Allison Goldie
About Allison Goldie
Allison Goldie is a Portfolio Management Associate at Eaton Vance, where she has worked for over eight years in various roles, including Portfolio Management Assistant and Administrative Assistant in the Municipal Bond department. She holds a Bachelor's degree from Clarkson University and an Associate's degree from Paul Smith's College, and has a background in client services coordination.
Current Role at Eaton Vance
Allison Goldie currently serves as a Portfolio Management Associate at Eaton Vance, a position she has held since 2019. In this role, she is involved in various aspects of portfolio management, contributing to the firm's investment strategies and client services. Her tenure at Eaton Vance has allowed her to gain extensive experience in the financial sector, specifically in managing investment portfolios.
Previous Experience at Eaton Vance
Allison Goldie has a significant history with Eaton Vance, having worked there for over eight years. She began her career as an Administrative Assistant in the Municipal Bond department from 2014 to 2019. Following this role, she transitioned to a Portfolio Management Assistant from 2017 to 2019, before advancing to her current associate position. This progression highlights her expertise in portfolio management and municipal bonds.
Educational Background
Allison Goldie holds a Bachelor's degree from Clarkson University. Prior to this, she earned an Associate's degree in Liberal Arts and Sciences from Paul Smith's College. Her educational background provides her with a strong foundation in critical thinking and analytical skills, which are essential in her current role in portfolio management.
Client Services Coordination Experience
Before joining Eaton Vance, Allison Goldie worked as a Client Services Coordinator at Lee Hecht Harrison from 2013 to 2014. This role involved managing client interactions and ensuring service delivery, which has contributed to her strong client service skills. Additionally, she worked as an Administrative Assistant at The Martin Group, Inc for 11 months in 2012, further enhancing her administrative and coordination capabilities.
Expertise in Municipal Bonds
Allison Goldie possesses strong expertise in municipal bonds, developed during her time as an Administrative Assistant in the Municipal Bond department at Eaton Vance. This specialization has equipped her with the knowledge and skills necessary to navigate the complexities of municipal finance and investment strategies.