RJFS Company
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 Founded: 1962 Revenue: 7.27 billion USD (2018) Executives: Paul Reilly (Chairman and Chief Executive Officer), Subsidiaries: RAYMOND JAMES & ASSOCIATES, INC.,
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RJFS Employees
Employee
Years
Job
Industry
Nathan Campbell Nathan Campbell's RJFS Experience April 2002 - November 2002
Job
Industry Financial Services
Experience
ConnectWise July 2015 - Present
PwC November 2013 - June 2015
Criterion February 2011 - August 2013
Various Assignments June 2007 - January 2011
Campbell Investments, INC. May 2005 - July 2007
GunnAllen Financial January 2003 - June 2005
RJFS April 2002 - November 2002
Booz, Allen & Hamilton May 2000 - August 2000
Skills
Business Analysis, Oracle, PeopleSoft, SharePoint, Information Technology, Market Research, SDLC, Business Objects, Process Engineering, Fixed Income, QTP, LoadRunner, SAS, Integration, Agile Methodologies, ERP, SQL, Requirements Analysis, PMP, Business Process, Microsoft SQL Server, Quality Assurance, US GAAP reporting, Derivatives, Financial Analysis, Financial Reporting, Financial Modeling, Internal Audit, Assurance, Visual Basic, VB.NET
Education
Florida State University - College of Business 2000 — 2001
BS, Finance
ConnectWise July 2015 - Present
PwC November 2013 - June 2015
Criterion February 2011 - August 2013
Various Assignments June 2007 - January 2011
Campbell Investments, INC. May 2005 - July 2007
GunnAllen Financial January 2003 - June 2005
RJFS April 2002 - November 2002
Booz, Allen & Hamilton May 2000 - August 2000
Skills
Business Analysis, Oracle, PeopleSoft, SharePoint, Information Technology, Market Research, SDLC, Business Objects, Process Engineering, Fixed Income, QTP, LoadRunner, SAS, Integration, Agile Methodologies, ERP, SQL, Requirements Analysis, PMP, Business Process, Microsoft SQL Server, Quality Assurance, US GAAP reporting, Derivatives, Financial Analysis, Financial Reporting, Financial Modeling, Internal Audit, Assurance, Visual Basic, VB.NET
Education
Florida State University - College of Business 2000 — 2001
BS, Finance
Brandon Laczkowski, AAMS Brandon Laczkowski, AAMS's RJFS Experience May 2011 - October 2011
Job Internal Wholesaler at Incapital
Industry Financial Services
Experience
Incapital August 2014 - Present
Quicken Loans August 2013 - July 2014
Raymond James October 2011 - August 2013
RJFS May 2011 - October 2011
Hantz Group October 2010 - April 2011
Skills
series 7, series 66, life and health..., Variable Annuities, Investments, Securities, Strategic Financial..., Retirement Planning, Accredited Asset..., Wealth Management, Uniform Combined State..., Investment Advisory, Portfolio Management, Series 7
Education
Michigan State University
BA, Economics w/ Business Cognate
Incapital August 2014 - Present
Quicken Loans August 2013 - July 2014
Raymond James October 2011 - August 2013
RJFS May 2011 - October 2011
Hantz Group October 2010 - April 2011
Skills
series 7, series 66, life and health..., Variable Annuities, Investments, Securities, Strategic Financial..., Retirement Planning, Accredited Asset..., Wealth Management, Uniform Combined State..., Investment Advisory, Portfolio Management, Series 7
Education
Michigan State University
BA, Economics w/ Business Cognate
Arthur Rottenstein Arthur Rottenstein's RJFS Experience January 2001 - Present
Job Financial Planner at Raymond James
Industry Financial Services
Experience
RJFS January 2001 - Present
Skills
Strategic Financial..., Social Media, Portfolio Management, Investments, Financial Services, Strategic Planning, Series 7, Wealth Management, Estate Planning, Management, Retirement Planning, Financial Planners, Life Insurance, Financial Planning, Fixed Annuities, Insurance, Risk Management, Securities
Education
Spring Valley High School
Tel Aviv University
University of Maryland College Park
RJFS January 2001 - Present
Skills
Strategic Financial..., Social Media, Portfolio Management, Investments, Financial Services, Strategic Planning, Series 7, Wealth Management, Estate Planning, Management, Retirement Planning, Financial Planners, Life Insurance, Financial Planning, Fixed Annuities, Insurance, Risk Management, Securities
Education
Spring Valley High School
Tel Aviv University
University of Maryland College Park
Bill Franke Bill Franke's RJFS Experience January 1986 - December 2013
Job Certified Financial Planner tm at Apple Valley, MN
Industry Investment Management
Experience
Apple Valley, MN December 2013 - Present
RJFS January 1986 - December 2013
RJFS January 1986 - January 2013
Skills
Strategic Financial..., Mutual Funds, Investment Management, Financial Advisory, Retirement Planning, Certified Financial..., Registered Investment..., Investments, Asset Allocation
Education
St. Catherine University
MAOL, Master of Arts in Organizational Leadership
College for Financial Planning
CFP
University of Minnesota-Twin Cities
BA
Apple Valley, MN December 2013 - Present
RJFS January 1986 - December 2013
RJFS January 1986 - January 2013
Skills
Strategic Financial..., Mutual Funds, Investment Management, Financial Advisory, Retirement Planning, Certified Financial..., Registered Investment..., Investments, Asset Allocation
Education
St. Catherine University
MAOL, Master of Arts in Organizational Leadership
College for Financial Planning
CFP
University of Minnesota-Twin Cities
BA
Dale Crossley, JD Dale Crossley, JD's RJFS Experience 2003 - 2014
Job Financial Planner at CrossleyShear / Raymond James
Industry Financial Services
Experience
The CrossleyShear Wealth Management 1998 - Present
RJFS 2003 - 2014
Skills
Financial Advisory, Estate Planning, Risk Management, Financial Services, Securities, Retirement Planning, Mutual Funds, Strategic Financial..., Personal Financial..., Holistic Financial..., Portfolio Management, Finance, Business Development, Fixed Annuities, Retirement, Project Planning, Wealth Management, Asset Allocation, Disability Insurance, Investment Advisory, Series 7, Wealth, Investments
Education
Barry University - Dwayne O. Andreas School of Law
Florida Institute of Technology
Master's degree
MI
Rollins College
The CrossleyShear Wealth Management 1998 - Present
RJFS 2003 - 2014
Skills
Financial Advisory, Estate Planning, Risk Management, Financial Services, Securities, Retirement Planning, Mutual Funds, Strategic Financial..., Personal Financial..., Holistic Financial..., Portfolio Management, Finance, Business Development, Fixed Annuities, Retirement, Project Planning, Wealth Management, Asset Allocation, Disability Insurance, Investment Advisory, Series 7, Wealth, Investments
Education
Barry University - Dwayne O. Andreas School of Law
Florida Institute of Technology
Master's degree
MI
Rollins College
Terry Kors's RJFS Experience 1996 - 2006
Job Asset Management, Compliance and Risk Management
Industry Financial Services
Experience
International Marketing & Finance January 2008 - Present
Sterne agee 2011 - 2011
OutBack Bowl 1985 - 2011
RJFS 1996 - 2006
Skills
Retail Banking, Banking, Loans, Credit, Strategic Financial..., Wealth Management, Mortgage Lending, Executive Management, Portfolio Management, Training, Finance, Leadership, Team Building, Financial Services, Asset Management, Financial Risk, Management, Risk Management, Financial Analysis, Insurance, Securities, Credit Risk, Series 7, Sales, Mutual Funds, Commercial Lending, Cash Management, Credit Analysis, Investment Advisory, Retirement Planning, Financial Advisory, Investments, Mergers & Acquisitions
Education
Indiana University Bloomington 1964 — 1969
BS, Business Administration & Finance
International Marketing & Finance January 2008 - Present
Sterne agee 2011 - 2011
OutBack Bowl 1985 - 2011
RJFS 1996 - 2006
Skills
Retail Banking, Banking, Loans, Credit, Strategic Financial..., Wealth Management, Mortgage Lending, Executive Management, Portfolio Management, Training, Finance, Leadership, Team Building, Financial Services, Asset Management, Financial Risk, Management, Risk Management, Financial Analysis, Insurance, Securities, Credit Risk, Series 7, Sales, Mutual Funds, Commercial Lending, Cash Management, Credit Analysis, Investment Advisory, Retirement Planning, Financial Advisory, Investments, Mergers & Acquisitions
Education
Indiana University Bloomington 1964 — 1969
BS, Business Administration & Finance
carol current's RJFS Experience January 2006 - Present
Job office manager
Industry Fine Art
Experience
RJFS January 2006 - Present
Education
Georgetown College 1981 — 1983
Master of Arts (MA), Education
Eastern Kentucky University 1976 — 1980
B.A., Elementary Education and Teaching
RJFS January 2006 - Present
Education
Georgetown College 1981 — 1983
Master of Arts (MA), Education
Eastern Kentucky University 1976 — 1980
B.A., Elementary Education and Teaching
Patrick Cuillo's RJFS Experience 2002 - October 2003
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
Ken Ziesenheim's RJFS Experience May 2008 - Present
Job Owner, my own
Industry Investment Management
Experience
RJFS May 2008 - Present
The CrossleyShear Group 2008 - Present
Thornburg Securities Corporation July 1995 - April 2008
Education
University of Denver - Sturm College of Law 1981 — 1983
LL.M., Master of laws in Taxation
Baylor University School of Law 1975 — 1977
JD, Law
Stetson University 1971 — 1974
BBA, Business Management
RJFS May 2008 - Present
The CrossleyShear Group 2008 - Present
Thornburg Securities Corporation July 1995 - April 2008
Education
University of Denver - Sturm College of Law 1981 — 1983
LL.M., Master of laws in Taxation
Baylor University School of Law 1975 — 1977
JD, Law
Stetson University 1971 — 1974
BBA, Business Management
Joe Mallino's RJFS Experience Chief Financial OfficerAMSI1987 - 2003
Job Registered Investment Advisor
Industry Financial Services
Experience
RJFS Chief Financial OfficerAMSI1987 - 2003
Skills
Risk Management, Financial Modeling, Investments, Valuation, Managerial Finance, Strategic Financial..., Corporate Finance, Financial Reporting, Accounting, Financial Analysis, Finance, Due Diligence, Portfolio Management, Mergers & Acquisitions
Education
West Virginia University 1976 — 1978
Masters Degree in Business Administration, Business Administration
Robert Morris University 1970 — 1974
BS, Finance/Accounting
Runway 5 1972 — 1973
Pilots License, Aviation
RJFS Chief Financial OfficerAMSI1987 - 2003
Skills
Risk Management, Financial Modeling, Investments, Valuation, Managerial Finance, Strategic Financial..., Corporate Finance, Financial Reporting, Accounting, Financial Analysis, Finance, Due Diligence, Portfolio Management, Mergers & Acquisitions
Education
West Virginia University 1976 — 1978
Masters Degree in Business Administration, Business Administration
Robert Morris University 1970 — 1974
BS, Finance/Accounting
Runway 5 1972 — 1973
Pilots License, Aviation
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