Tsvetelina Georgiev

Tsvetelina Georgiev has a diverse and extensive work experience in the financial industry. Tsvetelina started their career in 2006 at Meridian Asset Planning as a Registered Representative and Trading Associate. From there, they worked at Infinity Financial Group and Westshore Financial Group as a Registered Sales Assistant. In 2010, they joined T. Rowe Price as a Retail Investment Services Representative and then progressed to become a Special Correspondence Representative. In 2015, they joined Raymond James and held various roles such as Senior Advisor, Compliance-Corporate Marketing and Manager, Advertising Compliance. Tsvetelina later became a Manager of Supervision-Communication Review and Senior Manager of Supervision before leaving in February 2023. Currently, Tsvetelina is the Senior Compliance Manager and Director of Compliance at Raymond James Investment Management, starting in February 2023.

Tsvetelina Georgiev completed a Master of Science (MS) in Finance at Walsh College from 2007 to 2009. Earlier, from 2004 to 2006, they obtained a Bachelor of Business Administration (BBA) in Finance, General at the same institution.