Raymond James Financial
Daniel Ruffner is an experienced financial professional specializing in retirement planning, currently serving as a Retirement Plan Specialist at Raymond James Financial since April 2022. Previously, Ruffner held positions such as Business Development Manager at Action Accounting, where responsibilities included sales and marketing for Dunedin and Clearwater offices and assisting business clients with Payroll Protection Applications. As a Sales Marketing Manager at The Pie Factory of Largo, Ruffner managed retail and wholesale client development and oversaw website marketing enhancements. Ruffner's banking experience includes roles as Vice President/Branch Manager IV at Fifth Third Bank, Vice President/Regional Sales Manager at Homeowners Mortgage, and Vice President/Branch Manager III at Branch Banking and Trust, achieving significant sales milestones throughout a career spanning over two decades. Academically, Ruffner holds multiple degrees in Banking and Financial Services from the University of South Florida and St. Petersburg College, complemented by a General Banking Diploma from the American Institute of Banking.
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Raymond James Financial
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Under intermittent supervision, uses knowledge and skills obtained through education, experience, specialized training and/or certification in securities and/or banking industry to ensure compliance with all securities and/or banking rules and regulations. Coordinates compliance functions, guides compliance efforts, and acts as a liaison between functional areas. Assists with large projects with significant scope and impact. Works independently on difficult assignments that are broad in nature and require originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems. Develops recommendations for departmental and business processes and procedures to improve internal controls and mitigation strategies. Maintains extensive contact with internal customers to identify, research, analyze and resolve complex issues.