Jack Moriarty, Cfp®, Csric™
About Jack Moriarty, Cfp®, Csric™
Jack Moriarty is a Regional Director at Eaton Vance, where he collaborates with financial advisors in North Carolina and Virginia to provide education on financial products. He has a background in marketing and analysis from previous roles at Putnam Investments and State Street, and holds a Bachelor of Business Administration from UMass Amherst.
Current Role at Eaton Vance
Jack Moriarty serves as the Regional Director at Eaton Vance, a position he has held since 2017. In this role, he partners with financial advisors across North Carolina and Virginia to provide education on Eaton Vance's financial products. His responsibilities include fostering relationships with advisors and enhancing their understanding of the company's offerings.
Previous Experience in Financial Services
Prior to his current position, Jack Moriarty worked at Putnam Investments as a Senior Regional Marketing Associate from 2014 to 2017. He spent three years in Andover, MA, where he focused on marketing strategies and advisor support. Before that, he was a Processing Analyst at State Street from 2012 to 2014, gaining valuable experience in financial operations while based in Hadley, MA.
Education and Qualifications
Jack Moriarty earned a Bachelor of Business Administration (BBA) in Finance from the Isenberg School of Management at UMass Amherst, completing his studies from 2010 to 2014. He also holds several licenses from FINRA, including Series 7, Series 63, and Series 65, which enhance his qualifications in the financial industry.
Expertise in Consultative Selling
Jack Moriarty has developed expertise in consultative selling and business development, particularly within capital markets. His skills include managing client relationships effectively, utilizing both in-person meetings and video conferencing to maintain communication and support. He is also experienced in public speaking, having presented to large groups of clients.
High School Education
Jack Moriarty completed his high school education at Melrose High School, graduating in 2010. This foundational education set the stage for his future studies in business and finance.