Dana Jacobs is a high-skilled professional, working in Raymond James main office of which is in 1311. as a Vice President, Institutional and Middle Markets Equity Sales from 2018. Dana Jacobs has earned professional experience in more than eight positions at different companies. Dana Jacobs went to the George Mason University and was studying there from 2013 to 2015. This professional has the following qualifications: Series 7: General Securities Representative and Series 63: Uniform Securities Agent State License. Tampa, Florida is the city, where this person was known to be situated. The professional's phone number and email are easily accessed through this website by request.
Name variants:
Dana Jacobs
Last updated May 02, 2024
Contact Information
Last Update
Jul 5, 2022
Email
da**@raymondjames.com
Location
Tampa, FL
Company
Raymond James
Workplace
Vice President, Institutional and Middle Markets Equity Sales
Work History
Vice President, Institutional and Middle Markets Equity Sales
880 Carillon Pkwy, St Petersburg, FL 33716
from Dec 2018
Associate, Institutional and Middle Markets Equity Sales
880 Carillon Pkwy, St Petersburg, FL 33716
from Aug 2017
Product Management - Institutional Equity Research and Sales
880 Carillon Pkwy, St Petersburg, FL 33716
May 2015 — Aug 2017
Ma Fellow
3434 Washington Blvd, Arlington, VA 22201
Perform research and economic analysis regarding:
innovative start-ups within the US healthcare industry
financial markets in place for higher education lending
pensions and retirement a...
Aug 2013 — May 2015
Economics Fellow
Economic 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,...
May 2014 — Sep 2014
Solutions Specialist
Brandon, FL
Personally 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...
Jun 2012 — Aug 2013
Accounting Department and Customer Service Intern
Brandon, FL
Performed financial analysis such as cost analysis, break even analysis, and EFN.
Managed accounting systems and tasks.
Worked to ensure customer satisfaction.
Assisted in project planni...
Jun 2011 — Jul 2012
Accounting Department and Web Marketing Intern
Used 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 custom...
Dec 2009 — Jun 2011
Education
2013 — 2015
2009 — 2013
1989 — 1992
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Supporting Member
Chief Executive
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Leadership
Financial Analysis
Public Speaking
Microsoft Office
Microsoft Excel
Management
Business Analysis
Marketing
Research
Customer Service
Project Planning
Finance
Economics
Accounting
Customer Satisfaction
Powerpoint
Microsoft Word
Analysis
Sales
Event Management
Sports
Event Planning
Outlook
Salesforce.com
Team Building
Strategic Planning
Access
Negotiation
Data Analysis
Market Research
Creative Writing
FAQs about Dana Jacobs
What is the main profession of Dana Jacobs?
The expert is a Vice President, Institutional and Middle Markets Equity Sales.
What jobs is Dana proficient at at?
The expert is proficient at such jobs as Executive and Vice President.
Where does Dana Jacobs currently live?
The expert lives in Tampa, Florida.
Does Dana have the email address?
da**@raymondjames.com is The expert's email address.
How many companies did Dana Jacobs work at?
Dana Jacobs worked at eight jobs.
Where has Dana Jacobs studied?
Dana studied at the George Mason University from 2013 to 2015.
Are there any certifications Dana Jacobs has?
The professional received the following certifications: Series 7: General Securities Representative and Series 63: Uniform Securities Agent State License.
What languages does Dana Jacobs speak?
Dana Jacobs speaks English.