Mark Milan, Csric™
About Mark Milan, Csric™
Mark Milan serves as the Vice President and Regional Director at Eaton Vance Distributors, Inc., where he has worked since 2004. Previously, he held the position of Vice President at Franklin Templeton for a decade.
Current Role at Eaton Vance
Mark Milan serves as Vice President and Regional Director at Eaton Vance Distributors, Inc. He has held this position since 2004. In this role, he is responsible for overseeing distribution strategies and managing regional sales efforts. His work involves collaborating with financial advisors and institutions to promote Eaton Vance's investment products. As a member of FINRA and SIPC, he adheres to industry regulations and standards.
Previous Experience at Franklin Templeton
Prior to his current role, Mark Milan worked at Franklin Templeton from 1994 to 2004. During his ten years there, he held the position of Vice President in Charlotte, North Carolina. His responsibilities included managing client relationships and developing sales strategies to enhance the firm's market presence. This experience contributed to his expertise in the investment management industry.
Professional Designation
Mark Milan holds the designation of Csric™, which signifies his commitment to continuing education and professional development in the financial services sector. This designation reflects his knowledge in socially responsible investing and his ability to guide clients in making informed investment decisions.