Eaton Vance
Industry: Investment management company
DescriptionEaton Vance Corp. is one of the oldest investment management firms in the United States, with a history dating back to 1924. Eaton Vance and its affiliates offer individuals and institutions investment products and wealth management services and creation, marketing, and management of investment funds. AUM: US$422.316 billion as of 7/31/17 CEO: Thomas E. Faust Jr. (1 Nov 2007–) Headquarters: Boston, Massachusetts, United States Subsidiaries: Parametric Portfolio Associates LLC,
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Eaton Vance Employees
SADA Systems March 2015 - Present
OneSpring LLC July 2014 - March 2015
City of Hope September 2013 - July 2014
National Notary Association February 2012 - July 2013
Acelsior, Inc. March 2011 - March 2012
Booz Allen Hamilton June 2008 - March 2011
Arch Insurance Group May 2007 - August 2007
Eaton Vance December 2006 - January 2007
Victor O. Schinnerer & Co., Inc. July 2003 - July 2006
Skills
Program Management, Change Management, Program Evaluation, Data Analysis, Strategic Planning, Business Strategy, Business Analysis, Leadership, Analysis, Process Improvement, Management, Business Process, Project Planning, Strategy
Education
The College of William and Mary - The Mason School of Business 2006 — 2008
MBA, Business
American University 1999 — 2003
BA, Economics, Literature
Lincoln-Sudbury Regional High School 1996 — 1999
Pax World Management LLC December 2012 - Present
Eaton Vance November 2001 - December 2012
Tucker Anthony September 1997 - November 2001
Freedom Capital September 1996 - September 1997
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
Master of Business Administration (MBA), Finance, General
Bowdoin College 1987 — 1991
Bachelor's degree, Government/Art History
Northfield Mount Hermon 1986 — 1987
The Derryfield School 1984 — 1986
Bentley University Office of International Education September 2015 - Present
New York Life Insurance Company September 2015 - Present
Eaton Vance June 2015 - August 2015
New York Life Insurance Company May 2014 - December 2014
CollegeFashionista August 2013 - November 2014
Cambridge Isotope Laboratories, Inc. May 2014 - August 2014
Cambridge Isotope Laboratories, Inc. May 2013 - August 2013
Bentley University June 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Facebook, Public Speaking, Event Planning, Time Management, Photoshop, Social Networking, Finance, Analysis, Customer Service, SharePoint, Financial Reporting, Data Analysis, Financial Analysis, Outlook, Leadership
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science, Finance and Global Perspectives
Corvinus University of Budapest 2015 — 2015
Study Abroad
Advanced Math and Science Academy Charter School 2005 — 2012
3.94
Birch Hill Investment Advisors LLC June 2007 - Present
Seaward Management Corp 2002 - 2007
Eaton Vance 1997 - 2002
Standish Mellon Asset Management 1995 - 1997
Investor's Bank and Trust Company 1993 - 1995
Boston Scientific 1991 - 1993
Skills
Alternative Investments, Asset Management, Investments, Hedge Funds, Equities, Portfolio Management, Mutual Funds, Fixed Income, Private Equity, Financial Modeling, Asset Allocation, Valuation, Wealth Management, Financial Analysis, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business
M.B.A
Bentley University
B.S, Economics/Finance
Concord-Carlisle High School 1982 — 1986
Stealthy Startup August 2015 - Present
Arcus Solutions LLC December 2013 - August 2015
CloudStock December 2013 - August 2015
Eaton Vance June 2013 - November 2013
Eaton Vance June 2011 - June 2013
Hill Holliday June 2012 - August 2012
Northeastern University April 2009 - January 2010
Skills
User Interface Design, InDesign, Photoshop, Illustrator, Adobe Creative Suite, Advertising, Marketing, Adobe Acrobat, Mac, Logo Design, Typography, Layout, Brochures, PowerPoint, Microsoft Office, Social Media, Social Networking, Web Design, Mobile Design, Mobile Applications, User Experience Design
Education
Northeastern University 2008 — 2013
Bachelor of Fine Arts, Graphic Design
American College of Thessaloniki 2008 — 2008
Eaton Vance January 2015 - Present
Assumption College September 2012 - Present
BNY Mellon May 2013 - January 2015
North Reading Middle School June 2012 - September 2012
Carnegie Mellon PNC May 2009 - September 2012
North Reading Parks and Recreation June 2007 - August 2008
Skills
Economics, Finance, Teamwork, Accounting, Public Speaking, Research, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Microsoft Office, Higher Education, Training, Timely Decision Making, Leadership, Investments, Mac OS, Windows 7, Windows, Photoshop, Hockey, Mental Health Counseling
Education
Assumption College
Bachelor's Degree, Economics, Graduate
Eaton Vance May 2014 - May 2015
Greene LLP June 2013 - May 2015
Nixon Peabody LLP April 2007 - August 2007
General Electric Capital Solutions October 2006 - December 2006
The Office of Professor Elie Wiesel at Boston University June 2006 - August 2006
Education
Boston University School of Law 2012 — 2015
Doctor of Law (JD)
University of London International Programmes 2009 — 2010
Master of Arts (MA), International Law
Boston University 2002 — 2006
Bachelor of Arts (BA), History; Management
University of St. Andrews 2005 — 2005
Study Abroad
Welch & Forbes LLC March 2015 - Present
Eaton Vance November 2014 - March 2015
Eaton Vance August 2011 - October 2014
Economic Development & Industrial Corporation July 2010 - January 2011
Skills
Microsoft Excel, Finance, Program Management, Investments, Options, Settlement, Corporate Actions, Leadership, Bloomberg, Securities
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelors of Business Administration, Finance & Operations Management
American College of Thessaloniki
Lynn Classical High School
State Street Global Advisors (SSgA) June 2013 - Present
State Street Global Advisors (SSgA) June 2010 - May 2013
Eaton Vance July 2009 - May 2010
Skills
Bloomberg, Morningstar Direct, Lipper, FactSet, Fixed Income, Morningstar, Performance Attribution, Quantitative Analytics, Mutual Funds, Asset Allocation, Investment Management, Financial Modeling, Investment Strategies
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
Master of Science in Finance, Finance
Eaton Vance June 2013 - Present
Bentley Investment Group September 2009 - May 2013
Bentley Economics and Finance Society September 2010 - December 2012
Fidelity Investments June 2012 - August 2012
National Institutes of Health June 2007 - August 2011
Skills
Financial Modeling, Financial Analysis, Market Research, Finance, Investments, Microsoft Excel, Research, Data Analysis, Valuation
Education
Bentley University 2009 — 2013
BS, Economics and Finance, Minor in Accountancy
CFA Institute
Eaton Vance March 2014 - Present
AEW Capital Management October 2012 - February 2014
PricewaterhouseCoopers September 2010 - October 2012
OmniGuide October 2008 - August 2010
Skills
Financial Reporting, US GAAP, Accounting, Financial Analysis, GAAP, Assurance, Internal Controls, Sarbanes-Oxley Act, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
Master of Science, Accountancy
Bentley University 2007 — 2009
Bachelor of Science, Accounting
University of Massachusetts, Amherst 2005 — 2006
Eaton Vance January 2014 - Present
Eaton Vance April 2013 - January 2014
Eaton Vance January 2013 - April 2013
Charles River Development May 2012 - August 2012
Deloitte Consulting June 2011 - July 2011
Oger Emirates LLC March 2010 - May 2011
To The Top Tutoring Center June 2009 - February 2010
CCC September 2008 - September 2008
Fire Protection Engineering AS June 2008 - August 2008
Metito August 2007 - September 2007
Skills
C++, MS Office Suite, Mathematica, Matlab, R, CFA Level One, Quantitative Finance, Optimizations, Optimization, Investments, VBA, Microsoft Office, Fixed Income, Analysis, Machine Learning, Data Analysis, Entrepreneurship
Education
Boston University - School of Management 2011 — 2013
Master of Science (M.S.), Mathematical Finance
American University of Beirut 2005 — 2009
Bachelor of Engineering (BEng), Mechanical Engineering
Eaton Vance February 2015 - Present
PwC September 2011 - January 2015
UBS Global Asset Management May 2010 - August 2010
Harvard Club of Boston June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, Auditing, Microsoft Excel, US GAAP, Valuation, Due Diligence, Access, Bloomberg, PowerPoint, Corporate Finance, Microsoft Office, Microsoft Word, SEC filings, External Audit
Education
Babson College - Franklin W. Olin Graduate School of Business
MSA, Public Accounting
Babson College 2007 — 2011
Bachelor's Degree, Public Accounting
J.P. Morgan June 2015 - August 2015
Eaton Vance June 2014 - July 2014
True Run Media July 2013 - August 2013
OneCase November 2012 - May 2013
Saatchi & Saatchi May 2010 - May 2010
Australian Olympic Committee July 2008 - August 2008
Skills
Entrepreneurship, Research, Leadership, Multi-Cultural Team..., Public Speaking, Human Resources, English, Customer Service, Social Networking, Microsoft Office, Languages, Volleyball
Education
Babson College 2012 — 2016
Bachelor of Science (BSc), Business Management
Western Academy of Beijing 2006 — 2012
International Baccalaureate, HL: English, Economics, Physics, Biology. SL: Chinese, Maths
Eaton Vance June 2015 - Present
Bentley University 2014 - Present
Big City Publishing, LLC September 2014 - January 2015
CollegeFashionista August 2014 - December 2014
1800flowers.com May 2014 - August 2014
Town of North Hempstead July 2012 - August 2013
Skills
Microsoft Word, PowerPoint, Social Media, Social Networking, Microsoft Office, Marketing, Microsoft Excel, Teamwork, Oral & Written..., Event Planning, Customer Service, Time Management, Public Speaking, Philanthropy, Tutoring, Presentations, Positivity, Communication, Facebook, Microsoft PowerPoint, Leadership, Factset, HootSuite, MailChimp, Business Analysis, SAP, WordPress, Adobe Analytics
Education
Bentley University 2012 — 2016
3.5 GPA
Universitat Autònoma de Barcelona 2015 — 2015
Study Abroad Program
South Side High School 2009 — 2012
Pioneer Investments January 2013 - Present
J. Calnan & Associates, Inc. August 2011 - May 2012
Eaton Vance October 2008 - July 2011
Eaton Vance July 2005 - October 2008
Skills
Illustrator, Photoshop, InDesign, Graphic Design, Promotions, Project Management, Marketing Strategy, Branding & Identity, Graphics, Pre-press, Marketing, Press Releases, Adobe Creative Suite, Creative Direction, Direct Mail, Marketing Communications, Advertising, Email Marketing, Event Management, Brand Development, Typography
Education
Roger Williams University 2001 — 2005
Bachelors, Marketing
Art Institute of Pittsburgh 2008 — 2008
Diploma, Digital Design
Eaton Vance January 2015 - Present
New England Confectionery Company, Inc. (Necco) August 2012 - December 2014
Cooper Surgical, Inc June 2011 - August 2011
QuadraMed Corporation June 2010 - September 2010
SiriusXM Radio May 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Corporate Finance and Accounting
Eastern Bank February 2012 - June 2014
TD Bank Group August 2005 - February 2012
IFMG June 2003 - June 2005
Union Bank June 2001 - May 2003
Santa Barbara Group January 2000 - June 2001
Eaton Vance March 1994 - December 2000
Skills
Small Business Lending, Financial Analysis, Credit, Banking
Education
Southern New Hampshire University 2002 — 2011
Global MBA, Global Business
Bentley University 1993 — 1996
Bachelor, Finance
Data Hub Corp November 2004 - Present
Eaton Vance February 2005 - Present
The Warren Group February 2003 - December 2009
Target Labs, Inc. 2001 - 2002
Caliper Life Sciences April 2000 - November 2001
Skills
Agile Methodologies, JavaScript, Microsoft SQL Server, Project Management, SQL, C#, ASP.NET, Software Development, Programming, Databases, Software Project..., Java, XML, Web Services, Management, Oracle, Integration, Business Analysis
Education
Boston University 2006 — 2009
MS in Administrative Studes, Financial Economics
Donec'kij Nacional'nij Tehnicnij Universitet 1991 — 1996
MS, Computer Science
Eaton Vance 2013 - 2015
Advanced Thermal Solutions 2012 - 2013
Mobile app. Stealth Startup 2011 - 2012
SaaS Stealth Startup 2010 - 2012
Techfusion Corp. 2007 - 2010
Designer Groups Co. 2002 - 2007
Skills
Solution Architecture, Web Applications, AWS, Amazon Web Services..., OOP, JavaScript, DevOps, Agile Methodologies, CSS, jQuery, JSON, SEM, Web Design, HTML, AJAX, Cloud Computing, jQuery UI, E-commerce, Git, Web Analytics, IIS, Scrum, Test Driven Development, Start-ups, REST, Apache, PHP, MXML, jQuery Mobile, Extreme Programming, MVC, Data Driven Testing, Design Patterns, Adobe Creative Suite, Eclipse, Wireframes, Bootstrapping, Backbone.js, Node.js, SASS, BDD, Software Development, SQL, MySQL, Python, Linux
Education
Amirkabir University of Technology - Tehran Polytechnic
BSEE
Marcum LLP December 2014 - Present
DiCicco, Gulman & Company September 2012 - December 2014
Eaton Vance November 2010 - September 2012
Braver PC November 2005 - November 2010
Cullen & Murphy 2004 - 2005
Skills
Accounting, Auditing, Financial Reporting, GAAP, Real Estate Transactions, Corporate Tax, CPA, Financial Accounting, Internal Controls, US GAAP, Financial Statements, Tax Preparation, Tax, General Ledger, Income Tax, Tax Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA Candidate
University of Massachusetts Boston 2002 — 2005
BS, Accounting
Università degli Studi 'Gabriele d'Annunzio' di Chieti
Acadian Asset Management May 2014 - Present
Wellington Management May 2011 - May 2014
Silverwood Partners December 2010 - May 2011
Eaton Vance July 2008 - December 2010
Skills
Alternative Investments, Fixed Income, Marketing Communications, Research, Data Analysis
Education
Bates College 2004 — 2008
B.A., Economics, Chinese
milton academy 2000 — 2004
high school
DS
Biogen Idec January 2014 - Present
PwC July 2011 - January 2014
Bentley University September 2010 - July 2011
Bentley University August 2007 - May 2011
PricewaterhouseCoopers June 2010 - August 2010
Bentley University September 2007 - May 2010
PricewaterhouseCoopers June 2009 - August 2009
Eaton Vance June 2008 - August 2008
Michaels Arts and Crafts August 2005 - January 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Accounting, Customer Service, IT Audit, SSAE 16, Event Planning, Auditing, Internal Controls, Access, Sarbanes-Oxley Act
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
MBA
Bentley University 2006 — 2010
BS
East Longmeadow High School 2002 — 2006
Diploma
Olmstead Associates September 1995 - Present
Eaton Vance March 2012 - Present
State Street September 2011 - March 2012
Eaton Vance 2008 - 2011
FRIAG April 2003 - May 2008
fidelity investments 2003 - 2008
Fidleity Investments 2003 - 2008
TD BankNorth Garden Security 1999 - 2003
Boston Safe Deposit and Trust March 1988 - April 1995
Mellon bank 1991 - 1993
Skills
Financial Services, Mutual Funds, Securities, Risk Management, Business Analysis, Vendor Management, PMO, Business Process, Equities, Project Management, Fixed Income, Requirements Gathering, Requirements Analysis, Business Process..., Back Office, Banking, Derivatives, Settlement, Business Requirements, SDLC, Analysis, Strategic Planning, Corporate Actions, Fund Accounting, Hedge Funds, Portfolio Management
Education
Assumption College 1980 — 1984
BA, Political Science
Saint Johns high School Shrewsbury 1976 — 1980
Saint Stephens Junior High 1974 — 1976
Cresa August 2012 - Present
UGL Services - Equis Operations September 2010 - August 2012
UGL Equis May 2008 - October 2010
Boston Properties September 2006 - May 2007
Eaton Vance May 2006 - August 2006
Skills
Due Diligence, Valuation, Asset Managment, Forecasting, Brokerage, Location Intelligence, Disposition, Corporate Real Estate, Real Estate Development, Real Estate Economics, Financial Modeling, Real Estate Transactions, Lease Negotiations, Commercial Real Estate, Leases, Tenant Representation, Asset Management, Financial Analysis, Dispositions
Education
Babson College 2003 — 2007
Business Management, Finance
Fidelity Investments December 2014 - May 2015
Provant April 2014 - September 2014
Eaton Vance July 2013 - September 2013
Blue Cross Blue Shield of Massachusetts December 2012 - July 2013
Dell SecureWorks February 2011 - October 2012
SecureWorks, Inc. October 2009 - February 2011
Private Entity February 2009 - September 2009
Ascend Consulting February 2008 - February 2009
Fidelity Investments March 2008 - November 2008
IBM Global Business Services September 2005 - February 2008
Skills
SDLC, Business Process..., Vendor Management, Business Analysis, Process Engineering, Project Portfolio..., Software Project..., Program Management, Professional Services, Outsourcing, Risk Management, Management Consulting, Process Improvement, Project Implementation, Requirements Gathering, RFP, Business Process, Agile Methodologies, Agile Project Management, Scrum, Cloud Computing, Cloud Security, Data Warehousing, Portal Technologies, Metrics Reporting, Performance Metrics, KPI Dashboards, EPM, JIRA, Confluence, IT Operations, Change Management, Release Management, Quality Management, Program Management..., Project Management, Volunteering, Solution Implementation, Cross-functional Team..., Project Coordination, Project Planning, PMP, Enterprise Software, CRM, Product Management, Quality Assurance, PMO, Requirements Analysis, Security, Integration
Education
Johnson and Wales University 1990 — 1992
MS, Managerial Technology
Rhode Island College 1978 — 1980
Bachelor of Arts (BA), Political Science and Government
Assumption College 1976 — 1978
American History (United States)
Mount Saint Charles Academy 1971 — 1976
High School, College Preparation
Delaware Life Insurance Company 2013 - Present
Sun Life Financial 2010 - 2013
Sun Capital Advisers LLC 1998 - 2010
PricewaterhouseCoopers LLP 1996 - 1998
Eaton Vance 1991 - 1996
Deloitte & Touche 1987 - 1991
Skills
Mutual Funds, Accounting/Finance, Investment Operations, Investment Advisory, Internal Controls, Valuation, Investments, Finance, Financial Services, Strategic Financial..., Asset Management, Financial Reporting, Auditing, Financial Analysis, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
Master of Science (MS), Taxation
Bentley College 1980 — 1984
Bachelors of Science, Accounting
RBS Citizens June 2014 - Present
RBS Citizens Financial Group June 2013 - Present
Eaton Vance June 2012 - August 2012
Spang Builders, Inc. July 2006 - June 2012
Education
Babson College 2010 — 2013
Bachelor of Science (BS), Business Administration and Management with concentrations in Finance and Entrepreneurship
Eaton Vance June 2015 - Present
Commonwealth Financial Network May 2014 - August 2014
Crescent Capital Group July 2013 - August 2013
Suffolk County District Attorney's Office June 2013 - August 2013
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.)
Reading Memorial High School 2007 — 2011
Titcomb Brothers Manufacturing June 2010 - Present
Titcomb's Bookshop June 2001 - December 2010
Credit Suisse First Boston November 1999 - September 2000
Deutsche Bank 1993 - 1999
Eaton Vance 1990 - 1992
Skills
Analysis, Microsoft Office, Data Analysis, Microsoft Excel, Sales Management, Equity Research, Customer Service, Research, Construction, Negotiation, Contract Negotiation, Construction Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
Master of Business Administration (MBA), Finance, General
Simmons College 1987 — 1989
Bachelor of Arts (B.A.), Economics
Servpro of Portland / South Portland Sales ManagerPreferred Freezer Services2003 - 2005
Eaton Vance 2001 - 2003
Skills
New Business Development, Restoration, Operations Management, Construction, Water Damage, Marketing, Sales Management, Account Management, Marketing Strategy, Strategic Planning, Contract Negotiation, Construction Management, Selling, Team Building, Small Business, Sales, Project Management, Negotiation, Sales Operations, Direct Sales, Business Development, Budgets, Customer Service
Education
Appalachian State University 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Advertising
EMC July 2014 - Present
Eaton Vance September 2013 - May 2014
Babson College March 2011 - April 2014
Cornerstone Financial Strategies May 2013 - August 2013
Miller Mortgage LLC May 2012 - August 2012
Raytheon BBN Technology March 2012 - May 2012
Yeah! Media July 2011 - July 2011
Sunova Lenses January 2011 - April 2011
Biotechan July 2010 - August 2010
Skills
Matlab, VBA, Palisade Decision..., Excel Solver, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Entrepreneurship, Public Speaking, Non-Profit, Financial Modeling, Optimization Modeling, statistical analysis, Fundraising, Analysis, Statistics, Research, PowerPoint, Spanish, Leadership
Education
Babson College 2010 — 2014
Bachelors of Science, Statistical Modeling / Business Management
Universidad de Alicante 2012 — 2012
Semester Abroad Fall 2012, Alicante, Spain
East Brunswick High School 2007 — 2010
High School Diploma
Eaton Vance November 2013 - Present
Skills
Enterprise Mobility, Mobile Technology, SQL, Business Intelligence, Software Development, Business Analysis, SDLC, Microsoft SQL Server, Agile Methodologies, Software Project..., Data Warehousing
Education
Harvard University 2009 — 2014
Master of Liberal Arts, Information Technology, Harvard University Extension School, Information Management Systems
Babson College 2005 — 2007
Bachelor of Science in Business Administration, Entrepreneurship, Finance, IT
Eaton Vance July 2014 - Present
Gage & Wilson, a financial advisory practice of Ameriprise Financial Services, Inc. September 2012 - July 2014
New England Sports Network May 2012 - September 2012
New England Sports Network January 2012 - May 2012
Bentley University September 2008 - May 2012
Gage & Wilson, a financial advisory practice of Ameriprise Financial Services, Inc. August 2010 - January 2012
New England Sports Network September 2011 - December 2011
Entercom Radio December 2010 - March 2011
Education
Bentley University 2008 — 2012
BS, Information Design and Corporate Communications, Quantitative Perspectives, Global Studies
Royal Melbourne Institute of Technology
Sentinel Funds January 2013 - Present
Champlain College July 2010 - Present
Sterling Valley Consulting LLC April 2009 - Present
Eaton Vance October 2007 - June 2008
Natixis Global Associates September 2004 - October 2007
Natixis Global Associates November 1997 - September 2004
Funds Distributor, Inc. April 1994 - November 1997
The Boston Company February 1992 - April 1994
Ropes & Gray LLP April 1990 - February 1992
Sidley Austin August 1989 - April 1990
Skills
Mergers, Asset Management, Mutual Funds, Investments, Compliance, Due Diligence, Contract Negotiation, Strategic Planning, Business Strategy, Securities, Public Speaking, Series 7, Financial Planning, Hedge Funds, Alternative Investments, Fundraising, Corporate Governance, Investment Advisory, Business Development, Risk Management, Financial Services, Asset Managment, Management, Strategic Financial..., Mergers & Acquisitions, Analysis, Leadership, Start-ups, Portfolio Management, Finance, Financial Analysis, Private Equity, Financial Modeling, Marketing
Education
Duke University School of Law 1986 — 1989
JD, Law
Duke Unviversity - Sanford School of Public Policy 1986 — 1989
MA, Public Policy
Assumption College 1982 — 1986
BA, Economics, Political Science
BJ's Wholesale Club February 2009 - Present
Eaton Vance March 2008 - February 2009
Omgeo, LLC October 2006 - March 2008
Mindful Things Consulting January 2002 - October 2006
CA Technologies January 2000 - September 2002
AVID Technology September 1997 - October 1999
Progress Software January 1995 - May 1997
Digital Equipment Corporation August 1981 - June 1994
Skills
Business Process..., Change Management, Project Management, Business Process..., Business Intelligence, Cross-functional Team..., Business Process, CRM, Program Management, Process Improvement, Integration, Strategy, Leadership, Management, Business Strategy, PMO, Strategic Planning, PMP, Project Portfolio..., Consulting, Forecasting, Enterprise Software, Software Documentation, SDLC, Human Resources, Requirements Analysis, Software Project..., Business Analysis, IT Strategy
Education
Babson College 1990 — 1991
Exec Mgmt
University of Massachusetts Lowell 1981 — 1985
MBA
State Street April 2012 - Present
Eaton Vance December 2011 - March 2012
GID Investment Advisers LLC March 2008 - November 2011
Municipal Mortgage & Equity January 2005 - February 2008
AEW Capital Management June 2000 - January 2005
Ziner & Company December 1993 - June 2000
American Express Tax & Business Services 1998 - 2000
Skills
Accounting, Real Estate, Supervisory Experience, Performance Measurement, GAAP, Financial Reporting, Excel, Investment Properties, Private Equity, IFRS, Internal Controls, Microsoft Excel, Auditing, Finance, Forecasting, Financial Analysis, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1993
MBA, Accountancy
Union College 1985 — 1989
BA, Political Science/History
Cervello June 2015 - Present
Cervello July 2013 - June 2015
ADI Strategies August 2010 - July 2013
Eaton Vance April 2008 - August 2010
State Street Corporation April 2005 - April 2008
Palladium Group, Inc. April 2001 - March 2005
Razorfish June 2000 - April 2001
Skills
Business Intelligence, OBIEE, Essbase, Hyperion Planning, Hyperion, EPM, DRM, OBIA, OLAP, Oracle, Business Analysis, Master Data Management, Requirements Gathering, Analytics, Project Management, Business Analytics, CRM, Dashboard, SDLC, Consulting
Education
Babson College 1996 — 2000
B.S., Management Information Systems
MassMutual Financial Group October 2014 - Present
Eaton Vance May 2013 - October 2014
Santander Securities September 2012 - May 2013
ING Nederland August 2007 - January 2012
MassMutual Financial Group February 2004 - May 2007
MassMutual Financial Group September 2001 - February 2004
Skills
Mutual Funds, Risk Management, Insurance, Financial Services, Series 7
Education
American International College 2002 — 2006
Bachelor of Arts (BA)
eSecLending August 2014 - Present
KPMG November 2012 - July 2014
Massachusetts Bar Association, Young Lawyers Division September 2011 - September 2013
Middlesex Savings Bank August 2011 - November 2012
Leader Bank November 2010 - July 2011
Eaton Vance October 2010 - November 2010
Lawson & Weitzen, LLP August 2008 - June 2010
Exemplar Law Partners, LLC May 2008 - August 2008
Skills
Russian, Spanish, Westlaw, LexisNexis, Outlook, Word, Excel, Access, Lotus Notes, QuarkXPress, Corporate Law, Banking Law, Compliance, Regulatory Agencies, Due Diligence, Banking, PowerPoint, Securities, Real Estate, Analysis, Licensing, Corporate Finance, Legal Compliance, Corporate Governance, Legal Writing, Financial Analysis, Risk Management, Insurance, Microsoft Excel, Loans, Bankruptcy, Financial Modeling, Securities Regulation, Litigation, Credit, Microsoft Word, Mergers & Acquisitions, Capital Markets, Finance, Investments, Legal Research, Mortgage Lending, Commercial Lending, Joint Ventures, Commercial Litigation, Negotiation, Private Equity, Commercial Banking, Financial Services, Research
Education
Suffolk University Law School 2007 — 2010
J.D.
Bentley University 2004 — 2007
Bachelors, Economics-Finance
Figmints Digital Creative Marketing August 2015 - Present
Venture for America May 2015 - Present
St.GallenBodenseeArea December 2014 - April 2015
Babson College 2012 - 2015
General Catalyst Partners September 2014 - December 2014
Eaton Vance June 2014 - July 2014
Janji May 2013 - July 2013
MixItMug 2012 - 2013
Education
Babson College
Bachelor of Science in Business Administration, Entrepreneurship/Marketing, Summa Cum Laude
The London School of Economics and Political Science (LSE)
Honors Program Summer Study Abroad Experience
Shields & Company July 2014 - Present
Bates College October 2011 - May 2014
Eaton Vance June 2013 - August 2013
CiDRA Corporate Services May 2012 - August 2012
Community Voice Channel 2005 - 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Final Cut Pro, Marketing, Bloomberg Terminal, Microsoft Office, Outlook, Photoshop, InDesign, Illustrator, Adobe Acrobat, Microsoft Publisher, Salesforce.com, Wordpress, Drupal, Matlab, Eagle Scout, Black Mountain Systems, Nonprofits, Research, Access, Analysis, WordPress, Public Speaking, Sales
Education
Bates College 2010 — 2014
Bachelor's degree, Economics, Mathematics
Trinity College - Rome Campus 2013 — 2013
Phillips Exeter Academy 2008 — 2010
Artisan Partners July 2015 - Present
Windrose Advisors May 2014 - May 2015
Bentley Investment Group October 2012 - 2015
Loop Capital Markets June 2013 - August 2013
Eaton Vance June 2012 - August 2012
Nike June 2010 - August 2012
Entrepreneur January 2008 - August 2012
Procter & Gamble April 2012 - April 2012
Education
Bentley University
Economics-Finance
John D. O'Bryant School of Math and Science 2005 — 2011
H.S. Diploma
Zipcar October 2014 - Present
Metis New Economy Skills Training June 2014 - August 2014
DBI Woodworks Inc. September 2013 - June 2014
Rock Spot Climbing Gym April 2013 - October 2013
Covidien November 2012 - March 2013
2020 Women on Boards January 2011 - July 2012
Eaton Vance June 2011 - October 2011
Bentley Babysitters September 2010 - May 2011
Avenue100 Media Solutions, Inc September 2010 - December 2010
Skills
Databases, Market Research, Market Analysis, Java, JavaScript, SQL, SQL Server, Oracle SQL, OBIEE, Project Planning, Project Implementation, Project Execution, Project Delivery, HTML, Web Analytics, Google Analytics, Business Analysis, Business Intelligence, Analytics, Data Analysis, UML, Microsoft Office, Excel, Google Adwords, Adsense, SPSS, Usability Testing, Linux, Object Oriented Design, Object Oriented Modeling, Kernel, XML, Apache, Python, Unix Shell Scripting, Unix, Ruby on Rails, Leadership, CSS, Ruby, Github
Education
Bentley University 2008 — 2012
Computer Information Systems
Bishop Feehan High School 2004 — 2008
www.chanchanliu.com November 2012 - Present
Eaton Vance July 2013 - December 2013
Kingston Gallery January 2013 - January 2013
Sophia Ainslie "In Person" December 2012 - January 2013
European Day Charity May 2009 - May 2009
Skills
Adobe CS 6, SketchUp, Microsoft Office, Customer Service, Photoshop, Social Media, Teamwork, Public Speaking, Communication, English, Chinese, Fashion, Art, Creative Direction, Graphics, Illustrator, InDesign, Layout, Drawing, Graphic Design, Photography, Logo Design, Adobe Creative Suite, HTML
Education
Northeastern University 2011 — 2015
BFA of Graphic Design, Design and Applied Arts
Ball State University 2009 — 2010
Bachelor's degree, Business Administration and Management, General
Alliance Francaise de Chengdu 2008 — 2009
French, French Language and Literature
Robeco Boston Partners May 2010 - Present
Eaton Vance March 2006 - May 2010
Meketa Investment Group April 2005 - March 2006
Pegasus Investments June 2004 - December 2004
The Boston Company Asset Management, LLC August 1999 - June 2004
Putnam Investments February 1996 - August 1999
Skills
Equities, Investments, Equity Research, Trading, Portfolio Management, Bloomberg, Hedge Funds, Investment Management, Mutual Funds, Options, Emerging Markets, Asset Allocation, Structured Finance, Mergers & Acquisitions, Alternative Investments, Chartered Financial..., Fixed Income, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2003
Masters of Science
Stonehill College 1994 — 1998
BA
Stonehill College 1994 — 1998
BS
Oliver Ames
Eaton Vance March 2015 - Present
Eaton Vance April 2014 - March 2015
State Street February 2014 - April 2014
State Street August 2013 - February 2014
Merrill Lynch August 2012 - December 2012
Skills
Wealth Management, Investment Management, Investments, Fixed Income, Asset Allocation, Mutual Funds, Finance, Analysis, Microsoft Excel
Education
Duke University Graduate School 2011 — 2013
Masters of Arts
Duke University 2007 — 2011
Bachelor of Arts, History; Cultural Anthropology, Cultural Anthropology
Eaton Vance January 2013 - Present
Eaton Vance January 2013 - October 2014
Deloitte June 2011 - December 2012
PricewaterhouseCoopers August 2003 - June 2011
PricewaterhouseCoopers LLP August 2003 - June 2010
PricewaterhouseCoopers LLP August 2003 - September 2007
Skills
Corporate Finance, CPA, Property Tax, Tax, SEC filings, Corporate Tax, GAAP, Sarbanes-Oxley Act, US GAAP, Income Tax, Auditing, International Tax, Tax Accounting, Internal Controls, Tax Research, Big 4, Financial Reporting, Accounting, Assurance, Partnership Taxation, External Audit, SEC Filings
Education
Babson College
Masters
Pinkerton Academy
Fairway Independent Mortgage Corporation November 2012 - Present
Eaton Vance September 2006 - November 2012
Ernst & Young LLP 2003 - 2006
Skills
Asset Management, Credit, Credit Analysis, Due Diligence, Finance, Financial Analysis, Financial Modeling, Investments, Loans, Mortgage Lending, Real Estate, Portfolio Management, Loan Origination
Education
Bentley University
Master of Taxation
Bentley University
Bachelor of Science, Accounting
Allied Integrated Marketing June 2015 - Present
Eaton Vance March 2013 - June 2015
Global Montello Group LLC August 2012 - March 2013
Simsbury Soccer Club August 2010 - November 2012
Make-A-Wish Foundation of Connecticut May 2011 - October 2012
COCC February 2011 - August 2012
COCC May 2010 - January 2011
Hamilton Sundstrand June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Access, Microsoft Word, PowerPoint, Outlook, Auditing, Financial Accounting
Education
Bentley University 2006 — 2010
Bachelor of Science, Accounting
Simsbury High School 2002 — 2006
Athena Capital 2004 - Present
Colorado PERA 2000 - 2004
Eaton Vance 1998 - 2000
Cahners Economics 1997 - 1997
Skills
Asset Allocation, Wealth Management, Alternative Investments, Family Office, Strategic Financial..., Economic Research, Financial Risk, Global Investment..., Endowment Funds, Global Macro, Macroeconomics, Fixed Income, Emerging Markets
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Dartmouth College
BA, Economics
Eaton Vance 2005 - Present
Eaton Vance Management Pricing AnalystPricewaterhouseCoopers2000 - 2005
Skills
Fixed Income, Bloomberg, Equities, Asset Management, Alternative Investments, Investment Management, Mutual Funds
Education
Bentley University 1994 — 1997
Eaton Vance September 2012 - Present
Eaton Vance February 2007 - September 2012
Eaton Vance September 2002 - February 2007
Skills
Series 24, Asset Managment, Sales, Wholesale, Sales Management
Education
Bentley University 1998 — 2002
BS, Finance
CBRE/New England April 2015 - Present
Eaton Vance June 2014 - August 2014
Clarity Capital Partners May 2013 - August 2013
Groe Advisors LLC November 2012 - March 2013
Sports 1 Marketing- Warren Moon Enterprises May 2012 - September 2012
Waste No More September 2011 - May 2012
Skills
Management, Microsoft Office, Public Relations
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Finance
Dana Hills High School 2007 — 2011
Eaton Vance May 2014 - Present
K.A. Recruiting, Inc. January 2014 - April 2014
Grand Circle Corporation June 2013 - August 2013
Skills
Economics, Microsoft Excel, Microsoft Word, Data Analysis, PowerPoint, Time Management, Crystal Ball, Morningstar, Access, Public Speaking, Microsoft Office, Teamwork, Customer Service, Leadership, SPSS
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Managerial Economics
Salem High 2006 — 2010
Eaton Vance June 2013 - Present
Philpott Ball & Werner, Inc. January 2013 - May 2013
Bentley University July 2010 - May 2013
Maffe Financial Group April 2012 - January 2013
Skills
Financial Analysis, Economics, PowerPoint, Data Analysis, Finance, Investments, Bloomberg Terminal, Microsoft Office, Outlook, Microsoft Excel, Customer Service, Investment Banking, Market Research, Derivatives, Equity Research, Microsoft Word, Public Speaking, Teamwork, Leadership, Financial Markets, Macroeconomics, Capital Markets, Social Media, Public Relations, Time Management, Bloomberg, Financial Modeling, Valuation
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Finance Major, Economics Minor, 3.83
Crescent Capital Group March 2015 - Present
Fidelity Investments July 2013 - March 2015
Hughey Center for Financial Services September 2012 - May 2013
Eaton Vance June 2012 - September 2012
Talon Asset Management, LLC June 2010 - August 2011
Skills
Bloomberg, Capital IQ, Microsoft Excel, Microsoft Word, Outlook, Finance, Portfolio Management, Investments, Trading, Analysis, Financial Modeling, Competitive Analysis, Microsoft Office, Financial Analysis, PowerPoint, Mutual Funds, Bloomberg Terminal
Education
Bentley University 2009 — 2013
B.S., Finance
The University of Manchester 2011 — 2011
Skaneateles High School 2005 — 2009
Eaton Vance April 2008 - Present
BlackRock November 2003 - April 2008
Natixis Asset Management Advisors Group April 2002 - November 2003
Education
Bates College 1993 — 1997
BA, Psychology
The Rivers School
Wilkins Investment Counsel, Inc. 1997 - Present
Eaton Vance 1993 - 1997
Skills
Asset Managment, Investments, Mutual Funds, Fixed Income, Portfolio Management, Equities, Capital Markets, Valuation, Financial Analysis, Financial Modeling, Asset Allocation, Business Strategy, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Bates College
Bachelor of Arts (B.A.), Economics
Eaton Vance September 2001 - Present
Atlanta Capital Management June 1998 - Present
PNC Equity Advisors 1997 - 1998
Skills
Asset Managment, Asset Allocation, Alternative Investments, Investments, Portfolio Management, Separately Managed..., Mutual Funds, ETFs, High Net Worth..., Relationship Management, Bonds, Private Equity, Investment Strategies, Wealth Management..., Fixed Income, Asset Management, Investment Advisory, Financial Services, Funding, Securities, FINRA, Wealth Management, Investment Management, Equities, Financial Advisory
Education
Albright College 1992 — 1997
BS, Political Science & Finance
Eze Software Group August 2015 - Present
OneShield May 2014 - August 2015
Eaton Vance July 2013 - August 2013
Charity Challenge November 2011 - May 2012
Skills
Management Consulting, Leadership, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, Entrepreneurship, Social Media Marketing, Market Research, Social Networking, Marketing
Education
Babson College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Economics
Eaton Vance October 2007 - Present
Education
Bentley University 2003 — 2007
Eaton Vance 2011 - Present
State Street Bank May 2010 - December 2010
State Street Bank June 2006 - May 2010
Thomas Direct Sales September 2005 - December 2005
Skills
Investments, Management, Portfolio Management, Program Management, Banking, Forecasting, Sales, Marketing, Mutual Funds, Asset Management, Financial Analysis
Education
Bentley University 2008 — 2011
MBA, Marketing and Management
Montclair State University 2002 — 2006
B.A, Business Administration; Marketing and Management Skills
RBC Capital Markets June 2015 - Present
United Technologies August 2012 - July 2014
United Technologies July 2010 - August 2012
Eaton Vance August 2009 - December 2009
Boston Scientific June 2009 - August 2009
Merrill Lynch July 2008 - September 2008
Skills
Finance, Access, Financial Analysis, Hyperion Enterprise, Microsoft Office, Microsoft Excel, PowerPoint, SAP, Financial Modeling, Financial Reporting, Strategic Financial..., Consolidation, Data Analysis, Accounting, Forecasting, Sarbanes-Oxley Act, Excel Pivot, Essbase, Valuation, Analysis, Variance Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Bentley University 2006 — 2010
Bachelor of Science (BSc), Finance, Quantitative Perspectives
The London School of Economics and Political Science (LSE) 2007 — 2007
Statistics
CFA Program
Passed Level I of the CFA Program
US Trust March 2013 - Present
Eaton Vance November 2009 - March 2013
Eaton Vance August 2007 - November 2009
Skills
Fixed Income
Education
Babson College 2003 — 2007
BS, Finance
Brooks School 1999 — 2003
Diploma
Eaton Vance April 2013 - Present
PwC September 2011 - April 2013
PricewaterhouseCoopers LLP June 2010 - August 2010
Ted Heywood & Company Landscapes May 2008 - July 2009
Bentley University June 2008 - June 2008
Skills
Auditing, Accounting, Internal Controls, Assurance, QuickBooks, Analysis, SAP, Financial Reporting, Sarbanes-Oxley Act
Education
Bentley University 2007 — 2011
Bachelor of Science (BS), Accountancy & Computer Information Systems, Magna Cum Laude
University College Dublin 2010 — 2010
BS, Business
Eaton Vance September 2014 - Present
Pioneer Investments December 2012 - September 2014
Brown Brothers Harriman October 2011 - November 2012
Q-Biz Solutions, LLC June 2010 - September 2011
Cranmore Mountain Resort December 2010 - March 2011
Skills
Microsoft Office, Budgets, Microsoft Excel, Auditing, Management, Financial Reporting, PowerPoint, Internal Audit, Financial Accounting, Cash Flow, Teamwork, Access, Account Reconciliation, Financial Analysis, Analysis, GAAP, Outlook, Payroll, Risk Management, Financial Statements, Accounting, Microsoft Word, Investments, Series 7
Education
Assumption College 2010 — 2012
MBA, Accounting and Management, 3.8 GPA
Assumption College 2006 — 2010
BA, Accounting and Economics
Eaton Vance June 2015 - August 2015
One Energy Inc. May 2013 - August 2014
Skills
Peachtree, QuickBooks, Microsoft Dynamics GP, Microsoft Office, Create, analyze, and..., Public Speaking, Accounting, Social Media, Teamwork, Microsoft Word, Microsoft Excel, Microsoft Powerpoint
Education
Bentley University 2013 — 2016
Working towards Bachelor of Science, Accounting, minor Computer Information Systems, 3.7
University of Massachusetts, Amherst 2012 — 2013
3.61
Eaton Vance August 2015 - Present
Sentinel Investments September 2014 - August 2015
Skills
Mutual Funds, Asset Management, Asset Allocation, Investments, Securities, Equities, Investment Strategies, Series 6, Series 63
Education
Norwich University 2010 — 2014
Bachelor's Degree, Business Administration (Finance and Economics)
American University 2012 — 2012
Washington Semester Program, Global Economics and International Business
Concord-Carlisle High School 2006 — 2010
Concord, MA
Eaton Vance December 2014 - Present
Eaton Vance February 2012 - November 2014
Sun Life Financial Distributors March 2010 - February 2012
Fidelity Investments November 2009 - March 2010
Morgan Stanley Smith Barney May 2008 - August 2008
The GolfZone May 2007 - August 2007
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship and Investments
Stetson University 2005 — 2009
BA, Finance
Eaton Vance 2007 - Present
Skills
Business Continuity, Financial Services, Disaster Recovery, Project Management, Risk Management, Crisis Management, Vendor Management, Operational Risk..., Program Management, Data Center, Security, Business Continuity..., Incident Management, Business Intelligence, IT Strategy, Business Analysis, Information Technology, IT Service Management, IT Management, SDLC, ITIL, IT Operations, Governance, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
MBA, Magna Cum Laude
University of Wisconsin-Madison 1984 — 1988
B.S., Economics
Eaton Vance May 2009 - Present
Eaton Vance Management July 2006 - May 2009
Eaton Vance Management January 2005 - August 2006
Eaton Vance Management June 2000 - January 2005
Skills
Investments, Financial Analysis, Valuation, Debt, Asset Managment, Financial Modeling, Due Diligence, Portfolio Management, Financial Reporting, Accounting, Budget
Education
Saint Bonaventure University 1996 — 2000
BBA, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MSF, Finance
Eaton Vance December 2008 - Present
Lightower Fiber Networks July 2007 - December 2008
Lionbridge Technologies, Inc. June 2006 - July 2007
HP Hood LLC January 2006 - June 2006
Art Technology Group, Inc. March 2005 - December 2005
Cognex Corporation November 2002 - March 2005
Stream International April 1999 - November 2002
Stream International Inc. June 1997 - April 1999
Skills
SEC filings, Insurance, Forecasting, Mergers, Financial Modeling, Financial Reporting, Finance, Cash Management, Corporate Finance, Financial Analysis, Certified Treasury..., Hyperion Enterprise, Process Improvement, Treasury Management, Revenue Recognition, Sarbanes-Oxley Act, Accounting, Treasury Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2007
Bentley University 1999 — 2003
B.S.
Eaton Vance November 2013 - Present
Pearson North America March 2012 - November 2013
Oliver Wyman 2011 - 2012
Oliver Wyman Group January 2008 - 2011
Oliver Wyman 2007 - 2011
Patriot Energy Group May 2006 - June 2007
Patriot Energy Group July 2006 - May 2007
The Dolben Company June 2005 - June 2006
The Dolben Companies May 2005 - May 2006
Designated REALTOR July 2003 - 2005
Skills
Analysis, Management, Strategy
Education
Babson College 2001 — 2005
Babson College 2001 — 2005
Bachelor of Science, Business Management
Trillium August 2010 - Present
Highmount Capital September 2009 - September 2010
Babson College Fund May 2008 - September 2009
Eaton Vance June 2008 - August 2008
Dolmat Connell and Partners November 2007 - May 2008
Thomson Reuters June 2007 - August 2007
Pawspot.com September 2006 - June 2007
Ameriprise Financial January 2007 - April 2007
Massey Knakal Realty Services September 2004 - August 2006
Education
Babson College 2005 — 2009
Eaton Vance August 2011 - Present
Mellon Capital Management August 2010 - August 2011
Mellon Capital Management July 2001 - August 2010
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
Pioneer Investments 1999 - 2000
Russell/Mellon 1995 - 1999
Skills
Investments, Asset Managment, Asset Allocation, Series 7, Equities, Alternative Investments, Securities, Hedge Funds, Series 63, Bloomberg, Asset Management, Capital Markets, Derivatives, Fixed Income, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
MBA, Finance
University of Massachusetts, Amherst 1988 — 1991
BA, Political Science
PanAgora Asset Management March 2014 - November 2014
PanAgora Asset Management March 2014 - November 2014
Brown Brothers Harriman November 2011 - March 2014
Bank of New York Mellon – Boston, MA July 2010 - November 2011
Eaton Vance November 2007 - July 2008
Eaton Vance January 2006 - October 2007
Fidelity Investments November 2004 - December 2005
Fidelity Investments May 2004 - October 2004
Dreyfus March 2004 - May 2004
Dreyfus 2004 - 2004
Skills
Charles River IMS, Strategic Planning, Risk Management, Bloomberg, Portfolio Management, Analysis, Trading Systems, Fixed Income, Electronic Trading, Back Office, Investment Management, CRD, Trading, Requirements Analysis, Equities, Project Management, Market Data, Middle Office, Management, Leadership, Equity Trading, Order Management
Education
Babson College 1990 — 1994
Bachelor of Applied Science (BASc), Finance Investments
Eaton Vance April 2014 - Present
GW&K Investment Management December 2008 - April 2014
Merrill Lynch April 2007 - December 2008
Goldman Sachs & Co. January 2001 - April 2007
Montgomery Securities July 1998 - July 1999
Skills
Fixed Income, Investments, Portfolio Management, Asset Management, Mutual Funds, Product Management
Education
Amherst College 1994 — 1998
BA, Political Science
Phillips Academy Andover 1990 — 1994
Eaton Vance March 2012 - Present
Eaton Vance October 2006 - February 2012
CBE Technologies August 2002 - October 2006
Intel November 2001 - August 2002
Lumber Mutual Insurance 1995 - 1997
Skills
Data Center, Disaster Recovery, Cloud Computing, Virtualization, Vendor Management, VMware, Business Analysis, SaaS, Security, Enterprise Software, Cisco Technologies, Program Management, Storage, Project Management, Business Intelligence, IT Management, IT Strategy, Storage Area Networks
Education
Babson College 1988 — 1992
Bachelor of Science (B.S.), Marketing / Communications
Northeast Protech Inc. December 2014 - Present
Eaton Vance July 2006 - April 2014
Wellington Management 2004 - 2006
Wellington Management 2001 - 2004
Brown Brothers, Harriman & Co. 1998 - 2000
Skills
Equities, Asset Managment, Alternative Investments, Portfolio Management, Investments, Derivatives, Securities, Investment Strategies, Bonds, Trading Systems, Financial Analysis, Fixed Income Analysis, Bloomberg, Preferred Stock, Structured Products, Credit, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Babson College 1993 — 1997
Bachelor of Science (BS), Finance Investments
State Street Bank July 2012 - Present
Eaton Vance April 2005 - July 2012
State Street Corp January 1996 - April 2005
Deloitte & Touche September 1990 - January 1996
MFS January 1986 - January 1989
Skills
Mutual Funds, Fund Accounting, Equities, Securities, Asset Managment, Fund Administration, Alternative Investments, Valuation, Tax, Financial Reporting, Management, Financial Services, Investments
Education
Suffolk University - Sawyer Business School 1996 — 1999
MSF, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MST, Taxation
University of Massachusetts Boston 1985 — 1990
BC High
Eaton Vance April 2001 - Present
Ernst & Young 1996 - 2001
Skills
Financial Reporting, Accounting, Real Estate, Mutual Funds, SEC reporting, Alternative Investments, Audit, Due Diligence, Private Equity, Real Estate Investment, Financial Modeling, Investments, SEC filings, Asset Management
Education
Bentley University 1988 — 1992
BS, Accounting
American College of Switzerland 1991 — 1991
Study Abroad Program
Merrill Lynch January 2011 - Present
Eaton Vance September 2003 - December 2010
Education
Bentley University 1998 — 2002
RMIT University 2001 — 2001
Economics
Appleton Partners, Inc. May 2008 - Present
Eaton Vance June 2000 - May 2008
Skills
Portfolio Management, Investments, Wealth Management, Fixed Income, Asset Management, Customer Relations
Education
Bentley University 1996 — 2000
Eaton Vance November 2009 - Present
Eaton Vance 2006 - 2009
Eaton Vance 2004 - 2006
Eaton Vance 2003 - 2004
Deutsche Bank 2002 - 2003
Education
Bentley University 1998 — 2002
BS, Economics-Finance
Eaton Vance June 2015 - Present
Parametric June 2009 - June 2015
Parametric 2008 - November 2010
Skills
Agile Methodologies, Program Management, Requirements Analysis, Software Project..., SDLC, Agile Project Management, Microsoft SQL Server, SharePoint, Scrum, Software Development, Business Analysis, Microsoft Excel, Business Intelligence, Enterprise Architecture
Education
Eastern Washington University 2011 — 2014
Bachelor of Arts (B.A.) Psychology, Psychology
Bellevue College 2006 — 2008
AA Business, Business
Eaton Vance November 2011 - Present
Eaton Vance January 2010 - November 2011
Eaton Vance May 2006 - February 2010
Lewtan Technologies August 2004 - May 2006
State Street Bank September 1997 - June 2004
Education
Bentley University 1994 — 1997
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company August 2014 - Present
Eaton Vance August 2012 - August 2014
PwC August 2007 - August 2012
Skills
Insurance, Retirement Planning, College Education..., Financial Services, Retirement, Risk Management, Estate Planning, Small Business, Strategic Planning, Wealth Preservation..., Variable Annuities, Education Funding..., Whole Life Insurance, Fixed Annuities, Wealth Transfer..., Annuity Sales, Investments, 401(k) Rollovers
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MSA, Accounting
Colby College 2002 — 2006
Bachelor of Arts (B.A.)
Buckingham Brown & Nichols
Schwab Institutional June 2012 - July 2015
United States Marine Corps November 2005 - November 2013
Eaton Vance February 2007 - June 2012
Ameriprise Financial Services, Inc. March 2000 - June 2006
Skills
Series 7, Series 66, ETFs, 401k, Financial Services, Financial Modeling, Uniform Combined State..., Securities, Series 63, Fixed Income, Strategic Financial..., Alternative Investments, Separately Managed..., Asset Allocation, Wealth Management, Financial Analysis, Portfolio Management, Capital Markets, Estate Planning, Investment Management, Bloomberg, Relationship Management, Hedge Funds, Asset Management, Series 24, FINRA, Life Insurance, Trading, Retirement, Series 6, Risk Management, Mutual Funds, IRAs, Financial Advisory, Retirement Planning, Equities, Investments, Finance, Investment Strategies, Investment Advisory, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2012
Master's degree, Business Administration and Management, General
Saint Anselm College 1996 — 2000
Bachelor of Arts (B.A.), Finance, General
The Castle Group June 2009 - June 2010
The Castle Group May 2008 - June 2009
John Hancock October 2006 - January 2008
Eaton Vance May 2003 - October 2006
Skills
Yoga
Education
Boston University Questrom School of Business 2005 — 2008
MBA, Business
Babson College 1999 — 2003
Winchester High School
PwC February 2015 - Present
Eaton Vance November 2007 - Present
Carlin, Charron & Rosen, LLP November 2002 - November 2007
Grant Thornton September 2000 - August 2002
Skills
CPA, International Tax, Partnership Taxation, Corporate Tax, FAS109, Tax, US GAAP
Education
Bentley University 1996 — 2000
Bachelor of Science (BS), Accounting
Eaton Vance July 2010 - Present
Income Research & Management June 2009 - August 2009
Charles River Development June 2007 - January 2009
Skills
Microsoft Office, Risk Metrics, Bloomberg, Lipper, VAR, SQL, VBA, Investments, Fixed Income
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
BBA, Finance, German
AFS-USA 2005 — 2006
Exchange Student in Germany
Phillips Academy Andover 2001 — 2005
HSD
Eaton Vance AnalystCypressTree Investment Management2000 - 2003
Education
Bentley University
MBA, Finance
Eaton Vance June 1994 - June 2005
Financial Service Corp,. November 1988 - June 1994
Education
Auburn University 1982 — 1986
BS Business Administration, Marketing
Deloitte January 2013 - Present
Lague & Company, PC December 2008 - January 2013
Eaton Vance January 2007 - December 2008
PwC September 2006 - December 2006
Skills
Partnership Taxation, CPA, Tax, Private Equity
Education
Babson College 2005 — 2006
Masters, Accounting
Babson College 2002 — 2006
Bachelors, Accounting
pinkerton academy
Eaton Vance March 2011 - Present
Eaton Vance 2004 - 2010
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investments, Series 65, Wealth Management, Asset Allocation, FINRA, Alternative Investments
Education
Bentley University 2002 — 2004
B.S., Finance
Quinnipiac University - School of Business 2000 — 2002
Eaton Vance April 2010 - Present
Eaton Vance June 2008 - April 2010
Education
Babson College 2004 — 2008
Business Management, Finance
Eaton Vance October 2005 - Present
PricewaterhouseCoopers January 1997 - October 2005
Education
Northeastern University 1987 — 1991
MBA, Finance
American University of Beirut 1982 — 1985
BBA, Business Administration
Eaton Vance March 2010 - August 2012
Manulife Financial August 2007 - March 2010
John Hancock Life Insurance Company (U.S.A.) 2001 - 2007
MFS Institutional Advisors 1998 - 2001
Skills
Portfolio Management, Business Analysis, Program Management, Marketing Strategy, Team Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2007
Master of Business Administration (MBA), Economics
Boston College 1991 — 1995
Bachelor of Arts (B.A.), Economics/Philosophy
Beth Israel Deaconess Hospital-Plymouth June 2015 - Present
Tufts Medical Center August 2012 - June 2015
Compass Medical December 2008 - August 2012
Johnson & Johnson November 2006 - October 2008
MPG Newsapapers March 2003 - October 2006
DuCharme, McMillen & Associates 1997 - 1998
Eaton Vance 1992 - 1994
Skills
Excel, Access, PowerPoint, GE Centricity Practice..., Variance Analysis, Accruals, General Ledger, Account Reconciliation, Fixed Assets, Auditing, Microsoft Excel, Finance, Financial Analysis, Financial Reporting, Management, Accounting, Financial Accounting, Budgets, Internal Controls
Education
Bentley University 1990 — 1992
B.S. Accounting, Accounting
Lasell College 1988 — 1990
Associate's degree, Accounting
Medtronic Spine March 2015 - Present
Depuy Synthes Spine November 2011 - March 2015
Wilbur Painting 2004 - 2012
ADP November 2009 - November 2011
Smith Barney September 2008 - February 2009
Eaton Vance June 2008 - August 2008
Education
Babson College 2005 — 2009
BS, Finance
Phillips Exeter Academy
Eaton Vance February 2012 - Present
Xpitax solutions February 2011 - April 2011
Integrated Financial Partners, Inc. December 2009 - April 2010
The Bollard Group, LLC May 2007 - August 2008
Couleurs En Vogue Inc. 2007 - 2007
Skills
Accounting, Tax, Finance, Financial Reporting
Education
Bentley University 2009 — 2011
Master, Taxation, Financial Planning
Suffolk University - Sawyer School of Management 2004 — 2007
Bachelor Degree, Accounting
Eaton Vance August 2000 - March 2013
Wellington Management May 1998 - August 2000
Education
Bates College 1988 — 1992
BA
PwC August 2015 - Present
AIG July 2014 - August 2015
PwC August 2010 - July 2014
Babson College September 2007 - April 2010
PricewaterhouseCoopers June 2009 - August 2009
Eaton Vance June 2008 - July 2008
Challenged Youth Sports April 1999 - July 2008
Cardiometabolic Health Congress May 2007 - August 2007
Skills
Accounting, Entrepreneurship, Economics, Auditing, Microsoft Excel, Financial Reporting, Microsoft Office, PowerPoint, Internal Controls, Management, IT Audit
Education
Babson College 2006 — 2010
BS & MS, Masters in Accountancy with UG Concentrations in Accounting & Management Information Systems
The London School of Economics and Political Science (LSE) 2008 — 2008
Economics
Self - Employed June 2008 - Present
Streamline.com February 1999 - November 2000
Fidelity Investments February 1996 - July 1997
Eaton Vance November 1993 - February 1996
Aries Technology August 1991 - November 1993
Skills
Blogging, Public Speaking, Creative Writing, Newsletters, Marketing Strategy, Magazines
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA, Marketing
University of Massachusetts, Amherst 1987 — 1991
BA, Marketing
Eaton Vance March 2015 - Present
Infogroup July 2014 - February 2015
Cumberland Farms 2000 - 2014
Bellsouth Public Comm Inc 1997 - 2000
Skills
Microsoft Office, Oracle Applications, SDLC, Analysis, Microsoft Excel, Microsoft Word, Data Analysis, Programming, SQL, Business Analysis, PowerPoint, Risk Management, Project Management, Financial Analysis, Research, Requirements Analysis, Pure Mathematics
Education
University of Massachusetts Boston 2009 — 2011
MBA , Finance, General
Bengal Engineering and Science University, Shibpur
Eaton Vance November 2013 - Present
Eaton Vance October 2009 - November 2013
PwC August 2004 - August 2009
Skills
Accounting, Financial Reporting, Auditing, GAAP, US GAAP, Financial Statements, External Audit
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
Master's degree, Accounting
Bentley College 2000 — 2004
Bachelor's degree, Accounting
Boston Beer Company June 2014 - Present
Staples November 2013 - June 2014
Staples July 2013 - November 2013
Staples July 2012 - July 2013
Babson College May 2009 - May 2012
Merrill Lynch May 2011 - August 2011
Eaton Vance June 2010 - August 2010
PromoteU August 2008 - May 2009
Skills
Financial Analysis, Investments, Economics, Entrepreneurship, Microsoft Excel, Microsoft Word, Microsoft Dynamics, PowerPoint, Microsoft Office..., Microsoft SQL Server, Minitab, Eviews, Salesforce.com, Quicken, Inventor, Strategic Financial..., Corporate Finance, Economic Modeling, Development Economics, International Economics, Hyperion, AS 400, Everest, Pricing Strategy, Promotions
Education
Babson College 2008 — 2012
Recipient of Bachelor of Science, Business Management; Finance and Economics, 3.53
London School of Economics 2010 — 2010
LSE Summer School: Honors Program, Economics, 3.7
Fortinet April 2015 - Present
Eaton Vance June 2007 - April 2015
Secure Computing Services April 2004 - July 2007
Strategy Computers 2007 - 2007
Skills
Powershell, Network Security, Network Design, Cisco Technologies, ASA, VPN, Disaster Recovery, Virtualization, Windows 7, IT Service Management, Windows, Cloud Computing, VMware, ITIL, IT Project & Program..., IT Security Policies, IT Security Best..., Microsoft Exchange, VMware Infrastructure, Data Center, DNS, Storage, VMware ESX, Windows Server, WAN, Security, Cisco Routers, Network Engineering, Blackberry Enterprise..., Networking, SharePoint, Servers, Firewalls, IT Operations
Education
BYU 1996 — 1997
Bellevue Community College 1995 — 1996
Global Knowledge
The Siegfried Group October 2013 - Present
Digital Divide Data (DDD) August 2014 - October 2014
Deloitte November 2009 - October 2013
Credit Suisse June 2008 - August 2008
Eaton Vance September 2007 - March 2008
Skills
US GAAP, SEC filings, GAAP, Auditing, Sarbanes-Oxley Act, Enterprise Risk..., Strategic Financial..., Financial Planning, IFRS, Internal Controls, SEC Filings, Financial Reporting, External Audit
Education
Bentley University 2005 — 2009
Bachelor's Degree, Corporate Finance and Accounting
Bergen Catholic High School 2001 — 2005
Eaton Vance March 2013 - Present
Eaton Vance August 2012 - March 2013
Merrill Lynch October 2010 - April 2012
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Finance, General
Eaton Vance April 2011 - Present
Eaton Vance December 2005 - March 2011
Education
Suffolk University 2006 — 2008
MBA
Assumption College 2000 — 2004
Bachelor of Art, Business Communications
GI Partners August 2015 - Present
AEW Capital Management June 2013 - August 2015
Eaton Vance May 2012 - September 2012
Skills
Valuation, Investments, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Microsoft Office, Capital IQ, Research, Microsoft Word, Finance, Market Research, Entrepreneurship, Real Estate Development
Education
Babson College 2009 — 2013
Bachelor of Science (B.Sc.), Business Sciences
Iolani School 2005 — 2009
High School Diploma
Behringer Securities June 2014 - Present
Eaton Vance February 2012 - June 2014
Eaton Vance November 2007 - February 2012
Wachovia Securities 2005 - 2007
London Business Angels 2004 - 2004
Skills
Mutual Funds, Financial Services, Series 63, Alternative Investments, Series 7, Series 6, Finance, Investment Strategies, Series 65, Asset Allocation, Securities, Fixed Income, Separately Managed...
Education
Bentley University 2001 — 2005
Bachelor of Science (B.S.), Finance
Huron University, UK
Eaton Vance December 2010 - Present
Procurement Leaders Centre 2012 - 2013
Procurement Leaders Centre 2012 - 2013
Fidelity Investments January 2006 - 2010
Polaroid 2004 - 2004
PictureTel 1992 - 1999
Symbol Tech 1988 - 1992
Skills
Strategic Sourcing, Vendor Management, RFP, Portfolio Management, Relationship Management, Contract Negotiation, Financial Analysis, Strategic Planning, Program Management, Purchasing, Procurement, Process Improvement, Risk Management, Financial Services, SAP, Change Management, Business Strategy, Cross-functional Team..., Outsourcing, Asset Managment, Business Analysis, Management, Project Management, Mergers & Acquisitions, Leadership, Due Diligence, SDLC, Negotiation, Product Management, Contract Management, Strategy, Asset Management, Business Process...
Education
Bentley College
undergraduate, Accounting
Eaton Vance April 2015 - Present
Kronos November 2014 - April 2015
Fresenius Medical Care December 2013 - November 2014
EMC March 2013 - December 2013
DentaQuest October 2012 - March 2013
Bain Capital April 2011 - October 2012
St. Jude Medical June 2007 - April 2011
Skills
Microsoft SQL Server, Data Warehousing, T-SQL, Virtualization, SSIS, Database Administration, SSRS, Database Security, Databases, ETL, Performance Tuning, SQL Tuning, Business Intelligence, Data Migration, SDLC, Enterprise Architecture, SharePoint, Replication, OLAP, Disaster Recovery, Database Design, SQL Clustering
Education
New Jersey Institute of Technology
Masters, Electrical Engineering
Andhra University
Bachelors, Electronics Engineering
Wellington Management 2007 - 2012
Eaton Vance 2004 - 2006
Ziner, Kennedy and Lehan, LLP 1998 - 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MST, Taxation
Stonehill College 1994 — 1998
BSBA, Accounting
Eaton Vance August 2010 - Present
Standard & Poor's June 2003 - July 2010
Fidelity Investments July 1995 - April 2003
Skills
Fixed Income, Securities, Financial Modeling, Capital Markets, Asset Management
Education
Babson College 2001 — 2003
Master of Business Administration (M.B.A.)
Babson College 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Finance
Eaton Vance February 2008 - Present
Eaton Vance October 2004 - February 2008
Education
Babson College 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Catholic Memorial High School
Eaton Vance June 2013 - Present
Aabyhoj Basketball August 2012 - May 2013
Northeast-10 Conference Website September 2011 - May 2012
Massachusetts Attorney General's Office May 2011 - August 2011
Skills
Superior organizational..., Leadership,..., Multi-media Marketing..., Technology Software, Networking, Budgeting and Event..., Thrive in A Fast-paced...
Education
Assumption College 2008 — 2012
Bachelor's degree, History
Eaton Vance November 2013 - Present
Eaton Vance February 2008 - Present
State Street September 2006 - January 2008
Nuveen Investments July 2004 - August 2006
Nuveen Investments August 1999 - June 2004
Skills
Bloomberg, Fixed Income, Portfolio Management, Capital Markets
Education
Bates College
Bachelor of Arts (B.A.)
Loyola University of Chicago
Master of Business Administration (MBA)
Eaton Vance November 1997 - Present
Eaton Vance June 1994 - November 1997
Education
Suffolk University 2007 — 2009
Master of Science (MS), Accounting
Bentley University 1990 — 1994
Bachelor of Science (BS), Accounting