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
Blake Cruice Blake Cruice's Eaton Vance Experience January 2015 - Present
Job Internal Wholesaler at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2015 - Present
Eaton Vance January 2014 - December 2014
Charles Sterling Group August 2013 - January 2014
Cruice Financial Organization September 2012 - July 2013
Skills
Investments, Financial Analysis, Microsoft Office, Equities, Executive Search, Morningstar Office, Market Research, Data Analysis, Finance
Education
Rollins College
B.A., Economics
Blair Academy
Eaton Vance January 2015 - Present
Eaton Vance January 2014 - December 2014
Charles Sterling Group August 2013 - January 2014
Cruice Financial Organization September 2012 - July 2013
Skills
Investments, Financial Analysis, Microsoft Office, Equities, Executive Search, Morningstar Office, Market Research, Data Analysis, Finance
Education
Rollins College
B.A., Economics
Blair Academy
Tyler Pascucci's Eaton Vance Experience August 2015 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2015 - Present
Eaton Vance January 2015 - August 2015
Robert Half February 2014 - January 2015
Accountemps May 2013 - February 2014
Saint-Gobain Performance Plastics May 2012 - September 2012
Admiral Metals Servicenter Co., Inc. May 2011 - August 2011
Admiral Metals Servicenter Co., Inc. May 2010 - August 2010
Breakaway Ice Center June 2005 - June 2009
Skills
Accounting, Microsoft Office, Public Speaking, Temporary Staffing, Account Management, Sales Management, Financial Accounting, Temporary Placement, Marketing Communications, Communication Skills, Internal Communications, Customer Service, Budgets, Recruiting, Time Management, Sales, Analysis, Leadership
Education
Southern New Hampshire University 2010 — 2013
BS, Business Administration, 3.572
Eaton Vance August 2015 - Present
Eaton Vance January 2015 - August 2015
Robert Half February 2014 - January 2015
Accountemps May 2013 - February 2014
Saint-Gobain Performance Plastics May 2012 - September 2012
Admiral Metals Servicenter Co., Inc. May 2011 - August 2011
Admiral Metals Servicenter Co., Inc. May 2010 - August 2010
Breakaway Ice Center June 2005 - June 2009
Skills
Accounting, Microsoft Office, Public Speaking, Temporary Staffing, Account Management, Sales Management, Financial Accounting, Temporary Placement, Marketing Communications, Communication Skills, Internal Communications, Customer Service, Budgets, Recruiting, Time Management, Sales, Analysis, Leadership
Education
Southern New Hampshire University 2010 — 2013
BS, Business Administration, 3.572
Victoria Brophey's Eaton Vance Experience June 2012 - August 2014
Job Associate at Charles Sterling Group
Industry Financial Services
Experience
Charles Sterling Group October 2014 - Present
Eaton Vance June 2012 - August 2014
Eaton Vance June 2011 - February 2012
Lawson & Weitzen, LLP June 2010 - August 2010
Education
Princeton University 2008 — 2012
A.B., History
Phillips Academy 2004 — 2008
Charles Sterling Group October 2014 - Present
Eaton Vance June 2012 - August 2014
Eaton Vance June 2011 - February 2012
Lawson & Weitzen, LLP June 2010 - August 2010
Education
Princeton University 2008 — 2012
A.B., History
Phillips Academy 2004 — 2008
Kara Woodworth Kara Woodworth's Eaton Vance Experience November 2005 - December 2010
Job Payroll/HR Professional
Industry Financial Services
Experience
FORUM Pharmaceuticals (formerly Envivo Pharmaceuticals) 2012 - 2014
Harvard Business Publishing April 2011 - July 2011
Eaton Vance November 2005 - December 2010
Harborside Healthcare November 2004 - October 2005
Datex-Ohmeda-a division of G.E. Healthcare February 2003 - July 2004
Citizens Bank May 2002 - February 2003
The Home for Little Wanderers February 2001 - April 2002
AmeriCare Home Care October 2000 - January 2001
Skills
Ceridian HRIS/Source..., Source Time &..., ADP Payroll/Workforce..., Peoplesoft, Ultipro HR/Payroll, Microsoft..., Paychex
Education
State University of New York College at Geneseo 1994 — 1998
Bachelor of Arts (B.A.) & Bachelor of Science, Psychology & Communicative Disorders & Sciences
FORUM Pharmaceuticals (formerly Envivo Pharmaceuticals) 2012 - 2014
Harvard Business Publishing April 2011 - July 2011
Eaton Vance November 2005 - December 2010
Harborside Healthcare November 2004 - October 2005
Datex-Ohmeda-a division of G.E. Healthcare February 2003 - July 2004
Citizens Bank May 2002 - February 2003
The Home for Little Wanderers February 2001 - April 2002
AmeriCare Home Care October 2000 - January 2001
Skills
Ceridian HRIS/Source..., Source Time &..., ADP Payroll/Workforce..., Peoplesoft, Ultipro HR/Payroll, Microsoft..., Paychex
Education
State University of New York College at Geneseo 1994 — 1998
Bachelor of Arts (B.A.) & Bachelor of Science, Psychology & Communicative Disorders & Sciences
Jennifer Stock Jennifer Stock's Eaton Vance Experience February 1998 - June 2001
Job Silver Executive Team Leader at Ava Anderson NonToxic
Industry Retail
Experience
Ava Anderson Non-Toxic March 2013 - Present
ABCD, Inc(Action for Boston Community Development) August 2002 - April 2006
HR Logic September 2001 - August 2002
student advantage October 2000 - September 2001
Eaton Vance February 1998 - June 2001
Eaton Vance February 1997 - June 1998
Skills
Nonprofits, Marketing, Human Resources, Event Planning, Social Media, Fundraising, Employee Benefits, Training
Education
Regis College 1994 — 1996
University of Massachusetts, Amherst 1992 — 1996
Ava Anderson Non-Toxic March 2013 - Present
ABCD, Inc(Action for Boston Community Development) August 2002 - April 2006
HR Logic September 2001 - August 2002
student advantage October 2000 - September 2001
Eaton Vance February 1998 - June 2001
Eaton Vance February 1997 - June 1998
Skills
Nonprofits, Marketing, Human Resources, Event Planning, Social Media, Fundraising, Employee Benefits, Training
Education
Regis College 1994 — 1996
University of Massachusetts, Amherst 1992 — 1996
Sean Bakhtiari Sean Bakhtiari's Eaton Vance Experience September 2011 - Present
Job Internal Wholesaler & "Team Leader"
Industry Financial Services
Experience
Eaton Vance September 2011 - Present
DailySoccerDigest January 2015 - Present
Southie FC November 2012 - Present
Eaton Vance May 2010 - September 2011
The Omerta Group 2009 - 2010
BNY Mellon May 2008 - August 2009
Skills
Series 63, Series 7, Mutual Funds, Series 6, Separately Managed..., Uniform Combined State..., Asset Allocation, Fixed Income, FINRA, Alternative Investments, Investments, Bloomberg, Securities, Equities, Investment Strategies, Financial Services, Wealth Management, Asset Managment, Hedge Funds, Portfolio Management, Investment Advisory, Retirement Planning
Education
Providence College 2006 — 2010
BS, Finance
Eaton Vance September 2011 - Present
DailySoccerDigest January 2015 - Present
Southie FC November 2012 - Present
Eaton Vance May 2010 - September 2011
The Omerta Group 2009 - 2010
BNY Mellon May 2008 - August 2009
Skills
Series 63, Series 7, Mutual Funds, Series 6, Separately Managed..., Uniform Combined State..., Asset Allocation, Fixed Income, FINRA, Alternative Investments, Investments, Bloomberg, Securities, Equities, Investment Strategies, Financial Services, Wealth Management, Asset Managment, Hedge Funds, Portfolio Management, Investment Advisory, Retirement Planning
Education
Providence College 2006 — 2010
BS, Finance
Robert Cavezza, PMP Robert Cavezza, PMP's Eaton Vance Experience January 2013 - Present
Job Senior Web Developer at Eaton Vance
Industry Internet
Experience
Eaton Vance January 2013 - Present
Cavezza Holdings LLC August 2008 - Present
EasyUnsubscriber.com November 2010 - July 2011
isWearing.com March 2010 - August 2010
Pennza January 2008 - July 2010
Rutgers University May 2009 - June 2010
Kohl's Department Stores June 2007 - August 2007
Prestige January 2007 - May 2007
Skills
JavaScript, jQuery, Entrepreneurship, WordPress, Ruby on Rails, PHP, Agile Methodologies, Python, Social Media, Email Marketing, Social Media Marketing, Ruby, Start-ups, CRM, Web Applications
Education
General Assembly 2014 — 2014
Data Science
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BS, Marketing, Magna Cum Laude
Eaton Vance January 2013 - Present
Cavezza Holdings LLC August 2008 - Present
EasyUnsubscriber.com November 2010 - July 2011
isWearing.com March 2010 - August 2010
Pennza January 2008 - July 2010
Rutgers University May 2009 - June 2010
Kohl's Department Stores June 2007 - August 2007
Prestige January 2007 - May 2007
Skills
JavaScript, jQuery, Entrepreneurship, WordPress, Ruby on Rails, PHP, Agile Methodologies, Python, Social Media, Email Marketing, Social Media Marketing, Ruby, Start-ups, CRM, Web Applications
Education
General Assembly 2014 — 2014
Data Science
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BS, Marketing, Magna Cum Laude
Sarah Kenyon Sarah Kenyon's Eaton Vance Experience November 2014 - Present
Job AVP, Global Financial Business Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2014 - Present
Eaton Vance March 2013 - November 2014
Eaton Vance November 2011 - March 2013
Eaton Vance June 2010 - November 2011
Merrill Lynch January 2010 - April 2010
Bath Savings Institution May 2009 - January 2010
Education
Simmons College 2006 — 2010
B.S., Financial Mathematics, Economics, Statistics
Morse High School 2002 — 2006
Eaton Vance November 2014 - Present
Eaton Vance March 2013 - November 2014
Eaton Vance November 2011 - March 2013
Eaton Vance June 2010 - November 2011
Merrill Lynch January 2010 - April 2010
Bath Savings Institution May 2009 - January 2010
Education
Simmons College 2006 — 2010
B.S., Financial Mathematics, Economics, Statistics
Morse High School 2002 — 2006
Timothy McGee, AIF® CMFC® Timothy McGee, AIF® CMFC®'s Eaton Vance Experience January 1998 - January 2004
Job Employee Benefits Advisor & Retirement Plan Advisor
Industry Financial Services
Experience
Leading Edge Companies, LLC August 2011 - Present
Paychex HR Solutions September 2006 - August 2011
Citizens Bank - CCO Investment Services Corporation January 2004 - March 2006
Eaton Vance January 1998 - January 2004
Skills
Health Insurance, Employee Benefits, Retirement, Investments, 401k, Securities, Retirement Planning, Human Resources, Payroll, Series 7, Investment Advisory, Employee Wellness..., Executive Pay, Defined Contribution, Long Term Care Insurance, Health Care Reform, Pensions, Group Insurance, Retirement Plan..., ERISA, Life Insurance, Relationship Management, Estate Planning, Risk Management, Wealth Management, Mutual Funds, Insurance, Financial Advisory, Fixed Annuities, Sales, Finance, Customer Service, Series 6, FINRA, Workers Compensation, Benefits Administration, Disability Insurance, Leadership
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Science, Health Sciences
Stetson University
The American College
Leading Edge Companies, LLC August 2011 - Present
Paychex HR Solutions September 2006 - August 2011
Citizens Bank - CCO Investment Services Corporation January 2004 - March 2006
Eaton Vance January 1998 - January 2004
Skills
Health Insurance, Employee Benefits, Retirement, Investments, 401k, Securities, Retirement Planning, Human Resources, Payroll, Series 7, Investment Advisory, Employee Wellness..., Executive Pay, Defined Contribution, Long Term Care Insurance, Health Care Reform, Pensions, Group Insurance, Retirement Plan..., ERISA, Life Insurance, Relationship Management, Estate Planning, Risk Management, Wealth Management, Mutual Funds, Insurance, Financial Advisory, Fixed Annuities, Sales, Finance, Customer Service, Series 6, FINRA, Workers Compensation, Benefits Administration, Disability Insurance, Leadership
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Science, Health Sciences
Stetson University
The American College
Barb Emery Barb Emery's Eaton Vance Experience 1995 - 1998
Job Partner at Scholastic Angel
Industry Events Services
Experience
Scholastic Angel December 2014 - Present
Start-up Consulting February 2014 - Present
Dedham Land Trust 2012 - Present
TechStars February 2013 - May 2013
CIBC World Markets 1998 - 2002
Eaton Vance 1995 - 1998
US Environmental Protection Agency (EPA) 1993 - 1995
Skills
Event Management, Customer Service, Research, Strategic Communications, Leadership, Sales, Project Management, Proofreading, Venture Capital, Management, Start-ups, Digital Media, Equities, Investments
Education
University of Michigan 1993 — 1995
MS, Environmental Policy & Planning
St. Lawrence University 1985 — 1989
BA, Fine arts and Government
Kent Place School 1981 — 1985
Scholastic Angel December 2014 - Present
Start-up Consulting February 2014 - Present
Dedham Land Trust 2012 - Present
TechStars February 2013 - May 2013
CIBC World Markets 1998 - 2002
Eaton Vance 1995 - 1998
US Environmental Protection Agency (EPA) 1993 - 1995
Skills
Event Management, Customer Service, Research, Strategic Communications, Leadership, Sales, Project Management, Proofreading, Venture Capital, Management, Start-ups, Digital Media, Equities, Investments
Education
University of Michigan 1993 — 1995
MS, Environmental Policy & Planning
St. Lawrence University 1985 — 1989
BA, Fine arts and Government
Kent Place School 1981 — 1985
Amar Jayam Amar Jayam's Eaton Vance Experience 2010 - Present
Job Assistant Vice President, Senior PACE BA at Eaton Vance
Industry Computer Software
Experience
Eaton Vance 2010 - Present
Eagle Investment Systems November 2001 - 2010
Skills
Business Analysis, SDLC, Requirements Analysis, Data Warehousing, SQL, Business Intelligence, Software Project..., Oracle, Requirements Gathering, Management, Financial Services
Education
Sri Krishnadevaraya University 1993 — 1995
MBA, Finance
Eaton Vance 2010 - Present
Eagle Investment Systems November 2001 - 2010
Skills
Business Analysis, SDLC, Requirements Analysis, Data Warehousing, SQL, Business Intelligence, Software Project..., Oracle, Requirements Gathering, Management, Financial Services
Education
Sri Krishnadevaraya University 1993 — 1995
MBA, Finance
Eileen Storz-Salino Eileen Storz-Salino's Eaton Vance Experience June 2007 - Present
Job Vice President at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2007 - Present
Evergreen Investments 2005 - 2007
Evergreen Investments/Wachovia Corporation 2005 - 2007
PFPC/PNC/BNY Mellon 2000 - 2005
Putnam Investments 1995 - 2000
Tucker Anthony & R L Day 1981 - 1987
Skills
Client Service, Asset Management, Series 7, Compliance, Series 63, Relationship Management, Series 99, Building Strong..., Asset Managment, Financial Services, Mutual Funds, Alternative Investments, Securities, Hedge Funds, Fixed Income, Trading, ETFs, FINRA, Equities, Investments, Series 6
Education
Simmons College - Simmons School of Management
MBA
Eaton Vance June 2007 - Present
Evergreen Investments 2005 - 2007
Evergreen Investments/Wachovia Corporation 2005 - 2007
PFPC/PNC/BNY Mellon 2000 - 2005
Putnam Investments 1995 - 2000
Tucker Anthony & R L Day 1981 - 1987
Skills
Client Service, Asset Management, Series 7, Compliance, Series 63, Relationship Management, Series 99, Building Strong..., Asset Managment, Financial Services, Mutual Funds, Alternative Investments, Securities, Hedge Funds, Fixed Income, Trading, ETFs, FINRA, Equities, Investments, Series 6
Education
Simmons College - Simmons School of Management
MBA
Lianne Busa Lianne Busa's Eaton Vance Experience September 2007 - June 2010
Job RFP/Presentation Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2010 - Present
Eaton Vance September 2007 - June 2010
New York Life Investment Management LLC September 2002 - September 2007
New York Life Investment Management LLC September 2000 - September 2002
Skills
Marketing, Strategy, Investments, Management, Project Management, Process Improvement, CRM, Business Analysis, Business Development, Customer Service, Financial Services, Proposal Writing, Product Management, Relationship Management, Retirement Planning, Sales
Education
Roger Williams University 1989 — 1993
BS, Business Administration, Finance
TIAA-CREF December 2010 - Present
Eaton Vance September 2007 - June 2010
New York Life Investment Management LLC September 2002 - September 2007
New York Life Investment Management LLC September 2000 - September 2002
Skills
Marketing, Strategy, Investments, Management, Project Management, Process Improvement, CRM, Business Analysis, Business Development, Customer Service, Financial Services, Proposal Writing, Product Management, Relationship Management, Retirement Planning, Sales
Education
Roger Williams University 1989 — 1993
BS, Business Administration, Finance
David Erwin David Erwin's Eaton Vance Experience September 2000 - August 2002
Job Associate Director of Alumni, Central Catholic
Industry Fund-Raising
Experience
Central Catholic High School July 2015 - Present
Marian High School July 2013 - July 2015
ACAAP 2005 - June 2015
Catholic Memorial School August 2002 - December 2012
Eaton Vance September 2000 - August 2002
Skills
Fundraising, Public Speaking, Special Event Planning, Mentoring, Annual Giving, Strategic Planning, Event Management, Stewardship, Alumni Relations, Planned Giving, Event Planning, Writing, Public Relations, Non-profits, Research, Higher Education, Raiser's Edge, Nonprofits, Community Outreach, Philanthropy, Volunteer Management, Annual Fund, Grant Writing, Program Development, Grants, Board Development, Prospect Research, Major Gift Development, Capital Campaigns, Community Development, Fundraisers, Major Gift Solicitations, Capital Campaign..., Donor Recognition, Social Media, Board Relations, Media Relations, Volunteer Recruiting, Press Releases, Newsletters, Non-profit Board..., Non-profit..., Marketing Communications, Social Networking, Facebook, PowerPoint, Budgets, Microsoft Office, Leadership, Editing
Education
Stonehill College 1996 — 2000
BA, Communications
Catholic Memorial 1992 — 1996
Sacred Heart School 1984 — 1992
Central Catholic High School July 2015 - Present
Marian High School July 2013 - July 2015
ACAAP 2005 - June 2015
Catholic Memorial School August 2002 - December 2012
Eaton Vance September 2000 - August 2002
Skills
Fundraising, Public Speaking, Special Event Planning, Mentoring, Annual Giving, Strategic Planning, Event Management, Stewardship, Alumni Relations, Planned Giving, Event Planning, Writing, Public Relations, Non-profits, Research, Higher Education, Raiser's Edge, Nonprofits, Community Outreach, Philanthropy, Volunteer Management, Annual Fund, Grant Writing, Program Development, Grants, Board Development, Prospect Research, Major Gift Development, Capital Campaigns, Community Development, Fundraisers, Major Gift Solicitations, Capital Campaign..., Donor Recognition, Social Media, Board Relations, Media Relations, Volunteer Recruiting, Press Releases, Newsletters, Non-profit Board..., Non-profit..., Marketing Communications, Social Networking, Facebook, PowerPoint, Budgets, Microsoft Office, Leadership, Editing
Education
Stonehill College 1996 — 2000
BA, Communications
Catholic Memorial 1992 — 1996
Sacred Heart School 1984 — 1992
Adam Ferrante's Eaton Vance Experience 2000 - 2007
Job General Manager at Modern Pest Services
Industry Consumer Services
Experience
Modern Pest Services March 2015 - August 2015
Freshin' February 2013 - March 2014
Capital Advisors Group May 2010 - November 2012
Capital Advisors Group March 2007 - November 2012
Eaton Vance 2000 - 2007
Skills
Investment Management, Securities, Equities, Asset Managment, Fixed Income, Investments, Valuation, Financial Modeling, Portfolio Management, Economics, Corporate Finance, Mergers, Bloomberg, Due Diligence, Wealth Management, Private Equity, Credit, Mutual Funds
Education
Ohio Wesleyan University
Bachelor's degree, History
Pingree
Modern Pest Services March 2015 - August 2015
Freshin' February 2013 - March 2014
Capital Advisors Group May 2010 - November 2012
Capital Advisors Group March 2007 - November 2012
Eaton Vance 2000 - 2007
Skills
Investment Management, Securities, Equities, Asset Managment, Fixed Income, Investments, Valuation, Financial Modeling, Portfolio Management, Economics, Corporate Finance, Mergers, Bloomberg, Due Diligence, Wealth Management, Private Equity, Credit, Mutual Funds
Education
Ohio Wesleyan University
Bachelor's degree, History
Pingree
Chris Rohan Chris Rohan's Eaton Vance Experience August 2011 - Present
Job Vice President, Director of Institutional & International Marketing at Eaton Vance
Industry Investment Management
Experience
Eaton Vance August 2011 - Present
LPL Financial September 2010 - August 2011
Fidelity Management & Research Co. January 2008 - September 2010
T. Rowe Price January 2000 - December 2007
Fidelity Investments November 1993 - December 1999
Merrill Lynch October 1988 - August 1993
Skills
Marketing Strategy, Investments, Marketing, Equities, Asset Management, Mutual Funds, Marketing Communications, Content Strategy, Social Media Marketing, Alternative Investments, Program Management, Management, Email Marketing, Marketing Research, Institutional Marketing, Strategic Marketing, Asset Managment, Sales, Asset Allocation, Series 7, Series 24
Education
Providence College 1984 — 1988
B.A.
Eaton Vance August 2011 - Present
LPL Financial September 2010 - August 2011
Fidelity Management & Research Co. January 2008 - September 2010
T. Rowe Price January 2000 - December 2007
Fidelity Investments November 1993 - December 1999
Merrill Lynch October 1988 - August 1993
Skills
Marketing Strategy, Investments, Marketing, Equities, Asset Management, Mutual Funds, Marketing Communications, Content Strategy, Social Media Marketing, Alternative Investments, Program Management, Management, Email Marketing, Marketing Research, Institutional Marketing, Strategic Marketing, Asset Managment, Sales, Asset Allocation, Series 7, Series 24
Education
Providence College 1984 — 1988
B.A.
Tim George Tim George's Eaton Vance Experience May 2015 - Present
Job Sr. Web Developer at Eaton Vance
Industry Information Technology and Services
Experience
Eaton Vance May 2015 - Present
Boston Financial Data Services December 2013 - May 2015
Boston Financial Data Services March 2012 - December 2013
TrueAction, A GSI Commerce Company September 2011 - February 2012
Boston Financial Data Services September 2009 - September 2011
Aramark Uniform Services October 2008 - September 2009
Kelly Services July 2008 - September 2008
Gillette June 2006 - August 2006
Boston Financial Data Services 2004 - 2005
Skills
CSS, JavaScript, PHP, XML, ASP, HTML, HTML 5, CSS3, Java, C#, Microsoft SQL Server, User Experience, .NET, Web Design, Usability, Web Development, SharePoint, Requirements Analysis, SQL, User Interface, jQuery, jQuery UI, jQuery Mobile, Databases, User Interface Design, XHTML, Web Applications, JSON, Git, HTML5
Education
Rochester Institute of Technology 2004 — 2008
BS, Information Technology
Eaton Vance May 2015 - Present
Boston Financial Data Services December 2013 - May 2015
Boston Financial Data Services March 2012 - December 2013
TrueAction, A GSI Commerce Company September 2011 - February 2012
Boston Financial Data Services September 2009 - September 2011
Aramark Uniform Services October 2008 - September 2009
Kelly Services July 2008 - September 2008
Gillette June 2006 - August 2006
Boston Financial Data Services 2004 - 2005
Skills
CSS, JavaScript, PHP, XML, ASP, HTML, HTML 5, CSS3, Java, C#, Microsoft SQL Server, User Experience, .NET, Web Design, Usability, Web Development, SharePoint, Requirements Analysis, SQL, User Interface, jQuery, jQuery UI, jQuery Mobile, Databases, User Interface Design, XHTML, Web Applications, JSON, Git, HTML5
Education
Rochester Institute of Technology 2004 — 2008
BS, Information Technology
Christine Heuston Christine Heuston's Eaton Vance Experience March 2008 - March 2010
Job Practice Management Associate Consultant
Industry Financial Services
Experience
Commonwealth Financial Network April 2014 - Present
MFS Investment Management March 2010 - 2014
Eaton Vance March 2008 - March 2010
Skills
Asset Allocation, Series 63, Series 6, Mutual Funds, Separately Managed..., Alternative Investments, 401k, Securities, FINRA, Uniform Combined State..., Retirement Planning, Series 65, Retirement, ETFs, Investment Strategies, Wealth Management, Investments, Investment Advisory, Fixed Income, Equities
Education
Roger Williams University 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services
Commonwealth Financial Network April 2014 - Present
MFS Investment Management March 2010 - 2014
Eaton Vance March 2008 - March 2010
Skills
Asset Allocation, Series 63, Series 6, Mutual Funds, Separately Managed..., Alternative Investments, 401k, Securities, FINRA, Uniform Combined State..., Retirement Planning, Series 65, Retirement, ETFs, Investment Strategies, Wealth Management, Investments, Investment Advisory, Fixed Income, Equities
Education
Roger Williams University 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services
Amanda (Currier) Tsatsis's Eaton Vance Experience January 2003 - March 2005
Job Human Resources Manager
Industry Human Resources
Experience
Rodan + Fields Dermatologists / Skin & Beauty Logic January 2014 - Present
Quantech Services, Inc. January 2013 - Present
Quantech Services, Inc. September 2012 - December 2012
MicroChem Corp August 2011 - September 2012
Quantech Services, Inc. September 2008 - August 2011
Quantech Services, Inc. June 2007 - September 2008
Quantech Services, Inc. January 2006 - June 2007
Quantech Services, Inc. March 2005 - January 2006
Eaton Vance January 2003 - March 2005
Skills
Microsoft Excel, Forecasting, Employee Benefits, Payroll, HRIS, Employee Relations, Recruiting, Proposal Writing, Analysis, Budgets, Program Management, Project Planning, Finance, Management, Process Improvement, Project Management, Microsoft Office, Strategic Planning, Security Clearance, Change Management, Policy, Leadership, Workforce Planning, Technical Recruiting, Succession Planning, Negotiation, Personnel Management, Start-ups, Government Contracting, Leadership Development, Talent Acquisition, Team Building, Training, Deferred Compensation, College Recruiting, Employee Training, HR Policies, PeopleSoft, Employee Engagement, Benefits Administration, Temporary Placement, Talent Management, Business Analysis, Onboarding, HR Consulting, Government, Team Leadership, Risk Management, Compensation & Benefit, Performance Management
Education
Salem State College 2006 — 2008
MBA, Business
University of Rhode Island - College of Business Administration 1996 — 2000
BS, Business Administration
Rodan + Fields Dermatologists / Skin & Beauty Logic January 2014 - Present
Quantech Services, Inc. January 2013 - Present
Quantech Services, Inc. September 2012 - December 2012
MicroChem Corp August 2011 - September 2012
Quantech Services, Inc. September 2008 - August 2011
Quantech Services, Inc. June 2007 - September 2008
Quantech Services, Inc. January 2006 - June 2007
Quantech Services, Inc. March 2005 - January 2006
Eaton Vance January 2003 - March 2005
Skills
Microsoft Excel, Forecasting, Employee Benefits, Payroll, HRIS, Employee Relations, Recruiting, Proposal Writing, Analysis, Budgets, Program Management, Project Planning, Finance, Management, Process Improvement, Project Management, Microsoft Office, Strategic Planning, Security Clearance, Change Management, Policy, Leadership, Workforce Planning, Technical Recruiting, Succession Planning, Negotiation, Personnel Management, Start-ups, Government Contracting, Leadership Development, Talent Acquisition, Team Building, Training, Deferred Compensation, College Recruiting, Employee Training, HR Policies, PeopleSoft, Employee Engagement, Benefits Administration, Temporary Placement, Talent Management, Business Analysis, Onboarding, HR Consulting, Government, Team Leadership, Risk Management, Compensation & Benefit, Performance Management
Education
Salem State College 2006 — 2008
MBA, Business
University of Rhode Island - College of Business Administration 1996 — 2000
BS, Business Administration
Antoinette Russell Antoinette Russell's Eaton Vance Experience June 2009 - Present
Job Vice President Family Office Services at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2009 - Present
SCS Financial July 2006 - June 2009
Calibre Advisory Services 2001 - 2006
Bank of Boston 1977 - 1997
Education
Simmons College - Simmons School of Management
MBA, Finance
Eaton Vance June 2009 - Present
SCS Financial July 2006 - June 2009
Calibre Advisory Services 2001 - 2006
Bank of Boston 1977 - 1997
Education
Simmons College - Simmons School of Management
MBA, Finance
Dan Gonsalves, CPA Dan Gonsalves, CPA's Eaton Vance Experience May 2011 - February 2014
Job Senior Manager at CFGI
Industry Accounting
Experience
CFGI February 2014 - Present
Eaton Vance May 2011 - February 2014
CFGI September 2008 - May 2011
Deloitte September 2005 - September 2008
Skills
Certified Public..., Internal Controls, Auditing, SEC filings, US GAAP, Sarbanes-Oxley Act, GAAP, Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Revenue Recognition, Sarbanes-Oxley, Financial Forecasting, Project Management, Microsoft Excel, Management Consulting, Acquisitions, CPA, SEC Filings
Education
Providence College 2001 — 2005
BS, Accounting
Berlin High School 1997 — 2001
CFGI February 2014 - Present
Eaton Vance May 2011 - February 2014
CFGI September 2008 - May 2011
Deloitte September 2005 - September 2008
Skills
Certified Public..., Internal Controls, Auditing, SEC filings, US GAAP, Sarbanes-Oxley Act, GAAP, Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Revenue Recognition, Sarbanes-Oxley, Financial Forecasting, Project Management, Microsoft Excel, Management Consulting, Acquisitions, CPA, SEC Filings
Education
Providence College 2001 — 2005
BS, Accounting
Berlin High School 1997 — 2001
Emily Cheng's Eaton Vance Experience May 2013 - Present
Job Investor Services Associate at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - May 2013
Reliable Tax Services May 2012 - August 2012
Rochester Institute of Technology September 2011 - May 2012
Luxottica Group September 2011 - November 2011
College Fashionista May 2011 - August 2011
H&R Block December 2010 - March 2011
Skills
Microsoft Office, Social Media, Time Management, Team Leadership, Analysis, Customer Service, QuickBooks, Accounting, Microsoft Excel, Leadership, Research, Budgets, Problem Solving, Fashion, Financial Analysis, Marketing, Management, Auditing, Strategic Financial..., Stock Market, CRM, Human Resources, Investments, Work Programming, Customer Relations, Tax Preparation, Bloomberg Terminal
Education
Simmons College - Simmons School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Rochester Institute of Technology 2008 — 2012
Bachelor of Science, Accounting, Finance, Business Management
Eaton Vance May 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - May 2013
Reliable Tax Services May 2012 - August 2012
Rochester Institute of Technology September 2011 - May 2012
Luxottica Group September 2011 - November 2011
College Fashionista May 2011 - August 2011
H&R Block December 2010 - March 2011
Skills
Microsoft Office, Social Media, Time Management, Team Leadership, Analysis, Customer Service, QuickBooks, Accounting, Microsoft Excel, Leadership, Research, Budgets, Problem Solving, Fashion, Financial Analysis, Marketing, Management, Auditing, Strategic Financial..., Stock Market, CRM, Human Resources, Investments, Work Programming, Customer Relations, Tax Preparation, Bloomberg Terminal
Education
Simmons College - Simmons School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Rochester Institute of Technology 2008 — 2012
Bachelor of Science, Accounting, Finance, Business Management
Matthew Keating Matthew Keating's Eaton Vance Experience July 2008 - May 2011
Job Financial Reporting Supervisor at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments April 2014 - Present
John Hancock Investments April 2012 - April 2014
John Hancock Investments May 2011 - April 2012
Eaton Vance July 2008 - May 2011
Skills
Fixed Income, Financial Reporting, Mutual Funds, Bloomberg, Investments, Microsoft Excel, Supervisory Skills, Job Coaching
Education
St. Bonaventure University 2007 — 2008
Master of Business Administration (MBA), Accounting and Finance
Saint Bonaventure University 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
John Hancock Investments April 2014 - Present
John Hancock Investments April 2012 - April 2014
John Hancock Investments May 2011 - April 2012
Eaton Vance July 2008 - May 2011
Skills
Fixed Income, Financial Reporting, Mutual Funds, Bloomberg, Investments, Microsoft Excel, Supervisory Skills, Job Coaching
Education
St. Bonaventure University 2007 — 2008
Master of Business Administration (MBA), Accounting and Finance
Saint Bonaventure University 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Laura Lang Laura Lang's Eaton Vance Experience April 2008 - November 2011
Job Vice President at State Street Global Markets
Industry Information Technology and Services
Experience
State Street Global Markets November 2011 - Present
Eaton Vance April 2008 - November 2011
Eaton Vance December 2006 - April 2008
Eaton Vance July 2004 - December 2006
Eaton Vance September 2002 - July 2004
GWK, Bank of New York August 2001 - September 2002
Skills
Team Leadership, Financial Analysis, IT Project & Program..., Resource Management, Strategic Communications, Order Management Systems, Agile Methodologies, Agile Project Management, Foriegn Exchange, CRM Integration, Customer Segmentation..., Qualitative and..., Statistical Data..., Capital Markets, FX Options
Education
Suffolk University
Master's degree, Finance
University of New Hampshire
Bachelor of Business Administration (BBA)
State Street Global Markets November 2011 - Present
Eaton Vance April 2008 - November 2011
Eaton Vance December 2006 - April 2008
Eaton Vance July 2004 - December 2006
Eaton Vance September 2002 - July 2004
GWK, Bank of New York August 2001 - September 2002
Skills
Team Leadership, Financial Analysis, IT Project & Program..., Resource Management, Strategic Communications, Order Management Systems, Agile Methodologies, Agile Project Management, Foriegn Exchange, CRM Integration, Customer Segmentation..., Qualitative and..., Statistical Data..., Capital Markets, FX Options
Education
Suffolk University
Master's degree, Finance
University of New Hampshire
Bachelor of Business Administration (BBA)
Sabrina Pantano Sabrina Pantano's Eaton Vance Experience September 2008 - December 2009
Job Health Coach & Personal Trainer
Industry Health, Wellness and Fitness
Experience
Move March 2015 - Present
Healthworks Fitness Centers for Women October 2014 - March 2015
Sports Club LA Boston January 2013 - September 2014
The American University of Rome September 2012 - December 2013
4Wellness Center April 2011 - December 2013
Self-employed March 2011 - December 2013
St. John's University March 2011 - December 2013
New World Gym March 2011 - June 2013
Baystate Interpreters September 2008 - September 2010
Eaton Vance September 2008 - December 2009
Education
National Academy of Sports Medicine 2014 — 2015
Certified Personal Trainer
National Academy of Sports Medicine 2014 — 2015
Corrective Exercise Specialist
Institute for Integrative Nutrition 2012 — 2013
Wellness Coach
John Cabot University 2004 — 2007
Bachelor's degree, International Relations and Affairs, International Business
Southern New Hampshire University 2002 — 2004
Bachelor's degree (Transferred), International Business
Move March 2015 - Present
Healthworks Fitness Centers for Women October 2014 - March 2015
Sports Club LA Boston January 2013 - September 2014
The American University of Rome September 2012 - December 2013
4Wellness Center April 2011 - December 2013
Self-employed March 2011 - December 2013
St. John's University March 2011 - December 2013
New World Gym March 2011 - June 2013
Baystate Interpreters September 2008 - September 2010
Eaton Vance September 2008 - December 2009
Education
National Academy of Sports Medicine 2014 — 2015
Certified Personal Trainer
National Academy of Sports Medicine 2014 — 2015
Corrective Exercise Specialist
Institute for Integrative Nutrition 2012 — 2013
Wellness Coach
John Cabot University 2004 — 2007
Bachelor's degree, International Relations and Affairs, International Business
Southern New Hampshire University 2002 — 2004
Bachelor's degree (Transferred), International Business
Haley Leet Haley Leet's Eaton Vance Experience April 2012 - February 2014
Job Account Manager at Verizon Digital Media Services
Industry Information Technology and Services
Experience
Verizon Digital Media Services June 2015 - Present
EdgeCast Networks April 2014 - May 2015
Eaton Vance April 2012 - February 2014
State Street December 2011 - April 2012
State Street March 2011 - December 2011
enLabel Global Services December 2010 - March 2011
Covidien May 2009 - August 2009
Skills
Account Reconciliation, Accounting, Marketing, Sales, Derivatives, Mutual Funds, Analysis, Fund Administration, Management, Account Management, Financial Reporting, Customer Service, Social Media Marketing, Financial Services
Education
Saint Michael's College 2006 — 2010
BS, Business Administration
University of Salamanca
Spanish, Spanish
Verizon Digital Media Services June 2015 - Present
EdgeCast Networks April 2014 - May 2015
Eaton Vance April 2012 - February 2014
State Street December 2011 - April 2012
State Street March 2011 - December 2011
enLabel Global Services December 2010 - March 2011
Covidien May 2009 - August 2009
Skills
Account Reconciliation, Accounting, Marketing, Sales, Derivatives, Mutual Funds, Analysis, Fund Administration, Management, Account Management, Financial Reporting, Customer Service, Social Media Marketing, Financial Services
Education
Saint Michael's College 2006 — 2010
BS, Business Administration
University of Salamanca
Spanish, Spanish
Jennifer Rodas Jennifer Rodas's Eaton Vance Experience February 2014 - Present
Job Eaton Vance
Industry Financial Services
Experience
Eaton Vance February 2014 - Present
State Street Bank October 2012 - February 2014
Boston Harbor Hotel August 2011 - January 2012
Skills
Fund Accounting, Account Reconciliation, Financial Analysis, General Ledger, Invoicing, Portfolio Management, Financial Services, Trading, Payments, Bloomberg, Leadership, Corporate Finance, Managerial Finance
Education
Suffolk University 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Massachusetts Boston 2008 — 2012
Bachelor of Science (BS), Finance and Management
Eaton Vance February 2014 - Present
State Street Bank October 2012 - February 2014
Boston Harbor Hotel August 2011 - January 2012
Skills
Fund Accounting, Account Reconciliation, Financial Analysis, General Ledger, Invoicing, Portfolio Management, Financial Services, Trading, Payments, Bloomberg, Leadership, Corporate Finance, Managerial Finance
Education
Suffolk University 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Massachusetts Boston 2008 — 2012
Bachelor of Science (BS), Finance and Management
Sheila Doherty Sheila Doherty's Eaton Vance Experience March 2012 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2012 - Present
Putnam Investments September 2010 - March 2012
Oppenheimer & Co. January 2010 - May 2010
Skills
Series 6, Series 7, Series 63, Series 66, Mutual Funds, Marketing Strategy, Separately Managed..., Sales, Alternative Investments, Asset Allocation, Morningstar, Investments
Education
Providence College 2006 — 2010
Bachelor of Science, Marketing, Finance
Eaton Vance March 2012 - Present
Putnam Investments September 2010 - March 2012
Oppenheimer & Co. January 2010 - May 2010
Skills
Series 6, Series 7, Series 63, Series 66, Mutual Funds, Marketing Strategy, Separately Managed..., Sales, Alternative Investments, Asset Allocation, Morningstar, Investments
Education
Providence College 2006 — 2010
Bachelor of Science, Marketing, Finance
Patrick Gill Patrick Gill's Eaton Vance Experience January 2012 - Present
Job Vice President, Regional Representative at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2012 - Present
Eaton Vance August 2005 - January 2012
State Street September 2004 - August 2005
Skills
Separately Managed..., Mutual Funds, Managed Accounts, Series 63, Series 6, Series 7, Series 65, Asset Allocation, Managing Accounts, Uniform Combined State..., Securities, ETFs, Investment Strategies, Alternative Investments, FINRA, Investment Advisory, Investment Management, Wealth Management
Education
Saint Bonaventure University 2000 — 2004
BBA, Marketing
BC High 1996 — 2000
Eaton Vance January 2012 - Present
Eaton Vance August 2005 - January 2012
State Street September 2004 - August 2005
Skills
Separately Managed..., Mutual Funds, Managed Accounts, Series 63, Series 6, Series 7, Series 65, Asset Allocation, Managing Accounts, Uniform Combined State..., Securities, ETFs, Investment Strategies, Alternative Investments, FINRA, Investment Advisory, Investment Management, Wealth Management
Education
Saint Bonaventure University 2000 — 2004
BBA, Marketing
BC High 1996 — 2000
Cory McGrath Cory McGrath's Eaton Vance Experience March 2013 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2013 - Present
Eaton Vance January 2012 - Present
Interactive Data July 2011 - January 2012
Make-A-Wish Foundation September 2010 - December 2010
Stat Medical Devices, Inc June 2010 - September 2010
Skills
Customer Service, Salesforce.com, Series 7, Series 63, Series 6, Fixed Income, Financial Services, Investments
Education
Saint Michael's College 2007 — 2011
Bachelor of Arts, Business Administration
Eaton Vance March 2013 - Present
Eaton Vance January 2012 - Present
Interactive Data July 2011 - January 2012
Make-A-Wish Foundation September 2010 - December 2010
Stat Medical Devices, Inc June 2010 - September 2010
Skills
Customer Service, Salesforce.com, Series 7, Series 63, Series 6, Fixed Income, Financial Services, Investments
Education
Saint Michael's College 2007 — 2011
Bachelor of Arts, Business Administration
Andrew Haycock Andrew Haycock's Eaton Vance Experience April 2015 - Present
Job Regional Sales Representative Midwest at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2015 - Present
Eaton Vance March 2011 - April 2015
Fidelity Investments September 2010 - February 2011
Fidelity Investments November 2009 - September 2010
Roger Williams University - Center for Advanced Financial Education September 2008 - May 2009
Skills
Series 7, Series 63, Series 66, Equities, Investments, Securities, Finance, Investment Management, Bloomberg, Portfolio Management, Hedge Funds, Asset Allocation, Mutual Funds, Fixed Income, Valuation, Asset Managment, Financial Analysis, Risk Management, Series 6, Strategic Financial..., Retirement, Insurance, Alternative Investments, Financial Advisory, Wealth Management, Retirement Planning, Trading
Education
Roger Williams University 2005 — 2009
BS, Finance
Eaton Vance April 2015 - Present
Eaton Vance March 2011 - April 2015
Fidelity Investments September 2010 - February 2011
Fidelity Investments November 2009 - September 2010
Roger Williams University - Center for Advanced Financial Education September 2008 - May 2009
Skills
Series 7, Series 63, Series 66, Equities, Investments, Securities, Finance, Investment Management, Bloomberg, Portfolio Management, Hedge Funds, Asset Allocation, Mutual Funds, Fixed Income, Valuation, Asset Managment, Financial Analysis, Risk Management, Series 6, Strategic Financial..., Retirement, Insurance, Alternative Investments, Financial Advisory, Wealth Management, Retirement Planning, Trading
Education
Roger Williams University 2005 — 2009
BS, Finance
Timothy Williamson Timothy Williamson's Eaton Vance Experience January 2013 - Present
Job Regional Vice President
Industry Financial Services
Experience
Eaton Vance January 2013 - Present
Eaton Vance January 2012 - November 2014
Eaton Vance January 2010 - February 2012
Antoine Williams & Associates Financial Services January 2008 - May 2008
Skills
Microsoft Office -..., Morningstar, CRM - Salespage, Series 63, Series 7, Series 6, Mutual Funds, Uniform Combined State..., Investments, Investment Strategies, Asset Allocation
Education
Saint Michael's College 2004 — 2008
BS, Economics & Business Administration
Universidad de Salamanca 2007 — 2007
Spanish Language, Culture, Business, and Economics
Eaton Vance January 2013 - Present
Eaton Vance January 2012 - November 2014
Eaton Vance January 2010 - February 2012
Antoine Williams & Associates Financial Services January 2008 - May 2008
Skills
Microsoft Office -..., Morningstar, CRM - Salespage, Series 63, Series 7, Series 6, Mutual Funds, Uniform Combined State..., Investments, Investment Strategies, Asset Allocation
Education
Saint Michael's College 2004 — 2008
BS, Economics & Business Administration
Universidad de Salamanca 2007 — 2007
Spanish Language, Culture, Business, and Economics
Kimberly Carlozzi Kimberly Carlozzi's Eaton Vance Experience June 2000 - November 2002
Job Manager at PricewaterhouseCoopers
Industry Hospital & Health Care
Experience
PricewaterhouseCoopers July 2014 - Present
PricewaterhouseCoopers October 2010 - June 2014
Boston Medical Center April 2010 - October 2010
Boston Medical Center November 2002 - March 2010
Eaton Vance June 2000 - November 2002
Skills
Financial Modeling, Data Analysis, Process Improvement, Financial Analysis, Revenue Cycle, Management Consulting, Budgets, Strategic Planning, Hospitals, Managed Care, Healthcare, Healthcare Consulting, Healthcare Information..., Financial Reporting, Performance Improvement
Education
Stonehill College 1995 — 1999
BA, Economics
PricewaterhouseCoopers July 2014 - Present
PricewaterhouseCoopers October 2010 - June 2014
Boston Medical Center April 2010 - October 2010
Boston Medical Center November 2002 - March 2010
Eaton Vance June 2000 - November 2002
Skills
Financial Modeling, Data Analysis, Process Improvement, Financial Analysis, Revenue Cycle, Management Consulting, Budgets, Strategic Planning, Hospitals, Managed Care, Healthcare, Healthcare Consulting, Healthcare Information..., Financial Reporting, Performance Improvement
Education
Stonehill College 1995 — 1999
BA, Economics
Kwang C. Kim's Eaton Vance Experience November 2004 - Present
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance November 2004 - Present
Gartmore Global Investments June 2001 - October 2004
BlackRock Inc September 1998 - May 2001
Skills
Portfolio Management, Hedge Funds, Valuation, Mutual Funds, Investment Management, Economics, Alternative Investments, Bloomberg, Equities, Asset Managment, Fixed Income, Investments, Equity Research, Capital Markets, Asset Allocation, Financial Modeling, Investment Strategies, Trading, Derivatives, Due Diligence, Asset Management, Strategy, Leadership, Financial Analysis, Analysis
Education
Oberlin College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Eaton Vance November 2004 - Present
Gartmore Global Investments June 2001 - October 2004
BlackRock Inc September 1998 - May 2001
Skills
Portfolio Management, Hedge Funds, Valuation, Mutual Funds, Investment Management, Economics, Alternative Investments, Bloomberg, Equities, Asset Managment, Fixed Income, Investments, Equity Research, Capital Markets, Asset Allocation, Financial Modeling, Investment Strategies, Trading, Derivatives, Due Diligence, Asset Management, Strategy, Leadership, Financial Analysis, Analysis
Education
Oberlin College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Dean Makino's Eaton Vance Experience June 2014 - August 2014
Job Research Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Eaton Vance June 2014 - August 2014
Rosemark Capital Group 2014 - 2014
VEC Investments June 2013 - August 2013
Houdini API July 2012 - August 2012
JonesTrading June 2012 - June 2012
MassAlliance June 2011 - August 2011
Education
Princeton University 2011 — 2015
Bachelor of Arts (BA), Graduated summa cum laude in Economics, with certificates in Finance and Computer Science
Noble and Greenough 2007 — 2011
Fidelity Investments July 2015 - Present
Eaton Vance June 2014 - August 2014
Rosemark Capital Group 2014 - 2014
VEC Investments June 2013 - August 2013
Houdini API July 2012 - August 2012
JonesTrading June 2012 - June 2012
MassAlliance June 2011 - August 2011
Education
Princeton University 2011 — 2015
Bachelor of Arts (BA), Graduated summa cum laude in Economics, with certificates in Finance and Computer Science
Noble and Greenough 2007 — 2011
Anne Donovan Anne Donovan's Eaton Vance Experience June 2014 - August 2014
Job Research Associate at Newport Asia LLC
Industry International Affairs
Experience
Newport Asia LLC September 2015 - Present
China-U.S. Symposium September 2011 - Present
180 Degrees Consulting September 2014 - January 2015
Eaton Vance June 2014 - August 2014
CICC June 2013 - July 2013
Tufts University Advancement Office May 2012 - May 2013
CITIC Securities International July 2012 - August 2012
China Institute May 2012 - June 2012
Skills
International Relations, Research, Policy Analysis, Microsoft Office, Public Speaking, Nonprofits, Social Media, English, Politics, Project Management, Editing, Public Policy, Event Planning, Strategic Communications, International...
Education
Tufts University 2011 — 2015
Bachelor’s Degree, Chinese and International Relations (concentration: International Finance and Economics)
Peking University 2014 — 2014
Chinese Studies
Westover School 2007 — 2011
Middlebury-Monterey Language Academy 2010 — 2010
Newport Asia LLC September 2015 - Present
China-U.S. Symposium September 2011 - Present
180 Degrees Consulting September 2014 - January 2015
Eaton Vance June 2014 - August 2014
CICC June 2013 - July 2013
Tufts University Advancement Office May 2012 - May 2013
CITIC Securities International July 2012 - August 2012
China Institute May 2012 - June 2012
Skills
International Relations, Research, Policy Analysis, Microsoft Office, Public Speaking, Nonprofits, Social Media, English, Politics, Project Management, Editing, Public Policy, Event Planning, Strategic Communications, International...
Education
Tufts University 2011 — 2015
Bachelor’s Degree, Chinese and International Relations (concentration: International Finance and Economics)
Peking University 2014 — 2014
Chinese Studies
Westover School 2007 — 2011
Middlebury-Monterey Language Academy 2010 — 2010
Lee Bertram's Eaton Vance Experience February 2014 - Present
Job Investment Operations Specialist at Eaton Vance Managers
Industry Financial Services
Experience
Eaton Vance February 2014 - Present
BNY Mellon September 2012 - February 2014
State Street Bank June 2011 - November 2012
Skills
Bloomberg, Fixed Income, Cash Receipts, Bloomberg Terminal, Corporate Actions, Fund Of Funds, Swaps, Bonds, FX Options, Foreign Exchange, Investments, Securities Lending, Back Office, FX trading, Portfolio Management, Financial Markets, Financial Services, Trading, Middle Office, Equities, Securities, Account Reconciliation
Education
Suffolk University 2013 — 2015
Master of Business Administration (MBA), Finance, General
State University of New York at New Paltz 2006 — 2010
Bachelors of Science, Finance
Eaton Vance February 2014 - Present
BNY Mellon September 2012 - February 2014
State Street Bank June 2011 - November 2012
Skills
Bloomberg, Fixed Income, Cash Receipts, Bloomberg Terminal, Corporate Actions, Fund Of Funds, Swaps, Bonds, FX Options, Foreign Exchange, Investments, Securities Lending, Back Office, FX trading, Portfolio Management, Financial Markets, Financial Services, Trading, Middle Office, Equities, Securities, Account Reconciliation
Education
Suffolk University 2013 — 2015
Master of Business Administration (MBA), Finance, General
State University of New York at New Paltz 2006 — 2010
Bachelors of Science, Finance
Collin Weir Collin Weir's Eaton Vance Experience June 2012 - Present
Job Eaton Vance Regional Sales Representative
Industry Financial Services
Experience
Eaton Vance June 2012 - Present
Merrill Lynch December 2003 - March 2012
Education
Richard Stockton College of New Jersey 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Eaton Vance June 2012 - Present
Merrill Lynch December 2003 - March 2012
Education
Richard Stockton College of New Jersey 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Tyler Neenan, CFP®, C(k)P®'s Eaton Vance Experience July 2010 - January 2015
Job Vice President, Defined Contribution Advisor Consultant
Industry Investment Management
Experience
BlackRock February 2015 - Present
Eaton Vance July 2010 - January 2015
Eaton Vance Distributors January 2007 - July 2010
Circuit City September 2004 - December 2006
Education
State University of New York at Buffalo - School of Management
B.S., Finance
Honeoye Falls-Lima High School
BlackRock February 2015 - Present
Eaton Vance July 2010 - January 2015
Eaton Vance Distributors January 2007 - July 2010
Circuit City September 2004 - December 2006
Education
State University of New York at Buffalo - School of Management
B.S., Finance
Honeoye Falls-Lima High School
Ken Kindberg Ken Kindberg's Eaton Vance Experience 1999 - 2004
Job VP, Managing Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management September 2006 - Present
AIG SunAmerica 2004 - 2006
Eaton Vance 1999 - 2004
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, ETFs, Fixed Income, Investments, Equities, Asset Allocation, Securities, Financial Services, Separately Managed...
Education
SUNY Cortland 1995 — 1998
BS, Economics and Finance
Monticello High School 1990 — 1994
diploma
Natixis Global Asset Management September 2006 - Present
AIG SunAmerica 2004 - 2006
Eaton Vance 1999 - 2004
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, ETFs, Fixed Income, Investments, Equities, Asset Allocation, Securities, Financial Services, Separately Managed...
Education
SUNY Cortland 1995 — 1998
BS, Economics and Finance
Monticello High School 1990 — 1994
diploma
Russell C. Smith, CIMA Russell C. Smith, CIMA's Eaton Vance Experience April 2015 - Present
Job Sr. Global Relationship Manager, Wealth Strategies Group at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2015 - Present
713 Energy / Aremet Group, LLC June 2009 - March 2015
Man Investments March 2004 - June 2009
Merrill Lynch June 1992 - March 2004
Merrill Lynch June 1992 - November 2003
Skills
Key Account Management, Territory Management, Product Marketing, Product Development, National Sales Training, Alternative Investments, CTAs, Separately Managed..., Unified Managed Accounts, Mutual Funds, RIC's, Family Office, Major Wirehouses, Independent B/D, RIAs, Strategic Planning, P&L Responsibility, Series 7, Series 3, Series 63, Investment Management, Securities, Investments, FINRA, Asset Allocation
Education
University of Houston 1991 — 1992
"BS in Finance
Stephen F. Austin State University
Texas A&M University
Eaton Vance April 2015 - Present
713 Energy / Aremet Group, LLC June 2009 - March 2015
Man Investments March 2004 - June 2009
Merrill Lynch June 1992 - March 2004
Merrill Lynch June 1992 - November 2003
Skills
Key Account Management, Territory Management, Product Marketing, Product Development, National Sales Training, Alternative Investments, CTAs, Separately Managed..., Unified Managed Accounts, Mutual Funds, RIC's, Family Office, Major Wirehouses, Independent B/D, RIAs, Strategic Planning, P&L Responsibility, Series 7, Series 3, Series 63, Investment Management, Securities, Investments, FINRA, Asset Allocation
Education
University of Houston 1991 — 1992
"BS in Finance
Stephen F. Austin State University
Texas A&M University
Amaounda Eveillard's Eaton Vance Experience January 2015 - February 2015
Job Conference Center Coordinator at Morgan, Lewis & Bockius LLP
Industry Legal Services
Experience
Morgan, Lewis & Bockius LLP February 2015 - Present
Eaton Vance January 2015 - February 2015
Liberty Mutual Insurance May 2013 - December 2014
Skills
Heavy Calendaring, Outlook, Microsoft Excel, Event Planning, PowerPoint, Microsoft Word, Pleadings, Litigation, Westlaw, Legal Research, Legal Writing, Social Media, Legal Files, EMS, Nuance, Prezi, FileSite
Education
Southern New Hampshire University 2013 — 2016
Bachelor's Degree, Finance-Economics, 3.7
Middlesex Community College 2010 — 2012
Associate's Degree, Paralegal Studies, 3.94
Morgan, Lewis & Bockius LLP February 2015 - Present
Eaton Vance January 2015 - February 2015
Liberty Mutual Insurance May 2013 - December 2014
Skills
Heavy Calendaring, Outlook, Microsoft Excel, Event Planning, PowerPoint, Microsoft Word, Pleadings, Litigation, Westlaw, Legal Research, Legal Writing, Social Media, Legal Files, EMS, Nuance, Prezi, FileSite
Education
Southern New Hampshire University 2013 — 2016
Bachelor's Degree, Finance-Economics, 3.7
Middlesex Community College 2010 — 2012
Associate's Degree, Paralegal Studies, 3.94
Robert Calobrisi Robert Calobrisi's Eaton Vance Experience January 2014 - February 2014
Job Desktop PublisherContent Editor at IHS
Industry Telecommunications
Experience
IHS October 2015 - Present
American Tower March 2015 - Present
American Tower Corporation, Inc. March 2014 - November 2014
Eaton Vance January 2014 - February 2014
Pearson Learning Solutions November 2013 - January 2014
Fidelity Investments November 2013 - November 2013
John Hancock Financial Services April 2013 - August 2013
Specialty Commerce Corp. February 2013 - June 2013
Boston Red Sox March 2012 - April 2013
Lionbridge September 2012 - October 2012
Skills
Proofreading, Editing, Salesforce.com, Microsoft Office, Mac, Facebook, Social Media, Microsoft Excel, Writing, Project Management, InDesign, Advertising, Editorial, AP Style, Layout, Publishing, Publications, Adobe Creative Suite, Magazines, Microsoft Office Suite:..., OASIS, Oracle Database, Adobe Acrobat, Content Management, Adobe InDesign CS4, QuarkXPress 3.32, PowerPoint
Education
Stonehill College 2006 — 2010
Bachelor of Arts, Mediated Communication
Lorenzo de’ Medici 2009 — 2009
Intercultural Communication
IHS October 2015 - Present
American Tower March 2015 - Present
American Tower Corporation, Inc. March 2014 - November 2014
Eaton Vance January 2014 - February 2014
Pearson Learning Solutions November 2013 - January 2014
Fidelity Investments November 2013 - November 2013
John Hancock Financial Services April 2013 - August 2013
Specialty Commerce Corp. February 2013 - June 2013
Boston Red Sox March 2012 - April 2013
Lionbridge September 2012 - October 2012
Skills
Proofreading, Editing, Salesforce.com, Microsoft Office, Mac, Facebook, Social Media, Microsoft Excel, Writing, Project Management, InDesign, Advertising, Editorial, AP Style, Layout, Publishing, Publications, Adobe Creative Suite, Magazines, Microsoft Office Suite:..., OASIS, Oracle Database, Adobe Acrobat, Content Management, Adobe InDesign CS4, QuarkXPress 3.32, PowerPoint
Education
Stonehill College 2006 — 2010
Bachelor of Arts, Mediated Communication
Lorenzo de’ Medici 2009 — 2009
Intercultural Communication
Chris Nebons Chris Nebons's Eaton Vance Experience January 2012 - Present
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2012 - Present
Eaton Vance March 2008 - December 2011
Tullett Prebon June 2004 - March 2008
The American Stock Exchange (NYSE Euronext) June 2003 - August 2003
Skills
FINRA Series 7, 66, Microsoft Office, SalesPage CRM, Bloomberg Terminal, Series 7, Mutual Funds, Fixed Income, Trading, Sales, Financial Advisory, Series 63, Uniform Combined State..., Securities, Series 6, Investments, Bonds, Portfolio Management, Bloomberg, Wealth Management
Education
Providence College 2000 — 2004
BA, Political Science
Providence College 2000 — 2004
Bachelor's degree, Political Science
Eaton Vance January 2012 - Present
Eaton Vance March 2008 - December 2011
Tullett Prebon June 2004 - March 2008
The American Stock Exchange (NYSE Euronext) June 2003 - August 2003
Skills
FINRA Series 7, 66, Microsoft Office, SalesPage CRM, Bloomberg Terminal, Series 7, Mutual Funds, Fixed Income, Trading, Sales, Financial Advisory, Series 63, Uniform Combined State..., Securities, Series 6, Investments, Bonds, Portfolio Management, Bloomberg, Wealth Management
Education
Providence College 2000 — 2004
BA, Political Science
Providence College 2000 — 2004
Bachelor's degree, Political Science
Patrick Kent's Eaton Vance Experience January 2010 - March 2011
Job Global Client & Prospect Services at Wellington Management
Industry Financial Services
Experience
Wellington Management March 2011 - September 2012
Eaton Vance January 2010 - March 2011
Eaton Vance October 2008 - December 2009
Eaton Vance August 2007 - September 2008
Eaton Vance July 2006 - July 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Stonehill College 2002 — 2006
Bachelor of Science (B.S.), Business Management
Wellington Management March 2011 - September 2012
Eaton Vance January 2010 - March 2011
Eaton Vance October 2008 - December 2009
Eaton Vance August 2007 - September 2008
Eaton Vance July 2006 - July 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Stonehill College 2002 — 2006
Bachelor of Science (B.S.), Business Management
Mark Paster's Eaton Vance Experience 1999 - 2006
Job Deal Desk Analyst at Akamai Technologies
Industry Internet
Experience
Akamai Technologies January 2014 - Present
Akamai Technologies 2009 - December 2013
Eaton Vance 1999 - 2006
Skills
Digital Media, Trading, Financial Modeling, Bloomberg, Advertising, Securities, Financial Services, Equities, Customer Service, Business Development, Salesforce.com, Enterprise Software, Account Management, Microsoft Excel
Education
Quinnipiac University 1993 — 1997
Business, Management
Westwood High School 1989 — 1993
Yes
Akamai Technologies January 2014 - Present
Akamai Technologies 2009 - December 2013
Eaton Vance 1999 - 2006
Skills
Digital Media, Trading, Financial Modeling, Bloomberg, Advertising, Securities, Financial Services, Equities, Customer Service, Business Development, Salesforce.com, Enterprise Software, Account Management, Microsoft Excel
Education
Quinnipiac University 1993 — 1997
Business, Management
Westwood High School 1989 — 1993
Yes
Kimberly Carleton's Eaton Vance Experience June 2013 - October 2014
Job EVM Specialist at GE Aviation
Industry Financial Services
Experience
Raytheon August 2015 - Present
GE Aviation October 2014 - August 2015
Eaton Vance June 2013 - October 2014
Salem Five Bank July 2010 - June 2013
Skills
Investments, Customer Service, Microsoft Excel, PowerPoint, Financial Analysis, Mutual Funds, Risk Management
Education
Suffolk University
BS, Accounting and Finance
Raytheon August 2015 - Present
GE Aviation October 2014 - August 2015
Eaton Vance June 2013 - October 2014
Salem Five Bank July 2010 - June 2013
Skills
Investments, Customer Service, Microsoft Excel, PowerPoint, Financial Analysis, Mutual Funds, Risk Management
Education
Suffolk University
BS, Accounting and Finance
Thomas Tajmajer Thomas Tajmajer's Eaton Vance Experience November 2014 - Present
Job
Industry Investment Management
Experience
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - October 2014
Eaton Vance September 2013 - October 2013
Eaton Vance March 2013 - September 2013
Eaton Vance November 2009 - March 2013
Eaton Vance March 2007 - November 2009
Eaton Vance July 2005 - March 2007
Eaton Vance February 2005 - July 2005
BISYS Fund Services August 1998 - June 2003
Skills
SharePoint, SharePoint Designer, C#, PHP, jQuery, JavaScript, HTML, SQL, InfoPath, Visual Studio, Visual Basic 5.0/6.0, VBA, Microsoft Office, Microsoft Office..., Web Content Management, Enterprise Content..., XSLT, XML, Web Services, SSRS, Programming, Workflow, Microsoft SQL Server, Database Design, ASP.NET, VB.NET, Business Analysis, Disaster Recovery, Management, SDLC
Education
Stonehill College 1994 — 1998
Bachelor of Arts (B.A.), Multi-/Interdisciplinary Studies, General
Mary Immaculate Academy
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - October 2014
Eaton Vance September 2013 - October 2013
Eaton Vance March 2013 - September 2013
Eaton Vance November 2009 - March 2013
Eaton Vance March 2007 - November 2009
Eaton Vance July 2005 - March 2007
Eaton Vance February 2005 - July 2005
BISYS Fund Services August 1998 - June 2003
Skills
SharePoint, SharePoint Designer, C#, PHP, jQuery, JavaScript, HTML, SQL, InfoPath, Visual Studio, Visual Basic 5.0/6.0, VBA, Microsoft Office, Microsoft Office..., Web Content Management, Enterprise Content..., XSLT, XML, Web Services, SSRS, Programming, Workflow, Microsoft SQL Server, Database Design, ASP.NET, VB.NET, Business Analysis, Disaster Recovery, Management, SDLC
Education
Stonehill College 1994 — 1998
Bachelor of Arts (B.A.), Multi-/Interdisciplinary Studies, General
Mary Immaculate Academy
Meg Hollender Meg Hollender's Eaton Vance Experience April 1992 - October 1994
Job Executive Assistant at Highland Capital Partners
Industry Venture Capital & Private Equity
Experience
Highland Capital Partners October 2005 - Present
Eaton Vance April 1992 - October 1994
Eaton Vance Distributors, Inc. January 1989 - April 1992
Education
SUNY Plattsburgh
BA, Communication Arts
Highland Capital Partners October 2005 - Present
Eaton Vance April 1992 - October 1994
Eaton Vance Distributors, Inc. January 1989 - April 1992
Education
SUNY Plattsburgh
BA, Communication Arts
Robert Crugnale Robert Crugnale's Eaton Vance Experience January 2007 - December 2014
Job External Wholesaler
Industry Financial Services
Experience
Touchstone Investments 2015 - Present
Eaton Vance January 2007 - December 2014
Skills
Series 7, Series 65, Series 63, Series 6, Mutual Funds, Closed-end Funds, Separately Managed..., Alternative Investments, Asset Managment, Investments, Wealth Management, Investment Strategies, Asset Allocation, Fixed Income, Equities
Education
Plymouth State University 1998 — 2006
Touchstone Investments 2015 - Present
Eaton Vance January 2007 - December 2014
Skills
Series 7, Series 65, Series 63, Series 6, Mutual Funds, Closed-end Funds, Separately Managed..., Alternative Investments, Asset Managment, Investments, Wealth Management, Investment Strategies, Asset Allocation, Fixed Income, Equities
Education
Plymouth State University 1998 — 2006
Hugh Gilmartin Hugh Gilmartin's Eaton Vance Experience February 2013 - Present
Job Vice President Advisory Services Group at Eaton Vance
Industry Financial Services
Experience
Eaton Vance February 2013 - Present
Eaton Vance January 2008 - Present
Eaton Vance January 1992 - December 2007
OppenheimerFunds Distributors 1985 - 1991
Skills
Mutual Funds, Asset Allocation, Series 7, Investment Strategies, Wealth Management, Investments, Fixed Income, Series 63, Asset Managment, Alternative Investments
Education
State University of New York College at Potsdam 1978 — 1983
BA, Philosophy
Eaton Vance February 2013 - Present
Eaton Vance January 2008 - Present
Eaton Vance January 1992 - December 2007
OppenheimerFunds Distributors 1985 - 1991
Skills
Mutual Funds, Asset Allocation, Series 7, Investment Strategies, Wealth Management, Investments, Fixed Income, Series 63, Asset Managment, Alternative Investments
Education
State University of New York College at Potsdam 1978 — 1983
BA, Philosophy
Melissa Fell, PHR Melissa Fell, PHR's Eaton Vance Experience 2006 - January 2012
Job Director Human Resources at Parametric
Industry Investment Management
Experience
Parametric November 2014 - Present
Parametric January 2012 - November 2014
Eaton Vance 2006 - January 2012
Bisys 2004 - 2006
Fidelity Investments 2004 - 2005
Skills
Employee Relations, Talent Management, Onboarding, Talent Acquisition, HRIS, PeopleSoft, Employee Benefits
Education
Suffolk University 2007 — 2009
Masters Degree, Human Resources
Stonehill College 1999 — 2003
BA, Psychology, Business
Parametric November 2014 - Present
Parametric January 2012 - November 2014
Eaton Vance 2006 - January 2012
Bisys 2004 - 2006
Fidelity Investments 2004 - 2005
Skills
Employee Relations, Talent Management, Onboarding, Talent Acquisition, HRIS, PeopleSoft, Employee Benefits
Education
Suffolk University 2007 — 2009
Masters Degree, Human Resources
Stonehill College 1999 — 2003
BA, Psychology, Business
Sarah Sheehan Sarah Sheehan's Eaton Vance Experience August 2012 - Present
Job eBusiness Operations Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2012 - Present
State Street Global Advisors February 2012 - June 2012
State Street Global Advisors April 2009 - June 2012
State Street Global Advisors April 2006 - June 2012
State Street Global Advisors January 2011 - February 2012
State Street Global Adviosrs January 2009 - February 2012
State Street Global Advisors March 2004 - April 2006
Salem State College September 2000 - May 2002
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Word, Research, Customer Service, Project Management, Management, Marketing, Training, Marketing Communications, Event Management
Education
Salem State College 1999 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Eaton Vance August 2012 - Present
State Street Global Advisors February 2012 - June 2012
State Street Global Advisors April 2009 - June 2012
State Street Global Advisors April 2006 - June 2012
State Street Global Advisors January 2011 - February 2012
State Street Global Adviosrs January 2009 - February 2012
State Street Global Advisors March 2004 - April 2006
Salem State College September 2000 - May 2002
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Word, Research, Customer Service, Project Management, Management, Marketing, Training, Marketing Communications, Event Management
Education
Salem State College 1999 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Neil W. Adams's Eaton Vance Experience September 2012 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2012 - Present
Fidelity Investments June 2011 - September 2012
Education
Southern New Hampshire University 2007 — 2011
B.S., Business Administration, Political Science
Middlesex School 2003 — 2007
Eaton Vance September 2012 - Present
Fidelity Investments June 2011 - September 2012
Education
Southern New Hampshire University 2007 — 2011
B.S., Business Administration, Political Science
Middlesex School 2003 — 2007
Monica Marois's Eaton Vance Experience November 2014 - Present
Job Consultant Relations at Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2014 - Present
Eaton Vance November 2012 - November 2014
Eaton Vance July 2010 - November 2012
Lee Munder Capital Group July 2008 - July 2010
Skills
Investment Management, Mutual Funds, Fixed Income, Equities, Asset Managment, Investments, Securities, Alternative Investments, Hedge Funds, Investment Strategies, Series 7
Education
St. Lawrence University 2004 — 2008
B.S., Mathematics, Economics
DIS - Danish Institute for Study Abroad
International Business & Economics
Queensbury High School 2000 — 2004
Eaton Vance November 2014 - Present
Eaton Vance November 2012 - November 2014
Eaton Vance July 2010 - November 2012
Lee Munder Capital Group July 2008 - July 2010
Skills
Investment Management, Mutual Funds, Fixed Income, Equities, Asset Managment, Investments, Securities, Alternative Investments, Hedge Funds, Investment Strategies, Series 7
Education
St. Lawrence University 2004 — 2008
B.S., Mathematics, Economics
DIS - Danish Institute for Study Abroad
International Business & Economics
Queensbury High School 2000 — 2004
Chelsea Fizell Chelsea Fizell's Eaton Vance Experience January 2014 - November 2014
Job Support at SchoolBrains by Aptium
Industry Information Technology and Services
Experience
SchoolBrains by Aptium November 2014 - Present
Eaton Vance January 2014 - November 2014
Crisp Flatbread October 2013 - January 2014
Ledgex Systems May 2012 - August 2012
The Regatta of Cotuit May 2010 - June 2012
WB Mason April 2012 - May 2012
West Beach Club Hyannisport June 2010 - August 2011
S&J Exco Inc. June 2009 - August 2009
West Beach Club Hyannisport Snackbar May 2003 - August 2008
Skills
Quickbooks, Quicken, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Social Media, Public Speaking, Access, Email Marketing, Event Management, Teaching, Non-profits, Advertising, Marketing, Sales
Education
Stonehill College 2009 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Stonehill College 2009 — 2013
Bachelor of Science, Management
Berkshire School 2006 — 2009
barnstable high school
SchoolBrains by Aptium November 2014 - Present
Eaton Vance January 2014 - November 2014
Crisp Flatbread October 2013 - January 2014
Ledgex Systems May 2012 - August 2012
The Regatta of Cotuit May 2010 - June 2012
WB Mason April 2012 - May 2012
West Beach Club Hyannisport June 2010 - August 2011
S&J Exco Inc. June 2009 - August 2009
West Beach Club Hyannisport Snackbar May 2003 - August 2008
Skills
Quickbooks, Quicken, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Social Media, Public Speaking, Access, Email Marketing, Event Management, Teaching, Non-profits, Advertising, Marketing, Sales
Education
Stonehill College 2009 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Stonehill College 2009 — 2013
Bachelor of Science, Management
Berkshire School 2006 — 2009
barnstable high school
Jeffrey Monaco Jeffrey Monaco's Eaton Vance Experience August 2014 - December 2014
Job Accounting Analyst at Berkeley Point Capital LLC
Industry Accounting
Experience
Berkeley Point Capital LLC December 2014 - Present
Eaton Vance August 2014 - December 2014
Global Atlantic Financial Group Limited October 2013 - May 2014
CUC Mortgage Corporation February 2013 - July 2013
Sidney Albert Albany JCC July 2011 - August 2011
NYSUT June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Account Reconciliation, QuickBooks, Time Management, Facebook, Accounts Payable, SAP, Social Networking, Financial Statements, General Ledger, PeopleSoft, Wings, Statutory Accounting, Essbase, nVision, Concur, Great Plains Software
Education
Quinnipiac University 2008 — 2013
Bachelor's Degree, Accounting
Berkeley Point Capital LLC December 2014 - Present
Eaton Vance August 2014 - December 2014
Global Atlantic Financial Group Limited October 2013 - May 2014
CUC Mortgage Corporation February 2013 - July 2013
Sidney Albert Albany JCC July 2011 - August 2011
NYSUT June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Account Reconciliation, QuickBooks, Time Management, Facebook, Accounts Payable, SAP, Social Networking, Financial Statements, General Ledger, PeopleSoft, Wings, Statutory Accounting, Essbase, nVision, Concur, Great Plains Software
Education
Quinnipiac University 2008 — 2013
Bachelor's Degree, Accounting
Steven Abbiuso Steven Abbiuso's Eaton Vance Experience December 2014 - Present
Job Senior Client Service Specialist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance December 2014 - Present
Sentinel Benefits & Financial Group September 2013 - February 2014
New England Investment and Retirement Group, Inc. June 2013 - August 2013
Detwiler Fenton October 2011 - June 2013
Wainwright Investment Counsel May 2002 - October 2011
FundQuest November 2000 - May 2002
Cabot Money Management November 1995 - November 2000
Skills
Series 7, 24, 53 and 66, Equities, Mutual Funds, Fixed Income, Wealth Management, CRM, Trading, Portfolio Management, Investments, Analysis, Investment Management
Education
Salem State University 1989 — 1994
Bachelor of Science, Communications
Eaton Vance December 2014 - Present
Sentinel Benefits & Financial Group September 2013 - February 2014
New England Investment and Retirement Group, Inc. June 2013 - August 2013
Detwiler Fenton October 2011 - June 2013
Wainwright Investment Counsel May 2002 - October 2011
FundQuest November 2000 - May 2002
Cabot Money Management November 1995 - November 2000
Skills
Series 7, 24, 53 and 66, Equities, Mutual Funds, Fixed Income, Wealth Management, CRM, Trading, Portfolio Management, Investments, Analysis, Investment Management
Education
Salem State University 1989 — 1994
Bachelor of Science, Communications
Holly DiCostanzo's Eaton Vance Experience January 2015 - Present
Job VP, Director of Relationship Marketing
Industry Marketing and Advertising
Experience
Eaton Vance January 2015 - Present
Arnold Worldwide February 2010 - April 2014
Sapient July 2007 - February 2010
Digitas 1998 - 2006
Beecher Consulting 1995 - 1998
Health Economics Research 1993 - 1995
Skills
Customer Segmentation..., Marketing Strategy, ROI Management, Capability Development, Web Analytics, Email Strategy, Direct Marketing, CRM, Marketing Analytics, Integrated Marketing, Strategy, Lead Generation, Analytics, Digital Strategy, Digital Marketing, Leadership, Interactive Marketing
Education
Smith College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Eaton Vance January 2015 - Present
Arnold Worldwide February 2010 - April 2014
Sapient July 2007 - February 2010
Digitas 1998 - 2006
Beecher Consulting 1995 - 1998
Health Economics Research 1993 - 1995
Skills
Customer Segmentation..., Marketing Strategy, ROI Management, Capability Development, Web Analytics, Email Strategy, Direct Marketing, CRM, Marketing Analytics, Integrated Marketing, Strategy, Lead Generation, Analytics, Digital Strategy, Digital Marketing, Leadership, Interactive Marketing
Education
Smith College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Amy Ursillo's Eaton Vance Experience June 2001 - Present
Job Project Manager at Eaton Vance Management
Industry Financial Services
Experience
Eaton Vance June 2001 - Present
Eaton Vance 1992 - 2001
Skills
Mutual Funds, Series 63, Series 6, Investment Management, Due Diligence, Vendor Management, Financial Services, Asset Management, Securities, Portfolio Management, Business Analysis, Alternative Investments
Education
Providence College 1985 — 1989
Bachelor of Arts (BA), Economics
Eaton Vance June 2001 - Present
Eaton Vance 1992 - 2001
Skills
Mutual Funds, Series 63, Series 6, Investment Management, Due Diligence, Vendor Management, Financial Services, Asset Management, Securities, Portfolio Management, Business Analysis, Alternative Investments
Education
Providence College 1985 — 1989
Bachelor of Arts (BA), Economics
James Rush's Eaton Vance Experience December 1999 - December 2006
Job National Accounts
Industry Financial Services
Experience
Meridian-IQ August 2010 - September 2015
Century Capital Mgmt December 2006 - July 2010
Eaton Vance December 1999 - December 2006
Scudder Investments June 1997 - December 1999
Skills
Alternative Investments, Mutual Funds, Strategy, Building Relationships, Sales, Investments, Wealth Management, Series 63, ETFs, Asset Management, Series 7, Asset Allocation, Superior Client Service, Financial Services, Equities, Securities, Portfolio Management, Strategic Partnerships, Connectivity
Education
Stonehill College 1989 — 1993
Bachelor of Arts (B.A.), Communication
Catholic Memorial High School 1985 — 1989
Meridian-IQ August 2010 - September 2015
Century Capital Mgmt December 2006 - July 2010
Eaton Vance December 1999 - December 2006
Scudder Investments June 1997 - December 1999
Skills
Alternative Investments, Mutual Funds, Strategy, Building Relationships, Sales, Investments, Wealth Management, Series 63, ETFs, Asset Management, Series 7, Asset Allocation, Superior Client Service, Financial Services, Equities, Securities, Portfolio Management, Strategic Partnerships, Connectivity
Education
Stonehill College 1989 — 1993
Bachelor of Arts (B.A.), Communication
Catholic Memorial High School 1985 — 1989
Steven J. Snyder's Eaton Vance Experience 1999 - 2000
Job Head of US Institutional Sales Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US June 2011 - Present
OFI Institutional Asset Management July 2006 - March 2011
OppenheimerFunds July 2006 - March 2011
Babson Capital Management 2004 - 2006
Eaton Vance 1999 - 2000
Skills
Hedge Funds, Investment Strategies, Portfolio Management, Capital Markets, Investment Advisory
Education
Saint Lawrence University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Columbia Threadneedle Investments, US June 2011 - Present
OFI Institutional Asset Management July 2006 - March 2011
OppenheimerFunds July 2006 - March 2011
Babson Capital Management 2004 - 2006
Eaton Vance 1999 - 2000
Skills
Hedge Funds, Investment Strategies, Portfolio Management, Capital Markets, Investment Advisory
Education
Saint Lawrence University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Veronica Popp's Eaton Vance Experience May 2013 - May 2014
Job Asset Management Compliance, Columbia Threadneedle Investments
Industry Law Practice
Experience
Columbia Threadneedle Investments, US April 2015 - Present
State Street Global Advisors July 2014 - March 2015
United States Bankruptcy Court July 2013 - July 2014
Eaton Vance May 2013 - May 2014
Davis & Davis, P.C. May 2013 - July 2013
Greater Boston Legal Services August 2012 - May 2013
Windhaven Investment Management May 2010 - September 2011
Committee to Elect Scott Olson June 2008 - December 2008
Office of Senator John F. Kerry January 2008 - June 2008
Skills
Legal Writing, Lexis, Legal Research, Westlaw, Securities Regulation, Due Diligence, Corporate Law, Bankruptcy, Investment Management, Corporate Governance, Securities, Investments, Asset Management, Document Drafting, Estate Planning, Legal Compliance, Wealth Management, Management
Education
Suffolk University Law School 2011 — 2014
Doctor of Law (J.D.), Business and Financial Services Law
Regis College
Bachelor of Arts (BA), Business Administration and Management & Economics
Columbia Threadneedle Investments, US April 2015 - Present
State Street Global Advisors July 2014 - March 2015
United States Bankruptcy Court July 2013 - July 2014
Eaton Vance May 2013 - May 2014
Davis & Davis, P.C. May 2013 - July 2013
Greater Boston Legal Services August 2012 - May 2013
Windhaven Investment Management May 2010 - September 2011
Committee to Elect Scott Olson June 2008 - December 2008
Office of Senator John F. Kerry January 2008 - June 2008
Skills
Legal Writing, Lexis, Legal Research, Westlaw, Securities Regulation, Due Diligence, Corporate Law, Bankruptcy, Investment Management, Corporate Governance, Securities, Investments, Asset Management, Document Drafting, Estate Planning, Legal Compliance, Wealth Management, Management
Education
Suffolk University Law School 2011 — 2014
Doctor of Law (J.D.), Business and Financial Services Law
Regis College
Bachelor of Arts (BA), Business Administration and Management & Economics
Brett Bickford's Eaton Vance Experience October 2012 - June 2014
Job Client Service Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2014 - Present
Eaton Vance October 2012 - June 2014
State Street Global Advisors (SSgA) July 2011 - October 2012
State Street Global Advisors (SSgA) April 2009 - July 2011
State Street December 2007 - April 2009
Skills
Business Development, Portfolio Management, Investments, Asset Management, Fixed Income, Hedge Funds, Investment Strategies, Financial Services, Asset Allocation, Equities, Bloomberg, Series 63, Series 7, Mutual Funds
Education
St. Lawrence University 2003 — 2007
Bachelor of Arts, English and Government
Wellington Management June 2014 - Present
Eaton Vance October 2012 - June 2014
State Street Global Advisors (SSgA) July 2011 - October 2012
State Street Global Advisors (SSgA) April 2009 - July 2011
State Street December 2007 - April 2009
Skills
Business Development, Portfolio Management, Investments, Asset Management, Fixed Income, Hedge Funds, Investment Strategies, Financial Services, Asset Allocation, Equities, Bloomberg, Series 63, Series 7, Mutual Funds
Education
St. Lawrence University 2003 — 2007
Bachelor of Arts, English and Government
Jessica Katz's Eaton Vance Experience November 2014 - September 2015
Job Vice President, Equity Analyst at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management September 2015 - Present
Eaton Vance November 2014 - September 2015
Eaton Vance May 2011 - October 2014
Eaton Vance June 2008 - May 2011
Fidelity Investments November 2006 - June 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Skills
Financial Modeling, Valuation, Industry Analysis, Portfolio Management, Equity Research, Industrials, Equities, Asset Management, Mutual Funds, Equity Valuation, Asset Managment, Hedge Funds, Fixed Income, Alternative Investments, Finance, Bloomberg, Competitive Analysis, Investments, Financial Analysis
Education
Salem State University 1999 — 2005
BS, Mathematics, Computer Science
Goldman Sachs Asset Management September 2015 - Present
Eaton Vance November 2014 - September 2015
Eaton Vance May 2011 - October 2014
Eaton Vance June 2008 - May 2011
Fidelity Investments November 2006 - June 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Skills
Financial Modeling, Valuation, Industry Analysis, Portfolio Management, Equity Research, Industrials, Equities, Asset Management, Mutual Funds, Equity Valuation, Asset Managment, Hedge Funds, Fixed Income, Alternative Investments, Finance, Bloomberg, Competitive Analysis, Investments, Financial Analysis
Education
Salem State University 1999 — 2005
BS, Mathematics, Computer Science
Charlie Kace's Eaton Vance Experience January 2012 - Present
Job Mutual Fund Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance January 2012 - Present
Eaton Vance September 2005 - January 2012
Education
Ohio University 1998 — 2002
Eaton Vance January 2012 - Present
Eaton Vance September 2005 - January 2012
Education
Ohio University 1998 — 2002
Laura Murphy, CRCP's Eaton Vance Experience 2010 - April 2012
Job Assistant Chief Compliance Officer at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments September 2014 - Present
Income Research & Management April 2012 - September 2014
Eaton Vance 2010 - April 2012
Eaton Vance March 2010 - June 2011
Skandia Securities Americas, Inc. 2007 - 2010
Merrill Lynch September 2006 - December 2006
Skills
FINRA, Mutual Funds, AML, Series 7, Trading, Auditing, Due Diligence, Securities
Education
Suffolk University Law School 2014 — 2018
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Suffolk University - Sawyer Business School 2014 — 2018
Master of Business Administration (MBA)
Sacred Heart University 2004 — 2008
Bachelor of Science (BS), Finance, and Marketing
FINRA Institute at Wharton
Certified Regulatory Compliance Professional (CRCP)
Standard Life Investments September 2014 - Present
Income Research & Management April 2012 - September 2014
Eaton Vance 2010 - April 2012
Eaton Vance March 2010 - June 2011
Skandia Securities Americas, Inc. 2007 - 2010
Merrill Lynch September 2006 - December 2006
Skills
FINRA, Mutual Funds, AML, Series 7, Trading, Auditing, Due Diligence, Securities
Education
Suffolk University Law School 2014 — 2018
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Suffolk University - Sawyer Business School 2014 — 2018
Master of Business Administration (MBA)
Sacred Heart University 2004 — 2008
Bachelor of Science (BS), Finance, and Marketing
FINRA Institute at Wharton
Certified Regulatory Compliance Professional (CRCP)
Katherine Leo Smith's Eaton Vance Experience May 2006 - February 2012
Job Institutional Sales/Relationship Mgmt
Industry Financial Services
Experience
Brown Advisory March 2012 - Present
Eaton Vance May 2006 - February 2012
Fidelity June 2004 - May 2006
Mellon Financial June 2001 - June 2004
Skills
Series 7, Series 6, Series 63, Series 65, Mutual Funds, Separately Managed..., Investment Strategies, Asset Management, Investment Management, Sales, Securities, Investment Advisory, Invertebrate Zoology
Education
Providence College 1997 — 2001
Bachelor of Arts (BA)
The Williams School 1993 — 1997
Brown Advisory March 2012 - Present
Eaton Vance May 2006 - February 2012
Fidelity June 2004 - May 2006
Mellon Financial June 2001 - June 2004
Skills
Series 7, Series 6, Series 63, Series 65, Mutual Funds, Separately Managed..., Investment Strategies, Asset Management, Investment Management, Sales, Securities, Investment Advisory, Invertebrate Zoology
Education
Providence College 1997 — 2001
Bachelor of Arts (BA)
The Williams School 1993 — 1997
Conor Dufresne's Eaton Vance Experience May 2006 - February 2012
Job located in Boston
Industry Financial Services
Experience
Eaton Vance May 2006 - February 2012
Speedline Technologies 1999 - 2004
Education
Rhode Island College
Eaton Vance May 2006 - February 2012
Speedline Technologies 1999 - 2004
Education
Rhode Island College
Lori Abboud's Eaton Vance Experience 2012 - Present
Job AVP, Client Relationship Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance 2012 - Present
Lighthouse Realty Group, Inc. 2003 - Present
Arrowstreet Capital, LP 2006 - 2012
Redbrick Capital Management 2004 - 2006
Robertson Stephens 2000 - 2002
Bear, Stearns & Co. Inc. 1996 - 2000
Skills
Employee Relations, Compensation, Talent Acquisition, Talent Management, Mediation, Employee Benefits, Deferred Compensation, Applicant Tracking..., Recruiting, College Recruiting, Performance Management, Onboarding, SDLC, Human Resources, Succession Planning
Education
Emmanuel College
Master of Science
Ohio University
BBA
Eaton Vance 2012 - Present
Lighthouse Realty Group, Inc. 2003 - Present
Arrowstreet Capital, LP 2006 - 2012
Redbrick Capital Management 2004 - 2006
Robertson Stephens 2000 - 2002
Bear, Stearns & Co. Inc. 1996 - 2000
Skills
Employee Relations, Compensation, Talent Acquisition, Talent Management, Mediation, Employee Benefits, Deferred Compensation, Applicant Tracking..., Recruiting, College Recruiting, Performance Management, Onboarding, SDLC, Human Resources, Succession Planning
Education
Emmanuel College
Master of Science
Ohio University
BBA
K. C. Swartzel's Eaton Vance Experience Director of Acquisitions and DispositionsEaton Vance Management2006 - Present
Job Director of Acquisitions at Eaton Vance
Industry Real Estate
Experience
Eaton Vance Director of Acquisitions and DispositionsEaton Vance Management2006 - Present
AMB Property Corporation January 1995 - June 2006
TCW-Westmark (CB Richard Ellis Investors) 1990 - 1995
Education
Stanford University
Eaton Vance Director of Acquisitions and DispositionsEaton Vance Management2006 - Present
AMB Property Corporation January 1995 - June 2006
TCW-Westmark (CB Richard Ellis Investors) 1990 - 1995
Education
Stanford University
Richard A. Michaels's Eaton Vance Experience November 2006 - January 2009
Job Assistant Vice President, Quality Assurance & Release Manager, CTFL, ITIL
Industry Investment Management
Experience
Eaton Vance Management January 2009 - Present
Eaton Vance November 2006 - January 2009
Eaton Vance January 2005 - October 2006
The Hartford October 2004 - December 2004
Skills
SQL, Web Applications, Agile Methodologies, HTML, Software Development, Business Requirements, Enterprise Software, Quality Assurance, C#, Risk Management, SAP, Business Analysis, SDLC, Integration, Software Project..., Requirements Gathering, Requirements Analysis
Education
Pace University 1989 — 1993
Managerial Accounting
Eaton Vance Management January 2009 - Present
Eaton Vance November 2006 - January 2009
Eaton Vance January 2005 - October 2006
The Hartford October 2004 - December 2004
Skills
SQL, Web Applications, Agile Methodologies, HTML, Software Development, Business Requirements, Enterprise Software, Quality Assurance, C#, Risk Management, SAP, Business Analysis, SDLC, Integration, Software Project..., Requirements Gathering, Requirements Analysis
Education
Pace University 1989 — 1993
Managerial Accounting
Maura Gomez's Eaton Vance Experience 2004 - 2005
Job MBA, Analyst
Industry Publishing
Experience
Cengage Learning December 2008 - Present
Briggs New York October 2005 - June 2008
Eaton Vance 2004 - 2005
Skills
Research, Customer Service, Financial Analysis, Microsoft Excel, Time Management, Microsoft Office, Project Management, Inventory Analysis, Writing, Project Planning, Inventory Management, Publishing, Cost Reduction Analysis, Cost Management, Forecasting, Strategic Planning, Communication, Teamwork, Inventory Accuracy, Supply Chain, Data Analysis, Access, Marketing, Marketing Strategy, Operations Management, Financial Reporting, Process Improvement, Business Process..., Customer Satisfaction, Marketing Communications, Contract Negotiation, Digital Marketing, Higher Education, Lean Manufacturing, Social Media, Negotiation, Oracle, Management
Education
Providence College 2012 — 2015
Master of Business Administration (M.B.A.), 3.9
Providence College 2000 — 2004
Bachelor of Science (BS), Finance, General
Cengage Learning December 2008 - Present
Briggs New York October 2005 - June 2008
Eaton Vance 2004 - 2005
Skills
Research, Customer Service, Financial Analysis, Microsoft Excel, Time Management, Microsoft Office, Project Management, Inventory Analysis, Writing, Project Planning, Inventory Management, Publishing, Cost Reduction Analysis, Cost Management, Forecasting, Strategic Planning, Communication, Teamwork, Inventory Accuracy, Supply Chain, Data Analysis, Access, Marketing, Marketing Strategy, Operations Management, Financial Reporting, Process Improvement, Business Process..., Customer Satisfaction, Marketing Communications, Contract Negotiation, Digital Marketing, Higher Education, Lean Manufacturing, Social Media, Negotiation, Oracle, Management
Education
Providence College 2012 — 2015
Master of Business Administration (M.B.A.), 3.9
Providence College 2000 — 2004
Bachelor of Science (BS), Finance, General
Courtney Murray's Eaton Vance Experience January 2000 - June 2005
Job Senior Manager Performance Improvement Alternative Asset Management
Industry Financial Services
Experience
Ernst and Young July 2011 - Present
Ernst and Young LLP January 2009 - August 2011
Ernst and Young LLP 2006 - 2009
Eaton Vance January 2000 - June 2005
Scudder Kemper Investments September 1998 - January 2000
Skills
Hedge Funds, Capital Markets, Due Diligence, Securities, Financial Analysis, Private Equity, Asset Managment, Corporate Finance, Fund Accounting, Bloomberg, Fixed Income, Financial Reporting, Accounting, SEC filings, Strategic Planning, Project Management, Process Improvement, Compliance, Dodd-Frank, Fund Administration, Prime Brokerage, Investor Relations, Middle Office, Back Office, Asset Management
Education
Suffolk University - Sawyer School of Management 2001 — 2003
MBA, MBA
Providence College 1994 — 1998
BS, Business Management
Ernst and Young July 2011 - Present
Ernst and Young LLP January 2009 - August 2011
Ernst and Young LLP 2006 - 2009
Eaton Vance January 2000 - June 2005
Scudder Kemper Investments September 1998 - January 2000
Skills
Hedge Funds, Capital Markets, Due Diligence, Securities, Financial Analysis, Private Equity, Asset Managment, Corporate Finance, Fund Accounting, Bloomberg, Fixed Income, Financial Reporting, Accounting, SEC filings, Strategic Planning, Project Management, Process Improvement, Compliance, Dodd-Frank, Fund Administration, Prime Brokerage, Investor Relations, Middle Office, Back Office, Asset Management
Education
Suffolk University - Sawyer School of Management 2001 — 2003
MBA, MBA
Providence College 1994 — 1998
BS, Business Management
Aaron Hodgdon's Eaton Vance Experience 1998 - 2006
Job Senior Compliance Manager, Vice President at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2013 - Present
MFS Investment Mgmt October 2006 - February 2013
Eaton Vance 1998 - 2006
Education
Saint Anselm College 1993 — 1997
BA, political science
MFS Investment Management March 2013 - Present
MFS Investment Mgmt October 2006 - February 2013
Eaton Vance 1998 - 2006
Education
Saint Anselm College 1993 — 1997
BA, political science
kenneth schlupp's Eaton Vance Experience 2002 - 2003
Job Financial Center Manager at Wachovia Bank
Industry Banking
Experience
Max's Wine Dive August 2013 - Present
Wachovia Bank February 2008 - October 2011
Placemark Investments 2004 - 2005
Eaton Vance 2002 - 2003
OFI Private Investments November 1999 - February 2002
Lazard Asset Management April 1992 - November 1999
Skills
Separately Managed..., APL, Managed Accounts, Operations Management, Microsoft Office, Investments, Asset Management, Trading, Client Service, Mutual Funds, Risk Management, Equities, Series 7, Business Analysis, Wealth Management, Customer Relations, Portfolio Management, Due Diligence, Series 63, Strategic Planning, Product Development, Securities, Financial Reporting, Retirement, Asset Allocation, Bloomberg, Retirement Planning, Process Improvement, Budgeting, Banking, Sales Management, Financial Markets, Mergers, Team Leadership, Funding, Process Engineering, New Business Development, Business Strategy, Access, Product Management, Insurance, Excel, Trading Systems, Business Planning, Problem Solving, Cash Management, PowerPoint, Change Management, Asset Managment, Management
Education
State University of New York College at Oswego 1986 — 1990
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Max's Wine Dive August 2013 - Present
Wachovia Bank February 2008 - October 2011
Placemark Investments 2004 - 2005
Eaton Vance 2002 - 2003
OFI Private Investments November 1999 - February 2002
Lazard Asset Management April 1992 - November 1999
Skills
Separately Managed..., APL, Managed Accounts, Operations Management, Microsoft Office, Investments, Asset Management, Trading, Client Service, Mutual Funds, Risk Management, Equities, Series 7, Business Analysis, Wealth Management, Customer Relations, Portfolio Management, Due Diligence, Series 63, Strategic Planning, Product Development, Securities, Financial Reporting, Retirement, Asset Allocation, Bloomberg, Retirement Planning, Process Improvement, Budgeting, Banking, Sales Management, Financial Markets, Mergers, Team Leadership, Funding, Process Engineering, New Business Development, Business Strategy, Access, Product Management, Insurance, Excel, Trading Systems, Business Planning, Problem Solving, Cash Management, PowerPoint, Change Management, Asset Managment, Management
Education
State University of New York College at Oswego 1986 — 1990
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Jay Kimple, CIMA®'s Eaton Vance Experience 1987 - 1990
Job Vice President at Informa Investment Solutions
Industry Financial Services
Experience
Informa Investment Solutions February 2006 - Present
CheckFree Investment Services (Fiserv) 1999 - 2006
Mobius Group 1997 - 1999
Mobius Group 1992 - 1997
Eaton Vance 1987 - 1990
Eaton Vance 1985 - 1987
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
Master of Business Administration (M.B.A.)
Saint Lawrence University 1981 — 1985
Informa Investment Solutions February 2006 - Present
CheckFree Investment Services (Fiserv) 1999 - 2006
Mobius Group 1997 - 1999
Mobius Group 1992 - 1997
Eaton Vance 1987 - 1990
Eaton Vance 1985 - 1987
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
Master of Business Administration (M.B.A.)
Saint Lawrence University 1981 — 1985
Steven Pietricola's Eaton Vance Experience November 2006 - March 2009
Job External Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance Distributors March 2009 - Present
Eaton Vance November 2006 - March 2009
Skills
Separately Managed..., Mutual Funds, Investments, Alternative Investments, Asset Allocation, Retirement Planning, Wealth Management, Investment Strategies
Education
Saint Bonaventure University 2001 — 2005
Bachelors, Finance, Economics
Eaton Vance Distributors March 2009 - Present
Eaton Vance November 2006 - March 2009
Skills
Separately Managed..., Mutual Funds, Investments, Alternative Investments, Asset Allocation, Retirement Planning, Wealth Management, Investment Strategies
Education
Saint Bonaventure University 2001 — 2005
Bachelors, Finance, Economics
Helen O'Connell's Eaton Vance Experience September 1994 - October 1995
Job Corporate Responsibility Senior Manager at Royal Caribbean Cruises, Ltd.
Industry Leisure, Travel & Tourism
Experience
Royal Caribbean Cruises, Ltd. January 2015 - Present
Royal Caribbean Cruises, Ltd. January 2008 - January 2015
Royal Caribbean Cruises, Ltd. April 2004 - January 2008
Hands On Miami October 1998 - April 2004
Tiffany & Co. October 1995 - October 1998
Eaton Vance September 1994 - October 1995
Skills
Community Relations..., Corporate Social..., Employee Engagement, Strategic Corporate..., Corporate Gifts, Cross-functional Team..., Leadership, Volunteer Management, Corporate Events, Team Motivation, Customer Engagement, Charitable Giving, Charity Work
Education
Salve Regina University 1990 — 1994
Bachelor's Degree, Business Administration and Human Resource Managememt
Royal Caribbean Cruises, Ltd. January 2015 - Present
Royal Caribbean Cruises, Ltd. January 2008 - January 2015
Royal Caribbean Cruises, Ltd. April 2004 - January 2008
Hands On Miami October 1998 - April 2004
Tiffany & Co. October 1995 - October 1998
Eaton Vance September 1994 - October 1995
Skills
Community Relations..., Corporate Social..., Employee Engagement, Strategic Corporate..., Corporate Gifts, Cross-functional Team..., Leadership, Volunteer Management, Corporate Events, Team Motivation, Customer Engagement, Charitable Giving, Charity Work
Education
Salve Regina University 1990 — 1994
Bachelor's Degree, Business Administration and Human Resource Managememt
Beth Mashrick Stone's Eaton Vance Experience 1999 - 2004
Job 401k Plan Administrator at Retirement Plan Resources
Industry Financial Services
Experience
Retirement Plan Resources August 2005 - Present
Eaton Vance 1999 - 2004
Skills
Retirement Planning, Mutual Funds, Investments, Series 63, 401k
Education
Stonehill College 1991 — 1995
Bachelor's Degree, Mass Communication/Media Studies
Retirement Plan Resources August 2005 - Present
Eaton Vance 1999 - 2004
Skills
Retirement Planning, Mutual Funds, Investments, Series 63, 401k
Education
Stonehill College 1991 — 1995
Bachelor's Degree, Mass Communication/Media Studies
Annie Flynn's Eaton Vance Experience October 1993 - August 2005
Job Executive Office Professional
Industry Executive Office
Experience
Rochester Manor October 2009 - Present
Eaton Vance October 1993 - August 2005
Education
Salve Regina University 1989 — 1993
Rochester Manor October 2009 - Present
Eaton Vance October 1993 - August 2005
Education
Salve Regina University 1989 — 1993
John E. Thompson's Eaton Vance Experience January 2002 - August 2004
Job Director, Private Client Group at Lanier Asset Management, LLC
Industry Financial Services
Experience
Lanier Asset Management, LLC August 2015 - Present
Blakewater Consultancy LLC September 2011 - August 2015
Stratevie Media LLC March 2010 - September 2011
Blakewater Consultancy September 2004 - March 2010
Eaton Vance January 2002 - August 2004
National Asset Management, Inc. February 2000 - January 2002
Skills
Capital Acquisition, Financial Services, Motivational Speaking, Asset Managment, Investments, Securities, Equities, Portfolio Management, Series 7, Wealth Management, Investment Advisory, Alternative Investments, Separately Managed..., Mutual Funds, Series 63, Strategic Financial..., Asset Allocation, Fixed Income, Hedge Funds, Financial Advisory, Asset Management, Retirement Planning
Education
College of the Holy Cross
Providence College
Lanier Asset Management, LLC August 2015 - Present
Blakewater Consultancy LLC September 2011 - August 2015
Stratevie Media LLC March 2010 - September 2011
Blakewater Consultancy September 2004 - March 2010
Eaton Vance January 2002 - August 2004
National Asset Management, Inc. February 2000 - January 2002
Skills
Capital Acquisition, Financial Services, Motivational Speaking, Asset Managment, Investments, Securities, Equities, Portfolio Management, Series 7, Wealth Management, Investment Advisory, Alternative Investments, Separately Managed..., Mutual Funds, Series 63, Strategic Financial..., Asset Allocation, Fixed Income, Hedge Funds, Financial Advisory, Asset Management, Retirement Planning
Education
College of the Holy Cross
Providence College
Steve Pasquantonio's Eaton Vance Experience March 2012 - Present
Job Investment Operations at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2012 - Present
North Run Capital August 2011 - January 2012
State Street Bank 2006 - 2010
Merrill Lynch 2006 - 2006
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Bloomberg
Education
Saint Anselm College 2002 — 2006
Bachelor of Arts, Economics and Business
Eaton Vance March 2012 - Present
North Run Capital August 2011 - January 2012
State Street Bank 2006 - 2010
Merrill Lynch 2006 - 2006
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Bloomberg
Education
Saint Anselm College 2002 — 2006
Bachelor of Arts, Economics and Business
Carlene Geraci MIES's Eaton Vance Experience April 1998 - September 2000
Job Specification Sales at Reflex Lighting
Industry Architecture & Planning
Experience
projectLUCE March 2013 - Present
Reflex Lighting April 2015 - Present
Reflex Lighting July 2014 - April 2015
Reflex Lighting February 2014 - July 2014
Lam Partners December 2000 - March 2013
Wolfers Lighting September 2000 - December 2000
Eaton Vance April 1998 - September 2000
Schweppe Lighting Design, Inc November 1994 - April 1998
Robert Newell Lighting Design 1994 - 1994
Skills
Lighting Design, Architectural Lighting, Lighting, AGI 32, AutoCAD, Project Management, Concept Design, Interior Lighting, Sustainability, LEED, Design, Product Development, Solid State Lighting, LED lighting systems, Social Media, Social Media Marketing, Producing Web Content
Education
Penn State University 1989 — 1993
BS Arch, Architecture
projectLUCE March 2013 - Present
Reflex Lighting April 2015 - Present
Reflex Lighting July 2014 - April 2015
Reflex Lighting February 2014 - July 2014
Lam Partners December 2000 - March 2013
Wolfers Lighting September 2000 - December 2000
Eaton Vance April 1998 - September 2000
Schweppe Lighting Design, Inc November 1994 - April 1998
Robert Newell Lighting Design 1994 - 1994
Skills
Lighting Design, Architectural Lighting, Lighting, AGI 32, AutoCAD, Project Management, Concept Design, Interior Lighting, Sustainability, LEED, Design, Product Development, Solid State Lighting, LED lighting systems, Social Media, Social Media Marketing, Producing Web Content
Education
Penn State University 1989 — 1993
BS Arch, Architecture
Jessica Hemenway's Eaton Vance Experience April 2012 - Present
Job Municipal Portfolio Manager Associate at Eaton Vance
Industry Investment Management
Experience
Eaton Vance April 2012 - Present
Eaton Vance April 2010 - April 2012
Loomis, Sayles & Company September 2009 - April 2010
BlackRock September 2008 - March 2009
BlackRock November 2006 - September 2008
Skills
Mutual Funds, Investments, Trading, Portfolio Management, Derivatives
Education
Norwich University 2014 — 2015
Master of Business Administration (MBA), Finance
Bridgewater State University 2002 — 2006
B.A., Communication Studies
Eaton Vance April 2012 - Present
Eaton Vance April 2010 - April 2012
Loomis, Sayles & Company September 2009 - April 2010
BlackRock September 2008 - March 2009
BlackRock November 2006 - September 2008
Skills
Mutual Funds, Investments, Trading, Portfolio Management, Derivatives
Education
Norwich University 2014 — 2015
Master of Business Administration (MBA), Finance
Bridgewater State University 2002 — 2006
B.A., Communication Studies
Steven Dansreau's Eaton Vance Experience September 2007 - Present
Job Recruiting at Eaton Vance
Industry Investment Management
Experience
Eaton Vance September 2007 - Present
PricewaterhouseCoopers August 2005 - September 2007
Education
Suffolk University - Sawyer Business School
MBA
Providence College 1987 — 1991
Bachelor of Science (B.S.), Business Administration
Eaton Vance September 2007 - Present
PricewaterhouseCoopers August 2005 - September 2007
Education
Suffolk University - Sawyer Business School
MBA
Providence College 1987 — 1991
Bachelor of Science (B.S.), Business Administration
Diane Hallett's Eaton Vance Experience August 2012 - Present
Job AVP, RFP Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2012 - Present
Eaton Vance October 2010 - August 2012
OFI Institutional Asset Management 2006 - 2010
John Hancock Advisers 2000 - 2006
Scudder Investments 1992 - 2000
Skills
Investments, Project Management, Fixed Income, Research, Bloomberg, Financial Analysis, Asset Management, Series 7, Mutual Funds, Hedge Funds, Investment Strategies, Marketing, Relationship Management, Public Speaking, Series 63, Asset Allocation, Financial Services, Alternative Investments, Equities, Portfolio Management, Investment Management
Education
Saint Michael's College 1984 — 1988
BA, Journalism
Eaton Vance August 2012 - Present
Eaton Vance October 2010 - August 2012
OFI Institutional Asset Management 2006 - 2010
John Hancock Advisers 2000 - 2006
Scudder Investments 1992 - 2000
Skills
Investments, Project Management, Fixed Income, Research, Bloomberg, Financial Analysis, Asset Management, Series 7, Mutual Funds, Hedge Funds, Investment Strategies, Marketing, Relationship Management, Public Speaking, Series 63, Asset Allocation, Financial Services, Alternative Investments, Equities, Portfolio Management, Investment Management
Education
Saint Michael's College 1984 — 1988
BA, Journalism
Judith Cranna, CFA's Eaton Vance Experience October 2007 - Present
Job Vice President at Eaton Vance
Industry Financial Services
Experience
Eaton Vance October 2007 - Present
Eaton Vance October 2007 - Present
US Trust May 2005 - October 2007
State Street November 1987 - April 2005
Skills
Wealth Management, Asset Allocation, Portfolio Management, Equities, Asset Managment, Investments, Investment Advisory, Retirement Planning, Strategic Financial..., Estate Planning, Alternative Investments, Mutual Funds, Investment Management, Fixed Income, Investment Strategies, Risk Management, Securities
Education
CFA Institute 1989 — 1991
1991, CFA
Simmons College - Simmons School of Management 1980 — 1981
MBA
Skidmore College
Eaton Vance October 2007 - Present
Eaton Vance October 2007 - Present
US Trust May 2005 - October 2007
State Street November 1987 - April 2005
Skills
Wealth Management, Asset Allocation, Portfolio Management, Equities, Asset Managment, Investments, Investment Advisory, Retirement Planning, Strategic Financial..., Estate Planning, Alternative Investments, Mutual Funds, Investment Management, Fixed Income, Investment Strategies, Risk Management, Securities
Education
CFA Institute 1989 — 1991
1991, CFA
Simmons College - Simmons School of Management 1980 — 1981
MBA
Skidmore College
Adam Leahy's Eaton Vance Experience October 2006 - June 2007
Job Special Gift Officer at Milton Academy
Industry Fund-Raising
Experience
Milton Academy September 2014 - Present
Little Landscapes December 2008 - Present
The Gibbons Group, LLC November 2009 - Present
Milton Academy September 2012 - Present
Milton Academy October 2013 - September 2014
The Bowdoin Group May 2008 - November 2008
M.V.P. Associates, Inc June 2007 - April 2008
Eaton Vance October 2006 - June 2007
Skills
Fundraising, Annual Giving, Annual Fund, Capital Campaigns, Luxury, Real Estate Transactions, Rentals, Residential Homes, Condos, Sellers, Listings, Relocation, Investment Properties, Real Property, First Time Home Buyers, Irrigation, Garden Design, Lacrosse
Education
Roanoke College 2001 — 2006
Bachelor of Arts, History
williston northampton 1999 — 2001
High school diploma
Milton Academy September 2014 - Present
Little Landscapes December 2008 - Present
The Gibbons Group, LLC November 2009 - Present
Milton Academy September 2012 - Present
Milton Academy October 2013 - September 2014
The Bowdoin Group May 2008 - November 2008
M.V.P. Associates, Inc June 2007 - April 2008
Eaton Vance October 2006 - June 2007
Skills
Fundraising, Annual Giving, Annual Fund, Capital Campaigns, Luxury, Real Estate Transactions, Rentals, Residential Homes, Condos, Sellers, Listings, Relocation, Investment Properties, Real Property, First Time Home Buyers, Irrigation, Garden Design, Lacrosse
Education
Roanoke College 2001 — 2006
Bachelor of Arts, History
williston northampton 1999 — 2001
High school diploma
Patricia McCarthy-Odnakk's Eaton Vance Experience August 2015 - Present
Job Executive Assistant at Eaton Vance
Industry Higher Education
Experience
Eaton Vance August 2015 - Present
Curry College March 2015 - July 2015
UNC Asheville July 2011 - March 2015
Road To Responsibility, Inc. December 2008 - July 2011
Day International August 1989 - May 2007
Skills
Public Speaking, Research, Community Outreach, Social Media, Data Entry, Volunteer Management, Budgets, Editing, Executive Level..., Event Planning, Executive-Level...
Education
Stonehill College
Evening Courses
Whitman Hanson Regional High School
High School
Eaton Vance August 2015 - Present
Curry College March 2015 - July 2015
UNC Asheville July 2011 - March 2015
Road To Responsibility, Inc. December 2008 - July 2011
Day International August 1989 - May 2007
Skills
Public Speaking, Research, Community Outreach, Social Media, Data Entry, Volunteer Management, Budgets, Editing, Executive Level..., Event Planning, Executive-Level...
Education
Stonehill College
Evening Courses
Whitman Hanson Regional High School
High School
Mason Gillespie's Eaton Vance Experience December 2008 - July 2014
Job Financial Services Professional
Industry Financial Services
Experience
Columbia Threadneedle Investments October 2014 - Present
Columbia Management July 2014 - October 2014
Eaton Vance December 2008 - July 2014
Eaton Vance April 2006 - December 2008
Eaton Vance June 2004 - April 2006
Skills
Series 7, Series 63, Series 65, Series 6, Mutual Funds, Investments, Fixed Income, Bloomberg, Sales, Customer Service, Financial Services, APL, Microsoft Office
Education
Roanoke College 1998 — 2003
BA, Sociology
St. Sebastians 1992 — 1998
Columbia Threadneedle Investments October 2014 - Present
Columbia Management July 2014 - October 2014
Eaton Vance December 2008 - July 2014
Eaton Vance April 2006 - December 2008
Eaton Vance June 2004 - April 2006
Skills
Series 7, Series 63, Series 65, Series 6, Mutual Funds, Investments, Fixed Income, Bloomberg, Sales, Customer Service, Financial Services, APL, Microsoft Office
Education
Roanoke College 1998 — 2003
BA, Sociology
St. Sebastians 1992 — 1998
Paul R. Joyce's Eaton Vance Experience 1993 - 2000
Job Senior Associate at Mercer Human Resource Consulting
Industry Human Resources
Experience
Mercer Health & Benefits 2006 - Present
Marsh Employee Benefits 2003 - 2006
SSgA 2000 - 2002
Eaton Vance 1993 - 2000
Boston Red Sox 1989 - 1993
Skills
Mutual Funds, 401k, ERISA, Series 63, Series 7, Retirement, Employee Benefits, Series 6, Defined Contribution, Investments, Asset Allocation, Retirement Planning, Securities
Education
Saint Michael's College 1989 — 1993
BS, Business Admin
Mercer Health & Benefits 2006 - Present
Marsh Employee Benefits 2003 - 2006
SSgA 2000 - 2002
Eaton Vance 1993 - 2000
Boston Red Sox 1989 - 1993
Skills
Mutual Funds, 401k, ERISA, Series 63, Series 7, Retirement, Employee Benefits, Series 6, Defined Contribution, Investments, Asset Allocation, Retirement Planning, Securities
Education
Saint Michael's College 1989 — 1993
BS, Business Admin
Andrew Kinloch's Eaton Vance Experience July 2011 - Present
Job Mutual Fund Operations Representative at Eaton Vance
Industry Financial Services
Experience
Eaton Vance July 2011 - Present
Eastern Bank March 2010 - August 2011
Eastern Bank February 2008 - March 2010
Education
Salem State University 2008 — 2011
Bachelor of Science, Business Administration; Finance
Salem State University 2007 — 2011
Bachelor of Science, Finance
Salem State University 2007 — 2011
Bachelor of Science
Salem State University 2007 — 2011
Simmons College 2007 — 2011
Bachelor of Science, Business Administration; Finance
Eaton Vance July 2011 - Present
Eastern Bank March 2010 - August 2011
Eastern Bank February 2008 - March 2010
Education
Salem State University 2008 — 2011
Bachelor of Science, Business Administration; Finance
Salem State University 2007 — 2011
Bachelor of Science, Finance
Salem State University 2007 — 2011
Bachelor of Science
Salem State University 2007 — 2011
Simmons College 2007 — 2011
Bachelor of Science, Business Administration; Finance
James Simcoke's Eaton Vance Experience January 2006 - July 2007
Job Wayfair
Industry Internet
Experience
Wayfair September 2014 - Present
Non Profit Volenteer work April 2011 - September 2014
Loomis, Sayles & Company July 2007 - April 2011
Eaton Vance January 2006 - July 2007
Skills
Investments
Education
Stetson University 2001 — 2005
Bachelor's degree, Finance, General
Stetson University 2001 — 2005
Bachelor's degree, Finance, General
Belmont Hill School 1996 — 2001
High School
Wayfair September 2014 - Present
Non Profit Volenteer work April 2011 - September 2014
Loomis, Sayles & Company July 2007 - April 2011
Eaton Vance January 2006 - July 2007
Skills
Investments
Education
Stetson University 2001 — 2005
Bachelor's degree, Finance, General
Stetson University 2001 — 2005
Bachelor's degree, Finance, General
Belmont Hill School 1996 — 2001
High School
John Addeo's Eaton Vance Experience 1997 - 1998
Job Managing Director at Manulife Asset Management
Industry Financial Services
Experience
MFS Investment Management 1998 - 2012
Eaton Vance 1997 - 1998
Keystone Group 1985 - 1997
Skills
Fixed Income, Portfolio Management, Investments, Bonds, Equities, Mutual Funds, Bloomberg, Securities, Capital Markets, Valuation, High Yield, Hedge Funds, Trading, Private Equity, Financial Markets, Emerging Markets, Asset Management, Investment Banking, Asset Allocation
Education
Siena College 1980 — 1984
BS, Computer Science
MFS Investment Management 1998 - 2012
Eaton Vance 1997 - 1998
Keystone Group 1985 - 1997
Skills
Fixed Income, Portfolio Management, Investments, Bonds, Equities, Mutual Funds, Bloomberg, Securities, Capital Markets, Valuation, High Yield, Hedge Funds, Trading, Private Equity, Financial Markets, Emerging Markets, Asset Management, Investment Banking, Asset Allocation
Education
Siena College 1980 — 1984
BS, Computer Science
Jessica Woodland's Eaton Vance Experience June 2009 - November 2011
Job Senior Corporate Accountant at The Baupost Group
Industry Investment Management
Experience
The Baupost Group June 2014 - Present
Edison Mission Marketing and Trading August 2012 - Present
Liberty Lane Service Company December 2011 - August 2012
Eaton Vance June 2009 - November 2011
Essex Investment Management January 2006 - June 2009
Education
Southern New Hampshire University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
Northeastern University 2000 — 2004
BSBA, Accounting
The Baupost Group June 2014 - Present
Edison Mission Marketing and Trading August 2012 - Present
Liberty Lane Service Company December 2011 - August 2012
Eaton Vance June 2009 - November 2011
Essex Investment Management January 2006 - June 2009
Education
Southern New Hampshire University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
Northeastern University 2000 — 2004
BSBA, Accounting
Chris Duwart's Eaton Vance Experience 2005 - 2006
Job Head of UMA Overlay Management at Citigroup
Industry Banking
Experience
Citi March 2015 - Present
Citi October 2010 - April 2015
Bank of America June 2006 - October 2010
Eaton Vance 2005 - 2006
Putnam Investments 2001 - 2005
Skills
Series 7, Mutual Funds, Trading, Series 63, Bloomberg, UMA, APL, SMA, Corporate Actions, Securities, Finance, Portfolio Management, Hedge Funds, Wealth Management, Financial Services, Equities
Education
Sacred Heart University 1996 — 2000
Bachelor of Science, Criminal Justice
Citi March 2015 - Present
Citi October 2010 - April 2015
Bank of America June 2006 - October 2010
Eaton Vance 2005 - 2006
Putnam Investments 2001 - 2005
Skills
Series 7, Mutual Funds, Trading, Series 63, Bloomberg, UMA, APL, SMA, Corporate Actions, Securities, Finance, Portfolio Management, Hedge Funds, Wealth Management, Financial Services, Equities
Education
Sacred Heart University 1996 — 2000
Bachelor of Science, Criminal Justice
Jack Smiley CFA's Eaton Vance Experience November 1996 - October 2003
Job Owner at Investment Consulting
Industry Investment Management
Experience
Investment Consulting April 2007 - Present
Wachovia Investment Management January 2004 - April 2007
Eaton Vance November 1996 - October 2003
Bank of America Investment Management 1980 - 1996
Skills
Mutual Funds, Compliance Review, Investments, Equities, Portfolio Management, Financial Analysis, Executive Management, Investment Research, Investment Strategies, Series 7, Management, Asset Management, Wealth Management, Asset Allocation, Securities, Alternative Investments, Private Banking, Hedge Funds, Investment Advisory, Capital Markets
Education
Southern Methodist University - Cox School of Business 1962 — 1966
BBA, Management
Investment Consulting April 2007 - Present
Wachovia Investment Management January 2004 - April 2007
Eaton Vance November 1996 - October 2003
Bank of America Investment Management 1980 - 1996
Skills
Mutual Funds, Compliance Review, Investments, Equities, Portfolio Management, Financial Analysis, Executive Management, Investment Research, Investment Strategies, Series 7, Management, Asset Management, Wealth Management, Asset Allocation, Securities, Alternative Investments, Private Banking, Hedge Funds, Investment Advisory, Capital Markets
Education
Southern Methodist University - Cox School of Business 1962 — 1966
BBA, Management
Andrew Scanlon's Eaton Vance Experience February 2015 - Present
Job Internal Wholesaler at Eaton Vance
Industry Consumer Services
Experience
Eaton Vance February 2015 - Present
Eaton Vance October 2014 - February 2015
Enterprise Rent-A-Car November 2013 - October 2014
MBA HealthGroup June 2012 - November 2013
MBA HealthGroup January 2011 - July 2012
MBA HealthGroup January 2011 - April 2011
Skills
Salesforce.com, Social Media, Microsoft Office, Microsoft Excel, Marketing Strategy, Marketing, Customer Service, Analysis, Account Management, Research, Customer Satisfaction, Microsoft Word, Social Networking, Process Improvement, Sales, Data Analysis, Team Leadership, Outlook, Training, PowerPoint, Healthcare, Facebook, Strategic Planning, Project Management, Team Building, Event Planning, Management, Public Relations, Time Management, Healthcare Information..., Teamwork, Inventory Management, Software Implementation, System Administration, EHR, Program Management, Business Development, Software Documentation, Troubleshooting, HIPAA, Business Analysis, Leadership, Healthcare Consulting, Data Entry, Fundraising, Access
Education
Saint Michael's College 2007 — 2011
Bachelor of Science, Business Administration, Marketing
Worcester Academy 2006 — 2007
Eaton Vance February 2015 - Present
Eaton Vance October 2014 - February 2015
Enterprise Rent-A-Car November 2013 - October 2014
MBA HealthGroup June 2012 - November 2013
MBA HealthGroup January 2011 - July 2012
MBA HealthGroup January 2011 - April 2011
Skills
Salesforce.com, Social Media, Microsoft Office, Microsoft Excel, Marketing Strategy, Marketing, Customer Service, Analysis, Account Management, Research, Customer Satisfaction, Microsoft Word, Social Networking, Process Improvement, Sales, Data Analysis, Team Leadership, Outlook, Training, PowerPoint, Healthcare, Facebook, Strategic Planning, Project Management, Team Building, Event Planning, Management, Public Relations, Time Management, Healthcare Information..., Teamwork, Inventory Management, Software Implementation, System Administration, EHR, Program Management, Business Development, Software Documentation, Troubleshooting, HIPAA, Business Analysis, Leadership, Healthcare Consulting, Data Entry, Fundraising, Access
Education
Saint Michael's College 2007 — 2011
Bachelor of Science, Business Administration, Marketing
Worcester Academy 2006 — 2007
Mark Whitehouse's Eaton Vance Experience 1991 - 2005
Job Regional Director at Baron Capital
Industry Investment Management
Experience
Baron Capital September 2011 - Present
Invesco Ltd. 2010 - 2011
Van Kampen Investments 2005 - 2010
Eaton Vance 1991 - 2005
Skills
Series 7, Separately Managed...
Education
Southern New Hampshire University 1993 — 1996
MBA
University of Massachusetts, Amherst 1987 — 1991
MS
Baron Capital September 2011 - Present
Invesco Ltd. 2010 - 2011
Van Kampen Investments 2005 - 2010
Eaton Vance 1991 - 2005
Skills
Series 7, Separately Managed...
Education
Southern New Hampshire University 1993 — 1996
MBA
University of Massachusetts, Amherst 1987 — 1991
MS
Michael Cedrone's Eaton Vance Experience February 2005 - June 2006
Job Business Analyst, Financial Reporting at Harvard University
Industry Higher Education
Experience
Harvard University September 2015 - Present
Harvard University July 2012 - Present
Brown Brothers Harriman May 2010 - June 2012
Brown Brothers Harriman June 2006 - May 2010
Eaton Vance February 2005 - June 2006
Skills
Strategic Planning, Fund Accounting, Business Process..., Microsoft Office, Microsoft Excel, Analysis, Program Management, Data Analysis
Education
Salem State College
Bachelor of Science (B.S.), Criminal Justice
Harvard University September 2015 - Present
Harvard University July 2012 - Present
Brown Brothers Harriman May 2010 - June 2012
Brown Brothers Harriman June 2006 - May 2010
Eaton Vance February 2005 - June 2006
Skills
Strategic Planning, Fund Accounting, Business Process..., Microsoft Office, Microsoft Excel, Analysis, Program Management, Data Analysis
Education
Salem State College
Bachelor of Science (B.S.), Criminal Justice
Alfred Shaver AIF®'s Eaton Vance Experience May 2013 - July 2013
Job Regional Sales Rep Retirement Plan Sales at The Guardian Life Insurance Company of America
Industry Investment Management
Experience
The Guardian Life Insurance Company of America July 2013 - Present
Eaton Vance May 2013 - July 2013
Eaton Vance January 2013 - May 2013
Patriot Energy August 2012 - January 2013
Fidelity Investments June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, Outlook, Bloomberg, Teamwork, Research, Social Media, Public Speaking, Accounting, Economics, Macroeconomics, AIF
Education
Providence College 2008 — 2012
Bachelor's degree, Accounting and Finance
Università degli Studi di Firenze / University of Florence 2011 — 2011
The Guardian Life Insurance Company of America July 2013 - Present
Eaton Vance May 2013 - July 2013
Eaton Vance January 2013 - May 2013
Patriot Energy August 2012 - January 2013
Fidelity Investments June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, Outlook, Bloomberg, Teamwork, Research, Social Media, Public Speaking, Accounting, Economics, Macroeconomics, AIF
Education
Providence College 2008 — 2012
Bachelor's degree, Accounting and Finance
Università degli Studi di Firenze / University of Florence 2011 — 2011
Scott Brindle's Eaton Vance Experience January 2013 - Present
Job Senior Application Support Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance January 2013 - Present
Brown Brothers Harriman May 2007 - January 2013
Education
Suffolk University
MBA
University of Massachusetts, Amherst
Bachelors, Business Administration
Eaton Vance January 2013 - Present
Brown Brothers Harriman May 2007 - January 2013
Education
Suffolk University
MBA
University of Massachusetts, Amherst
Bachelors, Business Administration
Cynthia Frost's Eaton Vance Experience June 2014 - Present
Job Private Investor
Industry Higher Education
Experience
Eaton Vance June 2014 - Present
Creciente Partners Investment Management, LLC June 2015 - Present
Brown University July 2000 - December 2012
Duke Management Company September 1995 - June 2000
Cambridge Associates August 1989 - July 1995
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (MBA)
Stanford University 1979 — 1983
Bachelor of Arts (BA)
Eaton Vance June 2014 - Present
Creciente Partners Investment Management, LLC June 2015 - Present
Brown University July 2000 - December 2012
Duke Management Company September 1995 - June 2000
Cambridge Associates August 1989 - July 1995
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (MBA)
Stanford University 1979 — 1983
Bachelor of Arts (BA)
Michael Ferreira, CPA's Eaton Vance Experience September 2007 - Present
Job Assistant Vice President, Financial Reporting Manager at Eaton Vance
Industry Accounting
Experience
Eaton Vance September 2007 - Present
Macquarie Group October 2004 - September 2007
Deloitte December 2003 - October 2004
Ziner, Kennedy & Lehan LLP / American Express Tax & Business Services September 2000 - November 2003
Skills
Financial Reporting, SEC filings, Internal Controls, Accounting, US GAAP, CPA, Sarbanes-Oxley Act, Financial Services, Private Equity, SEC Financial Reporting, Financial Analysis, Alternative Investments, Auditing, Consolidation, Consolidated Financial..., Fund Administration, General Ledger, Financial Statements, Journal Entries, Real Estate, Real Estate Transactions, GAAP
Education
Providence College 1996 — 2000
Bachelor of Science (B.S.), Accounting
Eaton Vance September 2007 - Present
Macquarie Group October 2004 - September 2007
Deloitte December 2003 - October 2004
Ziner, Kennedy & Lehan LLP / American Express Tax & Business Services September 2000 - November 2003
Skills
Financial Reporting, SEC filings, Internal Controls, Accounting, US GAAP, CPA, Sarbanes-Oxley Act, Financial Services, Private Equity, SEC Financial Reporting, Financial Analysis, Alternative Investments, Auditing, Consolidation, Consolidated Financial..., Fund Administration, General Ledger, Financial Statements, Journal Entries, Real Estate, Real Estate Transactions, GAAP
Education
Providence College 1996 — 2000
Bachelor of Science (B.S.), Accounting
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group