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
Kathleen Jerding-Stern Kathleen Jerding-Stern's Nuveen Investments Experience 1988 - 1990
Job CFO at Lulu London, LLC
Industry Financial Services
Experience
Lulu London, LLC November 2011 - Present
Jerding Financial Services May 1998 - Present
JVS Mortgage 1994 - 1996
Berlin Packaging 1990 - 1993
Nuveen Investments 1988 - 1990
Skills
Small Business, Accounting, Social Media Marketing, Strategic Financial..., Tax, Tax Preparation, Bookkeeping, Insurance, Finance, Investments, Retirement Planning, Mutual Funds, Retirement, Financial Reporting, QuickBooks, Budgets, Fixed Annuities, Financial Planning, Accounts Payable, Payroll
Education
Illinois Institute of Technology 1990 — 1993
MS, Operations Management
Governors State University 1986 — 1988
Bachelor of Science (B.S.), Accounting and Business/Management
Lulu London, LLC November 2011 - Present
Jerding Financial Services May 1998 - Present
JVS Mortgage 1994 - 1996
Berlin Packaging 1990 - 1993
Nuveen Investments 1988 - 1990
Skills
Small Business, Accounting, Social Media Marketing, Strategic Financial..., Tax, Tax Preparation, Bookkeeping, Insurance, Finance, Investments, Retirement Planning, Mutual Funds, Retirement, Financial Reporting, QuickBooks, Budgets, Fixed Annuities, Financial Planning, Accounts Payable, Payroll
Education
Illinois Institute of Technology 1990 — 1993
MS, Operations Management
Governors State University 1986 — 1988
Bachelor of Science (B.S.), Accounting and Business/Management
Kyle Gubbins Kyle Gubbins's Nuveen Investments Experience April 2015 - Present
Job Corporate Recruiter
Industry Investment Management
Experience
Nuveen Investments April 2015 - Present
Oak Forest High School October 2011 - Present
Chopper Trading June 2010 - January 2015
Saint Joseph High School November 2004 - June 2011
Robert Half Technology April 2006 - May 2010
Abanco International April 2003 - April 2006
Skills
College Recruiting, Applicant Tracking..., Options, C++, Microsoft Excel, IT Recruitment, Vendor Relationships, Sourcing, Technical Recruiting, Graduate Recruitment, Onboarding, Building Relationships, 3rd Party Relationships, iCIMS, Talent Acquisition, Financial Services, Full-life Cycle..., Internet Recruiting, Qualifying Candidates, Candidate Retention, Recruiting
Education
Elmhurst College
Bachelor's degree, GPA 3.4
Saint Joseph High School
Honors
Nuveen Investments April 2015 - Present
Oak Forest High School October 2011 - Present
Chopper Trading June 2010 - January 2015
Saint Joseph High School November 2004 - June 2011
Robert Half Technology April 2006 - May 2010
Abanco International April 2003 - April 2006
Skills
College Recruiting, Applicant Tracking..., Options, C++, Microsoft Excel, IT Recruitment, Vendor Relationships, Sourcing, Technical Recruiting, Graduate Recruitment, Onboarding, Building Relationships, 3rd Party Relationships, iCIMS, Talent Acquisition, Financial Services, Full-life Cycle..., Internet Recruiting, Qualifying Candidates, Candidate Retention, Recruiting
Education
Elmhurst College
Bachelor's degree, GPA 3.4
Saint Joseph High School
Honors
Dana Garber's Nuveen Investments Experience May 2015 - Present
Job Senior Financial Accountant at Nuveen Investments
Industry Accounting
Experience
Nuveen Investments May 2015 - Present
Nuveen Investments July 2014 - May 2015
KPMG US October 2012 - July 2014
Caterpillar Inc. May 2011 - August 2011
State Farm May 2010 - August 2010
Skills
Accounting, Auditing, US GAAP, GAAP, SEC filings, Assurance, Internal Controls, CPA, Investment Management, Banking, Financial Accounting, Finance, Big 4, Financial Analysis, Financial Statement..., IFRS, Compensation & Benefits
Education
Illinois State University 2009 — 2012
BS/MPA, Accounting
Nuveen Investments May 2015 - Present
Nuveen Investments July 2014 - May 2015
KPMG US October 2012 - July 2014
Caterpillar Inc. May 2011 - August 2011
State Farm May 2010 - August 2010
Skills
Accounting, Auditing, US GAAP, GAAP, SEC filings, Assurance, Internal Controls, CPA, Investment Management, Banking, Financial Accounting, Finance, Big 4, Financial Analysis, Financial Statement..., IFRS, Compensation & Benefits
Education
Illinois State University 2009 — 2012
BS/MPA, Accounting
Alex Bender, CFA Alex Bender, CFA's Nuveen Investments Experience March 2007 - September 2007
Job Investment Manager at PlanStrong Investment Management
Industry Investment Management
Experience
PlanStrong Investment Management September 2010 - Present
BlackRock March 2009 - October 2009
Hirtle, Callaghan & Co. March 2008 - September 2008
Nuveen Investments March 2007 - September 2007
Skills
Private Equity, Investments, Fixed Income, Mutual Funds, Asset Management, Portfolio Management, Equities, Tactical Asset..., Options Strategies, Hedge Funds, Wealth Management, Equity Research, Asset Allocation, Alternative Investments, Fund Of Funds
Education
Drexel University - College of Business and Administration 2005 — 2010
Bachelor of Science in Business Administration (magna cum laude), Finance Concentration
Drexel University: Pennoni Honors College 2005 — 2010
Bachelor of Science in Business Administration, Finance Concentration
Mercersburg Academy 2003 — 2005
PlanStrong Investment Management September 2010 - Present
BlackRock March 2009 - October 2009
Hirtle, Callaghan & Co. March 2008 - September 2008
Nuveen Investments March 2007 - September 2007
Skills
Private Equity, Investments, Fixed Income, Mutual Funds, Asset Management, Portfolio Management, Equities, Tactical Asset..., Options Strategies, Hedge Funds, Wealth Management, Equity Research, Asset Allocation, Alternative Investments, Fund Of Funds
Education
Drexel University - College of Business and Administration 2005 — 2010
Bachelor of Science in Business Administration (magna cum laude), Finance Concentration
Drexel University: Pennoni Honors College 2005 — 2010
Bachelor of Science in Business Administration, Finance Concentration
Mercersburg Academy 2003 — 2005
Cindy Rowland's Nuveen Investments Experience 1981 - 1984
Job Senior Financial Advisor | Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Morgan Stanley Wealth Management July 2008 - March 2012
State Farm August 2002 - April 2008
Lincoln Financial Group December 2000 - August 2002
Rowland Family Management November 1996 - November 2000
Hill Design April 1990 - September 1996
Enterprise Capital 1987 - 1990
VanKampen 1984 - 1987
Nuveen Investments 1981 - 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63, IRAs, Multi-generational..., Building Relationships, Estate Planning
Education
Xavier University 2013 — 2016
Bachelor of Arts (BA)
Florida International University 1980 — 1981
Miami International University of Art and Design 1977 — 1979
Associate of Arts (AA)
Merrill Lynch March 2012 - Present
Morgan Stanley Wealth Management July 2008 - March 2012
State Farm August 2002 - April 2008
Lincoln Financial Group December 2000 - August 2002
Rowland Family Management November 1996 - November 2000
Hill Design April 1990 - September 1996
Enterprise Capital 1987 - 1990
VanKampen 1984 - 1987
Nuveen Investments 1981 - 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63, IRAs, Multi-generational..., Building Relationships, Estate Planning
Education
Xavier University 2013 — 2016
Bachelor of Arts (BA)
Florida International University 1980 — 1981
Miami International University of Art and Design 1977 — 1979
Associate of Arts (AA)
Carol Graves, CPA, CFA Carol Graves, CPA, CFA's Nuveen Investments Experience 2006 - 2012
Job Investment Professional: Data Management, Business Analysis
Industry Investment Management
Experience
Nuveen Investments 2006 - 2012
Nuveen Investments 2005 - 2006
Nuveen Investments 2003 - 2005
Metropolitan West Asset Management 2001 - 2002
InvestorForce (Asset Strategy Consulting) 2000 - 2001
InvestorForce (Asset Strategy Consulting) 2000 - 2000
Ernst & Young 1997 - 2000
Skills
Financial Analysis, Software Documentation, CRM, Operations Research, Training, Data Management, Client Service, Financial Reporting, Variance Analysis, Budget Forecasts, Documentation, Bloomberg, Charles River, ProTrak, SimCorp Dimension, Analysis, Risk Management, Portfolio Management, Financial Services, Management, Auditing, MS Project, MS Excel Pivot Tables, MS Office
Education
The University of Chicago Booth School of Business
MBA, Statistics / Finance
Georgetown University
BSBA, Accounting / Computer Science
Nuveen Investments 2006 - 2012
Nuveen Investments 2005 - 2006
Nuveen Investments 2003 - 2005
Metropolitan West Asset Management 2001 - 2002
InvestorForce (Asset Strategy Consulting) 2000 - 2001
InvestorForce (Asset Strategy Consulting) 2000 - 2000
Ernst & Young 1997 - 2000
Skills
Financial Analysis, Software Documentation, CRM, Operations Research, Training, Data Management, Client Service, Financial Reporting, Variance Analysis, Budget Forecasts, Documentation, Bloomberg, Charles River, ProTrak, SimCorp Dimension, Analysis, Risk Management, Portfolio Management, Financial Services, Management, Auditing, MS Project, MS Excel Pivot Tables, MS Office
Education
The University of Chicago Booth School of Business
MBA, Statistics / Finance
Georgetown University
BSBA, Accounting / Computer Science
Nick Photikarm Nick Photikarm's Nuveen Investments Experience March 2007 - June 2011
Job Senior Procurement & Strategic Sourcing Executive
Industry Information Technology and Services
Experience
Walgreens June 2011 - June 2015
Nuveen Investments March 2007 - June 2011
United Airlines June 2005 - March 2007
Sears Roebuck & Co. June 2004 - June 2005
Sears Roebuck & Co. April 2001 - June 2004
Skills
Vendor Management, Management, Strategic Sourcing, Process Improvement, Purchasing, Leadership, Business Analysis, Procurement, Program Management, Business Process..., Cross-functional Team..., Change Management, Contract Management, Negotiation, IT Service Management, SDLC, Project Management, Strategy, IT Strategy, Strategic Planning, Information Technology, Consulting, CRM, Business Intelligence, Contract Negotiation, Team Leadership, Outsourcing, Business Process, Team Building, Integration, Relationship Management, Coaching, Operations Management, Retail, Professional Services, Project Planning, Customer Service, IT Management, Sales, Business Development, Business Strategy, Requirements Analysis, Enterprise Software, Inventory Management, Analysis, Risk Management, Project Portfolio..., Forecasting, New Business Development, Budgets
Education
Illinois State University 1988 — 1992
BS, Political Science - Legal Studies minor
Walgreens June 2011 - June 2015
Nuveen Investments March 2007 - June 2011
United Airlines June 2005 - March 2007
Sears Roebuck & Co. June 2004 - June 2005
Sears Roebuck & Co. April 2001 - June 2004
Skills
Vendor Management, Management, Strategic Sourcing, Process Improvement, Purchasing, Leadership, Business Analysis, Procurement, Program Management, Business Process..., Cross-functional Team..., Change Management, Contract Management, Negotiation, IT Service Management, SDLC, Project Management, Strategy, IT Strategy, Strategic Planning, Information Technology, Consulting, CRM, Business Intelligence, Contract Negotiation, Team Leadership, Outsourcing, Business Process, Team Building, Integration, Relationship Management, Coaching, Operations Management, Retail, Professional Services, Project Planning, Customer Service, IT Management, Sales, Business Development, Business Strategy, Requirements Analysis, Enterprise Software, Inventory Management, Analysis, Risk Management, Project Portfolio..., Forecasting, New Business Development, Budgets
Education
Illinois State University 1988 — 1992
BS, Political Science - Legal Studies minor
Chris Carriger Chris Carriger's Nuveen Investments Experience August 2014 - Present
Job
Industry
Experience
Nuveen Investments August 2014 - Present
Skills
Management, Microsoft Office
Education
Hannibal-Lagrange College 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Nuveen Investments August 2014 - Present
Skills
Management, Microsoft Office
Education
Hannibal-Lagrange College 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Raymond Lesher Raymond Lesher's Nuveen Investments Experience January 2011 - Present
Job AVP / Lead Business Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
FAF Advisors 2007 - December 2010
Dimensional Fund Advisors 2007 - 2007
Skills
Trading Systems, Charles River IMS, Business Analysis, SDLC, Fixed Income, Requirements Analysis, Agile Methodologies, .NET, Business Intelligence, Architectures, Integration, WCF, Asset Management, Architecture, Business Requirements, Technical Architecture, Systems Analysis, Software Project..., Vendor Management, Securities, Order Management, Trading, IT Strategy, Requirements Gathering
Education
Hamline University School of Law 1994 — 1997
Doctor of Law (J.D.)
Syracuse University - Maxwell School of Citizenship and Public Affairs 1990 — 1994
Bachelor of Arts (B.A.), History
Punahou School 1984 — 1990
Nuveen Investments January 2011 - Present
FAF Advisors 2007 - December 2010
Dimensional Fund Advisors 2007 - 2007
Skills
Trading Systems, Charles River IMS, Business Analysis, SDLC, Fixed Income, Requirements Analysis, Agile Methodologies, .NET, Business Intelligence, Architectures, Integration, WCF, Asset Management, Architecture, Business Requirements, Technical Architecture, Systems Analysis, Software Project..., Vendor Management, Securities, Order Management, Trading, IT Strategy, Requirements Gathering
Education
Hamline University School of Law 1994 — 1997
Doctor of Law (J.D.)
Syracuse University - Maxwell School of Citizenship and Public Affairs 1990 — 1994
Bachelor of Arts (B.A.), History
Punahou School 1984 — 1990
Joe Tigan's Nuveen Investments Experience April 2011 - August 2012
Job Director, Investment Communications at Brookstone Capital Management
Industry Marketing and Advertising
Experience
Brookstone Capital Management February 2013 - Present
Nuveen Investments April 2011 - August 2012
Calamos Investments January 2007 - May 2010
Skills
Marketing Communications, Integrated Marketing, Email Marketing, Digital Marketing, Business Writing, Marketing Strategy, Corporate Communications, Project Management, Advertising, Marketing, Product Development, Direct Marketing, Editing, Management, Direct Mail, Sales, Social Media Marketing, Product Marketing, Marketing Management, Online Advertising, Analytics, CRM, Lead Generation, Copywriting, Online Marketing, Multi-channel Marketing, Brand Management, Corporate Branding, Web Analytics, Google Analytics, B2B Marketing, Competitive Analysis, SEO, Interactive Marketing, Internal Communications, Creative Direction, Brand Development, Digital Strategy, Newsletters, Collateral, Website Development, Content Strategy, Market Research
Education
University of Massachusetts, Amherst 1985 — 1988
B.A., Literature/Journalism
Illinois State University
Master's; M.A, Creative Writing; Creative Writing Program
Brookstone Capital Management February 2013 - Present
Nuveen Investments April 2011 - August 2012
Calamos Investments January 2007 - May 2010
Skills
Marketing Communications, Integrated Marketing, Email Marketing, Digital Marketing, Business Writing, Marketing Strategy, Corporate Communications, Project Management, Advertising, Marketing, Product Development, Direct Marketing, Editing, Management, Direct Mail, Sales, Social Media Marketing, Product Marketing, Marketing Management, Online Advertising, Analytics, CRM, Lead Generation, Copywriting, Online Marketing, Multi-channel Marketing, Brand Management, Corporate Branding, Web Analytics, Google Analytics, B2B Marketing, Competitive Analysis, SEO, Interactive Marketing, Internal Communications, Creative Direction, Brand Development, Digital Strategy, Newsletters, Collateral, Website Development, Content Strategy, Market Research
Education
University of Massachusetts, Amherst 1985 — 1988
B.A., Literature/Journalism
Illinois State University
Master's; M.A, Creative Writing; Creative Writing Program
Nico Miceli's Nuveen Investments Experience April 2008 - September 2008
Job Analytics Manager @ Google via Team Demystified & GDE for Google Analytics
Industry Marketing and Advertising
Experience
Google October 2014 - Present
Amway August 2014 - Present
SEER Interactive August 2011 - August 2014
Seer Interactive August 2011 - March 2013
Liquid Lightning Energy Drink September 2009 - June 2011
Morgan, Lewis & Bockius LLP April 2010 - September 2010
Denim Private Club August 2005 - June 2010
Digitas Health April 2009 - September 2009
Nuveen Investments April 2008 - September 2008
Skills
Social Media Marketing, Digital Marketing, Brand Management, Interactive Marketing, Guerrilla Marketing, User Interface Design, SEO, Google Analytics, Email Marketing, SEM, Online Advertising, Web Analytics, Facebook, Advertising, Marketing Communications, Marketing, Analytics, Internet Strategy, WordPress, Online Marketing, Blogging, Keyword Research, Google Adwords, Event Planning, PPC
Education
Drexel University 2007 — 2011
Bachelor of Science, Business Administration, Concentration: Marketing
Google October 2014 - Present
Amway August 2014 - Present
SEER Interactive August 2011 - August 2014
Seer Interactive August 2011 - March 2013
Liquid Lightning Energy Drink September 2009 - June 2011
Morgan, Lewis & Bockius LLP April 2010 - September 2010
Denim Private Club August 2005 - June 2010
Digitas Health April 2009 - September 2009
Nuveen Investments April 2008 - September 2008
Skills
Social Media Marketing, Digital Marketing, Brand Management, Interactive Marketing, Guerrilla Marketing, User Interface Design, SEO, Google Analytics, Email Marketing, SEM, Online Advertising, Web Analytics, Facebook, Advertising, Marketing Communications, Marketing, Analytics, Internet Strategy, WordPress, Online Marketing, Blogging, Keyword Research, Google Adwords, Event Planning, PPC
Education
Drexel University 2007 — 2011
Bachelor of Science, Business Administration, Concentration: Marketing
Deepesh Srivastava Deepesh Srivastava's Nuveen Investments Experience 2014 - Present
Job Vice President at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments 2014 - Present
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, (Finance, Accounting, Entrepreneurship)
Indian Institute of Technology, Bombay
M.S, Computer Science
Nuveen Investments 2014 - Present
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, (Finance, Accounting, Entrepreneurship)
Indian Institute of Technology, Bombay
M.S, Computer Science
Jack Boyd Jack Boyd's Nuveen Investments Experience August 2013 - Present
Job Fund Administrator at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2013 - Present
Skills
VBA, SQL, WordPress, HTML, CSS, Cisco Technologies, IPv6, Network Design, RFID applications, Microsoft Office, Financial Analysis, Risk Management, Financial Reporting, Investment Management, Time Management, Highly detail oriented, Human Resources, Marketing, Data Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
Bachelor's, Finance and Management Information Systems
Eastern Illinois University 2009 — 2011
Business
Marist High School 2005 — 2009
Nuveen Investments August 2013 - Present
Skills
VBA, SQL, WordPress, HTML, CSS, Cisco Technologies, IPv6, Network Design, RFID applications, Microsoft Office, Financial Analysis, Risk Management, Financial Reporting, Investment Management, Time Management, Highly detail oriented, Human Resources, Marketing, Data Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
Bachelor's, Finance and Management Information Systems
Eastern Illinois University 2009 — 2011
Business
Marist High School 2005 — 2009
Ankit Harpaldas Ankit Harpaldas's Nuveen Investments Experience April 2009 - September 2009
Job Founder at Porter21
Industry Financial Services
Experience
Porter21 November 2014 - Present
Nomura Securities October 2013 - 2014
Goldman Sachs December 2012 - September 2013
BlackRock April 2011 - September 2011
Hamilton Lane April 2010 - September 2010
Nuveen Investments April 2009 - September 2009
Skills
Bloomberg Terminal, Fixed Income, Equity Research, Hedge Funds, Valuation, Derivatives, Microsoft Office, Bloomberg, Financial Modeling, Portfolio Management, Financial Analysis, Mutual Funds, Trading, Investments, Finance, Asset Management, Equities, Private Equity, Financial Markets, Analysis, DCF, Financial Reporting, Bonds
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelor's Degree, Finance
Porter21 November 2014 - Present
Nomura Securities October 2013 - 2014
Goldman Sachs December 2012 - September 2013
BlackRock April 2011 - September 2011
Hamilton Lane April 2010 - September 2010
Nuveen Investments April 2009 - September 2009
Skills
Bloomberg Terminal, Fixed Income, Equity Research, Hedge Funds, Valuation, Derivatives, Microsoft Office, Bloomberg, Financial Modeling, Portfolio Management, Financial Analysis, Mutual Funds, Trading, Investments, Finance, Asset Management, Equities, Private Equity, Financial Markets, Analysis, DCF, Financial Reporting, Bonds
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelor's Degree, Finance
Lisa Weller Lisa Weller's Nuveen Investments Experience June 2015 - Present
Job VP, IT Senior Manager, Middle Office Applications
Industry Information Technology and Services
Experience
Nuveen Investments June 2015 - Present
Northern Trust Corporation 1990 - 2015
Skills
Banking, SDLC, Requirements Analysis, IT Strategy, Vendor Management, IT Management, Business Analysis, Process Improvement, Enterprise Architecture, Software Project..., Risk Management, Portfolio Management, Strategic Planning, Business Intelligence, Financial Services, Program Management, Agile Methodologies, Business Process..., Cross-functional Team...
Education
Illinois State University 1985 — 1989
Bachelor's Degree
Nuveen Investments June 2015 - Present
Northern Trust Corporation 1990 - 2015
Skills
Banking, SDLC, Requirements Analysis, IT Strategy, Vendor Management, IT Management, Business Analysis, Process Improvement, Enterprise Architecture, Software Project..., Risk Management, Portfolio Management, Strategic Planning, Business Intelligence, Financial Services, Program Management, Agile Methodologies, Business Process..., Cross-functional Team...
Education
Illinois State University 1985 — 1989
Bachelor's Degree
Jillian Kats Jillian Kats's Nuveen Investments Experience August 2013 - March 2014
Job Accounting Consultant SOX Business Liaison at CNA
Industry Financial Services
Experience
CNA March 2014 - Present
Nuveen Investments August 2013 - March 2014
Nuveen Investments March 2011 - August 2013
Nuveen Investments June 2008 - March 2011
Accenture June 2007 - August 2007
Skills
Bloomberg, Microsoft Excel, Portia, Fixed Income Analysis, Municipal Bonds, Analysis, Valuation, Mutual Funds, Investments
Education
Illinois State University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
CNA March 2014 - Present
Nuveen Investments August 2013 - March 2014
Nuveen Investments March 2011 - August 2013
Nuveen Investments June 2008 - March 2011
Accenture June 2007 - August 2007
Skills
Bloomberg, Microsoft Excel, Portia, Fixed Income Analysis, Municipal Bonds, Analysis, Valuation, Mutual Funds, Investments
Education
Illinois State University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Carla L Harris Carla L Harris's Nuveen Investments Experience November 1999 - March 2012
Job Senior Compliance Manager
Industry Financial Services
Experience
Altegris Investments April 2012 - Present
Nuveen Investments November 1999 - March 2012
Stein Roe Mutual Funds May 1998 - November 1999
Stein Roe Mutual Funds December 1992 - April 1998
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Series 7, Investments, Series 63, Securities, Investment Company Act, Investment Advisers Act, Series 3, 7, 24 & 63..., Series 24, Separately Managed..., Fixed Income, Equities, Asset Managment, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Bloomberg, Uniform Combined State..., FINRA
Education
Drake University
Bachelor of Science, Business Administration/Finance
Altegris Investments April 2012 - Present
Nuveen Investments November 1999 - March 2012
Stein Roe Mutual Funds May 1998 - November 1999
Stein Roe Mutual Funds December 1992 - April 1998
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Series 7, Investments, Series 63, Securities, Investment Company Act, Investment Advisers Act, Series 3, 7, 24 & 63..., Series 24, Separately Managed..., Fixed Income, Equities, Asset Managment, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Bloomberg, Uniform Combined State..., FINRA
Education
Drake University
Bachelor of Science, Business Administration/Finance
Brian Rohr, CPA's Nuveen Investments Experience November 2013 - Present
Job Product Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments November 2013 - Present
Nuveen Investments October 2011 - November 2013
KPMG LLP November 2009 - October 2011
Invesco Ltd. June 2008 - August 2008
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelors of Science, Accounting, Finance
Nuveen Investments November 2013 - Present
Nuveen Investments October 2011 - November 2013
KPMG LLP November 2009 - October 2011
Invesco Ltd. June 2008 - August 2008
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelors of Science, Accounting, Finance
James Gorrell James Gorrell's Nuveen Investments Experience March 2015 - Present
Job AVP, National Accounts at Nuveen Investments | MBA Candidate at The University of Chicago Booth School of Business
Industry Investment Management
Experience
Nuveen Investments March 2015 - Present
Nuveen Investments September 2012 - Present
Nuveen Investments February 2012 - September 2012
Nuveen Investments October 2009 - February 2012
Skills
Series 7, Series 66
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Illinois Wesleyan University 2005 — 2009
Bachelor of Arts (B.A.), Business Administration (Finance)
Nuveen Investments March 2015 - Present
Nuveen Investments September 2012 - Present
Nuveen Investments February 2012 - September 2012
Nuveen Investments October 2009 - February 2012
Skills
Series 7, Series 66
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Illinois Wesleyan University 2005 — 2009
Bachelor of Arts (B.A.), Business Administration (Finance)
Judy Neuman's Nuveen Investments Experience March 1991 - December 1998
Job Vice President of Marketing and Business Development at Resource Management Partners
Industry Marketing and Advertising
Experience
Resource Management Partners October 2014 - Present
Ice Miller LLP January 2014 - October 2014
Resource Management Partners 2013 - January 2014
Heasley & Partners May 2011 - 2013
Squire, Sanders & Dempsey January 2004 - May 2011
Media Impressions, Inc. January 2003 - November 2003
One America Financial Services (formerly American United Life) March 2001 - November 2003
State Auto Insurance March 1999 - August 2000
Montgomery, Zuckerman & Davis, Inc. (MZD) January 1999 - March 1999
Nuveen Investments March 1991 - December 1998
Skills
Marketing Communications, Strategy, Market Research, Brand Development, Business Development, Marketing, Strategic Planning, Brand Management, Coaching, Project Management, Public Relations, Marketing Strategy, Social Media, CRM, Event Planning, Marketing Management, Relationship Marketing, Building Relationships, Email Marketing, Advertising, SEO, Direct Marketing, Management, Strategic Communications, Copywriting, New Business Development, Event Management, Sales
Education
Social Media Marketing University 2013 — 2013
Social Media Strategist
Eastern Illinois University
B.A., Communications; Sociology
Loyola University of Chicago
M.S., Education (23 hours)
Resource Management Partners October 2014 - Present
Ice Miller LLP January 2014 - October 2014
Resource Management Partners 2013 - January 2014
Heasley & Partners May 2011 - 2013
Squire, Sanders & Dempsey January 2004 - May 2011
Media Impressions, Inc. January 2003 - November 2003
One America Financial Services (formerly American United Life) March 2001 - November 2003
State Auto Insurance March 1999 - August 2000
Montgomery, Zuckerman & Davis, Inc. (MZD) January 1999 - March 1999
Nuveen Investments March 1991 - December 1998
Skills
Marketing Communications, Strategy, Market Research, Brand Development, Business Development, Marketing, Strategic Planning, Brand Management, Coaching, Project Management, Public Relations, Marketing Strategy, Social Media, CRM, Event Planning, Marketing Management, Relationship Marketing, Building Relationships, Email Marketing, Advertising, SEO, Direct Marketing, Management, Strategic Communications, Copywriting, New Business Development, Event Management, Sales
Education
Social Media Marketing University 2013 — 2013
Social Media Strategist
Eastern Illinois University
B.A., Communications; Sociology
Loyola University of Chicago
M.S., Education (23 hours)
Cynthia G. Resser Cynthia G. Resser's Nuveen Investments Experience December 2011 - November 2013
Job Business Development Specialist at Schiff Hardin LLP
Industry Writing and Editing
Experience
Schiff Hardin LLP December 2014 - Present
Taproot Foundation July 2014 - Present
Turn A Phrase Consulting, Inc. November 2013 - November 2014
Nuveen Investments December 2011 - November 2013
Mesirow Advanced Strategies, Inc. June 2009 - November 2011
McDermott Will and Emery May 2007 - February 2009
Jones Lang LaSalle March 2003 - May 2007
Brightpoint May 2000 - August 2002
Skills
Business Development, Strategic Planning, Brand Management, Editing, Grant Writing, Employee Management, Interfaces, Marketing, Management, Proposal Writing, Marketing Communications, Marketing Strategy, Relationship Management, Strategic Communications, Project Management, Market Research, Corporate Communications
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA, Marketing
Wesleyan University 1988 — 1992
BA, Philosophy
Highland Park High School 1984 — 1988
Schiff Hardin LLP December 2014 - Present
Taproot Foundation July 2014 - Present
Turn A Phrase Consulting, Inc. November 2013 - November 2014
Nuveen Investments December 2011 - November 2013
Mesirow Advanced Strategies, Inc. June 2009 - November 2011
McDermott Will and Emery May 2007 - February 2009
Jones Lang LaSalle March 2003 - May 2007
Brightpoint May 2000 - August 2002
Skills
Business Development, Strategic Planning, Brand Management, Editing, Grant Writing, Employee Management, Interfaces, Marketing, Management, Proposal Writing, Marketing Communications, Marketing Strategy, Relationship Management, Strategic Communications, Project Management, Market Research, Corporate Communications
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA, Marketing
Wesleyan University 1988 — 1992
BA, Philosophy
Highland Park High School 1984 — 1988
Patrick Schloss Patrick Schloss's Nuveen Investments Experience September 2003 - Present
Job Managing Director at Nuveen Investments, Inc.
Industry Investment Management
Experience
Nuveen Investments September 2003 - Present
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Equities, Asset Management, Fixed Income, Investment Strategies
Education
Fordham University - Graduate School of Business Administration 1997 — 1999
Master of Business Administration (M.B.A.), Finance and Marketing
Villanova University 1986 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Nuveen Investments September 2003 - Present
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Equities, Asset Management, Fixed Income, Investment Strategies
Education
Fordham University - Graduate School of Business Administration 1997 — 1999
Master of Business Administration (M.B.A.), Finance and Marketing
Villanova University 1986 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Courtney B. Collins's Nuveen Investments Experience May 2007 - August 2010
Job Consultant at Clean Energy Trust
Industry Nonprofit Organization Management
Experience
Clean Energy Trust February 2015 - Present
University of Illinois at Chicago October 2012 - September 2014
SocialCanvas January 2012 - August 2012
Clean Energy Trust December 2010 - August 2012
Nuveen Investments May 2007 - August 2010
Bank of America June 2004 - December 2006
National Futures Association June 2003 - June 2004
Skills
Business Strategy, Portfolio Management, Economics, Financial Analysis, Project Management, Writing and Creative, Entrepreneurship, Social Entrepreneurship, Energy, Business Writing and..., Technology, University Research, Non-Profit, Research, Nonprofits, Leadership, Management, Strategic Planning, Competitive Analysis, Data Analysis, Finance, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Strategy, Start-ups, Analytics, Equities
Education
University of Chicago 2010 — 2012
MBA, Booth School of Business, Economics, Entrepreneurship, Strategy, Managerial and Organizational Behavior, General Management.
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science, College of Business, Finance
ESCP Europe / ESCP-EAP 2001 — 2001
Management, Finance
Hinsdale Central High School
Clean Energy Trust February 2015 - Present
University of Illinois at Chicago October 2012 - September 2014
SocialCanvas January 2012 - August 2012
Clean Energy Trust December 2010 - August 2012
Nuveen Investments May 2007 - August 2010
Bank of America June 2004 - December 2006
National Futures Association June 2003 - June 2004
Skills
Business Strategy, Portfolio Management, Economics, Financial Analysis, Project Management, Writing and Creative, Entrepreneurship, Social Entrepreneurship, Energy, Business Writing and..., Technology, University Research, Non-Profit, Research, Nonprofits, Leadership, Management, Strategic Planning, Competitive Analysis, Data Analysis, Finance, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Strategy, Start-ups, Analytics, Equities
Education
University of Chicago 2010 — 2012
MBA, Booth School of Business, Economics, Entrepreneurship, Strategy, Managerial and Organizational Behavior, General Management.
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science, College of Business, Finance
ESCP Europe / ESCP-EAP 2001 — 2001
Management, Finance
Hinsdale Central High School
Andrés Posada Andrés Posada's Nuveen Investments Experience July 2007 - August 2012
Job Senior Investment Analyst at Towers Watson
Industry Financial Services
Experience
Towers Watson April 2015 - Present
Towers Watson August 2012 - April 2015
Nuveen Investments July 2007 - August 2012
Franklin Templeton Investments July 2006 - July 2007
Morgan Stanley January 2006 - April 2006
Skills
Mutual Funds, Investments, Financial Analysis, Accounting, Business Analysis, Finance, Microsoft Excel, Financial Reporting, Financial Modeling, Bloomberg, P&L Analysis, Financial Forecasting, Oracle Applications, Hyperion Reports, Brio Reports, PeopleSoft, Budgeting and..., Financial Operations, Pension Administration, Hedge Funds, Analysis
Education
Northwestern University 2014 — 2015
Post-Baccalaureate Certificate, Finance
Florida Atlantic University 2002 — 2006
Bachelor’s Degree, Finance
Towers Watson April 2015 - Present
Towers Watson August 2012 - April 2015
Nuveen Investments July 2007 - August 2012
Franklin Templeton Investments July 2006 - July 2007
Morgan Stanley January 2006 - April 2006
Skills
Mutual Funds, Investments, Financial Analysis, Accounting, Business Analysis, Finance, Microsoft Excel, Financial Reporting, Financial Modeling, Bloomberg, P&L Analysis, Financial Forecasting, Oracle Applications, Hyperion Reports, Brio Reports, PeopleSoft, Budgeting and..., Financial Operations, Pension Administration, Hedge Funds, Analysis
Education
Northwestern University 2014 — 2015
Post-Baccalaureate Certificate, Finance
Florida Atlantic University 2002 — 2006
Bachelor’s Degree, Finance
Randy Antonuccio Randy Antonuccio's Nuveen Investments Experience April 2006 - September 2006
Job Financial Analyst at CDI Corporation
Industry Financial Services
Experience
CDI Corporation September 2012 - Present
MetLife June 2010 - August 2012
DuPont April 2008 - September 2008
Nuveen Investments April 2006 - September 2006
Skills
Microsoft Excel, Access, PeopleSoft, VBA, SQL, SAP, Essbase, Hyperion HFM, PowerPoint, Outlook, Lotus Notes, Microsoft Word, Statistics, Securities, Inventory Management, Macro, Financial Analysis, Bloomberg, Portfolio Management, Financial Operations, Investments, Asset Managment, Corporate Finance, Economics, Risk Management
Education
Drexel University 2004 — 2009
Bachelor of Science, Business Administration; Finance and Legal Studies, 3.4
CDI Corporation September 2012 - Present
MetLife June 2010 - August 2012
DuPont April 2008 - September 2008
Nuveen Investments April 2006 - September 2006
Skills
Microsoft Excel, Access, PeopleSoft, VBA, SQL, SAP, Essbase, Hyperion HFM, PowerPoint, Outlook, Lotus Notes, Microsoft Word, Statistics, Securities, Inventory Management, Macro, Financial Analysis, Bloomberg, Portfolio Management, Financial Operations, Investments, Asset Managment, Corporate Finance, Economics, Risk Management
Education
Drexel University 2004 — 2009
Bachelor of Science, Business Administration; Finance and Legal Studies, 3.4
Caley Burke's Nuveen Investments Experience March 2009 - September 2009
Job Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan September 2013 - Present
Davidson Trust Company June 2010 - September 2013
Nuveen Investments March 2009 - September 2009
Education
Drexel University 2006 — 2010
Bachelor of Science, Business Administration; Finance
J.P. Morgan September 2013 - Present
Davidson Trust Company June 2010 - September 2013
Nuveen Investments March 2009 - September 2009
Education
Drexel University 2006 — 2010
Bachelor of Science, Business Administration; Finance
William Wiggins William Wiggins's Nuveen Investments Experience April 2013 - Present
Job Senior Tax Accountant at Nuveen Investments
Industry Accounting
Experience
Nuveen Investments April 2013 - Present
PwC July 2011 - April 2013
PricewaterhouseCoopers September 2008 - July 2011
FL Department of Revenue November 2004 - August 2006
Education
Florida Agricultural and Mechanical University 2003 — 2008
B.S., Accounting
Nuveen Investments April 2013 - Present
PwC July 2011 - April 2013
PricewaterhouseCoopers September 2008 - July 2011
FL Department of Revenue November 2004 - August 2006
Education
Florida Agricultural and Mechanical University 2003 — 2008
B.S., Accounting
Jana (Schumann) Evink Jana (Schumann) Evink's Nuveen Investments Experience April 2012 - October 2012
Job International Business Professional
Industry International Trade and Development
Experience
Cox Insurance Associates, Inc. March 2015 - Present
Northwestern College May 2012 - Present
Wells Fargo Home Mortgage September 2013 - March 2015
Nuveen Investments April 2012 - October 2012
World Language Encounters January 2012 - September 2012
RHT Consulting July 2011 - May 2012
Associated Bank June 2008 - September 2010
Together With Friends Day Camp May 2006 - July 2010
Wal-Mart April 2005 - January 2009
Skills
Strategic Planning, Inventory Management, Team-oriented, Business Strategy, Leadership, Financial Analysis, Team Leadership, Market Research, Customer Service, Management Consulting, Business Development, Analysis, Microsoft Office, Project Management, Marketing Strategy, Negotiation, Research, International Business, Team Management, Marketing, Start-ups, Cross-functional Team..., Nonprofits, Teamwork, Time Management, Sales Management, Retail, Strategy, Entrepreneurship, Business Planning
Education
Hult International Business School 2010 — 2011
Masters, International Business
University of Northwestern - St. Paul 2005 — 2009
Bachelor's Degree, BUSINESS; minor PSYCHOLOGY
Cox Insurance Associates, Inc. March 2015 - Present
Northwestern College May 2012 - Present
Wells Fargo Home Mortgage September 2013 - March 2015
Nuveen Investments April 2012 - October 2012
World Language Encounters January 2012 - September 2012
RHT Consulting July 2011 - May 2012
Associated Bank June 2008 - September 2010
Together With Friends Day Camp May 2006 - July 2010
Wal-Mart April 2005 - January 2009
Skills
Strategic Planning, Inventory Management, Team-oriented, Business Strategy, Leadership, Financial Analysis, Team Leadership, Market Research, Customer Service, Management Consulting, Business Development, Analysis, Microsoft Office, Project Management, Marketing Strategy, Negotiation, Research, International Business, Team Management, Marketing, Start-ups, Cross-functional Team..., Nonprofits, Teamwork, Time Management, Sales Management, Retail, Strategy, Entrepreneurship, Business Planning
Education
Hult International Business School 2010 — 2011
Masters, International Business
University of Northwestern - St. Paul 2005 — 2009
Bachelor's Degree, BUSINESS; minor PSYCHOLOGY
Natalie Li's Nuveen Investments Experience September 2007 - March 2008
Job Performance & Attribution Analyst
Industry Financial Services
Experience
BlackRock August 2013 - Present
Turner Investment Partners October 2010 - September 2011
Turner Investment Partners September 2009 - May 2010
BlackRock, Inc. October 2008 - March 2009
Nuveen Investments September 2007 - March 2008
Trump Taj Mahal August 2004 - January 2005
Skills
Microsoft Office, Cantonese, SQL, Mandarin, Statistics
Education
Drexel University 2006 — 2011
Bachelor of Science in Business Administration, Business Administration
BlackRock August 2013 - Present
Turner Investment Partners October 2010 - September 2011
Turner Investment Partners September 2009 - May 2010
BlackRock, Inc. October 2008 - March 2009
Nuveen Investments September 2007 - March 2008
Trump Taj Mahal August 2004 - January 2005
Skills
Microsoft Office, Cantonese, SQL, Mandarin, Statistics
Education
Drexel University 2006 — 2011
Bachelor of Science in Business Administration, Business Administration
Anne Fleming's Nuveen Investments Experience December 1997 - March 1999
Job Marketing Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management April 2010 - Present
Standard Chartered Bank August 2006 - August 2009
Threadneedle Investments September 2004 - June 2006
Threadneedle Investments November 2001 - September 2004
Threadneedle Investments May 2000 - November 2001
Zurich Scudder Investments March 1999 - May 2000
Nuveen Investments December 1997 - March 1999
Zurich Scudder Investments February 1996 - December 1997
The Options Clearing Corporation February 1993 - February 1996
Education
Duke University 1984 — 1988
BA, Economics
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing
UBS Global Asset Management April 2010 - Present
Standard Chartered Bank August 2006 - August 2009
Threadneedle Investments September 2004 - June 2006
Threadneedle Investments November 2001 - September 2004
Threadneedle Investments May 2000 - November 2001
Zurich Scudder Investments March 1999 - May 2000
Nuveen Investments December 1997 - March 1999
Zurich Scudder Investments February 1996 - December 1997
The Options Clearing Corporation February 1993 - February 1996
Education
Duke University 1984 — 1988
BA, Economics
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing
Matthew Kaufmann Matthew Kaufmann's Nuveen Investments Experience June 2014 - August 2014
Job Incoming Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - August 2015
Emory University Goizueta Business School September 2014 - May 2015
Nuveen Investments June 2014 - August 2014
North Shore School District 112 June 2013 - March 2014
Greenwoods Camp for Boys June 2012 - August 2012
Skills
Public Speaking, Impromptu Speaking, Spanish, Teamwork, Leadership, Accounting, Microsoft Office
Education
Emory University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Strategy & Management Consulting/Accounting with Double Major in Spanish
Universidad Pontificia Comillas 2015 — 2015
International Departmental Exchange, Finance and Economics
Highland Park High School 2009 — 2013
JPMorgan Chase & Co. June 2015 - August 2015
Emory University Goizueta Business School September 2014 - May 2015
Nuveen Investments June 2014 - August 2014
North Shore School District 112 June 2013 - March 2014
Greenwoods Camp for Boys June 2012 - August 2012
Skills
Public Speaking, Impromptu Speaking, Spanish, Teamwork, Leadership, Accounting, Microsoft Office
Education
Emory University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Strategy & Management Consulting/Accounting with Double Major in Spanish
Universidad Pontificia Comillas 2015 — 2015
International Departmental Exchange, Finance and Economics
Highland Park High School 2009 — 2013
Andrew Abe Andrew Abe's Nuveen Investments Experience April 2013 - August 2015
Job Internal Wholesaler at Incapital
Industry Investment Management
Experience
Incapital August 2015 - Present
Nuveen Investments April 2013 - August 2015
Stifel Financial Corp. May 2012 - March 2013
Follett Higher Education Group, North Central College Bookstore January 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Financial Analysis, Financial Modeling, Investments, Bloomberg, Valuation, Disciplined, Result Oriented, Accounting, Forecasting, Sales
Education
Hope College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Naperville North High School 2004 — 2008
Diploma
Incapital August 2015 - Present
Nuveen Investments April 2013 - August 2015
Stifel Financial Corp. May 2012 - March 2013
Follett Higher Education Group, North Central College Bookstore January 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Financial Analysis, Financial Modeling, Investments, Bloomberg, Valuation, Disciplined, Result Oriented, Accounting, Forecasting, Sales
Education
Hope College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Naperville North High School 2004 — 2008
Diploma
Alex Marquez Alex Marquez's Nuveen Investments Experience May 2012 - July 2012
Job Desktop Architect at Activision Blizzard
Industry Entertainment
Experience
Activision January 2014 - Present
Phenomenex October 2012 - December 2013
Creative Artists Agency August 2012 - August 2012
Nuveen Investments May 2012 - July 2012
CCC Information Services February 1997 - December 2011
CCC Information Services July 1993 - February 1997
Skills
Servers, Active Directory, DNS, VPN, Software Installation, Disaster Recovery, Windows Server, TCP/IP, Visio, Lotus Notes, SAN, SQL, Troubleshooting, Documentation, Windows Server 2008, Windows, Excel, Operating Systems, VMware, System Administration, SQL Server, Technical Support, Software Documentation, Security, Networking, Microsoft Excel, Hardware, Data Center
Education
East Los Angeles College 2012 — 2012
Certificate of Completion, EHR Technical and Implementation Support Specialist
Health IT Certification 2012 — 2012
Certificate of Completion, Meaningful Use: A Mini-Course on the Medicare and Medicaid EHR Incentive Program
DeVry Institue of Technology, City of Industry CA 1990 — 1993
Bachelor of Science, Computer Information Systems
Managing a Microsoft Windows Server 2003 Environment
Certificate of Achievement, New Horizons
VMware vShpere 4.1: Install, Configure, Manage
Certificate of Completion, Global Knowledge
v2.3 Cisco CCNA 640-801 Bootcamp
Certificate of Completion, Skyline Advanced Technology Services
vAventail, Checkpoint and Genuity VPN Administration training
vDomino Lotus Notes Server Administration training
vNovell Master CNE
Certificate
Activision January 2014 - Present
Phenomenex October 2012 - December 2013
Creative Artists Agency August 2012 - August 2012
Nuveen Investments May 2012 - July 2012
CCC Information Services February 1997 - December 2011
CCC Information Services July 1993 - February 1997
Skills
Servers, Active Directory, DNS, VPN, Software Installation, Disaster Recovery, Windows Server, TCP/IP, Visio, Lotus Notes, SAN, SQL, Troubleshooting, Documentation, Windows Server 2008, Windows, Excel, Operating Systems, VMware, System Administration, SQL Server, Technical Support, Software Documentation, Security, Networking, Microsoft Excel, Hardware, Data Center
Education
East Los Angeles College 2012 — 2012
Certificate of Completion, EHR Technical and Implementation Support Specialist
Health IT Certification 2012 — 2012
Certificate of Completion, Meaningful Use: A Mini-Course on the Medicare and Medicaid EHR Incentive Program
DeVry Institue of Technology, City of Industry CA 1990 — 1993
Bachelor of Science, Computer Information Systems
Managing a Microsoft Windows Server 2003 Environment
Certificate of Achievement, New Horizons
VMware vShpere 4.1: Install, Configure, Manage
Certificate of Completion, Global Knowledge
v2.3 Cisco CCNA 640-801 Bootcamp
Certificate of Completion, Skyline Advanced Technology Services
vAventail, Checkpoint and Genuity VPN Administration training
vDomino Lotus Notes Server Administration training
vNovell Master CNE
Certificate
Harsh Baheti's Nuveen Investments Experience June 2013 - August 2013
Job Senior Consultant at Cognizant Business Consulting
Industry Banking
Experience
Cognizant Technology Solutions August 2014 - Present
Indiana University - Kelley School of Business August 2012 - May 2014
Nuveen Investments June 2013 - August 2013
HSBC Finance Corporation February 2011 - June 2012
HSBC February 2009 - February 2011
KPMG September 2007 - December 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Process Improvement, Process Management, Business Analysis, Analytics, Investor Relations, Technical Support, Hyperion Enterprise, Essbase, TM1, Summit, SharePoint, Forecasting, Management, Variance Analysis
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Management & Business Analytics
University of Illinois at Urbana-Champaign 2004 — 2008
Finance
Cognizant Technology Solutions August 2014 - Present
Indiana University - Kelley School of Business August 2012 - May 2014
Nuveen Investments June 2013 - August 2013
HSBC Finance Corporation February 2011 - June 2012
HSBC February 2009 - February 2011
KPMG September 2007 - December 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Process Improvement, Process Management, Business Analysis, Analytics, Investor Relations, Technical Support, Hyperion Enterprise, Essbase, TM1, Summit, SharePoint, Forecasting, Management, Variance Analysis
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Management & Business Analytics
University of Illinois at Urbana-Champaign 2004 — 2008
Finance
Maura Wehrle Maura Wehrle's Nuveen Investments Experience September 2008 - March 2009
Job Associate Broker at Aon Risk Solutions
Industry Insurance
Experience
Aon Risk Solutions January 2012 - Present
Aon Risk Solutions June 2011 - August 2011
Nuveen Investments September 2008 - March 2009
Skills
Microsoft Excel, PowerPoint, Access, Outlook, Microsoft Word, Microsoft Office, Accounting, Financial Accounting, Marketing, Data Analysis, Leadership, Teamwork, Market Research, Public Speaking, Insurance, Insurance Brokerage, Property & Casualty..., Property, Risk Management, Brokerage, Excess
Education
Seton Hall University 2009 — 2011
Bachelor of Science, Business Administration
Drexel University - College of Business and Administration 2007 — 2009
Accounting/Finance
Aon Risk Solutions January 2012 - Present
Aon Risk Solutions June 2011 - August 2011
Nuveen Investments September 2008 - March 2009
Skills
Microsoft Excel, PowerPoint, Access, Outlook, Microsoft Word, Microsoft Office, Accounting, Financial Accounting, Marketing, Data Analysis, Leadership, Teamwork, Market Research, Public Speaking, Insurance, Insurance Brokerage, Property & Casualty..., Property, Risk Management, Brokerage, Excess
Education
Seton Hall University 2009 — 2011
Bachelor of Science, Business Administration
Drexel University - College of Business and Administration 2007 — 2009
Accounting/Finance
Kelly Kraft, CIMA Kelly Kraft, CIMA's Nuveen Investments Experience September 1991 - September 1996
Job Director of National Accounts at Weitz Investment Management
Industry Financial Services
Experience
Weitz Investment Management January 2015 - Present
Lord Abbett September 1996 - January 2015
Nuveen Investments September 1991 - September 1996
Skills
Separately Managed..., Alternative Investments, Asset Managment, Series 24, Series 63, Series 7, Mutual Funds, Strategic Planning, Investment Strategies, Asset Allocation, Series 65, Investment Advisory, Uniform Combined State..., Equities, Asset Management, Wealth Management, Investments
Education
Illinois State University 1986 — 1990
Weitz Investment Management January 2015 - Present
Lord Abbett September 1996 - January 2015
Nuveen Investments September 1991 - September 1996
Skills
Separately Managed..., Alternative Investments, Asset Managment, Series 24, Series 63, Series 7, Mutual Funds, Strategic Planning, Investment Strategies, Asset Allocation, Series 65, Investment Advisory, Uniform Combined State..., Equities, Asset Management, Wealth Management, Investments
Education
Illinois State University 1986 — 1990
Diane Whelan Diane Whelan's Nuveen Investments Experience 2012 - Present
Job Chief Operations and Technology Officer at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments 2012 - Present
BNY Mellon Asset Management, The Boston Company 2009 - 2012
Natixis Global Asset Management August 1998 - December 2008
T Rowe Price 1995 - 1998
McCormick 1989 - 1995
Westinghouse Electric Company 1984 - 1989
Skills
CRM, Project Management, Global Infrastructure..., Consensus Building, Investments, Financial Services, IT Strategy, Cross-functional Team..., Mutual Funds, Software Development, Change Management, Staff Development, Strategic Vision, Management, Data Center, Leadership, Asset Management, Hedge Funds, Business Strategy, Banking, Business Process, Executive Management, Strategy
Education
Florida Institute of Technology
MBA, Business
Villanova University
BS, Mathematics
Nuveen Investments 2012 - Present
BNY Mellon Asset Management, The Boston Company 2009 - 2012
Natixis Global Asset Management August 1998 - December 2008
T Rowe Price 1995 - 1998
McCormick 1989 - 1995
Westinghouse Electric Company 1984 - 1989
Skills
CRM, Project Management, Global Infrastructure..., Consensus Building, Investments, Financial Services, IT Strategy, Cross-functional Team..., Mutual Funds, Software Development, Change Management, Staff Development, Strategic Vision, Management, Data Center, Leadership, Asset Management, Hedge Funds, Business Strategy, Banking, Business Process, Executive Management, Strategy
Education
Florida Institute of Technology
MBA, Business
Villanova University
BS, Mathematics
Kimberly Ann Flynn, CFA's Nuveen Investments Experience January 2013 - Present
Job Senior Vice President, Global Structured Products Group, Head of Product Development at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2013 - Present
Nuveen Investments August 2009 - January 2013
Nuveen Investments February 2007 - July 2009
Nuveen Investments July 2004 - February 2007
Capital Group June 2003 - August 2003
Morgan Stanley July 1999 - February 2002
Skills
Portfolio Management, Investments, Product Management, Corporate Finance, Investment Banking, Management, Product Development, Analysis, Financial Services, Marketing, Series 63, Executive Management, Accounting, Fundraising, Equities, Alternative Investments, Series 7, Fixed Income, Asset Management, Asset Allocation, Series 24, Commodity Pools, Hedge Funds, Investment Management, Mutual Funds, Separately Managed...
Education
Harvard Business School 2002 — 2004
MBA, Finance and Marketing electives
University of Notre Dame 1995 — 1999
BBA, Finance and Business Economics
Edmond North High School 1991 — 1995
High School
University of Chicago
Executive Continuing Education
Nuveen Investments January 2013 - Present
Nuveen Investments August 2009 - January 2013
Nuveen Investments February 2007 - July 2009
Nuveen Investments July 2004 - February 2007
Capital Group June 2003 - August 2003
Morgan Stanley July 1999 - February 2002
Skills
Portfolio Management, Investments, Product Management, Corporate Finance, Investment Banking, Management, Product Development, Analysis, Financial Services, Marketing, Series 63, Executive Management, Accounting, Fundraising, Equities, Alternative Investments, Series 7, Fixed Income, Asset Management, Asset Allocation, Series 24, Commodity Pools, Hedge Funds, Investment Management, Mutual Funds, Separately Managed...
Education
Harvard Business School 2002 — 2004
MBA, Finance and Marketing electives
University of Notre Dame 1995 — 1999
BBA, Finance and Business Economics
Edmond North High School 1991 — 1995
High School
University of Chicago
Executive Continuing Education
John Skrabak John Skrabak's Nuveen Investments Experience April 2007 - August 2007
Job Category Manager, IT Sourcing at AmerisourceBergen
Industry Logistics and Supply Chain
Experience
AmerisourceBergen April 2014 - Present
VWR March 2013 - April 2014
Procurian (now Accenture) December 2010 - March 2013
Exelon August 2009 - February 2010
Nuveen Investments April 2007 - August 2007
Unisys March 2005 - September 2005
Skills
Contract Negotiation, Contract Management, Negotiation, Process Improvement, Supply Chain Management, Business Process..., Cross-functional Team..., Strategic Planning, Financial Modeling, Forecasting, Account Management, Strategic Sourcing, Vendor Management, Purchasing, Outsourcing, Supply Management, Procurement, Supply Chain, Global Sourcing, Sourcing, SAP
Education
Penn State University 2015 — 2018
Master of Science (M.S.), Information Science
Drexel University, Thomas R. Kline School of Law 2007 — 2010
Doctor of Law (JD), Business & Entrepreneurship Law
Drexel University - College of Business and Administration 2004 — 2006
Bachelor of Science (BS), Business Administration, cum laude
AmerisourceBergen April 2014 - Present
VWR March 2013 - April 2014
Procurian (now Accenture) December 2010 - March 2013
Exelon August 2009 - February 2010
Nuveen Investments April 2007 - August 2007
Unisys March 2005 - September 2005
Skills
Contract Negotiation, Contract Management, Negotiation, Process Improvement, Supply Chain Management, Business Process..., Cross-functional Team..., Strategic Planning, Financial Modeling, Forecasting, Account Management, Strategic Sourcing, Vendor Management, Purchasing, Outsourcing, Supply Management, Procurement, Supply Chain, Global Sourcing, Sourcing, SAP
Education
Penn State University 2015 — 2018
Master of Science (M.S.), Information Science
Drexel University, Thomas R. Kline School of Law 2007 — 2010
Doctor of Law (JD), Business & Entrepreneurship Law
Drexel University - College of Business and Administration 2004 — 2006
Bachelor of Science (BS), Business Administration, cum laude
Rick Baur , CIMA® , MBA Rick Baur , CIMA® , MBA's Nuveen Investments Experience 2008 - Present
Job Vice President at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments 2008 - Present
Nuveen Investments 2003 - 2008
Nuveen Investments May 1997 - May 2003
Nuveen Investments March 1996 - April 1997
Skills
Alternative Investments, Equities, Asset Management, Investment Strategies, Portfolio Management, Hedge Funds, Investment Advisory, Investment Management, Capital Markets, Financial Modeling, Financial Markets, Fixed Income, Asset Allocation, Wealth Management, Securities
Education
Elmhurst College 2008 — 2010
MBA, Finance, 4.0
Elmhurst College 1991 — 1993
Nuveen Investments 2008 - Present
Nuveen Investments 2003 - 2008
Nuveen Investments May 1997 - May 2003
Nuveen Investments March 1996 - April 1997
Skills
Alternative Investments, Equities, Asset Management, Investment Strategies, Portfolio Management, Hedge Funds, Investment Advisory, Investment Management, Capital Markets, Financial Modeling, Financial Markets, Fixed Income, Asset Allocation, Wealth Management, Securities
Education
Elmhurst College 2008 — 2010
MBA, Finance, 4.0
Elmhurst College 1991 — 1993
Andy Combs's Nuveen Investments Experience June 2015 - Present
Job VP, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2015 - Present
Incapital LLC July 2014 - June 2015
J.P. Morgan May 2012 - July 2014
William Blair and Company June 2011 - May 2012
Win3 Marketing June 2010 - July 2011
Van Kampen Investments 2003 - June 2010
Skills
Mutual Funds, Separately Managed..., Financial Advisory, Wealth Management, Asset Managment, Marketing, Equities, Series 63, Series 7, Alternative Investments, Series 6, Asset Allocation
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science (B.S.), Business- Marketing
Nuveen Investments June 2015 - Present
Incapital LLC July 2014 - June 2015
J.P. Morgan May 2012 - July 2014
William Blair and Company June 2011 - May 2012
Win3 Marketing June 2010 - July 2011
Van Kampen Investments 2003 - June 2010
Skills
Mutual Funds, Separately Managed..., Financial Advisory, Wealth Management, Asset Managment, Marketing, Equities, Series 63, Series 7, Alternative Investments, Series 6, Asset Allocation
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science (B.S.), Business- Marketing
Matthew Murphy, CFP®'s Nuveen Investments Experience April 1998 - November 2000
Job President & CEO at Murphy Capital Advisors
Industry Investment Management
Experience
Murphy Capital Advisors November 2004 - Present
NAPFA Registered Advisor April 2007 - Present
CFP Board February 2010 - December 2014
CFP Board June 2009 - November 2009
FPA of Greater Phoenix 2006 - 2007
American General Securities, Inc. January 2002 - December 2004
Focal Communications 2000 - 2002
Nuveen Investments April 1998 - November 2000
National Futures Association July 1994 - April 1998
Skills
Financial Planning, Estate Planning, Portfolio Management, Investments, Asset Management, Retirement Planning, Asset Allocation, Investment Advisory, Wealth Management, Financial Advisory, Finance
Education
Illinois State University 1991 — 1994
BS, Finance
Murphy Capital Advisors November 2004 - Present
NAPFA Registered Advisor April 2007 - Present
CFP Board February 2010 - December 2014
CFP Board June 2009 - November 2009
FPA of Greater Phoenix 2006 - 2007
American General Securities, Inc. January 2002 - December 2004
Focal Communications 2000 - 2002
Nuveen Investments April 1998 - November 2000
National Futures Association July 1994 - April 1998
Skills
Financial Planning, Estate Planning, Portfolio Management, Investments, Asset Management, Retirement Planning, Asset Allocation, Investment Advisory, Wealth Management, Financial Advisory, Finance
Education
Illinois State University 1991 — 1994
BS, Finance
Chris Svetlik's Nuveen Investments Experience 2012 - Present
Job PFGBEST
Industry Financial Services
Experience
Nuveen Investments 2012 - Present
Peregrine Diversified Investment Services Corp. 2010 - 2012
Colliers International 2007 - 2008
Lehman Brothers 2006 - 2007
Goldman Sachs 2004 - 2006
Castle Metals 1998 - 2001
Ryerson 1995 - 1997
Skills
Risk Management, Investment Management, Financial Analysis, Due Diligence, Asset Allocation, Compliance, Finance, Financial Forecasting, Risk Assessment, Investment Strategies, Investment Advisor..., Investment Advisers Act, Registered Investment..., Investment Advisory, Financial Modeling, Securities Regulation, Series 7, Series 66, Securities License, Broker-Dealer, Investment Brokerage, Business Development, Business Analysis, Sales, Financial Risk, Financial Regulation, Securities Exchange Act..., Compliance Oversight, Equity Capital Markets, Capital Markets, Fixed Income, Cash Flow, Cash Management, Legal, Commercial Real Estate
Education
Indiana University - Kelley School of Business 2001 — 2005
MBA, Finance
Indiana University School of Law—Bloomington 2001 — 2005
JD, Law
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
BS, Business Administration
Nuveen Investments 2012 - Present
Peregrine Diversified Investment Services Corp. 2010 - 2012
Colliers International 2007 - 2008
Lehman Brothers 2006 - 2007
Goldman Sachs 2004 - 2006
Castle Metals 1998 - 2001
Ryerson 1995 - 1997
Skills
Risk Management, Investment Management, Financial Analysis, Due Diligence, Asset Allocation, Compliance, Finance, Financial Forecasting, Risk Assessment, Investment Strategies, Investment Advisor..., Investment Advisers Act, Registered Investment..., Investment Advisory, Financial Modeling, Securities Regulation, Series 7, Series 66, Securities License, Broker-Dealer, Investment Brokerage, Business Development, Business Analysis, Sales, Financial Risk, Financial Regulation, Securities Exchange Act..., Compliance Oversight, Equity Capital Markets, Capital Markets, Fixed Income, Cash Flow, Cash Management, Legal, Commercial Real Estate
Education
Indiana University - Kelley School of Business 2001 — 2005
MBA, Finance
Indiana University School of Law—Bloomington 2001 — 2005
JD, Law
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
BS, Business Administration
Erich Lindeman Erich Lindeman's Nuveen Investments Experience October 2005 - December 2009
Job Associate BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets GKST Inc. May 2011 - September 2015
Nuveen Investments October 2005 - December 2009
Nuveen Investments June 2004 - October 2005
Nuveen Investments September 2000 - June 2004
Skills
Bonds, Capital Markets, Bloomberg, Fixed Income, Trading, Series 7, Asset Management, Investment Management, Investments, Mutual Funds, Portfolio Management, Securities
Education
Governors State University
BA, Finance
Roosevelt University
MBA, Finance
BMO Capital Markets GKST Inc. May 2011 - September 2015
Nuveen Investments October 2005 - December 2009
Nuveen Investments June 2004 - October 2005
Nuveen Investments September 2000 - June 2004
Skills
Bonds, Capital Markets, Bloomberg, Fixed Income, Trading, Series 7, Asset Management, Investment Management, Investments, Mutual Funds, Portfolio Management, Securities
Education
Governors State University
BA, Finance
Roosevelt University
MBA, Finance
Dominic Alto Dominic Alto's Nuveen Investments Experience March 2011 - June 2014
Job Regional Manager External Wholesaler at BPV Capital Management Back Porch Vista
Industry Financial Services
Experience
BPV Capital Management - Back Porch Vista March 2015 - Present
Franklin Square Capital Partners June 2014 - February 2015
Nuveen Investments March 2011 - June 2014
Nuveen Investments September 2008 - March 2011
Merrill Lynch February 2007 - September 2008
Merrill Lynch August 2004 - August 2005
Skills
Mutual Funds, Equities, Series 7, Separately Managed..., Series 63, Series 65, Alternative Investments, Asset Allocation, Investments, Fixed Income, Portfolio Management, Investment Strategies, Asset Management, Wealth Management, Financial Advisory
Education
Florida State University 2005 — 2006
M.S.
Florida State University - College of Business 2000 — 2004
B.S.
BPV Capital Management - Back Porch Vista March 2015 - Present
Franklin Square Capital Partners June 2014 - February 2015
Nuveen Investments March 2011 - June 2014
Nuveen Investments September 2008 - March 2011
Merrill Lynch February 2007 - September 2008
Merrill Lynch August 2004 - August 2005
Skills
Mutual Funds, Equities, Series 7, Separately Managed..., Series 63, Series 65, Alternative Investments, Asset Allocation, Investments, Fixed Income, Portfolio Management, Investment Strategies, Asset Management, Wealth Management, Financial Advisory
Education
Florida State University 2005 — 2006
M.S.
Florida State University - College of Business 2000 — 2004
B.S.
Danielle Pagano Danielle Pagano's Nuveen Investments Experience September 2011 - Present
Job Senior Vice President, Global Business Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2011 - Present
The Cardinal Partners March 2008 - August 2011
AllianceBernstein March 1998 - February 2008
AllianceBernstein March 1996 - March 1998
AllianceBernstein March 1993 - March 1996
Skills
Strategic Planning, Sales Management, Talent Management, Management, Performance Management, Employee Training, Mutual Funds, Asset Managment, Investments, Series 7, Equities, Portfolio Management, Asset Management, Business Development, CRM, Marketing, Project Management, Strategy, Executive Management, Leadership, Business Strategy
Education
New York University 1994 — 1996
M.A., Educational Leadership and Administration
Gettysburg College 1988 — 1992
B.A., Business Management
Nuveen Investments September 2011 - Present
The Cardinal Partners March 2008 - August 2011
AllianceBernstein March 1998 - February 2008
AllianceBernstein March 1996 - March 1998
AllianceBernstein March 1993 - March 1996
Skills
Strategic Planning, Sales Management, Talent Management, Management, Performance Management, Employee Training, Mutual Funds, Asset Managment, Investments, Series 7, Equities, Portfolio Management, Asset Management, Business Development, CRM, Marketing, Project Management, Strategy, Executive Management, Leadership, Business Strategy
Education
New York University 1994 — 1996
M.A., Educational Leadership and Administration
Gettysburg College 1988 — 1992
B.A., Business Management
Darrell Harris Darrell Harris's Nuveen Investments Experience June 1991 - December 1991
Job Vice President at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation October 2013 - Present
Northern Trust Corporation October 2010 - September 2013
Northern Trust Corporation September 2007 - September 2010
Northern Trust Corporation July 2004 - August 2007
Northern Trust Corporation April 2000 - June 2004
Northern Trust Corporation October 1996 - March 2000
Northern Trust Corporation January 1992 - September 1996
Nuveen Investments June 1991 - December 1991
Skills
Equities, Fixed Income, Wealth Management, Asset Management, Securities, Financial Services, Investments, Middle Office, Trading, Investment Management, Banking, Alternative Investments, Investment Strategies, Hedge Funds, Global Custody, Relationship Management, Leadership, Bloomberg, Asset Allocation, Derivatives, Cross-functional Team..., Investment Operations, Client Service, Business Unit Leadership, Asset Managment, Trust Accounting, Productivity Enhancement, Trade Services
Education
Eastern Illinois University 1987 — 1991
B.S. Business, Finance
Northern Trust Corporation October 2013 - Present
Northern Trust Corporation October 2010 - September 2013
Northern Trust Corporation September 2007 - September 2010
Northern Trust Corporation July 2004 - August 2007
Northern Trust Corporation April 2000 - June 2004
Northern Trust Corporation October 1996 - March 2000
Northern Trust Corporation January 1992 - September 1996
Nuveen Investments June 1991 - December 1991
Skills
Equities, Fixed Income, Wealth Management, Asset Management, Securities, Financial Services, Investments, Middle Office, Trading, Investment Management, Banking, Alternative Investments, Investment Strategies, Hedge Funds, Global Custody, Relationship Management, Leadership, Bloomberg, Asset Allocation, Derivatives, Cross-functional Team..., Investment Operations, Client Service, Business Unit Leadership, Asset Managment, Trust Accounting, Productivity Enhancement, Trade Services
Education
Eastern Illinois University 1987 — 1991
B.S. Business, Finance
Jeffrey Ramsey Jeffrey Ramsey's Nuveen Investments Experience July 1989 - February 2000
Job Managing Director and General Counsel at Geneva Trading
Industry Capital Markets
Experience
Geneva Trading January 2010 - Present
GX2 Systems, LLC January 2014 - Present
Bell Trading, LLC March 2002 - January 2010
Kaufman Hall February 2000 - March 2002
Nuveen Investments July 1989 - February 2000
Skills
Equities, Proprietary Trading, Investment Banking, Strategy, Securities, Derivatives, Capital Markets, Hedge Funds, Trading, Financial Markets, Commodity, Arbitrage, Due Diligence, Risk Management, Private Equity, Mergers, Fixed Income, Trading Systems, Corporate Law, Trading Strategies, Intellectual Property, Strategic Planning, Research, Traders, Data Privacy, Defense, Finance, Bonds, Electronic Trading, Alternative Investments, Mergers & Acquisitions, Asset Management
Education
Chicago-Kent College of Law, Illinois Institute of Technology
J.D., Law
Illinois Wesleyan University
B.A., Business Administration
Geneva Trading January 2010 - Present
GX2 Systems, LLC January 2014 - Present
Bell Trading, LLC March 2002 - January 2010
Kaufman Hall February 2000 - March 2002
Nuveen Investments July 1989 - February 2000
Skills
Equities, Proprietary Trading, Investment Banking, Strategy, Securities, Derivatives, Capital Markets, Hedge Funds, Trading, Financial Markets, Commodity, Arbitrage, Due Diligence, Risk Management, Private Equity, Mergers, Fixed Income, Trading Systems, Corporate Law, Trading Strategies, Intellectual Property, Strategic Planning, Research, Traders, Data Privacy, Defense, Finance, Bonds, Electronic Trading, Alternative Investments, Mergers & Acquisitions, Asset Management
Education
Chicago-Kent College of Law, Illinois Institute of Technology
J.D., Law
Illinois Wesleyan University
B.A., Business Administration
Leslie Matuszak's Nuveen Investments Experience July 2015 - Present
Job Data Integrity Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2015 - Present
Morgan Stanley January 2015 - July 2015
Marshall & Stevens September 2014 - December 2014
Beutel Hurst Boleky LLC May 2011 - August 2014
Levy Restaurants in United Center April 2011 - June 2014
Messina Hall, Loyola University Chicago October 2012 - May 2013
Gaelic Park Banquets February 2010 - May 2011
Skills
Microsoft Excel, Restaurants, Customer Service, Hospitality, Food & Beverage, Food Service, Banquets, Food, Fine Dining, Microsoft Office, Cooking, Time Management, Teamwork, Microsoft Word, PowerPoint, Data Entry, Budgets
Education
Loyola University Chicago 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General; Mathematics
Illinois Institute of Technology 2011 — 2012
Architecture
Marist High School 2007 — 2011
Nuveen Investments July 2015 - Present
Morgan Stanley January 2015 - July 2015
Marshall & Stevens September 2014 - December 2014
Beutel Hurst Boleky LLC May 2011 - August 2014
Levy Restaurants in United Center April 2011 - June 2014
Messina Hall, Loyola University Chicago October 2012 - May 2013
Gaelic Park Banquets February 2010 - May 2011
Skills
Microsoft Excel, Restaurants, Customer Service, Hospitality, Food & Beverage, Food Service, Banquets, Food, Fine Dining, Microsoft Office, Cooking, Time Management, Teamwork, Microsoft Word, PowerPoint, Data Entry, Budgets
Education
Loyola University Chicago 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General; Mathematics
Illinois Institute of Technology 2011 — 2012
Architecture
Marist High School 2007 — 2011
Dean Chalela Dean Chalela's Nuveen Investments Experience September 2008 - March 2009
Job Associate at Cerberus Capital Management
Industry Financial Services
Experience
Cerberus Capital Management April 2015 - Present
Cantor Fitzgerald August 2012 - April 2015
Drexel University October 2011 - March 2012
BlackRock September 2010 - March 2011
Delaware Investments September 2009 - March 2010
Nuveen Investments September 2008 - March 2009
Skills
Financial Analysis, Investments, Trading, Securities, VBA, Bonds, Accounting, Financial Services, Microsoft Excel, Banking, Trading Systems, Credit, 2013 Level II CFA..., Credit Risk
Education
Drexel University 2007 — 2012
Bachelor of Science, Business Administration; Finance, Economics
Cerberus Capital Management April 2015 - Present
Cantor Fitzgerald August 2012 - April 2015
Drexel University October 2011 - March 2012
BlackRock September 2010 - March 2011
Delaware Investments September 2009 - March 2010
Nuveen Investments September 2008 - March 2009
Skills
Financial Analysis, Investments, Trading, Securities, VBA, Bonds, Accounting, Financial Services, Microsoft Excel, Banking, Trading Systems, Credit, 2013 Level II CFA..., Credit Risk
Education
Drexel University 2007 — 2012
Bachelor of Science, Business Administration; Finance, Economics
Liz Deveau, CFP® Liz Deveau, CFP®'s Nuveen Investments Experience September 2008 - September 2009
Job Vice President, BlackRock
Industry Financial Services
Experience
BlackRock January 2013 - Present
iShares October 2009 - Present
Nuveen Investments September 2008 - September 2009
Smith Barney January 2007 - August 2008
Marquette Partners September 2003 - December 2007
Skills
ETFs, Series 7, Mutual Funds, Asset Allocation, Investment Strategies, Separately Managed..., Asset Managment, Equities, Fixed Income, Series 63, Investment Management, Investments, Wealth Management, Asset Management
Education
Duke University 2000 — 2003
Public Policy; Markets and Management
BlackRock January 2013 - Present
iShares October 2009 - Present
Nuveen Investments September 2008 - September 2009
Smith Barney January 2007 - August 2008
Marquette Partners September 2003 - December 2007
Skills
ETFs, Series 7, Mutual Funds, Asset Allocation, Investment Strategies, Separately Managed..., Asset Managment, Equities, Fixed Income, Series 63, Investment Management, Investments, Wealth Management, Asset Management
Education
Duke University 2000 — 2003
Public Policy; Markets and Management
John K. Nelson's Nuveen Investments Experience 2013 - Present
Job Board Director, Financial Services
Industry Financial Services
Experience
Nuveen Investments 2013 - Present
Core Twelve 2006 - Present
Fordham University 2009 - Present
Deloitte January 2011 - December 2014
Marian University of Fond du Lac 2010 - 2013
ABN AMRO Bank N.V. March 1986 - March 2008
Skills
Capital Markets, Portfolio Management, Financial Risk, Credit Risk, Investment Banking, Banking, Currency, Derivatives, FX Options, Fixed Income, Trading, Equities, Financial Markets, Trading Systems, Risk Management, Treasury Management, Corporate Finance, Investments, Structured Products, Structured Finance, Options, Market Risk, Financial Structuring, Bloomberg, Bonds, Commodity, Hedge Funds, Emerging Markets, Hedging, Asset Management, Operational Risk, Funding, Alternative Investments, Financial Services, Financial Advisory, Private Equity, Valuation, Mutual Funds, Financial Modeling, Economics, Investment Management
Education
Fordham University 1989 — 1991
MBA, International Finance
Fordham University 1980 — 1984
BA, Economics
Nuveen Investments 2013 - Present
Core Twelve 2006 - Present
Fordham University 2009 - Present
Deloitte January 2011 - December 2014
Marian University of Fond du Lac 2010 - 2013
ABN AMRO Bank N.V. March 1986 - March 2008
Skills
Capital Markets, Portfolio Management, Financial Risk, Credit Risk, Investment Banking, Banking, Currency, Derivatives, FX Options, Fixed Income, Trading, Equities, Financial Markets, Trading Systems, Risk Management, Treasury Management, Corporate Finance, Investments, Structured Products, Structured Finance, Options, Market Risk, Financial Structuring, Bloomberg, Bonds, Commodity, Hedge Funds, Emerging Markets, Hedging, Asset Management, Operational Risk, Funding, Alternative Investments, Financial Services, Financial Advisory, Private Equity, Valuation, Mutual Funds, Financial Modeling, Economics, Investment Management
Education
Fordham University 1989 — 1991
MBA, International Finance
Fordham University 1980 — 1984
BA, Economics
Matthew Genzink Matthew Genzink's Nuveen Investments Experience March 2009 - June 2010
Job Regulatory Compliance Risk Manager at Crowe Horwath LLP
Industry Financial Services
Experience
Crowe Horwath LLP August 2014 - Present
Crowe Horwath LLP June 2010 - 2014
Nuveen Investments March 2009 - June 2010
Advanced Objects, Inc. June 2008 - June 2010
Mercantile Bank of Michigan December 2006 - August 2007
Skills
ASP.NET, C#, SQL Server, JavaScript, Tableau, Microsoft SQL Server
Education
Grand Valley State University 2004 — 2008
BBA, Finance, Business Economics
Crowe Horwath LLP August 2014 - Present
Crowe Horwath LLP June 2010 - 2014
Nuveen Investments March 2009 - June 2010
Advanced Objects, Inc. June 2008 - June 2010
Mercantile Bank of Michigan December 2006 - August 2007
Skills
ASP.NET, C#, SQL Server, JavaScript, Tableau, Microsoft SQL Server
Education
Grand Valley State University 2004 — 2008
BBA, Finance, Business Economics
Emily Schmidt Emily Schmidt's Nuveen Investments Experience July 2013 - Present
Job Senior Compliance Analyst Marketing Review Center at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2013 - Present
Nuveen Investments October 2009 - July 2013
Western Asset Management September 2008 - July 2009
Winslow Management Company October 2006 - May 2008
Harvest Co-op 2006 - 2008
Skills
Securities, Hedge Funds, Mutual Funds, Trading, Portfolio Management, Alternative Investments, Separately Managed..., Options, Series 63, Financial Risk, Series 7, Trading Systems, Accounting, Account Reconciliation
Education
Illinois State University 2002 — 2004
Nuveen Investments July 2013 - Present
Nuveen Investments October 2009 - July 2013
Western Asset Management September 2008 - July 2009
Winslow Management Company October 2006 - May 2008
Harvest Co-op 2006 - 2008
Skills
Securities, Hedge Funds, Mutual Funds, Trading, Portfolio Management, Alternative Investments, Separately Managed..., Options, Series 63, Financial Risk, Series 7, Trading Systems, Accounting, Account Reconciliation
Education
Illinois State University 2002 — 2004
Howard R Rentschler's Nuveen Investments Experience July 1999 - July 2000
Job Strategy, Tactics, and Customer Service
Industry Automotive
Experience
Elite Locators, Inc. May 2015 - Present
Isagenix January 2015 - Present
Motif Investing December 2014 - Present
Boushie Brewing dba Brass Anchor Pub September 2013 - May 2015
Social Media Management LLC September 2010 - August 2013
The Vanguard Group January 2009 - October 2009
Vanguard July 2000 - October 2009
Nuveen Investments July 1999 - July 2000
US Army October 1992 - January 1996
Skills
Mutual Funds, 401k, Program Management, Leadership, Social Networking, Coaching, Strategy, Employee Benefits, Marketing, Training, Entrepreneurship, Small Business, Customer Service, Management, Fundraising, Retirement, Budgets, Investments, Business Development, Business Planning, Financial Services, Process Improvement, Leadership Development, Insurance, Series 63, Retirement Planning, Asset Allocation, Strategic Financial..., Finance, Relationship Management, Risk Management, Asset Management
Education
Gettysburg College 1996 — 1999
Bachelor's degree, Mathematics
The College of Wooster 1990 — 1992
N/A, Economics
The Mercersburg Academy 1987 — 1990
High School Diploma, High School/Secondary Diplomas and Certificates
Carlisle High School 1986 — 1987
N/A
Elite Locators, Inc. May 2015 - Present
Isagenix January 2015 - Present
Motif Investing December 2014 - Present
Boushie Brewing dba Brass Anchor Pub September 2013 - May 2015
Social Media Management LLC September 2010 - August 2013
The Vanguard Group January 2009 - October 2009
Vanguard July 2000 - October 2009
Nuveen Investments July 1999 - July 2000
US Army October 1992 - January 1996
Skills
Mutual Funds, 401k, Program Management, Leadership, Social Networking, Coaching, Strategy, Employee Benefits, Marketing, Training, Entrepreneurship, Small Business, Customer Service, Management, Fundraising, Retirement, Budgets, Investments, Business Development, Business Planning, Financial Services, Process Improvement, Leadership Development, Insurance, Series 63, Retirement Planning, Asset Allocation, Strategic Financial..., Finance, Relationship Management, Risk Management, Asset Management
Education
Gettysburg College 1996 — 1999
Bachelor's degree, Mathematics
The College of Wooster 1990 — 1992
N/A, Economics
The Mercersburg Academy 1987 — 1990
High School Diploma, High School/Secondary Diplomas and Certificates
Carlisle High School 1986 — 1987
N/A
Anna Narem Anna Narem's Nuveen Investments Experience January 2013 - Present
Job JD/MBA, Wealth Management Research and Consulting
Industry Financial Services
Experience
Nuveen Investments January 2013 - Present
Hession & Associates, Ltd. September 2012 - December 2012
Portraits by Anna August 1998 - September 2011
Davenport Evans Hurwitz & Smith May 2011 - August 2011
GLOBASE India January 2011 - March 2011
Indiana Legal Services May 2009 - August 2009
Soil Consultants Inc May 2008 - August 2008
Skills
Wealth Management, Behavioral Finance, Millennials and..., Women and Investing, Estate Planning, Digital Legacy, Marketing Strategy, Business Strategy, Practice Management, Quantitative Research, Microsoft Excel, Analysis, Qualitative Research
Education
Indiana University - Kelley School of Business 2010 — 2012
Masters, Business Administration
Indiana University Maurer School of Law 2008 — 2012
Doctor of Jurisprudence, International and Business Law
The University of South Dakota 2003 — 2007
Bachelor of Arts, Spanish
Nuveen Investments January 2013 - Present
Hession & Associates, Ltd. September 2012 - December 2012
Portraits by Anna August 1998 - September 2011
Davenport Evans Hurwitz & Smith May 2011 - August 2011
GLOBASE India January 2011 - March 2011
Indiana Legal Services May 2009 - August 2009
Soil Consultants Inc May 2008 - August 2008
Skills
Wealth Management, Behavioral Finance, Millennials and..., Women and Investing, Estate Planning, Digital Legacy, Marketing Strategy, Business Strategy, Practice Management, Quantitative Research, Microsoft Excel, Analysis, Qualitative Research
Education
Indiana University - Kelley School of Business 2010 — 2012
Masters, Business Administration
Indiana University Maurer School of Law 2008 — 2012
Doctor of Jurisprudence, International and Business Law
The University of South Dakota 2003 — 2007
Bachelor of Arts, Spanish
Jeff Standke's Nuveen Investments Experience September 2014 - Present
Job Sr. Performance Analyst at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments September 2014 - Present
Principal Global Investors November 2013 - August 2014
Principal Global Investors June 2011 - November 2013
Principal Global Investors September 2010 - May 2011
Genworth Financial May 2010 - August 2010
Meredith May 2009 - May 2010
Skills
Equities, Performance Attribution, Microsoft Excel, Corporate Finance, Asset Management, Factset, Portfolio Performance..., Equity Investments, Sensitivity Analysis, VBA, GIPS Compliance
Education
Drake University 2007 — 2011
BSBA, Finance, Marketing double major
Passed Level I of the CFA Program
Passed Principles level of the CIPM Program
Nuveen Investments September 2014 - Present
Principal Global Investors November 2013 - August 2014
Principal Global Investors June 2011 - November 2013
Principal Global Investors September 2010 - May 2011
Genworth Financial May 2010 - August 2010
Meredith May 2009 - May 2010
Skills
Equities, Performance Attribution, Microsoft Excel, Corporate Finance, Asset Management, Factset, Portfolio Performance..., Equity Investments, Sensitivity Analysis, VBA, GIPS Compliance
Education
Drake University 2007 — 2011
BSBA, Finance, Marketing double major
Passed Level I of the CFA Program
Passed Principles level of the CIPM Program
Nick Boccella Nick Boccella's Nuveen Investments Experience September 2006 - March 2007
Job Senior Analyst at Longview Property Group
Industry Real Estate
Experience
Longview Property Group November 2011 - Present
Exeter Property Group September 2007 - November 2011
Franklin Investment Realty August 2005 - August 2007
Nuveen Investments September 2006 - March 2007
Skills
Accounting, Cash Flow Forecasting, Investments, Analysis, Acquisitions, Project Management
Education
Drexel University 2004 — 2009
B.S. Business Administration, Finance
Longview Property Group November 2011 - Present
Exeter Property Group September 2007 - November 2011
Franklin Investment Realty August 2005 - August 2007
Nuveen Investments September 2006 - March 2007
Skills
Accounting, Cash Flow Forecasting, Investments, Analysis, Acquisitions, Project Management
Education
Drexel University 2004 — 2009
B.S. Business Administration, Finance
Dan Roarty Dan Roarty's Nuveen Investments Experience April 2001 - October 2010
Job Chief Investment Officer at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein May 2011 - Present
Nuveen Investments April 2001 - October 2010
Morgan Stanley Investment Management June 1998 - April 2001
Goldman Sachs June 1993 - June 1996
Skills
Equities, Equity Research, Finance, Investments, Portfolio Management, Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 1996 — 1998
M.B.A., Finance
Fairfield University 1989 — 1993
B.S., Finance
AllianceBernstein May 2011 - Present
Nuveen Investments April 2001 - October 2010
Morgan Stanley Investment Management June 1998 - April 2001
Goldman Sachs June 1993 - June 1996
Skills
Equities, Equity Research, Finance, Investments, Portfolio Management, Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 1996 — 1998
M.B.A., Finance
Fairfield University 1989 — 1993
B.S., Finance
Tina Rudins Tina Rudins's Nuveen Investments Experience August 2004 - Present
Job Operations Assistant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2004 - Present
All Covered 2001 - 2004
Dun & Bradstreet 1985 - 2001
Skills
Customer Service, Microsoft Excel, Microsoft Office, Public Speaking, Process Improvement, Outlook, Team Building
Education
Eastern Illinois University 1980 — 1985
BS, Sociology
Glenbard West High School 1976 — 1980
Nuveen Investments August 2004 - Present
All Covered 2001 - 2004
Dun & Bradstreet 1985 - 2001
Skills
Customer Service, Microsoft Excel, Microsoft Office, Public Speaking, Process Improvement, Outlook, Team Building
Education
Eastern Illinois University 1980 — 1985
BS, Sociology
Glenbard West High School 1976 — 1980
Mark Czarniecki Mark Czarniecki's Nuveen Investments Experience March 2013 - Present
Job Vice President and Assistant General Counsel at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments March 2013 - Present
US Bank May 2012 - March 2013
Chapman and Cutler LLP 2005 - May 2012
Skills
Legal Research, Legal Writing, Corporate Law, Corporate Governance, Securities
Education
University of Minnesota Law School 2002 — 2005
Grinnell College 1998 — 2001
Nuveen Investments March 2013 - Present
US Bank May 2012 - March 2013
Chapman and Cutler LLP 2005 - May 2012
Skills
Legal Research, Legal Writing, Corporate Law, Corporate Governance, Securities
Education
University of Minnesota Law School 2002 — 2005
Grinnell College 1998 — 2001
Elaine Zhang Elaine Zhang's Nuveen Investments Experience June 2011 - Present
Job Senior Performance Analyst at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments June 2011 - Present
Wilmington Trust September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Portfolio Management, Financial Modeling, Investments, Bloomberg, Asset Allocation, Private Equity, Investment Management, Finance, Analysis, Market Research, Strategy, Equities, Financial Analysis, Leadership, Alternative Investments, CRM, Fixed Income, Valuation, Mutual Funds, Treasury, Hedge Funds, Asset Management, Equity Research, Management, Quantitative Analytics, Securities, Investment Strategies, Bloomberg Terminal
Education
Pepperdine University 2009 — 2011
MBA, Finance, General
Dongbei University of Finance and Economics
Master of Science, Finance
Dongbei University of Finance and Economics
Bachelor of Economics, Finance
Nuveen Investments June 2011 - Present
Wilmington Trust September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Portfolio Management, Financial Modeling, Investments, Bloomberg, Asset Allocation, Private Equity, Investment Management, Finance, Analysis, Market Research, Strategy, Equities, Financial Analysis, Leadership, Alternative Investments, CRM, Fixed Income, Valuation, Mutual Funds, Treasury, Hedge Funds, Asset Management, Equity Research, Management, Quantitative Analytics, Securities, Investment Strategies, Bloomberg Terminal
Education
Pepperdine University 2009 — 2011
MBA, Finance, General
Dongbei University of Finance and Economics
Master of Science, Finance
Dongbei University of Finance and Economics
Bachelor of Economics, Finance
Mike Blaze Mike Blaze's Nuveen Investments Experience June 2007 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2007 - Present
Merrill Lynch July 2005 - June 2007
Munster High School August 1998 - July 2005
The Times 1991 - 1994
Skills
Mutual Funds, Series 7, Series 63, Fixed Income, Equities, Asset Allocation, Investment Strategies, Hedge Funds, Alternative Investments, Securities, ETFs, Investments, Uniform Combined State..., Asset Management, Separately Managed..., Series 24, Bonds, Retirement Planning, Retirement, Wealth Management, Investment Management, Investment Advisory, Portfolio Management
Education
Fordham University 1987 — 1991
Bachelor of Arts (BA), Communications
Lake Central 1983 — 1987
Nuveen Investments June 2007 - Present
Merrill Lynch July 2005 - June 2007
Munster High School August 1998 - July 2005
The Times 1991 - 1994
Skills
Mutual Funds, Series 7, Series 63, Fixed Income, Equities, Asset Allocation, Investment Strategies, Hedge Funds, Alternative Investments, Securities, ETFs, Investments, Uniform Combined State..., Asset Management, Separately Managed..., Series 24, Bonds, Retirement Planning, Retirement, Wealth Management, Investment Management, Investment Advisory, Portfolio Management
Education
Fordham University 1987 — 1991
Bachelor of Arts (BA), Communications
Lake Central 1983 — 1987
Brian Lockhart, CFA, FRM Brian Lockhart, CFA, FRM's Nuveen Investments Experience July 2010 - Present
Job Investment Manager/Portfolio Manager
Industry Investment Management
Experience
Nuveen Investments July 2010 - Present
Allstate Investments, LLC January 2007 - June 2010
State Farm Insurance July 1999 - January 2007
University of Tennessee-Knoxville January 1998 - June 1999
Skills
Portfolio Management, CMBS, Mutual Funds, Mezzanine, Closed-end Funds, Bond Markets, Fixed Income, Investments, Asset Managment, Capital Markets, Valuation, Bonds, Alternative Investments, Trading, Investment Strategies
Education
Haslam College of Business at the University of Tennessee 1997 — 1999
MBA
University of Illinois at Urbana-Champaign - College of Business 1992 — 1997
B.S.
Nuveen Investments July 2010 - Present
Allstate Investments, LLC January 2007 - June 2010
State Farm Insurance July 1999 - January 2007
University of Tennessee-Knoxville January 1998 - June 1999
Skills
Portfolio Management, CMBS, Mutual Funds, Mezzanine, Closed-end Funds, Bond Markets, Fixed Income, Investments, Asset Managment, Capital Markets, Valuation, Bonds, Alternative Investments, Trading, Investment Strategies
Education
Haslam College of Business at the University of Tennessee 1997 — 1999
MBA
University of Illinois at Urbana-Champaign - College of Business 1992 — 1997
B.S.
Frank Maiorano Frank Maiorano's Nuveen Investments Experience September 2001 - November 2008
Job Head of RIA Business at Baron Capital
Industry Financial Services
Experience
Baron Capital January 2012 - Present
Trust Company of America January 2010 - December 2011
Nuveen Investments September 2001 - November 2008
Schwab Institutional, Charles Schwab & Co. 1989 - 2001
Legg Mason 1986 - 1989
Xerox 1982 - 1986
Skills
Investment Advisory, Entrepreneur, Series 7, Asset Management, Mutual Funds, Investments, Asset Allocation, Equities, Fixed Income, Series 63, Wealth Management, Securities, New Business Development, Due Diligence, Executive Management, Customer Relations, Separately Managed..., Capital Markets, Managed Accounts, Strategic Planning, Business Strategy, Fundraising, Compliance, Banking, Marketing Strategy, Financial Advisory, Customer Service, Asset Managment, Investment Management, ETFs, Portfolio Management, Hedge Funds, Strategy, Alternative Investments, Morningstar Direct, Morningstar, Investment Strategies, Series 65, FINRA, Series 24, Wealth Management..., CRM, Retirement Planning, Series 6, Trading, 401k, Relationship Management, Entrepreneurship, Managing Accounts
Education
East Carolina University 1978 — 1982
Bachelor of Business Administration (BBA), Marketing
Baron Capital January 2012 - Present
Trust Company of America January 2010 - December 2011
Nuveen Investments September 2001 - November 2008
Schwab Institutional, Charles Schwab & Co. 1989 - 2001
Legg Mason 1986 - 1989
Xerox 1982 - 1986
Skills
Investment Advisory, Entrepreneur, Series 7, Asset Management, Mutual Funds, Investments, Asset Allocation, Equities, Fixed Income, Series 63, Wealth Management, Securities, New Business Development, Due Diligence, Executive Management, Customer Relations, Separately Managed..., Capital Markets, Managed Accounts, Strategic Planning, Business Strategy, Fundraising, Compliance, Banking, Marketing Strategy, Financial Advisory, Customer Service, Asset Managment, Investment Management, ETFs, Portfolio Management, Hedge Funds, Strategy, Alternative Investments, Morningstar Direct, Morningstar, Investment Strategies, Series 65, FINRA, Series 24, Wealth Management..., CRM, Retirement Planning, Series 6, Trading, 401k, Relationship Management, Entrepreneurship, Managing Accounts
Education
East Carolina University 1978 — 1982
Bachelor of Business Administration (BBA), Marketing
Jermaine Brandon Jermaine Brandon's Nuveen Investments Experience March 2008 - October 2008
Job Facilities Coordinator
Industry Facilities Services
Experience
Integrated Media Solutions February 2010 - Present
JRK Property Holdings January 2009 - July 2009
Nuveen Investments March 2008 - October 2008
Nuveen Investments March 2008 - October 2008
Wells Fargo Financial June 2007 - March 2008
Wells Fargo Financial June 2007 - March 2008
Humboldt State University Registrar's Office March 2005 - May 2007
Humboldt State Registrars' Office March 2005 - May 2007
J & J Connections August 2004 - December 2006
Education
Humboldt State University 2003 — 2007
Bachelors of Science, Finance
Humboldt State University
Bachelors of Science, Business Administration; Finance
Integrated Media Solutions February 2010 - Present
JRK Property Holdings January 2009 - July 2009
Nuveen Investments March 2008 - October 2008
Nuveen Investments March 2008 - October 2008
Wells Fargo Financial June 2007 - March 2008
Wells Fargo Financial June 2007 - March 2008
Humboldt State University Registrar's Office March 2005 - May 2007
Humboldt State Registrars' Office March 2005 - May 2007
J & J Connections August 2004 - December 2006
Education
Humboldt State University 2003 — 2007
Bachelors of Science, Finance
Humboldt State University
Bachelors of Science, Business Administration; Finance
Lane Smith Lane Smith's Nuveen Investments Experience December 1999 - June 2002
Job Senior Manager, Marketing and Communications at the Center for Financial Services Innovation
Industry Marketing and Advertising
Experience
TransUnion December 2013 - February 2015
TransUnion February 2008 - December 2013
USG Corp. June 2002 - February 2008
Nuveen Investments December 1999 - June 2002
First Marketing Company April 1993 - December 1999
Skills
Marketing Communications, Marketing Strategy, B2B, Strategic Communications, Integrated Marketing, Email Marketing, Social Media, Digital Marketing, Corporate Communications, Editing, Writing, Newsletters, Content Management, Account Management, Segmentation, Social Media Marketing, Financial Services, B2C Marketing, Manufacturing, Credit Risk, Loyalty Programs, Loyalty Marketing, Customer Acquisition, Leadership, Analytics, Strategy, Marketing, Management, Strategic Planning, Project Management
Education
Illinois Institute of Technology
Master's degree, Marketing Communications
University of Florida
B.S., Journalism
TransUnion December 2013 - February 2015
TransUnion February 2008 - December 2013
USG Corp. June 2002 - February 2008
Nuveen Investments December 1999 - June 2002
First Marketing Company April 1993 - December 1999
Skills
Marketing Communications, Marketing Strategy, B2B, Strategic Communications, Integrated Marketing, Email Marketing, Social Media, Digital Marketing, Corporate Communications, Editing, Writing, Newsletters, Content Management, Account Management, Segmentation, Social Media Marketing, Financial Services, B2C Marketing, Manufacturing, Credit Risk, Loyalty Programs, Loyalty Marketing, Customer Acquisition, Leadership, Analytics, Strategy, Marketing, Management, Strategic Planning, Project Management
Education
Illinois Institute of Technology
Master's degree, Marketing Communications
University of Florida
B.S., Journalism
Gaston Yordan's Nuveen Investments Experience June 2007 - Present
Job
Industry Investment Management
Experience
Nuveen Investments June 2007 - Present
Skills
Series 63
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
Hamilton College 1994 — 1998
BA
The Hill School 1991 — 1994
Nuveen Investments June 2007 - Present
Skills
Series 63
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
Hamilton College 1994 — 1998
BA
The Hill School 1991 — 1994
Frank Wheeler's Nuveen Investments Experience January 2011 - March 2013
Job Global Head of Distribution and Marketing at Matthews Asia
Industry Financial Services
Experience
Matthews Asia November 2013 - Present
Nuveen Investments January 2011 - March 2013
FAF Advisors/ First American Funds April 2007 - March 2011
Merrill Lynch Investment Managers April 2004 - October 2006
BlackRock 2000 - 2006
Merrill Lynch Investment Managers January 2002 - March 2004
Merrill Lynch Investment Managers October 2000 - December 2001
Morgan Stanley/Van Kampen Funds December 1998 - October 2000
Procter & Gamble August 1991 - December 1998
Skills
Business Strategy, Financial Services, Marketing, Product Development, Strategic Planning, Sales Management, Organizational..., Performance Turnaround, P&L Management
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
Hampden-Sydney College 1981 — 1985
BA
Matthews Asia November 2013 - Present
Nuveen Investments January 2011 - March 2013
FAF Advisors/ First American Funds April 2007 - March 2011
Merrill Lynch Investment Managers April 2004 - October 2006
BlackRock 2000 - 2006
Merrill Lynch Investment Managers January 2002 - March 2004
Merrill Lynch Investment Managers October 2000 - December 2001
Morgan Stanley/Van Kampen Funds December 1998 - October 2000
Procter & Gamble August 1991 - December 1998
Skills
Business Strategy, Financial Services, Marketing, Product Development, Strategic Planning, Sales Management, Organizational..., Performance Turnaround, P&L Management
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
Hampden-Sydney College 1981 — 1985
BA
Noah Hauser, CFA's Nuveen Investments Experience August 2015 - Present
Job Sr. Research Analyst Utilities
Industry Investment Management
Experience
Nuveen Investments August 2015 - Present
Xcel Energy July 2014 - August 2015
Millennium Partners - Decade Capital May 2012 - May 2014
Barclays Capital September 2008 - May 2012
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - July 2007
Skills
Valuation, Financial Modeling, Equity Research, Hedge Funds, Equities, Capital Markets, Equity Valuation, Corporate Finance, Alternative Investments, Fixed Income
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance and Accounting
Saint Paul Academy 2000 — 2004
Nuveen Investments August 2015 - Present
Xcel Energy July 2014 - August 2015
Millennium Partners - Decade Capital May 2012 - May 2014
Barclays Capital September 2008 - May 2012
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - July 2007
Skills
Valuation, Financial Modeling, Equity Research, Hedge Funds, Equities, Capital Markets, Equity Valuation, Corporate Finance, Alternative Investments, Fixed Income
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance and Accounting
Saint Paul Academy 2000 — 2004
Ray Morgan's Nuveen Investments Experience January 2008 - Present
Job Sr Infrastructure Project Manager at Nuveen Investments
Industry Information Technology and Services
Experience
Nuveen Investments January 2008 - Present
United Airlines November 1985 - February 2007
Teletype (AT&T Western Electric) February 1979 - November 1985
Skills
ITIL, IT Management, Project Management, Business Analysis, Integration, IT Operations, Process Improvement, Visio, Requirements Analysis, Virtualization, Security, Business Continuity, Software Documentation, IT Service Management, Outsourcing, Management, Solution Architecture, SharePoint, Project Portfolio..., PMO, Business Process..., Information Technology, Software Development, Servers, Business Intelligence, Business Process, PMP, Software Project..., Service Delivery, Data Warehousing, Resource Management, Cross-functional Team..., Systems Analysis, Governance, System Deployment, Cloud Computing, Requirements Gathering, MS Project, Risk Management, Infrastructure
Education
Northwestern University
Masters, Electrical Engineering
Elmhurst College
Bachelors, Physics and Mathematics
Nuveen Investments January 2008 - Present
United Airlines November 1985 - February 2007
Teletype (AT&T Western Electric) February 1979 - November 1985
Skills
ITIL, IT Management, Project Management, Business Analysis, Integration, IT Operations, Process Improvement, Visio, Requirements Analysis, Virtualization, Security, Business Continuity, Software Documentation, IT Service Management, Outsourcing, Management, Solution Architecture, SharePoint, Project Portfolio..., PMO, Business Process..., Information Technology, Software Development, Servers, Business Intelligence, Business Process, PMP, Software Project..., Service Delivery, Data Warehousing, Resource Management, Cross-functional Team..., Systems Analysis, Governance, System Deployment, Cloud Computing, Requirements Gathering, MS Project, Risk Management, Infrastructure
Education
Northwestern University
Masters, Electrical Engineering
Elmhurst College
Bachelors, Physics and Mathematics
Jane Lizell's Nuveen Investments Experience 2000 - 2009
Job Financial Professional
Industry Financial Services
Experience
Nuveen Investments 2000 - 2009
Nuveen Investments 2007 - 2008
Chestnut Hill Hospital December 1996 - June 2006
Greentree Brokerage Services 1998 - 2000
Skills
Equities, Mutual Funds, Series 7, Trading, Asset Management, Fixed Income, Securities, Alternative Investments, Asset Allocation, Series 63, Wealth Management, Hedge Funds, Investment Strategies
Education
Temple University - Fox School of Business and Management 2000 — 2002
MBA, Finance
Drexel University - LeBow College of Business 1995 — 1998
Bachelor's, Finance
Nuveen Investments 2000 - 2009
Nuveen Investments 2007 - 2008
Chestnut Hill Hospital December 1996 - June 2006
Greentree Brokerage Services 1998 - 2000
Skills
Equities, Mutual Funds, Series 7, Trading, Asset Management, Fixed Income, Securities, Alternative Investments, Asset Allocation, Series 63, Wealth Management, Hedge Funds, Investment Strategies
Education
Temple University - Fox School of Business and Management 2000 — 2002
MBA, Finance
Drexel University - LeBow College of Business 1995 — 1998
Bachelor's, Finance
Chris Schaerli's Nuveen Investments Experience June 2013 - Present
Job Senior Architect Security Operations & Technology at Nuveen Investments
Industry Computer & Network Security
Experience
Nuveen Investments June 2013 - Present
Nuveen Investments January 2012 - Present
Nuveen Investments June 2011 - January 2012
Nuveen Investments March 2010 - June 2011
CNA Insurance December 2005 - March 2010
CNA Insurance 2000 - 2005
Skills
CISSP, Security, Disaster Recovery, Encryption, Certified Information..., Certificate of Cloud..., Network Security, Information Security, Networking, Information Security..., Infrastructure, Computer Security, Business Continuity, Firewalls, IT Strategy, ITIL, IT Management, PCI DSS, Application Security, Management, Vulnerability Management, Penetration Testing, IT Operations, CISM, Data Center, Enterprise Architecture, VMware, Windows Server, Solution Architecture, Unix, Troubleshooting, Vendor Management, System Administration
Education
Northern Illinois University 1998 — 2000
Masters, Information Systems
Hanover College 1992 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
Nuveen Investments June 2013 - Present
Nuveen Investments January 2012 - Present
Nuveen Investments June 2011 - January 2012
Nuveen Investments March 2010 - June 2011
CNA Insurance December 2005 - March 2010
CNA Insurance 2000 - 2005
Skills
CISSP, Security, Disaster Recovery, Encryption, Certified Information..., Certificate of Cloud..., Network Security, Information Security, Networking, Information Security..., Infrastructure, Computer Security, Business Continuity, Firewalls, IT Strategy, ITIL, IT Management, PCI DSS, Application Security, Management, Vulnerability Management, Penetration Testing, IT Operations, CISM, Data Center, Enterprise Architecture, VMware, Windows Server, Solution Architecture, Unix, Troubleshooting, Vendor Management, System Administration
Education
Northern Illinois University 1998 — 2000
Masters, Information Systems
Hanover College 1992 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
Peter Nord's Nuveen Investments Experience July 1991 - July 1993
Job Sr. Principal, Management Consulting Services Group at Infosys Limited
Industry Information Technology and Services
Experience
Infosys Limited May 2011 - Present
North Highland 2004 - May 2011
AT&T July 2010 - March 2011
Accenture 1997 - 2001
The Atlanta Committee for the Olympic Games February 1996 - September 1996
Nuveen Investments July 1991 - July 1993
Skills
IT Strategy, Program Management, Vendor Management, Business Analytics, Process Improvement
Education
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA)
Duke University 1987 — 1991
Economics, Economics and History
Infosys Limited May 2011 - Present
North Highland 2004 - May 2011
AT&T July 2010 - March 2011
Accenture 1997 - 2001
The Atlanta Committee for the Olympic Games February 1996 - September 1996
Nuveen Investments July 1991 - July 1993
Skills
IT Strategy, Program Management, Vendor Management, Business Analytics, Process Improvement
Education
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA)
Duke University 1987 — 1991
Economics, Economics and History
Nick Albu's Nuveen Investments Experience February 2010 - Present
Job VP, Advisor Consultant at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments February 2010 - Present
Nuveen Investments October 2004 - August 2010
Prudential Financial January 2003 - October 2004
Skills
Separately Managed..., Series 7, Mutual Funds, Investments, Asset Allocation, Series 63, Fixed Income, Investment Strategies, Wealth Management, Investment Management, FINRA, Securities, Closed-end Funds, ETFs, Asset Management, Bonds, Investment Advisory, Managing Accounts, Series 65, Uniform Combined State..., Wholesale, Alternative Investments, Strategic Financial..., Equities, Hedge Funds, 401k, Retirement Planning, Financial Advisory, Wholesaling, Financial Planning, Managed Accounts, Series 66, Unit Investment Trusts
Education
Eastern Illinois University 1998 — 2002
Bachelor of Science (BS), Finance
Eastern Illinois University 1998 — 2002
Bachelor of Science (B.S.), Finance
Nuveen Investments February 2010 - Present
Nuveen Investments October 2004 - August 2010
Prudential Financial January 2003 - October 2004
Skills
Separately Managed..., Series 7, Mutual Funds, Investments, Asset Allocation, Series 63, Fixed Income, Investment Strategies, Wealth Management, Investment Management, FINRA, Securities, Closed-end Funds, ETFs, Asset Management, Bonds, Investment Advisory, Managing Accounts, Series 65, Uniform Combined State..., Wholesale, Alternative Investments, Strategic Financial..., Equities, Hedge Funds, 401k, Retirement Planning, Financial Advisory, Wholesaling, Financial Planning, Managed Accounts, Series 66, Unit Investment Trusts
Education
Eastern Illinois University 1998 — 2002
Bachelor of Science (BS), Finance
Eastern Illinois University 1998 — 2002
Bachelor of Science (B.S.), Finance
Brian Smith, SSGB's Nuveen Investments Experience October 1998 - March 2002
Job at Unemployed
Industry Financial Services
Experience
Unemployed August 2008 - Present
MetLife Financial Services February 2008 - August 2008
Fixed Income Securities, LP May 2006 - February 2008
Claymore Securities May 2002 - March 2006
Nuveen Investments October 1998 - March 2002
A.G. Edwards & Sons, Inc. June 1993 - June 1996
Education
Villanova University 2010 — 2010
Masters, Six Sigma Master Certificate Program with emphasis in Financial Services
University of Illinois at Chicago 1996 — 1998
BA, Economics
Eastern Illinois University 1991 — 1993
none, Economics
Unemployed August 2008 - Present
MetLife Financial Services February 2008 - August 2008
Fixed Income Securities, LP May 2006 - February 2008
Claymore Securities May 2002 - March 2006
Nuveen Investments October 1998 - March 2002
A.G. Edwards & Sons, Inc. June 1993 - June 1996
Education
Villanova University 2010 — 2010
Masters, Six Sigma Master Certificate Program with emphasis in Financial Services
University of Illinois at Chicago 1996 — 1998
BA, Economics
Eastern Illinois University 1991 — 1993
none, Economics
Rob Kenyon's Nuveen Investments Experience October 1999 - November 2008
Job Managing Director, Business Development at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners July 2012 - Present
Kenyon Consulting, LLC November 2008 - July 2012
Nuveen Investments October 1999 - November 2008
Nuveen Investments January 2001 - November 2001
Nuveen Investments June 2000 - January 2001
Nuveen Investments October 1999 - June 2000
Skills
Series 7, Mutual Funds, Closed-end Funds, Securities, Asset Management, Investments, Investment Strategies, Funding, Separately Managed..., Fixed Income, Equities, Financial Markets, Capital Markets, Bonds, Wholesaling, Series 63, Banking, Product Development, Marketing Strategy, Asset Managment, Financial Advisory, Financial Services, Alternative Investments, Asset Allocation, Investment Management, Investment Advisory, Investment Banking, Hedge Funds, Wealth Management, Portfolio Management, Series 24, Trading, Bloomberg, Private Equity, FINRA, Investor Relations, Series 65
Education
University of Pennsylvania - The Wharton School 2006 — 2008
SII, Securities Industry Institute
Drew University 1990 — 1994
Bachelor of Science , Political Science
Virtus Investment Partners July 2012 - Present
Kenyon Consulting, LLC November 2008 - July 2012
Nuveen Investments October 1999 - November 2008
Nuveen Investments January 2001 - November 2001
Nuveen Investments June 2000 - January 2001
Nuveen Investments October 1999 - June 2000
Skills
Series 7, Mutual Funds, Closed-end Funds, Securities, Asset Management, Investments, Investment Strategies, Funding, Separately Managed..., Fixed Income, Equities, Financial Markets, Capital Markets, Bonds, Wholesaling, Series 63, Banking, Product Development, Marketing Strategy, Asset Managment, Financial Advisory, Financial Services, Alternative Investments, Asset Allocation, Investment Management, Investment Advisory, Investment Banking, Hedge Funds, Wealth Management, Portfolio Management, Series 24, Trading, Bloomberg, Private Equity, FINRA, Investor Relations, Series 65
Education
University of Pennsylvania - The Wharton School 2006 — 2008
SII, Securities Industry Institute
Drew University 1990 — 1994
Bachelor of Science , Political Science
Fia Fosburg's Nuveen Investments Experience 1999 - 2000
Job ELL Interpreter at Frederick County Public Schools
Industry Translation and Localization
Experience
Red Lotus Bukido Martial Arts Center February 2013 - Present
Frederick County Public Schools October 2013 - April 2014
Jhoon Rhee Black Belt Academy October 2009 - December 2010
Fredericktowne Bank 2000 - 2002
Nuveen Investments 1999 - 2000
Rittenhouse Financial 1998 - 2000
Skills
Fitness, Public Speaking, Social Networking, Team Building, Translation, Dog Training, Blended Learning, Foreign Languages, Dog Behaviorist, Fostering dogs, Marketing Strategy, Advertising, Account Management
Education
Fairleigh Dickinson University 1987 — 2002
B.B.S, B.A.S., Accounting, Economics, International Relations, Political Science, International Law
Fairleigh Dickinson University-Wroxton College, UK 1991 — 1992
Red Lotus Bukido Martial Arts Center February 2013 - Present
Frederick County Public Schools October 2013 - April 2014
Jhoon Rhee Black Belt Academy October 2009 - December 2010
Fredericktowne Bank 2000 - 2002
Nuveen Investments 1999 - 2000
Rittenhouse Financial 1998 - 2000
Skills
Fitness, Public Speaking, Social Networking, Team Building, Translation, Dog Training, Blended Learning, Foreign Languages, Dog Behaviorist, Fostering dogs, Marketing Strategy, Advertising, Account Management
Education
Fairleigh Dickinson University 1987 — 2002
B.B.S, B.A.S., Accounting, Economics, International Relations, Political Science, International Law
Fairleigh Dickinson University-Wroxton College, UK 1991 — 1992
Jennifer Bixler-Telesca's Nuveen Investments Experience 1999 - 2004
Job Sales Vice President at John Hancock
Industry Investment Management
Experience
John Hancock Sales Vice President, Business ConsultantJohn HancockMay 2006 - Present
John Hancock Funds 2006 - Present
ADP 2004 - 2006
Nuveen Investments 1999 - 2004
Skills
401k, Sales, Mutual Funds, Asset Allocation, Sales Management, Separately Managed..., Series 6, Series 63, Series 7, Wealth Management
Education
University of Maryland College Park 1996 — 1998
M.A., American Studies, Historic Preservation
Franklin & Marshall College 1992 — 1996
John Hancock Sales Vice President, Business ConsultantJohn HancockMay 2006 - Present
John Hancock Funds 2006 - Present
ADP 2004 - 2006
Nuveen Investments 1999 - 2004
Skills
401k, Sales, Mutual Funds, Asset Allocation, Sales Management, Separately Managed..., Series 6, Series 63, Series 7, Wealth Management
Education
University of Maryland College Park 1996 — 1998
M.A., American Studies, Historic Preservation
Franklin & Marshall College 1992 — 1996
Frank Racioppi's Nuveen Investments Experience June 2012 - September 2013
Job Senior Project Manager at Citadel LLC
Industry Information Technology and Services
Experience
Citadel LLC January 2015 - Present
Sapient Global Markets September 2013 - January 2015
Nuveen Investments June 2012 - September 2013
Nuveen Investments January 2011 - June 2012
Nuveen Investments January 2010 - January 2011
Nuveen Investments September 2007 - January 2010
Skills
Bloomberg, Electronic Trading, Equities, Portfolio Management, Investments, Charles River IMS, Project Management, Derivatives, Microsoft Excel, Projects, Fixed Income, Securities, Trading, Trading Systems, Hedge Funds, Investment Management, SQL, Crystal Reports, SSRS, Visual Basic, SSIS, Advent, Asset Managment, Business Analysis, Performance Analysis, Capital Markets, International Project..., Enterprise Architecture, Market Data, Options, Financial Markets, Financial Services, Asset Management, Management
Education
Florida Institute of Technology 2002 — 2007
Bachelor's degree, Electrical Engineering
Florida Institute of Technology 2002 — 2007
Bachelor's degree, Computer Engineering
Citadel LLC January 2015 - Present
Sapient Global Markets September 2013 - January 2015
Nuveen Investments June 2012 - September 2013
Nuveen Investments January 2011 - June 2012
Nuveen Investments January 2010 - January 2011
Nuveen Investments September 2007 - January 2010
Skills
Bloomberg, Electronic Trading, Equities, Portfolio Management, Investments, Charles River IMS, Project Management, Derivatives, Microsoft Excel, Projects, Fixed Income, Securities, Trading, Trading Systems, Hedge Funds, Investment Management, SQL, Crystal Reports, SSRS, Visual Basic, SSIS, Advent, Asset Managment, Business Analysis, Performance Analysis, Capital Markets, International Project..., Enterprise Architecture, Market Data, Options, Financial Markets, Financial Services, Asset Management, Management
Education
Florida Institute of Technology 2002 — 2007
Bachelor's degree, Electrical Engineering
Florida Institute of Technology 2002 — 2007
Bachelor's degree, Computer Engineering
Phil Toelle's Nuveen Investments Experience June 2005 - August 2008
Job IT Service Engineer at Microsoft
Industry Computer Networking
Experience
Microsoft February 2014 - Present
PNB Tech Solutions February 2011 - Present
Echostar Satellite Services L.L.C. August 2012 - February 2014
Constructive Technologies Group, Inc. August 2008 - February 2011
Nuveen Investments June 2005 - August 2008
Vista Information Technologies March 2000 - June 2001
Lucent Technologies 1998 - 2000
Disney Worldwide Services 1996 - 1998
DynCorp International 1988 - 1996
Skills
Servers, Software Installation, Network Design, Business Intelligence, Networking, Virtualization, Disaster Recovery, Management, Active Directory, Windows Server, Troubleshooting, DNS, VMware ESX, Data Center, VMware, Bible Study, Cisco Technologies, Entertainment, Foosball, Information Technology
Education
Grand Canyon University 1991 — 1993
MA
University of Arizona 1981 — 1985
BS, Electrical Engineering
buena high school 1978 — 1981
Microsoft February 2014 - Present
PNB Tech Solutions February 2011 - Present
Echostar Satellite Services L.L.C. August 2012 - February 2014
Constructive Technologies Group, Inc. August 2008 - February 2011
Nuveen Investments June 2005 - August 2008
Vista Information Technologies March 2000 - June 2001
Lucent Technologies 1998 - 2000
Disney Worldwide Services 1996 - 1998
DynCorp International 1988 - 1996
Skills
Servers, Software Installation, Network Design, Business Intelligence, Networking, Virtualization, Disaster Recovery, Management, Active Directory, Windows Server, Troubleshooting, DNS, VMware ESX, Data Center, VMware, Bible Study, Cisco Technologies, Entertainment, Foosball, Information Technology
Education
Grand Canyon University 1991 — 1993
MA
University of Arizona 1981 — 1985
BS, Electrical Engineering
buena high school 1978 — 1981
Vincent Chiu's Nuveen Investments Experience July 2015 - Present
Job Nuveen
Industry Financial Services
Experience
Nuveen Investments July 2015 - Present
BlackRock October 2013 - July 2015
Natixis Global Asset Management August 2010 - October 2013
Sun Life Financial September 2006 - August 2010
IPVision, Inc. December 2003 - September 2006
Skills
Securities, Series 63, Sales, 401k, Leadership, Mutual Funds, Asset Management, Alternative Investments, Portfolio Management, Series 7, Wealth Management, Investments, Asset Allocation, Sales Operations, Management, Business Development, Series 6, Strategy, Financial Advisory
Education
University of Massachusetts, Amherst 1999 — 2004
Fudan University
Intensive Mandarin Program
Nuveen Investments July 2015 - Present
BlackRock October 2013 - July 2015
Natixis Global Asset Management August 2010 - October 2013
Sun Life Financial September 2006 - August 2010
IPVision, Inc. December 2003 - September 2006
Skills
Securities, Series 63, Sales, 401k, Leadership, Mutual Funds, Asset Management, Alternative Investments, Portfolio Management, Series 7, Wealth Management, Investments, Asset Allocation, Sales Operations, Management, Business Development, Series 6, Strategy, Financial Advisory
Education
University of Massachusetts, Amherst 1999 — 2004
Fudan University
Intensive Mandarin Program
Holly Lierman Turshinsky's Nuveen Investments Experience June 2008 - September 2011
Job Senior Compensation Professional
Industry Financial Services
Experience
Outerwall September 2011 - Present
Nuveen Investments June 2008 - September 2011
Nuveen Investments May 2007 - May 2008
Calamos Investments 2002 - 2007
Education
Elmhurst College 2000 — 2002
Master of Industrial/Organizational Psychology, Industrial/Organizational Psychology
Illinois State University 1996 — 2000
BS, Psychology & Sociology
Outerwall September 2011 - Present
Nuveen Investments June 2008 - September 2011
Nuveen Investments May 2007 - May 2008
Calamos Investments 2002 - 2007
Education
Elmhurst College 2000 — 2002
Master of Industrial/Organizational Psychology, Industrial/Organizational Psychology
Illinois State University 1996 — 2000
BS, Psychology & Sociology
Ellen Fleischhacker, CFP®'s Nuveen Investments Experience July 2006 - October 2013
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2006 - October 2013
Skills
Fixed Income, Series 7, Mutual Funds, ETFs, Asset Management, Asset Allocation, Series 63, Alternative Investments
Education
Fordham University 2001 — 2005
Fordham University 2001 — 2005
Nuveen Investments July 2006 - October 2013
Skills
Fixed Income, Series 7, Mutual Funds, ETFs, Asset Management, Asset Allocation, Series 63, Alternative Investments
Education
Fordham University 2001 — 2005
Fordham University 2001 — 2005
Michael Bates, Jr.'s Nuveen Investments Experience March 2009 - September 2009
Job NAV Operations Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
BNY Mellon June 2013 - August 2015
BNY Mellon June 2012 - June 2013
Freedom Rings Partnership - Drexel University April 2011 - March 2012
North American Mission Board September 2008 - March 2012
Macquarie Group July 2010 - March 2011
Laurence A. Baiada Center April 2008 - March 2010
Nuveen Investments March 2009 - September 2009
Adecco Employment Services June 2008 - August 2008
R & G Property Services June 2006 - July 2008
Skills
Access, PowerPoint, Microsoft Word, APL, Basecamp, Bloomberg Terminal, Excel, Factset, MS Project, Outlook, SharePoint, Word, Training, Microsoft Excel, Management, Finance, Analysis
Education
Drexel University 2008 — 2012
Bachelor's of Business Administration, Finance
BNY Mellon September 2015 - Present
BNY Mellon June 2013 - August 2015
BNY Mellon June 2012 - June 2013
Freedom Rings Partnership - Drexel University April 2011 - March 2012
North American Mission Board September 2008 - March 2012
Macquarie Group July 2010 - March 2011
Laurence A. Baiada Center April 2008 - March 2010
Nuveen Investments March 2009 - September 2009
Adecco Employment Services June 2008 - August 2008
R & G Property Services June 2006 - July 2008
Skills
Access, PowerPoint, Microsoft Word, APL, Basecamp, Bloomberg Terminal, Excel, Factset, MS Project, Outlook, SharePoint, Word, Training, Microsoft Excel, Management, Finance, Analysis
Education
Drexel University 2008 — 2012
Bachelor's of Business Administration, Finance
Sheri Snowden's Nuveen Investments Experience January 2010 - Present
Job VP & Relationship Mgr. at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2010 - Present
Nuveen Investments January 2004 - December 2009
Nuveen Investments February 1998 - December 2003
Nuveen Investments June 1995 - January 1998
Nuveen Investments August 1993 - May 1995
Skills
Series 7, Mutual Funds, Series 63
Education
Eastern Illinois University 1988 — 1993
Marian Catholic 1984 — 1988
Nuveen Investments January 2010 - Present
Nuveen Investments January 2004 - December 2009
Nuveen Investments February 1998 - December 2003
Nuveen Investments June 1995 - January 1998
Nuveen Investments August 1993 - May 1995
Skills
Series 7, Mutual Funds, Series 63
Education
Eastern Illinois University 1988 — 1993
Marian Catholic 1984 — 1988
Bill Tannura's Nuveen Investments Experience 2008 - Present
Job AVP Application Architecture and Application Development
Industry Computer Software
Experience
Nuveen Investments 2008 - Present
Harley-Davidson Financial Services 2004 - 2008
Joint Commission 1998 - 2004
Chrysler Systems Leasing 1993 - 1998
Skills
SQL, JavaScript, Project Management, Software Project..., Web Services, Business Analysis, Enterprise Architecture, ASP.NET, C#, Databases, ETL, Requirements Analysis, SOA, Data Modeling, Data Warehousing, SDLC, Database Design, Agile Methodologies, Microsoft SQL Server, Business Intelligence, Software Development, Integration, XML, Process Improvement, PMP, SharePoint, T-SQL, Management Consulting, Asset Managment, IT Strategy, Business Process, Business Process..., SSIS, Requirements Gathering, Portfolio Management, Visio, Financial Services, Financial Modeling, Analysis, SSRS, Crystal Reports, Solution Architecture, Systems Analysis, TFS
Education
Illinois State University 1990 — 1993
Nuveen Investments 2008 - Present
Harley-Davidson Financial Services 2004 - 2008
Joint Commission 1998 - 2004
Chrysler Systems Leasing 1993 - 1998
Skills
SQL, JavaScript, Project Management, Software Project..., Web Services, Business Analysis, Enterprise Architecture, ASP.NET, C#, Databases, ETL, Requirements Analysis, SOA, Data Modeling, Data Warehousing, SDLC, Database Design, Agile Methodologies, Microsoft SQL Server, Business Intelligence, Software Development, Integration, XML, Process Improvement, PMP, SharePoint, T-SQL, Management Consulting, Asset Managment, IT Strategy, Business Process, Business Process..., SSIS, Requirements Gathering, Portfolio Management, Visio, Financial Services, Financial Modeling, Analysis, SSRS, Crystal Reports, Solution Architecture, Systems Analysis, TFS
Education
Illinois State University 1990 — 1993
Conner Brown's Nuveen Investments Experience April 2007 - September 2007
Job Investment Strategy Analyst at Mercer
Industry Financial Services
Experience
Mercer September 2010 - Present
PNC Capital Advisors April 2008 - November 2008
Nuveen Investments April 2007 - September 2007
Education
Drexel University 2009 — 2010
MBA, Investment Management
Drexel University 2005 — 2009
B.S., Finance
Mercer September 2010 - Present
PNC Capital Advisors April 2008 - November 2008
Nuveen Investments April 2007 - September 2007
Education
Drexel University 2009 — 2010
MBA, Investment Management
Drexel University 2005 — 2009
B.S., Finance
Kristine Carroll's Nuveen Investments Experience January 2000 - January 2005
Job Director at IDLife
Industry Health, Wellness and Fitness
Experience
IDLife Corporate February 2015 - Present
Love 2 Be Fit August 2013 - Present
LA Fitness January 2010 - Present
Phoenixville ymca March 2009 - August 2013
Nuveen Investments January 2000 - January 2005
Skills
Fitness, Fitness Training, Dance, Zumba, Lifestyle, Choreography, Cardio, Aerobics, Staff Development
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1999
B.S., Business Administration
IDLife Corporate February 2015 - Present
Love 2 Be Fit August 2013 - Present
LA Fitness January 2010 - Present
Phoenixville ymca March 2009 - August 2013
Nuveen Investments January 2000 - January 2005
Skills
Fitness, Fitness Training, Dance, Zumba, Lifestyle, Choreography, Cardio, Aerobics, Staff Development
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1999
B.S., Business Administration
William Pawlikowski's Nuveen Investments Experience March 2000 - August 2001
Job Director of Systems Integration at Passport Health Communications
Industry Computer Software
Experience
Passport Health Communications February 2002 - Present
Nuveen Investments March 2000 - August 2001
Nuveen Investments June 1998 - March 2000
Education
Illinois Institute of Technology 2004 — 2008
Masters, Software Engineering
University of Illinois at Urbana-Champaign 1993 — 1998
BS, English
Passport Health Communications February 2002 - Present
Nuveen Investments March 2000 - August 2001
Nuveen Investments June 1998 - March 2000
Education
Illinois Institute of Technology 2004 — 2008
Masters, Software Engineering
University of Illinois at Urbana-Champaign 1993 — 1998
BS, English
Sherene Douglas's Nuveen Investments Experience March 2005 - May 2007
Job Portfolio Accountant
Industry Accounting
Experience
Merrill Lynch January 2013 - July 2014
State Street July 2011 - August 2012
JPMorgan Chase October 2010 - July 2011
State Street Investment Manager Services November 2008 - July 2010
GMAC Mortgage May 2007 - September 2008
Nuveen Investments March 2005 - May 2007
Gartmore Global July 2004 - March 2005
Morgan Stanley April 2004 - July 2004
Credit Suisse 1996 - 1998
Skills
Bloomberg, Analysis, Accounting, Account Reconciliation, Financial Analysis, Microsoft Excel, Asset Management, Securities, Investments, Access, Cash Management, Equities, Finance, Management, Mutual Funds, Portfolio Management
Education
HUNTER COLLEGE 1994 — 2000
Bachelor of Arts Degree, Economics
Campion College
Gwynedd Mercy University
Master of Science, Management
Merrill Lynch January 2013 - July 2014
State Street July 2011 - August 2012
JPMorgan Chase October 2010 - July 2011
State Street Investment Manager Services November 2008 - July 2010
GMAC Mortgage May 2007 - September 2008
Nuveen Investments March 2005 - May 2007
Gartmore Global July 2004 - March 2005
Morgan Stanley April 2004 - July 2004
Credit Suisse 1996 - 1998
Skills
Bloomberg, Analysis, Accounting, Account Reconciliation, Financial Analysis, Microsoft Excel, Asset Management, Securities, Investments, Access, Cash Management, Equities, Finance, Management, Mutual Funds, Portfolio Management
Education
HUNTER COLLEGE 1994 — 2000
Bachelor of Arts Degree, Economics
Campion College
Gwynedd Mercy University
Master of Science, Management
Rick Harper's Nuveen Investments Experience 1995 - 2002
Job Head of Fixed Income and Currency at WisdomTree Asset Management
Industry Financial Services
Experience
WisdomTree Asset Management January 2007 - Present
RBC Dain Rauscher July 2004 - October 2005
Banc One Capital Markets July 2002 - July 2003
ETF Advisors June 2002 - June 2003
Nuveen Investments 1995 - 2002
FEDERAL RESERVE BANK OF ATLANTA, 1992 - 1993
MERRILL LYNCH & CO. 1991 - 1992
Skills
ETFs, Fixed Income, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Series 7, Investment Strategies, Bloomberg, Bonds, Portfolio Management, Investments, Investment Banking, Currency, Investment Management, Financial Markets, Capital Markets, Emerging Markets, Financial Structuring, Financial Advisory, FX Options, Swaps, Economics
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Finance and Economics
Indiana University Bloomington 1993 — 1995
MBA, Economics and Investments
Emory University 1987 — 1991
BA, Economics and History
WisdomTree Asset Management January 2007 - Present
RBC Dain Rauscher July 2004 - October 2005
Banc One Capital Markets July 2002 - July 2003
ETF Advisors June 2002 - June 2003
Nuveen Investments 1995 - 2002
FEDERAL RESERVE BANK OF ATLANTA, 1992 - 1993
MERRILL LYNCH & CO. 1991 - 1992
Skills
ETFs, Fixed Income, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Series 7, Investment Strategies, Bloomberg, Bonds, Portfolio Management, Investments, Investment Banking, Currency, Investment Management, Financial Markets, Capital Markets, Emerging Markets, Financial Structuring, Financial Advisory, FX Options, Swaps, Economics
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Finance and Economics
Indiana University Bloomington 1993 — 1995
MBA, Economics and Investments
Emory University 1987 — 1991
BA, Economics and History
William Cavey's Nuveen Investments Experience October 2006 - 2015
Job BPV Capital Management
Industry Financial Services
Experience
BPV Capital Management - Back Porch Vista February 2015 - Present
Nuveen Investments October 2006 - 2015
Merrill Lynch Investment Managers 2005 - 2006
Merrill Lynch Investment Managers 2004 - 2006
Wachovia Securities, LLC 2000 - 2003
Wachovia Securities 1999 - 2003
Skills
Separately Managed..., Series 7, Wholesaling, ETFs, Investment Products, Mutual Funds, Closed-end Funds, Managed Accounts, Alternative Investments, Asset Allocation, Investment Strategies, Investments, Equities, Asset Management, Wealth Management, Investment Advisory, Series 63
Education
Elon University - Martha and Spencer Love School of Business 1986 — 1990
BS, Business Administration - Marketing Concentration
BPV Capital Management - Back Porch Vista February 2015 - Present
Nuveen Investments October 2006 - 2015
Merrill Lynch Investment Managers 2005 - 2006
Merrill Lynch Investment Managers 2004 - 2006
Wachovia Securities, LLC 2000 - 2003
Wachovia Securities 1999 - 2003
Skills
Separately Managed..., Series 7, Wholesaling, ETFs, Investment Products, Mutual Funds, Closed-end Funds, Managed Accounts, Alternative Investments, Asset Allocation, Investment Strategies, Investments, Equities, Asset Management, Wealth Management, Investment Advisory, Series 63
Education
Elon University - Martha and Spencer Love School of Business 1986 — 1990
BS, Business Administration - Marketing Concentration
Marc Gutwein's Nuveen Investments Experience 1996 - 1998
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2010 - Present
TD Securities May 2009 - February 2010
Merrill Lynch November 2004 - March 2009
NYSE 2004 - 2004
Chicago Board Options Exchange 2001 - 2004
Zacks Investment Research 1999 - 2001
Financial Industry Regulatory Authority (FINRA) 1998 - 1999
Nuveen Investments 1996 - 1998
Skills
Series 56, Series 63, Series 7, Compliance, Options, Equities
Education
Eastern Illinois University 1993 — 1996
Bachelor of Science in Business, Finance
Bank of America Merrill Lynch March 2010 - Present
TD Securities May 2009 - February 2010
Merrill Lynch November 2004 - March 2009
NYSE 2004 - 2004
Chicago Board Options Exchange 2001 - 2004
Zacks Investment Research 1999 - 2001
Financial Industry Regulatory Authority (FINRA) 1998 - 1999
Nuveen Investments 1996 - 1998
Skills
Series 56, Series 63, Series 7, Compliance, Options, Equities
Education
Eastern Illinois University 1993 — 1996
Bachelor of Science in Business, Finance
Paul Valdes's Nuveen Investments Experience June 2014 - Present
Job V.P. Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2014 - Present
Principal Funds Distributors, LLC August 2011 - May 2014
Transamerica Investments July 2009 - November 2010
Pacific Life November 2006 - January 2009
Evergreen Investments September 1996 - October 2006
ICON Capital Corp 1989 - 1996
Education
Fordham University
B.S., Business Administration
Nuveen Investments June 2014 - Present
Principal Funds Distributors, LLC August 2011 - May 2014
Transamerica Investments July 2009 - November 2010
Pacific Life November 2006 - January 2009
Evergreen Investments September 1996 - October 2006
ICON Capital Corp 1989 - 1996
Education
Fordham University
B.S., Business Administration
Sheila Hanley, CFA's Nuveen Investments Experience June 1989 - June 1991
Job Emerging Markets Credit Analyst
Industry Investment Management
Experience
Templenaboe Emerging Markets July 2011 - Present
Lehman Brothers Asset Management June 2000 - March 2008
Van Kampen Investments July 1991 - June 2000
Nuveen Investments June 1989 - June 1991
Education
Northwestern University - Kellogg School of Management
MBA, Analytical Finance
University of Chicago
Master of Arts (M.A.), International Relations
Georgetown University 1984 — 1988
BS Foreign Service, International Relations and Law
Templenaboe Emerging Markets July 2011 - Present
Lehman Brothers Asset Management June 2000 - March 2008
Van Kampen Investments July 1991 - June 2000
Nuveen Investments June 1989 - June 1991
Education
Northwestern University - Kellogg School of Management
MBA, Analytical Finance
University of Chicago
Master of Arts (M.A.), International Relations
Georgetown University 1984 — 1988
BS Foreign Service, International Relations and Law
Farnaz Mehran's Nuveen Investments Experience April 2015 - Present
Job Analyst at Nuveen Investment
Industry Investment Management
Experience
Nuveen Investments April 2015 - Present
F&K Delvotec Inc. July 2013 - March 2015
First Foundation Inc. October 2012 - June 2013
FUTEK Advanced Sensor Technology, Inc. September 2009 - October 2012
SIG International Ltd April 2009 - April 2011
EthosData Limited February 2009 - June 2009
PTF Group June 2005 - June 2006
Skills
Business Strategy, Mergers, Market Risk, VBA, Monte Carlo Simulation, Performance Measurement, Quantitative Analytics, Financial Modeling, Marketing Strategy, Business Process Mapping, Finance, Valuation, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Investments, Product Development, Corporate Finance, Business Analysis, Equities, Business Development
Education
Imperial College London 2007 — 2009
Master's Degree, Financial Mathematics
Queen Mary, U. of London 2006 — 2007
Master's Degree, International Business/Trade/Commerce
Tehran University 2001 — 2005
Bachelor's Degree, Industrial Engineering & System Analysis
Mahdavi School 1997 — 2001
High School, Applied Mathematics, A++
Nuveen Investments April 2015 - Present
F&K Delvotec Inc. July 2013 - March 2015
First Foundation Inc. October 2012 - June 2013
FUTEK Advanced Sensor Technology, Inc. September 2009 - October 2012
SIG International Ltd April 2009 - April 2011
EthosData Limited February 2009 - June 2009
PTF Group June 2005 - June 2006
Skills
Business Strategy, Mergers, Market Risk, VBA, Monte Carlo Simulation, Performance Measurement, Quantitative Analytics, Financial Modeling, Marketing Strategy, Business Process Mapping, Finance, Valuation, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Investments, Product Development, Corporate Finance, Business Analysis, Equities, Business Development
Education
Imperial College London 2007 — 2009
Master's Degree, Financial Mathematics
Queen Mary, U. of London 2006 — 2007
Master's Degree, International Business/Trade/Commerce
Tehran University 2001 — 2005
Bachelor's Degree, Industrial Engineering & System Analysis
Mahdavi School 1997 — 2001
High School, Applied Mathematics, A++
Court West's Nuveen Investments Experience 2002 - 2007
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial November 2012 - Present
Salient Partners March 2011 - November 2012
Janney Montgomery Scott January 2009 - February 2011
Evergreen Investments 2007 - 2009
Nuveen Investments 2002 - 2007
Delaware Investments, a member of the Macquarie Group October 1993 - February 2002
Education
Hampden-Sydney College 1982 — 1986
BA, PoliSci/German/English
Nationwide Financial November 2012 - Present
Salient Partners March 2011 - November 2012
Janney Montgomery Scott January 2009 - February 2011
Evergreen Investments 2007 - 2009
Nuveen Investments 2002 - 2007
Delaware Investments, a member of the Macquarie Group October 1993 - February 2002
Education
Hampden-Sydney College 1982 — 1986
BA, PoliSci/German/English
Jennifer Dukes Sugalski's Nuveen Investments Experience July 2007 - December 2009
Job Sr. Associate Portfolio Ops Wealth and Asset Management at Capital One
Industry Financial Services
Experience
Capital One April 2015 - Present
Brinker Capital July 2013 - April 2015
Brinker Capital July 2010 - July 2013
Brinker Capital March 2010 - July 2010
Brinker Capital January 2010 - March 2010
Nuveen Investments July 2007 - December 2009
Skills
Microsoft Excel, Bloomberg, Mutual Funds, Account Reconciliation, Investments, Portfolio Management
Education
Gwynedd Mercy University 2004 — 2007
Bachelor's, Business Administration, Finance
Capital One April 2015 - Present
Brinker Capital July 2013 - April 2015
Brinker Capital July 2010 - July 2013
Brinker Capital March 2010 - July 2010
Brinker Capital January 2010 - March 2010
Nuveen Investments July 2007 - December 2009
Skills
Microsoft Excel, Bloomberg, Mutual Funds, Account Reconciliation, Investments, Portfolio Management
Education
Gwynedd Mercy University 2004 — 2007
Bachelor's, Business Administration, Finance
Jack Abe's Nuveen Investments Experience August 2014 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2014 - Present
Nuveen Investments December 2013 - July 2014
Harbor Capital Advisors March 2012 - November 2013
NSA Media August 2010 - February 2012
Stifel Nicolaus July 2009 - July 2010
Prime International 2008 - 2008
Skills
Series 7, Series 63, Series 65, Series 6, Mutual Funds, Investments, Finance, Sales, Market Research
Education
Hope College 2005 — 2009
BA, Business
Nuveen Investments August 2014 - Present
Nuveen Investments December 2013 - July 2014
Harbor Capital Advisors March 2012 - November 2013
NSA Media August 2010 - February 2012
Stifel Nicolaus July 2009 - July 2010
Prime International 2008 - 2008
Skills
Series 7, Series 63, Series 65, Series 6, Mutual Funds, Investments, Finance, Sales, Market Research
Education
Hope College 2005 — 2009
BA, Business
Stephen T. Mumford, Jr., CFP®, AIF®'s Nuveen Investments Experience September 2006 - February 2007
Job Principal Valley Forge Financial Group
Industry Financial Services
Experience
Valley Forge Investment Consultants, Inc. February 2007 - Present
Nuveen Investments September 2006 - February 2007
Nuveen Investments May 2005 - September 2006
Skills
Alternative Investments, Asset Managment, Fixed Income, Equities, Private Equity, Financial Services, Investments, Investment Strategies
Education
Gwynedd-Mercy College
B.S., Business Administration
Kennedy Kenrick
Saint Joseph's University
M.S., Financial Services
Valley Forge Investment Consultants, Inc. February 2007 - Present
Nuveen Investments September 2006 - February 2007
Nuveen Investments May 2005 - September 2006
Skills
Alternative Investments, Asset Managment, Fixed Income, Equities, Private Equity, Financial Services, Investments, Investment Strategies
Education
Gwynedd-Mercy College
B.S., Business Administration
Kennedy Kenrick
Saint Joseph's University
M.S., Financial Services
Natalie Hernandez Jaeger's Nuveen Investments Experience 1999 - 2008
Job
Industry
Experience
Nuveen Investments 1999 - 2008
Gaylord Container September 1996 - June 1999
TransUnion June 1994 - September 1996
Education
Dominican University 1995 — 2000
MS, Information Systems
Elmhurst College 1990 — 1994
BS, Information Systems
Nuveen Investments 1999 - 2008
Gaylord Container September 1996 - June 1999
TransUnion June 1994 - September 1996
Education
Dominican University 1995 — 2000
MS, Information Systems
Elmhurst College 1990 — 1994
BS, Information Systems
Tyler Hajzus's Nuveen Investments Experience September 2006 - April 2007
Job Manager of Service, Tire, Commercial and eCommerce Pricing at Pep Boys
Industry Research
Experience
Pep Boys January 2015 - Present
Pep Boys July 2013 - January 2015
Pep Boys February 2012 - July 2013
Pep Boys August 2010 - February 2012
US Congress June 2009 - September 2009
Attalus Capital September 2007 - April 2008
Nuveen Investments September 2006 - April 2007
Skills
Microsoft Excel, Financial Analysis, Project Planning, Data Analysis, Microsoft Office, Financial Modeling, Analysis, Forecasting, Financial Reporting, Process Improvement
Education
Drexel University - LeBow College of Business 2005 — 2010
B.S., Economics, Minor in Legal Studies
Pep Boys January 2015 - Present
Pep Boys July 2013 - January 2015
Pep Boys February 2012 - July 2013
Pep Boys August 2010 - February 2012
US Congress June 2009 - September 2009
Attalus Capital September 2007 - April 2008
Nuveen Investments September 2006 - April 2007
Skills
Microsoft Excel, Financial Analysis, Project Planning, Data Analysis, Microsoft Office, Financial Modeling, Analysis, Forecasting, Financial Reporting, Process Improvement
Education
Drexel University - LeBow College of Business 2005 — 2010
B.S., Economics, Minor in Legal Studies
Nicholas Dalmaso's Nuveen Investments Experience July 1999 - November 2001
Job General Counsel M1 Finance
Industry Financial Services
Experience
M1 Finance April 2015 - Present
Destra Capital August 2008 - November 2014
Claymore Securities November 2001 - May 2008
Nuveen Investments July 1999 - November 2001
Van Kampen Investments May 1992 - July 1999
Education
Illinois Institute of Technology 1988 — 1991
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor's degree, Economics and Political Science
Maine Township High School East 1979 — 1983
M1 Finance April 2015 - Present
Destra Capital August 2008 - November 2014
Claymore Securities November 2001 - May 2008
Nuveen Investments July 1999 - November 2001
Van Kampen Investments May 1992 - July 1999
Education
Illinois Institute of Technology 1988 — 1991
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor's degree, Economics and Political Science
Maine Township High School East 1979 — 1983
Sarah (Lyons) Stanishewski's Nuveen Investments Experience February 2008 - December 2009
Job Trade Elevation at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Pershing August 2011 - August 2013
Pershing March 2010 - August 2011
Nuveen Investments February 2008 - December 2009
PFPC December 2006 - February 2008
Skills
Series 7, Series 65, Series 63
Education
St. Joseph's University 2011 — 2013
Master's degree, In Progress
Houghton College 2002 — 2006
B.S., Business Administration
Merrill Edge September 2014 - Present
Pershing August 2011 - August 2013
Pershing March 2010 - August 2011
Nuveen Investments February 2008 - December 2009
PFPC December 2006 - February 2008
Skills
Series 7, Series 65, Series 63
Education
St. Joseph's University 2011 — 2013
Master's degree, In Progress
Houghton College 2002 — 2006
B.S., Business Administration
Amanda Haney Kreno's Nuveen Investments Experience June 2008 - March 2010
Job Senior Associate, Board Relations, Legal Affairs at The Pew Charitable Trusts
Industry Financial Services
Experience
The Pew Charitable Trusts June 2010 - Present
Nuveen Investments June 2008 - March 2010
Metropolitan West Asset Management January 2007 - June 2008
Bodies in Motion July 2005 - December 2006
Education
Murray State University 1996 — 2000
B.A., Movement/Theatre
Drexel University
The Pew Charitable Trusts June 2010 - Present
Nuveen Investments June 2008 - March 2010
Metropolitan West Asset Management January 2007 - June 2008
Bodies in Motion July 2005 - December 2006
Education
Murray State University 1996 — 2000
B.A., Movement/Theatre
Drexel University
mary beth dunn's Nuveen Investments Experience October 2009 - May 2010
Job Financial Services Professional
Industry Financial Services
Experience
Nuveen Investments October 2009 - May 2010
Northern Trust Company May 2007 - September 2009
Lehman Brothers Asset Management September 2006 - January 2007
McDonnell Investment October 2004 - July 2006
Spear Leeds & Kellogg October 2003 - September 2004
Northern Trust Company September 2003 - September 2003
Nomura Securities International Inc June 2003 - August 2003
Zurich Scudder Investments/Scudder Kemper Investments September 1994 - July 2002
Morgan Stanley & Co. Inc November 1983 - November 1993
John Nuveen & Co. May 1980 - May 1983
Skills
Fixed Income
Education
Illinois State University
Bachelor of Science Psychology
Nuveen Investments October 2009 - May 2010
Northern Trust Company May 2007 - September 2009
Lehman Brothers Asset Management September 2006 - January 2007
McDonnell Investment October 2004 - July 2006
Spear Leeds & Kellogg October 2003 - September 2004
Northern Trust Company September 2003 - September 2003
Nomura Securities International Inc June 2003 - August 2003
Zurich Scudder Investments/Scudder Kemper Investments September 1994 - July 2002
Morgan Stanley & Co. Inc November 1983 - November 1993
John Nuveen & Co. May 1980 - May 1983
Skills
Fixed Income
Education
Illinois State University
Bachelor of Science Psychology
Daniel Seiferth's Nuveen Investments Experience September 2008 - March 2009
Job Recent Graduate
Industry Financial Services
Experience
Harleysville National Bank September 2009 - March 2010
Nuveen Investments September 2008 - March 2009
SAP August 2007 - March 2008
Education
Drexel University 2007 — 2011
Bachelor of Science in Business Administration, Finance and Accounting
Harleysville National Bank September 2009 - March 2010
Nuveen Investments September 2008 - March 2009
SAP August 2007 - March 2008
Education
Drexel University 2007 — 2011
Bachelor of Science in Business Administration, Finance and Accounting
David Martz's Nuveen Investments Experience November 2013 - Present
Job Staff Accountant at Nuveen Investments
Industry Accounting
Experience
Nuveen Investments November 2013 - Present
Illinois Wesleyan University August 2010 - March 2013
Normal CornBelters 2012 - 2012
Skills
Accounting, Microsoft Office, Customer Service, Data Entry, Troubleshooting, QuickBooks, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Time Management, Outlook, Analysis, Leadership, Research, Windows, Teamwork, Public Speaking, Financial Analysis
Education
Illinois Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Nuveen Investments November 2013 - Present
Illinois Wesleyan University August 2010 - March 2013
Normal CornBelters 2012 - 2012
Skills
Accounting, Microsoft Office, Customer Service, Data Entry, Troubleshooting, QuickBooks, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Time Management, Outlook, Analysis, Leadership, Research, Windows, Teamwork, Public Speaking, Financial Analysis
Education
Illinois Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Mark Winget's Nuveen Investments Experience December 2007 - Present
Job Vice President and Assistant General Counsel at Nuveen Investments
Industry Legal Services
Experience
Nuveen Investments December 2007 - Present
Vedder Price P.C. February 1997 - December 2007
Skills
Securities Regulation, Securities, Corporate Law
Education
Harvard Law School 1992 — 1995
Doctor of Law (J.D.)
The Johns Hopkins University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Nuveen Investments December 2007 - Present
Vedder Price P.C. February 1997 - December 2007
Skills
Securities Regulation, Securities, Corporate Law
Education
Harvard Law School 1992 — 1995
Doctor of Law (J.D.)
The Johns Hopkins University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Scott Romans's Nuveen Investments Experience June 2000 - Present
Job Senior Vice President and Portfolio Manager at Nuveen Investments
Industry
Experience
Nuveen Investments June 2000 - Present
Education
The University of Chicago 1991 — 2000
Doctor of Philosophy (Ph.D.), Theology
Illinois Institute of Technology
Master's Degree, Finance, General
University of Pennsylvania 1985 — 1989
Bachelor's Degree, Philosophy
Nuveen Investments June 2000 - Present
Education
The University of Chicago 1991 — 2000
Doctor of Philosophy (Ph.D.), Theology
Illinois Institute of Technology
Master's Degree, Finance, General
University of Pennsylvania 1985 — 1989
Bachelor's Degree, Philosophy
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group