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),
Raymond James Financial Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Raymond James Financial Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Raymond James Financial Inc. Salaries. You can even request information on how much does Raymond James Financial Inc. pay if you want to. Learn about salaries, pros and cons of working for Raymond James Financial Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
3,595 Raymond James Financial Inc. employees in database. Find out everything there's to know about Raymond James Financial Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Raymond James Financial Inc. Employees
Employee
Years
Job
Industry
Bryant West Bryant West's Raymond James Financial Inc. Experience December 2013 - Present
Job Finacial Advisor at Raymond James Financial Inc.
Industry Marketing and Advertising
Experience
Raymond James Financial Inc. December 2013 - Present
West Advertising September 2010 - March 2013
Geiger January 2006 - February 2010
Skills
Sales, Customer Service, Cold Calling, Corporate Gifts, Advertising, Direct Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Marketing Communications, Online Marketing, Integrated Marketing, Brand Development, Marketing, Account Management, Social Media
Education
University of North Alabama 2004 — 2006
Master of Business Administration, Business Administration, Management and Operations, 3.5
University of North Alabama 2001 — 2003
Bachelor of Business Administration, Business, Management, Marketing, and Related Support Services, 3.1
Northwest Shoals Community College-Muscle Shoals 2000 — 2001
Shelton State Community College 1999 — 2000
Raymond James Financial Inc. December 2013 - Present
West Advertising September 2010 - March 2013
Geiger January 2006 - February 2010
Skills
Sales, Customer Service, Cold Calling, Corporate Gifts, Advertising, Direct Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Marketing Communications, Online Marketing, Integrated Marketing, Brand Development, Marketing, Account Management, Social Media
Education
University of North Alabama 2004 — 2006
Master of Business Administration, Business Administration, Management and Operations, 3.5
University of North Alabama 2001 — 2003
Bachelor of Business Administration, Business, Management, Marketing, and Related Support Services, 3.1
Northwest Shoals Community College-Muscle Shoals 2000 — 2001
Shelton State Community College 1999 — 2000
Bruce Richards Bruce Richards's Raymond James Financial Inc. Experience May 2001 - October 2007
Job IT Manager at Gulf Management Systems, Inc.
Industry Financial Services
Experience
Gulf Management Systems, Inc. July 2010 - Present
Self Employed October 2007 - July 2010
Raymond James Financial Inc. May 2001 - October 2007
Sterling Research Group March 1998 - May 2001
Skills
VMware, Visio, Windows Server, Networking, Servers, Disaster Recovery, Operating Systems, XP, Switches, Service Desk, TCP/IP, Hyper-V, Visual Studio, System Administration, Microsoft SQL Server, Routers, IIS, Systems Management, Virtualization, IT Operations, Active Directory, Cisco Technologies, Troubleshooting, SharePoint, Windows 7, ITIL, IT Management, Data Center, Security, Network Monitoring Tools, VB.NET, ASP.NET, ACH, Strategic Planning, Problem Solving, Creative Writing, Microsoft Excel, Microsoft Word, ITIL v3 Foundations..., Information Security, Business Continuity..., System Monitoring
Education
Tampa College 1990 — 1992
MBA, Marketing
Palm Beach Atlantic University 1985 — 1989
BA, Communications
Gulf Management Systems, Inc. July 2010 - Present
Self Employed October 2007 - July 2010
Raymond James Financial Inc. May 2001 - October 2007
Sterling Research Group March 1998 - May 2001
Skills
VMware, Visio, Windows Server, Networking, Servers, Disaster Recovery, Operating Systems, XP, Switches, Service Desk, TCP/IP, Hyper-V, Visual Studio, System Administration, Microsoft SQL Server, Routers, IIS, Systems Management, Virtualization, IT Operations, Active Directory, Cisco Technologies, Troubleshooting, SharePoint, Windows 7, ITIL, IT Management, Data Center, Security, Network Monitoring Tools, VB.NET, ASP.NET, ACH, Strategic Planning, Problem Solving, Creative Writing, Microsoft Excel, Microsoft Word, ITIL v3 Foundations..., Information Security, Business Continuity..., System Monitoring
Education
Tampa College 1990 — 1992
MBA, Marketing
Palm Beach Atlantic University 1985 — 1989
BA, Communications
Vicky Jensen Vicky Jensen's Raymond James Financial Inc. Experience 1993 - 2001
Job Mutual Fund Alliance Liaison at Broadridge/Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions, a Broadridge Company (previously Wilmington Trust) December 2006 - Present
Transamerica Retirement Solutions December 2005 - December 2006
Ceridian April 2002 - December 2005
Raymond James Financial Inc. 1993 - 2001
Skills
Series 7, Series 63, Qualified Retirement..., Third Party..., Mutual Funds, Marketing, Financial Services, Wealth Management, Sales, Public Relations, Relationship Management, Retirement, Investments, 401k
Education
Northern Illinois University
Bachelor of Science (B.S.), Marketing
Matrix Financial Solutions, a Broadridge Company (previously Wilmington Trust) December 2006 - Present
Transamerica Retirement Solutions December 2005 - December 2006
Ceridian April 2002 - December 2005
Raymond James Financial Inc. 1993 - 2001
Skills
Series 7, Series 63, Qualified Retirement..., Third Party..., Mutual Funds, Marketing, Financial Services, Wealth Management, Sales, Public Relations, Relationship Management, Retirement, Investments, 401k
Education
Northern Illinois University
Bachelor of Science (B.S.), Marketing
Sarah Lamont's Raymond James Financial Inc. Experience October 1997 - May 1999
Job Learning Analyst at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection January 2007 - Present
Transamerica Life and Protection May 1999 - January 2007
Raymond James Financial Inc. October 1997 - May 1999
Education
Pasco-Hernando Community College 1994 — 1996
Transamerica Life and Protection January 2007 - Present
Transamerica Life and Protection May 1999 - January 2007
Raymond James Financial Inc. October 1997 - May 1999
Education
Pasco-Hernando Community College 1994 — 1996
Samuel Lanning's Raymond James Financial Inc. Experience 2009 - 2011
Job Graphic Designer at Shelafoe Designs
Industry Higher Education
Experience
Shelafoe Designs July 2015 - Present
Lakeshore Photography January 2015 - Present
Aubree's Pizzeria & Grill Franchise Sales May 2014 - December 2014
Simplicity Simple Skincare March 2014 - December 2014
Farmer Q's Market May 2012 - January 2014
Spartan Stores March 2007 - December 2011
Raymond James Financial Inc. 2009 - 2011
Skills
Photoshop, Illustrator, Adobe Creative Suite, InDesign, Dreamweaver, Mac, Layout, Adobe Acrobat, Microsoft Excel, Lightroom, WordPress, Cinema 4D, Microsoft Word, Wacom Tablet, Canon DSLR
Education
Northern Michigan University 2009 — 2015
BFA, Graphic Design, Graduated
Forest Hills Central High School 2005 — 2009
High School Diploma, General Studies
Shelafoe Designs July 2015 - Present
Lakeshore Photography January 2015 - Present
Aubree's Pizzeria & Grill Franchise Sales May 2014 - December 2014
Simplicity Simple Skincare March 2014 - December 2014
Farmer Q's Market May 2012 - January 2014
Spartan Stores March 2007 - December 2011
Raymond James Financial Inc. 2009 - 2011
Skills
Photoshop, Illustrator, Adobe Creative Suite, InDesign, Dreamweaver, Mac, Layout, Adobe Acrobat, Microsoft Excel, Lightroom, WordPress, Cinema 4D, Microsoft Word, Wacom Tablet, Canon DSLR
Education
Northern Michigan University 2009 — 2015
BFA, Graphic Design, Graduated
Forest Hills Central High School 2005 — 2009
High School Diploma, General Studies
Alexander Avestini Alexander Avestini's Raymond James Financial Inc. Experience June 2014 - Present
Job Client Service Representative at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
North Dakota State University August 2013 - March 2014
Raymond James Financial Inc. June 2013 - August 2013
Gate City Bank December 2011 - January 2013
Avestco Diversified April 2011 - August 2012
Skills
Customer Service, Microsoft Office, Teamwork, Finance, Team Building, Sales, Microsoft CRM, Portfolio Management, Investment Management, Networking
Education
North Dakota State University 2010 — 2014
Bachelor's Degree, Finance, General
Wayzata High School 2006 — 2010
High School
Raymond James Financial Inc. June 2014 - Present
North Dakota State University August 2013 - March 2014
Raymond James Financial Inc. June 2013 - August 2013
Gate City Bank December 2011 - January 2013
Avestco Diversified April 2011 - August 2012
Skills
Customer Service, Microsoft Office, Teamwork, Finance, Team Building, Sales, Microsoft CRM, Portfolio Management, Investment Management, Networking
Education
North Dakota State University 2010 — 2014
Bachelor's Degree, Finance, General
Wayzata High School 2006 — 2010
High School
Cory Anderson Cory Anderson's Raymond James Financial Inc. Experience April 2014 - June 2014
Job Management Trainee at Enterprise RentACar
Industry International Affairs
Experience
Enterprise Rent-A-Car January 2015 - Present
Rocket Fizz Soda Pop and Candy Shop October 2013 - Present
Target November 2014 - January 2015
T.E.A.M. (Travel, Entertainment and Marketing) December 2012 - December 2014
Raymond James Financial Inc. April 2014 - June 2014
UBS November 2013 - March 2014
Linear Corporation May 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
The Drake Center for Veterinary Care May 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Finance, Microsoft Word, Public Speaking, Leadership, Teamwork, Securities, Facebook, Marketing, Social Networking, Event Planning, Fundraising, Event Management, Social Media, Customer Service, Sales, Social Media Marketing, Time Management
Education
University of Southern California 2012 — 2014
International Relations Global Business, International Relations Global Business
Palomar College 2010 — 2012
General Education, General Studies
Enterprise Rent-A-Car January 2015 - Present
Rocket Fizz Soda Pop and Candy Shop October 2013 - Present
Target November 2014 - January 2015
T.E.A.M. (Travel, Entertainment and Marketing) December 2012 - December 2014
Raymond James Financial Inc. April 2014 - June 2014
UBS November 2013 - March 2014
Linear Corporation May 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
The Drake Center for Veterinary Care May 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Finance, Microsoft Word, Public Speaking, Leadership, Teamwork, Securities, Facebook, Marketing, Social Networking, Event Planning, Fundraising, Event Management, Social Media, Customer Service, Sales, Social Media Marketing, Time Management
Education
University of Southern California 2012 — 2014
International Relations Global Business, International Relations Global Business
Palomar College 2010 — 2012
General Education, General Studies
Timothy Satre CFP® CDFA™'s Raymond James Financial Inc. Experience 1996 - July 2012
Job Financial Advisor, Certified Financial Planner proffessional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Raymond James Financial Inc. 1996 - July 2012
Prime Bank (Wells Fargo) 1994 - 1996
Education
College of Financial Planning 1997 — 1997
Certified Financial Planner™
Northwest Missouri State University 1983 — 1987
1987 Bachelor of Science - Finance/Managment
Institute of Certified Divorce Financial Analyst - 2002-
Certified Divorce Financial Analyst CDFA®
Ameriprise Financial Services, Inc. July 2012 - Present
Raymond James Financial Inc. 1996 - July 2012
Prime Bank (Wells Fargo) 1994 - 1996
Education
College of Financial Planning 1997 — 1997
Certified Financial Planner™
Northwest Missouri State University 1983 — 1987
1987 Bachelor of Science - Finance/Managment
Institute of Certified Divorce Financial Analyst - 2002-
Certified Divorce Financial Analyst CDFA®
Joe Combest Joe Combest's Raymond James Financial Inc. Experience July 1999 - July 2005
Job Owner
Industry Financial Services
Experience
Self-employed July 1999 - Present
Raymond James Financial Inc. July 1999 - July 2005
Edward Jones October 1992 - July 1999
Army National Guard March 1988 - June 1999
TEAM Environmental LLC February 1990 - June 1992
Skills
Strategic Financial..., Investments, Fixed Annuities, IRAs, Retirement, Financial Planners, 401k, Alternative Investments, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Wealth, Wealth Management, Estate Planning, Asset Management
Education
University of California, Riverside 1999 — 2000
Personal Financial Planning
University of Oklahoma 1985 — 1987
Master of Business Administration (M.B.A.), Business Administration and Management, General
Oklahoma State University 1977 — 1982
Bachelor's degree, Geology/Earth Science, General
Duncan High School 1974 — 1977
Self-employed July 1999 - Present
Raymond James Financial Inc. July 1999 - July 2005
Edward Jones October 1992 - July 1999
Army National Guard March 1988 - June 1999
TEAM Environmental LLC February 1990 - June 1992
Skills
Strategic Financial..., Investments, Fixed Annuities, IRAs, Retirement, Financial Planners, 401k, Alternative Investments, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Wealth, Wealth Management, Estate Planning, Asset Management
Education
University of California, Riverside 1999 — 2000
Personal Financial Planning
University of Oklahoma 1985 — 1987
Master of Business Administration (M.B.A.), Business Administration and Management, General
Oklahoma State University 1977 — 1982
Bachelor's degree, Geology/Earth Science, General
Duncan High School 1974 — 1977
Michael Borchetta, Jr. Michael Borchetta, Jr.'s Raymond James Financial Inc. Experience January 2013 - March 2013
Job Acquisitions Associate at Harrison Street Real Estate Capital LLC
Industry Financial Services
Experience
Harrison Street Real Estate Capital LLC June 2013 - Present
Raymond James Financial Inc. January 2013 - March 2013
Environmental Finance Intern September 2012 - December 2012
Martin Investment Management, LLC June 2012 - September 2012
US-UK Fulbright Commission May 2011 - August 2011
Education
Northwestern University 2010 — 2014
Bachelor's Degree, Economics, Business Institutions, Certificate in Energy and Sustainability
Greenwich High School 2007 — 2010
High School
Harrison Street Real Estate Capital LLC June 2013 - Present
Raymond James Financial Inc. January 2013 - March 2013
Environmental Finance Intern September 2012 - December 2012
Martin Investment Management, LLC June 2012 - September 2012
US-UK Fulbright Commission May 2011 - August 2011
Education
Northwestern University 2010 — 2014
Bachelor's Degree, Economics, Business Institutions, Certificate in Energy and Sustainability
Greenwich High School 2007 — 2010
High School
Cameron Mattox Cameron Mattox's Raymond James Financial Inc. Experience June 2009 - July 2009
Job Commercial Appraiser at CBRE
Industry Commercial Real Estate
Experience
CBRE - Valuation and Advisory Services December 2012 - Present
CBRE November 2011 - December 2012
United States Marine Corps January 2006 - December 2011
Barton Malow July 2007 - November 2011
Raymond James Financial Inc. June 2009 - July 2009
DMC Service Group June 2004 - January 2005
Skills
Negotiation, Strategic Consulting, Site Selection, Financial Analysis, Dispositions, Operational Efficiency, market knowledge, Tenant Representation, Location Intelligence, Disposition, Valuation, Market Valuation, Real Estate, Market Knowledge, Real Estate Development, CRM, Commercial Real Estate
Education
Oakland University 2007 — 2011
Bachelor of Science, Finance and Economics
Troy Athens
CBRE - Valuation and Advisory Services December 2012 - Present
CBRE November 2011 - December 2012
United States Marine Corps January 2006 - December 2011
Barton Malow July 2007 - November 2011
Raymond James Financial Inc. June 2009 - July 2009
DMC Service Group June 2004 - January 2005
Skills
Negotiation, Strategic Consulting, Site Selection, Financial Analysis, Dispositions, Operational Efficiency, market knowledge, Tenant Representation, Location Intelligence, Disposition, Valuation, Market Valuation, Real Estate, Market Knowledge, Real Estate Development, CRM, Commercial Real Estate
Education
Oakland University 2007 — 2011
Bachelor of Science, Finance and Economics
Troy Athens
Jennifer McClain Jennifer McClain's Raymond James Financial Inc. Experience May 2008 - January 2010
Job Tax Incharge
Industry Accounting
Experience
Plante Moran January 2013 - Present
UHY Advisors January 2012 - November 2012
Raymond James Financial Inc. May 2008 - January 2010
Morgan Stanley Smith Barney 1994 - 2008
Skills
Corporate Tax, Tax Preparation, International Tax, Income Tax, Gift Tax, Estate Tax Planning, ProSystem fx Tax, Accounting, Personal Financial..., Partnership Taxation, Financial Planners, Trusts, High Net Worth...
Education
Oakland University 2010 — 2012
Master's degree, Accounting, 3.6
Walsh College of Accountancy and Business Administration 1993 — 1997
Bachelor of Business Administration (BBA), General Business
Plante Moran January 2013 - Present
UHY Advisors January 2012 - November 2012
Raymond James Financial Inc. May 2008 - January 2010
Morgan Stanley Smith Barney 1994 - 2008
Skills
Corporate Tax, Tax Preparation, International Tax, Income Tax, Gift Tax, Estate Tax Planning, ProSystem fx Tax, Accounting, Personal Financial..., Partnership Taxation, Financial Planners, Trusts, High Net Worth...
Education
Oakland University 2010 — 2012
Master's degree, Accounting, 3.6
Walsh College of Accountancy and Business Administration 1993 — 1997
Bachelor of Business Administration (BBA), General Business
Caty Vance's Raymond James Financial Inc. Experience November 2005 - December 2006
Job Sales Support at Diversified Pure Chem
Industry Chemicals
Experience
Diversified Pure Chem May 2014 - Present
DSC Logistics March 2013 - May 2014
DSC Logistics March 2010 - March 2012
North Texas Fiberglass January 2007 - February 2010
Raymond James Financial Inc. November 2005 - December 2006
Skills
Customer Service, Salesforce.com..., Peachtree, Warehousing, Accounts Payable &..., Process Improvement, Inventory Control, Logistics, Purchasing, Leadership, Customer Satisfaction, Shipping, Communication, Data Entry, SAP, CRM, Outlook, Time Management, Spreadsheets, Transportation
Education
North Central Texas College
Diversified Pure Chem May 2014 - Present
DSC Logistics March 2013 - May 2014
DSC Logistics March 2010 - March 2012
North Texas Fiberglass January 2007 - February 2010
Raymond James Financial Inc. November 2005 - December 2006
Skills
Customer Service, Salesforce.com..., Peachtree, Warehousing, Accounts Payable &..., Process Improvement, Inventory Control, Logistics, Purchasing, Leadership, Customer Satisfaction, Shipping, Communication, Data Entry, SAP, CRM, Outlook, Time Management, Spreadsheets, Transportation
Education
North Central Texas College
Jason Mayor's Raymond James Financial Inc. Experience August 2014 - Present
Job IT Security Engineering Manager at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. August 2014 - Present
United States Air Force August 2009 - May 2014
Skills
Computer Security, Network Security, Systems Engineering, Military Experience, Cyber Security, Project Management, Information Technology, Information Security, Cyber Defense, Cyber Operations, Computer Network..., Active Top Secret..., Military Operations, Project Planning, Network Operations, Leadership, Security Clearance, Information Assurance, Defense, Security, DoD, Air Force
Education
United States Air Force Academy 2004 — 2009
Bachelor of Science, Systems Engineering Management
Oklahoma State University 2011 — 2014
Masters of Business Administration, Information Systems Management, 3.31
Raymond James Financial Inc. August 2014 - Present
United States Air Force August 2009 - May 2014
Skills
Computer Security, Network Security, Systems Engineering, Military Experience, Cyber Security, Project Management, Information Technology, Information Security, Cyber Defense, Cyber Operations, Computer Network..., Active Top Secret..., Military Operations, Project Planning, Network Operations, Leadership, Security Clearance, Information Assurance, Defense, Security, DoD, Air Force
Education
United States Air Force Academy 2004 — 2009
Bachelor of Science, Systems Engineering Management
Oklahoma State University 2011 — 2014
Masters of Business Administration, Information Systems Management, 3.31
Nadine Simon Nadine Simon's Raymond James Financial Inc. Experience March 2006 - Present
Job Project Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2006 - Present
Placido Bayou HO Assoc 2010 - 2012
Real Estate Specialists, Inc. 1992 - 2005
Kalmbach Publishing Co. 1990 - 1992
Skills
Visio, Business Analysis, Process Improvement, Risk Management, Project Management, SharePoint, Vendor Management, Requirements Analysis, Financial Services, Management
Education
Ottawa University-Wisconsin 2004 — 2005
Marketing
University of Phoenix-Milwaukee Campus 2002 — 2004
Business Mnagement
Raymond James Financial Inc. March 2006 - Present
Placido Bayou HO Assoc 2010 - 2012
Real Estate Specialists, Inc. 1992 - 2005
Kalmbach Publishing Co. 1990 - 1992
Skills
Visio, Business Analysis, Process Improvement, Risk Management, Project Management, SharePoint, Vendor Management, Requirements Analysis, Financial Services, Management
Education
Ottawa University-Wisconsin 2004 — 2005
Marketing
University of Phoenix-Milwaukee Campus 2002 — 2004
Business Mnagement
Toby Zeringue's Raymond James Financial Inc. Experience March 2007 - March 2011
Job Business Development Representative at Danos
Industry Oil & Energy
Experience
Danos March 2011 - Present
Raymond James Financial Inc. March 2007 - March 2011
State Farm December 2005 - March 2007
Skills
Business Development, Account Management, New Business Development, Sales Management, Strategic Planning, Sales Operations, Customer Service, Marketing Strategy, Marketing Communications, Forecasting, Contract Negotiation, Management, Business Strategy, Negotiation, Leadership, Operations Management, Project Planning, Procurement, Direct Sales, Team Building, Training, Contract Management, Recruiting
Education
Nicholls State University 2001 — 2005
Bachelor of Science (BS), Marketing
Danos March 2011 - Present
Raymond James Financial Inc. March 2007 - March 2011
State Farm December 2005 - March 2007
Skills
Business Development, Account Management, New Business Development, Sales Management, Strategic Planning, Sales Operations, Customer Service, Marketing Strategy, Marketing Communications, Forecasting, Contract Negotiation, Management, Business Strategy, Negotiation, Leadership, Operations Management, Project Planning, Procurement, Direct Sales, Team Building, Training, Contract Management, Recruiting
Education
Nicholls State University 2001 — 2005
Bachelor of Science (BS), Marketing
Jessica R. Stevens (Harris), MS, RD, LDN Jessica R. Stevens (Harris), MS, RD, LDN's Raymond James Financial Inc. Experience May 2010 - August 2010
Job Registered Clinical Dietitian at Springfield Clinic
Industry Health, Wellness and Fitness
Experience
Springfield Clinic May 2014 - Present
Northern Illinois University January 2011 - May 2014
Northern Illinois University January 2011 - December 2013
Camp Timberline: Sports and Mountain Adventure May 2009 - November 2010
Raymond James Financial Inc. May 2010 - August 2010
Riverside Medical Center January 2010 - May 2010
Riverside Medical Center 2010 - 2010
Skills
Nutrition Education, Public Speaking, Dietetics, Fitness, Nutrition, Public Health, Teaching, Wellness
Education
Northern Illinois University 2011 — 2012
MS, Nutrition and Dietetics
Olivet Nazarene University 2006 — 2010
BS, Nutrition and Dietetics
Rend Lake College 2007 — 2008
Culinary Arts, Business
Springfield Clinic May 2014 - Present
Northern Illinois University January 2011 - May 2014
Northern Illinois University January 2011 - December 2013
Camp Timberline: Sports and Mountain Adventure May 2009 - November 2010
Raymond James Financial Inc. May 2010 - August 2010
Riverside Medical Center January 2010 - May 2010
Riverside Medical Center 2010 - 2010
Skills
Nutrition Education, Public Speaking, Dietetics, Fitness, Nutrition, Public Health, Teaching, Wellness
Education
Northern Illinois University 2011 — 2012
MS, Nutrition and Dietetics
Olivet Nazarene University 2006 — 2010
BS, Nutrition and Dietetics
Rend Lake College 2007 — 2008
Culinary Arts, Business
Richard Martino, MBA Richard Martino, MBA's Raymond James Financial Inc. Experience September 2014 - Present
Job Senior Application Developer at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial April 2008 - September 2014
First Advantage Investigative Services July 2007 - April 2008
Medcere June 2005 - July 2007
Self Employed January 2005 - July 2007
St. Petersburg College August 2003 - May 2007
iDatix February 2004 - May 2005
Webster College January 2003 - August 2003
St. Petersburg Catholic High School October 2002 - May 2003
Verizon February 1996 - March 2002
Skills
Management, Leadership, Leadership Development, Teaching, Public Speaking, Motivational Speaking, Parliamentary Procedure, Software Development, Programming, C#, SQL, Software Engineering, Microsoft SQL Server, Visual Studio, Databases, .NET, T-SQL, Unix, Computer Science, ASP.NET, C, Operating Systems, Analysis, Microsoft Excel, Data Analysis, Research, Algorithms, Statistics, Calculus, Technical Writing, Mathematics, Physics, Probability, Mathematical Modeling, Mathematics Education, Differential Equations, SQL Server, Oracle PL/SQL..., SharePoint
Education
University of South Florida - College of Business Administration 1983 — 2012
MBA, Finance and Management, 3.88
Toastmasters International 1978 — 2011
Distinguished Toastmaster, Communication and Leadership
Pennsylvania State University 1972 — 1976
Bachelor of Science (B.S.), Physics, magna cum laude
Pennsylvania State University 1972 — 1976
Bachelor of Science (B.S.), Mathematics, magna cum laude
Central Catholic High School 1968 — 1972
High School Diploma, Academics
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial April 2008 - September 2014
First Advantage Investigative Services July 2007 - April 2008
Medcere June 2005 - July 2007
Self Employed January 2005 - July 2007
St. Petersburg College August 2003 - May 2007
iDatix February 2004 - May 2005
Webster College January 2003 - August 2003
St. Petersburg Catholic High School October 2002 - May 2003
Verizon February 1996 - March 2002
Skills
Management, Leadership, Leadership Development, Teaching, Public Speaking, Motivational Speaking, Parliamentary Procedure, Software Development, Programming, C#, SQL, Software Engineering, Microsoft SQL Server, Visual Studio, Databases, .NET, T-SQL, Unix, Computer Science, ASP.NET, C, Operating Systems, Analysis, Microsoft Excel, Data Analysis, Research, Algorithms, Statistics, Calculus, Technical Writing, Mathematics, Physics, Probability, Mathematical Modeling, Mathematics Education, Differential Equations, SQL Server, Oracle PL/SQL..., SharePoint
Education
University of South Florida - College of Business Administration 1983 — 2012
MBA, Finance and Management, 3.88
Toastmasters International 1978 — 2011
Distinguished Toastmaster, Communication and Leadership
Pennsylvania State University 1972 — 1976
Bachelor of Science (B.S.), Physics, magna cum laude
Pennsylvania State University 1972 — 1976
Bachelor of Science (B.S.), Mathematics, magna cum laude
Central Catholic High School 1968 — 1972
High School Diploma, Academics
Andrew (Andy) Kellogg Andrew (Andy) Kellogg's Raymond James Financial Inc. Experience February 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. February 2013 - Present
Education
Oakland University 2005 — 2009
Business, Accounting and Finance
Oakland University 2005 — 2009
Bachelor of science, Finance., Accounting and Finance
Raymond James Financial Inc. February 2013 - Present
Education
Oakland University 2005 — 2009
Business, Accounting and Finance
Oakland University 2005 — 2009
Bachelor of science, Finance., Accounting and Finance
Mary Margaret Pollock Mary Margaret Pollock's Raymond James Financial Inc. Experience May 2011 - December 2011
Job Project Manager, Retail at Coleman Research
Industry Public Relations and Communications
Experience
Coleman Research April 2015 - Present
Coleman Research February 2015 - March 2015
Coleman Research November 2014 - February 2015
Coleman Research March 2014 - November 2014
Coleman Research June 2012 - March 2014
National Association of Social Workers- NC Chapter January 2012 - April 2012
Boys and Girls Club of Wake County January 2012 - April 2012
Raymond James Financial Inc. May 2011 - December 2011
Skills
Organizational..., Internal Communications, Marketing Communications, Social Media, Task-oriented, Sales, Organization, Customer Satisfaction, Non-profit Leadership, Community Outreach, Customer Service, Facebook, Hospitality, Human Resources, Fundraising, Leadership Development, Marketing, Marketing Strategy, Nonprofits, Recruiting, Social Networking, Research, CRM, Event Planning, Leadership, Time Management, Press Releases
Education
North Carolina State University 2007 — 2012
Bachelor of Arts, Communication- Public & Interpersonal Concentration
Coleman Research April 2015 - Present
Coleman Research February 2015 - March 2015
Coleman Research November 2014 - February 2015
Coleman Research March 2014 - November 2014
Coleman Research June 2012 - March 2014
National Association of Social Workers- NC Chapter January 2012 - April 2012
Boys and Girls Club of Wake County January 2012 - April 2012
Raymond James Financial Inc. May 2011 - December 2011
Skills
Organizational..., Internal Communications, Marketing Communications, Social Media, Task-oriented, Sales, Organization, Customer Satisfaction, Non-profit Leadership, Community Outreach, Customer Service, Facebook, Hospitality, Human Resources, Fundraising, Leadership Development, Marketing, Marketing Strategy, Nonprofits, Recruiting, Social Networking, Research, CRM, Event Planning, Leadership, Time Management, Press Releases
Education
North Carolina State University 2007 — 2012
Bachelor of Arts, Communication- Public & Interpersonal Concentration
Dan Dechichio Dan Dechichio's Raymond James Financial Inc. Experience March 2012 - July 2013
Job Director, Enterprise Data Architecture at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation March 2015 - Present
Modeling Product LIine Community August 2007 - April 2015
DTCC July 2013 - March 2015
Raymond James Financial Inc. March 2012 - July 2013
Raymond James & Associates, Inc January 2011 - March 2012
Raymond James Financial January 2007 - January 2011
Southeast Enterprise Modeling User Group February 2005 - January 2011
Spirit of Life Unitarian Universalist July 2007 - June 2009
Citigroup September 2006 - January 2007
Raymond James Financial April 2005 - September 2006
Skills
Data Modeling, Data Warehousing, SDLC, Database Design, Enterprise Architecture, Erwin, Business Intelligence, Data Management, ETL, SQL, Databases, Requirements Analysis, Business Analysis, Microsoft SQL Server, Data Analysis, DB2, Database Administration, Data Warehouse..., Data Architecture, Architecture, Software Development, Master Data Management, Data Integration, Integration, T-SQL, SSRS, Business Objects, Oracle, SharePoint, Performance Tuning, SOA, COBOL, SSIS, Metadata Management, Systems Analysis, Visio, Solution Architecture, Requirements Gathering, Business Requirements, PL/SQL, Software Project..., Relational Databases, Agile Methodologies, Crystal Reports, IT Strategy, Business Process, Disaster Recovery, Unix, Cognos, Agile Project Management
Education
University of Massachusetts Boston 1986 — 1992
MBA
Northeastern University 1972 — 1976
BS, Mathematics
The Depository Trust & Clearing Corporation March 2015 - Present
Modeling Product LIine Community August 2007 - April 2015
DTCC July 2013 - March 2015
Raymond James Financial Inc. March 2012 - July 2013
Raymond James & Associates, Inc January 2011 - March 2012
Raymond James Financial January 2007 - January 2011
Southeast Enterprise Modeling User Group February 2005 - January 2011
Spirit of Life Unitarian Universalist July 2007 - June 2009
Citigroup September 2006 - January 2007
Raymond James Financial April 2005 - September 2006
Skills
Data Modeling, Data Warehousing, SDLC, Database Design, Enterprise Architecture, Erwin, Business Intelligence, Data Management, ETL, SQL, Databases, Requirements Analysis, Business Analysis, Microsoft SQL Server, Data Analysis, DB2, Database Administration, Data Warehouse..., Data Architecture, Architecture, Software Development, Master Data Management, Data Integration, Integration, T-SQL, SSRS, Business Objects, Oracle, SharePoint, Performance Tuning, SOA, COBOL, SSIS, Metadata Management, Systems Analysis, Visio, Solution Architecture, Requirements Gathering, Business Requirements, PL/SQL, Software Project..., Relational Databases, Agile Methodologies, Crystal Reports, IT Strategy, Business Process, Disaster Recovery, Unix, Cognos, Agile Project Management
Education
University of Massachusetts Boston 1986 — 1992
MBA
Northeastern University 1972 — 1976
BS, Mathematics
Craig Frank, CPA Craig Frank, CPA's Raymond James Financial Inc. Experience February 2002 - April 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Raymond James Financial Inc. February 2002 - April 2011
Advest, Inc. August 1996 - February 2002
Prudential Financial April 1992 - August 1996
Education
Pace University - Lubin School of Business 1979 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting
Ameriprise Financial Services, Inc. April 2011 - Present
Raymond James Financial Inc. February 2002 - April 2011
Advest, Inc. August 1996 - February 2002
Prudential Financial April 1992 - August 1996
Education
Pace University - Lubin School of Business 1979 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting
Tyler Hall Tyler Hall's Raymond James Financial Inc. Experience January 2012 - March 2012
Job Fixed Income Trader at Gelber Group LLC
Industry Management Consulting
Experience
Gelber Group LLC January 2014 - Present
Accenture May 2012 - August 2013
Raymond James Financial Inc. January 2012 - March 2012
NORTHWESTERN DEPARTMENT OF ECONOMICS April 2011 - December 2011
Skills
Data Analysis, Economics, Financial Modeling, Statistics, Valuation, Research, Corporate Finance, Qualitative Research, Microsoft Office, PowerPoint, Social Media, Microsoft Excel
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Peking University 2011 — 2011
Study Abroad, Economics
Gelber Group LLC January 2014 - Present
Accenture May 2012 - August 2013
Raymond James Financial Inc. January 2012 - March 2012
NORTHWESTERN DEPARTMENT OF ECONOMICS April 2011 - December 2011
Skills
Data Analysis, Economics, Financial Modeling, Statistics, Valuation, Research, Corporate Finance, Qualitative Research, Microsoft Office, PowerPoint, Social Media, Microsoft Excel
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Peking University 2011 — 2011
Study Abroad, Economics
Hamid Danmole Hamid Danmole's Raymond James Financial Inc. Experience September 2012 - January 2013
Job VP, CBRU at Merrill Lynch, Pierce, Fenner & Smith Inc.
Industry Financial Services
Experience
Merrill Lynch, Pierce, Fenner & Smith Inc. July 2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. April 2013 - July 2013
Raymond James Financial Inc. September 2012 - January 2013
Scottrade, Inc. August 2011 - August 2012
WaMu Investments, Inc., a JP Morgan Chase Company January 2007 - May 2009
Skills
Securities, USA PATRIOT Act, Risk Assessment, Risk Management, Bank Secrecy Act, Operations Management, AML, FINRA, Investments, Series 7, Financial Risk, Series 65, Series 63, Series 24, Mutual Funds, Financial Services, Uniform Combined State..., Investment Advisory, Trading, Investment Strategies, Process Improvement, Equities, Insurance, Wealth Management, Due Diligence, Asset Management, Fixed Income, Alternative Investments, Finance, Bloomberg, Options, Retirement Planning, Capital Markets, Hedge Funds, Portfolio Management, Strategic Financial..., Banking, Investment Management, Fixed Annuities, Financial Advisory, Retirement, ETFs, Series 6, 401k, Relationship Management, Asset Allocation, Estate Planning, Variable Annuities, Financial Markets, Credit
Education
Oklahoma State University
B.S., Finance and Accounting
Merrill Lynch, Pierce, Fenner & Smith Inc. July 2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. April 2013 - July 2013
Raymond James Financial Inc. September 2012 - January 2013
Scottrade, Inc. August 2011 - August 2012
WaMu Investments, Inc., a JP Morgan Chase Company January 2007 - May 2009
Skills
Securities, USA PATRIOT Act, Risk Assessment, Risk Management, Bank Secrecy Act, Operations Management, AML, FINRA, Investments, Series 7, Financial Risk, Series 65, Series 63, Series 24, Mutual Funds, Financial Services, Uniform Combined State..., Investment Advisory, Trading, Investment Strategies, Process Improvement, Equities, Insurance, Wealth Management, Due Diligence, Asset Management, Fixed Income, Alternative Investments, Finance, Bloomberg, Options, Retirement Planning, Capital Markets, Hedge Funds, Portfolio Management, Strategic Financial..., Banking, Investment Management, Fixed Annuities, Financial Advisory, Retirement, ETFs, Series 6, 401k, Relationship Management, Asset Allocation, Estate Planning, Variable Annuities, Financial Markets, Credit
Education
Oklahoma State University
B.S., Finance and Accounting
Elizabeth Dhondt's Raymond James Financial Inc. Experience July 1995 - September 2005
Job Financial Operations and Grant Compliance Management, Internal Audit, Business Writing
Industry Higher Education
Experience
University of South Florida July 2008 - February 2015
University of South Florida November 2006 - June 2008
Raymond James Financial Inc. July 1995 - September 2005
Robb & Stucky February 1988 - June 1995
Maas Brothers Department Store October 1980 - January 1988
Skills
Managerial Finance, Financial Analysis, Accounting, Training, Auditing, Budgets, Sales, Public Speaking, Strategic Planning, Project Management, Grants, Inventory Control, Internal Audit, Operations Management, Fund Accounting, Microsoft Office, Research, Microsoft Excel, Process Improvement, Leadership, Finance, Federal Grants..., Data Analysis
Education
Penn State University
Bachelor of Arts (B.A.), English Language and Literature, General
Securities Industry Institute, Wharton School
University of South Florida July 2008 - February 2015
University of South Florida November 2006 - June 2008
Raymond James Financial Inc. July 1995 - September 2005
Robb & Stucky February 1988 - June 1995
Maas Brothers Department Store October 1980 - January 1988
Skills
Managerial Finance, Financial Analysis, Accounting, Training, Auditing, Budgets, Sales, Public Speaking, Strategic Planning, Project Management, Grants, Inventory Control, Internal Audit, Operations Management, Fund Accounting, Microsoft Office, Research, Microsoft Excel, Process Improvement, Leadership, Finance, Federal Grants..., Data Analysis
Education
Penn State University
Bachelor of Arts (B.A.), English Language and Literature, General
Securities Industry Institute, Wharton School
Adrian R. Park Adrian R. Park's Raymond James Financial Inc. Experience March 2012 - October 2014
Job Vice Chairman at Robert Allen Hayes
Industry Investment Banking
Experience
Robert Allen Hayes October 2014 - Present
SAGE Private Wealth Group March 2012 - October 2014
Raymond James Financial Inc. March 2012 - October 2014
JPMorgan October 2002 - March 2012
Edward Jones September 2001 - August 2002
Skills
Wealth Management, Portfolio Management, Private Equity, Asset Managment, Investments, Bloomberg, Fixed Income, Asset Allocation, Valuation, Mutual Funds, Human Behavior, Social Intelligence, Investment Banking, Investment Advisory, Investment Management, Deal Sourcing, Deal Execution, Deal Creation, Deal Development, Deal Structures, Deal Shaping, Deal Screening, Non-verbal Communication, Neuroeconomics, Monetization, Biochemistry, Brain Research, Brain Training, Neurology, Neuroscience, Neuropsychology, Cognitive Neuroscience, Neurophysiology, Multidisciplinary Design, Due Diligence, Operational Due..., Management Due Diligence
Education
North Central University 1994 — 1999
Bachelor of Arts (B.A.)
Robert Allen Hayes October 2014 - Present
SAGE Private Wealth Group March 2012 - October 2014
Raymond James Financial Inc. March 2012 - October 2014
JPMorgan October 2002 - March 2012
Edward Jones September 2001 - August 2002
Skills
Wealth Management, Portfolio Management, Private Equity, Asset Managment, Investments, Bloomberg, Fixed Income, Asset Allocation, Valuation, Mutual Funds, Human Behavior, Social Intelligence, Investment Banking, Investment Advisory, Investment Management, Deal Sourcing, Deal Execution, Deal Creation, Deal Development, Deal Structures, Deal Shaping, Deal Screening, Non-verbal Communication, Neuroeconomics, Monetization, Biochemistry, Brain Research, Brain Training, Neurology, Neuroscience, Neuropsychology, Cognitive Neuroscience, Neurophysiology, Multidisciplinary Design, Due Diligence, Operational Due..., Management Due Diligence
Education
North Central University 1994 — 1999
Bachelor of Arts (B.A.)
Cassandra Brubaker Cassandra Brubaker's Raymond James Financial Inc. Experience February 2013 - August 2013
Job Stewardship & Alumni Relations Coordinator at University of Oklahoma
Industry Writing and Editing
Experience
University of Oklahoma September 2014 - Present
Northeastern State University August 2013 - August 2014
Raymond James Financial Inc. February 2013 - August 2013
Community Care College September 2012 - February 2013
C3/CustomerContactChannels, Inc. September 2011 - September 2012
Northeastern State University January 2012 - May 2012
University of Oklahoma August 2010 - August 2011
University of Oklahoma August 2009 - May 2011
University of Oklahoma- ROUTES January 2010 - May 2010
Dollar Thrifty Automotive Group May 2006 - August 2009
Skills
Editing, Public Speaking, Advertising, Microsoft Office, Newspapers, Time Management, Social Media, Press Releases, Blogging, Social Networking, AP Style, Facebook, Public Relations, Photography, Management, Customer Service, Entertainment Journalism, Editorial, Broadcast, News Writing, Broadcast Journalism, Breaking News, Social Media Marketing, Media Relations, Teaching, Marketing, Final Cut Pro, Copy Editing, Newspaper, Creative Writing, Newsletters, Higher Education, Acting, Writing, news, break, c, mar, Presentations, Proofreading, Promotions, Marketing Communications
Education
University of Oklahoma 2009 — 2011
M.A., Journalism and Mass Communication
Northeastern State University 2005 — 2009
B.A., mass communication, emphasis in Broadcast Journalism
University of Oklahoma September 2014 - Present
Northeastern State University August 2013 - August 2014
Raymond James Financial Inc. February 2013 - August 2013
Community Care College September 2012 - February 2013
C3/CustomerContactChannels, Inc. September 2011 - September 2012
Northeastern State University January 2012 - May 2012
University of Oklahoma August 2010 - August 2011
University of Oklahoma August 2009 - May 2011
University of Oklahoma- ROUTES January 2010 - May 2010
Dollar Thrifty Automotive Group May 2006 - August 2009
Skills
Editing, Public Speaking, Advertising, Microsoft Office, Newspapers, Time Management, Social Media, Press Releases, Blogging, Social Networking, AP Style, Facebook, Public Relations, Photography, Management, Customer Service, Entertainment Journalism, Editorial, Broadcast, News Writing, Broadcast Journalism, Breaking News, Social Media Marketing, Media Relations, Teaching, Marketing, Final Cut Pro, Copy Editing, Newspaper, Creative Writing, Newsletters, Higher Education, Acting, Writing, news, break, c, mar, Presentations, Proofreading, Promotions, Marketing Communications
Education
University of Oklahoma 2009 — 2011
M.A., Journalism and Mass Communication
Northeastern State University 2005 — 2009
B.A., mass communication, emphasis in Broadcast Journalism
Sonia Ayala's Raymond James Financial Inc. Experience April 2012 - June 2013
Job Sr. Buyer at Yazaki North & Central America
Industry Automotive
Experience
Yazaki North & Central America March 2015 - Present
Sumitomo Electric Wiring Systems September 2013 - February 2015
Raymond James Financial Inc. April 2012 - June 2013
Otford Tool & Gauge January 1999 - March 2004
Benson Institue April 1995 - June 1997
Lear Corporation September 1991 - December 1994
Skills
Bilingual-Spanish, Customer Relations, Purchasing, Problem Solving, Budgeting, Automotive, Microsoft Office, Customer Service, Accounting, Spanish, Negotiation, Analysis, English, Excel, Research, Team Building, Microsoft Excel, Budgets, Process Improvement, Quality Assurance, Program Management, Outlook, Strategic Planning, Training, PowerPoint, Forecasting, Team Leadership, Financial Analysis, Six Sigma, Leadership, Management, Customer Satisfaction, Teamwork, Microsoft Word, Data Analysis, Investments, Accounts Payable, Event Planning, Financial Reporting, Public Speaking, Windows, Project Management, Recruiting, Contract Negotiation, Sales, Coaching, Payroll, Account Management, Procurement, Marketing
Education
Walsh College of Accountancy and Business Administration 2009 — 2011
BA, Finance
Oakland Community College 2007 — 2009
Associate's Degree, Business Administration
Yazaki North & Central America March 2015 - Present
Sumitomo Electric Wiring Systems September 2013 - February 2015
Raymond James Financial Inc. April 2012 - June 2013
Otford Tool & Gauge January 1999 - March 2004
Benson Institue April 1995 - June 1997
Lear Corporation September 1991 - December 1994
Skills
Bilingual-Spanish, Customer Relations, Purchasing, Problem Solving, Budgeting, Automotive, Microsoft Office, Customer Service, Accounting, Spanish, Negotiation, Analysis, English, Excel, Research, Team Building, Microsoft Excel, Budgets, Process Improvement, Quality Assurance, Program Management, Outlook, Strategic Planning, Training, PowerPoint, Forecasting, Team Leadership, Financial Analysis, Six Sigma, Leadership, Management, Customer Satisfaction, Teamwork, Microsoft Word, Data Analysis, Investments, Accounts Payable, Event Planning, Financial Reporting, Public Speaking, Windows, Project Management, Recruiting, Contract Negotiation, Sales, Coaching, Payroll, Account Management, Procurement, Marketing
Education
Walsh College of Accountancy and Business Administration 2009 — 2011
BA, Finance
Oakland Community College 2007 — 2009
Associate's Degree, Business Administration
Jami McCree's Raymond James Financial Inc. Experience October 2014 - September 2015
Job Compliance Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Raymond James Financial Inc. October 2014 - September 2015
Merrill Lynch June 2011 - October 2014
Memorial Health Care System January 2011 - April 2011
G4S Secure Solutions (USA) Inc. January 2010 - May 2010
Skills
Strategic Planning, Microsoft Excel, Marketing, Financial Analysis, PowerPoint, Customer Service, Process Improvement, Access, Budgets, Outlook, Microsoft Word, Market Research, Financial Modeling, Strategic Financial..., Analysis, Series 7, Accounting, Leadership, New Business Development, Public Speaking, Finance, Event Planning, Management
Education
Nova Southeastern University 2010 — 2011
MBA, Business Administration
Stetson University 2006 — 2009
Business Administration, Business & Business Law
Merrill Lynch September 2015 - Present
Raymond James Financial Inc. October 2014 - September 2015
Merrill Lynch June 2011 - October 2014
Memorial Health Care System January 2011 - April 2011
G4S Secure Solutions (USA) Inc. January 2010 - May 2010
Skills
Strategic Planning, Microsoft Excel, Marketing, Financial Analysis, PowerPoint, Customer Service, Process Improvement, Access, Budgets, Outlook, Microsoft Word, Market Research, Financial Modeling, Strategic Financial..., Analysis, Series 7, Accounting, Leadership, New Business Development, Public Speaking, Finance, Event Planning, Management
Education
Nova Southeastern University 2010 — 2011
MBA, Business Administration
Stetson University 2006 — 2009
Business Administration, Business & Business Law
Les Howard Les Howard's Raymond James Financial Inc. Experience October 1999 - October 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Wells Fargo Advisors August 2010 - August 2012
Wachovia Securities, LLC January 2008 - August 2010
AG Edwards and Sons, Inc October 2005 - January 2008
Raymond James Financial Inc. October 1999 - October 2005
Education
Northern State University 1987 — 1989
Bachelor's degree, Economics/Business Finance
South Dakota State University 1973 — 1975
Associate's degree, Agriculture, General
Ameriprise Financial Services, Inc. September 2012 - Present
Wells Fargo Advisors August 2010 - August 2012
Wachovia Securities, LLC January 2008 - August 2010
AG Edwards and Sons, Inc October 2005 - January 2008
Raymond James Financial Inc. October 1999 - October 2005
Education
Northern State University 1987 — 1989
Bachelor's degree, Economics/Business Finance
South Dakota State University 1973 — 1975
Associate's degree, Agriculture, General
Judd Clarke Judd Clarke's Raymond James Financial Inc. Experience November 2011 - December 2011
Job IT Infrastructure Engineer at Q88 LLC
Industry Maritime
Experience
Q88 LLC October 2014 - Present
Nationwide Insurance June 2014 - September 2014
Transamerica Retirement Solutions April 2012 - June 2014
SIX Financial Information January 2012 - March 2012
Raymond James Financial Inc. November 2011 - December 2011
UBS Investment Bank July 2009 - November 2011
SAP October 2008 - July 2009
UBS Investment Bank November 1997 - September 2008
Perot Systems Government Services 1997 - 2006
Skills
SCCM, SharePoint, IIS, Windows 7, VMware, Management, IT Management, Networking, Infrastructure, ITIL, Servers, Disaster Recovery, Data Center, Virtualization, Analysis, XP, Information Technology, IT Operations, IT Service Management, Active Directory, Enterprise Architecture, Microsoft Exchange, Microsoft SQL Server, System Deployment, Security, Citrix, VMware ESX, Project Planning, VBScript, Microsoft Technologies, Windows Server, Vendor Management, Technical Support
Education
Norwalk Community College 2008 — 2010
Associates, Engineering/General
Q88 LLC October 2014 - Present
Nationwide Insurance June 2014 - September 2014
Transamerica Retirement Solutions April 2012 - June 2014
SIX Financial Information January 2012 - March 2012
Raymond James Financial Inc. November 2011 - December 2011
UBS Investment Bank July 2009 - November 2011
SAP October 2008 - July 2009
UBS Investment Bank November 1997 - September 2008
Perot Systems Government Services 1997 - 2006
Skills
SCCM, SharePoint, IIS, Windows 7, VMware, Management, IT Management, Networking, Infrastructure, ITIL, Servers, Disaster Recovery, Data Center, Virtualization, Analysis, XP, Information Technology, IT Operations, IT Service Management, Active Directory, Enterprise Architecture, Microsoft Exchange, Microsoft SQL Server, System Deployment, Security, Citrix, VMware ESX, Project Planning, VBScript, Microsoft Technologies, Windows Server, Vendor Management, Technical Support
Education
Norwalk Community College 2008 — 2010
Associates, Engineering/General
Edward D. Ariail Edward D. Ariail's Raymond James Financial Inc. Experience April 2012 - Present
Job
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Stanley Smith Barney January 2010 - April 2012
Habersham Bank July 1984 - October 2009
Piedmont College 1982 - 1988
First National Bank of Gainesville 1982 - 1984
Skills
Commercial Lending, Financial Analysis, Banking, Finance, Portfolio Management, Loans, Mortgage Lending, Wealth Management, Credit, Investments, Credit Analysis, Retirement Planning, Series 7, Commercial Banking, Securities, Strategic Financial..., Underwriting, Investment Strategies, Real Estate, Small Business, Sales, Strategic Planning, Business Development, Uniform Combined State..., Sales Management, Asset Management, Insurance, Financial Advisory
Education
University of Georgia - Terry College of Business 1980 — 1982
MBA
Piedmont College 1977 — 1980
BA
Raymond James Financial Inc. April 2012 - Present
Morgan Stanley Smith Barney January 2010 - April 2012
Habersham Bank July 1984 - October 2009
Piedmont College 1982 - 1988
First National Bank of Gainesville 1982 - 1984
Skills
Commercial Lending, Financial Analysis, Banking, Finance, Portfolio Management, Loans, Mortgage Lending, Wealth Management, Credit, Investments, Credit Analysis, Retirement Planning, Series 7, Commercial Banking, Securities, Strategic Financial..., Underwriting, Investment Strategies, Real Estate, Small Business, Sales, Strategic Planning, Business Development, Uniform Combined State..., Sales Management, Asset Management, Insurance, Financial Advisory
Education
University of Georgia - Terry College of Business 1980 — 1982
MBA
Piedmont College 1977 — 1980
BA
Noah Jacobson CFP® Noah Jacobson CFP®'s Raymond James Financial Inc. Experience May 2008 - September 2009
Job Principal at Jacobson & Breen Wealth Management, LLC
Industry Financial Services
Experience
Jacobson & Breen Wealth Management, LLC 2009 - Present
Raymond James Financial Inc. May 2008 - September 2009
Edward Jones January 2008 - May 2008
Skills
Retirement Planning, Retirement, Wealth Management, Investments, Estate Planning, Securities, IRAs, Investment Strategies, Financial Advisory, Wealth, Strategic Financial..., Asset Management, Financial Services, 401k, Financial Planners, Financial Planning, ERISA, IRA's, Long Term Care, Insurance Planning, Profit Sharing, Retirement Income...
Education
Northern Arizona University 1993 — 1997
B.S., Business
Jacobson & Breen Wealth Management, LLC 2009 - Present
Raymond James Financial Inc. May 2008 - September 2009
Edward Jones January 2008 - May 2008
Skills
Retirement Planning, Retirement, Wealth Management, Investments, Estate Planning, Securities, IRAs, Investment Strategies, Financial Advisory, Wealth, Strategic Financial..., Asset Management, Financial Services, 401k, Financial Planners, Financial Planning, ERISA, IRA's, Long Term Care, Insurance Planning, Profit Sharing, Retirement Income...
Education
Northern Arizona University 1993 — 1997
B.S., Business
Gregory Bernotas Gregory Bernotas's Raymond James Financial Inc. Experience 2004 - 2005
Job Programmer/Analyst at Geographic Solutions, Inc.
Industry Information Technology and Services
Experience
Geographic Solutions, Inc. July 2015 - Present
ProScript January 2015 - June 2015
Opal Business Solutions August 2012 - September 2014
Self Employed August 2008 - August 2012
Accenture Technology Solutions 2007 - 2008
Johnson Controls - Enviromental Technolgies 2007 - 2007
Integrated Dealer Systems 2006 - 2006
Raymond James Financial Inc. 2004 - 2005
Pegasus TransTech 2000 - 2002
Goodrich 1998 - 2000
Skills
Testing, Documentation, User Interface Design, SQL, Software Development, Databases, Database Design, Visual C#, Visual Basic, Visual Studio, Software Documentation, C#, ASP.NET, Oracle, CSS, Microsoft SQL Server, .NET
Education
St. Petersburg College 2001 — 2005
A.S., COMPUTER PROGRAMMING AND ANALYSIS
St. Petersburg College 2001 — 2003
Certification, WINDOWS PROGRAMMING
Pinellas Technical Education Center-Clearwater 1991 — 1994
Engineering Technician, CAD/CADD Drafting and/or Design Technology/Technician
Geographic Solutions, Inc. July 2015 - Present
ProScript January 2015 - June 2015
Opal Business Solutions August 2012 - September 2014
Self Employed August 2008 - August 2012
Accenture Technology Solutions 2007 - 2008
Johnson Controls - Enviromental Technolgies 2007 - 2007
Integrated Dealer Systems 2006 - 2006
Raymond James Financial Inc. 2004 - 2005
Pegasus TransTech 2000 - 2002
Goodrich 1998 - 2000
Skills
Testing, Documentation, User Interface Design, SQL, Software Development, Databases, Database Design, Visual C#, Visual Basic, Visual Studio, Software Documentation, C#, ASP.NET, Oracle, CSS, Microsoft SQL Server, .NET
Education
St. Petersburg College 2001 — 2005
A.S., COMPUTER PROGRAMMING AND ANALYSIS
St. Petersburg College 2001 — 2003
Certification, WINDOWS PROGRAMMING
Pinellas Technical Education Center-Clearwater 1991 — 1994
Engineering Technician, CAD/CADD Drafting and/or Design Technology/Technician
Gary J. Curry, AAMS® Gary J. Curry, AAMS®'s Raymond James Financial Inc. Experience September 2014 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
SBNC Family Office September 2012 - September 2014
Northern Trust and Wells Fargo June 2007 - September 2012
Bank of America May 2000 - June 2007
BB&T December 1996 - May 2000
Skills
Investments, Finance, Financial Analysis, Due Diligence, Credit, Portfolio Management, Commercial Lending, Private Equity, Securities, Wealth Management, Loans, Strategic Financial..., Asset Management, Mutual Funds, Financial Advisory, Investment Advisory, Private Banking, Mergers & Acquisitions, Series 7, Real Estate, Alternative Investments, Asset Allocation, Banking, Fixed Income, Budgets, Management, Capital Markets, Investment Strategies, Wealth Management..., Venture Capital, Valuation, Corporate Finance, Financial Modeling, Equities, Risk Management, Commercial Banking, Credit Analysis, Hedge Funds, Investment Management, Financial Services, Investment Banking, Mortgage Lending, Investments, Wealth...
Education
Nova Southeastern University
Master's degree, Accounting
North Carolina A&T State University
Bachelor of Science, Economics
Raymond James Financial Inc. September 2014 - Present
SBNC Family Office September 2012 - September 2014
Northern Trust and Wells Fargo June 2007 - September 2012
Bank of America May 2000 - June 2007
BB&T December 1996 - May 2000
Skills
Investments, Finance, Financial Analysis, Due Diligence, Credit, Portfolio Management, Commercial Lending, Private Equity, Securities, Wealth Management, Loans, Strategic Financial..., Asset Management, Mutual Funds, Financial Advisory, Investment Advisory, Private Banking, Mergers & Acquisitions, Series 7, Real Estate, Alternative Investments, Asset Allocation, Banking, Fixed Income, Budgets, Management, Capital Markets, Investment Strategies, Wealth Management..., Venture Capital, Valuation, Corporate Finance, Financial Modeling, Equities, Risk Management, Commercial Banking, Credit Analysis, Hedge Funds, Investment Management, Financial Services, Investment Banking, Mortgage Lending, Investments, Wealth...
Education
Nova Southeastern University
Master's degree, Accounting
North Carolina A&T State University
Bachelor of Science, Economics
Victoria LeBlanc's Raymond James Financial Inc. Experience December 2013 - September 2014
Job Sales Assistant at Provenance Wealth Advisors
Industry Financial Services
Experience
Provenance Wealth Advisors September 2014 - Present
Raymond James Financial Inc. December 2013 - September 2014
University of South Alabama Athletics January 2013 - May 2014
Bayside Academy May 2010 - July 2013
Bayside Academy May 2010 - July 2013
Nova Southeastern University December 2011 - December 2012
Skills
Fundraising, Customer Service, Client Development, Manage Client..., Office Administration, Hospitality, Coordinating Events, Event Planning, Coaching, Management, Training, Event Management, Outlook, Public Speaking, PowerPoint, Microsoft Office, Research, Events Coordination
Education
University of South Alabama 2013 — 2014
Bachelor of Science (B.S.), 3.7 GPA
Nova Southeastern University 2011 — 2013
Provenance Wealth Advisors September 2014 - Present
Raymond James Financial Inc. December 2013 - September 2014
University of South Alabama Athletics January 2013 - May 2014
Bayside Academy May 2010 - July 2013
Bayside Academy May 2010 - July 2013
Nova Southeastern University December 2011 - December 2012
Skills
Fundraising, Customer Service, Client Development, Manage Client..., Office Administration, Hospitality, Coordinating Events, Event Planning, Coaching, Management, Training, Event Management, Outlook, Public Speaking, PowerPoint, Microsoft Office, Research, Events Coordination
Education
University of South Alabama 2013 — 2014
Bachelor of Science (B.S.), 3.7 GPA
Nova Southeastern University 2011 — 2013
Miranda Chapman Miranda Chapman's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Sales and Marketing Analyst at Eagle Asset Management
Industry Marketing and Advertising
Experience
Eagle Asset Management September 2014 - Present
Raymond James Financial Inc. May 2014 - August 2014
American Marketing Association January 2014 - May 2014
American Marketing Association May 2013 - December 2013
Forever 21 May 2013 - August 2013
University of South Florida Formula SAE Racing Team January 2013 - April 2013
American Marketing Association June 2012 - December 2012
Bubba Gump Shrimp Co. March 2011 - July 2011
Forever 21 February 2011 - May 2011
Forever 21 October 2010 - February 2011
Skills
Marketing, Leadership, Microsoft CRM, SQL, Social Networking, Customer Service, SSRS, Event Management, Release Management, Marketing Research, Market Research, Marketing Strategy, Event Planning, Social Media Marketing, Social Media, Sales, Advertising, Facebook, PowerPoint, Microsoft Office, Public Relations, Public Speaking, Online Marketing, Time Management, Blogging, Retail, Marketing Management, Fashion, Marketing Communications, Email Marketing, Merchandising, Twitter
Education
University of South Florida 2011 — 2014
Bachelor of Science (B.S.), Marketing
Northwest Florida State College 2010 — 2011
Associate of Arts (AA), General Studies
Eagle Asset Management September 2014 - Present
Raymond James Financial Inc. May 2014 - August 2014
American Marketing Association January 2014 - May 2014
American Marketing Association May 2013 - December 2013
Forever 21 May 2013 - August 2013
University of South Florida Formula SAE Racing Team January 2013 - April 2013
American Marketing Association June 2012 - December 2012
Bubba Gump Shrimp Co. March 2011 - July 2011
Forever 21 February 2011 - May 2011
Forever 21 October 2010 - February 2011
Skills
Marketing, Leadership, Microsoft CRM, SQL, Social Networking, Customer Service, SSRS, Event Management, Release Management, Marketing Research, Market Research, Marketing Strategy, Event Planning, Social Media Marketing, Social Media, Sales, Advertising, Facebook, PowerPoint, Microsoft Office, Public Relations, Public Speaking, Online Marketing, Time Management, Blogging, Retail, Marketing Management, Fashion, Marketing Communications, Email Marketing, Merchandising, Twitter
Education
University of South Florida 2011 — 2014
Bachelor of Science (B.S.), Marketing
Northwest Florida State College 2010 — 2011
Associate of Arts (AA), General Studies
Peter Lerario Peter Lerario's Raymond James Financial Inc. Experience May 2014 - August 2014
Job Incoming Audit Intern at McGladrey
Industry Accounting
Experience
Chartwell Golf & Country Club February 2010 - Present
Raymond James Financial Inc. May 2014 - August 2014
Greater Severna Park Chamber of Commerce June 2011 - January 2012
Skills
Event Planning, Event Management, Microsoft Office, Public Speaking, Microsoft Excel, Strategic Planning, Lean Six Sigma, Corporate Social...
Education
Penn State University 2012 — 2016
Bachelor's degree, Accounting
Chartwell Golf & Country Club February 2010 - Present
Raymond James Financial Inc. May 2014 - August 2014
Greater Severna Park Chamber of Commerce June 2011 - January 2012
Skills
Event Planning, Event Management, Microsoft Office, Public Speaking, Microsoft Excel, Strategic Planning, Lean Six Sigma, Corporate Social...
Education
Penn State University 2012 — 2016
Bachelor's degree, Accounting
Dennis Lulay Dennis Lulay's Raymond James Financial Inc. Experience October 1989 - Present
Job Registered Principal / Owner at Lulay Financial, LLC
Industry Financial Services
Experience
Raymond James Financial Inc. October 1989 - Present
Lulay Financial, LLC December 1984 - Present
SunAmerica August 1986 - October 1989
IDS Financial Services December 1984 - July 1986
Education
Oregon State University 1978 — 1982
Bachelor of Science (B.Sc.), Geology/Earth Science, General
Western Oregon University 1977 — 1978
Science
Raymond James Financial Inc. October 1989 - Present
Lulay Financial, LLC December 1984 - Present
SunAmerica August 1986 - October 1989
IDS Financial Services December 1984 - July 1986
Education
Oregon State University 1978 — 1982
Bachelor of Science (B.Sc.), Geology/Earth Science, General
Western Oregon University 1977 — 1978
Science
Terri Andrews Terri Andrews's Raymond James Financial Inc. Experience 2006 - 2013
Job User Support Specialist at Honigman Miller Schwartz and Cohn LLP
Industry Law Practice
Experience
Honigman Miller Schwartz and Cohn LLP August 2013 - Present
Raymond James Financial Inc. 2006 - 2013
Blue Cross and Blue Shield of Michigan 1999 - 2004
Detroit Medical Center 1995 - 1999
Skills
Software Installation, Hardware, System Deployment, Laptops, Workstations, Desktop Computers, Active Directory, Windows 7, Technical Support, Visio, Windows Server, Citrix, Software Documentation, Servers, Help Desk Support, System Administration, Troubleshooting, SharePoint, Networking, Management, ITIL, IT Management, Microsoft Office, Customer Service
Education
University of Phoenix-Online 2006 — 2008
Master of Business Administration (M.B.A.), Information Technology, 2.6
Northwood University 1996 — 1998
Bachelor of Business Administration (BBA), Information Technology
Honigman Miller Schwartz and Cohn LLP August 2013 - Present
Raymond James Financial Inc. 2006 - 2013
Blue Cross and Blue Shield of Michigan 1999 - 2004
Detroit Medical Center 1995 - 1999
Skills
Software Installation, Hardware, System Deployment, Laptops, Workstations, Desktop Computers, Active Directory, Windows 7, Technical Support, Visio, Windows Server, Citrix, Software Documentation, Servers, Help Desk Support, System Administration, Troubleshooting, SharePoint, Networking, Management, ITIL, IT Management, Microsoft Office, Customer Service
Education
University of Phoenix-Online 2006 — 2008
Master of Business Administration (M.B.A.), Information Technology, 2.6
Northwood University 1996 — 1998
Bachelor of Business Administration (BBA), Information Technology
William Vargas, CISSP, CISM, ITIL William Vargas, CISSP, CISM, ITIL's Raymond James Financial Inc. Experience January 2015 - Present
Job Information Security Program Manager at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. January 2015 - Present
RSA, The Security Division of EMC May 2014 - December 2014
CBTS (GE Corporate Services) – Corporate, GE Capital, Oil & Gas, Power & Water, and Aviation March 2013 - May 2014
Lockheed Martin Corporation May 2009 - November 2012
SAIC November 2008 - May 2009
Lockheed Martin, Enterprise Business Services, Systems Design & Integration June 2007 - November 2008
Lockheed Martin (Information Systems & Global Services) October 2004 - 2007
Northrop Grumman (Information Technology) April 2003 - September 2004
United States Air Force February 1983 - April 2003
Skills
Integration, Computer Security, Information Assurance, Systems Engineering, Cyber Security, DoD, Security, Security Clearance, Program Management, Information Security, Risk Management, System Architecture, Disaster Recovery, Requirements Analysis, Information Security..., Network Security, PMP, Active Directory, Firewalls, Military, PKI, Vulnerability Assessment, Configuration Management, Identity Management, Cisco Technologies, CISSP, Servers, VPN, Information Technology, Unix
Education
Saint Leo University (MBA/ISM) 2011 — 2016
Master of Business Administration (MBA), Business Administration with a concentration in Information Security Management
Saint Leo University (BS/CIS) 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences, General
Northwest Florida State College
Associate of Arts and Sciences (AAS), Industrial Management Technology
CCAF (Community College of the Air Force)
Computer Information Systems Technology
East High School
East High School
Raymond James Financial Inc. January 2015 - Present
RSA, The Security Division of EMC May 2014 - December 2014
CBTS (GE Corporate Services) – Corporate, GE Capital, Oil & Gas, Power & Water, and Aviation March 2013 - May 2014
Lockheed Martin Corporation May 2009 - November 2012
SAIC November 2008 - May 2009
Lockheed Martin, Enterprise Business Services, Systems Design & Integration June 2007 - November 2008
Lockheed Martin (Information Systems & Global Services) October 2004 - 2007
Northrop Grumman (Information Technology) April 2003 - September 2004
United States Air Force February 1983 - April 2003
Skills
Integration, Computer Security, Information Assurance, Systems Engineering, Cyber Security, DoD, Security, Security Clearance, Program Management, Information Security, Risk Management, System Architecture, Disaster Recovery, Requirements Analysis, Information Security..., Network Security, PMP, Active Directory, Firewalls, Military, PKI, Vulnerability Assessment, Configuration Management, Identity Management, Cisco Technologies, CISSP, Servers, VPN, Information Technology, Unix
Education
Saint Leo University (MBA/ISM) 2011 — 2016
Master of Business Administration (MBA), Business Administration with a concentration in Information Security Management
Saint Leo University (BS/CIS) 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences, General
Northwest Florida State College
Associate of Arts and Sciences (AAS), Industrial Management Technology
CCAF (Community College of the Air Force)
Computer Information Systems Technology
East High School
East High School
Jake Winicki Jake Winicki's Raymond James Financial Inc. Experience June 2012 - August 2012
Job Quoting and Pricing Specialist
Industry Electrical/Electronic Manufacturing
Experience
Byrne Electrical Specialists, Inc. October 2014 - Present
Raymond James Financial Inc. June 2012 - August 2012
Fabiano Brothers April 2011 - August 2011
Skills
Works well with a team, Financial Analysis, Financial Advisory, Dedication to work, Microsoft Office, Leadership, Microsoft Excel
Education
Northwood University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Byrne Electrical Specialists, Inc. October 2014 - Present
Raymond James Financial Inc. June 2012 - August 2012
Fabiano Brothers April 2011 - August 2011
Skills
Works well with a team, Financial Analysis, Financial Advisory, Dedication to work, Microsoft Office, Leadership, Microsoft Excel
Education
Northwood University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Nicole Sison's Raymond James Financial Inc. Experience 1995 - March 2005
Job Account Manager at Empire Office
Industry Furniture
Experience
Empire Office (Tampa) November 2014 - Present
Empire Office (Tampa, formerly Storr Office Environments) December 2012 - November 2014
Storr Office Environments August 2007 - December 2012
Raymond James Financial Inc. 1995 - March 2005
Skills
AutoCAD, CET Designer, Space planning, Furniture specification, Designers, Interior Design, Furniture, Design Research, Rendering, Space Planning, Furnishings, Submittals, Account Management, FF&E
Education
Nova Southeastern University 2009 — 2012
Master's degree, Counseling, Applied Behavior Analysis
University of New Orleans 1990 — 1994
Bachelor of Arts (BA), Mathematics
Empire Office (Tampa) November 2014 - Present
Empire Office (Tampa, formerly Storr Office Environments) December 2012 - November 2014
Storr Office Environments August 2007 - December 2012
Raymond James Financial Inc. 1995 - March 2005
Skills
AutoCAD, CET Designer, Space planning, Furniture specification, Designers, Interior Design, Furniture, Design Research, Rendering, Space Planning, Furnishings, Submittals, Account Management, FF&E
Education
Nova Southeastern University 2009 — 2012
Master's degree, Counseling, Applied Behavior Analysis
University of New Orleans 1990 — 1994
Bachelor of Arts (BA), Mathematics
Pamela Yarrow's Raymond James Financial Inc. Experience February 1992 - July 1995
Job Business Professional
Industry Insurance
Experience
Nationwide Insurance August 2005 - April 2013
Bank One - First Data Corporation July 1996 - March 2004
Raymond James Financial Inc. February 1992 - July 1995
Raymond James Financial Inc. February 1989 - February 1992
Raymond James Financial Inc. June 1986 - February 1989
Skills
Microsoft Office, Technical Knowledge, Employee Management, Analysis and Reporting, Training, Presentation Packasges, Technical Writing, Lotus Notes, CA Clarity, Project Portfolio..., Process Improvement, Vendor Management, Customer Relations, Performance Management, Testing, Business Process
Education
Ohio Dominican University 1996 — 1999
Bachelor of Arts (BA), Social Sciences
Nationwide Insurance August 2005 - April 2013
Bank One - First Data Corporation July 1996 - March 2004
Raymond James Financial Inc. February 1992 - July 1995
Raymond James Financial Inc. February 1989 - February 1992
Raymond James Financial Inc. June 1986 - February 1989
Skills
Microsoft Office, Technical Knowledge, Employee Management, Analysis and Reporting, Training, Presentation Packasges, Technical Writing, Lotus Notes, CA Clarity, Project Portfolio..., Process Improvement, Vendor Management, Customer Relations, Performance Management, Testing, Business Process
Education
Ohio Dominican University 1996 — 1999
Bachelor of Arts (BA), Social Sciences
Shantaviae Wynn Shantaviae Wynn's Raymond James Financial Inc. Experience June 2011 - September 2011
Job ITLDP Associate Analyst at Johnson & Johnson
Industry Information Technology and Services
Experience
Johnson & Johnson June 2014 - Present
Northwestern University October 2010 - May 2014
Johnson & Johnson June 2013 - August 2013
Northwestern Chapter of NSBE April 2012 - March 2013
GE Healthcare June 2012 - August 2012
Raymond James Financial Inc. June 2011 - September 2011
Skills
Windows Operating..., C++, Java, Project Management, C#, Matlab, Microsoft Excel, HTML, Windows, SQL, Microsoft Office, Linux, JavaScript, Programming, C
Education
Northwestern University 2010 — 2014
Bachelor of Science (BS), Computer Engineering, 3.29
Johnson & Johnson June 2014 - Present
Northwestern University October 2010 - May 2014
Johnson & Johnson June 2013 - August 2013
Northwestern Chapter of NSBE April 2012 - March 2013
GE Healthcare June 2012 - August 2012
Raymond James Financial Inc. June 2011 - September 2011
Skills
Windows Operating..., C++, Java, Project Management, C#, Matlab, Microsoft Excel, HTML, Windows, SQL, Microsoft Office, Linux, JavaScript, Programming, C
Education
Northwestern University 2010 — 2014
Bachelor of Science (BS), Computer Engineering, 3.29
David Olnick David Olnick's Raymond James Financial Inc. Experience April 2012 - Present
Job Investment Executive, Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
U.S. Bancorp Private Client Reserve Group June 2009 - April 2012
Mellon 1st Business Bank/BNY Mellon August 1992 - April 2009
Union Bank of California August 1983 - February 1992
Skills
Investments, Financial Risk, Mutual Funds, Management, Bond Markets, Municipal Bonds, Money Market, Wealth Management, Banking, Interest Rate..., Customer Retention, Trusted Advisor, Fixed Income, Securities, Bonds, Financial Services
Education
University of Southern California 1976 — 1979
International Economics and International Affairs
Pasadena City College 1972 — 1975
General Education
The American School of Kinshasa 1969 — 1970
HS Diploma, General
British School of Teresopolis 1963 — 1965
Raymond James Financial Inc. April 2012 - Present
U.S. Bancorp Private Client Reserve Group June 2009 - April 2012
Mellon 1st Business Bank/BNY Mellon August 1992 - April 2009
Union Bank of California August 1983 - February 1992
Skills
Investments, Financial Risk, Mutual Funds, Management, Bond Markets, Municipal Bonds, Money Market, Wealth Management, Banking, Interest Rate..., Customer Retention, Trusted Advisor, Fixed Income, Securities, Bonds, Financial Services
Education
University of Southern California 1976 — 1979
International Economics and International Affairs
Pasadena City College 1972 — 1975
General Education
The American School of Kinshasa 1969 — 1970
HS Diploma, General
British School of Teresopolis 1963 — 1965
Joseph Pellegrini, WMS Joseph Pellegrini, WMS's Raymond James Financial Inc. Experience June 2012 - November 2012
Job Vice PresidentBusiness Development, Southeast Division at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services November 2012 - Present
Raymond James Financial Inc. June 2012 - November 2012
Raymond James Financial February 2008 - June 2012
Ameriprise Financial Advisors 2001 - 2007
Ameriprise Financial 2001 - 2007
United Airlines 1999 - 2001
Skills
Financial Planning, Asset Allocation, Asset Management, Cold Calling, Recruiting, Client Acquisition, Client Service, Client Relationship..., Sales Management, Seminar Presentations, Seminar Speaker, New Business Development, Investment Strategies, Insurance Planning, Estate Planning, Series 7, series 66, Asset Managment, Strategic Financial..., Financial Services, Uniform Combined State..., Business Development, CRM, Client Services, Finance, Financial Advisory, Insurance, Financial Planners, Public Speaking, Sales, Securities, Wealth Management, Retirement Planning, Mutual Funds, Customer Acquisition
Education
Nova Southeastern University 2007 — 2010
Business Management
St. Petersburg College 1998 — 1999
Plymouth State University 1996 — 1997
Raymond James Financial Services November 2012 - Present
Raymond James Financial Inc. June 2012 - November 2012
Raymond James Financial February 2008 - June 2012
Ameriprise Financial Advisors 2001 - 2007
Ameriprise Financial 2001 - 2007
United Airlines 1999 - 2001
Skills
Financial Planning, Asset Allocation, Asset Management, Cold Calling, Recruiting, Client Acquisition, Client Service, Client Relationship..., Sales Management, Seminar Presentations, Seminar Speaker, New Business Development, Investment Strategies, Insurance Planning, Estate Planning, Series 7, series 66, Asset Managment, Strategic Financial..., Financial Services, Uniform Combined State..., Business Development, CRM, Client Services, Finance, Financial Advisory, Insurance, Financial Planners, Public Speaking, Sales, Securities, Wealth Management, Retirement Planning, Mutual Funds, Customer Acquisition
Education
Nova Southeastern University 2007 — 2010
Business Management
St. Petersburg College 1998 — 1999
Plymouth State University 1996 — 1997
Abigail Tremblay Abigail Tremblay's Raymond James Financial Inc. Experience July 2013 - August 2013
Job Sales and administrative support
Industry Luxury Goods & Jewelry
Experience
Capelli Giochi July 2015 - Present
Cynosure, Inc. August 2014 - July 2015
Oxford Immunotec January 2014 - July 2014
Raymond James Financial Inc. July 2013 - August 2013
New England Clean Energy November 2012 - June 2013
QinetiQ North America (Technology Solutions Group) December 2009 - December 2010
Northeastern University Work Study September 2009 - December 2009
QinetiQ North America (Technology Solutions Group) January 2009 - August 2009
MacNeill Engineering Worldwide June 2007 - August 2007
Skills
Accounts Payable, Account Reconciliation, Accounting, QuickBooks, Process Improvement, General Ledger, Analysis, Invoicing, Microsoft Excel, Internal Audit, Budgets, Finance, Microsoft Word, Financial Statements, Salesforce.com, Big Contacts, Research, PowerPoint, Forecasting, Auditing, Sarbanes-Oxley Act, Payroll, ADP Payroll, Financial Reporting, Costpoint, Customer Service, Financial Analysis, French, Organizational..., Data Analysis, Management, Microsoft Office, Sales, Accounts Receivable
Education
Northeastern University 2007 — 2013
BSBA
Marian High School 2004 — 2007
High School Diploma, National Honor Society
Capelli Giochi July 2015 - Present
Cynosure, Inc. August 2014 - July 2015
Oxford Immunotec January 2014 - July 2014
Raymond James Financial Inc. July 2013 - August 2013
New England Clean Energy November 2012 - June 2013
QinetiQ North America (Technology Solutions Group) December 2009 - December 2010
Northeastern University Work Study September 2009 - December 2009
QinetiQ North America (Technology Solutions Group) January 2009 - August 2009
MacNeill Engineering Worldwide June 2007 - August 2007
Skills
Accounts Payable, Account Reconciliation, Accounting, QuickBooks, Process Improvement, General Ledger, Analysis, Invoicing, Microsoft Excel, Internal Audit, Budgets, Finance, Microsoft Word, Financial Statements, Salesforce.com, Big Contacts, Research, PowerPoint, Forecasting, Auditing, Sarbanes-Oxley Act, Payroll, ADP Payroll, Financial Reporting, Costpoint, Customer Service, Financial Analysis, French, Organizational..., Data Analysis, Management, Microsoft Office, Sales, Accounts Receivable
Education
Northeastern University 2007 — 2013
BSBA
Marian High School 2004 — 2007
High School Diploma, National Honor Society
John Nydam John Nydam's Raymond James Financial Inc. Experience March 2009 - April 2011
Job President at Puzzling Problem Solvers
Industry Education Management
Experience
Puzzling Problem Solvers August 2012 - Present
Private Math-Science Tutoring September 2009 - Present
Northeastern Illinois University August 2011 - August 2012
Tutor.com October 2006 - February 2012
Raymond James Financial Inc. March 2009 - April 2011
Merrill Lynch September 2008 - February 2009
Raymond James Financial Inc. February 2007 - May 2008
Sg2 January 2005 - April 2006
Management Insights September 2003 - July 2004
Skills
Tutoring, Data Analysis, Analysis, Microsoft Excel, Public Speaking, Research, Financial Analysis, Market Research, Microsoft Word, Consulting, Business Analysis, Leadership, Marketing, New Business Development, Sales, Finance
Education
Northeastern Illinois University 2011 — 2013
Bachelor of Arts, Mathematics, Secondary Education
Northwestern University 2001 — 2003
Bachelor of Arts, Biology; Concentration: Biochemistry
Puzzling Problem Solvers August 2012 - Present
Private Math-Science Tutoring September 2009 - Present
Northeastern Illinois University August 2011 - August 2012
Tutor.com October 2006 - February 2012
Raymond James Financial Inc. March 2009 - April 2011
Merrill Lynch September 2008 - February 2009
Raymond James Financial Inc. February 2007 - May 2008
Sg2 January 2005 - April 2006
Management Insights September 2003 - July 2004
Skills
Tutoring, Data Analysis, Analysis, Microsoft Excel, Public Speaking, Research, Financial Analysis, Market Research, Microsoft Word, Consulting, Business Analysis, Leadership, Marketing, New Business Development, Sales, Finance
Education
Northeastern Illinois University 2011 — 2013
Bachelor of Arts, Mathematics, Secondary Education
Northwestern University 2001 — 2003
Bachelor of Arts, Biology; Concentration: Biochemistry
Lenard Iglar's Raymond James Financial Inc. Experience 2009 - Present
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2009 - Present
Morgan Stanley Smith Barney 2001 - 2009
United States Army - Ft. McPherson, GA 2002 - 2005
United States Army - Baumholder, Germany 1997 - 2001
United States Army - Fort Benning, GA 1996 - 1997
Skills
Retirement Planning, Portfolio Management, 401k, Estate Planning, Insurance, Educational Consulting, Strategic Planning
Education
Northeastern University 1991 — 1996
BA, Communication Studies
Mt. Olive High School 1986 — 1991
Raymond James Financial Inc. 2009 - Present
Morgan Stanley Smith Barney 2001 - 2009
United States Army - Ft. McPherson, GA 2002 - 2005
United States Army - Baumholder, Germany 1997 - 2001
United States Army - Fort Benning, GA 1996 - 1997
Skills
Retirement Planning, Portfolio Management, 401k, Estate Planning, Insurance, Educational Consulting, Strategic Planning
Education
Northeastern University 1991 — 1996
BA, Communication Studies
Mt. Olive High School 1986 — 1991
Rodion Tseitlin's Raymond James Financial Inc. Experience January 2013 - June 2013
Job Investments
Industry Investment Management
Experience
Hantz Group August 2014 - Present
JPMorgan Chase November 2013 - May 2014
Raymond James Financial Inc. January 2013 - June 2013
Schneiderman & Sherman, PC February 2010 - November 2012
Skills
DCF Valuation, Economic Modeling, Economic Policy, International Finance, Investment Banking, Mortgage Lending, Currency Exchange, Return on Investment..., Bloomberg Terminal, Lotus Notes, Microsoft Office, Monetary Policy, International Trade, Austrian Economics, Eviews, Stata, Capital IQ, Microsoft Excel, Finance, Economics, Valuation, Portfolio Management, Macroeconomics, Analysis, Financial Modeling, Corporate Finance, Investments, Banking, Credit, Forecasting
Education
Walsh College of Accountancy and Business Administration 2010 — 2012
Master of Science (M.Sc.), International Finance
Oakland University 2006 — 2010
Bachelor of Science (B.Sc.), Economics
Hantz Group August 2014 - Present
JPMorgan Chase November 2013 - May 2014
Raymond James Financial Inc. January 2013 - June 2013
Schneiderman & Sherman, PC February 2010 - November 2012
Skills
DCF Valuation, Economic Modeling, Economic Policy, International Finance, Investment Banking, Mortgage Lending, Currency Exchange, Return on Investment..., Bloomberg Terminal, Lotus Notes, Microsoft Office, Monetary Policy, International Trade, Austrian Economics, Eviews, Stata, Capital IQ, Microsoft Excel, Finance, Economics, Valuation, Portfolio Management, Macroeconomics, Analysis, Financial Modeling, Corporate Finance, Investments, Banking, Credit, Forecasting
Education
Walsh College of Accountancy and Business Administration 2010 — 2012
Master of Science (M.Sc.), International Finance
Oakland University 2006 — 2010
Bachelor of Science (B.Sc.), Economics
Christina Devivo Christina Devivo's Raymond James Financial Inc. Experience January 2014 - May 2014
Job Marketing Operations Analyst at Argyle Executive Forum
Industry Market Research
Experience
Argyle Executive Forum August 2014 - Present
Raymond James Financial Inc. January 2014 - May 2014
Grill Smith November 2013 - May 2014
Enterprise Rent-A-Car November 2012 - January 2014
Ruby Tuesday May 2012 - May 2013
American Marketing Association May 2012 - December 2012
Stratton Group June 2012 - August 2012
Skills
Marketing, Social Media, Leadership, Time Management, Public Speaking, Marketing Management, Microsoft Office, PowerPoint, Social Networking, Advertising, Sales, Market Research, Recruiting, Customer Service, Entrepreneurship, Strategic Planning, Leadership Development, Constant Contact, Italian languages, Financial Services, Marketing Automation, CRM Databases, Email Marketing, Salesforce.com, Marketo, Google Analytics, Data Management, Data Mining, Data Analysis
Education
NYU School of Professional Studies 2015 — 2015
Digital Analytics, GPA: 3.95
University of South Florida 2010 — 2014
Bachelor's Degree, International Business and Marketing
Argyle Executive Forum August 2014 - Present
Raymond James Financial Inc. January 2014 - May 2014
Grill Smith November 2013 - May 2014
Enterprise Rent-A-Car November 2012 - January 2014
Ruby Tuesday May 2012 - May 2013
American Marketing Association May 2012 - December 2012
Stratton Group June 2012 - August 2012
Skills
Marketing, Social Media, Leadership, Time Management, Public Speaking, Marketing Management, Microsoft Office, PowerPoint, Social Networking, Advertising, Sales, Market Research, Recruiting, Customer Service, Entrepreneurship, Strategic Planning, Leadership Development, Constant Contact, Italian languages, Financial Services, Marketing Automation, CRM Databases, Email Marketing, Salesforce.com, Marketo, Google Analytics, Data Management, Data Mining, Data Analysis
Education
NYU School of Professional Studies 2015 — 2015
Digital Analytics, GPA: 3.95
University of South Florida 2010 — 2014
Bachelor's Degree, International Business and Marketing
Ted McFadden's Raymond James Financial Inc. Experience 1995 - 2000
Job Vice President at Lincoln Land Services LLC
Industry Commercial Real Estate
Experience
Lincoln Land Services LLC 2014 - Present
BTIG July 2012 - December 2013
Bank of America Merrill Lynch October 2009 - October 2011
J.P. Morgan April 2005 - October 2009
Citi 2003 - 2005
Credit Suisse 2000 - 2003
Raymond James Financial Inc. 1995 - 2000
Skills
Equity Trading, Hedge Funds, Equity Research, Electronic Trading, Bloomberg, Trading Systems, Trading, Equity Derivatives, Capital Markets, Investment Banking, Derivatives, Options, Prime Brokerage, Securities, Financial Markets, Emerging Markets, ETFs, Program Trading, Equity Capital Markets, Bloomberg Terminal, Structured Products, Equities, Fidessa, Proprietary Trading, Commercial Real Estate, Title Insurance
Education
Penn State University 1988 — 1993
Bachelor of Arts (B.A.), Econ
andover
Lincoln Land Services LLC 2014 - Present
BTIG July 2012 - December 2013
Bank of America Merrill Lynch October 2009 - October 2011
J.P. Morgan April 2005 - October 2009
Citi 2003 - 2005
Credit Suisse 2000 - 2003
Raymond James Financial Inc. 1995 - 2000
Skills
Equity Trading, Hedge Funds, Equity Research, Electronic Trading, Bloomberg, Trading Systems, Trading, Equity Derivatives, Capital Markets, Investment Banking, Derivatives, Options, Prime Brokerage, Securities, Financial Markets, Emerging Markets, ETFs, Program Trading, Equity Capital Markets, Bloomberg Terminal, Structured Products, Equities, Fidessa, Proprietary Trading, Commercial Real Estate, Title Insurance
Education
Penn State University 1988 — 1993
Bachelor of Arts (B.A.), Econ
andover
Christopher Musto Christopher Musto's Raymond James Financial Inc. Experience September 2010 - November 2011
Job Financial Specialist at PNC Bank
Industry Financial Services
Experience
PNC Bank May 2014 - Present
. November 2013 - Present
Merrill Lynch 2013 - 2014
UBS November 2011 - November 2013
Raymond James Financial Inc. September 2010 - November 2011
BankAtlantic June 2009 - May 2010
Wells Fargo September 2002 - December 2008
Education
Nova Southeastern University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of South Florida 1995 — 1997
Bachelor of Science (B.S.), Finance, General
Palm Beach Community College 1993 — 1995
Associate of Arts (A.A.), Business Administration and Management, General
Midview High School 1989 — 1993
diploma, Architecture
PNC Bank May 2014 - Present
. November 2013 - Present
Merrill Lynch 2013 - 2014
UBS November 2011 - November 2013
Raymond James Financial Inc. September 2010 - November 2011
BankAtlantic June 2009 - May 2010
Wells Fargo September 2002 - December 2008
Education
Nova Southeastern University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of South Florida 1995 — 1997
Bachelor of Science (B.S.), Finance, General
Palm Beach Community College 1993 — 1995
Associate of Arts (A.A.), Business Administration and Management, General
Midview High School 1989 — 1993
diploma, Architecture
Stacey Lemma, PMP, CSSGB, ITILv3 Stacey Lemma, PMP, CSSGB, ITILv3's Raymond James Financial Inc. Experience May 1991 - August 1995
Job IT Specialist
Industry Information Technology and Services
Experience
U.S. Department of State October 2014 - Present
CACI International Inc July 2012 - October 2014
CACI International Inc January 1998 - July 2012
AMS January 1998 - May 2004
Raymond James Financial Inc. May 1991 - August 1995
Education
Old Dominion University 1990 — 1996
BSBA, International Business
Canajoharie High School 1986 — 1990
Regents Diploma majoring in Math & Science, Business, and French
U.S. Department of State October 2014 - Present
CACI International Inc July 2012 - October 2014
CACI International Inc January 1998 - July 2012
AMS January 1998 - May 2004
Raymond James Financial Inc. May 1991 - August 1995
Education
Old Dominion University 1990 — 1996
BSBA, International Business
Canajoharie High School 1986 — 1990
Regents Diploma majoring in Math & Science, Business, and French
Heather Aguilar's Raymond James Financial Inc. Experience November 2014 - Present
Job Technology Service Representative
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Raymond James Financial Inc. 2009 - October 2014
Raymond James Financial Inc. 2006 - 2009
Raymond James Financial Inc. December 2000 - 2006
Skills
Process Improvement, Business Analysis, SharePoint, Project Management, Software Documentation, Troubleshooting, Team Leadership, Business Process, Leadership, Technical Support, Microsoft Office, Customer Service, Outlook, Windows 7, Team Building
Education
Penn Foster 2013 — 2014
PC Repair and Maintenance, PC Repair and Maintenance Certification
Penn Foster Career School 2003 — 2005
Photography Certification
Harry S. Truman High Scool 1993 — 1996
Diploma, Regular/General High School/Secondary Diploma Program
Raymond James Financial Inc. November 2014 - Present
Raymond James Financial Inc. 2009 - October 2014
Raymond James Financial Inc. 2006 - 2009
Raymond James Financial Inc. December 2000 - 2006
Skills
Process Improvement, Business Analysis, SharePoint, Project Management, Software Documentation, Troubleshooting, Team Leadership, Business Process, Leadership, Technical Support, Microsoft Office, Customer Service, Outlook, Windows 7, Team Building
Education
Penn Foster 2013 — 2014
PC Repair and Maintenance, PC Repair and Maintenance Certification
Penn Foster Career School 2003 — 2005
Photography Certification
Harry S. Truman High Scool 1993 — 1996
Diploma, Regular/General High School/Secondary Diploma Program
Kyle Kirschner Kyle Kirschner's Raymond James Financial Inc. Experience May 2012 - August 2012
Job Corporate & Investment Bank, Private Equity Fund Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
JPMorgan Chase May 2013 - August 2013
Raymond James Financial Inc. May 2012 - August 2012
CollegePro Window Cleaning May 2011 - August 2011
Skills
Finance, Financial Modeling, Investments, Leadership, Teamwork, DCF Valuation, Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Microsoft Word
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance
Council Rock High School North 2006 — 2010
JPMorgan Chase July 2014 - Present
JPMorgan Chase May 2013 - August 2013
Raymond James Financial Inc. May 2012 - August 2012
CollegePro Window Cleaning May 2011 - August 2011
Skills
Finance, Financial Modeling, Investments, Leadership, Teamwork, DCF Valuation, Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Microsoft Word
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance
Council Rock High School North 2006 — 2010
Kristen Coniglio Kristen Coniglio's Raymond James Financial Inc. Experience June 2014 - Present
Job Operations Management Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial, Inc. February 2011 - June 2014
JPMorgan Chase & Co. May 2010 - February 2011
Sears Holdings Corporation May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Cost Basis
Education
Wayne State University 2014 — 2018
Master's degree, Business Administration and Management, General
Oakland University 2006 — 2010
Bachelor of Science, Operations Management
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial, Inc. February 2011 - June 2014
JPMorgan Chase & Co. May 2010 - February 2011
Sears Holdings Corporation May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Cost Basis
Education
Wayne State University 2014 — 2018
Master's degree, Business Administration and Management, General
Oakland University 2006 — 2010
Bachelor of Science, Operations Management
Tammy Mercier's Raymond James Financial Inc. Experience June 2000 - Present
Job Operations Manager at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. June 2000 - Present
Raymond James Financial Inc. May 2005 - January 2011
Raymond James Financial Inc. February 2004 - May 2005
Raymond James Financial Inc. July 2002 - February 2004
Raymond James Financial Inc. June 2000 - July 2002
Southwest Securities April 1999 - May 2000
Calton & Associates, Inc. 1997 - March 1999
Skills
Series 7, Securities, Mutual Funds, Asset Managment, Investments, Operations Management, Equities, Investment Advisory, Financial Services, Trading, Back Office, User Acceptance Testing, Alternative Investments, Asset Management, Investment Banking
Education
Suffolk County Community College 1989 — 1991
Associate's degree, Accounting
Oklahoma State University
Finance, General
Raymond James Financial Inc. June 2000 - Present
Raymond James Financial Inc. May 2005 - January 2011
Raymond James Financial Inc. February 2004 - May 2005
Raymond James Financial Inc. July 2002 - February 2004
Raymond James Financial Inc. June 2000 - July 2002
Southwest Securities April 1999 - May 2000
Calton & Associates, Inc. 1997 - March 1999
Skills
Series 7, Securities, Mutual Funds, Asset Managment, Investments, Operations Management, Equities, Investment Advisory, Financial Services, Trading, Back Office, User Acceptance Testing, Alternative Investments, Asset Management, Investment Banking
Education
Suffolk County Community College 1989 — 1991
Associate's degree, Accounting
Oklahoma State University
Finance, General
Teresa Hansbarger Teresa Hansbarger's Raymond James Financial Inc. Experience 2004 - 2008
Job Resource Analyst at Ohio University
Industry Financial Services
Experience
Ohio University April 2015 - Present
Ohio University December 2013 - Present
Raymond James Financial Inc. 2004 - 2008
J.P. Morgan 2003 - 2005
Capital Financial Group, LLC 1978 - 1995
Skills
Financial Accounting, Financial Analysis, Corporate Finance, Financial Planning, Commercial Banking, Event Management, Human Resources, Finance, Management, Credit
Education
Ohio University 2014 — 2015
Bachelor of Science in Applied Mangement, Business Administration and Management, General
Ohio University 2013 — 2015
Bachelor of Science Applied Management, Applied Management
Ohio University April 2015 - Present
Ohio University December 2013 - Present
Raymond James Financial Inc. 2004 - 2008
J.P. Morgan 2003 - 2005
Capital Financial Group, LLC 1978 - 1995
Skills
Financial Accounting, Financial Analysis, Corporate Finance, Financial Planning, Commercial Banking, Event Management, Human Resources, Finance, Management, Credit
Education
Ohio University 2014 — 2015
Bachelor of Science in Applied Mangement, Business Administration and Management, General
Ohio University 2013 — 2015
Bachelor of Science Applied Management, Applied Management
Sierra DeVito Sierra DeVito's Raymond James Financial Inc. Experience January 2015 - Present
Job Technology Consultant @ Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. January 2013 - January 2015
U.S. Coast Guard October 2009 - November 2012
U.S. Coast Guard November 2008 - October 2009
Skills
Military, Security Clearance, Troubleshooting, Aircraft, Aircraft Maintenance, Weapons, Military Experience, Helicopters, DoD, Operational Planning, Command, National Security, Military Operations, Information Assurance, Navy, Information Technology, Security, Information Security, Access, Requirements Analysis, Process Improvement, HTML, Databases, Aviation, SQL, Business Analysis, Program Management, Systems Engineering, Team Leadership, Visio
Education
University of South Florida 2015 — 2015
CompTIA, A+ Certification
St. Petersburg College 2012 — 2014
Technology Management, Information Security Assurance
Pasco-Hernando Community College 2004 — 2007
Associate of Arts, Associate of Arts, 3.5
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. January 2013 - January 2015
U.S. Coast Guard October 2009 - November 2012
U.S. Coast Guard November 2008 - October 2009
Skills
Military, Security Clearance, Troubleshooting, Aircraft, Aircraft Maintenance, Weapons, Military Experience, Helicopters, DoD, Operational Planning, Command, National Security, Military Operations, Information Assurance, Navy, Information Technology, Security, Information Security, Access, Requirements Analysis, Process Improvement, HTML, Databases, Aviation, SQL, Business Analysis, Program Management, Systems Engineering, Team Leadership, Visio
Education
University of South Florida 2015 — 2015
CompTIA, A+ Certification
St. Petersburg College 2012 — 2014
Technology Management, Information Security Assurance
Pasco-Hernando Community College 2004 — 2007
Associate of Arts, Associate of Arts, 3.5
Rod Hezarkhani's Raymond James Financial Inc. Experience May 2005 - August 2005
Job Senior Product Manager at Christie's
Industry Online Media
Experience
Christie's March 2015 - Present
Phillips September 2014 - February 2015
Usablenet September 2013 - July 2014
VIBE Media April 2013 - July 2013
VIBE Media March 2012 - March 2013
Dow Jones October 2010 - February 2012
Accenture January 2007 - October 2010
Merrill Lynch January 2006 - June 2006
Raymond James Financial Inc. May 2005 - August 2005
GainsKeeper January 2005 - April 2005
Skills
Product Management, Strategy, Business Process, Business Analysis, Visio, SQL, Business Process..., Business Development, Requirements Gathering, Competitive Analysis, Project Management, Financial Analysis, Digital Media, Media Planning, New Media, Social Media, Social Media Marketing, Media, Advertising, Online Advertising, Advertising Sales, Interactive Advertising, Mobile Advertising, Product Marketing, Product Design, Product Launch, Content Strategy, Content Management, Web Content, Content Development, Web Content Management, Mobile Content, Branded Content, Digital Strategy, Mobile Marketing, Digital Marketing, Management, Web Analytics, User Experience, E-commerce, Strategic Partnerships, Analytics
Education
Northeastern University 2002 — 2007
BS, Business Administration - MIS
Randolph High School 1998 — 2002
Christie's March 2015 - Present
Phillips September 2014 - February 2015
Usablenet September 2013 - July 2014
VIBE Media April 2013 - July 2013
VIBE Media March 2012 - March 2013
Dow Jones October 2010 - February 2012
Accenture January 2007 - October 2010
Merrill Lynch January 2006 - June 2006
Raymond James Financial Inc. May 2005 - August 2005
GainsKeeper January 2005 - April 2005
Skills
Product Management, Strategy, Business Process, Business Analysis, Visio, SQL, Business Process..., Business Development, Requirements Gathering, Competitive Analysis, Project Management, Financial Analysis, Digital Media, Media Planning, New Media, Social Media, Social Media Marketing, Media, Advertising, Online Advertising, Advertising Sales, Interactive Advertising, Mobile Advertising, Product Marketing, Product Design, Product Launch, Content Strategy, Content Management, Web Content, Content Development, Web Content Management, Mobile Content, Branded Content, Digital Strategy, Mobile Marketing, Digital Marketing, Management, Web Analytics, User Experience, E-commerce, Strategic Partnerships, Analytics
Education
Northeastern University 2002 — 2007
BS, Business Administration - MIS
Randolph High School 1998 — 2002
Karig Stoup Karig Stoup's Raymond James Financial Inc. Experience October 2013 - Present
Job Client Services Manager at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
RDK & Associates January 2012 - March 2013
Skills
Finance, Banking, Commercial Banking, Credit, Retail Banking, Financial Services, Customer Service
Education
Oklahoma State University 2008 — 2011
Bachelor's degree, Accounting and Finance
Raymond James Financial Inc. October 2013 - Present
RDK & Associates January 2012 - March 2013
Skills
Finance, Banking, Commercial Banking, Credit, Retail Banking, Financial Services, Customer Service
Education
Oklahoma State University 2008 — 2011
Bachelor's degree, Accounting and Finance
Kathryn W. Cormier Kathryn W. Cormier's Raymond James Financial Inc. Experience 1995 - 2004
Job Registered Principal\Financial Advisor
Industry Financial Services
Experience
LPL Financial March 2006 - Present
LPL Financial March 2006 - Present
Cantella & Co., Inc. 2005 - 2006
Raymond James Financial Inc. 1995 - 2004
John G. Kinnard and Company 1992 - 1995
New York Life Insurance Company 1987 - 1992
Skills
Wealth Mangagement, Investments, Mutual Funds, Strategic Planning, Portfolio Management, Securities, Retirement Planning, Investment Advisory, Asset Management, Series 24, Series 63, Series 65, Series 7, Registration with LPL...
Education
Northern State University, Aberdeen, SD 1986 — 1987
Bachelor's Degree, Bachelor of Science
North Dakota State College of Science 1977 — 1978
Associate of Science (A.S.), Dental Hygiene/Hygienist
University of Minnesota-Twin Cities 1964 — 1965
Dental Assistant Certificate, Dental Assisting/Assistant
LPL Financial March 2006 - Present
LPL Financial March 2006 - Present
Cantella & Co., Inc. 2005 - 2006
Raymond James Financial Inc. 1995 - 2004
John G. Kinnard and Company 1992 - 1995
New York Life Insurance Company 1987 - 1992
Skills
Wealth Mangagement, Investments, Mutual Funds, Strategic Planning, Portfolio Management, Securities, Retirement Planning, Investment Advisory, Asset Management, Series 24, Series 63, Series 65, Series 7, Registration with LPL...
Education
Northern State University, Aberdeen, SD 1986 — 1987
Bachelor's Degree, Bachelor of Science
North Dakota State College of Science 1977 — 1978
Associate of Science (A.S.), Dental Hygiene/Hygienist
University of Minnesota-Twin Cities 1964 — 1965
Dental Assistant Certificate, Dental Assisting/Assistant
Corey Higgins Corey Higgins's Raymond James Financial Inc. Experience December 2003 - July 2005
Job Uncompromising end user support analyst
Industry Information Technology and Services
Experience
Visa December 2014 - Present
8-Bit ATX August 2012 - Present
Invenio Marketing Solutions January 2012 - August 2014
VaultLogix August 2010 - June 2011
Emerson August 2008 - January 2009
Dell March 2008 - June 2008
State National Companies June 2007 - February 2008
Fidelity Investments October 2006 - February 2007
Raymond James & Associates, Inc July 2005 - August 2006
Raymond James Financial Inc. December 2003 - July 2005
Skills
Microsoft SQL Server, Salesforce.com, SharePoint, Databases, Visio, SQL, Process Improvement, Cloud Computing, Enterprise Software, Disaster Recovery, Access, Troubleshooting, SaaS, CRM, Virtualization
Education
ITT Technical Institute 2001 — 2003
Associates
Oakland Community College 1994 — 2000
Visa December 2014 - Present
8-Bit ATX August 2012 - Present
Invenio Marketing Solutions January 2012 - August 2014
VaultLogix August 2010 - June 2011
Emerson August 2008 - January 2009
Dell March 2008 - June 2008
State National Companies June 2007 - February 2008
Fidelity Investments October 2006 - February 2007
Raymond James & Associates, Inc July 2005 - August 2006
Raymond James Financial Inc. December 2003 - July 2005
Skills
Microsoft SQL Server, Salesforce.com, SharePoint, Databases, Visio, SQL, Process Improvement, Cloud Computing, Enterprise Software, Disaster Recovery, Access, Troubleshooting, SaaS, CRM, Virtualization
Education
ITT Technical Institute 2001 — 2003
Associates
Oakland Community College 1994 — 2000
Joe Ruch Joe Ruch's Raymond James Financial Inc. Experience October 2004 - April 2006
Job
Industry Consumer Services
Experience
Dish Network November 2014 - Present
Law & Associates, Inc April 2006 - September 2011
Raymond James Financial Inc. October 2004 - April 2006
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Compliance, Operations, Time Management, Outlook, Access, Accounting, Research, Strategic Financial..., Banking, Management, Risk Management, Photoshop, Windows, Accounts Receivable, Financial Reporting, Insurance, Finance, Financial Analysis, Analysis, English
Education
Penn State University 1999 — 2004
Bachelor of Arts (B.A.), Economics
Pennsylvania State University 1999 — 2004
Bachelor of Arts (B.A.), Economics
Dish Network November 2014 - Present
Law & Associates, Inc April 2006 - September 2011
Raymond James Financial Inc. October 2004 - April 2006
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Compliance, Operations, Time Management, Outlook, Access, Accounting, Research, Strategic Financial..., Banking, Management, Risk Management, Photoshop, Windows, Accounts Receivable, Financial Reporting, Insurance, Finance, Financial Analysis, Analysis, English
Education
Penn State University 1999 — 2004
Bachelor of Arts (B.A.), Economics
Pennsylvania State University 1999 — 2004
Bachelor of Arts (B.A.), Economics
Aj Piparo's Raymond James Financial Inc. Experience October 2013 - December 2014
Job Experienced IT Support Specialist
Industry Information Technology and Services
Experience
WellCare Health Plans December 2014 - Present
Raymond James Financial Inc. October 2013 - December 2014
Warner Music Group May 2012 - July 2013
Macmillan Publishing November 2011 - May 2012
Macmillan Publishing August 2010 - November 2011
Galactek April 2006 - August 2010
NJIT January 2003 - January 2004
Skills
Windows, Remote Desktop, Remedy Ticketing System, Footprints, OS X, Photoshop, Blackberry Enterprise..., Lync Server 2010, Active Directory, Android, Apple, Polycom Video..., LifeSize Video..., Microsoft Exchange, Windows System..., Help Desk Support, Microsoft Office, Disaster Recovery, Data Center, Troubleshooting, IT Operations, VPN, Information Technology, Software Documentation, Software Installation, Hardware, Citrix, Laptops, Cisco Technologies, XP, Windows Server, DNS, Windows 7, DHCP, Printers, Servers, System Deployment, Blackberry
Education
New Jersey Institute of Technology 2001 — 2005
B.S, Information Technology
WellCare Health Plans December 2014 - Present
Raymond James Financial Inc. October 2013 - December 2014
Warner Music Group May 2012 - July 2013
Macmillan Publishing November 2011 - May 2012
Macmillan Publishing August 2010 - November 2011
Galactek April 2006 - August 2010
NJIT January 2003 - January 2004
Skills
Windows, Remote Desktop, Remedy Ticketing System, Footprints, OS X, Photoshop, Blackberry Enterprise..., Lync Server 2010, Active Directory, Android, Apple, Polycom Video..., LifeSize Video..., Microsoft Exchange, Windows System..., Help Desk Support, Microsoft Office, Disaster Recovery, Data Center, Troubleshooting, IT Operations, VPN, Information Technology, Software Documentation, Software Installation, Hardware, Citrix, Laptops, Cisco Technologies, XP, Windows Server, DNS, Windows 7, DHCP, Printers, Servers, System Deployment, Blackberry
Education
New Jersey Institute of Technology 2001 — 2005
B.S, Information Technology
Jennifer Steck Jennifer Steck's Raymond James Financial Inc. Experience June 2015 - Present
Job Client Service Associate III at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2004 - Present
Enviro-Tech Mechanical Services Ltd. January 2001 - September 2003
Capital One January 2001 - December 2002
Skills
Customer Service, Training, Data Entry, Outlook, Microsoft Excel, Access, Payroll
Education
Pinellas Technical Education Center-Clearwater 2000 — 2001
Diploma, Accounting
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2004 - Present
Enviro-Tech Mechanical Services Ltd. January 2001 - September 2003
Capital One January 2001 - December 2002
Skills
Customer Service, Training, Data Entry, Outlook, Microsoft Excel, Access, Payroll
Education
Pinellas Technical Education Center-Clearwater 2000 — 2001
Diploma, Accounting
Angela McDonnell Angela McDonnell's Raymond James Financial Inc. Experience April 2013 - Present
Job Marketing Assistant at Raymond James Financial Services,Inc.,
Industry Financial Services
Experience
Raymond James Investment Services April 2013 - Present
Raymond James Financial Inc. April 2013 - Present
Skills
Marketing Communications
Education
Penn State University 1986 — 1990
Bachelor of Arts (B.A.), Communications/Journalism
Raymond James Investment Services April 2013 - Present
Raymond James Financial Inc. April 2013 - Present
Skills
Marketing Communications
Education
Penn State University 1986 — 1990
Bachelor of Arts (B.A.), Communications/Journalism
Marcus Clines's Raymond James Financial Inc. Experience February 2008 - May 2008
Job The One Jewelry Group
Industry Financial Services
Experience
The One Jewelry Group January 2015 - Present
Home Depot August 2014 - December 2014
Ecova October 2011 - July 2014
Raymond James Financial, Inc February 2008 - May 2008
Skills
Analysis, Management, Microsoft Office, Human Resources, Time Management, Outlook, Customer Service, Portfolio Management, Project Management, Budgets
Education
University of Kentucky 2009 — 2011
BA, Finance/ Business Administration
Northern Kentucky University 2006 — 2008
The One Jewelry Group January 2015 - Present
Home Depot August 2014 - December 2014
Ecova October 2011 - July 2014
Raymond James Financial, Inc February 2008 - May 2008
Skills
Analysis, Management, Microsoft Office, Human Resources, Time Management, Outlook, Customer Service, Portfolio Management, Project Management, Budgets
Education
University of Kentucky 2009 — 2011
BA, Finance/ Business Administration
Northern Kentucky University 2006 — 2008
Sonny Rains CFP® Sonny Rains CFP®'s Raymond James Financial Inc. Experience March 2009 - August 2011
Job Certified Financial Planner (TM) at Navy Federal Brokerage Services
Industry Financial Services
Experience
Navy Federal Credit Union October 2011 - Present
Raymond James Financial Inc. March 2009 - August 2011
AXA Advisors December 2004 - July 2007
Skills
Retirement Planning, 401k, Home Equity Loans, Insurance, Finance, Life Insurance
Education
North Carolina State University 1995 — 2000
Bachelor of Arts, Communication
Sanderson High 1991 — 1995
Diploma
Navy Federal Credit Union October 2011 - Present
Raymond James Financial Inc. March 2009 - August 2011
AXA Advisors December 2004 - July 2007
Skills
Retirement Planning, 401k, Home Equity Loans, Insurance, Finance, Life Insurance
Education
North Carolina State University 1995 — 2000
Bachelor of Arts, Communication
Sanderson High 1991 — 1995
Diploma
Josh Field's Raymond James Financial Inc. Experience June 2013 - August 2013
Job Private Banking Associate at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
Pershing, a BNY Mellon company June 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Kades-Margolis Corporation May 2012 - August 2012
Skills
Microsoft Excel, Insurance, PowerPoint, Strategic Financial..., Data Analysis, Risk Management, Teamwork, Microsoft Office, Microsoft Word, Public Speaking
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.) Finance
Penn State University
SEI June 2015 - Present
Pershing, a BNY Mellon company June 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Kades-Margolis Corporation May 2012 - August 2012
Skills
Microsoft Excel, Insurance, PowerPoint, Strategic Financial..., Data Analysis, Risk Management, Teamwork, Microsoft Office, Microsoft Word, Public Speaking
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.) Finance
Penn State University
Bill Geis's Raymond James Financial Inc. Experience May 2012 - Present
Job EVP Retail Lending Executive at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - Present
Regions Financial Corporation February 2010 - May 2012
UBS November 2006 - July 2008
Smith Barney 1998 - 2006
First Union 1991 - 1998
Skills
Credit, Wealth Management, Banking, Portfolio Management, Strategy, Loans, Financial Analysis, Financial Services, Mortgage Lending, Credit Analysis, Leadership, Financial Risk, Business Planning, Management, Commercial Lending, Business Strategy, Securities, Strategic Planning, Process Improvement, Sales Management, Insurance, Training, Sales
Education
Temple University - Fox School of Business and Management 1988 — 1991
Bachelor, Business Administration, Finance, and Marketing
Penn State University 1986 — 1988
Business Administration, Finance, and Marketing
FINRA
Series 7
NJ Mortage Bankers
License
Raymond James Financial Inc. May 2012 - Present
Regions Financial Corporation February 2010 - May 2012
UBS November 2006 - July 2008
Smith Barney 1998 - 2006
First Union 1991 - 1998
Skills
Credit, Wealth Management, Banking, Portfolio Management, Strategy, Loans, Financial Analysis, Financial Services, Mortgage Lending, Credit Analysis, Leadership, Financial Risk, Business Planning, Management, Commercial Lending, Business Strategy, Securities, Strategic Planning, Process Improvement, Sales Management, Insurance, Training, Sales
Education
Temple University - Fox School of Business and Management 1988 — 1991
Bachelor, Business Administration, Finance, and Marketing
Penn State University 1986 — 1988
Business Administration, Finance, and Marketing
FINRA
Series 7
NJ Mortage Bankers
License
Jane Seaton's Raymond James Financial Inc. Experience May 2013 - Present
Job Program Manager at Raymond James Financial Inc.
Industry Capital Markets
Experience
Raymond James Financial Inc. May 2013 - Present
IBM Global Business Services 2005 - May 2013
KPMG Consulting 1995 - 2002
KPMG/BearingPoint 1994 - 2002
Skills
Business Transformation, IT Strategy, Management Consulting, Outsourcing, Enterprise Architecture, PMO, Business Process..., Business Analysis, Business Process, Project Portfolio..., Program Management, Business Intelligence
Education
Penn State University 1979 — 1983
Bachelor of Science, Accounting
Raymond James Financial Inc. May 2013 - Present
IBM Global Business Services 2005 - May 2013
KPMG Consulting 1995 - 2002
KPMG/BearingPoint 1994 - 2002
Skills
Business Transformation, IT Strategy, Management Consulting, Outsourcing, Enterprise Architecture, PMO, Business Process..., Business Analysis, Business Process, Project Portfolio..., Program Management, Business Intelligence
Education
Penn State University 1979 — 1983
Bachelor of Science, Accounting
Andrew Mostello's Raymond James Financial Inc. Experience July 2011 - February 2012
Job CTO
Industry Computer Software
Experience
ExpertekMobile September 2014 - Present
Expertek Systems, Inc. February 2012 - September 2014
Raymond James Financial Inc. July 2011 - February 2012
Raymond James Financial Inc. September 2009 - June 2011
Raymond James Financial Inc. July 2007 - September 2009
Agilent Technologies June 2006 - September 2006
Smith Barney March 2006 - June 2006
HH Brown June 2004 - September 2004
Expertek Systems June 2000 - June 2003
Skills
Financial Modeling, Investment Banking, Valuation, Analytics, Bloomberg, Due Diligence, Corporate Finance, Venture Capital, Corporate Development, Capital Markets, Equities, Financial Analysis, Engineering
Education
Northwestern University 2003 — 2007
BS, Electrical Engineering
Tsinghua University 2005 — 2005
Study Abroad, Mandarin, Economics and Legal History
ExpertekMobile September 2014 - Present
Expertek Systems, Inc. February 2012 - September 2014
Raymond James Financial Inc. July 2011 - February 2012
Raymond James Financial Inc. September 2009 - June 2011
Raymond James Financial Inc. July 2007 - September 2009
Agilent Technologies June 2006 - September 2006
Smith Barney March 2006 - June 2006
HH Brown June 2004 - September 2004
Expertek Systems June 2000 - June 2003
Skills
Financial Modeling, Investment Banking, Valuation, Analytics, Bloomberg, Due Diligence, Corporate Finance, Venture Capital, Corporate Development, Capital Markets, Equities, Financial Analysis, Engineering
Education
Northwestern University 2003 — 2007
BS, Electrical Engineering
Tsinghua University 2005 — 2005
Study Abroad, Mandarin, Economics and Legal History
Dean Carvin's Raymond James Financial Inc. Experience June 2012 - May 2013
Job Director of Professional Services at Checkpoint Technologies
Industry Information Technology and Services
Experience
Checkpoint Technologies May 2014 - Present
Checkpoint Technologies 2011 - May 2014
Quality Training & Consulting, Inc. 2006 - May 2014
Raymond James Financial Inc. June 2012 - May 2013
Philips Healthcare 2006 - 2011
Catalina Marketing 2001 - 2005
Cortechs 2000 - 2004
Skills
QTP, Quality Center, Test Automation, Test Automation..., QTP Training, Regression Testing, Software Quality..., Training, Testing, Integration, SAP, SDLC, Automation, Scripting, WinRunner, User Acceptance Testing, Quality Assurance, Test Planning, Test Management, HP Quality Center, VBScript, System Testing, HP QTP
Education
Rowan University 1985 — 1989
BS, Business Administration
Palm Beach Atlantic University 1983 — 1985
Business
Checkpoint Technologies May 2014 - Present
Checkpoint Technologies 2011 - May 2014
Quality Training & Consulting, Inc. 2006 - May 2014
Raymond James Financial Inc. June 2012 - May 2013
Philips Healthcare 2006 - 2011
Catalina Marketing 2001 - 2005
Cortechs 2000 - 2004
Skills
QTP, Quality Center, Test Automation, Test Automation..., QTP Training, Regression Testing, Software Quality..., Training, Testing, Integration, SAP, SDLC, Automation, Scripting, WinRunner, User Acceptance Testing, Quality Assurance, Test Planning, Test Management, HP Quality Center, VBScript, System Testing, HP QTP
Education
Rowan University 1985 — 1989
BS, Business Administration
Palm Beach Atlantic University 1983 — 1985
Business
Jonathan Bush's Raymond James Financial Inc. Experience May 2008 - November 2010
Job Systems Director at The Depository Trust & Clearing Corporation
Industry Information Technology and Services
Experience
The Depository Trust & Clearing Corporation July 2014 - Present
Catalina Marketing July 2012 - July 2014
Catalina Marketing November 2010 - July 2012
Raymond James Financial Inc. May 2008 - November 2010
Raymond James Financial February 2007 - May 2008
Raymond James Financial Inc. August 2005 - February 2007
Publix May 2002 - August 2005
Kraft Foods Group January 2001 - May 2002
Kraft Foods Group May 1998 - January 2001
Skills
Java, SDLC, Business Analysis, Software Development, ITIL, Process Improvement, Agile Methodologies, IT Strategy, IT Management, Team Leadership, Business Process..., Agile Project Management, Change Management, Scrum, Testing, Systems Analysis, Enterprise Software, Requirements Gathering, Disaster Recovery, Analysis, Vendor Management, Program Management, Requirements Analysis, Microsoft SQL Server, Project Management, Integration, Java Enterprise Edition, Software Project..., Enterprise Architecture, Product Management, Business Intelligence, SharePoint, Visio, SOA, Business Process, Cross-functional Team..., Databases, Software Quality..., Software Engineering, DB2, PMO, Web Applications, SQL, Software Documentation, Quality Assurance, MS Project, PMP, .NET, Data Warehousing, Solution Architecture
Education
University of South Florida 2006 — 2009
M.B.A., Management, Finance, Advanced Information Systems
Northern Illinois University 1995 — 1998
B.S., Computer Science
Rock Valley College 1992 — 1995
general
BHS 1988 — 1992
The Depository Trust & Clearing Corporation July 2014 - Present
Catalina Marketing July 2012 - July 2014
Catalina Marketing November 2010 - July 2012
Raymond James Financial Inc. May 2008 - November 2010
Raymond James Financial February 2007 - May 2008
Raymond James Financial Inc. August 2005 - February 2007
Publix May 2002 - August 2005
Kraft Foods Group January 2001 - May 2002
Kraft Foods Group May 1998 - January 2001
Skills
Java, SDLC, Business Analysis, Software Development, ITIL, Process Improvement, Agile Methodologies, IT Strategy, IT Management, Team Leadership, Business Process..., Agile Project Management, Change Management, Scrum, Testing, Systems Analysis, Enterprise Software, Requirements Gathering, Disaster Recovery, Analysis, Vendor Management, Program Management, Requirements Analysis, Microsoft SQL Server, Project Management, Integration, Java Enterprise Edition, Software Project..., Enterprise Architecture, Product Management, Business Intelligence, SharePoint, Visio, SOA, Business Process, Cross-functional Team..., Databases, Software Quality..., Software Engineering, DB2, PMO, Web Applications, SQL, Software Documentation, Quality Assurance, MS Project, PMP, .NET, Data Warehousing, Solution Architecture
Education
University of South Florida 2006 — 2009
M.B.A., Management, Finance, Advanced Information Systems
Northern Illinois University 1995 — 1998
B.S., Computer Science
Rock Valley College 1992 — 1995
general
BHS 1988 — 1992
Nicola Pariseau's Raymond James Financial Inc. Experience September 2013 - Present
Job Wealth Management Specialist, Registered Marketing and Client Relationship Associate at Raymond James
Industry Investment Management
Experience
Raymond James Financial Inc. September 2013 - Present
Raymond James September 2009 - August 2013
Merrill Lynch May 2008 - February 2009
Morgan Stanley April 2007 - January 2008
G-Works August 1999 - July 2006
Skills
Strategic Financial..., Financial Advisory, Wealth Management, Retirement Planning, Strategic Planning, Investment Advisory, CRM, Marketing, Market Research and..., Social Media Marketing, Analysis, Financial Services, Asset Allocation, Investment Strategies, Public Relations, Presentations
Education
Oakland University
Business Marketing
Raymond James Financial Inc. September 2013 - Present
Raymond James September 2009 - August 2013
Merrill Lynch May 2008 - February 2009
Morgan Stanley April 2007 - January 2008
G-Works August 1999 - July 2006
Skills
Strategic Financial..., Financial Advisory, Wealth Management, Retirement Planning, Strategic Planning, Investment Advisory, CRM, Marketing, Market Research and..., Social Media Marketing, Analysis, Financial Services, Asset Allocation, Investment Strategies, Public Relations, Presentations
Education
Oakland University
Business Marketing
Roger Patrizzi's Raymond James Financial Inc. Experience 2009 - Present
Job System Administrator / Specialist
Industry Sports
Experience
Raymond James Financial Inc. 2009 - Present
Raymond James Financial Inc. 2005 - 2009
Raymond James Financial Inc. 2003 - 2005
United States Marine Corps 1998 - 2003
United States Marine Corps 1997 - 1998
Skills
Grappling, Muay Thai, MMA, Boxing, Kickboxing, Strength & Conditioning, Weight Training, Operant Conditioning, Strength Training, Kettlebells, Self Defense, Fitness Training, Plyometrics, Circuit Training, Athletics, BJJ, Personal Training, Management, Public Speaking, Analysis, Access, Training, Project Management, Team Building, Customer Service, Microsoft Office, Leadership, Process Improvement, SQL, Team Leadership, Information Technology, Troubleshooting, Software Documentation, Windows Server
Education
Old Dominion University 1999 — 2002
Northern Virginia Community College 1999 — 2000
Lynn Classical High School 1992 — 1996
Raymond James Financial Inc. 2009 - Present
Raymond James Financial Inc. 2005 - 2009
Raymond James Financial Inc. 2003 - 2005
United States Marine Corps 1998 - 2003
United States Marine Corps 1997 - 1998
Skills
Grappling, Muay Thai, MMA, Boxing, Kickboxing, Strength & Conditioning, Weight Training, Operant Conditioning, Strength Training, Kettlebells, Self Defense, Fitness Training, Plyometrics, Circuit Training, Athletics, BJJ, Personal Training, Management, Public Speaking, Analysis, Access, Training, Project Management, Team Building, Customer Service, Microsoft Office, Leadership, Process Improvement, SQL, Team Leadership, Information Technology, Troubleshooting, Software Documentation, Windows Server
Education
Old Dominion University 1999 — 2002
Northern Virginia Community College 1999 — 2000
Lynn Classical High School 1992 — 1996
Sheena Blevins's Raymond James Financial Inc. Experience July 2002 - January 2006
Job Event Manager at Nike
Industry Public Relations and Communications
Experience
Nike April 2014 - Present
Nike April 2013 - April 2014
Nike Communications July 2009 - April 2013
Nike June 2008 - July 2009
Oregon Health and Science University March 2006 - June 2008
Raymond James Financial Inc. July 2002 - January 2006
Starbucks May 2002 - September 2005
Skills
Customer Service, Marketing, Public Relations, Public Speaking, Public Policy, Social Media, Media Relations, Event Planning, Project Management, Vendor Management, Managing Project Budgets, Writing, Corporate Events, Editing, Presentation Design
Education
Portland State University 2010 — 2014
Masters, Business, Management, Marketing, and Related Support Services
School of Ministry 2004 — 2005
Certificate of Theology
Oregon State University 2001 — 2004
BS, Communication
Nike April 2014 - Present
Nike April 2013 - April 2014
Nike Communications July 2009 - April 2013
Nike June 2008 - July 2009
Oregon Health and Science University March 2006 - June 2008
Raymond James Financial Inc. July 2002 - January 2006
Starbucks May 2002 - September 2005
Skills
Customer Service, Marketing, Public Relations, Public Speaking, Public Policy, Social Media, Media Relations, Event Planning, Project Management, Vendor Management, Managing Project Budgets, Writing, Corporate Events, Editing, Presentation Design
Education
Portland State University 2010 — 2014
Masters, Business, Management, Marketing, and Related Support Services
School of Ministry 2004 — 2005
Certificate of Theology
Oregon State University 2001 — 2004
BS, Communication
Troy Borkowski's Raymond James Financial Inc. Experience August 2002 - July 2005
Job Sales Manager at Primary Residential Mortgage
Industry Financial Services
Experience
Primary Residential Mortgage January 2015 - Present
Movement Mortgage, LLC February 2014 - January 2015
Residential Finance Corporation August 2010 - September 2013
Village Capital & Investment April 2010 - August 2010
Residential Finance Corporation 2008 - March 2010
H&R Block Mortgage May 2006 - May 2007
Ameriquest August 2005 - May 2006
Raymond James Financial Inc. August 2002 - July 2005
Skills
Loans, Sales, Mortgage Banking, Mortgage Lending, Loan Origination, Residential Mortgages, Refinance, Credit, FHA, Sales Management, Credit Analysis, Cold Calling, Banking, Sales Process, Underwriting, Account Management, Selling, Finance, Sales Operations, Lead Generation, Investment Properties
Education
Northern Kentucky University 1997 — 2002
Finance, Finance
Primary Residential Mortgage January 2015 - Present
Movement Mortgage, LLC February 2014 - January 2015
Residential Finance Corporation August 2010 - September 2013
Village Capital & Investment April 2010 - August 2010
Residential Finance Corporation 2008 - March 2010
H&R Block Mortgage May 2006 - May 2007
Ameriquest August 2005 - May 2006
Raymond James Financial Inc. August 2002 - July 2005
Skills
Loans, Sales, Mortgage Banking, Mortgage Lending, Loan Origination, Residential Mortgages, Refinance, Credit, FHA, Sales Management, Credit Analysis, Cold Calling, Banking, Sales Process, Underwriting, Account Management, Selling, Finance, Sales Operations, Lead Generation, Investment Properties
Education
Northern Kentucky University 1997 — 2002
Finance, Finance
Aida Damigella's Raymond James Financial Inc. Experience January 1998 - August 1999
Job Ambulatory Services Administration Boston Children's Hospital Hematology/Oncology Dept.
Industry Executive Office
Experience
Boston Children's Hospital October 2014 - Present
Swiss International Air Lines September 1999 - January 2001
Raymond James Financial Inc. January 1998 - August 1999
Swiss International Air Lines March 1991 - September 1997
Lehman Brothers October 1990 - October 1991
Skills
Leadership, Microsoft Office, Social Media, Team Building, Bilingual in..., Executive Support, Office Management, Records Management, Database Administration, Spreadsheets, Event Management, Travel Arrangements, QuickBooks, Quicken, Administrative..., Executive..., Event Planning, Business Travel, Leisure Travel, Travel Planning, Meeting Planning, Business Meetings, Corporate Meetings, Microsoft Excel, Microsoft Word, PowerPoint
Education
Brookline High School
Northeastern University
Bachelor of Business Administration (B.B.A.), Finance, General
Boston Children's Hospital October 2014 - Present
Swiss International Air Lines September 1999 - January 2001
Raymond James Financial Inc. January 1998 - August 1999
Swiss International Air Lines March 1991 - September 1997
Lehman Brothers October 1990 - October 1991
Skills
Leadership, Microsoft Office, Social Media, Team Building, Bilingual in..., Executive Support, Office Management, Records Management, Database Administration, Spreadsheets, Event Management, Travel Arrangements, QuickBooks, Quicken, Administrative..., Executive..., Event Planning, Business Travel, Leisure Travel, Travel Planning, Meeting Planning, Business Meetings, Corporate Meetings, Microsoft Excel, Microsoft Word, PowerPoint
Education
Brookline High School
Northeastern University
Bachelor of Business Administration (B.B.A.), Finance, General
Alberto Sillart's Raymond James Financial Inc. Experience September 2014 - Present
Job Purchasing/Planning/Inventory professional seeking New Permanent or Contract Opportunities
Industry Packaging and Containers
Experience
Raymond James Financial Inc. September 2014 - Present
Manatee County Government February 2014 - April 2014
NC Lube Engineering September 2012 - October 2013
Theochem Laboratories. Inc June 2007 - September 2012
Kearney Construction January 2006 - March 2007
Custom Manufacturing & Engineering, Inc January 2005 - January 2006
Hamon Corporation 2000 - 2003
Synergy Microwave Corporation 1997 - 2000
Synergy Microwave Corporation 1997 - 2000
Electrocatalytic, Inc. 1989 - 1997
Skills
Sourcing, Negotiation, Manufacturing, Global Sourcing, Supplier Management, Construction, Procurement, Inventory Management, Materials, Strategic Sourcing, Sourcing & Procurement, E-procurement, MRP, Materials Management, Supply Chain, Raw Materials, Receiving, Baan, Supply Management, Purchasing, ERP, Pricing, Distribution Center..., Coaching, Budgets, Contract Negotiation
Education
New Jersey Institute of Technology 1980 — 1982
Vailsburg High School 1976 — 1980
HS Diploma, College Prep
Raymond James Financial Inc. September 2014 - Present
Manatee County Government February 2014 - April 2014
NC Lube Engineering September 2012 - October 2013
Theochem Laboratories. Inc June 2007 - September 2012
Kearney Construction January 2006 - March 2007
Custom Manufacturing & Engineering, Inc January 2005 - January 2006
Hamon Corporation 2000 - 2003
Synergy Microwave Corporation 1997 - 2000
Synergy Microwave Corporation 1997 - 2000
Electrocatalytic, Inc. 1989 - 1997
Skills
Sourcing, Negotiation, Manufacturing, Global Sourcing, Supplier Management, Construction, Procurement, Inventory Management, Materials, Strategic Sourcing, Sourcing & Procurement, E-procurement, MRP, Materials Management, Supply Chain, Raw Materials, Receiving, Baan, Supply Management, Purchasing, ERP, Pricing, Distribution Center..., Coaching, Budgets, Contract Negotiation
Education
New Jersey Institute of Technology 1980 — 1982
Vailsburg High School 1976 — 1980
HS Diploma, College Prep
Larry Martiny's Raymond James Financial Inc. Experience October 2014 - Present
Job Vice President Head of Procurement at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
Citi January 2012 - October 2014
Citi December 2003 - January 2012
Citi December 1998 - December 2003
Lockheed Martin November 1984 - December 1998
Skills
Analysis, Analytics, Banking, Budgets, Business Planning, Business Process..., Change Management, Business Strategy, Contract Negotiation, Cross-functional Team..., E-procurement, Financial Analysis, Financial Risk, Financial Services, Forecasting, Management, Mergers, Negotiation, Operations Management, Business Analysis, Contract Management, Facilities Management, Global Sourcing, Mergers, Offshoring, Outsourcing, Policy, Pricing, Process Improvement, Procurement, Program Management, Project Management, Purchasing, RFP, Relationship Management, Risk Management, Sourcing, Spend Analysis, Stakeholder Management, Strategic Planning, Strategic Sourcing, Strategy, Supply Chain, Supply Chain Management, Supply Management, Team Leadership, Team Management, Training, Vendor Management, eSourcing
Education
Oglethorpe University 1977 — 1981
BA, Liberal arts
Raymond James Financial Inc. October 2014 - Present
Citi January 2012 - October 2014
Citi December 2003 - January 2012
Citi December 1998 - December 2003
Lockheed Martin November 1984 - December 1998
Skills
Analysis, Analytics, Banking, Budgets, Business Planning, Business Process..., Change Management, Business Strategy, Contract Negotiation, Cross-functional Team..., E-procurement, Financial Analysis, Financial Risk, Financial Services, Forecasting, Management, Mergers, Negotiation, Operations Management, Business Analysis, Contract Management, Facilities Management, Global Sourcing, Mergers, Offshoring, Outsourcing, Policy, Pricing, Process Improvement, Procurement, Program Management, Project Management, Purchasing, RFP, Relationship Management, Risk Management, Sourcing, Spend Analysis, Stakeholder Management, Strategic Planning, Strategic Sourcing, Strategy, Supply Chain, Supply Chain Management, Supply Management, Team Leadership, Team Management, Training, Vendor Management, eSourcing
Education
Oglethorpe University 1977 — 1981
BA, Liberal arts
Kelly Jandro's Raymond James Financial Inc. Experience July 2010 - May 2012
Job Customer Marketing Manager at Fastly
Industry Internet
Experience
Fastly January 2015 - Present
Fastly November 2013 - Present
Weddington Way November 2012 - May 2013
Raymond James Financial Inc. July 2010 - May 2012
Standard & Poor's June 2009 - August 2009
Hoover Institution, Stanford University June 2008 - August 2008
Skills
Analytics, Microsoft Excel, B2B Marketing, Social Media, Microsoft Office, SaaS, Case Studies, Email Marketing, Microsoft Word, Economics, Stata, Digital Marketing, Data Analysis, Financial Modeling, Corporate Finance, Research, PowerPoint
Education
Northwestern University 2006 — 2010
BA, Economics
Fastly January 2015 - Present
Fastly November 2013 - Present
Weddington Way November 2012 - May 2013
Raymond James Financial Inc. July 2010 - May 2012
Standard & Poor's June 2009 - August 2009
Hoover Institution, Stanford University June 2008 - August 2008
Skills
Analytics, Microsoft Excel, B2B Marketing, Social Media, Microsoft Office, SaaS, Case Studies, Email Marketing, Microsoft Word, Economics, Stata, Digital Marketing, Data Analysis, Financial Modeling, Corporate Finance, Research, PowerPoint
Education
Northwestern University 2006 — 2010
BA, Economics
Angie Porteus Pyle's Raymond James Financial Inc. Experience April 2014 - Present
Job Marketing Specialist at Raymond James Financial Inc.
Industry Public Relations and Communications
Experience
Raymond James Financial Inc. April 2014 - Present
Warehouse Steak n Stein April 2008 - March 2014
The Presbyterian Church February 1998 - April 2005
Skills
Fundraising, Strategic Communications, Blogging, Nonprofits, Press Releases, Newsletters, Social Networking, Volunteer Management, Communications Planning, Internal Communications, Corporate Communications, Creative Writing, Research, Microsoft Office
Education
Otterbein University 1990 — 1994
Bachelor of Arts, Public Relations
Ridgewood High School
1990 Graduate
Raymond James Financial Inc. April 2014 - Present
Warehouse Steak n Stein April 2008 - March 2014
The Presbyterian Church February 1998 - April 2005
Skills
Fundraising, Strategic Communications, Blogging, Nonprofits, Press Releases, Newsletters, Social Networking, Volunteer Management, Communications Planning, Internal Communications, Corporate Communications, Creative Writing, Research, Microsoft Office
Education
Otterbein University 1990 — 1994
Bachelor of Arts, Public Relations
Ridgewood High School
1990 Graduate
Jay Accetturo's Raymond James Financial Inc. Experience November 2011 - Present
Job Transition Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2011 - Present
Raymond James Financial Services February 2010 - November 2011
Quicken Loans January 2007 - June 2007
Skills
Series 7, Series 63, Financial Services, CRM, Strategic Financial..., Business Development, Finance, Financial Analysis, PowerPoint, Microsoft Word, Investments, Credit, Insurance, Accounts Receivable, Banking, Relationship Management, Series 24, Financial Planning
Education
Oakland University 2004 — 2006
Bachelor of Business Administration, General Management
Raymond James Financial Inc. November 2011 - Present
Raymond James Financial Services February 2010 - November 2011
Quicken Loans January 2007 - June 2007
Skills
Series 7, Series 63, Financial Services, CRM, Strategic Financial..., Business Development, Finance, Financial Analysis, PowerPoint, Microsoft Word, Investments, Credit, Insurance, Accounts Receivable, Banking, Relationship Management, Series 24, Financial Planning
Education
Oakland University 2004 — 2006
Bachelor of Business Administration, General Management
Andrew Lippman's Raymond James Financial Inc. Experience January 2014 - Present
Job AJL Consultants
Industry Financial Services
Experience
Raymond James Financial Inc. January 2014 - Present
AJL Consultants, Inc May 2005 - Present
UBS Wealth Management November 2005 - December 2013
Prudential Financial June 2005 - June 2009
WACHOVIA SECURITIES July 2003 - May 2005
Prudential Financial October 1984 - June 2003
Skills
Analysis, Expert Witness, Wealth Management, Business Analysis, Business Strategy, Process Improvement, Management Consulting, Analytics, Business Intelligence, Business Process, Business Process..., Business Requirements, Consulting, Leadership, Requirements Analysis, Requirements Gathering, Strategy, Data Analysis
Education
New York University 1983 — 1988
Bachelor's degree, Mathematics
Raymond James Financial Inc. January 2014 - Present
AJL Consultants, Inc May 2005 - Present
UBS Wealth Management November 2005 - December 2013
Prudential Financial June 2005 - June 2009
WACHOVIA SECURITIES July 2003 - May 2005
Prudential Financial October 1984 - June 2003
Skills
Analysis, Expert Witness, Wealth Management, Business Analysis, Business Strategy, Process Improvement, Management Consulting, Analytics, Business Intelligence, Business Process, Business Process..., Business Requirements, Consulting, Leadership, Requirements Analysis, Requirements Gathering, Strategy, Data Analysis
Education
New York University 1983 — 1988
Bachelor's degree, Mathematics
James Rowe's Raymond James Financial Inc. Experience July 1998 - June 2002
Job Senior Vice President at Interstate Hotels & Resorts
Industry Real Estate
Experience
Interstate Hotels & Resorts February 2013 - Present
Thayer Lodging Group July 2010 - February 2013
Thayer Lodging Group July 2007 - July 2010
Jones Lang LaSalle's Hotels & Hospitality Group September 2004 - July 2007
Raymond James Financial Inc. July 1998 - June 2002
Skills
Real Estate, Real Estate Investor, Real Estate Transactions, Hospitality, Hotels, Investments, Investment Strategies, Capital Markets, Investor Relations, Acquisitions, Mergers & Acquisitions, IPO, Strategy, Corporate Strategy..., Corporate Finance, Real Estate Private..., Private Equity, Investment Banking, Valuation, Financial Modeling, Negotiation, Real Estate Economics, Due Diligence, Financial Analysis, Commercial Real Estate, Investment Properties, Underwriting, Business Strategy
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Master of Business Administration (MBA), Real Estate
Vanderbilt University 1994 — 1998
Bachelor of Arts (BA), Economics
Trinity School 1990 — 1994
Interstate Hotels & Resorts February 2013 - Present
Thayer Lodging Group July 2010 - February 2013
Thayer Lodging Group July 2007 - July 2010
Jones Lang LaSalle's Hotels & Hospitality Group September 2004 - July 2007
Raymond James Financial Inc. July 1998 - June 2002
Skills
Real Estate, Real Estate Investor, Real Estate Transactions, Hospitality, Hotels, Investments, Investment Strategies, Capital Markets, Investor Relations, Acquisitions, Mergers & Acquisitions, IPO, Strategy, Corporate Strategy..., Corporate Finance, Real Estate Private..., Private Equity, Investment Banking, Valuation, Financial Modeling, Negotiation, Real Estate Economics, Due Diligence, Financial Analysis, Commercial Real Estate, Investment Properties, Underwriting, Business Strategy
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Master of Business Administration (MBA), Real Estate
Vanderbilt University 1994 — 1998
Bachelor of Arts (BA), Economics
Trinity School 1990 — 1994
D.J. Mehigan's Raymond James Financial Inc. Experience April 2004 - Present
Job Managing Director at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. April 2004 - Present
First Albany Capital December 1999 - April 2004
Leigh Fisher Associates 1996 - 1999
Science Applications International Corporation 1991 - 1994
Aerospace Corporation 1989 - 1990
Skills
Capital Markets, Investment Banking, Financial Modeling, Fixed Income, Executive Management, Financial Analysis, Private Equity, Series 7, Due Diligence, Portfolio Management, Securities, Bonds, Investments, Hedge Funds, Finance, Bloomberg, Valuation, Asset Management
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance
University of Minnesota-Twin Cities 1983 — 1989
BS and MS, Aerospace Engineering
WhitefishBay High Sch 1978 — 1982
Raymond James Financial Inc. April 2004 - Present
First Albany Capital December 1999 - April 2004
Leigh Fisher Associates 1996 - 1999
Science Applications International Corporation 1991 - 1994
Aerospace Corporation 1989 - 1990
Skills
Capital Markets, Investment Banking, Financial Modeling, Fixed Income, Executive Management, Financial Analysis, Private Equity, Series 7, Due Diligence, Portfolio Management, Securities, Bonds, Investments, Hedge Funds, Finance, Bloomberg, Valuation, Asset Management
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance
University of Minnesota-Twin Cities 1983 — 1989
BS and MS, Aerospace Engineering
WhitefishBay High Sch 1978 — 1982
Joel Bogosh's Raymond James Financial Inc. Experience May 2014 - Present
Job MAT Conversion Coordinator at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. November 2012 - April 2014
Raymond James Financial Inc. May 2012 - September 2012
Raymond James Financial Inc. January 2011 - May 2012
The PrivateBank August 2007 - January 2011
American Bank and Trust Co June 2004 - August 2006
Skills
Securities, Financial Services, Financial Risk, Risk Management, Cash Management, Retirement Planning, Customer Service, Microsoft Office, Microsoft Excel, Sales, Process Improvement, FINRA, Account Reconciliation, New Business Development, Training, Private Banking, Employee Training, Asset Management, Asset Allocation, Banking, Credit, Series 7, Financial Analysis, Analysis, Management
Education
Northern Illinois University 2001 — 2005
BS, Economics
Raymond James Financial Inc. May 2014 - Present
Raymond James Financial Inc. November 2012 - April 2014
Raymond James Financial Inc. May 2012 - September 2012
Raymond James Financial Inc. January 2011 - May 2012
The PrivateBank August 2007 - January 2011
American Bank and Trust Co June 2004 - August 2006
Skills
Securities, Financial Services, Financial Risk, Risk Management, Cash Management, Retirement Planning, Customer Service, Microsoft Office, Microsoft Excel, Sales, Process Improvement, FINRA, Account Reconciliation, New Business Development, Training, Private Banking, Employee Training, Asset Management, Asset Allocation, Banking, Credit, Series 7, Financial Analysis, Analysis, Management
Education
Northern Illinois University 2001 — 2005
BS, Economics
Tara Clevenger's Raymond James Financial Inc. Experience 2005 - 2007
Job Quality Assurance Analyst at RCIS
Industry Financial Services
Experience
RCIS 2010 - Present
Wells Fargo Advisors 2007 - 2009
Raymond James Financial Inc. 2005 - 2007
Education
Ohio University 1991 — 1995
Bachelor of Science in Sport Science, Exercise Physiology
RCIS 2010 - Present
Wells Fargo Advisors 2007 - 2009
Raymond James Financial Inc. 2005 - 2007
Education
Ohio University 1991 — 1995
Bachelor of Science in Sport Science, Exercise Physiology
Tina Gianopoulos's Raymond James Financial Inc. Experience March 2002 - December 2003
Job Branch Office Administrator, Edward Jones
Industry Financial Services
Experience
Edward Jones March 2013 - Present
Rothschild Investment Corporation May 2007 - Present
Patricia Heath & Associates January 2006 - October 2006
OMD Media Direction November 2004 - January 2006
Uhlmann Price Securities, LLC February 2004 - November 2004
Raymond James Financial Inc. March 2002 - December 2003
Wachovia Securities Financial Network (First Union) October 2000 - March 2002
Wayne Hummer Investments January 1999 - September 2000
William Blair Investments, LLC January 1991 - November 1998
Skills
Asset Management, Problem Solving, Investments, Trading, Microsoft Office, Microsoft Excel, Microsoft Word, ILX, Advent, Axys, Pershing
Education
Northeastern Illinois University
BA, Business/ Finance and Marketing
Edward Jones March 2013 - Present
Rothschild Investment Corporation May 2007 - Present
Patricia Heath & Associates January 2006 - October 2006
OMD Media Direction November 2004 - January 2006
Uhlmann Price Securities, LLC February 2004 - November 2004
Raymond James Financial Inc. March 2002 - December 2003
Wachovia Securities Financial Network (First Union) October 2000 - March 2002
Wayne Hummer Investments January 1999 - September 2000
William Blair Investments, LLC January 1991 - November 1998
Skills
Asset Management, Problem Solving, Investments, Trading, Microsoft Office, Microsoft Excel, Microsoft Word, ILX, Advent, Axys, Pershing
Education
Northeastern Illinois University
BA, Business/ Finance and Marketing
Kimberly Lazenby-Harmon, WMS's Raymond James Financial Inc. Experience December 2010 - Present
Job Operations Manager at Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor
Industry Financial Services
Experience
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor December 2010 - Present
Raymond James Financial Inc. December 2010 - Present
Education
Oglethorpe University
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor December 2010 - Present
Raymond James Financial Inc. December 2010 - Present
Education
Oglethorpe University
Graham Pitt's Raymond James Financial Inc. Experience October 1983 - Present
Job Registered Investment Advisor
Industry Investment Management
Experience
Raymond James Financial Inc. October 1983 - Present
Halftime October 2010 - Present
Skills
Retirement Planning, Estate Planning, Wealth, Financial Planners, Leadership, Personal Finance, Strategic Planning, Finance, Managerial Finance, Public Speaking, Fundraising, Non-profits, Leadership Development, Strategic Financial..., Coaching, Asset Allocation
Education
UNC Chapel Hill 1968 — 1971
Oral Roberts University
Business and Finance
Wake Forest University
Raymond James Financial Inc. October 1983 - Present
Halftime October 2010 - Present
Skills
Retirement Planning, Estate Planning, Wealth, Financial Planners, Leadership, Personal Finance, Strategic Planning, Finance, Managerial Finance, Public Speaking, Fundraising, Non-profits, Leadership Development, Strategic Financial..., Coaching, Asset Allocation
Education
UNC Chapel Hill 1968 — 1971
Oral Roberts University
Business and Finance
Wake Forest University
Tia Kitchen's Raymond James Financial Inc. Experience May 2005 - February 2007
Job Safety & Security Manager at Solid Waste Authority of Palm Beach County
Industry Government Administration
Experience
Solid Waste Authority of Palm Beach County 2013 - Present
Town of Lantana February 2007 - November 2013
Raymond James Financial Inc. May 2005 - February 2007
Raymond James Financial Inc. 2002 - May 2005
Raymond James Financial Inc. March 2000 - 2002
The University of Tampa September 1999 - March 2000
Nova Southeastern University 1997 - August 1999
Skills
Employee Relations, Human Resources, Performance Management, Risk Management, Employee Benefits, Interviews, Onboarding, HRIS, Personnel Management, Benefits Administration, Policy, HR Policies, Customer Service, Disaster Recovery, FMLA, Management
Education
Nova Southeastern University 1995 — 1999
Bachelor of Science (B.S.), Psychology
Solid Waste Authority of Palm Beach County 2013 - Present
Town of Lantana February 2007 - November 2013
Raymond James Financial Inc. May 2005 - February 2007
Raymond James Financial Inc. 2002 - May 2005
Raymond James Financial Inc. March 2000 - 2002
The University of Tampa September 1999 - March 2000
Nova Southeastern University 1997 - August 1999
Skills
Employee Relations, Human Resources, Performance Management, Risk Management, Employee Benefits, Interviews, Onboarding, HRIS, Personnel Management, Benefits Administration, Policy, HR Policies, Customer Service, Disaster Recovery, FMLA, Management
Education
Nova Southeastern University 1995 — 1999
Bachelor of Science (B.S.), Psychology
Jye-Chun Chang's Raymond James Financial Inc. Experience January 2012 - Present
Job Operations Representative III at Raymond James Financial Inc.
Industry Banking
Experience
Raymond James Financial Inc. January 2012 - Present
Morgan Stanley Smith Barney April 2007 - March 2011
BBVA Compass October 2005 - February 2007
BNY Mellon August 1998 - May 2005
BNY Mellon August 1995 - August 1999
BNY Mellon December 1992 - August 1995
BNY Mellon March 1988 - December 1992
Skills
Mutual Funds, Wealth Management, Financial Analysis, Banking, Risk Management, Equities, Strategic Financial..., Investments, Asset Management, Portfolio Management
Education
Northeastern University 1992 — 1992
intermediate accounting, B+
Ming-Chuan University (Formerly Ming-Chuan College), Taipei, Taiwan 1974 — 1978
BA in Business Administration., International Trade, B+
Raymond James Financial Inc. January 2012 - Present
Morgan Stanley Smith Barney April 2007 - March 2011
BBVA Compass October 2005 - February 2007
BNY Mellon August 1998 - May 2005
BNY Mellon August 1995 - August 1999
BNY Mellon December 1992 - August 1995
BNY Mellon March 1988 - December 1992
Skills
Mutual Funds, Wealth Management, Financial Analysis, Banking, Risk Management, Equities, Strategic Financial..., Investments, Asset Management, Portfolio Management
Education
Northeastern University 1992 — 1992
intermediate accounting, B+
Ming-Chuan University (Formerly Ming-Chuan College), Taipei, Taiwan 1974 — 1978
BA in Business Administration., International Trade, B+
DJ McElroy's Raymond James Financial Inc. Experience September 2013 - Present
Job Asset Management Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2013 - Present
Raymond James Financial Inc. November 2012 - August 2013
AMPCO August 2009 - June 2012
A Higher Standard Mobile Detail October 2011 - May 2012
Merrill Lynch May 2011 - August 2011
Red Peg Marketing March 2009 - March 2011
Procraft Custom Structures January 2001 - July 2010
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Research, Event Planning, Social Media, Outlook, Sales, Marketing, Time Management, Spanish, Strategic Planning, Financial Analysis, Strategic Financial..., Financial Reporting, Finance, Managerial Finance, Sales Operations, Budgets, Leadership, Team Building, Teamwork
Education
University of Florida 2009 — 2012
Bachelor's Degree, Food and Resource Economics; Marketing and Management, 3.6
Pasco-Hernando State College 2008 — 2009
AA
Raymond James Financial Inc. September 2013 - Present
Raymond James Financial Inc. November 2012 - August 2013
AMPCO August 2009 - June 2012
A Higher Standard Mobile Detail October 2011 - May 2012
Merrill Lynch May 2011 - August 2011
Red Peg Marketing March 2009 - March 2011
Procraft Custom Structures January 2001 - July 2010
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Research, Event Planning, Social Media, Outlook, Sales, Marketing, Time Management, Spanish, Strategic Planning, Financial Analysis, Strategic Financial..., Financial Reporting, Finance, Managerial Finance, Sales Operations, Budgets, Leadership, Team Building, Teamwork
Education
University of Florida 2009 — 2012
Bachelor's Degree, Food and Resource Economics; Marketing and Management, 3.6
Pasco-Hernando State College 2008 — 2009
AA
Rebekah Dance, CFA's Raymond James Financial Inc. Experience October 2011 - June 2013
Job Senior Investment Analyst at Unum
Industry Investment Management
Experience
Unum September 2014 - Present
Unum July 2013 - August 2014
Raymond James Financial Inc. October 2011 - June 2013
BlackRock August 2010 - July 2011
BlackRock May 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Portfolio Analysis, Investment Banking, Valuation, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Fixed Income, Mutual Funds, Risk Management, Asset Allocation, Credit, Investments, Securities
Education
Penn State University 2006 — 2010
B.S., Finance, 3.83 / 4.00, Cum Laude
Unum September 2014 - Present
Unum July 2013 - August 2014
Raymond James Financial Inc. October 2011 - June 2013
BlackRock August 2010 - July 2011
BlackRock May 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Portfolio Analysis, Investment Banking, Valuation, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Fixed Income, Mutual Funds, Risk Management, Asset Allocation, Credit, Investments, Securities
Education
Penn State University 2006 — 2010
B.S., Finance, 3.83 / 4.00, Cum Laude
Marcia Cypress's Raymond James Financial Inc. Experience September 1987 - Present
Job Category Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 1987 - Present
Raymond James Financial Inc. September 1987 - Present
Education
North Central College
Bachelor of Arts, Mathematics
Raymond James Financial Inc. September 1987 - Present
Raymond James Financial Inc. September 1987 - Present
Education
North Central College
Bachelor of Arts, Mathematics
Rachel Gatny, QKA's Raymond James Financial Inc. Experience April 2012 - Present
Job Account Service Team Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Skills
Microsoft Office, Word, Writing, Customer Relations, Customer Service, Project Planning
Education
Oakland University 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Oakland University 2001 — 2006
Bachelors of Business Administration, Finance
Adali Stevenson High School 1999 — 2001
High school diploma
Raymond James Financial Inc. April 2012 - Present
Skills
Microsoft Office, Word, Writing, Customer Relations, Customer Service, Project Planning
Education
Oakland University 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Oakland University 2001 — 2006
Bachelors of Business Administration, Finance
Adali Stevenson High School 1999 — 2001
High school diploma
Nancy Rice's Raymond James Financial Inc. Experience July 2008 - May 2014
Job Executive Assistant at Progress Dental Marketing
Industry Financial Services
Experience
Progressive Dental Marketing July 2014 - Present
Raymond James Financial, Inc July 2008 - May 2014
Raymond James Financial, Inc May 1998 - June 2008
Skills
Microsoft Office, EDGAR, Problem Solving, Troubleshooting, Multitasker, Business Analysis, Customer Service
Education
Pinellas Technical Education Center-Clearwater 1998 — 1998
Vocational Training, IT, A
St.Pete High School 1976 — 1980
High School Diploma
Progressive Dental Marketing July 2014 - Present
Raymond James Financial, Inc July 2008 - May 2014
Raymond James Financial, Inc May 1998 - June 2008
Skills
Microsoft Office, EDGAR, Problem Solving, Troubleshooting, Multitasker, Business Analysis, Customer Service
Education
Pinellas Technical Education Center-Clearwater 1998 — 1998
Vocational Training, IT, A
St.Pete High School 1976 — 1980
High School Diploma
Micca Osmar's Raymond James Financial Inc. Experience August 2012 - October 2012
Job Software Engineer at Syniverse Technology Inc
Industry Telecommunications
Experience
Syniverse May 2014 - Present
Fairfax Imaging October 2012 - May 2014
Raymond James Financial Inc. August 2012 - October 2012
Raymond James Financial Inc. November 2011 - August 2012
TJX June 2008 - November 2011
Skills
Visual Studio, C#, SQL, Java, Eclipse, HTML, Microsoft Office, XML, NetBeans, Microsoft SQL Server, Visio, CSS, Databases, JavaScript, Visual Basic, C++, RESTful WebServices, JPA, Maven, Oracle SQL Developer, HQL, JSON, OBIEE, Hibernate, Tortoise SVN, Programming
Education
University of South Florida 2009 — 2011
Bachelors, Computer Science
University of South Florida 2009 — 2011
Bachelors, Information Systems
Pasco-Hernando Community College 2006 — 2008
Associates, General Education
Syniverse May 2014 - Present
Fairfax Imaging October 2012 - May 2014
Raymond James Financial Inc. August 2012 - October 2012
Raymond James Financial Inc. November 2011 - August 2012
TJX June 2008 - November 2011
Skills
Visual Studio, C#, SQL, Java, Eclipse, HTML, Microsoft Office, XML, NetBeans, Microsoft SQL Server, Visio, CSS, Databases, JavaScript, Visual Basic, C++, RESTful WebServices, JPA, Maven, Oracle SQL Developer, HQL, JSON, OBIEE, Hibernate, Tortoise SVN, Programming
Education
University of South Florida 2009 — 2011
Bachelors, Computer Science
University of South Florida 2009 — 2011
Bachelors, Information Systems
Pasco-Hernando Community College 2006 — 2008
Associates, General Education
Jonathan Nordstrom's Raymond James Financial Inc. Experience April 2012 - Present
Job Municipal Department Manager at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Skills
Strategic Planning
Education
North Park University 1977 — 1981
Bachelor's degree, Economics
Raymond James Financial Inc. April 2012 - Present
Skills
Strategic Planning
Education
North Park University 1977 — 1981
Bachelor's degree, Economics
Crystal Klepetsanis Clark's Raymond James Financial Inc. Experience July 2013 - Present
Job Supervisor at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. August 2012 - July 2013
Raymond James Financial Inc. January 2010 - August 2012
Raymond James Financial Inc. July 2007 - January 2010
Raymond James Financial Inc. July 2006 - July 2007
Bodman PLC July 2003 - July 2006
Jo-Ann Stores, LLC. July 2000 - July 2003
Skills
Customer Service, Microsoft Excel, Process Improvement, Microsoft Office, Microsoft Word, Outlook, Time Management, PowerPoint, Training, Team Building, Call Centers, Research, Coaching, Data Entry, Series 99
Education
Avondale High Scool
High School
Oakland Community College
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. August 2012 - July 2013
Raymond James Financial Inc. January 2010 - August 2012
Raymond James Financial Inc. July 2007 - January 2010
Raymond James Financial Inc. July 2006 - July 2007
Bodman PLC July 2003 - July 2006
Jo-Ann Stores, LLC. July 2000 - July 2003
Skills
Customer Service, Microsoft Excel, Process Improvement, Microsoft Office, Microsoft Word, Outlook, Time Management, PowerPoint, Training, Team Building, Call Centers, Research, Coaching, Data Entry, Series 99
Education
Avondale High Scool
High School
Oakland Community College
Jim Kussler's Raymond James Financial Inc. Experience October 2012 - Present
Job System Administrator at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. October 2012 - Present
Pasco County Tax Collector November 2003 - July 2012
Pasco Hernando Community College January 2001 - November 2003
Skills
Active Directory, Windows Server, VMware, Servers, DNS, IIS, Microsoft Exchange, DHCP, VMware ESX, Microsoft SQL Server, Group Policy, Troubleshooting, Databases, Powershell, Hardware, SQL, Technical Support, Antivirus, WAN
Education
Pasco-Hernando Community College 1997 — 2000
Associate of Arts, Computer Programming and Analysis
Pasco Hernando Community College
Associate of Arts (A.A.), Computer Programming
Raymond James Financial Inc. October 2012 - Present
Pasco County Tax Collector November 2003 - July 2012
Pasco Hernando Community College January 2001 - November 2003
Skills
Active Directory, Windows Server, VMware, Servers, DNS, IIS, Microsoft Exchange, DHCP, VMware ESX, Microsoft SQL Server, Group Policy, Troubleshooting, Databases, Powershell, Hardware, SQL, Technical Support, Antivirus, WAN
Education
Pasco-Hernando Community College 1997 — 2000
Associate of Arts, Computer Programming and Analysis
Pasco Hernando Community College
Associate of Arts (A.A.), Computer Programming
Cassie Olson's Raymond James Financial Inc. Experience January 2013 - Present
Job Administrative Assistant at Raymond James Financial Inc.
Industry Performing Arts
Experience
Raymond James Financial Inc. January 2013 - Present
Lyric Theatre of Oklahoma 2010 - 2012
Oklahoma City University, Community Dance Center August 2009 - May 2010
Skills
Acting, Performing Arts, Theatre, Public Speaking, Customer Service, Microsoft Office, Event Management, Dance
Education
Oklahoma City University 2006 — 2010
Bachelor of Science (B.S.), Dance Management
Raymond James Financial Inc. January 2013 - Present
Lyric Theatre of Oklahoma 2010 - 2012
Oklahoma City University, Community Dance Center August 2009 - May 2010
Skills
Acting, Performing Arts, Theatre, Public Speaking, Customer Service, Microsoft Office, Event Management, Dance
Education
Oklahoma City University 2006 — 2010
Bachelor of Science (B.S.), Dance Management
Tara Van Winkle's Raymond James Financial Inc. Experience January 2015 - Present
Job Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. January 2015 - Present
J. Smith Lanier & Co. September 2014 - January 2015
Regions Financial Corporation March 2007 - September 2014
Delek US Holdings August 2006 - April 2007
Skills
Credit, Financial Services, Management, Wealth Management, Financial Analysis
Education
University of North Alabama 2000 — 2003
Bachelor's degree, Finance, General
Northwest Shoals Community College-Muscle Shoals 1997 — 2000
Business Administration and Management, General
Raymond James Financial Inc. January 2015 - Present
J. Smith Lanier & Co. September 2014 - January 2015
Regions Financial Corporation March 2007 - September 2014
Delek US Holdings August 2006 - April 2007
Skills
Credit, Financial Services, Management, Wealth Management, Financial Analysis
Education
University of North Alabama 2000 — 2003
Bachelor's degree, Finance, General
Northwest Shoals Community College-Muscle Shoals 1997 — 2000
Business Administration and Management, General
Nolan Rivers's Raymond James Financial Inc. Experience July 2014 - Present
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. August 2013 - June 2014
Nittany Lion Fund LLC May 2012 - January 2014
Raymond James Financial Inc. June 2013 - August 2013
The McKeown Foundation, Annual Golf Classic “fore” Alzheimer’s April 2009 - April 2013
Penn State Investment Association September 2011 - May 2012
Raymond James Financial Inc. June 2011 - August 2011
Skills
Valuation, Equities, Financial Analysis, Asset Managment, Real Estate, Analysis, Investments, Portfolio Management, Equity Research, Financial Modeling
Education
Penn State University 2010 — 2014
Bachelor of Science, Finance
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. August 2013 - June 2014
Nittany Lion Fund LLC May 2012 - January 2014
Raymond James Financial Inc. June 2013 - August 2013
The McKeown Foundation, Annual Golf Classic “fore” Alzheimer’s April 2009 - April 2013
Penn State Investment Association September 2011 - May 2012
Raymond James Financial Inc. June 2011 - August 2011
Skills
Valuation, Equities, Financial Analysis, Asset Managment, Real Estate, Analysis, Investments, Portfolio Management, Equity Research, Financial Modeling
Education
Penn State University 2010 — 2014
Bachelor of Science, Finance
Celeste Krickl's Raymond James Financial Inc. Experience March 2002 - December 2002
Job at
Industry Human Resources
Experience
Tapfin/FADV January 2014 - Present
Westwinds Village August 2012 - May 2014
Dynamic Dental Partners August 2010 - September 2011
Medical Resource Association, Inc. March 2010 - August 2010
David G. Krickl, DDS dba Sandhill Denture & Dental Center February 2003 - May 2008
Raymond James Financial Inc. March 2002 - December 2002
Cobra Electronics May 1987 - June 2001
Skills
HRIS, Employee Relations, Human Resources, Talent Management, Performance Management, Deferred Compensation, Talent Acquisition, Recruiting, Employee Engagement, HR Policies, Onboarding, HR Consulting, Succession Planning, Employee Benefits, Personnel Management
Education
Northwood University 1992 — 1995
Bachelor's Business Administration
Tapfin/FADV January 2014 - Present
Westwinds Village August 2012 - May 2014
Dynamic Dental Partners August 2010 - September 2011
Medical Resource Association, Inc. March 2010 - August 2010
David G. Krickl, DDS dba Sandhill Denture & Dental Center February 2003 - May 2008
Raymond James Financial Inc. March 2002 - December 2002
Cobra Electronics May 1987 - June 2001
Skills
HRIS, Employee Relations, Human Resources, Talent Management, Performance Management, Deferred Compensation, Talent Acquisition, Recruiting, Employee Engagement, HR Policies, Onboarding, HR Consulting, Succession Planning, Employee Benefits, Personnel Management
Education
Northwood University 1992 — 1995
Bachelor's Business Administration
Neil Deakin's Raymond James Financial Inc. Experience October 2011 - Present
Job VP, Business Technology at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2011 - Present
Raymond James Financial Inc. June 2004 - September 2011
Deutsche Bank April 2000 - May 2004
KPMG April 1998 - April 2000
PwC August 1996 - April 1998
Education
University of Newcastle-upon-Tyne
Raymond James Financial Inc. October 2011 - Present
Raymond James Financial Inc. June 2004 - September 2011
Deutsche Bank April 2000 - May 2004
KPMG April 1998 - April 2000
PwC August 1996 - April 1998
Education
University of Newcastle-upon-Tyne
Jeremy McDaniel's Raymond James Financial Inc. Experience September 2009 - February 2011
Job Disability Claims Analyst at Assurant Employee Benefits
Industry Insurance
Experience
Assurant Employee Benefits January 2014 - Present
USAA June 2012 - October 2013
Raymond James Financial Inc. September 2009 - February 2011
AlliedBarton Security Services May 2007 - June 2009
Securitas May 2006 - May 2007
Securitas January 2003 - September 2004
Financial Database Services February 2002 - August 2002
United States Marine Corps August 1997 - May 2001
Skills
•Proficient in Windows..., •Proficient in CCTV..., •Experienced in..., •Competitive Edge..., •Brady Tiscor..., •Sicso Fast Pass..., •DM Net View, •Cross Match ID 500..., •Fast keyboarding skills, Access, Training, Leadership, Risk Management, Human Resources, Security, Insurance, Analysis, Policy
Education
University of South Florida-St. Petersburg Campus 2010 — 2012
Bachelor of Arts (B.A.), Criminology
North Hennepin Community College 2005 — 2009
Associate of Science (A.S.), Health and Physical Education/Fitness
Assurant Employee Benefits January 2014 - Present
USAA June 2012 - October 2013
Raymond James Financial Inc. September 2009 - February 2011
AlliedBarton Security Services May 2007 - June 2009
Securitas May 2006 - May 2007
Securitas January 2003 - September 2004
Financial Database Services February 2002 - August 2002
United States Marine Corps August 1997 - May 2001
Skills
•Proficient in Windows..., •Proficient in CCTV..., •Experienced in..., •Competitive Edge..., •Brady Tiscor..., •Sicso Fast Pass..., •DM Net View, •Cross Match ID 500..., •Fast keyboarding skills, Access, Training, Leadership, Risk Management, Human Resources, Security, Insurance, Analysis, Policy
Education
University of South Florida-St. Petersburg Campus 2010 — 2012
Bachelor of Arts (B.A.), Criminology
North Hennepin Community College 2005 — 2009
Associate of Science (A.S.), Health and Physical Education/Fitness
Anthony Salfran's Raymond James Financial Inc. Experience December 2008 - May 2010
Job Percussionist at SelfEmployed Musician
Industry Higher Education
Experience
Full Sail University October 2012 - Present
Self-Employed Musician June 2000 - Present
Full Sail University June 2011 - October 2012
Raymond James Financial Inc. December 2008 - May 2010
Franklin Templeton Investments August 2006 - December 2008
Wells Fargo January 2006 - June 2006
ALDO Group November 2003 - January 2006
Skills
Student Financial Aid, Financial Aid..., Student Loans, Title IV, Mutual Funds, Stocks, Dividends, Traditional IRA, Roth IRA, Retail Banking, Customer Service, Customer Oriented, Cross Selling, Time Management, Classroom Management, Education, Special Education, Music Education, Lesson Planning, Mac OS, OS X, iWork, Microsoft Office, Windows 7, Windows Vista, Windows XP Pro, Musicians, Music Production, Percussion Performance, Drum Set, Hand Percussion
Education
Saint Petersburg College 2010 — 2011
Non-Degree Program, Special Education and Teaching
North Central University 2000 — 2005
Bachelor of Science (B.S.), Theology/Theological Studies
Full Sail University October 2012 - Present
Self-Employed Musician June 2000 - Present
Full Sail University June 2011 - October 2012
Raymond James Financial Inc. December 2008 - May 2010
Franklin Templeton Investments August 2006 - December 2008
Wells Fargo January 2006 - June 2006
ALDO Group November 2003 - January 2006
Skills
Student Financial Aid, Financial Aid..., Student Loans, Title IV, Mutual Funds, Stocks, Dividends, Traditional IRA, Roth IRA, Retail Banking, Customer Service, Customer Oriented, Cross Selling, Time Management, Classroom Management, Education, Special Education, Music Education, Lesson Planning, Mac OS, OS X, iWork, Microsoft Office, Windows 7, Windows Vista, Windows XP Pro, Musicians, Music Production, Percussion Performance, Drum Set, Hand Percussion
Education
Saint Petersburg College 2010 — 2011
Non-Degree Program, Special Education and Teaching
North Central University 2000 — 2005
Bachelor of Science (B.S.), Theology/Theological Studies
Mary Gillard-Martin's Raymond James Financial Inc. Experience January 1981 - January 2000
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC July 2012 - Present
Prudential Financial December 1999 - April 2004
Raymond James Financial Inc. January 1981 - January 2000
Skills
Financial Services,...
Education
Niagara County Community College 1974 — 1976
Business/Managerial Economics
Allstate Financial Services, LLC July 2012 - Present
Prudential Financial December 1999 - April 2004
Raymond James Financial Inc. January 1981 - January 2000
Skills
Financial Services,...
Education
Niagara County Community College 1974 — 1976
Business/Managerial Economics
Michele Constantine's Raymond James Financial Inc. Experience September 2014 - Present
Job Tax Associate at Raymond James Financial Inc.
Industry Accounting
Experience
Raymond James Financial Inc. September 2014 - Present
Scherer Staffing October 2012 - March 2014
Kehoe and DeWeerd, CPA February 2002 - July 2012
Failes and Associates, CPA's January 1995 - October 1998
Skills
Tax Preparation, Tax, Income Tax, Tax Returns, Accounting
Education
Penn State University
Bachelor of Arts (BA), History/Liberal Arts
Raymond James Financial Inc. September 2014 - Present
Scherer Staffing October 2012 - March 2014
Kehoe and DeWeerd, CPA February 2002 - July 2012
Failes and Associates, CPA's January 1995 - October 1998
Skills
Tax Preparation, Tax, Income Tax, Tax Returns, Accounting
Education
Penn State University
Bachelor of Arts (BA), History/Liberal Arts
Srinivas Yeddula's Raymond James Financial Inc. Experience May 2006 - September 2006
Job Peoplesoft Consultant at University of North Carolina at Chapel Hill
Industry
Experience
University of North Carolina at Chapel Hill March 2013 - Present
Verizon November 2010 - March 2013
Memorial Hospital and Health Care Center July 2010 - November 2010
RBS Citizens May 2008 - June 2010
Cornell University December 2007 - April 2008
Johnson Diversey August 2007 - November 2007
Masco Contractor Services April 2007 - August 2007
Papa John's International October 2006 - March 2007
Raymond James Financial Inc. May 2006 - September 2006
Jarden Consumer Solutions September 2005 - April 2006
Skills
PeopleSoft, ERP, PeopleTools, PeopleCode, Oracle, Unix, Java, PL/SQL, User Acceptance Testing, Requirements Analysis, SQR, ETL, Database Design, Functional Requirements, SQL, Business Analysis, Production Support, Testing, Data Warehousing, Microsoft SQL Server, DB2, Integration, Crystal Reports, Software Projects
Education
New Jersey Institute of Technology
Master's Degree
University of North Carolina at Chapel Hill March 2013 - Present
Verizon November 2010 - March 2013
Memorial Hospital and Health Care Center July 2010 - November 2010
RBS Citizens May 2008 - June 2010
Cornell University December 2007 - April 2008
Johnson Diversey August 2007 - November 2007
Masco Contractor Services April 2007 - August 2007
Papa John's International October 2006 - March 2007
Raymond James Financial Inc. May 2006 - September 2006
Jarden Consumer Solutions September 2005 - April 2006
Skills
PeopleSoft, ERP, PeopleTools, PeopleCode, Oracle, Unix, Java, PL/SQL, User Acceptance Testing, Requirements Analysis, SQR, ETL, Database Design, Functional Requirements, SQL, Business Analysis, Production Support, Testing, Data Warehousing, Microsoft SQL Server, DB2, Integration, Crystal Reports, Software Projects
Education
New Jersey Institute of Technology
Master's Degree
Jonathan Nordstrom's Raymond James Financial Inc. Experience February 2001 - Present
Job Municipal Department Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. February 2001 - Present
RBC March 1983 - February 2001
Education
North Park University 1977 — 1981
Bachelor's degree, Economics
El Modena High School 1974 — 1977
Raymond James Financial Inc. February 2001 - Present
RBC March 1983 - February 2001
Education
North Park University 1977 — 1981
Bachelor's degree, Economics
El Modena High School 1974 — 1977
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS