Patrick Mc Mahon, Csric®
About Patrick Mc Mahon, Csric®
Patrick McMahon is an Internal Consultant at Eaton Vance, where he has worked since 2020. He has a background in wealth management and customer service, having previously held positions at Morgan Stanley, Fidelity Investments, and Shaw's Supermarkets.
Current Role at Eaton Vance
Patrick McMahon serves as an Internal Consultant at Eaton Vance, a position he has held since 2020. In this role, he provides support to financial advisors across various regions, including Illinois (excluding Metro Chicago), Kansas, Missouri, and Northern California. His responsibilities include acting as a resource for advisors on products and services offered by Eaton Vance, Parametric, Morgan Stanley, and Calvert. He focuses on delivering solutions for complex investment planning decisions and assists with operational needs to ensure timely delivery of up-to-date information.
Previous Experience in Financial Services
Prior to his current position, Patrick McMahon worked at Eaton Vance as an Internal Sales Support Representative for nine months in 2020. He also gained experience as a Wealth Management Intern at Morgan Stanley from 2018 to 2019 in Boston, MA. Additionally, he served as a Customer Relationship Advocate at Fidelity Investments for eight months in 2019 to 2020 in Merrimack, NH. This diverse background in financial services has equipped him with valuable insights into client relations and investment strategies.
Background in Retail Management
Patrick McMahon has a significant background in retail management, having worked at Shaw's Supermarkets for several years in various roles. His positions included Front End Supervisor, Night Relief Manager, Service Desk Clerk, Cashier, Bookkeeper, and Bagger, spanning from 2012 to 2019. This extensive experience in customer service and operations management has contributed to his skills in team leadership and operational efficiency.
Education and Academic Qualifications
Patrick McMahon studied at Bentley University, where he earned a Bachelor of Science degree in Managerial Economics with a concentration in Management and a minor in Supply Chain & Operations Management from 2015 to 2019. He also completed his high school education at Melrose High School from 2011 to 2015. His academic background has provided him with a strong foundation in economic principles and management practices.