Scott W. R. Firth

Experience

• 

  Takeda Oncology

  Feb 1998 - Jun 1998

  Purchasing Department Representative

  Abbott Personnel

• 

  Eaton Vance

  Oct 1998 - Jan 2007

  • Territory: New York, Mid-Atlantic, Florida and Puerto Rico• Grew sales and maintained client relationships for equity and fixed income separately managed accounts • Territory: Florida, North Carolina, South Carolina and Puerto Rico• Partnered with wholesaler to grow and maintain domestic and offshore mutual fund business • Team leader • Fielded inbound mutual fund investments calls from financial advisors and retail clients

  • Managed Account Sales Specialist

    Jan 2002 - Jan 2007

  • Internal Wholesaler

    Apr 2000 - Jan 2002

  • Marketing Support & Operations

    Oct 1998 - Apr 2000
• 

  Eaton Vance

  Oct 2007 - now

  • Awarded Wholesaler of the Year, Eaton Vance Wealth Management Solutions Group• Territory: New England, New York, Mid-Atlantic, Florida and Puerto Rico• Proven track record for growing sales in ultra high net worth investment solutions across Brokerage, Private Bank and Registered Investment Advisor (RIA) distribution channels• Dual role of Sales Specialist & Sales Manager• Responsible for selling separately managed accounts, mutual funds, alternative investments and private placements Show less

  • Executive Director, Senior Portfolio Strategy Consultant, Eaton Vance Distributors Member FINRA/SIPC

    Jan 2023 - now

  • Vice President, Portfolio Strategy Consultant, Eaton Vance Distributors, Inc. Member FINRA/SIPC

    Jun 2016 - now

  • Vice President, Global Relationship Manager (National Accounts)

    Jan 2011 - Jun 2016

  • Wealth Management Solutions Group Sales Specialist & Specialist Sales Manager

    Oct 2007 - Jan 2011