Steve Gilbert Location
Saint Petersburg, FL, US
Steve Gilbert Work
- 2022 - now Vice President @ Raymond James & Associates, Inc.
- 2019 - 2025 President and CEO @ Carillon Fund Distributors, Inc.
- 2016 - 2025 Director of Compliance @ Raymond James Investment Management
- 2006 - 2025 Director of Compliance @ Eagle Asset Management
- 2001 - 2006 Compliance Specialist @ Transamerica Financial Advisors, Inc.
- 1997 - 2000 Senior Analyst @ FINRA (Financial Industry Regulatory Authority)
- 1996 - 1997 Branch Manager @ Lincoln Investment
- 1992 - 1996 Stable Asset Plan Specialist @ Putnam Investments
- 1991 - 1992 Trust Administrator @ State Street
- 1990 - 1990 College Program Intern @ Cowen Inc.
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
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.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Steve Gilbert?
Find contact details for 700 million professionals.
Others Named Steve Gilbert
-
35
-
12
Top Raymond James & Associates, Inc. Employees
-
Mike Drendel
Managing Director at Raymond James & Associates, Inc.
Charlotte, NC, US33 -
John Veith
Managing Director at Raymond James & Associates, Inc.
Nashville, TN, US35 -
32
-
35
-
25+
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
