Raymond James Financial Services
Industry: Investment banking company
DescriptionRaymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations and municipalities through its ... Headquarters: St. Petersburg, 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
Todd Gartrell Todd Gartrell's Raymond James Financial Services Experience November 2012 - Present
Job Assistant Regional Director at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services November 2012 - Present
Raymond James May 2009 - November 2012
Raymond James October 2007 - May 2009
Raymond James February 2005 - May 2009
Education
University of Alabama 1986 — 1990
Bachelor of Science, Business Administration
Raymond James Financial Services November 2012 - Present
Raymond James May 2009 - November 2012
Raymond James October 2007 - May 2009
Raymond James February 2005 - May 2009
Education
University of Alabama 1986 — 1990
Bachelor of Science, Business Administration
Jaclyn Beasley Jaclyn Beasley's Raymond James Financial Services Experience April 2013 - Present
Job Client Relations Coordinator at Saxon Financial Group
Industry Financial Services
Experience
Saxon Financial Group, An Independent Firm April 2013 - Present
Raymond James Financial Services April 2013 - Present
Sam Houston State University August 2007 - May 2012
Education
Sam Houston State University 2007 — 2012
Bachelor of Business Administration (BBA), Marketing
Saxon Financial Group, An Independent Firm April 2013 - Present
Raymond James Financial Services April 2013 - Present
Sam Houston State University August 2007 - May 2012
Education
Sam Houston State University 2007 — 2012
Bachelor of Business Administration (BBA), Marketing
Caitlin Buthmann, MS Caitlin Buthmann, MS's Raymond James Financial Services Experience September 2008 - May 2009
Job Senior Accountant at Craig, Fitzsimmons & Michaels, LLP
Industry Accounting
Experience
Craig, Fitzsimmons & Michaels, LLP January 2011 - Present
Jones, Little, & Co., CPA's LLP June 2010 - January 2011
Markowitz, Fenelon & Bank, LLP June 2008 - July 2010
Raymond James Financial Services September 2008 - May 2009
Lupton & Luce May 2003 - August 2007
Skills
Accounting, Auditing, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Statements, Journal Entries, Internal Controls, General Ledger, Government Accounting, Nonprofit Accounting, Budgets, Microsoft Excel, QuickBooks, Financial Accounting, Tax, Microsoft Office
Education
The College of Saint Rose 2006 — 2010
Master of Science, Accounting
The College of Saint Rose 2006 — 2010
Bachelor of Science, Accounting
Craig, Fitzsimmons & Michaels, LLP January 2011 - Present
Jones, Little, & Co., CPA's LLP June 2010 - January 2011
Markowitz, Fenelon & Bank, LLP June 2008 - July 2010
Raymond James Financial Services September 2008 - May 2009
Lupton & Luce May 2003 - August 2007
Skills
Accounting, Auditing, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Statements, Journal Entries, Internal Controls, General Ledger, Government Accounting, Nonprofit Accounting, Budgets, Microsoft Excel, QuickBooks, Financial Accounting, Tax, Microsoft Office
Education
The College of Saint Rose 2006 — 2010
Master of Science, Accounting
The College of Saint Rose 2006 — 2010
Bachelor of Science, Accounting
Amanda Osborne Amanda Osborne's Raymond James Financial Services Experience January 1998 - January 2001
Job Custom Home Sales Consultant at Partners in Building
Industry Real Estate
Experience
Partners in Building January 2014 - Present
Ryland Homes September 2012 - January 2014
Bibby Financial Services March 2012 - July 2012
Truberry Group August 2001 - December 2011
Raymond James Financial Services January 1998 - January 2001
Skills
Customer Relations, Sales Management, New Business Development, Negotiation, Customer Service, Management, Credit, Sales, Finance, Leadership, Marketing, Team Building, Strategy, Business Development, Marketing Strategy, Strategic Planning, CRM, Training, B2B, Business Strategy, Start-ups
Education
Ohio Dominican University
Bachelor of Arts, Business Management, Art History
Partners in Building January 2014 - Present
Ryland Homes September 2012 - January 2014
Bibby Financial Services March 2012 - July 2012
Truberry Group August 2001 - December 2011
Raymond James Financial Services January 1998 - January 2001
Skills
Customer Relations, Sales Management, New Business Development, Negotiation, Customer Service, Management, Credit, Sales, Finance, Leadership, Marketing, Team Building, Strategy, Business Development, Marketing Strategy, Strategic Planning, CRM, Training, B2B, Business Strategy, Start-ups
Education
Ohio Dominican University
Bachelor of Arts, Business Management, Art History
Scott McClatchey Scott McClatchey's Raymond James Financial Services Experience April 2006 - December 2007
Job LPL Financial Advisor and CERTIFIED FINANCIAL PLANNER™ at Alliance Investment Planning Group
Industry Financial Services
Experience
Alliance Investment Planning Group December 2007 - Present
Raymond James Financial Services April 2006 - December 2007
XM Satellite Radio June 2003 - April 2004
DIRECTV April 1996 - April 2003
U S WEST July 1993 - March 1996
Ball Aerospace October 1989 - July 1993
Hughes Space and Communications June 1982 - October 1989
Skills
Financial Planning, Wealth Management, Investment Advisory, Asset Allocation, Risk Management, Wealth Preservation, Investments, Securities, Asset Management, Insurance, Retirement, Strategic Financial..., Wealth Management..., Asset Managment, Financial Planners, Portfolio Management, Finance, Retirement Planning, Fixed Annuities, Estate Planning, Small Business, Strategy, Long-term Care, Financial Advisory, Life Insurance, Disability Insurance, Personal Finance, Business Development, Term Life Insurance, Investment Strategies, Financial Analysis, Investment Management, Financial Modeling, Mutual Funds, Wealth, Series 63, 401k, Series 7, ETFs
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management
University of Illinois at Urbana-Champaign 1982 — 1984
Master's Degree, Electrical Engineering
University of Illinois at Urbana-Champaign 1978 — 1982
Bachelor's Degree, Electrical Engineering
Alliance Investment Planning Group December 2007 - Present
Raymond James Financial Services April 2006 - December 2007
XM Satellite Radio June 2003 - April 2004
DIRECTV April 1996 - April 2003
U S WEST July 1993 - March 1996
Ball Aerospace October 1989 - July 1993
Hughes Space and Communications June 1982 - October 1989
Skills
Financial Planning, Wealth Management, Investment Advisory, Asset Allocation, Risk Management, Wealth Preservation, Investments, Securities, Asset Management, Insurance, Retirement, Strategic Financial..., Wealth Management..., Asset Managment, Financial Planners, Portfolio Management, Finance, Retirement Planning, Fixed Annuities, Estate Planning, Small Business, Strategy, Long-term Care, Financial Advisory, Life Insurance, Disability Insurance, Personal Finance, Business Development, Term Life Insurance, Investment Strategies, Financial Analysis, Investment Management, Financial Modeling, Mutual Funds, Wealth, Series 63, 401k, Series 7, ETFs
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management
University of Illinois at Urbana-Champaign 1982 — 1984
Master's Degree, Electrical Engineering
University of Illinois at Urbana-Champaign 1978 — 1982
Bachelor's Degree, Electrical Engineering
Dan Bowler's Raymond James Financial Services Experience October 2000 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services October 2000 - Present
Education
Sonoma State University
Raymond James Financial Services October 2000 - Present
Education
Sonoma State University
Thomas (Tom) Frame Thomas (Tom) Frame's Raymond James Financial Services Experience July 1999 - April 2011
Job Financial Advisor at Ameriprise Financial / Fulcrum Wealth Management
Industry Financial Services
Experience
Ameriprise Financial / Fulcrum Wealth Management October 2013 - Present
Thomas Frame & Associates May 2011 - October 2013
Raymond James Financial Services July 1999 - April 2011
Parker / Hunter Inc. August 1991 - June 1999
Skills
Finance, Charities, Financial Planning, Investment Management, Retirement, Estate Planning
Education
Whittier College School of Law 1981 — 1983
University of Colorado at Boulder
Bachelor of Science, Economics
Ameriprise Financial / Fulcrum Wealth Management October 2013 - Present
Thomas Frame & Associates May 2011 - October 2013
Raymond James Financial Services July 1999 - April 2011
Parker / Hunter Inc. August 1991 - June 1999
Skills
Finance, Charities, Financial Planning, Investment Management, Retirement, Estate Planning
Education
Whittier College School of Law 1981 — 1983
University of Colorado at Boulder
Bachelor of Science, Economics
Don Graeter's Raymond James Financial Services Experience 2006 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Central Investment Center, subsidiary of Central Bank July 2006 - Present
Raymond James Financial Services 2006 - Present
Hilliard Lyons 1979 - 2006
Wyatt, Tarrant & Combs, LLP 1976 - 1979
US Navy 1970 - 1973
Skills
Investment Advisory, Personal Financial..., Life Insurance, Long Term Care Insurance
Education
University of Virginia School of Law 1973 — 1976
Juris Doctor (JD), Law
University of Kentucky 1965 — 1969
Bachelor of Science (BS) (With High Distinction), Accounting
Central Investment Center, subsidiary of Central Bank July 2006 - Present
Raymond James Financial Services 2006 - Present
Hilliard Lyons 1979 - 2006
Wyatt, Tarrant & Combs, LLP 1976 - 1979
US Navy 1970 - 1973
Skills
Investment Advisory, Personal Financial..., Life Insurance, Long Term Care Insurance
Education
University of Virginia School of Law 1973 — 1976
Juris Doctor (JD), Law
University of Kentucky 1965 — 1969
Bachelor of Science (BS) (With High Distinction), Accounting
Sviatlana Maslava Sviatlana Maslava's Raymond James Financial Services Experience May 2006 - April 2013
Job Registered Client Service Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Global Wealth Management April 2013 - Present
Raymond James Financial Services May 2006 - April 2013
United Nations Federal Credit Union May 2006 - April 2013
Skills
Management, Investments, Financial Advisory, Finance, Customer Service, Training, Accounting, Mutual Funds, Securities, Portfolio Management, Financial Analysis, Equities, Fixed Income, Bloomberg Terminal, Asset Allocation, Risk Management, Strategic Financial..., Banking, Series 7, Capital Markets, Financial Markets, Credit, Financial Reporting, Bonds, Series 63, Financial Planning
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration, Business Management
State University of Minsk 1998 — 2001
International Economist, International Economic Relations
Morgan Stanley Global Wealth Management April 2013 - Present
Raymond James Financial Services May 2006 - April 2013
United Nations Federal Credit Union May 2006 - April 2013
Skills
Management, Investments, Financial Advisory, Finance, Customer Service, Training, Accounting, Mutual Funds, Securities, Portfolio Management, Financial Analysis, Equities, Fixed Income, Bloomberg Terminal, Asset Allocation, Risk Management, Strategic Financial..., Banking, Series 7, Capital Markets, Financial Markets, Credit, Financial Reporting, Bonds, Series 63, Financial Planning
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration, Business Management
State University of Minsk 1998 — 2001
International Economist, International Economic Relations
Dan Freed, CIMA®, CFP®'s Raymond James Financial Services Experience June 2014 - Present
Job Business Development Recruiting at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services June 2014 - Present
Raymond James Financial Services March 2011 - June 2014
Morgan Keegan December 2007 - March 2011
Morgan Keegan March 2007 - December 2007
Morgan Keegan December 2004 - March 2007
The Southwestern Company May 1992 - August 1996
Skills
Training, Leadership, Sales, Management, Recruiting, Finance, Series 7, Securities, Selling, Wealth Management, Strategic Planning, Investments, Mutual Funds, Series 63, Retirement Planning, Financial Planning, Investment Advisory, Portfolio Management
Education
University of Florida 1990 — 1997
Bachelor of Science, Engineering
Longmeadow High School
Securities Industry Institute
Raymond James Financial Services June 2014 - Present
Raymond James Financial Services March 2011 - June 2014
Morgan Keegan December 2007 - March 2011
Morgan Keegan March 2007 - December 2007
Morgan Keegan December 2004 - March 2007
The Southwestern Company May 1992 - August 1996
Skills
Training, Leadership, Sales, Management, Recruiting, Finance, Series 7, Securities, Selling, Wealth Management, Strategic Planning, Investments, Mutual Funds, Series 63, Retirement Planning, Financial Planning, Investment Advisory, Portfolio Management
Education
University of Florida 1990 — 1997
Bachelor of Science, Engineering
Longmeadow High School
Securities Industry Institute
Rachel Orvik's Raymond James Financial Services Experience July 2012 - July 2013
Job Registered Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2013 - Present
Raymond James Financial Services July 2012 - July 2013
Merrill Lynch December 2007 - July 2012
Merrill Lynch November 1989 - December 2007
Merrill Lynch October 1986 - March 1989
Merrill Lynch May 1976 - September 1986
Skills
Operations Management, Leadership, Manage Client..., Customer Service, Team-oriented, Positive Team Player, Close Attention to..., Employee Training, CRM, Financial Services, Training, Hiring Employees
Education
University of Minnesota-Duluth
UBS Financial Services, Inc. September 2013 - Present
Raymond James Financial Services July 2012 - July 2013
Merrill Lynch December 2007 - July 2012
Merrill Lynch November 1989 - December 2007
Merrill Lynch October 1986 - March 1989
Merrill Lynch May 1976 - September 1986
Skills
Operations Management, Leadership, Manage Client..., Customer Service, Team-oriented, Positive Team Player, Close Attention to..., Employee Training, CRM, Financial Services, Training, Hiring Employees
Education
University of Minnesota-Duluth
Adam A. Lake Adam A. Lake's Raymond James Financial Services Experience July 2008 - August 2012
Job Problem Resolution Associate
Industry Financial Services
Experience
Vanguard May 2013 - Present
Raymond James Financial Services July 2008 - August 2012
RAMADA October 2008 - August 2010
Giant Food Distribution Center June 2007 - July 2008
Longhorn Steakhouse March 2007 - June 2007
Friendly Ice Cream Corporation April 2003 - March 2007
Skills
Time Management, Microsoft Excel, Microsoft Word, Data Entry, Customer Service, Microsoft Office, PowerPoint, Retail, Outlook, Inventory Management
Education
Shippensburg University of Pennsylvania 2004 — 2008
B.S.B.A., Finance; Personal Financial Planning
Vanguard May 2013 - Present
Raymond James Financial Services July 2008 - August 2012
RAMADA October 2008 - August 2010
Giant Food Distribution Center June 2007 - July 2008
Longhorn Steakhouse March 2007 - June 2007
Friendly Ice Cream Corporation April 2003 - March 2007
Skills
Time Management, Microsoft Excel, Microsoft Word, Data Entry, Customer Service, Microsoft Office, PowerPoint, Retail, Outlook, Inventory Management
Education
Shippensburg University of Pennsylvania 2004 — 2008
B.S.B.A., Finance; Personal Financial Planning
Amanda Crocker Amanda Crocker's Raymond James Financial Services Experience May 2012 - October 2012
Job Ancillary Development Manager at BVT Publishing
Industry Financial Services
Experience
BVT Publishing December 2013 - Present
BVT Publishing November 2012 - December 2013
Raymond James Financial Services May 2012 - October 2012
Skills
Microsoft Excel, Microsoft Office, Product Management, Research, Asset Management, Project Planning, Project Coordination, Textbooks, Retirement Planning, Risk Management, Leadership, Microsoft Word, Marketing Strategy, Customer Service
Education
Simpson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
BVT Publishing December 2013 - Present
BVT Publishing November 2012 - December 2013
Raymond James Financial Services May 2012 - October 2012
Skills
Microsoft Excel, Microsoft Office, Product Management, Research, Asset Management, Project Planning, Project Coordination, Textbooks, Retirement Planning, Risk Management, Leadership, Microsoft Word, Marketing Strategy, Customer Service
Education
Simpson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dan Mallard Dan Mallard's Raymond James Financial Services Experience
Job Vice President Director of Business Consulting at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services
Skills
Investments
Education
University of Florida
Bachelor of Business Administration (BBA), Business Administration and Management, General
Raymond James Financial Services
Skills
Investments
Education
University of Florida
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tucker Klein Tucker Klein's Raymond James Financial Services Experience November 2012 - May 2013
Job Relationship Specialist Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
AIG Financial Network August 2013 - August 2014
Raymond James Financial Services November 2012 - May 2013
Skills
Financial Services, Manage Client..., Value Based Selling, Strategic Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking
Education
University of Central Florida 2008 — 2012
BSBA, Finance
Charles Schwab August 2014 - Present
AIG Financial Network August 2013 - August 2014
Raymond James Financial Services November 2012 - May 2013
Skills
Financial Services, Manage Client..., Value Based Selling, Strategic Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking
Education
University of Central Florida 2008 — 2012
BSBA, Finance
Becky Seaberg Becky Seaberg's Raymond James Financial Services Experience June 2009 - Present
Job Administrative Assistant at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services June 2009 - Present
Raymond James Financial Inc. 2009 - Present
State Bank & Trust September 2006 - June 2009
State Bank & Trust September 2006 - May 2009
Skills
PeopleSoft, Financial Services
Education
Minnesota State University, Moorhead 2005 — 2008
Business Administration, Business
Raymond James Financial Services June 2009 - Present
Raymond James Financial Inc. 2009 - Present
State Bank & Trust September 2006 - June 2009
State Bank & Trust September 2006 - May 2009
Skills
PeopleSoft, Financial Services
Education
Minnesota State University, Moorhead 2005 — 2008
Business Administration, Business
Jessie Villalpando Jessie Villalpando's Raymond James Financial Services Experience June 2015 - Present
Job Financial Advisor, Extraco Financial Services at Extraco Banks
Industry Financial Services
Experience
Extraco Banks June 2015 - Present
Raymond James Financial Services June 2015 - Present
Extraco Banks April 2014 - June 2015
Wells Fargo August 2006 - April 2014
The Behringer Group April 2012 - September 2012
Skills
Banking, Wealth Management, Portfolio Management, Investments, Private Banking, Credit, Lines Of Credit, Risk Management, Commercial Lending, Commercial Banking, Consumer Lending, Small Business Lending, Loans, Life & Health Insurance..., Financial Analysis
Education
Tarleton State University
Bachelor of Applied Arts and Sciences, Business
Extraco Banks June 2015 - Present
Raymond James Financial Services June 2015 - Present
Extraco Banks April 2014 - June 2015
Wells Fargo August 2006 - April 2014
The Behringer Group April 2012 - September 2012
Skills
Banking, Wealth Management, Portfolio Management, Investments, Private Banking, Credit, Lines Of Credit, Risk Management, Commercial Lending, Commercial Banking, Consumer Lending, Small Business Lending, Loans, Life & Health Insurance..., Financial Analysis
Education
Tarleton State University
Bachelor of Applied Arts and Sciences, Business
Sharon Sasser Sharon Sasser's Raymond James Financial Services Experience April 1999 - July 2000
Job Dispatcher / Office Manager at CTE Cal, Inc.
Industry Civil Engineering
Experience
Construction Testing & Engineering, Inc. July 2000 - Present
CTE Cal, Inc. July 2000 - Present
CTE Cal, Inc. July 2000 - Present
Westaff Staffing Services November 1999 - July 2000
Raymond James Financial Services April 1999 - July 2000
Sears, Roebuck and Co. 1998 - 2000
Sears # 2059 July 1997 - April 1999
Wall Street Investments 1997 - 1998
Skills
Construction, Scheduling, Administration, Concrete, Excel, Clerical Duties, Administrative Support, Process Scheduler, Microsoft Excel, Geotechnical Engineering, Proposal Writing, Management, Contract Management, Customer Service, Human Resources, Microsoft Office, Access, Administrative..., Administrative..., Supervisory Skills, Clerical Work
Education
San Joaquin Delta College 2000 — 2001
San Joaquin Delta College 1996 — 1997
Psychology
Moundsview High SchoolSt 1971 — 1974
General Education; business and sales
Mounds Veiw High School 1970 — 1974
Construction Testing & Engineering, Inc. July 2000 - Present
CTE Cal, Inc. July 2000 - Present
CTE Cal, Inc. July 2000 - Present
Westaff Staffing Services November 1999 - July 2000
Raymond James Financial Services April 1999 - July 2000
Sears, Roebuck and Co. 1998 - 2000
Sears # 2059 July 1997 - April 1999
Wall Street Investments 1997 - 1998
Skills
Construction, Scheduling, Administration, Concrete, Excel, Clerical Duties, Administrative Support, Process Scheduler, Microsoft Excel, Geotechnical Engineering, Proposal Writing, Management, Contract Management, Customer Service, Human Resources, Microsoft Office, Access, Administrative..., Administrative..., Supervisory Skills, Clerical Work
Education
San Joaquin Delta College 2000 — 2001
San Joaquin Delta College 1996 — 1997
Psychology
Moundsview High SchoolSt 1971 — 1974
General Education; business and sales
Mounds Veiw High School 1970 — 1974
Vijay Rajan's Raymond James Financial Services Experience May 2013 - August 2013
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
General Motors September 2013 - December 2013
Raymond James Financial Services May 2013 - August 2013
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
University of Michigan 2010 — 2014
Bachelor's Degree
William P. Clements High School 2006 — 2010
High School Diploma
JPMorgan Chase July 2014 - Present
General Motors September 2013 - December 2013
Raymond James Financial Services May 2013 - August 2013
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
University of Michigan 2010 — 2014
Bachelor's Degree
William P. Clements High School 2006 — 2010
High School Diploma
Nicole Juniper's Raymond James Financial Services Experience October 2004 - August 2012
Job Financial Advisor/Insurance Agent at US Bancorp Investments
Industry Financial Services
Experience
US Bank Investments August 2012 - Present
Raymond James Financial Services October 2004 - August 2012
Advest, Inc October 1998 - December 2004
Skills
Investments, Insurance, Retirement, Retirement Planning, Investment Strategies, Finance
Education
Mount Vernon Nazarene University
Bachelors, Business Administration
westerville north
US Bank Investments August 2012 - Present
Raymond James Financial Services October 2004 - August 2012
Advest, Inc October 1998 - December 2004
Skills
Investments, Insurance, Retirement, Retirement Planning, Investment Strategies, Finance
Education
Mount Vernon Nazarene University
Bachelors, Business Administration
westerville north
Sue Lockwood Sue Lockwood's Raymond James Financial Services Experience July 2008 - October 2013
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James October 2013 - Present
Raymond James Financial Services July 2008 - October 2013
LPL Financial Services 1996 - 2008
Invest Financial 1985 - 1994
Skills
Series 7, Series 63, Health Insurance, Life/Variable Life, Series 66
Education
Olivet Nazarene University
B.A., Business Administration
Raymond James October 2013 - Present
Raymond James Financial Services July 2008 - October 2013
LPL Financial Services 1996 - 2008
Invest Financial 1985 - 1994
Skills
Series 7, Series 63, Health Insurance, Life/Variable Life, Series 66
Education
Olivet Nazarene University
B.A., Business Administration
Parker Preyer Parker Preyer's Raymond James Financial Services Experience July 2010 - August 2010
Job Campaign Manager at Okta, Inc.
Industry Internet
Experience
Okta, Inc. February 2015 - Present
Okta August 2013 - Present
Okta August 2012 - August 2013
Getable January 2012 - June 2012
Raymond James Financial Services July 2010 - August 2010
Congressman David Price's Office June 2010 - July 2010
Skills
Salesforce.com, Online Lead Generation, Microsoft Excel, PowerPoint, Cloud Computing, Enterprise Technology..., Strategic Planning, Team Leadership, Management, E-commerce, SaaS, Strategic Partnerships, Sales Management, Business Development, Lead Generation, Enterprise Software, Sales Process, Start-ups, Leadership, Cross-functional Team..., Email Marketing
Education
Princeton University 2007 — 2011
BA, History
Durham Academy 2004 — 2007
Okta, Inc. February 2015 - Present
Okta August 2013 - Present
Okta August 2012 - August 2013
Getable January 2012 - June 2012
Raymond James Financial Services July 2010 - August 2010
Congressman David Price's Office June 2010 - July 2010
Skills
Salesforce.com, Online Lead Generation, Microsoft Excel, PowerPoint, Cloud Computing, Enterprise Technology..., Strategic Planning, Team Leadership, Management, E-commerce, SaaS, Strategic Partnerships, Sales Management, Business Development, Lead Generation, Enterprise Software, Sales Process, Start-ups, Leadership, Cross-functional Team..., Email Marketing
Education
Princeton University 2007 — 2011
BA, History
Durham Academy 2004 — 2007
Scott Kurland's Raymond James Financial Services Experience February 2002 - November 2003
Job Sales and Publisher Development Manager at DashBid Media
Industry Information Technology and Services
Experience
DashBid Media March 2015 - Present
Swaps Monitor Publications, Inc. February 2014 - March 2015
Allen Partners September 2011 - September 2013
Faulkner's Island Capital July 2009 - June 2011
Oppenheimer & Co. September 2007 - July 2009
Wachovia Securities May 2005 - September 2007
Raymond James Financial Services February 2002 - November 2003
Sands Bros 1992 - 2001
Skills
Video Advertising, Investments, Strategic Financial..., Alternative Investments, Private Equity, Wealth Management, Hedge Funds, Financial Services, Securities, Finance, Financial Markets, Asset Allocation, Venture Capital, Equities, Relationship Management, Business Development, Risk Management, Series 7, Investment Management, Entrepreneurship, Investment Banking, Capital Markets, Wealth, Mutual Funds, Investment Strategies, Equity Research, Financial Advisory, Portfolio Management, Trading, Asset Management, Private Placements, Due Diligence, Emerging Markets, Investment Advisory, Funding, Sales, Asset Managment, ETFs, Equity Trading, Digital Media, Online Advertising, Digital Marketing
Education
University of Maryland College Park 1986 — 1988
Bachelor's degree, Business/Managerial Economics
University of Hartford 1984 — 1986
New York University 2004 — 2005
Sports Management
DashBid Media March 2015 - Present
Swaps Monitor Publications, Inc. February 2014 - March 2015
Allen Partners September 2011 - September 2013
Faulkner's Island Capital July 2009 - June 2011
Oppenheimer & Co. September 2007 - July 2009
Wachovia Securities May 2005 - September 2007
Raymond James Financial Services February 2002 - November 2003
Sands Bros 1992 - 2001
Skills
Video Advertising, Investments, Strategic Financial..., Alternative Investments, Private Equity, Wealth Management, Hedge Funds, Financial Services, Securities, Finance, Financial Markets, Asset Allocation, Venture Capital, Equities, Relationship Management, Business Development, Risk Management, Series 7, Investment Management, Entrepreneurship, Investment Banking, Capital Markets, Wealth, Mutual Funds, Investment Strategies, Equity Research, Financial Advisory, Portfolio Management, Trading, Asset Management, Private Placements, Due Diligence, Emerging Markets, Investment Advisory, Funding, Sales, Asset Managment, ETFs, Equity Trading, Digital Media, Online Advertising, Digital Marketing
Education
University of Maryland College Park 1986 — 1988
Bachelor's degree, Business/Managerial Economics
University of Hartford 1984 — 1986
New York University 2004 — 2005
Sports Management
Addie Olutola's Raymond James Financial Services Experience February 2008 - May 2008
Job Founder and CEO at D'IYANU LLC
Industry Marketing and Advertising
Experience
D'IYANU LLC May 2013 - Present
VWR April 2011 - May 2014
Pet Food Direct February 2010 - January 2011
Pet Food Direct September 2009 - February 2010
Raymond James Financial Services February 2008 - May 2008
Skills
French- TFI..., Microsoft Office, SPSS, Sage MAS200, SAP R/3, Supply Chain, Marketing Strategy, Social Media Marketing, International Marketing, International Market..., Buying Experience, Microsoft Excel, PowerPoint, Lived and worked Abroad, Brand Management, Consumer Behaviour, Market Research, Marketing Communications, Strategic Planning, Marketing Research, Advertising, Marketing, Management, Purchasing, Competitive Analysis, Pricing, Negotiation, Vendor Management, SAP, Sales, Forecasting, Procurement, Merchandising, Product Development, Analysis, Cross-functional Team..., Inventory Management
Education
Saint Joseph's University 2010 — 2012
Master's degree, International Marketing
Oral Roberts University 2004 — 2008
Bachelor's degree, International Business
D'IYANU LLC May 2013 - Present
VWR April 2011 - May 2014
Pet Food Direct February 2010 - January 2011
Pet Food Direct September 2009 - February 2010
Raymond James Financial Services February 2008 - May 2008
Skills
French- TFI..., Microsoft Office, SPSS, Sage MAS200, SAP R/3, Supply Chain, Marketing Strategy, Social Media Marketing, International Marketing, International Market..., Buying Experience, Microsoft Excel, PowerPoint, Lived and worked Abroad, Brand Management, Consumer Behaviour, Market Research, Marketing Communications, Strategic Planning, Marketing Research, Advertising, Marketing, Management, Purchasing, Competitive Analysis, Pricing, Negotiation, Vendor Management, SAP, Sales, Forecasting, Procurement, Merchandising, Product Development, Analysis, Cross-functional Team..., Inventory Management
Education
Saint Joseph's University 2010 — 2012
Master's degree, International Marketing
Oral Roberts University 2004 — 2008
Bachelor's degree, International Business
Duane A. Sturm, CRPC®'s Raymond James Financial Services Experience October 1999 - Present
Job Branch Manager, Financial Advisor at Raymond James Financial Services
Industry Investment Management
Experience
Raymond James Financial Services October 1999 - Present
Edward Jones September 1992 - October 1999
Wood & Huston Bank January 1991 - September 1992
Oakland State Bank January 1985 - December 1986
Skills
401(k) rollovers, Financial Services, Strategic Financial..., Retirement Planning, Estate Planning, Stocks, Bonds, Asset Allocation, Asset Management
Education
University of Iowa
Bachelors, Business Administration
Raymond James Financial Services October 1999 - Present
Edward Jones September 1992 - October 1999
Wood & Huston Bank January 1991 - September 1992
Oakland State Bank January 1985 - December 1986
Skills
401(k) rollovers, Financial Services, Strategic Financial..., Retirement Planning, Estate Planning, Stocks, Bonds, Asset Allocation, Asset Management
Education
University of Iowa
Bachelors, Business Administration
Destry Witt Destry Witt's Raymond James Financial Services Experience April 1992 - January 2002
Job Managing Partner Podium Senior Housing Fund
Industry Investment Management
Experience
Podium Senior Housing Fund LLC August 2015 - Present
RELiANCE Investing, Inc. December 2008 - August 2015
Destry Witt Financial Advisor February 2002 - December 2008
U.S. Army, 104th Training Division August 1991 - January 2006
Raymond James Financial Services April 1992 - January 2002
Skills
Retirement Planning, Investment/Portfolio..., Alternative Investments..., Investments, Asset Management, Real Estate, 401k, Alternative Investments, Asset Managment, Management, Brokerage, Series 7, Equities, Wealth Management, Investment Management, Securities, Due Diligence, Investment Properties, Mutual Funds, Commercial Real Estate, Trading, Strategic Financial..., Small Business, Financial Analysis, Investment Advisory, Investment Strategies, Real Estate Development, Investors, Financial Services, Portfolio Management, Valuation, Funding, Real Estate Economics, Asset Allocation, Financial Advisory, Series 63, Asset, Finance, Private Equity, Real Estate Transactions
Education
Washington State University 2001 — 2004
MBA
Southern Oregon University 1987 — 1991
BBA
Oregon Institute of Technology
Podium Senior Housing Fund LLC August 2015 - Present
RELiANCE Investing, Inc. December 2008 - August 2015
Destry Witt Financial Advisor February 2002 - December 2008
U.S. Army, 104th Training Division August 1991 - January 2006
Raymond James Financial Services April 1992 - January 2002
Skills
Retirement Planning, Investment/Portfolio..., Alternative Investments..., Investments, Asset Management, Real Estate, 401k, Alternative Investments, Asset Managment, Management, Brokerage, Series 7, Equities, Wealth Management, Investment Management, Securities, Due Diligence, Investment Properties, Mutual Funds, Commercial Real Estate, Trading, Strategic Financial..., Small Business, Financial Analysis, Investment Advisory, Investment Strategies, Real Estate Development, Investors, Financial Services, Portfolio Management, Valuation, Funding, Real Estate Economics, Asset Allocation, Financial Advisory, Series 63, Asset, Finance, Private Equity, Real Estate Transactions
Education
Washington State University 2001 — 2004
MBA
Southern Oregon University 1987 — 1991
BBA
Oregon Institute of Technology
Jill Honeycomb Jill Honeycomb's Raymond James Financial Services Experience August 2015 - Present
Job Raymond James Financial Services, Registered Principal Liberty Bank, First Vice President
Industry Financial Services
Experience
Raymond James Financial Services August 2015 - Present
Prudential Financial January 2014 - Present
Prudential Financial January 2005 - September 2013
Bank of America July 1989 - December 2004
Skills
Strategic Planning, New Business Development, Business Transformation, Motivational Leadership, Executive Sales..., Diverse Financial..., Talent Recruiting and..., Compensation Design, Executive Presence, Results Oriented, Personnel Management, Leadership, Finance, Financial Services, Wealth Management
Education
Trinity College-Hartford
Bachelor's degree, Psychology
Raymond James Financial Services August 2015 - Present
Prudential Financial January 2014 - Present
Prudential Financial January 2005 - September 2013
Bank of America July 1989 - December 2004
Skills
Strategic Planning, New Business Development, Business Transformation, Motivational Leadership, Executive Sales..., Diverse Financial..., Talent Recruiting and..., Compensation Design, Executive Presence, Results Oriented, Personnel Management, Leadership, Finance, Financial Services, Wealth Management
Education
Trinity College-Hartford
Bachelor's degree, Psychology
Cynthia Clark, CFP®, J.D. Cynthia Clark, CFP®, J.D.'s Raymond James Financial Services Experience 2000 - 2003
Job Estate Planning & Elder Law Attorney
Industry Law Practice
Experience
Law Offices of Cynthia M. Clark, PLLC January 2015 - Present
Dunlap & Moran, P.A. September 2014 - January 2015
Veterans Law Institute, Stetson University College of Law January 2013 - May 2013
Gulfcoast Legal Services, Inc June 2012 - August 2012
Internal Revenue Service January 2012 - April 2012
Merrill Lynch January 2009 - December 2010
Banc of America Investments November 2006 - January 2009
Banc of America Investment Services, Inc. April 2006 - November 2006
Banc of America Investment Services, Inc. April 2003 - April 2006
Raymond James Financial Services 2000 - 2003
Skills
Certified Financial...
Education
Stetson University College of Law 2011 — 2014
Juris Doctor, Cum Laude, Final Cumulative GPA: 3.515 Final Class Rank: 17/233
Old Dominion University - College of Business and Public Administration 1993 — 1995
Bachelor of Science in Business Administration, Accounting, Summa Cum Laude
Tidewater Community College 1991 — 1992
Associate of Science (A.S.), Business Administration and Management, General, Summa Cum Laude
Law Offices of Cynthia M. Clark, PLLC January 2015 - Present
Dunlap & Moran, P.A. September 2014 - January 2015
Veterans Law Institute, Stetson University College of Law January 2013 - May 2013
Gulfcoast Legal Services, Inc June 2012 - August 2012
Internal Revenue Service January 2012 - April 2012
Merrill Lynch January 2009 - December 2010
Banc of America Investments November 2006 - January 2009
Banc of America Investment Services, Inc. April 2006 - November 2006
Banc of America Investment Services, Inc. April 2003 - April 2006
Raymond James Financial Services 2000 - 2003
Skills
Certified Financial...
Education
Stetson University College of Law 2011 — 2014
Juris Doctor, Cum Laude, Final Cumulative GPA: 3.515 Final Class Rank: 17/233
Old Dominion University - College of Business and Public Administration 1993 — 1995
Bachelor of Science in Business Administration, Accounting, Summa Cum Laude
Tidewater Community College 1991 — 1992
Associate of Science (A.S.), Business Administration and Management, General, Summa Cum Laude
Paul D. Snow, IV's Raymond James Financial Services Experience April 2002 - Present
Job Owner, Snow Financial Group
Industry Financial Services
Experience
Snow Financial Group April 2002 - Present
Raymond James Financial Services April 2002 - Present
Morgan Keegan October 1997 - April 2002
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Securities, Management, Series 7, Accounting, Asset Management, Estate Planning, Financial Services, Insurance, Investment Advisory, Finance, Mutual Funds, Bonds, Financial Advisory, Financial Planners, Investment Strategies, FINRA, Long-term Care, Disability Insurance, IRAs, Term Life Insurance, Financial Planning
Education
University of Mississippi 1989 — 1993
Finance
University of Mississippi 1989 — 1993
Snow Financial Group April 2002 - Present
Raymond James Financial Services April 2002 - Present
Morgan Keegan October 1997 - April 2002
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Securities, Management, Series 7, Accounting, Asset Management, Estate Planning, Financial Services, Insurance, Investment Advisory, Finance, Mutual Funds, Bonds, Financial Advisory, Financial Planners, Investment Strategies, FINRA, Long-term Care, Disability Insurance, IRAs, Term Life Insurance, Financial Planning
Education
University of Mississippi 1989 — 1993
Finance
University of Mississippi 1989 — 1993
Grace Hunter, MPA's Raymond James Financial Services Experience February 2012 - May 2012
Job Administrative Coordinator at United Way of Central Ohio
Industry Nonprofit Organization Management
Experience
United Way of Central Ohio October 2012 - Present
Gift of Grace Administrative Services October 2010 - Present
Raymond James Financial Services February 2012 - May 2012
Time Warner Cable October 2006 - November 2011
Williams Interior Designs January 2005 - October 2006
Crowne Plaza &Lofts Hotel Downtown Columbus Ohio / Columbus Hospitality April 2001 - January 2005
WBNS 10TV 2002 - 2003
Skills
Typing, Administrative..., Office Administration, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Proofreading, Copywriting, Editing, Writing, Report Writing, Creative Writing, Executive Level..., Marketing, Marketing Communications, Articles, Review Articles, Volunteering, Non-profit Boards, Event Planning, Marketing Event Planning, Project Coordination, Coordinating Events, Coordinating Special..., Coordinating Meetings, Coordinate Events, Coordinate Meetings, Hospitality, QuickBooks, Fundraisers, Public Relations, Fundraising, Community Outreach, Nonprofits
Education
Keller Graduate School of Management 2008 — 2011
Masters of Public Administration, Non-Profit/Public/Organizational Management
The Ohio State University 1999 — 2003
Bachelor of Arts, Communication, General
United Way of Central Ohio October 2012 - Present
Gift of Grace Administrative Services October 2010 - Present
Raymond James Financial Services February 2012 - May 2012
Time Warner Cable October 2006 - November 2011
Williams Interior Designs January 2005 - October 2006
Crowne Plaza &Lofts Hotel Downtown Columbus Ohio / Columbus Hospitality April 2001 - January 2005
WBNS 10TV 2002 - 2003
Skills
Typing, Administrative..., Office Administration, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Proofreading, Copywriting, Editing, Writing, Report Writing, Creative Writing, Executive Level..., Marketing, Marketing Communications, Articles, Review Articles, Volunteering, Non-profit Boards, Event Planning, Marketing Event Planning, Project Coordination, Coordinating Events, Coordinating Special..., Coordinating Meetings, Coordinate Events, Coordinate Meetings, Hospitality, QuickBooks, Fundraisers, Public Relations, Fundraising, Community Outreach, Nonprofits
Education
Keller Graduate School of Management 2008 — 2011
Masters of Public Administration, Non-Profit/Public/Organizational Management
The Ohio State University 1999 — 2003
Bachelor of Arts, Communication, General
Sophine Burton Sophine Burton's Raymond James Financial Services Experience 2001 - Present
Job
Industry Financial Services
Experience
Raymond James Financial Services 2001 - Present
Skills
Nonprofits, Microsoft Excel, PowerPoint, Strategic Planning, Customer Service, Access, Microsoft Office, Budgets, Risk Management, Team Building, Fundraising, Event Planning, Training, Public Speaking, Coaching, Securities, Series 7, Series 63, Insurance
Education
Nova Southeastern University
St. Petersburg College
Raymond James Financial Services 2001 - Present
Skills
Nonprofits, Microsoft Excel, PowerPoint, Strategic Planning, Customer Service, Access, Microsoft Office, Budgets, Risk Management, Team Building, Fundraising, Event Planning, Training, Public Speaking, Coaching, Securities, Series 7, Series 63, Insurance
Education
Nova Southeastern University
St. Petersburg College
Lucas DeVicente Lucas DeVicente's Raymond James Financial Services Experience 2006 - 2007
Job Principal & Investment Analyst at Sabal Trust Company
Industry Investment Management
Experience
Sabal Trust Company 2007 - Present
Raymond James Financial Services 2006 - 2007
Raymond James Financial Services 2005 - 2006
Education
University of Florida - College of Business
University of Florida - Master's International Business
Sabal Trust Company 2007 - Present
Raymond James Financial Services 2006 - 2007
Raymond James Financial Services 2005 - 2006
Education
University of Florida - College of Business
University of Florida - Master's International Business
Emad Musharbash, CPA Emad Musharbash, CPA's Raymond James Financial Services Experience June 2007 - August 2007
Job Associate auditor at Malnory, McNeal & Co. PC.
Industry Accounting
Experience
Malnory, McNeal & Co. PC. June 2011 - Present
Malnory, McNeal & Co. June 2010 - September 2010
Capital Analytics July 2008 - May 2009
Southern Arkansas University August 2007 - May 2008
RAYMOND JAMES FINANCIAL SERVICES June 2007 - August 2007
Southern Arkansas University August 2005 - December 2006
Education
The University of Texas at Arlington 2009 — 2011
Masters of Science, Quantitative Finance
Southern Arkansas University 2003 — 2008
Bachelor of Business Administration, ACCOUNTING / FINANCE
Malnory, McNeal & Co. PC. June 2011 - Present
Malnory, McNeal & Co. June 2010 - September 2010
Capital Analytics July 2008 - May 2009
Southern Arkansas University August 2007 - May 2008
RAYMOND JAMES FINANCIAL SERVICES June 2007 - August 2007
Southern Arkansas University August 2005 - December 2006
Education
The University of Texas at Arlington 2009 — 2011
Masters of Science, Quantitative Finance
Southern Arkansas University 2003 — 2008
Bachelor of Business Administration, ACCOUNTING / FINANCE
Thomas Frame Thomas Frame's Raymond James Financial Services Experience July 1999 - November 2011
Job Financial Advisor at Thomas Frame & Associates
Industry Financial Services
Experience
Raymond James Financial Services July 1999 - November 2011
Fairfax Investment Corp. / Metro Building 1983 - 1990
Education
University of Colorado Boulder 1974 — 1979
BA, Economics
Raymond James Financial Services July 1999 - November 2011
Fairfax Investment Corp. / Metro Building 1983 - 1990
Education
University of Colorado Boulder 1974 — 1979
BA, Economics
Larry Golub's Raymond James Financial Services Experience January 2003 - March 2010
Job Wealth Management Specialist, WMS, Registered Financial Consusltant, RFC
Industry Financial Services
Experience
Raymond James Financial Services, Legacy Financial Group LLC April 2010 - Present
Raymond James Financial Services, Williamsburg, VA April 2010 - Present
Raymond James Financial Services January 2003 - March 2010
Richard's of Greenwich 1988 - 2002
Southwestern Book company 1980 - 1985
Skills
Asset Managment, Retirement Planning, Asset Allocation, Series 7, Investment Advisory, Wealth Management, Investments, Financial Planning, Portfolio Management, Asset Management
Education
The University of Georgia 1979 — 1985
BS, Statistics
Clarke Central HS 1975 — 1979
Raymond James Financial Services, Legacy Financial Group LLC April 2010 - Present
Raymond James Financial Services, Williamsburg, VA April 2010 - Present
Raymond James Financial Services January 2003 - March 2010
Richard's of Greenwich 1988 - 2002
Southwestern Book company 1980 - 1985
Skills
Asset Managment, Retirement Planning, Asset Allocation, Series 7, Investment Advisory, Wealth Management, Investments, Financial Planning, Portfolio Management, Asset Management
Education
The University of Georgia 1979 — 1985
BS, Statistics
Clarke Central HS 1975 — 1979
Pete Fuhlbrigge Pete Fuhlbrigge's Raymond James Financial Services Experience 2000 - November 2010
Job Senior Vice President at Capital City Securities
Industry Investment Management
Experience
Capital City Securities November 2010 - Present
Raymond James Financial Services Inc. Member FINRA/SIPC August 2000 - November 2010
Raymond James Financial Services 2000 - November 2010
McCloy Financial Services April 1984 - July 2000
Education
The Ohio State University 1976 — 1981
The Ohio State University Fisher College of Business 1976 — 1981
Business Admin, Finance
Capital City Securities November 2010 - Present
Raymond James Financial Services Inc. Member FINRA/SIPC August 2000 - November 2010
Raymond James Financial Services 2000 - November 2010
McCloy Financial Services April 1984 - July 2000
Education
The Ohio State University 1976 — 1981
The Ohio State University Fisher College of Business 1976 — 1981
Business Admin, Finance
Justin Connors, MBA's Raymond James Financial Services Experience April 2002 - April 2009
Job Founder and CEO at Connors Wealth Management
Industry Financial Services
Experience
Connors Wealth Management April 2009 - Present
Raymond James Financial Services April 2002 - April 2009
Morgan Stanley Dean Witter April 1998 - April 2002
Skills
Wealth Management, Estate Planning, Asset Management, Portfolio Management, Retirement, Financial Planning, Investments, General Securities..., Fixed Annuities, Variable Annuities, Indexed Annuities, General Insurance, Roth IRA, Traditional IRA, Simple IRA, Mutual Funds, Municipal Bonds, 401k Rollovers, Capital Management, Asset Allocation
Education
Norwich University 1987 — 1991
Bachelor of Arts (BA)
Webster University 1996 — 1997
MBA, Business Administration
Connors Wealth Management April 2009 - Present
Raymond James Financial Services April 2002 - April 2009
Morgan Stanley Dean Witter April 1998 - April 2002
Skills
Wealth Management, Estate Planning, Asset Management, Portfolio Management, Retirement, Financial Planning, Investments, General Securities..., Fixed Annuities, Variable Annuities, Indexed Annuities, General Insurance, Roth IRA, Traditional IRA, Simple IRA, Mutual Funds, Municipal Bonds, 401k Rollovers, Capital Management, Asset Allocation
Education
Norwich University 1987 — 1991
Bachelor of Arts (BA)
Webster University 1996 — 1997
MBA, Business Administration
Josh Crum Josh Crum's Raymond James Financial Services Experience January 2007 - Present
Job Business Development at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services January 2007 - Present
Skills
Financial Planning, Personal Finance, Retirement Planning, Insurance, Investments, Financial Planners, Pensions, Personal Financial..., Mortgage Marketing, Fixed Annuities, Estate Planning, Financial Advisory, Asset Managment, Portfolio Management, Mutual Funds, Retirement, Uniform Combined State..., Strategic Financial..., Finance, Asset Management, Securities, Series 7, Series 63, Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation
Education
University of Florida 2002 — 2004
Food and Resource Economics
Santa Fe Community College 2000 — 2002
Associate of Arts
Raymond James Financial Services January 2007 - Present
Skills
Financial Planning, Personal Finance, Retirement Planning, Insurance, Investments, Financial Planners, Pensions, Personal Financial..., Mortgage Marketing, Fixed Annuities, Estate Planning, Financial Advisory, Asset Managment, Portfolio Management, Mutual Funds, Retirement, Uniform Combined State..., Strategic Financial..., Finance, Asset Management, Securities, Series 7, Series 63, Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation
Education
University of Florida 2002 — 2004
Food and Resource Economics
Santa Fe Community College 2000 — 2002
Associate of Arts
Shane Pyle, CMT®'s Raymond James Financial Services Experience April 1998 - Present
Job Branch Manager at Raymond James Financial Services, Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services April 1998 - Present
Alside, Inc. April 1994 - March 1998
Research Organics, Inc. March 1992 - April 1994
The Goodyear Tire & Rubber Company June 1990 - March 1992
Charles Schwab September 1988 - March 1990
Skills
Retirement Planning, Investment Advisory, Wealth Management, 401k Rollovers, Financial Advisory, IRAs, Securities, Series 7, Investments, Strategic Financial..., Roth IRA, Fixed Annuities, Mutual Funds, Series 63, 401k, Asset Allocation, Investment Strategies, Portfolio Management, Technical Analysis, Stock Market Analysis, Public Speaking, Bonds
Education
University of Nebraska College of Medicine 1982 — 1988
Bachelor of Science (B.Sc.), Pre-Medicine/Pre-Medical Studies
Lincoln Southeast High School 1979 — 1982
Diploma, College Prep
Raymond James Financial Services April 1998 - Present
Alside, Inc. April 1994 - March 1998
Research Organics, Inc. March 1992 - April 1994
The Goodyear Tire & Rubber Company June 1990 - March 1992
Charles Schwab September 1988 - March 1990
Skills
Retirement Planning, Investment Advisory, Wealth Management, 401k Rollovers, Financial Advisory, IRAs, Securities, Series 7, Investments, Strategic Financial..., Roth IRA, Fixed Annuities, Mutual Funds, Series 63, 401k, Asset Allocation, Investment Strategies, Portfolio Management, Technical Analysis, Stock Market Analysis, Public Speaking, Bonds
Education
University of Nebraska College of Medicine 1982 — 1988
Bachelor of Science (B.Sc.), Pre-Medicine/Pre-Medical Studies
Lincoln Southeast High School 1979 — 1982
Diploma, College Prep
Christine Denham Christine Denham's Raymond James Financial Services Experience 2009 - 2013
Job Business Owner at Denham Virtual Planners
Industry Financial Services
Experience
Liberty University Online October 2013 - Present
Denham Virtual Planners 2013 - Present
Legacy Marketing Group 2004 - Present
Raymond James Financial Services 2009 - 2013
Focus Financial Group 2007 - 2009
Cambridge Connection 2005 - 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Editing, Financeware, Financial Profiles, Morningstar, Lacerte Tax Software, ACT CRM software, Worldox, Finance, Strategic Financial..., CRM, Portfolio Management, Trading, Retirement, Analysis, Investments, Marketing, Asset Management, Retirement Planning, Wealth Management, Financial Planning
Education
Additional Financial Licenses
Series 66, Series 7, Life, Accident and Health Insurance Licensed
H&R Block Tax Training
Individual Income Tax Preparation
Oakland University
CFP Educational Certificate, Certified Financial Planner
University of Tulsa
Bachelor of Science, Business Administration, Major: Marketing, Minors: Spanish and Finance, Magna Cum Laude
University of Tulsa
Master of Business Administration (MBA), Finance, General
Liberty University Online October 2013 - Present
Denham Virtual Planners 2013 - Present
Legacy Marketing Group 2004 - Present
Raymond James Financial Services 2009 - 2013
Focus Financial Group 2007 - 2009
Cambridge Connection 2005 - 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Editing, Financeware, Financial Profiles, Morningstar, Lacerte Tax Software, ACT CRM software, Worldox, Finance, Strategic Financial..., CRM, Portfolio Management, Trading, Retirement, Analysis, Investments, Marketing, Asset Management, Retirement Planning, Wealth Management, Financial Planning
Education
Additional Financial Licenses
Series 66, Series 7, Life, Accident and Health Insurance Licensed
H&R Block Tax Training
Individual Income Tax Preparation
Oakland University
CFP Educational Certificate, Certified Financial Planner
University of Tulsa
Bachelor of Science, Business Administration, Major: Marketing, Minors: Spanish and Finance, Magna Cum Laude
University of Tulsa
Master of Business Administration (MBA), Finance, General
Cassandra Washington's Raymond James Financial Services Experience January 2007 - August 2009
Job Freelance Writer/Marketing Professional
Industry Entertainment
Experience
Comcast April 2014 - Present
Freelancer January 2013 - Present
American Red Cross December 2011 - December 2013
Kontrol Magazine January 2010 - January 2013
Tech Data Corporation August 2009 - November 2011
Raymond James Financial Services January 2007 - August 2009
Wright Entertainment Group2006 August 2006 - December 2006
Orlando Magic September 2005 - February 2006
Skills
Social Media, Copywriting, Editing, Marketing, Team Building, Management, Time Management, Sales, Public Speaking, Budgets, Social Media Marketing, Program Management, Email Marketing, Creative Writing, Social Networking, Marketing Communications, Blogging, Leadership, Entertainment, Interviews, Event Management, Public Relations, Facebook, Event Planning, Online Marketing
Education
University of Central Florida
Bachelor of Science Degree, Marketing
Comcast April 2014 - Present
Freelancer January 2013 - Present
American Red Cross December 2011 - December 2013
Kontrol Magazine January 2010 - January 2013
Tech Data Corporation August 2009 - November 2011
Raymond James Financial Services January 2007 - August 2009
Wright Entertainment Group2006 August 2006 - December 2006
Orlando Magic September 2005 - February 2006
Skills
Social Media, Copywriting, Editing, Marketing, Team Building, Management, Time Management, Sales, Public Speaking, Budgets, Social Media Marketing, Program Management, Email Marketing, Creative Writing, Social Networking, Marketing Communications, Blogging, Leadership, Entertainment, Interviews, Event Management, Public Relations, Facebook, Event Planning, Online Marketing
Education
University of Central Florida
Bachelor of Science Degree, Marketing
Craig Hackler Craig Hackler's Raymond James Financial Services Experience February 2000 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services February 2000 - Present
Skills
Finance, Securities, Financial Services, Retirement Planning, Series 9/10 Supervisor, Group 1, Life, Health,..., Investments
Education
The University of Texas at Austin 1971 — 1975
BA, Government, Political Science
Raymond James Financial Services February 2000 - Present
Skills
Finance, Securities, Financial Services, Retirement Planning, Series 9/10 Supervisor, Group 1, Life, Health,..., Investments
Education
The University of Texas at Austin 1971 — 1975
BA, Government, Political Science
Greg Miner, CFP® Greg Miner, CFP®'s Raymond James Financial Services Experience November 2005 - Present
Job SVP, Portfolio Manager at Cornerstone Financial Partners LLC
Industry Investment Management
Experience
Raymond James Financial Services November 2005 - Present
Cornerstone Financial Partners LLC July 2014 - Present
Cornerstone Financial Partners LLC July 2011 - July 2014
Danversbank November 2005 - June 2011
Education
University of New Hampshire - Whittemore School of Business and Economics
B.S., Business Administration - Finance Concentration
Raymond James Financial Services November 2005 - Present
Cornerstone Financial Partners LLC July 2014 - Present
Cornerstone Financial Partners LLC July 2011 - July 2014
Danversbank November 2005 - June 2011
Education
University of New Hampshire - Whittemore School of Business and Economics
B.S., Business Administration - Finance Concentration
Terry Nibarger, CFP Terry Nibarger, CFP's Raymond James Financial Services Experience January 2010 - Present
Job Financial Advisor, Branch Manager, Raymond James Financial Services, Inc. Member FINRA/SIPC. Dave Ramsey Investment ELP
Industry Investment Management
Experience
Raymond James Financial Services January 2010 - Present
Dave Ramsey's Endorsed Local Provider (ELP) January 2014 - Present
Investment Center at Citizens Bank & Trust May 1996 - January 2010
American Express Financial Advisors August 1990 - May 1996
Skills
Retirement Planning, Wealth Management, Retirement, Financial Services, Financial Advisory, Securities, Investments, Finance, Investment Advisory, Estate Planning, Strategic Financial..., Investment Strategies, Financial Planning, Mutual Funds, Series 7, Asset Allocation, Annuities, IRA's, Insurance Planning, Retirement Income..., 401k, Portfolio Management, Series 24, Series 63, Long Term Care, 401k Rollovers, Wealth Transfer, Wealth Preservation
Education
University of Central Missouri 1979 — 1981
BSBA, Finance
University of Missouri-Columbia 1977 — 1979
Agricultural Economics
Raymond James Financial Services January 2010 - Present
Dave Ramsey's Endorsed Local Provider (ELP) January 2014 - Present
Investment Center at Citizens Bank & Trust May 1996 - January 2010
American Express Financial Advisors August 1990 - May 1996
Skills
Retirement Planning, Wealth Management, Retirement, Financial Services, Financial Advisory, Securities, Investments, Finance, Investment Advisory, Estate Planning, Strategic Financial..., Investment Strategies, Financial Planning, Mutual Funds, Series 7, Asset Allocation, Annuities, IRA's, Insurance Planning, Retirement Income..., 401k, Portfolio Management, Series 24, Series 63, Long Term Care, 401k Rollovers, Wealth Transfer, Wealth Preservation
Education
University of Central Missouri 1979 — 1981
BSBA, Finance
University of Missouri-Columbia 1977 — 1979
Agricultural Economics
Jarett Brugger Jarett Brugger's Raymond James Financial Services Experience July 2006 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services July 2006 - Present
Skills
Retirement, Estate Planning, Strategic Financial..., Retirement Planning, Life Insurance, 401k Rollovers, Disability Insurance, Wealth Management, Investment Advisory, IRAs, Series 7, Wealth Accumulation, Fixed Annuities, Financial Advisory, Wealth, Term Life Insurance, Long-term Care, Investments, Mortgage Lending, Financial Planners, Insurance, High Net Worth..., Asset Allocation, 401k, Health Insurance, Trusts, Investment Strategies, 529 Plans, Universal Life, Pensions, Saving for Education, Underwriting, Loans, Long Term Care Insurance, Mutual Funds, Employee Benefits, Uniform Combined State..., Critical Illness, Series 63, Alternative Investments, Securities, Inheritance Tax Planning, Personal Finance, Savings, Income Protection, Financial Services, Residential Mortgages, Refinance, Small Business, Asset Management
Education
Texas Tech University
Raymond James Financial Services July 2006 - Present
Skills
Retirement, Estate Planning, Strategic Financial..., Retirement Planning, Life Insurance, 401k Rollovers, Disability Insurance, Wealth Management, Investment Advisory, IRAs, Series 7, Wealth Accumulation, Fixed Annuities, Financial Advisory, Wealth, Term Life Insurance, Long-term Care, Investments, Mortgage Lending, Financial Planners, Insurance, High Net Worth..., Asset Allocation, 401k, Health Insurance, Trusts, Investment Strategies, 529 Plans, Universal Life, Pensions, Saving for Education, Underwriting, Loans, Long Term Care Insurance, Mutual Funds, Employee Benefits, Uniform Combined State..., Critical Illness, Series 63, Alternative Investments, Securities, Inheritance Tax Planning, Personal Finance, Savings, Income Protection, Financial Services, Residential Mortgages, Refinance, Small Business, Asset Management
Education
Texas Tech University
Don Player Don Player's Raymond James Financial Services Experience 1996 - 2007
Job AVP Business Analytics at Bank of America
Industry Banking
Experience
Bank of America 2007 - Present
Raymond James Financial Services 1996 - 2007
AT&T 1994 - 1996
Skills
Business Analysis, Process Improvement, Strategic Planning, Leadership, Customer Service, Management, Insurance, Microsoft Excel, New Business Development, Training, Project Management, Change Management, Product Management, Access, Sales Management, Analytical Skills, Program Management, Microsoft Office, Selling, Performance Management, Small Business, Negotiation, Banking, Forecasting, Analysis, Strategy, Business Strategy, Vendor Management, Sales, Team Leadership, Mergers & Acquisitions, Start-ups, Budgets
Education
The Citadel 1978 — 1980
MBA, Business
Bank of America 2007 - Present
Raymond James Financial Services 1996 - 2007
AT&T 1994 - 1996
Skills
Business Analysis, Process Improvement, Strategic Planning, Leadership, Customer Service, Management, Insurance, Microsoft Excel, New Business Development, Training, Project Management, Change Management, Product Management, Access, Sales Management, Analytical Skills, Program Management, Microsoft Office, Selling, Performance Management, Small Business, Negotiation, Banking, Forecasting, Analysis, Strategy, Business Strategy, Vendor Management, Sales, Team Leadership, Mergers & Acquisitions, Start-ups, Budgets
Education
The Citadel 1978 — 1980
MBA, Business
Derek Skains Derek Skains's Raymond James Financial Services Experience May 2003 - August 2009
Job President at Skains Investment Partners
Industry Financial Services
Experience
Skains Investment Partners August 2009 - Present
Raymond James Financial Services May 2003 - August 2009
Wachovia Securities 1999 - 2003
Prudential Securities 1995 - 1999
Smith Barney 1989 - 1996
Skills
Strategic Financial..., Investments, Series 7, Retirement Planning, Investment Advisory, Mutual Funds, Retirement, 401k, Series 63, Asset Allocation, Asset Managment, Small Business Lending, Securities, Finance, Investment Management, Financial Advisory, Management, Financial Services, Estate Planning, Insurance, FINRA, Life Insurance, Bonds
Education
University of Houston 1980 — 1985
BBA Finance, Finance
John Foster Dulles High School 1977 — 1980
LWMA
Skains Investment Partners August 2009 - Present
Raymond James Financial Services May 2003 - August 2009
Wachovia Securities 1999 - 2003
Prudential Securities 1995 - 1999
Smith Barney 1989 - 1996
Skills
Strategic Financial..., Investments, Series 7, Retirement Planning, Investment Advisory, Mutual Funds, Retirement, 401k, Series 63, Asset Allocation, Asset Managment, Small Business Lending, Securities, Finance, Investment Management, Financial Advisory, Management, Financial Services, Estate Planning, Insurance, FINRA, Life Insurance, Bonds
Education
University of Houston 1980 — 1985
BBA Finance, Finance
John Foster Dulles High School 1977 — 1980
LWMA
Jason Thackeray Jason Thackeray's Raymond James Financial Services Experience July 2005 - Present
Job Compliance Director Raymond James Financial Services/Chief Compliance Officer of RJFSA
Industry Financial Services
Experience
Raymond James Financial Services July 2005 - Present
FSI 2004 - 2014
FSI 2004 - 2014
Raymond James Financial Services July 2002 - June 2004
Skills
Series 24, FINRA, Series 7, Securities, Series 63, Investment Advisory, Mutual Funds, Wealth Management, Retirement Planning, Uniform Combined State..., Retirement, Investments, Series 65, Risk Management, Estate Planning, Securities Regulation, SEC, Alternative Investments, Asset Allocation, Asset Management, AML, Hedge Funds, Fixed Annuities, Financial Services, Equities, Fixed Income, Investment Strategies
Education
University of Florida 1991 — 1996
Bachelor of Arts (BA), History
University of Florida 1991 — 1996
BA History
Raymond James Financial Services July 2005 - Present
FSI 2004 - 2014
FSI 2004 - 2014
Raymond James Financial Services July 2002 - June 2004
Skills
Series 24, FINRA, Series 7, Securities, Series 63, Investment Advisory, Mutual Funds, Wealth Management, Retirement Planning, Uniform Combined State..., Retirement, Investments, Series 65, Risk Management, Estate Planning, Securities Regulation, SEC, Alternative Investments, Asset Allocation, Asset Management, AML, Hedge Funds, Fixed Annuities, Financial Services, Equities, Fixed Income, Investment Strategies
Education
University of Florida 1991 — 1996
Bachelor of Arts (BA), History
University of Florida 1991 — 1996
BA History
Rebecca Lanphear, CMP, CMM's Raymond James Financial Services Experience March 2004 - Present
Job Director, Meetings & Conventions, Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services March 2004 - Present
Skills
Meeting Planning, Trade Shows, Corporate Events, Event Planning, Event Management, Registration, Location Intelligence, Hospitality, Contract Negotiation, Hotels, Budgets, Marketing, Sponsorship, Fundraising, Marketing Communications, Customer Service, Hospitality Management, Public Relations, Incentives, Revenue Analysis, Travel Management, Food & Beverage
Education
University of Central Florida 1993 — 1997
Bachelor of Arts (B.A.), Organizational Communication, General
Raymond James Financial Services March 2004 - Present
Skills
Meeting Planning, Trade Shows, Corporate Events, Event Planning, Event Management, Registration, Location Intelligence, Hospitality, Contract Negotiation, Hotels, Budgets, Marketing, Sponsorship, Fundraising, Marketing Communications, Customer Service, Hospitality Management, Public Relations, Incentives, Revenue Analysis, Travel Management, Food & Beverage
Education
University of Central Florida 1993 — 1997
Bachelor of Arts (B.A.), Organizational Communication, General
Chad Adams Chad Adams's Raymond James Financial Services Experience October 1995 - Present
Job President, Adams Bank & Trust
Industry Banking
Experience
Adams Bank & Trust September 1986 - Present
Western Insurors September 1986 - Present
Adams Mortgage November 2006 - Present
Graduate School of Banking, Boulder, CO March 2009 - Present
Raymond James Financial Services October 1995 - Present
Colorado Bankers Association May 2013 - Present
Bankers Bank of the West March 2004 - April 2014
US Army May 1981 - December 1989
Coopers & Lybrand May 1984 - September 1986
Skills
Customer Service, Credit Risk, Lines Of Credit, Refinance, Mortgage Banking, Sales Management, Real Estate, Relationship Management, Loan Origination, Investments, Commercial Banking, Strategic Financial..., Portfolio Management, Retail Banking, Auditing, Cash Management, Risk Management, Real Estate Financing, Financial Institutions, Executive Management, Commercial Lending, Finance, Insurance, Securities, Small Business Lending, Credit, Credit Analysis, Commercial Mortgages, Financial Risk, Business Development, Underwriting, Financial Services, Consumer Lending, Financial Analysis, Small Business, Mortgage Lending, Loans, Banking, Construction Loans
Education
University of Nebraska College of Law 1981 — 1984
JD, Secured Transactions; Taxation
University of Nebraska-Lincoln 1977 — 1981
BS, CPA, Business
Graduate School of Banking at Colorado 1990 — 1991
Banking
Adams Bank & Trust September 1986 - Present
Western Insurors September 1986 - Present
Adams Mortgage November 2006 - Present
Graduate School of Banking, Boulder, CO March 2009 - Present
Raymond James Financial Services October 1995 - Present
Colorado Bankers Association May 2013 - Present
Bankers Bank of the West March 2004 - April 2014
US Army May 1981 - December 1989
Coopers & Lybrand May 1984 - September 1986
Skills
Customer Service, Credit Risk, Lines Of Credit, Refinance, Mortgage Banking, Sales Management, Real Estate, Relationship Management, Loan Origination, Investments, Commercial Banking, Strategic Financial..., Portfolio Management, Retail Banking, Auditing, Cash Management, Risk Management, Real Estate Financing, Financial Institutions, Executive Management, Commercial Lending, Finance, Insurance, Securities, Small Business Lending, Credit, Credit Analysis, Commercial Mortgages, Financial Risk, Business Development, Underwriting, Financial Services, Consumer Lending, Financial Analysis, Small Business, Mortgage Lending, Loans, Banking, Construction Loans
Education
University of Nebraska College of Law 1981 — 1984
JD, Secured Transactions; Taxation
University of Nebraska-Lincoln 1977 — 1981
BS, CPA, Business
Graduate School of Banking at Colorado 1990 — 1991
Banking
James Stoner Holk James Stoner Holk's Raymond James Financial Services Experience September 2006 - March 2009
Job Portfolio Manager at SMS Financial LLC
Industry Investment Management
Experience
SMS Financial LLC April 2009 - Present
Raymond James Financial Services September 2006 - March 2009
UCSD Transportation & Parking Services June 2002 - August 2006
Skills
Portfolio Management, Financial Planning, Investments
Education
University of San Francisco 2007 — 2009
Master of Science (MSc), Financial Analysis, 3.66
University of California, San Diego 2000 — 2005
BA, Philosophy & Economics
SMS Financial LLC April 2009 - Present
Raymond James Financial Services September 2006 - March 2009
UCSD Transportation & Parking Services June 2002 - August 2006
Skills
Portfolio Management, Financial Planning, Investments
Education
University of San Francisco 2007 — 2009
Master of Science (MSc), Financial Analysis, 3.66
University of California, San Diego 2000 — 2005
BA, Philosophy & Economics
Crystal Bruce Crystal Bruce's Raymond James Financial Services Experience June 2001 - April 2007
Job Professional Meeting and Event Planner and President of FairWind Meetings & Events, Inc.
Industry Events Services
Experience
FairWind Meetings & Events May 2007 - Present
Raymond James Financial Services June 2001 - April 2007
Georgia Association of Realtors May 1999 - June 2001
Education
University of Florida 1995 — 1999
Bachelor of Science, Public Relations
FairWind Meetings & Events May 2007 - Present
Raymond James Financial Services June 2001 - April 2007
Georgia Association of Realtors May 1999 - June 2001
Education
University of Florida 1995 — 1999
Bachelor of Science, Public Relations
Jennifer DeLorbe Quire's Raymond James Financial Services Experience April 2008 - July 2009
Job Associate Financial Advisor at Wrenne Financial Planning LLC
Industry Financial Services
Experience
Wrenne Financial Planning LLC November 2014 - Present
Northwestern Mutual November 2009 - October 2014
Raymond James Financial Services April 2008 - July 2009
Skills
Strategic Financial..., Fixed Annuities, Series 7, Insurance, Investments, Financial Planning, Disability Insurance, Life Insurance, Finance, Financial Analysis, Coaching, Team Building, Microsoft Excel, Retirement Planning
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Finance, Business
Mountain Vista High School 2001 — 2005
Wrenne Financial Planning LLC November 2014 - Present
Northwestern Mutual November 2009 - October 2014
Raymond James Financial Services April 2008 - July 2009
Skills
Strategic Financial..., Fixed Annuities, Series 7, Insurance, Investments, Financial Planning, Disability Insurance, Life Insurance, Finance, Financial Analysis, Coaching, Team Building, Microsoft Excel, Retirement Planning
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Finance, Business
Mountain Vista High School 2001 — 2005
Kenneth Yates's Raymond James Financial Services Experience January 2012 - December 2012
Job Finance Manager at KTown Cars
Industry Financial Services
Experience
K-Town Cars October 2013 - Present
Carolina Capital Management January 2013 - October 2013
Raymond James Financial Services January 2012 - December 2012
Benham Real Estate Group January 2008 - December 2012
K-Town-Cars January 2007 - January 2008
Skills
Retirement Planning, Life Insurance, Health Insurance, Long Term Care Insurance, Mutual Funds, Wealth Management, Risk Management, Real Estate, Entrepreneurship, Securities, Investments, Purchasing, Leadership
Education
North Carolina State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration - Finance
K-Town Cars October 2013 - Present
Carolina Capital Management January 2013 - October 2013
Raymond James Financial Services January 2012 - December 2012
Benham Real Estate Group January 2008 - December 2012
K-Town-Cars January 2007 - January 2008
Skills
Retirement Planning, Life Insurance, Health Insurance, Long Term Care Insurance, Mutual Funds, Wealth Management, Risk Management, Real Estate, Entrepreneurship, Securities, Investments, Purchasing, Leadership
Education
North Carolina State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration - Finance
Lynn Sautter Beal's Raymond James Financial Services Experience July 2002 - June 2003
Job VP, Portfolio Manager, U.S. National Trust at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan June 2011 - Present
Franklin County Republican Party August 2008 - Present
OhioHealth Corporation September 2008 - June 2011
Morgan Stanley Smith Barney, Graystone Consulting July 2006 - September 2008
Meeder Financial December 2003 - July 2006
Columbus City Auditor 2005 - 2005
Raymond James Financial Services July 2002 - June 2003
McCloy Financial Services June 2000 - July 2002
Education
Otterbein University
Bachelor of Arts (B.A.), Business Administration, Magna Cum Laude with Departmental Honors
The Ohio State University
Economics
Northwestern University 2015 — 2018
Master of Science (M.S.), Predictive Analytics
J.P. Morgan June 2011 - Present
Franklin County Republican Party August 2008 - Present
OhioHealth Corporation September 2008 - June 2011
Morgan Stanley Smith Barney, Graystone Consulting July 2006 - September 2008
Meeder Financial December 2003 - July 2006
Columbus City Auditor 2005 - 2005
Raymond James Financial Services July 2002 - June 2003
McCloy Financial Services June 2000 - July 2002
Education
Otterbein University
Bachelor of Arts (B.A.), Business Administration, Magna Cum Laude with Departmental Honors
The Ohio State University
Economics
Northwestern University 2015 — 2018
Master of Science (M.S.), Predictive Analytics
James C. Aldendifer, CFP® James C. Aldendifer, CFP®'s Raymond James Financial Services Experience May 2013 - Present
Job Raymond James Financial Services Inc., Member FINRA/SIPC, 5700 Granite Parkway, Suite 320, Tel. 9724031025
Industry Financial Services
Experience
Raymond James Financial Services May 2013 - Present
Morgan Stanley Smith Barney September 1981 - May 2013
Skills
Portfolio Management, Equities, Investments, Wealth Management, Asset Allocation, Asset Management, Mutual Funds, Series 7, Advisors are not...
Education
Southern Methodist University 1979 — 1980
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1974 — 1978
Bachelor of Arts (B.A.), Finance
Raymond James Financial Services May 2013 - Present
Morgan Stanley Smith Barney September 1981 - May 2013
Skills
Portfolio Management, Equities, Investments, Wealth Management, Asset Allocation, Asset Management, Mutual Funds, Series 7, Advisors are not...
Education
Southern Methodist University 1979 — 1980
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1974 — 1978
Bachelor of Arts (B.A.), Finance
Rich Smith, CFP®'s Raymond James Financial Services Experience 2008 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Raymond James Financial Services 2008 - Present
Arribas Brothers at Walt Disney World May 2004 - January 2008
Fairbanks Group Inc. February 1995 - April 2004
Tupperware March 1989 - May 1994
Skills
Finance, Investments, Financial Analysis, Retirement, Strategic Planning, Portfolio Management, Wealth Management, Business Planning, Retirement Planning, Asset Management, 401k, Management, Financial Services, Strategic Financial..., Estate Planning, Financial Advisory, Small Business, Risk Management
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
MBA, Finance, Entrepreneurship
Warner Southern College 1989 — 1991
BA, Management
Raymond James Financial Services 2008 - Present
Arribas Brothers at Walt Disney World May 2004 - January 2008
Fairbanks Group Inc. February 1995 - April 2004
Tupperware March 1989 - May 1994
Skills
Finance, Investments, Financial Analysis, Retirement, Strategic Planning, Portfolio Management, Wealth Management, Business Planning, Retirement Planning, Asset Management, 401k, Management, Financial Services, Strategic Financial..., Estate Planning, Financial Advisory, Small Business, Risk Management
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
MBA, Finance, Entrepreneurship
Warner Southern College 1989 — 1991
BA, Management
Andrew Swenson Andrew Swenson's Raymond James Financial Services Experience October 2000 - June 2003
Job Entrepreneur
Industry Real Estate
Experience
The Premier Group May 2014 - Present
Hartford Financial Services December 2008 - August 2013
Self employed December 2007 - December 2008
Hartford Financial Services August 2005 - December 2007
Swenson Financial Services June 2003 - August 2005
Raymond James Financial Services October 2000 - June 2003
Skills
Mutual Funds, Bank Loans, Swaps, Fund Accounting, Microsoft Excel, Bloomberg Terminal, Trading, MBS, Currency, Financial Analysis, ABS, Alternative Investments, Fixed Income, Investments, Equities, Finance, Options, Bonds, Real Estate
Education
University of Colorado Colorado Springs 1999 — 2003
Bachelor’s Degree, Finance, General
Northfield High School 1993 — 1996
The Premier Group May 2014 - Present
Hartford Financial Services December 2008 - August 2013
Self employed December 2007 - December 2008
Hartford Financial Services August 2005 - December 2007
Swenson Financial Services June 2003 - August 2005
Raymond James Financial Services October 2000 - June 2003
Skills
Mutual Funds, Bank Loans, Swaps, Fund Accounting, Microsoft Excel, Bloomberg Terminal, Trading, MBS, Currency, Financial Analysis, ABS, Alternative Investments, Fixed Income, Investments, Equities, Finance, Options, Bonds, Real Estate
Education
University of Colorado Colorado Springs 1999 — 2003
Bachelor’s Degree, Finance, General
Northfield High School 1993 — 1996
Tony Blum's Raymond James Financial Services Experience June 2001 - January 2013
Job ►Owner Envisionlink LLC●Ecommerce Entrepreneur●Internet Marketer and Online Shopping Consultant
Industry Marketing and Advertising
Experience
► Envisionlink LLC July 2006 - Present
► Smart College Solutions 2004 - Present
► Prime Events September 1970 - Present
Raymond James Financial Services June 2001 - January 2013
Tony Blum CPA April 1984 - February 1998
Skills
Online Marketing, Social Media Marketing, Blogging, Facebook Marketing, Traffic Generation, E-commerce, Video Marketing, Video Production, Sales Funnels, Training, Entrepreneurship, Online Advertising, Social Networking, Marketing Strategy, Small Business, Social Media, Marketing, Email Marketing, Advertising, Leadership
Education
Rider University 1965 — 1969
BS in Commnerce, Business
► Envisionlink LLC July 2006 - Present
► Smart College Solutions 2004 - Present
► Prime Events September 1970 - Present
Raymond James Financial Services June 2001 - January 2013
Tony Blum CPA April 1984 - February 1998
Skills
Online Marketing, Social Media Marketing, Blogging, Facebook Marketing, Traffic Generation, E-commerce, Video Marketing, Video Production, Sales Funnels, Training, Entrepreneurship, Online Advertising, Social Networking, Marketing Strategy, Small Business, Social Media, Marketing, Email Marketing, Advertising, Leadership
Education
Rider University 1965 — 1969
BS in Commnerce, Business
Deny Knapschaefer Deny Knapschaefer's Raymond James Financial Services Experience December 1999 - Present
Job Financial Advisor, CLU, ChFC, CFP®
Industry Financial Services
Experience
US Freshwater Boaters Alliance 2014 - Present
Raymond James Financial Services December 1999 - Present
First Financial Bank December 1996 - Present
Robert W. Baird & Co. June 1990 - December 1996
Northwestern Mutual April 1989 - December 1996
Skills
Wealth Management, Portfolio Management, Investments, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Banking, Credit, Financial Analysis, Investment Advisory, Finance, Insurance, Financial Planning, Securities
Education
The American College 1992 — 1995
Profiessional Designations, CLU, ChFC
Wright State University 1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General
US Freshwater Boaters Alliance 2014 - Present
Raymond James Financial Services December 1999 - Present
First Financial Bank December 1996 - Present
Robert W. Baird & Co. June 1990 - December 1996
Northwestern Mutual April 1989 - December 1996
Skills
Wealth Management, Portfolio Management, Investments, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Banking, Credit, Financial Analysis, Investment Advisory, Finance, Insurance, Financial Planning, Securities
Education
The American College 1992 — 1995
Profiessional Designations, CLU, ChFC
Wright State University 1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Ken Aiken Ken Aiken's Raymond James Financial Services Experience March 2002 - January 2007
Job Sales Representative Cadillac of Portland
Industry Automotive
Experience
Cadillac of Portland July 2015 - Present
Hertz July 2014 - June 2015
Gresham Toyota Inc August 2012 - June 2014
Lum’s Auto Center August 2011 - July 2012
Farmers Insurance January 2010 - December 2011
Gresham Toyota Scion September 2010 - August 2011
Self employed April 2007 - March 2009
TLC Credit Union January 2007 - April 2007
Raymond James Financial Services March 2002 - January 2007
Charles Schwab, Inc July 1987 - May 1999
Skills
Automotive, Microsoft Office, Microsoft Excel, Lean Manufacturing, Customer Service, Negotiation, Strategic Planning, Project Management, Continuous Improvement, Sales Management, Microsoft Word, Product Development, Manufacturing, PowerPoint, Six Sigma, Customer Service..., Sales, Public Speaking, Inventory Management, Social Media Marketing, Investments, Team Building, Process Improvement
Education
OSU
BS, Finance, General
Oregon State University
Bachelors of Science, Finance
Cadillac of Portland July 2015 - Present
Hertz July 2014 - June 2015
Gresham Toyota Inc August 2012 - June 2014
Lum’s Auto Center August 2011 - July 2012
Farmers Insurance January 2010 - December 2011
Gresham Toyota Scion September 2010 - August 2011
Self employed April 2007 - March 2009
TLC Credit Union January 2007 - April 2007
Raymond James Financial Services March 2002 - January 2007
Charles Schwab, Inc July 1987 - May 1999
Skills
Automotive, Microsoft Office, Microsoft Excel, Lean Manufacturing, Customer Service, Negotiation, Strategic Planning, Project Management, Continuous Improvement, Sales Management, Microsoft Word, Product Development, Manufacturing, PowerPoint, Six Sigma, Customer Service..., Sales, Public Speaking, Inventory Management, Social Media Marketing, Investments, Team Building, Process Improvement
Education
OSU
BS, Finance, General
Oregon State University
Bachelors of Science, Finance
Brent Simms Brent Simms's Raymond James Financial Services Experience 1989 - Present
Job Investment Executive at Raymond James Financial Services
Industry Financial Services
Experience
Salng Simms Associates, Inc 1989 - Present
Raymond James Financial Services 1989 - Present
Skills
Strategic Planning, Process Improvement, Accounting, Forecasting, Business Strategy, Team Building, New Business Development, Customer Service, Access, Microsoft Excel, Sales, Series 7, Management, Small Business, Leadership, Account Management, Business Development, Sales Management, Marketing Strategy, Operations Management
Education
Ohio Dominican College 1983 — 1987
Bachelor's degree, Business Administration and Management, General
Salng Simms Associates, Inc 1989 - Present
Raymond James Financial Services 1989 - Present
Skills
Strategic Planning, Process Improvement, Accounting, Forecasting, Business Strategy, Team Building, New Business Development, Customer Service, Access, Microsoft Excel, Sales, Series 7, Management, Small Business, Leadership, Account Management, Business Development, Sales Management, Marketing Strategy, Operations Management
Education
Ohio Dominican College 1983 — 1987
Bachelor's degree, Business Administration and Management, General
Nancy K. Caton Nancy K. Caton's Raymond James Financial Services Experience 1990 - 2013
Job Managing Director at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group July 2013 - Present
Caton Financial, Inc. An Independent Investment Advisor Firm 1990 - 2013
Raymond James Financial Services 1990 - 2013
Skills
Strategic Financial..., Long-term Care, Portfolio Management, Retirement Planning, Retirement, Investment Advisory, IRAs, Estate Planning, 401k Rollovers, Fixed Annuities, Mutual Funds, Investments, Chartered Financial..., Holistic Financial..., Comprehensive Wealth..., Wealth Advisor, Financial Advisory, Securities, Wealth Management, Financial Planning
Education
University of California, Berkeley
Western Washington University
Carson Wealth Management Group July 2013 - Present
Caton Financial, Inc. An Independent Investment Advisor Firm 1990 - 2013
Raymond James Financial Services 1990 - 2013
Skills
Strategic Financial..., Long-term Care, Portfolio Management, Retirement Planning, Retirement, Investment Advisory, IRAs, Estate Planning, 401k Rollovers, Fixed Annuities, Mutual Funds, Investments, Chartered Financial..., Holistic Financial..., Comprehensive Wealth..., Wealth Advisor, Financial Advisory, Securities, Wealth Management, Financial Planning
Education
University of California, Berkeley
Western Washington University
Lori Vieau, WMS Lori Vieau, WMS's Raymond James Financial Services Experience 2007 - 2009
Job Sr. Investment Management Specialist at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates October 2014 - Present
Raymond James & Associates July 2009 - September 2014
Raymond James Financial Services 2007 - 2009
Home 2004 - 2007
AstraZeneca 2000 - 2004
Frito-Lay, Inc. 1999 - 2000
Frito-Lay, Inc. 1994 - 1999
Frito-Lay, Inc. 1993 - 1994
Frito-Lay, Inc. 1991 - 1993
Skills
Hold Series 7, Series 66, Sales, Customer Service, Business Planning, Sales Management, Competitive Analysis, Business Development, Marketing, CRM, Key Account Management, Leadership, Training, Selling, Negotiation, Sales Operations
Education
University of North Texas
Bachelor of Business Administration, Marketing
Raymond James & Associates October 2014 - Present
Raymond James & Associates July 2009 - September 2014
Raymond James Financial Services 2007 - 2009
Home 2004 - 2007
AstraZeneca 2000 - 2004
Frito-Lay, Inc. 1999 - 2000
Frito-Lay, Inc. 1994 - 1999
Frito-Lay, Inc. 1993 - 1994
Frito-Lay, Inc. 1991 - 1993
Skills
Hold Series 7, Series 66, Sales, Customer Service, Business Planning, Sales Management, Competitive Analysis, Business Development, Marketing, CRM, Key Account Management, Leadership, Training, Selling, Negotiation, Sales Operations
Education
University of North Texas
Bachelor of Business Administration, Marketing
Olga Tsoy's Raymond James Financial Services Experience May 2003 - March 2005
Job VP, Enterprise Volcker Compliance at Bank of America
Industry Financial Services
Experience
Bank of America September 2015 - Present
Barclays Investment Bank December 2013 - September 2015
JP Morgan February 2007 - December 2013
Wachovia Securities March 2005 - February 2007
Raymond James Financial Services May 2003 - March 2005
Skills
Series 7, Series 4, Series 24
Education
Schiller International University 1997 — 1999
MBA, International Business
Bank of America September 2015 - Present
Barclays Investment Bank December 2013 - September 2015
JP Morgan February 2007 - December 2013
Wachovia Securities March 2005 - February 2007
Raymond James Financial Services May 2003 - March 2005
Skills
Series 7, Series 4, Series 24
Education
Schiller International University 1997 — 1999
MBA, International Business
SANDRA HOY SANDRA HOY's Raymond James Financial Services Experience 2002 - 2004
Job Independent Agent at Insphere Insurance Solutions
Industry Financial Services
Experience
Insphere Insurance Solutions August 2010 - Present
Healthcare Hospice April 2010 - Present
Legacy Solutions Plus, LLC November 2007 - Present
BrokerHunter.com July 2007 - May 2008
Lakeside Renovations June 2005 - December 2007
Sterling Life Insurance Co January 2007 - May 2007
World Financial Group April 2004 - January 2005
World Financial Group (WFG) 2004 - 2005
Raymond James Financial Services 2002 - 2004
Harmon Financial Advisors 2000 - 2002
Skills
Medicare Supplements, Insurance
Education
University of Detroit Mercy 1973 — 1973
Social Work - Substance Abuse Treatment
University of Michigan 1973 — 1973
Social Work
Oakland University 1972 — 1973
Social Work - Substance Abuse Treatment
Oakland Community College 1971 — 1972
Social Work - Substance Abuse Treatment
Insphere Insurance Solutions August 2010 - Present
Healthcare Hospice April 2010 - Present
Legacy Solutions Plus, LLC November 2007 - Present
BrokerHunter.com July 2007 - May 2008
Lakeside Renovations June 2005 - December 2007
Sterling Life Insurance Co January 2007 - May 2007
World Financial Group April 2004 - January 2005
World Financial Group (WFG) 2004 - 2005
Raymond James Financial Services 2002 - 2004
Harmon Financial Advisors 2000 - 2002
Skills
Medicare Supplements, Insurance
Education
University of Detroit Mercy 1973 — 1973
Social Work - Substance Abuse Treatment
University of Michigan 1973 — 1973
Social Work
Oakland University 1972 — 1973
Social Work - Substance Abuse Treatment
Oakland Community College 1971 — 1972
Social Work - Substance Abuse Treatment
John Vance's Raymond James Financial Services Experience 2003 - Present
Job Owner, Vance Wealth Group
Industry Financial Services
Experience
Vance Wealth Group, Inc January 2010 - Present
Raymond James Financial Services 2003 - Present
Education
Santa Clara University 1993 — 1997
Flintridge Preparatory
Vance Wealth Group, Inc January 2010 - Present
Raymond James Financial Services 2003 - Present
Education
Santa Clara University 1993 — 1997
Flintridge Preparatory
Joseph Pellegrini, WMS Joseph Pellegrini, WMS's Raymond James Financial Services Experience November 2012 - Present
Job Vice PresidentBusiness Development, Southeast Division at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services November 2012 - Present
Raymond James Financial Inc. June 2012 - November 2012
Raymond James Financial February 2008 - June 2012
Ameriprise Financial Advisors 2001 - 2007
Ameriprise Financial 2001 - 2007
United Airlines 1999 - 2001
Skills
Financial Planning, Asset Allocation, Asset Management, Cold Calling, Recruiting, Client Acquisition, Client Service, Client Relationship..., Sales Management, Seminar Presentations, Seminar Speaker, New Business Development, Investment Strategies, Insurance Planning, Estate Planning, Series 7, series 66, Asset Managment, Strategic Financial..., Financial Services, Uniform Combined State..., Business Development, CRM, Client Services, Finance, Financial Advisory, Insurance, Financial Planners, Public Speaking, Sales, Securities, Wealth Management, Retirement Planning, Mutual Funds, Customer Acquisition
Education
Nova Southeastern University 2007 — 2010
Business Management
St. Petersburg College 1998 — 1999
Plymouth State University 1996 — 1997
Raymond James Financial Services November 2012 - Present
Raymond James Financial Inc. June 2012 - November 2012
Raymond James Financial February 2008 - June 2012
Ameriprise Financial Advisors 2001 - 2007
Ameriprise Financial 2001 - 2007
United Airlines 1999 - 2001
Skills
Financial Planning, Asset Allocation, Asset Management, Cold Calling, Recruiting, Client Acquisition, Client Service, Client Relationship..., Sales Management, Seminar Presentations, Seminar Speaker, New Business Development, Investment Strategies, Insurance Planning, Estate Planning, Series 7, series 66, Asset Managment, Strategic Financial..., Financial Services, Uniform Combined State..., Business Development, CRM, Client Services, Finance, Financial Advisory, Insurance, Financial Planners, Public Speaking, Sales, Securities, Wealth Management, Retirement Planning, Mutual Funds, Customer Acquisition
Education
Nova Southeastern University 2007 — 2010
Business Management
St. Petersburg College 1998 — 1999
Plymouth State University 1996 — 1997
John F. Robb John F. Robb's Raymond James Financial Services Experience 2010 - 2011
Job TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
E*TRADE Financial 2010 - 2013
Raymond James Financial Services 2010 - 2011
Skills
Securities, Strategic Financial..., Banking, Financial Advisory, Financial Services
Education
Spring Hill College 2004 — 2009
B.S., Business Management
TIAA-CREF 2013 - Present
E*TRADE Financial 2010 - 2013
Raymond James Financial Services 2010 - 2011
Skills
Securities, Strategic Financial..., Banking, Financial Advisory, Financial Services
Education
Spring Hill College 2004 — 2009
B.S., Business Management
Josten Hegland Josten Hegland's Raymond James Financial Services Experience September 2011 - March 2013
Job Manager Advisory Compliance at LPL Financial
Industry Financial Services
Experience
LPL Finanical August 2015 - Present
LPL Finanical March 2014 - August 2015
LPL Financial March 2013 - March 2014
Raymond James Financial Services September 2011 - March 2013
TIAA-CREF November 2008 - April 2011
TIAA-CREF April 2007 - November 2008
TIAA-CREF December 2005 - April 2007
Skills
Series 63, Risk Management, Series 7, Pensions, Retirement, Wealth Management, FINRA, Mutual Funds, Securities, Series 24, Alternative Investments, Equities, Fixed Income, Investment Advisory, Uniform Combined State..., Management, IRAs, 401k, Financial Advisory, Series 6, Financial Services, Fixed Annuities
Education
St. Petersburg College
LPL Finanical August 2015 - Present
LPL Finanical March 2014 - August 2015
LPL Financial March 2013 - March 2014
Raymond James Financial Services September 2011 - March 2013
TIAA-CREF November 2008 - April 2011
TIAA-CREF April 2007 - November 2008
TIAA-CREF December 2005 - April 2007
Skills
Series 63, Risk Management, Series 7, Pensions, Retirement, Wealth Management, FINRA, Mutual Funds, Securities, Series 24, Alternative Investments, Equities, Fixed Income, Investment Advisory, Uniform Combined State..., Management, IRAs, 401k, Financial Advisory, Series 6, Financial Services, Fixed Annuities
Education
St. Petersburg College
Dan Ader Dan Ader's Raymond James Financial Services Experience May 1996 - March 2010
Job Investment Advisor at 1st Palmetto Advisors
Industry Financial Services
Experience
1st Palmetto Advisors and Sagepoint Financial May 2011 - Present
Brokersxpress March 2010 - May 2012
Raymond James Financial Services May 1996 - March 2010
Skills
Risk Management, Mutual Funds, Investments, Retirement, Brokerage, Team Leadership, Investment Strategies, Insurance, Stocks, Long-term Care, Strategic Planning, Fixed Annuities, Hedge Funds, Long Term Care Insurance, Securities, Customer Service, Strategic Financial..., Series 24, Managerial Finance, Series 7, Financial Analysis, Series 63, Financial Advisory, FINRA, Equities, Investment Advisory, Options, Portfolio Management, Bonds, Public Speaking, Asset Allocation, Retirement Planning, Life Insurance
Education
The Citadel 1965 — 1969
BS, Education
1st Palmetto Advisors and Sagepoint Financial May 2011 - Present
Brokersxpress March 2010 - May 2012
Raymond James Financial Services May 1996 - March 2010
Skills
Risk Management, Mutual Funds, Investments, Retirement, Brokerage, Team Leadership, Investment Strategies, Insurance, Stocks, Long-term Care, Strategic Planning, Fixed Annuities, Hedge Funds, Long Term Care Insurance, Securities, Customer Service, Strategic Financial..., Series 24, Managerial Finance, Series 7, Financial Analysis, Series 63, Financial Advisory, FINRA, Equities, Investment Advisory, Options, Portfolio Management, Bonds, Public Speaking, Asset Allocation, Retirement Planning, Life Insurance
Education
The Citadel 1965 — 1969
BS, Education
Francisco Ordonez Francisco Ordonez's Raymond James Financial Services Experience June 2004 - August 2004
Job AVP, Corporate and Investment Banking at Bank of America
Industry Banking
Experience
Bank of America September 2011 - Present
Citi December 2009 - September 2011
GE Capital June 2008 - December 2009
Scotia Capital April 2007 - August 2007
Scotia Capital March 2005 - April 2007
RAYMOND JAMES FINANCIAL SERVICES June 2004 - August 2004
Skills
Analysis, Asset Management, Banking, Capital Markets, Business Strategy, Competitive Analysis, Corporate Finance, Data Analysis, Due Diligence, Entrepreneurship, Finance, Financial Modeling, Investments, Management, Mergers, Portfolio Management, Project Management, Risk Management, Valuation
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Entrepreneurship and Real Estate
Tecnológico de Monterrey 2000 — 2005
B.S., Industrial Engineering
CEYCA
Bank of America September 2011 - Present
Citi December 2009 - September 2011
GE Capital June 2008 - December 2009
Scotia Capital April 2007 - August 2007
Scotia Capital March 2005 - April 2007
RAYMOND JAMES FINANCIAL SERVICES June 2004 - August 2004
Skills
Analysis, Asset Management, Banking, Capital Markets, Business Strategy, Competitive Analysis, Corporate Finance, Data Analysis, Due Diligence, Entrepreneurship, Finance, Financial Modeling, Investments, Management, Mergers, Portfolio Management, Project Management, Risk Management, Valuation
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Entrepreneurship and Real Estate
Tecnológico de Monterrey 2000 — 2005
B.S., Industrial Engineering
CEYCA
Rico Casares Rico Casares's Raymond James Financial Services Experience November 2008 - June 2012
Job
Industry Investment Management
Experience
AssetMark June 2012 - Present
Raymond James Financial Services November 2008 - June 2012
Bayshore Title May 2005 - November 2008
State Farm May 2002 - April 2005
Raymond James Financial Services June 1995 - May 2001
Skills
Client Segmentation, Practice Management, Series 7, Series 24, Series 63, Retirement Planning, Asset Allocation, Mutual Funds, Portfolio Management, Securities, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement, Financial Services, Investments, Financial Advisory, Alternative Investments, Asset Management
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
MBA, Management and Investments
University of South Florida 1993 — 1995
Bachelor of Science, Finance
University of Florida 1990 — 1993
Associate of Arts
AssetMark June 2012 - Present
Raymond James Financial Services November 2008 - June 2012
Bayshore Title May 2005 - November 2008
State Farm May 2002 - April 2005
Raymond James Financial Services June 1995 - May 2001
Skills
Client Segmentation, Practice Management, Series 7, Series 24, Series 63, Retirement Planning, Asset Allocation, Mutual Funds, Portfolio Management, Securities, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement, Financial Services, Investments, Financial Advisory, Alternative Investments, Asset Management
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
MBA, Management and Investments
University of South Florida 1993 — 1995
Bachelor of Science, Finance
University of Florida 1990 — 1993
Associate of Arts
Matthew E. Chalmers, CLU® Matthew E. Chalmers, CLU®'s Raymond James Financial Services Experience February 2013 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Decker Financial Group - An Independent Firm February 2013 - Present
Raymond James Financial Services February 2013 - Present
Northwestern Mutual February 2011 - February 2013
Northwestern Mutual December 2005 - February 2013
Education
Texas A&M University 1999 — 2003
Bachelor of Science, College of Agriculture and Life Sciences
The American College 2007 — 2011
CLU®, Insurance & Financial Services
Decker Financial Group - An Independent Firm February 2013 - Present
Raymond James Financial Services February 2013 - Present
Northwestern Mutual February 2011 - February 2013
Northwestern Mutual December 2005 - February 2013
Education
Texas A&M University 1999 — 2003
Bachelor of Science, College of Agriculture and Life Sciences
The American College 2007 — 2011
CLU®, Insurance & Financial Services
Ali Bavarian Ali Bavarian's Raymond James Financial Services Experience April 2011 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services April 2011 - Present
Edward Jones Investments January 2006 - March 2011
Compunet eBusiness Group April 2003 - December 2005
Education
University of California, Santa Barbara 1997 — 2002
BA, Business Economics
University of California, Santa Barbara 1997 — 2002
Minor, Music
Raymond James Financial Services April 2011 - Present
Edward Jones Investments January 2006 - March 2011
Compunet eBusiness Group April 2003 - December 2005
Education
University of California, Santa Barbara 1997 — 2002
BA, Business Economics
University of California, Santa Barbara 1997 — 2002
Minor, Music
Fanny Guo, CFP® Fanny Guo, CFP®'s Raymond James Financial Services Experience July 2010 - April 2013
Job Financial Advisor at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors June 2015 - Present
AXA Advisors November 2013 - Present
AXA Advisors April 2013 - November 2013
Raymond James Financial Services July 2010 - April 2013
Wells Fargo Advisors January 2008 - July 2010
Education
University of California, Riverside 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Mercer Advisors June 2015 - Present
AXA Advisors November 2013 - Present
AXA Advisors April 2013 - November 2013
Raymond James Financial Services July 2010 - April 2013
Wells Fargo Advisors January 2008 - July 2010
Education
University of California, Riverside 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Joshua Cavett Joshua Cavett's Raymond James Financial Services Experience January 2006 - Present
Job Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services January 2006 - Present
Cavett, Turner & Wyble, LLP January 2005 - May 2009
Lamar University June 2006 - December 2007
Skills
Series 7, Series 63, Series 65, CPA, Retirement Planning, Investments, Financial Planners, Strategic Financial..., Personal Financial..., Accredited Investment..., Retirement, Accounting, Finance, Wealth Management, Fiduciary, Asset Allocation
Education
Universitat de Barcelona 2005 — 2006
Intermediate Level, Castilliano/Catalan
Texas A&M University - Mays Business School 1999 — 2004
Master’s Degree, Accounting, Tax Consulting/Financial Planning
Cathedral 1995 — 1999
High School
Raymond James Financial Services January 2006 - Present
Cavett, Turner & Wyble, LLP January 2005 - May 2009
Lamar University June 2006 - December 2007
Skills
Series 7, Series 63, Series 65, CPA, Retirement Planning, Investments, Financial Planners, Strategic Financial..., Personal Financial..., Accredited Investment..., Retirement, Accounting, Finance, Wealth Management, Fiduciary, Asset Allocation
Education
Universitat de Barcelona 2005 — 2006
Intermediate Level, Castilliano/Catalan
Texas A&M University - Mays Business School 1999 — 2004
Master’s Degree, Accounting, Tax Consulting/Financial Planning
Cathedral 1995 — 1999
High School
Krysta Wright Krysta Wright's Raymond James Financial Services Experience January 2015 - Present
Job Client Service Manager at Shannon T. Pitner & Co., Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services January 2015 - Present
Women's Center in Brevard October 2012 - April 2015
Skills
Microsoft Office, Data Entry, Research, Public Speaking, Hiring, Employee Training, Telephone Skills, Community Outreach, Nonprofits, Editing, Management, Social Networking, Training, Social Media, Volunteer Management, Grant Writing, Recruiting, Budgets, Data Analysis, SPSS, Resume Writing, Administrative..., Restaurant Management, Time Management, Food & Beverage, Customer Service
Education
University of North Florida 2006 — 2010
Bachelor of Arts (B.A.), Anthropology, History
Raymond James Financial Services January 2015 - Present
Women's Center in Brevard October 2012 - April 2015
Skills
Microsoft Office, Data Entry, Research, Public Speaking, Hiring, Employee Training, Telephone Skills, Community Outreach, Nonprofits, Editing, Management, Social Networking, Training, Social Media, Volunteer Management, Grant Writing, Recruiting, Budgets, Data Analysis, SPSS, Resume Writing, Administrative..., Restaurant Management, Time Management, Food & Beverage, Customer Service
Education
University of North Florida 2006 — 2010
Bachelor of Arts (B.A.), Anthropology, History
Loretta Strong Loretta Strong's Raymond James Financial Services Experience January 2011 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services January 2011 - Present
Edward Jones January 2003 - November 2010
Independent Financial Management Group July 1977 - January 2003
Skills
Accredited Asset..., Retirement Planning, Wealth Management, Investments, Finance, Financial Services, Insurance, Risk Management, Long-term Care, Retirement, Financial Planning
Education
Santa Clara University 1978 — 1980
Master’s Degree, Bilingual/Crosscultural Elementary Education, 4.0 GPA
San Jose State University 1970 — 1974
Bachelor’s Degree, Humanities Honors Seminar; Spanish Language and Literature; French, 3.85 GPA
Healdsburg High School 1966 — 1970
High School, Liberal Arts and Foreign Language, 3.8 GPA
Raymond James Financial Services January 2011 - Present
Edward Jones January 2003 - November 2010
Independent Financial Management Group July 1977 - January 2003
Skills
Accredited Asset..., Retirement Planning, Wealth Management, Investments, Finance, Financial Services, Insurance, Risk Management, Long-term Care, Retirement, Financial Planning
Education
Santa Clara University 1978 — 1980
Master’s Degree, Bilingual/Crosscultural Elementary Education, 4.0 GPA
San Jose State University 1970 — 1974
Bachelor’s Degree, Humanities Honors Seminar; Spanish Language and Literature; French, 3.85 GPA
Healdsburg High School 1966 — 1970
High School, Liberal Arts and Foreign Language, 3.8 GPA
Linda Marie Linda Marie's Raymond James Financial Services Experience August 2008 - Present
Job Financial Advisor at Raymond James Financial Services Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services August 2008 - Present
Smith Barney June 1997 - August 2008
AT&T Wireless May 1989 - January 1997
Skills
Retirement Planning, Financial Consulting, Lifetime Income, Financial Advisory, Investments, Asset Allocation, Securities, Finance, Series 7, Mutual Funds, Customer Service, Small Business, Tax, Retirement, Investment Advisory, Wealth Management
Education
University of Oregon - Charles H. Lundquist College of Business 1974 — 1975
Oregon State University
BS, Home Economics / Business Admin
Raymond James Financial Services August 2008 - Present
Smith Barney June 1997 - August 2008
AT&T Wireless May 1989 - January 1997
Skills
Retirement Planning, Financial Consulting, Lifetime Income, Financial Advisory, Investments, Asset Allocation, Securities, Finance, Series 7, Mutual Funds, Customer Service, Small Business, Tax, Retirement, Investment Advisory, Wealth Management
Education
University of Oregon - Charles H. Lundquist College of Business 1974 — 1975
Oregon State University
BS, Home Economics / Business Admin
Matt Ransom Matt Ransom's Raymond James Financial Services Experience March 2006 - July 2014
Job Vice President New Financial Advisor Development at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Services March 2006 - July 2014
Raymond James Financial Services June 2004 - March 2006
Raymond James Financial June 2003 - June 2004
Education
University of Florida 1999 — 2003
Bachelors, Management
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Services March 2006 - July 2014
Raymond James Financial Services June 2004 - March 2006
Raymond James Financial June 2003 - June 2004
Education
University of Florida 1999 — 2003
Bachelors, Management
Christopher Bradford, CFP®'s Raymond James Financial Services Experience March 2009 - November 2013
Job Bradford Investment Services
Industry Financial Services
Experience
Bradford Investment Services December 2013 - Present
Raymond James Financial Services March 2009 - November 2013
Edward Jones August 2002 - March 2009
University of California, Davis June 1995 - December 2002
Skills
Mutual Funds, Portfolio Management, Investments, Securities, Fixed Income, Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Bonds, Insurance, Finance, ETFs, Financial Advisory, Retirement, FINRA
Education
University of California, Davis 1990 — 1996
Bachelor of Arts, Political Science
Bradford Investment Services December 2013 - Present
Raymond James Financial Services March 2009 - November 2013
Edward Jones August 2002 - March 2009
University of California, Davis June 1995 - December 2002
Skills
Mutual Funds, Portfolio Management, Investments, Securities, Fixed Income, Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Bonds, Insurance, Finance, ETFs, Financial Advisory, Retirement, FINRA
Education
University of California, Davis 1990 — 1996
Bachelor of Arts, Political Science
Jesse J Aversano Jesse J Aversano's Raymond James Financial Services Experience June 2011 - August 2011
Job Jr. Trader
Industry Financial Services
Experience
Societe Generale June 2013 - Present
Societe Generale June 2012 - May 2013
Raymond James Financial Services June 2011 - August 2011
Merrill Lynch-Private Banking Investment Group June 2010 - August 2010
Skills
Portfolio Management, Bloomberg, Fixed Income, CDS, MBS, Equities, Derivatives, Trading, Capital Markets, Finance, Hedge Funds, Financial Markets, Bonds, FX Options, Alternative Investments, Financial Analysis, Microsoft Office
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA)
Providence College
B.S, Finance
Università degli Studi di Roma Tre
Societe Generale June 2013 - Present
Societe Generale June 2012 - May 2013
Raymond James Financial Services June 2011 - August 2011
Merrill Lynch-Private Banking Investment Group June 2010 - August 2010
Skills
Portfolio Management, Bloomberg, Fixed Income, CDS, MBS, Equities, Derivatives, Trading, Capital Markets, Finance, Hedge Funds, Financial Markets, Bonds, FX Options, Alternative Investments, Financial Analysis, Microsoft Office
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA)
Providence College
B.S, Finance
Università degli Studi di Roma Tre
Rob Arcilla Rob Arcilla's Raymond James Financial Services Experience November 2004 - Present
Job Consultant at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services November 2004 - Present
RJA Solutions, Inc. June 2000 - November 2004
Skills
Financial Modeling, Technology Solutions, Asset Management, Leadership, SharePoint, Series 7, Wealth Management, Business Analysis, Visio, Asset Allocation, Securities, SDLC, Disaster Recovery, Mutual Funds, Equities, Team Leadership, Process Improvement, Financial Advisory, Investment Strategies, Financial Services, Retirement Planning, Risk Management, Investments, Investment Advisory, Portfolio Management, Strategic Financial..., Financial Planners, Wealth, Fixed Income, Finance, Estate Planning, Retirement, 401k, Trading Systems, Financial Analysis, Requirements Gathering, Fixed Annuities, Business Requirements, Business Process..., User Acceptance Testing, PMO, Requirements Analysis
Education
University of Florida
Raymond James Financial Services November 2004 - Present
RJA Solutions, Inc. June 2000 - November 2004
Skills
Financial Modeling, Technology Solutions, Asset Management, Leadership, SharePoint, Series 7, Wealth Management, Business Analysis, Visio, Asset Allocation, Securities, SDLC, Disaster Recovery, Mutual Funds, Equities, Team Leadership, Process Improvement, Financial Advisory, Investment Strategies, Financial Services, Retirement Planning, Risk Management, Investments, Investment Advisory, Portfolio Management, Strategic Financial..., Financial Planners, Wealth, Fixed Income, Finance, Estate Planning, Retirement, 401k, Trading Systems, Financial Analysis, Requirements Gathering, Fixed Annuities, Business Requirements, Business Process..., User Acceptance Testing, PMO, Requirements Analysis
Education
University of Florida
Bob Galvanoni Bob Galvanoni's Raymond James Financial Services Experience August 2001 - September 2012
Job President, Stop for Insurance, LLC
Industry Insurance
Experience
Stop for Insurance, LLC October 2012 - Present
Raymond James Financial Services August 2001 - September 2012
Ameritech June 1995 - March 2001
Skills
Risk Management Plans, Life Insurance, Disability Insurance, Health Insurance, Long Term Care Insurance
Education
Loyola University of Chicago - Graduate School of Business 1973 — 1976
MBA
University of Illinois at Urbana-Champaign 1964 — 1969
Bachelor of Science (BS), Industrial Engineering
Stop for Insurance, LLC October 2012 - Present
Raymond James Financial Services August 2001 - September 2012
Ameritech June 1995 - March 2001
Skills
Risk Management Plans, Life Insurance, Disability Insurance, Health Insurance, Long Term Care Insurance
Education
Loyola University of Chicago - Graduate School of Business 1973 — 1976
MBA
University of Illinois at Urbana-Champaign 1964 — 1969
Bachelor of Science (BS), Industrial Engineering
Samantha Flowers's Raymond James Financial Services Experience May 2006 - August 2007
Job Project Manager at Piedmont Healthcare
Industry Hospital & Health Care
Experience
Piedmont Healthcare December 2013 - Present
Children's Healthcare of Atlanta July 2012 - December 2013
Children's Healthcare of Atlanta September 2011 - July 2012
InterContinental Hotels Group July 2011 - September 2011
MFR Consultants, Inc. June 2009 - July 2010
MFR Consultants, Inc. May 2008 - May 2009
Ruffalo Cody, LLC 2006 - 2008
Raymond James Financial Services May 2006 - August 2007
Skills
Data Analysis, Research, CRM, Business Analysis, Program Management, Process Improvement, Non-profits, Analysis, Strategic Planning, Leadership, Project Management, Management Consulting, Healthcare, Financial Analysis, Change Management, Team Building, Budgets
Education
Temple University 2009 — 2009
Certificate, Project Management
University of Pennsylvania - The Wharton School 2005 — 2009
B.S., Economics, Finance, and Health Care Management
Piedmont Healthcare December 2013 - Present
Children's Healthcare of Atlanta July 2012 - December 2013
Children's Healthcare of Atlanta September 2011 - July 2012
InterContinental Hotels Group July 2011 - September 2011
MFR Consultants, Inc. June 2009 - July 2010
MFR Consultants, Inc. May 2008 - May 2009
Ruffalo Cody, LLC 2006 - 2008
Raymond James Financial Services May 2006 - August 2007
Skills
Data Analysis, Research, CRM, Business Analysis, Program Management, Process Improvement, Non-profits, Analysis, Strategic Planning, Leadership, Project Management, Management Consulting, Healthcare, Financial Analysis, Change Management, Team Building, Budgets
Education
Temple University 2009 — 2009
Certificate, Project Management
University of Pennsylvania - The Wharton School 2005 — 2009
B.S., Economics, Finance, and Health Care Management
Mahmut Mustafa Arikan Mahmut Mustafa Arikan's Raymond James Financial Services Experience January 2011 - March 2013
Job Marketing Communications Associate at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management March 2013 - Present
Anderson School of Business January 2012 - December 2013
Raymond James Financial Services January 2011 - March 2013
Upsite Technologies Inc June 2011 - January 2012
New Mexico Institute of Mining and Technology January 2008 - December 2009
Temsa Global June 2009 - August 2009
Berdan Textile October 2004 - February 2005
Skills
Windows, Microsoft Office, Financial Analysis, Product Development, Customer Service, Budgets, Strategic Planning, Analysis, Microsoft Word, Matlab, Project Management, Forecasting, Data Analysis, PowerPoint, Access, Microsoft Excel
Education
2012 UNM-Anderson School of Business 2009 — 2012
Master's, Business and Administration; Finance and Operations Management
New Mexico Institute of Mining and Technology 2005 — 2009
Bachelors of Science, Mechanical Engineering
Tarsus American Highschool
Thornburg Investment Management March 2013 - Present
Anderson School of Business January 2012 - December 2013
Raymond James Financial Services January 2011 - March 2013
Upsite Technologies Inc June 2011 - January 2012
New Mexico Institute of Mining and Technology January 2008 - December 2009
Temsa Global June 2009 - August 2009
Berdan Textile October 2004 - February 2005
Skills
Windows, Microsoft Office, Financial Analysis, Product Development, Customer Service, Budgets, Strategic Planning, Analysis, Microsoft Word, Matlab, Project Management, Forecasting, Data Analysis, PowerPoint, Access, Microsoft Excel
Education
2012 UNM-Anderson School of Business 2009 — 2012
Master's, Business and Administration; Finance and Operations Management
New Mexico Institute of Mining and Technology 2005 — 2009
Bachelors of Science, Mechanical Engineering
Tarsus American Highschool
Ashleigh Caswell, MBA Ashleigh Caswell, MBA's Raymond James Financial Services Experience December 2012 - June 2013
Job Sales and Marketing Director, Hibiscus Court Assisted Living Community
Industry Hospital & Health Care
Experience
Hibiscus Court Assisted Living Community 2013 - Present
Scentsy - Independent Consultant 2011 - Present
Raymond James Financial Services December 2012 - June 2013
Imprint-Promotions, Custom Engraving Company March 2012 - December 2012
Autoplates.com March 2012 - December 2012
PGA of America November 2006 - January 2009
Skills
Event Management, Event Planning, Customer Relations, Microsoft Office, Corporate Events, Conferences, Customer Service, Social Media, Special Events, Promotions, Photoshop, Excel, Weddings, Word, Parties, Event Marketing, Fundraising, Account Management, Team Building, Problem Solving, Sponsorship, Non-profits, Social Networking, Customer Satisfaction, Trade Shows, Social Media Marketing, Advertising, Contract Negotiation, Negotiation, Microsoft Word, Microsoft Excel, Public Relations, Marketing Strategy, Program Management, Sales
Education
University of Florida 2001 — 2005
Bachelors of Arts, Sociology
National University 2009 — 2011
MBA, Business Administration, Concentration in Marketing
Hibiscus Court Assisted Living Community 2013 - Present
Scentsy - Independent Consultant 2011 - Present
Raymond James Financial Services December 2012 - June 2013
Imprint-Promotions, Custom Engraving Company March 2012 - December 2012
Autoplates.com March 2012 - December 2012
PGA of America November 2006 - January 2009
Skills
Event Management, Event Planning, Customer Relations, Microsoft Office, Corporate Events, Conferences, Customer Service, Social Media, Special Events, Promotions, Photoshop, Excel, Weddings, Word, Parties, Event Marketing, Fundraising, Account Management, Team Building, Problem Solving, Sponsorship, Non-profits, Social Networking, Customer Satisfaction, Trade Shows, Social Media Marketing, Advertising, Contract Negotiation, Negotiation, Microsoft Word, Microsoft Excel, Public Relations, Marketing Strategy, Program Management, Sales
Education
University of Florida 2001 — 2005
Bachelors of Arts, Sociology
National University 2009 — 2011
MBA, Business Administration, Concentration in Marketing
Eric Wooden Eric Wooden's Raymond James Financial Services Experience 1998 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services 1998 - Present
Skills
Securities, Strategic Financial..., Series 7, Financial Advisory, Investment Management, Wealth Management, FINRA, Finance, Financial Modeling, 401k, Retirement, Retirement Planning, Financial Planning, Mutual Funds, Insurance
Education
Southeast Missouri State University 1986 — 1991
Bachelor of Science, Business Administration
Sikeston Senior High School 1982 — 1985
Raymond James Financial Services 1998 - Present
Skills
Securities, Strategic Financial..., Series 7, Financial Advisory, Investment Management, Wealth Management, FINRA, Finance, Financial Modeling, 401k, Retirement, Retirement Planning, Financial Planning, Mutual Funds, Insurance
Education
Southeast Missouri State University 1986 — 1991
Bachelor of Science, Business Administration
Sikeston Senior High School 1982 — 1985
Jack Senzon Jack Senzon's Raymond James Financial Services Experience November 1996 - November 1997
Job Senior Origination Analyst at Macallan Partners LLC
Industry Venture Capital & Private Equity
Experience
Macallan Partners LLC June 2011 - Present
BLOOMBERG TRADEBOOK March 2007 - March 2011
Jefferies Inc December 1998 - November 2006
Jefferies & Company 1998 - 2006
Jefferies Inc December 1998 - February 2001
JW Genesis Financial Services November 1997 - December 1998
Raymond James Financial Services November 1996 - November 1997
Merrill Lynch June 1995 - November 1996
A.G. Edwards & Sons, Inc. 1991 - 1995
Skills
Sell Side, Hedging
Education
State University of New York at Albany 1986 — 1990
Macallan Partners LLC June 2011 - Present
BLOOMBERG TRADEBOOK March 2007 - March 2011
Jefferies Inc December 1998 - November 2006
Jefferies & Company 1998 - 2006
Jefferies Inc December 1998 - February 2001
JW Genesis Financial Services November 1997 - December 1998
Raymond James Financial Services November 1996 - November 1997
Merrill Lynch June 1995 - November 1996
A.G. Edwards & Sons, Inc. 1991 - 1995
Skills
Sell Side, Hedging
Education
State University of New York at Albany 1986 — 1990
Barry Steele's Raymond James Financial Services Experience July 2012 - Present
Job Investment Executive at Raymond James Financial Services/FNB Investment Services
Industry Investment Management
Experience
Raymond James Financial Services July 2012 - Present
Ameriprise Financial Services, Inc. November 2008 - July 2012
UBS Financial Services January 2006 - November 2008
Merrill Lynch October 2004 - January 2006
Skills
Investments, Wealth Management, Retirement, Retirement Planning, Financial Advisory, Finance, Investment Advisory, Portfolio Management, Management, Employee Benefits, Financial Services, Mutual Funds, Series 7, Strategic Financial..., Asset Management, Training, Securities, Wealth, Insurance, Estate Planning, Financial Risk, Financial Planners
Education
Sullivan University 2003 — 2004
Business
Naval Nuclear Power School 1985 — 1987
Electrical Engineering, Nuclear Power
Boyle County High School 1980 — 1985
Raymond James Financial Services July 2012 - Present
Ameriprise Financial Services, Inc. November 2008 - July 2012
UBS Financial Services January 2006 - November 2008
Merrill Lynch October 2004 - January 2006
Skills
Investments, Wealth Management, Retirement, Retirement Planning, Financial Advisory, Finance, Investment Advisory, Portfolio Management, Management, Employee Benefits, Financial Services, Mutual Funds, Series 7, Strategic Financial..., Asset Management, Training, Securities, Wealth, Insurance, Estate Planning, Financial Risk, Financial Planners
Education
Sullivan University 2003 — 2004
Business
Naval Nuclear Power School 1985 — 1987
Electrical Engineering, Nuclear Power
Boyle County High School 1980 — 1985
Kirsten Davis, CMP Kirsten Davis, CMP's Raymond James Financial Services Experience June 2008 - Present
Job Senior Meeting Planner at Raymond James Financial
Industry Events Services
Experience
Raymond James Financial Services June 2008 - Present
Mills James Productions July 2004 - January 2008
Ohio Commission on Dispute Resolution & Conflict Management June 2003 - June 2004
Skills
Adobe Illustrator: logo..., Web site design & html, Telescript AV &..., Microsoft PowerPoint, Microsoft Excel
Education
The Ohio State University 2000 — 2004
Bachelor's, Strategic Communication and Public Relations
Raymond James Financial Services June 2008 - Present
Mills James Productions July 2004 - January 2008
Ohio Commission on Dispute Resolution & Conflict Management June 2003 - June 2004
Skills
Adobe Illustrator: logo..., Web site design & html, Telescript AV &..., Microsoft PowerPoint, Microsoft Excel
Education
The Ohio State University 2000 — 2004
Bachelor's, Strategic Communication and Public Relations
Jim Bankes, CPA/PFS Jim Bankes, CPA/PFS's Raymond James Financial Services Experience May 2002 - Present
Job Tax and Financial Planning Expert for Executives, Business Owners, Athletes & Entertainers
Industry Financial Services
Experience
Raymond James Financial Services May 2002 - Present
Bankes Planning Associates 1989 - Present
TaxForAthletes.com July 2010 - Present
Pitcairn Trust Company 1995 - 2002
Gold, Meltzer, Plasy & Wise 1988 - 1995
Skills
Financial Planning, Marketing, Finance, Investments, Event Planning, Strategic Planning, Event Management, Social Media Marketing, Financial Advisory, Marketing Strategy
Education
University of Central Florida - College of Business Administration 2008 — 2009
MST, Masters Taxation (did not complete)
Rowan University 1983 — 1988
BS, Accounting
Raymond James Financial Services May 2002 - Present
Bankes Planning Associates 1989 - Present
TaxForAthletes.com July 2010 - Present
Pitcairn Trust Company 1995 - 2002
Gold, Meltzer, Plasy & Wise 1988 - 1995
Skills
Financial Planning, Marketing, Finance, Investments, Event Planning, Strategic Planning, Event Management, Social Media Marketing, Financial Advisory, Marketing Strategy
Education
University of Central Florida - College of Business Administration 2008 — 2009
MST, Masters Taxation (did not complete)
Rowan University 1983 — 1988
BS, Accounting
Candiss McGlynn Candiss McGlynn's Raymond James Financial Services Experience August 2001 - October 2005
Job Office Manager at Synthasys, LLC
Industry Information Technology and Services
Experience
Synthasys, LLC October 2006 - September 2008
Raymond James Financial Services August 2001 - October 2005
American Investment Services August 1990 - July 2001
Education
Mississippi State University 1994 — 1996
Certificate in Broadcast Meteorology, Geoscience / Meteorology
State College of Florida-Manatee-Sarasota 1992 — 1994
Associates, Science
Excelsior Springs High 1974 — 1978
HS Diploma, General
Synthasys, LLC October 2006 - September 2008
Raymond James Financial Services August 2001 - October 2005
American Investment Services August 1990 - July 2001
Education
Mississippi State University 1994 — 1996
Certificate in Broadcast Meteorology, Geoscience / Meteorology
State College of Florida-Manatee-Sarasota 1992 — 1994
Associates, Science
Excelsior Springs High 1974 — 1978
HS Diploma, General
Wendy Seale Wendy Seale's Raymond James Financial Services Experience December 2012 - Present
Job Raymond James Financial Services, LegacyTexas Investment Group
Industry Financial Services
Experience
Raymond James Financial Services December 2012 - Present
Investment Professionals, Inc. May 2011 - May 2012
Edward Jones August 2008 - May 2011
Consumer Credit Counseling of South Texas August 1995 - August 2008
Skills
Retirement Planning, Wealth Management..., Estate Planning, Finance, Wealth Management, Retirement
Education
The University of Texas at Dallas 1988 — 1990
Bachelor’s Degree, Business Administration and Management, General
Richland College 1985 — 1987
Business Administration and Management, General
Raymond James Financial Services December 2012 - Present
Investment Professionals, Inc. May 2011 - May 2012
Edward Jones August 2008 - May 2011
Consumer Credit Counseling of South Texas August 1995 - August 2008
Skills
Retirement Planning, Wealth Management..., Estate Planning, Finance, Wealth Management, Retirement
Education
The University of Texas at Dallas 1988 — 1990
Bachelor’s Degree, Business Administration and Management, General
Richland College 1985 — 1987
Business Administration and Management, General
Chela Langenberg's Raymond James Financial Services Experience September 2005 - November 2006
Job Production Associate at KCWS
Industry Ranching
Experience
Texas Skyways Inc. September 2014 - February 2015
The Home Depot February 2013 - November 2013
Ruby's Market October 2005 - May 2008
Raymond James Financial Services September 2005 - November 2006
American Express Financial Advisors July 2003 - May 2005
World Gym (Gold’s Gym) January 2001 - July 2002
Orillion USA October 1998 - August 2000
HEB September 1997 - May 1998
Skills
Organization, Microsoft Office, Sarbanes-Oxley Act, HIPAA, Securities, Accounts Payable, Accounts Receivable, Data Entry, Office Management, Event Planning, Coordinating Events, Team Management, Logistics, International Logistics, System Testing, Travel, Troubleshooting, Invoicing, Shipping, EEO/AA Compliance, Office Equipment..., Office Equipment..., Ranching, Blueprint Reading, Arc Welding, Contract Negotiation, Human Resources, Benefits Administration, Business, Interviews, Customer Satisfaction
Education
The University of Texas at San Antonio 1993 — 1997
1997 Bachelor of Business Administration (BBA)
Texas Skyways Inc. September 2014 - February 2015
The Home Depot February 2013 - November 2013
Ruby's Market October 2005 - May 2008
Raymond James Financial Services September 2005 - November 2006
American Express Financial Advisors July 2003 - May 2005
World Gym (Gold’s Gym) January 2001 - July 2002
Orillion USA October 1998 - August 2000
HEB September 1997 - May 1998
Skills
Organization, Microsoft Office, Sarbanes-Oxley Act, HIPAA, Securities, Accounts Payable, Accounts Receivable, Data Entry, Office Management, Event Planning, Coordinating Events, Team Management, Logistics, International Logistics, System Testing, Travel, Troubleshooting, Invoicing, Shipping, EEO/AA Compliance, Office Equipment..., Office Equipment..., Ranching, Blueprint Reading, Arc Welding, Contract Negotiation, Human Resources, Benefits Administration, Business, Interviews, Customer Satisfaction
Education
The University of Texas at San Antonio 1993 — 1997
1997 Bachelor of Business Administration (BBA)
Robert Grillo's Raymond James Financial Services Experience July 2001 - Present
Job Certified Financial Planner™ at Raymond James Financial Services and Managing Partner, Atlas Financial Partners, Inc
Industry Investment Management
Experience
Raymond James Financial Services July 2001 - Present
Atlas Financial Partners July 2001 - Present
NYSE Member Firm July 1995 - July 2001
Education
Northeastern University 1990 — 1995
BS, Accounting, Business Management, Economics
Raymond James Financial Services July 2001 - Present
Atlas Financial Partners July 2001 - Present
NYSE Member Firm July 1995 - July 2001
Education
Northeastern University 1990 — 1995
BS, Accounting, Business Management, Economics
Bryan Farris's Raymond James Financial Services Experience April 2003 - March 2007
Job Owner/Principal Planner at Premier Events of Tampa Bay
Industry Marketing and Advertising
Experience
Premier Events of Tampa Bay September 2010 - Present
GSP Marketing Technologies February 2008 - July 2010
GSP Marketing Technologies May 2007 - December 2007
Raymond James Financial Services April 2003 - March 2007
Morgan Stanley August 2001 - January 2003
University of Central Florida January 1998 - December 1998
The Office of State Representative Victor Crist December 1992 - June 1994
Skills
Training, Management, Analysis, Marketing, Sales, Employee Training, Databases, Quality Assurance
Education
University of Central Florida 1997 — 2000
Master of Arts, Counselor Education
University of Central Florida 1995 — 1997
Bachelor of Arts, Political Science
Gulf High School 1986 — 1989
Premier Events of Tampa Bay September 2010 - Present
GSP Marketing Technologies February 2008 - July 2010
GSP Marketing Technologies May 2007 - December 2007
Raymond James Financial Services April 2003 - March 2007
Morgan Stanley August 2001 - January 2003
University of Central Florida January 1998 - December 1998
The Office of State Representative Victor Crist December 1992 - June 1994
Skills
Training, Management, Analysis, Marketing, Sales, Employee Training, Databases, Quality Assurance
Education
University of Central Florida 1997 — 2000
Master of Arts, Counselor Education
University of Central Florida 1995 — 1997
Bachelor of Arts, Political Science
Gulf High School 1986 — 1989
Peter F. Binaski, CIMA's Raymond James Financial Services Experience March 2003 - Present
Job Branch Manager at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services March 2003 - Present
Skills
Portfolio Management, Investments, Retirement Planning, Strategic Financial..., Financial Planning, Asset Management, Strategic Planning, Fly Fishing, Financial Analysis, Small Business, Retirement, Securities, Valuation, Business Planning, Student Financial Aid, Banking, Risk Management, Investment Banking, College Funding, New Business Development, Retirement Plans, Retirement Income...
Education
University of Pennsylvania - The Wharton School 2000 — 2002
CIMA, Portfolio Theory
University of California, Los Angeles 1984 — 1987
BA, Economics
University of California, San Diego 1982 — 1984
Economics
Raymond James Financial Services March 2003 - Present
Skills
Portfolio Management, Investments, Retirement Planning, Strategic Financial..., Financial Planning, Asset Management, Strategic Planning, Fly Fishing, Financial Analysis, Small Business, Retirement, Securities, Valuation, Business Planning, Student Financial Aid, Banking, Risk Management, Investment Banking, College Funding, New Business Development, Retirement Plans, Retirement Income...
Education
University of Pennsylvania - The Wharton School 2000 — 2002
CIMA, Portfolio Theory
University of California, Los Angeles 1984 — 1987
BA, Economics
University of California, San Diego 1982 — 1984
Economics
CHUCK SINCLAIR, CFP's Raymond James Financial Services Experience 2005 - Present
Job FINANCIAL ADVISOR at RAYMOND JAMES FINANCIAL SERVICES
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC August 2005 - Present
Raymond James Financial Services 2005 - Present
RBC Dain Rauscher 1989 - 2005
Education
MISSOURI WESTERN STATE UNIVERSITY 1967 — 1972
Raymond James Financial Services, Inc. Member FINRA/SIPC August 2005 - Present
Raymond James Financial Services 2005 - Present
RBC Dain Rauscher 1989 - 2005
Education
MISSOURI WESTERN STATE UNIVERSITY 1967 — 1972
Jennie Toyokawa's Raymond James Financial Services Experience January 2007 - June 2008
Job Operations Manager
Industry Financial Services
Experience
Wienken Wealth Management September 2010 - Present
Raymond James Financial Services January 2007 - June 2008
Skills
Analysis, Investments, Project Management, Asset Management, Mutual Funds, Process Improvement, Sales, Public Speaking, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Equities, Operations Management, Retail Banking, Team Management
Education
Mount Holyoke College 1992 — 1996
London School of Economics and Political Science 1994 — 1995
Geography and Cartography
Wienken Wealth Management September 2010 - Present
Raymond James Financial Services January 2007 - June 2008
Skills
Analysis, Investments, Project Management, Asset Management, Mutual Funds, Process Improvement, Sales, Public Speaking, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Equities, Operations Management, Retail Banking, Team Management
Education
Mount Holyoke College 1992 — 1996
London School of Economics and Political Science 1994 — 1995
Geography and Cartography
Kirk Bell's Raymond James Financial Services Experience September 2013 - Present
Job Regional Director at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services September 2013 - Present
Raymond James Financial Services February 2005 - September 2013
Raymond James Financial Services February 2004 - February 2005
Raymond James Financial Services March 2002 - February 2004
Raymond James Financial Services November 2000 - May 2002
Raymond James Financial Services May 2000 - November 2000
Skills
Registered..., Registered Principal, Registered Options..., Registered Corporate..., Series 7, Financial Advisory, Securities, Coaching, Event Management
Education
University of Florida - Warrington College Of Business 2006 — 2008
Masters in Business Administration
University of Florida 1997 — 1999
Bachelor of Arts, Business Administration
Raymond James Financial Services September 2013 - Present
Raymond James Financial Services February 2005 - September 2013
Raymond James Financial Services February 2004 - February 2005
Raymond James Financial Services March 2002 - February 2004
Raymond James Financial Services November 2000 - May 2002
Raymond James Financial Services May 2000 - November 2000
Skills
Registered..., Registered Principal, Registered Options..., Registered Corporate..., Series 7, Financial Advisory, Securities, Coaching, Event Management
Education
University of Florida - Warrington College Of Business 2006 — 2008
Masters in Business Administration
University of Florida 1997 — 1999
Bachelor of Arts, Business Administration
Bill Mackintosh's Raymond James Financial Services Experience 1997 - 2008
Job Supervisor Destop Support at Raymond James
Industry Financial Services
Experience
Raymond James Financial March 2008 - Present
Raymond James Financial Services 1997 - 2008
Skills
Leadership, IT Management, Project Management, Management, Business Analysis, Technical Support, Vendor Management, SharePoint, Budgets, Software Documentation, Process Improvement, SDLC, Outlook, Program Management, Disaster Recovery
Education
St. Petersburg College 1991 — 1995
Associates in Mass Communication
St. Petersburg College
Bachelors in IT Management
Northside Christian
Northside Christian
Raymond James Financial March 2008 - Present
Raymond James Financial Services 1997 - 2008
Skills
Leadership, IT Management, Project Management, Management, Business Analysis, Technical Support, Vendor Management, SharePoint, Budgets, Software Documentation, Process Improvement, SDLC, Outlook, Program Management, Disaster Recovery
Education
St. Petersburg College 1991 — 1995
Associates in Mass Communication
St. Petersburg College
Bachelors in IT Management
Northside Christian
Northside Christian
Sarah Cray's Raymond James Financial Services Experience March 2012 - Present
Job Assistant Vice President, Manager of Succession Planning & Acquisitions at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services March 2012 - Present
Raymond James Financial Services July 2006 - March 2012
Raymond James Financial Services July 2002 - July 2006
Raymond James Financial Services June 1999 - July 2002
Skills
Coaching, Succession Planning, Mergers, Practice Management, Financial Analysis, Customer Relations, Excel, PowerPoint, Word, Outlook, Series 7, Series 24, Series 66, Acquisitions, Valuation, Finance, Financial Advisory, Uniform Combined State..., Mergers & Acquisitions, Management, Mutual Funds
Education
University of Minnesota-Twin Cities 1994 — 1996
B.S., Child Psychology
North Iowa Area Community College 1992 — 1994
AA, Psychology
Raymond James Financial Services March 2012 - Present
Raymond James Financial Services July 2006 - March 2012
Raymond James Financial Services July 2002 - July 2006
Raymond James Financial Services June 1999 - July 2002
Skills
Coaching, Succession Planning, Mergers, Practice Management, Financial Analysis, Customer Relations, Excel, PowerPoint, Word, Outlook, Series 7, Series 24, Series 66, Acquisitions, Valuation, Finance, Financial Advisory, Uniform Combined State..., Mergers & Acquisitions, Management, Mutual Funds
Education
University of Minnesota-Twin Cities 1994 — 1996
B.S., Child Psychology
North Iowa Area Community College 1992 — 1994
AA, Psychology
Louis Bruno's Raymond James Financial Services Experience January 1995 - June 2009
Job Investment Representative at Harbor Financial Services, LLC
Industry Financial Services
Experience
Harbor Financial Services, LLC July 2009 - Present
Raymond James Financial Services January 1995 - June 2009
Education
University of Florida 1974 — 1977
Bachelor of Science (BS), Business Administration
Harbor Financial Services, LLC July 2009 - Present
Raymond James Financial Services January 1995 - June 2009
Education
University of Florida 1974 — 1977
Bachelor of Science (BS), Business Administration
Craig Donner's Raymond James Financial Services Experience April 2004 - Present
Job Financial Advisor / Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services April 2004 - Present
Falcon Wealth Management April 2004 - Present
Merrill Lynch January 1997 - January 2001
Skills
Securities, Strategic Financial..., Fixed Annuities, Investment Management, Series 7, Financial Advisory, Life Insurance, Disability Insurance, Long Term Care Insurance, Wealth Management, Investment Strategies, Finance, Wealth, Employee Benefits
Education
University of Florida
Raymond James Financial Services April 2004 - Present
Falcon Wealth Management April 2004 - Present
Merrill Lynch January 1997 - January 2001
Skills
Securities, Strategic Financial..., Fixed Annuities, Investment Management, Series 7, Financial Advisory, Life Insurance, Disability Insurance, Long Term Care Insurance, Wealth Management, Investment Strategies, Finance, Wealth, Employee Benefits
Education
University of Florida
Lee Densky's Raymond James Financial Services Experience May 2008 - April 2013
Job Finance Manager at Sinclair Broadcast Group
Industry Financial Services
Experience
Sinclair Broadcast Group May 2013 - Present
Wagener-Lee May 2008 - April 2013
Raymond James Financial Services May 2008 - April 2013
Assent, LLC September 2002 - May 2008
Morgan Stanley November 2000 - September 2002
Bear Stearns January 1999 - November 2000
Interep August 1997 - January 1999
Skills
Series 7, Bloomberg, Securities, Equities, Asset Allocation, Financial Advisory, Financial Analysis, Financial Modeling, Broadcast Television, Inventory Management, Performance Management
Education
The Johns Hopkins University - Carey Business School 2010 — 2013
Master of Business Administration (MBA), Finance
Towson University 1993 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Sinclair Broadcast Group May 2013 - Present
Wagener-Lee May 2008 - April 2013
Raymond James Financial Services May 2008 - April 2013
Assent, LLC September 2002 - May 2008
Morgan Stanley November 2000 - September 2002
Bear Stearns January 1999 - November 2000
Interep August 1997 - January 1999
Skills
Series 7, Bloomberg, Securities, Equities, Asset Allocation, Financial Advisory, Financial Analysis, Financial Modeling, Broadcast Television, Inventory Management, Performance Management
Education
The Johns Hopkins University - Carey Business School 2010 — 2013
Master of Business Administration (MBA), Finance
Towson University 1993 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Matthew Gordillo's Raymond James Financial Services Experience December 1999 - May 2006
Job Registered Principal at Inverness, Retirement Specialist
Industry Financial Services
Experience
Inverness Advisors June 2003 - Present
Raymond James Financial Services December 1999 - May 2006
Steinhaus Financial Group October 1994 - December 1999
Skills
Investment Strategies, Retirement Plan..., 401k Rollovers, Retirement Income..., Retirement Plan...
Education
The Ohio State University 1989 — 1993
B.S, Finance & Economics
Lakewood High School 1986 — 1989
Inverness Advisors June 2003 - Present
Raymond James Financial Services December 1999 - May 2006
Steinhaus Financial Group October 1994 - December 1999
Skills
Investment Strategies, Retirement Plan..., 401k Rollovers, Retirement Income..., Retirement Plan...
Education
The Ohio State University 1989 — 1993
B.S, Finance & Economics
Lakewood High School 1986 — 1989
Ronald Bardine's Raymond James Financial Services Experience February 2000 - Present
Job ChFC, CLU, CFP, Registered Principal at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services February 2000 - Present
Independent Insurance and Investment Representative October 1984 - January 2000
Skills
Insurance, Estate Planning, Financial Planning, Investments, Long Term Care, Retirement Planning, Investment Advisory, Series 7, Wealth Management, Retirement, Retirement Income..., Wealth Transfer, 401k, Securities, Strategic Financial..., Certified Financial..., Personal Financial...
Education
The American College
Certified Financial Planner
Raymond James Financial Services February 2000 - Present
Independent Insurance and Investment Representative October 1984 - January 2000
Skills
Insurance, Estate Planning, Financial Planning, Investments, Long Term Care, Retirement Planning, Investment Advisory, Series 7, Wealth Management, Retirement, Retirement Income..., Wealth Transfer, 401k, Securities, Strategic Financial..., Certified Financial..., Personal Financial...
Education
The American College
Certified Financial Planner
Patrick Cuillo's Raymond James Financial Services Experience June 2008 - January 2014
Job Compliance Officer at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2014 - Present
Raymond James Financial Inc. January 2014 - November 2014
Raymond James Financial Services June 2008 - January 2014
Raymond James Financial Services October 2003 - June 2008
RJFS 2002 - October 2003
T Rowe Price 1996 - 2002
Skills
Leadership, Management, Team Leadership, Training, Series 7, Securities, FINRA, Mutual Funds, Retirement Planning, Financial Services, Coaching, Finance, Investments, Risk Management
Education
Rutgers University-New Brunswick 1987 — 1992
Bachelor's Degree, Political Science and Government
Raymond James Financial, Inc. November 2014 - Present
Raymond James Financial Inc. January 2014 - November 2014
Raymond James Financial Services June 2008 - January 2014
Raymond James Financial Services October 2003 - June 2008
RJFS 2002 - October 2003
T Rowe Price 1996 - 2002
Skills
Leadership, Management, Team Leadership, Training, Series 7, Securities, FINRA, Mutual Funds, Retirement Planning, Financial Services, Coaching, Finance, Investments, Risk Management
Education
Rutgers University-New Brunswick 1987 — 1992
Bachelor's Degree, Political Science and Government
Paulina Nusinovich's Raymond James Financial Services Experience May 2007 - March 2008
Job Data Analysis Manager at NADA
Industry Automotive
Experience
NADA May 2013 - Present
National Automobile Dealers Association July 2010 - May 2013
National Automobile Dealers Association April 2008 - June 2010
Raymond James Financial Services May 2007 - March 2008
University of Maryland, College Park September 2003 - December 2007
Skills
Data Management, Data Warehousing, SQL, Data Analysis, Analytics, Microsoft Office, Microsoft Excel, Data Mining, Statistical Programming, Data Entry, Statistics, Analysis, Research, Econometrics, Forecasting, Economics, Customer Service, Competitive Analysis, Java, Stata, Teaching, Process Improvement
Education
University of Maryland College Park 2003 — 2007
B.A., Economics, Russian, Statistics
Walter Johnson High School
NADA May 2013 - Present
National Automobile Dealers Association July 2010 - May 2013
National Automobile Dealers Association April 2008 - June 2010
Raymond James Financial Services May 2007 - March 2008
University of Maryland, College Park September 2003 - December 2007
Skills
Data Management, Data Warehousing, SQL, Data Analysis, Analytics, Microsoft Office, Microsoft Excel, Data Mining, Statistical Programming, Data Entry, Statistics, Analysis, Research, Econometrics, Forecasting, Economics, Customer Service, Competitive Analysis, Java, Stata, Teaching, Process Improvement
Education
University of Maryland College Park 2003 — 2007
B.A., Economics, Russian, Statistics
Walter Johnson High School
Melanie Barnes Koehn's Raymond James Financial Services Experience September 2000 - May 2001
Job Associate/Lead Field Supervisor
Industry Research
Experience
ICF International October 2009 - Present
RIVA Market Research & Training Institute August 2005 - April 2009
Artists & Co. Salon December 2001 - May 2005
Century Pool Management, Inc. May 1998 - September 2003
Raymond James Financial Services September 2000 - May 2001
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2005
BS, Marketing
University of Hawaii at Manoa 2004 — 2004
Economics, Negotiations
Montgomery College 2001 — 2003
AA, Business Administration
ICF International October 2009 - Present
RIVA Market Research & Training Institute August 2005 - April 2009
Artists & Co. Salon December 2001 - May 2005
Century Pool Management, Inc. May 1998 - September 2003
Raymond James Financial Services September 2000 - May 2001
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2005
BS, Marketing
University of Hawaii at Manoa 2004 — 2004
Economics, Negotiations
Montgomery College 2001 — 2003
AA, Business Administration
Nicole Hetzer's Raymond James Financial Services Experience June 2003 - March 2007
Job Finance & Office Manager at Walking Mountains Science Center
Industry Accounting
Experience
Walking Mountains Science Center April 2014 - Present
Small Business Consulting March 2013 - Present
Alpine Insurance Agency of Edwards June 2013 - April 2014
Nonprofit Resources, Inc., subsidiary of Colorado Nonprofit Association September 2007 - January 2012
Raymond James Financial Services June 2003 - March 2007
PolyDyne Software Inc. September 1997 - April 2003
Skills
Insurance, Strategic Planning, Commercial Insurance, Change Management, Management, Budgets, Financial Planning, Finance, Analysis, Financial Analysis, Budgeting, Marketing, Payroll, Accounting
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Business Administration with Honors, Major: Finance, Concentration: Accounting
Walking Mountains Science Center April 2014 - Present
Small Business Consulting March 2013 - Present
Alpine Insurance Agency of Edwards June 2013 - April 2014
Nonprofit Resources, Inc., subsidiary of Colorado Nonprofit Association September 2007 - January 2012
Raymond James Financial Services June 2003 - March 2007
PolyDyne Software Inc. September 1997 - April 2003
Skills
Insurance, Strategic Planning, Commercial Insurance, Change Management, Management, Budgets, Financial Planning, Finance, Analysis, Financial Analysis, Budgeting, Marketing, Payroll, Accounting
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Business Administration with Honors, Major: Finance, Concentration: Accounting
Michael G. Davis's Raymond James Financial Services Experience 2011 - Present
Job Financial Advisor at Raymond James/Wolf Financial Services
Industry Investment Management
Experience
Raymond James Financial Services 2011 - Present
AG Edwards May 2005 - October 2011
Skills
Wealth Management, Series 63, Series 7, Investments, Investment Advisory, Retirement Planning, Finance, FINRA, Mutual Funds, Financial Advisory, Securities, Asset Allocation, Retirement, IRAs, 401k, Fixed Annuities, Microsoft Office, Customer Service, Team Building, Public Speaking, Investment Strategies, Financial Planning, Event Planning
Education
University of Dallas 1993 — 1998
BA, Drama
Raymond James Financial Services 2011 - Present
AG Edwards May 2005 - October 2011
Skills
Wealth Management, Series 63, Series 7, Investments, Investment Advisory, Retirement Planning, Finance, FINRA, Mutual Funds, Financial Advisory, Securities, Asset Allocation, Retirement, IRAs, 401k, Fixed Annuities, Microsoft Office, Customer Service, Team Building, Public Speaking, Investment Strategies, Financial Planning, Event Planning
Education
University of Dallas 1993 — 1998
BA, Drama
Jay Meador's Raymond James Financial Services Experience July 2005 - Present
Job CFP®
Industry Financial Services
Experience
Raymond James Financial Services July 2005 - Present
A.G. Edwards January 1998 - July 2005
Education
Texas A&M University
Raymond James Financial Services July 2005 - Present
A.G. Edwards January 1998 - July 2005
Education
Texas A&M University
Sarah Caroline Mueller's Raymond James Financial Services Experience October 2009 - June 2010
Job Manager, Event Resources at Epsilon
Industry Marketing and Advertising
Experience
Epsilon May 2014 - Present
New World Systems September 2013 - April 2014
pulse220/Star Trax May 2010 - September 2013
Raymond James Financial Services October 2009 - June 2010
Mueller & Company PC July 2009 - September 2009
pulse220 February 2009 - March 2009
Aspen Marketing Services February 2004 - May 2008
SCM Communications January 2000 - December 2003
EDS, an HP Company May 1992 - December 1996
Skills
Human Resources, Advertising, Data Entry, Social Networking, Corporate Events, Public Relations, New Business Development, Time Management, Event Management, Marketing, Public Speaking, Strategic Planning, Customer Service, Management, Budgets, Direct Marketing, Social Media Marketing, Integrated Marketing, Digital Marketing, CRM, Sales, Marketing Strategy, Email Marketing
Education
Oakland University 1987 — 1991
BA, Communications & Rhetoric
Sterling Heights High School 1984 — 1987
Bachelor's degree, Speech Communication and Rhetoric
Epsilon May 2014 - Present
New World Systems September 2013 - April 2014
pulse220/Star Trax May 2010 - September 2013
Raymond James Financial Services October 2009 - June 2010
Mueller & Company PC July 2009 - September 2009
pulse220 February 2009 - March 2009
Aspen Marketing Services February 2004 - May 2008
SCM Communications January 2000 - December 2003
EDS, an HP Company May 1992 - December 1996
Skills
Human Resources, Advertising, Data Entry, Social Networking, Corporate Events, Public Relations, New Business Development, Time Management, Event Management, Marketing, Public Speaking, Strategic Planning, Customer Service, Management, Budgets, Direct Marketing, Social Media Marketing, Integrated Marketing, Digital Marketing, CRM, Sales, Marketing Strategy, Email Marketing
Education
Oakland University 1987 — 1991
BA, Communications & Rhetoric
Sterling Heights High School 1984 — 1987
Bachelor's degree, Speech Communication and Rhetoric
Ginny Holliday's Raymond James Financial Services Experience November 2007 - November 2009
Job Director of the Facilities Management Department at City of Garland
Industry Government Administration
Experience
City of Garland March 2012 - Present
City of Garland October 2010 - March 2012
City of Garland, Texas February 2010 - October 2010
Raymond James Financial Services November 2007 - November 2009
Banc of America Investment Services 2005 - August 2007
RBC Dain Rauscher 2002 - February 2005
Morgan Stanley 1981 - April 2002
Skills
Risk Management, Strategic Planning, Leadership Development, Change Management, Recruiting, Policy, Insurance, Asset Management, Contract Negotiation, Leadership, Portfolio Management, Microsoft Excel, Program Management, Training, Team Building, Management, Analysis, Strategy, Team Leadership, Business Analysis, Project Management, Employee Benefits, Organizational..., Budgets, Process Improvement, Management Consulting, Coaching, Facilities Operations, Government, Banking, Strategic Financial..., Financial Analysis
Education
University of Denver 1976 — 1980
BS, Public Affairs and Mass Communications
City of Garland March 2012 - Present
City of Garland October 2010 - March 2012
City of Garland, Texas February 2010 - October 2010
Raymond James Financial Services November 2007 - November 2009
Banc of America Investment Services 2005 - August 2007
RBC Dain Rauscher 2002 - February 2005
Morgan Stanley 1981 - April 2002
Skills
Risk Management, Strategic Planning, Leadership Development, Change Management, Recruiting, Policy, Insurance, Asset Management, Contract Negotiation, Leadership, Portfolio Management, Microsoft Excel, Program Management, Training, Team Building, Management, Analysis, Strategy, Team Leadership, Business Analysis, Project Management, Employee Benefits, Organizational..., Budgets, Process Improvement, Management Consulting, Coaching, Facilities Operations, Government, Banking, Strategic Financial..., Financial Analysis
Education
University of Denver 1976 — 1980
BS, Public Affairs and Mass Communications
Dawn Telthorst Fonseca's Raymond James Financial Services Experience January 2000 - January 2001
Job Attorney at Littler Mendelson
Industry Law Practice
Experience
Littler Mendelson September 2009 - Present
Paul Hastings October 2008 - March 2009
Elder Law May 2006 - July 2006
McMaster-Carr October 2003 - August 2005
Teach for America May 2003 - October 2003
Raymond James Financial Services January 2000 - January 2001
Skills
Litigation, Legal Research, Legal Writing, Employment Law, Civil Litigation, Mediation, Corporate Law, Courts, Legal Advice
Education
University of California, Berkeley - School of Law 2006 — 2008
J.D., Corporate, International Law
University of San Diego School of Law 2005 — 2006
N/A
Northwestern University 1999 — 2003
B.A., International Studies, Economics
Sweet Briar College Junior 2001 — 2002
Littler Mendelson September 2009 - Present
Paul Hastings October 2008 - March 2009
Elder Law May 2006 - July 2006
McMaster-Carr October 2003 - August 2005
Teach for America May 2003 - October 2003
Raymond James Financial Services January 2000 - January 2001
Skills
Litigation, Legal Research, Legal Writing, Employment Law, Civil Litigation, Mediation, Corporate Law, Courts, Legal Advice
Education
University of California, Berkeley - School of Law 2006 — 2008
J.D., Corporate, International Law
University of San Diego School of Law 2005 — 2006
N/A
Northwestern University 1999 — 2003
B.A., International Studies, Economics
Sweet Briar College Junior 2001 — 2002
Kristen Saputo's Raymond James Financial Services Experience September 2008 - August 2009
Job Fixed Income Insitiutional Trading at Atlas One
Industry Financial Services
Experience
Atlas One January 2010 - Present
Raymond James Financial Services September 2008 - August 2009
Merrill Lynch 2006 - 2008
Daymon Worldwide 2004 - 2006
Hu-Friedy Mfg. Co., LLC 2000 - 2004
North American Bear Company March 1999 - May 2000
Coty 1997 - 1998
Macy's East 1996 - 1997
Skills
PowerPoint, Microsoft Office, Trade Shows, Series 7, Budgeting, Excel, Banking, Financial Analysis, Portfolio Management, Investments, Risk Management, Finance, Fixed Income, Management, Analysis, Budgets, Securities, Sales, Microsoft Excel, Uniform Combined State..., Mortgage Lending
Education
Tulane University 1992 — 1996
BA, Communications
Atlas One January 2010 - Present
Raymond James Financial Services September 2008 - August 2009
Merrill Lynch 2006 - 2008
Daymon Worldwide 2004 - 2006
Hu-Friedy Mfg. Co., LLC 2000 - 2004
North American Bear Company March 1999 - May 2000
Coty 1997 - 1998
Macy's East 1996 - 1997
Skills
PowerPoint, Microsoft Office, Trade Shows, Series 7, Budgeting, Excel, Banking, Financial Analysis, Portfolio Management, Investments, Risk Management, Finance, Fixed Income, Management, Analysis, Budgets, Securities, Sales, Microsoft Excel, Uniform Combined State..., Mortgage Lending
Education
Tulane University 1992 — 1996
BA, Communications
Brian Kopakin's Raymond James Financial Services Experience December 2006 - July 2011
Job Commecial Credit Underwriter at USAmeriBank
Industry Banking
Experience
USAmeriBank November 2014 - Present
USAmeriBank July 2013 - Present
Farm Credit of Central Florida September 2011 - June 2013
Raymond James Financial Services December 2006 - July 2011
Skills
Commercial Lending, Loans, Financial Risk, Banking, Financial Analysis, Credit, Financial Services, Commercial Banking
Education
University of Central Florida
Bachelor of Science, Finance
USAmeriBank November 2014 - Present
USAmeriBank July 2013 - Present
Farm Credit of Central Florida September 2011 - June 2013
Raymond James Financial Services December 2006 - July 2011
Skills
Commercial Lending, Loans, Financial Risk, Banking, Financial Analysis, Credit, Financial Services, Commercial Banking
Education
University of Central Florida
Bachelor of Science, Finance
Jay Accetturo's Raymond James Financial Services Experience February 2010 - November 2011
Job Transition Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2011 - Present
Raymond James Financial Services February 2010 - November 2011
Quicken Loans January 2007 - June 2007
Skills
Series 7, Series 63, Financial Services, CRM, Strategic Financial..., Business Development, Finance, Financial Analysis, PowerPoint, Microsoft Word, Investments, Credit, Insurance, Accounts Receivable, Banking, Relationship Management, Series 24, Financial Planning
Education
Oakland University 2004 — 2006
Bachelor of Business Administration, General Management
Raymond James Financial Inc. November 2011 - Present
Raymond James Financial Services February 2010 - November 2011
Quicken Loans January 2007 - June 2007
Skills
Series 7, Series 63, Financial Services, CRM, Strategic Financial..., Business Development, Finance, Financial Analysis, PowerPoint, Microsoft Word, Investments, Credit, Insurance, Accounts Receivable, Banking, Relationship Management, Series 24, Financial Planning
Education
Oakland University 2004 — 2006
Bachelor of Business Administration, General Management
John D. Craig's Raymond James Financial Services Experience January 2009 - July 2009
Job Recruiter at Micro Data Systems, Inc.
Industry Information Technology and Services
Experience
Micro Data Systems, Inc. December 2012 - Present
Accountemps May 2012 - December 2012
Four Springs Capital LLC April 2010 - May 2012
Advantage Media Corporation September 2009 - April 2010
Raymond James Financial Services January 2009 - July 2009
Skills
Financial Analysis, Investments, Finance, Entrepreneurship, Fixed Income, Real Estate, Financial Modeling, Asset Managment, Venture Capital, Due Diligence, Valuation, Accounting, Analysis, Business Development, Sourcing, Management, Private Equity, Temporary Staffing, Temporary Placement, Asset Management, Screening, Employee Benefits, Risk Management, Start-ups, Onboarding, Technical Recruiting, Internet Recruiting, Recruiting
Education
Rider University 2006 — 2010
BSBA, Finance
Monmouth University
Marketing & Business and Professional Speech
Micro Data Systems, Inc. December 2012 - Present
Accountemps May 2012 - December 2012
Four Springs Capital LLC April 2010 - May 2012
Advantage Media Corporation September 2009 - April 2010
Raymond James Financial Services January 2009 - July 2009
Skills
Financial Analysis, Investments, Finance, Entrepreneurship, Fixed Income, Real Estate, Financial Modeling, Asset Managment, Venture Capital, Due Diligence, Valuation, Accounting, Analysis, Business Development, Sourcing, Management, Private Equity, Temporary Staffing, Temporary Placement, Asset Management, Screening, Employee Benefits, Risk Management, Start-ups, Onboarding, Technical Recruiting, Internet Recruiting, Recruiting
Education
Rider University 2006 — 2010
BSBA, Finance
Monmouth University
Marketing & Business and Professional Speech
Corbin Kitzinger's Raymond James Financial Services Experience November 2007 - Present
Job Regional Supervision Manager at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services November 2007 - Present
Skills
Series 7, Series 66, Series 24
Education
University of Florida 1996 — 2001
BA, Business Administration
St. Petersburg High School
Raymond James Financial Services November 2007 - Present
Skills
Series 7, Series 66, Series 24
Education
University of Florida 1996 — 2001
BA, Business Administration
St. Petersburg High School
Steve Hurt's Raymond James Financial Services Experience May 1997 - Present
Job Branch Manager, Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services May 1997 - Present
Skills
Retirement Income..., Retirement Planning, 401k Rollovers, 529 Plans, Wealth Accumulation, Retirement, Uniform Combined State..., Team Building, Mutual Funds, Portfolio Management, Asset Management, Marketing, Public Speaking, Series 7, Microsoft Office, Wealth Management, Investment Advisory, IRAs, Financial Planning, Fixed Annuities, 401k, Investments
Education
The University of Texas at El Paso 1974 — 1979
BBA, Management
Raymond James Financial Services May 1997 - Present
Skills
Retirement Income..., Retirement Planning, 401k Rollovers, 529 Plans, Wealth Accumulation, Retirement, Uniform Combined State..., Team Building, Mutual Funds, Portfolio Management, Asset Management, Marketing, Public Speaking, Series 7, Microsoft Office, Wealth Management, Investment Advisory, IRAs, Financial Planning, Fixed Annuities, 401k, Investments
Education
The University of Texas at El Paso 1974 — 1979
BBA, Management
Mark Coletta's Raymond James Financial Services Experience May 2015 - Present
Job Owner of Coletta Financial Associates
Industry Financial Services
Experience
Raymond James Financial Services May 2015 - Present
Coletta Financial Associates 1999 - Present
Coletta & Coletta, LLC September 1991 - Present
HD Vest Financial Services September 1999 - May 2015
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Financial Analysis, Financial Planners, Investments, Asset Allocation, Accounting, Insurance, Strategic Planning
Education
Providence College 1979 — 1984
BS, Accounting
Raymond James Financial Services May 2015 - Present
Coletta Financial Associates 1999 - Present
Coletta & Coletta, LLC September 1991 - Present
HD Vest Financial Services September 1999 - May 2015
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Financial Analysis, Financial Planners, Investments, Asset Allocation, Accounting, Insurance, Strategic Planning
Education
Providence College 1979 — 1984
BS, Accounting
Natalie Norman's Raymond James Financial Services Experience September 2001 - Present
Job Financial Advisor, Raymond James Financial Services, Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services September 2001 - Present
Education
University of Michigan 1994 — 1996
Master's Degree, Public Policy
Wellesley College 1988 — 1992
Bachelor's Degree, Economics
Raymond James Financial Services September 2001 - Present
Education
University of Michigan 1994 — 1996
Master's Degree, Public Policy
Wellesley College 1988 — 1992
Bachelor's Degree, Economics
art ponder's Raymond James Financial Services Experience Vice President Private BankingRegions BankApril 2000 - April 2008
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services Vice President Private BankingRegions BankApril 2000 - April 2008
Education
University of Central Florida - College of Business Administration 1987 — 1989
Finance, Investments, Real Estate
Raymond James Financial Services Vice President Private BankingRegions BankApril 2000 - April 2008
Education
University of Central Florida - College of Business Administration 1987 — 1989
Finance, Investments, Real Estate
John Yaeger's Raymond James Financial Services Experience January 1994 - January 2003
Job Business Development Manager at Cook's Direct
Industry Food & Beverages
Experience
Cook's Direct April 2011 - Present
Cooks Direct April 2008 - March 2011
Century Securities 2003 - February 2008
Raymond James Financial Services January 1994 - January 2003
Tamaron Investments January 1992 - January 1994
John W. Yaeger January 1991 - January 1994
Amoco Motor Club January 1989 - January 1991
Skills
New Business Development, Negotiation, Customer Relations, Strategic Planning, Solution Selling, Problem Solving, Account Management, Business Strategy, Customer Service, Sales, CRM, Leadership, Management, Marketing, Training, Business Development, Cold Calling, Retail, B2B, Pricing, Sales Process, Team Building, Strategic Partnerships, Start-ups
Education
Northern Illinois University - College of Business 1987 — 1992
Bachelors, Double Major in Business System Analysis & Economics
Cook's Direct April 2011 - Present
Cooks Direct April 2008 - March 2011
Century Securities 2003 - February 2008
Raymond James Financial Services January 1994 - January 2003
Tamaron Investments January 1992 - January 1994
John W. Yaeger January 1991 - January 1994
Amoco Motor Club January 1989 - January 1991
Skills
New Business Development, Negotiation, Customer Relations, Strategic Planning, Solution Selling, Problem Solving, Account Management, Business Strategy, Customer Service, Sales, CRM, Leadership, Management, Marketing, Training, Business Development, Cold Calling, Retail, B2B, Pricing, Sales Process, Team Building, Strategic Partnerships, Start-ups
Education
Northern Illinois University - College of Business 1987 — 1992
Bachelors, Double Major in Business System Analysis & Economics
Bill Poland's Raymond James Financial Services Experience February 2009 - Present
Job Commercial Lines and Personal Lines Insurance Agent at Dries Poland Insurance
Industry Financial Services
Experience
Dries Poland Insurance February 2011 - Present
Raymond James Financial Services February 2009 - Present
Merrill Lynch June 2003 - February 2009
Skills
Investment Advisory, Asset Allocation, Financial Advisory, Securities, Portfolio Management, Investment Strategies, Estate Planning, Equities, Uniform Combined State..., Asset Management
Education
School name: 1995 — 1999
Bachelor of Science (B.S.), Business - Information Systems
University of North Carolina at Greensboro 1995 — 1999
Dries Poland Insurance February 2011 - Present
Raymond James Financial Services February 2009 - Present
Merrill Lynch June 2003 - February 2009
Skills
Investment Advisory, Asset Allocation, Financial Advisory, Securities, Portfolio Management, Investment Strategies, Estate Planning, Equities, Uniform Combined State..., Asset Management
Education
School name: 1995 — 1999
Bachelor of Science (B.S.), Business - Information Systems
University of North Carolina at Greensboro 1995 — 1999
Christopher Warne's Raymond James Financial Services Experience 2001 - 2003
Job Warne Law Firm, A Professional Corporation
Industry Law Practice
Experience
Warne Law Firm, A Professional Corporation 2011 - Present
San Fernando Valley Bar Association November 2014 - Present
Wasserman, Comden & Casselman, LLP 2007 - 2011
Browne Asset Management, LLC 2003 - 2005
Raymond James Financial Services 2001 - 2003
Ocean Fund Advisors, LLC 2000 - 2000
Corporate Financial Partners 1999 - 1999
Roxbury Capital Management 1998 - 1998
Skills
Marketing, Legal Advice, Litigation, Dispute Resolution, Civil Litigation, Legal Writing, Corporate Law, Legal Research, Commercial Litigation, Copyright Law, Westlaw, Courts, Personal Injury, Employment Law, Product Liability, Class Actions, Alternative Dispute..., Wills, Trial Practice, Appeals, Construction Law, Intellectual Property, Trials, Criminal Defense, Torts, Bankruptcy, Patents, Legal Assistance, Family Law, Arbitration, Research, Licensing, Administrative Law, Trade Secrets, Trademark Infringement, Business Litigation, Corporate Governance, Criminal Law, Trusts, Mediation, Hearings, Insurance Law, Trademarks, Securities Regulation, Real Estate
Education
Vanderbilt University 1997 — 2001
BS
Harvard-Westlake 1991 — 1997
Pepperdine University School of Law 2002 — 2005
JD
Center for Entreprenurship, Technology, and the Law at Pepperdine University
Fellow
ABOTA Jack Daniels Trial Acadamy
California State Bar Real Property Section
Real Property Law Boot Camp
Warne Law Firm, A Professional Corporation 2011 - Present
San Fernando Valley Bar Association November 2014 - Present
Wasserman, Comden & Casselman, LLP 2007 - 2011
Browne Asset Management, LLC 2003 - 2005
Raymond James Financial Services 2001 - 2003
Ocean Fund Advisors, LLC 2000 - 2000
Corporate Financial Partners 1999 - 1999
Roxbury Capital Management 1998 - 1998
Skills
Marketing, Legal Advice, Litigation, Dispute Resolution, Civil Litigation, Legal Writing, Corporate Law, Legal Research, Commercial Litigation, Copyright Law, Westlaw, Courts, Personal Injury, Employment Law, Product Liability, Class Actions, Alternative Dispute..., Wills, Trial Practice, Appeals, Construction Law, Intellectual Property, Trials, Criminal Defense, Torts, Bankruptcy, Patents, Legal Assistance, Family Law, Arbitration, Research, Licensing, Administrative Law, Trade Secrets, Trademark Infringement, Business Litigation, Corporate Governance, Criminal Law, Trusts, Mediation, Hearings, Insurance Law, Trademarks, Securities Regulation, Real Estate
Education
Vanderbilt University 1997 — 2001
BS
Harvard-Westlake 1991 — 1997
Pepperdine University School of Law 2002 — 2005
JD
Center for Entreprenurship, Technology, and the Law at Pepperdine University
Fellow
ABOTA Jack Daniels Trial Acadamy
California State Bar Real Property Section
Real Property Law Boot Camp
Barbara Wagner Lackey's Raymond James Financial Services Experience June 2007 - Present
Job Certified Financial Planner at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services June 2007 - Present
LaSalle Financial Services April 2000 - June 2007
St Paul Federal Bank September 1989 - April 2000
Education
St. Norbert College 1966 — 1970
Bachelor of Arts, French
Raymond James Financial Services June 2007 - Present
LaSalle Financial Services April 2000 - June 2007
St Paul Federal Bank September 1989 - April 2000
Education
St. Norbert College 1966 — 1970
Bachelor of Arts, French
Jack Clark III's Raymond James Financial Services Experience January 2015 - Present
Job Financial Advisor, Raymond James
Industry Financial Services
Experience
Raymond James Financial Services January 2015 - Present
Family Heritage January 2008 - December 2014
The Southwestern Company May 2003 - December 2007
Skills
Sales, Sales Management, Direct Sales, Cold Calling, Sales Process, Sales Presentations, Marketing, New Business Development, Insurance, Account Management, Selling, B2B, Sales Operations, Business Development, Life Insurance, Term Life Insurance
Education
Christ for the Nations Institute 2010 — 2013
Bachelor of Practical Ministry, Children's Ministry, 4.0
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (BBA), Marketing, 3.98
Raymond James Financial Services January 2015 - Present
Family Heritage January 2008 - December 2014
The Southwestern Company May 2003 - December 2007
Skills
Sales, Sales Management, Direct Sales, Cold Calling, Sales Process, Sales Presentations, Marketing, New Business Development, Insurance, Account Management, Selling, B2B, Sales Operations, Business Development, Life Insurance, Term Life Insurance
Education
Christ for the Nations Institute 2010 — 2013
Bachelor of Practical Ministry, Children's Ministry, 4.0
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (BBA), Marketing, 3.98
Patricia Zito's Raymond James Financial Services Experience March 2008 - Present
Job Senior Supervision Specialist at Raymond James Financial Services Inc
Industry Financial Services
Experience
Raymond James Financial Inc. March 2008 - Present
Raymond James Financial Services March 2008 - Present
American Municipal Securities March 1993 - March 2008
American Municipal Securities January 1993 - January 2008
Kmart Corporation January 1983 - January 2005
Barnett Bank, et al January 1986 - January 1993
Barnett Bank,et al 1986 - 1993
p/t January 1987 - January 1990
Skills
Series 7, Series 24, Series 66, Series 53, Series 31
Education
St. Petersburg College 2006 — 2010
Bachelor of Science, Banking and Finance
Banking/Finance St. Petersburg College
Bachelors Degree, Honors, 2010
Raymond James Financial Inc. March 2008 - Present
Raymond James Financial Services March 2008 - Present
American Municipal Securities March 1993 - March 2008
American Municipal Securities January 1993 - January 2008
Kmart Corporation January 1983 - January 2005
Barnett Bank, et al January 1986 - January 1993
Barnett Bank,et al 1986 - 1993
p/t January 1987 - January 1990
Skills
Series 7, Series 24, Series 66, Series 53, Series 31
Education
St. Petersburg College 2006 — 2010
Bachelor of Science, Banking and Finance
Banking/Finance St. Petersburg College
Bachelors Degree, Honors, 2010
Eileen Macosko's Raymond James Financial Services Experience November 2010 - Present
Job Office Manager at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services November 2010 - Present
A&A Connections January 1993 - December 2000
Skills
Microsoft Word, Insurance, Microsoft Excel, Customer Service, Outlook
Education
Penn State University 1987 — 1991
Raymond James Financial Services November 2010 - Present
A&A Connections January 1993 - December 2000
Skills
Microsoft Word, Insurance, Microsoft Excel, Customer Service, Outlook
Education
Penn State University 1987 — 1991
Paul Burdett's Raymond James Financial Services Experience January 1999 - Present
Job at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Services January 1999 - Present
Raymond James Financial Inc. January 1999 - Present
Education
University of Maryland College Park 1970 — 1974
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Raymond James Financial Services January 1999 - Present
Raymond James Financial Inc. January 1999 - Present
Education
University of Maryland College Park 1970 — 1974
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
John Leacock's Raymond James Financial Services Experience April 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James Financial Services April 2012 - Present
Pro Music Inc May 2004 - August 2012
360 Sales September 2009 - July 2010
Education
University of Central Florida
Bachelor of Science, Finance
Raymond James Financial Services April 2012 - Present
Pro Music Inc May 2004 - August 2012
360 Sales September 2009 - July 2010
Education
University of Central Florida
Bachelor of Science, Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS