Raymond James’ Sr VP, Strategy & Technology Alignment Mark Abbott, Guest Speaker at Wealth Management CEO Breakfast Roundtable Hosted by Microsoft June 25 in NYC

Mark Abbott discussed how Raymond James is focusing on providing better customer facing services for its financial advisors and at the same time providing operational efficiencies and costs savings. Microsoft is a key partner in this strategic effort through their implementation of CRM/SharePoint/BI.

Participants in the Wealth Management CEO Breakfast Roundtable:

Natalia Tchetchoulina, Vice President, Barclays Bank
Dennis Layden, Pershing
Joe Giglia, Market Executive, Wells Fargo / Wachovia
Frank Minerva, Executive Director, Branch Manager Advisory & Brokerage Services, UBS
Craig Walling, Headof Private Bank, UBS
Mark Abbott, SVP, Raymond James
Greg Goostray, Principal, State Street Global Advisors
James McLaughlin, Managing Director, Convergent Wealth Advisors
Bob Gech, Excentra
Tom Moore, Managing Director, HSBC
Loraine Tsavaris, Managing Director, Rockefeller & Co.
Dan Fitzpatrick, Managing Director & Chairman & CEO, Samoset Capital
Elizabeth Nesvold, Managing Partner, Silver Lane Advisors
Mike Mara, Founder, President & Controlling Shareholder, Valley Forge Capital Advisors
Alexandra Lebenthal, President & CEO, Alexandra & James
William Knott, Senior Client relationship Officer, Asbridge Investment Management
Allan Starkie, Partner, Knightsbridge Advisors, Inc.
Steven Wade, Partner, Knightsbridge Advisors, Inc.
Craig Saint-Amour, Director, U.S. Capital Markets Solutions, Microsoft