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.,
Raymond James Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Raymond James Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Raymond James Financial Services Salaries. You can even request information on how much does Raymond James Financial Services pay if you want to. Learn about salaries, pros and cons of working for Raymond James Financial Services directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
319 Raymond James Financial Services employees in database. Find out everything there's to know about Raymond James Financial Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Raymond James Financial Services Employees
Employee
Years
Job
Industry
Matthew Hetrick Matthew Hetrick's Raymond James Financial Services Experience April 2007 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
RAYMOND JAMES FINANCIAL SERVICES April 2007 - April 2013
Transamerica October 2000 - June 2006
The Bank of Tampa September 1999 - September 2000
FRANKLIN TEMPLETON September 1998 - September 1999
Skills
Series 7, Series 24, Series 66, Series 53, Series 4, Investments, Variable Annuities, Fixed Annuities, Indexed Annuities, Insurance, Management, Securities, Retirement Planning, Trading, Mutual Funds, REIT, Limited Partnerships, Time Management, ETFs, Accounts Payable, Microsoft Excel, Asset Allocation, Financial Advisory, PowerPoint, Policy, Security, Wealth Management, Financial Services, Strategic Financial..., Portfolio Management
Education
University of South Florida
Bachelor of Science, Finance
RAYMOND JAMES FINANCIAL SERVICES April 2007 - April 2013
Transamerica October 2000 - June 2006
The Bank of Tampa September 1999 - September 2000
FRANKLIN TEMPLETON September 1998 - September 1999
Skills
Series 7, Series 24, Series 66, Series 53, Series 4, Investments, Variable Annuities, Fixed Annuities, Indexed Annuities, Insurance, Management, Securities, Retirement Planning, Trading, Mutual Funds, REIT, Limited Partnerships, Time Management, ETFs, Accounts Payable, Microsoft Excel, Asset Allocation, Financial Advisory, PowerPoint, Policy, Security, Wealth Management, Financial Services, Strategic Financial..., Portfolio Management
Education
University of South Florida
Bachelor of Science, Finance
Mike Pedlow Mike Pedlow's Raymond James Financial Services Experience October 2007 - June 2010
Job SVP, Chief Compliance Officer at NFP Advisor Services, LLC
Industry Financial Services
Experience
NFP Advisor Services, LLC June 2015 - Present
Washington Wealth Management August 2014 - Present
NFP Advisor Services, LLC. June 2010 - June 2015
Raymond James Financial Services October 2007 - June 2010
Raymond James Financial Services, Inc May 2005 - October 2007
Edward Jones 2004 - 2005
Capital One 1999 - 2005
Skills
Compliance, Securities, Risk, Risk Management, Asset Managment, Investments, Financial Risk, Asset Management, FINRA, Financial Services, Investment Advisory, Leadership, Mutual Funds, Portfolio Management, Series 7, Wealth Management, Retirement, Financial Advisory, 401k, Series 65, Broker-Dealer, Series 24
Education
University of South Florida 1992 — 1997
BA, Economics
NFP Advisor Services, LLC June 2015 - Present
Washington Wealth Management August 2014 - Present
NFP Advisor Services, LLC. June 2010 - June 2015
Raymond James Financial Services October 2007 - June 2010
Raymond James Financial Services, Inc May 2005 - October 2007
Edward Jones 2004 - 2005
Capital One 1999 - 2005
Skills
Compliance, Securities, Risk, Risk Management, Asset Managment, Investments, Financial Risk, Asset Management, FINRA, Financial Services, Investment Advisory, Leadership, Mutual Funds, Portfolio Management, Series 7, Wealth Management, Retirement, Financial Advisory, 401k, Series 65, Broker-Dealer, Series 24
Education
University of South Florida 1992 — 1997
BA, Economics
Tom Herrin, CFP® ChFC® CLU® Tom Herrin, CFP® ChFC® CLU®'s Raymond James Financial Services Experience February 2009 - Present
Job Financial Advisor with Raymond James
Industry Financial Services
Experience
Raymond James Financial Services February 2009 - Present
Merrill Lynch March 2000 - February 2009
Education
University of Puget Sound 1995 — 1999
BA, History
Raymond James Financial Services February 2009 - Present
Merrill Lynch March 2000 - February 2009
Education
University of Puget Sound 1995 — 1999
BA, History
Sanja Smajlovic Sanja Smajlovic's Raymond James Financial Services Experience May 2011 - September 2014
Job Financial Services
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Invest Financial September 2014 - May 2015
Raymond James Financial Services May 2011 - September 2014
Raymond James Financial Services October 2009 - May 2011
Raymond James & Associates, Inc November 2007 - October 2009
Skills
Series 7, Series 24, Compliance, FINRA, Licensed Life & Health..., Variable Annuities
Education
University of South Florida 2003 — 2007
Bachelor, Finance
Raymond James Financial, Inc. June 2015 - Present
Invest Financial September 2014 - May 2015
Raymond James Financial Services May 2011 - September 2014
Raymond James Financial Services October 2009 - May 2011
Raymond James & Associates, Inc November 2007 - October 2009
Skills
Series 7, Series 24, Compliance, FINRA, Licensed Life & Health..., Variable Annuities
Education
University of South Florida 2003 — 2007
Bachelor, Finance
Saad Rahmouni Saad Rahmouni's Raymond James Financial Services Experience October 2007 - January 2014
Job Regional Compliance Officer at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. February 2014 - Present
Raymond James Financial Services October 2007 - January 2014
T. Rowe Price 1998 - 2007
Skills
Series 24, Series 7, Compliance, Series 66, Risk Management, Mutual Funds, Coaching, Investments, Retirement, Equities, FINRA, Series 6, Series 63, Fixed Income, Investment Strategies, Alternative Investments, Wealth Management, Asset Managment, Asset Allocation, Financial Services, Portfolio Management, Analysis, 401k, Uniform Combined State..., Securities, Retirement Planning, Investment Advisory, Strategic Financial..., Employee Benefits, Economics, IRAs, Relationship Management, Bonds, Financial Advisory, ETFs, Investment Management, Variable Annuities, Options, Financial Planners, Trading, Estate Planning, Stocks, AML, Finance, Financial Analysis, Defined Benefit, Bloomberg, Fixed Annuities, Capital Markets, Asset Management
Education
University of South Florida 1993 — 1997
MBA, International Business and Marketing
Raymond James Financial Inc. February 2014 - Present
Raymond James Financial Services October 2007 - January 2014
T. Rowe Price 1998 - 2007
Skills
Series 24, Series 7, Compliance, Series 66, Risk Management, Mutual Funds, Coaching, Investments, Retirement, Equities, FINRA, Series 6, Series 63, Fixed Income, Investment Strategies, Alternative Investments, Wealth Management, Asset Managment, Asset Allocation, Financial Services, Portfolio Management, Analysis, 401k, Uniform Combined State..., Securities, Retirement Planning, Investment Advisory, Strategic Financial..., Employee Benefits, Economics, IRAs, Relationship Management, Bonds, Financial Advisory, ETFs, Investment Management, Variable Annuities, Options, Financial Planners, Trading, Estate Planning, Stocks, AML, Finance, Financial Analysis, Defined Benefit, Bloomberg, Fixed Annuities, Capital Markets, Asset Management
Education
University of South Florida 1993 — 1997
MBA, International Business and Marketing
Timothy Morath Timothy Morath's Raymond James Financial Services Experience July 2010 - Present
Job Business Solutions Database Engineer II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Services July 2010 - Present
Raymond James July 2010 - July 2012
Albertsons Distribution Center October 1996 - March 2010
Albertsons, Inc. March 1996 - October 2000
National Insurance Services, Inc. May 1989 - October 1995
Skills
Access, Visio, SQL, Database Administration, Inventory Management, VBA, Programming, C#, Java, Business Analysis, Microsoft Office, Analysis, Visual Basic, Databases, HTML, Microsoft SQL Server, Professional writing, Communication Skills, Professional Writing, Time Management, Management, Visual Studio, Leadership, T-SQL, Database Admin, Process Improvement
Education
University of South Florida 2006 — 2010
Bachelor of Science, Management Information Systems
Hillsborough Community College 1989 — 1997
Associate in Arts, Engineering
Raymond James Financial Services July 2010 - Present
Raymond James July 2010 - July 2012
Albertsons Distribution Center October 1996 - March 2010
Albertsons, Inc. March 1996 - October 2000
National Insurance Services, Inc. May 1989 - October 1995
Skills
Access, Visio, SQL, Database Administration, Inventory Management, VBA, Programming, C#, Java, Business Analysis, Microsoft Office, Analysis, Visual Basic, Databases, HTML, Microsoft SQL Server, Professional writing, Communication Skills, Professional Writing, Time Management, Management, Visual Studio, Leadership, T-SQL, Database Admin, Process Improvement
Education
University of South Florida 2006 — 2010
Bachelor of Science, Management Information Systems
Hillsborough Community College 1989 — 1997
Associate in Arts, Engineering
Shyam Mayadev, ChFC Shyam Mayadev, ChFC's Raymond James Financial Services Experience October 1986 - October 2012
Job Owner, Mayadev Pension & Financial Services: An Independent Firm
Industry Financial Services
Experience
Mayadev Pension & Financial Services 1978 - Present
Raymond James Financial Services October 1986 - October 2012
Skills
Financial Planning
Education
University of Notre Dame 1968 — 1970
Master of Science (MS), Extra work in Optimization
National Institute Of Technology, Warangal , India 1961 — 1966
Engineering
Mayadev Pension & Financial Services 1978 - Present
Raymond James Financial Services October 1986 - October 2012
Skills
Financial Planning
Education
University of Notre Dame 1968 — 1970
Master of Science (MS), Extra work in Optimization
National Institute Of Technology, Warangal , India 1961 — 1966
Engineering
Larry Galantis, CFP®'s Raymond James Financial Services Experience April 2000 - Present
Job Branch Owner An Independent Firm
Industry Investment Management
Experience
Wealth Guidance Group Inc. April 2000 - Present
Raymond James Financial Services April 2000 - Present
Prudential Securities 1989 - 2000
Thomson McKinnon Securities 1986 - 1989
Skills
Retirement Planning, Investments, Series 7, Retirement, Securities, Estate Planning, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Series 63, Strategic Financial..., Asset Managment, Divorce Planning, Windfalls and Personal...
Education
University of South Florida 1975 — 1982
BA, Finance
Wealth Guidance Group Inc. April 2000 - Present
Raymond James Financial Services April 2000 - Present
Prudential Securities 1989 - 2000
Thomson McKinnon Securities 1986 - 1989
Skills
Retirement Planning, Investments, Series 7, Retirement, Securities, Estate Planning, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Series 63, Strategic Financial..., Asset Managment, Divorce Planning, Windfalls and Personal...
Education
University of South Florida 1975 — 1982
BA, Finance
Peter Lo Peter Lo's Raymond James Financial Services Experience 1998 - 2003
Job Investor / Real Estate Developer / Entrepreneur
Industry Real Estate
Experience
Pro-Square Capital LLC 2012 - Present
Innovative Financial Strategies, Inc. 1994 - 2011
Novastar Mortgage 2003 - 2006
Raymond James Financial Services 1998 - 2003
Skills
Real Estate, Investment Properties, Real Estate Transactions, Real Estate Development, Investors, Asset Management, Investments, Residential Homes, Loans, Real Estate Economics, REO, Commercial Real Estate, Property Management, Real Estate Financing, Brokerage, Foreclosures, Property, Short Sales, Disposition, Due Diligence, Referrals, Rentals, Selling, Apartments, Funding, Land Acquisition, Real Property, Mortgage Lending, Contract Negotiation, Finance, Financial Structuring, Acquisitions, Valuation, Commercial Mortgages, Project Finance, Strategic Financial..., Private Equity, Sales
Education
University of Pennsylvania 1979 — 1983
Bachelor of Arts (B.A.)
Pro-Square Capital LLC 2012 - Present
Innovative Financial Strategies, Inc. 1994 - 2011
Novastar Mortgage 2003 - 2006
Raymond James Financial Services 1998 - 2003
Skills
Real Estate, Investment Properties, Real Estate Transactions, Real Estate Development, Investors, Asset Management, Investments, Residential Homes, Loans, Real Estate Economics, REO, Commercial Real Estate, Property Management, Real Estate Financing, Brokerage, Foreclosures, Property, Short Sales, Disposition, Due Diligence, Referrals, Rentals, Selling, Apartments, Funding, Land Acquisition, Real Property, Mortgage Lending, Contract Negotiation, Finance, Financial Structuring, Acquisitions, Valuation, Commercial Mortgages, Project Finance, Strategic Financial..., Private Equity, Sales
Education
University of Pennsylvania 1979 — 1983
Bachelor of Arts (B.A.)
Matt Frey, MBA's Raymond James Financial Services Experience July 2011 - Present
Job Owner/Partner at Frey Masterson Investment Advisors
Industry Financial Services
Experience
Frey Masterson Investment Advisors July 2011 - Present
Raymond James Financial Services July 2011 - Present
EOS International December 2010 - July 2011
University of Notre Dame July 2009 - May 2011
Raymond James Financial May 2010 - August 2010
SPX Corporation January 2008 - July 2009
SPX Corporation July 2006 - January 2008
Skills
Asset Allocation, Investments, Financial Analysis, Business Planning, Leadership
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investments
University of Notre Dame 2002 — 2006
BBA, Finance
LCHS
Frey Masterson Investment Advisors July 2011 - Present
Raymond James Financial Services July 2011 - Present
EOS International December 2010 - July 2011
University of Notre Dame July 2009 - May 2011
Raymond James Financial May 2010 - August 2010
SPX Corporation January 2008 - July 2009
SPX Corporation July 2006 - January 2008
Skills
Asset Allocation, Investments, Financial Analysis, Business Planning, Leadership
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investments
University of Notre Dame 2002 — 2006
BBA, Finance
LCHS
Mark Bolle's Raymond James Financial Services Experience April 1998 - June 2003
Job Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2003 - Present
Raymond James Financial Services April 1998 - June 2003
Salomon Brothers May 1997 - March 1998
United States Navy August 1987 - November 1992
Education
University of South Florida 1995 — 1997
Northwestern Mutual Financial Network 2003 - Present
Raymond James Financial Services April 1998 - June 2003
Salomon Brothers May 1997 - March 1998
United States Navy August 1987 - November 1992
Education
University of South Florida 1995 — 1997
Matt Mehltretter's Raymond James Financial Services Experience July 2015 - Present
Job Regional Manager at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services July 2015 - Present
Raymond James Financial Services March 2007 - July 2015
Tampa Financial Group, Inc. August 2003 - January 2007
Skills
Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Wealth Management, Series 24
Education
University of South Florida 1996 — 1999
Raymond James Financial Services July 2015 - Present
Raymond James Financial Services March 2007 - July 2015
Tampa Financial Group, Inc. August 2003 - January 2007
Skills
Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Wealth Management, Series 24
Education
University of South Florida 1996 — 1999
Sheila Ross's Raymond James Financial Services Experience 2001 - 2007
Job Branch Supervision Administrator Florida Complex at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2012 - Present
JW Cole Financial, Inc. April 2009 - February 2012
University of South Florida December 2008 - August 2011
Smith Barney July 2007 - October 2008
Raymond James Financial Services 2001 - 2007
SunTrust Investment Services April 1999 - April 2001
T Rowe Price 1997 - 1999
Skills
Series 7, Series 63, Series 24, Securities, Financial Services, Insurance, Series 65
Education
University of South Florida - College of Business Administration 2008 — 2011
MBA
University of Tampa 1993 — 1995
Bachelor of Arts
TIAA-CREF February 2012 - Present
JW Cole Financial, Inc. April 2009 - February 2012
University of South Florida December 2008 - August 2011
Smith Barney July 2007 - October 2008
Raymond James Financial Services 2001 - 2007
SunTrust Investment Services April 1999 - April 2001
T Rowe Price 1997 - 1999
Skills
Series 7, Series 63, Series 24, Securities, Financial Services, Insurance, Series 65
Education
University of South Florida - College of Business Administration 2008 — 2011
MBA
University of Tampa 1993 — 1995
Bachelor of Arts
Josh Dunn, CFP®'s Raymond James Financial Services Experience February 2012 - June 2014
Job Regional Supervisory Officer
Industry Financial Services
Experience
PNC Investments June 2014 - Present
Raymond James Financial Services February 2012 - June 2014
Raymond James Financial Services June 2009 - March 2012
Fidelity Investments July 2007 - May 2009
Skills
Series 7, Series 24, Certified Financial..., Series 66, Series 63, Series 4, Series 53
Education
University of South Florida 2004 — 2007
B.S., Finance
PNC Investments June 2014 - Present
Raymond James Financial Services February 2012 - June 2014
Raymond James Financial Services June 2009 - March 2012
Fidelity Investments July 2007 - May 2009
Skills
Series 7, Series 24, Certified Financial..., Series 66, Series 63, Series 4, Series 53
Education
University of South Florida 2004 — 2007
B.S., Finance
Tom Kimler's Raymond James Financial Services Experience March 2005 - Present
Job Financial Advisor at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Services March 2005 - Present
Skills
Securities, Series 7, Investment Advisory, Retirement Planning, Strategic Planning
Education
University of South Florida 1974 — 1978
BA, Biology
University of South Florida
MBA, Finance
Raymond James Financial Services March 2005 - Present
Skills
Securities, Series 7, Investment Advisory, Retirement Planning, Strategic Planning
Education
University of South Florida 1974 — 1978
BA, Biology
University of South Florida
MBA, Finance
Sara Schwartz's Raymond James Financial Services Experience November 2008 - Present
Job Compliance Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services November 2008 - Present
Regions Bank April 2007 - October 2008
Washington Mutual September 2006 - March 2007
USF Federal Credit Union August 2005 - July 2006
Washington Mutual July 2003 - July 2005
Skills
Series 7, Fixed Annuities, Securities, Mutual Funds, Investments, Series 24, Risk Management, FINRA, Financial Analysis
Education
University of South Florida - College of Business Administration 2011 — 2013
MBA
University of South Florida 2005 — 2009
Bachelor of Science, Double Major: Finance, Accounting
Raymond James Financial Services November 2008 - Present
Regions Bank April 2007 - October 2008
Washington Mutual September 2006 - March 2007
USF Federal Credit Union August 2005 - July 2006
Washington Mutual July 2003 - July 2005
Skills
Series 7, Fixed Annuities, Securities, Mutual Funds, Investments, Series 24, Risk Management, FINRA, Financial Analysis
Education
University of South Florida - College of Business Administration 2011 — 2013
MBA
University of South Florida 2005 — 2009
Bachelor of Science, Double Major: Finance, Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS