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Steve Gilbert Location
Saint Petersburg, FL, US
Steve Gilbert Work
2022 -now Vice President @
2019 -2025 President and CEO @ Carillon Fund Distributors, Inc.
2016 -2025 Director of Compliance @
2006 -2025 Director of Compliance @
2001 -2006 Compliance Specialist @
1997 -2000 Senior Analyst @
1996 -1997 Branch Manager @
1992 -1996 Stable Asset Plan Specialist @
1991 -1992 Trust Administrator @
1990 -1990 College Program Intern @
1989 -1989 College Program Intern @
1987 -1988 Transaction Analyst @
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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