Brian Waterman Email & Phone Number

General Counsel and Corporate Secretary @ Raymond James

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Brian Waterman Location

Saint Petersburg, FL, US

Brian Waterman Work

2025 -now General Counsel and Corporate Secretary @
2016 -2025 Assistant General Counsel @
2015 -2016 Vice President and Counsel @
2013 -2015 Vice President, Counsel and Fiduciary Tax Group Manager @
2007 -2013 Partner @ Guendelsberger, Collins, Henry & Guendelsberger, LLP

Brian Waterman Education

Villanova University Charles Widger School of Law
LL.M. (Law - Taxation)
2006-2007
Roger Williams University School of Law
J.D. (Law)
2003-2006
Marist University
B.S. (Business)
1999-2003
Isenberg School of Management, UMass Amherst
Master of Business Administration (MBA) (Finance)

Brian Waterman Skills

Financial Advisory
Fiduciary
Litigation
International Business
Consulting
Planning
Estate Tax Planning
Net
Commercial Litigation
England
Fiduciary Management
Business Administration
Dec Alpha
Thesis
Road
International Law
Families
Trusts
Legal
Scholarships
Management
Design
Delta
Courts
Science
Private Banking
Contractors
Alternative Dispute Resolution
Barristers
Rules
Attorneys
Defense
Accounting
International Tax
Fiduciary Services
Retirement Planning
Statutory
Assistant General Counsel
Litigation Management
Legal Writing
Crown
Cell
Strategies
Personal Trust Administration
Risk Management
Tuition
Jurisprudence
Wills
Corporate Governance
American
Appeals
Family Wealth Management
Estate Law
Commercial Real Estate
Analysis
Legal Issues
London
Estate Administration
Estate Planning
R
CPA
Income Tax
Boutique
Catholicism
International Trade
C
Wealth Transfer
Appellate
Legal Practice
Asset Protection
Unfair Competition
Buy Sell Agreements
Trust Taxation
Legal Research
Drafting
Escrow
Business Law
Succession Planning
Small Business
House
Contractual Agreements
Bar
Paper
Portugal
Income
Nature
Mediation
Trade Secrets
Council
Misconduct
Regulations
Comparison
Wealth Preservation Planning
Trial Practice
Arbitration
Private Clients
Trust
Chambers
Tax Law
Tax
Taxations
Juris
Investments
Academic
Trust Management
Legal Advice
Wealth Management
Boundaries
Business Planning
High Net Worth Individuals
Civil Litigation
Administration
Tutoring
Corporate Law
Collateral
C++
Military
Individual Clients
Lean Six Sigma
Business Transactions
Connecticut
Trust And Estate Litigation
Tax Returns
International Banking Services

Brian Waterman Summary

Brian Waterman, based in Saint Petersburg, FL, US, is currently a General Counsel and Corporate Secretary at Raymond James. Brian Waterman brings experience from previous roles at Citi, M&T Bank - Wilmington Trust, WSFS Bank and Guendelsberger, Collins, Henry & Guendelsberger, LLP. Brian Waterman holds a 2006 - 2007 LL.M. in Law - Taxation @ Villanova University Charles Widger School of Law. With a robust skill set that includes Financial Advisory, Fiduciary, Litigation, International Business, Consulting and more. Brian Waterman has 2 emails and 3 mobile phone numbers on RocketReach.