Raymond James Financial Inc.
Industry: Investment banking company
DescriptionRaymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations and municipalities through its ... Headquarters: St. Petersburg, Florida, United States Number of employees: 12,700 (2017) Subsidiaries: RAYMOND JAMES & ASSOCIATES, INC., Executives: Paul Reilly (Chairman and Chief Executive Officer),
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Raymond James Financial Inc. Employees
Employee
Years
Job
Industry
Braden Eddy Braden Eddy's Raymond James Financial Inc. Experience March 2012 - April 2013
Job Business Development at Safety Management Systems
Industry Oil & Energy
Experience
Safety Management Systems January 2015 - Present
Callawassie Island June 2014 - August 2014
Safety Management Systems, LLC June 2013 - August 2013
Raymond James Financial Inc. March 2012 - April 2013
Dress Pods April 2010 - March 2013
COAST Apparel August 2011 - May 2012
Buddies Lawn Care 2008 - August 2010
Skills
Finance, Business Development, Mergers & Acquisitions, Business Planning, Investments, Leadership, Energy Industry, Public Speaking, Industrial Safety, Offshore Oil & Gas, Wealth Management, Petroleum, Downstream Oil & Gas, Microsoft Excel, Training, Social Media
Education
Louisiana State University 2010 — 2014
Bachelor's Degree, Finance (Honors Finance)
Safety Management Systems January 2015 - Present
Callawassie Island June 2014 - August 2014
Safety Management Systems, LLC June 2013 - August 2013
Raymond James Financial Inc. March 2012 - April 2013
Dress Pods April 2010 - March 2013
COAST Apparel August 2011 - May 2012
Buddies Lawn Care 2008 - August 2010
Skills
Finance, Business Development, Mergers & Acquisitions, Business Planning, Investments, Leadership, Energy Industry, Public Speaking, Industrial Safety, Offshore Oil & Gas, Wealth Management, Petroleum, Downstream Oil & Gas, Microsoft Excel, Training, Social Media
Education
Louisiana State University 2010 — 2014
Bachelor's Degree, Finance (Honors Finance)
Christina Ashmore Christina Ashmore's Raymond James Financial Inc. Experience February 2013 - Present
Job Municipal Desk Analyst at Raymond James & Associates
Industry Investment Management
Experience
Eagle Asset Management June 2015 - Present
Raymond James Financial Inc. February 2013 - Present
Raymond James Financial Inc. November 2007 - February 2013
Raymond James Financial Inc. July 2006 - October 2006
Raymond James Financial Inc. July 2004 - July 2006
Merrill Lynch August 2002 - February 2004
Skills
Research, Finance, Financial Modeling, Series 7, Investments, Bloomberg, Securities, Financial Analysis, Fixed Income, Bonds, Financial Services, Microsoft Excel, Credit Analysis, Market Research, Microsoft Office
Education
University of South Florida 2009 — 2010
MBA, Finance and Management
Mercer University - Stetson School of Business and Economics 2002 — 2004
Bachelors, International Finance and Economics
Central High School
Eagle Asset Management June 2015 - Present
Raymond James Financial Inc. February 2013 - Present
Raymond James Financial Inc. November 2007 - February 2013
Raymond James Financial Inc. July 2006 - October 2006
Raymond James Financial Inc. July 2004 - July 2006
Merrill Lynch August 2002 - February 2004
Skills
Research, Finance, Financial Modeling, Series 7, Investments, Bloomberg, Securities, Financial Analysis, Fixed Income, Bonds, Financial Services, Microsoft Excel, Credit Analysis, Market Research, Microsoft Office
Education
University of South Florida 2009 — 2010
MBA, Finance and Management
Mercer University - Stetson School of Business and Economics 2002 — 2004
Bachelors, International Finance and Economics
Central High School
Laurie Emma Gizzi's Raymond James Financial Inc. Experience September 2007 - February 2010
Job Registered Client Associate Assistant Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2010 - Present
Raymond James Financial Inc. September 2007 - February 2010
Coastal Federal Bank June 2006 - August 2007
Education
Marywood University 1991 — 1995
Bachelor of Science (B.S.), Biology, General
Wells Fargo Advisors February 2010 - Present
Raymond James Financial Inc. September 2007 - February 2010
Coastal Federal Bank June 2006 - August 2007
Education
Marywood University 1991 — 1995
Bachelor of Science (B.S.), Biology, General
Cassey Jung Cassey Jung's Raymond James Financial Inc. Experience May 2008 - August 2010
Job Fundraising and Engagement
Industry Nonprofit Organization Management
Experience
Canadian Cancer Society May 2014 - June 2014
Hope Street Real Estate Corporation January 2014 - April 2014
Bouclair July 2011 - December 2013
Raymond James Financial Inc. May 2008 - August 2010
Skills
Microsoft Office, Research, Social Media, Microsoft Excel, PowerPoint, Event Management, Microsoft Word, Art, Planograms, Training, New Store Openings
Education
Mount Royal University 2012 — 2013
Certificate in Residential Interior Decorating, Interior Decorating
University of Alberta 2006 — 2010
Bachelor of Arts (B.A.), Art History
Springbank Community High School 2003 — 2006
Canadian Cancer Society May 2014 - June 2014
Hope Street Real Estate Corporation January 2014 - April 2014
Bouclair July 2011 - December 2013
Raymond James Financial Inc. May 2008 - August 2010
Skills
Microsoft Office, Research, Social Media, Microsoft Excel, PowerPoint, Event Management, Microsoft Word, Art, Planograms, Training, New Store Openings
Education
Mount Royal University 2012 — 2013
Certificate in Residential Interior Decorating, Interior Decorating
University of Alberta 2006 — 2010
Bachelor of Arts (B.A.), Art History
Springbank Community High School 2003 — 2006
Randin Bernosky's Raymond James Financial Inc. Experience 2004 - 2005
Job Operations Management at International Ship Management
Industry Transportation/Trucking/Railroad
Experience
International Ship Management September 2005 - Present
Raymond James Financial Inc. 2004 - 2005
HSBC 2003 - 2004
IBM - AT&T 1998 - 2003
GTE Data Services 1991 - 1998
Skills
Process Improvement, Visio, Business Analysis, SDLC, Requirements Analysis, Project Management, Access, Analysis, Software Documentation, SQL, Microsoft SQL Server, Microsoft Office; Word,..., IBM Mainframe, Tandem Himalaya
Education
Mississippi State University
Certificate (55 credit hour), Broadcast/Operational Meteorology
The University of Texas at El Paso 1982 — 1986
Bachelor's Degree, Computer and Information Systems Security/Information Assurance
International Ship Management September 2005 - Present
Raymond James Financial Inc. 2004 - 2005
HSBC 2003 - 2004
IBM - AT&T 1998 - 2003
GTE Data Services 1991 - 1998
Skills
Process Improvement, Visio, Business Analysis, SDLC, Requirements Analysis, Project Management, Access, Analysis, Software Documentation, SQL, Microsoft SQL Server, Microsoft Office; Word,..., IBM Mainframe, Tandem Himalaya
Education
Mississippi State University
Certificate (55 credit hour), Broadcast/Operational Meteorology
The University of Texas at El Paso 1982 — 1986
Bachelor's Degree, Computer and Information Systems Security/Information Assurance
Antonio Grimes Antonio Grimes's Raymond James Financial Inc. Experience March 2012 - April 2013
Job Information Technology Professional
Industry Information Technology and Services
Experience
Gateway Community Health Inc. January 2014 - Present
Raymond James Financial Inc. March 2012 - April 2013
HP Enterprise Services May 2011 - February 2012
Collabera June 2010 - May 2011
Skills
Active Directory, ITIL, Windows Server, Servers, SharePoint, Windows 7, XP, Troubleshooting, VMware, Microsoft SQL Server, SQL, Operating Systems, Technical Support, Software Documentation, Help Desk Support, Disaster Recovery, System Administration, DNS, Windows, Microsoft Exchange, Networking, Hardware, Visio, Information Technology, SAN, Cisco Unified CM, Sophos Antivirus, Sophos Encryption, Sophos Firewall
Education
Michigan State University
Complete Coursework towards Bachelor's of Computer Science, Computer Science
National Institute of Technology
Technical Dipolma, Computer Technology/Computer Systems Technology
Gateway Community Health Inc. January 2014 - Present
Raymond James Financial Inc. March 2012 - April 2013
HP Enterprise Services May 2011 - February 2012
Collabera June 2010 - May 2011
Skills
Active Directory, ITIL, Windows Server, Servers, SharePoint, Windows 7, XP, Troubleshooting, VMware, Microsoft SQL Server, SQL, Operating Systems, Technical Support, Software Documentation, Help Desk Support, Disaster Recovery, System Administration, DNS, Windows, Microsoft Exchange, Networking, Hardware, Visio, Information Technology, SAN, Cisco Unified CM, Sophos Antivirus, Sophos Encryption, Sophos Firewall
Education
Michigan State University
Complete Coursework towards Bachelor's of Computer Science, Computer Science
National Institute of Technology
Technical Dipolma, Computer Technology/Computer Systems Technology
Sandra Kee Sandra Kee's Raymond James Financial Inc. Experience November 2012 - Present
Job Corporate Action Associate ll
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
Altoona Pipe & Steel Supply Company February 2005 - August 2011
Skills
Microsoft Office, Outlook, Banking, Access, Finance
Education
Mount Aloysius College 1984 — 1987
Assoc., Business/Secretarial
Raymond James Financial Inc. November 2012 - Present
Altoona Pipe & Steel Supply Company February 2005 - August 2011
Skills
Microsoft Office, Outlook, Banking, Access, Finance
Education
Mount Aloysius College 1984 — 1987
Assoc., Business/Secretarial
Vincent Davis Vincent Davis's Raymond James Financial Inc. Experience May 2005 - December 2005
Job Manager of Business Intelligence at Allstate
Industry Insurance
Experience
Allstate June 2010 - Present
Allstate February 2009 - June 2010
Allstate August 2007 - February 2009
Allstate January 2006 - August 2007
Raymond James Financial Inc. May 2005 - December 2005
Tower Hill Insurance Group March 2005 - May 2005
United States Department of Defense May 2004 - August 2004
NATO SOF Headquarters May 2001 - August 2002
Skills
Leadership, Data Science, Business Intelligence, IT Management, IT Strategy, Analytics, Computer Science, Data Warehousing, Data Analysis, Data Mining, Predictive Analytics, Management Consulting, Project Management, Business Analysis, Predictive Modeling, Database Design, SQL, T-SQL, Business Process, Data Modeling, Six Sigma, Microsoft Office, SAS, Microsoft SQL Server, Business Process..., Salesforce.com Manager
Education
Northwestern University 2013 — 2015
Master of Science (MS), Predictive Analytics
Massachusetts Institute of Technology 2010 — 2010
Executive Education in Management & Leadership, Big Data, Systems Thinking, Business Transformation through IT
American Society for Quality 2010 — 2010
Certified Six Sigma Black Belt, Quality Control / Process Improvement
University of Florida 1999 — 2004
Bachelor of Science (B.S.), Computer Engineering
Shape International School 1997 — 1999
Bad Kreuznach American High School (Germany) 1995 — 1997
Allstate June 2010 - Present
Allstate February 2009 - June 2010
Allstate August 2007 - February 2009
Allstate January 2006 - August 2007
Raymond James Financial Inc. May 2005 - December 2005
Tower Hill Insurance Group March 2005 - May 2005
United States Department of Defense May 2004 - August 2004
NATO SOF Headquarters May 2001 - August 2002
Skills
Leadership, Data Science, Business Intelligence, IT Management, IT Strategy, Analytics, Computer Science, Data Warehousing, Data Analysis, Data Mining, Predictive Analytics, Management Consulting, Project Management, Business Analysis, Predictive Modeling, Database Design, SQL, T-SQL, Business Process, Data Modeling, Six Sigma, Microsoft Office, SAS, Microsoft SQL Server, Business Process..., Salesforce.com Manager
Education
Northwestern University 2013 — 2015
Master of Science (MS), Predictive Analytics
Massachusetts Institute of Technology 2010 — 2010
Executive Education in Management & Leadership, Big Data, Systems Thinking, Business Transformation through IT
American Society for Quality 2010 — 2010
Certified Six Sigma Black Belt, Quality Control / Process Improvement
University of Florida 1999 — 2004
Bachelor of Science (B.S.), Computer Engineering
Shape International School 1997 — 1999
Bad Kreuznach American High School (Germany) 1995 — 1997
Jake Seijas Jake Seijas's Raymond James Financial Inc. Experience June 2013 - July 2013
Job Associate | Matthews Retail Advisors
Industry Commercial Real Estate
Experience
Matthews Retail Advisors April 2015 - Present
The Matthews Retail Group of Colliers International August 2014 - April 2015
Sigma Phi Epsilon Cal Chi January 2014 - December 2014
LMU MBA Program January 2012 - April 2014
Sigma Phi Epsilon Cal Chi January 2013 - December 2013
Pacific Union May 2013 - August 2013
Raymond James Financial Inc. June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Organizational..., Leadership, Social Media, Social Media Marketing
Education
Loyola Marymount University 2011 — 2015
Finance
Matthews Retail Advisors April 2015 - Present
The Matthews Retail Group of Colliers International August 2014 - April 2015
Sigma Phi Epsilon Cal Chi January 2014 - December 2014
LMU MBA Program January 2012 - April 2014
Sigma Phi Epsilon Cal Chi January 2013 - December 2013
Pacific Union May 2013 - August 2013
Raymond James Financial Inc. June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Organizational..., Leadership, Social Media, Social Media Marketing
Education
Loyola Marymount University 2011 — 2015
Finance
Alexandre Labarre Alexandre Labarre's Raymond James Financial Inc. Experience April 2012 - October 2014
Job Credit Risk Analyst at U.S. Bank
Industry Financial Services
Experience
U.S. Bank November 2014 - Present
McGee Wealth Management April 2012 - October 2014
Raymond James Financial Inc. April 2012 - October 2014
Citrix Online May 2011 - August 2011
IDD Aerospace May 2010 - August 2010
AllianceBernstein December 2006 - March 2009
Zodiac Aerospace May 2005 - July 2005
Financial Times September 2003 - December 2003
Skills
Excel Pivot, Visual Basic, Financial Accounting, Financial Analysis, Microsoft Excel, Morningstar, French, Strategic Financial..., Investments, Analysis, Mutual Funds, Wealth Management, Portfolio Management, Securities, Data Analysis, Financial Planning
Education
Middlebury Institute of International Studies at Monterey 2010 — 2011
International MBA, Accounting and Finance, 3.78
St. Mary's University 2002 — 2006
Bachelors, International Business
U.S. Bank November 2014 - Present
McGee Wealth Management April 2012 - October 2014
Raymond James Financial Inc. April 2012 - October 2014
Citrix Online May 2011 - August 2011
IDD Aerospace May 2010 - August 2010
AllianceBernstein December 2006 - March 2009
Zodiac Aerospace May 2005 - July 2005
Financial Times September 2003 - December 2003
Skills
Excel Pivot, Visual Basic, Financial Accounting, Financial Analysis, Microsoft Excel, Morningstar, French, Strategic Financial..., Investments, Analysis, Mutual Funds, Wealth Management, Portfolio Management, Securities, Data Analysis, Financial Planning
Education
Middlebury Institute of International Studies at Monterey 2010 — 2011
International MBA, Accounting and Finance, 3.78
St. Mary's University 2002 — 2006
Bachelors, International Business
Allison Ertz's Raymond James Financial Inc. Experience September 2014 - Present
Job Operations Management Specialist Retirement Plan Services at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. July 2011 - August 2014
More Than Words November 2008 - June 2011
Fresh Ink July 2006 - August 2008
Fresh Ink June 2005 - May 2006
Skills
Sales, Customer Service, Microsoft Office, Marketing, Social Media, Microsoft Word, Social Media Marketing, Outlook, Research, Public Speaking, Editing, Creative Writing, Social Networking
Education
Millsaps College 2002 — 2006
B.A., English, Studio Art, Women's Studies
Houston High School 1998 — 2002
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. July 2011 - August 2014
More Than Words November 2008 - June 2011
Fresh Ink July 2006 - August 2008
Fresh Ink June 2005 - May 2006
Skills
Sales, Customer Service, Microsoft Office, Marketing, Social Media, Microsoft Word, Social Media Marketing, Outlook, Research, Public Speaking, Editing, Creative Writing, Social Networking
Education
Millsaps College 2002 — 2006
B.A., English, Studio Art, Women's Studies
Houston High School 1998 — 2002
Sinchan Roychowdhury Sinchan Roychowdhury's Raymond James Financial Inc. Experience June 2014 - April 2015
Job Student at The University of Memphis
Industry Computer Software
Experience
AutoZone April 2015 - Present
Raymond James Financial Inc. June 2014 - April 2015
University of Memphis January 2013 - August 2014
Missouri S&T August 2010 - May 2012
Skills
C#, jQuery, Visual Studio, Eclipse, CSS, .NET, ASP.NET, Telerik, LINQ, Java, HTML 5, JavaScript, jQuery UI, CSS3, SQL, MySQL, Software Development, Web Design, Web Development, Web Applications, C/C++ STL, Perl, Python, Dreamweaver, HTML5
Education
The University of Memphis 2012 — 2014
Master of Science (M.S.), Computer Science
Missouri University of Science and Technology 2010 — 2012
Master of Science (M.S.), Electrical Engineering
AutoZone April 2015 - Present
Raymond James Financial Inc. June 2014 - April 2015
University of Memphis January 2013 - August 2014
Missouri S&T August 2010 - May 2012
Skills
C#, jQuery, Visual Studio, Eclipse, CSS, .NET, ASP.NET, Telerik, LINQ, Java, HTML 5, JavaScript, jQuery UI, CSS3, SQL, MySQL, Software Development, Web Design, Web Development, Web Applications, C/C++ STL, Perl, Python, Dreamweaver, HTML5
Education
The University of Memphis 2012 — 2014
Master of Science (M.S.), Computer Science
Missouri University of Science and Technology 2010 — 2012
Master of Science (M.S.), Electrical Engineering
Jessica Jackson's Raymond James Financial Inc. Experience December 2013 - February 2014
Job Contact Center Specialist at St. Jude Children's Research Hospital
Industry Education Management
Experience
St. Jude Children's Research Hospital August 2014 - Present
ProEducation Solutions, Inc./ Howard University July 2013 - July 2014
Raymond James Financial Inc. December 2013 - February 2014
Vatterott College December 2011 - July 2013
Willam Sonoma May 2011 - December 2011
Midsouth Community College September 2009 - March 2011
Mid-South Community College August 2009 - March 2011
Skills
Student Financial Aid, Enrollment Management, Retaining Customers, Student Loans, Public Speaking, Customer Service, Training, Title IV, Academic Administration, Recruiting, Higher Education..., Accreditation, XML, Microsoft Office, Microsoft Word, Linux, Research, Client Billing, Account Management, Microsoft Excel, Coaching
Education
Mid-South Community College 2009 — 2010
Associate of Arts and Sciences (AAS), Information Technology
St. Jude Children's Research Hospital August 2014 - Present
ProEducation Solutions, Inc./ Howard University July 2013 - July 2014
Raymond James Financial Inc. December 2013 - February 2014
Vatterott College December 2011 - July 2013
Willam Sonoma May 2011 - December 2011
Midsouth Community College September 2009 - March 2011
Mid-South Community College August 2009 - March 2011
Skills
Student Financial Aid, Enrollment Management, Retaining Customers, Student Loans, Public Speaking, Customer Service, Training, Title IV, Academic Administration, Recruiting, Higher Education..., Accreditation, XML, Microsoft Office, Microsoft Word, Linux, Research, Client Billing, Account Management, Microsoft Excel, Coaching
Education
Mid-South Community College 2009 — 2010
Associate of Arts and Sciences (AAS), Information Technology
Kevin Hibbs Kevin Hibbs's Raymond James Financial Inc. Experience October 2012 - June 2015
Job Financial Services Representative at Strategic Financial Partners an office of MetLife
Industry Financial Services
Experience
Strategic Financial Partners an office of Metlife July 2015 - Present
Raymond James Financial Inc. October 2012 - June 2015
United States Air Force May 2007 - May 2013
Snowbird Ski and Summer Resort January 2012 - May 2012
Skills
Customer Service, Management, Microsoft Office, Sales, Social Media, PowerPoint, Microsoft Excel, Event Planning, Team Building, Time Management, Entrepreneurship, Microsoft Word, Marketing, Team Leadership, MS Excel Pivot Tables, Financial Reporting, Fitness, Organizational..., Financial Planning, Risk Management
Education
Middle Tennessee State University 2006 — 2011
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies, Criminal Justice
Strategic Financial Partners an office of Metlife July 2015 - Present
Raymond James Financial Inc. October 2012 - June 2015
United States Air Force May 2007 - May 2013
Snowbird Ski and Summer Resort January 2012 - May 2012
Skills
Customer Service, Management, Microsoft Office, Sales, Social Media, PowerPoint, Microsoft Excel, Event Planning, Team Building, Time Management, Entrepreneurship, Microsoft Word, Marketing, Team Leadership, MS Excel Pivot Tables, Financial Reporting, Fitness, Organizational..., Financial Planning, Risk Management
Education
Middle Tennessee State University 2006 — 2011
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies, Criminal Justice
Matthew Rasberry's Raymond James Financial Inc. Experience October 2013 - July 2015
Job Finance Professional
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - July 2015
Raymond James Financial Inc. March 2012 - September 2013
Best Buy August 2006 - July 2012
GameStop June 2006 - May 2007
Skills
Customer Service, Microsoft Office, PowerPoint, Leadership, Sales, Fitness, Fitness Instruction, Strength & Conditioning, Microsoft Excel, Microsoft Word, Computer Repair, Research, Fundraising, Team Leadership, Event Planning, Social Networking, Nonprofits, Time Management, Barter, Nuclear Decommissioning, Finance, Managerial Finance, Project Finance, Social Media
Education
Middle Tennessee State University 2007 — 2010
Bachelor of Business Administration (BBA), Economics
Raymond James Financial Inc. October 2013 - July 2015
Raymond James Financial Inc. March 2012 - September 2013
Best Buy August 2006 - July 2012
GameStop June 2006 - May 2007
Skills
Customer Service, Microsoft Office, PowerPoint, Leadership, Sales, Fitness, Fitness Instruction, Strength & Conditioning, Microsoft Excel, Microsoft Word, Computer Repair, Research, Fundraising, Team Leadership, Event Planning, Social Networking, Nonprofits, Time Management, Barter, Nuclear Decommissioning, Finance, Managerial Finance, Project Finance, Social Media
Education
Middle Tennessee State University 2007 — 2010
Bachelor of Business Administration (BBA), Economics
Jeffery Alasina Jeffery Alasina's Raymond James Financial Inc. Experience January 1993 - July 1999
Job Associate Broker
Industry Real Estate
Experience
ColdWell Banker Weir Manuel April 2013 - Present
Coldwell Banker Weir Manuel January 2009 - Present
Raymond James Financial Inc. January 1993 - July 1999
Skills
People Management, Financial Planning, Customer Satisfaction, Real Estate, Short Sales, Foreclosures, Selling, Buyer Representation, Investors, National Association of..., Investments, First Time Home Buyers, HUD, Commercial Real Estate, New Home Sales, Sales, Investment Properties, Strategic Financial..., SFR, Single Family Homes, ABR, Residential Homes, Seniors, REO, Brokerage, Seller Representation, Income Properties, Real Estate Economics, Property Management, Sellers, e-PRO, Waterfront, Management, Condos, Referrals, Real Estate Development, Finance, Listings, Property, Relocation Buyers, Negotiation, Buyers, Luxury, Resellers, Townhomes, New Homes, Real Estate Transactions, Portfolio Management, FHA, Listing Homes
Education
Michigan State University 1980 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Detroit De La Salle High School 1976 — 1980
ColdWell Banker Weir Manuel April 2013 - Present
Coldwell Banker Weir Manuel January 2009 - Present
Raymond James Financial Inc. January 1993 - July 1999
Skills
People Management, Financial Planning, Customer Satisfaction, Real Estate, Short Sales, Foreclosures, Selling, Buyer Representation, Investors, National Association of..., Investments, First Time Home Buyers, HUD, Commercial Real Estate, New Home Sales, Sales, Investment Properties, Strategic Financial..., SFR, Single Family Homes, ABR, Residential Homes, Seniors, REO, Brokerage, Seller Representation, Income Properties, Real Estate Economics, Property Management, Sellers, e-PRO, Waterfront, Management, Condos, Referrals, Real Estate Development, Finance, Listings, Property, Relocation Buyers, Negotiation, Buyers, Luxury, Resellers, Townhomes, New Homes, Real Estate Transactions, Portfolio Management, FHA, Listing Homes
Education
Michigan State University 1980 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Detroit De La Salle High School 1976 — 1980
Barrett Crawford Barrett Crawford's Raymond James Financial Inc. Experience January 2013 - August 2013
Job Principal Analyst at DayNine Consulting
Industry Information Technology and Services
Experience
DayNine Consulting August 2015 - Present
Alpha Industries, Inc. August 2013 - October 2013
Raymond James Financial Inc. January 2013 - August 2013
Fox Den Country Club April 2012 - December 2012
Skills
Leadership, Social Media, Business Analytics, Supply Chain Management, Data Analysis, International Business, Regression Analysis, Access Database, Statistics, Microsoft Excel, JMP, Microsoft Office, Communicaitons, Microsoft Word, Data Entry, Mail Merge, Time Management, Outlook, PowerPoint
Education
University of Tennessee-Knoxville 2011 — 2015
BS in Business Analytics
Macquarie University 2014 — 2014
Bachelor's Degree, International Business
DayNine Consulting August 2015 - Present
Alpha Industries, Inc. August 2013 - October 2013
Raymond James Financial Inc. January 2013 - August 2013
Fox Den Country Club April 2012 - December 2012
Skills
Leadership, Social Media, Business Analytics, Supply Chain Management, Data Analysis, International Business, Regression Analysis, Access Database, Statistics, Microsoft Excel, JMP, Microsoft Office, Communicaitons, Microsoft Word, Data Entry, Mail Merge, Time Management, Outlook, PowerPoint
Education
University of Tennessee-Knoxville 2011 — 2015
BS in Business Analytics
Macquarie University 2014 — 2014
Bachelor's Degree, International Business
Alyssa Sanford's Raymond James Financial Inc. Experience August 2015 - Present
Job Internal Communications Coordinator at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. September 2014 - August 2015
Raymond James Financial Inc. June 2013 - August 2013
Sanford Financial Services May 2012 - August 2012
Sanford Financial Services May 2010 - August 2010
Skills
Marketing Communications, Social Media, Project Management, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Time Management, Social Networking
Education
Miami University 2010 — 2014
Bachelor of Arts (BA), Sociology
Hackett Catholic Central 2006 — 2010
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. September 2014 - August 2015
Raymond James Financial Inc. June 2013 - August 2013
Sanford Financial Services May 2012 - August 2012
Sanford Financial Services May 2010 - August 2010
Skills
Marketing Communications, Social Media, Project Management, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Time Management, Social Networking
Education
Miami University 2010 — 2014
Bachelor of Arts (BA), Sociology
Hackett Catholic Central 2006 — 2010
Joe Centofonti Joe Centofonti's Raymond James Financial Inc. Experience March 2013 - November 2013
Job Regional Vice President at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management December 2013 - Present
Raymond James Financial Inc. March 2013 - November 2013
Raymond James Financial Inc. July 2010 - March 2013
James Mazza & Associates October 2008 - May 2010
Ameriprise Financial, Inc July 2008 - September 2008
Skills
FINRA (NASD) Series 7,..., FINRA (NASD) Series 24,..., FINRA (NASD) Series 66,...
Education
University of Tampa 2005 — 2008
B.S., Finance, minor in Economics
Monroe Community College 2003 — 2005
AA, General Studies
Eagle Asset Management December 2013 - Present
Raymond James Financial Inc. March 2013 - November 2013
Raymond James Financial Inc. July 2010 - March 2013
James Mazza & Associates October 2008 - May 2010
Ameriprise Financial, Inc July 2008 - September 2008
Skills
FINRA (NASD) Series 7,..., FINRA (NASD) Series 24,..., FINRA (NASD) Series 66,...
Education
University of Tampa 2005 — 2008
B.S., Finance, minor in Economics
Monroe Community College 2003 — 2005
AA, General Studies
Casey Rainey Casey Rainey's Raymond James Financial Inc. Experience February 2007 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. February 2007 - Present
Amsouth Investment Services May 2002 - February 2007
Skills
Mutual Funds, Investments, Asset Allocation, Series 7, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Equities, Securities, Strategic Financial..., Fixed Income, Alternative Investments, Asset Management, 401k, IRAs, Insurance
Education
Middle Tennessee State University 1999 — 2002
B.B.A., Finance, General
Raymond James Financial Inc. February 2007 - Present
Amsouth Investment Services May 2002 - February 2007
Skills
Mutual Funds, Investments, Asset Allocation, Series 7, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Equities, Securities, Strategic Financial..., Fixed Income, Alternative Investments, Asset Management, 401k, IRAs, Insurance
Education
Middle Tennessee State University 1999 — 2002
B.B.A., Finance, General
Scott Blodgett's Raymond James Financial Inc. Experience November 2014 - Present
Job Graphic Artist III at Raymond James Financial Inc.
Industry Graphic Design
Experience
Raymond James Financial Inc. November 2014 - Present
Blodgett Design January 2010 - November 2014
MIKADO Marketing December 2013 - October 2014
Dish Network February 2008 - January 2010
Leopard Communications, an Ogilvy Company August 2005 - January 2008
Aquent June 2005 - August 2005
PricewaterhouseCoopers August 1997 - June 2005
National Association of Homebuilders January 1997 - August 1997
Marymount University August 1993 - November 1996
TRW August 1989 - December 1991
Skills
illustrator, Illustrator, Adobe Acrobat, QuarkXPress, Graphic Design, Adobe Creative Suite, Art Direction, Multimedia, Brochures, Newsletters, Posters, Illustration, Graphics, Packaging, Banners, Flyers, User Interface Design, Corporate Identity, Logo Design, Corporate Branding, Layout, Creative Direction, Flash
Education
Marymount University 1993 — 1996
BFA, Graphic Design
Raymond James Financial Inc. November 2014 - Present
Blodgett Design January 2010 - November 2014
MIKADO Marketing December 2013 - October 2014
Dish Network February 2008 - January 2010
Leopard Communications, an Ogilvy Company August 2005 - January 2008
Aquent June 2005 - August 2005
PricewaterhouseCoopers August 1997 - June 2005
National Association of Homebuilders January 1997 - August 1997
Marymount University August 1993 - November 1996
TRW August 1989 - December 1991
Skills
illustrator, Illustrator, Adobe Acrobat, QuarkXPress, Graphic Design, Adobe Creative Suite, Art Direction, Multimedia, Brochures, Newsletters, Posters, Illustration, Graphics, Packaging, Banners, Flyers, User Interface Design, Corporate Identity, Logo Design, Corporate Branding, Layout, Creative Direction, Flash
Education
Marymount University 1993 — 1996
BFA, Graphic Design
Tyler Azzarelli Tyler Azzarelli's Raymond James Financial Inc. Experience June 2010 - August 2010
Job Partner at Fifteen Thirteen Group
Industry Venture Capital & Private Equity
Experience
Fifteen Thirteen Group February 2014 - Present
Atlanta Eurocar January 2014 - Present
Bain & Company September 2011 - January 2014
Raymond James Financial Inc. June 2010 - August 2010
Spencer Trask March 2007 - August 2009
Nanina's Gourmet January 2005 - March 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA, General Management
Monmouth University
Bachelor of Arts, Business Administration
Fifteen Thirteen Group February 2014 - Present
Atlanta Eurocar January 2014 - Present
Bain & Company September 2011 - January 2014
Raymond James Financial Inc. June 2010 - August 2010
Spencer Trask March 2007 - August 2009
Nanina's Gourmet January 2005 - March 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA, General Management
Monmouth University
Bachelor of Arts, Business Administration
Andrew Dichiara Andrew Dichiara's Raymond James Financial Inc. Experience September 2013 - Present
Job Finance
Industry Financial Services
Experience
Raymond James Financial Inc. September 2013 - Present
Regions Financial Corporation July 2012 - September 2013
Ritz cafe 2010 - July 2012
Outdoor Gear December 2008 - January 2009
Education
Mississippi State University 2007 — 2011
Bachelor of Business Administration (BBA), Banking and finance
Mississippi State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Insurance, Risk Management, Financial Planning
Raymond James Financial Inc. September 2013 - Present
Regions Financial Corporation July 2012 - September 2013
Ritz cafe 2010 - July 2012
Outdoor Gear December 2008 - January 2009
Education
Mississippi State University 2007 — 2011
Bachelor of Business Administration (BBA), Banking and finance
Mississippi State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Insurance, Risk Management, Financial Planning
Chelsea Brown Chelsea Brown's Raymond James Financial Inc. Experience January 2012 - April 2012
Job District Manager in Small Business Services at ADP
Industry Consumer Services
Experience
ADP June 2012 - Present
ADP May 2012 - July 2012
Raymond James Financial Inc. January 2012 - April 2012
Self Employed April 2009 - April 2012
Thompson and Brown Real Estate April 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, Public Speaking, Sales, Social Media, Marketing, Access, Research, Salesforce.com, Financial Analysis, Cold Calling, Leadership, Event Planning
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), International Relations and Political Science, 3.6 between both degrees
Lund University 2011 — 2011
European Politics and Swedish Language
Uppsala University 2010 — 2010
Political Science and Government
ADP June 2012 - Present
ADP May 2012 - July 2012
Raymond James Financial Inc. January 2012 - April 2012
Self Employed April 2009 - April 2012
Thompson and Brown Real Estate April 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, Public Speaking, Sales, Social Media, Marketing, Access, Research, Salesforce.com, Financial Analysis, Cold Calling, Leadership, Event Planning
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), International Relations and Political Science, 3.6 between both degrees
Lund University 2011 — 2011
European Politics and Swedish Language
Uppsala University 2010 — 2010
Political Science and Government
Jaime Hays's Raymond James Financial Inc. Experience September 2006 - September 2008
Job Vice President at Homes By The Brave, Inc. and America's Best Choice Windows OKC
Industry Construction
Experience
America's Best Choice Windows of OKC January 2014 - Present
Homes By The Brave, Inc. January 2013 - Present
H&H Home Solutions August 2012 - Present
Farmers Insurance January 2011 - July 2012
Raymond James Financial Inc. September 2006 - September 2008
Iowa Grain Company January 2003 - January 2006
Equity Group Investments January 2000 - January 2002
Iowa Grain Company May 1998 - January 2000
Skills
Microsoft Office, Real Estate Marketing, Project Management, Microsoft Excel, Microsoft Word, Rent Roll, Leadership, Investments
Education
Regis University 2008 — 2009
Bachelor of Science (BS), Marketing
Loyola University of Chicago 2005 — 2008
Marketing, Finance and Accounting
America's Best Choice Windows of OKC January 2014 - Present
Homes By The Brave, Inc. January 2013 - Present
H&H Home Solutions August 2012 - Present
Farmers Insurance January 2011 - July 2012
Raymond James Financial Inc. September 2006 - September 2008
Iowa Grain Company January 2003 - January 2006
Equity Group Investments January 2000 - January 2002
Iowa Grain Company May 1998 - January 2000
Skills
Microsoft Office, Real Estate Marketing, Project Management, Microsoft Excel, Microsoft Word, Rent Roll, Leadership, Investments
Education
Regis University 2008 — 2009
Bachelor of Science (BS), Marketing
Loyola University of Chicago 2005 — 2008
Marketing, Finance and Accounting
Susan Carlyon Susan Carlyon's Raymond James Financial Inc. Experience February 2011 - Present
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. February 2011 - Present
Morgan Stanley August 1998 - February 2011
Merrill Lynch January 1997 - August 1998
Michigan Supreme Court August 1995 - January 1997
Education
Michigan State University
Raymond James Financial Inc. February 2011 - Present
Morgan Stanley August 1998 - February 2011
Merrill Lynch January 1997 - August 1998
Michigan Supreme Court August 1995 - January 1997
Education
Michigan State University
Paige (Pitzer) Persson's Raymond James Financial Inc. Experience April 2011 - Present
Job Senior Registered Service Associate, Writer/Blogger, Creator of House of Ginger
Industry Financial Services
Experience
Raymond James Financial Inc. April 2011 - Present
Morgan Stanley Smith Barney March 2005 - April 2011
Skills
Social Networking, Customer Service, Social Media Marketing, Microsoft Office, Portfolio Management, Blogging, Social Media, Asset Management, Marketing, Leadership, Facebook, Sales, Strategic Planning, Marketing Communications, Event Planning, Retail, Finance, Photoshop, Marketing Strategy
Education
Southwest Missouri State University 1998 — 1999
Metamora Township High School 1994 — 1998
Raymond James Financial Inc. April 2011 - Present
Morgan Stanley Smith Barney March 2005 - April 2011
Skills
Social Networking, Customer Service, Social Media Marketing, Microsoft Office, Portfolio Management, Blogging, Social Media, Asset Management, Marketing, Leadership, Facebook, Sales, Strategic Planning, Marketing Communications, Event Planning, Retail, Finance, Photoshop, Marketing Strategy
Education
Southwest Missouri State University 1998 — 1999
Metamora Township High School 1994 — 1998
Parag Sanghani Parag Sanghani's Raymond James Financial Inc. Experience 2004 - 2006
Job Director at Salient Partners
Industry Investment Management
Experience
Salient Partners April 2011 - Present
Telemus Capital Partners 2008 - 2009
Raymond James Financial Inc. 2004 - 2006
Skills
Equities, Investments, Financial Modeling, Valuation, Bloomberg, Equity Research, Hedge Funds, Alternative Investments, Fixed Income, Portfolio Management, Asset Allocation
Education
London Business School 2009 — 2010
MSc, Finance
Salient Partners April 2011 - Present
Telemus Capital Partners 2008 - 2009
Raymond James Financial Inc. 2004 - 2006
Skills
Equities, Investments, Financial Modeling, Valuation, Bloomberg, Equity Research, Hedge Funds, Alternative Investments, Fixed Income, Portfolio Management, Asset Allocation
Education
London Business School 2009 — 2010
MSc, Finance
Michael Ferguson Michael Ferguson's Raymond James Financial Inc. Experience May 2013 - August 2013
Job Incoming Investment Banking Analyst, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Office of Investments and Financial Management May 2014 - December 2014
Raymond James Financial Inc. May 2013 - August 2013
Michigan State University 2012 - 2013
Education
Michigan State University 2012 — 2016
Wells Fargo Securities June 2015 - Present
Office of Investments and Financial Management May 2014 - December 2014
Raymond James Financial Inc. May 2013 - August 2013
Michigan State University 2012 - 2013
Education
Michigan State University 2012 — 2016
Becky Seaberg Becky Seaberg's Raymond James Financial Inc. Experience 2009 - Present
Job Administrative Assistant at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services June 2009 - Present
Raymond James Financial Inc. 2009 - Present
State Bank & Trust September 2006 - June 2009
State Bank & Trust September 2006 - May 2009
Skills
PeopleSoft, Financial Services
Education
Minnesota State University, Moorhead 2005 — 2008
Business Administration, Business
Raymond James Financial Services June 2009 - Present
Raymond James Financial Inc. 2009 - Present
State Bank & Trust September 2006 - June 2009
State Bank & Trust September 2006 - May 2009
Skills
PeopleSoft, Financial Services
Education
Minnesota State University, Moorhead 2005 — 2008
Business Administration, Business
Molly Moon Burton's Raymond James Financial Inc. Experience August 2008 - May 2010
Job Graphic Designer at CSC
Industry Graphic Design
Experience
Catholic Stewardship Consultants October 2014 - Present
Mspark November 2012 - October 2014
Rock Candy Media May 2012 - September 2012
Mississippi Tobacco Data May 2010 - June 2012
Starkville area December 2011 - May 2012
Strange Brew Coffeehouse August 2011 - May 2012
Leadership Jones County December 2011 - April 2012
Raymond James Financial Inc. August 2008 - May 2010
Skills
Adobe Creative Suite, HTML + CSS, Photography, Screen Printing, Microsoft Office, Typography, Graphic Design, Mac OS X, Wacom Tablet, HTML, Logo Design, Illustrator, InDesign, Layout, Social Media Marketing, OS X
Education
Mississippi State University 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Graphic Design
Meridian Community College 2006 — 2008
Associate of Arts (A.A.)
Catholic Stewardship Consultants October 2014 - Present
Mspark November 2012 - October 2014
Rock Candy Media May 2012 - September 2012
Mississippi Tobacco Data May 2010 - June 2012
Starkville area December 2011 - May 2012
Strange Brew Coffeehouse August 2011 - May 2012
Leadership Jones County December 2011 - April 2012
Raymond James Financial Inc. August 2008 - May 2010
Skills
Adobe Creative Suite, HTML + CSS, Photography, Screen Printing, Microsoft Office, Typography, Graphic Design, Mac OS X, Wacom Tablet, HTML, Logo Design, Illustrator, InDesign, Layout, Social Media Marketing, OS X
Education
Mississippi State University 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Graphic Design
Meridian Community College 2006 — 2008
Associate of Arts (A.A.)
Roman Shcherbakov Roman Shcherbakov's Raymond James Financial Inc. Experience November 2014 - Present
Job Associate at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. November 2014 - Present
National Bank Financial Wealth Management February 2014 - November 2014
Colonial Advisory Services Inc June 2013 - August 2013
BMO April 2010 - April 2013
YMCA Canada January 2007 - January 2010
Skills
Outlook, Time Management, PowerPoint, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Team Leadership, Teamwork, Accounting, Risk Management, Sales, Leadership, Data Analysis, Analysis, Business Analysis, Strategic Planning, Research, Access, Financial Modeling, Banking, Finance, Forecasting
Education
The University of Calgary 2009 — 2013
Bachelor of Commerce (BCom), Finance
Mount Royal University 2008 — 2009
Bachelor of Business Administration (B.B.A.), Transfer Program, Business Administration and Management, General
Western Canada High School 2005 — 2008
High School Diploma
Raymond James Financial Inc. November 2014 - Present
National Bank Financial Wealth Management February 2014 - November 2014
Colonial Advisory Services Inc June 2013 - August 2013
BMO April 2010 - April 2013
YMCA Canada January 2007 - January 2010
Skills
Outlook, Time Management, PowerPoint, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Team Leadership, Teamwork, Accounting, Risk Management, Sales, Leadership, Data Analysis, Analysis, Business Analysis, Strategic Planning, Research, Access, Financial Modeling, Banking, Finance, Forecasting
Education
The University of Calgary 2009 — 2013
Bachelor of Commerce (BCom), Finance
Mount Royal University 2008 — 2009
Bachelor of Business Administration (B.B.A.), Transfer Program, Business Administration and Management, General
Western Canada High School 2005 — 2008
High School Diploma
Sarah (Linthicum) Lunsford Sarah (Linthicum) Lunsford's Raymond James Financial Inc. Experience October 2014 - Present
Job Marketing Associate — PCG Investment Products at Raymond James Financial Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial Inc. October 2014 - Present
Ovations Food Services, LP January 2013 - August 2014
The University of Tampa August 2010 - December 2012
TradeWinds Island Resorts April 2008 - December 2009
Raymond James Financial January 2006 - February 2008
Personnel One August 2005 - December 2005
Skills
Marketing Communications, Social Media, Social Media Marketing, Event Planning, Microsoft Office, Public Speaking, Editing, Event Management, Non-profits, Public Relations, Research, Blogging, CRM, Newsletters, Nonprofits, Marketing, Management, CRM databases
Education
University of Tampa 2010 — 2012
Master of Science (M.S.), Marketing
McDaniel College 2001 — 2005
Bachelor's degree, Communications/Art History
Raymond James Financial Inc. October 2014 - Present
Ovations Food Services, LP January 2013 - August 2014
The University of Tampa August 2010 - December 2012
TradeWinds Island Resorts April 2008 - December 2009
Raymond James Financial January 2006 - February 2008
Personnel One August 2005 - December 2005
Skills
Marketing Communications, Social Media, Social Media Marketing, Event Planning, Microsoft Office, Public Speaking, Editing, Event Management, Non-profits, Public Relations, Research, Blogging, CRM, Newsletters, Nonprofits, Marketing, Management, CRM databases
Education
University of Tampa 2010 — 2012
Master of Science (M.S.), Marketing
McDaniel College 2001 — 2005
Bachelor's degree, Communications/Art History
Taylor Kirk's Raymond James Financial Inc. Experience May 2014 - Present
Job Transition Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
E.T. George Investment Management, LLC November 2013 - May 2014
E.T. George Investment Management, LLC May 2011 - May 2014
Wealth Strategies Group, LLC May 2011 - May 2014
Mississippi State University 2008 - 2011
Skills
Securities, Investments, Financial Advisory, Finance, Financial Analysis, Series 7, Sales, Strategic Financial..., Economics, Insurance, FINRA, Wealth Management, Asset Management, Microsoft Excel, Series 65, Series 24, Financial Planning
Education
Mississippi State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Economics
Raymond James Financial Inc. May 2014 - Present
E.T. George Investment Management, LLC November 2013 - May 2014
E.T. George Investment Management, LLC May 2011 - May 2014
Wealth Strategies Group, LLC May 2011 - May 2014
Mississippi State University 2008 - 2011
Skills
Securities, Investments, Financial Advisory, Finance, Financial Analysis, Series 7, Sales, Strategic Financial..., Economics, Insurance, FINRA, Wealth Management, Asset Management, Microsoft Excel, Series 65, Series 24, Financial Planning
Education
Mississippi State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Economics
Graham Davidson Graham Davidson's Raymond James Financial Inc. Experience January 2009 - February 2011
Job Vice President Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management March 2014 - Present
Northern Trust February 2011 - March 2014
Raymond James Financial Inc. January 2009 - February 2011
Merrill Lynch October 2006 - January 2009
Golden Bear Realty International August 2005 - October 2006
Professional Athlete June 1997 - August 2005
Education
Mississippi State University 1995 — 1997
Psychology
Midland College 1993 — 1995
Business Administration and Management, General
PNC Wealth Management March 2014 - Present
Northern Trust February 2011 - March 2014
Raymond James Financial Inc. January 2009 - February 2011
Merrill Lynch October 2006 - January 2009
Golden Bear Realty International August 2005 - October 2006
Professional Athlete June 1997 - August 2005
Education
Mississippi State University 1995 — 1997
Psychology
Midland College 1993 — 1995
Business Administration and Management, General
Tyler Landrieu Tyler Landrieu's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Research Assistant at the United States Senate Committee on Finance
Industry Public Policy
Experience
United States Senate Committee on Finance August 2014 - February 2015
Raymond James Financial Inc. June 2013 - August 2013
The Receivables Exchange January 2012 - August 2012
The Berkley Center at Georgetown University June 2011 - August 2011
Andrew Cuomo 2010 May 2010 - August 2010
Education
New York University 2009 — 2014
Bachelor's Degree, Economics, (minor) Public Policy and Management
Loyola University New Orleans College of Law 2015 — 2018
Juris Doctor (J.D.)
United States Senate Committee on Finance August 2014 - February 2015
Raymond James Financial Inc. June 2013 - August 2013
The Receivables Exchange January 2012 - August 2012
The Berkley Center at Georgetown University June 2011 - August 2011
Andrew Cuomo 2010 May 2010 - August 2010
Education
New York University 2009 — 2014
Bachelor's Degree, Economics, (minor) Public Policy and Management
Loyola University New Orleans College of Law 2015 — 2018
Juris Doctor (J.D.)
Perrie (Douglas) Gibbons, CFP®, CDFA™ Perrie (Douglas) Gibbons, CFP®, CDFA™'s Raymond James Financial Inc. Experience June 2012 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst®
Industry Financial Services
Experience
Raymond James Financial Inc. June 2012 - Present
Raymond James Financial Inc. September 2008 - June 2012
UBS Financial Services October 2000 - September 2008
J C Bradford & Co 1994 - 1999
Skills
Securities, Finance, Financial Advisory, Financial Services, Sales, Series 7, Retirement Planning, Wealth Management, Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Time Management, Investments, Strategic Financial...
Education
Middle Tennessee State University 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Fairview High School 1986 — 1990
Raymond James Financial Inc. June 2012 - Present
Raymond James Financial Inc. September 2008 - June 2012
UBS Financial Services October 2000 - September 2008
J C Bradford & Co 1994 - 1999
Skills
Securities, Finance, Financial Advisory, Financial Services, Sales, Series 7, Retirement Planning, Wealth Management, Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Time Management, Investments, Strategic Financial...
Education
Middle Tennessee State University 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Fairview High School 1986 — 1990
Brian Upton Brian Upton's Raymond James Financial Inc. Experience September 2010 - Present
Job Investment Advisor Representative at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2010 - Present
Graves Menu Maker Foods February 1988 - May 2010
Skills
Non-faculty High School..., Fishing, Hunting,..., KC Royals fan, Customer Service, Marketing, Strategic Planning, Management, Sales, Sales Management, Event Planning, Marketing Strategy, Sales Operations
Education
Missouri Western State University 1983 — 1987
Bachelor's degree, Business Management and Marketing
Fort Osage High School
Raymond James Financial Inc. September 2010 - Present
Graves Menu Maker Foods February 1988 - May 2010
Skills
Non-faculty High School..., Fishing, Hunting,..., KC Royals fan, Customer Service, Marketing, Strategic Planning, Management, Sales, Sales Management, Event Planning, Marketing Strategy, Sales Operations
Education
Missouri Western State University 1983 — 1987
Bachelor's degree, Business Management and Marketing
Fort Osage High School
Tim Stoner Tim Stoner's Raymond James Financial Inc. Experience May 2012 - Present
Job Manager, Messaging Systems at Raymond James Financial Inc.
Industry Insurance
Experience
Raymond James Financial Inc. May 2012 - Present
Raymond James & Associates, Inc July 2011 - Present
Bankers Insurance Group May 2005 - July 2011
Halkey Roberts 2010 - 2010
Medical Reliance Group November 2004 - March 2005
Gilreath Manufacturing May 2000 - November 2004
Skills
Microsoft Exchange, CCNA, Microsoft Certified..., 2008 R2, MCITP, Microsoft Certified..., Active Directory, Windows Server, DNS, Servers, Firewalls, Virtualization, Cisco Technologies, VPN, DHCP, Disaster Recovery, Data Center, Windows 7, Switches, TCP/IP, Powershell, XP, Storage Area Networks, Cisco Routers, Infrastructure, LAN-WAN, Hyper-V, Hardware, Operating Systems, Microsoft Technologies, Security, WAN, Technical Support, Cluster, Networking
Education
Michigan Technological University 1995 — 2000
Bachelor of Science Degree, Electrical Engineering - Computer Engineering
Lakeshore High School 1992 — 1995
Raymond James Financial Inc. May 2012 - Present
Raymond James & Associates, Inc July 2011 - Present
Bankers Insurance Group May 2005 - July 2011
Halkey Roberts 2010 - 2010
Medical Reliance Group November 2004 - March 2005
Gilreath Manufacturing May 2000 - November 2004
Skills
Microsoft Exchange, CCNA, Microsoft Certified..., 2008 R2, MCITP, Microsoft Certified..., Active Directory, Windows Server, DNS, Servers, Firewalls, Virtualization, Cisco Technologies, VPN, DHCP, Disaster Recovery, Data Center, Windows 7, Switches, TCP/IP, Powershell, XP, Storage Area Networks, Cisco Routers, Infrastructure, LAN-WAN, Hyper-V, Hardware, Operating Systems, Microsoft Technologies, Security, WAN, Technical Support, Cluster, Networking
Education
Michigan Technological University 1995 — 2000
Bachelor of Science Degree, Electrical Engineering - Computer Engineering
Lakeshore High School 1992 — 1995
Scott Jakubik Scott Jakubik's Raymond James Financial Inc. Experience September 2012 - May 2015
Job Systems Administrator III at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2012 - May 2015
Vantiv March 2009 - September 2012
Fifth Third Bank October 2001 - March 2009
Universal Savings Bank October 1997 - October 2001
Universal Savings Bank June 1995 - October 1997
Skills
Tandem/HP NonStop..., Cisco IOS, Linux, LAN-WAN, Data Center Operations, Internet Banking, SSL Certificates, Apache, TACL, IBM P390 S390, Wireshark, Hypercom MegaNAC, Data Analysis, PBX Support, Data Communications..., Technical Support, Technical Documentation, ACD Management, FTP, Telnet, SSH, SNMP, OutsideView, V.35, Cat5, Telco, Tomcat, OpenSSL, Modems, Encryption, Credit Card Transaction..., Credit Card Terminals, Firewalls, SQL, Disaster Recovery, Generators, UPS systems, PCI Standards, Mac OS X, Windows, Data Center, Integration, Networking, WAN, Hardware, PCI DSS, Troubleshooting, IIS, Software Installation, F5 BigIP
Education
Milwaukee School of Engineering 1989 — 1995
Bachelor of Science (BS), Electrical Engineering Technology
Raymond James Financial Inc. September 2012 - May 2015
Vantiv March 2009 - September 2012
Fifth Third Bank October 2001 - March 2009
Universal Savings Bank October 1997 - October 2001
Universal Savings Bank June 1995 - October 1997
Skills
Tandem/HP NonStop..., Cisco IOS, Linux, LAN-WAN, Data Center Operations, Internet Banking, SSL Certificates, Apache, TACL, IBM P390 S390, Wireshark, Hypercom MegaNAC, Data Analysis, PBX Support, Data Communications..., Technical Support, Technical Documentation, ACD Management, FTP, Telnet, SSH, SNMP, OutsideView, V.35, Cat5, Telco, Tomcat, OpenSSL, Modems, Encryption, Credit Card Transaction..., Credit Card Terminals, Firewalls, SQL, Disaster Recovery, Generators, UPS systems, PCI Standards, Mac OS X, Windows, Data Center, Integration, Networking, WAN, Hardware, PCI DSS, Troubleshooting, IIS, Software Installation, F5 BigIP
Education
Milwaukee School of Engineering 1989 — 1995
Bachelor of Science (BS), Electrical Engineering Technology
Natalie Tite's Raymond James Financial Inc. Experience November 2014 - July 2015
Job Registered Client Service Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Raymond James Financial Inc. November 2014 - July 2015
Raymond James Financial Inc. February 2012 - November 2014
Lombardo Homes June 2008 - February 2012
Skills
Real Estate, Microsoft Excel, Customer Service, PowerPoint, Outlook, Budgets, Sales, Marketing, Microsoft Word, Contract Negotiation, Negotiation, Excel, Word, Series 7, Series 63
Education
Walsh College 2008 — 2011
BBA, Finance
Macomb Community College 2004 — 2008
Associate's degree, Business Administration and Management, General
Wells Fargo Advisors July 2015 - Present
Raymond James Financial Inc. November 2014 - July 2015
Raymond James Financial Inc. February 2012 - November 2014
Lombardo Homes June 2008 - February 2012
Skills
Real Estate, Microsoft Excel, Customer Service, PowerPoint, Outlook, Budgets, Sales, Marketing, Microsoft Word, Contract Negotiation, Negotiation, Excel, Word, Series 7, Series 63
Education
Walsh College 2008 — 2011
BBA, Finance
Macomb Community College 2004 — 2008
Associate's degree, Business Administration and Management, General
Victor Mangome Victor Mangome's Raymond James Financial Inc. Experience November 2012 - Present
Job Vice President of Operations at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
The Hartford Financial Services Group 2011 - November 2012
The Hartford Financial Services Group 2006 - 2011
The Hartford Financial Services Group 2005 - 2006
JPMorgan Chase 2004 - 2005
JPMorgan Chase 1999 - 2004
JPMorgan Chase 1996 - 1999
Skills
Executive Management, Strategic Leadership, Strategic Sourcing, Change Leadership, Workforce Management, Contract Management, Cost Reduction, Mergers, Credit Cards, Insurance, Outsourcing Management, Program Management, Business Transformation, Building Relationships, Operations Management, Vendor Management, Call Center, Activity Based..., HRO, BPO, Collections Management, Global Sourcing, Global Operations, Strategic Planning, MBA, Diversity Recruitment, Project Governance, Disaster Recovery, Outsourcing, Change Management, Process Improvement, Business Process..., Operational Excellence, Strategy Development, Customer Service, Banking, Training & Development, Financial Services, Shared Services, Customer Experience, Strategy, PMO, Human Resources, Employee Engagement, Team Leadership, Organizational..., Recruiting, Call Centers
Education
New College of Florida
Honors Bachelor of Arts, Social Sciences
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Business
Raymond James Financial Inc. November 2012 - Present
The Hartford Financial Services Group 2011 - November 2012
The Hartford Financial Services Group 2006 - 2011
The Hartford Financial Services Group 2005 - 2006
JPMorgan Chase 2004 - 2005
JPMorgan Chase 1999 - 2004
JPMorgan Chase 1996 - 1999
Skills
Executive Management, Strategic Leadership, Strategic Sourcing, Change Leadership, Workforce Management, Contract Management, Cost Reduction, Mergers, Credit Cards, Insurance, Outsourcing Management, Program Management, Business Transformation, Building Relationships, Operations Management, Vendor Management, Call Center, Activity Based..., HRO, BPO, Collections Management, Global Sourcing, Global Operations, Strategic Planning, MBA, Diversity Recruitment, Project Governance, Disaster Recovery, Outsourcing, Change Management, Process Improvement, Business Process..., Operational Excellence, Strategy Development, Customer Service, Banking, Training & Development, Financial Services, Shared Services, Customer Experience, Strategy, PMO, Human Resources, Employee Engagement, Team Leadership, Organizational..., Recruiting, Call Centers
Education
New College of Florida
Honors Bachelor of Arts, Social Sciences
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Business
Brian Gibbons Brian Gibbons's Raymond James Financial Inc. Experience July 2014 - February 2015
Job Public Finance Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - February 2015
Louisiana State University August 2013 - December 2014
Oceana Grill May 2012 - April 2013
Loyola University New Orleans, Student Government Association December 2009 - May 2012
Loyola University New Orleans, Residential Life December 2009 - October 2010
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Finance, Data Analysis, Financial Analysis, Research, Community Outreach, Budgets, Social Media, Google Docs, Microsoft Word, QuickBooks, Student Affairs, Editing, PowerPoint, Accounts Payable
Education
Louisiana State University 2013 — 2014
Master of Science (MS), Finance
Loyola University New Orleans 2008 — 2012
B.B.A., Finance, Minor Philosophy
Raymond James Financial Inc. July 2014 - February 2015
Louisiana State University August 2013 - December 2014
Oceana Grill May 2012 - April 2013
Loyola University New Orleans, Student Government Association December 2009 - May 2012
Loyola University New Orleans, Residential Life December 2009 - October 2010
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Finance, Data Analysis, Financial Analysis, Research, Community Outreach, Budgets, Social Media, Google Docs, Microsoft Word, QuickBooks, Student Affairs, Editing, PowerPoint, Accounts Payable
Education
Louisiana State University 2013 — 2014
Master of Science (MS), Finance
Loyola University New Orleans 2008 — 2012
B.B.A., Finance, Minor Philosophy
Grant Gentry Grant Gentry's Raymond James Financial Inc. Experience February 2014 - Present
Job Student at University of TennesseeKnoxville
Industry Marketing and Advertising
Experience
Raymond James Financial Inc. February 2014 - Present
Ridgecrest Summer Camps May 2013 - August 2013
Volunteer Erosion Control June 2012 - August 2012
Skills
Organized Multi-tasker, Negotiation, Microsoft Excel, Bike Repair, Outdoor Living
Education
University of Tennessee-Knoxville 2012 — 2014
Maryville College 2011 — 2012
Raymond James Financial Inc. February 2014 - Present
Ridgecrest Summer Camps May 2013 - August 2013
Volunteer Erosion Control June 2012 - August 2012
Skills
Organized Multi-tasker, Negotiation, Microsoft Excel, Bike Repair, Outdoor Living
Education
University of Tennessee-Knoxville 2012 — 2014
Maryville College 2011 — 2012
Gregg Gaddy Gregg Gaddy's Raymond James Financial Inc. Experience December 2014 - Present
Job Technology Service Representative at Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial Inc. December 2014 - Present
Bryce Web Group September 2013 - May 2014
Michigan State University 2009 - 2012
Michigan State University 2006 - 2009
Skills
PHP, HTML, CSS, MySQL, Microsoft Office, Word, Excel, PowerPoint, Hardware, Windows 7
Education
Michigan State University 2004 — 2009
Bachelor of Arts (B.A.), Telecommunication, Information Studies, and Media
Raymond James Financial Inc. December 2014 - Present
Bryce Web Group September 2013 - May 2014
Michigan State University 2009 - 2012
Michigan State University 2006 - 2009
Skills
PHP, HTML, CSS, MySQL, Microsoft Office, Word, Excel, PowerPoint, Hardware, Windows 7
Education
Michigan State University 2004 — 2009
Bachelor of Arts (B.A.), Telecommunication, Information Studies, and Media
Chris Mandelka Chris Mandelka's Raymond James Financial Inc. Experience September 1999 - December 2014
Job IT Support Supervisor
Industry Hospital & Health Care
Experience
WellCare February 2014 - Present
Raymond James Financial Inc. September 1999 - December 2014
Roney & Co. June 1997 - August 1999
Olde Discount Brokerage Firm 1986 - 1988
Olde Discount Brokerage Firm 1986 - 1988
Skills
ITIL, Disaster Recovery, Servers, IT Management, Requirements Analysis, SDLC, Windows Server, IT Strategy, VMware, Microsoft SQL Server, Process Improvement, SharePoint, Active Directory, Vendor Management, Visio, Business Analysis, PMP, Software Project..., SQL, Technical Support, Cisco Technologies, Integration, Troubleshooting, Requirements Gathering, Enterprise Architecture, System Administration, VPN, Windows 7, Databases, IT Operations, IIS, Data Center, Security, DNS, Information Technology, Business Process, Business Process..., IT Service Management, Help Desk Support, Change Management, Software Documentation, Incident Management, Citrix, Microsoft Exchange, Operating Systems, Network Security, Business Continuity, Systems Analysis, PMO
Education
Macomb Community College
Computer Information Systems
WellCare February 2014 - Present
Raymond James Financial Inc. September 1999 - December 2014
Roney & Co. June 1997 - August 1999
Olde Discount Brokerage Firm 1986 - 1988
Olde Discount Brokerage Firm 1986 - 1988
Skills
ITIL, Disaster Recovery, Servers, IT Management, Requirements Analysis, SDLC, Windows Server, IT Strategy, VMware, Microsoft SQL Server, Process Improvement, SharePoint, Active Directory, Vendor Management, Visio, Business Analysis, PMP, Software Project..., SQL, Technical Support, Cisco Technologies, Integration, Troubleshooting, Requirements Gathering, Enterprise Architecture, System Administration, VPN, Windows 7, Databases, IT Operations, IIS, Data Center, Security, DNS, Information Technology, Business Process, Business Process..., IT Service Management, Help Desk Support, Change Management, Software Documentation, Incident Management, Citrix, Microsoft Exchange, Operating Systems, Network Security, Business Continuity, Systems Analysis, PMO
Education
Macomb Community College
Computer Information Systems
Rob Terrell's Raymond James Financial Inc. Experience January 1996 - December 2003
Job Owner/President at Terrell Consulting Services
Industry Investment Management
Experience
Terrell Consulting Services January 1998 - Present
Raymond James Financial Inc. January 1996 - December 2003
J.C. Bradford & Co January 1993 - January 1996
Skills
Real Estate Investment, Real Estate Development, Medical Billing, Investment Properties, Commercial Banking, Management Consulting, Office Management, Family Practice, Computer Literate, Entrepreneurial..., Small Business, Finance, Wealth Management, Entrepreneurship, Private Equity
Education
Murray State University 1982 — 1986
Bachelor of Science, Business Finance
Terrell Consulting Services January 1998 - Present
Raymond James Financial Inc. January 1996 - December 2003
J.C. Bradford & Co January 1993 - January 1996
Skills
Real Estate Investment, Real Estate Development, Medical Billing, Investment Properties, Commercial Banking, Management Consulting, Office Management, Family Practice, Computer Literate, Entrepreneurial..., Small Business, Finance, Wealth Management, Entrepreneurship, Private Equity
Education
Murray State University 1982 — 1986
Bachelor of Science, Business Finance
JUSTIN HARDESTY JUSTIN HARDESTY's Raymond James Financial Inc. Experience 1997 - 2014
Job Financial Adviser at Yellowstone Partners
Industry Financial Services
Experience
Yellowstone Partners January 2012 - Present
Raymond James Financial Inc. 1997 - 2014
Raymond James Financial Inc. 1997 - 2014
Skills
Saving for Education, Investments, Wealth Management, Strategic Financial..., Alternative Investments, Series 7, Uniform Combined State..., Portfolio Management, Asset Allocation, 401k Rollovers, Series 63, Asset Management, 529 Plans, Financial Analysis, Securities, Mutual Funds
Education
Malone College 1993 — 1997
Accounting and Finance
James A. Garfield
Yellowstone Partners January 2012 - Present
Raymond James Financial Inc. 1997 - 2014
Raymond James Financial Inc. 1997 - 2014
Skills
Saving for Education, Investments, Wealth Management, Strategic Financial..., Alternative Investments, Series 7, Uniform Combined State..., Portfolio Management, Asset Allocation, 401k Rollovers, Series 63, Asset Management, 529 Plans, Financial Analysis, Securities, Mutual Funds
Education
Malone College 1993 — 1997
Accounting and Finance
James A. Garfield
Chad Gardner's Raymond James Financial Inc. Experience 2010 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2010 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Mutual Funds, Strategic Financial..., Retirement, Asset Allocation, Investment Advisory, Portfolio Management, Securities, Equities, Estate Planning, Fixed Annuities, Financial Advisory, Alternative Investments
Education
Millsaps College 1999 — 2000
Master of Business Administration (MBA)
Millsaps College 1995 — 1999
Bachelor of Business Administration (BBA)
Raymond James Financial Inc. 2010 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Mutual Funds, Strategic Financial..., Retirement, Asset Allocation, Investment Advisory, Portfolio Management, Securities, Equities, Estate Planning, Fixed Annuities, Financial Advisory, Alternative Investments
Education
Millsaps College 1999 — 2000
Master of Business Administration (MBA)
Millsaps College 1995 — 1999
Bachelor of Business Administration (BBA)
Art Huprich, CMT Art Huprich, CMT's Raymond James Financial Inc. Experience 2001 - 2013
Job Day Hagan Asset Management Chief Market Technician and Marketing
Industry Financial Services
Experience
Day Hagan Asset Management April 2013 - Present
Raymond James Financial Inc. 2001 - 2013
Ferris Baker & Watts / Wheat First Securities 1983 - 2001
PMA Group 1982 - 1983
Skills
Team Building, Strategic Planning, Options, Public Speaking, Building Relationships, Stock Market Analysis, Problem Solving, Employee Training, Team-oriented, Asset Allocation, Strategy, Technical Analysis, Asset Management, Valuation, Portfolio Management
Education
Lynchburg College
Bachelor of Science (B.S.), Economics / Political Science
Day Hagan Asset Management April 2013 - Present
Raymond James Financial Inc. 2001 - 2013
Ferris Baker & Watts / Wheat First Securities 1983 - 2001
PMA Group 1982 - 1983
Skills
Team Building, Strategic Planning, Options, Public Speaking, Building Relationships, Stock Market Analysis, Problem Solving, Employee Training, Team-oriented, Asset Allocation, Strategy, Technical Analysis, Asset Management, Valuation, Portfolio Management
Education
Lynchburg College
Bachelor of Science (B.S.), Economics / Political Science
Tyler Lulay, CFP® Tyler Lulay, CFP®'s Raymond James Financial Inc. Experience August 2010 - Present
Job Financial Advisor at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. August 2010 - Present
Lulay Financial, LLC August 2010 - Present
New York Life Insurance Company March 2009 - March 2010
Education
Montana State University-Bozeman 2004 — 2008
Business Marketing, Minor in Entrepreneurship
Raymond James Financial Inc. August 2010 - Present
Lulay Financial, LLC August 2010 - Present
New York Life Insurance Company March 2009 - March 2010
Education
Montana State University-Bozeman 2004 — 2008
Business Marketing, Minor in Entrepreneurship
Chelsea McErlean's Raymond James Financial Inc. Experience June 2013 - August 2014
Job IMAX
Industry Financial Services
Experience
IMAX July 2014 - Present
Raymond James Financial Inc. June 2013 - August 2014
Gurman Wealth Management May 2011 - May 2013
Loyola Marymount University January 2009 - May 2012
Loyola Marymount University January 2009 - May 2012
Skills
Series 7, Series 63, Microsoft Excel, Calculus, Differential Equations, Financial Modeling
Education
Loyola Marymount University 2008 — 2012
Bachelor of Science (B.S.), Mathematics
Kings Park High School
IMAX July 2014 - Present
Raymond James Financial Inc. June 2013 - August 2014
Gurman Wealth Management May 2011 - May 2013
Loyola Marymount University January 2009 - May 2012
Loyola Marymount University January 2009 - May 2012
Skills
Series 7, Series 63, Microsoft Excel, Calculus, Differential Equations, Financial Modeling
Education
Loyola Marymount University 2008 — 2012
Bachelor of Science (B.S.), Mathematics
Kings Park High School
Nancy Thomas Nancy Thomas's Raymond James Financial Inc. Experience February 2013 - Present
Job Branch Operations Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. February 2013 - Present
Misch Instruments May 2012 - February 2013
Beyond Basics August 2011 - May 2012
Cardinal Advisors 2003 - 2010
Xerox 1985 - 1990
Skills
Fundraising, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, QuickBooks, Public Speaking, Event Planning, Non-profits, Research, Outlook, Event Management, Strategic Planning, Teaching, Microsoft Word, Accounts Payable, Accounts Receivable, Payroll, Human Resources, Health Insurance, Vendor Relationships, Grants, Website Updating, Team Building, Curriculum Design, Tutoring, Nonprofits, Program Management, Leadership, Management, Administration, Leadership Development, Public Relations, Policy, Budgets, Community Outreach, Marketing, Volunteer Management, Account Management, Social Media, Coaching, Editing, Inventory Management, Program Development, Small Business, Social Networking
Education
Michigan State University 1976 — 1980
BA, Education
Raymond James Financial Inc. February 2013 - Present
Misch Instruments May 2012 - February 2013
Beyond Basics August 2011 - May 2012
Cardinal Advisors 2003 - 2010
Xerox 1985 - 1990
Skills
Fundraising, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, QuickBooks, Public Speaking, Event Planning, Non-profits, Research, Outlook, Event Management, Strategic Planning, Teaching, Microsoft Word, Accounts Payable, Accounts Receivable, Payroll, Human Resources, Health Insurance, Vendor Relationships, Grants, Website Updating, Team Building, Curriculum Design, Tutoring, Nonprofits, Program Management, Leadership, Management, Administration, Leadership Development, Public Relations, Policy, Budgets, Community Outreach, Marketing, Volunteer Management, Account Management, Social Media, Coaching, Editing, Inventory Management, Program Development, Small Business, Social Networking
Education
Michigan State University 1976 — 1980
BA, Education
Mari Czyszczon's Raymond James Financial Inc. Experience October 2002 - October 2003
Job CFO/Director of Operations at Plaza Beach Resorts
Industry Hospitality
Experience
Plaza Beach Resorts - St Pete Beach November 2003 - Present
Charles Rutenberg Realty Inc. November 2003 - Present
Raymond James Financial Inc. October 2002 - October 2003
Skills
Customer Service, Microsoft Office, Public Speaking, Team Building, Event Planning, Leadership, Sales, Strategic Planning, Coaching, Management, Microsoft Excel, Marketing Strategy, Negotiation, Marketing, Social Media
Education
Florida International University 2000 — 2002
Master of Business Administration (MBA), Finance, General
Lynn University 1996 — 2000
Bachelor of Business Administration (BBA), International Business
Plaza Beach Resorts - St Pete Beach November 2003 - Present
Charles Rutenberg Realty Inc. November 2003 - Present
Raymond James Financial Inc. October 2002 - October 2003
Skills
Customer Service, Microsoft Office, Public Speaking, Team Building, Event Planning, Leadership, Sales, Strategic Planning, Coaching, Management, Microsoft Excel, Marketing Strategy, Negotiation, Marketing, Social Media
Education
Florida International University 2000 — 2002
Master of Business Administration (MBA), Finance, General
Lynn University 1996 — 2000
Bachelor of Business Administration (BBA), International Business
Chris Hamann Chris Hamann's Raymond James Financial Inc. Experience 2000 - 2002
Job Regional Franchise Leader Global Fertility Franchise at Merck Serono
Industry Biotechnology
Experience
Merck Serono 2014 - Present
Merck Serono 2012 - 2014
Merck Serono 2010 - 2012
Merck Serono 2009 - 2010
Accenture 2005 - 2009
Ballast Point Ventures 2002 - 2004
Raymond James Financial Inc. 2000 - 2002
Wachovia, A Wells Fargo Company 1999 - 2000
Skills
Business Strategy, Corporate Development, Global Business..., Strategy Development, Strategic Planning, Business Planning, Emerging Markets, Corporate Finance, Mergers, Venture Capital, Market Analysis, Due Diligence, Valuation, Life Sciences, Team Leadership, Restructuring, China Business..., Operational Excellence, International Business, Multicultural Team..., Cross-functional Team..., Biopharmaceuticals, Strategy, New Business Development, Mergers & Acquisitions, Lifesciences, Acquisition Integration, Strategic Consulting, Management
Education
London Business School
Management
University of Virginia
BA, Business and Economics
Merck Serono 2014 - Present
Merck Serono 2012 - 2014
Merck Serono 2010 - 2012
Merck Serono 2009 - 2010
Accenture 2005 - 2009
Ballast Point Ventures 2002 - 2004
Raymond James Financial Inc. 2000 - 2002
Wachovia, A Wells Fargo Company 1999 - 2000
Skills
Business Strategy, Corporate Development, Global Business..., Strategy Development, Strategic Planning, Business Planning, Emerging Markets, Corporate Finance, Mergers, Venture Capital, Market Analysis, Due Diligence, Valuation, Life Sciences, Team Leadership, Restructuring, China Business..., Operational Excellence, International Business, Multicultural Team..., Cross-functional Team..., Biopharmaceuticals, Strategy, New Business Development, Mergers & Acquisitions, Lifesciences, Acquisition Integration, Strategic Consulting, Management
Education
London Business School
Management
University of Virginia
BA, Business and Economics
Daniel McGarrigle, CAMS. Daniel McGarrigle, CAMS.'s Raymond James Financial Inc. Experience November 2011 - June 2014
Job Anti Money Laundering Investigations Specialist at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates June 2014 - Present
Raymond James Financial Inc. November 2011 - June 2014
Invesco Ltd. February 2010 - August 2010
Legg Mason Asset Management 2008 - 2010
New Star Asset Management 2006 - 2008
City Equities 2004 - 2005
Barclays Global Investors - London 2001 - 2004
Singer and Friedlander November 2000 - October 2001
CGNU 1998 - 2000
Skills
Equities, Financial Risk, Asset Management, Investments, Banking, Finance, Due Diligence, Analysis, Mutual Funds, Fixed Income, Auditing, Hedge Funds, AML, Trading, Investment Management, Internal Audit, Management, Middle Office, Securities, Risk Management, Financial Services
Education
Middlesex University 1995 — 1998
BA Hons, Business
Raymond James & Associates June 2014 - Present
Raymond James Financial Inc. November 2011 - June 2014
Invesco Ltd. February 2010 - August 2010
Legg Mason Asset Management 2008 - 2010
New Star Asset Management 2006 - 2008
City Equities 2004 - 2005
Barclays Global Investors - London 2001 - 2004
Singer and Friedlander November 2000 - October 2001
CGNU 1998 - 2000
Skills
Equities, Financial Risk, Asset Management, Investments, Banking, Finance, Due Diligence, Analysis, Mutual Funds, Fixed Income, Auditing, Hedge Funds, AML, Trading, Investment Management, Internal Audit, Management, Middle Office, Securities, Risk Management, Financial Services
Education
Middlesex University 1995 — 1998
BA Hons, Business
Jerry Darko Jerry Darko's Raymond James Financial Inc. Experience April 2012 - Present
Job Technology Investment Banking at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. April 2012 - Present
YetiZen September 2011 - Present
Morgan Keegan Technology Group October 2010 - April 2012
Macalester College March 2006 - March 2012
PLAY JUST LIKE YOU August 2008 - December 2011
The Gores Group March 2009 - August 2010
Pepperdine University August 2008 - August 2009
Countrywide Capital Markets May 2007 - January 2008
Skills
M&A experience, Mergers, Private Placements, IPO, Valuation, Modeling, Venture Capital, High Growth Companies, Technology Start-up, Capital Raising, Acquisitions, Corporate Finance, Networking, Financial Modeling, Private Equity, Investment Banking, Mergers & Acquisitions, Competitive Analysis, Strategy, Fundraising, Business Development, Corporate Development, Start-ups, Leadership, Analysis, Management, Business Strategy, SaaS, Investments, Finance, Emerging Markets, LBO, Business Valuation, Due Diligence, Strategic Partnerships, Capital Markets, Financial Analysis, Executive Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2009
Masters, Applied Finance
University of Southern California 2005 — 2007
MSc, Electrical Engineering and Technology Commercialization
Macalester College 2001 — 2005
Bachelors, Physics and Math
Maru A Pula Secondary School 1996 — 2000
Raymond James Financial Inc. April 2012 - Present
YetiZen September 2011 - Present
Morgan Keegan Technology Group October 2010 - April 2012
Macalester College March 2006 - March 2012
PLAY JUST LIKE YOU August 2008 - December 2011
The Gores Group March 2009 - August 2010
Pepperdine University August 2008 - August 2009
Countrywide Capital Markets May 2007 - January 2008
Skills
M&A experience, Mergers, Private Placements, IPO, Valuation, Modeling, Venture Capital, High Growth Companies, Technology Start-up, Capital Raising, Acquisitions, Corporate Finance, Networking, Financial Modeling, Private Equity, Investment Banking, Mergers & Acquisitions, Competitive Analysis, Strategy, Fundraising, Business Development, Corporate Development, Start-ups, Leadership, Analysis, Management, Business Strategy, SaaS, Investments, Finance, Emerging Markets, LBO, Business Valuation, Due Diligence, Strategic Partnerships, Capital Markets, Financial Analysis, Executive Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2009
Masters, Applied Finance
University of Southern California 2005 — 2007
MSc, Electrical Engineering and Technology Commercialization
Macalester College 2001 — 2005
Bachelors, Physics and Math
Maru A Pula Secondary School 1996 — 2000
Scott Wechselberger's Raymond James Financial Inc. Experience December 2012 - Present
Job Business Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. December 2012 - Present
Raymond James & Associates August 2009 - December 2012
LOOMIS ARMORED U.S. September 2008 - April 2009
JP MORGAN CHASE CORPORATION November 2007 - September 2008
Fed Ex Custom Critical May 2007 - November 2007
BANK OF AMERICA CORPORATION May 2006 - May 2007
QUICKFUEL DIVISION OF JACOBUS ENERGY February 2006 - April 2006
Schneider National August 2005 - December 2005
National City Bank April 2001 - August 2005
National City Bank August 1999 - April 2001
Skills
Microsoft Excel, Microsoft Word, SharePoint, Microsoft Access, Lotus Notes, CDL Class A, Tanker Operations, Hazardous Materials, Six Sigma, Team Leadership, Lean Operations, Cash, Operations Management, Series 99, Staff Management, Associate Development, Business Process..., Transportation, FAST Approved, Access, Training, Software Documentation, Management, Databases, VBA
Education
Schneider Training Academy 2005 — 2005
Certificate -- Entry Level Driver Training, Tractor-Trailer Operation
Macomb Community College
Associates Degree, Business Management
Raymond James Financial Inc. December 2012 - Present
Raymond James & Associates August 2009 - December 2012
LOOMIS ARMORED U.S. September 2008 - April 2009
JP MORGAN CHASE CORPORATION November 2007 - September 2008
Fed Ex Custom Critical May 2007 - November 2007
BANK OF AMERICA CORPORATION May 2006 - May 2007
QUICKFUEL DIVISION OF JACOBUS ENERGY February 2006 - April 2006
Schneider National August 2005 - December 2005
National City Bank April 2001 - August 2005
National City Bank August 1999 - April 2001
Skills
Microsoft Excel, Microsoft Word, SharePoint, Microsoft Access, Lotus Notes, CDL Class A, Tanker Operations, Hazardous Materials, Six Sigma, Team Leadership, Lean Operations, Cash, Operations Management, Series 99, Staff Management, Associate Development, Business Process..., Transportation, FAST Approved, Access, Training, Software Documentation, Management, Databases, VBA
Education
Schneider Training Academy 2005 — 2005
Certificate -- Entry Level Driver Training, Tractor-Trailer Operation
Macomb Community College
Associates Degree, Business Management
Brian Nanney Brian Nanney's Raymond James Financial Inc. Experience July 2014 - March 2015
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Raymond James Financial Inc. July 2014 - March 2015
Shoemaker Financial April 2012 - July 2014
C.H. Robinson Worldwide, Inc. October 2010 - February 2012
Skills
Retirement Planning, Series 7, Series 66, Strategic Financial..., Alternative Investments
Education
Mississippi State University
Fidelity Investments March 2015 - Present
Raymond James Financial Inc. July 2014 - March 2015
Shoemaker Financial April 2012 - July 2014
C.H. Robinson Worldwide, Inc. October 2010 - February 2012
Skills
Retirement Planning, Series 7, Series 66, Strategic Financial..., Alternative Investments
Education
Mississippi State University
Robin McClain's Raymond James Financial Inc. Experience February 2012 - June 2013
Job Marketing Strategies & Programs
Industry Management Consulting
Experience
KPMG March 2015 - Present
KPMG July 2013 - March 2015
Raymond James Financial Inc. February 2012 - June 2013
ZT Wealth December 2011 - February 2012
Salient Partners September 2009 - December 2011
Treubau die Fachverwalter GmbH 2008 - 2009
Skills
Event Planning, Management, Microsoft Excel, Microsoft Office, Process Scheduler, Outlook, Leadership, Investments, PowerPoint, Microsoft Word, Customer Service, Contract Negotiation, Accounting, Press Releases, Sales, Financial Analysis, Media Relations, Administrative..., Event Management, Strategic Planning, Budgets, Social Media Marketing, Marketing Strategy, Online Marketing, Digital Marketing, Integrated Marketing, Email Marketing, Reporting & Analysis, Performance Reporting, Web Analytics, Google Analytics, Marketing Analytics
Education
Louisiana State University and Agricultural and Mechanical College 2004 — 2008
B.A., Communications Studies, Business Administration
KPMG March 2015 - Present
KPMG July 2013 - March 2015
Raymond James Financial Inc. February 2012 - June 2013
ZT Wealth December 2011 - February 2012
Salient Partners September 2009 - December 2011
Treubau die Fachverwalter GmbH 2008 - 2009
Skills
Event Planning, Management, Microsoft Excel, Microsoft Office, Process Scheduler, Outlook, Leadership, Investments, PowerPoint, Microsoft Word, Customer Service, Contract Negotiation, Accounting, Press Releases, Sales, Financial Analysis, Media Relations, Administrative..., Event Management, Strategic Planning, Budgets, Social Media Marketing, Marketing Strategy, Online Marketing, Digital Marketing, Integrated Marketing, Email Marketing, Reporting & Analysis, Performance Reporting, Web Analytics, Google Analytics, Marketing Analytics
Education
Louisiana State University and Agricultural and Mechanical College 2004 — 2008
B.A., Communications Studies, Business Administration
Patricia DeChant Patricia DeChant's Raymond James Financial Inc. Experience April 2003 - April 2012
Job Investment Advisor at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors July 2014 - Present
D.A. Davidson Companies August 2013 - July 2014
Cortview/Pierpont May 2012 - May 2013
Raymond James Financial Inc. April 2003 - April 2012
Wachovia Securities Financial Network October 1992 - March 2003
Skills
Series 7, Series 65, Investments, Fixed Income, Equities, Municipal Bonds, Asset Management, Financial Advisory, Investment Strategies, Portfolio Management, Management, Sales Management, Sales, Structured Products, Finance, Customer Service, Series 8, Securities, Capital Markets, Bonds
Education
Marquette University
Bachelor's Degree, Finance Major
Dominican High School
High School
Geneva Advisors July 2014 - Present
D.A. Davidson Companies August 2013 - July 2014
Cortview/Pierpont May 2012 - May 2013
Raymond James Financial Inc. April 2003 - April 2012
Wachovia Securities Financial Network October 1992 - March 2003
Skills
Series 7, Series 65, Investments, Fixed Income, Equities, Municipal Bonds, Asset Management, Financial Advisory, Investment Strategies, Portfolio Management, Management, Sales Management, Sales, Structured Products, Finance, Customer Service, Series 8, Securities, Capital Markets, Bonds
Education
Marquette University
Bachelor's Degree, Finance Major
Dominican High School
High School
Rob Reinike Rob Reinike's Raymond James Financial Inc. Experience March 2007 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. March 2007 - Present
Skills
Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Series 63, Investments, Asset Allocation, Retirement
Education
Mississippi Gulf Coast Community College
Mississippi State University
Petroleum Engineering
Raymond James Financial Inc. March 2007 - Present
Skills
Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Series 63, Investments, Asset Allocation, Retirement
Education
Mississippi Gulf Coast Community College
Mississippi State University
Petroleum Engineering
Allison Senecal's Raymond James Financial Inc. Experience October 2014 - Present
Job Registered Sales Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
RBC Wealth Management January 2013 - October 2014
Merchants Bank January 2011 - January 2013
Lifetouch Portrait Studios November 2005 - November 2010
Skills
Customer Service, Credit, Retail Banking, Loans, Microsoft Office, Microsoft Excel, Cash Management, Management, Portfolio Management, Sales, Relationship Management, Leadership, Outlook, Microsoft Word, PowerPoint, Finance, Team Leadership, Risk Management, Financial Analysis
Education
Marlboro College 2011 — 2013
Bachelor's degree, Managing Information Systems
Manchester Community College 2008 — 2010
Associate of Science (AS), General Studies
Raymond James Financial Inc. October 2014 - Present
RBC Wealth Management January 2013 - October 2014
Merchants Bank January 2011 - January 2013
Lifetouch Portrait Studios November 2005 - November 2010
Skills
Customer Service, Credit, Retail Banking, Loans, Microsoft Office, Microsoft Excel, Cash Management, Management, Portfolio Management, Sales, Relationship Management, Leadership, Outlook, Microsoft Word, PowerPoint, Finance, Team Leadership, Risk Management, Financial Analysis
Education
Marlboro College 2011 — 2013
Bachelor's degree, Managing Information Systems
Manchester Community College 2008 — 2010
Associate of Science (AS), General Studies
Ashley Hungerford Ashley Hungerford's Raymond James Financial Inc. Experience September 2012 - December 2012
Job BMT/ Associate Manager at Mariner Finance
Industry Financial Services
Experience
Mariner Finance June 2013 - Present
BSRS.LLC February 2005 - Present
Starbucks October 2005 - August 2013
Raymond James Financial Inc. September 2012 - December 2012
Skills
Customer Service, Bloomberg, Net Advantage, Morningstar, Mergent Online, Spreadsheets, Income Statement, Microsoft Excel, Microsoft Word, Market Research, Pay attention to detail, PowerPoint, Microsoft Office, Event Planning, Management, Public Speaking, Event Management, Research, File Management, Problem Sensitivity, New Hire Training, Office Management, Teamwork, Inventory Management
Education
Towson University 2011 — 2013
Bachelor of Science (B.S.), Business Administration-Finance
Montgomery College 2007 — 2011
Associate of Science (A.S.), Business Administration
Mariner Finance June 2013 - Present
BSRS.LLC February 2005 - Present
Starbucks October 2005 - August 2013
Raymond James Financial Inc. September 2012 - December 2012
Skills
Customer Service, Bloomberg, Net Advantage, Morningstar, Mergent Online, Spreadsheets, Income Statement, Microsoft Excel, Microsoft Word, Market Research, Pay attention to detail, PowerPoint, Microsoft Office, Event Planning, Management, Public Speaking, Event Management, Research, File Management, Problem Sensitivity, New Hire Training, Office Management, Teamwork, Inventory Management
Education
Towson University 2011 — 2013
Bachelor of Science (B.S.), Business Administration-Finance
Montgomery College 2007 — 2011
Associate of Science (A.S.), Business Administration
Hilary Strong Hilary Strong's Raymond James Financial Inc. Experience May 2012 - July 2012
Job Student at Vanderbilt University
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - July 2012
The Summer House by Todd English May 2010 - July 2010
Education
University College Cork 2015 — 2016
MPH Candidate
Mills College 2014 — 2015
Pre-Medical Certificate Program, Postbaccalaureate Premedical Program
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Psychology, Financial Economics
National Cathedral School
Raymond James Financial Inc. May 2012 - July 2012
The Summer House by Todd English May 2010 - July 2010
Education
University College Cork 2015 — 2016
MPH Candidate
Mills College 2014 — 2015
Pre-Medical Certificate Program, Postbaccalaureate Premedical Program
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Psychology, Financial Economics
National Cathedral School
Allan Palma Allan Palma's Raymond James Financial Inc. Experience September 2012 - December 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch January 2013 - January 2014
Raymond James Financial Inc. September 2012 - December 2012
Trevarrow Inc. January 2008 - October 2012
Kensington Community Church August 2011 - June 2012
Rochester Adams High School August 2011 - June 2012
Comerica Bank May 2007 - January 2010
Skills
Option Pricing Models, Cost Basis, Analysis, Options Strategies, Problem Solving, Equity Trading, Puzzles, Financial Analysis, Financial Modeling, Financial Markets, Visual Basic, Mathematics, JavaBeans, Unix, Cash Handling, Spirituality, Coordinating Events, Strategic Leadership, Excel, Cost Basis Reporting, College Ministry, Youth Leadership, Tutoring, Microsoft Excel, Series 7, Options, Derivatives, Trading, Wealth Management
Education
Oakland University 2011 — 2016
Bachelor of Science (B.S.), Mathematics, 3.2
Michigan State University 2008 — 2010
Bachelor of Arts (B.A.), Finance, 3.5
Merrill Lynch January 2014 - Present
Merrill Lynch January 2013 - January 2014
Raymond James Financial Inc. September 2012 - December 2012
Trevarrow Inc. January 2008 - October 2012
Kensington Community Church August 2011 - June 2012
Rochester Adams High School August 2011 - June 2012
Comerica Bank May 2007 - January 2010
Skills
Option Pricing Models, Cost Basis, Analysis, Options Strategies, Problem Solving, Equity Trading, Puzzles, Financial Analysis, Financial Modeling, Financial Markets, Visual Basic, Mathematics, JavaBeans, Unix, Cash Handling, Spirituality, Coordinating Events, Strategic Leadership, Excel, Cost Basis Reporting, College Ministry, Youth Leadership, Tutoring, Microsoft Excel, Series 7, Options, Derivatives, Trading, Wealth Management
Education
Oakland University 2011 — 2016
Bachelor of Science (B.S.), Mathematics, 3.2
Michigan State University 2008 — 2010
Bachelor of Arts (B.A.), Finance, 3.5
Melissa Picone Melissa Picone's Raymond James Financial Inc. Experience December 2013 - February 2014
Job Supply Chain Management Trainee at JCPenney
Industry Logistics and Supply Chain
Experience
JCPenney June 2015 - Present
Raymond James Financial Inc. December 2013 - February 2014
Action Watercraft June 2009 - August 2012
Boomershine Consulting Group, L.L.C. September 2010 - May 2011
Skills
Customer Service, Management, Microsoft Excel, Leadership, Project Management, Microsoft Word, Strategic Planning, Sales, PowerPoint, SAP ERP
Education
University of Maryland College Park 2011 — 2015
Bachelor’s Degree, International Business, Supply Chain Management, Marketing
London Metropolitan University 2013 — 2013
The American University of Rome
JCPenney June 2015 - Present
Raymond James Financial Inc. December 2013 - February 2014
Action Watercraft June 2009 - August 2012
Boomershine Consulting Group, L.L.C. September 2010 - May 2011
Skills
Customer Service, Management, Microsoft Excel, Leadership, Project Management, Microsoft Word, Strategic Planning, Sales, PowerPoint, SAP ERP
Education
University of Maryland College Park 2011 — 2015
Bachelor’s Degree, International Business, Supply Chain Management, Marketing
London Metropolitan University 2013 — 2013
The American University of Rome
Seth Hurd Seth Hurd's Raymond James Financial Inc. Experience January 2015 - Present
Job Accountant III Raymond James Financial
Industry Accounting
Experience
Raymond James Financial Inc. January 2015 - Present
Natural Nutraceuticals April 2014 - Present
Florida Lift Systems September 2013 - January 2015
Florida Lift Systems September 2012 - September 2013
UMB Fund Services September 2010 - June 2012
Skills
Account Reconciliation, General Ledger, Financial Accounting, Microsoft Office, GAAP, Cash Flow Statements, Payroll, Bank Reconciliation, Monthly Close Process, Cash Flow Forecasting, Derivatives Trading, Financial Statements, Great Plains Software, NAV Calculations, Dividend Policies, Chart of Accounts, Income Statement, Microsoft Dynamics, Finance, Accounts Payable, Custody Reconciliation, Journal Entries, Accruals, Forecasting, Start-ups, Entrepreneurship
Education
University of Wisconsin-Milwaukee - School of Business Administration 2005 — 2010
Graduate, Accounting and Finance
NEGOCIA - Centre international de formation à la vente et à la négociation commerciale 2010 — 2010
Immersion in European Business
Raymond James Financial Inc. January 2015 - Present
Natural Nutraceuticals April 2014 - Present
Florida Lift Systems September 2013 - January 2015
Florida Lift Systems September 2012 - September 2013
UMB Fund Services September 2010 - June 2012
Skills
Account Reconciliation, General Ledger, Financial Accounting, Microsoft Office, GAAP, Cash Flow Statements, Payroll, Bank Reconciliation, Monthly Close Process, Cash Flow Forecasting, Derivatives Trading, Financial Statements, Great Plains Software, NAV Calculations, Dividend Policies, Chart of Accounts, Income Statement, Microsoft Dynamics, Finance, Accounts Payable, Custody Reconciliation, Journal Entries, Accruals, Forecasting, Start-ups, Entrepreneurship
Education
University of Wisconsin-Milwaukee - School of Business Administration 2005 — 2010
Graduate, Accounting and Finance
NEGOCIA - Centre international de formation à la vente et à la négociation commerciale 2010 — 2010
Immersion in European Business
Jonathon Wolak Jonathon Wolak's Raymond James Financial Inc. Experience August 2007 - November 2010
Job Genius at Apple
Industry Consumer Electronics
Experience
Apple July 2014 - Present
Apple July 2013 - July 2014
Qdoba Restaurant Corporation August 2012 - September 2013
Chipotle Mexican Grill December 2010 - July 2012
Raymond James Financial Inc. August 2007 - November 2010
Skills
Customer Satisfaction, Inventory Management, Microsoft Office, Retail, Customer Service, Team Leadership, Troubleshooting, Time Management, iPhone, Management, Sales, Computer Hardware
Education
Michigan State University 2003 — 2007
Bachelor of Arts (BA), Telecommunication, Information Studies and Media
Apple July 2014 - Present
Apple July 2013 - July 2014
Qdoba Restaurant Corporation August 2012 - September 2013
Chipotle Mexican Grill December 2010 - July 2012
Raymond James Financial Inc. August 2007 - November 2010
Skills
Customer Satisfaction, Inventory Management, Microsoft Office, Retail, Customer Service, Team Leadership, Troubleshooting, Time Management, iPhone, Management, Sales, Computer Hardware
Education
Michigan State University 2003 — 2007
Bachelor of Arts (BA), Telecommunication, Information Studies and Media
Steve Prowse Steve Prowse's Raymond James Financial Inc. Experience April 2009 - April 2012
Job Retired at Panama City Beach, FL
Industry Financial Services
Experience
Retired May 2012 - Present
Raymond James Financial Inc. April 2009 - April 2012
United States Air Force June 1993 - June 1995
Education
Wayne State University 1982 — 1984
Master of Business Administration (MBA), Accounting and Finance
Marshall University 1968 — 1972
Bachelor of Arts (BA), Psychology
Retired May 2012 - Present
Raymond James Financial Inc. April 2009 - April 2012
United States Air Force June 1993 - June 1995
Education
Wayne State University 1982 — 1984
Master of Business Administration (MBA), Accounting and Finance
Marshall University 1968 — 1972
Bachelor of Arts (BA), Psychology
Ray West Ray West's Raymond James Financial Inc. Experience August 2000 - July 2007
Job Managing Partner at Rayburn West Financial
Industry Financial Services
Experience
Rayburn West Financial Services July 2007 - Present
Raymond James Financial Inc. August 2000 - July 2007
Pinnacle Financial Partners August 2000 - July 2007
Regions Financial Corporation 1998 - 2000
Merrill Lynch 1991 - 1997
Transamerica 1989 - 1990
Skills
Asset Management, Management, Portfolio Management, Finance, Investments, Wealth Management, Hedge Funds, Equities, Securities, Fixed Income, Mutual Funds, Capital Markets, Retirement Planning, Financial Advisory, Financial Analysis, Asset Allocation, Investment Advisory, Series 7, Private Equity, Alternative Investments, Investment Strategies, Strategic Financial..., Wealth Management...
Education
Merrill Lynch 1991 — 1993
24 Month Professional Development Program- Princeton N.J., Investments and Securities
University of Tennessee-Knoxville 1986 — 1989
Bachelor of Science (B.S.), Accounting and Finance
Middle Tennessee State University 1984 — 1985
Nashville Christian School 1978 — 1984
Rayburn West Financial Services July 2007 - Present
Raymond James Financial Inc. August 2000 - July 2007
Pinnacle Financial Partners August 2000 - July 2007
Regions Financial Corporation 1998 - 2000
Merrill Lynch 1991 - 1997
Transamerica 1989 - 1990
Skills
Asset Management, Management, Portfolio Management, Finance, Investments, Wealth Management, Hedge Funds, Equities, Securities, Fixed Income, Mutual Funds, Capital Markets, Retirement Planning, Financial Advisory, Financial Analysis, Asset Allocation, Investment Advisory, Series 7, Private Equity, Alternative Investments, Investment Strategies, Strategic Financial..., Wealth Management...
Education
Merrill Lynch 1991 — 1993
24 Month Professional Development Program- Princeton N.J., Investments and Securities
University of Tennessee-Knoxville 1986 — 1989
Bachelor of Science (B.S.), Accounting and Finance
Middle Tennessee State University 1984 — 1985
Nashville Christian School 1978 — 1984
Jahaida Dari Moino Jahaida Dari Moino's Raymond James Financial Inc. Experience March 1999 - April 2000
Job Account Executive ll at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) December 2010 - December 2012
Wiggin and Dana LLP June 2005 - November 2010
Paul, Weiss, Rifkind, Wharton & Garrison LLP March 2005 - June 2005
Weitz & Luxenberg August 2001 - October 2004
Sun Microsystems July 2000 - July 2001
Raymond James Financial Inc. March 1999 - April 2000
Skills
Fluent in Spanish, 401k, Series 6, Series 63
Education
New York University 2000 — 2001
Paralegal certificate, Paralegal studies
Manhattan College 1991 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Mother Cabrini 1987 — 1991
Regents High School Diploma, General Studies
Principal Financial Group March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) December 2010 - December 2012
Wiggin and Dana LLP June 2005 - November 2010
Paul, Weiss, Rifkind, Wharton & Garrison LLP March 2005 - June 2005
Weitz & Luxenberg August 2001 - October 2004
Sun Microsystems July 2000 - July 2001
Raymond James Financial Inc. March 1999 - April 2000
Skills
Fluent in Spanish, 401k, Series 6, Series 63
Education
New York University 2000 — 2001
Paralegal certificate, Paralegal studies
Manhattan College 1991 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Mother Cabrini 1987 — 1991
Regents High School Diploma, General Studies
Bryan Sweet's Raymond James Financial Inc. Experience 1989 - Present
Job Wealth Advisor, helping people live their retirement dreams
Industry Financial Services
Experience
Raymond James Financial Inc. 1989 - Present
Sweet Financial Services, Inc. December 1979 - Present
Skills
Estate Planning, Investment Management, Financial Planning, 401k, Investments, Investment Advisory, Wealth, Retirement Planning, Retirement, Chartered Financial..., Certified Fund..., Wealth Advisor, Comprehensive Wealth...
Education
The American College in Bryn Mawr
Masters, Financial Services
Minnesota State University, Mankato
BS, Business Administration Minor in Accounting
Raymond James Financial Inc. 1989 - Present
Sweet Financial Services, Inc. December 1979 - Present
Skills
Estate Planning, Investment Management, Financial Planning, 401k, Investments, Investment Advisory, Wealth, Retirement Planning, Retirement, Chartered Financial..., Certified Fund..., Wealth Advisor, Comprehensive Wealth...
Education
The American College in Bryn Mawr
Masters, Financial Services
Minnesota State University, Mankato
BS, Business Administration Minor in Accounting
Stephen Hardin Stephen Hardin's Raymond James Financial Inc. Experience April 2013 - July 2015
Job MBA Candidate at University of Michigan Stephen M. Ross School of Business
Industry Management Consulting
Experience
Raymond James Financial Inc. April 2013 - July 2015
Knight Capital Group June 2011 - March 2013
Knight Capital Group June 2010 - May 2011
Skills
Financial Modeling, Public Speaking, Bloomberg, Financial Analysis, Equity Research, Equities, Investments, Derivatives, Series 7, Series 63, Finance, Investment Management, Commodity, Investment Banking, Valuation, Hedge Funds, Fixed Income, Securities, Options Strategies, Trading Strategies
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Middlebury College 2006 — 2010
BA, Economics, Minor in Mathematics
Delbarton School 2000 — 2006
High School
Raymond James Financial Inc. April 2013 - July 2015
Knight Capital Group June 2011 - March 2013
Knight Capital Group June 2010 - May 2011
Skills
Financial Modeling, Public Speaking, Bloomberg, Financial Analysis, Equity Research, Equities, Investments, Derivatives, Series 7, Series 63, Finance, Investment Management, Commodity, Investment Banking, Valuation, Hedge Funds, Fixed Income, Securities, Options Strategies, Trading Strategies
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Middlebury College 2006 — 2010
BA, Economics, Minor in Mathematics
Delbarton School 2000 — 2006
High School
Courtney Spring Courtney Spring's Raymond James Financial Inc. Experience November 2012 - July 2013
Job Assistant Director of Admission and Director of Financial Assistance at Lausanne Collegiate School
Industry Education Management
Experience
Lausanne Collegiate School August 2013 - Present
Raymond James Financial Inc. November 2012 - July 2013
Raymond James Morgan Keegan April 2009 - January 2013
Madison Hotel 2008 - 2009
Skills
Event Planning, Event Management, Marketing, Strategic Planning, Financial Services, Marketing Strategy, Customer Service, Social Media, Social Media Marketing, Microsoft Excel, Wealth Management, Marketing Communications, Market Research, Fundraising, Training
Education
Mississippi State University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Mississippi state university 2004 — 2008
Bachelor of business, Marketing
Lausanne Collegiate School August 2013 - Present
Raymond James Financial Inc. November 2012 - July 2013
Raymond James Morgan Keegan April 2009 - January 2013
Madison Hotel 2008 - 2009
Skills
Event Planning, Event Management, Marketing, Strategic Planning, Financial Services, Marketing Strategy, Customer Service, Social Media, Social Media Marketing, Microsoft Excel, Wealth Management, Marketing Communications, Market Research, Fundraising, Training
Education
Mississippi State University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Mississippi state university 2004 — 2008
Bachelor of business, Marketing
Amanda(Yiting) Sherwood Amanda(Yiting) Sherwood's Raymond James Financial Inc. Experience January 2012 - May 2012
Job Financial Analyst at Allscripts
Industry Accounting
Experience
Allscripts May 2015 - Present
Citi December 2013 - March 2015
Ace Energy March 2013 - July 2013
NRG Energy Inc. September 2012 - March 2013
Raymond James Financial Inc. January 2012 - May 2012
SUNY Fredonia 2011 - 2012
Technology Incubator, SUNY Fredonia 2011 - 2012
Skills
Accounting, Financial Analysis, Financial Forecasting, Accounts Receivable, Tax, Finance, Financial Reporting, Auditing, Team Management, Internal Controls, QuickBooks, Financial Accounting, Time Management, Tax Preparation, Investments, Accounts Payable, Microsoft Excel, General Ledger, Invoicing, Cost Accounting, Cash Flow, GAAP
Education
State University of New York at Fredonia 2009 — 2012
Bachelor of Science (BS), Public Accountancy and Finance dual majors
Nanjing University 2006 — 2009
Higher National Diploma issued by Scottish Qualifications Authority, Accounting
Allscripts May 2015 - Present
Citi December 2013 - March 2015
Ace Energy March 2013 - July 2013
NRG Energy Inc. September 2012 - March 2013
Raymond James Financial Inc. January 2012 - May 2012
SUNY Fredonia 2011 - 2012
Technology Incubator, SUNY Fredonia 2011 - 2012
Skills
Accounting, Financial Analysis, Financial Forecasting, Accounts Receivable, Tax, Finance, Financial Reporting, Auditing, Team Management, Internal Controls, QuickBooks, Financial Accounting, Time Management, Tax Preparation, Investments, Accounts Payable, Microsoft Excel, General Ledger, Invoicing, Cost Accounting, Cash Flow, GAAP
Education
State University of New York at Fredonia 2009 — 2012
Bachelor of Science (BS), Public Accountancy and Finance dual majors
Nanjing University 2006 — 2009
Higher National Diploma issued by Scottish Qualifications Authority, Accounting
Courtney Ardoin's Raymond James Financial Inc. Experience June 2014 - September 2015
Job Client Service Manager at Heggie Investment Partners
Industry Financial Services
Experience
Heggie Investment Partners September 2015 - Present
Raymond James Financial Inc. June 2014 - September 2015
Louisiana Hot Stuff May 2012 - June 2014
The Walt Disney Company January 2012 - May 2012
Louisiana Hot Stuff August 2008 - January 2012
Skills
Retail, Merchandising, Inventory Management, Visual Merchandising, Purchasing, Customer Service, Fashion, Sales, Store Management, Apparel, Negotiation, Inventory Control, Communication Skills, People-oriented, Time Management, Organization, Retail Buying, Customer Satisfaction, PowerPoint, Social Media, Management, Microsoft Excel, Public Speaking, Microsoft Word, Marketing, Event Planning, Social Networking, Microsoft Office
Education
University of Louisiana at Lafayette 2008 — 2012
General Studies, Applied Sciences
Louisiana State University 2007 — 2007
Heggie Investment Partners September 2015 - Present
Raymond James Financial Inc. June 2014 - September 2015
Louisiana Hot Stuff May 2012 - June 2014
The Walt Disney Company January 2012 - May 2012
Louisiana Hot Stuff August 2008 - January 2012
Skills
Retail, Merchandising, Inventory Management, Visual Merchandising, Purchasing, Customer Service, Fashion, Sales, Store Management, Apparel, Negotiation, Inventory Control, Communication Skills, People-oriented, Time Management, Organization, Retail Buying, Customer Satisfaction, PowerPoint, Social Media, Management, Microsoft Excel, Public Speaking, Microsoft Word, Marketing, Event Planning, Social Networking, Microsoft Office
Education
University of Louisiana at Lafayette 2008 — 2012
General Studies, Applied Sciences
Louisiana State University 2007 — 2007
Dan Chassee's Raymond James Financial Inc. Experience
Job FA
Industry Financial Services
Experience
Raymond James Financial Inc.
Skills
Investments
Education
Louisiana State University
Raymond James Financial Inc.
Skills
Investments
Education
Louisiana State University
Cynthia Johansmeyer's Raymond James Financial Inc. Experience May 2013 - October 2014
Job REALTOR; St Certified Residential Appraiser
Industry Banking
Experience
Keller Williams Realty, Inc. May 2015 - Present
CJ Appraisal Services, LLC March 2003 - Present
Raymond James Financial Inc. May 2013 - October 2014
Warbird Consulting Partners, LLC February 2012 - October 2012
Valuation Management Group August 2011 - February 2012
Opus Capital Markets September 2010 - May 2011
Accu-Val Appraisal Group, Inc January 2004 - August 2010
USAirways January 1979 - July 2007
ASI 2002 - 2004
Skills
Valuation, Due Diligence, Real Estate Due..., Appraisals, Forensic Review..., Review Appraiser, Real Estate, REO, Market Analysis, Foreclosures, FHA, Real Estate Transactions, Mortgage Lending, Property, Investment Properties, Short Sales, Residential Homes, Relocation, Loan Origination, Single Family Homes, Customer Service
Education
Cooke School of Real Estate 2003 — 2003
Trainee Appraiser, ABI
FIDM/Los Angeles 1989 — 1991
Associate of Arts and Sciences (A.A.S.), Fashion/Apparel Design
Massachusetts College of Art 1985 — 1987
Associate of Arts and Sciences (A.A.S.), Fashion/Apparel Design
Southwestern Central High School 1971 — 1975
Keller Williams Realty, Inc. May 2015 - Present
CJ Appraisal Services, LLC March 2003 - Present
Raymond James Financial Inc. May 2013 - October 2014
Warbird Consulting Partners, LLC February 2012 - October 2012
Valuation Management Group August 2011 - February 2012
Opus Capital Markets September 2010 - May 2011
Accu-Val Appraisal Group, Inc January 2004 - August 2010
USAirways January 1979 - July 2007
ASI 2002 - 2004
Skills
Valuation, Due Diligence, Real Estate Due..., Appraisals, Forensic Review..., Review Appraiser, Real Estate, REO, Market Analysis, Foreclosures, FHA, Real Estate Transactions, Mortgage Lending, Property, Investment Properties, Short Sales, Residential Homes, Relocation, Loan Origination, Single Family Homes, Customer Service
Education
Cooke School of Real Estate 2003 — 2003
Trainee Appraiser, ABI
FIDM/Los Angeles 1989 — 1991
Associate of Arts and Sciences (A.A.S.), Fashion/Apparel Design
Massachusetts College of Art 1985 — 1987
Associate of Arts and Sciences (A.A.S.), Fashion/Apparel Design
Southwestern Central High School 1971 — 1975
Connor Carey Connor Carey's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Credit Analyst Intern at Apollo Global Management LLC
Industry Higher Education
Experience
Apollo Global Management LLC June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
The Captain's Club at Woodfield May 2013 - August 2013
Seifert's Golf Plus June 2010 - August 2012
Skills
Leadership, Communication, Deadline Driven, Organization, Committed to..., Goal Oriented, Microsoft Office, Teamwork, Integrity, Social Networking, Research, Econometrics, People Skills, Finance, Data Analysis, Campaigns, Microsoft Word, Project Planning, PowerPoint, Critical Thinking, Self-driven, Time Management, Analytical Skills, Sales, Team-oriented, Facebook, SPSS
Education
Michigan State University 2012 — 2016
Finance and Economics
Apollo Global Management LLC June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
The Captain's Club at Woodfield May 2013 - August 2013
Seifert's Golf Plus June 2010 - August 2012
Skills
Leadership, Communication, Deadline Driven, Organization, Committed to..., Goal Oriented, Microsoft Office, Teamwork, Integrity, Social Networking, Research, Econometrics, People Skills, Finance, Data Analysis, Campaigns, Microsoft Word, Project Planning, PowerPoint, Critical Thinking, Self-driven, Time Management, Analytical Skills, Sales, Team-oriented, Facebook, SPSS
Education
Michigan State University 2012 — 2016
Finance and Economics
Keith Lightfoot Keith Lightfoot's Raymond James Financial Inc. Experience 1994 - Present
Job Branch Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Keith Lightfoot Investments January 1994 - Present
Keith Lightfoot Investments 1994 - Present
Raymond James Financial Inc. 1994 - Present
Skills
Strategic Planning, Accounting
Education
McMurry University 1962 — 1966
BBA, Accounting /Finance
Keith Lightfoot Investments January 1994 - Present
Keith Lightfoot Investments 1994 - Present
Raymond James Financial Inc. 1994 - Present
Skills
Strategic Planning, Accounting
Education
McMurry University 1962 — 1966
BBA, Accounting /Finance
Sean Beard Sean Beard's Raymond James Financial Inc. Experience May 2014 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Cedar Rapids Firefighters Foundation December 2011 - Present
Cedar Rapids Fire Department September 2009 - May 2014
Skills
Strategic Planning, Emergency Services, Public Speaking, Healthcare, Management, Public Safety, Leadership, Team Building, Financial Planning, Financial Services, Investments
Education
Michigan State University 2005 — 2006
Bachelor of Science, Health Studies
Michigan State University 2005 — 2006
Bachelor of Science (B.S.), Health Studies/Medical Anthropology
Cedar Rapids Washington High School
Cedar Rapids Washington High School
Raymond James Financial Inc. May 2014 - Present
Cedar Rapids Firefighters Foundation December 2011 - Present
Cedar Rapids Fire Department September 2009 - May 2014
Skills
Strategic Planning, Emergency Services, Public Speaking, Healthcare, Management, Public Safety, Leadership, Team Building, Financial Planning, Financial Services, Investments
Education
Michigan State University 2005 — 2006
Bachelor of Science, Health Studies
Michigan State University 2005 — 2006
Bachelor of Science (B.S.), Health Studies/Medical Anthropology
Cedar Rapids Washington High School
Cedar Rapids Washington High School
Paul Pita Paul Pita's Raymond James Financial Inc. Experience November 2009 - March 2010
Job Project Manager at Jonathon Dahl Woodworks
Industry Architecture & Planning
Experience
Jonathon Dahl Woodworks September 2012 - Present
Puma October 2011 - Present
Kobecue Restaurant March 2012 - September 2012
Wells Fargo March 2010 - October 2011
Raymond James Financial Inc. November 2009 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Project Management
Education
University of Houston 2014 — 2016
Bachelors Degree, Corporate Communications
Lone Star College System 2010 — 2014
Associate of Arts (AA), Communication
Jonathon Dahl Woodworks September 2012 - Present
Puma October 2011 - Present
Kobecue Restaurant March 2012 - September 2012
Wells Fargo March 2010 - October 2011
Raymond James Financial Inc. November 2009 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Project Management
Education
University of Houston 2014 — 2016
Bachelors Degree, Corporate Communications
Lone Star College System 2010 — 2014
Associate of Arts (AA), Communication
Bill Schretter MBA, CLU, ChFC, CFP Bill Schretter MBA, CLU, ChFC, CFP's Raymond James Financial Inc. Experience June 2012 - December 2014
Job Senior Financial Planner at Key Private Bank
Industry Financial Services
Experience
Key Private Bank December 2014 - Present
Life- Legacy Services June 2012 - Present
CFP Board December 2014 - Present
Financial Planning Association of Southwestern Ohio January 2010 - Present
FPA 2010 - Present
Raymond James Financial Inc. June 2012 - December 2014
BSB Partners January 2009 - December 2014
Hondros College October 2006 - December 2014
Financial Planning Association of Southwestern Ohio February 2010 - September 2014
Capital Analysts Incorporated September 2007 - May 2012
Skills
Retirement Planning, Strategic Financial..., Goal Planning, Insurance, Investments, Retirement, Wealth Management, Financial Planning, Life Insurance, Risk Management, Investment Advisory, Asset Management, Public Speaking, Series 7, Financial Management, Budgeting, Business Planning, Process Improvement, Succession Planning, Positive Psychology, Compliance Consulting, Practice Management, Legacy Planning, Legacy Video Services, Holistic Financial..., Business Coaching, Finance, Leadership, Management, Financial Services, Financial Advisory, Portfolio Management, Mutual Funds, Strategic Planning, Financial Analysis, Customer Service, Securities, Consulting
Education
Professional Credentials- CLU, ChFC, CFP, CSCP, AIRC 2003 — 2010
The American College 2004 — 2007
CLU, ChFC
University of Cincinnati College of Business 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
BS, Marketing, Marketing Research
St. Xavier High School 1986 — 1990
Preparatory, Jesuit Preparatory
Key Private Bank December 2014 - Present
Life- Legacy Services June 2012 - Present
CFP Board December 2014 - Present
Financial Planning Association of Southwestern Ohio January 2010 - Present
FPA 2010 - Present
Raymond James Financial Inc. June 2012 - December 2014
BSB Partners January 2009 - December 2014
Hondros College October 2006 - December 2014
Financial Planning Association of Southwestern Ohio February 2010 - September 2014
Capital Analysts Incorporated September 2007 - May 2012
Skills
Retirement Planning, Strategic Financial..., Goal Planning, Insurance, Investments, Retirement, Wealth Management, Financial Planning, Life Insurance, Risk Management, Investment Advisory, Asset Management, Public Speaking, Series 7, Financial Management, Budgeting, Business Planning, Process Improvement, Succession Planning, Positive Psychology, Compliance Consulting, Practice Management, Legacy Planning, Legacy Video Services, Holistic Financial..., Business Coaching, Finance, Leadership, Management, Financial Services, Financial Advisory, Portfolio Management, Mutual Funds, Strategic Planning, Financial Analysis, Customer Service, Securities, Consulting
Education
Professional Credentials- CLU, ChFC, CFP, CSCP, AIRC 2003 — 2010
The American College 2004 — 2007
CLU, ChFC
University of Cincinnati College of Business 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
BS, Marketing, Marketing Research
St. Xavier High School 1986 — 1990
Preparatory, Jesuit Preparatory
Carlotta Davis Carlotta Davis's Raymond James Financial Inc. Experience 1994 - 2013
Job Business Owner at FACE FOWARD
Industry Cosmetics
Experience
FACE FOWARD December 2013 - Present
Raymond James Financial Inc. 1994 - 2013
Boydell Development January 1987 - January 1991
Skills
Public Speaking, Leadership, Team Building, Customer Service, Microsoft Office, Management, Social Media, Process Improvement, Leadership Development, Team Leadership
Education
Michigan State University
Business Administration and Management, General
FACE FOWARD December 2013 - Present
Raymond James Financial Inc. 1994 - 2013
Boydell Development January 1987 - January 1991
Skills
Public Speaking, Leadership, Team Building, Customer Service, Microsoft Office, Management, Social Media, Process Improvement, Leadership Development, Team Leadership
Education
Michigan State University
Business Administration and Management, General
Susan Horn Susan Horn's Raymond James Financial Inc. Experience January 2013 - Present
Job SVP ECM Operations, Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Raymond James 2008 - December 2012
Raymond James Financial Inc. June 1999 - 2008
Raymond James Financial, Inc. 1995 - 1999
Skills
Series 7, Business Analysis, Investments, Financial Modeling, Securities, Mutual Funds, Fixed Income, Equities, Financial Analysis, Financial Services, Finance, Portfolio Management, Capital Markets, Asset Management, Strategic Financial..., Investment Banking, Process Improvement, IT Strategy, Series 63, Hedge Funds, Management, Bloomberg, Risk Management, Banking, Trading, Mergers & Acquisitions, Financial Markets, Derivatives, Wealth Management, Investment Advisory, Financial Advisory, Valuation, Investment Management, FINRA, Financial Risk
Education
Miami University 1984 — 1988
Bachelor’s Degree, Finance, General
Raymond James Financial Inc. January 2013 - Present
Raymond James 2008 - December 2012
Raymond James Financial Inc. June 1999 - 2008
Raymond James Financial, Inc. 1995 - 1999
Skills
Series 7, Business Analysis, Investments, Financial Modeling, Securities, Mutual Funds, Fixed Income, Equities, Financial Analysis, Financial Services, Finance, Portfolio Management, Capital Markets, Asset Management, Strategic Financial..., Investment Banking, Process Improvement, IT Strategy, Series 63, Hedge Funds, Management, Bloomberg, Risk Management, Banking, Trading, Mergers & Acquisitions, Financial Markets, Derivatives, Wealth Management, Investment Advisory, Financial Advisory, Valuation, Investment Management, FINRA, Financial Risk
Education
Miami University 1984 — 1988
Bachelor’s Degree, Finance, General
Jennifer Byers Jennifer Byers's Raymond James Financial Inc. Experience January 2000 - September 2003
Job Vice President, Corporate Social Responsibility at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2015 - Present
Legg Mason December 2010 - Present
Legg Mason December 2005 - December 2010
Legg Mason September 2003 - December 2005
Raymond James Financial Inc. January 2000 - September 2003
Skills
Community Development, Sustainability, Marketing, Program Management, Leadership, Analysis, Strategy, Proposal Writing, Governance, Strategic Planning, Data Analysis, Project Management, Policy, Organizational..., Nonprofits, Fundraising, Brand Management, Social Media, Volunteer Management, Event Planning, Program Development, Grants, Corporate Social..., Budgets, Employee Engagement, Sponsorship, Foundations
Education
Loyola University Maryland 2001 — 2003
Master of Business Administration (M.B.A.), Finance
Towson University 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Seton Keough High School 1991 — 1995
Legg Mason May 2015 - Present
Legg Mason December 2010 - Present
Legg Mason December 2005 - December 2010
Legg Mason September 2003 - December 2005
Raymond James Financial Inc. January 2000 - September 2003
Skills
Community Development, Sustainability, Marketing, Program Management, Leadership, Analysis, Strategy, Proposal Writing, Governance, Strategic Planning, Data Analysis, Project Management, Policy, Organizational..., Nonprofits, Fundraising, Brand Management, Social Media, Volunteer Management, Event Planning, Program Development, Grants, Corporate Social..., Budgets, Employee Engagement, Sponsorship, Foundations
Education
Loyola University Maryland 2001 — 2003
Master of Business Administration (M.B.A.), Finance
Towson University 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Seton Keough High School 1991 — 1995
Doug Coppola Doug Coppola's Raymond James Financial Inc. Experience May 2005 - November 2011
Job Wealth Manager
Industry Financial Services
Experience
Client First Advisors,LLC November 2011 - Present
Raymond James Financial Inc. May 2005 - November 2011
Prior Companies 1976 - 2005
Skills
Portfolio Management, Investment Advisory, Investment Solutions, Wealth Management, Retirement Planning, Hedge Funds, Mutual Funds, ETFs, Investments, Equities, Asset Management, Fixed Income, Financial Services, Securities, Finance, Series 7, Investment Strategies, Financial Markets, Financial Advisory, Alternative Investments, Investment Management, Series 63, Options
Education
London Business School 1976 — 1976
MBA, International Management Program
New York University 1975 — 1976
MBA, International Marketing
Saint Peter's University 1969 — 1973
BA, Economics, English Literature
Client First Advisors,LLC November 2011 - Present
Raymond James Financial Inc. May 2005 - November 2011
Prior Companies 1976 - 2005
Skills
Portfolio Management, Investment Advisory, Investment Solutions, Wealth Management, Retirement Planning, Hedge Funds, Mutual Funds, ETFs, Investments, Equities, Asset Management, Fixed Income, Financial Services, Securities, Finance, Series 7, Investment Strategies, Financial Markets, Financial Advisory, Alternative Investments, Investment Management, Series 63, Options
Education
London Business School 1976 — 1976
MBA, International Management Program
New York University 1975 — 1976
MBA, International Marketing
Saint Peter's University 1969 — 1973
BA, Economics, English Literature
Jonathan Maas Jonathan Maas's Raymond James Financial Inc. Experience May 2007 - December 2014
Job Audio Engineer at Shark Dropper Studios
Industry Financial Services
Experience
Bear Audio February 2015 - Present
The SDR Show February 2015 - Present
Shark Dropper Studios January 2014 - Present
Raymond James Financial Inc. May 2007 - December 2014
Real Estate Management Specialists January 2004 - February 2007
Skills
Communication, Computer Proficiency, Writing, Creative Writing, Music, Music Production, Music Theory, Audio Engineering, Audio Editing, Voice Over, Voice Acting, Portfolio Management, Investments, Growth Investing, International Tax, Financial Analysis, Financial Reporting, International Finance, Finance, Financial Services, Technical Analysis, Microsoft Office, Logic Pro, Pro Tools, Data Analysis, Databases, Data Entry, Trading, Phone Etiquette, Customer Service, Administrative..., Office Administration, Professional..., Professional Experience
Education
Madison Media Institute 2004 — 2007
Associate of Arts and Sciences (AAS), Engineering
Bear Audio February 2015 - Present
The SDR Show February 2015 - Present
Shark Dropper Studios January 2014 - Present
Raymond James Financial Inc. May 2007 - December 2014
Real Estate Management Specialists January 2004 - February 2007
Skills
Communication, Computer Proficiency, Writing, Creative Writing, Music, Music Production, Music Theory, Audio Engineering, Audio Editing, Voice Over, Voice Acting, Portfolio Management, Investments, Growth Investing, International Tax, Financial Analysis, Financial Reporting, International Finance, Finance, Financial Services, Technical Analysis, Microsoft Office, Logic Pro, Pro Tools, Data Analysis, Databases, Data Entry, Trading, Phone Etiquette, Customer Service, Administrative..., Office Administration, Professional..., Professional Experience
Education
Madison Media Institute 2004 — 2007
Associate of Arts and Sciences (AAS), Engineering
Alexander Dean Bayer's Raymond James Financial Inc. Experience May 2010 - June 2010
Job Business Coach at amSTATZ
Industry Marketing and Advertising
Experience
amSTATZ June 2015 - Present
Fyshbowl December 2014 - April 2015
Tommy Tune Inc. June 2014 - December 2014
Devaney and Durkin Accountants June 2012 - August 2012
Square January 2012 - May 2012
Sigma Alpha Epsilon Fraternity January 2011 - May 2012
Raymond James Financial Inc. May 2010 - June 2010
Skills
Entrepreneurship..., Public Speaking, Team Building, Team Leadership, Microsoft Office, Communication Skills, Social Networking, Personal Development, Research, Internet, Social Media, Entrepreneurship, Leadership, Leadership Development, Microsoft Excel, Networking, Sales, Time Management
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Finance, Senior
Nanyang Technological University 2012 — 2013
International Business
University College Dublin 2012 — 2012
Entrepreneurship/Entrepreneurial Studies
Upper Dublin High School 2006 — 2010
HS Diploma
amSTATZ June 2015 - Present
Fyshbowl December 2014 - April 2015
Tommy Tune Inc. June 2014 - December 2014
Devaney and Durkin Accountants June 2012 - August 2012
Square January 2012 - May 2012
Sigma Alpha Epsilon Fraternity January 2011 - May 2012
Raymond James Financial Inc. May 2010 - June 2010
Skills
Entrepreneurship..., Public Speaking, Team Building, Team Leadership, Microsoft Office, Communication Skills, Social Networking, Personal Development, Research, Internet, Social Media, Entrepreneurship, Leadership, Leadership Development, Microsoft Excel, Networking, Sales, Time Management
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Finance, Senior
Nanyang Technological University 2012 — 2013
International Business
University College Dublin 2012 — 2012
Entrepreneurship/Entrepreneurial Studies
Upper Dublin High School 2006 — 2010
HS Diploma
Jeffrey Kirkman, AIF Jeffrey Kirkman, AIF's Raymond James Financial Inc. Experience January 1998 - October 2006
Job Owner, KM Financial
Industry Financial Services
Experience
KM Financial October 2006 - Present
Sigma Financial Corporation October 2006 - Present
Sigma Financial Corporation October 2006 - Present
Raymond James Financial Inc. January 1998 - October 2006
Mittra Kirkman And Associates, LLC January 1998 - October 2006
Sigma Financial Corporation June 1996 - December 1997
Investment Management & Research (Raymond James Financial Services) August 1993 - June 1996
Woodward Securities Corporation January 1990 - August 1993
Mutual Service Corporation May 1984 - December 1989
Skills
Investment Advisory, Retirement Planning, Mutual Funds, Investments, Financial Advisory, Wealth Management, Strategic Financial..., Estate Planning, Securities, Business Relationship..., Insurance, Alternative Investments, Fixed Annuities, IRAs, Roth IRA, Long-term Care, Securities Compliance, Series 7, Series 24, 401k, 529 Plans
Education
Michigan State University 1981 — 1983
BS, Business
Siena Heights University 1978 — 1980
BAS, Applied Electronics
Grosse Pointe North High School 1974 — 1978
High School
KM Financial October 2006 - Present
Sigma Financial Corporation October 2006 - Present
Sigma Financial Corporation October 2006 - Present
Raymond James Financial Inc. January 1998 - October 2006
Mittra Kirkman And Associates, LLC January 1998 - October 2006
Sigma Financial Corporation June 1996 - December 1997
Investment Management & Research (Raymond James Financial Services) August 1993 - June 1996
Woodward Securities Corporation January 1990 - August 1993
Mutual Service Corporation May 1984 - December 1989
Skills
Investment Advisory, Retirement Planning, Mutual Funds, Investments, Financial Advisory, Wealth Management, Strategic Financial..., Estate Planning, Securities, Business Relationship..., Insurance, Alternative Investments, Fixed Annuities, IRAs, Roth IRA, Long-term Care, Securities Compliance, Series 7, Series 24, 401k, 529 Plans
Education
Michigan State University 1981 — 1983
BS, Business
Siena Heights University 1978 — 1980
BAS, Applied Electronics
Grosse Pointe North High School 1974 — 1978
High School
Laura Stanley's Raymond James Financial Inc. Experience October 2012 - May 2015
Job Credit Analyst at The PrivateBank
Industry Financial Services
Experience
The PrivateBank July 2015 - Present
Raymond James Financial Inc. October 2012 - May 2015
The PrivateBank May 2014 - August 2014
Chi Omega December 2012 - December 2013
Jimmy's Pub April 2013 - October 2013
Skills
Operating Budgets, Microsoft Office, Customer Service, Communication Skills, Team Leadership, Management, Sales, Budgets, Analysis, Time Management, Data Analysis, Microsoft Word, Outlook, Access, Leadership, PowerPoint, Social Media, Teamwork, Social Networking, Communication, Public Speaking
Education
Michigan State University 2011 — 2015
Seaholm High School 2007 — 2011
The PrivateBank July 2015 - Present
Raymond James Financial Inc. October 2012 - May 2015
The PrivateBank May 2014 - August 2014
Chi Omega December 2012 - December 2013
Jimmy's Pub April 2013 - October 2013
Skills
Operating Budgets, Microsoft Office, Customer Service, Communication Skills, Team Leadership, Management, Sales, Budgets, Analysis, Time Management, Data Analysis, Microsoft Word, Outlook, Access, Leadership, PowerPoint, Social Media, Teamwork, Social Networking, Communication, Public Speaking
Education
Michigan State University 2011 — 2015
Seaholm High School 2007 — 2011
Kelsey Zukowski Kelsey Zukowski's Raymond James Financial Inc. Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Homeland Security Solutions, Inc. (HSSI) May 2015 - Present
MSU Greenline January 2013 - July 2014
Raymond James Financial Inc. 2012 - 2013
Skills
Customer Service, Sales, Organizational..., Telecommunications, Financial Analysis, 10 Key, Financial Accounting, Management, International Business
Education
Michigan State University 2011 — 2014
Bachelor of Arts (B.A.), Finance, General, 3.6
Lakeland High School 2007 — 2011
High School
Homeland Security Solutions, Inc. (HSSI) May 2015 - Present
MSU Greenline January 2013 - July 2014
Raymond James Financial Inc. 2012 - 2013
Skills
Customer Service, Sales, Organizational..., Telecommunications, Financial Analysis, 10 Key, Financial Accounting, Management, International Business
Education
Michigan State University 2011 — 2014
Bachelor of Arts (B.A.), Finance, General, 3.6
Lakeland High School 2007 — 2011
High School
Joshua Midgley's Raymond James Financial Inc. Experience July 2013 - August 2013
Job Finance Student at Miami University
Industry Financial Services
Experience
Abercrombie & Fitch Inventory Management InternAbercrombie & FitchMay 2014 - July 2014
Raymond James Financial Inc. July 2013 - August 2013
Skills
Financial Modeling, Bloomberg, Financial Analysis, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Public Speaking, Social Media, Leadership, Access, Accounting, Teamwork, Financial Accounting, International Relations, Market Research, Time Management, Asset Allocation
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Finance, General, Graduate
Canfield High School 2008 — 2011
Abercrombie & Fitch Inventory Management InternAbercrombie & FitchMay 2014 - July 2014
Raymond James Financial Inc. July 2013 - August 2013
Skills
Financial Modeling, Bloomberg, Financial Analysis, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Public Speaking, Social Media, Leadership, Access, Accounting, Teamwork, Financial Accounting, International Relations, Market Research, Time Management, Asset Allocation
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Finance, General, Graduate
Canfield High School 2008 — 2011
Josh Herbert Josh Herbert's Raymond James Financial Inc. Experience January 2015 - Present
Job Corporate Actions Associate III at Raymond James Financial, Inc.
Industry Sports
Experience
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. July 2013 - January 2015
Mississippi RiverKings September 2010 - June 2013
EVANSVILLE OTTERS PROFESSIONAL BASEBALL May 2010 - September 2010
Carrabba's Italian Grill October 2006 - May 2010
Skills
Sports, Social Media, Sports Marketing, Facebook, Hockey, Marketing, Marketing Strategy, Digital Marketing, Executive Management, Marketing Communications, Email Marketing, Direct Marketing, Product Marketing, Marketing Management, Marketing Budget..., B2B, B2B Marketing, Accounting, Accounts Payable, Accounts Receivable, Sales, Financial Planning, Microsoft Office, Microsoft Excel, Ticket Sales, Public Speaking, Event Planning, Event Management, Customer Service, Financial Analysis, Time Management
Education
Middle Tennessee State University 2005 — 2010
Marketing, Sports
Hoston High School 2001 — 2005
High School Diploma, 2005
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. July 2013 - January 2015
Mississippi RiverKings September 2010 - June 2013
EVANSVILLE OTTERS PROFESSIONAL BASEBALL May 2010 - September 2010
Carrabba's Italian Grill October 2006 - May 2010
Skills
Sports, Social Media, Sports Marketing, Facebook, Hockey, Marketing, Marketing Strategy, Digital Marketing, Executive Management, Marketing Communications, Email Marketing, Direct Marketing, Product Marketing, Marketing Management, Marketing Budget..., B2B, B2B Marketing, Accounting, Accounts Payable, Accounts Receivable, Sales, Financial Planning, Microsoft Office, Microsoft Excel, Ticket Sales, Public Speaking, Event Planning, Event Management, Customer Service, Financial Analysis, Time Management
Education
Middle Tennessee State University 2005 — 2010
Marketing, Sports
Hoston High School 2001 — 2005
High School Diploma, 2005
Brian Faracy's Raymond James Financial Inc. Experience May 2002 - January 2006
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
Wells Fargo Advisors January 2006 - April 2011
Raymond James Financial Inc. May 2002 - January 2006
Morgan Stanley March 1993 - May 2002
Radio Advertising Sales and Management April 1980 - January 1993
Us-99 Radio Chicago 1981 - 1983
Education
Loyola University of Chicago 1971 — 1973
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
elk grove High 1965 — 1969
College Prep.
Ameriprise Financial Services, Inc. May 2011 - Present
Wells Fargo Advisors January 2006 - April 2011
Raymond James Financial Inc. May 2002 - January 2006
Morgan Stanley March 1993 - May 2002
Radio Advertising Sales and Management April 1980 - January 1993
Us-99 Radio Chicago 1981 - 1983
Education
Loyola University of Chicago 1971 — 1973
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
elk grove High 1965 — 1969
College Prep.
James Neff's Raymond James Financial Inc. Experience 2006 - Present
Job Branch Manager at Brechnitz Group of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2006 - Present
Morgan Stanley 1994 - 2006
Kemper Securities 1992 - 1994
E.F Hutton 1983 - 1992
Skills
Customer Service, Management, Strategy, Portfolio Management, Finance, Financial Advisory, Retirement Planning, Wealth Management, Securities, Mutual Funds, Investment Advisory, Investments, Asset Allocation
Education
Millikin University
Bachelor's Degree, Accounting
Raymond James Financial Inc. 2006 - Present
Morgan Stanley 1994 - 2006
Kemper Securities 1992 - 1994
E.F Hutton 1983 - 1992
Skills
Customer Service, Management, Strategy, Portfolio Management, Finance, Financial Advisory, Retirement Planning, Wealth Management, Securities, Mutual Funds, Investment Advisory, Investments, Asset Allocation
Education
Millikin University
Bachelor's Degree, Accounting
Donna Bobak Donna Bobak's Raymond James Financial Inc. Experience March 2013 - Present
Job Operations Technical Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2013 - Present
City of Livonia January 2008 - December 2012
City of Livonia April 2006 - January 2008
JPMorgan Chase December 2002 - February 2005
Ford Motor Company May 2002 - August 2002
Skills
Microsoft Office, Apple OS, Microsoft Operating..., DotNetNuke, iOS, Customer Service, Account Management, Accounts Payable, Property Tax, Accounts Receivable, Banking, Security Management, Teamwork, Data Entry, Government, Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, Outlook, Team Leadership, Budgets, Analysis
Education
Michigan State University 1998 — 2002
Bachelor of Arts (B.A.), Criminology
Divine Child
Raymond James Financial Inc. March 2013 - Present
City of Livonia January 2008 - December 2012
City of Livonia April 2006 - January 2008
JPMorgan Chase December 2002 - February 2005
Ford Motor Company May 2002 - August 2002
Skills
Microsoft Office, Apple OS, Microsoft Operating..., DotNetNuke, iOS, Customer Service, Account Management, Accounts Payable, Property Tax, Accounts Receivable, Banking, Security Management, Teamwork, Data Entry, Government, Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, Outlook, Team Leadership, Budgets, Analysis
Education
Michigan State University 1998 — 2002
Bachelor of Arts (B.A.), Criminology
Divine Child
Gregory Mulvaney Gregory Mulvaney's Raymond James Financial Inc. Experience December 2014 - Present
Job Institutional Equity Sales at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. December 2014 - Present
Robbins Instruments January 2005 - Present
BNY Mellon May 2012 - August 2012
Minisink Swim Club June 2006 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Data Analysis, German, Valuation, Bloomberg, SPSS, Research, Event Planning, Customer Service, Public Speaking, Financial Analysis, Vegetable Gardening
Education
Mount St. Mary's University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
Mount Saint Mary's University 2009 — 2013
Bachelor of Science (BS), Finance, General
Raymond James Financial Inc. December 2014 - Present
Robbins Instruments January 2005 - Present
BNY Mellon May 2012 - August 2012
Minisink Swim Club June 2006 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Data Analysis, German, Valuation, Bloomberg, SPSS, Research, Event Planning, Customer Service, Public Speaking, Financial Analysis, Vegetable Gardening
Education
Mount St. Mary's University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
Mount Saint Mary's University 2009 — 2013
Bachelor of Science (BS), Finance, General
Heather Archuletta Heather Archuletta's Raymond James Financial Inc. Experience 1999 - 2001
Job Network Manager at Solitaire / Wyle / NASA
Industry Information Technology and Services
Experience
Solitaire / Wyle / NASA 2008 - Present
S1 Corporation 2005 - 2008
Western Digital 2003 - 2004
Silicon Laboratories 2001 - 2003
Raymond James Financial Inc. 1999 - 2001
Oracle 1991 - 1998
Skills
Software Documentation, Management, Training, Technical Support, Integration, Program Management, Customer Service, Systems Engineering, Networking, System Administration, Security, Troubleshooting, Windows Server, Microsoft SQL Server, Social Media, Promotional Events
Education
Mills College
Queen Mary, U. of London
YVHS
Solitaire / Wyle / NASA 2008 - Present
S1 Corporation 2005 - 2008
Western Digital 2003 - 2004
Silicon Laboratories 2001 - 2003
Raymond James Financial Inc. 1999 - 2001
Oracle 1991 - 1998
Skills
Software Documentation, Management, Training, Technical Support, Integration, Program Management, Customer Service, Systems Engineering, Networking, System Administration, Security, Troubleshooting, Windows Server, Microsoft SQL Server, Social Media, Promotional Events
Education
Mills College
Queen Mary, U. of London
YVHS
Shannon Georgantas Shannon Georgantas's Raymond James Financial Inc. Experience 1996 - November 2001
Job Senior Staff Accountant at UAMC
Industry Financial Services
Experience
Universal American Mortgage Company (UAMC) November 2001 - Present
Raymond James Financial Inc. 1996 - November 2001
Barnett Bank 1993 - 1996
Skills
Accounting, Cash Management, Financial Analysis, Finance, Microsoft Excel, JD Edwards, PeopleSoft, Outlook
Education
University of Central Florida 1993 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
St. Petersburg College 1991 — 1993
Associate of Arts (A.A.), Business Administration and Management, General
Meredith College 1990 — 1991
Universal American Mortgage Company (UAMC) November 2001 - Present
Raymond James Financial Inc. 1996 - November 2001
Barnett Bank 1993 - 1996
Skills
Accounting, Cash Management, Financial Analysis, Finance, Microsoft Excel, JD Edwards, PeopleSoft, Outlook
Education
University of Central Florida 1993 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
St. Petersburg College 1991 — 1993
Associate of Arts (A.A.), Business Administration and Management, General
Meredith College 1990 — 1991
Kimberly (Landry) Neal's Raymond James Financial Inc. Experience June 2001 - August 2003
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Viator Wealth Management Group of Wells Fargo Advisors, LLC March 2007 - Present
Merrill Lynch September 2006 - January 2007
Morgan Stanley July 2004 - August 2006
Raymond James Financial Inc. June 2001 - August 2003
Skills
401k Rollovers, Retirement Planning, Retirement Plan..., Investment Planning, Portfolio Management, Investment Management, Investment Strategies, Personal Financial..., Estate Planning, Life Insurance, Term Life Insurance, Long Term Care Insurance, Asset Allocation, Multigenerational...
Education
Louisiana State University 2000 — 2004
Bachelor's degree, Economics
Mount Carmel Academy 1997 — 2000
Viator Wealth Management Group of Wells Fargo Advisors, LLC March 2007 - Present
Merrill Lynch September 2006 - January 2007
Morgan Stanley July 2004 - August 2006
Raymond James Financial Inc. June 2001 - August 2003
Skills
401k Rollovers, Retirement Planning, Retirement Plan..., Investment Planning, Portfolio Management, Investment Management, Investment Strategies, Personal Financial..., Estate Planning, Life Insurance, Term Life Insurance, Long Term Care Insurance, Asset Allocation, Multigenerational...
Education
Louisiana State University 2000 — 2004
Bachelor's degree, Economics
Mount Carmel Academy 1997 — 2000
Charles Quattrochi Charles Quattrochi's Raymond James Financial Inc. Experience May 1999 - Present
Job Certified Public Accountant
Industry Accounting
Experience
Raymond James Financial Inc. May 1999 - Present
Skills
Accounting, Tax, Tax Preparation, Financial Reporting, Income Tax, Auditing, Corporate Tax, QuickBooks, Financial Accounting, Internal Controls, GAAP, Tax Returns, CPA, Bookkeeping, General Ledger, Financial Analysis, Partnership Taxation, Tax Accounting, US GAAP, Sarbanes-Oxley Act
Education
Loyola University of Chicago
Maters of Taxation, Accounting and Finance
Raymond James Financial Inc. May 1999 - Present
Skills
Accounting, Tax, Tax Preparation, Financial Reporting, Income Tax, Auditing, Corporate Tax, QuickBooks, Financial Accounting, Internal Controls, GAAP, Tax Returns, CPA, Bookkeeping, General Ledger, Financial Analysis, Partnership Taxation, Tax Accounting, US GAAP, Sarbanes-Oxley Act
Education
Loyola University of Chicago
Maters of Taxation, Accounting and Finance
Judy Gharis Judy Gharis's Raymond James Financial Inc. Experience 2003 - 2006
Job Communications Professional
Industry Utilities
Experience
jgharis communications 1985 - Present
CS Week September 2007 - 2015
United Way of Grayson County 1985 - 2012
Sherman Chamber of Commerce 2007 - 2010
Insurance Women of Texoma 2006 - 2008
Raymond James Financial Inc. 2003 - 2006
CASA Court Appointed Special Advocates 1999 - 2004
Northeast Medical Center 1999 - 2003
Wilson N. Jones Regional Health Center 1985 - 1999
Wichita General Hospital 1982 - 1985
Skills
Photography, Editorial, Public Speaking, Non-profits, Event Planning, Strategic Planning, Public Relations, Program Management, Corporate Communications, Marketing, Social Media Marketing, Social Media, Management, Healthcare, Fundraising, Customer Service, Advertising, Microsoft Office, Project Management, Marketing Strategy, Budgets, Marketing Communications, Team Building, Event Management, Recruiting, Research, New Business Development, Leadership, Microsoft Excel, Coaching, Team Leadership, Social Networking, Account Management, Change Management, Hospitals, Negotiation, PowerPoint, Microsoft Word, Project Planning, Market Research, Business Strategy, Training, Sales Management, Sales, Process Improvement, Analysis, Business Development, Community Outreach, Smart Grid, Energy
Education
University of New Hampshire 1964 — 1971
BA, MA, Chinese history and language
University of Hawaii at Manoa 1966 — 1967
Junior Year Program, Chinese language, history
Midwestern State University 1981 — 1985
non-degree grad student, Journalism, photography, art
jgharis communications 1985 - Present
CS Week September 2007 - 2015
United Way of Grayson County 1985 - 2012
Sherman Chamber of Commerce 2007 - 2010
Insurance Women of Texoma 2006 - 2008
Raymond James Financial Inc. 2003 - 2006
CASA Court Appointed Special Advocates 1999 - 2004
Northeast Medical Center 1999 - 2003
Wilson N. Jones Regional Health Center 1985 - 1999
Wichita General Hospital 1982 - 1985
Skills
Photography, Editorial, Public Speaking, Non-profits, Event Planning, Strategic Planning, Public Relations, Program Management, Corporate Communications, Marketing, Social Media Marketing, Social Media, Management, Healthcare, Fundraising, Customer Service, Advertising, Microsoft Office, Project Management, Marketing Strategy, Budgets, Marketing Communications, Team Building, Event Management, Recruiting, Research, New Business Development, Leadership, Microsoft Excel, Coaching, Team Leadership, Social Networking, Account Management, Change Management, Hospitals, Negotiation, PowerPoint, Microsoft Word, Project Planning, Market Research, Business Strategy, Training, Sales Management, Sales, Process Improvement, Analysis, Business Development, Community Outreach, Smart Grid, Energy
Education
University of New Hampshire 1964 — 1971
BA, MA, Chinese history and language
University of Hawaii at Manoa 1966 — 1967
Junior Year Program, Chinese language, history
Midwestern State University 1981 — 1985
non-degree grad student, Journalism, photography, art
Samra Nawaz's Raymond James Financial Inc. Experience June 2014 - June 2015
Job Investment Banking Analyst at KLR Group
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - June 2015
Merrill Lynch May 2013 - July 2013
SNL Financial November 2011 - January 2012
Telenor July 2011 - September 2011
Atlas Capital Markets June 2010 - July 2010
NUST Business School July 2009 - August 2009
Askari Bank August 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, Business Valuation, Equity Research, Microsoft Excel, VBA, PowerPoint, Team Leadership, Report Writing, Corporate Finance, Microsoft Office, Management, Project Management, Analysis, Research, Equity Valuation, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2014
Full-time MBA, Finance, Energy, and International Business
National University of Science and Technology 2007 — 2011
BBA (Hons.), Finance and Investment
Raymond James Financial Inc. June 2014 - June 2015
Merrill Lynch May 2013 - July 2013
SNL Financial November 2011 - January 2012
Telenor July 2011 - September 2011
Atlas Capital Markets June 2010 - July 2010
NUST Business School July 2009 - August 2009
Askari Bank August 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, Business Valuation, Equity Research, Microsoft Excel, VBA, PowerPoint, Team Leadership, Report Writing, Corporate Finance, Microsoft Office, Management, Project Management, Analysis, Research, Equity Valuation, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2014
Full-time MBA, Finance, Energy, and International Business
National University of Science and Technology 2007 — 2011
BBA (Hons.), Finance and Investment
Jeri Risin's Raymond James Financial Inc. Experience May 2012 - February 2014
Job Recruiting talent for Marriott International
Industry Human Resources
Experience
Aon Hewitt May 2015 - Present
Newton Consulting November 2014 - May 2015
SunTrust Bank February 2014 - November 2014
Raymond James Financial Inc. May 2012 - February 2014
Price Waterhouse Coopers March 2011 - February 2012
RJ & Makay July 2010 - March 2011
Free Enterprise Nation August 2009 - August 2010
RJ & Makay February 2009 - August 2009
AGR January 2004 - January 2009
LAI Ward Howell/TMP/Highland Partners 1998 - 2003
Education
Wayne State University 1992 — 1996
MLIS, Library & Information Science
Michigan State University 1985 — 1989
BA, English
Aon Hewitt May 2015 - Present
Newton Consulting November 2014 - May 2015
SunTrust Bank February 2014 - November 2014
Raymond James Financial Inc. May 2012 - February 2014
Price Waterhouse Coopers March 2011 - February 2012
RJ & Makay July 2010 - March 2011
Free Enterprise Nation August 2009 - August 2010
RJ & Makay February 2009 - August 2009
AGR January 2004 - January 2009
LAI Ward Howell/TMP/Highland Partners 1998 - 2003
Education
Wayne State University 1992 — 1996
MLIS, Library & Information Science
Michigan State University 1985 — 1989
BA, English
Lara Russell Lara Russell's Raymond James Financial Inc. Experience 2012 - 2014
Job Communication Manager at Montana West Economic Development Corp.
Industry Civic & Social Organization
Experience
Montana West Economic Development Corp. July 2014 - Present
Raymond James Financial Inc. 2012 - 2014
First Dakota National Bank 2008 - 2011
Education
Mount Marty College
Master of Business Administration (MBA)
Wichita State University
Graduate Studies in Economics
Montana State University-Bozeman
Bachelor of Science (BS), Psychology
Montana West Economic Development Corp. July 2014 - Present
Raymond James Financial Inc. 2012 - 2014
First Dakota National Bank 2008 - 2011
Education
Mount Marty College
Master of Business Administration (MBA)
Wichita State University
Graduate Studies in Economics
Montana State University-Bozeman
Bachelor of Science (BS), Psychology
Chad Slaughter's Raymond James Financial Inc. Experience 2004 - 2006
Job Investment Advisors Executive, Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Bank April 2015 - Present
J.P. Morgan July 2012 - April 2015
Wells Fargo Private Bank February 2011 - July 2012
Regions Financial Corporation 2006 - 2011
Raymond James Financial Inc. 2004 - 2006
Ernst & Young 2003 - 2003
Deloitte 2001 - 2003
Skills
Wealth Management, Investments, High Net Worth..., Portfolio Management, Securities, Asset Allocation, Retirement Planning, Investment Management, Financial Services, Estate Planning, Financial Advisory, Strategic Financial..., Succession Planning, Private Banking, Asset Managment
Education
Nova Southeastern University Shepard Broad College of Law 1996 — 1999
Juris Doctor, Law
Marian University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Silver Creek High School
Fifth Third Bank April 2015 - Present
J.P. Morgan July 2012 - April 2015
Wells Fargo Private Bank February 2011 - July 2012
Regions Financial Corporation 2006 - 2011
Raymond James Financial Inc. 2004 - 2006
Ernst & Young 2003 - 2003
Deloitte 2001 - 2003
Skills
Wealth Management, Investments, High Net Worth..., Portfolio Management, Securities, Asset Allocation, Retirement Planning, Investment Management, Financial Services, Estate Planning, Financial Advisory, Strategic Financial..., Succession Planning, Private Banking, Asset Managment
Education
Nova Southeastern University Shepard Broad College of Law 1996 — 1999
Juris Doctor, Law
Marian University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Silver Creek High School
Revathi Vedula's Raymond James Financial Inc. Experience January 2015 - Present
Job Information Technology Analyst at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. January 2015 - Present
JPMorgan Chase October 2012 - January 2015
United Health Group April 2011 - September 2012
CNI October 2009 - March 2011
Verinon August 2007 - September 2009
HCL Technologies 2004 - 2006
Skills
Requirements Analysis, Business Analysis, SDLC, Requirements Gathering, Software Project..., Data Warehousing, Oracle, Agile Methodologies, SQL, PL/SQL, ETL, Vendor Management, DB2, Visio, Business Intelligence, Microsoft SQL Server, Unix, SOA, Quality Center, User Acceptance Testing, Data Modeling, Solution Architecture, Requirements Management, Business Modeling, Process Engineering, Systems Design and..., Project Management, Case management, Change Management, Configuration Management, Business Documentation, HP Quality Center
Education
Madurai Kamaraj University
Master of Computer Applications, Computer Science
Raymond James Financial Inc. January 2015 - Present
JPMorgan Chase October 2012 - January 2015
United Health Group April 2011 - September 2012
CNI October 2009 - March 2011
Verinon August 2007 - September 2009
HCL Technologies 2004 - 2006
Skills
Requirements Analysis, Business Analysis, SDLC, Requirements Gathering, Software Project..., Data Warehousing, Oracle, Agile Methodologies, SQL, PL/SQL, ETL, Vendor Management, DB2, Visio, Business Intelligence, Microsoft SQL Server, Unix, SOA, Quality Center, User Acceptance Testing, Data Modeling, Solution Architecture, Requirements Management, Business Modeling, Process Engineering, Systems Design and..., Project Management, Case management, Change Management, Configuration Management, Business Documentation, HP Quality Center
Education
Madurai Kamaraj University
Master of Computer Applications, Computer Science
Joe Fleming's Raymond James Financial Inc. Experience May 2006 - January 2012
Job Senior Database Architect at DB Best Technologies
Industry Computer Software
Experience
DB Best Technologies August 2015 - Present
Plex Systems, Inc. October 2012 - August 2015
PASS 2007 - 2015
Autodesk January 2012 - October 2012
Raymond James Financial Inc. May 2006 - January 2012
ABN AMRO 2000 - 2006
CSC Healthcare 1998 - 2000
Thomson MEDSTAT 1995 - 1998
Skills
Microsoft SQL Server
Education
Madonna University 1997 — 2008
Computers
Pinckney High School 1988 — 1991
Saint Patrick School 1980 — 1987
DB Best Technologies August 2015 - Present
Plex Systems, Inc. October 2012 - August 2015
PASS 2007 - 2015
Autodesk January 2012 - October 2012
Raymond James Financial Inc. May 2006 - January 2012
ABN AMRO 2000 - 2006
CSC Healthcare 1998 - 2000
Thomson MEDSTAT 1995 - 1998
Skills
Microsoft SQL Server
Education
Madonna University 1997 — 2008
Computers
Pinckney High School 1988 — 1991
Saint Patrick School 1980 — 1987
Kimberly Orlando's Raymond James Financial Inc. Experience May 2007 - June 2009
Job Vice President, Investor Relations at Addo Communications
Industry Financial Services
Experience
Addo Communications October 2010 - Present
Bank of America Merrill Lynch July 2009 - October 2010
Raymond James Financial Inc. May 2007 - June 2009
Banc of America Securities June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Corporate Finance, Equities, Equity Valuation, Investor Relations, Private Equity, Due Diligence, Investments, Equity Research, Investment Banking, Finance
Education
Michigan State University 2005 — 2009
Finance
Addo Communications October 2010 - Present
Bank of America Merrill Lynch July 2009 - October 2010
Raymond James Financial Inc. May 2007 - June 2009
Banc of America Securities June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Corporate Finance, Equities, Equity Valuation, Investor Relations, Private Equity, Due Diligence, Investments, Equity Research, Investment Banking, Finance
Education
Michigan State University 2005 — 2009
Finance
Matthew Crosby's Raymond James Financial Inc. Experience June 2003 - Present
Job Senior Vice President at Raymond James Financial
Industry Investment Banking
Experience
Raymond James Financial Inc. June 2003 - Present
Skills
Capital Markets, Financial Modeling, Investment Banking, Investments, Mergers, Mergers, Portfolio Management, Private Equity, Series 7, Valuation
Education
The Tuck School of Business at Dartmouth 1999 — 2001
Master of Business Administration (M.B.A.)
Millsaps College 1989 — 1993
BBA, Finance, Marketing
Raymond James Financial Inc. June 2003 - Present
Skills
Capital Markets, Financial Modeling, Investment Banking, Investments, Mergers, Mergers, Portfolio Management, Private Equity, Series 7, Valuation
Education
The Tuck School of Business at Dartmouth 1999 — 2001
Master of Business Administration (M.B.A.)
Millsaps College 1989 — 1993
BBA, Finance, Marketing
Caroline Hall's Raymond James Financial Inc. Experience May 2014 - Present
Job Raymond James: Managing AttorneyRegulatory
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Bressler, Amery & Ross, P.C. January 2012 - May 2014
UBS Financial Services Inc June 2010 - March 2012
UBS Financial Services Inc July 2008 - June 2010
North Atlantic and Great Lakes Regions February 2002 - July 2008
ROSENMAN & COLIN LLP June 1997 - January 2002
WHITMAN, BREED, ABBOTT & MORGAN October 1995 - June 1997
CHAMBERS OF THE HONORABLE PAUL MANNES August 1994 - August 1995
Skills
Commercial Litigation, Corporate Governance, Securities Litigation, Employment Law, Courts, Legal Writing, Dispute Resolution, Trials, Corporate Law, Financial Regulation, Fraud, Licensing, Bankruptcy, Intellectual Property, FCPA
Education
Maurice A. Deane School of Law at Hofstra University 1991 — 1994
JD, Political Science and Psychology
Vanderbilt University 1985 — 1989
BA, Political Science and Psychology
Syosset HS 1981 — 1985
Raymond James Financial Inc. May 2014 - Present
Bressler, Amery & Ross, P.C. January 2012 - May 2014
UBS Financial Services Inc June 2010 - March 2012
UBS Financial Services Inc July 2008 - June 2010
North Atlantic and Great Lakes Regions February 2002 - July 2008
ROSENMAN & COLIN LLP June 1997 - January 2002
WHITMAN, BREED, ABBOTT & MORGAN October 1995 - June 1997
CHAMBERS OF THE HONORABLE PAUL MANNES August 1994 - August 1995
Skills
Commercial Litigation, Corporate Governance, Securities Litigation, Employment Law, Courts, Legal Writing, Dispute Resolution, Trials, Corporate Law, Financial Regulation, Fraud, Licensing, Bankruptcy, Intellectual Property, FCPA
Education
Maurice A. Deane School of Law at Hofstra University 1991 — 1994
JD, Political Science and Psychology
Vanderbilt University 1985 — 1989
BA, Political Science and Psychology
Syosset HS 1981 — 1985
Betsy McLean's Raymond James Financial Inc. Experience April 2011 - Present
Job Sales Associate at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. April 2011 - Present
Mississippi Treasury Department September 2004 - March 2011
Smith Shellnut Wilson June 2002 - August 2004
Morgan Keegan May 1999 - May 2002
Skills
Asset Allocation, Hedge Funds, Alternative Investments, Portfolio Management, Investments, Equities, Investment Strategies, Fixed Income, Investment Management, Wealth Management, Private Equity, Series 7, Series 63, Securities, Bonds, Capital Markets
Education
CFA Institute 2004 — 2004
CFA Charterholder, Finance
Millsaps College 2002 — 2004
Master of Business Administration (MBA), Management and Finance
Rhodes College 1995 — 1999
Bachelor of Arts, Business Administration
Raymond James Financial Inc. April 2011 - Present
Mississippi Treasury Department September 2004 - March 2011
Smith Shellnut Wilson June 2002 - August 2004
Morgan Keegan May 1999 - May 2002
Skills
Asset Allocation, Hedge Funds, Alternative Investments, Portfolio Management, Investments, Equities, Investment Strategies, Fixed Income, Investment Management, Wealth Management, Private Equity, Series 7, Series 63, Securities, Bonds, Capital Markets
Education
CFA Institute 2004 — 2004
CFA Charterholder, Finance
Millsaps College 2002 — 2004
Master of Business Administration (MBA), Management and Finance
Rhodes College 1995 — 1999
Bachelor of Arts, Business Administration
Howard Eisenman's Raymond James Financial Inc. Experience 1989 - 1997
Job Investment Advisory Consultant at Enhanced Financial Services, LLC
Industry Financial Services
Experience
Enhanced Financial Services 1997 - Present
Enhanced Financial Services 1997 - Present
Enhanced Financial Services, LLC 1997 - Present
Raymond James Financial Inc. 1989 - 1997
Smith Barney 1979 - 1988
Skills
Strategic Financial..., Insurance, Retirement Planning, Investments, Identifying Superior..., Low to moderate..., Mutual Funds
Education
University of Florida 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Education
Miami Dade College 1968 — 1969
Enhanced Financial Services 1997 - Present
Enhanced Financial Services 1997 - Present
Enhanced Financial Services, LLC 1997 - Present
Raymond James Financial Inc. 1989 - 1997
Smith Barney 1979 - 1988
Skills
Strategic Financial..., Insurance, Retirement Planning, Investments, Identifying Superior..., Low to moderate..., Mutual Funds
Education
University of Florida 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Education
Miami Dade College 1968 — 1969
Preeti Khadilkar's Raymond James Financial Inc. Experience January 2014 - Present
Job Application Developer Fixed Income at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. January 2014 - Present
EMS Consulting November 2013 - December 2013
Dish Network October 2012 - October 2013
Tech Mahindra September 2010 - March 2012
Tech Mahindra May 2007 - September 2010
Wipro Technologies August 2005 - April 2007
Skills
SQL Server 2005 and..., Microsoft CCF,..., .NET Applications (C#..., ASP.NET, C#, .NET, SSIS, C++, ASP.NET MVC, Software Development, Requirements Analysis, SDLC
Education
Maulana Azad National Institute of Technology 2002 — 2005
Master Of Computer Application, Computer Science
Holkar Science College, Indore (M.P.) India 1999 — 2002
B.Sc., Computers
Raymond James Financial Inc. January 2014 - Present
EMS Consulting November 2013 - December 2013
Dish Network October 2012 - October 2013
Tech Mahindra September 2010 - March 2012
Tech Mahindra May 2007 - September 2010
Wipro Technologies August 2005 - April 2007
Skills
SQL Server 2005 and..., Microsoft CCF,..., .NET Applications (C#..., ASP.NET, C#, .NET, SSIS, C++, ASP.NET MVC, Software Development, Requirements Analysis, SDLC
Education
Maulana Azad National Institute of Technology 2002 — 2005
Master Of Computer Application, Computer Science
Holkar Science College, Indore (M.P.) India 1999 — 2002
B.Sc., Computers
Allison Matthews's Raymond James Financial Inc. Experience June 2009 - August 2009
Job Commercial Finance Manager at Eaton
Industry Aviation & Aerospace
Experience
Eaton May 2014 - Present
Eaton June 2013 - May 2014
Eaton Corporation July 2012 - June 2013
Eaton Corporation July 2011 - July 2012
Eaton Corporation June 2010 - July 2011
Raymond James Financial Inc. June 2009 - August 2009
International Comparative Dimensions of Business May 2009 - June 2009
Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Cross-functional Team..., Process Improvement, Analysis, Business Process..., Auditing, Finance, Accounting, Management, Variance Analysis, Budgets, Leadership, Strategic Financial..., Cost Accounting, Financial Forecasting, Manufacturing
Education
Michigan State University 2006 — 2010
Bachelor of Arts (B.A.), Finance, General
Michigan State University: Eli Broad College of Business 2006 — 2010
Bachelor's degree, Finance
Eaton May 2014 - Present
Eaton June 2013 - May 2014
Eaton Corporation July 2012 - June 2013
Eaton Corporation July 2011 - July 2012
Eaton Corporation June 2010 - July 2011
Raymond James Financial Inc. June 2009 - August 2009
International Comparative Dimensions of Business May 2009 - June 2009
Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Cross-functional Team..., Process Improvement, Analysis, Business Process..., Auditing, Finance, Accounting, Management, Variance Analysis, Budgets, Leadership, Strategic Financial..., Cost Accounting, Financial Forecasting, Manufacturing
Education
Michigan State University 2006 — 2010
Bachelor of Arts (B.A.), Finance, General
Michigan State University: Eli Broad College of Business 2006 — 2010
Bachelor's degree, Finance
Kathy Fowler's Raymond James Financial Inc. Experience April 1995 - May 1998
Job Paralegal at M. Todd Jackson, Attorney at Law
Industry Real Estate
Experience
Remax Elite – Presidents Club January 1999 - Present
Albert B. Merkel, Attorney at Law June 2010 - December 2012
Fresh Start Womens Program July 2009 - June 2010
Fresh Start Ministries January 2009 - June 2010
Duncan Williams, Inc May 2000 - April 2004
Raymond James Financial Inc. April 1995 - May 1998
UBS 1994 - 1997
Morgan & Keegan & Co. August 1993 - May 1994
Skills
Real Estate License, Marketing, Foreclosures, Small Business, Advertising, Referrals, Real Estate Transactions, Buyers, Short Sales, New Home Sales, Listings, Real Estate, Buyer Representation, Corporate Relocation, Sellers, Series 7, Investments, Contract Negotiation, Finance, Selling, Investment Properties, Customer Service, Sales, Marketing Strategy, Training, Investors, Real Property, Property, Commercial Real Estate, Residential Homes, Refinance, Notary Public
Education
Middle Tennessee State University 2009 — 2009
Paralegal Certificate - 2009, Legal Studies, General
University of Tennessee 1989 — 1992
Bachelor of Science, Business Administration / Marketing
University of Tennessee at Martin 1989 — 1992
Bachelor of Science, Business Administration - Marketing
Remax Elite – Presidents Club January 1999 - Present
Albert B. Merkel, Attorney at Law June 2010 - December 2012
Fresh Start Womens Program July 2009 - June 2010
Fresh Start Ministries January 2009 - June 2010
Duncan Williams, Inc May 2000 - April 2004
Raymond James Financial Inc. April 1995 - May 1998
UBS 1994 - 1997
Morgan & Keegan & Co. August 1993 - May 1994
Skills
Real Estate License, Marketing, Foreclosures, Small Business, Advertising, Referrals, Real Estate Transactions, Buyers, Short Sales, New Home Sales, Listings, Real Estate, Buyer Representation, Corporate Relocation, Sellers, Series 7, Investments, Contract Negotiation, Finance, Selling, Investment Properties, Customer Service, Sales, Marketing Strategy, Training, Investors, Real Property, Property, Commercial Real Estate, Residential Homes, Refinance, Notary Public
Education
Middle Tennessee State University 2009 — 2009
Paralegal Certificate - 2009, Legal Studies, General
University of Tennessee 1989 — 1992
Bachelor of Science, Business Administration / Marketing
University of Tennessee at Martin 1989 — 1992
Bachelor of Science, Business Administration - Marketing
Kevin Frazier's Raymond James Financial Inc. Experience March 2003 - January 2006
Job Regional Vice President at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) April 2007 - Present
The Hartford January 2006 - March 2007
Raymond James Financial Inc. March 2003 - January 2006
Edward Jones January 2001 - March 2003
Skills
Certified Financial..., Series 7, CRPC, 401k, Defined Benefit, Series 63
Education
Maryville University of Saint Louis 2000 — 2002
MBA
University of Missouri-Columbia 1996 — 1999
BS, Management
John Hancock Life Insurance Company (U.S.A.) April 2007 - Present
The Hartford January 2006 - March 2007
Raymond James Financial Inc. March 2003 - January 2006
Edward Jones January 2001 - March 2003
Skills
Certified Financial..., Series 7, CRPC, 401k, Defined Benefit, Series 63
Education
Maryville University of Saint Louis 2000 — 2002
MBA
University of Missouri-Columbia 1996 — 1999
BS, Management
Jane Ustinova's Raymond James Financial Inc. Experience June 2009 - December 2009
Job Banker at Regions Bank
Industry Financial Services
Experience
Regions Financial Corporation May 2010 - Present
Raymond James Financial Inc. June 2009 - December 2009
Education
Millsaps College 2007 — 2010
MBA, Business and Finance
Regions Financial Corporation May 2010 - Present
Raymond James Financial Inc. June 2009 - December 2009
Education
Millsaps College 2007 — 2010
MBA, Business and Finance
Emily Bohler, CISA, CRISC's Raymond James Financial Inc. Experience April 2012 - August 2014
Job Business Unit Process & Controls Manager Client Services Group at TIAACREF
Industry Information Services
Experience
TIAA-CREF September 2014 - Present
Raymond James Financial Inc. April 2012 - August 2014
Ernst & Young August 2009 - April 2012
Ernst & Young June 2008 - August 2008
Bridges PeopleSoft January 2008 - April 2008
Investment Mastery May 2006 - August 2006
UBS May 2005 - August 2005
Skills
Sarbanes-Oxley Act, Financial Risk, Enterprise Risk..., IT Audit, CISA, Internal Controls, Operational Risk..., Governance, Internal Audit, Auditing, Financial Accounting, Risk Management, Process Improvement, SAS70, Information Technology, Sarbanes-Oxley, Risk Assessment, Operational Risk
Education
University of Florida 2007 — 2009
Masters of Science, Information Systems and Operations Management
University of Florida 2004 — 2007
Bachelors of Science, Business Management
Huron University 2006 — 2006
Business Administration, Management
Monmouth University 2003 — 2004
Business Administration
TIAA-CREF September 2014 - Present
Raymond James Financial Inc. April 2012 - August 2014
Ernst & Young August 2009 - April 2012
Ernst & Young June 2008 - August 2008
Bridges PeopleSoft January 2008 - April 2008
Investment Mastery May 2006 - August 2006
UBS May 2005 - August 2005
Skills
Sarbanes-Oxley Act, Financial Risk, Enterprise Risk..., IT Audit, CISA, Internal Controls, Operational Risk..., Governance, Internal Audit, Auditing, Financial Accounting, Risk Management, Process Improvement, SAS70, Information Technology, Sarbanes-Oxley, Risk Assessment, Operational Risk
Education
University of Florida 2007 — 2009
Masters of Science, Information Systems and Operations Management
University of Florida 2004 — 2007
Bachelors of Science, Business Management
Huron University 2006 — 2006
Business Administration, Management
Monmouth University 2003 — 2004
Business Administration
Kristina Chapman's Raymond James Financial Inc. Experience January 2014 - Present
Job Technology Analyst
Industry Information Technology and Services
Experience
Raymond James Financial Inc. January 2014 - Present
Raymond James Financial Inc. November 2012 - January 2014
Jackson Hewitt April 2010 - November 2012
SouthEast Controls Inc September 2009 - August 2010
Mote Marine Laboratory January 2009 - August 2009
School District of Manatee County March 2006 - May 2009
Skills
Testing, Quality Assurance, SQL, Visual Studio, Android, C#, Microsoft Office, iOS, Manual Testing, Social Media, Outlook, Team Building, Technical Writing, Public Speaking, TFS, Quality Center, Change Management, Troubleshooting, Test Planning, Microsoft SQL Server, Business Analysis, Visio, Windows, HTML, Java, Access, Databases, Web Applications, Oracle, Requirements Gathering, User Acceptance Testing, Software Quality..., Software Documentation
Education
Marist College 2011 — 2014
Master's degree, Management Information Systems, General
University of South Florida 2005 — 2010
BS, MIS/Accounting
Raymond James Financial Inc. January 2014 - Present
Raymond James Financial Inc. November 2012 - January 2014
Jackson Hewitt April 2010 - November 2012
SouthEast Controls Inc September 2009 - August 2010
Mote Marine Laboratory January 2009 - August 2009
School District of Manatee County March 2006 - May 2009
Skills
Testing, Quality Assurance, SQL, Visual Studio, Android, C#, Microsoft Office, iOS, Manual Testing, Social Media, Outlook, Team Building, Technical Writing, Public Speaking, TFS, Quality Center, Change Management, Troubleshooting, Test Planning, Microsoft SQL Server, Business Analysis, Visio, Windows, HTML, Java, Access, Databases, Web Applications, Oracle, Requirements Gathering, User Acceptance Testing, Software Quality..., Software Documentation
Education
Marist College 2011 — 2014
Master's degree, Management Information Systems, General
University of South Florida 2005 — 2010
BS, MIS/Accounting
James Duffy's Raymond James Financial Inc. Experience 1997 - 1998
Job Park Avenue Strategic Partners, Chair & Managing Director
Industry Financial Services
Experience
Park Avenue Strategic Partners February 2013 - Present
Principal Financial Group September 2007 - Present
The Granite Financial February 1997 - July 2008
The Investment Center July 1999 - April 2001
Wall Street Financial Group August 1998 - July 1999
Raymond James Financial Inc. 1997 - 1998
MONY Securities Corp. 1997 - 1997
Skills
401k, 403 b, Variable Annuities, Fixed Annuities, Asset Allocation, Buy-sell Agreements, Deferred Compensation..., Disability Income..., Executive Benefit..., Informal Business..., Traditional IRA, Roth IRA, Pension Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Business Continuation..., Buy-Sell Review, Income Protection, SEP IRA, Key Person Insurance, Series 7, Series 63, Series 24, Simple IRA
Education
The New School 1989 — 1991
Certificate, Business Management
Molloy College 1984 — 1989
Bachelor's Degree, Business Finance
Park Avenue Strategic Partners February 2013 - Present
Principal Financial Group September 2007 - Present
The Granite Financial February 1997 - July 2008
The Investment Center July 1999 - April 2001
Wall Street Financial Group August 1998 - July 1999
Raymond James Financial Inc. 1997 - 1998
MONY Securities Corp. 1997 - 1997
Skills
401k, 403 b, Variable Annuities, Fixed Annuities, Asset Allocation, Buy-sell Agreements, Deferred Compensation..., Disability Income..., Executive Benefit..., Informal Business..., Traditional IRA, Roth IRA, Pension Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Business Continuation..., Buy-Sell Review, Income Protection, SEP IRA, Key Person Insurance, Series 7, Series 63, Series 24, Simple IRA
Education
The New School 1989 — 1991
Certificate, Business Management
Molloy College 1984 — 1989
Bachelor's Degree, Business Finance
Tom Wegner, CFP®'s Raymond James Financial Inc. Experience 1998 - 2006
Job National Sales Manager at Cape Securities, Inc
Industry Financial Services
Experience
Cape Securities, Inc 2015 - Present
Wells Fargo Advisors, LLC 2014 - 2015
Regions Investment Solutions 2013 - 2014
BankUnited 2010 - 2013
BB&T Wealth Managment 2009 - 2010
First Tennessee Bank 2007 - 2009
Raymond James Financial Inc. 1998 - 2006
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Series 7, Mutual Funds, Investments, FINRA, Certified Financial...
Education
University of Colorado at Boulder - Leeds School of Business
MBA, Finance
Mercer University - Stetson School of Business and Economics
BBA, Finance and Political Science
Cape Securities, Inc 2015 - Present
Wells Fargo Advisors, LLC 2014 - 2015
Regions Investment Solutions 2013 - 2014
BankUnited 2010 - 2013
BB&T Wealth Managment 2009 - 2010
First Tennessee Bank 2007 - 2009
Raymond James Financial Inc. 1998 - 2006
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Series 7, Mutual Funds, Investments, FINRA, Certified Financial...
Education
University of Colorado at Boulder - Leeds School of Business
MBA, Finance
Mercer University - Stetson School of Business and Economics
BBA, Finance and Political Science
Joseph Brickman's Raymond James Financial Inc. Experience September 1995 - January 2000
Job Managing Director, Senior Vice President at PNC
Industry Financial Services
Experience
PNC December 2013 - Present
The Northern Trust Company November 2011 - December 2013
Morningstar, Inc. May 2004 - November 2011
RBP Capital Management, LLC February 2002 - May 2004
Legg Mason January 2000 - February 2002
Raymond James Financial Inc. September 1995 - January 2000
Skills
Investments, Alternative Investments, Hedge Funds, Asset Allocation, Investment Advisory, Investment Management, Private Equity, Investment Strategies, Financial Advisory, Financial Services, Asset Management, Wealth Management, Mutual Funds, Equities
Education
Lynchburg College 1990 — 1994
BA, Economics
Lake Forest High School 1986 — 1990
PNC December 2013 - Present
The Northern Trust Company November 2011 - December 2013
Morningstar, Inc. May 2004 - November 2011
RBP Capital Management, LLC February 2002 - May 2004
Legg Mason January 2000 - February 2002
Raymond James Financial Inc. September 1995 - January 2000
Skills
Investments, Alternative Investments, Hedge Funds, Asset Allocation, Investment Advisory, Investment Management, Private Equity, Investment Strategies, Financial Advisory, Financial Services, Asset Management, Wealth Management, Mutual Funds, Equities
Education
Lynchburg College 1990 — 1994
BA, Economics
Lake Forest High School 1986 — 1990
Helene Colvin's Raymond James Financial Inc. Experience July 2001 - July 2003
Job V.P. at Invest Financial
Industry Financial Services
Experience
Invest Financail July 2003 - Present
Invest Financial July 2003 - Present
Raymond James Financial Inc. July 2001 - July 2003
Merrill Lynch June 1999 - June 2001
J.C.. Bradford & Co. February 1983 - June 1999
Education
Fair Park
Louisiana Tech University
Bachelor of Science (B.S.), Business Administration and Management, General
Invest Financail July 2003 - Present
Invest Financial July 2003 - Present
Raymond James Financial Inc. July 2001 - July 2003
Merrill Lynch June 1999 - June 2001
J.C.. Bradford & Co. February 1983 - June 1999
Education
Fair Park
Louisiana Tech University
Bachelor of Science (B.S.), Business Administration and Management, General
Joe Sikowski's Raymond James Financial Inc. Experience July 2014 - Present
Job Operations Management Specialist Retirement Plan Services Processing Team at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. March 2012 - Present
Flextronics September 2008 - August 2011
Flextronics September 2002 - September 2008
Verizon Wireless December 2000 - September 2002
Mt. Clemens General Hospital October 1999 - December 2000
Skills
Recruiting, Management, Sales Management, Sales, Customer Service, Coaching, Retail, Interviews, Time Management, Selling, Team Building, Staff Development, Customer Satisfaction, Troubleshooting, Team Leadership, Operations Management, Leadership, Sales Operations, Customer Retention
Education
Macomb Community College 1998 — 2000
General Business
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. March 2012 - Present
Flextronics September 2008 - August 2011
Flextronics September 2002 - September 2008
Verizon Wireless December 2000 - September 2002
Mt. Clemens General Hospital October 1999 - December 2000
Skills
Recruiting, Management, Sales Management, Sales, Customer Service, Coaching, Retail, Interviews, Time Management, Selling, Team Building, Staff Development, Customer Satisfaction, Troubleshooting, Team Leadership, Operations Management, Leadership, Sales Operations, Customer Retention
Education
Macomb Community College 1998 — 2000
General Business
Sonja Xholi's Raymond James Financial Inc. Experience October 2012 - May 2014
Job Financial Analyst at Intel Corporation
Industry Financial Services
Experience
Intel Corporation July 2014 - Present
Raymond James Financial Inc. October 2012 - May 2014
Intel Corporation May 2013 - August 2013
MSU Migrant Student Services September 2011 - December 2012
DTE Energy June 2012 - August 2012
Skills
Financial Modeling, Investments, Analysis, Budgets, Time Management, Accounts Payable, Management, Customer Service
Education
Michigan State University 2010 — 2014
Bachelor of Arts (B.A.), Finance
Intel Corporation July 2014 - Present
Raymond James Financial Inc. October 2012 - May 2014
Intel Corporation May 2013 - August 2013
MSU Migrant Student Services September 2011 - December 2012
DTE Energy June 2012 - August 2012
Skills
Financial Modeling, Investments, Analysis, Budgets, Time Management, Accounts Payable, Management, Customer Service
Education
Michigan State University 2010 — 2014
Bachelor of Arts (B.A.), Finance
Clayton Ledford's Raymond James Financial Inc. Experience November 2014 - Present
Job Supervisor II at Raymond James Financial, Inc
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2014 - Present
Raymond James Financial Inc. January 2011 - November 2014
Raymond James Financial Inc. June 2007 - December 2010
Raymond James Financial Inc. June 2006 - May 2007
Raymond James Financial Inc. July 2005 - May 2006
Skills
Series 7, Microsoft Access, Basic SQL
Education
University of South Florida 2007 — 2009
Master of Business Administration (MBA), Finance and MIS
Muskingum College 2001 — 2005
Bachelor of Business Administration (BBA), Economics
Raymond James Financial, Inc. November 2014 - Present
Raymond James Financial Inc. January 2011 - November 2014
Raymond James Financial Inc. June 2007 - December 2010
Raymond James Financial Inc. June 2006 - May 2007
Raymond James Financial Inc. July 2005 - May 2006
Skills
Series 7, Microsoft Access, Basic SQL
Education
University of South Florida 2007 — 2009
Master of Business Administration (MBA), Finance and MIS
Muskingum College 2001 — 2005
Bachelor of Business Administration (BBA), Economics
RC Parker's Raymond James Financial Inc. Experience April 2003 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2003 - Present
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Mutual Funds, 401k Rollovers, Retirement, Asset Allocation, Financial Services, Investment Strategies, Financial Advisory, Wealth, Finance
Education
The University of Montana 1990 — 1992
Bachelor of Arts (B.A.), English, Political Science
Montana State University-Billings
Bachelor of Science, Education
Raymond James Financial Inc. April 2003 - Present
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Mutual Funds, 401k Rollovers, Retirement, Asset Allocation, Financial Services, Investment Strategies, Financial Advisory, Wealth, Finance
Education
The University of Montana 1990 — 1992
Bachelor of Arts (B.A.), English, Political Science
Montana State University-Billings
Bachelor of Science, Education
Jason Jeansonne's Raymond James Financial Inc. Experience August 2005 - January 2013
Job Principal at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray January 2013 - Present
Raymond James Financial Inc. August 2005 - January 2013
Education
LSU 1998 — 2000
Master's degree, Finance, General
Louisiana Tech University 1990 — 1994
Bachelor of Science (BS), Finance, General
Piper Jaffray January 2013 - Present
Raymond James Financial Inc. August 2005 - January 2013
Education
LSU 1998 — 2000
Master's degree, Finance, General
Louisiana Tech University 1990 — 1994
Bachelor of Science (BS), Finance, General
Julissa Lewis's Raymond James Financial Inc. Experience 2008 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James Financial Inc. 2008 - 2011
Bank of America October 2003 - March 2008
Skills
Accounting, General Ledger, Microsoft Office, Microsoft Word, Microsoft Excel, Databases, Data Entry, Clerical Skills, Customer Service
Education
Hillsborough Community College 2013 — 2016
Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
New England College 2004 — 2005
Accounting
Raymond James Financial Inc. 2008 - 2011
Bank of America October 2003 - March 2008
Skills
Accounting, General Ledger, Microsoft Office, Microsoft Word, Microsoft Excel, Databases, Data Entry, Clerical Skills, Customer Service
Education
Hillsborough Community College 2013 — 2016
Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
New England College 2004 — 2005
Accounting
Rogelio Chua's Raymond James Financial Inc. Experience June 2006 - August 2013
Job Lead Assembler IV at Baxter International Inc.
Industry Staffing and Recruiting
Experience
Baxter International Inc. April 1989 - Present
Raymond James Financial Inc. June 2006 - August 2013
Skills
Merchanical Assembler
Education
Mapua Institute of Technology
Baxter International Inc. April 1989 - Present
Raymond James Financial Inc. June 2006 - August 2013
Skills
Merchanical Assembler
Education
Mapua Institute of Technology
Peter Muckerman's Raymond James Financial Inc. Experience 2009 - Present
Job Financial Planner & Investment Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2009 - Present
Legg Mason 1999 - 2009
Charles Schwab 1997 - 1999
Skills
Investments, Securities, Financial Planning, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Asset Allocation, Investment Advisory, Series 7
Education
Mount St. Mary's University 1979 — 1983
Bachelorâs Degree, Political Science
Raymond James Financial Inc. 2009 - Present
Legg Mason 1999 - 2009
Charles Schwab 1997 - 1999
Skills
Investments, Securities, Financial Planning, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Asset Allocation, Investment Advisory, Series 7
Education
Mount St. Mary's University 1979 — 1983
Bachelorâs Degree, Political Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS