Michael Barnes

Senior Associate Wealth Strategy Specialist at Eaton Vance

Michael Barnes has a diverse work experience, starting with their current role as a Senior Associate Wealth Strategy Specialist at Eaton Vance since August 2022. Prior to that, they worked at Amundi US as a Regional Sales Specialist from March 2018 to August 2022. In 2017, Barnes held the position of Regional Vice President at EQIS - Reinventing Wealth Management, where they were responsible for managing a turnkey asset management platform. Before that, they worked at RC Securities, beginning as a Junior Internal Wholesaler from July 2011 to May 2012, then progressing to Assistant Vice President from May 2012 to February 2015, and finally serving as a Product Manager for the RCS Credit Platform from March 2015 to December 2015.

Michael Barnes attended Boston College High School from 2002 to 2006, but there is no information provided on the degree or field of study during this time. Michael then pursued higher education at Assumption University from 2006 to 2010, where they obtained a Bachelor of Arts (B.A.) degree in Economics and Finance. Additionally, Michael Barnes has obtained several certifications, including the Series 66 - Uniform Combined State Law Examination from FINRA in June 2022 and the Series 63 - Uniform Securities Agent State Law Examination from FINRA in December 2011. Michael also obtained the Series 7 - General Securities Representative Examination from FINRA in October 2011.

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Timeline

  • Senior Associate Wealth Strategy Specialist

    August, 2022 - present

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