Lucas Iacovino

Research Analyst at Eagle Asset Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Series 66
    NASAA
    Nov, 2019
    - Nov, 2024
  • Series 7
    FINRA
    Aug, 2019
    - Nov, 2024
  • Securities Industry Essentials (SIE)
    FINRA
    Jul, 2019
    - Nov, 2024
  • Open Water Diver
    PADI
    Aug, 2018
    - Nov, 2024
  • Pennsylvania Real Estate License
    -
    Jun, 2018
    - Nov, 2024

Experience

  • Eagle Asset Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Research Analyst
      • Jul 2020 - Present

      Credit analyst supporting a suite of taxable fixed income and multi-asset SMA strategies Credit analyst supporting a suite of taxable fixed income and multi-asset SMA strategies

  • Raymond James
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth and Investment Management Analyst
      • May 2019 - Dec 2020

      An analyst within the Accelerated Development Program (ADP), a 19-month rotational program focused on areas of investment research, consulting, and wealth management First Rotation: Raymond James Investment Mangement Second rotation: Private Client Group - Investment Products Third rotation: Eagle Asset Management - Fixed Income Research An analyst within the Accelerated Development Program (ADP), a 19-month rotational program focused on areas of investment research, consulting, and wealth management First Rotation: Raymond James Investment Mangement Second rotation: Private Client Group - Investment Products Third rotation: Eagle Asset Management - Fixed Income Research

  • L and S Auctions
    • Founder
      • Jul 2016 - May 2019

      • Launched L and S Auctions to offer a local service to help clients effortlessly make extra cash. Through various online sale platforms (eBay and Craigslist), we sell the items our clients no longer have any use for • Oversaw the operation and diligence of seven employees • Led client communication and organization of client appointments • Managed communication with potential buyers and organization of final sale transactions • Launched L and S Auctions to offer a local service to help clients effortlessly make extra cash. Through various online sale platforms (eBay and Craigslist), we sell the items our clients no longer have any use for • Oversaw the operation and diligence of seven employees • Led client communication and organization of client appointments • Managed communication with potential buyers and organization of final sale transactions

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Global Wealth Management Intern
      • May 2018 - Jul 2018

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Global Wealth Management Intern
      • Jun 2017 - Aug 2017

  • Philadelphia Freedom Lacrosse Club
    • Assistant Lacrosse Coach
      • May 2016 - Aug 2017

Education

  • Penn State University
    Bachelor of Science (B.S.), Finance
    2015 - 2019
  • Downingtown East High School
    2011 - 2015

Community

You need to have a working account to view this content. Click here to join now