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Dan Sugameli, Cima® is listed as Portfolio Strategy Consultant, Eaton Vance Distributors, Inc. Member FINRA/SIPC at Eaton Vance, a with 1363 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Dan Sugameli, Cima®.
Dan Sugameli, Cima® previously worked as Senior Associate, Portfolio Strategy Consultant at Eaton Vance and Associate, Portfolio Strategy Consultant at Eaton Vance. Dan Sugameli, Cima® holds Bachelor Of Science, Finance from Fairfield University.
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Specialties: Certified Investment Management Analyst®Series 7, Series 6, Series 66 and Series 63 Certified
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• Primary contact for Home Office Research Analysts, Portfolio Managers and Strategists affiliated with Commonwealth Financial, Morningstar, Northwestern Mutual, RW Baird, Stifel, CitiBank & Envestnet.• Engage investment solutions and obtain placement in client model allocations & platform recommended lists.• Previously worked with Home Office Research Analysts affiliated with Schwab & HSBC.
Greater Boston Area
• Worked with Financial Advisors affiliated with Wirehouses in New Jersey, while developing investment solutions for their clients.• Traveled to the territory to run one on one meetings and presentations.• Team Leader, oversaw 22 Internal Wholesalers on the Wirehouse channel. Responsible for conducting weekly meetings and providing updates.• Internal Sales Desk Specialist for High Net Worth Solutions.• Provided territory management to External Wholesaler.• Previously worked with Wirehouse Advisors in the states of Oregon, Washington and Alaska.• Drove business and increased market share using product and financial industry knowledge.
• Provided territory management to External Wholesaler.• Worked extensively with Financial Advisors affiliated with Independent Broker Dealers in the states of Louisiana, Mississippi and Alabama, while developing retirement income solutions for their clients.• Developed and maintained strong business relationships with financial professionals.
Shelton, Ct
• Inbound sales support for the National Annuities Sales Desk.
• Worked closely with Internal/External Wholesalers and Sales management in a high energy and fast paced environment.• Created, mapped and presented personalized portfolios of top sales in regions for each External Wholesalers use.• Created lists of financial representatives for Wholesalers, showing their highest sales and calculating their highest potential.
Other employees you can reach at eatonvance.com. View company contacts for 1363 employees →
Fenasi Kerim
Colleague at Eaton VanceIstanbul, Türkiye, Turkey
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Payson Swaffield
Colleague at Eaton VanceBoston, Massachusetts, United States
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Craig Russ
Colleague at Eaton VanceBoston, Massachusetts, United States
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JG
John Gibson
Colleague at Eaton VanceWatertown, Massachusetts, United States
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Wilson Elaine
Colleague at Eaton VanceSão Paulo, Brazil
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JD
Jeff Davidson
Colleague at Eaton VanceAntwerp, Flemish Region, Belgium
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Michael Grieve
Colleague at Eaton VanceGreater Boston, United States
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Lui Polanco
Colleague at Eaton VanceBoston, Massachusetts, United States
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Lady Curt
Colleague at Eaton VanceMetairie, Louisiana, United States
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MD
Michael Devlin
Colleague at Eaton VanceMalden, Massachusetts, United States
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Quick answers generated from the profile data available on this page.
Dan Sugameli, Cima® works for Eaton Vance.
Dan Sugameli, Cima® is listed as Portfolio Strategy Consultant, Eaton Vance Distributors, Inc. Member FINRA/SIPC at Eaton Vance.
Dan Sugameli, Cima® is based in Boston, Massachusetts, United States while working with Eaton Vance.
Dan Sugameli, Cima® has worked for Eaton Vance and Prudential Financial.
Dan Sugameli, Cima®'s colleagues at Eaton Vance include Fenasi Kerim, Payson Swaffield, Craig Russ, John Gibson, and Wilson Elaine.
You can use AeroLeads to view verified contact signals for Dan Sugameli, Cima® at Eaton Vance, including work email, phone, and LinkedIn data when available.
Dan Sugameli, Cima® holds Bachelor Of Science, Finance from Fairfield University.
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