Raymond James Trust, N.A.
Industry: Company
DescriptionFounded: 1991 Parent organization: Raymond James Subsidiary: Raymond James Trust Company, Asset Management Arm
Raymond James Trust, N.A. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Raymond James Trust, N.A.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Raymond James Trust, N.A. Employees
Employee
Years
Job
Industry
William Lucius William Lucius's Raymond James Trust, N.A. Experience February 2015 - Present
Job Trust Officer at Raymond James Trust, N.A.
Industry Legal Services
Experience
Raymond James Trust, N.A. February 2015 - Present
Lucius Law Office, PLLC April 2013 - February 2015
Paul A. Sturgul Law August 2008 - April 2013
Skills
Legal Research, Legal Writing, Courts, Westlaw, Family Law, Legal Assistance, Legal Advice
Education
Stetson University College of Law 2005 — 2008
Doctor of Law (J.D.), Elder Law
Elmira College 2001 — 2005
Bachelor of Science (BS), Political Science and Government & Philosophy
Raymond James Trust, N.A. February 2015 - Present
Lucius Law Office, PLLC April 2013 - February 2015
Paul A. Sturgul Law August 2008 - April 2013
Skills
Legal Research, Legal Writing, Courts, Westlaw, Family Law, Legal Assistance, Legal Advice
Education
Stetson University College of Law 2005 — 2008
Doctor of Law (J.D.), Elder Law
Elmira College 2001 — 2005
Bachelor of Science (BS), Political Science and Government & Philosophy
Christine (O'Shea) O'Neil Christine (O'Shea) O'Neil's Raymond James Trust, N.A. Experience February 2014 - May 2014
Job Associate Attorney, Appeals
Industry Legal Services
Experience
Biasotti & Associates November 2014 - Present
Raymond James Trust, N.A. February 2014 - May 2014
Boyer, Jackson, Bowman & Boyer, P.A. May 2013 - December 2013
Edwards Elder Law, P.A. June 2012 - August 2012
Dillards May 2010 - August 2011
Skills
Westlaw, Legal Research, Microsoft Excel, Microsoft Word, Legal Writing, PowerPoint, Legal Assistance, Legal Issues
Education
Stetson University College of Law 2011 — 2014
Doctor of Law (J.D.), Certificate of Concentration in Elder Law
Florida State University 2006 — 2010
Bachelor of Science (B.S.), Marketing
Biasotti & Associates November 2014 - Present
Raymond James Trust, N.A. February 2014 - May 2014
Boyer, Jackson, Bowman & Boyer, P.A. May 2013 - December 2013
Edwards Elder Law, P.A. June 2012 - August 2012
Dillards May 2010 - August 2011
Skills
Westlaw, Legal Research, Microsoft Excel, Microsoft Word, Legal Writing, PowerPoint, Legal Assistance, Legal Issues
Education
Stetson University College of Law 2011 — 2014
Doctor of Law (J.D.), Certificate of Concentration in Elder Law
Florida State University 2006 — 2010
Bachelor of Science (B.S.), Marketing
Michele Rodon-Carver Michele Rodon-Carver's Raymond James Trust, N.A. Experience June 2012 - August 2014
Job Vice President, Trust Advisor with SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust April 2015 - Present
Charles Schwab August 2014 - March 2015
Raymond James Trust, N.A. June 2012 - August 2014
Law Office of Lynn Aust August 2010 - June 2012
Lowndes, Drosdick, Doster, Kantor & Reed, P.A. October 2005 - August 2010
Skills
Estate Planning, Probate, Wills, Trusts, Trust Services, Charitable Trusts, Estate Administration
Education
Florida Agricultural and Mechanical University, College of Law 2006 — 2010
J.D., Law
Rollins College 2005 — 2008
Organizational Communication, B.A.
SunTrust April 2015 - Present
Charles Schwab August 2014 - March 2015
Raymond James Trust, N.A. June 2012 - August 2014
Law Office of Lynn Aust August 2010 - June 2012
Lowndes, Drosdick, Doster, Kantor & Reed, P.A. October 2005 - August 2010
Skills
Estate Planning, Probate, Wills, Trusts, Trust Services, Charitable Trusts, Estate Administration
Education
Florida Agricultural and Mechanical University, College of Law 2006 — 2010
J.D., Law
Rollins College 2005 — 2008
Organizational Communication, B.A.
Henry Kremer Henry Kremer's Raymond James Trust, N.A. Experience July 2012 - September 2013
Job Considering next career opportunity
Industry Think Tanks
Experience
Raymond James Trust, N.A July 2012 - September 2013
Raymond James Trust, N.A. July 2001 - July 2012
Raymond James Financial July 1993 - June 2001
Allstate Insurance June 1985 - June 1993
Skills
Asset Allocation, Investment Strategies, Charitable Giving, Alternative Investments, Retirement Planning
Education
University of Florida 1980 — 1984
BS in BA, Finance, Business, Financial Markets
Raymond James Trust, N.A July 2012 - September 2013
Raymond James Trust, N.A. July 2001 - July 2012
Raymond James Financial July 1993 - June 2001
Allstate Insurance June 1985 - June 1993
Skills
Asset Allocation, Investment Strategies, Charitable Giving, Alternative Investments, Retirement Planning
Education
University of Florida 1980 — 1984
BS in BA, Finance, Business, Financial Markets
Philip R. Snow's Raymond James Trust, N.A. Experience November 2011 - Present
Job Trust Consultant at Raymond James Trust, N.A.
Industry Financial Services
Experience
Raymond James Trust, N.A. November 2011 - Present
UBS Trust Company, N.A. February 2007 - October 2011
Morgan Stanley Trust, N.A. February 1997 - February 2007
American Guaranty & Trust Co, New Jersey National Bank, Fidelity Bank September 1982 - January 1997
Skills
Series 7, Trust and Estate..., Financial Advisory, Financial Services, Investments, Credit, Banking
Education
Rutgers University-New Brunswick 1978 — 1982
Bachelor's Degree, Political Science and History, Honors
Widener University 1982 — 1982
Paralegal Certification - Trust and Estate Administration, Honors
Bucknell University 1985 — 1987
Central Atlantic School of Trust, Pennsylvania Bankers Assoc., Trust and Estate Administration, Honors
Holy Cross High School 1974 — 1978
High School, Delran, New Jersey
Raymond James Trust, N.A. November 2011 - Present
UBS Trust Company, N.A. February 2007 - October 2011
Morgan Stanley Trust, N.A. February 1997 - February 2007
American Guaranty & Trust Co, New Jersey National Bank, Fidelity Bank September 1982 - January 1997
Skills
Series 7, Trust and Estate..., Financial Advisory, Financial Services, Investments, Credit, Banking
Education
Rutgers University-New Brunswick 1978 — 1982
Bachelor's Degree, Political Science and History, Honors
Widener University 1982 — 1982
Paralegal Certification - Trust and Estate Administration, Honors
Bucknell University 1985 — 1987
Central Atlantic School of Trust, Pennsylvania Bankers Assoc., Trust and Estate Administration, Honors
Holy Cross High School 1974 — 1978
High School, Delran, New Jersey
Kathryn Hector's Raymond James Trust, N.A. Experience May 2012 - Present
Job Vice President & Trust Officer at Raymond James Trust, N.A.
Industry Financial Services
Experience
Raymond James Trust, N.A. May 2012 - Present
First American Bank August 2005 - May 2012
Skills
Charitable Trusts, Wealth Management, Trust Services, Estate Administration, Trusts, Trust Management
Education
Cannon Financial Institute 2007 — 2009
CTFA
Roosevelt University
MBA, MBA with concentration in Mgmt Info Systems
Roosevelt University
B.S.B.A., Human Resources Management/Personnel Administration, General
Raymond James Trust, N.A. May 2012 - Present
First American Bank August 2005 - May 2012
Skills
Charitable Trusts, Wealth Management, Trust Services, Estate Administration, Trusts, Trust Management
Education
Cannon Financial Institute 2007 — 2009
CTFA
Roosevelt University
MBA, MBA with concentration in Mgmt Info Systems
Roosevelt University
B.S.B.A., Human Resources Management/Personnel Administration, General
Patricia Lister's Raymond James Trust, N.A. Experience October 2007 - August 2012
Job Administrative Assistant at Raymond James Trust, N.A.
Industry Financial Services
Experience
Raymond James Trust, N.A. October 2007 - August 2012
Marc Jacobson & Associates 1995 - 1997
Glenview State Bank 1980 - 1985
Skills
Microsoft Office, Customer Service, Event Planning, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Time Management
Education
Roosevelt University 1979 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Principia Upper School 1973 — 1977
Diploma
Raymond James Trust, N.A. October 2007 - August 2012
Marc Jacobson & Associates 1995 - 1997
Glenview State Bank 1980 - 1985
Skills
Microsoft Office, Customer Service, Event Planning, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Time Management
Education
Roosevelt University 1979 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Principia Upper School 1973 — 1977
Diploma
Frank Fau's Raymond James Trust, N.A. Experience 2001 - Present
Job V.P. & Senior Trust Officer at Raymond James Trust, N.A.
Industry Financial Services
Experience
Raymond James Trust, N.A. 2001 - Present
Education
Archbishop Curley
Archbishop Curley
Nova Southeastern University
BS, management
Raymond James Trust, N.A. 2001 - Present
Education
Archbishop Curley
Archbishop Curley
Nova Southeastern University
BS, management
Sandra Going's Raymond James Trust, N.A. Experience August 2006 - May 2011
Job Trust & Estate Tax Specialist and Administrator
Industry Financial Services
Experience
Raymond James Trust, N.A. August 2006 - May 2011
AmSouth Bank December 2000 - March 2006
Skills
Tax, Estate Planning, Estate Tax Planning, Trusts
Education
University of South Florida
Bachelor, Accounting
Raymond James Trust, N.A. August 2006 - May 2011
AmSouth Bank December 2000 - March 2006
Skills
Tax, Estate Planning, Estate Tax Planning, Trusts
Education
University of South Florida
Bachelor, Accounting
Shavarne Dahlquist's Raymond James Trust, N.A. Experience March 2014 - Present
Job Fiduciary Consultant at Raymond James Trust, N.A.
Industry Financial Services
Experience
Raymond James Trust, N.A. March 2014 - Present
Raymond James Trust, N.A. January 2012 - March 2014
Thaler & Thaler, P.A. August 2008 - December 2011
15th Judicial District Court November 2006 - August 2008
15th Judicial District Court July 2007 - March 2008
Skills
Appeals, Estate Planning, Legal Research, Litigation, Westlaw, Trusts
Education
Barry University - Dwayne O. Andreas School of Law 2003 — 2006
Doctor of Law (J.D.)
University of Florida 1998 — 2002
Bachelor of Science (B.S.), Psychology
University of Florida 1998 — 2002
Bachelor of Arts (B.A.), Criminology
Raymond James Trust, N.A. March 2014 - Present
Raymond James Trust, N.A. January 2012 - March 2014
Thaler & Thaler, P.A. August 2008 - December 2011
15th Judicial District Court November 2006 - August 2008
15th Judicial District Court July 2007 - March 2008
Skills
Appeals, Estate Planning, Legal Research, Litigation, Westlaw, Trusts
Education
Barry University - Dwayne O. Andreas School of Law 2003 — 2006
Doctor of Law (J.D.)
University of Florida 1998 — 2002
Bachelor of Science (B.S.), Psychology
University of Florida 1998 — 2002
Bachelor of Arts (B.A.), Criminology
Emily Distler's Raymond James Trust, N.A. Experience April 2013 - Present
Job Support Specialist at Raymond James Trust
Industry Financial Services
Experience
Raymond James Trust, N.A. April 2013 - Present
Raymond James Financial, Inc. September 2006 - April 2013
Education
Florida Gulf Coast University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Seminole High School 1998 — 2002
High School Diploma
Raymond James Trust, N.A. April 2013 - Present
Raymond James Financial, Inc. September 2006 - April 2013
Education
Florida Gulf Coast University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Seminole High School 1998 — 2002
High School Diploma
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY