Summary
Overview
Work History
Education
Skills
Certification
Additional Professional experience
Timeline
Generic

Cam Benishek

Palmetto

Summary

Seasoned professional at Raymond James & Associates with a demonstrated history of working with process improvement initiatives. Demonstrated expertise in handling advanced transactions and resolving escalated client concerns. Experienced professionally developing and working with internal clients through in-depth financial systems expertise and superior interpersonal skills.

As someone who has worked in customer service for over nine years, I know how to handle situations that may arise in the work place. I know how to calmly and efficiently work through problems to help both sides come to a solution. While I haven't spent all of my career in the finance world, I have worked with people my whole career. This has given me great interpersonal skills and people knowledge that I use to better handle difficult situations and help me grow.

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Concierge Advisor

Raymond James & Associates
02.2025 - Current
  • Served the top 1% of branch offices (Chairman's Council)
  • Assists with training of new Branch Services associates
  • Executes trades on behalf of financial advisors
  • Partners with home office to monitor branch and advisor requests
  • Executes monthly reports for management
  • Resolves complex issues branches/departments cannot figure out

Branch Service Advisor

Raymond James & Associates
05.2023 - 02.2025
  • Acted as a liaison between home office and branch offices
  • Resolved escalated issues regarding clients' accounts
  • Served as a main contact for certain firm initiatives, changes, and events
  • Subject Matter Expert for multiple cash solutions product launches

Registered Relationship Manager

Morgan Stanley
01.2021 - 05.2023
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved performance metrics for customer service.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.

Supervising Agent

American Income Life
2020 - 2021
  • Monitored and evaluated fellow agents' performance.
  • Maintained businesses' database by entering and verifying information.
  • Trained and prepared agents to respond to customer complaints, inquiries, and handle any troubleshooting duties.
  • Supervised 3-6 insurance agents at a time before allowing them to work independently

Financial Representative

Northwestern Mutual
2019 - 2020
  • Met with customers to provide information about available products and policies.
  • Analyzed customer needs to provide customized insurance solutions.

Education

MBA - General Studies

Louisiana State University in Shreveport
Shreveport, LA
05-2026

Bachelor of Science - Corporate Finance

University of South Florida
Tampa, FL
05-2021

Skills

  • Process improvement
  • Team leadership
  • Conflict resolution techniques
  • Exceptional communication
  • Multitasking proficiency
  • Strong interpersonal skills

Certification

  • Series 7
  • Series 66
  • SIE
  • 2-15 Insurance and Annuities
  • Bloomberg Market Concepts (BMC)

Additional Professional experience

2017 - Current

Server, Bartender, Bar Manager O'bricks Irish Pub & Martini Bar

  • Manage weekend operations, including staff oversight, shift coordination, and customer experience.
  • Oversee cash handling, nightly financial reconciliation, and taking inventory.
  • Trains and supervise new staff to ensure high‑quality service standards and efficient operations.
  • Implement process improvements that reduce waste, optimize staffing, and improve business performance

Timeline

Concierge Advisor

Raymond James & Associates
02.2025 - Current

Branch Service Advisor

Raymond James & Associates
05.2023 - 02.2025

Registered Relationship Manager

Morgan Stanley
01.2021 - 05.2023

Supervising Agent

American Income Life
2020 - 2021

Financial Representative

Northwestern Mutual
2019 - 2020

MBA - General Studies

Louisiana State University in Shreveport

Bachelor of Science - Corporate Finance

University of South Florida
Cam Benishek