Steve Gilbert Email & Phone Number
Vice President @ Raymond James & Associates, Inc.
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Steve Gilbert Location
- Saint Petersburg, FL, US
Steve Gilbert Work
- Vice President @ (July 2022 - Present)
- President and CEO @ Carillon Fund Distributors, Inc. (November 2019 - February 2025)
- Director of Compliance @ (May 2016 - February 2025)
- Director of Compliance @ (April 2006 - February 2025)
- Compliance Specialist @ (January 2001 - April 2006)
- Senior Analyst @ (March 1997 - December 2000)
- Branch Manager @ (April 1996 - March 1997)
- Stable Asset Plan Specialist @ (October 1992 - April 1996)
- Trust Administrator @ (January 1991 - October 1992)
- College Program Intern @ (January 1990 - June 1990)
- College Program Intern @ (January 1989 - July 1989)
- Transaction Analyst @ (March 1987 - June 1988)
Steve Gilbert Education
- Northeastern University
Bachelor of Science (B.S.) (Finance and Financial Management Services)
1986-1991
Steve Gilbert Skills
- Broker-Dealer Compliance
- Investment Advisor Compliance
- Regulatory Compliance
- Anti Money Laundering
- Privacy Compliance
- Series 7
- Series 6
- Series 24
- Series 63
- Series 65
- Martial Arts Instruction
- Black Belt
- Broker Dealer Compliance
Steve Gilbert Summary
- Steve Gilbert, based in Saint Petersburg, FL, US, is currently a Vice President at Raymond James & Associates, Inc.. Steve Gilbert brings experience from previous roles at Carillon Fund Distributors, Inc., Raymond James Investment Management, Eagle Asset Management and Transamerica Financial Advisors, Inc.. Steve Gilbert holds a 1986 - 1991 Bachelor of Science (B.S.) in Finance and Financial Management Services @ Northeastern University. With a robust skill set that includes Broker-Dealer Compliance, Investment Advisor Compliance, Regulatory Compliance, Anti Money Laundering, Privacy Compliance and more. Steve Gilbert has 1 emails and 1 mobile phone numbers on RocketReach.
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