Patrick McMahon

Patrick McMahon, CIMA®, CSRIC®, currently serves as National Accounts Senior Associate and Team Leader at Eaton Vance since February 2020, focusing on the Independent and Bank Channel in the Pacific Northwest, DC, Maryland, and Virginia. Patrick has been recognized as the 2022 Independent & Bank Channel Internal Consultant of the Year and has held various roles at Eaton Vance, including Internal Consultant and Internal Sales Support Representative. Prior experience includes a tenure at Fidelity Investments as a Customer Relationship Advocate, where Patrick achieved notable rankings for customer performance, and a Wealth Management Internship at Morgan Stanley, which involved engaging with high net worth prospects. Earlier roles at Shaw's Supermarkets included multiple management and customer service positions, alongside experience with cash handling and transaction processing. Patrick holds a Bachelor of Science degree in Managerial Economics from Bentley University.