Danielle joined J.W. Cole in February 2015. She has a BS in Education from Western Michigan University and MBA from Eastern Michigan University. She recently.

Danielle joined J.W. Cole in February 2015. She has a BS in Education from Western Michigan University and MBA from Eastern Michigan University.  She recently relocated to Tampa from Ann Arbor, Michigan where she wore many hats in the Brokerage Operations and Trading Departments for Sigma Financial Corporation/Parkland Securities Company, LLC for the last ten years. She has a strong Compliance, Brokerage, and Trading background and lots of experience working with NFS.  She holds the Series 7, 24, and 66.  Danielle is responsible for Principal Review & Approval of NFS Accounts and Trades, Trading, Streetscape Help, and Escalated Issues.  In her spare time, she enjoys spending time outdoors with her two black labs, Targhee and Kali.

Ray Ashe Director of Trading

Services

Danielle KammeyerManager, Strategic

Operations

National Financial TeamRay has been a member of the J.W. Cole team since April 2006, after having worked for several firms in various positions including retail client management, broker to broker fixed income business, fixed income surveillance, and as a fixed income coordinator. He is extremely knowledgeable in the corporate and municipal bond arena.  Ray has been in the industry since 1989 and has a wealth of knowledge in a vast number of areas.  As his title dictates, Ray is responsible for Fixed Income, UIT, and Bond Trades, as well as all other Trading.

Lucy joined JW Cole in April 2014 as the Manager of Brokerage Services. Prior to joining JW Cole she was the Manager of Broker Dealer Operations at Invest Financial and supervised the Trading team. Lucy has over 30 years industry experience, primarily in the Operations/Customer Service and Trading roles. She has a BA in Business and is fluent in Spanish. She is exceedingly proficient in brokerage operations and can assist with any questions that may arise.   She holds the Series 7 license.  Lucy is responsible for managing the NF Brokerage Team, Trading, Streetscape Help and Escalated Issues. Lucy is originally from NJ but moved to FL for the warm tropical climate. She loves the beach and family; married 36 years, 2 kids, 6 grandbabies, raising a 16 year old niece and a small Shih Tzu.

Lucy OrtizManager, Service &

Operations

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Nina joined J.W. Cole in 2011. She was hired as a receptionist and soon moved to the NF Brokerage Service Team to open new accounts and maintain existing accounts. Born and raised in Tampa she graduated from USF with Bachelor’s degree in Business Management. She is currently studying for the Series 7. Nina is responsible for Alternative Investments, New Accounts, and Account Maintenance. If you are fortunate enough to be around Nina, you just may get to savor the residuals of her amazing baking mastery.

Candy OsborneBrokerage Cashiering

Administrator

Nina GalbraithNew Accounts and AI

Specialist

Candy joined the J.W. Cole team in 2002.  Within that time, Candy has gained a tremendous amount of experience and has become extremely knowledgeable and resourceful in all areas of the NFS department.  She is currently responsible for Cashiering, Account Transfers/Alternative Investment transfers, Systematic Withdrawal Plans & Periodic Investment Plans, and Streetscape Empowerment Training.  In Candy’s spare time, she enjoys outdoor activities. She loves to spend time with her husband of 27 years, as well as her two boys.  She was very involved with the Boy Scouts when her boys were young, and still continues to sit on the Eagle board for scouting. 

National Financial Team

Matt joined J.W. Cole in July 2014. He is currently attending class to further his education and obtain his business degree.  He is learning the industry quickly, and is primarily responsible for Checks for Deposit, Document Image Archiving, and New Accounts.  He loves fantasy football , the Dallas Cowboys , and the Yankees. He also enjoys hiking and biking.

Jamie DentBrokerage Service

Specialist

Matt VilleneuveBrokerage Service

Support

Jamie joined J.W. Cole in January 2015. She received a Bachelor of Science degree in Marketing from The University of Tampa in 2004. She has been in the industry since 2006, working in various back office and administrative assistant roles.  She has experience working in both a branch office as well as in the back office.  She is proficient in brokerage operations and experienced working with NFS.  She holds the Series 6 and 2-15 insurance licenses.  Jamie is responsible for Streetscape Assistance, New Accounts, and Account Maintenance. In her spare time she enjoys Pilates, spin class, and Bikram yoga. She is also an avid New Orleans Saints and LSU football fan.

National Financial Team