Meet Our Team

Our experienced team of professionals supports bank and credit union programs across the country to help them grow and serve clients.

The Financial Institutions Division divides the country into three divisions with directors and teams of experienced staff dedicated to new institutional business development and relationship management. They can help you successfully recruit and build a well-managed, profitable retail investment program within your institution.

Unlike many bank investment providers, our management team has broad experience in traditional brokerage to complement their experience in bank brokerage and third-party marketing. We believe this critical difference is an important asset in their ability to assist you in effectively competing in the marketplace.

 

Key highlights

30+ years of average industry experience

$121 million in average assets under management per advisor

$704k average advisor production in client institutions

As of 07/31/21

National Leadership

Tim Killgoar
Tim Killgoar
SVP, Head of Financial Institutions Division
 
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Steve Kruchten
SVP, National Relationship Management
   
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Business Development Team

Jon DeMayo
Jon DeMayo
VP, Business Development
 
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Jason Goode
Jason Goode
Assistant Division Director – Financial Institutions
 
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Michael Forster
Senior Business Development Associate
Financial Advisors
 
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Relationship Management Team

Oliver Mansour
Oliver Mansour
SVP, Division Director, South Region
 
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Anita Lemon
Anita Lemon
VP, Senior Assistant Division Director
South Division
TN | KY | NC | SC
 
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Allison Brown
Senior Assistant Division Director
South Region
FL | GA | AL | MS | LA | AR | VA | WV
 
Grace Austin
Grace Austin
SVP, Division Director, North Region
 
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Heather-Schaul
Heather Schaul
Assistant Division Director
North Division
OH | PA | DC | MD | DE | NJ | CT | RI | MA | NY | VT | NH | ME
 
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Patrick Inglesby
Patrick Inglesby
Assistant Division Director
North Division
ND | SD | NE | MN | IA | MO | WI | IL | IN | MI
 
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Matthew Mehltretter
SVP, Division Director, West Region
 
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Alex Keim
Assistant Division Director
West Division
AZ | KS | NM | NV | OK | TX | UT
 
Gretchen Olsen
Assistant Division Director
West Division
AK | CO | CA | HI | ID | MT | OR | WA | WY
 

Request Information

Now that you’ve become familiar with how a partnership with our Financial Institutions Division can benefit your business, we invite you to have a confidential conversation with our team about what your investment program would look like at Raymond James. Complete the form below or contact us directly at 866.909.5325.