Eaton Vance Management
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Eaton Vance Management Employees
Fidelity Investments August 2007 - Present
Eaton Vance Management July 2004 - August 2007
Iris/IBM 1998 - 2001
Siemens 1996 - 1998
MassMutual 1988 - 1994
Skills
Vendor Management, Disaster Recovery, Software Project..., Project Management, Requirements Analysis, Certificate for Hicom..., Certificate for NICE..., Certificate for CS1000..., Certificate for Data..., Certificate for ITIL V2..., Telecommunications, VoIP, IT Service Management, ITIL, Networking, Software Documentation, Testing, Technical Support
Education
Champlain College 1986 — 1988
Associates, Computers in business management
Columbia Threadneedle Investments, US January 2007 - Present
Eaton Vance Management June 2005 - December 2006
Putnam Investments October 2003 - June 2005
Skills
Fixed Income, Series 7, Series 63, Series 3, High Yield, Product Development, Product Management, New Business Development, Institutional Sales, Presentation Development, Sales Presentations, Chartered Financial..., Portfolio Management, Equities, Bonds, Marketing Strategy, Institutional..., Investments, Investment Strategies, Alternative Investments, Asset Management
Education
Bowdoin College 1999 — 2003
BA, Economics & English
MICDS 1991 — 1999
Eaton Vance Management October 2007 - Present
Bain & Company October 2003 - March 2007
Skills
Finance, Corporate Finance, Account Reconciliation, Internal Controls, Treasury Management, Accounting, Budgets, Team Leadership, Process Improvement, Tax, Analysis, Banking, Customer Service, Sarbanes-Oxley Act, Cash Management, Outlook
Education
University of Rhode Island 1993 — 1997
Bachelor of Science (BS)
HBO November 2014 - Present
POP February 2011 - August 2014
Allrecipes.com May 2010 - January 2011
Molecular May 2007 - April 2010
Eaton Vance Management January 2005 - May 2007
Forrester Research February 2000 - January 2005
Skills
User Experience, Information Architecture, Usability Testing, Usability, User Interface, Wireframes, User Research, Experience Design, Web Applications, Interaction Design, User-centered Design
Education
Boston University 1994 — 1998
BA, English
Eaton Vance Management 2006 - 2015
Cambridge Associates 2005 - 2006
State Street Research & Management 1986 - 2005
Education
Boston College
Bachelor of Arts (B.A.), Economics
Nido Surgical, LLC 2014 - Present
Launchpad Venture Group 2014 - Present
CommonAngels Ventures 2010 - Present
Eaton Vance Management 2010 - 2013
EndoPhlebex Technologies 2010 - 2010
Putnam Investments 1997 - 2010
MuseumShop.com 1998 - 2001
The Boston Company Asset Management 1995 - 1997
Cowen and Company 1993 - 1995
Texas Instruments 1986 - 1990
Skills
Equities, Investments, Portfolio Management, Due Diligence, Business Planning, Mutual Funds, Investment Banking, Asset Management, Start-ups, Business Development, Equity Research, Financial Analysis, Financial Modeling, Valuation, Angel Investing, Entrepreneurial..., Business Strategy, Strategic Planning, Corporate Development, Board of Directors, Audit Committee, Nonprofits
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1990 — 1992
MBA, Business Administration and General Management
University of Wisconsin-Madison 1981 — 1985
BS, Electrical & Computer Engineering
Ecolint
Wipro Technolgies 2013 - Present
Bank of America 2012 - 2013
Eaton Vance Management 2008 - 2012
Sapient Global Markets 2007 - 2008
BNY Mellon 2006 - 2007
SunGard 2004 - 2006
J.P. Morgan (Bear Stearns) 2002 - 2004
Deloitte 2000 - 2002
Skills
Hedging, VAR, Risk Analytics, Trading Systems, Portfolio Optimization, Structured Products, Basel II, Exotic Derivatives, Credit Risk, Derivatives, Counterparty Risk, Credit Derivatives, Equity Derivatives, Interest Rate..., FX, CRD, Eagle, Scripting, Investment Banking, Trading, Risk, Risk Management, Market Risk, Operational Risk..., Calypso, Risk Analysis, Enterprise Risk..., Capital Markets, Swaps, Commodities, Traders, Fixed Income Research, Fixed Income, Hedge Funds, Buy-side, Fixed Income Products, Fixed Income Trading, Quant, Financial Engineering, Sell Side, Quantitative Analysis, Operational Risk, Industry Analysis, Bloomberg, Commodity, Financial Modeling, CDO, ABS, Portfolio Management, Reference Data
Education
College of the Holy Cross 1996 — 2000
BA, Economics
Phillips Exeter Academy
HS
State Street Global Exchange (SSGX) September 2014 - Present
The Boston Company Asset Management, LLC September 2009 - June 2014
The Monitor Group February 2009 - September 2009
Sermo November 2008 - February 2009
Endeca May 2007 - November 2008
Eaton Vance Management 1999 - 2007
Investors Bank & Trust (now part of State Street) 1994 - 1999
Arthur D. Little, Inc. 1986 - 1994
Skills
Team Building, Entrepreneurship, Start-ups, Asset Managment, Innovation, Data, IT Strategy, Middle East, Management Consulting, Strategic Partnerships, Business Development, Leadership, CRM, Strategy, Security, Asset Management, Marketing, Project Management, Private Equity, Cloud Computing, IT Management, Software Development, Enterprise Software, Business Strategy, Professional Services, Analysis, Strategic Planning, Business Process, SaaS, Venture Capital, Product Management, Data Center, Management, Mergers & Acquisitions, Consulting, Executive Management, Networking, Business Intelligence
Education
Harvard University 1984 — 1986
S.M., Computer Science
University of California, Santa Barbara 1979 — 1983
B.S., Computer Science
Goji May 2014 - Present
Euro-Pro Operating, LLC. November 2013 - March 2014
Charlesbank Capital Partners September 2013 - October 2013
Dana-Farber Cancer Institute June 2013 - August 2013
State Street Bank January 2013 - April 2013
Eaton Vance Management August 2012 - December 2012
Bain Capital August 2011 - February 2012
Stuart Dean Company January 2011 - April 2011
BITS, LLC. June 2005 - October 2010
Skills
Financial Analysis, Financial Operations, Financial Modeling, Financial Reporting, Financial Management..., Forecasting, Corporate Finance, Analysis, Finance, Managerial Finance, Strategic Financial..., Budgets, Start-ups, Accounting, Auditing, Financial Planning, Internal Audit, Strategic Planning
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Finance, Accounting.
Bharati Vidyapeeth 1991 — 1996
BDS, Dental Surgery.
John Hancock Investments February 2014 - September 2014
Eaton Vance Management March 2012 - February 2014
Susan H. Murphy Communications July 1994 - February 2014
MFS Investment Management, Boston, Massachusetts 2013 - 2013
State Street Global Advisors December 1989 - June 1994
Constitution Capital Management January 1984 - January 1989
Baton Rouge Magazine June 1983 - January 1984
Skills
Brochures, Investments, Direct Mail, Management, Investment Strategies, Corporate Identity, Feature Articles, Marketing Strategy, Email Marketing, Product Marketing, Web Content, Company Newsletters, Branding & Identity, Sales Presentations, Quarterly Reviews, White Papers, Project Management
Education
Bates College
B.A., English
Meketa Investment Group August 2014 - Present
Robert Half International June 2013 - November 2013
Arrowstreet Capital February 2012 - November 2012
Eaton Vance Management March 2006 - July 2009
Education
Fairfield University 2001 — 2005
BS, Business Administration/Management and Ethics
Partners HealthCare March 2012 - Present
ForeverVybz March 2012 - Present
Harvard Business Publishing October 2011 - March 2012
WilmerHale June 2011 - July 2011
Genzyme March 2011 - July 2011
Eaton Vance Management January 2010 - July 2010
Cengage Learning January 2010 - January 2010
Expression August 2008 - February 2009
Shaws January 2008 - August 2008
Skills
Customer Service, Sales Support, Help Desk Management, Desktop Management, Desktop Hardware, Desktop Systems, System Maintenance, Desktop Computers, Technical Support, Troubleshooting, Windows 7, Help Desk Support, Laptops, Windows XP, XP, Hardware, Microsoft Excel, Remote Desktop
Education
Cambridge College 2009 — 2010
Technical Certificate; B.S, Information Technology; Business Management
Barclays July 2012 - Present
Barclays Capital June 2011 - August 2011
Eaton Vance Management August 2010 - September 2010
New England Select Lacrosse League June 2008 - July 2010
Skills
Microsoft Excel, Microsoft Word
Education
Cornell University 2008 — 2012
Arts and Sciences; B.S, History; Business
Noble and Greenough School 2004 — 2008
GMO July 2015 - Present
Eaton Vance Management July 2008 - July 2015
PwC July 2005 - June 2008
Skills
Financial Reporting, Financial Modeling, US GAAP, Financial Analysis, Accounting, Investments, Internal Controls, Valuation, Corporate Finance, Microsoft Excel, Sarbanes-Oxley Act, Auditing, Financial Accounting, Management, Due Diligence, Business Strategy, Risk Management, Strategic Planning, Financial Services, GAAP, SEC Filings, Internal Audit, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
Master of Science (M.S.), Accounting
Boston College 2001 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Babson Capital Management June 2014 - Present
Eaton Vance Management August 2012 - May 2014
Kel & Partners January 2012 - April 2012
Education
Suffolk University - Sawyer Business School 2008 — 2012
BSBA, Marketing, Entrepreneurship
Isenberg School of Management, UMass Amherst
State Street Corporation March 2009 - Present
State Street Corp. July 2000 - February 2009
Fidelity Investments 1992 - 2000
Xerox Corp. 1991 - 1992
Michigan State University August 1989 - May 1991
Scimitar North America 1988 - 1989
Eaton Vance Management 1986 - 1988
Skills
Corporate Social..., Sustainability, Change Management, Employee Engagement, Sustainability Strategy, Sustainability Reporting, ISO 14001, Environmental..., Stakeholder Engagement, Social Media, Process Improvement, Leadership, Public Speaking, Program Management, Project Management, Analysis, Strategy, Cross-functional Team..., Business Analysis, Management, Risk Management, Business Strategy, Strategic Planning, Vendor Management, Strategic Thinking, Research, Employee Relations
Education
Michigan State University - The Eli Broad College of Business 1989 — 1991
M.B.A., Materials & Logistics Management
University of Maine 1982 — 1986
BS, Business Administration
Hingham High School 1979 — 1982
Leapfrog Systems June 2013 - Present
Oracle - Endeca Technologies 2011 - August 2012
IMP Consulting 2010 - 2011
Independent Consultant 2009 - 2011
Eaton Vance Management July 2006 - 2008
Eaton Vance Management November 2004 - June 2006
Eaton Vance Management October 1999 - October 2004
Ciber, Inc. November 1998 - September 1999
Research Institute of America Group April 1986 - October 1998
Research Institute of America Group January 1985 - March 1986
Skills
Project Management, Business Analysis, SDLC, Process Improvement, IT Strategy, Integration, CRM, Business Process, Strategy, Agile Methodologies, Management, Outsourcing, Leadership, Project Portfolio...
Education
Point Park University 1978 — 1982
BS, Computer Science
Northeastern University
Certificate of Professional Achievement in Web Technology
Eaton Vance Management March 2011 - Present
Putnam Investments November 2008 - March 2011
The Benchmark Company May 2007 - August 2007
Skills
Equity Research, Finance, Mutual Funds, Investments, Financial Modeling, Factset, Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
BBA, Finance
Greenfield Center School
Celent August 2015 - Present
Robert Half October 2011 - August 2015
Eaton Vance Management September 2009 - October 2011
Eaton Vance Management June 2006 - September 2009
State Street June 2005 - June 2006
State Street Corporation June 2003 - June 2005
Merrill Lynch January 2003 - May 2003
Skills
Mutual Funds, Securities, Bloomberg, Fixed Income, Investments, Contract Recruitment, Financial Recruiting, Recruiting, Alternative Investments, Management, Hedge Funds, Interviews, Finance, Temporary Placement, Banking, Asset Management, Portfolio Management, Equities, Financial Services, Derivatives, Relationship Management, Wealth Management, Series 7, Series 63, Investment Management, Trading, Financial Markets, Fund Administration, Term Loan
Education
Curry College 1999 — 2003
B.A., Business Management
Abington High 1996 — 1999
Eaton Vance Management May 2012 - Present
Boch Automotive October 2007 - May 2012
Skills
HRIS, ADP Payroll, Benefits Administration, Payroll, Deferred Compensation, Ceridian, Employee Benefits, 401k, Kronos, Onboarding, FMLA, Payroll Taxes, ADP ReportSmith, PeopleSoft, Salary, Team Building, Management, Human Resources, Customer Service, People Skills, Idea Person, Creative Solutions, Cross-functional Team..., Employee Relations, Time Management
Education
Stonehill College 2001 — 2004
Paralegal Certification, Paralegal
Atlantic Pacific Partners, LLC 2013 - Present
Eaton Vance Management 2005 - 2013
Evergreen Investments 2002 - 2005
Wellington Management 2000 - 2002
The Boston Company 1995 - 2000
Skills
Financial Services, Institutional, Securities, Asset Management, Alternative Investments, Bonds, Management, Equity Valuation, Investments, Financial Markets, Due Diligence, Hedge Funds, Mutual Funds, Investment Strategies, Asset Managment, Separately Managed..., Equities, Asset Allocation, ETFs, Financial Analysis, Equity Research, Relationship Management, Pensions, 401k, Emerging Markets, Fixed Income, Portfolio Management, Investment Management, FINRA, Valuation, Capital Markets, Private Equity, Manager Evaluation, Consultant Relations
Education
University of New Hampshire - Whittemore School of Business and Economics
Master of Business Administration (M.B.A.)
Colby College
Bachelor's Degree, Sociology
Dana Hall School
High School
CoPatient, Inc. April 2014 - Present
VivaKi October 2010 - April 2014
Online Buddies, Inc. March 2010 - October 2010
Online Buddies, Inc. November 2009 - March 2010
EMI Strategic Marketing March 2009 - November 2009
Blue State Digital August 2008 - November 2008
Eaton Vance Management January 2004 - August 2008
Skills
AJAX, jQuery, PHP, MySQL, NoSQL, JavaScript, Web Development, LAMP, User Experience, Mobile Applications, Apache, Web Applications, CSS, Symfony, Design Patterns, CodeIgniter, Programming, Architectures, Amazon EC2, REST, Subversion, Database Design, Scrum, Bitcoin, Drill Bits
Education
Northeastern University 2000 — 2005
Bachelor of Science (BS), Computer and Information Science
Whitridge Associates July 2015 - Present
MLDBoston.com July 2011 - Present
Cramer January 2013 - July 2015
Eaton Vance January 2011 - January 2013
Eaton Vance Management January 2007 - January 2011
Eaton Vance 2006 - 2007
MetLife (formerly State Street Research Management) 2001 - 2005
State Street Research & Management 1999 - 2001
General Insurance Commission 1998 - 1999
CGU 1991 - 1999
Skills
Strategic Planning, Web Project Management, Social Media, SharePoint, Project Management, HTML, Business Analysis, SQL, Microsoft Office..., XML, ASP.NET, Requirements Gathering, Integration, Agile Methodologies, Business Intelligence, SDLC, Microsoft SQL Server, Visio, SharePoint Designer, Requirements Analysis, Database Design, Databases, User Experience, Process Improvement, Scrum, Management
Education
Northeastern University 1992 — 1998
Bachelor of Science (B.S.) Management Information Systems, Management Information Systems, General
Northeastern University 1991 — 1998
Bachelor of Science, Business Administration, Management Infomation Systems
Fitbit November 2013 - Present
Google September 2012 - October 2013
Eaton Vance Management November 2011 - September 2012
Eaton Vance Management October 1999 - November 2011
Massachusetts Institute of Technology 1990 - 1998
Skills
JavaScript, Java, Software Development, Programming, Web Development, SQL, Agile Methodologies, jQuery, Database Design, Linux, Unix, Microsoft SQL Server, Oracle, Web Applications, PHP, IIS, XML
Education
Massachusetts Institute of Technology 1986 — 1990
S.B., Mathematics
Closed Loop Capital January 2011 - Present
Barbour Alliance 2008 - Present
LaunchVT 2015 - Present
Criterion Ventures May 2009 - October 2010
e2e Materials May 2008 - May 2009
BR Ventures January 2007 - May 2008
CEI Community Ventures June 2007 - August 2007
eSecLending February 2002 - August 2006
AIDC Imports October 2000 - January 2002
Eaton Vance Management September 1998 - September 2000
Skills
Start-ups, Entrepreneurship, Strategy, Venture Capital, Business Planning, Due Diligence, Business Strategy, Leadership
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA
Hamilton College 1994 — 1998
Bachelor of Arts (B.A.)
University of St. Andrews 1996 — 1997
St. George's School 1991 — 1994
Markit July 2014 - Present
Artisan Partners January 2014 - March 2014
State Street Global Markets December 2012 - September 2013
Eaton Vance Management February 2007 - December 2011
Batterymarch Financial Management January 2001 - January 2007
State Street Research July 1999 - December 2000
Ark Asset Management June 1994 - June 1999
Booz Allen Hamilton August 1992 - June 1994
Skills
Fixed Income, Trading Systems, Equities, Financial Services, Order Management, Business Analysis, Equity Research, Data Warehousing, Analysis, Integration, Investments, Transaction Support, Equity Trading, Systems Analysis, SQL, Project Management, Eagle PACE, Bloomberg Data License, Vendor Management, Back Office, JavaScript, Requirements Analysis, Business Requirements, Charles River IMS, MacGregor, Longview, FIX, Transaction Cost..., Compliance, TCL, Requirements Gathering, Project Planning, Large Systems..., Agile Environment, Agile Project Management, Agile Application..., Manage client..., Product Management, Product Development
Education
Loyola University Maryland 1988 — 1992
BBA, MIS
St. John's College High School 1983 — 1988
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
Wells Fargo Securities, LLC August 2014 - Present
Minutemen Equity Fund January 2012 - May 2014
ISM Capital LLP September 2013 - December 2013
Eaton Vance Management June 2013 - August 2013
Principle Profits Asset Management January 2013 - May 2013
UMass Amherst Investment Club May 2012 - May 2013
Fidelity Investments June 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Office, Excel, Word, Access, PowerPoint, Outlook, Economics, Data Analysis, Human Resources, Equities, Statistics, Bloomberg, Analysis, Research, Financial Analysis, Valuation, Customer Service, Equity Research, Microsoft Excel, Management, Investments, Equity Valuation, Business Strategy, Microsoft Word
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor's Degree, Major: Finance (Financial Analysis concentration), Minor: Economics
Sharon High School
High School
Marquette Associates October 2011 - Present
First Trust Portfolios September 2010 - October 2011
Eaton Vance Management January 2010 - September 2010
State Street Global Markets May 2007 - January 2010
Skills
Investments, Bloomberg, Capital Markets, Asset Allocation, Portfolio Optimization, Valuation
Education
Colby College
BA, Economics
Eaton Vance Management May 2007 - Present
Fidelity Investments Systems Company May 2005 - May 2007
Fidelity Investments March 2001 - May 2005
Fidelity Investments June 1997 - March 2001
Fidelity Investments April 1996 - June 1997
Formally AdvantageHealth, HealthSouth, now known as Five Star New England Rehabilitation Hospital March 1994 - April 1996
Formally AdvantageHealth, HealthSouth, now known as Five Star New England Rehabilitation Hospital January 1993 - March 1994
State Street January 1992 - January 1993
CHAMPION EXPOSITION SERVICE, INC May 1991 - January 1992
Skills
Microsoft Office suite..., Essbase reporting..., REVPORT Fee Billing..., BMC Remedy, HP Application Life..., Eagle PACE, SAP financials and..., Hyperion suite of..., Oracle financials and..., BRIO
Education
Boston University Corporate Education Group 2000 — 2000
Certificate in Project Management –PMBOK
Bentley University 1987 — 1991
Bachelor of Science, Economics and Finance
Woburn High School
Merganser Capital Management November 2010 - March 2015
State Street Corporation July 2008 - November 2010
Eaton Vance Management June 2007 - August 2008
Stonehill College August 2007 - May 2008
Skills
Fixed Income, Securitized Products, Commercial Mortgage..., Credit Analysis, Trading, Bloomberg, Point, Charles River IMS, Equities, Securitization, Alternative Investments, Hedge Funds
Education
Stonehill College 2004 — 2008
Bachelors, Economics, International Studies
University College Cork 2006 — 2006
Boston University May 2007 - Present
Investment Advisor Consulting October 2013 - June 2014
Wells Fargo Private Bank August 2010 - May 2013
Eaton Vance Management June 2003 - August 2010
Skip Willauer Sailing July 1976 - 2010
Hale and Dorr Capital Management November 1999 - June 2003
PNC Advisors April 1997 - November 1999
MasterCard October 1994 - April 1997
Pacific National Bank February 1992 - October 1994
Nantucket Insurance & Real Estate May 1986 - May 1988
Skills
Investments, Asset Allocation, Portfolio Management, Portfolio Managers, Investment Strategies, Chartered Financial..., Certified Financial..., Capital Markets Analysis, Portfolio Optimization, Investment Portfolio, Tactical Asset..., International Capital..., Global Tactical Asset..., Investment Theory, Investment Selection, Financial Markets, Planning Advice, Planning Software, Portfolio Assessment, Portfolio Risk, Security Analysis, Model Portfolio, Personal Budgeting, Yacht Racing, USCG Captain, Sailing, Small Boat Operations, Teaching Adults, Teaching, Risk Management, Fiduciary, Stock Research, Strategic Financial..., Mutual Funds, Investment Advisory, Alternative Investments, Finance, Wealth Management, Asset Management, Hedge Funds, Financial Advisory, Series 7, Fixed Income, Strategy
Education
CFA Institute 1999 — 2002
CFA, Chartered Financial Analyst
College for Financial Planning 1997 — 1998
CFP, Certified Financial Planning
United States Coast Guard 1993 — 1993
Licensed Captain, Master of Near-Coastal Sailing Vessels
Boston University - School of Management 1988 — 1990
MBA
American University - Kogod School of Business 1981 — 1985
BS, Business Administration, Marketing
Liberty Mutual Insurance July 2013 - Present
Liberty Mutual Insurance January 2013 - June 2013
Hasbro June 2012 - August 2012
Eaton Vance Management July 2008 - August 2011
Eaton Vance Managment July 2007 - July 2008
Skills
Investments, Securities, Equities
Education
Boston University Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
Union College 2003 — 2007
BA, Economics
Eaton Vance Management July 2006 - Present
Eaton Vance Management December 2009 - June 2014
AllianceBernstein January 2003 - June 2006
AllianceBernstein May 2000 - December 2002
State Street Research August 1998 - April 2000
Financial Research Corporation April 1997 - July 1998
Putnam Investments May 1990 - March 1997
Price Waterhouse September 1984 - April 1990
Skills
Asset Management, Equities, Portfolio Management, Trading, Mutual Funds, Strategy, Financial Services, Fixed Income, Investment Management, Investments, Asset Managment, Asset Allocation, Investment Banking, Alternative Investments, Finance, Investment Strategies, Hedge Funds, Bloomberg, Financial Advisory
Education
College of the Holy Cross 1980 — 1984
BA, Economics and Accounting
Suffield Academy 1976 — 1980
University of Pennsylvania - The Wharton School
CIMA, Finance
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 Management 2009 - Present
Skills
Arbitrage, Derivatives, Bonds, Trading, Series 7, Portfolio Management, Fixed Income, Asset Management, Investments, Capital Markets, Bloomberg, Derivatives Trading, Alternative Investments, Asset Allocation, Mutual Funds, Securities
Education
University of Phoenix 2003 — 2007
MBA
Stony Brook University 1982 — 1986
Stuyvesant High School 1979 — 1982
FusionStorm February 2015 - Present
Insight September 2014 - January 2015
Republic Services Inc March 2011 - September 2014
Republic Services Inc July 2009 - March 2011
International Staffing Services September 2008 - July 2009
Login Consultants February 2008 - July 2008
State Street Corporation July 2004 - February 2008
Eaton Vance Management April 2001 - July 2004
State Street Research & Management (Blackrock Inc) September 1997 - April 2001
Skills
Project Management, MS Project, PMO, IT Infrastructure..., Mentoring Of Staff, Change Management, Budget Process, Vendor Management, Integration, Virtualization, Cisco UCS, VMware Infrastructure, Data Center, Cloud Computing, Private Cloud, Windows Server, Servers, Active Directory, Storage Area Networks, Disaster Recovery, Group Policy, Windows, Terminal Services, XenServer, IT Management, IT Service Management, Managed Services, Networking, Citrix Metaframe, SAN, Storage, IT Strategy
Education
Northeastern University 1995 — 2001
BS, Criminal Justice, 3.5 GPA Graduated Cum Laude
Acadian Asset Management March 2007 - Present
Eaton Vance Management January 2004 - March 2007
The Boston Company Asset Management March 2000 - December 2003
Skills
RFP, Mutual Funds, Hedge Funds, Client Services, Alternative Investments
Education
Bridgewater State University
BA, English
eaton vance management investment officerPrincipal Financial Group1996 - 2000
Gemini Consulitng 1992 - 1996
Exploaton Summer Program 1980 - 1981
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Eaton Vance Management February 2008 - November 2013
Putnam Investments August 2001 - February 2008
Skills
Equities, Wealth Management, Valuation, Financial Modeling, Alternative Investments, Equity Valuation, Private Equity, Emerging Markets, Mutual Funds, Investment Banking, Asset Management, Equity Research, Bloomberg, Hedge Funds, Portfolio Management, Fixed Income, Investments, Due Diligence, Financial Services, Finance, Mergers & Acquisitions, Asset Allocation, Financial Analysis, Investment Management
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Providence College 1989 — 1993
Luther Family June 2004 - Present
Eaton Vance Management February 2003 - May 2004
RCN Corporation 1996 - 2002
Education
George Mason University 1995 — 1998
Ovation Partners June 2015 - Present
Concentrated Risk Solutions Inc. January 2015 - June 2015
361 Capital February 2012 - December 2014
Eaton Vance Management January 2007 - March 2012
Eaton Vance Management September 2005 - December 2006
Skills
Alternative Investments, Investments, Mutual Funds, Hedge Funds, Equities, Finance, Series 63, Series 7, Portfolio Management, Managed Futures, Strategic Partnerships, Management, Asset Allocation, Separately Managed..., Securities, Investment Strategies, Asset Management, Wealth Management, Complex Sales, Institutional Sales, Options Strategies, Futures Trading, Long/Short Equity, Global Macro, Risk Management
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor's of Science, communications
Eaton Vance Management August 1998 - Present
Education
Dartmouth College 1994 — 1998
B.A., History
Boston University Questrom School of Business
MBA, Finance
Brooks School
High School
Eaton Vance Management May 2000 - December 2014
Putnam Investments June 1999 - May 2000
Putnam Investments January 1996 - June 1999
Putnam Investments July 1992 - December 1995
Skills
FINRA Series 26, 6 and..., Financial Services, Mutual Funds, Management, Transfer Agency, Operations Management, Leadership, Relationship Management, Offshore Operations, Investments, Securities, Project Management, Client Services, Business Process..., Change Management, Business Strategy, Executive Management
Education
Boston College 1998 — 2001
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration (BBA), Management
Eaton Vance Management 1994 - 2014
Eaton Vance Management 1993 - 1994
Eaton Vance Management 1992 - 1993
Eaton Vance Management 1989 - 1992
Investors Bank & Trust 1987 - 1988
Skills
Fixed Income, Investment Strategies, Asset Allocation, Bonds, Mutual Funds, Investment Management, Asset Managment, Portfolio Management, Investment Advisory, Trading, Investments, Wealth Management, Bloomberg, Futures Trading, Technical Analysis, Municipal Bonds, Asset Management, ETFs, Securities, Derivatives
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS Finance
Babson College
MBA
Boston College
BA, Economics
Income Research & Management January 2013 - Present
Income Research & Management December 2011 - December 2012
Income Research & Management November 2008 - December 2011
Income Research & Management January 2007 - November 2008
Eaton Vance September 2003 - October 2006
Eaton Vance Management 2006 - 2006
Skills
Fixed Income, Bloomberg, Fixed Income Analysis, Investment Management, Asset Managment, Investments, Bonds, Asset Allocation, Portfolio Management, Securities, Valuation, Mutual Funds, Financial Services, Asset Management, Alternative Investments, Trading
Education
University of Puget Sound 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Holderness School 1996 — 1998
MassMutual Financial Group August 2012 - Present
The Hartford Mutual Funds August 2008 - August 2012
The Hartford Mutual Funds June 2006 - August 2008
Eaton Vance Distributors September 1999 - June 2006
Eaton Vance Management April 1998 - September 1999
Eaton Vance Management January 1998 - April 1998
Eaton Vance Management August 1996 - January 1998
Skills
Financial Services, Mutual Funds, Retirement, Investments, Mergers & Acquisitions, Investment Management, Strategy, Pensions
Education
Stonehill College 1992 — 1996
Bachelor of Arts, Economics, Mathematics
Columbia Management 2011 - Present
Eaton Vance Management 2006 - 2011
State Street 2002 - 2006
Credit Suisse First Boston 1995 - 1998
Goldman Sachs 1987 - 1995
Skills
Securities, Trading, Alternative Investments, Hedge Funds, Equities, Asset Managment, Economics, Investments, Portfolio Management, Fixed Income, Series 7, Capital Markets, Mutual Funds, Series 63
Education
Harvard Business School 1985 — 1987
MBA
Harvard University 1974 — 1978
AB
Boston Latin School 1967 — 1974
Eaton Vance Management January 2009 - Present
Eaton Vance November 2006 - January 2009
Eaton Vance January 2005 - October 2006
The Hartford October 2004 - December 2004
Skills
SQL, Web Applications, Agile Methodologies, HTML, Software Development, Business Requirements, Enterprise Software, Quality Assurance, C#, Risk Management, SAP, Business Analysis, SDLC, Integration, Software Project..., Requirements Gathering, Requirements Analysis
Education
Pace University 1989 — 1993
Managerial Accounting
Eaton Vance Management October 2005 - Present
Education
Suffolk University - Sawyer Business School 2005 — 2008
MBA, Finance
University of Vermont 1994 — 1998
BA, History
Eaton Vance Management March 2006 - Present
Fiduciary Trust Company June 2001 - March 2006
Manulife Financial September 2000 - June 2001
West Coast Distributing July 1998 - June 2001
Skills
Stock Compensation, Securities, Equities, Financial Services, Accounting, FINRA, Sarbanes-Oxley Act, Mutual Funds, Series 63, Series 7, Finance, Asset Management, Account Reconciliation, Microsoft Excel, Financial Analysis, Investments, Alternative Investments, Internal Controls, Portfolio Management, Fixed Income, Payroll, Asset Allocation, Financial Statements, Auditing
Education
Plymouth State University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Finance, General
Eaton Vance Management April 2010 - Present
Babson College Fund 2009 - Present
BCF 2009 - Present
Babson College January 2008 - Present
INMUSIC January 2008 - Present
Xaverian Brothers High School 2005 - Present
Fidelity Investments 1988 - 2007
Eaton Vance 1977 - 1987
Education
Harvard Business School 1975 — 1977
MBA
Rensselaer Polytechnic Institute 1968 — 1972
Bachelor of Science (BS), Chemical Engineering/Environmental Engineering
Eaton Vance Management February 2011 - Present
Eaton Vance Management December 2004 - February 2011
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2012
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
Masters, Finance
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 1999
Bachelor's degree, Accounting
Eaton Vance Management October 2014 - Present
Eaton Vance May 2005 - September 2014
Fieldstone Capital Group April 2004 - May 2005
Scotia Capital June 2001 - April 2004
ING Barings June 2000 - March 2001
Education
Boston College 1996 — 2000
Bachelor's Degree, International Relations, Economics & French, Magna Cum Laude
Eaton Vance Management August 2008 - June 2014
Ark Asset Management March 2005 - July 2008
First Investors Corporation 2003 - 2005
Invesco 2000 - 2001
Reich & Tang June 1997 - November 1999
Skills
Equities, Asset Management, Portfolio Management, Hedge Funds, Trading, Bloomberg, Valuation, Fixed Income, Equity Research, Mutual Funds, Investments, Investment Management, Equity Valuation, Financial Modeling, Financial Analysis
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University of Michigan 1986 — 1990
BA, Economics
Eaton Vance Management October 2000 - Present
CypressTree Investment Management April 1998 - April 2000
Financial Security Assurance, Inc. January 1990 - March 1998
Manufacturer's Hanover Trust February 1988 - January 1990
San Domenico String Quartet 1978 - 1980
San Domenico String Quartet 1978 - 1980
San Domenico String Quartet 1978 - 1980
Education
Boston College 1983 — 1986
BA
San Domenico School 1978 — 1982
High School
Orchestra!
Stadel Management Services 1999 - Present
Marblehead Rigging 1989 - Present
Eaton Vance Management 1994 - 1999
Slone Epedimiolgy Unit, Boston University School of Medicine 1992 - 1993
Xerox Imaging Systems, Inc. 1991 - 1992
Expert Views, Inc. 1990 - 1991
Addison-Wesley Publishing Company 1986 - 1989
General Electric Company Corporate Information Systems 1984 - 1986
McKinsey and Company, Inc. 1981 - 1983
San Jose State University 1974 - 1981
Skills
Business Development, Business Strategy, Contract Negotiation, Due Diligence, Financial Analysis, Financial Modeling, Information Technology, Investments, Leadership, Market Analysis, Management, Marketing, Marketing Strategy, Mergers, Negotiation, New Business Development, Project Management, Portfolio Management, Property, REO, Real Estate, Research, Sailing, Start-ups, Strategic Planning, Team Building, Team Leadership, Valuation, Investment Properties
Education
Santa Clara University 1978 — 1981
Business Administration
Stanford University 1976 — 1978
post-grad study, Educational Administration & Policy Analysis
Stanford University
MS, Statistics
Stanford University 1956 — 1962
BS, Mathematics
The Finch Group September 2005 - Present
Eaton Vance Management 1999 - 2004
Skills
Contract Negotiation, Real Estate, Residential Homes, Budgets, Financial Reporting, Accounting, Investments, Microsoft Office, Asset Managment, Negotiation, Due Diligence, Valuation, Construction, Marketing, Strategic Planning, Construction Management, Sales, Portfolio Management, Financial Analysis, Business Development, Asset Management, Leases, Apartments, Property Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.), General Management, Marketing and Entrepreneurship
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Tabor academy 1993 — 1995
Wellington Management February 2003 - Present
State Street Research 2001 - 2003
Eaton Vance Management 1995 - 1999
Skills
Portfolio Management, Asset Management, Valuation, Financial Modeling, Bloomberg, Investments, Equities, Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Fixed Income Analysis, Bonds, Derivatives, Capital Markets, Equity Research, Securities, High Yield, Series 7, Chartered Financial..., Trading
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1994
MBA, Accounting and Finance
Cornell University 1986 — 1990
BS, Applied Economics and Business Management
Cooperstown High School 1982 — 1986
Eaton Vance Management January 2014 - Present
Eaton Vance Management September 1998 - Present
New York State Assembly Ways and Means January 1995 - August 1998
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA, Finance
Canisius College 1985 — 1989
BS, Finance
Cordwood Developers, LLC December 2013 - October 2014
Holmes Corporation June 2013 - December 2013
Eaton Vance Corp. September 2007 - March 2013
Eaton Vance Management September 2007 - March 2013
MFS Investment Management 2005 - 2007
MFS Investment Management 2003 - 2005
MFS Investment Management 1999 - 2003
Eastern Enterprises 1996 - 1999
MBTA 1993 - 1994
MBTA September 1989 - 1993
Skills
Equity Derivatives, Interest Rate..., Cash Management, Capital Management, FX, Financial Analysis, Capital Markets, Investments, Financial Modeling, Finance, Risk Management, Mutual Funds, Valuation, Derivatives, Asset Management, Financial Risk, Financial Reporting, Peer Leadership, Financial Services, FX Options, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1995
MBA, Finance
Bentley University 1985 — 1989
Bachelors, Finance
St Johns High School
Fidelity Investments May 2012 - Present
Decision Critical Resources, Inc. April 2009 - May 2012
Rydex Investments December 2004 - January 2009
LPL November 2002 - November 2004
State Street Research April 2001 - September 2002
Prudential Investments 1997 - 2001
Eaton Vance Management 1991 - 1996
Scudder Investments 1984 - 1991
Skills
Finance, Mutual Funds, Equities, Investments, Valuation, Hedge Funds, Investment Strategies, Risk Management, Investment Management, Securities, Strategy, Financial Markets, Due Diligence, Financial Services, Financial Modeling, ETFs, Economics, Series 63, Strategic Financial..., Private Equity, Fixed Income, Leadership
Education
Skidmore College 1978 — 1980
BA, Political Science
Skidmore College
BA, Government
State Street Global Advisors May 2015 - Present
The Boston Globe Media Partners May 2014 - December 2014
Fenway Search Group July 2012 - April 2014
The Winter Wyman Companies August 2009 - May 2012
Eaton Vance Management October 2005 - January 2009
Winter Wyman January 2003 - October 2005
Kforce June 1988 - January 2002
Arthur Andersen & Company 1986 - 1988
Skills
Recruiting, Financial Services, Financial Analysis, Asset Management, Management, Corporate Finance, Accounting, Investments, Mutual Funds, Talent Acquisition, Risk Management, Fixed Income, Applicant Tracking..., Fund Administration, Auditing, Executive Search, Internal Audit, Fund Accounting, Part-Time CFO Services, CPA, Corporate Budgeting, SEC Financial Reporting, Hedge Accounting, 1940 Act, Talent Management, CFOs, Controllers, Treasury Management, Securities Exchange Act..., IT Recruitment, Software Development, Project Management, Strategy
Education
Boston College 1982 — 1986
BS, Accounting
CM 1978 — 1982
State Fund July 2003 - Present
CalPERS September 1999 - May 2000
Eaton Vance Management May 1986 - February 1999
Fidelity Investments October 1979 - February 1985
Skills
High Yield
Education
Suffolk University - Sawyer Business School 1983 — 1985
M.B.A., Business Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 1974 — 1978
B.A., Economics
Eaton Vance Management May 2006 - Present
Wellington Management January 1999 - April 2006
Zurich Scudder Investments 1992 - 1999
Education
New England Law Boston 1993 — 1997
JD
Saint Michael's College 1985 — 1989
BA, Business Administration
T. Rowe Price February 2013 - Present
Eaton Vance July 2010 - January 2013
Eaton Vance Management May 2008 - December 2008
Skills
Valuation, Equities, Investments, Bloomberg, Analysis, Equity Research, Financial Modeling, Portfolio Management
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Brandeis University 2005 — 2009
Bachelors, Economics and Business
Beacon Capital Partners August 2010 - Present
Eaton Vance Management January 2008 - December 2010
Deloitte & Touche USA LLP December 2006 - January 2008
United States Securities and Exchange Commission February 2005 - November 2006
Ernst & Young LLP October 2000 - January 2005
Sansiveri, Kimball and McNamee January 1999 - April 1999
Skills
Financial Reporting, Due Diligence, Corporate Finance, US GAAP reporting, Finance, Financial Analysis, Auditing, Accounting, GAAP, Mergers & Acquisitions, Financial Statements, Management, Investments, Tax
Education
Providence College 1996 — 2000
BS, Accounting
Eaton Vance Management 1990 - Present
Education
The University of Chicago 1985 — 1987
M.B.A., Finance
University at Albany, SUNY 1979 — 1983
B.S., Business Administration
Tappan Zee High School
Ned Davis Research October 2014 - Present
Thompson Research Group March 2013 - January 2014
Scotiabank May 2011 - February 2013
Eaton Vance Management 2001 - 2010
Skills
Equity Research, Investments, Equities
Education
Boston University Questrom School of Business
Master of Science, Investment Management
Simmons College
Bachelor of Arts, Economics
Eaton Vance Management AssociateBingham McCutchen LLP1997 - 2002
Education
Georgetown University Law Center 1994 — 1997
Juris Doctor (J.D.)
McGill University 1989 — 1993
Bachelor's Degree, Classics
Eaton Vance Management December 1998 - Present
Putnam Investments December 1988 - December 1998
Education
Babson College 1975 — 1979
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 1973 — 1975
Bachelor’s Degree, Accounting
Massachusetts Bay Community College 1971 — 1973
Associate’s Degree, Accounting