Cpm® Calixto Perez Csric® (Cal)

Calixto (Cal) Perez, CPM®, CSRIC®, has a diverse work history spanning over several decades. Calixto (Cal) is currently serving as Vice President in Eastern Bank's Eastern Wealth Management division, a role they have held since April 2022. Prior to their time at Eastern Bank, Calixto spent three years with Merrill Lynch Wealth Management as a Senior Financial Advisor and Senior Portfolio Advisor. Before that, they worked for Morgan Stanley for three years as a Financial Advisor and Portfolio Manager.

Calixto's expertise in the financial industry extends back to their tenure with Eaton Vance Investment Counsel, where they served as a Socially Responsible Investing Strategist for over a decade. Calixto (Cal) also gained experience as a Trade and Settlements - Operations Analyst at Columbia Threadneedle Investments, US, and as an Asset Control Team - Analyst at MFS Investment Management.

Calixto began their career at Deutsche Bank as an Institutional Client Service - Relationship Manager, where they worked for five years. Before entering the finance industry, they interned at NASA Ames Research Center.

Throughout their career, Calixto has demonstrated a strong commitment to professional development, earning designations such as CPM® (Certified Property Manager) and CSRIC® (Certified Specialist in Retirement Income Planning). Calixto (Cal)'sextensive experience in various financial roles make him a well-rounded and knowledgeable professional in the industry.

Calixto (Cal) Perez, CPM®, CSRIC® has a diverse education history. Calixto (Cal) attended the Massachusetts Institute of Technology from 1993 to 1996, where they pursued a double major in Mechanical Engineering (Course 2) and Economics (Course 14). While the information does not specify whether they obtained a degree, it indicates that they studied these fields during their time at MIT.

Calixto also attended Columbia University, where they completed a program in Certified Portfolio Manager®. The exact dates of their enrollment are not provided.

Moreover, Calixto pursued further education at Harvard University, where they obtained a degree in HKS - Public Leadership. The details of their program, such as the start and end years, are not specified.

Finally, Calixto received a Bachelor's Degree in Finance and Accounting Management from Northeastern University. Again, the exact dates of their enrollment are not mentioned.

In addition to their educational background, Calixto holds several certifications. Calixto (Cal) obtained the Chartered SRI Counselor certification from the College for Financial Planning in May 2020. Calixto (Cal) also completed the Certified Portfolio Manager program from the Academy of Certified Portfolio Managers in November 2017.

Furthermore, Calixto has shown an interest in the financial industry by obtaining certifications from FINRA, including Series 6: Investment Company Products/Variable Contracts Representative Examination, Series 63: Uniform Securities Agent State Law Examination, Series 66: Uniform Combined State Law Examination, and Series 7: General Securities Representative Qualification Examination. However, the specific dates of when they obtained these certifications are not provided.