Heritage Asset Management

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Heritage Asset Management Employees

Employee
Years
Job
Industry
Meghan Kitzinger CIMA® Meghan Kitzinger CIMA® Saint Petersburg, Florida Details
Meghan Kitzinger CIMA®'s Heritage Asset Management Experience December 2004 - January 2006
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

Carlos Ingram Carlos Ingram Birmingham, Alabama Area Details
Carlos Ingram's Heritage Asset Management Experience October 1999 - Present
Job V.P. Wealth Management, Heritage Asset Management
Industry Financial Services
Experience
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

Mary Howell Mary Howell Tampa/St. Petersburg, Florida Area Details
Mary Howell's Heritage Asset Management Experience May 2000 - May 2004
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

Brad Blanton Brad Blanton Tampa/St. Petersburg, Florida Area Details
Brad Blanton's Heritage Asset Management Experience October 1993 - January 1998
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

Janeen Whoolery Janeen Whoolery Tampa/St. Petersburg, Florida Area Details
Janeen Whoolery's Heritage Asset Management Experience January 2000 - June 2005
Job AVP, Transfer Agent Services, Raymond James
Industry Financial Services
Experience
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

Scott Averitt Scott Averitt Dallas/Fort Worth Area Details
Scott Averitt's Heritage Asset Management Experience June 2004 - February 2006
Job Regional Alternative Investments Specialist
Industry Financial Services
Experience
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

Erin Witts Erin Witts Clearwater, Florida Details
Erin Witts's Heritage Asset Management Experience January 2000 - February 2002
Job Synergy Contracting Group
Industry Transportation/Trucking/Railroad
Experience
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

.

K. Dean Vrakas K. Dean Vrakas Tampa/St. Petersburg, Florida Area Details
K. Dean Vrakas's Heritage Asset Management Experience May 2005 - December 2008
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