Kellen Smith

Kellen Smith

Regional Director- Brokerage Channel, Nyc @Eaton Vance

New York, NY, US
MOBILE NUMBERS
+12•••••••35

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WORK HISTORY

Mar 2025 — Present

Regional Director- Brokerage Channel, Nyc @Eaton Vance

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New York, NY, US

MSIM, 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

2020 — 2020

Yale School of Management

Executive Education

2012 — 2016

Merrimack College

Bachelor's degree, Business Administration-Finance and Marketing Concentrations

SKILLS

Customer ServiceSocial NetworkingMarketingBloomberg TerminalPublic SpeakingPaintingSocial MediaTime ManagementPowerpointMicrosoft ExcelGroup WorkTeamworkFinancial ServicesNetworkingLeadershipPeople SkillsProblem SolvingClose Attention to DetailMicrosoft OfficeSalesMicrosoft WordResearchHighly Personable

ABOUT KELLEN SMITH

Regional Director- New York City, Eaton Vance Distributors, Inc. Member FINRA/ SPIC

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