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
Monica Durango Monica Durango's Eaton Vance Experience January 2015 - Present
Job Administrative Assistant at Eaton Vance
Industry Financial Services
Experience
Eaton Vance January 2015 - Present
Design Communications Ltd. July 2014 - January 2015
Advent International August 2013 - July 2014
SEPHORA December 2012 - January 2014
Inditex August 2010 - December 2012
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Accounts Payable, Expense Reports, Retail Category..., Sales, Invoicing, Team Building, PeopleSoft, Auditing
Education
Bunker Hill Community College 2014 — 2016
Associate's Degree, Finance, General
Year Up 2013 — 2014
Certificate, Business and Personal/Financial Services Marketing Operations
Chelsea High School 2006 — 2010
Eaton Vance January 2015 - Present
Design Communications Ltd. July 2014 - January 2015
Advent International August 2013 - July 2014
SEPHORA December 2012 - January 2014
Inditex August 2010 - December 2012
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Accounts Payable, Expense Reports, Retail Category..., Sales, Invoicing, Team Building, PeopleSoft, Auditing
Education
Bunker Hill Community College 2014 — 2016
Associate's Degree, Finance, General
Year Up 2013 — 2014
Certificate, Business and Personal/Financial Services Marketing Operations
Chelsea High School 2006 — 2010
Brian Clouser, CFA Brian Clouser, CFA's Eaton Vance Experience May 2006 - December 2013
Job Director of Basketball Research and Analysis at Charlotte Hornets
Industry Investment Management
Experience
Charlotte Hornets December 2014 - April 2015
Charlotte Hornets December 2013 - December 2014
Eaton Vance May 2006 - December 2013
Bloomberg July 2005 - May 2006
Education
Cornell University 2001 — 2005
BS, Biological and Environmental Engineering
Charlotte Hornets December 2014 - April 2015
Charlotte Hornets December 2013 - December 2014
Eaton Vance May 2006 - December 2013
Bloomberg July 2005 - May 2006
Education
Cornell University 2001 — 2005
BS, Biological and Environmental Engineering
Kathleen Hock Kathleen Hock's Eaton Vance Experience October 2011 - May 2012
Job Project Manager at EMI Research Solutions
Industry Market Research
Experience
EMI - Research Solutions March 2015 - Present
Federated Sample July 2014 - September 2014
Federated Sample January 2013 - July 2014
Federated Sample May 2012 - December 2012
Eaton Vance October 2011 - May 2012
Rollins College September 2010 - April 2011
Enerfab May 2010 - August 2010
PCE Investment Bankers January 2010 - April 2010
Enerfab June 2008 - August 2008
Rustic Pathways May 2008 - August 2008
Skills
SAP, SPSS, Minitab, PowerPoint, Microsoft Excel, Fulcrum, Market Research, Project Management, Management, Six Sigma, Training, Microsoft Office, Data Analysis, Finance, Financial Analysis, Social Media, Customer Service, Client Services, Fulcrum Expert, Marketing, Analysis, Analytics
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
Master, Business Administration
Tulane University 2005 — 2009
A. B. Freeman School; Bachelor of Science, Business; Finance; Energy Markets; Psychology
Instituto Centroamericano de Administración de Empresas 2011 — 2011
Sustainability Seminar, Global Sustainability
Instituto Panamericano de Alta Dirección de Empresa (IPADE) 2010 — 2010
Mexican Tourism Seminar
Columbia University in the City of New York 2005 — 2005
The Summit Country Day School 2001 — 2005
High School Diploma
EMI - Research Solutions March 2015 - Present
Federated Sample July 2014 - September 2014
Federated Sample January 2013 - July 2014
Federated Sample May 2012 - December 2012
Eaton Vance October 2011 - May 2012
Rollins College September 2010 - April 2011
Enerfab May 2010 - August 2010
PCE Investment Bankers January 2010 - April 2010
Enerfab June 2008 - August 2008
Rustic Pathways May 2008 - August 2008
Skills
SAP, SPSS, Minitab, PowerPoint, Microsoft Excel, Fulcrum, Market Research, Project Management, Management, Six Sigma, Training, Microsoft Office, Data Analysis, Finance, Financial Analysis, Social Media, Customer Service, Client Services, Fulcrum Expert, Marketing, Analysis, Analytics
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
Master, Business Administration
Tulane University 2005 — 2009
A. B. Freeman School; Bachelor of Science, Business; Finance; Energy Markets; Psychology
Instituto Centroamericano de Administración de Empresas 2011 — 2011
Sustainability Seminar, Global Sustainability
Instituto Panamericano de Alta Dirección de Empresa (IPADE) 2010 — 2010
Mexican Tourism Seminar
Columbia University in the City of New York 2005 — 2005
The Summit Country Day School 2001 — 2005
High School Diploma
Jennifer Morales Jennifer Morales's Eaton Vance Experience 2008 - 2010
Job Client Service Manager at MFS Investment Management
Industry Accounting
Experience
MFS Investment Management October 2012 - Present
Tatum LLC 2011 - December 2011
Eaton Vance 2008 - 2010
Eaton Vance August 2005 - 2008
PwC September 1999 - August 2005
Skills
Due Diligence, Mergers, Risk Management, Auditing, SEC filings, GAAP, Budgets, Finance, Management, Financial Analysis, CRM, Financial Modeling, Financial Reporting, Accounting, Outsourcing, Relationship Management, Superior Client Service, Sales, Financial Services, Mergers & Acquisitions, Internal Controls, Leadership, Client Services
Education
Bryant University 1995 — 1999
BS, Accounting
MFS Investment Management October 2012 - Present
Tatum LLC 2011 - December 2011
Eaton Vance 2008 - 2010
Eaton Vance August 2005 - 2008
PwC September 1999 - August 2005
Skills
Due Diligence, Mergers, Risk Management, Auditing, SEC filings, GAAP, Budgets, Finance, Management, Financial Analysis, CRM, Financial Modeling, Financial Reporting, Accounting, Outsourcing, Relationship Management, Superior Client Service, Sales, Financial Services, Mergers & Acquisitions, Internal Controls, Leadership, Client Services
Education
Bryant University 1995 — 1999
BS, Accounting
Antoinette Aponte Antoinette Aponte's Eaton Vance Experience January 2014 - July 2014
Job Help Desk Intern at Omgeo
Industry Information Technology and Services
Experience
Omgeo August 2014 - Present
Advance Auto Parts July 2013 - Present
Eaton Vance January 2014 - July 2014
Year Up September 2013 - July 2014
Skills
Troubleshooting, Sales, Customer Service, Windows 7, Management, Networking, Information Technology
Education
Bunker Hill Community College 2014 — 2018
Bachelor’s Degree, Information Technology
Year Up 2013 — 2014
Working towards Cisco Cerification and CompTIA A+ Cerification, Information Technology
Omgeo August 2014 - Present
Advance Auto Parts July 2013 - Present
Eaton Vance January 2014 - July 2014
Year Up September 2013 - July 2014
Skills
Troubleshooting, Sales, Customer Service, Windows 7, Management, Networking, Information Technology
Education
Bunker Hill Community College 2014 — 2018
Bachelor’s Degree, Information Technology
Year Up 2013 — 2014
Working towards Cisco Cerification and CompTIA A+ Cerification, Information Technology
Mark Reardon Mark Reardon's Eaton Vance Experience October 2014 - Present
Job Internal Sales Support Representative at Eaton Vance
Industry Investment Management
Experience
Eaton Vance October 2014 - Present
Lindner College of Business August 2012 - April 2014
Office Depot May 2013 - July 2013
We Are Howland, LLC May 2011 - July 2012
OfficeTeam December 2011 - June 2012
NAI Bergman April 2010 - April 2011
Skills
Commercial Real Estate, Leases, Real Estate, Management, Investment Properties, Microsoft Office, Portfolio Management, PowerPoint, Brokerage, Investments, Marketing
Education
Lindner College of Business, University of Cincinnati 2012 — 2014
Master of Business Administration (M.B.A.), MBA
DePaul University 2005 — 2008
B.A., Sociology
Eaton Vance October 2014 - Present
Lindner College of Business August 2012 - April 2014
Office Depot May 2013 - July 2013
We Are Howland, LLC May 2011 - July 2012
OfficeTeam December 2011 - June 2012
NAI Bergman April 2010 - April 2011
Skills
Commercial Real Estate, Leases, Real Estate, Management, Investment Properties, Microsoft Office, Portfolio Management, PowerPoint, Brokerage, Investments, Marketing
Education
Lindner College of Business, University of Cincinnati 2012 — 2014
Master of Business Administration (M.B.A.), MBA
DePaul University 2005 — 2008
B.A., Sociology
J Michael Mentrek J Michael Mentrek's Eaton Vance Experience January 2012 - April 2012
Job Associate at Investor Group Services (IGS)
Industry Management Consulting
Experience
Investor Group Services (IGS) August 2013 - Present
Dartmouth College September 2010 - June 2013
AlixPartners June 2012 - September 2012
Eaton Vance January 2012 - April 2012
Skills
Stata, Research, Spanish, Qualitative Research, Public Speaking, Data Analysis, Editing, Microsoft Office, PowerPoint, Event Planning, Social Media, Fundraising, Microsoft Excel
Education
Dartmouth College 2009 — 2013
B.A., Economics and Engineering
Investor Group Services (IGS) August 2013 - Present
Dartmouth College September 2010 - June 2013
AlixPartners June 2012 - September 2012
Eaton Vance January 2012 - April 2012
Skills
Stata, Research, Spanish, Qualitative Research, Public Speaking, Data Analysis, Editing, Microsoft Office, PowerPoint, Event Planning, Social Media, Fundraising, Microsoft Excel
Education
Dartmouth College 2009 — 2013
B.A., Economics and Engineering
Neil Sullivan Neil Sullivan's Eaton Vance Experience October 2007 - August 2009
Job Partner/Managing Director at TS Capital, LLC
Industry Financial Services
Experience
TS Capital, LLC August 2011 - Present
Sullivan Consulting January 2011 - December 2011
Eaton Vance October 2007 - August 2009
Eaton Vance Distributors, Inc. January 2000 - October 2007
Eaton Vance Distributors, Inc. January 1996 - October 2007
Eaton Vance Distributors,Inc. 1996 - 2000
Eaton Vance Distributors,Inc. 1993 - 1996
Skills
Mutual Funds, Strategy, Product Management, Asset Management, Strategic Partnerships
Education
College of the Holy Cross 1981 — 1985
BA, Economics
TS Capital, LLC August 2011 - Present
Sullivan Consulting January 2011 - December 2011
Eaton Vance October 2007 - August 2009
Eaton Vance Distributors, Inc. January 2000 - October 2007
Eaton Vance Distributors, Inc. January 1996 - October 2007
Eaton Vance Distributors,Inc. 1996 - 2000
Eaton Vance Distributors,Inc. 1993 - 1996
Skills
Mutual Funds, Strategy, Product Management, Asset Management, Strategic Partnerships
Education
College of the Holy Cross 1981 — 1985
BA, Economics
Anthony Morra III Anthony Morra III's Eaton Vance Experience 2007 - 2010
Job Senior Manager, IT Product Management (Electronic Trading) at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments November 2011 - December 2013
Fidelity Investments May 2010 - November 2011
Eaton Vance 2007 - 2010
State Street Global Advisors 2003 - 2007
Skills
Series 7, Series 63, Trading, Fixed Income, Product Management, Investment Operations, Client Relationship..., Technology Project..., Investments, CRM, Project Management, Securities, Banking
Education
Bryant University
Business Analyst Certificate
Suffolk University
M.S. Finance
Bridgewater State University
B.S. Management Science
Fidelity Investments December 2013 - Present
Fidelity Investments November 2011 - December 2013
Fidelity Investments May 2010 - November 2011
Eaton Vance 2007 - 2010
State Street Global Advisors 2003 - 2007
Skills
Series 7, Series 63, Trading, Fixed Income, Product Management, Investment Operations, Client Relationship..., Technology Project..., Investments, CRM, Project Management, Securities, Banking
Education
Bryant University
Business Analyst Certificate
Suffolk University
M.S. Finance
Bridgewater State University
B.S. Management Science
Sean Melville's Eaton Vance Experience August 2015 - Present
Job Staff Accountant with Eaton Vance
Industry Accounting
Experience
Eaton Vance August 2015 - Present
RMI Corporation June 2014 - July 2015
Affinion Group June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Facebook, Twitter, Lawson Financial..., Outlook, PowerPoint, Social Media, Social Networking, Time Management, Microsoft Exchange, Event Planning, Access, Accounting, Data Entry, Business Analysis, Critical Thinking, Customer Service
Education
Central Connecticut State University 2010 — 2014
Bachelor's degree, Accounting
Eaton Vance August 2015 - Present
RMI Corporation June 2014 - July 2015
Affinion Group June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Facebook, Twitter, Lawson Financial..., Outlook, PowerPoint, Social Media, Social Networking, Time Management, Microsoft Exchange, Event Planning, Access, Accounting, Data Entry, Business Analysis, Critical Thinking, Customer Service
Education
Central Connecticut State University 2010 — 2014
Bachelor's degree, Accounting
Catie Olson's Eaton Vance Experience February 2014 - Present
Job Graphic Designer at Eaton Vance
Industry Graphic Design
Experience
Eaton Vance February 2014 - Present
CatieO Designs October 2008 - Present
Asbestos Disease Awareness Organization (ADAO) March 2012 - February 2014
Printsmith Needham September 2012 - January 2014
Manhattan Repro May 2011 - July 2012
Skills
Graphic Design, InDesign, Pre-press, Logo Design, Illustration, Business Cards, Brochures, Advertising, Banners, Adobe Creative Suite, Illustrator, Photoshop, Microsoft Office, Corporate Identity, Brand Development, Invitations, Typesetting, Print Production, Branding, Vector Illustration, Flyers, Stationery, Image Manipulation, Freelance Graphics, Digital Printing, Offset Printing, Customer Service, Mac OS, Print, Layout, Posters
Education
California State University- Dominguez Hills 2012 — 2012
Web Design Certificate
Bridgewater State University 2006 — 2009
Fine Arts, Graphic Design
Eaton Vance February 2014 - Present
CatieO Designs October 2008 - Present
Asbestos Disease Awareness Organization (ADAO) March 2012 - February 2014
Printsmith Needham September 2012 - January 2014
Manhattan Repro May 2011 - July 2012
Skills
Graphic Design, InDesign, Pre-press, Logo Design, Illustration, Business Cards, Brochures, Advertising, Banners, Adobe Creative Suite, Illustrator, Photoshop, Microsoft Office, Corporate Identity, Brand Development, Invitations, Typesetting, Print Production, Branding, Vector Illustration, Flyers, Stationery, Image Manipulation, Freelance Graphics, Digital Printing, Offset Printing, Customer Service, Mac OS, Print, Layout, Posters
Education
California State University- Dominguez Hills 2012 — 2012
Web Design Certificate
Bridgewater State University 2006 — 2009
Fine Arts, Graphic Design
Robb Allen's Eaton Vance Experience June 2014 - Present
Job Vice President at Eaton Vance Investment Managers
Industry Financial Services
Experience
Eaton Vance June 2014 - Present
Deutsche Asset & Wealth Management January 2011 - June 2014
DWS Investments September 2005 - March 2011
DWS Investments 2000 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, ETFs, Investment Strategies, Investments, Mutual Funds, Series 63, Series 7, Wealth Management
Education
DePaul University 1996 — 2000
St. Francis High School 1991 — 1995
Eaton Vance June 2014 - Present
Deutsche Asset & Wealth Management January 2011 - June 2014
DWS Investments September 2005 - March 2011
DWS Investments 2000 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, ETFs, Investment Strategies, Investments, Mutual Funds, Series 63, Series 7, Wealth Management
Education
DePaul University 1996 — 2000
St. Francis High School 1991 — 1995
Timothy King's Eaton Vance Experience March 1994 - June 1998
Job Managing Director at Merrill Lynch PBIG
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group June 2015 - Present
Barclays June 2012 - June 2015
J.P. Morgan November 1998 - June 2012
Eaton Vance March 1994 - June 1998
Education
Denison University 1987 — 1991
Bachelor of Science (BS), History
Newton North High School 1983 — 1987
Merrill Lynch Private Banking & Investment Group June 2015 - Present
Barclays June 2012 - June 2015
J.P. Morgan November 1998 - June 2012
Eaton Vance March 1994 - June 1998
Education
Denison University 1987 — 1991
Bachelor of Science (BS), History
Newton North High School 1983 — 1987
Lisa Wolff's Eaton Vance Experience November 2012 - Present
Job Assistant Vice President and Income Group Administrator at Eaton Vance
Industry Investment Management
Experience
Eaton Vance November 2012 - Present
Eaton Vance January 2008 - November 2012
Harvard School of Public Health August 2007 - November 2007
Customer Portfolios December 2006 - June 2007
Enterprise Rent-A-Car January 2003 - December 2006
Dunnhill Enterprises Inc June 2002 - September 2002
American Eagle Outfitters September 2001 - May 2002
Guttormsen, Hartley, Guttormsen & Wilk, LLP May 2001 - August 2001
Carthage College Fitness Center September 2000 - May 2001
Business Aviation Services January 1999 - January 2001
Skills
Newsletters, Customer Service, Budget, Project Planning, Accounts Payable, Event Planning, Account Management, Department Budgeting, Time Management, Travel Management, Problem Solving, Presentations, Legal Compliance, Project Management, Microsoft Excel, PowerPoint, Microsoft Word, Ceridian Payroll System, Halogen, Bloomberg, Concur, Diligent
Education
Carthage College 1998 — 2002
BA, Business and Marketing
Roosevelt High School 1994 — 1998
Eaton Vance November 2012 - Present
Eaton Vance January 2008 - November 2012
Harvard School of Public Health August 2007 - November 2007
Customer Portfolios December 2006 - June 2007
Enterprise Rent-A-Car January 2003 - December 2006
Dunnhill Enterprises Inc June 2002 - September 2002
American Eagle Outfitters September 2001 - May 2002
Guttormsen, Hartley, Guttormsen & Wilk, LLP May 2001 - August 2001
Carthage College Fitness Center September 2000 - May 2001
Business Aviation Services January 1999 - January 2001
Skills
Newsletters, Customer Service, Budget, Project Planning, Accounts Payable, Event Planning, Account Management, Department Budgeting, Time Management, Travel Management, Problem Solving, Presentations, Legal Compliance, Project Management, Microsoft Excel, PowerPoint, Microsoft Word, Ceridian Payroll System, Halogen, Bloomberg, Concur, Diligent
Education
Carthage College 1998 — 2002
BA, Business and Marketing
Roosevelt High School 1994 — 1998
Matias Rodlauer Matias Rodlauer's Eaton Vance Experience June 2013 - August 2013
Job Analyst at Harbour Capital Advisors
Industry Financial Services
Experience
Harbour Capital Advisors March 2015 - Present
Mount Mansfield Winter Academy October 2014 - March 2015
Skiershop November 2014 - January 2015
Eaton Vance June 2013 - August 2013
Chain Bridge Bank, N.A. June 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, Economic Forecasting, Regression Analysis, Financial Accounting, Economic Research, Corporate Finance, Stata, Statistical Data..., Economic Data Analysis, Trading, Fixed Income
Education
Colby College 2010 — 2014
Bachelor's Degree, Economics: Financial Markets
The Potomac School 2006 — 2010
High School, General
Harbour Capital Advisors March 2015 - Present
Mount Mansfield Winter Academy October 2014 - March 2015
Skiershop November 2014 - January 2015
Eaton Vance June 2013 - August 2013
Chain Bridge Bank, N.A. June 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, Economic Forecasting, Regression Analysis, Financial Accounting, Economic Research, Corporate Finance, Stata, Statistical Data..., Economic Data Analysis, Trading, Fixed Income
Education
Colby College 2010 — 2014
Bachelor's Degree, Economics: Financial Markets
The Potomac School 2006 — 2010
High School, General
Ryan Gagliastre's Eaton Vance Experience November 2013 - Present
Job Senior Risk Management Associate at Eaton Vance
Industry Investment Management
Experience
Eaton Vance November 2013 - Present
Education
Bryant University 2004 — 2008
BA, Finance
Eaton Vance November 2013 - Present
Education
Bryant University 2004 — 2008
BA, Finance
Brian Ford, CFA Brian Ford, CFA's Eaton Vance Experience May 2007 - August 2007
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays Investment Bank March 2015 - Present
Kroll Bond Rating Agency, Inc. October 2010 - March 2015
Citi July 2008 - October 2010
Eaton Vance May 2007 - August 2007
Skills
Structured Finance, Bloomberg, Fixed Income, Equity Research, ABS, Capital Markets, Financial Modeling, Valuation, Asset Management
Education
Connecticut College 2004 — 2008
B.A., Mathematics; Economics
Barclays Investment Bank March 2015 - Present
Kroll Bond Rating Agency, Inc. October 2010 - March 2015
Citi July 2008 - October 2010
Eaton Vance May 2007 - August 2007
Skills
Structured Finance, Bloomberg, Fixed Income, Equity Research, ABS, Capital Markets, Financial Modeling, Valuation, Asset Management
Education
Connecticut College 2004 — 2008
B.A., Mathematics; Economics
Megan Kelly's Eaton Vance Experience May 2011 - August 2011
Job Investment Risk Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2012 - Present
Eaton Vance May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - June 2010
Skills
Spanish, Microsoft Office, Haver Analytics, Bloomberg, FactSet, BarraOne
Education
Bowdoin College 2008 — 2012
BA, Economics, Spanish
Universidad de Granada 2010 — 2010
Economics, Spanish
CFA Program
Wellington Management July 2012 - Present
Eaton Vance May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - June 2010
Skills
Spanish, Microsoft Office, Haver Analytics, Bloomberg, FactSet, BarraOne
Education
Bowdoin College 2008 — 2012
BA, Economics, Spanish
Universidad de Granada 2010 — 2010
Economics, Spanish
CFA Program
Hicham osseili Hicham osseili's Eaton Vance Experience September 2010 - October 2011
Job Technical Support Analyst at Sonos, Inc.
Industry Information Technology and Services
Experience
Sonos, Inc. October 2011 - April 2013
Pegasystems 2013 - 2013
Eaton Vance September 2010 - October 2011
Biogen Idec Inc January 2010 - September 2010
Micro Center May 2007 - May 2010
Lincoln Technical Institute January 2006 - May 2007
Skills
Blackberry Enterprise..., Active Directory, Technical Support, Troubleshooting, Networking, Windows 7, VMware, Microsoft Exchange, Help Desk Support, Operating Systems, Windows Server, Windows XP, Citrix, VPN
Education
Bunker Hill Community College 1999 — 2001
Associate in Science, Science
Lincoln Technical College
2007 Diploma; Associate, Network System Administration; Science, Computer Science
Sonos, Inc. October 2011 - April 2013
Pegasystems 2013 - 2013
Eaton Vance September 2010 - October 2011
Biogen Idec Inc January 2010 - September 2010
Micro Center May 2007 - May 2010
Lincoln Technical Institute January 2006 - May 2007
Skills
Blackberry Enterprise..., Active Directory, Technical Support, Troubleshooting, Networking, Windows 7, VMware, Microsoft Exchange, Help Desk Support, Operating Systems, Windows Server, Windows XP, Citrix, VPN
Education
Bunker Hill Community College 1999 — 2001
Associate in Science, Science
Lincoln Technical College
2007 Diploma; Associate, Network System Administration; Science, Computer Science
Kim N. Le's Eaton Vance Experience October 2011 - Present
Job Brand Marketing at Eaton Vance
Industry Financial Services
Experience
Eaton Vance October 2011 - Present
BNY Mellon July 2008 - October 2011
Tufts University August 2007 - June 2008
Cambridge Human Rights Commission November 2004 - September 2005
Skills
Dreamweaver, Advertising, Marketing, Adobe Acrobat, Illustrator, Access, Microsoft Office, Lotus Notes, Microsoft Excel, Social Media, InDesign, Email Marketing, PowerPoint, Marketing Communications, Analytics, Spanish, Social Networking, Market Research, Social Media Marketing, Data Analysis, Facebook, Editing, Microsoft Word, Alternative Investments, Marketing Strategy, Online Marketing
Education
Northeastern University - Graduate School of Business Administration 2012 — 2015
MBA/MSF, 3.5
Tufts University 2003 — 2007
Bachelor of Arts, Economics, Political Science
Eaton Vance October 2011 - Present
BNY Mellon July 2008 - October 2011
Tufts University August 2007 - June 2008
Cambridge Human Rights Commission November 2004 - September 2005
Skills
Dreamweaver, Advertising, Marketing, Adobe Acrobat, Illustrator, Access, Microsoft Office, Lotus Notes, Microsoft Excel, Social Media, InDesign, Email Marketing, PowerPoint, Marketing Communications, Analytics, Spanish, Social Networking, Market Research, Social Media Marketing, Data Analysis, Facebook, Editing, Microsoft Word, Alternative Investments, Marketing Strategy, Online Marketing
Education
Northeastern University - Graduate School of Business Administration 2012 — 2015
MBA/MSF, 3.5
Tufts University 2003 — 2007
Bachelor of Arts, Economics, Political Science
Robert Whelan, CFA's Eaton Vance Experience 2007 - 2012
Job Chief Financial Officer
Industry Investment Management
Experience
Federal Reserve System 2012 - Present
Eaton Vance 2007 - 2012
Boston Private Financial Holdings 2004 - 2007
MFS Investment Management 2000 - 2004
MFS Investment Management 1999 - 2000
MFS Investment Management 1997 - 1999
MFS Investment Management 1996 - 1997
BankBoston 1994 - 1996
Deloitte Consulting 1991 - 1994
Bank of New England 1983 - 1989
Skills
Capital Markets, Finance, Strategy, Strategic Planning, Risk Management, Mergers, Leadership, Investment Banking, Investments
Education
Harvard Business School
Master of Business Administration (MBA)
Bowdoin College
Bachelor of Arts (BA), Economics and Government
Thayer Academy
Federal Reserve System 2012 - Present
Eaton Vance 2007 - 2012
Boston Private Financial Holdings 2004 - 2007
MFS Investment Management 2000 - 2004
MFS Investment Management 1999 - 2000
MFS Investment Management 1997 - 1999
MFS Investment Management 1996 - 1997
BankBoston 1994 - 1996
Deloitte Consulting 1991 - 1994
Bank of New England 1983 - 1989
Skills
Capital Markets, Finance, Strategy, Strategic Planning, Risk Management, Mergers, Leadership, Investment Banking, Investments
Education
Harvard Business School
Master of Business Administration (MBA)
Bowdoin College
Bachelor of Arts (BA), Economics and Government
Thayer Academy
Caleb Ballou, CFA's Eaton Vance Experience August 2008 - June 2013
Job MBA Associate at Cornerstone Capital Inc.
Industry Financial Services
Experience
Cornerstone Capital Inc. August 2015 - Present
The Rockefeller Foundation May 2015 - Present
Columbia Business School and SIPA August 2013 - Present
Framestore October 2014 - January 2015
Inspiring Capital June 2014 - August 2014
Kopali Organics January 2014 - May 2014
Eaton Vance August 2008 - June 2013
Eaton Vance October 2010 - October 2012
Eaton Vance August 2008 - October 2010
Choate, Hall & Stewart June 2007 - September 2007
Skills
Bloomberg, Analysis, Analytics, Strategy, Financial Modeling, Private Equity
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Social Enterprise and Finance
Columbia University - School of International and Public Affairs 2014 — 2016
Master of International Affairs, Social Enterprise and Finance
Dartmouth College 2004 — 2008
B.A., Linguistics, English Literature
University of Auckland 2007 — 2007
The Roxbury Latin School 2000 — 2004
Cornerstone Capital Inc. August 2015 - Present
The Rockefeller Foundation May 2015 - Present
Columbia Business School and SIPA August 2013 - Present
Framestore October 2014 - January 2015
Inspiring Capital June 2014 - August 2014
Kopali Organics January 2014 - May 2014
Eaton Vance August 2008 - June 2013
Eaton Vance October 2010 - October 2012
Eaton Vance August 2008 - October 2010
Choate, Hall & Stewart June 2007 - September 2007
Skills
Bloomberg, Analysis, Analytics, Strategy, Financial Modeling, Private Equity
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Social Enterprise and Finance
Columbia University - School of International and Public Affairs 2014 — 2016
Master of International Affairs, Social Enterprise and Finance
Dartmouth College 2004 — 2008
B.A., Linguistics, English Literature
University of Auckland 2007 — 2007
The Roxbury Latin School 2000 — 2004
Nicholas Stahelski Nicholas Stahelski's Eaton Vance Experience March 2015 - Present
Job Product Associate at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2015 - Present
Eaton Vance June 2014 - March 2015
Ferris Capital June 2013 - September 2013
Holy Cross Investment Office January 2013 - May 2013
Skills
Research, PowerPoint, Microsoft Excel, Statistics, Microsoft Office, Bloomberg, Data Analysis, Microsoft Word, Bloomberg Terminal, Public Speaking, Political Science, Teamwork, English, Marketing, Sales
Education
College of the Holy Cross 2010 — 2014
Bachelor's degree, Economics
Daniel Hand High School 2006 — 2010
Eaton Vance March 2015 - Present
Eaton Vance June 2014 - March 2015
Ferris Capital June 2013 - September 2013
Holy Cross Investment Office January 2013 - May 2013
Skills
Research, PowerPoint, Microsoft Excel, Statistics, Microsoft Office, Bloomberg, Data Analysis, Microsoft Word, Bloomberg Terminal, Public Speaking, Political Science, Teamwork, English, Marketing, Sales
Education
College of the Holy Cross 2010 — 2014
Bachelor's degree, Economics
Daniel Hand High School 2006 — 2010
Robert Schlegel Robert Schlegel's Eaton Vance Experience February 2001 - June 2005
Job Senior Regional Director at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners January 2014 - Present
Curian Capital October 2008 - January 2014
AIG SunAmerica April 2006 - October 2008
John Hancock Financial Services 2005 - 2006
Eaton Vance February 2001 - June 2005
Skills
Series 7, Series 63, Mutual Funds, Series 6, Fixed Annuities, Retirement Planning, Wealth Management, Separately Managed..., Investments, 401k, Securities, Alternative Investments, Asset Allocation, Uniform Combined State..., Retirement
Education
Cambridge College 2001 — 2003
Master's degree, Business, Management, Marketing, and Related Support Services
Florida Gulf Coast University 1998 — 2000
Bachelor's degree, Criminal Law
Virtus Investment Partners January 2014 - Present
Curian Capital October 2008 - January 2014
AIG SunAmerica April 2006 - October 2008
John Hancock Financial Services 2005 - 2006
Eaton Vance February 2001 - June 2005
Skills
Series 7, Series 63, Mutual Funds, Series 6, Fixed Annuities, Retirement Planning, Wealth Management, Separately Managed..., Investments, 401k, Securities, Alternative Investments, Asset Allocation, Uniform Combined State..., Retirement
Education
Cambridge College 2001 — 2003
Master's degree, Business, Management, Marketing, and Related Support Services
Florida Gulf Coast University 1998 — 2000
Bachelor's degree, Criminal Law
Kristin Westland Kristin Westland's Eaton Vance Experience November 2000 - December 2002
Job Chief Administrative Officer at CIHR Canadian HIV Trials Network
Industry Research
Experience
CIHR Canadian HIV Trials Network March 2014 - Present
Centre for Health Evaluation and Outcome Sciences (CHÉOS) September 2010 - Present
BC Centre for Improved Cardiovascular Health (ICVHealth) May 2013 - September 2014
The University of British Columbia June 2005 - August 2010
Eaton Vance November 2000 - December 2002
Hawthorne Hotel, Salem MA March 1999 - November 2000
Skills
Higher Education, Data Analysis, Research, Project Management, Editing, Social Media, Teaching, Event Planning, Program Management, Public Speaking, Grant Writing, Nonprofits, Qualitative Research, Project Planning, Program Evaluation, Analysis, Report Writing
Education
CMA Strategic Leadership Program 2011 — 2014
CPA, CMA
Simon Fraser University 2012 — 2013
Canadian Risk Management Professional Designation
The University of British Columbia 2006 — 2010
MA, Diachronic and cognitive linguistics, rhetoric, conceptual blending theory
The University of British Columbia 2003 — 2005
BA, English - academic and technical writing, medieval literature
University of Massachusetts Boston 2002 — 2002
English
Columbia College Chicago 1996 — 1998
Audio and Acoustic Arts
The University of Winnipeg 1994 — 1996
Biology and Geography
CIHR Canadian HIV Trials Network March 2014 - Present
Centre for Health Evaluation and Outcome Sciences (CHÉOS) September 2010 - Present
BC Centre for Improved Cardiovascular Health (ICVHealth) May 2013 - September 2014
The University of British Columbia June 2005 - August 2010
Eaton Vance November 2000 - December 2002
Hawthorne Hotel, Salem MA March 1999 - November 2000
Skills
Higher Education, Data Analysis, Research, Project Management, Editing, Social Media, Teaching, Event Planning, Program Management, Public Speaking, Grant Writing, Nonprofits, Qualitative Research, Project Planning, Program Evaluation, Analysis, Report Writing
Education
CMA Strategic Leadership Program 2011 — 2014
CPA, CMA
Simon Fraser University 2012 — 2013
Canadian Risk Management Professional Designation
The University of British Columbia 2006 — 2010
MA, Diachronic and cognitive linguistics, rhetoric, conceptual blending theory
The University of British Columbia 2003 — 2005
BA, English - academic and technical writing, medieval literature
University of Massachusetts Boston 2002 — 2002
English
Columbia College Chicago 1996 — 1998
Audio and Acoustic Arts
The University of Winnipeg 1994 — 1996
Biology and Geography
Jeffrey Timbas Jeffrey Timbas's Eaton Vance Experience June 2014 - Present
Job Senior Financial Reporting Analyst at Eaton Vance
Industry Accounting
Experience
Eaton Vance June 2014 - Present
Eaton Vance June 2010 - June 2014
State Street Bank 2007 - June 2010
Skills
Mutual Funds, Bloomberg, Asset Management, Investments, Financial Reporting, Financial Analysis, Financial Modeling, Fund Accounting, Derivatives
Education
Bryant University 2003 — 2007
BSBA, BUSINESS MANAGEMENT
Istituto Lorenzo de' Medici 2006 — 2006
Eaton Vance June 2014 - Present
Eaton Vance June 2010 - June 2014
State Street Bank 2007 - June 2010
Skills
Mutual Funds, Bloomberg, Asset Management, Investments, Financial Reporting, Financial Analysis, Financial Modeling, Fund Accounting, Derivatives
Education
Bryant University 2003 — 2007
BSBA, BUSINESS MANAGEMENT
Istituto Lorenzo de' Medici 2006 — 2006
Jeanna Frawley Jeanna Frawley's Eaton Vance Experience October 2006 - Present
Job Senior Infrastructure Analyst and IT Operations Support
Industry Financial Services
Experience
Eaton Vance October 2006 - Present
Fidelity Investments June 2005 - March 2006
Education
Colorado State University 1979 — 1983
Eaton Vance October 2006 - Present
Fidelity Investments June 2005 - March 2006
Education
Colorado State University 1979 — 1983
Michael Bortnick Michael Bortnick's Eaton Vance Experience June 2014 - Present
Job Investment Operations Specialist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2014 - Present
Boston Lobsters Tennis Team April 2013 - August 2013
Boston Lobsters Tennis Team May 2012 - August 2012
Wally's Wicked Good Ice Cream May 2008 - August 2012
Covenant Shelter September 2010 - May 2012
Boston Lobsters Tennis Team May 2011 - August 2011
Brookline Quest Special Olympics 2008 - 2010
Skills
Management, Event Planning, Customer Service, Coaching, Microsoft Word, Social Media
Education
Connecticut College 2010 — 2014
Bachelor of Arts (BA), Economics/Sociology
Eaton Vance June 2014 - Present
Boston Lobsters Tennis Team April 2013 - August 2013
Boston Lobsters Tennis Team May 2012 - August 2012
Wally's Wicked Good Ice Cream May 2008 - August 2012
Covenant Shelter September 2010 - May 2012
Boston Lobsters Tennis Team May 2011 - August 2011
Brookline Quest Special Olympics 2008 - 2010
Skills
Management, Event Planning, Customer Service, Coaching, Microsoft Word, Social Media
Education
Connecticut College 2010 — 2014
Bachelor of Arts (BA), Economics/Sociology
Alex Payne, CFA Alex Payne, CFA's Eaton Vance Experience May 2015 - Present
Job MBS Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance May 2015 - Present
Kingsguard Advisors October 2012 - December 2014
Goldman Sachs December 2007 - July 2012
Colliers-International June 2006 - October 2007
Skills
Portfolio Management, Credit, Asset Management, Loans, Due Diligence, Investment Banking, Mortgage Lending, Loan Servicing, Financial Risk, Bonds, Trading, Securitization, Management, Auditing, Fixed Income
Education
Dartmouth College 2002 — 2006
Government
Montclair High School
Eaton Vance May 2015 - Present
Kingsguard Advisors October 2012 - December 2014
Goldman Sachs December 2007 - July 2012
Colliers-International June 2006 - October 2007
Skills
Portfolio Management, Credit, Asset Management, Loans, Due Diligence, Investment Banking, Mortgage Lending, Loan Servicing, Financial Risk, Bonds, Trading, Securitization, Management, Auditing, Fixed Income
Education
Dartmouth College 2002 — 2006
Government
Montclair High School
Sam Reinhart Sam Reinhart's Eaton Vance Experience January 2015 - Present
Job Mutual Fund Service Representative at Eaton Vance
Industry Financial Services
Experience
Eaton Vance January 2015 - Present
Brown Brothers Harriman October 2014 - January 2015
The Cape Cod Five Cents Savings Bank 2014 - 2014
Gentle Giant Moving Co. May 2011 - August 2013
Cape Cod Sea Camps June 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, Facebook, Event Planning, Social Media, PowerPoint, Outlook, Fundraising, Microsoft Excel, Social Media Marketing, Marketing Communications, Research, Public Speaking, Customer Service, Nonprofits, Teamwork, Advertising
Education
Dickinson College 2010 — 2014
Bachelor of Arts, Sociology with a focus in Sociological Economics
Duxbury High School 2006 — 2010
Eaton Vance January 2015 - Present
Brown Brothers Harriman October 2014 - January 2015
The Cape Cod Five Cents Savings Bank 2014 - 2014
Gentle Giant Moving Co. May 2011 - August 2013
Cape Cod Sea Camps June 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, Facebook, Event Planning, Social Media, PowerPoint, Outlook, Fundraising, Microsoft Excel, Social Media Marketing, Marketing Communications, Research, Public Speaking, Customer Service, Nonprofits, Teamwork, Advertising
Education
Dickinson College 2010 — 2014
Bachelor of Arts, Sociology with a focus in Sociological Economics
Duxbury High School 2006 — 2010
Jessica Signor's Eaton Vance Experience May 2013 - August 2013
Job Law Clerk
Industry Law Practice
Experience
Court September 2014 - Present
United States Bankruptcy Court January 2014 - May 2014
The Hartford September 2013 - November 2013
Eaton Vance May 2013 - August 2013
Office of Gov. Dannel Malloy January 2013 - May 2013
Connecticut Judicial Branch May 2012 - August 2012
State Street Bank July 2009 - September 2011
State Street June 2008 - August 2008
State Street June 2007 - August 2007
Education
The University of Connecticut School of Law 2011 — 2014
J.D.
College of the Holy Cross 2005 — 2009
BA
Court September 2014 - Present
United States Bankruptcy Court January 2014 - May 2014
The Hartford September 2013 - November 2013
Eaton Vance May 2013 - August 2013
Office of Gov. Dannel Malloy January 2013 - May 2013
Connecticut Judicial Branch May 2012 - August 2012
State Street Bank July 2009 - September 2011
State Street June 2008 - August 2008
State Street June 2007 - August 2007
Education
The University of Connecticut School of Law 2011 — 2014
J.D.
College of the Holy Cross 2005 — 2009
BA
Ricky Valdez's Eaton Vance Experience January 2014 - Present
Job Help Desk Specialist at Eaton Vance
Industry Information Technology and Services
Experience
Eaton Vance January 2014 - Present
Eaton Vance August 2013 - January 2014
Year Up March 2013 - August 2013
Skills
Microsoft Office, Windows, Microsoft Excel, PowerPoint, Microsoft Word, Computer Hardware, Software Installation, Customer Service, Help Desk Support, Ghost Imaging, Windows 7, Spanish, Active Directory, Laptops, Outlook, Troubleshooting, Blackberry, BMC Remedy, iPhone, VPN, Teamwork, Blackberry Enterprise..., Cisco Technologies, Hardware, Technical Support, Windows XP
Education
Cambridge College 2013 — 2014
Year Up, Inc. 2013 — 2014
Bachelor of Science (B.S.), Information Technology
Eaton Vance January 2014 - Present
Eaton Vance August 2013 - January 2014
Year Up March 2013 - August 2013
Skills
Microsoft Office, Windows, Microsoft Excel, PowerPoint, Microsoft Word, Computer Hardware, Software Installation, Customer Service, Help Desk Support, Ghost Imaging, Windows 7, Spanish, Active Directory, Laptops, Outlook, Troubleshooting, Blackberry, BMC Remedy, iPhone, VPN, Teamwork, Blackberry Enterprise..., Cisco Technologies, Hardware, Technical Support, Windows XP
Education
Cambridge College 2013 — 2014
Year Up, Inc. 2013 — 2014
Bachelor of Science (B.S.), Information Technology
Alexis Walsh's Eaton Vance Experience March 2014 - Present
Job Marketing Services Associate at Eaton Vance
Industry Investment Management
Experience
Eaton Vance March 2014 - Present
ideaPoint October 2013 - February 2014
Baring Asset Management October 2011 - October 2013
Federated Investors June 2007 - October 2011
Skills
Marketing Communications, Market Research, Marketing, Email Marketing, Social Media, Corporate Communications, Mutual Funds, Analytics, Public Relations, Salesforce.com, FactSet, Adobe Creative Suite, Microsoft Office, StoneShot, Email Marketing Software, Project Management, Digital Marketing, Satuit, Microsoft Office..., Xinnovation
Education
Curry College 2003 — 2007
B.A., Communication, Honors: Dean's List
Notre Dame Academy, Hingham 1998 — 2002
Eaton Vance March 2014 - Present
ideaPoint October 2013 - February 2014
Baring Asset Management October 2011 - October 2013
Federated Investors June 2007 - October 2011
Skills
Marketing Communications, Market Research, Marketing, Email Marketing, Social Media, Corporate Communications, Mutual Funds, Analytics, Public Relations, Salesforce.com, FactSet, Adobe Creative Suite, Microsoft Office, StoneShot, Email Marketing Software, Project Management, Digital Marketing, Satuit, Microsoft Office..., Xinnovation
Education
Curry College 2003 — 2007
B.A., Communication, Honors: Dean's List
Notre Dame Academy, Hingham 1998 — 2002
Lynette Tsai, CPA Lynette Tsai, CPA's Eaton Vance Experience September 2013 - January 2015
Job Consultant at WilliamsMarston
Industry Accounting
Experience
WilliamsMarston LLC January 2015 - Present
Waylens November 2014 - January 2015
Eaton Vance September 2013 - January 2015
Ernst & Young October 2010 - September 2013
Cornell University September 2009 - May 2010
Concept Systems, Inc July 2009 - August 2009
Cornell University September 2008 - November 2008
Craton Capital August 2008 - August 2008
Skills
US GAAP, Financial Reporting, Auditing, Financial Accounting, Microsoft Excel, Internal Controls, Internal Audit, Finance, SEC filings, Sarbanes-Oxley Act, Accounting
Education
Cornell University 2006 — 2010
Bachelor of Science (BS), Applied Economics and Management
WilliamsMarston LLC January 2015 - Present
Waylens November 2014 - January 2015
Eaton Vance September 2013 - January 2015
Ernst & Young October 2010 - September 2013
Cornell University September 2009 - May 2010
Concept Systems, Inc July 2009 - August 2009
Cornell University September 2008 - November 2008
Craton Capital August 2008 - August 2008
Skills
US GAAP, Financial Reporting, Auditing, Financial Accounting, Microsoft Excel, Internal Controls, Internal Audit, Finance, SEC filings, Sarbanes-Oxley Act, Accounting
Education
Cornell University 2006 — 2010
Bachelor of Science (BS), Applied Economics and Management
Jason Klemanski Jason Klemanski's Eaton Vance Experience July 2010 - February 2015
Job Director, Digital Strategy & Marketing at John Hancock Insurance
Industry Investment Management
Experience
John Hancock Financial Services August 2015 - Present
John Hancock Financial Services March 2015 - Present
Eaton Vance July 2010 - February 2015
How2Heroes November 2009 - June 2010
Unicast March 2005 - June 2009
GHA, LLC July 2001 - March 2005
Susquehanna International Group, LLP (SIG) February 2001 - July 2001
Morgan Stanley August 1999 - December 2000
Skills
Digital Marketing, SEM, SEO, Web Design, Web Analytics, Advertising, Online Advertising, Social Media, Fixed Income, Equities, Content Marketing, Digital Strategy, E-commerce, Marketing, Strategy, Social Media Marketing, Analytics, ETFs
Education
Colgate University 1995 — 1999
Bachelor of Arts (B.A.)
John Hancock Financial Services August 2015 - Present
John Hancock Financial Services March 2015 - Present
Eaton Vance July 2010 - February 2015
How2Heroes November 2009 - June 2010
Unicast March 2005 - June 2009
GHA, LLC July 2001 - March 2005
Susquehanna International Group, LLP (SIG) February 2001 - July 2001
Morgan Stanley August 1999 - December 2000
Skills
Digital Marketing, SEM, SEO, Web Design, Web Analytics, Advertising, Online Advertising, Social Media, Fixed Income, Equities, Content Marketing, Digital Strategy, E-commerce, Marketing, Strategy, Social Media Marketing, Analytics, ETFs
Education
Colgate University 1995 — 1999
Bachelor of Arts (B.A.)
Charles Glovsky, CFA Charles Glovsky, CFA's Eaton Vance Experience August 2011 - Present
Job Equity Product Manager
Industry Investment Management
Experience
Eaton Vance August 2011 - Present
Independence Investments/Lee Munder Capital Group January 2000 - September 2010
Dewey Square Investors 1998 - 2000
Glovsky-Brown Capital Management 1996 - 1998
State Street Research and Management 1987 - 1996
Alex. Brown and Sons 1984 - 1987
Education
Dartmouth College
BA
Stanford University Graduate School of Business
MBA
Eaton Vance August 2011 - Present
Independence Investments/Lee Munder Capital Group January 2000 - September 2010
Dewey Square Investors 1998 - 2000
Glovsky-Brown Capital Management 1996 - 1998
State Street Research and Management 1987 - 1996
Alex. Brown and Sons 1984 - 1987
Education
Dartmouth College
BA
Stanford University Graduate School of Business
MBA
Charles Coffman's Eaton Vance Experience June 2014 - August 2014
Job Investment Banking Analyst
Industry Financial Services
Experience
Eaton Vance June 2014 - August 2014
Bingham McCutchen LLP June 2013 - August 2013
Smith Yacht Sales June 2011 - August 2012
Skills
Bloomberg Terminal, BlackRock Aladdin, Stata, High Frequency Trading, Thomes Reuters Elite, Chrome River, Constant Contact, Microsoft Excel, Microsoft Office, PowerPoint, Research, Finance
Education
Colby College 2011 — 2015
Bachelor's Degree, Economics-Mathematics With a Concentration in Financial Markets
UCL 2014 — 2014
Economics
Boston College High School 2007 — 2011
High School
Eaton Vance June 2014 - August 2014
Bingham McCutchen LLP June 2013 - August 2013
Smith Yacht Sales June 2011 - August 2012
Skills
Bloomberg Terminal, BlackRock Aladdin, Stata, High Frequency Trading, Thomes Reuters Elite, Chrome River, Constant Contact, Microsoft Excel, Microsoft Office, PowerPoint, Research, Finance
Education
Colby College 2011 — 2015
Bachelor's Degree, Economics-Mathematics With a Concentration in Financial Markets
UCL 2014 — 2014
Economics
Boston College High School 2007 — 2011
High School
Benjamin Eischen Benjamin Eischen's Eaton Vance Experience 2008 - 2008
Job Investment Analyst at Windham Capital Management
Industry Financial Services
Experience
Windham Capital Management April 2010 - Present
Eaton Vance 2008 - 2008
Skills
Portfolio Managment, Asset Allocation, Portfolio Optimization, Exchange Traded Funds..., Quantitative Analysis, Tactical Asset..., Quantitative Analytics, Portfolio Managers, ETFs
Education
Connecticut College 2005 — 2009
BA, Mathematics, Economics
The Hill School 2002 — 2005
Cardigan Mountain School 2000 — 2002
Windham Capital Management April 2010 - Present
Eaton Vance 2008 - 2008
Skills
Portfolio Managment, Asset Allocation, Portfolio Optimization, Exchange Traded Funds..., Quantitative Analysis, Tactical Asset..., Quantitative Analytics, Portfolio Managers, ETFs
Education
Connecticut College 2005 — 2009
BA, Mathematics, Economics
The Hill School 2002 — 2005
Cardigan Mountain School 2000 — 2002
Justin Beauregard, CFA Justin Beauregard, CFA's Eaton Vance Experience April 2010 - January 2013
Job Risk Analyst at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
Ernst & Young January 2013 - September 2014
Eaton Vance April 2010 - January 2013
State Street June 2008 - May 2010
Skills
Bloomberg, Portfolio Management, Financial Modeling, Microsoft Excel, Capital Markets, Asset Management, Valuation, Financial Services, Fixed Income, Hedge Funds, Investments
Education
McGill University 2004 — 2008
BComm, Finance, International Business
Copenhagen Business School 2007 — 2007
International Business
State Street September 2014 - Present
Ernst & Young January 2013 - September 2014
Eaton Vance April 2010 - January 2013
State Street June 2008 - May 2010
Skills
Bloomberg, Portfolio Management, Financial Modeling, Microsoft Excel, Capital Markets, Asset Management, Valuation, Financial Services, Fixed Income, Hedge Funds, Investments
Education
McGill University 2004 — 2008
BComm, Finance, International Business
Copenhagen Business School 2007 — 2007
International Business
Elissa Levin Davis Elissa Levin Davis's Eaton Vance Experience 2011 - 2013
Job Communications Specialist at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates February 2014 - Present
Fidelity Investments December 2013 - February 2014
elevindavis design June 2013 - February 2014
Eaton Vance 2011 - 2013
State Street Global Advisors August 2005 - March 2011
Custom Media Group January 2005 - March 2011
SSGA 2005 - March 2011
elevingraphics January 1999 - August 2005
Winokur Associates June 2002 - October 2004
O'Connor Constructors September 2001 - May 2002
Skills
Brochures, Logo Design, Graphic Design, InDesign, Web Design, Marketing Communications, Advertising, Illustrator, Adobe Acrobat, Creative Direction, Marketing, Newsletters, Email Marketing, PowerPoint, Adobe Creative Suite, User Experience, Information Graphics, Photoshop, Creative Writing, Creative Strategy, Motion Graphics, HTML, Dreamweaver, Corporate Branding, Graphics, Direct Mail, Brand Development, Corporate Identity, Microsoft Office, Customer Service, Layout, QuarkXPress, Corporate Communications, Social Media, Mac, Collateral, Publications, Catalogs, Typography, Flyers, Business Cards, Image Manipulation, Illustration, Marketing Strategy, WordPress, Content Management, Social Media Marketing
Education
Cape Cod Community College 2013 — 2013
WordPress Certificate Program, Web design using WordPress
Computer Career Institute at Clark University 1999 — 2000
Computer Graphics and Web Design, Web design
Castleton State College 1990 — 1994
Bachelor's of Science, Communications
Castleton University 1990 — 1994
BSCOMMS, Communications, Film Studies
Plymouth North High School
Cambridge Associates February 2014 - Present
Fidelity Investments December 2013 - February 2014
elevindavis design June 2013 - February 2014
Eaton Vance 2011 - 2013
State Street Global Advisors August 2005 - March 2011
Custom Media Group January 2005 - March 2011
SSGA 2005 - March 2011
elevingraphics January 1999 - August 2005
Winokur Associates June 2002 - October 2004
O'Connor Constructors September 2001 - May 2002
Skills
Brochures, Logo Design, Graphic Design, InDesign, Web Design, Marketing Communications, Advertising, Illustrator, Adobe Acrobat, Creative Direction, Marketing, Newsletters, Email Marketing, PowerPoint, Adobe Creative Suite, User Experience, Information Graphics, Photoshop, Creative Writing, Creative Strategy, Motion Graphics, HTML, Dreamweaver, Corporate Branding, Graphics, Direct Mail, Brand Development, Corporate Identity, Microsoft Office, Customer Service, Layout, QuarkXPress, Corporate Communications, Social Media, Mac, Collateral, Publications, Catalogs, Typography, Flyers, Business Cards, Image Manipulation, Illustration, Marketing Strategy, WordPress, Content Management, Social Media Marketing
Education
Cape Cod Community College 2013 — 2013
WordPress Certificate Program, Web design using WordPress
Computer Career Institute at Clark University 1999 — 2000
Computer Graphics and Web Design, Web design
Castleton State College 1990 — 1994
Bachelor's of Science, Communications
Castleton University 1990 — 1994
BSCOMMS, Communications, Film Studies
Plymouth North High School
Nathan Goldman's Eaton Vance Experience September 2011 - Present
Job Investment Operations Specialist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2011 - Present
Connecticut College September 2010 - May 2011
Connecticut College September 2010 - May 2011
Morton Financial June 2010 - August 2010
Skills
Bloomberg, Bloomberg Terminal, Economics, Finance, Microsoft Excel, Microsoft Word, Mutual Funds, PowerPoint, Public Speaking, Research, Stata, Spanish
Education
Connecticut College 2007 — 2011
Bachelor of Arts, Economics
Eaton Vance September 2011 - Present
Connecticut College September 2010 - May 2011
Connecticut College September 2010 - May 2011
Morton Financial June 2010 - August 2010
Skills
Bloomberg, Bloomberg Terminal, Economics, Finance, Microsoft Excel, Microsoft Word, Mutual Funds, PowerPoint, Public Speaking, Research, Stata, Spanish
Education
Connecticut College 2007 — 2011
Bachelor of Arts, Economics
Vatsady Sivongxay Vatsady Sivongxay's Eaton Vance Experience May 2006 - May 2008
Job Director of Public Policy at City of Boston
Industry Legal Services
Experience
City of Boston February 2014 - Present
Sivongxay Law, LLC June 2012 - July 2014
Merrimack Valley Legal Services June 2012 - October 2012
Eze Castle Software August 2011 - June 2012
Investor Advocacy Clinic August 2010 - May 2011
McAluiffe & Associates, P.C. May 2010 - May 2011
Cowley County Attorney's Office May 2009 - July 2009
Eaton Vance May 2006 - May 2008
Ministère de l’éducation nationale September 2004 - July 2005
United States Senate August 2003 - February 2004
Skills
Legal Research, Legal Writing, Corporate Law, Immigration Law, Westlaw, Legal Counseling, Legal Assistance, Entrepreneurship, Lexis, Licensing, Motions, Pleadings, Legal Issues, Document Drafting, Alternative Dispute..., Legal Compliance, Contract Law, Legal Documents, Public Policy, Public Relations, Public Affairs, Community Outreach, Community Development, Community Engagement, Community Organizing, Community Service, Education, Economic Research, Economic Policy, Economic Development, Dispute Resolution
Education
Suffolk University Law School 2008 — 2011
Juris Doctor
Creighton University 2001 — 2004
B.A., International Relations and French
City of Boston February 2014 - Present
Sivongxay Law, LLC June 2012 - July 2014
Merrimack Valley Legal Services June 2012 - October 2012
Eze Castle Software August 2011 - June 2012
Investor Advocacy Clinic August 2010 - May 2011
McAluiffe & Associates, P.C. May 2010 - May 2011
Cowley County Attorney's Office May 2009 - July 2009
Eaton Vance May 2006 - May 2008
Ministère de l’éducation nationale September 2004 - July 2005
United States Senate August 2003 - February 2004
Skills
Legal Research, Legal Writing, Corporate Law, Immigration Law, Westlaw, Legal Counseling, Legal Assistance, Entrepreneurship, Lexis, Licensing, Motions, Pleadings, Legal Issues, Document Drafting, Alternative Dispute..., Legal Compliance, Contract Law, Legal Documents, Public Policy, Public Relations, Public Affairs, Community Outreach, Community Development, Community Engagement, Community Organizing, Community Service, Education, Economic Research, Economic Policy, Economic Development, Dispute Resolution
Education
Suffolk University Law School 2008 — 2011
Juris Doctor
Creighton University 2001 — 2004
B.A., International Relations and French
Jeffrey R. Boutin Jeffrey R. Boutin's Eaton Vance Experience February 2013 - Present
Job Credit Research Professional
Industry Investment Management
Experience
Eaton Vance February 2013 - Present
Dwight Asset Management July 2009 - May 2012
Neuberger Berman / Lehman Brothers Asset Management July 2003 - June 2009
Banc One Capital Markets January 2002 - July 2003
Freedom Capital Management March 2000 - January 2002
State Street Global Advisors March 1996 - March 2000
State Street Bank & Trust June 1993 - March 1996
Shawmut Bank July 1987 - June 1993
Education
University of Hartford 1990 — 1994
MBA, Finance/Computer Science
Central Connecticut State University 1982 — 1986
BS, Finance/Computer Science
Eaton Vance February 2013 - Present
Dwight Asset Management July 2009 - May 2012
Neuberger Berman / Lehman Brothers Asset Management July 2003 - June 2009
Banc One Capital Markets January 2002 - July 2003
Freedom Capital Management March 2000 - January 2002
State Street Global Advisors March 1996 - March 2000
State Street Bank & Trust June 1993 - March 1996
Shawmut Bank July 1987 - June 1993
Education
University of Hartford 1990 — 1994
MBA, Finance/Computer Science
Central Connecticut State University 1982 — 1986
BS, Finance/Computer Science
PJ Curran's Eaton Vance Experience June 2012 - November 2012
Job Freelance Graphic Designer Print/Web
Industry Graphic Design
Experience
Culver Media 2013 - 2015
Boston Business Printing February 2013 - April 2013
Harvard School of Public Health December 2012 - March 2013
Eaton Vance June 2012 - November 2012
Ropes & Gray LLP 2008 - 2010
WilmerHale 2001 - 2008
Skills
Graphics, Print, Brochures, Invitations, Photography, HTML, Direct Mail, Advertising, Graphic Design, Typography, Trade Show Management, Flash, Logos, Retouching, Business Cards, Promotions, Postcards, Pre-press, Newsletters, Posters, Adobe Acrobat, Corporate Identity, Photoshop, InDesign, Publications, Layout, Flyers, Microsoft Office, Color Correction, Visual Communication, Annual Reports, Dreamweaver, Print Production, Banners, PowerPoint, Interactive documents, Social Media, Collateral, QuarkXPress, Adobe Creative Suite, Brand Development, Mac, Art Direction, Illustrator, Email Marketing, Corporate Branding, Marketing Communications, Web Design, Marketing, User Experience
Education
Bunker Hill Community College 1988 — 1990
A.S. Media Technology, Photography, Typography, Graphic Design
Salem State College
Marketing Communications
Culver Media 2013 - 2015
Boston Business Printing February 2013 - April 2013
Harvard School of Public Health December 2012 - March 2013
Eaton Vance June 2012 - November 2012
Ropes & Gray LLP 2008 - 2010
WilmerHale 2001 - 2008
Skills
Graphics, Print, Brochures, Invitations, Photography, HTML, Direct Mail, Advertising, Graphic Design, Typography, Trade Show Management, Flash, Logos, Retouching, Business Cards, Promotions, Postcards, Pre-press, Newsletters, Posters, Adobe Acrobat, Corporate Identity, Photoshop, InDesign, Publications, Layout, Flyers, Microsoft Office, Color Correction, Visual Communication, Annual Reports, Dreamweaver, Print Production, Banners, PowerPoint, Interactive documents, Social Media, Collateral, QuarkXPress, Adobe Creative Suite, Brand Development, Mac, Art Direction, Illustrator, Email Marketing, Corporate Branding, Marketing Communications, Web Design, Marketing, User Experience
Education
Bunker Hill Community College 1988 — 1990
A.S. Media Technology, Photography, Typography, Graphic Design
Salem State College
Marketing Communications
Joseph Santullo's Eaton Vance Experience June 2015 - Present
Job Mutual Fund Services Specialist at Eaton Vance
Industry
Experience
Eaton Vance June 2015 - Present
Eaton Vance January 2015 - June 2015
Brown Brothers Harriman October 2014 - January 2015
John Hancock Investments June 2013 - August 2013
Vineyard Vines November 2010 - January 2013
DN Tanks June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word
Education
Connecticut College 2010 — 2014
BA, Economics
Concord-Carlisle High School
University of Cape Town
Eaton Vance June 2015 - Present
Eaton Vance January 2015 - June 2015
Brown Brothers Harriman October 2014 - January 2015
John Hancock Investments June 2013 - August 2013
Vineyard Vines November 2010 - January 2013
DN Tanks June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word
Education
Connecticut College 2010 — 2014
BA, Economics
Concord-Carlisle High School
University of Cape Town
Chris Colabrese's Eaton Vance Experience December 2010 - June 2015
Job Associate Director, Institutional Sales at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments June 2015 - Present
Eaton Vance December 2010 - June 2015
Fidelity Investments Institutional Services May 2008 - December 2010
Skills
Series 7, Asset Allocation, Investment Management, Securities, Asset Management, Economics, Alternative Investments, Uniform Combined State..., Mutual Funds, Financial Advisory, Investment Banking, Strategic Financial..., Capital Markets, Separately Managed..., Investment Strategies, Asset Managment
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2016
Masters of Science, Finance
Bryant University 2006 — 2009
Bachelor of Science (B.S.), Economics, 3.7
John Hancock Investments June 2015 - Present
Eaton Vance December 2010 - June 2015
Fidelity Investments Institutional Services May 2008 - December 2010
Skills
Series 7, Asset Allocation, Investment Management, Securities, Asset Management, Economics, Alternative Investments, Uniform Combined State..., Mutual Funds, Financial Advisory, Investment Banking, Strategic Financial..., Capital Markets, Separately Managed..., Investment Strategies, Asset Managment
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2016
Masters of Science, Finance
Bryant University 2006 — 2009
Bachelor of Science (B.S.), Economics, 3.7
Maria Mendelsberg, CFA Maria Mendelsberg, CFA's Eaton Vance Experience August 1992 - May 1997
Job Principal at Cambiar Investors LLC
Industry Financial Services
Experience
Cambiar Investors LLC September 1997 - Present
Eaton Vance August 1992 - May 1997
Skills
Equities, Investments, Asset Management, Equity Research, Portfolio Management, Alternative Investments, Valuation, Asset Allocation, Fixed Income, Investment Management, Competitive Analysis, Asset Managment, Securities, Private Equity, Investment Strategies, Industry Analysis
Education
Brown University 1986 — 1990
Bachelor of Arts (BA), Business Economics and Classics
Cambiar Investors LLC September 1997 - Present
Eaton Vance August 1992 - May 1997
Skills
Equities, Investments, Asset Management, Equity Research, Portfolio Management, Alternative Investments, Valuation, Asset Allocation, Fixed Income, Investment Management, Competitive Analysis, Asset Managment, Securities, Private Equity, Investment Strategies, Industry Analysis
Education
Brown University 1986 — 1990
Bachelor of Arts (BA), Business Economics and Classics
Elaine Sullivan's Eaton Vance Experience September 2012 - Present
Job Director of Retail Marketing
Industry Financial Services
Experience
Eaton Vance September 2012 - Present
Putnam Investments 1991 - September 2012
Citizens Investment Services July 1994 - July 1995
Colonial Investments April 1993 - June 1994
Education
Brandeis University 1984 — 1988
Bachelor of Arts, English Literature and American Studies
Eaton Vance September 2012 - Present
Putnam Investments 1991 - September 2012
Citizens Investment Services July 1994 - July 1995
Colonial Investments April 1993 - June 1994
Education
Brandeis University 1984 — 1988
Bachelor of Arts, English Literature and American Studies
Sandra Flanagan Sandra Flanagan's Eaton Vance Experience July 2015 - Present
Job Marketing Services Associate at Eaton Vance
Industry Writing and Editing
Experience
Eaton Vance July 2015 - Present
Cornerstone Test Prep & Tutoring September 2014 - Present
Brill March 2015 - May 2015
Arlington Public Schools September 2012 - June 2014
Arlington Public Schools September 2011 - June 2012
Arlington Public Schools December 2010 - June 2011
Fidelity Investments April 2006 - March 2007
PTC April 2005 - September 2005
Education
Simmons College 2008 — 2010
Master of Arts (M.A.), Education
Central Connecticut State University 2001 — 2005
Bachelor's degree, English Literature and Creative Writing
Eaton Vance July 2015 - Present
Cornerstone Test Prep & Tutoring September 2014 - Present
Brill March 2015 - May 2015
Arlington Public Schools September 2012 - June 2014
Arlington Public Schools September 2011 - June 2012
Arlington Public Schools December 2010 - June 2011
Fidelity Investments April 2006 - March 2007
PTC April 2005 - September 2005
Education
Simmons College 2008 — 2010
Master of Arts (M.A.), Education
Central Connecticut State University 2001 — 2005
Bachelor's degree, English Literature and Creative Writing
Karlene Bishop Karlene Bishop's Eaton Vance Experience January 2015 - Present
Job Help Desk Intern at Eaton Vance
Industry
Experience
Eaton Vance January 2015 - Present
Target June 2013 - May 2014
Brenau University August 2011 - May 2012
Skills
Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Management, PowerPoint, Leadership, Sales, Public Speaking, Strategic Planning, SharePoint, BMC Remedy, Windows 7, SCCM, RSA SecurID, McAfee
Education
Cambridge College 2014 — 2015
Bachelor of Science, Business Management
Brenau University 2011 — 2012
Fashion Merchandising, 3.1 GPA
Eaton Vance January 2015 - Present
Target June 2013 - May 2014
Brenau University August 2011 - May 2012
Skills
Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Management, PowerPoint, Leadership, Sales, Public Speaking, Strategic Planning, SharePoint, BMC Remedy, Windows 7, SCCM, RSA SecurID, McAfee
Education
Cambridge College 2014 — 2015
Bachelor of Science, Business Management
Brenau University 2011 — 2012
Fashion Merchandising, 3.1 GPA
Micaela Curley Micaela Curley's Eaton Vance Experience February 2014 - Present
Job Administrative Assistant at Eaton Vance
Industry Research
Experience
Eaton Vance February 2014 - Present
UMass Boston May 2013 - Present
Harvard University September 2013 - October 2013
UMass Boston May 2012 - May 2013
Penn State University August 2010 - December 2010
Skills
Research, Multicultural..., Quantitative Research, Qualitative Research, Psychology, Teaching, Microsoft Office, PowerPoint, English, Microsoft Word, Microsoft Excel, Public Speaking, SPSS, Outlook, Windows, NVivo, Problem Solving, Analytical Skills, Self-directed Learning, Organization, Collaboration, Data Analysis
Education
University of Massachusetts Boston 2011 — 2013
Bachelor of Arts (B.A.), Psychology
Capital College, Pennsylvania State University 2010 — 2011
Psychology
Towson University 2009 — 2009
Eaton Vance February 2014 - Present
UMass Boston May 2013 - Present
Harvard University September 2013 - October 2013
UMass Boston May 2012 - May 2013
Penn State University August 2010 - December 2010
Skills
Research, Multicultural..., Quantitative Research, Qualitative Research, Psychology, Teaching, Microsoft Office, PowerPoint, English, Microsoft Word, Microsoft Excel, Public Speaking, SPSS, Outlook, Windows, NVivo, Problem Solving, Analytical Skills, Self-directed Learning, Organization, Collaboration, Data Analysis
Education
University of Massachusetts Boston 2011 — 2013
Bachelor of Arts (B.A.), Psychology
Capital College, Pennsylvania State University 2010 — 2011
Psychology
Towson University 2009 — 2009
William Gilbert, CPA's Eaton Vance Experience June 2011 - May 2012
Job FSO Assurance Senior at Ernst & Young
Industry Accounting
Experience
EY August 2012 - Present
Eaton Vance June 2011 - May 2012
BBC Worldwide February 2011 - April 2011
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration; Accounting, Magna Cum Laude
EY August 2012 - Present
Eaton Vance June 2011 - May 2012
BBC Worldwide February 2011 - April 2011
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration; Accounting, Magna Cum Laude
Ann Sunderland Ross Ann Sunderland Ross's Eaton Vance Experience 1999 - 2006
Job Financial Analyst
Industry Investment Management
Experience
reacHIRE 2015 - Present
Eaton Vance 1999 - 2006
BankBoston 1998 - 1999
Education
Bowdoin College 1994 — 1998
Bachelor of Arts
Dana Hall School
High School
reacHIRE 2015 - Present
Eaton Vance 1999 - 2006
BankBoston 1998 - 1999
Education
Bowdoin College 1994 — 1998
Bachelor of Arts
Dana Hall School
High School
Kurt Kostyu Kurt Kostyu's Eaton Vance Experience June 2014 - Present
Job Global Fixed Income Research Associate at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2014 - Present
Good Judgment Project August 2013 - Present
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.)
Tuck School of Business at Dartmouth 2011 — 2011
Tuck Business Bridge
Eaton Vance June 2014 - Present
Good Judgment Project August 2013 - Present
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.)
Tuck School of Business at Dartmouth 2011 — 2011
Tuck Business Bridge
Erica Laudon Erica Laudon's Eaton Vance Experience April 1999 - October 2000
Job Practice Development Manager at Kelley Drye & Warren LLP
Industry Financial Services
Experience
Kelley Drye & Warren LLP April 2014 - Present
ModernWeddingMom.com June 2012 - Present
Seyfarth Shaw February 2011 - June 2012
Dechert LLP November 2008 - February 2011
MSCI Barra (formerly owned by Morgan Stanley) June 2006 - November 2008
Standard & Poor's July 2004 - August 2006
Lehman Brothers 2000 - 2001
Eaton Vance April 1999 - October 2000
Skills
Digital Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Start-ups, SEM, Digital Media, Product Marketing, Digital Strategy, SEO, Marketing, Business Development, New Business Development, Web Analytics, Sales, Change Management, Social Media, Marketing Copy, Business Strategy, CRM, Product Management, ROMI, Copywriting, Lead Generation, Google Analytics, Advertising Copy, Venture Capital, Tactical Sales, Budget Development, Change Leadership, Marketing ROI, Website Copy, White Papers, Private Equity, Start-up Ventures, B2B Marketing Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management 2002 — 2004
MBA, Entrepreneurship, Marketing
New York University 2012 — 2012
Certificate in Digital Media Marketing, Social Media, Communications, SEO, Web Analytics
Colgate University 1994 — 1998
B.A., Art History, Philosophy
Hackley School
Kelley Drye & Warren LLP April 2014 - Present
ModernWeddingMom.com June 2012 - Present
Seyfarth Shaw February 2011 - June 2012
Dechert LLP November 2008 - February 2011
MSCI Barra (formerly owned by Morgan Stanley) June 2006 - November 2008
Standard & Poor's July 2004 - August 2006
Lehman Brothers 2000 - 2001
Eaton Vance April 1999 - October 2000
Skills
Digital Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Start-ups, SEM, Digital Media, Product Marketing, Digital Strategy, SEO, Marketing, Business Development, New Business Development, Web Analytics, Sales, Change Management, Social Media, Marketing Copy, Business Strategy, CRM, Product Management, ROMI, Copywriting, Lead Generation, Google Analytics, Advertising Copy, Venture Capital, Tactical Sales, Budget Development, Change Leadership, Marketing ROI, Website Copy, White Papers, Private Equity, Start-up Ventures, B2B Marketing Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management 2002 — 2004
MBA, Entrepreneurship, Marketing
New York University 2012 — 2012
Certificate in Digital Media Marketing, Social Media, Communications, SEO, Web Analytics
Colgate University 1994 — 1998
B.A., Art History, Philosophy
Hackley School
Zachary Rioux Zachary Rioux's Eaton Vance Experience January 2011 - May 2012
Job Associate at LP Capital Advisors, a Pavilion Company
Industry Venture Capital & Private Equity
Experience
LP Capital Advisors, a Pavilion Company February 2015 - Present
LP Capital Advisors, a Pavilion Company September 2012 - February 2015
Eaton Vance January 2011 - May 2012
ThirstD Drink Deliveries September 2009 - December 2010
Education
Dartmouth College 2006 — 2010
B.A., Economics
LP Capital Advisors, a Pavilion Company February 2015 - Present
LP Capital Advisors, a Pavilion Company September 2012 - February 2015
Eaton Vance January 2011 - May 2012
ThirstD Drink Deliveries September 2009 - December 2010
Education
Dartmouth College 2006 — 2010
B.A., Economics
Eric Cooper Eric Cooper's Eaton Vance Experience March 2008 - Present
Job VP, Client Service at Eaton Vance
Industry Investment Management
Experience
Eaton Vance March 2008 - Present
Skills
Asset Management, Series 7, Bloomberg, Fixed Income, Asset Allocation, Equities, Investment Management, Investments, Alternative Investments, Hedge Funds, Securities, Investment Strategies
Education
Colgate University
Bachelor of Arts (B.A.), Economics
Berkshire School
Eaton Vance March 2008 - Present
Skills
Asset Management, Series 7, Bloomberg, Fixed Income, Asset Allocation, Equities, Investment Management, Investments, Alternative Investments, Hedge Funds, Securities, Investment Strategies
Education
Colgate University
Bachelor of Arts (B.A.), Economics
Berkshire School
John McElhiney's Eaton Vance Experience July 2010 - Present
Job Internal Wholesaler at Eaton Vance
Industry Investment Management
Experience
Eaton Vance July 2010 - Present
Eaton Vance 2008 - 2010
Skills
Series 7, series 66, Series 63, Mutual Funds, Investments, Stock Market, Alternative Investments, Asset Managment, Series 6
Education
Curry College 2004 — 2008
BS, Finance
North Andover High School
Eaton Vance July 2010 - Present
Eaton Vance 2008 - 2010
Skills
Series 7, series 66, Series 63, Mutual Funds, Investments, Stock Market, Alternative Investments, Asset Managment, Series 6
Education
Curry College 2004 — 2008
BS, Finance
North Andover High School
Christian Caswell's Eaton Vance Experience November 2013 - Present
Job RFP Specialist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2013 - Present
John Hancock Financial Services December 2012 - October 2013
John Hancock Financial Services January 2011 - December 2012
Nationwide REO Brokers July 2009 - December 2010
Harmon Law Offices, P.C. July 2008 - July 2009
Skills
Customer Service, Sales, Series 6, Technical Writing, Microsoft Office, PowerPoint, 401k, Recruiting, Financial Services, Marketing Strategy, Project Management, Social Media, Marketing, Market Research
Education
Curry College 2003 — 2008
Bachelor of Arts (BA), Criminal Justice, 3.87
Eaton Vance November 2013 - Present
John Hancock Financial Services December 2012 - October 2013
John Hancock Financial Services January 2011 - December 2012
Nationwide REO Brokers July 2009 - December 2010
Harmon Law Offices, P.C. July 2008 - July 2009
Skills
Customer Service, Sales, Series 6, Technical Writing, Microsoft Office, PowerPoint, 401k, Recruiting, Financial Services, Marketing Strategy, Project Management, Social Media, Marketing, Market Research
Education
Curry College 2003 — 2008
Bachelor of Arts (BA), Criminal Justice, 3.87
Teresa Curtis Teresa Curtis's Eaton Vance Experience June 2012 - Present
Job Associate Recruiter at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2012 - Present
Merrill Lynch 2011 - 2012
Skills
Mutual Funds, Investments, Microsoft Excel, Financial Analysis
Education
College of the Holy Cross 2007 — 2011
Bachelor's degree, Sociology
Milton Academy 2003 — 2007
Eaton Vance June 2012 - Present
Merrill Lynch 2011 - 2012
Skills
Mutual Funds, Investments, Microsoft Excel, Financial Analysis
Education
College of the Holy Cross 2007 — 2011
Bachelor's degree, Sociology
Milton Academy 2003 — 2007
Gaurav Ohri Gaurav Ohri's Eaton Vance Experience June 2014 - August 2014
Job Research Analyst at Hall Capital Partners
Industry Financial Services
Experience
Hall Capital Partners LLC July 2015 - Present
Colby College September 2013 - May 2015
Eaton Vance June 2014 - August 2014
Noble Group Ltd. January 2014 - February 2014
Mercer May 2013 - August 2013
Maine Concussion Management Initiative September 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Equities, Derivatives, Futures, Marketing Strategy, Statistical Data..., Stata 12
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.), Economics - Financial Markets concentration
Ridgewood High School 2007 — 2011
Hall Capital Partners LLC July 2015 - Present
Colby College September 2013 - May 2015
Eaton Vance June 2014 - August 2014
Noble Group Ltd. January 2014 - February 2014
Mercer May 2013 - August 2013
Maine Concussion Management Initiative September 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Equities, Derivatives, Futures, Marketing Strategy, Statistical Data..., Stata 12
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.), Economics - Financial Markets concentration
Ridgewood High School 2007 — 2011
Edward Perkin Edward Perkin's Eaton Vance Experience April 2014 - Present
Job Chief Equity Investment Officer at Eaton Vance
Industry Investment Management
Experience
Eaton Vance April 2014 - Present
Goldman Sachs June 2002 - January 2014
Skills
Asset Managment, Asset Management, Alternative Investments, Equities, Investments, ETFs, Equity Research, Options, Portfolio Management, Bloomberg, Hedge Funds, Capital Markets
Education
Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance, General
UCSB 1989 — 1993
Bachelor of Arts (B.A.), Economics
Eaton Vance April 2014 - Present
Goldman Sachs June 2002 - January 2014
Skills
Asset Managment, Asset Management, Alternative Investments, Equities, Investments, ETFs, Equity Research, Options, Portfolio Management, Bloomberg, Hedge Funds, Capital Markets
Education
Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance, General
UCSB 1989 — 1993
Bachelor of Arts (B.A.), Economics
Allison Goldie Allison Goldie's Eaton Vance Experience June 2014 - Present
Job Administrative Assistant, Municipal Bond Department at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2014 - Present
Lee Hecht Harrison May 2013 - June 2014
The Martin Group, Inc 2012 - 2012
Skills
Administrative..., Customer Service, Databases, Microsoft Excel, Microsoft Office, Access, Time Management, Management, Data Analysis, Training, Outlook, Cross-functional Team..., Problem Solving, Communication, Leadership, Team Leadership, Team Building
Education
Clarkson University
Bachelor's degree
Paul Smith's College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Eaton Vance June 2014 - Present
Lee Hecht Harrison May 2013 - June 2014
The Martin Group, Inc 2012 - 2012
Skills
Administrative..., Customer Service, Databases, Microsoft Excel, Microsoft Office, Access, Time Management, Management, Data Analysis, Training, Outlook, Cross-functional Team..., Problem Solving, Communication, Leadership, Team Leadership, Team Building
Education
Clarkson University
Bachelor's degree
Paul Smith's College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
David G David G's Eaton Vance Experience September 2014 - Present
Job Internal Specialist at Eaton Vance Advisory Services Group
Industry Financial Services
Experience
Eaton Vance September 2014 - Present
Calvert Investments April 2013 - August 2014
MFS Investment Management May 2011 - August 2011
Skills
Mutual Funds, Series 7, Portfolio Management, Sales, Marketing, Morningstar, Microsoft Excel, Investments, Fixed Income, Alternative Investments, Investment Strategies, Asset Management, Valuation, Finance, Equities
Education
CFA Institute
Colby College 2008 — 2012
Bachelor of Arts (BA), Economics, Administrative Science
Concord Carlisle High School 2005 — 2008
Eaton Vance September 2014 - Present
Calvert Investments April 2013 - August 2014
MFS Investment Management May 2011 - August 2011
Skills
Mutual Funds, Series 7, Portfolio Management, Sales, Marketing, Morningstar, Microsoft Excel, Investments, Fixed Income, Alternative Investments, Investment Strategies, Asset Management, Valuation, Finance, Equities
Education
CFA Institute
Colby College 2008 — 2012
Bachelor of Arts (BA), Economics, Administrative Science
Concord Carlisle High School 2005 — 2008
Alex Martland's Eaton Vance Experience November 2013 - June 2015
Job Securities Trader at Crestwood Advisors LLC
Industry International Affairs
Experience
Crestwood Advisors LLC July 2015 - Present
Eaton Vance November 2013 - June 2015
Eaton Vance April 2012 - October 2013
Eaton Vance August 2010 - March 2012
Skills
Microsoft Excel, Microsoft Office, Finance, Mutual Funds, Bloomberg, Fixed Income
Education
Connecticut College 2006 — 2010
BA, International Relations
Marblehead High School 2002 — 2006
Crestwood Advisors LLC July 2015 - Present
Eaton Vance November 2013 - June 2015
Eaton Vance April 2012 - October 2013
Eaton Vance August 2010 - March 2012
Skills
Microsoft Excel, Microsoft Office, Finance, Mutual Funds, Bloomberg, Fixed Income
Education
Connecticut College 2006 — 2010
BA, International Relations
Marblehead High School 2002 — 2006
Stacey Zelno's Eaton Vance Experience June 2007 - August 2007
Job Investment Reporting Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2011 - Present
Putnam Investments June 2008 - July 2011
VWR International July 2007 - August 2007
Eaton Vance June 2007 - August 2007
Jarvinian Venture Fund September 2006 - May 2007
Pala Casino Spa and Resort June 2005 - August 2005
Pala Casino Spa and Resort June 2005 - August 2005
Education
Boston University Questrom School of Business 2004 — 2008
B.S., Business Administration
Wellington Management August 2011 - Present
Putnam Investments June 2008 - July 2011
VWR International July 2007 - August 2007
Eaton Vance June 2007 - August 2007
Jarvinian Venture Fund September 2006 - May 2007
Pala Casino Spa and Resort June 2005 - August 2005
Pala Casino Spa and Resort June 2005 - August 2005
Education
Boston University Questrom School of Business 2004 — 2008
B.S., Business Administration
Ross McDermott, PMP Ross McDermott, PMP's Eaton Vance Experience 1991 - 1991
Job CCAR Program Manager at Santander Consumer USA Inc.
Industry Management Consulting
Experience
Santander Consumer USA Inc. August 2014 - Present
FIS - Fidelity Information Services March 2014 - June 2014
ADS Financial Services Solutions (ADS) September 1993 - June 2013
Fleet National Bank January 1992 - December 1992
Eaton Vance 1991 - 1991
Bank of Boston 1990 - 1991
Brown University 1987 - 1990
Rhode Island Hospital Trust National Bank 1973 - 1987
Skills
PMP, MS Project, Program Management, Integrations, SDLC, PMBOK, Project Management, Software Project..., Process Improvement, Business Analysis, Change Management, Banking, Vendor Management, Business Requirements, PMLC, JIRA, SharePoint, Microsoft Office, SQL, AtTask, Integration, Requirements Gathering, Financial Services, Business Process..., Project Portfolio..., Analytics, Project Planning, Project Delivery, Business Intelligence, Business Process, Consulting, Risk Management
Education
Rhode Island College 1984 — 1989
Bachelor of Science, Management
Community College of Rhode Island 1980 — 1984
Associates, Business Administration
Classical High School
Santander Consumer USA Inc. August 2014 - Present
FIS - Fidelity Information Services March 2014 - June 2014
ADS Financial Services Solutions (ADS) September 1993 - June 2013
Fleet National Bank January 1992 - December 1992
Eaton Vance 1991 - 1991
Bank of Boston 1990 - 1991
Brown University 1987 - 1990
Rhode Island Hospital Trust National Bank 1973 - 1987
Skills
PMP, MS Project, Program Management, Integrations, SDLC, PMBOK, Project Management, Software Project..., Process Improvement, Business Analysis, Change Management, Banking, Vendor Management, Business Requirements, PMLC, JIRA, SharePoint, Microsoft Office, SQL, AtTask, Integration, Requirements Gathering, Financial Services, Business Process..., Project Portfolio..., Analytics, Project Planning, Project Delivery, Business Intelligence, Business Process, Consulting, Risk Management
Education
Rhode Island College 1984 — 1989
Bachelor of Science, Management
Community College of Rhode Island 1980 — 1984
Associates, Business Administration
Classical High School
Brian Yearing Brian Yearing's Eaton Vance Experience 2000 - 2003
Job Manager, Key Accounts US at VaxServe
Industry Pharmaceuticals
Experience
VaxServe January 2012 - Present
VaxServe May 2007 - January 2012
VaxServe January 2005 - May 2007
AllianceBernstein 2003 - 2005
Eaton Vance 2000 - 2003
Skills
Vaccines, Account Management, Sales, Pharmaceutical Sales, Pharmaceutical Industry, Management, Strategic Planning, Marketing Strategy, Sales Operations, Sales Presentations, Sales Management, Hospitals, Marketing, New Business Development, Customer Service, Selling, Business Development, Negotiation, Healthcare, Selling Skills, Direct Sales, Sales Effectiveness, Cross-functional Team..., Hospital Sales, Infectious Diseases, Sales Force Development
Education
Leadership Lackawanna 2012 — 2013
Dickinson College 1996 — 2000
B.A., Policy Studies and Management
VaxServe January 2012 - Present
VaxServe May 2007 - January 2012
VaxServe January 2005 - May 2007
AllianceBernstein 2003 - 2005
Eaton Vance 2000 - 2003
Skills
Vaccines, Account Management, Sales, Pharmaceutical Sales, Pharmaceutical Industry, Management, Strategic Planning, Marketing Strategy, Sales Operations, Sales Presentations, Sales Management, Hospitals, Marketing, New Business Development, Customer Service, Selling, Business Development, Negotiation, Healthcare, Selling Skills, Direct Sales, Sales Effectiveness, Cross-functional Team..., Hospital Sales, Infectious Diseases, Sales Force Development
Education
Leadership Lackawanna 2012 — 2013
Dickinson College 1996 — 2000
B.A., Policy Studies and Management
Derek Jackman, CFA's Eaton Vance Experience November 2012 - Present
Job Assoc. Structured Finance Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance November 2012 - Present
Eaton Vance June 2010 - November 2012
Freddie Mac June 2009 - June 2010
Paul C Rizzo Associates Inc May 2008 - August 2008
Carnegie Mellon University June 2007 - May 2008
Skills
Fixed Income Research, Structured Products, Quantitative Analysis, Structured Finance, Credit Analysis, CMBS, Fixed Income, Financial Analysis, Securitization, Investments, Credit Risk, Quantitative Analytics, Fixed Income Analysis, Bloomberg, Risk Management, Analytics, REIT, Capital Markets, Valuation
Education
Carnegie Mellon University 2005 — 2009
Bachelor of Science, Civil Engineering, minor in Business Administration
Eaton Vance November 2012 - Present
Eaton Vance June 2010 - November 2012
Freddie Mac June 2009 - June 2010
Paul C Rizzo Associates Inc May 2008 - August 2008
Carnegie Mellon University June 2007 - May 2008
Skills
Fixed Income Research, Structured Products, Quantitative Analysis, Structured Finance, Credit Analysis, CMBS, Fixed Income, Financial Analysis, Securitization, Investments, Credit Risk, Quantitative Analytics, Fixed Income Analysis, Bloomberg, Risk Management, Analytics, REIT, Capital Markets, Valuation
Education
Carnegie Mellon University 2005 — 2009
Bachelor of Science, Civil Engineering, minor in Business Administration
Ken Zinner, CFA Ken Zinner, CFA's Eaton Vance Experience November 2011 - Present
Job Equity Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance November 2011 - Present
Invesco Ltd. January 2003 - November 2011
Skills
Equity Research, Equities, Investments, Buy-side, Bloomberg, Financial Modeling, Mutual Funds, Portfolio Management, Factset, CFA, MBA, Asset Managment, Consumer Staples, Equity Valuation, Investment Management, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Chartered Financial...
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Business Administration and Management, General
Brandeis University 1994 — 1998
BA, Liberal Arts and Sciences, General Studies and Humanities
Eaton Vance November 2011 - Present
Invesco Ltd. January 2003 - November 2011
Skills
Equity Research, Equities, Investments, Buy-side, Bloomberg, Financial Modeling, Mutual Funds, Portfolio Management, Factset, CFA, MBA, Asset Managment, Consumer Staples, Equity Valuation, Investment Management, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Chartered Financial...
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Business Administration and Management, General
Brandeis University 1994 — 1998
BA, Liberal Arts and Sciences, General Studies and Humanities
Jeanna Frawley's Eaton Vance Experience April 2006 - September 2015
Job Sr Business Sytems Analyst, Share Point Collaboration Analysis
Industry Information Technology and Services
Experience
A Financial Services Company August 2015 - Present
Eaton Vance April 2006 - September 2015
Fidelity Investments June 2005 - March 2006
Century Bank February 2001 - June 2005
Fleet Bank 1997 - 2000
Skills
Business Analysis, Project Management, Integration, Risk Management, Requirements Analysis, Software Documentation, Financial Services, Visio, Management, Requirements Gathering, Program Management, IT Strategy, SDLC, Mutual Funds, Disaster Recovery, Fixed Income, Leadership, Investments, Equities, Technical Support, Service Level Management, Capacity Planning, Capacity Assessment, Functional..., Business Process..., Databases, Data Warehousing, Data Warehouse..., SharePoint, Volunteer Management, Volunteer Recruiting, SDL, Wiki Development, Wikis, ShareP, IT Operations, Equi, Fixe, Commercial Lending, Quality Assurance, Microsoft Excel, SQL Server Management..., SQL
Education
Northeastern University 1994 — 1996
Graduate Certificate Program Information Management, Information Science/Studies
Harvard University Extension 1992 — 1992
Graduate Adult Education, Non-Profit/Public/Organizational Management
Colorado State University 1979 — 1983
BS, Agr.Business and Finance
A Financial Services Company August 2015 - Present
Eaton Vance April 2006 - September 2015
Fidelity Investments June 2005 - March 2006
Century Bank February 2001 - June 2005
Fleet Bank 1997 - 2000
Skills
Business Analysis, Project Management, Integration, Risk Management, Requirements Analysis, Software Documentation, Financial Services, Visio, Management, Requirements Gathering, Program Management, IT Strategy, SDLC, Mutual Funds, Disaster Recovery, Fixed Income, Leadership, Investments, Equities, Technical Support, Service Level Management, Capacity Planning, Capacity Assessment, Functional..., Business Process..., Databases, Data Warehousing, Data Warehouse..., SharePoint, Volunteer Management, Volunteer Recruiting, SDL, Wiki Development, Wikis, ShareP, IT Operations, Equi, Fixe, Commercial Lending, Quality Assurance, Microsoft Excel, SQL Server Management..., SQL
Education
Northeastern University 1994 — 1996
Graduate Certificate Program Information Management, Information Science/Studies
Harvard University Extension 1992 — 1992
Graduate Adult Education, Non-Profit/Public/Organizational Management
Colorado State University 1979 — 1983
BS, Agr.Business and Finance
Paul Chang's Eaton Vance Experience June 2015 - Present
Job Business Continuity Associate at Eaton Vance
Industry Information Technology and Services
Experience
Eaton Vance June 2015 - Present
Skills
PowerPoint, Analysis, Facebook, Microsoft Excel, Management, Teamwork, Microsoft Office, Public Speaking, Customer Service, Higher Education, English, Access, Leadership, Sales, Networking, Windows, Social Networking, Axure, Marketing, Microsoft Word, Direct Sales
Education
Boston University Questrom School of Business 2011 — 2015
Bachelors of Science in Business Administration, Concentration in Management Information Systems, Senior
Northern Valley Regional High School at Demarest 2007 — 2011
Eaton Vance June 2015 - Present
Skills
PowerPoint, Analysis, Facebook, Microsoft Excel, Management, Teamwork, Microsoft Office, Public Speaking, Customer Service, Higher Education, English, Access, Leadership, Sales, Networking, Windows, Social Networking, Axure, Marketing, Microsoft Word, Direct Sales
Education
Boston University Questrom School of Business 2011 — 2015
Bachelors of Science in Business Administration, Concentration in Management Information Systems, Senior
Northern Valley Regional High School at Demarest 2007 — 2011
Brian T. King, CFA's Eaton Vance Experience February 1997 - June 2003
Job Senior Vice President AMG Funds
Industry Financial Services
Experience
AMG Funds January 2010 - Present
Gannett, Welsh & Kotler June 2003 - January 2010
Eaton Vance February 1997 - June 2003
Education
College of the Holy Cross 1992 — 1996
Bachelor of Arts (B.A.), Economics
Daniel Hand High School 1988 — 1992
AMG Funds January 2010 - Present
Gannett, Welsh & Kotler June 2003 - January 2010
Eaton Vance February 1997 - June 2003
Education
College of the Holy Cross 1992 — 1996
Bachelor of Arts (B.A.), Economics
Daniel Hand High School 1988 — 1992
Raymond Pescaro's Eaton Vance Experience 1995 - 1997
Job Director of Vendor and Commission Management
Industry Investment Management
Experience
The Boston Company Asset Management, LLC May 2014 - Present
The Boston Company Asset Management, LLC (BNY/Mellon) August 2005 - Present
Evergreen Investment Management Company, LLC (Wachovia) 1997 - 2005
Eaton Vance 1995 - 1997
Education
College of the Holy Cross 1989 — 1993
Bachelor, English
The Boston Company Asset Management, LLC May 2014 - Present
The Boston Company Asset Management, LLC (BNY/Mellon) August 2005 - Present
Evergreen Investment Management Company, LLC (Wachovia) 1997 - 2005
Eaton Vance 1995 - 1997
Education
College of the Holy Cross 1989 — 1993
Bachelor, English
Brad Thomas's Eaton Vance Experience May 2014 - Present
Job Head of Global Consultant Relations at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2014 - Present
First State Investments April 2013 - May 2014
Manulife Asset Management November 2009 - April 2013
Batterymarch Financial Management 2006 - November 2009
Old Mutual Asset Management 2004 - 2006
Morgan Stanley Investment Management 1994 - 2004
Education
Denison University 1985 — 1989
Westminster School 1981 — 1985
Eaton Vance May 2014 - Present
First State Investments April 2013 - May 2014
Manulife Asset Management November 2009 - April 2013
Batterymarch Financial Management 2006 - November 2009
Old Mutual Asset Management 2004 - 2006
Morgan Stanley Investment Management 1994 - 2004
Education
Denison University 1985 — 1989
Westminster School 1981 — 1985
Robyn Sartell's Eaton Vance Experience June 1996 - May 1999
Job VP at State Street
Industry Financial Services
Experience
State Street May 1999 - Present
Eaton Vance June 1996 - May 1999
Skills
Portfolio Management, Mutual Funds, Financial Reporting
Education
Daniel Webster College 1992 — 1996
State Street May 1999 - Present
Eaton Vance June 1996 - May 1999
Skills
Portfolio Management, Mutual Funds, Financial Reporting
Education
Daniel Webster College 1992 — 1996
Noah Coons, CFA's Eaton Vance Experience 2005 - Present
Job High Yield Trader at Eaton Vance Management
Industry Investment Management
Experience
Eaton Vance 2005 - Present
Brown Brothers Harriman 1996 - 1998
Education
Colgate University 1992 — 1996
Eaton Vance 2005 - Present
Brown Brothers Harriman 1996 - 1998
Education
Colgate University 1992 — 1996
James Putman's Eaton Vance Experience January 2002 - Present
Job Vice President at Eaton Vance
Industry Financial Services
Experience
Eaton Vance January 2002 - Present
Education
Denison University 1979 — 1983
Mendham High School
Eaton Vance January 2002 - Present
Education
Denison University 1979 — 1983
Mendham High School
Jerry Castricato's Eaton Vance Experience 2009 - 2009
Job Senior Manager at EY
Industry Financial Services
Experience
EY 2014 - Present
iGATE 2013 - January 2014
Citi 2010 - 2013
George Weiss Associates March 2010 - February 2011
MetLife Investors 2009 - March 2010
Eaton Vance 2009 - 2009
Stanford Group Company 2007 - 2009
AIG 2007 - 2008
Credit Suisse First Boston 2006 - 2007
JP Morgan 2003 - 2006
Skills
Data Governance, Master Data Management, Data Quality, Database Analysis, Market Data, Management Consulting, Compliance, Data Analysis, Data Profiling, Trading, Trading Systems, Risk Management, SQL, IT Strategy, Vendor Management, Project Management, Data Mining, Fixed Income, Management, Software Development, Investments, Security, Data Warehousing, SDLC, ETL, Business Analysis, Financial Services, Requirements Gathering, Business Intelligence, Investment Banking, Securities, Data Modeling, Banking, Reference Data, Enterprise Architecture, Leadership, Integration, Business Process, Analytics, Business Requirements, Software Project..., User Acceptance Testing
Education
City University of New York-Hunter College 1976 — 1983
City University of New York-Hunter College 1974 — 1981
Fordham Prep High School 1969 — 1973
Blessed Sacrament elementry 1963 — 1971
EY 2014 - Present
iGATE 2013 - January 2014
Citi 2010 - 2013
George Weiss Associates March 2010 - February 2011
MetLife Investors 2009 - March 2010
Eaton Vance 2009 - 2009
Stanford Group Company 2007 - 2009
AIG 2007 - 2008
Credit Suisse First Boston 2006 - 2007
JP Morgan 2003 - 2006
Skills
Data Governance, Master Data Management, Data Quality, Database Analysis, Market Data, Management Consulting, Compliance, Data Analysis, Data Profiling, Trading, Trading Systems, Risk Management, SQL, IT Strategy, Vendor Management, Project Management, Data Mining, Fixed Income, Management, Software Development, Investments, Security, Data Warehousing, SDLC, ETL, Business Analysis, Financial Services, Requirements Gathering, Business Intelligence, Investment Banking, Securities, Data Modeling, Banking, Reference Data, Enterprise Architecture, Leadership, Integration, Business Process, Analytics, Business Requirements, Software Project..., User Acceptance Testing
Education
City University of New York-Hunter College 1976 — 1983
City University of New York-Hunter College 1974 — 1981
Fordham Prep High School 1969 — 1973
Blessed Sacrament elementry 1963 — 1971
Peter Campagna, CIMA, AIF's Eaton Vance Experience January 2009 - May 2012
Job Vice President Defined Contribution Advisor Consultant at BlackRock
Industry Financial Services
Experience
BlackRock May 2012 - Present
Eaton Vance January 2009 - May 2012
J&W Seligman August 2002 - November 2008
Putnam Investments 1992 - 1996
Skills
Investment Strategies, ETFs, Retirement Planning, 401k, Financial Services, Separately Managed..., Investment Advisory, Financial Analysis, Capital Markets
Education
Cornell University 1989 — 1992
Bachelor of Science (BS)
The London School of Economics and Political Science (LSE) 1990 — 1991
Economics
BlackRock May 2012 - Present
Eaton Vance January 2009 - May 2012
J&W Seligman August 2002 - November 2008
Putnam Investments 1992 - 1996
Skills
Investment Strategies, ETFs, Retirement Planning, 401k, Financial Services, Separately Managed..., Investment Advisory, Financial Analysis, Capital Markets
Education
Cornell University 1989 — 1992
Bachelor of Science (BS)
The London School of Economics and Political Science (LSE) 1990 — 1991
Economics
Hadley Ledbetter's Eaton Vance Experience September 2011 - Present
Job Accounts Payable Administrator at Eaton Vance
Industry Accounting
Experience
Eaton Vance September 2011 - Present
Draper Laboratory March 2011 - July 2011
WilmerHale June 2010 - December 2010
Digitas January 2010 - April 2010
Omgeo September 2009 - December 2009
Hemenway & Barnes March 2009 - June 2009
CRA International February 2006 - November 2008
Skills
Accounting, Accounts Payable, Financial Analysis, Invoicing, Financial Modeling, Microsoft Excel, Analysis, Microsoft Office, Microsoft Word, Time Management, Financial Reporting, Account Reconciliation, Outlook
Education
Curry College 2003 — 2005
BA, Pyschology
Colby-Sawyer College 2001 — 2003
Childhood Education
Eaton Vance September 2011 - Present
Draper Laboratory March 2011 - July 2011
WilmerHale June 2010 - December 2010
Digitas January 2010 - April 2010
Omgeo September 2009 - December 2009
Hemenway & Barnes March 2009 - June 2009
CRA International February 2006 - November 2008
Skills
Accounting, Accounts Payable, Financial Analysis, Invoicing, Financial Modeling, Microsoft Excel, Analysis, Microsoft Office, Microsoft Word, Time Management, Financial Reporting, Account Reconciliation, Outlook
Education
Curry College 2003 — 2005
BA, Pyschology
Colby-Sawyer College 2001 — 2003
Childhood Education
Justine (Eddy) Abbadessa, CPA's Eaton Vance Experience September 2009 - Present
Job Vice President & Assistant Treasurer at Eaton Vance
Industry Investment Management
Experience
Eaton Vance September 2009 - Present
PricewaterhouseCoopers LLP October 1999 - September 2009
Skills
Internal Controls, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Financial Services, Due Diligence, Financial Accounting, Financial Modeling, US GAAP, Valuation, Accounting, Financial Analysis, Auditing, Sarbanes-Oxley, GAAP, Risk Management, Mergers & Acquisitions, CPA, Corporate Finance, Strategic Financial..., SEC Filings
Education
Bryant University 1995 — 1999
Eaton Vance September 2009 - Present
PricewaterhouseCoopers LLP October 1999 - September 2009
Skills
Internal Controls, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Financial Services, Due Diligence, Financial Accounting, Financial Modeling, US GAAP, Valuation, Accounting, Financial Analysis, Auditing, Sarbanes-Oxley, GAAP, Risk Management, Mergers & Acquisitions, CPA, Corporate Finance, Strategic Financial..., SEC Filings
Education
Bryant University 1995 — 1999
Eric Trottier's Eaton Vance Experience Manager - Assistant Vice PresidentMFS Investment ManagementApril 1999 - May 2008
Job Manager Assistant Vice President at Eaton Vance
Industry Financial Services
Experience
Eaton Vance Manager - Assistant Vice PresidentMFS Investment ManagementApril 1999 - May 2008
Education
Clark University 1994 — 1997
Haverhill High School
Eaton Vance Manager - Assistant Vice PresidentMFS Investment ManagementApril 1999 - May 2008
Education
Clark University 1994 — 1997
Haverhill High School
Barry Deans's Eaton Vance Experience December 2011 - January 2015
Job Vice President AmericaFirst Secs, Inc.
Industry Investment Management
Experience
AmericaFirst Capital Management, LLC September 2015 - Present
Eaton Vance December 2011 - January 2015
Eaton Vance July 2001 - December 2011
Education
Dickinson College
AmericaFirst Capital Management, LLC September 2015 - Present
Eaton Vance December 2011 - January 2015
Eaton Vance July 2001 - December 2011
Education
Dickinson College
Robyn Tice's Eaton Vance Experience October 2008 - Present
Job Director, Media Relations
Industry Financial Services
Experience
Eaton Vance October 2008 - Present
Bank of America October 2005 - September 2008
State Street Research 1997 - 2005
Fidelity Investments 1993 - 1997
Pioneer Investments 1988 - 1993
Skills
Media Relations, Marketing Communications, Investor Relations, Financial Services, Social Media, Corporate Communications, Internal Communications, Editing, Investments, Integrated Marketing, Asset Managment, Thought Leadership, Relationship Management, Public Relations, Advertising, Alternative Investments, Strategic Communications, Strategic Planning, Crisis Communications, Portfolio Management, Press Releases
Education
Cornell University 1984 — 1988
BS, Communications, Veterinary Medicine
Suffern High School
Eaton Vance October 2008 - Present
Bank of America October 2005 - September 2008
State Street Research 1997 - 2005
Fidelity Investments 1993 - 1997
Pioneer Investments 1988 - 1993
Skills
Media Relations, Marketing Communications, Investor Relations, Financial Services, Social Media, Corporate Communications, Internal Communications, Editing, Investments, Integrated Marketing, Asset Managment, Thought Leadership, Relationship Management, Public Relations, Advertising, Alternative Investments, Strategic Communications, Strategic Planning, Crisis Communications, Portfolio Management, Press Releases
Education
Cornell University 1984 — 1988
BS, Communications, Veterinary Medicine
Suffern High School
Alfred Bonfantini, CFA's Eaton Vance Experience September 2014 - Present
Job VP, Credit Analyst Diversified Fixed Income at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2014 - Present
Barclays Investment Bank December 2013 - September 2014
Standard & Poor's November 2006 - November 2013
Capital One Leverage Finance Corp. June 2005 - November 2006
Skills
Valuation, Bloomberg, Financial Modeling, Credit Analysis, Capital Markets, Fixed Income, Corporate Finance, Capital IQ, Financial Analysis, Bonds, High Yield, Bloomberg Terminal, Financial Markets, Fixed Income Analysis, Leveraged Finance, Credit, Equity Research
Education
Colgate University 2001 — 2005
BA, History
Eaton Vance September 2014 - Present
Barclays Investment Bank December 2013 - September 2014
Standard & Poor's November 2006 - November 2013
Capital One Leverage Finance Corp. June 2005 - November 2006
Skills
Valuation, Bloomberg, Financial Modeling, Credit Analysis, Capital Markets, Fixed Income, Corporate Finance, Capital IQ, Financial Analysis, Bonds, High Yield, Bloomberg Terminal, Financial Markets, Fixed Income Analysis, Leveraged Finance, Credit, Equity Research
Education
Colgate University 2001 — 2005
BA, History
Mary Arutyunyan, CFA's Eaton Vance Experience July 2005 - Present
Job Equity Portfolio Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance July 2005 - Present
Eaton Vance June 1999 - June 2005
Skills
Equities, Factset, Bloomberg, Mutual Funds, Equity Research, CFA, Morningstar, Barra, Performance Analysis, Portfolio Optimization, Portfolio Risk, Performance Attribution, Attribution, Lipper, Peer Group Analysis, Portfolio Performance..., Portfolio Analysis, Data Analysis, Barra Risk Optimization, Equity Valuation, Portfolio Management, Invesments, Investment Management, Asset Management, Financial Modeling, Valuation, Board Relations, Chartered Financial..., Investment Strategies
Education
Brandeis University 1995 — 1999
B.A., Economics
Eaton Vance July 2005 - Present
Eaton Vance June 1999 - June 2005
Skills
Equities, Factset, Bloomberg, Mutual Funds, Equity Research, CFA, Morningstar, Barra, Performance Analysis, Portfolio Optimization, Portfolio Risk, Performance Attribution, Attribution, Lipper, Peer Group Analysis, Portfolio Performance..., Portfolio Analysis, Data Analysis, Barra Risk Optimization, Equity Valuation, Portfolio Management, Invesments, Investment Management, Asset Management, Financial Modeling, Valuation, Board Relations, Chartered Financial..., Investment Strategies
Education
Brandeis University 1995 — 1999
B.A., Economics
Federico Sequeda, CFA's Eaton Vance Experience October 2012 - Present
Job Global Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance October 2012 - Present
Eaton Vance September 2010 - September 2012
Bridgewater Associates September 2009 - August 2010
Eaton Vance June 2008 - August 2008
Bridgewater Associates March 2008 - May 2008
Skills
Spanish, Investments, Economics, Hedge Funds, Financial Markets, Analysis, Research, Valuation, Financial Modeling, Interest Rate..., Fixed Income, Bloomberg, Alternative Investments, Derivatives, Capital Markets, Quantitative Analytics, Emerging Markets, Investment Management, Asset Allocation
Education
Harvard University, John F. Kennedy School of Government 2014 — 2014
Executive Education Certificate, Leading Economic Growth
Dartmouth College 2006 — 2009
Bachelor of Arts, Mathematical Social Sciences and Economics, Magna Cum Laude
Universidad del Valle (CO) 2005 — 2006
Bachelor of Science (B.S.), Economics (transferred before completing)
Colegio Juanambu
Harvard University, John F. Kennedy School of Government
Harvard University, John F. Kennedy School of Government
Harvard University, John F. Kennedy School of Government
Eaton Vance October 2012 - Present
Eaton Vance September 2010 - September 2012
Bridgewater Associates September 2009 - August 2010
Eaton Vance June 2008 - August 2008
Bridgewater Associates March 2008 - May 2008
Skills
Spanish, Investments, Economics, Hedge Funds, Financial Markets, Analysis, Research, Valuation, Financial Modeling, Interest Rate..., Fixed Income, Bloomberg, Alternative Investments, Derivatives, Capital Markets, Quantitative Analytics, Emerging Markets, Investment Management, Asset Allocation
Education
Harvard University, John F. Kennedy School of Government 2014 — 2014
Executive Education Certificate, Leading Economic Growth
Dartmouth College 2006 — 2009
Bachelor of Arts, Mathematical Social Sciences and Economics, Magna Cum Laude
Universidad del Valle (CO) 2005 — 2006
Bachelor of Science (B.S.), Economics (transferred before completing)
Colegio Juanambu
Harvard University, John F. Kennedy School of Government
Harvard University, John F. Kennedy School of Government
Harvard University, John F. Kennedy School of Government
John Luiz's Eaton Vance Experience March 2014 - August 2014
Job Experienced Director of Creative Services, Editorial Director, Content Manager, Editor of Thought Leadership
Industry Financial Services
Experience
OppenheimerFunds August 2014 - Present
Eaton Vance March 2014 - August 2014
Luiz Communications October 2013 - March 2014
MFS Investment Management January 2003 - September 2013
MFS Investment Management 1987 - 2003
John Hancock 1984 - 1987
Johnson & Wales University 1983 - 1983
Skills
Creative Direction, Integrated Marketing, Direct Mail, Copywriting, Email Marketing, Brand Development, Marketing Communications, Content Strategy, Digital Marketing, Social Media Marketing, Corporate Communications, Content Development, Financial Services, Social Media, Newsletters, Marketing Strategy, Online Advertising, Online Marketing, Editing, Copy Editing, Blogging, Web Content, Thought Leadership, Content Management, Marketing, Advertising, CRM, Creative Strategy, Direct Marketing, Strategic Communications, New Media, Corporate Branding, Editorial
Education
College of the Holy Cross 1978 — 1982
AB, English
OppenheimerFunds August 2014 - Present
Eaton Vance March 2014 - August 2014
Luiz Communications October 2013 - March 2014
MFS Investment Management January 2003 - September 2013
MFS Investment Management 1987 - 2003
John Hancock 1984 - 1987
Johnson & Wales University 1983 - 1983
Skills
Creative Direction, Integrated Marketing, Direct Mail, Copywriting, Email Marketing, Brand Development, Marketing Communications, Content Strategy, Digital Marketing, Social Media Marketing, Corporate Communications, Content Development, Financial Services, Social Media, Newsletters, Marketing Strategy, Online Advertising, Online Marketing, Editing, Copy Editing, Blogging, Web Content, Thought Leadership, Content Management, Marketing, Advertising, CRM, Creative Strategy, Direct Marketing, Strategic Communications, New Media, Corporate Branding, Editorial
Education
College of the Holy Cross 1978 — 1982
AB, English
Owen Gilmore, CFA's Eaton Vance Experience September 2009 - June 2012
Job MBA Candidate at NYU Stern School of Business
Industry Investment Management
Experience
Manning & Napier May 2015 - August 2015
Boston University Investment Office July 2012 - July 2014
Eaton Vance September 2009 - June 2012
Cowen and Company 2008 - 2008
Cowen and Company 2007 - 2007
Greenwich Associates 2007 - 2007
Skills
Investments, Valuation, Hedge Funds, Mutual Funds, Asset Allocation, Fixed Income, Bloomberg, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
BA, Economics, Mathematics
Manning & Napier May 2015 - August 2015
Boston University Investment Office July 2012 - July 2014
Eaton Vance September 2009 - June 2012
Cowen and Company 2008 - 2008
Cowen and Company 2007 - 2007
Greenwich Associates 2007 - 2007
Skills
Investments, Valuation, Hedge Funds, Mutual Funds, Asset Allocation, Fixed Income, Bloomberg, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
BA, Economics, Mathematics
Christopher Sansone's Eaton Vance Experience February 2007 - Present
Job Corporate Tax Supervisor at Eaton Vance
Industry Accounting
Experience
Eaton Vance February 2007 - Present
Sun Life Financial April 2002 - February 2007
Education
Northeastern University - Graduate School of Business Administration 2007 — 2012
MBA
Northeastern University 1994 — 1999
BSBA, Accounting
Eaton Vance February 2007 - Present
Sun Life Financial April 2002 - February 2007
Education
Northeastern University - Graduate School of Business Administration 2007 — 2012
MBA
Northeastern University 1994 — 1999
BSBA, Accounting
Rex Goulding's Eaton Vance Experience 1998 - 2003
Job Portfolio Manager at Tiden Capital
Industry Financial Services
Experience
Tiden Capital Portfolio ManagerSilverback Asset ManagementDecember 2003 - March 2007
Eaton Vance 1998 - 2003
Skills
Portfolio Management, Bloomberg
Education
California Polytechnic State University-San Luis Obispo 1990 — 1994
BS, Finance
Tiden Capital Portfolio ManagerSilverback Asset ManagementDecember 2003 - March 2007
Eaton Vance 1998 - 2003
Skills
Portfolio Management, Bloomberg
Education
California Polytechnic State University-San Luis Obispo 1990 — 1994
BS, Finance
Scott Coughlan's Eaton Vance Experience March 2006 - March 2008
Job Director of Account Management at CloudLock
Industry Computer & Network Security
Experience
CloudLock October 2013 - Present
Rapid7 December 2009 - October 2013
John Hancock March 2008 - March 2009
Eaton Vance March 2006 - March 2008
Eaton Vance February 2005 - March 2006
Boston Celtics June 2004 - February 2005
Skills
Account Management, Cold Calling, Salesforce.com, Sales, Lead Generation, Start-ups, SaaS, Networking, Channel Partners, Enterprise Software, CRM, Competitive Analysis, Cloud Computing, Sales Management, Network Security, Penetration Testing, Vulnerability Management, Data Security, Product Management, Solution Selling, Sales Process, Web Application Security, Direct Sales, Professional Services, Security
Education
Clemson University 1999 — 2004
BS, Sports Managment
Marblehead High School
CloudLock October 2013 - Present
Rapid7 December 2009 - October 2013
John Hancock March 2008 - March 2009
Eaton Vance March 2006 - March 2008
Eaton Vance February 2005 - March 2006
Boston Celtics June 2004 - February 2005
Skills
Account Management, Cold Calling, Salesforce.com, Sales, Lead Generation, Start-ups, SaaS, Networking, Channel Partners, Enterprise Software, CRM, Competitive Analysis, Cloud Computing, Sales Management, Network Security, Penetration Testing, Vulnerability Management, Data Security, Product Management, Solution Selling, Sales Process, Web Application Security, Direct Sales, Professional Services, Security
Education
Clemson University 1999 — 2004
BS, Sports Managment
Marblehead High School
Steven DeAlmo's Eaton Vance Experience August 2010 - Present
Job Operations Administration Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2010 - Present
Eaton Vance March 2010 - August 2010
PNC Financial Services Group March 1995 - February 2009
Skills
Transfer Agency, Mutual Funds, Client Service, Series 6, Series 63, Relationship Management, Financial Services, Management, Securities
Education
Bryant University 1992 — 1994
B.S., Business Administration
Eaton Vance August 2010 - Present
Eaton Vance March 2010 - August 2010
PNC Financial Services Group March 1995 - February 2009
Skills
Transfer Agency, Mutual Funds, Client Service, Series 6, Series 63, Relationship Management, Financial Services, Management, Securities
Education
Bryant University 1992 — 1994
B.S., Business Administration
Michael Stryker's Eaton Vance Experience October 1987 - May 1992
Job First Vice PresidentWealth Management, CRPCSenior Portfolio Manager
Industry Financial Services
Experience
UBS November 2012 - Present
Merrill Lynch June 1992 - November 2012
Eaton Vance October 1987 - May 1992
Education
College for Financial Planning 2006 — 2007
CRPC, Retirement planning
Connecticut College 1982 — 1986
Bachelor of Arts (B.A.), Economics
UBS November 2012 - Present
Merrill Lynch June 1992 - November 2012
Eaton Vance October 1987 - May 1992
Education
College for Financial Planning 2006 — 2007
CRPC, Retirement planning
Connecticut College 1982 — 1986
Bachelor of Arts (B.A.), Economics
Torrey Shillieto's Eaton Vance Experience April 2007 - August 2015
Job Associate Attorney at Tamkin & Hochberg, LLP
Industry Law Practice
Experience
Tamkin & Hochberg, LLP August 2015 - Present
Eaton Vance April 2007 - August 2015
Boston Municipal Court January 2013 - May 2013
Harmon Law Offices, P.C. November 2006 - April 2007
Villa Ithaka September 2005 - October 2006
Lian, Zarrow, Eynon & Shea January 2005 - May 2005
Skills
Legal Writing
Education
New England School of Law 2009 — 2013
Juris Doctor, 3.2
College of the Holy Cross 2001 — 2005
Bachelor of Arts (BA), Sociology
Richmond, The American International University in London 2004 — 2004
Courses in Sociology and Photography
Tamkin & Hochberg, LLP August 2015 - Present
Eaton Vance April 2007 - August 2015
Boston Municipal Court January 2013 - May 2013
Harmon Law Offices, P.C. November 2006 - April 2007
Villa Ithaka September 2005 - October 2006
Lian, Zarrow, Eynon & Shea January 2005 - May 2005
Skills
Legal Writing
Education
New England School of Law 2009 — 2013
Juris Doctor, 3.2
College of the Holy Cross 2001 — 2005
Bachelor of Arts (BA), Sociology
Richmond, The American International University in London 2004 — 2004
Courses in Sociology and Photography
Jay McKenney's Eaton Vance Experience February 2011 - Present
Job Group Controller at Eaton Vance
Industry Financial Services
Experience
Eaton Vance February 2011 - Present
Eaton Vance November 2006 - July 2011
Eaton Vance April 2002 - November 2006
Deloitte & Touche January 1999 - April 2002
Deloitte & Touche 1999 - 2002
Skills
Financial Reporting, Financial Analysis, Internal Controls, Accounting, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Modeling, Auditing, Financial Accounting, Due Diligence, GAAP, Hyperion Enterprise, CPA, Asset Management, Investments, Corporate Finance, Hedge Funds, Internal Audit
Education
Bryant University 1990 — 1994
BS, Accounting
Eaton Vance February 2011 - Present
Eaton Vance November 2006 - July 2011
Eaton Vance April 2002 - November 2006
Deloitte & Touche January 1999 - April 2002
Deloitte & Touche 1999 - 2002
Skills
Financial Reporting, Financial Analysis, Internal Controls, Accounting, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Modeling, Auditing, Financial Accounting, Due Diligence, GAAP, Hyperion Enterprise, CPA, Asset Management, Investments, Corporate Finance, Hedge Funds, Internal Audit
Education
Bryant University 1990 — 1994
BS, Accounting
William Bohensky's Eaton Vance Experience July 2012 - Present
Job Regional Sales DirectorSouthwest at Eaton Vance
Industry Financial Services
Experience
Eaton Vance July 2012 - Present
ING Investment Management December 2011 - August 2012
MFS Investment Management May 2008 - December 2011
Columbia Management July 2007 - April 2008
Fidelity Investments May 2006 - July 2007
Skills
Series 6, Series 7, Series 63
Education
Bryant University 2004 — 2006
Bachelor of Science, Business Administration, Finance
Bristol Community College 2002 — 2004
Associates Degree, Business Administration
Eaton Vance July 2012 - Present
ING Investment Management December 2011 - August 2012
MFS Investment Management May 2008 - December 2011
Columbia Management July 2007 - April 2008
Fidelity Investments May 2006 - July 2007
Skills
Series 6, Series 7, Series 63
Education
Bryant University 2004 — 2006
Bachelor of Science, Business Administration, Finance
Bristol Community College 2002 — 2004
Associates Degree, Business Administration
Jacob Kann, CFA's Eaton Vance Experience July 2010 - January 2013
Job Associate Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price February 2013 - Present
Eaton Vance July 2010 - January 2013
Eaton Vance Management May 2008 - December 2008
Skills
Valuation, Equities, Investments, Bloomberg, Analysis, Equity Research, Financial Modeling, Portfolio Management
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Brandeis University 2005 — 2009
Bachelors, Economics and Business
T. Rowe Price February 2013 - Present
Eaton Vance July 2010 - January 2013
Eaton Vance Management May 2008 - December 2008
Skills
Valuation, Equities, Investments, Bloomberg, Analysis, Equity Research, Financial Modeling, Portfolio Management
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Brandeis University 2005 — 2009
Bachelors, Economics and Business
Daniel TenPas, CFA's Eaton Vance Experience March 2008 - August 2009
Job Portfolio Manager Passive Equity at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2015 - Present
State Street Global Advisors September 2012 - August 2015
State Street Global Advisors December 2009 - September 2012
Eaton Vance March 2008 - August 2009
Eaton Vance January 2007 - March 2008
AEW Capital Management September 2005 - January 2007
Goulston & Storrs July 2004 - June 2005
Palmer & Dodge LLP September 2003 - June 2004
Skills
Fixed Income, Equities, Investments, Investment Strategies, Investment Management, Modern Portfolio Theory, Financial Analysis, Financial Markets, Derivatives, Microsoft Office, Real Estate, Team Building, Mutual Funds, Financial Modeling, Financial Services, Portfolio Management
Education
Dartmouth College
B.A., Economics
Harvard Law School
J.D.
Lexington High School
State Street Global Advisors August 2015 - Present
State Street Global Advisors September 2012 - August 2015
State Street Global Advisors December 2009 - September 2012
Eaton Vance March 2008 - August 2009
Eaton Vance January 2007 - March 2008
AEW Capital Management September 2005 - January 2007
Goulston & Storrs July 2004 - June 2005
Palmer & Dodge LLP September 2003 - June 2004
Skills
Fixed Income, Equities, Investments, Investment Strategies, Investment Management, Modern Portfolio Theory, Financial Analysis, Financial Markets, Derivatives, Microsoft Office, Real Estate, Team Building, Mutual Funds, Financial Modeling, Financial Services, Portfolio Management
Education
Dartmouth College
B.A., Economics
Harvard Law School
J.D.
Lexington High School
Alexandra Krotinger's Eaton Vance Experience October 2010 - January 2012
Job Services Trainer, HubSpot Training Team at HubSpot
Industry Internet
Experience
HubSpot February 2015 - Present
HubSpot February 2013 - January 2015
HubSpot January 2012 - February 2013
Eaton Vance October 2010 - January 2012
Eaton Vance December 2009 - October 2010
Eaton Vance July 2008 - December 2009
Skills
PowerPoint, Excel, Customer Relations, Inbound Marketing, Microsoft Excel, Customer Service, Salesforce.com, Social Media Marketing, Account Management, Microsoft Office, Social Media, HubSpot, Email Marketing, Lead Generation, Marketing Strategy, SaaS, Marketing Automation, Digital Marketing, Customer Retention, Online Marketing, Online Advertising, Marketing, SEO, Enterprise Software
Education
Connecticut College 2004 — 2008
B.A., Art History
The Rivers School 2000 — 2004
HubSpot February 2015 - Present
HubSpot February 2013 - January 2015
HubSpot January 2012 - February 2013
Eaton Vance October 2010 - January 2012
Eaton Vance December 2009 - October 2010
Eaton Vance July 2008 - December 2009
Skills
PowerPoint, Excel, Customer Relations, Inbound Marketing, Microsoft Excel, Customer Service, Salesforce.com, Social Media Marketing, Account Management, Microsoft Office, Social Media, HubSpot, Email Marketing, Lead Generation, Marketing Strategy, SaaS, Marketing Automation, Digital Marketing, Customer Retention, Online Marketing, Online Advertising, Marketing, SEO, Enterprise Software
Education
Connecticut College 2004 — 2008
B.A., Art History
The Rivers School 2000 — 2004
John Khodarahmi's Eaton Vance Experience November 2002 - June 2015
Job Senior Municipal Portfolio Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Eaton Vance November 2002 - June 2015
Thomas Weisel Partners 2000 - 2002
Montgomery Securities 1999 - 2000
Fleet Securities 1990 - 1998
Skills
Fixed Income, Bloomberg
Education
Boston University Questrom School of Business 1998 — 1999
mba
Boston University Questrom School of Business 1986 — 1990
bsba
Charles Schwab July 2015 - Present
Eaton Vance November 2002 - June 2015
Thomas Weisel Partners 2000 - 2002
Montgomery Securities 1999 - 2000
Fleet Securities 1990 - 1998
Skills
Fixed Income, Bloomberg
Education
Boston University Questrom School of Business 1998 — 1999
mba
Boston University Questrom School of Business 1986 — 1990
bsba
Miguel Velazquez's Eaton Vance Experience January 2008 - March 2008
Job General Manager @ The Fin Exploration Company
Industry Online Media
Experience
The Fin Exploration Company June 2015 - Present
Secret, Inc. September 2014 - May 2015
Instagram October 2012 - August 2014
Facebook March 2010 - September 2012
Apple Inc. October 2009 - February 2010
Nationwide Insurance June 2008 - August 2008
Eaton Vance January 2008 - March 2008
U.S. Department of Commerce June 2006 - August 2006
Skills
Social Media, Social Media Marketing, Data Analysis, Facebook, PowerPoint, Microsoft Excel, Spanish, Research, Social Networking, Leadership, Analysis, Market Research, Editing, Economics, Analytics, Strategy
Education
Dartmouth College 2005 — 2009
BA, Economics, Government
Université de Toulouse-le-Mirail (Toulouse II) 2007 — 2007
French
The Fin Exploration Company June 2015 - Present
Secret, Inc. September 2014 - May 2015
Instagram October 2012 - August 2014
Facebook March 2010 - September 2012
Apple Inc. October 2009 - February 2010
Nationwide Insurance June 2008 - August 2008
Eaton Vance January 2008 - March 2008
U.S. Department of Commerce June 2006 - August 2006
Skills
Social Media, Social Media Marketing, Data Analysis, Facebook, PowerPoint, Microsoft Excel, Spanish, Research, Social Networking, Leadership, Analysis, Market Research, Editing, Economics, Analytics, Strategy
Education
Dartmouth College 2005 — 2009
BA, Economics, Government
Université de Toulouse-le-Mirail (Toulouse II) 2007 — 2007
French
Robert DeLeon's Eaton Vance Experience June 2011 - August 2011
Job Assistant Vice President
Industry Banking
Experience
State Street Bank November 2012 - Present
Raimo & Murphy PC January 2012 - May 2012
Eaton Vance June 2011 - August 2011
Massachusetts Division of Banks January 2011 - April 2011
Nuestra Comunidad Development Corporation May 2010 - September 2010
Zurich Financial Services May 2007 - August 2007
Education
Boston University School of Law 2009 — 2012
J.D.
Boston College 2004 — 2008
BA, Economics
Ocean Township High School 2000 — 2004
State Street Bank November 2012 - Present
Raimo & Murphy PC January 2012 - May 2012
Eaton Vance June 2011 - August 2011
Massachusetts Division of Banks January 2011 - April 2011
Nuestra Comunidad Development Corporation May 2010 - September 2010
Zurich Financial Services May 2007 - August 2007
Education
Boston University School of Law 2009 — 2012
J.D.
Boston College 2004 — 2008
BA, Economics
Ocean Township High School 2000 — 2004
Samuel D. Hutchings, CFA's Eaton Vance Experience February 2011 - July 2013
Job Equity Research Analyst at The London Company
Industry Investment Management
Experience
The London Company July 2015 - Present
Wells Capital Management May 2014 - August 2014
Eaton Vance February 2011 - July 2013
FactSet Research Systems November 2010 - February 2011
FactSet Research Systems September 2008 - November 2010
First Republic Bank May 2007 - August 2007
Skills
FactSet, Equities, Financial Modeling, Investment Management, Portfolio Management, Bloomberg, Hedge Funds, Equity Research, Capital Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
College of the Holy Cross 2004 — 2008
BA, Economics, Philosophy
The London Company July 2015 - Present
Wells Capital Management May 2014 - August 2014
Eaton Vance February 2011 - July 2013
FactSet Research Systems November 2010 - February 2011
FactSet Research Systems September 2008 - November 2010
First Republic Bank May 2007 - August 2007
Skills
FactSet, Equities, Financial Modeling, Investment Management, Portfolio Management, Bloomberg, Hedge Funds, Equity Research, Capital Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
College of the Holy Cross 2004 — 2008
BA, Economics, Philosophy
Kimberly Healy, MSHR's Eaton Vance Experience 2011 - August 2014
Job Senior Compensation Analyst at PAREXEL
Industry Human Resources
Experience
PAREXEL August 2014 - Present
Eaton Vance 2011 - August 2014
Fidelity Investments 2010 - 2011
Fidelity Investments 2006 - 2010
Skills
Microsoft Excel, HRIS, Ceridian Payroll System, Financial Services, Job Analysis, Compensation Packages, Sales Compensation, Social Media, PowerPoint, Job Evaluation, Access
Education
Suffolk University 2010 — 2013
Master of Science (M.S.), Human Resources
Bryant University
Bachelor of Science (B.S.), Business Administration
PAREXEL August 2014 - Present
Eaton Vance 2011 - August 2014
Fidelity Investments 2010 - 2011
Fidelity Investments 2006 - 2010
Skills
Microsoft Excel, HRIS, Ceridian Payroll System, Financial Services, Job Analysis, Compensation Packages, Sales Compensation, Social Media, PowerPoint, Job Evaluation, Access
Education
Suffolk University 2010 — 2013
Master of Science (M.S.), Human Resources
Bryant University
Bachelor of Science (B.S.), Business Administration
Chan Park's Eaton Vance Experience 2008 - 2008
Job Strategy & Operations SE Asia
Industry Internet
Experience
Uber February 2015 - Present
Uber April 2014 - February 2015
Uber, Inc December 2012 - April 2014
Deloitte Consulting 2011 - 2012
Barclays Capital 2008 - 2011
Eaton Vance 2008 - 2008
Skills
Financial Modeling, FX Options, Derivatives, Options, FX trading, Currency, Statistics, Emerging Markets, Bloomberg, Market Risk, Financial Analysis, Quantitative Finance, Trading, Recruiting, Getting The Job Done, Start-ups, Entrepreneurship, LinkedIn, Hustle, Analysis, Pricing
Education
Dartmouth College
AB, Economics/Mathematics
Uber February 2015 - Present
Uber April 2014 - February 2015
Uber, Inc December 2012 - April 2014
Deloitte Consulting 2011 - 2012
Barclays Capital 2008 - 2011
Eaton Vance 2008 - 2008
Skills
Financial Modeling, FX Options, Derivatives, Options, FX trading, Currency, Statistics, Emerging Markets, Bloomberg, Market Risk, Financial Analysis, Quantitative Finance, Trading, Recruiting, Getting The Job Done, Start-ups, Entrepreneurship, LinkedIn, Hustle, Analysis, Pricing
Education
Dartmouth College
AB, Economics/Mathematics
Rob Kutner's Eaton Vance Experience September 2010 - February 2012
Job Area Vice President at Bigbelly
Industry Renewables & Environment
Experience
Bigbelly August 2015 - Present
Bigbelly January 2015 - August 2015
BigBelly Solar October 2013 - January 2015
BigBelly Solar April 2013 - October 2013
BigBelly Solar January 2012 - April 2013
Eaton Vance September 2010 - February 2012
Eaton Vance June 2009 - August 2010
Skills
Series 7, Series 6, Series 63, Series 79, Series 66, Sales, Investments, Alternative Investments, Portfolio Management, Salesforce.com, Marketing, Business Development, PowerPoint
Education
Dickinson College
Bachelor of Arts (B.A.), Environmental Studies
Bigbelly August 2015 - Present
Bigbelly January 2015 - August 2015
BigBelly Solar October 2013 - January 2015
BigBelly Solar April 2013 - October 2013
BigBelly Solar January 2012 - April 2013
Eaton Vance September 2010 - February 2012
Eaton Vance June 2009 - August 2010
Skills
Series 7, Series 6, Series 63, Series 79, Series 66, Sales, Investments, Alternative Investments, Portfolio Management, Salesforce.com, Marketing, Business Development, PowerPoint
Education
Dickinson College
Bachelor of Arts (B.A.), Environmental Studies
Talia Yourell's Eaton Vance Experience July 2006 - November 2011
Job Veterinary Assistant
Industry Veterinary
Experience
Banfield Pet Hospital June 2012 - Present
N/A November 2011 - Present
Eaton Vance July 2006 - November 2011
Banfield, The Pet Hospital January 2004 - February 2006
Countryside Veterinary Clinic 2001 - 2004
Lotus Software Group/IBM 2000 - 2001
Skills
Microsoft Excel
Education
Bryant University 1999 — 2003
BSBA, Marketing, Sociology
Banfield Pet Hospital June 2012 - Present
N/A November 2011 - Present
Eaton Vance July 2006 - November 2011
Banfield, The Pet Hospital January 2004 - February 2006
Countryside Veterinary Clinic 2001 - 2004
Lotus Software Group/IBM 2000 - 2001
Skills
Microsoft Excel
Education
Bryant University 1999 — 2003
BSBA, Marketing, Sociology
Will D'Agostino's Eaton Vance Experience June 2012 - November 2013
Job Product Developer at FactSet
Industry Computer Software
Experience
FactSet January 2014 - Present
Eaton Vance June 2012 - November 2013
Legg Mason June 2011 - August 2011
Legg Mason June 2010 - August 2010
Skills
Financial Analysis, Competitive Analysis, Series 7, Mutual Funds, Fixed Income, Microsoft Excel, Equities, Asset Management, PowerPoint, Investments, Series 66, CFA Candidate, Passed...
Education
Bucknell University 2008 — 2012
BS, Economics and Mathematics
FactSet January 2014 - Present
Eaton Vance June 2012 - November 2013
Legg Mason June 2011 - August 2011
Legg Mason June 2010 - August 2010
Skills
Financial Analysis, Competitive Analysis, Series 7, Mutual Funds, Fixed Income, Microsoft Excel, Equities, Asset Management, PowerPoint, Investments, Series 66, CFA Candidate, Passed...
Education
Bucknell University 2008 — 2012
BS, Economics and Mathematics
William Polk's Eaton Vance Experience July 2011 - October 2013
Job NAV Supervisor, Senior Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company October 2013 - Present
Eaton Vance July 2011 - October 2013
State Street November 2010 - July 2011
State Street August 2009 - October 2010
Skills
Fund Administration, Equities, Mutual Funds, NAV, Bloomberg, Fixed Income
Education
Boston University Questrom School of Business 2005 — 2009
Business Administration, Finance, Entrepreneurship
International Fund Services (NA) LLC, A State Street Company October 2013 - Present
Eaton Vance July 2011 - October 2013
State Street November 2010 - July 2011
State Street August 2009 - October 2010
Skills
Fund Administration, Equities, Mutual Funds, NAV, Bloomberg, Fixed Income
Education
Boston University Questrom School of Business 2005 — 2009
Business Administration, Finance, Entrepreneurship
Jillian Amaral's Eaton Vance Experience October 2007 - Present
Job Team Leader Mutual Fund Operations at Eaton Vance
Industry Financial Services
Experience
Eaton Vance October 2007 - Present
Boston Financial Data Services October 2003 - February 2007
Education
Bridgewater State College 1998 — 2003
Bachelor's degree, Finance, General
Eaton Vance October 2007 - Present
Boston Financial Data Services October 2003 - February 2007
Education
Bridgewater State College 1998 — 2003
Bachelor's degree, Finance, General
Alexander Hennessy's Eaton Vance Experience June 2013 - August 2013
Job Student at Cornell University
Industry Financial Services
Experience
eCornell December 2013 - Present
BAE Systems June 2014 - August 2014
Eaton Vance June 2013 - August 2013
Nashua School District January 2012 - January 2013
National Grid June 2012 - August 2012
Sky Meadow Country Club August 2008 - August 2011
Skills
Microsoft Excel, Project Management, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Teamwork, Matlab, Access, Data Analysis, VBA, R, SQL, AMPL, Java
Education
Cornell University 2014 — 2014
Master's Degree, Strategic Operations
Cornell University 2010 — 2014
B.S., Operations Research & Information Engineering
Nashua High School North 2007 — 2010
eCornell December 2013 - Present
BAE Systems June 2014 - August 2014
Eaton Vance June 2013 - August 2013
Nashua School District January 2012 - January 2013
National Grid June 2012 - August 2012
Sky Meadow Country Club August 2008 - August 2011
Skills
Microsoft Excel, Project Management, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Teamwork, Matlab, Access, Data Analysis, VBA, R, SQL, AMPL, Java
Education
Cornell University 2014 — 2014
Master's Degree, Strategic Operations
Cornell University 2010 — 2014
B.S., Operations Research & Information Engineering
Nashua High School North 2007 — 2010
Brad Havenga's Eaton Vance Experience February 2008 - February 2011
Job Regional sales director at Columbia Management
Industry Financial Services
Experience
Columbia Management August 2011 - Present
Eaton Vance February 2008 - February 2011
Skills
Salesforce.com, Morningstar advisor..., Microsoft Office
Education
Bridgewater State College 2005 — 2007
Bachelor of Science (BS), Finance, General
Clayton State University 2000 — 2003
Columbia Management August 2011 - Present
Eaton Vance February 2008 - February 2011
Skills
Salesforce.com, Morningstar advisor..., Microsoft Office
Education
Bridgewater State College 2005 — 2007
Bachelor of Science (BS), Finance, General
Clayton State University 2000 — 2003
Henry Hong, CFA's Eaton Vance Experience February 2006 - Present
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance February 2006 - Present
Brown Brothers Harriman 1998 - 2006
Education
Colgate University
B.S., Physical Sciences
Dalton School
High School
Suffolk University - Sawyer School of Management
Master of Science (M.S.), Accounting
Eaton Vance February 2006 - Present
Brown Brothers Harriman 1998 - 2006
Education
Colgate University
B.S., Physical Sciences
Dalton School
High School
Suffolk University - Sawyer School of Management
Master of Science (M.S.), Accounting
Miguel Salaman's Eaton Vance Experience June 2015 - Present
Job Sales and Advertising Compliance Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2015 - Present
Eaton Vance March 2013 - June 2015
Public Consulting Group July 2011 - March 2013
John Hancock Financial Services June 2010 - August 2010
Skills
Business Analysis, Public Speaking, Economics, Financial Analysis, Management Consulting, PowerPoint, Financial Modeling, Research, Microsoft Excel, Microsoft Office, Valuation, Stata, Data Analysis
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts (B.A.), Economics
Eaton Vance June 2015 - Present
Eaton Vance March 2013 - June 2015
Public Consulting Group July 2011 - March 2013
John Hancock Financial Services June 2010 - August 2010
Skills
Business Analysis, Public Speaking, Economics, Financial Analysis, Management Consulting, PowerPoint, Financial Modeling, Research, Microsoft Excel, Microsoft Office, Valuation, Stata, Data Analysis
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts (B.A.), Economics
Carolee MacLellan's Eaton Vance Experience April 1999 - Present
Job VP High Yield Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance April 1999 - Present
John Hancock May 1998 - April 1999
Scotia Capital Markets (USA) April 1996 - May 1998
Scotiabank (Chicago) July 1994 - April 1996
Bear, Stearns & Company May 1991 - August 1992
The Dun & Bradstreet Corporation July 1989 - May 1991
Education
Colgate University
BA, May 1989, Economics
Columbia Business School
MBA, May 1994, Finance
Eaton Vance April 1999 - Present
John Hancock May 1998 - April 1999
Scotia Capital Markets (USA) April 1996 - May 1998
Scotiabank (Chicago) July 1994 - April 1996
Bear, Stearns & Company May 1991 - August 1992
The Dun & Bradstreet Corporation July 1989 - May 1991
Education
Colgate University
BA, May 1989, Economics
Columbia Business School
MBA, May 1994, Finance
Jami Carney's Eaton Vance Experience May 2012 - Present
Job Benefits Assistant at Eaton Vance
Industry Investment Management
Experience
Eaton Vance May 2012 - Present
Education
Curry College
Eaton Vance May 2012 - Present
Education
Curry College
Daniel McGovern, CFA's Eaton Vance Experience 1994 - 1996
Job Senior Vice President at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2014 - Present
BlackRock 2008 - 2014
Morgan Stanley Investment Management 2005 - 2008
Morgan Stanley Investment Management 2004 - 2005
Lehman Brothers 2001 - 2003
Fidelity Investments 1996 - 2000
Eaton Vance 1994 - 1996
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Asset Management, Mutual Funds, Series 7, Investments, Valuation, Portfolio Management, Investment Management, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
Master of Business Administration (MBA)
College of the Holy Cross 1990 — 1994
BA, Economics
Franklin Templeton Investments September 2014 - Present
BlackRock 2008 - 2014
Morgan Stanley Investment Management 2005 - 2008
Morgan Stanley Investment Management 2004 - 2005
Lehman Brothers 2001 - 2003
Fidelity Investments 1996 - 2000
Eaton Vance 1994 - 1996
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Asset Management, Mutual Funds, Series 7, Investments, Valuation, Portfolio Management, Investment Management, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
Master of Business Administration (MBA)
College of the Holy Cross 1990 — 1994
BA, Economics
Corey O'Connor's Eaton Vance Experience June 2015 - Present
Job Internal Sales at Eaton Vance Investment Managers
Industry Investment Management
Experience
Eaton Vance June 2015 - Present
Education
Bridgewater State University 2011 — 2015
Bachelor's degree, Accounting and Finance
Eaton Vance June 2015 - Present
Education
Bridgewater State University 2011 — 2015
Bachelor's degree, Accounting and Finance
David Sturgis's Eaton Vance Experience December 1995 - June 1998
Job VP Regional Director Northeast Region
Industry Financial Services
Experience
Davis Advisors October 2001 - Present
OppenheimerFunds June 1998 - October 2001
Eaton Vance December 1995 - June 1998
Eaton Vance June 1993 - December 1995
Skills
Mutual Funds, Investments, Portfolio Management, Equities, Securities, Asset Management, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Fixed Income
Education
Bridgewater State University 1987 — 1991
Bachelor of Science (BS), Management Science with Concentration in Marketing
Davis Advisors October 2001 - Present
OppenheimerFunds June 1998 - October 2001
Eaton Vance December 1995 - June 1998
Eaton Vance June 1993 - December 1995
Skills
Mutual Funds, Investments, Portfolio Management, Equities, Securities, Asset Management, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Fixed Income
Education
Bridgewater State University 1987 — 1991
Bachelor of Science (BS), Management Science with Concentration in Marketing
Charlie Gaffney's Eaton Vance Experience August 2007 - Present
Job Portfolio Manager at Eaton Vance
Industry Investment Management
Experience
Eaton Vance August 2007 - Present
Eaton Vance August 2007 - September 2014
Eaton Vance December 2003 - August 2007
Brown Brothers Harriman January 1997 - November 2003
Education
Bowdoin College 1991 — 1995
Bachelor's degree
Fordham Gabelli School of Business
Master of Business Administration (M.B.A.)
Eaton Vance August 2007 - Present
Eaton Vance August 2007 - September 2014
Eaton Vance December 2003 - August 2007
Brown Brothers Harriman January 1997 - November 2003
Education
Bowdoin College 1991 — 1995
Bachelor's degree
Fordham Gabelli School of Business
Master of Business Administration (M.B.A.)
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group