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
Elizabeth Metzger Elizabeth Metzger Greater Memphis Area Details
Elizabeth Metzger's Raymond James Financial Inc. Experience January 2015 - Present
Job Asset Management at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   January 2015 - Present
Navy-Marine Corps Relief Society  April 2013 - December 2014
Navy-Marine Corps Relief Society  April 2013 - December 2014
Blue Angels Family Association   April 2010 - November 2011
Smugglers Cove   April 2001 - July 2007

Skills
Financial Services, Customer Service, Social Services, Leadership, Communication Skills, Microsoft Office, Secretarial Skills, Mentoring, Conflict Resolution, Data Analysis, PowerPoint, Security Clearance, Microsoft Excel, Communication, Public Speaking, Military, Microsoft Word, Leadership Development, Military Experience, Sales, Budgets, Finance

Education
University of West Florida   2007 — 2009
Bachelor's degree, Business Administration and Management, General

Jacksonville University   2006 — 2008
Business Administration and Management, General

Admiral Farragut Academy   2002 — 2006
diploma

Jessica Metz Jessica Metz Portage, Indiana Details
Jessica Metz's Raymond James Financial Inc. Experience July 2010 - December 2010
Job RN, BSN
Industry Hospital & Health Care
Experience
IU Health La Porte Hospital  October 2014 - Present
Jimmy John's  September 2014 - October 2014
Valparaiso University  August 2012 - August 2014
Family Video  June 2011 - April 2012
Raymond James Financial Inc.   July 2010 - December 2010

Skills
Nursing Care, Communication Skills, Microsoft Office, Mathematics, English grammar, Sports Coaching, Cerner, BCLS, First Aid, Public Speaking, Research, PowerPoint, Microsoft Word, Microsoft Excel, Community Outreach, Critical Thinking, Healthcare, CPR Certified, Teaching, Patient Safety, Medical Terminology, Clinical Research

Education
Valparaiso University   2012 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse

Ivy Tech Community College-Northwest   2011 — 2012
Registered Nursing/Registered Nurse

St. Petersburg College   2007 — 2010
Registered Nursing/Registered Nurse

Indiana University Bloomington   2006 — 2007
Registered Nursing/Registered Nurse

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

Jack Raffensperger Jack Raffensperger Baltimore, Maryland Details
Jack Raffensperger's Raymond James Financial Inc. Experience June 2013 - September 2013
Job Morgan Stanley analyst | CFA level I candidate
Industry Financial Services
Experience
Morgan Stanley  July 2014 - Present
Raymond James Financial Inc.   June 2013 - September 2013
Capital Funding Group  September 2012 - December 2012
The Golf Club at South River  March 2007 - August 2011

Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Investments, Equities

Education
Loyola College in Maryland   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Minor: Information Systems, Senior

Københavns Universitet   2013 — 2013
International Business

Indian Creek School   2006 — 2010

Jake Gasaway Jake Gasaway Bloomington, Indiana Details
Jake Gasaway's Raymond James Financial Inc. Experience May 2013 - August 2013
Job Front Desk Concierge at Indiana University Biddel Hotel
Industry Management Consulting
Experience
Indiana University Bloomington  August 2012 - Present
Phi Kappa Sigma International Fraternity  August 2013 - Present
Indiana University Biddel Hotel   May 2014 - Present
Staples  January 2014 - August 2014
Raymond James Financial Inc.   May 2013 - August 2013
Eigenmann Academic Floor   August 2012 - May 2013
KFC  December 2010 - July 2012
South Shore Country Club  June 2010 - November 2010

Skills
Innovated, Performed, Controlled, Simplified, Communication, Research, Entrepreneurship, Microsoft Excel, Microsoft Office, Microsoft Word, Project Planning, Social Media, Teamwork

Education
Indiana University Bloomington   2012 — 2016
Financial Management, Junior

Ryan H. Nietert, CFP®, ChFC®, CLU® Ryan H. Nietert, CFP®, ChFC®, CLU® Chicago, Illinois Details
Ryan H. Nietert, CFP®, ChFC®, CLU®'s Raymond James Financial Inc. Experience 2006 - 2006
Job President at OakCrest Capital, LLC
Industry Financial Services
Experience
OakCrest Capital, LLC   2012 - Present
The Wellington Group, LLC  2007 - 2012
Raymond James Financial Inc.   2006 - 2006

Skills
Retirement, Wealth Management, Retirement Planning, Investments, Securities, Certified Financial..., Strategic Financial..., Estate Planning, Investment Advisory, Fixed Annuities, Series 7, Financial Advisory, Mutual Funds, Asset Allocation, 401k, Disability Insurance, Investment Strategies, Life Insurance, Long-term Care, Asset Management, Series 63, Portfolio Management

Education
The American College   2010 — 2012
ChFC ®

The American College   2010 — 2012
CLU®

Indiana University Bloomington
Bachelor of Arts (B.A.)

Julia Schleifman Julia Schleifman Asheville, North Carolina Area Details
Julia Schleifman's Raymond James Financial Inc. Experience April 2012 - March 2014
Job School Counselor at Flat Rock Middle School
Industry Education Management
Experience
Henderson County Public Schools  August 2015 - Present
Planet Granite Portland   August 2014 - August 2015
Raymond James Financial Inc.   April 2012 - March 2014
Adventure Treks  April 2012 - August 2013
Janus Youth Program   October 2011 - April 2012
TRAILS Carolina  February 2011 - September 2011
Clementine  March 2009 - August 2010

Skills
Wilderness First..., Adolescents, Mental Health, Psychology, Public Speaking, Microsoft Office, Research, PowerPoint, Community Outreach, Experiential Education, Behavior Management, Behavior Modification, Crisis Intervention, Outdoor Recreation, Teaching, Child Development, Nonprofits, Rock Climbing, Backpacking, Curriculum Development, Curriculum Design, Volunteer Management

Education
Lewis and Clark College   2013 — 2015
Master’s Degree, School Counseling

James Madison University   2008 — 2010
BS, Psychology

Longwood University   2006 — 2008
BS, Psychology

Megan Mrky-Webster Megan Mrky-Webster Des Moines, Iowa Area Details
Megan Mrky-Webster's Raymond James Financial Inc. Experience December 2010 - July 2013
Job Advisor Relations/Recruiting Specialist at Broker Dealer Financial Services Corp.
Industry Financial Services
Experience
Broker Dealer Financial Services Corp.  September 2014 - Present
Businessolver  April 2014 - September 2014
Health Callings   July 2013 - April 2014
Raymond James Financial Inc.   December 2010 - July 2013
Financial Architects  February 2007 - December 2010
Vander Weide & Associates, A branch of American Express Financial Advisors   August 1999 - July 2004

Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Securities, Investments, Asset Allocation, Strategic Financial..., Retirement, Equities, Portfolio Management, Fixed Annuities, Investment Advisory, Financial Advisory, Financial Planning, IRAs, Customer Engagement

Education
Iowa State University   1994 — 1998
Bachelor of Science (BS), Human Development and Family Studies, General

Urbandale High School
Bachelor's degree- Human Development and Family Studies

William Heyser, AAMS William Heyser, AAMS Tampa/St. Petersburg, Florida Area Details
William Heyser, AAMS's Raymond James Financial Inc. Experience April 2013 - Present
Job Financial Advisor Heyser Financial of Raymond James; Accredited Asset Management Specialist
Industry Financial Services
Experience
Raymond James Financial Inc.   April 2013 - Present
SuperMedia LLC  April 1992 - March 2013
Wizard Studios  November 1997 - July 1998
Buster Enterprises   April 1996 - October 1997
American Wine & Importing   April 1989 - September 1991
The Julius Schepps Co   January 1986 - April 1989

Education
Iowa State University
Bachelor of Arts Degree

Douglas Colby Stewart Douglas Colby Stewart Greenwood, Indiana Details
Douglas Colby Stewart's Raymond James Financial Inc. Experience August 2012 - December 2012
Job Student at Indiana University
Industry Recreational Facilities and Services
Experience
Hickory Stick Golf Club   June 2011 - Present
Raymond James Financial Inc.   August 2012 - December 2012

Skills
Microsoft Office, Microsoft Excel, Customer Service, Product Marketing, Long-term Customer...

Education
Indiana University Bloomington   2013 — 2017
Bachelor of Science (B.S.), Economics

Indiana University Bloomington   2013 — 2017
Minor, Financial Literacy

Brandon Haumschilt Brandon Haumschilt Franklin, Tennessee Details
Brandon Haumschilt's Raymond James Financial Inc. Experience Brandon provides his clients with sound investment strategies designed to build wealth through comprehensive financial planning. He works closely with his clients to thoroughly understand their goals, objectives and underlying financial positions - and then create customized investment portfolios, utilizing his access to a diverse group of money managers and industry experts.Recruiter/ SalesmanSouthwestern AdvantageJanuary 2006 - 2010
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   Brandon provides his clients with sound investment strategies designed to build wealth through comprehensive financial planning. He works closely with his clients to thoroughly understand their goals, objectives and underlying financial positions - and then create customized investment portfolios, utilizing his access to a diverse group of money managers and industry experts.Recruiter/ SalesmanSouthwestern AdvantageJanuary 2006 - 2010

Education
Samford University
Bachelor of Business Administration (B.B.A.), Finance, General

Liberty University

Jeff Dzierzawski Jeff Dzierzawski Dunedin, Florida Details
Jeff Dzierzawski's Raymond James Financial Inc. Experience 2007 - 2013
Job retired
Industry Information Technology and Services
Experience
Retired  April 2013 - Present
Raymond James Financial Inc.   2007 - 2013
Raymond James Financial Inc.   June 2003 - December 2009

Skills
Enterprise Architecture, Disaster Recovery, Requirements Analysis, Visio, SDLC, TACL, Microsoft Excel, PROGNOSIS, Reporting & Analysis, Ballancing and Tuning, Team Leadership, System Monitoring, scripting, COBOL, Databases, Active Directory, SharePoint, Requirements Gathering, Business Analysis, Systems Analysis, Software Documentation, HP NonStop, User Acceptance Testing, ITIL, Retirement, Retirement Planning, Retirement Savings, Database Design, Integration, Data Modeling, Business Requirements, IT Strategy, SQL, Testing, Software Project...

Education
Jacksonville University   1973 — 1977
Bachelor's degree, History

Paul D Schrieber High School   1970 — 1973
High School diploma

Torian Johnson Torian Johnson Tampa/St. Petersburg, Florida Area Details
Torian Johnson's Raymond James Financial Inc. Experience October 2011 - December 2012
Job National Sales Manager at Neo Athletics
Industry Sporting Goods
Experience
Neo Athletics   January 2013 - Present
Raymond James Financial Inc.   October 2011 - December 2012
Raymond James Financial Inc.   August 2010 - October 2012
Raymond James Financial Inc.   November 2008 - August 2010

Skills
Portfolio Management, Finance, Equities, Fixed Income, Analysis, Securities, Bloomberg, Mutual Funds, Trading, Financial Services, Valuation, Auditing, Accounting, Corporate Actions, Equity Research

Education
Lafayette College   2003 — 2007
Bachelor's degree, Business/Managerial Economics

Yury Mayorov Yury Mayorov Greater Atlanta Area Details
Yury Mayorov's Raymond James Financial Inc. Experience June 2013 - Present
Job Principal Consultant at Alpha Pro Consulting
Industry Financial Services
Experience
Alpha Pro Consulting LLC   December 2014 - Present
Raymond James Financial Inc.   June 2013 - Present
CMC Financial Group   January 2013 - June 2013
Wells Fargo  June 2012 - September 2012
Sales Pro   June 2008 - May 2012

Skills
Analysis, Finance, Sales, Strategic Financial..., Loan Origination, Management, Microsoft Office, Mortgage Banking, Refinance, Underwriting, Mutual Funds, Financial Reporting, Advent, Microsoft Excel, SmartStation, Series 7, Bloomberg Terminal, Business Planning, Marketing, Web Development

Education
Kennesaw State University   2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 4.0

Steve Hakim Steve Hakim Greater New York City Area Details
Steve Hakim's Raymond James Financial Inc. Experience October 1994 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   October 1994 - Present
A G Edwards  1900 - 1994

Skills
Retirement, Asset Allocation, Series 63, Investments, Financial Analysis, Asset Management, Series 65, Insurance, Financial Reporting, Strategic Planning, Small Business, Accounting, Real Estate

Education
Ithaca College   1982 — 1985
Bachelor of Science (B.S.), Finance and Financial Management Services

Sidney Sparkman-Garcia Sidney Sparkman-Garcia Nashville, Tennessee Details
Sidney Sparkman-Garcia's Raymond James Financial Inc. Experience August 2013 - March 2015
Job Financial Services Professional
Industry Financial Services
Experience
AIG  June 2015 - Present
Raymond James Financial Inc.   August 2013 - March 2015
DSW  March 2012 - September 2012
Scott & Associates  June 2012 - August 2012
Macy's  August 2011 - December 2011

Skills
Microsoft Excel, Retail, Time Management, Customer Service, Sales, Administrative..., Microsoft Office, Social Media, Office Management, Client Relations Skills

Education
Jackson State Community College   2010 — 2011
Associate of Science (A.S.), Philosophy

Jeremy Perrin Jeremy Perrin Clearwater, Florida Details
Jeremy Perrin's Raymond James Financial Inc. Experience February 2015 - Present
Job AdvisorChoice Consultant at Raymond James Financial
Industry Investment Management
Experience
Raymond James Financial Inc.   February 2015 - Present
Eagle Asset Management  April 2008 - January 2015
Raymond James Financial Inc.   September 2002 - April 2008
Raymond James Financial Inc.   September 2000 - September 2002
Raymond James Financial Inc.   May 2000 - September 2000
Raymond James Financial Inc.   February 1997 - May 2000

Skills
Series 7, Mutual Funds, Investments, Separately Managed..., Asset Management, Portfolio Management, Department Budgeting, Project Management, Project Planning, Investment Strategies, Process Improvement, Budgets, Asset Allocation, Strategy, 401k

Education
Clearwater Christian College   1997 — 2000
Bachelor of Science (B.S.), Business administration

Liberty University   1995 — 1995

Shelly D. Harris Shelly D. Harris Tampa, Florida Details
Shelly D. Harris's Raymond James Financial Inc. Experience October 2013 - Present
Job Trust Associate at Raymond James Financial Inc.
Industry Program Development
Experience
Raymond James Financial Inc.   October 2013 - Present
Primrose Schools  February 2011 - August 2013
CorVel Corporation  2008 - 2010

Skills
Management, Leadership Development, Fitness, Employee Engagement, Wellness, Organizational..., Health Promotion, Sports, Wellness Coaching, Public Speaking, Staff Development, Multitasking Skills, Analytical Skills, Motivation, Health Education, Customer Service, Program Management, Marketing

Education
James Madison University   2004 — 2008
Bachelor of Science (B.S.), Kinesiology and Exercise Science

Winter Springs High School   2000 — 2004

Heidi Chambers Heidi Chambers Kendallville, Indiana Details
Heidi Chambers's Raymond James Financial Inc. Experience August 1999 - May 2001
Job Director of Administration at Whiteshire Hamroc LLC
Industry Farming
Experience
Whiteshire Hamroc LLC  October 2005 - Present
Freedom Academy, Inc.   June 2008 - Present
Self Employed  2001 - Present
Raymond James Financial Inc.   August 1999 - May 2001

Skills
Marketing, Accounting, Human Resources, Web Marketing, Communication, Technology, Team Building, Administration, Training, Teaching Adults

Education
Indiana Institute of Technology   2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General

Indiana Institute of Technology   1996 — 2005
Bachelor of Science (BS), Business Administration and Management, General

Andy Gilson Andy Gilson United States Details
Andy Gilson's Raymond James Financial Inc. Experience July 2005 - July 2007
Job
Industry
Experience
Colorado Capital Management   September 2007 - Present
Raymond James Financial Inc.   July 2005 - July 2007
PFPC  September 1999 - July 2005

Skills
PowerPoint, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets

Education
King's College   1993 — 1997
Bachelor of Arts (BA), Mass Communication/Media Studies

Alexander Jakosa Alexander Jakosa Greater Chicago Area Details
Alexander Jakosa's Raymond James Financial Inc. Experience June 2014 - Present
Job Equity Research Associate at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc.   June 2014 - Present
Duff & Phelps  August 2011 - May 2014
Indiana University - Kelley School of Business  May 2009 - December 2010
Cardinal Health  May 2010 - July 2010

Skills
Financial Modeling, Corporate Finance, Financial Analysis, Data Analysis, Valuation

Education
Indiana University - Kelley School of Business   2007 — 2011
Bachelor of Science (BS), Majors: Finance, Business Economics, and Public Policy

Jayson Brown Jayson Brown Charlotte, North Carolina Details
Jayson Brown's Raymond James Financial Inc. Experience January 2012 - May 2012
Job ERS Consultant at Deloitte
Industry Financial Services
Experience
Deloitte  May 2014 - Present
PwC  July 2012 - May 2014
Raymond James Financial Inc.   January 2012 - May 2012

Skills
Financial Analysis, Investment Strategies, Market Research, Financial Modeling, Business Process Mapping, Risk Management, Project Management

Education
Limestone College   2008 — 2012
Bachelor of Science (BS), Finance, General

Emily Duke Emily Duke Memphis, Tennessee Details
Emily Duke's Raymond James Financial Inc. Experience June 1997 - March 2014
Job Commercial ECommerce Senior Program Specialist at AutoZone
Industry Automotive
Experience
AutoZone  May 2014 - Present
Raymond James Financial Inc.   June 1997 - March 2014
Morgan Keegan  June 1997 - February 2013
Morgan Keegan  1997 - 2004

Skills
Business Analysis, SharePoint, Project Management, Requirements Gathering, Technical Training, Mutual Funds, Wealth Management, Asset Managment, Process Improvement, Microsoft Office, Microsoft CRM, Risk Management, Crystal Reports, Microsoft Office 2007, Computer Software..., Information Technology..., SDLC, Integration, Software Documentation, Asset Management, Troubleshooting, Visio, Business Requirements, Management, Leadership, Disaster Recovery

Education
University of Tennessee-Knoxville   1993 — 1994
Graduate Studies, Education

Lambuth University   1990 — 1993
Bachelor of Science, History and Sociology

Larry Hamm Larry Hamm Sarasota, Florida Area Details
Larry Hamm's Raymond James Financial Inc. Experience January 2013 - October 2013
Job Director of Technical Documentation and Training at CoCENTRIX
Industry E-Learning
Experience
CoCENTRIX  October 2013 - Present
Springfield College  January 2013 - Present
Raymond James Financial Inc.   January 2013 - October 2013
Self Employed as NP Learning   June 2012 - October 2013
CAE Healthcare  May 2005 - June 2012
Theatre Odyssey   January 2006 - July 2009
Independent Contractor  March 2003 - May 2005
SKYVA   February 2000 - October 2002
The IDP Companies   February 1999 - February 2000
Iowa State University  August 1997 - December 1998

Skills
Team Building, Strategic Planning, English, Technical Writing, Documentation, Technical Training, Training & Development, Staff Development, Team Leadership, Learning, Lean Manufacturing, Instructional Design, Classroom Training, Personnel Development, End User Training, User-centered Design, Logistics Management, Event Management, Event Execution, Budget Management, Budget Preparation, Teamwork, Quality, Internal Communications, Project Planning, Project Implementation, Project Coordination, Leading Projects, Software Documentation, Budgets, Event Planning, Classroom, Healthcare, Customer Service, Marketing, Employee Training, Public Speaking, Change Management, Captivate, Management, Teaching, Coaching, Training Delivery, Adult Education, Distance Learning, Editing, RoboHelp, Leadership Development, Leadership, E-Learning

Education
Kent State University   1991 — 1996
Doctor of Philosophy (Ph.D.), English Literature (British and Commonwealth), 4.0

Nicole Caringal Nicole Caringal Tampa/St. Petersburg, Florida Area Details
Nicole Caringal's Raymond James Financial Inc. Experience October 2013 - Present
Job Assistant Regional Director at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   October 2013 - Present
Raymond James  July 2006 - October 2013
T Rowe Price  July 1996 - July 2006

Skills
FINRA Arbitrator, FINRA, Series 24, Retirement, Series 7, Compliance, Risk Management, Securities, Series 65, Mutual Funds, Uniform Combined State..., Series 63, Investment Advisory, AML, Retirement Planning, Wealth Management, Alternative Investments

Education
Illinois State University   1986 — 1990
BA, International Business, French, Poli. Sci.

Joseph Escobar Joseph Escobar Palo Alto, California Details
Joseph Escobar's Raymond James Financial Inc. Experience April 2004 - June 2004
Job Staff Accountant
Industry Accounting
Experience
Vavrinek, Trine, Day & Co., LLP   July 2015 - Present
U.S. Trust   October 2012 - May 2015
Bank of America  December 2007 - October 2012
Manpower  October 2005 - November 2007
Raymond James Financial Inc.   April 2004 - June 2004
GameFly  April 1995 - September 1998

Skills
Banking, Finance, Portfolio Management, Sales, Credit, Financial Analysis, Financial Accounting, Customer Service, Credit Analysis, Investments, Strategic Financial..., Cash Management, Credit Risk, Financial Services, Financial Risk, Equities, Asset Management, Financial Statements, GAAP, GAAS, Auditing, Accounting, Microsoft Office, Microsoft Excel, Analysis, Wealth Management

Education
Keller Graduate School of Management of DeVry University   2011 — 2014
Master's degree, Accounting and Finance

University of California, Santa Cruz   2005 — 2006

University of California, Riverside   1998 — 2003
Bachelor of Science (BS), Business Administration and Management, General

St. Francis High School   1994 — 1998
High School Diploma

Deana Pruitt Woodard Deana Pruitt Woodard Bethany Beach, Delaware Details
Deana Pruitt Woodard's Raymond James Financial Inc. Experience April 2014 - Present
Job Executive Assistant at Raymond James Financial Services
Industry Executive Office
Experience
Raymond James Financial Inc.   April 2014 - Present
Veridian Solutions LLC   October 2012 - March 2014
Xaviant  November 2011 - October 2012

Skills
Customer Service, People Skills, Event Management, Event Planning, Budgets, Calendaring, Recruiting, Negotiation, Confidentiality, Sales, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Social Networking, Microsoft Office, Office Management, Office Administration, Calendars, Facebook, Expense Reports, Small Business, Travel Arrangements, File Management, Diary Management, Heavy Calendaring, Fax, SEO, Photoshop, Team Building

Education
Kalamazoo Valley Community College   1996 — 1999
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations, 3.2

PhaniCharan Paladugu PhaniCharan Paladugu Tampa/St. Petersburg, Florida Area Details
PhaniCharan Paladugu's Raymond James Financial Inc. Experience February 2013 - Present
Job Decision Management Consultant Lead
Industry Computer Software
Experience
Raymond James Financial Inc.   February 2013 - Present
Newt Global  May 2012 - January 2013
DAASL INC.   October 2009 - April 2012
Dell India R&D Center  June 2009 - September 2009
Wipro  June 2006 - May 2009
RAM Informatics Limited  August 2005 - May 2006

Skills
Java Enterprise Edition, Architecture, Blaze Advisor, BRMS, BPM, JRules, Websphere, Weblogic, Business Process Design, SOA, Java, Agile Methodologies, Business Rules, WebSphere Application..., Operational Decision..., Business Events..., Oracle

Education
Jawaharlal Nehru Technological University   2000 — 2004
B.Tech, Computers & Information Technology

Dan Washington Dan Washington Toronto, Canada Area Details
Dan Washington's Raymond James Financial Inc. Experience June 2014 - Present
Job Associate Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   June 2014 - Present
Automated Logic - Ontario (formerly TAC Controls)   June 2007 - June 2013
MATCOR Metal Fabrication  July 2005 - May 2007
Wescast Industries Inc.  May 1998 - July 2005
General Motors of Canada  June 1990 - April 1997

Skills
Microsoft Office, Team Building, Strategic Planning, Negotiation, Purchasing, Microsoft Excel, Value Engineering, Change Management, Management, Subcontracting, Engineering, Inventory Management, Personal finance..., Six Sigma, Continuous Improvement, Process Improvement, Lean Manufacturing, 5S, Manufacturing, Supply Chain Management, Quality Assurance, Leadership, Process Engineering

Education
Queen's University   1997 — 1998
Master of Business Administration (MBA), Business Administration, Management and Operations

Kettering University   1990 — 1995
Bachelor of Science in Mechanical Engineering, Plastics

Dana(Xiaodi) Wang Dana(Xiaodi) Wang Silver Spring, Maryland Details
Dana(Xiaodi) Wang's Raymond James Financial Inc. Experience June 2014 - September 2014
Job Summer Intern at Raymond James Financial Inc.
Industry Banking
Experience
CITIC Securities  January 2015 - Present
Raymond James Financial Inc.   June 2014 - September 2014
China Everbright Bank  June 2012 - August 2012
Agricultural Bank of China  June 2011 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Matlab, Event Planning

Education
University of Maryland College Park   2013 — 2015
Master of Science (MS), Finance, General, 3.6/4.0

Jilin University   2009 — 2013
Bachelor of Science (BS), Applied finance, 3.5/4.0

Katie Burton Katie Burton Medina, Ohio Details
Katie Burton's Raymond James Financial Inc. Experience April 2009 - Present
Job Office Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   April 2009 - Present

Skills
Office Administration, Microsoft Office, Retirement Planning, Office Management

Education
Kent State University at Stark   2006 — 2008

Kimberley Mondonedo Kimberley Mondonedo Augusta, Maine Details
Kimberley Mondonedo's Raymond James Financial Inc. Experience October 2008 - Present
Job Certified Financial Planner™
Industry Financial Services
Experience
Raymond James Financial Inc.   October 2008 - Present
US Army  August 1983 - September 2008
US Army  June 2007 - June 2008
US Army  July 2005 - June 2006
US Army, Office of the Chief Information Officer (CIO)/G-6   July 2003 - July 2005
North Atlantic Treaty Organization (NATO), Joint Headquarters Southwest   July 2000 - July 2003
US Army  May 1997 - July 1998
United States Military Academy  July 1995 - May 1997

Skills
Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Mutual Funds, Risk Management, Retirement, Investments, Fixed Annuities, Management, Financial Advisory, Military, Insurance, Small Business, Security Clearance, DoD, Investment Advisory, Leadership, Long-term Care, Estate Planning, Team Building, Financial Analysis, Asset Allocation, 401k, Strategic Planning, Program Management, Army, Portfolio Management, Securities, Government, Information Technology, IRAs, Information Assurance, Process Improvement, Asset, Investment Strategies, Protection, Asset Protection, Credit, Asset Managment, Highly Reliable, Professional Mentoring, Asset Management, Passion for Success, Series 66, Customer Satisfaction, Creative Solutions

Education
LIU Post   1993 — 1994
Masters of Science, Counselling and Leadership

University of Southern, Maine   1984 — 1988
BA, Business Administration

North Haven Community School   1972 — 1981
Elementary and Middle School

April Pitts, MBA April Pitts, MBA Birmingham, Alabama Area Details
April Pitts, MBA's Raymond James Financial Inc. Experience January 2005 - April 2013
Job Financial Project Manager
Industry Financial Services
Experience
Sterne Agee  April 2013 - Present
Raymond James Financial Inc.   January 2005 - April 2013
Morgan Keegan & Company, Inc.   August 2002 - January 2005
Western Star Trucks  July 1992 - July 1997

Skills
Account Reconciliation, Accounting, General Ledger, Financial Statements, Journal Entries, Fixed Assets, Auditing, Bank Reconciliation, Internal Audit, Payroll, Financial Reporting, Invoicing, Peachtree, Management, Securities, Microsoft Excel, SAGE 500 ERP, Sage FAS Fixed Assets

Education
Keller Graduate School of Management of DeVry University   2007 — 2010
MBA, Business, concentration Accounting

University of Tennessee-Knoxville   2000 — 2002
BS, Accounting

Pellissippi State Technical Community College   1997 — 2000
Associate Degree, Accounting

Erik Heben Erik Heben Fort Myers, Florida Area Details
Erik Heben's Raymond James Financial Inc. Experience October 1994 - April 1999
Job Chief Investment Officer/Managing Partner at Private Wealth Consultants LLC
Industry Investment Management
Experience
Private Wealth Consultants LLC   October 2006 - Present
UBS  April 2002 - October 2006
KeyBanc Capital Markets  April 1999 - April 2002
Raymond James Financial Inc.   October 1994 - April 1999

Skills
Wealth Management, Series 63, Series 65, Investment Strategies, Retirement Planning, Investments, Series 24, Investment Management, Securities, Asset Managment, Fixed Annuities, Uniform Combined State...

Education
Kent State University   1989 — 1992
BA

Slippery Rock University of Pennsylvania   1987 — 1988

Robert Hahn, CFA Robert Hahn, CFA Saint Petersburg, Florida Details
Robert Hahn, CFA's Raymond James Financial Inc. Experience July 2014 - Present
Job Senior Research Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   July 2014 - Present
Consolidated Investment Group  December 2011 - July 2014
Private Investment Fund  2009 - December 2011
Eagle Asset Management  November 2000 - March 2008

Skills
Equity Research, Asset Management, Investments, Financial Modeling, Portfolio Management, Fundamental Research, Hedge Funds, Equities, Due Diligence, Valuation, Analysis

Education
Indiana University - Kelley School of Business   1996 — 1998
MBA, Finance

Villanova University
MSEE, Electrical Engineering

Villanova University
BEE, Electrical Engineering

David Patchen David Patchen Tampa/St. Petersburg, Florida Area Details
David Patchen's Raymond James Financial Inc. Experience September 2013 - Present
Job Senior Vice President, PCG Education & Practice Management
Industry Financial Services
Experience
Raymond James Financial Inc.   September 2013 - Present
Raymond James Financial Services  2003 - August 2013
Raymond James Financial Services  1998 - 2003

Skills
Series 7, Investment Advisory, Asset Allocation, Financial Advisory, Series 24, Strategic Financial..., Investments, Series 63, Securities, Uniform Combined State..., 401k, FINRA, Estate Planning, Alternative Investments, Asset Managment, Financial Services, IRAs, Financial Planners, Series 65, Asset Management, Financial Planning, Finance

Education
Indiana University of Pennsylvania   1982 — 1986
BS, Business Administration

University of Florida - Warrington College Of Business
MBA, Business Administration and Management, General

Debi Sussman Debi Sussman Greater New York City Area Details
Debi Sussman's Raymond James Financial Inc. Experience October 2013 - November 2013
Job Receptionist
Industry Facilities Services
Experience
GSH Group  June 2015 - Present
Zimmer Trabecular Metal   January 2014 - May 2015
Zimmer Trabecular Metal   December 2013 - December 2013
Raymond James Financial Inc.   October 2013 - November 2013
Philips Respironics  September 2011 - September 2013
Hart Personnel   2011 - 2011
Randstad  2009 - 2010
Alloy Surfaces  September 2005 - August 2008
Randstad  2003 - 2004
Barrett Paving Materials Inc.  1980 - 1982

Skills
Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, PowerPoint, English, Customer Service, SAP, Data Entry, Human Resources, Process Improvement, Purchasing, Marketing, Proofreading, Software Documentation

Education
Katherine Gibbs School   1974 — 1975

Boonton High School

Joe Borrelli Joe Borrelli Tampa/St. Petersburg, Florida Area Details
Joe Borrelli's Raymond James Financial Inc. Experience February 2015 - Present
Job Options Strategist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   February 2015 - Present
Concord Little League   December 2010 - Present
Raymond James Financial Inc.   September 2013 - February 2015
Archway Finance & Operations   March 2013 - September 2013
Archway Technology Partners  June 2012 - September 2013
Eminent Wealth Strategies   June 2011 - August 2011
Starcraft Distribution, LLC   June 2010 - January 2011
Stealth Trailers; StarDesign; StarQuest; Everegreen, Elkhart; Bristol; Middlebury, IN   July 2009 - August 2009
Elcona Country Club  July 2008 - July 2009

Skills
Analysis, Microsoft Excel, Fund Operations, Investments, Salesforce.com, Economics, Portfolio Performance..., Data Entry, Financial Reporting, Alternative Investments, Sales, PowerPoint, Trading, Hedge Funds, Real Estate Investment..., Equity Management, Marketing, Creative Writing, Structured Products, Private Equity, Web Content Management, Managed Futures, Excel, Event Management, Public Speaking, Accounting, Options Trading, Asset Management, Options Strategies, Consulting, Research, Data Analysis, Website Management, SharePoint, Accounts Receivable, Analyzing EQ Data..., Software Implementation, Data Mining, Special Events, Account Reconciliation, Corporate Branding, Marketing Strategy, Portfolio Development, Bartending, Daily Operations, Portfolio and General..., Accounts Payable, General Ledger, Bloomberg, Access

Education
Indiana University - Kelley School of Business   2008 — 2012
Bachelor of Science, Business; Finance, Economics

Midwest Bartender's School   2011 — 2011
Advanced Mixology, Mixology

Marian High School

Valarie Hunsinger Valarie Hunsinger Greater New York City Area Details
Valarie Hunsinger's Raymond James Financial Inc. Experience January 2007 - January 2008
Job Library Media Specialist at Hyde Leadership Charter School
Industry
Experience
Hyde Leadership Charter School  January 2009 - Present
The Bisila Bokoko African Literacy Project   January 2011 - Present
Sustainable Initiatives and Alliances for Africa   January 2012 - January 2014
Raymond James Financial Inc.   January 2007 - January 2008
Lewis & Clark College  August 2005 - May 2006

Skills
Grant Writing, Fundraising, Tutoring, Non-profits, Community Outreach, Curriculum Development, Nonprofits, Program Evaluation, Educational Leadership, Curriculum Design, Management, Program Development, Training, Social Media, Youth Development, Staff Development, Event Planning, Social Services, Crisis Intervention, Editing, Library, Analysis, Spanish, Classroom

Education
Mansfield University of Pennsylvania   2010 — 2013
Master of Education (M.Ed.), School Library and Information Technology

Lewis and Clark College   2002 — 2006
Bachelor of Arts, International Relations and Affairs

Sergey Krisyuk Sergey Krisyuk Tampa/St. Petersburg, Florida Area Details
Sergey Krisyuk's Raymond James Financial Inc. Experience April 2014 - Present
Job Java Architect at Raymond James Financial Inc.
Industry Computer Software
Experience
Raymond James Financial Inc.   April 2014 - Present
Grid Dynamics International, Inc  December 2010 - April 2014
Luxoft  August 2010 - December 2010
Exigen Services  2009 - 2010
Exigen Services  February 2007 - July 2009
conject   September 2005 - January 2007

Skills
Scrum, Maven, SOA, TIBCO, Agile Methodologies, Java Enterprise Edition, Spring, ESB, IBM WebSphere Message..., OOP, Java, Hibernate, JMS, Tomcat, JUnit, Subversion, WebSphere Message Broker, EJB, Enterprise Software, Databases

Education
Санкт-Петербургский Государственный Университет Информационных Технологий, Механики и Оптики (Университет ИТМО)   1999 — 2006
MS degree, Computer Science

Alex Ray Alex Ray Indianapolis, Indiana Area Details
Alex Ray's Raymond James Financial Inc. Experience June 2010 - August 2010
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  May 2015 - Present
Wells Fargo  January 2015 - May 2015
Wells Fargo  July 2012 - January 2015
Wells Fargo  May 2011 - August 2011
Raymond James Financial Inc.   June 2010 - August 2010
Morgan Stanley Wealth Management  April 2008 - June 2008

Skills
Commercial Banking, Financial Modeling, Financial Analysis, Investments, Finance, Financial Services, Credit Analysis, Credit, Financial Risk

Education
Indiana University Bloomington   2008 — 2012
Bachelor of Science (BS), Finance

Cranbrook Kingswood   2005 — 2008

Cameron Chinnery Cameron Chinnery Houston, Texas Details
Cameron Chinnery's Raymond James Financial Inc. Experience July 2014 - Present
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc.   July 2014 - Present
Stern Brothers Investment Bank   June 2013 - July 2013
Huntleigh McGehee  June 2012 - August 2012

Skills
Financial Analysis, Research, Accounting, Analysis, Access, Microsoft Word, PowerPoint, Investment Banking, Leadership, Auditing, Market Research, Financial Modeling

Education
Washington University in St. Louis - Olin Business School   2013 — 2014
Master of Science in Finance (MSF)

Lindenwood University   2010 — 2013
Bachelor of Arts (B.A.), Finance

Anthony Latteri Anthony Latteri Saint Petersburg, Florida Details
Anthony Latteri's Raymond James Financial Inc. Experience November 2013 - Present
Job IT Security Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   November 2013 - Present
Raymond James Financial Inc.   February 2011 - November 2013
PwC  June 2010 - February 2011

Skills
Networking, TCP/IP, Routers, VPN, Virtual Machines, Hardware, Active Directory, Android, Mobile Devices, Lotus Notes, Outlook, Wireless Networking, Windows 7, Windows XP Pro, Ticketing Systems, Blackberry, Help Desk Support, Technical Support, Blackberry Enterprise..., Microsoft Exchange, Windows Server, Windows XP, Citrix, Windows Vista, VMware, Operating Systems, HP, VMware ESX, Group Policy, Servers, DNS, Laptops, Microsoft Technologies, Remote Desktop, Printers, Software Installation, System Deployment

Education
Keiser College   2008 — 2010
Associate of Science (AS), Information Technology

Jeremy Bright Jeremy Bright Palm Harbor, Florida Details
Jeremy Bright's Raymond James Financial Inc. Experience January 2015 - Present
Job Investment Support Specialist at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc.   January 2015 - Present
Mercury Insurance  October 2013 - January 2015
Merrill Lynch  May 2012 - August 2012

Skills
Macroeconomics, Bloomberg, Financial Markets, Research, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Networking, Financial Analysis, Trading

Education
Ithaca College   2010 — 2013
Bachelors of Science, Business Administration; Finance

Ozarks Technical Community College   2008 — 2010
English and Sociology

Vin Campagnoli Vin Campagnoli Greater New York City Area Details
Vin Campagnoli's Raymond James Financial Inc. Experience October 2011 - Present
Job Chief Information Officer at Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial Inc.   October 2011 - Present
UBS  April 2009 - September 2011
Morgan Stanley  July 2005 - April 2009
Prudential Securities  1987 - 2004

Education
Pace University   1990 — 1995
MBA, Finance

Iona College   1981 — 1985
BA, Computer Science

Anja Kremzow Anja Kremzow Greater New York City Area Details
Anja Kremzow's Raymond James Financial Inc. Experience January 2012 - October 2013
Job Publishing Specialist | Forms Specialist
Industry Financial Services
Experience
Guardian Life  January 2014 - Present
Raymond James Financial Inc.   January 2012 - October 2013
Braille Works Int., Inc.   June 2011 - January 2012
Anja Kremzow Graphic Design & Pre-Press Services   October 2006 - January 2012
University of Applied Sciences Leipzig   October 2006 - December 2006
Börm Bruckmeier Publishing   April 2006 - September 2006
Axel Springer  July 2003 - September 2003

Education
Isenberg School of Management, UMass Amherst   2014 — 2016
MBA Student

University of Applied Sciences Leipzig   2003 — 2009
German Diplom (4-year program)

Oxford Brookes University   2007 — 2007
Exchange Student

Emil Savov Emil Savov Ottawa, Canada Area Details
Emil Savov's Raymond James Financial Inc. Experience 1998 - May 2000
Job Technology and Venture Capital Executive
Industry Venture Capital & Private Equity
Experience
Terracap Ventures Inc.   June 2014 - May 2015
Stratelion   September 2011 - May 2014
NCP Northland Capital Partners   March 2010 - September 2011
GrowthWorks Capital  June 2008 - June 2009
McLean Watson Capital   April 2005 - June 2008
CIENA Corporation  May 2000 - July 2004
Raymond James Financial Inc.   1998 - May 2000
Newbridge Networks Corporation/Alcatel-Lucent   January 1996 - 1998
EBRD (European Bank for Reconstruction and Development)   July 1994 - December 1995
Digital Equipment Corporation (DEC)/ Hewlett-Packard   January 1991 - December 1993

Skills
Mergers, Venture Capital, Investment Banking, Strategic Planning, Business Development, Technology, Investment Management, Telcommunications, Product Management, Product marketing, Board of Directors, Start-ups, Financial Analysis, Due Diligence, Equity Research, Project Finance, Executive Management, Strategic Partnerships, Strategic Alliances, Digital Media, Consumer Electronics, Mergers & Acquisitions, Strategy, Investments, Management Consulting, Telecommunications, Product Marketing, Business Strategy

Education
INSEAD   1994 — 1994
MBA, Business Management

University of Ottawa / Université d'Ottawa   1986 — 1991
Ph.D., Electrical Engineering

University of Ottawa   1985 — 1986
M.Sc., Electrical and Electronics Engineering

Harrison Petts Harrison Petts Cleveland, Ohio Details
Harrison Petts's Raymond James Financial Inc. Experience May 2012 - July 2012
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets  January 2015 - Present
JPMorgan Chase  June 2014 - Present
J.P. Morgan   April 2013 - August 2014
Kelley School of Business  August 2010 - May 2014
Raymond James Financial Inc.   May 2012 - July 2012
U.S. Census Bureau -- Census Coverage Management   March 2010 - June 2010
L.A. Fitness   March 2010 - June 2010

Skills
College Soccer, Piano, Extreme Races, Financial Accounting, Financial Analysis

Education
Indiana University Bloomington   2010 — 2014
BS, Finance, Accounting, International Business, Junior

Nancy Stanek Nancy Stanek Tarpon Springs, Florida Details
Nancy Stanek's Raymond James Financial Inc. Experience September 1999 - Present
Job Financial Reporting Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   September 1999 - Present
Nancy's Bakery, Cleveland Ohio   January 1990 - April 1999

Skills
Financial Reporting, Accounting, Strategic Financial..., Sarbanes-Oxley Act, Internal Controls, US GAAP, SEC filings, Financial Modeling, Auditing, Financial Accounting, GAAP, General Ledger, Account Reconciliation, Variance Analysis

Education
John Carroll University   1979 — 1983
"Bachelor of Science in Business Administration", Accounting

Michele Egerter, PMP Michele Egerter, PMP Saint Petersburg, Florida Details
Michele Egerter, PMP's Raymond James Financial Inc. Experience August 2008 - December 2013
Job Senior Project Manager
Industry Information Technology and Services
Experience
Eagle Datagistics  January 2014 - Present
Raymond James Financial Inc.   August 2008 - December 2013
US Army Corps of Engineers  August 2001 - August 2008
SAIC  June 2001 - July 2001
Modis  August 1999 - March 2001

Skills
Software Project..., Agile Project Management, Project Planning, PMP, SDLC, MS Project, PMO, Process Improvement, Software Development, Business Process..., Test Planning, SharePoint, Requirements Analysis, Requirements Gathering, Project Management, Enterprise Architecture, Visio, IT Strategy, Vendor Management, Disaster Recovery, Process Engineering, Program Management, Agile & Waterfall..., Business Analysis, Microsoft Project

Education
Penn State University   1989 — 1993
Bachelor of Arts, Anthropology

Indiana University of Pennsylvania   1997 — 1999
Master of Science, Geographic Information Science and Cartography

Kyle Stiefel Kyle Stiefel Greater New York City Area Details
Kyle Stiefel's Raymond James Financial Inc. Experience March 2014 - Present
Job EquityLinked Securities Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   March 2014 - Present
Raymond James Financial Inc.   May 2012 - July 2012
Palisade Capital Management  May 2010 - August 2010

Skills
Securities, Bloomberg, Bloomberg Terminal, Financial Modeling, Equities, Series 7, Series 63, Valuation, Trading, Portfolio Management, Lacrosse, Fixed Income, Financial Analysis, Hedge Funds, Options, Investments, Research, Data Analysis, Finance, Kynex, Capital Markets, Analysis, Microsoft Excel, Microsoft Office, Sales

Education
Lehigh University - College of Business and Economics   2009 — 2013
Bachelor of Science (B.S.), Finance

Lehigh University   2009 — 2013
Minor in Entrepreneurship

Lindsey Olson Lindsey Olson Tampa/St. Petersburg, Florida Area Details
Lindsey Olson's Raymond James Financial Inc. Experience May 2014 - December 2014
Job IT Professional
Industry Computer Software
Experience
WellCare Health Plans  December 2014 - Present
Raymond James Financial Inc.   May 2014 - December 2014
Threat track security   May 2010 - May 2014
Think Direct Marketing   May 2010 - September 2011

Skills
Windows, VMware, Antivirus, Troubleshooting, SQL, Microsoft Exchange, Microsoft Access, malware removal, Active Directory, Malware Analysis, Windows 7, Laptops, TCP/IP, Windows XP, Software Installation, Windows Server, Help Desk Support, Computer Hardware, Access, Technical Support, Networking, Microsoft Office, Servers, Customer Service, Network Administration, Network Security

Education
ITT Technical Institute   2008 — 2010
AS, Computer Network Systems

ITT Technical Institute-Tampa   2008 — 2010
Associate of Science (AS), Computer Network Systems

University of phoenix online
BS, Information Technology

Blake R. Smith Blake R. Smith Indianapolis, Indiana Area Details
Blake R. Smith's Raymond James Financial Inc. Experience April 2015 - August 2015
Job Looking for Financial Analyst positions in Indianapolis, IN area
Industry Financial Services
Experience
Raymond James Financial, Inc.   April 2015 - August 2015
Raymond James Financial Inc.   October 2014 - April 2015
AIG  June 2014 - October 2014
Ferguson Enterprises  August 2013 - June 2014
Kraft Foods  August 2012 - July 2013
Primary Source: The Indiana University Undergraduate Journal of History   April 2011 - July 2013
Indiana University Historical Society   April 2011 - July 2013
Indiana University Rec Sports   September 2011 - November 2011
Home City Ice  February 2011 - June 2011
Fastenal  July 2010 - December 2010

Skills
Editing, Sales, History, Analysis, Process Improvement, Customer Service, Project Planning, Sales Operations, Social Media, Management, Microsoft Office, Leadership, Marketing, PowerPoint, Team Building, Finance, Public Speaking, Sales Management

Education
Indiana University Bloomington   2009 — 2013
Bachelor of Arts (B.A.), History

Western High School   2005 — 2009

Robert Scott Maynard Robert Scott Maynard Portland, Oregon Area Details
Robert Scott Maynard's Raymond James Financial Inc. Experience August 2012 - November 2013
Job Data Analyst at RVK, Inc.
Industry Financial Services
Experience
RVK, Inc.   January 2015 - Present
M Benefit Solutions  November 2014 - February 2015
Raymond James Financial Inc.   August 2012 - November 2013
Lewis & Clark College  August 2007 - May 2012
Lewis & Clark College  August 2007 - May 2012

Skills
Analysis, Critical Thinking, Team Leadership, Customer Service, Initiator, Troubleshooting, Problem Solving, Time Management, Research, Data Analysis, Qualitative Research, Microsoft Office, PowerPoint, Series 7, Wealth Management, Microsoft Excel, Leadership, Teamwork, Market Research

Education
Lewis and Clark College   2008 — 2012
BS, Economics

Waterford Kamhlaba UWCSA   2006 — 2007
International Baccalaureate Diploma, Business Management, Physics, Information Technology

Sam Loring, AWMA® Sam Loring, AWMA® Greater St. Louis Area Details
Sam Loring, AWMA®'s Raymond James Financial Inc. Experience February 2008 - Present
Job Vice President, Investments | Financial Advisor
Industry Investment Management
Experience
Raymond James Financial Inc.   February 2008 - Present
Regions Bank  2005 - February 2008

Education
Southern Illinois University, Edwardsville
Bachelors of Science

Institute of Investment Management Consulting

Kaplan University

Kelly Jo Martin Kelly Jo Martin Greater Nashville Area Details
Kelly Jo Martin's Raymond James Financial Inc. Experience July 2013 - Present
Job Raymond James | Client Services Associate, David Adams Wealth Group, LLC, An Independent Firm
Industry Financial Services
Experience
Raymond James Financial Inc.   July 2013 - Present
Western Reserve Resources, Corp.   February 2012 - June 2013
Southwestern Investment Services   May 2009 - February 2012
Western Reserve Resources, Corp.   January 2007 - May 2009

Skills
Customer Service, Account Management, Time Management, Sales, Finance

Education
Kent State University   2006 — 2008

Cuyahoga Valley Christian Academy   2000 — 2006

Daniel DeSantis Daniel DeSantis United States Details
Daniel DeSantis's Raymond James Financial Inc. Experience May 2010 - August 2010
Job Trial Attorney at Layfield & Wallace APC
Industry Law Practice
Experience
Layfield & Wallace APC  November 2014 - Present
The Butler Firm, APC   September 2013 - August 2014
Nicholas & Butler, LLP   September 2012 - September 2013
Freeland McKinley & McKinley   May 2012 - August 2012
Congressional Office of Duncan Hunter for the 52nd District of CA.   May 2012 - August 2012
Origin Talent Agency   May 2011 - August 2011
Raymond James Financial Inc.   May 2010 - August 2010
Charles Dunn Company  May 2009 - August 2009
Washington Mutual Bank  October 2005 - August 2007

Skills
Proficient in Spanish, Great People Skills, Hard Worker, Microsoft Office, Microsoft Excel, Legal Research, PowerPoint, Estate Planning, Microsoft Word, Westlaw, Public Speaking, Social Media, Legal Writing, Asset Managment, Due Diligence

Education
University of San Diego School of Law   2011 — 2014
Juris Doctorate, Concentration in Business and Corporate Law

Indiana University Bloomington   2007 — 2011
Bachelor of Science, Criminal Justice

Andrea Nichols, SHRM-SCP, SPHR Andrea Nichols, SHRM-SCP, SPHR Saint Petersburg, Florida Details
Andrea Nichols, SHRM-SCP, SPHR's Raymond James Financial Inc. Experience October 2013 - Present
Job Human Resources Relationship Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   October 2013 - Present
Parallon Business Perfomance Group - Richmond   September 2009 - June 2013
HCA Richmond Shared Services Center   August 2005 - September 2009
Alfa Laval  August 2004 - August 2005
Pensacola News Journal  August 2002 - May 2004

Skills
HRIS, Employee Relations, Personnel Management, Onboarding, Employee Benefits, New Hire Orientations, HR Policies, Labor Relations, Performance Management, Employee Engagement, Recruiting, Human Resources, Deferred Compensation, Succession Planning, Organizational...

Education
Indiana University Bloomington   1992 — 1996
BS, General Studies w/ Concentration in Science

Victor Navarette Victor Navarette Sarasota, Florida Area Details
Victor Navarette's Raymond James Financial Inc. Experience January 2012 - April 2013
Job Previous ACS Systems Engineer at Cisco ( looking for New contract )
Industry Computer & Network Security
Experience
Cisco Systems Limited US   July 2014 - July 2015
HP Enterprise's  June 2013 - August 2014
Raymond James Financial Inc.   January 2012 - April 2013
Raytheon  January 2012 - July 2012
Best Buy  July 2009 - January 2011
Siemens  April 2009 - April 2009
M.N. Tree Service   September 1994 - April 2009

Skills
SQL, Disaster Recovery, ITIL, System Administration, Business Analysis, Microsoft Exchange, IIS, Information Security, Network Administration, Network Security, Operating Systems, Security, Unix, Technical Support, TCP/IP, Computer Hardware, Active Directory, Servers, Virtualization, XML, DNS, Microsoft SQL Server, SDLC, SharePoint, VMware, Windows 7, Windows Server, Networking, Microsoft Office, Windows, Windows XP, Help Desk Support, VPN, Firewalls, Visio, Cisco Technologies, Customer Service, Software Installation, Wireless Networking, Software Documentation, Hardware, Troubleshooting, Information Technology, Linux, Computer Security, Routers, VMware ESX, Citrix, Printers, DHCP

Education
ITT Technical Institute-Tampa   2014 — 2016
Bachelor's degree in Cyber Security, CISSP / ISC2

ITT Technical Institute.   2011 — 2013
Associates Degree in Computer Networking Systems, Network Security

New Horizons Computer Learning Center of Raleigh-Durham-Chapel Hill   2004 — 2004
Network +, System, Networking, and LAN/WAN Management/Manager

New Horizons Computer Learning Center of Raleigh-Durham-Chapel Hill   2003 — 2003
A + Certification, Computer Programming / Computer Technician

New Horizons Technical Ins.   1998 — 1999
MCSE, MCSE NT 4.0 MCP on NT Server MCP on NT Workstation MCP on NT Server in the Enterprise. A+ Cert.

Southeast High School   1994 — 1998
High school diploma., School curriculum

Sten Morgan CFP®, ChFC® Sten Morgan CFP®, ChFC® Greater Nashville Area Details
Sten Morgan CFP®, ChFC®'s Raymond James Financial Inc. Experience August 2009 - January 2012
Job CERTIFIED FINANCIAL PLANNER™ professional, Special Needs Planner, Financial Services Executive
Industry Financial Services
Experience
Legacy Investment Planning   May 2012 - Present
Raymond James Financial Inc.   August 2009 - January 2012
Northwestern Mutual  March 2008 - August 2009

Skills
Investments, Wealth Management, Insurance, Fixed Annuities, Mutual Funds, Investment Advisory, Portfolio Management, Long-term Care Insurance, Estate Conservation..., Retirement Income..., Strategic Financial...

Education
Linfield College
BS, Finance and Economics

Jedidiah Sturgis Jedidiah Sturgis Greater Atlanta Area Details
Jedidiah Sturgis's Raymond James Financial Inc. Experience May 2013 - November 2013
Job Programmer Analyst with Georgia Pacific LLC
Industry Information Technology and Services
Experience
Georgia-Pacific LLC  January 2014 - Present
Clearwater Christian College  August 2011 - December 2013
Raymond James Financial Inc.   May 2013 - November 2013
SMC Software  April 2013 - May 2013
SMC Software  January 2013 - April 2013
THE WILDS Christian Camp & Conference Center  May 2010 - August 2011

Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Research, Social Media, Teamwork, Windows, Editing, Data Entry, English, Strategic Planning, Photography, Data Management, Microsoft SQL Server, SQL, Visual Studio, SSRS, Time Management, Access, Microsoft Dynamics, Microsoft CRM, Social Networking

Education
Clearwater Christian College   2010 — 2013
BS, Information Systems Management

Liberty University   2009 — 2009
General Studies

Jose Miguel Santana Jose Miguel Santana New York, New York Details
Jose Miguel Santana's Raymond James Financial Inc. Experience December 2007 - May 2010
Job Research Analyst at Corporate Insight, Inc.
Industry Market Research
Experience
Corporate Insight, Inc.   December 2012 - Present
State & Local Energy Report   August 2010 - September 2012
G&B Rentals, LLC.   August 2009 - May 2010
Raymond James Financial Inc.   December 2007 - May 2010

Skills
Editing, PowerPoint, Spanish, Qualitative Research, Competitive Intelligence, Microsoft Excel, Marketing Research, Competitive Analysis, Research, Public Relations, Business Writing, CRM, Social Media, Microsoft Office, Analysis, Data Analysis, Market Research, Microsoft Word, Writing, Social Media Marketing, Management, Leadership

Education
James Madison University   2006 — 2011
Bachelor of Arts, International Affairs, Economics, Business Spanish

Millburn High School   2002 — 2006

Jermaine Wells Jermaine Wells Greater Memphis Area Details
Jermaine Wells's Raymond James Financial Inc. Experience January 2014 - April 2014
Job Virtualization Admin (Innovator) at Baptist Memorial Health Care
Industry Hospital & Health Care
Experience
Baptist Memorial Health Care  April 2014 - Present
VMware Certified Professional (VCP5-DCV)   January 2013 - Present
New Direction Christian Church  February 2004 - Present
Raymond James Financial Inc.   January 2014 - April 2014
SanMar  July 2013 - January 2014
New Direction Christian Church  2004 - 2014
Baptist Memorial Health Care  April 2007 - July 2013
Memphis City Schools  May 2001 - April 2007
Ingram Micro  May 1998 - June 2000

Skills
Active Directory, System Administration, Servers, Virtualization, Server Administration, IIS, DNS, Computer Hardware, Software Installation, Microsoft Exchange, Network Administration, VMware, Troubleshooting, VMware Infrastructure, Windows 7, Windows Server, Data Center, SharePoint, Technical Support, Operating Systems, Disaster Recovery, EMC Recovery Point, Storage Administrator, Cisco UCS, VCP5-DV Certified, HP BladeSystem, Citrix, DHCP, VMware ESX, Security, Network Security, Networking, Firewalls, Software Documentation, HP Blade

Education
LeMoyne-Owen College   1996 — 1998
Bachelor of Information Systems, Information Technology

School name:   1998 — 2000
Associate's degree, Information Technology

Thomas Green Thomas Green Charlotte, North Carolina Area Details
Thomas Green's Raymond James Financial Inc. Experience May 2008 - May 2009
Job Risk Advisory at Dixon Hughes Goodman LLP
Industry Financial Services
Experience
Dixon Hughes Goodman LLP  June 2014 - Present
Pershing, a BNY Mellon company  November 2013 - June 2014
Pershing, a BNY Mellon company  September 2012 - June 2014
Pershing, a BNY Mellon company  February 2011 - September 2012
Pershing, a BNY Mellon company  June 2009 - February 2011
Raymond James Financial Inc.   May 2008 - May 2009
Primerica  2007 - 2008

Skills
Financial Analysis, Securities, Investments, 15C3-3, Broker-Dealer Operations, Broker-Dealer, Leadership, Business Analysis, Financial Services, Retirement, Risk Management, Consulting, Microsoft Excel, Fixed Income, Equities, Investment Advisory, Prime Brokerage, Margin, Teamwork, Project Management, Finance, Settlement, Mutual Funds, RIAs, Brokerage, Credit Risk, DTC, Six Sigma, Omnibus, Public Speaking, FINRA, Organizational Learning, Client Service Oriented, Employee Training, Information Management, Client Education, Process Improvement, Options, Back Office, Cash Management, Securities Lending, Financial Risk, Management, Customer Service, Analysis, Microsoft Office, PowerPoint, Team Building, Marketing, Regulatory Reporting

Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of South Florida
Business Administration, Management

Vaughn Hebron Vaughn Hebron Baltimore, Maryland Area Details
Vaughn Hebron's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Neuroscience Account Manager at Otsuka Pharmaceutical Companies (U.S.)
Industry Pharmaceuticals
Experience
Otsuka Pharmaceutical Companies (U.S.)   July 2015 - Present
Otsuka Pharmaceutical Companies (U.S.)   January 2014 - July 2015
Morgan Stanley  September 2013 - January 2014
Chesapeake Electrical Services, Inc.   August 2013 - September 2013
Raymond James Financial Inc.   June 2012 - August 2012
Maxim Healthcare Services  December 2009 - July 2010

Skills
Microsoft Excel, English, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Outlook, Windows, Excel, Analysis, Photoshop, Data Analysis, Leadership, Training, Social Networking, Event Planning, Marketing, Team Leadership, Teaching, Event Management, Nonprofits, Recruiting, Social Media Marketing, Spanish, Public Speaking, Project Management, Social Media, Time Management, Financial Analysis, Teamwork, Fundraising, Access, Facebook, Public Relations, Editing, Leadership Development, Program Management, Sales, Economics, Strategic Planning

Education
Lafayette College   2009 — 2013
Bachelor of Arts, Major: Economics and Business; Minor: Africana Studies

Taylor Raines Taylor Raines Greater Memphis Area Details
Taylor Raines's Raymond James Financial Inc. Experience May 2012 - March 2013
Job PC/LAN Technician at Accredo Healthcare a Medco Company
Industry Computer & Network Security
Experience
Accredo Healthcare - a Medco Company  April 2013 - Present
Raymond James Financial Inc.   May 2012 - March 2013
Conrad Pearson   December 2011 - May 2012
eBrylT Inc  March 2011 - April 2011
Robert Half Technology  October 2010 - March 2011

Skills
Technical Support, System Administration, Windows Server, Help Desk Support, Software Installation, Cisco Technologies, Windows 7, Remote Desktop, Citrix, Active Directory, Windows, VMware, Microsoft Office, Linux, Dameware, Troubleshooting, Desktop Administration, Network Administration, XP, Norton Ghost, VPN, DNS, Network Security, Visio, vSphere, Computer Repair, Print Servers, Computer Hardware, Windows Server 2003, Windows XP Professional, Windows Server 2008, Remote Access, iPhone, Blackberry, Desktop Computers, Printers, Microsoft Exchange, Blackberry Enterprise..., Servers, Group Policy, DHCP, Remote Support, Windows 8, Wireless Networking, Firewalls, Security, Computer Security, Laptops, Operating Systems, Disaster Recovery

Education
Strayer University-Tennessee   2013 — 2015
Master of Business Administration (MBA)

ITT Technical Institute-Cordova   2011 — 2013
Bachlors, Information Technology, Information Systems Security

ITT Technical Institute-Cordova   2009 — 2011
Associate's degree, Information Technology, Computer Network Systems

Daniel Babiy Daniel Babiy Suffolk, Virginia Details
Daniel Babiy's Raymond James Financial Inc. Experience January 2012 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   January 2012 - Present

Skills
Investments, Managed Accounts, Estate Planning, Retirement Planning, College Education..., Insurance, Financial Advisory, Securities, Financial Services, Strategic Financial..., Asset Management, Financial Planning

Education
James Madison University
Bachelor of Science (BS), Communications

Evan Childers, CPA Evan Childers, CPA Indianapolis, Indiana Area Details
Evan Childers, CPA's Raymond James Financial Inc. Experience June 2008 - August 2008
Job Sr. Tax Analyst
Industry Accounting
Experience
Cummins Inc.  November 2009 - Present
Raymond James Financial Inc.   June 2008 - August 2008

Skills
Microsoft Office, Visual Basic, Compliance, Research, Valuation, PowerPoint, Tax Accounting, Income Tax, State Tax, Analysis, Financial Analysis, Tax, Auditing, Finance, Accounting, Financial Reporting, Microsoft Excel

Education
Kelley School of Business, Indiana University   2008 — 2010
Master of Business Administration, Financial Analysis, 3.7

Indiana University Bloomington   2005 — 2008
Bachelor of Science, Kelley School of Business - Accounting and Finance, 3.6

David Mazakas, MPM David Mazakas, MPM Greater Memphis Area Details
David Mazakas, MPM's Raymond James Financial Inc. Experience February 2015 - Present
Job
Industry Information Technology and Services
Experience
Raymond James Financial, Inc.   February 2015 - Present
Raymond James Financial Inc.   October 2014 - February 2015
Vanick Digital  January 2014 - August 2014
Walmart  July 2012 - November 2013
Walmart  December 2010 - July 2012
ServiceMaster  March 2010 - September 2010
FedEx Services  November 2009 - March 2010
FedEx Services  March 2007 - November 2009
QSI NextGen Healthcare  December 2005 - December 2006
Darden  September 2002 - May 2005

Skills
PMO, Process Engineering, Budgeting, Business Process, Program Management, Change Management, Project Portfolio..., Business Transformation, Vendor Management, IT Strategy, PMP, Business Process..., Business Analysis, Project Governance, PMI, IT Governance, Continuous Improvement, Management Consulting, Operations Management, Budgets, Enterprise Architecture, Team Building, Resource Management, Project Management, Outsourcing, Information Technology, Integration, Requirements Analysis, Project Delivery, Cross-functional Team..., Software Project..., Management, Software Development, Process Improvement, Business Intelligence, IT Management, Software Documentation, Testing, Leadership, Training, Strategic Planning, Governance, Business Requirements, Performance Management, SDLC, Enterprise Software, Strategy, Forecasting, Disaster Recovery, Visio

Education
Keller Graduate School of Management of DeVry University   2009 — 2011
MPM, Masters of Project Management

Keller Graduate School of Management   2009 — 2010
Certification, PMI Project Management

Devry University   2004 — 2007
BS, Technical Management

Nancy Swindell Nancy Swindell Harrisonburg, Virginia Details
Nancy Swindell's Raymond James Financial Inc. Experience July 2014 - August 2014
Job After School Leader at Rockingham County Schools
Industry Education Management
Experience
James Madison University  May 2015 - Present
Rockingham County Schools  August 2014 - Present
James Madison University  August 2011 - May 2015
Raymond James Financial Inc.   July 2014 - August 2014
Calvert School  May 2013 - December 2013
Aloha Tournaments  May 2012 - July 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Social Media, Facebook, Instagram, Delegation, Team Leadership, Event Planning, Teamwork, Fundraising, Leadership, Social Networking

Education
James Madison University   2011 — 2015
Bachelor of Science (B.S.), Elementary Education and Teaching

The Bryn Mawr School   2007 — 2011
High School

Richard Carr Richard Carr Manhattan Beach, California Details
Richard Carr's Raymond James Financial Inc. Experience June 2009 - October 2010
Job Regional Vice President at Zacks Investment Management (Southern California, Nevada & Hawaii)
Industry Investment Management
Experience
Zacks Investment Management  August 2013 - Present
Deutsche Bank Asset Management (DWS Investments)   October 2010 - June 2013
DWS Investments  October 2010 - June 2013
Raymond James Financial Inc.   June 2009 - October 2010
Merrill Lynch  June 2006 - February 2009
Jaguar Land Rover  February 2005 - June 2006

Skills
Strategic Territory..., Product Development, Power Distribution, Investments, Mutual Funds, Asset Management, Retirement Planning, Asset Allocation, Strategic Planning, Asset Managment, Wealth Management, Financial Advisory, Investment Advisory, Banking, Series 63, Bonds, Series 7, Series 6, Portfolio Management, Fixed Income, Strategic Financial..., Investment Strategies, 401k, Alternative Investments, Finance, ETFs, Securities, Insurance, Equities, Structured Products, Retirement, FINRA, Hedge Funds, Financial Services, Separately Managed..., Fixed Annuities, Investment Management, Mortgage Lending, Relationship Management, Financial Markets, Capital Markets, Bloomberg, Credit, Trading, Options, Life Insurance, Investment Banking, Estate Planning, Wealth, Financial Analysis

Education
Deutsche Bank   2011 — 2013
External Wholesaler Training Program (RVP Training), External Sales

ETF Index Universe   2013 — 2013
ETF - Construction - Sales

Joliet Junior College   2002 — 2004
N/A, Marketing/Finance

Minooka   1999 — 2002
General Education, Marketing

Rosa Huyen Nguyen Rosa Huyen Nguyen Tampa/St. Petersburg, Florida Area Details
Rosa Huyen Nguyen's Raymond James Financial Inc. Experience 2004 - 2005
Job Manager, Analytics at Triad Retail Media
Industry Marketing and Advertising
Experience
Triad Retail Media  April 2014 - Present
Catalina Marketing  February 2011 - April 2014
Tech Data  March 2007 - February 2011
Raymond James Financial Inc.   2004 - 2005

Skills
Analytics, Forecasting, Business Analysis, Market Research, SQL, SAP, Microsoft Office, Big Data, SAS, Business Objects, Financial Reporting, Financial Planning, Business Planning, Market Analysis, Product Management, Data Mining, Loyalty Marketing, Marketing Mix Modeling, Customer Segmentation..., Predictive Modeling, Digital Marketing, Marketing Strategy, Statistical Data..., Netezza, Business Process..., Business Intelligence, Online Marketing, Mobile Commerce, International Business

Education
University of Tampa - John H. Sykes College of Business   2003 — 2005
Master of Business Administration (MBA), Corporate Finance

University of South Florida - College of Business Administration   2000 — 2003
Bachelor of Arts (B.A.), Management Information Systems and Finance

Liceo Scientifico

Joseph Shields Joseph Shields Tampa/St. Petersburg, Florida Area Details
Joseph Shields's Raymond James Financial Inc. Experience June 2014 - June 2015
Job Associate Developer, Technology at Raymond James & Associates, Inc.
Industry Information Technology and Services
Experience
Raymond James & Associates, Inc.   July 2015 - Present
Raymond James Financial Inc.   June 2014 - June 2015
SPC Human Resources   2010 - September 2014
Vology  September 2013 - March 2014
Bayshore Technologies  August 2011 - September 2013

Skills
Microsoft Office, Microsoft SQL Server, Visual Basic, Access Database, Database Design, Database Administration, Streamlining..., Organizational..., VBA, MSQuery, ODBC, Access, Databases, Business Intelligence, Software Development, SQL, Troubleshooting, Management, Process Improvement, Customer Service, Leadership, User Experience, Visio, Relational Databases, Strategic Planning, User Interface Design

Education
ITT Technical Institute-Tampa   2007 — 2009
Associate's degree, Computer Networking Systems

Latasha Kirby Latasha Kirby Greater Atlanta Area Details
Latasha Kirby's Raymond James Financial Inc. Experience December 2008 - Present
Job Administration at IBM
Industry Computer Hardware
Experience
IBM  April 2013 - Present
Raymond James Financial Inc.   December 2008 - Present
AT&T  July 2005 - November 2008
Bi-State Tours   May 1994 - May 2005

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, 65 WPM, 10 Key, Visual Basic, Visual Studio, Data Mining, Microsoft SQL Server, Access, Communication Skills, Interpersonal Skill, Positive Team Player, Data Entry, V Lookups, Pivot Tables, High Organizational..., Highly motivated..., Goal Oriented, Business Intelligence, Business Acumen

Education
Keller Graduate School of Management of DeVry University   2009 — 2011
Master of Science (M.S.), Management of Information Systems

The University of Memphis   1999 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

sindhu potluri sindhu potluri Saint Petersburg, Florida Details
sindhu potluri's Raymond James Financial Inc. Experience November 2013 - Present
Job Business Analyst
Industry Computer Software
Experience
Raymond James Financial Inc.   November 2013 - Present

Skills
Testing, Test Cases, Test Planning, SQL, Test Automation, Visio, User Acceptance Testing, SDLC, Regression Testing, Business Analysis, QTP, Java, C, Eclipse, Visual Studio, Visual Basic, VHDL, Matlab, HTML, Oracle, Software Quality..., Quality Center, Quality Assurance, Microsoft SQL Server, Requirements Analysis, Microsoft Office, Unix, Software Development, SharePoint, Software Documentation, Linux, JavaScript, VB.NET, Systems Analysis, System Testing, Manual Testing, Software Project..., Scrum, Agile Methodologies, XML, Web Applications, Databases, Integration, Requirements Gathering, SQL Server, MS Office Suite, TSUPREM4

Education
University of Florida   2008 — 2010
Master of science

Jawaharlal Nehru Technological University   2004 — 2008
Bachelor of Technology

Nathan Solow Nathan Solow Washington D.C. Metro Area Details
Nathan Solow's Raymond James Financial Inc. Experience June 2011 - August 2011
Job Senior Consultant at IBM
Industry Management Consulting
Experience
IBM  January 2015 - Present
IBM  February 2013 - January 2015
Booz Allen Hamilton  June 2012 - August 2012
Raymond James Financial Inc.   June 2011 - August 2011

Skills
Financial Analysis, Microsoft Excel, SharePoint, Microsoft Office, Strategic Planning, SDLC, Microsoft Word, Windows, SQL, Management Consulting, Requirements Analysis, Test Management, Performance Management, Data Modeling, Presentation Development, Focus Groups

Education
James Madison University   2008 — 2012
B.B.A, Computer Information Systems and Finance; European Business concentration

Jeff Carrie Jeff Carrie Vancouver, Canada Area Details
Jeff Carrie's Raymond James Financial Inc. Experience 2013 - 2014
Job Financial Advisor, Raymond James, (604) 6541307 Jeff.Carrie@raymondjames.ca, Advising clients in BC and Ontario
Industry Investment Management
Experience
Raymond James Financial Inc.   2013 - 2014
BMO Nesbitt Burns  February 2007 - October 2013
BMO Nesbitt Burns  February 2004 - February 2007
Bank of Montreal  August 2000 - February 2004

Skills
Investments, Portfolio Management, Investment Strategies, Asset Allocation, Investment Management, Alternative Investments, Asset Management, Business Development, Capital Markets, Corporate Finance, Equities, Finance, Financial Advisory, Financial Markets, Fixed Income, Investment Advisory, Mutual Funds, Pensions, Investment Banking, Wealth Management, Retirement Planning, Securities, Valuation, Real Estate, Financial Planning

Education
King's University College   1990 — 1994
B.A., Finance & Economics

Russell Dixon Russell Dixon Greater Detroit Area Details
Russell Dixon's Raymond James Financial Inc. Experience April 2012 - Present
Job Senior Technology Service Representative at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc.   April 2012 - Present
American Tooling Center  July 2008 - April 2012
BluWorld Innovations LLC   2005 - 2008
ADVANCED MANAGEMENT TECHNOLOGIES   2002 - 2005

Skills
Network Administration, Technical Support, Troubleshooting, Windows Server, XP, Management, System Administration, Windows, Operating Systems, Hardware, Computer Hardware, Windows XP, Software Installation, Help Desk Support, Microsoft Office

Education
Michigan State University   1998 — 2003
Bachelor of Arts, Telecommunications; Computer Science

Baker College
Undergraduate, Computer Information Systems

Jackson Community College
Undergraduate, Computer Information Systems

Ryan Terry Ryan Terry Nashville, Tennessee Details
Ryan Terry's Raymond James Financial Inc. Experience October 2014 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   October 2014 - Present
Raymond James Financial Inc.   May 2014 - September 2014
Victoria National Golf Club  May 2011 - August 2013
Ma T 888 China Bistro   September 2009 - December 2011
Oak Meadow Country Club  May 2011 - September 2011
Ma T 888 China Bistro   August 2007 - August 2009

Skills
Spanish, Sports, Statistics, Management, Golf, Research, Microsoft Excel, Event Planning, Social Networking, Microsoft Word, Time Management, Public Speaking, Customer Service

Education
Lipscomb University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Corporate Management

Hannah Rice Hannah Rice Rogers, Arkansas Details
Hannah Rice's Raymond James Financial Inc. Experience August 2011 - December 2011
Job Medical Assistant at Ozark Regional Vein Center
Industry Medical Practice
Experience
Ozark Regional Vein Center   April 2013 - Present
Medical Associate of Northwest Arkansas   February 2012 - April 2013
Raymond James Financial Inc.   August 2011 - December 2011
John Brown University  May 2010 - August 2011
Event Technology   August 2007 - May 2011
John Brown University Student Activities   May 2010 - October 2010
John Brown University Orientation Team   April 2009 - September 2010
Starbucks  2006 - 2008
Fabric Outlet   2004 - 2006

Skills
EMR, Organization, Vital Signs, Medicine, Healthcare, Cpr Certified, BLS, Patient Education, Medical Terminology, Clinical Research, Microsoft Excel, Microsoft Word, Interior Design, Performing Arts, Family Therapy, Art Therapy, Secondary Education, History, World History, American History, Visual Arts, Treatment

Education
John Brown University   2007 — 2011
Bachelor of Science (B.S.), Family Life Education

Brandon Wendel Brandon Wendel Greater New York City Area Details
Brandon Wendel's Raymond James Financial Inc. Experience June 2011 - August 2011
Job Financial Services Tax Associate at KPMG
Industry Accounting
Experience
Dorfman, Mizrach, & Thaler LLP   June 2013 - August 2013
UBS Wealth Management  June 2012 - August 2012
Raymond James Financial Inc.   June 2011 - August 2011

Education
Indiana University - Kelley School of Business   2013 — 2014
Master's degree, Accounting

Indiana University - Kelley School of Business   2009 — 2013
Accounting

Donald Lamb Donald Lamb Saint Petersburg, Florida Details
Donald Lamb's Raymond James Financial Inc. Experience September 1995 - August 1998
Job Retirement Plan Trade Analyst
Industry Financial Services
Experience
The Newport Group  November 2013 - Present
The Newport Group  January 2013 - November 2013
The Newport Group  January 2000 - May 2010
Danka Office Imaging  September 1998 - January 2000
Raymond James Financial Inc.   September 1995 - August 1998

Skills
Account Reconciliation, Accounting, Employee Benefits, Securities, Finance, 401k, Retirement, Accounts Payable, QuickBooks, Spreadsheets, General Ledger, Financial Services, Access, Outlook, Mutual Funds, Pensions, Legal Research, Legal Writing, Westlaw, Lexus Nexus, Case Studies

Education
Keiser University-Ft Lauderdale   2010 — 2012
Associate of Arts (AA), Paralegal Studies, 3.88

Newark Valley High School

Elizabeth Pettersen Elizabeth Pettersen Massapequa, New York Details
Elizabeth Pettersen's Raymond James Financial Inc. Experience 2008 - October 2012
Job Event Coordinator at Flawless Event Staffing and Planning
Industry Financial Services
Experience
Flawless Event Staffing and Planning   October 2012 - Present
Raymond James Financial Inc.   2008 - October 2012
Massage Envy  August 2011 - July 2012
DALiiA Herbal Cosmetics, Inc   June 2011 - August 2011

Skills
Excel; Word; Outlook;..., Facebook, Social Media, Time Management, Teamwork, Celebrity Management, PowerPoint, Vocus, Microsoft Excel, Team-oriented, Blogging, Management, Customer Service

Education
Iona College   2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing

Shandra Richards Shandra Richards Columbus, Ohio Area Details
Shandra Richards's Raymond James Financial Inc. Experience October 2013 - March 2014
Job DC Relationship Manager at Trinity Pension Consultants
Industry Financial Services
Experience
Trinity Pension Consultants  December 2014 - Present
Trinity Pension Consultants  May 2014 - Present
Raymond James Financial Inc.   October 2013 - March 2014
Tegrit Group  March 2012 - October 2013
Business Underwriters Associates  2011 - 2012

Skills
401k, Customer Service, Defined Benefit, Microsoft Office, Employee Benefits, Defined Contribution, Communication Skills, Strategic Communications, Retirement Planning, Financial Services, Retirement, Mutual Funds, Financial Planning

Education
Kent State University   2007 — 2009
Bachelor of Arts (B.A.), Organizational Communication, General

The Ohio State University   2004 — 2006
Bachelor of Arts (B.A.), Organizational Communication, General

Green High School

Tom Masterson Tom Masterson Fort Lauderdale, Florida Details
Tom Masterson's Raymond James Financial Inc. Experience 1997 - 1999
Job Managing Director at Lifetech Capital
Industry Investment Banking
Experience
Lifetech Capital   April 2012 - Present
I-Bankers Securities   October 2008 - March 2012
National Financial Partners  1999 - 2003
Raymond James Financial Inc.   1997 - 1999
Shearson Lehman Bros.  1992 - 1994

Skills
Private Equity, IPO, Mergers, Capital Markets, Debt, Reverse Mergers, Capital, Equity Capital Markets, Capital Raising, Mezzanine, Private Placements, Corporate Development, Equity Trading, Funding, M&A experience, Series 7, FINRA, Investments, Investment Banking, Mergers & Acquisitions, Venture Capital, Alternative Investments, LBO, Business Valuation, Investor Relations, Equity Research, Financial Structuring, Corporate Finance, Emerging Markets, Valuation, Leveraged Finance, Hedge Funds, Structured Finance

Education
University of Massachusetts at Amherst - Isenberg School of Management   1986 — 1990
BS, Finance

Thad Kuczynski Thad Kuczynski Tampa/St. Petersburg, Florida Area Details
Thad Kuczynski's Raymond James Financial Inc. Experience July 2005 - Present
Job Financial Advisor at Raymond James. CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Raymond James Financial Inc.   July 2005 - Present
The Vanguard Group  August 2000 - July 2005
John Q's Steakhouse   January 1995 - July 2000

Skills
Securities, Retirement Planning, Wealth Management, Investments, Series 63, Series 7, Mutual Funds, 401k, Insurance, Asset Managment

Education
CERTIFIED FINANCIAL PLANNER™   2002 — 2004

Indiana University of Pennsylvania   1990 — 1994
Bachelor's degree, Human Resources Management/Personnel Administration, General

Mentor High School   1987 — 1989

Sanjay Arora, CFA Sanjay Arora, CFA Greater New York City Area Details
Sanjay Arora, CFA's Raymond James Financial Inc. Experience February 2012 - Present
Job Managing Director: Fixed Income Capital Markets.
Industry Capital Markets
Experience
Raymond James Financial Inc.   February 2012 - Present
Morgan Keegan & Co  October 2001 - January 2012
Privately Owned Investment Company in Bahrain   March 1995 - September 2001
Landmark Group  September 1994 - February 1995
Price Waterhouse Coopers  November 1991 - August 1994
Sharp & Tannan Associates   August 1988 - August 1991

Education
CFA   1999 — 2001
CFA Charterholder

The Institute of Chartered Accountants of India   1988 — 1991
ACA

Institute of Cost and Work Accountants of India   1988 — 1991
GICWA

The Institute of Chartered Accountants of India   1989 — 1990
Software Diploma

Juergen Dittgen Juergen Dittgen Greater New York City Area Details
Juergen Dittgen's Raymond James Financial Inc. Experience October 2013 - Present
Job SVP Wealth Management Technology at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   October 2013 - Present
Informa Investment Solutions  November 2009 - October 2013
NorthStar Systems Intl. Inc.   February 2004 - November 2009
Goldman Sachs  June 1992 - February 2004
Andersen Consulting  August 1990 - June 1992
IBM  1984 - 1986

Skills
Portfolio Management, Wealth Management, Product Management, Asset Managment, Start-ups, Hedge Funds, Financial Modeling, Equities, Capital Markets, Fixed Income, Asset Management, SaaS, Business Development, Strategic Planning, Financial Services, Trading Systems, Business Analysis, Market Data, Executive Management, Financial Markets, Venture Capital, Risk Management, Alternative Investments, Private Equity, Asset Allocation, Strategy, Mutual Funds

Education
Karlsruhe Institute of Technology (KIT)   1986 — 1990
Masters, Computer Science, Business Administration

Edward Eubank Edward Eubank Greater Detroit Area Details
Edward Eubank's Raymond James Financial Inc. Experience May 2014 - Present
Job Branch Operations Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   May 2014 - Present
Raymond James Financial Inc.   July 2013 - May 2014
Raymond James Financial Inc.   December 2010 - July 2013
Ameriprise Financial, Inc.   August 2010 - December 2010
Ameriprise Advisor Services, Inc.   April 2000 - January 2010
H & R Block Financial Advisors, Inc.   April 2000 - May 2004

Skills
Options, Alternative Investments, Asset Allocation, Investment Advisory, Management, Training, Series 7, Securities, Mutual Funds, Series 63, Investments, Currency, Sales, Wealth Management, Equities, FINRA Series 7, 65, 24,...

Education
Lawrence Technological University   1994 — 2000
Business/Accounting

Regulatory

Suzi Fiorini Suzi Fiorini Saint Petersburg, Florida Details
Suzi Fiorini's Raymond James Financial Inc. Experience BakerNuvrei Patisserie2009 - 2010
Job :)
Industry Financial Services
Experience
Raymond James Financial Inc.   BakerNuvrei Patisserie2009 - 2010
Raymond James Financial  June 1993 - June 2008

Skills
Capital Markets, Trading, Equities, Wealth Management, Portfolio Management, Investments, Financial Markets, Strategic Financial..., Series 63, Risk Management, Equity Trading, Series 7, Alternative Investments, Financial Analysis, Finance, Asset Management, Derivatives, Fixed Income, Securities, Financial Modeling, Bloomberg, Hedge Funds, Asset Allocation, Business Analysis, Asset Managment, Valuation, Equity Research

Education
Le Moyne College

Le Cordon Bleu at Western Culinary Institute   2008 — 2009
Patisserie and Baking

Will Hudson Will Hudson Greater Memphis Area Details
Will Hudson's Raymond James Financial Inc. Experience May 2000 - Present
Job Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   May 2000 - Present
International Paper  November 1998 - August 1999

Skills
Portfolio Management, Series 7, Investments, Financial Modeling, Capital Markets, Fixed Income, Risk Management, Loans, Trading, Credit, Financial Analysis, Asset Managment, Banking, Securities, Credit Analysis, Valuation, Series 63, Equities, Insurance, Wealth Management, Financial Services, Credit Risk, Finance, Bonds, Mortgage Lending, Financial Advisory, Derivatives, Alternative Investments, Investment Strategies, Structured Products, Small Business Lending, Securitization, Hedging, Real Estate Economics

Education
The University of Memphis   2003 — 2006
Masters, Business Administration

International Christian University   1999 — 2000
Bachelors, Japanese

University of Tennessee-Knoxville   1995 — 2000
Bachelors, Finance, Japanese, and International Business

Stephanie Lom Stephanie Lom Greater New York City Area Details
Stephanie Lom's Raymond James Financial Inc. Experience February 2013 - Present
Job Vice President, Public Finance at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc.   February 2013 - Present
Raymond James & Associates, Inc   July 2009 - February 2013
Raymond James  June 2006 - July 2009

Skills
Series 63, Series 7

Education
Lehigh University - College of Business and Economics   2002 — 2006

Cindi Picou Cindi Picou Beaumont/Port Arthur, Texas Area Details
Cindi Picou's Raymond James Financial Inc. Experience July 2006 - Present
Job Client Service Associate at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Inc.   July 2006 - Present
Cavett, Turner & Wyble   July 2006 - April 2012
Carter & Company  April 1991 - January 2003
The Interior   1989 - 1990

Skills
Microsoft Office, Excel, Customer Service, Administrative Support, Scheduling, Administrative..., Process Scheduler, Microsoft Excel, Accounting, Nonprofits, Microsoft Word, Accounts Receivable, Accounts Payable, Research, Outlook, Leadership, Team Building, Event Planning, System Administration, Public Speaking, Financial Analysis, Data Entry, Budgets, Construction, Editing, Social Networking, Training, Supervisory Skills, Office Management, Fundraising

Education
Lamar University   1979 — 1986
BS, Interior Design, Art

Vidor High School   1976 — 1979

Rebecca L. Jackson Rebecca L. Jackson Greater Nashville Area Details
Rebecca L. Jackson's Raymond James Financial Inc. Experience February 2008 - July 2012
Job Assistant Billing Manager at Pillsbury Winthrop Shaw Pittman LLP
Industry Financial Services
Experience
Pillsbury Winthrop Shaw Pittman LLP  July 2012 - Present
Raymond James Financial Inc.   February 2008 - July 2012
Morton & Germany, PLLC   September 2005 - February 2008
Mendelson Law Firm  January 2005 - September 2005

Skills
Accounting, Microsoft Excel, Spreadsheets, Account Reconciliation, Courts, Outlook, Microsoft Office, Microsoft Word, Financial Analysis, Leadership, Research, Financial Accounting, Billing Systems, Client Billing, Electronic billing, TyMetrix, CounselLink, Sharedoc, Datacert, Collaborati, Microsoft Access, Serengeti, LSS, EBillingHub

Education
Lipscomb University   2014 — 2015
M.Acc., Accountancy, Taxation

The University of Memphis   2009 — 2012
Master of Science (M.S.), Accountancy, Taxation

Rhodes College   2000 — 2004
Bachelor of Arts (B.A.), Political Science

Martin Luther King, Jr. Magnet High School   1995 — 2000
Honors Diploma

Andrew Semjen Andrew Semjen Greater Boston Area Details
Andrew Semjen's Raymond James Financial Inc. Experience January 2003 - Present
Job Branch Manager at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc.   January 2003 - Present

Skills
Strategic Financial..., Investment Advisory, Financial Services, Risk Management, Investment Portfolio, Retirement Planning, Retirement Plan..., Qualified Retirement...

Education
LIU Post   1984 — 1986

Arun Kotte Arun Kotte Greater Memphis Area Details
Arun Kotte's Raymond James Financial Inc. Experience December 2008 - Present
Job Senior Software Developer at Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial Inc.   December 2008 - Present
Verified Person Inc.   January 2008 - December 2008
DPC Inc.   September 2003 - January 2008

Skills
Microsoft SQL Server, ASP.NET, C#, VB.NET, SSIS, SSRS, Software Development, Java, JavaScript, Business Intelligence, SDLC, Crystal Reports, Software Design, jQuery, .NET, Financial Reporting, DotNetNuke, Telerik, T-SQL, Web Services, Requirements Analysis, XML, SOA, Integration, SSAS, Fixed Income, Fixed Income Portfolio..., Solution Architecture, Supervisory Skills, Business Analysis, LINQ, ASP.NET Web API, AngularJS, Entity Framework, Oracle, Software Design Patterns, Fixed Income Analysis

Education
The University of Memphis   2000 — 2003
MS, Electrical and Computer Engineering

Jawaharlal Nehru Technological University   1995 — 1999
BS, Electrical and Electronics Engineering

Pamela Ranney Pamela Ranney Tampa/St. Petersburg, Florida Area Details
Pamela Ranney's Raymond James Financial Inc. Experience
Job AML Compliance Specialist at Raymond James Financial Inc.
Industry Accounting
Experience
Raymond James Financial Inc.  

Skills
Estate Planning, Accounting, Tax Preparation, Tax, Income Tax, Estate Tax Planning, Auditing

Education
National University   1977 — 1979

Keller Graduate School of Management of DeVry University
Accounting

Danette Szakaly Danette Szakaly Tampa/St. Petersburg, Florida Area Details
Danette Szakaly's Raymond James Financial Inc. Experience July 2006 - June 2013
Job Revenue Management at Tui Marine
Industry Leisure, Travel & Tourism
Experience
Tui Marine  February 2014 - Present
Raymond James Financial Inc.   July 2006 - June 2013
Raymond James Financial Inc.   March 2005 - July 2006
Edward Jones  2003 - 2004
Public School Systems  2000 - 2003

Skills
Series 7, Series 63, Mutual Funds, Investment Advisory, Securities, Investments, Asset Allocation, Investment Strategies, Analysis, Portfolio Management, Life Insurance, Microsoft Excel, Process Improvement, Financial Services, Due Diligence, Fixed Income

Education
University of Florida - Warrington College of Business Administration   2009 — 2011
MBA

Kutztown University of Pennsylvania   1998 — 2000
BS, Education

Dennette Anderson, MBA, MSIS Dennette Anderson, MBA, MSIS Greater Detroit Area Details
Dennette Anderson, MBA, MSIS's Raymond James Financial Inc. Experience November 2012 - Present
Job Business Specialist & Financial Associate
Industry Financial Services
Experience
Raymond James Financial Inc.   November 2012 - Present
Verizon Wireless, Inc.   January 2011 - June 2012
Verizon Wireless, Inc.   2010 - 2011
Verizon Wireless, Inc.   January 2009 - January 2010
PJ Utica, LLC   April 2007 - December 2008
Nedelman Gloetzner, PLLC   December 2004 - December 2007

Skills
Research, Project Management, Business Analysis, Data Analysis, Microsoft Office, Business Development, Six Sigma, Troubleshooting, Public Speaking, Technical Support, Human Resources, Problem Solving, Information Technology, Information Systems, Negotiation, Analytical Skills, Billing Systems, Online Research, Technical Analysis, Issue Resolution, Critical Thinking, Critique, Proofreading, Client Advocacy, Blackberry, Mobile Applications, Customer Service, Team Building, Budgets, Networking, Lean Tools, Green Belt, Lean Thinking, Highly Detailed, Smartphones, Android, Internet research, Knowledge Base, Technology, Client Liaison, analytical

Education
Lawrence Technological University
Master of Arts in Business Administration (MBA), Business Administration (Management)

Lawrence Technological University
Master of Science in Information Systems, Management of Technology

Michigan State University
Bachelor of Arts, English

Carol Corneby Carol Corneby Washington D.C. Metro Area Details
Carol Corneby's Raymond James Financial Inc. Experience 1998 - 2000
Job Managing Partner, CoFounder at UbiquityWave
Industry Information Services
Experience
UbiquityWave   July 2013 - Present
Microsoft  July 2013 - February 2015
AARP  November 2011 - July 2012
Microsoft  February 2010 - January 2011
Watson Wyatt Worldwide  November 2006 - December 2010
Watson Wyatt  November 2006 - December 2009
Raymond James Financial Inc.   1998 - 2000
Raymond James Financial Inc.   1998 - 2000

Skills
Knowledge Management, Management Consulting, Enterprise Content..., ASP.NET, Software Project..., SDLC, Document Management, Business Intelligence, Information Management, Enterprise Software, IIS, SharePoint, Business Analysis, Visio, Business Process..., JavaScript, Change Management, Data Analysis, Enterprise Architecture, SaaS, Strategy, Program Management, IT Management, Requirements Gathering, Databases, Cloud Computing, Windows Server, Project Management, Vendor Management, Integration, Visual Studio, Requirements Analysis, Microsoft SQL Server, Analysis, Disaster Recovery, ITIL, SOA, Web Services, Governance, .NET, Management, SQL, Solution Architecture, IT Strategy, Process Improvement, Agile Methodologies, Software Development, C#, XML, Active Directory

Education
Kent State University

Pam Porter Pam Porter Greensboro/Winston-Salem, North Carolina Area Details
Pam Porter's Raymond James Financial Inc. Experience January 1997 - May 1999
Job Director, Business Support at United Guaranty Corporation
Industry Information Technology and Services
Experience
United Guaranty Corporation  February 2012 - Present
United Guaranty Corporation  December 2010 - May 2012
United Guaranty Corporation  June 2006 - February 2009
Norwich University  January 2005 - May 2006
ValueOptions, Inc  April 2004 - October 2004
Fundamental Business Solutions, Inc. (S-Corp)   August 2000 - April 2004
Anderson Consulting (Accenture)   May 1999 - August 2000
Raymond James Financial Inc.   January 1997 - May 1999
RSR GROUP  1995 - 1997

Skills
Visio, SharePoint, SQL, Technical Writing, Lotus Notes, Visual Basic, Change Management, Proposal Writing, Database Administration, HTML, Quality Control, PowerPoint, Outlook, Relational Databases, QuickBooks

Education
Liberty University   2005 — 2007
Master of Arts, Human Relations

University of Alabama   1988 — 1992
Bachelor of Science, Commerce & Business Administration; Accounting

Timothy Herburger Timothy Herburger Greater Memphis Area Details
Timothy Herburger's Raymond James Financial Inc. Experience March 2011 - June 2013
Job Vice President, Municipal Fixed Income Sales at SunTrust Robinson Humphrey | Open to Professional Networking
Industry Financial Services
Experience
SunTrust Robinson Humphrey  October 2013 - Present
Raymond James Financial Inc.   March 2011 - June 2013
Raymond James Financial Inc.   March 2003 - June 2013
New Memphis Institute  August 2004 - July 2005
Citigroup Global Markets  July 1997 - March 2003
Lafayette College  August 1995 - May 1997
Lafayette College  August 1995 - May 1996
William E. Simon & Sons, Inc.   1994 - 1996

Skills
Bonds, Securities, Series 63, Series 7, Fixed Income, Investments, Capital Markets, Structured Products, Investment Banking, Microsoft Excel, Options, Structured Finance, Portfolio Management, Financial Structuring, Finance, Underwriting, Trading, Best Practices, Bloomberg, FINRA, Municipal Bonds, Expert Witness, Public Finance, Credit Enhancement, Tax-exempt, Industrial Revenue Bonds, Asset-backed..., Commercial Paper, 144A, Money Market Funds, Certificates of Deposit, ABCP, Conduit, Interest Rate Hedging, Local Government Finance, Trading Systems, Databases, Team Leadership, Communication, Articulate Communicator, Writing, Editing, Project Management, Presentations, Written & Oral..., Public Speaking, Employee Training, Money Market, Anti Money Laundering, Fraud Detection

Education
Lafayette College   1993 — 1997
1997, English, Economics

Newark Academy   1987 — 1993
High School, H.S. Diploma

The Buckley School   1990 — 1991
High School

John Veith John Veith Tampa/St. Petersburg, Florida Area Details
John Veith's Raymond James Financial Inc. Experience August 2012 - Present
Job Assistant to the Chairman at Raymond James Financial Inc.
Industry Management Consulting
Experience
Raymond James Financial Inc.   August 2012 - Present
Raymond James Financial, Inc.   May 2011 - August 2011
The Blackstone Group  December 2005 - August 2010
Bear Stearns  June 2005 - December 2005

Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Equities, Capital Markets

Education
University of Virginia - Darden Graduate School of Business Administration   2010 — 2012
MBA

Indiana University - Kelley School of Business   2001 — 2005
B.S., Finance

Martin Link Martin Link Greater Detroit Area Details
Martin Link's Raymond James Financial Inc. Experience Plan AdministratorApplied Plan AdministratorsJanuary 2001 - September 2009
Job Corporate Actions Associate III at Raymond James Financial Inc.
Industry Accounting
Experience
Raymond James Financial Inc.   Plan AdministratorApplied Plan AdministratorsJanuary 2001 - September 2009

Education
Lake Superior State University   1991 — 1994
Associate, Office Administration

Kelly Duryea Kelly Duryea Tampa/St. Petersburg, Florida Area Details
Kelly Duryea's Raymond James Financial Inc. Experience June 2015 - Present
Job SupervisorClient Reporting at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc.   June 2015 - Present
Raymond James Financial Inc.   June 2014 - June 2015
Raymond James Financial Inc.   April 2012 - June 2014
Raymond James Financial Inc.   November 2007 - April 2012
State Farm Bank  November 2005 - October 2007
CEFCU  December 2004 - November 2005
CEFCU  April 2001 - December 2004

Skills
Customer Service, Outlook, Microsoft Excel, PowerPoint, Banking, Microsoft Office, Credit, Loans, Securities, Cost Basis, Insurance, Investments, Finance, Strategic Financial..., Leadership, Analysis, Visio, Mutual Funds, Access, Series 7, Risk Management, Accounting, Financial Services, Cash Management, Bloomberg, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Business Analysis, Financial Modeling, Asset Management, Equities, Life Insurance, Valuation, Credit Analysis, Trading, Corporate Finance, Employee Benefits, Commercial Banking, Underwriting, Retail Banking, Treasury Management, Process Improvement, Loan Origination

Education
Illinois State University   2000 — 2004
Bachelors of Science, Finance & Economics

Martin Alwin Martin Alwin Greater Chicago Area Details
Martin Alwin's Raymond James Financial Inc. Experience April 2011 - April 2013
Job Vice President at River Branch Capital
Industry Investment Banking
Experience
River Branch Capital   April 2013 - Present
Raymond James Financial Inc.   April 2011 - April 2013
Howe Barnes Hoefer & Arnett  June 2007 - July 2012

Education
The University of Chicago - Booth School of Business   2012 — 2015
Master of Business Administration (MBA)

Lawrence University   2003 — 2007
B.A., Economics

Michael Moten Michael Moten Franklin, Tennessee Details
Michael Moten's Raymond James Financial Inc. Experience December 2012 - September 2013
Job Security Investigator/Information Security at Nissan Motor Corporation
Industry Information Technology and Services
Experience
Nissan Motor Corporation  2013 - Present
Raymond James Financial Inc.   December 2012 - September 2013
CrossTech Solutions   May 2008 - December 2012
Interstate Blood Bank Chicago   2008 - December 2012

Skills
Certified Ethical Hacker, Management Consulting, Consulting, Software Project..., Security, Vulnerability Management, Vulnerability Assessment, Penetration Testing, Vulnerability Scanning, Information Security..., Information Security, Nessus

Education
Keller Graduate School of Management of DeVry University   2009 — 2011
Master's Degree, Management Information System

Lambuth University   2006 — 2008
Bachelor of Science (BS), Mathematics and Computer Science

The University of Memphis

Juli Steinocher Juli Steinocher Tampa/St. Petersburg, Florida Area Details
Juli Steinocher's Raymond James Financial Inc. Experience 1992 - 1997
Job President at mindbodylab.com
Industry Health, Wellness and Fitness
Experience
mindbodylab   August 2006 - Present
Cox Target Media  1997 - 2001
Raymond James Financial Inc.   1992 - 1997
NCR Corporation  1988 - 1992
Creative Enterprises  1980 - 1987
Indianapolis Motor Speedway  January 1984 - May 1984

Skills
Public Speaking, Small Business, Wellness, Coaching, Nutrition, Meditation, Pain Management, Non-profits, Leadership Development, Team Building, Personal Development, Energy Healing, Executive Coaching, Mental Health, Program Development, Social Networking, Stress Management, Wellness Coaching, Reiki, Leadership, Psychotherapy, Therapeutic Massage, Nonprofits, Emotional Intelligence, Motivational Speaking, Chronic Illness, Supplements, Hypnotherapy, Treatment, Teaching, Healthcare, Lifestyle, Nutritional Counseling, Lifestyle Coaching, Event Planning, Community Outreach, Personal Training, Alternative Medicine, Healing, Holistic Health, Relaxation, Entrepreneurship, Fundraising, Workshop Facilitation, Stress, Self-esteem, Wellbeing, Fitness

Education
University of South Florida   1999 — 2001
MA, Counselor Education

Indiana University - Kelley School of Business   1983 — 1987
BS, Marketing

Krishna Prasad Mudiraj Krishna Prasad Mudiraj Tampa/St. Petersburg, Florida Area Details
Krishna Prasad Mudiraj's Raymond James Financial Inc. Experience October 2014 - Present
Job Application Developer at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc.   October 2014 - Present
Jackson  March 2014 - October 2014
Compuware  July 2011 - March 2014
Polytechnic Institute of New York University  February 2010 - July 2011
Polytechnic Institute of New York University  August 2009 - December 2009
Cognizant Technology Solutions  November 2007 - June 2009

Skills
Oracle SOA Suite, Oracle BPEL, Weblogic, XML, Java, C, Data Structures, SOAP, JSP, Oracle, SQL, Eclipse, JDeveloper, HTML + CSS, JavaScript, JDBC, Struts2, Struts, Tomcat, Algorithm Design, Perl, MySQL, RAD, WebSphere Application..., Ubuntu, Java Enterprise Edition, Android Development, Unix, Agile Methodologies, Servlets, Software Development, HTML, Websphere, Web Applications, UML, REST, Design Patterns, OOP, Subversion, EJB, JPA, JSON, JAXB, JNDI, Linux, JUnit, Spring, Android, RESTful WebServices, Web Services

Education
Polytechnic Institute of New York University   2009 — 2011
M.S.

Jawaharlal Nehru Technological University   2003 — 2007
Bachelor of Technology (B.Tech.)

Som Pilla Som Pilla Greater Memphis Area Details
Som Pilla's Raymond James Financial Inc. Experience June 2012 - Present
Job Vice President, Fixed Income Technology
Industry Information Technology and Services
Experience
Raymond James Financial Inc.   June 2012 - Present
FedEx Techconnect  November 2011 - May 2012
Raymond James Financial, Inc.   March 2010 - October 2011
University of Memphis  August 2008 - December 2009
Infosys  July 2007 - July 2008

Skills
AngularJS, Microsoft SQL Server, .NET, C#, SDLC, SQL, Visual Studio, jQuery, JavaScript, Java, Web Services, TFS, Requirements Analysis, Business Analysis, ASP.NET MVC, CSS, Entity Framework, SSIS, Testing, Project Management, JSON, LINQ, Algorithms, Data Structures, Web Applications, SignalR, Bootstrap, Git, GruntJS

Education
The University of Memphis   2013 — 2016
Master of Business Administration (MBA)

The University of Memphis   2008 — 2010
Masters

Jawaharlal Nehru Technological University   2003 — 2007
Bachelor Of Technology

Pamela Marler Pamela Marler Greater Atlanta Area Details
Pamela Marler's Raymond James Financial Inc. Experience August 2013 - December 2013
Job Registered FINRA Representive
Industry Financial Services
Experience
SunTrust Robinson Humphrey  April 2014 - Present
Raymond James Financial Inc.   August 2013 - December 2013
International Assets Advisory  January 2013 - July 2013
Wells Real Estate Funds  March 2003 - July 2012
Lesense Capital Management   October 2000 - January 2003
Morgan Keegan  March 1993 - January 2000
SunTrust Bank  March 1992 - March 1993
First American Bank  November 1988 - March 1992
Bank South  November 1984 - October 1988

Skills
Asset Managment, Portfolio Management, Financial Analysis, Securities, Equities

Education
Kennesaw State University   1976 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General

American Banking Association   1985 — 1988
AIB General Banking Degree, General Banking

Anthony D'Ambrosio Anthony D'Ambrosio Greater New York City Area Details
Anthony D'Ambrosio's Raymond James Financial Inc. Experience December 1990 - May 1992
Job Wealth Advisor UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management  July 2007 - Present
Morgan Stanley  May 1994 - July 2007
Prudential Financial  May 1992 - May 1994
Raymond James Financial Inc.   December 1990 - May 1992
Drexel Burnham Lambert  October 1989 - December 1990

Education
Iona College   1986 — 1989
Bachelors, Finance

Elizabeth Seton University   1985 — 1986
economics

Harrison High School   1981 — 1985

Joe Bynum Joe Bynum Anniston, Alabama Area Details
Joe Bynum's Raymond James Financial Inc. Experience 2003 - Present
Job Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   2003 - Present
Edward Jones  February 1992 - October 2003

Skills
Series 63, Investments, IRAs, Retirement Planning, Estate Planning, Strategic Financial..., Loans, Commercial Lending, Investment Advisory, Wealth Management, Retirement, Asset Allocation, Fixed Annuities, Mutual Funds, Financial Modeling, Banking, Financial Analysis

Education
Jacksonville State University   1969 — 1973
B.S., Economics

stephen r kincaid stephen r kincaid Birmingham, Alabama Area Details
stephen r kincaid's Raymond James Financial Inc. Experience November 2010 - Present
Job Managing Director at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc.   November 2010 - Present
BBVA Compass Bank  1975 - 2010

Skills
Portfolio Management, Investments, Capital Markets, Series 7, Investment Banking, Equities, Fixed Income, Wealth Management, Banking, Asset Management, Financial Modeling, Valuation, Series 63, Securities, Alternative Investments

Education
Jacksonville State University   1970 — 1974
Bachelor of Science (BS), Economics

Jacksonville State University
Bachelor of Science (BS), Marketing /Economics

Bryan Lewis Bryan Lewis Washington D.C. Metro Area Details
Bryan Lewis's Raymond James Financial Inc. Experience June 2004 - March 2006
Job Sr. Sales Professional at sanofiaventis
Industry Pharmaceuticals
Experience
sanofi-aventis  January 2014 - Present
sanofi  January 2011 - December 2013
Sanofi  January 2007 - December 2010
Raymond James Financial Inc.   June 2004 - March 2006

Skills
Account Management, Cardiology, Cold Calling, Competitive Analysis, Diabetes, Direct Sales, Endocrinology, Managed Care, Negotiation, Neurology, New Business Development, Pharmaceutical Industry, Pharmaceutical Sales, Marketing, Sales, Sales Effectiveness, Sales Force Development, Rheumatology, Sales Management, Sales Operations, Sales Presentations, Urology, Hospital Sales, Product Launch, Pulmonology

Education
James Madison University   1986 — 1991
BA, Marketing

Matthew Schultz Matthew Schultz Houston, Texas Details
Matthew Schultz's Raymond James Financial Inc. Experience August 2013 - September 2014
Job Associate Energy Investment Banking at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   September 2014 - Present
Raymond James Financial Inc.   August 2013 - September 2014
LaSalle St. Securities  January 2008 - April 2011
Texas Instruments  January 2002 - June 2002

Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Portfolio Management, Investments, Valuation, Corporate Finance, Asset Management, Finance, Equities, Risk Management, Capital Markets, Due Diligence, Business Valuation, Options

Education
Darden Graduate School of Business Administration   2011 — 2013
MBA

Indiana University Bloomington   2003 — 2007
BS, Finance

Kerry Borosh Kerry Borosh Tampa/St. Petersburg, Florida Area Details
Kerry Borosh's Raymond James Financial Inc. Experience 1999 - 2002
Job SBA Business Development Officer at Fidelity Bank
Industry Real Estate
Experience
Fidelity Bank  December 2014 - Present
Homebanc  August 2013 - December 2014
Hancock Bank  2013 - 2013
Seaside National Bank & Trust  2012 - 2013
medpark development   2004 - 2012
Southern Exchange Bank N A   2002 - 2003
Southern Exchange Bank N A   2002 - 2003
Raymond James Financial Inc.   1999 - 2002
SouthTrust  1995 - 1999
Bank of America/Nationsbank/NCNB   1987 - 1995

Skills
Commercial Property..., Real Estate Development, Real Estate Analysis..., Real Estate Financing, Site Selection, Real Estate Investment, Underwriting, Real Estate, Real Estate Finance, Real Estate Transactions, Real Estate Negotiation, Investment Properties, Dispositions, Corporate Real Estate, Loans, Leases, Short Sales, Lease Administration, Land Acquisition, Rentals, Credit Analysis, Credit, Entitlements, Brokerage, REO, Appraisals, Asset Management, Commercial Real Estate, Disposition, Finance, Location Intelligence, Property Management, Real Estate Economics, Tenant

Education
Indiana University - Kelley School of Business   1982 — 1986
BS, Finance

Kyle Gunnison Kyle Gunnison Houston, Texas Details
Kyle Gunnison's Raymond James Financial Inc. Experience July 2014 - Present
Job Senior Associate at Raymond James, Energy Investment Banking
Industry Banking
Experience
Raymond James Financial Inc.   July 2014 - Present
Jefferies & Company  May 2013 - August 2013
PricewaterhouseCoopers  September 2008 - July 2012

Education
The University of Texas at Austin   2012 — 2014
Master of Business Administration (MBA)

Lehigh University   2004 — 2008
B.S., Accounting, Finance

Anthony Matinale, Esq. Anthony Matinale, Esq. Greater New York City Area Details
Anthony Matinale, Esq.'s Raymond James Financial Inc. Experience February 2007 - December 2010
Job Associate General Counsel at The Wavecrest Management Team, Ltd.
Industry Legal Services
Experience
The Wavecrest Management Team, Ltd.   May 2012 - Present
Nassau/Suffolk Law Services Committee, Inc   September 2011 - November 2011
Cohen & Perfetto LLP   May 2011 - September 2011
Raymond James Financial, Inc  February 2007 - December 2010
Gutman, Mintz, Baker, & Sonnenfeldt, P.C.   June 2010 - August 2010

Education
Touro College Jacob D. Fuchsberg Law Center, Central   2009 — 2012
Juris Doctor

Long Island University, C.W. Post Campus   2009 — 2012
Master, Business Administration

St. John's University   2004 — 2008
Bachelor of Science, Finance

Chris Latta Chris Latta Anniston, Alabama Area Details
Chris Latta's Raymond James Financial Inc. Experience January 2002 - Present
Job VP & CFO at Farmers and Merchants Bank
Industry Banking
Experience
Farmers & Merchants Bank, AL   January 2002 - Present
Raymond James Financial Inc.   January 2002 - Present

Skills
Banking, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Loans, Portfolio Management, Retail Banking, Small Business Lending, Strategic Financial...

Education
Samford University   1999 — 2001
MBA, General Business

Jacksonville State University   1995 — 1999
Bachelors, Finance

Jayanthi Nagarajan Jayanthi Nagarajan Tampa/St. Petersburg, Florida Area Details
Jayanthi Nagarajan's Raymond James Financial Inc. Experience August 2012 - February 2013
Job QA Analyst at Raymond James Financials
Industry Information Technology and Services
Experience
Raymond James Financial Inc.   August 2012 - February 2013
ADP  2011 - 2012
Broadridge Financial Solutions  2006 - 2008
Verizon Wireless  2005 - 2006
iNautix Technologies  2001 - 2005

Education
Keller Graduate School of Management of DeVry University   2008 — 2011
Master of Business Administration (M.B.A.), Project management, 4.0

Mepco   1997 — 2001
Bachelors of Engineering, Electrical and Electronics Engineering, 3.8

Kathleen Johanson Kathleen Johanson Greater New York City Area Details
Kathleen Johanson's Raymond James Financial Inc. Experience February 2013 - Present
Job First Vice President at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.   February 2013 - Present
Raymond James Morgan Keegan  April 2012 - February 2013
Morgan Keegan  May 2000 - April 2012
Suntrust Equitable Securities  June 1999 - April 2000
ABN AMRO, Incorporated  April 1995 - June 1999
Morgan Keegan  April 1989 - April 1995

Skills
Series 7, Equities, Securities, Series 63, Fixed Income, Mutual Funds, Investments, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Capital Markets, Alternative Investments, Banking, Bonds, FINRA, Investment Banking, Relationship Management, Series 24, Valuation, Trading Systems, Trading

Education
Iona College   1985 — 1991
M.B.A, Financial Management

SUNY Oneonta   1979 — 1983
B.S., Business-Economics

Ashley Clem Walker Ashley Clem Walker Greater Memphis Area Details
Ashley Clem Walker's Raymond James Financial Inc. Experience April 2012 - Present
Job Senior Auditor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   April 2012 - Present
Regions Financial Corporation  June 2010 - July 2012
Regions Financial Corporation  April 2009 - June 2010
Regions Financial Corporation  August 2007 - April 2009
Regions Financial Corporation  June 2007 - August 2007

Skills
Auditing, Internal Audit, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Accounting, Financial Reporting, Microsoft Word, Microsoft Excel, Microsoft Outlook, Certified Financial..., Visio, Audit Command Language, Project Management, Broker dealer..., Capital Markets, Regulatory Reporting

Education
The University of Memphis   2009 — 2010
Master of Business Administration

Lambuth University   2003 — 2007
Bachelor of Business Administration, Accounting

christopher schaeffer christopher schaeffer Indianapolis, Indiana Area Details
christopher schaeffer's Raymond James Financial Inc. Experience December 1996 - May 2001
Job private client equity manager
Industry Financial Services
Experience
IUPUI  January 1987 - September 2009
Raymond James Financial Inc.   December 1996 - May 2001
Thomson McKinnon Securities  January 1986 - December 1996

Education
Indiana University Bloomington   1978 — 1982
BA, Economics

Gilberto De Leon Gilberto De Leon Tampa/St. Petersburg, Florida Area Details
Gilberto De Leon's Raymond James Financial Inc. Experience February 2014 - April 2015
Job Cyber Threat Analyst at The Depository Trust & Clearing Corporation
Industry Information Technology and Services
Experience
The Depository Trust & Clearing Corporation  August 2015 - Present
Security Compliance Associates  August 2015 - August 2015
The Depository Trust & Clearing Corporation  April 2015 - August 2015
Raymond James Financial Inc.   February 2014 - April 2015
Hewlett-Packard  October 2013 - January 2014
Vivjer Computers   June 2013 - October 2013
US Army  November 2004 - May 2012
US Army  November 2004 - May 2012

Skills
Security, Networking, Troubleshooting, Microsoft Office, Servers, Military, Leadership, Computer Security, Information Technology, Software Installation, Active DoD Secret..., Active Directory, Windows, Management, Disaster Recovery, Python, System Administration, CompTIA A+ Certification, PowerPoint, Outlook, Public Speaking, CompTIA, Security+, Customer Service, Analysis, Time Management, Counterintelligence, Firewalls, Microsoft Excel, Microsoft Word, HTML, Information Assurance, HUMINT, Routers, Hardware, Computer Hardware, Net+, Linux+, Research, Photoshop, Budgets, Strategic Planning, MTA Security, Access, Printers, Vulnerability Assessment, Intelligence Analysis, Computer Forensics

Education
Keiser University-Ft Lauderdale   2014 — 2016
Bachelor of Science (B.S.) Cyber forensics and Information Security

Keiser University-Ft Lauderdale   2012 — 2014
Associate of Science (A.S.) Information Techonology

Dorothy Bissell Dorothy Bissell Clearwater, Florida Details
Dorothy Bissell's Raymond James Financial Inc. Experience August 2000 - Present
Job Communicationa Analyst III at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   August 2000 - Present

Skills
Business Analysis, Financial Analysis, Vendor Management, Data Analysis, Analysis, Process Improvement, Project Management, Program Management, Team Leadership, Telecommunications, Software Documentation, Cross-functional Team..., SDLC, Access, Analytics, Business Intelligence, Business Process..., Forecasting, Visio, Business Process

Education
Keuka College
Liberal Arts and Sciences/Liberal Studies

Keith Erhardt Keith Erhardt Springfield, Massachusetts Details
Keith Erhardt's Raymond James Financial Inc. Experience November 2000 - August 2006
Job Systems Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  November 1998 - Present
Raymond James Financial Inc.   November 2000 - August 2006

Skills
Access, Software Documentation, SDLC, SharePoint, Visio, Business Analysis, Business Requirements, Disaster Recovery, Process Improvement, Insurance, Windows, Requirements Gathering, Windows 7, Microsoft Office, Customer Service, Databases, Project Management, Requirements Analysis, Microsoft Excel, Troubleshooting

Education
Montclair State University   1976 — 1980
Bachelor's degree, Office Systems Administration

Kean University   1972 — 1976
Bachelor's degree, Early Childhood Education and Teaching

Laura Godfrey Laura Godfrey Kennesaw, Georgia Details
Laura Godfrey's Raymond James Financial Inc. Experience May 2006 - Present
Job Senior Registered Service Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   May 2006 - Present
Merrill Lynch  September 2001 - May 2006

Education
Kent State University

Matthew Zander Matthew Zander Detroit, Michigan Details
Matthew Zander's Raymond James Financial Inc. Experience November 2014 - Present
Job Financial Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.   November 2014 - Present
JPMorgan Chase  April 2012 - December 2013
Quicken Loans  August 2010 - December 2011
Sterling National Mortgage  2009 - 2010

Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Refinance, FHA, Credit, Residential Mortgages, VA loans, FHA financing, Banking, Credit Analysis, Financial Analysis, Government Loans, VA Loans

Education
Michigan State University
Bachelor's Degree, Economics

Kalamazoo Valley Community College
Associate's Degree, Business Administration and Management, General

Bill Garbarino Bill Garbarino Danbury, Connecticut Details
Bill Garbarino's Raymond James Financial Inc. Experience 2005 - 2009
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors  April 2009 - Present
Lincoln Financial Advisors  April 2009 - Present
Raymond James Financial Inc.   2005 - 2009
Morgan Stanley Wealth Management  February 1999 - September 2005

Education
LIU   1977 — 1980
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services

Iona College   1967 — 1971
Bachelor of Arts (B.A.), Philosophy and Religious Studies

Jennifer Wilburn Jennifer Wilburn Macomb, Michigan Details
Jennifer Wilburn's Raymond James Financial Inc. Experience January 2015 - Present
Job IT help desk at Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial Inc.   January 2015 - Present
Technology Resource Group  March 2014 - September 2014
Stefanini  July 2013 - March 2014

Skills
Help Desk Support, Active Directory, Windows XP, Microsoft Exchange, Windows 7, Windows Server, Technical Support, Servers, Troubleshooting, VMware, VPN, DNS, Citrix, Computer Hardware

Education
Kaplan University-Davenport Campus   2009 — 2012
Bachelor of Science (B.S.), Network and System Administration/Administrator

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