Sheila De Caprio, Cima®
About Sheila De Caprio, Cima®
Sheila De Caprio is an Assistant Vice President and Business Manager in Wealth Management Solutions at Eaton Vance, with over 11 years of experience in financial services. She has held various roles in sales and marketing, demonstrating strong communication skills and a proven ability to build client relationships.
Current Role at Eaton Vance
Sheila De Caprio currently serves as the Assistant Vice President, Business Manager for Wealth Management Solutions at Eaton Vance. She has held this position since 2021, contributing to the firm's strategic initiatives in wealth management. Her role involves overseeing business operations and ensuring effective management of wealth management services.
Previous Experience at Eaton Vance
Sheila De Caprio has extensive experience at Eaton Vance, where she worked in various capacities. She served as Assistant Vice President, Business Manager for IFI National Sales from 2019 to 2021. Prior to that, she was a Retail Marketing Analyst from 2015 to 2018 and held the position of Retail Product Marketing Analyst for eight months in 2018. Additionally, she worked as an Internal Wholesaler, Team Leader from 2012 to 2015.
Experience at Putnam Investments
Before her tenure at Eaton Vance, Sheila De Caprio worked at Putnam Investments. She was a Dealer Marketing Services Representative for four months in 2010 and later served as an Internal Wholesaler from 2011 to 2012. Her roles at Putnam Investments contributed to her understanding of the financial services industry.
Education and Certifications
Sheila De Caprio studied at the University of Pennsylvania - The Wharton School, where she completed the Certified Investment Management Analyst (CIMA) Program in January 2016. She also holds a Bachelor of Science degree in Marketing and Finance from Providence College, which she attended from 2006 to 2010.
Skills and Expertise
Sheila De Caprio possesses over 11 years of experience in financial services, focusing on sales, marketing, and management. She has demonstrated a proven ability to develop and maintain strong relationships with both internal and external clients. Her excellent communication and organizational skills, along with strong attention to detail, enhance her effectiveness in her roles.