Julie E. Rozen
Comptroller/Controller/Auditor presso EATON VANCE CORP.
Provenienza dei contatti di primo grado di Julie E. Rozen
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.
583
| Subsidiary | Miscellaneous Commercial Services | 583 |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.
195
| Non-Profit Organization | Miscellaneous Commercial Services | 195 |
Massachusetts Society of Certified Public Accountants, Inc.
 Massachusetts Society of Certified Public Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA.
154
| Private Company | Miscellaneous Commercial Services | 154 |
| Subsidiary | Investment Managers | 25 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Julie E. Rozen tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Bentley University | College/University | Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
Wolf & Co. PC
 Wolf & Co. PC Miscellaneous Commercial ServicesCommercial Services Wolf & Co. PC engages in the provision of consulting, accounting, and information technology compliance services. It offers risk management, tax, and information assurance services through a network of certified public accountants (CPAs) and certified information system security professionals. The company was founded by Edwin L. Pride in 1911 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Chief Executive Officer Chief Operating Officer Comptroller/Controller/Auditor Comptroller/Controller/Auditor Chief Executive Officer Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member President President Compliance Officer General Counsel Corporate Secretary | |
| Babson College | College/University | President Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Masters Business Admin General Counsel | |
| EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member President President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE SENIOR FLOATING-RATE TRUST | Investment Trusts/Mutual Funds | Director/Board Member President President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member President Chief Executive Officer Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member President President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member President President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST | Investment Trusts/Mutual Funds | Director/Board Member President President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member President President Compliance Officer General Counsel | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Chief Executive Officer Head-Fixed Income Invts Head-Equity Investments Analyst-Fixed Income Corporate Officer/Principal | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member President President Compliance Officer General Counsel | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Chief Executive Officer General Counsel Chief Investment Officer Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| EATON VANCE TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member General Counsel President President Compliance Officer | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE ENHANCED EQUITY INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member President President Compliance Officer General Counsel | |
| EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE RISK-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President President Compliance Officer General Counsel | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Braver Wealth Management, Inc.
 Braver Wealth Management, Inc. Investment ManagersFinance Braver Wealth Management, Inc. provides investment services. The company is headquartered in Needham, MA. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| EATON VANCE ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President Compliance Officer General Counsel | |
| Eaton Vance, Inc. | President General Counsel Corporate Officer/Principal Corporate Officer/Principal | ||
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | Director/Board Member President President Compliance Officer | |
| EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President Compliance Officer General Counsel | |
Financial Executives International
 Financial Executives International Miscellaneous Commercial ServicesCommercial Services Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Suffolk University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The Braver Group
 The Braver Group Miscellaneous Commercial ServicesCommercial Services The Braver Group provides accounting and financial services. It provides financial planning, estate planning, and tax services. The firm also caters to investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. The company was founded in 1949 and is headquartered in Newton, MA. | Miscellaneous Commercial Services | Chief Executive Officer Director/Board Member Director/Board Member | |
| Stonehill College, Inc. | College/University | Undergraduate Degree Undergraduate Degree Director/Board Member | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Regno Unito | 2 |
| Israele | 2 |
| Canada | 2 |
Settori
| Miscellaneous | 34 |
| Consumer Services | 8 |
| Commercial Services | 7 |
| Finance | 4 |
Posizioni
| Director/Board Member | 291 |
| Corporate Officer/Principal | 278 |
| Director of Finance/CFO | 110 |
| President | 91 |
| Undergraduate Degree | 78 |
Contatti più connessi
| Insiders | |
|---|---|
| Thomas Faust | 73 |
| Payson F. Swaffield | 43 |
| Richard Froio | 39 |
| Tony Charles Pintsopoulos | 38 |
| Chris Sudgen | 31 |
| Deidre E. Walsh | 30 |
| Eric Stein | 28 |
| Edward Perkin | 21 |
| Jill Damon | 20 |
| Rajeev Bhalla | 20 |
| Lee Higdon | 19 |
| Glenn Muir | 18 |
| Robin Kramer | 17 |
| Robert Bass | 16 |
| Frederick S. Marius | 15 |
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- Insiders
- Julie E. Rozen
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