Retirement Plan Specialist
Current
Apr 2022 - Present
AeroLeads people directory · profile
Daniel Ruffner Email & Phone Number
Results - driven professional with verifiable records of achievements and 15+ years of experience assessing creditworthiness of consumers applying for various types of loans. Success in exceeding customer expectations..
at
Raymond James Financial
1 work email found
@53.com
5 phones found area 727, 713, and 202
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Results - driven professional with verifiable records of achievements and 15+ years of experience assessing creditworthiness of consumers applying for various types of loans. Success in exceeding customer expectations..
Location
Clearwater, Florida, United States
Company size
Who is Daniel Ruffner? Overview
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Quick answer
Daniel Ruffner is listed as Results - driven professional with verifiable records of achievements and 15+ years of experience assessing creditworthiness of consumers applying for various types of loans. Success in exceeding customer expectations.. at Raymond James Financial, a with 2 employees, based in Clearwater, Florida, United States. AeroLeads shows a work email signal at 53.com, phone signal with area code 727, 713, 202, and a matched LinkedIn profile for Daniel Ruffner.
Daniel Ruffner previously worked as Retirement Plan Specialist at Raymond James Financial and Business Development Manager at Action Accounting. Daniel Ruffner holds Associate Of Science (A.S.) Florida Trust School Graduate With Honors, Banking And Financial Support Services from University Of South Florida.
Company email context
Email format at Raymond James Financial
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{first}.{last}@53.com
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AeroLeads found 1 current-domain work email signal for Daniel Ruffner. Compare company email patterns before reaching out.
Profile bio
About Daniel Ruffner
Dynamic Marketing Officer who utilizes experience, leadership and teamwork to design and execute solutions that generate customer value. Effective communicator with ability to create and manage profitable branch of operations.
Listed skills include Small Business Lending, Commercial Banking, Lines Of Credit, Credit Analysis, and 21 others.
Current workplace
Daniel Ruffner's current company
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Raymond James Financial
6 roles
Daniel Ruffner work experience
A career timeline built from the work history available for this profile.
Business Development Manager
Action Accounting
Responsibilities Sales and Marketing of Dunedin and Clearwater Office Locations. Assisting business clients with Payroll Protection Applications.
Jan 2021 - Apr 2022
Sales Marketing Manager
The Pie Factory Of Largo
Responsibilities include Sales Management and Marketing of large bakery located in Largo Florida to include retail sales and outside business development of new wholesale restaurant clients. In addition, Marketing to include development of a new website to add retail mail order sales order to current production. Selection, Training and Evaluation of Bakery Personnel.
Mar 2019 - Jan 2021
Vice President / Branch Manager Iv
Dynamic Bank Officer who utilizes creativity, leadership and team work to design and execute solutions that generate customer value. Effective communicator with ability to create and manage profitable bank branch of operations.Accomplishments:* Top Consumer Lender in the Pinellas County Region 2016.*Returned profitability to the Largo Branch in just six months as its manager.Responsibilities Include: Sales Management of the Largo Branch in regards to Consumer and Business Lending. Deposit Growth, Fee Income, and Outside Sales Development. Selection, Training, and Evaluation of Branch Personnel.
Dec 2016 - Mar 2019
Vice President / Regional Sales Manager - Pinellas County, Florida
Accomplishments:* Earned Annual Bonus for Pinellas County Division by achieving 123% of Assigned Sales Goals.Responsibilities include Sales Management Pinellas County Region of Mortgage Loan Officers. Mortgage Lending Production and Loan Growth of Pinellas County Region. Selection, Training, and Evaluation of Regional Personnel
Jun 2015 - Dec 2016
Vice President / Branch Manager Iii
Accomplishments:* Generating in excess of $3.6 million in consumer retail loan production in 2013 and lead Gulf Coast Region of BB&T in loan production over past four years.* Increased branch deposit base by over 45 million dollars in the past ten years.* Lead branch consistently to over $50,000 in investment revenue annually* Generated a branch household cross sell ratio of 4.53%* Maintained consumer retail loan delinquency levels under 1%* Awarded the BB&T Sterling Award for Excellence 2010Responsible for sales management within the branch in regard to consumer lending, business lending and investment sales as well as checking and saving account production. Assists Financial Advisors and Trust Officers in development of new business in regard to high wealth and trust clients. Selection, training and evaluation of branch personnel.
Aug 2002 - Jun 2015
Team & coworkers
Colleagues at Raymond James Financial
Other employees you can reach at woodasset.com. View company contacts for 2 employees →
GC
Grafton Collar
Colleague at Raymond James FinancialRiverview, Florida, United States
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AG
Amy Gonzalez Thompson
Colleague at Raymond James FinancialLady Lake, Florida, United States
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BM
Briana Mcmurchie
Colleague at Raymond James FinancialRochester, Michigan, United States
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BB
Brandy Burnett
Colleague at Raymond James FinancialSarasota, Florida, United States
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HC
Horace Carter
Colleague at Raymond James FinancialMemphis, Tennessee, United States
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JM
John Meffert
Colleague at Raymond James FinancialOcala, Florida, United States
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JM
Juan Millan
Colleague at Raymond James FinancialTampa, Florida, United States
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JW
Jennifer Wengers
Colleague at Raymond James FinancialIrvine, California, United States
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FJ
Fisher Jones
Colleague at Raymond James FinancialSt Petersburg, Florida, United States
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MT
Manikanta Teja Babu Paritala
Colleague at Raymond James FinancialWest Haven, Connecticut, United States
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Grafton Collar
Colleague at Raymond James FinancialRiverview, Florida, United States
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AG
Amy Gonzalez Thompson
Colleague at Raymond James FinancialLady Lake, Florida, United States
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BM
Briana Mcmurchie
Colleague at Raymond James FinancialRochester, Michigan, United States
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BB
Brandy Burnett
Colleague at Raymond James FinancialSarasota, Florida, United States
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HC
Horace Carter
Colleague at Raymond James FinancialMemphis, Tennessee, United States
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JM
John Meffert
Colleague at Raymond James FinancialOcala, Florida, United States
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JM
Juan Millan
Colleague at Raymond James FinancialTampa, Florida, United States
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JW
Jennifer Wengers
Colleague at Raymond James FinancialIrvine, California, United States
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FJ
Fisher Jones
Colleague at Raymond James FinancialSt Petersburg, Florida, United States
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MT
Manikanta Teja Babu Paritala
Colleague at Raymond James FinancialWest Haven, Connecticut, United States
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3 education records
Daniel Ruffner education
Associate Of Science (A.S.) Florida Trust School Graduate With Honors, Banking And Financial Support Services
Associate Of Science (A.S.), Banking And Financial Services, Graduate With Honors
General Banking Diploma, Banking And Financial Services, Graduate With Honors
American Institute Of Banking
FAQ
Frequently asked questions about Daniel Ruffner
Quick answers generated from the profile data available on this page.
What company does Daniel Ruffner work for?
Daniel Ruffner works for Raymond James Financial.
What is Daniel Ruffner's role at Raymond James Financial?
Daniel Ruffner is listed as Results - driven professional with verifiable records of achievements and 15+ years of experience assessing creditworthiness of consumers applying for various types of loans. Success in exceeding customer expectations.. at Raymond James Financial.
What is Daniel Ruffner's email address?
AeroLeads has found 1 work email signal at @53.com for Daniel Ruffner at Raymond James Financial.
What is Daniel Ruffner's phone number?
AeroLeads has found 5 phone signal(s) with area code 727, 713, 202 for Daniel Ruffner at Raymond James Financial.
Where is Daniel Ruffner based?
Daniel Ruffner is based in Clearwater, Florida, United States while working with Raymond James Financial.
What companies has Daniel Ruffner worked for?
Daniel Ruffner has worked for Raymond James Financial, Action Accounting, The Pie Factory Of Largo, Fifth Third Bank, and Homeowners Mortgage, A Subsidiary Of Coastalstates Bank.
Who are Daniel Ruffner's colleagues at Raymond James Financial?
Daniel Ruffner's colleagues at Raymond James Financial include Grafton Collar, Amy Gonzalez Thompson, Briana Mcmurchie, Brandy Burnett, and Horace Carter.
How can I contact Daniel Ruffner?
You can use AeroLeads to view verified contact signals for Daniel Ruffner at Raymond James Financial, including work email, phone, and LinkedIn data when available.
What schools did Daniel Ruffner attend?
Daniel Ruffner holds Associate Of Science (A.S.) Florida Trust School Graduate With Honors, Banking And Financial Support Services from University Of South Florida.
What skills is Daniel Ruffner known for?
Daniel Ruffner is listed with skills including Small Business Lending, Commercial Banking, Lines Of Credit, Credit Analysis, Mortgage Banking, Commercial Lending, Retail Banking, and Credit.
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