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Chris Dunn, CFP®, has a diverse work experience that spans several roles and companies. In 2015, they began their career as a Sales and Finance Intern at Auto Use. The following year, in 2016, they worked as a Fixed Income Analytic & Trade Support Intern at MFS Investment Management while also serving as a Financial & Energy Sector Analyst for the Student Managed Investment Fund at Providence College. In 2017, Dunn joined Cerulli Associates as a Sales and Client Service Associate. Subsequently, they moved to Eaton Vance in 2018, where they held various positions, starting as an Internal Sales Support Representative and later becoming an Internal Wholesaler for the Independent & Bank Channel in Ohio. Recently, they have worked as a Senior Associate Wealth Strategy Specialist in the Wealth Strategies Group at Eaton Vance. Dunn's expertise and experience in the financial industry make him a valuable asset to any organization.

Chris Dunn, CFP®, obtained a Bachelor of Science degree in Finance, General from Providence College, where they studied from 2013 to 2017. In 2015, they participated in a Study Abroad Program at Cass Business School.

In terms of additional certifications, Chris obtained the Certified Financial Planner (CFP) designation from the CFP Board in April 2021. Chris also acquired the Series 66 and Series 7 certifications from the Financial Industry Regulatory Authority (FINRA) in July 2018 and June 2018, respectively.