Experience

Ariel Investments

• United States
• Financial Services
• 100 - 200 Employee

• Chief Financial Officer

  • Jun 2021 - Present



Eaton Vance

• United States
• Investment Management
• 400 - 500 Employee

• Finance Director -- Global FP&A and Strategy

  • Dec 2017 - Jun 2021

  Director of Global FP&A and Strategy at Eaton Vance Investment Management Director of Global FP&A and Strategy at Eaton Vance Investment Management



State Street

• United States
• Financial Services
• 700 & Above Employee

• Global Finance Manager -- Investment Management & Product Strategy

  • Oct 2012 - Nov 2017

  SSGA Asset Management Global Finance Manager - Global Investment Management & Product Strategy As Senior Finance Manager, Carlos is Business Line CFO for the Global Investment Management and Product & Marketing (GP&M) Organizations. Currently based out of Boston, he is mainly responsible for business line decision support, and strategic profitability. Carlos also supports the growth of SSGA’s asset management capabilities via transaction activity, lift-outs, product development, and other strategic alignments. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Regional CFO (Southeast)

  • Mar 2010 - Oct 2012

  Oversaw overall financial planning and analysis cycle, and controls for BNYM Wealth Management Southeast practice (180 Staff, $9B AUM, $80M Rev, $1B loan & deposit portfolio) by providing strategic business planning support to New-England and Southeast businesses as well as other key senior managers within the organization. Also, leveraged knowledge of WM drivers to evaluate a client segmentation strategy increasing profitability and client service.

• Regional Controller

  • Feb 2009 - Mar 2010

• Financial Analyst (Wealth Management)

  • Mar 2007 - Feb 2009



Trudeau & Trudeau Associates Inc.

• Greater Boston Area

• Valuation Analyst (M&A Advisory)

  • May 2006 - Mar 2007

  Carried out financial modeling and analysis for LBO’s, Recapitalization, M&A and other strategic investments. Focused on industrial transactions for companies ranging between $10 to $400 million in revenue, and developed strategic alternatives for deal teams. Carried out financial modeling and analysis for LBO’s, Recapitalization, M&A and other strategic investments. Focused on industrial transactions for companies ranging between $10 to $400 million in revenue, and developed strategic alternatives for deal teams.