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Greg Koehler Email & Phone Number

Manager, Reporting and Analytics at Raymond James
Location: St Petersburg, Florida, United States 6 work roles 1 school
1 work email found @raymondjames.com 2 phones found area 208 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email g****@raymondjames.com
Direct phone (208) ***-****
LinkedIn Profile matched
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Current company
Raymond James
Role
Manager, Reporting and Analytics
Location
St Petersburg, Florida, United States
Company size
18734 employees

Who is Greg Koehler? Overview

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Quick answer

Greg Koehler is listed as Manager, Reporting and Analytics at Raymond James, a company with 18734 employees, based in St Petersburg, Florida, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 208, and a matched LinkedIn profile for Greg Koehler.

Greg Koehler previously worked as People Analytics Manager at Raymond James and People Analytics Senior Analyst at Raymond James. Greg Koehler holds Bachelor’S Degree, Finance And Accounting Management from Northeastern University.

Company email context

Email format at Raymond James

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{first}.{last}@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Greg Koehler. Compare company email patterns before reaching out.

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Profile bio

About Greg Koehler

Results-oriented People Analytics leader with extensive experience leveraging data to drive strategic decision-making in HR. Proven ability to transform HR reporting and empower stakeholders with actionable insights. Skilled in leading teams, building dashboards and data models, and ensuring data quality and compliance.Proficient in People Soft, Workday Reporting (Custom Reports, Prism, APIs), AlteryX, Qlik Sense, Tableau, Excel, SQL.Strong understanding of HR data and financial analysis principles.Excellent communication and presentation skills.Experience leading and mentoring teams.

Listed skills include Microsoft Excel, Investments, Real Estate, Financial Accounting, and 46 others.

Current workplace

Greg Koehler's current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James
Raymond James
Manager, Reporting and Analytics
Saint Petersburg, FL, US
Website
raymondjames.com
Employees
18734
AeroLeads page
Company profile
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6 roles

Greg Koehler work experience

A career timeline built from the work history available for this profile.

Manager, Reporting And Analytics

Raymond James

Saint Petersburg, FL, US

People Analytics Manager

Current
Raymond James

St. Petersburg, Florida, US

Leveraged extensive experience in HR data analysis to spearhead a data-driven transformation of reporting, aligning workforce insights with Raymond James' financial goals. Led cross-functional teams to design, develop, and implement a comprehensive HR data strategy, empowering executives with actionable insights for strategic talent management and cost.

Dec 2021 - Present

People Analytics Senior Analyst

Raymond James

St. Petersburg, Florida, US

Led the people analytics team in creating self-service dashboards and cross-functional reporting solutions, empowering stakeholders with independent access to financial data and insights.Partnered with executives and business leaders to design customized reporting solutions: Proactively identified and addressed their workforce reporting needs, enhancing.

May 2020 - Dec 2021

Senior Financial Analyst

Raymond James

St. Petersburg, Florida, US

Drove financial accuracy and transparency as a trusted advisor to the CFO of Raymond James Trust Company. Led a team of two analysts, delivering timely and reliable financial reports, enabling informed decision-making and optimal resource allocation.Championed data integrity and control: Analyzed and reconciled general ledger accounts, ensuring proper.

Jun 2017 - May 2020

Financial Analyst

Baycare Health System

Clearwater, Florida, US

Championed financial oversight for BayCare's $20-$30 million annual IT capital budget, ensuring optimal resource allocation and project success. Provided expert guidance and support to internal customers, empowering them to navigate capital processes effectively.Streamlined capital project management: Achieved smooth in-service dates, timely project.

Jan 2016 - Jan 2017

Financial Analyst

D.B. Fitzpatrick & Co.

Boise, Idaho, US

Empowered high-net-worth portfolio growth and optimization. Developed and maintained advanced databases and financial models, providing comprehensive insights for informed investment decisions.Expanded reach and profitability: Compiled state-specific economic research, paving the way for the successful expansion of the commercial mortgage portfolio.

Jan 2013 - Jan 2016
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →

LM Laura Marler Laura Marler Colleague at Raymond James Greater St. Louis, United States View → DJ Damon Johnson Damon Johnson Colleague at Raymond James Pinellas Park, Florida, United States, United States View → JF John Ferguson John Ferguson Colleague at Raymond James Monroeville, Pennsylvania, United States, United States View → AS Alex Stergios Alex Stergios Colleague at Raymond James Greater Tampa Bay Area, United States View → TS Tara Smallwood Tara Smallwood Colleague at Raymond James Clearwater, Florida, United States, United States View → NB Nicholas Bonn, Cfp® Nicholas Bonn, Cfp® Colleague at Raymond James Northville, Michigan, United States, United States View → SP Stefan Paraschiv Stefan Paraschiv Colleague at Raymond James Whitby, Ontario, Canada, Canada View → BP Bradford Parsons, Cfp®, Ricp Bradford Parsons, Cfp®, Ricp Colleague at Raymond James Charlotte, North Carolina, United States, United States View → JJ Jenny James Jenny James Colleague at Raymond James New York, New York, United States, United States View → LR Laurie Rohen Laurie Rohen Colleague at Raymond James St Petersburg, Florida, United States, United States View →
1 education record

Greg Koehler education

  • Northeastern University
    Northeastern University
    Finance And Accounting Management
FAQ

Frequently asked questions about Greg Koehler

Quick answers generated from the profile data available on this page.

What company does Greg Koehler work for?

Greg Koehler works for Raymond James.

What is Greg Koehler's role at Raymond James?

Greg Koehler is listed as Manager, Reporting and Analytics at Raymond James.

What is Greg Koehler's email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Greg Koehler at Raymond James.

What is Greg Koehler's phone number?

AeroLeads has found 2 phone signal(s) with area code 208 for Greg Koehler at Raymond James.

Where is Greg Koehler based?

Greg Koehler is based in St Petersburg, Florida, United States while working with Raymond James.

What companies has Greg Koehler worked for?

Greg Koehler has worked for Raymond James, Baycare Health System, and D.B. Fitzpatrick & Co..

Who are Greg Koehler's colleagues at Raymond James?

Greg Koehler's colleagues at Raymond James include Laura Marler, Damon Johnson, John Ferguson, Alex Stergios, and Tara Smallwood.

How can I contact Greg Koehler?

You can use AeroLeads to view verified contact signals for Greg Koehler at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Greg Koehler attend?

Greg Koehler holds Bachelor’S Degree, Finance And Accounting Management from Northeastern University.

What skills is Greg Koehler known for?

Greg Koehler is listed with skills including Microsoft Excel, Investments, Real Estate, Financial Accounting, Marketing, Accounting, Microsoft Word, and Leadership.

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