Raymond James Financial Services

Industry: Investment banking company

Description

Raymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations and municipalities through its ... Headquarters: St. Petersburg, FL Founder: Robert James Executives: Paul Reilly (Chairman and Chief Executive Officer), Subsidiaries: RAYMOND JAMES & ASSOCIATES, INC.,

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Raymond James Financial Services Employees

Employee
Years
Job
Industry
Stefanie Jenkins Stefanie Jenkins Greensboro, Georgia Details
Stefanie Jenkins's Raymond James Financial Services Experience February 2005 - December 2006
Job Executive Assistant at Capital Choice Financial Group
Industry Financial Services
Experience
Capital Choice Financial Group  June 2015 - Present
Fit For You Health Club   October 2012 - June 2015
Financial Independence Group L.L.C   March 2010 - December 2012
Suntiva LLC  September 2010 - June 2012
Henderson Global Investors  April 2008 - March 2010
Stout Risius Ross  January 2007 - April 2008
Raymond James Financial Services   February 2005 - December 2006

Skills
Analysis, Customer Service, Financial Analysis, Financial Modeling, Leadership, Marketing Communications, Marketing Strategy, Microsoft Excel, Microsoft Office, Product Marketing, Sales, Strategic Planning, Teamwork, Team Building

Education
Michigan State University   2003 — 2007
B.S., Finance

A. Geoffrey Wade A. Geoffrey Wade Port Saint Lucie, Florida Details
A. Geoffrey Wade's Raymond James Financial Services Experience August 2005 - September 2007
Job President at A. Geoffrey Wade Financial Services, LLC
Industry Financial Services
Experience
American Portfolios  September 2007 - Present
A. Geoffrey Wade Financial Services, LLC   August 2005 - Present
Raymond James Financial Services   August 2005 - September 2007
Morgan Stanley  March 1999 - August 2005

Skills
Investments, Insurance, Mutual Funds, Sales Management, Fixed Annuities, Strategic Planning, Team Building, Real Estate, Wealth Management, Investment Advisory, Retirement Planning, Asset Allocation, Series 7, Estate Planning, Retirement, Strategic Financial..., Securities, Life Insurance, Long-term Care, Portfolio Management, IRAs, Financial Planning

Education
DePauw University   1966 — 1967

Howe Military School   1960 — 1966

Heather Hillcher Heather Hillcher Tampa/St. Petersburg, Florida Area Details
Heather Hillcher's Raymond James Financial Services Experience January 2005 - December 2006
Job Manager, FA Compensation Plans at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  November 2013 - Present
Raymond James & Associates, Inc   July 2011 - Present
Raymond James & Associates, Inc   January 2007 - June 2011
Raymond James Financial Services   January 2005 - December 2006

Education
Florida State University
BS, Accounting

David P. Sims David P. Sims Richmond, Virginia Area Details
David P. Sims's Raymond James Financial Services Experience March 2004 - January 2005
Job Contributor at Seeking Alpha, Investor
Industry Financial Services
Experience
RidgeHaven Capital LLC   2015 - Present
Seeking Alpha  June 2012 - Present
TheStreet  March 2014 - Present
Berkshire Hathaway  November 2013 - April 2014
McKesson  July 2012 - November 2013
MeadWestvaco  June 2010 - July 2012
Timmons Group  January 2008 - April 2010
KPMG  August 2005 - December 2007
KPMG Audit  August 2005 - July 2007
Raymond James Financial Services   March 2004 - January 2005

Skills
SSRS, SQL, Oracle SQL, Financial Analysis, SQL Server, Financial Reporting, Financial Accounting, SAP BW, Oracle, Value Investing, Financial Markets, Financial Statements, Accounting, General Ledger, Auditing, Account Reconciliation, Hyperion Enterprise, Analysis, GAAP, Finance, Accounts Receivable, Microsoft SQL Server, Hyperion

Education
James Madison University   2003 — 2005
MSA, Accounting

William & Mary   1999 — 2002
BBA, Finance

PHHS   1994 — 1998

Monica King Monica King Greater Grand Rapids, Michigan Area Details
Monica King's Raymond James Financial Services Experience February 2000 - August 2001
Job Consultant | Executive Finance & Operations
Industry Management Consulting
Experience
DWH, LLC (DWH)   July 2014 - Present
M. King Consulting   September 2012 - Present
Alliant Healthcare Products  September 2012 - September 2013
Alliant Healthcare Products  2011 - September 2012
Thermo Fisher Scientific  December 2008 - March 2010
Eaton Corporation  January 2008 - December 2008
Eaton Corporation  2006 - 2007
Eaton Corporation  April 2004 - September 2006
Eaton Corporation  September 2001 - April 2004
Raymond James Financial Services   February 2000 - August 2001

Skills
Forecasting, Process Improvement, Cost Management, Project Management, Financial Reporting, Financial Accounting, Financial Modeling, Process Control, Training, Cost Accounting, Acquisition Integration, Plant Operations, Restructuring, Employee Engagement, Working Capital..., QuickBooks, JD Edwards, Oracle Applications, System Implementations, Analysis, Financial Analysis, Variance Analysis, Sarbanes-Oxley Act, Mergers & Acquisitions, Business Process...

Education
Kettering University
Masters of Science, Operations Management

Western Michigan University - Haworth College of Business

Joseph Mascherin Joseph Mascherin Tampa/St. Petersburg, Florida Area Details
Joseph Mascherin's Raymond James Financial Services Experience October 2007 - Present
Job President at Mascherin Financial, Inc. An Independent Firm
Industry Financial Services
Experience
Raymond James Financial Services   October 2007 - Present

Skills
Finance, Retirement Planning, Investments, Financial Advisory, Team Building, Financial Planning, Retirement, Asset Allocation, Investment Strategies, Small Business, Financial Planners, Securities, Management, Strategic Financial..., Project Planning, Personal Finance, Tax, Sales, Wealth Management, Accounting, Financial Risk

Education
Bowling Green State University   1972 — 1977

College for Financial Planning
CFP

Katy Annicchiarico, MBA Katy Annicchiarico, MBA Miami/Fort Lauderdale Area Details
Katy Annicchiarico, MBA's Raymond James Financial Services Experience January 2008 - March 2009
Job Learning Business Partner at Bupa Global Latin America
Industry Human Resources
Experience
Bupa Global Latin America  May 2015 - Present
Assurant Solutions  June 2013 - May 2015
Strayer University  April 2011 - May 2013
Strayer University  September 2009 - April 2011
Raymond James Financial Services   January 2008 - March 2009
Barry University  June 2006 - July 2007
Datapro, Inc  August 2005 - June 2006

Skills
Adult Education, Website Development, Bilingual-Spanish, Event Management, Higher Education, Microsoft Office, Event Planning, Customer Service, PowerPoint, Outlook, Staff Development, Word, Business, Microsoft Word, Blackboard, Dreamweaver, HTML, Recruiting, Teaching, Budgets, Organizational..., Microsoft Excel, Instructional Design, Curriculum Design, Student Affairs, Distance Learning, Curriculum Development, Public Speaking, Career Counseling, E-Learning, Research, Training, Leadership Development, Admissions, Enrollment Management, Human Resources, Management, Leadership, Student Recruiting, Academic Advising, Career Development, Payroll, PeopleSoft, Employee Benefits, Conflict Resolution, Coaching, Employee Training, Interviews, College Recruiting, Campus

Education
Dale Carnegie   2014 — 2014
Certification: Skills Presentation

Dale Carnegie   2013 — 2013
Certification: Cross Functional Team Effectiveness

Wilson Learning   2013 — 2013
Certfication: Building Relationship Versatility

Strayer University   2009 — 2013
Masters, Business Administration; Human Resources

Barry University   2004 — 2006
Bachelor of Science, Professional Administration; Human Resources

Universidad del Norte   1996 — 2001
Administracion de Empresas

Bret Tillman Bret Tillman Greater Salt Lake City Area Details
Bret Tillman's Raymond James Financial Services Experience March 2010 - April 2015
Job Portfolio Specialist at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  April 2015 - Present
Raymond James Financial Services   March 2010 - April 2015
Edward Jones  July 2005 - March 2010

Education
Brigham Young University   2001 — 2004
Bachelors, Business Management

Steven B. Siskin Steven B. Siskin Greater Los Angeles Area Details
Steven B. Siskin's Raymond James Financial Services Experience January 1998 - Present
Job Registered Principal at Raymond James Financial Services
Industry Financial Services
Experience
Core Financial Group   2009 - Present
Raymond James Financial Services   January 1998 - Present
Sisko Property Managment   2005 - 2010

Skills
Series 7, Investment Advisory, Asset Allocation, Retirement, Insurance, Retirement Planning, FINRA, Mutual Funds, 401k, Stocks, Fixed Annuities, Strategic Financial..., Financial Planners, Finance, Financial Planning, Wealth Management, IRAs, Financial Modeling, Series 24, Disability Insurance, Long-term Care, Estate Planning, Series 63, Investments, Corporates, Bonds, IRA's, Annuities, Asset Management, Investment Strategies, Portfolio Management, Insurance Planning, Fixed Income, Series 66

Education
Boston University   1975 — 1979

Boston University   1974 — 1978

Dawn Parker Dawn Parker Edmonds, Washington Details
Dawn Parker's Raymond James Financial Services Experience 2007 - 2009
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Corvias Foundation   2010 - 2013
Washington Courage & Renewal   2009 - 2010
Raymond James Financial Services   2007 - 2009
Parker Tax Accounting   1996 - 2007

Skills
Nonprofits, Management, Program Management, Fundraising, Analysis, Marketing, Strategy, Project Planning, Leadership Development, Event Planning, Event Management, Community Outreach, Data Management, Sponsorship Relations, Customer Service

Education
Washington State University
Bachelor of Science, Outdoor Management

Edmonds Community College
Certification, Project Management and Program Management

North Seattle College
Certification, Tax Accounting and Bookkeeping

Gerri Kavouklis Price Gerri Kavouklis Price Tampa/St. Petersburg, Florida Area Details
Gerri Kavouklis Price's Raymond James Financial Services Experience August 2014 - Present
Job Compliance Examination Manager at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   August 2014 - Present
Raymond James Financial Services   September 2010 - July 2014
Raymond James Financial Services, Inc.   January 2006 - September 2010
Raymond James Financial Services   June 2004 - December 2005
T. Rowe Price  2000 - 2004

Skills
Series 24, Asset Managment, Series 7, Series 66, Securities, FINRA, Mutual Funds, Series 63, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement Planning, Investments, Asset Allocation, Financial Services, Series 6

Education
Florida State University - College of Business
Bachelor of Science, Finance, Marketing

University of Tampa
MBA, Management

keith cusack keith cusack Denver, Colorado Details
keith cusack's Raymond James Financial Services Experience November 2002 - February 2010
Job Financial Advisor at Cetera Advisor Networks, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks  May 2012 - Present
Raymond James Financial Services   November 2002 - February 2010
Allmerica Financial  October 2000 - 2002
Rapley / VECO Engineering   December 1995 - September 2000

Education
Colorado School of Mines   1986 — 1991
Bachelor of Science (Engeering), Mechanical and Electrical Engineering

Golden High School   1982 — 1985

Robert Tucker CFP® Robert Tucker CFP® Jackson, Tennessee Area Details
Robert Tucker CFP®'s Raymond James Financial Services Experience January 1999 - November 2002
Job Investment Advisor Representative at Sycamore Financial Advisors
Industry Investment Management
Experience
Sycamore Financial Advisors   November 2004 - Present
Raymond James Financial Services   January 1999 - November 2002
American Express Financial Advisors  June 1997 - September 1998

Skills
Portfolio Management, Stocks, Bonds, Mutual Funds, Financial Analysis, Valuation, Estate Planning, Risk Management, Retirement Planning, Pensions, Strategic Financial..., Personal Retirement..., Small Business..., Corporate Retirement..., Retirement, Investments, Long Term Care Insurance, Asset Allocation, Alternative Investments, Investment Advisory, IRAs, Finance, 401k Rollovers, Investment Strategies, Disability Insurance, Financial Advisory, 529 Plans, 401k, Roth IRA, Wealth Management..., College Savings Plans, ETFs, Retirement Plan..., Wealth Management, Simple IRA, Personal Financial..., Securities, SEP IRA, Separately Managed..., Investment Management, Qualified Retirement..., Personal Finance, Certified Financial..., Financial Planning

Education
Middle Tennessee State University   1972 — 1977
Bachelor of Business Administration (B.B.A.), Finance, English

Old Hickory Academy   1970 — 1972

John Kraft CFP® John Kraft CFP® Cleveland/Akron, Ohio Area Details
John Kraft CFP®'s Raymond James Financial Services Experience November 2012 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services   November 2012 - Present
Chase Investments  May 2003 - November 2012

Skills
Financial Advisory, Series 7, Financial Analysis, Wealth Management, Investments, Mutual Funds, Public Speaking, Strategic Financial..., Asset Allocation, Investment Strategies, Retirement Planning, Finance, Securities, Uniform Combined State..., Estate Planning, Retirement, Investment Advisory, Portfolio Management, Process Improvement, Fixed Annuities

Education
College for Financial Planning   2010 — 2013
Certifed Financial Planner, Certification

Cleveland State University   1991 — 1996
BA, ECON, PSYCH

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

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

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

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

Matthew E. Sachar, CFP® Matthew E. Sachar, CFP® Greater Boston Area Details
Matthew E. Sachar, CFP®'s Raymond James Financial Services Experience November 2008 - Present
Job Financial Advisor at Raymond James Financial Services and President/Owner of Falcon Financial Corp.
Industry Financial Services
Experience
Raymond James Financial Services   November 2008 - Present
Falcon Financial Corp.   November 2008 - Present
Morgan Stanley  April 2000 - November 2008

Skills
Portfolio Management, Mutual Funds, Securities, Series 7, Financial Advisory, Retirement Planning, Uniform Combined State..., Licensed Life Insurance..., Series 63, Finance, Annuity Sales, FINRA, Estate Planning, Asset Allocation, Fixed Annuities, Series 66, Series 31, Series 9, Series 10

Education
Bentley University   1994 — 1998
Economics & Finance

Swampscott High School   1992 — 1994

St. John's Prep   1990 — 1992

Gordon Marshall Gordon Marshall Newport, Rhode Island Details
Gordon Marshall's Raymond James Financial Services Experience March 2007 - Present
Job Western Division Director at Raymond James at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   March 2007 - Present

Education
Boston University - School of Management   1974 — 1978
Bachelor of Business Administration (BBA)

Gabriel Fancher, MBA, MA Gabriel Fancher, MBA, MA Murfreesboro, Tennessee Details
Gabriel Fancher, MBA, MA's Raymond James Financial Services Experience February 2001 - January 2002
Job Financial Advisor at FirstBank Investment Partners
Industry Financial Services
Experience
FirstBank Investment Partners   July 2014 - Present
Southern Community Bank and The Financial Group, LLC   August 2012 - June 2014
Rutherford County Young Republicans   November 2010 - March 2013
Anthem Career College  December 2010 - August 2012
Blue Horseshoe Investments and Research   August 2004 - August 2012
Daymar Institute  June 2011 - March 2012
Wells Fargo Advisors  2003 - 2004
U.S. Bank   2002 - 2003
Raymond James Financial Services   February 2001 - January 2002
Dell  January 2000 - February 2001

Skills
Investment Advisory, Wealth Management, Strategic Financial..., Leadership, Investments, Financial Analysis, Risk Management, Economics, Portfolio Management, Mutual Funds, Retirement, Teaching, Insurance, Securities, Public Speaking, Entrepreneurship, Banking, Financial Advisory, Customer Service, Small Business, Management, Research, Coaching, Marketing, Team Building, Life Insurance, Budgets, Estate Planning, Retirement Planning, Financial Modeling, Leadership Development, Public Relations, Fixed Annuities, Analysis, Strategic Planning, Options, Asset Managment, Building Relationships, Bonds, Annuities, Financial Planning, Budgeting, Asset Management, Problem Solving, Business Planning, Project Planning, Finance, Social Media, Financial Services

Education
Middle Tennessee State University   2010 — 2012
MA, Economics

Middle Tennessee State University   2006 — 2008
MBA, Finance

Western Kentucky University   1995 — 2000
BA, Economics, Spanish, Sociology

Scott A. Ferguson Scott A. Ferguson Albany, New York Area Details
Scott A. Ferguson's Raymond James Financial Services Experience July 1995 - June 2013
Job Financial Advisor Experienced Wealth Management Professional
Industry Financial Services
Experience
Ferguson Financial Planning   July 2013 - Present
Raymond James Financial Services   July 1995 - June 2013

Skills
Financial Advisory, Securities, Finance, Wealth Management, Retirement Planning, Investment Strategies, Portfolio Management, Uniform Combined State..., Series 7, Asset Allocation, Retirement, Mutual Funds, Investment Advisory, Investments, 401k, Fixed Annuities, Strategic Financial..., Estate Planning, Alternative Investments, Asset Management, Equities

Education
Siena College   1979 — 1981
BBA Finance, Marketing

Eastern Michigan University   1977 — 1979
None, General

Priscila Drumond Costa Priscila Drumond Costa Clearwater, Florida Details
Priscila Drumond Costa's Raymond James Financial Services Experience April 2014 - Present
Job Project Manager at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   April 2014 - Present
Raymond James Financial Inc.  October 2010 - April 2014
Raymond James Financial Inc.  April 2006 - October 2010

Skills
Microsoft Office, Analysis, Project Management, Business Analysis, Process Improvement, Finance, Program Management, Research, Public Speaking, SQL, Investments, Vendor Management, SDLC, Risk Management, Financial Services, Visio

Education
Boston University   2014 — 2015
Master's of Science in Project Management, Project Management

University of South Florida   2011 — 2013
Bachelor of Science (B.S.), Business Management

Marek Blaskovic MBA CFP® CRPC® Marek Blaskovic MBA CFP® CRPC® Albuquerque, New Mexico Details
Marek Blaskovic MBA CFP® CRPC®'s Raymond James Financial Services Experience August 2005 - August 2007
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds  January 2013 - Present
Goldman Sachs  March 2010 - January 2013
Franklin Templeton Investments  November 2007 - March 2010
Raymond James Financial Services   August 2005 - August 2007

Education
University of Tampa - John H. Sykes College of Business   2003 — 2005
MBA, Finance

Illinois State University   2001 — 2003
B.S., Finance

Lisa Esker Lisa Esker Saint Petersburg, Florida Details
Lisa Esker's Raymond James Financial Services Experience August 1993 - June 1999
Job Customer Service Professional
Industry Insurance
Experience
State Farm  September 2014 - Present
LifeVantage  August 2014 - Present
Cognosante  February 2014 - April 2014
ASPire Financial Services, LLC  March 2013 - August 2013
Raymond James Financial Inc.  January 2006 - March 2013
JL Ventures LLC   February 2007 - September 2008
Raymond James Financial Inc.  September 2001 - January 2006
Raymond James Financial Inc.  March 2000 - September 2001
Raymond James Financial Inc.  June 1999 - March 2000
RAYMOND JAMES FINANCIAL SERVICES   August 1993 - June 1999

Skills
Performance Metrics, Development & delivery..., Operations Management, Situational Leadership, Strategic Communications, Strategic Planning, Team Building, Management, Leadership, Change Management, Vendor Management, Performance Management, Human Resources, Financial Services, Budgets, Business Analysis, 401k, Customer Service, Process Improvement, Insurance, Banking, Telephony, 403 b, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Series 7, IRAs, Mutual Funds, Retirement, Retirement Planning, Employee Benefits, Securities, FINRA, Investments, Strategic Financial..., Portfolio Management, Business Process..., Fixed Annuities, Finance, Investment Advisory, CRM, Training, Financial Advisory, Asset Management, Coaching, Analysis, Defined Benefit, Small Business

Education
Southern Illinois University, Edwardsville   1989 — 1993
Education/Music

Eastern Illinois University   1991 — 1992
Early Childhood Eduation

Southwestern Illinois College   1989 — 1992
AA, Elementary Education, Music

Vanessa Wiseman Vanessa Wiseman Springfield, Illinois Details
Vanessa Wiseman's Raymond James Financial Services Experience September 1999 - August 2000
Job Fundraising and Special Events Manager at American Diabetes Association
Industry Nonprofit Organization Management
Experience
American Diabetes Association  February 2013 - Present
Big Brothers Big Sisters of the Illinois Capital Region   August 2000 - February 2013
Raymond James Financial Services   September 1999 - August 2000
Northwestern Mutual  February 1997 - August 1999

Skills
Community Outreach, Event Planning, Philanthropy, Program Development, Event Management, Community Development, Public Relations, Public Speaking, Annual Giving, Fundraisers, Volunteer Recruiting, Sponsorship, Diabetes, Giving Back, Social Media, Leadership Development, Program Management, Stewardship, Press Releases, Marketing, Newsletters, Board Development, Media Relations, Social Networking, Marketing Communications, Strategic Communications, Research, Grants, Internal Communications, Social Media Marketing, Strategic Planning, Facebook, Publicity, Budgets, Leadership, Advertising, Non-profit..., Grant Writing, Email Marketing, Raiser's Edge, Training, Donor Management, Marketing Strategy, Proposal Writing, Coaching, Association Management, Board Relations, Donations, Team Building, Alumni Relations

Education
Lincoln Land Community College   1994 — 1995
Business Administration and Management, General

Taylorville High School   1990 — 1994
High School Diploma

Andrew Braxton Andrew Braxton Barberton, Ohio Details
Andrew Braxton's Raymond James Financial Services Experience June 2000 - July 2011
Job Regional Sales Specialist at The Home Depot
Industry Investment Management
Experience
The Home Depot  January 2012 - July 2014
Kendrew Development Services   January 2006 - October 2013
Raymond James Financial Services   June 2000 - July 2011

Skills
Business Analysis..., Outlook), Software..., Project Management..., time tracking tools,..., advanced quality..., execution, and defect..., Management, Project Management, Customer Service, Sales, Team Leadership, Negotiation

Education
Davenport University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, A

Dr. Mark Matheson Dr. Mark Matheson Buena Vista, Virginia Details
Dr. Mark Matheson's Raymond James Financial Services Experience 1996 - 2011
Job Mentor for YSAs
Industry Education Management
Experience
Southern Virginia University  2011 - Present
YSAs   2010 - Present
BYU Hawaii  September 2010 - April 2011
Raymond James Financial Services   1996 - 2011

Skills
Finance, Investments, Financial Analysis, Public Speaking, Investment Advisory, Financial Advisory, Securities, Portfolio Management, Leadership, Strategic Planning, Strategic Financial..., Teaching, Research, Analysis, Microsoft Word, Time Management, Critical Thinking, Data Analysis, Editing, Financial Modeling, Business Strategy, Management, Entrepreneurship, Start-ups, Higher Education, Sales, Mergers, Team Leadership

Education
University of Phoenix   2000 — 2004
Doctorate, Organizational Leadership; Honesty Practices of Business Leaders

Harvard Business School   1984 — 1986
MBA, Investments

Southern Virginia University

Southern Virginia University

Thom Panos, CFP, ChFC, Thom Panos, CFP, ChFC, Tampa/St. Petersburg, Florida Area Details
Thom Panos, CFP, ChFC,'s Raymond James Financial Services Experience May 2003 - Present
Job Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   May 2003 - Present
AXA Advisors  February 1996 - January 2001

Skills
Small Business, Series 7, Retirement, 401k, Retirement Planning, Mutual Funds, Wealth Management, Finance, Securities, Financial Advisory, Wealth, Portfolio Management, Estate Planning, Strategic Financial..., Equities, Disability Insurance, Insurance, Financial Planning

Education
Indiana State University - School of Business   1982 — 1987
BS, Accounting & Computer Science

Summer classes at Purdue, Notre Dame
Computer Science

Karl D. Jensen, CFP ® Karl D. Jensen, CFP ® Greater Minneapolis-St. Paul Area Details
Karl D. Jensen, CFP ®'s Raymond James Financial Services Experience August 2010 - July 2012
Job Case Manager at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group  May 2014 - Present
Endura Financial  September 2012 - April 2014
Raymond James Financial Services   August 2010 - July 2012
Advanced Wealth Management Group   April 2008 - August 2010
Wachovia Retirement Services  September 2004 - April 2008
Galyan's  April 2003 - September 2004

Skills
Investments, Estate Planning, Retirement Planning, Strategic Financial..., Asset Allocation, Fixed Annuities, Insurance, Risk Management

Education
The American College   2008 — 2010
CFP® Certification Program

Crown College   1995 — 1999
B.S., Business Administration

Janice McGarry Janice McGarry Greater Boston Area Details
Janice McGarry's Raymond James Financial Services Experience May 1998 - November 1999
Job
Industry Financial Services
Experience
Wealth Management Advisors, LLC   July 2015 - Present
Wealth Management Advisors   August 2010 - July 2015
Colman Knight Advisory Group, LLC   October 2001 - August 2010
Tucker Anthony  November 1999 - October 2001
Raymond James Financial Services   May 1998 - November 1999
Honeywell  1980 - 1988

Skills
Investments, Strategic Financial..., Asset Managment, Portfolio Management, Investment Advisory, Wealth Management, Financial Analysis, Retirement, Mutual Funds, Financial Advisory, Accounting, Retirement Planning, Estate Planning, Asset Allocation, Asset Protection, Personal Finance, Series 65, FINRA, Financial Planners, Small Business, Asset Management, Series 7, Financial Services, Finance

Education
Fisher College   1984 — 1986
AS

John R James John R James Orange County, California Area Details
John R James's Raymond James Financial Services Experience April 2010 - Present
Job CFP®, Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services   April 2010 - Present
Raymond James Financial  June 2002 - May 2010
Push America  January 2005 - September 2005

Skills
Retirement Planning, Estate Planning, Asset Allocation, Strategic Financial..., Wealth Management, Investment Advisory

Education
California State University-Fullerton
BA, Finance, Political Science

El Modena High School

Conrad Zils Conrad Zils Greater Milwaukee Area Details
Conrad Zils's Raymond James Financial Services Experience 1996 - 1999
Job Global Director, Commercial Center of Excellence at GE Healthcare
Industry Medical Devices
Experience
GE Healthcare  March 2012 - Present
GE Healthcare  October 2010 - March 2012
General Electric  2008 - 2010
GE Capital  2006 - 2008
GE Capital  2002 - 2006
General Electric  2001 - 2002
Raymond James Financial Services   1996 - 1999

Skills
Channel Management, Market Development, Go-to-market Strategy, Segmentation, Six Sigma, Business Strategy, Sales Force..., Customer Experience, Cross-functional Team..., Marketing Strategy, Sales Management, Acquisition Integration, Sales Operations, Account Management, Analytics, Forecasting, Sales Effectiveness, Sales Process, Channel Partners, Program Management, Process Improvement, Salesforce.com, Cross Selling, Channel Strategy, Market Coverage, Commercial Operations, Leadership, Business Development, Commercial Excellence, Selling, Management

Education
The University of Connecticut School of Business   1999 — 2001
MBA, Finance & Marketing

Columbia Business School   2010 — 2010
Global Account Management Certification, Sales Management

The University of Connecticut School of Business   1992 — 1996
Business Administration, Finance

Michael Fisette Michael Fisette Greater Seattle Area Details
Michael Fisette's Raymond James Financial Services Experience February 2010 - Present
Job President, Fisette Financial Services, LLC; Financial Advisor, Raymond James Financial Services
Industry Financial Services
Experience
Fisette Financial Services, LLC, An Independent Firm   February 2010 - Present
Raymond James Financial Services   February 2010 - Present
Merrill Lynch  January 2001 - February 2010
Bank of America  2000 - 2002
Bank of America  1997 - 1998
U.S. Coast Guard   1976 - 1996

Skills
Portfolio Management, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Financial Advisory

Education
Seattle University   1993 — 1996
Master of Science, Finance

George Mason University   1987 — 1993
BS, Decision Science & Management Information Systems

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

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

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

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

Capiz Calloway Capiz Calloway Greater Atlanta Area Details
Capiz Calloway's Raymond James Financial Services Experience February 2008 - Present
Job Financial Consultant and Insurance Professional
Industry Financial Services
Experience
Advanced Financial Strategies - an Independent Firm   April 2008 - Present
Raymond James Financial Services   February 2008 - Present
Specialized Title Services, Inc.   May 1998 - February 2009

Skills
Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Securities, Real Estate, Portfolio Management, Finance, Retirement, Underwriting, Mutual Funds, Insurance, Estate Planning, Series 7, Fixed Annuities, Due Diligence, 401k, Business Development, Analysis, Strategic Planning, Asset Management, Financial Modeling, Series 63, Financial Analysis, Mergers & Acquisitions, Valuation, Asset Allocation, Risk Management, Small Business, Mortgage Lending, Banking, Employee Benefits, Series 6, Loans, Strategy, Long-term Care, Financial Services, Disability Insurance, Corporate Governance, Business Planning, Commercial Real Estate, Investment Strategies, Health Insurance, Entrepreneurship, Financial Planning

Education
Georgia State University   2002 — 2005
BBA, magna cum laude, International Business Management

American University   1998 — 2001
N/A, US Foreign Policy, Justice and Diplomacy

Atlanta International School   1984 — 1998
Bilingual IB

Frank Mammoliti Frank Mammoliti San Antonio, Texas Area Details
Frank Mammoliti's Raymond James Financial Services Experience May 2007 - November 2008
Job Diabetic Therapy Associate at Medtronic Diabetes
Industry Medical Devices
Experience
Medtronic Diabetes  December 2012 - Present
USAA  February 2010 - August 2012
MassMutual Financial Services  December 2008 - January 2010
Raymond James Financial Services   May 2007 - November 2008
Baxter BioScience  December 2004 - May 2007
Zimmer  April 2001 - December 2004

Skills
Customer Service

Education
Old Dominion University   1996 — 1998
MS, Education

California State University-Sacramento   1992 — 1996
BS, Physical Education

Christopher Grogan Christopher Grogan Greater Boston Area Details
Christopher Grogan's Raymond James Financial Services Experience May 2012 - December 2014
Job Portfolio Analyst at Boston Advisors, LLC
Industry Investment Management
Experience
Boston Advisors, LLC  December 2014 - Present
Cornerstone Financial Partners LLC  May 2013 - December 2014
Raymond James Financial Services   May 2012 - December 2014
Cornerstone Financial Partners LLC  May 2012 - May 2013
State Street Corporation  June 2011 - August 2011

Education
Level III Candidate in the CFA Program

College for Financial Planning
Accredited Wealth Management Advisor

Gordon College   2008 — 2012
Bachelor's, Finance, Economics

Dave Moore, RFC Dave Moore, RFC Tulsa, Oklahoma Details
Dave Moore, RFC's Raymond James Financial Services Experience September 1996 - Present
Job Financial Planner at Raymond James Financial Services
Industry Investment Management
Experience
Raymond James Financial Services   September 1996 - Present

Skills
Strategic Financial..., Securities, Financial Advisory, Retirement, Estate Planning, Finance, Investments, Management, Financial Analysis, 401k, Retirement Planning, Wealth Management, Financial Services, Strategic Planning, Leadership, Mutual Funds, Financial Planning, Customer Service, Series 7, Asset Management

Education
College for Financial Planning   1994 — 1997
CFP Professional Education Program, Comprehensive Financial Planning

Defense Language Institute   1988 — 1989
Foreign Language Center, Civil Affairs

Northeastern State University   1979 — 1983
Bachelor of Science, Business Administration

Leadership & Reputation Academy

Jesse Brooks Jesse Brooks New York, New York Details
Jesse Brooks's Raymond James Financial Services Experience October 2007 - May 2009
Job Financial / Operational Examiner at FINRA
Industry Financial Services
Experience
FINRA (Financial Industry Regulatory Authority)   July 2013 - Present
Interactive Brokers Group  August 2009 - July 2013
Raymond James Financial Services   October 2007 - May 2009

Skills
International Finance, Operational Strategy, Business Process..., Financial Analysis, Account Reconciliation, Cost-benefit Analysis, Mentoring Of Staff, Compliance, Sales Operations, P&L Accountability

Education
Bentley University   2005 — 2009
Bachelor of Science, Corporate Finance and Accounting

Tyler Colling Tyler Colling Bad Axe, Michigan Details
Tyler Colling's Raymond James Financial Services Experience June 2011 - Present
Job Financial Advisor at Raymond James Financial Services Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services   June 2011 - Present

Education
Grand Valley State University   2002 — 2006
Group Science Major Biology Emphasis, Elementary Education and Teaching

Grand Valley State University   2002 — 2006

Constance Capco, CFP® Constance Capco, CFP® Tampa/St. Petersburg, Florida Area Details
Constance Capco, CFP®'s Raymond James Financial Services Experience August 1998 - December 2000
Job Second Vice President / Sales Practice Principal at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company  March 2013 - Present
The Northern Trust Company  January 2001 - March 2013
Vision Investment Services, Inc.   January 2001 - September 2011
Raymond James Financial Services   August 1998 - December 2000
The Harrell Corporation   June 1995 - August 1998
Overmeyer, Penning and Associates, Inc.   December 1993 - June 1995

Skills
Registered..., Certified Financial..., Asset Allocation, Investments, Retirement Planning

Education
Eckerd College   1989 — 1993
Bachelor of Arts, International Business

Forest High School - Ocala Florida   1985 — 1989

Jeff Moorhouse Jeff Moorhouse Carpinteria, California Details
Jeff Moorhouse's Raymond James Financial Services Experience 2009 - Present
Job Certified Financial Planner™
Industry Financial Services
Experience
Raymond James Financial Services   2009 - Present
Local Agency Formation Committee (LAFCO)   March 2010 - Present
Carpinteria Sanitary District   January 1997 - Present
California Association of Sanitation Agencies   August 2009 - Present
Raymond James Financial Services, Inc  May 2009 - Present
Carpinteria Lions Club   July 2014 - Present
Carpinteria Lions Club   July 2013 - June 2014
California Avocado Festival   January 2001 - December 2013
Carpinteria High School   August 1996 - December 2011

Skills
Investments, Securities, Financial Advisory, Portfolio Management, Retirement Planning, Public Speaking, Series 7, Estate Planning, Marketing, Financial Planners, Coaching, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Asset Allocation, Insurance, Series 63, Fixed Annuities, Asset Managment

Education
California State University-Northridge   1982 — 1985
Political Science and Government

Santa Barbara City College   1980 — 1982
Law and Society

Jackie Kimmel, CFP® Jackie Kimmel, CFP® Harrisburg, Pennsylvania Area Details
Jackie Kimmel, CFP®'s Raymond James Financial Services Experience July 1997 - Present
Job Frampton Kimmel Group, an independent firm
Industry Financial Services
Experience
Frampton Kimmel Group   June 2002 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   July 1997 - Present
Raymond James Financial Services   July 1997 - Present
Members Investment Services   July 1997 - June 2002

Education
College for Financial Planning   1999 — 2003

Cynthia Perini Cynthia Perini Washington D.C. Metro Area Details
Cynthia Perini's Raymond James Financial Services Experience December 1994 - December 2003
Job Senior Vice President, Branch Manager, Recruiting Manager at Hendershot Financial Group
Industry Investment Management
Experience
Hendershot Financial Group   April 2009 - Present
Lincoln Investment Planning  April 2009 - Present
Sovereign Bank  September 2004 - April 2009
Raymond James Financial Services   December 1994 - December 2003
Home Federal Savings Bank/Farmers & Mechanics Bank/Mercantile   June 1985 - December 2003

Skills
Coaching, Financial Training, Retirement Educator, Advisor Development, Career Guidance, Talent Acquisition, Strategic Financial..., Advisory Services and..., Wealth Management, Onboarding, Mutual Funds, Series 7, Retirement Planning, Securities, Asset Allocation, FINRA, Investments, Fixed Annuities, Series 24, Uniform Combined State..., Series 65, Asset Managment

Education
Hood College   1986 — 1989
MBA, Human Resource Management/Marketing

James Madison University   1980 — 1984
BA, Finance and Economics

James Madison University - College of Business   1980 — 1984
BS, Finance and Economics

North Hagerstown High School   1976 — 1980
College Bound

Hugh Miller Arant III, MBA Hugh Miller Arant III, MBA Greenwood, Mississippi Details
Hugh Miller Arant III, MBA's Raymond James Financial Services Experience February 2007 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   February 2007 - Present

Skills
Investment Advisory, Retirement Planning, Investment Strategies, Retirement Plan..., Retirement Income..., Retirement Solutions

Education
Florida State University   2010 — 2011
Certificate in Financial Planning, Financial Planning

Delta State University   2004 — 2008
Master of Business Administration (MBA), Business Administration, Management and Operations

Delta State University   1998 — 2003
Bachelor's Degree, Business Administration, Management and Operations

Jeannie Morrison Jeannie Morrison Zanesville, Ohio Details
Jeannie Morrison's Raymond James Financial Services Experience February 2013 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Banking
Experience
Peoples Bank  February 2013 - Present
Raymond James Financial Services   February 2013 - Present
Huntington National Bank  February 2010 - February 2013
Chase  October 2008 - October 2009
Huntington National Bank  September 2000 - October 2008

Skills
Banking, Consumer Lending, Loans, Retail Banking, Customer Service, Investments, Commercial Lending, Cross Selling, Installment Loans, Series 6, Teamwork, Retirement Planning, Series 63

Education
Hocking College

Elaine Parrot Elaine Parrot Strasburg, Ohio Details
Elaine Parrot's Raymond James Financial Services Experience June 2012 - Present
Job Registered Investment Representative at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   June 2012 - Present

Skills
Managing Finances, Series 7, Retirement Planning, Wealth Management, Managing Accounts, Investment Advisory, Series 63, Asset Allocation, Mutual Funds, Retirement, Securities, Investment Strategies, Financial Advisory, Business Control, 401k Rollovers

Education
Malone College   1996 — 1998
Bachelor of Business Administration (B.B.A.)

Kent State University   1991 — 1994
Associate of Science (A.S.), Electrical and Electronics Engineering

Tusky Valley   1970 — 1984

Kevin Beamon, ChFC Kevin Beamon, ChFC Scottsdale, Arizona Details
Kevin Beamon, ChFC's Raymond James Financial Services Experience March 1994 - March 2008
Job Chartered Financial Consultant at Camelback Wealth Strategies, LLC
Industry Investment Management
Experience
Camelback Wealth Strategies, LLC   March 2008 - Present
LPL Financial  2008 - Present
Raymond James Financial Services   March 1994 - March 2008

Skills
Retirement Planning, Estate Planning, Investment Advisory, Strategic Financial..., Investments, Entrepreneurship, Personal Finance, FINRA, Series 7, Mutual Funds, Series 63, Securities, Insurance, Financial Advisory, Finance, Financial Services, Management, Wealth Management..., Wealth Management, Asset Management

Education
The American College
Chartered Financial Consultant, Advanced Financial Planning

Grand Canyon University   1982 — 1987
Bachelors, Business Administration, Computer Science, and Music Education

Jessica Burns, MBA Jessica Burns, MBA Orlando, Florida Area Details
Jessica Burns, MBA's Raymond James Financial Services Experience November 2005 - October 2006
Job Business Manager developing strategy, efficiency and the bottom line
Industry Construction
Experience
R L Burns Inc.  November 2006 - Present
US Concepts  March 2006 - January 2009
Raymond James Financial Services   November 2005 - October 2006

Skills
Strategic Planning, Business Development, Construction, Contract Negotiation, Budgets, Team Building, Leadership, Contract Management, Marketing, New Business Development, Process Scheduler, Management, Sales Presentations, Sales, Customer Service, Customer Retention, Sales Leads

Education
Barry University - Dwayne O. Andreas School of Law   2014 — 2018
Juris Doctor (J.D.)

University of Central Florida   2007 — 2010
MBA, Management

University of South Florida   2002 — 2006
B.A, Organizational Communication

Todd M. Parsons Todd M. Parsons Montgomery, Alabama Area Details
Todd M. Parsons's Raymond James Financial Services Experience June 2011 - Present
Job Partner, ParsonsBroach Financial Services, LLC Financial Advisor RJFS
Industry Investment Management
Experience
Raymond James Financial Services   June 2011 - Present
Synovus  August 2001 - June 2011
Morgan Keegan & Co Inc  October 1988 - August 2001

Skills
Securities, Financial Advisory, Series 7, Retirement Planning, Portfolio Management, Asset Allocation, Strategic Financial..., Estate Planning, Investments, Asset Managment, Investment Advisory, Investment Strategies, Uniform Combined State..., Financial Analysis, Mutual Funds, 401k Plans, Stocks, Bonds, Unit Trusts, Municipal Bonds, Life Insurance, Trust Services, Trust Management, Charitable Trusts, Endowments, Charitable Gift Planning, Cash Balance Retirement..., Finance, Financial Services

Education
Auburn University   1983 — 1988
Bachelor’s Degree, Finance, General

Trinity Presbyterian School   1971 — 1983

Ronya Fears Ronya Fears Greater Atlanta Area Details
Ronya Fears's Raymond James Financial Services Experience January 2008 - August 2008
Job Insurance and Finance Professional in Search of Position with Insurance or Finance company
Industry Insurance
Experience
Unemployed  UnderwiterSouthern Insurance Underwriters, Inc.2009 - 2015
Southern Insurance Underwriters, Inc.   2009 - 2015
State Farm Insurance Co.  November 2013 - July 2014
Kaiser Permanente  August 2011 - April 2012
Kaiser Permanente  July 2010 - August 2011
Brown & Brown Insurance of GA, Inc   September 2008 - December 2008
Raymond James Financial Services   January 2008 - August 2008
Wachovia Insurance Services - Personal Lines Insurance   April 2006 - October 2007
State Farm Insurance Companies  March 2002 - March 2006
Auburn University  September 1997 - June 1999

Skills
Insurance, Lotus Notes, Workshop Facilitation, Invoicing, Office Management, Pricing, Customer Service, Sales, Microsoft Excel, Finance, Marketing, Microsoft Word, Microsoft Office, Residence Life, Healthcare, Office Administration, Contract Negotiation, Meeting Scheduling, Meeting Planning, Appointment Scheduling, Following Up, Health Insurance, Management

Education
Auburn University   1995 — 1999
Bachelor of Science, Business Administration; Marketing

Huffman High School   1991 — 1995
Honors diploma

Ryan Reming Ryan Reming Phoenix, Arizona Area Details
Ryan Reming's Raymond James Financial Services Experience April 2014 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services   April 2014 - Present
Roosevelt Group   January 2011 - Present
Charles Schwab  November 2013 - April 2014
Charles Schwab  September 2012 - November 2013
Raymond James Financial Inc.  April 2012 - September 2012

Skills
Data Analysis, Financial Analysis, Forecasting, Microsoft Excel, Leadership, Financial Markets, Asset Allocation, Wealth Management, Strategic Leadership, Financial Modeling, Adobe Creative Suite, International Economics, Photoshop, InDesign, Business Development, Producing, Business Planning, Communication, Investment Advisory, Investments, Asset Management, Portfolio Management, Securities, Finance, Mutual Funds, Series 7, Series 63

Education
Arizona State University, W. P. Carey School of Business   2009 — 2011
B.S. Economics, International Business, Communication

Alexander W. Hansen Alexander W. Hansen Tampa/St. Petersburg, Florida Area Details
Alexander W. Hansen's Raymond James Financial Services Experience 2011 - July 2013
Job Advisory Supervision Officer at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   May 2015 - Present
Raymond James Financial Services Advisors, Inc.   July 2014 - May 2015
Raymond James Financial Services Advisors, Inc.   July 2013 - July 2014
Raymond James Financial Services   2011 - July 2013
Gulfcoast Legal Services, Inc  May 2010 - August 2010
The Hartford  2007 - 2008

Skills
Public Speaking and..., Strategic Communications, Analitical, Innovativeness, Diligent, Client-focused, Coachable

Education
Stetson University College of Law   2008 — 2011
J.D., Law

Marist College   2004 — 2008
B.A./B.A, Economics and Political Science

Carrie Todd, CPA Carrie Todd, CPA Fort Myers, Florida Area Details
Carrie Todd, CPA's Raymond James Financial Services Experience October 2000 - May 2001
Job Sr Manager, Financial Operations at Gartner
Industry Accounting
Experience
Gartner  April 2015 - Present
Gartner  May 2012 - Present
Gartner  April 2007 - April 2012
Mantis Mobile Media, Inc   May 2006 - April 2007
Good Taste Inc dba Erika's   August 2005 - January 2006
Delmar Financial Corp   August 2003 - October 2005
Onclaut   2000 - 2005
Paramount Lending Corp   August 2000 - November 2003
Raymond James Financial Services   October 2000 - May 2001
Signature Mortgage Inc   May 1995 - August 2000

Skills
Financial Accounting, Internal Audit, International Accounting, SOX, Payroll Taxes, Corporate Tax, Business Analysis, Spend Analysis, Data Analysis, Oracle E-Business Suite, Oracle Discoverer, Hyperion, HFM, Excel, Access, Sage Business Works, Process Improvement, Process Mapping, Vendor Management, Training & Development, Software Implementation, Compliance, HR Policies, Photoshop, Dreamweaver

Education
Florida Gulf Coast University   2007 — 2009
Masters, Accounting & Taxation

Florida Gulf Coast University
BA, Finance

Lowell Senior High   1986 — 1990
Diploma

David Lusty David Lusty Sarasota, Florida Area Details
David Lusty's Raymond James Financial Services Experience June 2008 - February 2014
Job Retired & gainfully unemployed!
Industry Financial Services
Experience
Gainfully unemployed!   April 2015 - Present
CDL Properties, LLC   September 2005 - April 2015
Raymond James Financial Services   June 2008 - February 2014
West Virginia University Parkersburg  August 2007 - June 2008
David Lusty Financial Serivces, LLC   April 1997 - June 2006
Big Brothers Big Sisters of Athens   June 1987 - August 1990

Skills
Investments, Financial Advisory, Series 7, Securities, Financial Services, Management, Retirement Planning, Small Business, Fixed Annuities, Wealth Management, Marketing, Mutual Funds, Investment Advisory, Insurance, Coaching, Business Development, Portfolio Management, Sales, Start-ups, Estate Planning, Asset Management, IRAs, Strategic Financial..., Financial Planners, Retirement, Investment Strategies, Bonds, 401k, Entrepreneurship, Asset Allocation, Personal Finance, Business, High Net Worth..., Wealth, Investment Management, Harley Davidson, Long-term Care, Wealth Accumulation, Pensions, Relationship Management, Stocks, Organizational..., Organization, Real Estate, Employee Benefits, Life Insurance, Disability Insurance, Series 63, Long Term Care Insurance, Public Speaking

Education
Ohio University   1990 — 1992
MBA, Business

Marshall University   1978 — 1982
BA, History

Luke Terry, MBA Luke Terry, MBA Lansing, Michigan Area Details
Luke Terry, MBA's Raymond James Financial Services Experience August 2003 - July 2009
Job Financial Advisor at Rehmann
Industry Financial Services
Experience
Rehmann  August 2009 - Present
Raymond James Financial Services   August 2003 - July 2009
Terry Financial Group, LLC   August 2003 - July 2009
The Chimera Group LLP   July 2002 - July 2003
Peters Securities LP   June 1999 - June 2002

Skills
Retirement Planning, Investment Management, Securities, Analysis, Asset Managment, Portfolio Management, Investments, Equities, Fixed Income, Valuation, Financial Modeling, Alternative Investments, Hedge Funds, Wealth Management, Financial Analysis, Trading, Strategic Financial..., Corporate Finance, Risk Management, Private Equity

Education
The University of Chicago Booth School of Business   2006 — 2009
MBA, Finance and Entrepreneurship

Michigan State University   1996 — 1999
BA, Finance

Hope College   1994 — 1995

East Lansing   1991 — 1994

Heather Stiles, CRPC Heather Stiles, CRPC San Francisco Bay Area Details
Heather Stiles, CRPC's Raymond James Financial Services Experience 2011 - Present
Job Branch Manager at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services   2011 - Present
Raymond James Financial Services, Inc.   1998 - Present
Raymond James Financial Services   July 1992 - Present
Baikie & Alcantara Investments   January 1987 - June 1992
Dean Witter  August 1981 - January 1987

Skills
High Net Worth..., Retirement Planning, Strategic Financial..., Investments, Estate Planning, Financial Analysis, Asset Management, Financial Planning, Stockbroking, Trust Services, Philanthropy

Education
College for Financial Planning
CRPC, Retirement Planning

University of California, Berkeley   1975 — 1984
M.F.A., Sculpture

Chuck Lanford Chuck Lanford Greater Atlanta Area Details
Chuck Lanford's Raymond James Financial Services Experience 1997 - Present
Job CERTIFIED FINANCIAL PLANNER™, Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   1997 - Present
US Army Reserve  2001 - Present
US Army  1993 - 1996
Alabama Army National Guard  1988 - 1993

Skills
Retirement, Strategic Planning, Strategic Financial..., Financial Advisory, Investment Advisory, Securities, Risk Management, Retirement Planning, Asset Management, Financial Analysis, Investments, Finance, Sales, Financial Planning, Management

Education
Boston University   2011 — 2013
Financial Planning

Auburn University   1988 — 1993
BS, Civil Engineering

Erika Glem Erika Glem Princeton, Minnesota Details
Erika Glem's Raymond James Financial Services Experience March 2005 - December 2005
Job Store Manager at I Want Communications TCC
Industry Wireless
Experience
Hire Authority Staffing, LLC   September 2011 - October 2012
Advantage Administrative Solutions   May 2009 - January 2012
Atlas Staffing / First Op LLC   March 2009 - May 2009
Westaff / Life Fitness   January 2008 - October 2008
Latterell Builders, Inc   January 2007 - September 2007
Westaff / Life Fitness   October 1998 - September 2007
Raymond James Financial Services   March 2005 - December 2005
Isanti Co. Family Services   January 2004 - June 2004

Skills
Staffing Services, Customer Relations, Team Building, Outlook, Microsoft Excel, Email Marketing, Direct Mail, Newsletters, Cards, Social Networking, Announcements, Recruiting, Small Business, Social Media Marketing, Business Networking, Data Entry

Education
Anoka Ramsey Community College   2004 — 2008
AAS, Business Mangement & Marketing

Michael Siudara Michael Siudara Traverse City, Michigan Details
Michael Siudara's Raymond James Financial Services Experience May 2013 - August 2013
Job Financial Accountant at Heritage Sustainable Energy
Industry Renewables & Environment
Experience
Heritage Sustainable Energy   April 2014 - Present
Raymond James Financial Services   May 2013 - August 2013
Blue Bell Private Wealth Management  January 2013 - April 2013
Zeta Sigma Fraternity   January 2011 - December 2012

Education
Spring Arbor University   2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, 3.94

Alma College   2010 — 2013
Bachelor of Arts, Business Administration, Cum Laude

Alicia Struble Alicia Struble Clarksville, Tennessee Details
Alicia Struble's Raymond James Financial Services Experience July 2005 - Present
Job Financial Advisor and Partner
Industry Investment Management
Experience
Raymond James Financial Services   July 2005 - Present

Skills
Retirement Income..., Investments, Strategic Financial..., Financial Advisory, Securities, Finance, FINRA, Asset Allocation, Small Business, Mergers & Acquisitions, Portfolio Management, Personal Finance, Series 7, Series 66, Life Insurance

Education
Austin Peay State University

Geri Leland Geri Leland Greater Chicago Area Details
Geri Leland's Raymond James Financial Services Experience January 2000 - October 2010
Job President at G. J. Leland & Associates, Inc.
Industry Financial Services
Experience
G. J. Leland & Associates, Inc.   1994 - Present
Raymond James Financial Services   January 2000 - October 2010

Skills
Process Improvement, Series 7, Strategic Planning, Leadership, Microsoft Office, Retirement Planning, Customer Service, Microsoft Excel, Insurance, Investments, Asset Management, Management, Mutual Funds, Strategic Financial..., Asset Managment, Budgets, Asset Allocation, Team Building, Financial Analysis, Business Analysis, Risk Management, Inventory Management, Public Speaking, Microsoft Word, 401k, Defined Benefit, Profit Sharing Plans

Education
College of Lake County   2012 — 2016
Accounting

Northeastern Illinois University
BA, Psychology

Brittany Webber Brittany Webber Tampa, Florida Details
Brittany Webber's Raymond James Financial Services Experience September 2014 - Present
Job Business Development Associate at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   September 2014 - Present
Platinum Wealth Partners Inc  June 2013 - September 2014
Raymond James Financial Inc.  September 2012 - June 2013
Raymond James Financial Inc.  August 2011 - September 2012

Skills
Series 7, Mutual Funds

Education
Florida State University   2003 — 2007
Finance

Jeff Driscoll Jeff Driscoll Jacksonville, Florida Details
Jeff Driscoll's Raymond James Financial Services Experience January 2015 - Present
Job Financial Advisor at The Driscoll Group, Inc. An Independent Registered Investment Advisor
Industry Investment Management
Experience
The Driscoll Group, Inc. An Independent Registered Investment Advisor   January 2015 - Present
Raymond James Financial Services   January 2015 - Present
iMethods  January 2013 - January 2015
Fabiani & Company  October 2011 - November 2012
Hostess Brands  March 2011 - August 2011
Florida State University  May 2009 - December 2010
Raymond James Financial Inc.  May 2005 - August 2008
Publix Super Markets  May 2005 - August 2006

Skills
Retirement Planning, Wealth Management, Estate Planning, Investment Strategies, Risk Management, Series 7, Life & Health Insurance..., Investment Advisory, Asset Allocation, Variable Annuities, Mutual Funds, Investments, Securities, Strategy, Market Research, Policy Analysis, Government, International Research, Leadership, Research, Social Networking, International Relations, Analysis, Business Development

Education
Florida State University   2006 — 2011
Bachelor's Degrees, Biology and Psychology

Florida Community College at Jacksonville   2008 — 2008

University of North Carolina at Chapel Hill   2007 — 2007

Providence School   2002 — 2006

Paulette Vadnais Paulette Vadnais Greater Minneapolis-St. Paul Area Details
Paulette Vadnais's Raymond James Financial Services Experience January 2005 - August 2007
Job Front Desk Information at Hudson Hospital & Clinic/Volunteer
Industry Hospital & Health Care
Experience
Hudson Hospital  April 2009 - Present
Cochran Recovery Services, Inc.   June 2010 - June 2014
US Bank  October 2007 - January 2009
Raymond James Financial Services   January 2005 - August 2007

Skills
Customer Service, Medical Coding, CPT, Medical Terminology, ICD-9, Coordination, Accounts Payable, Confidentiality, Excel, Word, Data Entry, Telephone Skills, Problem Solving, Microsoft Word, Outlook, Invoicing, Research, Marketing, Customer Satisfaction, Healthcare

Education
Century College   2010 — 2010
Certified Coding Associate, Certified Coding Associate, A

University of Minnesota-Twin Cities   1978 — 1980
B.S., Family Relationships, 4.0

Clifford Cook Clifford Cook Tampa/St. Petersburg, Florida Area Details
Clifford Cook's Raymond James Financial Services Experience July 2015 - Present
Job Senior Investment Executive, Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   July 2015 - Present
Raymond James and Associates  February 2005 - July 2015
UBS  September 1997 - February 2005

Skills
Mutual Funds, Retirement Planning, Securities, Investments, Loans, Nonprofits, Portfolio Management, Commercial Lending, Wealth Management, Financial Advisory, Leadership, Finance, Public Speaking, Asset Allocation, Investment Advisory, Strategic Financial..., Banking, Risk Management, Financial Analysis, Financial Services, Mortgage Lending, Fixed Income, Bonds, IRAs, Insurance

Education
Florida State University   1976 — 1979
Bachelor of Science, Criminology/English

Miami Dade College   1975 — 1976
Associates Degree

Middle Tennessee State University   1974 — 1975
general studies

LSP '06

Melissa Joy, CFP® Melissa Joy, CFP® Greater Detroit Area Details
Melissa Joy, CFP®'s Raymond James Financial Services Experience 1999 - Present
Job Partner, Financial Planner at Center for Financial Planning, Inc.
Industry Investment Management
Experience
Center for Financial Planning, Inc.   August 1999 - Present
Raymond James Financial Services   1999 - Present

Skills
Due Diligence, Portfolio Management, Practice Management, Financial Planning, Asset Management, Private Wealth..., Sudden Money, Investments

Education
University of Michigan
Bachelor of Arts, Political Science

Boston University
Certificate in Financial Planning

Laura (Skiles) Frye Laura (Skiles) Frye Manhattan, Kansas Details
Laura (Skiles) Frye's Raymond James Financial Services Experience November 2014 - Present
Job Financial Advisor at Keating & Associates, Inc.
Industry Financial Services
Experience
Keating & Associates, Inc.   November 2014 - Present
Raymond James Financial Services   November 2014 - Present
Central National Bank  September 2010 - October 2014

Skills
Banking, Lines Of Credit, Consumer Lending, Loans, Team Building, Opportunity Management, Opportunity Assessment, Branch Management, Leadership, Coaching, Credit, Leadership Development, Customer Service, Cross Selling, Retail Banking, Financial Analysis, Customer Satisfaction, Branch Banking, Sales, Management, Public Speaking, Strategic Planning, Microsoft Office

Education
Manhattan Christian College   2007 — 2010
Bachelor of Science (BS), Management

Kansas State University   2006 — 2010

Nicole Shepherd Nicole Shepherd Traverse City, Michigan Details
Nicole Shepherd's Raymond James Financial Services Experience May 2009 - October 2014
Job Customer & Sales Specialist
Industry Financial Services
Experience
Raymond James  November 2014 - July 2015
Raymond James Financial Services   May 2009 - October 2014
Smith Barney  March 2008 - May 2009
Smith Barney  November 2003 - January 2008

Skills
Project Management, Sales Operations, Event Planning, Marketing Communications, Financial Services, Client Services, Marketing

Education
Grand Valley State University   2000 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Alisa Wilson Alisa Wilson Snohomish, Washington Details
Alisa Wilson's Raymond James Financial Services Experience June 2013 - August 2013
Job Student Assistant for Institutional Research & Effectiveness at LeTourneau University
Industry
Experience
LeTourneau University  2015 - Present
LeTourneau University  2015 - Present
LeTourneau University  2015 - Present
LeTourneau University  December 2014 - Present
Clearview Chiropractic & Massage LLC   2014 - Present
Raymond James Financial Inc.  May 2014 - August 2014
Toys R Us  May 2014 - August 2014
Raymond-James Financial Services  June 2013 - August 2013
Gold Creek Community Church   March 2008 - August 2013
Vicky Buchanan   July 2011 - July 2013

Skills
Data Entry, Filing, Microsoft Office, Sales, Cashiering, Public Speaking, Research, Microsoft Word, Customer Service, Microsoft Excel

Education
Everett Community College   2011 — 2013

Glacier Peak High School   2009 — 2013

LeTourneau University
Biology, General

Stephen Mazzei Stephen Mazzei Kingston, New York Details
Stephen Mazzei's Raymond James Financial Services Experience November 2012 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   November 2012 - Present
Morgan Stanley Wealth Management  April 2003 - November 2012

Skills
Retirement Planning, Personal Financial..., Securities, Fixed Income, Variable Annuities, Asset Allocation, Uniform Combined State..., Investment Advisory, Finance, Wealth Management, Series 7, Mutual Funds, Investments, Financial Advisory, Retirement, Financial Planning, Investment Strategies, Series 63

Education
Bentley College   1983 — 1987
Bachelor of Science, Economis/Finance

Rod Duxbury Rod Duxbury New London/Norwich, Connecticut Area Details
Rod Duxbury's Raymond James Financial Services Experience November 2010 - Present
Job
Industry Investment Management
Experience
Raymond James Financial Services   November 2010 - Present
Merrill Lynch  January 2005 - November 2010
British Army  August 1986 - October 2004
US Army - HQ TRADOC   August 2001 - August 2003
British Army  August 1993 - August 1995
British Army  August 1993 - August 1994
British Army  August 1992 - August 1993
British Army  August 1990 - August 1992
British Army  August 1987 - August 1990

Skills
Strategic Planning, Investment Strategies, Stocks, Portfolio Management, Risk Management, Investments, Coaching, Financial Advisory, Insurance, Asset Managment, Change Management, Estate Planning, Equities, Retirement Planning, Military, Wealth Management, Leadership Development, Analysis, Microsoft Excel, Financial Analysis, Finance

Education
The Open University   1998 — 2001
MBA, General

Manchester University   1997 — 1998
Master of Education (M.Ed.), Training and Development

Royal Military Academy Sandhurst   1987 — 1988
Queens Commission, Army Officer, Lieutenant

Keele University   1985 — 1986
Master of Education (M.Ed.), Math/geology, Masters

University of Wales, Swansea   1982 — 1985
Bachelor of Science (B.Sc.), Geological/Geophysical Engineering

Keith Krause Keith Krause Greater Chicago Area Details
Keith Krause's Raymond James Financial Services Experience April 2006 - October 2012
Job Registered Principal, Krause Investment Group
Industry Financial Services
Experience
Krause Investment Group   October 2012 - Present
Fleet 5 Chicago   April 2002 - Present
Raymond James Financial Services   April 2006 - October 2012
H & R Block Financial Advisors  February 2002 - April 2006
OLDE Discount Corp.   January 1999 - February 2002

Skills
Investments, Retirement Planning, Asset Allocation, Securities, Financial Planners, Series 65, FINRA, ETFs, Series 7, Finance, Investment Advisory, Mutual Funds, 401k, Bonds, Uniform Combined State..., Team Building, Wealth Management, Investment Management, Series 63, Fixed Annuities, Financial Advisory, Strategic Financial..., Asset Management, Series 24, Equities, Marketing, Financial Planning

Education
DePaul University   2000 — 2005
B.A., Marketing

LaLumiere School   1991 — 1994
Diploma, General

Melissa Lineberry Melissa Lineberry Columbus, Ohio Area Details
Melissa Lineberry's Raymond James Financial Services Experience 2000 - 2002
Job Account Manager for Genworth Mortgage Insurance
Industry Financial Services
Experience
Genworth US Mortgage Insurance  January 2007 - Present
MGIC  September 2003 - January 2007
Alliance Venture Mortgage   2002 - 2003
Raymond James Financial Services   2000 - 2002
Mid Am Bank  1989 - 2000

Skills
Mortgage Lending, Mortgage Industry, Underwriting, Mortgage Insurance, Residential Mortgages, Cross-functional..., Global Thinking, Highly resourceful, Sales, Mortgage Operations, Client Presentation, Product Training, Business Networking, Multi-level..., Analytical Skills, Mortgage Marketing, Refinance, Mortgage Banking, Credit, Loans, Marketing, FHA, Loan Origination, Insurance, Loan Servicing, Banking, Mortgage Underwriting, Credit Analysis

Education
Miami University   1989 — 1992
B.A., Housing and Interior Design

Carl Oleson, III Carl Oleson, III East Lansing, Michigan Details
Carl Oleson, III's Raymond James Financial Services Experience January 1990 - Present
Job Branch Manager at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   January 1990 - Present
Oleson Financial Group, LLC - Independent Firm   August 1988 - Present
Oleson Financial Group, LLC   January 1980 - Present

Skills
Series 7, Series 24, Series 51, Series 63, Series 65, Life, Accident and Health..., Group Medical Plans for..., Group Medical, Investments, Investment Strategies, Insurance, Estate Planning, Small Business, Strategic Financial..., Financial Services, Financial Advisory, Securities

Education
Michigan State University   1967 — 1971
Bachelor of Science Degree, Education

Maple City Glen Lake Community Schools   1960 — 1963

Vincent Lopes, CFP (R) Vincent Lopes, CFP (R) Garden City, New York Details
Vincent Lopes, CFP (R)'s Raymond James Financial Services Experience September 2009 - Present
Job VICE PRESIDENT/PARTNERNew York Wealth Management
Industry Financial Services
Experience
Raymond James Financial Services   September 2009 - Present
Salomon Smith Barney  March 2000 - September 2009

Skills
Securities, Investments, Wealth Management, Separately Managed..., Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Series 63, Series 7, Microsoft Excel, Mutual Funds, Series 65, Retirement, ETFs, Alternative Investments, Financial Services, Finance, Fixed Annuities, Series 24, Business Analysis, Equities, Portfolio Management, Asset Managment, Fixed Income, Variable Annuities, Estate Planning, Uniform Combined State..., IRAs, Financial Analysis, Bonds, Financial Planners, Insurance, High Net Worth..., Trading, Risk Management, Long-term Care, Wealth, Strategic Financial..., Investment Management, Hedge Funds, Options, 401k, Due Diligence, Wealth Management..., Small Business, Capital Markets, CERTIFIED FINANCIAL...

Education
Hofstra University   1997 — 2001
BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNT

Sewanhaka

Sewanhaka

Angela Palacios, CFP® Angela Palacios, CFP® Southfield, Michigan Details
Angela Palacios, CFP®'s Raymond James Financial Services Experience September 2008 - Present
Job Portfolio Manager at Center for Financial Planning, Inc.
Industry Investment Management
Experience
Center for Financial Planning, Inc.   September 2008 - Present
Raymond James Financial Services   September 2008 - Present
Wachovia Securities Financial Network  June 1999 - July 2004

Skills
Certified Financial..., Investment Research, Portfolio Management, Economics, Wealth Management, Mutual Funds, Investment Advisory

Education
Nichols College   2005 — 2007
Master of Business Administration (MBA)

College for Financial Planning   2001 — 2002
Financial Planning and Services

Aquinas College   1995 — 1999
Bachelor of Arts (B.A.), Economics and Finance

Hastings High School

Brittany Rangel Brittany Rangel Ventura, California Details
Brittany Rangel's Raymond James Financial Services Experience April 2007 - January 2012
Job Client Services Specialist at AllSourcePPS
Industry Human Resources
Experience
Agile•1 AllSourcePPS   April 2014 - Present
AppleOne  March 2012 - April 2014
Raymond James Financial Services   April 2007 - January 2012
Inns Of Court Law Building   February 2006 - April 2007

Skills
Temporary Staffing, Contract Recruitment, Permanent Placement, Staffing Services, Internet Recruiting, Talent Acquisition, Screening Resumes, Recruiting, Sourcing, Temporary Placement, Candidate Generation, Reference Checking, Technical Recruiting, Job Coaching, Resume Writing, Human Resources, Cold Calling, Interviews, College Recruiting, Background Checks, Management, Training, Employee Relations, Applicant Tracking..., Sales, New Hire Orientations, Payroll, Hiring, Executive Search, Recruitment Advertising, Employee Benefits, Benefits Negotiation, Employee Training, Career Counseling, Job Fairs, Leadership, Social Networking, Account Management, Time Management, Performance Management, Interview Preparation, Administrative..., HRIS, Consulting, Talent Management, Leadership Development

Education
California Baptist University
Bachelor's Degree, Political Science and Government

James Gilly James Gilly Greater Atlanta Area Details
James Gilly's Raymond James Financial Services Experience June 2007 - September 2007
Job Construction Manager at Gilly Development Corporation
Industry Telecommunications
Experience
Gilly Development Corporation   December 2011 - Present
BB&T Investment Services  2010 - 2011
Carolina Capital Management  August 2009 - August 2010
Carolina Capital Management  August 2009 - August 2010
Independent Mortgage of SC, LLC   June 2008 - November 2008
Raymond James Financial Services   June 2007 - September 2007

Skills
Investments, Portfolio Management, Microsoft Office, Valuation, Customer Relations, Financial Analysis

Education
College of Charleston   2004 — 2008
BS, Finance

College of Charleston   2004 — 2008
Bachelor of Science, Business Administration; Finance

D. Trent Powell D. Trent Powell Medfield, Massachusetts Details
D. Trent Powell's Raymond James Financial Services Experience April 2000 - January 2007
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate  August 2014 - Present
Sun Life Financial  February 2012 - June 2014
Principal Financial Group  April 2007 - February 2012
Raymond James Financial Services   April 2000 - January 2007

Skills
401k, Retirement Planning, Customer Relations, Management Planning, Relationship Management, Sales, CRM, Customer Service, Management, Marketing

Education
Johnson State College   1988 — 1991
Bachelor of Arts; BA, Marketing

Ferrum College

Ferrum College

Ferrum College

Ferrum College

Ferrum College

Ferrum College

Ferrum College

Frederick Igarta Frederick Igarta Middletown, New Jersey Details
Frederick Igarta's Raymond James Financial Services Experience January 2004 - Present
Job Registered Principal/Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Igarta Capital, Inc.   January 2004 - Present
Raymond James Financial Services   January 2004 - Present

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

Education
Manhattanville College   1992 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General

Rusty Mabry Rusty Mabry Greater Atlanta Area Details
Rusty Mabry's Raymond James Financial Services Experience December 2003 - December 2005
Job Client Services Consultant
Industry Marketing and Advertising
Experience
Hibu /Yellowbook   January 2008 - Present
InterMedia Advertising  December 2004 - December 2007
Raymond James Financial Services   December 2003 - December 2005

Skills
Advertising, Cold Calling, Account Management, Social Media Marketing, Customer Service, SEO, Sales, Direct Sales

Education
LaGrange College   1995 — 1999
BBA, Business Administration

Bremen High School

Bret Mason Bret Mason Decatur, Illinois Details
Bret Mason's Raymond James Financial Services Experience March 1993 - April 2003
Job Senior Vice President, Investments, WMS, AAMS, CRPS
Industry Financial Services
Experience
Raymond James  April 2006 - Present
Morgan Stanley  April 2003 - April 2006
Raymond James Financial Services   March 1993 - April 2003

Skills
Retirement Planning, Finance, Wealth Management, Financial Advisory, Securities, Management, Investments, Financial Services, Strategy, Portfolio Management, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Customer Service

Education
Baylor University - Hankamer School of Business   1985 — 1988
BBA, Finance and Economics

Greenville College   1984 — 1985

Mary Beth Sebesta Mary Beth Sebesta Tampa/St. Petersburg, Florida Area Details
Mary Beth Sebesta's Raymond James Financial Services Experience July 2010 - Present
Job Regional Management Liaison, Southeast
Industry Financial Services
Experience
Raymond James Financial Services   July 2010 - Present

Education
Florida State University
BS, International Affairs

Daniel Satterfield Daniel Satterfield Greater New York City Area Details
Daniel Satterfield's Raymond James Financial Services Experience October 2004 - May 2005
Job Financial Advisor at Gunnallen Financial
Industry Financial Services
Experience
Gunnallen Financial  November 2006 - Present
Axa Advisors  October 2006 - November 2006
Raymond James Financial Services   October 2004 - May 2005

Education
Hofstra University   2000 — 2004

Brian Giue Brian Giue Greater Boston Area Details
Brian Giue's Raymond James Financial Services Experience July 2006 - July 2008
Job Team Lead Surveillance at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  June 2015 - Present
Commonwealth Financial Network  April 2011 - June 2015
Commonwealth Financial Network  July 2008 - April 2011
Raymond James Financial Services   July 2006 - July 2008
Franklin Templeton Investments  December 2004 - July 2006

Skills
Securities, FINRA, Series 7, Financial Risk, Series 24, Uniform Combined State..., AML, Mutual Funds, Compliance, Risk Management, Investments, Risk Assessment, Series 6, Anti Money Laundering, Surveillance, Financial Services, Finance, Risk, Auditing, Series 53, Series 66, Series 4, Wealth Management

Education
Eckerd College   2000 — 2004
B.S., Economics

Aiesha Brown, CPC, CEMC Aiesha Brown, CPC, CEMC Melbourne, Florida Area Details
Aiesha Brown, CPC, CEMC's Raymond James Financial Services Experience July 2003 - August 2005
Job Medical Coder / Auditor
Industry Hospital & Health Care
Experience
Altegra Health  January 2015 - Present
Health First Medical Group  May 2011 - September 2014
Schneider Financial Group, Inc   March 2007 - September 2009
Robert Ranew State Farm Insurance   September 2005 - October 2006
Raymond James Financial Services   July 2003 - August 2005
UBS PaineWebber, Inc  August 1999 - November 2002

Skills
CPT, HCPCS, ICD-9, Medical Coding, Medical Compliance, E/M coding, IDX, ICD-9-CM, Physician Coding, HIPAA, Practice Management, Invoicing, Accounts Receivable, EHR

Education
Brevard Community College   2010 — 2011
Certified Medical Coder/Biller, Medical Information Coder / Biller

Adam Engebretson, CFA Adam Engebretson, CFA Greater Minneapolis-St. Paul Area Details
Adam Engebretson, CFA's Raymond James Financial Services Experience January 2005 - August 2008
Job Portfolio Manager at Kopp Investment Advisors
Industry Investment Management
Experience
Kopp Investment Advisors  March 2015 - Present
Piper Jaffray  May 2010 - March 2015
Allianz Investment Management  June 2009 - August 2009
Raymond James Financial Services   January 2005 - August 2008

Skills
Equity Research, Equities, Valuation, Financial Modeling, Finance

Education
University of Minnesota - Carlson School of Management   2008 — 2010
MBA

Bethel University   2001 — 2005
Bachelor of Arts

MJ Ross MJ Ross Boston, Massachusetts Details
MJ Ross's Raymond James Financial Services Experience April 2002 - January 2007
Job Manager, Human Resources at NRG Energy
Industry Utilities
Experience
NRG / Boston Energy Trading & Marketing (BETM)   September 2014 - Present
Doble Engineering Company (ESCO Technologies)   January 2014 - June 2014
American Diversified   June 2008 - January 2014
Edison Mission Energy  February 2007 - June 2008
Raymond James Financial Services   April 2002 - January 2007

Skills
Talent Acquisition, Employee Relations, Applicant Tracking..., Employee Benefits, Succession Planning, Onboarding, Leadership Development, PeopleSoft, Coaching, Deferred Compensation, Risk Management, Talent Management, New Hire Orientations, Organizational..., Personnel Management, Interviews, Workforce Planning, Benefits Administration, Employee Engagement, College Recruiting, Mergers & Acquisitions, Startup Development, Employee Handbooks, Conflict Resolution, Business Strategy, HR Project Management, HR Policies, HR Consulting, Employer Branding, Performance Management, Time Management, HRIS, HR Processes &..., Organizational Design, Employment Law, Temporary Placement, Career Development, Taleo, Organizational..., Internet Recruiting, Technical Recruiting, Hiring, Recruiting, Executive Search, Job Descriptions, Benefits Negotiation, Sourcing, Employee Training, Payroll, Screening Resumes

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA

Babson College
Bachelor of Business Administration (B.B.A.), Finance & Human Resources

Tony Fiorillo Tony Fiorillo Indianapolis, Indiana Area Details
Tony Fiorillo's Raymond James Financial Services Experience August 1995 - May 2005
Job Owner, Asset Management Strategies, Inc.
Industry Financial Services
Experience
Asset Management Strategies, Inc.   1995 - Present
Raymond James Financial Services   August 1995 - May 2005
National City Investments   1993 - 1995

Skills
Business Development, Entrepreneurship, Estate Planning, Finance, Financial Advisory, Fixed Annuities, IRAs, Investment Advisory, Investments, Management, Marketing, Marketing Strategy, Mutual Funds, Portfolio Management, Retirement Planning, Retirement, Sales, Strategic Planning, Wealth, Wealth Management

Education
Harvard University   2010 — 2010
Executive Education Program, Behavioral Finance

University of London   1986 — 1986
Certificate Program, International Business

Eastern Illinois University   1978 — 1986
Bachelor's Degree, Economics

Shawn Hoke Shawn Hoke Tampa/St. Petersburg, Florida Area Details
Shawn Hoke's Raymond James Financial Services Experience May 2008 - October 2012
Job Senior RIA Compliance Advisor at Raymond James Financial Services Advisors
Industry Financial Services
Experience
Raymond James Financial Services Advisors   October 2012 - Present
Raymond James Financial Services   May 2008 - October 2012

Education
Florida State University - College of Business   2007 — 2008
MBA, Finance

Florida State University   2004 — 2007
B.S., Finance & Real Estate

Alasdair Cooper Alasdair Cooper Cleveland/Akron, Ohio Area Details
Alasdair Cooper's Raymond James Financial Services Experience October 2005 - Present
Job Wealth Management Specialist at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   October 2005 - Present
Chagrin Valley Jaycees   2004 - 2013
Morgan Stanley  October 1996 - October 2005
Chagrin Valley Jaycees   May 2003 - May 2005

Skills
Retirement Planning, Series 66, Wealth Management, Series 7, Asset Allocation, Investment Advisory, Insurance Planning, Mutual Funds, Financial Planning, Investment Strategies, Retirement Income..., Retirement, Asset Management, Series 63, Estate Planning

Education
Kent State University   1987 — 1991
Bachelor of Arts and Sciences

Bowling Green State University
Bachelor of Arts (B.A.)

Joe Comer Joe Comer Greater Nashville Area Details
Joe Comer's Raymond James Financial Services Experience July 2005 - Present
Job Registered Principal, Raymond James Financial Services
Industry Investment Management
Experience
Pinnacle Asset Management   July 2005 - Present
Raymond James Financial Services   July 2005 - Present
Morgan Keegan & Co Inc  April 1993 - July 2005

Skills
Strategic Planning, Public Speaking, Customer Service, Sales, Leadership, Team Building, Management, Budgets, Marketing, Nonprofits

Education
Middle Tennessee State University   1982 — 1987

Karen Brayboy Karen Brayboy Palm Harbor, Florida Details
Karen Brayboy's Raymond James Financial Services Experience March 1993 - June 2002
Job President/CEO, Alltrust Insurance
Industry Insurance
Experience
Alltrust Insurance  February 1992 - Present
Raymond James Financial Services   March 1993 - June 2002
E.F. Hutton, Robinson Humphries, Prudential Bache, A.G. Edwards   March 1984 - January 1992

Skills
Employee Benefits, Group Medical, Health Insurance, Disability Insurance, Brokers, Insurance, Underwriting, Medicare, Managed Care, Benefits Administration, Strategic Planning, Workers Compensation, Long-term Care, Health Savings Accounts, Health Policy, Casualty, Commercial Insurance, Team Building, Life Insurance, Term Life Insurance, Account Management, Health Care Reform, 401k, Employee Relations, Professional Liability, Self-funded, Employee Wellness, Group Insurance, Claim, Fixed Annuities, HMO, Flexible Spending..., Reinsurance, Voluntary Employee..., Claims Management, Retirement, IRAs, COBRA, General Insurance, Small Business, ERISA, Retirement Planning, Healthcare, Open Enrollment, Ancillary Benefits, Disease Management, Provider Relations, Vision Insurance, Stop Loss, Defined Benefit

Education
East Carolina University   1974 — 1978
B.S., Special Education

Plant City High School   1970 — 1974

John S. Freeman John S. Freeman Overland Park, Kansas Details
John S. Freeman's Raymond James Financial Services Experience 1989 - 1992
Job Providing premier, customized investment solutions for pre and postretirement clients
Industry Financial Services
Experience
KEATING & ASSOCIATES   March 2002 - Present
The MasterClass Academy   January 2007 - Present
Miami County National Bank   1992 - 2002
Raymond James Financial Services   1989 - 1992
PaineWebber  1985 - 1989

Skills
Team Building, Series 7, Estate Planning, Investments, Securities, Portfolio Management, Event Management, Retirement, Customer Service, Strategic Planning, Marketing, Public Speaking, Event Planning, Social Media, Mutual Funds, Marketing Communications, Nonprofits, Strategic Financial..., Finance, Coaching, Wealth Management, Budgets

Education
Coe College
Bachelor of Arts (BA), Economics and Business Administration

S. Brett Anderson S. Brett Anderson Houston, Texas Area Details
S. Brett Anderson's Raymond James Financial Services Experience October 1996 - October 2000
Job Life Insurance with Living Benefits Adviser | Estate Planning | Tax Free Asset Transfer Specialist
Industry Insurance
Experience
Allsure Insurance Agency, LLC   July 2002 - Present
Calpine  January 2001 - June 2002
Raymond James Financial Services   October 1996 - October 2000

Skills
Insurance, Strategic Planning, Long Term Care, Health Insurance, Term Life Insurance, Small Business, Long-term Care, Life Insurance, Contract Negotiation, Marketing Strategy, New Business Development, Long Term Care Insurance, Accident, Mutual Funds, Coaching, Critical Illness, Property & Casualty..., Portfolio Management

Education
Auburn University   1992 — 1996
B.S., Business Administration and Finance

University of Alabama   1987 — 1991
Finance

Michael Edwards, MBA Michael Edwards, MBA Greater Detroit Area Details
Michael Edwards, MBA's Raymond James Financial Services Experience January 2008 - December 2008
Job Sr. Director of Manufacturing & Materials at Irvin Automotive Products, Inc. of Takata Corp.
Industry Automotive
Experience
Irvin Automotive Products, Inc.   July 2012 - Present
JAC Products  August 2011 - April 2012
JAC Products  February 2011 - May 2011
Bannon Automotive   April 2009 - February 2011
Raymond James Financial Services   January 2008 - December 2008
Takata Corp.   January 2001 - June 2006
Lear Corporation  February 1989 - December 2000

Skills
Product Launch, Automotive, Six Sigma, Continuous Improvement, Manufacturing, Lean Manufacturing, Manufacturing..., Process Improvement, Kaizen, Operations Management, Cross-functional Team..., Program Management, Quality Management, Value Stream Mapping, Product Development, FMEA, Financial Analysis, Strategic Planning, Team Building

Education
Oakland University   2006 — 2007
Certificate, Financial Planning

University of Pennsylvania - The Wharton School   1980 — 1982
MBA, Management

Kettering University   1972 — 1977
BS, Industrial Administration

Carri Kroehler Carri Kroehler Jacksonville, Florida Area Details
Carri Kroehler's Raymond James Financial Services Experience September 2010 - December 2010
Job VP, Plan Administration at Retirement Solutions Specialists
Industry Financial Services
Experience
Retirement Solutions Specialists   February 2011 - Present
Raymond James Financial Services   September 2010 - December 2010
Merrill Lynch  August 2004 - September 2009
Merrill Lynch  April 2001 - August 2004
Merrill Lynch  September 1998 - December 2001
First Chicago  November 1997 - September 1998
The ABOW Companies   September 1993 - September 1995
Comerica Bank  June 1990 - September 1993

Education
Walsh College   1991 — 1994
Masters, Taxation

Michigan State University   1986 — 1990
Bachelors, Accounting

Stephanie McCurry Stephanie McCurry Greater Philadelphia Area Details
Stephanie McCurry's Raymond James Financial Services Experience April 2002 - Present
Job Financial Advisor/VicePresident at Raymond James Financial Services
Industry Investment Management
Experience
Baum, Smith & Clemens, LLP   2009 - Present
Raymond James Financial Services   April 2002 - Present
Raymond James  2002 - Present
First Investors Corp  February 1988 - April 2002

Skills
Wealth Management, Retirement Planning, Long-term Care, Investment Advisory, Retirement, Finance, Mutual Funds, Series 6, Certified Financial..., Strategic Financial..., Financial Planners, Financial Planning, Portfolio Management

Education
Delaware Valley University   1976 — 1988
B.S., Business Mgt.

Drexel University   1970 — 1971
M.S., Information Science

University of Miami   1968 — 1970
B.A., Psychology/Sociology

Rebekah Strait Rebekah Strait Tampa/St. Petersburg, Florida Area Details
Rebekah Strait's Raymond James Financial Services Experience June 1987 - March 1998
Job Construction Project Coordinator at Bloomin' Brands, Inc.
Industry Restaurants
Experience
Bloomin' Brands, Inc.   May 2015 - Present
NexLube Tampa LLC   April 2012 - March 2015
AD Morgan   2012 - 2012
Biosphere International, Inc.   October 2010 - December 2011
Golder Construction Services, Inc.   August 2008 - November 2010
Kalemeris Construction, Inc.   October 2001 - September 2004
Raymond James Financial Services   June 1987 - March 1998

Skills
Contract Management, MS Project, Microsoft Office, Customer Service, Project Planning, Microsoft Excel, Contract Negotiation, Operations Management, Process Improvement, Negotiation, Account Management, New Business Development, Team Building, Marketing Strategy, Sales, Public Speaking, Construction, Construction Management, Business Development, Accounts Payable, Management, Project Management, Customer Satisfaction, Sales Management, Environmental Compliance, Analysis, Procurement, Human Resources, Petroleum, Microsoft Project

Education
Eckerd College   1993 — 1998
BA, Management/International Business, 3.78

Davison High School   1978 — 1982
High School Diploma, English and Biological Sciences

Gary Wallstein Gary Wallstein Greater Minneapolis-St. Paul Area Details
Gary Wallstein's Raymond James Financial Services Experience August 2006 - Present
Job Investment Management Consultant/Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   August 2006 - Present
RBC Dain Rauscher  June 1986 - August 2006

Skills
Financial Advisory, Investment Management, Alternative Investments, Wealth Management..., Series 7, Financial Risk, FINRA, Finance, Retirement Planning, Financial Services, Securities, Wealth Management, Investments, High Net Worth..., Retirement, Asset Allocation, Mutual Funds, Investment Strategies, Series 63, 401k, Fixed Annuities, Estate Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Bonds, Equities, Wealth

Education
Augsburg College   1973 — 1978
BA, Education, psychology

West High School, Mpls   1970 — 1973

Jim K. Mui, CFP® Jim K. Mui, CFP® West Palm Beach, Florida Area Details
Jim K. Mui, CFP®'s Raymond James Financial Services Experience August 2009 - Present
Job Branch Manager/ Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   August 2009 - Present
Raymond James Financial Services   2005 - Present

Skills
Financial Advisory, Wealth, Series 63, Retirement Planning, Wealth Management, Disability Insurance, Investment Strategies, Wealth Accumulation..., Retirement, Series 7, Fixed Annuities, Estate Planning, Wealth Preservation..., Mutual Funds, Long Term Care Insurance, Licensed Life & Health..., Strategic Financial..., Insurance, Investment Advisory, Series 65, Wealth Management..., Asset Allocation, Charitable Gift..., Estate Tax Planning, Indexed Annuities, Variable Annuities, Certified Financial..., Life Insurance

Education
Adelphi University   1983 — 1985
CFP, Financial Planning

Steve Wormeli, CFP®, CIMA® Steve Wormeli, CFP®, CIMA® Bellevue, Washington Details
Steve Wormeli, CFP®, CIMA®'s Raymond James Financial Services Experience 1997 - Present
Job Financial Advisor and Portfolio Manager at Raymond James Financial Services Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services   1997 - Present
A.G. Edwards & Sons, Inc.   August 1994 - February 1997
PaineWebber  July 1993 - August 1994
Bateman Eichler Hill Richards  August 1991 - July 1993

Skills
Wealth Management, Portfolio Management, Financial Planning, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Equities, Alternative Investments, Municipal Bonds, Employee Stock Options

Education
Seattle University
B.A. Business Administration, Finance

College for Financial Planning
Certified Financial Planner Program

University of Pennsylvania - The Wharton School
IMCA Certified Investment Management Analyst Program

Jon Alin Jon Alin Boca Raton, Florida Details
Jon Alin's Raymond James Financial Services Experience October 2002 - July 2010
Job Senior Financial Advisor at The Alin Financial Group
Industry Financial Services
Experience
The Alin Financial Group   May 2014 - Present
Summit Brokerage Services  July 2010 - May 2014
Raymond James Financial Services   October 2002 - July 2010
Wachovia Securities  1999 - 2002
Prudential Securities  1993 - 1999
Lexis/Nexis  1990 - 1993

Skills
Series 7, Investments, Securities, Retirement Planning, Series 63, Estate Planning, Investment Advisory, Mutual Funds, Asset Management, Fixed Income, Equities, Strategic Financial..., 401(k) Plans

Education
Emory University   1985 — 1989
BA, Political Science

Ardsley High School   1981 — 1985

Jill Sanders Jill Sanders Urbana-Champaign, Illinois Area Details
Jill Sanders's Raymond James Financial Services Experience August 2000 - June 2008
Job Office Manager at University of Illinois at UrbanaChampaign
Industry Higher Education
Experience
University of Illinois at Urbana-Champaign  October 2013 - Present
University of Illinois at Urbana-Champaign  September 2010 - Present
University of Illinois at Urbana-Champaign  June 2008 - September 2010
Busey Wealth Management  May 2004 - June 2008
Raymond James Financial Services   August 2000 - June 2008
BankIllinois  August 1999 - May 2004
Henneman Raufeisen & Associates, Inc.   August 1998 - August 1999

Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Marketing

Education
Indiana State University - Scott College of Business   1994 — 1998
Bachelor of Science, Administrative Office Systems

Kaplan University   2003 — 2006
Certificate, Financial Planning

Terrie Austin, CFP® Terrie Austin, CFP® Columbus, Ohio Area Details
Terrie Austin, CFP®'s Raymond James Financial Services Experience April 2009 - August 2013
Job VP/Wealth Management Advisor at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Private Bank  August 2013 - Present
Raymond James Financial Services   April 2009 - August 2013
UBS  2007 - 2008
Smith Barney  September 2001 - July 2002
Morgan Stanley  February 1995 - September 2001
Huntington National Bank  1992 - 1994
Office of the Comptroller of the Currency  1989 - 1992

Skills
Wealth Management, Investments, Finance, Risk Management, Investment Management, Management, Portfolio Management, Mutual Funds, Banking, Retirement Planning

Education
Western Michigan University   1986 — 1989
BBA, Finance, Economics

Marshall University   1984 — 1986
Finance

Barboursville High School

Jennifer Mackinney Jennifer Mackinney Dallas/Fort Worth Area Details
Jennifer Mackinney's Raymond James Financial Services Experience June 2000 - May 2003
Job CEO at MacKinney Household
Industry Retail
Experience
MacKinney Household   December 2011 - Present
jcpenney  November 2007 - December 2011
University of North Texas Office of Disability Accommodation   August 2005 - November 2007
Freelance American Sign Language Interpreter   April 2005 - July 2005
Merritt Interpreting Services   October 2004 - March 2005
Self employed-American Sign Lanugage Interpreter   June 2003 - September 2004
Raymond James Financial Services   June 2000 - May 2003

Education
Collin County Community College   2000 — 2004
Associate’s Degree, American Sign Language Interpreter

Billy Ryan High School   1996 — 2000
High School

Stephen Ridgely Stephen Ridgely Fort Myers, Florida Area Details
Stephen Ridgely's Raymond James Financial Services Experience June 2005 - Present
Job Financial Advisor/Branch Mgr at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   June 2005 - Present
Raymond James & Associates  February 2000 - June 2005

Skills
Uniform Combined State..., Series 63, FINRA, Wealth Management..., Securities, Series 24, Retirement Planning, Mutual Funds, Asset Allocation, Series 65, Investment Advisory, Retirement, Financial Advisory, Strategic Financial..., Bonds, Alternative Investments, Investment Management, Investments, Investment Strategies

Education
Florida Atlantic University   1970 — 1972
BA, economics

Florida Atlantic University

Neal Atkins Neal Atkins Tampa/St. Petersburg, Florida Area Details
Neal Atkins's Raymond James Financial Services Experience June 1996 - December 2005
Job Senior Sales Representative at Wyndham Vacation Ownership
Industry Financial Services
Experience
Wyndham Vacation Ownership  July 2011 - Present
INVEST Financial Corporation  April 2007 - January 2011
Raymond James Financial Services   June 1996 - December 2005
Florida Metropolitan University  January 1994 - May 1996
KPMG  December 1990 - August 1992

Skills
Compliance

Education
University of New Orleans   1992 — 1993
MBA, Business Administration

Loyola University New Orleans   1987 — 1991
BBA, Accounting

Greg Carlston Greg Carlston Fort Wayne, Indiana Area Details
Greg Carlston's Raymond James Financial Services Experience July 1995 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   July 1995 - Present
Prudential Insurance  October 1991 - December 1994
Walgreens  1982 - 1991

Skills
Retirement Planning, Retirement, Financial Planning, Retirement Income..., IRA's, Series 7, Annuities, Wealth Management, Estate Planning, Asset Allocation, Investment Advisory, Investments, Mutual Funds, Wealth Accumulation, Securities, Roth IRA, Strategic Financial...

Education
Ferris State University   1979 — 1982
business, economics and finance

Jason Krohn, CFP ® Jason Krohn, CFP ® Greater Detroit Area Details
Jason Krohn, CFP ®'s Raymond James Financial Services Experience November 2001 - Present
Job Financial Advisor at Raymond James Financial Services Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services   November 2001 - Present

Skills
Retirement, Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Financial Advisory, 401k Rollovers, IRAs, Mutual Funds, Saving for Education, Certified Financial...

Education
Boston Institute of Finance   2011 — 2013

Central Michigan University   1994 — 1998
Bachelor of Science (B.S.), Education

Tim Holsworth CFP, CLU, ChFC Tim Holsworth CFP, CLU, ChFC Bay City, Michigan Details
Tim Holsworth CFP, CLU, ChFC's Raymond James Financial Services Experience 1997 - Present
Job President at AHP Financial Services, Inc.
Industry Financial Services
Experience
AHP Financial Services, Inc.   October 1997 - Present
Raymond James Financial Services   1997 - Present

Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Financial Advisory, Retirement, Mutual Funds, Series 7, Securities, Series 65, Finance, Investments, Management, Financial Services, Wealth Management, Financial Planning, Strategic Planning, Investment Advisory, Estate Planning, Asset Allocation, Series 63

Education
Bryn Mawr College
CFP, CLU, ChFC, Financial Planning

Jim Chaffee Jim Chaffee Greater Seattle Area Details
Jim Chaffee's Raymond James Financial Services Experience 2005 - Present
Job Branch Mgr. at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   2005 - Present

Skills
registered principal, Raymond James Financial...

Education
Washington State University   1971 — 1973
Business Administration

Eastern Washington University   1967 — 1970
Industrial engineering

Yehudah Petscher Yehudah Petscher Greater Chicago Area Details
Yehudah Petscher's Raymond James Financial Services Experience April 2001 - October 2003
Job IT Lead Analyst
Industry Information Technology and Services
Experience
Equity Residential  2006 - Present
Chittenden Service Group   January 2005 - November 2005
Raymond James Financial Services   April 2001 - October 2003

Skills
Telecommunications, Troubleshooting, Linux, Active Directory, Windows Server, Cisco Technologies, Windows, TCP/IP, SQL, Network Administration, VoIP, Project Management, Servers

Education
Full Sail University   2003 — 2004
Bachelor of Applied Science (BASc), Audiovisual Communications Technologies/Technicians

Eddie Ippolito Eddie Ippolito Tampa/St. Petersburg, Florida Area Details
Eddie Ippolito's Raymond James Financial Services Experience June 2005 - December 2007
Job Compliance Specialist at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   February 2008 - Present
Raymond James Financial Services   June 2005 - December 2007
Wells Fargo Financial  April 2004 - June 2005
Prudential Elliman Real Estate   March 2002 - January 2004
Zenith Media Services  May 2000 - May 2001

Skills
FINRA, Mutual Funds, Securities, Series 7

Education
Hofstra University   1996 — 2000
Bachelor of Business Administration, Business

Sue Maffett Sue Maffett Indianapolis, Indiana Area Details
Sue Maffett's Raymond James Financial Services Experience June 2001 - Present
Job Owner, Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   June 2001 - Present
NBD  June 1993 - June 2001
NBD  June 1981 - June 1993

Skills
Mutual Funds, Financial Analysis, Small Business, Investments, Strategic Financial..., Estate Planning, Investment Strategies, Sales, Banking, Credit, Wealth Management, Public Speaking, Mortgage Lending, Customer Service, Retirement Planning

Education
Indiana University Bloomington   1976 — 1981
Bachelor of Business Administration (B.B.A.)

Thomas Carr Howe H. S.   1972 — 1976

T. Michael McCauley T. Michael McCauley Kansas City, Missouri Area Details
T. Michael McCauley's Raymond James Financial Services Experience May 2002 - May 2015
Job Owner/Financial Advisor at McCauley Financial Services
Industry Investment Management
Experience
McCauley Financial Services   May 2015 - Present
Raymond James Financial Services   May 2002 - May 2015

Skills
Series 24, Retirement Planning, Series 7, Investment Advisory, IRA's

Education
Maryville University of Saint Louis   1990 — 1993
BS, Business Administration

Maryville University of Saint Louis   1988 — 1993
Business Administration and Management, General

Cady Dolan Johnson Cady Dolan Johnson Tampa/St. Petersburg, Florida Area Details
Cady Dolan Johnson's Raymond James Financial Services Experience 2003 - 2008
Job Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO  January 2013 - Present
Dreyfus  September 2008 - January 2013
Raymond James  April 2003 - September 2008
Raymond James Financial Services   2003 - 2008
Franklin Templeton Investments  2002 - 2003

Skills
Series 7, Mutual Funds, Wealth Management, Asset Allocation, Securities, Alternative Investments, Series 63, Investments, Asset Managment, Portfolio Management, Investment Strategies, Equities

Education
Eckerd College   1999 — 2003
BS, Economics / Finance

Scott Curtis Scott Curtis Tampa/St. Petersburg, Florida Area Details
Scott Curtis's Raymond James Financial Services Experience January 2012 - Present
Job President, Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   January 2012 - Present
Raymond James & Associates  August 2005 - December 2011
Raymond James Financial  February 2003 - August 2005
GE Financial Assurance  January 2001 - January 2003
GE Financial Assurance  September 1999 - December 2000
GE Financial/Life of Virginia   August 1997 - September 1999
Morgan Stanley  July 1987 - April 1990

Skills
Insurance, Mutual Funds, Leadership, Management, Fixed Annuities, Sales, Banking, Financial Services, Life Insurance, Fixed Income

Education
University of Michigan   1986 — 1988
MBA

Denison University   1980 — 1984
BA, Economics and English

Scott Whitley Scott Whitley Asheville, North Carolina Area Details
Scott Whitley's Raymond James Financial Services Experience May 2002 - Present
Job Regional Director Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   May 2002 - Present
Raymond James Financial Services   1998 - 2001
Raymond James Financial Services   1995 - 1998
Edward Jones  July 1989 - June 1995

Skills
Investments, Series 7, Investment Advisory, Mutual Funds, Retirement, Series 24, Asset Allocation, Series 63, FINRA, Retirement Planning, Estate Planning, Financial Advisory, Securities, Wealth Management, Strategic Financial..., IRAs, Portfolio Management, Asset Managment, Fixed Annuities, Registered Corporate...

Education
East Carolina University   1984 — 1986
Masters Education

Winthrop University   1980 — 1984
Bachelor Education, Instrumental Music

Doug Wheelwright Doug Wheelwright Greater Salt Lake City Area Details
Doug Wheelwright's Raymond James Financial Services Experience September 2004 - June 2008
Job Utility Analyst at State of Utah
Industry Government Administration
Experience
State of Utah - Division of Public Utilities   September 2008 - Present
Raymond James Financial Services   September 2004 - June 2008
Edward Jones  1996 - 2004
First Security Bank  November 1991 - February 1998
Hill Air Force Base  September 1983 - June 1986

Skills
Financial Analysis, Microsoft Excel, Insurance, Accounting, Business Analysis, Forecasting, Analysis, Finance, Investments, Leadership, Management, Customer Service, Credit, Budgets, Training

Education
Weber State University   1982 — 1986
BS, Finance / Accounting

Brigham Young University   1981 — 1982

Jim Peluso, CTFA, AEP® Jim Peluso, CTFA, AEP® Greater New York City Area Details
Jim Peluso, CTFA, AEP®'s Raymond James Financial Services Experience May 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services   May 2009 - Present
North Fork Bank  2001 - 2008

Education
Boston University
BS, MANAGEMENT STUDIES

Shubha Kastiya Shubha Kastiya Greater New York City Area Details
Shubha Kastiya's Raymond James Financial Services Experience June 2008 - August 2008
Job Fund Accountant
Industry Financial Services
Experience
Credit Suisse  June 2010 - Present
Merrill Lynch  February 2010 - May 2010
Sony Music Entertainment  September 2009 - December 2009
UBS Financial Services Inc  February 2009 - May 2009
Pace University Tutoring Center   January 2008 - December 2008
Raymond James Financial Services   June 2008 - August 2008

Skills
Bloomberg, Accounting, Microsoft Excel, Bloomberg Terminal, PowerPoint, Microsoft Office, Microsoft Word, Pivot Tables, Outlook, Research, Accounts Payable, Accounts Receivable, Budgets, Data Analysis, Finance, Financial Accounting, Financial Statements, Hedge Funds, Mutual Funds, Portfolio Management

Education
Baruch College   2012 — 2015
Master of Business Administration (MBA), Accounting

Pace University - Lubin School of Business   2006 — 2010
BBA, Finance

Hollie Taylor Hollie Taylor Greater San Diego Area Details
Hollie Taylor's Raymond James Financial Services Experience February 2002 - February 2003
Job Financial Advisor
Industry Investment Management
Experience
T. Rowe Price  August 2007 - March 2013
R. W. Wilson Home Corp.   April 2006 - July 2007
Clayton Holdings  October 2005 - March 2006
Chase Home Finance, MSC Mortgage, Bank of America   February 2003 - October 2005
Raymond James Financial Services   February 2002 - February 2003
Edward Jones  1996 - 2002

Skills
Uniform Combined State..., Series 7, Mutual Funds, Insurance, Fixed Annuities, Strategic Financial..., Series 63, Finance, Portfolio Management, Credit, Retirement Planning, Asset Allocation, Mortgage Lending

Education
College for Financial Planning
Certified Financial Planner (CFP) Study Course, Completed

Eckerd College
B. A., Business Management, Global Business Concentration

University of Tampa   2008 — 2011
Accounting Courses

Tom Calder Tom Calder Orange County, California Area Details
Tom Calder's Raymond James Financial Services Experience February 2002 - Present
Job Branch Manager
Industry Financial Services
Experience
Financial West Group  November 2014 - Present
Raymond James Financial Services   February 2002 - Present
A.G. Edwards   January 1994 - January 2002
Marshall Industries  December 1987 - March 1989

Skills
Wealth Management, Retirement Planning, Retirement Plan..., Retirement Income..., IRA's, Wealth Transfer, Investment Advisory, Financial Advisory

Education
Claremont McKenna College   1969 — 1973
Bachelor of Arts, Economics and Latin American Studies

Yucaipa High School   1965 — 1968
high school diploma, college preparation

Pat Cain Pat Cain Lakeland, Florida Area Details
Pat Cain's Raymond James Financial Services Experience August 1986 - Present
Job Certified Financial Planner at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   August 1986 - Present
Raymond James  1996 - 2011

Education
University of Florida   1967 — 1969
BS, Finance

Georgia Institute of Technology   1965 — 1967
Industrial Management

Valentina Everhart Valentina Everhart Houston, Texas Area Details
Valentina Everhart's Raymond James Financial Services Experience January 2012 - Present
Job Regional Supervision Officer at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services   January 2012 - Present
Raymond James Financial Services   January 2011 - December 2011
Raymond James Financial Services   September 2007 - December 2010

Skills
Securities

Education
Hawaii Pacific University   2004 — 2005
M.A., Communication

Hawaii Pacific University   2000 — 2003
B.A., International Relations

Phil Hiltner Phil Hiltner Caro, Michigan Details
Phil Hiltner's Raymond James Financial Services Experience January 2010 - July 2010
Job Judicial Law Clerk, Tuscola County Circuit Court
Industry Law Practice
Experience
Washtenaw County Office of Public Defender  September 2013 - November 2013
Law Offices of Jonathan Dills   March 2013 - May 2013
North Carolina Thirteenth Prosecutorial District   May 2012 - August 2012
Ohio Attorney General's Office  May 2011 - August 2011
Raymond James Financial Services   January 2010 - July 2010
Chongqing Technology and Business University - Pass College   September 2009 - January 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Office, English, Research, Public Speaking, Microsoft Word

Education
Wake Forest University School of Law   2010 — 2013
Doctor of Law (J.D.)

Denison University   2005 — 2009
BA, History and Philosophy

Brent Althauser Brent Althauser Brewton, Alabama Details
Brent Althauser's Raymond James Financial Services Experience 1997 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services   1997 - Present

Education
Georgia Institute of Technology   1980 — 1985
Civil Engineering

Ashley McMurphy Ashley McMurphy Charlotte, North Carolina Area Details
Ashley McMurphy's Raymond James Financial Services Experience March 2002 - March 2006
Job Stay at home parent
Industry Real Estate
Experience
CPI Security  April 2010 - April 2014
RE/MAX Commercial Steeplechase Properties   June 2007 - January 2009
Raymond James Financial Services   March 2002 - March 2006

Skills
Sales, Process Scheduler, Account Management, Customer Service, Time Management, Training

Education
Ashford University
Bachelor Degree, Psychology

Toney Falkner Toney Falkner Henderson, North Carolina Details
Toney Falkner's Raymond James Financial Services Experience January 1997 - October 2009
Job Managing Partner at Private Wealth Management of NC, LLC
Industry Financial Services
Experience
Private Wealth Management of NC   October 2009 - Present
Raymond James Financial Services   January 1997 - October 2009

Skills
Insurance, Wealth Management, Estate Planning, Real Estate, Risk Management, Sales, Retirement Planning, Alternative Investments, Investment Properties, Portfolio Management, Financial Analysis, Program Management, Marketing Strategy, Contract Negotiation, Public Speaking, Customer Service, Strategic Planning, Corporate Finance, Due Diligence, Negotiation, Equities, Marketing, New Business Development, Sales Management, Financial Modeling, Mergers, Social Media, Account Management, Investments, Mergers & Acquisitions, Financial Services, Social Networking, Mutual Funds, Leadership Development, Social Media Marketing, Microsoft Office, Pricing, Sales Operations, Forecasting

Education
East Carolina University   1992 — 1995
Master of Business Administration (MBA)

Campbell University   1985 — 1987
Bachelor of Business Administration (BBA), Trust Management Concentration

Stacy Larsen Stacy Larsen Tampa/St. Petersburg, Florida Area Details
Stacy Larsen's Raymond James Financial Services Experience August 2010 - May 2012
Job Education Specialist at Raymond James
Industry Financial Services
Experience
Raymond James  May 2012 - Present
Raymond James Financial  May 2012 - Present
Raymond James Financial Services   August 2010 - May 2012
Raymond James Financial Services   May 2008 - August 2010
Directions for Mental Health  August 2006 - January 2007

Education
Auburn University
B.S, Human Development and Family Studies/Adolescence

E. Haden Hamilton, Jr. E. Haden Hamilton, Jr. Myrtle Beach, South Carolina Area Details
E. Haden Hamilton, Jr.'s Raymond James Financial Services Experience February 1998 - Present
Job Registered Principal at Raymond James Financial Services Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services   February 1998 - Present
CresCom Bank  October 2007 - August 2011
Coastal Federal Bank  February 1998 - July 2007
Anchor Bank  May 1995 - February 1998
A G Edwards  September 1994 - May 1995
The Owego National Bank   July 1991 - June 1994
NBT Bank  October 1989 - June 1991
The Irving Bank Corporation and The Bank of New York Mellon Corporation   May 1985 - October 1989
The Irving Bank Corporation   November 1981 - May 1985
Bank of Isle of Wight   August 1973 - November 1981

Education
Cornell University
Executive MBA, Business Administration and Management, General

Rutgers University
Stonier Graduate School of Banking

Wake Forest University
Bachelor of Business Administration (B.B.A.), Finance and Marketing

David Blanton David Blanton Dallas/Fort Worth Area Details
David Blanton's Raymond James Financial Services Experience 1994 - 2004
Job CEOThe Financial Services Alliance, Inc.
Industry Financial Services
Experience
Financial Services Alliance   2007 - Present
FMC Financial Services, Inc.   2010 - 2013
Raymond James Financial Services   1994 - 2004

Skills
Small Business, Portfolio Management, Financial Services, Business Development, Financial Analysis, Finance, Strategic Financial..., Funding, Banking, Private Equity, Mergers & Acquisitions, Leadership, Commercial Real Estate

Education
College for Financial Planning

Indiana Institute of Technology

Jeff Monosoff Jeff Monosoff United States Details
Jeff Monosoff's Raymond James Financial Services Experience 1988 - 2004
Job retired investment advisor
Industry
Experience
Cascade Investment Counsel   July 2011 - June 2013
Raymond James Financial Services   1988 - 2004

Skills
Strategic Financial..., Strategic Planning, Wealth Management, Investment Advisory, Investments, IRAs, Retirement Planning, Uniform Combined State..., Management, Finance, Financial Planning, Nonprofits, Wealth Management..., Financial Advisory, Public Speaking, Series 63, Retirement, Wealth Accumulation, Marketing, 401k, Marketing Strategy, Small Business, 401k Rollovers, Public Relations, Customer Service, Event Planning, Series 65, Wealth

Education
Holy Names College   1979 — 1980
Masters, International Education

Miami University   1966 — 1970
Bachelor of Arts, English

Patrick Elmore Patrick Elmore Charlotte, North Carolina Area Details
Patrick Elmore's Raymond James Financial Services Experience January 2001 - Present
Job Financial Consultant, Wealth Manager
Industry Financial Services
Experience
Elmore Financial Group, Inc.   September 2000 - Present
Raymond James Financial Services   January 2001 - Present
Edward Jones  June 1994 - August 2000

Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial...

Education
Appalachian State University   1990 — 1994
Bachelor of Science (BS)

Randall Huot Randall Huot Tampa/St. Petersburg, Florida Area Details
Randall Huot's Raymond James Financial Services Experience 2007 - Present
Job Senior Trading Specialist at Raymond James Financial Services
Industry Financial Services
Experience
University of South Florida  2010 - Present
Raymond James Financial Services   2007 - Present
USAF  October 2000 - October 2006

Education
Embry-Riddle Aeronautical University   2002 — 2006
BS, Aeronautics

Richard Jack Richard Jack Garden City, New York Details
Richard Jack's Raymond James Financial Services Experience May 2006 - March 2015
Job Principal, Chief Investment Strategist at Meadowbrook Wealth Management
Industry Financial Services
Experience
Meadowbrook Wealth Management   March 2015 - Present
Raymond James Financial Services   May 2006 - March 2015
Pershing LLC  October 1993 - February 2006
The Meadowbrook Club   February 1992 - October 1993

Skills
Equities, Securities, Series 7, Fixed Income, Series 63, Retirement Planning, Asset Management, Investments, Bloomberg, Portfolio Management, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, Investment Strategies, IRAs, Bonds, Financial Advisory, High Net Worth..., Separately Managed..., Equity Research, Stocks, Retirement, Strategic Financial..., Financial Markets, Finance, Wealth Management..., Equity Valuation, 401k Rollovers, Investment Management, Wealth, Financial Modeling, Wealth Accumulation, 529 Plans, Roth IRA, Variable Annuities, Saving for Education, College Savings Plans, Financial Services, Long Term Care Insurance, Life Insurance, Long-term Care, Retirement Savings, Series 65, Municipal Bonds, Alternative Investments, Capital Markets

Education
Dowling College   1997 — 1998
MBA, Finance

Hofstra University   1988 — 1992
BBA, Management

Arizona State University   1987 — 1988

Christina Bonderer Christina Bonderer Charlotte, North Carolina Area Details
Christina Bonderer's Raymond James Financial Services Experience November 1998 - October 2000
Job Registered Sales Assistant
Industry Financial Services
Experience
Stephens Inc.  December 2003 - Present
UBS/PaineWebber  October 2000 - May 2002
Raymond James Financial Services   November 1998 - October 2000

Skills
Series 7, Series 63, Life and Health Licensed

Education
Belmont Abbey College   1989 — 1993
Bachelor of Arts, Business Administration

Christopher J. Fluehr, Jr. Christopher J. Fluehr, Jr. Boca Raton, Florida Details
Christopher J. Fluehr, Jr.'s Raymond James Financial Services Experience May 2014 - Present
Job Business Development Associate
Industry Investment Management
Experience
Raymond James Financial Services   May 2014 - Present
Edsel F. Matthews, Jr., P.A   September 2012 - April 2014
Florida State University  January 2012 - May 2012

Skills
Microsoft Office, Legal Research, Microsoft Excel, Legal Writing, Public Speaking, Trust Management, Real Estate Transactions, Commercial Real Estate, Investment Properties, Real Property, Business Planning, Business Transactions, Contract Negotiation, Business Formation, Estate Planning, Trusts, Special Needs Trusts, Preparation of Wills, Powers of Attorney, Estate Administration, Personal Trust..., Probate Administration, Financial Services, Financial Planning, Investments, Alternative Investments, Microsoft Word, Sales

Education
Florida State University College of Law
Juris Doctor

Florida State University
B.S, Economics and Real Estate

Ellen (Ellen LaMar) Reynard Ellen (Ellen LaMar) Reynard Beaumont, Texas Details
Ellen (Ellen LaMar) Reynard's Raymond James Financial Services Experience 2013 - Present
Job Certified Trust and Financial Advisor at Raymond James Financial Services
Industry Investment Management
Experience
Raymond James Financial Services   2013 - Present
Capital One, N.A.   February 2007 - March 2013
Private Legal Practice  1992 - 2007

Skills
Portfolio Management, Wealth Management, Investments, Mutual Funds, Retirement Planning, Securities, Estate Planning, Investment Advisory

Education
Thomas M. Cooley Law School   1989 — 1992
Doctor of Law (JD), Law

Michigan State University   1985 — 1989
Bachelor of Arts (BA), Political Science and Government

JW Sexton High School   1982 — 1985

Cindy Giglio Cindy Giglio Beaumont, Texas Details
Cindy Giglio's Raymond James Financial Services Experience Client Service AssociateRaymond James Financial ServicesJanuary 2013 - Present
Job Client Service Associate at Raymond James Financial Services
Industry Investment Management
Experience
Raymond James Financial Services   Client Service AssociateRaymond James Financial ServicesJanuary 2013 - Present

Education
Lamar University   1967 — 1971
Bachelor of Arts (B.A.), Psychology

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