2024 -2025 Client Solutions and Investor Relations Lead @
2022 -2024 Vice President, Direct Indexing Sales @
2017 -2021 External Wholesaler and Regional Director, Eaton Vance Distributors Member FINRA and SIPC @
2016 -2017 External Wholesaler @
2014 -2016 Internal Wholesaler @
2013 -2014 Mutual Fund Services @
Collin Schrier Education
University of Dayton 2009-2013
University of Dayton
Bachelor of Arts (B.A.) (Communication, General)
2009-2013
Collin Schrier Skills
Series 7 Licensed
Series 66 Licensed
Microsoft Excel
PowerPoint
Time Management
Customer Service
Microsoft Word
Leadership
Public Speaking
Sales
Marketing
Social Media
Collin Schrier Summary
Collin Schrier, based in New York, NY, US, is currently a Director at Wellesley Asset Management, Inc.. Collin Schrier brings experience from previous roles at Cache, Vestmark, Eaton Vance and Tocqueville Asset Management. Collin Schrier holds a 2009 - 2013 University of Dayton. With a robust skill set that includes Series 7 Licensed, Series 66 Licensed, Microsoft Excel, PowerPoint, Time Management and more. Collin Schrier has 4 emails and 3 mobile phone numbers on RocketReach.
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