Eaton Vance - Greater Atlanta Area since Jun 2011
DCIO & Subadvisory - Southeast Regional Representative
Eaton Vance Jan 2010 - Jul 2011
Regional Representative - TX/OK
Eaton Vance Jan 2008 - Dec 2009
Regional Representative - Mid-Atlantic/SouthEast
Eaton Vance Jan 2004 - Dec 2007
Internal Wholesaler
Avon Old Farms School 1999 - 2002
Faculty Member
Education:
Boston University 2002 - 2003
M. Ed, Foreign Language Education
Colby College 1995 - 1999
BA, International Studies
Eaglebrook
Skills:
Series 7 Series 63 Investments Mutual Funds Asset Allocation Asset Management Investment Strategies Finra Series 6 Retirement Financial Services Portfolio Management Alternative Investments Fixed Income Retirement Planning Securities Investment Advisory Wealth Management 401K