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                Meet Our Team

                Our experienced team of professionals supports bank and credit union programs across the country to help them grow and serve clients.

                The Financial Institutions Division divides the country into two divisions with directors and teams of experienced staff dedicated to new institutional business development and relationship management. They can help you successfully recruit and build a well-managed, profitable retail investment program within your institution.

                Unlike many bank investment providers, our management team has broad experience in traditional brokerage to complement their experience in bank brokerage and third-party marketing. We believe this critical difference is an important asset in their ability to assist you in effectively competing in the marketplace.

                 

                Key highlights

                30 years of average industry experience

                $89 million in average assets under management per advisor

                $545k average advisor production in client institutions

                National Leadership

                Tim Killgoar
                Tim Killgoar
                SVP, Head of Financial Institutions Division
                 
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                Jamie Kosharek
                Jamie Kosharek
                VP, Director of Strategy and Operations
                 
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                Business Development Team

                Tom Poole
                Thomas G. Poole
                VP, Division Director
                Institutional Business Development
                 
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                Jon Demayo
                Jon DeMayo
                Business Development Specialist
                Eastern Division
                 
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                Gordon Marshall
                Gordon E. Marshall
                VP, Western and Central Division Director
                 
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                Carolyn Gaynoe
                Carolyn Bradshaw
                Business Development Specialist
                Western and Central Division
                 
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                Relationship Management Team

                John Houston
                John W. Houston
                VP, Eastern Division Director
                 
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                Grace Austin
                Grace Austin
                Assistant Division Director
                Relationship Management
                Eastern Division
                CT | DC | DE | MA | MD | ME | NH | NJ | NY | PA | VA | VT
                 
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                Anita Lemon
                Anita Lemon
                Assistant Division Director
                Relationship Management
                Eastern Division
                IN | KY | TN | WV
                 
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                Oliver Mansour
                Assistant Division Director
                Eastern Division
                Relationship Management
                AL | AR | FL | GA | LA | MS | NC | OH | SC
                 
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                Sam Nasser
                Sam Nasser
                VP, Central Division Director
                Relationship Management
                 
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                Patrick Inglesby
                Patrick Inglesby
                Assistant Division Director
                Relationship Management
                Central Division
                IA | IL | KS | MI | MN | MO | MT | ND | NE | OK | SD | WI | WY
                 
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                Matthew Mehltretter
                VP, Western Division Director
                Relationship Management
                 
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                Jesse Bernhardt
                Assistant Division Director
                Relationship Management
                Western Division
                AZ | AK | CA | CO | HI | ID | NM | NV | OR | TX | UT | WA
                 
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                Request Information

                Now that you’ve become familiar with how a partnership with our Financial Institutions Division can benefit your business, we invite you to have a confidential conversation with our team about what your investment program would look like at Raymond James. Complete the form below or contact us directly at 866.909.5325.

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