Regional Director, Northern CA @ (March 2023 - January 2024)
Senior Regional Business Development Associate @ (October 2020 - March 2023)
Internal Consultant at Eaton Vance @ (April 2018 - September 2020)
Mutual Fund Services Representative @ (June 2017 - March 2018)
Student Director - Professional Development Initiative @ (October 2016 - May 2017)
President - Finance Club @ (September 2016 - May 2017)
Private Wealth Management Intern @ Williams Wealth Management, LLC (January 2016 - May 2017)
Starting Pitcher - Varsity Baseball @ Saint Anselm College (August 2013 - May 2017)
NextShares Solutions Intern @ (May 2016 - August 2016)
Autrey Gates Education
Saint Anselm College
Bachelor of Arts (BA) (Business and Finance)
2013-2017
Pembroke Academy 2009-2013
Autrey Gates Skills
Bloomberg
Customer Service
ETFs
Financial Planning
IRAs
Institutional Consulting
Insurance
Leadership
Management
Marketing
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Mutual Funds
PowerPoint
Project Leadership
Project Management
Public Speaking
Retirement Planning
Sales
Strategic Planning
Streetscape
Team Facilitation
Team Leadership
Team Management
Teamwork
Time Management
Training
Autrey Gates Summary
Autrey Gates, based in San Francisco, CA, US, is currently a Vice President, Regional Director, Northern CA at Eaton Vance. Autrey Gates brings experience from previous roles at Eaton Vance. Autrey Gates holds a 2013 - 2017 Bachelor of Arts (BA) in Business and Finance @ Saint Anselm College. With a robust skill set that includes Bloomberg, Customer Service, ETFs, Financial Planning, IRAs and more. Autrey Gates has 1 emails and 1 mobile phone numbers on RocketReach.
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