Eaton Vance
Industry: Investment management company
DescriptionEaton Vance Corp. is one of the oldest investment management firms in the United States, with a history dating back to 1924. Eaton Vance and its affiliates offer individuals and institutions investment products and wealth management services and creation, marketing, and management of investment funds. AUM: US$422.316 billion as of 7/31/17 CEO: Thomas E. Faust Jr. (1 Nov 2007–) Headquarters: Boston, Massachusetts, United States Subsidiaries: Parametric Portfolio Associates LLC,
Eaton Vance List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Eaton Vance. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Eaton Vance Employees
Employee
Years
Job
Industry
Tim Wywoda Tim Wywoda's Eaton Vance Experience June 2013 - August 2013
Job Financial Analyst Associate at Akamai Technologies
Industry Financial Services
Experience
Akamai Technologies November 2014 - Present
Villanova University August 2013 - May 2014
Eaton Vance June 2013 - August 2013
YMCA June 2009 - August 2012
Skills
Teamwork, Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Writing, Financial Analysis, Finance
Education
Villanova University 2010 — 2014
Bachelor of Science (B.S.), Finance
The University of Western Australia 2012 — 2012
Finance
St. John's Preparatory School 2006 — 2010
Akamai Technologies November 2014 - Present
Villanova University August 2013 - May 2014
Eaton Vance June 2013 - August 2013
YMCA June 2009 - August 2012
Skills
Teamwork, Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Writing, Financial Analysis, Finance
Education
Villanova University 2010 — 2014
Bachelor of Science (B.S.), Finance
The University of Western Australia 2012 — 2012
Finance
St. John's Preparatory School 2006 — 2010
Moran Zhang Moran Zhang's Eaton Vance Experience June 2015 - August 2015
Job MBA Candidate at University of Chicago Booth School of Business
Industry Investment Management
Experience
University of Chicago Booth School of Business September 2014 - Present
Eaton Vance June 2015 - August 2015
International Business Times November 2011 - May 2014
Medill News Service June 2011 - August 2011
Medill News Service January 2011 - June 2011
The New York Times April 2010 - June 2010
China Central Television March 2009 - July 2009
HTV-3 July 2008 - August 2008
Skills
Journalism, Storytelling, Ap Style, Blogging, Editing, Soundslides, Business Journalism, AP Style, Online Journalism, News Writing, Newspapers, Content Management, Copy Editing, Headline Writing, Breaking News, Fact-checking, Magazines, Multimedia, Editorial, Feature Articles, Investigative Reporting, Computer-assisted..., New Media, InCopy, Digital Journalism, Broadcast Journalism, Web Content, Audacity, Newspaper Design, Online News, Technology Journalism, Web Editing
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Analytic Finance, Accounting, and Economics
Northwestern University 2010 — 2011
Master, Business Journalism
Fudan University 2006 — 2010
BA, Broadcast Journalism
University of Chicago Booth School of Business September 2014 - Present
Eaton Vance June 2015 - August 2015
International Business Times November 2011 - May 2014
Medill News Service June 2011 - August 2011
Medill News Service January 2011 - June 2011
The New York Times April 2010 - June 2010
China Central Television March 2009 - July 2009
HTV-3 July 2008 - August 2008
Skills
Journalism, Storytelling, Ap Style, Blogging, Editing, Soundslides, Business Journalism, AP Style, Online Journalism, News Writing, Newspapers, Content Management, Copy Editing, Headline Writing, Breaking News, Fact-checking, Magazines, Multimedia, Editorial, Feature Articles, Investigative Reporting, Computer-assisted..., New Media, InCopy, Digital Journalism, Broadcast Journalism, Web Content, Audacity, Newspaper Design, Online News, Technology Journalism, Web Editing
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Analytic Finance, Accounting, and Economics
Northwestern University 2010 — 2011
Master, Business Journalism
Fudan University 2006 — 2010
BA, Broadcast Journalism
Kelsey McGregor Kelsey McGregor's Eaton Vance Experience January 2014 - June 2014
Job Global External Relations Coop at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group January 2015 - Present
Eaton Vance January 2014 - June 2014
MFS Investment Management July 2013 - December 2013
Ralph Lauren September 2012 - February 2013
Skills
Marketing, Sales, Social Networking, Photoshop, Microsoft Office, Management, Outlook, Social Media, Research, Entrepreneurship, Time Management, Social Media Marketing, Strategic Planning, Budgets, Dreamweaver, HTML, Adobe Creative Suite, International Relations, Market Research, Economics, Salesforce.com
Education
Northeastern University 2012 — 2015
Bachelor of Science, Economics, Minor in International Affairs
The London School of Economics and Political Science (LSE)
Summer School Programme
The Boston Consulting Group January 2015 - Present
Eaton Vance January 2014 - June 2014
MFS Investment Management July 2013 - December 2013
Ralph Lauren September 2012 - February 2013
Skills
Marketing, Sales, Social Networking, Photoshop, Microsoft Office, Management, Outlook, Social Media, Research, Entrepreneurship, Time Management, Social Media Marketing, Strategic Planning, Budgets, Dreamweaver, HTML, Adobe Creative Suite, International Relations, Market Research, Economics, Salesforce.com
Education
Northeastern University 2012 — 2015
Bachelor of Science, Economics, Minor in International Affairs
The London School of Economics and Political Science (LSE)
Summer School Programme
Jeffrey Norton, CAIA, CIMA Jeffrey Norton, CAIA, CIMA's Eaton Vance Experience May 2013 - Present
Job Assistant Vice President, Senior Marketing Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2013 - Present
Columbia Management August 2012 - May 2013
Natixis Global Asset Management March 2010 - August 2012
Natixis Global Associates August 2008 - March 2010
MFS Retirement Services, Inc. December 2005 - September 2008
MFS Retirement Services, Inc. January 2000 - December 2005
Sherwin Williams May 1994 - December 1999
Skills
Series 6, CIMA, Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, ETFs, Investments, Asset Managment, Fixed Income, 401k, Investment Strategies, Securities
Education
University of Massachusetts Dartmouth 1990 — 1994
Bachelor of Science, Business Management
Dennis Yarmouth 1986 — 1990
Eaton Vance May 2013 - Present
Columbia Management August 2012 - May 2013
Natixis Global Asset Management March 2010 - August 2012
Natixis Global Associates August 2008 - March 2010
MFS Retirement Services, Inc. December 2005 - September 2008
MFS Retirement Services, Inc. January 2000 - December 2005
Sherwin Williams May 1994 - December 1999
Skills
Series 6, CIMA, Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, ETFs, Investments, Asset Managment, Fixed Income, 401k, Investment Strategies, Securities
Education
University of Massachusetts Dartmouth 1990 — 1994
Bachelor of Science, Business Management
Dennis Yarmouth 1986 — 1990
Alexander Amado Alexander Amado's Eaton Vance Experience June 2013 - October 2013
Job Investment Operations Trading Specialist at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2013 - October 2013
State Street Bank March 2013 - June 2013
Eaton Vance Investment Managers June 2011 - August 2012
Skills
Portfolio Management, Leadership Development, Google Apps, Financial Analysis, Time Management, Investments, Management, Teamwork, Social Media Marketing, Strategic Leadership, Marketing, Investment Management, Program Management, Public Speaking, Microsoft Office, Equity Research, Crisis Management, Emerging Trends, Customer Service, Bloomberg, Microsoft Excel, Team Leadership, Financial Services, Security Analysis, Operations Management, Account Reconciliation, Marketing Strategy, Street Marketing, Cost Accounting, Analytic Thinking, Interpersonal Savvy, Trend Analysis, Cool Hunting, Futurism, Streetwear, Bloomberg Terminal, Security APL, Documentum, Counseling, Fixed Income, Economics, Facebook, VBA, Team-oriented, Asset Management, Valuation, Critical Thinking
Education
University of Massachusetts at Lowell 2008 — 2012
Business Administration, Finance & Business Management, Senior
Eaton Vance June 2013 - October 2013
State Street Bank March 2013 - June 2013
Eaton Vance Investment Managers June 2011 - August 2012
Skills
Portfolio Management, Leadership Development, Google Apps, Financial Analysis, Time Management, Investments, Management, Teamwork, Social Media Marketing, Strategic Leadership, Marketing, Investment Management, Program Management, Public Speaking, Microsoft Office, Equity Research, Crisis Management, Emerging Trends, Customer Service, Bloomberg, Microsoft Excel, Team Leadership, Financial Services, Security Analysis, Operations Management, Account Reconciliation, Marketing Strategy, Street Marketing, Cost Accounting, Analytic Thinking, Interpersonal Savvy, Trend Analysis, Cool Hunting, Futurism, Streetwear, Bloomberg Terminal, Security APL, Documentum, Counseling, Fixed Income, Economics, Facebook, VBA, Team-oriented, Asset Management, Valuation, Critical Thinking
Education
University of Massachusetts at Lowell 2008 — 2012
Business Administration, Finance & Business Management, Senior
Jackson Bennett Jackson Bennett's Eaton Vance Experience November 2014 - Present
Job Attorney at Eaton Vance
Industry Law Practice
Experience
Eaton Vance November 2014 - Present
Inslee, Best, Doezie, & Ryder, P.S. September 2013 - October 2014
Perkins Coie LLP January 2010 - September 2013
Eaton Vance January 2008 - May 2009
Parametric June 2008 - July 2008
Silver Creek Capital Management May 2007 - August 2007
Skills
Legal Writing, Proofreading, Litigation, Commercial Litigation, Mergers & Acquisitions, Securities, Document Review, Legal Issues, Securities Litigation, Legal Research, Civil Litigation, Corporate Law, Corporate Governance
Education
Suffolk University Law School 2006 — 2009
JD - cum laude
University of Washington 2001 — 2005
BA, English
Newport High School
Eaton Vance November 2014 - Present
Inslee, Best, Doezie, & Ryder, P.S. September 2013 - October 2014
Perkins Coie LLP January 2010 - September 2013
Eaton Vance January 2008 - May 2009
Parametric June 2008 - July 2008
Silver Creek Capital Management May 2007 - August 2007
Skills
Legal Writing, Proofreading, Litigation, Commercial Litigation, Mergers & Acquisitions, Securities, Document Review, Legal Issues, Securities Litigation, Legal Research, Civil Litigation, Corporate Law, Corporate Governance
Education
Suffolk University Law School 2006 — 2009
JD - cum laude
University of Washington 2001 — 2005
BA, English
Newport High School
Kelly Coyne Kelly Coyne's Eaton Vance Experience January 2012 - June 2013
Job Product Specialist at Pax Ellevate
Industry Financial Services
Experience
Pax Ellevate Management May 2014 - Present
F-Squared Investments June 2013 - May 2014
Eaton Vance January 2012 - June 2013
Skills
Social Media, Proposal Writing, Series 6, Series 63, Series 65, Financial Analysis
Education
Trinity College-Hartford
BA, Human Rights Studies; African Studies, Legal Studies
Agnes Irwin
Pax Ellevate Management May 2014 - Present
F-Squared Investments June 2013 - May 2014
Eaton Vance January 2012 - June 2013
Skills
Social Media, Proposal Writing, Series 6, Series 63, Series 65, Financial Analysis
Education
Trinity College-Hartford
BA, Human Rights Studies; African Studies, Legal Studies
Agnes Irwin
Scott Lenahan Scott Lenahan's Eaton Vance Experience January 2015 - May 2015
Job Legal Intern at Eaton Vance
Industry Legal Services
Experience
Eaton Vance January 2015 - May 2015
U.S. Securities and Exchange Commission September 2014 - December 2014
Bingham McCutchen May 2014 - July 2014
U.S. District Court for the District of Massachusetts January 2014 - May 2014
U.S. Coast Guard 2010 - 2013
U.S. Coast Guard 2008 - 2010
Education
Suffolk University Law School 2012 — 2015
U.S. Coast Guard Academy 2004 — 2008
Bachelor of Science (B.S.), Government
Eaton Vance January 2015 - May 2015
U.S. Securities and Exchange Commission September 2014 - December 2014
Bingham McCutchen May 2014 - July 2014
U.S. District Court for the District of Massachusetts January 2014 - May 2014
U.S. Coast Guard 2010 - 2013
U.S. Coast Guard 2008 - 2010
Education
Suffolk University Law School 2012 — 2015
U.S. Coast Guard Academy 2004 — 2008
Bachelor of Science (B.S.), Government
Emily Finn Emily Finn's Eaton Vance Experience January 2013 - Present
Job Real Estate Investments Accountant at Eaton Vance
Industry Accounting
Experience
Eaton Vance January 2013 - Present
Questex Media Group February 2011 - January 2013
Skills
Financial Reporting, Accounting, General Ledger, Account Reconciliation, Microsoft Excel, Invoicing, Oracle E-Business Suite
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
Masters, Accountancy
University of Denver - Daniels College of Business 2005 — 2009
Bachelors, Accounting
Universität Wien / University of Vienna 2009 — 2009
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2009 — 2009
Eaton Vance January 2013 - Present
Questex Media Group February 2011 - January 2013
Skills
Financial Reporting, Accounting, General Ledger, Account Reconciliation, Microsoft Excel, Invoicing, Oracle E-Business Suite
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
Masters, Accountancy
University of Denver - Daniels College of Business 2005 — 2009
Bachelors, Accounting
Universität Wien / University of Vienna 2009 — 2009
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2009 — 2009
Katelyn Glover Katelyn Glover's Eaton Vance Experience June 2011 - December 2013
Job Marketing Coordinator at BNBuilders
Industry Construction
Experience
BNBuilders July 2014 - Present
Eaton Vance June 2011 - December 2013
Skills
InDesign, SharePoint, Outlook, SalesPage, PowerPoint, KnowledgeVision (Video..., Excel, Company Presentations, Microsoft Excel, Program Management, Analysis, Marketing, Microsoft Word, Event Planning, Social Media, Marketing Strategy, Facebook, Salesforce.com
Education
University of Massachusetts at Lowell
BS, Business Administration
University College Dublin 2011 — 2011
Quinn School of Business
BNBuilders July 2014 - Present
Eaton Vance June 2011 - December 2013
Skills
InDesign, SharePoint, Outlook, SalesPage, PowerPoint, KnowledgeVision (Video..., Excel, Company Presentations, Microsoft Excel, Program Management, Analysis, Marketing, Microsoft Word, Event Planning, Social Media, Marketing Strategy, Facebook, Salesforce.com
Education
University of Massachusetts at Lowell
BS, Business Administration
University College Dublin 2011 — 2011
Quinn School of Business
Megan Thompson's Eaton Vance Experience July 2006 - October 2007
Job Business Development Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2015 - Present
Pegasystems January 2014 - July 2015
Pegasystems December 2012 - January 2014
Eaton Vance Distributors, Boston MA October 2007 - December 2012
Eaton Vance July 2006 - October 2007
Skills
Business Development, Wealth Management, Financial Services, Investments, Mutual Funds, Series 63, Series 7, Strategy, Management, Sales, Separately Managed..., Financial Markets, Wholesale, Customer Service, Enterprise Software, Series 6, CRM, Portfolio Management, Microsoft Excel, Business Process..., Sales Operations, Risk Management, Series 65, Series 79, Microsoft Word
Education
University of Connecticut 2002 — 2006
Bachelor of Arts (B.A.), Political Science
University of Connecticut 2002 — 2006
Bachelor of Arts (B.A.), History
University of London 2005 — 2005
Pioneer Investments July 2015 - Present
Pegasystems January 2014 - July 2015
Pegasystems December 2012 - January 2014
Eaton Vance Distributors, Boston MA October 2007 - December 2012
Eaton Vance July 2006 - October 2007
Skills
Business Development, Wealth Management, Financial Services, Investments, Mutual Funds, Series 63, Series 7, Strategy, Management, Sales, Separately Managed..., Financial Markets, Wholesale, Customer Service, Enterprise Software, Series 6, CRM, Portfolio Management, Microsoft Excel, Business Process..., Sales Operations, Risk Management, Series 65, Series 79, Microsoft Word
Education
University of Connecticut 2002 — 2006
Bachelor of Arts (B.A.), Political Science
University of Connecticut 2002 — 2006
Bachelor of Arts (B.A.), History
University of London 2005 — 2005
Daniel Flight Daniel Flight's Eaton Vance Experience October 2011 - December 2012
Job Corporate Accounting Manager at Essex Investment Management
Industry Accounting
Experience
Essex Investment Management January 2013 - Present
Eaton Vance October 2011 - December 2012
Citizens Financial Group June 2010 - September 2010
Skills
Accounting, Month End Close, General Ledger, Cash Reporting, Account Reconciliation, Accounts..., Journal Entries, Accruals, Microsoft Excel, Essbase, SAP, Peachtree, Sarbanes-Oxley, Variance Analysis, Commentary, Financial Reporting, Fixed Assets, Financial Audits, Sage FAS, Corporate Finance, Concur, Client Billing, Eagle PACE, Bank Reconciliation, P&L Analysis
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor's, Accounting Major with a Minor in Finance
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Essex Investment Management January 2013 - Present
Eaton Vance October 2011 - December 2012
Citizens Financial Group June 2010 - September 2010
Skills
Accounting, Month End Close, General Ledger, Cash Reporting, Account Reconciliation, Accounts..., Journal Entries, Accruals, Microsoft Excel, Essbase, SAP, Peachtree, Sarbanes-Oxley, Variance Analysis, Commentary, Financial Reporting, Fixed Assets, Financial Audits, Sage FAS, Corporate Finance, Concur, Client Billing, Eagle PACE, Bank Reconciliation, P&L Analysis
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor's, Accounting Major with a Minor in Finance
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Rebecca Burke Rebecca Burke's Eaton Vance Experience June 2010 - December 2013
Job Director ETF Sales at Lattice Strategies, LLC
Industry Financial Services
Experience
Lattice Strategies, LLC June 2015 - Present
F-Squared Investments December 2013 - June 2015
Eaton Vance June 2010 - December 2013
Eaton Vance Distributors April 2005 - June 2010
Putnam Investments December 2003 - April 2005
Essex Museum January 2002 - January 2003
Skills
Series 7, Series 65, Series 63, Series 6, Mutual Funds, Asset Management, Alternative Investments, Investments, Asset Allocation, Wealth Management, Fixed Income, Equities, Securities, Financial Services, Investment Strategies
Education
University of Massachusetts Lowell 1998 — 2003
Bachelor of Arts, History
Lattice Strategies, LLC June 2015 - Present
F-Squared Investments December 2013 - June 2015
Eaton Vance June 2010 - December 2013
Eaton Vance Distributors April 2005 - June 2010
Putnam Investments December 2003 - April 2005
Essex Museum January 2002 - January 2003
Skills
Series 7, Series 65, Series 63, Series 6, Mutual Funds, Asset Management, Alternative Investments, Investments, Asset Allocation, Wealth Management, Fixed Income, Equities, Securities, Financial Services, Investment Strategies
Education
University of Massachusetts Lowell 1998 — 2003
Bachelor of Arts, History
Matthew Tesone Matthew Tesone's Eaton Vance Experience August 2014 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2014 - Present
Eaton Vance June 2013 - August 2014
UBS Wealth Management May 2012 - September 2012
UBS Wealth Management June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Photoshop, Outlook, Windows
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science (B.S.), Biology
St John's Preparatory School - Danvers, MA 2005 — 2009
Eaton Vance August 2014 - Present
Eaton Vance June 2013 - August 2014
UBS Wealth Management May 2012 - September 2012
UBS Wealth Management June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Photoshop, Outlook, Windows
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science (B.S.), Biology
St John's Preparatory School - Danvers, MA 2005 — 2009
Stephen O'Loughlin Stephen O'Loughlin's Eaton Vance Experience December 2006 - June 2011
Job Stephen OLoughlin, Inc.
Industry Environmental Services
Experience
Access Consciousness August 2015 - Present
Russell Investments September 2011 - December 2011
Eaton Vance December 2006 - June 2011
Skills
Investments, Business Development, Leadership, Product Management, Asset Managment, Mutual Funds, Strategy, Series 7, Portfolio Management, Alternative Investments, Asset Management, Investment Advisory, Time Management, Investment Strategies, Asset Allocation, Strategic Planning, Thought Leadership, Business Analysis, Financial Modeling, Valuation, Securities, Risk Management, Private Equity, Fixed Income, Financial Services, Trading, Business Strategy, Hedge Funds, Investment Management, Product Marketing, Marketing, Digital Marketing, Series 63, Management, Investment Banking, Strategic Financial..., Integrated Marketing, Social Media, Relationship Management, Start-ups, Bonds, Financial Analysis, Marketing Strategy, Project Management, Capital Markets, Equities, Wealth Management
Education
The University of Connecticut School of Business 1991 — 2004
Bachelors of Science, Marketing
Ridgefield High School 1986 — 1989
Access Consciousness August 2015 - Present
Russell Investments September 2011 - December 2011
Eaton Vance December 2006 - June 2011
Skills
Investments, Business Development, Leadership, Product Management, Asset Managment, Mutual Funds, Strategy, Series 7, Portfolio Management, Alternative Investments, Asset Management, Investment Advisory, Time Management, Investment Strategies, Asset Allocation, Strategic Planning, Thought Leadership, Business Analysis, Financial Modeling, Valuation, Securities, Risk Management, Private Equity, Fixed Income, Financial Services, Trading, Business Strategy, Hedge Funds, Investment Management, Product Marketing, Marketing, Digital Marketing, Series 63, Management, Investment Banking, Strategic Financial..., Integrated Marketing, Social Media, Relationship Management, Start-ups, Bonds, Financial Analysis, Marketing Strategy, Project Management, Capital Markets, Equities, Wealth Management
Education
The University of Connecticut School of Business 1991 — 2004
Bachelors of Science, Marketing
Ridgefield High School 1986 — 1989
Dan Hurley Dan Hurley's Eaton Vance Experience May 2011 - August 2011
Job Trader at Apex Capital Holdings, LLC
Industry Financial Services
Experience
Apex Capital Holdings, LLC June 2012 - Present
University at Albany School of Business Investment Group October 2010 - May 2012
Eaton Vance May 2011 - August 2011
The Ayco Company, L.P. May 2010 - May 2011
Education
State University of New York at Albany 2008 — 2012
B.S. Business Administration + B.S. Economics, Financial Analysis Honors, 3.82
Apex Capital Holdings, LLC June 2012 - Present
University at Albany School of Business Investment Group October 2010 - May 2012
Eaton Vance May 2011 - August 2011
The Ayco Company, L.P. May 2010 - May 2011
Education
State University of New York at Albany 2008 — 2012
B.S. Business Administration + B.S. Economics, Financial Analysis Honors, 3.82
Deepti Patel Deepti Patel's Eaton Vance Experience December 2009 - February 2010
Job Senior Market Data Analyst
Industry Financial Services
Experience
Loomis Sayles April 2011 - Present
Fidelity Investments February 2010 - January 2011
Eaton Vance December 2009 - February 2010
Fidelity Investments July 2005 - September 2008
Fidelity Investments February 2004 - July 2005
Town of Pepperell June 2003 - February 2004
Education
University of Massachusetts at Lowell 1999 — 2003
Bachelor of Science (BS), Management Information Systems and Finance
Loomis Sayles April 2011 - Present
Fidelity Investments February 2010 - January 2011
Eaton Vance December 2009 - February 2010
Fidelity Investments July 2005 - September 2008
Fidelity Investments February 2004 - July 2005
Town of Pepperell June 2003 - February 2004
Education
University of Massachusetts at Lowell 1999 — 2003
Bachelor of Science (BS), Management Information Systems and Finance
Lindsay Singer, CFP®'s Eaton Vance Experience April 2010 - June 2011
Job Relationship Management Associate at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC June 2011 - Present
Eaton Vance April 2010 - June 2011
Moms Best Friend Agency September 2009 - April 2010
Morgan Stanley September 2008 - May 2009
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BA, Economics
CERTIFIED FINANCIAL PLANNER™ 2013 — 2013
Amherst Regional High School 2000 — 2005
Crestwood Advisors LLC June 2011 - Present
Eaton Vance April 2010 - June 2011
Moms Best Friend Agency September 2009 - April 2010
Morgan Stanley September 2008 - May 2009
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BA, Economics
CERTIFIED FINANCIAL PLANNER™ 2013 — 2013
Amherst Regional High School 2000 — 2005
Jake McDougall Jake McDougall's Eaton Vance Experience June 2014 - August 2014
Job Mutual Fund Services Representative at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2014 - August 2014
Loomis, Sayles & Company June 2013 - August 2013
Skills
Mutual Funds, Microsoft Office, Leadership, Public Speaking, Financial Analysis, Presentations, Fixed Income, Asset Management, Equities, Investments, Portfolio Management, Bloomberg
Education
Boston College - Wallace E. Carroll School of Management 2011 — 2015
BS in Management, Concentrations in Finance and Marketing, History Minor
University College Cork 2014 — 2014
Semester Abroad, Focus on Irish History
Eaton Vance June 2014 - August 2014
Loomis, Sayles & Company June 2013 - August 2013
Skills
Mutual Funds, Microsoft Office, Leadership, Public Speaking, Financial Analysis, Presentations, Fixed Income, Asset Management, Equities, Investments, Portfolio Management, Bloomberg
Education
Boston College - Wallace E. Carroll School of Management 2011 — 2015
BS in Management, Concentrations in Finance and Marketing, History Minor
University College Cork 2014 — 2014
Semester Abroad, Focus on Irish History
Becky Moles Becky Moles's Eaton Vance Experience October 2013 - Present
Job Digital Content Manager, AVP, Eaton Vance
Industry Investment Management
Experience
Eaton Vance October 2013 - Present
Eaton Vance August 2011 - October 2013
Sovereign Bank October 2009 - August 2011
Sovereign Bank March 2008 - October 2009
The Herald News July 2002 - March 2008
Skills
Web Content, Social Media Marketing, Photoshop, Vendor Management, Social Media, Financial Services, Microsoft Office, Training
Education
University of Massachusetts Dartmouth 1997 — 2001
BFA, Visual Design
Eaton Vance October 2013 - Present
Eaton Vance August 2011 - October 2013
Sovereign Bank October 2009 - August 2011
Sovereign Bank March 2008 - October 2009
The Herald News July 2002 - March 2008
Skills
Web Content, Social Media Marketing, Photoshop, Vendor Management, Social Media, Financial Services, Microsoft Office, Training
Education
University of Massachusetts Dartmouth 1997 — 2001
BFA, Visual Design
Marshall Dodge, CRPC ® Marshall Dodge, CRPC ®'s Eaton Vance Experience September 2004 - September 2006
Job Relationship Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2013 - Present
John Hancock Retirement Plan Services July 2010 - April 2013
John Hancock Retirement Plan Services January 2009 - July 2010
John Hancock Mutual Funds September 2006 - December 2008
Eaton Vance September 2004 - September 2006
Skills
Series 63, Mutual Funds, Series 7, 401k, Asset Allocation, Investments, Retirement, Retirement Planning, Sales, Series 6, Relationship Management, Wealth Management, Financial Services
Education
University of Denver - Daniels College of Business 1998 — 2002
John Hancock Retirement Plan Services April 2013 - Present
John Hancock Retirement Plan Services July 2010 - April 2013
John Hancock Retirement Plan Services January 2009 - July 2010
John Hancock Mutual Funds September 2006 - December 2008
Eaton Vance September 2004 - September 2006
Skills
Series 63, Mutual Funds, Series 7, 401k, Asset Allocation, Investments, Retirement, Retirement Planning, Sales, Series 6, Relationship Management, Wealth Management, Financial Services
Education
University of Denver - Daniels College of Business 1998 — 2002
Jerry Catt Jerry Catt's Eaton Vance Experience March 2015 - Present
Job Software Contractor at Eaton Vance
Industry Computer Software
Experience
Eaton Vance March 2015 - Present
Ivy Brambles Hand Dyed Yarns December 2007 - Present
CYDJ Designs, Inc. May 2006 - Present
Agfa February 2007 - 2008
Magicomm 2006 - 2007
Wrightsoft Corporation 2003 - 2006
GG Consulting 2002 - 2003
Agfa Graphics 1996 - 2002
Boston Technology April 1995 - May 1996
Xionics Document Technologies 1992 - 1995
Skills
XML, JavaScript, C#, Microsoft SQL Server, PHP, SQL, E-commerce, HTML, Object Oriented Design, AJAX, C++, Product Management, SEO, Strategy, ASP, Linux, Digital Printing
Education
University of Bristol 1980 — 1983
Bachelor of Science (BSc), Computer Science
Bridgemary 1972 — 1979
Bridgemary Comprehensive 1972 — 1979
Eaton Vance March 2015 - Present
Ivy Brambles Hand Dyed Yarns December 2007 - Present
CYDJ Designs, Inc. May 2006 - Present
Agfa February 2007 - 2008
Magicomm 2006 - 2007
Wrightsoft Corporation 2003 - 2006
GG Consulting 2002 - 2003
Agfa Graphics 1996 - 2002
Boston Technology April 1995 - May 1996
Xionics Document Technologies 1992 - 1995
Skills
XML, JavaScript, C#, Microsoft SQL Server, PHP, SQL, E-commerce, HTML, Object Oriented Design, AJAX, C++, Product Management, SEO, Strategy, ASP, Linux, Digital Printing
Education
University of Bristol 1980 — 1983
Bachelor of Science (BSc), Computer Science
Bridgemary 1972 — 1979
Bridgemary Comprehensive 1972 — 1979
Samantha Denette's Eaton Vance Experience May 2012 - November 2013
Job Boston Community Manager at Life is good
Industry Consumer Goods
Experience
Life is good November 2013 - Present
Granby Public Schools December 2007 - Present
Eaton Vance May 2012 - November 2013
Dark Horse Capital Partners July 2011 - May 2012
Boston Common Coffee Company March 2011 - March 2012
Skills
Social Media, Cision, PowerPoint, Microsoft Excel, Photoshop, Microsoft Word, Outlook, Facebook, Blogging, Editing, Social Media Marketing, Social Networking, Wordpress, Event Planning, Microsoft Office, Journalism, Public Relations, Ap Style, Research, Non-profits, Management, Proofreading, Teaching, Fundraising, Marketing Communications, Customer Service, Public Speaking, Event Management, Leadership, InDesign, Community Outreach
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of the Arts, Journalism, Sociology
Scuola Lorenzo de’ Medici - Rome 2009 — 2009
Granby High School 2002 — 2007
Life is good November 2013 - Present
Granby Public Schools December 2007 - Present
Eaton Vance May 2012 - November 2013
Dark Horse Capital Partners July 2011 - May 2012
Boston Common Coffee Company March 2011 - March 2012
Skills
Social Media, Cision, PowerPoint, Microsoft Excel, Photoshop, Microsoft Word, Outlook, Facebook, Blogging, Editing, Social Media Marketing, Social Networking, Wordpress, Event Planning, Microsoft Office, Journalism, Public Relations, Ap Style, Research, Non-profits, Management, Proofreading, Teaching, Fundraising, Marketing Communications, Customer Service, Public Speaking, Event Management, Leadership, InDesign, Community Outreach
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of the Arts, Journalism, Sociology
Scuola Lorenzo de’ Medici - Rome 2009 — 2009
Granby High School 2002 — 2007
Dan Kutner Dan Kutner's Eaton Vance Experience June 2013 - May 2014
Job Regional Sales at Windham Capital Management
Industry Investment Management
Experience
Windham Capital Management May 2014 - Present
Eaton Vance June 2013 - May 2014
Eaton Vance November 2012 - June 2013
Eaton Vance July 2011 - November 2012
BigBelly Solar June 2010 - August 2010
Skills
Mutual Funds, Microsoft Excel, Alternative Investments, Series 63, Fixed Income, Investments, Asset Allocation, Bloomberg, Series 6, Series 7, Economics, ETFs, Global Tactical Asset...
Education
Union College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Windham Capital Management May 2014 - Present
Eaton Vance June 2013 - May 2014
Eaton Vance November 2012 - June 2013
Eaton Vance July 2011 - November 2012
BigBelly Solar June 2010 - August 2010
Skills
Mutual Funds, Microsoft Excel, Alternative Investments, Series 63, Fixed Income, Investments, Asset Allocation, Bloomberg, Series 6, Series 7, Economics, ETFs, Global Tactical Asset...
Education
Union College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Joe Yasinski Joe Yasinski's Eaton Vance Experience June 2004 - August 2011
Job Managing Director at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management August 2013 - Present
Gold Bullion International August 2011 - July 2013
Gold Bullion International August 2011 - July 2013
Eaton Vance June 2004 - August 2011
Salomon Brothers Asset Management June 2000 - June 2004
Skills
Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Asset Managment, Investments, Equities, Portfolio Management, Investment Strategies, Fixed Income, Series 7, Separately Managed..., Capital Markets, Series 63, Series 65, Investment Advisory, Derivatives, Strategic Financial..., ETFs, Commodity, Precious Metals, Beekeeping, Asset Management, Financial Advisory, Series 24, Options, Investment Management, Bloomberg, Financial Markets, Securities, Private Equity, Trading, Bonds, Equity Research, Financial Services, FINRA
Education
University of Arizona 1992 — 1997
BS, Finance
Babson Capital Management August 2013 - Present
Gold Bullion International August 2011 - July 2013
Gold Bullion International August 2011 - July 2013
Eaton Vance June 2004 - August 2011
Salomon Brothers Asset Management June 2000 - June 2004
Skills
Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Asset Managment, Investments, Equities, Portfolio Management, Investment Strategies, Fixed Income, Series 7, Separately Managed..., Capital Markets, Series 63, Series 65, Investment Advisory, Derivatives, Strategic Financial..., ETFs, Commodity, Precious Metals, Beekeeping, Asset Management, Financial Advisory, Series 24, Options, Investment Management, Bloomberg, Financial Markets, Securities, Private Equity, Trading, Bonds, Equity Research, Financial Services, FINRA
Education
University of Arizona 1992 — 1997
BS, Finance
Sari Kessler Sari Kessler's Eaton Vance Experience October 2011 - June 2013
Job Compliance Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2013 - Present
Eaton Vance October 2011 - June 2013
LPL Financial December 2008 - February 2011
LPL Financial June 2007 - August 2008
LPL Financial January 2006 - June 2007
LPL Financial November 2005 - January 2006
Morgan Stanley January 2004 - September 2005
Education
The George Washington University 2001 — 2005
Bachelors, Accounting
Wellington Management June 2013 - Present
Eaton Vance October 2011 - June 2013
LPL Financial December 2008 - February 2011
LPL Financial June 2007 - August 2008
LPL Financial January 2006 - June 2007
LPL Financial November 2005 - January 2006
Morgan Stanley January 2004 - September 2005
Education
The George Washington University 2001 — 2005
Bachelors, Accounting
Elizabeth Conrad's Eaton Vance Experience January 2012 - July 2013
Job Client Associate at J.P. Morgan Securities LLC
Industry Investment Management
Experience
J.P. Morgan July 2013 - Present
Eaton Vance January 2012 - July 2013
Marine Corps Systems Command June 2010 - February 2011
First Peoples Worldwide Inc. August 2009 - September 2010
Skills
Spanish, Program Management, Series 6, Series 63, Series 7, Data Analysis, Management, SPSS, Mutual Funds, Market Research, Economics
Education
University of Mary Washington 2007 — 2011
B.S., Economics
Oliver Ames High School
Universidad de Deusto
International Relations; Business, and Spanish Language Program
J.P. Morgan July 2013 - Present
Eaton Vance January 2012 - July 2013
Marine Corps Systems Command June 2010 - February 2011
First Peoples Worldwide Inc. August 2009 - September 2010
Skills
Spanish, Program Management, Series 6, Series 63, Series 7, Data Analysis, Management, SPSS, Mutual Funds, Market Research, Economics
Education
University of Mary Washington 2007 — 2011
B.S., Economics
Oliver Ames High School
Universidad de Deusto
International Relations; Business, and Spanish Language Program
Elizabeth Zuik Lavoie, CFA's Eaton Vance Experience July 2004 - February 2007
Job Investment Advisor & Portfolio Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management February 2007 - Present
Eaton Vance July 2004 - February 2007
Deutsche Asset Management, Scudder Private Investment Counsel August 2001 - July 2003
Skills
Alternative Investments, Portfolio Management, Investments, Risk Management, Financial Advisory, Due Diligence, Trading
Education
Tulane University - A.B. Freeman School of Business 1996 — 2000
BSM, Finance
PNC Wealth Management February 2007 - Present
Eaton Vance July 2004 - February 2007
Deutsche Asset Management, Scudder Private Investment Counsel August 2001 - July 2003
Skills
Alternative Investments, Portfolio Management, Investments, Risk Management, Financial Advisory, Due Diligence, Trading
Education
Tulane University - A.B. Freeman School of Business 1996 — 2000
BSM, Finance
Charles Valverde Charles Valverde's Eaton Vance Experience 2009 - Present
Job MITSDesktop Support Analyst at US Treasury Depatment
Industry Information Services
Experience
US Treasury Department September 2009 - Present
US Treasury Depatment September 2009 - Present
John Hancock 2009 - Present
Eaton Vance 2009 - Present
Massport Authority June 2009 - September 2009
L-com February 2008 - May 2008
Skills
Hardware, Troubleshooting, Technical Support, VMware, XP, Laptops, Management, Windows, Software Installation, Operating Systems, Active Directory, Microsoft Office, Networking, Testing, TCP/IP, Software Documentation, Servers, Storage, System Deployment, Windows Server, Windows 7, Help Desk Support, SharePoint, VPN, Windows XP, Citrix, Visio, Virtualization, Disaster Recovery
Education
University of Massachusetts Boston
BA, Chemistry
US Treasury Department September 2009 - Present
US Treasury Depatment September 2009 - Present
John Hancock 2009 - Present
Eaton Vance 2009 - Present
Massport Authority June 2009 - September 2009
L-com February 2008 - May 2008
Skills
Hardware, Troubleshooting, Technical Support, VMware, XP, Laptops, Management, Windows, Software Installation, Operating Systems, Active Directory, Microsoft Office, Networking, Testing, TCP/IP, Software Documentation, Servers, Storage, System Deployment, Windows Server, Windows 7, Help Desk Support, SharePoint, VPN, Windows XP, Citrix, Visio, Virtualization, Disaster Recovery
Education
University of Massachusetts Boston
BA, Chemistry
Suzanne Hingel Suzanne Hingel's Eaton Vance Experience September 2011 - Present
Job Vice President at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2011 - Present
AWG September 2009 - September 2011
ING Investment Management December 2008 - March 2010
Old Mutual January 2006 - October 2008
Old Mutual Capital 2006 - 2008
Skills
Retirement Planning, Investment Management, ETFs, Financial Services, Strategic Financial..., Bloomberg, Retirement, Separately Managed..., Capital Markets, Series 24, Financial Modeling, Bonds, Private Equity, Financial Analysis, Financial Advisory
Education
Texas Christian University 1989 — 1993
BBA, Marketing
Eaton Vance September 2011 - Present
AWG September 2009 - September 2011
ING Investment Management December 2008 - March 2010
Old Mutual January 2006 - October 2008
Old Mutual Capital 2006 - 2008
Skills
Retirement Planning, Investment Management, ETFs, Financial Services, Strategic Financial..., Bloomberg, Retirement, Separately Managed..., Capital Markets, Series 24, Financial Modeling, Bonds, Private Equity, Financial Analysis, Financial Advisory
Education
Texas Christian University 1989 — 1993
BBA, Marketing
Brian Austin, CRPC®, AAMS® Brian Austin, CRPC®, AAMS®'s Eaton Vance Experience August 2015 - Present
Job Vice President, Regional Sales Representative
Industry Financial Services
Experience
Eaton Vance August 2015 - Present
OppenheimerFunds March 2011 - August 2015
OppenheimerFunds October 2008 - March 2011
OppenheimerFunds October 2006 - October 2008
Smith Barney October 2005 - October 2006
Edward Jones December 2001 - October 2005
LifePics November 1999 - October 2001
Mike's Camera May 1994 - November 1999
Skills
Financial Advisory, Mutual Funds, Leadership, Finance, Sales, Separately Managed..., Retirement Planning, Asset Allocation, Portfolio Management, Investments, Negotiation, 401k, Public Speaking, Retirement, Asset Management, Wealth Management, Writing skills
Education
University of Colorado Boulder 1991 — 1995
BS, Business Administration
Estes Park High School 1988 — 1991
Eaton Vance August 2015 - Present
OppenheimerFunds March 2011 - August 2015
OppenheimerFunds October 2008 - March 2011
OppenheimerFunds October 2006 - October 2008
Smith Barney October 2005 - October 2006
Edward Jones December 2001 - October 2005
LifePics November 1999 - October 2001
Mike's Camera May 1994 - November 1999
Skills
Financial Advisory, Mutual Funds, Leadership, Finance, Sales, Separately Managed..., Retirement Planning, Asset Allocation, Portfolio Management, Investments, Negotiation, 401k, Public Speaking, Retirement, Asset Management, Wealth Management, Writing skills
Education
University of Colorado Boulder 1991 — 1995
BS, Business Administration
Estes Park High School 1988 — 1991
Rob Pellow Rob Pellow's Eaton Vance Experience October 2014 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance October 2014 - Present
Eaton Vance January 2014 - September 2014
J.P. Morgan June 2013 - January 2014
Bluff Point Associates June 2012 - August 2012
Erik Nates Euro Hockey School May 2009 - August 2011
Skills
Leadership, Marketing, Coaching, Analysis, Research, New Business Development, PowerPoint, Management, Salesforce.com, Investments, Training, Microsoft Excel, Bloomberg
Education
University of Delaware 2009 — 2013
Bachelor of Science (BS), Finance
Iona Preparatory 2005 — 2009
High School
Eaton Vance October 2014 - Present
Eaton Vance January 2014 - September 2014
J.P. Morgan June 2013 - January 2014
Bluff Point Associates June 2012 - August 2012
Erik Nates Euro Hockey School May 2009 - August 2011
Skills
Leadership, Marketing, Coaching, Analysis, Research, New Business Development, PowerPoint, Management, Salesforce.com, Investments, Training, Microsoft Excel, Bloomberg
Education
University of Delaware 2009 — 2013
Bachelor of Science (BS), Finance
Iona Preparatory 2005 — 2009
High School
Morgynn Haggett, CFA Morgynn Haggett, CFA's Eaton Vance Experience May 2008 - May 2011
Job Municipal Bond Trader at BNY Mellon
Industry Investment Management
Experience
BNY Mellon 2011 - Present
Eaton Vance May 2008 - May 2011
Eaton Vance May 2007 - September 2008
Boston Trust & Investment Management Company September 2004 - May 2007
Skills
Fixed Income, Bloomberg, Mutual Funds, Investments, Bonds, Asset Managment, Portfolio Management, Municipal Bonds, Asset Allocation, Trading
Education
Suffolk University - Sawyer Business School 2006 — 2010
Masters of Science in Finance, Finance
University of New Hampshire - The Whittemore School of Business 2000 — 2004
a Bachelors of Science, and Economics; Business Administration; an option in Finance
BNY Mellon 2011 - Present
Eaton Vance May 2008 - May 2011
Eaton Vance May 2007 - September 2008
Boston Trust & Investment Management Company September 2004 - May 2007
Skills
Fixed Income, Bloomberg, Mutual Funds, Investments, Bonds, Asset Managment, Portfolio Management, Municipal Bonds, Asset Allocation, Trading
Education
Suffolk University - Sawyer Business School 2006 — 2010
Masters of Science in Finance, Finance
University of New Hampshire - The Whittemore School of Business 2000 — 2004
a Bachelors of Science, and Economics; Business Administration; an option in Finance
Dmitriy Lee Dmitriy Lee's Eaton Vance Experience April 2011 - July 2013
Job Data Architect at Pleeco, Inc.
Industry Computer Software
Experience
Pleeco, Inc. October 2013 - Present
Fish & Richardson P.C. September 2013 - March 2014
Eaton Vance April 2011 - July 2013
Wellington Management April 2010 - April 2011
Citizens Bank February 2009 - August 2010
Fidelity Investments, Strategic Advisers July 2006 - December 2008
Boston Stock Exchange August 2003 - July 2006
Ibis Consulting January 2004 - December 2005
Boston Stock Exchange May 2002 - August 2003
NORAD (North Atlantic Distribution) December 2001 - May 2002
Skills
Data Warehousing, SSIS, ETL, Data Modeling, Database Design, T-SQL, Data Integration, Microsoft SQL Server, Data Migration, PL/SQL, Erwin, Business Intelligence, Performance Tuning, Database Triggers, ER/Studio, Stored Procedures, PowerDesigner, Oracle, Data Architecture, Dimensional Modeling, SDLC, SQL, SQL Tuning, ASP.NET, Enterprise Architecture, Master Data Management, Business Requirements, SSRS, Data Warehouse..., Relational Databases, Software Development, Requirements Gathering, Eagle PACE, Software Engineering, Web Services, C#, Business Analysis, Data Governance, Normalization, RDBMS, OLTP, OLAP, Reporting & Analysis, Databases, Informatica, Cassandra, SOA, RDF, OWL, Software Project...
Education
Tomsk State University 1989 — 1995
Master of Science, Physics
Pleeco, Inc. October 2013 - Present
Fish & Richardson P.C. September 2013 - March 2014
Eaton Vance April 2011 - July 2013
Wellington Management April 2010 - April 2011
Citizens Bank February 2009 - August 2010
Fidelity Investments, Strategic Advisers July 2006 - December 2008
Boston Stock Exchange August 2003 - July 2006
Ibis Consulting January 2004 - December 2005
Boston Stock Exchange May 2002 - August 2003
NORAD (North Atlantic Distribution) December 2001 - May 2002
Skills
Data Warehousing, SSIS, ETL, Data Modeling, Database Design, T-SQL, Data Integration, Microsoft SQL Server, Data Migration, PL/SQL, Erwin, Business Intelligence, Performance Tuning, Database Triggers, ER/Studio, Stored Procedures, PowerDesigner, Oracle, Data Architecture, Dimensional Modeling, SDLC, SQL, SQL Tuning, ASP.NET, Enterprise Architecture, Master Data Management, Business Requirements, SSRS, Data Warehouse..., Relational Databases, Software Development, Requirements Gathering, Eagle PACE, Software Engineering, Web Services, C#, Business Analysis, Data Governance, Normalization, RDBMS, OLTP, OLAP, Reporting & Analysis, Databases, Informatica, Cassandra, SOA, RDF, OWL, Software Project...
Education
Tomsk State University 1989 — 1995
Master of Science, Physics
Lindsay DiBenedetto Lindsay DiBenedetto's Eaton Vance Experience June 2015 - Present
Job Intern at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2015 - Present
Junction Investors LTD June 2013 - September 2014
St. Joseph's School August 2014 - August 2014
Skills
Research, Analysis, Economics, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Market Research, Facebook
Education
Villanova University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Università Cattolica del Sacro Cuore 2014 — 2014
Business
Wakefield Memorial High School 2008 — 2012
Eaton Vance June 2015 - Present
Junction Investors LTD June 2013 - September 2014
St. Joseph's School August 2014 - August 2014
Skills
Research, Analysis, Economics, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Market Research, Facebook
Education
Villanova University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Università Cattolica del Sacro Cuore 2014 — 2014
Business
Wakefield Memorial High School 2008 — 2012
Blaise Liederbach's Eaton Vance Experience August 2013 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2013 - Present
Eaton Vance June 2012 - July 2013
Chemsafe International June 2011 - August 2011
Aileron May 2010 - December 2010
Brown & Brown May 2009 - August 2009
Bertakis Development Inc. May 2008 - August 2008
CUTCO Cutlery May 2008 - August 2008
Skills
Series 7, Mutual Funds, Investment Sales, Series 66, Great work ethic, Excellent communication..., Stong leadership..., Sales Operations, Business Development, Financial Analysis, Leadership, Uniform Combined State..., Time Management
Education
University of Dayton 2008 — 2012
Bachelor of Business Administration, Finance
Grosse Pointe South 2004 — 2008
Eaton Vance August 2013 - Present
Eaton Vance June 2012 - July 2013
Chemsafe International June 2011 - August 2011
Aileron May 2010 - December 2010
Brown & Brown May 2009 - August 2009
Bertakis Development Inc. May 2008 - August 2008
CUTCO Cutlery May 2008 - August 2008
Skills
Series 7, Mutual Funds, Investment Sales, Series 66, Great work ethic, Excellent communication..., Stong leadership..., Sales Operations, Business Development, Financial Analysis, Leadership, Uniform Combined State..., Time Management
Education
University of Dayton 2008 — 2012
Bachelor of Business Administration, Finance
Grosse Pointe South 2004 — 2008
Vicky Lou Vicky Lou's Eaton Vance Experience June 2011 - December 2011
Job Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Wells Fargo June 2012 - June 2015
Eaton Vance June 2011 - December 2011
Education
Wellesley College 2008 — 2012
BA, Economics
London School of Economics and Political Science 2010 — 2011
General Course Study Abroad Program, Economics
Yonsei University 2012 — 2012
Westlake High School 2004 — 2008
High School
Wells Fargo July 2015 - Present
Wells Fargo June 2012 - June 2015
Eaton Vance June 2011 - December 2011
Education
Wellesley College 2008 — 2012
BA, Economics
London School of Economics and Political Science 2010 — 2011
General Course Study Abroad Program, Economics
Yonsei University 2012 — 2012
Westlake High School 2004 — 2008
High School
Ian O'Shea Ian O'Shea's Eaton Vance Experience March 2011 - January 2012
Job Financial Services
Industry Investment Management
Experience
Columbia Threadneedle Investments, US August 2015 - Present
MFS Investment Management August 2013 - August 2015
ALKU Technologies a Division of The Start Group January 2012 - August 2013
Eaton Vance March 2011 - January 2012
Skills
Access, Finance, Sales, Cold Calling, Microsoft Excel, PowerPoint, Excel, Healthy Lifestyles, Economics, Statistics, Word, Corporate Finance, Personal Finance, Nutrition, Management, Microsoft Word, Customer Service, Investments, Financial Services, Time Management
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Columbia Threadneedle Investments, US August 2015 - Present
MFS Investment Management August 2013 - August 2015
ALKU Technologies a Division of The Start Group January 2012 - August 2013
Eaton Vance March 2011 - January 2012
Skills
Access, Finance, Sales, Cold Calling, Microsoft Excel, PowerPoint, Excel, Healthy Lifestyles, Economics, Statistics, Word, Corporate Finance, Personal Finance, Nutrition, Management, Microsoft Word, Customer Service, Investments, Financial Services, Time Management
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Chris Powers, CFA's Eaton Vance Experience January 2012 - August 2013
Job Vice President at RBC Global Asset Management (US)
Industry Financial Services
Experience
RBC Global Asset Management (US September 2013 - Present
Eaton Vance January 2012 - August 2013
Eaton Vance May 2011 - December 2011
KHL Medvescak Zagreb July 2009 - May 2011
Skills
Series 7, Mutual Funds, Alternative Investments, Series 79 Investment..., Separately Managed..., Series 66, Series 3, Fixed Income, Asset Allocation, Hedge Funds, Asset Management, Portfolio Management
Education
Trinity College-Hartford 2005 — 2009
Bachelors of Science, Economics
Northfield Mount Hermon Prep School 2003 — 2005
Tuck Business Bridge Program (Dartmouth College)
RBC Global Asset Management (US September 2013 - Present
Eaton Vance January 2012 - August 2013
Eaton Vance May 2011 - December 2011
KHL Medvescak Zagreb July 2009 - May 2011
Skills
Series 7, Mutual Funds, Alternative Investments, Series 79 Investment..., Separately Managed..., Series 66, Series 3, Fixed Income, Asset Allocation, Hedge Funds, Asset Management, Portfolio Management
Education
Trinity College-Hartford 2005 — 2009
Bachelors of Science, Economics
Northfield Mount Hermon Prep School 2003 — 2005
Tuck Business Bridge Program (Dartmouth College)
Carmen Boscia Carmen Boscia's Eaton Vance Experience July 2015 - Present
Job Portfolio Associate, Eaton Vance
Industry Financial Services
Experience
Eaton Vance July 2015 - Present
U.S. Trust June 2013 - Present
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Public Speaking, Data Analysis
Education
Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), Sociology
Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), Italian Studies
Università di Bologna / University of Bologna 2011 — 2011
Psychology
St. George's School 2005 — 2009
Eaton Vance July 2015 - Present
U.S. Trust June 2013 - Present
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Public Speaking, Data Analysis
Education
Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), Sociology
Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), Italian Studies
Università di Bologna / University of Bologna 2011 — 2011
Psychology
St. George's School 2005 — 2009
Sarah Whitaker Sarah Whitaker's Eaton Vance Experience June 2012 - July 2012
Job Investment Banking Analyst
Industry Financial Services
Experience
Piper Jaffray July 2014 - Present
Piper Jaffray June 2013 - August 2013
Babson Math Resource Center January 2012 - January 2013
Eaton Vance June 2012 - July 2012
Education
Babson College 2010 — 2014
Bachelor's of Science in Business Adminstration
London School of Economics and Political Science 2012 — 2012
International Business
St. Paul Academy and Summit School 2006 — 2010
High School Diploma
Piper Jaffray July 2014 - Present
Piper Jaffray June 2013 - August 2013
Babson Math Resource Center January 2012 - January 2013
Eaton Vance June 2012 - July 2012
Education
Babson College 2010 — 2014
Bachelor's of Science in Business Adminstration
London School of Economics and Political Science 2012 — 2012
International Business
St. Paul Academy and Summit School 2006 — 2010
High School Diploma
Haley Gould's Eaton Vance Experience June 2014 - Present
Job Client & Consumer Services Intern at C Space
Industry Market Research
Experience
C Space June 2015 - Present
ENERGYbits January 2015 - Present
Eaton Vance June 2014 - Present
HubSpot June 2013 - August 2013
Hollister Staffing December 2012 - January 2013
Babe Boutique June 2011 - December 2011
Skills
Microsoft Word, Microsoft Office, Salesforce.com, Marketing, PowerPoint, Microsoft Excel, Social Media, Facebook, Research, Public Speaking, Event Planning, Customer Service, Photoshop, Teamwork, Social Networking, Time Management, Public Relations, Social Media Marketing, Editing, InDesign, Leadership, Spanish
Education
Union College
Governor's Academy 2007 — 2011
High School
C Space June 2015 - Present
ENERGYbits January 2015 - Present
Eaton Vance June 2014 - Present
HubSpot June 2013 - August 2013
Hollister Staffing December 2012 - January 2013
Babe Boutique June 2011 - December 2011
Skills
Microsoft Word, Microsoft Office, Salesforce.com, Marketing, PowerPoint, Microsoft Excel, Social Media, Facebook, Research, Public Speaking, Event Planning, Customer Service, Photoshop, Teamwork, Social Networking, Time Management, Public Relations, Social Media Marketing, Editing, InDesign, Leadership, Spanish
Education
Union College
Governor's Academy 2007 — 2011
High School
William Karim William Karim's Eaton Vance Experience November 2002 - June 2004
Job Attorney at Keurig Green Mountain
Industry Law Practice
Experience
Green Mountain Coffee Roasters January 2013 - Present
Proskauer Rose LLP May 2010 - December 2012
Mayer Brown LLP September 2007 - April 2010
Eaton Vance November 2002 - June 2004
Skills
Private Equity, Corporate Law, Corporate Governance, Legal Writing, Contract Negotiation, Mergers
Education
The Ohio State University Moritz College of Law 2004 — 2007
J.D., Law, Cum laude
Trinity College-Hartford 1998 — 2002
BA, Political Science and Government, With honors
Green Mountain Coffee Roasters January 2013 - Present
Proskauer Rose LLP May 2010 - December 2012
Mayer Brown LLP September 2007 - April 2010
Eaton Vance November 2002 - June 2004
Skills
Private Equity, Corporate Law, Corporate Governance, Legal Writing, Contract Negotiation, Mergers
Education
The Ohio State University Moritz College of Law 2004 — 2007
J.D., Law, Cum laude
Trinity College-Hartford 1998 — 2002
BA, Political Science and Government, With honors
Brad Murphy, CIMA® Brad Murphy, CIMA®'s Eaton Vance Experience April 2009 - December 2009
Job Regional Sales Director, New England at Morningstar Investment Services
Industry Investment Management
Experience
Morningstar Investment Services, Inc. January 2010 - Present
Eaton Vance April 2009 - December 2009
Eaton Vance February 2008 - March 2009
Eaton Vance October 2004 - January 2008
Fidelity Investments December 2002 - October 2004
Skills
Series 7
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Morningstar Investment Services, Inc. January 2010 - Present
Eaton Vance April 2009 - December 2009
Eaton Vance February 2008 - March 2009
Eaton Vance October 2004 - January 2008
Fidelity Investments December 2002 - October 2004
Skills
Series 7
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Dana L. Christensen Dana L. Christensen's Eaton Vance Experience 1996 - 2004
Job Sales Executive
Industry Financial Services
Experience
BNY Mellon Asset Servicing (Previously PNC Global Investment Servicing) 2004 - 2011
Eaton Vance 1996 - 2004
Skills
Financial Services, Mutual Funds, Key Account Management, Sales, New Business Development, Business Strategy, Marketing, Investments, SaaS, Compliance, Client Retention, Contract Negotiation, Solution Selling, Product Demonstration, Social Media Marketing, Mutual Fund Distribution, CRM, Relationship Management, Leadership, Product Management, Selling, Account Management
Education
Suffolk University - Sawyer School of Management 2001 — 2003
MBA, Executive MBA Program
University of Vermont 1990 — 1994
B.A.
Kimball Union Academy 1986 — 1990
BNY Mellon Asset Servicing (Previously PNC Global Investment Servicing) 2004 - 2011
Eaton Vance 1996 - 2004
Skills
Financial Services, Mutual Funds, Key Account Management, Sales, New Business Development, Business Strategy, Marketing, Investments, SaaS, Compliance, Client Retention, Contract Negotiation, Solution Selling, Product Demonstration, Social Media Marketing, Mutual Fund Distribution, CRM, Relationship Management, Leadership, Product Management, Selling, Account Management
Education
Suffolk University - Sawyer School of Management 2001 — 2003
MBA, Executive MBA Program
University of Vermont 1990 — 1994
B.A.
Kimball Union Academy 1986 — 1990
Emily Crandall's Eaton Vance Experience June 2015 - Present
Job Portfolio Administrator at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2015 - Present
Eaton Vance June 2014 - June 2015
Big Brothers Big Sisters September 2012 - June 2014
United States Senate June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook Express, Adobe Acrobat, Editing, Facebook, Social Media, Microsoft Office, Data Analysis, Research, Event Planning, Public Speaking, Social Networking, Customer Service, Leadership, Teamwork
Education
Union College 2010 — 2014
Bachelor's degree, Political Science and History, Senior
Danish Institute of Study 2013 — 2013
Study Abroad
Saratoga Springs High School 2007 — 2010
High School
Eaton Vance June 2015 - Present
Eaton Vance June 2014 - June 2015
Big Brothers Big Sisters September 2012 - June 2014
United States Senate June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook Express, Adobe Acrobat, Editing, Facebook, Social Media, Microsoft Office, Data Analysis, Research, Event Planning, Public Speaking, Social Networking, Customer Service, Leadership, Teamwork
Education
Union College 2010 — 2014
Bachelor's degree, Political Science and History, Senior
Danish Institute of Study 2013 — 2013
Study Abroad
Saratoga Springs High School 2007 — 2010
High School
Jim Maki CIMA® Jim Maki CIMA®'s Eaton Vance Experience June 2008 - Present
Job VP, Global Relationship Manager Bank Trust/RIA
Industry Financial Services
Experience
Eaton Vance June 2008 - Present
MFS Investment Management June 1997 - June 2008
MFS Investment Management 2003 - 2005
Skills
CIMA
Education
University of Massachusetts Boston 1998 — 2003
Bachelor of Arts (BA), Business/Managerial Economics
University of Massachusetts Boston
Eaton Vance June 2008 - Present
MFS Investment Management June 1997 - June 2008
MFS Investment Management 2003 - 2005
Skills
CIMA
Education
University of Massachusetts Boston 1998 — 2003
Bachelor of Arts (BA), Business/Managerial Economics
University of Massachusetts Boston
Paul Metheny Paul Metheny's Eaton Vance Experience 2015 - Present
Job Alternative Investments Fund Administrator at Eaton Vance
Industry Financial Services
Experience
Eaton Vance 2015 - Present
Teach For America 2012 - 2014
University of Connecticut 2011 - 2012
Merrill Lynch 2011 - 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Strategic Planning
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance, GPA - 3.45 (4.0)
University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance
Eaton Vance 2015 - Present
Teach For America 2012 - 2014
University of Connecticut 2011 - 2012
Merrill Lynch 2011 - 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Strategic Planning
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance, GPA - 3.45 (4.0)
University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance
Victor Joita Victor Joita's Eaton Vance Experience September 2015 - Present
Job Associate Municipal Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2015 - Present
Eaton Vance May 2012 - September 2015
Eaton Vance June 2011 - May 2012
Skills
Microsoft Office, SharePoint, Bloomberg Terminal, FINRA, Documentum, Concur, Corporate Finance, Series 7, Fiserv/Checkfree APL, Perform, KVS-Compliance..., SalesPage, Portfolio Management, Finance, Leadership, Team Leadership, Accounting, Investments
Education
Suffolk University - Sawyer School of Management 2008 — 2012
BSBA, Finance major & Accounting minor, GPA: 3.68
Eaton Vance September 2015 - Present
Eaton Vance May 2012 - September 2015
Eaton Vance June 2011 - May 2012
Skills
Microsoft Office, SharePoint, Bloomberg Terminal, FINRA, Documentum, Concur, Corporate Finance, Series 7, Fiserv/Checkfree APL, Perform, KVS-Compliance..., SalesPage, Portfolio Management, Finance, Leadership, Team Leadership, Accounting, Investments
Education
Suffolk University - Sawyer School of Management 2008 — 2012
BSBA, Finance major & Accounting minor, GPA: 3.68
Ben Carleton Ben Carleton's Eaton Vance Experience January 2010 - March 2012
Job South East Inside Sales District Manager at RSA, The Security Division of EMC
Industry Information Technology and Services
Experience
RSA, The Security Division of EMC June 2015 - Present
RSA, The Security Division of EMC October 2013 - June 2015
Next Step Living February 2013 - May 2013
Eaton Vance January 2010 - March 2012
Eaton Vance January 2008 - February 2010
Eaton Vance May 2007 - January 2008
Skills
Series 7, Series 63, Series 6, Alternative Investments, Customer Service, Salesforce.com, Mutual Funds, Asset Allocation, Microsoft Excel, Sales, Account Management, Microsoft Office, Marketing, Solution Selling, Investments, Management, PowerPoint, Sales Process, SaaS, Business Development, SAP, Sales Operations, Leadership, Partner Management, Sales Enablement, Sales Management
Education
University of Massachusetts Boston 2004 — 2007
RSA, The Security Division of EMC June 2015 - Present
RSA, The Security Division of EMC October 2013 - June 2015
Next Step Living February 2013 - May 2013
Eaton Vance January 2010 - March 2012
Eaton Vance January 2008 - February 2010
Eaton Vance May 2007 - January 2008
Skills
Series 7, Series 63, Series 6, Alternative Investments, Customer Service, Salesforce.com, Mutual Funds, Asset Allocation, Microsoft Excel, Sales, Account Management, Microsoft Office, Marketing, Solution Selling, Investments, Management, PowerPoint, Sales Process, SaaS, Business Development, SAP, Sales Operations, Leadership, Partner Management, Sales Enablement, Sales Management
Education
University of Massachusetts Boston 2004 — 2007
Dominic DeSantis Dominic DeSantis's Eaton Vance Experience September 2008 - November 2011
Job Sales Consultant
Industry Financial Services
Experience
John Hancock Financial Services January 2014 - Present
Business Intelligence Advisors November 2011 - February 2013
Eaton Vance September 2008 - November 2011
Eaton Vance March 2007 - September 2008
Skills
Mutual Funds, Investments, Asset Allocation, Asset Management, Alternative Investments, Wealth Management, Equities, Financial Services, Portfolio Management, Fixed Income, Series 63, Sales
Education
University of Massachusetts, Amherst
BA, Communication / Economics
John Hancock Financial Services January 2014 - Present
Business Intelligence Advisors November 2011 - February 2013
Eaton Vance September 2008 - November 2011
Eaton Vance March 2007 - September 2008
Skills
Mutual Funds, Investments, Asset Allocation, Asset Management, Alternative Investments, Wealth Management, Equities, Financial Services, Portfolio Management, Fixed Income, Series 63, Sales
Education
University of Massachusetts, Amherst
BA, Communication / Economics
Stephanie Fulchini Stephanie Fulchini's Eaton Vance Experience August 2013 - October 2013
Job Media Billing & Compliance Analyst at DigitasLBi_US
Industry Management Consulting
Experience
DigitasLBi_US August 2015 - Present
US Department of Homeland Security March 2012 - Present
State Street August 2014 - August 2015
Eaton Vance August 2013 - October 2013
The United States Department of Homeland Security March 2012 - May 2013
Saugus Co-Operative Bank June 2010 - January 2012
Skills
Telephone Skills, Lotus Notes, PowerPoint, Microsoft Excel, Customer Service
Education
Suffolk University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Managment
Suffolk University Sawyer Business School 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Management
DigitasLBi_US August 2015 - Present
US Department of Homeland Security March 2012 - Present
State Street August 2014 - August 2015
Eaton Vance August 2013 - October 2013
The United States Department of Homeland Security March 2012 - May 2013
Saugus Co-Operative Bank June 2010 - January 2012
Skills
Telephone Skills, Lotus Notes, PowerPoint, Microsoft Excel, Customer Service
Education
Suffolk University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Managment
Suffolk University Sawyer Business School 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Management
Brendan Powers Brendan Powers's Eaton Vance Experience January 2012 - October 2014
Job Asset Management, Analyst at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates October 2014 - Present
Eaton Vance January 2012 - October 2014
JPMorgan Chase August 2011 - December 2011
Skills
Series 63, Series 6
Education
Trinity College-Hartford 2007 — 2011
B.S., Economics
Masconomet Regional High School 2003 — 2007
Cerulli Associates October 2014 - Present
Eaton Vance January 2012 - October 2014
JPMorgan Chase August 2011 - December 2011
Skills
Series 63, Series 6
Education
Trinity College-Hartford 2007 — 2011
B.S., Economics
Masconomet Regional High School 2003 — 2007
Lorenc Demika Lorenc Demika's Eaton Vance Experience October 2013 - Present
Job Risk & Compliance Analyst
Industry Investment Management
Experience
Eaton Vance October 2013 - Present
Eaton Vance October 2011 - October 2013
BNY MELLON ASSET SERVICING March 2008 - September 2011
State Street August 2006 - March 2008
State Street June 2006 - August 2006
State Street April 2005 - May 2006
Skills
Bloomberg AIM, Bloomberg CMGR, AXIOM, Microsoft Outlook, Microsoft Office, Lotus Notes, MCH (Multicurrency..., IAS (Investment..., Reuters, NASDAQ, IDC 360View, Aladdin Enterprise..., Securities, Mutual Funds, Portfolio Management, Bloomberg, Financial Services, Equities, Valuation, Risk Management, Derivatives, Fixed Income, Investment Management, Asset Management, Investments
Education
University of Massachusetts Boston 1999 — 2004
Bachelor of Arts (B.A.), Economics
Eaton Vance October 2013 - Present
Eaton Vance October 2011 - October 2013
BNY MELLON ASSET SERVICING March 2008 - September 2011
State Street August 2006 - March 2008
State Street June 2006 - August 2006
State Street April 2005 - May 2006
Skills
Bloomberg AIM, Bloomberg CMGR, AXIOM, Microsoft Outlook, Microsoft Office, Lotus Notes, MCH (Multicurrency..., IAS (Investment..., Reuters, NASDAQ, IDC 360View, Aladdin Enterprise..., Securities, Mutual Funds, Portfolio Management, Bloomberg, Financial Services, Equities, Valuation, Risk Management, Derivatives, Fixed Income, Investment Management, Asset Management, Investments
Education
University of Massachusetts Boston 1999 — 2004
Bachelor of Arts (B.A.), Economics
Julie McGee Julie McGee's Eaton Vance Experience June 2007 - September 2008
Job Bartender at Phoenix Landing
Industry Hospitality
Experience
Phoenix Landing January 2007 - Present
Eaton Vance June 2007 - September 2008
Reflex Lighting May 2006 - June 2007
RR Donnelley September 2000 - May 2006
Skills
Bartending, Restaurants, Food & Beverage, New Restaurant Openings, Catering, Hospitality, Cocktails, Food, Customer Service, Copy Editing, Proofreading, Professional Writing, Office Administration, Organization Skills
Education
University of Massachusetts Boston
Bachelor's Degree, English & Professional Writing
Phoenix Landing January 2007 - Present
Eaton Vance June 2007 - September 2008
Reflex Lighting May 2006 - June 2007
RR Donnelley September 2000 - May 2006
Skills
Bartending, Restaurants, Food & Beverage, New Restaurant Openings, Catering, Hospitality, Cocktails, Food, Customer Service, Copy Editing, Proofreading, Professional Writing, Office Administration, Organization Skills
Education
University of Massachusetts Boston
Bachelor's Degree, English & Professional Writing
Carolyn Rodon Carolyn Rodon's Eaton Vance Experience November 2008 - April 2012
Job PR & Marketing Associate at Sedo GmbH
Industry Marketing and Advertising
Experience
Sedo GmbH January 2014 - Present
Harvard Law School May 2012 - March 2013
Eaton Vance November 2008 - April 2012
Diversified Marketing Concepts June 2007 - June 2008
Alliance Wakeboard Multimedia October 2005 - May 2007
Skills
Publicity, Direct Mail, Sales, Market Planning, Budgets, Editing, Customer Service, Adobe Creative Suite, Retail, Spanish, Marketing Strategy, Public Relations, Microsoft Office
Education
University of Florida 2000 — 2004
Bachelor of Science, Telecommunication
Universidad de Salamanca 2002 — 2002
Spanish Language and Literature
Sedo GmbH January 2014 - Present
Harvard Law School May 2012 - March 2013
Eaton Vance November 2008 - April 2012
Diversified Marketing Concepts June 2007 - June 2008
Alliance Wakeboard Multimedia October 2005 - May 2007
Skills
Publicity, Direct Mail, Sales, Market Planning, Budgets, Editing, Customer Service, Adobe Creative Suite, Retail, Spanish, Marketing Strategy, Public Relations, Microsoft Office
Education
University of Florida 2000 — 2004
Bachelor of Science, Telecommunication
Universidad de Salamanca 2002 — 2002
Spanish Language and Literature
Kate Chanoux, CFA Kate Chanoux, CFA's Eaton Vance Experience April 2013 - Present
Job AVP, Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance April 2013 - Present
Eaton Vance April 2011 - April 2013
Eaton Vance October 2008 - April 2011
Eaton Vance April 2007 - October 2008
Eaton Vance September 2006 - April 2007
Eaton Vance September 2005 - September 2006
Skills
Mutual Funds, Bloomberg, Fixed Income
Education
Syracuse University 2001 — 2005
B.A, Economics
Eaton Vance April 2013 - Present
Eaton Vance April 2011 - April 2013
Eaton Vance October 2008 - April 2011
Eaton Vance April 2007 - October 2008
Eaton Vance September 2006 - April 2007
Eaton Vance September 2005 - September 2006
Skills
Mutual Funds, Bloomberg, Fixed Income
Education
Syracuse University 2001 — 2005
B.A, Economics
Jake O'Brien Jake O'Brien's Eaton Vance Experience June 2015 - Present
Job Mutual Fund Services Representative at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2015 - Present
Lafayette College August 2011 - Present
Lincoln Financial Distributors May 2014 - August 2014
Kildare Capital, Inc May 2012 - August 2012
Skills
PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Research, Finance, Social Media, Facebook, Data Analysis, Communication, Bloomberg Software
Education
Lafayette College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Policy Studies (double-major)
The London School of Economics and Political Science (LSE) 2013 — 2013
St. Joseph's Preparatory School 2007 — 2011
Eaton Vance June 2015 - Present
Lafayette College August 2011 - Present
Lincoln Financial Distributors May 2014 - August 2014
Kildare Capital, Inc May 2012 - August 2012
Skills
PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Research, Finance, Social Media, Facebook, Data Analysis, Communication, Bloomberg Software
Education
Lafayette College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Policy Studies (double-major)
The London School of Economics and Political Science (LSE) 2013 — 2013
St. Joseph's Preparatory School 2007 — 2011
Ashley Ryan's Eaton Vance Experience November 2006 - June 2012
Job Client Relationship Manager at J E Ryan Wealth Management
Industry Investment Management
Experience
J E Ryan Wealth Management May 2015 - Present
Goldman Sachs June 2012 - Present
Eaton Vance November 2006 - June 2012
Eaton Vance July 2006 - November 2006
Eaton Vance September 2005 - July 2006
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investments, Fixed Income, Equities, Wealth Management, Uniform Combined State..., Securities, Portfolio Management, Hedge Funds, Financial Services, ETFs, Bloomberg, Asset Allocation, Alternative Investments, Asset Management
Education
University of Massachusetts, Amherst 2001 — 2005
BA, Sociology, Psychology
North Andover High School
J E Ryan Wealth Management May 2015 - Present
Goldman Sachs June 2012 - Present
Eaton Vance November 2006 - June 2012
Eaton Vance July 2006 - November 2006
Eaton Vance September 2005 - July 2006
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investments, Fixed Income, Equities, Wealth Management, Uniform Combined State..., Securities, Portfolio Management, Hedge Funds, Financial Services, ETFs, Bloomberg, Asset Allocation, Alternative Investments, Asset Management
Education
University of Massachusetts, Amherst 2001 — 2005
BA, Sociology, Psychology
North Andover High School
Emily Templeton's Eaton Vance Experience May 2008 - May 2009
Job Project Manager at Sterling Research Group
Industry Market Research
Experience
Sterling Research Group July 2015 - Present
Oseberg March 2014 - July 2015
Partners Capital November 2011 - July 2013
OpSec Security 2010 - November 2011
The Orchard October 2009 - March 2010
Eaton Vance May 2008 - May 2009
Skills
Financial Modeling, Data Analysis, Financial Analysis, Valuation, Investments, Asset Management, Private Equity, Bloomberg, Equities, Due Diligence, Social Media, Microsoft Excel, Management, Business Development
Education
Tufts University 2005 — 2009
BA, Economics
Sterling Research Group July 2015 - Present
Oseberg March 2014 - July 2015
Partners Capital November 2011 - July 2013
OpSec Security 2010 - November 2011
The Orchard October 2009 - March 2010
Eaton Vance May 2008 - May 2009
Skills
Financial Modeling, Data Analysis, Financial Analysis, Valuation, Investments, Asset Management, Private Equity, Bloomberg, Equities, Due Diligence, Social Media, Microsoft Excel, Management, Business Development
Education
Tufts University 2005 — 2009
BA, Economics
Scott P. Ruddick's Eaton Vance Experience 2010 — 2013
Job Managing Director
Industry Investment Management
Experience
Seaward Management 2018 — Present
Eaton Vance 2010 — 2013
Mellon Capital January 1997 — January 2010
PanAgora Asset Management January 1994 — January 1997
The Boston Company January 1992 — January 1994
Advisor Partners 2015 — 2017
Mellon Capital 2013 — 2015
Skills
Investments, Institutional Asset Management, Private Wealth Management
Education
University of Hartford 1989 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Seaward Management 2018 — Present
Eaton Vance 2010 — 2013
Mellon Capital January 1997 — January 2010
PanAgora Asset Management January 1994 — January 1997
The Boston Company January 1992 — January 1994
Advisor Partners 2015 — 2017
Mellon Capital 2013 — 2015
Skills
Investments, Institutional Asset Management, Private Wealth Management
Education
University of Hartford 1989 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Daniel Anaya's Eaton Vance Experience March 1998 - July 2003
Job Corporate Finance Professional
Industry Capital Markets
Experience
Isalil Consulting LLC May 2011 - Present
Comcast Cable July 2008 - May 2011
PricewaterhouseCoopers, Corporate Advisory and Restructuring September 2006 - October 2007
Fisher Scientific International, Inc. July 2005 - September 2006
Northwestern Mutual Capital 2004 - 2004
Eaton Vance March 1998 - July 2003
Skills
Financial Statement..., Credit Analysis, Project Finance, Asset Based Lending, Valuation, Evaluating Business..., Evaluating M&A Risk, Restructuring, Creative Due Diligence, Financial Modeling, Executing M&A, Strategic Financial..., Bloomberg, Monte Carlo Simulation, Microsoft Excel, VBA, SQL, Excel Dashboards, Due Diligence, Business Strategy, Budgets, Strategy, Investments, Private Equity, Forecasting, Capital Markets, Mergers & Acquisitions, Finance, Analysis, Fixed Income, Equities, Credit, Management, Leadership, Financial Analysis, Corporate Finance, Cross-functional Team...
Education
Tuck School of Business at Dartmouth 2003 — 2005
MBA
The Leverage Academy 2012 — 2012
Leveraged Finance
Tufts University 1992 — 1996
BA, Economics, International Relations
Isalil Consulting LLC May 2011 - Present
Comcast Cable July 2008 - May 2011
PricewaterhouseCoopers, Corporate Advisory and Restructuring September 2006 - October 2007
Fisher Scientific International, Inc. July 2005 - September 2006
Northwestern Mutual Capital 2004 - 2004
Eaton Vance March 1998 - July 2003
Skills
Financial Statement..., Credit Analysis, Project Finance, Asset Based Lending, Valuation, Evaluating Business..., Evaluating M&A Risk, Restructuring, Creative Due Diligence, Financial Modeling, Executing M&A, Strategic Financial..., Bloomberg, Monte Carlo Simulation, Microsoft Excel, VBA, SQL, Excel Dashboards, Due Diligence, Business Strategy, Budgets, Strategy, Investments, Private Equity, Forecasting, Capital Markets, Mergers & Acquisitions, Finance, Analysis, Fixed Income, Equities, Credit, Management, Leadership, Financial Analysis, Corporate Finance, Cross-functional Team...
Education
Tuck School of Business at Dartmouth 2003 — 2005
MBA
The Leverage Academy 2012 — 2012
Leveraged Finance
Tufts University 1992 — 1996
BA, Economics, International Relations
Aaron Dunn's Eaton Vance Experience May 2012 - Present
Job Senior Equity Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance May 2012 - Present
Pioneer Investments January 2008 - April 2012
Invesco AIM 2006 - 2007
Education
The University of Texas at Austin 2004 — 2006
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
Masters in Business Administration, Finance
University of Arkansas 1994 — 1998
BSBA, Financial Management
Eaton Vance May 2012 - Present
Pioneer Investments January 2008 - April 2012
Invesco AIM 2006 - 2007
Education
The University of Texas at Austin 2004 — 2006
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
Masters in Business Administration, Finance
University of Arkansas 1994 — 1998
BSBA, Financial Management
Tim Fetter, CMT's Eaton Vance Experience July 2005 - Present
Job V.P. Director Equity Trading, Eaton Vance Management
Industry Financial Services
Experience
Eaton Vance July 2005 - Present
Oppenheimer & Co. August 1997 - June 2005
Education
The Johns Hopkins University 2003 — 2005
Master of Business Administration (MBA)
The Johns Hopkins University - Carey Business School 2003 — 2005
Master of Business Administration (MBA)
Villanova University 1993 — 1997
B.S, Finance
Eaton Vance July 2005 - Present
Oppenheimer & Co. August 1997 - June 2005
Education
The Johns Hopkins University 2003 — 2005
Master of Business Administration (MBA)
The Johns Hopkins University - Carey Business School 2003 — 2005
Master of Business Administration (MBA)
Villanova University 1993 — 1997
B.S, Finance
Matt Dellelo, CFA's Eaton Vance Experience 2008 - 2014
Job Associate Analyst at Leerink Partners LLC
Industry Financial Services
Experience
Leerink Partners LLC 2015 - Present
Eaton Vance 2008 - 2014
Eaton Vance 2007 - 2008
Federated MDT Advisers 2004 - 2007
Spectrum Capital 2003 - 2004
Skills
Valuation, Market Sizing, Competitive Analysis, Financial Modeling, Stock Picking, Equity Research, Equity Trading, Market Research, Bloomberg, Equities, Equity Valuation, Portfolio Management, Investments, Hedge Funds, Fixed Income, Financial Analysis, Trading, Asset Management, Capital Markets, Alternative Investments, Mutual Funds, Series 7
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science (B.S.), Economics (Finance concentration)
Università Commerciale 'Luigi Bocconi' 2001 — 2001
International Finance
Leerink Partners LLC 2015 - Present
Eaton Vance 2008 - 2014
Eaton Vance 2007 - 2008
Federated MDT Advisers 2004 - 2007
Spectrum Capital 2003 - 2004
Skills
Valuation, Market Sizing, Competitive Analysis, Financial Modeling, Stock Picking, Equity Research, Equity Trading, Market Research, Bloomberg, Equities, Equity Valuation, Portfolio Management, Investments, Hedge Funds, Fixed Income, Financial Analysis, Trading, Asset Management, Capital Markets, Alternative Investments, Mutual Funds, Series 7
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science (B.S.), Economics (Finance concentration)
Università Commerciale 'Luigi Bocconi' 2001 — 2001
International Finance
Gail Dowd's Eaton Vance Experience June 2007 - Present
Job VP Director of Reporting at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2007 - Present
Investors Bank & Trust December 1994 - June 2007
Ernst & Young August 1991 - December 1994
Skills
Financial Reporting, Project Management, Financial Services, Financial Modeling, Auditing, Financial Analysis
Education
Suffolk University - Sawyer School of Management 2000 — 2002
Master, MBA
University of Massachusetts at Lowell 1987 — 1991
Bachelor of Science, Accounting and Finance
Eaton Vance June 2007 - Present
Investors Bank & Trust December 1994 - June 2007
Ernst & Young August 1991 - December 1994
Skills
Financial Reporting, Project Management, Financial Services, Financial Modeling, Auditing, Financial Analysis
Education
Suffolk University - Sawyer School of Management 2000 — 2002
Master, MBA
University of Massachusetts at Lowell 1987 — 1991
Bachelor of Science, Accounting and Finance
Saga Subramanian's Eaton Vance Experience August 2009 - October 2010
Job SRM Functional Lead
Industry Computer Software
Experience
Exelixis January 2013 - Present
American Water August 2011 - December 2012
Levi Strauss & Co. January 2011 - July 2011
Exelixis November 2010 - December 2010
Eaton Vance August 2009 - October 2010
Genentech November 2008 - July 2009
Exelixis July 2007 - October 2008
EDS Group November 2006 - June 2007
SAP 2006 - 2007
SAP 2006 - 2007
Skills
SRM, SAP Netweaver, SAP, SAP R/3, ABAP, SD, SAP ERP, IDOC, SAP SRM, SAP Portal
Education
University of Madras 1996 — 1999
Exelixis January 2013 - Present
American Water August 2011 - December 2012
Levi Strauss & Co. January 2011 - July 2011
Exelixis November 2010 - December 2010
Eaton Vance August 2009 - October 2010
Genentech November 2008 - July 2009
Exelixis July 2007 - October 2008
EDS Group November 2006 - June 2007
SAP 2006 - 2007
SAP 2006 - 2007
Skills
SRM, SAP Netweaver, SAP, SAP R/3, ABAP, SD, SAP ERP, IDOC, SAP SRM, SAP Portal
Education
University of Madras 1996 — 1999
David Fredrick's Eaton Vance Experience 1992 - 1997
Job Sr VP at Invesco Asset Management
Industry Financial Services
Experience
Invesco Ltd. May 2000 - Present
Mainstay Asset Management 1997 - 2000
Eaton Vance 1992 - 1997
Aetna 1989 - 1992
Skills
Series 65, Series 7, Series 63, Mutual Funds, Asset Allocation, Investment Strategies, Separately Managed..., 401k, Securities, Fixed Income, Equities, Investments, Retirement Planning, Portfolio Management
Education
University of Massachusetts Boston 1994 — 1996
MBA, Finance
Western New England College 1985 — 1989
BSBA, Marketing
Invesco Ltd. May 2000 - Present
Mainstay Asset Management 1997 - 2000
Eaton Vance 1992 - 1997
Aetna 1989 - 1992
Skills
Series 65, Series 7, Series 63, Mutual Funds, Asset Allocation, Investment Strategies, Separately Managed..., 401k, Securities, Fixed Income, Equities, Investments, Retirement Planning, Portfolio Management
Education
University of Massachusetts Boston 1994 — 1996
MBA, Finance
Western New England College 1985 — 1989
BSBA, Marketing
Alex Edelman, CIMA's Eaton Vance Experience 1992 - 1997
Job Vice President at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments June 2011 - Present
Columbia Management May 2005 - June 2011
Columbia Management July 2003 - May 2005
Allmerica Financial 1998 - 2002
eaton vance 1992 - 1997
Skills
Mutual Funds, Investments, Portfolio Management, Financial Advisory, Retirement, Due Diligence, Investment Strategies, Asset Allocation, Equities, Hedge Funds, Investment Management, Fixed Income, Asset Management, Wealth Management, Series 7, Alternative Investments, Series 63, Separately Managed...
Education
University of Massachusetts, Amherst 1980 — 1984
Finance
Columbia Threadneedle Investments June 2011 - Present
Columbia Management May 2005 - June 2011
Columbia Management July 2003 - May 2005
Allmerica Financial 1998 - 2002
eaton vance 1992 - 1997
Skills
Mutual Funds, Investments, Portfolio Management, Financial Advisory, Retirement, Due Diligence, Investment Strategies, Asset Allocation, Equities, Hedge Funds, Investment Management, Fixed Income, Asset Management, Wealth Management, Series 7, Alternative Investments, Series 63, Separately Managed...
Education
University of Massachusetts, Amherst 1980 — 1984
Finance
Kevin Darrow's Eaton Vance Experience July 2004 - Present
Job Vice President at Eaton Vance Investment Managers
Industry Investment Management
Experience
Eaton Vance July 2004 - Present
Genworth Financial 1998 - 2004
PepsiCo - Pepsi Beverages Company 1988 - 1998
Skills
Series 6, Series 7, Series 63, Series 65, Investment Management, Investments, 401k, Uniform Combined State..., Securities, Wealth Management, Series 24, Financial Modeling, Asset Allocation, Separately Managed..., Retirement, FINRA, Investment Strategies, Investment Advisory
Education
University of Denver - Daniels College of Business 1990 — 1993
Master of Business Administration (M.B.A.)
University of Utah 1983 — 1987
Bachelor of Arts (B.A.), Finance, General
Eaton Vance July 2004 - Present
Genworth Financial 1998 - 2004
PepsiCo - Pepsi Beverages Company 1988 - 1998
Skills
Series 6, Series 7, Series 63, Series 65, Investment Management, Investments, 401k, Uniform Combined State..., Securities, Wealth Management, Series 24, Financial Modeling, Asset Allocation, Separately Managed..., Retirement, FINRA, Investment Strategies, Investment Advisory
Education
University of Denver - Daniels College of Business 1990 — 1993
Master of Business Administration (M.B.A.)
University of Utah 1983 — 1987
Bachelor of Arts (B.A.), Finance, General
Jamie Babineau's Eaton Vance Experience September 2004 - Present
Job Sr. Financial Reporting Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance September 2004 - Present
Eaton Vance September 2004 - October 2008
INVESTORS BANK & TRUST COMPANY June 1999 - September 2004
Investors Bank & Trust Company January 1999 - January 2002
Skills
Accounting, SEC filings, Accruals, Fixed Income, Securities, Equities
Education
University of Massachusetts Dartmouth 1994 — 1999
Bachelors of Art, Economics
Eaton Vance September 2004 - Present
Eaton Vance September 2004 - October 2008
INVESTORS BANK & TRUST COMPANY June 1999 - September 2004
Investors Bank & Trust Company January 1999 - January 2002
Skills
Accounting, SEC filings, Accruals, Fixed Income, Securities, Equities
Education
University of Massachusetts Dartmouth 1994 — 1999
Bachelors of Art, Economics
Scott Page's Eaton Vance Experience 1990 - Present
Job VP at Eaton Vance
Industry Investment Management
Experience
Eaton Vance 1990 - Present
Dartmouth College 1988 - 1989
Citibank 1987 - 1989
The Chase Manhattan Bank 1981 - 1985
Skills
Leveraged Finance, Portfolio Management, Fixed Income, High Yield, Alternative Investments, Hedge Funds, Asset Management, Investment Banking, Investments, Structured Finance, Equities, Private Equity, Capital Markets, Mergers & Acquisitions, Emerging Markets, Valuation, Finance, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Finance, General
Williams College 1977 — 1981
BA, Political Economy
The London School of Economics and Political Science (LSE)
Eaton Vance 1990 - Present
Dartmouth College 1988 - 1989
Citibank 1987 - 1989
The Chase Manhattan Bank 1981 - 1985
Skills
Leveraged Finance, Portfolio Management, Fixed Income, High Yield, Alternative Investments, Hedge Funds, Asset Management, Investment Banking, Investments, Structured Finance, Equities, Private Equity, Capital Markets, Mergers & Acquisitions, Emerging Markets, Valuation, Finance, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Finance, General
Williams College 1977 — 1981
BA, Political Economy
The London School of Economics and Political Science (LSE)
Kristen Comeau's Eaton Vance Experience June 2010 - June 2011
Job Director at Enel Green Power North America, Inc.
Industry Accounting
Experience
Enel Green Power North America, Inc. June 2015 - Present
Independent Contractor March 2015 - June 2015
Wyless October 2014 - March 2015
Schafer Corporation June 2011 - October 2014
Eaton Vance June 2010 - June 2011
Corporate Finance Group, Inc. January 2008 - May 2010
PricewaterhouseCoopers August 2001 - January 2008
Skills
SEC filings, Financial Reporting, Sarbanes-Oxley Act, Accounting, US GAAP, Financial Analysis, Internal Controls, Auditing, GAAP, Due Diligence, Financial Modeling, Revenue Recognition, CPA, Managerial Finance, Amortization Schedules, Fixed Asset Depreciation, Full P, Board Presentations, SEC Filings, Financial Accounting
Education
Syracuse University 1997 — 2001
Accounting, Accounting
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
BS, Accounting
Enel Green Power North America, Inc. June 2015 - Present
Independent Contractor March 2015 - June 2015
Wyless October 2014 - March 2015
Schafer Corporation June 2011 - October 2014
Eaton Vance June 2010 - June 2011
Corporate Finance Group, Inc. January 2008 - May 2010
PricewaterhouseCoopers August 2001 - January 2008
Skills
SEC filings, Financial Reporting, Sarbanes-Oxley Act, Accounting, US GAAP, Financial Analysis, Internal Controls, Auditing, GAAP, Due Diligence, Financial Modeling, Revenue Recognition, CPA, Managerial Finance, Amortization Schedules, Fixed Asset Depreciation, Full P, Board Presentations, SEC Filings, Financial Accounting
Education
Syracuse University 1997 — 2001
Accounting, Accounting
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
BS, Accounting
Chris Stoner's Eaton Vance Experience March 2007 - October 2008
Job Investment Management
Industry Investment Management
Experience
Columbia Threadneedle Investments October 2011 - Present
Lee Munder Capital Group August 2010 - August 2011
Lee Munder Capital Group October 2008 - August 2010
Eaton Vance March 2007 - October 2008
Fidelity Investments January 2006 - March 2007
Education
Union College 2001 — 2005
Columbia Threadneedle Investments October 2011 - Present
Lee Munder Capital Group August 2010 - August 2011
Lee Munder Capital Group October 2008 - August 2010
Eaton Vance March 2007 - October 2008
Fidelity Investments January 2006 - March 2007
Education
Union College 2001 — 2005
Judith Saryan's Eaton Vance Experience March 1999 - January 2014
Job Project Manager at AIWA
Industry Financial Services
Experience
AIWA January 2014 - Present
Eaton Vance March 1999 - January 2014
Eaton Vance Investment Managers 1999 - January 2014
State Street Global Advisors December 1980 - March 2009
State Street Global Advisors December 1980 - March 1999
Education
Wellesley College 1970 — 1975
BA, Economics
University of East Anglia 1973 — 1974
Economic Development
AIWA January 2014 - Present
Eaton Vance March 1999 - January 2014
Eaton Vance Investment Managers 1999 - January 2014
State Street Global Advisors December 1980 - March 2009
State Street Global Advisors December 1980 - March 1999
Education
Wellesley College 1970 — 1975
BA, Economics
University of East Anglia 1973 — 1974
Economic Development
Alex Maus's Eaton Vance Experience January 2010 - February 2013
Job Account Services Representative
Industry Financial Services
Experience
United States Marine Corps. 2009 - Present
Eaton Vance January 2010 - February 2013
TouchPoint Global Inc January 2008 - January 2009
Fidelity Investments April 2007 - August 2007
Skills
Microsoft Office, Team Leadership, Investments, Microsoft Excel, Risk Management, Customer Service, Operations Management, Asset Managment, Financial Analysis, Mutual Funds, PowerPoint, Analysis, Training, Securities, Microsoft Word, Outlook, Strategic Planning, Project Management, Recruiting, Sales
Education
The University of Connecticut 2004 — 2008
Bachelor of Science, Business Administration; Finance
United States Marine Corps. 2009 - Present
Eaton Vance January 2010 - February 2013
TouchPoint Global Inc January 2008 - January 2009
Fidelity Investments April 2007 - August 2007
Skills
Microsoft Office, Team Leadership, Investments, Microsoft Excel, Risk Management, Customer Service, Operations Management, Asset Managment, Financial Analysis, Mutual Funds, PowerPoint, Analysis, Training, Securities, Microsoft Word, Outlook, Strategic Planning, Project Management, Recruiting, Sales
Education
The University of Connecticut 2004 — 2008
Bachelor of Science, Business Administration; Finance
Marie Elliott, CMP's Eaton Vance Experience June 2008 - Present
Job AVP, Events, Conferences & Sponsorship Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2008 - Present
Skills
Event Management, Meeting Planning, Event Planning, Trade Shows, Sponsorship, Marketing, Relationship Marketing, Marketing Strategy
Education
University of Massachusetts Boston
MBA, Business
Eaton Vance June 2008 - Present
Skills
Event Management, Meeting Planning, Event Planning, Trade Shows, Sponsorship, Marketing, Relationship Marketing, Marketing Strategy
Education
University of Massachusetts Boston
MBA, Business
Joyce Rowan's Eaton Vance Experience May 1986 - February 1999
Job Adjuster at SCIF
Industry Insurance
Experience
SCIF Investment analystCalPERSAugust 1999 - May 2000
Eaton Vance May 1986 - February 1999
Education
Suffolk University - Sawyer Business School 1981 — 1985
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1974 — 1978
BA, Economics
SCIF Investment analystCalPERSAugust 1999 - May 2000
Eaton Vance May 1986 - February 1999
Education
Suffolk University - Sawyer Business School 1981 — 1985
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1974 — 1978
BA, Economics
Chris Angland's Eaton Vance Experience July 2009 - August 2011
Job Senior Marketing Strategist at RBC Global Asset Management
Industry Marketing and Advertising
Experience
RBC Global Asset Management June 2013 - Present
HCPro, Inc. August 2011 - May 2013
Eaton Vance July 2009 - August 2011
Pioneer Investments September 2005 - November 2008
Aon Risk Services February 2004 - September 2005
Sun Life Financial April 2001 - September 2003
Skills
Marketing Management, Marketing Strategy, Email Marketing, Marketing Communications, Integrated Marketing, Marketing, Mutual Funds, Direct Marketing, Social Media, Collateral, Strategic Planning, Digital Marketing, Online Advertising, Project Management, Advertising, Product Marketing, Direct Mail, Silverpop Engage, InCopy, MRM, Analytics, Cross-functional Team..., Multi-channel Marketing, Online Marketing, Lead Generation, Account Management, Management, Social Media Marketing, Market Research, Sales
Education
University of Massachusetts Dartmouth 1995 — 1999
BS, Marketing
RBC Global Asset Management June 2013 - Present
HCPro, Inc. August 2011 - May 2013
Eaton Vance July 2009 - August 2011
Pioneer Investments September 2005 - November 2008
Aon Risk Services February 2004 - September 2005
Sun Life Financial April 2001 - September 2003
Skills
Marketing Management, Marketing Strategy, Email Marketing, Marketing Communications, Integrated Marketing, Marketing, Mutual Funds, Direct Marketing, Social Media, Collateral, Strategic Planning, Digital Marketing, Online Advertising, Project Management, Advertising, Product Marketing, Direct Mail, Silverpop Engage, InCopy, MRM, Analytics, Cross-functional Team..., Multi-channel Marketing, Online Marketing, Lead Generation, Account Management, Management, Social Media Marketing, Market Research, Sales
Education
University of Massachusetts Dartmouth 1995 — 1999
BS, Marketing
David Stokkink's Eaton Vance Experience June 2011 - Present
Job Senior Trainer at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2011 - Present
Eaton Vance July 1989 - June 2011
Shawmut Bank November 1982 - September 1987
Education
University at Albany, SUNY 1978 — 1982
B.A., English, Philosophy
Eaton Vance June 2011 - Present
Eaton Vance July 1989 - June 2011
Shawmut Bank November 1982 - September 1987
Education
University at Albany, SUNY 1978 — 1982
B.A., English, Philosophy
Keith Small, CIMA, CRPC, EA's Eaton Vance Experience September 1998 - May 2000
Job Business Consultant for Financial Advisors
Industry Financial Services
Experience
Cetera Financial Group June 2009 - Present
OppenheimerFunds July 2005 - January 2009
OppenheimerFunds September 2003 - June 2005
MFS Investment Management May 2000 - May 2003
Eaton Vance September 1998 - May 2000
Skills
Series 7, Retirement Planning, Asset Allocation, Series 63, Fixed Annuities, Series 24, Series 65, CIMA, IRS Enrolled Agent, CRPC
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Sales and Marketing
Cetera Financial Group June 2009 - Present
OppenheimerFunds July 2005 - January 2009
OppenheimerFunds September 2003 - June 2005
MFS Investment Management May 2000 - May 2003
Eaton Vance September 1998 - May 2000
Skills
Series 7, Retirement Planning, Asset Allocation, Series 63, Fixed Annuities, Series 24, Series 65, CIMA, IRS Enrolled Agent, CRPC
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Sales and Marketing
Peter Correggio's Eaton Vance Experience June 2015 - Present
Job AVP, Sales Practice Compliance Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2015 - Present
Delaware Life Insurance Company April 2001 - June 2015
United Asset Management August 1998 - October 2000
Pioneer Investments 1991 - 1998
Education
University of Massachusetts Boston
Eaton Vance June 2015 - Present
Delaware Life Insurance Company April 2001 - June 2015
United Asset Management August 1998 - October 2000
Pioneer Investments 1991 - 1998
Education
University of Massachusetts Boston
Jonathan Souza, CFA's Eaton Vance Experience April 2013 - March 2015
Job Associate Portfolio Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Eaton Vance April 2013 - March 2015
Eaton Vance April 2012 - April 2013
Eaton Vance April 2011 - April 2012
Eaton Vance June 2008 - April 2011
Investors Bank & Trust May 2007 - January 2008
Skills
Fixed Income, Equities, Portfolio Management
Education
University of Massachusetts Lowell 2004 — 2008
B.S.B.A, Finance
Wells Fargo April 2015 - Present
Eaton Vance April 2013 - March 2015
Eaton Vance April 2012 - April 2013
Eaton Vance April 2011 - April 2012
Eaton Vance June 2008 - April 2011
Investors Bank & Trust May 2007 - January 2008
Skills
Fixed Income, Equities, Portfolio Management
Education
University of Massachusetts Lowell 2004 — 2008
B.S.B.A, Finance
Steven Mazzuchelli's Eaton Vance Experience 2007 - 2009
Job Regional DirectorTS Capital LLC
Industry Financial Services
Experience
TS Capital, LLC April 2009 - Present
Eaton Vance 2007 - 2009
United States Marine Corps March 1999 - June 2003
Skills
Mutual Funds, Series 63, Series 7, Unit Investment Trusts, Alternative Investments, Asset Allocation, Asset Management, ETFs, Leadership, Retirement Planning, Wealth Management, Investments, Finance, Portfolio Management, Equities
Education
University of Massachusetts Boston 2005 — 2007
Bachelor of Science, Finance
TS Capital, LLC April 2009 - Present
Eaton Vance 2007 - 2009
United States Marine Corps March 1999 - June 2003
Skills
Mutual Funds, Series 63, Series 7, Unit Investment Trusts, Alternative Investments, Asset Allocation, Asset Management, ETFs, Leadership, Retirement Planning, Wealth Management, Investments, Finance, Portfolio Management, Equities
Education
University of Massachusetts Boston 2005 — 2007
Bachelor of Science, Finance
Philip Pace's Eaton Vance Experience May 2000 - Present
Job Vice President at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2000 - Present
John Hancock 1998 - 2000
Chevy Chase Financial Services May 1988 - May 1997
Meritor Financial 1985 - 1988
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Investments, Asset Allocation, Asset Management, Wealth Management, Equities, Fixed Income, Portfolio Management, Securities, Investment Strategies, Investment Advisory, Hedge Funds, Investment Management, Financial Services, Retirement Planning, Series 65, Separately Managed...
Education
University of Maryland University College 1993 — 1995
BS, Business
Eaton Vance May 2000 - Present
John Hancock 1998 - 2000
Chevy Chase Financial Services May 1988 - May 1997
Meritor Financial 1985 - 1988
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Investments, Asset Allocation, Asset Management, Wealth Management, Equities, Fixed Income, Portfolio Management, Securities, Investment Strategies, Investment Advisory, Hedge Funds, Investment Management, Financial Services, Retirement Planning, Series 65, Separately Managed...
Education
University of Maryland University College 1993 — 1995
BS, Business
Dan Eccles's Eaton Vance Experience November 2004 - April 2006
Job Principal Accounting Officer & Controller at Hancock Agricultural Investment Group
Industry Sports
Experience
Hancock Agricultural Investment Group June 2010 - Present
Boston Bruins September 2007 - June 2010
Bain Capital April 2006 - September 2007
Eaton Vance November 2004 - April 2006
PricewaterhouseCoopers September 2001 - November 2004
Education
Babson College 2013 — 2015
Master of Business Administration (MBA)
Suffolk University - Sawyer Business School 1998 — 2001
Accounting
Hancock Agricultural Investment Group June 2010 - Present
Boston Bruins September 2007 - June 2010
Bain Capital April 2006 - September 2007
Eaton Vance November 2004 - April 2006
PricewaterhouseCoopers September 2001 - November 2004
Education
Babson College 2013 — 2015
Master of Business Administration (MBA)
Suffolk University - Sawyer Business School 1998 — 2001
Accounting
Anh Ly's Eaton Vance Experience December 2012 - June 2015
Job Global Customer Success Analyst at UpToDate, Wolters Kluwer
Industry Information Services
Experience
Wolters Kluwer June 2015 - Present
Eaton Vance December 2012 - June 2015
Suffolk University September 2011 - December 2012
Eaton Vance April 2010 - December 2012
Suffolk University September 2011 - May 2012
South Boston Community Health Center May 2010 - November 2010
Skills
SaaS, Customer Success, Clinical Decision..., Analyst Relations, SharePoint Designer, Visual Basic, Adobe Creative Suite, SPSS, R, Python, SQL, Microsoft Office, Visio, Social Media, Survey Design, Microsoft Excel, Marketing Automation, Marketing Analytics, Marketing Strategy, Webinars, Content Marketing, Customer Insight, Customer Engagement, Business Intelligence, Customer Retention, Global Marketing, Clinical Solutions, mHealth, Bronto, Email Marketing
Education
Suffolk University - Sawyer School of Management
Bachelor of Business Administration (BBA), Marketing
Wolters Kluwer June 2015 - Present
Eaton Vance December 2012 - June 2015
Suffolk University September 2011 - December 2012
Eaton Vance April 2010 - December 2012
Suffolk University September 2011 - May 2012
South Boston Community Health Center May 2010 - November 2010
Skills
SaaS, Customer Success, Clinical Decision..., Analyst Relations, SharePoint Designer, Visual Basic, Adobe Creative Suite, SPSS, R, Python, SQL, Microsoft Office, Visio, Social Media, Survey Design, Microsoft Excel, Marketing Automation, Marketing Analytics, Marketing Strategy, Webinars, Content Marketing, Customer Insight, Customer Engagement, Business Intelligence, Customer Retention, Global Marketing, Clinical Solutions, mHealth, Bronto, Email Marketing
Education
Suffolk University - Sawyer School of Management
Bachelor of Business Administration (BBA), Marketing
Carl Murphy's Eaton Vance Experience March 2012 - September 2013
Job Director of Client Development at Healthgrades
Industry Hospital & Health Care
Experience
CPM Healthgrades October 2013 - Present
Eaton Vance March 2012 - September 2013
Eaton Vance June 2011 - March 2012
UBS Financial Services - The Wallace Group August 2010 - December 2010
Eaton Vance June 2010 - December 2010
Education
Vanderbilt University 2007 — 2011
Bachelor of Science (B.S.), Human and Organizational Development
London School of Economics and Political Science 2009 — 2009
CPM Healthgrades October 2013 - Present
Eaton Vance March 2012 - September 2013
Eaton Vance June 2011 - March 2012
UBS Financial Services - The Wallace Group August 2010 - December 2010
Eaton Vance June 2010 - December 2010
Education
Vanderbilt University 2007 — 2011
Bachelor of Science (B.S.), Human and Organizational Development
London School of Economics and Political Science 2009 — 2009
Benjamin Spitz's Eaton Vance Experience March 2013 - Present
Job Institutional Sales at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2013 - Present
Oppenheimer & Co. Inc. August 2007 - March 2013
Skills
Series 7, Series 63
Education
Northeastern University - Graduate School of Business Administration 2008 — 2009
Finance, General
University of Rhode Island 2002 — 2007
Communications
Texas Christian University 2002 — 2003
Eaton Vance March 2013 - Present
Oppenheimer & Co. Inc. August 2007 - March 2013
Skills
Series 7, Series 63
Education
Northeastern University - Graduate School of Business Administration 2008 — 2009
Finance, General
University of Rhode Island 2002 — 2007
Communications
Texas Christian University 2002 — 2003
David Richman's Eaton Vance Experience January 2008 - Present
Job National Director at Eaton Vance Advisor Institute
Industry Financial Services
Experience
Eaton Vance January 2008 - Present
Skills
Asset Management, Mutual Funds, Investments, Series 7, Alternative Investments, Portfolio Management, Asset Allocation, Valuation, Investment Management, Wealth Management, Series 63, Investment Strategies, Fixed Income, Financial Services, Equities
Education
The University of Connecticut 1979 — 1983
JD
University of Rochester 1972 — 1977
BA & MA
Eaton Vance January 2008 - Present
Skills
Asset Management, Mutual Funds, Investments, Series 7, Alternative Investments, Portfolio Management, Asset Allocation, Valuation, Investment Management, Wealth Management, Series 63, Investment Strategies, Fixed Income, Financial Services, Equities
Education
The University of Connecticut 1979 — 1983
JD
University of Rochester 1972 — 1977
BA & MA
Christopher Harshman, CFA's Eaton Vance Experience 2009 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Eaton Vance 2009 - Present
Wachovia Bank 2004 - 2009
Skills
Fixed Income, Series 7, Financial Modeling, Bloomberg, Valuation, Capital Markets, Series 63, Investments, Portfolio Management, Asset Allocation, Alternative Investments, Equities, Financial Analysis, Hedge Funds, Asset Managment
Education
University of Florida
BSBA, Finance
University of Rochester - Simon Business School
MBA, Finance
Eaton Vance 2009 - Present
Wachovia Bank 2004 - 2009
Skills
Fixed Income, Series 7, Financial Modeling, Bloomberg, Valuation, Capital Markets, Series 63, Investments, Portfolio Management, Asset Allocation, Alternative Investments, Equities, Financial Analysis, Hedge Funds, Asset Managment
Education
University of Florida
BSBA, Finance
University of Rochester - Simon Business School
MBA, Finance
Jonathan Isaac's Eaton Vance Experience December 2008 - Present
Job Director of Product Management at Eaton Vance
Industry Investment Management
Experience
Eaton Vance December 2008 - Present
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Series 7, Series 63, Fixed Income, Investment Strategies, Product Management, Performance Attribution, Bloomberg, Wealth Management
Education
University College London, U. of London
BA, History
Eaton Vance December 2008 - Present
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Series 7, Series 63, Fixed Income, Investment Strategies, Product Management, Performance Attribution, Bloomberg, Wealth Management
Education
University College London, U. of London
BA, History
Josh Fiore's Eaton Vance Experience December 2001 - May 2005
Job Sales & Design at Pengate Handling Systems, Inc.
Industry Warehousing
Experience
Pengate Handling Systems, Inc. April 2007 - Present
Phoenix Wealthy Management Ltd May 2005 - August 2006
Eaton Vance December 2001 - May 2005
Skills
Material Handling, Warehousing, Logistics, Distribution Center..., Warehouse Management, Material Handling..., Continuous Improvement, Supply Chain
Education
University of Massachusetts, Amherst 1993 — 1998
BA, Sociology, Legal Studies
University of Massachusetts, Amherst 1993 — 1998
Bachelor of Arts (BA), Sociology
Pengate Handling Systems, Inc. April 2007 - Present
Phoenix Wealthy Management Ltd May 2005 - August 2006
Eaton Vance December 2001 - May 2005
Skills
Material Handling, Warehousing, Logistics, Distribution Center..., Warehouse Management, Material Handling..., Continuous Improvement, Supply Chain
Education
University of Massachusetts, Amherst 1993 — 1998
BA, Sociology, Legal Studies
University of Massachusetts, Amherst 1993 — 1998
Bachelor of Arts (BA), Sociology
Jeffrey Schenkman's Eaton Vance Experience October 2011 - Present
Job Infrastructure Engineering
Industry Financial Services
Experience
Eaton Vance October 2011 - Present
SSgA 2003 - October 2011
Avid Technology 1997 - 2003
ZIPLINK 1996 - 1997
AVON COMPUTING COMPANY 1995 - 1996
Skills
Servers, Active Directory, Scripting, System Administration, Citrix Metaframe, Windows Server, VMware ESX, Disaster Recovery, IT Strategy, ITIL, Incident Management, Networking, Information Security, Software Documentation, Infrastructure, Virtualization, Business Continuity, Data Center, Citrix, VMware, System Deployment, SharePoint, IT Operations, Solaris, Unix, Storage, SCCM, Enterprise Architecture, IT Management, IT Service Management, Security, High Availability, Operating Systems, Integration, Information Technology
Education
University of Hartford 1986 — 1991
BA, Psychology
Eaton Vance October 2011 - Present
SSgA 2003 - October 2011
Avid Technology 1997 - 2003
ZIPLINK 1996 - 1997
AVON COMPUTING COMPANY 1995 - 1996
Skills
Servers, Active Directory, Scripting, System Administration, Citrix Metaframe, Windows Server, VMware ESX, Disaster Recovery, IT Strategy, ITIL, Incident Management, Networking, Information Security, Software Documentation, Infrastructure, Virtualization, Business Continuity, Data Center, Citrix, VMware, System Deployment, SharePoint, IT Operations, Solaris, Unix, Storage, SCCM, Enterprise Architecture, IT Management, IT Service Management, Security, High Availability, Operating Systems, Integration, Information Technology
Education
University of Hartford 1986 — 1991
BA, Psychology
Alison Galgay's Eaton Vance Experience April 2000 - September 2004
Job Director of Leasing at Foot Locker
Industry Real Estate
Experience
UrbanMeritage July 2013 - June 2014
The Wilder Companies February 2008 - July 2013
The Dartmouth Company 2005 - January 2008
Kabloom October 2004 - March 2005
Eaton Vance April 2000 - September 2004
Skills
Leases, Property Management, Real Estate, Lease Administration, Location Intelligence, Entitlements, Disposition, Tenant, Commercial Real Estate, Corporate Real Estate, Real Estate Development, Landlords, Real Estate Transactions, Shopping Centers, Brokerage, Lease Negotiations, Tenant Representation, Asset Management, Retail Site Selection, Investment Properties, Real Estate Economics, Investment Sales, Dispositions
Education
Union College 1995 — 1999
BA, Sociology & Political Science
UrbanMeritage July 2013 - June 2014
The Wilder Companies February 2008 - July 2013
The Dartmouth Company 2005 - January 2008
Kabloom October 2004 - March 2005
Eaton Vance April 2000 - September 2004
Skills
Leases, Property Management, Real Estate, Lease Administration, Location Intelligence, Entitlements, Disposition, Tenant, Commercial Real Estate, Corporate Real Estate, Real Estate Development, Landlords, Real Estate Transactions, Shopping Centers, Brokerage, Lease Negotiations, Tenant Representation, Asset Management, Retail Site Selection, Investment Properties, Real Estate Economics, Investment Sales, Dispositions
Education
Union College 1995 — 1999
BA, Sociology & Political Science
Jeremy McLeod's Eaton Vance Experience September 2011 - Present
Job Vice President, Attorney at Eaton Vance
Industry Investment Management
Experience
Eaton Vance September 2011 - Present
Ropes & Gray LLP September 2007 - August 2010
State Street Corporation September 2002 - August 2004
Ernst & Young November 2000 - September 2002
Saltmarsh, Cleaveland & Gund August 1999 - November 2000
Education
Boston University School of Law 2004 — 2007
J.D.
University of West Florida - College of Business 1996 — 1999
B.A., Accounting
Universität Bielefeld 1997 — 1998
Aussenwirtschaft (International Business)
Eaton Vance September 2011 - Present
Ropes & Gray LLP September 2007 - August 2010
State Street Corporation September 2002 - August 2004
Ernst & Young November 2000 - September 2002
Saltmarsh, Cleaveland & Gund August 1999 - November 2000
Education
Boston University School of Law 2004 — 2007
J.D.
University of West Florida - College of Business 1996 — 1999
B.A., Accounting
Universität Bielefeld 1997 — 1998
Aussenwirtschaft (International Business)
Andrew Nathanson's Eaton Vance Experience May 2007 - May 2008
Job Chief Compliance Officer & Legal Counsel at Suvretta Capital Management, LLC
Industry Law Practice
Experience
Suvretta Capital Management, LLC March 2014 - Present
Mirae Asset Global Investments January 2011 - March 2014
Synergy Legal Professionals December 2009 - January 2011
Eaton Vance May 2007 - May 2008
Skills
Mutual Funds, Securities Regulation, Corporate Law, Asset Managment, Investments, Asset Management
Education
Suffolk University Law School 2005 — 2008
J.D., Law
University of Wisconsin-Madison 2001 — 2005
B.S., Economics
Suvretta Capital Management, LLC March 2014 - Present
Mirae Asset Global Investments January 2011 - March 2014
Synergy Legal Professionals December 2009 - January 2011
Eaton Vance May 2007 - May 2008
Skills
Mutual Funds, Securities Regulation, Corporate Law, Asset Managment, Investments, Asset Management
Education
Suffolk University Law School 2005 — 2008
J.D., Law
University of Wisconsin-Madison 2001 — 2005
B.S., Economics
Ran Guo's Eaton Vance Experience February 2014 - Present
Job CRM Business Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance February 2014 - Present
Taxware May 2013 - October 2013
PetEdge February 2013 - May 2013
Family Equality Council November 2012 - February 2013
Oncall International December 2010 - February 2012
BITS 2010 - 2010
Skills
Microsoft Office, Customer Service, CRM, Editing, Management
Education
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Business Administration (BBA), Management Information Systems, General
acton boxborough 2004 — 2008
Eaton Vance February 2014 - Present
Taxware May 2013 - October 2013
PetEdge February 2013 - May 2013
Family Equality Council November 2012 - February 2013
Oncall International December 2010 - February 2012
BITS 2010 - 2010
Skills
Microsoft Office, Customer Service, CRM, Editing, Management
Education
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Business Administration (BBA), Management Information Systems, General
acton boxborough 2004 — 2008
Nicholas Schwartz's Eaton Vance Experience June 2013 - January 2014
Job Senior Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2014 - Present
Eaton Vance June 2013 - January 2014
Citi April 2008 - April 2012
State Street Bank February 2001 - April 2008
Skills
SQL, Data Analysis, Business Analysis, PL/SQL, Fixed Income, Eagle PACE, Project Management, Portfolio Management, SDLC, Investments, Enterprise Software, Derivatives, Mutual Funds, Equities, Microsoft Office, Internal Audit, MS Project, Auditing, SharePoint, Visio, Operations Management, Leadership
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Bachelor of Science, Finance, Information Systems
Brown Brothers Harriman June 2014 - Present
Eaton Vance June 2013 - January 2014
Citi April 2008 - April 2012
State Street Bank February 2001 - April 2008
Skills
SQL, Data Analysis, Business Analysis, PL/SQL, Fixed Income, Eagle PACE, Project Management, Portfolio Management, SDLC, Investments, Enterprise Software, Derivatives, Mutual Funds, Equities, Microsoft Office, Internal Audit, MS Project, Auditing, SharePoint, Visio, Operations Management, Leadership
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Bachelor of Science, Finance, Information Systems
Sarah Thornton's Eaton Vance Experience June 2005 - March 2008
Job Executive Assistant
Industry Hospital & Health Care
Experience
St Elisabeth Hospital August 2010 - April 2013
Beth Israel Deaconess Medical Center March 2008 - August 2010
Eaton Vance June 2005 - March 2008
Education
University of Massachusetts Dartmouth 2001 — 2005
BS, Human Resources Management/Personnel Administration, General
St Elisabeth Hospital August 2010 - April 2013
Beth Israel Deaconess Medical Center March 2008 - August 2010
Eaton Vance June 2005 - March 2008
Education
University of Massachusetts Dartmouth 2001 — 2005
BS, Human Resources Management/Personnel Administration, General
Collin Schrier's Eaton Vance Experience May 2014 - Present
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2014 - Present
Eaton Vance August 2013 - May 2014
ComDoc Xerox September 2012 - May 2013
Frankenmuth Insurance May 2012 - August 2012
University of Dayton August 2010 - August 2012
Muskegon Insurance Company 2009 - 2010
Skills
Series 7 Licensed, Series 66 Licensed, Microsoft Excel, PowerPoint, Time Management, Customer Service, Microsoft Word, Leadership, Public Speaking, Sales, Marketing, Social Media
Education
University of Dayton 2009 — 2013
Bachelor of Arts (B.A.), Communication, General
Eaton Vance May 2014 - Present
Eaton Vance August 2013 - May 2014
ComDoc Xerox September 2012 - May 2013
Frankenmuth Insurance May 2012 - August 2012
University of Dayton August 2010 - August 2012
Muskegon Insurance Company 2009 - 2010
Skills
Series 7 Licensed, Series 66 Licensed, Microsoft Excel, PowerPoint, Time Management, Customer Service, Microsoft Word, Leadership, Public Speaking, Sales, Marketing, Social Media
Education
University of Dayton 2009 — 2013
Bachelor of Arts (B.A.), Communication, General
Rick Coscia's Eaton Vance Experience April 2012 - Present
Job Assistant Vice President, Senior Institutional Marketing Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2012 - Present
Sun Life Financial October 2010 - March 2012
Pyramis Global Advisors (Fidelity Investments) September 2002 - October 2010
MFS Investment Management January 1999 - September 2002
MFS Investment Management January 1999 - January 2000
New England Funds January 1997 - January 1998
New England Funds January 1995 - January 1998
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Equities, Asset Management, Bloomberg, ETFs, Trading, Series 63, Alternative Investments, Investment Strategies, Product Development, Analytics, Product Management, Factset, PSN, Morningstar, Market Research, Institutional, Risk Management, Competitive Analysis, Performance Attribution, Institutional..., Institutional Marketing, Series 7
Education
Suffolk University - Sawyer School of Management 1996 — 1998
MBA, Finance and International Business
University of Massachusetts Boston 1990 — 1993
BS, Business Management
Eaton Vance April 2012 - Present
Sun Life Financial October 2010 - March 2012
Pyramis Global Advisors (Fidelity Investments) September 2002 - October 2010
MFS Investment Management January 1999 - September 2002
MFS Investment Management January 1999 - January 2000
New England Funds January 1997 - January 1998
New England Funds January 1995 - January 1998
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Equities, Asset Management, Bloomberg, ETFs, Trading, Series 63, Alternative Investments, Investment Strategies, Product Development, Analytics, Product Management, Factset, PSN, Morningstar, Market Research, Institutional, Risk Management, Competitive Analysis, Performance Attribution, Institutional..., Institutional Marketing, Series 7
Education
Suffolk University - Sawyer School of Management 1996 — 1998
MBA, Finance and International Business
University of Massachusetts Boston 1990 — 1993
BS, Business Management
Ganesh Ram's Eaton Vance Experience November 2009 - February 2013
Job SAP Procurement Solutions Architect
Industry Pharmaceuticals
Experience
Takeda Pharmaceuticals February 2013 - Present
Eaton Vance November 2009 - February 2013
PG&E Corporation 2007 - 2009
nVidia Corporation 2006 - 2007
GSA 2004 - 2006
Microsoft 2003 - 2004
Chiron Corporation 2003 - 2003
Resolution Performance Products 2002 - 2003
Sun Microsystems April 2000 - May 2002
Sofil Information Systems 1999 - 1999
Skills
Procurement, SAP Netweaver, SAP SRM, SAP, Strategic Sourcing, ABAP, SAP R/3, SAP ERP, Business Intelligence, Ariba Procurement..., SAP MDM, SAP Sourcing and CLM, SAP PI, SAP SRM PPS, SAP Portal, SAP MM, Leading SAP..., ECC, SAP XI, SAP Implementation
Education
Holy Cross Matriculation
University of Madras
Bachelor of Engineering (B.E.), Computer Engineering
Takeda Pharmaceuticals February 2013 - Present
Eaton Vance November 2009 - February 2013
PG&E Corporation 2007 - 2009
nVidia Corporation 2006 - 2007
GSA 2004 - 2006
Microsoft 2003 - 2004
Chiron Corporation 2003 - 2003
Resolution Performance Products 2002 - 2003
Sun Microsystems April 2000 - May 2002
Sofil Information Systems 1999 - 1999
Skills
Procurement, SAP Netweaver, SAP SRM, SAP, Strategic Sourcing, ABAP, SAP R/3, SAP ERP, Business Intelligence, Ariba Procurement..., SAP MDM, SAP Sourcing and CLM, SAP PI, SAP SRM PPS, SAP Portal, SAP MM, Leading SAP..., ECC, SAP XI, SAP Implementation
Education
Holy Cross Matriculation
University of Madras
Bachelor of Engineering (B.E.), Computer Engineering
Erin Auffrey, CIMA®'s Eaton Vance Experience March 2012 - Present
Job AVP, Associate Global Relationship Manager
Industry Investment Management
Experience
Eaton Vance March 2012 - Present
Eaton Vance March 2006 - March 2012
Eaton Vance September 2004 - March 2006
Skills
Mutual Funds, Alternative Investments, Fixed Income, Bloomberg, Equities, Asset Managment, Series 7, Investments, Asset Allocation, Investment Management, Series 63, Separately Managed..., Investment Strategies, Institutional Sales, Absolute Return, Security APL, Equity Research, Performance Attribution
Education
Union College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Marblehead High School 1996 — 2000
Eaton Vance March 2012 - Present
Eaton Vance March 2006 - March 2012
Eaton Vance September 2004 - March 2006
Skills
Mutual Funds, Alternative Investments, Fixed Income, Bloomberg, Equities, Asset Managment, Series 7, Investments, Asset Allocation, Investment Management, Series 63, Separately Managed..., Investment Strategies, Institutional Sales, Absolute Return, Security APL, Equity Research, Performance Attribution
Education
Union College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Marblehead High School 1996 — 2000
Kara Boon's Eaton Vance Experience November 2014 - Present
Job Senior Portfolio Associate, Investment Grade Fixed Income
Industry Investment Management
Experience
Eaton Vance November 2014 - Present
Eaton Vance December 2012 - Present
Eaton Vance February 2012 - December 2012
Cambridge Trust Company September 2009 - February 2012
Education
Tufts University 2005 — 2009
Bachelor of Arts, Economics/French
Tabor Academy 2002 — 2005
HS Diploma
Eaton Vance November 2014 - Present
Eaton Vance December 2012 - Present
Eaton Vance February 2012 - December 2012
Cambridge Trust Company September 2009 - February 2012
Education
Tufts University 2005 — 2009
Bachelor of Arts, Economics/French
Tabor Academy 2002 — 2005
HS Diploma
Lauren Kashmanian's Eaton Vance Experience July 2013 - Present
Job Assistant Vice President, Portfolio Manager at Eaton Vance TABS
Industry Investment Management
Experience
Eaton Vance July 2013 - Present
Eaton Vance November 2012 - Present
Eaton Vance May 2008 - June 2013
State Street June 2007 - May 2008
Skills
Fixed Income, Trading, Alternative Investments, Bonds, Fixed Income Trading, Public Finance, Microsoft Excel, Capital Markets, Economics, Securities, Mutual Funds, Asset Allocation, Investment Management, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Miami 2003 — 2007
BBA, Cum Laude, International Finance and Marketing, Legal Studies
London School of Economics and Political Science 2005 — 2005
BBA, Management, Entrepreneurship
Eaton Vance July 2013 - Present
Eaton Vance November 2012 - Present
Eaton Vance May 2008 - June 2013
State Street June 2007 - May 2008
Skills
Fixed Income, Trading, Alternative Investments, Bonds, Fixed Income Trading, Public Finance, Microsoft Excel, Capital Markets, Economics, Securities, Mutual Funds, Asset Allocation, Investment Management, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Miami 2003 — 2007
BBA, Cum Laude, International Finance and Marketing, Legal Studies
London School of Economics and Political Science 2005 — 2005
BBA, Management, Entrepreneurship
Matt Hildebrandt's Eaton Vance Experience November 2014 - Present
Job Global Sovereign Strategist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2014 - Present
J.P. Morgan May 2007 - November 2014
Federal Reserve Bank of New York July 2005 - May 2007
United States Department of Treasury January 2005 - April 2005
The United States Department of State May 2004 - August 2004
Chemonics International December 2002 - July 2003
Peace Corps September 1999 - November 2001
Skills
Financial Modeling, Economic Forecasting, Relative Value, Credit Analysis, Economic Research, Credit Risk, Emerging Markets, Economics, Investments, International Relations, Finance, Capital Markets, Analysis, Policy Analysis, Fixed Income, Sovereign Debt, Central Banks, Public Policy
Education
Johns Hopkins SAIS 2003 — 2005
Masters of International Affairs, Economics and Southeast Asia Studies
University of Michigan 1995 — 1999
Bachelor of Arts, Economics and History
Eaton Vance November 2014 - Present
J.P. Morgan May 2007 - November 2014
Federal Reserve Bank of New York July 2005 - May 2007
United States Department of Treasury January 2005 - April 2005
The United States Department of State May 2004 - August 2004
Chemonics International December 2002 - July 2003
Peace Corps September 1999 - November 2001
Skills
Financial Modeling, Economic Forecasting, Relative Value, Credit Analysis, Economic Research, Credit Risk, Emerging Markets, Economics, Investments, International Relations, Finance, Capital Markets, Analysis, Policy Analysis, Fixed Income, Sovereign Debt, Central Banks, Public Policy
Education
Johns Hopkins SAIS 2003 — 2005
Masters of International Affairs, Economics and Southeast Asia Studies
University of Michigan 1995 — 1999
Bachelor of Arts, Economics and History
Katie Harvell Petrakis's Eaton Vance Experience September 2009 - October 2010
Job Manager of Financial Reporting at Babcock Power
Industry Oil & Energy
Experience
Babcock Power October 2010 - Present
Eaton Vance September 2009 - October 2010
PwC August 2005 - September 2009
Skills
CPA, Auditing, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, General Ledger, US GAAP, Managerial Finance
Education
University of Arkansas at Fayetteville 2004 — 2005
Masters, Accounting
University of Arkansas at Fayetteville 2000 — 2004
BS, Accounting
Babcock Power October 2010 - Present
Eaton Vance September 2009 - October 2010
PwC August 2005 - September 2009
Skills
CPA, Auditing, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, General Ledger, US GAAP, Managerial Finance
Education
University of Arkansas at Fayetteville 2004 — 2005
Masters, Accounting
University of Arkansas at Fayetteville 2000 — 2004
BS, Accounting
Andrew Frenette's Eaton Vance Experience April 2006 - Present
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance April 2006 - Present
GE Capital Real Estate July 2001 - March 2006
PwC September 1996 - July 2001
Education
University of Connecticut 1992 — 1996
Bachelor of Science (BS)
Eaton Vance April 2006 - Present
GE Capital Real Estate July 2001 - March 2006
PwC September 1996 - July 2001
Education
University of Connecticut 1992 — 1996
Bachelor of Science (BS)
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group