David Merriam

Q: What is David Merriam email address?

Email David Merriam at david.merriam@raymondjames.com. This email is the most updated David Merriam email found in 2026.

Q: How to contact David Merriam?

To contact David Merriam send an email to david.merriam@raymondjames.com. (updated on September 13, 2024)

Operations Manager at Raymond James | St. Petersburg, Florida, United States

About David Merriam

David Merriam is a seasoned Operations Manager at Raymond James, where he leverages his extensive expertise in regulatory cost basis reporting and performance measurement to drive operational excellence. With a robust background in managing complex system conversions and enhancing cost basis reporting systems, David leads a dedicated project team focused on optimizing the firm’s cost basis function. His role is pivotal in ensuring compliance with regulatory requirements, particularly in the context of Fixed Income reporting, where he collaborates closely with the 1099 reporting area to streamline processes and improve accuracy.

David's adeptness in vendor management allows him to effectively partner with third-party providers, ensuring that the systems supporting cost basis and 1099 reporting are not only compliant but also efficient. His strong leadership skills enable him to guide cross-functional teams through change management initiatives, fostering a culture of continuous improvement. By implementing strategic process improvements, David enhances the overall performance of the operations team, ultimately contributing to the firm’s bottom line.

His proficiency in portfolio management and business analysis further complements his role, as he navigates the complexities of risk management and project portfolio management. David’s commitment to excellence and his ability to negotiate contracts effectively ensure that Raymond James remains at the forefront of industry standards in cost basis reporting. Through his innovative approach and dedication to operational efficiency, David Merriam continues to make a significant impact within the firm and the broader financial services industry.

David Merriam Work