Meet Your Calvert Regional Wholesaler

DCIO-West Region

Wholesaler photo

Robert Shull

Regional VP DCIO Sales
DCIO-West Region
Calvert Investment Distributors, Inc.

Robert Shull joined Calvert’s experienced sales team in April of 2013. Bob is the Regional Vice President, Defined Contribution Investment Only, for the Western United States. In this role, he is responsible for the marketing of Calvert’s sustainable investment strategies to 401(k) and other defined contribution plans. Prior to joining Calvert, Bob worked in similar roles at Merrill Lynch, Putnam Mutual Funds and Fidelity Investments. Bob holds FINRA Series 7, 63 and 65 licenses and has extensive experience in consulting with corporate retirement plan sponsors and their advisors. He is a graduate of Loyola Marymount University in Los Angeles with a degree in finance.

Contact information

Robert Shull
Regional VP DCIO Sales
DCIO-West Region
Calvert Investments
4550 Montgomery Avenue
Bethesda, Maryland 20814

Robert.Shull@Calvert.com
1.800.368.2750
301.951.4800 x71626
301.654.7820 (fax)

Special Expertise

Business-building sales and marketing ideas:

  • Practical seminars for financial service professionals
  • Engaging client presentations
  • Joint client conferences, in person or by phone
  • Effective sales-support materials

Licenses and Designations

  • FINRA Series 7
  • FINRA Series 63

Community Involvement

Bob’s community involvement focuses on the St. Vincent de Paul Society of the Tri-Valley where he is active with the food bank and in resource distribution.

Internal Sales Consultant,
DCIO-West Region

Robert Shull
DCIO Sales Consultant
800.368.2750
301.951.4800 x71626
josephine.amendola@calvert.com