Eric Heath

Eric Heath is a finance professional who has successfully cleared all three levels of the CFA exam and is working towards completing the required work experience to receive the CFA charter. He has a Bachelor's degree in Finance from Siena College, where he graduated Cum Laude.

Eric's professional experience includes working as an Equity Research Associate at Raymond James, where he analyzes financial data and provides actionable investment advice to clients. He also worked as an Investment Analyst at Sompo International, where he conducted research and due diligence for potential investments across multiple industries.

Prior to that, Eric worked as a Treasury Analyst at Omnicom Group, where he managed the company's daily cash balances and assisted with the implementation of new banking platforms. He also worked as an Equity Research Analyst at Siena College Bjorklund Fund, where he conducted research and presented analysis on publicly traded companies. Eric began his finance career with internships at Pershing, a BNY Mellon company, and First Investors Corporation.

Eric's educational background and professional experience demonstrate his expertise in finance, investment analysis, and research. He is a driven and detail-oriented professional, committed to providing the highest level of service and quality analysis to clients and stakeholders.