Eric Heath, CFA

Reviewer
DISC Type : Ci

VP, Equity Research Analyst at KeyBanc Capital Markets

New York, New York, United States

Overview

Eric Heath is a Vice President and Equity Research Analyst at KeyBanc Capital Markets, specializing in the security and infrastructure software sectors. A Chartered Financial Analyst (CFA) and Siena College graduate, he has lead coverage of cybersecurity companies since 2022, building on his previous experience at Raymond James.

There is no publicly available information regarding Erics personal life, hobbies, or interests outside of his professional career.

He moderated a panel on Generative AI at KeyBancs Emerging Technology Summit, discussing its momentum and the role of infrastructure in its evolution.

Personality Overview

Late Adopter

Challenger

Persuasive & Assertive

They are generally good communicators and can be hard to convince.  They ask a lot of questions and rely heavily on information and collaterals. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Cybersecurity Stocks
Has lead coverage of cybersecurity companies since 2022, analyzing firms like Zscaler, CrowdStrike, and Palo Alto Networks for KeyBanc Capital Markets.
Infrastructure Software
His primary area of expertise, having supported coverage of this sector at Raymond James before focusing on security software at KeyBanc.
Generative AI
He recently moderated a panel of industry leaders on the current momentum and future of Generative AI at an Emerging Technology Summit.

Media Appearances

Eric has no verified media appearances

Work History

4-2023
VP, Equity Research Analyst at KeyBanc Capital Markets
6-2020 - 3-2023
Associate Analyst at KeyBanc Capital Markets
1-2020 - 5-2020
Senior Equity Research Associate - Team Lead at Raymond James
7-2019 - 12-2019
Senior Equity Research Associate at Raymond James
10-2017 - 6-2019
Equity Research Associate at Raymond James

Education

2010 - 2014
Bachelor’s Degree from Siena University
2006 - 2010
High School from John Jay High School

More Information

Social Presence :

Prographics :

Exp : 11 Location : New York, New York, United States Job Level : Senior Designation : VP, Equity Research Analyst at KeyBanc Capital Markets
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Insights For Selling To Eric

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Build rapport, it will come handy to handle hard questions later
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Eric

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Eric move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Eric take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Eric

Personality Compatibility


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