Teams at Raymond James

Lead design, delivery, and support of risk data, reporting, and analytics solutions. Partner with stakeholders to improve risk measurement, data governance, automation, and reporting. Manage roadmaps, backlogs, documentation, observability, and a team delivering analytics, dashboards, and decision-support for regulatory, audit, and executive audiences.

Design, implement, and supervise securities compliance programs focused on Equity Research and Investment Banking. Develop risk-based monitoring/testing, advise stakeholders, support audits and regulatory change, prepare reports and submissions, provide training, and manage projects with substantial autonomy while escalating issues as needed.

Lead origination, structuring, underwriting and execution of complex private market transactions and capital raises across equity and credit. Drive valuation, modeling, negotiation and investor positioning; present recommendations to senior committees; manage multiple deals, coordinate diligence/legal/compliance, and mentor junior team members while partnering with distribution and sponsors.