Eagle Asset Management
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Eagle Asset Management Employees
Employee
Years
Job
Industry
Casey Ahern Casey Ahern's Eagle Asset Management Experience September 2013 - Present
Job Vice President, National Accounts at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management September 2013 - Present
Eagle Asset Managment June 2010 - September 2013
Raymond James & Associates March 2007 - May 2010
Skills
Series 7, Strategic Financial..., Asset Managment, Financial Advisory, Wealth Management, Mutual Funds, Insurance, Investment Advisory, Series 63, Retirement Planning, Alternative Investments, Investment Strategies, FINRA, Series 65, Finance, Retirement, Asset Allocation, Financial Services, Asset Management, Securities, 401k, High Net Worth..., Equities, Series 24, Portfolio Management, Investments, Fixed Income, Separately Managed..., Hedge Funds, Investment Management, IRAs, ETFs, Estate Planning, Wealth, Financial Planning
Education
University of Alabama 2014 — 2016
Master of Arts (MA), Management
University of South Florida 2004 — 2008
Bachelor of Arts (BA), Economics
Eagle Asset Management September 2013 - Present
Eagle Asset Managment June 2010 - September 2013
Raymond James & Associates March 2007 - May 2010
Skills
Series 7, Strategic Financial..., Asset Managment, Financial Advisory, Wealth Management, Mutual Funds, Insurance, Investment Advisory, Series 63, Retirement Planning, Alternative Investments, Investment Strategies, FINRA, Series 65, Finance, Retirement, Asset Allocation, Financial Services, Asset Management, Securities, 401k, High Net Worth..., Equities, Series 24, Portfolio Management, Investments, Fixed Income, Separately Managed..., Hedge Funds, Investment Management, IRAs, ETFs, Estate Planning, Wealth, Financial Planning
Education
University of Alabama 2014 — 2016
Master of Arts (MA), Management
University of South Florida 2004 — 2008
Bachelor of Arts (BA), Economics
Terri Dacy's Eagle Asset Management Experience January 2005 - January 2012
Job Insurance Inspector
Industry Insurance
Experience
Sutton Inspection Bureau November 2013 - Present
Eagle Asset Management January 2005 - January 2012
Skills
Asset Managment, Mutual Funds, Securities, Microsoft Excel, Microsoft Office, Marketing, Customer Service, Strategic Planning, Asset Management, Public Speaking, Financial Analysis, Investments, Research
Education
Harper College
Sutton Inspection Bureau November 2013 - Present
Eagle Asset Management January 2005 - January 2012
Skills
Asset Managment, Mutual Funds, Securities, Microsoft Excel, Microsoft Office, Marketing, Customer Service, Strategic Planning, Asset Management, Public Speaking, Financial Analysis, Investments, Research
Education
Harper College
Christina Ashmore Christina Ashmore's Eagle Asset Management Experience June 2015 - Present
Job Municipal Desk Analyst at Raymond James & Associates
Industry Investment Management
Experience
Eagle Asset Management June 2015 - Present
Raymond James Financial Inc. February 2013 - Present
Raymond James Financial Inc. November 2007 - February 2013
Raymond James Financial Inc. July 2006 - October 2006
Raymond James Financial Inc. July 2004 - July 2006
Merrill Lynch August 2002 - February 2004
Skills
Research, Finance, Financial Modeling, Series 7, Investments, Bloomberg, Securities, Financial Analysis, Fixed Income, Bonds, Financial Services, Microsoft Excel, Credit Analysis, Market Research, Microsoft Office
Education
University of South Florida 2009 — 2010
MBA, Finance and Management
Mercer University - Stetson School of Business and Economics 2002 — 2004
Bachelors, International Finance and Economics
Central High School
Eagle Asset Management June 2015 - Present
Raymond James Financial Inc. February 2013 - Present
Raymond James Financial Inc. November 2007 - February 2013
Raymond James Financial Inc. July 2006 - October 2006
Raymond James Financial Inc. July 2004 - July 2006
Merrill Lynch August 2002 - February 2004
Skills
Research, Finance, Financial Modeling, Series 7, Investments, Bloomberg, Securities, Financial Analysis, Fixed Income, Bonds, Financial Services, Microsoft Excel, Credit Analysis, Market Research, Microsoft Office
Education
University of South Florida 2009 — 2010
MBA, Finance and Management
Mercer University - Stetson School of Business and Economics 2002 — 2004
Bachelors, International Finance and Economics
Central High School
Mike Westerman, CAIA Mike Westerman, CAIA's Eagle Asset Management Experience July 2011 - July 2014
Job MBA Candidate '16 Emory University; Goizueta Business School. Finance, Mergers & Acquisitions, Investment Management
Industry Investment Management
Experience
Emory University Goizueta Business School August 2014 - Present
Piper Jaffray May 2015 - July 2015
Eagle Asset Management July 2011 - July 2014
Raymond James Financial Inc. 2009 - 2011
PLANCO 2007 - 2009
Skills
Asset Management, Financial Modeling, Financial Analysis, Alternative Investments, Risk Management, Management, Business Development, Life Insurance, Variable Annuities, Sales, Mutual Funds
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (MBA), Investment Banking / Alternative Investments
University of Florida 2003 — 2007
Bachelor of Science, Finance ; Classical Studies
Emory University Goizueta Business School August 2014 - Present
Piper Jaffray May 2015 - July 2015
Eagle Asset Management July 2011 - July 2014
Raymond James Financial Inc. 2009 - 2011
PLANCO 2007 - 2009
Skills
Asset Management, Financial Modeling, Financial Analysis, Alternative Investments, Risk Management, Management, Business Development, Life Insurance, Variable Annuities, Sales, Mutual Funds
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (MBA), Investment Banking / Alternative Investments
University of Florida 2003 — 2007
Bachelor of Science, Finance ; Classical Studies
Stacey Serafini Pittman, CFA, CFP®'s Eagle Asset Management Experience July 1999 - October 2013
Job Managing Director, BT Wealth Advisors at The Bank of Tampa
Industry Financial Services
Experience
The Bank of Tampa August 2015 - Present
The Bank of Tampa June 2014 - Present
Eagle Asset Management July 1999 - October 2013
Raymond James & Associates, Inc July 1997 - July 1999
Skills
Hedge Funds, Portfolio Management, Equity Research, Investment Banking, Equities, Investment Strategies, Series 7, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Securities, Series 63, Capital, Investment Management
Education
Harvard University 1993 — 1997
Bachelor of Arts (BA), Government
Ely High School
The Bank of Tampa August 2015 - Present
The Bank of Tampa June 2014 - Present
Eagle Asset Management July 1999 - October 2013
Raymond James & Associates, Inc July 1997 - July 1999
Skills
Hedge Funds, Portfolio Management, Equity Research, Investment Banking, Equities, Investment Strategies, Series 7, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Securities, Series 63, Capital, Investment Management
Education
Harvard University 1993 — 1997
Bachelor of Arts (BA), Government
Ely High School
Kristina Jovanov Kristina Jovanov's Eagle Asset Management Experience June 2007 - May 2009
Job Product Support Representative at Global FIS
Industry Retail
Experience
Cheddar's Casual Cafe April 2014 - Present
Fidelity National Information Services July 2012 - January 2014
Follett Higher Education Group December 2010 - September 2012
Eagle Asset Management June 2007 - May 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Access, Outlook, Retail, Sales, Teamwork, Loyalty Services, Rewards Programs, Critical Thinking, Telephone Skills, SharePoint, Software Documentation, Data Entry, Data Analysis, Spreadsheets, Call Centers, Training, Customer Satisfaction, Public Speaking
Education
USF St. Petersburg 2011 — 2014
Bachelor's degree, Accounting
St. Petersburg College 2008 — 2010
Associate of Arts (A.A.)
Cheddar's Casual Cafe April 2014 - Present
Fidelity National Information Services July 2012 - January 2014
Follett Higher Education Group December 2010 - September 2012
Eagle Asset Management June 2007 - May 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Access, Outlook, Retail, Sales, Teamwork, Loyalty Services, Rewards Programs, Critical Thinking, Telephone Skills, SharePoint, Software Documentation, Data Entry, Data Analysis, Spreadsheets, Call Centers, Training, Customer Satisfaction, Public Speaking
Education
USF St. Petersburg 2011 — 2014
Bachelor's degree, Accounting
St. Petersburg College 2008 — 2010
Associate of Arts (A.A.)
Sean Quigley CIMA® Sean Quigley CIMA®'s Eagle Asset Management Experience October 2013 - January 2015
Job Regional Director at RiverFront Investment Group
Industry Investment Management
Experience
RiverFront Investment Group February 2015 - Present
Eagle Asset Management October 2013 - January 2015
Eagle Asset Management June 2010 - September 2013
Eagle Asset Management April 2005 - June 2010
CapTrust Financial Advisors January 2002 - March 2005
Gilman Ciocia January 2001 - October 2001
Skills
Investments, Mutual Funds, Series 7, Series 63, Asset Management, Wealth Management, Sales, Asset Allocation, Investment Strategies, Securities, Series 65
Education
University of Tampa 2002 — 2004
M.B.A., Finance
University of Tampa 1998 — 2000
B.A., Psychology
University of Louisville 1996 — 1998
RiverFront Investment Group February 2015 - Present
Eagle Asset Management October 2013 - January 2015
Eagle Asset Management June 2010 - September 2013
Eagle Asset Management April 2005 - June 2010
CapTrust Financial Advisors January 2002 - March 2005
Gilman Ciocia January 2001 - October 2001
Skills
Investments, Mutual Funds, Series 7, Series 63, Asset Management, Wealth Management, Sales, Asset Allocation, Investment Strategies, Securities, Series 65
Education
University of Tampa 2002 — 2004
M.B.A., Finance
University of Tampa 1998 — 2000
B.A., Psychology
University of Louisville 1996 — 1998
Eric Harter Eric Harter's Eagle Asset Management Experience September 2007 - June 2012
Job Advisor Choice Consultant
Industry Financial Services
Experience
Raymond James Financial Inc. February 2015 - Present
Raymond James Financial Inc. July 2014 - Present
Raymond James June 2012 - July 2014
Eagle Asset Management September 2007 - June 2012
Colonial Bank December 2005 - September 2007
Skills
Series 7, Series 66, Portfolio Management, Portfolio Performance..., Investment Strategies, Asset Management, Uniform Combined State..., Separately Managed..., Series 6, Series 63, Wealth Management
Education
University of Michigan 1998 — 2003
Bachelor's degree, Economics/Sociology
Raymond James Financial Inc. February 2015 - Present
Raymond James Financial Inc. July 2014 - Present
Raymond James June 2012 - July 2014
Eagle Asset Management September 2007 - June 2012
Colonial Bank December 2005 - September 2007
Skills
Series 7, Series 66, Portfolio Management, Portfolio Performance..., Investment Strategies, Asset Management, Uniform Combined State..., Separately Managed..., Series 6, Series 63, Wealth Management
Education
University of Michigan 1998 — 2003
Bachelor's degree, Economics/Sociology
Katie Bartley Katie Bartley's Eagle Asset Management Experience August 2000 - June 2001
Job Founder & President of Katie Bartley: Sleep Consultant
Industry Consumer Services
Experience
Katie Bartley: Sleep consultant September 2010 - Present
Austin State Hospital: Children and Adolescent Psychiatric Unit September 2004 - May 2005
WestWayne July 2001 - July 2003
Eagle Asset Management August 2000 - June 2001
Skills
Clinical Social Work, Sleep Consulting, Family Therapy, Individual Therapy, Sales, Entrepreneurship, Marketing, Advertising, Organizational..., Business Development, Nonprofits, Social Services, Fundraising, Public Speaking, Adolescents, Babies, Psychotherapy, Business Strategy, Mental Health, Account Management, Community Outreach, Public Relations, Social Media, Social Networking, Strategic Planning, Blogging, Facebook
Education
The University of Texas at Austin 2003 — 2005
Masters of Social Work, Clinical/Medical Social Work
Vanderbilt University 1996 — 2000
Bachelor of Science (B.S.), Human and Organizational Development
Tampa Preparatory School 1992 — 1996
Katie Bartley: Sleep consultant September 2010 - Present
Austin State Hospital: Children and Adolescent Psychiatric Unit September 2004 - May 2005
WestWayne July 2001 - July 2003
Eagle Asset Management August 2000 - June 2001
Skills
Clinical Social Work, Sleep Consulting, Family Therapy, Individual Therapy, Sales, Entrepreneurship, Marketing, Advertising, Organizational..., Business Development, Nonprofits, Social Services, Fundraising, Public Speaking, Adolescents, Babies, Psychotherapy, Business Strategy, Mental Health, Account Management, Community Outreach, Public Relations, Social Media, Social Networking, Strategic Planning, Blogging, Facebook
Education
The University of Texas at Austin 2003 — 2005
Masters of Social Work, Clinical/Medical Social Work
Vanderbilt University 1996 — 2000
Bachelor of Science (B.S.), Human and Organizational Development
Tampa Preparatory School 1992 — 1996
Derek Thieme Derek Thieme's Eagle Asset Management Experience August 2012 - Present
Job Controller at Eagle Asset Management
Industry Investment Management
Experience
Raymond James Financial Inc. August 2012 - Present
Eagle Asset Management August 2012 - Present
Eagle Asset Management February 2004 - August 2012
PwC 2003 - 2004
Ivy Funds 2000 - 2003
Franklin Templeton Investments 1994 - 2000
Skills
Highly Analytical, Managerial Experience, Attention To Detail, Budgets, Management, Forecasting, Auditing, Analytical Skills, Accounting, Financial Audits, Financial Modeling, Variance Analysis, Investments, Mutual Funds
Education
University of Miami - School of Business 1998 — 1999
Master of Business Administration, International Finance
University of Wisconsin-Eau Claire 1989 — 1994
Bachelor of Business Administration, Accounting & Finance
Raymond James Financial Inc. August 2012 - Present
Eagle Asset Management August 2012 - Present
Eagle Asset Management February 2004 - August 2012
PwC 2003 - 2004
Ivy Funds 2000 - 2003
Franklin Templeton Investments 1994 - 2000
Skills
Highly Analytical, Managerial Experience, Attention To Detail, Budgets, Management, Forecasting, Auditing, Analytical Skills, Accounting, Financial Audits, Financial Modeling, Variance Analysis, Investments, Mutual Funds
Education
University of Miami - School of Business 1998 — 1999
Master of Business Administration, International Finance
University of Wisconsin-Eau Claire 1989 — 1994
Bachelor of Business Administration, Accounting & Finance
Clay Lindsey Clay Lindsey's Eagle Asset Management Experience April 2007 - Present
Job Vice President, Institutional Client Relations at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management April 2007 - Present
Eagle Asset Management June 2000 - April 2007
Skills
Asset Management, Equities, Mutual Funds, Investments, Investment Strategies, Asset Allocation, Series 63
Education
University of Florida 2004 — 2005
Master of Business Administration (M.B.A.)
The University of Georgia 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Eagle Asset Management April 2007 - Present
Eagle Asset Management June 2000 - April 2007
Skills
Asset Management, Equities, Mutual Funds, Investments, Investment Strategies, Asset Allocation, Series 63
Education
University of Florida 2004 — 2005
Master of Business Administration (M.B.A.)
The University of Georgia 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Adrienne Cress Baldwin Adrienne Cress Baldwin's Eagle Asset Management Experience December 2012 - April 2013
Job 2nd Grade Teacher at Fort Bend ISD
Industry Education Management
Experience
Fort Bend ISD October 2013 - Present
Hamburg Family Center March 2010 - Present
One + One = Four December 2008 - Present
ClubZ! In-Home Tutoring Services March 2013 - August 2013
Eagle Asset Management December 2012 - April 2013
Raymond James Financial Inc. November 2011 - December 2012
Private Family August 2008 - July 2009
Rochester City School District March 2009 - May 2009
Brighton Central School District January 2009 - March 2009
St. Mark Elementary School August 2008 - December 2008
Skills
Public Speaking, Customer Service, Microsoft Office, PowerPoint, Social Networking, Research, Elementary Education, Business Development, Teaching, ELA, Cooperative Learning, Child Development, Smart Board, Microsoft CRM, Envision, Staff Development, Process Improvement, Recruiting, Management, Community Outreach
Education
Canisius College 2007 — 2009
Master of Education (M.Ed.), Elementary Education and Teaching, Grade 1 - Grade 6
Buffalo State College 2005 — 2007
Bachelor of Business Administration (BBA), International Business
SUNY Brockport 2003 — 2004
Bachelor of Business Administration (BBA), International Business & Finance
Fort Bend ISD October 2013 - Present
Hamburg Family Center March 2010 - Present
One + One = Four December 2008 - Present
ClubZ! In-Home Tutoring Services March 2013 - August 2013
Eagle Asset Management December 2012 - April 2013
Raymond James Financial Inc. November 2011 - December 2012
Private Family August 2008 - July 2009
Rochester City School District March 2009 - May 2009
Brighton Central School District January 2009 - March 2009
St. Mark Elementary School August 2008 - December 2008
Skills
Public Speaking, Customer Service, Microsoft Office, PowerPoint, Social Networking, Research, Elementary Education, Business Development, Teaching, ELA, Cooperative Learning, Child Development, Smart Board, Microsoft CRM, Envision, Staff Development, Process Improvement, Recruiting, Management, Community Outreach
Education
Canisius College 2007 — 2009
Master of Education (M.Ed.), Elementary Education and Teaching, Grade 1 - Grade 6
Buffalo State College 2005 — 2007
Bachelor of Business Administration (BBA), International Business
SUNY Brockport 2003 — 2004
Bachelor of Business Administration (BBA), International Business & Finance
Ed Gruber Ed Gruber's Eagle Asset Management Experience October 1999 - June 2006
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2011 - Present
EM Trend Advisors, LLC 2006 - October 2010
Eagle Asset Management October 1999 - June 2006
Principal Financial Group May 1998 - September 1999
STRS Ohio 1993 - 1998
Skills
Series 7, Securities, Equities, Investments, Series 63
Education
Capital University - School of Management 1994 — 1997
MBA, Finance and Investments
University of Dayton
University of Dayton
Edward Jones January 2011 - Present
EM Trend Advisors, LLC 2006 - October 2010
Eagle Asset Management October 1999 - June 2006
Principal Financial Group May 1998 - September 1999
STRS Ohio 1993 - 1998
Skills
Series 7, Securities, Equities, Investments, Series 63
Education
Capital University - School of Management 1994 — 1997
MBA, Finance and Investments
University of Dayton
University of Dayton
Jeremy Perrin Jeremy Perrin's Eagle Asset Management Experience April 2008 - January 2015
Job AdvisorChoice Consultant at Raymond James Financial
Industry Investment Management
Experience
Raymond James Financial Inc. February 2015 - Present
Eagle Asset Management April 2008 - January 2015
Raymond James Financial Inc. September 2002 - April 2008
Raymond James Financial Inc. September 2000 - September 2002
Raymond James Financial Inc. May 2000 - September 2000
Raymond James Financial Inc. February 1997 - May 2000
Skills
Series 7, Mutual Funds, Investments, Separately Managed..., Asset Management, Portfolio Management, Department Budgeting, Project Management, Project Planning, Investment Strategies, Process Improvement, Budgets, Asset Allocation, Strategy, 401k
Education
Clearwater Christian College 1997 — 2000
Bachelor of Science (B.S.), Business administration
Liberty University 1995 — 1995
Raymond James Financial Inc. February 2015 - Present
Eagle Asset Management April 2008 - January 2015
Raymond James Financial Inc. September 2002 - April 2008
Raymond James Financial Inc. September 2000 - September 2002
Raymond James Financial Inc. May 2000 - September 2000
Raymond James Financial Inc. February 1997 - May 2000
Skills
Series 7, Mutual Funds, Investments, Separately Managed..., Asset Management, Portfolio Management, Department Budgeting, Project Management, Project Planning, Investment Strategies, Process Improvement, Budgets, Asset Allocation, Strategy, 401k
Education
Clearwater Christian College 1997 — 2000
Bachelor of Science (B.S.), Business administration
Liberty University 1995 — 1995
Joe Centofonti Joe Centofonti's Eagle Asset Management Experience December 2013 - Present
Job Regional Vice President at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management December 2013 - Present
Raymond James Financial Inc. March 2013 - November 2013
Raymond James Financial Inc. July 2010 - March 2013
James Mazza & Associates October 2008 - May 2010
Ameriprise Financial, Inc July 2008 - September 2008
Skills
FINRA (NASD) Series 7,..., FINRA (NASD) Series 24,..., FINRA (NASD) Series 66,...
Education
University of Tampa 2005 — 2008
B.S., Finance, minor in Economics
Monroe Community College 2003 — 2005
AA, General Studies
Eagle Asset Management December 2013 - Present
Raymond James Financial Inc. March 2013 - November 2013
Raymond James Financial Inc. July 2010 - March 2013
James Mazza & Associates October 2008 - May 2010
Ameriprise Financial, Inc July 2008 - September 2008
Skills
FINRA (NASD) Series 7,..., FINRA (NASD) Series 24,..., FINRA (NASD) Series 66,...
Education
University of Tampa 2005 — 2008
B.S., Finance, minor in Economics
Monroe Community College 2003 — 2005
AA, General Studies
Glenn Fry's Eagle Asset Management Experience 2004 - 2005
Job Resource Planning Manager at Pulte
Industry Construction
Experience
PulteGroup April 2015 - Present
PulteGroup December 2014 - April 2015
CHEP July 2013 - October 2014
CHEP May 2012 - June 2013
CHEP April 2011 - May 2012
CHEP July 2010 - March 2011
CHEP July 2008 - June 2010
CHEP June 2006 - June 2008
Worthing Armstrong Venture (WAVE) 2005 - 2006
Eagle Asset Management 2004 - 2005
Skills
Supply Chain, Forecasting, Financial Analysis, Supply Chain Management, Logistics, Financial Modeling, Pricing, Process Improvement, Hyperion Enterprise, Finance, Financial Reporting, Accounting, Operations Management, Strategic Planning, Budgets, Business Process..., Demand Planning, 3PL, Access, Business Analysis, Business Planning, Business Strategy, Change Management, Continuous Improvement, Contract Negotiation, Cross-functional Team..., ERP, Essbase, Financial Forecasting, Leadership, Logistics Management, Management, Managerial Finance, Mergers & Acquisitions, Negotiation, P&L, P&L Management, Procurement, Project Planning, Purchasing, Start-ups, Strategic Financial..., Strategic Sourcing, Strategy, Supply Chain Operations, Supply Chain..., Transportation, Variance Analysis, Warehousing, Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2011
Executive Education, High Performance Leadership
Lehigh University - College of Business and Economics 1999 — 2003
Bachelors of Science, Finance
University of Central Florida - College of Business Administration
MBA
PulteGroup April 2015 - Present
PulteGroup December 2014 - April 2015
CHEP July 2013 - October 2014
CHEP May 2012 - June 2013
CHEP April 2011 - May 2012
CHEP July 2010 - March 2011
CHEP July 2008 - June 2010
CHEP June 2006 - June 2008
Worthing Armstrong Venture (WAVE) 2005 - 2006
Eagle Asset Management 2004 - 2005
Skills
Supply Chain, Forecasting, Financial Analysis, Supply Chain Management, Logistics, Financial Modeling, Pricing, Process Improvement, Hyperion Enterprise, Finance, Financial Reporting, Accounting, Operations Management, Strategic Planning, Budgets, Business Process..., Demand Planning, 3PL, Access, Business Analysis, Business Planning, Business Strategy, Change Management, Continuous Improvement, Contract Negotiation, Cross-functional Team..., ERP, Essbase, Financial Forecasting, Leadership, Logistics Management, Management, Managerial Finance, Mergers & Acquisitions, Negotiation, P&L, P&L Management, Procurement, Project Planning, Purchasing, Start-ups, Strategic Financial..., Strategic Sourcing, Strategy, Supply Chain Operations, Supply Chain..., Transportation, Variance Analysis, Warehousing, Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2011
Executive Education, High Performance Leadership
Lehigh University - College of Business and Economics 1999 — 2003
Bachelors of Science, Finance
University of Central Florida - College of Business Administration
MBA
Thomas Knapp, CFA Thomas Knapp, CFA's Eagle Asset Management Experience June 2007 - Present
Job Research Analyst at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management June 2007 - Present
Skills
Mutual Funds, Fixed Income, Alternative Investments, Investments, Equities, Asset Management, Financial Modeling
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Florida State University 2003 — 2007
Finance
Eagle Asset Management June 2007 - Present
Skills
Mutual Funds, Fixed Income, Alternative Investments, Investments, Equities, Asset Management, Financial Modeling
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Florida State University 2003 — 2007
Finance
Michelle Carothers, CIMA® Michelle Carothers, CIMA®'s Eagle Asset Management Experience May 2000 - October 2004
Job Investment Research Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2010 - Present
Raymond James Financial Inc. October 2004 - August 2010
Eagle Asset Management May 2000 - October 2004
Skills
Series 7, Mutual Funds, Asset Allocation, Securities, Investment Strategies, Separately Managed..., Financial Analysis, Investments
Education
Eckerd College 1984 — 1988
Bachelor of Arts (B.A.)
Raymond James Financial Inc. September 2010 - Present
Raymond James Financial Inc. October 2004 - August 2010
Eagle Asset Management May 2000 - October 2004
Skills
Series 7, Mutual Funds, Asset Allocation, Securities, Investment Strategies, Separately Managed..., Financial Analysis, Investments
Education
Eckerd College 1984 — 1988
Bachelor of Arts (B.A.)
Janniece York, MBA Janniece York, MBA's Eagle Asset Management Experience August 2007 - December 2010
Job Business/Project Analyst at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets May 2013 - Present
State Street February 2011 - May 2013
Eagle Asset Management August 2007 - December 2010
Skills
Investments, Equities, Financial Statement..., Cash Management, Financial Modeling, Financial Analysis, Securities, Asset Managment
Education
University of Florida - Warrington College Of Business 2011 — 2012
Masters, Business Administration
University of South Florida-St. Petersburg 2007 — 2010
Bachelor of Science, Economics, International Business (minor)
wolfson high
State Street Global Markets May 2013 - Present
State Street February 2011 - May 2013
Eagle Asset Management August 2007 - December 2010
Skills
Investments, Equities, Financial Statement..., Cash Management, Financial Modeling, Financial Analysis, Securities, Asset Managment
Education
University of Florida - Warrington College Of Business 2011 — 2012
Masters, Business Administration
University of South Florida-St. Petersburg 2007 — 2010
Bachelor of Science, Economics, International Business (minor)
wolfson high
Catherine Smith Catherine Smith's Eagle Asset Management Experience March 2012 - November 2013
Job Compliance Officer with Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank November 2013 - Present
Eagle Asset Management March 2012 - November 2013
Clark & Washington, P.C. October 2010 - November 2011
Krause and Goldberg P.A. 2009 - 2009
Skills
Corporate Governance, Due Diligence, Mutual Funds, Investments, Hedge Funds, Asset Management, Series 24, Intellectual Property, Equities, Financial Services, Legal Compliance, Lexis
Education
Nova Southeastern University—Shepard Broad Law Center 2007 — 2010
J.D., Law
University of Florida 2003 — 2006
B.A., English
Clearwater Central Catholic
Raymond James Bank November 2013 - Present
Eagle Asset Management March 2012 - November 2013
Clark & Washington, P.C. October 2010 - November 2011
Krause and Goldberg P.A. 2009 - 2009
Skills
Corporate Governance, Due Diligence, Mutual Funds, Investments, Hedge Funds, Asset Management, Series 24, Intellectual Property, Equities, Financial Services, Legal Compliance, Lexis
Education
Nova Southeastern University—Shepard Broad Law Center 2007 — 2010
J.D., Law
University of Florida 2003 — 2006
B.A., English
Clearwater Central Catholic
Bailey Pecor Bailey Pecor's Eagle Asset Management Experience May 2013 - August 2013
Job Incoming IB Credit Risk Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
Chi Phi Fraternity December 2014 - Present
Cornell Hospitality Consulting September 2013 - Present
J.P. Morgan June 2015 - August 2015
Stone Harbor Investment Partners June 2014 - August 2014
Mutual Investment Club of Cornell September 2012 - May 2014
Eagle Asset Management May 2013 - August 2013
Skills
Microsoft Excel, Operations Research, Microsoft Office, Data Analysis, Research, PowerPoint, Budgets, Leadership
Education
Cornell University 2012 — 2016
Bachelor of Science (BS), Operations Research
Riverview High School 2008 — 2012
IB Diploma
J.P. Morgan August 2015 - Present
Chi Phi Fraternity December 2014 - Present
Cornell Hospitality Consulting September 2013 - Present
J.P. Morgan June 2015 - August 2015
Stone Harbor Investment Partners June 2014 - August 2014
Mutual Investment Club of Cornell September 2012 - May 2014
Eagle Asset Management May 2013 - August 2013
Skills
Microsoft Excel, Operations Research, Microsoft Office, Data Analysis, Research, PowerPoint, Budgets, Leadership
Education
Cornell University 2012 — 2016
Bachelor of Science (BS), Operations Research
Riverview High School 2008 — 2012
IB Diploma
Allen White's Eagle Asset Management Experience June 2013 - June 2014
Job Assistant Vice President Asset Management Services
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
Eagle Asset Management June 2013 - June 2014
Raymond James Financial Inc. May 2012 - July 2013
Prospect Mortgage January 2011 - May 2012
Skills
Excel, Word, PowerPoint, Microsoft Office, Customer Service, Mortgage Banking, Direct Sales, Sales, Loans, Marketing, Social Networking, Investments, Team Building, Public Speaking, Loan Origination, Securities, Outlook, Finance, Real Estate, Microsoft Excel, Portfolio Management, Mortgage Lending, Management, Microsoft Word, Insurance, Financial Analysis, Leadership, Event Planning, Recruiting, Accounts Payable, Risk Management, Banking, Mutual Funds, Series 7, Financial Services, Asset Management, Cold Calling, Asset Allocation, Budgets, Credit, Financial Modeling
Education
Florida State University 2007 — 2011
Bachelor of Science, Business Finance
Raymond James Financial Inc. June 2014 - Present
Eagle Asset Management June 2013 - June 2014
Raymond James Financial Inc. May 2012 - July 2013
Prospect Mortgage January 2011 - May 2012
Skills
Excel, Word, PowerPoint, Microsoft Office, Customer Service, Mortgage Banking, Direct Sales, Sales, Loans, Marketing, Social Networking, Investments, Team Building, Public Speaking, Loan Origination, Securities, Outlook, Finance, Real Estate, Microsoft Excel, Portfolio Management, Mortgage Lending, Management, Microsoft Word, Insurance, Financial Analysis, Leadership, Event Planning, Recruiting, Accounts Payable, Risk Management, Banking, Mutual Funds, Series 7, Financial Services, Asset Management, Cold Calling, Asset Allocation, Budgets, Credit, Financial Modeling
Education
Florida State University 2007 — 2011
Bachelor of Science, Business Finance
Shonn Rutledge Shonn Rutledge's Eagle Asset Management Experience February 2008 - August 2010
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Girls Got Game Wear 2004 - Present
Eagle Asset Management February 2008 - August 2010
Columbia Management April 2004 - April 2007
UBS January 1999 - April 2004
A. G. Edwards & Sons January 1995 - January 1999
Education
Kilgore College
Longview High School
Ameriprise Financial Services, Inc. June 2012 - Present
Girls Got Game Wear 2004 - Present
Eagle Asset Management February 2008 - August 2010
Columbia Management April 2004 - April 2007
UBS January 1999 - April 2004
A. G. Edwards & Sons January 1995 - January 1999
Education
Kilgore College
Longview High School
Andrew Flinner Andrew Flinner's Eagle Asset Management Experience October 2011 - August 2015
Job Due Diligence Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Eagle Asset Management October 2011 - August 2015
LCG Capital July 2011 - September 2011
Skills
Financial Services, Equities, Financial Analysis, Investments, Financial Modeling, Microsoft Excel
Education
University of Tampa - John H. Sykes College of Business 2012 — 2015
Master of Business Administration (MBA)
University of Tampa - John H. Sykes College of Business 2012 — 2015
Master of Science in Finance (MSF)
University of Central Florida - College of Business Administration 2007 — 2011
Bachelors of Science in Business Administration, Finance
Raymond James Financial, Inc. August 2015 - Present
Eagle Asset Management October 2011 - August 2015
LCG Capital July 2011 - September 2011
Skills
Financial Services, Equities, Financial Analysis, Investments, Financial Modeling, Microsoft Excel
Education
University of Tampa - John H. Sykes College of Business 2012 — 2015
Master of Business Administration (MBA)
University of Tampa - John H. Sykes College of Business 2012 — 2015
Master of Science in Finance (MSF)
University of Central Florida - College of Business Administration 2007 — 2011
Bachelors of Science in Business Administration, Finance
Christopher Pang's Eagle Asset Management Experience April 2015 - Present
Job Institutional Client Portfolio Specialist at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management April 2015 - Present
Eagle Asset Management June 2012 - Present
McNair, McLemore, Middlebrooks & Co., LLC August 2011 - April 2012
Mercer University April 2007 - May 2011
McNair, McLemore, Middlebrooks & Co., LLC January 2011 - April 2011
Blue Bird Corporation May 2010 - August 2010
Mercer University March 2007 - May 2010
Skills
Bloomberg Terminal, Bloomberg AIM, Omgeo Oasys, SWIFT Messaging, SimCorp Dimension, Charles River IMS, Customer Service, Team Leadership, Accounting, Accounts Payable
Education
Mercer University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Eagle Asset Management April 2015 - Present
Eagle Asset Management June 2012 - Present
McNair, McLemore, Middlebrooks & Co., LLC August 2011 - April 2012
Mercer University April 2007 - May 2011
McNair, McLemore, Middlebrooks & Co., LLC January 2011 - April 2011
Blue Bird Corporation May 2010 - August 2010
Mercer University March 2007 - May 2010
Skills
Bloomberg Terminal, Bloomberg AIM, Omgeo Oasys, SWIFT Messaging, SimCorp Dimension, Charles River IMS, Customer Service, Team Leadership, Accounting, Accounts Payable
Education
Mercer University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Isaiah Baez Isaiah Baez's Eagle Asset Management Experience January 2015 - Present
Job Research Associate at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management January 2015 - Present
Raymond James Financial Inc. June 2013 - January 2015
Raymond James & Associates June 2012 - June 2013
Amazon.com June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Financial Modeling, Financial Analysis, Financial Market..., Access, Financial Reporting, Finance, Leadership, Risk Management
Education
University of Florida 2009 — 2012
Bachelor's Degree, Finance
Eagle Asset Management January 2015 - Present
Raymond James Financial Inc. June 2013 - January 2015
Raymond James & Associates June 2012 - June 2013
Amazon.com June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Financial Modeling, Financial Analysis, Financial Market..., Access, Financial Reporting, Finance, Leadership, Risk Management
Education
University of Florida 2009 — 2012
Bachelor's Degree, Finance
Elizabeth (Liza) Campa-Flanagan, CFP®, CIMA®'s Eagle Asset Management Experience 2000 - 2002
Job Registered Principal at Raymond James Financial Services, Inc. 645 N. Indian Rocks Road Belleair Bluffs, FL 33770
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC June 2003 - Present
Eagle Asset Management 2000 - 2002
Skills
Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Retirement, Series 7, Financial Advisory, Fixed Annuities, Finance, Marketing, Securities, Financial Analysis, Small Business, Strategic Planning, Public Speaking, Insurance, Nonprofits, Series 63, Portfolio Management, Risk Management, Financial Planning, Financial Services, Stock Management, Wealth Management..., Wealth Preservation..., Asset Management, College Funding..., Retirement Savings, College Savings Plans
Education
Eckerd College 1999 — 2001
B.A. with Distinction, Business & Management
Raymond James Financial Services, Inc., Member FINRA/SIPC June 2003 - Present
Eagle Asset Management 2000 - 2002
Skills
Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Retirement, Series 7, Financial Advisory, Fixed Annuities, Finance, Marketing, Securities, Financial Analysis, Small Business, Strategic Planning, Public Speaking, Insurance, Nonprofits, Series 63, Portfolio Management, Risk Management, Financial Planning, Financial Services, Stock Management, Wealth Management..., Wealth Preservation..., Asset Management, College Funding..., Retirement Savings, College Savings Plans
Education
Eckerd College 1999 — 2001
B.A. with Distinction, Business & Management
Thomas Filgate's Eagle Asset Management Experience 2000 - 2002
Job Sports, Aquatics and Camps Program Director at East Pasco YMCA
Industry Recreational Facilities and Services
Experience
Tampa Metro YMCA February 2015 - Present
Town of Riverhead Recreation Department May 2008 - December 2014
Global Recreation Network January 2011 - December 2012
i9 Sports April 2002 - May 2008
Eagle Asset Management 2000 - 2002
Carolina Diamonds (National Pro Fastpitch) February 1998 - September 1999
Toronto Blue Jays January 1997 - September 1997
Skills
Adobe Creative Suite, Microsoft Office, Marketing Strategy, Event Management, Sports Marketing, Special Events, Sports, Customer Relations, Research, Writing, Press Releases, Marketing Materials, Event Planning, Social Media, Creative Development, Sports Management, Ticket Sales, Media Relations, Newsletters, Marketing, Leadership, Sales, Microsoft Word, New Business Development, Customer Service, Training, Sponsorship, Facebook, Social Media Marketing, Management, Public Relations, Social Networking, Budgets, Advertising
Education
Saint Leo University 1991 — 1997
B.A, Sports Management
Tampa Metro YMCA February 2015 - Present
Town of Riverhead Recreation Department May 2008 - December 2014
Global Recreation Network January 2011 - December 2012
i9 Sports April 2002 - May 2008
Eagle Asset Management 2000 - 2002
Carolina Diamonds (National Pro Fastpitch) February 1998 - September 1999
Toronto Blue Jays January 1997 - September 1997
Skills
Adobe Creative Suite, Microsoft Office, Marketing Strategy, Event Management, Sports Marketing, Special Events, Sports, Customer Relations, Research, Writing, Press Releases, Marketing Materials, Event Planning, Social Media, Creative Development, Sports Management, Ticket Sales, Media Relations, Newsletters, Marketing, Leadership, Sales, Microsoft Word, New Business Development, Customer Service, Training, Sponsorship, Facebook, Social Media Marketing, Management, Public Relations, Social Networking, Budgets, Advertising
Education
Saint Leo University 1991 — 1997
B.A, Sports Management
Richard Rice, CFA Richard Rice, CFA's Eagle Asset Management Experience March 2001 - June 2012
Job Retired
Industry Financial Services
Experience
RETIRED July 2012 - Present
Eagle Asset Management March 2001 - June 2012
Skills
Equities, Series 7, Mutual Funds, Asset Management, Portfolio Management, Investments, Securities, Series 63, Bloomberg, Valuation, Investment Strategies, Financial Modeling, Equity Research
Education
CFA Institute 1976 — 1978
CFA (Chartered Financial Analyst)
University of Florida 1970 — 1972
B.S.B.A., Finance, General
RETIRED July 2012 - Present
Eagle Asset Management March 2001 - June 2012
Skills
Equities, Series 7, Mutual Funds, Asset Management, Portfolio Management, Investments, Securities, Series 63, Bloomberg, Valuation, Investment Strategies, Financial Modeling, Equity Research
Education
CFA Institute 1976 — 1978
CFA (Chartered Financial Analyst)
University of Florida 1970 — 1972
B.S.B.A., Finance, General
Bill Williams Bill Williams's Eagle Asset Management Experience January 2004 - February 2006
Job Founder & CEO at BWG Strategy
Industry Events Services
Experience
BWG Strategy LLC June 2013 - Present
NYC Foundation for Cerebral Palsy August 2014 - Present
United Cerebral Palsy New York City March 2013 - Present
JNK Securities November 2006 - June 2013
Eagle Asset Management January 2004 - February 2006
CQ Partners January 2000 - December 2002
Morgan Stanley March 1997 - January 2000
Prudential Securities July 1995 - January 1997
Skills
Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Networking, Coordinating Events, Portfolio Management, Securities, Financial Services, Mutual Funds, Strategy, Series 63, Mergers & Acquisitions, Leadership, Corporate Development, Alternative Investments, Risk Management, Derivatives, Asset Management, Trading, Equity Trading, Fixed Income, Executive Management, Cloud Computing, Financial Analysis, Venture Capital, Investment Strategies, Financial Modeling, Series 7, Panel Discussions, Due Diligence, FINRA, Thought Leadership, Program Management, Business Strategy, Capital Markets, Investment Advisory, Private Equity, Strategic Financial..., Event Planning, Emerging Markets, Financial Risk, Asset Allocation, Trading Systems, Options, Round Tables, Investment Banking, Entrepreneurship, Valuation
Education
University of Pennsylvania 1991 — 1995
Bachelor of Arts (B.A.), History
United States Air Force Academy 1990 — 1991
governor livingston regional high school 1986 — 1990
BWG Strategy LLC June 2013 - Present
NYC Foundation for Cerebral Palsy August 2014 - Present
United Cerebral Palsy New York City March 2013 - Present
JNK Securities November 2006 - June 2013
Eagle Asset Management January 2004 - February 2006
CQ Partners January 2000 - December 2002
Morgan Stanley March 1997 - January 2000
Prudential Securities July 1995 - January 1997
Skills
Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Networking, Coordinating Events, Portfolio Management, Securities, Financial Services, Mutual Funds, Strategy, Series 63, Mergers & Acquisitions, Leadership, Corporate Development, Alternative Investments, Risk Management, Derivatives, Asset Management, Trading, Equity Trading, Fixed Income, Executive Management, Cloud Computing, Financial Analysis, Venture Capital, Investment Strategies, Financial Modeling, Series 7, Panel Discussions, Due Diligence, FINRA, Thought Leadership, Program Management, Business Strategy, Capital Markets, Investment Advisory, Private Equity, Strategic Financial..., Event Planning, Emerging Markets, Financial Risk, Asset Allocation, Trading Systems, Options, Round Tables, Investment Banking, Entrepreneurship, Valuation
Education
University of Pennsylvania 1991 — 1995
Bachelor of Arts (B.A.), History
United States Air Force Academy 1990 — 1991
governor livingston regional high school 1986 — 1990
Justin Lauri, CFA Justin Lauri, CFA's Eagle Asset Management Experience 2014 - Present
Job Regional Director at Eagle Asset Management, Raymond James
Industry Investment Management
Experience
Eagle Asset Management 2014 - Present
BlackRock 2010 - 2014
Deloitte 2005 - 2009
Skills
Finance, Uniform Combined State..., Bloomberg, Series 7, Financial Modeling, Investment Management, Structured Finance, Fixed Income, Cash Flow Forecasting, Equities, Valuation, Investments, Microsoft Excel, Mutual Funds, Alternative Investments
Education
CFA Institute 2007 — 2010
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
BS, Finance
Eagle Asset Management 2014 - Present
BlackRock 2010 - 2014
Deloitte 2005 - 2009
Skills
Finance, Uniform Combined State..., Bloomberg, Series 7, Financial Modeling, Investment Management, Structured Finance, Fixed Income, Cash Flow Forecasting, Equities, Valuation, Investments, Microsoft Excel, Mutual Funds, Alternative Investments
Education
CFA Institute 2007 — 2010
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
BS, Finance
Kim Leftwich's Eagle Asset Management Experience October 1989 - October 1990
Job Executive Assistant at OpenSpan, Inc.
Industry Information Technology and Services
Experience
OpenSpan, Inc. January 2013 - Present
All Travel Designs April 2012 - Present
HomeBanc Mortgage 1991 - 1999
Eagle Asset Management October 1989 - October 1990
Skills
Outlook, Microsoft Excel, Microsoft Word, Concur, Salesforce.com, Cruises, Honeymoons, Travel Management, Human Resources, Tourism, Leisure Travel, Family Vacations, Business Travel, Hotels
Education
Furman University 1985 — 1989
Bachelor of Arts (BA), Business Administration and Management, General
OpenSpan, Inc. January 2013 - Present
All Travel Designs April 2012 - Present
HomeBanc Mortgage 1991 - 1999
Eagle Asset Management October 1989 - October 1990
Skills
Outlook, Microsoft Excel, Microsoft Word, Concur, Salesforce.com, Cruises, Honeymoons, Travel Management, Human Resources, Tourism, Leisure Travel, Family Vacations, Business Travel, Hotels
Education
Furman University 1985 — 1989
Bachelor of Arts (BA), Business Administration and Management, General
Philip Clark, CFP®'s Eagle Asset Management Experience May 2008 - May 2009
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
SPC Financial, Inc. / Independent Registered Investment Advisor/SEC January 2014 - Present
Raymond James July 2009 - January 2014
Eagle Asset Management May 2008 - May 2009
Wachovia August 2006 - April 2008
Skills
Investments, Wealth Management, Series 7, Retirement, Securities, Retirement Planning, Investment Advisory, Insurance, Financial Planning
Education
Florida State University 1997 — 2001
B.A., Economics, Macro Economics, Business Management
SPC Financial, Inc. / Independent Registered Investment Advisor/SEC January 2014 - Present
Raymond James July 2009 - January 2014
Eagle Asset Management May 2008 - May 2009
Wachovia August 2006 - April 2008
Skills
Investments, Wealth Management, Series 7, Retirement, Securities, Retirement Planning, Investment Advisory, Insurance, Financial Planning
Education
Florida State University 1997 — 2001
B.A., Economics, Macro Economics, Business Management
Greg Millman, MBA's Eagle Asset Management Experience October 2012 - Present
Job Vice President, Marketing & Communications | PastPresident, AMA Tampa Bay
Industry Financial Services
Experience
American Marketing Association July 2015 - Present
AMA Tampa Bay July 2014 - Present
Eagle Asset Management October 2012 - Present
AchieveGlobal September 2010 - October 2012
Kforce Inc. May 2004 - September 2010
William R. Hough & Co. May 2003 - April 2004
Woodform, Inc. January 2000 - July 2001
Skills
Vendor Management, Campaign Development, Direct Marketing, Marketing Management, SEM, Multi-channel Marketing, PPC, Marketing Strategy, Website Development, Digital Strategy, Event Management, Lead Generation, Brand Development, Public Relations, Advertising, Integrated Marketing, Social Media, Email Marketing, Social Media Marketing, Online Marketing, Strategy, Brand Management, Marketing, Copywriting, Product Management, Marketing Research, SEO, B2B, Direct Mail, Leadership, Management
Education
University of Florida - Warrington College of Business Administration 2001 — 2003
MBA, Marketing and Commercial Real Estate
Miami University 1987 — 1991
B.S., Finance
American Marketing Association July 2015 - Present
AMA Tampa Bay July 2014 - Present
Eagle Asset Management October 2012 - Present
AchieveGlobal September 2010 - October 2012
Kforce Inc. May 2004 - September 2010
William R. Hough & Co. May 2003 - April 2004
Woodform, Inc. January 2000 - July 2001
Skills
Vendor Management, Campaign Development, Direct Marketing, Marketing Management, SEM, Multi-channel Marketing, PPC, Marketing Strategy, Website Development, Digital Strategy, Event Management, Lead Generation, Brand Development, Public Relations, Advertising, Integrated Marketing, Social Media, Email Marketing, Social Media Marketing, Online Marketing, Strategy, Brand Management, Marketing, Copywriting, Product Management, Marketing Research, SEO, B2B, Direct Mail, Leadership, Management
Education
University of Florida - Warrington College of Business Administration 2001 — 2003
MBA, Marketing and Commercial Real Estate
Miami University 1987 — 1991
B.S., Finance
Jason Feinman Jason Feinman's Eagle Asset Management Experience April 2015 - Present
Job Regional VP Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management April 2015 - Present
River Oak Etf Solutions November 2013 - May 2015
PIMCO January 2010 - February 2012
Allianz / Pimco October 2007 - December 2010
Ameriprise Financial Services, Inc. 2006 - 2007
ProEquities January 2001 - April 2006
Skills
Series 6, Series 7, Series 63, Series 65, License Life and Health, ETFs, Separately Managed..., Investments, Asset Allocation
Education
University of Michigan
University of Michigan
Eagle Asset Management April 2015 - Present
River Oak Etf Solutions November 2013 - May 2015
PIMCO January 2010 - February 2012
Allianz / Pimco October 2007 - December 2010
Ameriprise Financial Services, Inc. 2006 - 2007
ProEquities January 2001 - April 2006
Skills
Series 6, Series 7, Series 63, Series 65, License Life and Health, ETFs, Separately Managed..., Investments, Asset Allocation
Education
University of Michigan
University of Michigan
Glen Manna, CFA Glen Manna, CFA's Eagle Asset Management Experience October 2008 - January 2010
Job Equity Analyst
Industry Investment Management
Experience
Keefe, Bruyette & Woods April 2013 - Present
Eagle Asset Management October 2008 - January 2010
Lehman Brothers August 2008 - October 2008
Bear Stearns June 2004 - August 2008
Smith Barney March 2003 - May 2003
Banc of America Securities October 2000 - March 2003
PaineWebber September 1999 - September 2000
Skills
Equity Research, Portfolio Management, Investments, Stock Picking, Financial Analysis, Financial Modeling, Valuation, Financial Sector, Industrial Sector, Accounting, Taxation, Securities, Finance, Financial Services, Investment Strategies, Asset Management
Education
Seton Hall University 1998 — 2002
MBA, Finance, GPA: 3.69
Seton Hall University 1994 — 1996
MS, Taxation, GPA: 3.50
Seton Hall University 1989 — 1993
BS, Accounting, GPA: 3.45
Keefe, Bruyette & Woods April 2013 - Present
Eagle Asset Management October 2008 - January 2010
Lehman Brothers August 2008 - October 2008
Bear Stearns June 2004 - August 2008
Smith Barney March 2003 - May 2003
Banc of America Securities October 2000 - March 2003
PaineWebber September 1999 - September 2000
Skills
Equity Research, Portfolio Management, Investments, Stock Picking, Financial Analysis, Financial Modeling, Valuation, Financial Sector, Industrial Sector, Accounting, Taxation, Securities, Finance, Financial Services, Investment Strategies, Asset Management
Education
Seton Hall University 1998 — 2002
MBA, Finance, GPA: 3.69
Seton Hall University 1994 — 1996
MS, Taxation, GPA: 3.50
Seton Hall University 1989 — 1993
BS, Accounting, GPA: 3.45
Erik Woldman's Eagle Asset Management Experience November 2010 - December 2013
Job FX trader at TJM Investments, LLC
Industry Financial Services
Experience
TJM Holdings, LLC December 2013 - Present
Eagle Asset Management November 2010 - December 2013
Integra FX December 2004 - August 2010
Skills
FX Options, FX trading, FX Hedging, FX Spot, Hedge Funds, Risk Management, Bloomberg, Fixed Income
Education
Florida Institute of Technology 1993 — 1997
Bachelor's degree, Business Administration and Management, General
Williamsville South High School 1989 — 1993
TJM Holdings, LLC December 2013 - Present
Eagle Asset Management November 2010 - December 2013
Integra FX December 2004 - August 2010
Skills
FX Options, FX trading, FX Hedging, FX Spot, Hedge Funds, Risk Management, Bloomberg, Fixed Income
Education
Florida Institute of Technology 1993 — 1997
Bachelor's degree, Business Administration and Management, General
Williamsville South High School 1989 — 1993
Taylor Pierce Taylor Pierce's Eagle Asset Management Experience October 2014 - Present
Job Internal Wholesaler at Eagle Asset Management
Industry Marketing and Advertising
Experience
Eagle Asset Management October 2014 - Present
Eagle Asset Management November 2013 - September 2014
Happy's Home Centers November 2012 - October 2013
Outback Bowl August 2012 - January 2013
Total Sports Publications October 2011 - May 2012
Skills
Sales, Marketing, Cold Calling, Customer Service, Customer Retention, Management, Account Management, Social Media Marketing, Microsoft Office, Negotiation
Education
University of Florida 2007 — 2011
Bachelors, Health Education
Eagle Asset Management October 2014 - Present
Eagle Asset Management November 2013 - September 2014
Happy's Home Centers November 2012 - October 2013
Outback Bowl August 2012 - January 2013
Total Sports Publications October 2011 - May 2012
Skills
Sales, Marketing, Cold Calling, Customer Service, Customer Retention, Management, Account Management, Social Media Marketing, Microsoft Office, Negotiation
Education
University of Florida 2007 — 2011
Bachelors, Health Education
Robert Hahn, CFA Robert Hahn, CFA's Eagle Asset Management Experience November 2000 - March 2008
Job Senior Research Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - Present
Consolidated Investment Group December 2011 - July 2014
Private Investment Fund 2009 - December 2011
Eagle Asset Management November 2000 - March 2008
Skills
Equity Research, Asset Management, Investments, Financial Modeling, Portfolio Management, Fundamental Research, Hedge Funds, Equities, Due Diligence, Valuation, Analysis
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA, Finance
Villanova University
MSEE, Electrical Engineering
Villanova University
BEE, Electrical Engineering
Raymond James Financial Inc. July 2014 - Present
Consolidated Investment Group December 2011 - July 2014
Private Investment Fund 2009 - December 2011
Eagle Asset Management November 2000 - March 2008
Skills
Equity Research, Asset Management, Investments, Financial Modeling, Portfolio Management, Fundamental Research, Hedge Funds, Equities, Due Diligence, Valuation, Analysis
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA, Finance
Villanova University
MSEE, Electrical Engineering
Villanova University
BEE, Electrical Engineering
Miranda Chapman Miranda Chapman's Eagle Asset Management Experience September 2014 - Present
Job Sales and Marketing Analyst at Eagle Asset Management
Industry Marketing and Advertising
Experience
Eagle Asset Management September 2014 - Present
Raymond James Financial Inc. May 2014 - August 2014
American Marketing Association January 2014 - May 2014
American Marketing Association May 2013 - December 2013
Forever 21 May 2013 - August 2013
University of South Florida Formula SAE Racing Team January 2013 - April 2013
American Marketing Association June 2012 - December 2012
Bubba Gump Shrimp Co. March 2011 - July 2011
Forever 21 February 2011 - May 2011
Forever 21 October 2010 - February 2011
Skills
Marketing, Leadership, Microsoft CRM, SQL, Social Networking, Customer Service, SSRS, Event Management, Release Management, Marketing Research, Market Research, Marketing Strategy, Event Planning, Social Media Marketing, Social Media, Sales, Advertising, Facebook, PowerPoint, Microsoft Office, Public Relations, Public Speaking, Online Marketing, Time Management, Blogging, Retail, Marketing Management, Fashion, Marketing Communications, Email Marketing, Merchandising, Twitter
Education
University of South Florida 2011 — 2014
Bachelor of Science (B.S.), Marketing
Northwest Florida State College 2010 — 2011
Associate of Arts (AA), General Studies
Eagle Asset Management September 2014 - Present
Raymond James Financial Inc. May 2014 - August 2014
American Marketing Association January 2014 - May 2014
American Marketing Association May 2013 - December 2013
Forever 21 May 2013 - August 2013
University of South Florida Formula SAE Racing Team January 2013 - April 2013
American Marketing Association June 2012 - December 2012
Bubba Gump Shrimp Co. March 2011 - July 2011
Forever 21 February 2011 - May 2011
Forever 21 October 2010 - February 2011
Skills
Marketing, Leadership, Microsoft CRM, SQL, Social Networking, Customer Service, SSRS, Event Management, Release Management, Marketing Research, Market Research, Marketing Strategy, Event Planning, Social Media Marketing, Social Media, Sales, Advertising, Facebook, PowerPoint, Microsoft Office, Public Relations, Public Speaking, Online Marketing, Time Management, Blogging, Retail, Marketing Management, Fashion, Marketing Communications, Email Marketing, Merchandising, Twitter
Education
University of South Florida 2011 — 2014
Bachelor of Science (B.S.), Marketing
Northwest Florida State College 2010 — 2011
Associate of Arts (AA), General Studies
Brian Meidlinger Brian Meidlinger's Eagle Asset Management Experience April 2014 - Present
Job Regional Vice President at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management April 2014 - Present
Transamerica December 2011 - April 2014
Transamerica January 2010 - December 2011
Merck April 2007 - January 2010
Skills
Defined Benefit, Retirement Plan..., 401k, Relationship Management, Pensions, Financial Services, Mutual Funds, Retirement, Insurance, Defined Contribution, Asset Allocation, Employee Benefits, Sales, QPFC, Investments, Retirement Planning
Education
University of Iowa - Tippie School of Management 2010 — 2013
Master of Business Administration (MBA), MBA - Concentration in Finance
University of Iowa 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Eagle Asset Management April 2014 - Present
Transamerica December 2011 - April 2014
Transamerica January 2010 - December 2011
Merck April 2007 - January 2010
Skills
Defined Benefit, Retirement Plan..., 401k, Relationship Management, Pensions, Financial Services, Mutual Funds, Retirement, Insurance, Defined Contribution, Asset Allocation, Employee Benefits, Sales, QPFC, Investments, Retirement Planning
Education
University of Iowa - Tippie School of Management 2010 — 2013
Master of Business Administration (MBA), MBA - Concentration in Finance
University of Iowa 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance
David Blount David Blount's Eagle Asset Management Experience September 1993 - Present
Job Portfolio Manager at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management September 1993 - Present
Allstate Life Insurance Co. January 1990 - September 1993
Skills
Mutual Funds, Series 7, Asset Management, Equities, Investments, Fixed Income, Alternative Investments, Hedge Funds, Portfolio Management, Financial Services, Asset Allocation, Microsoft Excel, Investment Strategies, Equity Research
Education
University of Florida 1980 — 1983
BSBA, Finance
Eagle Asset Management September 1993 - Present
Allstate Life Insurance Co. January 1990 - September 1993
Skills
Mutual Funds, Series 7, Asset Management, Equities, Investments, Fixed Income, Alternative Investments, Hedge Funds, Portfolio Management, Financial Services, Asset Allocation, Microsoft Excel, Investment Strategies, Equity Research
Education
University of Florida 1980 — 1983
BSBA, Finance
David Dawley David Dawley's Eagle Asset Management Experience December 1996 - April 2002
Job Advisory System Engineer, Experienced IT Manager
Industry Financial Services
Experience
Syniverse Technologies, Inc. September 2013 - October 2014
Raymond James Financial Inc. January 2006 - April 2013
Raymond James Financial Inc. 2003 - 2006
Raymond James Financial Inc. 2002 - 2003
Eagle Asset Management December 1996 - April 2002
Private Networks, Inc. January 1993 - March 1994
Page & Addison, P.C. August 1992 - March 1994
Skills
Informix, Middleware, Non-profits, Program Management, IT Strategy, Web Design, Software Development, Finance, SharePoint, SQL, Requirements Gathering, Process Improvement, Visio, SDLC, Microsoft SQL Server, Unix, Integration, T-SQL, Requirements Analysis, Enterprise Architecture, Database Design, Databases, Testing, Nonprofits, IT Management, Disaster Recovery, Analysis, Software Documentation, Oracle, Management, Software Project..., Project Management, Agile Methodologies, Leadership, Systems Analysis, SOA, Agile Project Management, PMP, Business Analysis, Data Modeling, ITIL, Web Services, Business Process, .NET, Data Warehousing, Vendor Management
Education
United States Military Academy at West Point 1980 — 1982
Syniverse Technologies, Inc. September 2013 - October 2014
Raymond James Financial Inc. January 2006 - April 2013
Raymond James Financial Inc. 2003 - 2006
Raymond James Financial Inc. 2002 - 2003
Eagle Asset Management December 1996 - April 2002
Private Networks, Inc. January 1993 - March 1994
Page & Addison, P.C. August 1992 - March 1994
Skills
Informix, Middleware, Non-profits, Program Management, IT Strategy, Web Design, Software Development, Finance, SharePoint, SQL, Requirements Gathering, Process Improvement, Visio, SDLC, Microsoft SQL Server, Unix, Integration, T-SQL, Requirements Analysis, Enterprise Architecture, Database Design, Databases, Testing, Nonprofits, IT Management, Disaster Recovery, Analysis, Software Documentation, Oracle, Management, Software Project..., Project Management, Agile Methodologies, Leadership, Systems Analysis, SOA, Agile Project Management, PMP, Business Analysis, Data Modeling, ITIL, Web Services, Business Process, .NET, Data Warehousing, Vendor Management
Education
United States Military Academy at West Point 1980 — 1982
Emily Ridgley Emily Ridgley's Eagle Asset Management Experience May 1997 - May 2001
Job English Teacher at Goose Creek High School
Industry Writing and Editing
Experience
Goose Creek High School August 2011 - Present
Select Health of South Carolina May 2006 - September 2007
Eagle Asset Management May 1997 - May 2001
Skills
Teaching, English, Public Speaking, Editing, Research, Teaching Writing, Teaching Reading, Tutoring, Curriculum Design, Curriculum Development, Educational Technology, PowerPoint, Microsoft Office, Social Media, Literature, Customer Service, Creative Writing
Education
College of Charleston 2006 — 2010
B.A., English w/ Minor in Creative Writing
College of Charleston 2006 — 2010
B.S., Secondary Education
Goose Creek High School August 2011 - Present
Select Health of South Carolina May 2006 - September 2007
Eagle Asset Management May 1997 - May 2001
Skills
Teaching, English, Public Speaking, Editing, Research, Teaching Writing, Teaching Reading, Tutoring, Curriculum Design, Curriculum Development, Educational Technology, PowerPoint, Microsoft Office, Social Media, Literature, Customer Service, Creative Writing
Education
College of Charleston 2006 — 2010
B.A., English w/ Minor in Creative Writing
College of Charleston 2006 — 2010
B.S., Secondary Education
Jeff Vancavage, CFA's Eagle Asset Management Experience June 2013 - Present
Job Portfolio Manager at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management June 2013 - Present
Eagle Asset Management June 2001 - May 2013
Raymond James Financial Inc. November 1999 - June 2001
Skills
Equities, Portfolio Management, Investments, Equity Research, Hedge Funds, Real Estate, Asset Management, Series 7, Investment Strategies, Mutual Funds, Investment Management, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 1999 — 2001
MBA
Embry-Riddle Aeronautical University
BS, Aeronautical Science
Eagle Asset Management June 2013 - Present
Eagle Asset Management June 2001 - May 2013
Raymond James Financial Inc. November 1999 - June 2001
Skills
Equities, Portfolio Management, Investments, Equity Research, Hedge Funds, Real Estate, Asset Management, Series 7, Investment Strategies, Mutual Funds, Investment Management, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 1999 — 2001
MBA
Embry-Riddle Aeronautical University
BS, Aeronautical Science
Ben Hammel's Eagle Asset Management Experience June 2010 - Present
Job Regional Vice President at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management June 2010 - Present
Rose Radiology June 2009 - June 2010
Russell Investment Group September 2004 - January 2009
Raymond James 1995 - 2004
Raymond James 1999 - 2001
Skills
Mutual Funds, Cross-functional Team...
Education
University of Central Florida
Bachelor of Science, Marketing
Eagle Asset Management June 2010 - Present
Rose Radiology June 2009 - June 2010
Russell Investment Group September 2004 - January 2009
Raymond James 1995 - 2004
Raymond James 1999 - 2001
Skills
Mutual Funds, Cross-functional Team...
Education
University of Central Florida
Bachelor of Science, Marketing
Carrie Gill Carrie Gill's Eagle Asset Management Experience March 2005 - Present
Job PFO and Treasurer at Eagle Family of Funds
Industry Financial Services
Experience
Eagle Family of Funds May 2011 - Present
Eagle Asset Management March 2005 - Present
MetLife January 2004 - March 2005
Self-Employed April 2003 - November 2003
State Street January 2001 - April 2003
Coneco Environmental 1994 - 1995
Skills
Mutual Funds, Bloomberg, Financial Reporting, Securities, Accounting, Valuation, Fund Accounting, Portfolio Management, Account Reconciliation, Access, General Ledger, Corporate Actions, Analysis, Microsoft Excel, Asset Managment, Budgets, Equities, Asset Management, Financial Statements, Internal Audit
Education
Bridgewater State University 1997 — 2000
BS, Business Management
Stonehill College 1996 — 1997
Pre-Med
Eagle Family of Funds May 2011 - Present
Eagle Asset Management March 2005 - Present
MetLife January 2004 - March 2005
Self-Employed April 2003 - November 2003
State Street January 2001 - April 2003
Coneco Environmental 1994 - 1995
Skills
Mutual Funds, Bloomberg, Financial Reporting, Securities, Accounting, Valuation, Fund Accounting, Portfolio Management, Account Reconciliation, Access, General Ledger, Corporate Actions, Analysis, Microsoft Excel, Asset Managment, Budgets, Equities, Asset Management, Financial Statements, Internal Audit
Education
Bridgewater State University 1997 — 2000
BS, Business Management
Stonehill College 1996 — 1997
Pre-Med
Jordan Lillian, CRPC®'s Eagle Asset Management Experience March 2015 - Present
Job Business Services Liaison at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management March 2015 - Present
Eagle Asset Management November 2012 - March 2015
Raymond James August 2011 - November 2012
Ameriprise Financial December 2007 - August 2011
RiffRaff Culinary Services October 2004 - October 2006
Aston Gardens October 2002 - June 2004
Skills
Investments, Retirement Planning, Mutual Funds, Stocks, Fixed Income, Strategic Financial..., Alternative Investments, Investment Management, CRPC, Compliance, FINRA, Advertising, Social Media, Adobe Acrobat, Thompson One, Morningstar, Series 7, Series 24, FactSet, Portfolio Management, Microsoft Excel, Asset Management, Financial Planning, Uniform Combined State..., Estate Planning, Finance, Investment Strategies, Marketing, Securities
Education
CFA Institute 2013 — 2016
Level 2 Candidate - Chartered Financial Analyst
College for Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor
Florida State University 2003 — 2007
BA, Applied Economics
Eagle Asset Management March 2015 - Present
Eagle Asset Management November 2012 - March 2015
Raymond James August 2011 - November 2012
Ameriprise Financial December 2007 - August 2011
RiffRaff Culinary Services October 2004 - October 2006
Aston Gardens October 2002 - June 2004
Skills
Investments, Retirement Planning, Mutual Funds, Stocks, Fixed Income, Strategic Financial..., Alternative Investments, Investment Management, CRPC, Compliance, FINRA, Advertising, Social Media, Adobe Acrobat, Thompson One, Morningstar, Series 7, Series 24, FactSet, Portfolio Management, Microsoft Excel, Asset Management, Financial Planning, Uniform Combined State..., Estate Planning, Finance, Investment Strategies, Marketing, Securities
Education
CFA Institute 2013 — 2016
Level 2 Candidate - Chartered Financial Analyst
College for Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor
Florida State University 2003 — 2007
BA, Applied Economics
Brian Burgan Brian Burgan's Eagle Asset Management Experience October 1987 - May 1991
Job Money Manager
Industry Investment Management
Experience
Venice High School August 2011 - Present
Silver Thread Investments 2011 - Present
Edward Jones February 2011 - May 2011
Sueno del Mar September 2008 - September 2010
Land Properties Inc June 1996 - September 2008
Silver Thread Investments May 1996 - December 2003
William M Mercer May 1994 - May 1996
Channel Trend May 1991 - May 1994
Eagle Asset Management October 1987 - May 1991
Skills
Investments, Asset Managment, Portfolio Management, Real Estate, Due Diligence, Insurance, Valuation, New Business Development, Sales, Strategic Planning, Business Strategy, Sales Management, Business Planning, Real Estate Transactions, Asset Management, Marketing, Finance, Selling, Business Development, Entrepreneurship, Financial Analysis
Education
Baylor University 1982 — 1986
Bachelor of Business Administration (BBA), Finance and Economics
Venice High School August 2011 - Present
Silver Thread Investments 2011 - Present
Edward Jones February 2011 - May 2011
Sueno del Mar September 2008 - September 2010
Land Properties Inc June 1996 - September 2008
Silver Thread Investments May 1996 - December 2003
William M Mercer May 1994 - May 1996
Channel Trend May 1991 - May 1994
Eagle Asset Management October 1987 - May 1991
Skills
Investments, Asset Managment, Portfolio Management, Real Estate, Due Diligence, Insurance, Valuation, New Business Development, Sales, Strategic Planning, Business Strategy, Sales Management, Business Planning, Real Estate Transactions, Asset Management, Marketing, Finance, Selling, Business Development, Entrepreneurship, Financial Analysis
Education
Baylor University 1982 — 1986
Bachelor of Business Administration (BBA), Finance and Economics
Matt Stuart's Eagle Asset Management Experience January 2015 - Present
Job Senior Institutional Client Portfolio Specialist at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management January 2015 - Present
Eagle Asset Management November 2012 - Present
Transamerica Asset Management April 2012 - November 2012
Raymond James Financial Inc. November 2007 - April 2012
Skills
Series 7, Series 66, Series 24, Asset Allocation, Chartered Financial..., Investment Advisory, Mutual Funds, Portfolio Management, Securities, Series 63, Uniform Combined State..., Wealth Management
Education
CFA Institute
2015 Level III Candidate in the CFA Program
University of Florida 2012 — 2014
Master of Business Administration (MBA)
University of Tampa
Bachelor of Science (BS), Marketing
University of Miami
Eagle Asset Management January 2015 - Present
Eagle Asset Management November 2012 - Present
Transamerica Asset Management April 2012 - November 2012
Raymond James Financial Inc. November 2007 - April 2012
Skills
Series 7, Series 66, Series 24, Asset Allocation, Chartered Financial..., Investment Advisory, Mutual Funds, Portfolio Management, Securities, Series 63, Uniform Combined State..., Wealth Management
Education
CFA Institute
2015 Level III Candidate in the CFA Program
University of Florida 2012 — 2014
Master of Business Administration (MBA)
University of Tampa
Bachelor of Science (BS), Marketing
University of Miami
Melanie Skijus's Eagle Asset Management Experience July 1999 - July 2005
Job Director, Investor Relations at Heritage Property & Casualty Insurance
Industry Financial Services
Experience
Heritage Property & Casualty Insurance June 2015 - Present
Intercontinental Exchange, Inc. August 2010 - February 2015
Jabil August 2005 - July 2010
Eagle Asset Management July 1999 - July 2005
Banc One Investment Advisors April 1996 - June 1999
Skills
Investor Relations, Financial Modeling, Valuation, Mergers & Acquisitions, Equities, Corporate Finance, Financial Analysis, Financial Markets, Bloomberg, Investments, Equity Research, Capital Markets, Hedge Funds, Investment Banking, Due Diligence, Corporate Communications
Education
The Ohio State University 1991 — 1996
BS, Finance
Heritage Property & Casualty Insurance June 2015 - Present
Intercontinental Exchange, Inc. August 2010 - February 2015
Jabil August 2005 - July 2010
Eagle Asset Management July 1999 - July 2005
Banc One Investment Advisors April 1996 - June 1999
Skills
Investor Relations, Financial Modeling, Valuation, Mergers & Acquisitions, Equities, Corporate Finance, Financial Analysis, Financial Markets, Bloomberg, Investments, Equity Research, Capital Markets, Hedge Funds, Investment Banking, Due Diligence, Corporate Communications
Education
The Ohio State University 1991 — 1996
BS, Finance
Enrique Acedo's Eagle Asset Management Experience August 2015 - Present
Job Research Analyst at Eagle Asset Management
Industry Capital Markets
Experience
Eagle Asset Management August 2015 - Present
Raymond James & Associates, Inc July 2011 - Present
BankUnited June 2010 - August 2010
Finconex Servicios S.A. June 2009 - August 2009
Fresh Scentz January 2008 - May 2008
Empresas Polar February 2004 - February 2004
Skills
Financial Modeling, Valuation, Entrepreneurship, Financial Analysis, Economics, Series 7, Series 86, Series 87, Bloomberg, Equity Research, Corporate Finance, Banking, Equities, Capital Markets, Equity Valuation, DCF, Investments, Investment Banking, Market Research, FINRA
Education
Babson College 2007 — 2011
Bachelor of Science in Business Management, Entrepreneurship and Legal Studies
Eagle Asset Management August 2015 - Present
Raymond James & Associates, Inc July 2011 - Present
BankUnited June 2010 - August 2010
Finconex Servicios S.A. June 2009 - August 2009
Fresh Scentz January 2008 - May 2008
Empresas Polar February 2004 - February 2004
Skills
Financial Modeling, Valuation, Entrepreneurship, Financial Analysis, Economics, Series 7, Series 86, Series 87, Bloomberg, Equity Research, Corporate Finance, Banking, Equities, Capital Markets, Equity Valuation, DCF, Investments, Investment Banking, Market Research, FINRA
Education
Babson College 2007 — 2011
Bachelor of Science in Business Management, Entrepreneurship and Legal Studies
Barry Schneirov Barry Schneirov's Eagle Asset Management Experience 1992 - 2000
Job VP at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs October 2004 - Present
Advanced Investment Partners 2000 - 2004
Eagle Asset Management 1992 - 2000
Skills
Hedge Funds, Valuation, Investments, Equities, Derivatives, Securities, Capital Markets, Mergers & Acquisitions, Series 7, Bloomberg, Due Diligence, LBO, Asset Management, Investment Management, Investment Banking, Financial Analysis, Corporate Finance, Private Equity, Equity Research, Corporate Development, Financial Modeling, Alternative Investments, Venture Capital, Risk Management, Emerging Markets, Fixed Income, Portfolio Management, Private Placements, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Duke University 1981 — 1985
BS, Mechanical Engineering and Materials Science
Goldman Sachs October 2004 - Present
Advanced Investment Partners 2000 - 2004
Eagle Asset Management 1992 - 2000
Skills
Hedge Funds, Valuation, Investments, Equities, Derivatives, Securities, Capital Markets, Mergers & Acquisitions, Series 7, Bloomberg, Due Diligence, LBO, Asset Management, Investment Management, Investment Banking, Financial Analysis, Corporate Finance, Private Equity, Equity Research, Corporate Development, Financial Modeling, Alternative Investments, Venture Capital, Risk Management, Emerging Markets, Fixed Income, Portfolio Management, Private Placements, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Duke University 1981 — 1985
BS, Mechanical Engineering and Materials Science
Joe Cuda's Eagle Asset Management Experience July 2015 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
Eagle Asset Management July 2015 - Present
Eagle Asset Management November 2014 - July 2015
St.Louis Cardinals June 2012 - August 2014
Shine Real Estate September 2012 - February 2013
Edward Jones August 2011 - December 2011
Skills
Public Speaking, Leadership, Event Planning, Athletics, Microsoft Office, Baseball, Coaching, Teamwork, Customer Service, Fundraising, PowerPoint, Sales, Teaching, Sports, Sports Coaching
Education
Eckerd College 2008 — 2012
Bachelor's Degree, Business Management (Major), Finance (Minor), Athletic Administration (Concentration)
Canterbury School of Florida
Eagle Asset Management July 2015 - Present
Eagle Asset Management November 2014 - July 2015
St.Louis Cardinals June 2012 - August 2014
Shine Real Estate September 2012 - February 2013
Edward Jones August 2011 - December 2011
Skills
Public Speaking, Leadership, Event Planning, Athletics, Microsoft Office, Baseball, Coaching, Teamwork, Customer Service, Fundraising, PowerPoint, Sales, Teaching, Sports, Sports Coaching
Education
Eckerd College 2008 — 2012
Bachelor's Degree, Business Management (Major), Finance (Minor), Athletic Administration (Concentration)
Canterbury School of Florida
Andrew Briner Andrew Briner's Eagle Asset Management Experience 2004 - 2006
Job Audit and Compliance
Industry Capital Markets
Experience
Westat 2012 - 2014
Alliance for Audited Media 2008 - 2011
Eagle Asset Management 2004 - 2006
Focus Capital 2000 - 2003
Skills
Asset Managment, Analysis, Finance, Financial Analysis, Asset Management, Financial Modeling, Internal Audit
Education
St. Cloud State University
B.S., Economics
Westat 2012 - 2014
Alliance for Audited Media 2008 - 2011
Eagle Asset Management 2004 - 2006
Focus Capital 2000 - 2003
Skills
Asset Managment, Analysis, Finance, Financial Analysis, Asset Management, Financial Modeling, Internal Audit
Education
St. Cloud State University
B.S., Economics
Kevin Holleron Kevin Holleron's Eagle Asset Management Experience December 2010 - November 2012
Job MidAtlantic Regional Sales Director Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners December 2012 - Present
Eagle Asset Management December 2010 - November 2012
SunAmerica Asset Management February 2010 - December 2010
Van Kampen Investments August 2002 - January 2009
Invesco Aim February 1997 - August 2002
Invesco Aim February 1996 - February 1997
Skills
Alternative Investments, BDCs, Investments, Mutual Funds, Asset Allocation, Asset Management, Separately Managed..., Financial Services, Financial Advisory, Business Acumen, Financial Markets, Retirement Planning, Series 7, Series 63
Education
Texas Tech University - Rawls College of Business 1990 — 1994
BBA, Finance
Stratford Senior High 1987 — 1989
Diploma, General
Franklin Square Capital Partners December 2012 - Present
Eagle Asset Management December 2010 - November 2012
SunAmerica Asset Management February 2010 - December 2010
Van Kampen Investments August 2002 - January 2009
Invesco Aim February 1997 - August 2002
Invesco Aim February 1996 - February 1997
Skills
Alternative Investments, BDCs, Investments, Mutual Funds, Asset Allocation, Asset Management, Separately Managed..., Financial Services, Financial Advisory, Business Acumen, Financial Markets, Retirement Planning, Series 7, Series 63
Education
Texas Tech University - Rawls College of Business 1990 — 1994
BBA, Finance
Stratford Senior High 1987 — 1989
Diploma, General
Calvin E. Chung, CFA Calvin E. Chung, CFA's Eagle Asset Management Experience July 1997 - December 1999
Job Relationship Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors February 2015 - Present
TIAA-CREF June 2012 - November 2014
Solaris Asset Management June 2008 - May 2011
Rock Crest Capital LLC March 2007 - April 2008
Credit Suisse Asset Management January 2000 - December 2006
Warburg Pincus 2000 - 2000
Eagle Asset Management July 1997 - December 1999
Skills
Equities, Portfolio Management, Investments
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance
Brandeis University 1984 — 1988
B.A., Economics
Lenox Advisors February 2015 - Present
TIAA-CREF June 2012 - November 2014
Solaris Asset Management June 2008 - May 2011
Rock Crest Capital LLC March 2007 - April 2008
Credit Suisse Asset Management January 2000 - December 2006
Warburg Pincus 2000 - 2000
Eagle Asset Management July 1997 - December 1999
Skills
Equities, Portfolio Management, Investments
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance
Brandeis University 1984 — 1988
B.A., Economics
Nate McCurdy Nate McCurdy's Eagle Asset Management Experience July 2015 - Present
Job Regional Vice President at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management July 2015 - Present
Eagle Asset Management July 2012 - Present
DDMP Investment Advisors May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Social Media, Customer Service, Public Speaking, HTML, Event Planning, Financial Analysis, Data Analysis, Mutual Funds, Asset Allocation, Series 7
Education
James Madison University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Eagle Asset Management July 2015 - Present
Eagle Asset Management July 2012 - Present
DDMP Investment Advisors May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Social Media, Customer Service, Public Speaking, HTML, Event Planning, Financial Analysis, Data Analysis, Mutual Funds, Asset Allocation, Series 7
Education
James Madison University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Crystal Smith's Eagle Asset Management Experience October 2014 - Present
Job Internal Wholesaler at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management October 2014 - Present
Eagle Asset Management July 2013 - September 2014
Florida State Board of Administration May 2012 - May 2013
Aero Services LLC January 2009 - May 2013
Delta Gamma Fraternity October 2011 - 2013
Skills
Financial Modeling, Investments, Financial Analysis, Due Diligence, Finance, Private Equity, Microsoft Excel, MS Excel Pivot Tables, Series 7, Equities, Leadership, Securities, Sales, Asset Management, Mutual Funds, Financial Services
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Pine Crest Prepatory 2005 — 2009
High School Degree
Eagle Asset Management October 2014 - Present
Eagle Asset Management July 2013 - September 2014
Florida State Board of Administration May 2012 - May 2013
Aero Services LLC January 2009 - May 2013
Delta Gamma Fraternity October 2011 - 2013
Skills
Financial Modeling, Investments, Financial Analysis, Due Diligence, Finance, Private Equity, Microsoft Excel, MS Excel Pivot Tables, Series 7, Equities, Leadership, Securities, Sales, Asset Management, Mutual Funds, Financial Services
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Pine Crest Prepatory 2005 — 2009
High School Degree
Chuck Downs's Eagle Asset Management Experience 1995 - 2000
Job Senior Marketing Exec. Brand nerd. Cartoonist. Twobit piano player. Soccer nut.
Industry Marketing and Advertising
Experience
Cox Target Media May 2015 - Present
Cox Target Media November 2012 - May 2015
Lifestyle Family Fitness October 2009 - August 2012
Tech Data 2005 - 2009
LEAP Software, Inc. 2004 - 2005
Right Brain Ideas 2000 - 2004
Eagle Asset Management 1995 - 2000
Pinellas County Education Foundation 1993 - 1995
Skills
Brand Development, Brand Architecture, Corporate Branding, Creative Direction, Creative Strategy, Creative Services, Marketing, Advertising, Social Media, Traditional Media, Corporate Communications, Event Management, Financial Management, Public Relations, Marketing Communications, Internal Communications, Retail, B2B Marketing, B2C marketing, Agency Relations, Marketing Strategy, B2B, Direct Marketing, Email Marketing, Managerial Finance, Strategic Planning, Entrepreneurship, Media Relations, Social Media Marketing, Leadership, Management, Direct Mail, Market Planning, Lead Generation, Sales, Event Planning, Integrated Marketing, Digital Marketing, Online Marketing, Brand Awareness, Online Advertising, Product Marketing, Copywriting, Brand Management
Education
Milligan College 1988 — 1992
BA, Mass Communications
St. Pete High School
Cox Target Media May 2015 - Present
Cox Target Media November 2012 - May 2015
Lifestyle Family Fitness October 2009 - August 2012
Tech Data 2005 - 2009
LEAP Software, Inc. 2004 - 2005
Right Brain Ideas 2000 - 2004
Eagle Asset Management 1995 - 2000
Pinellas County Education Foundation 1993 - 1995
Skills
Brand Development, Brand Architecture, Corporate Branding, Creative Direction, Creative Strategy, Creative Services, Marketing, Advertising, Social Media, Traditional Media, Corporate Communications, Event Management, Financial Management, Public Relations, Marketing Communications, Internal Communications, Retail, B2B Marketing, B2C marketing, Agency Relations, Marketing Strategy, B2B, Direct Marketing, Email Marketing, Managerial Finance, Strategic Planning, Entrepreneurship, Media Relations, Social Media Marketing, Leadership, Management, Direct Mail, Market Planning, Lead Generation, Sales, Event Planning, Integrated Marketing, Digital Marketing, Online Marketing, Brand Awareness, Online Advertising, Product Marketing, Copywriting, Brand Management
Education
Milligan College 1988 — 1992
BA, Mass Communications
St. Pete High School
Shane Coley, CFP® Shane Coley, CFP®'s Eagle Asset Management Experience September 2013 - July 2015
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
Delaware Investments July 2015 - Present
Eagle Asset Management September 2013 - July 2015
Raymond James Financial Services, Inc. 2009 - August 2013
Raymond James Insurance Group 2008 - 2009
Protective Life 2007 - 2008
Skills
Certified Financial..., FINRA, Series 24, Series 7, Series 63, Securities, Mutual Funds, Series 65, Fixed Annuities, Uniform Combined State..., Insurance, 401k, Retirement, Investment Advisory, Retirement Planning
Education
University of Florida 2013 — 2015
Master of Business Administration (MBA)
Indiana University Bloomington
Bachelor's degree, General Studies
Indiana State University
Communication, General
Delaware Investments July 2015 - Present
Eagle Asset Management September 2013 - July 2015
Raymond James Financial Services, Inc. 2009 - August 2013
Raymond James Insurance Group 2008 - 2009
Protective Life 2007 - 2008
Skills
Certified Financial..., FINRA, Series 24, Series 7, Series 63, Securities, Mutual Funds, Series 65, Fixed Annuities, Uniform Combined State..., Insurance, 401k, Retirement, Investment Advisory, Retirement Planning
Education
University of Florida 2013 — 2015
Master of Business Administration (MBA)
Indiana University Bloomington
Bachelor's degree, General Studies
Indiana State University
Communication, General
Jeremy Massullo's Eagle Asset Management Experience August 2014 - Present
Job Trading Support Associate at Eagle Asset Management
Industry Higher Education
Experience
Eagle Asset Management August 2014 - Present
Rollins College Bookstore August 2012 - October 2013
Thompson Global June 2013 - August 2013
Skills
Research, PowerPoint, Public Speaking, Microsoft Office, Higher Education, Social Media, Microsoft Word, Microsoft Excel, Facebook, Event Planning, Teaching, SPSS, Teamwork, Editing, Photoshop
Education
Rollins College 2011 — 2013
Bachelor of Arts (B.A.), Histroy
University of Central Florida 2009 — 2011
Eagle Asset Management August 2014 - Present
Rollins College Bookstore August 2012 - October 2013
Thompson Global June 2013 - August 2013
Skills
Research, PowerPoint, Public Speaking, Microsoft Office, Higher Education, Social Media, Microsoft Word, Microsoft Excel, Facebook, Event Planning, Teaching, SPSS, Teamwork, Editing, Photoshop
Education
Rollins College 2011 — 2013
Bachelor of Arts (B.A.), Histroy
University of Central Florida 2009 — 2011
Tom Mulligan, CFA Tom Mulligan, CFA's Eagle Asset Management Experience May 2003 - April 2007
Job Director, Product Management and RFP at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners November 2014 - Present
Brandes Investment Partners February 2014 - November 2014
Investment Management April 2013 - February 2014
Allianz Global Investors January 2008 - April 2013
Raymond James Asset Management Services April 2007 - January 2008
Eagle Asset Management May 2003 - April 2007
Eagle Asset Management March 2000 - June 2003
Eagle Asset Management June 1998 - March 2000
Raymond James Financial Inc. June 1997 - August 1997
Prudential Securities May 1994 - August 1996
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Marketing, Leadership, Asset Allocation, Investment Management, Management, Analysis, Series 7, Equities, Financial Services, CRM, Asset Managment, Fixed Income, Relationship Management, Series 63, Series 65
Education
University of Florida - Warrington College Of Business 1996 — 1998
MBA, Security Analysis, Finance
University of Florida 1987 — 1991
BSBA, Finance
Archbishop Curley-Notre Dame 1983 — 1987
Brandes Investment Partners November 2014 - Present
Brandes Investment Partners February 2014 - November 2014
Investment Management April 2013 - February 2014
Allianz Global Investors January 2008 - April 2013
Raymond James Asset Management Services April 2007 - January 2008
Eagle Asset Management May 2003 - April 2007
Eagle Asset Management March 2000 - June 2003
Eagle Asset Management June 1998 - March 2000
Raymond James Financial Inc. June 1997 - August 1997
Prudential Securities May 1994 - August 1996
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Marketing, Leadership, Asset Allocation, Investment Management, Management, Analysis, Series 7, Equities, Financial Services, CRM, Asset Managment, Fixed Income, Relationship Management, Series 63, Series 65
Education
University of Florida - Warrington College Of Business 1996 — 1998
MBA, Security Analysis, Finance
University of Florida 1987 — 1991
BSBA, Finance
Archbishop Curley-Notre Dame 1983 — 1987
Kathryn Burruss Kathryn Burruss's Eagle Asset Management Experience May 2015 - Present
Job Retail Portfolio Specialist at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management May 2015 - Present
Goldman Sachs October 2013 - March 2015
HappiLabs.org June 2013 - August 2013
Goldman Sachs - PRO Unlimited contract April 2012 - August 2012
Slow Research October 2011 - February 2012
Treehouse – Giving Foster Kids a Childhood and a Future September 2010 - June 2011
Seattle University September 2010 - June 2011
USAID January 2010 - April 2010
Skills
Research, Policy Analysis, Data Analysis, Econometrics, Microsoft Office, SPSS, International..., Microsoft Excel, Nonprofits, International Political..., LaTeX, Program Management, International Relations, Spanish-speaking, Microsoft Exchange, R, Spanish, JMP, Public Speaking, Series 7
Education
University of Chicago 2012 — 2013
Master of Arts (M.A.), International Relations
Universidad Sergio Arboleda 2011 — 2012
Spanish Language Program for Foreigners
Seattle University 2007 — 2011
Bachelor of Arts (B.A.), Economics, specialization in International Economic Development, Magna cum laude, 3.84 GPA
Eagle Asset Management May 2015 - Present
Goldman Sachs October 2013 - March 2015
HappiLabs.org June 2013 - August 2013
Goldman Sachs - PRO Unlimited contract April 2012 - August 2012
Slow Research October 2011 - February 2012
Treehouse – Giving Foster Kids a Childhood and a Future September 2010 - June 2011
Seattle University September 2010 - June 2011
USAID January 2010 - April 2010
Skills
Research, Policy Analysis, Data Analysis, Econometrics, Microsoft Office, SPSS, International..., Microsoft Excel, Nonprofits, International Political..., LaTeX, Program Management, International Relations, Spanish-speaking, Microsoft Exchange, R, Spanish, JMP, Public Speaking, Series 7
Education
University of Chicago 2012 — 2013
Master of Arts (M.A.), International Relations
Universidad Sergio Arboleda 2011 — 2012
Spanish Language Program for Foreigners
Seattle University 2007 — 2011
Bachelor of Arts (B.A.), Economics, specialization in International Economic Development, Magna cum laude, 3.84 GPA
Steven Kirschbaum Steven Kirschbaum's Eagle Asset Management Experience 1988 - 1989
Job Social media
Industry Online Media
Experience
Self Employed 1987 - 1995
Eagle Asset Management 1988 - 1989
US Navy May 1986 - April 1987
Skills
Microsoft Office, Management, Customer Service, Project Management, Microsoft Excel, Strategic Planning, Research, Leadership, Sales, Microsoft Word, Advertising, Communication, Public Speaking, Program Management, Government, Data Analysis, Social Networking, Interviews, Security, Training
Education
Boca Ciega High School 1978 — 1982
Biology/Biological Sciences, General
St. Petersburg College
Business Administration and Management, General
University of South Florida
Communications, 13
Self Employed 1987 - 1995
Eagle Asset Management 1988 - 1989
US Navy May 1986 - April 1987
Skills
Microsoft Office, Management, Customer Service, Project Management, Microsoft Excel, Strategic Planning, Research, Leadership, Sales, Microsoft Word, Advertising, Communication, Public Speaking, Program Management, Government, Data Analysis, Social Networking, Interviews, Security, Training
Education
Boca Ciega High School 1978 — 1982
Biology/Biological Sciences, General
St. Petersburg College
Business Administration and Management, General
University of South Florida
Communications, 13
Chad Uber Chad Uber's Eagle Asset Management Experience January 1999 - December 1999
Job Software Developer In Test At Phreesia
Industry Computer Software
Experience
Phreesia January 2014 - Present
EmpowerID February 2013 - January 2014
Vertex Inc June 2008 - February 2013
Sterling Research Group June 2007 - April 2008
Sunbelt Software April 2006 - June 2007
MIVA February 2005 - April 2006
AnyDoc Software October 2004 - February 2005
Advent Software January 2000 - October 2004
Eagle Asset Management January 1999 - December 1999
Skills
Java, C#, Testing, SilkTest, Release Management, QTP, Test Automation, Quality Center, Selenium, SQL Server, Manual Testing, SQL, Test Planning, Test Management, Visual Studio, Regression Testing, Test Cases, ISTQB, Defect Tracking, Quality Assurance, Microsoft SQL Server, XML, Software Documentation, Unix, Web Applications, Software Development, SDLC, Visual Basic, .NET, VBScript, IIS, Agile Methodologies, Software Quality..., User Acceptance Testing, Automation, Performance Testing, JIRA, Integration Testing, Scrum, System Testing, Enterprise Software
Education
University of Florida 1994 — 1998
Bachleors, Business, Communications
University of Florida - Warrington College of Business Administration 1994 — 1998
St. Petersburg College
NA, Computer Programming
Phreesia January 2014 - Present
EmpowerID February 2013 - January 2014
Vertex Inc June 2008 - February 2013
Sterling Research Group June 2007 - April 2008
Sunbelt Software April 2006 - June 2007
MIVA February 2005 - April 2006
AnyDoc Software October 2004 - February 2005
Advent Software January 2000 - October 2004
Eagle Asset Management January 1999 - December 1999
Skills
Java, C#, Testing, SilkTest, Release Management, QTP, Test Automation, Quality Center, Selenium, SQL Server, Manual Testing, SQL, Test Planning, Test Management, Visual Studio, Regression Testing, Test Cases, ISTQB, Defect Tracking, Quality Assurance, Microsoft SQL Server, XML, Software Documentation, Unix, Web Applications, Software Development, SDLC, Visual Basic, .NET, VBScript, IIS, Agile Methodologies, Software Quality..., User Acceptance Testing, Automation, Performance Testing, JIRA, Integration Testing, Scrum, System Testing, Enterprise Software
Education
University of Florida 1994 — 1998
Bachleors, Business, Communications
University of Florida - Warrington College of Business Administration 1994 — 1998
St. Petersburg College
NA, Computer Programming
Kyle Knopik's Eagle Asset Management Experience May 2013 - August 2013
Job Analyst at Blue Springs Capital Partners
Industry Venture Capital & Private Equity
Experience
Blue Springs Capital Partners January 2014 - Present
Eagle Asset Management May 2013 - August 2013
Skills
Leadership, Investments, Mutual Funds, Asset Management, Portfolio Management, Finance, Analysis, Private Equity, LBO, Due Diligence, Valuation, Equity Research, Bloomberg, Strategy, Marketing, Financial Analysis, Financial Modeling, Mergers, Budgets, Strategic Financial..., Market Research
Education
University of Central Florida 2011 — 2015
BSBA, Finance - Investments
University of Central Florida 2011 — 2015
BSBA, Economics
Jesuit High School 2007 — 2011
Summa Cum Laude
Blue Springs Capital Partners January 2014 - Present
Eagle Asset Management May 2013 - August 2013
Skills
Leadership, Investments, Mutual Funds, Asset Management, Portfolio Management, Finance, Analysis, Private Equity, LBO, Due Diligence, Valuation, Equity Research, Bloomberg, Strategy, Marketing, Financial Analysis, Financial Modeling, Mergers, Budgets, Strategic Financial..., Market Research
Education
University of Central Florida 2011 — 2015
BSBA, Finance - Investments
University of Central Florida 2011 — 2015
BSBA, Economics
Jesuit High School 2007 — 2011
Summa Cum Laude
Chuck Schwartz Chuck Schwartz's Eagle Asset Management Experience August 2012 - Present
Job Portfolio Manager at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management August 2012 - Present
Sentinel Investments September 2004 - July 2012
Sentinel Investments September 1996 - September 2004
Education
University of Louisville 1987 — 1989
Master of Business Administration (MBA), Business Administration and Management, General
University of Colorado at Boulder 1982 — 1985
Bachelor of Science (BS), Engineering
Eagle Asset Management August 2012 - Present
Sentinel Investments September 2004 - July 2012
Sentinel Investments September 1996 - September 2004
Education
University of Louisville 1987 — 1989
Master of Business Administration (MBA), Business Administration and Management, General
University of Colorado at Boulder 1982 — 1985
Bachelor of Science (BS), Engineering
Trellanee Moore-Adderley Trellanee Moore-Adderley's Eagle Asset Management Experience 1996 - 1999
Job Experienced Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2015 - Present
Ameritas July 2013 - February 2015
Merrill Lynch August 2011 - April 2013
The Ritz-Carlton Abaco Club 2009 - 2010
SunTrust Banks, Inc 2003 - 2006
ING Investment Management 2000 - 2003
Eagle Asset Management 1996 - 1999
Franklin Templeton Investments 1996 - 1996
Skills
Retirement Planning, Education Planning, Risk Management, Insurance Strategies, Financial Planning, Business Strategies
Education
Barry University 1993 — 1995
MBA, Finance
University of Florida 1988 — 1992
BSBA, Finance
AXA Advisors February 2015 - Present
Ameritas July 2013 - February 2015
Merrill Lynch August 2011 - April 2013
The Ritz-Carlton Abaco Club 2009 - 2010
SunTrust Banks, Inc 2003 - 2006
ING Investment Management 2000 - 2003
Eagle Asset Management 1996 - 1999
Franklin Templeton Investments 1996 - 1996
Skills
Retirement Planning, Education Planning, Risk Management, Insurance Strategies, Financial Planning, Business Strategies
Education
Barry University 1993 — 1995
MBA, Finance
University of Florida 1988 — 1992
BSBA, Finance
Bridget Pastore's Eagle Asset Management Experience February 2013 - Present
Job Senior Marketing Manager at Eagle Asset Management
Industry Market Research
Experience
Eagle Asset Management February 2013 - Present
Examiner.com February 2010 - Present
Bright House Networks June 2011 - January 2013
Federated Investors January 2009 - January 2011
Federated Investors February 2008 - January 2009
Federated Investors March 2006 - January 2008
Cole Haan 2005 - 2006
Skills
Program Management, Event Management, Fundraising, Online Advertising, Marketing, Marketing Strategy, Integrated Marketing, Writing, Investments, Email Marketing, Financial Analysis, Data Analysis, Asset Management, Customer Retention, Brand Development
Education
Art Institute of Pittsburgh 2002 — 2004
Associates, Graphic Design
Boston College 1997 — 2001
BA, Communications
Shady Side Academy 1993 — 1997
Diploma, Arts and Science
Winchester Thurston 1989 — 1993
Eagle Asset Management February 2013 - Present
Examiner.com February 2010 - Present
Bright House Networks June 2011 - January 2013
Federated Investors January 2009 - January 2011
Federated Investors February 2008 - January 2009
Federated Investors March 2006 - January 2008
Cole Haan 2005 - 2006
Skills
Program Management, Event Management, Fundraising, Online Advertising, Marketing, Marketing Strategy, Integrated Marketing, Writing, Investments, Email Marketing, Financial Analysis, Data Analysis, Asset Management, Customer Retention, Brand Development
Education
Art Institute of Pittsburgh 2002 — 2004
Associates, Graphic Design
Boston College 1997 — 2001
BA, Communications
Shady Side Academy 1993 — 1997
Diploma, Arts and Science
Winchester Thurston 1989 — 1993
Matthew Spitznagle Matthew Spitznagle's Eagle Asset Management Experience August 2012 - Present
Job Equity Analyst at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management August 2012 - Present
Sentinel Investments September 2005 - July 2012
Northern Trust 1998 - 2005
American Re Asset Management 1998 - 1998
International Insurance Company 1995 - 1998
American National Bank 1993 - 1995
MetLife 1991 - 1993
Skills
Equity Research, Equities, Investment Strategies, Investments, Asset Managment, Bloomberg, Equity Valuation, Investment Management, Portfolio Management, Mutual Funds, Securities, Value Investing, Financial Modeling, Wealth Management, Valuation
Education
Northern Illinois University 1993 — 1995
MBA, Investments
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Finance
Wheaton Central High School 1984 — 1987
Eagle Asset Management August 2012 - Present
Sentinel Investments September 2005 - July 2012
Northern Trust 1998 - 2005
American Re Asset Management 1998 - 1998
International Insurance Company 1995 - 1998
American National Bank 1993 - 1995
MetLife 1991 - 1993
Skills
Equity Research, Equities, Investment Strategies, Investments, Asset Managment, Bloomberg, Equity Valuation, Investment Management, Portfolio Management, Mutual Funds, Securities, Value Investing, Financial Modeling, Wealth Management, Valuation
Education
Northern Illinois University 1993 — 1995
MBA, Investments
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Finance
Wheaton Central High School 1984 — 1987
Anna Winters Anna Winters's Eagle Asset Management Experience December 2003 - October 2005
Job Marketing Director at Catylist
Industry Marketing and Advertising
Experience
Catylist 2013 - Present
Catylist 2008 - 2011
Sperry Van Ness Institutional October 2005 - June 2008
Eagle Asset Management December 2003 - October 2005
Skills
Marketing, Strategic Planning, Marketing Strategy
Education
University of South Florida - College of Business Administration 2001 — 2003
MBA
Florida State University 1997 — 2001
BA, English
Catylist 2013 - Present
Catylist 2008 - 2011
Sperry Van Ness Institutional October 2005 - June 2008
Eagle Asset Management December 2003 - October 2005
Skills
Marketing, Strategic Planning, Marketing Strategy
Education
University of South Florida - College of Business Administration 2001 — 2003
MBA
Florida State University 1997 — 2001
BA, English
Ron Zimmer Ron Zimmer's Eagle Asset Management Experience May 2005 - December 2006
Job Global Fund Analytics at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2011 - Present
Raymond James December 2006 - January 2011
Eagle Asset Management May 2005 - December 2006
Merrill Lynch August 2004 - January 2005
Skills
Series 7, Series 66, Series 24, Mutual Funds, Series 63, Series 65, Offshore Funds, 529 Plans, Uniform Combined State...
Education
Florida Gulf Coast University 2010 — 2012
MBA, Management
University of South Florida 2001 — 2005
Bachelors, Finance
Franklin Templeton Investments January 2011 - Present
Raymond James December 2006 - January 2011
Eagle Asset Management May 2005 - December 2006
Merrill Lynch August 2004 - January 2005
Skills
Series 7, Series 66, Series 24, Mutual Funds, Series 63, Series 65, Offshore Funds, 529 Plans, Uniform Combined State...
Education
Florida Gulf Coast University 2010 — 2012
MBA, Management
University of South Florida 2001 — 2005
Bachelors, Finance
Russell Skibicki Russell Skibicki's Eagle Asset Management Experience October 2014 - Present
Job Senior Internal Wholesaler at Eagle Asset Management
Industry International Trade and Development
Experience
Eagle Asset Management October 2014 - Present
Eagle Asset Management March 2012 - September 2014
International Carbon Bank and Exchange May 2010 - August 2010
Europe Economics October 2009 - December 2009
Skills
Mutual Funds, Microsoft Office, Sales, Finance, Strategic Planning, Cold Calling, Marketing, Customer Service, Equities, Fixed Income, Separately Managed..., Polish, Asset Allocation
Education
University of Florida - Hough Graduate School of Business 2010 — 2011
Master of Arts, International Business
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor, General Business, (Specialization - Europe Union)
Eagle Asset Management October 2014 - Present
Eagle Asset Management March 2012 - September 2014
International Carbon Bank and Exchange May 2010 - August 2010
Europe Economics October 2009 - December 2009
Skills
Mutual Funds, Microsoft Office, Sales, Finance, Strategic Planning, Cold Calling, Marketing, Customer Service, Equities, Fixed Income, Separately Managed..., Polish, Asset Allocation
Education
University of Florida - Hough Graduate School of Business 2010 — 2011
Master of Arts, International Business
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor, General Business, (Specialization - Europe Union)
Alexandria White, CFA's Eagle Asset Management Experience June 2008 - June 2015
Job MBA Candidate of 2017 at Kellogg School of Management
Industry Investment Management
Experience
Eagle Asset Management June 2008 - June 2015
Raymond James January 2007 - May 2008
Skills
Fixed Income, Mutual Funds, Securities, Asset Management, Bloomberg, Portfolio Management, Alternative Investments, Investment Strategies, Equities, Investments, Financial Modeling, Valuation, Professional..., Leadership, Leadership Development, Fundraising, Event Management, Credit Analysis, Financial Statement..., Municipal Bonds, Separately Managed..., Financial Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
State University of New York at Stony Brook
B.S., Business Management
Eagle Asset Management June 2008 - June 2015
Raymond James January 2007 - May 2008
Skills
Fixed Income, Mutual Funds, Securities, Asset Management, Bloomberg, Portfolio Management, Alternative Investments, Investment Strategies, Equities, Investments, Financial Modeling, Valuation, Professional..., Leadership, Leadership Development, Fundraising, Event Management, Credit Analysis, Financial Statement..., Municipal Bonds, Separately Managed..., Financial Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
State University of New York at Stony Brook
B.S., Business Management
Mary Howell Mary Howell's Eagle Asset Management Experience February 2011 - Present
Job Institutional Client Portfolio Specialist
Industry Investment Management
Experience
LA Fitness June 2013 - Present
Eagle Asset Management February 2011 - Present
Eagle Asset Management February 2011 - Present
Raymond James Financial, Inc August 1999 - Present
Eagle Asset Management May 2004 - February 2011
Eagle Asset Management May 2004 - January 2011
Heritage Asset Management May 2000 - May 2004
Heritage Asset Management May 2000 - May 2004
Raymond James and Associates August 1999 - May 2000
Skills
Mutual Funds, Investment Strategies, Finance, Portfolio Management, Asset Management, Investment Management, Marketing, Securities, Investments, Financial Services, Asset Allocation, Series 63
Education
University of Tampa 2002 — 2004
MBA, Finance
University of Tampa
Master of Business Administration, Finance
University of Central Florida 1994 — 1998
BA, Psychology, Business Minor
University of Central Florida
Bachelor of Arts, Psychology
Highland Park
Highland Park
University of Pennsylvania - The Wharton School
CIMA Designation, Certified Investment Management Analyst
LA Fitness June 2013 - Present
Eagle Asset Management February 2011 - Present
Eagle Asset Management February 2011 - Present
Raymond James Financial, Inc August 1999 - Present
Eagle Asset Management May 2004 - February 2011
Eagle Asset Management May 2004 - January 2011
Heritage Asset Management May 2000 - May 2004
Heritage Asset Management May 2000 - May 2004
Raymond James and Associates August 1999 - May 2000
Skills
Mutual Funds, Investment Strategies, Finance, Portfolio Management, Asset Management, Investment Management, Marketing, Securities, Investments, Financial Services, Asset Allocation, Series 63
Education
University of Tampa 2002 — 2004
MBA, Finance
University of Tampa
Master of Business Administration, Finance
University of Central Florida 1994 — 1998
BA, Psychology, Business Minor
University of Central Florida
Bachelor of Arts, Psychology
Highland Park
Highland Park
University of Pennsylvania - The Wharton School
CIMA Designation, Certified Investment Management Analyst
Graham Rigby's Eagle Asset Management Experience January 2015 - Present
Job Retail Portfolio Specialist for Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management January 2015 - Present
Raymond James Financial Inc. July 2013 - January 2015
Walt Disney World July 2012 - July 2013
Quantum Leap Advertising January 2013 - April 2013
Wild Waters Waterpark May 2011 - August 2011
Ridgecrest Summer Camps June 2008 - August 2010
Skills
Social Media Marketing, Facebook, SEO, Marketing Communications, PowerPoint, Public Relations, Social Media, Leadership, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Blogging, Microsoft Office, Training, Social Networking, Event Planning, Advertising
Education
University of Central Florida 2009 — 2013
Interpersonal and Organizational Communication, Senior
Eagle Asset Management January 2015 - Present
Raymond James Financial Inc. July 2013 - January 2015
Walt Disney World July 2012 - July 2013
Quantum Leap Advertising January 2013 - April 2013
Wild Waters Waterpark May 2011 - August 2011
Ridgecrest Summer Camps June 2008 - August 2010
Skills
Social Media Marketing, Facebook, SEO, Marketing Communications, PowerPoint, Public Relations, Social Media, Leadership, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Blogging, Microsoft Office, Training, Social Networking, Event Planning, Advertising
Education
University of Central Florida 2009 — 2013
Interpersonal and Organizational Communication, Senior
Matt Morice Matt Morice's Eagle Asset Management Experience September 2001 - November 2007
Job Partner at Cumberland Partners
Industry Investment Management
Experience
Cumberland Partners February 2010 - Present
Rothschild Asset Management December 2007 - February 2009
Eagle Asset Management September 2001 - November 2007
Consulting Services Group 1990 - 2001
Education
The University of Memphis 1984 — 1988
Cumberland Partners February 2010 - Present
Rothschild Asset Management December 2007 - February 2009
Eagle Asset Management September 2001 - November 2007
Consulting Services Group 1990 - 2001
Education
The University of Memphis 1984 — 1988
Brad Blanton Brad Blanton's Eagle Asset Management Experience December 1998 - June 2004
Job Senior Regional Vice President at Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US May 2010 - Present
RiverSource Distributors December 2005 - April 2010
Integrity Funds Distributor December 2004 - December 2005
American Express Financial Advisors June 2004 - December 2004
Eagle Asset Management December 1998 - June 2004
Heritage Asset Management October 1993 - January 1998
Eagle Asset Management June 1991 - October 1993
Skills
Series 7 and Series 66..., Formally trained in..., Portfolio Management, Series 7, Series 65, Fixed Income, Mutual Funds, ETFs, Fund Accounting, Business Development, Asset Allocation, Financial Advisory, Investments, Alternative Investments, Separately Managed..., Uniform Combined State..., Series 63, Series 24, Investment Strategies, Securities, Investment Management
Education
Auburn University 1989 — 1993
Bachelor of Science in Business Administration, Finance
Columbia Threadneedle Investments, US May 2010 - Present
RiverSource Distributors December 2005 - April 2010
Integrity Funds Distributor December 2004 - December 2005
American Express Financial Advisors June 2004 - December 2004
Eagle Asset Management December 1998 - June 2004
Heritage Asset Management October 1993 - January 1998
Eagle Asset Management June 1991 - October 1993
Skills
Series 7 and Series 66..., Formally trained in..., Portfolio Management, Series 7, Series 65, Fixed Income, Mutual Funds, ETFs, Fund Accounting, Business Development, Asset Allocation, Financial Advisory, Investments, Alternative Investments, Separately Managed..., Uniform Combined State..., Series 63, Series 24, Investment Strategies, Securities, Investment Management
Education
Auburn University 1989 — 1993
Bachelor of Science in Business Administration, Finance
Damian Sousa's Eagle Asset Management Experience 2002 - Present
Job Chief Compliance Officer at Eagle Asset Mgt
Industry Investment Management
Experience
Eagle Asset Mgt August 2002 - Present
Eagle Boston Investment Management 2002 - Present
Eagle Asset Management 2002 - Present
Skills
FINRA, Series 24, Securities, Mutual Funds, Series 7, Alternative Investments, Hedge Funds, Series 63, Asset Management, Investment Advisory, Equities, CIPM, CIA, CFE, Series 65, ETFs, Internal Audit, Financial Services, Investments
Education
Salem State College 1989 — 1993
Master of Business Administration (MBA)
Saint Leo University 1983 — 1984
BA, Business Management
Eagle Asset Mgt August 2002 - Present
Eagle Boston Investment Management 2002 - Present
Eagle Asset Management 2002 - Present
Skills
FINRA, Series 24, Securities, Mutual Funds, Series 7, Alternative Investments, Hedge Funds, Series 63, Asset Management, Investment Advisory, Equities, CIPM, CIA, CFE, Series 65, ETFs, Internal Audit, Financial Services, Investments
Education
Salem State College 1989 — 1993
Master of Business Administration (MBA)
Saint Leo University 1983 — 1984
BA, Business Management
Sam Joseph's Eagle Asset Management Experience September 1997 - December 2001
Job Leadership Advisor and Professional Technologist
Industry Information Technology and Services
Experience
The Research Board May 2015 - Present
Gartner, Inc. July 2007 - May 2015
Raymond James & Associates November 2006 - July 2007
Raymond James & Associates January 2002 - October 2006
Eagle Asset Management September 1997 - December 2001
Perot Systems, Inc. 1994 - September 1997
Technical Resource Connection 1995 - 1997
Cincinnati Bell Information Systems (CBIS) 1989 - 1994
Intergraph 1985 - 1989
Skills
Business Analysis, Enterprise Architecture, IT Strategy, Enterprise Software, SOA, IT Management, IT Operations, CRM, Innovation Management, SDLC, Management, Emerging Technologies, Governance, Architectures, Unix, Telecommunications, Software Development, Databases, Virtualization, Information Technology, Technology Architecture, Contract Negotiation, Vendor Relationships, Government, Technology Leadership, Business Continuity..., Software, Healthcare, Manufacturing, Real Estate, Defense, Executive Coaching, Computer Engineering, Data Mapping, Service Orientation, Architecture
Education
University of Alabama in Huntsville 1986 — 1988
Engineering and Management
University of Central Florida 1980 — 1985
BSE, Computer Engineering
The Research Board May 2015 - Present
Gartner, Inc. July 2007 - May 2015
Raymond James & Associates November 2006 - July 2007
Raymond James & Associates January 2002 - October 2006
Eagle Asset Management September 1997 - December 2001
Perot Systems, Inc. 1994 - September 1997
Technical Resource Connection 1995 - 1997
Cincinnati Bell Information Systems (CBIS) 1989 - 1994
Intergraph 1985 - 1989
Skills
Business Analysis, Enterprise Architecture, IT Strategy, Enterprise Software, SOA, IT Management, IT Operations, CRM, Innovation Management, SDLC, Management, Emerging Technologies, Governance, Architectures, Unix, Telecommunications, Software Development, Databases, Virtualization, Information Technology, Technology Architecture, Contract Negotiation, Vendor Relationships, Government, Technology Leadership, Business Continuity..., Software, Healthcare, Manufacturing, Real Estate, Defense, Executive Coaching, Computer Engineering, Data Mapping, Service Orientation, Architecture
Education
University of Alabama in Huntsville 1986 — 1988
Engineering and Management
University of Central Florida 1980 — 1985
BSE, Computer Engineering
Doron Eisenscher's Eagle Asset Management Experience June 2010 - March 2015
Job Regional Vice President, Columbia Threadneedle Investments
Industry Financial Services
Experience
Eagle Asset Management June 2010 - March 2015
Munder Capital Management April 2005 - May 2010
National City Bank October 2003 - April 2005
R Block Financial Advisors January 2002 - October 2003
Morgan Stanley March 2001 - November 2001
Skills
Mutual Funds, Series 7, Retirement Planning, Portfolio Management, Investments
Education
Adrian College 1997 — 2000
Bachelors of Business Administration, Management Concentration
Eagle Asset Management June 2010 - March 2015
Munder Capital Management April 2005 - May 2010
National City Bank October 2003 - April 2005
R Block Financial Advisors January 2002 - October 2003
Morgan Stanley March 2001 - November 2001
Skills
Mutual Funds, Series 7, Retirement Planning, Portfolio Management, Investments
Education
Adrian College 1997 — 2000
Bachelors of Business Administration, Management Concentration
Craig Dauer, CFA's Eagle Asset Management Experience March 2001 - December 2012
Job Director of Business and Commercial Analytics at kaléo
Industry Pharmaceuticals
Experience
kaléo (formerly Intelliject) June 2014 - Present
Triple Aim Advisory, LLC April 2013 - May 2014
Eagle Asset Management March 2001 - December 2012
Evergreen Investments June 1999 - March 2001
First Union Securities September 1996 - June 1999
Trainer Wortham May 1995 - August 1995
Standard & Poor's Compustat December 1991 - July 1994
Skills
Healthcare, Healthcare Industry, Industry Analysis, Research, Financial Analysis, Financial Modeling, Valuation, Strategic Thinking, Equity Research, Portfolio Management, Consumer Healthcare, Hospitals, Managed Care, Pharmacy, Pharmacy Benefit..., Medical Devices, Pharmaceutical Industry, Drug Distribution, Healthcare Information..., Retail, Consumer Staples, Printmaking, Competitive Analysis, Asset Management, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Management, Business Strategy, Private Equity, Investments, Equities, Investment Strategies, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
MBA
Colgate University 1987 — 1991
BA, Asian Studies
kaléo (formerly Intelliject) June 2014 - Present
Triple Aim Advisory, LLC April 2013 - May 2014
Eagle Asset Management March 2001 - December 2012
Evergreen Investments June 1999 - March 2001
First Union Securities September 1996 - June 1999
Trainer Wortham May 1995 - August 1995
Standard & Poor's Compustat December 1991 - July 1994
Skills
Healthcare, Healthcare Industry, Industry Analysis, Research, Financial Analysis, Financial Modeling, Valuation, Strategic Thinking, Equity Research, Portfolio Management, Consumer Healthcare, Hospitals, Managed Care, Pharmacy, Pharmacy Benefit..., Medical Devices, Pharmaceutical Industry, Drug Distribution, Healthcare Information..., Retail, Consumer Staples, Printmaking, Competitive Analysis, Asset Management, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Management, Business Strategy, Private Equity, Investments, Equities, Investment Strategies, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
MBA
Colgate University 1987 — 1991
BA, Asian Studies
Quentin Anderson CIMA, MBA's Eagle Asset Management Experience June 1995 - Present
Job Senior Vice President at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management June 1995 - Present
Education
California State University-Long Beach 1989 — 1991
MBA
Texas Tech University 1981 — 1985
Athens High School 1979 — 1981
Eagle Asset Management June 1995 - Present
Education
California State University-Long Beach 1989 — 1991
MBA
Texas Tech University 1981 — 1985
Athens High School 1979 — 1981
Kerry Anne Murphy's Eagle Asset Management Experience 2012 - Present
Job Senior Vice President at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management 2012 - Present
Ranieri Partners/Glen Point Partners 2009 - 2012
Allegiant Asset Management 2007 - 2009
BNY Asset Management 2006 - 2007
Oppenheimer Capital 2001 - 2006
Credit Suisse 1998 - 2001
Education
Boston University School of Law
JD
Colgate University
BA
Eagle Asset Management 2012 - Present
Ranieri Partners/Glen Point Partners 2009 - 2012
Allegiant Asset Management 2007 - 2009
BNY Asset Management 2006 - 2007
Oppenheimer Capital 2001 - 2006
Credit Suisse 1998 - 2001
Education
Boston University School of Law
JD
Colgate University
BA
Bill DeSanto, CIMA's Eagle Asset Management Experience December 2008 - June 2011
Job Executive Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management August 2015 - Present
Charles Schwab Investment Management August 2013 - December 2014
Russell Investments June 2011 - August 2013
Eagle Asset Management December 2008 - June 2011
J. & W. Seligman & Co. Incorporated January 2005 - November 2008
J&W Seligman 2000 - 2004
Harris Bretall Sullivan & Smith 2000 - 2000
Murray Johnstone 1998 - 1999
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Hedge Funds, Asset Management, Product Management, Institutional, Marketing Strategy, Product Marketing, Investments, Fixed Income, Wealth Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Strategy, Investment Strategies, Separately Managed..., Series 7, Equities
Education
Northeastern University 1991 — 1995
BS, Finance, Management
UBS Global Asset Management August 2015 - Present
Charles Schwab Investment Management August 2013 - December 2014
Russell Investments June 2011 - August 2013
Eagle Asset Management December 2008 - June 2011
J. & W. Seligman & Co. Incorporated January 2005 - November 2008
J&W Seligman 2000 - 2004
Harris Bretall Sullivan & Smith 2000 - 2000
Murray Johnstone 1998 - 1999
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Hedge Funds, Asset Management, Product Management, Institutional, Marketing Strategy, Product Marketing, Investments, Fixed Income, Wealth Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Strategy, Investment Strategies, Separately Managed..., Series 7, Equities
Education
Northeastern University 1991 — 1995
BS, Finance, Management
Quentin Anderson, MBA, CIMA's Eagle Asset Management Experience 2005 - September 2013
Job Senior Vice President at Calvert Investments
Industry Investment Management
Experience
Calvert Investments January 2015 - Present
FNEX May 2014 - December 2014
Eagle Asset Management 2005 - September 2013
Dreyfus 2004 - 2005
Evergreen Investments 2000 - 2004
SunAmerica 1995 - 2000
Merrill Lynch 1991 - 1995
European Basketball Leagues November 1986 - June 1991
National Basketball Association June 1985 - November 1986
Skills
Financial Advisory, Talent Management, Securities, Investment Management, Strategy, Private Equity, Series 63, Series 7, Investment Strategies, Alternative Investments, Asset Allocation, Separately Managed..., Investment Advisory, Investments, Mutual Funds, Series 65
Education
University of Pennsylvania - The Wharton School 2006 — 2007
CIMA
California State University-Long Beach - College of Business Administration 1989 — 1991
MBA
University of Alabama 1985 — 1987
BS/BA, Finance/Political Science
Texas Tech University 1981 — 1985
Finance/Political Science
Calvert Investments January 2015 - Present
FNEX May 2014 - December 2014
Eagle Asset Management 2005 - September 2013
Dreyfus 2004 - 2005
Evergreen Investments 2000 - 2004
SunAmerica 1995 - 2000
Merrill Lynch 1991 - 1995
European Basketball Leagues November 1986 - June 1991
National Basketball Association June 1985 - November 1986
Skills
Financial Advisory, Talent Management, Securities, Investment Management, Strategy, Private Equity, Series 63, Series 7, Investment Strategies, Alternative Investments, Asset Allocation, Separately Managed..., Investment Advisory, Investments, Mutual Funds, Series 65
Education
University of Pennsylvania - The Wharton School 2006 — 2007
CIMA
California State University-Long Beach - College of Business Administration 1989 — 1991
MBA
University of Alabama 1985 — 1987
BS/BA, Finance/Political Science
Texas Tech University 1981 — 1985
Finance/Political Science
Ken Lynn's Eagle Asset Management Experience January 1990 - Present
Job Business Specialist at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management January 1990 - Present
Skills
Equities, Securities, Asset Management, Fixed Income, Microsoft Excel, Asset Managment, Investments, Bloomberg, Mutual Funds, Portfolio Management, Investment Strategies, FINRA, Requirements Analysis, Derivatives
Education
Eckerd College 1988 — 1993
Eagle Asset Management January 1990 - Present
Skills
Equities, Securities, Asset Management, Fixed Income, Microsoft Excel, Asset Managment, Investments, Bloomberg, Mutual Funds, Portfolio Management, Investment Strategies, FINRA, Requirements Analysis, Derivatives
Education
Eckerd College 1988 — 1993
Brad Pope's Eagle Asset Management Experience January 2015 - Present
Job Internal Wholesaler at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management January 2015 - Present
Eagle Asset Management August 2014 - January 2015
Eagle Asset Management October 2010 - August 2014
Raymond James Financial Inc. February 2007 - September 2010
duPont Registry August 2006 - February 2007
Skills
Asset Managment, Microsoft Office, Strategic Planning, Social Media, Equities, Marketing, Securities, Microsoft Excel, Marketing Strategy, Asset Management, Financial Services, Mutual Funds, Asset Allocation, Investments, Portfolio Management, Investment Strategies, Financial Analysis, Investment Advisory, Retirement Planning, Wealth Management, Investment Management, Fixed Income, Equity Research, Alternative Investments, 401k, Strategic Financial..., ETFs, Separately Managed..., Relationship Management, Hedge Funds, FINRA, Financial Advisory, Series 7
Education
University of Florida - Warrington College Of Business 1999 — 2002
Bachelor of Science, Management
St. Petersburg College 1997 — 1999
Associate of Arts (A.A.)
Seminole HS
Eagle Asset Management January 2015 - Present
Eagle Asset Management August 2014 - January 2015
Eagle Asset Management October 2010 - August 2014
Raymond James Financial Inc. February 2007 - September 2010
duPont Registry August 2006 - February 2007
Skills
Asset Managment, Microsoft Office, Strategic Planning, Social Media, Equities, Marketing, Securities, Microsoft Excel, Marketing Strategy, Asset Management, Financial Services, Mutual Funds, Asset Allocation, Investments, Portfolio Management, Investment Strategies, Financial Analysis, Investment Advisory, Retirement Planning, Wealth Management, Investment Management, Fixed Income, Equity Research, Alternative Investments, 401k, Strategic Financial..., ETFs, Separately Managed..., Relationship Management, Hedge Funds, FINRA, Financial Advisory, Series 7
Education
University of Florida - Warrington College Of Business 1999 — 2002
Bachelor of Science, Management
St. Petersburg College 1997 — 1999
Associate of Arts (A.A.)
Seminole HS
James Jas Short's Eagle Asset Management Experience Director, Sr VPEagle Asset ManagementFebruary 2004 - Present
Job Sr. VP, Director at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management Director, Sr VPEagle Asset ManagementFebruary 2004 - Present
Education
The University of Georgia
Master of Business Administration (MBA), Economics and Investment Management
The College of William and Mary
Bachelor of Arts (B.A.), Government
Woodberry Forest School
Prep
Eagle Asset Management Director, Sr VPEagle Asset ManagementFebruary 2004 - Present
Education
The University of Georgia
Master of Business Administration (MBA), Economics and Investment Management
The College of William and Mary
Bachelor of Arts (B.A.), Government
Woodberry Forest School
Prep
Burt Mulford's Eagle Asset Management Experience June 1999 - Present
Job Portfolio Manager, Fixed Income
Industry Financial Services
Experience
Eagle Asset Management June 1999 - Present
Skills
Portfolio Management, Mutual Funds, Asset Management, Series 7, Equities, Investments, Microsoft Excel, Investment Strategies, Fixed Income, Series 63, Finance, Securities, Fixed Income Portfolio..., Asset Allocation
Education
University of Southern California - Marshall School of Business 1985 — 1987
MBA, Finance
Furman University 1981 — 1984
BA, Business
Eagle Asset Management June 1999 - Present
Skills
Portfolio Management, Mutual Funds, Asset Management, Series 7, Equities, Investments, Microsoft Excel, Investment Strategies, Fixed Income, Series 63, Finance, Securities, Fixed Income Portfolio..., Asset Allocation
Education
University of Southern California - Marshall School of Business 1985 — 1987
MBA, Finance
Furman University 1981 — 1984
BA, Business
Michael Knox's Eagle Asset Management Experience May 1988 - August 1993
Job Experienced Investment Professional
Industry Financial Services
Experience
Gold Ridge Asset Management LLC June 2005 - Present
Silicon Harbor Capital Management December 2013 - Present
SIB Fixed Cost Reduction LLC May 2014 - May 2015
Xtract Research LLC January 2006 - December 2013
Hamilton Investment Management LLC February 1998 - April 2005
Morgan Stanley Investment Management August 1993 - February 1998
Eagle Asset Management May 1988 - August 1993
Skills
Equities, Valuation, Strategy, Finance, Capital Markets, Special Situations, Equity Research, Structured Finance, Emerging Markets, Portfolio Management, Alternative Investments, Hedge Funds
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Finance
Ohio Wesleyan University 1984 — 1988
BA, Economics/Management
West Morris 1980 — 1984
West Morris 1980 — 1984
Gold Ridge Asset Management LLC June 2005 - Present
Silicon Harbor Capital Management December 2013 - Present
SIB Fixed Cost Reduction LLC May 2014 - May 2015
Xtract Research LLC January 2006 - December 2013
Hamilton Investment Management LLC February 1998 - April 2005
Morgan Stanley Investment Management August 1993 - February 1998
Eagle Asset Management May 1988 - August 1993
Skills
Equities, Valuation, Strategy, Finance, Capital Markets, Special Situations, Equity Research, Structured Finance, Emerging Markets, Portfolio Management, Alternative Investments, Hedge Funds
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Finance
Ohio Wesleyan University 1984 — 1988
BA, Economics/Management
West Morris 1980 — 1984
West Morris 1980 — 1984
Scott Leemon's Eagle Asset Management Experience November 1999 - Present
Job Vice President, Operations and Technology
Industry Financial Services
Experience
Eagle Asset Management November 1999 - Present
Skills
Securities, Series 7, Equities, Fixed Income, Mutual Funds, Relationship Management, Business Analysis, Financial Services, Microsoft Office, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, FINRA, Investments
Education
St. Petersburg College 1986 — 1990
Accounting
Osceola High School 1982 — 1985
Eagle Asset Management November 1999 - Present
Skills
Securities, Series 7, Equities, Fixed Income, Mutual Funds, Relationship Management, Business Analysis, Financial Services, Microsoft Office, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, FINRA, Investments
Education
St. Petersburg College 1986 — 1990
Accounting
Osceola High School 1982 — 1985
Paul Rasmussen's Eagle Asset Management Experience July 2014 - Present
Job Risk Analyst at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management July 2014 - Present
Coin Supply Store, Inc December 2005 - Present
Equinix May 2013 - July 2014
Capstone Consulting Case Competition January 2010 - April 2010
Ozona Labs & Cyber Auctions February 2003 - 2009
Skills
Customer Service, Microsoft Excel, Management, Equity Research, Investment Management, Equities, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Investments, Leadership, Finance, Financial Modeling, Valuation, Bloomberg, Microsoft Office
Education
University of Florida - Warrington College Of Business 2006 — 2010
Bachelor of Science, Business Administration and Management
Eagle Asset Management July 2014 - Present
Coin Supply Store, Inc December 2005 - Present
Equinix May 2013 - July 2014
Capstone Consulting Case Competition January 2010 - April 2010
Ozona Labs & Cyber Auctions February 2003 - 2009
Skills
Customer Service, Microsoft Excel, Management, Equity Research, Investment Management, Equities, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Investments, Leadership, Finance, Financial Modeling, Valuation, Bloomberg, Microsoft Office
Education
University of Florida - Warrington College Of Business 2006 — 2010
Bachelor of Science, Business Administration and Management
Andrew Duffy's Eagle Asset Management Experience January 1993 - July 1999
Job President & Senior Portfolio Manager at Ascent Investment Advisors, LLC
Industry Investment Management
Experience
Ascent Investment Advisors, LLC February 2009 - Present
Citigroup January 2008 - February 2009
Hunter Global Investors January 2006 - December 2007
TIAA-CREF August 1999 - January 2006
Eagle Asset Management January 1993 - July 1999
Raymond James & Associates 1986 - 1992
Skills
Equities, Asset Managment, Portfolio Management, Investments, Alternative Investments, Equity Research, Hedge Funds, Valuation, Capital Markets, Financial Modeling, Mergers & Acquisitions, Investment Banking, Securities, Bloomberg, IPO, Mutual Funds, Asset Management, Corporate Development, Risk Management, Investment Strategies, Financial Analysis, Private Placements, Investment Advisory, Emerging Markets, Asset Allocation, Investment Management, Private Equity, Finance, Real Estate
Education
Harvard Business School 1984 — 1986
MBA, Finance, Real Estate
United States Military Academy at West Point 1975 — 1979
BS, Electrical Engineering
Ascent Investment Advisors, LLC February 2009 - Present
Citigroup January 2008 - February 2009
Hunter Global Investors January 2006 - December 2007
TIAA-CREF August 1999 - January 2006
Eagle Asset Management January 1993 - July 1999
Raymond James & Associates 1986 - 1992
Skills
Equities, Asset Managment, Portfolio Management, Investments, Alternative Investments, Equity Research, Hedge Funds, Valuation, Capital Markets, Financial Modeling, Mergers & Acquisitions, Investment Banking, Securities, Bloomberg, IPO, Mutual Funds, Asset Management, Corporate Development, Risk Management, Investment Strategies, Financial Analysis, Private Placements, Investment Advisory, Emerging Markets, Asset Allocation, Investment Management, Private Equity, Finance, Real Estate
Education
Harvard Business School 1984 — 1986
MBA, Finance, Real Estate
United States Military Academy at West Point 1975 — 1979
BS, Electrical Engineering
Ron W. Pond, CFA's Eagle Asset Management Experience April 2008 - March 2012
Job Regional Sales & Institutional Relationships
Industry Investment Management
Experience
Confluence Investment Management April 2012 - Present
Eagle Asset Management April 2008 - March 2012
Seligman Advisors, Inc. September 1998 - March 2008
PaineWebber, Inc. January 1990 - September 1998
Education
Baylor University - Hankamer School of Business
MBA
Baylor University - Hankamer School of Business
BBA, Finance/Management
Confluence Investment Management April 2012 - Present
Eagle Asset Management April 2008 - March 2012
Seligman Advisors, Inc. September 1998 - March 2008
PaineWebber, Inc. January 1990 - September 1998
Education
Baylor University - Hankamer School of Business
MBA
Baylor University - Hankamer School of Business
BBA, Finance/Management
Harald Hvideberg's Eagle Asset Management Experience July 2014 - Present
Job Portfolio Manager at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management July 2014 - Present
Wood Asset Management March 2004 - June 2014
William R. Hough & Co. July 1997 - February 2004
Rasmussen Maritime Group August 1993 - July 1995
Skills
Portfolio Management, Equities, Asset Allocation, Investments, Wealth Management, Valuation, Global Macro
Education
University of Florida 1995 — 1997
MBA, Finance
University of South Florida 1990 — 1993
MS, Finance
University of South Florida 1990 — 1993
MA, Economics
Eagle Asset Management July 2014 - Present
Wood Asset Management March 2004 - June 2014
William R. Hough & Co. July 1997 - February 2004
Rasmussen Maritime Group August 1993 - July 1995
Skills
Portfolio Management, Equities, Asset Allocation, Investments, Wealth Management, Valuation, Global Macro
Education
University of Florida 1995 — 1997
MBA, Finance
University of South Florida 1990 — 1993
MS, Finance
University of South Florida 1990 — 1993
MA, Economics
Rubin Bahar's Eagle Asset Management Experience July 2011 - Present
Job Senior Structured Product Analyst
Industry Investment Management
Experience
Eagle Asset Management July 2011 - Present
Wells Fargo Capital Finance August 2008 - July 2011
Wachovia Securities Inc. October 1997 - August 2008
Education
MIT 1986 — 1988
SM, Finance, IT, International Business
MIT 1982 — 1983
Master of Science
Rensselaer Polytechnic Institute 1980 — 1982
BS, Structural Engineering
Eagle Asset Management July 2011 - Present
Wells Fargo Capital Finance August 2008 - July 2011
Wachovia Securities Inc. October 1997 - August 2008
Education
MIT 1986 — 1988
SM, Finance, IT, International Business
MIT 1982 — 1983
Master of Science
Rensselaer Polytechnic Institute 1980 — 1982
BS, Structural Engineering
Patrick Franke's Eagle Asset Management Experience April 2004 - September 2010
Job Analyst at Fidelity Investments Pyramis
Industry Investment Management
Experience
Fidelity Investments - Pyramis January 2015 - Present
Fidelity Investments March 2012 - Present
Eagle Asset Management April 2004 - September 2010
Thomas Weisel Partners 2001 - 2004
Raymond James & Associates, Inc 1995 - 1999
Skills
Fundamental Research, Stock Picking, Financial Analysis, Valuation, Investment Strategies, Investments, Equities, Research, Asset Management, Equity Research, Investment Banking, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MM, Finance, Marketing and Accounting
Boston College 1991 — 1995
BA, Economics
Marquette University High School
HS
Fidelity Investments - Pyramis January 2015 - Present
Fidelity Investments March 2012 - Present
Eagle Asset Management April 2004 - September 2010
Thomas Weisel Partners 2001 - 2004
Raymond James & Associates, Inc 1995 - 1999
Skills
Fundamental Research, Stock Picking, Financial Analysis, Valuation, Investment Strategies, Investments, Equities, Research, Asset Management, Equity Research, Investment Banking, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MM, Finance, Marketing and Accounting
Boston College 1991 — 1995
BA, Economics
Marquette University High School
HS
Kenneth Corba's Eagle Asset Management Experience 1995 - 1999
Job Chairman, Corba Asset Management
Industry Investment Management
Experience
Corba Asset Management 2004 - Present
PIMCO Equity Advisors 1999 - 2004
Eagle Asset Management 1995 - 1999
Stein Roe & Farnham 1984 - 1995
Skills
Valuation, FX Options, Hedge Funds, Securities, Bonds, Asset Allocation, Portfolio Management, Investment Management, Private Equity, Mergers & Acquisitions, Investments, Asset Management, Financial Services, Golf, Due Diligence, Alternative Investments, Asset Managment, Management, Trading, Mutual Funds, Bloomberg, Emerging Markets, Financial Modeling, Options, Derivatives, Start-ups, Series 7, Capital Markets, Investment Banking, Fixed Income, Strategic Planning, Investment Strategies, Equities, Financial Analysis, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
University of Michigan 1971 — 1975
BA, English Literature
Corba Asset Management 2004 - Present
PIMCO Equity Advisors 1999 - 2004
Eagle Asset Management 1995 - 1999
Stein Roe & Farnham 1984 - 1995
Skills
Valuation, FX Options, Hedge Funds, Securities, Bonds, Asset Allocation, Portfolio Management, Investment Management, Private Equity, Mergers & Acquisitions, Investments, Asset Management, Financial Services, Golf, Due Diligence, Alternative Investments, Asset Managment, Management, Trading, Mutual Funds, Bloomberg, Emerging Markets, Financial Modeling, Options, Derivatives, Start-ups, Series 7, Capital Markets, Investment Banking, Fixed Income, Strategic Planning, Investment Strategies, Equities, Financial Analysis, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
University of Michigan 1971 — 1975
BA, English Literature
Steve Sachs's Eagle Asset Management Experience March 2000 - June 2002
Job Head of Capital Markets
Industry Investment Management
Experience
Goldman Sachs March 2015 - Present
ProShare Advisors, LLC November 2011 - March 2015
Diamond Hill Capital Management August 2009 - October 2011
Rydex SGI June 2002 - June 2009
Eagle Asset Management March 2000 - June 2002
Bank One April 1996 - March 2000
Education
Franklin University
BS, Finance
The Ohio State University
Economics and Intl Relations
Goldman Sachs March 2015 - Present
ProShare Advisors, LLC November 2011 - March 2015
Diamond Hill Capital Management August 2009 - October 2011
Rydex SGI June 2002 - June 2009
Eagle Asset Management March 2000 - June 2002
Bank One April 1996 - March 2000
Education
Franklin University
BS, Finance
The Ohio State University
Economics and Intl Relations
Samuel Braun's Eagle Asset Management Experience June 2010 - December 2013
Job Regional Director
Industry Financial Services
Experience
TS Capital, LLC May 2015 - Present
Salient Partners January 2014 - April 2015
Eagle Asset Management June 2010 - December 2013
Financial Strategy Network, LLC. January 1998 - May 2010
Skills
Series 7, Series 65, Series 24, Series 63, Certified Investment..., Certified Financial..., CLU, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Financial Advisory, Wealth Management, Asset Management, Alternative Investments, Financial Planning, Securities, Finance, Investment Advisory, Investment Strategies, Equities, Investment Management, Fixed Income, Retirement Planning
Education
The Ohio State University
BS
TS Capital, LLC May 2015 - Present
Salient Partners January 2014 - April 2015
Eagle Asset Management June 2010 - December 2013
Financial Strategy Network, LLC. January 1998 - May 2010
Skills
Series 7, Series 65, Series 24, Series 63, Certified Investment..., Certified Financial..., CLU, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Financial Advisory, Wealth Management, Asset Management, Alternative Investments, Financial Planning, Securities, Finance, Investment Advisory, Investment Strategies, Equities, Investment Management, Fixed Income, Retirement Planning
Education
The Ohio State University
BS
Helaine Huntley's Eagle Asset Management Experience June 2000 - Present
Job AVP, Client Services at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management June 2000 - Present
Education
University of South Florida 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance
Florida A&M University 1983 — 1985
Eagle Asset Management June 2000 - Present
Education
University of South Florida 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance
Florida A&M University 1983 — 1985
Ken Latham's Eagle Asset Management Experience June 1992 - March 1997
Job Sr. Lead Programmer/C++,Java,Python
Industry Information Technology and Services
Experience
Independent June 2009 - Present
Catalina Marketing December 1997 - June 2009
Keane, Inc. (Consulting) April 1997 - December 1997
Eagle Asset Management June 1992 - March 1997
AGS Information Services, Inc. December 1984 - June 1992
Education
University of Central Florida 1982 — 1986
MS
Florida Institute of Technology 1973 — 1977
B.S.
Independent June 2009 - Present
Catalina Marketing December 1997 - June 2009
Keane, Inc. (Consulting) April 1997 - December 1997
Eagle Asset Management June 1992 - March 1997
AGS Information Services, Inc. December 1984 - June 1992
Education
University of Central Florida 1982 — 1986
MS
Florida Institute of Technology 1973 — 1977
B.S.
David M. George's Eagle Asset Management Experience December 2007 - December 2013
Job Director DCIO at PNC Asset Management
Industry Financial Services
Experience
PNC Asset Management October 2014 - Present
Eagle Asset Management December 2007 - December 2013
Wachovia October 2006 - November 2007
Invesco January 2002 - September 2006
Deloitte & Touche LLP June 1999 - January 2002
Price Waterhouse LLP February 1993 - June 1999
Skills
Series 7, Series 63, Investment Management, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Investments, Investment Advisory, 401k, Wealth Management, Securities, Investment Strategies, Portfolio Management, Equities, Fixed Income
Education
Indiana University 1987 — 1991
B.S. Finance / Public Policy
Bradley University: Foster College of Business
Finance / Marketing
PNC Asset Management October 2014 - Present
Eagle Asset Management December 2007 - December 2013
Wachovia October 2006 - November 2007
Invesco January 2002 - September 2006
Deloitte & Touche LLP June 1999 - January 2002
Price Waterhouse LLP February 1993 - June 1999
Skills
Series 7, Series 63, Investment Management, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Investments, Investment Advisory, 401k, Wealth Management, Securities, Investment Strategies, Portfolio Management, Equities, Fixed Income
Education
Indiana University 1987 — 1991
B.S. Finance / Public Policy
Bradley University: Foster College of Business
Finance / Marketing
Adam Walton's Eagle Asset Management Experience Institutional Sales TeamEagle Asset ManagementMarch 2013 - Present
Job Institutional Sales, Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management Institutional Sales TeamEagle Asset ManagementMarch 2013 - Present
Skills
Real Estate, Fundraising, Asset Management, Equities, Financial Analysis, Economics, Portfolio Management, Fixed Income, Investments, Mutual Funds, Financial Modeling, Series 7
Education
University of Florida 2012 — 2014
Master of Business Administration (MBA), MBA
Elon University 2007 — 2011
Bachelor's degree, Economics
Eagle Asset Management Institutional Sales TeamEagle Asset ManagementMarch 2013 - Present
Skills
Real Estate, Fundraising, Asset Management, Equities, Financial Analysis, Economics, Portfolio Management, Fixed Income, Investments, Mutual Funds, Financial Modeling, Series 7
Education
University of Florida 2012 — 2014
Master of Business Administration (MBA), MBA
Elon University 2007 — 2011
Bachelor's degree, Economics
Ed Cowart's Eagle Asset Management Experience July 1999 - Present
Job Managing Director at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management July 1999 - Present
Education
Dartmouth College
A.B., Economics
Eagle Asset Management July 1999 - Present
Education
Dartmouth College
A.B., Economics
Noel Wells, MBA's Eagle Asset Management Experience June 2010 - January 2014
Job Director, Fixed Income Product Management
Industry Investment Management
Experience
Columbia Threadneedle July 2015 - Present
Neuberger Berman January 2014 - July 2015
Eagle Asset Management June 2010 - January 2014
Eagle Asset Management November 2008 - May 2010
Raymond James Financial Inc. August 2007 - October 2008
Skills
Mutual Funds, Series 7, Investment Strategies, Sales, Uniform Combined State..., Equities, Fixed Income, Securities, Asset Allocation, Morningstar, Zephyr, factset, Public Speaking, Business Planning, Cold Calling, Separately Managed..., Series 65, Investment Management, Financial Markets, High Net Worth..., Stocks, Investments, Asset Management, Alternative Investments, Wealth Management, Marketing Strategy
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA), EMBA
The College of Wooster 2002 — 2006
Bachelor of Arts (B.A.), Psychology and Communications
Columbia Threadneedle July 2015 - Present
Neuberger Berman January 2014 - July 2015
Eagle Asset Management June 2010 - January 2014
Eagle Asset Management November 2008 - May 2010
Raymond James Financial Inc. August 2007 - October 2008
Skills
Mutual Funds, Series 7, Investment Strategies, Sales, Uniform Combined State..., Equities, Fixed Income, Securities, Asset Allocation, Morningstar, Zephyr, factset, Public Speaking, Business Planning, Cold Calling, Separately Managed..., Series 65, Investment Management, Financial Markets, High Net Worth..., Stocks, Investments, Asset Management, Alternative Investments, Wealth Management, Marketing Strategy
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA), EMBA
The College of Wooster 2002 — 2006
Bachelor of Arts (B.A.), Psychology and Communications
David Powers, CFA CPA's Eagle Asset Management Experience June 2012 - July 2013
Job Portfolio Manager Large Cap Value at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors August 2013 - Present
Eagle Asset Management June 2012 - July 2013
VOYA (ING Investment Management) June 2007 - May 2012
Federated Investors July 2001 - May 2007
State Teachers of Ohio January 1997 - June 2001
Skills
Equities, Hedge Funds, Asset Managment, Bloomberg, Equity Research, Mutual Funds, Alternative Investments
Education
Kent State University - Graduate School of Management 1995 — 1996
MS, Accounting
Kent State University - Graduate School of Management 1994 — 1995
MBA, Finance
Fairleigh Dickinson University-Florham Campus 1983 — 1987
BS, Accounting
Wasatch Advisors August 2013 - Present
Eagle Asset Management June 2012 - July 2013
VOYA (ING Investment Management) June 2007 - May 2012
Federated Investors July 2001 - May 2007
State Teachers of Ohio January 1997 - June 2001
Skills
Equities, Hedge Funds, Asset Managment, Bloomberg, Equity Research, Mutual Funds, Alternative Investments
Education
Kent State University - Graduate School of Management 1995 — 1996
MS, Accounting
Kent State University - Graduate School of Management 1994 — 1995
MBA, Finance
Fairleigh Dickinson University-Florham Campus 1983 — 1987
BS, Accounting
Matthew McGeary's Eagle Asset Management Experience 2012 - Present
Job Portfolio Manager, Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management 2012 - Present
Sentinel Investments July 2005 - August 2012
Education
Indiana University Bloomington 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Kenyon College 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Eagle Asset Management 2012 - Present
Sentinel Investments July 2005 - August 2012
Education
Indiana University Bloomington 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Kenyon College 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Rick Wynn, CFA's Eagle Asset Management Experience October 1996 - February 1999
Job Private Equity Investor and Entrepreneur
Industry Venture Capital & Private Equity
Experience
Inspire Consulting Partners LLC December 2013 - Present
Fresh Truck 2012 - Present
The Center for Arts in Natick 2009 - Present
NPI Capital, LP May 2012 - March 2014
Inspire Capital Partners LLC September 2008 - December 2013
Putnam Investments and TH Lee, Putnam Capital (A joint venture between TH Lee Partners and Putnam) 2000 - 2008
Berger Funds (acquired by Janus Capital Group) 1999 - 2000
Eagle Asset Management October 1996 - February 1999
Environics Inc. 1988 - 1992
Skills
Investments, Venture Capital, Private Equity, Equities, Corporate Development, Financial Modeling, Finance, Management, Valuation, Investment Management, Hedge Funds, Emerging Markets, Alternative Investments, Mutual Funds, Asset Management, Restructuring, Due Diligence, Corporate Governance
Education
Harvard Business School Executive Education 2006 — 2006
Advanced Management Program (AMP), Executive Leadership
Vanderbilt University - Owen Graduate School of Management 1994 — 1996
MBA, Finance/Acctg
University of Massachusetts, Amherst 1984 — 1988
BA, Economics/Political Science
Inspire Consulting Partners LLC December 2013 - Present
Fresh Truck 2012 - Present
The Center for Arts in Natick 2009 - Present
NPI Capital, LP May 2012 - March 2014
Inspire Capital Partners LLC September 2008 - December 2013
Putnam Investments and TH Lee, Putnam Capital (A joint venture between TH Lee Partners and Putnam) 2000 - 2008
Berger Funds (acquired by Janus Capital Group) 1999 - 2000
Eagle Asset Management October 1996 - February 1999
Environics Inc. 1988 - 1992
Skills
Investments, Venture Capital, Private Equity, Equities, Corporate Development, Financial Modeling, Finance, Management, Valuation, Investment Management, Hedge Funds, Emerging Markets, Alternative Investments, Mutual Funds, Asset Management, Restructuring, Due Diligence, Corporate Governance
Education
Harvard Business School Executive Education 2006 — 2006
Advanced Management Program (AMP), Executive Leadership
Vanderbilt University - Owen Graduate School of Management 1994 — 1996
MBA, Finance/Acctg
University of Massachusetts, Amherst 1984 — 1988
BA, Economics/Political Science
Brendan Tully, CFA's Eagle Asset Management Experience June 2010 - March 2014
Job Vice President at Hartford Funds
Industry Financial Services
Experience
Hartford Funds December 2014 - Present
Financial Services March 2014 - December 2014
Eagle Asset Management June 2010 - March 2014
Legg Mason November 2004 - June 2010
Merrill Lynch October 2002 - November 2004
E*Trade January 2001 - October 2002
Skills
Series 63, Series 7, Equities, Fixed Income, Investments
Education
Arizona State University 1995 — 1999
B.A, Italian Language and Literature, Geography
Iona Prep
Iona Prep
Hartford Funds December 2014 - Present
Financial Services March 2014 - December 2014
Eagle Asset Management June 2010 - March 2014
Legg Mason November 2004 - June 2010
Merrill Lynch October 2002 - November 2004
E*Trade January 2001 - October 2002
Skills
Series 63, Series 7, Equities, Fixed Income, Investments
Education
Arizona State University 1995 — 1999
B.A, Italian Language and Literature, Geography
Iona Prep
Iona Prep
Sarah Fanous-Samaan's Eagle Asset Management Experience January 2008 - May 2011
Job Associate Creative Director, Agency Manager at Raymond James Financial, Inc.
Industry Investment Management
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. December 2012 - Present
Raymond James Financial May 2011 - December 2012
Eagle Asset Management January 2008 - May 2011
Eagle Asset Management December 2004 - January 2008
Lane Bryant December 2001 - January 2005
Self Employed December 2001 - January 2005
Tampa Bay Business Journal 1997 - 2001
Skills
Mutual Funds, Asset Managment, Equities, Asset Allocation, Asset Management, Securities, Series 63, Series 24, Series 7, Risk Management, Investment Strategies, Wealth Management, Financial Services, Alternative Investments, Fixed Income, FINRA, Investment Advisory, Investments
Education
University of Floida 1993 — 1996
Bachelor of Science (B.S.), Communication, Journalism, and Related Programs
University of Florida 1993 — 1996
Bachelor of Science (BS), Communication, Journalism, and Related Programs
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. December 2012 - Present
Raymond James Financial May 2011 - December 2012
Eagle Asset Management January 2008 - May 2011
Eagle Asset Management December 2004 - January 2008
Lane Bryant December 2001 - January 2005
Self Employed December 2001 - January 2005
Tampa Bay Business Journal 1997 - 2001
Skills
Mutual Funds, Asset Managment, Equities, Asset Allocation, Asset Management, Securities, Series 63, Series 24, Series 7, Risk Management, Investment Strategies, Wealth Management, Financial Services, Alternative Investments, Fixed Income, FINRA, Investment Advisory, Investments
Education
University of Floida 1993 — 1996
Bachelor of Science (B.S.), Communication, Journalism, and Related Programs
University of Florida 1993 — 1996
Bachelor of Science (BS), Communication, Journalism, and Related Programs
Andy Adebonojo's Eagle Asset Management Experience November 2011 - Present
Job Senior research analyst at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management November 2011 - Present
Ironbound Capital 2005 - 2011
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA
William & Mary 1985 — 1989
BA, Philosophy
Cheltenham high school
Eagle Asset Management November 2011 - Present
Ironbound Capital 2005 - 2011
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA
William & Mary 1985 — 1989
BA, Philosophy
Cheltenham high school
Ralph Profeta CIMA(r)'s Eagle Asset Management Experience April 2014 - Present
Job Director of Internal Sales at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management April 2014 - Present
Eagle Asset Management March 2000 - April 2014
Skills
Series 7, Mutual Funds, Asset Allocation, Asset Management, Wealth Management, Alternative Investments, Investment Strategies, Investments, Securities, Equities, Fixed Income, CIMA(r)
Education
Saint Leo University 2006 — 2008
Business Administration and Management, General
Eagle Asset Management April 2014 - Present
Eagle Asset Management March 2000 - April 2014
Skills
Series 7, Mutual Funds, Asset Allocation, Asset Management, Wealth Management, Alternative Investments, Investment Strategies, Investments, Securities, Equities, Fixed Income, CIMA(r)
Education
Saint Leo University 2006 — 2008
Business Administration and Management, General
Phyllis Riley's Eagle Asset Management Experience January 2011 - Present
Job
Industry Financial Services
Experience
Eagle Asset Management January 2011 - Present
Skills
Management, Microsoft Word, Research, PowerPoint, Leadership, Training, Microsoft Excel, Presentation Skills, Project Documentation, Vendor Management, Organizational..., Project Planning, Communication, Problem Management, Task Management
Education
Fullerton College
Business Administration and Management, General
Eagle Asset Management January 2011 - Present
Skills
Management, Microsoft Word, Research, PowerPoint, Leadership, Training, Microsoft Excel, Presentation Skills, Project Documentation, Vendor Management, Organizational..., Project Planning, Communication, Problem Management, Task Management
Education
Fullerton College
Business Administration and Management, General
K. Dean Vrakas's Eagle Asset Management Experience January 2013 - Present
Job Senior Municipal Trader at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management January 2013 - Present
Eagle Asset Management January 2009 - December 2012
Heritage Asset Management May 2005 - December 2008
Skills
Asset Management, Asset Managment, Bloomberg, Fixed Income, Portfolio Management, Trading
Education
University of Florida 1998 — 2002
Bachelor of Science (BS), Psychology
Eagle Asset Management January 2013 - Present
Eagle Asset Management January 2009 - December 2012
Heritage Asset Management May 2005 - December 2008
Skills
Asset Management, Asset Managment, Bloomberg, Fixed Income, Portfolio Management, Trading
Education
University of Florida 1998 — 2002
Bachelor of Science (BS), Psychology
Ian Dodd, CFA's Eagle Asset Management Experience April 2011 - Present
Job Analyst at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management April 2011 - Present
Raymond James Financial Inc. July 2007 - April 2011
Communication Equity Associates June 2006 - June 2007
Skills
Equity Research, Hedge Funds, Bloomberg, Equities, Fixed Income, Alternative Investments, Valuation, Financial Modeling, Asset Managment, Investments, Portfolio Management, Investment Strategies, Derivatives, Capital Markets, Asset Allocation, Chartered Financial..., Investment Management, ETFs, Wealth Management, Bonds, Financial Analysis, Asset Management
Education
University of South Florida 2005 — 2007
Master of Business Administration (MBA), Finance
University of Florida 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Eagle Asset Management April 2011 - Present
Raymond James Financial Inc. July 2007 - April 2011
Communication Equity Associates June 2006 - June 2007
Skills
Equity Research, Hedge Funds, Bloomberg, Equities, Fixed Income, Alternative Investments, Valuation, Financial Modeling, Asset Managment, Investments, Portfolio Management, Investment Strategies, Derivatives, Capital Markets, Asset Allocation, Chartered Financial..., Investment Management, ETFs, Wealth Management, Bonds, Financial Analysis, Asset Management
Education
University of South Florida 2005 — 2007
Master of Business Administration (MBA), Finance
University of Florida 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Gregory Ekizian's Eagle Asset Management Experience 1990 - 1994
Job Chief Investment Officer, Victory Dividend Growth at Victory Capital Management
Industry Investment Management
Experience
Victory Capital Management September 2012 - Present
Goldman Sachs Asset Management 1994 - 2009
Liberty Investment Management 1994 - 1997
Eagle Asset Management 1990 - 1994
Skills
Equities, Portfolio Management, Investment Management, Hedge Funds, Investment Banking, Asset Management, Investments, Investment Strategies, Mutual Funds
Education
University of Chicago Graduate School of Business 1988 — 1990
MBA, Finance
Lehigh University 1981 — 1985
B.S., Finance
Victory Capital Management September 2012 - Present
Goldman Sachs Asset Management 1994 - 2009
Liberty Investment Management 1994 - 1997
Eagle Asset Management 1990 - 1994
Skills
Equities, Portfolio Management, Investment Management, Hedge Funds, Investment Banking, Asset Management, Investments, Investment Strategies, Mutual Funds
Education
University of Chicago Graduate School of Business 1988 — 1990
MBA, Finance
Lehigh University 1981 — 1985
B.S., Finance
Deidre Whittenberg's Eagle Asset Management Experience December 1990 - Present
Job Admin Assistant at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management December 1990 - Present
Tech Data March 1986 - April 1990
Education
Eastern Illinois University 1970 — 1974
BS, Elementary Education and Teaching
Eagle Asset Management December 1990 - Present
Tech Data March 1986 - April 1990
Education
Eastern Illinois University 1970 — 1974
BS, Elementary Education and Teaching
Steffen Beck's Eagle Asset Management Experience July 2014 - September 2015
Job Sales Support Specialist at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Eagle Asset Management July 2014 - September 2015
University of Minnesota Intercollegiate Athletics September 2010 - May 2014
AdvisorNet Financial January 2014 - April 2014
Fidelity Investments May 2013 - August 2013
LaFleur's Gymnastics Tampa May 2012 - August 2012
OAI May 2012 - August 2012
Skills
Athletics, Financial Services, Customer Service, Marketing, Sales, Sports Management, Sports Marketing, Emergency Medicine, Coaching, Sports Nutrition, Strength & Conditioning
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (B.S.), Business Marketing Education
Raymond James Financial, Inc. September 2015 - Present
Eagle Asset Management July 2014 - September 2015
University of Minnesota Intercollegiate Athletics September 2010 - May 2014
AdvisorNet Financial January 2014 - April 2014
Fidelity Investments May 2013 - August 2013
LaFleur's Gymnastics Tampa May 2012 - August 2012
OAI May 2012 - August 2012
Skills
Athletics, Financial Services, Customer Service, Marketing, Sales, Sports Management, Sports Marketing, Emergency Medicine, Coaching, Sports Nutrition, Strength & Conditioning
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (B.S.), Business Marketing Education
Julian Lane's Eagle Asset Management Experience June 2010 - Present
Job Regional Vice President at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management June 2010 - Present
Eagle Asset Management 2009 - 2010
Eagle Asset Management January 2006 - January 2008
Eagle Asset Management 2008 - 2008
Heritage Funds 2005 - 2005
Heritage Funds 2001 - 2004
Skills
Series 7, Series 63, Separately Managed..., Mutual Funds, Financial Advisory
Education
University of South Florida 2010 — 2012
Master of Business Administration (MBA)
Presbyterian College 1996 — 2000
Bachelor of Science (BS), Economics
Eagle Asset Management June 2010 - Present
Eagle Asset Management 2009 - 2010
Eagle Asset Management January 2006 - January 2008
Eagle Asset Management 2008 - 2008
Heritage Funds 2005 - 2005
Heritage Funds 2001 - 2004
Skills
Series 7, Series 63, Separately Managed..., Mutual Funds, Financial Advisory
Education
University of South Florida 2010 — 2012
Master of Business Administration (MBA)
Presbyterian College 1996 — 2000
Bachelor of Science (BS), Economics