Heritage Asset Management
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11 Heritage Asset Management employees in database. Find out everything there's to know about Heritage Asset Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Heritage Asset Management Employees
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
Heritage Asset Management October 1999 - Present
Skills
Retirement Planning, Investments, Portfolio Management, Financial Planning, Mutual Funds, Alternative Investments, Retirement Income..., Asset Allocation, Estate Planning, Asset Management, Risk Management, Tax-advantaged..., Asset Protection, ETFs, Investment Advisory, IRAs, Wealth Preservation..., Wealth Management, 529 Plans, Retirement, Securities, Investment Strategies, Life Insurance, Buy-sell Agreements, Disability Insurance, Health Insurance, Finance, Series 7, Insurance, Financial Services, Financial Analysis, Series 63, Fixed Annuities, Financial Advisory, Wealth, Small Business, Investment Management, FINRA
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor's degree, Finance
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
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
Raymond James June 2005 - Present
Heritage Asset Management January 2000 - June 2005
Skills
Mutual Funds, Transfer Agency, Access, Securities, Series 7, Asset Management, ETFs, Series 6, Bloomberg, Series 63, Equities, Investments, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Wealth Management, Investment Management, Investment Advisory, Series 24, Portfolio Management, Financial Services, Fixed Income, FINRA, Uniform Combined State..., Interviewing Skills, Retirement, Retirement Planning, Series 65, 401k, Separately Managed..., Strategic Financial..., Financial Markets
Education
University of South Florida 2000 — 2004
B S, Management
Merrill Lynch March 2006 - Present
Heritage Asset Management June 2004 - February 2006
Franklin Templeton Investments January 2001 - June 2004
Skills
Series 7, Investments, Asset Management, Mutual Funds, Alternative Investments, Hedge Funds, Financial Services, Private Equity, Wealth Management, Strategic Financial..., Credit, Financial Analysis, Financial Modeling, Loans, Retirement, Sales Operations, Series 63
Education
University of Phoenix 2001 — 2003
MBA in Global Management, Business
The University of Georgia 1994 — 1998
BSFR, Biology, Wildlife
University of Miami 1991 — 1992
SAE, Architecture
Synergy Contracting Group May 2015 - Present
Clearwater Jolley Trolley August 2013 - May 2015
NCA Consultants/Group February 2002 - March 2012
Heritage Asset Management January 2000 - February 2002
Chicago Mercantile Exchange May 1998 - August 1998
Skills
New Business Development, Sales, Marketing Strategy, Account Management, Derivatives, Social Media Marketing, Marketing, Selling, Facebook, Trading, Retail, Trade Shows, Options, Commodity, PowerPoint, Finance, Management, Leadership, Small Business, Bookkeeping, Office Management, Sales Management, Team Building, Customer Service, Strategic Planning
Education
Raymond James University 2001 — 2002
St. Petersburg College 1999 — 2001
Lakewood High School 1995 — 1999
.
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