David Merriam Email & Phone Number
Operations Manager @ Raymond James
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David Merriam Location
- Saint Petersburg, FL, US
David Merriam Work
- Operations Manager @ (July 2013 - Present)
- Operations Manager @ (November 2008 - July 2013)
- Operations Supervisor @ (March 1997 - November 2008)
- Portfolio Account Administrator @ (February 1994 - March 1997)
David Merriam Education
- University of South Florida
BS (Accounting)
1990-1992
David Merriam Skills
- Portfolio Management
- Operations Management
- Business Analysis
- Risk Management
- Change Management
- Process Improvement
- Business Process Improvement
- Accounting
- Analysis
- Securities
- Corporate Actions
- Contract Negotiation
- Back Office
- Project Portfolio Management
- Project Management
- Vendor Management
- Financial Analysis
- Product Management
- Financial Services
- Change Leadership
- Innovation & Project Management
- Fixed Income
- Mutual Funds
- Equities
- Investments
- Management
- Account Reconciliation
- Account Management
- Strategic Planning
- Innovation and Project Management
- Training
- Leadership
- Team Building
David Merriam Summary
- David Merriam, based in Saint Petersburg, FL, US, is currently a Operations Manager at Raymond James. David Merriam brings experience from previous roles at Raymond James. David Merriam holds a 1990 - 1992 BS in Accounting @ University of South Florida. With a robust skill set that includes Portfolio Management, Operations Management, Business Analysis, Risk Management, Change Management and more. David Merriam has 1 emails and 8 mobile phone numbers on RocketReach.
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