Raymond James Tax Credit Funds
Industry: Company
DescriptionFounded: 1986 Parent organization: Raymond James Subsidiaries: Value Partners, Inc.,
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Raymond James Tax Credit Funds Employees
Employee
Years
Job
Industry
Jas Birk, E.I. Jas Birk, E.I.'s Raymond James Tax Credit Funds Experience January 2015 - Present
Job Dispositions Analyst at Raymond James Tax Credit Funds, Inc.
Industry Investment Banking
Experience
Raymond James Tax Credit Funds January 2015 - Present
The Whiting-Turner Contracting Company July 2014 - December 2014
The Standard Tallahassee September 2012 - July 2014
City of St Petersburg: Department of Transportation May 2012 - July 2012
Skills
Microsoft Office, AutoCAD, Microsoft Excel, PowerPoint, Microsoft Word, Engineering, Teamwork, Labview, Customer Service, Research, Windows, Road, Matlab, Event Management, Process Scheduler
Education
Florida State University 2009 — 2014
Bachelor of Science (BS), Civil Engineering
Raymond James Tax Credit Funds January 2015 - Present
The Whiting-Turner Contracting Company July 2014 - December 2014
The Standard Tallahassee September 2012 - July 2014
City of St Petersburg: Department of Transportation May 2012 - July 2012
Skills
Microsoft Office, AutoCAD, Microsoft Excel, PowerPoint, Microsoft Word, Engineering, Teamwork, Labview, Customer Service, Research, Windows, Road, Matlab, Event Management, Process Scheduler
Education
Florida State University 2009 — 2014
Bachelor of Science (BS), Civil Engineering
Jennifer Sterling's Raymond James Tax Credit Funds Experience May 2007 - October 2008
Job Award winning nonprofit executive, community engagement strategist and media producer
Industry Broadcast Media
Experience
RSU TV June 2012 - Present
National Recreation and Park Association 2010 - 2011
State College of Florida- Manatee-Sarasota June 2009 - August 2010
First Night St. Petersburg March 2009 - July 2010
Raymond James Tax Credit Funds May 2007 - October 2008
Keep Tampa Bay Beautiful December 2003 - May 2007
Oklahoma State University Cooperative Extension January 1995 - December 2003
Skills
Content Development, Non-profits, Program Development, Community Outreach, Grants, Community Development, Program Management, Strategic Planning, Leadership, Cat Herding, Organizational..., Philanthropy, Program Evaluation, Nonprofits, Fundraising, Public Speaking, Project Management, Higher Education, Event Management, Grant Writing, Raiser's Edge, GiftWorks, Microsoft Office, Strategy, Budgets, Facebook, Management, Public Relations, Social Networking, Event Planning, Strategic Communications, Volunteer Management, Proposal Writing, Social Media
Education
Georgetown University 2007 — 2007
Certificate, Nonprofit Executive Management
Oklahoma State University
MS, Curriculum and Instruction
University of Oklahoma
BA, Geography
RSU TV June 2012 - Present
National Recreation and Park Association 2010 - 2011
State College of Florida- Manatee-Sarasota June 2009 - August 2010
First Night St. Petersburg March 2009 - July 2010
Raymond James Tax Credit Funds May 2007 - October 2008
Keep Tampa Bay Beautiful December 2003 - May 2007
Oklahoma State University Cooperative Extension January 1995 - December 2003
Skills
Content Development, Non-profits, Program Development, Community Outreach, Grants, Community Development, Program Management, Strategic Planning, Leadership, Cat Herding, Organizational..., Philanthropy, Program Evaluation, Nonprofits, Fundraising, Public Speaking, Project Management, Higher Education, Event Management, Grant Writing, Raiser's Edge, GiftWorks, Microsoft Office, Strategy, Budgets, Facebook, Management, Public Relations, Social Networking, Event Planning, Strategic Communications, Volunteer Management, Proposal Writing, Social Media
Education
Georgetown University 2007 — 2007
Certificate, Nonprofit Executive Management
Oklahoma State University
MS, Curriculum and Instruction
University of Oklahoma
BA, Geography
Vickie McCrillis Vickie McCrillis's Raymond James Tax Credit Funds Experience January 2014 - Present
Job Compliance Specialist at Raymond James Tax Credit Funds
Industry Real Estate
Experience
Raymond James Tax Credit Funds January 2014 - Present
Continental June 2013 - October 2013
Highway Two April 2012 - May 2013
Pacific Cycle 2011 - 2012
Select Staffing (Placed at Automotive Technology Systems March 2010 - June 2011
Intercoastal Financial Group, LLC October 2006 - August 2009
Alpha Property Management, LLC January 2004 - October 2006
Tamarack Property Management March 2003 - January 2004
Reliance Property Management March 2001 - January 2003
Skills
SAP, Oracle, Yardi, Lotus Notes, Journal Entries, Financial Accounting, Collections, Data Entry, Data Analysis, HUD, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Reconciliation, General Ledger, Invoicing, Expenses, Reconciliations, Reconciling, Billing, Budgeting, Access, Cash, GAAP, PowerPoint, Statements, SOX, Problem Solving, Real Estate, Rural Development, Yardi Voyager, Rent Roll, Apartments, Leases, Microsoft Excel, Section 8, LIHTC, Tax Credits, Property Management, Property, Cost Accounting, Financial Statements, Microsoft Office, Management, Customer Service, Sales, Microsoft Word, Auditing
Education
University of Central Florida 1997 — 2000
Bachelors of Science, Accounting, Business Administration
Daytona Beach Community College 1994 — 1998
Associates Degrees, General Studies
Raymond James Tax Credit Funds January 2014 - Present
Continental June 2013 - October 2013
Highway Two April 2012 - May 2013
Pacific Cycle 2011 - 2012
Select Staffing (Placed at Automotive Technology Systems March 2010 - June 2011
Intercoastal Financial Group, LLC October 2006 - August 2009
Alpha Property Management, LLC January 2004 - October 2006
Tamarack Property Management March 2003 - January 2004
Reliance Property Management March 2001 - January 2003
Skills
SAP, Oracle, Yardi, Lotus Notes, Journal Entries, Financial Accounting, Collections, Data Entry, Data Analysis, HUD, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Reconciliation, General Ledger, Invoicing, Expenses, Reconciliations, Reconciling, Billing, Budgeting, Access, Cash, GAAP, PowerPoint, Statements, SOX, Problem Solving, Real Estate, Rural Development, Yardi Voyager, Rent Roll, Apartments, Leases, Microsoft Excel, Section 8, LIHTC, Tax Credits, Property Management, Property, Cost Accounting, Financial Statements, Microsoft Office, Management, Customer Service, Sales, Microsoft Word, Auditing
Education
University of Central Florida 1997 — 2000
Bachelors of Science, Accounting, Business Administration
Daytona Beach Community College 1994 — 1998
Associates Degrees, General Studies
C.J. Baier C.J. Baier's Raymond James Tax Credit Funds Experience June 2005 - Present
Job Vice President Director of Dispositions at Raymond James Tax Credit Funds
Industry Investment Banking
Experience
Raymond James Tax Credit Funds June 2005 - Present
Bovis Lend Lease 1999 - 2005
Education
University of Florida 1994 — 1998
Bachelor of Science, Civil Engineering
Saint Paul's High School 1990 — 1994
Raymond James Tax Credit Funds June 2005 - Present
Bovis Lend Lease 1999 - 2005
Education
University of Florida 1994 — 1998
Bachelor of Science, Civil Engineering
Saint Paul's High School 1990 — 1994
Alexander Pesci Alexander Pesci's Raymond James Tax Credit Funds Experience June 2013 - Present
Job Acquisitions Manager, Raymond James Tax Credit Funds
Industry Real Estate
Experience
Raymond James Tax Credit Funds June 2013 - Present
Raymond James July 2010 - June 2013
Education
Hough Graduate School of Business 2009 — 2010
Master of Arts, International Business
University of Florida 2005 — 2009
Bachelor of Science, Business Management
Raymond James Tax Credit Funds June 2013 - Present
Raymond James July 2010 - June 2013
Education
Hough Graduate School of Business 2009 — 2010
Master of Arts, International Business
University of Florida 2005 — 2009
Bachelor of Science, Business Management
Beth Margalis Beth Margalis's Raymond James Tax Credit Funds Experience October 2006 - August 2008
Job Assistant Portfolio Manager at Everett Harris & Co
Industry Financial Services
Experience
Everett Harris & Co March 2010 - Present
Raymond James Tax Credit Funds October 2006 - August 2008
Raymond James Financial October 2006 - August 2008
Education
The University of Georgia 2002 — 2006
BBA, International Business; Finance
The University of Georgia 2002 — 2006
Bachelor of Arts, French
Everett Harris & Co March 2010 - Present
Raymond James Tax Credit Funds October 2006 - August 2008
Raymond James Financial October 2006 - August 2008
Education
The University of Georgia 2002 — 2006
BBA, International Business; Finance
The University of Georgia 2002 — 2006
Bachelor of Arts, French
Jacquelyn (Missy) Covington's Raymond James Tax Credit Funds Experience January 2006 - Present
Job Compliance Specialist at Raymond James Tax Credit Funds
Industry Capital Markets
Experience
Raymond James Tax Credit Funds January 2006 - Present
Boley Centers for Behavioral Healthcare November 1998 - January 2006
Skills
Affordable Housing, LIHTC, Tax Credits, Investments, Leases, Due Diligence, Apartments, Asset Management, Disposition, Real Estate Economics, Real Estate
Education
University of South Florida 1995 — 2002
Bachelor of Science, Psychology
Raymond James Tax Credit Funds January 2006 - Present
Boley Centers for Behavioral Healthcare November 1998 - January 2006
Skills
Affordable Housing, LIHTC, Tax Credits, Investments, Leases, Due Diligence, Apartments, Asset Management, Disposition, Real Estate Economics, Real Estate
Education
University of South Florida 1995 — 2002
Bachelor of Science, Psychology
Steve Kropf Steve Kropf's Raymond James Tax Credit Funds Experience January 2013 - Present
Job President & CEO, Raymond James Tax Credit Funds
Industry Real Estate
Experience
Raymond James Tax Credit Funds January 2013 - Present
Raymond James Tax Credit Funds 2000 - 2012
Education
University of Florida 1985 — 1993
MBA, ME, Business, Engineering
Raymond James Tax Credit Funds January 2013 - Present
Raymond James Tax Credit Funds 2000 - 2012
Education
University of Florida 1985 — 1993
MBA, ME, Business, Engineering
Rick Slagle Rick Slagle's Raymond James Tax Credit Funds Experience May 2010 - August 2013
Job Vice President at Prestige Affordable Housing Equity Partners
Industry Real Estate
Experience
Prestige Affordable Housing Equity Partners August 2013 - Present
Raymond James Tax Credit Funds May 2010 - August 2013
Development Capital Advisors May 2009 - May 2010
RBC/Apollo Housing Capital 2000 - May 2009
Reznick Group 2001 - 2002
MissionFirst Capital Advisors 1998 - 2001
Skills
Affordable Housing, Tax Credits, Real Estate Transactions, Equities, New Business Development, Real Estate Economics, Real Estate Development, LIHTC, Disposition, Property Management, Commercial Real Estate, Investments, Asset Management, Investors, Real Estate, Brokerage, Asset, Residential Homes, Leases, Mergers & Acquisitions, Valuation, Investment Properties, Asset Managment, Due Diligence, Apartments, Property, Acquisitions, Underwriting, Finance, Financial Structuring, Portfolio Management, Project Finance, Real Estate Financing, Risk Management, Entitlements, Loans, Financial Modeling, Structured Finance
Education
George Mason University - School of Business 1998 — 2000
MBA, Real Estate and Finance
University of Mary Washington 1990 — 1993
BS, Business Administration
Prestige Affordable Housing Equity Partners August 2013 - Present
Raymond James Tax Credit Funds May 2010 - August 2013
Development Capital Advisors May 2009 - May 2010
RBC/Apollo Housing Capital 2000 - May 2009
Reznick Group 2001 - 2002
MissionFirst Capital Advisors 1998 - 2001
Skills
Affordable Housing, Tax Credits, Real Estate Transactions, Equities, New Business Development, Real Estate Economics, Real Estate Development, LIHTC, Disposition, Property Management, Commercial Real Estate, Investments, Asset Management, Investors, Real Estate, Brokerage, Asset, Residential Homes, Leases, Mergers & Acquisitions, Valuation, Investment Properties, Asset Managment, Due Diligence, Apartments, Property, Acquisitions, Underwriting, Finance, Financial Structuring, Portfolio Management, Project Finance, Real Estate Financing, Risk Management, Entitlements, Loans, Financial Modeling, Structured Finance
Education
George Mason University - School of Business 1998 — 2000
MBA, Real Estate and Finance
University of Mary Washington 1990 — 1993
BS, Business Administration
Ralph Coppersmith's Raymond James Tax Credit Funds Experience 2001 - 2003
Job Vice President at Viridian Management
Industry Real Estate
Experience
Viridian Management November 2014 - Present
IFG Capital January 2013 - October 2014
Free Solar of LA August 2012 - December 2013
Southern Oregon University December 2009 - August 2012
Real Estate Consulting and Development, Inc. January 2006 - December 2010
Housing Authority of Douglas County March 2009 - November 2009
Credit Capital LLC 2003 - June 2009
Ashland Community Land Trust 2004 - 2005
Portland Habilitation Center Northwest 1998 - 2004
Raymond James Tax Credit Funds 2001 - 2003
Skills
Real Estate Economics, Real Estate Development, Affordable Housing, Disposition, Due Diligence, Financial Modeling, Financial Analysis, Project Finance, Property Management, Real Estate, Commercial Real Estate, Valuation, Investment Properties, Nonprofits, Negotiation, Contract Negotiation, Strategic Planning, Budgets, Management, Investments, Leases, Tax Credits, Strategy, Real Estate Transactions, Acquisitions, Asset Management, Property, Finance, Business Development, Investors, Mergers & Acquisitions, LIHTC, Real Estate Financing, Financial Structuring, Accounting, Underwriting, Brokerage, Apartments, Portfolio Management, HUD, Entitlements, Loan Origination, Location Intelligence, Loans, Appraisals, Corporate Real Estate, Land Acquisition, Private Equity, Structured Finance, Auditing
Education
Louisiana State University and Agricultural and Mechanical College 1974 — 1980
BS, Accounting and Finance
Robert E. Lee high school
Viridian Management November 2014 - Present
IFG Capital January 2013 - October 2014
Free Solar of LA August 2012 - December 2013
Southern Oregon University December 2009 - August 2012
Real Estate Consulting and Development, Inc. January 2006 - December 2010
Housing Authority of Douglas County March 2009 - November 2009
Credit Capital LLC 2003 - June 2009
Ashland Community Land Trust 2004 - 2005
Portland Habilitation Center Northwest 1998 - 2004
Raymond James Tax Credit Funds 2001 - 2003
Skills
Real Estate Economics, Real Estate Development, Affordable Housing, Disposition, Due Diligence, Financial Modeling, Financial Analysis, Project Finance, Property Management, Real Estate, Commercial Real Estate, Valuation, Investment Properties, Nonprofits, Negotiation, Contract Negotiation, Strategic Planning, Budgets, Management, Investments, Leases, Tax Credits, Strategy, Real Estate Transactions, Acquisitions, Asset Management, Property, Finance, Business Development, Investors, Mergers & Acquisitions, LIHTC, Real Estate Financing, Financial Structuring, Accounting, Underwriting, Brokerage, Apartments, Portfolio Management, HUD, Entitlements, Loan Origination, Location Intelligence, Loans, Appraisals, Corporate Real Estate, Land Acquisition, Private Equity, Structured Finance, Auditing
Education
Louisiana State University and Agricultural and Mechanical College 1974 — 1980
BS, Accounting and Finance
Robert E. Lee high school
Bob Landis, HCCP®, CPM®'s Raymond James Tax Credit Funds Experience 2007 - 2015
Job Multifamily Rental Housing Professional
Industry Real Estate
Experience
Insulae Investment Property Consultants 2015 - Present
Raymond James Tax Credit Funds 2007 - 2015
Lane Management LLC 2005 - 2007
Alliance Residential Management August 2001 - October 2004
United Dominion Realty Trust January 1996 - July 2001
CAPREIT, LP 1994 - 1996
Gates Hudson & Associates, Inc. 1983 - 1989
Gates Hudson & Associates, Inc. 1983 - 1989
Skills
Asset Managment, Portfolio Management, Due Diligence, Property Management, Real Estate, Asset Management, Real Estate Development, Mergers & Acquisitions, Strategy, Apartments, Investments, Budgets, Real Estate Economics, Leases, LIHTC, Team Building, Contract Negotiation, Strategic Planning, Private Equity, Tax Credits, Operations Management, Asset, Affordable Housing, Management, Real Estate Financing, Commercial Real Estate, Leadership, Training, Financial Analysis, Valuation, Investment Properties, Disposition, Business Process..., Risk Management, Business Development, Marketing, Finance, Executive Management, Residential Homes, Change Management, Real Estate Transactions, Location Intelligence, Acquisitions, Recruiting, Brokerage, Financial Modeling, Process Improvement, Analysis, Program Management, CMBS
Education
University of Virginia 1981 — 1983
Master of Planning
University of Delaware 1977 — 1981
Bachelor of Arts (B.A.) Magna Cum Laude
Insulae Investment Property Consultants 2015 - Present
Raymond James Tax Credit Funds 2007 - 2015
Lane Management LLC 2005 - 2007
Alliance Residential Management August 2001 - October 2004
United Dominion Realty Trust January 1996 - July 2001
CAPREIT, LP 1994 - 1996
Gates Hudson & Associates, Inc. 1983 - 1989
Gates Hudson & Associates, Inc. 1983 - 1989
Skills
Asset Managment, Portfolio Management, Due Diligence, Property Management, Real Estate, Asset Management, Real Estate Development, Mergers & Acquisitions, Strategy, Apartments, Investments, Budgets, Real Estate Economics, Leases, LIHTC, Team Building, Contract Negotiation, Strategic Planning, Private Equity, Tax Credits, Operations Management, Asset, Affordable Housing, Management, Real Estate Financing, Commercial Real Estate, Leadership, Training, Financial Analysis, Valuation, Investment Properties, Disposition, Business Process..., Risk Management, Business Development, Marketing, Finance, Executive Management, Residential Homes, Change Management, Real Estate Transactions, Location Intelligence, Acquisitions, Recruiting, Brokerage, Financial Modeling, Process Improvement, Analysis, Program Management, CMBS
Education
University of Virginia 1981 — 1983
Master of Planning
University of Delaware 1977 — 1981
Bachelor of Arts (B.A.) Magna Cum Laude
Maxwell Grimard Maxwell Grimard's Raymond James Tax Credit Funds Experience March 2014 - December 2014
Job Financial Analyst at CBRE
Industry Banking
Experience
CBRE January 2015 - Present
Raymond James Tax Credit Funds March 2014 - December 2014
Raymond James Bank November 2011 - March 2014
State of Florida - Office the Chief Financial Officer June 2010 - October 2011
Skills
Financial Analysis, Credit, Banking, Loans, Finance, Real Estate, Financial Modeling, Investments, Portfolio Management, Corporate Finance, Valuation, Credit Analysis, Bloomberg, Risk Management, Asset Management, Capital Markets
Education
University of Florida 2006 — 2010
Bachelor's of Science in Business Administration, Finance, General, 3.6
CBRE January 2015 - Present
Raymond James Tax Credit Funds March 2014 - December 2014
Raymond James Bank November 2011 - March 2014
State of Florida - Office the Chief Financial Officer June 2010 - October 2011
Skills
Financial Analysis, Credit, Banking, Loans, Finance, Real Estate, Financial Modeling, Investments, Portfolio Management, Corporate Finance, Valuation, Credit Analysis, Bloomberg, Risk Management, Asset Management, Capital Markets
Education
University of Florida 2006 — 2010
Bachelor's of Science in Business Administration, Finance, General, 3.6
Dan Billman's Raymond James Tax Credit Funds Experience March 2014 - Present
Job Acquisitions Analyst at Raymond James Tax Credit Funds
Industry Financial Services
Experience
Raymond James Tax Credit Funds March 2014 - Present
Raymond James Trust December 2012 - March 2014
ZPR Portfolio Research February 2012 - December 2012
Roland George Investment Program August 2011 - May 2012
Heartland Home Products 2010 - 2011
JD Yardworks 2008 - 2008
Skills
Equities, Finance, Fixed Income, Valuation, Investments, Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling, Equity Research, Strategic Financial..., Data Analysis, Microsoft Excel, PowerPoint, Research, Microsoft Office, Accounting, Leadership, Analysis
Education
Stetson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Raymond James Tax Credit Funds March 2014 - Present
Raymond James Trust December 2012 - March 2014
ZPR Portfolio Research February 2012 - December 2012
Roland George Investment Program August 2011 - May 2012
Heartland Home Products 2010 - 2011
JD Yardworks 2008 - 2008
Skills
Equities, Finance, Fixed Income, Valuation, Investments, Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling, Equity Research, Strategic Financial..., Data Analysis, Microsoft Excel, PowerPoint, Research, Microsoft Office, Accounting, Leadership, Analysis
Education
Stetson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Adam Gutteridge Adam Gutteridge's Raymond James Tax Credit Funds Experience May 2002 - July 2006
Job Director of Asset Management at Chelsea Investment Corporation
Industry Real Estate
Experience
Chelsea Investment Corporation March 2014 - Present
Vitus Group September 2010 - February 2014
Vitus Group July 2006 - September 2010
Raymond James Tax Credit Funds May 2002 - July 2006
Education
University of Florida 1998 — 2002
BSBA, Finance
Chelsea Investment Corporation March 2014 - Present
Vitus Group September 2010 - February 2014
Vitus Group July 2006 - September 2010
Raymond James Tax Credit Funds May 2002 - July 2006
Education
University of Florida 1998 — 2002
BSBA, Finance
Toni S. Matthews, CPA's Raymond James Tax Credit Funds Experience May 2004 - December 2005
Job Vice President CFO at Raymond James Tax Credit Funds, Inc
Industry Accounting
Experience
Raymond James May 1997 - Present
Raymond James May 2004 - June 2009
Raymond James Tax Credit Funds May 2004 - December 2005
W.H. Simon & Co., CPAs May 2002 - May 2004
Raymond James Financial August 1998 - May 2002
Raymond James & Associates May 1997 - August 1998
Skills
Accounting, Auditing, Finance, Due Diligence, Financial Reporting
Education
University of South Florida
Bachelor of Science, Accounting/CPA
Raymond James May 1997 - Present
Raymond James May 2004 - June 2009
Raymond James Tax Credit Funds May 2004 - December 2005
W.H. Simon & Co., CPAs May 2002 - May 2004
Raymond James Financial August 1998 - May 2002
Raymond James & Associates May 1997 - August 1998
Skills
Accounting, Auditing, Finance, Due Diligence, Financial Reporting
Education
University of South Florida
Bachelor of Science, Accounting/CPA
Dennis Leary's Raymond James Tax Credit Funds Experience February 1998 - February 1999
Job Managing Director, HarborLight Capital
Industry Financial Services
Experience
HarborLight Capital July 2012 - Present
Raymond James Financial Inc. February 1999 - June 2012
Raymond James Tax Credit Funds February 1998 - February 1999
Midland Mortgage Corporation 1996 - 1998
Dennis R. Leary & Associates 1993 - 1996
Heberger & Associates 1989 - 1993
Skills
Mergers, Risk Management, Asset Allocation, Series 7, Series 63, Investment Banking, Equity Capital Markets, Real Estate Economics, Hedge Funds, Mutual Funds, Investment Advisory, Private Equity
Education
The University of Connecticut 1984 — 1989
BS, Cum Laude, Finance and Real Estate
Orville H. Platt High School 1980 — 1984
HarborLight Capital July 2012 - Present
Raymond James Financial Inc. February 1999 - June 2012
Raymond James Tax Credit Funds February 1998 - February 1999
Midland Mortgage Corporation 1996 - 1998
Dennis R. Leary & Associates 1993 - 1996
Heberger & Associates 1989 - 1993
Skills
Mergers, Risk Management, Asset Allocation, Series 7, Series 63, Investment Banking, Equity Capital Markets, Real Estate Economics, Hedge Funds, Mutual Funds, Investment Advisory, Private Equity
Education
The University of Connecticut 1984 — 1989
BS, Cum Laude, Finance and Real Estate
Orville H. Platt High School 1980 — 1984
Brent Hannah's Raymond James Tax Credit Funds Experience April 2011 - March 2013
Job Director, Missouri Tax Credits at State Tax Credit Exchange
Industry Venture Capital & Private Equity
Experience
State Tax Credit Exchange December 2014 - Present
IronRock Capital Partners April 2013 - November 2014
Raymond James Tax Credit Funds April 2011 - March 2013
Raymond James Tax Credit Funds October 2006 - April 2011
The Michelson Organization 2005 - 2006
Skills
Investments, Financial Modeling, Finance, Asset Managment, New Business Development, Financial Analysis
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance & Banking
State Tax Credit Exchange December 2014 - Present
IronRock Capital Partners April 2013 - November 2014
Raymond James Tax Credit Funds April 2011 - March 2013
Raymond James Tax Credit Funds October 2006 - April 2011
The Michelson Organization 2005 - 2006
Skills
Investments, Financial Modeling, Finance, Asset Managment, New Business Development, Financial Analysis
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance & Banking
Andy Voress, CFA's Raymond James Tax Credit Funds Experience 2012 - Present
Job Vice President, Institutional Investment at Raymond James Tax Credit Funds
Industry Investment Management
Experience
Raymond James Tax Credit Funds 2012 - Present
Allstate Investments, LLC 2007 - 2012
Allstate Investments, LLC 2002 - 2007
Ernst & Young 1998 - 2002
Skills
Underwriting, LIHTC, Real Estate, Equities, Financial Modeling, Tax Credits, Finance, Real Estate Economics, Valuation, Portfolio Management, Due Diligence, Asset Management, Investor Relations, Institutional..., Investments, Financial Structuring
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MS, Finance
Augustana College 1991 — 1995
BA, Finance, Accounting
Raymond James Tax Credit Funds 2012 - Present
Allstate Investments, LLC 2007 - 2012
Allstate Investments, LLC 2002 - 2007
Ernst & Young 1998 - 2002
Skills
Underwriting, LIHTC, Real Estate, Equities, Financial Modeling, Tax Credits, Finance, Real Estate Economics, Valuation, Portfolio Management, Due Diligence, Asset Management, Investor Relations, Institutional..., Investments, Financial Structuring
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MS, Finance
Augustana College 1991 — 1995
BA, Finance, Accounting
Joshua Gilles's Raymond James Tax Credit Funds Experience
Job Director, Asset Management at Raymond James Tax Credit Funds
Industry Real Estate
Experience
Raymond James Tax Credit Funds
Education
University of South Florida
Master of Business Administration (M.B.A.)
University of Florida
Bachelor of Science (B.S.), Marketing
Raymond James Tax Credit Funds
Education
University of South Florida
Master of Business Administration (M.B.A.)
University of Florida
Bachelor of Science (B.S.), Marketing
Sam Shupe's Raymond James Tax Credit Funds Experience November 1995 - Present
Job Senior Vice President Director of Feasibility at Raymond James Tax Credit Funds
Industry Real Estate
Experience
Raymond James Tax Credit Funds November 1995 - Present
Raymond James Multifamily Finance November 2007 - Present
Raymond James Fixed Income July 2007 - Present
NationsBank January 1987 - November 1995
Education
University of Florida 1983 — 1986
Bachelor's Degree, Finance, General
Raymond James Tax Credit Funds November 1995 - Present
Raymond James Multifamily Finance November 2007 - Present
Raymond James Fixed Income July 2007 - Present
NationsBank January 1987 - November 1995
Education
University of Florida 1983 — 1986
Bachelor's Degree, Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY