Kellen Smith, Cima®, Csric™
About Kellen Smith, Cima®, Csric™
Kellen Smith is an Internal Consultant in the Brokerage Channel at Eaton Vance in New York City, where he has worked since 2017. He holds a Bachelor's degree in Business Administration with concentrations in Finance and Marketing from Merrimack College and completed Executive Education at Yale School of Management in 2020.
Work at Eaton Vance
Kellen Smith serves as an Internal Consultant in the Brokerage Channel at Eaton Vance, based in New York City. He has held this position since 2017, contributing to the firm for over seven years. Prior to his current role, he worked at Eaton Vance as a Mutual Fund Services and Sales Support Representative from 2016 to 2017. He also gained experience as an Intern in Investment Operations for three months in 2015. His tenure at Eaton Vance reflects a progressive career within the organization.
Education and Expertise
Kellen Smith completed his Bachelor's degree in Business Administration with concentrations in Finance and Marketing at Merrimack College from 2012 to 2016. He furthered his education at the Yale School of Management, where he participated in an Executive Education program in 2020, lasting 11 months. This educational background provides him with a solid foundation in financial principles and business strategies.
Previous Experience
Before joining Eaton Vance, Kellen Smith worked as a Bloomberg Capital Markets Lab Assistant at Merrimack College from 2014 to 2016. In this role, he supported students and faculty in utilizing Bloomberg terminals for financial analysis and research. His early experience at Eaton Vance as an Intern in Investment Operations also contributed to his understanding of investment processes and operations.