Eaton Vance
Industry: Investment management company
DescriptionEaton Vance Corp. is one of the oldest investment management firms in the United States, with a history dating back to 1924. Eaton Vance and its affiliates offer individuals and institutions investment products and wealth management services and creation, marketing, and management of investment funds. AUM: US$422.316 billion as of 7/31/17 CEO: Thomas E. Faust Jr. (1 Nov 2007–) Headquarters: Boston, Massachusetts, United States Subsidiaries: Parametric Portfolio Associates LLC,
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Eaton Vance Employees
Employee
Years
Job
Industry
Amy Laliberte Amy Laliberte's Eaton Vance Experience November 2011 - Present
Job CBIP Certified Reporting Manager
Industry Information Services
Experience
Eaton Vance November 2011 - Present
Eaton Vance November 2010 - November 2011
Eaton Vance June 2010 - November 2010
Kenexa December 2007 - June 2010
Kenexa September 2006 - November 2007
Too Inc. April 2004 - August 2005
Skills
Dashboard, SQL, Business Intelligence, Business Analysis, Oracle Discoverer, OBIEE, Requirements Analysis, Crystal Reports, Data Migration, Data Warehousing, Databases, ETL, Leadership, Management, Oracle, Testing, Software Project..., SDLC
Education
Northeastern University 2005 — 2009
Eaton Vance November 2011 - Present
Eaton Vance November 2010 - November 2011
Eaton Vance June 2010 - November 2010
Kenexa December 2007 - June 2010
Kenexa September 2006 - November 2007
Too Inc. April 2004 - August 2005
Skills
Dashboard, SQL, Business Intelligence, Business Analysis, Oracle Discoverer, OBIEE, Requirements Analysis, Crystal Reports, Data Migration, Data Warehousing, Databases, ETL, Leadership, Management, Oracle, Testing, Software Project..., SDLC
Education
Northeastern University 2005 — 2009
Emin Rasulov Emin Rasulov's Eaton Vance Experience January 1999 - June 1999
Job Global Investor SelfEmployed
Industry Investment Management
Experience
Investment Management September 2011 - Present
Lombard Odier Investment Managers February 2009 - September 2011
Batterymarch Financial Management March 2002 - January 2009
Microsoft January 2000 - June 2000
Eaton Vance January 1999 - June 1999
Skills
Emerging Markets, EMEA, LATAM, Frontier Markets, Investment Management, Investment Analysis, Financial Analysis, Financial Modeling, Fundamental Analysis, Process-based Investment, Quantitative Investing, Technical Analysis, Asia, Risk Management, Client Communication, Hedging, Options, Long/Short Equity, Russian
Education
Northeastern University 1996 — 2001
Bachelor's Degree, Finance, Political Science
Investment Management September 2011 - Present
Lombard Odier Investment Managers February 2009 - September 2011
Batterymarch Financial Management March 2002 - January 2009
Microsoft January 2000 - June 2000
Eaton Vance January 1999 - June 1999
Skills
Emerging Markets, EMEA, LATAM, Frontier Markets, Investment Management, Investment Analysis, Financial Analysis, Financial Modeling, Fundamental Analysis, Process-based Investment, Quantitative Investing, Technical Analysis, Asia, Risk Management, Client Communication, Hedging, Options, Long/Short Equity, Russian
Education
Northeastern University 1996 — 2001
Bachelor's Degree, Finance, Political Science
Tom Huggins Tom Huggins's Eaton Vance Experience 2009 - 2012
Job Senior High Yield Portfolio Manager & Head Trader
Industry Investment Management
Experience
Legal & General Investment Management America 2013 - Present
Eaton Vance 2009 - 2012
Eaton Vance 1997 - 2012
Skills
Investment Management, Fixed Income Portfolio..., High Yield Bonds, Trading, Risk Management, Mutual Funds, Product Development, Investment Strategies
Education
Northeastern University 1987 — 1989
Bachelor of Science (BS), Economics
Stony Brook University 1985 — 1987
Bachelor of Science (BS), Economics
Legal & General Investment Management America 2013 - Present
Eaton Vance 2009 - 2012
Eaton Vance 1997 - 2012
Skills
Investment Management, Fixed Income Portfolio..., High Yield Bonds, Trading, Risk Management, Mutual Funds, Product Development, Investment Strategies
Education
Northeastern University 1987 — 1989
Bachelor of Science (BS), Economics
Stony Brook University 1985 — 1987
Bachelor of Science (BS), Economics
Emi Yajima Emi Yajima's Eaton Vance Experience January 2015 - Present
Job Mutual Fund Services Representative at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2015 - Present
Eaton Vance September 2014 - December 2014
Antenna Asia February 2014 - August 2014
Eaton Vance July 2012 - July 2013
Northeastern University February 2012 - July 2013
United World Enterprise May 2011 - August 2011
Baskin Robbins March 2010 - August 2010
Skills
PowerPoint, International Business, Microsoft Office, Market Research, Microsoft Excel, Outlook, Close Attention to..., Microsoft Word, Teamwork, Training
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business, Marketing, Japanese
Rikkyo University 2013 — 2014
Business Administration and Management, General
Glenda Dawson High School 2007 — 2010
High School Diploma
Eaton Vance January 2015 - Present
Eaton Vance September 2014 - December 2014
Antenna Asia February 2014 - August 2014
Eaton Vance July 2012 - July 2013
Northeastern University February 2012 - July 2013
United World Enterprise May 2011 - August 2011
Baskin Robbins March 2010 - August 2010
Skills
PowerPoint, International Business, Microsoft Office, Market Research, Microsoft Excel, Outlook, Close Attention to..., Microsoft Word, Teamwork, Training
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business, Marketing, Japanese
Rikkyo University 2013 — 2014
Business Administration and Management, General
Glenda Dawson High School 2007 — 2010
High School Diploma
Shaant Avanian Shaant Avanian's Eaton Vance Experience June 2005 - August 2005
Job Managing Director at Dolmama Restaurant Group
Industry Education Management
Experience
Dolmama Restaurant Group September 2014 - Present
Codman Academy Charter Public School August 2013 - August 2014
NYC Department of Education September 2007 - August 2013
Eaton Vance June 2005 - August 2005
Skills
Lesson Planning, Classroom Management, Curriculum Design, Mathematics Education, Curriculum Development, Educational Leadership, Differentiated..., Classroom, Tutoring, K-12, Educational Technology, Smartboard, Teacher Training, Special Education, Secondary Education, Algebra, Teaching, Literacy, Instructional Technology, Common Core State..., Curriculum Mapping
Education
Saint John's University 2007 — 2009
MS, Mathematics Teacher Education, 3.85
New York University 2002 — 2006
BA, Economics and Psychology, 3.82
Dolmama Restaurant Group September 2014 - Present
Codman Academy Charter Public School August 2013 - August 2014
NYC Department of Education September 2007 - August 2013
Eaton Vance June 2005 - August 2005
Skills
Lesson Planning, Classroom Management, Curriculum Design, Mathematics Education, Curriculum Development, Educational Leadership, Differentiated..., Classroom, Tutoring, K-12, Educational Technology, Smartboard, Teacher Training, Special Education, Secondary Education, Algebra, Teaching, Literacy, Instructional Technology, Common Core State..., Curriculum Mapping
Education
Saint John's University 2007 — 2009
MS, Mathematics Teacher Education, 3.85
New York University 2002 — 2006
BA, Economics and Psychology, 3.82
William Reardon William Reardon's Eaton Vance Experience December 2013 - Present
Job AVP, High Yield Portfolio Specialist at Eaton Vance
Industry Military
Experience
Eaton Vance December 2013 - Present
Allied Minds, Inc. October 2012 - December 2013
MIT Sloan School of Management August 2011 - June 2013
Naval Special Warfare Unit FOUR July 2009 - May 2011
Naval Special Warfare Development Group December 2006 - June 2009
SEAL Team EIGHT July 2001 - December 2006
Naval Special Warfare Center June 2000 - June 2001
Education
Massachusetts Institute of Technology 2011 — 2013
Master of Business Administration (M.B.A.)
Miami University 1996 — 2000
Bachelor of Arts, Political Science
Eaton Vance December 2013 - Present
Allied Minds, Inc. October 2012 - December 2013
MIT Sloan School of Management August 2011 - June 2013
Naval Special Warfare Unit FOUR July 2009 - May 2011
Naval Special Warfare Development Group December 2006 - June 2009
SEAL Team EIGHT July 2001 - December 2006
Naval Special Warfare Center June 2000 - June 2001
Education
Massachusetts Institute of Technology 2011 — 2013
Master of Business Administration (M.B.A.)
Miami University 1996 — 2000
Bachelor of Arts, Political Science
IBRAHIM BALOGUN's Eaton Vance Experience October 2011 - September 2014
Job Senior Analyst
Industry Investment Management
Experience
State Street November 2014 - Present
Eaton Vance October 2011 - September 2014
State Street July 2008 - March 2011
State Street May 2007 - July 2008
Skills
Mutual Fund Accounting,..., Attention to detail, Problem Solving, Accounting, Mutual Funds, Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, Investments, Strategic Financial...
Education
Northeastern University 2007 — 2009
Master of Science (MS), Management
Northeastern University 2005 — 2007
Bachelor of Science (BS), Business Management
State Street November 2014 - Present
Eaton Vance October 2011 - September 2014
State Street July 2008 - March 2011
State Street May 2007 - July 2008
Skills
Mutual Fund Accounting,..., Attention to detail, Problem Solving, Accounting, Mutual Funds, Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, Investments, Strategic Financial...
Education
Northeastern University 2007 — 2009
Master of Science (MS), Management
Northeastern University 2005 — 2007
Bachelor of Science (BS), Business Management
Lingyi Wu Lingyi Wu's Eaton Vance Experience 2011 - 2011
Job Tax Associate at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services January 2015 - Present
Deloitte February 2014 - 2015
Deloitte 2013 - 2013
Deloitte 2012 - 2012
Eaton Vance 2011 - 2011
Skills
Financial Analysis, Accounting, Internal Controls, Financial Reporting, Tax, Financial Accounting
Education
Northeastern University 2009 — 2013
Undergraduate, Finance and Accounting
Citco Fund Services January 2015 - Present
Deloitte February 2014 - 2015
Deloitte 2013 - 2013
Deloitte 2012 - 2012
Eaton Vance 2011 - 2011
Skills
Financial Analysis, Accounting, Internal Controls, Financial Reporting, Tax, Financial Accounting
Education
Northeastern University 2009 — 2013
Undergraduate, Finance and Accounting
Denise Tinsley's Eaton Vance Experience July 2013 - Present
Job Help Desk Analyst at Eaton Vance
Industry Information Technology and Services
Experience
Eaton Vance July 2013 - Present
Wellington Management April 2013 - July 2013
Eaton Vance Investment Management July 2012 - March 2013
Boston Medical Center October 2009 - January 2010
Filene's Basement April 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Public Speaking, Fundraising, Microsoft Excel, Volunteer Management, Microsoft Word, Event Planning, Youth Development, Research, Help Desk Support, Remote Desktop, VMware, Telephone Skills, Windows 7, Windows XP Pro, Internet Troubleshooting, Windows Remote Desktop, Blackberry, Android, iPhone, RSA SecurID, Troubleshooting, Technical Support, Active Directory, Customer Service, Desktop Computers, Laptops, Office 2010, Microsoft Office 2007, Blackberry Enterprise..., Windows 7 Migration, Software Installation, Remote Troubleshooting, VPN, Time Management, Windows Vista
Education
Year Up Inc. 2012 — 2013
Technical Certificate; B.S, Information Technology; Business Management
Lincoln Technical Institute-Somerville 2009 — 2010
certificate, Medical Administrative Assistant
Eaton Vance July 2013 - Present
Wellington Management April 2013 - July 2013
Eaton Vance Investment Management July 2012 - March 2013
Boston Medical Center October 2009 - January 2010
Filene's Basement April 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Public Speaking, Fundraising, Microsoft Excel, Volunteer Management, Microsoft Word, Event Planning, Youth Development, Research, Help Desk Support, Remote Desktop, VMware, Telephone Skills, Windows 7, Windows XP Pro, Internet Troubleshooting, Windows Remote Desktop, Blackberry, Android, iPhone, RSA SecurID, Troubleshooting, Technical Support, Active Directory, Customer Service, Desktop Computers, Laptops, Office 2010, Microsoft Office 2007, Blackberry Enterprise..., Windows 7 Migration, Software Installation, Remote Troubleshooting, VPN, Time Management, Windows Vista
Education
Year Up Inc. 2012 — 2013
Technical Certificate; B.S, Information Technology; Business Management
Lincoln Technical Institute-Somerville 2009 — 2010
certificate, Medical Administrative Assistant
Brad Littlehale Brad Littlehale's Eaton Vance Experience January 2012 - July 2012
Job Mutual Fund Accountant
Industry Financial Services
Experience
State Street February 2014 - Present
Brown Brothers Harriman October 2013 - December 2013
Eaton Vance January 2012 - July 2012
Martin, Magnuson, McCarthy, & Kenney January 2011 - July 2011
Skills
Teamwork, SPSS, Qualtrics, Public Speaking, Windows, Facebook, Data Analysis, Access, Microsoft Word, Microsoft Excel, PowerPoint, SalesPage, Confluence
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration
State Street February 2014 - Present
Brown Brothers Harriman October 2013 - December 2013
Eaton Vance January 2012 - July 2012
Martin, Magnuson, McCarthy, & Kenney January 2011 - July 2011
Skills
Teamwork, SPSS, Qualtrics, Public Speaking, Windows, Facebook, Data Analysis, Access, Microsoft Word, Microsoft Excel, PowerPoint, SalesPage, Confluence
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration
Maureen Prassas Maureen Prassas's Eaton Vance Experience August 2014 - Present
Job Internal Audit Assistant at Eaton Vance
Industry Accounting
Experience
Eaton Vance August 2014 - Present
The MENTOR Network July 2014 - August 2014
Promoboxx February 2014 - May 2014
The MENTOR Network July 2013 - December 2013
Northeastern University September 2012 - April 2013
Matson Driscoll & Damico January 2012 - June 2012
Boston Beer Company January 2011 - July 2011
Good Samaritan Hospital August 2010 - August 2010
Pacific Theatres May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Forensic Accounting, Internal Audit, Reconciliations, Journal Entries, Spreadsheets, Microsoft Word, Business Analysis, Account Reconciliation, Accounting, Auditing, Time Management, Process Improvement
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Mira Costa High School
Eaton Vance August 2014 - Present
The MENTOR Network July 2014 - August 2014
Promoboxx February 2014 - May 2014
The MENTOR Network July 2013 - December 2013
Northeastern University September 2012 - April 2013
Matson Driscoll & Damico January 2012 - June 2012
Boston Beer Company January 2011 - July 2011
Good Samaritan Hospital August 2010 - August 2010
Pacific Theatres May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Forensic Accounting, Internal Audit, Reconciliations, Journal Entries, Spreadsheets, Microsoft Word, Business Analysis, Account Reconciliation, Accounting, Auditing, Time Management, Process Improvement
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Mira Costa High School
Peter Sykes Peter Sykes's Eaton Vance Experience March 1998 - February 2002
Job Regional Business Consultant at James Alpha Management
Industry Financial Services
Experience
James Alpha Management March 2015 - Present
Putnam Investments July 2012 - September 2014
Rydex/SGI February 2002 - September 2011
Eaton Vance March 1998 - February 2002
GT Global December 1990 - March 1998
Skills
Alternative Investments, Mutual Funds, Series 7, ETFs, Series 63, Asset Allocation, Investments, Asset Managment, Investment Strategies, Wealth Management, Fixed Income, Equities, Financial Services, Investment Advisory, Financial Advisory, Securities, Finance
Education
Lehigh University 1979 — 1984
BSME, Mechanical Engineering
James Alpha Management March 2015 - Present
Putnam Investments July 2012 - September 2014
Rydex/SGI February 2002 - September 2011
Eaton Vance March 1998 - February 2002
GT Global December 1990 - March 1998
Skills
Alternative Investments, Mutual Funds, Series 7, ETFs, Series 63, Asset Allocation, Investments, Asset Managment, Investment Strategies, Wealth Management, Fixed Income, Equities, Financial Services, Investment Advisory, Financial Advisory, Securities, Finance
Education
Lehigh University 1979 — 1984
BSME, Mechanical Engineering
Jeffrey Feccia's Eaton Vance Experience September 2014 - Present
Job Fund Administration Associate at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2014 - Present
State Street Bank November 2013 - August 2014
Preston Marketing Concepts July 2011 - January 2014
State Street Bank January 2013 - October 2013
Konica Minolta Business Solutions U.S.A., Inc. February 2012 - January 2013
Pier Realty, Rhode Island October 2010 - June 2011
Schneider Electric September 2010 - June 2011
University of Rhode Island September 2010 - May 2011
University of Rhode Island September 2008 - May 2010
Skills
Microsoft Office, Advertising, Public Speaking, Promotions, Customer Relations, Team Building, New Business Development, Social Media, PowerPoint, Market Planning, Event Planning, Event Management, Market Research, Word, Social Media Marketing, Marketing Communications, Marketing Strategy, Excel, Event Marketing, Customer Service, Online Marketing, Public Relations, Merchandising, Facebook, Social Networking, Research, Outlook, Marketing Management, Account Management, Strategic Planning, Mentoring, Photoshop, Problem Solving, Negotiation, Press Releases, Brand Development, Product Marketing, Teamwork, Direct Marketing, Blogging, Product Development, Media Relations, Graphic Design, Writing, Inventory Management, Email Marketing, Mac, Trade Shows, Team Leadership, Budgeting
Education
University of Massachusetts Boston 2015 — 2015
Master of Business Administration (MBA), International Business
Suffolk University - Sawyer Business School 2014 — 2015
Master of Business Administration (MBA), International Business Management, GPA 3.93
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelors of Science, Business Administration with concentrations in Economic Security and Risk Management
Macquarie University 2009 — 2009
International Study, Marketing
Algonquin Regional High School 2003 — 2007
High School Diploma, General
Eaton Vance September 2014 - Present
State Street Bank November 2013 - August 2014
Preston Marketing Concepts July 2011 - January 2014
State Street Bank January 2013 - October 2013
Konica Minolta Business Solutions U.S.A., Inc. February 2012 - January 2013
Pier Realty, Rhode Island October 2010 - June 2011
Schneider Electric September 2010 - June 2011
University of Rhode Island September 2010 - May 2011
University of Rhode Island September 2008 - May 2010
Skills
Microsoft Office, Advertising, Public Speaking, Promotions, Customer Relations, Team Building, New Business Development, Social Media, PowerPoint, Market Planning, Event Planning, Event Management, Market Research, Word, Social Media Marketing, Marketing Communications, Marketing Strategy, Excel, Event Marketing, Customer Service, Online Marketing, Public Relations, Merchandising, Facebook, Social Networking, Research, Outlook, Marketing Management, Account Management, Strategic Planning, Mentoring, Photoshop, Problem Solving, Negotiation, Press Releases, Brand Development, Product Marketing, Teamwork, Direct Marketing, Blogging, Product Development, Media Relations, Graphic Design, Writing, Inventory Management, Email Marketing, Mac, Trade Shows, Team Leadership, Budgeting
Education
University of Massachusetts Boston 2015 — 2015
Master of Business Administration (MBA), International Business
Suffolk University - Sawyer Business School 2014 — 2015
Master of Business Administration (MBA), International Business Management, GPA 3.93
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelors of Science, Business Administration with concentrations in Economic Security and Risk Management
Macquarie University 2009 — 2009
International Study, Marketing
Algonquin Regional High School 2003 — 2007
High School Diploma, General
Ryan Jenkins Ryan Jenkins's Eaton Vance Experience March 2015 - Present
Job VP, Director of UIT Product Development
Industry Financial Services
Experience
Eaton Vance March 2015 - Present
TS Capital, LLC August 2012 - March 2015
Matrix Capital Group July 2008 - July 2012
Oppenhimer @ Co. Inc. September 2006 - May 2008
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Microsoft Office, Unit Trusts, Closed-end Funds, Mutual Funds, CD, Bonds, Fixed Income, Portfolio Management, ETFs, Capital Markets, Product Management, Product Development, Trading Systems, FINRA, Hedge Funds, Trading, Alternative Investments, Structured Products, Asset Allocation, Series 24, Equities, Wealth Management, Asset Management, Securities, Investment Management, Financial Advisory, Investments
Education
Stony Brook University
Bachelor of Arts
Landmark Education 2011 — 2012
Sayville High School
Eaton Vance March 2015 - Present
TS Capital, LLC August 2012 - March 2015
Matrix Capital Group July 2008 - July 2012
Oppenhimer @ Co. Inc. September 2006 - May 2008
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Microsoft Office, Unit Trusts, Closed-end Funds, Mutual Funds, CD, Bonds, Fixed Income, Portfolio Management, ETFs, Capital Markets, Product Management, Product Development, Trading Systems, FINRA, Hedge Funds, Trading, Alternative Investments, Structured Products, Asset Allocation, Series 24, Equities, Wealth Management, Asset Management, Securities, Investment Management, Financial Advisory, Investments
Education
Stony Brook University
Bachelor of Arts
Landmark Education 2011 — 2012
Sayville High School
Tom Martin, CFA Tom Martin, CFA's Eaton Vance Experience April 2010 - August 2010
Job Investment Strategy Analyst at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman December 2011 - Present
Eaton Vance April 2010 - August 2010
State Street Investment Analytics January 2007 - August 2009
Mellon Financial July 2004 - January 2007
Skills
Fixed Income, Investments, Asset Allocation, Investment Strategies, Wealth Management, Financial Modeling, Bloomberg, Valuation, Financial Reporting, Equities, Asset Managment, Financial Analysis, Portfolio Management, Financial Risk
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Finance
Trinity College-Hartford 2000 — 2004
BA, Economics
Sea Education Association 2002 — 2002
Oceanography, Nautical Science
Belmont Hill 1994 — 2000
Brown Brothers Harriman December 2011 - Present
Eaton Vance April 2010 - August 2010
State Street Investment Analytics January 2007 - August 2009
Mellon Financial July 2004 - January 2007
Skills
Fixed Income, Investments, Asset Allocation, Investment Strategies, Wealth Management, Financial Modeling, Bloomberg, Valuation, Financial Reporting, Equities, Asset Managment, Financial Analysis, Portfolio Management, Financial Risk
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Finance
Trinity College-Hartford 2000 — 2004
BA, Economics
Sea Education Association 2002 — 2002
Oceanography, Nautical Science
Belmont Hill 1994 — 2000
John Vaughan, JD, CAIA, CPWA's Eaton Vance Experience 2007 - 2010
Job Northeast Regional Director, James Alpha Management
Industry Investment Management
Experience
James Alpha Management James Alpha Management is a family office and diversified asset management firm specializing in identifying, seeding, and growing alternative investment strategies for institutional and individual investors. We search out top managers in the alternatives space with deep domain expertise and a proven and repeatable investment process, invest a significant amount of capital in each strategy and provide the ongoing operational, management and sales support to grow assets under management and build successful partnerships.Senior Vice President, Portfolio StrategistDirexion InvestmentsJune 2014 - August 2015
Salient Partners 2012 - June 2014
Hatteras Funds 2010 - 2012
Eaton Vance 2007 - 2010
Eaton Vance 1999 - 2007
Citizens Bank 1998 - 1999
Commonwealth of Massachusetts 1996 - 1998
Commonwealth of Massachusetts 1994 - 1996
Eaton Vance 1991 - 1994
Fidelity Investments 1986 - 1991
Skills
Alternative Investments, Investments, Hedge Funds, Investment Strategies
Education
CAIA Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst (CAIA)
University of Chicago Graduate School of Business 2008 — 2008
Chartered Private Wealth Advisor (CPWA) IMCA
New England School of Law 1990 — 1994
Juris Doctorate (JD)
Lake Forest College
Bachelor's degree
Phillips Andover Academy
James Alpha Management James Alpha Management is a family office and diversified asset management firm specializing in identifying, seeding, and growing alternative investment strategies for institutional and individual investors. We search out top managers in the alternatives space with deep domain expertise and a proven and repeatable investment process, invest a significant amount of capital in each strategy and provide the ongoing operational, management and sales support to grow assets under management and build successful partnerships.Senior Vice President, Portfolio StrategistDirexion InvestmentsJune 2014 - August 2015
Salient Partners 2012 - June 2014
Hatteras Funds 2010 - 2012
Eaton Vance 2007 - 2010
Eaton Vance 1999 - 2007
Citizens Bank 1998 - 1999
Commonwealth of Massachusetts 1996 - 1998
Commonwealth of Massachusetts 1994 - 1996
Eaton Vance 1991 - 1994
Fidelity Investments 1986 - 1991
Skills
Alternative Investments, Investments, Hedge Funds, Investment Strategies
Education
CAIA Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst (CAIA)
University of Chicago Graduate School of Business 2008 — 2008
Chartered Private Wealth Advisor (CPWA) IMCA
New England School of Law 1990 — 1994
Juris Doctorate (JD)
Lake Forest College
Bachelor's degree
Phillips Andover Academy
Daniella A. Simone's Eaton Vance Experience October 2014 - Present
Job Financial Reporting Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance October 2014 - Present
J.P. Morgan January 2013 - October 2014
OpFocus, Inc. September 2011 - September 2012
Skills
Financial Reporting, Microsoft Excel, Salesforce.com, Mathematics, Problem Solving, Mutual Funds, Bloomberg, Analysis, Data Analysis, Management, Sales, Social Media
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Mathematics
University of Pennsylvania 2007 — 2007
Central High School 2002 — 2006
High School Diploma
Eaton Vance October 2014 - Present
J.P. Morgan January 2013 - October 2014
OpFocus, Inc. September 2011 - September 2012
Skills
Financial Reporting, Microsoft Excel, Salesforce.com, Mathematics, Problem Solving, Mutual Funds, Bloomberg, Analysis, Data Analysis, Management, Sales, Social Media
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Mathematics
University of Pennsylvania 2007 — 2007
Central High School 2002 — 2006
High School Diploma
Marissa Korn's Eaton Vance Experience July 2015 - Present
Job Editorial Services Coop at Eaton Vance
Industry Public Policy
Experience
Eaton Vance July 2015 - Present
Northeastern University January 2015 - Present
Northeastern University Economics Society September 2014 - May 2015
Barbara Lee Political Office July 2014 - December 2014
Sarasota County Government June 2013 - June 2014
Girls' LEAP September 2013 - May 2014
Northeastern Peer Tutoring Center January 2013 - May 2014
Girls' LEAP December 2012 - May 2013
Local Coffee and Tea October 2011 - August 2012
Skills
Public Speaking, Research, Political Campaigns, SPSS, PowerPoint, Microsoft Excel, Civic Engagement, Events Organisation, Public Policy, Editing, Report Writing, Calculus, Databases, Gender Studies, Politics, Government, Nonprofits, Media Relations, Fundraising, Financial Research, Economic Modeling, Digital Media
Education
Northeastern University 2012 — 2016
Bachelor's Degree, Political Science/Economics, GPA: 3.9
Eaton Vance July 2015 - Present
Northeastern University January 2015 - Present
Northeastern University Economics Society September 2014 - May 2015
Barbara Lee Political Office July 2014 - December 2014
Sarasota County Government June 2013 - June 2014
Girls' LEAP September 2013 - May 2014
Northeastern Peer Tutoring Center January 2013 - May 2014
Girls' LEAP December 2012 - May 2013
Local Coffee and Tea October 2011 - August 2012
Skills
Public Speaking, Research, Political Campaigns, SPSS, PowerPoint, Microsoft Excel, Civic Engagement, Events Organisation, Public Policy, Editing, Report Writing, Calculus, Databases, Gender Studies, Politics, Government, Nonprofits, Media Relations, Fundraising, Financial Research, Economic Modeling, Digital Media
Education
Northeastern University 2012 — 2016
Bachelor's Degree, Political Science/Economics, GPA: 3.9
Katherine Kennedy's Eaton Vance Experience January 2008 - Present
Job Marketing Manager at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2008 - Present
Eaton Vance June 2007 - January 2008
Eaton Vance May 2006 - June 2007
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Northeastern University 2001 — 2006
Bachelor of Science in Business Administration, Marketing/Finance
Eaton Vance January 2008 - Present
Eaton Vance June 2007 - January 2008
Eaton Vance May 2006 - June 2007
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Northeastern University 2001 — 2006
Bachelor of Science in Business Administration, Marketing/Finance
Nate Audette Nate Audette's Eaton Vance Experience 2004 - 2004
Job Energy Efficiency Sales Executive at NSTAR
Industry Environmental Services
Experience
NSTAR, now Eversource Energy April 2013 - Present
Schneider Electric July 2007 - April 2013
American Standard 2006 - 2006
Walt Disney World January 2005 - June 2005
Eaton Vance 2004 - 2004
Eaton Vance 2004 - 2004
Skills
Energy Conservation, Strategic Planning, Solution Selling, Energy Efficiency, Energy Industry, Energy Management, Creative Solutions, New Business Development, Marketing Strategy, Sales, Energy, Training, Procurement, Leadership, Business Development
Education
Northeastern University 2002 — 2007
BS in Business Administration, Marketing
NSTAR, now Eversource Energy April 2013 - Present
Schneider Electric July 2007 - April 2013
American Standard 2006 - 2006
Walt Disney World January 2005 - June 2005
Eaton Vance 2004 - 2004
Eaton Vance 2004 - 2004
Skills
Energy Conservation, Strategic Planning, Solution Selling, Energy Efficiency, Energy Industry, Energy Management, Creative Solutions, New Business Development, Marketing Strategy, Sales, Energy, Training, Procurement, Leadership, Business Development
Education
Northeastern University 2002 — 2007
BS in Business Administration, Marketing
Frazer Anderson Frazer Anderson's Eaton Vance Experience June 2012 - August 2012
Job Hedge Fund Research Intern at SCS Financial
Industry International Trade and Development
Experience
SCS Financial May 2015 - Present
Monadnock Conservancy June 2005 - Present
Eaton Vance June 2012 - August 2012
The Permanent Representation of Belgium to the EU June 2011 - July 2011
en-Gauge Inc. June 2010 - August 2010
James Rodriguez Hardscapes June 2007 - August 2007
Skills
Microsoft Excel, Market Research, Economics, Investments, Research, Microsoft Word, Social Media, Analysis, Sales, Risk Management, Event Planning, Leadership
Education
McGill University 2014 — 2016
Master's Degree, Economics
MCGILL UNIVERSITY, Faculty of Arts 2009 — 2013
Bachelor of Arts, Economics, International Development
MCGILL UNIVERSITY, Faculty of Arts 2009 — 2013
Bachelor of Arts; graduate, Economics; 2013
Pingree School 2005 — 2009
High School Diploma, Liberal Arts
Brookwood School 1995 — 2005
Elementary Diploma
Pingree School
SCS Financial May 2015 - Present
Monadnock Conservancy June 2005 - Present
Eaton Vance June 2012 - August 2012
The Permanent Representation of Belgium to the EU June 2011 - July 2011
en-Gauge Inc. June 2010 - August 2010
James Rodriguez Hardscapes June 2007 - August 2007
Skills
Microsoft Excel, Market Research, Economics, Investments, Research, Microsoft Word, Social Media, Analysis, Sales, Risk Management, Event Planning, Leadership
Education
McGill University 2014 — 2016
Master's Degree, Economics
MCGILL UNIVERSITY, Faculty of Arts 2009 — 2013
Bachelor of Arts, Economics, International Development
MCGILL UNIVERSITY, Faculty of Arts 2009 — 2013
Bachelor of Arts; graduate, Economics; 2013
Pingree School 2005 — 2009
High School Diploma, Liberal Arts
Brookwood School 1995 — 2005
Elementary Diploma
Pingree School
Pam Gillespie Pam Gillespie's Eaton Vance Experience 2008 - 2010
Job Outreach Worker at Billerica Council on Aging
Industry Marketing and Advertising
Experience
Billerica Council on Aging November 2013 - Present
Eaton Vance 2008 - 2010
Community Newspaper Company 1994 - 2007
Education
Lasell College 1972 — 1974
Associate of Arts, Fine Arts
University of Bridgeport
Bachelor of Fine Arts, Graphic Design
Billerica Council on Aging November 2013 - Present
Eaton Vance 2008 - 2010
Community Newspaper Company 1994 - 2007
Education
Lasell College 1972 — 1974
Associate of Arts, Fine Arts
University of Bridgeport
Bachelor of Fine Arts, Graphic Design
Stephanie (DesRuisseau) McEvoy, CPA Stephanie (DesRuisseau) McEvoy, CPA's Eaton Vance Experience November 2007 - Present
Job Assistant Vice President Manager of Internal Reporting and Analysis at Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2007 - Present
Fidelity Investments 2000 - 2007
Skills
Financial Modeling, Financial Analysis, Finance, Essbase, Financial Reporting, Forecasting, Reporting & Analysis, Strategic Financial..., Hyperion Enterprise, Valuation, Equity Plans, Stock Plan..., Financial Planning, Investments, Mutual Funds
Education
Suffolk University - Sawyer School of Management 2011 — 2012
Graduate Diploma in Professional Accounting, Accounting
Suffolk University - Sawyer Business School 2001 — 2006
Masters of Finance, Finance
Suffolk University - Sawyer Business School 2001 — 2006
MBA, Business
Merrimack College 1997 — 2000
Business Administration, Finance
Academy of Notre Dame 1990 — 1994
St. Augustine's
St. Augustine's
Eaton Vance November 2007 - Present
Fidelity Investments 2000 - 2007
Skills
Financial Modeling, Financial Analysis, Finance, Essbase, Financial Reporting, Forecasting, Reporting & Analysis, Strategic Financial..., Hyperion Enterprise, Valuation, Equity Plans, Stock Plan..., Financial Planning, Investments, Mutual Funds
Education
Suffolk University - Sawyer School of Management 2011 — 2012
Graduate Diploma in Professional Accounting, Accounting
Suffolk University - Sawyer Business School 2001 — 2006
Masters of Finance, Finance
Suffolk University - Sawyer Business School 2001 — 2006
MBA, Business
Merrimack College 1997 — 2000
Business Administration, Finance
Academy of Notre Dame 1990 — 1994
St. Augustine's
St. Augustine's
Abigail Torrisi Abigail Torrisi's Eaton Vance Experience June 2015 - Present
Job Miami University Farmer School of Business
Industry Investment Management
Experience
Eaton Vance June 2015 - Present
Jackson Lumber and Millwork 2012 - May 2015
Skills
Marketing, Qualtrics, Marketing Research
Education
Miami University 2012 — 2016
Business Administration and Management, General
Pentucket Regional High School 2009 — 2012
Eaton Vance June 2015 - Present
Jackson Lumber and Millwork 2012 - May 2015
Skills
Marketing, Qualtrics, Marketing Research
Education
Miami University 2012 — 2016
Business Administration and Management, General
Pentucket Regional High School 2009 — 2012
Beth Ritter Beth Ritter's Eaton Vance Experience July 2006 - December 2006
Job Marketing Manager at SOHO Publishing
Industry Marketing and Advertising
Experience
SOHO Publishing November 2011 - Present
SoHo Publishing August 2010 - November 2011
Guggenheim Museum June 2009 - August 2009
Merrill Lynch July 2007 - December 2007
Eaton Vance July 2006 - December 2006
Skills
Marketing, Social Media Marketing, Social Media, Social Networking, Editing, Event Management, Email Marketing, Event Planning, Public Relations, Advertising, Copywriting, Facebook, Marketing Communications, Marketing Strategy
Education
Northeastern University 2003 — 2008
BSBA, Marketing, Management
SOHO Publishing November 2011 - Present
SoHo Publishing August 2010 - November 2011
Guggenheim Museum June 2009 - August 2009
Merrill Lynch July 2007 - December 2007
Eaton Vance July 2006 - December 2006
Skills
Marketing, Social Media Marketing, Social Media, Social Networking, Editing, Event Management, Email Marketing, Event Planning, Public Relations, Advertising, Copywriting, Facebook, Marketing Communications, Marketing Strategy
Education
Northeastern University 2003 — 2008
BSBA, Marketing, Management
Heather (Cunningham) Ostrowski, CPA Heather (Cunningham) Ostrowski, CPA's Eaton Vance Experience November 2012 - July 2014
Job Assistant Property Controller at Northland Investment Corporation
Industry Investment Management
Experience
Northland Investment Corporation April 2015 - Present
State Street Alternative Investment Solutions January 2015 - March 2015
Eaton Vance November 2012 - July 2014
Alcion Ventures, L.P. October 2011 - November 2012
AEW Capital Management, L.P. March 2005 - October 2011
Fidelity Investments October 2003 - February 2005
PricewaterhouseCoopers October 1999 - October 2003
Skills
Accounting, Financial Reporting, Budgets, Real Estate, Asset Management, Alternative Investments, Investment Management, Real Estate Transactions, Controllers, Variance Analysis, Monthly Close, Fair Value, Partnerships, US GAAP, Compliance, Lines Of Credit, Acquisitions, Property Disposition, Real Estate Due..., LLC, Venture Capital, Private Equity, Hedge Funds, CPA, Auditing
Education
Northeastern University 1998 — 1999
MS / MBA, Accounting / Business Adminstration
Wesleyan University 1994 — 1998
Bachelor of Arts (BA), Economics and Government
Northland Investment Corporation April 2015 - Present
State Street Alternative Investment Solutions January 2015 - March 2015
Eaton Vance November 2012 - July 2014
Alcion Ventures, L.P. October 2011 - November 2012
AEW Capital Management, L.P. March 2005 - October 2011
Fidelity Investments October 2003 - February 2005
PricewaterhouseCoopers October 1999 - October 2003
Skills
Accounting, Financial Reporting, Budgets, Real Estate, Asset Management, Alternative Investments, Investment Management, Real Estate Transactions, Controllers, Variance Analysis, Monthly Close, Fair Value, Partnerships, US GAAP, Compliance, Lines Of Credit, Acquisitions, Property Disposition, Real Estate Due..., LLC, Venture Capital, Private Equity, Hedge Funds, CPA, Auditing
Education
Northeastern University 1998 — 1999
MS / MBA, Accounting / Business Adminstration
Wesleyan University 1994 — 1998
Bachelor of Arts (BA), Economics and Government
Lavanya Ganesh's Eaton Vance Experience June 2014 - August 2014
Job Brand Specialist at Amazon
Industry Retail
Experience
Amazon July 2015 - Present
Eaton Vance June 2014 - August 2014
The Freedom Project at Wellesley College September 2012 - January 2014
Wellesley College September 2012 - January 2014
The Henry Jackson Society June 2013 - July 2013
KPMG May 2012 - July 2012
Skills
Research, Public Speaking, Social Media, Fundraising, Policy Analysis, Market Research, Microsoft Excel, Stata, Microsoft Office, Qualitative Research
Education
Wellesley College 2011 — 2015
Economics, Political Science
Universidad de Córdoba 2013 — 2014
Facultad de Filisofía y Letras, Programa de Estudios Hispánicos en Córdoba (PRESHCO)
West Windsor Plainsboro High School North 2008 — 2011
Massachusetts Institute of Technology
Amazon July 2015 - Present
Eaton Vance June 2014 - August 2014
The Freedom Project at Wellesley College September 2012 - January 2014
Wellesley College September 2012 - January 2014
The Henry Jackson Society June 2013 - July 2013
KPMG May 2012 - July 2012
Skills
Research, Public Speaking, Social Media, Fundraising, Policy Analysis, Market Research, Microsoft Excel, Stata, Microsoft Office, Qualitative Research
Education
Wellesley College 2011 — 2015
Economics, Political Science
Universidad de Córdoba 2013 — 2014
Facultad de Filisofía y Letras, Programa de Estudios Hispánicos en Córdoba (PRESHCO)
West Windsor Plainsboro High School North 2008 — 2011
Massachusetts Institute of Technology
David Ly David Ly's Eaton Vance Experience June 2011 - August 2011
Job TRUE
Industry Telecommunications
Experience
MIT Sloan School of Management 2010 - 2012
Eaton Vance June 2011 - August 2011
Barclays April 2008 - April 2010
Fitch Ratings November 2006 - March 2008
PricewaterhouseCoopers September 2004 - October 2006
Education
2010 — 2012
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA
CFA Institute 2008 — 2010
Ingénieur
MBA
MIT Sloan School of Management 2010 - 2012
Eaton Vance June 2011 - August 2011
Barclays April 2008 - April 2010
Fitch Ratings November 2006 - March 2008
PricewaterhouseCoopers September 2004 - October 2006
Education
2010 — 2012
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA
CFA Institute 2008 — 2010
Ingénieur
MBA
Edward Rakeman Edward Rakeman's Eaton Vance Experience 1996 - 1996
Job Senior Manager, Financial Planning & Analysis at Dassault Systemes Simulia Corp.
Industry Computer Software
Experience
Dassault Systemes Simulia Corp. January 2011 - Present
Dassault Systemes Simulia Corp. March 2004 - June 2012
Grand Circle Corporation August 1999 - March 2004
Eaton Vance 1996 - 1996
Skills
Financial Planning &..., Financial Systems, Budget Process, Forecasting, Strategic Financial..., Cognos TM1, Analysis, Fixed Assets, Business Intelligence, Business Analysis, Process Improvement, Financial Analysis, Variance Analysis, Finance, Revenue Recognition, TM1, Financial Planning, Management, Budgets, Strategic Planning
Education
Northeastern University 1997 — 1998
MA, Economics
Stonehill College 1992 — 1996
BA, Economics
Dassault Systemes Simulia Corp. January 2011 - Present
Dassault Systemes Simulia Corp. March 2004 - June 2012
Grand Circle Corporation August 1999 - March 2004
Eaton Vance 1996 - 1996
Skills
Financial Planning &..., Financial Systems, Budget Process, Forecasting, Strategic Financial..., Cognos TM1, Analysis, Fixed Assets, Business Intelligence, Business Analysis, Process Improvement, Financial Analysis, Variance Analysis, Finance, Revenue Recognition, TM1, Financial Planning, Management, Budgets, Strategic Planning
Education
Northeastern University 1997 — 1998
MA, Economics
Stonehill College 1992 — 1996
BA, Economics
Cady Lee Cady Lee's Eaton Vance Experience January 2014 - June 2014
Job KKR & Co. L.P.
Industry Investment Management
Experience
KKR January 2015 - Present
O'Brien Management, LLC July 2014 - October 2014
Eaton Vance January 2014 - June 2014
In The Pink Stores, Inc. October 2013 - January 2014
InterContinental Hotels Group February 2013 - June 2013
State Street July 2011 - December 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Sales, QuickBooks, Investments, Bloomberg, Portfolio Management, Management, Auditing, Financial Analysis, Analysis, Equities, Social Media
Education
Northeastern University 2009 — 2014
Bachelor of Science, International Business; Finance, 3.64
Shenzhen University 2012 — 2013
Business
Holliston High School 2005 — 2009
KKR January 2015 - Present
O'Brien Management, LLC July 2014 - October 2014
Eaton Vance January 2014 - June 2014
In The Pink Stores, Inc. October 2013 - January 2014
InterContinental Hotels Group February 2013 - June 2013
State Street July 2011 - December 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Sales, QuickBooks, Investments, Bloomberg, Portfolio Management, Management, Auditing, Financial Analysis, Analysis, Equities, Social Media
Education
Northeastern University 2009 — 2014
Bachelor of Science, International Business; Finance, 3.64
Shenzhen University 2012 — 2013
Business
Holliston High School 2005 — 2009
Sam Scholz Sam Scholz's Eaton Vance Experience August 2000 - Present
Job Multimedia Director
Industry Financial Services
Experience
Eaton Vance August 2000 - Present
vanagon fixer 2000 - 2014
vanagon fixer 2000 - 2014
vanagon fixer 2000 - 2014
Caregroup April 1996 - August 2000
Stratus Computer June 1991 - June 1996
Skills
Brightcove, Final Cut Pro, Digital Photography, Video, Web Content Management, Editing, Social Media, Video Production, Adobe Creative Suite, Graphic Design, Mac OS X, InDesign, HTML, Dreamweaver, Photoshop, Wordpress, Microsoft Office, Illustrator, Adobe Acrobat, Flash, QuarkXPress, Project Management, User Experience, Email Marketing, Content Management, Multimedia
Education
University of Massachusetts Lowell 1996 — 1996
Mulitmedia Certificate, Multimedia, A
Massachusetts College of Art 1981 — 1984
BFA, Film / Illustration / Commercial Animatio
Emerson College 1978 — 1981
Film, Public Speaking
Eaton Vance August 2000 - Present
vanagon fixer 2000 - 2014
vanagon fixer 2000 - 2014
vanagon fixer 2000 - 2014
Caregroup April 1996 - August 2000
Stratus Computer June 1991 - June 1996
Skills
Brightcove, Final Cut Pro, Digital Photography, Video, Web Content Management, Editing, Social Media, Video Production, Adobe Creative Suite, Graphic Design, Mac OS X, InDesign, HTML, Dreamweaver, Photoshop, Wordpress, Microsoft Office, Illustrator, Adobe Acrobat, Flash, QuarkXPress, Project Management, User Experience, Email Marketing, Content Management, Multimedia
Education
University of Massachusetts Lowell 1996 — 1996
Mulitmedia Certificate, Multimedia, A
Massachusetts College of Art 1981 — 1984
BFA, Film / Illustration / Commercial Animatio
Emerson College 1978 — 1981
Film, Public Speaking
Stephannie Workman Stephannie Workman's Eaton Vance Experience August 2012 - Present
Job Corporate Recruiter at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2012 - Present
Bright Horizons January 2012 - August 2012
Bright Horizons September 2010 - January 2012
Bright Horizons October 2008 - September 2010
iZotope, Inc. 2008 - 2008
Skills
Talent Acquisition, Interviewing, Customer Service, Human Resources, Recruiting, Social Media, Talent Management, Community Outreach, Applicant Tracking..., Interviews, Sourcing, Onboarding, Staff Development, Temporary Placement, Hiring, Management, Taleo, New Hire Orientations, Time Management
Education
Bunker Hill Community College, Continuing Education, SHRM - PHR Certification course 2013 — 2013
New England Conservatory of Music 1996 — 2000
Vocal Performance, Liberal Arts and Music
Eaton Vance August 2012 - Present
Bright Horizons January 2012 - August 2012
Bright Horizons September 2010 - January 2012
Bright Horizons October 2008 - September 2010
iZotope, Inc. 2008 - 2008
Skills
Talent Acquisition, Interviewing, Customer Service, Human Resources, Recruiting, Social Media, Talent Management, Community Outreach, Applicant Tracking..., Interviews, Sourcing, Onboarding, Staff Development, Temporary Placement, Hiring, Management, Taleo, New Hire Orientations, Time Management
Education
Bunker Hill Community College, Continuing Education, SHRM - PHR Certification course 2013 — 2013
New England Conservatory of Music 1996 — 2000
Vocal Performance, Liberal Arts and Music
Andrew Valenti, PMP Andrew Valenti, PMP's Eaton Vance Experience 2002 - 2003
Job Project Manager, Research Administration System at Tufts University
Industry Higher Education
Experience
Tufts University September 2012 - Present
Tufts University November 2010 - September 2012
Northeastern University January 2006 - May 2012
Valenti Partners April 2002 - November 2010
Eagle Investment Systems April 2008 - November 2008
Fresenius Medical Care 2006 - 2008
Eaton Vance 2002 - 2003
Plural (Dell Professional Services) October 1999 - April 2002
Plural, Inc. 1999 - 2002
New England Financial (MetLife) January 1998 - October 1999
Skills
Higher Education, Teaching, PMP, Business Analysis, Strategic Planning, Integration, Human Factors..., Research, Software Development, Software Project..., Project Planning, Project Management, Contract Negotiation, Learning Management..., Requirements Analysis, Agile Methodologies, Product Management, MS Project, Vendor Management, C++, SDLC, PMO, Product Development, Management, Enterprise Architecture, Leadership, Cross-functional Team..., Business Process, Project Portfolio..., Risk Management, Disaster Recovery, Testing, Program Management, Telecommunications, Proposal Writing, Agile Project Management, Analysis, Business Intelligence, IT Strategy, Data Analysis, Visio, Databases, SharePoint, IT Management, Team Leadership, Business Process..., Process Improvement, SQL, Change Management, Management Consulting
Education
Tufts University 2012 — 2017
Computer Science
New York University 1977 — 1979
MS, Computer Science
Tufts University September 2012 - Present
Tufts University November 2010 - September 2012
Northeastern University January 2006 - May 2012
Valenti Partners April 2002 - November 2010
Eagle Investment Systems April 2008 - November 2008
Fresenius Medical Care 2006 - 2008
Eaton Vance 2002 - 2003
Plural (Dell Professional Services) October 1999 - April 2002
Plural, Inc. 1999 - 2002
New England Financial (MetLife) January 1998 - October 1999
Skills
Higher Education, Teaching, PMP, Business Analysis, Strategic Planning, Integration, Human Factors..., Research, Software Development, Software Project..., Project Planning, Project Management, Contract Negotiation, Learning Management..., Requirements Analysis, Agile Methodologies, Product Management, MS Project, Vendor Management, C++, SDLC, PMO, Product Development, Management, Enterprise Architecture, Leadership, Cross-functional Team..., Business Process, Project Portfolio..., Risk Management, Disaster Recovery, Testing, Program Management, Telecommunications, Proposal Writing, Agile Project Management, Analysis, Business Intelligence, IT Strategy, Data Analysis, Visio, Databases, SharePoint, IT Management, Team Leadership, Business Process..., Process Improvement, SQL, Change Management, Management Consulting
Education
Tufts University 2012 — 2017
Computer Science
New York University 1977 — 1979
MS, Computer Science
Samuel Letcher's Eaton Vance Experience June 2014 - December 2014
Job Student at Northeastern University
Industry Computer Software
Experience
Zipcar July 2015 - Present
Eaton Vance June 2014 - December 2014
Silvio Conte Anadramous Fish Research Center June 2013 - September 2013
Skills
Microsoft Office, C++, JavaScript, VBA, Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, Public Speaking, Windows, HTML5, SQL, OBIEE, P Spice
Education
Northeastern University 2012 — 2017
Computer Engineering, 3rd Year
Northeastern University 2012 — 2017
Computer Engineering
Zipcar July 2015 - Present
Eaton Vance June 2014 - December 2014
Silvio Conte Anadramous Fish Research Center June 2013 - September 2013
Skills
Microsoft Office, C++, JavaScript, VBA, Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, Public Speaking, Windows, HTML5, SQL, OBIEE, P Spice
Education
Northeastern University 2012 — 2017
Computer Engineering, 3rd Year
Northeastern University 2012 — 2017
Computer Engineering
Nathan Goodman's Eaton Vance Experience January 2015 - August 2015
Job IT Risk and QA Release Intern at Eaton Vance
Industry Computer Software
Experience
Eaton Vance January 2015 - August 2015
OpenSesame May 2013 - August 2013
Vernier Software & Technology October 2011 - June 2012
Skills
C++, Software Engineering, Java, HTML, Programming, C, Linux, Git, CSS, Computer Science, JavaScript, MySQL, Eclipse, PHP, jQuery, Software Development, C#, Web Development, Web Applications, Object Oriented Design, Web Design, Unix, HTML5, HTML 5, Ubuntu, JSON, Lisp, JUnit, Android, AJAX, UML, Open Source, Apache
Education
Northeastern University 2012 — 2017
Bachelor of Science (BS), Computer Science
Swinburne University of Technology 2012 — 2012
Eaton Vance January 2015 - August 2015
OpenSesame May 2013 - August 2013
Vernier Software & Technology October 2011 - June 2012
Skills
C++, Software Engineering, Java, HTML, Programming, C, Linux, Git, CSS, Computer Science, JavaScript, MySQL, Eclipse, PHP, jQuery, Software Development, C#, Web Development, Web Applications, Object Oriented Design, Web Design, Unix, HTML5, HTML 5, Ubuntu, JSON, Lisp, JUnit, Android, AJAX, UML, Open Source, Apache
Education
Northeastern University 2012 — 2017
Bachelor of Science (BS), Computer Science
Swinburne University of Technology 2012 — 2012
Nicole Vicino's Eaton Vance Experience January 2014 - July 2014
Job Marketing and Events Associate at Without A Hitch Boston
Industry Public Relations and Communications
Experience
Without A Hitch Boston June 2014 - Present
Fidelity Investments January 2015 - June 2015
Eaton Vance January 2014 - July 2014
Without A Hitch Boston September 2013 - June 2014
Harvard Medical School January 2013 - July 2013
American Lung Association of the Northeast May 2012 - September 2012
Rizzuto's Wood - Fired Kitchen & Bar May 2012 - September 2012
The Children's Museum June 2009 - August 2011
Skills
Public Speaking, Social Media, Event Planning, Fundraising, Volunteer Management, Community Outreach, PowerPoint, Non-profits, Event Management, Customer Service, Microsoft Office, Editing, Microsoft Word, Microsoft Excel, Research, Social Networking, Facebook, Press Releases, Public Relations, Pro Tools, Cpr Certified, Outlook, Nonprofits, Teaching, Leadership, Blogging, Media Relations, Marketing
Education
Northeastern University 2011 — 2016
Bachelor of Arts (BA), Communication Studies, Business Administration and Media Relations Minors, 3.67
Farmington High School 2007 — 2011
Without A Hitch Boston June 2014 - Present
Fidelity Investments January 2015 - June 2015
Eaton Vance January 2014 - July 2014
Without A Hitch Boston September 2013 - June 2014
Harvard Medical School January 2013 - July 2013
American Lung Association of the Northeast May 2012 - September 2012
Rizzuto's Wood - Fired Kitchen & Bar May 2012 - September 2012
The Children's Museum June 2009 - August 2011
Skills
Public Speaking, Social Media, Event Planning, Fundraising, Volunteer Management, Community Outreach, PowerPoint, Non-profits, Event Management, Customer Service, Microsoft Office, Editing, Microsoft Word, Microsoft Excel, Research, Social Networking, Facebook, Press Releases, Public Relations, Pro Tools, Cpr Certified, Outlook, Nonprofits, Teaching, Leadership, Blogging, Media Relations, Marketing
Education
Northeastern University 2011 — 2016
Bachelor of Arts (BA), Communication Studies, Business Administration and Media Relations Minors, 3.67
Farmington High School 2007 — 2011
Meg Pier Meg Pier's Eaton Vance Experience May 1999 - January 2008
Job CoFounder & Partner at Life Lessons & Memories
Industry Publishing
Experience
Life Lessons & Memories January 2013 - Present
ViewfromthePier April 2009 - Present
ViewfromthePier June 2004 - Present
Eaton Vance May 1999 - January 2008
Scudder Investments February 1996 - May 1999
Fleet Financial Group April 1992 - February 1996
Skills
Editing, Blogging, Journalism, Social Media, Public Relations, Media Relations, Writing, Public Speaking, Newspapers, Editorial, Photography, Storytelling, Interviews, Creative Direction, Graphic Design, Marketing Communications, Corporate Communications, Magazines, Publishing, Marketing
Education
New England College 1978 — 1982
B.A., Psychology
Life Lessons & Memories January 2013 - Present
ViewfromthePier April 2009 - Present
ViewfromthePier June 2004 - Present
Eaton Vance May 1999 - January 2008
Scudder Investments February 1996 - May 1999
Fleet Financial Group April 1992 - February 1996
Skills
Editing, Blogging, Journalism, Social Media, Public Relations, Media Relations, Writing, Public Speaking, Newspapers, Editorial, Photography, Storytelling, Interviews, Creative Direction, Graphic Design, Marketing Communications, Corporate Communications, Magazines, Publishing, Marketing
Education
New England College 1978 — 1982
B.A., Psychology
Catherine Gerardi Catherine Gerardi's Eaton Vance Experience November 1998 - July 2010
Job Hospital & Healthcare Professional
Industry Hospital & Health Care
Experience
The Outsource Group April 2013 - September 2013
Tufts Medical Center August 2011 - April 2013
Eaton Vance November 1998 - July 2010
Skills
Customer Service, Administrative..., Data Entry, Outlook, Telephone Skills, Spreadsheets, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Invoicing, Time Management, Insurance, Employee Benefits, Medical Records, Teamwork, Access, Medical Billing, Office Management
Education
Lincoln Technical Institute-Somerville 2010 — 2011
Certificate, Medical Administrative/Executive Assistant and Medical Secretary
Computer Ed Institute 1998 — 1999
Certificate, Microsoft Office
The Outsource Group April 2013 - September 2013
Tufts Medical Center August 2011 - April 2013
Eaton Vance November 1998 - July 2010
Skills
Customer Service, Administrative..., Data Entry, Outlook, Telephone Skills, Spreadsheets, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Invoicing, Time Management, Insurance, Employee Benefits, Medical Records, Teamwork, Access, Medical Billing, Office Management
Education
Lincoln Technical Institute-Somerville 2010 — 2011
Certificate, Medical Administrative/Executive Assistant and Medical Secretary
Computer Ed Institute 1998 — 1999
Certificate, Microsoft Office
Sam Scholz's Eaton Vance Experience August 2000 - Present
Job Multimedia Director at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2000 - Present
Eaton Vance Management, Inc. 2000 - Present
Seen Media 1989 - Present
Caregroup May 1996 - July 2000
Stratus Computer 1991 - 1996
MassComp 1988 - 1993
Education
Massachusetts College of Art and Design 1981 — 1984
Eaton Vance August 2000 - Present
Eaton Vance Management, Inc. 2000 - Present
Seen Media 1989 - Present
Caregroup May 1996 - July 2000
Stratus Computer 1991 - 1996
MassComp 1988 - 1993
Education
Massachusetts College of Art and Design 1981 — 1984
Dana Schleif's Eaton Vance Experience December 2013 - June 2014
Job Recruiting Coordinator at Mullen Lowe U.S.
Industry Human Resources
Experience
Mullen Lowe U.S. April 2015 - Present
Fiksu January 2015 - April 2015
Eaton Vance December 2013 - June 2014
Northeastern University January 2013 - June 2013
Skills
Recruiting, LinkedIn Recruiter, College Recruiting, Microsoft Excel, PowerPoint, Management, Teamwork, Microsoft Office, Data Analysis, Outlook, Photoshop, Sourcing, Taleo, Application Extender, Adobe Photoshop, Jobvite, Microsoft Word, SmartSearch, Social Networking, Social Media
Education
Northeastern University 2010 — 2015
Bachelor of Science (BS), Psychology
Hempfield High School 2006 — 2010
High School Diploma
Mullen Lowe U.S. April 2015 - Present
Fiksu January 2015 - April 2015
Eaton Vance December 2013 - June 2014
Northeastern University January 2013 - June 2013
Skills
Recruiting, LinkedIn Recruiter, College Recruiting, Microsoft Excel, PowerPoint, Management, Teamwork, Microsoft Office, Data Analysis, Outlook, Photoshop, Sourcing, Taleo, Application Extender, Adobe Photoshop, Jobvite, Microsoft Word, SmartSearch, Social Networking, Social Media
Education
Northeastern University 2010 — 2015
Bachelor of Science (BS), Psychology
Hempfield High School 2006 — 2010
High School Diploma
Connor Flood Connor Flood's Eaton Vance Experience January 2015 - August 2015
Job Diversified Fixed Income Associate at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2015 - August 2015
SCS Financial December 2013 - June 2014
Wellington Management January 2013 - July 2013
YMCA of Greater New York June 2007 - August 2012
Skills
Microsoft Office, Investments, Rhetoric, Team Leadership, Analysis, Event Planning, Fundraising, Money Management, Spanish, Strategic Leadership, Event Management, PowerPoint, Equity Research, Customer Relations, Negotiation, Credit Analysis
Education
Northeastern University 2011 — 2016
Finance and Economics
Eaton Vance January 2015 - August 2015
SCS Financial December 2013 - June 2014
Wellington Management January 2013 - July 2013
YMCA of Greater New York June 2007 - August 2012
Skills
Microsoft Office, Investments, Rhetoric, Team Leadership, Analysis, Event Planning, Fundraising, Money Management, Spanish, Strategic Leadership, Event Management, PowerPoint, Equity Research, Customer Relations, Negotiation, Credit Analysis
Education
Northeastern University 2011 — 2016
Finance and Economics
Scott Halet, MBA's Eaton Vance Experience 1999 - 2001
Job Remote Support Technician
Industry Information Technology and Services
Experience
ACS Services, Inc. September 2008 - Present
Fidelity Investments March 2004 - May 2008
Psyche Systems Corporation 2001 - 2003
Shym Technolgy February 2001 - May 2001
Eaton Vance 1999 - 2001
Process Software 1997 - 1999
Bayer Diagnostics 1993 - 1996
Skills
Customer Relations, Customer Service, Desktop Support, Problem Solving, Troubleshooting, Software Documentation, Technical Support, Microsoft Exchange, Windows, Management, Computer Hardware, Active Directory, Disaster Recovery, Help Desk Support
Education
Suffolk University - Sawyer School of Management 2003 — 2008
MBA, Organizational Behavior
Stonehill College 1989 — 1994
BA, Humanities
Massasoit Community College 1984 — 1986
AS, Business
ACS Services, Inc. September 2008 - Present
Fidelity Investments March 2004 - May 2008
Psyche Systems Corporation 2001 - 2003
Shym Technolgy February 2001 - May 2001
Eaton Vance 1999 - 2001
Process Software 1997 - 1999
Bayer Diagnostics 1993 - 1996
Skills
Customer Relations, Customer Service, Desktop Support, Problem Solving, Troubleshooting, Software Documentation, Technical Support, Microsoft Exchange, Windows, Management, Computer Hardware, Active Directory, Disaster Recovery, Help Desk Support
Education
Suffolk University - Sawyer School of Management 2003 — 2008
MBA, Organizational Behavior
Stonehill College 1989 — 1994
BA, Humanities
Massasoit Community College 1984 — 1986
AS, Business
John Kratman John Kratman's Eaton Vance Experience April 2013 - August 2014
Job
Industry Pharmaceuticals
Experience
CVS Caremark Corporation August 2014 - Present
Eaton Vance April 2013 - August 2014
Commonwealth of Massachusetts July 2011 - April 2013
Commonwealth of Massachusetts February 2007 - April 2013
Commonwealth of Massachusetts March 2000 - February 2007
Arthur Andersen April 1996 - March 2000
Skills
Disaster Recovery, Security, Data Center, DNS, VMware, Policy, IT Strategy, SDLC, VMware ESX, WAN, Virtualization, Windows Server, System Administration, Microsoft Exchange, IT Audit, Servers, Infrastructure, Software Documentation, Vendor Management, Solution Architecture, Information Security, Integration, Cisco Technologies, Business Continuity, ITIL, IT Service Management, IT Management, VoIP, Cloud Computing, Network Security, Operating Systems, Troubleshooting, Firewalls, Information Security..., Cluster, Active Directory, TCP/IP, Enterprise Architecture, Network Administration, CISSP, Unix, IT Operations, Program Management, Change Management, Cross-functional Team..., Linux, SharePoint, Networking, Computer Security, System Deployment
Education
Northeastern University 1995 — 2000
Bachelor of Science (BS)
Savio
Savio
CVS Caremark Corporation August 2014 - Present
Eaton Vance April 2013 - August 2014
Commonwealth of Massachusetts July 2011 - April 2013
Commonwealth of Massachusetts February 2007 - April 2013
Commonwealth of Massachusetts March 2000 - February 2007
Arthur Andersen April 1996 - March 2000
Skills
Disaster Recovery, Security, Data Center, DNS, VMware, Policy, IT Strategy, SDLC, VMware ESX, WAN, Virtualization, Windows Server, System Administration, Microsoft Exchange, IT Audit, Servers, Infrastructure, Software Documentation, Vendor Management, Solution Architecture, Information Security, Integration, Cisco Technologies, Business Continuity, ITIL, IT Service Management, IT Management, VoIP, Cloud Computing, Network Security, Operating Systems, Troubleshooting, Firewalls, Information Security..., Cluster, Active Directory, TCP/IP, Enterprise Architecture, Network Administration, CISSP, Unix, IT Operations, Program Management, Change Management, Cross-functional Team..., Linux, SharePoint, Networking, Computer Security, System Deployment
Education
Northeastern University 1995 — 2000
Bachelor of Science (BS)
Savio
Savio
Amanda Gilman Amanda Gilman's Eaton Vance Experience June 2008 - August 2010
Job Associate Director at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. December 2014 - Present
Sandler O'Neill August 2010 - Present
Eaton Vance June 2008 - August 2010
Skills
Financial Analysis, Bloomberg, Portfolio Management, Series 7, Financial Modeling, Capital Markets, Investments, Fixed Income, Microsoft Excel, Strategy, Securities, Research, Valuation, Corporate Finance, Alternative Investments, Private Equity, Hedge Funds, Asset Management, Series 63, Equity Research, Equities
Education
Merrimack College 2005 — 2009
Sandler O'Neill & Partners, L.P. December 2014 - Present
Sandler O'Neill August 2010 - Present
Eaton Vance June 2008 - August 2010
Skills
Financial Analysis, Bloomberg, Portfolio Management, Series 7, Financial Modeling, Capital Markets, Investments, Fixed Income, Microsoft Excel, Strategy, Securities, Research, Valuation, Corporate Finance, Alternative Investments, Private Equity, Hedge Funds, Asset Management, Series 63, Equity Research, Equities
Education
Merrimack College 2005 — 2009
Stephen Costa's Eaton Vance Experience January 2013 - June 2013
Job Freelance Brand Designer at Hasbro Inc.
Industry Graphic Design
Experience
Hasbro September 2015 - Present
EMBARC studio, llc May 2015 - Present
Hasbro January 2014 - December 2014
Eaton Vance January 2013 - June 2013
Northeastern September 2011 - December 2011
Stoneham Theatre December 2010 - February 2011
Northeastern Dean’s Office May 2010 - August 2010
Medford High School March 2010 - May 2010
Stoneham Theatre June 2009 - August 2009
Skills
Passion for Quality, Determination to Succeed, Interpersonal Skill, Self-driven, Organization, Customer Service, Motivation, Teamwork, Fast Learner, Facebook, Teaching, Adobe Creative Suite, Illustrator
Education
Northeastern University 2010 — 2015
Bachelor of Fine Arts (B.F.A.), Graphic Design
Medford High School
Hasbro September 2015 - Present
EMBARC studio, llc May 2015 - Present
Hasbro January 2014 - December 2014
Eaton Vance January 2013 - June 2013
Northeastern September 2011 - December 2011
Stoneham Theatre December 2010 - February 2011
Northeastern Dean’s Office May 2010 - August 2010
Medford High School March 2010 - May 2010
Stoneham Theatre June 2009 - August 2009
Skills
Passion for Quality, Determination to Succeed, Interpersonal Skill, Self-driven, Organization, Customer Service, Motivation, Teamwork, Fast Learner, Facebook, Teaching, Adobe Creative Suite, Illustrator
Education
Northeastern University 2010 — 2015
Bachelor of Fine Arts (B.F.A.), Graphic Design
Medford High School
Edward Dudley Edward Dudley's Eaton Vance Experience 1997 - 1999
Job Co Founder, President & Sr. Consultant at Dudley Alliance
Industry Nonprofit Organization Management
Experience
Dudley Alliance 2014 - Present
FSC Securities 2013 - 2014
Wells Fargo Advisors 2007 - 2013
Evergreen Investments 2004 - 2007
Evergreen Investments 1999 - 2004
Eaton Vance 1997 - 1999
Education
Northeastern University
Dudley Alliance 2014 - Present
FSC Securities 2013 - 2014
Wells Fargo Advisors 2007 - 2013
Evergreen Investments 2004 - 2007
Evergreen Investments 1999 - 2004
Eaton Vance 1997 - 1999
Education
Northeastern University
Brittany Isenhart's Eaton Vance Experience May 2013 - Present
Job Staff Accountant at Eaton Vance
Industry Accounting
Experience
Eaton Vance May 2013 - Present
Northeastern University September 2008 - May 2013
Keurig, Inc. July 2012 - January 2013
Eaton Vance July 2011 - January 2012
Kraft Foods May 2010 - December 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Finance, Financial Analysis, Analysis, Customer Service, Sales, Account Reconciliation
Education
Northeastern University 2014 — 2017
Master of Business Administration (M.B.A.)
Northeastern University 2008 — 2013
Bachelor's degree, accounting, marketing
Eaton Vance May 2013 - Present
Northeastern University September 2008 - May 2013
Keurig, Inc. July 2012 - January 2013
Eaton Vance July 2011 - January 2012
Kraft Foods May 2010 - December 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Finance, Financial Analysis, Analysis, Customer Service, Sales, Account Reconciliation
Education
Northeastern University 2014 — 2017
Master of Business Administration (M.B.A.)
Northeastern University 2008 — 2013
Bachelor's degree, accounting, marketing
Vincent León, AAMS®'s Eaton Vance Experience July 2013 - Present
Job VP, Director of Offshore Sales at Eaton Vance
Industry Financial Services
Experience
Eaton Vance July 2013 - Present
3D Asset Management 2012 - March 2013
Mirae Asset Global Investments 2010 - 2012
GE 2008 - 2010
Legg Mason 2006 - 2008
Citigroup 2000 - 2006
Olympic Development Program, Don Bosco & St. Joseph Regional High School 1994 - 2000
Dean Witter Reynolds Inc. 1992 - 1994
Skills
Mutual Funds, Relationship Management, Separately Managed..., Sales Management, Wealth Management, Asset Management, New Business Development, ETFs
Education
GE Corporate Training
Legg Mason Corporate Training
Manhattan College
BS, Finance
Eaton Vance July 2013 - Present
3D Asset Management 2012 - March 2013
Mirae Asset Global Investments 2010 - 2012
GE 2008 - 2010
Legg Mason 2006 - 2008
Citigroup 2000 - 2006
Olympic Development Program, Don Bosco & St. Joseph Regional High School 1994 - 2000
Dean Witter Reynolds Inc. 1992 - 1994
Skills
Mutual Funds, Relationship Management, Separately Managed..., Sales Management, Wealth Management, Asset Management, New Business Development, ETFs
Education
GE Corporate Training
Legg Mason Corporate Training
Manhattan College
BS, Finance
Ross Rotatori Ross Rotatori's Eaton Vance Experience January 2007 - June 2007
Job National Accounts Manager State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors February 2011 - Present
State Street Global Advisors August 2009 - February 2011
Ken's Foods January 2008 - February 2009
Eaton Vance January 2007 - June 2007
John Hancock Life Insurance Company (U.S.A.) January 2006 - September 2006
Skills
Series 7, Series 63, Excel, Word, Customer Relations, Access, Account Management, Strategic Planning, Business Strategy, Business Analysis, Business Intelligence, Business Planning, Performance Metrics, Key Account Management, Sales, Microsoft SQL Server, Management, Microsoft Excel
Education
Northeastern University 2004 — 2009
BSBA
The London School of Economics and Political Science (LSE) 2007 — 2007
State Street Global Advisors February 2011 - Present
State Street Global Advisors August 2009 - February 2011
Ken's Foods January 2008 - February 2009
Eaton Vance January 2007 - June 2007
John Hancock Life Insurance Company (U.S.A.) January 2006 - September 2006
Skills
Series 7, Series 63, Excel, Word, Customer Relations, Access, Account Management, Strategic Planning, Business Strategy, Business Analysis, Business Intelligence, Business Planning, Performance Metrics, Key Account Management, Sales, Microsoft SQL Server, Management, Microsoft Excel
Education
Northeastern University 2004 — 2009
BSBA
The London School of Economics and Political Science (LSE) 2007 — 2007
Michelle L. DiChiara's Eaton Vance Experience January 2011 - January 2013
Job Sharepoint Consultant at Whitridge Associates
Industry Information Technology and Services
Experience
Whitridge Associates July 2015 - Present
MLDBoston.com July 2011 - Present
Cramer January 2013 - July 2015
Eaton Vance January 2011 - January 2013
Eaton Vance Management January 2007 - January 2011
Eaton Vance 2006 - 2007
MetLife (formerly State Street Research Management) 2001 - 2005
State Street Research & Management 1999 - 2001
General Insurance Commission 1998 - 1999
CGU 1991 - 1999
Skills
Strategic Planning, Web Project Management, Social Media, SharePoint, Project Management, HTML, Business Analysis, SQL, Microsoft Office..., XML, ASP.NET, Requirements Gathering, Integration, Agile Methodologies, Business Intelligence, SDLC, Microsoft SQL Server, Visio, SharePoint Designer, Requirements Analysis, Database Design, Databases, User Experience, Process Improvement, Scrum, Management
Education
Northeastern University 1992 — 1998
Bachelor of Science (B.S.) Management Information Systems, Management Information Systems, General
Northeastern University 1991 — 1998
Bachelor of Science, Business Administration, Management Infomation Systems
Whitridge Associates July 2015 - Present
MLDBoston.com July 2011 - Present
Cramer January 2013 - July 2015
Eaton Vance January 2011 - January 2013
Eaton Vance Management January 2007 - January 2011
Eaton Vance 2006 - 2007
MetLife (formerly State Street Research Management) 2001 - 2005
State Street Research & Management 1999 - 2001
General Insurance Commission 1998 - 1999
CGU 1991 - 1999
Skills
Strategic Planning, Web Project Management, Social Media, SharePoint, Project Management, HTML, Business Analysis, SQL, Microsoft Office..., XML, ASP.NET, Requirements Gathering, Integration, Agile Methodologies, Business Intelligence, SDLC, Microsoft SQL Server, Visio, SharePoint Designer, Requirements Analysis, Database Design, Databases, User Experience, Process Improvement, Scrum, Management
Education
Northeastern University 1992 — 1998
Bachelor of Science (B.S.) Management Information Systems, Management Information Systems, General
Northeastern University 1991 — 1998
Bachelor of Science, Business Administration, Management Infomation Systems
Onix Marrero's Eaton Vance Experience September 2014 - Present
Job Marketing Designer at Eaton Vance
Industry Graphic Design
Experience
Eaton Vance September 2014 - Present
OnixBox Design 1998 - Present
MFS Investment Management June 2012 - September 2014
Boston Consulting Partners May 2010 - January 2013
AZE March 2012 - October 2012
Marketing Drive July 2011 - March 2012
The David Group March 2010 - April 2010
OnixBox Design November 2009 - April 2010
Racepoint Group December 2009 - February 2010
Radagroup, Inc. September 2006 - September 2009
Skills
Graphic Design, Logo Design, Web Design, Corporate Identity, Graphics, Posters, Illustration, Adobe Creative Suite, User Interface Design, Packaging, User Experience, Copywriting, User Interface, Marketing Strategy, Information Architecture, Print Production, Adobe Edge Animate, After Effects, HTML5, CSS, Illustrator, Photoshop, InDesign, Dreamweaver, Email Design
Education
School of The Museum of Fine Arts 1998 — 2002
Certificate, Graphic Design
Massachusetts Institute of Technology 1992 — 1993
N/A, Chemical Engineering
Universidad de Puerto Rico 1987 — 1992
BSChE, Chemical Engineering
Eaton Vance September 2014 - Present
OnixBox Design 1998 - Present
MFS Investment Management June 2012 - September 2014
Boston Consulting Partners May 2010 - January 2013
AZE March 2012 - October 2012
Marketing Drive July 2011 - March 2012
The David Group March 2010 - April 2010
OnixBox Design November 2009 - April 2010
Racepoint Group December 2009 - February 2010
Radagroup, Inc. September 2006 - September 2009
Skills
Graphic Design, Logo Design, Web Design, Corporate Identity, Graphics, Posters, Illustration, Adobe Creative Suite, User Interface Design, Packaging, User Experience, Copywriting, User Interface, Marketing Strategy, Information Architecture, Print Production, Adobe Edge Animate, After Effects, HTML5, CSS, Illustrator, Photoshop, InDesign, Dreamweaver, Email Design
Education
School of The Museum of Fine Arts 1998 — 2002
Certificate, Graphic Design
Massachusetts Institute of Technology 1992 — 1993
N/A, Chemical Engineering
Universidad de Puerto Rico 1987 — 1992
BSChE, Chemical Engineering
Rebecca Ernst Rebecca Ernst's Eaton Vance Experience August 2010 - May 2012
Job Onboarding Coordinator at Pegasystems
Industry Management Consulting
Experience
Pegasystems July 2015 - Present
Hay Group May 2012 - July 2015
Eaton Vance August 2010 - May 2012
Skills
Microsoft Excel, Microsoft Word, Marketing, Leadership, Strategy, Analysis, Customer Service, Research, Microsoft Office, Proficient in Microsoft..., Management, Public Speaking, Employee Training, Program Coordination, Organizational Learning, Onboarding
Education
St. Lawrence University 2008 — 2010
BA, Music, Psychology
Mount Holyoke College 2006 — 2007
Music, Psychology
Pegasystems July 2015 - Present
Hay Group May 2012 - July 2015
Eaton Vance August 2010 - May 2012
Skills
Microsoft Excel, Microsoft Word, Marketing, Leadership, Strategy, Analysis, Customer Service, Research, Microsoft Office, Proficient in Microsoft..., Management, Public Speaking, Employee Training, Program Coordination, Organizational Learning, Onboarding
Education
St. Lawrence University 2008 — 2010
BA, Music, Psychology
Mount Holyoke College 2006 — 2007
Music, Psychology
Masha Carey's Eaton Vance Experience November 2014 - Present
Job Senior Research Associate at Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2014 - Present
Eaton Vance September 2012 - October 2014
Eaton Vance July 2011 - August 2012
Aquila Theatre Company 2009 - 2011
Law Office of Roman Popik, P.C. 2008 - 2009
Skills
Fixed Income, PowerPoint, Research, Microsoft Word, Outlook, Bloomberg, CEIC, Datastream, Microsoft Excel, Finance, QuickBooks, Dreamweaver, Photoshop, Economics
Education
New York University 2006 — 2010
Bachelor of Arts, Double Major: Economics, Classics
Passed Level III of the CFA Program
Wayland High School
Eaton Vance November 2014 - Present
Eaton Vance September 2012 - October 2014
Eaton Vance July 2011 - August 2012
Aquila Theatre Company 2009 - 2011
Law Office of Roman Popik, P.C. 2008 - 2009
Skills
Fixed Income, PowerPoint, Research, Microsoft Word, Outlook, Bloomberg, CEIC, Datastream, Microsoft Excel, Finance, QuickBooks, Dreamweaver, Photoshop, Economics
Education
New York University 2006 — 2010
Bachelor of Arts, Double Major: Economics, Classics
Passed Level III of the CFA Program
Wayland High School
Emily Rodrigues Emily Rodrigues's Eaton Vance Experience 2005 - 2005
Job Executive Assistant at Heidrick & Struggles
Industry Staffing and Recruiting
Experience
Heidrick & Struggles July 2012 - Present
Amrop Battalia Winston April 2011 - June 2012
Pitch Control PR October 2007 - March 2011
WRBB - Northeastern University January 2006 - January 2007
Eaton Vance 2005 - 2005
Skills
Writing, Research, Event Management, Editing, Press Releases, Scheduling, Travel Management, Budgeting, Marketing Strategy, Online Marketing, Account Management, Budgets, Social Media Marketing, Interviews, Strategic Communications, Event Planning
Education
Northeastern University 2002 — 2007
B.S. Business, Marketing, Entrepreneurship, Small Business, Photography
Northeastern University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Marketing/Entrepreneurship
Heidrick & Struggles July 2012 - Present
Amrop Battalia Winston April 2011 - June 2012
Pitch Control PR October 2007 - March 2011
WRBB - Northeastern University January 2006 - January 2007
Eaton Vance 2005 - 2005
Skills
Writing, Research, Event Management, Editing, Press Releases, Scheduling, Travel Management, Budgeting, Marketing Strategy, Online Marketing, Account Management, Budgets, Social Media Marketing, Interviews, Strategic Communications, Event Planning
Education
Northeastern University 2002 — 2007
B.S. Business, Marketing, Entrepreneurship, Small Business, Photography
Northeastern University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Marketing/Entrepreneurship
Abbie Hanright Abbie Hanright's Eaton Vance Experience June 2012 - January 2013
Job Design Director at Scout
Industry Graphic Design
Experience
Scout: Northeastern's student-led design studio July 2014 - May 2015
Tastemakers Magazine September 2010 - December 2014
One Longfellow Square June 2013 - September 2014
Patriot Fund Raising June 2011 - September 2014
Sametz Blackstone Associates January 2014 - June 2014
Eaton Vance June 2012 - January 2013
Skills
Illustrator, InDesign, Graphic Design, Typography, Photoshop, Layout, Adobe Creative Suite, Advertising
Education
Northeastern University 2010 — 2015
BFA, Graphic Design
Scout: Northeastern's student-led design studio July 2014 - May 2015
Tastemakers Magazine September 2010 - December 2014
One Longfellow Square June 2013 - September 2014
Patriot Fund Raising June 2011 - September 2014
Sametz Blackstone Associates January 2014 - June 2014
Eaton Vance June 2012 - January 2013
Skills
Illustrator, InDesign, Graphic Design, Typography, Photoshop, Layout, Adobe Creative Suite, Advertising
Education
Northeastern University 2010 — 2015
BFA, Graphic Design
Thomas Salvon Thomas Salvon's Eaton Vance Experience July 2014 - Present
Job Data Governance Associate
Industry Information Technology and Services
Experience
Eaton Vance July 2014 - Present
Fenway Community Health July 2012 - June 2014
State Street July 2013 - December 2013
Skills
Data Governance, SharePoint, IT Strategy, SQL, Windows, Social Networking, IT Infrastructure..., Data Analysis, Customer Service, Social Media, Microsoft Office, Windows 7, Database Design, Help Desk Support, Project Management, MySQL, Active Directory, Java, Virtual Systems, Microsoft Exchange, Outlook, PowerPoint
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Computer Science and Mathematics
Eaton Vance July 2014 - Present
Fenway Community Health July 2012 - June 2014
State Street July 2013 - December 2013
Skills
Data Governance, SharePoint, IT Strategy, SQL, Windows, Social Networking, IT Infrastructure..., Data Analysis, Customer Service, Social Media, Microsoft Office, Windows 7, Database Design, Help Desk Support, Project Management, MySQL, Active Directory, Java, Virtual Systems, Microsoft Exchange, Outlook, PowerPoint
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Computer Science and Mathematics
Camilla Jocher Camilla Jocher's Eaton Vance Experience June 2010 - July 2012
Job Traveling Property Manager
Industry Real Estate
Experience
Aspen Square Management January 2014 - Present
Digitas July 2012 - May 2013
Eaton Vance June 2010 - July 2012
Skills
Social Media, Applicant Tracking..., Facebook, Event Planning, Onboarding, Social Networking, College Recruiting, Microsoft Office, Talent Management
Education
Northeastern University 2005 — 2010
B.A., Communications (Media Studies)
Aspen Square Management January 2014 - Present
Digitas July 2012 - May 2013
Eaton Vance June 2010 - July 2012
Skills
Social Media, Applicant Tracking..., Facebook, Event Planning, Onboarding, Social Networking, College Recruiting, Microsoft Office, Talent Management
Education
Northeastern University 2005 — 2010
B.A., Communications (Media Studies)
Cynthia M. Beckhusen Cynthia M. Beckhusen's Eaton Vance Experience September 2008 - April 2013
Job CPA
Industry Financial Services
Experience
Patient Outcomes Division at inVentiv Health January 2014 - January 2015
Eaton Vance September 2008 - April 2013
Eaton Vance October 2006 - September 2008
Eaton Vance May 1999 - October 2006
Skills
CPA, Financial Forecasting, Financial Analysis, Financial Modeling, Internal Financial..., Mutual Fund..., Mutual Funds, General Ledger..., Financial Services, Financial Accounting, Consolidation, International Accounting, International Reporting
Education
Northeastern University 1997 — 2001
Bachelor of Science (BS), Accounting and Finance
Patient Outcomes Division at inVentiv Health January 2014 - January 2015
Eaton Vance September 2008 - April 2013
Eaton Vance October 2006 - September 2008
Eaton Vance May 1999 - October 2006
Skills
CPA, Financial Forecasting, Financial Analysis, Financial Modeling, Internal Financial..., Mutual Fund..., Mutual Funds, General Ledger..., Financial Services, Financial Accounting, Consolidation, International Accounting, International Reporting
Education
Northeastern University 1997 — 2001
Bachelor of Science (BS), Accounting and Finance
Kathryn O'Book's Eaton Vance Experience January 2015 - July 2015
Job Media Relations CoOp at Eaton Vance
Industry Marketing and Advertising
Experience
Eaton Vance January 2015 - July 2015
Altus Marketing and Management May 2014 - August 2014
451 Marketing June 2012 - August 2012
Paisley Farms & Greenhouse June 2011 - September 2011
Education First Program-Advanced Study Abroad Program June 2011 - July 2011
Nike New England Crusaders AAU Basketball May 2010 - August 2010
Skills
Skills: Mac OS,..., Event Planning, Public Relations, Communication, Marketing, Hootsuite, Social Media Marketing, Cision, Facebook, Press Releases, Microsoft Office, Social Media
Education
Northeastern University 2013 — 2017
Communications, Business, Marketing
University of San Diego 2012 — 2013
Business, Management, Marketing, and Related Support Services
The Governor's Academy 2008 — 2012
College Preparatory, Alumni-Class of 2012
Eaton Vance January 2015 - July 2015
Altus Marketing and Management May 2014 - August 2014
451 Marketing June 2012 - August 2012
Paisley Farms & Greenhouse June 2011 - September 2011
Education First Program-Advanced Study Abroad Program June 2011 - July 2011
Nike New England Crusaders AAU Basketball May 2010 - August 2010
Skills
Skills: Mac OS,..., Event Planning, Public Relations, Communication, Marketing, Hootsuite, Social Media Marketing, Cision, Facebook, Press Releases, Microsoft Office, Social Media
Education
Northeastern University 2013 — 2017
Communications, Business, Marketing
University of San Diego 2012 — 2013
Business, Management, Marketing, and Related Support Services
The Governor's Academy 2008 — 2012
College Preparatory, Alumni-Class of 2012
Lisa Flynn Lisa Flynn's Eaton Vance Experience March 2000 - Present
Job Performance & Analytics Assistant Manager at Eaton Vance
Industry Investment Management
Experience
Eaton Vance March 2000 - Present
State Street Bank June 1998 - March 2000
Skills
Mutual Funds, Statistics, Analytics, Fixed Income
Education
Lehigh University - College of Business and Economics 1994 — 1998
BS, Finance
Eaton Vance March 2000 - Present
State Street Bank June 1998 - March 2000
Skills
Mutual Funds, Statistics, Analytics, Fixed Income
Education
Lehigh University - College of Business and Economics 1994 — 1998
BS, Finance
Michael Spear Michael Spear's Eaton Vance Experience September 2012 - Present
Job Systems Engineer at Eaton Vance
Industry Information Technology and Services
Experience
Eaton Vance September 2012 - Present
Tufts University November 2010 - July 2012
Allied Integrated Marketing March 2008 - November 2010
Cortera, Inc. March 2006 - March 2008
Vanguard Managed Solutions June 2005 - December 2005
Skills
Windows Server, Virtualization, Data Domain, NetBackup, SRM, Active Directory, RTO Management, Deduplication, VMware, Sarbanes-Oxley Act, VMware ESX, Microsoft Exchange, Ironport, Networking, Network Security, Linux, Unix, Cloud Computing, Servers
Education
New England Institute of Technology 2002 — 2004
Associate's degree, Computer Information Systems
Eaton Vance September 2012 - Present
Tufts University November 2010 - July 2012
Allied Integrated Marketing March 2008 - November 2010
Cortera, Inc. March 2006 - March 2008
Vanguard Managed Solutions June 2005 - December 2005
Skills
Windows Server, Virtualization, Data Domain, NetBackup, SRM, Active Directory, RTO Management, Deduplication, VMware, Sarbanes-Oxley Act, VMware ESX, Microsoft Exchange, Ironport, Networking, Network Security, Linux, Unix, Cloud Computing, Servers
Education
New England Institute of Technology 2002 — 2004
Associate's degree, Computer Information Systems
Peter Milinazzo's Eaton Vance Experience April 2015 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2015 - Present
Eaton Vance June 2014 - April 2015
Signiant June 2013 - November 2013
Axial Financial Group May 2012 - January 2013
Anheuser-Busch May 2011 - May 2012
Skills
Microsoft Office, Microsoft CRM, Marketo, Salesforce.com, Hoovers, QuickBooks, Fidelity, Adobe, Social Media, Creativity, Public Speaking, Team Leadership, Teamwork, Team Building, Time Management, Sales, Marketing Research, Business Decision Making, Advertising, Sales Finance, Marketing Communications, Market Research, Marketing, Newsletters, Social Networking, Microsoft Excel, Email Marketing, Customer Service
Education
Merrimack College 2010 — 2014
American University of Rome 2013 — 2013
Marketing
Burlington High School, Burlington MA 2006 — 2010
Eaton Vance April 2015 - Present
Eaton Vance June 2014 - April 2015
Signiant June 2013 - November 2013
Axial Financial Group May 2012 - January 2013
Anheuser-Busch May 2011 - May 2012
Skills
Microsoft Office, Microsoft CRM, Marketo, Salesforce.com, Hoovers, QuickBooks, Fidelity, Adobe, Social Media, Creativity, Public Speaking, Team Leadership, Teamwork, Team Building, Time Management, Sales, Marketing Research, Business Decision Making, Advertising, Sales Finance, Marketing Communications, Market Research, Marketing, Newsletters, Social Networking, Microsoft Excel, Email Marketing, Customer Service
Education
Merrimack College 2010 — 2014
American University of Rome 2013 — 2013
Marketing
Burlington High School, Burlington MA 2006 — 2010
Devin Greaney Devin Greaney's Eaton Vance Experience August 2014 - Present
Job Investment Operations at Eaton Vance
Industry Investment Management
Experience
Eaton Vance August 2014 - Present
Federated MDT Advisers July 2013 - December 2013
State Street June 2012 - December 2012
L-3 Communications January 2011 - June 2011
Skills
Financial Analysis, Account Reconciliation, Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Outlook, Data Analysis, Analysis, Asset Management, Microsoft Word, Customer Service, Access, Process Improvement, Financial Reporting, Investments
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Finance and Accounting
Manchester High School West 2005 — 2009
Level II Candidate in the CFA Program
Eaton Vance August 2014 - Present
Federated MDT Advisers July 2013 - December 2013
State Street June 2012 - December 2012
L-3 Communications January 2011 - June 2011
Skills
Financial Analysis, Account Reconciliation, Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Outlook, Data Analysis, Analysis, Asset Management, Microsoft Word, Customer Service, Access, Process Improvement, Financial Reporting, Investments
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Finance and Accounting
Manchester High School West 2005 — 2009
Level II Candidate in the CFA Program
Andrew Preite Andrew Preite's Eaton Vance Experience January 2013 - June 2013
Job Trading Assistant at Hellman Jordan Management Company
Industry Financial Services
Experience
State Street July 2015 - Present
Hellman Jordan Management Company January 2014 - July 2014
Eaton Vance January 2013 - June 2013
DTZ, a UGL company December 2012 - January 2013
DTZ, a UGL company May 2012 - September 2012
Skills
PowerPoint, Microsoft Word, Accounting, Microsoft Office, Finance, Microsoft Excel
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Finance, General
Hopkinton High School 2007 — 2011
High School Diploma
State Street July 2015 - Present
Hellman Jordan Management Company January 2014 - July 2014
Eaton Vance January 2013 - June 2013
DTZ, a UGL company December 2012 - January 2013
DTZ, a UGL company May 2012 - September 2012
Skills
PowerPoint, Microsoft Word, Accounting, Microsoft Office, Finance, Microsoft Excel
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Finance, General
Hopkinton High School 2007 — 2011
High School Diploma
John Wilton, CBIP John Wilton, CBIP's Eaton Vance Experience November 2014 - Present
Job CBIP Certified Business Intelligence Team Lead (OBIEE/Microsoft Stack)
Industry Financial Services
Experience
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - November 2014
John Wilton Eaton Vance May 2012 - November 2013
John Wilton Partners HealthCare September 2011 - May 2012
John Wilton NTT Data Eaton Vance October 2010 - September 2011
John Wilton SearchTroop June 2008 - October 2009
John Wilton Fineman Furniture Inc. June 2005 - June 2008
John Wilton I.C. System (ACM / Spherion / Dell) January 2003 - June 2005
Skills
OBIEE, BI Publisher, Cubes, SSAS, SSIS, SSRS, Dashboards, KPI, SQL, Crystal Reports, Siemens Soarian, Soarian, Excel, Data Analysis, Solver, TM1, Business Intelligence..., VBA, Virtualization, VB.NET, .NET, Java, JavaScript, XML, HTML, CSS, PeopleSoft, webzinc, VBScript, DOS, Visual Studio, PhStat2, PHP, Vlookup, SQL Server, MySQL, Access, Visual Basic, Microsoft SQL Server, Dashboard, Analysis Services, Data Warehousing, SPSS, ETL, Oracle, Cognos, OLAP, Integration, Microsoft Excel, Business Intelligence
Education
Marist College 2010 — 2013
Master of Science (M.S.), Management Information Systems, Technology
Marist College 2008 — 2009
Bachelor of Science (B.S.), Management Information Systems, General
Nassau Community College 2007 — 2008
Associate of Science (A.S.), Management Information Systems, General
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - November 2014
John Wilton Eaton Vance May 2012 - November 2013
John Wilton Partners HealthCare September 2011 - May 2012
John Wilton NTT Data Eaton Vance October 2010 - September 2011
John Wilton SearchTroop June 2008 - October 2009
John Wilton Fineman Furniture Inc. June 2005 - June 2008
John Wilton I.C. System (ACM / Spherion / Dell) January 2003 - June 2005
Skills
OBIEE, BI Publisher, Cubes, SSAS, SSIS, SSRS, Dashboards, KPI, SQL, Crystal Reports, Siemens Soarian, Soarian, Excel, Data Analysis, Solver, TM1, Business Intelligence..., VBA, Virtualization, VB.NET, .NET, Java, JavaScript, XML, HTML, CSS, PeopleSoft, webzinc, VBScript, DOS, Visual Studio, PhStat2, PHP, Vlookup, SQL Server, MySQL, Access, Visual Basic, Microsoft SQL Server, Dashboard, Analysis Services, Data Warehousing, SPSS, ETL, Oracle, Cognos, OLAP, Integration, Microsoft Excel, Business Intelligence
Education
Marist College 2010 — 2013
Master of Science (M.S.), Management Information Systems, Technology
Marist College 2008 — 2009
Bachelor of Science (B.S.), Management Information Systems, General
Nassau Community College 2007 — 2008
Associate of Science (A.S.), Management Information Systems, General
Cheri Gargalianos's Eaton Vance Experience December 2013 - March 2014
Job Stock Plan Administrator at SimpliVity Corporation
Industry Computer Software
Experience
SimpliVity Corporation May 2015 - Present
Imprivata March 2014 - April 2015
Eaton Vance December 2013 - March 2014
iRobot June 2010 - March 2013
Alere fka Inverness Medical March 2009 - June 2010
Winter Wyman April 2008 - February 2009
Dell fka EqualLogic August 2007 - March 2008
Oracle fka Phase Forward December 2006 - July 2007
Keane August 1999 - December 2001
Biogen March 1997 - July 1999
Skills
Financial Reporting, Account Reconciliation, Process Improvement, Accounting, Sarbanes-Oxley Act, Finance, Management, SEC filings, Cash Management, Insurance, Mergers, Analysis, Financial Analysis, General Ledger, Year-end Close, Employee Stock Options, Stock Option, Restricted Stock, IRS Form 6039, Expense Allocation, Auditing, Internal Audit, Software Implementation, Employee Training, ESPP, Software Documentation
Education
Medford High 1985 — 1989
Northeastern University
Bachelor's degree, Accounting
SimpliVity Corporation May 2015 - Present
Imprivata March 2014 - April 2015
Eaton Vance December 2013 - March 2014
iRobot June 2010 - March 2013
Alere fka Inverness Medical March 2009 - June 2010
Winter Wyman April 2008 - February 2009
Dell fka EqualLogic August 2007 - March 2008
Oracle fka Phase Forward December 2006 - July 2007
Keane August 1999 - December 2001
Biogen March 1997 - July 1999
Skills
Financial Reporting, Account Reconciliation, Process Improvement, Accounting, Sarbanes-Oxley Act, Finance, Management, SEC filings, Cash Management, Insurance, Mergers, Analysis, Financial Analysis, General Ledger, Year-end Close, Employee Stock Options, Stock Option, Restricted Stock, IRS Form 6039, Expense Allocation, Auditing, Internal Audit, Software Implementation, Employee Training, ESPP, Software Documentation
Education
Medford High 1985 — 1989
Northeastern University
Bachelor's degree, Accounting
Michael Killoy Michael Killoy's Eaton Vance Experience May 2014 - December 2014
Job Law Clerk at U.S. Securities and Exchange Commission
Industry Law Practice
Experience
U.S. Securities and Exchange Commission September 2015 - Present
U.S. Securities and Exchange Commission January 2015 - May 2015
Eaton Vance May 2014 - December 2014
U.S. Commodity Futures Trading Commission June 2013 - August 2013
Federal Trade Commission August 2010 - August 2012
Rhode Island Public Defenders Office September 2009 - January 2010
Rhode Island District Court January 2009 - June 2009
Skills
Legal Writing, Litigation Support, Legal Research, Westlaw, Lexis, Courts, Litigation, Public Speaking, Appeals
Education
Boston University School of Law 2013 — 2015
Juris Doctor
Suffolk University Law School 2012 — 2013
Providence College 2006 — 2010
B.A., Political Science
National University of Ireland, Galway 2009 — 2009
Irish History and Politics
U.S. Securities and Exchange Commission September 2015 - Present
U.S. Securities and Exchange Commission January 2015 - May 2015
Eaton Vance May 2014 - December 2014
U.S. Commodity Futures Trading Commission June 2013 - August 2013
Federal Trade Commission August 2010 - August 2012
Rhode Island Public Defenders Office September 2009 - January 2010
Rhode Island District Court January 2009 - June 2009
Skills
Legal Writing, Litigation Support, Legal Research, Westlaw, Lexis, Courts, Litigation, Public Speaking, Appeals
Education
Boston University School of Law 2013 — 2015
Juris Doctor
Suffolk University Law School 2012 — 2013
Providence College 2006 — 2010
B.A., Political Science
National University of Ireland, Galway 2009 — 2009
Irish History and Politics
Ashley Walsh (Freese) Ashley Walsh (Freese)'s Eaton Vance Experience November 2012 - Present
Job Senior Financial Reporting Analyst at Eaton Vance
Industry Accounting
Experience
Eaton Vance November 2012 - Present
Eaton Vance June 2008 - Present
LaPointe, Torrisi, Stanley & Co., PC June 2007 - May 2008
Skills
Auditing, Financial Reporting, Internal Controls, Financial Accounting, Accounting, Corporate Finance, Finance, Financial Modeling, Financial Analysis, GAAP, Investments, Management, PowerPoint, Strategic Financial..., Tax, US GAAP, Account Reconciliation, Asset Management, SEC filings
Education
Merrimack College 2004 — 2008
Bachelor of Science, Accounting
Eaton Vance November 2012 - Present
Eaton Vance June 2008 - Present
LaPointe, Torrisi, Stanley & Co., PC June 2007 - May 2008
Skills
Auditing, Financial Reporting, Internal Controls, Financial Accounting, Accounting, Corporate Finance, Finance, Financial Modeling, Financial Analysis, GAAP, Investments, Management, PowerPoint, Strategic Financial..., Tax, US GAAP, Account Reconciliation, Asset Management, SEC filings
Education
Merrimack College 2004 — 2008
Bachelor of Science, Accounting
Kris Kane Kris Kane's Eaton Vance Experience July 2012 - May 2014
Job Business System Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2014 - Present
Eaton Vance July 2012 - May 2014
State Street January 2011 - June 2012
General Electric January 2010 - July 2010
Goldman Sachs January 2009 - June 2009
General Electric Infra December 2007 - July 2008
Skills
Financial Analysis, Customer Service, Finance, Hedge Funds, Accounting, Business Analysis, Research, Equities, Bloomberg, Mutual Funds, Data Analysis, Financial Reporting, Corporate Finance, Financial Modeling, Microsoft Excel, Project Management, Microsoft Word, Auditing, Analysis, Asset Management, Financial Services, Bloomberg Terminal, Microsoft Office, Fixed Income, Financial Accounting, Investments, Internal Controls, Due Diligence, Securities, PowerPoint, Private Equity, Essbase, Strategic Financial..., Access, Account Reconciliation, Managerial Finance, Risk Management, Fund Accounting, Internal Financial..., SQL*Plus, SQL, Oracle Applications, Hyperion HFM, Hyperion Financial...
Education
Northeastern University 2006 — 2010
BSBA, Finance and Insurance
Northeastern University
Sun Life Financial May 2014 - Present
Eaton Vance July 2012 - May 2014
State Street January 2011 - June 2012
General Electric January 2010 - July 2010
Goldman Sachs January 2009 - June 2009
General Electric Infra December 2007 - July 2008
Skills
Financial Analysis, Customer Service, Finance, Hedge Funds, Accounting, Business Analysis, Research, Equities, Bloomberg, Mutual Funds, Data Analysis, Financial Reporting, Corporate Finance, Financial Modeling, Microsoft Excel, Project Management, Microsoft Word, Auditing, Analysis, Asset Management, Financial Services, Bloomberg Terminal, Microsoft Office, Fixed Income, Financial Accounting, Investments, Internal Controls, Due Diligence, Securities, PowerPoint, Private Equity, Essbase, Strategic Financial..., Access, Account Reconciliation, Managerial Finance, Risk Management, Fund Accounting, Internal Financial..., SQL*Plus, SQL, Oracle Applications, Hyperion HFM, Hyperion Financial...
Education
Northeastern University 2006 — 2010
BSBA, Finance and Insurance
Northeastern University
Elizabeth McManus's Eaton Vance Experience February 2014 - Present
Job Internal Wholesaler at Eaton Vance
Industry Investment Management
Experience
Eaton Vance February 2014 - Present
Eaton Vance June 2013 - February 2014
Lehigh University April 2012 - May 2013
Eaton Vance June 2012 - January 2013
Lehigh University August 2011 - December 2011
Education
Lehigh University 2009 — 2013
Bachelor of Science (BS), International Relations and Affairs; French
Notre Dame Academy 2005 — 2009
Diploma
Eaton Vance February 2014 - Present
Eaton Vance June 2013 - February 2014
Lehigh University April 2012 - May 2013
Eaton Vance June 2012 - January 2013
Lehigh University August 2011 - December 2011
Education
Lehigh University 2009 — 2013
Bachelor of Science (BS), International Relations and Affairs; French
Notre Dame Academy 2005 — 2009
Diploma
Daniel Wesson Daniel Wesson's Eaton Vance Experience July 2014 - April 2015
Job Legal Matter Analyst at Counsel On Call
Industry Investment Management
Experience
Counsel On Call May 2015 - Present
Eaton Vance July 2014 - April 2015
EF Educational Tours July 2013 - April 2014
Winona Camps July 2010 - September 2012
Canadian Academy September 2009 - April 2011
Skills
Writing, Financial Services, Public Speaking, Sales, Customer Service, Phone Manner, Teaching
Education
Northeastern University 2011 — 2015
B.A., Summa Cum Laude, Communications major with concentration in rhetoric, Economics minor
Canadian Academy 2006 — 2011
International Baccalaureate, Higher Levels: Spanish, English, Economics, History
Counsel On Call May 2015 - Present
Eaton Vance July 2014 - April 2015
EF Educational Tours July 2013 - April 2014
Winona Camps July 2010 - September 2012
Canadian Academy September 2009 - April 2011
Skills
Writing, Financial Services, Public Speaking, Sales, Customer Service, Phone Manner, Teaching
Education
Northeastern University 2011 — 2015
B.A., Summa Cum Laude, Communications major with concentration in rhetoric, Economics minor
Canadian Academy 2006 — 2011
International Baccalaureate, Higher Levels: Spanish, English, Economics, History
Taylor Bellefeuille's Eaton Vance Experience September 2008 - March 2012
Job Global Sales Director at Jebbit
Industry Marketing and Advertising
Experience
Jebbit October 2015 - Present
Streetwise Media 2014 - October 2015
Streetwise Media May 2013 - October 2015
GL Advisor September 2011 - May 2013
Eaton Vance September 2008 - March 2012
Morgan Stanley June 2007 - October 2008
Skills
Social Media Marketing, Sales, Management, Social Media, Marketing, Marketing Strategy, Business Development, Customer Service, Alternative Investments, Equities, Strategic Planning, Leadership, Account Management, New Business Development, Salesforce.com, Microsoft Excel, Strategy, Marketing Communications, Microsoft Office, Social Networking, Online Advertising, CRM, Advertising, Digital Marketing, Sales Management, Online Marketing, Strategic Partnerships, Start-ups, Lead Generation, Event Planning, Market Research, Integrated Marketing, Digital Media, Sales Process, Relationship Management, Direct Sales, Public Speaking
Education
Lehigh University
Bachelor's degree, Economics
Jebbit October 2015 - Present
Streetwise Media 2014 - October 2015
Streetwise Media May 2013 - October 2015
GL Advisor September 2011 - May 2013
Eaton Vance September 2008 - March 2012
Morgan Stanley June 2007 - October 2008
Skills
Social Media Marketing, Sales, Management, Social Media, Marketing, Marketing Strategy, Business Development, Customer Service, Alternative Investments, Equities, Strategic Planning, Leadership, Account Management, New Business Development, Salesforce.com, Microsoft Excel, Strategy, Marketing Communications, Microsoft Office, Social Networking, Online Advertising, CRM, Advertising, Digital Marketing, Sales Management, Online Marketing, Strategic Partnerships, Start-ups, Lead Generation, Event Planning, Market Research, Integrated Marketing, Digital Media, Sales Process, Relationship Management, Direct Sales, Public Speaking
Education
Lehigh University
Bachelor's degree, Economics
Abram Hecht Abram Hecht's Eaton Vance Experience July 2007 - December 2007
Job Kitchen and Bath Designer at David Hecht Kitchens
Industry Design
Experience
David Hecht Kitchens July 2009 - Present
Pioneer Investments June 2008 - December 2008
Eaton Vance July 2007 - December 2007
Skills
Kitchen & Bath Design, Space planning, Interior Design, Cabinetry, Space Planning, Sales
Education
Northeastern University 2004 — 2009
BS Music Industry
David Hecht Kitchens July 2009 - Present
Pioneer Investments June 2008 - December 2008
Eaton Vance July 2007 - December 2007
Skills
Kitchen & Bath Design, Space planning, Interior Design, Cabinetry, Space Planning, Sales
Education
Northeastern University 2004 — 2009
BS Music Industry
Chris Kujawski's Eaton Vance Experience July 2014 - December 2014
Job Media Sales Development at Taboola
Industry Marketing and Advertising
Experience
Taboola July 2015 - Present
Fiksu January 2015 - June 2015
Northeastern University September 2010 - May 2015
Eaton Vance July 2014 - December 2014
Fiksu March 2014 - June 2014
Fiksu January 2013 - July 2013
Nautica June 2012 - September 2012
New Hampshire Parks and Recreation May 2010 - September 2011
Skills
Marketing, Microsoft Excel, Data Analysis, Digital Marketing, Mobile Marketing, Salesforce.com, Start-ups, Email Marketing, Entrepreneurship, Lead Generation, Sales, Digital Media, Online Advertising, Sales Prospecting, Advertising
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Marketing
Bishop Guertin High School Nashua NH 2006 — 2010
Taboola July 2015 - Present
Fiksu January 2015 - June 2015
Northeastern University September 2010 - May 2015
Eaton Vance July 2014 - December 2014
Fiksu March 2014 - June 2014
Fiksu January 2013 - July 2013
Nautica June 2012 - September 2012
New Hampshire Parks and Recreation May 2010 - September 2011
Skills
Marketing, Microsoft Excel, Data Analysis, Digital Marketing, Mobile Marketing, Salesforce.com, Start-ups, Email Marketing, Entrepreneurship, Lead Generation, Sales, Digital Media, Online Advertising, Sales Prospecting, Advertising
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Marketing
Bishop Guertin High School Nashua NH 2006 — 2010
Anthony Gigante's Eaton Vance Experience January 2014 - Present
Job Strategy Specialist Wealth Strategies Group at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2014 - Present
Eaton Vance July 2009 - December 2013
John Hancock Financial Services July 2008 - April 2009
Centinel Financial Group, LLC August 2007 - July 2008
Putnam Investments September 2005 - August 2007
Education
Merrimack College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Eaton Vance January 2014 - Present
Eaton Vance July 2009 - December 2013
John Hancock Financial Services July 2008 - April 2009
Centinel Financial Group, LLC August 2007 - July 2008
Putnam Investments September 2005 - August 2007
Education
Merrimack College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Kathleen (Kathleen Sova) Graham's Eaton Vance Experience May 2008 - Present
Job Financial Systems Administrator
Industry Information Technology and Services
Experience
Eaton Vance May 2008 - Present
Avidyne March 2006 - April 2008
Cambridge Systematics October 2003 - March 2006
Riverdeep April 2001 - October 2003
Houghton Mifflin Learning Technology 2001 - 2003
CSC Consulting May 1998 - April 2001
CSC Consulting Group 1998 - 2001
Sears 1994 - 1997
Skills
Hyperion HFM, SAP FICO, SAP, Smartview, SAP ERP, Access, Accounts Payable, Payroll, Accounting, Microsoft Excel, Essbase, PowerPoint, Microsoft Word, Accounts Receivable, ADP Payroll, Fixed Assets, Purchasing, Ceridian, ADP ReportSmith, Financial Statements, Internal Controls
Education
Northeastern University 2006 — 2006
Certificate, Payroll Administration
Northeastern University 2003 — 2005
Certificate, Advanced Accounting
Salem State University 1993 — 1998
Bachelors of Arts, Business Administration - Finance
Eaton Vance May 2008 - Present
Avidyne March 2006 - April 2008
Cambridge Systematics October 2003 - March 2006
Riverdeep April 2001 - October 2003
Houghton Mifflin Learning Technology 2001 - 2003
CSC Consulting May 1998 - April 2001
CSC Consulting Group 1998 - 2001
Sears 1994 - 1997
Skills
Hyperion HFM, SAP FICO, SAP, Smartview, SAP ERP, Access, Accounts Payable, Payroll, Accounting, Microsoft Excel, Essbase, PowerPoint, Microsoft Word, Accounts Receivable, ADP Payroll, Fixed Assets, Purchasing, Ceridian, ADP ReportSmith, Financial Statements, Internal Controls
Education
Northeastern University 2006 — 2006
Certificate, Payroll Administration
Northeastern University 2003 — 2005
Certificate, Advanced Accounting
Salem State University 1993 — 1998
Bachelors of Arts, Business Administration - Finance
Courtney Thompson's Eaton Vance Experience July 2012 - December 2012
Job Business Development Representative at ThinkingPhones
Industry Information Technology and Services
Experience
ThinkingPhones May 2015 - Present
EMC July 2014 - December 2014
EMC July 2013 - December 2013
Eaton Vance July 2012 - December 2012
Skills
Sales, Microsoft Office, Salesforce.com, Sales Operations, PowerPoint, Product Marketing, Cold Calling Experience, Strategy, Market Research, Public Relations, Microsoft Excel, Social Media, Bird Watching, Trombone, Pet Portraits, Dog Breeding, CRM, Marketing Strategy, Leadership, Management, Microsoft Word, Classical Ballet, Contemporary Dance, Tap Dance, Cold Calling, Training
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
North Allegheny Senior High School 2006 — 2010
Diploma
ThinkingPhones May 2015 - Present
EMC July 2014 - December 2014
EMC July 2013 - December 2013
Eaton Vance July 2012 - December 2012
Skills
Sales, Microsoft Office, Salesforce.com, Sales Operations, PowerPoint, Product Marketing, Cold Calling Experience, Strategy, Market Research, Public Relations, Microsoft Excel, Social Media, Bird Watching, Trombone, Pet Portraits, Dog Breeding, CRM, Marketing Strategy, Leadership, Management, Microsoft Word, Classical Ballet, Contemporary Dance, Tap Dance, Cold Calling, Training
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
North Allegheny Senior High School 2006 — 2010
Diploma
Linda E. Nolan, PHR's Eaton Vance Experience March 2010 - June 2010
Job Benefits Manager
Industry Human Resources
Experience
Hill Holliday October 2014 - Present
CDM Smith July 2014 - September 2014
MCPHS University March 2011 - January 2014
Broad Institute November 2010 - February 2011
Eaton Vance March 2010 - June 2010
Harvard University February 2007 - June 2009
Harvard University March 1995 - January 2007
Skills
Human Resources, Employee Benefits, Retirement Benefits, Benefits Management, Onboarding, Employee Wellness, Customer Service, Training, Higher Education, Project Management, Vendor Management, Benefits Administration, PeopleSoft, Management, New Hire Orientations
Education
Miami University
BS
University of Massachusetts Boston
Master's
Hill Holliday October 2014 - Present
CDM Smith July 2014 - September 2014
MCPHS University March 2011 - January 2014
Broad Institute November 2010 - February 2011
Eaton Vance March 2010 - June 2010
Harvard University February 2007 - June 2009
Harvard University March 1995 - January 2007
Skills
Human Resources, Employee Benefits, Retirement Benefits, Benefits Management, Onboarding, Employee Wellness, Customer Service, Training, Higher Education, Project Management, Vendor Management, Benefits Administration, PeopleSoft, Management, New Hire Orientations
Education
Miami University
BS
University of Massachusetts Boston
Master's
Neal Pearlman's Eaton Vance Experience April 2003 - April 2011
Job Program Manager, Insight
Industry Information Technology and Services
Experience
Insight July 2012 - Present
Eaton Vance April 2003 - April 2011
Eaton Vance August 1999 - April 2003
Bank of Boston 1994 - 1999
Skills
Asset Managment, Disaster Recovery, Project Management, Integration, Business Analysis, Active Directory, System Administration, Security, Enterprise Architecture, Process Improvement, IT Service Management, Networking, Asset Management, Management, Troubleshooting, CRM, ITIL, Cloud Computing, Team Leadership, Professional Services, Windows, Outsourcing, Technical Support, IT Strategy, IT Management, Information Technology, Service Delivery, System Deployment
Education
Long Island University, C.W. Post Campus
Business Administration, Computer Information Systems
Insight July 2012 - Present
Eaton Vance April 2003 - April 2011
Eaton Vance August 1999 - April 2003
Bank of Boston 1994 - 1999
Skills
Asset Managment, Disaster Recovery, Project Management, Integration, Business Analysis, Active Directory, System Administration, Security, Enterprise Architecture, Process Improvement, IT Service Management, Networking, Asset Management, Management, Troubleshooting, CRM, ITIL, Cloud Computing, Team Leadership, Professional Services, Windows, Outsourcing, Technical Support, IT Strategy, IT Management, Information Technology, Service Delivery, System Deployment
Education
Long Island University, C.W. Post Campus
Business Administration, Computer Information Systems
Adam Cole's Eaton Vance Experience 2010 - 2013
Job Director Investment Specialist Group at MFS
Industry Investment Management
Experience
MFS 2013 - 2014
Eaton Vance 2010 - 2013
Bank of America 2000 - 2010
Ibbotson Associates 1996 - 2000
Education
Lake Forest College 1991 — 1995
Naperville North HS 1988 — 1991
MFS 2013 - 2014
Eaton Vance 2010 - 2013
Bank of America 2000 - 2010
Ibbotson Associates 1996 - 2000
Education
Lake Forest College 1991 — 1995
Naperville North HS 1988 — 1991
Habib Jalloh's Eaton Vance Experience 1999 - 2002
Job Finance at State Street
Industry Information Technology and Services
Experience
Charles River Laboratories August 2011 - Present
Investment Banking Institute 2012 - 2012
State Street Bank June 2008 - January 2011
Sapient July 2007 - June 2008
Procter & Gamble January 2006 - December 2006
Eaton Vance 1999 - 2002
Skills
Financial Modeling, Financial Analysis, Financial Planning, Microsoft Excel, Financial Reporting, Strategic Financial..., Research, PowerPoint, Analysis, Budgets
Education
Northeastern University 2002 — 2007
business Admin, Finance
Charles River Laboratories August 2011 - Present
Investment Banking Institute 2012 - 2012
State Street Bank June 2008 - January 2011
Sapient July 2007 - June 2008
Procter & Gamble January 2006 - December 2006
Eaton Vance 1999 - 2002
Skills
Financial Modeling, Financial Analysis, Financial Planning, Microsoft Excel, Financial Reporting, Strategic Financial..., Research, PowerPoint, Analysis, Budgets
Education
Northeastern University 2002 — 2007
business Admin, Finance
Thomas Chester CFP®'s Eaton Vance Experience July 1998 - October 2004
Job CFP® at Allen Financial Group
Industry Financial Services
Experience
Allen Insurance and Financial May 2005 - Present
Allen Financial Group May 2005 - Present
TD Bank "America's Most Convenient Bank" 2004 - 2005
Eaton Vance July 1998 - October 2004
WFNX March 1995 - March 2000
Skills
Investments, Financial Services, Securities, Finance, Insurance, Mutual Funds, Series 63, Series 7, Wealth Management, Risk Management, Employee Benefits, Health Insurance, Underwriting, 401k, Disability Insurance, Retirement Planning, Property & Casualty..., Strategic Financial..., Strategic Planning, Financial Analysis
Education
University of Massachusetts Lowell 1992 — 1995
Middlesex Community College 1992 — 1993
assoc, business
University of Arizona 1991 — 1992
business
bedford high school
Allen Insurance and Financial May 2005 - Present
Allen Financial Group May 2005 - Present
TD Bank "America's Most Convenient Bank" 2004 - 2005
Eaton Vance July 1998 - October 2004
WFNX March 1995 - March 2000
Skills
Investments, Financial Services, Securities, Finance, Insurance, Mutual Funds, Series 63, Series 7, Wealth Management, Risk Management, Employee Benefits, Health Insurance, Underwriting, 401k, Disability Insurance, Retirement Planning, Property & Casualty..., Strategic Financial..., Strategic Planning, Financial Analysis
Education
University of Massachusetts Lowell 1992 — 1995
Middlesex Community College 1992 — 1993
assoc, business
University of Arizona 1991 — 1992
business
bedford high school
Kevin Dachille's Eaton Vance Experience June 2011 - Present
Job Institutional Portfolio Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2011 - Present
OFI Institutional Asset Management ("OppenheimerFunds, Inc.) November 2005 - February 2011
National Railroad Retirement Investment Trust (NRRIT) November 2003 - May 2005
Mercantile Safe Deposit & Trust Company (Mercantile Capital Advisors) November 1978 - May 2003
Education
Loyola University Maryland 1979 — 1981
MA, Finance
University of Pennsylvania
BA, Economics
Eaton Vance June 2011 - Present
OFI Institutional Asset Management ("OppenheimerFunds, Inc.) November 2005 - February 2011
National Railroad Retirement Investment Trust (NRRIT) November 2003 - May 2005
Mercantile Safe Deposit & Trust Company (Mercantile Capital Advisors) November 1978 - May 2003
Education
Loyola University Maryland 1979 — 1981
MA, Finance
University of Pennsylvania
BA, Economics
Doug Jackson's Eaton Vance Experience June 2007 - September 2007
Job Senior Vice President at Citi Private Bank
Industry Capital Markets
Experience
Citi June 2015 - Present
Elemetal Capital July 2010 - June 2015
NTR Bullion Group July 2010 - November 2011
JP Morgan June 2008 - July 2010
Eaton Vance June 2007 - September 2007
Dent Asset Management January 2007 - June 2007
Wells Fargo June 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Equities, Investments, Alternative Investments, Bloomberg, Derivatives, Hedge Funds, Capital Markets, Options, Trading, Hedging, Metals, Series 7, Fixed Income
Education
Louisiana State University
B.S. Finance
Memorial High School
Citi June 2015 - Present
Elemetal Capital July 2010 - June 2015
NTR Bullion Group July 2010 - November 2011
JP Morgan June 2008 - July 2010
Eaton Vance June 2007 - September 2007
Dent Asset Management January 2007 - June 2007
Wells Fargo June 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Equities, Investments, Alternative Investments, Bloomberg, Derivatives, Hedge Funds, Capital Markets, Options, Trading, Hedging, Metals, Series 7, Fixed Income
Education
Louisiana State University
B.S. Finance
Memorial High School
Velvet Regan's Eaton Vance Experience June 2008 - Present
Job Vice President and Counsel at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2008 - Present
Citi September 2006 - May 2008
Gilmartin, Magence, Camiel & Ross LLP February 2006 - September 2006
U.S. Securities and Exchange Commission December 2003 - March 2004
Education
Northeastern University School of Law 2002 — 2005
JD
University of Maine 1996 — 2000
BS, Business Administration/Finance
Eaton Vance June 2008 - Present
Citi September 2006 - May 2008
Gilmartin, Magence, Camiel & Ross LLP February 2006 - September 2006
U.S. Securities and Exchange Commission December 2003 - March 2004
Education
Northeastern University School of Law 2002 — 2005
JD
University of Maine 1996 — 2000
BS, Business Administration/Finance
David Guarino's Eaton Vance Experience April 2008 - Present
Job Assistant Vice President Fund Administration Accounting & Oversight at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2008 - Present
MFS Investment Management September 2000 - April 2008
IBT 2000 - September 2001
IBT July 1998 - 2000
Education
Merrimack College 1994 — 1998
Bachelor of Science (BS), Accounting
Eaton Vance April 2008 - Present
MFS Investment Management September 2000 - April 2008
IBT 2000 - September 2001
IBT July 1998 - 2000
Education
Merrimack College 1994 — 1998
Bachelor of Science (BS), Accounting
Naga Beeram's Eaton Vance Experience May 2013 - Present
Job Consultant at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2013 - Present
Deutsche Bank February 2010 - December 2012
Barclays Capital September 2008 - January 2010
Lehman Brothers August 1997 - September 2008
OppenheimerFunds April 1997 - August 1997
Verizon September 1996 - April 1997
Merrill Lynch June 1995 - September 1996
Simon and Schuster September 1994 - March 1995
Skills
Fixed Income, Credit Derivatives, Electronic Trading, Trading Systems, Prime Brokerage, Equities, Derivatives, Market Data, Equity Derivatives, Sybase, Low Latency, FX Options, Options, Swaps, Bonds, Middle Office, Trading, Interest Rate...
Education
Hyderabad Public School
North Dakota State University
M.S, Computer Science
Osmania University
B.S, Electonics and Communication Engineering
Eaton Vance May 2013 - Present
Deutsche Bank February 2010 - December 2012
Barclays Capital September 2008 - January 2010
Lehman Brothers August 1997 - September 2008
OppenheimerFunds April 1997 - August 1997
Verizon September 1996 - April 1997
Merrill Lynch June 1995 - September 1996
Simon and Schuster September 1994 - March 1995
Skills
Fixed Income, Credit Derivatives, Electronic Trading, Trading Systems, Prime Brokerage, Equities, Derivatives, Market Data, Equity Derivatives, Sybase, Low Latency, FX Options, Options, Swaps, Bonds, Middle Office, Trading, Interest Rate...
Education
Hyderabad Public School
North Dakota State University
M.S, Computer Science
Osmania University
B.S, Electonics and Communication Engineering
Dottie Jones's Eaton Vance Experience August 2012 - Present
Job AVP at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2012 - Present
CGI Federal May 2011 - August 2012
Fidelity National Information Services 2007 - May 2010
STATE STREET CORPORATION November 2005 - August 2007
Putnam Investments January 1985 - October 2004
Skills
FINRA Series 6 & 63
Education
Nichols College
Eaton Vance August 2012 - Present
CGI Federal May 2011 - August 2012
Fidelity National Information Services 2007 - May 2010
STATE STREET CORPORATION November 2005 - August 2007
Putnam Investments January 1985 - October 2004
Skills
FINRA Series 6 & 63
Education
Nichols College
Jennifer Ronan's Eaton Vance Experience 1997 - 2001
Job Director, Training and Client Relations
Industry Financial Services
Experience
AI Insight August 2011 - Present
Paladin Realty Partners, LLC May 2007 - May 2010
Boston Capital February 2004 - May 2007
Eaton Vance 1997 - 2001
The Office of Senator Edward M. Kennedy January 1997 - November 1997
Skills
Marketing Communications, Alternative Investments, Sales, Key Account..., Key Account Development, Marketing, AI Insight Platform
Education
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Leiden University 1996 — 1996
Economics and international politics.
AI Insight August 2011 - Present
Paladin Realty Partners, LLC May 2007 - May 2010
Boston Capital February 2004 - May 2007
Eaton Vance 1997 - 2001
The Office of Senator Edward M. Kennedy January 1997 - November 1997
Skills
Marketing Communications, Alternative Investments, Sales, Key Account..., Key Account Development, Marketing, AI Insight Platform
Education
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Leiden University 1996 — 1996
Economics and international politics.
Keith Kirkland, CFA's Eaton Vance Experience July 2008 - December 2008
Job Associate at Sankaty Advisors
Industry Financial Services
Experience
Sankaty Advisors September 2014 - Present
Manulife Asset Management January 2012 - August 2014
Manulife Financial July 2010 - December 2011
Credit Suisse July 2009 - December 2009
Eaton Vance July 2008 - December 2008
Skills
Bloomberg, Investments, Equity Research, Equities, Valuation, Financial Modeling, Financial Analysis, Mutual Funds, Capital Markets, Microsoft Excel
Education
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration
Sankaty Advisors September 2014 - Present
Manulife Asset Management January 2012 - August 2014
Manulife Financial July 2010 - December 2011
Credit Suisse July 2009 - December 2009
Eaton Vance July 2008 - December 2008
Skills
Bloomberg, Investments, Equity Research, Equities, Valuation, Financial Modeling, Financial Analysis, Mutual Funds, Capital Markets, Microsoft Excel
Education
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration
Chris Halpin, CRPS®'s Eaton Vance Experience January 2010 - January 2015
Job Regional 401(k) Sales Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
Eaton Vance January 2010 - January 2015
Edward Jones December 2006 - January 2010
ING Mutual Funds December 2005 - October 2006
AllianceBernstein February 2001 - December 2005
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Wealth Management, Retirement Planning, Asset Management, Securities, Alternative Investments, Retirement, 401k, Financial Services, Portfolio Management, Financial Planning, Sales, Investment Advisory, Investment Strategies, Equities, Fixed Income, Separately Managed..., Investment Management, Relationship Management, Financial Advisory, ETFs
Education
Montclair State University
Lincoln Financial Distributors June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
Eaton Vance January 2010 - January 2015
Edward Jones December 2006 - January 2010
ING Mutual Funds December 2005 - October 2006
AllianceBernstein February 2001 - December 2005
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Wealth Management, Retirement Planning, Asset Management, Securities, Alternative Investments, Retirement, 401k, Financial Services, Portfolio Management, Financial Planning, Sales, Investment Advisory, Investment Strategies, Equities, Fixed Income, Separately Managed..., Investment Management, Relationship Management, Financial Advisory, ETFs
Education
Montclair State University
Bich-Van Nguyen's Eaton Vance Experience December 2010 - April 2011
Job Sr. Business System Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Eaton Vance December 2010 - April 2011
Putnam Investments 2010 - 2010
Bank of New York Mellon 2008 - 2009
Fidelity Investments March 2006 - December 2007
eCredit.com 1998 - 2000
Skills
Mutual Funds, SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, Project Management, Vendor Management, Financial Services, Software Project..., CRM, Process Improvement
Education
Northeastern University 1990 — 1992
Master of Science (MS), Mathematics in Computing
Northeastern University 1990 — 1992
Master of Science (M.S.), Mathematics in Computing
Simmons College 1986 — 1990
Bachelor of Science (B.S.), Computer Science and Mathematics
Fidelity Investments May 2011 - Present
Eaton Vance December 2010 - April 2011
Putnam Investments 2010 - 2010
Bank of New York Mellon 2008 - 2009
Fidelity Investments March 2006 - December 2007
eCredit.com 1998 - 2000
Skills
Mutual Funds, SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, Project Management, Vendor Management, Financial Services, Software Project..., CRM, Process Improvement
Education
Northeastern University 1990 — 1992
Master of Science (MS), Mathematics in Computing
Northeastern University 1990 — 1992
Master of Science (M.S.), Mathematics in Computing
Simmons College 1986 — 1990
Bachelor of Science (B.S.), Computer Science and Mathematics
Ivan Huerta's Eaton Vance Experience October 2005 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance October 2005 - Present
Brown Brothers Harriman May 2005 - October 2005
Skills
Mutual Funds, Investments, Asset Management, Series 63, Series 7
Education
Merrimack College 2000 — 2004
Bridgton Academy 1999 — 2000
N/A, N/A: post grad year
Eaton Vance October 2005 - Present
Brown Brothers Harriman May 2005 - October 2005
Skills
Mutual Funds, Investments, Asset Management, Series 63, Series 7
Education
Merrimack College 2000 — 2004
Bridgton Academy 1999 — 2000
N/A, N/A: post grad year
J. Scott Craig's Eaton Vance Experience January 2005 - Present
Job VP / Portfolio Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance January 2005 - Present
Northwestern Mutual Life 1996 - 2005
Charles E Smith Residential Realty (NYSE - SRW) 1994 - 1996
Northwestern Mutual Life 1990 - 1994
Price Waterhouse 1985 - 1988
Skills
Real Estate, Real Estate Investment, Real Estate Finance, Investments, Real Estate Economics, Portfolio Management, Asset Managment, Capital Markets, Investment Strategies, Valuation, Investor Relations, Mutual Funds, Investment Properties, Asset Allocation, Due Diligence, Asset Management, Financial Modeling, Equities, Equity Research, Investment Management, Hedge Funds, Equity Valuation, Private Equity, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance, Marketing, Management Policy
William & Mary 1981 — 1985
BBA, Accounting
Eaton Vance January 2005 - Present
Northwestern Mutual Life 1996 - 2005
Charles E Smith Residential Realty (NYSE - SRW) 1994 - 1996
Northwestern Mutual Life 1990 - 1994
Price Waterhouse 1985 - 1988
Skills
Real Estate, Real Estate Investment, Real Estate Finance, Investments, Real Estate Economics, Portfolio Management, Asset Managment, Capital Markets, Investment Strategies, Valuation, Investor Relations, Mutual Funds, Investment Properties, Asset Allocation, Due Diligence, Asset Management, Financial Modeling, Equities, Equity Research, Investment Management, Hedge Funds, Equity Valuation, Private Equity, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance, Marketing, Management Policy
William & Mary 1981 — 1985
BBA, Accounting
Valerie Lubrano's Eaton Vance Experience 2003 - 2004
Job Director, Operational Risk Management at Overseas Private Investment Corporation
Industry Investment Management
Experience
Overseas Private Investment Corporation February 2015 - Present
Dynamo Technologies, LLC May 2014 - February 2015
Accion May 2012 - August 2012
Calvert Social Investment Foundation, Inc June 2011 - May 2012
Loomis Sayles July 2007 - July 2010
Evergreen Investments July 2006 - July 2007
MFS Investment Management 2005 - 2005
Wellington Management 2004 - 2004
Eaton Vance 2003 - 2004
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
University of Maryland School of Public Policy
Master of Public Policy (MPP), International Security & Economic Policy
Northeastern University 2001 — 2006
BS, Mathematics & Finance
Overseas Private Investment Corporation February 2015 - Present
Dynamo Technologies, LLC May 2014 - February 2015
Accion May 2012 - August 2012
Calvert Social Investment Foundation, Inc June 2011 - May 2012
Loomis Sayles July 2007 - July 2010
Evergreen Investments July 2006 - July 2007
MFS Investment Management 2005 - 2005
Wellington Management 2004 - 2004
Eaton Vance 2003 - 2004
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
University of Maryland School of Public Policy
Master of Public Policy (MPP), International Security & Economic Policy
Northeastern University 2001 — 2006
BS, Mathematics & Finance
Robert Runge's Eaton Vance Experience January 2009 - Present
Job Portfolio Administrator at Eaton Vance
Industry Financial Services
Experience
Eaton Vance January 2009 - Present
MD Sass August 2000 - December 2008
MD Sass 2000 - 2008
MD Sass 2000 - 2008
JP Morgan April 1997 - August 2000
JPMorgan Chase 1997 - 2000
Education
Manhattan College 1989 — 1993
BS, Accounting
Eaton Vance January 2009 - Present
MD Sass August 2000 - December 2008
MD Sass 2000 - 2008
MD Sass 2000 - 2008
JP Morgan April 1997 - August 2000
JPMorgan Chase 1997 - 2000
Education
Manhattan College 1989 — 1993
BS, Accounting
Aida Jovani's Eaton Vance Experience April 2010 - Present
Job Financial Analyst Corporate Accounting at Eaton Vance
Industry Accounting
Experience
Eaton Vance April 2010 - Present
Reznick Group January 2008 - January 2009
Education
Northeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Salem State University 2003 — 2008
Business Administration, Accounting/Finance
Eaton Vance April 2010 - Present
Reznick Group January 2008 - January 2009
Education
Northeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Salem State University 2003 — 2008
Business Administration, Accounting/Finance
Jill Homburg Bolen's Eaton Vance Experience December 2005 - December 2006
Job Senior Director, Project Management at Interactive Data
Industry Financial Services
Experience
Interactive Data September 2014 - Present
Interactive Data January 2014 - August 2014
Interactive Data August 2010 - June 2013
Interactive Data January 2007 - July 2010
Eaton Vance December 2005 - December 2006
Olmstead Associates 1998 - November 2005
Scudder Investments 1990 - 1997
Scudder Investments 1987 - 1989
Skills
Fixed Income, Market Data, Trading Systems, Corporate Actions, Derivatives, Financial Services, Reference Data, Financial Markets, Securities, Business Analysis, Equities, Options, Management, Back Office
Education
Miami University 1981 — 1985
B.S. Business Administration, Organizational Administration
Loveland High School, American School of Paris
Interactive Data September 2014 - Present
Interactive Data January 2014 - August 2014
Interactive Data August 2010 - June 2013
Interactive Data January 2007 - July 2010
Eaton Vance December 2005 - December 2006
Olmstead Associates 1998 - November 2005
Scudder Investments 1990 - 1997
Scudder Investments 1987 - 1989
Skills
Fixed Income, Market Data, Trading Systems, Corporate Actions, Derivatives, Financial Services, Reference Data, Financial Markets, Securities, Business Analysis, Equities, Options, Management, Back Office
Education
Miami University 1981 — 1985
B.S. Business Administration, Organizational Administration
Loveland High School, American School of Paris
Allan DeLaria's Eaton Vance Experience July 2008 - December 2008
Job Project Manager / Field Manager at LeapFrog Systems
Industry Information Technology and Services
Experience
LeapFrog Systems August 2011 - Present
Best Doctors July 2010 - August 2011
Best Doctors January 2009 - June 2010
Best Doctors December 2008 - February 2009
LeapFrog Systems 2008 - 2009
Eaton Vance July 2008 - December 2008
PFPC April 1993 - June 2008
Skills
Project Management, MS Project, Agile Project Management, SDLC, Healthcare Information..., Program Management, Enterprise Architecture, Management, Information Technology, Software Project..., Business Analysis, Systems Analysis, Process Improvement, Requirements Analysis, Visio, Disaster Recovery, Vendor Management
Education
Merrimack College
LeapFrog Systems August 2011 - Present
Best Doctors July 2010 - August 2011
Best Doctors January 2009 - June 2010
Best Doctors December 2008 - February 2009
LeapFrog Systems 2008 - 2009
Eaton Vance July 2008 - December 2008
PFPC April 1993 - June 2008
Skills
Project Management, MS Project, Agile Project Management, SDLC, Healthcare Information..., Program Management, Enterprise Architecture, Management, Information Technology, Software Project..., Business Analysis, Systems Analysis, Process Improvement, Requirements Analysis, Visio, Disaster Recovery, Vendor Management
Education
Merrimack College
Michele Lalchand's Eaton Vance Experience 2009 - 2012
Job Executive Assistant at National Grid
Industry Utilities
Experience
National Grid September 2014 - Present
Mercer April 2013 - September 2014
Eaton Vance 2009 - 2012
Eaton Vance 2002 - 2008
Skills
Type 90 WPM, Time Management, Microsoft Office 2010, SharePoint, Concur, Salesforce.com, SAP, WebEx, Go-To Meeting, Adobe Acrobat..., Travel Arrangements, Expense Reports, Client Billing, Invoicing, Confidentiality, Legal Documents, Proofreading, Organization, File Management, Executive Level..., Business Correspondence, Internet Explorer, Microsoft for Mac, Diligent, Documentum, iPad, Firefox, Safari, Research, Independent Projects, Phone Etiquette, Food & Beverage, Troubleshooting, Employee Loyalty, Highly Dedicated, Highly Reliable, Team-oriented, Customer Service, Consulting, Executive...
Education
Boston University Center for Professional Education 2008 — 2008
Paralegal Certificate
Middlesex Community College 1992 — 1995
Associates, Business Administration
National Grid September 2014 - Present
Mercer April 2013 - September 2014
Eaton Vance 2009 - 2012
Eaton Vance 2002 - 2008
Skills
Type 90 WPM, Time Management, Microsoft Office 2010, SharePoint, Concur, Salesforce.com, SAP, WebEx, Go-To Meeting, Adobe Acrobat..., Travel Arrangements, Expense Reports, Client Billing, Invoicing, Confidentiality, Legal Documents, Proofreading, Organization, File Management, Executive Level..., Business Correspondence, Internet Explorer, Microsoft for Mac, Diligent, Documentum, iPad, Firefox, Safari, Research, Independent Projects, Phone Etiquette, Food & Beverage, Troubleshooting, Employee Loyalty, Highly Dedicated, Highly Reliable, Team-oriented, Customer Service, Consulting, Executive...
Education
Boston University Center for Professional Education 2008 — 2008
Paralegal Certificate
Middlesex Community College 1992 — 1995
Associates, Business Administration
Jessica Manrique's Eaton Vance Experience June 2014 - Present
Job Senior RFP Specialist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2014 - Present
Wellington Management February 2011 - June 2014
Wellington Management August 2009 - February 2011
Liberty Mutual Insurance March 2008 - August 2009
Skills
Financial Analysis, Investments, Business Analysis, Mutual Funds, Financial Services, Insurance, Asset Managment, Finance, Microsoft Excel, Corporate Finance, Relationship Management, Equities, Asset Management, Management, Fixed Income, Valuation, Bloomberg
Education
Northeastern University 2001 — 2006
Bachelor of Science in Business Administration, International Business and Marketing, Cum Laude
Universidad Pontificia Comillas 2003 — 2004
International Business - Year Abroad
Milton Hershey School 1992 — 2001
Eaton Vance June 2014 - Present
Wellington Management February 2011 - June 2014
Wellington Management August 2009 - February 2011
Liberty Mutual Insurance March 2008 - August 2009
Skills
Financial Analysis, Investments, Business Analysis, Mutual Funds, Financial Services, Insurance, Asset Managment, Finance, Microsoft Excel, Corporate Finance, Relationship Management, Equities, Asset Management, Management, Fixed Income, Valuation, Bloomberg
Education
Northeastern University 2001 — 2006
Bachelor of Science in Business Administration, International Business and Marketing, Cum Laude
Universidad Pontificia Comillas 2003 — 2004
International Business - Year Abroad
Milton Hershey School 1992 — 2001
Tom Fennel's Eaton Vance Experience August 2008 - June 2010
Job Business Development Associate at HourlyNerd
Industry Financial Services
Experience
HourlyNerd August 2015 - Present
Columbia Threadneedle Investments June 2010 - August 2015
Eaton Vance August 2008 - June 2010
Polaroid May 2007 - August 2007
Skills
Finance, Investments, Financial Modeling, Strategic Financial..., Segmentation, Financial Analysis, Trading, Financial Reporting, Salesforce.com, Morningstar, Series 7, Mutual Funds, 401k, Financial Planning
Education
Merrimack College 2004 — 2008
Finance
Ridgefield High School 2000 — 2004
HourlyNerd August 2015 - Present
Columbia Threadneedle Investments June 2010 - August 2015
Eaton Vance August 2008 - June 2010
Polaroid May 2007 - August 2007
Skills
Finance, Investments, Financial Modeling, Strategic Financial..., Segmentation, Financial Analysis, Trading, Financial Reporting, Salesforce.com, Morningstar, Series 7, Mutual Funds, 401k, Financial Planning
Education
Merrimack College 2004 — 2008
Finance
Ridgefield High School 2000 — 2004
Aidan Forde, CFA's Eaton Vance Experience January 2013 - May 2013
Job Vice President at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc. June 2013 - Present
Eaton Vance January 2013 - May 2013
Eaton Vance September 2010 - December 2012
Eaton Vance January 2009 - August 2010
State Street March 2008 - January 2009
Skills
Series 7, Mutual Funds, Series 6, Series 63, Investments, Series 66, Alternative Investments, Asset Allocation, Portfolio Management, Uniform Combined State..., Securities, Chartered Financial..., Sales, Asset Management
Education
Merrimack College 2003 — 2007
BA, Communication Studies; Political Science
Merrimack College 2003 — 2007
Bachelor of Liberal Arts, Communication Studies
RBC Global Asset Management (U.S.) Inc. June 2013 - Present
Eaton Vance January 2013 - May 2013
Eaton Vance September 2010 - December 2012
Eaton Vance January 2009 - August 2010
State Street March 2008 - January 2009
Skills
Series 7, Mutual Funds, Series 6, Series 63, Investments, Series 66, Alternative Investments, Asset Allocation, Portfolio Management, Uniform Combined State..., Securities, Chartered Financial..., Sales, Asset Management
Education
Merrimack College 2003 — 2007
BA, Communication Studies; Political Science
Merrimack College 2003 — 2007
Bachelor of Liberal Arts, Communication Studies
Kyle Dussault's Eaton Vance Experience June 2001 - July 2004
Job Corporate Actions Specialist at State Street Bank
Industry Financial Services
Experience
State Street Bank February 2006 - Present
State Street Bank February 2005 - February 2006
US Bank July 2004 - February 2005
Eaton Vance June 2001 - July 2004
Skills
Mutual Funds, Fund Accounting, Securities
Education
Merrimack College 1997 — 2001
Bachelor of Science Degree in Business Administration, Management
State Street Bank February 2006 - Present
State Street Bank February 2005 - February 2006
US Bank July 2004 - February 2005
Eaton Vance June 2001 - July 2004
Skills
Mutual Funds, Fund Accounting, Securities
Education
Merrimack College 1997 — 2001
Bachelor of Science Degree in Business Administration, Management
Maureen Namawejje's Eaton Vance Experience June 2008 - August 2008
Job Senior Financial Analyst at New YorkPresbyterian Hospital
Industry Medical Practice
Experience
New York-Presbyterian Hospital June 2015 - Present
Stamford Health Integrated Practices March 2013 - May 2015
EmblemHealth June 2012 - December 2012
MTA Bridges and Tunnels November 2011 - May 2012
State Street March 2010 - July 2011
American Income Life October 2009 - March 2010
University of Massachusetts Amherst January 2008 - May 2009
University of Massachusetts Amherst October 2006 - May 2009
Eaton Vance June 2008 - August 2008
Skills
Teamwork, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Investments, Access, Microsoft Word, Analysis, Economics, Insurance, Social Media, Financial Modeling, Statistics, Market Research, Budgets, Financial Reporting, Policy, Public Speaking
Education
New York University 2011 — 2013
MPA, Health Finance
University of Massachusetts, Amherst 2005 — 2009
Bachelors, Economics
Gayaza High School
High school Dipolma
New York-Presbyterian Hospital June 2015 - Present
Stamford Health Integrated Practices March 2013 - May 2015
EmblemHealth June 2012 - December 2012
MTA Bridges and Tunnels November 2011 - May 2012
State Street March 2010 - July 2011
American Income Life October 2009 - March 2010
University of Massachusetts Amherst January 2008 - May 2009
University of Massachusetts Amherst October 2006 - May 2009
Eaton Vance June 2008 - August 2008
Skills
Teamwork, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Investments, Access, Microsoft Word, Analysis, Economics, Insurance, Social Media, Financial Modeling, Statistics, Market Research, Budgets, Financial Reporting, Policy, Public Speaking
Education
New York University 2011 — 2013
MPA, Health Finance
University of Massachusetts, Amherst 2005 — 2009
Bachelors, Economics
Gayaza High School
High school Dipolma
John Brodbine's Eaton Vance Experience May 2004 - Present
Job Structured Portfolio Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2004 - Present
US Bank December 2000 - April 2004
Skills
Structured Products, Fixed Income, Structured Finance, Bonds, Asset Management, Finance, Alternative Investments, Bloomberg, Securities, Financial Structuring, Mutual Funds, Capital Markets, Investment Management, Investment Strategies
Education
Merrimack College 1998 — 2001
BS, BA - Finance
Eaton Vance May 2004 - Present
US Bank December 2000 - April 2004
Skills
Structured Products, Fixed Income, Structured Finance, Bonds, Asset Management, Finance, Alternative Investments, Bloomberg, Securities, Financial Structuring, Mutual Funds, Capital Markets, Investment Management, Investment Strategies
Education
Merrimack College 1998 — 2001
BS, BA - Finance
Srinivas Brahmadevara's Eaton Vance Experience September 2013 - Present
Job Ab Initio Architect at Eaton Vance Management
Industry Investment Management
Experience
Eaton Vance September 2013 - Present
Western Asset Management February 2006 - August 2013
Skills
Ab Initio, Sybase, Data Warehousing, ETL, Unix Shell Scripting, Oracle, Unix, SQL, PL/SQL, Data Modeling, VBA, SDLC, Business Intelligence, Databases, Dimensional Modeling
Education
National Institute of Technology Warangal 1999 — 2003
Bachelor of Technology (B.Tech.)
Eaton Vance September 2013 - Present
Western Asset Management February 2006 - August 2013
Skills
Ab Initio, Sybase, Data Warehousing, ETL, Unix Shell Scripting, Oracle, Unix, SQL, PL/SQL, Data Modeling, VBA, SDLC, Business Intelligence, Databases, Dimensional Modeling
Education
National Institute of Technology Warangal 1999 — 2003
Bachelor of Technology (B.Tech.)
Josh Kazlauskas's Eaton Vance Experience July 2008 - January 2009
Job at GW&K Investment Management
Industry Real Estate
Experience
GW&K Investment Management August 2014 - Present
City Residential Boston January 2012 - Present
Brown Brothers Harriman April 2013 - August 2014
East Coast Realty January 2010 - January 2012
Better Place Realty December 2008 - January 2010
Eaton Vance July 2008 - January 2009
Skills
Real Estate, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Social Media, Sales, Microsoft Word, Social Media Marketing, Event Planning, Facebook, Negotiation, Customer Service, Online Advertising, Management, Start-ups
Education
Northeastern University 2006 — 2011
Bachelor of Science, Business Administration; Entrepreneurship & New Venture Management and Marketing
GW&K Investment Management August 2014 - Present
City Residential Boston January 2012 - Present
Brown Brothers Harriman April 2013 - August 2014
East Coast Realty January 2010 - January 2012
Better Place Realty December 2008 - January 2010
Eaton Vance July 2008 - January 2009
Skills
Real Estate, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Social Media, Sales, Microsoft Word, Social Media Marketing, Event Planning, Facebook, Negotiation, Customer Service, Online Advertising, Management, Start-ups
Education
Northeastern University 2006 — 2011
Bachelor of Science, Business Administration; Entrepreneurship & New Venture Management and Marketing
Eric Zeigler's Eaton Vance Experience August 2012 - Present
Job Senior Sales and Advertising Analysts at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2012 - Present
Cantella July 2006 - August 2012
MetLife July 2004 - November 2005
State Street Research May 2001 - July 2004
State Street Research September 2000 - April 2001
Skills
FINRA, Mutual Funds, Investments, Insurance, Trading, Series 63, Series 7, Series 24, Securities, Investment Advisory, Wealth Management, Asset Managment, Retirement Planning, Series 6, Portfolio Management, Strategic Financial..., Fixed Annuities, ETFs, Alternative Investments, Retirement
Education
Suffolk University Law School 1991 — 1994
JD, Securities and Corporate Law
Northeastern University 1986 — 1991
BS, Political Science
Eaton Vance August 2012 - Present
Cantella July 2006 - August 2012
MetLife July 2004 - November 2005
State Street Research May 2001 - July 2004
State Street Research September 2000 - April 2001
Skills
FINRA, Mutual Funds, Investments, Insurance, Trading, Series 63, Series 7, Series 24, Securities, Investment Advisory, Wealth Management, Asset Managment, Retirement Planning, Series 6, Portfolio Management, Strategic Financial..., Fixed Annuities, ETFs, Alternative Investments, Retirement
Education
Suffolk University Law School 1991 — 1994
JD, Securities and Corporate Law
Northeastern University 1986 — 1991
BS, Political Science
Brian Ventura's Eaton Vance Experience June 2010 - Present
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2010 - Present
LaBranche & Co. March 2006 - January 2010
Brown Brothers Harriman November 2000 - February 2006
Education
New York University 2005 — 2007
MA, Economics
Yale University 1996 — 2000
BS, Applied Mathematics, Music
Eaton Vance June 2010 - Present
LaBranche & Co. March 2006 - January 2010
Brown Brothers Harriman November 2000 - February 2006
Education
New York University 2005 — 2007
MA, Economics
Yale University 1996 — 2000
BS, Applied Mathematics, Music
Andrew Lavenson's Eaton Vance Experience January 2010 - July 2010
Job Aspiring Entrepreneur
Industry Marketing and Advertising
Experience
Boston Pedicab September 2013 - Present
Urban AdvenTours June 2013 - Present
Charlesmark Hotel and Lounge August 2011 - Present
Harborside Inn of Boston January 2011 - Present
Eaton Vance January 2010 - July 2010
Skills
Marketing, Customer Service, Sales, Hospitality, Marketing Strategy, Leadership, Microsoft Office
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration, Entrepreneurship
Boston Pedicab September 2013 - Present
Urban AdvenTours June 2013 - Present
Charlesmark Hotel and Lounge August 2011 - Present
Harborside Inn of Boston January 2011 - Present
Eaton Vance January 2010 - July 2010
Skills
Marketing, Customer Service, Sales, Hospitality, Marketing Strategy, Leadership, Microsoft Office
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration, Entrepreneurship
stuart muter's Eaton Vance Experience January 2007 - Present
Job Equity Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2007 - Present
Education
Massachusetts Institute of Technology
Eaton Vance January 2007 - Present
Education
Massachusetts Institute of Technology
Laura Bariso, PHR, SHRM-CP's Eaton Vance Experience July 2011 - December 2011
Job Human Resources Associate at C Space
Industry Human Resources
Experience
C Space December 2013 - Present
High Street Partners April 2013 - December 2013
High Street Partners December 2011 - April 2013
Eaton Vance July 2011 - December 2011
Eaton Vance January 2011 - July 2011
Cole Haan March 2009 - June 2009
Chasan Leyner & Lamparello, PC May 2008 - August 2008
Skills
Recruiting, Employee Benefits, HRIS, Microsoft Excel, PowerPoint, Customer Service, Onboarding, Human Resources, Outlook, Microsoft Office, Microsoft Word, Employee Relations, Benefits Administration, Exit Interviews, ADP HRB, Screening Resumes, SuccessFactors, Taleo, Job Fairs, Community Outreach, Internal Communications, Applicant Tracking..., College Recruiting, New Hire Orientations, ADP Payroll
Education
Northeastern University
BA, Communication Studies
C Space December 2013 - Present
High Street Partners April 2013 - December 2013
High Street Partners December 2011 - April 2013
Eaton Vance July 2011 - December 2011
Eaton Vance January 2011 - July 2011
Cole Haan March 2009 - June 2009
Chasan Leyner & Lamparello, PC May 2008 - August 2008
Skills
Recruiting, Employee Benefits, HRIS, Microsoft Excel, PowerPoint, Customer Service, Onboarding, Human Resources, Outlook, Microsoft Office, Microsoft Word, Employee Relations, Benefits Administration, Exit Interviews, ADP HRB, Screening Resumes, SuccessFactors, Taleo, Job Fairs, Community Outreach, Internal Communications, Applicant Tracking..., College Recruiting, New Hire Orientations, ADP Payroll
Education
Northeastern University
BA, Communication Studies
Jon Kotler's Eaton Vance Experience March 2005 - August 2008
Job Portfolio Manager at Continental Property Management
Industry Real Estate
Experience
Continental Property Management January 2012 - Present
Wentworth Property Management November 2008 - December 2011
Eaton Vance March 2005 - August 2008
Skills
Portfolio Management, Asset Management, Real Estate, Budgeting, Asset Managment, Property Management, New Business Development, Budgets
Education
Northeastern University 2000 — 2004
Bachelor of Arts, Sociology
Continental Property Management January 2012 - Present
Wentworth Property Management November 2008 - December 2011
Eaton Vance March 2005 - August 2008
Skills
Portfolio Management, Asset Management, Real Estate, Budgeting, Asset Managment, Property Management, New Business Development, Budgets
Education
Northeastern University 2000 — 2004
Bachelor of Arts, Sociology
David Pychewicz's Eaton Vance Experience April 2012 - Present
Job Senior Investment Operations Trading Specialist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2012 - Present
SUMMER STREET RESEARCH PARTNERS, INC January 2002 - August 2012
CONCORD EQUITY GROUP December 2002 - December 2003
LEERINK SWANN & CO January 1999 - January 2002
Leerink Swann January 1999 - January 2002
SG COWEN / COWEN & CO January 1992 - January 1999
Education
Harvard University Extension School 2010 — 2014
Master’s Degree, Finance
Northeastern University
Bachelor of Science, Business Administration
Eaton Vance April 2012 - Present
SUMMER STREET RESEARCH PARTNERS, INC January 2002 - August 2012
CONCORD EQUITY GROUP December 2002 - December 2003
LEERINK SWANN & CO January 1999 - January 2002
Leerink Swann January 1999 - January 2002
SG COWEN / COWEN & CO January 1992 - January 1999
Education
Harvard University Extension School 2010 — 2014
Master’s Degree, Finance
Northeastern University
Bachelor of Science, Business Administration
Ashok Nayak's Eaton Vance Experience May 2014 - Present
Job
Industry Information Technology and Services
Experience
Eaton Vance May 2014 - Present
Skills
Ab Initio, ETL, Teradata, Data Warehousing, Data Modeling, Data Warehouse..., Oracle, Unix, Business Intelligence, Dimensional Modeling, PL/SQL, Data Integration, Solution Architecture, Requirements Analysis, DB2, Enterprise Architecture, Leadership, New Business Development, Project Estimation, Software Cost Estimation, Solution Development, Project Planning, Data Analysis, Business Analysis, Master Data Management, SDLC, Unix Shell Scripting, Requirements Gathering, SSIS
Education
Visvesvaraya National Institute of Technology 1999 — 2003
BE, Electronics Engineering
Northeastern University
Master's Degree, Computer Engineering
Eaton Vance May 2014 - Present
Skills
Ab Initio, ETL, Teradata, Data Warehousing, Data Modeling, Data Warehouse..., Oracle, Unix, Business Intelligence, Dimensional Modeling, PL/SQL, Data Integration, Solution Architecture, Requirements Analysis, DB2, Enterprise Architecture, Leadership, New Business Development, Project Estimation, Software Cost Estimation, Solution Development, Project Planning, Data Analysis, Business Analysis, Master Data Management, SDLC, Unix Shell Scripting, Requirements Gathering, SSIS
Education
Visvesvaraya National Institute of Technology 1999 — 2003
BE, Electronics Engineering
Northeastern University
Master's Degree, Computer Engineering
Alexandra Bielawski's Eaton Vance Experience March 2013 - Present
Job Trading Assistant at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2013 - Present
Eaton Vance October 2012 - Present
Boston Advantage August 2010 - October 2012
BNY Mellon June 2012 - September 2012
BNY Mellon May 2010 - May 2012
BNY Mellon January 2009 - July 2009
Wellington Management January 2008 - August 2008
Skills
Investment Operations, Bloomberg, Fixed Income, Pricing, Securities, Investments, Financial Modeling, Asset Management, Bloomberg Terminal, Derivatives, Mutual Funds, Alternative Investments
Education
Northeastern University 2005 — 2010
Bachelors in Business Administration, Finance, Economics
Buckingham Browne & Nichols 1999 — 2005
Eaton Vance March 2013 - Present
Eaton Vance October 2012 - Present
Boston Advantage August 2010 - October 2012
BNY Mellon June 2012 - September 2012
BNY Mellon May 2010 - May 2012
BNY Mellon January 2009 - July 2009
Wellington Management January 2008 - August 2008
Skills
Investment Operations, Bloomberg, Fixed Income, Pricing, Securities, Investments, Financial Modeling, Asset Management, Bloomberg Terminal, Derivatives, Mutual Funds, Alternative Investments
Education
Northeastern University 2005 — 2010
Bachelors in Business Administration, Finance, Economics
Buckingham Browne & Nichols 1999 — 2005
Elizabeth Ducey's Eaton Vance Experience July 2011 - March 2012
Job Investment Management Professional
Industry Investment Management
Experience
Sun Life Financial December 2013 - Present
Mercer 2012 - 2013
Eaton Vance July 2011 - March 2012
Roche Bros August 2005 - July 2011
Skills
Customer Service, Mutual Funds, Customer Retention, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Data Entry, Time Management, Telephone Skills, Sales, Teamwork, Access, Retail, Team Leadership, Management, Social Media, Customer Satisfaction, Employee Relations
Education
Nichols College 2007 — 2011
Bachelor, Science Business Administration; Marketing
Sun Life Financial December 2013 - Present
Mercer 2012 - 2013
Eaton Vance July 2011 - March 2012
Roche Bros August 2005 - July 2011
Skills
Customer Service, Mutual Funds, Customer Retention, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Data Entry, Time Management, Telephone Skills, Sales, Teamwork, Access, Retail, Team Leadership, Management, Social Media, Customer Satisfaction, Employee Relations
Education
Nichols College 2007 — 2011
Bachelor, Science Business Administration; Marketing
Vienna Thompkins's Eaton Vance Experience July 2013 - December 2013
Job
Industry Staffing and Recruiting
Experience
EY July 2014 - Present
Northeastern University September 2011 - May 2014
Eaton Vance July 2013 - December 2013
Northeastern University Residential Life May 2013 - August 2013
Northeastern University Residential Life August 2012 - August 2013
Northeastern University July 2012 - August 2012
Skills
Community Outreach, Event Management, Social Networking, Microsoft Word, Non-profits, Social Media, Customer Service, Grassroots Organizing, Event Planning, Fundraising, Spanish, PowerPoint, Nonprofits, Recsolu, Taleo, Salesforce, LinkedIn Recruiter, Microsoft Excel, Microsoft Access, Microsoft Office, Mac OS X, Mac, Public Speaking, Final Cut Pro, Teaching, Chinese, Teamwork, College Recruiting, HTML, CSS, JavaScript, jQuery, Leadership
Education
Northeastern University 2011 — 2015
Bachelor of Arts (BA)
Yunnan University 2012 — 2012
Chinese Immersion Certificate
The Academy of the New Church Girls School 2007 — 2011
Comprehensive Diploma, with Honors
EY July 2014 - Present
Northeastern University September 2011 - May 2014
Eaton Vance July 2013 - December 2013
Northeastern University Residential Life May 2013 - August 2013
Northeastern University Residential Life August 2012 - August 2013
Northeastern University July 2012 - August 2012
Skills
Community Outreach, Event Management, Social Networking, Microsoft Word, Non-profits, Social Media, Customer Service, Grassroots Organizing, Event Planning, Fundraising, Spanish, PowerPoint, Nonprofits, Recsolu, Taleo, Salesforce, LinkedIn Recruiter, Microsoft Excel, Microsoft Access, Microsoft Office, Mac OS X, Mac, Public Speaking, Final Cut Pro, Teaching, Chinese, Teamwork, College Recruiting, HTML, CSS, JavaScript, jQuery, Leadership
Education
Northeastern University 2011 — 2015
Bachelor of Arts (BA)
Yunnan University 2012 — 2012
Chinese Immersion Certificate
The Academy of the New Church Girls School 2007 — 2011
Comprehensive Diploma, with Honors
Tiange Lei's Eaton Vance Experience June 2014 - Present
Job Equity Associate at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2014 - Present
Education
Wellesley College 2010 — 2014
Bachelor's degree
Massachusetts Institute of Technology 2010 — 2014
Cross-Registered Student
International Academy 2006 — 2010
High School
Eaton Vance June 2014 - Present
Education
Wellesley College 2010 — 2014
Bachelor's degree
Massachusetts Institute of Technology 2010 — 2014
Cross-Registered Student
International Academy 2006 — 2010
High School
Jacquelyn D'Angio's Eaton Vance Experience June 2015 - August 2015
Job
Industry
Experience
University Products Inc. February 2014 - Present
Mount Holyoke College September 2013 - Present
Eaton Vance June 2015 - August 2015
Hannaford Bros. Co. March 2012 - May 2015
Council for European Studies June 2014 - August 2014
NYC Department of Parks & Recreation June 2013 - August 2013
Skills
Blogging, Microsoft Excel, Research, PowerPoint, Statistics, Forecasting, Budgets, Databases, Economics, Facebook, Microsoft Word, Data Entry, Microsoft Office, Time Management
Education
Mount Holyoke College 2012 — 2016
Bachelor of Arts (BA)
Carmel High School 2008 — 2012
University Products Inc. February 2014 - Present
Mount Holyoke College September 2013 - Present
Eaton Vance June 2015 - August 2015
Hannaford Bros. Co. March 2012 - May 2015
Council for European Studies June 2014 - August 2014
NYC Department of Parks & Recreation June 2013 - August 2013
Skills
Blogging, Microsoft Excel, Research, PowerPoint, Statistics, Forecasting, Budgets, Databases, Economics, Facebook, Microsoft Word, Data Entry, Microsoft Office, Time Management
Education
Mount Holyoke College 2012 — 2016
Bachelor of Arts (BA)
Carmel High School 2008 — 2012
Chuan Zhou's Eaton Vance Experience January 2014 - June 2014
Job Student at Simon Business School
Industry Financial Services
Experience
Eaton Vance January 2014 - June 2014
Beth Israel Deaconess Medical Center June 2012 - January 2013
Education
Northeastern University 2011 — 2015
Bachelor's degree, Accounting and Finance
University of Rochester
Master’s Degree, Finance, General
Eaton Vance January 2014 - June 2014
Beth Israel Deaconess Medical Center June 2012 - January 2013
Education
Northeastern University 2011 — 2015
Bachelor's degree, Accounting and Finance
University of Rochester
Master’s Degree, Finance, General
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group