Patrick Cerrato Cima®
About Patrick Cerrato Cima®
Patrick Cerrato Cima® serves as the Vice President and Regional Director at Eaton Vance Distributors, Inc., focusing on the New York City area. He has over a decade of experience in the financial services industry, having previously worked at Fidelity Investments and Eaton Vance in various roles.
Current Role at Eaton Vance
Patrick Cerrato serves as the Vice President and Regional Director at Eaton Vance Distributors, Inc. He has held this position since 2013, focusing on the New York City Metropolitan Area. In this role, he collaborates with financial advisors to deliver innovative product solutions and value-added programs from Eaton Vance. His extensive experience in the financial services industry supports his efforts in enhancing client relationships and promoting Eaton Vance's offerings.
Previous Experience in Financial Services
Prior to his current role, Patrick Cerrato worked as an Internal Wholesaler at Eaton Vance from 2009 to 2013 in Boston, Massachusetts. He also has experience from Fidelity Investments, where he served as an Internal Wholesaler from 2006 to 2009 in Smithfield, Rhode Island. These positions provided him with a solid foundation in sales and client relationship management within the financial sector.
Education and Expertise
Patrick Cerrato earned a Bachelor's degree in Political Science and Government from Loyola University Maryland. His educational background contributes to his understanding of regulatory environments and market dynamics, which are essential in his role within the financial services industry.
Professional Affiliations
Patrick Cerrato is a member of FINRA and SIPC, which underscores his commitment to maintaining industry standards and regulatory compliance. His affiliation with these organizations reflects his dedication to ethical practices in the financial services sector.