Raymond James welcomes technology industry veteran to new leadership role
Building on the firm’s innovative and robust technology platform, new technology executive extends dedicated support for advisors
ST. PETERSBURG, Fla. – Demonstrating the firm’s commitment to supporting financial advisors through technology innovation and its continued investment in the platform, Raymond James recently welcomed technology industry veteran Raj Bhaskar, according to Stuart Feld, senior vice president of Technology. Reporting to Feld, Bhaskar serves as Vice President of Technology Strategy and will be dedicated to building upon the firm’s technology suite for its investment advisers community.
“Understanding the complexities of managing an investment advisory business, we remain committed to developing technology tailored to their needs and designed for the future so they can nimbly respond to the evolving needs of their clients,” said Greg Bruce, head of the RIA & Custody Services division at Raymond James. “Raj brings a wealth of experience and a deep knowledge of the technology needs specific to the investment adviser world. We look forward to his leadership as we continue to enhance our technology ecosystem, robust resources and high-touch support for our growing population of advisors.”
Bhaskar joins Raymond James from E*TRADE, where he served as head of strategy for the product suite offered to independent financial advisors and the wealth management community. Over the years, he has contributed to accelerate the pace of integration of Fintech platforms serving registered investment advisers. Prior to joining E*TRADE, he led application development teams at TD Ameritrade, where he was instrumental in launching their first custodial platform for registered investment advisers to embrace open architecture. Bhaskar graduated from the Sri Jayachamarajendra College of Engineering and earned his executive MBA from Rider University.
“I am looking forward to building on the firm’s innovative technology and paving the way for a more connected, integrated experience for our investment adviser partners,” said Bhaskar. “I’ve admired Raymond James’ continued investment in developing industry-leading technology to help advisors manage and grow their practices, and I’m excited to be working with the Private Client Group leadership team to build on its customized capabilities.”
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,300 financial advisors. Total client assets are $1.09 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.