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
Nuveen Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Nuveen Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Nuveen Investments Salaries. You can even request information on how much does Nuveen Investments pay if you want to. Learn about salaries, pros and cons of working for Nuveen Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,218 Nuveen Investments employees in database. Find out everything there's to know about Nuveen Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Nuveen Investments Employees
Employee
Years
Job
Industry
Fiona French Fiona French's Nuveen Investments Experience February 2007 - July 2012
Job AVP, Compliance at Oaktree Capital
Industry Financial Services
Experience
Oaktree Capital Management January 2015 - Present
First Pacific Advisors July 2012 - January 2015
Nuveen Investments February 2007 - July 2012
Western Asset Management 2004 - 2007
Smith Barney 2000 - 2002
Skills
Mutual Funds, Securities, Fixed Income, Alternative Investments, Hedge Funds, Investments, Equities, Asset Management, Series 7, Bloomberg, Due Diligence, Asset Allocation, Portfolio Management, Bonds, Investment Management, Derivatives, Capital Markets, FINRA, Financial Analysis, Investment Advisory, Compliance Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
University of California, Irvine 1998 — 2002
BA, Economics
Oaktree Capital Management January 2015 - Present
First Pacific Advisors July 2012 - January 2015
Nuveen Investments February 2007 - July 2012
Western Asset Management 2004 - 2007
Smith Barney 2000 - 2002
Skills
Mutual Funds, Securities, Fixed Income, Alternative Investments, Hedge Funds, Investments, Equities, Asset Management, Series 7, Bloomberg, Due Diligence, Asset Allocation, Portfolio Management, Bonds, Investment Management, Derivatives, Capital Markets, FINRA, Financial Analysis, Investment Advisory, Compliance Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
University of California, Irvine 1998 — 2002
BA, Economics
Anne Kritzmire Anne Kritzmire's Nuveen Investments Experience January 2012 - Present
Job Managing Director, ClosedEnd Funds & Global Structured Products at Nuveen Investments
Industry Investment Management
Experience
Closed-End Fund Association July 2013 - Present
Nuveen Investments January 2012 - Present
Chicago Children's Choir 2007 - 2015
Chicago Children's Choir 2007 - 2015
Nuveen Investments January 2011 - January 2012
Nuveen Investments November 2004 - May 2011
Nuveen Investments April 1999 - November 2004
Abbott Laboratories October 1993 - April 1999
IBM July 1984 - September 1992
Skills
Integrated Marketing, Product Management, Series 7, Marketing Strategy, Strategy, Mutual Funds, Analytics, Securities, Investment Strategies, CRM, Series 63, Asset Allocation, Business Strategy, Investments, Online Advertising, Marketing, Asset Management, Alternative Investments, Due Diligence, Management, Financial Services
Education
Northwestern University - Kellogg School of Management 1993 — 1998
MBA, Finance, Marketing
University of Notre Dame 1980 — 1984
BS, Electrical Engineering
Woodbury High School
Closed-End Fund Association July 2013 - Present
Nuveen Investments January 2012 - Present
Chicago Children's Choir 2007 - 2015
Chicago Children's Choir 2007 - 2015
Nuveen Investments January 2011 - January 2012
Nuveen Investments November 2004 - May 2011
Nuveen Investments April 1999 - November 2004
Abbott Laboratories October 1993 - April 1999
IBM July 1984 - September 1992
Skills
Integrated Marketing, Product Management, Series 7, Marketing Strategy, Strategy, Mutual Funds, Analytics, Securities, Investment Strategies, CRM, Series 63, Asset Allocation, Business Strategy, Investments, Online Advertising, Marketing, Asset Management, Alternative Investments, Due Diligence, Management, Financial Services
Education
Northwestern University - Kellogg School of Management 1993 — 1998
MBA, Finance, Marketing
University of Notre Dame 1980 — 1984
BS, Electrical Engineering
Woodbury High School
Mark Cederberg Mark Cederberg's Nuveen Investments Experience 1995 - 1997
Job Financial Risk Management Professional
Industry Banking
Experience
Discover Financial Services January 2015 - Present
Discover Financial Services June 2013 - December 2014
Discover Financial Services February 2012 - June 2013
BMO Financial Group July 2011 - February 2012
BMO Financial Group December 2009 - July 2011
North Park University January 2010 - March 2010
Builders Bank December 2004 - December 2009
Fifth Third Bank December 2001 - December 2004
PwC July 1997 - January 2001
Nuveen Investments 1995 - 1997
Skills
Change Management, Leadership, Governance, Policy, Sarbanes-Oxley, Financial Risk, Basel II, Financial Services, Enterprise Risk..., Analysis, Finance, Managerial Finance, CPA, Sarbanes-Oxley Act, Cash Management, Operational Risk, Asset Management, Strategic Planning, Budgets, Teaching, Internal Audit, AML, Executive Management, Management, Financial Analysis
Education
North Park University 1989 — 1993
B.A., Accounting
Discover Financial Services January 2015 - Present
Discover Financial Services June 2013 - December 2014
Discover Financial Services February 2012 - June 2013
BMO Financial Group July 2011 - February 2012
BMO Financial Group December 2009 - July 2011
North Park University January 2010 - March 2010
Builders Bank December 2004 - December 2009
Fifth Third Bank December 2001 - December 2004
PwC July 1997 - January 2001
Nuveen Investments 1995 - 1997
Skills
Change Management, Leadership, Governance, Policy, Sarbanes-Oxley, Financial Risk, Basel II, Financial Services, Enterprise Risk..., Analysis, Finance, Managerial Finance, CPA, Sarbanes-Oxley Act, Cash Management, Operational Risk, Asset Management, Strategic Planning, Budgets, Teaching, Internal Audit, AML, Executive Management, Management, Financial Analysis
Education
North Park University 1989 — 1993
B.A., Accounting
Claire Maurello Claire Maurello's Nuveen Investments Experience August 1998 - May 2001
Job HR Administrator at Northwestern University
Industry Higher Education
Experience
Northwestern University November 2006 - Present
Massachusetts General Hospital May 2001 - May 2005
Nuveen Investments August 1998 - May 2001
Skills
Recruiting, Organizational..., Human Resources, Leadership Development, PeopleSoft, Onboarding, Event Planning, Data Analysis, Public Speaking, Management, Training, Employee Relations, Resume Writing, Policy, Staff Development, Talent Management, Career Development, Career Counseling, HRIS, Employee Training, Workshop Facilitation, Performance Management, Organizational..., Succession Planning
Education
Northwestern University 2007 — 2011
Leadership and Organizational Behavior
Northwestern University School of Education and Social Policy
MSED, Learning & Organizational Change
Northwestern University November 2006 - Present
Massachusetts General Hospital May 2001 - May 2005
Nuveen Investments August 1998 - May 2001
Skills
Recruiting, Organizational..., Human Resources, Leadership Development, PeopleSoft, Onboarding, Event Planning, Data Analysis, Public Speaking, Management, Training, Employee Relations, Resume Writing, Policy, Staff Development, Talent Management, Career Development, Career Counseling, HRIS, Employee Training, Workshop Facilitation, Performance Management, Organizational..., Succession Planning
Education
Northwestern University 2007 — 2011
Leadership and Organizational Behavior
Northwestern University School of Education and Social Policy
MSED, Learning & Organizational Change
Pam Booden's Nuveen Investments Experience October 2011 - Present
Job Experienced Office Manager, Diversity Specialist & Project Manager
Industry Financial Services
Experience
Nuveen Investments October 2011 - Present
McCain Foods USA January 2010 - October 2011
Merisant August 2005 - October 2009
The Spiegel Group 2002 - 2005
Ray & Berndtson 1997 - 2002
Skills
Strategic Planning, Leadership, Management, Human Resources, Cross-functional Team..., Process Improvement, Performance Management, Change Management, Organizational..., Business Strategy, Employee Relations, Team Building, Talent Management, Marketing, Strategy, Recruiting, Leadership Development, Financial Analysis, Project Management, Management Consulting, Marketing Strategy, Coaching, Budgets, Mergers & Acquisitions, Business Development, Analysis, Training, Market Research, Forecasting, Vendor Management, Talent Acquisition, Program Management, Team Leadership, Business Analysis, Contract Negotiation, Sourcing, New Business Development, Competitive Analysis, Project Planning, Risk Management, Business Process..., Operations Management, Team Management
Education
Murray State University 1976 — 1978
Nuveen Investments October 2011 - Present
McCain Foods USA January 2010 - October 2011
Merisant August 2005 - October 2009
The Spiegel Group 2002 - 2005
Ray & Berndtson 1997 - 2002
Skills
Strategic Planning, Leadership, Management, Human Resources, Cross-functional Team..., Process Improvement, Performance Management, Change Management, Organizational..., Business Strategy, Employee Relations, Team Building, Talent Management, Marketing, Strategy, Recruiting, Leadership Development, Financial Analysis, Project Management, Management Consulting, Marketing Strategy, Coaching, Budgets, Mergers & Acquisitions, Business Development, Analysis, Training, Market Research, Forecasting, Vendor Management, Talent Acquisition, Program Management, Team Leadership, Business Analysis, Contract Negotiation, Sourcing, New Business Development, Competitive Analysis, Project Planning, Risk Management, Business Process..., Operations Management, Team Management
Education
Murray State University 1976 — 1978
Chris Ferraro Chris Ferraro's Nuveen Investments Experience March 2010 - May 2010
Job Infrastructure Team Lead, Research at Hedge Fund
Industry Information Technology and Services
Experience
Hedge Fund May 2014 - Present
Microsoft July 2012 - December 2013
Tribune Company August 2010 - July 2012
Nuveen Investments March 2010 - May 2010
IMC Financial Markets July 2008 - November 2009
Ronin Capital, LLC August 2005 - March 2008
Azavar Technologies September 2004 - April 2005
Apex Adventure Alliance 2003 - 2005
Hubbard One September 1999 - June 2004
Skills
Virtualization, VMware, Active Directory, Data Center, Microsoft Exchange, Linux, Windows, Enterprise Architecture, Windows Server, High Availability, SQL, DNS, System Center, Powershell, SAN, Firewalls, Microsoft SQL Server, Cloud Computing, Microsoft Technologies, Security, Cluster, Storage Area Networks, Hyper-V, System Administration, Servers, Storage, Unix, SharePoint, SDLC, VMware ESX, NetApp, VBScript, Infrastructure, Disaster Recovery, Integration, System Deployment, SCOM, Netscaler, Load Balancing
Education
Northwestern University 1996 — 1999
Bachelor of Science, Biomedical Engineering
Hedge Fund May 2014 - Present
Microsoft July 2012 - December 2013
Tribune Company August 2010 - July 2012
Nuveen Investments March 2010 - May 2010
IMC Financial Markets July 2008 - November 2009
Ronin Capital, LLC August 2005 - March 2008
Azavar Technologies September 2004 - April 2005
Apex Adventure Alliance 2003 - 2005
Hubbard One September 1999 - June 2004
Skills
Virtualization, VMware, Active Directory, Data Center, Microsoft Exchange, Linux, Windows, Enterprise Architecture, Windows Server, High Availability, SQL, DNS, System Center, Powershell, SAN, Firewalls, Microsoft SQL Server, Cloud Computing, Microsoft Technologies, Security, Cluster, Storage Area Networks, Hyper-V, System Administration, Servers, Storage, Unix, SharePoint, SDLC, VMware ESX, NetApp, VBScript, Infrastructure, Disaster Recovery, Integration, System Deployment, SCOM, Netscaler, Load Balancing
Education
Northwestern University 1996 — 1999
Bachelor of Science, Biomedical Engineering
Edgar Gonzalez Edgar Gonzalez's Nuveen Investments Experience June 2015 - Present
Job Vice President at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments June 2015 - Present
Goldman Sachs December 2011 - May 2015
Goldman Sachs July 2008 - December 2011
Goldman Sachs June 2007 - August 2007
Wells Fargo Securities, LLC July 2004 - June 2006
Merrill Lynch July 2002 - June 2004
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Fixed Income, Corporate Finance, Emerging Markets, Due Diligence, LBO, Corporate Development, Mergers & Acquisitions, Derivatives, Financial Analysis, Equity Valuation, M&A experience, Equities
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Financial Accounting, Strategic Management, Finance
Princeton University 1998 — 2002
AB, Politics
Nuveen Investments June 2015 - Present
Goldman Sachs December 2011 - May 2015
Goldman Sachs July 2008 - December 2011
Goldman Sachs June 2007 - August 2007
Wells Fargo Securities, LLC July 2004 - June 2006
Merrill Lynch July 2002 - June 2004
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Fixed Income, Corporate Finance, Emerging Markets, Due Diligence, LBO, Corporate Development, Mergers & Acquisitions, Derivatives, Financial Analysis, Equity Valuation, M&A experience, Equities
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Financial Accounting, Strategic Management, Finance
Princeton University 1998 — 2002
AB, Politics
Daniel Skowronski Daniel Skowronski's Nuveen Investments Experience May 2006 - August 2006
Job MBA Candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
Sterling Partners June 2015 - August 2015
Swander Pace Capital August 2012 - July 2014
William Blair & Company December 2009 - June 2012
Houlihan Lokey July 2008 - December 2009
Credit Suisse June 2007 - August 2007
Nuveen Investments May 2006 - August 2006
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance/Philosophy
University of St. Andrews 2006 — 2006
Study Abroad
Sterling Partners June 2015 - August 2015
Swander Pace Capital August 2012 - July 2014
William Blair & Company December 2009 - June 2012
Houlihan Lokey July 2008 - December 2009
Credit Suisse June 2007 - August 2007
Nuveen Investments May 2006 - August 2006
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance/Philosophy
University of St. Andrews 2006 — 2006
Study Abroad
John V. Hackett, CFA John V. Hackett, CFA's Nuveen Investments Experience May 2006 - March 2011
Job Principal at The Townsend Group
Industry Investment Management
Experience
The Townsend Group August 2013 - Present
Calamos Investments February 2011 - February 2013
Nuveen Investments May 2006 - March 2011
Merrill Lynch February 2005 - March 2006
Strong Capital Management August 2001 - November 2004
Web Street February 1999 - March 2001
Aztec Technology Partners January 1998 - March 1999
Ardis Company (A Motorola Company) November 1992 - December 1997
Andersen Consulting June 1987 - November 1992
Skills
Leadership, Strategy Development, Product Management, Marketing, Asset Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 1989 — 1991
M.B.A., Finance and Policy Studies
Purdue University 1983 — 1987
B.S., Mathematics
Purdue University - Krannert School of Management 1983 — 1987
B.S.I.M., Industrial Management
Benet Academy
The Townsend Group August 2013 - Present
Calamos Investments February 2011 - February 2013
Nuveen Investments May 2006 - March 2011
Merrill Lynch February 2005 - March 2006
Strong Capital Management August 2001 - November 2004
Web Street February 1999 - March 2001
Aztec Technology Partners January 1998 - March 1999
Ardis Company (A Motorola Company) November 1992 - December 1997
Andersen Consulting June 1987 - November 1992
Skills
Leadership, Strategy Development, Product Management, Marketing, Asset Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 1989 — 1991
M.B.A., Finance and Policy Studies
Purdue University 1983 — 1987
B.S., Mathematics
Purdue University - Krannert School of Management 1983 — 1987
B.S.I.M., Industrial Management
Benet Academy
Mark A. Witkowski Mark A. Witkowski's Nuveen Investments Experience 2011 - 2013
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Champion Logistics Group 2013 - January 2015
Nuveen Investments 2011 - 2013
Gantec Corporation 1998 - 2013
Sears Holdings Corporation 1991 - 1993
Rank Video and Retail Services 1990 - 1991
Accenture 1985 - 1990
Skills
SDLC, Business Analysis, Requirements Analysis, Microsoft SQL Server, SQL, Business Intelligence, Agile Methodologies, Data Warehousing, Oracle, Visio, Software Project..., Requirements Gathering, Software Development, .NET, C#, SOA, Web Services, Databases, ETL
Education
Loyola University of Chicago - Graduate School of Business
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Economics
Champion Logistics Group 2013 - January 2015
Nuveen Investments 2011 - 2013
Gantec Corporation 1998 - 2013
Sears Holdings Corporation 1991 - 1993
Rank Video and Retail Services 1990 - 1991
Accenture 1985 - 1990
Skills
SDLC, Business Analysis, Requirements Analysis, Microsoft SQL Server, SQL, Business Intelligence, Agile Methodologies, Data Warehousing, Oracle, Visio, Software Project..., Requirements Gathering, Software Development, .NET, C#, SOA, Web Services, Databases, ETL
Education
Loyola University of Chicago - Graduate School of Business
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Economics
Courtney Nosal Courtney Nosal's Nuveen Investments Experience July 2013 - Present
Job Assistant Vice President at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments July 2013 - Present
Nuveen Investments March 2012 - July 2013
Federal Reserve Bank of Atlanta January 2009 - September 2010
Federal Reserve Bank of Atlanta January 2008 - January 2009
The Federal Reserve Bank of Cleveland April 2006 - September 2006
Skills
Data Analysis, Research, Policy Analysis, Economics, Stata, Wealth Management, Morningstar Direct, Haver, Bloomberg, Public Speaking, Market Research, Surveying, Economic Research, Financial Modeling
Education
Queen's University 2003 — 2007
BAH, Economics
Nuveen Investments July 2013 - Present
Nuveen Investments March 2012 - July 2013
Federal Reserve Bank of Atlanta January 2009 - September 2010
Federal Reserve Bank of Atlanta January 2008 - January 2009
The Federal Reserve Bank of Cleveland April 2006 - September 2006
Skills
Data Analysis, Research, Policy Analysis, Economics, Stata, Wealth Management, Morningstar Direct, Haver, Bloomberg, Public Speaking, Market Research, Surveying, Economic Research, Financial Modeling
Education
Queen's University 2003 — 2007
BAH, Economics
Roger Chang Roger Chang's Nuveen Investments Experience June 2006 - August 2006
Job Momentum Worldwide | Kellogg School of Management
Industry Marketing and Advertising
Experience
Momentum Worldwide July 2015 - Present
Leo Burnett March 2013 - June 2015
NM Incite November 2012 - February 2013
NM Incite July 2010 - October 2012
Allstate January 2009 - June 2010
Allstate July 2007 - December 2009
Nike October 2006 - May 2007
Nuveen Investments June 2006 - August 2006
Skills
Social Media, Quantitative Analytics, Marketing, Analytics, Competitive Analysis, Facebook, Social Networking, Analysis, Data Analysis, Project Planning, Marketing Research, Market Research, Leadership, Customer Insight, Segmentation, Strategy, Advertising, Digital Marketing, Marketing Strategy, Social Media Marketing
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Northwestern University 2003 — 2007
B.S., Industrial Engineering
Pinewood High School
Momentum Worldwide July 2015 - Present
Leo Burnett March 2013 - June 2015
NM Incite November 2012 - February 2013
NM Incite July 2010 - October 2012
Allstate January 2009 - June 2010
Allstate July 2007 - December 2009
Nike October 2006 - May 2007
Nuveen Investments June 2006 - August 2006
Skills
Social Media, Quantitative Analytics, Marketing, Analytics, Competitive Analysis, Facebook, Social Networking, Analysis, Data Analysis, Project Planning, Marketing Research, Market Research, Leadership, Customer Insight, Segmentation, Strategy, Advertising, Digital Marketing, Marketing Strategy, Social Media Marketing
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Northwestern University 2003 — 2007
B.S., Industrial Engineering
Pinewood High School
Mary Gignilliat's Nuveen Investments Experience April 1989 - May 1991
Job Owner, Gardens that Grow, LLC
Industry Design
Experience
Gardens that Grow, LLC March 2008 - Present
Gethsemane Garden Center April 2006 - July 2012
Mary's Mess Management, LLC January 2000 - March 2006
The Container Store June 2002 - September 2003
Carat USA April 1998 - August 1999
Starcom MediaVest Group (Formerly Leo Burnett USA) August 1994 - April 1998
Starcom Media Vest Group (Formerly Leo Burnett USA) October 1991 - July 1994
Nuveen Investments April 1989 - May 1991
Erik Kent May 1985 - March 1989
Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, QuickBooks, Negotiation, Public Speaking, Writing, Proposal Writing, Perennials
Education
Northwestern University 1984 — 1988
Bachelor of Arts (B.A.), European History, 3.7
The School of the Chicago Botanic Garden
Gardens that Grow, LLC March 2008 - Present
Gethsemane Garden Center April 2006 - July 2012
Mary's Mess Management, LLC January 2000 - March 2006
The Container Store June 2002 - September 2003
Carat USA April 1998 - August 1999
Starcom MediaVest Group (Formerly Leo Burnett USA) August 1994 - April 1998
Starcom Media Vest Group (Formerly Leo Burnett USA) October 1991 - July 1994
Nuveen Investments April 1989 - May 1991
Erik Kent May 1985 - March 1989
Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, QuickBooks, Negotiation, Public Speaking, Writing, Proposal Writing, Perennials
Education
Northwestern University 1984 — 1988
Bachelor of Arts (B.A.), European History, 3.7
The School of the Chicago Botanic Garden
Colby Coppage's Nuveen Investments Experience May 2012 - July 2014
Job Financial Services Compliance
Industry Financial Services
Experience
Nuveen Investments May 2012 - July 2014
State Street June 2006 - March 2011
Fidelity Investments December 2004 - June 2006
Fidelity Investments October 2003 - December 2004
Fidelity Investments October 2002 - October 2003
Fidelity Investments May 2001 - October 2002
Fidelity Investments February 2000 - May 2001
Bowne July 1997 - February 2000
Skills
FINRA, Marketing Communications, Series 7, Series 24, Investments, Project Management, Process Improvement, Business Workflows, Investment Advisor..., GIPS Compliance, Financial Services, Securities, Mutual Funds, UCITS, Institutional..., ETFs, Hedge Funds, Compliance Audits, Regulatory Liaison, Regulatory Research, Regulatory Filings, Equities, Fixed Income, Team Leadership, Training & Development, Performance Metrics, Client Services, Business Relationship..., Negotiation, Interpersonal Skills, Management
Education
Mississippi State University 1992 — 1996
Bachelors of Business Administration, Marketing
Nuveen Investments May 2012 - July 2014
State Street June 2006 - March 2011
Fidelity Investments December 2004 - June 2006
Fidelity Investments October 2003 - December 2004
Fidelity Investments October 2002 - October 2003
Fidelity Investments May 2001 - October 2002
Fidelity Investments February 2000 - May 2001
Bowne July 1997 - February 2000
Skills
FINRA, Marketing Communications, Series 7, Series 24, Investments, Project Management, Process Improvement, Business Workflows, Investment Advisor..., GIPS Compliance, Financial Services, Securities, Mutual Funds, UCITS, Institutional..., ETFs, Hedge Funds, Compliance Audits, Regulatory Liaison, Regulatory Research, Regulatory Filings, Equities, Fixed Income, Team Leadership, Training & Development, Performance Metrics, Client Services, Business Relationship..., Negotiation, Interpersonal Skills, Management
Education
Mississippi State University 1992 — 1996
Bachelors of Business Administration, Marketing
Keven Chin Keven Chin's Nuveen Investments Experience September 2013 - November 2013
Job Attorney (Consultant) at Sterling Partners
Industry Law Practice
Experience
Sterling Partners June 2014 - Present
Sterling Partners September 2013 - Present
Nuveen Investments September 2013 - November 2013
State of Illinois May 2013 - August 2013
LearnLeo May 2012 - August 2012
Northwestern University School of Law May 2012 - August 2012
(Self-employed) December 2010 - June 2011
American Red Cross November 2009 - November 2010
Legal Aid of NorthWest Texas March 2009 - October 2009
Education
Northwestern University School of Law 2011 — 2014
Juris Doctor (J.D.), Certificate: Business Enterprise Concentration
Northwestern University - Kellogg School of Management 2012 — 2014
Texas A&M University 2003 — 2008
Bachelor of Arts (Honors), Maritime Studies, 3.52
Sterling Partners June 2014 - Present
Sterling Partners September 2013 - Present
Nuveen Investments September 2013 - November 2013
State of Illinois May 2013 - August 2013
LearnLeo May 2012 - August 2012
Northwestern University School of Law May 2012 - August 2012
(Self-employed) December 2010 - June 2011
American Red Cross November 2009 - November 2010
Legal Aid of NorthWest Texas March 2009 - October 2009
Education
Northwestern University School of Law 2011 — 2014
Juris Doctor (J.D.), Certificate: Business Enterprise Concentration
Northwestern University - Kellogg School of Management 2012 — 2014
Texas A&M University 2003 — 2008
Bachelor of Arts (Honors), Maritime Studies, 3.52
Vince Pellegrini Vince Pellegrini's Nuveen Investments Experience March 2000 - February 2007
Job Technologist/CMO with deep wealth management knowledge and a 20year track record amplifying innovation, brands and AUM
Industry Financial Services
Experience
Vestmark July 2015 - Present
Advanced Objects February 2010 - January 2015
Calamos Investments February 2007 - February 2010
Nuveen Investments March 2000 - February 2007
Skills
Business Technology..., Business Growth..., Distribution Strategies, Marketing Strategy, Investment Management, Asset Management, Analytics, CRM, Segmentation, Integrated Marketing, Marketing, Sales, Mutual Funds, ETFs, CEFs, Separately Managed..., Agile Application..., User Interface, Asset Managment, Strategy, Investments, Email Marketing, Competitive Analysis, Marketing Communications, Relationship Management, Series 7, Series 63
Education
University of Notre Dame 1986 — 1990
BBA, Marketing
Northwestern University 1990 — 1991
MSA, Advertising/Integrated Marketing
Vestmark July 2015 - Present
Advanced Objects February 2010 - January 2015
Calamos Investments February 2007 - February 2010
Nuveen Investments March 2000 - February 2007
Skills
Business Technology..., Business Growth..., Distribution Strategies, Marketing Strategy, Investment Management, Asset Management, Analytics, CRM, Segmentation, Integrated Marketing, Marketing, Sales, Mutual Funds, ETFs, CEFs, Separately Managed..., Agile Application..., User Interface, Asset Managment, Strategy, Investments, Email Marketing, Competitive Analysis, Marketing Communications, Relationship Management, Series 7, Series 63
Education
University of Notre Dame 1986 — 1990
BBA, Marketing
Northwestern University 1990 — 1991
MSA, Advertising/Integrated Marketing
Susan Fisher Susan Fisher's Nuveen Investments Experience 2000 - 2002
Job Director, Global Communications, Motorparts at FederalMogul Holdings Corporation
Industry Automotive
Experience
Federal-Mogul Holdings Corporation April 2015 - Present
CF Industries May 2011 - March 2015
Modine Manufacturing Company October 2007 - September 2010
IDEX Corporation 2007 - 2007
IDEX Corporation 2003 - 2007
Wallace Computer Services 2002 - 2003
Nuveen Investments 2000 - 2002
Alternative Resources Corporation 1995 - 2000
Golin Harris 1994 - 1995
St. Paul Bancorp, Inc. 1987 - 1994
Skills
Corporate Communications, Strategic Communications, Investor Relations, Crisis Communications, Media Relations, Press Releases, Internal Communications, Strategy, Integrated Marketing, Leadership, Marketing Communications, Public Relations, Cross-functional Team..., Management, Marketing, Business Strategy, Strategic Planning, Project Management, Annual Reports, Messaging, Budgets, Marketing Strategy, Speech Writing, Communication Training, Market Research, Competitive Analysis, Newsletters, Mergers & Acquisitions, Editing, Journalism, Social Networking, Social Media, Event Management, Projrect Management, Public Affairs, Sustainability
Education
Northwestern University - Kellogg School of Management 1988 — 1993
Master of Business Administration (M.B.A.), Marketing and Management
Northwestern University
Bachelor's Degree, Journalism
Lafayette Jefferson High School
High School, College Preparatory
Federal-Mogul Holdings Corporation April 2015 - Present
CF Industries May 2011 - March 2015
Modine Manufacturing Company October 2007 - September 2010
IDEX Corporation 2007 - 2007
IDEX Corporation 2003 - 2007
Wallace Computer Services 2002 - 2003
Nuveen Investments 2000 - 2002
Alternative Resources Corporation 1995 - 2000
Golin Harris 1994 - 1995
St. Paul Bancorp, Inc. 1987 - 1994
Skills
Corporate Communications, Strategic Communications, Investor Relations, Crisis Communications, Media Relations, Press Releases, Internal Communications, Strategy, Integrated Marketing, Leadership, Marketing Communications, Public Relations, Cross-functional Team..., Management, Marketing, Business Strategy, Strategic Planning, Project Management, Annual Reports, Messaging, Budgets, Marketing Strategy, Speech Writing, Communication Training, Market Research, Competitive Analysis, Newsletters, Mergers & Acquisitions, Editing, Journalism, Social Networking, Social Media, Event Management, Projrect Management, Public Affairs, Sustainability
Education
Northwestern University - Kellogg School of Management 1988 — 1993
Master of Business Administration (M.B.A.), Marketing and Management
Northwestern University
Bachelor's Degree, Journalism
Lafayette Jefferson High School
High School, College Preparatory
Brenda Wesley Brenda Wesley's Nuveen Investments Experience February 2013 - November 2013
Job Executive Assistant at The Paulson Institute
Industry Financial Services
Experience
The Paulson Institute February 2014 - Present
Nuveen Investments February 2013 - November 2013
Managers Investment Group April 2008 - August 2012
Morgan Stanley 2004 - 2008
Morgan Stanley 1998 - 2004
Morgan Stanley 1996 - 1998
Skills
Strong interpersonal..., Adaptable and..., Honest, loyal and..., Ability to maintain..., Strong organizational..., Proactive self-starter, Successfully manages..., Proficient in MicroSoft..., Administrative..., Securities, Outlook, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Investment Strategies, Building Relationships, Equities, Sales, Onboarding, Microsoft Excel
Education
Prairie State College 1975 — 1977
Associates of Arts, Journalism
Homewood Flossmoor HS 1971 — 1975
HS Diploma
The Paulson Institute February 2014 - Present
Nuveen Investments February 2013 - November 2013
Managers Investment Group April 2008 - August 2012
Morgan Stanley 2004 - 2008
Morgan Stanley 1998 - 2004
Morgan Stanley 1996 - 1998
Skills
Strong interpersonal..., Adaptable and..., Honest, loyal and..., Ability to maintain..., Strong organizational..., Proactive self-starter, Successfully manages..., Proficient in MicroSoft..., Administrative..., Securities, Outlook, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Investment Strategies, Building Relationships, Equities, Sales, Onboarding, Microsoft Excel
Education
Prairie State College 1975 — 1977
Associates of Arts, Journalism
Homewood Flossmoor HS 1971 — 1975
HS Diploma
Jeremy Gajkowski, CFP® Jeremy Gajkowski, CFP®'s Nuveen Investments Experience 1998 - 2001
Job Vice President, Portfolio Management at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. June 2003 - Present
Valley Forge Asset Management 2001 - 2003
Nuveen Investments 1998 - 2001
Skills
Certified Financial..., Investments, Investment Strategies, Hedge Funds
Education
Penn State University 1994 — 1998
Bachelor of Arts (BA), Psychology
Penncrest High School 1990 — 1994
Hirtle, Callaghan & Co. June 2003 - Present
Valley Forge Asset Management 2001 - 2003
Nuveen Investments 1998 - 2001
Skills
Certified Financial..., Investments, Investment Strategies, Hedge Funds
Education
Penn State University 1994 — 1998
Bachelor of Arts (BA), Psychology
Penncrest High School 1990 — 1994
Michael Fournier Michael Fournier's Nuveen Investments Experience November 2007 - December 2008
Job Global Director IT Spend Management at DTZ
Industry Management Consulting
Experience
DTZ June 2015 - Present
Supply Chain Management / Legal & Contract Management January 2012 - Present
National Express June 2010 - September 2011
Corporate Vending Solutions December 2008 - June 2010
Nuveen Investments November 2007 - December 2008
University of Oxford / University of London / London School of Economics June 2006 - October 2007
CashForMyBooks.com June 2003 - July 2005
Skills
Strategic Sourcing, Vendor Management, Procurement, Supply Chain Management, Business Strategy, Information Technology, Economics, Contract Management, Sourcing, Change Management, Process Improvement, Management Consulting, Management, Strategy, Analysis, Forecasting
Education
University of Oxford 2005 — 2008
B.S
Northern Illinois University 2001 — 2005
B.S.
DTZ June 2015 - Present
Supply Chain Management / Legal & Contract Management January 2012 - Present
National Express June 2010 - September 2011
Corporate Vending Solutions December 2008 - June 2010
Nuveen Investments November 2007 - December 2008
University of Oxford / University of London / London School of Economics June 2006 - October 2007
CashForMyBooks.com June 2003 - July 2005
Skills
Strategic Sourcing, Vendor Management, Procurement, Supply Chain Management, Business Strategy, Information Technology, Economics, Contract Management, Sourcing, Change Management, Process Improvement, Management Consulting, Management, Strategy, Analysis, Forecasting
Education
University of Oxford 2005 — 2008
B.S
Northern Illinois University 2001 — 2005
B.S.
Brian Miller, CIMA Brian Miller, CIMA's Nuveen Investments Experience March 2007 - October 2010
Job Vice President, Client Advisor at J.P.Morgan Asset Management
Industry Financial Services
Experience
J.P.Morgan Asset Management October 2010 - Present
Nuveen Investments March 2007 - October 2010
Merrill Lynch February 2005 - March 2007
Education
Michigan State University 1989 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
J.P.Morgan Asset Management October 2010 - Present
Nuveen Investments March 2007 - October 2010
Merrill Lynch February 2005 - March 2007
Education
Michigan State University 1989 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
Aaron Reed Aaron Reed's Nuveen Investments Experience 2002 - 2006
Job Director of Institutional Sales North America at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick Investment Management 2006 - Present
Nuveen Investments 2002 - 2006
MFS Investment Management 1998 - 2002
Nicholas Applegate 1995 - 1998
Scudder Investments 1991 - 1995
Skills
Finance, Investments, Portfolio Management, Separately Managed..., Mutual Funds, Equity Research, Hedge Funds, Alternative Investments, Asset Allocation, Investment Management, Equities, Series 7
Education
Oklahoma City University 1988 — 1991
BS, Economics, Finance
Broken Arrow High School 1983 — 1987
Kayne Anderson Rudnick Investment Management 2006 - Present
Nuveen Investments 2002 - 2006
MFS Investment Management 1998 - 2002
Nicholas Applegate 1995 - 1998
Scudder Investments 1991 - 1995
Skills
Finance, Investments, Portfolio Management, Separately Managed..., Mutual Funds, Equity Research, Hedge Funds, Alternative Investments, Asset Allocation, Investment Management, Equities, Series 7
Education
Oklahoma City University 1988 — 1991
BS, Economics, Finance
Broken Arrow High School 1983 — 1987
Crystal Mercer Crystal Mercer's Nuveen Investments Experience September 2015 - Present
Job Portfolio Accounting Specialist at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2015 - Present
Hartford Funds January 2006 - Present
The Hartford April 2001 - December 2005
Fortis Investments October 1996 - March 2001
Skills
Financial Analysis, Microsoft Excel, Investments, Mutual Funds, Process Improvement, Corporate Actions, Auditing, Financial Reporting, Risk Management, Business Analysis, Accounting, Internal Controls, Finance, Teamwork, Bloomberg, Lotus Notes, SunGard, Microsoft Outlook, 10 Key, Problem Solving, Financial Services
Education
Minneapolis Business College 1995 — 1996
Accounting
Nuveen Investments September 2015 - Present
Hartford Funds January 2006 - Present
The Hartford April 2001 - December 2005
Fortis Investments October 1996 - March 2001
Skills
Financial Analysis, Microsoft Excel, Investments, Mutual Funds, Process Improvement, Corporate Actions, Auditing, Financial Reporting, Risk Management, Business Analysis, Accounting, Internal Controls, Finance, Teamwork, Bloomberg, Lotus Notes, SunGard, Microsoft Outlook, 10 Key, Problem Solving, Financial Services
Education
Minneapolis Business College 1995 — 1996
Accounting
Margaret Stafford Margaret Stafford's Nuveen Investments Experience June 2014 - August 2014
Job Student at the University of Michigan
Industry Higher Education
Experience
University of Michigan College Connections December 2014 - Present
Coldwell Banker Weir Manuel May 2014 - Present
University of Michigan September 2012 - Present
Delta Gamma January 2013 - Present
Nuveen Investments June 2014 - August 2014
Phi Chi Theta Business Fraternity May 2013 - December 2013
Junior Panhellenic December 2012 - December 2013
Nuveen Investments June 2013 - August 2013
Skills
Microsoft Word, Microsoft CRM, Microsoft Excel, PowerPoint
Education
University of Michigan 2012 — 2016
Bachelor's Degree, International Studies-Political & Economic Development and Spanish Dual Major, Junior
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2015 — 2015
International Relations and Affairs
University of Michigan College Connections December 2014 - Present
Coldwell Banker Weir Manuel May 2014 - Present
University of Michigan September 2012 - Present
Delta Gamma January 2013 - Present
Nuveen Investments June 2014 - August 2014
Phi Chi Theta Business Fraternity May 2013 - December 2013
Junior Panhellenic December 2012 - December 2013
Nuveen Investments June 2013 - August 2013
Skills
Microsoft Word, Microsoft CRM, Microsoft Excel, PowerPoint
Education
University of Michigan 2012 — 2016
Bachelor's Degree, International Studies-Political & Economic Development and Spanish Dual Major, Junior
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2015 — 2015
International Relations and Affairs
Dyan Goodwin Dyan Goodwin's Nuveen Investments Experience 1991 - 1992
Job Managing Director at US Trust/Bank of America Private Wealth Management
Industry Financial Services
Experience
US Trust / Bank of America Private Wealth Management February 2002 - Present
Fidelity Investments 2000 - 2002
Optima Group 1998 - 1999
Fidelity Investments 1992 - 1997
Nuveen Investments 1991 - 1992
MFS Investment Management 1982 - 1991
Skills
Wealth Management, Strategic Financial..., Private Banking &..., Life Insurance, Structured Credit, Real Estate & Mortgage..., Aviation & Marine..., Credit, Investment Advisory, Estate Planning, Asset Allocation, Financial Services, Investment Management, Investments, Finance, Mutual Funds, Banking, High Net Worth..., Series 7, Loans, Asset Management, Alternative Investments, Wealth Management..., Series 63, Fixed Income, Investment Strategies, Private Banking, Relationship Management, Series 24, Series 65, Mortgage Lending, Financial Planning
Education
New England College 1978 — 1982
BA
US Trust / Bank of America Private Wealth Management February 2002 - Present
Fidelity Investments 2000 - 2002
Optima Group 1998 - 1999
Fidelity Investments 1992 - 1997
Nuveen Investments 1991 - 1992
MFS Investment Management 1982 - 1991
Skills
Wealth Management, Strategic Financial..., Private Banking &..., Life Insurance, Structured Credit, Real Estate & Mortgage..., Aviation & Marine..., Credit, Investment Advisory, Estate Planning, Asset Allocation, Financial Services, Investment Management, Investments, Finance, Mutual Funds, Banking, High Net Worth..., Series 7, Loans, Asset Management, Alternative Investments, Wealth Management..., Series 63, Fixed Income, Investment Strategies, Private Banking, Relationship Management, Series 24, Series 65, Mortgage Lending, Financial Planning
Education
New England College 1978 — 1982
BA
Kristen Goodman's Nuveen Investments Experience March 2011 - November 2013
Job Vice President at Nuveen Asset Management
Industry Investment Management
Experience
Nuveen Asset Management December 2013 - Present
Nuveen Investments March 2011 - November 2013
Mercer Investment Consulting November 2006 - February 2011
NORTHERN TRUST GLOBAL ADVISORS March 2000 - October 2006
Northern Trust May 1998 - January 2000
Northern Trust June 1997 - May 1998
Northern Trust May 1995 - June 1997
Skills
Investment Management, Asset Allocation, Analysis, Due Diligence, CRM, Investments, Equities, Capital Markets, Investment Banking, Hedge Funds, Investment Strategies, Securities, Management, Alternative Investments, Leadership, Portfolio Management, Series 7, Fixed Income, Asset Management
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Marketing
Northern Illinois University 1991 — 1995
B.S., Finance
Nuveen Asset Management December 2013 - Present
Nuveen Investments March 2011 - November 2013
Mercer Investment Consulting November 2006 - February 2011
NORTHERN TRUST GLOBAL ADVISORS March 2000 - October 2006
Northern Trust May 1998 - January 2000
Northern Trust June 1997 - May 1998
Northern Trust May 1995 - June 1997
Skills
Investment Management, Asset Allocation, Analysis, Due Diligence, CRM, Investments, Equities, Capital Markets, Investment Banking, Hedge Funds, Investment Strategies, Securities, Management, Alternative Investments, Leadership, Portfolio Management, Series 7, Fixed Income, Asset Management
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Marketing
Northern Illinois University 1991 — 1995
B.S., Finance
Michael Rohman Michael Rohman's Nuveen Investments Experience January 2008 - Present
Job Network Architect at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2008 - Present
Mitel Networks August 2007 - December 2008
Skills
IPv4, Cisco Switches, Checkpoint Firewalls
Education
Northeastern Illinois University
Nuveen Investments January 2008 - Present
Mitel Networks August 2007 - December 2008
Skills
IPv4, Cisco Switches, Checkpoint Firewalls
Education
Northeastern Illinois University
Leslie Cesario, CPA's Nuveen Investments Experience April 1986 - May 1990
Job Owner & President, Leslie A. Cesario, Ltd.
Industry Accounting
Experience
Leslie A. Cesario, Ltd. April 1993 - Present
College of DuPage January 1990 - April 1993
Nuveen Investments April 1986 - May 1990
KPMG Audit July 1982 - April 1986
Skills
Accountants, Tax Preparation, Financial Accounting, Bookkeeping, Tax, QuickBooks, Accounting, Income Tax, S Corporations, CPA, Tax Returns, Partnership Taxation, Sales Tax, Corporate Tax, IRS, Financial Reporting, GAAP, General Ledger, Payroll Taxes, Tax Accounting, Small Business, Financial Statements, Accounts Payable, Mergers & Acquisitions, Payroll, Financial Planners, Forensic Accounting, Tax Research, Strategic Financial..., Auditing, Cash Flow, Journal Entries, Fixed Assets, Investments, Accounts Receivable, Cash Management, Account Reconciliation, Internal Controls, Preparation, Financial Analysis, Finance, Due Diligence, Trusts, Estate Planning
Education
Northern Illinois University 1979 — 1982
BS & BS Ed., Accounting, Business Education
Triton-College 1977 — 1979
AA, Accounting
Riverside Brookfield High School 1973 — 1977
Leslie A. Cesario, Ltd. April 1993 - Present
College of DuPage January 1990 - April 1993
Nuveen Investments April 1986 - May 1990
KPMG Audit July 1982 - April 1986
Skills
Accountants, Tax Preparation, Financial Accounting, Bookkeeping, Tax, QuickBooks, Accounting, Income Tax, S Corporations, CPA, Tax Returns, Partnership Taxation, Sales Tax, Corporate Tax, IRS, Financial Reporting, GAAP, General Ledger, Payroll Taxes, Tax Accounting, Small Business, Financial Statements, Accounts Payable, Mergers & Acquisitions, Payroll, Financial Planners, Forensic Accounting, Tax Research, Strategic Financial..., Auditing, Cash Flow, Journal Entries, Fixed Assets, Investments, Accounts Receivable, Cash Management, Account Reconciliation, Internal Controls, Preparation, Financial Analysis, Finance, Due Diligence, Trusts, Estate Planning
Education
Northern Illinois University 1979 — 1982
BS & BS Ed., Accounting, Business Education
Triton-College 1977 — 1979
AA, Accounting
Riverside Brookfield High School 1973 — 1977
Andy Greenawalt's Nuveen Investments Experience June 2012 - July 2014
Job Internal Wholesaler at American Beacon Advisors
Industry Financial Services
Experience
American Beacon Advisors April 2015 - Present
Fidelity Investments August 2014 - March 2015
Nuveen Investments June 2012 - July 2014
Nuveen Investments May 2011 - June 2012
Association Development Solutions September 2010 - May 2011
Ameriprise Financial April 2010 - July 2010
North Central College September 2009 - June 2010
Skills
Series 7, Series 63, Series 65
Education
Northwestern University 2012 — 2014
Master of Science (M.S.), Organizational Change
North Central College 2009 — 2011
Master of Business Administration (M.B.A.), Management
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Arts, Interdisciplinary Studies
Naperville North High School 2001 — 2005
American Beacon Advisors April 2015 - Present
Fidelity Investments August 2014 - March 2015
Nuveen Investments June 2012 - July 2014
Nuveen Investments May 2011 - June 2012
Association Development Solutions September 2010 - May 2011
Ameriprise Financial April 2010 - July 2010
North Central College September 2009 - June 2010
Skills
Series 7, Series 63, Series 65
Education
Northwestern University 2012 — 2014
Master of Science (M.S.), Organizational Change
North Central College 2009 — 2011
Master of Business Administration (M.B.A.), Management
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Arts, Interdisciplinary Studies
Naperville North High School 2001 — 2005
Robert Kleefisch Robert Kleefisch's Nuveen Investments Experience 1982 - 1988
Job Student at Moraine Valley Community College
Industry Computer & Network Security
Experience
N/A 2003 - Present
SAIC 2000 - 2003
CCC Information Services 1997 - 1999
EDS (Electronic Data Systems) 1995 - 1997
Pilot Systems, Inc. 1994 - 1995
Cision (formerly Bacon's Information, Inc.) 1991 - 1994
Equity Group Investments 1988 - 1991
Nuveen Investments 1982 - 1988
Skills
Network Security, Unix, Microsoft Certified..., Network Administration, Data Center, System Administration, Windows, Technical Support, Networking, Troubleshooting, Active Directory, Windows Server, CompTIA A+, Security, Servers, Information Security, Information Technology, Computer Hardware, Windows 7
Education
Moraine Valley Community College 2014 — 2016
Associate of Arts and Sciences (AAS), IT Security Specialist AAS, Current GPA: 4.000
Prairie State College 1981 — 2014
Associate of Science (A.S.), General Studies, Cumulative GPA: 3.500
N/A 2003 - Present
SAIC 2000 - 2003
CCC Information Services 1997 - 1999
EDS (Electronic Data Systems) 1995 - 1997
Pilot Systems, Inc. 1994 - 1995
Cision (formerly Bacon's Information, Inc.) 1991 - 1994
Equity Group Investments 1988 - 1991
Nuveen Investments 1982 - 1988
Skills
Network Security, Unix, Microsoft Certified..., Network Administration, Data Center, System Administration, Windows, Technical Support, Networking, Troubleshooting, Active Directory, Windows Server, CompTIA A+, Security, Servers, Information Security, Information Technology, Computer Hardware, Windows 7
Education
Moraine Valley Community College 2014 — 2016
Associate of Arts and Sciences (AAS), IT Security Specialist AAS, Current GPA: 4.000
Prairie State College 1981 — 2014
Associate of Science (A.S.), General Studies, Cumulative GPA: 3.500
Joseph Dorenbos Joseph Dorenbos's Nuveen Investments Experience June 2010 - January 2011
Job SQL DBA/Developer
Industry Information Technology and Services
Experience
Maritz January 2011 - Present
Music 1970 - Present
NAMM Illinois 2013 - 2014
Nuveen Investments June 2010 - January 2011
TTX Company December 2009 - March 2010
IFF July 2009 - December 2009
JP Morgan Chase June 2008 - June 2009
IBM January 2005 - June 2008
ABN AMRO Bank N.V. December 2003 - August 2005
Intragration June 2003 - December 2003
Skills
SSRS, Microsoft SQL Server, Database Administration, SSIS, T-SQL, SharePoint, Databases, Database Design, Performance Tuning, SQL, SQL Tuning, Disaster Recovery, ETL, Visio, Data Modeling, Windows Server, .NET, JavaScript, Requirements Analysis, Business Intelligence, CSS, Data Warehousing, IIS, XML, Visual Basic, Networking, Stored Procedures, Servers, Security, Microsoft Exchange
Education
DeVry University 2000 — 2002
Bachelor of Science, Computer science
Northern Illinois University 1989 — 1994
bachelor of arts, Music
Maritz January 2011 - Present
Music 1970 - Present
NAMM Illinois 2013 - 2014
Nuveen Investments June 2010 - January 2011
TTX Company December 2009 - March 2010
IFF July 2009 - December 2009
JP Morgan Chase June 2008 - June 2009
IBM January 2005 - June 2008
ABN AMRO Bank N.V. December 2003 - August 2005
Intragration June 2003 - December 2003
Skills
SSRS, Microsoft SQL Server, Database Administration, SSIS, T-SQL, SharePoint, Databases, Database Design, Performance Tuning, SQL, SQL Tuning, Disaster Recovery, ETL, Visio, Data Modeling, Windows Server, .NET, JavaScript, Requirements Analysis, Business Intelligence, CSS, Data Warehousing, IIS, XML, Visual Basic, Networking, Stored Procedures, Servers, Security, Microsoft Exchange
Education
DeVry University 2000 — 2002
Bachelor of Science, Computer science
Northern Illinois University 1989 — 1994
bachelor of arts, Music
Thomas Simutis Thomas Simutis's Nuveen Investments Experience November 2001 - July 2002
Job Managing Director, Cedar Capital
Industry Financial Services
Experience
Cedar Capital August 2014 - Present
Envestnet Asset Management July 2002 - August 2014
Nuveen Investments November 2001 - July 2002
Banc One Capital Markets November 1997 - October 2000
Skills
Series 7, ETFs, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Asset Managment, Separately Managed..., Investment Advisory, Series 65, Asset Management, Alternative Investments, Investment Strategies, Investment Management, Bloomberg, Derivatives, Risk Management, Fixed Income, Portfolio Management, Investments, Securities
Education
Northwestern University
Bachelors, Majors: History and Finance
Cedar Capital August 2014 - Present
Envestnet Asset Management July 2002 - August 2014
Nuveen Investments November 2001 - July 2002
Banc One Capital Markets November 1997 - October 2000
Skills
Series 7, ETFs, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Asset Managment, Separately Managed..., Investment Advisory, Series 65, Asset Management, Alternative Investments, Investment Strategies, Investment Management, Bloomberg, Derivatives, Risk Management, Fixed Income, Portfolio Management, Investments, Securities
Education
Northwestern University
Bachelors, Majors: History and Finance
Stephanie Smith-Ejnes's Nuveen Investments Experience August 2010 - Present
Job Vice President, Human Resources at Nuveen Investments
Industry Human Resources
Experience
Nuveen Investments August 2010 - Present
Coaching and Consulting April 2008 - June 2010
Yahoo! May 2007 - June 2010
Yahoo! Inc May 2007 - April 2008
PricewaterhouseCoopers January 2006 - March 2007
Goldman Sachs October 2000 - January 2006
Skills
Leadership Development, Succession Planning, Compensation, Executive Coaching, Talent Management, Recruiting, Organizational..., Deferred Compensation, Human Resources, Employee Relations, Performance Management, Personnel Management, Onboarding, Training, Leadership, Strategy
Education
New York University 1998 — 2001
MA, Industrial/Organizational Psychology
San Francisco State University 1990 — 1994
BA, Psychology
Coaches Training Institute 2008 — 2009
CPCC (Certified Professional Co-Active Coach), Personal and Professional Coaching
Nuveen Investments August 2010 - Present
Coaching and Consulting April 2008 - June 2010
Yahoo! May 2007 - June 2010
Yahoo! Inc May 2007 - April 2008
PricewaterhouseCoopers January 2006 - March 2007
Goldman Sachs October 2000 - January 2006
Skills
Leadership Development, Succession Planning, Compensation, Executive Coaching, Talent Management, Recruiting, Organizational..., Deferred Compensation, Human Resources, Employee Relations, Performance Management, Personnel Management, Onboarding, Training, Leadership, Strategy
Education
New York University 1998 — 2001
MA, Industrial/Organizational Psychology
San Francisco State University 1990 — 1994
BA, Psychology
Coaches Training Institute 2008 — 2009
CPCC (Certified Professional Co-Active Coach), Personal and Professional Coaching
Kristal Remstad Kristal Remstad's Nuveen Investments Experience July 2013 - March 2015
Job Director, Retail Marketing at PTAM (PT Asset Management, LLC)
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC) March 2015 - Present
Nuveen Investments July 2013 - March 2015
Nuveen Investments November 2011 - July 2013
Russell Investments May 2010 - November 2011
Morningstar November 2006 - July 2009
Merrill Lynch January 2006 - May 2006
University of Michigan-Michigan State Longitudinal Study August 2005 - January 2006
Skills
Lead Generation, Marketing, Marketing Strategy, Business Development, Product Management, Advertising, Sales Process, Mutual Funds, Series 7, Marketing Communications, CRM, Online Marketing
Education
Michigan State University 2002 — 2006
Bachelor of Science, Psychology
PTAM (PT Asset Management, LLC) March 2015 - Present
Nuveen Investments July 2013 - March 2015
Nuveen Investments November 2011 - July 2013
Russell Investments May 2010 - November 2011
Morningstar November 2006 - July 2009
Merrill Lynch January 2006 - May 2006
University of Michigan-Michigan State Longitudinal Study August 2005 - January 2006
Skills
Lead Generation, Marketing, Marketing Strategy, Business Development, Product Management, Advertising, Sales Process, Mutual Funds, Series 7, Marketing Communications, CRM, Online Marketing
Education
Michigan State University 2002 — 2006
Bachelor of Science, Psychology
D. Michael Sullivan D. Michael Sullivan's Nuveen Investments Experience April 1974 - April 1979
Job Financial Advisor, First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan April 2006 - February 2013
Legg Mason July 1999 - April 2006
Chicago Board of Trade April 1979 - April 1999
Nuveen Investments April 1974 - April 1979
Skills
Strategic Financial..., Retirement Planning, Retirement Savings, 401k, Traditional IRA, Roth IRA, IRAs, Financial Services, Stocks
Education
Northern Illinois University 1969 — 1971
Master of Business Administration (M.B.A.)
Northern Illinois University 1966 — 1969
Bachelor's Degree, Marketing
Raymond James February 2013 - Present
Morgan Keegan April 2006 - February 2013
Legg Mason July 1999 - April 2006
Chicago Board of Trade April 1979 - April 1999
Nuveen Investments April 1974 - April 1979
Skills
Strategic Financial..., Retirement Planning, Retirement Savings, 401k, Traditional IRA, Roth IRA, IRAs, Financial Services, Stocks
Education
Northern Illinois University 1969 — 1971
Master of Business Administration (M.B.A.)
Northern Illinois University 1966 — 1969
Bachelor's Degree, Marketing
Christopher C. Williams Christopher C. Williams's Nuveen Investments Experience May 1991 - April 1992
Job Insights & Analytics Professional
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase & Co. April 2013 - September 2014
JPMorgan Chase & Co. December 2011 - March 2013
Independent Consultant May 2009 - December 2011
Allstate Insurance May 2004 - May 2009
Allstate Insurance September 2002 - May 2004
Allstate Insurance August 2000 - September 2002
AT&T May 1997 - August 2000
HSBC/Household International September 1992 - May 1997
Nuveen Investments May 1991 - April 1992
Skills
SAS, SAS/SQL, Oracle SQL, Unix, Data Warehousing, Predictive Modeling, Segmentation, Pricing, Predictive Analytics, Business Analytics, Portfolio Management, Data Mining, Financial Analysis, Risk Management, Cross Selling, Business Intelligence, Database Marketing, Data Analysis, Data Integration, Credit Risk, Management Consulting, Business Strategy, Optimization, Asset Management, Underwriting, Securities, Customer Experience, Mergers, Product Management, Team Leadership, Business Planning, Web Analytics, Customer Acquisition, Cross-functional Team..., Market Analysis, Investments, Business Analysis, Financial Modeling, Balanced Scorecard, Customer Analytics, Decision Trees, Quantitative Analysis, Customer Insight, Risk Analytics, Strategic Consulting, Dashboards, Tableau, Multi-channel Marketing, Strategic Thinking, Business Modeling
Education
Northern Illinois University
BS, Finance
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase & Co. April 2013 - September 2014
JPMorgan Chase & Co. December 2011 - March 2013
Independent Consultant May 2009 - December 2011
Allstate Insurance May 2004 - May 2009
Allstate Insurance September 2002 - May 2004
Allstate Insurance August 2000 - September 2002
AT&T May 1997 - August 2000
HSBC/Household International September 1992 - May 1997
Nuveen Investments May 1991 - April 1992
Skills
SAS, SAS/SQL, Oracle SQL, Unix, Data Warehousing, Predictive Modeling, Segmentation, Pricing, Predictive Analytics, Business Analytics, Portfolio Management, Data Mining, Financial Analysis, Risk Management, Cross Selling, Business Intelligence, Database Marketing, Data Analysis, Data Integration, Credit Risk, Management Consulting, Business Strategy, Optimization, Asset Management, Underwriting, Securities, Customer Experience, Mergers, Product Management, Team Leadership, Business Planning, Web Analytics, Customer Acquisition, Cross-functional Team..., Market Analysis, Investments, Business Analysis, Financial Modeling, Balanced Scorecard, Customer Analytics, Decision Trees, Quantitative Analysis, Customer Insight, Risk Analytics, Strategic Consulting, Dashboards, Tableau, Multi-channel Marketing, Strategic Thinking, Business Modeling
Education
Northern Illinois University
BS, Finance
Darniel London's Nuveen Investments Experience 2006 - Present
Job AVP Internal Advisor Support at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments 2006 - Present
Skills
Series 7, Series 63, Series 6, Series 66, Uniform Combined State...
Education
Purdue University Calumet 1993 — 1997
BS, Mathematics
Purdue University
Roosevelt High School, Gary IN
Nuveen Investments 2006 - Present
Skills
Series 7, Series 63, Series 6, Series 66, Uniform Combined State...
Education
Purdue University Calumet 1993 — 1997
BS, Mathematics
Purdue University
Roosevelt High School, Gary IN
Dave Weisman Dave Weisman's Nuveen Investments Experience 1997 - 2001
Job Vice President at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group October 2014 - Present
Beaumont Financial Partners, LLC 2012 - 2013
Stadion Money Management 2009 - 2012
Charles Schwab March 2005 - 2009
Prudential Investments 2001 - 2005
Nuveen Investments 1997 - 2001
Skills
Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning
Education
Rider University 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Churchill Management Group October 2014 - Present
Beaumont Financial Partners, LLC 2012 - 2013
Stadion Money Management 2009 - 2012
Charles Schwab March 2005 - 2009
Prudential Investments 2001 - 2005
Nuveen Investments 1997 - 2001
Skills
Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning
Education
Rider University 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Benjamin Klaas CFA Benjamin Klaas CFA's Nuveen Investments Experience October 1999 - August 2003
Job Sr. Credit Analyst at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management November 2006 - Present
Butterfield Asset Management - Bermuda October 2003 - October 2006
Nuveen Investments October 1999 - August 2003
LaSalle Bank March 1998 - October 1999
Skills
Valuation, Equities, Credit Analysis, Bonds, Investments, High Yield, Credit, Finance, Loans, Fixed Income, Bloomberg, Capital Structure, Portfolio Management, Asset Managment, Financial Modeling, Asset Allocation, Investment Management, Financial Analysis, Hedge Funds, Mutual Funds, Capital Markets, Asset Management, Alternative Investments, Financial Structuring, Derivatives, Structured Finance, Due Diligence, Equity Research, Investment Advisory, Trading, Investment Strategies, Series 7, Wealth Management, Securities
Education
Northwestern University
BA, Economics
GW&K Investment Management November 2006 - Present
Butterfield Asset Management - Bermuda October 2003 - October 2006
Nuveen Investments October 1999 - August 2003
LaSalle Bank March 1998 - October 1999
Skills
Valuation, Equities, Credit Analysis, Bonds, Investments, High Yield, Credit, Finance, Loans, Fixed Income, Bloomberg, Capital Structure, Portfolio Management, Asset Managment, Financial Modeling, Asset Allocation, Investment Management, Financial Analysis, Hedge Funds, Mutual Funds, Capital Markets, Asset Management, Alternative Investments, Financial Structuring, Derivatives, Structured Finance, Due Diligence, Equity Research, Investment Advisory, Trading, Investment Strategies, Series 7, Wealth Management, Securities
Education
Northwestern University
BA, Economics
Christopher Mallon Christopher Mallon's Nuveen Investments Experience June 2014 - Present
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2014 - Present
Putnam Investments September 2009 - May 2014
Putnam Investments January 2007 - September 2009
Putnam Investments January 2006 - January 2007
Putnam Investments January 2005 - January 2006
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, Investments, 401k, Financial Advisory, FINRA, Financial Services, Separately Managed..., Alternative Investments, Hedge Funds, Asset Managment, Series 65, Asset Allocation, Insurance, Asset Management
Education
Providence College 2001 — 2005
B.S., Business Management Major
Saint Peter Marian HS
Nuveen Investments June 2014 - Present
Putnam Investments September 2009 - May 2014
Putnam Investments January 2007 - September 2009
Putnam Investments January 2006 - January 2007
Putnam Investments January 2005 - January 2006
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, Investments, 401k, Financial Advisory, FINRA, Financial Services, Separately Managed..., Alternative Investments, Hedge Funds, Asset Managment, Series 65, Asset Allocation, Insurance, Asset Management
Education
Providence College 2001 — 2005
B.S., Business Management Major
Saint Peter Marian HS
William Gillen William Gillen's Nuveen Investments Experience 1989 - 1991
Job Vice President at Eaton Vance Investment Counsel
Industry Investment Management
Experience
Eaton Vance Investment Counsel February 2012 - Present
Eaton Vance distributors, Inc 1997 - 2011
Eaton Vance distributors, inc 1991 - 1997
Nuveen Investments 1989 - 1991
Sun Life Financial 1987 - 1989
Skills
Mutual Funds, Series 7, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Series 63, Investment Strategies
Education
UMass Lowell 1981 — 1984
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration
Northeastern University 1980 — 1981
Eaton Vance Investment Counsel February 2012 - Present
Eaton Vance distributors, Inc 1997 - 2011
Eaton Vance distributors, inc 1991 - 1997
Nuveen Investments 1989 - 1991
Sun Life Financial 1987 - 1989
Skills
Mutual Funds, Series 7, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Series 63, Investment Strategies
Education
UMass Lowell 1981 — 1984
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration
Northeastern University 1980 — 1981
Cheryl Jancaric Cheryl Jancaric's Nuveen Investments Experience January 1994 - May 1997
Job Payroll/Accounting Specialist at Village of Roselle
Industry Investment Banking
Experience
Village of Roselle October 2014 - Present
UBS Investment Bank 1997 - 2005
Nuveen Investments January 1994 - May 1997
Skills
Microsoft Word, Microsoft Excel, Fast Learner, Highly Detailed, Organized Multi-tasker, Energetic team player, Series 7
Education
Northern Illinois University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Village of Roselle October 2014 - Present
UBS Investment Bank 1997 - 2005
Nuveen Investments January 1994 - May 1997
Skills
Microsoft Word, Microsoft Excel, Fast Learner, Highly Detailed, Organized Multi-tasker, Energetic team player, Series 7
Education
Northern Illinois University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Sandra Vegerano's Nuveen Investments Experience February 2004 - June 2009
Job Trust Support Officer II at Alaska Trust Company
Industry Financial Services
Experience
Alaska Trust Company December 2011 - Present
Alaska USA Trust Company December 2011 - Present
Nuveen Investments February 2004 - June 2009
Tradewinds Global Investors 2004 - 2009
CLIFFORD ASSOCIATES August 2002 - July 2003
FROLEY REVY INVESTMENT MANAGEMENT COMPANY December 1996 - March 2002
Education
Pasadena City College
Business
Pasadena City College
Alaska Trust Company December 2011 - Present
Alaska USA Trust Company December 2011 - Present
Nuveen Investments February 2004 - June 2009
Tradewinds Global Investors 2004 - 2009
CLIFFORD ASSOCIATES August 2002 - July 2003
FROLEY REVY INVESTMENT MANAGEMENT COMPANY December 1996 - March 2002
Education
Pasadena City College
Business
Pasadena City College
Tom Donnelly, CFP®, CMFC Tom Donnelly, CFP®, CMFC's Nuveen Investments Experience September 2012 - Present
Job Assistant Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2012 - Present
Nuveen Investments June 2012 - Present
Nuveen Investments August 2008 - June 2012
Managers Investment Group June 2007 - June 2008
UBS Wealth Management May 2006 - August 2006
Skills
Mutual Funds, Investment Strategies, Separately Managed..., Fixed Income, Alternative Investments, Business Development, Competitive Analysis, Wealth Management, Capital Markets, Asset Allocation, Municipal Bonds, Equities, Hedge Funds, Defined Benefit, Defined Contribution, 401k, Retirement Planning, Unit Investment Trusts, Closed-end Funds, Structured Products, Key Account Development, Key Account Management
Education
Northern Illinois University - College of Business 2003 — 2007
B.S., Finance
Nuveen Investments September 2012 - Present
Nuveen Investments June 2012 - Present
Nuveen Investments August 2008 - June 2012
Managers Investment Group June 2007 - June 2008
UBS Wealth Management May 2006 - August 2006
Skills
Mutual Funds, Investment Strategies, Separately Managed..., Fixed Income, Alternative Investments, Business Development, Competitive Analysis, Wealth Management, Capital Markets, Asset Allocation, Municipal Bonds, Equities, Hedge Funds, Defined Benefit, Defined Contribution, 401k, Retirement Planning, Unit Investment Trusts, Closed-end Funds, Structured Products, Key Account Development, Key Account Management
Education
Northern Illinois University - College of Business 2003 — 2007
B.S., Finance
Philip Saunders Philip Saunders's Nuveen Investments Experience June 1997 - June 1999
Job Financial Marketing Strategist / Social Media Marketer / Options Trading Strategist at IsoVentures
Industry Financial Services
Experience
IsoVentures January 2009 - Present
STARS (Sports Teaching and Reaching Students) October 2008 - Present
Topeka Capital Markets, Inc March 2012 - March 2013
JNK Securities April 2009 - March 2010
Susquehanna International Group March 2006 - December 2008
Banc of America Securities July 2004 - March 2006
Wedbush Morgan Securities September 2000 - July 2002
US Bancorp Piper Jaffray June 1999 - June 2000
Nuveen Investments June 1997 - June 1999
Skills
Options, Options Strategies, Equity Derivatives, Online Marketing, Affiliate Marketing, Online Lead Generation, Social Media, Digital Marketing, Social Media Marketing, Financial Modeling, Equity Research, Overwriting, Volatility, Volatility Arbitrage, Derivatives, Trading, Portfolio Management, Bloomberg, Securities, Strategy, Trading Strategies, Electronic Trading, Lead Generation, Commodity, Financial Markets, Hedge Funds, Equity Trading, Investments, Hedging, Bonds, Investment Banking, Valuation, Foreign Exchange, Financial Services, Email Marketing
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Princeton University 1993 — 1997
BSE, Civil Engineering and Operations Research
IsoVentures January 2009 - Present
STARS (Sports Teaching and Reaching Students) October 2008 - Present
Topeka Capital Markets, Inc March 2012 - March 2013
JNK Securities April 2009 - March 2010
Susquehanna International Group March 2006 - December 2008
Banc of America Securities July 2004 - March 2006
Wedbush Morgan Securities September 2000 - July 2002
US Bancorp Piper Jaffray June 1999 - June 2000
Nuveen Investments June 1997 - June 1999
Skills
Options, Options Strategies, Equity Derivatives, Online Marketing, Affiliate Marketing, Online Lead Generation, Social Media, Digital Marketing, Social Media Marketing, Financial Modeling, Equity Research, Overwriting, Volatility, Volatility Arbitrage, Derivatives, Trading, Portfolio Management, Bloomberg, Securities, Strategy, Trading Strategies, Electronic Trading, Lead Generation, Commodity, Financial Markets, Hedge Funds, Equity Trading, Investments, Hedging, Bonds, Investment Banking, Valuation, Foreign Exchange, Financial Services, Email Marketing
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Princeton University 1993 — 1997
BSE, Civil Engineering and Operations Research
Jeff Hooks Jeff Hooks's Nuveen Investments Experience June 2004 - December 2012
Job Investment Manager Services, SEI Investments
Industry Financial Services
Experience
SEI December 2012 - Present
Nuveen Investments June 2004 - December 2012
Allianz Global Investors March 2002 - May 2004
Nicholas Applegate 2000 - 2002
Skills
Investments, Mutual Funds, Fixed Income, Equities, Securities, Asset Management, Bloomberg, Asset Allocation, Wealth Management, Financial Services, Series 63, Trading, Investment Advisory, Asset Managment, Investment Strategies, Financial Analysis, Bonds, Banking, Derivatives, Microsoft Excel, Analysis
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Economics, Accounting
Purdue University 1994 — 1995
Serra High School 1991 — 1994
SEI December 2012 - Present
Nuveen Investments June 2004 - December 2012
Allianz Global Investors March 2002 - May 2004
Nicholas Applegate 2000 - 2002
Skills
Investments, Mutual Funds, Fixed Income, Equities, Securities, Asset Management, Bloomberg, Asset Allocation, Wealth Management, Financial Services, Series 63, Trading, Investment Advisory, Asset Managment, Investment Strategies, Financial Analysis, Bonds, Banking, Derivatives, Microsoft Excel, Analysis
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Economics, Accounting
Purdue University 1994 — 1995
Serra High School 1991 — 1994
Brent Dellinger, CFA Brent Dellinger, CFA's Nuveen Investments Experience 2004 - 2011
Job Financial Management Professional | 17 Years of Delivering InDepth Analysis that Delivers Bottomline Performance
Industry Investment Management
Experience
Peridiem Global Investors, LLC 2011 - 2014
Nuveen Investments 2004 - 2011
Bank of America Capital Management, LLC 2003 - 2004
Bradford & Marzec 1998 - 2003
Skills
Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds, Investments, Bloomberg, Asset Allocation, Investment Strategies, Asset Managment, Chartered Financial..., Financial Modeling, Bonds, Corporate Research, Credit Derivatives
Education
Northwestern University
Bachelor of Science, Mechanical Engineering
University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.), Finance and International Finance
Peridiem Global Investors, LLC 2011 - 2014
Nuveen Investments 2004 - 2011
Bank of America Capital Management, LLC 2003 - 2004
Bradford & Marzec 1998 - 2003
Skills
Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds, Investments, Bloomberg, Asset Allocation, Investment Strategies, Asset Managment, Chartered Financial..., Financial Modeling, Bonds, Corporate Research, Credit Derivatives
Education
Northwestern University
Bachelor of Science, Mechanical Engineering
University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.), Finance and International Finance
Satyam Mallick, CFA Satyam Mallick, CFA's Nuveen Investments Experience June 1993 - December 1995
Job Head of Investment Grade Credit Strategy at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) April 2014 - Present
Susquehanna International Group September 2009 - 2014
Utendahl Capital Management June 2002 - July 2009
Duff & Phelps January 1996 - December 1997
Nuveen Investments June 1993 - December 1995
Education
Michigan State University - The Eli Broad College of Business 1991 — 1993
MBA, Finance
Rutgers University-New Brunswick 1984 — 1987
1987, Economics
Susquehanna International Group, LLP (SIG) April 2014 - Present
Susquehanna International Group September 2009 - 2014
Utendahl Capital Management June 2002 - July 2009
Duff & Phelps January 1996 - December 1997
Nuveen Investments June 1993 - December 1995
Education
Michigan State University - The Eli Broad College of Business 1991 — 1993
MBA, Finance
Rutgers University-New Brunswick 1984 — 1987
1987, Economics
Edward Yurko Edward Yurko's Nuveen Investments Experience 2002 - 2005
Job Information Technology Leader
Industry Information Technology and Services
Experience
Fruition Partners 2009 - Present
Schawk 2008 - 2009
Health Care Service Corporation (BlueCross BlueShield of IL, TX, OK, NM) 2007 - 2008
Health Care Service Corporation (BlueCross BlueShield of IL, TX, OK, NM) 2005 - 2007
Nuveen Investments 2002 - 2005
Education
Northern Illinois University 1990 — 1992
MBA
Northern Illinois University 1985 — 1990
BA
Fruition Partners 2009 - Present
Schawk 2008 - 2009
Health Care Service Corporation (BlueCross BlueShield of IL, TX, OK, NM) 2007 - 2008
Health Care Service Corporation (BlueCross BlueShield of IL, TX, OK, NM) 2005 - 2007
Nuveen Investments 2002 - 2005
Education
Northern Illinois University 1990 — 1992
MBA
Northern Illinois University 1985 — 1990
BA
Stephen Ban Stephen Ban's Nuveen Investments Experience February 2009 - Present
Job
Industry Investment Management
Experience
Nuveen Investments February 2009 - Present
Nuveen Investments August 2007 - February 2009
T. Rowe Price October 2003 - August 2007
Aon Corporation March 2001 - October 2003
Heller Financial, Inc. April 1993 - April 2000
Ogilvy & Mather March 1988 - March 1993
The Quaker Oats Company July 1984 - April 1987
Education
Princeton University 1980 — 1984
A.B., Economics
Nuveen Investments February 2009 - Present
Nuveen Investments August 2007 - February 2009
T. Rowe Price October 2003 - August 2007
Aon Corporation March 2001 - October 2003
Heller Financial, Inc. April 1993 - April 2000
Ogilvy & Mather March 1988 - March 1993
The Quaker Oats Company July 1984 - April 1987
Education
Princeton University 1980 — 1984
A.B., Economics
Jill Horsfield's Nuveen Investments Experience June 2014 - Present
Job Consulting Services Associate at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2014 - Present
Nuveen Investments May 2013 - August 2013
Oxford Financial Group, Ltd. May 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Data Analysis, Databases, Account Management, Microsoft SharePoint, Python, Salesforce.com, Analysis
Education
Purdue University 2010 — 2014
Bachelor of Science, Business Mathematics, Senior
Nuveen Investments June 2014 - Present
Nuveen Investments May 2013 - August 2013
Oxford Financial Group, Ltd. May 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Data Analysis, Databases, Account Management, Microsoft SharePoint, Python, Salesforce.com, Analysis
Education
Purdue University 2010 — 2014
Bachelor of Science, Business Mathematics, Senior
Martin Hanhauser, CIMA® Martin Hanhauser, CIMA®'s Nuveen Investments Experience November 2006 - November 2009
Job Vice President of Sales at BPV Capital Management
Industry Financial Services
Experience
BPV Capital Management June 2013 - Present
BPV Capital Management May 2012 - June 2013
AMON Holdings Group, LLC
Nuveen Investments November 2006 - November 2009
Lord Abbett June 2000 - October 2006
Skills
Series 7, Series 63, CIMA, Hedge Funds, Alternative Investments, ETFs
Education
Penn State University 1995 — 1999
BPV Capital Management June 2013 - Present
BPV Capital Management May 2012 - June 2013
AMON Holdings Group, LLC
Nuveen Investments November 2006 - November 2009
Lord Abbett June 2000 - October 2006
Skills
Series 7, Series 63, CIMA, Hedge Funds, Alternative Investments, ETFs
Education
Penn State University 1995 — 1999
Jaime Fennema Jaime Fennema's Nuveen Investments Experience March 2013 - Present
Job Administrative Assistant at Nuveen Investments
Industry Financial Services
Experience
Team Beachbody December 2014 - Present
Nuveen Investments March 2013 - Present
Hewitt Ennis Knupp November 2007 - March 2013
Women's Workout World Corporate Office February 2000 - November 2007
Skills
Outlook, Travel Arrangements, Meeting Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Investran, Proofreading, Expense Reports, Event Management, Data Entry, Event Planning, Calendaring, Accounting, Customer Service, Management
Education
South Suburban College 2001 — 2002
Journalism
Prairie State College 1995 — 1998
General
Team Beachbody December 2014 - Present
Nuveen Investments March 2013 - Present
Hewitt Ennis Knupp November 2007 - March 2013
Women's Workout World Corporate Office February 2000 - November 2007
Skills
Outlook, Travel Arrangements, Meeting Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Investran, Proofreading, Expense Reports, Event Management, Data Entry, Event Planning, Calendaring, Accounting, Customer Service, Management
Education
South Suburban College 2001 — 2002
Journalism
Prairie State College 1995 — 1998
General
Brigitte Remy-Yee Brigitte Remy-Yee's Nuveen Investments Experience 2011 - 2015
Job Investment Content Specialist at Altegris
Industry Financial Services
Experience
Altegris May 2015 - Present
Nuveen Investments 2011 - 2015
Nuveen Investments 2010 - 2011
Wm. Sword & Co. 2008 - 2010
TVB.COM Limited June 2008 - September 2008
Nickelodeon 2005 - 2007
Skills
Business Strategy, Sales, Business Development, Sales Operations, Retail Sales, Sales Presentations, Strategic Planning, Business Intelligence, SalesPage, Bloomberg Terminal, Marketing Strategy, Digital Marketing, Business Analysis, Coates Analytics, Capital IQ, Market Metrics, MS Excel Pivot Tables, SPSS, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Microsoft CRM, Social Media, Alternative Investments, Investments
Education
Princeton University 2006 — 2010
Bachelor's Degree, Psychology - Behavioral Finance
United World College of South East Asia (Singapore) 2004 — 2006
High School, International Baccalaureate
Altegris May 2015 - Present
Nuveen Investments 2011 - 2015
Nuveen Investments 2010 - 2011
Wm. Sword & Co. 2008 - 2010
TVB.COM Limited June 2008 - September 2008
Nickelodeon 2005 - 2007
Skills
Business Strategy, Sales, Business Development, Sales Operations, Retail Sales, Sales Presentations, Strategic Planning, Business Intelligence, SalesPage, Bloomberg Terminal, Marketing Strategy, Digital Marketing, Business Analysis, Coates Analytics, Capital IQ, Market Metrics, MS Excel Pivot Tables, SPSS, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Microsoft CRM, Social Media, Alternative Investments, Investments
Education
Princeton University 2006 — 2010
Bachelor's Degree, Psychology - Behavioral Finance
United World College of South East Asia (Singapore) 2004 — 2006
High School, International Baccalaureate
Jim Gaile Jim Gaile's Nuveen Investments Experience 2007 - 2010
Job Designer
Industry Marketing and Advertising
Experience
Razorfish November 2014 - Present
Vitamin T 2013 - November 2014
TPRB Advertising 2011 - 2012
Nuveen Investments 2007 - 2010
Ambrosi & Associates 2006 - 2007
FGS Inc. 2002 - 2006
Holt, Rinehart and Winston 1999 - 2001
Skills
Layout, Corporate Identity, Graphics, Graphic Design, Pre-press, Advertising, Art Direction, Illustrator, Posters, Image Editing, Brochures, Direct Mail, InDesign, Adobe Creative Suite, Photoshop, Logo Design, Packaging, Illustration, Print Production, Dreamweaver, Typography, Retouching, Creative Direction, Logos, Adobe Acrobat, Production, Magazines, Catalogs, Mac, Banners, Art, Business Cards, Copywriting, Invitations, Flyers, Brand Development, HTML 5, CSS3, JavaScript, Video Production, Screen Printing, Web Marketing, Professional Audio, Chrome DevTools
Education
Northwestern University 2005 — 2006
Advertising for Creatives, Continuing Education
The University of Texas at Austin 1994 — 1998
Bachelor's, Advertising
Razorfish November 2014 - Present
Vitamin T 2013 - November 2014
TPRB Advertising 2011 - 2012
Nuveen Investments 2007 - 2010
Ambrosi & Associates 2006 - 2007
FGS Inc. 2002 - 2006
Holt, Rinehart and Winston 1999 - 2001
Skills
Layout, Corporate Identity, Graphics, Graphic Design, Pre-press, Advertising, Art Direction, Illustrator, Posters, Image Editing, Brochures, Direct Mail, InDesign, Adobe Creative Suite, Photoshop, Logo Design, Packaging, Illustration, Print Production, Dreamweaver, Typography, Retouching, Creative Direction, Logos, Adobe Acrobat, Production, Magazines, Catalogs, Mac, Banners, Art, Business Cards, Copywriting, Invitations, Flyers, Brand Development, HTML 5, CSS3, JavaScript, Video Production, Screen Printing, Web Marketing, Professional Audio, Chrome DevTools
Education
Northwestern University 2005 — 2006
Advertising for Creatives, Continuing Education
The University of Texas at Austin 1994 — 1998
Bachelor's, Advertising
Charissa Huang Charissa Huang's Nuveen Investments Experience September 2010 - December 2010
Job Attorney
Industry Law Practice
Experience
Smith Haughey Rice & Roegge 2011 - Present
Center for Conflict Resolution January 2011 - August 2011
Nuveen Investments September 2010 - December 2010
Smith Haughey Rice & Roegge May 2010 - August 2010
U.S. District Court - Eastern District of Michigan May 2009 - August 2009
Paul Hastings August 2006 - August 2008
Kalamazoo Gazette March 2004 - August 2004
Skills
Legal Research, Legal Writing, Immigration Law, Dispute Resolution, Employment Law, Legal Issues, Alternative Dispute..., Courts, Trial Practice, Civil Litigation, Adjustment Of Status, Patent Litigation, H-1B, Immigration Issues, Litigation, Securities Regulation, Visas, L-1, Commercial Litigation
Education
Northwestern University School of Law 2008 — 2011
Juris Doctor
University of Michigan 2002 — 2006
Bachelor of Music, Bachelor of Arts
Portage Central High School 1998 — 2002
Smith Haughey Rice & Roegge 2011 - Present
Center for Conflict Resolution January 2011 - August 2011
Nuveen Investments September 2010 - December 2010
Smith Haughey Rice & Roegge May 2010 - August 2010
U.S. District Court - Eastern District of Michigan May 2009 - August 2009
Paul Hastings August 2006 - August 2008
Kalamazoo Gazette March 2004 - August 2004
Skills
Legal Research, Legal Writing, Immigration Law, Dispute Resolution, Employment Law, Legal Issues, Alternative Dispute..., Courts, Trial Practice, Civil Litigation, Adjustment Of Status, Patent Litigation, H-1B, Immigration Issues, Litigation, Securities Regulation, Visas, L-1, Commercial Litigation
Education
Northwestern University School of Law 2008 — 2011
Juris Doctor
University of Michigan 2002 — 2006
Bachelor of Music, Bachelor of Arts
Portage Central High School 1998 — 2002
Carl Katerndahl's Nuveen Investments Experience June 2011 - August 2011
Job Sales & Client Service Associate at NWQ Investment Management Company, LLC
Industry Investment Management
Experience
NWQ Investment Management Company, LLC April 2014 - Present
Northwestern Mutual December 2012 - April 2014
Nuveen Investments June 2011 - August 2011
Skills
Leadership, Sales, Value Investing, Asset Management, Equities, New Client Acquisitions, Mutual Funds, Fixed Income, Microsoft Excel, PowerPoint, Marketing, Fundraising, Nonprofits, Event Management, Customer Service, Series 7, Insurance, Asset Allocation
Education
Pepperdine University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
NWQ Investment Management Company, LLC April 2014 - Present
Northwestern Mutual December 2012 - April 2014
Nuveen Investments June 2011 - August 2011
Skills
Leadership, Sales, Value Investing, Asset Management, Equities, New Client Acquisitions, Mutual Funds, Fixed Income, Microsoft Excel, PowerPoint, Marketing, Fundraising, Nonprofits, Event Management, Customer Service, Series 7, Insurance, Asset Allocation
Education
Pepperdine University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Wendy Semkus's Nuveen Investments Experience November 2006 - December 2010
Job All Things British Aficionado
Industry Motion Pictures and Film
Experience
Capital Research Company May 2011 - March 2014
Nuveen Investments November 2006 - December 2010
AEW Capital Management November 2003 - November 2006
Prostate Cancer Foundation June 2001 - May 2002
Skills
Portfolio Management, Mutual Funds, Fixed Income, Asset Management, Derivatives
Education
Mount Saint Mary's College California
B.S., Business Administration
Capital Research Company May 2011 - March 2014
Nuveen Investments November 2006 - December 2010
AEW Capital Management November 2003 - November 2006
Prostate Cancer Foundation June 2001 - May 2002
Skills
Portfolio Management, Mutual Funds, Fixed Income, Asset Management, Derivatives
Education
Mount Saint Mary's College California
B.S., Business Administration
Jessica Rausch, MBA Jessica Rausch, MBA's Nuveen Investments Experience May 2011 - March 2014
Job Consultant at InvestTech Systems Consulting
Industry Financial Services
Experience
InvestTech Systems Consulting March 2014 - Present
Nuveen Investments May 2011 - March 2014
FAF Advisors August 2010 - May 2011
Nash Finch Company August 2003 - December 2010
Skills
Investment Management..., Asset Management, Consulting, Financial Reporting, Financial Analysis, Data Analysis, Risk Management, Strategic Financial..., Business Analysis, Solution Implementation, Project Management, Employee Training, Back Office, Coric, Portia, Business Requirements, Gap Analysis, User Acceptance Testing, System Testing, Regression Testing, Process Improvement, Problem Solving, Accounting, Data Management, Valuation, Corporate Finance, Investments, Mutual Funds, Securities, Equity, Fixed Income, Derivatives, Financial Services, Analysis, Bloomberg, Microsoft SQL Server, Access, Microsoft Excel, MBA, Financial Planning
Education
Minnesota State University, Mankato
MBA, Master's of Business Administration
Northern State University
B.S., Finance, Management
InvestTech Systems Consulting March 2014 - Present
Nuveen Investments May 2011 - March 2014
FAF Advisors August 2010 - May 2011
Nash Finch Company August 2003 - December 2010
Skills
Investment Management..., Asset Management, Consulting, Financial Reporting, Financial Analysis, Data Analysis, Risk Management, Strategic Financial..., Business Analysis, Solution Implementation, Project Management, Employee Training, Back Office, Coric, Portia, Business Requirements, Gap Analysis, User Acceptance Testing, System Testing, Regression Testing, Process Improvement, Problem Solving, Accounting, Data Management, Valuation, Corporate Finance, Investments, Mutual Funds, Securities, Equity, Fixed Income, Derivatives, Financial Services, Analysis, Bloomberg, Microsoft SQL Server, Access, Microsoft Excel, MBA, Financial Planning
Education
Minnesota State University, Mankato
MBA, Master's of Business Administration
Northern State University
B.S., Finance, Management
Craig Snyder Craig Snyder's Nuveen Investments Experience 1999 - 2005
Job Senior Regional Director NYC Metro & Mid Atlantic at William Blair & Company
Industry Financial Services
Experience
William Blair & Company October 2014 - Present
Lazard Asset Management October 2005 - 2014
Nuveen Investments 1999 - 2005
Mauger & Company June 1991 - August 1999
Skills
Separately Managed..., Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Series 63, Asset Managment, Wealth Management, Fixed Income, Investment Strategies, Portfolio Management, Capital Markets
Education
Penn State University 1984 — 1989
BS Public Service with Executive Option, Political Science and Government
William Blair & Company October 2014 - Present
Lazard Asset Management October 2005 - 2014
Nuveen Investments 1999 - 2005
Mauger & Company June 1991 - August 1999
Skills
Separately Managed..., Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Series 63, Asset Managment, Wealth Management, Fixed Income, Investment Strategies, Portfolio Management, Capital Markets
Education
Penn State University 1984 — 1989
BS Public Service with Executive Option, Political Science and Government
Anjanette Bibles Anjanette Bibles's Nuveen Investments Experience April 2011 - September 2014
Job Financial Operations Professional
Industry Financial Services
Experience
Nuveen Investments April 2011 - September 2014
The Capital Group 2006 - 2009
Capital Group 2002 - 2006
Capital Group 1999 - 2002
Capital Group 1996 - 1999
Capital Group 1994 - 1996
The Pilgrim Group January 1993 - November 1994
Skills
Bloomberg, Securities, Process Improvement, Mutual Funds, Valuation, Corporate Actions, Project Management, Equities, Training, Pricing, Data Analysis, Finance, Analysis, Trading, Reuters, Charles River IMS, Compliance, Foreign Exchange, Documentations, Management, Bloomberg Terminal, Documentation, Investments
Education
Northern Arizona University, College of Business Administration
Business Administration, Finance
Nuveen Investments April 2011 - September 2014
The Capital Group 2006 - 2009
Capital Group 2002 - 2006
Capital Group 1999 - 2002
Capital Group 1996 - 1999
Capital Group 1994 - 1996
The Pilgrim Group January 1993 - November 1994
Skills
Bloomberg, Securities, Process Improvement, Mutual Funds, Valuation, Corporate Actions, Project Management, Equities, Training, Pricing, Data Analysis, Finance, Analysis, Trading, Reuters, Charles River IMS, Compliance, Foreign Exchange, Documentations, Management, Bloomberg Terminal, Documentation, Investments
Education
Northern Arizona University, College of Business Administration
Business Administration, Finance
Benjamin Burkett's Nuveen Investments Experience January 2015 - Present
Job Internal Advisor Service Representative
Industry Investment Management
Experience
Nuveen Investments January 2015 - Present
Total Quality Logistics February 2012 - December 2014
Skills
Leadership, Microsoft Office, Logistics, Microsoft Excel, Operations Management, Cold Calling, PowerPoint, Logistics Management
Education
Northwestern University 2007 — 2011
Economics
Nuveen Investments January 2015 - Present
Total Quality Logistics February 2012 - December 2014
Skills
Leadership, Microsoft Office, Logistics, Microsoft Excel, Operations Management, Cold Calling, PowerPoint, Logistics Management
Education
Northwestern University 2007 — 2011
Economics
Lou Kafkes's Nuveen Investments Experience July 2012 - Present
Job Senior Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2012 - Present
Invesco Ltd. June 2010 - February 2012
Morgan Stanley (Van Kampen Investments) January 2003 - June 2010
Morgan Stanley (Van Kampen Investments) January 2001 - January 2003
Information Resources, Inc January 1998 - January 2001
Zenith Electronics Corporation January 1997 - January 1998
Sweetheart Cup Company, Inc January 1994 - January 1997
Skills
Executive Management, Strategic Planning, Operational Excellence, Team Building, Process Improvement, Performance Metrics, Project Execution, Financial Analysis, Financial Modeling, Data Analysis, Data Interpretation, Microsoft Office, Play-by-play, Fundraising
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Operations Management and Marketing
Northwestern University
Bachelor of Science (B.S.), Industrial Engineering and Management Science
Nuveen Investments July 2012 - Present
Invesco Ltd. June 2010 - February 2012
Morgan Stanley (Van Kampen Investments) January 2003 - June 2010
Morgan Stanley (Van Kampen Investments) January 2001 - January 2003
Information Resources, Inc January 1998 - January 2001
Zenith Electronics Corporation January 1997 - January 1998
Sweetheart Cup Company, Inc January 1994 - January 1997
Skills
Executive Management, Strategic Planning, Operational Excellence, Team Building, Process Improvement, Performance Metrics, Project Execution, Financial Analysis, Financial Modeling, Data Analysis, Data Interpretation, Microsoft Office, Play-by-play, Fundraising
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Operations Management and Marketing
Northwestern University
Bachelor of Science (B.S.), Industrial Engineering and Management Science
Jerome Contro Jerome Contro's Nuveen Investments Experience 1983 - 1999
Job BOT at Janus Capital Group
Industry Venture Capital & Private Equity
Experience
Crosslink Capital BODProsper Marketplace2011 - Present
Global Analytics 2010 - Present
Janus Capital Group 2006 - Present
Tango May 1999 - March 2008
Nuveen Investments 1983 - 1999
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1980
MBA
Northwestern University 1974 — 1978
BA, Economics
Crosslink Capital BODProsper Marketplace2011 - Present
Global Analytics 2010 - Present
Janus Capital Group 2006 - Present
Tango May 1999 - March 2008
Nuveen Investments 1983 - 1999
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1980
MBA
Northwestern University 1974 — 1978
BA, Economics
Natalie Montano Natalie Montano's Nuveen Investments Experience September 2012 - December 2012
Job Associate at Allen & Overy
Industry Law Practice
Experience
Allen & Overy September 2013 - Present
Northwestern University School of Law August 2010 - May 2013
Nuveen Investments September 2012 - December 2012
Allen & Overy May 2012 - August 2012
Credit Suisse June 2012 - June 2012
Coordinated Advice and Referral Program for Legal Services June 2011 - August 2011
Marion's Inn LLP November 2008 - October 2009
Pearson Education June 2008 - September 2008
Summerfuel 2007 - 2007
Skills
Public Speaking, Legal Research, Research, Legal Writing, Public Policy, Westlaw, Litigation, International Relations
Education
Northwestern University School of Law 2010 — 2013
JD
University of California, Berkeley 2004 — 2008
BA, English
UC Center Paris 2006 — 2006
French Cultural and Language Studies
Allen & Overy September 2013 - Present
Northwestern University School of Law August 2010 - May 2013
Nuveen Investments September 2012 - December 2012
Allen & Overy May 2012 - August 2012
Credit Suisse June 2012 - June 2012
Coordinated Advice and Referral Program for Legal Services June 2011 - August 2011
Marion's Inn LLP November 2008 - October 2009
Pearson Education June 2008 - September 2008
Summerfuel 2007 - 2007
Skills
Public Speaking, Legal Research, Research, Legal Writing, Public Policy, Westlaw, Litigation, International Relations
Education
Northwestern University School of Law 2010 — 2013
JD
University of California, Berkeley 2004 — 2008
BA, English
UC Center Paris 2006 — 2006
French Cultural and Language Studies
Barry Sagraves Barry Sagraves's Nuveen Investments Experience 1996 - 2000
Job Managing Director at Juniper Advisory
Industry Hospital & Health Care
Experience
Juniper Advisory May 2011 - Present
Bury Street Capital 2008 - April 2011
Northern Trust Global Investments 2003 - 2007
Martin Currie 2000 - 2003
Nuveen Investments 1996 - 2000
John Nuveen & Company 1988 - 1996
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MM
Yale University 1979 — 1983
BA, Economics
Juniper Advisory May 2011 - Present
Bury Street Capital 2008 - April 2011
Northern Trust Global Investments 2003 - 2007
Martin Currie 2000 - 2003
Nuveen Investments 1996 - 2000
John Nuveen & Company 1988 - 1996
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MM
Yale University 1979 — 1983
BA, Economics
Liz Ott Liz Ott's Nuveen Investments Experience June 2007 - November 2010
Job Partner Programs Operations Manager, YouTube Global Spaces at YouTube
Industry Internet
Experience
YouTube May 2015 - Present
YouTube January 2013 - May 2015
Taproot Foundation January 2008 - March 2013
Google November 2010 - January 2013
Nuveen Investments June 2007 - November 2010
UBS Global Asset Management May 2005 - July 2007
American Stock Exchange September 2004 - May 2005
Institute for the Quantitative Study of Society (SIQSS) July 2003 - July 2004
Skills
Equities, Analysis, Portfolio Management, Valuation, Investments, Quantitative Analytics, Digital Media, Financial Markets, Mutual Funds, Financial Modeling, Microsoft Excel, Market Analysis, Management, SQL, Strategy, Digital Strategy, Analytics, Finance, Digital Marketing, Online Advertising, Strategic Planning, Business Strategy, Marketing, Advertising, Program Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance, Marketing
Stanford University 2003 — 2004
MA, Media Studies
Stanford University 1999 — 2003
BA, Economics/Public Policy
YouTube May 2015 - Present
YouTube January 2013 - May 2015
Taproot Foundation January 2008 - March 2013
Google November 2010 - January 2013
Nuveen Investments June 2007 - November 2010
UBS Global Asset Management May 2005 - July 2007
American Stock Exchange September 2004 - May 2005
Institute for the Quantitative Study of Society (SIQSS) July 2003 - July 2004
Skills
Equities, Analysis, Portfolio Management, Valuation, Investments, Quantitative Analytics, Digital Media, Financial Markets, Mutual Funds, Financial Modeling, Microsoft Excel, Market Analysis, Management, SQL, Strategy, Digital Strategy, Analytics, Finance, Digital Marketing, Online Advertising, Strategic Planning, Business Strategy, Marketing, Advertising, Program Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance, Marketing
Stanford University 2003 — 2004
MA, Media Studies
Stanford University 1999 — 2003
BA, Economics/Public Policy
Lisa Barbacane Lisa Barbacane's Nuveen Investments Experience January 2007 - December 2009
Job Fixed Income Portfolio Manager Support at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management February 2014 - Present
Morgan Stanley Investment Management March 2012 - February 2014
BNY Mellon November 2010 - February 2012
Nuveen Investments January 2007 - December 2009
Nuveen Investments January 1999 - December 2006
Education
Penn State University
Morgan Stanley Investment Management February 2014 - Present
Morgan Stanley Investment Management March 2012 - February 2014
BNY Mellon November 2010 - February 2012
Nuveen Investments January 2007 - December 2009
Nuveen Investments January 1999 - December 2006
Education
Penn State University
Kyle Thompson Kyle Thompson's Nuveen Investments Experience September 1998 - September 1999
Job Director of Strategy, Planning, and Operations
Industry Information Technology and Services
Experience
Kaiser Permanente IT September 2004 - Present
Huron Consulting Group March 2003 - September 2005
CCP Global September 1999 - March 2003
Nuveen Investments September 1998 - September 1999
Skills
Problem Solving, Coaching, Process Engineering, IT Strategy, Business Process, ERP, Outsourcing, Strategy, Management Consulting, Business Transformation, Management, Enterprise Software, Business Process...
Education
Loyola University of Chicago - Graduate School of Business
MBA, Dual - Operations Management & Management of Information Systems
University of Illinois at Urbana-Champaign
BS, Economics
lane tech
Kaiser Permanente IT September 2004 - Present
Huron Consulting Group March 2003 - September 2005
CCP Global September 1999 - March 2003
Nuveen Investments September 1998 - September 1999
Skills
Problem Solving, Coaching, Process Engineering, IT Strategy, Business Process, ERP, Outsourcing, Strategy, Management Consulting, Business Transformation, Management, Enterprise Software, Business Process...
Education
Loyola University of Chicago - Graduate School of Business
MBA, Dual - Operations Management & Management of Information Systems
University of Illinois at Urbana-Champaign
BS, Economics
lane tech
Eric Jakimas Eric Jakimas's Nuveen Investments Experience March 2011 - February 2013
Job
Industry Information Technology and Services
Experience
IBM January 2015 - Present
eBCDR June 2000 - December 2014
E*TRADE Financial Corporation 2013 - 2014
Nuveen Investments March 2011 - February 2013
SITA 2010 - 2011
CME Group July 2009 - September 2009
Magnetar Capital May 2008 - November 2008
UBS Alternative and Quantitative Investments LLC January 2005 - October 2007
UBS O'Connor (UBS Alternative and Quantitative Investments LLC) January 2005 - October 2007
CME Group January 2002 - January 2005
Skills
Project Management, Business Process, Information Security, Requirements Analysis, Quality Assurance, Business Continuity..., Disaster Recovery, Vendor Management, Test Management, Trading Systems, SOX Compliancy, PMO Services, Networking, SAN, VMware ESX, Technical Documentation, Crisis Management, Virtualization, Business Continuity, Data Center, Strategy, SDLC, Management, IT Operations, Enterprise Software, Program Management, Security, IT Management, Information Technology, Governance, Network Security, Windows Server, IT Strategy, Firewalls, Storage, IT Service Management, Change Management, Risk Assessment, Solution Architecture, Professional Services, Consulting, Enterprise Architecture, ITIL, High Availability, Troubleshooting, PMO, VPN, Project Portfolio..., Integration, Infrastructure
Education
Montclair State University
BS, Business Administration
IBM January 2015 - Present
eBCDR June 2000 - December 2014
E*TRADE Financial Corporation 2013 - 2014
Nuveen Investments March 2011 - February 2013
SITA 2010 - 2011
CME Group July 2009 - September 2009
Magnetar Capital May 2008 - November 2008
UBS Alternative and Quantitative Investments LLC January 2005 - October 2007
UBS O'Connor (UBS Alternative and Quantitative Investments LLC) January 2005 - October 2007
CME Group January 2002 - January 2005
Skills
Project Management, Business Process, Information Security, Requirements Analysis, Quality Assurance, Business Continuity..., Disaster Recovery, Vendor Management, Test Management, Trading Systems, SOX Compliancy, PMO Services, Networking, SAN, VMware ESX, Technical Documentation, Crisis Management, Virtualization, Business Continuity, Data Center, Strategy, SDLC, Management, IT Operations, Enterprise Software, Program Management, Security, IT Management, Information Technology, Governance, Network Security, Windows Server, IT Strategy, Firewalls, Storage, IT Service Management, Change Management, Risk Assessment, Solution Architecture, Professional Services, Consulting, Enterprise Architecture, ITIL, High Availability, Troubleshooting, PMO, VPN, Project Portfolio..., Integration, Infrastructure
Education
Montclair State University
BS, Business Administration
Brad Yocum's Nuveen Investments Experience January 2015 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2015 - Present
Advisors Asset Management, Inc. September 2010 - December 2014
Skills
Series 7, Securities, Series 63, Alternative Investments, Bloomberg, Asset Allocation, Investments, Equities, Asset Managment, Series 65, Bloomberg Terminal, Uniform Combined State..., Mutual Funds
Education
Rider University 2006 — 2010
A Bachelor's Degree, Finance
Pleasant Valley High School 2002 — 2006
Nuveen Investments January 2015 - Present
Advisors Asset Management, Inc. September 2010 - December 2014
Skills
Series 7, Securities, Series 63, Alternative Investments, Bloomberg, Asset Allocation, Investments, Equities, Asset Managment, Series 65, Bloomberg Terminal, Uniform Combined State..., Mutual Funds
Education
Rider University 2006 — 2010
A Bachelor's Degree, Finance
Pleasant Valley High School 2002 — 2006
Ken Fincher Ken Fincher's Nuveen Investments Experience 1989 - 2006
Job Senior Vice President Portfolio Manager at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios January 2009 - Present
First Trust Portfolios November 2008 - May 2014
Calamos Investments 2006 - October 2008
Nuveen Investments 1989 - 2006
Skills
Series 7, ETFs, Mutual Funds, Asset Allocation, Valuation, Financial Markets, Asset Management, Securities, Series 63, Separately Managed..., Hedge Funds, Alternative Investments, Investments, Equities, Fixed Income, Wealth Management, Bonds, Business Development, Derivatives, Bloomberg, Financial Services, Investment Strategies, Investment Advisory, Portfolio Management, Financial Modeling, Risk Management, Investment Management, Capital Markets, Strategic Planning
Education
Quinlan School of Business, Loyola University Chicago 1992 — 1994
MBA, Finance
Michigan State University 1984 — 1988
BA, Finance
First Trust Portfolios January 2009 - Present
First Trust Portfolios November 2008 - May 2014
Calamos Investments 2006 - October 2008
Nuveen Investments 1989 - 2006
Skills
Series 7, ETFs, Mutual Funds, Asset Allocation, Valuation, Financial Markets, Asset Management, Securities, Series 63, Separately Managed..., Hedge Funds, Alternative Investments, Investments, Equities, Fixed Income, Wealth Management, Bonds, Business Development, Derivatives, Bloomberg, Financial Services, Investment Strategies, Investment Advisory, Portfolio Management, Financial Modeling, Risk Management, Investment Management, Capital Markets, Strategic Planning
Education
Quinlan School of Business, Loyola University Chicago 1992 — 1994
MBA, Finance
Michigan State University 1984 — 1988
BA, Finance
Kelcie Kuchenrither's Nuveen Investments Experience June 2013 - August 2013
Job Research Specialist
Industry Financial Services
Experience
Spencer Stuart May 2014 - Present
Nuveen Investments June 2013 - August 2013
European American Chamber of Commerce January 2013 - June 2013
Ohio University Academic Advancement Center August 2012 - June 2013
Lebanese International University September 2012 - January 2013
Harvard University September 2012 - January 2013
Institute of Cultural Affairs Ghana January 2012 - October 2012
Saigon Commercial Bank September 2011 - January 2012
Smith and Robertson L.L.P May 2011 - August 2011
Skills
Bloomberg Software, Spanish, SharePoint Designer, Financial Research, Student Leadership, Market Research, Salespage, CRM Integration, Marketing, Editing, Leadership, CRM, Competitive Analysis, Research, Access, Finance
Education
Ohio University 2010 — 2014
Bachelor's degree, English Major; Communication Studies Minor; Global Leadership Program, Senior
Marjory Stoneman Douglas High School 2007 — 2010
Spencer Stuart May 2014 - Present
Nuveen Investments June 2013 - August 2013
European American Chamber of Commerce January 2013 - June 2013
Ohio University Academic Advancement Center August 2012 - June 2013
Lebanese International University September 2012 - January 2013
Harvard University September 2012 - January 2013
Institute of Cultural Affairs Ghana January 2012 - October 2012
Saigon Commercial Bank September 2011 - January 2012
Smith and Robertson L.L.P May 2011 - August 2011
Skills
Bloomberg Software, Spanish, SharePoint Designer, Financial Research, Student Leadership, Market Research, Salespage, CRM Integration, Marketing, Editing, Leadership, CRM, Competitive Analysis, Research, Access, Finance
Education
Ohio University 2010 — 2014
Bachelor's degree, English Major; Communication Studies Minor; Global Leadership Program, Senior
Marjory Stoneman Douglas High School 2007 — 2010
Shaun Godfrey Shaun Godfrey's Nuveen Investments Experience September 1991 - July 1997
Job System Administrator Leader at Hyatt
Industry Information Technology and Services
Experience
Hyatt Hotels Corporation September 2007 - Present
Lucent Technologies December 2004 - April 2007
World Color / Quebecor July 1997 - November 2004
Nuveen Investments September 1991 - July 1997
Bell Laboratories July 1988 - August 1991
Sears, Roebuck and Co. July 1987 - July 1988
Skills
Servers, Unix, Disaster Recovery, DNS, System Administration, VMware, Vendor Management, IT Management, Integration, Data Center, Virtualization, IT Strategy, Troubleshooting, Active Directory, System Deployment, VMware ESX, IT Service Management
Education
North Central College 1984 — 1987
BS, Computer Science
Hyatt Hotels Corporation September 2007 - Present
Lucent Technologies December 2004 - April 2007
World Color / Quebecor July 1997 - November 2004
Nuveen Investments September 1991 - July 1997
Bell Laboratories July 1988 - August 1991
Sears, Roebuck and Co. July 1987 - July 1988
Skills
Servers, Unix, Disaster Recovery, DNS, System Administration, VMware, Vendor Management, IT Management, Integration, Data Center, Virtualization, IT Strategy, Troubleshooting, Active Directory, System Deployment, VMware ESX, IT Service Management
Education
North Central College 1984 — 1987
BS, Computer Science
Michael Jurecki, CFA's Nuveen Investments Experience April 1998 - July 2014
Job Corporate Development Executive Mergers and Acquisitions, Strategic Planning, Financial Analysis and Investments
Industry Investment Management
Experience
Nuveen Investments April 1998 - July 2014
Van Kampen Investments 1992 - 1998
Nuveen Investments 1991 - 1992
Skills
Mergers & Acquisitions, Corporate Strategy..., Valuation, Negotiation, Due Diligence, Financial Modeling, Financial Analysis, Equities, Asset Management, Private Equity, Investments, Alternative Investments, Capital Markets, Seed Capital, Hedge Funds, Investment Strategies, Portfolio Management, Investment Management, Strategy, Fixed Income, Finance
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Management, Finance, Marketing, International Business
University of Illinois at Urbana-Champaign - College of Business 1988 — 1991
Bachelor of Science (BS), Finance, General
Nuveen Investments April 1998 - July 2014
Van Kampen Investments 1992 - 1998
Nuveen Investments 1991 - 1992
Skills
Mergers & Acquisitions, Corporate Strategy..., Valuation, Negotiation, Due Diligence, Financial Modeling, Financial Analysis, Equities, Asset Management, Private Equity, Investments, Alternative Investments, Capital Markets, Seed Capital, Hedge Funds, Investment Strategies, Portfolio Management, Investment Management, Strategy, Fixed Income, Finance
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Management, Finance, Marketing, International Business
University of Illinois at Urbana-Champaign - College of Business 1988 — 1991
Bachelor of Science (BS), Finance, General
Lauren Patrick's Nuveen Investments Experience June 2006 - September 2006
Job Organizational Change Management Consulting, Capgemini
Industry Management Consulting
Experience
Capgemini August 2007 - Present
Nuveen Investments June 2006 - September 2006
UBS Investment Bank June 2005 - August 2005
JPMorgan Chase June 2001 - June 2005
Skills
Change Management, Management Consulting, Strategy, Business Analysis, CRM, Business Process..., Competitive Analysis, Management, Analysis, Business Strategy, Business Transformation, IT Strategy, Program Management, Business Process, Sales, Leading..., Training & Development, Project Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Marketing and Management & Strategy
Yale University 1996 — 2000
BA, History
Capgemini August 2007 - Present
Nuveen Investments June 2006 - September 2006
UBS Investment Bank June 2005 - August 2005
JPMorgan Chase June 2001 - June 2005
Skills
Change Management, Management Consulting, Strategy, Business Analysis, CRM, Business Process..., Competitive Analysis, Management, Analysis, Business Strategy, Business Transformation, IT Strategy, Program Management, Business Process, Sales, Leading..., Training & Development, Project Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Marketing and Management & Strategy
Yale University 1996 — 2000
BA, History
Zarine Talati's Nuveen Investments Experience September 2011 - May 2012
Job Project Manager/ Business analyst at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group January 2013 - Present
Nuveen Investments September 2011 - May 2012
UBS Investment Bank June 2010 - August 2011
UBS Investment Bank May 2007 - May 2010
Credit Suisse 2005 - May 2007
Apex Technology Group August 2004 - May 2007
Merrill Lynch 2004 - 2005
Nexgenix 2000 - 2001
Skills
Reference Data, Derivatives, Options, Equities, Fixed Income, Trading Systems, Sybase, SDLC, Capital Markets, Trading, Investment Banking, Market Data, Electronic Trading, Middle Office, Risk Management, Credit Derivatives, FX Options, Bloomberg, Market Risk, Equity Derivatives, Interest Rate..., Business Analysis, Requirements Gathering, Requirements Analysis
Education
New Jersey Institute of Technology 2001 — 2002
MS, Management Information Systems
MMK College (Bombay University) 1995 — 2000
B Com, Financial Accounting & Economics
Apostolic Carmel High School 1984 — 1995
NYSSA
Macquarie Group January 2013 - Present
Nuveen Investments September 2011 - May 2012
UBS Investment Bank June 2010 - August 2011
UBS Investment Bank May 2007 - May 2010
Credit Suisse 2005 - May 2007
Apex Technology Group August 2004 - May 2007
Merrill Lynch 2004 - 2005
Nexgenix 2000 - 2001
Skills
Reference Data, Derivatives, Options, Equities, Fixed Income, Trading Systems, Sybase, SDLC, Capital Markets, Trading, Investment Banking, Market Data, Electronic Trading, Middle Office, Risk Management, Credit Derivatives, FX Options, Bloomberg, Market Risk, Equity Derivatives, Interest Rate..., Business Analysis, Requirements Gathering, Requirements Analysis
Education
New Jersey Institute of Technology 2001 — 2002
MS, Management Information Systems
MMK College (Bombay University) 1995 — 2000
B Com, Financial Accounting & Economics
Apostolic Carmel High School 1984 — 1995
NYSSA
Julia Antonatos's Nuveen Investments Experience September 1995 - May 2008
Job Board of Directors, Gaylord & Dorothy Donnelley Foundation
Industry Nonprofit Organization Management
Experience
Nuveen Investments September 1995 - May 2008
City of Chicago June 1994 - September 1995
Skills
Management, Alternative Investments, Asset Management, Investments, Series 7, Hedge Funds, Asset Allocation, Equities, Mutual Funds, Investment Management, Securities, Portfolio Management, Fundraising, Nonprofits, Due Diligence, Financial Modeling, Investment Strategies, Fixed Income, Private Equity, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance and Marketing
Wellesley College 1981 — 1985
BA, Art History
Nuveen Investments September 1995 - May 2008
City of Chicago June 1994 - September 1995
Skills
Management, Alternative Investments, Asset Management, Investments, Series 7, Hedge Funds, Asset Allocation, Equities, Mutual Funds, Investment Management, Securities, Portfolio Management, Fundraising, Nonprofits, Due Diligence, Financial Modeling, Investment Strategies, Fixed Income, Private Equity, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance and Marketing
Wellesley College 1981 — 1985
BA, Art History
Phil Gawron (CISSP)'s Nuveen Investments Experience July 2013 - Present
Job Sr. IT Security Engineer at Nuveen Investments
Industry Computer & Network Security
Experience
Nuveen Investments July 2013 - Present
Trustwave December 2011 - July 2013
MF Global November 1997 - November 2011
Skills
Information Security..., Security, Information Security, PCI DSS, Penetration Testing, Disaster Recovery, Firewalls, Data Security, Active Directory, Information Technology, Linux, Network Security, Infrastructure, Computer Security, CISSP, IT Audit, Leadership, Business Continuity, Data Center, Vulnerability Management, Sarbanes-Oxley Act, Unix, Risk Management, ISO 27001, Vulnerability Assessment, IT Operations, ITIL, IT Management, IDS, Application Security, Enterprise Architecture, DLP, CISA, SIEM, Vulnerability Scanning, Software Development, Governance, Web Application Security, VPN, Internet Security, Encryption, Security Audits, Network Architecture, Juniper, Virtualization, Intrusion Detection, IPS, Snort
Education
Purdue University Calumet 1984 — 1986
Nuveen Investments July 2013 - Present
Trustwave December 2011 - July 2013
MF Global November 1997 - November 2011
Skills
Information Security..., Security, Information Security, PCI DSS, Penetration Testing, Disaster Recovery, Firewalls, Data Security, Active Directory, Information Technology, Linux, Network Security, Infrastructure, Computer Security, CISSP, IT Audit, Leadership, Business Continuity, Data Center, Vulnerability Management, Sarbanes-Oxley Act, Unix, Risk Management, ISO 27001, Vulnerability Assessment, IT Operations, ITIL, IT Management, IDS, Application Security, Enterprise Architecture, DLP, CISA, SIEM, Vulnerability Scanning, Software Development, Governance, Web Application Security, VPN, Internet Security, Encryption, Security Audits, Network Architecture, Juniper, Virtualization, Intrusion Detection, IPS, Snort
Education
Purdue University Calumet 1984 — 1986
Randy Kutchek's Nuveen Investments Experience October 2004 - Present
Job V.P. Advisor Consultant / Wholesaler Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 2004 - Present
Skills
Series 7, Mutual Funds, Series 63, Series 65, Asset Allocation, ETFs, Uniform Combined State..., Investments, Wealth Management, Fixed Income, Alternative Investments, Asset Managment, Investment Strategies, Securities, Investment Advisory, Managing Accounts, Retirement Planning, Equities, Series 24, Investment Management
Education
North Park University 1992 — 1996
Nuveen Investments October 2004 - Present
Skills
Series 7, Mutual Funds, Series 63, Series 65, Asset Allocation, ETFs, Uniform Combined State..., Investments, Wealth Management, Fixed Income, Alternative Investments, Asset Managment, Investment Strategies, Securities, Investment Advisory, Managing Accounts, Retirement Planning, Equities, Series 24, Investment Management
Education
North Park University 1992 — 1996
Jonathan Litfin's Nuveen Investments Experience October 2011 - April 2014
Job Software Engineer
Industry Computer Software
Experience
PaySpan October 2014 - Present
Nuveen Investments October 2011 - April 2014
Efficient Capital Management March 2008 - November 2010
Efficient Capital Management April 2006 - March 2008
Avanade May 2005 - April 2006
Skills
Software Development, LINQ, Databases, Technical Architecture, Microsoft SQL Server, Enterprise Architecture, Requirements Analysis, C#, IIS, .NET, Windows, SQL, Business Intelligence, Web Services, Application Architecture, Visual Studio, Solution Architecture, XML, SOA, T-SQL, ASP.NET, Integration, SDLC, Strategic Planning, ASP.NET MVC, MSMQ, jQuery, Risk Management, Architecture, JavaScript, Database Design, Software Design, SSRS, Agile Methodologies, TFS, Data Modeling, Architectures
Education
Northern Illinois University 2002 — 2004
MS, Computer Science
Wheaton College 1994 — 1998
BA, Philosophy
PaySpan October 2014 - Present
Nuveen Investments October 2011 - April 2014
Efficient Capital Management March 2008 - November 2010
Efficient Capital Management April 2006 - March 2008
Avanade May 2005 - April 2006
Skills
Software Development, LINQ, Databases, Technical Architecture, Microsoft SQL Server, Enterprise Architecture, Requirements Analysis, C#, IIS, .NET, Windows, SQL, Business Intelligence, Web Services, Application Architecture, Visual Studio, Solution Architecture, XML, SOA, T-SQL, ASP.NET, Integration, SDLC, Strategic Planning, ASP.NET MVC, MSMQ, jQuery, Risk Management, Architecture, JavaScript, Database Design, Software Design, SSRS, Agile Methodologies, TFS, Data Modeling, Architectures
Education
Northern Illinois University 2002 — 2004
MS, Computer Science
Wheaton College 1994 — 1998
BA, Philosophy
Jennifer Marling's Nuveen Investments Experience 2008 - 2015
Job AVP, Senior Security Analyst, Infrastructure Technology Services at Nuveen Investments
Industry Financial Services
Experience
Nuveen Securities, LLC September 2008 - Present
Nuveen Investments 2008 - 2015
Nuveen Investments April 2005 - September 2008
Ariel Investments 2002 - 2004
UBS Financial Services 1993 - 2002
The National Trust for Historic Preservation 1993 - 1994
Performing Arts Chicago 1992 - 1993
Michigan Opera Theatre 1989 - 1992
Education
Barrington High School
High School, Pre-College
Michigan State University
B.A., English, Minors in Film Studies and Theater
Nuveen Securities, LLC September 2008 - Present
Nuveen Investments 2008 - 2015
Nuveen Investments April 2005 - September 2008
Ariel Investments 2002 - 2004
UBS Financial Services 1993 - 2002
The National Trust for Historic Preservation 1993 - 1994
Performing Arts Chicago 1992 - 1993
Michigan Opera Theatre 1989 - 1992
Education
Barrington High School
High School, Pre-College
Michigan State University
B.A., English, Minors in Film Studies and Theater
Greg Bottjer, CFA's Nuveen Investments Experience March 2007 - Present
Job Managing Director Head of Product Strategy
Industry Investment Management
Experience
Nuveen Investments March 2007 - Present
PNC Wealth Management July 2002 - March 2007
Salomon Smith Barney January 1995 - June 2000
Skills
Series 7, Portfolio Management, Fixed Income, Alternative Investments, Equities, Mutual Funds, Investments, Hedge Funds, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Securities
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Penn State University 1989 — 1993
BS, Economics
Nuveen Investments March 2007 - Present
PNC Wealth Management July 2002 - March 2007
Salomon Smith Barney January 1995 - June 2000
Skills
Series 7, Portfolio Management, Fixed Income, Alternative Investments, Equities, Mutual Funds, Investments, Hedge Funds, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Securities
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Penn State University 1989 — 1993
BS, Economics
Ravi Paleti's Nuveen Investments Experience December 2002 - Present
Job Assistant Vice President, IT for Sales & Marketing at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments December 2002 - Present
Ajilon LLC September 1996 - December 2002
United Airlines February 2000 - September 2001
MCI September 1996 - January 2000
Skills
SDLC, Data Warehousing, Requirements Analysis, SSIS, Troubleshooting, Business Analysis, SQL, Disaster Recovery, Microsoft SQL Server, Visio
Education
University of Oklahoma 1993 — 1996
MS
Osmania University 1989 — 1993
Bachelor of Engg
Nuveen Investments December 2002 - Present
Ajilon LLC September 1996 - December 2002
United Airlines February 2000 - September 2001
MCI September 1996 - January 2000
Skills
SDLC, Data Warehousing, Requirements Analysis, SSIS, Troubleshooting, Business Analysis, SQL, Disaster Recovery, Microsoft SQL Server, Visio
Education
University of Oklahoma 1993 — 1996
MS
Osmania University 1989 — 1993
Bachelor of Engg
Robin Freeman's Nuveen Investments Experience 1995 - November 2012
Job Assistant Chief Compliance Officer at Legal & General Investment Management America
Industry Financial Services
Experience
Legal & General Investment Management America February 2015 - Present
Legal & General Investment Management America January 2014 - February 2015
In Transition November 2012 - December 2013
Nuveen Investments 1995 - November 2012
Sidley Austin LLP February 1989 - January 1995
Skills
Securities, Series 7, Mutual Funds, FINRA, Hedge Funds, Risk Management, Alternative Investments, Series 24, Series 63, AML, Fixed Income, Executive Management, Broker-Dealer, Privacy Compliance, Investment Advisory, MSRB, Closed-end Funds, CTA/CPO Registrations, Asset Management, Series 65, Equities, Uniform Combined State..., Due Diligence, Securities Regulation, Investment Management
Education
The Philadelphia Institute 1988 — 1989
Paralegal Certificate, International Trade Law and Business
Purdue University 1984 — 1988
Bachelor of Science (B.S.), Political Science and Government
Legal & General Investment Management America February 2015 - Present
Legal & General Investment Management America January 2014 - February 2015
In Transition November 2012 - December 2013
Nuveen Investments 1995 - November 2012
Sidley Austin LLP February 1989 - January 1995
Skills
Securities, Series 7, Mutual Funds, FINRA, Hedge Funds, Risk Management, Alternative Investments, Series 24, Series 63, AML, Fixed Income, Executive Management, Broker-Dealer, Privacy Compliance, Investment Advisory, MSRB, Closed-end Funds, CTA/CPO Registrations, Asset Management, Series 65, Equities, Uniform Combined State..., Due Diligence, Securities Regulation, Investment Management
Education
The Philadelphia Institute 1988 — 1989
Paralegal Certificate, International Trade Law and Business
Purdue University 1984 — 1988
Bachelor of Science (B.S.), Political Science and Government
Margot Asher Kleinman's Nuveen Investments Experience October 2009 - Present
Job Vice PresidentSenior Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 2009 - Present
Moody's Investor Service June 2006 - October 2009
Credit Suisse July 2002 - August 2003
Skills
Fixed Income, Municipal Bonds, High Yield Bonds, Higher Education, Charter Schools
Education
New York University 2004 — 2006
MPA, Public Finance
University of Pennsylvania 1998 — 2002
Bachelor's degree, History
Nuveen Investments October 2009 - Present
Moody's Investor Service June 2006 - October 2009
Credit Suisse July 2002 - August 2003
Skills
Fixed Income, Municipal Bonds, High Yield Bonds, Higher Education, Charter Schools
Education
New York University 2004 — 2006
MPA, Public Finance
University of Pennsylvania 1998 — 2002
Bachelor's degree, History
Lisa Den Besten's Nuveen Investments Experience June 2000 - April 2007
Job Senior Project Manager at First Trust
Industry Information Technology and Services
Experience
First Trust June 2012 - Present
First Trust Portfolios August 2007 - Present
League of Women Voters, LaGrange Area July 2008 - June 2012
Nuveen Investments June 2000 - April 2007
CGI Consulting November 1997 - June 2000
Chicago Board Options Exchange November 1986 - November 1997
Continental Illinois National Bank February 1982 - November 1986
Skills
Business Analysis, Project Management, Databases, Data Warehousing, Software Development, Visio, Vendor Management, Equities, SQL, Risk Management, Fixed Income, Management, Requirements Gathering, CRM, Database Design, Software Documentation, Analysis
Education
Purdue University - Krannert School of Management 1977 — 1981
BS, Industrial Management
First Trust June 2012 - Present
First Trust Portfolios August 2007 - Present
League of Women Voters, LaGrange Area July 2008 - June 2012
Nuveen Investments June 2000 - April 2007
CGI Consulting November 1997 - June 2000
Chicago Board Options Exchange November 1986 - November 1997
Continental Illinois National Bank February 1982 - November 1986
Skills
Business Analysis, Project Management, Databases, Data Warehousing, Software Development, Visio, Vendor Management, Equities, SQL, Risk Management, Fixed Income, Management, Requirements Gathering, CRM, Database Design, Software Documentation, Analysis
Education
Purdue University - Krannert School of Management 1977 — 1981
BS, Industrial Management
Thomas Winston's Nuveen Investments Experience June 1992 - August 1998
Job VP, Administration & Chief Financial Officer at Toledo Lucas County Port Authority
Industry Transportation/Trucking/Railroad
Experience
Toledo - Lucas County Port Authority June 2010 - Present
Owens Corning January 2008 - December 2010
Owens Corning November 2003 - December 2007
Bergen Community College 2002 - 2003
Pfizer Pharmaceuticals August 1998 - January 2001
Nuveen Investments June 1992 - August 1998
Skills
Financial Analysis
Education
Quinlan School of Business, Loyola University Chicago 1994 — 1998
MBA, Finance, Marketing
Ohio Wesleyan University 1988 — 1992
B.A., Economics, Philosophy
Toledo - Lucas County Port Authority June 2010 - Present
Owens Corning January 2008 - December 2010
Owens Corning November 2003 - December 2007
Bergen Community College 2002 - 2003
Pfizer Pharmaceuticals August 1998 - January 2001
Nuveen Investments June 1992 - August 1998
Skills
Financial Analysis
Education
Quinlan School of Business, Loyola University Chicago 1994 — 1998
MBA, Finance, Marketing
Ohio Wesleyan University 1988 — 1992
B.A., Economics, Philosophy
Joshua Beardsley, Esq.'s Nuveen Investments Experience September 2014 - May 2015
Job Assistant Vice President, Portfolio Compliance at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2014 - May 2015
Options Clearing Corp March 2014 - August 2014
INTL FCStone Inc. November 2011 - March 2014
Accenture April 2010 - November 2011
UBP Asset Management December 2009 - March 2010
KPMG November 2005 - October 2009
Public Policy Forum 1999 - 2000
Skills
Derivatives, Risk Management, Management, Asset Management, Financial Analysis, Due Diligence, Operational Risk, Banking, Enterprise Risk..., Financial Services, Financial Risk, Investment Banking, Commodity, Internal Controls, AML, Securities, Accounting, Alternative Investments, Hedge Funds, Capital Markets, Investments, Project Management, Financial Markets, Anti Money Laundering
Education
New York Law School 2000 — 2003
Doctor of Law (J.D.)
University of Wisconsin-Milwaukee 1995 — 1999
Bachelor of Science, Criminal Justice/Police Science
Nuveen Investments September 2014 - May 2015
Options Clearing Corp March 2014 - August 2014
INTL FCStone Inc. November 2011 - March 2014
Accenture April 2010 - November 2011
UBP Asset Management December 2009 - March 2010
KPMG November 2005 - October 2009
Public Policy Forum 1999 - 2000
Skills
Derivatives, Risk Management, Management, Asset Management, Financial Analysis, Due Diligence, Operational Risk, Banking, Enterprise Risk..., Financial Services, Financial Risk, Investment Banking, Commodity, Internal Controls, AML, Securities, Accounting, Alternative Investments, Hedge Funds, Capital Markets, Investments, Project Management, Financial Markets, Anti Money Laundering
Education
New York Law School 2000 — 2003
Doctor of Law (J.D.)
University of Wisconsin-Milwaukee 1995 — 1999
Bachelor of Science, Criminal Justice/Police Science
Eric Parson's Nuveen Investments Experience July 2013 - July 2014
Job Senior Engineer, Storage and Servers at IRI
Industry Market Research
Experience
IRI November 2014 - Present
Nuveen Investments July 2013 - July 2014
US Cellular January 2006 - May 2013
AON Corporation 2002 - 2006
Sayers 1999 - 2002
Chicago Tribune 1998 - 1999
US Robotics/3Com 1995 - 1998
Skills
Data Center, Disaster Recovery, Unix, Solaris, SAN, Storage, Cluster, Cisco Technologies, Virtualization, Wireless, Cloud Computing, High Availability, VMware, VMware ESX, EMC Storage, Security, Operating Systems, TCP/IP, Networking, Netbackup, Network Design, Hardware, Switches, Troubleshooting, Servers, Backup & Restore, Linux, Telecommunications, Storage Area Networks, VMware Infrastructure, Brocade, Clariion, Symmetrix, NetBackup
Education
Purdue University 1990 — 1992
MS, Statistics
St. Olaf College 1986 — 1990
Bachelor of Arts (BA), Mathematics and Statistics
IRI November 2014 - Present
Nuveen Investments July 2013 - July 2014
US Cellular January 2006 - May 2013
AON Corporation 2002 - 2006
Sayers 1999 - 2002
Chicago Tribune 1998 - 1999
US Robotics/3Com 1995 - 1998
Skills
Data Center, Disaster Recovery, Unix, Solaris, SAN, Storage, Cluster, Cisco Technologies, Virtualization, Wireless, Cloud Computing, High Availability, VMware, VMware ESX, EMC Storage, Security, Operating Systems, TCP/IP, Networking, Netbackup, Network Design, Hardware, Switches, Troubleshooting, Servers, Backup & Restore, Linux, Telecommunications, Storage Area Networks, VMware Infrastructure, Brocade, Clariion, Symmetrix, NetBackup
Education
Purdue University 1990 — 1992
MS, Statistics
St. Olaf College 1986 — 1990
Bachelor of Arts (BA), Mathematics and Statistics
Jon Vest's Nuveen Investments Experience September 2013 - Present
Job AVP, Application Architecture at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2013 - Present
JMV Solutions LLC June 2013 - September 2013
AlphaMetrix April 2013 - June 2013
AlphaMetrix December 2010 - April 2013
Spectrum Global Fund Administration April 2003 - December 2010
ABN AMRO 1993 - 2003
Wealthmetrics.com 2000 - 2001
Skills
Microsoft SQL Server, SDLC, Team Leadership, Software Development, Derivatives, SQL, Vendor Management, Process Improvement, Business Analysis, Business Intelligence, ASP.NET, Hedge Funds, IT Strategy, T-SQL, Risk Management, Project Management, Visual Studio, .NET, Data Warehousing, Program Management, C#
Education
Northwestern University - Kellogg School of Management 1993 — 1996
MBA, Finance
Purdue University 1987 — 1991
BS, Computer Science
Nuveen Investments September 2013 - Present
JMV Solutions LLC June 2013 - September 2013
AlphaMetrix April 2013 - June 2013
AlphaMetrix December 2010 - April 2013
Spectrum Global Fund Administration April 2003 - December 2010
ABN AMRO 1993 - 2003
Wealthmetrics.com 2000 - 2001
Skills
Microsoft SQL Server, SDLC, Team Leadership, Software Development, Derivatives, SQL, Vendor Management, Process Improvement, Business Analysis, Business Intelligence, ASP.NET, Hedge Funds, IT Strategy, T-SQL, Risk Management, Project Management, Visual Studio, .NET, Data Warehousing, Program Management, C#
Education
Northwestern University - Kellogg School of Management 1993 — 1996
MBA, Finance
Purdue University 1987 — 1991
BS, Computer Science
Bill Siffermann, CFA's Nuveen Investments Experience August 2005 - Present
Job Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2005 - Present
Susquehanna International Group July 1997 - September 2004
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Finance, Entrepreneurship
Northwestern University 1993 — 1997
BA, Economics
Nuveen Investments August 2005 - Present
Susquehanna International Group July 1997 - September 2004
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Finance, Entrepreneurship
Northwestern University 1993 — 1997
BA, Economics
James Shehigian's Nuveen Investments Experience 1994 - 1996
Job Managing Director
Industry Financial Services
Experience
The Portrait Group, LLC 2014 - Present
WealthTouch, Inc. 2008 - 2013
Private Client Resources, LLC 2004 - 2007
Calypso Holdings/Maximum Impact Partners 1996 - 2004
Nuveen Investments 1994 - 1996
Skills
Investments, Hedge Funds, Portfolio Management, Mutual Funds, Start-ups, Private Equity, Alternative Investments, Wealth Management, Equities, Asset Management, Executive Management, Financial Services
Education
Northwestern University 1980 — 1984
Economics
The Portrait Group, LLC 2014 - Present
WealthTouch, Inc. 2008 - 2013
Private Client Resources, LLC 2004 - 2007
Calypso Holdings/Maximum Impact Partners 1996 - 2004
Nuveen Investments 1994 - 1996
Skills
Investments, Hedge Funds, Portfolio Management, Mutual Funds, Start-ups, Private Equity, Alternative Investments, Wealth Management, Equities, Asset Management, Executive Management, Financial Services
Education
Northwestern University 1980 — 1984
Economics
Nick Prassas's Nuveen Investments Experience 1996 - 2000
Job Managing member, Prassas Capital, LLC
Industry Financial Services
Experience
Prassas Capital, LLC 2000 - Present
Nuveen Investments 1996 - 2000
Citigroup 1993 - 1995
Prudential Securities 1985 - 1993
Hughes Aircraft 1983 - 1985
Skills
Investment Banking, Financial Modeling, Investments, Capital Markets, Management, Due Diligence, Corporate Finance, Start-ups
Education
University of Arizona 1981 — 1983
MBA
Penn State University 1977 — 1981
BS
Council Rock High School 1973 — 1977
high school
Prassas Capital, LLC 2000 - Present
Nuveen Investments 1996 - 2000
Citigroup 1993 - 1995
Prudential Securities 1985 - 1993
Hughes Aircraft 1983 - 1985
Skills
Investment Banking, Financial Modeling, Investments, Capital Markets, Management, Due Diligence, Corporate Finance, Start-ups
Education
University of Arizona 1981 — 1983
MBA
Penn State University 1977 — 1981
BS
Council Rock High School 1973 — 1977
high school
Sameer Agrawal's Nuveen Investments Experience July 2006 - Present
Job Nuveen Investments, Vice President, Global Product Analytics
Industry Investment Management
Experience
Nuveen Investments July 2006 - Present
JPMorgan Private Bank June 2004 - June 2006
Education
Northwestern University 2000 — 2004
Nuveen Investments July 2006 - Present
JPMorgan Private Bank June 2004 - June 2006
Education
Northwestern University 2000 — 2004
Eric Cibula's Nuveen Investments Experience February 2012 - Present
Job SVP Sales Business Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments February 2012 - Present
Nuveen Investments May 1999 - March 2012
Wells Fargo Bank May 1997 - April 1999
Skills
Series 7, Mutual Funds, Asset Managment, Series 63, Separately Managed...
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA
University of Dayton 1993 — 1997
Carmel High School 1989 — 1993
Nuveen Investments February 2012 - Present
Nuveen Investments May 1999 - March 2012
Wells Fargo Bank May 1997 - April 1999
Skills
Series 7, Mutual Funds, Asset Managment, Series 63, Separately Managed...
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA
University of Dayton 1993 — 1997
Carmel High School 1989 — 1993
Scott Craven Jones, JD, CFA's Nuveen Investments Experience 1992 - 2000
Job Independent Director, Risk Officer
Industry Financial Services
Experience
GuestLogix 2015 - Present
Carne Group 2013 - Present
Wanzenburg Partners LLC 2012 - 2013
Aurora Investment Management 2010 - 2012
Political Consulting 2009 - 2009
Calamos Investments 2005 - 2008
Northern Trust Global Investments 2000 - 2005
Nuveen Investments 1992 - 2000
Schiff Hardin LLP 1989 - 1992
Skills
Hedge Funds, Asset Management, Mutual Funds, Alternative Investments, Asset Managment, Investment Management, Fund Of Funds, Fund Administration, Fund Accounting, Finance, Financial Services, Investments, Capital Markets, Securities, Private Equity, Due Diligence, Investment Strategies, Mergers & Acquisitions, Portfolio Management, Asset Allocation, Fixed Income, Bloomberg, Derivatives, Wealth Management
Education
Northwestern University School of Law 1986 — 1989
JD, Banking, Corporate, Finance, and Securities Law
Trinity College-Hartford 1980 — 1984
BA, History
School of Oriental and African Studies, U. of London 1982 — 1982
African History
GuestLogix 2015 - Present
Carne Group 2013 - Present
Wanzenburg Partners LLC 2012 - 2013
Aurora Investment Management 2010 - 2012
Political Consulting 2009 - 2009
Calamos Investments 2005 - 2008
Northern Trust Global Investments 2000 - 2005
Nuveen Investments 1992 - 2000
Schiff Hardin LLP 1989 - 1992
Skills
Hedge Funds, Asset Management, Mutual Funds, Alternative Investments, Asset Managment, Investment Management, Fund Of Funds, Fund Administration, Fund Accounting, Finance, Financial Services, Investments, Capital Markets, Securities, Private Equity, Due Diligence, Investment Strategies, Mergers & Acquisitions, Portfolio Management, Asset Allocation, Fixed Income, Bloomberg, Derivatives, Wealth Management
Education
Northwestern University School of Law 1986 — 1989
JD, Banking, Corporate, Finance, and Securities Law
Trinity College-Hartford 1980 — 1984
BA, History
School of Oriental and African Studies, U. of London 1982 — 1982
African History
Samantha Pellin Ospelt, CFP, CASL's Nuveen Investments Experience August 1996 - Present
Job Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 1996 - Present
KPMG Peat Marwick LLP March 1995 - August 1996
LaSalle National Trust, N.A. July 1990 - March 1995
Skills
Mutual Funds, Separately Managed..., Bonds, Newsletters, Marketing, Financial Advisory, Series 63, Marketing Strategy, Series 7, Alternative Investments, Asset Allocation, Securities, Investment Strategies, ETFs, Series 65, Asset Management
Education
Northwestern University 1986 — 1990
B.A., Economics and Political Science
Nuveen Investments August 1996 - Present
KPMG Peat Marwick LLP March 1995 - August 1996
LaSalle National Trust, N.A. July 1990 - March 1995
Skills
Mutual Funds, Separately Managed..., Bonds, Newsletters, Marketing, Financial Advisory, Series 63, Marketing Strategy, Series 7, Alternative Investments, Asset Allocation, Securities, Investment Strategies, ETFs, Series 65, Asset Management
Education
Northwestern University 1986 — 1990
B.A., Economics and Political Science
James Bertram's Nuveen Investments Experience October 2006 - Present
Job Vice President, Advisor Consultant
Industry Financial Services
Experience
Nuveen Investments October 2006 - Present
Skills
Separately Managed..., Series 7, Mutual Funds, Closed-end Funds, Fixed Income, Managed Accounts, Securities, Wealth Management, Asset Management, Investments, Wholesaling, Financial Planning, ETFs, Equities, Wealth, Bonds, Asset Allocation, Series 66, Investment Products, Investment Strategies, SMA, Alternative Investments, Managing Accounts, Series 63
Education
Purdue University - Krannert School of Management 1999 — 2003
Bachelor of Science
Nuveen Investments October 2006 - Present
Skills
Separately Managed..., Series 7, Mutual Funds, Closed-end Funds, Fixed Income, Managed Accounts, Securities, Wealth Management, Asset Management, Investments, Wholesaling, Financial Planning, ETFs, Equities, Wealth, Bonds, Asset Allocation, Series 66, Investment Products, Investment Strategies, SMA, Alternative Investments, Managing Accounts, Series 63
Education
Purdue University - Krannert School of Management 1999 — 2003
Bachelor of Science
Rocque Lipford's Nuveen Investments Experience 1991 - 1992
Job Managing Director at JPMorgan Securities
Industry Investment Banking
Experience
JP Morgan 2004 - Present
Goldman Sachs 2000 - 2004
Lehman Brothers 1997 - 2000
Wasserstein Perella 1992 - 1994
Nuveen Investments 1991 - 1992
Education
Northwestern University - Kellogg School of Management
MBA, Management & Strategy, Finance, Accounting
University of Michigan
BA, Economics
JP Morgan 2004 - Present
Goldman Sachs 2000 - 2004
Lehman Brothers 1997 - 2000
Wasserstein Perella 1992 - 1994
Nuveen Investments 1991 - 1992
Education
Northwestern University - Kellogg School of Management
MBA, Management & Strategy, Finance, Accounting
University of Michigan
BA, Economics
Peter Agrimson's Nuveen Investments Experience July 2008 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Nuveen Investments July 2008 - Present
MoneyGram International October 2005 - May 2008
Guardian Life Insurance May 2003 - July 2005
Education
Northern Illinois University 1998 — 2003
Finance
Nuveen Investments July 2008 - Present
MoneyGram International October 2005 - May 2008
Guardian Life Insurance May 2003 - July 2005
Education
Northern Illinois University 1998 — 2003
Finance
Brad Mincke's Nuveen Investments Experience 1984 - 1988
Job Managing Director CoHead of Research at McDonnell Investment Management
Industry Investment Management
Experience
McDonnell Investment Management January 2015 - Present
McDonnell Investment Management January 2014 - Present
McDonnell Investment Management January 2011 - January 2014
McDonnell Investment Management May 2008 - January 2011
Van Kampen Funds 1988 - 2008
Nuveen Investments 1984 - 1988
Nuveen Investments 1983 - 1984
Skills
Fixed Income, Bonds, Securities, Bloomberg, Portfolio Management, Asset Allocation, Alternative Investments, Investment Advisory, Credit Analysis, Investments, Municipal Bonds, Mutual Funds, Investment Management, Asset Management, Series 7, Capital Markets, Investment Strategies, Equities, Trading, Bloomberg Terminal, Valuation
Education
Northern Illinois University
McDonnell Investment Management January 2015 - Present
McDonnell Investment Management January 2014 - Present
McDonnell Investment Management January 2011 - January 2014
McDonnell Investment Management May 2008 - January 2011
Van Kampen Funds 1988 - 2008
Nuveen Investments 1984 - 1988
Nuveen Investments 1983 - 1984
Skills
Fixed Income, Bonds, Securities, Bloomberg, Portfolio Management, Asset Allocation, Alternative Investments, Investment Advisory, Credit Analysis, Investments, Municipal Bonds, Mutual Funds, Investment Management, Asset Management, Series 7, Capital Markets, Investment Strategies, Equities, Trading, Bloomberg Terminal, Valuation
Education
Northern Illinois University
Andrew Sidor's Nuveen Investments Experience September 1997 - April 1998
Job Controller at APL Logistics
Industry Logistics and Supply Chain
Experience
APL Logistics August 2014 - Present
Caterpillar Logistics Services, Inc. March 2012 - December 2013
BP Corporation North America, Inc. July 2010 - March 2012
BP Corporation North America, Inc. September 2002 - December 2008
The Northern Trust Corporation April 1998 - September 2002
Nuveen Investments September 1997 - April 1998
Skills
Analysis, Finance, Accounting, Financial Analysis, Auditing, Variance Analysis, Forecasting, Internal Audit, Budgets, Financial Accounting, Corporate Finance, Process Improvement, Leadership, SAP, Financial Modeling, Sarbanes-Oxley Act, Account Reconciliation, Financial Reporting, Cash Flow, Due Diligence, Business Process..., Risk Management, Internal Controls, Mergers & Acquisitions, Software Documentation, Human Resources, Managerial Finance, Portfolio Management, Cost Accounting, Account Reconciliation,..., Cash Flow, Financial..., 3PL
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance and International Business
University of Warsaw
JD, Business Law
APL Logistics August 2014 - Present
Caterpillar Logistics Services, Inc. March 2012 - December 2013
BP Corporation North America, Inc. July 2010 - March 2012
BP Corporation North America, Inc. September 2002 - December 2008
The Northern Trust Corporation April 1998 - September 2002
Nuveen Investments September 1997 - April 1998
Skills
Analysis, Finance, Accounting, Financial Analysis, Auditing, Variance Analysis, Forecasting, Internal Audit, Budgets, Financial Accounting, Corporate Finance, Process Improvement, Leadership, SAP, Financial Modeling, Sarbanes-Oxley Act, Account Reconciliation, Financial Reporting, Cash Flow, Due Diligence, Business Process..., Risk Management, Internal Controls, Mergers & Acquisitions, Software Documentation, Human Resources, Managerial Finance, Portfolio Management, Cost Accounting, Account Reconciliation,..., Cash Flow, Financial..., 3PL
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance and International Business
University of Warsaw
JD, Business Law
Cadmus Hicks's Nuveen Investments Experience September 1980 - Present
Job Managing Director at Nuveen Asset Management
Industry Financial Services
Experience
Nuveen Investments September 1980 - Present
Skills
Fixed Income, Investments, Bonds, Securities, Alternative Investments, Asset Allocation, Series 7, Asset Management, Capital Markets, Investment Strategies, Hedge Funds, Analysis, Investment Management, Separately Managed...
Education
Northwestern University 1977 — 1980
PhD, Classics
The University of Chicago 1974 — 1976
Master's, Ancient History
Wheaton College 1970 — 1974
B.A., History
Nuveen Investments September 1980 - Present
Skills
Fixed Income, Investments, Bonds, Securities, Alternative Investments, Asset Allocation, Series 7, Asset Management, Capital Markets, Investment Strategies, Hedge Funds, Analysis, Investment Management, Separately Managed...
Education
Northwestern University 1977 — 1980
PhD, Classics
The University of Chicago 1974 — 1976
Master's, Ancient History
Wheaton College 1970 — 1974
B.A., History
Abhaya Maskey's Nuveen Investments Experience May 2011 - October 2012
Job App systems engineer 5 at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo November 2012 - April 2014
Nuveen Investments May 2011 - October 2012
Thomson Reuters May 2005 - May 2011
Skills
Web Services, ASP.NET MVC, Agile Methodologies, Design Patterns, REST, C#, Java, Microsoft SQL Server, AJAX, JSP, J2EE, jQuery, JavaScript, SQL Server 2000-2008, Oracle, Android, Objective-C, DB2, Portia, Spring, WCF, MS CRM 2011, Knockout.js, Visual Studio, Scrum, IIS, .NET, SOA, ASP.NET, XSLT, Object Oriented Design, JSON, Test Driven Development, SOAP, SQL, T-SQL, TFS, MVC, Hibernate, Web Applications, UML, Eclipse, JUnit, Software Design, Database Design, OOP, PL/SQL, SDLC, Microsoft CRM, Microsoft Dynamics
Education
Minnesota State University, Mankato
MS, Computer Science
Wells Fargo April 2014 - Present
Wells Fargo November 2012 - April 2014
Nuveen Investments May 2011 - October 2012
Thomson Reuters May 2005 - May 2011
Skills
Web Services, ASP.NET MVC, Agile Methodologies, Design Patterns, REST, C#, Java, Microsoft SQL Server, AJAX, JSP, J2EE, jQuery, JavaScript, SQL Server 2000-2008, Oracle, Android, Objective-C, DB2, Portia, Spring, WCF, MS CRM 2011, Knockout.js, Visual Studio, Scrum, IIS, .NET, SOA, ASP.NET, XSLT, Object Oriented Design, JSON, Test Driven Development, SOAP, SQL, T-SQL, TFS, MVC, Hibernate, Web Applications, UML, Eclipse, JUnit, Software Design, Database Design, OOP, PL/SQL, SDLC, Microsoft CRM, Microsoft Dynamics
Education
Minnesota State University, Mankato
MS, Computer Science
Megan Mead's Nuveen Investments Experience April 2008 - July 2011
Job Account Manager, Financial Institutions Group at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2011 - Present
Nuveen Investments April 2008 - July 2011
Nuveen Investments February 2005 - April 2008
Greater Philadelphia Cares September 2002 - January 2005
EDAW (Aust) Pty Ltd February 2001 - June 2002
EDAW December 1999 - December 2000
Skills
Mutual Funds, Series 7, Series 63, Asset Management, Investments, Financial Services
Education
University of Sydney 2001 — 2002
Masters, Urban and Regional Planning
Penn State University 1995 — 1999
B.S., Economics
Lincoln Financial Group July 2011 - Present
Nuveen Investments April 2008 - July 2011
Nuveen Investments February 2005 - April 2008
Greater Philadelphia Cares September 2002 - January 2005
EDAW (Aust) Pty Ltd February 2001 - June 2002
EDAW December 1999 - December 2000
Skills
Mutual Funds, Series 7, Series 63, Asset Management, Investments, Financial Services
Education
University of Sydney 2001 — 2002
Masters, Urban and Regional Planning
Penn State University 1995 — 1999
B.S., Economics
Jeffrey Haushalter's Nuveen Investments Experience June 1995 - June 1998
Job Supply Chain Engineer
Industry Logistics and Supply Chain
Experience
Chicago Consulting January 2003 - Present
Capitant Group September 2002 - December 2004
Netsource Management September 1998 - June 2002
Nuveen Investments June 1995 - June 1998
Skills
Process Improvement, Supply Chain..., Logistics, Logistics Management, Supply Chain Management
Education
Northwestern University 1991 — 1995
BA, Computer Science/Economics
Chicago Consulting January 2003 - Present
Capitant Group September 2002 - December 2004
Netsource Management September 1998 - June 2002
Nuveen Investments June 1995 - June 1998
Skills
Process Improvement, Supply Chain..., Logistics, Logistics Management, Supply Chain Management
Education
Northwestern University 1991 — 1995
BA, Computer Science/Economics
Jason Culver, CFA, CAIA's Nuveen Investments Experience October 2011 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments October 2011 - Present
Nuveen HydePark Group, LLC January 2011 - October 2011
Managers Investment Group January 2007 - December 2010
Managers Investment Group January 2006 - December 2006
Managers Investment Group November 2004 - December 2005
Skills
Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies
Education
Ohio University 2000 — 2004
BBA, Marketing, Finance
Nuveen Investments October 2011 - Present
Nuveen HydePark Group, LLC January 2011 - October 2011
Managers Investment Group January 2007 - December 2010
Managers Investment Group January 2006 - December 2006
Managers Investment Group November 2004 - December 2005
Skills
Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies
Education
Ohio University 2000 — 2004
BBA, Marketing, Finance
Pete D'Arrigo's Nuveen Investments Experience August 1990 - May 2008
Job Chief Financial Officer at Envestnet
Industry Financial Services
Experience
Envestnet June 2008 - Present
Nuveen Investments August 1990 - May 2008
Skills
Fixed Income, Hedge Funds, Equities, Alternative Investments, Asset Managment, Investment Management, Series 7
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Management and Strategy, Accounting
Yale University 1985 — 1989
BA, Applied Mathematics
Envestnet June 2008 - Present
Nuveen Investments August 1990 - May 2008
Skills
Fixed Income, Hedge Funds, Equities, Alternative Investments, Asset Managment, Investment Management, Series 7
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Management and Strategy, Accounting
Yale University 1985 — 1989
BA, Applied Mathematics
Jannah Hamilton's Nuveen Investments Experience January 2012 - Present
Job Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2012 - Present
Nuveen Investments January 2009 - December 2011
Nuveen Investments January 2006 - December 2008
Merrill Lynch 2004 - 2006
Education
Northwestern University 2000 — 2004
Nuveen Investments January 2012 - Present
Nuveen Investments January 2009 - December 2011
Nuveen Investments January 2006 - December 2008
Merrill Lynch 2004 - 2006
Education
Northwestern University 2000 — 2004
Eileen Paul, CFP®'s Nuveen Investments Experience March 1997 - March 2009
Job Financial Planner at Hotaling Investment Management, LLC
Industry Investment Management
Experience
Hotaling Investment Management, LLC November 2012 - Present
Hotaling Investment Management of Raymond James March 2011 - October 2012
Nuveen Investments March 1997 - March 2009
Prudential Securities April 1995 - July 1996
Credit Suisse First Boston March 1987 - February 1995
Skills
Mutual Funds, Equities, Fixed Income, Strategic Financial..., Financial Services, Investment Management, Trading, Finance, Asset Allocation, Alternative Investments, Investment Strategies, Securities, Wealth Management, Asset Management
Education
Muhlenberg College 1974 — 1978
BA, Business Administration & Accounting
Hotaling Investment Management, LLC November 2012 - Present
Hotaling Investment Management of Raymond James March 2011 - October 2012
Nuveen Investments March 1997 - March 2009
Prudential Securities April 1995 - July 1996
Credit Suisse First Boston March 1987 - February 1995
Skills
Mutual Funds, Equities, Fixed Income, Strategic Financial..., Financial Services, Investment Management, Trading, Finance, Asset Allocation, Alternative Investments, Investment Strategies, Securities, Wealth Management, Asset Management
Education
Muhlenberg College 1974 — 1978
BA, Business Administration & Accounting
BJ Marshall's Nuveen Investments Experience 1997 - 1998
Job Freelance Writer
Industry Writing and Editing
Experience
(Independent) 2002 - Present
Moraine Valley Community College 2003 - 2006
Morgan Stanley 1998 - 2002
Nuveen Investments 1997 - 1998
Schaffner Communications September 1994 - September 1995
Skills
Writing, Journalism, Publishing, Copywriting, Newsletters, Environmental Issues, Marketing Strategy, Sponsorship, Integrated Marketing, Internal Communications, Marketing Communications, Nonprofits, Copy Editing, Advertising, Blogging, Marketing, Editing, Management, Social Media, Public Speaking
Education
Northwestern University 1995 — 1996
MSIMC, Integrated Marketing Communications
Northwestern University 1990 — 1994
BSJ, Journalism
(Independent) 2002 - Present
Moraine Valley Community College 2003 - 2006
Morgan Stanley 1998 - 2002
Nuveen Investments 1997 - 1998
Schaffner Communications September 1994 - September 1995
Skills
Writing, Journalism, Publishing, Copywriting, Newsletters, Environmental Issues, Marketing Strategy, Sponsorship, Integrated Marketing, Internal Communications, Marketing Communications, Nonprofits, Copy Editing, Advertising, Blogging, Marketing, Editing, Management, Social Media, Public Speaking
Education
Northwestern University 1995 — 1996
MSIMC, Integrated Marketing Communications
Northwestern University 1990 — 1994
BSJ, Journalism
Ryan Illingworth's Nuveen Investments Experience August 2013 - Present
Job National Account Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2013 - Present
Raymond James October 2007 - July 2013
Pinellas County Schools July 2001 - October 2003
Skills
Series 7, Investment Management, Mutual Funds, Sales, Cold Calling, Sales Prospecting, Asset Allocation, Alternative Investments, Investments, Investment Strategies, Asset Management
Education
University of Tampa - John H. Sykes College of Business 2007 — 2009
MBA, Finance
Purdue University 1994 — 2000
BA, Education
Nuveen Investments August 2013 - Present
Raymond James October 2007 - July 2013
Pinellas County Schools July 2001 - October 2003
Skills
Series 7, Investment Management, Mutual Funds, Sales, Cold Calling, Sales Prospecting, Asset Allocation, Alternative Investments, Investments, Investment Strategies, Asset Management
Education
University of Tampa - John H. Sykes College of Business 2007 — 2009
MBA, Finance
Purdue University 1994 — 2000
BA, Education
Todd Gomez's Nuveen Investments Experience April 1996 - October 2000
Job Senior Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2008 - Present
Banc of America Securities February 2004 - February 2008
Chicago Housing Authority October 2000 - February 2004
Nuveen Investments April 1996 - October 2000
Skills
Affordable Housing, Community Development, Financial Modeling, Capital Markets, Financial Analysis, Fixed Income, Investment Banking, Bonds, Loans, Credit Analysis, Real Estate Economics, Asset Managment, Asset Management, Banking, Real Estate Financing, Real Estate Development, Real Estate, Securities, Finance
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance, Real Estate
Dartmouth College 1982 — 1986
BA, Economics
Bank of America Merrill Lynch February 2008 - Present
Banc of America Securities February 2004 - February 2008
Chicago Housing Authority October 2000 - February 2004
Nuveen Investments April 1996 - October 2000
Skills
Affordable Housing, Community Development, Financial Modeling, Capital Markets, Financial Analysis, Fixed Income, Investment Banking, Bonds, Loans, Credit Analysis, Real Estate Economics, Asset Managment, Asset Management, Banking, Real Estate Financing, Real Estate Development, Real Estate, Securities, Finance
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance, Real Estate
Dartmouth College 1982 — 1986
BA, Economics
Sara Pak's Nuveen Investments Experience 2010 - 2013
Job General Counsel, Director of Operations at Junzi Capital Engineering, LLC
Industry Investment Management
Experience
Junzi Capital Engineering, LLC 2013 - Present
Nuveen Investments 2010 - 2013
Fried Frank 2005 - 2009
Education
Northwestern University School of Law
University of California, Berkeley
Junzi Capital Engineering, LLC 2013 - Present
Nuveen Investments 2010 - 2013
Fried Frank 2005 - 2009
Education
Northwestern University School of Law
University of California, Berkeley
Cathie Reese's Nuveen Investments Experience June 1989 - December 2011
Job Chief Compliance Officer at Hillview Capital Advisors, LLC
Industry Financial Services
Experience
Hillview Capital Advisors, LLC August 2012 - Present
Nuveen Investments June 1989 - December 2011
Skills
Fiserv's APL; Microsoft...
Education
Philadelphia University
Bachelor of Science (B.S.), Finance, General
Hillview Capital Advisors, LLC August 2012 - Present
Nuveen Investments June 1989 - December 2011
Skills
Fiserv's APL; Microsoft...
Education
Philadelphia University
Bachelor of Science (B.S.), Finance, General
Christina Markiw-Stusyk's Nuveen Investments Experience June 1999 - January 2010
Job Director, Portfolio Administration at Logan Capital Management, Inc.
Industry Financial Services
Experience
Logan Capital Management, Inc. May 2013 - Present
Logan Capital Management, Inc. October 2010 - May 2013
Nuveen Investments June 1999 - January 2010
Skills
Series 63, Separately Managed..., Mutual Funds, Investments, Series 7, Alternative Investments, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Wealth Management, Portfolio Management, Fixed Income, Asset Management, Securities
Education
Philadelphia University 1995 — 1999
BS, International Finance
Mount St. Joseph Academy 1989 — 1993
Logan Capital Management, Inc. May 2013 - Present
Logan Capital Management, Inc. October 2010 - May 2013
Nuveen Investments June 1999 - January 2010
Skills
Series 63, Separately Managed..., Mutual Funds, Investments, Series 7, Alternative Investments, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Wealth Management, Portfolio Management, Fixed Income, Asset Management, Securities
Education
Philadelphia University 1995 — 1999
BS, International Finance
Mount St. Joseph Academy 1989 — 1993
Cameron Taylor's Nuveen Investments Experience June 2008 - August 2008
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2014 - Present
US Capital Partners April 2013 - May 2014
Market Street Partners, LLC July 2012 - April 2013
Lockheed Martin Corp. June 2011 - July 2012
Marin Capital Management, LLC August 2010 - May 2011
Nuveen Investments June 2008 - August 2008
Skills
Portfolio Management, Financial Analysis, Asset Managment, Due Diligence, Equities, Business Strategy, Corporate Finance, Entrepreneurship, Financial Modeling, Investments, Equity Research, Asset Management, Valuation, Investor Relations, Corporate Development, Structured Finance, Mutual Funds
Education
Middlebury College 2006 — 2010
University of New South Wales 2009 — 2009
Marin Catholic High School
J.P. Morgan May 2014 - Present
US Capital Partners April 2013 - May 2014
Market Street Partners, LLC July 2012 - April 2013
Lockheed Martin Corp. June 2011 - July 2012
Marin Capital Management, LLC August 2010 - May 2011
Nuveen Investments June 2008 - August 2008
Skills
Portfolio Management, Financial Analysis, Asset Managment, Due Diligence, Equities, Business Strategy, Corporate Finance, Entrepreneurship, Financial Modeling, Investments, Equity Research, Asset Management, Valuation, Investor Relations, Corporate Development, Structured Finance, Mutual Funds
Education
Middlebury College 2006 — 2010
University of New South Wales 2009 — 2009
Marin Catholic High School
Nils Werckmeister's Nuveen Investments Experience 2001 - 2007
Job Application Development Lead
Industry Alternative Medicine
Experience
Verge Solutions, LLC 2007 - Present
Nuveen Investments 2001 - 2007
Skills
.NET, ASP.NET MVC, SSRS, Software Development, Visual Studio, Microsoft SQL Server, SSIS, Agile Methodologies, IIS, JavaScript, Databases, LLBLGen Pro, Telerik Web Controls, ASP.NET, HTML, Confluence, Database Design, Enterprise Architecture, Rally, CruiseControl, JIRA, Github, Stash, jQuery, Scrum, SQL, C#, XML
Education
Northwestern University
Bachelor of Science (B.S.), Electrical and Electronics Engineering
University of Illinois at Chicago
Master of Science (M.S.), Electrical and Electronics Engineering
Verge Solutions, LLC 2007 - Present
Nuveen Investments 2001 - 2007
Skills
.NET, ASP.NET MVC, SSRS, Software Development, Visual Studio, Microsoft SQL Server, SSIS, Agile Methodologies, IIS, JavaScript, Databases, LLBLGen Pro, Telerik Web Controls, ASP.NET, HTML, Confluence, Database Design, Enterprise Architecture, Rally, CruiseControl, JIRA, Github, Stash, jQuery, Scrum, SQL, C#, XML
Education
Northwestern University
Bachelor of Science (B.S.), Electrical and Electronics Engineering
University of Illinois at Chicago
Master of Science (M.S.), Electrical and Electronics Engineering
Keith Manns, CPA's Nuveen Investments Experience November 1998 - October 2002
Job Principal Financial Analyst at ARRIS
Industry Telecommunications
Experience
ARRIS April 2013 - Present
Motorola Mobility July 2010 - April 2013
Motorola July 2005 - July 2010
CertainTeed Corporation March 2004 - July 2005
Saint-Gobain October 2002 - March 2004
Nuveen Investments November 1998 - October 2002
Sherwin Williams May 1996 - October 1998
Education
Penn State University 1992 — 1996
BS, Accounting
ARRIS April 2013 - Present
Motorola Mobility July 2010 - April 2013
Motorola July 2005 - July 2010
CertainTeed Corporation March 2004 - July 2005
Saint-Gobain October 2002 - March 2004
Nuveen Investments November 1998 - October 2002
Sherwin Williams May 1996 - October 1998
Education
Penn State University 1992 — 1996
BS, Accounting
Joseph Kupferschmidt's Nuveen Investments Experience May 2003 - July 2014
Job Senior Compliance Officer at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group July 2014 - Present
Nuveen Investments May 2003 - July 2014
Financial Engines January 2000 - April 2003
Charles Schwab September 1997 - January 2000
Charles Schwab October 1996 - September 1997
Wells Fargo June 1994 - October 1996
Robertson, Stephens & Company July 1989 - April 1994
Skills
Asset Management, Investment Management, Investment Company Act, Securities, Investments, Mutual Funds, Series 7, Compliance, Series 65, Rule 38a-1, Charles River..., Equity Derivatives, Credit Derivatives, Alternative Investments, Equities, Fixed Income, Hedge Funds
Education
Northern Illinois University
BS, Finance
BMO Financial Group July 2014 - Present
Nuveen Investments May 2003 - July 2014
Financial Engines January 2000 - April 2003
Charles Schwab September 1997 - January 2000
Charles Schwab October 1996 - September 1997
Wells Fargo June 1994 - October 1996
Robertson, Stephens & Company July 1989 - April 1994
Skills
Asset Management, Investment Management, Investment Company Act, Securities, Investments, Mutual Funds, Series 7, Compliance, Series 65, Rule 38a-1, Charles River..., Equity Derivatives, Credit Derivatives, Alternative Investments, Equities, Fixed Income, Hedge Funds
Education
Northern Illinois University
BS, Finance
Marybeth Swisher's Nuveen Investments Experience 1991 - 1996
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Merrill Lynch Wealth Management 2011 - February 2011
Morgan Stanley Investment Management 2005 - 2010
Morgan Stanley 2002 - 2005
Morgan Stanley Investment Management 1999 - 2002
Dean Witter Intercapital 1996 - 1999
Nuveen Investments 1991 - 1996
US Healthcare 1989 - 1991
Thomson McKinnon Securities 1988 - 1989
Nuveen Investments 1987 - 1988
Skills
Hedge Funds, Financial Advisory, Separately Managed..., Investment Management, Private Equity, Series 63, Securities, Series 24, Asset Managment, Asset Allocation, Wealth Management, Retirement Planning
Education
Penn State University
B.A., Journalism, Business minor
Merrill Lynch January 2011 - Present
Merrill Lynch Wealth Management 2011 - February 2011
Morgan Stanley Investment Management 2005 - 2010
Morgan Stanley 2002 - 2005
Morgan Stanley Investment Management 1999 - 2002
Dean Witter Intercapital 1996 - 1999
Nuveen Investments 1991 - 1996
US Healthcare 1989 - 1991
Thomson McKinnon Securities 1988 - 1989
Nuveen Investments 1987 - 1988
Skills
Hedge Funds, Financial Advisory, Separately Managed..., Investment Management, Private Equity, Series 63, Securities, Series 24, Asset Managment, Asset Allocation, Wealth Management, Retirement Planning
Education
Penn State University
B.A., Journalism, Business minor
Meg Richwine Utley's Nuveen Investments Experience July 2011 - November 2012
Job Human Resources Generalist at Labaton Sucharow LLP
Industry Financial Services
Experience
Labaton Sucharow LLP September 2014 - Present
PCCP, LLC January 2013 - August 2013
Nuveen Investments July 2011 - November 2012
Robinson Tait, P.S. April 2009 - July 2009
JAT Capital Management November 2007 - April 2009
Education
Muhlenberg College 1999 — 2003
Bachelor of Arts (B.A.), Political Science/Theatre/Dance
Emmaus High School 1995 — 1999
Labaton Sucharow LLP September 2014 - Present
PCCP, LLC January 2013 - August 2013
Nuveen Investments July 2011 - November 2012
Robinson Tait, P.S. April 2009 - July 2009
JAT Capital Management November 2007 - April 2009
Education
Muhlenberg College 1999 — 2003
Bachelor of Arts (B.A.), Political Science/Theatre/Dance
Emmaus High School 1995 — 1999
Oscar Isoba's Nuveen Investments Experience July 2010 - Present
Job Senior Vice President, Region Head Latin America at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2010 - Present
Skills
Series 7, Financial Services, Mutual Funds, Asset Management, Team Leadership, Securities, Fixed Income, Portfolio Management, Alternative Investments, Capital Markets, Equities, Wealth Management, Asset Allocation, Investment Advisory, Investments, Separately Managed..., Series 63, Hedge Funds, Investment Management, Investment Strategies, Series 24, Fund Of Funds, Uniform Combined State..., Series 65, FINRA, ETFs, Financial Advisory, Financial Markets, Bloomberg, Bonds, Trading, Structured Products, Derivatives, Options, Institutional..., 401k
Education
Montclair State University
Nuveen Investments July 2010 - Present
Skills
Series 7, Financial Services, Mutual Funds, Asset Management, Team Leadership, Securities, Fixed Income, Portfolio Management, Alternative Investments, Capital Markets, Equities, Wealth Management, Asset Allocation, Investment Advisory, Investments, Separately Managed..., Series 63, Hedge Funds, Investment Management, Investment Strategies, Series 24, Fund Of Funds, Uniform Combined State..., Series 65, FINRA, ETFs, Financial Advisory, Financial Markets, Bloomberg, Bonds, Trading, Structured Products, Derivatives, Options, Institutional..., 401k
Education
Montclair State University
Tamara Campbell's Nuveen Investments Experience July 2004 - Present
Job Institutional Services Group at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2004 - Present
DTI LLC April 2002 - April 2003
Mclaughlin, Piven, Vogel Securities, Inc. March 2000 - May 2001
Skills
Series 7, Financial Services, Financial Markets, 401k, Trading, Bonds, Bloomberg, Financial Advisory, Financial Modeling, Financial Analysis, Strategic Financial..., Capital Markets, Salesforce.com, Risk Management
Education
Purdue University
Bachelor's degree, Marketing/Marketing Management, General
Whitney Young Magnet High School
Nuveen Investments July 2004 - Present
DTI LLC April 2002 - April 2003
Mclaughlin, Piven, Vogel Securities, Inc. March 2000 - May 2001
Skills
Series 7, Financial Services, Financial Markets, 401k, Trading, Bonds, Bloomberg, Financial Advisory, Financial Modeling, Financial Analysis, Strategic Financial..., Capital Markets, Salesforce.com, Risk Management
Education
Purdue University
Bachelor's degree, Marketing/Marketing Management, General
Whitney Young Magnet High School
Matthew Lenz's Nuveen Investments Experience March 2010 - Present
Job Vice President and Manager, Customer Analytics at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2010 - Present
Education
Northwestern University
Economics
Nuveen Investments March 2010 - Present
Education
Northwestern University
Economics
Norm Gershon's Nuveen Investments Experience 2014 - Present
Job Investment Research and Risk Analyst
Industry Investment Management
Experience
Nuveen Investments 2014 - Present
NG Consulting 2010 - 2014
ABL Capital Fund 2005 - 2010
Last Atlantis Corp. 2002 - 2005
RTG/Richter 1999 - 2002
RXG Trading 1998 - 1999
Education
Mobile Makers Academy
iOS Development
Northwestern University - Kellogg School of Management
MBA, Finance
Northwestern University
BA, Economics
Nuveen Investments 2014 - Present
NG Consulting 2010 - 2014
ABL Capital Fund 2005 - 2010
Last Atlantis Corp. 2002 - 2005
RTG/Richter 1999 - 2002
RXG Trading 1998 - 1999
Education
Mobile Makers Academy
iOS Development
Northwestern University - Kellogg School of Management
MBA, Finance
Northwestern University
BA, Economics
Edward Sansalone's Nuveen Investments Experience July 2001 - February 2005
Job SMA Trader at a Top Tier firm in the Philadelphia area
Industry Investment Management
Experience
Turner Investment Partners February 2005 - Present
Nuveen Investments July 2001 - February 2005
West Conshohocken Borough Hall September 2000 - January 2001
Skills
Security APL, Bloomberg Terminal, Morgan Stanley Access, Oppenheimer Port, OnBase, GIM2, Prudential Calculator, Fidelity Wealth Central, Reuters Station, Microsoft Office Suite, Various UMA systems
Education
Philadelphia University 1997 — 2001
Bachelor of Science (BS), Finance with Minor Concentration in Mgmt. Information Systems
Turner Investment Partners February 2005 - Present
Nuveen Investments July 2001 - February 2005
West Conshohocken Borough Hall September 2000 - January 2001
Skills
Security APL, Bloomberg Terminal, Morgan Stanley Access, Oppenheimer Port, OnBase, GIM2, Prudential Calculator, Fidelity Wealth Central, Reuters Station, Microsoft Office Suite, Various UMA systems
Education
Philadelphia University 1997 — 2001
Bachelor of Science (BS), Finance with Minor Concentration in Mgmt. Information Systems
Jeff Kimmel's Nuveen Investments Experience October 2003 - April 2007
Job CFO at Sirios Capital Management
Industry Investment Management
Experience
Sirios Capital Management June 2012 - Present
Sirios Capital Management April 2007 - June 2012
Nuveen Investments October 2003 - April 2007
Eze Castle Integration June 2002 - June 2003
Education
University of Massachusetts, Amherst 2005 — 2007
Master of Business Administration (M.B.A.)
Northeastern University 1998 — 2003
Bachelor's degree, Computer Science
Sirios Capital Management June 2012 - Present
Sirios Capital Management April 2007 - June 2012
Nuveen Investments October 2003 - April 2007
Eze Castle Integration June 2002 - June 2003
Education
University of Massachusetts, Amherst 2005 — 2007
Master of Business Administration (M.B.A.)
Northeastern University 1998 — 2003
Bachelor's degree, Computer Science
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group