Dana J. Email and Phone Number
Dana J. work email
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Dana J. personal email
Dana J. is a Director, Institutional Equity Sales and Strategic Growth Group at Raymond James. They possess expertise in leadership, financial analysis, public speaking, microsoft office, microsoft excel and 26 more skills. Colleagues describe them as "I have learned so much from Dana. Greatest quality is putting others success before herself, which in turn has led her to succeed in areas that others simply cannot. I see no limit to her career in business, simply an asset every company is looking for."
Raymond James
View- Website:
- raymondjames.com
- Employees:
- 12938
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DirectorRaymond James Dec 2021 - PresentTampa, Florida, United States- Advocate for Institutional ($50m-$100b) US equity portfolio managers and research analysts to get connected with, and consistently use, our top-rated Raymond James equity platform and resources. - Consistently connect PMs and Analysts with Raymond James analyst research, corporate access, industry data, and banking relationships that would best help them succeed considering their investment objectives.- Maintain strong long-standing personal and firm relationships.- Build completely new relationships through prospecting, cold-calling, and client referrals.- Build and maintain internal databases, both using internal data and external data/software, analyzing data, and then writing and presenting reports.
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Vice President, Institutional And Middle Markets Equity SalesRaymond James Dec 2018 - Dec 2021Tampa/St. Petersburg, Florida Area
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Associate, Institutional And Middle Markets Equity SalesRaymond James Aug 2017 - Dec 2018Tampa/St. Petersburg, Florida Area
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Product Management - Institutional Equity Research/SalesRaymond James Financial, Inc. May 2015 - Aug 2017Tampa/St. Petersburg, Florida Area- Promote the creation of proprietary, value-added, equity research that focuses on the drivers of each stock or industry throughout the equity research department. - Promote cross-collaboration between analyst teams.- Created proprietary data collection and analysis techniques, wrote reports summarizing findings, worked with team to bring findings to each analyst and promote higher value research.- Summarize and relay specific feedback between sales and research to promote better research.
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Ma Fellow (Economic Analyst)Mercatus Center At George Mason University Aug 2013 - May 2015Arlington, VaPerform research and economic analysis regarding:- innovative start-ups within the US healthcare industry- financial markets in place for higher education lending- pensions and retirement accounts within the private and public sectorPerform prospective and retrospective impact analysis regarding the effects of certain regulations on industry, stakeholders, and the market/economy as a whole. -
Economics FellowUnited States Senate May 2014 - Sep 2014Washington D.C. Metro AreaEconomic Analyst for the Senate Committee on Health, Education, Labor, and Pensions.Analyze and research current and prospective policy issues from an economics standpoint: Impact Analysis, Cost Benefit Analysis, Market/Industry/Stakeholder Analysis.Utilize and transform data pertaining to policy issues, develop a position supported by the data. Present findings and advise management on economic policy positions. Cover issues in all areas of Health, Education, Labor, and Pensions including pension advances, student loans, medical device and drug investment, health insurance and health sector changes, etc.
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Solutions SpecialistXpedeus Aug 2012 - Aug 2013Tampa/St. Petersburg, Florida AreaPersonally generated over $400,000 in sales revenue for the company while in a part time capacity.Used cold-calling and pre-generated leads to contact small and medium enterprise businesses.Built relationships with clients while listening to their wants, needs, issues, and input.Designed and presented a best fitting solution using company products to potential clients.Overcame objections, persuaded executives, and negotiated terms to come to an agreement. -
Sales SpecialistVivint Smart Home Apr 2012 - Aug 2012Norfolk, Virginia AreaCold-calling, direct to consumer sales. Selling security systems and Smart Home Automation door-to-door during the summer sales period. -
Accounting Department And Customer Service InternXpedeus Jun 2011 - Jun 2012Brandon, FlPerformed financial analysis such as cost analysis, break even analysis, and EFN.Managed accounting systems and tasks.Worked to ensure customer satisfaction. Assisted in project planning stages of job installation. Facilitated communication between customer and our technical staff.
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Accounting Department And Web Marketing InternLightning Rv Supply, Inc. Dec 2009 - Jun 2011Tampa, FlUsed analytical thinking skills to give input regarding business decisions based on company financial analysis results.Observed impact of inventory levels and turns with respect to customer satisfaction and financial performance. Learned the many roles played regarding what it takes to keep a company website current, working, sleek, and appealing to the customer.
Dana J. Skills
Dana J. Education Details
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George Mason UniversityOverall Gpa: 3.70 -
University Of South Florida - College Of Business Administration3.91 Magna Cum Laude
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University Of South Florida - College Of Business Administration3.85 Magna Cum Laude
Frequently Asked Questions about Dana J.
What company does Dana J. work for?
Dana J. works for Raymond James
What is Dana J.'s role at the current company?
Dana J.'s current role is Director, Institutional Equity Sales and Strategic Growth Group.
What is Dana J.'s email address?
Dana J.'s email address is da****@****mes.com
What schools did Dana J. attend?
Dana J. attended George Mason University, University Of South Florida - College Of Business Administration, University Of South Florida - College Of Business Administration.
What skills is Dana J. known for?
Dana J. has skills like Leadership, Financial Analysis, Public Speaking, Microsoft Office, Microsoft Excel, Management, Business Analysis, Marketing, Research, Customer Service, Project Planning, Finance.
Who are Dana J.'s colleagues?
Dana J.'s colleagues are Linda Evanoff, Brittany Davis, Brian Bapty, Joseph Mitchell, Aif® Aams®, Olivia Reller, Tyler Wujczyk, James Harmon.
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Dana J. Maxie, Ph.D.
Strategic Leader With A Focus On Relationship Building For Organizational GrowthDenham Springs, La -
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