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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 three 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

    $94 million in average assets under management per advisor

    $560k average advisor production in client institutions

    As of 9/30/19

    National Leadership

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

    Gordon Marshall
    Gordon E. Marshall
    Vice President, Division Director Institutional Business Development
     
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    Jon Demayo
    Jon DeMayo
    Assistant Division Director - Business Development
    Eastern Division
     
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    Carolyn Gaynoe
    Carolyn Bradshaw
    Assistant Division Director - Business Development
    Western and Central Division
     
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    Relationship Management Team

    John Houston
    John W. Houston
    Division Director
    Relationship Management
    Eastern Division
     
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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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    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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