Raymond James Financial Inc.

Industry: Investment banking company

Description

Raymond 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
Anand Loganathan Anand Loganathan Greater Seattle Area Details
Anand Loganathan's Raymond James Financial Inc. Experience September 2012 - January 2014
Job Test Engineer at Google
Industry Computer Software
Experience
Google  February 2014 - Present
Raymond James Financial Inc.   September 2012 - January 2014
Microsoft  October 2010 - September 2012
Microsoft  January 2008 - October 2010
Haydrian Corporation  May 2007 - August 2007
Verizon  May 2006 - August 2006
Infosys  August 2004 - July 2005

Skills
Testing, .NET, Test Planning, ASP.NET, Test Cases, C#, SharePoint, infopath, project server, Problem Solving, Test Automation, Databases, Oracle, Microsoft SQL Server, SQL, InfoPath, JavaScript, Requirements Analysis, Project Server, Visual Studio, Scrum, Web Applications, TFS, Cloud Computing, Agile Methodologies

Education
Georgia Institute of Technology   2006 — 2007
Master of Science, Computer Science

The University of Texas at Arlington   2005 — 2006
Master of Science (MS), Computer Science, A

Vellore Institute of Technology   2000 — 2004
BE, Electronics and Communications

Holy Cross, Salem India   1992 — 2000
Higher Secondary

Sadie Harris Sadie Harris Surprise, Arizona Details
Sadie Harris's Raymond James Financial Inc. Experience November 2011 - April 2012
Job Academic Tutor at Education Futures Corp
Industry Financial Services
Experience
Education Futures Corp  December 2014 - Present
Child Care  January 2009 - February 2013
Raymond James Financial Inc.   November 2011 - April 2012
Chick-fil-A  July 2011 - November 2011

Skills
Microsoft Office, Teamwork, Event Planning, Marketing, Social Media, Public Speaking, Customer Service, Event Management, Team Building, Time Management

Education
Victor Valley College   2013 — 2014
In Progress, Developmental and Child Psychology

Glendale Community College   2011 — 2012
Political Science and Government

William Murphy William Murphy Jupiter, Florida Details
William Murphy's Raymond James Financial Inc. Experience January 1994 - September 1999
Job Your Money Maker, Inc
Industry Financial Services
Experience
Your Money Maker, Inc   January 2001 - Present
Affordable Insurance Solutions Group   March 2006 - May 2008
Hanley Hazelden Foundation   January 2002 - February 2007
Raymond James Financial Inc.   January 1994 - September 1999
AG Edwards  June 1985 - January 1994

Skills
Management, High Net Worth..., Retirement, Financial Advisory, Wealth Management, Strategic Financial..., Advertising, Online Advertising, Succession Planning, Marketing Strategy, Insurance, Retirement Planning, Small Business, Mergers & Acquisitions, Real Estate, Financial Services, IRAs, Term Life Insurance, Entrepreneurship, Executive Management, Private Equity, Start-ups, Financial Planning

Education
Denver College for Financial Planning   1989 — 1990
Financial Planning for Certification, Finance and Financial Management Services

Furman University   1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Business/Management

Jonathon Alexander Jonathon Alexander Tampa/St. Petersburg, Florida Area Details
Jonathon Alexander's Raymond James Financial Inc. Experience August 2014 - Present
Job Assistant to the Chairman at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   August 2014 - Present
Driehaus Private Equity   April 2013 - August 2013
IntraLinks  August 2010 - August 2012
Fennebresque & Co.   August 2008 - August 2010
J.P. Morgan   June 2007 - August 2008
J.P. Morgan   June 2006 - August 2006

Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Corporate Development, Competitive Analysis, Venture Capital, Strategy, Emerging Markets, Investments, Alternative Investments, Analytics, Business Development, SaaS, Equity Research, Portfolio Management

Education
The University of Chicago - Booth School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Finance, Entrepreneurship

Georgetown University   2003 — 2007
BSBA, Finance, International Business

The London School of Economics and Political Science (LSE)   2005 — 2006
General Course, International Economic Theory and Corporate Finance

Brian Clausen Brian Clausen Kalamazoo, Michigan Area Details
Brian Clausen's Raymond James Financial Inc. Experience February 2009 - January 2011
Job Project Manager @ Stryker Corp.
Industry Medical Devices
Experience
Stryker  November 2013 - Present
Integrity Technology Solutions  January 2011 - May 2013
Raymond James Financial Inc.   February 2009 - January 2011
Raymond James Financial Inc.   March 2008 - February 2009
Integrity Technology Solutions  January 2005 - March 2008
The Art Institute of Chicago  October 2000 - January 2003

Skills
Project Management, Software Project..., Business Analysis, Process Improvement, Business Process..., IT Strategy, Quality Assurance, Vendor Management, Requirements Gathering, SharePoint, Requirements Analysis, Agile Project Management, SDLC, Visio, Business Intelligence, Program Management, Software Development, SQL, Software Engineering, ITIL, Databases, Microsoft SQL Server, MS Project, Testing, PMO, User Acceptance Testing, Systems Analysis, Team Leadership, Integration, PMP, Business Process, Enterprise Architecture, Quality Center, Software Quality..., IT Management, Agile Methodologies, Project Delivery

Education
Illinois State University   2004 — 2006
B.S., Information Technology

Southern Illinois University, Carbondale   1996 — 2000
B.A., Cinema and Photography

Andrew Rush Andrew Rush Yonkers, New York Details
Andrew Rush's Raymond James Financial Inc. Experience June 2014 - August 2014
Job Financial Reepresentative
Industry Accounting
Experience
Northwestern Mutual  June 2015 - Present
Raymond James Financial Inc.   June 2014 - August 2014
Fordham Preparatory School  September 2011 - June 2014
Nuts About Yogurt   July 2012 - September 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks, Accounting, Bloomberg, Bloomberg Terminal, Research, Time Management

Education
Fordham University   2011 — 2015
Student, Accounting

Fordham Preparatory School   2007 — 2011

Jose Jarabo Jose Jarabo Clearwater, Florida Details
Jose Jarabo's Raymond James Financial Inc. Experience September 2013 - Present
Job Information Security Analyst at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc.   September 2013 - Present
Raymond James Financial Inc.   September 2013 - Present
Kforce  September 2011 - September 2013
Apex Technologies  August 2006 - August 2011

Skills
Troubleshooting, SharePoint, Windows, XP, Computer Hardware, Windows Server, Network Administration, Web Development, Active Directory, HTML, Network Security, Microsoft SQL Server, SQL, Security, JavaScript, Project Management, Computer Repair, Databases, Integration, Linux, Servers, Windows 7, VMware

Education
Full Sail University   2002 — 2003
Associate of Science (A.S.)

Paul Columbia Paul Columbia Tampa/St. Petersburg, Florida Area Details
Paul Columbia's Raymond James Financial Inc. Experience January 2013 - Present
Job Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   January 2013 - Present
Raymond James Financial  January 2009 - Present
Raymond James Financial Inc.   September 1995 - Present
Raymond James Financial  January 2006 - January 2009
Raymond James Financial  January 2005 - January 2006
Raymond James Financial  January 1998 - January 2005
Raymond James Financial  January 1996 - January 1998
Raymond James Financial  January 1995 - January 1996

Skills
Investments, Securities, Mutual Funds, Portfolio Management, Retirement, Life Insurance, Financial Services, Management, Retirement Planning, Analysis, Strategic Planning, Operations Management, Integration, Leadership, Insurance, Financial Analysis, Training, Strategic Financial..., Wealth Management, Investment Advisory, FINRA, Business Analysis, Troubleshooting, Stocks, Bonds, Equities, Performance Management, Budgets, Software Documentation

Education
Florida State University

Greg Torretta Greg Torretta Fort Lauderdale, Florida Details
Greg Torretta's Raymond James Financial Inc. Experience December 2010 - April 2012
Job Senior Vice President/Branch Manager
Industry Financial Services
Experience
Janney Montgomery Scott  May 2013 - Present
Raymond James Financial Inc.   December 2010 - April 2012
Morgan Stanley  July 1984 - September 2010
US Navy  1973 - 1977

Skills
Leadership, Personal Financial..., Business Coaching, Recruiting, Business Development, Coaching, Series 7, Investment Advisory, Retirement Planning, Asset Management, Asset Allocation, Management, Portfolio Management, Securities, Alternative Investments, Mutual Funds, Financial Services, Investments, Wealth Management, Series 65, FINRA, Series 63, Financial Planning, Equities, Financial Advisory

Education
Hofstra University   1979 — 1981
Masters of Business Administration, Management

Castelton State College   1977 — 1979
Bachelor's degree, Business Administration and Management, General

Torrey Toomajanian Torrey Toomajanian Saint Petersburg, Florida Details
Torrey Toomajanian's Raymond James Financial Inc. Experience April 2011 - September 2011
Job Drupal Developer
Industry Internet
Experience
Self-Employed Web Designer & Developer  August 2011 - Present
OneRepublic   August 2015 - September 2015
Mega Mind Ideas   April 2014 - June 2015
Criticl   January 2014 - June 2015
Raymond James Financial Inc.   April 2011 - September 2011

Skills
Drupal, PHP, MySQL, SQL, JavaScript, jQuery, AJAX, HTML, CSS, Python, C++, SEO, Databases, Management, Technical Support, Process Scheduler, Hardware, Microsoft Excel, Teamwork, Customer Service, Web Development, Business Analysis, E-commerce, E-commerce Consulting, Social Media Marketing, Gamification, Recurring Billing, Payment Gateways, Compliance PCI, Twilio, VoIP, Voting Systems

Education
Florida State University   2009 — 2013
Undergrad, Information & Communication Technology

Florida State University   2009 — 2013
Bachelor of Science (BS), Information Technology

Ashley De Luca Ashley De Luca Saint Petersburg, Florida Details
Ashley De Luca's Raymond James Financial Inc. Experience July 2006 - October 2008
Job Nursing Student at Galen College of Nursing
Industry Legal Services
Experience
Chase Law Florida, P.A.   July 2015 - Present
Plaza Executive Suites   October 2008 - February 2015
Raymond James Financial Inc.   July 2006 - October 2008

Skills
Research, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Matlab, Event Planning, Administrative..., Data Entry, Office Management, Outlook, Marketing, Team Building, Leadership, Sales, Management

Education
Galen School of Nursing-Tampa Bay   2015 — 2017
Registered Nursing/Registered Nurse

St. Petersburg College   2011 — 2013
Associate of Science (A.S.), Registered Nursing/Registered Nurse

John Toohig John Toohig Greater Memphis Area Details
John Toohig's Raymond James Financial Inc. Experience September 2006 - Present
Job Fixed Income Trader at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   September 2006 - Present
FTN Financial  May 2004 - September 2006

Skills
Loans, Mortgage Lending, Capital Markets, Fixed Income, Credit, Banking, Financial Analysis, Series 7, Bonds, Securities, Series 63, Investments, Risk Management, Finance, Valuation, Asset Allocation, Asset Management

Education
University of Mississippi   2002 — 2004
MBA, Finance, IT

Houghton College   1996 — 2000
BA, Management

Thomas G Loney Thomas G Loney Tampa/St. Petersburg, Florida Area Details
Thomas G Loney's Raymond James Financial Inc. Experience 2006 - 2013
Job Enterprise Technology Leader
Industry Financial Services
Experience
Raymond James Financial Inc.   2006 - 2013
Raymond James Financial Inc.   2000 - 2005

Skills
Equities, Fixed Income, Capital Markets, Investment Banking, Asset Management, Trading Systems, Software Engineering, Architecture, SQL, HP NonStop, System Migration, Electronic Trading, Software Development, Investments, Portfolio Management, XML, Financial Reporting, Securities, Modeling, ERP, IBM Websphere, Business Process..., Business Rules, GBST Syn~, Ab Initio, Visual Studio, Visio, Mergers, SOA, COBOL, Financial Services, Enterprise Software, Integration, SDLC, IT Management, Business Process, Strategy, Enterprise Architecture, Program Management, Solution Architecture, Business Intelligence, Microsoft SQL Server, Databases, Requirements Gathering, Analysis, Security, Web Services, Application Architecture, Business Analysis, Oracle

Education
University of South Florida
MBA, MIS & International Business

Gannon University
BS, Business Administration; Accounting and Computer Science

Peter Greenberger, CFA, CFP® Peter Greenberger, CFA, CFP® Tampa/St. Petersburg, Florida Area Details
Peter Greenberger, CFA, CFP®'s Raymond James Financial Inc. Experience November 2012 - Present
Job Director, Mutual Fund Research & Marketing at Raymond James Financial Inc
Industry Financial Services
Experience
Raymond James Financial Inc  November 2012 - Present
Raymond James  February 2012 - November 2012
Raymond James  August 2008 - February 2012
Raymond James  September 2007 - August 2008
AllianceBernstein  August 2005 - March 2007
AllianceBernstein  January 2004 - August 2005
AllianceBernstein  June 2002 - January 2004
Bank of America  January 2000 - January 2002

Skills
Series 7, Mutual Funds, Asset Management, Investments, Hedge Funds, Retirement Plan..., Dynamic Asset Allocation, Portfolio Assessment, Portfolio Management, Investment Strategies, Alternative Investments, Defined Contribution, Asset Allocation, Equities, Morningstar, Morningstar Direct, Financial Advisory, Strategic Financial..., 401k, Investment Management, Financial Planning

Education
Fordham University   2006 — 2006
CFP, Financial Planning

Columbia University   1999 — 2001
Master of Arts, Organizational Development

Pennsylvania State University   1995 — 1999
Bachelor of Science, Organizational Psychology

Jeff Gehring Jeff Gehring Tarpon Springs, Florida Details
Jeff Gehring's Raymond James Financial Inc. Experience September 2008 - September 2011
Job IT Specialist/Audio Engineer
Industry Information Technology and Services
Experience
Bristol-Myers Squibb  September 2014 - Present
Raymond James Financial  September 2008 - September 2014
Raymond James Financial Inc.   September 2008 - September 2011
211 Tampa Bay Cares, Inc.   August 2006 - September 2008
Pros From Dover Productions   January 2005 - April 2006
SmakDab Productions   November 2003 - March 2006
Valley Country Club  April 2004 - August 2005
EOP Recording CO   April 2003 - October 2004
Merant, Inc   May 1999 - August 2000

Skills
Troubleshooting, Microsoft Office, Project Management, Process Improvement, System Administration, SharePoint, Teamwork, OS X, Business Analysis, Requirements Analysis, Recording, Technical Support, Training, Windows, Audio Engineering, Team Leadership, HTML, Network Administration, Automation, Business Process..., Audio Editing, Audio Post Production, Steinberg Nuendo, Customer Service, Mastering, Photoshop, Scanners, Windows 7, Software Installation, Hardware, Laptops, Software Implementation, Video Editing, Networking, Software Project..., Computer Hardware, Web Applications, XML, Web Content Management, Help Desk Support, Video Production, Active Directory, Microsoft SQL Server, Microsoft Excel

Education
Full Sail University   2008 — 2009
BACHELOR OF SCIENCE, ENTERTAINMENT BUSINESS

Full Sail University   2002 — 2003
ASSOCIATE OF SCIENCE: RECORDING ARTS, ELECTRONIC MEDIA

Michael McCarty Michael McCarty Tampa/St. Petersburg, Florida Area Details
Michael McCarty's Raymond James Financial Inc. Experience April 2004 - May 2013
Job Passionate Service Delivery Executive | Financial Services | Banking | Project Management | Corporate Finance
Industry Financial Services
Experience
WellCare Health Plans  July 2014 - Present
HealthPlan Services  January 2014 - July 2014
Pinnacle Advisors   June 2013 - January 2014
Raymond James Financial Inc.   April 2004 - May 2013
IVANS  June 2000 - November 2003
Sitel  February 1999 - May 2000
Equifax  September 1996 - February 1999
JCPenney  1991 - 1996

Skills
Strategic Planning, Budget Development, Large Scale Deployments, Credit Card Processing, Payment Processing, Credit Unions, Credit Risk, Client Relationship..., Start-ups, Turnarounds, Turn Around Management, CRM, SharePoint, Change Management, Payment Card Processing, Credit Cards, Training, Management, Project Management, Customer Service, Leadership, Budgeting, Staff Development, Vendor Relations, Manage Client..., Software Documentation, Budgets, Business Process, Management Consulting, Strategy, Recruiting, Networking, Insurance, Banking, Technical Support, Integration, ITIL, Career Development..., Vendor Management, Human Resources, IT Management, Consulting, Business Strategy, Access, Operations Management, Forecasting, Business Analysis, Financial Services, PMO, SDLC

Education
University of Phoenix
MBA, Business, 3.93 GPA

Georgia State University
BS, Urban Affairs

Brad Metcalf Brad Metcalf Tampa/St. Petersburg, Florida Area Details
Brad Metcalf's Raymond James Financial Inc. Experience May 2004 - December 2005
Job Account Director at PR Newswire
Industry Marketing and Advertising
Experience
PR Newswire  February 2013 - Present
SuperMedia LLC  May 2009 - February 2013
Bright Trading  July 2008 - May 2009
Spartan Securities   January 2006 - July 2008
Raymond James Financial Inc.   May 2004 - December 2005

Skills
Strategy, Business Development, Advertising, New Business Development, Leadership, CRM, Sales, Analysis, Social Media, Budgets, Cold Calling, Finance, Retail, Portfolio Management, Marketing Strategy, Public Relations, Press Releases, Social Media Marketing, SEO, Online Marketing, Marketing Communications

Education
University of Florida   2011 — 2013
Master of Business Administration (M.B.A.)

Full Sail University   2011 — 2011
Masters Certificate, Web Marketing

Rollins College   2000 — 2004
Bachelor of Arts, Economics

Lake Forest Academy   1996 — 2000

Angie Kunze Angie Kunze Peoria, Arizona Details
Angie Kunze's Raymond James Financial Inc. Experience February 2015 - Present
Job Compliance
Industry Financial Services
Experience
Raymond James Financial Inc.   February 2015 - Present
Vanguard  March 2011 - January 2015
Farm Bureau Financial Services  July 2008 - December 2010

Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Leadership, Management, Microsoft Word

Education
Grand Canyon University   2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

University of Nebraska-Lincoln   2000 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General

Zachary Foster Zachary Foster Houston, Texas Details
Zachary Foster's Raymond James Financial Inc. Experience May 2010 - August 2010
Job Production Engineer CO2 at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan  October 2014 - Present
GE  June 2012 - February 2014
Baker Hughes  May 2011 - August 2011
Raymond James Financial Inc.   May 2010 - August 2010

Skills
Microsoft Office, Matlab, Data Analysis, PowerPoint, Research, Leadership, Engineering, Public Speaking, Energy, Management, Spotfire

Education
Georgia Institute of Technology   2013 — 2014
Master's degree, Mechanical Engineering, 4.0

Rice University   2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering, 3.44/4.00

Kelly Paige (Perry) Kelly Paige (Perry) Sarasota, Florida Area Details
Kelly Paige (Perry)'s Raymond James Financial Inc. Experience November 2013 - Present
Job Road Show Coordinator at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   November 2013 - Present
F&F Productions  February 2012 - October 2013
ESPN  August 2011 - January 2012
Bellator Fighting Championships  May 2010 - June 2011

Skills
Production, Broadcast, Television, Event Planning, Microsoft Office, Sports, Event Management, Television Production, Video Production

Education
Florida State University - College of Business   1995 — 1999
Marketing, Minor Communications

Bowen Flowers Bowen Flowers Tifton, Georgia Details
Bowen Flowers's Raymond James Financial Inc. Experience May 2014 - August 2014
Job CFO at Global Sportsman's Network
Industry Financial Services
Experience
Global Sportsman's Network   May 2015 - Present
Core Credit Union Ltd   December 2014 - May 2015
Raymond James Financial Inc.   May 2014 - August 2014
Sigma Phi Epsilon  2013 - 2014
Cracker Barrel  May 2013 - October 2013
Sigma Phi Epsilon  2012 - 2013
Chick-fil-A  May 2010 - June 2012

Skills
Microsoft Excel, Financial Analysis, Forecasting, Accounting, Financial Modeling, Financial Reporting, Financial Accounting, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Leadership, Event Planning, Social Media, Budgets, Research, Social Networking, Teamwork, Finance, Management, Strategy, Team Leadership, Portfolio Management, Analysis, Sales, Facebook, Marketing, Social Media Marketing, Fundraising

Education
Georgia Southern University   2011 — 2015
Bachelor of Business Administration (BBA), Finance, Management minor, Cum Laude

Pike County High School   2007 — 2011
Diploma

Clarice Walker Clarice Walker Memphis, Tennessee Details
Clarice Walker's Raymond James Financial Inc. Experience March 2014 - Present
Job Support Specialist III at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   March 2014 - Present
Raymond James Financial Inc.   March 2011 - Present
Morgan Keegan  August 2006 - August 2011
Morgan Keegan  February 2011 - March 2011
Union Planters Bank  December 1999 - August 2006

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Access Database, 10 Key Touch, 10 Key, Lexis, Ras-D Database, Access, Accounting, Banking, Finance, Microsoft Office, Leadership, Outlook, Investments

Education
Grand Canyon University   2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General

University of Phoenix   2010 — 2013
Bachelor of Science in Business Management, Business Administration and Management, General

Thomas Heinrichs Thomas Heinrichs Tampa/St. Petersburg, Florida Area Details
Thomas Heinrichs's Raymond James Financial Inc. Experience June 2007 - September 2009
Job President / Financial Advisor at Ameriprise
Industry Investment Management
Experience
Ameriprise  August 2015 - Present
JHS Capital Advisors, LLC  April 2010 - August 2015
Merrill Lynch  September 2009 - April 2010
Raymond James Financial Inc.   June 2007 - September 2009

Education
Florida State University   2000 — 2003
Bachelor of Science (B.S.), Economics

Tim Lanning Tim Lanning Greater Boston Area Details
Tim Lanning's Raymond James Financial Inc. Experience May 2006 - August 2008
Job Legal Assistant at Wolf Greenfield
Industry Law Practice
Experience
Wolf Greenfield  March 2011 - Present
Harness, Dickey & Pierce, P.L.C.   August 2009 - February 2011
Raymond James Financial Inc.   May 2006 - August 2008
Clear Channel Communications  2008 - 2008

Skills
PowerPoint, Research, Editing, Microsoft Office, Microsoft Excel, Intellectual Property, Marketing, Podcasting, Customer Service, Public Speaking, Community Outreach, Time Management, Excel, Writing, Video Games, Social Media, Comedy, Improvisational Comedy, Blogging, Internet, WordPress, Streaming Media, Project Management, Video Podcasts, Start-ups

Education
Gardner-Webb University   2005 — 2009
Bachelors of Science, International Business

Dan McClanahan Dan McClanahan Bradenton, Florida Details
Dan McClanahan's Raymond James Financial Inc. Experience October 2005 - Present
Job Regatta Pointe Marina, Raymond James
Industry Maritime
Experience
Regatta Pointe Marina   May 2011 - Present
Raymond James Financial Inc.   October 2005 - Present
Office Depot  January 2010 - June 2011
The Home Depot  June 2003 - August 2005
The Home Depot  July 2002 - June 2003
The Home Depot  June 2001 - July 2002
The Home Depot  January 2000 - June 2001
The Home Depot  October 1993 - January 2000
The Home Depot  March 1989 - January 1993

Skills
Broad Operating..., Store and District..., Organized Multi-Tasker, Best Practices Teacher, Diversity Mentor, Energetic Leader, Customer Service..., People Developer, Sales Generator, Expense Cutter, Lumber & Building..., Appliance Showroom &..., Floor and Wall Coverings, Lawn & Garden..., Kitchen & Bath Design &..., Electrical and Lighting..., Seasonal Setup & Pack..., Door & Window Sales &..., Inventory Management, Corporate and Home..., Microsoft Word, Excel &..., QuickBooks, Customer Service, Team Building, Strategic Planning, People Development, Operations Management, Management, Leadership, Human Resources, Forecasting, Employee Training, Customer Satisfaction, Performance Management, Retail, Recruiting, Sales, Training, PowerPoint, Time Management, Visual Merchandising, Risk Management, Organized Multi-tasker, New Business Development, Insurance

Education
Florida Technical College   1989 — 1991
Associate of Science (A.S.), Electrical/Computer Engineering, 3.5

Armwood Senior High School   1985 — 1988
Diploma, Electronics, Business, Economics

Michael E. Robinson Michael E. Robinson Greater Atlanta Area Details
Michael E. Robinson's Raymond James Financial Inc. Experience April 2006 - Present
Job Client Relationship Manager at Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor
Industry Financial Services
Experience
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor   April 2006 - Present
Raymond James Financial Inc.   April 2006 - Present
Washington Mutual  May 2004 - April 2006
UBS  May 2002 - May 2004

Skills
Finance, Wealth Management, Securities, Financial Advisory, Sales, Series 7, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Fixed Income, Equities, Asset Management, Alternative Investments, Retirement Planning, Investment Advisory, Series 63, Investment Strategies, Strategic Financial...

Education
Georgia State University
Bachelor of Business Administration (B.B.A.), Finance /Actuarial Science

Georgia State University
Actuarial Science

Patrick Jinks, CPA, AAMS ®, RCC ® Patrick Jinks, CPA, AAMS ®, RCC ® Tampa/St. Petersburg, Florida Area Details
Patrick Jinks, CPA, AAMS ®, RCC ®'s Raymond James Financial Inc. Experience April 2011 - April 2012
Job Vice President, Succession Planning & Acquisitions
Industry Financial Services
Experience
Raymond James Financial Services  April 2012 - Present
Raymond James Financial Inc.   April 2011 - April 2012
Prive Realty Group   2003 - 2012
Grant Thornton LLP  December 2009 - April 2011
Cherry, Bekaert & Holland LLP   November 2007 - December 2009
Foster & Dunhill Planning, LLC   January 2006 - November 2007
Deloitte & Touche LLP  January 2003 - December 2005

Skills
Estate Planning, Income Tax, Accounting, Financial Analysis, Strategic Financial..., Business Strategy, Business Planning, New Business Development, Business Valuation, Strategic Planning, Management Consulting, Tax Law, Mergers & Acquisitions, Tax, Financial Advisory, Investments, Finance, Series 7, Financial Services, Financial Planners, Risk Management, Small Business, Wealth, High Net Worth..., Retirement, Estate Tax Planning, Fixed Annuities, CPA, Financial Planning, Wealth Management, Investment Advisory

Education
Florida State University - College of Business   2002 — 2003
Master's Degree, Accounting with Taxation Emphasis

Florida State University - College of Business   1999 — 2002
Bachelor's Degree, Accounting

Mujahid Aziz Mujahid Aziz Tampa/St. Petersburg, Florida Area Details
Mujahid Aziz's Raymond James Financial Inc. Experience 2006 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James Financial Inc.   2006 - Present
HealthPlan Services  2015 - 2015
Amazon  2015 - 2015
Amazon  2015 - 2015
Finish Line  2014 - 2014
GlobalOptions  November 2008 - February 2010

Skills
Nursing,Pharmacy..., Working knowledge of ..., Java, Desktop Support,..., CRM, Fraud, Financial Risk, Software Documentation, Human Resources, Interviews

Education
University of South Florida   2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics

North Park University   2004 — 2008
Bachelor of Arts (B.A.), Business/Managerial Economics

Florida State University

St. pete high

Amit Banerjee Amit Banerjee Tampa/St. Petersburg, Florida Area Details
Amit Banerjee's Raymond James Financial Inc. Experience October 2014 - Present
Job Vice President, Trading Systems at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   October 2014 - Present
BNY Mellon  April 2012 - October 2014
Fidelity National Financial  March 2010 - April 2012
E*TRADE Financial  March 2009 - March 2010
E*TRADE Financial Corporation  January 2006 - July 2009
E*TRADE Bank  April 2003 - January 2006
E*TRADE Financial Corporation  April 2000 - April 2003
S.W.I.F.T.   1989 - 2000
SWIFT  1987 - 1989
Unisys  June 1981 - March 1987

Skills
E-commerce, Scalability, Distributed Systems, Banking, Enterprise Architecture, SOA, IT Strategy, SDLC, IT Management, Compliance, Architecture, Server Architecture, J2EE, Software Project..., Databases, XML, Outsourcing, Data Center, Web Services, Business Intelligence, Software Development, Data Warehousing, Security, Disaster Recovery, IT Governance, Program Management, Software Engineering, Perl, Unix, Governance, Java Enterprise Edition, Requirements Analysis, Integration, CRM, Financial Services, Vendor Management, Agile Methodologies, PMO, Strategy, Cross-functional Team..., Oracle, Solution Architecture, Management, IT Operations, Project Management, Cloud Computing, Product Management, Business Analysis, Information Technology, Agile Project Management

Education
George Mason University   1991 — 1994
MS, Computer Science, 3.9

Indian Institute of Science   1978 — 1981
BE, Electronics Engineering, 3.9

St. Stephen's College   1975 — 1978
B.Sc., Physics, 3.6

Baber Sheikh Baber Sheikh Houston, Texas Details
Baber Sheikh's Raymond James Financial Inc. Experience August 2014 - Present
Job Energy Investment Banking
Industry Venture Capital & Private Equity
Experience
Raymond James Financial Inc.   August 2014 - Present
ZT Wealth  September 2013 - August 2014
UBS Investment Bank  2011 - August 2013
EDF Trading  2010 - 2010
Citigroup Energy Inc.  2007 - 2009
Citigroup  2004 - 2007
ICF International  2002 - 2004

Skills
Valuation, Structured Finance, Financial Modeling, Derivatives, Investment Banking, Options, Corporate Finance, Capital Markets, Commodity, Hedging, Trading, Asset Management, Energy, Investments, Financial Structuring, Mergers & Acquisitions, Credit Derivatives, Interest Rate..., Proprietary Trading, High Yield, Hedge Funds, Equity Research, Emerging Markets, Private Equity, Alternative Investments, Equities, Bloomberg, Finance, Fixed Income, Economics, LBO, Financial Markets, Structured Products, Due Diligence, Financial Analysis

Education
Jones Graduate School of Business, Rice University   2009 — 2011
MBA

Haverford College   1998 — 2002
BA

Karachi Grammar School   1990 — 1998

Rashad Freeman Rashad Freeman Apollo Beach, Florida Details
Rashad Freeman's Raymond James Financial Inc. Experience 2012 - Present
Job Writing my own story @ www.rashadfreeman.com
Industry Writing and Editing
Experience
Writing  2011 - Present
Raymond James Financial Inc.   2012 - Present
Citi  February 2011 - 2012
Southwest Florida Water Management District  January 2010 - May 2011
Procidien   March 2008 - December 2009
JPMorgan Chase  May 2005 - March 2008
PricewaterhouseCoopers  2000 - 2005

Skills
ITIL, Governance, Process Improvement, Security, Risk Management, Program Management, IT Operations, Business Continuity, CRISC, Infrastructure, Software Documentation, Change Management, Leadership, PMP, Project Management, Management

Education
University of South Florida
B.A., International Studies

Florida State University - College of Business
MBA

Steven Seligsohn Steven Seligsohn Greater Atlanta Area Details
Steven Seligsohn's Raymond James Financial Inc. Experience May 2012 - August 2012
Job Business Technology Analyst at Deloitte
Industry Computer Software
Experience
Deloitte  July 2015 - Present
General Motors  May 2014 - July 2014
JPMorgan Chase  June 2013 - August 2013
Raymond James Financial Inc.   May 2012 - August 2012

Skills
Databases, Software Documentation, Visio, SharePoint, Microsoft SQL Server, Microsoft Office, IT Business Strategy, Troubleshooting, Networking, SDLC, Visual Basic, SQL, C++, Matlab, MIPS, VHDL, Project Management, T-SQL, Access, Linux, XML

Education
Georgia Institute of Technology   2011 — 2015
Bachelor of Science, Computer Engineering

Nathan Katica Nathan Katica Atlanta, Georgia Details
Nathan Katica's Raymond James Financial Inc. Experience June 2014 - August 2014
Job Industrial Engineering Product Support Coop at Gulfstream Aerospace
Industry Logistics and Supply Chain
Experience
Gulfstream Aerospace  May 2015 - Present
Human Factors and Aging Lab, Georgia Institute of Technology   August 2014 - April 2015
Raymond James Financial Inc.   June 2014 - August 2014

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop

Education
Georgia Institute of Technology   2014 — 2018
Bachelor of Science (BSc), Industrial and Systems Engineering

North Atlanta High School   2010 — 2014

Doug Sanson Doug Sanson Columbia, South Carolina Details
Doug Sanson's Raymond James Financial Inc. Experience May 2008 - August 2008
Job Pilot Sales Manager
Industry Marketing and Advertising
Experience
Vector Marketing  May 2015 - Present
Vector Marketing  August 2013 - March 2015
Vector Marketing  May 2012 - August 2012
Raymond James Financial Inc.   May 2008 - August 2008

Skills
Direct Sales, Direct Marketing, Sales Management, Interviews, Motivational Speaking, Intercollegiate..., Training, Sales, Time Management, Sales Presentations, Team Building, Team Leadership, Marketing, Sales Operations

Education
Geneva College   2009 — 2014
Business Administration and Management, General

Jessica Redding Jessica Redding Greater New York City Area Details
Jessica Redding's Raymond James Financial Inc. Experience 2008 - 2008
Job Office of the COO
Industry Financial Services
Experience
Deutsche Bank  October 2013 - Present
Faircloth / Prophitt Wedding   2014 - 2014
NYJL   2012 - 2014
Deutsche Bank  November 2012 - November 2013
Deutsche Bank  July 2011 - November 2012
Opera Solutions  January 2010 - August 2012
Tuck School of Business at Dartmouth  August 2007 - September 2010
Raymond James Financial Inc.   2008 - 2008
Morgan Stanley  May 2003 - June 2007

Skills
Interim Management, C-Level Consulting, Program Management, Turn Around Management, Innovation Development, Innovation Management, Management Consulting, Operational Turnaround, Technology Integration, Strategy, Corporate Development, Competitive Analysis, Change Management, Start-up Consulting, Analytics, Business Strategy, Valuation, Start-ups, Strategic Planning, Private Equity, Financial Modeling, Venture Capital, Product Management, Project Management, Due Diligence, Global Delivery, C-Level Executive..., Mergers, Mergers & Acquisitions, Cross-functional Team..., Analysis, Innovation Consulting, Business Innovation, Outsourcing Management, Transformational..., Non-profit Leadership, Non-profit Program..., Large Scale Change..., Technology Change..., Transformative Mediation, Painting

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2007 — 2009
Master of Business Administration (M.B.A.), N/A

Georgia Institute of Technology   1998 — 2003
Bachelor's Degree, Industrial Engineering (BSIE), Certificate in Industrial and Organizational Psychology, Cum Laude

JANET SHIN JANET SHIN Phoenix, Arizona Area Details
JANET SHIN's Raymond James Financial Inc. Experience August 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   August 2013 - Present
Ellevate Network  2012 - Present

Skills
Strategic Financial..., Business Planning, Investment Strategies, Valuation, Product Marketing, Portfolio Management, Retirement Planning, Investment Advisory, Strategic Planning, Risk Management, ETFs, Mutual Funds, Financial Reporting, Finance, Financial Modeling, Asset Allocation, Wealth Management, Asset Management, Securities, Series 7, Small Business, Alternative Investments, Investments, Equities, Asset Managment, Corporate Finance, College Savings Plans, 401k Rollovers, IRAs, Retirement, Investment Banking, Process Improvement, Investment Management, Estate Planning, Financial Advisory, 401k, Financial Services, Management, Leadership, Financial Analysis, Strategy, Insurance

Education
Georgetown University - The McDonough School of Business
Finance

Andy McClaflin Andy McClaflin Arvada, Colorado Details
Andy McClaflin's Raymond James Financial Inc. Experience July 2013 - Present
Job President at Aspen Wealth Strategies
Industry Financial Services
Experience
Raymond James Financial Inc.   July 2013 - Present
Aspen Wealth Strategies an Independent Firm   July 2013 - Present
Edward Jones  June 2003 - July 2013

Skills
Personal Financial..., Retirement Planning, Wealth Management, Retirement, Securities, Asset Allocation, IRAs, Wealth Management..., Term Life Insurance, Life Insurance, Wealth Accumulation, Long-term Care, Series 7

Education
Fort Hays State University   2000 — 2003
Bachelor of Business Administration (BBA), Finance, General

Amy Mull, CPA, MBA Amy Mull, CPA, MBA Fort Lauderdale, Florida Details
Amy Mull, CPA, MBA's Raymond James Financial Inc. Experience October 2013 - June 2014
Job Senior Accountant
Industry Accounting
Experience
Citrix  August 2015 - Present
Federated National Insurance Company  August 2014 - Present
Raymond James Financial Inc.   October 2013 - June 2014
Northside Hospital  January 2012 - April 2013
Huddle House  May 2011 - December 2011
Huddle House  October 2010 - May 2011
Huddle House  October 2008 - October 2010
International Environmental Management  November 2006 - October 2008

Skills
Accounting, Accounts Payable, Financial Reporting, Financial Analysis, General Ledger, Account Reconciliation, Analysis, Auditing, Fixed Assets, Internal Controls, GAAP, Sarbanes-Oxley Act, US GAAP, Variance Analysis, Forecasting, Financial Accounting, Budgets, Financial Statements

Education
University of Georgia - Terry College of Business   2011 — 2013
MBA

Georgia State University - J. Mack Robinson College of Business
BBA, Accounting

Georgia State University - J. Mack Robinson College of Business
BBA, Finance

Alyn Rumbold, CFP Alyn Rumbold, CFP Flagstaff, Arizona Area Details
Alyn Rumbold, CFP's Raymond James Financial Inc. Experience August 2014 - Present
Job Certified Financial Planner at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc.   August 2014 - Present
Industrial Development Authority, City of Flagstaff   August 2013 - Present
The Literacy Center of Northern Arizona   August 2011 - Present
Hozhoni Foundation  May 2004 - Present
Edward Jones Investments  May 2002 - August 2014
Edward Jones  2002 - August 2014
Edward Jones  2002 - 2014
Flagstaff Family YMCA   November 2011 - December 2013
The Hozhoni Foundation   June 2005 - July 2013
American Express Financial Advisors  August 1992 - May 2002

Skills
Retirement Planning, Retirement, IRAs, Series 7, Wealth Management, Mutual Funds, Fixed Annuities, Strategic Financial..., Investments, Long-term Care, Income Protection, Portfolio Management, Investment Strategies, Strategic Planning

Education
Fuller Theological Seminary   1991 — 1992
Theology

Northern Arizona University   1981 — 1985
B.A., English, Finance

Randall Place Randall Place Naples, Florida Area Details
Randall Place's Raymond James Financial Inc. Experience 1993 - 1998
Job Partner at Place and Hanley
Industry Legal Services
Experience
Place and Hanley   January 2008 - Present
FINRA  2003 - 2004
Raymond James Financial Inc.   1993 - 1998

Skills
Securities Litigation, Securities Regulation, FINRA, Securities, Arbitration, Litigation, Commercial Litigation, Class Actions, Civil Litigation, SEC, Internal Investigations, Legal Research, Mediation, Legal Writing, Corporate Law, Dispute Resolution, Corporate Governance, Alternative Dispute..., Fraud

Education
Georgetown University Law Center   2002 — 2004
Master of Laws (LLM), Investments and Securities

Thomas M. Cooley Law School   1998 — 2000
Doctor of Law (J.D.), Law

David Chumley David Chumley Belleville, Illinois Details
David Chumley's Raymond James Financial Inc. Experience July 2013 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   July 2013 - Present
TheBANK of Edwardsville  April 2013 - Present
Chicot Memorial Medical Center   July 2010 - March 2012
American Red Cross, Missouri Illinois Blood Services Region   March 2005 - December 2009
American Red Cross, Greater Ozarks-Arkansas Region   August 1993 - February 2005
Memorial Hospital, Belleville, Illinois   January 1987 - July 1993
East Tennessee Baptist Hospital, Knoxville, Tennessee   December 1981 - December 1986
Hendrick Medical Center, Abilene, Texas   May 1979 - November 1981
Baptist Memorial Hospital  August 1977 - April 1979

Skills
Healthcare, Administration, Hospitals, Non-profits, Leadership, Management, Recruiting, Healthcare Management, Medicine, Customer Service, Physicians, Negotiation, Program Development, Leadership Development, Strategic Planning, Time Management, Public Speaking, Treatment, Team Building, System Administration, Program Management, Nonprofits, Coaching, Organizational..., Policy, Training, Fundraising, Human Resources, Employee Relations, Analysis, Process Improvement, Healthcare Consulting, Data Analysis, Strategy, Change Management, Executive Management

Education
Trinity University   1976 — 1978
MS, Health Care Administration

University of Arkansas for Medical Sciences   1974 — 1975
BS, Medical Technology

Hendrix College   1970 — 1974
BA, Psychology

Jay Norton Jay Norton Charlotte, North Carolina Area Details
Jay Norton's Raymond James Financial Inc. Experience August 2000 - January 2003
Job SVP, Corporate Operational Risk at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2014 - Present
Bank of America  January 2003 - September 2014
Raymond James Financial, Inc.   August 2000 - January 2003
Raymond James Financial Inc.   June 1999 - May 2000

Skills
Financial Services, Corporate Law, Litigation, Securities Regulation, Management, Human Resources, Arbitration, Wealth Management, Operational Risk..., Analytics, Banking, Risk Management, Securities

Education
Stetson University College of Law   1997 — 2000
JD/MBA, Law; Business Administration

Furman University   1993 — 1997
B.A., Business Administration

Bruce Katz Bruce Katz Greater New York City Area Details
Bruce Katz's Raymond James Financial Inc. Experience February 2005 - May 2008
Job Owner/ Broker at State Farm
Industry Financial Services
Experience
State Farm  May 2014 - Present
Easy Choice Health Plan of New York  September 2012 - March 2014
Gilford Securities  May 2008 - November 2011
Raymond James Financial Inc.   February 2005 - May 2008

Skills
Equities, Investments, Mutual Funds, Insurance, Business Strategy, Business Development, Entrepreneurship, Series 7, Fixed Income, Securities, Capital Markets, Business Planning, Hedge Funds, Asset Management, Disability Insurance, Finance, Financial Services, Financial Planning, Series 63

Education
Hofstra University   1981 — 1983
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services

State University of New York College at Buffalo   1974 — 1978
Bachelor's degree, Biochemistry

Plainview JFK High School

Mary Harrigan Mary Harrigan Greenwich, Connecticut Details
Mary Harrigan's Raymond James Financial Inc. Experience July 2012 - August 2012
Job Student at Harvard University
Industry
Experience
Lazard Asset Management  May 2015 - July 2015
Harvard Student Agencies  November 2013 - May 2015
Kabouter Management LLC   July 2014 - August 2014
Raymond James Financial Inc.   July 2012 - August 2012

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research

Education
Harvard University   2013 — 2017
AB Candidate in Statistics, Sophomore

Greenwich High School   2009 — 2013

Zaahid Khan Zaahid Khan West Bloomfield, Michigan Details
Zaahid Khan's Raymond James Financial Inc. Experience April 2013 - June 2013
Job Student at Harvard College
Industry Financial Services
Experience
Cambridge Franchise Partners   April 2014 - Present
QVT Financial LP  May 2015 - August 2015
Harvard Business School  September 2014 - June 2015
UBS  May 2014 - August 2014
Harvard Law School  September 2013 - June 2014
The Taubman Company  May 2013 - July 2013
Raymond James Financial Inc.   April 2013 - June 2013
Henry Ford Health System  June 2012 - September 2012
Doernbecher Children's Hospital  August 2012 - August 2012
Independent  May 2012 - July 2012

Skills
Leadership, Research, Microsoft Excel, Economics, Public Speaking, Financial Analysis, Finance, Portfolio Management, Market Research, Java, Stata, R

Education
Harvard University   2013 — 2017
Bachelor's degree, Applied Mathematics and Economics

Cranbrook Kingswood Upper School   2006 — 2013

Cornelius George Cornelius George Indianapolis, Indiana Details
Cornelius George's Raymond James Financial Inc. Experience August 2013 - May 2015
Job Bank consultant, VP
Industry Financial Services
Experience
Raymond James Financial Inc.   August 2013 - May 2015
Merrill Lynch  March 2005 - August 2013

Skills
Wealth Management, Series 7, Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Financial Services, Credit Risk, Series 63, Equities, Mutual Funds, Private Banking, Portfolio Management, Finance, Asset Management, Investments, Securities, Financial Analysis

Education
Franklin & Marshall College   2000 — 2004
Bachelor of Arts (BA), Business Administration, Management and Operations

Franklin & Marshall College   2000 — 2004
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services

Andrew Berger Andrew Berger Tampa/St. Petersburg, Florida Area Details
Andrew Berger's Raymond James Financial Inc. Experience August 2015 - Present
Job AdvisorChoice® Consultant Private Client Group at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   August 2015 - Present
Raymond James Financial Inc.   April 2014 - Present
Raymond James Financial Inc.   September 2012 - April 2014
Raymond James Financial Inc.   January 2011 - September 2012
Raymond James Financial Inc.   May 2010 - December 2010
GCUS Institute, Inc   September 2009 - May 2010
Franklin Templeton Investments  June 2008 - September 2009

Skills
Mutual Funds, Cost Basis Reporting, Portfolio Management, Business Process..., Fixed Income, Bloomberg, Associate Engagement, Technical Writing, Technical Documentation, Technical Product..., Cost Basis, Software Documentation, Analysis, Account Reconciliation, Educational Technology, Adult Education, Associate Development, Visio, Financial Education, Training Delivery, Technical Training, Hands-on Training, Professional Mentoring, Accounting Research, SharePoint, SharePoint Designer, Live Meeting, Equities, Captivate, Lync, Learning Management, Learning Management..., PowerPoint development, Prezi, Series 7, Financial Services, Process Improvement, Management, Investments

Education
Florida State University - College of Business
Bachelor of Science (BS), Finance and Financial Management Services

Scott Will Scott Will Tampa/St. Petersburg, Florida Area Details
Scott Will's Raymond James Financial Inc. Experience December 1999 - January 2013
Job Creative Marketing, Event Promotion and Merchandising Entrepreneur
Industry Marketing and Advertising
Experience
Scott Will Marketing & Design   January 1992 - Present
Raymond James Financial Inc.   December 1999 - January 2013
360 Media Group   January 1997 - January 1999
HSN  October 1993 - September 1997

Skills
Product Marketing, Account Management, Creative Concept..., Event Planning, Email Marketing, Supervisory Skills, Copywriting, Graphic Design, Merchandising, Project Management, Marketing Communications, Event Management, Marketing, Product Development, Advertising, Social Media, Public Relations, Microsoft Office, Newsletters, Retail, Sales, Leadership, Online Advertising, Direct Mail, Management, Marketing Strategy, Social Networking, Direct Marketing, Online Marketing, Social Media Marketing, Time Management, Digital Marketing, Market Research, Public Speaking, SEO, Blogging, Customer Satisfaction, Budgets, Brand Development, Integrated Marketing, Entrepreneurship, Team Building, E-commerce, Facebook, New Business Development, CRM, Team Leadership, Strategic Planning, Creative Direction, Business Development

Education
Florida State University   1991 — 1993
Bachelor of Science, Sociology

Florida State University   1991 — 1993
Bachelor of Science (B.S.), Sociology, Communciations, Visual Arts

Jeff Chase Jeff Chase Greater Detroit Area Details
Jeff Chase's Raymond James Financial Inc. Experience October 2011 - June 2012
Job Senior Enterprise Architect/Engineer at Bradley Arant Boult Cummings LLP
Industry Information Technology and Services
Experience
Bradley Arant Boult Cummings LLP  February 2013 - Present
Sentinel Technologies  October 2012 - February 2013
Raymond James Financial Inc.   October 2011 - June 2012
MillerJohnson   June 2006 - April 2012
Burke E. Porter   June 2004 - June 2006
Siemens Dematic Rapistan Division   August 1999 - June 2004

Skills
Active Directory, NetApp, SCCM, VMware Infrastructure, DNS, DHCP, HP Procurve, Microsoft Exchange, Windows, VMware, Windows Server, Virtualization, Servers, VMware ESX, Disaster Recovery, Data Center, Storage, Citrix, vSphere, System Administration, Network Administration, SAN, Networking, Enterprise Software, Linux, Powershell, VDI

Education
Grand Valley State University   1997 — 2001
Bachelor of Science, Information Technology

Dortch Oldham Dortch Oldham Greater Nashville Area Details
Dortch Oldham's Raymond James Financial Inc. Experience January 1990 - June 2005
Job Independent Real Estate Professional
Industry Real Estate
Experience
Keller Williams Realty  October 2004 - Present
Raymond James Financial Inc.   January 1990 - June 2005
Prudential Financial  January 1975 - January 1990

Skills
Townhomes, First Time Home Buyers, Property, Sellers, Relocation, ABR, Real Property, Buyer Representation, Short Sales, Referrals, REO, Residential Homes, Listings, Real Estate, New Home Sales, Investors, Foreclosures, Single Family Homes, Investment Properties, Condos, Luxury, Marketing, Buyers, Real Estate Transactions

Education
University of Tennessee-Knoxville - College of Business Administration   1969 — 1974
B.S. Business, Economics/Business

Montgomery Bell Academy   1962 — 1968

Corey Blaine Corey Blaine Washington D.C. Metro Area Details
Corey Blaine's Raymond James Financial Inc. Experience July 2010 - October 2010
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co.   September 2014 - Present
Telos Advisors  August 2013 - September 2014
West Virginia Jobs Investment Trust   March 2013 - May 2013
The Hoya  September 2011 - December 2012
Raymond James Financial Inc.   July 2010 - October 2010

Education
Georgetown University   2009 — 2012
Bachelor of Science (B.S.), Finance, General

University of Miami   2009 — 2010

Lauren A. Chamberlain Lauren A. Chamberlain Hartford, Connecticut Area Details
Lauren A. Chamberlain's Raymond James Financial Inc. Experience July 2012 - Present
Job Admistrative Assistant at Borgida & Company.
Industry Accounting
Experience
Centry21 All Points   January 2014 - Present
Raymond James Financial Inc.   July 2012 - Present
Borgida & Company P.C., CPA's   December 2011 - Present
Coldwell Banker Residential Brokerage  July 2012 - January 2014
Event Marketing, Inc.   March 2004 - October 2011
TeleTech  2003 - 2004
Savings Bank of Manchester  2003 - 2003
Loomis Fargo  2002 - 2003
Sovereign Bank  March 2000 - February 2002
Dunkin Donuts  1998 - 2000

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Matlab, Event Planning, Time Management, Sales, Marketing, Training, Management

Education
Goodwin College   2015 — 2016
Bachelor's Degree, Business Administration and Management, General

Goodwin College   2014 — 2016
Associate's Degree, Accounting and Finance

Goodwin College   2013 — 2015
Associate’s Degree, Business Administration and Management, General

Rockville High School   1994 — 1997
High School Diploma, General Studies

刘 (Liu)映梅 （Amanda) 刘 (Liu)映梅 （Amanda) New York, New York Details
刘 (Liu)映梅 （Amanda)'s Raymond James Financial Inc. Experience August 2013 - January 2014
Job 摩根大通金融分析师 Financial Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   November 2014 - Present
The Estée Lauder Companies Inc.   September 2014 - December 2014
The World Bank  January 2014 - June 2014
University of Maryland  June 2013 - June 2014
Raymond James Financial Inc.   August 2013 - January 2014
Hamline University  May 2010 - May 2012
Asian Development Bank  June 2011 - September 2011

Skills
Essbase, Valuation, Accounting, Financial Analysis, Bloomberg, Equity Research, Financial Modeling, Microsoft Excel, Data Analysis, Corporate Finance, PowerPoint, Budgets, Ad Hoc Reporting, Teamwork, Dreamweaver, Risk Management, Investments, Strategy, Hyperion, SAP

Education
University of Maryland - Robert H. Smith School of Business   2012 — 2014
Master of Finance, Finance, General

Hamline University   2008 — 2012
BA, Finance

Tabitha Grey Tabitha Grey Wichita, Kansas Area Details
Tabitha Grey's Raymond James Financial Inc. Experience May 1995 - July 1999
Job Independent Accounting Professional
Industry Accounting
Experience
The Cabin at Wildwood   February 2012 - Present
CCH  February 2001 - August 2003
H&R Block  October 2000 - April 2001
Raymond James Financial Inc.   May 1995 - July 1999

Skills
Tax, Bookkeeping, Tax Preparation, Accounting, QuickBooks, Financial Reporting, General Ledger, Account Reconciliation, Internal Controls, Payroll, Small Business, Budgets, Tax Returns, Sales Tax, Income Tax, Corporate Tax, Microsoft Excel, Tax Accounting, Microsoft Office, Tax Research, Partnership Taxation

Education
Friends University   2002 — 2004
Masters, Management Information Systems

University of South Florida - College of Business Administration   1995 — 1999
B.S, Accounting

Patrick O'Meara Patrick O'Meara Ann Arbor, Michigan Details
Patrick O'Meara's Raymond James Financial Inc. Experience June 1997 - June 1998
Job President at Inveniam Capital
Industry Financial Services
Experience
Inveniam Capital   August 2015 - Present
University of Mary  July 2014 - August 2015
O'Meara, Ferguson, Whelan, and Conway, Inc.   August 2000 - June 2014
Pontifical Faculty of the Immaculate Conception  2006 - 2014
Bear Stearns  July 1998 - September 1999
Raymond James Financial Inc.   June 1997 - June 1998

Skills
Fundraising, Public Speaking, Leadership Development, Stewardship, Strategic Consulting, Board Development, Organizational..., Balance Sheet, Structured Finance, Municipal Bonds, Investment Management, Business Strategy, Philanthropy, Non-profit..., Community Outreach, Management Consulting, Organizational..., Portfolio Management, Social Media, Strategic Communications, Teaching, Team Building, Volunteer Management, Conflict Resolution, Event Planning, Entrepreneurship, Strategic Planning, Leadership

Education
Franciscan University of Steubenville   1991 — 1995
Bachelor of Science (BS), Philosophy

Franciscan University of Steubenville   1991 — 1995
Theology/Theological Studies

Paul VI HS   1987 — 1990

Jason Walters Jason Walters Memphis, Tennessee Details
Jason Walters's Raymond James Financial Inc. Experience February 2009 - April 2012
Job Vice President at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities  August 2015 - Present
Stifel Nicolaus  April 2014 - July 2015
Stifel Financial Corp.  April 2012 - July 2015
Raymond James Financial Inc.   February 2009 - April 2012

Education
Georgia Tech   1992 — 1996
Bachelor's degree, Business Administration and Management, General

Christian Brothers High School   1988 — 1992
High School

Amy Overton Amy Overton Tampa/St. Petersburg, Florida Area Details
Amy Overton's Raymond James Financial Inc. Experience 1997 - 2001
Job Representative at Primerica
Industry Human Resources
Experience
White & Case LLP  July 2014 - Present
Primerica  June 2014 - Present
Bright House Networks  March 2007 - October 2012
Georgia Outdoor Therapeutic Program   March 2005 - March 2007
Diamond Products  March 2004 - January 2005
Cendant  2002 - 2002
Raymond James Financial Inc.   1997 - 2001

Skills
Recruiting, Employee Relations, Personnel Management, Human Resources, Payroll, HRIS, Management, Onboarding, Performance Management, Deferred Compensation

Education
Georgia Southwestern State University
BBA, Busniess Administration

Caitlin (Chaffee) Keely Caitlin (Chaffee) Keely Greater Seattle Area Details
Caitlin (Chaffee) Keely's Raymond James Financial Inc. Experience November 2010 - April 2011
Job Signature Event Coordinator at LeMay America's Car Museum
Industry Events Services
Experience
LeMay - America's Car Museum  February 2014 - Present
Tacoma Art Museum  June 2012 - January 2014
Juvenile Diabetes Research Foundation, South Sound Branch   September 2011 - June 2012
Metro Parks Tacoma  February 2011 - September 2011
Raymond James Financial Inc.   November 2010 - April 2011
KAYU Fox Television  August 2009 - April 2010

Skills
Event Planning, Communications Planning, Attention To Detail, Corporate Communications, Sponsorship Development, Fundraising, Event Management, Strategic Communications, Social Media, Newsletters, Volunteer Management, Non-profits, Sponsorship, Philanthropy, Nonprofits, Outlook, Raiser's Edge, Community Outreach, Fundraisers, Program Management, Public Relations, Internal Communications, Stewardship, Marketing, Annual Giving, Community Development, Volunteering, Marketing Communications, Volunteer Training, Budgets, Research, Time Management, Leadership, Social Networking, Facebook, Editing, Media Relations, Management, Press Releases, Public Speaking, Social Media Marketing, Project Planning, Program Development, Grant Writing, Prospect Research, Volunteer Recruiting

Education
Gonzaga University   2009 — 2010
MA, Communications & Leadership Studies

Gonzaga University   2005 — 2009
BA of Arts & Sciences, Applied Communications & Political Science

Bellarmine Preparatory High School   2001 — 2005
High School Diploma, General

Charles Lorigo Charles Lorigo Tampa/St. Petersburg, Florida Area Details
Charles Lorigo's Raymond James Financial Inc. Experience January 2013 - September 2013
Job
Industry Computer Software
Experience
PricewaterhouseCoopers LLP  October 2013 - Present
Raymond James Financial Inc.   January 2013 - September 2013
Raymond James Financial Inc.   August 2012 - December 2012
HP Enterprise Services  January 2012 - November 2012
Raymond James Financial Inc.   July 2010 - December 2011
Raymond James  May 2010 - February 2011
Raymond James  April 2006 - June 2010
Raymond James Financial  April 2004 - April 2006
Raymond James Financial  April 2002 - April 2004
Retrieval Dynamics   March 2001 - April 2003

Skills
SOA, SDLC, SharePoint, Microsoft SQL Server, Enterprise Architecture, Software Development, C#, SQL, Integration, T-SQL, ASP.NET, WCF, Requirements Analysis, UML, Visual Studio, Databases, Web Applications, Requirements Gathering, Architecture, Agile Methodologies, Enterprise Software, SSRS, JavaScript, Software Project..., .NET, Design Patterns, Web Services, C++, Active Directory, Microsoft Technologies, Microsoft CRM, Application Architecture, Security, Solution Architecture, Scrum, Java, IIS, Database Design, HTML 5, Web Development, jQuery, High Availability, Identity Management, AngularJS, Hadoop, SOLR, HBase, Hive, Linux, Ambari

Education
Georgia State University   1990 — 1994
BS

Thomas Belden Thomas Belden Tampa/St. Petersburg, Florida Area Details
Thomas Belden's Raymond James Financial Inc. Experience August 2012 - Present
Job Operations Controls Specialist at Raymond James Financial Inc.
Industry Banking
Experience
Raymond James Financial Inc.   August 2012 - Present
BankUnited  October 2010 - September 2012
Wachovia, A Wells Fargo Company  2007 - 2011
Mutual of Omaha  2003 - 2007

Skills
Loans, Credit, Cash Flow, Investments, Annuities, Banking, Fixed Annuities, Small Business, Sales, Finance, Retirement Planning, Real Estate, Commercial Banking

Education
Houghton College   2005 — 2007
Bachelors of Science, Business management

University at Buffalo   1998 — 1999

Anthony Trufelli Anthony Trufelli Greater New York City Area Details
Anthony Trufelli's Raymond James Financial Inc. Experience September 2008 - June 2010
Job Director of Operations at Bridgeway Legal Funding
Industry Financial Services
Experience
Bridgeway Legal Funding   May 2010 - Present
Raymond James Financial Inc.   September 2008 - June 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Legal Compliance, Legal Research, Financial Analysis, Strategic Financial..., Financial Modeling, Managerial Finance, Bloomberg Terminal, Finance, Series 7, Contract Negotiation, Accounting, Bloomberg, Strategic Planning, Financial Reporting, Operations Management, Forecasting, Analysis, Series 63, Investments, Access, Equities, Risk Management, FINRA, Due Diligence, Portfolio Management, Asset Management, Fixed Income, Valuation, Financial Services

Education
Hofstra University   2006 — 2010
BBA, Finance, Accounting

Jamal B. Brooks, MBA Jamal B. Brooks, MBA Greensboro/Winston-Salem, North Carolina Area Details
Jamal B. Brooks, MBA's Raymond James Financial Inc. Experience 2008 - 2009
Job Sr. Wealth Manager & Sr. Portfolio Manager at J. Brooks & Company, LLC
Industry Financial Services
Experience
J. Brooks & Company, LLC   June 2010 - Present
Eagle Strategies, LLC  2009 - 2010
Raymond James Financial Inc.   2008 - 2009
Brooks & Associates, LLC   2002 - 2008
NFL  2000 - 2007

Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Investment Strategies, Investments, Asset Managment, Mutual Funds, Equities, Wealth Management..., Retirement Planning, Wealth, Series 7, Alternative Investments, Strategic Financial..., Motivational Speaking, Public Speaking, Coaching, Personal Financial...

Education
East Carolina University - College of Business   2006 — 2010
Master of Business Administration (MBA), Finance

Hampton University   1995 — 1999
Bachelor of Business Administration (B.B.A.)

Kristen Jokerst Kristen Jokerst Austin, Texas Details
Kristen Jokerst's Raymond James Financial Inc. Experience May 2011 - November 2013
Job Fixed Income Capital Markets at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp.  November 2013 - Present
Raymond James Financial Inc.   May 2011 - November 2013
Archer Wealth Management   November 2006 - April 2009
Bridge Trading Company  2001 - 2005
Reuters America, LLC  2001 - 2005

Skills
Trading, Capital Markets, Fixed Income, Equities, Series 7, Securities, Financial Markets, Derivatives, Series 63, Mutual Funds, Electronic Trading, Portfolio Management, Alternative Investments, Asset Management

Education
Fontbonne University   2004 — 2006
Bachelors, Business

Southeast Missouri State University

Giorgi Suladze Giorgi Suladze New York, New York Details
Giorgi Suladze's Raymond James Financial Inc. Experience January 2008 - May 2008
Job M&A Consultant
Industry Financial Services
Experience
EY  July 2012 - Present
Blue Cross Blue Shield of Michigan  May 2011 - August 2011
American Express  March 2011 - April 2011
The Dempsey Companies   May 2009 - May 2010
Georgia State University  August 2007 - May 2009
Raymond James Financial Inc.   January 2008 - May 2008

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2012
MBA, Strategy and FInance

Georgia State University - J. Mack Robinson College of Business   2006 — 2009
BBA, Finance, Risk Management and Insurance

Caucasus University - Caucasus School of Business   2004 — 2006
BBA, Finance

Arlene Ligori Arlene Ligori Tampa, Florida Details
Arlene Ligori's Raymond James Financial Inc. Experience February 2014 - April 2015
Job Designer at Raymond James Financial Inc.
Industry Graphic Design
Experience
White & Case LLP  April 2015 - Present
Raymond James Financial Inc.   February 2014 - April 2015
Carlton Fields, P.A.   May 2012 - August 2013
AT&T  May 2010 - May 2012
Aligori Studios   May 1996 - May 2012
IKON Document Services  April 2008 - January 2010
Thompson Coburn LLP  June 1999 - April 2008

Skills
Graphics, Illustrator, Graphic Design, PowerPoint, Illustration, Adobe Creative Suite, Adobe Acrobat, Marketing, InDesign, Art, Editing, Logo Design, Blogging, Brochures, Copywriting, Layout, Dreamweaver, Digital Photography, Advertising, Photography, Social Media, SEO, Fine Art, Newsletters, Creative Direction, Publications, Mac, Art Direction, Branding & Identity, Corporate Identity, Flyers, Posters, Publishing

Education
University of Illinois at Urbana-Champaign
BFA, Illustration & Design

Illinois State University
none, pre Medical Illustration

Lincoln Land Community College
Associates, Biology

Peter Edelson Peter Edelson Greater Los Angeles Area Details
Peter Edelson's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Associate at Brentwood Associates
Industry Venture Capital & Private Equity
Experience
Brentwood Associates  August 2015 - Present
Bank of America Merrill Lynch  July 2013 - June 2015
Raymond James Financial Inc.   June 2012 - August 2012

Education
Harvard University   2009 — 2013
AB, Human Developmental and Regenerative Biology

Amy Neely Amy Neely Greensboro, North Carolina Details
Amy Neely's Raymond James Financial Inc. Experience May 2011 - January 2012
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  January 2012 - Present
Raymond James Financial Inc.   May 2011 - January 2012
Merrill Lynch  September 2005 - May 2011
Morgan Stanley  1999 - 2005

Skills
Series 7, Series 66, Notary Public, Wealth Management..., Investment Advisory, Retirement Planning, Customer Service, Investments, Wealth Management, Asset Management

Education
Michigan State University   1992 — 1996
Bachelor of Science (B.S.), Packaging Science

Glen Oaks Community College   1989 — 1991
Associate's degree, Business

Sturgis High School   1986 — 1989
High School Diploma

Steven Zeppenfeld Steven Zeppenfeld Tampa, Florida Details
Steven Zeppenfeld's Raymond James Financial Inc. Experience July 2014 - Present
Job Product Liaison Closed End Funds Department at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   July 2014 - Present
American Specialty Insurance Group   September 2013 - December 2013

Skills
Entrepreneurship, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Data Analysis, Business Development, Data Entry, Closed-end Funds, ETFs, Time Management, Teamwork, Social Networking, Customer Service, PowerPoint, Microsoft Word

Education
Florida State University   2010 — 2014
Bachelor's Degree, Finance

Michael Berger Michael Berger Sarasota, Florida Details
Michael Berger's Raymond James Financial Inc. Experience January 2014 - July 2014
Job President of Technical 420 and Account Executive/Content Creator at MoneyShow
Industry Financial Services
Experience
MoneyShow  August 2015 - Present
Technical420 LLC   July 2014 - Present
Raymond James Financial Inc.   January 2014 - July 2014
Raymond James Financial Inc.   February 2013 - January 2014
Raymond James Financial Inc.   December 2011 - February 2013

Skills
SQL Server Management..., Equity Research, Market Research, Marketing Strategy, Equity Valuation, Microsoft Excel, DCF Valuation, Investment Strategies, Financial Modeling, Strategy, Series 7, Financial Analysis, Series 24, Business Analysis, Research, Strategic Financial..., Data Analysis, Securities, Investments, Analysis, FINRA, Mutual Funds, Wealth Management, Uniform Combined State..., Financial Planning, Microsoft Office, Leadership

Education
Florida State University   2007 — 2011
Bachelor's degree, Finance, General

Alastair Barnes Alastair Barnes Greater New York City Area Details
Alastair Barnes's Raymond James Financial Inc. Experience May 2014 - Present
Job Equity Sales Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   May 2014 - Present
Weeden & Co  June 2013 - August 2013
Association of Tennis Professionals (ATP)   August 2011 - May 2012
International Tennis Federation  2005 - 2009

Skills
PowerPoint, Microsoft Excel, Outlook, Bloomberg Terminal, Time Management, Teamwork, Financial Analysis, Investments, Marketing, Event Management

Education
Fordham University   2012 — 2014
Bachelor's Degree, Gabelli School of Business

University of Tulsa   2009 — 2011
Business Administration and Management, General

Alexandra Band Alexandra Band Saint Petersburg, Florida Details
Alexandra Band's Raymond James Financial Inc. Experience July 2011 - Present
Job SVP, Head of Corporate Development
Industry Investment Banking
Experience
Raymond James Financial Inc.   July 2011 - Present
Raymond James Financial Inc.   June 2006 - July 2011
Bank of America  2000 - 2004
Lucent Technologies  1998 - 2000
BT. Alex Brown  1995 - 1998

Skills
Corporate Finance, Investment Banking, Valuation, Mergers & Acquisitions, Acquisition Integration, Capital Markets, Private Equity, Due Diligence, Corporate Development, Investments, Financial Modeling, Structured Finance, Equities, Financial Analysis, Portfolio Management, Asset Management, Finance, Financial Planning, Strategy, Financial Services, Securities, Wealth Management, Risk Management, Series 7, Alternative Investments, Fixed Income, Business Strategy, Mutual Funds, Venture Capital, Management, Hedge Funds, Strategic Planning, Marketing

Education
Northwestern University - Kellogg School of Management   1995 — 1998
MBA, Finance

The London School of Economics and Political Science (LSE)   1992 — 1993
MSc (Econ.), European Economics and Integraton

Harvard University   1988 — 1992
BA, Government, Economics, Social Studies

University of Oxford   1990 — 1991
Visiting, PP&E

Alexandria Ciejka Alexandria Ciejka New York, New York Details
Alexandria Ciejka's Raymond James Financial Inc. Experience May 2012 - July 2012
Job Investment Banking Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse  July 2015 - Present
Credit Suisse  June 2014 - August 2014
TD  June 2013 - August 2013
Sterne, Kessler, Goldstein & Fox   September 2012 - May 2013
Raymond James Financial Inc.   May 2012 - July 2012

Skills
Investment Banking, Valuation, Credit Analysis, Commercial Banking, Microsoft Excel, Spanish-speaking, Dance, REIS, CoStar, SNL, Leadership, Microsoft Office, Spanish, Investments

Education
Georgetown University - The McDonough School of Business   2011 — 2015
Bachelor’s Degree, Accounting and Finance

La Universidad Pontificia Comillas   2013 — 2013
Study Abroad

Suffield Academy   2007 — 2011
High School

Rachel Soper Rachel Soper Boston, Massachusetts Details
Rachel Soper's Raymond James Financial Inc. Experience July 2014 - June 2015
Job MBA Candidate at Harvard Business School
Industry Investment Banking
Experience
Harvard Business School  July 2015 - Present
Raymond James Financial Inc.   July 2014 - June 2015
Raymond James & Associates, Inc   July 2011 - June 2014
Cambridge Associates  June 2010 - August 2010
Southall Eden Paperie   January 2010 - May 2010
YHB Investment Advisors  June 2009 - August 2009
Friends Incorporated   June 2006 - August 2008

Skills
Financial Modeling, Valuation, Microsoft Excel, Investment Banking, Financial Analysis, Marketing Strategy, Designs, Private Equity, Venture Capital, Portfolio Management, Asset Allocation, Microsoft Office, Corporate Finance, Mergers & Acquisitions

Education
Harvard Business School   2015 — 2017
Master of Business Administration (MBA)

Vanderbilt University   2007 — 2011
Bachelor of Arts, Economics, Cum Laude

Kingswood-Oxford School   2002 — 2006
High School Diploma

Greg Snook Greg Snook Memphis, Tennessee Details
Greg Snook's Raymond James Financial Inc. Experience November 2014 - Present
Job CFO at FRAGO
Industry Financial Services
Experience
Raymond James Financial Inc.   November 2014 - Present
Cummins Inc.  May 2014 - October 2014
UFC GYM  September 2013 - May 2014
Get Fit Training   April 2012 - April 2013
United States Marine Corps  July 2008 - July 2012

Skills
Leadership, Team Leadership, Inventory Control, Direct Sales, Fitness Consulting, Personal Training, Weight Loss Coaching, Project Planning, Fundraising, Social Media, Time Management, Training, Management, Leadership Development, Team Building, Sales, Public Speaking, Event Planning, Marketing, Microsoft Excel

Education
The University of Memphis   2015 — 2016
Master's Degree, Master of Science in Business Administration Concentration in Finance, Candidate

The University of Memphis   2013 — 2015
Bachelor's Degree, Finance

Hawaii Pacific University   2009 — 2011
Finance, General, Freshman

Marine Corps Bulk Fuel Specialist MOS School   2008 — 2009

Nick Plasencia Nick Plasencia Tampa, Florida Details
Nick Plasencia's Raymond James Financial Inc. Experience 2010 - 2013
Job Vice President – The Plasencia Group
Industry Financial Services
Experience
The Plasencia Group  2013 - Present
Raymond James Financial Inc.   2010 - 2013

Education
Harvard University   2007 — 2010
Bachelor of the Arts, Economics

Jesuit High School

Wendy Chauvin Nicholson Wendy Chauvin Nicholson Saint Petersburg, Florida Details
Wendy Chauvin Nicholson's Raymond James Financial Inc. Experience July 1999 - August 2000
Job Business Manager for Granny NANNIES Pinellas, Hillsborough & Southern Pasco Counties
Industry Hospital & Health Care
Experience
Granny NANNIES  March 2007 - Present
Suncoast Cathedral   March 2002 - December 2006
Raymond James Financial Inc.   July 1999 - August 2000

Skills
Customer Relations, Employee Relations, Payroll, Benefits Administration, Benefits, Performance Management, Microsoft Office, Excel, Administration, Coaching, Hiring, Word, Policy, Change Management, Strategic Planning, ADP, Team Building, Problem Solving, Process Improvement, Organizational..., Outlook, Accounting, Interviewing, Mentoring, Onboarding, Negotiation, HR Policies, Supervisory Skills, Employee Engagement, System Administration, Data Entry, Elder Care, Public Speaking, Hospitals, Interviews, Home Care, Training, Healthcare Management, Long-term Care, Case Management, Leadership, Medicare, Process Scheduler, Psychotherapy, Social Services, Compassion, Job Fairs, Microsoft Excel, Employee Benefits

Education
St. Petersburg College   1999 — 2000
Business

Holyoke Community College   1977 — 1978
Liberal Arts

Chicopee Comprehensive High School

Geoff Ayers Geoff Ayers Denver, Colorado Details
Geoff Ayers's Raymond James Financial Inc. Experience June 2010 - August 2010
Job VVS Information System/Data Analyst at Vermont Veteran Services at UVM
Industry Information Technology and Services
Experience
Alden Torch Financial  December 2014 - Present
Vermont Veteran Services at UVM   May 2014 - Present
Data Remedies   April 2014 - Present
Vermont Department of Mental Health  April 2013 - April 2014
HillFresh Holdings Inc   March 2011 - May 2013
AAA Northern New England  June 2012 - August 2012
Portland Radio Group  January 2012 - June 2012
Raymond James Financial Inc.   June 2010 - August 2010
Hannaford Bros. Co.   April 2007 - August 2010

Skills
Radio, Recruiting, Program Management, Microsoft Excel, PowerPoint, Research, Administration, Social Media, Nonprofits, Event Planning, Microsoft Office, Public Speaking

Education
Hamilton College   2007 — 2011
Bachelor of Arts (BA), Economics

Georgia Ann Conner Georgia Ann Conner Montgomery, Alabama Details
Georgia Ann Conner's Raymond James Financial Inc. Experience March 2009 - June 2012
Job Communications Officer at Alabama Department of Archives and History
Industry Museums and Institutions
Experience
Alabama Department of Archives and History  May 2013 - Present
Raymond James Financial Inc.   March 2009 - June 2012

Skills
Press Releases, Corporate Communications, Media Relations, Public Relations, Strategic Communications, Writing, Social Media Marketing, Marketing, Fundraising, Visual Arts, History, Museums, Email Marketing, Communication, Marketing...

Education
Furman University   2004 — 2008
Bachelor of Arts (B.A.), History and Studio Art

Christina Blackmore Christina Blackmore Springfield, Missouri Details
Christina Blackmore's Raymond James Financial Inc. Experience May 2004 - April 2008
Job Account Executive at Huntleigh McGehee
Industry Insurance
Experience
Huntleigh McGehee, Risk Management & Benefit Specialists   August 2011 - Present
Ameriprise Financial Services, Inc.   April 2008 - August 2011
Raymond James Financial Inc.   May 2004 - April 2008
Great Southern Bank  February 2002 - May 2004

Education
University of California, Santa Cruz   2000 — 2002
Bachelor's degree, American Government and Politics (United States)

Gavilan College   1997 — 2000
Associate of Arts (AA), General Studies

Shanna Wiggins Shanna Wiggins Methuen, Massachusetts Details
Shanna Wiggins's Raymond James Financial Inc. Experience May 2013 - August 2013
Job Clinical Research Assistant at Boston Children's Hospital
Industry Biotechnology
Experience
Boston Children's Hospital  June 2014 - Present
Raymond James Financial Inc.   May 2013 - August 2013
Wyss Institute for Biologically Inspired Engineering  May 2012 - June 2013
Harvard University  January 2012 - June 2012

Skills
Matlab, Research, PowerPoint, Data Analysis, Statistics, Microsoft Excel, Mathematica, Market Research, Biomedical Engineering, Microsoft Office, Microsoft Word, Fundraising, Social Media, Fluorescence Microscopy, Adobe Illustrator, Laser Cutting, 3D Printing, CNC Mill, Social Networking, SolidWorks, Twitter, Facebook, HTML, CSS, PHP, JavaScript, ImageJ, Confocal Microscopy, Clinical Research, REDCap, Rapid Prototyping, COMSOL, CPR Certified, First Aid

Education
Harvard University   2010 — 2014
Bachelor of Science (BS), Engineering

Central Catholic High School   2006 — 2010

Robert (Bobby) Griffin Robert (Bobby) Griffin Tampa/St. Petersburg, Florida Area Details
Robert (Bobby) Griffin's Raymond James Financial Inc. Experience July 2015 - Present
Job Senior Equity Research Associate at Raymond James | CFA Level 3 Candidate
Industry Financial Services
Experience
Raymond James Financial, Inc.   July 2015 - Present
Raymond James Financial Inc.   June 2013 - July 2015
Intrepid Capital Funds  June 2012 - August 2012
Florida State Board of Administration  September 2011 - April 2012
Arrowhead Credit Research Corp   May 2011 - August 2011
Law Offices of Darrigo and Diaz   May 2010 - August 2010

Skills
Valuation, Financial Analysis, Financial Modeling, Equity Research, Due Diligence, Equities

Education
University of Florida - Hough Graduate School of Business   2012 — 2013
Master of Science, Finance

Florida State University - College of Business   2008 — 2012
B.S, Finance, Magna Cum Laude

Micah Darte Micah Darte Tampa/St. Petersburg, Florida Area Details
Micah Darte's Raymond James Financial Inc. Experience September 2015 - Present
Job
Industry Financial Services
Experience
Raymond James Financial, Inc.   September 2015 - Present
Raymond James Financial Inc.   January 2012 - September 2015
Florida Office of Financial Regulation  July 2005 - January 2012
SunTrust  September 2004 - May 2005

Skills
Compliance, Investments, Securities, Microsoft Office, Strategic Planning, Financial Services, Fixed Annuities, Analysis, Finance, Investment Advisory, Financial Advisory, Mutual Funds, Risk Management, Series 7, Financial Analysis, Management, Banking, Series 63

Education
University of South Florida   2007 — 2009
MBA, Business

Florida State University - College of Business   1997 — 2001
BS, Finance

Andrew Blomberg, AU, AINS Andrew Blomberg, AU, AINS Columbia, Maryland Details
Andrew Blomberg, AU, AINS's Raymond James Financial Inc. Experience May 2012 - August 2012
Job Liberty Mutual Insurance CL Underwriter
Industry Higher Education
Experience
Liberty Mutual Insurance  June 2013 - Present
Gettysburg College  September 2011 - Present
Gettysburg College  August 2012 - May 2014
Gettysburg College  September 2010 - May 2014
Liberty Mutual Insurance  April 2013 - August 2013
Raymond James Financial Inc.   May 2012 - August 2012
Gettysburg College  January 2012 - May 2012
Panera Bread  March 2009 - August 2009

Skills
Cpr Certified, PowerPoint, SPSS, Word, Spanish, Facebook, Research, Public Speaking, Social Networking, Event Planning, Fundraising, Microsoft Excel, Microsoft Office, Social Media, Customer Service, Microsoft Word

Education
Gettysburg College   2011 — 2014
Bachelor of Arts (B.A.), Organizational Management Studies

Gettysburg College   2010 — 2014
Bachelor of Arts, Management and Business

Hingham High School   2007 — 2010

Colby Meyers Colby Meyers Saint Petersburg, Florida Details
Colby Meyers's Raymond James Financial Inc. Experience June 2012 - Present
Job OPTIONS Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   June 2012 - Present
University of Miami School of Business  August 2008 - May 2012
The Calderaro Tyrrell Law Group   June 2011 - August 2011
Cross Keys Capital, LLC  May 2010 - August 2010
Tunnelbrook Capital LLC   2009 - 2010

Skills
Organizing, Adobe Bridge, Illustrator, InDesign, Photoshop, Graphic Design, Microsoft Office, Access, Excel, Outlook, PowerPoint, Word, Photography, Sailing, Tennis, Travel, Microsoft Word

Education
University of Miami - School of Business   2008 — 2012
Bachelor of Business Administration, Finance, Business Law, Accounting

Hogeschool voor Economische Studies Amsterdam (HES)   2011 — 2011

Ben Brownlow Ben Brownlow Atlanta, Georgia Details
Ben Brownlow's Raymond James Financial Inc. Experience April 2012 - Present
Job Analyst, Equity Research at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   April 2012 - Present
Morgan Keegan  December 2003 - April 2012

Skills
Factset, Bloomberg Terminal, Thomson One, Microsoft Office, Excel, PowerPoint, Word, Financial Analysis, Financial Modeling, Equity Research, Equity Valuation

Education
University of Tennessee-Knoxville   2002 — 2003
MBA, Finance, Beta Gamma Sigma Honor Society

Haslam College of Business at the University of Tennessee   1997 — 2001
BBA, Finance

Timothy Henn Timothy Henn Greater New York City Area Details
Timothy Henn's Raymond James Financial Inc. Experience July 2013 - April 2014
Job Associate at Portfolio Advisors, LLC
Industry Investment Banking
Experience
Portfolio Advisors, LLC  May 2014 - Present
Raymond James Financial Inc.   July 2013 - April 2014
Raymond James Financial Inc.   September 2011 - June 2013
FTI Consulting  2009 - September 2011
FTI Consulting  June 2008 - June 2009
FTI Consulting  June 2007 - August 2007

Skills
Corporate Finance, Valuation, Investment Banking, Business Valuation, Capital Markets, Financial Analysis, Financial Modeling, Restructuring, Bloomberg, Due Diligence, Equity Research, DCF, Equities, Private Equity

Education
Georgetown University - The McDonough School of Business   2005 — 2009
BS, Finance

Fairfield Prep   2001 — 2005

Paul Chiampa Paul Chiampa Springfield, Massachusetts Area Details
Paul Chiampa's Raymond James Financial Inc. Experience November 2012 - September 2014
Job
Industry Financial Services
Experience
Raymond James Financial Inc.   November 2012 - September 2014
Morgan Stanley  January 2006 - October 2012
Morgan Stanley  2004 - 2006
Smith Barney  1995 - 2004
Shearson Lehman Brothers  1989 - 1995
Shearson Lehman Brothers  1988 - 1989
Shearson Lehman Brothers  1986 - 1988
Shearson American Express  1982 - 1986

Skills
Portfolio Management, Financial Planning, Branch Management

Education
University of Virginia Darden School of Business   1974 — 1976
Master of Business Administration (MBA), Finance

Harvard University   1967 — 1971
AB, Social Relations

Melrose High School   1963 — 1967
Diploma, College Prep

Anthony Bacarella Anthony Bacarella Ann Arbor, Michigan Details
Anthony Bacarella's Raymond James Financial Inc. Experience June 1994 - November 1994
Job Executive Managment / Director Case Planning
Industry Financial Services
Experience
Sigma Financial Corporation  November 1994 - Present
Parkland Securities, LLC  August 2014 - Present
Sigma Financial Corporation  November 1994 - Present
Sigma Planning Corporation   November 1994 - Present
Sigma Financial Corporation  January 2008 - Present
Bacarella Wealth Consulting, LLC   May 2007 - Present
Sammons Securities Company, LLC   February 2002 - August 2014
Raymond James Financial Inc.   June 1994 - November 1994

Skills
Personal Financial..., Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Investment Advisory..., Investments, Financial Advisory, 401k Rollovers, Retirement, Securities, Long-term Care, Asset Allocation, Mutual Funds, 401k, IRAs, Estate Planning, Licensed Life Insurance..., Financial Planners, Fixed Annuities, Alternative Investments, Wealth, Investment Strategies, Series 7, Series 24, Series 65, Series 63, FINRA

Education
Siena Heights University   1992 — 1996
BA, Business

Yale University - Yale School of Management   2014 — 2014
Prudential Leaders College - Executive Education

University of Virginia - Darden Graduate School of Business Administration   2013 — 2013
Prudential Leaders College - Executive Education

NYU Stern School of Business   2012 — 2012
Prudential Leaders College - Executive Education

Georgetown University - The McDonough School of Business   2011 — 2011
Prudential Leaders College 2011 - Executive Education

Monroe County Community College   1991 — 1992
Associates, Business

Thomas Camp Thomas Camp Jupiter, Florida Details
Thomas Camp's Raymond James Financial Inc. Experience 1996 - 1998
Job Vice President AeroMarket Development
Industry Aviation & Aerospace
Experience
Level 3 Inspection   April 2013 - Present
RHMR/SNI/SDA   August 2006 - April 2013
Alcoa-Fujikura, Ltd.   March 2001 - November 2004
South City Capital   1998 - 2001
Raymond James Financial Inc.   1996 - 1998
United Technologies-Heat Transfer Products Group   1994 - 1996
Danfoss-Maneurop   1992 - 1994
Emerson-Climate Technologies  1989 - 1992

Education
Stetson University   1987 — 1989
MBA

Georgia Southern University   1982 — 1986
BBA, Marketing

The University of Chicago   2004 — 2004
Executive Education, Corporate Strategy

Pat Robertson Pat Robertson Houston, Texas Area Details
Pat Robertson's Raymond James Financial Inc. Experience July 2000 - June 2006
Job Financial Consultant at Dixon & Company
Industry Financial Services
Experience
Dixon & Company   August 2010 - Present
LPL Finanical  July 2008 - August 2010
Raymond James Financial Inc.   July 2000 - June 2006
New England Financial  July 1988 - December 1998
New England Financial  June 1978 - July 1987

Skills
Banking, Financial Analysis, Risk Management, Financial Modeling, Financial Risk, Commercial Banking, Credit Analysis, Wealth Management, Investments, Corporate Finance, Portfolio Management, Mortgage Lending, Loans, New Business Development, Management Team Building, Marketing and Sales..., Strategic Planning, Goal Setting, Productivity and..., Executive Presentation..., Financial Planning and..., Recruitment and..., Series 7, Mutual Funds, Investment Advisory, Strategic Financial..., Mergers & Acquisitions, Series 63, Asset Management, Financial Advisory, Finance, Team Building, Retirement Planning, Series 6, Retirement, Valuation, Financial Services, Fixed Annuities, Private Equity, Securities, Venture Capital, Executive Management, Management, Life Insurance, Insurance, Business Strategy, Asset Allocation, Estate Planning, 401k, Business Planning

Education
Georgia Southern University   1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration Finance & Insurance

Benedictine Military School   1975 — 1978
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program

Blessed Sacrament   1968 — 1974
Graduate, Religion/Religious Studies

Michael Aletraris Michael Aletraris Greater Atlanta Area Details
Michael Aletraris's Raymond James Financial Inc. Experience January 2010 - May 2010
Job Senior Financial Analyst, Technology Finance at Cox Communications
Industry Hospital & Health Care
Experience
Cox Communications  September 2015 - Present
McKesson Technology Solutions  February 2014 - September 2015
McKesson Technology Solutions  November 2012 - February 2014
MedQuest Associates  June 2012 - November 2012
HCA  September 2010 - June 2012
Delta Air Lines  May 2010 - August 2010
Dick's Sporting Goods  August 2008 - June 2010
Raymond James Financial Inc.   January 2010 - May 2010

Skills
Financial Analysis, Communication, Interpersonal Skill, Leadership, Proactive self-starter, Microsoft Excel, Microsoft Word, Access, PowerPoint, Outlook, Essbase, Monarch Pro, Business Objects, VBA, Document Direct, Host, Meditech, TM1, Arcplan, PeopleSoft, SAP

Education
Mercer University   2013 — 2014
Master of Business Administration (MBA), Finance, 3.65

Georgia State University - J. Mack Robinson College of Business   2006 — 2010
Bachelor of Business Administration, Finance

Jason Klotch Jason Klotch Encino, California Details
Jason Klotch's Raymond James Financial Inc. Experience May 1996 - August 2000
Job SVP, Business Development at LoanMart
Industry Financial Services
Experience
LoanMart  August 2014 - Present
Santander Consumer USA Inc.  February 2014 - August 2014
CoreLogic  July 2012 - December 2013
Hyundai Capital America  February 2011 - July 2012
HSBC Bank Canada  January 2009 - February 2011
HSBC, Auto Finance  January 2006 - December 2009
HSBC, Auto Finance  February 2003 - December 2005
LifeServ   July 2001 - September 2001
Raymond James Financial Inc.   May 1996 - August 2000
Smith Barney, Inc.   May 1994 - May 1996

Skills
Strategy, Management, Portfolio Management, Financial Services, Risk Management, Analytics, Product Management, Banking, Leadership, Process Improvement, Financial Analysis, Business Strategy, Financial Modeling, SDLC, Program Management, Business Intelligence, Start-ups, Public Finance, Change Management, Financial Risk, CRM, Operations Management, Relationship Management, Finance, Strategic Planning, Project Management, Business Analysis, Vendor Management

Education
University of Chicago Graduate School of Business   2000 — 2002
MBA, Strategic Management, Finance, Accounting

Hamilton College   1990 — 1994
B.A., Mathematics

Ken Bollinger Ken Bollinger Greater New York City Area Details
Ken Bollinger's Raymond James Financial Inc. Experience April 2012 - Present
Job SVP, Equity Trading at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   April 2012 - Present
Oppenheimer & Co.   February 1994 - April 2012

Skills
Equity Trading, Securities, Series 7, Series 63, Equity Research, Equities

Education
Hofstra University   1991 — 1993

Joe Stanton Joe Stanton Tampa/St. Petersburg, Florida Area Details
Joe Stanton's Raymond James Financial Inc. Experience June 2011 - Present
Job Project Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   June 2011 - Present
Raymond James  2005 - June 2011
Raymond James  1997 - 2005

Skills
Testing, SDLC, Business Requirements, Process Improvement, Visio, Vendor Management, Management, Project Management, Business Process, Business Analysis, Software Engineering, Requirements Analysis, Competitive Analysis, Analysis, Portfolio Management, Banking, SharePoint, Web Services, Software Project..., Requirements Gathering, Databases, Integration, Microsoft SQL Server, Software Development, Business Process..., Agile Project Management, SQL, Systems Analysis, User Acceptance Testing, Quality Assurance, Software Documentation, Agile Methodologies, PMP, IT Strategy, Business Intelligence, MS Project, Enterprise Architecture, PMO

Education
University of Florida - Warrington College Of Business   1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General

Frostburg State University   1985 — 1987
Computer Science

Paul Matecki Paul Matecki Tampa/St. Petersburg, Florida Area Details
Paul Matecki's Raymond James Financial Inc. Experience 2011 - Present
Job General Counsel
Industry Financial Services
Experience
Raymond James Financial Inc.   2011 - Present
Raymond James Financial Inc.   2005 - 2011
Raymond James Financial Inc.   1989 - 2005
J.W. Charles Group   1986 - 1989
R. Rowland & Co.   1983 - 1986

Skills
Securities, Investments, Series 7, Arbitration, FINRA, Mutual Funds, Litigation, Securities Regulation, Alternative Investments, Investment Advisory, Series 63, Series 24, Equities, Uniform Combined State..., Hedge Funds, Series 65, AML, Estate Planning, Private Equity, Asset Management, Corporate Governance, SEC, Financial Services, Investment Management, Mediation, Risk Management, Financial Regulation, Asset Managment, Fixed Income, Due Diligence, Corporate Law, Options, Capital Markets, Wealth Management, ERISA, Trading, Asset Allocation

Education
Saint Louis University School of Law   1978 — 1981
JD

Grinnell College   1974 — 1978
BA, Economics

Debbie Sherriff Debbie Sherriff Tampa/St. Petersburg, Florida Area Details
Debbie Sherriff's Raymond James Financial Inc. Experience July 2015 - Present
Job Manager of Branch Services & Concierge Services
Industry Financial Services
Experience
Raymond James Financial, Inc.   July 2015 - Present
Raymond James Financial Inc.   December 2011 - July 2015
Raymond James & Associates  April 2010 - March 2012
Raymond James & Associates  October 2006 - April 2010
Raymond James & Associates  October 2005 - October 2006
Kforce  September 2003 - May 2005
Florida State Board of Administration  2001 - 2003
Walt Disney World Swan and Dolphin  July 2002 - August 2002

Skills
Performance Management, Securities, Financial Analysis, Process Improvement, Series 7, Microsoft Office, Customer Service, Risk Management, Strategic Planning, Asset Managment, Data Analysis, Recruiting, Microsoft Excel, Project Management, PowerPoint, Change Management, Social Media

Education
Florida State University - College of Business   1999 — 2003
Bachelors of Science, Management

King High School   1995 — 1999
International Baccalaureate

Robert Bo Ladyman, CFA Robert Bo Ladyman, CFA Greater Memphis Area Details
Robert Bo Ladyman, CFA's Raymond James Financial Inc. Experience April 2012 - Present
Job Senior Equity Research Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   April 2012 - Present
Morgan Keegan  August 2009 - April 2012

Skills
Financial Modeling, Financial Analysis, Technical Writing, Team Leadership, Communication Skills, Microsoft Excel, Equity Research

Education
Furman University   2005 — 2009
Mathematics-Economics

Ryan Fonnett Ryan Fonnett Orlando, Florida Area Details
Ryan Fonnett's Raymond James Financial Inc. Experience February 2010 - December 2013
Job Senior Data Warehouse Consultant at Convergence Consulting Group (CCG)
Industry Computer Software
Experience
Convergence Consulting Group (CCG)   September 2015 - Present
Golf Channel  September 2014 - September 2015
Tokyo Electron  January 2014 - June 2014
Raymond James Financial Inc.   February 2010 - December 2013
Sogeti  January 2007 - February 2010
State Board of Administration of Florida  March 2005 - January 2007

Skills
ETL, Data Warehousing, .NET, SSIS, Microsoft SQL Server, SDLC, T-SQL, Business Intelligence, Data Integration, Database Design, SQL Server 2000-2008, SSRS, Data Warehouse..., ODI, C#, Data Management, Analysis Services, Data Modeling, SQL, Requirements Analysis, Tableau, Strategic Data Analysis, Predictive Analytics, Trend Analysis, ODS, OLAP, Oracle, PL/SQL, SSAS, Powershell, TFS, Enterprise Data, Databases, Business Analysis, Consulting, Sales Force Development, ExactTarget

Education
University of Tampa - John H. Sykes College of Business   2011 — 2013
Master of Business Administration (M.B.A.), Business Administration

Florida State University - College of Business   2000 — 2005
Bachelor’s Degree, Management Information Systems, Computer Science

Gabe Beshara Gabe Beshara Greater Detroit Area Details
Gabe Beshara's Raymond James Financial Inc. Experience September 2011 - July 2012
Job Registered Representative, McFawn Financial Services Group, Raymond James Financial Services
Industry Financial Services
Experience
McFawn Financial Services Group LLC.   July 2012 - Present
Raymond James Financial Inc.   September 2011 - July 2012
Raymond James Financial Inc.   October 2007 - September 2011
Raymond James and Associates  April 2007 - October 2007

Education
Grand Valley State University   2001 — 2006
Finance, General

Lumen Christi   1996 — 2000

Candis Brown Candis Brown Greater Memphis Area Details
Candis Brown's Raymond James Financial Inc. Experience February 2013 - Present
Job Senior Compliance Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   February 2013 - Present
Morgan Keegan  November 2010 - February 2013
Morgan Keegan  July 2007 - October 2010

Skills
Securities, Series 7, FINRA, AML, Mutual Funds, Equities, Capital Markets, Series 63, Investments, Due Diligence, Series 24, Risk Management, Wealth Management, Asset Management, Banking, Fixed Income, Investment Banking, Investment Advisory, Hedge Funds, Alternative Investments

Education
Florida State University - College of Business   1998 — 2000
Bachelor of Science (B.S.), Finance

Jeffrey Kutcher Jeffrey Kutcher Greater New York City Area Details
Jeffrey Kutcher's Raymond James Financial Inc. Experience May 1995 - May 2005
Job .....
Industry Financial Services
Experience
Diza Hospitality LLC.   September 2015 - Present
The Mineshaft Tavern   January 2007 - November 2011
Raymond James Financial Inc.   May 1995 - May 2005
Gruntal & Co.   1992 - 1995
Gruntal & Co.   1992 - 1995
JT Moran   1989 - 1990
JT Moran   1989 - 1990

Skills
Marketing, Team Building, Strategic Planning, Marketing Strategy, Menu Development, Insurance, Investments, Strategic Financial..., Entertainment, Business Development, Business Strategy, Team Leadership, Direct Sales, Product Marketing, Market Research

Education
Hofstra University   1975 — 1980
BA, political science

University of Hartford   1975 — 1977
AA, Liberal Arts

edgemont High school   1969 — 1975

Pamela Patton Pamela Patton Tampa/St. Petersburg, Florida Area Details
Pamela Patton's Raymond James Financial Inc. Experience June 2013 - Present
Job Operational Risk Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   June 2013 - Present
Raymond James Financial  October 2010 - June 2013
Ernst & Young  October 2008 - September 2010
Raymond James  May 2003 - August 2006

Skills
Accounting, Auditing, Financial Reporting, Internal Controls

Education
University of South Florida   2007 — 2008
Masters in Accounting, Accounting

Florida State University - College of Business   2003 — 2007
Bachelor of Science - Business, Accounting & Finance

Daniel Kraus, WMS Daniel Kraus, WMS West Palm Beach, Florida Area Details
Daniel Kraus, WMS's Raymond James Financial Inc. Experience 2011 - Present
Job Complex Manager Florida East Coast Complex
Industry Financial Services
Experience
Raymond James Financial Inc.   2011 - Present
Raymond James Financial Inc.   November 2001 - Present
Raymond James  2001 - Present
J.B. Hanauer & Co   October 1989 - November 2001
Rodman & Renshaw  1987 - 1989

Education
Hobart and William Smith Colleges   1973 — 1977
BA, Economics

Christopher Floyd Christopher Floyd Charlotte, North Carolina Area Details
Christopher Floyd's Raymond James Financial Inc. Experience June 1994 - December 1996
Job Managing Director Head of High Grade Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities  February 2004 - Present
Morgan Stanley  January 1997 - January 2004
Raymond James Financial Inc.   June 1994 - December 1996
US Army  June 1988 - May 1992

Skills
Fixed Income, Portfolio Management, Equities, Capital Markets, Hedge Funds, Trading, Mergers & Acquisitions, Asset Management, Financial Markets, Venture Capital, Trading Systems, Investments, Securities, Financial Structuring, Private Equity, Bloomberg, Bonds, Investment Banking, Structured Products, Derivatives, Series 7, Alternative Investments, Electronic Trading

Education
Harvard Business School   1992 — 1994
MBA

University of Pennsylvania   1984 — 1988
BS, Computer Science

Bj Dekreek Bj Dekreek Greater Atlanta Area Details
Bj Dekreek's Raymond James Financial Inc. Experience August 2008 - February 2013
Job Financial Advisor at LPL Financial Merit Financial Advisors
Industry Financial Services
Experience
LPL Financial- Merit Financial Advisors   December 2013 - Present
Raymond James Financial Inc.   August 2008 - February 2013
Morgan Keegan  August 2008 - February 2013

Skills
Investments, Insurance, Retirement Planning, Strategic Financial..., Series 7, Series 63, Series 66, Wealth Management, 529 Plans, Retirement Plan...

Education
Georgia State University   1986 — 1991
BA Buisiness Management

Andrea Fisher Andrea Fisher Tampa, Florida Details
Andrea Fisher's Raymond James Financial Inc. Experience July 2004 - December 2011
Job Account Technology Specialist at Microsoft
Industry Information Technology and Services
Experience
MIcrosoft  January 2012 - Present
Raymond James Financial Inc.   July 2004 - December 2011

Skills
SharePoint, Microsoft Technologies, Virtualization, Windows 7, DNS, Windows Server, Active Directory, Solution Architecture, Cloud Computing, SharePoint Designer, Enterprise Architecture, Disaster Recovery, .NET, Microsoft SQL Server, Microsoft Exchange, VMware, IT Management, Citrix, Powershell

Education
University of Southern Maine   2007 — 2009
MFA, Creative Writing

University of South Florida   1990 — 1993
B.A., Journalism, International Studies, French

Georgia Institute of Technology

Aashtha Bhanushali Aashtha Bhanushali Austin, Texas Area Details
Aashtha Bhanushali's Raymond James Financial Inc. Experience January 2011 - Present
Job Data Mining Analyst at Raymond James Financial Inc.
Industry Electrical/Electronic Manufacturing
Experience
Raymond James Financial Inc.   January 2011 - Present
Intel  August 2009 - January 2012
Synergetic Design   June 2008 - May 2009

Skills
Matlab, C++, Java, SQL, Linux, Unix, Embedded Systems

Education
Illinois Institute of Technology   2006 — 2008
Masters, Electrical Engineering

KJ Somaiya   2003 — 2006
BE, Electronics and Telecommunication

Vivekanand Education Society

Dennis Byrne Dennis Byrne Greater New York City Area Details
Dennis Byrne's Raymond James Financial Inc. Experience November 2013 - May 2014
Job Client Relationship Management Professional
Industry Financial Services
Experience
Elim Group - AXA Advisors   June 2014 - Present
Raymond James Financial Inc.   November 2013 - May 2014
Lord Abbett & Co. LLC   April 2012 - May 2013
Etrade Financial  March 2010 - March 2012
Goldman Sachs Asset Management  May 1998 - November 2008
Morgan Stanley  June 1994 - May 1998
The Chase Manhattan Bank  February 1989 - June 1994

Skills
Licensing, Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Series 63, Bloomberg, Investments, Capital Markets, Securities, Asset Allocation, Investment Strategies, Derivatives, Bonds

Education
Fordham University - Graduate School of Business Administration   1994 — 1997
MBA, International Finance

Iona College   1983 — 1987
BBA, Finance

Wendy Horn Wendy Horn Greater Boston Area Details
Wendy Horn's Raymond James Financial Inc. Experience June 2008 - Present
Job Managing Director , Branch Manager at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc.   June 2008 - Present
HSBC Securities  2001 - 2008
Donaldson, Lufkin & Jenrette   1986 - 2000

Education
American School in London

Hamilton College
BA

New York University - Leonard N. Stern School of Business
mba, finance

Jack Harmon Jack Harmon Greater Atlanta Area Details
Jack Harmon's Raymond James Financial Inc. Experience April 1975 - Present
Job Principal at Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor
Industry Financial Services
Experience
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor   December 1996 - Present
Raymond James Financial Inc.   April 1975 - Present
CFP Board  2006 - 2009

Education
Georgia State University   1968 — 1971
Bachelor's Degree, Economics

Candice Bradley Candice Bradley Tampa/St. Petersburg, Florida Area Details
Candice Bradley's Raymond James Financial Inc. Experience August 2011 - 2013
Job VP, Strategy at Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank  July 2013 - Present
Raymond James Financial Inc.   August 2011 - 2013
Code Hennessy & Simmons LLC  July 2006 - May 2009
Credit Suisse First Boston  July 2004 - June 2006

Skills
Valuation, Venture Capital, Investments, Financial Analysis, Corporate Finance, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Hedge Funds, Asset Management, Emerging Markets, Finance, Business Strategy, Equities, Economics, Equity Research, Restructuring, Strategy, Corporate Development, Entrepreneurship, Business Valuation, Capital Markets, Mergers & Acquisitions, Strategic Planning, Portfolio Management

Education
Harvard Business School   2009 — 2011
MBA

University of Missouri-Columbia   2000 — 2004
BS, Finance

William Wickom William Wickom Columbus, Ohio Area Details
William Wickom's Raymond James Financial Inc. Experience August 1998 - November 2007
Job Accountant at BMW Financial Services
Industry Accounting
Experience
BMW Financial Services  May 2014 - Present
HHH CPA Group   March 2014 - May 2014
Residential Finance  October 2012 - November 2013
Huntington National Bank  March 2010 - July 2012
Norman, Jones, Enlow & Co.   November 2007 - April 2009
Raymond James Financial Inc.   August 1998 - November 2007

Skills
Accounting, General Ledger, QuickBooks, Accounts Payable, Financial Reporting, Account Reconciliation, Bookkeeping, Accounts Receivable, Tax, Journal Entries, Financial Accounting, Auditing, Payroll, Tax Preparation, GAAP, Fixed Assets, Income Tax, Internal Controls, Financial Statements, Tax Returns, Bank Reconciliation, Balance

Education
Franklin University
Bachelor of Applied Science (B.A.Sc.), Accounting

LHH

Chudi Obianwu Chudi Obianwu New York, New York Details
Chudi Obianwu's Raymond James Financial Inc. Experience April 2012 - October 2014
Job Goldman Sachs Merchant Banking Division
Industry Venture Capital & Private Equity
Experience
Goldman Sachs  November 2014 - Present
Raymond James Financial Inc.   April 2012 - October 2014
Libera Partners   August 2011 - March 2012
Merrill Lynch  May 2008 - July 2008

Skills
Financial Analysis, Investments, Financial Modeling, Bloomberg, Valuation, Wealth Management, Project Finance, Equities, Capital Markets, Finance, Research, Hedge Funds, Investment Banking, Private Equity, Due Diligence, Portfolio Management

Education
Georgetown University   2006 — 2010
Physics (Pre-Med)

Bishop Eustace Preparatory High School   2002 — 2006

Andrew Busan Andrew Busan Baltimore, Maryland Details
Andrew Busan's Raymond James Financial Inc. Experience March 2013 - July 2014
Job Investment Banking Analyst Consumer & Business Services
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   July 2014 - Present
Raymond James Financial Inc.   March 2013 - July 2014
Morgan Stanley  December 2010 - March 2013

Skills
Financial Modeling, Valuation, Fixed Income, Investments, Financial Analysis, Corporate Finance, Securities, Risk Management, Futures, Options, Commodity Markets, Derivatives, Exchange Traded..., Capital Markets, Investment Banking, Due Diligence, Equities, Alternative Investments, Bonds, Bloomberg Terminal, Series 63, Investment Advisory, Credit Analysis, Credit Derivatives, Interest Rate..., Commodity, Equity Derivatives, Financial Advisory, Credit, Financial Statement..., Financial Markets, Operational Risk, Convertible Bonds, Structured Products, Financial Structuring, FX Options, Hedging, Bloomberg

Education
Hampden-Sydney College   2006 — 2010
Bachelor of Arts (B.A.), Economics and Commerce

Ron Pyle Ron Pyle Little Rock, Arkansas Details
Ron Pyle's Raymond James Financial Inc. Experience August 2005 - Present
Job Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   August 2005 - Present
Stephens Inc.  August 1977 - August 2005

Skills
Securities, Equities, Fixed Income, Bloomberg, Series 7, Investment Banking, Capital Markets, Bonds, Investments, Valuation, Financial Markets, Financial Modeling, Portfolio Management, Trading

Education
Hendrix College   1959 — 1962
Business & Economics, Economics

University of Notre Dame

Joseph Pollard Joseph Pollard San Francisco Bay Area Details
Joseph Pollard's Raymond James Financial Inc. Experience July 2011 - July 2013
Job Healthcare Analyst at SaratogaRIM
Industry Investment Management
Experience
Saratoga Research & Investment Management  September 2013 - Present
Raymond James Financial Inc.   July 2011 - July 2013
Harvard Medical School  September 2008 - May 2011
Scientia Advisors  June 2010 - August 2010
Blue Coat Systems  June 2007 - May 2010

Education
Harvard College   2007 — 2011
A.B., Neurobiology, Economics

Michael Serbanos Michael Serbanos Tampa/St. Petersburg, Florida Area Details
Michael Serbanos's Raymond James Financial Inc. Experience October 2011 - Present
Job
Industry Financial Services
Experience
Raymond James Financial Inc.   October 2011 - Present
Raymond James Financial Inc.   January 2008 - October 2011
Raymond James Financial Inc.   May 2004 - January 2008
Holland & Knight LLP  September 1999 - May 2004
The White House  1995 - 1995

Skills
Securities, Series 7, Series 63, Mutual Funds, Equities, Investments, Capital Markets, Investment Advisory, Alternative Investments, AML, Hedge Funds, Wealth Management, Due Diligence, Securities Regulation, Mergers, Fixed Income, Corporate Governance, Corporate Law, Investment Banking, Trading, Financial Services

Education
University of Virginia School of Law   1996 — 1999
Doctor of Law (J.D.)

Harvard College   1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government, Magna Cum Laude

Andrew Frautschi Andrew Frautschi Southfield, Michigan Details
Andrew Frautschi's Raymond James Financial Inc. Experience April 2012 - Present
Job Credit Liaison at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   April 2012 - Present
Frautschi Incorporated   September 2010 - Present
Fundamental Analytics   May 2010 - July 2010
Frautschi Incorporated   April 2001 - June 2009

Skills
Small Business..., Hedging, Cost of Production..., Derivative Valuation, Statistical Analysis, Matlab, Basic C and SQL

Education
Kent State University - Graduate School of Management   2009 — 2010
Master of Science, Financial Engineering

Hillsdale College   2005 — 2009
Bachelor of Science, Accounting, Minor: Computational Mathematics

Graham Price Graham Price Houston, Texas Area Details
Graham Price's Raymond James Financial Inc. Experience May 2014 - Present
Job Equity Research Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   May 2014 - Present
Regions Financial Corporation  September 2011 - May 2014
Georgia Tech Research Project: Statistical Arbitrage Trading Strategies   January 2010 - May 2010
NEETRAC   August 2006 - May 2008

Skills
R, Matlab, C++, Excel, Microsoft Office, Microsoft Excel, Portfolio Management, Risk Management

Education
Georgia Institute of Technology   2009 — 2010
M.S., Quantitative and Computational Finance

Georgia Institute of Technology   2004 — 2008
B.S., Mechanical Engineering

Brian Kusk Brian Kusk Las Vegas, Nevada Details
Brian Kusk's Raymond James Financial Inc. Experience August 2001 - May 2004
Job Portfolio Manager, U.S. Trust
Industry Investment Management
Experience
U.S. Trust   July 2010 - Present
U.S. Trust   November 2004 - July 2010
Raymond James Financial Inc.   August 2001 - May 2004

Education
Greensboro College   1997 — 2001
B.S., Math

Alicia Wyatt Alicia Wyatt Tampa/St. Petersburg, Florida Area Details
Alicia Wyatt's Raymond James Financial Inc. Experience April 2012 - Present
Job Taxable Fixed Income at Raymond James Financial
Industry Investment Banking
Experience
Raymond James Financial Inc.   April 2012 - Present
SunTrust Robinson Humphrey  April 1995 - November 2011
UBS Securities Co., Ltd   November 1991 - October 1994
Morgan Stanley Investment Management  January 1988 - November 1991

Skills
Fixed Income, Marketing, Asset Management, Financial Analysis, Loans, Credit, Banking, Business Development, Competitive Analysis, Strategic Planning, Due Diligence, Risk Management

Education
Fordham University - Graduate School of Business Administration   1990 — 1992
mba, finance

Fordham University   1984 — 1987
BA, Business

JONATHAN MANDWELLE JONATHAN MANDWELLE Glens Falls, New York Area Details
JONATHAN MANDWELLE's Raymond James Financial Inc. Experience April 1997 - Present
Job INVESTMENT EXECUTIVE
Industry Financial Services
Experience
J. MANDWELLE CAPITAL STRATEGIES LLC   January 2012 - Present
Raymond James Financial Inc.   April 1997 - Present
JONATHAN MANDWELLE, CPA   April 1990 - Present
CRANDELL FINANCIAL GROUP   January 2000 - December 2011

Education
Georgia State University   1986 — 1987
Masters Degree, Taxation

University at Albany   1985 — 1986
Masters Degree, Professional Accounting

Siena College   1981 — 1983
Bachelors, Business Administration

United States Naval Academy

Nancy Bergman Nancy Bergman Tampa/St. Petersburg, Florida Area Details
Nancy Bergman's Raymond James Financial Inc. Experience July 2013 - Present
Job Business and Administrative Services Professional
Industry Financial Services
Experience
Raymond James Financial Inc.   July 2013 - Present
Raymond James Financial Inc.   November 2008 - July 2013
ArchitecturePlus International, Inc.   May 2007 - November 2008
Broadcast Music, Inc. (BMI)   August 2000 - May 2007
Broadcast Music, Inc. (BMI)   November 1996 - August 2000
ArchitecturePlus International, Inc.   November 1993 - September 1996

Skills
Business Analysis, Executive..., Microsoft Office, Access Database, Accounting, Office Management, Operations Management, Contract Management, Internal Communications

Education
Florida State University
Bachelor of Arts (B.A.), German, French

Russell Cumming Russell Cumming Mystic, Connecticut Details
Russell Cumming's Raymond James Financial Inc. Experience July 2012 - Present
Job Branch Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   July 2012 - Present
Mystic Wealth Advisors, LLC   July 2012 - Present
Federated Investors, Inc.   2012 - 2014
Morgan Stanley Wealth Management  October 2005 - July 2012

Skills
Generating Retirement..., Fixed Income Portfolio..., Equity Income Management, Wealth Management, Asset Management, Strategic Financial..., Equities, Retirement Planning, Portfolio Management, Financial Advisory, Financial Analysis, Investment Advisory, Securities, Asset Allocation, Series 7, Retirement, Investments

Education
Grove City College   1962 — 1966
Business Administration and Management, General

Lenox Prep. School in Lenox Mass.   1959 — 1962

Logan Lane Logan Lane Tampa, Florida Details
Logan Lane's Raymond James Financial Inc. Experience May 2011 - Present
Job Associate Corporate Counsel at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   May 2011 - Present
Lane Berry & Co. International, LLC   December 2009 - March 2013
Raymond James Financial Inc.   May 2006 - May 2011
Hillsborough County Public Defender   October 2003 - May 2006

Skills
Florida Bar, Securities, FINRA, Securities Regulation, Corporate Law, Legal Writing, Legal Research, Series 7, Series 24, Series 55, Series 63, Series 79, Corporate Governance, Due Diligence, Litigation, Licensing

Education
Stetson University College of Law   2001 — 2003
Juris Doctor

Furman University   1993 — 1997
Bachelor of Arts (B.A.), Political Science

Anita Lemon Anita Lemon Tampa/St. Petersburg, Florida Area Details
Anita Lemon's Raymond James Financial Inc. Experience January 2014 - Present
Job Assistant Regional Director, Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   January 2014 - Present
Raymond James Financial Inc.   December 2006 - January 2014
Raymond James Financial Inc.   November 2003 - December 2006
T. Rowe Price  April 1998 - November 2002

Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Uniform Combined State..., Series 24, Retirement, 401k, Asset Allocation, Business Process..., Defined Benefit, Securities, Investments, Financial Advisory, Equities, FINRA, 401k Rollovers, IRAs, Asset Management

Education
Nova Southeastern University   2005 — 2007
Master of Business Administration (MBA), Finance

Hampton University   1993 — 1997
Bachelor of Science (B.S.), Banking and Finance

Jonathan Herrmann Jonathan Herrmann New York, New York Details
Jonathan Herrmann's Raymond James Financial Inc. Experience July 2012 - Present
Job Associate, Medical Technology Investment Banking at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc.   July 2012 - Present
Morgan Keegan & Co.   June 2011 - August 2011
U.S. Department of the Treasury   June 2010 - August 2010
U.S. Senator John Kerry   May 2009 - July 2009
Citizen Advisory Group   June 2008 - August 2008

Skills
Medical Technology, Healthcare Industry, Marketing Materials, Sales Presentations, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Capital Raising, Public Policy, Public Relations, Microsoft Office

Education
Harvard University   2008 — 2012
Bachelor's Degree, Economics

Matt Falkowski Matt Falkowski Atlanta, Georgia Details
Matt Falkowski's Raymond James Financial Inc. Experience November 2007 - October 2011
Job MBA Student at Georgia Institute of Technology
Industry Financial Services
Experience
Raymond James Financial Inc.   November 2007 - October 2011

Skills
Finance, Investments, Valuation, Series 7

Education
Georgia Institute of Technology   2012 — 2014
Master of Business Administration (MBA) 2014, Finance

The University of Georgia   2002 — 2007
Bachelor of Business Administration (BBA), Finance and Economics

Paul Powers Paul Powers New York, New York Details
Paul Powers's Raymond James Financial Inc. Experience February 2012 - Present
Job Head of Equity SalesTrading at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   February 2012 - Present
Oppenheimer & Co. Inc.   2009 - 2012
CIBC World Markets  2000 - 2009

Education
Georgetown University - The McDonough School of Business   1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General

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