Nicholas Lim, CIMA®

Experience

• 

  Bank of America

  Dec 2012 - Dec 2014

  Teller
• 

  KeyBank

  Dec 2014 - Dec 2016

  Teller
• 

  Key Private Bank

  Dec 2016 - Mar 2019

  Private Banking Product Specialist (DDAs, Loans, etc.) for the OR & AK market.

  • Portfolio Management Associate

    Oct 2018 - Mar 2019

  • Relationship Associate

    Dec 2016 - Oct 2018
• 

  Parametric

  Mar 2019 - Nov 2021

  Client Relations Representative

  National Client Service Specialist for Direct Indexing portfolio, serving the RIA & Family Office community.

• 

  Eaton Vance

  Oct 2021 - now

  Internal Wholesaler serving the RIA, Family Office, & Bank/Trust community. Provide representation of all solutions for the following investment managers: Eaton Vance, Parametric, Atlanta Capital, Calvert, & Morgan Stanley Investment Management. Geographical Coverage: Arizona, Colorado, North/South Dakota, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, New Mexico, Oklahoma, Texas, Wisonsin2023 Internal Wholesaler of the Year. 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 Show less

  • Regional Director

    Jun 2024 - now

  • Wealth Advisor Consultant

    Oct 2021 - Jun 2024