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,
Eaton Vance List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Eaton Vance. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Eaton Vance Employees
Employee
Years
Job
Industry
Chun Yi Kuo Chun Yi Kuo's Eaton Vance Experience July 2014 - December 2014
Job Global Research Coop at Eaton Vance
Industry Financial Services
Experience
Eaton Vance July 2014 - December 2014
Eze Software Group July 2013 - December 2013
Mita Pasta May 2012 - August 2012
Skills
C#, VBA, C++, SQL, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Microsoft CRM, Computer Hardware, PowerPoint, Microsoft Word, Windows, Google Apps, AutoCAD, Solidworks
Education
King's College London 2015 — 2016
Master of Science (M.Sc.), Emerging Economies and International Development
Northeastern University 2011 — 2015
Bachelor of Science, Finance and Economics dual
Jakarta International School 2007 — 2011
Eaton Vance July 2014 - December 2014
Eze Software Group July 2013 - December 2013
Mita Pasta May 2012 - August 2012
Skills
C#, VBA, C++, SQL, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Microsoft CRM, Computer Hardware, PowerPoint, Microsoft Word, Windows, Google Apps, AutoCAD, Solidworks
Education
King's College London 2015 — 2016
Master of Science (M.Sc.), Emerging Economies and International Development
Northeastern University 2011 — 2015
Bachelor of Science, Finance and Economics dual
Jakarta International School 2007 — 2011
Tyler Tomsic-Taylor Tyler Tomsic-Taylor's Eaton Vance Experience August 2013 - January 2014
Job Reserve District Manager at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance March 2014 - Present
Eaton Vance August 2013 - January 2014
Saks Fifth Avenue July 2012 - August 2013
FoodTec Solutions January 2013 - May 2013
Neiman Marcus October 2010 - July 2012
Swett for Congress December 2009 - September 2010
Skills
Management, Event Planning, Retail, CRM, Social Media, Customer Service, Visual Merchandising, Merchandising, Teamwork, Microsoft Office, Fashion, Sales Management, Training, Community Outreach, Manage Client..., Communication, Finance, Accounting, Globalization, Analysis, Sales, Recruiting, Interviewing Skills, Social Networking, Networking, Sourcing, Marketing, Public Speaking, Public Relations, Creative Writing, Brand Management, Presentation Development, Concept Development, Database Administration, Direct Mail, Leadership, Process Improvement, Event Driven Programming, Strategic Planning, Proposal Writing, Property & Casualty..., Life Insurance, Series 6, Interviews, Series 63, Insurance
Education
Harvard University 2013 — 2015
Master's degree, Finance
Suffolk University 2010 — 2013
Global Business & Business Management BSBA, Business Administration and Management, General
Farmers Insurance March 2014 - Present
Eaton Vance August 2013 - January 2014
Saks Fifth Avenue July 2012 - August 2013
FoodTec Solutions January 2013 - May 2013
Neiman Marcus October 2010 - July 2012
Swett for Congress December 2009 - September 2010
Skills
Management, Event Planning, Retail, CRM, Social Media, Customer Service, Visual Merchandising, Merchandising, Teamwork, Microsoft Office, Fashion, Sales Management, Training, Community Outreach, Manage Client..., Communication, Finance, Accounting, Globalization, Analysis, Sales, Recruiting, Interviewing Skills, Social Networking, Networking, Sourcing, Marketing, Public Speaking, Public Relations, Creative Writing, Brand Management, Presentation Development, Concept Development, Database Administration, Direct Mail, Leadership, Process Improvement, Event Driven Programming, Strategic Planning, Proposal Writing, Property & Casualty..., Life Insurance, Series 6, Interviews, Series 63, Insurance
Education
Harvard University 2013 — 2015
Master's degree, Finance
Suffolk University 2010 — 2013
Global Business & Business Management BSBA, Business Administration and Management, General
Lili Jacob's Eaton Vance Experience January 2015 - June 2015
Job Student at Northeastern University
Industry Human Resources
Experience
Eaton Vance January 2015 - June 2015
Thornton & Naumes, LLP January 2014 - June 2014
Interdisciplinary Affective Science Lab at Northeastern University September 2013 - December 2013
KNF&T Staffing Resources June 2013 - August 2013
Skills
Microsoft Office, Organization, Time Management, Communication, Microsoft Excel, Microsoft Word, Gmail, Social Media, Yahoo, eEmpact, Teamwork, Facebook, Research, PowerPoint
Education
Northeastern University 2012 — 2016
Bachelor of Science (B.S.), Applied Psychology
Ithaca College 2011 — 2012
Psychology
Brookline High School 2007 — 2011
Diploma, General
Eaton Vance January 2015 - June 2015
Thornton & Naumes, LLP January 2014 - June 2014
Interdisciplinary Affective Science Lab at Northeastern University September 2013 - December 2013
KNF&T Staffing Resources June 2013 - August 2013
Skills
Microsoft Office, Organization, Time Management, Communication, Microsoft Excel, Microsoft Word, Gmail, Social Media, Yahoo, eEmpact, Teamwork, Facebook, Research, PowerPoint
Education
Northeastern University 2012 — 2016
Bachelor of Science (B.S.), Applied Psychology
Ithaca College 2011 — 2012
Psychology
Brookline High School 2007 — 2011
Diploma, General
Jennifer Rodts, SPHR Jennifer Rodts, SPHR's Eaton Vance Experience August 2008 - April 2009
Job Director of Human Resources at Boston Ballet
Industry Human Resources
Experience
Boston Ballet September 2009 - Present
Eaton Vance August 2008 - April 2009
Putnam Investments January 1995 - August 2007
Kelley/Dexter Advertising 1992 - 1995
Sanwa Bank 1991 - 1992
Skills
Employee Relations, Performance Appraisal, Employee Benefits, Human Resources, Deferred Compensation, Recruiting, New Hire Orientations, Budgets, Policy, Personnel Management, Organizational..., Interviews, Leadership, Talent Management, Labor Relations, Leadership Development, Performance Management, Strategic HR, Succession Planning, Management, Workforce Planning, Onboarding
Education
Hamilton College 1986 — 1990
Bachelor's
The Ethel Walker School 1983 — 1986
World@Work
Boston Ballet September 2009 - Present
Eaton Vance August 2008 - April 2009
Putnam Investments January 1995 - August 2007
Kelley/Dexter Advertising 1992 - 1995
Sanwa Bank 1991 - 1992
Skills
Employee Relations, Performance Appraisal, Employee Benefits, Human Resources, Deferred Compensation, Recruiting, New Hire Orientations, Budgets, Policy, Personnel Management, Organizational..., Interviews, Leadership, Talent Management, Labor Relations, Leadership Development, Performance Management, Strategic HR, Succession Planning, Management, Workforce Planning, Onboarding
Education
Hamilton College 1986 — 1990
Bachelor's
The Ethel Walker School 1983 — 1986
World@Work
Maggie Robb Maggie Robb's Eaton Vance Experience January 2003 - June 2003
Job Global Supply Manager at Apple
Industry Consumer Electronics
Experience
Apple February 2013 - Present
Apple June 2012 - August 2012
adidas Group August 2008 - August 2011
Reebok Int'l Ltd. March 2006 - August 2008
Hadley Pollet, LLC May 2005 - January 2006
TJX January 2004 - August 2004
Eaton Vance January 2003 - June 2003
Skills
Marketing Strategy, Forecasting, Business Strategy, Retail, Product Marketing, Marketing, Strategic Planning, Project Management, Marketing Communications, Merchandising, Product Management, Entrepreneurship, Social Media, Product Development, Apparel, Social Media Marketing, Competitive Analysis, Supply Chain Management, Market Research, Project Planning, Inventory Management
Education
ESADE Business School
Masters Business Administration, Full Time
Northeastern University
Bachelor of Science, Business Administration, Marketing
Semester at Sea
Apple February 2013 - Present
Apple June 2012 - August 2012
adidas Group August 2008 - August 2011
Reebok Int'l Ltd. March 2006 - August 2008
Hadley Pollet, LLC May 2005 - January 2006
TJX January 2004 - August 2004
Eaton Vance January 2003 - June 2003
Skills
Marketing Strategy, Forecasting, Business Strategy, Retail, Product Marketing, Marketing, Strategic Planning, Project Management, Marketing Communications, Merchandising, Product Management, Entrepreneurship, Social Media, Product Development, Apparel, Social Media Marketing, Competitive Analysis, Supply Chain Management, Market Research, Project Planning, Inventory Management
Education
ESADE Business School
Masters Business Administration, Full Time
Northeastern University
Bachelor of Science, Business Administration, Marketing
Semester at Sea
Bill Wolfe Bill Wolfe's Eaton Vance Experience November 2008 - June 2014
Job Regional Vice President at Montage Investments
Industry Financial Services
Experience
Montage Investments June 2014 - Present
Eaton Vance November 2008 - June 2014
Eaton Vance September 2007 - November 2008
Skills
Series 63, Mutual Funds, Alternative Investments, Series 6, Separately Managed..., Investments, Asset Allocation, Retirement Planning, Wealth Management, ETFs, Investment Strategies, Equities
Education
Gettysburg College 2001 — 2006
Loomis Chaffee School 2000 — 2001
Winchester High School 1996 — 2000
Montage Investments June 2014 - Present
Eaton Vance November 2008 - June 2014
Eaton Vance September 2007 - November 2008
Skills
Series 63, Mutual Funds, Alternative Investments, Series 6, Separately Managed..., Investments, Asset Allocation, Retirement Planning, Wealth Management, ETFs, Investment Strategies, Equities
Education
Gettysburg College 2001 — 2006
Loomis Chaffee School 2000 — 2001
Winchester High School 1996 — 2000
Drew Boehmer's Eaton Vance Experience June 2015 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2015 - Present
Eaton Vance June 2014 - June 2015
Merrill Lynch May 2013 - August 2013
The Centre for Socio-Eco-Nomic Development March 2013 - April 2013
J.P. Morgan January 2013 - January 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Research, Economics, Public Speaking, Social Media, Facebook, Salesforce.com, Management, Customer Service
Education
Lafayette College 2010 — 2014
Bachelor of Arts (B.A.), Government/Law
University School 2006 — 2010
High School
Eaton Vance June 2015 - Present
Eaton Vance June 2014 - June 2015
Merrill Lynch May 2013 - August 2013
The Centre for Socio-Eco-Nomic Development March 2013 - April 2013
J.P. Morgan January 2013 - January 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Research, Economics, Public Speaking, Social Media, Facebook, Salesforce.com, Management, Customer Service
Education
Lafayette College 2010 — 2014
Bachelor of Arts (B.A.), Government/Law
University School 2006 — 2010
High School
Sean P. Doyle Sean P. Doyle's Eaton Vance Experience June 2005 - December 2006
Job Film and Television Producer
Industry Motion Pictures and Film
Experience
Film and TV Production 2011 - Present
Baker Street Productions, LLC March 2007 - 2011
Investors Capital September 2007 - April 2008
Woodstock Corporation January 2007 - July 2007
Eaton Vance June 2005 - December 2006
McConnell Rothman P.C. March 2003 - July 2005
Manulife Financial July 2002 - February 2003
Merrill Lynch May 1999 - July 2002
Bankers Life and Casualty January 1996 - May 1999
Skills
Investments, Asset Managment, Alternative Investments, Wealth Management, Investment Strategies, Short Films, Feature Films, Film, Strategic Financial..., Asset Management, Screenwriting, Film Production, Commercials, Television, Theatre, Directing, Acting, Entertainment, Producing, Documentaries, Music Videos, Video Production, Independent Film, Creative Writing, Management, Media Production, Video Editing, Post Production, Comedy, Video
Education
Harvard University 2005 — 2009
Economics
Holyoke Community College 1990 — 1993
Business Administration
West Springfield High School 1987 — 1991
Film and TV Production 2011 - Present
Baker Street Productions, LLC March 2007 - 2011
Investors Capital September 2007 - April 2008
Woodstock Corporation January 2007 - July 2007
Eaton Vance June 2005 - December 2006
McConnell Rothman P.C. March 2003 - July 2005
Manulife Financial July 2002 - February 2003
Merrill Lynch May 1999 - July 2002
Bankers Life and Casualty January 1996 - May 1999
Skills
Investments, Asset Managment, Alternative Investments, Wealth Management, Investment Strategies, Short Films, Feature Films, Film, Strategic Financial..., Asset Management, Screenwriting, Film Production, Commercials, Television, Theatre, Directing, Acting, Entertainment, Producing, Documentaries, Music Videos, Video Production, Independent Film, Creative Writing, Management, Media Production, Video Editing, Post Production, Comedy, Video
Education
Harvard University 2005 — 2009
Economics
Holyoke Community College 1990 — 1993
Business Administration
West Springfield High School 1987 — 1991
Katie Maretz Katie Maretz's Eaton Vance Experience June 2015 - Present
Job Compensation Specialist at Eaton Vance
Industry Human Resources
Experience
Eaton Vance June 2015 - Present
Impact Personnel May 2014 - August 2014
Impact Personnel May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Public Speaking, Microsoft Office
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Organizational Management Studies, Business
National University of Ireland, Galway
School of Commerce.
Weston High School 2007 — 2011
Eaton Vance June 2015 - Present
Impact Personnel May 2014 - August 2014
Impact Personnel May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Public Speaking, Microsoft Office
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Organizational Management Studies, Business
National University of Ireland, Galway
School of Commerce.
Weston High School 2007 — 2011
Brian Dailey Brian Dailey's Eaton Vance Experience January 2014 - Present
Job Internal Specialist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance January 2014 - Present
Parametric November 2013 - December 2013
Parametric March 2011 - October 2013
Morgan Stanley Smith Barney June 2009 - August 2009
Boys and Girls Clubs of America June 2008 - August 2008
Skills
Microsoft Excel, Accounting, Customer Service, Leadership, Management, Investments, Outlook, Financial Analysis, CRM, Asset Management, Portfolio Management, Process Improvement, Wealth Management, Sales
Education
Gonzaga University 2006 — 2010
BA, Business Administration in Finance and Economics
Eaton Vance January 2014 - Present
Parametric November 2013 - December 2013
Parametric March 2011 - October 2013
Morgan Stanley Smith Barney June 2009 - August 2009
Boys and Girls Clubs of America June 2008 - August 2008
Skills
Microsoft Excel, Accounting, Customer Service, Leadership, Management, Investments, Outlook, Financial Analysis, CRM, Asset Management, Portfolio Management, Process Improvement, Wealth Management, Sales
Education
Gonzaga University 2006 — 2010
BA, Business Administration in Finance and Economics
Mark Fahey Mark Fahey's Eaton Vance Experience June 2012 - March 2013
Job Lead Connected Customer Specialist at General Motors
Industry Automotive
Experience
General Motors October 2014 - Present
General Motors May 2014 - October 2014
General Motors March 2013 - April 2014
Eaton Vance June 2012 - March 2013
Apple Inc. July 2010 - June 2012
Saint Anselm College 2012 - 2012
Federal Communications Commission June 2011 - August 2011
Malden Housing Authority May 2006 - August 2010
Happy Hours Pre-School March 2007 - March 2010
Brookstone November 2007 - February 2008
Skills
Social Networking, Blogging, Sales, Windows, Microsoft Office, Photoshop, Editing, Social Media, Customer Service, Research, Mac OS X, PowerPoint, Microsoft Excel, Microsoft Word, International Relations, Public Speaking, Chevrolet, Buick, GMC, Cadillac
Education
Saint Anselm College 2008 — 2012
Honors Bachelor of Arts, International Relations
Georgetown University 2011 — 2011
Public Relations
Malden Catholic High School 2004 — 2008
High School
General Motors October 2014 - Present
General Motors May 2014 - October 2014
General Motors March 2013 - April 2014
Eaton Vance June 2012 - March 2013
Apple Inc. July 2010 - June 2012
Saint Anselm College 2012 - 2012
Federal Communications Commission June 2011 - August 2011
Malden Housing Authority May 2006 - August 2010
Happy Hours Pre-School March 2007 - March 2010
Brookstone November 2007 - February 2008
Skills
Social Networking, Blogging, Sales, Windows, Microsoft Office, Photoshop, Editing, Social Media, Customer Service, Research, Mac OS X, PowerPoint, Microsoft Excel, Microsoft Word, International Relations, Public Speaking, Chevrolet, Buick, GMC, Cadillac
Education
Saint Anselm College 2008 — 2012
Honors Bachelor of Arts, International Relations
Georgetown University 2011 — 2011
Public Relations
Malden Catholic High School 2004 — 2008
High School
Danielle (Marini) Lamey's Eaton Vance Experience 2002 - 2005
Job Client Services Project Manager
Industry Biotechnology
Experience
IDEXX Laboratories May 2015 - Present
HM Payson & Co December 2014 - May 2015
Spinnaker Trust November 2012 - December 2014
Servpro Industries April 2009 - November 2012
Merrill Lynch 2005 - 2009
Eaton Vance 2002 - 2005
Tucker Anthony 1999 - 2002
Skills
Microsoft Office, Customer Service, Sales, Event Planning, Strategic Planning, Social Networking, Social Media Marketing, New Business Development, Marketing Strategy, Event Management, Training, Coaching, Project Management, Facebook
Education
East Carolina University 1992 — 1996
Bachelor of Science (B.S.)
IDEXX Laboratories May 2015 - Present
HM Payson & Co December 2014 - May 2015
Spinnaker Trust November 2012 - December 2014
Servpro Industries April 2009 - November 2012
Merrill Lynch 2005 - 2009
Eaton Vance 2002 - 2005
Tucker Anthony 1999 - 2002
Skills
Microsoft Office, Customer Service, Sales, Event Planning, Strategic Planning, Social Networking, Social Media Marketing, New Business Development, Marketing Strategy, Event Management, Training, Coaching, Project Management, Facebook
Education
East Carolina University 1992 — 1996
Bachelor of Science (B.S.)
Charlie Pascal Charlie Pascal's Eaton Vance Experience 2001 - 2004
Job Business Law Associate at Goodwin Procter LLP
Industry Law Practice
Experience
Goodwin Procter LLP 2015 - Present
Diserio Martin O'Connor & Castiglioni LLP 2011 - 2014
Bingham McCutchen LLP 2009 - 2011
Bank of America 2004 - 2006
Eaton Vance 2001 - 2004
Skills
Corporate Law, Corporate Governance, Mergers & Acquisitions, Commercial Finance, General Corporate...
Education
The University of Connecticut School of Law 2006 — 2009
J.D.
University of Exeter 2008 — 2008
Legal Studies, EU and UK Law
Hobart College 1997 — 2001
B.A., History
Goodwin Procter LLP 2015 - Present
Diserio Martin O'Connor & Castiglioni LLP 2011 - 2014
Bingham McCutchen LLP 2009 - 2011
Bank of America 2004 - 2006
Eaton Vance 2001 - 2004
Skills
Corporate Law, Corporate Governance, Mergers & Acquisitions, Commercial Finance, General Corporate...
Education
The University of Connecticut School of Law 2006 — 2009
J.D.
University of Exeter 2008 — 2008
Legal Studies, EU and UK Law
Hobart College 1997 — 2001
B.A., History
Charles Weickert's Eaton Vance Experience October 2012 - November 2012
Job Senior Media Planner at Mediahub (Mullen Lowe U.S.)
Industry Marketing and Advertising
Experience
Mediahub (Division of Mullen Lowe U.S.) November 2014 - Present
Mediahub (Division of Mullen Lowe U.S.) October 2013 - November 2014
Mediahub (Division of Mullen Lowe U.S.) November 2012 - September 2013
Eaton Vance October 2012 - November 2012
Eaton Vance October 2012 - October 2012
Bain & Company September 2012 - September 2012
Rainmaker Spring, LLC. June 2011 - August 2011
Douglas Mason Painting, Inc. May 2010 - August 2010
Downeast Duck Adventures July 2009 - August 2009
Elon University January 2009 - May 2009
Skills
Advertising, Social Media, Marketing, Market Research, Facebook, Microsoft Office, Social Media Marketing, PowerPoint, Microsoft Excel, Social Networking, Online Advertising, Integrated Marketing, Sales, Media Planning, Media Buying, Digital Strategy, Spanish, Online Marketing, Management, Finance, Blogging, Marketing Communications, Digital Marketing, Selling, Strategic Planning, Marketing Strategy, Corporate Branding, Branding, Brand Awareness, Data Analysis
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Marketing
Universidad Europea 2010 — 2010
Spanish Culture, Finance, Marketing
Greely High School 2004 — 2008
Mediahub (Division of Mullen Lowe U.S.) November 2014 - Present
Mediahub (Division of Mullen Lowe U.S.) October 2013 - November 2014
Mediahub (Division of Mullen Lowe U.S.) November 2012 - September 2013
Eaton Vance October 2012 - November 2012
Eaton Vance October 2012 - October 2012
Bain & Company September 2012 - September 2012
Rainmaker Spring, LLC. June 2011 - August 2011
Douglas Mason Painting, Inc. May 2010 - August 2010
Downeast Duck Adventures July 2009 - August 2009
Elon University January 2009 - May 2009
Skills
Advertising, Social Media, Marketing, Market Research, Facebook, Microsoft Office, Social Media Marketing, PowerPoint, Microsoft Excel, Social Networking, Online Advertising, Integrated Marketing, Sales, Media Planning, Media Buying, Digital Strategy, Spanish, Online Marketing, Management, Finance, Blogging, Marketing Communications, Digital Marketing, Selling, Strategic Planning, Marketing Strategy, Corporate Branding, Branding, Brand Awareness, Data Analysis
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Marketing
Universidad Europea 2010 — 2010
Spanish Culture, Finance, Marketing
Greely High School 2004 — 2008
Colleen Hall's Eaton Vance Experience January 2006 - February 2007
Job Social Impact Analyst: Leveraging social innovators to influence a strong social and cultural impact
Industry Financial Services
Experience
TED Conferences 2015 - Present
Emily’s Social Kitchen Ltd 2014 - Present
Emily's Social Kitchen Ltd. June 2010 - 2015
Tufts Center for the Study of Drug Develoment October 2011 - 2012
Brown Brothers Harriman June 2007 - October 2009
Investors Bank & Trust February 2007 - June 2007
Eaton Vance January 2006 - February 2007
Training Express 2005 - 2006
Tufts University Daily Newspaper April 2004 - June 2005
Gap Inc./Banana Republic May 2003 - September 2004
Skills
PowerPoint, Excel, Word, Customer Service, Research, Analysis, Microsoft Office, Outlook, Spanish, Economics, Data Analysis, Social Media, Spreadsheets, Retail, Entrepreneurship, Microsoft Excel, Management
Education
Harvard University 2010 — 2010
Management Courses
Tufts University 2001 — 2005
BA, Economics
Syracuse University in Madrid 2003 — 2004
Spanish
Suffolk University Madrid 2002 — 2002
Tufts University
Tufts CSDD Postgraduate Course in Clinical Pharmacology, Drug Development and Regulation
TED Conferences 2015 - Present
Emily’s Social Kitchen Ltd 2014 - Present
Emily's Social Kitchen Ltd. June 2010 - 2015
Tufts Center for the Study of Drug Develoment October 2011 - 2012
Brown Brothers Harriman June 2007 - October 2009
Investors Bank & Trust February 2007 - June 2007
Eaton Vance January 2006 - February 2007
Training Express 2005 - 2006
Tufts University Daily Newspaper April 2004 - June 2005
Gap Inc./Banana Republic May 2003 - September 2004
Skills
PowerPoint, Excel, Word, Customer Service, Research, Analysis, Microsoft Office, Outlook, Spanish, Economics, Data Analysis, Social Media, Spreadsheets, Retail, Entrepreneurship, Microsoft Excel, Management
Education
Harvard University 2010 — 2010
Management Courses
Tufts University 2001 — 2005
BA, Economics
Syracuse University in Madrid 2003 — 2004
Spanish
Suffolk University Madrid 2002 — 2002
Tufts University
Tufts CSDD Postgraduate Course in Clinical Pharmacology, Drug Development and Regulation
David Glen CFP®, CFA David Glen CFP®, CFA's Eaton Vance Experience December 2013 - Present
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance December 2013 - Present
Boston Private Bank and Trust Company November 1999 - December 2013
Scudder Investments January 1982 - June 1999
Comerica January 1979 - August 1981
Skills
Asset Management, Portfolio Management, Investments, Equities, Pensions, Bonds, High Net Worth..., Asset Allocation, Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Retirement, Investment Strategies, Estate Planning, Risk Management, Client Service, Asset Managment, Strategic Financial..., Financial Services, Investment Management, Credit, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Securities, Wealth Management...
Education
Indiana University Bloomington 1980 — 1981
MBA, Finance
University of Michigan 1975 — 1978
BBA, Finance, General
Eaton Vance December 2013 - Present
Boston Private Bank and Trust Company November 1999 - December 2013
Scudder Investments January 1982 - June 1999
Comerica January 1979 - August 1981
Skills
Asset Management, Portfolio Management, Investments, Equities, Pensions, Bonds, High Net Worth..., Asset Allocation, Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Retirement, Investment Strategies, Estate Planning, Risk Management, Client Service, Asset Managment, Strategic Financial..., Financial Services, Investment Management, Credit, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Securities, Wealth Management...
Education
Indiana University Bloomington 1980 — 1981
MBA, Finance
University of Michigan 1975 — 1978
BBA, Finance, General
Steven Reece Steven Reece's Eaton Vance Experience June 2013 - Present
Job Equity Research Associate at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2013 - Present
Eaton Vance May 2012 - June 2013
Minutemen Equity Fund September 2011 - May 2012
Coca-Cola Refreshments September 2010 - May 2012
Eaton Vance June 2011 - September 2011
Atlantica/Olde Salt House September 2007 - April 2011
Skills
Financial Modeling, Equity Research, Microsoft Excel, Equity Valuation, VBA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Operations Management
Catholic Memorial High School
Eaton Vance June 2013 - Present
Eaton Vance May 2012 - June 2013
Minutemen Equity Fund September 2011 - May 2012
Coca-Cola Refreshments September 2010 - May 2012
Eaton Vance June 2011 - September 2011
Atlantica/Olde Salt House September 2007 - April 2011
Skills
Financial Modeling, Equity Research, Microsoft Excel, Equity Valuation, VBA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Operations Management
Catholic Memorial High School
Christopher Ullman's Eaton Vance Experience January 2013 - April 2013
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock January 2015 - Present
Bridgewater Associates October 2013 - December 2014
Eaton Vance January 2013 - April 2013
Suffolk University Law School September 2012 - December 2012
Lubin and Meyer, P.C. February 2012 - October 2012
Suffolk County Superior Court June 2011 - August 2011
State Street September 2007 - July 2010
Skills
Drafting Legal Documents, Financial Accounting, Databases, Client Liaison, Legal Research, Legal Writing, Civil Litigation, Courts, Research, Public Speaking, Financial Services, Investment Management, Economics
Education
Suffolk University Law School 2010 — 2013
Juris Doctor, Magna Cum Laude
Emory University 2003 — 2007
Bachelor of Arts (B.A.), Economics
BlackRock January 2015 - Present
Bridgewater Associates October 2013 - December 2014
Eaton Vance January 2013 - April 2013
Suffolk University Law School September 2012 - December 2012
Lubin and Meyer, P.C. February 2012 - October 2012
Suffolk County Superior Court June 2011 - August 2011
State Street September 2007 - July 2010
Skills
Drafting Legal Documents, Financial Accounting, Databases, Client Liaison, Legal Research, Legal Writing, Civil Litigation, Courts, Research, Public Speaking, Financial Services, Investment Management, Economics
Education
Suffolk University Law School 2010 — 2013
Juris Doctor, Magna Cum Laude
Emory University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Andrew Gudz Andrew Gudz's Eaton Vance Experience 1999 - 2001
Job Default Case Specialist at Nationstar Mortgage
Industry Banking
Experience
Nationstar Mortgage January 2014 - Present
Bank of America February 2011 - December 2013
NYCB August 2010 - February 2011
JP Morgan Chase June 2009 - September 2010
Paychex October 2007 - April 2008
Americas Mortgage Group June 2006 - September 2007
Eaton Vance 1999 - 2001
Skills
Loans, Strategic Planning, Mortgage Lending, Sales, Accounting, Credit, Financial Analysis, Portfolio Management, Investments, Finance, Financial Services, Mutual Funds, Funding, Banking, Mortgage Banking
Education
Hartwick College 1993 — 1997
B.A., Economics
Nationstar Mortgage January 2014 - Present
Bank of America February 2011 - December 2013
NYCB August 2010 - February 2011
JP Morgan Chase June 2009 - September 2010
Paychex October 2007 - April 2008
Americas Mortgage Group June 2006 - September 2007
Eaton Vance 1999 - 2001
Skills
Loans, Strategic Planning, Mortgage Lending, Sales, Accounting, Credit, Financial Analysis, Portfolio Management, Investments, Finance, Financial Services, Mutual Funds, Funding, Banking, Mortgage Banking
Education
Hartwick College 1993 — 1997
B.A., Economics
Kathleen Baumer's Eaton Vance Experience January 2011 - May 2012
Job Associate Project Manager at VaynerMedia
Industry Marketing and Advertising
Experience
VaynerMedia October 2014 - Present
HarperCollins Publishers September 2012 - September 2014
Da Capo Press May 2012 - August 2012
Eaton Vance January 2011 - May 2012
Loyola University Maryland 2007 - 2010
Skills
Excel, PowerPoint, Word, Access, Wordpress, InDesign, FileMaker, Cision, Outlook, Copy Editing, Publishing, Books, WordPress, Proofreading, Publicity, Press Releases, Editorial
Education
Emerson College 2010 — 2012
Master of Arts (M.A.), Publishing, August 2012
Loyola College in Maryland 2006 — 2010
Bachelor's degree, English Language and Literature, General
VaynerMedia October 2014 - Present
HarperCollins Publishers September 2012 - September 2014
Da Capo Press May 2012 - August 2012
Eaton Vance January 2011 - May 2012
Loyola University Maryland 2007 - 2010
Skills
Excel, PowerPoint, Word, Access, Wordpress, InDesign, FileMaker, Cision, Outlook, Copy Editing, Publishing, Books, WordPress, Proofreading, Publicity, Press Releases, Editorial
Education
Emerson College 2010 — 2012
Master of Arts (M.A.), Publishing, August 2012
Loyola College in Maryland 2006 — 2010
Bachelor's degree, English Language and Literature, General
Punit Shetty Punit Shetty's Eaton Vance Experience April 2013 - Present
Job Senior Business System Analyst Income Systems at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2013 - Present
Wellington Management December 2012 - April 2013
State Street Alternative Investment Solutions July 2012 - November 2012
John Hancock Life Insurance Company November 2011 - June 2012
Ameriprise Financial Services, Inc. May 2010 - November 2011
State Street June 2007 - April 2010
Skills
Business Analysis, Derivatives, Visio, Fixed Income, Equities, SDLC, Analysis
Education
Johnson and Wales University
MBA, Global Business Leadership with Financial Management
Eaton Vance April 2013 - Present
Wellington Management December 2012 - April 2013
State Street Alternative Investment Solutions July 2012 - November 2012
John Hancock Life Insurance Company November 2011 - June 2012
Ameriprise Financial Services, Inc. May 2010 - November 2011
State Street June 2007 - April 2010
Skills
Business Analysis, Derivatives, Visio, Fixed Income, Equities, SDLC, Analysis
Education
Johnson and Wales University
MBA, Global Business Leadership with Financial Management
Amanda Lyons's Eaton Vance Experience June 2013 - Present
Job Administrative Assistant
Industry Investment Management
Experience
Eaton Vance June 2013 - Present
Holcim April 2011 - November 2012
Textron Systems October 2008 - October 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Lotus Notes, SAP, Oracle, Concur, WebEx, Social Networking, Outlook, QuickBooks
Education
Fitchburg State University 2005 — 2007
Eaton Vance June 2013 - Present
Holcim April 2011 - November 2012
Textron Systems October 2008 - October 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Lotus Notes, SAP, Oracle, Concur, WebEx, Social Networking, Outlook, QuickBooks
Education
Fitchburg State University 2005 — 2007
Dan Sugameli's Eaton Vance Experience August 2011 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2011 - Present
Prudential Financial August 2010 - August 2011
Prudential Financial October 2009 - August 2010
Prudential Financial May 2008 - December 2008
Skills
Series 7, Series 63, Series 6, Retirement, Portfolio Management, Investments, Mutual Funds, Financial Services, Finance, Sales, Team Leadership, Fixed Income, Alternative Investments, Equities, Fixed Annuities, Uniform Combined State..., Financial Advisory, Series 66, Annuities
Education
Fairfield University 2005 — 2009
Bachelor of Science, Finance
Canton High School
Eaton Vance August 2011 - Present
Prudential Financial August 2010 - August 2011
Prudential Financial October 2009 - August 2010
Prudential Financial May 2008 - December 2008
Skills
Series 7, Series 63, Series 6, Retirement, Portfolio Management, Investments, Mutual Funds, Financial Services, Finance, Sales, Team Leadership, Fixed Income, Alternative Investments, Equities, Fixed Annuities, Uniform Combined State..., Financial Advisory, Series 66, Annuities
Education
Fairfield University 2005 — 2009
Bachelor of Science, Finance
Canton High School
Bob Cunha's Eaton Vance Experience April 2013 - Present
Job Managing Director of Marketing and Distribution Strategy at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2013 - Present
Market Metrics 2001 - April 2013
BellSouth Products 1995 - 2000
Monitor Group 1989 - 1995
Education
Harvard University 1983 — 1987
A.B., History and Sociology
Milton Academy 1979 — 1983
High School
Eaton Vance April 2013 - Present
Market Metrics 2001 - April 2013
BellSouth Products 1995 - 2000
Monitor Group 1989 - 1995
Education
Harvard University 1983 — 1987
A.B., History and Sociology
Milton Academy 1979 — 1983
High School
Steven Perlmutter Steven Perlmutter's Eaton Vance Experience September 2015 - Present
Job Vice President, Senior Marketing Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2015 - Present
F-Squared Investments January 2014 - August 2015
Fidelity Investments March 2012 - December 2013
Bank of America December 2010 - February 2012
Fidelity Charitable Services June 2007 - January 2010
Fidelity Investments December 2004 - June 2007
Fidelity Brokerage Company September 2003 - November 2004
Fidelity Investments August 2000 - January 2003
Fidelity Customer Marketing and Development January 1998 - August 2000
Skills
Investments, Mutual Funds, Strategy, CRM, Financial Services, Alternative Investments, Fixed Income, Asset Allocation, Leadership, Banking, Asset Management, Portfolio Management, Series 7, Management, Equities, Securities, Product Management, Series 63, Wealth Management, Marketing
Education
Isenberg School of Management, UMass Amherst 1987 — 1991
BBA, Finance
University of Massachusetts
Bachelor, Business Administration
Eaton Vance September 2015 - Present
F-Squared Investments January 2014 - August 2015
Fidelity Investments March 2012 - December 2013
Bank of America December 2010 - February 2012
Fidelity Charitable Services June 2007 - January 2010
Fidelity Investments December 2004 - June 2007
Fidelity Brokerage Company September 2003 - November 2004
Fidelity Investments August 2000 - January 2003
Fidelity Customer Marketing and Development January 1998 - August 2000
Skills
Investments, Mutual Funds, Strategy, CRM, Financial Services, Alternative Investments, Fixed Income, Asset Allocation, Leadership, Banking, Asset Management, Portfolio Management, Series 7, Management, Equities, Securities, Product Management, Series 63, Wealth Management, Marketing
Education
Isenberg School of Management, UMass Amherst 1987 — 1991
BBA, Finance
University of Massachusetts
Bachelor, Business Administration
Joe Rofino, CFA's Eaton Vance Experience 2006 - April 2012
Job Institutional Consulting Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2012 - Present
Eaton Vance 2006 - April 2012
New Accounts 2005 - 2006
Eaton Vance 2004 - 2005
Education
University of Massachusetts 2007 — 2010
Masters; MBA, Business Administration
Emerson College 1999 — 2003
Bachelors of Science (BS), Marketing Communication
Morgan Stanley Smith Barney April 2012 - Present
Eaton Vance 2006 - April 2012
New Accounts 2005 - 2006
Eaton Vance 2004 - 2005
Education
University of Massachusetts 2007 — 2010
Masters; MBA, Business Administration
Emerson College 1999 — 2003
Bachelors of Science (BS), Marketing Communication
Michelle Berardinelli Michelle Berardinelli's Eaton Vance Experience
Job Marketing Associate at Eaton Vance
Industry Investment Management
Experience
Eaton Vance
Skills
Mutual Funds, Marketing Strategy, Marketing Communications, Customer Service, Social Media, Microsoft Office, Social Media Marketing, Marketing, Facebook, Email Marketing, Event Planning, Event Management, Social Networking, Trade Shows, Market Research, Public Relations, Online Marketing, Direct Marketing, Integrated Marketing, Brand Development, Online Advertising
Education
Johnson & Wales University 1996 — 2000
Hospitality
Eaton Vance
Skills
Mutual Funds, Marketing Strategy, Marketing Communications, Customer Service, Social Media, Microsoft Office, Social Media Marketing, Marketing, Facebook, Email Marketing, Event Planning, Event Management, Social Networking, Trade Shows, Market Research, Public Relations, Online Marketing, Direct Marketing, Integrated Marketing, Brand Development, Online Advertising
Education
Johnson & Wales University 1996 — 2000
Hospitality
Deborah Flood Deborah Flood's Eaton Vance Experience November 2012 - Present
Job AVP, Procurement Manager at Eaton Vance
Industry Telecommunications
Experience
Eaton Vance November 2012 - Present
Genband October 2011 - November 2012
Nortel Networks January 2008 - August 2011
Nortel Networks January 2007 - August 2011
Nortel Networks July 2000 - January 2007
Omega / Magnetek February 1996 - July 2000
Skills
Procurement, Outsourcing, Strategic Sourcing, Contract Negotiation, Strategy, Management, Purchasing, Operations Management, Telecommunications, Vendor Management, Leadership, Cross-functional Team..., Sourcing, Contract Management, Supply Management, Pricing, Negotiation, Business Strategy, Process Improvement, Program Management, Global Sourcing, RFP, Start-ups, Supply Chain Management, Business Process..., Business Planning, Purchase Management, Budgets, Supply Chain, Forecasting, Business Analysis, IT Procurement, Purchasing Processes, Strategic Financial..., Matrix Management, Telecommunication..., Product Management, Team Building, Six Sigma, Strategic Planning, SAP, Cost Control, Spend Analysis, Cost Planning, Collaborative Leadership, Analytics, Service Level Agreements, Problem Solving, Divestitures, Mergers & Acquisitions
Education
Franklin Pierce College 1998 — 2000
MBA
The University of Georgia 1991 — 1993
Russian Studies
Saint Anselm College 1989 — 1993
BA, Philosophy and Russian Studies
Eaton Vance November 2012 - Present
Genband October 2011 - November 2012
Nortel Networks January 2008 - August 2011
Nortel Networks January 2007 - August 2011
Nortel Networks July 2000 - January 2007
Omega / Magnetek February 1996 - July 2000
Skills
Procurement, Outsourcing, Strategic Sourcing, Contract Negotiation, Strategy, Management, Purchasing, Operations Management, Telecommunications, Vendor Management, Leadership, Cross-functional Team..., Sourcing, Contract Management, Supply Management, Pricing, Negotiation, Business Strategy, Process Improvement, Program Management, Global Sourcing, RFP, Start-ups, Supply Chain Management, Business Process..., Business Planning, Purchase Management, Budgets, Supply Chain, Forecasting, Business Analysis, IT Procurement, Purchasing Processes, Strategic Financial..., Matrix Management, Telecommunication..., Product Management, Team Building, Six Sigma, Strategic Planning, SAP, Cost Control, Spend Analysis, Cost Planning, Collaborative Leadership, Analytics, Service Level Agreements, Problem Solving, Divestitures, Mergers & Acquisitions
Education
Franklin Pierce College 1998 — 2000
MBA
The University of Georgia 1991 — 1993
Russian Studies
Saint Anselm College 1989 — 1993
BA, Philosophy and Russian Studies
Chris Webber, CIMA® Chris Webber, CIMA®'s Eaton Vance Experience October 2012 - Present
Job Regional Representative, Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance October 2012 - Present
Eaton Vance January 2012 - October 2012
Eaton Vance May 2011 - January 2012
Eaton Vance February 2008 - January 2012
Eaton Vance January 2007 - February 2008
Goucher College September 2005 - August 2006
Education
Goucher College 2001 — 2006
BA, Business Management, Economics
Eaton Vance October 2012 - Present
Eaton Vance January 2012 - October 2012
Eaton Vance May 2011 - January 2012
Eaton Vance February 2008 - January 2012
Eaton Vance January 2007 - February 2008
Goucher College September 2005 - August 2006
Education
Goucher College 2001 — 2006
BA, Business Management, Economics
Brian Jacobs, CIMA's Eaton Vance Experience 1990 - 2000
Job President at Direxion Investments
Industry Financial Services
Experience
Direxion Investments March 2014 - Present
Jacobs Strategic Consulting, LLC February 2012 - March 2014
Hatteras Funds January 2010 - February 2012
Baron Capital 2009 - 2009
Allianz Global Investors 2000 - 2008
Eaton Vance 1990 - 2000
Lexington Global Asset Managers 1988 - 1990
First Investors 1984 - 1988
Education
IMD Business School 2006 — 2007
Allianz Global Leadership Program
Harvard Law School Executive Program 2006 — 2006
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA, Certified Investment Management Analyst
The George Washington University
CIMC, Certified Investment Management Consultant
Institute for Wealth Management 1997 — 1997
CMFC, Chartered Mutual Fund Counselor
Montclair State University
BA, Economics
Direxion Investments March 2014 - Present
Jacobs Strategic Consulting, LLC February 2012 - March 2014
Hatteras Funds January 2010 - February 2012
Baron Capital 2009 - 2009
Allianz Global Investors 2000 - 2008
Eaton Vance 1990 - 2000
Lexington Global Asset Managers 1988 - 1990
First Investors 1984 - 1988
Education
IMD Business School 2006 — 2007
Allianz Global Leadership Program
Harvard Law School Executive Program 2006 — 2006
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA, Certified Investment Management Analyst
The George Washington University
CIMC, Certified Investment Management Consultant
Institute for Wealth Management 1997 — 1997
CMFC, Chartered Mutual Fund Counselor
Montclair State University
BA, Economics
Jeffrey Chernoff Jeffrey Chernoff's Eaton Vance Experience February 1989 - July 1996
Job Investment Banking/Business Financing
Industry Financial Services
Experience
WEST LANE CAPITAL GROUP January 2006 - Present
JP Morgan October 2000 - October 2004
Allianz 1999 - 2000
BlackRock 1996 - 1998
Eaton Vance February 1989 - July 1996
Delaware Investments, a member of the Macquarie Group 1986 - 1988
paine Webber 1984 - 1986
Skills
Private Equity, Investments, Asset Managment, Investment Banking, Start-ups, Capital, Private Placements, Venture Capital, Alternative Investments, IPO, Capital Raising, Investment Strategies, Asset Management, Mutual Funds, Hedge Funds, Equities, Corporate Development, Investor Relations, Valuation, Investment Management, Capital Markets, Funding, Due Diligence, Series 7, Finance, Management, Portfolio Management, Securities, Series 63, Financial Services, Asset Allocation, Wealth Management, Strategic Planning, Sales, Financial Planning, Fixed Income
Education
Ithaca College 1975 — 1977
BS/BBA/BFA, Business Administration/ Management andLabor Law, 3.4 - Cum Laude
Ithaca College 1974 — 1977
business/fine arts
WEST LANE CAPITAL GROUP January 2006 - Present
JP Morgan October 2000 - October 2004
Allianz 1999 - 2000
BlackRock 1996 - 1998
Eaton Vance February 1989 - July 1996
Delaware Investments, a member of the Macquarie Group 1986 - 1988
paine Webber 1984 - 1986
Skills
Private Equity, Investments, Asset Managment, Investment Banking, Start-ups, Capital, Private Placements, Venture Capital, Alternative Investments, IPO, Capital Raising, Investment Strategies, Asset Management, Mutual Funds, Hedge Funds, Equities, Corporate Development, Investor Relations, Valuation, Investment Management, Capital Markets, Funding, Due Diligence, Series 7, Finance, Management, Portfolio Management, Securities, Series 63, Financial Services, Asset Allocation, Wealth Management, Strategic Planning, Sales, Financial Planning, Fixed Income
Education
Ithaca College 1975 — 1977
BS/BBA/BFA, Business Administration/ Management andLabor Law, 3.4 - Cum Laude
Ithaca College 1974 — 1977
business/fine arts
Brian Hassler, CFA Brian Hassler, CFA's Eaton Vance Experience April 2013 - Present
Job Municipal Analyst: Assistant Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance April 2013 - Present
Eaton Vance April 2011 - April 2013
Eaton Vance November 2007 - April 2011
Eaton Vance April 2007 - November 2007
Eaton Vance July 2006 - April 2007
Skills
Mutual Funds, Bonds, Derivatives, •Skilled in operating..., •Proficient in MS..., •In-depth knowledge of...
Education
Isenberg School of Management, UMass Amherst
B.B.A. in Finance
CFA Institute
Eaton Vance April 2013 - Present
Eaton Vance April 2011 - April 2013
Eaton Vance November 2007 - April 2011
Eaton Vance April 2007 - November 2007
Eaton Vance July 2006 - April 2007
Skills
Mutual Funds, Bonds, Derivatives, •Skilled in operating..., •Proficient in MS..., •In-depth knowledge of...
Education
Isenberg School of Management, UMass Amherst
B.B.A. in Finance
CFA Institute
Kevron Robertson Kevron Robertson's Eaton Vance Experience July 2011 - August 2011
Job Student at Endicott College
Industry Information Technology and Services
Experience
Massasoit Community College May 2014 - August 2014
Deloitte July 2012 - August 2012
Eaton Vance July 2011 - August 2011
Salvation Army Children's Learning Center July 2009 - August 2009
Skills
PowerPoint, Visual Basic, Wireless Networking, Help Desk Support, Microsoft Excel, Ghost Imaging, Mac OS, Control Panel, Microsoft Word, Microsoft Publisher, Computer Maintenance, Customer Service, Laptops, Printers, Troubleshooting, Windows 7, Computer Hardware, Windows XP, Technical Support, Software Installation, Windows 8, Windows 8.1, Windows Vista
Education
Endicott College 2015 — 2017
Bachelor's Degree, Computer Science
Massasoit Community College 2012 — 2014
Associate's Degree, Computer Science
John D. O'Bryant School of Mathematics and Science 2008 — 2012
Massasoit Community College May 2014 - August 2014
Deloitte July 2012 - August 2012
Eaton Vance July 2011 - August 2011
Salvation Army Children's Learning Center July 2009 - August 2009
Skills
PowerPoint, Visual Basic, Wireless Networking, Help Desk Support, Microsoft Excel, Ghost Imaging, Mac OS, Control Panel, Microsoft Word, Microsoft Publisher, Computer Maintenance, Customer Service, Laptops, Printers, Troubleshooting, Windows 7, Computer Hardware, Windows XP, Technical Support, Software Installation, Windows 8, Windows 8.1, Windows Vista
Education
Endicott College 2015 — 2017
Bachelor's Degree, Computer Science
Massasoit Community College 2012 — 2014
Associate's Degree, Computer Science
John D. O'Bryant School of Mathematics and Science 2008 — 2012
Cindy Yuanxin Zhu Cindy Yuanxin Zhu's Eaton Vance Experience June 2008 - August 2008
Job Associate at TPG Capital
Industry Financial Services
Experience
TPG Capital August 2013 - Present
Goldman Sachs July 2011 - July 2013
Citi May 2009 - July 2009
Eaton Vance June 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Equities, Corporate Finance, Private Equity, Financial Analysis, LBO
Education
Hamilton College 2007 — 2011
BA, Economics, Mathematics, Japanese
Raffles Junior College 2005 — 2006
Bachelor of Arts (B.A.), Economics
TPG Capital August 2013 - Present
Goldman Sachs July 2011 - July 2013
Citi May 2009 - July 2009
Eaton Vance June 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Equities, Corporate Finance, Private Equity, Financial Analysis, LBO
Education
Hamilton College 2007 — 2011
BA, Economics, Mathematics, Japanese
Raffles Junior College 2005 — 2006
Bachelor of Arts (B.A.), Economics
Robert MacIntosh Robert MacIntosh's Eaton Vance Experience 2005 - 2010
Job Board Director, Mutual Fund Trustee, and Economist
Industry Investment Management
Experience
QIEF Management Corp. 2011 - Present
Several Non-Profits 1988 - Present
Gerson Lehrman Group (GLG) 2012 - Present
Eaton Vance 2005 - 2010
Eaton Vance 1993 - 2010
Eaton Vance 1991 - 2005
Fidelity Investments 1986 - 1991
Fidelity Investments 1985 - 1986
Fidelity Investments 1983 - 1985
Skills
Fixed Income, Mutual Funds, Investments, Closed-end Funds, Investment Strategies, Endowments, Investment Advisory, Portfolios, Bonds, Portfolio Management, Fixed Income Research, Asset Allocation, Trading, Economics, Asset Management, Asset Managment, Fixed Income Analysis, Investment Management, Board of Director..., Alternative Investments, Board of Directors, Financial Services, Separately Managed..., Finance, Capital Markets, Valuation, Hedge Funds
Education
The Tuck School of Business at Dartmouth 1981 — 1983
M.B.A., Finance
Harvard University 1975 — 1979
A.B., Economics
QIEF Management Corp. 2011 - Present
Several Non-Profits 1988 - Present
Gerson Lehrman Group (GLG) 2012 - Present
Eaton Vance 2005 - 2010
Eaton Vance 1993 - 2010
Eaton Vance 1991 - 2005
Fidelity Investments 1986 - 1991
Fidelity Investments 1985 - 1986
Fidelity Investments 1983 - 1985
Skills
Fixed Income, Mutual Funds, Investments, Closed-end Funds, Investment Strategies, Endowments, Investment Advisory, Portfolios, Bonds, Portfolio Management, Fixed Income Research, Asset Allocation, Trading, Economics, Asset Management, Asset Managment, Fixed Income Analysis, Investment Management, Board of Director..., Alternative Investments, Board of Directors, Financial Services, Separately Managed..., Finance, Capital Markets, Valuation, Hedge Funds
Education
The Tuck School of Business at Dartmouth 1981 — 1983
M.B.A., Finance
Harvard University 1975 — 1979
A.B., Economics
Cameron Croy's Eaton Vance Experience June 2013 - August 2013
Job Development Analyst at EDENS
Industry Commercial Real Estate
Experience
EDENS : Connective Retail June 2014 - May 2015
Eaton Vance June 2013 - August 2013
Harvard University December 2011 - August 2013
State Street June 2012 - August 2012
West End Homes / Borica Cabinetry June 2008 - August 2008
Education
Harvard University 2010 — 2014
A.B., Economics, Senior
EDENS : Connective Retail June 2014 - May 2015
Eaton Vance June 2013 - August 2013
Harvard University December 2011 - August 2013
State Street June 2012 - August 2012
West End Homes / Borica Cabinetry June 2008 - August 2008
Education
Harvard University 2010 — 2014
A.B., Economics, Senior
Lindsey Fairweather's Eaton Vance Experience January 2006 - June 2007
Job Health Insurance Specialist at Centers for Medicare & Medicaid Services
Industry Government Administration
Experience
Centers for Medicare & Medicaid Services June 2015 - Present
Massachusetts Housing and Shelter Alliance February 2014 - May 2015
Volunteers of America October 2013 - February 2014
Massachusetts Teachers Association May 2013 - September 2013
US Army April 2008 - June 2012
Eaton Vance January 2006 - June 2007
Skills
Community Outreach, Grassroots Organizing, Employment Law, Nonprofits, Staff Development, Recruiting, Veterans, Veterans Benefits, Homelessness, Case Managment, Strategic Planning, Case Management, Human Resources, Social Services, Employee Benefits, Policy, Interviews, Leadership Development
Education
Golden Gate University 2015 — 2016
Master’s Degree, Human Resources Management/Personnel Administration, General
Northeastern University 2015 — 2015
Graduate Certificate in Nonprofit Management, Nonprofit Management
University of Massachusetts Boston 2012 — 2014
Master of Science (M.S.), Human Services, General
University of Massachusetts, Amherst 2003 — 2005
Bachelor of Arts (BA), Sociology, Criminal Justice Certificate
Boston College 2001 — 2003
Centers for Medicare & Medicaid Services June 2015 - Present
Massachusetts Housing and Shelter Alliance February 2014 - May 2015
Volunteers of America October 2013 - February 2014
Massachusetts Teachers Association May 2013 - September 2013
US Army April 2008 - June 2012
Eaton Vance January 2006 - June 2007
Skills
Community Outreach, Grassroots Organizing, Employment Law, Nonprofits, Staff Development, Recruiting, Veterans, Veterans Benefits, Homelessness, Case Managment, Strategic Planning, Case Management, Human Resources, Social Services, Employee Benefits, Policy, Interviews, Leadership Development
Education
Golden Gate University 2015 — 2016
Master’s Degree, Human Resources Management/Personnel Administration, General
Northeastern University 2015 — 2015
Graduate Certificate in Nonprofit Management, Nonprofit Management
University of Massachusetts Boston 2012 — 2014
Master of Science (M.S.), Human Services, General
University of Massachusetts, Amherst 2003 — 2005
Bachelor of Arts (BA), Sociology, Criminal Justice Certificate
Boston College 2001 — 2003
Michelle Buckley Michelle Buckley's Eaton Vance Experience October 2004 - December 2005
Job Research Analyst at F.L. Putnam Investment Management
Industry Investment Management
Experience
F.L. Putnam Investment Management January 2014 - Present
Morgan Stanley Smith Barney November 2011 - August 2012
TJX March 2010 - June 2011
RiverSource Investments December 2006 - January 2009
Integrity Capital Management December 2005 - December 2006
Eaton Vance October 2004 - December 2005
Education
Princeton University 1997 — 2001
AB, History
Humboldt-Universität zu Berlin 2001 — 2002
DAAD Scholarship, European Ethonology
Milton Academy 1994 — 1997
F.L. Putnam Investment Management January 2014 - Present
Morgan Stanley Smith Barney November 2011 - August 2012
TJX March 2010 - June 2011
RiverSource Investments December 2006 - January 2009
Integrity Capital Management December 2005 - December 2006
Eaton Vance October 2004 - December 2005
Education
Princeton University 1997 — 2001
AB, History
Humboldt-Universität zu Berlin 2001 — 2002
DAAD Scholarship, European Ethonology
Milton Academy 1994 — 1997
Des Gallacher Des Gallacher's Eaton Vance Experience September 2014 - Present
Job Vice President, Information Technology at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2014 - Present
Charles River Development May 2013 - September 2014
Charles River Development July 2011 - May 2013
DST Global Solutions May 2010 - July 2011
DST Global Solutions May 2008 - May 2010
DST Global Solutions July 2006 - August 2008
DST Global Solutions July 2005 - July 2006
DST Global Solutions May 2003 - May 2005
Abu Dhabi Investment Authority June 2001 - April 2003
Aberdeen Asset Management December 2000 - June 2001
Skills
Product Management, Order Management, Data Management, Investment Management, Front Office, Strategy, Attribution, Market Data, Trading Systems, Business Analysis, Equities, EMS, Portfolio Management, Software Project..., Electronic Trading, Investment Performance, Performance Attribution, Execution Management..., Product Strategies, TCA, Financial Markets, Middle Office, Financial Services, Asset Management, Performance Measurement, Analytics, Back Office, FX trading, Reference Data, Corporate Actions, Trading, Equity Derivatives, Equity Trading
Education
Glasgow Caledonian University
BSc, Computer Studies
Eaton Vance September 2014 - Present
Charles River Development May 2013 - September 2014
Charles River Development July 2011 - May 2013
DST Global Solutions May 2010 - July 2011
DST Global Solutions May 2008 - May 2010
DST Global Solutions July 2006 - August 2008
DST Global Solutions July 2005 - July 2006
DST Global Solutions May 2003 - May 2005
Abu Dhabi Investment Authority June 2001 - April 2003
Aberdeen Asset Management December 2000 - June 2001
Skills
Product Management, Order Management, Data Management, Investment Management, Front Office, Strategy, Attribution, Market Data, Trading Systems, Business Analysis, Equities, EMS, Portfolio Management, Software Project..., Electronic Trading, Investment Performance, Performance Attribution, Execution Management..., Product Strategies, TCA, Financial Markets, Middle Office, Financial Services, Asset Management, Performance Measurement, Analytics, Back Office, FX trading, Reference Data, Corporate Actions, Trading, Equity Derivatives, Equity Trading
Education
Glasgow Caledonian University
BSc, Computer Studies
Rory Brown Rory Brown's Eaton Vance Experience November 2008 - December 2008
Job Analyst, Product Management Team
Industry Financial Services
Experience
Income Research & Management June 2013 - Present
John Hancock Investment Management Services, LLC October 2011 - May 2013
MassMutual Financial Group May 2010 - September 2011
Morgan Stanley Smith Barney January 2009 - April 2010
Eaton Vance November 2008 - December 2008
Lazard Asset Management October 2007 - November 2008
UBS Wealth Management May 2006 - August 2006
Wachovia Securities February 2002 - August 2003
Skills
Mutual Funds, Investments, Series 7, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Bloomberg, Barclays Point, Microsoft Excel, PowerPoint, Fixed Income, Securities, Asset Managment, Morningstar, Zephyr Style Advisor
Education
Hofstra University 2003 — 2007
BBA, Finance
Income Research & Management June 2013 - Present
John Hancock Investment Management Services, LLC October 2011 - May 2013
MassMutual Financial Group May 2010 - September 2011
Morgan Stanley Smith Barney January 2009 - April 2010
Eaton Vance November 2008 - December 2008
Lazard Asset Management October 2007 - November 2008
UBS Wealth Management May 2006 - August 2006
Wachovia Securities February 2002 - August 2003
Skills
Mutual Funds, Investments, Series 7, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Bloomberg, Barclays Point, Microsoft Excel, PowerPoint, Fixed Income, Securities, Asset Managment, Morningstar, Zephyr Style Advisor
Education
Hofstra University 2003 — 2007
BBA, Finance
Maggie Couture Maggie Couture's Eaton Vance Experience 2006 - 2006
Job Private Events Manager at Catalyst Restaurant
Industry Hospitality
Experience
Catalyst Restaurant April 2014 - Present
American Express September 2012 - April 2014
Provincetown Film Festival 2012 - 2012
Tribeca Film Festival 2010 - 2012
Twist 2010 - 2012
Log Cabin Delaney House 2009 - 2012
AllianceBernstein 2007 - 2008
French Ministry of Education 2006 - 2007
Eaton Vance 2006 - 2006
State Street 2004 - 2006
Skills
Event Management, Event Sales, Event Planning, Customer Service, Relationship Building, Relationship Management, Public Speaking, Blogging, Social Media, Microsoft Office, Micros, InDesign, French, Delphi, Sponsorship, Creative Writing, Budget Management, Public Relations Skills, Travel, HTML, Photoshop, Event booking software, Open Table, Cross-cultural..., Accounting, Sabre, Travel consulting, Leisure Travel, Press releases, Constant Contact
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Certificate, Event Management, GPA 4.0
Alliance Francaise Paris 2009 — 2009
French language, Level B2
Saint Anselm College 2000 — 2004
Bachelor of Arts, Business
Catalyst Restaurant April 2014 - Present
American Express September 2012 - April 2014
Provincetown Film Festival 2012 - 2012
Tribeca Film Festival 2010 - 2012
Twist 2010 - 2012
Log Cabin Delaney House 2009 - 2012
AllianceBernstein 2007 - 2008
French Ministry of Education 2006 - 2007
Eaton Vance 2006 - 2006
State Street 2004 - 2006
Skills
Event Management, Event Sales, Event Planning, Customer Service, Relationship Building, Relationship Management, Public Speaking, Blogging, Social Media, Microsoft Office, Micros, InDesign, French, Delphi, Sponsorship, Creative Writing, Budget Management, Public Relations Skills, Travel, HTML, Photoshop, Event booking software, Open Table, Cross-cultural..., Accounting, Sabre, Travel consulting, Leisure Travel, Press releases, Constant Contact
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Certificate, Event Management, GPA 4.0
Alliance Francaise Paris 2009 — 2009
French language, Level B2
Saint Anselm College 2000 — 2004
Bachelor of Arts, Business
Bhavik Katira Bhavik Katira's Eaton Vance Experience July 2008 - Present
Job CEO at TenDelta. Syndicated Loan/Fixed Income Technology Consulting.
Industry Computer Software
Experience
TenDelta July 2008 - Present
Eaton Vance July 2008 - Present
TenDelta January 2007 - Present
Babson Capital Management October 2013 - October 2014
UBS March 2001 - November 2007
UBS September 1997 - March 2001
Skills
Trading Systems, Fixed Income, Derivatives, Capital Markets, Investment Banking, Portfolio Management, Asset Managment, Back Office, Trading, Business Analysis, Financial Services, Financial Markets, Bonds, Risk Management, Investments, Securities, Syndicated Loans, Corporate Finance, Strategy, Credit Risk, Loans, Management Consulting, Hedge Funds, Asset Management
Education
Imperial College London 1993 — 1997
MEng., Information Systems Engineering
Haberdashers Askes School 1991 — 1993
TenDelta July 2008 - Present
Eaton Vance July 2008 - Present
TenDelta January 2007 - Present
Babson Capital Management October 2013 - October 2014
UBS March 2001 - November 2007
UBS September 1997 - March 2001
Skills
Trading Systems, Fixed Income, Derivatives, Capital Markets, Investment Banking, Portfolio Management, Asset Managment, Back Office, Trading, Business Analysis, Financial Services, Financial Markets, Bonds, Risk Management, Investments, Securities, Syndicated Loans, Corporate Finance, Strategy, Credit Risk, Loans, Management Consulting, Hedge Funds, Asset Management
Education
Imperial College London 1993 — 1997
MEng., Information Systems Engineering
Haberdashers Askes School 1991 — 1993
S. Leith CHAHED S. Leith CHAHED's Eaton Vance Experience April 2014 - December 2014
Job VP Analytics
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
Eaton Vance April 2014 - December 2014
Avid Technology December 2012 - April 2014
Impole Corporation November 2011 - December 2012
BENKA-Keejob January 2008 - February 2011
Pfizer February 2005 - August 2006
Skills
Project Management, Marketing Strategy, Business Development, Strategic Planning, Market Research, Business Strategy, New Business Development, Account Management, Project Planning, Operations Management, Sales Management, Sales
Education
Harvard University 2010 — 2013
Master Business Econ/Management
Heriot-Watt University 2005 — 2007
Master of Business Administration (MBA)
BNY Mellon December 2014 - Present
Eaton Vance April 2014 - December 2014
Avid Technology December 2012 - April 2014
Impole Corporation November 2011 - December 2012
BENKA-Keejob January 2008 - February 2011
Pfizer February 2005 - August 2006
Skills
Project Management, Marketing Strategy, Business Development, Strategic Planning, Market Research, Business Strategy, New Business Development, Account Management, Project Planning, Operations Management, Sales Management, Sales
Education
Harvard University 2010 — 2013
Master Business Econ/Management
Heriot-Watt University 2005 — 2007
Master of Business Administration (MBA)
Cherina Clark's Eaton Vance Experience May 2011 - Present
Job Aspiring Attorney
Industry Law Practice
Experience
Eaton Vance May 2011 - Present
NAACP June 2014 - August 2014
House Judiciary Committee Democratic Staff June 2013 - August 2013
American Eagle Outfitters June 2008 - February 2013
Eaton Vance June 2007 - May 2011
Skills
Legal Research, Legal Writing, Microsoft Office Suite, Communication, Microsoft Office, Time Management, PowerPoint, Data Entry, Sales, Microsoft Word, Fundraising, Research
Education
Suffolk University - Sawyer Business School 2014 — 2017
Master of Business Administration (M.B.A.)
Suffolk Law School 2013 — 2017
Doctor of Law (J.D.), Business Law & Juvenile Advocacy
Hampton University 2007 — 2011
Bachelor of Arts (B.A.), Political Science, Magna Cum Laude
Eaton Vance May 2011 - Present
NAACP June 2014 - August 2014
House Judiciary Committee Democratic Staff June 2013 - August 2013
American Eagle Outfitters June 2008 - February 2013
Eaton Vance June 2007 - May 2011
Skills
Legal Research, Legal Writing, Microsoft Office Suite, Communication, Microsoft Office, Time Management, PowerPoint, Data Entry, Sales, Microsoft Word, Fundraising, Research
Education
Suffolk University - Sawyer Business School 2014 — 2017
Master of Business Administration (M.B.A.)
Suffolk Law School 2013 — 2017
Doctor of Law (J.D.), Business Law & Juvenile Advocacy
Hampton University 2007 — 2011
Bachelor of Arts (B.A.), Political Science, Magna Cum Laude
Morgan Mohrman Morgan Mohrman's Eaton Vance Experience January 2008 - June 2009
Job Vice President, TD Wealth Private Client Group
Industry Financial Services
Experience
TD Wealth Private Client Group February 2014 - Present
Eastern Bank Wealth Management June 2012 - January 2014
Rockland Trust Company November 2010 - June 2012
Derby Street Financial June 2010 - November 2010
Eaton Vance January 2008 - June 2009
Eaton Vance January 1996 - September 2008
Eaton Vance September 1992 - December 1996
MFS Financial Services September 1987 - September 1992
Education
University of Massachusetts, Amherst 1979 — 1982
BA, Communications
Hobart and William Smith Colleges 1977 — 1978
TD Wealth Private Client Group February 2014 - Present
Eastern Bank Wealth Management June 2012 - January 2014
Rockland Trust Company November 2010 - June 2012
Derby Street Financial June 2010 - November 2010
Eaton Vance January 2008 - June 2009
Eaton Vance January 1996 - September 2008
Eaton Vance September 1992 - December 1996
MFS Financial Services September 1987 - September 1992
Education
University of Massachusetts, Amherst 1979 — 1982
BA, Communications
Hobart and William Smith Colleges 1977 — 1978
Patrick Salisbury Patrick Salisbury's Eaton Vance Experience 2006 - 2008
Job Head of Operations and Finance at Wellframe
Industry Information Technology and Services
Experience
Wellframe 2014 - Present
Harvard Alumni Entrepreneurs 2014 - Present
LeanGap 2015 - Present
Pairable, Inc. 2014 - Present
Schweizerische Gesellschaft für Gesundheitssystemforschung AG (SGGF) 2012 - 2014
Sloan Asset Management AG (SAM AG) 2008 - 2013
Eaton Vance 2006 - 2008
Education
Harvard University 2002 — 2006
AB
Université de Nantes 2005 — 2005
Wellframe 2014 - Present
Harvard Alumni Entrepreneurs 2014 - Present
LeanGap 2015 - Present
Pairable, Inc. 2014 - Present
Schweizerische Gesellschaft für Gesundheitssystemforschung AG (SGGF) 2012 - 2014
Sloan Asset Management AG (SAM AG) 2008 - 2013
Eaton Vance 2006 - 2008
Education
Harvard University 2002 — 2006
AB
Université de Nantes 2005 — 2005
Matthew Clenney Matthew Clenney's Eaton Vance Experience November 2014 - Present
Job Senior Investment Operations Specialist at Eaton Vance
Industry Investment Management
Experience
Eaton Vance November 2014 - Present
Eaton Vance February 2012 - November 2014
UPS November 2010 - March 2011
UPS July 2010 - November 2010
Planet Beach Franchising Corporation July 2009 - June 2010
Borrell Electric June 2007 - August 2007
PINNACLE AIRLINES June 2006 - August 2006
Skills
Microsoft Office, Customer Service, Leadership, Microsoft Excel, PowerPoint, Management, Outlook, Training, Sales, Analysis, Finance, Banking, Sales Management, Equities, Portfolio Management, Investments, Series 7, Series 66
Education
University of South Florida - College of Business Administration 2008 — 2011
Bachelor of Science, Finance
Florida State University 2005 — 2008
Mechanical Engineering
Eaton Vance November 2014 - Present
Eaton Vance February 2012 - November 2014
UPS November 2010 - March 2011
UPS July 2010 - November 2010
Planet Beach Franchising Corporation July 2009 - June 2010
Borrell Electric June 2007 - August 2007
PINNACLE AIRLINES June 2006 - August 2006
Skills
Microsoft Office, Customer Service, Leadership, Microsoft Excel, PowerPoint, Management, Outlook, Training, Sales, Analysis, Finance, Banking, Sales Management, Equities, Portfolio Management, Investments, Series 7, Series 66
Education
University of South Florida - College of Business Administration 2008 — 2011
Bachelor of Science, Finance
Florida State University 2005 — 2008
Mechanical Engineering
Casey Foskett Casey Foskett's Eaton Vance Experience October 2013 - Present
Job Marketing Administrative Assistant at Eaton Vance
Industry Hospitality
Experience
Eaton Vance October 2013 - Present
The Langham, Boston December 2012 - October 2013
Holiday Inn & Suites Boston/Peabody October 2011 - December 2012
Holiday Inn & Suites Boston/Peabody August 2011 - December 2011
Prince Restaurant & Bar October 2002 - December 2011
Skills
Very familiar with..., Microsoft Word, Excel,..., PC and Mac, Opera, Delphi, Restaurants, Banquets, Hospitality Management, Event Planning, Hotels, Hospitality Industry, Hospitality, Catering, Food & Beverage, Property Management..., Micros, Hotel Management, Customer Service
Education
Endicott College 2008 — 2011
Bachelor's Degree, Hospitality Management; Event Management
University of Massachusetts Lowell 2007 — 2008
Psychology, Management
Eaton Vance October 2013 - Present
The Langham, Boston December 2012 - October 2013
Holiday Inn & Suites Boston/Peabody October 2011 - December 2012
Holiday Inn & Suites Boston/Peabody August 2011 - December 2011
Prince Restaurant & Bar October 2002 - December 2011
Skills
Very familiar with..., Microsoft Word, Excel,..., PC and Mac, Opera, Delphi, Restaurants, Banquets, Hospitality Management, Event Planning, Hotels, Hospitality Industry, Hospitality, Catering, Food & Beverage, Property Management..., Micros, Hotel Management, Customer Service
Education
Endicott College 2008 — 2011
Bachelor's Degree, Hospitality Management; Event Management
University of Massachusetts Lowell 2007 — 2008
Psychology, Management
Peter Stern's Eaton Vance Experience August 2013 - November 2014
Job Associate
Industry Investment Management
Experience
Deutsche Bank September 2015 - Present
Payden & Rygel Investment Management November 2014 - September 2015
Eaton Vance August 2013 - November 2014
Michigan House of Representatives September 2012 - January 2013
Regulatory Management Counselors May 2012 - August 2012
Skills
Series 7, Research, Market Research, Analysis, Economics, ETFs, Mutual Funds, Closed-end Funds, Municipal Bonds, Customer Service, Financial Analysis, Morningstar, Financial Markets, CRM, Public Speaking, SalesPage Financial, Series 63, UCITS, Evestment, Bloomberg Terminal
Education
Michigan State University 2010 — 2013
Bachelor's degree, Political Science and Economics, 3.5
Indiana University Bloomington 2008 — 2010
Bachelor's degree, Finance and Financial Management Services
Deutsche Bank September 2015 - Present
Payden & Rygel Investment Management November 2014 - September 2015
Eaton Vance August 2013 - November 2014
Michigan House of Representatives September 2012 - January 2013
Regulatory Management Counselors May 2012 - August 2012
Skills
Series 7, Research, Market Research, Analysis, Economics, ETFs, Mutual Funds, Closed-end Funds, Municipal Bonds, Customer Service, Financial Analysis, Morningstar, Financial Markets, CRM, Public Speaking, SalesPage Financial, Series 63, UCITS, Evestment, Bloomberg Terminal
Education
Michigan State University 2010 — 2013
Bachelor's degree, Political Science and Economics, 3.5
Indiana University Bloomington 2008 — 2010
Bachelor's degree, Finance and Financial Management Services
Benjamin LeFevre Benjamin LeFevre's Eaton Vance Experience July 2013 - Present
Job Vice President, Regional Sales Director IFI West at Eaton Vance
Industry Investment Management
Experience
Eaton Vance July 2013 - Present
Deutsche Asset Management August 2004 - July 2013
MFS Investment Management 1997 - August 2004
Skills
Alternative Investments, Sales Management, Mutual Funds, Management, Sales, Retirement Planning, Series 7, Team Building, Team Leadership, Asset Management, Performance Management, Series 63
Education
Eckerd College 1988 — 1991
B.A., American Studies
Eaton Vance July 2013 - Present
Deutsche Asset Management August 2004 - July 2013
MFS Investment Management 1997 - August 2004
Skills
Alternative Investments, Sales Management, Mutual Funds, Management, Sales, Retirement Planning, Series 7, Team Building, Team Leadership, Asset Management, Performance Management, Series 63
Education
Eckerd College 1988 — 1991
B.A., American Studies
Christine Landry's Eaton Vance Experience 2006 - 2009
Job Voice Communications Project Specialist at Partners Healthcare
Industry Telecommunications
Experience
Partners Healthcare July 2011 - Present
Lahey Clinic June 2010 - July 2011
Eaton Vance 2006 - 2009
Brooks Automation January 2003 - March 2006
Brooks Automation 2004 - 2006
PRI Automation/Brooks Automation January 2001 - January 2003
Zendawg January 1999 - January 2000
Analog Devices January 1997 - January 1999
Private Healthcare Systems January 1995 - January 1997
Renwood Realty January 1993 - January 1995
Skills
Vendor Management, Documentations, Software Documentation, Telecommunications, Project Management, Data Center, Process Improvement, Troubleshooting, Disaster Recovery, Visio, Integration, Business Analysis, Program Management, Windows, Team Building, Team Leadership, Customer Service, VoIP, Cisco Technologies, Contract Negotiation, Management, Avaya, Telephony, Call Centers, Wireless, Analysis, Start-ups, Networking, Unified Communications, Customer Satisfaction, Business Process, Voice Mail, Budgets
Education
Eastern Nazarene College 1995 — 1999
Bachelor of Science
Partners Healthcare July 2011 - Present
Lahey Clinic June 2010 - July 2011
Eaton Vance 2006 - 2009
Brooks Automation January 2003 - March 2006
Brooks Automation 2004 - 2006
PRI Automation/Brooks Automation January 2001 - January 2003
Zendawg January 1999 - January 2000
Analog Devices January 1997 - January 1999
Private Healthcare Systems January 1995 - January 1997
Renwood Realty January 1993 - January 1995
Skills
Vendor Management, Documentations, Software Documentation, Telecommunications, Project Management, Data Center, Process Improvement, Troubleshooting, Disaster Recovery, Visio, Integration, Business Analysis, Program Management, Windows, Team Building, Team Leadership, Customer Service, VoIP, Cisco Technologies, Contract Negotiation, Management, Avaya, Telephony, Call Centers, Wireless, Analysis, Start-ups, Networking, Unified Communications, Customer Satisfaction, Business Process, Voice Mail, Budgets
Education
Eastern Nazarene College 1995 — 1999
Bachelor of Science
Rachael Carey Rachael Carey's Eaton Vance Experience March 2008 - Present
Job Sr Client Service Associate at Eaton Vance
Industry Investment Management
Experience
Eaton Vance March 2008 - Present
State Street Global Advisors November 2006 - March 2008
State Street October 2005 - November 2006
Skills
Mutual Funds, Fixed Income, Equities, Bloomberg, Series 7, Series 63, Client Services, Alternative Investments
Education
James Madison University - College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Eaton Vance March 2008 - Present
State Street Global Advisors November 2006 - March 2008
State Street October 2005 - November 2006
Skills
Mutual Funds, Fixed Income, Equities, Bloomberg, Series 7, Series 63, Client Services, Alternative Investments
Education
James Madison University - College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Caitlin Bryson Caitlin Bryson's Eaton Vance Experience August 2012 - August 2014
Job Vice President, Wealth Management Distribution at Schooner Investment Group LLC
Industry Investment Management
Experience
Schooner Investment Group LLC September 2014 - Present
Eaton Vance August 2012 - August 2014
Turner Investment Partners December 2010 - July 2012
Janney Montgomery Scott July 2010 - December 2010
Janney Montgomery Scott November 2008 - July 2010
Janney Montgomery Scott January 2008 - November 2008
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Securities, Separately Managed..., Asset Allocation, Series 65, Variable Annuities, Series 63, Investment Strategies, Equities, Separate Accounts, Public Speaking, Presentations, Financial Advisory, Portfolio Management, ETFs
Education
Merrimack College 2003 — 2006
Bachelor of Arts (B.A.), Communication Studies
Fordham University 2002 — 2003
Bachelor of Arts (B.A.)
Schooner Investment Group LLC September 2014 - Present
Eaton Vance August 2012 - August 2014
Turner Investment Partners December 2010 - July 2012
Janney Montgomery Scott July 2010 - December 2010
Janney Montgomery Scott November 2008 - July 2010
Janney Montgomery Scott January 2008 - November 2008
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Securities, Separately Managed..., Asset Allocation, Series 65, Variable Annuities, Series 63, Investment Strategies, Equities, Separate Accounts, Public Speaking, Presentations, Financial Advisory, Portfolio Management, ETFs
Education
Merrimack College 2003 — 2006
Bachelor of Arts (B.A.), Communication Studies
Fordham University 2002 — 2003
Bachelor of Arts (B.A.)
Robert Quinn, CFP, CFA's Eaton Vance Experience April 2010 - Present
Job Eaton Vance Investment Counsel
Industry Investment Management
Experience
Eaton Vance April 2010 - Present
Boston Private Bank 1993 - April 2010
Boston Safe Deposit & Trust Company 1985 - 1993
Skills
Investments, Economics, Asset Management, Financial Analysis, Fixed Income, Portfolio Management, Investment Management, Strategic Financial..., Financial Planning, Asset Allocation, Wealth Management, Mutual Funds, Equities, Hedge Funds
Education
Harvard Extension School 2004 — 2018
Candidate, Psychology
Lesley University 1987 — 1989
MS, Applied Management
Norwich University 1978 — 1982
BS, Business Administration
Arlington Catholic High School 1974 — 1978
Eaton Vance April 2010 - Present
Boston Private Bank 1993 - April 2010
Boston Safe Deposit & Trust Company 1985 - 1993
Skills
Investments, Economics, Asset Management, Financial Analysis, Fixed Income, Portfolio Management, Investment Management, Strategic Financial..., Financial Planning, Asset Allocation, Wealth Management, Mutual Funds, Equities, Hedge Funds
Education
Harvard Extension School 2004 — 2018
Candidate, Psychology
Lesley University 1987 — 1989
MS, Applied Management
Norwich University 1978 — 1982
BS, Business Administration
Arlington Catholic High School 1974 — 1978
John Pumphrey John Pumphrey's Eaton Vance Experience August 2010 - Present
Job VP, Director, Distribution Analytics at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2010 - Present
Eaton Vance April 2004 - July 2010
Eaton Vance April 2001 - March 2004
Eaton Vance April 1998 - March 2001
Eaton Vance July 1995 - April 1998
Skills
Mutual Funds, Series 63, Series 7, Retail Sales Analysis, CRM, Series 65, Series 26, Sales Rep Training, Sales Management, Retail Sales, FINRA, Series 6, Sales Operations, Series 24, Securities, Asset Allocation, Wealth Management
Education
Fairfield University 1991 — 1995
BS, Business Administration and Management, General
St. John's Prep Danvers, MA 1987 — 1991
Eaton Vance August 2010 - Present
Eaton Vance April 2004 - July 2010
Eaton Vance April 2001 - March 2004
Eaton Vance April 1998 - March 2001
Eaton Vance July 1995 - April 1998
Skills
Mutual Funds, Series 63, Series 7, Retail Sales Analysis, CRM, Series 65, Series 26, Sales Rep Training, Sales Management, Retail Sales, FINRA, Series 6, Sales Operations, Series 24, Securities, Asset Allocation, Wealth Management
Education
Fairfield University 1991 — 1995
BS, Business Administration and Management, General
St. John's Prep Danvers, MA 1987 — 1991
David S. Curran David S. Curran's Eaton Vance Experience July 2015 - Present
Job IT Infrastructure at Eaton Vance
Industry Computer Networking
Experience
Eaton Vance July 2015 - Present
LogixHealth October 2013 - July 2015
Fay Spofford & Thorndike July 2012 - October 2013
Advantedge Healthcare Solutions(Formely AMSplus) January 2011 - July 2012
AMSplus(Now AdvantEdge Healthcare) July 2007 - January 2011
Paradigm Solutions June 2006 - June 2007
Skills
Active Directory, Microsoft Exchange, Windows Server, Network Administration, iPhone, Group Policy, VPN, Windows, VMware ESX, Servers, Software Installation, Virtualization, Windows 7, VMware, XP, System Deployment, Networking, Citrix Metaframe, System Administration, Help Desk Support, Network Security, Technical Support, DNS, Infrastructure, Disaster Recovery
Education
Franklin Pierce University 2002 — 2006
BS, Computer Science
Eaton Vance July 2015 - Present
LogixHealth October 2013 - July 2015
Fay Spofford & Thorndike July 2012 - October 2013
Advantedge Healthcare Solutions(Formely AMSplus) January 2011 - July 2012
AMSplus(Now AdvantEdge Healthcare) July 2007 - January 2011
Paradigm Solutions June 2006 - June 2007
Skills
Active Directory, Microsoft Exchange, Windows Server, Network Administration, iPhone, Group Policy, VPN, Windows, VMware ESX, Servers, Software Installation, Virtualization, Windows 7, VMware, XP, System Deployment, Networking, Citrix Metaframe, System Administration, Help Desk Support, Network Security, Technical Support, DNS, Infrastructure, Disaster Recovery
Education
Franklin Pierce University 2002 — 2006
BS, Computer Science
Michael Lopesciolo Michael Lopesciolo's Eaton Vance Experience July 2014 - Present
Job Global Research Associate (Latin America) at Eaton Vance
Industry Investment Management
Experience
Eaton Vance July 2014 - Present
AidGrade July 2013 - August 2014
Centennial Group Inc May 2013 - May 2014
George Washington University August 2013 - December 2013
Georgetown International Relations Association, Inc. April 2012 - April 2013
Carroll Round April 2012 - April 2013
Georgetown Journal of International Affairs September 2010 - January 2013
Weland International June 2012 - July 2012
Center for Strategic and International Studies January 2012 - May 2012
Georgetown University, Department of Government January 2012 - May 2012
Skills
International..., Spanish, French, Event Planning, Development Economics, Stata, International Relations, Statistics, Portuguese, Government, HTML, Basic Photoshop, Editing, Public Speaking, Fundraising, Grant Writing, Logistics, Travel, WordPress, InDesign, Cvent, Microsoft Excel, Tracking Budget Expenses, Economics, Research, Econometrics, Policy Analysis, Economic Development, Africa, Latin America, International Economics
Education
Georgetown University 2009 — 2013
BSFS, International Political Economy, International Development, Magna Cum Laude
Glenbard West High School 2005 — 2009
Eaton Vance July 2014 - Present
AidGrade July 2013 - August 2014
Centennial Group Inc May 2013 - May 2014
George Washington University August 2013 - December 2013
Georgetown International Relations Association, Inc. April 2012 - April 2013
Carroll Round April 2012 - April 2013
Georgetown Journal of International Affairs September 2010 - January 2013
Weland International June 2012 - July 2012
Center for Strategic and International Studies January 2012 - May 2012
Georgetown University, Department of Government January 2012 - May 2012
Skills
International..., Spanish, French, Event Planning, Development Economics, Stata, International Relations, Statistics, Portuguese, Government, HTML, Basic Photoshop, Editing, Public Speaking, Fundraising, Grant Writing, Logistics, Travel, WordPress, InDesign, Cvent, Microsoft Excel, Tracking Budget Expenses, Economics, Research, Econometrics, Policy Analysis, Economic Development, Africa, Latin America, International Economics
Education
Georgetown University 2009 — 2013
BSFS, International Political Economy, International Development, Magna Cum Laude
Glenbard West High School 2005 — 2009
Gregory Schramm Gregory Schramm's Eaton Vance Experience 1993 - 1996
Job Director at Citi
Industry Investment Banking
Experience
Citi 2003 - Present
Fidelity Investments 1996 - 1997
Eaton Vance 1993 - 1996
Education
NYU Stern School of Business 1997 — 1999
MBA, Finance
Franklin & Marshall College 1989 — 1993
BS, Business Administration
Shepaug Valley HS 1985 — 1989
Citi 2003 - Present
Fidelity Investments 1996 - 1997
Eaton Vance 1993 - 1996
Education
NYU Stern School of Business 1997 — 1999
MBA, Finance
Franklin & Marshall College 1989 — 1993
BS, Business Administration
Shepaug Valley HS 1985 — 1989
Aaron Burke Aaron Burke's Eaton Vance Experience November 2014 - Present
Job Income Systems Manager at Eaton Vance
Industry Information Technology and Services
Experience
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - October 2014
EATON VANCE June 2010 - November 2013
Fidessa LatentZero January 2009 - May 2010
Pioneer Investments May 2008 - January 2009
Latentzero September 2006 - April 2008
LOOMIS SAYLES April 2003 - August 2006
Putnam Investments January 2000 - March 2003
Skills
Bloomberg, Excel, SQL, Word, PowerPoint, CRD, Equities, FX, Fixed Income, Derivatives, Customer Relations, Business Analysis, SQL Server, Microsoft Office, Asset Management, Compliance, Operating Systems, Windows, Problem Solving, Trading Systems, Analysis, Order Management, .NET, Microsoft Excel, FX Options, Software Documentation, Databases, Data Analysis
Education
Endicott College 2002 — 2003
MBA
University of Massachusetts, Amherst 1996 — 2000
B.S
Thayer Academy 1990 — 1992
canton high
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - October 2014
EATON VANCE June 2010 - November 2013
Fidessa LatentZero January 2009 - May 2010
Pioneer Investments May 2008 - January 2009
Latentzero September 2006 - April 2008
LOOMIS SAYLES April 2003 - August 2006
Putnam Investments January 2000 - March 2003
Skills
Bloomberg, Excel, SQL, Word, PowerPoint, CRD, Equities, FX, Fixed Income, Derivatives, Customer Relations, Business Analysis, SQL Server, Microsoft Office, Asset Management, Compliance, Operating Systems, Windows, Problem Solving, Trading Systems, Analysis, Order Management, .NET, Microsoft Excel, FX Options, Software Documentation, Databases, Data Analysis
Education
Endicott College 2002 — 2003
MBA
University of Massachusetts, Amherst 1996 — 2000
B.S
Thayer Academy 1990 — 1992
canton high
Kristen Novello's Eaton Vance Experience November 2012 - April 2015
Job Client Service Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management April 2015 - Present
Eaton Vance November 2012 - April 2015
Eaton Vance February 2011 - November 2012
Eaton Vance May 2010 - February 2011
5s Public Relations July 2009 - February 2010
RepNation August 2008 - May 2009
Skills
Series 7, Series 63, Institutional..., Equities, Fixed Income, Endowments, Foundations, Taft-Hartley, Pension Funds
Education
Indiana University Bloomington 2005 — 2009
BA, Journalism, Marketing
Wellington Management April 2015 - Present
Eaton Vance November 2012 - April 2015
Eaton Vance February 2011 - November 2012
Eaton Vance May 2010 - February 2011
5s Public Relations July 2009 - February 2010
RepNation August 2008 - May 2009
Skills
Series 7, Series 63, Institutional..., Equities, Fixed Income, Endowments, Foundations, Taft-Hartley, Pension Funds
Education
Indiana University Bloomington 2005 — 2009
BA, Journalism, Marketing
Stephen Kaszynski Stephen Kaszynski's Eaton Vance Experience September 2008 - May 2014
Job Director, President and CEO at Homestead Funds
Industry Financial Services
Experience
Homestead Funds January 2015 - Present
Eaton Vance September 2008 - May 2014
Credit Suisse Asset Management January 2004 - January 2007
D.A. Capital Management, LLC January 2001 - January 2004
Invesco August 1997 - October 2000
Invesco Management & Research January 1988 - August 1997
Gardner & Preston Moss, Inc. September 1982 - January 1988
Skills
Equities, Portfolio Management, Investment Strategies, Hedge Funds, Alternative Investments, Equity Research, Mutual Funds, Investments, Equity Valuation, Asset Managment, Asset Allocation, ETFs, Asset Management, Fund Of Funds, Fixed Income, Bloomberg, Valuation, Investment Management, Derivatives
Education
The University of Chicago - Booth School of Business 1977 — 1980
MBA, Finance
Knox College 1972 — 1976
BA, Honors, Economics
Homestead Funds January 2015 - Present
Eaton Vance September 2008 - May 2014
Credit Suisse Asset Management January 2004 - January 2007
D.A. Capital Management, LLC January 2001 - January 2004
Invesco August 1997 - October 2000
Invesco Management & Research January 1988 - August 1997
Gardner & Preston Moss, Inc. September 1982 - January 1988
Skills
Equities, Portfolio Management, Investment Strategies, Hedge Funds, Alternative Investments, Equity Research, Mutual Funds, Investments, Equity Valuation, Asset Managment, Asset Allocation, ETFs, Asset Management, Fund Of Funds, Fixed Income, Bloomberg, Valuation, Investment Management, Derivatives
Education
The University of Chicago - Booth School of Business 1977 — 1980
MBA, Finance
Knox College 1972 — 1976
BA, Honors, Economics
Rafe Leeman Rafe Leeman's Eaton Vance Experience AnalystEvergreen Investments2006 - 2007
Job Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance AnalystEvergreen Investments2006 - 2007
Seaport Group 2002 - 2005
Stargus January 2000 - January 2002
MediaOne 1997 - 2000
Platinum Software 1993 - 1995
Arthur Andersen Business Systems Consulting 1988 - 1994
Arthur Andersen 1987 - 1993
Education
Harvard Business School 1996 — 1997
MBA
Oberlin College 1982 — 1987
BA, Economics
Eaton Vance AnalystEvergreen Investments2006 - 2007
Seaport Group 2002 - 2005
Stargus January 2000 - January 2002
MediaOne 1997 - 2000
Platinum Software 1993 - 1995
Arthur Andersen Business Systems Consulting 1988 - 1994
Arthur Andersen 1987 - 1993
Education
Harvard Business School 1996 — 1997
MBA
Oberlin College 1982 — 1987
BA, Economics
Scott W. R. Firth Scott W. R. Firth's Eaton Vance Experience January 2011 - Present
Job Vice President, Global Relationship Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance January 2011 - Present
Eaton Vance October 2007 - January 2011
Eaton Vance January 2002 - 2007
Eaton Vance April 2000 - January 2002
Eaton Vance October 1998 - April 2000
Millennium Pharmaceuticals February 1998 - June 1998
Skills
Alternative Investments, Mutual Funds, Series 7, Asset Management, Wealth Management, Investment Management, Fixed Income, Series 63, Investments, Investment Strategies, Equities, Financial Advisory, Hedge Funds, Separately Managed..., ETFs, Investment Advisory, Asset Allocation, Financial Analysis, Managing Accounts, Series 24, Managed Accounts, Key Account Management, Account Management
Education
Suffolk University - Sawyer School of Management 2009 — 2010
Hobart and William Smith Colleges 1993 — 1997
Bach, Economics, Art History, Environmental Economics
The Rivers School 1989 — 1993
Eaton Vance January 2011 - Present
Eaton Vance October 2007 - January 2011
Eaton Vance January 2002 - 2007
Eaton Vance April 2000 - January 2002
Eaton Vance October 1998 - April 2000
Millennium Pharmaceuticals February 1998 - June 1998
Skills
Alternative Investments, Mutual Funds, Series 7, Asset Management, Wealth Management, Investment Management, Fixed Income, Series 63, Investments, Investment Strategies, Equities, Financial Advisory, Hedge Funds, Separately Managed..., ETFs, Investment Advisory, Asset Allocation, Financial Analysis, Managing Accounts, Series 24, Managed Accounts, Key Account Management, Account Management
Education
Suffolk University - Sawyer School of Management 2009 — 2010
Hobart and William Smith Colleges 1993 — 1997
Bach, Economics, Art History, Environmental Economics
The Rivers School 1989 — 1993
Bill Cross Bill Cross's Eaton Vance Experience January 2011 - Present
Job VP Equity Analyst at Eaton Vance Management
Industry Investment Management
Experience
Eaton Vance January 2011 - Present
Eaton Vance January 2001 - January 2011
Eaton Vance April 1996 - January 2001
Corinthian Capital Corporation December 1989 - April 1996
Apax Partners September 1986 - December 1989
Skills
Equity Research, Market Analysis
Education
Harvard Business School 1984 — 1986
Master of Business Administration (M.B.A.)
Yale University 1977 — 1981
Bachelor of Arts (B.A.), Scholar of the House
Eaton Vance January 2011 - Present
Eaton Vance January 2001 - January 2011
Eaton Vance April 1996 - January 2001
Corinthian Capital Corporation December 1989 - April 1996
Apax Partners September 1986 - December 1989
Skills
Equity Research, Market Analysis
Education
Harvard Business School 1984 — 1986
Master of Business Administration (M.B.A.)
Yale University 1977 — 1981
Bachelor of Arts (B.A.), Scholar of the House
Joseph Stanton Joseph Stanton's Eaton Vance Experience June 2015 - Present
Job Mutual Fund Representative at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2015 - Present
Sports Etc. May 2011 - May 2015
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Leadership, People Skills, Sales, Teamwork, Marketing, Facebook, Finance, Customer Service, Organization, Market Research, Ice Hockey, Bloomberg, Bloomberg Terminal, Investments
Education
Fairfield University 2011 — 2015
Bachelor's degree, Finance, General
Arlington High School 2007 — 2011
Eaton Vance June 2015 - Present
Sports Etc. May 2011 - May 2015
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Leadership, People Skills, Sales, Teamwork, Marketing, Facebook, Finance, Customer Service, Organization, Market Research, Ice Hockey, Bloomberg, Bloomberg Terminal, Investments
Education
Fairfield University 2011 — 2015
Bachelor's degree, Finance, General
Arlington High School 2007 — 2011
Prachi Samudra's Eaton Vance Experience January 2015 - Present
Job Vice President, Equity Research Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2015 - Present
Fidelity Management & Research Company December 2012 - January 2015
Fidelity Management & Research Company January 2011 - December 2012
Fidelity Investments September 2008 - 2011
Fidelity Investments 2007 - 2008
Lowe's Companies, Inc 2006 - 2007
Infosys Technologies (American Express/ Bank Of America) 2002 - 2006
Pune Institute of Computer Technology 2001 - 2002
Siemens 2001 - 2001
Skills
Valuation, Portfolio Management, Management Consulting, Capital Markets, Investments, Analysis, Due Diligence, Cross-functional Team..., Market Research, Equity Research, Banking, Product Management, Financial Modeling, Process Improvement, Risk Management, Financial Analysis
Education
Duke University - The Fuqua School of Business 2007 — 2008
MBA, Finance
Walchand College of Engineering 1997 — 2001
Bachelor of Engineering, Electronics
Eaton Vance January 2015 - Present
Fidelity Management & Research Company December 2012 - January 2015
Fidelity Management & Research Company January 2011 - December 2012
Fidelity Investments September 2008 - 2011
Fidelity Investments 2007 - 2008
Lowe's Companies, Inc 2006 - 2007
Infosys Technologies (American Express/ Bank Of America) 2002 - 2006
Pune Institute of Computer Technology 2001 - 2002
Siemens 2001 - 2001
Skills
Valuation, Portfolio Management, Management Consulting, Capital Markets, Investments, Analysis, Due Diligence, Cross-functional Team..., Market Research, Equity Research, Banking, Product Management, Financial Modeling, Process Improvement, Risk Management, Financial Analysis
Education
Duke University - The Fuqua School of Business 2007 — 2008
MBA, Finance
Walchand College of Engineering 1997 — 2001
Bachelor of Engineering, Electronics
Karl W. Saur's Eaton Vance Experience October 2012 - Present
Job Vice President, Institutional Attorney at Eaton Vance
Industry Legal Services
Experience
Eaton Vance October 2012 - Present
Eaton Vance January 2008 - October 2012
InnerSight Coaching March 2007 - October 2012
Citi Global Transaction Services (formerly, BISYS Fund Services) May 2005 - December 2006
Putnam Investments 1997 - 2004
Putnam Investments 1990 - 1997
Bingham McCutchen LLP (formerly, Bingham Dana & Gould) 1986 - 1990
Skills
Securities Regulation, Corporate Governance, Legal Writing, Due Diligence, Corporate Law, Securities, Legal Research, Nonprofits, Financial Services, Research, Hedge Funds, Editing, Mergers & Acquisitions, Public Speaking, Microsoft Excel, Compliance, Investments, Mergers, Private Equity, Microsoft Office, Alternative Investments, Mutual Funds, Contract Negotiation, Asset Managment
Education
Harvard Law School 1983 — 1986
J.D. cum laude
University of Virginia 1979 — 1983
B.A. with highest distinction, History
Eaton Vance October 2012 - Present
Eaton Vance January 2008 - October 2012
InnerSight Coaching March 2007 - October 2012
Citi Global Transaction Services (formerly, BISYS Fund Services) May 2005 - December 2006
Putnam Investments 1997 - 2004
Putnam Investments 1990 - 1997
Bingham McCutchen LLP (formerly, Bingham Dana & Gould) 1986 - 1990
Skills
Securities Regulation, Corporate Governance, Legal Writing, Due Diligence, Corporate Law, Securities, Legal Research, Nonprofits, Financial Services, Research, Hedge Funds, Editing, Mergers & Acquisitions, Public Speaking, Microsoft Excel, Compliance, Investments, Mergers, Private Equity, Microsoft Office, Alternative Investments, Mutual Funds, Contract Negotiation, Asset Managment
Education
Harvard Law School 1983 — 1986
J.D. cum laude
University of Virginia 1979 — 1983
B.A. with highest distinction, History
David Narbeth's Eaton Vance Experience September 2012 - June 2015
Job Audit Manager at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. June 2015 - Present
Eaton Vance September 2012 - June 2015
State Street April 2010 - September 2012
State Street December 2007 - April 2010
Investors Bank & Trust December 2005 - December 2007
Citizens Bank December 2003 - December 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Auditing, Financial Reporting, Accounting, Internal Audit, Financial Accounting, Financial Services, Risk Management, Legal Compliance, Standards Compliance, Due Diligence, Financial Risk
Education
Suffolk University - Sawyer School of Management 2004 — 2007
MSA, Accounting
Lafayette College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Citizens Financial Group, Inc. June 2015 - Present
Eaton Vance September 2012 - June 2015
State Street April 2010 - September 2012
State Street December 2007 - April 2010
Investors Bank & Trust December 2005 - December 2007
Citizens Bank December 2003 - December 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Auditing, Financial Reporting, Accounting, Internal Audit, Financial Accounting, Financial Services, Risk Management, Legal Compliance, Standards Compliance, Due Diligence, Financial Risk
Education
Suffolk University - Sawyer School of Management 2004 — 2007
MSA, Accounting
Lafayette College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Jon Scolamiero's Eaton Vance Experience May 2002 - August 2002
Job Sr. Application Developer – E&P at ConocoPhillips
Industry Oil & Energy
Experience
ConocoPhillips November 2013 - Present
Chesapeake Energy February 2007 - October 2013
Antek Healthware February 2006 - December 2006
Campbell & Company 2004 - 2006
Legg Mason May 2003 - September 2004
Eaton Vance May 2002 - August 2002
Tradewind May 2000 - November 2000
Skills
.NET, C#, Agile Methodologies, Software Development, AngularJS, Scrum, JavaScript, REST, HTML 5, T-SQL, TDD, Enterprise Architecture, Microsoft SQL Server, SSRS, SQL, ASP.NET, SharePoint, WCF, ASP.NET MVC, Visual Studio, Databases, TFS, Web Services, Web Applications, Oracle, XML, WPF, SSIS, LINQ, ASP, MVC, Test Driven Development, Database Design, IIS, Entity Framework, HTML, Visio, WinForms, WebAPI, jQuery, JSON, PL/SQL, Team Pulse, Social Media, VB.NET, Visual Basic, SOA, ADO.NET, Silverlight
Education
Geneva College 1999 — 2003
Bachelor of Science, Computer Science
ConocoPhillips November 2013 - Present
Chesapeake Energy February 2007 - October 2013
Antek Healthware February 2006 - December 2006
Campbell & Company 2004 - 2006
Legg Mason May 2003 - September 2004
Eaton Vance May 2002 - August 2002
Tradewind May 2000 - November 2000
Skills
.NET, C#, Agile Methodologies, Software Development, AngularJS, Scrum, JavaScript, REST, HTML 5, T-SQL, TDD, Enterprise Architecture, Microsoft SQL Server, SSRS, SQL, ASP.NET, SharePoint, WCF, ASP.NET MVC, Visual Studio, Databases, TFS, Web Services, Web Applications, Oracle, XML, WPF, SSIS, LINQ, ASP, MVC, Test Driven Development, Database Design, IIS, Entity Framework, HTML, Visio, WinForms, WebAPI, jQuery, JSON, PL/SQL, Team Pulse, Social Media, VB.NET, Visual Basic, SOA, ADO.NET, Silverlight
Education
Geneva College 1999 — 2003
Bachelor of Science, Computer Science
Jake Lemle's Eaton Vance Experience November 2014 - Present
Job Vice President Senior Trader at Eaton Vance
Industry Investment Management
Experience
Eaton Vance November 2014 - Present
Eaton Vance August 2007 - Present
Education
Georgetown University - The McDonough School of Business 2003 — 2007
Eaton Vance November 2014 - Present
Eaton Vance August 2007 - Present
Education
Georgetown University - The McDonough School of Business 2003 — 2007
Anna Semakhin, CFA's Eaton Vance Experience October 2013 - Present
Job Senior Global Trader at Eaton Vance
Industry Financial Services
Experience
Eaton Vance October 2013 - Present
Eaton Vance February 2011 - October 2013
State Street May 2009 - December 2010
Rabobank International June 2008 - August 2008
Rabobank International June 2007 - August 2007
State Street Global Markets May 2006 - August 2006
Skills
Passed all 3 levels of..., Fixed Income, Capital Markets, Equities, FX Options, Options, Trading, Emerging Markets, Market Risk, Global Macro, Bloomberg, Derivatives, Portfolio Management, Asset Management, Investments, Financial Markets, Equity Research
Education
McGill University 2005 — 2008
Bachelor of Commerce (BCom), Jt Honors Economics and Finance, Math Minor
ESADE Business & Law School
Eaton Vance October 2013 - Present
Eaton Vance February 2011 - October 2013
State Street May 2009 - December 2010
Rabobank International June 2008 - August 2008
Rabobank International June 2007 - August 2007
State Street Global Markets May 2006 - August 2006
Skills
Passed all 3 levels of..., Fixed Income, Capital Markets, Equities, FX Options, Options, Trading, Emerging Markets, Market Risk, Global Macro, Bloomberg, Derivatives, Portfolio Management, Asset Management, Investments, Financial Markets, Equity Research
Education
McGill University 2005 — 2008
Bachelor of Commerce (BCom), Jt Honors Economics and Finance, Math Minor
ESADE Business & Law School
Rachel Murphy's Eaton Vance Experience March 2005 - September 2007
Job Experienced Marketing Professional Seeking Employment
Industry Marketing and Advertising
Experience
* April 2009 - Present
John Hancock May 2008 - April 2009
John Hancock October 2007 - April 2008
Eaton Vance March 2005 - September 2007
Putnam Investments June 2004 - February 2005
Putnam Investments May 2002 - June 2004
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
* April 2009 - Present
John Hancock May 2008 - April 2009
John Hancock October 2007 - April 2008
Eaton Vance March 2005 - September 2007
Putnam Investments June 2004 - February 2005
Putnam Investments May 2002 - June 2004
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
Steve Harwitz's Eaton Vance Experience June 1998 - September 1998
Job Project Leader Financial Risk Management Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines June 2014 - Present
Tucson Electric Power October 2004 - May 2014
Diageo October 2003 - August 2004
Arthur Andersen LLP August 2001 - April 2003
Spalding September 1999 - March 2001
Eaton Vance June 1998 - September 1998
JP Morgan October 1993 - August 1997
Skills
Credit Risk, Forecasting, Valuation, Corporate Finance, Compliance, Hedging, Commodity Markets, Credit, Derivatives, Contract Negotiation, Energy Derivatives, Financial Modeling, Financial Analysis
Education
Gonzaga University 2010 — 2014
MA, Organizational Leadership
Isenberg School of Management, UMass Amherst 1997 — 1999
MBA, Strategy / Finance
William & Mary 1987 — 1991
BA, Economics
Delta Air Lines June 2014 - Present
Tucson Electric Power October 2004 - May 2014
Diageo October 2003 - August 2004
Arthur Andersen LLP August 2001 - April 2003
Spalding September 1999 - March 2001
Eaton Vance June 1998 - September 1998
JP Morgan October 1993 - August 1997
Skills
Credit Risk, Forecasting, Valuation, Corporate Finance, Compliance, Hedging, Commodity Markets, Credit, Derivatives, Contract Negotiation, Energy Derivatives, Financial Modeling, Financial Analysis
Education
Gonzaga University 2010 — 2014
MA, Organizational Leadership
Isenberg School of Management, UMass Amherst 1997 — 1999
MBA, Strategy / Finance
William & Mary 1987 — 1991
BA, Economics
Brian Brelinsky's Eaton Vance Experience September 2002 - November 2005
Job Investment Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network November 2005 - Present
Eaton Vance September 2002 - November 2005
State Street Research December 1999 - September 2002
Education
Isenberg School of Management, UMass Amherst 2009 — 2011
MBA
State University of New York College at Oswego 1995 — 1999
Commonwealth Financial Network November 2005 - Present
Eaton Vance September 2002 - November 2005
State Street Research December 1999 - September 2002
Education
Isenberg School of Management, UMass Amherst 2009 — 2011
MBA
State University of New York College at Oswego 1995 — 1999
Heather Costa's Eaton Vance Experience 1997 - 2003
Job Director Northeast Sales at barkTHINS® snacking chocolate by ripple brand collective
Industry Consumer Goods
Experience
barkTHINS® snacking chocolate by ripple brand collective October 2014 - Present
479 Degrees May 2014 - October 2014
popchips January 2010 - May 2014
glaceau March 2003 - December 2009
Eaton Vance 1997 - 2003
Skills
Consumer Products, Direct Store Delivery, Grocery, Sales Management, Sales, Key Account Development, National Accounts, Retail
Education
Eastern Connecticut State University
BS, Business
barkTHINS® snacking chocolate by ripple brand collective October 2014 - Present
479 Degrees May 2014 - October 2014
popchips January 2010 - May 2014
glaceau March 2003 - December 2009
Eaton Vance 1997 - 2003
Skills
Consumer Products, Direct Store Delivery, Grocery, Sales Management, Sales, Key Account Development, National Accounts, Retail
Education
Eastern Connecticut State University
BS, Business
Scott Weisel, CFA's Eaton Vance Experience January 2008 - Present
Job Vice President, Sr Product Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2008 - Present
IXIS Asset Management March 2006 - December 2007
Sun Life Financial April 2004 - March 2006
Sun Life Financial November 2002 - April 2004
Education
Drew University 1998 — 2002
Eaton Vance January 2008 - Present
IXIS Asset Management March 2006 - December 2007
Sun Life Financial April 2004 - March 2006
Sun Life Financial November 2002 - April 2004
Education
Drew University 1998 — 2002
Shannone Price's Eaton Vance Experience August 1998 - Present
Job VP & Global Relationship Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 1998 - Present
Education
Fairfield University 1991 — 1995
Eaton Vance August 1998 - Present
Education
Fairfield University 1991 — 1995
Bob Howell's Eaton Vance Experience November 2014 - Present
Job VP, Senior Recruiter at Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2014 - Present
Eaton Vance April 2010 - October 2014
Bank of New York Mellon October 2006 - June 2009
State Street Bank December 1999 - March 2002
Sun Life Financial March 1999 - November 1999
Atlantic Search Group, Inc November 1989 - March 1998
Winter Wyman July 1985 - September 1989
Arthur Andersen December 1981 - April 1982
Education
Duke University 1976 — 1980
BS, Accounting
Eaton Vance November 2014 - Present
Eaton Vance April 2010 - October 2014
Bank of New York Mellon October 2006 - June 2009
State Street Bank December 1999 - March 2002
Sun Life Financial March 1999 - November 1999
Atlantic Search Group, Inc November 1989 - March 1998
Winter Wyman July 1985 - September 1989
Arthur Andersen December 1981 - April 1982
Education
Duke University 1976 — 1980
BS, Accounting
Doug McMahon's Eaton Vance Experience November 2010 - Present
Job Senior Programmer at Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2010 - Present
Bluefish Boosters Inc September 2011 - Present
Eaton Vance June 2000 - October 2010
Colonial Acres Condominium Association March 2004 - April 2010
Colonial Acres Condominium Association May 2003 - March 2004
Eaton Vance November 1993 - May 2000
Eaton Vance February 1989 - October 1993
Sterngold Dental LLC June 1984 - January 1989
Skills
Business Analysis, Microsoft SQL Server, SQL, Fixed Income, Database Design, Requirements Gathering, Visio, Project Management, Ab Initio, ESP, Visual Basic, Visual Studio, Financial Services, Mutual Funds, Customer Support, ITIL
Education
Providence College 1993 — 1993
Accounting & Finance Courses
Fairfield University 1984 — 1988
BS, Mathematics, Economics
Rye 1980 — 1984
HS
Eaton Vance November 2010 - Present
Bluefish Boosters Inc September 2011 - Present
Eaton Vance June 2000 - October 2010
Colonial Acres Condominium Association March 2004 - April 2010
Colonial Acres Condominium Association May 2003 - March 2004
Eaton Vance November 1993 - May 2000
Eaton Vance February 1989 - October 1993
Sterngold Dental LLC June 1984 - January 1989
Skills
Business Analysis, Microsoft SQL Server, SQL, Fixed Income, Database Design, Requirements Gathering, Visio, Project Management, Ab Initio, ESP, Visual Basic, Visual Studio, Financial Services, Mutual Funds, Customer Support, ITIL
Education
Providence College 1993 — 1993
Accounting & Finance Courses
Fairfield University 1984 — 1988
BS, Mathematics, Economics
Rye 1980 — 1984
HS
Rick Spillane's Eaton Vance Experience 1977 - 1987
Job Lecturer at Babson College
Industry Financial Services
Experience
Eaton Vance Management April 2010 - Present
Babson College Fund 2009 - Present
BCF 2009 - Present
Babson College January 2008 - Present
INMUSIC January 2008 - Present
Xaverian Brothers High School 2005 - Present
Fidelity Investments 1988 - 2007
Eaton Vance 1977 - 1987
Education
Harvard Business School 1975 — 1977
MBA
Rensselaer Polytechnic Institute 1968 — 1972
Bachelor of Science (BS), Chemical Engineering/Environmental Engineering
Eaton Vance Management April 2010 - Present
Babson College Fund 2009 - Present
BCF 2009 - Present
Babson College January 2008 - Present
INMUSIC January 2008 - Present
Xaverian Brothers High School 2005 - Present
Fidelity Investments 1988 - 2007
Eaton Vance 1977 - 1987
Education
Harvard Business School 1975 — 1977
MBA
Rensselaer Polytechnic Institute 1968 — 1972
Bachelor of Science (BS), Chemical Engineering/Environmental Engineering
John Moninger's Eaton Vance Experience November 2012 - Present
Job Managing Director Retail Sales at Eaton Vance
Industry Investment Management
Experience
Eaton Vance November 2012 - Present
LPL Financial 2007 - 2012
UBS 1995 - 2007
AllianceBernstein 1993 - 1995
Education
Kutztown University of Pennsylvania 1989 — 1993
Eaton Vance November 2012 - Present
LPL Financial 2007 - 2012
UBS 1995 - 2007
AllianceBernstein 1993 - 1995
Education
Kutztown University of Pennsylvania 1989 — 1993
Marc Appel's Eaton Vance Experience 2012 - 2012
Job Associate at Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management August 2014 - Present
Harvard Business School August 2010 - May 2014
Harvard Law School August 2010 - May 2014
Highbridge Capital Management 2013 - 2013
Eaton Vance 2012 - 2012
Kirkland & Ellis LLP 2011 - 2011
McKinsey & Company 2008 - 2010
The Jewish Museum May 2007 - August 2007
Skills
Financial Modeling, Research, Data Analysis, Museums, Economics, Restructuring, Financial Analysis, Management Consulting, Stata, Investments, Business Strategy, Strategy, Corporate Finance
Education
Harvard Business School 2010 — 2014
MBA
Harvard Law School 2010 — 2014
JD
Yale University 2004 — 2008
BA, History and Classical Civilizations
Clarkstown South 2000 — 2004
High School
Marathon Asset Management August 2014 - Present
Harvard Business School August 2010 - May 2014
Harvard Law School August 2010 - May 2014
Highbridge Capital Management 2013 - 2013
Eaton Vance 2012 - 2012
Kirkland & Ellis LLP 2011 - 2011
McKinsey & Company 2008 - 2010
The Jewish Museum May 2007 - August 2007
Skills
Financial Modeling, Research, Data Analysis, Museums, Economics, Restructuring, Financial Analysis, Management Consulting, Stata, Investments, Business Strategy, Strategy, Corporate Finance
Education
Harvard Business School 2010 — 2014
MBA
Harvard Law School 2010 — 2014
JD
Yale University 2004 — 2008
BA, History and Classical Civilizations
Clarkstown South 2000 — 2004
High School
Derrick Leung's Eaton Vance Experience June 2013 - Present
Job Assistant Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2013 - Present
Goldman Sachs July 2008 - July 2011
Princeton University July 2008 - July 2011
Education
Harvard Business School 2011 — 2013
MBA
Princeton University 2004 — 2008
B.S.E., Operations Research and Financial Engineering
Upper Canada College 1994 — 2004
Eaton Vance June 2013 - Present
Goldman Sachs July 2008 - July 2011
Princeton University July 2008 - July 2011
Education
Harvard Business School 2011 — 2013
MBA
Princeton University 2004 — 2008
B.S.E., Operations Research and Financial Engineering
Upper Canada College 1994 — 2004
Diogenes Balsam's Eaton Vance Experience March 2013 - Present
Job Sr. Business Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2013 - Present
Wells Fargo Advisors August 2008 - March 2012
IPREO (formerly i-Deal LLC) June 2007 - August 2008
i-Deal LLC January 2006 - June 2007
i-Deal LLC December 2004 - December 2005
Fordham University December 2001 - May 2004
KFC 1997 - 2000
Skills
Requirements Analysis, Project Management, Business Analysis, Management, SharePoint, SQL, Integration, XML, Financial Services, Troubleshooting, User Acceptance Testing
Education
Fordham University 1999 — 2004
Bachelor of Arts, History
Fordham University 1999 — 2004
Bachelor's degree, History
Eaton Vance March 2013 - Present
Wells Fargo Advisors August 2008 - March 2012
IPREO (formerly i-Deal LLC) June 2007 - August 2008
i-Deal LLC January 2006 - June 2007
i-Deal LLC December 2004 - December 2005
Fordham University December 2001 - May 2004
KFC 1997 - 2000
Skills
Requirements Analysis, Project Management, Business Analysis, Management, SharePoint, SQL, Integration, XML, Financial Services, Troubleshooting, User Acceptance Testing
Education
Fordham University 1999 — 2004
Bachelor of Arts, History
Fordham University 1999 — 2004
Bachelor's degree, History
Kiersten Christensen, CFA's Eaton Vance Experience
Job Vice President at Eaton Vance
Industry Financial Services
Experience
Eaton Vance
Skills
Asset Managment, Investment Strategies, Investment Management, Mutual Funds, Investments, Investor Relations, Equities, Equity Research, Alternative Investments, Asset Management, Corporate Finance, Investment Banking, Portfolio Management, Fixed Income, Hedge Funds
Education
Georgetown University
Bachelor of Science (BS)
Eaton Vance
Skills
Asset Managment, Investment Strategies, Investment Management, Mutual Funds, Investments, Investor Relations, Equities, Equity Research, Alternative Investments, Asset Management, Corporate Finance, Investment Banking, Portfolio Management, Fixed Income, Hedge Funds
Education
Georgetown University
Bachelor of Science (BS)
Amanda Ioakim's Eaton Vance Experience April 2004 - Present
Job Internal Sales at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2004 - Present
Eaton Vance Distributors, Inc 2004 - Present
Education
Keene State College 1999 — 2003
Bachelor's of Science, Business/Marketing
Eaton Vance April 2004 - Present
Eaton Vance Distributors, Inc 2004 - Present
Education
Keene State College 1999 — 2003
Bachelor's of Science, Business/Marketing
Patrick Scanlon's Eaton Vance Experience July 2007 - April 2010
Job Associate Director Institutional Sales at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments April 2014 - Present
EnerNOC October 2013 - April 2014
Columbia Management April 2010 - October 2013
Eaton Vance July 2007 - April 2010
Skills
Series 7, Salesforce.com
Education
Gettysburg College 2003 — 2007
Bachelor of Arts, Management
John Hancock Investments April 2014 - Present
EnerNOC October 2013 - April 2014
Columbia Management April 2010 - October 2013
Eaton Vance July 2007 - April 2010
Skills
Series 7, Salesforce.com
Education
Gettysburg College 2003 — 2007
Bachelor of Arts, Management
Caroline Spellman's Eaton Vance Experience October 2013 - Present
Job Digital Marketing Associate at Eaton Vance
Industry Marketing and Advertising
Experience
Eaton Vance October 2013 - Present
Aquilent January 2013 - August 2013
Aquilent October 2011 - December 2012
Gibney, Anthony & Flaherty, LLP June 2009 - July 2011
Konanda Pharma Partners LLP July 2007 - June 2009
Skills
Digital Marketing, Social Media Marketing, Online Advertising, Web Content Management, HTML, Web Analytics, RedDot, Rhythmyx, Social Media, Legal Writing, Microsoft Office, Immigration Law, CSS, Legal Research
Education
Duke University 2003 — 2007
BA, European History
University of Maryland 2011 — 2012
Master's, Library and Information Science
Eaton Vance October 2013 - Present
Aquilent January 2013 - August 2013
Aquilent October 2011 - December 2012
Gibney, Anthony & Flaherty, LLP June 2009 - July 2011
Konanda Pharma Partners LLP July 2007 - June 2009
Skills
Digital Marketing, Social Media Marketing, Online Advertising, Web Content Management, HTML, Web Analytics, RedDot, Rhythmyx, Social Media, Legal Writing, Microsoft Office, Immigration Law, CSS, Legal Research
Education
Duke University 2003 — 2007
BA, European History
University of Maryland 2011 — 2012
Master's, Library and Information Science
Steven Widder's Eaton Vance Experience August 2001 - Present
Job Regional Vice President at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2001 - Present
UBS/ Paine Webber July 1998 - May 2001
MFS Investment Management 1983 - 1994
Skills
Investments, Series 65, Wealth Management, Series 7, Mutual Funds, Series 24, Series 63, Separately Managed..., Estate Planning, Asset Allocation, Series 6, Alternative Investments, Insurance, Securities, Investment Strategies, ETFs
Education
Ithaca College 1979 — 1983
B.S., Political Science, Business
Eaton Vance August 2001 - Present
UBS/ Paine Webber July 1998 - May 2001
MFS Investment Management 1983 - 1994
Skills
Investments, Series 65, Wealth Management, Series 7, Mutual Funds, Series 24, Series 63, Separately Managed..., Estate Planning, Asset Allocation, Series 6, Alternative Investments, Insurance, Securities, Investment Strategies, ETFs
Education
Ithaca College 1979 — 1983
B.S., Political Science, Business
Emily Coville's Eaton Vance Experience June 2011 - Present
Job Sales Systems Assistant at Eaton Vance
Industry Accounting
Experience
Eaton Vance June 2011 - Present
ALCO Advisors June 2009 - June 2011
Hire Partnership September 2010 - December 2010
PepperDash Technology Corp. May 2008 - August 2008
Road To Responsibility, Inc. May 2007 - August 2007
Education
Fairfield University 2005 — 2009
B.S., Accounting
Eaton Vance June 2011 - Present
ALCO Advisors June 2009 - June 2011
Hire Partnership September 2010 - December 2010
PepperDash Technology Corp. May 2008 - August 2008
Road To Responsibility, Inc. May 2007 - August 2007
Education
Fairfield University 2005 — 2009
B.S., Accounting
Harsh Vahalia's Eaton Vance Experience June 2010 - Present
Job Senior Documentum Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2010 - Present
Pfizer September 2003 - June 2010
Bell Labs Lucent Technologies January 2001 - July 2003
Skills
Requirements Analysis, Documentum, SDLC, SQL, SharePoint, Integration, Software Development, XML, Software Project..., Oracle, Business Analysis, Business Intelligence
Education
CFA Institute
CFA Program
Worcester Polytechnic Institute 1999 — 2001
Master of Science, Computer Science
Indian Institute of Technology, Bombay 1995 — 1999
Bachelor of Technology
Eaton Vance June 2010 - Present
Pfizer September 2003 - June 2010
Bell Labs Lucent Technologies January 2001 - July 2003
Skills
Requirements Analysis, Documentum, SDLC, SQL, SharePoint, Integration, Software Development, XML, Software Project..., Oracle, Business Analysis, Business Intelligence
Education
CFA Institute
CFA Program
Worcester Polytechnic Institute 1999 — 2001
Master of Science, Computer Science
Indian Institute of Technology, Bombay 1995 — 1999
Bachelor of Technology
Simon Reale's Eaton Vance Experience September 2013 - August 2014
Job Margin Associate at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott LLC September 2014 - Present
Eaton Vance September 2013 - August 2014
Eaton Vance September 2012 - August 2013
Rasky Baerlein Strategic Communications January 2012 - May 2012
Bisnow June 2011 - August 2011
Skills
Market Research, Finance, Microsoft Office, Microsoft Excel, Fixed Income, Cash Management, Spanish
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance and International Business, Cum Laude
2016 Level III Candidate in the CFA Program
Janney Montgomery Scott LLC September 2014 - Present
Eaton Vance September 2013 - August 2014
Eaton Vance September 2012 - August 2013
Rasky Baerlein Strategic Communications January 2012 - May 2012
Bisnow June 2011 - August 2011
Skills
Market Research, Finance, Microsoft Office, Microsoft Excel, Fixed Income, Cash Management, Spanish
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance and International Business, Cum Laude
2016 Level III Candidate in the CFA Program
Adam Homicz's Eaton Vance Experience 2015 - Present
Job Investment Management Attorney
Industry Law Practice
Experience
Eaton Vance 2015 - Present
Gottex Fund Management 2012 - 2015
Proskauer Rose LLP 2010 - 2010
Goodwin Procter LLP 2005 - 2010
Skills
Securities Regulation, Fund Formation, Corporate Law, Hedge Funds, Private Placements, Private Equity and..., Portfolio Management, Investment Management, Mutual Funds, Due Diligence
Education
Suffolk University Law School 2002 — 2005
JD, Law
Gettysburg College 1993 — 1997
BA
Eaton Vance 2015 - Present
Gottex Fund Management 2012 - 2015
Proskauer Rose LLP 2010 - 2010
Goodwin Procter LLP 2005 - 2010
Skills
Securities Regulation, Fund Formation, Corporate Law, Hedge Funds, Private Placements, Private Equity and..., Portfolio Management, Investment Management, Mutual Funds, Due Diligence
Education
Suffolk University Law School 2002 — 2005
JD, Law
Gettysburg College 1993 — 1997
BA
Melanie Kramer's Eaton Vance Experience April 2013 - Present
Job Business Systems Analyst at Eaton Vance Investment Management
Industry Financial Services
Experience
Eaton Vance April 2013 - Present
Fidelity Investments October 2007 - April 2013
Department of Conservation and Recreation June 2006 - August 2006
Skills
Financial Services, Agile Methodologies, Salesforce.com, Process Improvement, SDLC, Public Speaking, Program Management, Vendor Management, Analysis, CRM, Business Analysis, Risk Management, Customer Service, Leadership, Microsoft Office, Microsoft Excel
Education
University of Massachusetts, Amherst 2004 — 2007
Bachelors
Heidelberg University 2006 — 2006
Eaton Vance April 2013 - Present
Fidelity Investments October 2007 - April 2013
Department of Conservation and Recreation June 2006 - August 2006
Skills
Financial Services, Agile Methodologies, Salesforce.com, Process Improvement, SDLC, Public Speaking, Program Management, Vendor Management, Analysis, CRM, Business Analysis, Risk Management, Customer Service, Leadership, Microsoft Office, Microsoft Excel
Education
University of Massachusetts, Amherst 2004 — 2007
Bachelors
Heidelberg University 2006 — 2006
Simone Santiago's Eaton Vance Experience September 2001 - Present
Job Senior Municipal Bond Trader at Eaton Vance
Industry Investment Management
Experience
Eaton Vance September 2001 - Present
Skills
Series 7, Mutual Funds, Municipal Bonds, Bloomberg, Fixed Income, Bonds
Education
Emmanuel College
Bachelor of Science in Business Administration
Eaton Vance September 2001 - Present
Skills
Series 7, Mutual Funds, Municipal Bonds, Bloomberg, Fixed Income, Bonds
Education
Emmanuel College
Bachelor of Science in Business Administration
Daniel Murphy, CFA's Eaton Vance Experience December 2010 - June 2014
Job Associate Product Manager at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments June 2014 - Present
Eaton Vance December 2010 - June 2014
Eaton Vance December 2008 - March 2011
Education
Harvard University 2002 — 2006
Bachelor of Arts
John Hancock Investments June 2014 - Present
Eaton Vance December 2010 - June 2014
Eaton Vance December 2008 - March 2011
Education
Harvard University 2002 — 2006
Bachelor of Arts
Peter Njuguna's Eaton Vance Experience February 2012 - December 2014
Job Compliance Associate at Bracebridge Capital, LLC
Industry Investment Management
Experience
Bracebridge Capital, LLC December 2014 - Present
Eaton Vance February 2012 - December 2014
Eaton Vance Investment Managers August 2010 - February 2012
Eaton Vance April 2010 - August 2010
Matson Community Services January 2007 - March 2010
City of Fitchburg January 2009 - May 2009
Skills
Mutual Funds, CRM, Customer Service, Finance, Accounting, Sales, Research, Trading, Data Analysis, Market Research, Business Strategy, PowerPoint, Microsoft Excel, Microsoft Office
Education
Fitchburg State College 2005 — 2009
Bachelor of Science, Business Administration; International Business and Economics
Bracebridge Capital, LLC December 2014 - Present
Eaton Vance February 2012 - December 2014
Eaton Vance Investment Managers August 2010 - February 2012
Eaton Vance April 2010 - August 2010
Matson Community Services January 2007 - March 2010
City of Fitchburg January 2009 - May 2009
Skills
Mutual Funds, CRM, Customer Service, Finance, Accounting, Sales, Research, Trading, Data Analysis, Market Research, Business Strategy, PowerPoint, Microsoft Excel, Microsoft Office
Education
Fitchburg State College 2005 — 2009
Bachelor of Science, Business Administration; International Business and Economics
Walter Row's Eaton Vance Experience Portfolio ManagerState Street Research1990 - 1996
Job Fund Manager at Eaton Vance
Industry Investment Management
Experience
Eaton Vance Portfolio ManagerState Street Research1990 - 1996
Education
Harvard Business School 1988 — 1990
MBA, Business
Harvard Business School 1988 — 1990
MBA, Business
Yale University 1976 — 1980
BS
Eaton Vance Portfolio ManagerState Street Research1990 - 1996
Education
Harvard Business School 1988 — 1990
MBA, Business
Harvard Business School 1988 — 1990
MBA, Business
Yale University 1976 — 1980
BS
Jay Hadley's Eaton Vance Experience May 2011 - April 2013
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
Cornerstone Continuity Partners September 2014 - January 2015
J.P. Morgan June 2014 - August 2014
Pine Creek Partners February 2014 - June 2014
Mazama Capital Management June 2013 - July 2013
Eaton Vance May 2011 - April 2013
Eaton Vance January 2009 - April 2011
Kimpton Hotels October 2008 - December 2008
Complejo Creativo September 2006 - December 2006
Skills
Financial Modeling, Financial Analysis, Economics, Finance, Spanish, Accounting, Data Analysis, Leadership, Strategy, Investment Banking, Equity Research, Private Equity
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Western Washington University 2003 — 2008
B.A., Finance, International Business
J.P. Morgan July 2015 - Present
Cornerstone Continuity Partners September 2014 - January 2015
J.P. Morgan June 2014 - August 2014
Pine Creek Partners February 2014 - June 2014
Mazama Capital Management June 2013 - July 2013
Eaton Vance May 2011 - April 2013
Eaton Vance January 2009 - April 2011
Kimpton Hotels October 2008 - December 2008
Complejo Creativo September 2006 - December 2006
Skills
Financial Modeling, Financial Analysis, Economics, Finance, Spanish, Accounting, Data Analysis, Leadership, Strategy, Investment Banking, Equity Research, Private Equity
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Western Washington University 2003 — 2008
B.A., Finance, International Business
C. Christopher Comenos's Eaton Vance Experience May 2008 - September 2008
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Harvard Business School August 2015 - Present
Berkshire Partners August 2013 - August 2015
The Blackstone Group July 2011 - August 2013
The Blackstone Group June 2010 - August 2010
Highline Capital Management June 2009 - August 2009
Eaton Vance May 2008 - September 2008
Education
Harvard College 2007 — 2011
A.B., Economics, Government
Harvard Business School August 2015 - Present
Berkshire Partners August 2013 - August 2015
The Blackstone Group July 2011 - August 2013
The Blackstone Group June 2010 - August 2010
Highline Capital Management June 2009 - August 2009
Eaton Vance May 2008 - September 2008
Education
Harvard College 2007 — 2011
A.B., Economics, Government
Christopher Ng, CPA's Eaton Vance Experience October 2011 - November 2013
Job Investor Relations at Google
Industry Internet
Experience
Google September 2015 - Present
Google December 2013 - August 2015
Eaton Vance October 2011 - November 2013
PwC August 2008 - October 2011
Skills
Accounting, Internal Controls, GAAP, Auditing, Finance, Financial Statements, CPA, Financial Analysis, Financial Accounting, SEC Financial Reporting, Investments, XBRL, Stock Compensation, Cash Flow Statements
Education
Pepperdine University 2004 — 2008
Bachelor of Science, Accounting, 3.81
Hong Kong Baptist University
The Chinese University of Hong Kong
Mandarin
Google September 2015 - Present
Google December 2013 - August 2015
Eaton Vance October 2011 - November 2013
PwC August 2008 - October 2011
Skills
Accounting, Internal Controls, GAAP, Auditing, Finance, Financial Statements, CPA, Financial Analysis, Financial Accounting, SEC Financial Reporting, Investments, XBRL, Stock Compensation, Cash Flow Statements
Education
Pepperdine University 2004 — 2008
Bachelor of Science, Accounting, 3.81
Hong Kong Baptist University
The Chinese University of Hong Kong
Mandarin
Lindsay Dahlstrom's Eaton Vance Experience October 2012 - November 2013
Job Copy Editor and SEO Specialist at TechTarget
Industry Writing and Editing
Experience
TechTarget February 2014 - Present
Eaton Vance October 2012 - November 2013
ath Power Consulting November 2010 - May 2013
Bain & Company September 2012 - December 2012
NACD/Directorship May 2010 - July 2010
Dahlstrom & Company April 2006 - May 2010
Education
Hofstra University 2006 — 2010
Bachelor of Arts (B.A.), Journalism
Holliston High School
Holliston High School
TechTarget February 2014 - Present
Eaton Vance October 2012 - November 2013
ath Power Consulting November 2010 - May 2013
Bain & Company September 2012 - December 2012
NACD/Directorship May 2010 - July 2010
Dahlstrom & Company April 2006 - May 2010
Education
Hofstra University 2006 — 2010
Bachelor of Arts (B.A.), Journalism
Holliston High School
Holliston High School
Nina Bove's Eaton Vance Experience June 2007 - June 2008
Job VP, Project Manager at SSGM
Industry Information Technology and Services
Experience
SSGA July 2008 - November 2013
Eaton Vance June 2007 - June 2008
Eaton Vance June 2006 - July 2007
SSGA October 2004 - June 2006
Columbia Management Group (CMG) October 2000 - October 2004
Ocwen Technology Xchange (AMOS) July 1998 - October 2000
Mass Housing March 1995 - July 1998
Putnam Investments March 1987 - March 1995
Skills
Fixed Income, Human Resources, Trading
Education
Fitchburg State College
Bachelor's degree, Mathematics
SSGA July 2008 - November 2013
Eaton Vance June 2007 - June 2008
Eaton Vance June 2006 - July 2007
SSGA October 2004 - June 2006
Columbia Management Group (CMG) October 2000 - October 2004
Ocwen Technology Xchange (AMOS) July 1998 - October 2000
Mass Housing March 1995 - July 1998
Putnam Investments March 1987 - March 1995
Skills
Fixed Income, Human Resources, Trading
Education
Fitchburg State College
Bachelor's degree, Mathematics
David James Sacco, CPA's Eaton Vance Experience December 2012 - Present
Job Senior Real Estate Reporting Analyst at Eaton Vance
Industry Real Estate
Experience
Eaton Vance December 2012 - Present
PKF (Boston) P.C. July 2010 - December 2012
PKF (Boston) P.C. September 2007 - July 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2008
Master of Science (MS), Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Eaton Vance December 2012 - Present
PKF (Boston) P.C. July 2010 - December 2012
PKF (Boston) P.C. September 2007 - July 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2008
Master of Science (MS), Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group