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
Nate Sensor Nate Sensor's Nuveen Investments Experience December 2006 - December 2014
Job Regional Sales Director, Midwest at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management December 2014 - Present
Nuveen Investments December 2006 - December 2014
Merrill Lynch April 2006 - September 2006
Morgan Stanley March 2005 - March 2006
Skills
Mutual Funds, Series 7, Fixed Income, Series 65, Separately Managed..., Series 63, Asset Allocation, Securities
Education
Indiana University - Kelley School of Business 2001 — 2004
GW&K Investment Management December 2014 - Present
Nuveen Investments December 2006 - December 2014
Merrill Lynch April 2006 - September 2006
Morgan Stanley March 2005 - March 2006
Skills
Mutual Funds, Series 7, Fixed Income, Series 65, Separately Managed..., Series 63, Asset Allocation, Securities
Education
Indiana University - Kelley School of Business 2001 — 2004
Drew Zimmerman Drew Zimmerman's Nuveen Investments Experience December 2013 - Present
Job AVP, Compliance at Nuveen Investments
Industry Insurance
Experience
Nuveen Investments December 2013 - Present
UnitedHealth Group August 2013 - December 2013
Artisan Partners January 2012 - August 2013
Artisan Partners July 2010 - December 2011
Artisan Partners August 2005 - July 2010
Wells Fargo Advantage Funds 2004 - August 2005
Skills
Mutual Funds, Securities, Asset Management, Finance, Equities, Microsoft Excel, Investment Management, Bloomberg, Compliance, Valuation, Investment Advisor..., Internal Audit, Charles River IMS, Outlook, Series 63, Investment Compliance, Operations Audit, Process Flow..., UCITS, 144A, Series 7
Education
Marquette University
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business
Bachelor of Business Administration, Finance
Nuveen Investments December 2013 - Present
UnitedHealth Group August 2013 - December 2013
Artisan Partners January 2012 - August 2013
Artisan Partners July 2010 - December 2011
Artisan Partners August 2005 - July 2010
Wells Fargo Advantage Funds 2004 - August 2005
Skills
Mutual Funds, Securities, Asset Management, Finance, Equities, Microsoft Excel, Investment Management, Bloomberg, Compliance, Valuation, Investment Advisor..., Internal Audit, Charles River IMS, Outlook, Series 63, Investment Compliance, Operations Audit, Process Flow..., UCITS, 144A, Series 7
Education
Marquette University
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business
Bachelor of Business Administration, Finance
farrah kassam farrah kassam's Nuveen Investments Experience March 2011 - December 2013
Job Associate Manager at SS&C Globeop
Industry Investment Management
Experience
Capital Group August 2015 - Present
SS&C Globeop December 2013 - August 2015
Nuveen Investments March 2011 - December 2013
FINRA (Financial Industry Regulatory Authority) August 2010 - February 2011
Teacher/Employees Retirement System of Texas November 2007 - January 2009
Nuveen Investments February 2006 - August 2007
Dimensional Fund Advisors November 2005 - January 2006
Penson Financial Services June 2004 - September 2005
JPMorgan June 2002 - June 2004
Skills
Securities, Portfolio Management, Equities, Mutual Funds, Fixed Income, Asset Managment, Bloomberg, Derivatives, Trading Systems, Back Office, Investments, Middle Office, Investment Banking, Risk Management, Banking, Series 7, Series 63, Investment Management, Financial Markets, Corporate Actions, Finance, Settlement, Trading
Education
Texas A&M University 1996 — 1999
Bachelor of Business Administration (B.B.A.), finance
The University of Western Ontario - Richard Ivey School of Business 1993 — 1996
Bachelor of Applied Science (B.A.Sc.), chemisty
Capital Group August 2015 - Present
SS&C Globeop December 2013 - August 2015
Nuveen Investments March 2011 - December 2013
FINRA (Financial Industry Regulatory Authority) August 2010 - February 2011
Teacher/Employees Retirement System of Texas November 2007 - January 2009
Nuveen Investments February 2006 - August 2007
Dimensional Fund Advisors November 2005 - January 2006
Penson Financial Services June 2004 - September 2005
JPMorgan June 2002 - June 2004
Skills
Securities, Portfolio Management, Equities, Mutual Funds, Fixed Income, Asset Managment, Bloomberg, Derivatives, Trading Systems, Back Office, Investments, Middle Office, Investment Banking, Risk Management, Banking, Series 7, Series 63, Investment Management, Financial Markets, Corporate Actions, Finance, Settlement, Trading
Education
Texas A&M University 1996 — 1999
Bachelor of Business Administration (B.B.A.), finance
The University of Western Ontario - Richard Ivey School of Business 1993 — 1996
Bachelor of Applied Science (B.A.Sc.), chemisty
Brian Engel, CAIA's Nuveen Investments Experience May 2003 - August 2008
Job Director, Institutional Business Development at BMO Global Asset Management
Industry Investment Management
Experience
BMO Global Asset Management October 2014 - Present
Mesirow Financial September 2010 - October 2014
Advisory Research September 2008 - September 2010
Nuveen Investments May 2003 - August 2008
Foothill Capital August 2002 - February 2003
Heller Financial January 2000 - January 2002
Education
Indiana University Bloomington 1995 — 1999
B.S., Finance and Accounting
BMO Global Asset Management October 2014 - Present
Mesirow Financial September 2010 - October 2014
Advisory Research September 2008 - September 2010
Nuveen Investments May 2003 - August 2008
Foothill Capital August 2002 - February 2003
Heller Financial January 2000 - January 2002
Education
Indiana University Bloomington 1995 — 1999
B.S., Finance and Accounting
Edward Aguirre's Nuveen Investments Experience April 1999 - May 2002
Job Assistant Vice President at Zurich North America
Industry Insurance
Experience
Zurich North America May 2014 - Present
CNA July 2007 - April 2014
Hewitt Associates June 2002 - July 2007
Nuveen Investments April 1999 - May 2002
ARTHUR ANDERSEN January 1998 - April 1999
Citibank September 1996 - January 1998
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Corporate Finance, Forecasting, Insurance, Essbase, Internal Controls, Investments, Variance Analysis, Process Improvement, Business Analysis, Analysis, Finance, Financial Planning, Budgets
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
Master of Business Administration (MBA), Finance and Operations Management, 3.3/4.0
Marquette University 1992 — 1994
BS, Economics/Finance, 3.5/4.0
Zurich North America May 2014 - Present
CNA July 2007 - April 2014
Hewitt Associates June 2002 - July 2007
Nuveen Investments April 1999 - May 2002
ARTHUR ANDERSEN January 1998 - April 1999
Citibank September 1996 - January 1998
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Corporate Finance, Forecasting, Insurance, Essbase, Internal Controls, Investments, Variance Analysis, Process Improvement, Business Analysis, Analysis, Finance, Financial Planning, Budgets
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
Master of Business Administration (MBA), Finance and Operations Management, 3.3/4.0
Marquette University 1992 — 1994
BS, Economics/Finance, 3.5/4.0
Andrew Good, CFA Andrew Good, CFA's Nuveen Investments Experience September 2008 - October 2011
Job Product Specialist at 440 Investment Group
Industry Financial Services
Experience
440 Investment Group October 2013 - Present
Montage Investments October 2012 - October 2013
InsideResponse October 2011 - October 2012
Nuveen Investments September 2008 - October 2011
Education
Miami University 2004 — 2008
Bachelor of Science, Finance
Pembroke Hill
440 Investment Group October 2013 - Present
Montage Investments October 2012 - October 2013
InsideResponse October 2011 - October 2012
Nuveen Investments September 2008 - October 2011
Education
Miami University 2004 — 2008
Bachelor of Science, Finance
Pembroke Hill
James Stroble James Stroble's Nuveen Investments Experience July 2007 - March 2008
Job MBA Candidate at Washington University in St. Louis
Industry Management Consulting
Experience
Accenture June 2015 - August 2015
Thompson Street Capital Partners January 2015 - May 2015
International Trading Group March 2008 - September 2013
Nuveen Investments July 2007 - March 2008
Skills
Strategy, Management Consulting, Healthcare, Consulting, Trading, Proprietary Trading, Equities, Derivatives, Commodity, Financial Markets, Bloomberg, Technical Analysis, Electronic Trading, Options, Fixed Income, Economics, Business Valuation, Deal Sourcing, Microsoft Office, Data Analysis
Education
Washington University in St. Louis 2014 — 2016
Master of Business Administration (M.B.A.)
Loyola University of Chicago 2005 — 2008
Bachelor of Business Administration, Economics
St. Louis University High School
Accenture June 2015 - August 2015
Thompson Street Capital Partners January 2015 - May 2015
International Trading Group March 2008 - September 2013
Nuveen Investments July 2007 - March 2008
Skills
Strategy, Management Consulting, Healthcare, Consulting, Trading, Proprietary Trading, Equities, Derivatives, Commodity, Financial Markets, Bloomberg, Technical Analysis, Electronic Trading, Options, Fixed Income, Economics, Business Valuation, Deal Sourcing, Microsoft Office, Data Analysis
Education
Washington University in St. Louis 2014 — 2016
Master of Business Administration (M.B.A.)
Loyola University of Chicago 2005 — 2008
Bachelor of Business Administration, Economics
St. Louis University High School
Mallory Middaugh's Nuveen Investments Experience April 2011 - October 2011
Job Director of Recruiting & HR at Magnetar Capital
Industry Financial Services
Experience
Magnetar Capital June 2015 - Present
Mesirow Financial April 2013 - June 2015
Optiver October 2011 - January 2013
Nuveen Investments April 2011 - October 2011
Citadel Investment Group October 2007 - April 2011
Citadel Investment Group September 2006 - October 2007
Skills
Recruiting, Human Resources, Financial Services, Talent Acquisition, Talent Management, Taleo, College Recruiting, Technical Recruiting, Onboarding, Applicant Tracking...
Education
Miami University 2002 — 2006
BA Dual, Mass Communication; Political Science
Mentor High School 1999 — 2002
Magnetar Capital June 2015 - Present
Mesirow Financial April 2013 - June 2015
Optiver October 2011 - January 2013
Nuveen Investments April 2011 - October 2011
Citadel Investment Group October 2007 - April 2011
Citadel Investment Group September 2006 - October 2007
Skills
Recruiting, Human Resources, Financial Services, Talent Acquisition, Talent Management, Taleo, College Recruiting, Technical Recruiting, Onboarding, Applicant Tracking...
Education
Miami University 2002 — 2006
BA Dual, Mass Communication; Political Science
Mentor High School 1999 — 2002
Aliya Hasan Aliya Hasan's Nuveen Investments Experience August 2008 - September 2011
Job 2nd Vice President Hedge Fund Services at Northern Trust
Industry Banking
Experience
Northern Trust April 2013 - Present
Guggenheim Investments September 2011 - April 2013
Nuveen Investments August 2008 - September 2011
Northern Trust December 2004 - August 2008
Skills
Bloomberg, Portfolio Management, Fixed Income, Hedge Funds, Mutual Funds, Equities, Financial Analysis, Accounting, Financial Modeling, Account Reconciliation, Financial Reporting, Corporate Actions, Alternative Investments, Derivatives, Securities, Asset Management, Bonds, Trading, Valuation, Investments, Financial Services, Options, Investment Management, Wealth Management, Structured Products, Capital Markets
Education
Institute of Business Administration 1998 — 2001
Masters Of Business Administration, Finance
Northern Trust April 2013 - Present
Guggenheim Investments September 2011 - April 2013
Nuveen Investments August 2008 - September 2011
Northern Trust December 2004 - August 2008
Skills
Bloomberg, Portfolio Management, Fixed Income, Hedge Funds, Mutual Funds, Equities, Financial Analysis, Accounting, Financial Modeling, Account Reconciliation, Financial Reporting, Corporate Actions, Alternative Investments, Derivatives, Securities, Asset Management, Bonds, Trading, Valuation, Investments, Financial Services, Options, Investment Management, Wealth Management, Structured Products, Capital Markets
Education
Institute of Business Administration 1998 — 2001
Masters Of Business Administration, Finance
Patrick Dowdle's Nuveen Investments Experience June 2013 - August 2013
Job Volunteer at Adler Planetarium
Industry Financial Services
Experience
Adler Planetarium January 2014 - Present
Nuveen Investments June 2013 - August 2013
Madison Family Advisors August 2012 - September 2012
Viccinos Pizza Company September 2006 - August 2011
Oak Street Management June 2010 - August 2010
Goodworth Kitchie and Associates June 2009 - August 2009
Betterman Investment Group June 2008 - August 2008
Skills
Microsoft Access, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Morningstar, Microsoft Office...
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science (B.S.), Public Financial Management
Adler Planetarium January 2014 - Present
Nuveen Investments June 2013 - August 2013
Madison Family Advisors August 2012 - September 2012
Viccinos Pizza Company September 2006 - August 2011
Oak Street Management June 2010 - August 2010
Goodworth Kitchie and Associates June 2009 - August 2009
Betterman Investment Group June 2008 - August 2008
Skills
Microsoft Access, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Morningstar, Microsoft Office...
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science (B.S.), Public Financial Management
Gabby Contro Gabby Contro's Nuveen Investments Experience June 2011 - August 2011
Job Venture Associate at Crosslink Capital
Industry Venture Capital & Private Equity
Experience
Crosslink Capital September 2013 - Present
Ernst & Young August 2012 - June 2013
University of Michigan August 2011 - August 2012
Nuveen Investments June 2011 - August 2011
Ernst & Young June 2010 - August 2010
Envestnet Asset Management June 2009 - August 2009
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
M.S., Accounting
Lehigh University - College of Business and Economics 2007 — 2011
B.S., Accounting
Crosslink Capital September 2013 - Present
Ernst & Young August 2012 - June 2013
University of Michigan August 2011 - August 2012
Nuveen Investments June 2011 - August 2011
Ernst & Young June 2010 - August 2010
Envestnet Asset Management June 2009 - August 2009
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
M.S., Accounting
Lehigh University - College of Business and Economics 2007 — 2011
B.S., Accounting
Daniel M. Hinrichs, CFA's Nuveen Investments Experience February 2015 - Present
Job Senior Analyst, Securities Valuation
Industry Investment Management
Experience
Nuveen Investments February 2015 - Present
Nuveen Investments March 2014 - January 2015
NISA Investment Advisors, L.L.C. July 2013 - February 2014
NISA Investment Advisors, L.L.C. September 2011 - June 2013
NISA Investment Advisors, L.L.C. June 2011 - August 2011
The DESCO Group June 2009 - August 2009
Skills
Bloomberg Terminal, Equity Derivatives, Interest Rate..., Credit Derivatives, Fixed Income, Futures, Forwards, Omgeo Oasys, Omgeo ALERT, Omgeo Trade Suite, Markitwire, MarketAxess, Tradeweb, CAMRA, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Office..., Microsoft Word
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (BS), Finance, General
Indiana University Bloomington
Nuveen Investments February 2015 - Present
Nuveen Investments March 2014 - January 2015
NISA Investment Advisors, L.L.C. July 2013 - February 2014
NISA Investment Advisors, L.L.C. September 2011 - June 2013
NISA Investment Advisors, L.L.C. June 2011 - August 2011
The DESCO Group June 2009 - August 2009
Skills
Bloomberg Terminal, Equity Derivatives, Interest Rate..., Credit Derivatives, Fixed Income, Futures, Forwards, Omgeo Oasys, Omgeo ALERT, Omgeo Trade Suite, Markitwire, MarketAxess, Tradeweb, CAMRA, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Office..., Microsoft Word
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (BS), Finance, General
Indiana University Bloomington
Steven Viren Steven Viren's Nuveen Investments Experience July 2015 - Present
Job Team Leader eSurveillance & Privacy at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2015 - Present
Nuveen Investments July 2010 - July 2015
optionsXpress February 2007 - July 2010
Nationwide Financial April 2005 - October 2006
Spherion April 2004 - April 2005
Skills
Financial Services, Options, Mutual Funds, Closed-end Funds, FINRA, Securities, Finance
Education
John Carroll University 1999 — 2003
Bachelor's Degree, Finance
Nuveen Investments July 2015 - Present
Nuveen Investments July 2010 - July 2015
optionsXpress February 2007 - July 2010
Nationwide Financial April 2005 - October 2006
Spherion April 2004 - April 2005
Skills
Financial Services, Options, Mutual Funds, Closed-end Funds, FINRA, Securities, Finance
Education
John Carroll University 1999 — 2003
Bachelor's Degree, Finance
Craig Anthony Brown Jr Craig Anthony Brown Jr's Nuveen Investments Experience June 2014 - August 2014
Job Student at Joliet Junior College
Industry Financial Services
Experience
Nuveen Investments June 2014 - August 2014
MacArthur Foundation July 2013 - August 2013
RedLine Associates, Inc July 2012 - August 2012
Skills
Public Speaking, Motivational Speaking, Listener, Asset, Leadership Development, Production Support, Negotiation, Networking, Process Analysis
Education
Joliet Junior College 2011 — 2013
Mass Communication/Media Studies
Bolingbrook High school 2009 — 2011
High School, Mass Communication/Media Studies
Nuveen Investments June 2014 - August 2014
MacArthur Foundation July 2013 - August 2013
RedLine Associates, Inc July 2012 - August 2012
Skills
Public Speaking, Motivational Speaking, Listener, Asset, Leadership Development, Production Support, Negotiation, Networking, Process Analysis
Education
Joliet Junior College 2011 — 2013
Mass Communication/Media Studies
Bolingbrook High school 2009 — 2011
High School, Mass Communication/Media Studies
Steven Bartfield, CFA Steven Bartfield, CFA's Nuveen Investments Experience 2009 - 2009
Job Compliance Officer at ICAP
Industry Financial Services
Experience
ICAP September 2014 - Present
National Futures Association June 2011 - September 2014
Group One Trading, LP 2010 - 2010
Nuveen Investments 2009 - 2009
Citigroup Smith Barney 2008 - 2009
Education
University of Chicago 2012 — 2014
Master's degree, Computer Science
Loyola University of Chicago 2007 — 2011
BBA, Major in Finance, Accounting, and Economics
ICAP September 2014 - Present
National Futures Association June 2011 - September 2014
Group One Trading, LP 2010 - 2010
Nuveen Investments 2009 - 2009
Citigroup Smith Barney 2008 - 2009
Education
University of Chicago 2012 — 2014
Master's degree, Computer Science
Loyola University of Chicago 2007 — 2011
BBA, Major in Finance, Accounting, and Economics
Anthony Rochte's Nuveen Investments Experience May 1992 - May 1996
Job President Fidelity SelectCo, LLC at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
State Street Global Advisors September 2006 - March 2012
Barclays Global Investors February 2000 - September 2006
Fidelity Investments May 1996 - February 2000
Nuveen Investments May 1992 - May 1996
Education
Indiana University Bloomington 1987 — 1991
BA, Economics, Political Science
Fidelity Investments March 2012 - Present
State Street Global Advisors September 2006 - March 2012
Barclays Global Investors February 2000 - September 2006
Fidelity Investments May 1996 - February 2000
Nuveen Investments May 1992 - May 1996
Education
Indiana University Bloomington 1987 — 1991
BA, Economics, Political Science
Carolyn Quinn's Nuveen Investments Experience November 1989 - April 2006
Job Freelance Project Administrator, Researcher, Relationship Manager, and Recruiter
Industry Nonprofit Organization Management
Experience
Quinn Associates March 2012 - Present
Community Integrated Services October 2011 - March 2012
Quinn Associates 2010 - 2011
M Insurance Services, LLC March 2009 - April 2010
Quinn Associates May 2006 - March 2009
Nuveen Investments November 1989 - April 2006
Moseley Securities October 1983 - December 1987
Education
Lake Forest College
BA, History
Quinn Associates March 2012 - Present
Community Integrated Services October 2011 - March 2012
Quinn Associates 2010 - 2011
M Insurance Services, LLC March 2009 - April 2010
Quinn Associates May 2006 - March 2009
Nuveen Investments November 1989 - April 2006
Moseley Securities October 1983 - December 1987
Education
Lake Forest College
BA, History
Patrick Levendusky Patrick Levendusky's Nuveen Investments Experience February 2010 - Present
Job Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments February 2010 - Present
Van Kampen Investments October 2007 - February 2010
Morgan Stanley July 2006 - October 2007
Skills
Separately Managed..., Series 7, Mutual Funds, Series 65, Asset Allocation, Series 63, ETFs, Alternative Investments, Wealth Management, Investment Strategies, Investments, Investment Advisory, Asset Management, Securities, Fixed Income, Equities, Uniform Combined State...
Education
Miami University 2002 — 2006
Bachelor of Science (BS), Finance, General
Nuveen Investments February 2010 - Present
Van Kampen Investments October 2007 - February 2010
Morgan Stanley July 2006 - October 2007
Skills
Separately Managed..., Series 7, Mutual Funds, Series 65, Asset Allocation, Series 63, ETFs, Alternative Investments, Wealth Management, Investment Strategies, Investments, Investment Advisory, Asset Management, Securities, Fixed Income, Equities, Uniform Combined State...
Education
Miami University 2002 — 2006
Bachelor of Science (BS), Finance, General
Lindsay Horning's Nuveen Investments Experience June 1999 - 2001
Job
Industry Human Resources
Experience
Chipotle Mexican Grill October 2009 - Present
Bliss Events, LLC. August 2008 - November 2010
Aon Consulting February 2004 - October 2009
Hewitt Associates, LLC. August 2001 - February 2004
Nuveen Investments June 1999 - 2001
Skills
Employee Benefits, PeopleSoft, Recruiting, Data Analysis, Human Resources, Benefits Administration, Employee Relations, Insurance, Project Management, Training, Performance Management
Education
Miami University 1995 — 1999
BS in Business Administration, Management Information Systems
Chipotle Mexican Grill October 2009 - Present
Bliss Events, LLC. August 2008 - November 2010
Aon Consulting February 2004 - October 2009
Hewitt Associates, LLC. August 2001 - February 2004
Nuveen Investments June 1999 - 2001
Skills
Employee Benefits, PeopleSoft, Recruiting, Data Analysis, Human Resources, Benefits Administration, Employee Relations, Insurance, Project Management, Training, Performance Management
Education
Miami University 1995 — 1999
BS in Business Administration, Management Information Systems
Brittany (Gager) Siegel's Nuveen Investments Experience January 2013 - Present
Job Assistant Vice President, Associate Account Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2013 - Present
UBS June 2012 - January 2013
UBS Wealth Management February 2011 - June 2012
DTN Management January 2008 - December 2010
Wharton Center for the Performing Arts September 2006 - May 2009
Skills
Series 3, Series 7, Series 66, FINRA, PowerPoint, Mutual Funds, Wealth Management, Asset Allocation, Microsoft Excel
Education
Michigan State University 2005 — 2009
Bachelor of Arts, Marketing
Rockford High School 2001 — 2005
Diploma, General Education
Nuveen Investments January 2013 - Present
UBS June 2012 - January 2013
UBS Wealth Management February 2011 - June 2012
DTN Management January 2008 - December 2010
Wharton Center for the Performing Arts September 2006 - May 2009
Skills
Series 3, Series 7, Series 66, FINRA, PowerPoint, Mutual Funds, Wealth Management, Asset Allocation, Microsoft Excel
Education
Michigan State University 2005 — 2009
Bachelor of Arts, Marketing
Rockford High School 2001 — 2005
Diploma, General Education
Brendan Doyle's Nuveen Investments Experience August 2010 - July 2014
Job Brand Management Specialist
Industry Marketing and Advertising
Experience
UMarketing July 2014 - Present
Nuveen Investments August 2010 - July 2014
Nuveen Investments May 2010 - August 2010
Mediamark Research and Intelligence May 2009 - December 2009
UMarketing June 2008 - August 2008
BluePay, Inc. May 2007 - July 2007
Skills
Microsoft Excel, Account Management, Account Reconciliation, Market Research, Data Analysis, Integrated Marketing, Direct Marketing, Competitive Analysis, Social Media Marketing, Time Management, Marketing, Sales, Product Management, Fundraising, Accounting, Customer Service
Education
Loyola University of Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Marketing
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science in College of Media, Advertising
UMarketing July 2014 - Present
Nuveen Investments August 2010 - July 2014
Nuveen Investments May 2010 - August 2010
Mediamark Research and Intelligence May 2009 - December 2009
UMarketing June 2008 - August 2008
BluePay, Inc. May 2007 - July 2007
Skills
Microsoft Excel, Account Management, Account Reconciliation, Market Research, Data Analysis, Integrated Marketing, Direct Marketing, Competitive Analysis, Social Media Marketing, Time Management, Marketing, Sales, Product Management, Fundraising, Accounting, Customer Service
Education
Loyola University of Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Marketing
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science in College of Media, Advertising
Ben Kerl Ben Kerl's Nuveen Investments Experience September 2012 - Present
Job AVP, Research Analyst at Nuveen Investments
Industry Real Estate
Experience
Nuveen Investments September 2012 - Present
Independent Consultant May 2011 - September 2012
National WInd, LLC January 2008 - May 2011
Lander Group June 2005 - December 2007
Southface June 2004 - March 2005
Skills
Project Management, Construction Management, Land Acquisition, Interconnection, Renewable Energy, Green Building, Negotiation, Green, Marketing, Financial Analysis, Financial Modeling, Contract Negotiation, Solar Energy, Management, Cleantech, Wind, Due Diligence, Project Finance, Valuation, Energy, Investments, Mergers & Acquisitions
Education
McGill University 2000 — 2004
Bachelor of Commerce, Business Strategy
Nuveen Investments September 2012 - Present
Independent Consultant May 2011 - September 2012
National WInd, LLC January 2008 - May 2011
Lander Group June 2005 - December 2007
Southface June 2004 - March 2005
Skills
Project Management, Construction Management, Land Acquisition, Interconnection, Renewable Energy, Green Building, Negotiation, Green, Marketing, Financial Analysis, Financial Modeling, Contract Negotiation, Solar Energy, Management, Cleantech, Wind, Due Diligence, Project Finance, Valuation, Energy, Investments, Mergers & Acquisitions
Education
McGill University 2000 — 2004
Bachelor of Commerce, Business Strategy
Jim McCoy, CIMA Jim McCoy, CIMA's Nuveen Investments Experience April 2011 - Present
Job Managing Director Global Private Client Group
Industry Financial Services
Experience
Nuveen Investments April 2011 - Present
Morgan Stanley Smith Barney August 2007 - April 2011
UBS Wealth Management 2001 - 2007
Dreyfus 2000 - 2002
Nuveen Investments July 1991 - August 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Wealth Management, Asset Management, Portfolio Management, ETFs, Capital Markets, Public Speaking, Separately Managed..., Securities, Fixed Income, Financial Planning, Hedge Funds, Estate Planning, Trading, Coaching, Executive Management, Series 66, Compliance, Series 6, Due Diligence, Series 24
Education
Lake Forest College 1987 — 1991
Wheeling High School 1984 — 1987
Nuveen Investments April 2011 - Present
Morgan Stanley Smith Barney August 2007 - April 2011
UBS Wealth Management 2001 - 2007
Dreyfus 2000 - 2002
Nuveen Investments July 1991 - August 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Wealth Management, Asset Management, Portfolio Management, ETFs, Capital Markets, Public Speaking, Separately Managed..., Securities, Fixed Income, Financial Planning, Hedge Funds, Estate Planning, Trading, Coaching, Executive Management, Series 66, Compliance, Series 6, Due Diligence, Series 24
Education
Lake Forest College 1987 — 1991
Wheeling High School 1984 — 1987
Kenneth Kauffman, CFA Kenneth Kauffman, CFA's Nuveen Investments Experience 1998 - Present
Job Vice President at Nuveen Asset Management
Industry Financial Services
Experience
Nuveen Investments 1998 - Present
Skills
Asset Management, Bonds, Capital Markets, Credit Analysis, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Bloomberg, Derivatives
Education
Kent State University
Master of Public Administration (MPA), Municipal Finance
Nuveen Investments 1998 - Present
Skills
Asset Management, Bonds, Capital Markets, Credit Analysis, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Bloomberg, Derivatives
Education
Kent State University
Master of Public Administration (MPA), Municipal Finance
Marcella Ordaz, CIPM Marcella Ordaz, CIPM's Nuveen Investments Experience 2005 - 2011
Job Investment Performance Measurement Professional
Industry Investment Management
Experience
CBRE Global Investors February 2012 - Present
Nuveen Investments 2005 - 2011
Nuveen Investments 1998 - 2005
Wilshire Associates 1994 - 1998
Skills
Outlook, PowerPoint, Bloomberg, Proficient in the..., Excel, Microoft Word, Yardi Voyager, Real Estate Performance..., Callan's PEP, CheckFree APL, Russell Mellon's RPU, SimCorp Dimension, FactSet
Education
Loyola Marymount University, College of Business Administration
Bachelors of Business Administration, Finance
CBRE Global Investors February 2012 - Present
Nuveen Investments 2005 - 2011
Nuveen Investments 1998 - 2005
Wilshire Associates 1994 - 1998
Skills
Outlook, PowerPoint, Bloomberg, Proficient in the..., Excel, Microoft Word, Yardi Voyager, Real Estate Performance..., Callan's PEP, CheckFree APL, Russell Mellon's RPU, SimCorp Dimension, FactSet
Education
Loyola Marymount University, College of Business Administration
Bachelors of Business Administration, Finance
Matt Murdock, CFA Matt Murdock, CFA's Nuveen Investments Experience November 2010 - Present
Job Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments November 2010 - Present
Tygris Commercial Finance February 2009 - November 2011
Bridge Finance Group July 2006 - February 2009
Education
University of Chicago 2011 — 2013
Masters, Business Administration
Indiana University Bloomington 2002 — 2006
Bachelor of Science, Business Administration
Maastricht University 2005 — 2005
Finance, Economics
Nuveen Investments November 2010 - Present
Tygris Commercial Finance February 2009 - November 2011
Bridge Finance Group July 2006 - February 2009
Education
University of Chicago 2011 — 2013
Masters, Business Administration
Indiana University Bloomington 2002 — 2006
Bachelor of Science, Business Administration
Maastricht University 2005 — 2005
Finance, Economics
Nadine Ahbe's Nuveen Investments Experience February 2012 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments February 2012 - Present
Nuveen Investments June 2011 - February 2012
Charles Schwab/Charles Schwab Bank November 2008 - February 2011
Charles Schwab & Co August 2006 - November 2008
Education
Miami University 2002 — 2006
Bachelor of Arts, Political Science; Law and Commerce
Nuveen Investments February 2012 - Present
Nuveen Investments June 2011 - February 2012
Charles Schwab/Charles Schwab Bank November 2008 - February 2011
Charles Schwab & Co August 2006 - November 2008
Education
Miami University 2002 — 2006
Bachelor of Arts, Political Science; Law and Commerce
Peter J. Hess, Jr., CIMA® Peter J. Hess, Jr., CIMA®'s Nuveen Investments Experience April 2011 - Present
Job Senior Vice President, Divisional Director at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 2011 - Present
Nuveen Investments January 2008 - March 2011
Dreyfus March 1998 - January 2008
Dreyfus March 1997 - March 1998
Dreyfus October 1995 - March 1998
Dreyfus October 1993 - October 1995
Dreyfus October 1992 - October 1993
Dreyfus February 1992 - October 1992
Skills
Separately Managed..., Series 7, Investment Management, Series 63, Mutual Funds, Asset Management, Securities, Asset Allocation, Series 24, Wealth Management, Bonds, Series 65, Equities
Education
Lafayette College 1987 — 1991
Garden City Senior High School 1984 — 1987
Nuveen Investments April 2011 - Present
Nuveen Investments January 2008 - March 2011
Dreyfus March 1998 - January 2008
Dreyfus March 1997 - March 1998
Dreyfus October 1995 - March 1998
Dreyfus October 1993 - October 1995
Dreyfus October 1992 - October 1993
Dreyfus February 1992 - October 1992
Skills
Separately Managed..., Series 7, Investment Management, Series 63, Mutual Funds, Asset Management, Securities, Asset Allocation, Series 24, Wealth Management, Bonds, Series 65, Equities
Education
Lafayette College 1987 — 1991
Garden City Senior High School 1984 — 1987
Steven Skarzynski Steven Skarzynski's Nuveen Investments Experience July 1988 - February 1997
Job Senior Manager, Government Programs at AbbVie
Industry Pharmaceuticals
Experience
AbbVie March 2012 - Present
Abbott Laboratories August 2008 - February 2012
Abbott Laboratories October 2006 - July 2008
Abbott Laboratories November 2004 - September 2006
Abbott Laboratories February 2002 - October 2004
Abbott Laboratories November 1999 - January 2002
CVS Caremark Corporation March 1997 - October 1999
Nuveen Investments July 1988 - February 1997
Skills
Pricing Analysis, Pricing Strategy, Managed Care, Contract Management, Contract Review, Contract Negotiation, Financial Analysis, Employee Management, Pharmaceuticals, Pharmaceutical Industry
Education
Loyola University Chicago 1994 — 1997
M.B.A, Finance
Northern Illinois University 1986 — 1988
B.S., Finance
AbbVie March 2012 - Present
Abbott Laboratories August 2008 - February 2012
Abbott Laboratories October 2006 - July 2008
Abbott Laboratories November 2004 - September 2006
Abbott Laboratories February 2002 - October 2004
Abbott Laboratories November 1999 - January 2002
CVS Caremark Corporation March 1997 - October 1999
Nuveen Investments July 1988 - February 1997
Skills
Pricing Analysis, Pricing Strategy, Managed Care, Contract Management, Contract Review, Contract Negotiation, Financial Analysis, Employee Management, Pharmaceuticals, Pharmaceutical Industry
Education
Loyola University Chicago 1994 — 1997
M.B.A, Finance
Northern Illinois University 1986 — 1988
B.S., Finance
James Wesolowski James Wesolowski's Nuveen Investments Experience August 1980 - February 1997
Job President at James Faultess Foundation
Industry Civic & Social Organization
Experience
James Faultess Foundation January 1998 - Present
Nuveen Investments August 1980 - February 1997
Skills
Public Relations, Non-profits, Public Speaking, Volunteer Management, Fundraising, Editing, Strategic Planning, Event Planning, Nonprofits, Social Media, Strategic Communications, Community Outreach, Leadership, Social Media Marketing
Education
Loyola University Chicago School of Law 1974 — 1977
JD
University of Illinois at Urbana-Champaign 1968 — 1972
BS, Journalism
James Faultess Foundation January 1998 - Present
Nuveen Investments August 1980 - February 1997
Skills
Public Relations, Non-profits, Public Speaking, Volunteer Management, Fundraising, Editing, Strategic Planning, Event Planning, Nonprofits, Social Media, Strategic Communications, Community Outreach, Leadership, Social Media Marketing
Education
Loyola University Chicago School of Law 1974 — 1977
JD
University of Illinois at Urbana-Champaign 1968 — 1972
BS, Journalism
Judith Alexa Thompson Judith Alexa Thompson's Nuveen Investments Experience February 2012 - Present
Job CSA Supervisor at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments February 2012 - Present
McGaw YMCA October 2011 - February 2012
McGaw YMCA July 2010 - October 2011
McGaw YMCA October 2006 - July 2010
Skills
Event Planning, Social Media, Non-profits, Fundraising, Event Management, Nonprofits, Marketing Communications, Program Management, Marketing, Customer Service, Training, Public Relations, Management, Sales, Time Management
Education
Loyola University of Chicago 2005 — 2009
Bachelor's degree, Marketing
Nuveen Investments February 2012 - Present
McGaw YMCA October 2011 - February 2012
McGaw YMCA July 2010 - October 2011
McGaw YMCA October 2006 - July 2010
Skills
Event Planning, Social Media, Non-profits, Fundraising, Event Management, Nonprofits, Marketing Communications, Program Management, Marketing, Customer Service, Training, Public Relations, Management, Sales, Time Management
Education
Loyola University of Chicago 2005 — 2009
Bachelor's degree, Marketing
Karen Karlowski's Nuveen Investments Experience October 2009 - May 2011
Job Project Manager at Eddie Bauer and Yoga Instructor
Industry Information Technology and Services
Experience
Yoga May 2015 - Present
Eddie Bauer March 2014 - Present
Northern Trust December 2012 - July 2013
Navistar Inc May 2011 - November 2012
Nuveen Investments October 2009 - May 2011
William Blair October 2005 - December 2008
Skills
Visio, MS Project, SharePoint, CRM, Access, XML, Microsoft Excel, Outlook, PowerPoint, VBA, SQL, Microsoft Word, Clarity, SDLC, Business Analysis, Cross-functional Team..., PMO, Requirements Analysis, Integration, IT Strategy, Project Management, Databases, Vendor Management, Management, Agile Methodologies, Microsoft Project, Consulting, Process Improvement
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Master's Degree, Natural Resources and Environmental Sciences
Michigan State University
Bachelor's Degree, Medical Technology
Yoga May 2015 - Present
Eddie Bauer March 2014 - Present
Northern Trust December 2012 - July 2013
Navistar Inc May 2011 - November 2012
Nuveen Investments October 2009 - May 2011
William Blair October 2005 - December 2008
Skills
Visio, MS Project, SharePoint, CRM, Access, XML, Microsoft Excel, Outlook, PowerPoint, VBA, SQL, Microsoft Word, Clarity, SDLC, Business Analysis, Cross-functional Team..., PMO, Requirements Analysis, Integration, IT Strategy, Project Management, Databases, Vendor Management, Management, Agile Methodologies, Microsoft Project, Consulting, Process Improvement
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Master's Degree, Natural Resources and Environmental Sciences
Michigan State University
Bachelor's Degree, Medical Technology
John Nersesian, CFP, CIMA, CPWA, CIS John Nersesian, CFP, CIMA, CPWA, CIS's Nuveen Investments Experience 2001 - Present
Job Managing Director, Wealth Management Services at Nuveen Investments
Industry Financial Services
Experience
IMCA 2005 - Present
Nuveen Investments 2001 - Present
Merrill Lynch 1982 - 2000
Education
Lehigh University - College of Business and Economics 1976 — 1981
BS Business and Economics
IMCA 2005 - Present
Nuveen Investments 2001 - Present
Merrill Lynch 1982 - 2000
Education
Lehigh University - College of Business and Economics 1976 — 1981
BS Business and Economics
Jeff Kelley Jeff Kelley's Nuveen Investments Experience January 1997 - May 2002
Job Senior Vice President, Head of Marketing at Calamos Investments
Industry Financial Services
Experience
Calamos Investments April 2013 - Present
White, Weld & Co. March 2012 - December 2012
Guggenheim Partners August 2006 - March 2012
Calamos Investments 2002 - 2006
Nuveen Investments January 1997 - May 2002
Morningstar 1992 - 1996
Skills
Marketing Communications, Corporate Communications, Mutual Funds, Media Relations, Asset Management, Hedge Funds, Internal Communications, Executive Communications, Strategic Communications, Marketing Strategy, Marketing, Digital Marketing, Alternative Investments, Closed-end Funds, Private Placements, ETFs, Family Office, Wealth Management, Asset Managment, Communication Training
Education
Kenyon College
B.A., English Literature
University of Chicago
M.A., English Literature
Calamos Investments April 2013 - Present
White, Weld & Co. March 2012 - December 2012
Guggenheim Partners August 2006 - March 2012
Calamos Investments 2002 - 2006
Nuveen Investments January 1997 - May 2002
Morningstar 1992 - 1996
Skills
Marketing Communications, Corporate Communications, Mutual Funds, Media Relations, Asset Management, Hedge Funds, Internal Communications, Executive Communications, Strategic Communications, Marketing Strategy, Marketing, Digital Marketing, Alternative Investments, Closed-end Funds, Private Placements, ETFs, Family Office, Wealth Management, Asset Managment, Communication Training
Education
Kenyon College
B.A., English Literature
University of Chicago
M.A., English Literature
J. Benjamin Reidy, CFA J. Benjamin Reidy, CFA's Nuveen Investments Experience April 2005 - November 2006
Job Vice President & Corporate Strategy Specialist at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2014 - Present
Northern Trust March 2013 - August 2014
Northern Trust July 2010 - March 2013
Northern Trust November 2006 - July 2010
Nuveen Investments April 2005 - November 2006
Nuveen Investments July 2003 - April 2005
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Strategy, and Managerial Economics
Miami University
BS, Economics
Bexley High School
Northern Trust August 2014 - Present
Northern Trust March 2013 - August 2014
Northern Trust July 2010 - March 2013
Northern Trust November 2006 - July 2010
Nuveen Investments April 2005 - November 2006
Nuveen Investments July 2003 - April 2005
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Strategy, and Managerial Economics
Miami University
BS, Economics
Bexley High School
Catherine Eckel Catherine Eckel's Nuveen Investments Experience March 1994 - November 1997
Job Sr Business Systems Consultant at Baxalta
Industry Financial Services
Experience
Baxalta September 2015 - Present
Reyes Holdings October 2014 - September 2015
Aon February 2012 - October 2014
Aon June 2008 - February 2012
Wells Fargo (f.k.a. Wachovia) October 2000 - June 2008
Equity Residential December 1997 - September 2000
Nuveen Investments March 1994 - November 1997
Skills
Business Analysis, Financial Modeling, Process Improvement, Internal Controls, Payroll, Forecasting, Financial Analysis, Analysis, Finance, Management, SDLC, Vendor Management, Mergers, Risk Management, Accounting, Portfolio Management, Securities, Leadership, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Services, Business Process...
Education
Loyola University Chicago 2013 — 2013
Loyola University Chicago 1989 — 1994
BBA
Baxalta September 2015 - Present
Reyes Holdings October 2014 - September 2015
Aon February 2012 - October 2014
Aon June 2008 - February 2012
Wells Fargo (f.k.a. Wachovia) October 2000 - June 2008
Equity Residential December 1997 - September 2000
Nuveen Investments March 1994 - November 1997
Skills
Business Analysis, Financial Modeling, Process Improvement, Internal Controls, Payroll, Forecasting, Financial Analysis, Analysis, Finance, Management, SDLC, Vendor Management, Mergers, Risk Management, Accounting, Portfolio Management, Securities, Leadership, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Services, Business Process...
Education
Loyola University Chicago 2013 — 2013
Loyola University Chicago 1989 — 1994
BBA
Peter Frazer Peter Frazer's Nuveen Investments Experience June 2011 - Present
Job Senior Infrastructure Architect Computing & Storage at Nuveen Investments
Industry Information Technology and Services
Experience
Nuveen Investments June 2011 - Present
Takeda Pharmaceuticals August 2006 - February 2011
Takeda Pharmaceuticals North America, Inc. June 2000 - August 2006
Joerns Healthcare July 1998 - June 2000
Skills
Disaster Recovery, Cisco, Storage, Storage Architecture, Enterprise Storage, Windows Server, HP-UX, Red Hat Enterprise Linux, Active Directory, Business Continuity, Cisco Technologies, Clariion, Cluster, Data Center, EMC Storage, High Availability, Infrastructure, Linux, Networking, Operating Systems, RHEL, SAN, Servers, Storage Area Networks, Troubleshooting, Unix, Virtualization, iSCSI, vSphere, Oracle, VMware vSphere
Education
University of Illinois at Urbana-Champaign 1995 — 1998
Bachelor of Music, Performance; String Bass
Joliet Junior College 1994 — 1995
Nuveen Investments June 2011 - Present
Takeda Pharmaceuticals August 2006 - February 2011
Takeda Pharmaceuticals North America, Inc. June 2000 - August 2006
Joerns Healthcare July 1998 - June 2000
Skills
Disaster Recovery, Cisco, Storage, Storage Architecture, Enterprise Storage, Windows Server, HP-UX, Red Hat Enterprise Linux, Active Directory, Business Continuity, Cisco Technologies, Clariion, Cluster, Data Center, EMC Storage, High Availability, Infrastructure, Linux, Networking, Operating Systems, RHEL, SAN, Servers, Storage Area Networks, Troubleshooting, Unix, Virtualization, iSCSI, vSphere, Oracle, VMware vSphere
Education
University of Illinois at Urbana-Champaign 1995 — 1998
Bachelor of Music, Performance; String Bass
Joliet Junior College 1994 — 1995
Linc DuPree's Nuveen Investments Experience 1988 - 1996
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial April 2013 - Present
JP Morgan Asset Management May 2006 - April 2013
JP Morgan 2006 - April 2013
Liberty Funds 1999 - 2001
Nuveen Investments 1988 - 1996
Skills
Series 7, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Series 63, Equities, Investments, Fixed Income, Asset Management, Portfolio Management, Securities, Hedge Funds, Investment Advisory, ETFs, Financial Modeling, Separately Managed..., Bonds, Retirement Planning, Asset Managment, Financial Markets, Investment Management
Education
Loyola University New Orleans 1982 — 1986
BBA, Finance
St. Pius X Catholic High School 1978 — 1982
High School Diploma
Nationwide Financial April 2013 - Present
JP Morgan Asset Management May 2006 - April 2013
JP Morgan 2006 - April 2013
Liberty Funds 1999 - 2001
Nuveen Investments 1988 - 1996
Skills
Series 7, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Series 63, Equities, Investments, Fixed Income, Asset Management, Portfolio Management, Securities, Hedge Funds, Investment Advisory, ETFs, Financial Modeling, Separately Managed..., Bonds, Retirement Planning, Asset Managment, Financial Markets, Investment Management
Education
Loyola University New Orleans 1982 — 1986
BBA, Finance
St. Pius X Catholic High School 1978 — 1982
High School Diploma
Elizabeth Simutis Elizabeth Simutis's Nuveen Investments Experience 1996 - 1999
Job Director of Admissions at East Lake Academy
Industry Education Management
Experience
East Lake Academy August 2009 - July 2015
Pemberley, Inc. 1999 - 2007
Nuveen Investments 1996 - 1999
Skills
Sales Operations, Key Account Management, Nonprofits, Public Speaking, Fundraising, Volunteer Management, Strategic Planning, Public Relations, Social Media, Team Building, Educational Leadership, Management, Customer Service, Staff Development, Educational Technology, Cross-functional Team...
Education
Michigan State University 1988 — 1992
International Relations - James Madison College
East Lake Academy August 2009 - July 2015
Pemberley, Inc. 1999 - 2007
Nuveen Investments 1996 - 1999
Skills
Sales Operations, Key Account Management, Nonprofits, Public Speaking, Fundraising, Volunteer Management, Strategic Planning, Public Relations, Social Media, Team Building, Educational Leadership, Management, Customer Service, Staff Development, Educational Technology, Cross-functional Team...
Education
Michigan State University 1988 — 1992
International Relations - James Madison College
Cathy Sheehan Cathy Sheehan's Nuveen Investments Experience 1980 - 1990
Job Account Executive at Standard Register
Industry Printing
Experience
Standard Register September 2010 - Present
Standard Register August 2006 - September 2010
Capin Crouse LLP June 1993 - July 2006
Nuveen Investments 1980 - 1990
Skills
Strategic Planning, Excel, Budgeting, Quickbooks, Inventory Management, Problem Solving, Customer Service, Forecasting, Account Management, Budgets, Microsoft Excel, Training, Team Leadership, Print On Demand, Print Management, Digital Printing, Direct Mail, Customer Satisfaction, Software Documentation, Labels, Variable Data Printing, Management, B2B, Sales Process, Offset Printing, Salesforce.com, Project Management, Direct Sales, Selling, Managed Print Services, Solution Selling, Cold Calling, Direct Marketing, Wide Format Printing, Corporate Gifts, Web-to-print, New Business Development, Document Management, Sales Presentations, Sales
Education
Joliet Junior College
Standard Register September 2010 - Present
Standard Register August 2006 - September 2010
Capin Crouse LLP June 1993 - July 2006
Nuveen Investments 1980 - 1990
Skills
Strategic Planning, Excel, Budgeting, Quickbooks, Inventory Management, Problem Solving, Customer Service, Forecasting, Account Management, Budgets, Microsoft Excel, Training, Team Leadership, Print On Demand, Print Management, Digital Printing, Direct Mail, Customer Satisfaction, Software Documentation, Labels, Variable Data Printing, Management, B2B, Sales Process, Offset Printing, Salesforce.com, Project Management, Direct Sales, Selling, Managed Print Services, Solution Selling, Cold Calling, Direct Marketing, Wide Format Printing, Corporate Gifts, Web-to-print, New Business Development, Document Management, Sales Presentations, Sales
Education
Joliet Junior College
Roberta Brennan, QSC Roberta Brennan, QSC's Nuveen Investments Experience 1983 - 1989
Job Prudential Rubloff. Luxury residential specialist in Chicago and on the North Shore
Industry Real Estate
Experience
Prudential Rubloff February 2010 - Present
Prudential Rubloff 1997 - 2010
Beliard, Gordon & Partners 1990 - 1997
Nuveen Investments 1983 - 1989
Education
Lake Forest College 1975 — 1979
BA, Environmental Studies
Prudential Rubloff February 2010 - Present
Prudential Rubloff 1997 - 2010
Beliard, Gordon & Partners 1990 - 1997
Nuveen Investments 1983 - 1989
Education
Lake Forest College 1975 — 1979
BA, Environmental Studies
Shirley Noa Shirley Noa's Nuveen Investments Experience 2015 - Present
Job at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments 2015 - Present
SWC Technology Partners November 2014 - July 2015
USG February 2011 - November 2014
Arrow Financial Services (A Sallie Mae Company) January 2008 - January 2011
Sonnenschein Nath & Rosenthal LLP December 2006 - November 2007
Joint Commission March 2001 - December 2006
Information Technology Resources 2000 - 2001
State Farm Insurance Agency 1997 - 2000
Allstate Insurance Agency 1996 - 1997
Talro Insurance Agency 1994 - 1995
Skills
Microsoft SQL Server, Business Intelligence, Databases, Database Administration, Data Warehousing, SSIS, Crystal Reports, SSRS, Unix, Database Design, T-SQL, Management, Project Management, Performance Tuning, VBA, Business Objects, Citrix, SQL Tuning, Customer Service, Data Migration, Sybase, PeopleSoft, Windows, PeopleTools, Veritas, DTS, Data Modeling, High Availability, ETL, Software Development, SQL Server 2000-2008, Data Analysis, Data Architecture, Mirroring, Replication, Automation, Process Development, Mentoring
Education
DeVry
BS, Business Information Systems (Business Administration), Cum Laude, Dean's List
Keller Graduate School of Management
MBA, Concentration in Management, Magna Cum Laude
Nuveen Investments 2015 - Present
SWC Technology Partners November 2014 - July 2015
USG February 2011 - November 2014
Arrow Financial Services (A Sallie Mae Company) January 2008 - January 2011
Sonnenschein Nath & Rosenthal LLP December 2006 - November 2007
Joint Commission March 2001 - December 2006
Information Technology Resources 2000 - 2001
State Farm Insurance Agency 1997 - 2000
Allstate Insurance Agency 1996 - 1997
Talro Insurance Agency 1994 - 1995
Skills
Microsoft SQL Server, Business Intelligence, Databases, Database Administration, Data Warehousing, SSIS, Crystal Reports, SSRS, Unix, Database Design, T-SQL, Management, Project Management, Performance Tuning, VBA, Business Objects, Citrix, SQL Tuning, Customer Service, Data Migration, Sybase, PeopleSoft, Windows, PeopleTools, Veritas, DTS, Data Modeling, High Availability, ETL, Software Development, SQL Server 2000-2008, Data Analysis, Data Architecture, Mirroring, Replication, Automation, Process Development, Mentoring
Education
DeVry
BS, Business Information Systems (Business Administration), Cum Laude, Dean's List
Keller Graduate School of Management
MBA, Concentration in Management, Magna Cum Laude
Bernadette Capozzi's Nuveen Investments Experience April 2008 - August 2010
Job Senior Manager, Customer Experience Portfolio Management at YP
Industry Executive Office
Experience
YP June 2015 - Present
YP January 2013 - June 2015
Clipper Corporation October 2010 - December 2012
Nuveen Investments April 2008 - August 2010
ABN AMRO Services Company March 1997 - June 2007
Skills
Budgets, Risk Management, Leadership, Management, Project Management, Operations Management, Strategic Planning, Forecasting, Cross-functional Team..., Strategy, Analysis, Training, Management Consulting, Change Management, Vendor Management, Marketing, Team Management, Six Sigma, Sales, Sales Management, Event Planning, Finance, Sales Operations, Advertising, CRM, Coaching, Start-ups, New Business Development, Time Management, Executive Management, Business Development, Account Management, Contract Negotiation
Education
Mercy College
BS, Business Administration/Management
YP June 2015 - Present
YP January 2013 - June 2015
Clipper Corporation October 2010 - December 2012
Nuveen Investments April 2008 - August 2010
ABN AMRO Services Company March 1997 - June 2007
Skills
Budgets, Risk Management, Leadership, Management, Project Management, Operations Management, Strategic Planning, Forecasting, Cross-functional Team..., Strategy, Analysis, Training, Management Consulting, Change Management, Vendor Management, Marketing, Team Management, Six Sigma, Sales, Sales Management, Event Planning, Finance, Sales Operations, Advertising, CRM, Coaching, Start-ups, New Business Development, Time Management, Executive Management, Business Development, Account Management, Contract Negotiation
Education
Mercy College
BS, Business Administration/Management
Greg Bell, CIMA® Greg Bell, CIMA®'s Nuveen Investments Experience April 2011 - April 2014
Job Principal, Sales Director at Havener Capital Partners LLC
Industry Financial Services
Experience
Havener Capital Partners LLC April 2015 - Present
CAIS Group April 2014 - April 2015
Nuveen Investments April 2011 - April 2014
J.P. Morgan Funds October 2009 - April 2011
Verndale January 2009 - October 2009
Evergreen Investments December 2006 - January 2009
Morgan Stanley April 2004 - December 2006
Skills
Mutual Funds, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CIMA
Merrimack College 1998 — 2002
BS, Finance, Economics
Havener Capital Partners LLC April 2015 - Present
CAIS Group April 2014 - April 2015
Nuveen Investments April 2011 - April 2014
J.P. Morgan Funds October 2009 - April 2011
Verndale January 2009 - October 2009
Evergreen Investments December 2006 - January 2009
Morgan Stanley April 2004 - December 2006
Skills
Mutual Funds, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CIMA
Merrimack College 1998 — 2002
BS, Finance, Economics
Christian Miles Chadwick Christian Miles Chadwick's Nuveen Investments Experience May 2013 - July 2013
Job Owner at Adds UP, LLC
Industry Fund-Raising
Experience
Adds UP, LLC November 2014 - Present
Nuveen Investments May 2013 - July 2013
Fifth Third Securities May 2012 - July 2012
Graeter's February 2008 - January 2011
Education
Miami University 2010 — 2014
Adds UP, LLC November 2014 - Present
Nuveen Investments May 2013 - July 2013
Fifth Third Securities May 2012 - July 2012
Graeter's February 2008 - January 2011
Education
Miami University 2010 — 2014
Joe Calhoun's Nuveen Investments Experience September 2008 - January 2009
Job Financial Planning and Advisor Technology Specialist
Industry Investment Management
Experience
Symphonic Financial Advisors June 2012 - Present
HappyBottoms.org May 2011 - May 2013
RFC September 2009 - June 2012
Nuveen Investments September 2008 - January 2009
Smith Barney 2007 - 2008
New York Life April 2007 - August 2007
Holland America Line 2006 - 2006
Skills
Business Strategy, Financial Software, Valuation, Financial Planning, Customer Experience, Client Retention, Client Relationship..., Creative Problem Solving, Accounting Applications, Strategic Financial..., CRM, Customer Retention, Investments, Analysis, Time Management, Management, Finance, Budgets, Insurance, Business Analysis, Strategy, Financial Services, Business Development, Sales, Small Business, Marketing, Wealth Management, Customer Service
Education
Loyola University of Chicago
BBA, Finance, Computer Science
Symphonic Financial Advisors June 2012 - Present
HappyBottoms.org May 2011 - May 2013
RFC September 2009 - June 2012
Nuveen Investments September 2008 - January 2009
Smith Barney 2007 - 2008
New York Life April 2007 - August 2007
Holland America Line 2006 - 2006
Skills
Business Strategy, Financial Software, Valuation, Financial Planning, Customer Experience, Client Retention, Client Relationship..., Creative Problem Solving, Accounting Applications, Strategic Financial..., CRM, Customer Retention, Investments, Analysis, Time Management, Management, Finance, Budgets, Insurance, Business Analysis, Strategy, Financial Services, Business Development, Sales, Small Business, Marketing, Wealth Management, Customer Service
Education
Loyola University of Chicago
BBA, Finance, Computer Science
Robert Soraparu, CAIA Robert Soraparu, CAIA's Nuveen Investments Experience May 2006 - Present
Job Senior Vice President, Global Consultant Relations at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments May 2006 - Present
Northern Trust Global Investments October 2000 - May 2006
Skills
Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Morningstar, Mutual Funds, Morningstar Direct, Series 7, Fixed Income, Series 63, Equities, ETFs, Investment Advisory
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance, Strategy, Entrepreneurship
Miami University 1994 — 1998
BS, Business Administration
Nuveen Investments May 2006 - Present
Northern Trust Global Investments October 2000 - May 2006
Skills
Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Morningstar, Mutual Funds, Morningstar Direct, Series 7, Fixed Income, Series 63, Equities, ETFs, Investment Advisory
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance, Strategy, Entrepreneurship
Miami University 1994 — 1998
BS, Business Administration
Neil Mellott's Nuveen Investments Experience August 2013 - Present
Job Data Integrity Analyst at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments August 2013 - Present
Nuveen Investments November 2011 - August 2013
Glen Oak Country Club April 2002 - October 2011
Habitat for Humanity February 2010 - April 2010
TradeLink January 2010 - January 2010
Skills
Customer Service, PowerPoint, Excel, Word, Microsoft Office, Microsoft Excel, Microsoft Word, Fiserv APL, Investments, Marketing, Sales, Portfolio Management, Teamwork, Asset Management
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts, Economics, Minors: Business and Psychology
Nuveen Investments August 2013 - Present
Nuveen Investments November 2011 - August 2013
Glen Oak Country Club April 2002 - October 2011
Habitat for Humanity February 2010 - April 2010
TradeLink January 2010 - January 2010
Skills
Customer Service, PowerPoint, Excel, Word, Microsoft Office, Microsoft Excel, Microsoft Word, Fiserv APL, Investments, Marketing, Sales, Portfolio Management, Teamwork, Asset Management
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts, Economics, Minors: Business and Psychology
Art Wilde's Nuveen Investments Experience 1987 - 1992
Job Executive Coach / Integral Coaching® / Leadership Development
Industry Professional Training & Coaching
Experience
AFWilde Consulting, Inc. July 2012 - Present
Tyson Foods August 2014 - Present
Hillshire Brands February 2011 - August 2014
Freudenberg Household Products 2006 - June 2010
Newell Rubbermaid 2004 - 2006
Kellogg Company 2003 - 2004
Kellogg Company 2001 - 2003
Keebler Company 1999 - 2001
Alberto Culver 1995 - 1999
Nuveen Investments 1987 - 1992
Skills
Executive Coaching, Leadership, Leadership Development, Coaching, Cross-functional Team..., Personal Development, Strategy, Change Management, Marketing Strategy, Brand Management, Marketing, Product Innovation, Product Development
Education
Second City- Chicago 2011 — 2012
School of Improvisation
Integral Coaching Canada, Inc. 2010 — 2012
Certified Integral Master Coach™, Executive Coaching
Miami University
Bachelor's degree, Finance, General
University of Minnesota-Twin Cities
Master of Business Administration (M.B.A.), Marketing/ Strategic Management
AFWilde Consulting, Inc. July 2012 - Present
Tyson Foods August 2014 - Present
Hillshire Brands February 2011 - August 2014
Freudenberg Household Products 2006 - June 2010
Newell Rubbermaid 2004 - 2006
Kellogg Company 2003 - 2004
Kellogg Company 2001 - 2003
Keebler Company 1999 - 2001
Alberto Culver 1995 - 1999
Nuveen Investments 1987 - 1992
Skills
Executive Coaching, Leadership, Leadership Development, Coaching, Cross-functional Team..., Personal Development, Strategy, Change Management, Marketing Strategy, Brand Management, Marketing, Product Innovation, Product Development
Education
Second City- Chicago 2011 — 2012
School of Improvisation
Integral Coaching Canada, Inc. 2010 — 2012
Certified Integral Master Coach™, Executive Coaching
Miami University
Bachelor's degree, Finance, General
University of Minnesota-Twin Cities
Master of Business Administration (M.B.A.), Marketing/ Strategic Management
James J. Hargadon, CFA James J. Hargadon, CFA's Nuveen Investments Experience February 2006 - June 2006
Job VP, Sr. Research Analyst at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2015 - Present
PNC Asset Management March 2013 - August 2015
FIS Group June 2011 - March 2013
Chartwell Investment Partners June 2006 - February 2011
Nuveen Investments February 2006 - June 2006
Fiserv Securities November 2001 - December 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Trading, Due Diligence, Asset Managment, Hedge Funds, Bloomberg, Fund Of Funds, Alternative Investments
Education
Lehigh University 1996 — 2001
Bachelor's degree, Finance, General
Saint Joseph's University 1998 — 1999
LaSalle High School 1992 — 1996
Wilmington Trust August 2015 - Present
PNC Asset Management March 2013 - August 2015
FIS Group June 2011 - March 2013
Chartwell Investment Partners June 2006 - February 2011
Nuveen Investments February 2006 - June 2006
Fiserv Securities November 2001 - December 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Trading, Due Diligence, Asset Managment, Hedge Funds, Bloomberg, Fund Of Funds, Alternative Investments
Education
Lehigh University 1996 — 2001
Bachelor's degree, Finance, General
Saint Joseph's University 1998 — 1999
LaSalle High School 1992 — 1996
Bruce Ward's Nuveen Investments Experience 1994 - 1998
Job Strategy Advisor at Peters & Associates
Industry Computer & Network Security
Experience
Peters & Associates January 2012 - Present
Peters & Associates March 1998 - January 2012
Nuveen 1994 - 1998
Nuveen Investments 1994 - 1998
Skills
Disaster Recovery, Pre-sales, Virtualization, Cloud Computing, Technical Support, Data Center, Microsoft Technologies, IT Management, SharePoint, Security, IT Strategy, Vendor Management, ITIL, Business Continuity, Professional Services, Cisco Technologies, Solution Selling
Education
Keller Graduate School of Management of DeVry University 1998 — 2001
MBA, IT Emphasis
University of Illinois at Urbana-Champaign 1986 — 1991
Bachelor of Science (BS), Secondary Education and Teaching
Peters & Associates January 2012 - Present
Peters & Associates March 1998 - January 2012
Nuveen 1994 - 1998
Nuveen Investments 1994 - 1998
Skills
Disaster Recovery, Pre-sales, Virtualization, Cloud Computing, Technical Support, Data Center, Microsoft Technologies, IT Management, SharePoint, Security, IT Strategy, Vendor Management, ITIL, Business Continuity, Professional Services, Cisco Technologies, Solution Selling
Education
Keller Graduate School of Management of DeVry University 1998 — 2001
MBA, IT Emphasis
University of Illinois at Urbana-Champaign 1986 — 1991
Bachelor of Science (BS), Secondary Education and Teaching
Daniel Olbur, CBCP, MBCI Daniel Olbur, CBCP, MBCI's Nuveen Investments Experience July 2015 - Present
Job
Industry Financial Services
Experience
Nuveen Investments July 2015 - Present
Skills
Vendor Management, Financial Services, Employee Training, Business Impact Analysis, Team Leadership, Project Management, Change Management, Process Improvement, Strategic Planning, Management, Account Management, Team Building, Program Management, Contract Negotiation, Risk Management, Email Newsletter Design, Operations Management, Training, Disaster Recovery, Project Planning
Education
Keller Graduate School of Management of DeVry University 2001 — 2004
MBA
Indiana University 1995 — 1998
BA
DePaul University 1994 — 1995
Adlai E. Stevenson High School 1990 — 1994
Nuveen Investments July 2015 - Present
Skills
Vendor Management, Financial Services, Employee Training, Business Impact Analysis, Team Leadership, Project Management, Change Management, Process Improvement, Strategic Planning, Management, Account Management, Team Building, Program Management, Contract Negotiation, Risk Management, Email Newsletter Design, Operations Management, Training, Disaster Recovery, Project Planning
Education
Keller Graduate School of Management of DeVry University 2001 — 2004
MBA
Indiana University 1995 — 1998
BA
DePaul University 1994 — 1995
Adlai E. Stevenson High School 1990 — 1994
Dennis Marrell's Nuveen Investments Experience August 2000 - March 2002
Job Recruiter at Express Employment Professionals
Industry Human Resources
Experience
Express Employment Professionals April 2012 - Present
Express Employment Professionals March 2008 - April 2012
Countrywide Full Spectrum Lending 2007 - 2007
American Dental Assistants Association September 2002 - October 2006
Nuveen Investments August 2000 - March 2002
Skills
Interviewing, Account Management, Database Management, Marketing Management, P&L responsibility, Database Admin, P&L Responsibility, Interviews, Recruiting, Resume Writing, Human Resources, Talent Acquisition, Marketing, Office Management, HRIS, Leadership
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA, Business Administration
Indiana University Bloomington 1996 — 2000
B.A., Germanic Studies
Valparaiso High School
High School Diploma, College Preperatory
Express Employment Professionals April 2012 - Present
Express Employment Professionals March 2008 - April 2012
Countrywide Full Spectrum Lending 2007 - 2007
American Dental Assistants Association September 2002 - October 2006
Nuveen Investments August 2000 - March 2002
Skills
Interviewing, Account Management, Database Management, Marketing Management, P&L responsibility, Database Admin, P&L Responsibility, Interviews, Recruiting, Resume Writing, Human Resources, Talent Acquisition, Marketing, Office Management, HRIS, Leadership
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA, Business Administration
Indiana University Bloomington 1996 — 2000
B.A., Germanic Studies
Valparaiso High School
High School Diploma, College Preperatory
Dimitri Stathopoulos's Nuveen Investments Experience January 2013 - April 2014
Job Managing Director Institutional Consultant Relations at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2014 - Present
Nuveen Investments January 2013 - April 2014
Tradewinds Global Investors, LLC January 2011 - January 2013
Nuveen Investments August 2007 - January 2011
Education
Loyola University Chicago Graduate School of Business 2000 — 2002
MBA, Finance
Loyola University of Chicago 1990 — 1994
Bachelor of Business Administration, Accounting
Neuberger Berman April 2014 - Present
Nuveen Investments January 2013 - April 2014
Tradewinds Global Investors, LLC January 2011 - January 2013
Nuveen Investments August 2007 - January 2011
Education
Loyola University Chicago Graduate School of Business 2000 — 2002
MBA, Finance
Loyola University of Chicago 1990 — 1994
Bachelor of Business Administration, Accounting
James Hamlett James Hamlett's Nuveen Investments Experience July 2012 - Present
Job Portfolio Accounting at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2012 - Present
Envestnet, Inc June 2012 - July 2012
Envestnet, Inc August 2011 - June 2012
Envestnet Asset Management September 2010 - August 2011
Skills
Asset Management, Municipal Bonds, Equities
Education
Michigan State University 2006 — 2010
Bachelors, Finance
Nuveen Investments July 2012 - Present
Envestnet, Inc June 2012 - July 2012
Envestnet, Inc August 2011 - June 2012
Envestnet Asset Management September 2010 - August 2011
Skills
Asset Management, Municipal Bonds, Equities
Education
Michigan State University 2006 — 2010
Bachelors, Finance
Shane Hornbeck's Nuveen Investments Experience November 2010 - February 2011
Job Experienced IT Professional
Industry Information Technology and Services
Experience
Transamerica September 2012 - November 2012
Sigma Lambda Beta Int’l Fraternity, Inc. July 2010 - July 2012
Federal Reserve Bank of Chicago (Consultant)Level October 2011 - June 2012
McDonald's Corporation (Consultant) June 2011 - September 2011
Nuveen Investments November 2010 - February 2011
IBM March 2010 - October 2010
Sigma Lambda Beta Int’l Fraternity, Inc. June 2006 - August 2010
Colorado Technical University Online November 2009 - February 2010
IBM Global Services December 2008 - November 2009
Sony Music Entertainment July 2005 - July 2007
Skills
Writing, Microsoft Office, Troubleshooting, Operating Systems, Application Packaging, Data Loss Prevention, Network Administration, Desktop Administration, Quality Assurance, Application Support, Leadership, Project Planning, Management, Testing, Team Leadership, Servers, Windows, Leadership Development, Spanish, Networking, DLP, Integration, Software Documentation, Training, Active Directory, Program Management
Education
Lewis University 2009 — 2010
MA, Organizational Leadership
Western Illinois University 1989 — 2009
B.A., Board of Trustees
Transamerica September 2012 - November 2012
Sigma Lambda Beta Int’l Fraternity, Inc. July 2010 - July 2012
Federal Reserve Bank of Chicago (Consultant)Level October 2011 - June 2012
McDonald's Corporation (Consultant) June 2011 - September 2011
Nuveen Investments November 2010 - February 2011
IBM March 2010 - October 2010
Sigma Lambda Beta Int’l Fraternity, Inc. June 2006 - August 2010
Colorado Technical University Online November 2009 - February 2010
IBM Global Services December 2008 - November 2009
Sony Music Entertainment July 2005 - July 2007
Skills
Writing, Microsoft Office, Troubleshooting, Operating Systems, Application Packaging, Data Loss Prevention, Network Administration, Desktop Administration, Quality Assurance, Application Support, Leadership, Project Planning, Management, Testing, Team Leadership, Servers, Windows, Leadership Development, Spanish, Networking, DLP, Integration, Software Documentation, Training, Active Directory, Program Management
Education
Lewis University 2009 — 2010
MA, Organizational Leadership
Western Illinois University 1989 — 2009
B.A., Board of Trustees
Robert Oester Robert Oester's Nuveen Investments Experience 2008 - May 2013
Job INVESTMENT MANAGEMENT | COMPLIANCE ANALYST | MUTUAL FUNDS | GIPS
Industry Investment Management
Experience
Ares Management LLC July 2013 - Present
Nuveen Investments 2008 - May 2013
Trust Company of the West 1998 - 2008
Skills
Research, Mutual Funds, Performance Management, Securities, Analytics, Compliance, Charles River IMS, GIPS, Bloomberg, Microsoft Office, Zephyr Style Advisor
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Finance
Loyola University New Orleans 1987 — 1991
BA, History
Ares Management LLC July 2013 - Present
Nuveen Investments 2008 - May 2013
Trust Company of the West 1998 - 2008
Skills
Research, Mutual Funds, Performance Management, Securities, Analytics, Compliance, Charles River IMS, GIPS, Bloomberg, Microsoft Office, Zephyr Style Advisor
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Finance
Loyola University New Orleans 1987 — 1991
BA, History
Debbie Hines's Nuveen Investments Experience September 1998 - June 2000
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2009 - Present
Citi Personal Wealth Management December 2001 - November 2009
Envestnet Asset Management September 2000 - April 2001
Nuveen Investments September 1998 - June 2000
Skills
Retirement Planning, Investment Planning, Equities, Investments, Asset Allocation, Life Insurance, 401k, Fixed Income, Mutual Funds, Finance, Financial Advisory, Securities, Series 63, Series 7, Financial Services, Portfolio Management, Wealth Management, Financial Analysis, Retirement, Alternative Investments, Investment Strategies
Education
Indiana University Bloomington 1988 — 1992
BA, Sociology
Wells Fargo Advisors November 2009 - Present
Citi Personal Wealth Management December 2001 - November 2009
Envestnet Asset Management September 2000 - April 2001
Nuveen Investments September 1998 - June 2000
Skills
Retirement Planning, Investment Planning, Equities, Investments, Asset Allocation, Life Insurance, 401k, Fixed Income, Mutual Funds, Finance, Financial Advisory, Securities, Series 63, Series 7, Financial Services, Portfolio Management, Wealth Management, Financial Analysis, Retirement, Alternative Investments, Investment Strategies
Education
Indiana University Bloomington 1988 — 1992
BA, Sociology
Peter Fugiel, PhD Peter Fugiel, PhD's Nuveen Investments Experience 1982 - 2002
Job Author, lecturer, research on the American public sector and housing
Industry Public Policy
Experience
Muni Net Guide January 2009 - Present
PMN Community Services-Chicago Metrometrics August 2007 - Present
Nuveen Investments 1982 - 2002
Merrill Lynch October 2000 - December 2001
Sangamon State Univeristy, Springfield, Illinois September 1975 - June 1976
City University of New York (CUNY) September 1974 - June 1975
Skills
Bonds, Portfolio Management, Asset Managment, Fixed Income, Financial Modeling, Investments, Financial Analysis, Valuation, Public Finance, Securities, Credit, Bloomberg, Banking, Series 7, Policy, Due Diligence, Real Estate, Public Speaking, Strategic Planning, Risk Management, Analysis, Research, Nonprofits
Education
Northern Illinois University 1971 — 1979
MA & PhD, Government/state and local finance/American political thought
University of Illinois at Urbana-Champaign 1969 — 1970
Graudate work, Legislative internship
Loyola University Chicago 1966 — 1968
Graduate credits, Political science
University of Notre Dame 1961 — 1965
B.A., Great Books
Muni Net Guide January 2009 - Present
PMN Community Services-Chicago Metrometrics August 2007 - Present
Nuveen Investments 1982 - 2002
Merrill Lynch October 2000 - December 2001
Sangamon State Univeristy, Springfield, Illinois September 1975 - June 1976
City University of New York (CUNY) September 1974 - June 1975
Skills
Bonds, Portfolio Management, Asset Managment, Fixed Income, Financial Modeling, Investments, Financial Analysis, Valuation, Public Finance, Securities, Credit, Bloomberg, Banking, Series 7, Policy, Due Diligence, Real Estate, Public Speaking, Strategic Planning, Risk Management, Analysis, Research, Nonprofits
Education
Northern Illinois University 1971 — 1979
MA & PhD, Government/state and local finance/American political thought
University of Illinois at Urbana-Champaign 1969 — 1970
Graudate work, Legislative internship
Loyola University Chicago 1966 — 1968
Graduate credits, Political science
University of Notre Dame 1961 — 1965
B.A., Great Books
Bryan Schwarz's Nuveen Investments Experience May 1993 - January 2001
Job Senior Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2011 - Present
Lord Abbett February 2001 - October 2011
Nuveen Investments May 1993 - January 2001
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Separately Managed..., Wealth Management, Investment Strategies, Retirement, Alternative Investments, 401k, Investments, Series 65, Financial Advisory, Fixed Annuities, Asset Management, Securities, Portfolio Management, Equities, Investment Management, Fixed Income
Education
Miami University 1989 — 1993
Bachelor's degree, Economics
Putnam Investments October 2011 - Present
Lord Abbett February 2001 - October 2011
Nuveen Investments May 1993 - January 2001
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Separately Managed..., Wealth Management, Investment Strategies, Retirement, Alternative Investments, 401k, Investments, Series 65, Financial Advisory, Fixed Annuities, Asset Management, Securities, Portfolio Management, Equities, Investment Management, Fixed Income
Education
Miami University 1989 — 1993
Bachelor's degree, Economics
Sean W. Burke, CFP® Sean W. Burke, CFP®'s Nuveen Investments Experience May 2003 - August 2003
Job Regional Vice President at Invesco
Industry Financial Services
Experience
Invesco April 2010 - Present
John Hancock Life Insurance Company (U.S.A.) April 2009 - April 2010
Russell Investment Group June 2008 - October 2008
Claymore Securities June 2005 - June 2008
CH Robinson 2004 - 2005
Nuveen Investments May 2003 - August 2003
Skills
Series 7, Investments
Education
Miami University 1999 — 2003
Business, Finance
Invesco April 2010 - Present
John Hancock Life Insurance Company (U.S.A.) April 2009 - April 2010
Russell Investment Group June 2008 - October 2008
Claymore Securities June 2005 - June 2008
CH Robinson 2004 - 2005
Nuveen Investments May 2003 - August 2003
Skills
Series 7, Investments
Education
Miami University 1999 — 2003
Business, Finance
Sandeep Krovvidi's Nuveen Investments Experience April 2015 - Present
Job SQL Developer
Industry Information Technology and Services
Experience
Nuveen Investments April 2015 - Present
Skills
ETL, Data Warehousing, Microsoft SQL Server, Business Intelligence, SQL, SSIS, Informatica, SSRS, Business Analysis, Data Warehouse..., T-SQL, DTS, Software Development, SQL Tuning, Visio, Windows, SQL Server, Software Documentation, Analytics, Database Design, C#, Performance Tuning, Stored Procedures, Data Integration, Access, Data Quality, Databases, Healthcare Information..., Relational Databases, Data Migration, Requirements Analysis, Business Intelligence..., Analysis Services, OLAP, Programming, Healthcare, SDLC, .NET, Integration, Agile Methodologies, Data Analysis, SQL Server Management..., SharePoint, Consulting, Requirements Gathering
Education
Fairleigh Dickinson University-Metropolitan Campus 2008 — 2010
Master of Science (M.S.), Electrical and Electronics Engineering
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
Nuveen Investments April 2015 - Present
Skills
ETL, Data Warehousing, Microsoft SQL Server, Business Intelligence, SQL, SSIS, Informatica, SSRS, Business Analysis, Data Warehouse..., T-SQL, DTS, Software Development, SQL Tuning, Visio, Windows, SQL Server, Software Documentation, Analytics, Database Design, C#, Performance Tuning, Stored Procedures, Data Integration, Access, Data Quality, Databases, Healthcare Information..., Relational Databases, Data Migration, Requirements Analysis, Business Intelligence..., Analysis Services, OLAP, Programming, Healthcare, SDLC, .NET, Integration, Agile Methodologies, Data Analysis, SQL Server Management..., SharePoint, Consulting, Requirements Gathering
Education
Fairleigh Dickinson University-Metropolitan Campus 2008 — 2010
Master of Science (M.S.), Electrical and Electronics Engineering
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
Jason Krupa Jason Krupa's Nuveen Investments Experience August 2013 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2013 - Present
Nuveen Investments June 2012 - July 2013
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Securities, Series 7, Series 63, Mutual Funds, ETFs, Fixed Income, Investment Strategies, Alternative Investments, Asset Allocation, Bloomberg, Uniform Combined State..., Equities, Hedge Funds
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2016
Master of Business Administration (M.B.A.)
Loyola University of Chicago 2009 — 2012
Bachelor of Science, Political Science
Saint Viator High School 2004 — 2008
High School
Nuveen Investments August 2013 - Present
Nuveen Investments June 2012 - July 2013
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Securities, Series 7, Series 63, Mutual Funds, ETFs, Fixed Income, Investment Strategies, Alternative Investments, Asset Allocation, Bloomberg, Uniform Combined State..., Equities, Hedge Funds
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2016
Master of Business Administration (M.B.A.)
Loyola University of Chicago 2009 — 2012
Bachelor of Science, Political Science
Saint Viator High School 2004 — 2008
High School
Andi Lewis's Nuveen Investments Experience August 2009 - December 2012
Job Platform Consultant at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2014 - Present
The North Face June 2013 - September 2014
Nuveen Investments August 2009 - December 2012
Griffith Tutoring 2009 - 2012
Twilight Traffic Control Bull & Bear Vantage Point October 2008 - March 2009
Universal Healthcare Consulting August 2008 - March 2009
Rockit Ranch Productions 2009 - 2009
Red Star Tavern May 2008 - September 2008
Dale and Thomas Popcorn May 2006 - August 2006
Skills
Marketing, Social Media Marketing, Sales, Social Media, Customer Service, Financial Analysis, Investments, Marketing Strategy, Asset Managment, Microsoft Excel, Email Marketing, Social Networking, Account Management, New Business Development, Microsoft Office, Online Marketing, PowerPoint, Microsoft Word, Outlook, Securities, Research, Project Management, Team Building, Business Planning, Mutual Funds, Training, Asset Management, Finance
Education
Indiana University Bloomington 2004 — 2008
Bachelors, Telecommunications Industry Management and Communications and Culture, Spanish Minor
Coldwell Banker Realtor Course-Highland Park 2007 — 2007
Complete/Passed, Real Estate
Lorenzo Di Medici in Florence 2007 — 2007
n/a, Public Relations, Italian (language and culture) and Art History
Deerfield High School 2000 — 2004
Envestnet, Inc September 2014 - Present
The North Face June 2013 - September 2014
Nuveen Investments August 2009 - December 2012
Griffith Tutoring 2009 - 2012
Twilight Traffic Control Bull & Bear Vantage Point October 2008 - March 2009
Universal Healthcare Consulting August 2008 - March 2009
Rockit Ranch Productions 2009 - 2009
Red Star Tavern May 2008 - September 2008
Dale and Thomas Popcorn May 2006 - August 2006
Skills
Marketing, Social Media Marketing, Sales, Social Media, Customer Service, Financial Analysis, Investments, Marketing Strategy, Asset Managment, Microsoft Excel, Email Marketing, Social Networking, Account Management, New Business Development, Microsoft Office, Online Marketing, PowerPoint, Microsoft Word, Outlook, Securities, Research, Project Management, Team Building, Business Planning, Mutual Funds, Training, Asset Management, Finance
Education
Indiana University Bloomington 2004 — 2008
Bachelors, Telecommunications Industry Management and Communications and Culture, Spanish Minor
Coldwell Banker Realtor Course-Highland Park 2007 — 2007
Complete/Passed, Real Estate
Lorenzo Di Medici in Florence 2007 — 2007
n/a, Public Relations, Italian (language and culture) and Art History
Deerfield High School 2000 — 2004
Levi Williamson's Nuveen Investments Experience January 2010 - January 2014
Job Midwest Division Director, Vice President Sales & Marketing
Industry Investment Management
Experience
Miller/Howard Investments March 2014 - Present
Nuveen Investments January 2010 - January 2014
Nuveen Investments January 2007 - January 2010
Citigroup Instituitional Consulting January 2005 - December 2006
Condit & Associates June 2003 - December 2004
Dynamic Media Group 2002 - 2003
Alber Enterprise Center - The Ohio State University 2001 - 2002
Skills
Mutual Funds, SMA, Investments, Series 7, Asset Management, Fixed Income, Wealth Management, Alternative Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Asset Managment, Investment Management, Private Equity, Separately Managed..., Financial Analysis, ETFs, Asset Allocation, Financial Planning
Education
Ohio Wesleyan University 1999 — 2003
Bachelor of Arts, Economics Management
Keller Graduate School of Management of DeVry University 2004 — 2006
Masters in Accounting & Financial Management, Accounting & Financial Management
Buckeye Valley High School
Miller/Howard Investments March 2014 - Present
Nuveen Investments January 2010 - January 2014
Nuveen Investments January 2007 - January 2010
Citigroup Instituitional Consulting January 2005 - December 2006
Condit & Associates June 2003 - December 2004
Dynamic Media Group 2002 - 2003
Alber Enterprise Center - The Ohio State University 2001 - 2002
Skills
Mutual Funds, SMA, Investments, Series 7, Asset Management, Fixed Income, Wealth Management, Alternative Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Asset Managment, Investment Management, Private Equity, Separately Managed..., Financial Analysis, ETFs, Asset Allocation, Financial Planning
Education
Ohio Wesleyan University 1999 — 2003
Bachelor of Arts, Economics Management
Keller Graduate School of Management of DeVry University 2004 — 2006
Masters in Accounting & Financial Management, Accounting & Financial Management
Buckeye Valley High School
Adam Peyser's Nuveen Investments Experience 2013 - Present
Job Consultant at Precision Global Consulting
Industry Financial Services
Experience
Nuveen Investments 2013 - Present
Precision Global Consulting April 2007 - Present
Alberta Investment Management Corporation (AIMCo) 2012 - 2013
Janus Capital Group 2010 - 2012
Fiserv ISS 2008 - 2010
IQ Business Group January 2005 - April 2007
The Hartford 2007 - 2007
TIAA-CREF 2005 - 2007
CitiStreet 2005 - 2006
Mercer Human Resources Consulting August 1999 - January 2005
Skills
Business Analysis, Project Management, Business Process..., Requirements Analysis, Management Reporting, Requirements Gathering, Business Intelligence, Testing Automation, User Acceptance Testing, Simcorp Dimension, Sungard Omni, Sungard Relius, InnoTrust, VBA, SQL, VB6, System Migration, SDLC, Crystal Reports, Oracle, SQL Server, Excel, Access, Salesforce.com, Change Control
Education
Macquarie University 2000 — 2002
Diploma of Financial Services, Superannuation, Insurance, Financial Services
Gosford High
Pace University
Bachelor of Science Degree in Management Information Systems
Nuveen Investments 2013 - Present
Precision Global Consulting April 2007 - Present
Alberta Investment Management Corporation (AIMCo) 2012 - 2013
Janus Capital Group 2010 - 2012
Fiserv ISS 2008 - 2010
IQ Business Group January 2005 - April 2007
The Hartford 2007 - 2007
TIAA-CREF 2005 - 2007
CitiStreet 2005 - 2006
Mercer Human Resources Consulting August 1999 - January 2005
Skills
Business Analysis, Project Management, Business Process..., Requirements Analysis, Management Reporting, Requirements Gathering, Business Intelligence, Testing Automation, User Acceptance Testing, Simcorp Dimension, Sungard Omni, Sungard Relius, InnoTrust, VBA, SQL, VB6, System Migration, SDLC, Crystal Reports, Oracle, SQL Server, Excel, Access, Salesforce.com, Change Control
Education
Macquarie University 2000 — 2002
Diploma of Financial Services, Superannuation, Insurance, Financial Services
Gosford High
Pace University
Bachelor of Science Degree in Management Information Systems
Annie Reardon Will's Nuveen Investments Experience March 2007 - Present
Job Senior Client Service Associate at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments March 2007 - Present
Skills
Financial Analysis, Investments, Bloomberg, Mutual Funds, Series 7, Series 63, Asset Allocation, Equities, Alternative Investments, Customer Service, Fixed Income, Portfolio Management, Securities, Wealth Management
Education
Marquette University 1997 — 2001
Nuveen Investments March 2007 - Present
Skills
Financial Analysis, Investments, Bloomberg, Mutual Funds, Series 7, Series 63, Asset Allocation, Equities, Alternative Investments, Customer Service, Fixed Income, Portfolio Management, Securities, Wealth Management
Education
Marquette University 1997 — 2001
Ami Tully Lotka's Nuveen Investments Experience 1982 - 1998
Job Owner, Maximum Impact Partners, Inc.
Industry Financial Services
Experience
Maximum Impact Partners, Inc. March 1998 - Present
John Hancock Retirement Plan Services/ Manulife Financial 2002 - Present
Nuveen Investments 1982 - 1998
Fidelity Investments Institutional Services 1986 - 1989
Skills
Retirement, 401k, Mutual Funds, Investments, Retirement Planning, Financial Services, Pensions, Alternative Investments, Marketing, Asset Allocation, Marketing Strategy, Account Management, Investment Advisory, Asset Management, Series 7, Wealth Management, Financial Advisory, Sales, Fixed Annuities, Series 6, Finance, Series 63, Investment Strategies, Defined Benefit, Retirement Plan..., Securities
Education
Indiana University Bloomington 1978 — 1982
BS, Economics
Maximum Impact Partners, Inc. March 1998 - Present
John Hancock Retirement Plan Services/ Manulife Financial 2002 - Present
Nuveen Investments 1982 - 1998
Fidelity Investments Institutional Services 1986 - 1989
Skills
Retirement, 401k, Mutual Funds, Investments, Retirement Planning, Financial Services, Pensions, Alternative Investments, Marketing, Asset Allocation, Marketing Strategy, Account Management, Investment Advisory, Asset Management, Series 7, Wealth Management, Financial Advisory, Sales, Fixed Annuities, Series 6, Finance, Series 63, Investment Strategies, Defined Benefit, Retirement Plan..., Securities
Education
Indiana University Bloomington 1978 — 1982
BS, Economics
Gretta Kruggel's Nuveen Investments Experience 2004 - 2005
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
ABC/ WOMC 2005 - 2007
Nuveen Investments 2004 - 2005
Nuveen Investments 2004 - 2004
Education
Indiana University Bloomington 2004 — 2007
North Park University 2003 — 2005
Business Administration
Murdoch University 2004 — 2004
International Relations
ABC/ WOMC 2005 - 2007
Nuveen Investments 2004 - 2005
Nuveen Investments 2004 - 2004
Education
Indiana University Bloomington 2004 — 2007
North Park University 2003 — 2005
Business Administration
Murdoch University 2004 — 2004
International Relations
Tim Luzzo's Nuveen Investments Experience September 2004 - October 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Nuveen Investments September 2004 - October 2008
JPMorgan Chase September 2000 - September 2004
BMO Harris Bank May 1998 - September 2000
First National Bank of Evergreen Park August 1992 - May 1998
Education
Marquette University 1988 — 1992
Nuveen Investments September 2004 - October 2008
JPMorgan Chase September 2000 - September 2004
BMO Harris Bank May 1998 - September 2000
First National Bank of Evergreen Park August 1992 - May 1998
Education
Marquette University 1988 — 1992
Lori Melching McDonald's Nuveen Investments Experience June 2008 - Present
Job Senior Research Analyst, VP
Industry Investment Management
Experience
Nuveen Investments June 2008 - Present
Van Kampen Investments August 2003 - June 2008
Chubb February 2001 - August 2003
A.G. Edwards March 1999 - February 2001
Skills
Series 7, Bonds, Fixed Income, Mutual Funds, Asset Allocation, Bloomberg, Securities, Asset Management, Investments, Investment Management, ETFs, Alternative Investments, Financial Services, Portfolio Management, Financial Analysis
Education
Quinlan School of Business, Loyola University Chicago 2004 — 2006
MBA, Finance
Loyola University of Chicago 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Nerinx Hall High School 1992 — 1995
Nuveen Investments June 2008 - Present
Van Kampen Investments August 2003 - June 2008
Chubb February 2001 - August 2003
A.G. Edwards March 1999 - February 2001
Skills
Series 7, Bonds, Fixed Income, Mutual Funds, Asset Allocation, Bloomberg, Securities, Asset Management, Investments, Investment Management, ETFs, Alternative Investments, Financial Services, Portfolio Management, Financial Analysis
Education
Quinlan School of Business, Loyola University Chicago 2004 — 2006
MBA, Finance
Loyola University of Chicago 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Nerinx Hall High School 1992 — 1995
Philip Trimble, CIMA's Nuveen Investments Experience 1998 - 2000
Job Sales Manager at Wells Fargo Funds Distributor, LLC
Industry Financial Services
Experience
Wells Fargo Funds Distributor, LLC January 2010 - Present
Wells Fargo, Funds Management Group June 2005 - December 2009
Janus 2003 - 2005
Nuveen 1998 - 2000
Nuveen Investments 1998 - 2000
oppenheimerfunds 1993 - 1998
Education
Kenyon College 1980 — 1984
The Episcopal Academy 1968 — 1980
Wells Fargo Funds Distributor, LLC January 2010 - Present
Wells Fargo, Funds Management Group June 2005 - December 2009
Janus 2003 - 2005
Nuveen 1998 - 2000
Nuveen Investments 1998 - 2000
oppenheimerfunds 1993 - 1998
Education
Kenyon College 1980 — 1984
The Episcopal Academy 1968 — 1980
Todd Harpo Joseph's Nuveen Investments Experience June 2012 - Present
Job AVP, Compliance Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2012 - Present
Great West Life & Annuity February 2009 - May 2012
Spicer Jeffries LLP December 2007 - January 2009
National Futures Association 1996 - 2007
Skills
Commodities, SEC & CFTC Compliance, SEC reporting, Hedge Funds, Financial Reporting, Training, Mutual Funds, Foreign Exchange, FINRA, Securities, Equities, Capital Markets, Fixed Income, Due Diligence, Derivatives, Options, SEC
Education
Indiana University Bloomington 1992 — 1996
BS, Accounting
Nuveen Investments June 2012 - Present
Great West Life & Annuity February 2009 - May 2012
Spicer Jeffries LLP December 2007 - January 2009
National Futures Association 1996 - 2007
Skills
Commodities, SEC & CFTC Compliance, SEC reporting, Hedge Funds, Financial Reporting, Training, Mutual Funds, Foreign Exchange, FINRA, Securities, Equities, Capital Markets, Fixed Income, Due Diligence, Derivatives, Options, SEC
Education
Indiana University Bloomington 1992 — 1996
BS, Accounting
Jennifer Seuring's Nuveen Investments Experience July 2012 - Present
Job SVP, Director FP&A and Procurement at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2012 - Present
Nuveen Investments February 2012 - July 2012
Nuveen Investments February 2010 - January 2012
Nuveen Investments 2007 - 2010
Kraft Foods November 2005 - March 2007
Kraft Foods June 2004 - October 2005
Education
University of Chicago 1999 — 2001
MBA
Indiana University Bloomington 1989 — 1993
B.S., Finance
Nuveen Investments July 2012 - Present
Nuveen Investments February 2012 - July 2012
Nuveen Investments February 2010 - January 2012
Nuveen Investments 2007 - 2010
Kraft Foods November 2005 - March 2007
Kraft Foods June 2004 - October 2005
Education
University of Chicago 1999 — 2001
MBA
Indiana University Bloomington 1989 — 1993
B.S., Finance
Matthew Michel's Nuveen Investments Experience 2008 - 2009
Job Job Search Coach at Challenger, Gray & Christmas, Inc.
Industry Financial Services
Experience
Challenger, Gray & Christmas, Inc. 2011 - Present
Blaylock Robert Van, LLC 2010 - 2011
Nuveen Investments 2008 - 2009
Nuveen Investments August 2004 - April 2008
Nuveen Investments July 1998 - August 2004
Morningstar October 1998 - July 1999
Skills
Equities, Pricing Analysis, Fixed Income, Job Search, Account Reconciliation, Asset Managment
Education
Loyola University Chicago 2005 — 2007
MBA, Finance
University of Illinois at Chicago 1993 — 1997
Bachelor, Economics
Challenger, Gray & Christmas, Inc. 2011 - Present
Blaylock Robert Van, LLC 2010 - 2011
Nuveen Investments 2008 - 2009
Nuveen Investments August 2004 - April 2008
Nuveen Investments July 1998 - August 2004
Morningstar October 1998 - July 1999
Skills
Equities, Pricing Analysis, Fixed Income, Job Search, Account Reconciliation, Asset Managment
Education
Loyola University Chicago 2005 — 2007
MBA, Finance
University of Illinois at Chicago 1993 — 1997
Bachelor, Economics
David Botset's Nuveen Investments Experience August 1997 - May 2007
Job Managing Director Product Development & Strategy
Industry Financial Services
Experience
Charles Schwab July 2012 - Present
Guggenheim Investments May 2007 - June 2012
Nuveen Investments August 1997 - May 2007
Skills
Mutual Funds, Exchange Traded Funds, Closed-end Funds, Unit Investment Trusts, Training & Development, Product Development, Product Marketing, Separately Managed..., Product Management, Sales Presentations, ETFs, Media Interviews, Product Strategy, Investment Management
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Accounting & Economics
Indiana University Bloomington
Bachelor of Science (B.S.), Business
Charles Schwab July 2012 - Present
Guggenheim Investments May 2007 - June 2012
Nuveen Investments August 1997 - May 2007
Skills
Mutual Funds, Exchange Traded Funds, Closed-end Funds, Unit Investment Trusts, Training & Development, Product Development, Product Marketing, Separately Managed..., Product Management, Sales Presentations, ETFs, Media Interviews, Product Strategy, Investment Management
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Accounting & Economics
Indiana University Bloomington
Bachelor of Science (B.S.), Business
Shirley Valentine's Nuveen Investments Experience 2004 - 2007
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Valentine Advisors, Inc. 2007 - Present
Nuveen Investments 2004 - 2007
McDonald's Corporation 1999 - 2002
CNA 1996 - 1999
Kraft Foods 1988 - 1996
Andersen Consulting (Accenture) 1978 - 1988
Education
Indiana University Bloomington
MBA, Finance
Purdue University - Krannert School of Management
Valentine Advisors, Inc. 2007 - Present
Nuveen Investments 2004 - 2007
McDonald's Corporation 1999 - 2002
CNA 1996 - 1999
Kraft Foods 1988 - 1996
Andersen Consulting (Accenture) 1978 - 1988
Education
Indiana University Bloomington
MBA, Finance
Purdue University - Krannert School of Management
Katie Bathie's Nuveen Investments Experience January 2011 - Present
Job Assistant Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
US Bank 2002 - Present
FAF Advisors March 2002 - December 2010
Robert W. Baird & Co. June 2000 - March 2002
Education
Marquette University 1996 — 2000
Nuveen Investments January 2011 - Present
US Bank 2002 - Present
FAF Advisors March 2002 - December 2010
Robert W. Baird & Co. June 2000 - March 2002
Education
Marquette University 1996 — 2000
Khalil Khalfan, PMP's Nuveen Investments Experience June 2004 - July 2005
Job Project Manager at TD Bank Group
Industry Financial Services
Experience
TD Bank Group June 2013 - Present
TD Bank Group October 2010 - May 2013
Interphase Systems, Inc. January 2009 - May 2010
Wilmington Finance January 2007 - December 2008
Pennsylvania State University January 2006 - December 2006
Nuveen Investments June 2004 - July 2005
Skills
Management, Program Management, Process Improvement, Leadership, Software Documentation, Project Management, Training, Team Leadership, Troubleshooting, Business Development, Access, Microsoft SQL Server, Budgets, Networking, Time Management, Finance, Servers, Microsoft Excel, Visual Basic, Teamwork, Analysis, SQL, Financial Analysis, Strategic Planning, Forecasting, Data Analysis, Risk Management
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2006
MSIS, Information Systems
Kutztown University of Pennsylvania 2000 — 2004
BSBA, Finance and Management
TD Bank Group June 2013 - Present
TD Bank Group October 2010 - May 2013
Interphase Systems, Inc. January 2009 - May 2010
Wilmington Finance January 2007 - December 2008
Pennsylvania State University January 2006 - December 2006
Nuveen Investments June 2004 - July 2005
Skills
Management, Program Management, Process Improvement, Leadership, Software Documentation, Project Management, Training, Team Leadership, Troubleshooting, Business Development, Access, Microsoft SQL Server, Budgets, Networking, Time Management, Finance, Servers, Microsoft Excel, Visual Basic, Teamwork, Analysis, SQL, Financial Analysis, Strategic Planning, Forecasting, Data Analysis, Risk Management
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2006
MSIS, Information Systems
Kutztown University of Pennsylvania 2000 — 2004
BSBA, Finance and Management
Eric Thorson's Nuveen Investments Experience January 2011 - December 2011
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 2011 - Present
Nuveen Investments January 2011 - December 2011
FAF Advisors January 2006 - December 2010
The Willow Group April 2005 - January 2006
Fingerhut Direct Marketing, Inc. June 2003 - April 2005
IBM Global Services (formerly PWC Consulting) June 1999 - January 2003
American Express Financial Advisors 1995 - 1999
Skills
Business Analysis, Process Improvement, Program Management, Risk Management, Project Management, Strategic Planning, Financial Services, Project Delivery, Business Process..., Visio, SDLC, Asset Managment, Asset Management, Portfolio Management, PMP, CRM, Integration
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBA, Finance and Management
Lawrence University 1990 — 1994
BA, Government
Vanguard December 2011 - Present
Nuveen Investments January 2011 - December 2011
FAF Advisors January 2006 - December 2010
The Willow Group April 2005 - January 2006
Fingerhut Direct Marketing, Inc. June 2003 - April 2005
IBM Global Services (formerly PWC Consulting) June 1999 - January 2003
American Express Financial Advisors 1995 - 1999
Skills
Business Analysis, Process Improvement, Program Management, Risk Management, Project Management, Strategic Planning, Financial Services, Project Delivery, Business Process..., Visio, SDLC, Asset Managment, Asset Management, Portfolio Management, PMP, CRM, Integration
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBA, Finance and Management
Lawrence University 1990 — 1994
BA, Government
Joy Crenshaw's Nuveen Investments Experience January 2007 - Present
Job Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2007 - Present
Nuveen Investments February 1997 - Present
Skills
Selling Skills, Leadership Development, Investment Strategies, Series 7, Series 63, Series 65, Sales Presentations, Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Securities, Wealth Management, Influence Others, Bonds, Investment Advisory, Investment Management, Series 24
Education
Miami University 1992 — 1996
Bachelor of Arts (BA), Psychology
Nuveen Investments January 2007 - Present
Nuveen Investments February 1997 - Present
Skills
Selling Skills, Leadership Development, Investment Strategies, Series 7, Series 63, Series 65, Sales Presentations, Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Securities, Wealth Management, Influence Others, Bonds, Investment Advisory, Investment Management, Series 24
Education
Miami University 1992 — 1996
Bachelor of Arts (BA), Psychology
Paula Udani's Nuveen Investments Experience September 2013 - Present
Job Financial Reporting Manager at Nuveen Investments
Industry Accounting
Experience
Nuveen Investments September 2013 - Present
Ernst & Young LLP October 2010 - September 2013
Ernst & Young GmbH October 2006 - September 2010
Ernst & Young October 2006 - March 2008
Infineon Technologies November 2005 - July 2006
WestLB Mellon Asset Management July 2002 - August 2002
Skills
CPA, US GAAP, IFRS, German GAAP, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Financial Accounting, Assurance, Internal Controls, Big 4, Auditing, Financial Statements, External Audit
Education
Universiteit Maastricht 2001 — 2005
BSc in International Business, Accounting and Finance
Universidad de Cantabria 2003 — 2004
Nuveen Investments September 2013 - Present
Ernst & Young LLP October 2010 - September 2013
Ernst & Young GmbH October 2006 - September 2010
Ernst & Young October 2006 - March 2008
Infineon Technologies November 2005 - July 2006
WestLB Mellon Asset Management July 2002 - August 2002
Skills
CPA, US GAAP, IFRS, German GAAP, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Financial Accounting, Assurance, Internal Controls, Big 4, Auditing, Financial Statements, External Audit
Education
Universiteit Maastricht 2001 — 2005
BSc in International Business, Accounting and Finance
Universidad de Cantabria 2003 — 2004
Andrew Clark, CFA's Nuveen Investments Experience January 2011 - Present
Job at
Industry Investment Management
Experience
Nuveen Investments January 2011 - Present
FAF Advisors, Inc. August 2007 - December 2010
Sit Investment Associates July 1996 - August 2007
Sit Investment 1996 - 2007
Skills
Bloomberg, Research, Mutual Funds, Fixed Income
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Finance
Miami University 1992 — 1996
Bachelor's degree, Accounting and Finance
Nuveen Investments January 2011 - Present
FAF Advisors, Inc. August 2007 - December 2010
Sit Investment Associates July 1996 - August 2007
Sit Investment 1996 - 2007
Skills
Bloomberg, Research, Mutual Funds, Fixed Income
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Finance
Miami University 1992 — 1996
Bachelor's degree, Accounting and Finance
Eamonn Coyle's Nuveen Investments Experience December 2011 - September 2014
Job Ediscovery
Industry Financial Services
Experience
CME Group September 2014 - Present
Nuveen Investments December 2011 - September 2014
Littler Mendelson November 2010 - November 2011
Schiff Hardin LLP October 2007 - November 2010
Clausen Miller February 2006 - September 2007
Integrated e Solutions Inc. April 2004 - January 2006
Coach Leatherware 2002 - 2004
Skills
Litigation Support
Education
Loyola University Chicago 2002 — 2003
Certificate in Paralegal Studies
Indiana University Bloomington 1984 — 1988
BS, Marketing
CME Group September 2014 - Present
Nuveen Investments December 2011 - September 2014
Littler Mendelson November 2010 - November 2011
Schiff Hardin LLP October 2007 - November 2010
Clausen Miller February 2006 - September 2007
Integrated e Solutions Inc. April 2004 - January 2006
Coach Leatherware 2002 - 2004
Skills
Litigation Support
Education
Loyola University Chicago 2002 — 2003
Certificate in Paralegal Studies
Indiana University Bloomington 1984 — 1988
BS, Marketing
Karen Bennett-Burkum's Nuveen Investments Experience June 1999 - April 2003
Job Writer/Communications Consultant
Industry Writing and Editing
Experience
Karen B Communications January 2004 - Present
Estate of L.J. Bennett February 2007 - July 2009
Nuveen Investments June 1999 - April 2003
Scudder Kemper Investments, Inc. July 1997 - June 1999
DCR June 1995 - July 1997
Lerner Newspapers 1994 - 1995
LaSalle Bank 1992 - 1994
Columbia Daily Tribune September 1989 - June 1990
Peoria Journal Star May 1989 - August 1989
Skills
Newsletters, Marketing, Marketing Communications, Corporate Communications, Training, Internal Communications, Integrated Marketing, Investments, Copywriting, Direct Marketing, Strategic Communications, Finance, Blogging, Sales
Education
Lake Forest Graduate School of Management 1996 — 2000
MBA, Business Administration
University of Missouri-Columbia 1986 — 1990
Bachelor of Journalism, News/Magazine editing with Poli Sci emphasis
Chicago Christian High School 1982 — 1986
Karen B Communications January 2004 - Present
Estate of L.J. Bennett February 2007 - July 2009
Nuveen Investments June 1999 - April 2003
Scudder Kemper Investments, Inc. July 1997 - June 1999
DCR June 1995 - July 1997
Lerner Newspapers 1994 - 1995
LaSalle Bank 1992 - 1994
Columbia Daily Tribune September 1989 - June 1990
Peoria Journal Star May 1989 - August 1989
Skills
Newsletters, Marketing, Marketing Communications, Corporate Communications, Training, Internal Communications, Integrated Marketing, Investments, Copywriting, Direct Marketing, Strategic Communications, Finance, Blogging, Sales
Education
Lake Forest Graduate School of Management 1996 — 2000
MBA, Business Administration
University of Missouri-Columbia 1986 — 1990
Bachelor of Journalism, News/Magazine editing with Poli Sci emphasis
Chicago Christian High School 1982 — 1986
Galen Giebler's Nuveen Investments Experience July 2009 - February 2013
Job Owner, South Bay Software Development, Inc.
Industry Computer Software
Experience
South Bay Software Development, Inc. January 1992 - Present
Nuveen Investments July 2009 - February 2013
Countrywide 1993 - 2002
Skills
C++, SQL, Application Development, Solution Selling, Software Development, Software Industry, SOA, C#, ASP.NET, ASP.NET MVC, ASP.NET AJAX, WCF, T-SQL, Web Services, IIS, VB.NET, jQuery, JavaScript, Enterprise Architecture, SSIS, Systems Analysis, Entity Framework, Integration, Software Project..., JSON, Crystal Reports, MySQL, .NET, SDLC, REST, XML, Agile Methodologies, Microsoft SQL Server, Design Patterns, Database Design, Databases, ASP, AJAX, SSRS, Visual Basic, SharePoint, TFS, CSS, Oracle, Data Modeling, Data Warehousing, PL/SQL, Visio, Requirements Analysis, ETL
Education
Kansas State University 1981 — 1985
BA, Computer Science
South Bay Software Development, Inc. January 1992 - Present
Nuveen Investments July 2009 - February 2013
Countrywide 1993 - 2002
Skills
C++, SQL, Application Development, Solution Selling, Software Development, Software Industry, SOA, C#, ASP.NET, ASP.NET MVC, ASP.NET AJAX, WCF, T-SQL, Web Services, IIS, VB.NET, jQuery, JavaScript, Enterprise Architecture, SSIS, Systems Analysis, Entity Framework, Integration, Software Project..., JSON, Crystal Reports, MySQL, .NET, SDLC, REST, XML, Agile Methodologies, Microsoft SQL Server, Design Patterns, Database Design, Databases, ASP, AJAX, SSRS, Visual Basic, SharePoint, TFS, CSS, Oracle, Data Modeling, Data Warehousing, PL/SQL, Visio, Requirements Analysis, ETL
Education
Kansas State University 1981 — 1985
BA, Computer Science
Erin Hormozi's Nuveen Investments Experience October 2014 - Present
Job Senior Compliance Analyst, Records Management & eDiscovery Team, Core Compliance Services at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 2014 - Present
Kirkland & Ellis LLP October 2008 - October 2014
Schuyler Roche, P.C. 2004 - 2008
Wessels & Pautsch, P.C. September 2001 - October 2004
Phone Bank Systems March 1998 - March 1999
Education
Michigan State University 1996 — 2000
BA, Philosophy
Nuveen Investments October 2014 - Present
Kirkland & Ellis LLP October 2008 - October 2014
Schuyler Roche, P.C. 2004 - 2008
Wessels & Pautsch, P.C. September 2001 - October 2004
Phone Bank Systems March 1998 - March 1999
Education
Michigan State University 1996 — 2000
BA, Philosophy
Jennifer Didier's Nuveen Investments Experience March 2008 - Present
Job Intern at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2008 - Present
Rosebud on Rush August 2006 - Present
Education
Loyola University Chicago 2004 — 2008
B.A., International Business and Finance
Nuveen Investments March 2008 - Present
Rosebud on Rush August 2006 - Present
Education
Loyola University Chicago 2004 — 2008
B.A., International Business and Finance
John P. Reynolds's Nuveen Investments Experience June 2014 - Present
Job Managing Director, Head of Global Consultant Relations at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments June 2014 - Present
Epoch Investment Partners March 2010 - June 2014
TD Asset Management April 2008 - March 2010
BNY Mellon Asset Management January 2002 - April 2008
Brown Brothers Harriman August 1991 - July 2000
Salomon Brothers Inc July 1983 - December 1989
Education
Manhattan College 1978 — 1982
Bachelor of Arts, Economics/Government
Nuveen Investments June 2014 - Present
Epoch Investment Partners March 2010 - June 2014
TD Asset Management April 2008 - March 2010
BNY Mellon Asset Management January 2002 - April 2008
Brown Brothers Harriman August 1991 - July 2000
Salomon Brothers Inc July 1983 - December 1989
Education
Manhattan College 1978 — 1982
Bachelor of Arts, Economics/Government
Lauren Michalak's Nuveen Investments Experience March 2015 - Present
Job Assistant Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2015 - Present
Nuveen Investments March 2011 - March 2015
Nuveen Investments March 2009 - March 2011
Nuveen Investments September 2006 - March 2009
Smith Barney April 2004 - September 2006
Skills
Series 7, Series 63, Asset Managment, Product Development, Closed-end Funds, Commodity Pools, Financial Modeling
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA) Candidate, Expected Graduation 2015
Loyola University Chicago 2002 — 2006
B.A., Economics and Mathematics
Benet Academy
Nuveen Investments March 2015 - Present
Nuveen Investments March 2011 - March 2015
Nuveen Investments March 2009 - March 2011
Nuveen Investments September 2006 - March 2009
Smith Barney April 2004 - September 2006
Skills
Series 7, Series 63, Asset Managment, Product Development, Closed-end Funds, Commodity Pools, Financial Modeling
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA) Candidate, Expected Graduation 2015
Loyola University Chicago 2002 — 2006
B.A., Economics and Mathematics
Benet Academy
Michelle Renicker, CPA's Nuveen Investments Experience June 2003 - February 2005
Job Controller at Phonak
Industry Financial Services
Experience
Phonak April 2012 - Present
Guggenheim Funds Services Group February 2005 - April 2012
Nuveen Investments June 2003 - February 2005
PricewaterhouseCoopers August 1999 - May 2003
Education
Marquette University 1995 — 1999
BS - Accounting
Phonak April 2012 - Present
Guggenheim Funds Services Group February 2005 - April 2012
Nuveen Investments June 2003 - February 2005
PricewaterhouseCoopers August 1999 - May 2003
Education
Marquette University 1995 — 1999
BS - Accounting
Andrea Robideaux's Nuveen Investments Experience January 2013 - December 2014
Job Independent Consultant at The Willow Group
Industry Management Consulting
Experience
The Willow Group December 2014 - Present
Nuveen Investments January 2013 - December 2014
The Willow Group December 2010 - January 2013
Ameriprise Financial November 2008 - October 2010
Ameriprise Financial June 2008 - November 2008
Ameriprise Financial October 2005 - March 2008
American Express Financial Advisors March 2001 - September 2005
American Express Financial Advisors March 1995 - December 2000
Electronic Data Systems July 1989 - March 1995
Skills
Business Analysis, Business Process..., Business Process, Vendor Management, Requirements Gathering, Cross-functional Team..., Project Management, Program Management, Financial Services, Management Consulting, Analysis, Software Documentation, Management, Leadership
Education
Indiana University-Purdue University at Indianapolis 1987 — 1989
B.S., Business and Accounting
The Willow Group December 2014 - Present
Nuveen Investments January 2013 - December 2014
The Willow Group December 2010 - January 2013
Ameriprise Financial November 2008 - October 2010
Ameriprise Financial June 2008 - November 2008
Ameriprise Financial October 2005 - March 2008
American Express Financial Advisors March 2001 - September 2005
American Express Financial Advisors March 1995 - December 2000
Electronic Data Systems July 1989 - March 1995
Skills
Business Analysis, Business Process..., Business Process, Vendor Management, Requirements Gathering, Cross-functional Team..., Project Management, Program Management, Financial Services, Management Consulting, Analysis, Software Documentation, Management, Leadership
Education
Indiana University-Purdue University at Indianapolis 1987 — 1989
B.S., Business and Accounting
Megan Sendlak's Nuveen Investments Experience February 2014 - October 2014
Job Controller at Origami Capital Partners LLC
Industry Financial Services
Experience
Origami Capital Partners LLC November 2014 - Present
Nuveen Investments February 2014 - October 2014
Nuveen Investments February 2012 - February 2014
Nuveen Investments August 2010 - February 2012
Nuveen Investments August 2007 - October 2010
Kraft Foods, Inc March 2001 - August 2007
Ernst & Young August 1998 - March 2001
Skills
Management, Accounting, Financial Analysis, Finance, Financial Modeling, Financial Planning, Financial Reporting, Analysis, Strategic Planning, Investments
Education
Miami University 1994 — 1998
Bachelor of Science (B.S.), Accounting
Origami Capital Partners LLC November 2014 - Present
Nuveen Investments February 2014 - October 2014
Nuveen Investments February 2012 - February 2014
Nuveen Investments August 2010 - February 2012
Nuveen Investments August 2007 - October 2010
Kraft Foods, Inc March 2001 - August 2007
Ernst & Young August 1998 - March 2001
Skills
Management, Accounting, Financial Analysis, Finance, Financial Modeling, Financial Planning, Financial Reporting, Analysis, Strategic Planning, Investments
Education
Miami University 1994 — 1998
Bachelor of Science (B.S.), Accounting
Christina (Knaup) Ostrowski's Nuveen Investments Experience July 1986 - November 2006
Job Manager at Calamos Investments
Industry Information Technology and Services
Experience
Calamos Investments February 2013 - Present
Calamos Investments November 2006 - February 2013
Nuveen Investments July 1986 - November 2006
Nuveen 1986 - 2006
Skills
SDLC, Business Analysis, PMO, Project Management, SharePoint, Visio, Requirements Analysis, Software Project...
Education
Loyola University Chicago 1982 — 1986
Bachelors, Mathematics and Computer Science
Calamos Investments February 2013 - Present
Calamos Investments November 2006 - February 2013
Nuveen Investments July 1986 - November 2006
Nuveen 1986 - 2006
Skills
SDLC, Business Analysis, PMO, Project Management, SharePoint, Visio, Requirements Analysis, Software Project...
Education
Loyola University Chicago 1982 — 1986
Bachelors, Mathematics and Computer Science
Thomas F. Gawne's Nuveen Investments Experience 1993 - 1998
Job Experienced research analyst and technical writer.
Industry Information Technology and Services
Experience
Argonne National Laboratory/Decision & Information Sciences Division/Infrastructure Assurance Center November 2010 - February 2012
Chicago Humanities Festival September 1998 - June 2008
Nuveen Investments 1993 - 1998
Education
Loyola University Chicago 1985 — 1998
B.A., Communications/Journalism
Argonne National Laboratory/Decision & Information Sciences Division/Infrastructure Assurance Center November 2010 - February 2012
Chicago Humanities Festival September 1998 - June 2008
Nuveen Investments 1993 - 1998
Education
Loyola University Chicago 1985 — 1998
B.A., Communications/Journalism
Summer Cavalier's Nuveen Investments Experience July 2008 - November 2008
Job VP Account Services Manager at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2009 - Present
Nuveen Investments July 2008 - November 2008
Charles Schwab March 2007 - July 2008
Charles Schwab April 2006 - March 2007
Charles Schwab May 2001 - April 2006
Charles Schwab March 2000 - May 2001
The Vanguard Group November 1998 - February 2000
Skills
Series 7, Series 24, Series 63, Series 65, Wealth Management, Strategy, Risk Management, Investments, Mutual Funds
Education
Lafayette College 1994 — 1998
BA, Economics and Business
Pershing, a BNY Mellon company June 2009 - Present
Nuveen Investments July 2008 - November 2008
Charles Schwab March 2007 - July 2008
Charles Schwab April 2006 - March 2007
Charles Schwab May 2001 - April 2006
Charles Schwab March 2000 - May 2001
The Vanguard Group November 1998 - February 2000
Skills
Series 7, Series 24, Series 63, Series 65, Wealth Management, Strategy, Risk Management, Investments, Mutual Funds
Education
Lafayette College 1994 — 1998
BA, Economics and Business
Stephen Fox's Nuveen Investments Experience October 2013 - Present
Job Managing Director at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 2013 - Present
Morgan Stanley January 1998 - October 2013
Skills
Series 7, Series 63, Series 24, Series 53, Wealth Management, Alternative Investments, Fixed Income, Equities, Investments, Asset Allocation, Capital Markets, Securities, Asset Management, Portfolio Management, Mutual Funds, Hedge Funds, Bloomberg
Education
Miami University 1993 — 1997
BS, Finance
Nuveen Investments October 2013 - Present
Morgan Stanley January 1998 - October 2013
Skills
Series 7, Series 63, Series 24, Series 53, Wealth Management, Alternative Investments, Fixed Income, Equities, Investments, Asset Allocation, Capital Markets, Securities, Asset Management, Portfolio Management, Mutual Funds, Hedge Funds, Bloomberg
Education
Miami University 1993 — 1997
BS, Finance
Carrie Dry's Nuveen Investments Experience 1993 - 1995
Job National Sales Manager, ACDIS
Industry Publishing
Experience
ACDIS August 2015 - Present
SourceMedia December 1998 - June 2015
Primedia 1996 - 1998
Nuveen Investments 1993 - 1995
Skills
Lead Generation, B2B, Social Media Marketing, Salesforce.com, Integrated Marketing, Marketing Strategy, Email Marketing, Marketing, New Business Development, Sales, Trade Shows, Database Marketing, Advertising, Advertising Sales, Digital Media, Online Advertising, Research Consulting
Education
Indiana University Bloomington 1989 — 1993
BA, French, English, Education
ACDIS August 2015 - Present
SourceMedia December 1998 - June 2015
Primedia 1996 - 1998
Nuveen Investments 1993 - 1995
Skills
Lead Generation, B2B, Social Media Marketing, Salesforce.com, Integrated Marketing, Marketing Strategy, Email Marketing, Marketing, New Business Development, Sales, Trade Shows, Database Marketing, Advertising, Advertising Sales, Digital Media, Online Advertising, Research Consulting
Education
Indiana University Bloomington 1989 — 1993
BA, French, English, Education
Candyss Newman's Nuveen Investments Experience November 2009 - May 2010
Job Social Resource Advocate/MSWMJ Children's Law & Policy Candidate
Industry Individual & Family Services
Experience
Independent September 2014 - Present
Ounce of Prevention Fund July 2012 - August 2014
Independent April 2010 - July 2012
College Nannies & Tutors July 2010 - November 2010
Nuveen Investments November 2009 - May 2010
Discovery Chicago January 2007 - April 2009
Crate & Barrel October 2005 - January 2007
Fairfax Family Practice February 2005 - June 2006
Bureau of Engraving and Printing March 2004 - February 2005
Little Scholars Child Development Center June 2002 - March 2004
Skills
Customer Service, Administrative Support, Creative Arts, Child Development, Microsoft Office, Team Leadership, Team Coordination, Training Coordination, Outlook, Outlook Express, Lotus Notes, Sametime, Windows, Training, Administrative..., Event Planning, Sales, Team Building
Education
Loyola University Chicago 2014 — 2017
Master of Social Work (MSW); Master of Jurisprudence (MJ)-Children's Law & Policy
Loyola University of Chicago 2008 — 2011
BS, Psychology
Independent September 2014 - Present
Ounce of Prevention Fund July 2012 - August 2014
Independent April 2010 - July 2012
College Nannies & Tutors July 2010 - November 2010
Nuveen Investments November 2009 - May 2010
Discovery Chicago January 2007 - April 2009
Crate & Barrel October 2005 - January 2007
Fairfax Family Practice February 2005 - June 2006
Bureau of Engraving and Printing March 2004 - February 2005
Little Scholars Child Development Center June 2002 - March 2004
Skills
Customer Service, Administrative Support, Creative Arts, Child Development, Microsoft Office, Team Leadership, Team Coordination, Training Coordination, Outlook, Outlook Express, Lotus Notes, Sametime, Windows, Training, Administrative..., Event Planning, Sales, Team Building
Education
Loyola University Chicago 2014 — 2017
Master of Social Work (MSW); Master of Jurisprudence (MJ)-Children's Law & Policy
Loyola University of Chicago 2008 — 2011
BS, Psychology
Bud Angelus, CIMA's Nuveen Investments Experience September 1995 - May 2006
Job Sr. Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2011 - Present
AllianceBernstein May 2006 - July 2011
Nuveen Investments September 1995 - May 2006
Kimberly-Clark February 1992 - September 1995
Xerox Corporation September 1989 - February 1992
Skills
Mutual Funds, Series 7, Wealth Management, Separately Managed..., Fixed Income, Practice Management, LinkedIn, Equities
Education
Michigan State University 1985 — 1989
BS, Marketing
Putnam Investments July 2011 - Present
AllianceBernstein May 2006 - July 2011
Nuveen Investments September 1995 - May 2006
Kimberly-Clark February 1992 - September 1995
Xerox Corporation September 1989 - February 1992
Skills
Mutual Funds, Series 7, Wealth Management, Separately Managed..., Fixed Income, Practice Management, LinkedIn, Equities
Education
Michigan State University 1985 — 1989
BS, Marketing
Stephanie Bream's Nuveen Investments Experience June 2006 - December 2012
Job Product Analyst at InvestEdge
Industry Financial Services
Experience
InvestEdge April 2014 - Present
Nuveen Investments June 2006 - December 2012
Nuveen Investments May 1999 - June 2006
Riittenhouse Financial Services (Acquired by Nuveen Investments) March 1997 - May 1999
Rittenhouse Financial Services (Acquired by Nuveen Investments) January 1993 - March 1997
Rittenhouse Financial Services (Acquired by Nuveen Investments) January 1991 - December 1992
Skills
Separately Managed..., Team Leadership, Organizational..., Leadership, Asset Management, Financial Services, Project Management, Series 63
Education
Lock Haven University of Pennsylvania 1986 — 1990
InvestEdge April 2014 - Present
Nuveen Investments June 2006 - December 2012
Nuveen Investments May 1999 - June 2006
Riittenhouse Financial Services (Acquired by Nuveen Investments) March 1997 - May 1999
Rittenhouse Financial Services (Acquired by Nuveen Investments) January 1993 - March 1997
Rittenhouse Financial Services (Acquired by Nuveen Investments) January 1991 - December 1992
Skills
Separately Managed..., Team Leadership, Organizational..., Leadership, Asset Management, Financial Services, Project Management, Series 63
Education
Lock Haven University of Pennsylvania 1986 — 1990
Johanna Vogel's Nuveen Investments Experience June 2006 - May 2010
Job Managing Director, Consultant Relations at MassMutual Financial Group
Industry Investment Management
Experience
MassMutual Financial Group January 2015 - Present
Dividend Capital April 2012 - December 2014
Lehigh University December 2010 - May 2012
Independent May 2010 - December 2010
Nuveen Investments June 2006 - May 2010
Nuveen Investments September 2001 - August 2006
Morgan Stanley Asset Management 1993 - 2001
Lehigh University 1992 - 1993
University of Pennsylania 1988 - 1992
Foreign Policy Research Institute 1987 - 1988
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Series 63, Equities, Hedge Funds, Investment Strategies, Investment Management
Education
University of Pennsylvania 1982 — 1985
BA, Russian
Lehigh University 1992 — 1996
MA, Government
Smith College 1981 — 1982
Pushkin Institute
Summer, Russian
MassMutual Financial Group January 2015 - Present
Dividend Capital April 2012 - December 2014
Lehigh University December 2010 - May 2012
Independent May 2010 - December 2010
Nuveen Investments June 2006 - May 2010
Nuveen Investments September 2001 - August 2006
Morgan Stanley Asset Management 1993 - 2001
Lehigh University 1992 - 1993
University of Pennsylania 1988 - 1992
Foreign Policy Research Institute 1987 - 1988
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Series 63, Equities, Hedge Funds, Investment Strategies, Investment Management
Education
University of Pennsylvania 1982 — 1985
BA, Russian
Lehigh University 1992 — 1996
MA, Government
Smith College 1981 — 1982
Pushkin Institute
Summer, Russian
Billy Means's Nuveen Investments Experience April 2012 - Present
Job Vice President and Assistant General Counsel at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments April 2012 - Present
Winston & Strawn LLP October 2010 - May 2012
Nuveen Investments March 2010 - October 2010
City of Chicago January 2010 - March 2010
Winston & Strawn LLP May 2008 - August 2008
White & Case November 2004 - June 2006
Vorys, Sater, Seymour and Pease LLP January 2004 - September 2004
Education
The Ohio State University Moritz College of Law 2006 — 2009
JD
Kenyon College 1998 — 2002
B.A., English, Religious Studies
University of Oxford
Nuveen Investments April 2012 - Present
Winston & Strawn LLP October 2010 - May 2012
Nuveen Investments March 2010 - October 2010
City of Chicago January 2010 - March 2010
Winston & Strawn LLP May 2008 - August 2008
White & Case November 2004 - June 2006
Vorys, Sater, Seymour and Pease LLP January 2004 - September 2004
Education
The Ohio State University Moritz College of Law 2006 — 2009
JD
Kenyon College 1998 — 2002
B.A., English, Religious Studies
University of Oxford
Dawn Wilson, CIMA®'s Nuveen Investments Experience January 2011 - November 2012
Job Institutional Marketing at Capital Group
Industry Financial Services
Experience
Capital Group November 2012 - Present
Nuveen Investments January 2011 - November 2012
U.S. Bank/FAF Advisors January 2008 - January 2011
Ameriprise Financial Services, Inc. January 2007 - December 2007
Ameriprise Financial Services, Inc. December 2004 - December 2006
American Express Financial Advisors May 2004 - December 2004
Freelance Graphic Design September 2003 - April 2004
Absinthe Pictures August 2002 - August 2003
Mellon Financial November 2000 - July 2002
Dawn Wilson Art Conservation Services 1993 - 2000
Skills
Series 7, Marketing Communications, Marketing, Integrated Marketing, Email Marketing, Asset Managment, Advertising, Direct Marketing, Project Management, Marketing Strategy, Digital Marketing, Series 63, CIMA® Professional
Education
Indiana University Bloomington
MFA
Indiana University Florence, Italy
MFA
Investment Management Consultants AssociationSM in conjunction with the Wharton School, University of Pennsylvania
Certified Investment Management AnalystSM Designation
The Maryland Institute College of Art
BFA
Capital Group November 2012 - Present
Nuveen Investments January 2011 - November 2012
U.S. Bank/FAF Advisors January 2008 - January 2011
Ameriprise Financial Services, Inc. January 2007 - December 2007
Ameriprise Financial Services, Inc. December 2004 - December 2006
American Express Financial Advisors May 2004 - December 2004
Freelance Graphic Design September 2003 - April 2004
Absinthe Pictures August 2002 - August 2003
Mellon Financial November 2000 - July 2002
Dawn Wilson Art Conservation Services 1993 - 2000
Skills
Series 7, Marketing Communications, Marketing, Integrated Marketing, Email Marketing, Asset Managment, Advertising, Direct Marketing, Project Management, Marketing Strategy, Digital Marketing, Series 63, CIMA® Professional
Education
Indiana University Bloomington
MFA
Indiana University Florence, Italy
MFA
Investment Management Consultants AssociationSM in conjunction with the Wharton School, University of Pennsylvania
Certified Investment Management AnalystSM Designation
The Maryland Institute College of Art
BFA
Cory Shenault, MNCM's Nuveen Investments Experience October 2013 - Present
Job NOC Technician at Nuveen Investments
Industry Information Technology and Services
Experience
Nuveen Investments October 2013 - Present
Advocate Health Care May 2012 - October 2013
William Blair & Company May 2011 - August 2012
Alere August 2007 - May 2009
Banco Popular March 2006 - August 2007
SWF Companies April 2004 - October 2005
Sygnetics December 2003 - April 2004
TechSkills, L.L.C April 2003 - December 2003
DeVry University February 2001 - October 2002
Skills
Active Directory, VPN, Troubleshooting, Technical Support, Windows XP, Cisco Technologies, XP, Network Security, Networking, Computer Hardware, Security, Hardware, Servers, System Deployment, Blackberry Enterprise..., Software Documentation, Visio, Dell Computers, Infrastructure, Software Installation, WSUS, Windows 7, Blackberry, Account Management, System Administration, Disaster Recovery, Windows Server, Laptops, Customer Service, Management, Access, WAN, DNS, IP, Windows, DHCP, Microsoft Certified..., Norton Ghost, HP, CCNA, Information Technology, Cisco Call Manager, LAN-WAN, Citrix, SharePoint, Network Administration, Routers, Switches, Microsoft Exchange, Help Desk Support
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Masters of Science, Network and Communications Mgmt.
DeVry University 1999 — 2002
B.S., Technical Management
Nuveen Investments October 2013 - Present
Advocate Health Care May 2012 - October 2013
William Blair & Company May 2011 - August 2012
Alere August 2007 - May 2009
Banco Popular March 2006 - August 2007
SWF Companies April 2004 - October 2005
Sygnetics December 2003 - April 2004
TechSkills, L.L.C April 2003 - December 2003
DeVry University February 2001 - October 2002
Skills
Active Directory, VPN, Troubleshooting, Technical Support, Windows XP, Cisco Technologies, XP, Network Security, Networking, Computer Hardware, Security, Hardware, Servers, System Deployment, Blackberry Enterprise..., Software Documentation, Visio, Dell Computers, Infrastructure, Software Installation, WSUS, Windows 7, Blackberry, Account Management, System Administration, Disaster Recovery, Windows Server, Laptops, Customer Service, Management, Access, WAN, DNS, IP, Windows, DHCP, Microsoft Certified..., Norton Ghost, HP, CCNA, Information Technology, Cisco Call Manager, LAN-WAN, Citrix, SharePoint, Network Administration, Routers, Switches, Microsoft Exchange, Help Desk Support
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Masters of Science, Network and Communications Mgmt.
DeVry University 1999 — 2002
B.S., Technical Management
Andy Schleef, CFA's Nuveen Investments Experience May 2009 - March 2011
Job Sr. Consultant at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services March 2011 - Present
Nuveen Investments May 2009 - March 2011
Ernst & Young August 2006 - April 2010
Skills
Strategic Financial..., Valuation, SEC filings, Financial Reporting, Financial Analysis
Education
Michigan State University 2001 — 2005
Bachelor's, Accoutning
John Cabot University 2004 — 2004
Northern Trust Hedge Fund Services March 2011 - Present
Nuveen Investments May 2009 - March 2011
Ernst & Young August 2006 - April 2010
Skills
Strategic Financial..., Valuation, SEC filings, Financial Reporting, Financial Analysis
Education
Michigan State University 2001 — 2005
Bachelor's, Accoutning
John Cabot University 2004 — 2004
Geeta Patel's Nuveen Investments Experience December 2010 - February 2011
Job MySQL, MONGODB, Postgresql, SQL Server, SYBASE & DB2 DBA
Industry Capital Markets
Experience
Cognitive Capital, LLC February 2015 - May 2015
Sears Holdings Corporation April 2012 - September 2014
Northern Trust February 2012 - February 2012
Sears Holdings Corporation June 2011 - January 2012
Nuveen Investments December 2010 - February 2011
Northern Trust November 2009 - April 2010
Infinium Capital Management February 2009 - November 2009
Fortis Clearing Americas February 2007 - March 2009
JPMorgan Chase March 2006 - March 2007
Bank of America August 2004 - March 2006
Skills
Microsoft SQL Server, 2008 R2, Replication, Sybase, SQL Tuning, DB2, Database Administration, Data Modeling, MySQL, Disaster Recovery, T-SQL, SSIS, Databases, SQL, ETL, Production Support, Oracle, Data Warehousing, SSRS, Performance Tuning, Troubleshooting, Unix, SharePoint, Unix Shell Scripting, Shell Scripting, Windows Server, SDLC, Database Admin
Education
Marist College 1985 — 1987
M.S., Computer Science
University of Scranton 1977 — 1980
B.S., Computer Science
Cognitive Capital, LLC February 2015 - May 2015
Sears Holdings Corporation April 2012 - September 2014
Northern Trust February 2012 - February 2012
Sears Holdings Corporation June 2011 - January 2012
Nuveen Investments December 2010 - February 2011
Northern Trust November 2009 - April 2010
Infinium Capital Management February 2009 - November 2009
Fortis Clearing Americas February 2007 - March 2009
JPMorgan Chase March 2006 - March 2007
Bank of America August 2004 - March 2006
Skills
Microsoft SQL Server, 2008 R2, Replication, Sybase, SQL Tuning, DB2, Database Administration, Data Modeling, MySQL, Disaster Recovery, T-SQL, SSIS, Databases, SQL, ETL, Production Support, Oracle, Data Warehousing, SSRS, Performance Tuning, Troubleshooting, Unix, SharePoint, Unix Shell Scripting, Shell Scripting, Windows Server, SDLC, Database Admin
Education
Marist College 1985 — 1987
M.S., Computer Science
University of Scranton 1977 — 1980
B.S., Computer Science
Yuan (Yu-Anne) Chen's Nuveen Investments Experience August 2015 - Present
Job AVP, Investment Risk Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2015 - Present
Nuveen Investments March 2013 - Present
Nuveen Investments March 2012 - February 2013
Nuveen Investments October 2009 - February 2012
Nuveen Investments June 2008 - October 2009
Principal Financial Group May 2007 - August 2007
Principal Financial Group May 2006 - August 2006
Skills
Bloomberg, Outlook, Microsoft Excel, Microsoft Word, Portia, Futures, Derivatives, Collateral, EDGAR, Foreign Market..., Collateral Management, Process Improvement, Financial Markets, Investments, Fixed Income, Securities, Mutual Funds, Mandarin, Settlement
Education
Iowa State University 2004 — 2008
BS, Finance and International Business
CIMBA 2007 — 2007
Nuveen Investments August 2015 - Present
Nuveen Investments March 2013 - Present
Nuveen Investments March 2012 - February 2013
Nuveen Investments October 2009 - February 2012
Nuveen Investments June 2008 - October 2009
Principal Financial Group May 2007 - August 2007
Principal Financial Group May 2006 - August 2006
Skills
Bloomberg, Outlook, Microsoft Excel, Microsoft Word, Portia, Futures, Derivatives, Collateral, EDGAR, Foreign Market..., Collateral Management, Process Improvement, Financial Markets, Investments, Fixed Income, Securities, Mutual Funds, Mandarin, Settlement
Education
Iowa State University 2004 — 2008
BS, Finance and International Business
CIMBA 2007 — 2007
Doug Kadison's Nuveen Investments Experience November 2014 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Marketing and Advertising
Experience
Nuveen Investments November 2014 - Present
Invesco March 2013 - November 2014
Groupon May 2011 - March 2013
Groupon October 2009 - May 2011
Lawrence University September 2006 - May 2009
Oppenheimer & Co. June 2008 - September 2008
Skills
Social Media Marketing, Marketing Strategy, Social Media, Sales, Sales Management, Cold Calling, Salesforce.com, Negotiation, Contract Negotiation, Team Leadership, Advertising Sales, Team Management, Problem Solving, Team Building, Leadership, Advertising, Marketing, Start-ups, Social Networking, Selling, Sales Presentations, Lead Generation, Management, Online Advertising, Direct Sales, Online Marketing, Account Management, Sales Process, Sales Operations, Strategic Partnerships, Digital Marketing
Education
Lawrence University
Bachelor of Arts, History
Nuveen Investments November 2014 - Present
Invesco March 2013 - November 2014
Groupon May 2011 - March 2013
Groupon October 2009 - May 2011
Lawrence University September 2006 - May 2009
Oppenheimer & Co. June 2008 - September 2008
Skills
Social Media Marketing, Marketing Strategy, Social Media, Sales, Sales Management, Cold Calling, Salesforce.com, Negotiation, Contract Negotiation, Team Leadership, Advertising Sales, Team Management, Problem Solving, Team Building, Leadership, Advertising, Marketing, Start-ups, Social Networking, Selling, Sales Presentations, Lead Generation, Management, Online Advertising, Direct Sales, Online Marketing, Account Management, Sales Process, Sales Operations, Strategic Partnerships, Digital Marketing
Education
Lawrence University
Bachelor of Arts, History
Ken Roedel, CFP's Nuveen Investments Experience October 1998 - Present
Job Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 1998 - Present
Strong Capital Management October 1996 - October 1998
Skills
Certified Financial..., Mutual Funds, Financial Advisory, Separately Managed..., Series 65, Series 7, Series 63, ETFs, Asset Allocation, Managing Accounts, Investment Advisory, Investment Strategies, Wealth Management, Securities, Retirement Planning, Investment Management, Investments, Asset Managment, Fixed Income
Education
Indiana University - Kelley School of Business 1991 — 1995
Finance
Nuveen Investments October 1998 - Present
Strong Capital Management October 1996 - October 1998
Skills
Certified Financial..., Mutual Funds, Financial Advisory, Separately Managed..., Series 65, Series 7, Series 63, ETFs, Asset Allocation, Managing Accounts, Investment Advisory, Investment Strategies, Wealth Management, Securities, Retirement Planning, Investment Management, Investments, Asset Managment, Fixed Income
Education
Indiana University - Kelley School of Business 1991 — 1995
Finance
Adel Heiba's Nuveen Investments Experience September 2004 - December 2010
Job Principal Analytics at Quantum Reservoir Impact, LLC
Industry Financial Services
Experience
Quantum Reservoir Impact, LLC July 2013 - August 2015
Peridiem Global Investors, LLC April 2011 - June 2013
Nuveen Investments September 2004 - December 2010
Bank of America 2002 - 2004
Misys Banking Systems 1998 - 2002
Simulation Sciences 1993 - 1998
Boeing 1988 - 1992
Chevron 1985 - 1988
Skills
Machine Learning, Analytics, Data Science, Risk Management, Derivatives, Fixed Income, Bloomberg, Operations Research..., Numerical Reservoir...
Education
University of Minnesota-Twin Cities 1979 — 1985
Ph.D., Chemical Engineering
Massachusetts Institute of Technology 1975 — 1979
B.S., Chemical Engineering
Princeton High School 1971 — 1975
Quantum Reservoir Impact, LLC July 2013 - August 2015
Peridiem Global Investors, LLC April 2011 - June 2013
Nuveen Investments September 2004 - December 2010
Bank of America 2002 - 2004
Misys Banking Systems 1998 - 2002
Simulation Sciences 1993 - 1998
Boeing 1988 - 1992
Chevron 1985 - 1988
Skills
Machine Learning, Analytics, Data Science, Risk Management, Derivatives, Fixed Income, Bloomberg, Operations Research..., Numerical Reservoir...
Education
University of Minnesota-Twin Cities 1979 — 1985
Ph.D., Chemical Engineering
Massachusetts Institute of Technology 1975 — 1979
B.S., Chemical Engineering
Princeton High School 1971 — 1975
Jeff Young's Nuveen Investments Experience 2008 - October 2014
Job Account Management at Citadel LLC
Industry Financial Services
Experience
Citadel LLC October 2014 - Present
Nuveen Investments 2008 - October 2014
Accenture 1995 - 2008
Education
Miami University 1991 — 1995
BS, Decision Science & Marketing
Citadel LLC October 2014 - Present
Nuveen Investments 2008 - October 2014
Accenture 1995 - 2008
Education
Miami University 1991 — 1995
BS, Decision Science & Marketing
paul redden's Nuveen Investments Experience January 2008 - Present
Job VP Retirement Plan Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2008 - Present
Nuveen Investment 2008 - Present
Skills
Series 7, Series 63, Series 65, AIF, Series 6, 401k, Mutual Funds
Education
Miami University
Bachelor of Science (B.S.)
Nuveen Investments January 2008 - Present
Nuveen Investment 2008 - Present
Skills
Series 7, Series 63, Series 65, AIF, Series 6, 401k, Mutual Funds
Education
Miami University
Bachelor of Science (B.S.)
Rola Kassabji's Nuveen Investments Experience March 2010 - Present
Job Senior Systems and Business Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2010 - Present
ADP, Inc. January 2005 - December 2009
Computershare June 2003 - December 2004
Compuware Corporation September 1998 - May 2003
Skills
Business Analysis, Visio, DB2, SharePoint, SQL, JCL, PMP, COBOL, CICS, Visual Basic, SDLC, Software Development, IT Strategy, Data Analysis, Process Improvement, Data Warehousing, Software Project..., Quality Assurance, Vendor Management, Project Management, Requirements Analysis, Requirements Gathering
Education
Loyola University of Chicago
Masters, International Business and Information Systems
The Ohio State University
Bachelors, Management Information Systems and Economics
Nuveen Investments March 2010 - Present
ADP, Inc. January 2005 - December 2009
Computershare June 2003 - December 2004
Compuware Corporation September 1998 - May 2003
Skills
Business Analysis, Visio, DB2, SharePoint, SQL, JCL, PMP, COBOL, CICS, Visual Basic, SDLC, Software Development, IT Strategy, Data Analysis, Process Improvement, Data Warehousing, Software Project..., Quality Assurance, Vendor Management, Project Management, Requirements Analysis, Requirements Gathering
Education
Loyola University of Chicago
Masters, International Business and Information Systems
The Ohio State University
Bachelors, Management Information Systems and Economics
Bridget Sieck's Nuveen Investments Experience November 2004 - May 2007
Job Manager, Strategic Planning and Analysis at Sidley Austin LLP
Industry Law Practice
Experience
Sidley Austin LLP July 2013 - Present
Sidley Austin LLP June 2010 - June 2013
Sidley Austin LLP June 2007 - June 2010
Nuveen Investments November 2004 - May 2007
Education
Miami University 2000 — 2004
BS, Business Administration
Sidley Austin LLP July 2013 - Present
Sidley Austin LLP June 2010 - June 2013
Sidley Austin LLP June 2007 - June 2010
Nuveen Investments November 2004 - May 2007
Education
Miami University 2000 — 2004
BS, Business Administration
Chai Hoang's Nuveen Investments Experience June 2012 - August 2012
Job R&D Tax Senior Associate at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP August 2014 - Present
BDO USA, LLP June 2013 - July 2014
Federal Home Loan Bank of New York January 2013 - April 2013
Nuveen Investments June 2012 - August 2012
Clear Point Advisors April 2011 - May 2012
New York State Division of Human Rights June 2010 - August 2010
1 Lacrosse, LLC March 2008 - November 2008
Protiviti, Inc January 2007 - February 2008
Skills
Microsoft Excel, Investments, Finance, Accounting, Internal Controls, Internal Audit, Financial Accounting, Start-ups, Marketing, Credit, Research, Marketing Strategy, Financial Analysis, Financial Modeling, Corporate Finance, Mutual Funds, Loans, Valuation, Credit Analysis, Tax
Education
Hofstra University School of Law 2009 — 2013
JD/MBA, Finance
Northeastern University 2003 — 2006
B.S; dual, Business Administration; Accounting and Finance
BDO USA, LLP August 2014 - Present
BDO USA, LLP June 2013 - July 2014
Federal Home Loan Bank of New York January 2013 - April 2013
Nuveen Investments June 2012 - August 2012
Clear Point Advisors April 2011 - May 2012
New York State Division of Human Rights June 2010 - August 2010
1 Lacrosse, LLC March 2008 - November 2008
Protiviti, Inc January 2007 - February 2008
Skills
Microsoft Excel, Investments, Finance, Accounting, Internal Controls, Internal Audit, Financial Accounting, Start-ups, Marketing, Credit, Research, Marketing Strategy, Financial Analysis, Financial Modeling, Corporate Finance, Mutual Funds, Loans, Valuation, Credit Analysis, Tax
Education
Hofstra University School of Law 2009 — 2013
JD/MBA, Finance
Northeastern University 2003 — 2006
B.S; dual, Business Administration; Accounting and Finance
Nancy Crouse's Nuveen Investments Experience 2010 - 2013
Job SVP Portfolio Manager at Nuveen Investments
Industry Investment Management
Experience
Nuveen Asset Management 2013 - Present
Nuveen Investments 2010 - 2013
Rittenhouse Asset Management/Nuveen Investments 2005 - 2010
Delaware Investments 1993 - 2005
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
Master of Business Administration (M.B.A.), Finance
Lafayette College 1976 — 1980
Bachelor of Arts, International Affairs, Summa cum laude
Nuveen Asset Management 2013 - Present
Nuveen Investments 2010 - 2013
Rittenhouse Asset Management/Nuveen Investments 2005 - 2010
Delaware Investments 1993 - 2005
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
Master of Business Administration (M.B.A.), Finance
Lafayette College 1976 — 1980
Bachelor of Arts, International Affairs, Summa cum laude
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group