Carrie Guan
About Carrie Guan
Carrie Guan is a Mutual Fund Services Representative at Eaton Vance, where she has worked since 2020. She has previous experience as an intern at State Street and Eaton Vance, and she holds a degree from Union College.
Current Role at Eaton Vance
Carrie Guan serves as a Mutual Fund Services Representative at Eaton Vance, a position she has held since 2020. In this role, she is responsible for managing mutual fund operations and providing support to clients. Her experience in this capacity contributes to the efficient functioning of mutual fund services within the organization.
Previous Experience at State Street
Carrie Guan has a history of working at State Street in various roles. She began as a Summer Intern from 2015 to 2016, followed by a position as a Fund Accountant Intern in 2017 for two months. In 2018, she worked as a Global Client Services Intern for two months. These experiences provided her with a solid foundation in financial services and client management.
Internship Experience at Eaton Vance
In 2019, Carrie Guan completed a two-month internship as a Distribution Administration Intern at Eaton Vance. This role allowed her to gain insights into distribution processes and operations within the mutual fund industry, further enhancing her skill set prior to her current position.
Education at Union College
Carrie Guan attended Union College from 2016 to 2020, where she completed her undergraduate studies. Her education provided her with essential knowledge and skills relevant to her career in finance and mutual fund services.