Peter Smith
About Peter Smith
Peter Smith is an Internal Specialist at Eaton Vance, where he has worked since 2015. He has prior experience in investment roles at Rs Investments and an internship at Morgan Stanley, and he holds a Bachelor of Science in Economics from St. Lawrence University.
Current Role at Eaton Vance
Peter Smith has been working as an Internal Specialist at Eaton Vance since 2015. In this role, he is responsible for supporting the sales team and enhancing client relationships. His experience in the financial services industry allows him to provide valuable insights and assistance to internal stakeholders. Based in Boston, Massachusetts, he has contributed to the firm's operational efficiency and client engagement strategies over the past nine years.
Previous Experience at Rs Investments
Peter Smith worked at Rs Investments in San Francisco, California, from 2013 to 2015. He served as an Internal Wholesaler for 11 months and then as an Investment Specialist for one year. In these roles, he focused on client communications and investment strategies, helping to facilitate the firm's investment offerings and client outreach efforts.
Educational Background in Economics
Peter Smith studied at St. Lawrence University from 2009 to 2013, where he earned a Bachelor of Science degree in Economics. His education provided him with a strong foundation in economic principles and financial analysis, which he has applied throughout his career in the financial services sector.
Internship Experience at Morgan Stanley
In 2012, Peter Smith completed a two-month internship at Morgan Stanley in New York, New York. During this internship, he aided a Financial Advisor by researching companies for potential inclusion in client portfolios. He also analyzed portfolio performance over various time periods, which enhanced his analytical skills and understanding of investment strategies.
Early Career and Additional Roles
Before his tenure at Rs Investments, Peter Smith worked at Planesense, Inc. for two months in 2011, where he organized marketing events aimed at recruiting future clients. He also drafted a policy and procedures manual during his internship at the company. Additionally, he gained early experience in the financial sector through a brief internship at Morgan Stanley and has a background in competitive skiing from his time at St. Lawrence University.