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Nicholas Lim, Cima® is listed as Regional Director at Eaton Vance, a with 1363 employees, based in Newport Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Nicholas Lim, Cima®.
Nicholas Lim, Cima® previously worked as Wealth Advisor Consultant at Eaton Vance and Client Relations Representative at Parametric. Nicholas Lim, Cima® holds Bachelor Of Arts - Ba, Finance from Portland State University.
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Accomplished Financial Professional with a demonstrated history of working in the Banking, Wealth, and Asset Management industries. Strong consultative sales and relationship management focus in the US Intermediary space, calling on RIAs, Family Offices, Independent Advisors, and Bank/Trusts. CIMA designee.
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Greater Los Angeles, California, United States
External 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: Southern California, Arizona, Utah, & Nevada.
Seattle, Washington, United States
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
Seattle, Washington
National Client Service Specialist for Direct Indexing portfolios, serving the RIA & Family Office community. Parametric Commitment to Excellence Award winner 2021.
Portland, Oregon Area
Private Banking Product Specialist (DDAs, Loans, etc.) for the OR & AK market.
Other employees you can reach at eatonvance.com. View company contacts for 1363 employees →
Erin Queen
Colleague at Eaton VancePittsburgh, Pennsylvania, United States
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Chris Egan
Colleague at Eaton VanceGreater Houston, United States
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Jim Durocher
Colleague at Eaton VanceMedfield, Massachusetts, United States
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Alan Cevallos
Colleague at Eaton VanceGiza, Al Jizah, Egypt
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Bradley A. Powell, Cfa
Colleague at Eaton VanceLondon, England, United Kingdom
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Lhadolma Bhattachan
Colleague at Eaton VanceUnited States
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Amin Tahtah Toumi
Colleague at Eaton VanceAmposta, Catalonia, Spain
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Terry Thorley
Colleague at Eaton VanceQuincy, Massachusetts, United States
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Jack Bauer
Colleague at Eaton VanceBaltimore City County, Maryland, United States
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Cole Pfeiffer, Cfa
Colleague at Eaton VanceDallas, Texas, United States
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Quick answers generated from the profile data available on this page.
Nicholas Lim, Cima® works for Eaton Vance.
Nicholas Lim, Cima® is listed as Regional Director at Eaton Vance.
Nicholas Lim, Cima® is based in Newport Beach, California, United States while working with Eaton Vance.
Nicholas Lim, Cima® has worked for Eaton Vance, Parametric, Key Private Bank, Keybank, and Bank Of America.
Nicholas Lim, Cima®'s colleagues at Eaton Vance include Erin Queen, Chris Egan, Jim Durocher, Alan Cevallos, and Bradley A. Powell, Cfa.
You can use AeroLeads to view verified contact signals for Nicholas Lim, Cima® at Eaton Vance, including work email, phone, and LinkedIn data when available.
Nicholas Lim, Cima® holds Bachelor Of Arts - Ba, Finance from Portland State University.
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