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Institutional Funds Group and Client Services
Sales Management Team
Craig Cloyed, President, Calvert Distributors, Inc. Craig Cloyed joined Calvert Group in 1998. Prior to joining Calvert, Mr. Cloyed was President of Berger Distributors, Inc. and Chief Marketing Officer for Berger Associates, Inc., where he oversaw sales and marketing for all distribution channels. Before working for Berger, Mr. Cloyed spent six years as Director of the Institutional Division and Global Partner for Invesco Funds Group, where he founded and grew the institutional group to $6 billion in assets, in addition to establishing various sales groups and internal infrastructure. In total, Mr. Cloyed has over 20 years of sales and marketing experience in the financial services industry.
Steve Himber, Vice President, Calvert Distributors, Inc. Steve Himber joined Calvert in 1998, and based in Southern California, serves as Vice President of Institutional Sales. Steve is responsible for managing and supporting direct institutional client and investment consulting relationships for Calvert on a national basis. He also serves as Calvert's contact for our stand-alone social screening and research database subscription services. Mr. Himber began his career in the investment industry in 1987, and brings to Calvert an extensive background in working with a wide range of institutional investors and investment consulting firms.
Steve earned a BA from California State University, Northridge in 1985. He is a member of several industry-related groups, including IMCA, the International Foundation of Employee Benefit Plans, and the Association of Small Foundations.
David W. Leach, Vice President, Calvert Distributors, Inc. Mr. Leach joined Calvert Group in 1982, and has served in various staff and supervisory capacities in the Transfer Agent, Asset Management Company and Distributor. He was instrumental in establishing the Institutional Markets Group in 1990 to market Calvert's funds to bank brokerages, bank trust departments and other institutional investors. Mr. Leach currently manages and services the Bank Trust Department and Corporate Cash Management relationships.
Mr. Leach earned a BA in Economics from Hobart College of Geneva, New York. He is a member of several industry-related groups, including Association of Financial Professionals, Government Finance Officers Association and American Bankers Association. Mr. Leach holds NASD Series 2, 7, and 63 licenses.
Christine Teske, Vice President, Calvert Distributors, Inc. Christine Teske oversees all institutional clients through the Alliance Channel, which includes firms that utilize Calvert's investment services in their own products. In her role, Ms. Teske has established relationships with many financial institutions including 401(k), 457 and 403(b) plan providers, third-party administrators, investment managers, insurance companies, as well as providers of innovative products such as 529 plans. She has 17 years of investment experience with an extensive background in institutional investment sales and client servicing. Prior to joining Calvert, Ms. Teske was the Training Manager for First Data's daily 401(k) recordkeeping and on-demand trading software products where she was responsible for sales and for training new clients on First Data's products.
Ms. Teske is a member of SPARK, and she holds NASD Series 6, 7, 24, 63 and 65 licenses. Christine received a BS from the University of Maryland, College Park.
CLIENT SERVICE TEAM
Blair Cahoon, Senior Account Executive 800.327.2109 e-mail Blair Cahoon joined Calvert in 1993, and is the senior member of our team responsible for supporting direct institutional client and consultant relationships. Blair is the main contact at Calvert for data inquiries and Request for Proposals. He has also worked in the Investor Relations and Broker Operations departments at Calvert. Mr. Cahoon holds NASD Series 6,7,24, and 63 licenses, and the Chartered Mutual Fund Counselor (CMFC) designation. Blair earned a BS in Management from the University of Maryland University College.
Roya Nassirizadeh, Institutional Account Consultant 800.327.2109 e-mail Roya Nassirizadeh joined Calvert in 2004. As Institutional Account Consultant, Roya is responsible for assisting Calvert's Institutional Sales department with preparing RFP's, updating consultant databases and servicing institutional clients. Ms. Nassirizadeh has 6 years experience working in the financial services industry. Prior to Calvert, she worked for Royal Alliance, a division of AIG, NYC. A Virginia Tech graduate, Roya holds a BS in Finance as well as NASD Series 6 and 63 licenses.
Jennifer Monroe Heebink, Institutional Account Consultant 800.327.2109 e-mail Jennifer joined Calvert in 2007. She is a member of the Institutional Funds Group, responsible for updating consultant databases, preparing Request for Proposals and servicing institutional clients. She has 11 years of Wall Street experience, most recently as a member of the equity trading team at institutional investment bank Avondale Partners, LLC. She was a founding member of the equity sales trading team at FBR & Co., Inc., covering institutional accounts in New York, Denver, and Minneapolis. She earned a BA in Economics from the University of Richmond and holds NASD Series 7 and 63 licenses.
Mark K. Smith, Institutional Account Associate 800.327.2109 e-mail Mark K. Smith joined Calvert in 1998. As an Institutional Account Associate, Mr. Smith works closely with Christine Teske, Vice President, Institutional Sales, supporting the Alliance Channel. In his role, Mr. Smith is responsible for servicing existing relationships as well as developing new business opportunities. Prior to joining Calvert's Institutional Funds Group, Mr. Smith worked as a Regulatory Communications Specialist in Calvert's Legal Department and an Assistant in Calvert's Marketing Department. Mr. Smith holds NASD Series 6 and 63 licenses, and the Chartered Mutual Fund Counselor (CMFC) designation. He received a BS in Marketing from the University of Maryland, College Park.
Sales and Marketing
Fund Literature 1-800-327-2109
Broker Operations
Account Information 1-800-368-2746
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