Eaton Vance
Industry: Investment management company
DescriptionEaton Vance Corp. is one of the oldest investment management firms in the United States, with a history dating back to 1924. Eaton Vance and its affiliates offer individuals and institutions investment products and wealth management services and creation, marketing, and management of investment funds. AUM: US$422.316 billion as of 7/31/17 CEO: Thomas E. Faust Jr. (1 Nov 2007–) Headquarters: Boston, Massachusetts, United States Subsidiaries: Parametric Portfolio Associates LLC,
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Eaton Vance Employees
Employee
Years
Job
Industry
Natalia Glekel, CFA Natalia Glekel, CFA's Eaton Vance Experience January 2007 - December 2008
Job Credit Analyst at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments April 2013 - Present
Lee Munder Capital Group December 2010 - March 2013
Fidelity Investments June 2009 - November 2010
Wilmington trust 2009 - 2009
Eaton Vance January 2007 - December 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
Suffolk University
Women in Business Conference @ HBS
Standard Life Investments April 2013 - Present
Lee Munder Capital Group December 2010 - March 2013
Fidelity Investments June 2009 - November 2010
Wilmington trust 2009 - 2009
Eaton Vance January 2007 - December 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
Suffolk University
Women in Business Conference @ HBS
Harry Anscher Harry Anscher's Eaton Vance Experience June 2011 - August 2011
Job Associate at TCW Direct lending
Industry Financial Services
Experience
The TCW Group April 2015 - Present
NewStar Financial November 2014 - April 2015
NewStar Financial June 2012 - November 2014
Eaton Vance June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
Portfolio Management, Microsoft Excel, Leveraged Finance, Financial Analysis, Financial Modeling, Everest by Black..., Capital IQ, Mergers & Acquisitions, PowerPoint
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Finance
Jericho High School
The TCW Group April 2015 - Present
NewStar Financial November 2014 - April 2015
NewStar Financial June 2012 - November 2014
Eaton Vance June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
Portfolio Management, Microsoft Excel, Leveraged Finance, Financial Analysis, Financial Modeling, Everest by Black..., Capital IQ, Mergers & Acquisitions, PowerPoint
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Finance
Jericho High School
Sarah Orvin, CFA Sarah Orvin, CFA's Eaton Vance Experience August 2008 - Present
Job Global Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2008 - Present
Eaton Vance November 2010 - November 2011
Eaton Vance May 2009 - November 2010
Eaton Vance August 2008 - May 2009
Education
Boston College 2004 — 2008
B.A., Political Science, History
The London School of Economics and Political Science (LSE) 2006 — 2007
Eaton Vance August 2008 - Present
Eaton Vance November 2010 - November 2011
Eaton Vance May 2009 - November 2010
Eaton Vance August 2008 - May 2009
Education
Boston College 2004 — 2008
B.A., Political Science, History
The London School of Economics and Political Science (LSE) 2006 — 2007
Jessica Savageau's Eaton Vance Experience June 2013 - Present
Job Retail RFP Team Lead at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2013 - Present
Eaton Vance November 2010 - June 2013
Eaton Vance April 2007 - November 2010
MFS Investment Management March 2006 - April 2007
MFS Investment Management August 2005 - March 2006
Skills
Mutual Funds, Investment Strategies, Separately Managed..., Strategic Financial..., RFP, Alternative Investments
Education
Boston University 1999 — 2003
Bachelor of Arts, Political Science & Comparative Religion (Double Major)
Boston University
Bachelor's degree
Eaton Vance June 2013 - Present
Eaton Vance November 2010 - June 2013
Eaton Vance April 2007 - November 2010
MFS Investment Management March 2006 - April 2007
MFS Investment Management August 2005 - March 2006
Skills
Mutual Funds, Investment Strategies, Separately Managed..., Strategic Financial..., RFP, Alternative Investments
Education
Boston University 1999 — 2003
Bachelor of Arts, Political Science & Comparative Religion (Double Major)
Boston University
Bachelor's degree
Carl Hassett Carl Hassett's Eaton Vance Experience August 2008 - July 2012
Job President of Jibe Films, LLC
Industry Entertainment
Experience
Jibe Films, LLC July 2012 - Present
Eaton Vance August 2008 - July 2012
Putnam Investments July 2007 - July 2008
Putnam Investments February 2007 - July 2007
Northwestern Mutual October 2005 - May 2006
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Solution Selling, Series 79, Series 7, Series 65, Series 63, Series 6, Limited Partnerships, Video Production, Directing, Videography, Film Editing, Marketing Strategy, Final Cut Pro, Canon DSLR, Video Camera, Photography, Wordpress, Website Design
Education
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science (B.S.), Marketing
Bond University 2005 — 2006
Jibe Films, LLC July 2012 - Present
Eaton Vance August 2008 - July 2012
Putnam Investments July 2007 - July 2008
Putnam Investments February 2007 - July 2007
Northwestern Mutual October 2005 - May 2006
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Solution Selling, Series 79, Series 7, Series 65, Series 63, Series 6, Limited Partnerships, Video Production, Directing, Videography, Film Editing, Marketing Strategy, Final Cut Pro, Canon DSLR, Video Camera, Photography, Wordpress, Website Design
Education
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science (B.S.), Marketing
Bond University 2005 — 2006
Jordan Marciello's Eaton Vance Experience May 2015 - Present
Job Legal Intern at Eaton Vance
Industry Legal Services
Experience
Eaton Vance May 2015 - Present
Suffolk University Law School September 2014 - May 2015
Thornton Law Firm LLP May 2014 - August 2014
Black Rock Country Club May 2010 - August 2013
Hill Holliday September 2012 - May 2013
Education Development Center May 2012 - August 2012
Bloomingdale's September 2011 - January 2012
Education
Suffolk University Law School 2013 — 2016
Juris Doctor (J.D.), Business Law and Financial Services
Boston College 2011 — 2013
Bachelor's Degree, Marketing at Wallace E. Carroll School of Management
Notre Dame Academy 2005 — 2009
High School Degree
Eaton Vance May 2015 - Present
Suffolk University Law School September 2014 - May 2015
Thornton Law Firm LLP May 2014 - August 2014
Black Rock Country Club May 2010 - August 2013
Hill Holliday September 2012 - May 2013
Education Development Center May 2012 - August 2012
Bloomingdale's September 2011 - January 2012
Education
Suffolk University Law School 2013 — 2016
Juris Doctor (J.D.), Business Law and Financial Services
Boston College 2011 — 2013
Bachelor's Degree, Marketing at Wallace E. Carroll School of Management
Notre Dame Academy 2005 — 2009
High School Degree
Julia Krakow Julia Krakow's Eaton Vance Experience June 2012 - May 2013
Job Senior Associate at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual June 2013 - Present
Eaton Vance June 2012 - May 2013
Nordstrom June 2011 - August 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Research, Microsoft Word, Morningstar Direct, Zephyr Style Advisor, Bloomberg, ERS
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
University College Cork 2012 — 2012
Liberty Mutual June 2013 - Present
Eaton Vance June 2012 - May 2013
Nordstrom June 2011 - August 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Research, Microsoft Word, Morningstar Direct, Zephyr Style Advisor, Bloomberg, ERS
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
University College Cork 2012 — 2012
Eric Phung's Eaton Vance Experience September 2012 - November 2012
Job Consultant at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting September 2014 - Present
Boston College September 2011 - May 2014
FTI Consulting May 2013 - August 2013
Eaton Vance September 2012 - November 2012
Thomson Reuters June 2012 - August 2012
YouSwoop.com June 2011 - August 2011
Minnesota Democratic Farmer Labor Party June 2010 - September 2010
Skills
Microsoft Excel, ThomsonOne, Data Analysis, Pivot Tables, Macro, Vlookup, SharePoint, PowerPoint, Microsoft Office, Forecasting, Financial Analysis
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science, Finance and Accounting
Wayzata High School 2006 — 2010
High School Diploma
FTI Consulting September 2014 - Present
Boston College September 2011 - May 2014
FTI Consulting May 2013 - August 2013
Eaton Vance September 2012 - November 2012
Thomson Reuters June 2012 - August 2012
YouSwoop.com June 2011 - August 2011
Minnesota Democratic Farmer Labor Party June 2010 - September 2010
Skills
Microsoft Excel, ThomsonOne, Data Analysis, Pivot Tables, Macro, Vlookup, SharePoint, PowerPoint, Microsoft Office, Forecasting, Financial Analysis
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science, Finance and Accounting
Wayzata High School 2006 — 2010
High School Diploma
L Carleton's Eaton Vance Experience February 2008 - June 2011
Job Consultant at WinterWyman
Industry Financial Services
Experience
WinterWyman January 2014 - Present
Self-Employed Artist January 2010 - Present
SOTEC CONSULTING, INC May 2012 - October 2012
Commonwealth Financial Network March 2012 - May 2012
Eaton Vance February 2008 - June 2011
Sun Life Financial Distributors June 2005 - February 2008
Sun Life financial 2005 - 2008
Automated Business Development October 2003 - June 2005
John Hancock December 2002 - October 2003
Met Life June 1998 - December 2002
Skills
CRD, Insurance, FINRA, Risk Management, Securities, Mutual Funds, Investments, Process Improvement, Asset Managment, Analysis, Project Management, Licensing, 1940 Act, AML, OBA, SEC filings, Due Diligence, Access, Asset Management, Training, Series 7, Series 63, Financial Services
Education
University of Massachusetts Boston 2008 — 2011
BA
Harold Washington College 1998 — 1998
N/A
Boston Latin School 1987 — 1994
WinterWyman January 2014 - Present
Self-Employed Artist January 2010 - Present
SOTEC CONSULTING, INC May 2012 - October 2012
Commonwealth Financial Network March 2012 - May 2012
Eaton Vance February 2008 - June 2011
Sun Life Financial Distributors June 2005 - February 2008
Sun Life financial 2005 - 2008
Automated Business Development October 2003 - June 2005
John Hancock December 2002 - October 2003
Met Life June 1998 - December 2002
Skills
CRD, Insurance, FINRA, Risk Management, Securities, Mutual Funds, Investments, Process Improvement, Asset Managment, Analysis, Project Management, Licensing, 1940 Act, AML, OBA, SEC filings, Due Diligence, Access, Asset Management, Training, Series 7, Series 63, Financial Services
Education
University of Massachusetts Boston 2008 — 2011
BA
Harold Washington College 1998 — 1998
N/A
Boston Latin School 1987 — 1994
Eileen Tam Eileen Tam's Eaton Vance Experience November 2011 - Present
Job AVP, Product Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2011 - Present
Eaton Vance July 2004 - November 2011
Sagemark Consulting September 2001 - March 2004
Skills
Mutual Funds, Alternative Investments, Estate Planning, Newsletters, Marketing, Competitive Analysis, Series 7, Financial Services, Wealth Management, Asset Allocation
Education
The Ohio State University
Bachelor of Arts, Communications
Boston University
Eaton Vance November 2011 - Present
Eaton Vance July 2004 - November 2011
Sagemark Consulting September 2001 - March 2004
Skills
Mutual Funds, Alternative Investments, Estate Planning, Newsletters, Marketing, Competitive Analysis, Series 7, Financial Services, Wealth Management, Asset Allocation
Education
The Ohio State University
Bachelor of Arts, Communications
Boston University
Claire Schoen, LMSW Claire Schoen, LMSW's Eaton Vance Experience September 2010 - August 2011
Job Pediatric Cardiology Social Worker at The Mount Sinai Hospital
Industry Individual & Family Services
Experience
The Mount Sinai Hospital January 2015 - Present
The Mount Sinai Hospital July 2013 - January 2015
New York Presbyterian Hospital September 2012 - May 2013
STEPS to End Family Violence (RAPP) September 2011 - May 2012
Eaton Vance September 2010 - August 2011
Skills
Community Outreach, Non-profits, Social Services, Event Planning, Research, PowerPoint, Microsoft Excel, Microsoft Office, Fundraising, Public Speaking, Microsoft Word, Outlook, Program Development, Program Evaluation, Editing, Workshop Facilitation, Social Media, Motivational...
Education
Columbia University in the City of New York 2011 — 2013
Master of Science (M.S.), Social Work
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Human Development and English
The Mount Sinai Hospital January 2015 - Present
The Mount Sinai Hospital July 2013 - January 2015
New York Presbyterian Hospital September 2012 - May 2013
STEPS to End Family Violence (RAPP) September 2011 - May 2012
Eaton Vance September 2010 - August 2011
Skills
Community Outreach, Non-profits, Social Services, Event Planning, Research, PowerPoint, Microsoft Excel, Microsoft Office, Fundraising, Public Speaking, Microsoft Word, Outlook, Program Development, Program Evaluation, Editing, Workshop Facilitation, Social Media, Motivational...
Education
Columbia University in the City of New York 2011 — 2013
Master of Science (M.S.), Social Work
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Human Development and English
Maureen O'Malley Maureen O'Malley's Eaton Vance Experience September 2010 - March 2015
Job Legal Executive Assistant (IP) at Ropes & Gray LLP
Industry Financial Services
Experience
Ropes & Gray LLP June 2015 - Present
Eaton Vance September 2010 - March 2015
William Raveis Real Estate May 2011 - October 2014
New York Life Insurance Company July 2009 - June 2010
Barry Financial LLC November 2006 - July 2009
Looney & Grossman LLP July 2005 - November 2006
Gannon & Hurley, P.C. June 2004 - July 2005
Skills
Legal Support Services, Executive Level..., Intellectual Property, SEC filings, Securities, Legal Discovery, Legal Documents, Confidential Documents, Document Preparation, Invoice Processing, Calendaring, Travel Arrangements, Meeting Scheduling, Microsoft Office, Formatting Documents, EDGAR filings, XBRL, Subpoenas, File Management, Audio Transcription, Website Updating, General Correspondence, Presentation Material, Archival Management, Supply Purchasing, Leadership
Education
Northeastern University 1998 — 2003
Bachelor of Science, Communications & Environmental Studies
Bond University 2001 — 2001
Queensland, Australia, Liberal Arts
Ropes & Gray LLP June 2015 - Present
Eaton Vance September 2010 - March 2015
William Raveis Real Estate May 2011 - October 2014
New York Life Insurance Company July 2009 - June 2010
Barry Financial LLC November 2006 - July 2009
Looney & Grossman LLP July 2005 - November 2006
Gannon & Hurley, P.C. June 2004 - July 2005
Skills
Legal Support Services, Executive Level..., Intellectual Property, SEC filings, Securities, Legal Discovery, Legal Documents, Confidential Documents, Document Preparation, Invoice Processing, Calendaring, Travel Arrangements, Meeting Scheduling, Microsoft Office, Formatting Documents, EDGAR filings, XBRL, Subpoenas, File Management, Audio Transcription, Website Updating, General Correspondence, Presentation Material, Archival Management, Supply Purchasing, Leadership
Education
Northeastern University 1998 — 2003
Bachelor of Science, Communications & Environmental Studies
Bond University 2001 — 2001
Queensland, Australia, Liberal Arts
Tyler Munroe, MBA Tyler Munroe, MBA's Eaton Vance Experience April 2013 - February 2014
Job Leasing Consultant at Apartment Rental Experts, LLC
Industry Real Estate
Experience
Apartment Rental Experts, LLC April 2014 - Present
Eaton Vance April 2013 - February 2014
Eaton Vance October 2012 - April 2013
Eaton Vance September 2010 - October 2012
Copanion, Inc. January 2010 - May 2010
Skills
Excel, Oracle SQL, SAP, Hyperion, Essbase, Billing Systems, Great Plains, Revenue Recognition, Year End Close, Microsoft Excel, Investments, Year-end Close, Sarbanes-Oxley Act, Hyperion Enterprise, Financial Modeling, Analysis, Microsoft Dynamics GP, Great Plains Software, Finance, Financial Analysis, Process Improvement
Education
Boston University 2015 — 2016
Certificate in Real Estate, Real Estate Finance & Development
Southern New Hampshire University 2012 — 2013
MBA
Northeastern University 2011 — 2012
MBA
University of Vermont 2005 — 2010
Bachelors, Business
Holderness School 2001 — 2005
Apartment Rental Experts, LLC April 2014 - Present
Eaton Vance April 2013 - February 2014
Eaton Vance October 2012 - April 2013
Eaton Vance September 2010 - October 2012
Copanion, Inc. January 2010 - May 2010
Skills
Excel, Oracle SQL, SAP, Hyperion, Essbase, Billing Systems, Great Plains, Revenue Recognition, Year End Close, Microsoft Excel, Investments, Year-end Close, Sarbanes-Oxley Act, Hyperion Enterprise, Financial Modeling, Analysis, Microsoft Dynamics GP, Great Plains Software, Finance, Financial Analysis, Process Improvement
Education
Boston University 2015 — 2016
Certificate in Real Estate, Real Estate Finance & Development
Southern New Hampshire University 2012 — 2013
MBA
Northeastern University 2011 — 2012
MBA
University of Vermont 2005 — 2010
Bachelors, Business
Holderness School 2001 — 2005
Cathleen Connors's Eaton Vance Experience May 2014 - July 2015
Job Wealth Management Professional at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs August 2015 - Present
Eaton Vance May 2014 - July 2015
Eaton Vance August 2013 - May 2014
Eaton Vance June 2012 - April 2013
Rasky Baerlein Strategic Communications June 2011 - April 2012
Bloomingdale's June 2009 - June 2011
Massachusetts Society for the Prevention of Cruelty to Children (MSPCC) September 2009 - May 2010
WCVB-TV May 2009 - June 2009
Skills
Series 7, Series 63, Series 66, Microsoft Excel, PowerPoint, Social Media, Investments, Financial Analysis, Social Networking, Marketing, Mutual Funds, Public Relations, Media Relations, Financial Modeling
Education
Boston College - Carroll School of Management 2009 — 2013
BS, Management; Finance, Marketing
The Rivers School 2003 — 2009
Diploma
Goldman Sachs August 2015 - Present
Eaton Vance May 2014 - July 2015
Eaton Vance August 2013 - May 2014
Eaton Vance June 2012 - April 2013
Rasky Baerlein Strategic Communications June 2011 - April 2012
Bloomingdale's June 2009 - June 2011
Massachusetts Society for the Prevention of Cruelty to Children (MSPCC) September 2009 - May 2010
WCVB-TV May 2009 - June 2009
Skills
Series 7, Series 63, Series 66, Microsoft Excel, PowerPoint, Social Media, Investments, Financial Analysis, Social Networking, Marketing, Mutual Funds, Public Relations, Media Relations, Financial Modeling
Education
Boston College - Carroll School of Management 2009 — 2013
BS, Management; Finance, Marketing
The Rivers School 2003 — 2009
Diploma
Joseph Marin Joseph Marin's Eaton Vance Experience June 2014 - August 2014
Job Analyst at Charles River Associates
Industry Research
Experience
Eaton Vance June 2014 - August 2014
Boston College September 2013 - December 2013
Constant Contact June 2013 - August 2013
PepsiCo May 2012 - August 2012
Darden June 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Microsoft Word, Tutoring, Economic Research, Economics, PowerPoint, Statistics, SQL, Business Analysis, Databases, Regression Models, Outlook, Windows, Microsoft Office, Analysis, SharePoint, OBI, Bloomberg, Eagle PACE, Lipper, Morningstar Direct, Analytics, Stata, Econometrics, Research, Statistical Modeling, Bloomberg Terminal, Quantitative Analytics, Financial Modeling, Mutual Funds, Microeconomics, Macroeconomics, Financial Analysis, Critical Thinking, Quantitative Research, Economic Data Analysis, Emerging Markets, Regression Analysis
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Theology
John Cabot University 2014 — 2014
Economics and Theology, 3.86
Eaton Vance June 2014 - August 2014
Boston College September 2013 - December 2013
Constant Contact June 2013 - August 2013
PepsiCo May 2012 - August 2012
Darden June 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Microsoft Word, Tutoring, Economic Research, Economics, PowerPoint, Statistics, SQL, Business Analysis, Databases, Regression Models, Outlook, Windows, Microsoft Office, Analysis, SharePoint, OBI, Bloomberg, Eagle PACE, Lipper, Morningstar Direct, Analytics, Stata, Econometrics, Research, Statistical Modeling, Bloomberg Terminal, Quantitative Analytics, Financial Modeling, Mutual Funds, Microeconomics, Macroeconomics, Financial Analysis, Critical Thinking, Quantitative Research, Economic Data Analysis, Emerging Markets, Regression Analysis
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Theology
John Cabot University 2014 — 2014
Economics and Theology, 3.86
Emily Theurer's Eaton Vance Experience June 2013 - January 2014
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
State Street June 2014 - July 2015
Eaton Vance June 2013 - January 2014
J.P. Morgan February 2013 - April 2013
Office of Senator Scott Brown August 2012 - December 2012
Boston Duck Tours September 2011 - June 2012
Accounts Payable Office Boston University January 2012 - May 2012
Skills
Microsoft Excel, Teaching, Customer Service, Microsoft Word, Microsoft Office, Spanish, Data Analysis, Teamwork, Public Speaking, Event Planning, SAP, Final Cut Pro, Editing, Social Networking, SharePoint, Outlook, Morningstar Direct, Bloomberg, OBI, Lipper, Financial Analysis, Mutual Funds, Bloomberg Terminal, Account Reconciliation, Trade Review, Multi Currency Horizon...
Education
Boston University 2010 — 2014
Economics and Business Administration
Boston University London Programme 2013 — 2013
Economics and Finance
Burlington High School 2006 — 2010
State Street August 2015 - Present
State Street June 2014 - July 2015
Eaton Vance June 2013 - January 2014
J.P. Morgan February 2013 - April 2013
Office of Senator Scott Brown August 2012 - December 2012
Boston Duck Tours September 2011 - June 2012
Accounts Payable Office Boston University January 2012 - May 2012
Skills
Microsoft Excel, Teaching, Customer Service, Microsoft Word, Microsoft Office, Spanish, Data Analysis, Teamwork, Public Speaking, Event Planning, SAP, Final Cut Pro, Editing, Social Networking, SharePoint, Outlook, Morningstar Direct, Bloomberg, OBI, Lipper, Financial Analysis, Mutual Funds, Bloomberg Terminal, Account Reconciliation, Trade Review, Multi Currency Horizon...
Education
Boston University 2010 — 2014
Economics and Business Administration
Boston University London Programme 2013 — 2013
Economics and Finance
Burlington High School 2006 — 2010
Stephen Kistner, CFA's Eaton Vance Experience March 2011 - Present
Job Investment Counselor at Eaton Vance
Industry Investment Management
Experience
Eaton Vance March 2011 - Present
Bessemer Trust October 2007 - March 2011
U. S. Trust 2004 - 2007
State Street 1983 - 2004
Education
Harvard College 1970 — 1974
A.B., History
Boston University
M.B.A., Finance
Eaton Vance March 2011 - Present
Bessemer Trust October 2007 - March 2011
U. S. Trust 2004 - 2007
State Street 1983 - 2004
Education
Harvard College 1970 — 1974
A.B., History
Boston University
M.B.A., Finance
Art MacPherson Art MacPherson's Eaton Vance Experience 1989 - 1995
Job Financial Services Editor, Writer & Researcher
Industry Financial Services
Experience
Self-Employed December 2014 - Present
Strategic Insight April 2012 - December 2014
Sun Life Financial July 2006 - March 2012
Financial Research Corp. 1999 - 2006
Keyport Life Insurance 1998 - 1999
Eaton Vance 1989 - 1995
Colonial Group 1983 - 1987
Putnam Companies 1980 - 1982
Skills
FINRA Series 6, FINRA Series 26, Research, Mutual Funds, Annuities, Editing, Writing, Strategic Planning, Marketing Strategy, Marketing Communications, Copywriting, Team Building, Investments, Word, Retirement Planning, Vendor Management, Corporate Communications, PowerPoint, Fixed Annuities, Series 6, Series 63, Retirement, Integrated Marketing, Insurance, Asset Allocation, Financial Services, Management, Relationship Management, Project Management, Sales, Marketing, FINRA, Training, Market Research, Securities, Strategic Communications, Journalism
Education
Boston Latin School
Northeastern University
B.A. (Honors), Journalism
Self-Employed December 2014 - Present
Strategic Insight April 2012 - December 2014
Sun Life Financial July 2006 - March 2012
Financial Research Corp. 1999 - 2006
Keyport Life Insurance 1998 - 1999
Eaton Vance 1989 - 1995
Colonial Group 1983 - 1987
Putnam Companies 1980 - 1982
Skills
FINRA Series 6, FINRA Series 26, Research, Mutual Funds, Annuities, Editing, Writing, Strategic Planning, Marketing Strategy, Marketing Communications, Copywriting, Team Building, Investments, Word, Retirement Planning, Vendor Management, Corporate Communications, PowerPoint, Fixed Annuities, Series 6, Series 63, Retirement, Integrated Marketing, Insurance, Asset Allocation, Financial Services, Management, Relationship Management, Project Management, Sales, Marketing, FINRA, Training, Market Research, Securities, Strategic Communications, Journalism
Education
Boston Latin School
Northeastern University
B.A. (Honors), Journalism
William Roeder's Eaton Vance Experience June 2015 - August 2015
Job Municipal Credit Research Intern at Eaton Vance
Industry Financial Services
Experience
Boston University Dining Services September 2013 - Present
Eaton Vance June 2015 - August 2015
Preston Todd Advisors January 2015 - May 2015
Skills
Research, Microsoft Office, Teamwork, Data Analysis, Event Planning, Student Affairs, Budgets, Critical Thinking, Due Diligence, Financial Analysis, Credit Analysis, Public Speaking, Analysis, Leadership
Education
Boston University Questrom School of Business 2012 — 2016
BSBA, Finance
East Brunswick High School 2008 — 2012
Boston University Dining Services September 2013 - Present
Eaton Vance June 2015 - August 2015
Preston Todd Advisors January 2015 - May 2015
Skills
Research, Microsoft Office, Teamwork, Data Analysis, Event Planning, Student Affairs, Budgets, Critical Thinking, Due Diligence, Financial Analysis, Credit Analysis, Public Speaking, Analysis, Leadership
Education
Boston University Questrom School of Business 2012 — 2016
BSBA, Finance
East Brunswick High School 2008 — 2012
Venkat R's Eaton Vance Experience January 2011 - May 2011
Job
Industry Financial Services
Experience
Royal Bank of Scotland September 2014 - Present
Royal Bank of Scotland July 2012 - August 2014
Boston College 2010 - May 2012
MIT Sloan School of Management September 2011 - December 2011
Blackford Capital, LLC May 2011 - August 2011
Eaton Vance January 2011 - May 2011
National Bank of Kuwait May 2010 - August 2010
Ernst & Young, India January 2010 - May 2010
Ernst & Young October 2007 - May 2009
Finwave Investment Research 2009 - 2009
Skills
Financial Reporting, Financial Modeling, Investment Advisory, Financial Analysis, Accounting, Private Equity, Audit, Trading, Auditing, Finance, Valuation, Portfolio Management, Banking, Internal Controls, Financial Risk, Corporate Finance, Analysis, Internal Audit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Corporate Finance
AICPA 2008 — 2009
CPA, Accounting
Indian Institute of Chartered Accountants 2000 — 2004
CA, Chartered Accountant
Royal Bank of Scotland September 2014 - Present
Royal Bank of Scotland July 2012 - August 2014
Boston College 2010 - May 2012
MIT Sloan School of Management September 2011 - December 2011
Blackford Capital, LLC May 2011 - August 2011
Eaton Vance January 2011 - May 2011
National Bank of Kuwait May 2010 - August 2010
Ernst & Young, India January 2010 - May 2010
Ernst & Young October 2007 - May 2009
Finwave Investment Research 2009 - 2009
Skills
Financial Reporting, Financial Modeling, Investment Advisory, Financial Analysis, Accounting, Private Equity, Audit, Trading, Auditing, Finance, Valuation, Portfolio Management, Banking, Internal Controls, Financial Risk, Corporate Finance, Analysis, Internal Audit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Corporate Finance
AICPA 2008 — 2009
CPA, Accounting
Indian Institute of Chartered Accountants 2000 — 2004
CA, Chartered Accountant
Audrey T. Qin's Eaton Vance Experience June 2012 - August 2012
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC November 2014 - Present
PwC September 2013 - Present
Eaton Vance June 2012 - August 2012
Standard Chartered Bank, PLC July 2011 - August 2011
Ernst &Young, LLP December 2010 - January 2011
China Merchants Bank June 2010 - August 2010
Eisenmann Corporation June 2009 - August 2009
Skills
•Basic JAVA Programming, Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Word, Accounting, Financial Reporting, Microsoft Office, Access, Financial Statement..., Auditing, Internal Controls, Teamwork, QuickBooks
Education
Boston University 2009 — 2013
Bachelor's, Business Administration
PwC November 2014 - Present
PwC September 2013 - Present
Eaton Vance June 2012 - August 2012
Standard Chartered Bank, PLC July 2011 - August 2011
Ernst &Young, LLP December 2010 - January 2011
China Merchants Bank June 2010 - August 2010
Eisenmann Corporation June 2009 - August 2009
Skills
•Basic JAVA Programming, Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Word, Accounting, Financial Reporting, Microsoft Office, Access, Financial Statement..., Auditing, Internal Controls, Teamwork, QuickBooks
Education
Boston University 2009 — 2013
Bachelor's, Business Administration
David Zigas, CFA David Zigas, CFA's Eaton Vance Experience February 2012 - Present
Job Financial Communications
Industry Financial Services
Experience
Eaton Vance February 2012 - Present
John Hancock Asset Management November 2010 - February 2012
Financial Communications November 2009 - November 2010
BNY Mellon Asset Management January 2005 - November 2009
Standish Mellon Asset Management May 2000 - January 2005
Pioneer Investment Management July 1994 - May 2000
Massachusetts Financial Services October 1993 - August 1994
Published Image (Financial Marketing Vendor) October 1992 - August 1993
Miami Daily Business Review (Time Warner) January 1991 - October 1992
Business Week May 1987 - January 1991
Skills
White Papers, Writing, Research, Editing, Analysis, Thought Leadership, Financial Writing, Financial Communications, Business Writing, Investments, Corporate Communications
Education
State University of New York at Binghamton
BA, English/Journalism
Stuyvesant High School
Academic
Eaton Vance February 2012 - Present
John Hancock Asset Management November 2010 - February 2012
Financial Communications November 2009 - November 2010
BNY Mellon Asset Management January 2005 - November 2009
Standish Mellon Asset Management May 2000 - January 2005
Pioneer Investment Management July 1994 - May 2000
Massachusetts Financial Services October 1993 - August 1994
Published Image (Financial Marketing Vendor) October 1992 - August 1993
Miami Daily Business Review (Time Warner) January 1991 - October 1992
Business Week May 1987 - January 1991
Skills
White Papers, Writing, Research, Editing, Analysis, Thought Leadership, Financial Writing, Financial Communications, Business Writing, Investments, Corporate Communications
Education
State University of New York at Binghamton
BA, English/Journalism
Stuyvesant High School
Academic
Colin Kennedy's Eaton Vance Experience December 2003 - May 2005
Job Colin Kennedy is an entrepreneur and founder of two software companies
Industry Computer Software
Experience
GemShelf June 2014 - Present
Neuron Global June 2005 - Present
Legacy Marketing Partners January 2006 - August 2006
Eaton Vance December 2003 - May 2005
Eaton Vance September 2002 - November 2003
Skills
Customer Relations, Strategic Planning, Account Management, Social Media, New Business Development, Project Management, Software Project..., Start-ups, Customer Service, Program Management, Business Development, Management, Strategy, Team Building, Entrepreneurship, Online Marketing, SEO
Education
Boston College 1998 — 2002
B.S, Finance, Philosophy
Columbia High 1994 — 1998
GemShelf June 2014 - Present
Neuron Global June 2005 - Present
Legacy Marketing Partners January 2006 - August 2006
Eaton Vance December 2003 - May 2005
Eaton Vance September 2002 - November 2003
Skills
Customer Relations, Strategic Planning, Account Management, Social Media, New Business Development, Project Management, Software Project..., Start-ups, Customer Service, Program Management, Business Development, Management, Strategy, Team Building, Entrepreneurship, Online Marketing, SEO
Education
Boston College 1998 — 2002
B.S, Finance, Philosophy
Columbia High 1994 — 1998
Jeff Brody Jeff Brody's Eaton Vance Experience 2011 - Present
Job Vice President, Director of Infrastructure Services at Eaton Vance
Industry Information Technology and Services
Experience
Eaton Vance 2011 - Present
Interactive Data Corp. 1981 - 2010
Data General 1978 - 1981
Education
Boston University 1979 — 1982
MS, Computer Science
Rensselaer Polytechnic Institute 1974 — 1978
BS, Computer Science
Eaton Vance 2011 - Present
Interactive Data Corp. 1981 - 2010
Data General 1978 - 1981
Education
Boston University 1979 — 1982
MS, Computer Science
Rensselaer Polytechnic Institute 1974 — 1978
BS, Computer Science
Cindy Corriveau Cindy Corriveau's Eaton Vance Experience September 2012 - November 2013
Job Senior Business Systems Analyst at Daniel Roberts
Industry Information Technology and Services
Experience
Boston Software Corp November 2014 - Present
Wellington Management Company, LLP April 2014 - August 2014
Eaton Vance September 2012 - November 2013
Eaton Vance 2012 - 2013
FICAM / Standish Mellon / BNY Mellon April 2011 - June 2012
Ciber, Inc. June 2010 - February 2012
GMO June 2006 - June 2010
Atlantic Trust Private Wealth Management 2010 - 2010
Mellon Financial 2005 - 2006
JP Morgan 2003 - 2005
Skills
Business Analysis, Quality Assurance, Mutual Funds, Brokerage, SDLC, Requirements Analysis, Quality Center, Visio, Fixed Income, Agile Methodologies, SQL, Business Requirements, Software Project..., Microsoft SQL Server, Portfolio Management, Business Intelligence, Requirements Gathering, Equities, Financial Services, User Acceptance Testing, Systems Analysis, Product Management, Vendor Management
Education
Boston University 2001 — 2002
Master's Certificate, Web Development
Westfield State University 1988 — 1992
BS, MIS
Boston Software Corp November 2014 - Present
Wellington Management Company, LLP April 2014 - August 2014
Eaton Vance September 2012 - November 2013
Eaton Vance 2012 - 2013
FICAM / Standish Mellon / BNY Mellon April 2011 - June 2012
Ciber, Inc. June 2010 - February 2012
GMO June 2006 - June 2010
Atlantic Trust Private Wealth Management 2010 - 2010
Mellon Financial 2005 - 2006
JP Morgan 2003 - 2005
Skills
Business Analysis, Quality Assurance, Mutual Funds, Brokerage, SDLC, Requirements Analysis, Quality Center, Visio, Fixed Income, Agile Methodologies, SQL, Business Requirements, Software Project..., Microsoft SQL Server, Portfolio Management, Business Intelligence, Requirements Gathering, Equities, Financial Services, User Acceptance Testing, Systems Analysis, Product Management, Vendor Management
Education
Boston University 2001 — 2002
Master's Certificate, Web Development
Westfield State University 1988 — 1992
BS, MIS
Marco J. Lei Marco J. Lei's Eaton Vance Experience August 2011 - January 2013
Job CFA, CPA
Industry Financial Services
Experience
Affiliated Managers Group October 2013 - Present
KPMG US January 2013 - October 2013
Eaton Vance August 2011 - January 2013
Eaton Vance April 2010 - July 2011
The Walt Disney Company June 2008 - October 2008
Skills
Financial Modeling, Financial Analysis, VBA, Due Diligence, Attention To Detail, Excel, Highly Analytical, Organizational..., Creative Problem Solving, Technologically Savvy, Professional..., US GAAP, Valuation, IFRS, Microsoft Excel
Education
University of Southern California 2008 — 2009
Master, Business Taxation
University of Southern California 2005 — 2009
Bachelor, Accounting
Boston Latin School 1999 — 2005
Physics and Mathematics
Affiliated Managers Group October 2013 - Present
KPMG US January 2013 - October 2013
Eaton Vance August 2011 - January 2013
Eaton Vance April 2010 - July 2011
The Walt Disney Company June 2008 - October 2008
Skills
Financial Modeling, Financial Analysis, VBA, Due Diligence, Attention To Detail, Excel, Highly Analytical, Organizational..., Creative Problem Solving, Technologically Savvy, Professional..., US GAAP, Valuation, IFRS, Microsoft Excel
Education
University of Southern California 2008 — 2009
Master, Business Taxation
University of Southern California 2005 — 2009
Bachelor, Accounting
Boston Latin School 1999 — 2005
Physics and Mathematics
Peter Scheve Peter Scheve's Eaton Vance Experience June 2013 - August 2013
Job Managing Associate at Beacon Consulting Group
Industry Financial Services
Experience
Beacon Consulting Group September 2015 - Present
Beacon Consulting Group May 2014 - August 2015
Eaton Vance June 2013 - August 2013
Omgeo LLC July 2010 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, SPSS, Salesforce.com, Access, Analysis, Budgets, Finance, Teamwork, Financial Modeling, Research, Pricing, Pricing Strategy, Strategic Planning, Management, Economics, Investments, Mutual Funds Operations, Bloomberg Terminal, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Process Improvement, Outlooksoft, Corporate Finance, Business Analysis, Strategy, Hedge Funds, Capital Markets, Derivatives, Financial Markets, Microsoft Office, Equities, Securities, Stata, Alternative Investments, Banking, Trading, Forecasting, Financial Services
Education
Boston College 2012 — 2014
Master of Business Administration (MBA)
Colby College 2006 — 2010
BA, Economics, Mathematics & Administrative Science
Beacon Consulting Group September 2015 - Present
Beacon Consulting Group May 2014 - August 2015
Eaton Vance June 2013 - August 2013
Omgeo LLC July 2010 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, SPSS, Salesforce.com, Access, Analysis, Budgets, Finance, Teamwork, Financial Modeling, Research, Pricing, Pricing Strategy, Strategic Planning, Management, Economics, Investments, Mutual Funds Operations, Bloomberg Terminal, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Process Improvement, Outlooksoft, Corporate Finance, Business Analysis, Strategy, Hedge Funds, Capital Markets, Derivatives, Financial Markets, Microsoft Office, Equities, Securities, Stata, Alternative Investments, Banking, Trading, Forecasting, Financial Services
Education
Boston College 2012 — 2014
Master of Business Administration (MBA)
Colby College 2006 — 2010
BA, Economics, Mathematics & Administrative Science
Albi Selko Albi Selko's Eaton Vance Experience June 2008 - July 2012
Job Senior Risk Manager at Boston Private Financial Holdings
Industry Investment Management
Experience
Boston Private Financial Holdings January 2014 - Present
Boston Private Financial Holdings July 2012 - December 2013
Eaton Vance June 2008 - July 2012
Liberty Mutual December 2006 - June 2008
Skills
Internal Controls, Accounting, Auditing, Financial Reporting, Risk Management, Internal Audit, Sarbanes-Oxley, Process Improvement, Financial Risk, Enterprise Risk..., Financial Services, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer School of Management 2010 — 2013
MBA, Strategic Management
Boston University 2000 — 2004
Bachelors, Int'l Relations
English High School 1996 — 2000
Boston Private Financial Holdings January 2014 - Present
Boston Private Financial Holdings July 2012 - December 2013
Eaton Vance June 2008 - July 2012
Liberty Mutual December 2006 - June 2008
Skills
Internal Controls, Accounting, Auditing, Financial Reporting, Risk Management, Internal Audit, Sarbanes-Oxley, Process Improvement, Financial Risk, Enterprise Risk..., Financial Services, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer School of Management 2010 — 2013
MBA, Strategic Management
Boston University 2000 — 2004
Bachelors, Int'l Relations
English High School 1996 — 2000
Andrew Spero's Eaton Vance Experience April 2014 - Present
Job Internal Wholesaler at Eaton Vance
Industry Investment Management
Experience
Eaton Vance April 2014 - Present
Northwestern Mutual May 2012 - April 2014
The Carnegie Abbey Club 2007 - 2012
Skills
Investments, Insurance, Retirement Planning, Finance, Financial Analysis, Microsoft Office, Business Planning, Mutual Funds, Financial Goals, Financial Modeling, Research, Bloomberg, Estate Planning, Budgeting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2018
Master of Business Administration (M.B.A.), Concentration: Asset Management
Saint Anselm College
Bachelor of Arts, Financial Economics
Eaton Vance April 2014 - Present
Northwestern Mutual May 2012 - April 2014
The Carnegie Abbey Club 2007 - 2012
Skills
Investments, Insurance, Retirement Planning, Finance, Financial Analysis, Microsoft Office, Business Planning, Mutual Funds, Financial Goals, Financial Modeling, Research, Bloomberg, Estate Planning, Budgeting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2018
Master of Business Administration (M.B.A.), Concentration: Asset Management
Saint Anselm College
Bachelor of Arts, Financial Economics
Alvaro Tejada's Eaton Vance Experience June 2015 - Present
Job Account Administration Specialist at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2015 - Present
Boston College Office of Residential Life September 2012 - Present
Eaton Vance June 2014 - August 2014
Beverly Hospital September 2010 - May 2011
Skills
General Office Skills, Microsoft Excel, Stata, English & Spanish..., Microsoft Office, Teamwork, Spanish, Research, SPSS, Accounting, Office Management, Bloomberg Terminal, Eagle PACE, PowerPoint, Microsoft Word, Social Media, Market Research
Education
Boston College 2011 — 2015
Bachelor of Arts, Economics
Saint John's Preparatory School 2007 — 2011
Eaton Vance June 2015 - Present
Boston College Office of Residential Life September 2012 - Present
Eaton Vance June 2014 - August 2014
Beverly Hospital September 2010 - May 2011
Skills
General Office Skills, Microsoft Excel, Stata, English & Spanish..., Microsoft Office, Teamwork, Spanish, Research, SPSS, Accounting, Office Management, Bloomberg Terminal, Eagle PACE, PowerPoint, Microsoft Word, Social Media, Market Research
Education
Boston College 2011 — 2015
Bachelor of Arts, Economics
Saint John's Preparatory School 2007 — 2011
Patrick Keogh's Eaton Vance Experience March 2014 - Present
Job Municipal Research Associate at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2014 - Present
State Street May 2013 - March 2014
State Street Bank August 2011 - May 2013
State Street Bank June 2010 - August 2011
Commonwealth of Massachusetts - Division of Banks February 2010 - April 2010
Morgan Stanley Private Wealth Management July 2008 - August 2008
Skills
Municipal Bonds, Credit Analysis, Fixed Income Analysis, Interest Rate Risk..., Business Analysis, Financial Reporting, Strategic Planning, Bloomberg, Stress Testing, CCAR, Process Improvement, Excel Dashboards, Essbase, Khalix, Quantitave Risk..., Oracle E-Business Suite, Intex, Basel I, Basel II, Basel III
Education
Boston College 2007 — 2011
Bachelor of Science (B.S.), Double Major: Economics and Management, Concentration: Finance
Eaton Vance March 2014 - Present
State Street May 2013 - March 2014
State Street Bank August 2011 - May 2013
State Street Bank June 2010 - August 2011
Commonwealth of Massachusetts - Division of Banks February 2010 - April 2010
Morgan Stanley Private Wealth Management July 2008 - August 2008
Skills
Municipal Bonds, Credit Analysis, Fixed Income Analysis, Interest Rate Risk..., Business Analysis, Financial Reporting, Strategic Planning, Bloomberg, Stress Testing, CCAR, Process Improvement, Excel Dashboards, Essbase, Khalix, Quantitave Risk..., Oracle E-Business Suite, Intex, Basel I, Basel II, Basel III
Education
Boston College 2007 — 2011
Bachelor of Science (B.S.), Double Major: Economics and Management, Concentration: Finance
Thomas (T.J.) Kelley Thomas (T.J.) Kelley's Eaton Vance Experience June 2004 - July 2005
Job Senior Pooled Product Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company September 2014 - Present
Loomis, Sayles & Company July 2009 - September 2014
Loomis, Sayles & Company September 2005 - July 2009
Eaton Vance June 2004 - July 2005
Pioneer Investments September 2003 - June 2004
Morgan Stanley May 2002 - August 2002
Skills
Equities, Investments, Mutual Funds, Asset Management, Client Service, Financial Analysis, Fixed Income, Asset Allocation, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MS, Finance
Gettysburg College 1999 — 2003
BA, Management/Business Administration
Wellesley High School 1995 — 1999
Loomis, Sayles & Company September 2014 - Present
Loomis, Sayles & Company July 2009 - September 2014
Loomis, Sayles & Company September 2005 - July 2009
Eaton Vance June 2004 - July 2005
Pioneer Investments September 2003 - June 2004
Morgan Stanley May 2002 - August 2002
Skills
Equities, Investments, Mutual Funds, Asset Management, Client Service, Financial Analysis, Fixed Income, Asset Allocation, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MS, Finance
Gettysburg College 1999 — 2003
BA, Management/Business Administration
Wellesley High School 1995 — 1999
James Bacon James Bacon's Eaton Vance Experience 1997 - 2002
Job CoFounder, Chief Investment Officer at Granite Harbor Asset Management, LLC
Industry Investment Management
Experience
Granite Harbor Asset Management, LLC May 2014 - Present
Crestwood Advisors LLC August 2009 - May 2014
Aspect Medical Systems June 2009 - July 2009
MFS Investment Management February 2005 - November 2008
Turner Investments, L.P. June 2004 - February 2005
Eaton Vance 1997 - 2002
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA)
Boston College 1993 — 1997
Bachelor of Science (BS)
Granite Harbor Asset Management, LLC May 2014 - Present
Crestwood Advisors LLC August 2009 - May 2014
Aspect Medical Systems June 2009 - July 2009
MFS Investment Management February 2005 - November 2008
Turner Investments, L.P. June 2004 - February 2005
Eaton Vance 1997 - 2002
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA)
Boston College 1993 — 1997
Bachelor of Science (BS)
Carolyn Cawley Carolyn Cawley's Eaton Vance Experience March 2014 - Present
Job Marketing Associate at Eaton Vance
Industry Investment Management
Experience
Eaton Vance March 2014 - Present
The American Ireland Fund June 2013 - January 2014
Boston College January 2013 - May 2013
The Longwood Cricket Club April 2009 - November 2012
American Islamic Congress June 2012 - September 2012
Skills
Fundraising, Nonprofits, Spanish, International Relations, Event Planning, Editing, Facebook, Social Networking, Research, Social Media, Community Outreach, Public Relations, Microsoft Office, PowerPoint, Donor Research, Major Donor Cultivation, Donor Engagement, Salesforce.com, Event Management
Education
Boston College 2009 — 2013
Bachelor's degree, International/Global Studies
Universidad Torcuato di Tella 2011 — 2012
Latin American Studies
Eaton Vance March 2014 - Present
The American Ireland Fund June 2013 - January 2014
Boston College January 2013 - May 2013
The Longwood Cricket Club April 2009 - November 2012
American Islamic Congress June 2012 - September 2012
Skills
Fundraising, Nonprofits, Spanish, International Relations, Event Planning, Editing, Facebook, Social Networking, Research, Social Media, Community Outreach, Public Relations, Microsoft Office, PowerPoint, Donor Research, Major Donor Cultivation, Donor Engagement, Salesforce.com, Event Management
Education
Boston College 2009 — 2013
Bachelor's degree, International/Global Studies
Universidad Torcuato di Tella 2011 — 2012
Latin American Studies
Julianna Vitolo's Eaton Vance Experience June 2015 - Present
Job Global Income Trading Intern at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2015 - Present
Main Street Partners May 2014 - January 2015
Boston College Connors Family Learning Center January 2014 - May 2014
The New York Times August 2013 - December 2013
Riker Danzig Scherer Hyland & Perretti LLP July 2013 - August 2013
Skills
Time Management, Teamwork, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Stata, Non-infringement
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Economics
NYU Prague
Sparta High School
Eaton Vance June 2015 - Present
Main Street Partners May 2014 - January 2015
Boston College Connors Family Learning Center January 2014 - May 2014
The New York Times August 2013 - December 2013
Riker Danzig Scherer Hyland & Perretti LLP July 2013 - August 2013
Skills
Time Management, Teamwork, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Stata, Non-infringement
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Economics
NYU Prague
Sparta High School
Helen Frame Peters Helen Frame Peters's Eaton Vance Experience 2009 - Present
Job Professor of Finance and Former Dean, Carroll School of Management, Boston College
Industry Financial Services
Experience
McLean Hospital 2011 - Present
Eaton Vance 2009 - Present
University of Pennsylvania 2006 - Present
Boston College 2003 - Present
BJ's Wholesale Club 2004 - 2011
Federal Home Loan Bank of Boston 2006 - 2009
State Street 2000 - 2009
Xenith 2004 - 2008
Tradeware Global 2000 - 2006
Peking University May 2005 - August 2005
Skills
Investments, Risk Management, Corporate Governance, Security Analysis, Corporate Finance
Education
Peking University 2005 — 2005
Finance, General
University of Pennsylvania - The Wharton School 1974 — 1979
Ph.D., Finance
University of Pennsylvania - The Wharton School 1973 — 1974
M.A., Statistics
University of Pennsylvania 1966 — 1970
B.A, Economics
Cushing Academy 1964 — 1966
High School
Ipswich 1962 — 1964
Boston College
McLean Hospital 2011 - Present
Eaton Vance 2009 - Present
University of Pennsylvania 2006 - Present
Boston College 2003 - Present
BJ's Wholesale Club 2004 - 2011
Federal Home Loan Bank of Boston 2006 - 2009
State Street 2000 - 2009
Xenith 2004 - 2008
Tradeware Global 2000 - 2006
Peking University May 2005 - August 2005
Skills
Investments, Risk Management, Corporate Governance, Security Analysis, Corporate Finance
Education
Peking University 2005 — 2005
Finance, General
University of Pennsylvania - The Wharton School 1974 — 1979
Ph.D., Finance
University of Pennsylvania - The Wharton School 1973 — 1974
M.A., Statistics
University of Pennsylvania 1966 — 1970
B.A, Economics
Cushing Academy 1964 — 1966
High School
Ipswich 1962 — 1964
Boston College
Brendan MacKenzie, CFA Brendan MacKenzie, CFA's Eaton Vance Experience August 2008 - Present
Job AVP, National Accounts Associate DCIO & SubAdvisory
Industry Financial Services
Experience
Eaton Vance August 2008 - Present
Eaton Vance February 2005 - August 2008
Skills
Mutual Funds, Series 7, Alternative Investments, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA, Asset Management
University of Vermont 2000 — 2004
BS, Business Administration
Eaton Vance August 2008 - Present
Eaton Vance February 2005 - August 2008
Skills
Mutual Funds, Series 7, Alternative Investments, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA, Asset Management
University of Vermont 2000 — 2004
BS, Business Administration
Abigail Ingalls Abigail Ingalls's Eaton Vance Experience June 2008 - August 2008
Job Vice President Credit Research at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors July 2015 - Present
Breckinridge Capital Advisors January 2015 - July 2015
Breckinridge Capital Advisors February 2014 - December 2014
Breckinridge Capital Advisors September 2013 - February 2014
Breckinridge Capital Advisors February 2013 - September 2013
Breckinridge Capital Advisors July 2011 - February 2013
Breckinridge Capital Advisors August 2009 - July 2011
Breckinridge Capital Advisors June 2009 - August 2009
Eaton Vance June 2008 - August 2008
Ameriprise Financial January 2008 - May 2008
Skills
Fixed Income, Credit Analysis, Relationship Management, Bloomberg, Investments, Bonds, Economics, Municipal Bonds, Portfolio Management, Financial Analysis, Investment Management, Finance, Sustainability, E.S.G., Impact Investing, Socially Responsible..., Sales, Marketing
Education
Boston University - School of Management 2011 — 2013
MBA, Finance
Suffolk University - Sawyer School of Management 2013 — 2013
Fixed Income
Northeastern University 2010 — 2010
Finance, General
Tufts University 2005 — 2009
Bachelor of Science (B.S.), Psychology, Economics
The Winsor School 2001 — 2005
Derby Academy
Breckinridge Capital Advisors July 2015 - Present
Breckinridge Capital Advisors January 2015 - July 2015
Breckinridge Capital Advisors February 2014 - December 2014
Breckinridge Capital Advisors September 2013 - February 2014
Breckinridge Capital Advisors February 2013 - September 2013
Breckinridge Capital Advisors July 2011 - February 2013
Breckinridge Capital Advisors August 2009 - July 2011
Breckinridge Capital Advisors June 2009 - August 2009
Eaton Vance June 2008 - August 2008
Ameriprise Financial January 2008 - May 2008
Skills
Fixed Income, Credit Analysis, Relationship Management, Bloomberg, Investments, Bonds, Economics, Municipal Bonds, Portfolio Management, Financial Analysis, Investment Management, Finance, Sustainability, E.S.G., Impact Investing, Socially Responsible..., Sales, Marketing
Education
Boston University - School of Management 2011 — 2013
MBA, Finance
Suffolk University - Sawyer School of Management 2013 — 2013
Fixed Income
Northeastern University 2010 — 2010
Finance, General
Tufts University 2005 — 2009
Bachelor of Science (B.S.), Psychology, Economics
The Winsor School 2001 — 2005
Derby Academy
Hal Barr; CPC's Eaton Vance Experience January 1989 - January 1995
Job Consultant, trainer and coach to sales organizations and nationally recognized speaker on business development
Industry Management Consulting
Experience
HDB Consulting Group August 2012 - Present
American Beacon Advisors November 2010 - February 2012
Alternative Core Solutions June 2010 - December 2010
HDB Consulting Group September 2009 - August 2010
Lincoln Financial Distributors March 2005 - September 2009
Invesco Aim January 1996 - February 2005
INVESCO 1995 - 2005
Eaton Vance January 1989 - January 1995
Skills
Leadership Development, Coaching, Strategic Planning, Team Building, Sales Management, Mutual Funds, Series 6, Alternative Investments, Series 63, Series 7, Asset Managment, Investments, Marketing Strategy, Leadership, HAL, Mentoring, Asset Allocation, Separately Managed..., Marketing, Investment Strategies, CRM, Public Speaking, Selling, Wealth Management, Sales, Risk Management, Asset Management, Training, Strategy, Fixed Annuities, Competitive Analysis, Retirement Planning, Sales Operations, Executive Management, Employee Benefits, Small Business, Financial Advisory, Finance, Series 65, ETFs, FINRA, Insurance, 401k, Strategic Financial..., Retirement, Uniform Combined State..., Investment Advisory, Relationship Management, Securities, Variable Annuities
Education
Boston College 1976 — 1977
BA&S
Boston College 1974 — 1977
Bachelor of Applied Science (B.A.Sc.)
University of Rhode Island 1973 — 1975
Warwick Veterans 1969 — 1973
HDB Consulting Group August 2012 - Present
American Beacon Advisors November 2010 - February 2012
Alternative Core Solutions June 2010 - December 2010
HDB Consulting Group September 2009 - August 2010
Lincoln Financial Distributors March 2005 - September 2009
Invesco Aim January 1996 - February 2005
INVESCO 1995 - 2005
Eaton Vance January 1989 - January 1995
Skills
Leadership Development, Coaching, Strategic Planning, Team Building, Sales Management, Mutual Funds, Series 6, Alternative Investments, Series 63, Series 7, Asset Managment, Investments, Marketing Strategy, Leadership, HAL, Mentoring, Asset Allocation, Separately Managed..., Marketing, Investment Strategies, CRM, Public Speaking, Selling, Wealth Management, Sales, Risk Management, Asset Management, Training, Strategy, Fixed Annuities, Competitive Analysis, Retirement Planning, Sales Operations, Executive Management, Employee Benefits, Small Business, Financial Advisory, Finance, Series 65, ETFs, FINRA, Insurance, 401k, Strategic Financial..., Retirement, Uniform Combined State..., Investment Advisory, Relationship Management, Securities, Variable Annuities
Education
Boston College 1976 — 1977
BA&S
Boston College 1974 — 1977
Bachelor of Applied Science (B.A.Sc.)
University of Rhode Island 1973 — 1975
Warwick Veterans 1969 — 1973
Jenna Denice's Eaton Vance Experience June 2013 - August 2013
Job Recruiting Assistant at The Boston Consulting Group
Industry Human Resources
Experience
The Boston Consulting Group June 2014 - Present
Boston College March 2013 - May 2014
Boston College September 2011 - May 2014
Eaton Vance June 2013 - August 2013
Boston College April 2012 - May 2013
Boston College April 2012 - May 2013
Tuition Management Systems June 2012 - September 2012
Boston College April 2011 - April 2012
Nautika Restaurant and Bar May 2011 - September 2011
Boston College September 2010 - April 2011
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Leadership, Management, Editing, Facebook, Social Networking, Public Speaking, Event Planning, Research, Teamwork, Recruiting, Project Management
Education
Boston College 2010 — 2014
Applied Psychology and Human Development Major, Minor in Organizational Studies, History
The Boston Consulting Group June 2014 - Present
Boston College March 2013 - May 2014
Boston College September 2011 - May 2014
Eaton Vance June 2013 - August 2013
Boston College April 2012 - May 2013
Boston College April 2012 - May 2013
Tuition Management Systems June 2012 - September 2012
Boston College April 2011 - April 2012
Nautika Restaurant and Bar May 2011 - September 2011
Boston College September 2010 - April 2011
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Leadership, Management, Editing, Facebook, Social Networking, Public Speaking, Event Planning, Research, Teamwork, Recruiting, Project Management
Education
Boston College 2010 — 2014
Applied Psychology and Human Development Major, Minor in Organizational Studies, History
Nicholas Sorenson's Eaton Vance Experience June 2013 - August 2013
Job Business Associate, Wellington Management | CFO, Downtyme | Managing Partner, Ventus Advisors | CFA Level III Candidate
Industry Investment Management
Experience
BU Finance & Investment Club Student Managed Investment Fund August 2015 - Present
Ventus Advisors January 2015 - Present
Downtyme January 2015 - Present
Wellington Management July 2014 - Present
Downtyme January 2014 - December 2014
BU Finance & Investment Club Student Managed Investment Fund June 2013 - May 2014
Eaton Vance June 2013 - August 2013
BU Finance & Investment Club Student Managed Investment Fund September 2012 - May 2013
Boston University Jazz Big Band & Jazz Combo September 2010 - May 2013
Marriott International - Copley Place, Boston July 2012 - August 2012
Skills
Entrepreneurship, Capital Structure, Capital Budgeting, Management Consulting, Finance, Investments, Financial Analysis, Management, Portfolio Management, Equity Research, Equity Trading, DCF Valuation, Microsoft Word, Research, Social Media, Music Theory, Musicianship, Bassist, Market Research, Team Leadership, Creative Writing, Time Management, Social Networking, Equity Capital Markets, Comparable Analysis, Financial Accounting, Writing, Poetry, Volleyball
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance & Entrepreneurship, Economics (Minor)
Natick High School 2006 — 2010
High School, GPA: 4.00/4.00
BU Finance & Investment Club Student Managed Investment Fund August 2015 - Present
Ventus Advisors January 2015 - Present
Downtyme January 2015 - Present
Wellington Management July 2014 - Present
Downtyme January 2014 - December 2014
BU Finance & Investment Club Student Managed Investment Fund June 2013 - May 2014
Eaton Vance June 2013 - August 2013
BU Finance & Investment Club Student Managed Investment Fund September 2012 - May 2013
Boston University Jazz Big Band & Jazz Combo September 2010 - May 2013
Marriott International - Copley Place, Boston July 2012 - August 2012
Skills
Entrepreneurship, Capital Structure, Capital Budgeting, Management Consulting, Finance, Investments, Financial Analysis, Management, Portfolio Management, Equity Research, Equity Trading, DCF Valuation, Microsoft Word, Research, Social Media, Music Theory, Musicianship, Bassist, Market Research, Team Leadership, Creative Writing, Time Management, Social Networking, Equity Capital Markets, Comparable Analysis, Financial Accounting, Writing, Poetry, Volleyball
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance & Entrepreneurship, Economics (Minor)
Natick High School 2006 — 2010
High School, GPA: 4.00/4.00
Page Hamilton's Eaton Vance Experience May 2013 - September 2013
Job Office Manager and Marketing Coordinator, Viber USA
Industry Marketing and Advertising
Experience
Viber May 2015 - Present
Putnam Investments September 2014 - January 2015
Eaton Vance May 2013 - September 2013
Rent The Runway September 2011 - September 2012
Rasky Baerlein Strategic Communications June 2012 - August 2012
Skills
Sales, Public Speaking, Customer Satisfaction, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Social Networking, Facebook, Media Relations, Customer Service, Social Media Marketing, Spanish, Leadership
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Communications
Dover Sherborn High School '10 2006 — 2010
Georgetown University 2009 — 2009
School of Continuing Studies, American Politics and Public Affairs
Viber May 2015 - Present
Putnam Investments September 2014 - January 2015
Eaton Vance May 2013 - September 2013
Rent The Runway September 2011 - September 2012
Rasky Baerlein Strategic Communications June 2012 - August 2012
Skills
Sales, Public Speaking, Customer Satisfaction, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Social Networking, Facebook, Media Relations, Customer Service, Social Media Marketing, Spanish, Leadership
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Communications
Dover Sherborn High School '10 2006 — 2010
Georgetown University 2009 — 2009
School of Continuing Studies, American Politics and Public Affairs
Chris Arthur, CFA Chris Arthur, CFA's Eaton Vance Experience June 2014 - Present
Job Relationship Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2014 - Present
LPL Financial May 2005 - May 2014
SSgA August 1997 - April 2005
Skills
Investments, Portfolio Management, Mutual Funds, Trading, Due Diligence, Financial Advisory, Alternative Investments, Equities, Series 7, Asset Managment, Asset Allocation, Management, Wealth Management, Fixed Income, Investment Strategies, Series 63, Investment Advisory, Hedge Funds, Securities, Financial Modeling, Bloomberg, Asset Management, Estate Planning, Investment Management, ETFs, FINRA
Education
Boston University 2002 — 2004
MBA, Finance, Strategy
Susquehanna University 1994 — 1998
B.A., Finance, Marketing
University College London, U. of London 1996 — 1996
Eaton Vance June 2014 - Present
LPL Financial May 2005 - May 2014
SSgA August 1997 - April 2005
Skills
Investments, Portfolio Management, Mutual Funds, Trading, Due Diligence, Financial Advisory, Alternative Investments, Equities, Series 7, Asset Managment, Asset Allocation, Management, Wealth Management, Fixed Income, Investment Strategies, Series 63, Investment Advisory, Hedge Funds, Securities, Financial Modeling, Bloomberg, Asset Management, Estate Planning, Investment Management, ETFs, FINRA
Education
Boston University 2002 — 2004
MBA, Finance, Strategy
Susquehanna University 1994 — 1998
B.A., Finance, Marketing
University College London, U. of London 1996 — 1996
Christopher Belnap's Eaton Vance Experience October 2014 - Present
Job Marketing Services Associate at Eaton Vance
Industry Higher Education
Experience
Eaton Vance October 2014 - Present
Eaton Vance May 2013 - Present
The Heights, Inc. September 2011 - May 2013
Boston College September 2009 - May 2013
Ekwanok Country Club June 2007 - August 2012
University of Western Australia February 2012 - July 2012
Mack Molding Company June 2011 - August 2011
Vermont Magazine June 2011 - August 2011
Skills
Research, Higher Education, PowerPoint, Editing, History, Microsoft Office, Academic Writing, Community Outreach, Publishing, Teamwork
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), History
Boston College
Eaton Vance October 2014 - Present
Eaton Vance May 2013 - Present
The Heights, Inc. September 2011 - May 2013
Boston College September 2009 - May 2013
Ekwanok Country Club June 2007 - August 2012
University of Western Australia February 2012 - July 2012
Mack Molding Company June 2011 - August 2011
Vermont Magazine June 2011 - August 2011
Skills
Research, Higher Education, PowerPoint, Editing, History, Microsoft Office, Academic Writing, Community Outreach, Publishing, Teamwork
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), History
Boston College
Juan Garcia's Eaton Vance Experience June 2015 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2015 - Present
MFS Investment Management February 2014 - June 2015
Fidelity Investments January 2013 - January 2014
SunTrust Bank 2006 - 2011
Easthampton Savings Bank 2004 - 2006
International Business Marketing Group 2002 - 2004
Skills
Mutual Funds, Investments, Financial Services, Finance, Retail Banking, Fixed Income, Asset Management, Fixed Annuities, Investment Management, Wealth Management, Series 7, Series 63, Equities, Financial Analysis, Banking
Education
Jack Welch Management Institute 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Business Administration (BBA), Management
Boston University 2010 — 2011
Certificate, Financial Planning
Eaton Vance June 2015 - Present
MFS Investment Management February 2014 - June 2015
Fidelity Investments January 2013 - January 2014
SunTrust Bank 2006 - 2011
Easthampton Savings Bank 2004 - 2006
International Business Marketing Group 2002 - 2004
Skills
Mutual Funds, Investments, Financial Services, Finance, Retail Banking, Fixed Income, Asset Management, Fixed Annuities, Investment Management, Wealth Management, Series 7, Series 63, Equities, Financial Analysis, Banking
Education
Jack Welch Management Institute 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Business Administration (BBA), Management
Boston University 2010 — 2011
Certificate, Financial Planning
Douglas Stockbridge Jr. Douglas Stockbridge Jr.'s Eaton Vance Experience June 2012 - August 2012
Job Fixed Income Research Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2013 - Present
Eaton Vance June 2012 - August 2012
HM Payson & Co June 2011 - September 2011
Atlantic Parking Services May 2010 - August 2011
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance, General
London School of Economics and Political Science 2011 — 2012
General Course, Accounting and Finance
Kennebunk High School 2005 — 2009
High School Diploma, General
Fidelity Investments July 2013 - Present
Eaton Vance June 2012 - August 2012
HM Payson & Co June 2011 - September 2011
Atlantic Parking Services May 2010 - August 2011
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance, General
London School of Economics and Political Science 2011 — 2012
General Course, Accounting and Finance
Kennebunk High School 2005 — 2009
High School Diploma, General
Jacqueline Kuczynski's Eaton Vance Experience June 2012 - August 2012
Job Portfolio Accountant at Clarion Partners LLC
Industry Accounting
Experience
Clarion Partners LLC July 2015 - Present
PwC September 2014 - July 2015
PwC October 2013 - August 2014
Eaton Vance June 2012 - August 2012
Skills
Microsoft Office, Bloomberg, Microsoft Excel, Accounting
Education
Boston University Questrom School of Business 2009 — 2013
Boston University
Clarion Partners LLC July 2015 - Present
PwC September 2014 - July 2015
PwC October 2013 - August 2014
Eaton Vance June 2012 - August 2012
Skills
Microsoft Office, Bloomberg, Microsoft Excel, Accounting
Education
Boston University Questrom School of Business 2009 — 2013
Boston University
David Ferrante David Ferrante's Eaton Vance Experience December 2011 - April 2012
Job Programmer Manager
Industry Computer Software
Experience
PTC April 2012 - Present
Eaton Vance December 2011 - April 2012
PTC April 2010 - December 2011
Knowledge Management Associates, LLC January 2010 - April 2010
Massachusetts Institute of Technology Sloan School of Management January 2008 - January 2010
Massachusetts Institute of Technology Federal Credit Union April 2002 - January 2008
Skills
SharePoint, ASP.NET, Visual Studio, .NET, C#, CSS, XML, JavaScript, jQuery, XSLT, Web Applications, IIS, HTML, SharePoint Designer, Microsoft SQL Server, Agile Methodologies, SDLC, SQL, AJAX, Active Directory, Web Services, Silverlight, Microsoft Office..., WCF, Software Development, Scrum, Web Development, Enterprise Software
Education
Boston University 2009 — 2011
Web development graduate certificate, Computer Science
Northeastern University 2003 — 2007
Master of Professional Studies in Informatics
University of Massachusetts Lowell 1995 — 1999
BSBA, MIS and Finance
PTC April 2012 - Present
Eaton Vance December 2011 - April 2012
PTC April 2010 - December 2011
Knowledge Management Associates, LLC January 2010 - April 2010
Massachusetts Institute of Technology Sloan School of Management January 2008 - January 2010
Massachusetts Institute of Technology Federal Credit Union April 2002 - January 2008
Skills
SharePoint, ASP.NET, Visual Studio, .NET, C#, CSS, XML, JavaScript, jQuery, XSLT, Web Applications, IIS, HTML, SharePoint Designer, Microsoft SQL Server, Agile Methodologies, SDLC, SQL, AJAX, Active Directory, Web Services, Silverlight, Microsoft Office..., WCF, Software Development, Scrum, Web Development, Enterprise Software
Education
Boston University 2009 — 2011
Web development graduate certificate, Computer Science
Northeastern University 2003 — 2007
Master of Professional Studies in Informatics
University of Massachusetts Lowell 1995 — 1999
BSBA, MIS and Finance
Anthony Zanetti Anthony Zanetti's Eaton Vance Experience August 2013 - Present
Job External Wholesaler Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2013 - Present
Skills
Mutual Funds, Closed-end Funds, Separately Managed...
Education
Stonehill College 2004 — 2008
BS
Boston University 2013 — 2016
Financial Planning Program
Springfield Cathedral High School 2000 — 2004
Eaton Vance August 2013 - Present
Skills
Mutual Funds, Closed-end Funds, Separately Managed...
Education
Stonehill College 2004 — 2008
BS
Boston University 2013 — 2016
Financial Planning Program
Springfield Cathedral High School 2000 — 2004
Alanna Poretta's Eaton Vance Experience June 2013 - August 2013
Job Analyst at J.P. Morgan
Industry Marketing and Advertising
Experience
J.P. Morgan July 2014 - Present
Merganser Capital Management December 2013 - January 2014
Eaton Vance June 2013 - August 2013
LevelUp June 2012 - August 2012
Ipswich Country Club May 2011 - August 2011
Skills
Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Sales, PowerPoint, Facebook, Spanish, Social Networking, Outlook, Marketing, Social Media Marketing, Marketing Communications, Customer Service, Event Planning, Teamwork, Public Relations, Public Speaking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor's degree, Marketing and Management Leadership, 3.66
Pentucket High School 2006 — 2010
9-12
J.P. Morgan July 2014 - Present
Merganser Capital Management December 2013 - January 2014
Eaton Vance June 2013 - August 2013
LevelUp June 2012 - August 2012
Ipswich Country Club May 2011 - August 2011
Skills
Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Sales, PowerPoint, Facebook, Spanish, Social Networking, Outlook, Marketing, Social Media Marketing, Marketing Communications, Customer Service, Event Planning, Teamwork, Public Relations, Public Speaking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor's degree, Marketing and Management Leadership, 3.66
Pentucket High School 2006 — 2010
9-12
Amanda Fredrickson's Eaton Vance Experience June 2010 - August 2010
Job Human Resource Manager Transaction Services
Industry Human Resources
Experience
PwC July 2015 - Present
PwC July 2014 - June 2015
PwC August 2013 - June 2014
PricewaterhouseCoopers July 2011 - August 2013
Eaton Vance June 2010 - August 2010
Boston Capital May 2008 - August 2009
Aerial Spectrum, Inc. December 2008 - February 2009
Skills
Auditing, Internal Controls, Accounting, Internal Audit, Finance, Budgets, Financial Statements, External Audit, Sarbanes-Oxley, Software Documentation, Journal Entries, Financial Reporting, Financial Accounting, Financial Analysis, Project Management, Resource Allocation, Budget Monitoring, Manage Client..., CPA
Education
Boston University - School of Management 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Boston University - School of Management
PwC July 2015 - Present
PwC July 2014 - June 2015
PwC August 2013 - June 2014
PricewaterhouseCoopers July 2011 - August 2013
Eaton Vance June 2010 - August 2010
Boston Capital May 2008 - August 2009
Aerial Spectrum, Inc. December 2008 - February 2009
Skills
Auditing, Internal Controls, Accounting, Internal Audit, Finance, Budgets, Financial Statements, External Audit, Sarbanes-Oxley, Software Documentation, Journal Entries, Financial Reporting, Financial Accounting, Financial Analysis, Project Management, Resource Allocation, Budget Monitoring, Manage Client..., CPA
Education
Boston University - School of Management 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Boston University - School of Management
Jessica Caron's Eaton Vance Experience June 2013 - Present
Job Marketing Operations Specialist at Vertex Pharmaceuticals
Industry Marketing and Advertising
Experience
Vertex Pharmaceuticals September 2014 - Present
Eaton Vance June 2013 - Present
Hill Holliday June 2012 - August 2012
Covidien June 2011 - August 2011
Skills
Account Management, Corporate Communications, Advertising, Editing, New Business Development, Facebook, Social Media
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Philosophy, Psychology
Walpole High 2005 — 2009
High School
Vertex Pharmaceuticals September 2014 - Present
Eaton Vance June 2013 - Present
Hill Holliday June 2012 - August 2012
Covidien June 2011 - August 2011
Skills
Account Management, Corporate Communications, Advertising, Editing, New Business Development, Facebook, Social Media
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Philosophy, Psychology
Walpole High 2005 — 2009
High School
Kyle Ross's Eaton Vance Experience June 2012 - May 2013
Job Internal Wholesaler at RS Investments
Industry Financial Services
Experience
RS Investments May 2014 - Present
New York Life July 2013 - May 2014
Eaton Vance June 2012 - May 2013
New York Life January 2012 - May 2013
Boston College Career Center June 2011 - January 2013
Boston College May 2012 - August 2012
Westfield Parks and Recreation June 2008 - August 2008
Skills
Licensed Life & Health..., Series 6, Series 63, Asset Allocation, Retirement Planning, Debt Management, Student Loans, Mutual Funds, Securities, Microsoft Excel, Financial Planning, Investments, Series 7
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Finance
Westfield High School 2005 — 2009
RS Investments May 2014 - Present
New York Life July 2013 - May 2014
Eaton Vance June 2012 - May 2013
New York Life January 2012 - May 2013
Boston College Career Center June 2011 - January 2013
Boston College May 2012 - August 2012
Westfield Parks and Recreation June 2008 - August 2008
Skills
Licensed Life & Health..., Series 6, Series 63, Asset Allocation, Retirement Planning, Debt Management, Student Loans, Mutual Funds, Securities, Microsoft Excel, Financial Planning, Investments, Series 7
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Finance
Westfield High School 2005 — 2009
Eric Stein, CFA Eric Stein, CFA's Eaton Vance Experience September 2008 - Present
Job CoDirector of Global Fixed Income and Portfolio Manager at Eaton Vance
Industry Investment Management
Experience
Eaton Vance September 2008 - Present
Federal Reserve Bank of New York July 2007 - August 2008
Citigroup June 2006 - September 2006
Eaton Vance July 2002 - July 2005
Skills
Fixed Income, Currency, Global Macro, Central Banks, Asset Allocation, Emerging Markets, Fixed Income Portfolio..., Policy Analysis, Monetary Policy, International Economics, Foreign Affairs, Alternative Investments, Hedge Funds, Fixed Income Analysis, Federal Reserve, Portfolio Management, Mutual Funds, Derivatives, Economics, Bloomberg, Bonds
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Analytic Finance, Economics
Boston University Questrom School of Business 1998 — 2002
BS, Business Administration - Finance
Eaton Vance September 2008 - Present
Federal Reserve Bank of New York July 2007 - August 2008
Citigroup June 2006 - September 2006
Eaton Vance July 2002 - July 2005
Skills
Fixed Income, Currency, Global Macro, Central Banks, Asset Allocation, Emerging Markets, Fixed Income Portfolio..., Policy Analysis, Monetary Policy, International Economics, Foreign Affairs, Alternative Investments, Hedge Funds, Fixed Income Analysis, Federal Reserve, Portfolio Management, Mutual Funds, Derivatives, Economics, Bloomberg, Bonds
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Analytic Finance, Economics
Boston University Questrom School of Business 1998 — 2002
BS, Business Administration - Finance
Jac McLean's Eaton Vance Experience April 2009 - May 2012
Job Head of Distribution at Hartford Funds
Industry Investment Management
Experience
Hartford Funds January 2013 - Present
Eaton Vance April 2009 - May 2012
MFS Investment Management 2008 - April 2009
MFS Investment Management April 1993 - April 2009
Skills
Mutual Funds, Series 7, Investments, Asset Managment, Investment Management, Equities, Portfolio Management, Financial Services, Relationship Management, Wealth Management, Trading, Retail, Private Equity, Separately Managed..., Capital Markets, Business Strategy, Banking, Sales Management, Financial Analysis, Financial Modeling
Education
Boston College
BA
Hartford Funds January 2013 - Present
Eaton Vance April 2009 - May 2012
MFS Investment Management 2008 - April 2009
MFS Investment Management April 1993 - April 2009
Skills
Mutual Funds, Series 7, Investments, Asset Managment, Investment Management, Equities, Portfolio Management, Financial Services, Relationship Management, Wealth Management, Trading, Retail, Private Equity, Separately Managed..., Capital Markets, Business Strategy, Banking, Sales Management, Financial Analysis, Financial Modeling
Education
Boston College
BA
Pat Venter's Eaton Vance Experience May 2014 - July 2014
Job Law Clerk at Kirkland & Ellis LLP
Industry Law Practice
Experience
Kirkland & Ellis LLP August 2015 - Present
Kirkland & Ellis LLP May 2015 - July 2015
Boston College Law School May 2014 - December 2014
Eaton Vance May 2014 - July 2014
FTI Consulting September 2011 - July 2013
Villanova University - Department of Economics & Statistics August 2010 - May 2011
Barclays Capital June 2010 - August 2010
Education
Boston College Law School 2013 — 2016
Juris Doctor (J.D.)
Villanova University - School of Business 2007 — 2011
Bachelor of Science (B.S.), Economics, International Business
Kirkland & Ellis LLP August 2015 - Present
Kirkland & Ellis LLP May 2015 - July 2015
Boston College Law School May 2014 - December 2014
Eaton Vance May 2014 - July 2014
FTI Consulting September 2011 - July 2013
Villanova University - Department of Economics & Statistics August 2010 - May 2011
Barclays Capital June 2010 - August 2010
Education
Boston College Law School 2013 — 2016
Juris Doctor (J.D.)
Villanova University - School of Business 2007 — 2011
Bachelor of Science (B.S.), Economics, International Business
Steve Prois's Eaton Vance Experience 1999 - 2000
Job Transfer Agency Supervisor
Industry Investment Banking
Experience
Brown Brothers Harriman April 2015 - Present
NRS December 2013 - April 2015
Sallie Mae November 2011 - November 2013
UBS September 2000 - July 2008
Eaton Vance 1999 - 2000
Mellon bank 1998 - 1999
Skills
Finance, Securities, Strategic Planning, Fixed Income, Mutual Funds, Trading, Negotiation, CRM, Equities, Process Improvement, New Business Development, Leadership, Risk Management, Bloomberg, Securities Lending, Hedge Funds, Portfolio Management, Derivatives, Financial Services, Financial Modeling, Capital Markets, Asset Management, Investment Banking
Education
Boston College 1993 — 1997
BA, Political Science
somerville high 1990 — 1993
Brown Brothers Harriman April 2015 - Present
NRS December 2013 - April 2015
Sallie Mae November 2011 - November 2013
UBS September 2000 - July 2008
Eaton Vance 1999 - 2000
Mellon bank 1998 - 1999
Skills
Finance, Securities, Strategic Planning, Fixed Income, Mutual Funds, Trading, Negotiation, CRM, Equities, Process Improvement, New Business Development, Leadership, Risk Management, Bloomberg, Securities Lending, Hedge Funds, Portfolio Management, Derivatives, Financial Services, Financial Modeling, Capital Markets, Asset Management, Investment Banking
Education
Boston College 1993 — 1997
BA, Political Science
somerville high 1990 — 1993
Ed Greenaway, CFA Ed Greenaway, CFA's Eaton Vance Experience April 2008 - Present
Job
Industry Investment Management
Experience
Eaton Vance April 2008 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management
Saint Anselm College
High Point Regional High School
HS Degree
Eaton Vance April 2008 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management
Saint Anselm College
High Point Regional High School
HS Degree
Ashley Turner's Eaton Vance Experience May 2007 - September 2014
Job Pricing Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2014 - Present
Eaton Vance May 2007 - September 2014
Skills
Mutual Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Securities, Investments, Asset Management, Fund Accounting, Investment Management, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Investment Strategies, Bonds, Asset Allocation
Education
Boston University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Archbishop Williams
Wellington Management September 2014 - Present
Eaton Vance May 2007 - September 2014
Skills
Mutual Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Securities, Investments, Asset Management, Fund Accounting, Investment Management, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Investment Strategies, Bonds, Asset Allocation
Education
Boston University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Archbishop Williams
Vinh-Quang Van Ha Vinh-Quang Van Ha's Eaton Vance Experience January 2012 - Present
Job Sr. Auditor at Eaton Vance
Industry Accounting
Experience
Eaton Vance January 2012 - Present
Old Mutual Asset Management February 2009 - January 2012
KPMG June 2007 - November 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Masters, Accounting
Villanova University 2003 — 2007
BS, Accounting
Eaton Vance January 2012 - Present
Old Mutual Asset Management February 2009 - January 2012
KPMG June 2007 - November 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Masters, Accounting
Villanova University 2003 — 2007
BS, Accounting
Eleanor Murphy's Eaton Vance Experience September 2005 - September 2007
Job Manager of Business Development at Acumen Fund
Industry Nonprofit Organization Management
Experience
Acumen Fund June 2014 - Present
NOHA September 2012 - December 2013
ALPS Fund Services, Inc. August 2007 - September 2012
Eaton Vance September 2005 - September 2007
Boston South Financial Group August 2004 - May 2005
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Series 6, FINRA, Asset Management, Securities, Hedge Funds, Asset Allocation, ETFs, Wealth Management, Financial Services, Retirement Planning, Uniform Combined State..., 401k, Investment Advisory, Financial Advisory, Investment Strategies
Education
NOHA 2012 — 2014
Master's Degree, Humanities/Humanistic Studies
Boston University 2000 — 2004
Bachelor's Degree, International Relations and Affairs
Acumen Fund June 2014 - Present
NOHA September 2012 - December 2013
ALPS Fund Services, Inc. August 2007 - September 2012
Eaton Vance September 2005 - September 2007
Boston South Financial Group August 2004 - May 2005
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Series 6, FINRA, Asset Management, Securities, Hedge Funds, Asset Allocation, ETFs, Wealth Management, Financial Services, Retirement Planning, Uniform Combined State..., 401k, Investment Advisory, Financial Advisory, Investment Strategies
Education
NOHA 2012 — 2014
Master's Degree, Humanities/Humanistic Studies
Boston University 2000 — 2004
Bachelor's Degree, International Relations and Affairs
Frederick Teceno Frederick Teceno's Eaton Vance Experience January 1991 - May 1997
Job Executive Vice President, Divisional Sales Manager at PIMCO
Industry Financial Services
Experience
PIMCO September 2000 - Present
Allianz Global Investors December 2007 - December 2010
PIMCO Funds September 2000 - November 2007
Van Eck Global June 1997 - August 2000
Eaton Vance January 1991 - May 1997
Skills
Sales Management, Sales Process, Mutual Funds, ETFs, Separately Managed..., Investments, Sales Presentations, Sales Operations, Series 24, Series 7, Series 6, Series 63, Wealth Management, Asset Allocation, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Marketing, Asian Economics
University of Massachusetts Boston 1986 — 1991
BA, Economics
PIMCO September 2000 - Present
Allianz Global Investors December 2007 - December 2010
PIMCO Funds September 2000 - November 2007
Van Eck Global June 1997 - August 2000
Eaton Vance January 1991 - May 1997
Skills
Sales Management, Sales Process, Mutual Funds, ETFs, Separately Managed..., Investments, Sales Presentations, Sales Operations, Series 24, Series 7, Series 6, Series 63, Wealth Management, Asset Allocation, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Marketing, Asian Economics
University of Massachusetts Boston 1986 — 1991
BA, Economics
Frank Sweeney's Eaton Vance Experience March 2004 - Present
Job Sr. Global Account Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2004 - Present
Fidelity Investments March 1996 - March 2004
Skills
Mutual Funds, Investments, Series 7, Separately Managed..., Alternative Investments, Asset Management, Investment Management, Financial Services, Sales Management, Asset Allocation, Series 63
Education
Boston College
Bachelor of Science (BS), Accounting
Boston College - Wallace E. Carroll Graduate School of Management
Masters of Science In Finance MSF
Eaton Vance March 2004 - Present
Fidelity Investments March 1996 - March 2004
Skills
Mutual Funds, Investments, Series 7, Separately Managed..., Alternative Investments, Asset Management, Investment Management, Financial Services, Sales Management, Asset Allocation, Series 63
Education
Boston College
Bachelor of Science (BS), Accounting
Boston College - Wallace E. Carroll Graduate School of Management
Masters of Science In Finance MSF
Omar Yassin's Eaton Vance Experience June 2014 - Present
Job Research Associate at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2014 - Present
Eaton Vance June 2013 - May 2014
Central Bank of Egypt July 2011 - July 2011
Citi July 2011 - July 2011
Skills
Logo Design, Economics, Finance, Graphic Design, Public Speaking, Photoshop, Adobe Creative Suite, Final Cut Express, iMovie, Photography, Videography, Video Editing, Calligraphy, Microsoft Office, Microsoft Excel, Negotiation, Social Media, Bloomberg Terminal, Matlab, Excel VBA, Stata, Mathematical Modeling, Lightroom, Taekwondo, VBA, Data Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, magna cum laude
Boston University 2010 — 2014
Bachelor of Arts (B.A.), Economics, cum laude
The American International School in Egypt 1998 — 2010
International Baccalaureate, American Diploma, High Honors
Eaton Vance June 2014 - Present
Eaton Vance June 2013 - May 2014
Central Bank of Egypt July 2011 - July 2011
Citi July 2011 - July 2011
Skills
Logo Design, Economics, Finance, Graphic Design, Public Speaking, Photoshop, Adobe Creative Suite, Final Cut Express, iMovie, Photography, Videography, Video Editing, Calligraphy, Microsoft Office, Microsoft Excel, Negotiation, Social Media, Bloomberg Terminal, Matlab, Excel VBA, Stata, Mathematical Modeling, Lightroom, Taekwondo, VBA, Data Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, magna cum laude
Boston University 2010 — 2014
Bachelor of Arts (B.A.), Economics, cum laude
The American International School in Egypt 1998 — 2010
International Baccalaureate, American Diploma, High Honors
Howe Lin's Eaton Vance Experience May 2013 - July 2015
Job Be like water. Fierce. Flexible. Humble.
Industry Information Technology and Services
Experience
Gilead Sciences July 2015 - Present
Eaton Vance May 2013 - July 2015
SunGard Financial Systems January 2011 - May 2013
PricewaterhouseCoopers January 2009 - March 2009
Skills
Process Improvement, Strategy, Financial Modeling, Risk Management, Business Intelligence, OBIEE
Education
Boston University - School of Management 2006 — 2010
Business Administration, Finance and Organizational Behavior
University of Sydney 2009 — 2009
Financial Valuation, Human Resource Management
Gilead Sciences July 2015 - Present
Eaton Vance May 2013 - July 2015
SunGard Financial Systems January 2011 - May 2013
PricewaterhouseCoopers January 2009 - March 2009
Skills
Process Improvement, Strategy, Financial Modeling, Risk Management, Business Intelligence, OBIEE
Education
Boston University - School of Management 2006 — 2010
Business Administration, Finance and Organizational Behavior
University of Sydney 2009 — 2009
Financial Valuation, Human Resource Management
Mikel Plluska's Eaton Vance Experience April 2007 - September 2008
Job Prop Trader
Industry Financial Services
Experience
HTG Capital Partners, LLC April 2011 - Present
Chicago Prop Trading Firm November 2009 - April 2011
Individual Accounts September 2008 - November 2009
Eaton Vance April 2007 - September 2008
State Street Corp. May 2004 - April 2007
Skills
Proprietary Trading, Bloomberg, Investments, Asset Management, FX, Equities, Trading, Equity Research, Treasury, Alternative Investments, Fixed Income, Derivatives, FX Options, Investment Management, Investment Strategies, Investment Advisory, Financial Markets, Investment Banking, Electronic Trading, Options, Trading Strategies, ETFs, Bonds, Commodity, Trading Systems, Capital Markets, Securities, Portfolio Management, Technical Analysis, Global Macro, Asset Allocation
Education
Boston University Questrom School of Business 2006 — 2007
MSIM, Investment Management
Cornell University 1999 — 2003
Bachelor of Arts, Economics
HTG Capital Partners, LLC April 2011 - Present
Chicago Prop Trading Firm November 2009 - April 2011
Individual Accounts September 2008 - November 2009
Eaton Vance April 2007 - September 2008
State Street Corp. May 2004 - April 2007
Skills
Proprietary Trading, Bloomberg, Investments, Asset Management, FX, Equities, Trading, Equity Research, Treasury, Alternative Investments, Fixed Income, Derivatives, FX Options, Investment Management, Investment Strategies, Investment Advisory, Financial Markets, Investment Banking, Electronic Trading, Options, Trading Strategies, ETFs, Bonds, Commodity, Trading Systems, Capital Markets, Securities, Portfolio Management, Technical Analysis, Global Macro, Asset Allocation
Education
Boston University Questrom School of Business 2006 — 2007
MSIM, Investment Management
Cornell University 1999 — 2003
Bachelor of Arts, Economics
Michael Dirstine, CFA, CAIA's Eaton Vance Experience June 2012 - May 2015
Job Senior Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2015 - Present
Eaton Vance June 2012 - May 2015
State Street Global Advisors January 2005 - May 2012
State Street Research 2003 - 2005
Putnam Investments 1991 - 2003
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Series 7, Institutional Sales, Investments, Investment Management, Financial Modeling, Equities, Investment Strategies, Series 63, Corporate Finance, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MS, Finance
University of Massachusetts Boston 1987 — 1991
BS, Management
Pioneer Investments June 2015 - Present
Eaton Vance June 2012 - May 2015
State Street Global Advisors January 2005 - May 2012
State Street Research 2003 - 2005
Putnam Investments 1991 - 2003
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Series 7, Institutional Sales, Investments, Investment Management, Financial Modeling, Equities, Investment Strategies, Series 63, Corporate Finance, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MS, Finance
University of Massachusetts Boston 1987 — 1991
BS, Management
Debra Wekstein's Eaton Vance Experience September 1996 - June 2006
Job Senior Compliance Consultant at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments October 2014 - Present
Pioneer Investments April 2013 - September 2014
Commonwealth Financial Network July 2006 - March 2012
Eaton Vance September 1996 - June 2006
Fidelity Investments July 1994 - August 1996
Skills
Uniform Combined State..., Series 24, FINRA, Securities, Series 7, Investments, Mutual Funds, Series 63
Education
Boston College Law School 1990 — 1993
JD, cum laude, Law
University of Michigan 1986 — 1989
B.A. magna cum laude, Political Science and Near Eastern Studies
Pioneer Investments October 2014 - Present
Pioneer Investments April 2013 - September 2014
Commonwealth Financial Network July 2006 - March 2012
Eaton Vance September 1996 - June 2006
Fidelity Investments July 1994 - August 1996
Skills
Uniform Combined State..., Series 24, FINRA, Securities, Series 7, Investments, Mutual Funds, Series 63
Education
Boston College Law School 1990 — 1993
JD, cum laude, Law
University of Michigan 1986 — 1989
B.A. magna cum laude, Political Science and Near Eastern Studies
Chris Eustance, CFA's Eaton Vance Experience November 2014 - Present
Job Manager of Municipal Analytics and Operations at Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2014 - Present
Eaton Vance November 2010 - November 2014
Eaton Vance November 2007 - November 2010
State Street Corporation September 2005 - November 2007
Symbol Technologies December 2004 - July 2005
Skills
Fixed Income, Bloomberg, Mutual Funds, Investments, Asset Managment, Investment Management, Securities, Alternative Investments, Bonds, Financial Modeling, Asset Allocation, Valuation, Derivatives, Portfolio Management, Asset Management
Education
Boston College 2000 — 2004
Bachelor of Science (B.S.), Management; Finance
Boston College, Wallace E. Carroll School of Management 2000 — 2004
Degree: Bachelor of Science, Management; Finance
Eaton Vance November 2014 - Present
Eaton Vance November 2010 - November 2014
Eaton Vance November 2007 - November 2010
State Street Corporation September 2005 - November 2007
Symbol Technologies December 2004 - July 2005
Skills
Fixed Income, Bloomberg, Mutual Funds, Investments, Asset Managment, Investment Management, Securities, Alternative Investments, Bonds, Financial Modeling, Asset Allocation, Valuation, Derivatives, Portfolio Management, Asset Management
Education
Boston College 2000 — 2004
Bachelor of Science (B.S.), Management; Finance
Boston College, Wallace E. Carroll School of Management 2000 — 2004
Degree: Bachelor of Science, Management; Finance
Chuck Turgeon, CFA's Eaton Vance Experience March 2011 - Present
Job Vice President, Institutional Business Development at Eaton Vance
Industry Investment Management
Experience
Eaton Vance March 2011 - Present
Mellon Capital Management May 2007 - February 2011
Mellon Analytical Solutions 2006 - 2007
Russell/Mellon Analytical Services 1997 - 2007
Mellon Financial Corporation 1997 - 2007
Putnam Investments 1993 - 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance and Investments
Kenyon College 1989 — 1993
BA, Political Science
Eaton Vance March 2011 - Present
Mellon Capital Management May 2007 - February 2011
Mellon Analytical Solutions 2006 - 2007
Russell/Mellon Analytical Services 1997 - 2007
Mellon Financial Corporation 1997 - 2007
Putnam Investments 1993 - 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance and Investments
Kenyon College 1989 — 1993
BA, Political Science
David Oliveri's Eaton Vance Experience August 2011 - Present
Job VP, Senior Writer at The Boston Company
Industry Financial Services
Experience
Eaton Vance August 2011 - Present
The Boston Company April 2007 - August 2011
MFS Investment Management February 1998 - April 2007
Education
Northeastern University 1989 — 1991
MA, Journalism
Boston College 1984 — 1988
BA, Business Administration & Finance
Eaton Vance August 2011 - Present
The Boston Company April 2007 - August 2011
MFS Investment Management February 1998 - April 2007
Education
Northeastern University 1989 — 1991
MA, Journalism
Boston College 1984 — 1988
BA, Business Administration & Finance
Meghan Dichiara's Eaton Vance Experience 1997 - 1998
Job Program Economist at New England AntiVivisection Society
Industry Legal Services
Experience
New England Anti-Vivisection Society January 2009 - Present
Navigant Consulting 2007 - 2008
UHY Advisors 2006 - 2007
Pepper Hamilton 2004 - 2005
Perkins Thompson Hinckley & Keddy 2001 - 2001
Charles River Associates 1998 - 2001
Eaton Vance 1997 - 1998
Education
Washington and Lee University School of Law 2001 — 2004
jd, law
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
New England Anti-Vivisection Society January 2009 - Present
Navigant Consulting 2007 - 2008
UHY Advisors 2006 - 2007
Pepper Hamilton 2004 - 2005
Perkins Thompson Hinckley & Keddy 2001 - 2001
Charles River Associates 1998 - 2001
Eaton Vance 1997 - 1998
Education
Washington and Lee University School of Law 2001 — 2004
jd, law
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
Lauren Lazar, CMFC©'s Eaton Vance Experience December 2008 - March 2010
Job Associate Regional Director at Wells Fargo
Industry Investment Management
Experience
Wells Fargo Asset Management May 2014 - Present
Natixis Global Asset Management July 2012 - June 2013
Guggenheim Investments (formerly RydexSGI) March 2010 - June 2012
Eaton Vance December 2008 - March 2010
Skills
Mutual Funds, Risk Management, Alternative Investments, Microsoft Office, Investments, Series 7, Fixed Income, Financial Services, Asset Management, ETFs, Asset Allocation, Wealth Management, Investment Strategies, Securities, Equities, Series 63, Client Rapport, Leadership, FINRA, Uniform Combined State..., Investment Management, Investment Advisory, Financial Markets, Practice Management, Relationship Management, Capital Markets, Professional Phone..., Distribution Strategies, Series 65, Series 6, Sales
Education
Brandeis University 2006 — 2008
M.A., Politics/Political Theory
University of Massachusetts, Amherst 2004 — 2006
B.A., summa cum laude, Phi Beta Kappa, Philosophy and Political Science double major
Boston Latin School 1997 — 2003
College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo Asset Management May 2014 - Present
Natixis Global Asset Management July 2012 - June 2013
Guggenheim Investments (formerly RydexSGI) March 2010 - June 2012
Eaton Vance December 2008 - March 2010
Skills
Mutual Funds, Risk Management, Alternative Investments, Microsoft Office, Investments, Series 7, Fixed Income, Financial Services, Asset Management, ETFs, Asset Allocation, Wealth Management, Investment Strategies, Securities, Equities, Series 63, Client Rapport, Leadership, FINRA, Uniform Combined State..., Investment Management, Investment Advisory, Financial Markets, Practice Management, Relationship Management, Capital Markets, Professional Phone..., Distribution Strategies, Series 65, Series 6, Sales
Education
Brandeis University 2006 — 2008
M.A., Politics/Political Theory
University of Massachusetts, Amherst 2004 — 2006
B.A., summa cum laude, Phi Beta Kappa, Philosophy and Political Science double major
Boston Latin School 1997 — 2003
College/University Preparatory and Advanced High School/Secondary Diploma Program
Jason Kritzer, CFA's Eaton Vance Experience May 2012 - Present
Job Vice President at Eaton Vance Corporation
Industry Investment Management
Experience
Eaton Vance May 2012 - Present
BlackRock, Inc. June 2006 - May 2012
Putnam Investments February 1999 - June 2006
Putnam Investments 1999 - 2006
Skills
Equity Research, Bloomberg, Equity Valuation, Equities, Mutual Funds, Investment Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Boston University - School of Management 1988 — 1992
BSBA, Finance
Eaton Vance May 2012 - Present
BlackRock, Inc. June 2006 - May 2012
Putnam Investments February 1999 - June 2006
Putnam Investments 1999 - 2006
Skills
Equity Research, Bloomberg, Equity Valuation, Equities, Mutual Funds, Investment Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Boston University - School of Management 1988 — 1992
BSBA, Finance
Erick Lopez's Eaton Vance Experience April 2015 - Present
Job Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2015 - Present
Eaton Vance 2005 - Present
Aviva Life Insurance 2003 - 2004
John Hancock Life Insurance Company (U.S.A.) 2000 - 2002
Skills
Mutual Funds, Financial Services, Series 6, Series 26, Series 7, Series 24, Series 63, Series 79
Education
Boston University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Boston Latin School 1988 — 1994
Eaton Vance April 2015 - Present
Eaton Vance 2005 - Present
Aviva Life Insurance 2003 - 2004
John Hancock Life Insurance Company (U.S.A.) 2000 - 2002
Skills
Mutual Funds, Financial Services, Series 6, Series 26, Series 7, Series 24, Series 63, Series 79
Education
Boston University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Boston Latin School 1988 — 1994
Ian McGinn, C(k)P®'s Eaton Vance Experience June 2011 - Present
Job DCIO & Subadvisory Regional Representative at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2011 - Present
Eaton Vance January 2010 - July 2011
Eaton Vance January 2008 - December 2009
Eaton Vance January 2004 - December 2007
Avon Old Farms School 1999 - 2002
Skills
Series 7, Series 63, Investments, Mutual Funds, Asset Allocation, Asset Management
Education
Boston University 2002 — 2003
M. Ed, Foreign Language Education
Colby College 1995 — 1999
BA, International Studies
Eaglebrook
Eaton Vance June 2011 - Present
Eaton Vance January 2010 - July 2011
Eaton Vance January 2008 - December 2009
Eaton Vance January 2004 - December 2007
Avon Old Farms School 1999 - 2002
Skills
Series 7, Series 63, Investments, Mutual Funds, Asset Allocation, Asset Management
Education
Boston University 2002 — 2003
M. Ed, Foreign Language Education
Colby College 1995 — 1999
BA, International Studies
Eaglebrook
Jason Karmelek's Eaton Vance Experience March 2001 - September 2004
Job VP, Product Manager at Bank of America
Industry Banking
Experience
Bank of America October 2014 - Present
Bank of America May 2009 - October 2014
Bank of America January 2008 - May 2009
Bank of America September 2006 - January 2008
Bank of America September 2004 - September 2006
Eaton Vance March 2001 - September 2004
Skills
Investments, Wealth Management, Banking, Credit, Derivatives, Financial Modeling, Asset Managment, Mortgage Lending, Financial Analysis, Risk Management, Fixed Income, Finance, Strategic Financial..., Portfolio Management, Valuation, Series 7, Securities, Financial Services, Loans
Education
Suffolk University 2010 — 2014
Doctor of Law (JD), Banking and Financial Services Concentration with Distinction, 3.0
Boston University - School of Management 2005 — 2007
Master of Business Administration (MBA), Business Strategy & Analytics
University of Rhode Island - College of Business Administration 1996 — 2000
BA, Finance
Bank of America October 2014 - Present
Bank of America May 2009 - October 2014
Bank of America January 2008 - May 2009
Bank of America September 2006 - January 2008
Bank of America September 2004 - September 2006
Eaton Vance March 2001 - September 2004
Skills
Investments, Wealth Management, Banking, Credit, Derivatives, Financial Modeling, Asset Managment, Mortgage Lending, Financial Analysis, Risk Management, Fixed Income, Finance, Strategic Financial..., Portfolio Management, Valuation, Series 7, Securities, Financial Services, Loans
Education
Suffolk University 2010 — 2014
Doctor of Law (JD), Banking and Financial Services Concentration with Distinction, 3.0
Boston University - School of Management 2005 — 2007
Master of Business Administration (MBA), Business Strategy & Analytics
University of Rhode Island - College of Business Administration 1996 — 2000
BA, Finance
Michael O'Brien, CFA's Eaton Vance Experience May 2005 - Present
Job Director of Global Trading at Eaton Vance
Industry Investment Management
Experience
Eaton Vance May 2005 - Present
Wellington Management Company November 2003 - May 2005
Brown Brother Harriman May 2000 - November 2003
Skills
FX trading, ISDA negotiations, Emerging Markets, Credit Derivatives, Electronic Trading, Dodd-Frank, FX Options, Fixed Income, GMRA, Trading, Global Custody, Prime Brokerage, Interest Rate..., Futures Trading
Education
Boston College 2002 — 2004
MS, Finance
Colby College 1996 — 2000
BA, Economics & Spanish
Eaton Vance May 2005 - Present
Wellington Management Company November 2003 - May 2005
Brown Brother Harriman May 2000 - November 2003
Skills
FX trading, ISDA negotiations, Emerging Markets, Credit Derivatives, Electronic Trading, Dodd-Frank, FX Options, Fixed Income, GMRA, Trading, Global Custody, Prime Brokerage, Interest Rate..., Futures Trading
Education
Boston College 2002 — 2004
MS, Finance
Colby College 1996 — 2000
BA, Economics & Spanish
Len Dolan's Eaton Vance Experience July 2004 - Present
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance July 2004 - Present
Scudder Kemper Investments August 1991 - July 2004
Deutsche Asset Management 2002 - 2004
Deutsche Asset Management (formerly Zurich Scudder Investments) 2001 - 2004
Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank Private Wealth 1991 - 2004
Zurich Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank (formerly Scudder, Stevens & Clark) 1991 - 2004
Education
Boston University Questrom School of Business 1995 — 1999
MBA, Business
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance - Cum Laude Graduate
University of Massachusetts, Amherst 1985 — 1989
Melrose High School 1982 — 1985
Diploma
Eaton Vance July 2004 - Present
Scudder Kemper Investments August 1991 - July 2004
Deutsche Asset Management 2002 - 2004
Deutsche Asset Management (formerly Zurich Scudder Investments) 2001 - 2004
Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank Private Wealth 1991 - 2004
Zurich Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank (formerly Scudder, Stevens & Clark) 1991 - 2004
Education
Boston University Questrom School of Business 1995 — 1999
MBA, Business
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance - Cum Laude Graduate
University of Massachusetts, Amherst 1985 — 1989
Melrose High School 1982 — 1985
Diploma
Kelley Baccei's Eaton Vance Experience May 2005 - September 2014
Job Portfolio Manager at Eaton Vance Management
Industry Financial Services
Experience
Eaton Vance Management October 2014 - Present
Eaton Vance May 2005 - September 2014
Fieldstone Capital Group April 2004 - May 2005
Scotia Capital June 2001 - April 2004
ING Barings June 2000 - March 2001
Education
Boston College 1996 — 2000
Bachelor's Degree, International Relations, Economics & French, Magna Cum Laude
Eaton Vance Management October 2014 - Present
Eaton Vance May 2005 - September 2014
Fieldstone Capital Group April 2004 - May 2005
Scotia Capital June 2001 - April 2004
ING Barings June 2000 - March 2001
Education
Boston College 1996 — 2000
Bachelor's Degree, International Relations, Economics & French, Magna Cum Laude
Inwoo Chung, CFA's Eaton Vance Experience 2010 - 2013
Job Credit Analyst at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments March 2013 - Present
Eaton Vance 2010 - 2013
Babson Capital Management July 2009 - October 2010
Eaton Vance May 2008 - October 2008
T Rowe Price May 2007 - August 2007
Education
Boston College 2005 — 2009
BS, Finance, Accounting, History
Standard Life Investments March 2013 - Present
Eaton Vance 2010 - 2013
Babson Capital Management July 2009 - October 2010
Eaton Vance May 2008 - October 2008
T Rowe Price May 2007 - August 2007
Education
Boston College 2005 — 2009
BS, Finance, Accounting, History
Stephen Newton, CFA's Eaton Vance Experience December 2004 - June 2010
Job Senior Analyst at FOC Partners
Industry Investment Management
Experience
FOC Partners (formerly Feingold O'Keeffe Capital) September 2014 - Present
RBS Citizens Group June 2013 - September 2014
Social Finance (SoFi) July 2012 - June 2013
Eaton Vance December 2004 - June 2010
Banc of America Securities June 2002 - November 2004
Skills
Investments, Fixed Income, Financial Modeling, Financial Analysis, Asset Managment, Bank Loans, Fundamental Analysis, Valuation, High Yield, Due Diligence, Leveraged Finance, Corporate Finance, Distressed Debt
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Boston College 1998 — 2002
B.S., Finance
FOC Partners (formerly Feingold O'Keeffe Capital) September 2014 - Present
RBS Citizens Group June 2013 - September 2014
Social Finance (SoFi) July 2012 - June 2013
Eaton Vance December 2004 - June 2010
Banc of America Securities June 2002 - November 2004
Skills
Investments, Fixed Income, Financial Modeling, Financial Analysis, Asset Managment, Bank Loans, Fundamental Analysis, Valuation, High Yield, Due Diligence, Leveraged Finance, Corporate Finance, Distressed Debt
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Boston College 1998 — 2002
B.S., Finance
Robert Swidey, FRM's Eaton Vance Experience February 2013 - Present
Job Vice President and Director of Risk Management Investment Grade Fixed Income at Eaton Vance
Industry Investment Management
Experience
Eaton Vance February 2013 - Present
Dwight Asset Management July 2009 - June 2012
Lehman Brothers Asset Management May 2003 - June 2009
Opus Investment Management 1992 - 2003
Skills
Bonds, Fixed Income, Asset Managment, Financial Modeling, Portfolio Management, Credit Risk, Derivatives, Trading, Series 7, Risk Management, Alternative Investments, Bloomberg, Equities, Investment Management, Investments, Performance Measurement
Education
Clark University 1996 — 1999
Master of Science (MS), Economics
Boston College 1986 — 1989
Bachelor of Science (BS), Economics, Finance
Eaton Vance February 2013 - Present
Dwight Asset Management July 2009 - June 2012
Lehman Brothers Asset Management May 2003 - June 2009
Opus Investment Management 1992 - 2003
Skills
Bonds, Fixed Income, Asset Managment, Financial Modeling, Portfolio Management, Credit Risk, Derivatives, Trading, Series 7, Risk Management, Alternative Investments, Bloomberg, Equities, Investment Management, Investments, Performance Measurement
Education
Clark University 1996 — 1999
Master of Science (MS), Economics
Boston College 1986 — 1989
Bachelor of Science (BS), Economics, Finance
Laura Meegan MacDonald's Eaton Vance Experience June 2009 - Present
Job VP, Senior Relationship Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2009 - Present
Wellington Management November 2004 - May 2009
Goldman, Sachs & Co. 1995 - 2002
Skills
Alternative Investments, Fixed Income, Equities, Hedge Funds, Asset Allocation, Series 7, Mutual Funds, Investments, Asset Managment, Portfolio Management, Bloomberg, Investment Management, Series 63, Investment Strategies, Institutional Investors, Relationship Management, Capital Markets, Securities, Financial Modeling, Valuation, Asset Management
Education
Harvard College 1989 — 1993
AB
Boston Latin School 1983 — 1989
Eaton Vance June 2009 - Present
Wellington Management November 2004 - May 2009
Goldman, Sachs & Co. 1995 - 2002
Skills
Alternative Investments, Fixed Income, Equities, Hedge Funds, Asset Allocation, Series 7, Mutual Funds, Investments, Asset Managment, Portfolio Management, Bloomberg, Investment Management, Series 63, Investment Strategies, Institutional Investors, Relationship Management, Capital Markets, Securities, Financial Modeling, Valuation, Asset Management
Education
Harvard College 1989 — 1993
AB
Boston Latin School 1983 — 1989
Chad Simmons's Eaton Vance Experience May 2008 - December 2012
Job Vice PresidentAdvisory Solutions Group at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc. December 2012 - Present
Eaton Vance May 2008 - December 2012
Eaton Vance March 2007 - May 2008
Costco Wholesale May 2002 - April 2008
Skills
Mutual Funds, Investments, Series 63, Series 7, Asset Allocation, Alternative Investments, Fixed Income, Series 6, Separately Managed..., Microsoft Excel, Sales, Customer Service, Absolute Return, Closed-end Funds, ETFs, Municipal Bonds, FINRA, PowerPoint, Microsoft Word, Management, Financial Planners, Statistics, Series 66, Series 79, Structured Notes, Estate Planning, Tax-advantaged..., CRM, Series 3, Investment Strategies, Retirement, Financial Planning, Portfolio Management
Education
Boston University 2009 — 2010
CFP, Finance
Bridgewater State University 2002 — 2006
B.A, Finance and Accounting
Bridgewater-Raynham 1999 — 2002
RBC Global Asset Management (U.S.) Inc. December 2012 - Present
Eaton Vance May 2008 - December 2012
Eaton Vance March 2007 - May 2008
Costco Wholesale May 2002 - April 2008
Skills
Mutual Funds, Investments, Series 63, Series 7, Asset Allocation, Alternative Investments, Fixed Income, Series 6, Separately Managed..., Microsoft Excel, Sales, Customer Service, Absolute Return, Closed-end Funds, ETFs, Municipal Bonds, FINRA, PowerPoint, Microsoft Word, Management, Financial Planners, Statistics, Series 66, Series 79, Structured Notes, Estate Planning, Tax-advantaged..., CRM, Series 3, Investment Strategies, Retirement, Financial Planning, Portfolio Management
Education
Boston University 2009 — 2010
CFP, Finance
Bridgewater State University 2002 — 2006
B.A, Finance and Accounting
Bridgewater-Raynham 1999 — 2002
Sara Chanda's Eaton Vance Experience January 1999 - September 2003
Job Vice President Portfolio Manager at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors July 2010 - Present
Eaton Vance January 1999 - September 2003
Fidelity Investments June 1995 - January 1999
Skills
Wealth Management, Equities, Series 7, Retirement Planning, Securities, Strategic Financial...
Education
Boston University 1996 — 2000
MBA, Business
Providence College 1988 — 1992
BS, Marketing
Breckinridge Capital Advisors July 2010 - Present
Eaton Vance January 1999 - September 2003
Fidelity Investments June 1995 - January 1999
Skills
Wealth Management, Equities, Series 7, Retirement Planning, Securities, Strategic Financial...
Education
Boston University 1996 — 2000
MBA, Business
Providence College 1988 — 1992
BS, Marketing
Keith Lowe's Eaton Vance Experience August 1992 - August 1994
Job COO at DVSport, Inc.
Industry Computer Software
Experience
DVSport, Inc. April 2008 - Present
Evergreen Investments August 1994 - February 2008
Eaton Vance August 1992 - August 1994
Skills
Mergers & Acquisitions, Hedge Funds, Equities, Derivatives, Fixed Income, Trading Systems, Asset Management, Capital Markets, Investment Banking, Financial Services, Financial Markets, Business Process..., Electronic Trading, Venture Capital, Business Strategy, Finance, Cross-functional Team..., Risk Management, Business Development, Trading
Education
Wake Forest University - Babcock Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Boston College - Carroll School of Management 1988 — 1992
Bachelor of Science (BS), Finance
DVSport, Inc. April 2008 - Present
Evergreen Investments August 1994 - February 2008
Eaton Vance August 1992 - August 1994
Skills
Mergers & Acquisitions, Hedge Funds, Equities, Derivatives, Fixed Income, Trading Systems, Asset Management, Capital Markets, Investment Banking, Financial Services, Financial Markets, Business Process..., Electronic Trading, Venture Capital, Business Strategy, Finance, Cross-functional Team..., Risk Management, Business Development, Trading
Education
Wake Forest University - Babcock Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Boston College - Carroll School of Management 1988 — 1992
Bachelor of Science (BS), Finance
Brian Shuell's Eaton Vance Experience 2006 - Present
Job Director of Acquisitions and Dispositions at Eaton Vance
Industry Real Estate
Experience
Eaton Vance 2006 - Present
AMB Property Corp. 2004 - 2006
Education
Boston College 1996 — 2000
Finance
Eaton Vance 2006 - Present
AMB Property Corp. 2004 - 2006
Education
Boston College 1996 — 2000
Finance
Sandy Tam's Eaton Vance Experience July 2015 - Present
Job Senior Business Systems Analyst
Industry Financial Services
Experience
Eaton Vance July 2015 - Present
State Street Global Advisors March 2011 - July 2015
Eze Castle Software January 2005 - March 2011
State Street September 2003 - December 2004
Skills
Trading Systems, Business Analysis, Requirements Analysis, User Acceptance Testing, Troubleshooting, Order Management, SQL, Banking, Quality Assurance, Trading
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
Bachelor of Science, Finance and Information Systems
Boston Latin Academy
Eaton Vance July 2015 - Present
State Street Global Advisors March 2011 - July 2015
Eze Castle Software January 2005 - March 2011
State Street September 2003 - December 2004
Skills
Trading Systems, Business Analysis, Requirements Analysis, User Acceptance Testing, Troubleshooting, Order Management, SQL, Banking, Quality Assurance, Trading
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
Bachelor of Science, Finance and Information Systems
Boston Latin Academy
Lee Lowicki's Eaton Vance Experience June 2010 - August 2010
Job Investment Associate at ACE & Company
Industry Venture Capital & Private Equity
Experience
ACE & Company January 2014 - Present
PwC September 2011 - December 2013
Eaton Vance June 2010 - August 2010
Travelers Insurance May 2009 - August 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Accounting, Due Diligence, Financial Reporting, Bloomberg, Mergers
Education
Boston College 2007 — 2011
BS, Finance and Accounting
Bristol central high school
ACE & Company January 2014 - Present
PwC September 2011 - December 2013
Eaton Vance June 2010 - August 2010
Travelers Insurance May 2009 - August 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Accounting, Due Diligence, Financial Reporting, Bloomberg, Mergers
Education
Boston College 2007 — 2011
BS, Finance and Accounting
Bristol central high school
Gregory Fuccillo's Eaton Vance Experience 2007 - 2013
Job Harvard Graduate School of Education
Industry Higher Education
Experience
Harvard Graduate School of Education 2014 - Present
Eaton Vance 2007 - 2013
MFS Investment Management 2000 - 2007
TeraHealth 1997 - 2000
Skills
Business Analysis, SDLC, Vendor Management, Project Management, Mutual Funds, Business Intelligence, SQL, Requirements Analysis, Integration, Leadership, Visio, C# 4.0, Requirements Gathering, ETL, Agile Methodologies, Fixed Income, IT Strategy, Enterprise Architecture, SharePoint, Architecture, Data Modeling, Software Project..., Microsoft SQL Server, Databases, Systems Analysis, Equities, Oracle, Database Design, Process Improvement, Enterprise Software, IT Management, Drupal, Unix, Canvas LMS, PHP, Java, jQuery, JSON
Education
University of San Diego School of Law 1983 — 1986
J.D., Law
Boston University 1979 — 1983
B.A. magna cum laude, Economics and French Language/Literature
Harvard Graduate School of Education 2014 - Present
Eaton Vance 2007 - 2013
MFS Investment Management 2000 - 2007
TeraHealth 1997 - 2000
Skills
Business Analysis, SDLC, Vendor Management, Project Management, Mutual Funds, Business Intelligence, SQL, Requirements Analysis, Integration, Leadership, Visio, C# 4.0, Requirements Gathering, ETL, Agile Methodologies, Fixed Income, IT Strategy, Enterprise Architecture, SharePoint, Architecture, Data Modeling, Software Project..., Microsoft SQL Server, Databases, Systems Analysis, Equities, Oracle, Database Design, Process Improvement, Enterprise Software, IT Management, Drupal, Unix, Canvas LMS, PHP, Java, jQuery, JSON
Education
University of San Diego School of Law 1983 — 1986
J.D., Law
Boston University 1979 — 1983
B.A. magna cum laude, Economics and French Language/Literature
Patrick Campbell, CFA's Eaton Vance Experience June 2008 - Present
Job Global Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2008 - Present
Countrywide June 2007 - August 2007
Education
Boston College 2004 — 2008
BA, History
Peking University 2007 — 2007
Mandarin, Chinese History
Eaton Vance June 2008 - Present
Countrywide June 2007 - August 2007
Education
Boston College 2004 — 2008
BA, History
Peking University 2007 — 2007
Mandarin, Chinese History
Robert Venditti's Eaton Vance Experience December 1997 - September 2001
Job Director at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions December 2013 - Present
Broadridge November 2010 - December 2013
Broadridge January 2006 - November 2010
Equiserve October 2001 - December 2005
Eaton Vance December 1997 - September 2001
Skills
Investments, Strategic Planning, Relationship Management, Equities, Vendor Management, Operations Management, Mutual Funds, Business Analysis, Financial Services, Series 63, Team Leadership, Risk Management, Process Improvement, Business Process..., Project Management, Securities
Education
Boston College 1993 — 1997
BS, Business Administration/Marketing
Broadridge Financial Solutions December 2013 - Present
Broadridge November 2010 - December 2013
Broadridge January 2006 - November 2010
Equiserve October 2001 - December 2005
Eaton Vance December 1997 - September 2001
Skills
Investments, Strategic Planning, Relationship Management, Equities, Vendor Management, Operations Management, Mutual Funds, Business Analysis, Financial Services, Series 63, Team Leadership, Risk Management, Process Improvement, Business Process..., Project Management, Securities
Education
Boston College 1993 — 1997
BS, Business Administration/Marketing
Pamela Gentile's Eaton Vance Experience May 2011 - Present
Job Assistant Vice President Sales Incentive Compensation Manager
Industry Financial Services
Experience
Eaton Vance May 2011 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MSF, Finance
Bryant University 2003 — 2007
Finance
Eaton Vance May 2011 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MSF, Finance
Bryant University 2003 — 2007
Finance
Derek Towle's Eaton Vance Experience September 2003 - March 2006
Job Vice President, Business Development
Industry Investment Management
Experience
Acadian Asset Management October 2007 - Present
Citi March 2006 - October 2007
Eaton Vance September 2003 - March 2006
Education
Boston University Questrom School of Business 2006 — 2010
MBA, Finance
College of the Holy Cross 1999 — 2003
BA, Economics
Acadian Asset Management October 2007 - Present
Citi March 2006 - October 2007
Eaton Vance September 2003 - March 2006
Education
Boston University Questrom School of Business 2006 — 2010
MBA, Finance
College of the Holy Cross 1999 — 2003
BA, Economics
Lauren Haas's Eaton Vance Experience April 2011 - Present
Job Internal Wholesaler at Eaton Vance, MBA
Industry Financial Services
Experience
Eaton Vance April 2011 - Present
Eaton Vance February 2010 - April 2011
State Street February 2008 - July 2008
MFS Investment Management January 2007 - July 2007
Skills
Mutual Funds, Series 7, Separately Managed..., Investments, Asset Allocation, PowerPoint, Morningstar, Microsoft Excel, Fixed Income, Series 66
Education
Boston University Graduate School of Management 2012 — 2015
Master of Business Administration (MBA)
Northeastern University 2004 — 2009
Bachelor of Science in International Business, Marketing
Eaton Vance April 2011 - Present
Eaton Vance February 2010 - April 2011
State Street February 2008 - July 2008
MFS Investment Management January 2007 - July 2007
Skills
Mutual Funds, Series 7, Separately Managed..., Investments, Asset Allocation, PowerPoint, Morningstar, Microsoft Excel, Fixed Income, Series 66
Education
Boston University Graduate School of Management 2012 — 2015
Master of Business Administration (MBA)
Northeastern University 2004 — 2009
Bachelor of Science in International Business, Marketing
Stephanie Rosander's Eaton Vance Experience June 2007 - Present
Job Attorney, Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2007 - Present
K&L Gates May 2005 - June 2007
Schulte Roth & Zabel LLP September 2003 - April 2005
Education
Boston University School of Law 2000 — 2003
J.D.
Boston University 1996 — 2000
B.A., History
Eaton Vance June 2007 - Present
K&L Gates May 2005 - June 2007
Schulte Roth & Zabel LLP September 2003 - April 2005
Education
Boston University School of Law 2000 — 2003
J.D.
Boston University 1996 — 2000
B.A., History
Ellen Miano's Eaton Vance Experience 1989 - 1997
Job
Industry Financial Services
Experience
JPMorgan 2001 - Present
JP Morgan 1997 - 2001
Eaton Vance 1989 - 1997
Skills
Risk Management, Internal Controls, Financial Services, Mutual Funds, Procedures Documentation, Project Management, Transfer Agency, Training, Presentations, Leadership, Team Building, Problem Solving, Management, Customer Service
Education
Boston University - School of Management 1992 — 1995
Masters, MBA
Mount Holyoke College 1984 — 1988
Bachelors, Politics
JPMorgan 2001 - Present
JP Morgan 1997 - 2001
Eaton Vance 1989 - 1997
Skills
Risk Management, Internal Controls, Financial Services, Mutual Funds, Procedures Documentation, Project Management, Transfer Agency, Training, Presentations, Leadership, Team Building, Problem Solving, Management, Customer Service
Education
Boston University - School of Management 1992 — 1995
Masters, MBA
Mount Holyoke College 1984 — 1988
Bachelors, Politics
Gemma Dorsey's Eaton Vance Experience September 1989 - December 1994
Job Associate Director, Capital Giving at Boston College
Industry
Experience
Boston College January 1999 - Present
College of the Holy Cross January 1995 - December 1998
Eaton Vance September 1989 - December 1994
Education
Boston College 2003 — 2005
Masters
College of the Holy Cross 1985 — 1989
BA
Boston College January 1999 - Present
College of the Holy Cross January 1995 - December 1998
Eaton Vance September 1989 - December 1994
Education
Boston College 2003 — 2005
Masters
College of the Holy Cross 1985 — 1989
BA
Lucas Lints's Eaton Vance Experience June 2011 - Present
Job Associate Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2011 - Present
Federal Street Advisors June 2010 - March 2011
Skills
Finance, Microsoft Excel, Financial Modeling, Forecasting, Financial Analysis, Investment Management, Information Technology, E-commerce, Enterprise Software, Business Strategy, SQL, Valuation, Investments, Internet Services
Education
Boston College 2007 — 2011
Bachelor of Arts, Economics and Political Science
UCL 2009 — 2009
Economics and Political Science
Eaton Vance June 2011 - Present
Federal Street Advisors June 2010 - March 2011
Skills
Finance, Microsoft Excel, Financial Modeling, Forecasting, Financial Analysis, Investment Management, Information Technology, E-commerce, Enterprise Software, Business Strategy, SQL, Valuation, Investments, Internet Services
Education
Boston College 2007 — 2011
Bachelor of Arts, Economics and Political Science
UCL 2009 — 2009
Economics and Political Science
Stacie Southern's Eaton Vance Experience June 2011 - August 2011
Job Equity Analyst at Boston Advisors
Industry Investment Management
Experience
Boston Advisors, LLC October 2014 - Present
John Hancock Financial Services July 2014 - September 2014
John Hancock July 2012 - June 2014
Eaton Vance June 2011 - August 2011
Hologic July 2010 - June 2011
Harvard University May 2008 - August 2009
Skills
Bloomberg, Equity Research
Education
Bentley University 2008 — 2012
B.S., Economics-Finance
Boston Advisors, LLC October 2014 - Present
John Hancock Financial Services July 2014 - September 2014
John Hancock July 2012 - June 2014
Eaton Vance June 2011 - August 2011
Hologic July 2010 - June 2011
Harvard University May 2008 - August 2009
Skills
Bloomberg, Equity Research
Education
Bentley University 2008 — 2012
B.S., Economics-Finance
Helen Hedberg's Eaton Vance Experience May 2007 - Present
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance May 2007 - Present
PwC 1978 - 2007
Education
Boston College 1974 — 1978
Bachelor of Arts (B.A.), Mathematics
Boston College
Eaton Vance May 2007 - Present
PwC 1978 - 2007
Education
Boston College 1974 — 1978
Bachelor of Arts (B.A.), Mathematics
Boston College
Kerry Southworth's Eaton Vance Experience May 2002 - March 2006
Job MedAssets Managed Care Specialist
Industry Information Technology and Services
Experience
MedAssets November 2014 - Present
athenahealth January 2010 - April 2012
Mass Mutual July 2007 - February 2008
Eaton Vance May 2002 - March 2006
Skills
Salesforce.com, Marketing, Series 63, Account Management, Sales, Cold Calling, Lead Generation, Sales Process, Sales Presentations, Direct Sales, Selling, SaaS, Sales Operations, CRM, Strategic Partnerships, Solution Selling, Integrated Marketing, Social Media, Marketing Strategy, Contract Negotiation
Education
Boston College 1996 — 2000
BA, Communications
MedAssets November 2014 - Present
athenahealth January 2010 - April 2012
Mass Mutual July 2007 - February 2008
Eaton Vance May 2002 - March 2006
Skills
Salesforce.com, Marketing, Series 63, Account Management, Sales, Cold Calling, Lead Generation, Sales Process, Sales Presentations, Direct Sales, Selling, SaaS, Sales Operations, CRM, Strategic Partnerships, Solution Selling, Integrated Marketing, Social Media, Marketing Strategy, Contract Negotiation
Education
Boston College 1996 — 2000
BA, Communications
Harrison Kent's Eaton Vance Experience February 2013 - Present
Job Client Service Coordinator at Eaton Vance
Industry Financial Services
Experience
Eaton Vance February 2013 - Present
Let's Get Ready January 2012 - December 2012
Eaton Vance June 2012 - August 2012
Make-A-Wish Foundation May 2011 - August 2011
Skills
Non-profits, Leadership, Event Planning, Microsoft Office, Community Outreach, Fundraising, Research, Editing, Volunteer Management, Event Management, Data Analysis, PowerPoint, Nonprofits
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics and English
Phoenix Country Day School 2006 — 2009
High School Diploma
Eaton Vance February 2013 - Present
Let's Get Ready January 2012 - December 2012
Eaton Vance June 2012 - August 2012
Make-A-Wish Foundation May 2011 - August 2011
Skills
Non-profits, Leadership, Event Planning, Microsoft Office, Community Outreach, Fundraising, Research, Editing, Volunteer Management, Event Management, Data Analysis, PowerPoint, Nonprofits
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics and English
Phoenix Country Day School 2006 — 2009
High School Diploma
Cynthia Clemson's Eaton Vance Experience September 1985 - Present
Job CoDirector of Municipal Investments
Industry Investment Management
Experience
Eaton Vance September 1985 - Present
Skills
Fixed Income, Bloomberg, Mutual Funds, Asset Managment, Trading, Portfolio Management, Investments, Investment Strategies, Investment Management, Wealth Management, Risk Management, Valuation, Capital Markets, Due Diligence, Financial Analysis, Asset Management
Education
Mount Holyoke College 1981 — 1985
BA 1985, International Relations/Economics
Boston University
Master of Business Administration (MBA)
Eaton Vance September 1985 - Present
Skills
Fixed Income, Bloomberg, Mutual Funds, Asset Managment, Trading, Portfolio Management, Investments, Investment Strategies, Investment Management, Wealth Management, Risk Management, Valuation, Capital Markets, Due Diligence, Financial Analysis, Asset Management
Education
Mount Holyoke College 1981 — 1985
BA 1985, International Relations/Economics
Boston University
Master of Business Administration (MBA)
Cameron Murphy's Eaton Vance Experience February 2012 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance February 2012 - Present
Eaton Vance August 2010 - February 2012
Skills
Series 7, Mutual Funds
Education
Endicott College 2009 — 2010
Master of Business Administration (MBA), Business Administration
Endicott College 2005 — 2009
Sport Management
Boston University
Boston University
Eaton Vance February 2012 - Present
Eaton Vance August 2010 - February 2012
Skills
Series 7, Mutual Funds
Education
Endicott College 2009 — 2010
Master of Business Administration (MBA), Business Administration
Endicott College 2005 — 2009
Sport Management
Boston University
Boston University
Troy Neville's Eaton Vance Experience May 2014 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2014 - Present
Eaton Vance June 2013 - May 2014
MILLENNIUM: THE TAKEDA ONCOLOGY COMPANY June 2011 - June 2013
Education
Bentley University 2007 — 2011
BS, Business Management, Minor: Marketing
Eaton Vance May 2014 - Present
Eaton Vance June 2013 - May 2014
MILLENNIUM: THE TAKEDA ONCOLOGY COMPANY June 2011 - June 2013
Education
Bentley University 2007 — 2011
BS, Business Management, Minor: Marketing
Madhuleena Saha's Eaton Vance Experience October 2010 - Present
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance October 2010 - Present
Evergreen Investments July 2006 - October 2010
Rice Heard and Bigelow January 2004 - June 2006
Evergreen Investments March 2000 - April 2002
Pioneer Investments July 1997 - March 2000
Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Asset Allocation, Investment Management, Portfolio Management, Valuation, Investments, Capital Markets, Series 7, Investment Strategies, Financial Modeling, Securities, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Finance and Financial Management Services
St Xavier"s College, Kolkata, India
Bachelor of Science (BSc), Economics
Eaton Vance October 2010 - Present
Evergreen Investments July 2006 - October 2010
Rice Heard and Bigelow January 2004 - June 2006
Evergreen Investments March 2000 - April 2002
Pioneer Investments July 1997 - March 2000
Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Asset Allocation, Investment Management, Portfolio Management, Valuation, Investments, Capital Markets, Series 7, Investment Strategies, Financial Modeling, Securities, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Finance and Financial Management Services
St Xavier"s College, Kolkata, India
Bachelor of Science (BSc), Economics
Colin Shaw's Eaton Vance Experience January 2009 - Present
Job AVP, Municipal Credit Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2009 - Present
MD Sass August 2007 - December 2008
White & Case October 2004 - July 2007
Skills
Fixed Income, Asset Managment, Investments, Valuation, Financial Modeling, Financial Analysis
Education
Boston College 2000 — 2004
BA, History
Deerfield Academy 1997 — 2000
Eaton Vance January 2009 - Present
MD Sass August 2007 - December 2008
White & Case October 2004 - July 2007
Skills
Fixed Income, Asset Managment, Investments, Valuation, Financial Modeling, Financial Analysis
Education
Boston College 2000 — 2004
BA, History
Deerfield Academy 1997 — 2000
Thomas McNeice's Eaton Vance Experience February 2012 - August 2012
Job FSO Assurance at Ernst & Young
Industry Accounting
Experience
Ernst & Young August 2012 - Present
Eaton Vance February 2012 - August 2012
radius financial group inc. July 2010 - May 2011
Skills
Excel, Financial Analysis, Word, Outlook, Microsoft Office, SAP, PowerPoint, Access
Education
Bentley University 2011 — 2012
Master's degree, Accounting
CBS 2010 — 2011
International Business
Bentley University 2007 — 2011
BS, Corporate Finance & Accounting
Ernst & Young August 2012 - Present
Eaton Vance February 2012 - August 2012
radius financial group inc. July 2010 - May 2011
Skills
Excel, Financial Analysis, Word, Outlook, Microsoft Office, SAP, PowerPoint, Access
Education
Bentley University 2011 — 2012
Master's degree, Accounting
CBS 2010 — 2011
International Business
Bentley University 2007 — 2011
BS, Corporate Finance & Accounting
Evan Altman's Eaton Vance Experience June 2012 - September 2012
Job Analyst at The MichelShaked Group
Industry Financial Services
Experience
The Michel-Shaked Group June 2013 - Present
Boston University School of Management June 2011 - May 2013
Eaton Vance June 2012 - September 2012
Star Market May 2011 - September 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Access, SAS, Financial Modeling, Financial Analysis, Microsoft Office, Research, Data Analysis, Public Speaking, Accounting, Finance, Analysis
Education
Boston University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Belmont High School 2006 — 2009
2016 Level III Candidate in the CFA Program
The Michel-Shaked Group June 2013 - Present
Boston University School of Management June 2011 - May 2013
Eaton Vance June 2012 - September 2012
Star Market May 2011 - September 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Access, SAS, Financial Modeling, Financial Analysis, Microsoft Office, Research, Data Analysis, Public Speaking, Accounting, Finance, Analysis
Education
Boston University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Belmont High School 2006 — 2009
2016 Level III Candidate in the CFA Program
Jamie Salois's Eaton Vance Experience September 2005 - February 2011
Job Sales & Operations at Atlas Distributing, Inc.
Industry Wholesale
Experience
Atlas Distributing, Inc. February 2011 - Present
Eaton Vance September 2005 - February 2011
Morgan Stanley December 2003 - September 2005
Education
Boston College 1999 — 2003
Bachelor of Science (BS), Finance
Atlas Distributing, Inc. February 2011 - Present
Eaton Vance September 2005 - February 2011
Morgan Stanley December 2003 - September 2005
Education
Boston College 1999 — 2003
Bachelor of Science (BS), Finance
David Oliveri's Eaton Vance Experience August 2011 - Present
Job Director, Editorial Services at Eaton Vance
Industry Investment Management
Experience
Eaton Vance August 2011 - Present
The Boston Company May 2007 - August 2011
MFS Investment Management February 1998 - May 2007
DALBAR, Inc. 1994 - 1998
Boston Business Journal 1991 - 1993
Education
Northeastern University 1989 — 1991
Master of Arts (M.A.), Journalism
Boston College 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Eaton Vance August 2011 - Present
The Boston Company May 2007 - August 2011
MFS Investment Management February 1998 - May 2007
DALBAR, Inc. 1994 - 1998
Boston Business Journal 1991 - 1993
Education
Northeastern University 1989 — 1991
Master of Arts (M.A.), Journalism
Boston College 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Peter Kaloostian's Eaton Vance Experience June 2014 - Present
Job Associate Financial Analyst at Fidelity
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Eaton Vance June 2014 - Present
B.C. Office of Mission and Ministry May 2011 - Present
Berkshire Bank June 2013 - August 2013
Uncommon Grounds June 2005 - August 2012
Skills
PowerPoint, Customer Service, Analysis, Budgets, Microsoft Office, Microsoft Excel, Series 7, Series 63
Education
Boston College 2010 — 2014
Bachelor of Science (B.S.), Finance, Economics
Belmont Hill School 2004 — 2010
Belmont Hill School
Boston College
Wallace E. Carroll School of Management
Bachelor of Science, Management; Finance and Economics
Fidelity Investments August 2015 - Present
Eaton Vance June 2014 - Present
B.C. Office of Mission and Ministry May 2011 - Present
Berkshire Bank June 2013 - August 2013
Uncommon Grounds June 2005 - August 2012
Skills
PowerPoint, Customer Service, Analysis, Budgets, Microsoft Office, Microsoft Excel, Series 7, Series 63
Education
Boston College 2010 — 2014
Bachelor of Science (B.S.), Finance, Economics
Belmont Hill School 2004 — 2010
Belmont Hill School
Boston College
Wallace E. Carroll School of Management
Bachelor of Science, Management; Finance and Economics
Raffi Samkiranian's Eaton Vance Experience May 2013 - Present
Job AVP, Financial Reporting Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2013 - Present
J.P. Morgan October 2008 - April 2013
Deloitte August 2005 - August 2008
Education
Boston College 2004 — 2005
Master of Science (MS), Acc
Boston College 2000 — 2004
Bachelor of Science (BS), Accounting
Eaton Vance May 2013 - Present
J.P. Morgan October 2008 - April 2013
Deloitte August 2005 - August 2008
Education
Boston College 2004 — 2005
Master of Science (MS), Acc
Boston College 2000 — 2004
Bachelor of Science (BS), Accounting
Gemma Dorsey's Eaton Vance Experience September 1989 - January 1996
Job Associate Director, Capital Giving at Boston College
Industry
Experience
Boston College January 1999 - Present
College of the Holy Cross January 1996 - January 1999
Eaton Vance September 1989 - January 1996
Education
Boston College 2001 — 2005
Master's degree, Communications
College of the Holy Cross 1985 — 1989
Bachelor of Arts (B.A.), Psychology
Boston College January 1999 - Present
College of the Holy Cross January 1996 - January 1999
Eaton Vance September 1989 - January 1996
Education
Boston College 2001 — 2005
Master's degree, Communications
College of the Holy Cross 1985 — 1989
Bachelor of Arts (B.A.), Psychology
John Ring's Eaton Vance Experience January 2011 - Present
Job Assistant Vice President, Senior Sales Distribution Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2011 - Present
Eaton Vance June 2009 - January 2011
Eaton Vance June 2008 - June 2009
Eaton Vance June 2007 - June 2008
Skills
Investments, Asset Management, Equities, Portfolio Management, Hedge Funds, Fixed Income, Alternative Investments, Financial Modeling, Private Equity, Valuation, Financial Analysis, Mutual Funds, Asset Allocation, Capital Markets, Bloomberg, Derivatives, Due Diligence, Corporate Finance, Wealth Management, Business Strategy
Education
Boston College 2003 — 2007
Bachelor’s Degree, Philosophy
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Eaton Vance January 2011 - Present
Eaton Vance June 2009 - January 2011
Eaton Vance June 2008 - June 2009
Eaton Vance June 2007 - June 2008
Skills
Investments, Asset Management, Equities, Portfolio Management, Hedge Funds, Fixed Income, Alternative Investments, Financial Modeling, Private Equity, Valuation, Financial Analysis, Mutual Funds, Asset Allocation, Capital Markets, Bloomberg, Derivatives, Due Diligence, Corporate Finance, Wealth Management, Business Strategy
Education
Boston College 2003 — 2007
Bachelor’s Degree, Philosophy
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group