Connor Morenzi
Regional Director | Eaton Vance Distributors, Inc. Member FINRA/SIPC
- Role
- Regional Director at Eaton Vance
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Regional Director
Apr 2023 — Present · Denver, CO, US
External Wholesaler covering: AZ, So CA, CO, HI, NE, NM, NV, & UTMSIM, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services. Each MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, and Atlanta Capital Management LLC. Mutual funds are distributed by Eaton Vance Distributors, Inc. & Morgan Stanley Distribution, Inc. ETFs are Distributed by Foreside Fund Services, LLCAll posts and messages are subject to the following terms, including our Privacy Pledge, which can be found under the Contact Information section, above.Individuals may only transact business in states where [he/she] is registered or excluded or exempted from registration. To check the background of this investment professional on FINRA\'s BrokerCheck please follow the link, found under the Contact Information section, above.NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT
Education
University of Mississippi
Bachelor’s Degree, Finance
2014 — 2018
Skills
- Project Management
- Microsoft Powerpoint
- Powerpoint
- Microsoft Excel
- Microsoft Office
- Sales
- Research
- Customer Service
- Leadership
- Microsoft Word
- Strategic Planning
- Training
- Teamwork
- Management
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