Eaton Vance Investment Managers
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. (Nov 1, 2007–) Headquarters: Boston, MA Subsidiaries: Parametric Portfolio Associates LLC,
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Eaton Vance Investment Managers Employees
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
Outlier Crossfit February 2014 - Present
lululemon athletica August 2011 - August 2015
Rescue Social Change Group July 2014 - October 2014
San Diego State University September 2012 - June 2013
Eaton Vance Investment Managers July 2010 - December 2010
Green Mountain Running August 2010 - August 2010
Skills
Human Resources, Recruiting, Customer Service, Outlook, Outstanding..., Adaptability, Social Inclusion, Personal Development, Coaching, Fitness, Teaching, Sales
Education
Northeastern University 2006 — 2011
BS Sociology, Minors: Business; Marketing, Psychology, Women's Studies
Eaton Vance Investment Managers June 2013 - August 2013
Planet Fitness December 2011 - May 2012
United States Air Force December 2005 - May 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Team Leadership, Social Media, Facebook, Data Analysis, Research, Social Networking, Inventory Management, Financial Analysis, Event Planning, Operations Management, Windows, Team Building, HTML, Strategic Planning, Troubleshooting, Outlook, Management, Access, Analysis, Leadership, Budgets
Education
Peter T Paul School for Business and Economics 2010 — 2014
Bachelor of Applied Science (BASc), Finance
Community College of the Air Force 2005 — 2010
Conant
conant highschool
National Notary Association February 2015 - Present
Northeastern University July 2014 - Present
Eaton Vance Investment Managers June 2010 - February 2014
BJ's Wholesale Club January 2007 - June 2011
State Street Corporation June 2009 - August 2009
Skills
Bloomberg, Spanish, Public Speaking, Determined, Outgoing, Internet, Community Outreach, Spirituality, Singing, Outlook, Microsoft Office, Customer Service, Facebook, Accounting, Account Reconciliation, Microsoft Excel, PowerPoint
Education
Northeastern University 2013 — 2016
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Stonehill College 2007 — 2011
Bachelor of Business Administration, Finance; Finance, Macroeconomics, Multinational Corporate Finance
Boston College High School 2005 — 2007
High School
'47 Brand July 2011 - Present
GAP May 2008 - July 2011
Eaton Vance Investment Managers June 2010 - January 2011
CVS Pharmacy April 2007 - January 2008
Skills
Media Relations, Facebook, Customer Service, Time Management, Social Media, Fashion, Sales
Education
Bridgewater State University 2008 — 2011
Bachelor of Arts, Sociology
Lasell College 2007 — 2008
Communications
Atkins Investment Group August 2015 - Present
Atkins Investment Group January 2014 - Present
Eaton Vance Investment Managers April 2015 - August 2015
Jayco Manufacturing LLC September 2010 - December 2014
Liberty Mutual Insurance June 2014 - November 2014
Atkins Investment Group January 2014 - July 2014
Skills
Microsoft Excel, Public Speaking, Macroeconomics, Data Analysis, Financial Analysis, Investments, Financial Accounting, Bloomberg, HTML, Financial Modeling, Investment Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Westfield Highschool 2008 — 2012
High School Diploma
Cambridge Associates January 2015 - Present
Eaton Vance July 2011 - December 2014
The URI Ram Fund September 2010 - May 2011
University of Rhode Island August 2008 - May 2011
Eaton Vance Investment Managers June 2010 - January 2011
Kingswood Golf Club June 2007 - August 2009
Skills
Financial Analysis, Investments, Microsoft Excel, Fundamental Analysis, PowerPoint, Financial Modeling, Microsoft Word, Microsoft Office, Fixed Income, Mutual Funds, Economics, Derivative Valuation, Technical Analysis, Quantitative Analytics, DCF Valuation, Financial Accounting, Closed-end Funds
Education
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor of Science, Finance, GPA: 3.91
Ropes & Gray LLP January 2012 - Present
Grand Circle Corporation July 2010 - September 2011
Eaton Vance Investment Managers October 2005 - June 2010
Eaton Vance Investment Managers March 2003 - October 2005
Vinfen Corporation November 2000 - March 2003
Pioneer Investments 1995 - 2000
Skills
Human Resources, Performance Management, Training, Leadership, Workshop Facilitation, Organizational..., Coaching, Talent Acquisition, Employee Benefits, Customer Service, Program Management, Succession Planning, Leadership Development, Management, Onboarding, Employee Relations, Talent Management, Executive Coaching, Policy, Interviews, Employee Engagement, Change Management, Process Improvement, Employee Training, Microsoft Excel, Career Development, Conflict Resolution, Management Development, Instructional Design, Organizational..., Nonprofits, Recruiting, New Hire Orientations, Team Building, Project Management, Microsoft Office
Education
Suffolk University 2005 — 2008
M.S. Adult and Organizational Learning
University of Massachusetts Dartmouth 1988 — 1992
B.A. Sociology and Elementary Education Certification
Eaton Vance Investment Managers August 2007 - Present
Putnam Investements February 2006 - July 2007
Eagle Invesment Systems August 1998 - January 2006
Skills
Oracle, Management, Data Warehousing, Leadership, Requirements Analysis, SDLC
Education
Amravati University 1992 — 1996
Bachelor Engineering, Computer Science & Engineering
EDM Training Class
Eaton Vance Investment Managers April 2010 - Present
Pioneer Investments 2005 - April 2010
Deloitte & Touche LLP 2002 - 2005
Genuity, Inc 2000 - 2002
BTM Capital Corp. 1998 - 2000
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Business Analysis, Internal Controls, Financial Services, Sarbanes-Oxley Act, Risk Management, Auditing, Business Intelligence, Process Improvement, Mutual Funds, Project Management, Analysis, Finance
Education
Investment Banking Institute - Boston, MA 2012 — 2012
Bentley University - Elkin B. McCallum Graduate School of Business 2006 — 2009
Master of Business Administration (M.B.A.), (Management Information Systems Concentration), 3.3
Bentley University 2000 — 2002
B.S., Accounting Information Systems, 3.6
Bunker Hill Community College 1997 — 1999
A.S., Accounting, 3.6
Eaton Vance Investment Managers April 2010 - Present
Fidelity Investments November 1997 - April 2010
Skills
Alternative Investments, Series 63, Mutual Funds, Series 7, Asset Allocation, Separately Managed..., Series 65, ETFs, Wealth Management, FINRA, Investment Advisory, Investment Management, Investments, Investment Strategies, Securities, Series 24, Asset Management, 401k, Uniform Combined State..., Retirement Planning, Series 6, Fixed Income, Hedge Funds, Equities, Financial Services, Portfolio Management, Bonds, Financial Advisory, Retirement, Bloomberg
Education
St. Edward's University 1991 — 1994
Bachelor’s Degree
Texas A&M University 1989 — 1991
Wells Fargo Asset Management July 2010 - Present
Eaton Vance Investment Managers June 2005 - July 2010
Skills
Investments, Mutual Funds, Separately Managed..., Relationship Management, Territory..., Investment Strategies, Financial Services
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Eaton Vance Investment Managers January 2008 - Present
Hartford Mutual Funds July 2004 - February 2008
Education
Pepperdine University 1991 — 1995
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
Aden & Anais, Inc. March 2014 - December 2014
Eaton Vance Investment Managers April 1992 - September 1994
Ivory Tower Publishing Company June 1990 - April 1992
AARP Scudder, Stevens & Clark October 1989 - May 1990
AARP Scudder, Stevens & Clark June 1988 - September 1989
Skills
Management, Customer Service, Microsoft Excel, Marketing, Investments, Negotiation, PowerPoint, Team Building, Microsoft Word, Team Leadership, Business Strategy, Strategic Partnerships, Budgets
Education
Saint Michael's College 1984 — 1988
Bachelor of Arts (B.A.), History
Bracebridge Capital, LLC December 2014 - Present
Eaton Vance February 2012 - December 2014
Eaton Vance Investment Managers August 2010 - February 2012
Eaton Vance April 2010 - August 2010
Matson Community Services January 2007 - March 2010
City of Fitchburg January 2009 - May 2009
Skills
Mutual Funds, CRM, Customer Service, Finance, Accounting, Sales, Research, Trading, Data Analysis, Market Research, Business Strategy, PowerPoint, Microsoft Excel, Microsoft Office
Education
Fitchburg State College 2005 — 2009
Bachelor of Science, Business Administration; International Business and Economics
Capital Security Advisors, LLC August 2013 - Present
Eaton Vance Investment Managers 2005 - August 2013
Putnam Investments 1986 - 2004
Skills
Portfolio Management, Fixed Income
Education
Indiana University - Kelley School of Business
MBA
Indiana University Bloomington
BS