Eaton Vance Management

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Eaton Vance Management Employees

Employee
Years
Job
Industry
Heidi Walker Heidi Walker Greater Boston Area Details
Heidi Walker's Eaton Vance Management Experience July 2004 - August 2007
Job Senior Network Engineer at Fidelity
Industry Telecommunications
Experience
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

Wendy Price, CFA Wendy Price, CFA Minneapolis, Minnesota Details
Wendy Price, CFA's Eaton Vance Management Experience June 2005 - December 2006
Job Vice President, Client Portfolio Manager at Columbia Threadneedle Investments
Industry Investment Management
Experience
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

Mary Proler Mary Proler Greater Boston Area Details
Mary Proler's Eaton Vance Management Experience October 2007 - Present
Job AVP, Assistant Treasury Manager at Eaton Vance Management
Industry Financial Services
Experience
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)

Judi DeCicco Judi DeCicco Seattle, Washington Details
Judi DeCicco's Eaton Vance Management Experience January 2005 - May 2007
Job
Industry Internet
Experience
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

Kathy Kasper Kathy Kasper Greater Boston Area Details
Kathy Kasper's Eaton Vance Management Experience 2006 - 2015
Job Vice President, Sr. Relationship Manager
Industry Investment Management
Experience
Eaton Vance Management   2006 - 2015
Cambridge Associates  2005 - 2006
State Street Research & Management  1986 - 2005

Education
Boston College
Bachelor of Arts (B.A.), Economics

Gerald Moore Gerald Moore Greater Boston Area Details
Gerald Moore's Eaton Vance Management Experience 2010 - 2013
Job President, CEO at Nido Surgical
Industry Medical Devices
Experience
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

Scott Sullivan, FRM Scott Sullivan, FRM Greater Boston Area Details
Scott Sullivan, FRM's Eaton Vance Management Experience 2008 - 2012
Job Senior Domain Consultant at Wipro Technologies
Industry Financial Services
Experience
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

Ra'ad Siraj Ra'ad Siraj Greater Boston Area Details
Ra'ad Siraj's Eaton Vance Management Experience 1999 - 2007
Job Managing Director and Head of Data Solutions at State Street Global Exchange (SSGX)
Industry Financial Services
Experience
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

Sahil Fakih Sahil Fakih Greater Boston Area Details
Sahil Fakih's Eaton Vance Management Experience August 2012 - December 2012
Job Securitization and Structured Finance Manager at Goji
Industry Financial Services
Experience
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.

Susan H. Murphy Susan H. Murphy Greater Boston Area Details
Susan H. Murphy's Eaton Vance Management Experience March 2012 - February 2014
Job Principal, Susan H, Murphy Communications
Industry Marketing and Advertising
Experience
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

Isabel Depina Isabel Depina Greater Boston Area Details
Isabel Depina's Eaton Vance Management Experience March 2006 - July 2009
Job Marketing/Business Development at Meketa Investment Group
Industry Investment Management
Experience
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

Jerry Saint-Albert Jerry Saint-Albert Greater Boston Area Details
Jerry Saint-Albert's Eaton Vance Management Experience January 2010 - July 2010
Job DJ and CEO at ForeverVybz
Industry Information Technology and Services
Experience
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

TJ Weyl TJ Weyl Greater Boston Area Details
TJ Weyl's Eaton Vance Management Experience August 2010 - September 2010
Job Sales and Trading Analyst at Barclays
Industry Financial Services
Experience
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

Garth Swensen Garth Swensen Boston, Massachusetts Details
Garth Swensen's Eaton Vance Management Experience July 2008 - July 2015
Job Financial Reporting Specialist at GMO
Industry Investment Management
Experience
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

Erin O'Connor Erin O'Connor Springfield, Massachusetts Details
Erin O'Connor's Eaton Vance Management Experience August 2012 - May 2014
Job Analyst at Babson Capital Management
Industry Financial Services
Experience
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

Peter DeBruin Peter DeBruin Boston, Massachusetts Details
Peter DeBruin's Eaton Vance Management Experience 1986 - 1988
Job VP, Sustainability Strategist & Global Head of Office of Environmental Sustainability
Industry Financial Services
Experience
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

Frank Wertz, PMP, CLSSGB Frank Wertz, PMP, CLSSGB Greater Boston Area Details
Frank Wertz, PMP, CLSSGB's Eaton Vance Management Experience July 2006 - 2008
Job Sr. Project Manager at Leapfrog Systems
Industry Hospital & Health Care
Experience
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

Sam Plotkin, CFA Sam Plotkin, CFA Greater Boston Area Details
Sam Plotkin, CFA's Eaton Vance Management Experience March 2011 - Present
Job Associate Analyst at Eaton Vance
Industry Financial Services
Experience
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

Ed Sullivan Ed Sullivan Boston, Massachusetts Details
Ed Sullivan's Eaton Vance Management Experience September 2009 - October 2011
Job Business Development at Celent
Industry Insurance
Experience
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

Pamela Begin Pamela Begin Greater Boston Area Details
Pamela Begin's Eaton Vance Management Experience May 2012 - Present
Job Payroll Specialist
Industry Financial Services
Experience
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

Sarah Morton Sarah Morton Greater Boston Area Details
Sarah Morton's Eaton Vance Management Experience 2005 - 2013
Job Experienced Institutional Distribution professional
Industry Financial Services
Experience
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

Alexander Rockwell Alexander Rockwell Boston, Massachusetts Details
Alexander Rockwell's Eaton Vance Management Experience January 2004 - August 2008
Job Head of Technology at CoPatient, Inc.
Industry Computer Software
Experience
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

Michelle L. DiChiara Michelle L. DiChiara Quincy, Massachusetts Details
Michelle L. DiChiara's Eaton Vance Management Experience January 2007 - January 2011
Job Sharepoint Consultant at Whitridge Associates
Industry Information Technology and Services
Experience
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

Bruce Lewis Bruce Lewis Greater Boston Area Details
Bruce Lewis's Eaton Vance Management Experience November 2011 - September 2012
Job
Industry Computer Software
Experience
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

James Macon James Macon Burlington, Vermont Area Details
James Macon's Eaton Vance Management Experience September 1998 - September 2000
Job Managing Partner at Closed Loop Capital
Industry Venture Capital & Private Equity
Experience
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

David Griesbauer David Griesbauer Boulder, Colorado Details
David Griesbauer's Eaton Vance Management Experience February 2007 - December 2011
Job Vice President Client Solutions at Markit
Industry Information Technology and Services
Experience
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

Carla Lopez-Codio Carla Lopez-Codio Greater Boston Area Details
Carla Lopez-Codio's Eaton Vance Management Experience Pricing AnalystPricewaterhouseCoopers2000 - 2005
Job AVP Valuation/Pricing Manager at Eaton Vance Management
Industry Investment Management
Experience
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

Jordan Kohn Jordan Kohn Boston, Massachusetts Details
Jordan Kohn's Eaton Vance Management Experience June 2013 - August 2013
Job Associate Analyst at Wells Fargo Securities, LLC
Industry Financial Services
Experience
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

Tom Salemy, CFA, CAIA Tom Salemy, CFA, CAIA Chicago, Illinois Details
Tom Salemy, CFA, CAIA's Eaton Vance Management Experience January 2010 - September 2010
Job Institutional Investment Consulting @ Marquette Associates
Industry Financial Services
Experience
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

Jennifer Schultz-Johnson PMP Jennifer Schultz-Johnson PMP Boston, Massachusetts Details
Jennifer Schultz-Johnson PMP's Eaton Vance Management Experience May 2007 - Present
Job VP Senior Project Manager
Industry Financial Services
Experience
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

Kyra Fecteau, CFA Kyra Fecteau, CFA Boston, Massachusetts Details
Kyra Fecteau, CFA's Eaton Vance Management Experience June 2007 - August 2008
Job Research Analyst, AVP at Merganser Capital Management
Industry Investment Management
Experience
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

Skip Willauer, CFA, CFP, MBA Skip Willauer, CFA, CFP, MBA Greater Boston Area Details
Skip Willauer, CFA, CFP, MBA's Eaton Vance Management Experience June 2003 - August 2010
Job Global Asset Allocation Analysis, Strategy & Tactics
Industry Investment Management
Experience
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

Brad Wagoner Brad Wagoner Boston, Massachusetts Details
Brad Wagoner's Eaton Vance Management Experience July 2008 - August 2011
Job Senior Business Consultant Corporate Development Program at Liberty Mutual Insurance
Industry Insurance
Experience
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

Matthew Beaudry Matthew Beaudry Boston, Massachusetts Details
Matthew Beaudry's Eaton Vance Management Experience July 2006 - Present
Job Vice President, Institutional Portfolio Manager at Eaton Vance Management
Industry Financial Services
Experience
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

Jay Gill Jay Gill Greater Boston Area Details
Jay Gill's Eaton Vance Management Experience July 2006 - May 2009
Job
Industry Real Estate
Experience
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

Evan Rourke Evan Rourke Greater New York City Area Details
Evan Rourke's Eaton Vance Management Experience 2009 - Present
Job
Industry Investment Management
Experience
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

Leon Thomas Leon Thomas Phoenix, Arizona Area Details
Leon Thomas's Eaton Vance Management Experience April 2001 - July 2004
Job Project Manager at FusionStorm
Industry Information Technology and Services
Experience
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

Amy Burns Amy Burns Greater Boston Area Details
Amy Burns's Eaton Vance Management Experience January 2004 - March 2007
Job Manager, RFP Team, Acadian Asset Management
Industry Financial Services
Experience
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

aamer khan aamer khan Greater Boston Area Details
aamer khan's Eaton Vance Management Experience investment officerPrincipal Financial Group1996 - 2000
Job vice president at eaton vance management
Industry Financial Services
Experience
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

Chris OMalley Chris OMalley Greater Boston Area Details
Chris OMalley's Eaton Vance Management Experience February 2008 - November 2013
Job Equity Analyst at Eaton Vance Management
Industry Investment Management
Experience
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

Elizabeth Scott Luther Elizabeth Scott Luther Washington D.C. Metro Area Details
Elizabeth Scott Luther's Eaton Vance Management Experience February 2003 - May 2004
Job
Industry Food Production
Experience
Luther Family   June 2004 - Present
Eaton Vance Management   February 2003 - May 2004
RCN Corporation  1996 - 2002

Education
George Mason University   1995 — 1998

Carl Iannacci Carl Iannacci Greater Boston Area Details
Carl Iannacci's Eaton Vance Management Experience January 2007 - March 2012
Job Regional Director at Ovation Partners
Industry Investment Management
Experience
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

Adam Andrew Weigold, CFA Adam Andrew Weigold, CFA Greater Boston Area Details
Adam Andrew Weigold, CFA's Eaton Vance Management Experience August 1998 - Present
Job Vice President, Senior Municipal Portfolio Manager at Eaton Vance
Industry Financial Services
Experience
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

Russell Curtis Russell Curtis Flagstaff, Arizona Area Details
Russell Curtis's Eaton Vance Management Experience May 2000 - December 2014
Job Financial Services Executive
Industry Financial Services
Experience
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

Dawn F Dawn F Providence, Rhode Island Area Details
Dawn F's Eaton Vance Management Experience December 1995 - April 2007
Job Paraplanner at BWA
Industry Financial Services
Experience
BWA  January 2013 - Present
BWA  October 2007 - January 2013
Eaton Vance Management   December 1995 - April 2007
Twin River (Lincoln Greyhound Park)   January 1989 - December 1995

Skills
Mutual Funds

Education
Rhode Island College
B.A., Major, Psychology

William Ahern, CFA, CMT William Ahern, CFA, CMT Greater Boston Area Details
William Ahern, CFA, CMT's Eaton Vance Management Experience 1994 - 2014
Job Portfolio Manager/Fixed Income
Industry Investment Management
Experience
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

Eric Mueller, CFA Eric Mueller, CFA Greater Boston Area Details
Eric Mueller, CFA's Eaton Vance Management Experience 2006 - 2006
Job Senior Vice President at Income Research & Management
Industry Financial Services
Experience
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

Sean Jost Sean Jost Springfield, Massachusetts Details
Sean Jost's Eaton Vance Management Experience April 1998 - September 1999
Job Client Services Investment Only at MassMutual
Industry Investment Management
Experience
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

Dan McCarthy Dan McCarthy Greater Boston Area Details
Dan McCarthy's Eaton Vance Management Experience 2006 - 2011
Job Institutional Business Development at Columbia Management
Industry Investment Management
Experience
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

Richard A. Michaels Richard A. Michaels Greater Boston Area Details
Richard A. Michaels's Eaton Vance Management Experience January 2009 - Present
Job Assistant Vice President, Quality Assurance & Release Manager, CTFL, ITIL
Industry Investment Management
Experience
Eaton Vance Management   January 2009 - Present
Eaton Vance  November 2006 - January 2009
Eaton Vance  January 2005 - October 2006
The Hartford  October 2004 - December 2004

Skills
SQL, Web Applications, Agile Methodologies, HTML, Software Development, Business Requirements, Enterprise Software, Quality Assurance, C#, Risk Management, SAP, Business Analysis, SDLC, Integration, Software Project..., Requirements Gathering, Requirements Analysis

Education
Pace University   1989 — 1993
Managerial Accounting

Laura Donovan Laura Donovan Greater Boston Area Details
Laura Donovan's Eaton Vance Management Experience October 2005 - Present
Job VP, Compliance Manager at Eaton Vance Management
Industry Financial Services
Experience
Eaton Vance Management   October 2005 - Present

Education
Suffolk University - Sawyer Business School   2005 — 2008
MBA, Finance

University of Vermont   1994 — 1998
BA, History

Victoria Faucher Victoria Faucher Manchester, New Hampshire Details
Victoria Faucher's Eaton Vance Management Experience March 2006 - Present
Job Stock Plan Administrator at Eaton Vance Corp
Industry Financial Services
Experience
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

Rick Spillane Rick Spillane Greater Boston Area Details
Rick Spillane's Eaton Vance Management Experience April 2010 - Present
Job Lecturer at Babson College
Industry Financial Services
Experience
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

Gary LeFave Gary LeFave Greater Boston Area Details
Gary LeFave's Eaton Vance Management Experience February 2011 - Present
Job Director of Finance, Real Estate Investment Group at Eaton Vance Management
Industry Financial Services
Experience
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

Kelley Baccei Kelley Baccei Greater Boston Area Details
Kelley Baccei's Eaton Vance Management Experience October 2014 - Present
Job Portfolio Manager at Eaton Vance Management
Industry Financial Services
Experience
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

Jeff Parsons Jeff Parsons Greater Boston Area Details
Jeff Parsons's Eaton Vance Management Experience August 2008 - June 2014
Job Senior Equity Analyst
Industry Financial Services
Experience
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

Cathy Corrigan McDermott Cathy Corrigan McDermott Greater Boston Area Details
Cathy Corrigan McDermott's Eaton Vance Management Experience October 2000 - Present
Job VP/Portfolio Manager at Eaton Vance Management
Industry Financial Services
Experience
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!

Pat Stadel Pat Stadel San Diego, California Details
Pat Stadel's Eaton Vance Management Experience 1994 - 1999
Job Property & Asset Manager, Rigging Mfgr
Industry Real Estate
Experience
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

Gabe Grossman Gabe Grossman Boca Raton, Florida Details
Gabe Grossman's Eaton Vance Management Experience 1999 - 2004
Job Executive Vice President at The Finch Group
Industry Real Estate
Experience
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

Scott St John Scott St John Greater Boston Area Details
Scott St John's Eaton Vance Management Experience 1995 - 1999
Job Partner Wellington Management
Industry Financial Services
Experience
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

Craig Brandon Craig Brandon Greater Boston Area Details
Craig Brandon's Eaton Vance Management Experience January 2014 - Present
Job Co Director of Municipal Investments at Eaton Vance Management
Industry Investment Management
Experience
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

Joseph Lynch Joseph Lynch Greater Boston Area Details
Joseph Lynch's Eaton Vance Management Experience September 2007 - March 2013
Job Senior Level Finance Executive
Industry Investment Management
Experience
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

David Reilly, CFA David Reilly, CFA Greater Boston Area Details
David Reilly, CFA's Eaton Vance Management Experience 1991 - 1996
Job Institutional Portfolio Manager Strategic Advisors at Fidelity Investments
Industry Investment Management
Experience
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

Paul Norton Paul Norton Greater Boston Area Details
Paul Norton's Eaton Vance Management Experience October 2005 - January 2009
Job Talent Acquisition Consultant at State Street Global Advisors
Industry Financial Services
Experience
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

Joyce (Cauchon) Rowan Joyce (Cauchon) Rowan Sacramento, California Area Details
Joyce (Cauchon) Rowan's Eaton Vance Management Experience May 1986 - February 1999
Job Adjuster at State Fund
Industry Insurance
Experience
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

Katy Burke Katy Burke Greater Boston Area Details
Katy Burke's Eaton Vance Management Experience May 2006 - Present
Job Vice President and Counsel at Eaton Vance Management
Industry Investment Management
Experience
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

Jacob Kann, CFA Jacob Kann, CFA Baltimore, Maryland Area Details
Jacob Kann, CFA's Eaton Vance Management Experience May 2008 - December 2008
Job Associate Analyst at T. Rowe Price
Industry Investment Management
Experience
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

Tom Flinn, CPA Tom Flinn, CPA Greater Boston Area Details
Tom Flinn, CPA's Eaton Vance Management Experience January 2008 - December 2010
Job Vice President at Beacon Capital Partners
Industry Real Estate
Experience
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

Michael Weilheimer Michael Weilheimer Boston, Massachusetts Details
Michael Weilheimer's Eaton Vance Management Experience 1990 - Present
Job Portfolio Manager, Director of High Yield Investments at Eaton Vance Management
Industry Financial Services
Experience
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

Callie Gauzer Callie Gauzer Boston, Massachusetts Details
Callie Gauzer's Eaton Vance Management Experience 2001 - 2010
Job Director, Institutional Sales at Ned Davis Research
Industry Investment Management
Experience
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

Deidre Walsh Deidre Walsh Winchester, Massachusetts Details
Deidre Walsh's Eaton Vance Management Experience AssociateBingham McCutchen LLP1997 - 2002
Job Vice President Legal at Eaton Vance Management
Industry Investment Management
Experience
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

Paul O'Neil Paul O'Neil United States Details
Paul O'Neil's Eaton Vance Management Experience December 1998 - Present
Job Vice President and Chief Compliance Officer at Eaton Vance Management
Industry
Experience
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