Janeen Whoolery
Vice President, Cash Solutions @Raymond James
Tampa, FL, US
EMAILS
j••••••••@raymondjames.com
MOBILE NUMBERS
+17•••••••60
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WORK HISTORY
Jan 2025 — Present
Vice President, Cash Solutions @Raymond James
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St Petersburg, FL, US
EDUCATION
2000 — 2004
University of South Florida
B S, Business Administration and Management
SKILLS
Mutual FundsTransfer AgencyAccessSecuritiesSeries 7Asset ManagementEtfsSeries 6BloombergSeries 63EquitiesInvestmentsAlternative InvestmentsAsset AllocationHedge FundsInvestment StrategiesWealth ManagementInvestment ManagementInvestment AdvisorySeries 24Portfolio ManagementFinancial ServicesFixed IncomeFinraUniform Combined State LawInterviewing SkillsRetirementRetirement PlanningSeries 65401kSeparately Managed AccountsStrategic Financial PlanningFinancial Markets
ABOUT JANEEN WHOOLERY
I currently serve as a Director on the Cash Solutions team, overseeing the firm’s sweep…
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