Bonnie Harper
Vice President, Private Wealth Consulting
- Role
- Vice President at Raymond James
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Bonnie Harper
The views contained in this profile do not reflect the view of Raymond James & Associates.
Experience
Vice President
Jun 2023 — Present
Education
The American College of Financial Services
Wealth Management Certified Professional®
2018 — 2018
Stetson University
Bachelor of Business Administration, Finance, Psychology
University of Innsbruck
Finance
2012 — 2012
University of Florida
Bachelor of Business Administration, Finance
2010 — 2011
Northwestern University
CERTIFIED FINANCIAL PLANNER™
2015 — 2016
Deland High School
High School Diploma, International Baccalaureate
The American College of Financial Services
Retirement Income Certified Professional®
2017 — 2018
Skills
- Process Scheduler
- Accounting
- Research
- Event Management
- Access
- Financial Analysis
- Customer Service
- Coaching
- Analysis
- Bloomberg Terminal
- Project Planning
- Public Speaking
- Social Media
- Budgets
- Finance
- Morningstar
- Microsoft Word
- Marketing
- Teamwork
- Time Management
- Outlook
- Microsoft Office
- Business Analysis
- Powerpoint
- Microsoft Excel
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.