Eagle Asset Management

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Eagle Asset Management Employees

Employee
Years
Job
Industry
Neal Tourdo Neal Tourdo Tampa, Florida Details
Neal Tourdo's Eagle Asset Management Experience March 1999 - November 2001
Job Director, Institutional Sales and Service at Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management  2014 - Present
Financial Industry Regulatory Authority  1994 - Present
Mastrapasqua Asset Management  August 2007 - January 2014
Accessor Capital Management  2005 - 2007
Russell Investments  2001 - 2005
Eagle Asset Management   March 1999 - November 2001
Pritchard,Hubble & Herr   1994 - 1999
Gruntal  1993 - 1994
Merrill Lynch  1989 - 1993
ATP Tour, Inc.   1985 - 1989

Skills
Asset Management, Institutional, Retail, FINRA, Alternative Investments, Asset Allocation, Series 7, Investments, Investment Advisory, Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Investment Management, Portfolio Management, Retirement, Investment Strategies

Education
University of New Orleans   1980 — 1985
BS, Business Admin, Marketing

Jorge A Gonzalez, MBA Jorge A Gonzalez, MBA Tampa/St. Petersburg, Florida Area Details
Jorge A Gonzalez, MBA's Eagle Asset Management Experience October 2012 - Present
Job
Industry Financial Services
Experience
Eagle Asset Management   October 2012 - Present
McGill Engineering Inc   July 2008 - August 2010
Kaderabek Company   November 2007 - June 2008
RAS Engineers and Consultants, Inc   July 2006 - October 2007

Skills
AutoCAD, Microsoft Office, Financial Analysis, Trading Strategies, Macroeconomics, Financial Modeling, Fixed Income, Equity Research, Project Management, Access, Bloomberg Terminal, FactSet Terminal, Options Strategies, DCF Valuation, Equity Valuation, Financial Markets, Market Analysis, Market Research, Microstation, Time Management, MathCAD, SAP2000

Education
University of South Florida   2013 — 2014
Master of Business Administration (M.B.A.), Finance

University of South Florida   2011 — 2012
Bachelor of Science (B.S.), Finance

Universidad Politécnica de Puerto Rico   1999 — 2005
Bachelor of Science (B.S.), Civil Engineering

Maria Lisa Crater, CFE, CPA Maria Lisa Crater, CFE, CPA Saint Petersburg, Florida Details
Maria Lisa Crater, CFE, CPA's Eagle Asset Management Experience September 2008 - July 2012
Job Lead Accountant at Transamerica
Industry Financial Services
Experience
Transamerica  January 2015 - Present
Yale Capital Corporation   April 2013 - January 2015
Lisa Crater, CPA   August 2012 - March 2013
Eagle Asset Management   September 2008 - July 2012
Eagle Asset Management   July 1994 - September 2008
Eagle Asset Management   July 1989 - July 1994
Raymond James Financial Inc.  July 1986 - July 1989

Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Audit, Crystal Reports, Hyperion Reports, Internal Controls, SQL, MS Office, Oracle Applications, Computron, QuickBooks, Equities

Education
University of South Florida   1984 — 1986
Bachelor of Arts (B.A.), Accounting

Northeast High School
High School Diploma

Lauren Ahern Lauren Ahern Saint Petersburg, Florida Details
Lauren Ahern's Eagle Asset Management Experience December 2011 - October 2014
Job Assistant Regional Director IAD at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc.  October 2014 - Present
Eagle Asset Management   December 2011 - October 2014
Raymond James Financial Inc.  January 2007 - December 2011
Raymond James Financial Inc.  November 2005 - January 2007

Skills
Financial Recruiting, RIA, Financial Services, Investments, Securities, Asset Allocation, Mutual Funds, ETFs, FINRA, Series 7, Uniform Combined State..., Series 24, Series 65

Education
University of South Florida - College of Business Administration   2008 — 2010
Master of Business Administration (MBA), Finance and International Business

University of South Florida-St. Petersburg Campus   2001 — 2005
Bachelor of Arts (BA), Psychology, 3.97

Francis Gonzalez-Sosa Francis Gonzalez-Sosa Tampa/St. Petersburg, Florida Area Details
Francis Gonzalez-Sosa's Eagle Asset Management Experience August 2015 - Present
Job Senior Compliance Advisor
Industry Financial Services
Experience
Eagle Asset Management   August 2015 - Present
Raymond James  May 2014 - August 2015
T. Rowe Price  June 2013 - May 2014
T. Rowe Price  October 2012 - June 2013
T. Rowe Price  February 2011 - October 2012
Coca-Cola Enterprises  2009 - 2011
Bear Stearns  June 2007 - August 2007

Skills
Financial Analysis, Microsoft Office, Customer Service, Spanish, Accounts Payable, Recruiting, Microsoft Excel, Mutual Funds, Access, Excel, Customer Relations, Investment Products, AWD, Project Management, SAP, Xign, SAP SRM

Education
University of South Florida   2007 — 2011
Bachelor of Science, Finance

Robert Collins Robert Collins Tampa/St. Petersburg, Florida Area Details
Robert Collins's Eagle Asset Management Experience October 1991 - December 1994
Job Foundation President
Industry Philanthropy
Experience
National Christian Foundation  April 2004 - Present
Grace Harbor Group (Grace Harbor Capital)   September 2004 - Present
Christian Legacy Foundation   April 2004 - April 2015
Goldman Sachs  January 1997 - September 2002
Liberty Investment Management   January 1995 - December 1996
Eagle Asset Management   October 1991 - December 1994
Raymond James  July 1986 - September 1991

Skills
Non-profits, Small Business, Strategic Planning, Event Planning, Public Speaking, Entrepreneur, Team Building, Estate Planning, Fundraising, Budget, Investments, Management Consulting, Marketing Strategy, Marketing, Public Relations, Coaching, Social Media Marketing, Social Media, Event Management, Strategic Financial..., Entrepreneurship, Nonprofits, Start-ups, Mergers & Acquisitions, Budgets, New Business Development, Philanthropy, Leadership Development, Contract Negotiation, Business Strategy, Leadership, Strategy, Business Planning, Portfolio Management, Finance, Management, Volunteer Management, Executive Management, Strategic Partnerships, Planned Giving, Board Development, Ninja Skills, Financial Planning

Education
University of Tampa   1992 — 1995
MBA

University of South Florida   1982 — 1986
BA

Virginia Episcopal School   1976 — 1980
HS

Meghan Kitzinger CIMA® Meghan Kitzinger CIMA® Saint Petersburg, Florida Details
Meghan Kitzinger CIMA®'s Eagle Asset Management Experience October 2007 - January 2015
Job Advisor Choice Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  January 2015 - Present
Eagle Asset Management   October 2007 - January 2015
Eagle Asset Management   January 2006 - October 2007
Heritage Asset Management  December 2004 - January 2006
Heritage Asset Management  June 2004 - December 2004
Heritage Asset Management  July 2002 - June 2004
Omega Insurance   March 2002 - July 2002

Skills
Certified Investment..., Series 7, Series 6

Education
University of South Florida   2003 — 2005
Master of Business Administration (M.B.A.), Finance, General, 3.80

University of South Florida   1999 — 2001
Bachelor's Degree, Finance, General, 3.5

Joe Wilkes Joe Wilkes Saint Petersburg, Florida Details
Joe Wilkes's Eagle Asset Management Experience June 1999 - Present
Job Software Engineer at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management   June 1999 - Present

Skills
SSRS, Visual C#, VB.NET, SSIS, Java, Crystal Reports, SimCorp, SQL, Oracle SQL, VBA, MS CRM 2011, CORIC, T-SQL, Software Project..., Asset Management, Microsoft SQL Server, Access, SQL Server Management..., SDLC, SharePoint, Software Development, Stored Procedures, Fixed Income, Business Analysis, Requirements Analysis, Microsoft CRM

Education
University of South Florida   1999 — 2004
Bachelor's degree, Management of Information Systems

Dave Shell Dave Shell Tampa, Florida Details
Dave Shell's Eagle Asset Management Experience June 1987 - December 1994
Job Chief Investment Officer Growth Equity at Logan Circle Partners
Industry Investment Management
Experience
Logan Circle Partners  April 2013 - February 2015
Goldman Sachs  January 1997 - December 2011
Liberty Investment Management   January 1995 - December 1996
Eagle Asset Management   June 1987 - December 1994

Skills
Equities, Hedge Funds, Private Equity, Investments, Venture Capital, Investment Banking, Capital Markets, Valuation, Asset Managment, Alternative Investments, Corporate Finance, Trading, Equity Valuation, Asset Management, Bloomberg, Investment Management, Financial Modeling, Portfolio Management

Education
University of South Florida
B.A., Finance

Michael Chider Michael Chider Tampa/St. Petersburg, Florida Area Details
Michael Chider's Eagle Asset Management Experience 2011 - 2012
Job Environmental Technician
Industry Financial Services
Experience
J&F   January 2013 - Present
Eagle Asset Management   2011 - 2012
Eagle Asset Management   2008 - 2011
Gunn Allen Financial  2007 - 2008
Value Tech Realty Services   2005 - 2007

Skills
Motors and Controls, Electrical..., SQL Tuning, PLC Design / Service, Financial Analysis, Python Programming, Environmental Impact..., Environmental Consulting, Environmental Science, Technical Writing, Equities, Asset Management, Management, Financial Reporting, Microsoft Office

Education
University of South Florida   2002 — 2005
Bachelor's, Political Science

Hillsborough Community College
Engineering Technology

Betsy Pecor Betsy Pecor Sarasota, Florida Area Details
Betsy Pecor's Eagle Asset Management Experience August 2012 - Present
Job Portfolio Manager at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management   August 2012 - Present
Sentinel Investments  November 2000 - July 2012
Catalyst Ventures  January 1999 - November 2000
PowerCerv  1998 - 1999

Skills
Separately Managed..., Mutual Funds, Portfolio Management, Financial Modeling, Finance, Asset Allocation, Series 7, Alternative Investments, Series 63, Investment Strategies, Securities, Asset Management, Wealth Management, Investments, Asset Managment, Entrepreneurship, Equities, Hedge Funds

Education
University of South Florida   1997 — 1999
MBA, Finance & Entrepreneurship

University of Vermont   1984 — 1988
BS, Physical Therapy

Laurie Watson Laurie Watson Tampa/St. Petersburg, Florida Area Details
Laurie Watson's Eagle Asset Management Experience 1992 - 2000
Job Director Client Service & Sales at Great Lakes Advisors
Industry Investment Management
Experience
Great Lakes Advisors  October 2013 - Present
Advanced Investment Partners   September 2000 - October 2013
Eagle Asset Management   1992 - 2000

Education
University of South Florida - College of Business Administration   1993 — 1996
Bachelor of Science (B.S.), Finance

Chris Sassouni Chris Sassouni Tampa/St. Petersburg, Florida Area Details
Chris Sassouni's Eagle Asset Management Experience Managing DirectorNatWest Securities1996 - 1997
Job Senior Research Analyst at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management   Managing DirectorNatWest Securities1996 - 1997

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1987 — 1989

Ana Borisova Ana Borisova Tampa/St. Petersburg, Florida Area Details
Ana Borisova's Eagle Asset Management Experience January 2007 - October 2009
Job Sr. Mutual Fund Tax Analyst at Transamerica Asset Management
Industry Investment Management
Experience
AEGON N.V.   November 2009 - Present
Eagle Asset Management   January 2007 - October 2009
Fidelity National Information Services  March 2004 - December 2006

Education
University of South Florida
BA, Accounting

Jay Natkow, AIF® Jay Natkow, AIF® Tampa/St. Petersburg, Florida Area Details
Jay Natkow, AIF®'s Eagle Asset Management Experience July 2015 - Present
Job Senior Vice President, National Director of DCIO Sales
Industry Financial Services
Experience
Eagle Asset Management   July 2015 - Present
Eagle Asset Management (Raymond James Financial)   September 2008 - June 2015
Awad Asset Management/Eagle Boston Investment Management (Raymond James Financial)   August 2005 - September 2008
Awad Asset Management (Raymond James Financial)   August 2001 - August 2005
Raymond James Financial  June 1998 - August 2001

Skills
401k, Mutual Funds, Series 7, Retirement, Separately Managed..., Series 63, Asset Allocation, Wealth Management, Investment Advisory, Series 6, Portfolio Management

Education
University of South Florida
Bachelor's Degree, Finance

Bryan D. Batassa Bryan D. Batassa Tampa/St. Petersburg, Florida Area Details
Bryan D. Batassa's Eagle Asset Management Experience June 2011 - Present
Job Research Associate at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management   June 2011 - Present
Crosstree Capital Partners   January 2011 - May 2011
Raymond James & Associates, Inc   October 2008 - August 2010
US Bank  January 2008 - August 2008

Skills
Valuation, Investments, Equity Research, Equities, Financial Analysis, Mutual Funds, Securities, Financial Modeling, Hedge Funds, Investment Strategies, Capital IQ, Asset Management, Bloomberg, Portfolio Management, Microsoft Excel, Account Reconciliation, Alternative Investments, Investment Management, Capital Markets, Derivatives, Bloomberg Terminal, Asset Allocation, Financial Markets, Equity Valuation, Due Diligence, Financial Services

Education
University of South Florida   2009 — 2011
MS, Finance

Joe McFadden, CFA Joe McFadden, CFA Greater Philadelphia Area Details
Joe McFadden, CFA's Eagle Asset Management Experience February 2000 - December 2005
Job Equity Investment Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management  November 2010 - Present
Aberdeen Asset Management  January 2006 - November 2010
Eagle Asset Management   February 2000 - December 2005
Raymond James  October 1992 - January 2000
Eagle Asset Management   September 1990 - September 1992

Skills
Equities, Portfolio Management

Education
The University of Chicago   1996 — 1999
MBA, Accounting, Finance

University of South Florida   1988 — 1990
BA, Finance, Economics

Shannon Cribbs Shannon Cribbs Tampa/St. Petersburg, Florida Area Details
Shannon Cribbs's Eagle Asset Management Experience November 2011 - Present
Job Institutional Operations Management Specialist
Industry Accounting
Experience
Eagle Asset Management   November 2011 - Present
Courtside Grille   June 2008 - November 2011
University of South Florida  August 2005 - August 2010
Accell CPA's   January 2008 - July 2008

Skills
ACL, Drake tax software, Customer Service, MS Office Suite, Peachtree, Drake Tax Software, Financial Reporting, Tax, Auditing, Microsoft Office, Accounting, GAAP, Financial Analysis, SEC filings, Internal Controls, Financial Accounting, Financial Statements, Access Lists, Bank Reconciliation, CPA, QuickBooks

Education
University of South Florida - College of Business Administration   2006 — 2010
Bachelor of Science, Accounting

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