business & Finance
Kristofer Stubbs Kristofer Stubbs's Raymond James Financial Inc. Experience September 2011 - March 2012
Job Online Instructor Instructional Designer (ELearning)
Industry E-Learning
Experience
University of South Florida, Career Services August 2014 - Present
TailoredU Academy January 2012 - Present
www.KristoferFilms.com January 2013 - Present
Wells Fargo September 2012 - July 2014
Palm Beach State College September 2013 - December 2013
University of South Florida May 2011 - May 2012
Raymond James Financial Inc. September 2011 - March 2012
University of South Florida August 2009 - May 2011
University of South Florida August 2010 - December 2010
Skills
Digital Marketing, Online Marketing, Branding Development, Public Relations, Teaching, Event Management, Promotions, Student Services, Event Planning, Social Media, Public Speaking, Blogging, Microsoft Office, Social Media Marketing, Higher Education, Social Media Monitoring, Social Networking, Career Development, Email Marketing, Coaching, Student Development, Student Affairs, Career Counseling, Academic Advising, Nonprofits, Fundraising, Community Outreach
Education
Duke University
Bachelor of Arts, Sociology
University of South Florida
Master of Education, College Student Affairs
University of South Florida
Master’s Degree, Educational/Instructional Media Design
University of South Florida, Career Services August 2014 - Present
TailoredU Academy January 2012 - Present
www.KristoferFilms.com January 2013 - Present
Wells Fargo September 2012 - July 2014
Palm Beach State College September 2013 - December 2013
University of South Florida May 2011 - May 2012
Raymond James Financial Inc. September 2011 - March 2012
University of South Florida August 2009 - May 2011
University of South Florida August 2010 - December 2010
Skills
Digital Marketing, Online Marketing, Branding Development, Public Relations, Teaching, Event Management, Promotions, Student Services, Event Planning, Social Media, Public Speaking, Blogging, Microsoft Office, Social Media Marketing, Higher Education, Social Media Monitoring, Social Networking, Career Development, Email Marketing, Coaching, Student Development, Student Affairs, Career Counseling, Academic Advising, Nonprofits, Fundraising, Community Outreach
Education
Duke University
Bachelor of Arts, Sociology
University of South Florida
Master of Education, College Student Affairs
University of South Florida
Master’s Degree, Educational/Instructional Media Design
Christina Soinski Christina Soinski's Raymond James Financial Inc. Experience June 2012 - August 2013
Job MBA Candidate at Duke University – The Fuqua School of Business
Industry Marketing and Advertising
Experience
Duke University – The Fuqua School of Business July 2014 - Present
Georgia-Pacific LLC May 2015 - August 2015
CollegeCert October 2014 - May 2015
Bisk Education August 2013 - July 2014
Raymond James Financial Inc. June 2012 - August 2013
Raymond James Financial Inc. August 2011 - June 2012
Aon Hewitt July 2010 - August 2011
Prophet January 2010 - May 2010
TwentySix2 Marketing October 2008 - March 2010
SunTrust Bank May 2009 - July 2009
Skills
Brand Management, Market Research, Marketing Strategy, Competitive Analysis, Marketing, Strategy, Digital Marketing, Corporate Communications, Integrated Marketing, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy
Emory University - Goizueta Business School
Bachelor of Business Administration (B.B.A.), Marketing, Management
Duke University – The Fuqua School of Business July 2014 - Present
Georgia-Pacific LLC May 2015 - August 2015
CollegeCert October 2014 - May 2015
Bisk Education August 2013 - July 2014
Raymond James Financial Inc. June 2012 - August 2013
Raymond James Financial Inc. August 2011 - June 2012
Aon Hewitt July 2010 - August 2011
Prophet January 2010 - May 2010
TwentySix2 Marketing October 2008 - March 2010
SunTrust Bank May 2009 - July 2009
Skills
Brand Management, Market Research, Marketing Strategy, Competitive Analysis, Marketing, Strategy, Digital Marketing, Corporate Communications, Integrated Marketing, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy
Emory University - Goizueta Business School
Bachelor of Business Administration (B.B.A.), Marketing, Management
Kelsey Ladenburg Kelsey Ladenburg's Raymond James Financial Inc. Experience April 2011 - Present
Job Office Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2011 - Present
Glacier BanCorp Inc June 2010 - April 2011
Skills
Customer Service, Microsoft Office, Banking, Microsoft Word, Office Administration, Office Management, Microsoft Excel, Outlook, Event Planning, Leadership, Marketing, Sales
Education
Montana State University-Bozeman 2007 — 2010
Bachelor of Science (BS), Business Management
Montana State University-Bozeman 2007 — 2010
Minor, Small Business Entrepreneurship
Flathead Valley Community College 2006 — 2007
Raymond James Financial Inc. April 2011 - Present
Glacier BanCorp Inc June 2010 - April 2011
Skills
Customer Service, Microsoft Office, Banking, Microsoft Word, Office Administration, Office Management, Microsoft Excel, Outlook, Event Planning, Leadership, Marketing, Sales
Education
Montana State University-Bozeman 2007 — 2010
Bachelor of Science (BS), Business Management
Montana State University-Bozeman 2007 — 2010
Minor, Small Business Entrepreneurship
Flathead Valley Community College 2006 — 2007
Andrew Keil Andrew Keil's Raymond James Financial Inc. Experience September 2014 - Present
Job Vice President of Fixed Income Capital Markets
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Raymond James February 2014 - September 2014
Raymond James Financial Inc. June 2010 - February 2014
Raymond James Financial Inc. May 2007 - May 2010
Skills
Strategic Financial..., Portfolio Management, Wealth Management, Non-profit Consulting, Asset Allocation, Asset Protection, Financial Risk, Financial Markets, Investment Strategies, Financial Analysis, Asset Management, 529 Plans, Alternative Investments, Financial Services, Nonprofits, Financial Reporting, Investments, Mutual Funds, Securities, Financial Advisory, Finance, Private Equity, Hedge Funds, Investment Advisory, Retirement Planning, Series 7, Risk Management
Education
Eckerd College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Raymond James Financial Inc. September 2014 - Present
Raymond James February 2014 - September 2014
Raymond James Financial Inc. June 2010 - February 2014
Raymond James Financial Inc. May 2007 - May 2010
Skills
Strategic Financial..., Portfolio Management, Wealth Management, Non-profit Consulting, Asset Allocation, Asset Protection, Financial Risk, Financial Markets, Investment Strategies, Financial Analysis, Asset Management, 529 Plans, Alternative Investments, Financial Services, Nonprofits, Financial Reporting, Investments, Mutual Funds, Securities, Financial Advisory, Finance, Private Equity, Hedge Funds, Investment Advisory, Retirement Planning, Series 7, Risk Management
Education
Eckerd College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Erin Dent Erin Dent's Raymond James Financial Inc. Experience October 2011 - July 2013
Job Youth Director and Assistant Manager at ALDO
Industry Retail
Experience
ALDO Group May 2015 - Present
United Methodist Church of the Open Door March 2015 - Present
Lincoln University February 2015 - June 2015
DTLR, Inc. May 2014 - January 2015
Raymond James Financial Inc. October 2011 - July 2013
Skills
Customer Service, Office Administration, Youth Mentoring, Communication, Community Outreach, Sales, Financial Services, Management, Program Development, Staff Development, Microsoft Office, Retirement Planning, Investments, Series 7, Series 63, Securities
Education
East Stroudsburg University of Pennsylvania
English Language and Literature, General
Wilmington University
Psychology
ALDO Group May 2015 - Present
United Methodist Church of the Open Door March 2015 - Present
Lincoln University February 2015 - June 2015
DTLR, Inc. May 2014 - January 2015
Raymond James Financial Inc. October 2011 - July 2013
Skills
Customer Service, Office Administration, Youth Mentoring, Communication, Community Outreach, Sales, Financial Services, Management, Program Development, Staff Development, Microsoft Office, Retirement Planning, Investments, Series 7, Series 63, Securities
Education
East Stroudsburg University of Pennsylvania
English Language and Literature, General
Wilmington University
Psychology
Judy Gordon Judy Gordon's Raymond James Financial Inc. Experience January 2001 - June 2002
Job Director of Marketing
Industry Marketing and Advertising
Experience
Origami Risk February 2015 - Present
Zebra Technologies February 2012 - February 2015
Chicago Board of Trade October 2002 - July 2003
Raymond James Financial Inc. January 2001 - June 2002
RR Donnelley 1999 - 2000
Motorola 1994 - 1999
Thermo King 1989 - 1992
Skills
Online Marketing, Pricing, Marketing Strategy, Target Identification, Brand Development, Internet Strategy, Social Media Marketing, Product Management, Business Development, Competitive Analysis, Strategic Planning, Marketing
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Duke University 1984 — 1988
BSME, Mechanical Engineering
Origami Risk February 2015 - Present
Zebra Technologies February 2012 - February 2015
Chicago Board of Trade October 2002 - July 2003
Raymond James Financial Inc. January 2001 - June 2002
RR Donnelley 1999 - 2000
Motorola 1994 - 1999
Thermo King 1989 - 1992
Skills
Online Marketing, Pricing, Marketing Strategy, Target Identification, Brand Development, Internet Strategy, Social Media Marketing, Product Management, Business Development, Competitive Analysis, Strategic Planning, Marketing
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Duke University 1984 — 1988
BSME, Mechanical Engineering
Anthony Fernandez Anthony Fernandez's Raymond James Financial Inc. Experience May 2008 - September 2008
Job Business Development Manager at PayPal LATAM
Industry Financial Services
Experience
PayPal April 2013 - Present
Standard & Poor's May 2012 - April 2013
Standard & Poor's July 2010 - April 2012
Sponsors for Educational Opportunity May 2009 - September 2009
J.P. Morgan Asset Management June 2009 - August 2009
Raymond James Financial Inc. May 2008 - September 2008
Skills
Investments, Financial Modeling, Valuation, Venture Capital, Latin American Business, Entrepreneurship, Business Development, Emerging Markets, Payments, Excel models, E-commerce, Salesforce.com, SaaS, Mobile Payments
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance, Operations Management
Emory University 2006 — 2010
Bachelor of Business Administration, Finance
Belen Jesuit Preparatory School 2002 — 2006
High School
PayPal April 2013 - Present
Standard & Poor's May 2012 - April 2013
Standard & Poor's July 2010 - April 2012
Sponsors for Educational Opportunity May 2009 - September 2009
J.P. Morgan Asset Management June 2009 - August 2009
Raymond James Financial Inc. May 2008 - September 2008
Skills
Investments, Financial Modeling, Valuation, Venture Capital, Latin American Business, Entrepreneurship, Business Development, Emerging Markets, Payments, Excel models, E-commerce, Salesforce.com, SaaS, Mobile Payments
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance, Operations Management
Emory University 2006 — 2010
Bachelor of Business Administration, Finance
Belen Jesuit Preparatory School 2002 — 2006
High School
Christina Crowner Christina Crowner's Raymond James Financial Inc. Experience January 2012 - Present
Job Software Engineer at Raymond James Financial Inc.
Industry Computer Software
Experience
Raymond James Financial Inc. January 2012 - Present
GFI Software April 2009 - December 2011
Raymond James Financial Inc. June 2008 - April 2009
Skills
C#, Python, C++, .NET, Microsoft SQL Server, Visual Studio, Agile Methodologies, TDD
Education
Eckerd College 2005 — 2009
BS, Computer Science
Raymond James Financial Inc. January 2012 - Present
GFI Software April 2009 - December 2011
Raymond James Financial Inc. June 2008 - April 2009
Skills
C#, Python, C++, .NET, Microsoft SQL Server, Visual Studio, Agile Methodologies, TDD
Education
Eckerd College 2005 — 2009
BS, Computer Science
J. Logan Martin SPHR J. Logan Martin SPHR's Raymond James Financial Inc. Experience September 2011 - May 2015
Job Talent Management, OE/OD Leader
Industry Human Resources
Experience
Raymond James Financial Inc. September 2011 - May 2015
Chapters Health System 2015 - 2015
VF Corporation September 2010 - September 2011
JLM Performance Dynamics April 2009 - September 2010
Franklin Templeton Investments June 2004 - February 2009
Franklin Templeton Investments April 1998 - June 2004
Franklin Templeton Investments June 1994 - April 1998
Alltel May 1992 - April 1994
FDIC November 1990 - May 1992
Wachovia April 1989 - December 1990
Skills
Talent Management, Succession Planning, Performance Management, Organizational..., Leadership Development, Recruiting, Training, Talent Acquisition, Onboarding, Organizational..., Employee Engagement, Workforce Planning, Coaching, HR Consulting, Management, Human Resources, Leadership, Team Leadership, Process Improvement, Strategy, Personnel Management, Deferred Compensation, Employee Benefits, Strategic Planning, Program Management, HRIS, Career Development, Executive Coaching, Consulting, Hiring, Staff Development, Organizational Design, Sourcing, New Hire Orientations, Change Management, Training Delivery, 360 Feedback, Human Capital, Performance Appraisal, Performance Improvement, Management Consulting, Team Building, E-Learning, Management Development, Performance Consulting, Strategic HR, Instructional Design, Interviews, Employee Relations, Employee Training
Education
University of South Florida - College of Business Administration 2004 — 2006
MBA, International Business
Kansas State University 1985 — 1987
M.S., Industrial/Organizational Psychology
Eckerd College 1980 — 1984
B.A., Psychology
Raymond James Financial Inc. September 2011 - May 2015
Chapters Health System 2015 - 2015
VF Corporation September 2010 - September 2011
JLM Performance Dynamics April 2009 - September 2010
Franklin Templeton Investments June 2004 - February 2009
Franklin Templeton Investments April 1998 - June 2004
Franklin Templeton Investments June 1994 - April 1998
Alltel May 1992 - April 1994
FDIC November 1990 - May 1992
Wachovia April 1989 - December 1990
Skills
Talent Management, Succession Planning, Performance Management, Organizational..., Leadership Development, Recruiting, Training, Talent Acquisition, Onboarding, Organizational..., Employee Engagement, Workforce Planning, Coaching, HR Consulting, Management, Human Resources, Leadership, Team Leadership, Process Improvement, Strategy, Personnel Management, Deferred Compensation, Employee Benefits, Strategic Planning, Program Management, HRIS, Career Development, Executive Coaching, Consulting, Hiring, Staff Development, Organizational Design, Sourcing, New Hire Orientations, Change Management, Training Delivery, 360 Feedback, Human Capital, Performance Appraisal, Performance Improvement, Management Consulting, Team Building, E-Learning, Management Development, Performance Consulting, Strategic HR, Instructional Design, Interviews, Employee Relations, Employee Training
Education
University of South Florida - College of Business Administration 2004 — 2006
MBA, International Business
Kansas State University 1985 — 1987
M.S., Industrial/Organizational Psychology
Eckerd College 1980 — 1984
B.A., Psychology
Alisa Wilson Alisa Wilson's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Student Assistant for Institutional Research & Effectiveness at LeTourneau University
Industry
Experience
LeTourneau University 2015 - Present
LeTourneau University 2015 - Present
LeTourneau University 2015 - Present
LeTourneau University December 2014 - Present
Clearview Chiropractic & Massage LLC 2014 - Present
Raymond James Financial Inc. May 2014 - August 2014
Toys R Us May 2014 - August 2014
Raymond-James Financial Services June 2013 - August 2013
Gold Creek Community Church March 2008 - August 2013
Vicky Buchanan July 2011 - July 2013
Skills
Data Entry, Filing, Microsoft Office, Sales, Cashiering, Public Speaking, Research, Microsoft Word, Customer Service, Microsoft Excel
Education
Everett Community College 2011 — 2013
Glacier Peak High School 2009 — 2013
LeTourneau University
Biology, General
LeTourneau University 2015 - Present
LeTourneau University 2015 - Present
LeTourneau University 2015 - Present
LeTourneau University December 2014 - Present
Clearview Chiropractic & Massage LLC 2014 - Present
Raymond James Financial Inc. May 2014 - August 2014
Toys R Us May 2014 - August 2014
Raymond-James Financial Services June 2013 - August 2013
Gold Creek Community Church March 2008 - August 2013
Vicky Buchanan July 2011 - July 2013
Skills
Data Entry, Filing, Microsoft Office, Sales, Cashiering, Public Speaking, Research, Microsoft Word, Customer Service, Microsoft Excel
Education
Everett Community College 2011 — 2013
Glacier Peak High School 2009 — 2013
LeTourneau University
Biology, General
Carissa R. Hanson Carissa R. Hanson's Raymond James Financial Inc. Experience September 2005 - March 2006
Job Associate Counsel at Wake Forest University Baptist Medical Center
Industry Hospital & Health Care
Experience
Wake Forest University Baptist Medical Center July 2013 - Present
Wake Forest University Baptist Medical Center March 2012 - June 2013
Wake Forest University Baptist Medical Center August 2011 - March 2012
Wake Forest University Baptist Medical Center June 2011 - August 2011
Wake Forest University School of Law June 2010 - December 2010
Avineon, Inc. July 2006 - July 2009
Raymond James Financial Inc. September 2005 - March 2006
Raymond James Financial Inc. May 2005 - September 2005
Education
Wake Forest University School of Law 2009 — 2012
J.D.
Eckerd College 2003 — 2006
B.A., East Asian Studies, International Business
Wake Forest University Baptist Medical Center July 2013 - Present
Wake Forest University Baptist Medical Center March 2012 - June 2013
Wake Forest University Baptist Medical Center August 2011 - March 2012
Wake Forest University Baptist Medical Center June 2011 - August 2011
Wake Forest University School of Law June 2010 - December 2010
Avineon, Inc. July 2006 - July 2009
Raymond James Financial Inc. September 2005 - March 2006
Raymond James Financial Inc. May 2005 - September 2005
Education
Wake Forest University School of Law 2009 — 2012
J.D.
Eckerd College 2003 — 2006
B.A., East Asian Studies, International Business
Tejpal Ahluwalia's Raymond James Financial Inc. Experience May 2011 - August 2011
Job Private Equity Summer Analyst at Samarian Group
Industry Investment Banking
Experience
Samarian Group January 2014 - August 2014
Barclays June 2013 - August 2013
Wellington Management May 2012 - July 2012
SAMSI May 2012 - May 2012
Raymond James Financial Inc. May 2011 - August 2011
Skills
Analysis, Bloomberg, Capital Markets, Trading, Equities, Equity Trading, Private Equity, Quantitative Finance, Financial Modeling, Investment Banking, Investment Strategies, Matlab, Microsoft Excel, C++, Technical Analysis, Equity Research, Valuation, Investments, Microsoft Office, Microsoft Word, PowerPoint
Education
Emory University
Bachelor of Science (B.S.), Applied Mathematics
Walton High School 2006 — 2010
Samarian Group January 2014 - August 2014
Barclays June 2013 - August 2013
Wellington Management May 2012 - July 2012
SAMSI May 2012 - May 2012
Raymond James Financial Inc. May 2011 - August 2011
Skills
Analysis, Bloomberg, Capital Markets, Trading, Equities, Equity Trading, Private Equity, Quantitative Finance, Financial Modeling, Investment Banking, Investment Strategies, Matlab, Microsoft Excel, C++, Technical Analysis, Equity Research, Valuation, Investments, Microsoft Office, Microsoft Word, PowerPoint
Education
Emory University
Bachelor of Science (B.S.), Applied Mathematics
Walton High School 2006 — 2010
Nicole Vigne's Raymond James Financial Inc. Experience January 2004 - January 2005
Job Licensed Insurance Agent
Industry Insurance
Experience
Bay Insurance Agency January 2011 - Present
Allstate January 2006 - January 2011
Allstate January 2005 - January 2006
Raymond James Financial Inc. January 2004 - January 2005
Skills
Auto Insurance, Homeowners, Flood Insurance, Boat Insurance, Motorcycle Insurance, RV Insurance, Commercial Insurance, Umbrella Insurance, Professional Liability, Health Insurance, Life Insurance, Strategic Planning, Contract Negotiation, Medicare, Open Enrollment, Property & Casualty..., Marketing, Marine Insurance, Term Life Insurance, Underwriting, Employee Benefits, Sales, Fixed Annuities, Disability Insurance, RV
Education
Edison Community College
Bay Insurance Agency January 2011 - Present
Allstate January 2006 - January 2011
Allstate January 2005 - January 2006
Raymond James Financial Inc. January 2004 - January 2005
Skills
Auto Insurance, Homeowners, Flood Insurance, Boat Insurance, Motorcycle Insurance, RV Insurance, Commercial Insurance, Umbrella Insurance, Professional Liability, Health Insurance, Life Insurance, Strategic Planning, Contract Negotiation, Medicare, Open Enrollment, Property & Casualty..., Marketing, Marine Insurance, Term Life Insurance, Underwriting, Employee Benefits, Sales, Fixed Annuities, Disability Insurance, RV
Education
Edison Community College
Ellen Freeman's Raymond James Financial Inc. Experience May 2012 - August 2012
Job Law Clerk at Flaherty & O'Hara PC
Industry Law Practice
Experience
Flaherty & O'Hara PC May 2014 - Present
Duquesne University School of Law May 2013 - August 2013
Raymond James Financial Inc. May 2012 - August 2012
Klatt Law Offices May 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Legal Research, Legal Writing, Customer Service, Public Speaking, Westlaw, Event Planning, Administrative..., Teamwork, Social Media, Data Entry, Time Management
Education
Duquesne University School of Law 2012 — 2015
Duquesne University 2008 — 2011
Bachelor of Arts (B.A.), Political Science and Psychology, GPA - 3.3697
Flaherty & O'Hara PC May 2014 - Present
Duquesne University School of Law May 2013 - August 2013
Raymond James Financial Inc. May 2012 - August 2012
Klatt Law Offices May 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Legal Research, Legal Writing, Customer Service, Public Speaking, Westlaw, Event Planning, Administrative..., Teamwork, Social Media, Data Entry, Time Management
Education
Duquesne University School of Law 2012 — 2015
Duquesne University 2008 — 2011
Bachelor of Arts (B.A.), Political Science and Psychology, GPA - 3.3697
Kyle Swartz Kyle Swartz's Raymond James Financial Inc. Experience July 2014 - Present
Job Entertainment Coordinator at Universal Orlando Resort
Industry Entertainment
Experience
Universal Orlando Resort August 2014 - Present
Raymond James Financial Inc. July 2014 - Present
United States Marine Corps April 2012 - Present
Skills
Entertainment, Film Production, Creative Writing, Microsoft Office, Event Management, Leadership, Social Networking, Public Speaking, Video Editing, Acting, Video, Video Production, Television, PowerPoint, Microsoft Excel, Digital Media, Final Cut Pro, Public Relations, Editing, Photography, Theatre, Team Leadership, Facebook, Film, Microsoft Word, Event Planning, Customer Service
Education
Valencia College
Film
Hillsborough Community College
Film and Theater
Embry-Riddle Aeronautical University
Aeronautical Science
Universal Orlando Resort August 2014 - Present
Raymond James Financial Inc. July 2014 - Present
United States Marine Corps April 2012 - Present
Skills
Entertainment, Film Production, Creative Writing, Microsoft Office, Event Management, Leadership, Social Networking, Public Speaking, Video Editing, Acting, Video, Video Production, Television, PowerPoint, Microsoft Excel, Digital Media, Final Cut Pro, Public Relations, Editing, Photography, Theatre, Team Leadership, Facebook, Film, Microsoft Word, Event Planning, Customer Service
Education
Valencia College
Film
Hillsborough Community College
Film and Theater
Embry-Riddle Aeronautical University
Aeronautical Science
Betty Baize Betty Baize's Raymond James Financial Inc. Experience July 2013 - Present
Job
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. February 2012 - June 2013
Raymond James Financial April 2010 - February 2012
Coodinated Child Care of Pinellas June 2009 - April 2010
Franklin Templeton Investments February 2005 - April 2009
Franklin Templeton Investments February 2003 - February 2005
Franklin Templeton Investments June 1998 - February 2003
Skills
Process Improvement, Mutual Funds, Risk Management, Business Analysis, Visio, Vendor Management, Business Process..., PMO, Requirements Analysis, SDLC, Project Management, Management
Education
Eckerd College
B.A.
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. February 2012 - June 2013
Raymond James Financial April 2010 - February 2012
Coodinated Child Care of Pinellas June 2009 - April 2010
Franklin Templeton Investments February 2005 - April 2009
Franklin Templeton Investments February 2003 - February 2005
Franklin Templeton Investments June 1998 - February 2003
Skills
Process Improvement, Mutual Funds, Risk Management, Business Analysis, Visio, Vendor Management, Business Process..., PMO, Requirements Analysis, SDLC, Project Management, Management
Education
Eckerd College
B.A.
Justin LaRosa's Raymond James Financial Inc. Experience November 2013 - Present
Job Office Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Mayne Insurance Agency August 2012 - August 2013
First Federal Bank January 2012 - August 2013
Wilkes & McHugh, P.A. July 2010 - December 2010
Virginia L. Lawson & Associates September 2008 - March 2010
B & G Refuse June 2005 - August 2008
Skills
Legal Documents, Legal Research, Legal Writing, Legal Compliance, Westlaw, Criminal Justice, QuickBooks, Timeslips, Compliance, Banking, AML, BSA, OSI, Microsoft Word, Microsoft Office, Microsoft Excel, Real Estate
Education
New York University 2013 — 2014
Graduate Certificate, Finance
Eastern Kentucky University 2009 — 2013
Bachelor of Science (BS), Criminal Justice and International Business
Raymond James Financial Inc. November 2013 - Present
Mayne Insurance Agency August 2012 - August 2013
First Federal Bank January 2012 - August 2013
Wilkes & McHugh, P.A. July 2010 - December 2010
Virginia L. Lawson & Associates September 2008 - March 2010
B & G Refuse June 2005 - August 2008
Skills
Legal Documents, Legal Research, Legal Writing, Legal Compliance, Westlaw, Criminal Justice, QuickBooks, Timeslips, Compliance, Banking, AML, BSA, OSI, Microsoft Word, Microsoft Office, Microsoft Excel, Real Estate
Education
New York University 2013 — 2014
Graduate Certificate, Finance
Eastern Kentucky University 2009 — 2013
Bachelor of Science (BS), Criminal Justice and International Business
Stephen Finger Stephen Finger's Raymond James Financial Inc. Experience June 1999 - June 2002
Job Assistant Professor at the University of South Carolina
Industry Higher Education
Experience
University of South Carolina August 2008 - Present
The ALS Emergency Treatment Fund 2013 - Present
Raymond James Financial Inc. June 1999 - June 2002
Education
Duke University 2003 — 2008
Doctor of Philosophy (PhD), Economics
Princeton University 1995 — 1999
A.B., Economics
University of South Carolina August 2008 - Present
The ALS Emergency Treatment Fund 2013 - Present
Raymond James Financial Inc. June 1999 - June 2002
Education
Duke University 2003 — 2008
Doctor of Philosophy (PhD), Economics
Princeton University 1995 — 1999
A.B., Economics
Kelsey Sturman Kelsey Sturman's Raymond James Financial Inc. Experience May 2013 - August 2013
Job Government Affairs Project Coordinator at Microsoft
Industry Public Policy
Experience
Microsoft June 2015 - Present
Center for Child and Family Policy October 2013 - April 2015
SAP June 2014 - August 2014
U.S. Senate Office of Senator Bill Nelson May 2014 - July 2014
Raymond James Financial Inc. May 2013 - August 2013
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Event Planning, Research, Editing, Facebook, Fundraising, Blogging, Community Outreach, Spanish, Public Speaking
Education
Duke University 2011 — 2015
Bachelor of Arts (BA), Public Policy, Global Health, Spanish
Instituto Internacional - Madrid, Spain 2013 — 2013
Microsoft June 2015 - Present
Center for Child and Family Policy October 2013 - April 2015
SAP June 2014 - August 2014
U.S. Senate Office of Senator Bill Nelson May 2014 - July 2014
Raymond James Financial Inc. May 2013 - August 2013
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Event Planning, Research, Editing, Facebook, Fundraising, Blogging, Community Outreach, Spanish, Public Speaking
Education
Duke University 2011 — 2015
Bachelor of Arts (BA), Public Policy, Global Health, Spanish
Instituto Internacional - Madrid, Spain 2013 — 2013
Leslie Dentinger Leslie Dentinger's Raymond James Financial Inc. Experience January 2015 - Present
Job Process Improvement Consultant at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2012 - December 2014
Raymond James & Associates, Inc January 2011 - July 2012
Skills
Business Process..., Process Analysis
Education
University of Florida 2009 — 2010
MA, International Business
University of Florida - Warrington College of Business Administration 2005 — 2009
BS, Finance, Minor- Spanish
ESADE Business & Law School
Masters Exchange, International Business, Marketing, Management
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2012 - December 2014
Raymond James & Associates, Inc January 2011 - July 2012
Skills
Business Process..., Process Analysis
Education
University of Florida 2009 — 2010
MA, International Business
University of Florida - Warrington College of Business Administration 2005 — 2009
BS, Finance, Minor- Spanish
ESADE Business & Law School
Masters Exchange, International Business, Marketing, Management
Gus Johnson's Raymond James Financial Inc. Experience January 2000 - April 2003
Job Investment and Operations Professional
Industry Venture Capital & Private Equity
Experience
Sleep Science Partners October 2009 - October 2013
Hercules Technology Growth Capital April 2008 - February 2009
Bank of America Merrill Lynch March 2007 - March 2008
Emergent BioSolutions January 2006 - March 2007
Toucan Capital January 2004 - May 2004
Raymond James Financial Inc. January 2000 - April 2003
Skills
Business Development, Corporate Development, Financial Modeling, Strategic Planning, Mergers & Acquisitions, Private Equity, Business Strategy
Education
Emory University - Goizueta Business School 2004 — 2005
MBA, Finance
Hampden-Sydney College 1995 — 1999
BA, Economics, French
Sleep Science Partners October 2009 - October 2013
Hercules Technology Growth Capital April 2008 - February 2009
Bank of America Merrill Lynch March 2007 - March 2008
Emergent BioSolutions January 2006 - March 2007
Toucan Capital January 2004 - May 2004
Raymond James Financial Inc. January 2000 - April 2003
Skills
Business Development, Corporate Development, Financial Modeling, Strategic Planning, Mergers & Acquisitions, Private Equity, Business Strategy
Education
Emory University - Goizueta Business School 2004 — 2005
MBA, Finance
Hampden-Sydney College 1995 — 1999
BA, Economics, French
Tom Donegan's Raymond James Financial Inc. Experience April 2014 - Present
Job Senior Vice President, Legal Raymond James Equity Capital Markets
Industry Investment Banking
Experience
Raymond James Financial Inc. April 2014 - Present
AmeriLife Group LLC February 2012 - April 2014
Brown & Brown, Inc. January 2008 - February 2012
Brown & Brown, Inc. April 2000 - January 2008
Smith, Gambrell & Russell, LLP August 1998 - March 2000
Skills
Securities, Mergers, Corporate Law, Intellectual Property, Litigation, Insurance, Due Diligence, Arbitration, Legal Liability, Mergers & Acquisitions, Corporate Governance, Employee Benefits, Licensing, Commercial Litigation, Professional Liability
Education
University of Florida - Warrington College Of Business 2009 — 2012
Master of Business Administration (M.B.A.), Business
Emory University School of Law 1995 — 1998
J.D., law
University of Florida 1988 — 1992
B.A., Political Science, Russian
Brandon High School 1985 — 1988
Raymond James Financial Inc. April 2014 - Present
AmeriLife Group LLC February 2012 - April 2014
Brown & Brown, Inc. January 2008 - February 2012
Brown & Brown, Inc. April 2000 - January 2008
Smith, Gambrell & Russell, LLP August 1998 - March 2000
Skills
Securities, Mergers, Corporate Law, Intellectual Property, Litigation, Insurance, Due Diligence, Arbitration, Legal Liability, Mergers & Acquisitions, Corporate Governance, Employee Benefits, Licensing, Commercial Litigation, Professional Liability
Education
University of Florida - Warrington College Of Business 2009 — 2012
Master of Business Administration (M.B.A.), Business
Emory University School of Law 1995 — 1998
J.D., law
University of Florida 1988 — 1992
B.A., Political Science, Russian
Brandon High School 1985 — 1988
Danny Quattlebaum's Raymond James Financial Inc. Experience 1999 - 2006
Job Chief Technology Officer GFPC
Industry Financial Services
Experience
Global Financial Private Capital, LLC April 2014 - Present
Raymond James 2011 - March 2014
Raymond James Financial 2006 - 2011
Raymond James Financial Inc. 1999 - 2006
Raymond James Financial Inc. 1994 - 1999
Skills
Product Management, Series 7, Portfolio Management, Securities, Mutual Funds, Business Analysis, Series 24, Process Improvement, Requirements Analysis, Series 6, Series 63, Pragmatic Marketing..., SDLC, Trading, Financial Markets, FINRA, Business Requirements, Business Process, Software Project..., Stocks, Capital Markets, Back Office, Analysis, Financial Services, Options, Vendor Management, Asset Allocation, Investment Advisory, ETFs, Uniform Combined State..., Wealth Management, Investment Strategies, Retirement Planning, Financial Advisory, Retirement, Alternative Investments, Investments, Equities, Fixed Income, 401k, Asset Management, Strategic Financial..., Fixed Annuities, Hedge Funds, Equity Research, Wealth Management..., Investment Management, Risk Management, Series 65, Trading Systems
Education
Eckerd College 2009 — 2013
Bachelor of Arts (BA), Business Management, High Honors
Global Financial Private Capital, LLC April 2014 - Present
Raymond James 2011 - March 2014
Raymond James Financial 2006 - 2011
Raymond James Financial Inc. 1999 - 2006
Raymond James Financial Inc. 1994 - 1999
Skills
Product Management, Series 7, Portfolio Management, Securities, Mutual Funds, Business Analysis, Series 24, Process Improvement, Requirements Analysis, Series 6, Series 63, Pragmatic Marketing..., SDLC, Trading, Financial Markets, FINRA, Business Requirements, Business Process, Software Project..., Stocks, Capital Markets, Back Office, Analysis, Financial Services, Options, Vendor Management, Asset Allocation, Investment Advisory, ETFs, Uniform Combined State..., Wealth Management, Investment Strategies, Retirement Planning, Financial Advisory, Retirement, Alternative Investments, Investments, Equities, Fixed Income, 401k, Asset Management, Strategic Financial..., Fixed Annuities, Hedge Funds, Equity Research, Wealth Management..., Investment Management, Risk Management, Series 65, Trading Systems
Education
Eckerd College 2009 — 2013
Bachelor of Arts (BA), Business Management, High Honors
Dave Rettig's Raymond James Financial Inc. Experience January 2001 - January 2005
Job User Experience Professional
Industry Financial Services
Experience
Independent October 2013 - Present
Raymond James & Assoc. 2007 - October 2013
Raymond James Financial 2005 - January 2007
Raymond James Financial Inc. January 2001 - January 2005
Skills
User Experience, SDLC, Business Analysis, Series 7, Program Management, Competitive Analysis, Product Management, Software Development, Marketing, Financial Services, Visio, Management, Requirements Analysis, SharePoint, Enterprise Software, Enterprise Architecture, Web Applications, Process Improvement, Vendor Management, Project Management
Education
Eckerd College
BA, Philosophy
University of South Florida-St. Petersburg Campus
MBA, Business Administration and Management, General
Independent October 2013 - Present
Raymond James & Assoc. 2007 - October 2013
Raymond James Financial 2005 - January 2007
Raymond James Financial Inc. January 2001 - January 2005
Skills
User Experience, SDLC, Business Analysis, Series 7, Program Management, Competitive Analysis, Product Management, Software Development, Marketing, Financial Services, Visio, Management, Requirements Analysis, SharePoint, Enterprise Software, Enterprise Architecture, Web Applications, Process Improvement, Vendor Management, Project Management
Education
Eckerd College
BA, Philosophy
University of South Florida-St. Petersburg Campus
MBA, Business Administration and Management, General
Wes Kercher's Raymond James Financial Inc. Experience September 2012 - September 2013
Job Senior Project Manager at The Nielsen Company
Industry Computer Software
Experience
THE NIELSEN COMPANY February 2015 - Present
Clarifire September 2013 - January 2015
Raymond James Financial Inc. September 2012 - September 2013
The Mosaic Company May 2011 - September 2012
T3 Technologies January 2011 - April 2011
Tech Data Corporation 2000 - February 2011
Decision Consultants August 1993 - September 2000
Andersen Consulting 1992 - 1993
Skills
Business Analysis, Software Documentation, Business Process, SDLC, Software Project..., Project Management, ms project, Project Planning, Project Delivery, Project Finance, Scope Management, Business Intelligence, Enterprise Architecture, MS Project, Requirements Gathering, Software Development, Databases, SQL, SharePoint, Management, Testing, Agile Methodologies, Process Improvement, Business Process..., Integration, Vendor Management, Project Portfolio..., Microsoft Project
Education
University of South Florida 2005 — 2006
Emory University - Goizueta Business School 1989 — 1991
BBA, Accounting
THE NIELSEN COMPANY February 2015 - Present
Clarifire September 2013 - January 2015
Raymond James Financial Inc. September 2012 - September 2013
The Mosaic Company May 2011 - September 2012
T3 Technologies January 2011 - April 2011
Tech Data Corporation 2000 - February 2011
Decision Consultants August 1993 - September 2000
Andersen Consulting 1992 - 1993
Skills
Business Analysis, Software Documentation, Business Process, SDLC, Software Project..., Project Management, ms project, Project Planning, Project Delivery, Project Finance, Scope Management, Business Intelligence, Enterprise Architecture, MS Project, Requirements Gathering, Software Development, Databases, SQL, SharePoint, Management, Testing, Agile Methodologies, Process Improvement, Business Process..., Integration, Vendor Management, Project Portfolio..., Microsoft Project
Education
University of South Florida 2005 — 2006
Emory University - Goizueta Business School 1989 — 1991
BBA, Accounting
Joseph Truba's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Network Support Engineer at Cisco Meraki
Industry Information Technology and Services
Experience
Cisco Meraki May 2013 - Present
Raymond James Financial Inc. June 2012 - August 2012
MTU Detroit Diesel June 2010 - August 2010
9thXchange June 2006 - December 2006
Skills
Networking, Network Security, Troubleshooting, Wireless Networking, IPSec, Linux, SQL, VPN, Web Application Security
Education
Ferris State University 2008 — 2013
BS, Computer Information Systems
Macomb Community College 2007 — 2008
Computer Science
Cisco Meraki May 2013 - Present
Raymond James Financial Inc. June 2012 - August 2012
MTU Detroit Diesel June 2010 - August 2010
9thXchange June 2006 - December 2006
Skills
Networking, Network Security, Troubleshooting, Wireless Networking, IPSec, Linux, SQL, VPN, Web Application Security
Education
Ferris State University 2008 — 2013
BS, Computer Information Systems
Macomb Community College 2007 — 2008
Computer Science
William Tribble's Raymond James Financial Inc. Experience May 2012 - February 2014
Job GBS Strategy and Transformation
Industry Financial Services
Experience
IBM GBS Strategy & Transformation October 2014 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) 2008 - May 2014
Raymond James Financial Inc. May 2012 - February 2014
PrimeVest Financial Services July 2011 - October 2011
Wells Fargo Advisors September 2009 - June 2011
Vanguard October 2008 - September 2009
LPL Financial December 2007 - September 2008
First Clearing LLC August 2006 - December 2007
Wachovia Securities May 2002 - July 2006
Skills
Financial Services, Analysis, Mutual Funds, Business Analysis, Banking, Finance, Project Management, Mergers & Acquisitions, Risk Management, Cross-functional Team..., Back Office, CRM, Trading, Fixed Income, Business Process..., Integration, Management Consulting, Business Strategy, Capital Markets, Equities, Quality Assurance, Security Operations, Strategic Planning, Change Management, Financial Modeling, Relationship Management, Program Management, Customer Operations, IT Audit, Data Analysis, Business Process..., Data Mapping, Equity Capital Markets, Order Management
Education
East Carolina University 1996 — 2002
Bachelor of Science, Business Administration; Managerial Finance
Tilburg University 2001 — 2002
International Marketing and Strategy
IBM GBS Strategy & Transformation October 2014 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) 2008 - May 2014
Raymond James Financial Inc. May 2012 - February 2014
PrimeVest Financial Services July 2011 - October 2011
Wells Fargo Advisors September 2009 - June 2011
Vanguard October 2008 - September 2009
LPL Financial December 2007 - September 2008
First Clearing LLC August 2006 - December 2007
Wachovia Securities May 2002 - July 2006
Skills
Financial Services, Analysis, Mutual Funds, Business Analysis, Banking, Finance, Project Management, Mergers & Acquisitions, Risk Management, Cross-functional Team..., Back Office, CRM, Trading, Fixed Income, Business Process..., Integration, Management Consulting, Business Strategy, Capital Markets, Equities, Quality Assurance, Security Operations, Strategic Planning, Change Management, Financial Modeling, Relationship Management, Program Management, Customer Operations, IT Audit, Data Analysis, Business Process..., Data Mapping, Equity Capital Markets, Order Management
Education
East Carolina University 1996 — 2002
Bachelor of Science, Business Administration; Managerial Finance
Tilburg University 2001 — 2002
International Marketing and Strategy
Becky Moores's Raymond James Financial Inc. Experience August 2010 - Present
Job Technology Manager in Information Security
Industry Information Technology and Services
Experience
Raymond James Financial Inc. August 2010 - Present
JPMorgan Chase March 2004 - July 2010
HSBC 2003 - 2004
JPMorgan Chase 2001 - 2003
Lucent Technologies 2000 - 2001
Intermedia Communications 1998 - 2000
ATS 1996 - 1998
Skills
PMP, SDLC, PMO, Vendor Management, Software Project..., Requirements Analysis, Risk Management, Testing, Requirements Gathering, Cross-functional Team..., Business Process, Microsoft SQL Server, Project Management, Leadership, Project Planning, Visio, Enterprise Architecture, Systems Analysis, Integration, Business Intelligence, Business Analysis, MS Project, SharePoint, Software Development, Strategic Planning, Oracle, User Acceptance Testing, Quality Center, Quality Assurance, Data Warehousing, Resource Management, Software Documentation, CRM, Agile Project Management, Telecommunications, IT Strategy, Management, Business Requirements, Agile Methodologies, Business Process..., IT Management, ITIL, Project Delivery, Project Portfolio..., Disaster Recovery, Process Improvement, SOA, Program Management, Team Management, Solution Architecture
Education
University of South Carolina-Columbia 1976 — 1979
B.S., Computer Science
Eastern Kentucky University 1975 — 1976
Raymond James Financial Inc. August 2010 - Present
JPMorgan Chase March 2004 - July 2010
HSBC 2003 - 2004
JPMorgan Chase 2001 - 2003
Lucent Technologies 2000 - 2001
Intermedia Communications 1998 - 2000
ATS 1996 - 1998
Skills
PMP, SDLC, PMO, Vendor Management, Software Project..., Requirements Analysis, Risk Management, Testing, Requirements Gathering, Cross-functional Team..., Business Process, Microsoft SQL Server, Project Management, Leadership, Project Planning, Visio, Enterprise Architecture, Systems Analysis, Integration, Business Intelligence, Business Analysis, MS Project, SharePoint, Software Development, Strategic Planning, Oracle, User Acceptance Testing, Quality Center, Quality Assurance, Data Warehousing, Resource Management, Software Documentation, CRM, Agile Project Management, Telecommunications, IT Strategy, Management, Business Requirements, Agile Methodologies, Business Process..., IT Management, ITIL, Project Delivery, Project Portfolio..., Disaster Recovery, Process Improvement, SOA, Program Management, Team Management, Solution Architecture
Education
University of South Carolina-Columbia 1976 — 1979
B.S., Computer Science
Eastern Kentucky University 1975 — 1976
James Dunton's Raymond James Financial Inc. Experience October 2011 - Present
Job Vice President Director of Acquisitions at Raymond James Financial
Industry Investment Banking
Experience
Raymond James Financial Inc. October 2011 - Present
Raymond James Financial Inc. February 2011 - October 2011
Raymond James Financial Inc. April 2007 - February 2011
Skills
Financial Modeling, Real Estate Development, LIHTC, Affordable Housing, Tax Credits, Mergers & Acquisitions, Finance, Valuation
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA
University of Florida - Warrington College of Business Administration 2000 — 2004
BSBA, Finance
Raymond James Financial Inc. October 2011 - Present
Raymond James Financial Inc. February 2011 - October 2011
Raymond James Financial Inc. April 2007 - February 2011
Skills
Financial Modeling, Real Estate Development, LIHTC, Affordable Housing, Tax Credits, Mergers & Acquisitions, Finance, Valuation
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA
University of Florida - Warrington College of Business Administration 2000 — 2004
BSBA, Finance
Peter Newmeyer's Raymond James Financial Inc. Experience June 2011 - Present
Job Corporate Procurement Category Manager
Industry Financial Services
Experience
Raymond James Financial Inc. June 2011 - Present
Bealls November 1998 - May 2011
Skills
Inventory Management, Forecasting, Procurement, Vendor Management, Supply Chain Management, Negotiation, Strategic Sourcing, Contract Negotiation, Purchasing, Management, Strategy, Operations Management, Process Improvement, Cross-functional Team..., Analysis, Project Management, Sourcing, Pricing, Retail, Logistics, Team Building, Leadership, Inventory Control, Contract Management, Vendor Relationship..., Procurement Contracts, Computer Hardware
Education
Eckerd College 2011 — 2015
Bachelor's degree in Business Management, minor in International Business
Eastern Michigan University 1985 — 1987
Sociology
Raymond James Financial Inc. June 2011 - Present
Bealls November 1998 - May 2011
Skills
Inventory Management, Forecasting, Procurement, Vendor Management, Supply Chain Management, Negotiation, Strategic Sourcing, Contract Negotiation, Purchasing, Management, Strategy, Operations Management, Process Improvement, Cross-functional Team..., Analysis, Project Management, Sourcing, Pricing, Retail, Logistics, Team Building, Leadership, Inventory Control, Contract Management, Vendor Relationship..., Procurement Contracts, Computer Hardware
Education
Eckerd College 2011 — 2015
Bachelor's degree in Business Management, minor in International Business
Eastern Michigan University 1985 — 1987
Sociology
Keri Gover's Raymond James Financial Inc. Experience April 2014 - Present
Job IT Business Analyst at
Industry Information Technology and Services
Experience
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial Inc. June 2012 - Present
Raymond James June 2005 - June 2012
Skills
Requirements Gathering, Business Requirements, Visio, Software Project..., Systems Analysis, SharePoint, Microsoft SQL Server, Requirements Analysis, Agile Methodologies, Business Analysis, Software Development, Disaster Recovery, IT Management, Databases, Integration, PMP, MS Project, User Acceptance Testing, Enterprise Architecture, Business Intelligence, IT Strategy, Database Design, Architecture, Business Process, Process Improvement, Program Management, Software Documentation, Data Warehousing, SOA
Education
Eckerd College 1993 — 1997
BA, Information Systems
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial Inc. June 2012 - Present
Raymond James June 2005 - June 2012
Skills
Requirements Gathering, Business Requirements, Visio, Software Project..., Systems Analysis, SharePoint, Microsoft SQL Server, Requirements Analysis, Agile Methodologies, Business Analysis, Software Development, Disaster Recovery, IT Management, Databases, Integration, PMP, MS Project, User Acceptance Testing, Enterprise Architecture, Business Intelligence, IT Strategy, Database Design, Architecture, Business Process, Process Improvement, Program Management, Software Documentation, Data Warehousing, SOA
Education
Eckerd College 1993 — 1997
BA, Information Systems
Liz Maddern's Raymond James Financial Inc. Experience July 1986 - April 1994
Job Product Manager at Travelport
Industry Information Technology and Services
Experience
Travelport April 2000 - Present
SunTrust Investment Services April 1996 - April 2000
Bank South Investment Services April 1994 - April 1996
Raymond James Financial Inc. July 1986 - April 1994
Skills
Public Speaking, Product Management, Project Management, Strategic Planning, Product Development, Microsoft Office, Business Strategy, Negotiation, Product Marketing, Change Management, Business Analysis, Team Leadership
Education
Edinboro University of Pennsylvania
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Travelport April 2000 - Present
SunTrust Investment Services April 1996 - April 2000
Bank South Investment Services April 1994 - April 1996
Raymond James Financial Inc. July 1986 - April 1994
Skills
Public Speaking, Product Management, Project Management, Strategic Planning, Product Development, Microsoft Office, Business Strategy, Negotiation, Product Marketing, Change Management, Business Analysis, Team Leadership
Education
Edinboro University of Pennsylvania
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Ryan Walstatter's Raymond James Financial Inc. Experience June 2014 - Present
Job Project Specialist II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. July 2013 - June 2014
Raymond James Financial Inc. August 2010 - October 2011
Calico Jacks March 2006 - July 2009
Skills
Investments, Process Improvement, Customer Service, Microsoft Excel, Microsoft Office, Business Analysis, Equities, Outlook, SharePoint, Hospitality, Team Building, Recruiting, Portfolio Management, Data Analysis, Training
Education
Flagler College 2007 — 2009
Bachelors Degree of Business, Business Administration
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. July 2013 - June 2014
Raymond James Financial Inc. August 2010 - October 2011
Calico Jacks March 2006 - July 2009
Skills
Investments, Process Improvement, Customer Service, Microsoft Excel, Microsoft Office, Business Analysis, Equities, Outlook, SharePoint, Hospitality, Team Building, Recruiting, Portfolio Management, Data Analysis, Training
Education
Flagler College 2007 — 2009
Bachelors Degree of Business, Business Administration
Dave Stepanek's Raymond James Financial Inc. Experience 1996 - 1996
Job CEO, Blue Ocean Advisors, LLC
Industry Investment Management
Experience
Blue Ocean Advisors, LLC December 2009 - Present
Blue Ocean Consultants, LLC 2011 - Present
Cross Keys Capital, LLC October 2008 - 2012
Athena Capital Partners 2006 - 2008
InterCoastal Ventures 2004 - 2006
Advantage Capital Partners 2000 - 2004
Northern Trust 1998 - 2000
Franklin Templeton Investments 1997 - 1997
Raymond James Financial Inc. 1996 - 1996
Skills
Private Equity, Venture Capital, Investment Banking, Wealth Management, Mergers & Acquisitions, Alternative Investments, Corporate Development, Investments, Real Estate, Finance, M&A experience, Investor Relations, Executive Management, Financial Services, Strategy, Portfolio Management, Due Diligence
Education
Eckerd College
BA, International Business
Blue Ocean Advisors, LLC December 2009 - Present
Blue Ocean Consultants, LLC 2011 - Present
Cross Keys Capital, LLC October 2008 - 2012
Athena Capital Partners 2006 - 2008
InterCoastal Ventures 2004 - 2006
Advantage Capital Partners 2000 - 2004
Northern Trust 1998 - 2000
Franklin Templeton Investments 1997 - 1997
Raymond James Financial Inc. 1996 - 1996
Skills
Private Equity, Venture Capital, Investment Banking, Wealth Management, Mergers & Acquisitions, Alternative Investments, Corporate Development, Investments, Real Estate, Finance, M&A experience, Investor Relations, Executive Management, Financial Services, Strategy, Portfolio Management, Due Diligence
Education
Eckerd College
BA, International Business
Rebecca McNair's Raymond James Financial Inc. Experience January 2005 - December 2008
Job Regional Sales Executive, SouthEast Floors
Industry Textiles
Experience
SouthEast Floors October 2012 - Present
Kanes Furniture March 2012 - October 2012
ANN INC. November 2011 - March 2012
Sola and Company 2009 - 2010
Raymond James Financial Inc. January 2005 - December 2008
Raymond James Financial Inc. February 2000 - January 2005
Raymond James Financial Inc. May 1996 - February 2000
Raymond James Financial Inc. June 1991 - April 1995
Skills
New Business Development, Negotiation, Account Management, Sales, Sales Management, Marketing, Customer-focused Service, Business Development, Solution Selling, Enterprise Software, SaaS, Marketing Strategy, Strategic Planning, Team Building
Education
Eckerd College
Business Administration and Management, General
SouthEast Floors October 2012 - Present
Kanes Furniture March 2012 - October 2012
ANN INC. November 2011 - March 2012
Sola and Company 2009 - 2010
Raymond James Financial Inc. January 2005 - December 2008
Raymond James Financial Inc. February 2000 - January 2005
Raymond James Financial Inc. May 1996 - February 2000
Raymond James Financial Inc. June 1991 - April 1995
Skills
New Business Development, Negotiation, Account Management, Sales, Sales Management, Marketing, Customer-focused Service, Business Development, Solution Selling, Enterprise Software, SaaS, Marketing Strategy, Strategic Planning, Team Building
Education
Eckerd College
Business Administration and Management, General
Jose Antonio Campos's Raymond James Financial Inc. Experience 2006 - 2007
Job Investigations Analyst at Citi
Industry Capital Markets
Experience
Citi January 2015 - Present
JPMorgan Chase October 2013 - January 2015
Citi August 2008 - October 2013
Raymond James Financial Inc. 2006 - 2007
Skills
Capital Markets, Equities, Bloomberg, Fixed Income, Financial Markets, Equity Research, Securities, Corporate Finance, Banking, Global Custody, Emerging Markets, SWIFT messaging, Risk Management, Analysis, Bloomberg Terminal, Corporate Actions, Bonds, Financial Services, Investment Banking, Hedge Funds
Education
Eckerd College 2002 — 2006
BA, Economics
Citi January 2015 - Present
JPMorgan Chase October 2013 - January 2015
Citi August 2008 - October 2013
Raymond James Financial Inc. 2006 - 2007
Skills
Capital Markets, Equities, Bloomberg, Fixed Income, Financial Markets, Equity Research, Securities, Corporate Finance, Banking, Global Custody, Emerging Markets, SWIFT messaging, Risk Management, Analysis, Bloomberg Terminal, Corporate Actions, Bonds, Financial Services, Investment Banking, Hedge Funds
Education
Eckerd College 2002 — 2006
BA, Economics
William J. Delahanty's Raymond James Financial Inc. Experience September 2014 - Present
Job VP, Total Rewards at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Recall August 2013 - August 2014
ING February 2000 - April 2013
Towers Perrin 1997 - 2000
Hay Group 1995 - 1997
PepsiCo 1991 - 1995
Hay Group 1988 - 1991
Skills
Executive Compensation, Compensation, Benefits, Equity Compensation, Incentive Programs, Executive Pay, Employee Benefits, Deferred Compensation, Personnel Management, HRIS
Education
University of Georgia - Terry College of Business 2011 — 2012
Certificate in Financial Planning
Emory University - Goizueta Business School
MBA, Finance Concentration
Florida State University
BS, Accounting
Raymond James Financial Inc. September 2014 - Present
Recall August 2013 - August 2014
ING February 2000 - April 2013
Towers Perrin 1997 - 2000
Hay Group 1995 - 1997
PepsiCo 1991 - 1995
Hay Group 1988 - 1991
Skills
Executive Compensation, Compensation, Benefits, Equity Compensation, Incentive Programs, Executive Pay, Employee Benefits, Deferred Compensation, Personnel Management, HRIS
Education
University of Georgia - Terry College of Business 2011 — 2012
Certificate in Financial Planning
Emory University - Goizueta Business School
MBA, Finance Concentration
Florida State University
BS, Accounting
Robert Rodrigez's Raymond James Financial Inc. Experience January 2013 - July 2013
Job Future Consultant / Temporary Software Engineer
Industry Management Consulting
Experience
The Boston Consulting Group June 2014 - August 2014
Raymond James Financial Inc. January 2013 - July 2013
Raymond James Financial Inc. November 2009 - January 2013
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Securities, Financial Modeling
Education
Hack Reactor 2015 — 2015
Software Engineering
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Duke University 2004 — 2008
BSE, Mechanical Engineering & Economics
The Boston Consulting Group June 2014 - August 2014
Raymond James Financial Inc. January 2013 - July 2013
Raymond James Financial Inc. November 2009 - January 2013
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Securities, Financial Modeling
Education
Hack Reactor 2015 — 2015
Software Engineering
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Duke University 2004 — 2008
BSE, Mechanical Engineering & Economics
Christopher Rector's Raymond James Financial Inc. Experience August 1997 - March 2000
Job Information Technology Technical Associate, Southern Illinois University School of Medicine
Industry Medical Practice
Experience
University of Illinois at Urbana-Champaign November 2013 - Present
SIU School of Medicine March 2012 - Present
Illinois State University May 2010 - November 2013
SIU School of Medicine June 2000 - March 2012
Raymond James Financial Inc. August 1997 - March 2000
Skills
Windows Server, System Administration, Customer Service, Microsoft Office, Motorcycle Safety, Active Directory, Windows, Computer Hardware, Troubleshooting, Training, Network Administration, Public Speaking, SharePoint, Teaching, Microsoft SQL Server, Healthcare Information..., Visio, Access, Technical Support, First Aid, Microsoft Technologies, Linux System..., Windows 7, Linux, Help Desk Support, TCP/IP, Networking, Ubuntu, Adult Education, Project Management, IIS, HP Proliant, Dell PowerEdge Servers, MySQL, HTML, JavaScript, PHP, Backup Exec, AED, Cpr Certified, PADI, Desktop Administration, Remote Desktop, Desktop Deployment, Desktop Support..., Desktop Computers, Powershell, Disaster Recovery, Ethical Hacker, Lean Six Sigma
Education
Eckerd College 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Marine Science - Marine Biology
Lincoln Land Community College 1989 — 1991
Associate of Science (A.S.), Biology, General
University of Illinois at Urbana-Champaign November 2013 - Present
SIU School of Medicine March 2012 - Present
Illinois State University May 2010 - November 2013
SIU School of Medicine June 2000 - March 2012
Raymond James Financial Inc. August 1997 - March 2000
Skills
Windows Server, System Administration, Customer Service, Microsoft Office, Motorcycle Safety, Active Directory, Windows, Computer Hardware, Troubleshooting, Training, Network Administration, Public Speaking, SharePoint, Teaching, Microsoft SQL Server, Healthcare Information..., Visio, Access, Technical Support, First Aid, Microsoft Technologies, Linux System..., Windows 7, Linux, Help Desk Support, TCP/IP, Networking, Ubuntu, Adult Education, Project Management, IIS, HP Proliant, Dell PowerEdge Servers, MySQL, HTML, JavaScript, PHP, Backup Exec, AED, Cpr Certified, PADI, Desktop Administration, Remote Desktop, Desktop Deployment, Desktop Support..., Desktop Computers, Powershell, Disaster Recovery, Ethical Hacker, Lean Six Sigma
Education
Eckerd College 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Marine Science - Marine Biology
Lincoln Land Community College 1989 — 1991
Associate of Science (A.S.), Biology, General
Stacy Barko's Raymond James Financial Inc. Experience January 2014 - Present
Job Vice President, Operations Equity Capital Markets at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates, Inc January 2010 - Present
Raymond James & Associates, Inc February 1998 - May 2010
Skills
Equities, Enterprise Content..., Capital Markets, Securities, Trading, Electronic Trading, Trading Systems, Bloomberg, Financial Markets, Equity Trading, Equity Capital Markets, Financial Services, Vendor Management
Education
University of Florida 2007 — 2007
BSBA, Business Administration and Management, General
Atholton High School 1990 — 1994
Eckerd College
Raymond James Financial Inc. January 2014 - Present
Raymond James & Associates, Inc January 2010 - Present
Raymond James & Associates, Inc February 1998 - May 2010
Skills
Equities, Enterprise Content..., Capital Markets, Securities, Trading, Electronic Trading, Trading Systems, Bloomberg, Financial Markets, Equity Trading, Equity Capital Markets, Financial Services, Vendor Management
Education
University of Florida 2007 — 2007
BSBA, Business Administration and Management, General
Atholton High School 1990 — 1994
Eckerd College
Kenneth Grider's Raymond James Financial Inc. Experience August 2009 - Present
Job Managing Director with Raymond James Investment Banking
Industry Financial Services
Experience
Raymond James Financial Inc. August 2009 - Present
Tunstall Consulting, Inc. April 2006 - August 2009
Equitable Capital Management, LLC 2004 - 2006
Tunstall Consulting 1995 - 2004
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Finance, Strategy, Investments, Due Diligence, Investment Banking, Restructuring
Education
Wake Forest University - Babcock Graduate School of Management 1993 — 1995
Master of Business Administration (MBA), Accounting and Finance
Emory University 1989 — 1993
Bachelor of Arts (BA), Economics and Mathematics
Raymond James Financial Inc. August 2009 - Present
Tunstall Consulting, Inc. April 2006 - August 2009
Equitable Capital Management, LLC 2004 - 2006
Tunstall Consulting 1995 - 2004
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Finance, Strategy, Investments, Due Diligence, Investment Banking, Restructuring
Education
Wake Forest University - Babcock Graduate School of Management 1993 — 1995
Master of Business Administration (MBA), Accounting and Finance
Emory University 1989 — 1993
Bachelor of Arts (BA), Economics and Mathematics
Maureen O'Farrell's Raymond James Financial Inc. Experience July 2010 - April 2012
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
AchieveGlobal June 2012 - January 2013
Raymond James Financial Inc. July 2010 - April 2012
JPMorgan Chase August 2004 - June 2009
Equant May 1999 - December 2002
AT&T May 1991 - November 1998
Skills
SDLC, Visio, Business Process, MS Project, ERP, Process Improvement, Project Management, Software Development, Change Management, Management, Data Migration, Information Technology, Leadership, Call Centers, Team Building, Mergers & Acquisitions, JD Edwards, Business Analysis, Requirements Analysis, Vendor Management, Training Development
Education
Project Management Institute, Newtown Square, PA 1996 — 1997
PMP, PMBOK Methodology
Nova Southeastern University 1992 — 1994
MBA, Business/IT Project Management
Florida Institute of Technology 1986 — 1989
BS, Business, IT Project Mangement
Eastern Florida State College 1981 — 1984
AS, Computer Information Systems
AchieveGlobal June 2012 - January 2013
Raymond James Financial Inc. July 2010 - April 2012
JPMorgan Chase August 2004 - June 2009
Equant May 1999 - December 2002
AT&T May 1991 - November 1998
Skills
SDLC, Visio, Business Process, MS Project, ERP, Process Improvement, Project Management, Software Development, Change Management, Management, Data Migration, Information Technology, Leadership, Call Centers, Team Building, Mergers & Acquisitions, JD Edwards, Business Analysis, Requirements Analysis, Vendor Management, Training Development
Education
Project Management Institute, Newtown Square, PA 1996 — 1997
PMP, PMBOK Methodology
Nova Southeastern University 1992 — 1994
MBA, Business/IT Project Management
Florida Institute of Technology 1986 — 1989
BS, Business, IT Project Mangement
Eastern Florida State College 1981 — 1984
AS, Computer Information Systems
Sandra Furey's Raymond James Financial Inc. Experience May 1995 - Present
Job Underwriter at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. May 1995 - Present
Raymond James Financial Inc. March 1994 - May 1995
Raymond James Financial Inc. September 1980 - March 1994
Skills
Investments, Asset Management, Due Diligence, Affordable Housing, Tax Credits, Real Estate, Acquisitions, Real Estate Economics, Finance, Portfolio Management, Financial Modeling
Education
University of South Florida 2009 — 2011
Master's degree, Library and Information Science
Eckerd College 1988 — 1991
Bachelor of Arts (BA), History
Raymond James Financial, Inc. May 1995 - Present
Raymond James Financial Inc. March 1994 - May 1995
Raymond James Financial Inc. September 1980 - March 1994
Skills
Investments, Asset Management, Due Diligence, Affordable Housing, Tax Credits, Real Estate, Acquisitions, Real Estate Economics, Finance, Portfolio Management, Financial Modeling
Education
University of South Florida 2009 — 2011
Master's degree, Library and Information Science
Eckerd College 1988 — 1991
Bachelor of Arts (BA), History
Lourdes Rasdall's Raymond James Financial Inc. Experience October 2011 - Present
Job Project Analyst, Service Delivery at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2011 - Present
Raymond James 2006 - October 2011
Raymond James 1994 - 2006
Skills
Training, Customer..., Quality Assurance, Customer Service, Training, Process Improvement, Customer Satisfaction, Analysis, Marketing, Change Management, Coaching, Business Analysis, Program Management, Vendor Management, Project Management, Business Process..., Risk Management, Call Centers, Leadership
Education
Eckerd College 1981 — 1984
B.A., Visual Arts
Academia San Jorge 1969 — 1981
Raymond James Financial Inc. October 2011 - Present
Raymond James 2006 - October 2011
Raymond James 1994 - 2006
Skills
Training, Customer..., Quality Assurance, Customer Service, Training, Process Improvement, Customer Satisfaction, Analysis, Marketing, Change Management, Coaching, Business Analysis, Program Management, Vendor Management, Project Management, Business Process..., Risk Management, Call Centers, Leadership
Education
Eckerd College 1981 — 1984
B.A., Visual Arts
Academia San Jorge 1969 — 1981
Anita D. White's Raymond James Financial Inc. Experience January 2012 - Present
Job VP Director of Corporate Compliance, CAMS, CRCP at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2012 - Present
Raymond James January 2010 - December 2011
Raymond James Financial Inc. January 2007 - December 2009
Raymond James Financial Inc. May 2004 - January 2007
Raymond James Financial Inc. February 1991 - May 2004
Skills
Securities, Financial Services, Management, AML, Series 7, FINRA, Series 24, Series 63, Risk Management, Process Improvement, Securities Regulation, ETFs, Series 65, Project Management, Leadership, Series 9/10, Series 27, Series 53, Series 14, Automation, Compliance, Testing, Financial Policies &..., Fixed Income, Financial Advisory, Mutual Funds, Investment Advisory, Equities, Financial Analysis, Alternative Investments, USA PATRIOT Act, OFAC, Capital Markets, Retirement Planning, Financial Risk, Strategic Financial..., Mergers & Acquisitions, Financial Regulation, Asset Allocation, Asset Management, Portfolio Management, Fixed Annuities, Operational Risk, Hedge Funds, Anti Money Laundering
Education
Eckerd College
BA, Business Management
University of Pennsylvania - The Wharton School
Villanova University
Master - Six Sigma
Raymond James Financial Inc. January 2012 - Present
Raymond James January 2010 - December 2011
Raymond James Financial Inc. January 2007 - December 2009
Raymond James Financial Inc. May 2004 - January 2007
Raymond James Financial Inc. February 1991 - May 2004
Skills
Securities, Financial Services, Management, AML, Series 7, FINRA, Series 24, Series 63, Risk Management, Process Improvement, Securities Regulation, ETFs, Series 65, Project Management, Leadership, Series 9/10, Series 27, Series 53, Series 14, Automation, Compliance, Testing, Financial Policies &..., Fixed Income, Financial Advisory, Mutual Funds, Investment Advisory, Equities, Financial Analysis, Alternative Investments, USA PATRIOT Act, OFAC, Capital Markets, Retirement Planning, Financial Risk, Strategic Financial..., Mergers & Acquisitions, Financial Regulation, Asset Allocation, Asset Management, Portfolio Management, Fixed Annuities, Operational Risk, Hedge Funds, Anti Money Laundering
Education
Eckerd College
BA, Business Management
University of Pennsylvania - The Wharton School
Villanova University
Master - Six Sigma
Preston Bebas's Raymond James Financial Inc. Experience 2012 - 2012
Job Financial Analyst
Industry Investment Banking
Experience
Ranieri Real Estate Partners 2013 - Present
Raymond James Financial Inc. 2012 - 2012
MD Global Partners, LLC 2011 - 2012
inlingua 2010 - 2011
New College of Florida August 2008 - May 2010
Skills
Corporate Finance, Financial Analysis, Valuation, Financial Modeling, Business Strategy, Capital Markets, Microsoft Excel, PowerPoint, Investment Banking, Econometrics, Macroeconomics, Economics, Data Analysis, Finance, Bloomberg, Private Equity, Statistics, Due Diligence
Education
Duke University - The Fuqua School of Business 2011 — 2012
Master's, Management - Finance
New College of Florida 2006 — 2010
BA, Economics & Applied Mathematics
Ranieri Real Estate Partners 2013 - Present
Raymond James Financial Inc. 2012 - 2012
MD Global Partners, LLC 2011 - 2012
inlingua 2010 - 2011
New College of Florida August 2008 - May 2010
Skills
Corporate Finance, Financial Analysis, Valuation, Financial Modeling, Business Strategy, Capital Markets, Microsoft Excel, PowerPoint, Investment Banking, Econometrics, Macroeconomics, Economics, Data Analysis, Finance, Bloomberg, Private Equity, Statistics, Due Diligence
Education
Duke University - The Fuqua School of Business 2011 — 2012
Master's, Management - Finance
New College of Florida 2006 — 2010
BA, Economics & Applied Mathematics
Stacie Twymon-Stein's Raymond James Financial Inc. Experience July 2011 - Present
Job Cash Liaison at Raymond James Financial Inc.
Industry
Experience
Raymond James Financial Inc. July 2011 - Present
Verizon Wireless January 2009 - July 2011
Electronic Data Systems July 1996 - July 2008
Education
Wayne State University 1992 — 1996
Bachelor of Arts (BA), Journalism
Ferris State University
Raymond James Financial Inc. July 2011 - Present
Verizon Wireless January 2009 - July 2011
Electronic Data Systems July 1996 - July 2008
Education
Wayne State University 1992 — 1996
Bachelor of Arts (BA), Journalism
Ferris State University
Jordan Lentz's Raymond James Financial Inc. Experience July 2013 - September 2015
Job Associate Financial Advisor at Kings Point Capital
Industry Capital Markets
Experience
Kings Point Capital September 2015 - Present
Raymond James Financial Inc. July 2013 - September 2015
Elite Investment Group August 2012 - June 2013
Reign Private Wealth Management 2012 - August 2012
Center for Teaching and Learning in China (CTLC) April 2010 - June 2011
Center for Teaching and Learning in China (CTLC) August 2009 - June 2011
University of Florida Foundation (Emerson Alumni Hall) August 2008 - May 2009
Sicard & Co. Marketing September 2007 - March 2008
Say Communications 2007 - 2007
Skills
Teaching, Public Relations, English, Advertising, Chinese, Mandarin, International Relations, Writing, Event Planning, Press Releases, Public Speaking, Editing, Strategic Communications, Social Media, Research, Word, PowerPoint, Microsoft Office, Excel, Outlook, Social Media Marketing, Photoshop
Education
East China Normal University 2011 — 2012
Chinese Language, Chinese
University of Florida 2005 — 2009
B.S., Public Relations, Business Administration, Chinese Studies
Tsinghua University 2008 — 2008
Semester Abroad, Chinese Language
Kings Point Capital September 2015 - Present
Raymond James Financial Inc. July 2013 - September 2015
Elite Investment Group August 2012 - June 2013
Reign Private Wealth Management 2012 - August 2012
Center for Teaching and Learning in China (CTLC) April 2010 - June 2011
Center for Teaching and Learning in China (CTLC) August 2009 - June 2011
University of Florida Foundation (Emerson Alumni Hall) August 2008 - May 2009
Sicard & Co. Marketing September 2007 - March 2008
Say Communications 2007 - 2007
Skills
Teaching, Public Relations, English, Advertising, Chinese, Mandarin, International Relations, Writing, Event Planning, Press Releases, Public Speaking, Editing, Strategic Communications, Social Media, Research, Word, PowerPoint, Microsoft Office, Excel, Outlook, Social Media Marketing, Photoshop
Education
East China Normal University 2011 — 2012
Chinese Language, Chinese
University of Florida 2005 — 2009
B.S., Public Relations, Business Administration, Chinese Studies
Tsinghua University 2008 — 2008
Semester Abroad, Chinese Language
Glenn Sauder's Raymond James Financial Inc. Experience February 2012 - May 2012
Job General Manager at Par Line Golf
Industry Recreational Facilities and Services
Experience
Par Line Golf June 2012 - December 2014
Raymond James Financial Inc. February 2012 - May 2012
Hillsborough Kids, Inc. March 2010 - June 2011
Cox Lumber February 2006 - July 2008
Skills
Financial Reporting, Accounting, Microsoft Excel, Accounts Payable, Budgets, General Ledger, Account Reconciliation, Analysis, Payroll, Finance, Administration, Accounts Receivable, Time Management, Great Plains Software
Education
University of Alabama
Master of Fine Arts (M.F.A.), Theatre Directing
Eastern Mennonite University
Master of Divinity (M.Div.)
Millersville University of Pennsylvania
Bachelor of Science in Education (B.S.E.), Mathematics
Par Line Golf June 2012 - December 2014
Raymond James Financial Inc. February 2012 - May 2012
Hillsborough Kids, Inc. March 2010 - June 2011
Cox Lumber February 2006 - July 2008
Skills
Financial Reporting, Accounting, Microsoft Excel, Accounts Payable, Budgets, General Ledger, Account Reconciliation, Analysis, Payroll, Finance, Administration, Accounts Receivable, Time Management, Great Plains Software
Education
University of Alabama
Master of Fine Arts (M.F.A.), Theatre Directing
Eastern Mennonite University
Master of Divinity (M.Div.)
Millersville University of Pennsylvania
Bachelor of Science in Education (B.S.E.), Mathematics
Jaclyn Christiansen's Raymond James Financial Inc. Experience December 2005 - April 2007
Job Accounting, Adminstrative and Office Environment Professional
Industry Accounting
Experience
Diabetes Care Center 2011 - 2012
Cardinal Health September 2009 - August 2010
The Newport Group April 2007 - November 2007
Raymond James Financial Inc. December 2005 - April 2007
Skills
Accounting, Customer Service, Customer Relations, Customer Satisfaction, Collections, Investments, Account Reconciliation, Payroll, Scheduling, Telecommunications, Teamwork, Telephone Skills
Education
Everest University-Tampa 2003 — 2005
Associate's degree, Accounting
Diabetes Care Center 2011 - 2012
Cardinal Health September 2009 - August 2010
The Newport Group April 2007 - November 2007
Raymond James Financial Inc. December 2005 - April 2007
Skills
Accounting, Customer Service, Customer Relations, Customer Satisfaction, Collections, Investments, Account Reconciliation, Payroll, Scheduling, Telecommunications, Teamwork, Telephone Skills
Education
Everest University-Tampa 2003 — 2005
Associate's degree, Accounting
Holly Dickey's Raymond James Financial Inc. Experience December 2004 - Present
Job Intranet Administrator at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. December 2004 - Present
Raymond James Financial Inc. December 1999 - December 2004
Raymond James Financial Inc. January 1997 - December 1999
Skills
SharePoint, HTML, Web Content Management, Intranet, Intranet Strategy, Internal Communications, Software Documentation, Microsoft Office, Vignette CMS, Vignette Portal
Education
Eckerd College
Management
St. Petersburg College
Associate's Degree
Raymond James Financial Inc. December 2004 - Present
Raymond James Financial Inc. December 1999 - December 2004
Raymond James Financial Inc. January 1997 - December 1999
Skills
SharePoint, HTML, Web Content Management, Intranet, Intranet Strategy, Internal Communications, Software Documentation, Microsoft Office, Vignette CMS, Vignette Portal
Education
Eckerd College
Management
St. Petersburg College
Associate's Degree
eugene west's Raymond James Financial Inc. Experience March 1990 - June 1996
Job Compliance Officer at Transamerica Agency Network, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 1997 - Present
Raymond James Financial Inc. March 1990 - June 1996
Education
Eckerd College
Georgia Institute of Technology
Transamerica Financial Advisors, Inc. July 1997 - Present
Raymond James Financial Inc. March 1990 - June 1996
Education
Eckerd College
Georgia Institute of Technology
Tami Yamarino's Raymond James Financial Inc. Experience January 1999 - March 2000
Job Inside Sales Representative Huf North America Automotive
Industry Automotive
Experience
Henry Ford Health System January 2009 - November 2013
Raymond James Financial Inc. January 1999 - March 2000
Cregar Enterprises at Meadow Brook Hall November 1994 - June 1998
Skills
Data Entry, Microsoft Word, Customer Service, Event Planning, Microsoft Excel, Sales, Team Building, Patient Safety, Catering, Food & Beverage, Inventory Management
Education
Ferris State University 1988 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Henry Ford Health System January 2009 - November 2013
Raymond James Financial Inc. January 1999 - March 2000
Cregar Enterprises at Meadow Brook Hall November 1994 - June 1998
Skills
Data Entry, Microsoft Word, Customer Service, Event Planning, Microsoft Excel, Sales, Team Building, Patient Safety, Catering, Food & Beverage, Inventory Management
Education
Ferris State University 1988 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Lester Chang Fong's Raymond James Financial Inc. Experience Information and Systems TechnicianBechtel Corporation2004 - 2007
Job Sr Network Technician, Network & Infra Svcs at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. Information and Systems TechnicianBechtel Corporation2004 - 2007
Education
Eckerd College
Business Administration
Eckerd College
Computer Science
Raymond James Financial Inc. Information and Systems TechnicianBechtel Corporation2004 - 2007
Education
Eckerd College
Business Administration
Eckerd College
Computer Science
Albert DeCaprio's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Investment Banking Analyst at Deloitte Corporate Finance LLC
Industry Investment Banking
Experience
Raymond James Financial Inc. June 2013 - August 2013
The John Hope Franklin Humanities Institute (FHI) April 2013 - June 2013
Helsinki España September 2012 - December 2012
Programa Medellín Solitaria June 2012 - August 2012
North Carolina United Power September 2011 - December 2011
Skills
Spanish, Data Analysis, Research, Public Speaking, PowerPoint, Editing, Team Leadership, Strategy, Financial Modeling, Microsoft Excel, Microsoft Word, Financial Analysis, Community Outreach, Competitive Analysis, Project Management, Social Media Marketing, Market Research
Education
Duke University 2010 — 2014
Bachelor’s Degree
New York University 2012 — 2012
Raymond James Financial Inc. June 2013 - August 2013
The John Hope Franklin Humanities Institute (FHI) April 2013 - June 2013
Helsinki España September 2012 - December 2012
Programa Medellín Solitaria June 2012 - August 2012
North Carolina United Power September 2011 - December 2011
Skills
Spanish, Data Analysis, Research, Public Speaking, PowerPoint, Editing, Team Leadership, Strategy, Financial Modeling, Microsoft Excel, Microsoft Word, Financial Analysis, Community Outreach, Competitive Analysis, Project Management, Social Media Marketing, Market Research
Education
Duke University 2010 — 2014
Bachelor’s Degree
New York University 2012 — 2012
Chris Bullis's Raymond James Financial Inc. Experience October 2004 - January 2006
Job Outside Sales at Time Warner Cable
Industry Restaurants
Experience
Time Warner Cable September 2015 - Present
Red Robin July 2014 - May 2015
Fastenal February 2006 - August 2014
Raymond James Financial Inc. October 2004 - January 2006
GE Capital March 2001 - August 2005
Darryl's Wood Fired Grill January 1999 - January 2000
Tripp's Restaurant July 1998 - January 1999
Silver Diner June 1994 - July 1998
Skills
Sales Management, Sales Operations, Inventory Management, Sales, Account Management, Forecasting, Strategic Planning, Marketing Strategy
Education
East Carolina University 1989 — 1994
Bachelor's Degree, Hospitality Administration/Management
ECPI School of Technology
Associate's Degree, Computer Technology/Computer Systems Technology
Time Warner Cable September 2015 - Present
Red Robin July 2014 - May 2015
Fastenal February 2006 - August 2014
Raymond James Financial Inc. October 2004 - January 2006
GE Capital March 2001 - August 2005
Darryl's Wood Fired Grill January 1999 - January 2000
Tripp's Restaurant July 1998 - January 1999
Silver Diner June 1994 - July 1998
Skills
Sales Management, Sales Operations, Inventory Management, Sales, Account Management, Forecasting, Strategic Planning, Marketing Strategy
Education
East Carolina University 1989 — 1994
Bachelor's Degree, Hospitality Administration/Management
ECPI School of Technology
Associate's Degree, Computer Technology/Computer Systems Technology
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS