Nuveen Investments
Industry: Investment management company
DescriptionNuveen, formerly Nuveen Investments, a subsidiary of TIAA, is an American asset manager. Nuveen was founded in Chicago, Illinois in 1898 and was previously named The John Nuveen Co., after founder John Nuveen. Assets under management: 970 billion USD (December 2017) Headquarters: Chicago, Illinois, United States Parent organization: TIAA Number of employees: 1,200 (2012) Founded: 1898
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Nuveen Investments Employees
Employee
Years
Job
Industry
Elena Katz Elena Katz's Nuveen Investments Experience August 2014 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2014 - Present
Elena Katz January 2006 - Present
Nuveen Investments November 2013 - July 2014
Merrill Lynch February 2011 - November 2013
UBS Wealth Management June 2010 - January 2011
Morgan Stanley Smith Barney September 2009 - March 2010
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Closed-end Funds, ETFs, Separately Managed..., Unit Investment Trusts, Sales, Social Media, Cold Calling, Municipal Bonds, Fixed Income
Education
DePaul University 2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies
Loyola Academy
Nuveen Investments August 2014 - Present
Elena Katz January 2006 - Present
Nuveen Investments November 2013 - July 2014
Merrill Lynch February 2011 - November 2013
UBS Wealth Management June 2010 - January 2011
Morgan Stanley Smith Barney September 2009 - March 2010
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Closed-end Funds, ETFs, Separately Managed..., Unit Investment Trusts, Sales, Social Media, Cold Calling, Municipal Bonds, Fixed Income
Education
DePaul University 2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies
Loyola Academy
Steve Sahara MBA, CPA Steve Sahara MBA, CPA's Nuveen Investments Experience 1991 - 1991
Job Global Financial Advisory Services at SRR
Industry Financial Services
Experience
Stout Risius Ross 2014 - Present
Crédit Agricole CIB January 2006 - January 2013
ABN AMRO Bank June 2004 - December 2005
Empower Telecom Software April 2000 - May 2004
Lehman Brothers August 1998 - March 2000
Morgan Stanley September 1993 - July 1998
Merrill Lynch September 1991 - September 1993
Nuveen Investments 1991 - 1991
Pfingsten Partners 1990 - 1990
Price Waterhouse 1985 - 1990
Education
University of Chicago Graduate School of Business 1990 — 1991
MBA
DePaul University Chicago 1980 — 1985
MACC and BSC
Stout Risius Ross 2014 - Present
Crédit Agricole CIB January 2006 - January 2013
ABN AMRO Bank June 2004 - December 2005
Empower Telecom Software April 2000 - May 2004
Lehman Brothers August 1998 - March 2000
Morgan Stanley September 1993 - July 1998
Merrill Lynch September 1991 - September 1993
Nuveen Investments 1991 - 1991
Pfingsten Partners 1990 - 1990
Price Waterhouse 1985 - 1990
Education
University of Chicago Graduate School of Business 1990 — 1991
MBA
DePaul University Chicago 1980 — 1985
MACC and BSC
Dalius Savickas Dalius Savickas's Nuveen Investments Experience August 2010 - March 2015
Job Senior Specialist, Fiduciary and Client Services
Industry Accounting
Experience
Marco Consulting Group June 2015 - Present
TIAA-CREF March 2015 - June 2015
Nuveen Investments August 2010 - March 2015
Hinsdale Bank & Trust March 2008 - April 2010
First Personal Bank June 2005 - March 2008
Skills
Accounting, Leadership, Analysis, Financial Modeling, PowerPoint, Microsoft Excel, Sales, Banking, Microsoft Office, Financial Analysis, Customer Service, Finance, Marketing, Financial Reporting, Account Reconciliation
Education
DePaul University 2007 — 2010
Bachelor's of Science, Accountancy & Finance
Marco Consulting Group June 2015 - Present
TIAA-CREF March 2015 - June 2015
Nuveen Investments August 2010 - March 2015
Hinsdale Bank & Trust March 2008 - April 2010
First Personal Bank June 2005 - March 2008
Skills
Accounting, Leadership, Analysis, Financial Modeling, PowerPoint, Microsoft Excel, Sales, Banking, Microsoft Office, Financial Analysis, Customer Service, Finance, Marketing, Financial Reporting, Account Reconciliation
Education
DePaul University 2007 — 2010
Bachelor's of Science, Accountancy & Finance
Viraaj Kumar Viraaj Kumar's Nuveen Investments Experience November 2006 - March 2012
Job Director, Relationship Management at AdvisoryWorld Financial Technology
Industry Investment Management
Experience
AdvisoryWorld Financial Technology September 2014 - Present
Altegris Investments January 2014 - September 2014
Nuveen Investments November 2006 - March 2012
Envestnet, Inc August 2005 - November 2006
Skills
Equities, Alternative Investments, Mutual Funds, Asset Allocation, Asset Management, Securities, Portfolio Management, Investments, Hedge Funds, Fixed Income, Bloomberg, Investment Strategies, Trading, Investment Management, Financial Analysis, Customer Retention, Client Relations
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
UC Irvine
Bachelor's degree, Economics, Political Science, Management Minor
AdvisoryWorld Financial Technology September 2014 - Present
Altegris Investments January 2014 - September 2014
Nuveen Investments November 2006 - March 2012
Envestnet, Inc August 2005 - November 2006
Skills
Equities, Alternative Investments, Mutual Funds, Asset Allocation, Asset Management, Securities, Portfolio Management, Investments, Hedge Funds, Fixed Income, Bloomberg, Investment Strategies, Trading, Investment Management, Financial Analysis, Customer Retention, Client Relations
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
UC Irvine
Bachelor's degree, Economics, Political Science, Management Minor
Jasmine Pilar Jasmine Pilar's Nuveen Investments Experience March 2006 - March 2011
Job Specialist, Membership Development at Technology Services Industry Association (TSIA)
Industry Information Technology and Services
Experience
Technology Services Industry Association (TSIA) June 2015 - Present
JasmineFit Personal Training September 2009 - Present
Dunham & Associates February 2013 - July 2013
W Hotels November 2011 - April 2012
Nuveen Investments March 2006 - March 2011
Franke & Shields, LLC October 2005 - December 2005
Business Logic June 2005 - August 2005
Shepard Schwartz & Harris LLP September 2004 - March 2005
Education
DePaul University 2009 — 2012
Bachelors of Science
Technology Services Industry Association (TSIA) June 2015 - Present
JasmineFit Personal Training September 2009 - Present
Dunham & Associates February 2013 - July 2013
W Hotels November 2011 - April 2012
Nuveen Investments March 2006 - March 2011
Franke & Shields, LLC October 2005 - December 2005
Business Logic June 2005 - August 2005
Shepard Schwartz & Harris LLP September 2004 - March 2005
Education
DePaul University 2009 — 2012
Bachelors of Science
Sandra Saukaite Sandra Saukaite's Nuveen Investments Experience November 2014 - August 2015
Job Fund Administrator at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments November 2014 - August 2015
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2014 - August 2014
Bairexport June 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Matlab, Windows, Event Planning, Passion to Succeed, Analysis
Education
DePaul University 2011 — 2014
Bachelor of Science (B.S.), Finance, General
Nuveen Investments November 2014 - August 2015
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2014 - August 2014
Bairexport June 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Matlab, Windows, Event Planning, Passion to Succeed, Analysis
Education
DePaul University 2011 — 2014
Bachelor of Science (B.S.), Finance, General
Megan Fischer Megan Fischer's Nuveen Investments Experience July 2014 - Present
Job Consulting Services Associate
Industry Financial Services
Experience
Nuveen Investments July 2014 - Present
Neiman Marcus November 2013 - July 2014
Nordstrom May 2013 - October 2013
inventivENVIRONMENTS November 2012 - May 2013
Skills
Merchandising, Retail, Sales, Marketing, Customer Service, Visual Merchandising, Event Planning, Retail Sales, Brand Management, Team Leadership, Teamwork, Apparel, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Fashion
Education
College of Charleston 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Nuveen Investments July 2014 - Present
Neiman Marcus November 2013 - July 2014
Nordstrom May 2013 - October 2013
inventivENVIRONMENTS November 2012 - May 2013
Skills
Merchandising, Retail, Sales, Marketing, Customer Service, Visual Merchandising, Event Planning, Retail Sales, Brand Management, Team Leadership, Teamwork, Apparel, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Fashion
Education
College of Charleston 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Steve Leonhardt's Nuveen Investments Experience September 1987 - April 2000
Job Outlook Funds Trust 3D Printing and Technology Fund
Industry Financial Services
Experience
Outlook Funds Trust January 2014 - Present
Charles Schwab June 2009 - March 2013
Wells Fargo May 2007 - June 2009
TIAA-CREF September 2005 - May 2007
SunGard May 2002 - December 2004
Driehaus Capital Management LLC May 2000 - April 2002
Nuveen Investments September 1987 - April 2000
Skills
Series 63, Series 24, Asset Managment, Uniform Combined State..., Investments, Portfolio Management, Wealth Management, Alternative Investments, Hedge Funds, Securities, Financial Services, Strategic Financial..., Executive Management, Valuation, Accounting, Investment Management, Fund Administration, Equities, Fund Accounting, Asset Management, Financial Reporting, Financial Risk, Fixed Income
Education
DePaul University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
DePaul University
Bachelor of Science (BS), Accounting
Outlook Funds Trust January 2014 - Present
Charles Schwab June 2009 - March 2013
Wells Fargo May 2007 - June 2009
TIAA-CREF September 2005 - May 2007
SunGard May 2002 - December 2004
Driehaus Capital Management LLC May 2000 - April 2002
Nuveen Investments September 1987 - April 2000
Skills
Series 63, Series 24, Asset Managment, Uniform Combined State..., Investments, Portfolio Management, Wealth Management, Alternative Investments, Hedge Funds, Securities, Financial Services, Strategic Financial..., Executive Management, Valuation, Accounting, Investment Management, Fund Administration, Equities, Fund Accounting, Asset Management, Financial Reporting, Financial Risk, Fixed Income
Education
DePaul University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
DePaul University
Bachelor of Science (BS), Accounting
Jennifer Koskinen's Nuveen Investments Experience 1996 - 1996
Job Owner/Photographer, Merritt Design Photo
Industry Photography
Experience
Merritt Design Photo 2004 - Present
BaRK Design (Baker, Reed, Koskinen) 2007 - 2008
One Architects, Inc. 2002 - 2004
Reed or Reed Architects 1999 - 2002
One Architects, Inc. 1997 - 1999
Forebears Home Furnishings 1997 - 1998
Wodehouse Builders 1997 - 1997
Barnes & Noble 1994 - 1997
Nuveen Investments 1996 - 1996
Skills
Photography, InDesign, Graphic Design, Art, Architectural..., Architectural Design, Drawing, Photoshop, Portrait Photography, Graphics, Architecture, Fine Art, Wedding Photography, Layout, Magazines, Digital Photography, Social Media, Brochures, culinary photography
Education
University of Pennsylvania 1993 — 1996
Master of Architecture, Architecture
Colgate University 1989 — 1993
BA, Art & Art History
Syracuse University 1992 — 1992
(summer), Architecture in Florence, Italy
The Pingry School 1987 — 1989
High School
Cornell University 1988 — 1988
(summer), Architecture
West Morris Mendham High School
Merritt Design Photo 2004 - Present
BaRK Design (Baker, Reed, Koskinen) 2007 - 2008
One Architects, Inc. 2002 - 2004
Reed or Reed Architects 1999 - 2002
One Architects, Inc. 1997 - 1999
Forebears Home Furnishings 1997 - 1998
Wodehouse Builders 1997 - 1997
Barnes & Noble 1994 - 1997
Nuveen Investments 1996 - 1996
Skills
Photography, InDesign, Graphic Design, Art, Architectural..., Architectural Design, Drawing, Photoshop, Portrait Photography, Graphics, Architecture, Fine Art, Wedding Photography, Layout, Magazines, Digital Photography, Social Media, Brochures, culinary photography
Education
University of Pennsylvania 1993 — 1996
Master of Architecture, Architecture
Colgate University 1989 — 1993
BA, Art & Art History
Syracuse University 1992 — 1992
(summer), Architecture in Florence, Italy
The Pingry School 1987 — 1989
High School
Cornell University 1988 — 1988
(summer), Architecture
West Morris Mendham High School
Lauralee Settles, CFP® Lauralee Settles, CFP®'s Nuveen Investments Experience May 2015 - Present
Job AVP, National Accounts at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 2015 - Present
Nuveen Investments February 2009 - May 2015
Oppenheimer & Co. August 2005 - September 2008
DWS Investments September 2004 - July 2005
Skills
Investment Management, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Series 63, Wealth Management, Investments, Asset Management, Portfolio Management, Securities, Investment Advisory, Investment Strategies, Fixed Income, Equities, Separately Managed..., Hedge Funds, ETFs, Series 65, Financial Services, Financial Advisory, Asset Managment
Education
DePaul University 1998 — 2002
Bachelor of Arts, Art History; French
Nuveen Investments May 2015 - Present
Nuveen Investments February 2009 - May 2015
Oppenheimer & Co. August 2005 - September 2008
DWS Investments September 2004 - July 2005
Skills
Investment Management, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Series 63, Wealth Management, Investments, Asset Management, Portfolio Management, Securities, Investment Advisory, Investment Strategies, Fixed Income, Equities, Separately Managed..., Hedge Funds, ETFs, Series 65, Financial Services, Financial Advisory, Asset Managment
Education
DePaul University 1998 — 2002
Bachelor of Arts, Art History; French
Cindy Cook DeRuyter Cindy Cook DeRuyter's Nuveen Investments Experience March 2010 - October 2011
Job Attorney and Freelance Writer
Industry Law Practice
Experience
DeRuyter Law, LLC March 2011 - Present
McGladrey Wealth Management LLC May 2013 - September 2015
Nuveen Investments March 2010 - October 2011
RSM McGladrey March 2006 - February 2010
FAF Advisors May 2005 - March 2006
Thrivent Financial August 1996 - April 2005
Skills
Estate Planning, Trusts, Wills, Insurance, Investment Advisory, Financial Services, Corporate Law, Compliance, Legal Research, Compliance Consulting, Business, Corporate Governance, Leadership, Financial Advisory, Wealth Management, Securities Regulation, Business Agreements
Education
Hamline University School of Law 2004 — 2008
JD, Law
Concordia University-Wisconsin 2000 — 2002
BA, Management and Communication
Northern State University 1989 — 1992
DeRuyter Law, LLC March 2011 - Present
McGladrey Wealth Management LLC May 2013 - September 2015
Nuveen Investments March 2010 - October 2011
RSM McGladrey March 2006 - February 2010
FAF Advisors May 2005 - March 2006
Thrivent Financial August 1996 - April 2005
Skills
Estate Planning, Trusts, Wills, Insurance, Investment Advisory, Financial Services, Corporate Law, Compliance, Legal Research, Compliance Consulting, Business, Corporate Governance, Leadership, Financial Advisory, Wealth Management, Securities Regulation, Business Agreements
Education
Hamline University School of Law 2004 — 2008
JD, Law
Concordia University-Wisconsin 2000 — 2002
BA, Management and Communication
Northern State University 1989 — 1992
Andree Beckham Andree Beckham's Nuveen Investments Experience August 1992 - June 1997
Job Director, Digital Marketing Strategy at Wolters Kluwer
Industry Marketing and Advertising
Experience
Wolters Kluwer September 2013 - Present
Cision January 2006 - September 2013
Cision US Inc. January 2007 - December 2009
Hewitt Associates March 2004 - November 2006
Accenture July 1999 - October 2001
Morgan Stanley June 1997 - June 1999
Nuveen Investments August 1992 - June 1997
Skills
Corporate Branding, Digital Marketing, Social Media, content marketing, brand awareness, Integrated Marketing, Email Marketing, Lead Generation, Direct Marketing, Web Analytics, Strategy, Market Research, Marketing Management, Online Marketing, SEO, Social Media Marketing, SEM, Advertising, CRM, Analytics, Marketing Strategy, Marketing, Public Relations, PPC
Education
University of Dayton 1986 — 1990
BA, Public Relations/Marketing
DePaul University
Direct Marketing Certificate, Marketing
Wolters Kluwer September 2013 - Present
Cision January 2006 - September 2013
Cision US Inc. January 2007 - December 2009
Hewitt Associates March 2004 - November 2006
Accenture July 1999 - October 2001
Morgan Stanley June 1997 - June 1999
Nuveen Investments August 1992 - June 1997
Skills
Corporate Branding, Digital Marketing, Social Media, content marketing, brand awareness, Integrated Marketing, Email Marketing, Lead Generation, Direct Marketing, Web Analytics, Strategy, Market Research, Marketing Management, Online Marketing, SEO, Social Media Marketing, SEM, Advertising, CRM, Analytics, Marketing Strategy, Marketing, Public Relations, PPC
Education
University of Dayton 1986 — 1990
BA, Public Relations/Marketing
DePaul University
Direct Marketing Certificate, Marketing
Adam Zamora Adam Zamora's Nuveen Investments Experience June 2015 - Present
Job IT Security Engineer at Nuveen Investments
Industry Information Technology and Services
Experience
Nuveen Investments June 2015 - Present
Crowe Horwath LLP September 2012 - June 2015
Trustwave August 2011 - August 2012
DePaul University January 2011 - June 2012
DePaul University November 2010 - January 2011
Skills
Penetration Testing, Information Security, Disaster Recovery, Security, Troubleshooting, Software Documentation, Technical Support, Servers, Network Security, Computer Security, VPN, Networking, Incident Response, Vulnerability Assessment
Education
DePaul University 2010 — 2012
BS, Information Assurance and Security Engineering
Nuveen Investments June 2015 - Present
Crowe Horwath LLP September 2012 - June 2015
Trustwave August 2011 - August 2012
DePaul University January 2011 - June 2012
DePaul University November 2010 - January 2011
Skills
Penetration Testing, Information Security, Disaster Recovery, Security, Troubleshooting, Software Documentation, Technical Support, Servers, Network Security, Computer Security, VPN, Networking, Incident Response, Vulnerability Assessment
Education
DePaul University 2010 — 2012
BS, Information Assurance and Security Engineering
Galazka Rich Galazka Rich's Nuveen Investments Experience September 1997 - September 2007
Job Project Manager\Business Analyst at Harris Associates
Industry Investment Management
Experience
Harris Associates September 2007 - Present
Nuveen Investments September 1997 - September 2007
Skills
Microsoft SQL Server, VBA, SDLC, SQL, SharePoint, Visio
Education
DePaul University 1992 — 1996
Bachelors of Computer Science, Computer Science
Harris Associates September 2007 - Present
Nuveen Investments September 1997 - September 2007
Skills
Microsoft SQL Server, VBA, SDLC, SQL, SharePoint, Visio
Education
DePaul University 1992 — 1996
Bachelors of Computer Science, Computer Science
Andrew Wantoch's Nuveen Investments Experience May 2013 - June 2015
Job Avant Business Development
Industry Financial Services
Experience
Avant June 2015 - Present
Nuveen Investments May 2013 - June 2015
US Bank April 2012 - May 2013
US Bank June 2011 - April 2012
Ray Meyer Fitness and Recreation Center June 2010 - June 2011
Ray Meyer Fitness and Recreation Center June 2008 - June 2011
Ray Meyer Fitness and Recreation Center September 2007 - June 2011
Skills
Management, Portfolio Management, Microsoft Excel, Sales, Process Improvement, Leadership, Banking, Analysis, Risk Management, Loans, Finance
Education
DePaul University 2007 — 2011
Bachelor of Science (B.S.), Finance
Paris Alliance Française 2010 — 2010
French, Art, and Politics
Avant June 2015 - Present
Nuveen Investments May 2013 - June 2015
US Bank April 2012 - May 2013
US Bank June 2011 - April 2012
Ray Meyer Fitness and Recreation Center June 2010 - June 2011
Ray Meyer Fitness and Recreation Center June 2008 - June 2011
Ray Meyer Fitness and Recreation Center September 2007 - June 2011
Skills
Management, Portfolio Management, Microsoft Excel, Sales, Process Improvement, Leadership, Banking, Analysis, Risk Management, Loans, Finance
Education
DePaul University 2007 — 2011
Bachelor of Science (B.S.), Finance
Paris Alliance Française 2010 — 2010
French, Art, and Politics
Julia Radunsky's Nuveen Investments Experience January 2008 - July 2011
Job
Industry Public Policy
Experience
Citizens Budget Commission June 2013 - May 2014
NYC Office of the Comptroller June 2012 - August 2012
Nuveen Investments January 2008 - July 2011
Blommer Chocolate Co. May 2007 - January 2008
UBS O'Connor September 2006 - March 2007
Education
Columbia University in the City of New York
MPA, Urban Policy
Emory University - Goizueta Business School
BBA, Finance & International Business
Citizens Budget Commission June 2013 - May 2014
NYC Office of the Comptroller June 2012 - August 2012
Nuveen Investments January 2008 - July 2011
Blommer Chocolate Co. May 2007 - January 2008
UBS O'Connor September 2006 - March 2007
Education
Columbia University in the City of New York
MPA, Urban Policy
Emory University - Goizueta Business School
BBA, Finance & International Business
Blake Hollon Blake Hollon's Nuveen Investments Experience June 2003 - December 2005
Job Administrative Assistant at Edelman Public Relations
Industry Public Relations and Communications
Experience
Edelman March 2013 - Present
GolinHarris July 2006 - September 2012
Nuveen Investments June 2003 - December 2005
BB&T 2000 - 2003
Rothschild, Barry & Myers LLP 1998 - 1999
Rothschild, Barry & Myers LLP 1998 - 1999
Skills
Public Relations, Event Planning, Social Media, Event Management, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Customer Service, Microsoft Word, Research, Spreadsheets, Office Management, Non-profits, Facebook, Management, Editing, Access, Social Media Marketing, Newsletters, Social Networking
Education
Colorado State University 1996 — 2000
Decatur Classical School in Chicago, IL
Decatur Classical School in Chicago, IL
Edelman March 2013 - Present
GolinHarris July 2006 - September 2012
Nuveen Investments June 2003 - December 2005
BB&T 2000 - 2003
Rothschild, Barry & Myers LLP 1998 - 1999
Rothschild, Barry & Myers LLP 1998 - 1999
Skills
Public Relations, Event Planning, Social Media, Event Management, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Customer Service, Microsoft Word, Research, Spreadsheets, Office Management, Non-profits, Facebook, Management, Editing, Access, Social Media Marketing, Newsletters, Social Networking
Education
Colorado State University 1996 — 2000
Decatur Classical School in Chicago, IL
Decatur Classical School in Chicago, IL
Kimberly Kaul's Nuveen Investments Experience January 2011 - Present
Job VP, Brand & Advertising at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
FAF Advisors/First American Funds January 1999 - January 2011
Piper Capital Management May 1991 - January 1999
Piper Jaffray December 1986 - May 1991
Skills
Advertising, Financial Services, Marketing Communications, Strategic Communications, Strategic Planning, Project Management, Marketing, Series 24
Education
St. Cloud State University
Bachelor of Arts, Mass Communications
Cottey College
Associate of Arts (A.A.), Liberal Arts and Sciences
Nuveen Investments January 2011 - Present
FAF Advisors/First American Funds January 1999 - January 2011
Piper Capital Management May 1991 - January 1999
Piper Jaffray December 1986 - May 1991
Skills
Advertising, Financial Services, Marketing Communications, Strategic Communications, Strategic Planning, Project Management, Marketing, Series 24
Education
St. Cloud State University
Bachelor of Arts, Mass Communications
Cottey College
Associate of Arts (A.A.), Liberal Arts and Sciences
Josh Shuster Josh Shuster's Nuveen Investments Experience July 2012 - Present
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments July 2012 - Present
Janus Capital Group April 2002 - July 2012
Janus Capital Group November 2000 - April 2002
Janus Capital Group January 2000 - November 2000
Skills
Series 7, Series 6, Series 63, Series 65, Sales Presentations, Mutual Funds, Investments, Seperate Accounts, Closed-end Funds, Finance, Fixed Annuities, Separately Managed..., Wholesale, Asset Allocation, Alternative Investments
Education
Colorado State University 1988 — 1992
B.S., Marketing
Nuveen Investments July 2012 - Present
Janus Capital Group April 2002 - July 2012
Janus Capital Group November 2000 - April 2002
Janus Capital Group January 2000 - November 2000
Skills
Series 7, Series 6, Series 63, Series 65, Sales Presentations, Mutual Funds, Investments, Seperate Accounts, Closed-end Funds, Finance, Fixed Annuities, Separately Managed..., Wholesale, Asset Allocation, Alternative Investments
Education
Colorado State University 1988 — 1992
B.S., Marketing
David Levi, CFA's Nuveen Investments Experience September 2009 - April 2014
Job Managing Director, Head of Distribution
Industry Financial Services
Experience
Brookfield Investment Management April 2014 - Present
Nuveen Investments September 2009 - April 2014
AllianceBernstein 2004 - 2009
Legg Mason 2001 - 2004
J.P. Morgan 1999 - 2001
J.P. Morgan Asset Management 1996 - 1999
Alliance Capital Management 1993 - 1995
Skills
CFA, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Asset Allocation, Equities, Series 7, Fixed Income, Investment Strategies, Investments, Portfolio Management, Wealth Management, Capital Markets, Bloomberg, Emerging Markets, Separately Managed..., Investment Management, Fund Of Funds, Financial Markets, Investor Relations, Series 24, International Sales
Education
Columbia Business School
MBA, Finance
Hamilton College
Brookfield Investment Management April 2014 - Present
Nuveen Investments September 2009 - April 2014
AllianceBernstein 2004 - 2009
Legg Mason 2001 - 2004
J.P. Morgan 1999 - 2001
J.P. Morgan Asset Management 1996 - 1999
Alliance Capital Management 1993 - 1995
Skills
CFA, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Asset Allocation, Equities, Series 7, Fixed Income, Investment Strategies, Investments, Portfolio Management, Wealth Management, Capital Markets, Bloomberg, Emerging Markets, Separately Managed..., Investment Management, Fund Of Funds, Financial Markets, Investor Relations, Series 24, International Sales
Education
Columbia Business School
MBA, Finance
Hamilton College
Andrea Beck's Nuveen Investments Experience 2006 - 2012
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Prudential Investments 2012 - 2013
Nuveen Investments 2006 - 2012
Beck Enterprises, Inc. 2002 - 2006
Van Kampen Investments 2000 - 2002
MetLife 1997 - 2000
Skills
Series 7, Investments, Series 63, Wealth Management, Asset Management, Portfolio Management, Fixed Income, Securities, Financial Services, Equities
Education
DePaul University 1999 — 2001
Master of Business Administration (M.B.A.), Marketing
North Central College 1993 — 1997
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Wells Fargo 2014 - Present
Prudential Investments 2012 - 2013
Nuveen Investments 2006 - 2012
Beck Enterprises, Inc. 2002 - 2006
Van Kampen Investments 2000 - 2002
MetLife 1997 - 2000
Skills
Series 7, Investments, Series 63, Wealth Management, Asset Management, Portfolio Management, Fixed Income, Securities, Financial Services, Equities
Education
DePaul University 1999 — 2001
Master of Business Administration (M.B.A.), Marketing
North Central College 1993 — 1997
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Karen Moretti Karen Moretti's Nuveen Investments Experience December 2011 - March 2012
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
Millennium Trust Company March 2012 - October 2013
Nuveen Investments December 2011 - March 2012
MF Global February 2011 - October 2011
Mesirow Financial September 2007 - February 2011
JPMorgan Chase February 2006 - September 2007
JP Morgan Chase February 2005 - February 2006
Banc One Securities Corp 2000 - 2005
Lincoln Financial Advisors August 1997 - March 2000
Skills
Licensing, Series 7, Series 63, AML, Series 24, Fixed Income, Equities, Investment Advisory, Asset Managment, Hedge Funds, Financial Services, Investments, Due Diligence, Risk Management, Capital Markets
Education
DePaul University 2000 — 2007
Liberal Arts, school for new learning
The FINRA Institute at Wharton 2003 — 2005
Certified Regulatory and Compliance Professional (CRCP), Securities
JPMorgan Chase October 2013 - Present
Millennium Trust Company March 2012 - October 2013
Nuveen Investments December 2011 - March 2012
MF Global February 2011 - October 2011
Mesirow Financial September 2007 - February 2011
JPMorgan Chase February 2006 - September 2007
JP Morgan Chase February 2005 - February 2006
Banc One Securities Corp 2000 - 2005
Lincoln Financial Advisors August 1997 - March 2000
Skills
Licensing, Series 7, Series 63, AML, Series 24, Fixed Income, Equities, Investment Advisory, Asset Managment, Hedge Funds, Financial Services, Investments, Due Diligence, Risk Management, Capital Markets
Education
DePaul University 2000 — 2007
Liberal Arts, school for new learning
The FINRA Institute at Wharton 2003 — 2005
Certified Regulatory and Compliance Professional (CRCP), Securities
Bill Kehr Bill Kehr's Nuveen Investments Experience 1996 - 2002
Job Wealth Management Marketing Manager at First Midwest Bank
Industry Financial Services
Experience
First Midwest Bank September 2015 - Present
Northern Trust Wealth Management September 2005 - September 2015
Futures trader 2003 - 2004
Nuveen Investments 1996 - 2002
Kehr Research, Inc. 1992 - 1996
Skills
Investments, Trading, Equities, Customer Relations, Asset Management, Compliance, Securities, Budgeting, Hedge Funds, Fixed Income, Risk, Risk Management, Executive Management, Research, Product Development, Policy, Strategic Planning, Analysis, Economics, Negotiation, Microsoft Office, Small Business, Testing, Financial Planning, Mutual Funds, Sales Support, Series 7, Wealth Management, Business Strategy, Business Planning, Client Service, FINRA, Series 63, Strategy Development, Entrepreneurship, Marketing Strategy, Strategy, Content Management, Thought Leadership, Asset Managment, Asset Allocation, Financial Services, Financial Risk, Investment Strategies, ETFs, Alternative Investments, Investment Advisory, Wealth Management..., High Net Worth..., Private Equity
Education
Cannon Financial Institute
Personal Trust I and II
Davidson College
BA, Psychology
Northwestern University
ABD, Methodology& Evaluation Research
Wake Forest University
MA, Psychology
First Midwest Bank September 2015 - Present
Northern Trust Wealth Management September 2005 - September 2015
Futures trader 2003 - 2004
Nuveen Investments 1996 - 2002
Kehr Research, Inc. 1992 - 1996
Skills
Investments, Trading, Equities, Customer Relations, Asset Management, Compliance, Securities, Budgeting, Hedge Funds, Fixed Income, Risk, Risk Management, Executive Management, Research, Product Development, Policy, Strategic Planning, Analysis, Economics, Negotiation, Microsoft Office, Small Business, Testing, Financial Planning, Mutual Funds, Sales Support, Series 7, Wealth Management, Business Strategy, Business Planning, Client Service, FINRA, Series 63, Strategy Development, Entrepreneurship, Marketing Strategy, Strategy, Content Management, Thought Leadership, Asset Managment, Asset Allocation, Financial Services, Financial Risk, Investment Strategies, ETFs, Alternative Investments, Investment Advisory, Wealth Management..., High Net Worth..., Private Equity
Education
Cannon Financial Institute
Personal Trust I and II
Davidson College
BA, Psychology
Northwestern University
ABD, Methodology& Evaluation Research
Wake Forest University
MA, Psychology
Leo Schmidt's Nuveen Investments Experience January 2001 - June 2004
Job Senior Equity Analyst at The Chubb Corporation
Industry Investment Management
Experience
The Chubb Corporation June 2005 - Present
Advent Capital Management June 2004 - March 2005
Nuveen Investments January 2001 - June 2004
Reich & Tang Asset Management December 1993 - January 2001
PricewaterhouseCoopers June 1990 - March 1993
Skills
Financial Modeling, Alternative Investments, Bonds, Derivatives, Mutual Funds, Asset Allocation, Investment Strategies, Financial Analysis, Capital Markets, Equity Valuation
Education
Columbia University in the City of New York 1984 — 1990
BA, Economic & History: double major
New York University - Leonard N. Stern School of Business 1990 — 1991
MBA, Finance and Accounting
Bishop Dennis J O'Connell
The Chubb Corporation June 2005 - Present
Advent Capital Management June 2004 - March 2005
Nuveen Investments January 2001 - June 2004
Reich & Tang Asset Management December 1993 - January 2001
PricewaterhouseCoopers June 1990 - March 1993
Skills
Financial Modeling, Alternative Investments, Bonds, Derivatives, Mutual Funds, Asset Allocation, Investment Strategies, Financial Analysis, Capital Markets, Equity Valuation
Education
Columbia University in the City of New York 1984 — 1990
BA, Economic & History: double major
New York University - Leonard N. Stern School of Business 1990 — 1991
MBA, Finance and Accounting
Bishop Dennis J O'Connell
Marietta Parenti Marietta Parenti's Nuveen Investments Experience 1991 - 1999
Job MARKETING EXECUTIVE & CONSULTANT
Industry Marketing and Advertising
Experience
Maximum Impact Partners 2011 - Present
American Medical Association (AMA) November 2007 - September 2011
Strategic Marketing November 2005 - November 2007
Rehabilitation Institute of Chicago 2000 - 2005
Nuveen Investments 1991 - 1999
Ogilvy & Mather Direct 1986 - 1991
Skills
Strategic Marketing, Business Leadership, Brand Building, Reputation Management, Competitive Positioning, Business Development, Corporate Communications, Integrated Marketing, Advertising, Promotions, Public Relations, CRM, Digital Marketing, Social Media Marketing, Internal & External..., Agency Management, Public Speaking, Direct Marketing, Creative Direction, Department Budget..., Leadership, Marketing Strategy, Brand Management, Marketing Management, Internal Communications, Newsletters, Social Media, Direct Mail, Marketing, SEO, Analytics, Market Research, B2B Marketing, Interactive Marketing, Market Planning, Multi-channel Marketing, Email Marketing, Segmentation, Product Launch, Digital Strategy, Online Marketing, Sponsorship, Business Strategy, Positioning, Marketing Communications, Strategy, Strategic Communications, Brand Development, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Marketing
University of Illinois at Urbana-Champaign
B.S.
Maximum Impact Partners 2011 - Present
American Medical Association (AMA) November 2007 - September 2011
Strategic Marketing November 2005 - November 2007
Rehabilitation Institute of Chicago 2000 - 2005
Nuveen Investments 1991 - 1999
Ogilvy & Mather Direct 1986 - 1991
Skills
Strategic Marketing, Business Leadership, Brand Building, Reputation Management, Competitive Positioning, Business Development, Corporate Communications, Integrated Marketing, Advertising, Promotions, Public Relations, CRM, Digital Marketing, Social Media Marketing, Internal & External..., Agency Management, Public Speaking, Direct Marketing, Creative Direction, Department Budget..., Leadership, Marketing Strategy, Brand Management, Marketing Management, Internal Communications, Newsletters, Social Media, Direct Mail, Marketing, SEO, Analytics, Market Research, B2B Marketing, Interactive Marketing, Market Planning, Multi-channel Marketing, Email Marketing, Segmentation, Product Launch, Digital Strategy, Online Marketing, Sponsorship, Business Strategy, Positioning, Marketing Communications, Strategy, Strategic Communications, Brand Development, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Marketing
University of Illinois at Urbana-Champaign
B.S.
David Burghard, FLMI David Burghard, FLMI's Nuveen Investments Experience January 1997 - August 1998
Job Senior Vice President of Sales at Dearborn National Worksite & Individual Solutions
Industry Insurance
Experience
Dearborn National October 2007 - Present
Mesirow Financial January 2007 - September 2007
Prudential Financial December 2004 - September 2006
Pacific Life January 2003 - December 2004
Scudder Kemper Investments January 2000 - December 2002
Scudder Kemper Investments August 1998 - December 1999
Nuveen Investments January 1997 - August 1998
Skills
Sales Management, Budgeting, Business Planning, Contract Negotiation, Forecasting, Customer Relations, Strategic Planning, New Business Development, Marketing Strategy, Account Management, Insurance, Negotiation, Business Strategy, Marketing Communications, Investments, Mutual Funds, Variable Annuities, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, 401k, Unit Investment Trusts, Separately Managed..., National Account..., Strategic Thinking, Delivering Results, Corporate Communications, Budgets, Series 7, Series 63, Life Insurance, Relationship Management, Strategic Financial..., Retirement, Retirement Planning, Employee Benefits, Sales, Risk Management, Customer Service, Leadership, Disability Insurance, Health Insurance, Long-term Care, Health Savings Accounts, Underwriting, Brokers, Voluntary Employee..., Group Insurance, Series 6, Property & Casualty...
Education
DePauw University 1989 — 1993
Bachelor of Arts (BA), Political Science
Principia
Dearborn National October 2007 - Present
Mesirow Financial January 2007 - September 2007
Prudential Financial December 2004 - September 2006
Pacific Life January 2003 - December 2004
Scudder Kemper Investments January 2000 - December 2002
Scudder Kemper Investments August 1998 - December 1999
Nuveen Investments January 1997 - August 1998
Skills
Sales Management, Budgeting, Business Planning, Contract Negotiation, Forecasting, Customer Relations, Strategic Planning, New Business Development, Marketing Strategy, Account Management, Insurance, Negotiation, Business Strategy, Marketing Communications, Investments, Mutual Funds, Variable Annuities, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, 401k, Unit Investment Trusts, Separately Managed..., National Account..., Strategic Thinking, Delivering Results, Corporate Communications, Budgets, Series 7, Series 63, Life Insurance, Relationship Management, Strategic Financial..., Retirement, Retirement Planning, Employee Benefits, Sales, Risk Management, Customer Service, Leadership, Disability Insurance, Health Insurance, Long-term Care, Health Savings Accounts, Underwriting, Brokers, Voluntary Employee..., Group Insurance, Series 6, Property & Casualty...
Education
DePauw University 1989 — 1993
Bachelor of Arts (BA), Political Science
Principia
Larry Cecil Larry Cecil's Nuveen Investments Experience September 2010 - January 2011
Job Senior Consultant at Golub Capital
Industry Venture Capital & Private Equity
Experience
Golub Capital November 2013 - Present
Emerald Ventures, Inc. January 2013 - September 2013
Renovo Services, LLC January 2011 - December 2012
Nuveen Investments September 2010 - January 2011
Morgan Stanley Investment Management January 2001 - June 2010
Van Kampen Investments June 1996 - January 2001
First Chicago 1981 - 1996
Skills
Relationship Management, Strategic Planning, Business Development, Mergers, Change Management, Program Management, Vendor Management, Business Strategy, IT Strategy, Business Analysis, Project Management, Cross-functional Team..., SaaS, Strategy, CRM, Mergers & Acquisitions, Online Marketing, Marketing, Business Intelligence, Enterprise Software, Financial Services, Leadership, Salesforce.com, SDLC, Morningstar, Team Leadership, Consulting, Executive Management, Management, Integration, Analytics, Databases, Process Improvement, Risk Management, Business Process..., Information Technology, Project Portfolio..., Outsourcing
Education
Saint Xavier University 2002 — 2004
MBA, Marketing
DePaul University 1998 — 2001
BA, Information Systems
Golub Capital November 2013 - Present
Emerald Ventures, Inc. January 2013 - September 2013
Renovo Services, LLC January 2011 - December 2012
Nuveen Investments September 2010 - January 2011
Morgan Stanley Investment Management January 2001 - June 2010
Van Kampen Investments June 1996 - January 2001
First Chicago 1981 - 1996
Skills
Relationship Management, Strategic Planning, Business Development, Mergers, Change Management, Program Management, Vendor Management, Business Strategy, IT Strategy, Business Analysis, Project Management, Cross-functional Team..., SaaS, Strategy, CRM, Mergers & Acquisitions, Online Marketing, Marketing, Business Intelligence, Enterprise Software, Financial Services, Leadership, Salesforce.com, SDLC, Morningstar, Team Leadership, Consulting, Executive Management, Management, Integration, Analytics, Databases, Process Improvement, Risk Management, Business Process..., Information Technology, Project Portfolio..., Outsourcing
Education
Saint Xavier University 2002 — 2004
MBA, Marketing
DePaul University 1998 — 2001
BA, Information Systems
Justin Jordan Justin Jordan's Nuveen Investments Experience 2014 - Present
Job International Technology Research Analyst
Industry Computer Networking
Experience
Nuveen Investments 2014 - Present
Goldman Sachs 2012 - 2014
MaxLinear 2009 - 2012
Jackson Capital Management 2007 - 2009
Mesirow Financial February 2004 - June 2008
Gen3 Capital 2007 - 2007
Skills
Business Strategy, Business Development, Venture Capital, Corporate Development, Due Diligence, Financial Analysis, Investor Relations, Valuation, Product Management, Licensing Negotiations, Mergers, Telecommunications, Equities, Investments, Finance, Equity Research, Start-ups, Strategy
Education
DePaul University
Bachelor of Science (BSc)
Nuveen Investments 2014 - Present
Goldman Sachs 2012 - 2014
MaxLinear 2009 - 2012
Jackson Capital Management 2007 - 2009
Mesirow Financial February 2004 - June 2008
Gen3 Capital 2007 - 2007
Skills
Business Strategy, Business Development, Venture Capital, Corporate Development, Due Diligence, Financial Analysis, Investor Relations, Valuation, Product Management, Licensing Negotiations, Mergers, Telecommunications, Equities, Investments, Finance, Equity Research, Start-ups, Strategy
Education
DePaul University
Bachelor of Science (BSc)
Sharon Shaughnessy Sharon Shaughnessy's Nuveen Investments Experience April 2006 - December 2008
Job Facilities Services Administrator and Customer Service Professional
Industry Facilities Services
Experience
Nuveen Investments April 2006 - December 2008
Nuveen Investments 2004 - 2006
Nuveen Investments November 2003 - July 2004
Chicago Mercantile Exchange 1999 - 2002
Chicago Mercantile Exchange 1992 - 1999
Skills
Process Improvement
Education
DePaul University
BA, English, Art
Nuveen Investments April 2006 - December 2008
Nuveen Investments 2004 - 2006
Nuveen Investments November 2003 - July 2004
Chicago Mercantile Exchange 1999 - 2002
Chicago Mercantile Exchange 1992 - 1999
Skills
Process Improvement
Education
DePaul University
BA, English, Art
David Collum II David Collum II's Nuveen Investments Experience June 2012 - 2012
Job Intern at Lockton Insurance Company
Industry Music
Experience
Dreamer Management August 2013 - Present
None February 1995 - Present
Lockton 2014 - February 2015
Nuveen Investments June 2012 - 2012
Skills
Marketing, Music, Management, Finance, Online Marketing, Social Media Marketing
Education
Columbia College Chicago
Music, and artist management, freshman
Dreamer Management August 2013 - Present
None February 1995 - Present
Lockton 2014 - February 2015
Nuveen Investments June 2012 - 2012
Skills
Marketing, Music, Management, Finance, Online Marketing, Social Media Marketing
Education
Columbia College Chicago
Music, and artist management, freshman
Michael Ianni Michael Ianni's Nuveen Investments Experience January 2015 - Present
Job Vice President, Sales Development Manager, Retail Business Services at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments January 2015 - Present
DePaul University September 2009 - Present
DANK Haus German American Cultural Center January 2012 - Present
Nuveen Investments August 2012 - December 2014
Nuveen Investments April 2011 - August 2012
Nuveen Investments August 2008 - April 2011
Kellstadt MBA Association - DePaul University June 2007 - July 2008
LEARN Charter School Associate Board 2006 - 2008
Austrian American Educational Commission (Fulbright Commission) September 2003 - June 2005
Morgan Lewis & Bockius, LLP June 2001 - September 2003
Skills
Investments, Leadership, Management, Marketing, Mutual Funds, Asset Management, Series 7, Equities, Fixed Income, Asset Managment, Strategy, Business Analysis, Wealth Management, Business Development, Public Speaking, Alternative Investments, Asset Allocation, Portfolio Management, Time Management, Management Consulting, Financial Analysis, Financial Modeling, Series 24, Finance, Investment Management, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA
Goethe Institut-Chicago 2005 — 2007
Prüfung Wirtschaftsdeutsch
The George Washington University 1997 — 2001
BBA
The George Washington University - School of Business 1997 — 2001
BBA
Salzburg College 2000 — 2000
Nuveen Investments January 2015 - Present
DePaul University September 2009 - Present
DANK Haus German American Cultural Center January 2012 - Present
Nuveen Investments August 2012 - December 2014
Nuveen Investments April 2011 - August 2012
Nuveen Investments August 2008 - April 2011
Kellstadt MBA Association - DePaul University June 2007 - July 2008
LEARN Charter School Associate Board 2006 - 2008
Austrian American Educational Commission (Fulbright Commission) September 2003 - June 2005
Morgan Lewis & Bockius, LLP June 2001 - September 2003
Skills
Investments, Leadership, Management, Marketing, Mutual Funds, Asset Management, Series 7, Equities, Fixed Income, Asset Managment, Strategy, Business Analysis, Wealth Management, Business Development, Public Speaking, Alternative Investments, Asset Allocation, Portfolio Management, Time Management, Management Consulting, Financial Analysis, Financial Modeling, Series 24, Finance, Investment Management, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA
Goethe Institut-Chicago 2005 — 2007
Prüfung Wirtschaftsdeutsch
The George Washington University 1997 — 2001
BBA
The George Washington University - School of Business 1997 — 2001
BBA
Salzburg College 2000 — 2000
Doug Gilmour Doug Gilmour's Nuveen Investments Experience January 2013 - Present
Job at Nuveen Investments
Industry Information Technology and Services
Experience
Nuveen Investments January 2013 - Present
Skills
SharePoint, K2 BlackPearl, SharePoint Designer, VMware, Microsoft Exchange, Citrix, Data Center, Virtualization, Servers, Microsoft SQL Server, VMware ESX, Troubleshooting, Windows Server, Switches, Storage, Networking, K2
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2002
MS MIS
Wheaton College 1990 — 1994
BA
Mountain Lakes 1986 — 1990
Diploma
Nuveen Investments January 2013 - Present
Skills
SharePoint, K2 BlackPearl, SharePoint Designer, VMware, Microsoft Exchange, Citrix, Data Center, Virtualization, Servers, Microsoft SQL Server, VMware ESX, Troubleshooting, Windows Server, Switches, Storage, Networking, K2
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2002
MS MIS
Wheaton College 1990 — 1994
BA
Mountain Lakes 1986 — 1990
Diploma
Carol Huck, LPC Carol Huck, LPC's Nuveen Investments Experience January 1982 - February 2000
Job Professional School Counselor, LEARN Charter Schools
Industry Education Management
Experience
LEARN Charter Schools August 2009 - Present
North Chicago Community High School August 2008 - August 2009
Nuveen Investments January 1982 - February 2000
Skills
Elementary Education, Public Speaking, Educational Leadership, Counseling Psychology, Classroom Management, Student Counseling, Special Education, Nonprofits, Career Development, Teaching, Higher Education, Community Outreach, Curriculum Design, Curriculum Development, Program Development, Classroom, Staff Development
Education
Concordia University-River Forest 2005 — 2008
Master of Arts (M.A.), Counselor Education/School Counseling and Guidance Services
Miami University
Bachelor of Arts (B.A.), International/Global Studies and French
LEARN Charter Schools August 2009 - Present
North Chicago Community High School August 2008 - August 2009
Nuveen Investments January 1982 - February 2000
Skills
Elementary Education, Public Speaking, Educational Leadership, Counseling Psychology, Classroom Management, Student Counseling, Special Education, Nonprofits, Career Development, Teaching, Higher Education, Community Outreach, Curriculum Design, Curriculum Development, Program Development, Classroom, Staff Development
Education
Concordia University-River Forest 2005 — 2008
Master of Arts (M.A.), Counselor Education/School Counseling and Guidance Services
Miami University
Bachelor of Arts (B.A.), International/Global Studies and French
Mike Yetter Mike Yetter's Nuveen Investments Experience 2012 - 2014
Job VP MultiClient OTC Derivatives at State Street
Industry Financial Services
Experience
State Street 2014 - Present
Nuveen Investments 2012 - 2014
Pacific Life 2010 - 2012
Charles River Development 2009 - 2010
State Street Corporation (STT) 2000 - 2009
PIMCO 1987 - 2000
Skills
Fixed Income, Derivatives, Equities, Asset Managment, Bloomberg, Portfolio Management, Middle Office, Mutual Funds, Risk Management, Financial Services, Securities, Business Analysis, Capital Markets, Electronic Trading, Management, Trading Systems, SDLC, Settlement, Collateral Management, Financial Analysis, Valuation, Outsourcing, Back Office, Alternative Investments, Asset Management, PMO, Financial Markets
Education
DePaul University
Certificate, SQL Server Business Intelligence
University of California, Irvine
Coursework in Business Analysis, Management and Leadership, Emerging Technologies
University of California, Los Angeles
Bachelor's degree, Economics
State Street 2014 - Present
Nuveen Investments 2012 - 2014
Pacific Life 2010 - 2012
Charles River Development 2009 - 2010
State Street Corporation (STT) 2000 - 2009
PIMCO 1987 - 2000
Skills
Fixed Income, Derivatives, Equities, Asset Managment, Bloomberg, Portfolio Management, Middle Office, Mutual Funds, Risk Management, Financial Services, Securities, Business Analysis, Capital Markets, Electronic Trading, Management, Trading Systems, SDLC, Settlement, Collateral Management, Financial Analysis, Valuation, Outsourcing, Back Office, Alternative Investments, Asset Management, PMO, Financial Markets
Education
DePaul University
Certificate, SQL Server Business Intelligence
University of California, Irvine
Coursework in Business Analysis, Management and Leadership, Emerging Technologies
University of California, Los Angeles
Bachelor's degree, Economics
Brian Barnicle Brian Barnicle's Nuveen Investments Experience September 2005 - February 2006
Job Owner Barnicle Consulting LLC
Industry Financial Services
Experience
Barnicle Consulting LLC July 2015 - Present
InvestCloud, Inc. September 2014 - Present
Neuberger Berman September 2012 - September 2014
Deloitte & Touche LLP June 2010 - September 2012
Sr. Consultant - Capital Markets Consulting at Deloitte & Touche LLP February 2008 - June 2010
Mesirow Financial February 2006 - February 2008
Nuveen Investments September 2005 - February 2006
CheckFree March 2003 - November 2004
Zurich Scudder Investment February 2001 - August 2002
The Second City 2001 - 2002
Skills
Portfolio Management, Equities, Trading, Capital Markets, Investments, Compliance, Procedure Development, System Architecture, Fixed Income Technology, Compliance Testing, Business Analysis, Asset Management, Finance, Securities, Trading Systems, Business Process, Team Management, Bonds, Financial Services, Investment Management, Bloomberg, Project Management, Risk Management, Fixed Income, SDLC, Analysis, Financial Risk, Software Documentation, Derivatives, Databases
Education
DePaul University 1998 — 2000
MBA, Information Technologies
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, MIS
DePaul University 1994 — 1997
Bachelor of Science, Finance and Marketing
Fenwick 1987 — 1991
University of Illinois at Urbana-Champaign
Barnicle Consulting LLC July 2015 - Present
InvestCloud, Inc. September 2014 - Present
Neuberger Berman September 2012 - September 2014
Deloitte & Touche LLP June 2010 - September 2012
Sr. Consultant - Capital Markets Consulting at Deloitte & Touche LLP February 2008 - June 2010
Mesirow Financial February 2006 - February 2008
Nuveen Investments September 2005 - February 2006
CheckFree March 2003 - November 2004
Zurich Scudder Investment February 2001 - August 2002
The Second City 2001 - 2002
Skills
Portfolio Management, Equities, Trading, Capital Markets, Investments, Compliance, Procedure Development, System Architecture, Fixed Income Technology, Compliance Testing, Business Analysis, Asset Management, Finance, Securities, Trading Systems, Business Process, Team Management, Bonds, Financial Services, Investment Management, Bloomberg, Project Management, Risk Management, Fixed Income, SDLC, Analysis, Financial Risk, Software Documentation, Derivatives, Databases
Education
DePaul University 1998 — 2000
MBA, Information Technologies
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, MIS
DePaul University 1994 — 1997
Bachelor of Science, Finance and Marketing
Fenwick 1987 — 1991
University of Illinois at Urbana-Champaign
Christopher Koch Christopher Koch's Nuveen Investments Experience October 2013 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 2013 - Present
All Campus/Alloy Media & Marketing October 2012 - October 2013
Chamberlain College of Nursing/DeVry Inc. April 2010 - October 2012
Samco Enterprises 2006 - 2012
Skills
Investments, Leadership Development, Team Leadership, Marketing Strategy, Marketing, Mutual Funds, Portfolio Management, Sales, Asset Management, New Business Development, Investment Strategies, Strategic Planning, Equities, Mentoring, Communication Skills, Sales Management, Series 7, Closed-end Funds, Business Development, Financial Analysis, Municipal Bonds, Separately Managed...
Education
DePaul University 2004 — 2008
Bachelor of Arts (B.A.), Business: Finance and Economics; English
Keller Graduate School of Management of DeVry University 2011 — 2013
Graduate Certificate in Financial Analysis
Oak Forest High School
Nuveen Investments October 2013 - Present
All Campus/Alloy Media & Marketing October 2012 - October 2013
Chamberlain College of Nursing/DeVry Inc. April 2010 - October 2012
Samco Enterprises 2006 - 2012
Skills
Investments, Leadership Development, Team Leadership, Marketing Strategy, Marketing, Mutual Funds, Portfolio Management, Sales, Asset Management, New Business Development, Investment Strategies, Strategic Planning, Equities, Mentoring, Communication Skills, Sales Management, Series 7, Closed-end Funds, Business Development, Financial Analysis, Municipal Bonds, Separately Managed...
Education
DePaul University 2004 — 2008
Bachelor of Arts (B.A.), Business: Finance and Economics; English
Keller Graduate School of Management of DeVry University 2011 — 2013
Graduate Certificate in Financial Analysis
Oak Forest High School
Matthew Kuzniar Matthew Kuzniar's Nuveen Investments Experience May 2014 - Present
Job CIM Data Specialist at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 2014 - Present
HealthTrack Sports Wellness July 2007 - Present
Merrill Lynch August 2012 - December 2012
Butterfield Park District June 2008 - June 2012
Education
Dominican University 2010 — 2013
Bachelor of Arts (BA), Economics and Business Administration with concentrations in Finance and Management
Nuveen Investments May 2014 - Present
HealthTrack Sports Wellness July 2007 - Present
Merrill Lynch August 2012 - December 2012
Butterfield Park District June 2008 - June 2012
Education
Dominican University 2010 — 2013
Bachelor of Arts (BA), Economics and Business Administration with concentrations in Finance and Management
George J. Pagorek George J. Pagorek's Nuveen Investments Experience March 2012 - December 2012
Job PMO Program / Project Management Product Manager Software Development Consultant Financial Services
Industry Information Technology and Services
Experience
MUFG Union Bank March 2013 - Present
Nuveen Investments March 2012 - December 2012
Advisors Asset Management, Inc. June 2009 - June 2011
Dimensional Fund Advisors April 2005 - May 2008
Pacific Life 2004 - 2005
LPL Financial Services September 1998 - June 2004
Nicholas-Applegate Capital Management (NACM) June 1996 - September 1998
Skills
Business Strategy, Enterprise Software, Project Portfolio..., IT Operations, Organizational..., Software Development, Team Building, Collaborative, PMO, Problem Solving, Self Starter, Project Program..., Relationship Management, SDLC, Quality Assurance, Project Management, Front Office / OMS, Middle Office / Trade..., Back Office / Fund..., Research, Compliance / Risk..., Marketing and Sales, Brokerage, Equity Securities, Fixed Income Securities, Mutual Funds, ETFs, Business Intelligence, Strategy, Fixed Income, CRM, Cloud Computing, Agile Methodologies, Microsoft SQL Server, Outsourcing, Management, Leadership, Analysis, Business Development, Portfolio Management, Team Leadership, Management Consulting, E-commerce
Education
University of San Diego 1998 — 2002
MBA, Finance and Marketing
American Management Association 1997 — 1997
Certification, Project Management
Stony Brook University
MS, Computer Science
City University of New York-Hunter College
BA, Mathematics and Physics
MUFG Union Bank March 2013 - Present
Nuveen Investments March 2012 - December 2012
Advisors Asset Management, Inc. June 2009 - June 2011
Dimensional Fund Advisors April 2005 - May 2008
Pacific Life 2004 - 2005
LPL Financial Services September 1998 - June 2004
Nicholas-Applegate Capital Management (NACM) June 1996 - September 1998
Skills
Business Strategy, Enterprise Software, Project Portfolio..., IT Operations, Organizational..., Software Development, Team Building, Collaborative, PMO, Problem Solving, Self Starter, Project Program..., Relationship Management, SDLC, Quality Assurance, Project Management, Front Office / OMS, Middle Office / Trade..., Back Office / Fund..., Research, Compliance / Risk..., Marketing and Sales, Brokerage, Equity Securities, Fixed Income Securities, Mutual Funds, ETFs, Business Intelligence, Strategy, Fixed Income, CRM, Cloud Computing, Agile Methodologies, Microsoft SQL Server, Outsourcing, Management, Leadership, Analysis, Business Development, Portfolio Management, Team Leadership, Management Consulting, E-commerce
Education
University of San Diego 1998 — 2002
MBA, Finance and Marketing
American Management Association 1997 — 1997
Certification, Project Management
Stony Brook University
MS, Computer Science
City University of New York-Hunter College
BA, Mathematics and Physics
Jim Dunmyer Jim Dunmyer's Nuveen Investments Experience February 1997 - August 1999
Job Director of Finance at Bluelock, LLC
Industry Executive Office
Experience
Bluelock, LLC March 2015 - Present
Entrepreneurial Organization November 2014 - February 2015
Pac-Van, Inc May 2000 - October 2014
Nuveen Investments February 1997 - August 1999
Flagship Financial August 1990 - February 1997
Upper Valley Medical Center August 1989 - August 1990
Touche Ross August 1986 - August 1989
Skills
Strategic Planning, Financial Analysis, Mergers & Acquisitions, Forecasting, Finance, Accounting, Business Process..., Microsoft Excel, Contract Negotiation, Salesforce.com, Construction, Strategic Financial..., Navision, Information Technology, Human Resources, Organizational..., Leadership, Microsoft Dynamics, Management, Financial Planning, Budgets, Customer Service, Team Building, Process Improvement, Financial Reporting, New Business Development
Education
Wright State University 1986 — 1991
MBA, Financial Administation
DePauw University 1982 — 1986
Bachelor of Art, Economics
Bluelock, LLC March 2015 - Present
Entrepreneurial Organization November 2014 - February 2015
Pac-Van, Inc May 2000 - October 2014
Nuveen Investments February 1997 - August 1999
Flagship Financial August 1990 - February 1997
Upper Valley Medical Center August 1989 - August 1990
Touche Ross August 1986 - August 1989
Skills
Strategic Planning, Financial Analysis, Mergers & Acquisitions, Forecasting, Finance, Accounting, Business Process..., Microsoft Excel, Contract Negotiation, Salesforce.com, Construction, Strategic Financial..., Navision, Information Technology, Human Resources, Organizational..., Leadership, Microsoft Dynamics, Management, Financial Planning, Budgets, Customer Service, Team Building, Process Improvement, Financial Reporting, New Business Development
Education
Wright State University 1986 — 1991
MBA, Financial Administation
DePauw University 1982 — 1986
Bachelor of Art, Economics
Dominick Trapasso Dominick Trapasso's Nuveen Investments Experience June 2011 - Present
Job Senior Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2011 - Present
Credit Suisse April 2009 - May 2011
Barclays Wealth September 2008 - April 2009
Lehman Brothers May 2002 - September 2008
KPMG 1999 - 2003
Skills
Equities, Fixed Income, Capital Markets, Due Diligence, Asset Managment, Private Equity, Alternative Investments, Hedge Funds, Financial Analysis, Portfolio Management, Investments, CPA, Asset Management, Investment Advisory, High Net Worth..., FINRA, Asset Allocation, Family Office, Series 7, Mutual Funds, Securities, Wealth Management, Series 63, Bloomberg, Derivatives, Investment Management, Investment Strategies, ETFs
Education
Clemson University 1995 — 1999
BS, Accounting
Clemson University - College of Business and Behavioral Science 1995 — 1999
Bachelor of Science, Accounting
Page High School
Nuveen Investments June 2011 - Present
Credit Suisse April 2009 - May 2011
Barclays Wealth September 2008 - April 2009
Lehman Brothers May 2002 - September 2008
KPMG 1999 - 2003
Skills
Equities, Fixed Income, Capital Markets, Due Diligence, Asset Managment, Private Equity, Alternative Investments, Hedge Funds, Financial Analysis, Portfolio Management, Investments, CPA, Asset Management, Investment Advisory, High Net Worth..., FINRA, Asset Allocation, Family Office, Series 7, Mutual Funds, Securities, Wealth Management, Series 63, Bloomberg, Derivatives, Investment Management, Investment Strategies, ETFs
Education
Clemson University 1995 — 1999
BS, Accounting
Clemson University - College of Business and Behavioral Science 1995 — 1999
Bachelor of Science, Accounting
Page High School
Douglas Gowski's Nuveen Investments Experience March 2013 - Present
Job RIA Consulting Group at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2013 - Present
Guggenheim Investments January 2011 - March 2013
MyNewPlace June 2009 - January 2011
Morgan Stanley August 2002 - January 2009
Skills
Equities, Securities, Fixed Income, Alternative Investments, ETFs, Mutual Funds
Education
College of the Holy Cross 1998 — 2002
BA, History
Delbarton 1994 — 1998
Nuveen Investments March 2013 - Present
Guggenheim Investments January 2011 - March 2013
MyNewPlace June 2009 - January 2011
Morgan Stanley August 2002 - January 2009
Skills
Equities, Securities, Fixed Income, Alternative Investments, ETFs, Mutual Funds
Education
College of the Holy Cross 1998 — 2002
BA, History
Delbarton 1994 — 1998
Andrew Soodek Andrew Soodek's Nuveen Investments Experience January 2008 - April 2008
Job President/Founder at Secure Compliance Solutions LLC
Industry Information Technology and Services
Experience
Secure Compliance Solutions LLC July 2015 - Present
NORC at the University of Chicago February 2015 - August 2015
Enterprise Recovery Systems, Inc. December 2009 - September 2014
John Drake & Associates September 2009 - December 2009
Five9 Technologies May 2008 - March 2009
Nuveen Investments January 2008 - April 2008
Health Care Service Corporation August 2006 - January 2008
AC Nielsen 2004 - 2006
RCN 2000 - 2002
VenCom Group 1995 - 1998
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, Operations
Dominican University 1993 — 1994
MLIS, Library & Information Science
University of Minnesota-Twin Cities 1987 — 1992
BA, Humanities
Secure Compliance Solutions LLC July 2015 - Present
NORC at the University of Chicago February 2015 - August 2015
Enterprise Recovery Systems, Inc. December 2009 - September 2014
John Drake & Associates September 2009 - December 2009
Five9 Technologies May 2008 - March 2009
Nuveen Investments January 2008 - April 2008
Health Care Service Corporation August 2006 - January 2008
AC Nielsen 2004 - 2006
RCN 2000 - 2002
VenCom Group 1995 - 1998
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, Operations
Dominican University 1993 — 1994
MLIS, Library & Information Science
University of Minnesota-Twin Cities 1987 — 1992
BA, Humanities
Melissa Morrow Melissa Morrow's Nuveen Investments Experience March 2001 - July 2006
Job Account Manager at Archer
Industry Financial Services
Experience
Archer - Investment Management Solutions December 2014 - Present
CBRE Clarion Securities October 2006 - December 2014
Nuveen Investments March 2001 - July 2006
SunGard 1998 - 2001
EBF & Associates 1997 - 1998
Norwest Investment Management 1995 - 1998
Piper Jaffray 1991 - 1994
Skills
Securities, Investment Strategies, Sales, Marketing, Series 7, Investments, Equities, Trading Systems, Fixed Income, Portfolio Management, Client relationship..., Account retention/growth, Financial services, Mutual Funds, Investment advisory, Alternative Investments, Investor relations, Hedge Funds, Middle Office, Back Office, Risk Management, Fund Accounting, Fund Of Funds, Technology Management, Relationship Marketing, Trading, Financial Analysis, Financial Services, CRM, Investor Relations, Asset Managment, Relationship Management, Investment Advisory, Strategy, Business Development, Market Research, Asset Management, Marketing Strategy
Education
College of Saint Benedict 1987 — 1991
Management, Business
Archer - Investment Management Solutions December 2014 - Present
CBRE Clarion Securities October 2006 - December 2014
Nuveen Investments March 2001 - July 2006
SunGard 1998 - 2001
EBF & Associates 1997 - 1998
Norwest Investment Management 1995 - 1998
Piper Jaffray 1991 - 1994
Skills
Securities, Investment Strategies, Sales, Marketing, Series 7, Investments, Equities, Trading Systems, Fixed Income, Portfolio Management, Client relationship..., Account retention/growth, Financial services, Mutual Funds, Investment advisory, Alternative Investments, Investor relations, Hedge Funds, Middle Office, Back Office, Risk Management, Fund Accounting, Fund Of Funds, Technology Management, Relationship Marketing, Trading, Financial Analysis, Financial Services, CRM, Investor Relations, Asset Managment, Relationship Management, Investment Advisory, Strategy, Business Development, Market Research, Asset Management, Marketing Strategy
Education
College of Saint Benedict 1987 — 1991
Management, Business
Monica Blocker's Nuveen Investments Experience February 2012 - May 2014
Job Institutional Sales at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors June 2014 - Present
Nuveen Investments February 2012 - May 2014
Nuveen Investments December 2010 - February 2012
Morgan Stanley June 2009 - December 2010
Skills
Mutual Funds, Separately Managed..., Closed End Funds, Series 7, Series 66, Municipal Bonds, Equities, Taxable Fixed Income, Securities, Finance, Trading, Investment Strategies, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Behavioral Finance
DePaul University 2006 — 2010
Bachelor of Science (B.S.), Finance
Geneva Advisors June 2014 - Present
Nuveen Investments February 2012 - May 2014
Nuveen Investments December 2010 - February 2012
Morgan Stanley June 2009 - December 2010
Skills
Mutual Funds, Separately Managed..., Closed End Funds, Series 7, Series 66, Municipal Bonds, Equities, Taxable Fixed Income, Securities, Finance, Trading, Investment Strategies, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Behavioral Finance
DePaul University 2006 — 2010
Bachelor of Science (B.S.), Finance
Daniel Marchand Daniel Marchand's Nuveen Investments Experience August 2012 - Present
Job Senior VicePresident & Regional Leader, Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2012 - Present
Innovente 2012 - Present
The Canadian Renewable Energy Fund December 2010 - July 2012
Pfiffner Management Inc October 2010 - July 2012
Lazard February 2004 - November 2010
Synergy Asset Management June 2003 - January 2004
RBC Asset Management March 1997 - July 2003
Skills
Fixed Income, Alternative Investments, Mutual Funds, Hedge Funds, Capital Markets, Finance, Securities, Investment Strategies, Investment Management, Asset Allocation, Financial Advisory, Financial Modeling, Due Diligence, Corporate Finance, Financial Markets, Investment Advisory, Wealth Management, Derivatives, Valuation, Credit, Investment Banking
Education
Canadian Securities Institute 1995 — 1995
PDO, CSC, Securities
Concordia 1990 — 1993
BA, Economics
Nuveen Investments August 2012 - Present
Innovente 2012 - Present
The Canadian Renewable Energy Fund December 2010 - July 2012
Pfiffner Management Inc October 2010 - July 2012
Lazard February 2004 - November 2010
Synergy Asset Management June 2003 - January 2004
RBC Asset Management March 1997 - July 2003
Skills
Fixed Income, Alternative Investments, Mutual Funds, Hedge Funds, Capital Markets, Finance, Securities, Investment Strategies, Investment Management, Asset Allocation, Financial Advisory, Financial Modeling, Due Diligence, Corporate Finance, Financial Markets, Investment Advisory, Wealth Management, Derivatives, Valuation, Credit, Investment Banking
Education
Canadian Securities Institute 1995 — 1995
PDO, CSC, Securities
Concordia 1990 — 1993
BA, Economics
Anthony Stripling Anthony Stripling's Nuveen Investments Experience February 2007 - January 2009
Job Advisor Representative at Wharton Business Group, LLC
Industry Investment Management
Experience
Wharton Business Group, LLC December 2012 - Present
Morgan Stanley Smith Barney September 2010 - March 2012
Nuveen Investments February 2007 - January 2009
Fidelity Investments February 2005 - June 2006
Schwab Institutional May 1991 - February 2005
Skills
Investments, Portfolio Management, Financial Services, Financial Advisory, Series 7, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Managment, Retirement Planning, Strategic Financial..., Investment Advisory, Financial Planners, Planned Giving, Equities, Securities, Relationship Management, Asset Management, Financial Planning, Investment Management, Investment Strategies, Finance
Education
Colorado State University 1982 — 1986
Bachelor of Science, Administrative Office Management
Wharton Business Group, LLC December 2012 - Present
Morgan Stanley Smith Barney September 2010 - March 2012
Nuveen Investments February 2007 - January 2009
Fidelity Investments February 2005 - June 2006
Schwab Institutional May 1991 - February 2005
Skills
Investments, Portfolio Management, Financial Services, Financial Advisory, Series 7, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Managment, Retirement Planning, Strategic Financial..., Investment Advisory, Financial Planners, Planned Giving, Equities, Securities, Relationship Management, Asset Management, Financial Planning, Investment Management, Investment Strategies, Finance
Education
Colorado State University 1982 — 1986
Bachelor of Science, Administrative Office Management
Scott Bradshaw's Nuveen Investments Experience 1986 - 1988
Job Senior Director IT Operations
Industry Financial Services
Experience
Capital One 2013 - Present
HSBC 2001 - 2013
CA Technologies 1995 - 2001
Hu-Friedy Mfg. Co., LLC 1988 - 1995
Nuveen Investments 1986 - 1988
Skills
IT Strategy, Vendor Management, IT Operations, SDLC, IT Management, Business Analysis, Enterprise Architecture, Integration, ITIL, Risk Management, Banking, Management, Process Improvement, Agile Methodologies, Outsourcing, SQL, Disaster Recovery, Enterprise Software, Infrastructure, Requirements Analysis, SaaS, PaaS, Storage Virtualization, Computer Network...
Education
DeVry University
Bachelor’s Degree
Northeastern Illinois University
Capital One 2013 - Present
HSBC 2001 - 2013
CA Technologies 1995 - 2001
Hu-Friedy Mfg. Co., LLC 1988 - 1995
Nuveen Investments 1986 - 1988
Skills
IT Strategy, Vendor Management, IT Operations, SDLC, IT Management, Business Analysis, Enterprise Architecture, Integration, ITIL, Risk Management, Banking, Management, Process Improvement, Agile Methodologies, Outsourcing, SQL, Disaster Recovery, Enterprise Software, Infrastructure, Requirements Analysis, SaaS, PaaS, Storage Virtualization, Computer Network...
Education
DeVry University
Bachelor’s Degree
Northeastern Illinois University
Christopher F. Jessen Christopher F. Jessen's Nuveen Investments Experience May 2010 - February 2012
Job Senior Finance Manager Strategic Sourcing/Procurement at Groupon
Industry Financial Services
Experience
Groupon February 2013 - Present
Groupon August 2012 - January 2013
Groupon February 2012 - July 2012
Nuveen Investments May 2010 - February 2012
Nuveen Investments September 2008 - April 2010
Nuveen Investments March 2006 - August 2008
Nuveen Investments June 2004 - February 2006
Skills
Investments, Strategy, Analytics, Mergers & Acquisitions, Leadership, Financial Risk, Portfolio Management, Trading, Derivatives, Asset Management, Fixed Income, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA
Denison University 2000 — 2004
BA, Economics, Studio Art
Groupon February 2013 - Present
Groupon August 2012 - January 2013
Groupon February 2012 - July 2012
Nuveen Investments May 2010 - February 2012
Nuveen Investments September 2008 - April 2010
Nuveen Investments March 2006 - August 2008
Nuveen Investments June 2004 - February 2006
Skills
Investments, Strategy, Analytics, Mergers & Acquisitions, Leadership, Financial Risk, Portfolio Management, Trading, Derivatives, Asset Management, Fixed Income, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA
Denison University 2000 — 2004
BA, Economics, Studio Art
Amar Patel Amar Patel's Nuveen Investments Experience October 2012 - December 2013
Job Sales & Trading Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2015 - Present
Big Shoulders Fund September 2013 - Present
Group One Trading, LP August 2014 - March 2015
UBS Global Asset Management June 2014 - August 2014
Group One Trading, LP March 2014 - June 2014
EY January 2014 - March 2014
Nuveen Investments October 2012 - December 2013
Nuveen Investments June 2013 - August 2013
WestLake Financial Group, Inc. May 2012 - August 2012
Skills
Timely Decision Making, Communication, Trading, Derivatives, Corporate Finance, Accounting, Economics, Sales, Financial Audits, Financial Reporting, Bloomberg Terminal, Morningstar Direct, Bloomberg, Risk Management, Financial Modeling, Investments, Equities, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Harvard Business School 2014 — 2014
(Study Areas: Analytical Finance, Leadership, Brand Management, Organizational Behavior)
DePaul University
Major (Honors): Economics & Finance, Minor: Accounting
BMO Capital Markets July 2015 - Present
Big Shoulders Fund September 2013 - Present
Group One Trading, LP August 2014 - March 2015
UBS Global Asset Management June 2014 - August 2014
Group One Trading, LP March 2014 - June 2014
EY January 2014 - March 2014
Nuveen Investments October 2012 - December 2013
Nuveen Investments June 2013 - August 2013
WestLake Financial Group, Inc. May 2012 - August 2012
Skills
Timely Decision Making, Communication, Trading, Derivatives, Corporate Finance, Accounting, Economics, Sales, Financial Audits, Financial Reporting, Bloomberg Terminal, Morningstar Direct, Bloomberg, Risk Management, Financial Modeling, Investments, Equities, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Harvard Business School 2014 — 2014
(Study Areas: Analytical Finance, Leadership, Brand Management, Organizational Behavior)
DePaul University
Major (Honors): Economics & Finance, Minor: Accounting
DOMINICK JORDAN DOMINICK JORDAN's Nuveen Investments Experience July 2014 - August 2014
Job Intern at Latham & Watkins
Industry
Experience
Latham & Watkins July 2015 - August 2015
Nuveen Investments July 2014 - August 2014
Simply Fashion Stores, Ltd. January 2014 - May 2014
General Growth Properties July 2013 - August 2013
After School Matters October 2010 - May 2011
Skills
Office Administration, Microsoft Office, Youth Leadership, Microsoft Excel, Microsoft Word, Organization, Social Skills, Team Leadership, Awareness, Coordination, Cooking, Team Building, Acting, Improvisation, Team Involvement, Basketball, Talk Show, Passion for Helping..., Mentoring, Youth Mentoring, Marketing, Marketing Strategy
Education
City Colleges of Chicago-Kennedy-King College 2014 — 2016
Culinary Arts
Hyde Park High School 2010 — 2014
High School diploma, General Studies
University of Chicago 2010 — 2010
Chemisry
Latham & Watkins July 2015 - August 2015
Nuveen Investments July 2014 - August 2014
Simply Fashion Stores, Ltd. January 2014 - May 2014
General Growth Properties July 2013 - August 2013
After School Matters October 2010 - May 2011
Skills
Office Administration, Microsoft Office, Youth Leadership, Microsoft Excel, Microsoft Word, Organization, Social Skills, Team Leadership, Awareness, Coordination, Cooking, Team Building, Acting, Improvisation, Team Involvement, Basketball, Talk Show, Passion for Helping..., Mentoring, Youth Mentoring, Marketing, Marketing Strategy
Education
City Colleges of Chicago-Kennedy-King College 2014 — 2016
Culinary Arts
Hyde Park High School 2010 — 2014
High School diploma, General Studies
University of Chicago 2010 — 2010
Chemisry
Tamara Seaver Tamara Seaver's Nuveen Investments Experience October 2011 - Present
Job Assistant Vice President, eMarketing Manager, Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 2011 - Present
Nuveen Investments April 2010 - October 2011
Advanced Objects, Inc. September 2007 - April 2010
Skills
Product Marketing, Digital Marketing, Marketing, Strategic Planning, Financial Services, Investment Management, Project Management, Asset Management, Series 7, Marketing Communications, Marketing Strategy, CRM, Financial Markets, Product Management, Investments
Education
DePaul University 2003 — 2007
Bachelor of Science, Management
Jagiellonian University 2005 — 2005
Study Abroad, School of Polish Language and Culture
Nuveen Investments October 2011 - Present
Nuveen Investments April 2010 - October 2011
Advanced Objects, Inc. September 2007 - April 2010
Skills
Product Marketing, Digital Marketing, Marketing, Strategic Planning, Financial Services, Investment Management, Project Management, Asset Management, Series 7, Marketing Communications, Marketing Strategy, CRM, Financial Markets, Product Management, Investments
Education
DePaul University 2003 — 2007
Bachelor of Science, Management
Jagiellonian University 2005 — 2005
Study Abroad, School of Polish Language and Culture
Deborah Chin Deborah Chin's Nuveen Investments Experience September 1998 - April 1999
Job UX / Visual Designer
Industry Design
Experience
Williams-Sonoma, Inc. June 2008 - Present
Freelance Creative Services January 2005 - Present
Name Brand Products January 2005 - Present
Burberry April 2013 - April 2014
SEPHORA February 2003 - April 2006
TBWA\Chiat\Day June 2002 - December 2002
San Francisco Museum of Modern Art November 2000 - June 2002
P3M Advertising May 1999 - July 2000
Nuveen Investments September 1998 - April 1999
Pacific Ties Magazine September 1996 - June 1998
Skills
Illustrator, InDesign, Photoshop, Retail, Apparel, Copywriting, WordPress, Creative Direction, Layout, Marketing, Art, Advertising, Adobe Creative Suite, Graphic Design, Typography
Education
University of California, Los Angeles 1996 — 1998
Bachelor of Arts (B.A.)
San Francisco State University 2014 — 2014
General Assembly 2013 — 2014
Academy X Computer Training 2011 — 2012
Miami Ad School 2000 — 2002
De Anza College 1994 — 1996
Leland High School 1991 — 1994
Williams-Sonoma, Inc. June 2008 - Present
Freelance Creative Services January 2005 - Present
Name Brand Products January 2005 - Present
Burberry April 2013 - April 2014
SEPHORA February 2003 - April 2006
TBWA\Chiat\Day June 2002 - December 2002
San Francisco Museum of Modern Art November 2000 - June 2002
P3M Advertising May 1999 - July 2000
Nuveen Investments September 1998 - April 1999
Pacific Ties Magazine September 1996 - June 1998
Skills
Illustrator, InDesign, Photoshop, Retail, Apparel, Copywriting, WordPress, Creative Direction, Layout, Marketing, Art, Advertising, Adobe Creative Suite, Graphic Design, Typography
Education
University of California, Los Angeles 1996 — 1998
Bachelor of Arts (B.A.)
San Francisco State University 2014 — 2014
General Assembly 2013 — 2014
Academy X Computer Training 2011 — 2012
Miami Ad School 2000 — 2002
De Anza College 1994 — 1996
Leland High School 1991 — 1994
Victoria Fisher's Nuveen Investments Experience October 2006 - Present
Job AVP, Senior Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 2006 - Present
Skills
Separately Managed..., Closed-end Funds, SMA, Series 7, Series 65, Mutual Funds, ETFs
Education
DePaul University 2006 — 2008
MBA, Finance & Sales Leadership
Illinois State University 1997 — 2001
BS, Business Administration
Nuveen Investments October 2006 - Present
Skills
Separately Managed..., Closed-end Funds, SMA, Series 7, Series 65, Mutual Funds, ETFs
Education
DePaul University 2006 — 2008
MBA, Finance & Sales Leadership
Illinois State University 1997 — 2001
BS, Business Administration
Aaron Azua Aaron Azua's Nuveen Investments Experience March 2015 - Present
Job Senior Accountant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2015 - Present
Skills
Financial Analysis, GAAP, Accounting, Financial Reporting, Account Reconciliation, Variance Analysis, Financial Accounting, Microsoft Excel, Budgets, Outlook, Process Improvement, Microsoft Word, Microsoft Office
Education
DePaul University 2006 — 2011
Bachelor of Science, Accounting
Aurora Central Catholic High School 2002 — 2006
High School Diploma
Nuveen Investments March 2015 - Present
Skills
Financial Analysis, GAAP, Accounting, Financial Reporting, Account Reconciliation, Variance Analysis, Financial Accounting, Microsoft Excel, Budgets, Outlook, Process Improvement, Microsoft Word, Microsoft Office
Education
DePaul University 2006 — 2011
Bachelor of Science, Accounting
Aurora Central Catholic High School 2002 — 2006
High School Diploma
Katherine Stephans's Nuveen Investments Experience June 2010 - August 2010
Job Partnerships and Communications Manager at Library For All
Industry E-Learning
Experience
Library For All April 2015 - Present
PIMCO September 2013 - April 2015
Bloomberg Government June 2012 - June 2013
Morgan Stanley Wealth Management June 2011 - September 2011
The Cutler Group January 2011 - July 2011
Nuveen Investments June 2010 - August 2010
Skills
Market Research, Market Analysis, Competitive Analysis, Social Media, Marketing Strategy, Marketing Communications, Analytics, Qualitative Research, Public Relations, International Relations, Marketing, Research, Blogging, Event Planning, Press Releases
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
London School of Economics and Political Science 2011 — 2012
International Affairs
Choate Rosemary Hall 2005 — 2009
High School
Library For All April 2015 - Present
PIMCO September 2013 - April 2015
Bloomberg Government June 2012 - June 2013
Morgan Stanley Wealth Management June 2011 - September 2011
The Cutler Group January 2011 - July 2011
Nuveen Investments June 2010 - August 2010
Skills
Market Research, Market Analysis, Competitive Analysis, Social Media, Marketing Strategy, Marketing Communications, Analytics, Qualitative Research, Public Relations, International Relations, Marketing, Research, Blogging, Event Planning, Press Releases
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
London School of Economics and Political Science 2011 — 2012
International Affairs
Choate Rosemary Hall 2005 — 2009
High School
Tony Saba Tony Saba's Nuveen Investments Experience 1999 - 2002
Job Internal Sales Consultant Supervisor at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. July 2007 - Present
Claymore Securities January 2002 - July 2007
Nuveen Investments 1999 - 2002
Skills
Series 7, Mutual Funds, Series 63, Investments, Alternative Investments, Asset Allocation, Wealth Management, Asset Management, Securities, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, Marketing, Management, & Entrepreneurship
University of St. Thomas 1993 — 1996
Bachelor of Arts, Financial Management
Advisors Asset Management, Inc. July 2007 - Present
Claymore Securities January 2002 - July 2007
Nuveen Investments 1999 - 2002
Skills
Series 7, Mutual Funds, Series 63, Investments, Alternative Investments, Asset Allocation, Wealth Management, Asset Management, Securities, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, Marketing, Management, & Entrepreneurship
University of St. Thomas 1993 — 1996
Bachelor of Arts, Financial Management
Eric Limas Eric Limas's Nuveen Investments Experience August 2015 - Present
Job Client Reporting Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2015 - Present
PIMCO September 2014 - May 2015
99 Options LLC August 2007 - July 2014
MiCat Brokerage LLC July 2013 - August 2013
Signature Resources May 2013 - July 2013
Tradeforecaster/Dowd Wescott Group August 2009 - August 2011
Skills
Financial Reporting, Quickbooks, Market Research, Computer Repair, Social Networking, Market Analysis, Life Insurance, Computer Maintenance, Server Management, Customer Service, Investments, Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Teamwork, Social Media, Time Management
Education
DePaul University 2009 — 2013
Bachelor of Science, Economics
Adlai E. Stevenson High School 2002 — 2006
High School Diploma
Nuveen Investments August 2015 - Present
PIMCO September 2014 - May 2015
99 Options LLC August 2007 - July 2014
MiCat Brokerage LLC July 2013 - August 2013
Signature Resources May 2013 - July 2013
Tradeforecaster/Dowd Wescott Group August 2009 - August 2011
Skills
Financial Reporting, Quickbooks, Market Research, Computer Repair, Social Networking, Market Analysis, Life Insurance, Computer Maintenance, Server Management, Customer Service, Investments, Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Teamwork, Social Media, Time Management
Education
DePaul University 2009 — 2013
Bachelor of Science, Economics
Adlai E. Stevenson High School 2002 — 2006
High School Diploma
Jessica Began's Nuveen Investments Experience June 2014 - Present
Job Product Development Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2014 - Present
RockBridge Capital May 2012 - June 2014
Delta Delta Delta March 2011 - May 2012
Denison University August 2008 - May 2012
Polycase, Inc. June 2011 - August 2011
Babin Kitchen & Bath May 2011 - August 2011
Skills
Data Analysis, Leadership Development, Economics, Time Management, Analysis, Budgets, Finance, Microsoft Office, Business Strategy, Social Media Marketing, Microsoft Excel, Management, Due Diligence, Forecasting, Public Speaking
Education
Denison University 2008 — 2012
Bachelor of Arts (BA)
Danish Institute for Study Abroad (DIS), Copenhagen DK 2010 — 2011
Avon Lake High School
Nuveen Investments June 2014 - Present
RockBridge Capital May 2012 - June 2014
Delta Delta Delta March 2011 - May 2012
Denison University August 2008 - May 2012
Polycase, Inc. June 2011 - August 2011
Babin Kitchen & Bath May 2011 - August 2011
Skills
Data Analysis, Leadership Development, Economics, Time Management, Analysis, Budgets, Finance, Microsoft Office, Business Strategy, Social Media Marketing, Microsoft Excel, Management, Due Diligence, Forecasting, Public Speaking
Education
Denison University 2008 — 2012
Bachelor of Arts (BA)
Danish Institute for Study Abroad (DIS), Copenhagen DK 2010 — 2011
Avon Lake High School
Jeremy DeWeerdt Jeremy DeWeerdt's Nuveen Investments Experience February 2014 - Present
Job Trading Liaison
Industry Financial Services
Experience
Nuveen Investments February 2014 - Present
Future Young Professionals May 2012 - May 2013
RSK Grading May 2011 - August 2011
Louies Chophouse August 2007 - August 2011
Skills
Communication, Leadership Roles, PC and iOS software's, Microsoft Office, Creative Problem Solving, Adaptation, Leadership, Risk Management, Accounting, Portfolio Management, Investments
Education
Clarke College 2009 — 2013
Bachelor of Art's in Business Administration (B.A.), Finance, Management General
Nuveen Investments February 2014 - Present
Future Young Professionals May 2012 - May 2013
RSK Grading May 2011 - August 2011
Louies Chophouse August 2007 - August 2011
Skills
Communication, Leadership Roles, PC and iOS software's, Microsoft Office, Creative Problem Solving, Adaptation, Leadership, Risk Management, Accounting, Portfolio Management, Investments
Education
Clarke College 2009 — 2013
Bachelor of Art's in Business Administration (B.A.), Finance, Management General
Vinod Dasaratha, CFA Vinod Dasaratha, CFA's Nuveen Investments Experience February 2015 - Present
Job Global Equity Analyst, Energy and Utilities
Industry Financial Services
Experience
Nuveen Investments February 2015 - Present
AGF Management Limited August 2012 - February 2015
Roosevelt Investments January 2012 - August 2012
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management February 2006 - November 2008
Markston International August 2004 - February 2006
Salmon Smith Barney January 2002 - May 2002
Skills
Equities, Valuation, Portfolio Management, Asset Management, Investment Management, Emerging Markets, Alternative Investments, Equity Research, Asset Allocation, Derivatives, Investments, Capital Markets, Bloomberg, Fixed Income, Asset Managment, Series 7, Hedge Funds, Financial Modeling
Education
Columbia Engineering 2000 — 2002
MS, Mechanical Engineering
University of Mysore 1994 — 1998
Bachelor of Engineering (BE), Mechanical Engineering; India Mechanical Engineering
Nuveen Investments February 2015 - Present
AGF Management Limited August 2012 - February 2015
Roosevelt Investments January 2012 - August 2012
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management February 2006 - November 2008
Markston International August 2004 - February 2006
Salmon Smith Barney January 2002 - May 2002
Skills
Equities, Valuation, Portfolio Management, Asset Management, Investment Management, Emerging Markets, Alternative Investments, Equity Research, Asset Allocation, Derivatives, Investments, Capital Markets, Bloomberg, Fixed Income, Asset Managment, Series 7, Hedge Funds, Financial Modeling
Education
Columbia Engineering 2000 — 2002
MS, Mechanical Engineering
University of Mysore 1994 — 1998
Bachelor of Engineering (BE), Mechanical Engineering; India Mechanical Engineering
Olga Gurevich Olga Gurevich's Nuveen Investments Experience April 2008 - June 2011
Job Examiner at Federal Reserve Bank of Chicago
Industry Financial Services
Experience
Federal Reserve Bank of Chicago June 2011 - Present
Nuveen Investments April 2008 - June 2011
Abercrombie and Fitch January 2007 - January 2008
DePaul University March 2005 - June 2006
Skills
Financial Reporting, Analysis, Reconciliation, Excel, Word, PowerPoint, Microsoft Office, Financial Analysis, Economics, Credit, Documentation, Compliance, Data Analysis, Customer Service, Risk Analysis, Banking, Risk Management, Financial Risk, Loans, Finance, Credit Risk, Credit Analysis, Management, Mutual Funds, Securities
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
DePaul University 2003 — 2006
B.S., Economics
Federal Reserve Bank of Chicago June 2011 - Present
Nuveen Investments April 2008 - June 2011
Abercrombie and Fitch January 2007 - January 2008
DePaul University March 2005 - June 2006
Skills
Financial Reporting, Analysis, Reconciliation, Excel, Word, PowerPoint, Microsoft Office, Financial Analysis, Economics, Credit, Documentation, Compliance, Data Analysis, Customer Service, Risk Analysis, Banking, Risk Management, Financial Risk, Loans, Finance, Credit Risk, Credit Analysis, Management, Mutual Funds, Securities
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
DePaul University 2003 — 2006
B.S., Economics
Yvonne Moore Yvonne Moore's Nuveen Investments Experience February 2012 - Present
Job Payroll Analyst at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments February 2012 - Present
Gateway Foundation September 2009 - February 2012
Grubb and Ellis December 2006 - November 2008
Education
Kaplan University 2011 — 2013
Bachelor's Degree, Business Administration
Columbia College Chicago 1984 — 1986
Journalism/Writing English
Kaplan University
Bachelor of Business Administration (B.B.A.), Business Administration/Management
Nuveen Investments February 2012 - Present
Gateway Foundation September 2009 - February 2012
Grubb and Ellis December 2006 - November 2008
Education
Kaplan University 2011 — 2013
Bachelor's Degree, Business Administration
Columbia College Chicago 1984 — 1986
Journalism/Writing English
Kaplan University
Bachelor of Business Administration (B.B.A.), Business Administration/Management
Jessy Sanchez Jessy Sanchez's Nuveen Investments Experience April 2012 - Present
Job VMO at Nuveen Investments
Industry Hospitality
Experience
Nuveen Investments April 2012 - Present
Bistro 18o December 2013 - Present
Vi, formerly known as Classic Residence by Hyatt September 2007 - January 2012
Vi, formerly known as Classic Residence by Hyatt April 2003 - June 2007
Vi, formerly known as Classic Residence by Hyatt August 2001 - April 2003
3Com February 1997 - March 2000
Skills
JD Edwards, Project Management, Purchasing, Microsoft Office 2007, SharePoint, Vendor Management, Training, Budgets, Management, Access, Microsoft Excel, Troubleshooting, Financial Reporting, Networking, Microsoft Office, Finance, Sales, Negotiation, Invoicing
Education
Robert Morris University - Illinois 1994 — 1996
City Colleges of Chicago-Richard J Daley College
Nuveen Investments April 2012 - Present
Bistro 18o December 2013 - Present
Vi, formerly known as Classic Residence by Hyatt September 2007 - January 2012
Vi, formerly known as Classic Residence by Hyatt April 2003 - June 2007
Vi, formerly known as Classic Residence by Hyatt August 2001 - April 2003
3Com February 1997 - March 2000
Skills
JD Edwards, Project Management, Purchasing, Microsoft Office 2007, SharePoint, Vendor Management, Training, Budgets, Management, Access, Microsoft Excel, Troubleshooting, Financial Reporting, Networking, Microsoft Office, Finance, Sales, Negotiation, Invoicing
Education
Robert Morris University - Illinois 1994 — 1996
City Colleges of Chicago-Richard J Daley College
Ted Lamson Ted Lamson's Nuveen Investments Experience October 2009 - January 2013
Job Client Service and Sales Representative at Santa Barbara Asset Management
Industry Financial Services
Experience
Santa Barbara Asset Management January 2013 - Present
Nuveen Investments October 2009 - January 2013
Nuveen Investments June 2007 - October 2009
Skills
Separately Managed..., Managed Accounts, Series 65, Asset Management
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2017
Master of Business Administration (M.B.A.)
Dickinson College 2002 — 2006
BA
Santa Barbara Asset Management January 2013 - Present
Nuveen Investments October 2009 - January 2013
Nuveen Investments June 2007 - October 2009
Skills
Separately Managed..., Managed Accounts, Series 65, Asset Management
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2017
Master of Business Administration (M.B.A.)
Dickinson College 2002 — 2006
BA
Elizabeth Grubbs Elizabeth Grubbs's Nuveen Investments Experience April 2013 - Present
Job Marketing Associate, Nuveen Investments
Industry Marketing and Advertising
Experience
Nuveen Investments April 2013 - Present
Acquity Group March 2012 - January 2013
FleetMatics December 2009 - October 2011
FleetMatics December 2007 - December 2009
FleetMatics December 2006 - December 2008
Skills
Lead Generation, Salesforce.com, Account Management, B2B, Marketing, Sales, Email Marketing, Digital Marketing, Marketing Strategy, New Business Development, Social Media Marketing, Social Media, Sales Process, CRM, Online Advertising, Integrated Marketing, Management, Strategy
Education
Clemson University 2002 — 2006
Bachelor of Arts, Communications
Nuveen Investments April 2013 - Present
Acquity Group March 2012 - January 2013
FleetMatics December 2009 - October 2011
FleetMatics December 2007 - December 2009
FleetMatics December 2006 - December 2008
Skills
Lead Generation, Salesforce.com, Account Management, B2B, Marketing, Sales, Email Marketing, Digital Marketing, Marketing Strategy, New Business Development, Social Media Marketing, Social Media, Sales Process, CRM, Online Advertising, Integrated Marketing, Management, Strategy
Education
Clemson University 2002 — 2006
Bachelor of Arts, Communications
Donna Noble Donna Noble's Nuveen Investments Experience October 2009 - June 2012
Job Compliance Manager at GTCR / Realtor at @properties
Industry Financial Services
Experience
GTCR (Private Equity) March 2013 - Present
@properties March 2004 - Present
Scout Investments June 2012 - March 2013
Nuveen Investments October 2009 - June 2012
Lotsoff Capital Management September 2004 - October 2007
Goldman Sachs April 2001 - September 2004
Bank One and First Chicago NBD (these entities merger in 1999) April 1997 - March 2001
Smith Barney and Prudential Securities February 1995 - March 1997
Melvin Cohen & Associates October 1988 - February 1995
Education
Northwestern University
B.S., English
Illinois Institute of Technology, Center for Law and Financial Markets
M.S., Financial Markets
DePaul University College of Law
GTCR (Private Equity) March 2013 - Present
@properties March 2004 - Present
Scout Investments June 2012 - March 2013
Nuveen Investments October 2009 - June 2012
Lotsoff Capital Management September 2004 - October 2007
Goldman Sachs April 2001 - September 2004
Bank One and First Chicago NBD (these entities merger in 1999) April 1997 - March 2001
Smith Barney and Prudential Securities February 1995 - March 1997
Melvin Cohen & Associates October 1988 - February 1995
Education
Northwestern University
B.S., English
Illinois Institute of Technology, Center for Law and Financial Markets
M.S., Financial Markets
DePaul University College of Law
Seth Dunlap Seth Dunlap's Nuveen Investments Experience July 2006 - April 2010
Job Regional Director at Baron Capital
Industry Financial Services
Experience
Baron Capital October 2012 - Present
MainStay Investments April 2010 - October 2012
Nuveen Investments July 2006 - April 2010
LaSalle Financial Services, ABN AMRO August 2004 - July 2006
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Asset Managment, Series 65, Investments, Alternative Investments, Fixed Income, ETFs, Wealth Management, Relationship Management, Securities, Investment Advisory, Asset Management, Financial Services, Uniform Combined State...
Education
DePauw University 1997 — 2001
Bachelor of Arts (B.A.), Sociology and Anthropology
Terre Haute South Vigo 1993 — 1997
Baron Capital October 2012 - Present
MainStay Investments April 2010 - October 2012
Nuveen Investments July 2006 - April 2010
LaSalle Financial Services, ABN AMRO August 2004 - July 2006
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Asset Managment, Series 65, Investments, Alternative Investments, Fixed Income, ETFs, Wealth Management, Relationship Management, Securities, Investment Advisory, Asset Management, Financial Services, Uniform Combined State...
Education
DePauw University 1997 — 2001
Bachelor of Arts (B.A.), Sociology and Anthropology
Terre Haute South Vigo 1993 — 1997
Veneia Michelle Dunbar's Nuveen Investments Experience August 2010 - Present
Job Assistant Vice PresidentPayroll Manager at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments August 2010 - Present
Gateway Foundation 2009 - August 2010
Schawk, Inc. March 2007 - May 2009
Gateway Foundation 1998 - 2007
Moody Bible Institute 1994 - 1998
State Farm Insurance 1990 - 1990
Skills
Financial Reporting, Accounting, HRIS-Ultimate Software, Financial Analysis, Microsoft Office, Project Management, Internal Controls, PeopleSoft, Payroll, Auditing, General Ledger, Analysis, Finance
Education
DePaul University 2015 — 2019
Master of Science (MS), Business Information Systems
University of Illinois at Urbana-Champaign - College of Business 1988 — 1993
BS, Accountancy
Whitney M. Young Magnet 1984 — 1988
HS Diploma
Adam Clayton Powell Elementary School 1982 — 1984
Diploma
Nuveen Investments August 2010 - Present
Gateway Foundation 2009 - August 2010
Schawk, Inc. March 2007 - May 2009
Gateway Foundation 1998 - 2007
Moody Bible Institute 1994 - 1998
State Farm Insurance 1990 - 1990
Skills
Financial Reporting, Accounting, HRIS-Ultimate Software, Financial Analysis, Microsoft Office, Project Management, Internal Controls, PeopleSoft, Payroll, Auditing, General Ledger, Analysis, Finance
Education
DePaul University 2015 — 2019
Master of Science (MS), Business Information Systems
University of Illinois at Urbana-Champaign - College of Business 1988 — 1993
BS, Accountancy
Whitney M. Young Magnet 1984 — 1988
HS Diploma
Adam Clayton Powell Elementary School 1982 — 1984
Diploma
Josh Jansky Josh Jansky's Nuveen Investments Experience May 2011 - April 2013
Job Business Development Manager at Rizza Buick GMC Cadillac
Industry Automotive
Experience
Joe Rizza Cars July 2014 - Present
Mike Haggerty Volkswagen, Buick and GMC April 2013 - July 2014
Nuveen Investments May 2011 - April 2013
Maes Studio May 2010 - April 2011
Columbia College Chicago August 2008 - July 2010
Skills
Windows 7, Microsoft SQL Server, Photography, CRM, Sales, OS X, Relational Databases, Macintosh Applications, Trading, Mutual Funds, Access, Mac OS, Database Administration, CRM System SalesPage,..., Microsoft suites, Cobalt, AutoAlert, HigherGear, VinSolutions, ADP, Reynolds and Reynolds
Education
Columbia College Chicago 2006 — 2010
Bachelor's of Arts, Photography
Lyons Township High School 2002 — 2006
General
Joe Rizza Cars July 2014 - Present
Mike Haggerty Volkswagen, Buick and GMC April 2013 - July 2014
Nuveen Investments May 2011 - April 2013
Maes Studio May 2010 - April 2011
Columbia College Chicago August 2008 - July 2010
Skills
Windows 7, Microsoft SQL Server, Photography, CRM, Sales, OS X, Relational Databases, Macintosh Applications, Trading, Mutual Funds, Access, Mac OS, Database Administration, CRM System SalesPage,..., Microsoft suites, Cobalt, AutoAlert, HigherGear, VinSolutions, ADP, Reynolds and Reynolds
Education
Columbia College Chicago 2006 — 2010
Bachelor's of Arts, Photography
Lyons Township High School 2002 — 2006
General
Alaina Lawson's Nuveen Investments Experience April 2012 - Present
Job
Industry Investment Management
Experience
Nuveen Investments April 2012 - Present
Ronin Capital April 2009 - February 2012
Citadel Solutions April 2008 - March 2009
Citadel Investment Group May 2006 - April 2008
General Employee 1999 - 2007
Fremont Investment & Loan February 2004 - April 2006
Columbia College Chicago 2003 - 2004
August, Bishop & Meier Inc February 2000 - October 2003
Skills
Excel, PowerPoint, Computer Literate, Adobe Acrobat, Visio, Quickbooks, Word, Microsoft Office, Mac OS, Outlook, Windows, MS Project, Internet Explorer, English, Research, Scheduling, Administration, Administrative Support, Spreadsheets, Telephone Skills, Typing, Photography, Final Cut Pro, Mac, Access, Accounting, Legal Services, Notary Public, Software Project..., Team Leadership, Business Travel, Presentation Development, Website Administration, System Administration, Microsoft Word, Microsoft Excel, Management, Equities, Fixed Income, Asset Management, Investments
Education
Columbia College Chicago 2003 — 2004
Masters - Classes, Management, 4.0
Denison University 1995 — 1999
BA & BFA
McDonogh 1991 — 1995
Nuveen Investments April 2012 - Present
Ronin Capital April 2009 - February 2012
Citadel Solutions April 2008 - March 2009
Citadel Investment Group May 2006 - April 2008
General Employee 1999 - 2007
Fremont Investment & Loan February 2004 - April 2006
Columbia College Chicago 2003 - 2004
August, Bishop & Meier Inc February 2000 - October 2003
Skills
Excel, PowerPoint, Computer Literate, Adobe Acrobat, Visio, Quickbooks, Word, Microsoft Office, Mac OS, Outlook, Windows, MS Project, Internet Explorer, English, Research, Scheduling, Administration, Administrative Support, Spreadsheets, Telephone Skills, Typing, Photography, Final Cut Pro, Mac, Access, Accounting, Legal Services, Notary Public, Software Project..., Team Leadership, Business Travel, Presentation Development, Website Administration, System Administration, Microsoft Word, Microsoft Excel, Management, Equities, Fixed Income, Asset Management, Investments
Education
Columbia College Chicago 2003 — 2004
Masters - Classes, Management, 4.0
Denison University 1995 — 1999
BA & BFA
McDonogh 1991 — 1995
Catherine Hasbrouck's Nuveen Investments Experience March 2014 - November 2014
Job Consultant, Enterprise AML Data Governance
Industry Information Technology and Services
Experience
BMO Harris Bank December 2014 - Present
Nuveen Investments March 2014 - November 2014
Northern Trust April 2011 - March 2014
US Foodservice June 2010 - March 2011
Chicago Board Options Exchange December 2005 - December 2010
TAP Pharmaceuticals February 2001 - December 2005
Chicago Board Options Exchange August 1999 - September 2000
Rockwell Electronic Commerce December 1997 - August 1999
Siemens Building Technologies October 1995 - December 1997
Skills
ETL, Data Warehousing, Oracle, Data Modeling, Business Analysis, Data Migration, PL/SQL, Erwin, Data Marts, Performance Tuning, Dimensional Modeling, Oracle Data Warehouse, Data Governance, AML, Data Lineage, Data Analysis, Data Quality
Education
DePaul University 1999 — 2001
MS, Information Systems
Illinois State University 1984 — 1988
BS, Economics
BMO Harris Bank December 2014 - Present
Nuveen Investments March 2014 - November 2014
Northern Trust April 2011 - March 2014
US Foodservice June 2010 - March 2011
Chicago Board Options Exchange December 2005 - December 2010
TAP Pharmaceuticals February 2001 - December 2005
Chicago Board Options Exchange August 1999 - September 2000
Rockwell Electronic Commerce December 1997 - August 1999
Siemens Building Technologies October 1995 - December 1997
Skills
ETL, Data Warehousing, Oracle, Data Modeling, Business Analysis, Data Migration, PL/SQL, Erwin, Data Marts, Performance Tuning, Dimensional Modeling, Oracle Data Warehouse, Data Governance, AML, Data Lineage, Data Analysis, Data Quality
Education
DePaul University 1999 — 2001
MS, Information Systems
Illinois State University 1984 — 1988
BS, Economics
Bill Coumas, CFP®'s Nuveen Investments Experience July 2006 - December 2013
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock December 2013 - Present
Nuveen Investments July 2006 - December 2013
Ibbotson Associates August 2004 - July 2006
Cedar Hill Wealth Management January 2002 - August 2004
Skills
Investment Strategies, Hedge Funds, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Wealth Management, Financial Advisory, Investment Advisory, Due Diligence, Securities, Series 7, Asset Management, Investment Management, Alternative Investments, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
Miami University 1992 — 1996
B.S., Accounting
BlackRock December 2013 - Present
Nuveen Investments July 2006 - December 2013
Ibbotson Associates August 2004 - July 2006
Cedar Hill Wealth Management January 2002 - August 2004
Skills
Investment Strategies, Hedge Funds, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Wealth Management, Financial Advisory, Investment Advisory, Due Diligence, Securities, Series 7, Asset Management, Investment Management, Alternative Investments, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
Miami University 1992 — 1996
B.S., Accounting
Jesus Sanchez, Jr.'s Nuveen Investments Experience August 2011 - June 2013
Job Officer, Team Leader Securities Pricing at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2013 - Present
Nuveen Investments August 2011 - June 2013
Nuveen Investments January 2010 - August 2011
Nuveen Investments January 2007 - January 2010
Northern Trust May 2005 - January 2007
ABN AMRO Bank N.V. May 2000 - September 2002
Zurich North America January 1999 - May 2000
Skills
Securities, Valuation, Fixed Income, Equities, Bloomberg, Mutual Funds, Bonds, Derivatives, Financial Markets, Capital Markets, Banking, Analysis, Management, Corporate Actions, Commodities, Currency, Compliance, Economics, Due Diligence, ETFs, Reconciliation, MS Excel Pivot Tables, MS Excel Macros, Data Analysis, MS PowerPoint, Project Management, Internal Controls, Team Building, Equity Derivatives, Credit Derivatives, Municipal Bonds, Team Leadership, Teamwork, Team Management, Process Improvement, Procedure Development, Procedure Creation, Operations Management, Front Office, Back Office, Middle Office, Emotional Intelligence
Education
DePaul University 2001 — 2004
BA, Finance
De La Salle Institute
Northern Trust June 2013 - Present
Nuveen Investments August 2011 - June 2013
Nuveen Investments January 2010 - August 2011
Nuveen Investments January 2007 - January 2010
Northern Trust May 2005 - January 2007
ABN AMRO Bank N.V. May 2000 - September 2002
Zurich North America January 1999 - May 2000
Skills
Securities, Valuation, Fixed Income, Equities, Bloomberg, Mutual Funds, Bonds, Derivatives, Financial Markets, Capital Markets, Banking, Analysis, Management, Corporate Actions, Commodities, Currency, Compliance, Economics, Due Diligence, ETFs, Reconciliation, MS Excel Pivot Tables, MS Excel Macros, Data Analysis, MS PowerPoint, Project Management, Internal Controls, Team Building, Equity Derivatives, Credit Derivatives, Municipal Bonds, Team Leadership, Teamwork, Team Management, Process Improvement, Procedure Development, Procedure Creation, Operations Management, Front Office, Back Office, Middle Office, Emotional Intelligence
Education
DePaul University 2001 — 2004
BA, Finance
De La Salle Institute
C. Earle's Nuveen Investments Experience July 2006 - Present
Job Assistant Vice President Product Management at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments July 2006 - Present
Western Asset Management October 1999 - June 2006
Payden & Rygel 1998 - 1999
Skills
Fixed Income, Mutual Funds, Bonds, Equities, Asset Management, ETFs, Alternative Investments, Investment Strategies, Asset Allocation, Securities, Investments, Investment Management, Financial Services, Capital Markets, Portfolio Management
Education
The Johns Hopkins University 1989 — 1993
BA, Writing Seminars, Psychology
Deerfield Academy 1985 — 1989
Nuveen Investments July 2006 - Present
Western Asset Management October 1999 - June 2006
Payden & Rygel 1998 - 1999
Skills
Fixed Income, Mutual Funds, Bonds, Equities, Asset Management, ETFs, Alternative Investments, Investment Strategies, Asset Allocation, Securities, Investments, Investment Management, Financial Services, Capital Markets, Portfolio Management
Education
The Johns Hopkins University 1989 — 1993
BA, Writing Seminars, Psychology
Deerfield Academy 1985 — 1989
Jeff Murray's Nuveen Investments Experience January 2004 - June 2007
Job Sr. Development Technical Lead at William Blair & Company
Industry Information Technology and Services
Experience
William Blair & Company March 2015 - Present
Cedar Capital May 2014 - February 2015
William Blair & Company June 2007 - May 2014
Nuveen Investments January 2004 - June 2007
Nuveen Investments September 2000 - January 2004
CNA Insurance March 2000 - September 2000
CNA Insurance June 1999 - March 2000
CNA Insurance June 1998 - June 1999
CNA Insurance January 1998 - June 1998
CNA Insurance June 1997 - January 1998
Skills
Perl, Java, JScript, Sed, C#, SSIS, Requirements Analysis, Database Design, CSS, ETL, Software Development, SQL, HTML, SharePoint, SSRS, T-SQL, Business Analysis, Data Warehousing, XML, Databases, Microsoft SQL Server, SDLC, .NET, ASP.NET, VB.NET, Crystal Reports, Software Project..., JavaScript, Visual Studio, IIS, Visual Basic, ASP, Data Modeling, Application Architecture, Sybase, Unix, Visio, Architecture, Fixed Income, Trading Systems, Software Development..., TFS, Project Management, Programming, Object Oriented Design, Windows, Stored Procedures, VBA, Design Patterns, Java Enterprise Edition
Education
DePaul University 2003 — 2006
M.S., Computer Science
Indiana University Bloomington 1993 — 1997
B.S., Computer Science
South Side High School 1989 — 1993
William Blair & Company March 2015 - Present
Cedar Capital May 2014 - February 2015
William Blair & Company June 2007 - May 2014
Nuveen Investments January 2004 - June 2007
Nuveen Investments September 2000 - January 2004
CNA Insurance March 2000 - September 2000
CNA Insurance June 1999 - March 2000
CNA Insurance June 1998 - June 1999
CNA Insurance January 1998 - June 1998
CNA Insurance June 1997 - January 1998
Skills
Perl, Java, JScript, Sed, C#, SSIS, Requirements Analysis, Database Design, CSS, ETL, Software Development, SQL, HTML, SharePoint, SSRS, T-SQL, Business Analysis, Data Warehousing, XML, Databases, Microsoft SQL Server, SDLC, .NET, ASP.NET, VB.NET, Crystal Reports, Software Project..., JavaScript, Visual Studio, IIS, Visual Basic, ASP, Data Modeling, Application Architecture, Sybase, Unix, Visio, Architecture, Fixed Income, Trading Systems, Software Development..., TFS, Project Management, Programming, Object Oriented Design, Windows, Stored Procedures, VBA, Design Patterns, Java Enterprise Edition
Education
DePaul University 2003 — 2006
M.S., Computer Science
Indiana University Bloomington 1993 — 1997
B.S., Computer Science
South Side High School 1989 — 1993
Diane Meggs's Nuveen Investments Experience November 1999 - Present
Job Compliance Manager at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments November 1999 - Present
Fortaleza Asset Management, Inc. June 1995 - November 1999
Skills
Marketing, Capital Markets, Due Diligence, Leadership, Investment Management, Trading, Securities, Securities Regulation, CRM, Series 7, Private Equity, Investments, Mutual Funds, Fixed Income, Internal Audit, Management, Equities, Series 63, ETFs, Investment Advisory, Financial Services, Hedge Funds, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA - Fiannce
Northern Illinois University 1971 — 1975
Bachelors of Science, Biology
Nuveen Investments November 1999 - Present
Fortaleza Asset Management, Inc. June 1995 - November 1999
Skills
Marketing, Capital Markets, Due Diligence, Leadership, Investment Management, Trading, Securities, Securities Regulation, CRM, Series 7, Private Equity, Investments, Mutual Funds, Fixed Income, Internal Audit, Management, Equities, Series 63, ETFs, Investment Advisory, Financial Services, Hedge Funds, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA - Fiannce
Northern Illinois University 1971 — 1975
Bachelors of Science, Biology
Alex Melgarejo's Nuveen Investments Experience July 2012 - August 2013
Job Senior Storage Analyst
Industry Information Technology and Services
Experience
Dell August 2013 - Present
Nuveen Investments July 2012 - August 2013
Yum! Brands September 2011 - June 2012
Whole Foods Market January 2004 - September 2011
Warner Music Group January 1999 - December 2003
Skills
Active Directory, Vendor Management, Troubleshooting, Windows 7, Technical Support, Disaster Recovery, VMware, Windows Server, Computer Hardware, Citrix, Servers, Visio, Customer Service, Process Improvement, DNS, Project Management, Software Documentation, SharePoint, Mac OS X, System Administration, Help Desk Support, Lotus Notes, SAN, Storage, Server Architecture, Incident Management, Hardware, TCP/IP, Leadership, Unix, IT Operations, Virtualization, VMware Infrastructure, Windows XP, POS, Group Policy, Windows, Hyper-V, Infrastructure, Operating Systems
Education
Woodbury University 1996 — 1999
Bachelors of Science, Computer Information Systems
College of the Siskiyous 1994 — 1996
AA, General Education
Dell August 2013 - Present
Nuveen Investments July 2012 - August 2013
Yum! Brands September 2011 - June 2012
Whole Foods Market January 2004 - September 2011
Warner Music Group January 1999 - December 2003
Skills
Active Directory, Vendor Management, Troubleshooting, Windows 7, Technical Support, Disaster Recovery, VMware, Windows Server, Computer Hardware, Citrix, Servers, Visio, Customer Service, Process Improvement, DNS, Project Management, Software Documentation, SharePoint, Mac OS X, System Administration, Help Desk Support, Lotus Notes, SAN, Storage, Server Architecture, Incident Management, Hardware, TCP/IP, Leadership, Unix, IT Operations, Virtualization, VMware Infrastructure, Windows XP, POS, Group Policy, Windows, Hyper-V, Infrastructure, Operating Systems
Education
Woodbury University 1996 — 1999
Bachelors of Science, Computer Information Systems
College of the Siskiyous 1994 — 1996
AA, General Education
Bradley Brook's Nuveen Investments Experience August 2013 - Present
Job Senior Investment Portfolio Specialist at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2013 - Present
Nuveen Investments September 2009 - August 2013
LaSalle Financial Services, Inc. April 2008 - November 2008
LaSalle Financial Services, Inc. June 2006 - April 2008
AXA Equitable, LLC. August 2004 - June 2006
Skills
Investments, Portfolio Management, Finance, Securities, Fixed Income, Series 7, CRM, Trading, Sales, Accounting, FINRA, Employee Benefits, Access, Financial Advisory, Uniform Combined State..., Financial Services, Mutual Funds, Customer Service, Pricing
Education
DePaul University 2013 — 2015
CFP Certificate Program, Certified Financial Planning
University of Iowa 1999 — 2004
B.A., Communication Studies
Nuveen Investments August 2013 - Present
Nuveen Investments September 2009 - August 2013
LaSalle Financial Services, Inc. April 2008 - November 2008
LaSalle Financial Services, Inc. June 2006 - April 2008
AXA Equitable, LLC. August 2004 - June 2006
Skills
Investments, Portfolio Management, Finance, Securities, Fixed Income, Series 7, CRM, Trading, Sales, Accounting, FINRA, Employee Benefits, Access, Financial Advisory, Uniform Combined State..., Financial Services, Mutual Funds, Customer Service, Pricing
Education
DePaul University 2013 — 2015
CFP Certificate Program, Certified Financial Planning
University of Iowa 1999 — 2004
B.A., Communication Studies
Casey Janik's Nuveen Investments Experience August 2008 - Present
Job AVP, Business PartnerDistribution at Nuveen Investments
Industry Information Technology and Services
Experience
Nuveen Investments August 2008 - Present
Nuveen Investments September 2003 - July 2007
Nuveen Investments January 1997 - August 2003
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign 1982 — 1986
Nuveen Investments August 2008 - Present
Nuveen Investments September 2003 - July 2007
Nuveen Investments January 1997 - August 2003
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign 1982 — 1986
Bob Senne's Nuveen Investments Experience 2005 - 2006
Job VP Business Development INTL FC Stone
Industry Capital Markets
Experience
INTL FCStone Securities February 2012 - Present
BP April 2009 - February 2012
BP November 2006 - March 2009
Nuveen Investments 2005 - 2006
JPMorgan Chase 2000 - 2006
BOTCC 1997 - 2002
Fuji Securities Inc. 1985 - 1995
Skills
Streamlining Operations, Capital Management, Trading, Fixed Income, Commodities, Valuation, Back Office, FX, Pricing, Derivatives, Capital Markets, Investments, Business Analysis, Options, Process Improvement, Trading Systems, FX Options, Financial Services, Securities, Hedging, Financial Risk, Commodity
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
Northern Illinois University 1978 — 1982
BS, Finance
INTL FCStone Securities February 2012 - Present
BP April 2009 - February 2012
BP November 2006 - March 2009
Nuveen Investments 2005 - 2006
JPMorgan Chase 2000 - 2006
BOTCC 1997 - 2002
Fuji Securities Inc. 1985 - 1995
Skills
Streamlining Operations, Capital Management, Trading, Fixed Income, Commodities, Valuation, Back Office, FX, Pricing, Derivatives, Capital Markets, Investments, Business Analysis, Options, Process Improvement, Trading Systems, FX Options, Financial Services, Securities, Hedging, Financial Risk, Commodity
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
Northern Illinois University 1978 — 1982
BS, Finance
Luke Satre's Nuveen Investments Experience January 2011 - Present
Job SVP, Assistant General Counsel at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
U.S. Bancorp Asset Management, Inc. (formerly FAF Advisors, Inc.) November 2004 - December 2010
Charles Schwab & Co., Inc. December 1999 - November 2004
Education
Loyola University Chicago School of Law 1996 — 1999
J.D.
Colorado State University 1987 — 1991
B.S., Business Administration
Scuola Lorenzo de' Medici
Italian Language
American University of Rome
International Business
Nuveen Investments January 2011 - Present
U.S. Bancorp Asset Management, Inc. (formerly FAF Advisors, Inc.) November 2004 - December 2010
Charles Schwab & Co., Inc. December 1999 - November 2004
Education
Loyola University Chicago School of Law 1996 — 1999
J.D.
Colorado State University 1987 — 1991
B.S., Business Administration
Scuola Lorenzo de' Medici
Italian Language
American University of Rome
International Business
Susan Batina's Nuveen Investments Experience May 2013 - Present
Job Vice President, ClosedEnd Funds Marketing at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 2013 - Present
SwanDog Strategic Marketing April 2012 - February 2013
Guggenheim Investments August 2010 - April 2012
N/A August 2005 - August 2010
Van Kampen Investments August 2000 - August 2005
Chicago Board of Trade July 1989 - November 1994
Skills
Relationship Management, Asset Allocation, Separately Managed..., ETFs, Securities, Investment Strategies, Marketing Communications, Investment Management, Hedge Funds, Financial Services, Closed-end Funds, Portfolio Management, Bonds, Unit Investment Trusts, Business Development, Copywriting, Product Marketing, Morningstar, Morningstar Direct, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A., Finance
DePauw University
B.A., Economics
Nuveen Investments May 2013 - Present
SwanDog Strategic Marketing April 2012 - February 2013
Guggenheim Investments August 2010 - April 2012
N/A August 2005 - August 2010
Van Kampen Investments August 2000 - August 2005
Chicago Board of Trade July 1989 - November 1994
Skills
Relationship Management, Asset Allocation, Separately Managed..., ETFs, Securities, Investment Strategies, Marketing Communications, Investment Management, Hedge Funds, Financial Services, Closed-end Funds, Portfolio Management, Bonds, Unit Investment Trusts, Business Development, Copywriting, Product Marketing, Morningstar, Morningstar Direct, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A., Finance
DePauw University
B.A., Economics
Gina Spunder's Nuveen Investments Experience July 2004 - Present
Job Vice President at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments July 2004 - Present
Education
DePaul University 1995 — 1997
Nuveen Investments July 2004 - Present
Education
DePaul University 1995 — 1997
Barbara De Fries's Nuveen Investments Experience May 1986 - October 2000
Job Certified Ancillary Consultant at Ancillary Medical Solutions
Industry Retail
Experience
Ancillary Medical Solutions July 2015 - Present
Planet Music 33 February 2003 - Present
Timberline Venture Partners January 2000 - January 2010
Nuveen Investments May 1986 - October 2000
White Crane Inn Bed & Breakfast April 1989 - November 1991
Skills
Management, Strategic Planning
Education
DePaul University 1989 — 1993
Bachelor of Science (B.S.), Business Development
The School of the Art Institute of Chicago 1988 — 1989
Pattern Making
Ancillary Medical Solutions July 2015 - Present
Planet Music 33 February 2003 - Present
Timberline Venture Partners January 2000 - January 2010
Nuveen Investments May 1986 - October 2000
White Crane Inn Bed & Breakfast April 1989 - November 1991
Skills
Management, Strategic Planning
Education
DePaul University 1989 — 1993
Bachelor of Science (B.S.), Business Development
The School of the Art Institute of Chicago 1988 — 1989
Pattern Making
Bob Warchol, CIMA, AIF's Nuveen Investments Experience January 2015 - Present
Job Managing Director Director of Sales Implementation at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2015 - Present
Nuveen Investments January 2002 - December 2014
John Hancock Funds August 1995 - January 2002
Education
College of the Holy Cross 1990 — 1994
Nuveen Investments January 2015 - Present
Nuveen Investments January 2002 - December 2014
John Hancock Funds August 1995 - January 2002
Education
College of the Holy Cross 1990 — 1994
Shaun Betzel's Nuveen Investments Experience August 2013 - Present
Job Operations Systems Engineer at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2013 - Present
Empire Today April 2007 - August 2013
Hewlett-Packard 2005 - 2007
Station Casinos 2002 - 2004
U.S. Cellular July 1997 - December 2002
Skills
Microsoft SQL Server, Active Directory, SharePoint, Windows Server, Troubleshooting, SQL, Windows, Microsoft Exchange, Databases, Network Security, SDLC, Operating Systems, Business Intelligence, Load Balancing, Storage Area Networks, Scrum, Visio, PHP
Education
Lisle High School 1974 — 1978
College of DuPage
Nuveen Investments August 2013 - Present
Empire Today April 2007 - August 2013
Hewlett-Packard 2005 - 2007
Station Casinos 2002 - 2004
U.S. Cellular July 1997 - December 2002
Skills
Microsoft SQL Server, Active Directory, SharePoint, Windows Server, Troubleshooting, SQL, Windows, Microsoft Exchange, Databases, Network Security, SDLC, Operating Systems, Business Intelligence, Load Balancing, Storage Area Networks, Scrum, Visio, PHP
Education
Lisle High School 1974 — 1978
College of DuPage
Dan O'Kray, CFP®'s Nuveen Investments Experience February 2010 - March 2012
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management March 2012 - Present
Nuveen Investments February 2010 - March 2012
Credit Suisse April 2008 - February 2010
Merrill Lynch - Private Banking & Investment Group 2006 - 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Financial Analysis
St. Norbert College 2002 — 2006
Bachelor of Business Administration
Morgan Stanley Private Wealth Management March 2012 - Present
Nuveen Investments February 2010 - March 2012
Credit Suisse April 2008 - February 2010
Merrill Lynch - Private Banking & Investment Group 2006 - 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Financial Analysis
St. Norbert College 2002 — 2006
Bachelor of Business Administration
Laurie Fishbein's Nuveen Investments Experience January 2011 - Present
Job AVP, Real Estate Analyst at Nuveen Investments
Industry Real Estate
Experience
Nuveen Investments January 2011 - Present
FAF Advisors December 1997 - December 2010
Skills
Loans, Real Estate Transactions, Asset Managment, Financial Analysis, Microsoft Excel, Investments, Mortgage Lending, Real Estate Economics, Credit, Finance, Portfolio Management, Due Diligence, Asset Management, Real Estate, Commercial Real Estate
Education
DePaul University 1986 — 1988
M.A., Music
Northwestern University 1977 — 1981
B.A., Music
Nuveen Investments January 2011 - Present
FAF Advisors December 1997 - December 2010
Skills
Loans, Real Estate Transactions, Asset Managment, Financial Analysis, Microsoft Excel, Investments, Mortgage Lending, Real Estate Economics, Credit, Finance, Portfolio Management, Due Diligence, Asset Management, Real Estate, Commercial Real Estate
Education
DePaul University 1986 — 1988
M.A., Music
Northwestern University 1977 — 1981
B.A., Music
Katie Sandquist's Nuveen Investments Experience 1998 - 2000
Job Instructional Technologist at Clayton Family Center
Industry Information Technology and Services
Experience
Clayton Family Center November 2008 - Present
Focal Communications May 2000 - October 2004
Nuveen Investments 1998 - 2000
Spencer Stuart 1997 - 1998
Nuveen Investments 1994 - 1997
Education
Colorado College 1990 — 1994
BA, Mathematics with Computer Science Emphasis
Clayton Family Center November 2008 - Present
Focal Communications May 2000 - October 2004
Nuveen Investments 1998 - 2000
Spencer Stuart 1997 - 1998
Nuveen Investments 1994 - 1997
Education
Colorado College 1990 — 1994
BA, Mathematics with Computer Science Emphasis
Damian Jacoby's Nuveen Investments Experience February 2013 - Present
Job VP Senior Manager, Tax
Industry Investment Management
Experience
Nuveen Investments February 2013 - Present
Nuveen Investments August 2008 - February 2013
Crowe Horwath LLP January 1998 - April 2004
Skills
Accounting, Tax, Corporate Tax, Financial Reporting, Financial Analysis, CPA, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Internal Controls
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science (MS), Taxation
John Carroll University 1993 — 1997
BSBA, Accounting
Nuveen Investments February 2013 - Present
Nuveen Investments August 2008 - February 2013
Crowe Horwath LLP January 1998 - April 2004
Skills
Accounting, Tax, Corporate Tax, Financial Reporting, Financial Analysis, CPA, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Internal Controls
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science (MS), Taxation
John Carroll University 1993 — 1997
BSBA, Accounting
Elizabeth Rutkowski, CFA's Nuveen Investments Experience May 2013 - Present
Job Senior Analyst Product and Market Analytics at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 2013 - Present
Blue Prairie Group March 2010 - May 2013
Blue Prairie Group June 2007 - March 2010
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Retirement, Asset Management
Education
DePaul University 2004 — 2008
B.S., Mathematics
Nuveen Investments May 2013 - Present
Blue Prairie Group March 2010 - May 2013
Blue Prairie Group June 2007 - March 2010
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Retirement, Asset Management
Education
DePaul University 2004 — 2008
B.S., Mathematics
Ross Stoeterau's Nuveen Investments Experience August 2011 - Present
Job Vice President and Assistant General Counsel at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments August 2011 - Present
Clifford Chance May 2010 - July 2011
AllianceBernstein L.P. June 2005 - April 2010
Clifford Chance US LLP October 2002 - June 2005
Skills
Offshore Funds, UCITS, Investment Management, Investment Advisory, Hedge Funds, Securities Regulation, Securities, Mutual Funds, Alternative Investments, Institutional..., Private Equity, Asset Management, Capital Markets, Corporate Governance, Structured Products, Fund Of Funds
Education
Northwestern University School of Law 1999 — 2002
JD
The University of Chicago 1996 — 1997
MA
DePaul University 1991 — 1996
BA
Nuveen Investments August 2011 - Present
Clifford Chance May 2010 - July 2011
AllianceBernstein L.P. June 2005 - April 2010
Clifford Chance US LLP October 2002 - June 2005
Skills
Offshore Funds, UCITS, Investment Management, Investment Advisory, Hedge Funds, Securities Regulation, Securities, Mutual Funds, Alternative Investments, Institutional..., Private Equity, Asset Management, Capital Markets, Corporate Governance, Structured Products, Fund Of Funds
Education
Northwestern University School of Law 1999 — 2002
JD
The University of Chicago 1996 — 1997
MA
DePaul University 1991 — 1996
BA
Mark Tudela's Nuveen Investments Experience April 2005 - July 2008
Job Derivatives Specialist
Industry Financial Services
Experience
Deutsche Bank November 2013 - Present
Bank of America November 2010 - November 2013
Northern Trust July 2008 - November 2010
Nuveen Investments April 2005 - July 2008
Nuveen Investments September 2003 - April 2005
Morgan Stanley June 2002 - March 2003
Skills
Microsoft Office, HTML, Derivatives, Middle Office, Collateral Management, Bloomberg, Equities, Fixed Income, Securities, Trading, Mutual Funds, Bonds, Asset Managment, Options, ETFs, Financial Markets, Asset Management
Education
DePaul University 2000 — 2003
Bachelors, Economics, Political Science
Deutsche Bank November 2013 - Present
Bank of America November 2010 - November 2013
Northern Trust July 2008 - November 2010
Nuveen Investments April 2005 - July 2008
Nuveen Investments September 2003 - April 2005
Morgan Stanley June 2002 - March 2003
Skills
Microsoft Office, HTML, Derivatives, Middle Office, Collateral Management, Bloomberg, Equities, Fixed Income, Securities, Trading, Mutual Funds, Bonds, Asset Managment, Options, ETFs, Financial Markets, Asset Management
Education
DePaul University 2000 — 2003
Bachelors, Economics, Political Science
Margo L. Cook, CFA's Nuveen Investments Experience October 2008 - Present
Job Senior Executive Vice President, Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments October 2008 - Present
Bear Stearns Asset Management June 2007 - September 2008
The Bank of New York Mellon 1986 - 2007
Skills
Investments, Mutual Funds, Strategy, Risk Management, Valuation, Management, Product Management, Financial Advisory, Alternative Investments, Product Development, Hedge Funds, Fixed Income, Asset Management, Equities, Series 7
Education
Columbia University - Columbia Business School 2000 — 2002
Exec MBA, Business
CFA 1993 — 1996
CFA, Investments and Securities
University of Rhode Island - College of Business Administration 1982 — 1986
Business, Finance
Nuveen Investments October 2008 - Present
Bear Stearns Asset Management June 2007 - September 2008
The Bank of New York Mellon 1986 - 2007
Skills
Investments, Mutual Funds, Strategy, Risk Management, Valuation, Management, Product Management, Financial Advisory, Alternative Investments, Product Development, Hedge Funds, Fixed Income, Asset Management, Equities, Series 7
Education
Columbia University - Columbia Business School 2000 — 2002
Exec MBA, Business
CFA 1993 — 1996
CFA, Investments and Securities
University of Rhode Island - College of Business Administration 1982 — 1986
Business, Finance
Charles Nellans's Nuveen Investments Experience March 1985 - March 1997
Job Senior Analyst at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management April 1997 - Present
Nuveen Investments March 1985 - March 1997
City of Evanston January 1982 - March 1985
Skills
Fixed Income, Quantitative Research, Statistics, Financial Analysis, Municipal Bonds
Education
DePaul University 1980 — 1983
Master of Business Administration (M.B.A.), Finance
Wichita State University 1972 — 1976
BA, Psychology
Northern Trust Asset Management April 1997 - Present
Nuveen Investments March 1985 - March 1997
City of Evanston January 1982 - March 1985
Skills
Fixed Income, Quantitative Research, Statistics, Financial Analysis, Municipal Bonds
Education
DePaul University 1980 — 1983
Master of Business Administration (M.B.A.), Finance
Wichita State University 1972 — 1976
BA, Psychology
Amelia Schroeder's Nuveen Investments Experience August 2010 - September 2013
Job Divisional Analyst
Industry Higher Education
Experience
New York University October 2013 - Present
Nuveen Investments August 2010 - September 2013
Residential July 2008 - July 2010
American Red Cross of Greater Chicago June 2009 - June 2010
DePaul University September 2007 - June 2008
DePaul University September 2007 - March 2008
The Bankrupty Center June 2007 - August 2007
Studio B Dance September 2004 - August 2006
Skills
Non-profits, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Statistics, Teaching, Data Analysis, Customer Service, Outlook, Fundraising, Data Entry, Public Speaking, Strategic Planning, Analysis, Financial Analysis, Leadership, Accounting, Bloomberg, Nonprofits
Education
DePaul University 2006 — 2010
Bachelor's Degree, Mathematics and Finance
Mater Dei Catholic High School 2002 — 2006
New York University October 2013 - Present
Nuveen Investments August 2010 - September 2013
Residential July 2008 - July 2010
American Red Cross of Greater Chicago June 2009 - June 2010
DePaul University September 2007 - June 2008
DePaul University September 2007 - March 2008
The Bankrupty Center June 2007 - August 2007
Studio B Dance September 2004 - August 2006
Skills
Non-profits, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Statistics, Teaching, Data Analysis, Customer Service, Outlook, Fundraising, Data Entry, Public Speaking, Strategic Planning, Analysis, Financial Analysis, Leadership, Accounting, Bloomberg, Nonprofits
Education
DePaul University 2006 — 2010
Bachelor's Degree, Mathematics and Finance
Mater Dei Catholic High School 2002 — 2006
Elizabeth Derethik's Nuveen Investments Experience April 2015 - Present
Job Senior Accountant at Nuveen Investments
Industry Accounting
Experience
Nuveen Investments April 2015 - Present
McDonald's Corporation April 2014 - April 2015
McDonald's Corporation June 2012 - April 2014
Radio Flyer May 2010 - June 2012
Skills
Financial Reporting, Outlook, JD Edwards, Budgets, Microsoft Excel, IBM iSeries, Process Improvement, Forecasting
Education
DePaul University 2006 — 2010
Illinois Institute of Technology
Nuveen Investments April 2015 - Present
McDonald's Corporation April 2014 - April 2015
McDonald's Corporation June 2012 - April 2014
Radio Flyer May 2010 - June 2012
Skills
Financial Reporting, Outlook, JD Edwards, Budgets, Microsoft Excel, IBM iSeries, Process Improvement, Forecasting
Education
DePaul University 2006 — 2010
Illinois Institute of Technology
Mark Ferrici's Nuveen Investments Experience May 2011 - Present
Job Senior Front Office Liaison/CRD Specialist at Nuveen Investments
Industry Real Estate
Experience
Nuveen Investments May 2011 - Present
RREEF June 2007 - May 2011
RMB Capital Management August 2005 - May 2007
Harris Associates 2001 - 2005
Nordstrom 1995 - 2000
Skills
Equities, Fixed Income, Bloomberg, Trading Systems, Asset Management, Securities, Portfolio Management, Options, Hedge Funds, Mutual Funds, Trading, Investments, Capital Markets, Asset Allocation, Electronic Trading, Derivatives, Bonds, Valuation, Financial Services
Education
DePaul University 1998 — 2001
Bachelor's Degree, Finance
Nuveen Investments May 2011 - Present
RREEF June 2007 - May 2011
RMB Capital Management August 2005 - May 2007
Harris Associates 2001 - 2005
Nordstrom 1995 - 2000
Skills
Equities, Fixed Income, Bloomberg, Trading Systems, Asset Management, Securities, Portfolio Management, Options, Hedge Funds, Mutual Funds, Trading, Investments, Capital Markets, Asset Allocation, Electronic Trading, Derivatives, Bonds, Valuation, Financial Services
Education
DePaul University 1998 — 2001
Bachelor's Degree, Finance
Shari Sikes's Nuveen Investments Experience February 2003 - June 2009
Job Senior Municipal Credit Analyst at First Trust
Industry Investment Management
Experience
First Trust June 2014 - Present
Invesco October 2012 - May 2014
Standard & Poor's January 2010 - October 2012
Nuveen Investments February 2003 - June 2009
Wachovia Securities, Inc March 1997 - January 2003
Skills
Analysis, Portfolio Management, Investments, Management, Credit Analysis, Credit, Bonds, Leadership, Economics, Asset Allocation, Fixed Income, Due Diligence, Capital Markets, Bloomberg, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.S., Finance
University of Missouri
B.A, Economics
First Trust June 2014 - Present
Invesco October 2012 - May 2014
Standard & Poor's January 2010 - October 2012
Nuveen Investments February 2003 - June 2009
Wachovia Securities, Inc March 1997 - January 2003
Skills
Analysis, Portfolio Management, Investments, Management, Credit Analysis, Credit, Bonds, Leadership, Economics, Asset Allocation, Fixed Income, Due Diligence, Capital Markets, Bloomberg, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.S., Finance
University of Missouri
B.A, Economics
Kirsten Stewart's Nuveen Investments Experience October 2006 - August 2007
Job Client Manager at Thomson Reuters
Industry Law Practice
Experience
Thomson Reuters March 2015 - Present
Bagel Fix March 2014 - Present
Randstad July 2011 - March 2015
Crate and Barrel April 2011 - February 2012
Nuveen Investments October 2006 - August 2007
Nuveen Investments December 2005 - October 2006
The Eur-Am Center June 2004 - August 2004
Skills
Event Planning, Civil Litigation, Legal Research, Customer Service, Legal Writing, Spanish, Sales, Research, Westlaw
Education
University of St. Thomas School of Law 2007 — 2010
JD
OxfordTEFL 2005 — 2005
TEFL
DePauw University 2001 — 2005
BA, Political Science, Spanish
Fundación José Ortega y Gasset 2004 — 2004
Spanish Language and Literature
Thomson Reuters March 2015 - Present
Bagel Fix March 2014 - Present
Randstad July 2011 - March 2015
Crate and Barrel April 2011 - February 2012
Nuveen Investments October 2006 - August 2007
Nuveen Investments December 2005 - October 2006
The Eur-Am Center June 2004 - August 2004
Skills
Event Planning, Civil Litigation, Legal Research, Customer Service, Legal Writing, Spanish, Sales, Research, Westlaw
Education
University of St. Thomas School of Law 2007 — 2010
JD
OxfordTEFL 2005 — 2005
TEFL
DePauw University 2001 — 2005
BA, Political Science, Spanish
Fundación José Ortega y Gasset 2004 — 2004
Spanish Language and Literature
Tim Tomechko's Nuveen Investments Experience September 1990 - June 1998
Job Call Recording Engineer at SPS
Industry Telecommunications
Experience
SPS November 2001 - Present
Nuveen Investments September 1990 - June 1998
Bridgestone January 1988 - September 1990
Skills
Call Center Recording, Telecommunications, Systems Integrations, Troubleshooting, PC maintenance, Networking, VoIP, Call Centers, Telephony, Server Administration, Vendor Management, Customer Service, Unified Communications, Cisco Technologies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Management Information Systems
The University of Akron 1976 — 1980
BSIM, Industrial Management - Production
Brunswick High School 1972 — 1976
High School, College Prep
SPS November 2001 - Present
Nuveen Investments September 1990 - June 1998
Bridgestone January 1988 - September 1990
Skills
Call Center Recording, Telecommunications, Systems Integrations, Troubleshooting, PC maintenance, Networking, VoIP, Call Centers, Telephony, Server Administration, Vendor Management, Customer Service, Unified Communications, Cisco Technologies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Management Information Systems
The University of Akron 1976 — 1980
BSIM, Industrial Management - Production
Brunswick High School 1972 — 1976
High School, College Prep
Christina Legue's Nuveen Investments Experience April 2005 - Present
Job Senior Compliance Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 2005 - Present
Skills
Microsoft Office, Customer Service, Bloomberg, Series 7, Compliance, Series 63, Alternative Investments, Financial Services, Series 24, Securities, Mutual Funds
Education
Columbia College Chicago 2001 — 2003
B.A., Film
Nuveen Investments April 2005 - Present
Skills
Microsoft Office, Customer Service, Bloomberg, Series 7, Compliance, Series 63, Alternative Investments, Financial Services, Series 24, Securities, Mutual Funds
Education
Columbia College Chicago 2001 — 2003
B.A., Film
Joe McCaffrey's Nuveen Investments Experience June 2015 - Present
Job AVP Advisor Consultant RIA and Family Office Global Private Client Group
Industry Financial Services
Experience
Nuveen Investments June 2015 - Present
HRC Fund Associates October 2009 - May 2015
PCS Research Services July 2007 - October 2009
Skills
Asset Allocation, Series 7, Securities, Hedge Funds, Investments, Private Equity, Mutual Funds, Equities, Asset Management
Education
College of Charleston 2000 — 2004
BA, Business Administration
Nuveen Investments June 2015 - Present
HRC Fund Associates October 2009 - May 2015
PCS Research Services July 2007 - October 2009
Skills
Asset Allocation, Series 7, Securities, Hedge Funds, Investments, Private Equity, Mutual Funds, Equities, Asset Management
Education
College of Charleston 2000 — 2004
BA, Business Administration
Melissa Elinich's Nuveen Investments Experience May 2008 - December 2009
Job Senior Operations Analyst at CenterSquare Investment Management
Industry Financial Services
Experience
CenterSquare Investment Management (formerly Urdang) July 2014 - Present
CenterSquare Investment Management (formerly Urdang) September 2010 - July 2014
Nuveen Investments May 2008 - December 2009
Skills
Investments, Financial Services
Education
Delaware Valley University 2006 — 2007
Bachelors, Finance
CenterSquare Investment Management (formerly Urdang) July 2014 - Present
CenterSquare Investment Management (formerly Urdang) September 2010 - July 2014
Nuveen Investments May 2008 - December 2009
Skills
Investments, Financial Services
Education
Delaware Valley University 2006 — 2007
Bachelors, Finance
Tom Kakaletris's Nuveen Investments Experience 1994 - 1997
Job CFO at Dalmares Produce, Inc.
Industry Food & Beverages
Experience
Dalmares Produce, Inc. 2002 - Present
CNA Insurance 1999 - 2001
Nuveen Investments 1994 - 1997
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
mba, International Marketing & Finance
Northern Illinois University
Dalmares Produce, Inc. 2002 - Present
CNA Insurance 1999 - 2001
Nuveen Investments 1994 - 1997
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
mba, International Marketing & Finance
Northern Illinois University
Matt Boren's Nuveen Investments Experience October 2008 - July 2014
Job Regional Investment Consultant
Industry Financial Services
Experience
T. Rowe Price July 2014 - Present
Nuveen Investments October 2008 - July 2014
Claymore Securities March 2007 - October 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
MBA, Entrepreneurship and Financial Analysis
St. Olaf College 1999 — 2002
Economics, Economics
T. Rowe Price July 2014 - Present
Nuveen Investments October 2008 - July 2014
Claymore Securities March 2007 - October 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
MBA, Entrepreneurship and Financial Analysis
St. Olaf College 1999 — 2002
Economics, Economics
Brian K. Smith's Nuveen Investments Experience October 1998 - April 2002
Job Student at College of DuPage (post BA education)
Industry Financial Services
Experience
College of DuPage (post BA education) January 2015 - Present
Self Employed--Consultant June 2014 - January 2015
Caretaker June 2010 - September 2014
Madison Street Capital March 2012 - April 2012
Tower Hill Trading January 2012 - February 2012
MetLife February 2008 - August 2008
Advisors Asset Management, Inc. May 2006 - February 2008
Claymore Securities, Inc. April 2002 - March 2006
Nuveen Investments October 1998 - April 2002
A.G. Edwards and Sons, Inc January 1993 - January 1996
Skills
Securities, Portfolio Management, Fixed Income, Equities, Investments, Mutual Funds, Capital Markets, Investment Banking, Asset Management
Education
College of DuPage certifications--post BA 2015 — 2017
Certificates: Accounting, Management, Information Systems and MS Pro, Certifications
University of Illinois at Chicago 1995 — 1998
BA, Economics, 3.2/4.0
Villanova University 2010 — 2010
Certificate, Six Sigma Green Belt
College of DuPage 2013 — 2015
Certification, Certified Associate in Project Management (CAPM)
Glenbard West High School 1987 — 1991
Diploma, Mathematics
College of DuPage (post BA education) January 2015 - Present
Self Employed--Consultant June 2014 - January 2015
Caretaker June 2010 - September 2014
Madison Street Capital March 2012 - April 2012
Tower Hill Trading January 2012 - February 2012
MetLife February 2008 - August 2008
Advisors Asset Management, Inc. May 2006 - February 2008
Claymore Securities, Inc. April 2002 - March 2006
Nuveen Investments October 1998 - April 2002
A.G. Edwards and Sons, Inc January 1993 - January 1996
Skills
Securities, Portfolio Management, Fixed Income, Equities, Investments, Mutual Funds, Capital Markets, Investment Banking, Asset Management
Education
College of DuPage certifications--post BA 2015 — 2017
Certificates: Accounting, Management, Information Systems and MS Pro, Certifications
University of Illinois at Chicago 1995 — 1998
BA, Economics, 3.2/4.0
Villanova University 2010 — 2010
Certificate, Six Sigma Green Belt
College of DuPage 2013 — 2015
Certification, Certified Associate in Project Management (CAPM)
Glenbard West High School 1987 — 1991
Diploma, Mathematics
Paul Knych's Nuveen Investments Experience September 2011 - July 2014
Job Equity Research Associate at Nuveen Asset Management
Industry Investment Management
Experience
Nuveen Asset Management July 2014 - Present
Nuveen Investments September 2011 - July 2014
Mercer Investment Consulting September 2006 - September 2011
Hewitt Associates October 2005 - September 2006
Skills
Equities, Investments, Asset Allocation, Portfolio Management, Financial Modeling, Risk Management, Mutual Funds, Due Diligence, Analysis, Financial Risk, Data Analysis, Management, Fixed Income, Alternative Investments, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Series 7, Bloomberg, Capital Markets, Valuation, Institutional..., Derivatives, Equity Research
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MSF, Finance and Investment Related Topics
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Financial Analysis
Northeastern Illinois University 2002 — 2005
BS, Business Management
Nuveen Asset Management July 2014 - Present
Nuveen Investments September 2011 - July 2014
Mercer Investment Consulting September 2006 - September 2011
Hewitt Associates October 2005 - September 2006
Skills
Equities, Investments, Asset Allocation, Portfolio Management, Financial Modeling, Risk Management, Mutual Funds, Due Diligence, Analysis, Financial Risk, Data Analysis, Management, Fixed Income, Alternative Investments, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Series 7, Bloomberg, Capital Markets, Valuation, Institutional..., Derivatives, Equity Research
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MSF, Finance and Investment Related Topics
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Financial Analysis
Northeastern Illinois University 2002 — 2005
BS, Business Management
Andrew Krech's Nuveen Investments Experience July 2010 - February 2013
Job Investment Officer at Minnesota State Board of Investment
Industry Investment Management
Experience
Minnesota State Board of Investment July 2014 - Present
Macalester College March 2013 - July 2014
Nuveen Investments July 2010 - February 2013
Northern Trust 2005 - 2010
Skills
Bloomberg, Asset Management, Fixed Income, Alternative Investments, Equities, Investments, Hedge Funds, Portfolio Management, Asset Allocation, Financial Modeling, Valuation, Investment Strategies, Derivatives, Financial Analysis, Investment Management, Performance Attribution
Education
DePaul University 2007 — 2009
MBA, Financial Analysis
Macalester College 1999 — 2003
B.A., Mathematics, Spanish, Art History
Minnesota State Board of Investment July 2014 - Present
Macalester College March 2013 - July 2014
Nuveen Investments July 2010 - February 2013
Northern Trust 2005 - 2010
Skills
Bloomberg, Asset Management, Fixed Income, Alternative Investments, Equities, Investments, Hedge Funds, Portfolio Management, Asset Allocation, Financial Modeling, Valuation, Investment Strategies, Derivatives, Financial Analysis, Investment Management, Performance Attribution
Education
DePaul University 2007 — 2009
MBA, Financial Analysis
Macalester College 1999 — 2003
B.A., Mathematics, Spanish, Art History
Kerry Shepherd's Nuveen Investments Experience January 1998 - May 2000
Job Field Sales Leader at Allstate
Industry Insurance
Experience
Allstate 2015 - Present
State Farm 2002 - 2015
Strong Investment Management, LLC June 2000 - December 2001
Nuveen Investments January 1998 - May 2000
Skills
Term Life Insurance, Disability Insurance, Property & Casualty..., Umbrella Insurance, Life Insurance, Health Insurance, Commercial Insurance, Renters, Long-term Care, Marketing Management, Mutu, Separately Managed..., Sales Management, Sales
Education
DePaul University
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Florida
Bachelor of Arts (B.A.), Communication and Media Studies
Allstate 2015 - Present
State Farm 2002 - 2015
Strong Investment Management, LLC June 2000 - December 2001
Nuveen Investments January 1998 - May 2000
Skills
Term Life Insurance, Disability Insurance, Property & Casualty..., Umbrella Insurance, Life Insurance, Health Insurance, Commercial Insurance, Renters, Long-term Care, Marketing Management, Mutu, Separately Managed..., Sales Management, Sales
Education
DePaul University
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Florida
Bachelor of Arts (B.A.), Communication and Media Studies
Darius Vorobjovas's Nuveen Investments Experience April 2015 - Present
Job
Industry Accounting
Experience
Nuveen Investments April 2015 - Present
Education
DePaul University 2009 — 2012
Bachelors of Science in Accountancy, Cum Laude
College of DuPage
Nuveen Investments April 2015 - Present
Education
DePaul University 2009 — 2012
Bachelors of Science in Accountancy, Cum Laude
College of DuPage
John Wilhelm's Nuveen Investments Experience August 1999 - December 2010
Job Senior Vice President Municipal Bonds at First Trust Advisors, LP
Industry Financial Services
Experience
First Trust Advisors, LP September 2013 - Present
Performance Trust Investment Advisors, LLC (PTIA) February 2011 - August 2013
Nuveen Investments August 1999 - December 2010
Van Kampen Funds September 1995 - July 1999
Skills
Retirement Planning, Investments, Securities, Separately Managed..., Municipal Bonds, Equities, ETFs, Asset Management, High Yield, Portfolio Management, Asset Allocation
Education
DePaul University College of Law 1992 — 1995
Doctor of Law (J.D.)
Miami University 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Upper Arlington
First Trust Advisors, LP September 2013 - Present
Performance Trust Investment Advisors, LLC (PTIA) February 2011 - August 2013
Nuveen Investments August 1999 - December 2010
Van Kampen Funds September 1995 - July 1999
Skills
Retirement Planning, Investments, Securities, Separately Managed..., Municipal Bonds, Equities, ETFs, Asset Management, High Yield, Portfolio Management, Asset Allocation
Education
DePaul University College of Law 1992 — 1995
Doctor of Law (J.D.)
Miami University 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Upper Arlington
Benjamin Range's Nuveen Investments Experience December 1994 - July 2000
Job Independent Commodities Trader
Industry Financial Services
Experience
BJR Trading January 2003 - Present
SB Trading October 2003 - September 2005
Merrill Lynch July 2000 - January 2003
Nuveen Investments December 1994 - July 2000
Fenwick High School August 1993 - December 1994
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
Master of Business Administration, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science, Agricultural Economics
BJR Trading January 2003 - Present
SB Trading October 2003 - September 2005
Merrill Lynch July 2000 - January 2003
Nuveen Investments December 1994 - July 2000
Fenwick High School August 1993 - December 1994
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
Master of Business Administration, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science, Agricultural Economics
Rockie Hernandez's Nuveen Investments Experience December 2014 - Present
Job Tax Accountant
Industry Accounting
Experience
Nuveen Investments December 2014 - Present
Nuveen Investments November 2013 - December 2014
DSW June 2011 - September 2012
Skills
Customer Service, Visual Merchandising, Retail
Education
DePaul University 2011 — 2015
Nuveen Investments December 2014 - Present
Nuveen Investments November 2013 - December 2014
DSW June 2011 - September 2012
Skills
Customer Service, Visual Merchandising, Retail
Education
DePaul University 2011 — 2015
Leticia Valadez's Nuveen Investments Experience August 2012 - Present
Job Accounts Payable Specialist Funds Administrator at Nuveen Investments
Industry Marketing and Advertising
Experience
Nuveen Investments August 2012 - Present
Leo Burnett November 2011 - October 2012
Global September 2010 - October 2011
Recycled Paper Greetings June 2009 - April 2010
Berman Industries Co August 2000 - August 2008
Continental Grain Co May 1990 - October 1999
Data Entry January 1990 - January 1996
Skills
Invoicing, Account Reconciliation, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Accounting, Management, Spreadsheets, Microsoft Excel, Accounts Payable
Education
City Colleges of Chicago-Wilbur Wright College 2009 — 2011
Medical billinga and coding
Nuveen Investments August 2012 - Present
Leo Burnett November 2011 - October 2012
Global September 2010 - October 2011
Recycled Paper Greetings June 2009 - April 2010
Berman Industries Co August 2000 - August 2008
Continental Grain Co May 1990 - October 1999
Data Entry January 1990 - January 1996
Skills
Invoicing, Account Reconciliation, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Accounting, Management, Spreadsheets, Microsoft Excel, Accounts Payable
Education
City Colleges of Chicago-Wilbur Wright College 2009 — 2011
Medical billinga and coding
Tim Liberty's Nuveen Investments Experience July 2015 - Present
Job Associate Product Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2015 - Present
Global X Management Company March 2014 - July 2015
Global X Management Company October 2013 - March 2014
Liberty Automotive Performance January 2010 - September 2013
Skills
Automotive, Customer Service, Microsoft Office, Sales Management, Negotiation, Continuous Improvement, Microsoft Excel, Strategic Planning, Product Development, New Business Development, Sales, Team Building, Process Improvement, Vehicles, Management, Engineering, Customer Satisfaction
Education
DePaul University 2013 — 2015
Bachelor’s Degree, Finance, Cum Laude 3.6 out of 4.0
Harper College 2012 — 2013
General Education, 3.7 out of 4.0
Triton College 2010 — 2011
Associate of Applied Science Degree, Automotive management, 3.3 out of 4.0
Nuveen Investments July 2015 - Present
Global X Management Company March 2014 - July 2015
Global X Management Company October 2013 - March 2014
Liberty Automotive Performance January 2010 - September 2013
Skills
Automotive, Customer Service, Microsoft Office, Sales Management, Negotiation, Continuous Improvement, Microsoft Excel, Strategic Planning, Product Development, New Business Development, Sales, Team Building, Process Improvement, Vehicles, Management, Engineering, Customer Satisfaction
Education
DePaul University 2013 — 2015
Bachelor’s Degree, Finance, Cum Laude 3.6 out of 4.0
Harper College 2012 — 2013
General Education, 3.7 out of 4.0
Triton College 2010 — 2011
Associate of Applied Science Degree, Automotive management, 3.3 out of 4.0
Jennifer Mathew's Nuveen Investments Experience June 2012 - February 2013
Job Consultant at Northern Trust Hedge Fund Services
Industry Accounting
Experience
Northern Trust Hedge Fund Services February 2014 - Present
DPU: Food For Education June 2013 - June 2014
Northern Trust June 2013 - August 2013
DPU: Food For Education February 2013 - June 2013
Nuveen Investments June 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Analysis
Education
DePaul University 2011 — 2014
Accounting and Finance
Northern Trust Hedge Fund Services February 2014 - Present
DPU: Food For Education June 2013 - June 2014
Northern Trust June 2013 - August 2013
DPU: Food For Education February 2013 - June 2013
Nuveen Investments June 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Analysis
Education
DePaul University 2011 — 2014
Accounting and Finance
Tracey Correia Brosnan's Nuveen Investments Experience May 1997 - November 1998
Job VP IS Development at Federal Farm Credit Banks Funding Corporation
Industry Capital Markets
Experience
Federal Farm Credit Banks Funding Corporation November 1998 - Present
Nuveen Investments May 1997 - November 1998
Andersen Consulting July 1995 - May 1997
Skills
Software Project..., Disaster Recovery, Department Budgeting, Strategic Planning, Full SDLC, Agile Methodologies, Staff Supervision, Software Selection, Software Licensing
Education
DePaul University 1993 — 1995
Bachelor of Science, Mathematics and Computer Science
University College Cork 1992 — 1993
Mathematics and Computer Science
DePaul University 1990 — 1992
Mathematics and Computer Science
Federal Farm Credit Banks Funding Corporation November 1998 - Present
Nuveen Investments May 1997 - November 1998
Andersen Consulting July 1995 - May 1997
Skills
Software Project..., Disaster Recovery, Department Budgeting, Strategic Planning, Full SDLC, Agile Methodologies, Staff Supervision, Software Selection, Software Licensing
Education
DePaul University 1993 — 1995
Bachelor of Science, Mathematics and Computer Science
University College Cork 1992 — 1993
Mathematics and Computer Science
DePaul University 1990 — 1992
Mathematics and Computer Science
Julie Bialek's Nuveen Investments Experience September 1989 - March 2008
Job Salesforce Administrator
Industry Nonprofit Organization Management
Experience
Foundation 46 March 2015 - Present
CCSD 46 November 2012 - Present
Nuveen Investments September 1989 - March 2008
Skills
Salesforce.com, CRM, Management, Consulting, Business Analysis, Vendor Management, Financial Analysis, Financial Services, Nonprofits, Strategic Planning, Investments
Education
DePaul University
Bachelor's degree, Finance, General
Foundation 46 March 2015 - Present
CCSD 46 November 2012 - Present
Nuveen Investments September 1989 - March 2008
Skills
Salesforce.com, CRM, Management, Consulting, Business Analysis, Vendor Management, Financial Analysis, Financial Services, Nonprofits, Strategic Planning, Investments
Education
DePaul University
Bachelor's degree, Finance, General
Alan Berkshire's Nuveen Investments Experience September 1997 - July 2009
Job Senior Leader with broad Investment Management and Legal Management experience
Industry Investment Management
Experience
Religare Global Asset Management, Inc. June 2011 - November 2013
Estancia Capital Management September 2009 - June 2011
Nuveen Investments September 1997 - July 2009
Kirkland & Ellis LLP June 1986 - August 1997
Education
Columbia University in the City of New York 1983 — 1986
Doctor of Law (J.D.)
University of Michigan 1978 — 1982
Bachelor of Science (B.S.), Architecture
Religare Global Asset Management, Inc. June 2011 - November 2013
Estancia Capital Management September 2009 - June 2011
Nuveen Investments September 1997 - July 2009
Kirkland & Ellis LLP June 1986 - August 1997
Education
Columbia University in the City of New York 1983 — 1986
Doctor of Law (J.D.)
University of Michigan 1978 — 1982
Bachelor of Science (B.S.), Architecture
Dan Dotter's Nuveen Investments Experience March 2005 - May 2013
Job
Industry Accounting
Experience
Nuveen Investments March 2005 - May 2013
Rubicon Resources, LLC June 2002 - December 2004
Samuel Strapping Systems December 1994 - March 2002
Education
Columbus State Community College 1991 — 1994
Accounting and Business/Management
Gahanna Lincoln
Nuveen Investments March 2005 - May 2013
Rubicon Resources, LLC June 2002 - December 2004
Samuel Strapping Systems December 1994 - March 2002
Education
Columbus State Community College 1991 — 1994
Accounting and Business/Management
Gahanna Lincoln
James Klinger's Nuveen Investments Experience June 2000 - March 2006
Job Senior Equity Trader at Penn Capital Management
Industry Investment Management
Experience
PENN Capital Management March 2006 - Present
Nuveen Investments June 2000 - March 2006
Merrill Lynch June 1998 - June 2000
Skills
Portfolio Management, Equities, Investments, Trading
Education
Temple University 2002 — 2005
Master of Business Administration (M.B.A.), Finance
DeSales University 1994 — 1998
Bachelor of Science (B.S.), Finance
PENN Capital Management March 2006 - Present
Nuveen Investments June 2000 - March 2006
Merrill Lynch June 1998 - June 2000
Skills
Portfolio Management, Equities, Investments, Trading
Education
Temple University 2002 — 2005
Master of Business Administration (M.B.A.), Finance
DeSales University 1994 — 1998
Bachelor of Science (B.S.), Finance
Daniel Dunnigan's Nuveen Investments Experience February 2013 - Present
Job
Industry Financial Services
Experience
Nuveen Investments February 2013 - Present
Nuveen Investments October 2009 - February 2013
U.S. Bank September 2008 - October 2009
Chicago Board of Trade January 2008 - August 2008
UBS August 2007 - December 2007
Education
Loyola University Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
DePaul University 2004 — 2008
Bachelor's Degree, Economics
Nuveen Investments February 2013 - Present
Nuveen Investments October 2009 - February 2013
U.S. Bank September 2008 - October 2009
Chicago Board of Trade January 2008 - August 2008
UBS August 2007 - December 2007
Education
Loyola University Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
DePaul University 2004 — 2008
Bachelor's Degree, Economics
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group