Carson Terres

Experience

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  167 RAW

  Apr 2014 - Aug 2016

  -Monitored day-to-day actions dealing with the quantity and quality of oysters, clams, and other shellfish-Dealt with estimating new fish orders as well as making sure all products were healthily maintained-Had the opportunity to instruct others to shuck and set up a healthy and attractive raw bar for all to enjoy Catering company and mobile raw bar service based in Nantucket, MA.

  • Raw Bar Manager

    Apr 2014 - Aug 2016

  • Customer Service Associate

    Apr 2014 - Aug 2015
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  Nantucket Boat Basin

  Apr 2017 - Sept 2017

  Fuel Dock Engineer

  -Performed all duties conducted on the fuel dock-Facilitated satisfactory fueling operations while securing boats up to 125ft in length-Maintained and controlled thousands of gallons of fuel and collected all payments necessary-Communicated effectively with co-workers and all guests contributing towards the 2017 Best Overseas Marina/ Harbor Award by Sailing Today Magazine

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  State Street

  Jun 2018 - Aug 2018

  State Street Summer Intern

  -State Street Global Services, eCFM Product Support Team-Global Banking, Transactions, and Controls -Collected and categorized data to support trending, research, and planning using Excel-Communicated and coordinated with business partners on issue research, resolution, and action item completion-Gained valuable exposure to State Street specific products and learned more about the company's vision to simplify and improve client experience through automation and straight through processing Show less

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  Eaton Vance

  Jan 2020 - Jul 2021

  Mutual Fund Services Representative

  -Provided in-depth information to shareholders and registered representatives regarding an array of mutual fund accounts-Assisted with daily trade processing, technical support, and sales inquiries-Communicated precise and accurate fund information in a professional manner-Balanced new member mentoring and Series exam training with a focus on exceptional customer service

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  Parametric

  Jul 2021 - May 2023

  -Primary associate in support of three Executive Directors communicating with all levels of the institutional investment consultant community-Regularly engaged with internal and external contacts to provide detailed product and performance information to further position Parametric for success in a particular sales opportunity-Enhanced internal workflows and made sound business judgements as the independent Consultant Relations Associate on the Institutional Distribution team-Managed opportunities in the pipeline via Salesforce and ensured the dissemination of marketing materials was accurate for client/consultant presentations Show less

  • Consultant Relations Associate

    Dec 2022 - May 2023

  • Institutional Onboarding Associate

    Jul 2021 - Dec 2022
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  Parametric

  Aug 2023 - Jan 2024

  Institutional Onboarding Associate

  -Returned to Parametric as a part-time Associate working as the lead contact for onboarding new institutional clients and overseeing activity management of existing clients while pursuing my MBA at the University of Notre Dame

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  BlackRock

  Jul 2024 - now

  SMA Specialist