Eric Souza Email & Phone Number
Senior Portfolio Manager @ Capital Advisors Group, Inc.
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Eric Souza Location
- United States
Eric Souza Work
- 2023 -now Senior Portfolio Manager @
- 2013 -2023 Senior Portfolio Manager, SVB Asset Management @
- 2006 -2013 Head of Fixed Income Trading, Assistant Vice President @
- 2005 -2006 ABS and CMBS and CMO Trader - Vice President @ Stone & Youngberg
- 2003 -2005 Fixed Income Position Trader - MBS and CMO and ABS @ Schwab Capital Markets
- 1995 -2003 Fixed Income Portfolio Manager and Trader @
Eric Souza Education
- Saint Mary's College of California
MS Finance (Masters Financial Analysis/Investment Management)
2010-2011 - California State University-Hayward
BS (Business Administration/Finance)
1991-1995 - Moreau Catholic High School 1990
Eric Souza Skills
- Bonds
- ABS
- MBS
- Asset Management
- Portfolio Management
- Fixed Income
- Trading
- Capital Markets
- Series 7
- Mutual Funds
- Electronic Trading
- Investments
- Credit
- Securities
- CMBS
- Emerging Markets
- High Yield
- Bloomberg
- Derivatives
- Financial Risk
- Money Market
- Risk Management
- Hedge Funds
- Financial Structuring
- Alternative Investments
- Equities
- Funding
- Asset Allocation
- Structured Products
- Options
- ETFs
- Series 63
- Investment Management
- Separately Managed Accounts
- Investment Strategies
- Financial Markets
- Treasury
- Operations
- Project Management
- High Grade
- Financial Analysis
- Business Development
- Analytical Skill
Eric Souza Summary
- Eric Souza, based in United States, is currently a Senior Portfolio Manager at Capital Advisors Group, Inc.. Eric Souza brings experience from previous roles at Silicon Valley Bank, Natixis Investment Managers, Stone & Youngberg and Schwab Capital Markets. Eric Souza holds a 2010 - 2011 MS Finance in Masters Financial Analysis/Investment Management @ Saint Mary's College of California. With a robust skill set that includes Bonds, ABS, MBS, Asset Management, Portfolio Management and more. Eric Souza has 2 emails and 2 mobile phone numbers on RocketReach.
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