Raymond James Financial
Joi Dunn is an experienced finance and sales professional with a diverse background in customer operations, account management, and entrepreneurship. Currently serving as a New Accounts Associate at Raymond James Financial since February 2020, Joi assists branch personnel in managing clients' financial accounts while demonstrating expertise in basic accounting and investment principles. As the owner of Capital Tax Services since 2009, Joi supports local businesses with tax reporting and financial analysis. Previous roles include a National Sales Representative at LKQ Corporation, and various positions in sales and account management at Comcast, Payment Systems Corp., AT&T, and Asset Acceptance. Joi holds an Associate of Arts degree in Business Administration - Accounting from Oakland Community College and a high school diploma from Henry Ford High School.
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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.