Raymond James Ltd.
Industry: Capital market company
DescriptionFounded: 1989 Parent organization: Raymond James Subsidiaries: RAYMOND JAMES LTD (USA) INC,
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Raymond James Ltd. Employees
Employee
Years
Job
Industry
Olga Kalatcheva Olga Kalatcheva's Raymond James Ltd. Experience January 2012 - May 2014
Job Analyst, Growth & Transition Capital
Industry Financial Services
Experience
BDC Capital June 2014 - Present
Raymond James Ltd. January 2012 - May 2014
BDC May 2011 - August 2011
Hydro Ottawa September 2010 - December 2010
Interis Consulting January 2010 - April 2010
Transport Canada May 2009 - August 2009
Skills
Financial Analysis, Bloomberg Terminal, Investments, Corporate Finance, Financial Modeling, Finance, Portfolio Management, Internal Audit, Risk Management, Strategic Financial..., Valuation, Wealth Management
Education
University of Ottawa 2007 — 2012
Bachelor of Commerce, Finance
BDC Capital June 2014 - Present
Raymond James Ltd. January 2012 - May 2014
BDC May 2011 - August 2011
Hydro Ottawa September 2010 - December 2010
Interis Consulting January 2010 - April 2010
Transport Canada May 2009 - August 2009
Skills
Financial Analysis, Bloomberg Terminal, Investments, Corporate Finance, Financial Modeling, Finance, Portfolio Management, Internal Audit, Risk Management, Strategic Financial..., Valuation, Wealth Management
Education
University of Ottawa 2007 — 2012
Bachelor of Commerce, Finance
Curt Hillier, CIM's Raymond James Ltd. Experience September 2004 - Present
Job Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. September 2004 - Present
Skills
Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Estate Planning, Finance, Insurance, Investment Strategies, Mutual Funds, Portfolio Management, Securities, Financial Advisory, Equities
Education
University of Manitoba 1990 — 1995
Commerce (Hons.), Finance
Raymond James Ltd. September 2004 - Present
Skills
Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Estate Planning, Finance, Insurance, Investment Strategies, Mutual Funds, Portfolio Management, Securities, Financial Advisory, Equities
Education
University of Manitoba 1990 — 1995
Commerce (Hons.), Finance
Aaron Kunaseelan Aaron Kunaseelan's Raymond James Ltd. Experience April 2014 - Present
Job Associate at First Avenue Advisory, Raymond James Ltd.
Industry Capital Markets
Experience
Raymond James Ltd. April 2014 - Present
T&V Capital Mangement April 2013 - January 2015
Telfer School of Management, Finance Society September 2013 - April 2014
SDD Polymer May 2013 - August 2013
Toronto Star January 2011 - December 2011
Skills
Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Leadership, Investments, Team Leadership, Time Management, Public Speaking, Social Media, Bloomberg Terminal, Equity Research, Sector Research, Risk Management, Financial Analysis, Portfolio Management, Analysis, Equities, Valuation
Education
University of Ottawa 2012 — 2017
Bachelor of Commerce (B.Com.), Finance, Year 3
Heritage Regional High School 2011 — 2012
High School Diploma, General
Richmond Hill High School 2009 — 2011
Raymond James Ltd. April 2014 - Present
T&V Capital Mangement April 2013 - January 2015
Telfer School of Management, Finance Society September 2013 - April 2014
SDD Polymer May 2013 - August 2013
Toronto Star January 2011 - December 2011
Skills
Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Leadership, Investments, Team Leadership, Time Management, Public Speaking, Social Media, Bloomberg Terminal, Equity Research, Sector Research, Risk Management, Financial Analysis, Portfolio Management, Analysis, Equities, Valuation
Education
University of Ottawa 2012 — 2017
Bachelor of Commerce (B.Com.), Finance, Year 3
Heritage Regional High School 2011 — 2012
High School Diploma, General
Richmond Hill High School 2009 — 2011
Darrell Thompson Darrell Thompson's Raymond James Ltd. Experience October 2001 - September 2003
Job Vice President/Senior Investment Advisor at Canaccord Genuity Group Inc.
Industry Financial Services
Experience
Canaccord Genuity Group Inc. November 2013 - Present
Macquarie Group September 2003 - November 2013
Raymond James Ltd. October 2001 - September 2003
Skills
Retirement Planning, Tax, Mutual Funds, Strategic Financial..., Alternative Investments, Financial Advisory, Estate Planning, Financial Services, Wealth, Investment Management, Retirement, ETFs, Capital Markets, Bonds, Hedge Funds, Trading
Education
University of Iowa - Henry B. Tippie College of Business
Canaccord Genuity Group Inc. November 2013 - Present
Macquarie Group September 2003 - November 2013
Raymond James Ltd. October 2001 - September 2003
Skills
Retirement Planning, Tax, Mutual Funds, Strategic Financial..., Alternative Investments, Financial Advisory, Estate Planning, Financial Services, Wealth, Investment Management, Retirement, ETFs, Capital Markets, Bonds, Hedge Funds, Trading
Education
University of Iowa - Henry B. Tippie College of Business
Eric Willerth Eric Willerth's Raymond James Ltd. Experience October 2010 - Present
Job Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. October 2010 - Present
Edward Jones, Calgary AB January 2001 - October 2010
Deloitte & Touche, Cayman Islands 1991 - 2000
Skills
Wealth Management, Estate Planning, Retirement, Investments, Insurance, Retirement Planning, Financial Planning, Investment Advisory, Wealth, Stocks
Education
University of Saskatchewan 1982 — 1986
B. Comm, Accounting
Raymond James Ltd. October 2010 - Present
Edward Jones, Calgary AB January 2001 - October 2010
Deloitte & Touche, Cayman Islands 1991 - 2000
Skills
Wealth Management, Estate Planning, Retirement, Investments, Insurance, Retirement Planning, Financial Planning, Investment Advisory, Wealth, Stocks
Education
University of Saskatchewan 1982 — 1986
B. Comm, Accounting
Dylan Si's Raymond James Ltd. Experience June 2013 - August 2013
Job Student at The Wharton School of Business
Industry Higher Education
Experience
Accenture June 2015 - August 2015
Raymond James Ltd. June 2013 - August 2013
Ottawa Senators - Capital Sports Management July 2008 - August 2011
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics, Finance and Operations, Junior
University of Pennsylvania 2012 — 2016
Minor, Computer and Information Science, Junior
Ashbury College 2008 — 2012
International Baccalaureate Diploma
Accenture June 2015 - August 2015
Raymond James Ltd. June 2013 - August 2013
Ottawa Senators - Capital Sports Management July 2008 - August 2011
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics, Finance and Operations, Junior
University of Pennsylvania 2012 — 2016
Minor, Computer and Information Science, Junior
Ashbury College 2008 — 2012
International Baccalaureate Diploma
Kelly Walsh Kelly Walsh's Raymond James Ltd. Experience April 2000 - November 2011
Job National Director, Advisor Coaching at Credential Financial Inc.
Industry Financial Services
Experience
Credential August 2015 - Present
BMO Nesbitt Burns November 2011 - August 2015
Raymond James Ltd. April 2000 - November 2011
Island Savings Credit Union May 1999 - March 2000
Island Savings Credit Union November 1996 - May 1999
Island Savings Credit Union August 1993 - November 1996
Skills
Wealth Management, Investments, Investment Advisory, Retirement Planning, Wealth, Retirement, Options, Fixed Income, Financial Advisory, Strategic Financial..., Financial Services, Equities, Portfolio Management, Small Business, Asset Management, Mutual Funds, Relationship Management, Alternative Investments, Mortgage Lending, Financial Planners, Estate Planning, Securities, Business Development, Asset Allocation, Disability Insurance, Risk Management, Investment Strategies, Financial Risk, Insurance, Banking, Finance, Wealth Management..., Financial Planning
Education
Advantage Coaching & Training 2010 — 2010
RCC, Registered Corporate Coach
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA, Investment Management
University of Victoria 1997 — 1998
Business Administration
University of Victoria 1991 — 1996
Bachelor of Arts, Psychology & Sociology
InDesign Course
South Carleton HS
Credential August 2015 - Present
BMO Nesbitt Burns November 2011 - August 2015
Raymond James Ltd. April 2000 - November 2011
Island Savings Credit Union May 1999 - March 2000
Island Savings Credit Union November 1996 - May 1999
Island Savings Credit Union August 1993 - November 1996
Skills
Wealth Management, Investments, Investment Advisory, Retirement Planning, Wealth, Retirement, Options, Fixed Income, Financial Advisory, Strategic Financial..., Financial Services, Equities, Portfolio Management, Small Business, Asset Management, Mutual Funds, Relationship Management, Alternative Investments, Mortgage Lending, Financial Planners, Estate Planning, Securities, Business Development, Asset Allocation, Disability Insurance, Risk Management, Investment Strategies, Financial Risk, Insurance, Banking, Finance, Wealth Management..., Financial Planning
Education
Advantage Coaching & Training 2010 — 2010
RCC, Registered Corporate Coach
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA, Investment Management
University of Victoria 1997 — 1998
Business Administration
University of Victoria 1991 — 1996
Bachelor of Arts, Psychology & Sociology
InDesign Course
South Carleton HS
Taylor MacDonald's Raymond James Ltd. Experience 2005 - 2007
Job Sr. Associate, Institutional Equity Sales at Renaissance Capital
Industry Investment Banking
Experience
Renaissance Capital Associate, Investment BankingHaywood Securities2007 - 2008
Raymond James Ltd. 2005 - 2007
Education
University of Pennsylvania - The Wharton School 2000 — 2004
B.Sc., Economics
Renaissance Capital Associate, Investment BankingHaywood Securities2007 - 2008
Raymond James Ltd. 2005 - 2007
Education
University of Pennsylvania - The Wharton School 2000 — 2004
B.Sc., Economics
David Cheadle's Raymond James Ltd. Experience September 2010 - July 2013
Job Managing Partner at Black Spruce Merchant Capital
Industry Financial Services
Experience
Black Spruce Merchant Capital September 2013 - Present
Raymond James Ltd. September 2010 - July 2013
Canaccord Genuity Inc. January 2005 - July 2010
Skills
Investment Banking, Capital Markets, Corporate Finance, Mergers & Acquisitions, Financial Advisory, Financial Modeling, Accounting
Education
University of Manitoba 1998 — 2002
Bachelor of Commerce (BCom), Accounting and Finance
Black Spruce Merchant Capital September 2013 - Present
Raymond James Ltd. September 2010 - July 2013
Canaccord Genuity Inc. January 2005 - July 2010
Skills
Investment Banking, Capital Markets, Corporate Finance, Mergers & Acquisitions, Financial Advisory, Financial Modeling, Accounting
Education
University of Manitoba 1998 — 2002
Bachelor of Commerce (BCom), Accounting and Finance
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