Connor Morenzi

Connor Morenzi has a strong background in the financial industry. Connor started their career at Eaton Vance in 2019 as a Mutual Fund Service Representative. In this role, they gained valuable experience in fund services and customer support.

In 2020, Connor joined Columbia Threadneedle Investments, US as an Associate Regional Investment Consultant. Connor excelled in this position, providing investment solutions and advice to clients in the region.

Returning to Eaton Vance in 2022, Connor took on the role of Internal Consultant. In this position, they utilized their financial expertise to provide strategic guidance and support to the organization.

Currently, Connor serves as a Senior Regional Business Development Associate at Eaton Vance, a position they started in April 2023. In this role, they are responsible for driving business growth in their assigned region.

Overall, Connor Morenzi has demonstrated a strong work ethic and a passion for the financial industry, contributing to their successful career trajectory.

Connor Morenzi attended La Salle Academy in Rhode Island from 2009 to 2013. However, the available information does not specify if they obtained a degree or a field of study during this time. Following their high school education, they went on to pursue a Bachelor's Degree in Finance at the University of Mississippi from 2014 to 2018.

In addition to their formal education, Morenzi obtained three certifications. In April 2019, they received the Securities Industry Essentials (SIE) certification from FINRA. In July 2019, they obtained the Series 7 certification, also from FINRA. Later in November 2019, they obtained the Series 66 certification from NASAA.