Nuveen Investments
Industry: Investment management company
DescriptionNuveen, formerly Nuveen Investments, a subsidiary of TIAA, is an American asset manager. Nuveen was founded in Chicago, Illinois in 1898 and was previously named The John Nuveen Co., after founder John Nuveen. Assets under management: 970 billion USD (December 2017) Headquarters: Chicago, Illinois, United States Parent organization: TIAA Number of employees: 1,200 (2012) Founded: 1898
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Nuveen Investments Employees
Employee
Years
Job
Industry
Darrell Dortch Darrell Dortch's Nuveen Investments Experience August 2011 - February 2013
Job Sr Network Engineer at Esurance
Industry Information Technology and Services
Experience
Esurance February 2013 - Present
Nuveen Investments August 2011 - February 2013
EMC July 2009 - November 2011
Discover August 2005 - June 2009
Discover August 2005 - June 2009
Discover Financial Services July 2002 - July 2005
Discover July 2001 - June 2002
Intrinsic 1999 - 2001
Discover Financial January 1999 - July 1999
Zurich 1996 - 1999
Skills
Vendor Management, Visio, Program Management, SDLC, Enterprise Architecture, Risk Management, Data Center, Business Analysis, Change Management, Disaster Recovery, Project Management, Foxtrot, Process Improvement, Financial Services, Cross-functional Team..., PMO, IT Strategy, IT Management, Business Intelligence, SharePoint, Requirements Analysis
Education
Robert Morris College 1987 — 1988
Associate of Arts (A.A.), Computer Science
Esurance February 2013 - Present
Nuveen Investments August 2011 - February 2013
EMC July 2009 - November 2011
Discover August 2005 - June 2009
Discover August 2005 - June 2009
Discover Financial Services July 2002 - July 2005
Discover July 2001 - June 2002
Intrinsic 1999 - 2001
Discover Financial January 1999 - July 1999
Zurich 1996 - 1999
Skills
Vendor Management, Visio, Program Management, SDLC, Enterprise Architecture, Risk Management, Data Center, Business Analysis, Change Management, Disaster Recovery, Project Management, Foxtrot, Process Improvement, Financial Services, Cross-functional Team..., PMO, IT Strategy, IT Management, Business Intelligence, SharePoint, Requirements Analysis
Education
Robert Morris College 1987 — 1988
Associate of Arts (A.A.), Computer Science
Maureen Schafer's Nuveen Investments Experience September 2015 - Present
Job Internal Advisor Consultant
Industry Financial Services
Experience
Nuveen Investments September 2015 - Present
Transamerica March 2013 - July 2015
Transamerica May 2011 - February 2013
Hyatt Regency Denver at Colorado Convention Center October 2009 - May 2011
Grand Hyatt Denver October 2009 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Sales, Public Speaking, Event Planning, Series 6, Hospitality, Investments, Mutual Funds, Hospitality Industry, Finance, Salesforce.com, Marketing, Training, Selling, Management, Financial Services, Social Media, Team Building, Event Management, Financial Planning, Retirement Planning
Education
University of Colorado at Boulder 2006 — 2009
Bachelor's degree, Psychology
Syracuse University 2005 — 2006
Nuveen Investments September 2015 - Present
Transamerica March 2013 - July 2015
Transamerica May 2011 - February 2013
Hyatt Regency Denver at Colorado Convention Center October 2009 - May 2011
Grand Hyatt Denver October 2009 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Sales, Public Speaking, Event Planning, Series 6, Hospitality, Investments, Mutual Funds, Hospitality Industry, Finance, Salesforce.com, Marketing, Training, Selling, Management, Financial Services, Social Media, Team Building, Event Management, Financial Planning, Retirement Planning
Education
University of Colorado at Boulder 2006 — 2009
Bachelor's degree, Psychology
Syracuse University 2005 — 2006
Vikunj Patel Vikunj Patel's Nuveen Investments Experience May 2012 - October 2012
Job SAN Storage Engineer at DeVry Inc.
Industry Information Technology and Services
Experience
DeVry Inc. November 2012 - Present
Nuveen Investments May 2012 - October 2012
Wells Fargo July 2010 - January 2012
U.S. Cellular March 2010 - July 2010
Skills
Hitachi, Hitachi SAN, IBM SAN, Cisco MDS SAN switches, Brocade Fibre Switches, McData, EMC SAN Administration, Windows Server, Unix Operating Systems, Linux, VMware ESX, vCentre, NetApp, FCIP, Replication Technologies, ShadowImage, HUR, TrueCopy, Disaster Recovery, Virtualization, Data Migration, Red Hat Linux, NAS, Symmetrix, Replication, Cisco Nexus, Clariion, Business Continuity, EMC Storage, SAN, High Availability, DMX, NetApp Filers, VMware, Storage Area Networks, Veritas Cluster Server, Solaris, Infrastructure, Cluster, Storage, vSphere, Switches, Cisco Technologies, Netbackup, Brocade, Unix, Servers
Education
Sardar Patel University
Master of Science (MS), Computer Science
DeVry Inc. November 2012 - Present
Nuveen Investments May 2012 - October 2012
Wells Fargo July 2010 - January 2012
U.S. Cellular March 2010 - July 2010
Skills
Hitachi, Hitachi SAN, IBM SAN, Cisco MDS SAN switches, Brocade Fibre Switches, McData, EMC SAN Administration, Windows Server, Unix Operating Systems, Linux, VMware ESX, vCentre, NetApp, FCIP, Replication Technologies, ShadowImage, HUR, TrueCopy, Disaster Recovery, Virtualization, Data Migration, Red Hat Linux, NAS, Symmetrix, Replication, Cisco Nexus, Clariion, Business Continuity, EMC Storage, SAN, High Availability, DMX, NetApp Filers, VMware, Storage Area Networks, Veritas Cluster Server, Solaris, Infrastructure, Cluster, Storage, vSphere, Switches, Cisco Technologies, Netbackup, Brocade, Unix, Servers
Education
Sardar Patel University
Master of Science (MS), Computer Science
Dana Malik Dana Malik's Nuveen Investments Experience September 1993 - September 1996
Job Executive Administrative Assistant/Travel Coordinator at Ambitech Engineering
Industry Hospitality
Experience
Ambitech Engineering October 2011 - Present
Kingsley Elementary School September 2008 - October 2011
Navigant International September 1996 - August 2000
Nuveen Investments September 1993 - September 1996
Skills
Process Scheduler, Customer Service, Project Planning, Travel Arrangements, Hotels, Coordination, International Travel, Domestic Travel, Travel Management, Budgets, Business Travel, Travel Planning, Hotel Booking, Communication, Communication Skills, Airlines, Training, Tourism, Hospitality, Airline Reservations, Meeting Planning, Airline Ticketing, Booking Systems, Sabre, Travel
Education
Robert Morris University 1985 — 1986
Travel and Hospitality, Travel and Hospitality
University of Pittsburgh 1983 — 1986
Saint Francis Academy 1979 — 1983
Ambitech Engineering October 2011 - Present
Kingsley Elementary School September 2008 - October 2011
Navigant International September 1996 - August 2000
Nuveen Investments September 1993 - September 1996
Skills
Process Scheduler, Customer Service, Project Planning, Travel Arrangements, Hotels, Coordination, International Travel, Domestic Travel, Travel Management, Budgets, Business Travel, Travel Planning, Hotel Booking, Communication, Communication Skills, Airlines, Training, Tourism, Hospitality, Airline Reservations, Meeting Planning, Airline Ticketing, Booking Systems, Sabre, Travel
Education
Robert Morris University 1985 — 1986
Travel and Hospitality, Travel and Hospitality
University of Pittsburgh 1983 — 1986
Saint Francis Academy 1979 — 1983
Agha Raza's Nuveen Investments Experience October 2010 - October 2014
Job Staff Accountant at SIM Partners
Industry Marketing and Advertising
Experience
SIM Partners October 2014 - Present
Nuveen Investments October 2010 - October 2014
Prudential Rubloff Properties August 2008 - October 2010
Skills
General Ledger, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Statements, Accounting, Ledger, Journal Entries, PeopleSoft, Year End Accounts, Peachtree, Financial Reporting, Financial Analysis, Auditing, GAAP, Payroll, Analysis, Budgets, US GAAP, Internal Controls, Strategic Financial..., Microsoft Office, QuickBooks, ADP Payroll, Spreadsheets, Finance, Access, Management, Sarbanes-Oxley Act, External Audit, Accruals, Great Plains Software, Financial Accounting, Wire Transfers, Electronic Funds..., 1099 Preparation, SAP, Forecasting, IFRS, Revenue Recognition, Outlook, Intacct
Education
Roosevelt University 2012 — 2014
Master of Business Administration (MBA), Accounting
Roosevelt University 2007 — 2010
Bachelor of Business Administration (BBA)
SIM Partners October 2014 - Present
Nuveen Investments October 2010 - October 2014
Prudential Rubloff Properties August 2008 - October 2010
Skills
General Ledger, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Statements, Accounting, Ledger, Journal Entries, PeopleSoft, Year End Accounts, Peachtree, Financial Reporting, Financial Analysis, Auditing, GAAP, Payroll, Analysis, Budgets, US GAAP, Internal Controls, Strategic Financial..., Microsoft Office, QuickBooks, ADP Payroll, Spreadsheets, Finance, Access, Management, Sarbanes-Oxley Act, External Audit, Accruals, Great Plains Software, Financial Accounting, Wire Transfers, Electronic Funds..., 1099 Preparation, SAP, Forecasting, IFRS, Revenue Recognition, Outlook, Intacct
Education
Roosevelt University 2012 — 2014
Master of Business Administration (MBA), Accounting
Roosevelt University 2007 — 2010
Bachelor of Business Administration (BBA)
Kimnese Abdul-Salaam Kimnese Abdul-Salaam's Nuveen Investments Experience May 1999 - May 2002
Job Financial Analyst II at Georgia Department of Insurance
Industry Insurance
Experience
Georgia Department of Insurance May 2002 - Present
Nuveen Investments May 1999 - May 2002
Legg Mason October 1993 - May 1999
Skills
Financial Analysis, Financial Services, Management, Insurance, Process Improvement, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Saint Joseph's University 1996 — 1999
Finance, General
Georgia Department of Insurance May 2002 - Present
Nuveen Investments May 1999 - May 2002
Legg Mason October 1993 - May 1999
Skills
Financial Analysis, Financial Services, Management, Insurance, Process Improvement, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Saint Joseph's University 1996 — 1999
Finance, General
Maria V. Schwieder Maria V. Schwieder's Nuveen Investments Experience 2006 - 2008
Job Director at SolarWinds
Industry Information Technology and Services
Experience
SolarWinds May 2015 - Present
SolarWinds October 2013 - May 2015
SolarWinds October 2011 - October 2013
Infochimps 2011 - 2011
Dimensional Fund Advisors 2010 - 2011
Alliance Tech May 2009 - August 2009
Nuveen Investments 2006 - 2008
Charles Schwab 2005 - 2006
The Monitor Group, Inc. 2004 - 2005
Skills
Digital Marketing, Competitive Analysis, Analytics, Negotiation, SEO, Lead Generation, Web Analytics, Google Analytics, Strategy, Marketing, Start-ups, Business Development, Product Marketing
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA
The Catholic University of America 2000 — 2004
Bachelor of Arts, Media Studies and English
SolarWinds May 2015 - Present
SolarWinds October 2013 - May 2015
SolarWinds October 2011 - October 2013
Infochimps 2011 - 2011
Dimensional Fund Advisors 2010 - 2011
Alliance Tech May 2009 - August 2009
Nuveen Investments 2006 - 2008
Charles Schwab 2005 - 2006
The Monitor Group, Inc. 2004 - 2005
Skills
Digital Marketing, Competitive Analysis, Analytics, Negotiation, SEO, Lead Generation, Web Analytics, Google Analytics, Strategy, Marketing, Start-ups, Business Development, Product Marketing
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA
The Catholic University of America 2000 — 2004
Bachelor of Arts, Media Studies and English
Angela Billick Angela Billick's Nuveen Investments Experience October 2011 - April 2014
Job
Industry Investment Management
Experience
John Hancock Investments May 2015 - Present
Augimas Partners LLC May 2014 - May 2015
Nuveen Investments October 2011 - April 2014
Soros Fund Management March 2011 - October 2011
BNP Paribas March 2005 - February 2011
J&W Seligman March 2001 - March 2005
Davis Advisors December 1996 - March 2001
Skills
Hedge Funds, Strategy, Financial Modeling, Mutual Funds, Asset Management, Product Management, Fixed Income, Product Marketing, Asset Managment, Management, Investments, Cross-functional Team..., Alternative Investments, Equities, Business Development, Analysis, Corporate Finance, Project Management, Derivatives, Product Development, Mergers & Acquisitions, Risk Management, Structured Products, Leadership, Financial Services, Bonds, Client Service Oriented, Finance, Client Services, Business Strategy, Marketing Strategy, Marketing Management, Marketing Communications, UCITS, AIFMD, Family Office, Private Funds, QIF/SIF/SPVs
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Strategy, Investment Banking
St. John's College 1992 — 1996
Bachelor of Arts (B.A.), Philosophy, Political Science, Psychology, Theoretical and Applied Math, Physics
John Hancock Investments May 2015 - Present
Augimas Partners LLC May 2014 - May 2015
Nuveen Investments October 2011 - April 2014
Soros Fund Management March 2011 - October 2011
BNP Paribas March 2005 - February 2011
J&W Seligman March 2001 - March 2005
Davis Advisors December 1996 - March 2001
Skills
Hedge Funds, Strategy, Financial Modeling, Mutual Funds, Asset Management, Product Management, Fixed Income, Product Marketing, Asset Managment, Management, Investments, Cross-functional Team..., Alternative Investments, Equities, Business Development, Analysis, Corporate Finance, Project Management, Derivatives, Product Development, Mergers & Acquisitions, Risk Management, Structured Products, Leadership, Financial Services, Bonds, Client Service Oriented, Finance, Client Services, Business Strategy, Marketing Strategy, Marketing Management, Marketing Communications, UCITS, AIFMD, Family Office, Private Funds, QIF/SIF/SPVs
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Strategy, Investment Banking
St. John's College 1992 — 1996
Bachelor of Arts (B.A.), Philosophy, Political Science, Psychology, Theoretical and Applied Math, Physics
Sundeep Vira's Nuveen Investments Experience 2002 - 2009
Job Director of Strategic Partnerships at Splash.org
Industry Nonprofit Organization Management
Experience
Splash.org September 2015 - Present
Greater Chicago Food Depository October 2014 - June 2015
World Toilet Organization February 2013 - May 2014
Oclaner Asset Management 2009 - 2012
Nuveen Investments 2002 - 2009
NWQ Investment Management 1996 - 2002
Smith Barney 1992 - 1996
Skills
Product Management, Nonprofits, Management, Marketing, Investments, Business Strategy, Asset Management, Business Development, Strategy, Start-ups, Entrepreneurship, Management Consulting, Strategic Planning, Marketing Strategy, New Business Development, Budgets, Project Management
Education
The University of Chicago Booth School of Business 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
St. Xavier's College 1984 — 1989
Bachelor's degree, Economics
Mayo College 1978 — 1984
High School/Secondary Diplomas and Certificates
Splash.org September 2015 - Present
Greater Chicago Food Depository October 2014 - June 2015
World Toilet Organization February 2013 - May 2014
Oclaner Asset Management 2009 - 2012
Nuveen Investments 2002 - 2009
NWQ Investment Management 1996 - 2002
Smith Barney 1992 - 1996
Skills
Product Management, Nonprofits, Management, Marketing, Investments, Business Strategy, Asset Management, Business Development, Strategy, Start-ups, Entrepreneurship, Management Consulting, Strategic Planning, Marketing Strategy, New Business Development, Budgets, Project Management
Education
The University of Chicago Booth School of Business 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
St. Xavier's College 1984 — 1989
Bachelor's degree, Economics
Mayo College 1978 — 1984
High School/Secondary Diplomas and Certificates
Sandeep Kumar, MBA PMP's Nuveen Investments Experience August 2012 - March 2013
Job Senior Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar March 2013 - Present
Nuveen Investments August 2012 - March 2013
Nuveen Investments March 2011 - November 2012
Nuveen Investments July 2007 - March 2011
Saint Joseph's University August 2003 - July 2007
Skills
PowerPoint, Excel, Access, Word, SQL, VBScript, Outlook, Microsoft Office, Visio, Visual Basic, Windows, ASP, VBA, MS Project, Adobe Acrobat, Databases, Customer Relations, Spreadsheets, IIS, English, Dreamweaver, MySQL, Operating Systems, SQL Server, Visual Studio, Business Intelligence, SSRS, Data Analysis, SSIS, Analysis, Business Analysis, SDLC, SharePoint, Requirements Analysis, Data Warehousing, Data Modeling, Requirements Gathering, Project Management, Database Design, Data Management, ETL, Business Process..., Software Project..., Information Technology, Business Requirements, Microsoft SQL Server, Microsoft Excel, Mentoring, Software Development, Morningstar
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MBA, DSS, 3.8 GPA
Saint Joseph's University 2003 — 2007
M.S., Computer Science, Marketing, 3.6 GPA
Visvesvaraya Technological University 1999 — 2003
Bachelors, Information Science, 3.8 GPA
Morningstar March 2013 - Present
Nuveen Investments August 2012 - March 2013
Nuveen Investments March 2011 - November 2012
Nuveen Investments July 2007 - March 2011
Saint Joseph's University August 2003 - July 2007
Skills
PowerPoint, Excel, Access, Word, SQL, VBScript, Outlook, Microsoft Office, Visio, Visual Basic, Windows, ASP, VBA, MS Project, Adobe Acrobat, Databases, Customer Relations, Spreadsheets, IIS, English, Dreamweaver, MySQL, Operating Systems, SQL Server, Visual Studio, Business Intelligence, SSRS, Data Analysis, SSIS, Analysis, Business Analysis, SDLC, SharePoint, Requirements Analysis, Data Warehousing, Data Modeling, Requirements Gathering, Project Management, Database Design, Data Management, ETL, Business Process..., Software Project..., Information Technology, Business Requirements, Microsoft SQL Server, Microsoft Excel, Mentoring, Software Development, Morningstar
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MBA, DSS, 3.8 GPA
Saint Joseph's University 2003 — 2007
M.S., Computer Science, Marketing, 3.6 GPA
Visvesvaraya Technological University 1999 — 2003
Bachelors, Information Science, 3.8 GPA
Judy Stoddard Judy Stoddard's Nuveen Investments Experience 1981 - 1986
Job Program Manager, Superior Group
Industry Staffing and Recruiting
Experience
Superior Group January 2013 - Present
Events Fine China Gifts and Stationery September 2005 - November 2012
Nuveen Investments 1981 - 1986
Skills
Customer Service, Social Media, Retail, Business Strategy, Public Speaking, Public Relations, Social Media Marketing, Management, Vendor Management, Recruiting, Talent Acquisition, Program Management, Process Improvement, Payroll, Temporary Placement
Education
The Ohio State University 1973 — 1977
BS, Education
Superior Group January 2013 - Present
Events Fine China Gifts and Stationery September 2005 - November 2012
Nuveen Investments 1981 - 1986
Skills
Customer Service, Social Media, Retail, Business Strategy, Public Speaking, Public Relations, Social Media Marketing, Management, Vendor Management, Recruiting, Talent Acquisition, Program Management, Process Improvement, Payroll, Temporary Placement
Education
The Ohio State University 1973 — 1977
BS, Education
Jason Swedo Jason Swedo's Nuveen Investments Experience November 2000 - May 2004
Job Managing Director at Astor Investment Management
Industry Investment Management
Experience
Astor Investment Management May 2012 - Present
First Trust Portfolios January 2010 - May 2012
Managers Investment Group October 2007 - December 2009
Van Kampen Investments May 2004 - October 2007
Nuveen Investments November 2000 - May 2004
Skills
Mutual Funds, Investments, Separately Managed..., Retirement Planning, Managed Accounts, Hedge Funds, Series 7, Alternative Investments, Series 63, ETFs, Wholesaling, Series 65, Structured Products, Investment Strategies, Institutional, 401k, Retirement, Financial Advisory, Strategy, Wholesale, Financial Services, Securities, Financial Markets, Bonds, Morningstar, Capital Markets, Asset Management, Managing Accounts, Wealth Management, Banking, Fixed Annuities, Equity Research, Bloomberg, Options, High Net Worth..., Series 24, Wealth Management..., Personal Finance, Strategic Financial..., Trading, Series 6, Uniform Combined State..., Financial Modeling, Portfolio Management, Finance, FINRA, Investment Banking, Relationship Management, Funding, Private Equity
Education
Saint Xavier University
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Fremd High School
Astor Investment Management May 2012 - Present
First Trust Portfolios January 2010 - May 2012
Managers Investment Group October 2007 - December 2009
Van Kampen Investments May 2004 - October 2007
Nuveen Investments November 2000 - May 2004
Skills
Mutual Funds, Investments, Separately Managed..., Retirement Planning, Managed Accounts, Hedge Funds, Series 7, Alternative Investments, Series 63, ETFs, Wholesaling, Series 65, Structured Products, Investment Strategies, Institutional, 401k, Retirement, Financial Advisory, Strategy, Wholesale, Financial Services, Securities, Financial Markets, Bonds, Morningstar, Capital Markets, Asset Management, Managing Accounts, Wealth Management, Banking, Fixed Annuities, Equity Research, Bloomberg, Options, High Net Worth..., Series 24, Wealth Management..., Personal Finance, Strategic Financial..., Trading, Series 6, Uniform Combined State..., Financial Modeling, Portfolio Management, Finance, FINRA, Investment Banking, Relationship Management, Funding, Private Equity
Education
Saint Xavier University
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Fremd High School
Pam Suing Pam Suing's Nuveen Investments Experience March 2007 - January 2012
Job Regional Director RIA at Principal Funds
Industry Financial Services
Experience
Principal Funds February 2012 - Present
Nuveen Investments March 2007 - January 2012
UBS Financial Services July 2000 - March 2007
Education
Southern Illinois University, Carbondale 1992 — 1996
Principal Funds February 2012 - Present
Nuveen Investments March 2007 - January 2012
UBS Financial Services July 2000 - March 2007
Education
Southern Illinois University, Carbondale 1992 — 1996
Kristen Kwasnick Kristen Kwasnick's Nuveen Investments Experience May 2013 - Present
Job Assistant Vice President, IBD Marketing Manager at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments May 2013 - Present
Nuveen Investments November 2010 - May 2013
Nuveen Investments August 2006 - October 2010
Skills
Series 7, Series 66, Closed End Funds, Separately Managed..., Mutual Funds, Uniform Combined State..., Alternative Investments, Series 65, Asset Allocation, Asset Management, Portfolio Management, Investment Strategies, Wealth Management
Education
Salve Regina University 2000 — 2004
BS, Marketing
Nuveen Investments May 2013 - Present
Nuveen Investments November 2010 - May 2013
Nuveen Investments August 2006 - October 2010
Skills
Series 7, Series 66, Closed End Funds, Separately Managed..., Mutual Funds, Uniform Combined State..., Alternative Investments, Series 65, Asset Allocation, Asset Management, Portfolio Management, Investment Strategies, Wealth Management
Education
Salve Regina University 2000 — 2004
BS, Marketing
Brandon Lieb Brandon Lieb's Nuveen Investments Experience April 2010 - Present
Job Assistant Vice President, Product Development, Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments April 2010 - Present
UBS Global Asset Management February 2006 - April 2010
Discover Financial Services June 2004 - February 2006
Skills
Microsoft Excel, Portfolio Management, Investments, Mutual Funds, Asset Allocation
Education
Syracuse University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Syracuse University 2000 — 2004
Bachelor of Science (B.S.), Information Management & Technology
Nuveen Investments April 2010 - Present
UBS Global Asset Management February 2006 - April 2010
Discover Financial Services June 2004 - February 2006
Skills
Microsoft Excel, Portfolio Management, Investments, Mutual Funds, Asset Allocation
Education
Syracuse University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Syracuse University 2000 — 2004
Bachelor of Science (B.S.), Information Management & Technology
Shyamala Arun Shyamala Arun's Nuveen Investments Experience 2011 - 2012
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Nuveen Investments 2011 - 2012
Tata Consultancy Services 2008 - 2011
Wipro Technologies June 2005 - December 2007
Skills
Virtualization, Disaster Recovery, Vendor Management, ITIL, VMware, Servers, Data Center
Education
Shanmugha Arts, Science, Technology and Research Academy 2001 — 2005
B.Tech, Electrical and Electronics Engineering
SVS Girls Higher Secondary School 1999 — 2001
HSE
Indian School Al Wadi Al Kabir 1991 — 1999
High School
Nuveen Investments 2011 - 2012
Tata Consultancy Services 2008 - 2011
Wipro Technologies June 2005 - December 2007
Skills
Virtualization, Disaster Recovery, Vendor Management, ITIL, VMware, Servers, Data Center
Education
Shanmugha Arts, Science, Technology and Research Academy 2001 — 2005
B.Tech, Electrical and Electronics Engineering
SVS Girls Higher Secondary School 1999 — 2001
HSE
Indian School Al Wadi Al Kabir 1991 — 1999
High School
Michelle Donegan Michelle Donegan's Nuveen Investments Experience March 2015 - June 2015
Job Recruiter and Team Coordinator at Lakeshore
Industry Investment Management
Experience
Lakeshore June 2015 - Present
Nuveen Investments March 2015 - June 2015
Southern Illinois University Carbondale- August 2014 - December 2014
Southern Illinois University May 2010 - August 2014
Skills
Microsoft Office, PowerPoint, Excel, Communication, Interpersonal Skills, Research and Planning, Management, Sales, Teaching, Public Speaking, Research, Microsoft Word, Customer Service, Leadership, Recruiting, Critical Thinking, FERPA, Banner Information..., LiveText, Blackboard, Microfilm Preservation, Staff Training, Interpret Student..., Time Management, Teamwork
Education
Southern Illinois University, Carbondale 2008 — 2014
Bachelor of Arts in English, English- Concentration Pre Professional Studies
Southern Illinois University, Carbondale 2008 — 2013
Bachelor of Arts (B.A.), English-Pre Professional Studies
Lakeshore June 2015 - Present
Nuveen Investments March 2015 - June 2015
Southern Illinois University Carbondale- August 2014 - December 2014
Southern Illinois University May 2010 - August 2014
Skills
Microsoft Office, PowerPoint, Excel, Communication, Interpersonal Skills, Research and Planning, Management, Sales, Teaching, Public Speaking, Research, Microsoft Word, Customer Service, Leadership, Recruiting, Critical Thinking, FERPA, Banner Information..., LiveText, Blackboard, Microfilm Preservation, Staff Training, Interpret Student..., Time Management, Teamwork
Education
Southern Illinois University, Carbondale 2008 — 2014
Bachelor of Arts in English, English- Concentration Pre Professional Studies
Southern Illinois University, Carbondale 2008 — 2013
Bachelor of Arts (B.A.), English-Pre Professional Studies
Diane Murphy Goldstein Diane Murphy Goldstein's Nuveen Investments Experience 1992 - 2007
Job Senior Project Manager ◆ The Haverford Trust Company ◆ Financial Services ◆ Wealth Management
Industry Financial Services
Experience
The Haverford Trust Company September 2015 - Present
Pennsylvania Trust November 2014 - September 2015
MG Resume and Coaching Services Murphy Goldstein Inc. 2007 - November 2014
Nuveen Investments 1992 - 2007
Deloitte 1987 - 1992
Skills
Financial Services, Project Management, Business Analysis, Management, Leadership, Team Building, Strategic Planning, CRM, Information Technology, Training, Customer Service, Leadership Development
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Psychology
The Haverford Trust Company September 2015 - Present
Pennsylvania Trust November 2014 - September 2015
MG Resume and Coaching Services Murphy Goldstein Inc. 2007 - November 2014
Nuveen Investments 1992 - 2007
Deloitte 1987 - 1992
Skills
Financial Services, Project Management, Business Analysis, Management, Leadership, Team Building, Strategic Planning, CRM, Information Technology, Training, Customer Service, Leadership Development
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Psychology
David Dunlap David Dunlap's Nuveen Investments Experience September 1989 - March 1995
Job Ethanol Broker at Atlas Commodity Markets, LLC
Industry Oil & Energy
Experience
Atlas Commodity Markets, LLC February 2009 - Present
IVG Energy April 2005 - February 2009
Choice Energy May 2002 - April 2005
Cantor Fitzgerald September 2000 - May 2002
Amerex Brokers LLC April 1998 - September 2000
Ceres Trading Group November 1996 - April 1998
Iowa Grain Company March 1995 - November 1996
Nuveen Investments September 1989 - March 1995
Skills
Microsoft Office, Project Management, Management, New Business Development, Risk Management, Business Strategy, Financial Analysis, Financial Modeling, Energy, Options, Commodity Markets, Hedging, Commodity, Strategic Planning, Trading, Derivatives, Investments, Hedge Funds
Education
Southern Methodist University
Bachelor of Science (BS), Economics
Atlas Commodity Markets, LLC February 2009 - Present
IVG Energy April 2005 - February 2009
Choice Energy May 2002 - April 2005
Cantor Fitzgerald September 2000 - May 2002
Amerex Brokers LLC April 1998 - September 2000
Ceres Trading Group November 1996 - April 1998
Iowa Grain Company March 1995 - November 1996
Nuveen Investments September 1989 - March 1995
Skills
Microsoft Office, Project Management, Management, New Business Development, Risk Management, Business Strategy, Financial Analysis, Financial Modeling, Energy, Options, Commodity Markets, Hedging, Commodity, Strategic Planning, Trading, Derivatives, Investments, Hedge Funds
Education
Southern Methodist University
Bachelor of Science (BS), Economics
Trevor Smallwood, CIMA Trevor Smallwood, CIMA's Nuveen Investments Experience December 1999 - September 2006
Job
Industry Financial Services
Experience
Brandes Investment Partners November 2012 - Present
BlackRock July 2011 - October 2012
Rockingstone Advisors July 2009 - August 2011
Merrill Lynch January 2008 - June 2008
Merrill Lynch September 2006 - June 2008
Nuveen Investments December 1999 - September 2006
Merrill Lynch June 1996 - December 1999
Merrill Lynch October 1994 - June 1996
Merrill Lynch June 1993 - October 1994
Skills
Sales, Product Development, Investment Advisory, Business Development, Leadership, Financial Services, Investments, Mutual Funds, Asset Management, Sales Management, Entrepreneurship, Marketing, Start-ups, Public Speaking, Portfolio Management, Series 63, Investment Management, Series 7, Separately Managed..., Finance, Financial Advisory
Education
Syracuse University 1989 — 1993
Bachelor of Arts and Sciences, Political Science, The Maxwell School of Citizenship
Brandes Investment Partners November 2012 - Present
BlackRock July 2011 - October 2012
Rockingstone Advisors July 2009 - August 2011
Merrill Lynch January 2008 - June 2008
Merrill Lynch September 2006 - June 2008
Nuveen Investments December 1999 - September 2006
Merrill Lynch June 1996 - December 1999
Merrill Lynch October 1994 - June 1996
Merrill Lynch June 1993 - October 1994
Skills
Sales, Product Development, Investment Advisory, Business Development, Leadership, Financial Services, Investments, Mutual Funds, Asset Management, Sales Management, Entrepreneurship, Marketing, Start-ups, Public Speaking, Portfolio Management, Series 63, Investment Management, Series 7, Separately Managed..., Finance, Financial Advisory
Education
Syracuse University 1989 — 1993
Bachelor of Arts and Sciences, Political Science, The Maxwell School of Citizenship
Anju Manian Anju Manian's Nuveen Investments Experience January 2007 - April 2008
Job Senior Trade Operations
Industry Investment Management
Experience
Nuveen Investments -- Symphony Asset Management November 2010 - November 2014
EMC Corporation June 2008 - March 2010
Nuveen Investments January 2007 - April 2008
Envestnet Asset Management August 2005 - January 2007
HoneyWell and Warner Brothers January 2001 - August 2004
Skills
Equities, Bloomberg, Fixed Income, Portfolio Management, Investments, Financial Services, Trading, CRM, Investment Strategies, Asset Management, Hedge Funds, Analysis, Mutual Funds, Microsoft Excel, Asset Allocation, Banking, Securities, Investment Management, Management, Enterprise Software, Alternative Investments
Education
San Jose State University 1999 — 2001
Bachelor of Science (BS), Computer Software Engineering
UC Riverside 1997 — 1999
Computer Software Engineering
Nuveen Investments -- Symphony Asset Management November 2010 - November 2014
EMC Corporation June 2008 - March 2010
Nuveen Investments January 2007 - April 2008
Envestnet Asset Management August 2005 - January 2007
HoneyWell and Warner Brothers January 2001 - August 2004
Skills
Equities, Bloomberg, Fixed Income, Portfolio Management, Investments, Financial Services, Trading, CRM, Investment Strategies, Asset Management, Hedge Funds, Analysis, Mutual Funds, Microsoft Excel, Asset Allocation, Banking, Securities, Investment Management, Management, Enterprise Software, Alternative Investments
Education
San Jose State University 1999 — 2001
Bachelor of Science (BS), Computer Software Engineering
UC Riverside 1997 — 1999
Computer Software Engineering
Michael Shoop Michael Shoop's Nuveen Investments Experience 2002 - 2011
Job Senior Investment Operations Supervisor at Employees Retirement System of Texas
Industry Financial Services
Experience
Employees Retirement System of Texas December 2014 - Present
Kayne Anderson Rudnick 2011 - 2014
Nuveen Investments 2002 - 2011
Mellon Financial 2001 - 2001
Trust Company of the West 1996 - 2000
First Federal Bank of California 1993 - 1996
Skills
Investments, Fixed Income, Equities, Account Reconciliation, Corporate Actions, Alternative Investments, Bloomberg, Securities, Asset Managment, Derivatives, Mutual Funds, Investment Management, Finance, Financial Analysis, Financial Reporting, Valuation, Accounting, Financial Investment...
Education
San Diego State University-California State University 1989 — 1993
Bachelors, Accounting
Employees Retirement System of Texas December 2014 - Present
Kayne Anderson Rudnick 2011 - 2014
Nuveen Investments 2002 - 2011
Mellon Financial 2001 - 2001
Trust Company of the West 1996 - 2000
First Federal Bank of California 1993 - 1996
Skills
Investments, Fixed Income, Equities, Account Reconciliation, Corporate Actions, Alternative Investments, Bloomberg, Securities, Asset Managment, Derivatives, Mutual Funds, Investment Management, Finance, Financial Analysis, Financial Reporting, Valuation, Accounting, Financial Investment...
Education
San Diego State University-California State University 1989 — 1993
Bachelors, Accounting
Steven Shelton CFP®, CLU, ChFC, TEP, CIMA®, CMT's Nuveen Investments Experience 2004 - 2009
Job Experienced Financial Services Executive
Industry Financial Services
Experience
Cornerstone Global Group LLC 2009 - Present
Nuveen Investments 2004 - 2009
Scudder Investments 2004 - 2004
Northstar U.S. 2001 - 2004
Scottish Crown Life Insurance Company (Bermuda) 2000 - 2001
EVEREN Securities 1992 - 1999
Education
University of Illinois at Urbana-Champaign
MS, Economics
Sul Ross State University
MBA, Finance and Financial Management Services
University of Illinois at Urbana-Champaign
BS, Communications
Cornerstone Global Group LLC 2009 - Present
Nuveen Investments 2004 - 2009
Scudder Investments 2004 - 2004
Northstar U.S. 2001 - 2004
Scottish Crown Life Insurance Company (Bermuda) 2000 - 2001
EVEREN Securities 1992 - 1999
Education
University of Illinois at Urbana-Champaign
MS, Economics
Sul Ross State University
MBA, Finance and Financial Management Services
University of Illinois at Urbana-Champaign
BS, Communications
David Heflin, CIMA®, CFP® David Heflin, CIMA®, CFP®'s Nuveen Investments Experience May 2004 - May 2005
Job Vice President/Client Portfolio Manager at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2005 - Present
Nuveen Investments May 2004 - May 2005
Delaware Investments December 1996 - May 2004
Skills
Equities, Investments, Portfolio Management, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Asset Management, Series 7, Securities, Capital Markets, Series 63, Derivatives, Asset Allocation, Financial Modeling
Education
Rider University 1989 — 1993
Bachelor's degree, Finance, General
Goldman Sachs May 2005 - Present
Nuveen Investments May 2004 - May 2005
Delaware Investments December 1996 - May 2004
Skills
Equities, Investments, Portfolio Management, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Asset Management, Series 7, Securities, Capital Markets, Series 63, Derivatives, Asset Allocation, Financial Modeling
Education
Rider University 1989 — 1993
Bachelor's degree, Finance, General
Eric Borsoni, CIMA® Eric Borsoni, CIMA®'s Nuveen Investments Experience June 2014 - Present
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2014 - Present
U.S. Marine Corps 1992 - Present
J.P. Morgan Asset Management September 2010 - June 2014
RydexSGI October 2003 - September 2010
Merrill Lynch 2000 - 2002
Skills
Asset Allocation, Investment Management, Mutual Funds, Training Management, Series 7, Series 63, Asset Managment, Wealth Management, Investments, Alternative Investments, Portfolio Management, Equities, ETFs, Risk Management, Investment Strategies, Investment Advisory, Strategy, Retirement, Securities, Commodity, Asset Management, Financial Markets, Hedge Funds, Fixed Income, Separately Managed..., Bonds, 401k, Financial Services, Finance, Financial Advisory, FINRA, Series 24, Retirement Planning, Financial Analysis, Trading
Education
University of Oklahoma 1998 — 2000
MA, Economics
The Ohio State University 1988 — 1992
BA, National Security Policy
Nuveen Investments June 2014 - Present
U.S. Marine Corps 1992 - Present
J.P. Morgan Asset Management September 2010 - June 2014
RydexSGI October 2003 - September 2010
Merrill Lynch 2000 - 2002
Skills
Asset Allocation, Investment Management, Mutual Funds, Training Management, Series 7, Series 63, Asset Managment, Wealth Management, Investments, Alternative Investments, Portfolio Management, Equities, ETFs, Risk Management, Investment Strategies, Investment Advisory, Strategy, Retirement, Securities, Commodity, Asset Management, Financial Markets, Hedge Funds, Fixed Income, Separately Managed..., Bonds, 401k, Financial Services, Finance, Financial Advisory, FINRA, Series 24, Retirement Planning, Financial Analysis, Trading
Education
University of Oklahoma 1998 — 2000
MA, Economics
The Ohio State University 1988 — 1992
BA, National Security Policy
Erin Simpson Erin Simpson's Nuveen Investments Experience August 2007 - August 2010
Job Senior Client Relationship Manager
Industry Financial Services
Experience
The Newport Group August 2015 - Present
OppenheimerFunds December 2012 - March 2015
AllianceBernstein February 2011 - December 2012
Nuveen Investments August 2007 - August 2010
Skills
Asset Managment, Mutual Funds, Investment Strategies, Equities, Alternative Investments, Investments, Fixed Income, Series 7, Competitive Analysis, Capital Markets, Asset Management, Financial Services, Securities, Relationship Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
M.A., International Relations, International Economics
The Johns Hopkins University
B.A., International Relations
The Newport Group August 2015 - Present
OppenheimerFunds December 2012 - March 2015
AllianceBernstein February 2011 - December 2012
Nuveen Investments August 2007 - August 2010
Skills
Asset Managment, Mutual Funds, Investment Strategies, Equities, Alternative Investments, Investments, Fixed Income, Series 7, Competitive Analysis, Capital Markets, Asset Management, Financial Services, Securities, Relationship Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
M.A., International Relations, International Economics
The Johns Hopkins University
B.A., International Relations
Laurel O'Brien's Nuveen Investments Experience 1999 - 2005
Job Communications Strategy | Executive Visibility | Financial Communications
Industry Financial Services
Experience
Prudential Financial 2013 - Present
Lincoln Financial Group 2005 - 2012
St. Joseph's University, Temple University, Villanova University 2002 - 2006
Nuveen Investments 1999 - 2005
First Union Corp / CoreStates Financial Corp 1996 - 1999
Robert Morris Associates 1995 - 1996
ASTM (American Society for Testing and Materials) 1986 - 1995
Skills
Strategic Communications, Media Relations, Speech Writing, Internal Communications, Reputation Management, Crisis Communications, Change Communications, Public Relations, Organizational..., Executive Visibility, Executive Coaching, Financial Communications, Transaction..., Corporate Social..., Teaching & Mentoring, Leadership, Communications Planning, Corporate Communications, Marketing Communications, Messaging, Direct Marketing, Social Media Marketing, Press Releases, Financial Services, Strategy
Education
Temple University
Master of Journalism (MJ), Strategic Communications
Smith College
Bachelor of Arts (B.A.), Double Major: Political Science and French Literature
Prudential Financial 2013 - Present
Lincoln Financial Group 2005 - 2012
St. Joseph's University, Temple University, Villanova University 2002 - 2006
Nuveen Investments 1999 - 2005
First Union Corp / CoreStates Financial Corp 1996 - 1999
Robert Morris Associates 1995 - 1996
ASTM (American Society for Testing and Materials) 1986 - 1995
Skills
Strategic Communications, Media Relations, Speech Writing, Internal Communications, Reputation Management, Crisis Communications, Change Communications, Public Relations, Organizational..., Executive Visibility, Executive Coaching, Financial Communications, Transaction..., Corporate Social..., Teaching & Mentoring, Leadership, Communications Planning, Corporate Communications, Marketing Communications, Messaging, Direct Marketing, Social Media Marketing, Press Releases, Financial Services, Strategy
Education
Temple University
Master of Journalism (MJ), Strategic Communications
Smith College
Bachelor of Arts (B.A.), Double Major: Political Science and French Literature
Brijen Ved Brijen Ved's Nuveen Investments Experience August 2012 - November 2012
Job .net Lead at Guidance
Industry Computer Software
Experience
Guidance September 2014 - Present
Deloitte December 2012 - September 2014
Nuveen Investments August 2012 - November 2012
Casting Networks Inc. June 2009 - August 2012
University of Southern California January 2008 - May 2009
Hewlett-Packard India July 2006 - December 2006
Skills
C#, Web Applications, ASP.NET, jQuery, Microsoft SQL Server, .NET, SDLC, CSS, Software Development, HTML, JavaScript, XML, SSRS, IIS, SQL, WCF, REST, LINQ, Java, MVC, T-SQL, ASP.NET MVC, ASP.NET AJAX, AJAX, SQL Server, SOA, SOAP, DevExpress, Unit Testing, Product Management, API, Selenium, TFS, ASP, SSAS, Restful Services, JUnit, Moq, Microsoft Dynamics, EPiServer, Git
Education
University of Southern California 2007 — 2009
MS, Computer Science, A
Saurashtra University 2002 — 2006
Bachelors of Engineering, Computer Engineering, 3.92
St Mary's School 1987 — 2002
High School, Physical Sciences
Guidance September 2014 - Present
Deloitte December 2012 - September 2014
Nuveen Investments August 2012 - November 2012
Casting Networks Inc. June 2009 - August 2012
University of Southern California January 2008 - May 2009
Hewlett-Packard India July 2006 - December 2006
Skills
C#, Web Applications, ASP.NET, jQuery, Microsoft SQL Server, .NET, SDLC, CSS, Software Development, HTML, JavaScript, XML, SSRS, IIS, SQL, WCF, REST, LINQ, Java, MVC, T-SQL, ASP.NET MVC, ASP.NET AJAX, AJAX, SQL Server, SOA, SOAP, DevExpress, Unit Testing, Product Management, API, Selenium, TFS, ASP, SSAS, Restful Services, JUnit, Moq, Microsoft Dynamics, EPiServer, Git
Education
University of Southern California 2007 — 2009
MS, Computer Science, A
Saurashtra University 2002 — 2006
Bachelors of Engineering, Computer Engineering, 3.92
St Mary's School 1987 — 2002
High School, Physical Sciences
Bradley Stock Bradley Stock's Nuveen Investments Experience June 2011 - August 2011
Job Commercial Banking Associate at American Chartered Bank
Industry Financial Services
Experience
American Chartered Bank August 2013 - Present
University of Illinois at Urbana-Champaign May 2013 - June 2013
Cochrane Enterprises September 2010 - June 2013
Nuveen Investments June 2011 - August 2011
Center for Economic Progress December 2010 - March 2011
Jack Phelan Chevrolet January 2009 - August 2009
Erickson Oral & Maxillofacial Surgery, LLC July 2006 - August 2009
Edgewood Valley Country Club July 2003 - July 2006
Skills
Word, Microsoft Office, Customer Relations, Excel, PowerPoint
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
BS, Finance, Finance
RSM Erasmus Universiteit / Rotterdam School of Management 2012 — 2012
Finance
American Chartered Bank August 2013 - Present
University of Illinois at Urbana-Champaign May 2013 - June 2013
Cochrane Enterprises September 2010 - June 2013
Nuveen Investments June 2011 - August 2011
Center for Economic Progress December 2010 - March 2011
Jack Phelan Chevrolet January 2009 - August 2009
Erickson Oral & Maxillofacial Surgery, LLC July 2006 - August 2009
Edgewood Valley Country Club July 2003 - July 2006
Skills
Word, Microsoft Office, Customer Relations, Excel, PowerPoint
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
BS, Finance, Finance
RSM Erasmus Universiteit / Rotterdam School of Management 2012 — 2012
Finance
Zach Maupin Zach Maupin's Nuveen Investments Experience May 2006 - November 2012
Job Investment Control Group at Grantham, Mayo, Van Otterloo & Co LLC
Industry Investment Management
Experience
Grantham, Mayo, Van Otterloo & Co LLC November 2012 - Present
Nuveen Investments May 2006 - November 2012
Husic Capital Management June 1999 - May 2006
Orquesta Sinfónica del Estado de México September 1996 - January 1999
Skills
SimCorp Dimension, Charles River IMS, Advent Suite (Axys,..., ProTrak, Omgeo Suite..., Financial information..., Bloomberg (API, Data..., Microsoft Certified..., Networking, Bloomberg Terminal, Bloomberg, Finance, Trading Systems, Back Office, Suite, Asset Management, Portfolio Management, Securities, Mutual Funds, Market Data, Disaster Recovery, Fixed Income, Servers, Equities, Derivatives
Education
Swarthmore College 1989 — 1993
BA, Music
San Francisco Conservatory of Music 1994 — 1996
MA, Music - French horn
Grantham, Mayo, Van Otterloo & Co LLC November 2012 - Present
Nuveen Investments May 2006 - November 2012
Husic Capital Management June 1999 - May 2006
Orquesta Sinfónica del Estado de México September 1996 - January 1999
Skills
SimCorp Dimension, Charles River IMS, Advent Suite (Axys,..., ProTrak, Omgeo Suite..., Financial information..., Bloomberg (API, Data..., Microsoft Certified..., Networking, Bloomberg Terminal, Bloomberg, Finance, Trading Systems, Back Office, Suite, Asset Management, Portfolio Management, Securities, Mutual Funds, Market Data, Disaster Recovery, Fixed Income, Servers, Equities, Derivatives
Education
Swarthmore College 1989 — 1993
BA, Music
San Francisco Conservatory of Music 1994 — 1996
MA, Music - French horn
Silva Sevdalian Silva Sevdalian's Nuveen Investments Experience June 2004 - May 2005
Job Portfolio Specialist
Industry Investment Management
Experience
Morgan Stanley December 2007 - Present
Morgan Stanley June 2006 - December 2007
Morgan Stanley June 2005 - June 2006
Nuveen Investments June 2004 - May 2005
Nuveen Investments October 2002 - June 2004
UBS Painewebber May 2002 - September 2002
Skills
Series 7, Series 63, Fixed Income, Alternative Investments, Mutual Funds, Bloomberg, Asset Allocation, Hedge Funds, Equities, Fund Of Funds, Derivatives, Asset Managment, ETFs, Portfolio Management, Investments, Capital Markets, Separately Managed..., Wealth Management, Bonds, Investment Strategies
Education
Saint Joseph's University 2005 — 2008
MBA, Finance
Saint Joseph's University 1998 — 2002
Bachelor of Science, Dual Degree: Finance & Accounting
Morgan Stanley December 2007 - Present
Morgan Stanley June 2006 - December 2007
Morgan Stanley June 2005 - June 2006
Nuveen Investments June 2004 - May 2005
Nuveen Investments October 2002 - June 2004
UBS Painewebber May 2002 - September 2002
Skills
Series 7, Series 63, Fixed Income, Alternative Investments, Mutual Funds, Bloomberg, Asset Allocation, Hedge Funds, Equities, Fund Of Funds, Derivatives, Asset Managment, ETFs, Portfolio Management, Investments, Capital Markets, Separately Managed..., Wealth Management, Bonds, Investment Strategies
Education
Saint Joseph's University 2005 — 2008
MBA, Finance
Saint Joseph's University 1998 — 2002
Bachelor of Science, Dual Degree: Finance & Accounting
Francisco Torralba, Ph.D., CFA Francisco Torralba, Ph.D., CFA's Nuveen Investments Experience September 2008 - June 2009
Job Economist
Industry Financial Services
Experience
Ibbotson Associates (a registered investment adviser and subsidiary of Morningstar Inc.) June 2010 - Present
Nuveen Investments September 2008 - June 2009
KPMG España September 1999 - July 2001
Skills
Economics, Macroeconomics, Bonds, Financial Markets, Econometrics, Analysis, Economic Research, Stata, Asset Allocation, Investments, Forecasting, Stata, FactSet.
Education
The University of Chicago 2001 — 2010
Ph.D., Economics
The London School of Economics and Political Science (LSE) 2000 — 2000
Summer school, Financial economics
Universitat Pompeu Fabra 1995 — 1999
BA, Economics
Ibbotson Associates (a registered investment adviser and subsidiary of Morningstar Inc.) June 2010 - Present
Nuveen Investments September 2008 - June 2009
KPMG España September 1999 - July 2001
Skills
Economics, Macroeconomics, Bonds, Financial Markets, Econometrics, Analysis, Economic Research, Stata, Asset Allocation, Investments, Forecasting, Stata, FactSet.
Education
The University of Chicago 2001 — 2010
Ph.D., Economics
The London School of Economics and Political Science (LSE) 2000 — 2000
Summer school, Financial economics
Universitat Pompeu Fabra 1995 — 1999
BA, Economics
Alexis Williamson Alexis Williamson's Nuveen Investments Experience December 2007 - December 2009
Job Health & Wellness Coach at Mind. Body. Soul. Balance
Industry Health, Wellness and Fitness
Experience
Mind. Body. Soul. Balance September 2012 - Present
SuraFlow January 2011 - January 2012
Nuveen Investments December 2007 - December 2009
"Henry Poole Is Here" July 2007 - October 2007
Lakeshore Entertainment June 2005 - July 2007
San Diego State University Research Foundation 2003 - 2005
San Diego State Aztec Gymnsatics 2001 - 2003
Skills
Video Production, Marketing, Editing, Public Relations, Social Media, Social Media Marketing, Coaching, Nutritional Counseling, Nutrition Education, Yoga, Meditation, Stress Management, Breathwork, Online Advertising, Facebook, SEO, Entrepreneurship, Blogging, Event Planning, Wellness Coaching, Life Coaching, Wellness
Education
Integrated Life Coach Training with Sura Dahn 2011 — 2011
Certification
Vinca Von Muhlenberg Holistic Health Coach 2010 — 2010
Nutrition, Holistic Health Care
Whole Foods University 2010 — 2010
Vitamins, Body Care and Nutrition
Yoga Teacher Training 2010 — 2010
Travis Eliot/ Rudy Mettia - 200 hr Certification, Vinyasa Flow
Enlightened Entrepreneurs Retreat 2009 — 2009
Wellness, Marketing, Entrepreneurs, Leadership
University of California, Los Angeles 2006 — 2006
Extension Program, The Music Business: Record Label Start Up
University of California, Los Angeles 2006 — 2006
Extension Program, Creative Business Affairs in Entertainment
San Diego State University-California State University 2001 — 2005
Bachelor of Arts (B.A.), Theatre, Television & Film
Mind. Body. Soul. Balance September 2012 - Present
SuraFlow January 2011 - January 2012
Nuveen Investments December 2007 - December 2009
"Henry Poole Is Here" July 2007 - October 2007
Lakeshore Entertainment June 2005 - July 2007
San Diego State University Research Foundation 2003 - 2005
San Diego State Aztec Gymnsatics 2001 - 2003
Skills
Video Production, Marketing, Editing, Public Relations, Social Media, Social Media Marketing, Coaching, Nutritional Counseling, Nutrition Education, Yoga, Meditation, Stress Management, Breathwork, Online Advertising, Facebook, SEO, Entrepreneurship, Blogging, Event Planning, Wellness Coaching, Life Coaching, Wellness
Education
Integrated Life Coach Training with Sura Dahn 2011 — 2011
Certification
Vinca Von Muhlenberg Holistic Health Coach 2010 — 2010
Nutrition, Holistic Health Care
Whole Foods University 2010 — 2010
Vitamins, Body Care and Nutrition
Yoga Teacher Training 2010 — 2010
Travis Eliot/ Rudy Mettia - 200 hr Certification, Vinyasa Flow
Enlightened Entrepreneurs Retreat 2009 — 2009
Wellness, Marketing, Entrepreneurs, Leadership
University of California, Los Angeles 2006 — 2006
Extension Program, The Music Business: Record Label Start Up
University of California, Los Angeles 2006 — 2006
Extension Program, Creative Business Affairs in Entertainment
San Diego State University-California State University 2001 — 2005
Bachelor of Arts (B.A.), Theatre, Television & Film
David Song David Song's Nuveen Investments Experience 2012 - 2012
Job UtilityScale Solar Asset Management at First Solar
Industry Renewables & Environment
Experience
First Solar March 2015 - Present
First Solar July 2014 - March 2015
First Solar December 2012 - June 2014
Bay Area UC Irvine Alumni Association 2013 - 2014
DestinHaus LLC 2012 - 2012
Nuveen Investments 2012 - 2012
Kaiser Associates 2011 - 2012
Ernst & Young 2011 - 2011
Taylor-DeJongh 2010 - 2011
GroFin 2010 - 2010
Skills
Economics, Valuation, Due Diligence, Management Consulting, Business Strategy
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
International Economics & International Relations
University of California, Irvine
Political Science
First Solar March 2015 - Present
First Solar July 2014 - March 2015
First Solar December 2012 - June 2014
Bay Area UC Irvine Alumni Association 2013 - 2014
DestinHaus LLC 2012 - 2012
Nuveen Investments 2012 - 2012
Kaiser Associates 2011 - 2012
Ernst & Young 2011 - 2011
Taylor-DeJongh 2010 - 2011
GroFin 2010 - 2010
Skills
Economics, Valuation, Due Diligence, Management Consulting, Business Strategy
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
International Economics & International Relations
University of California, Irvine
Political Science
Cody Farmer, CFA Cody Farmer, CFA's Nuveen Investments Experience March 2007 - June 2008
Job Fixed Income Specialist, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - September 2015
Janus Capital Group September 2010 - February 2014
Janus Capital Group July 2008 - August 2010
Nuveen Investments March 2007 - June 2008
Bank of America 2006 - 2007
Bank of America June 2004 - June 2006
Skills
Public Speaking, Financial Markets, Fixed Income, International Business, Investments, Series 7
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
Texas Tech University 1995 — 1999
BS, Mathematics
University of North Texas 1993 — 1995
High School Diploma
Fidelity Investments February 2014 - September 2015
Janus Capital Group September 2010 - February 2014
Janus Capital Group July 2008 - August 2010
Nuveen Investments March 2007 - June 2008
Bank of America 2006 - 2007
Bank of America June 2004 - June 2006
Skills
Public Speaking, Financial Markets, Fixed Income, International Business, Investments, Series 7
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
Texas Tech University 1995 — 1999
BS, Mathematics
University of North Texas 1993 — 1995
High School Diploma
David Archer David Archer's Nuveen Investments Experience April 2011 - August 2012
Job Senior Investment Management Distribution Executive
Industry Financial Services
Experience
Investment Management Consultants Association (IMCA) January 2010 - Present
AMG Funds October 2012 - November 2014
Nuveen Investments April 2011 - August 2012
Charles Schwab August 2006 - April 2011
Prudential Financial March 1997 - December 2005
Paine Webber 1994 - 1997
Skills
Series 7, Series 63, FINRA, Mutual Funds, Series 24, CIMA, AIFA, Alternative Investments, Asset Allocation, Investments, Asset Management, Fixed Income, Equities, Wealth Management, Investment Strategies, Investment Advisory, Securities, Investment Management, Financial Services, Hedge Funds, Portfolio Management, Morningstar
Education
San Francisco State University
MBA
University of Michigan
BA, Philosopy
Investment Management Consultants Association (IMCA) January 2010 - Present
AMG Funds October 2012 - November 2014
Nuveen Investments April 2011 - August 2012
Charles Schwab August 2006 - April 2011
Prudential Financial March 1997 - December 2005
Paine Webber 1994 - 1997
Skills
Series 7, Series 63, FINRA, Mutual Funds, Series 24, CIMA, AIFA, Alternative Investments, Asset Allocation, Investments, Asset Management, Fixed Income, Equities, Wealth Management, Investment Strategies, Investment Advisory, Securities, Investment Management, Financial Services, Hedge Funds, Portfolio Management, Morningstar
Education
San Francisco State University
MBA
University of Michigan
BA, Philosopy
Adam Shane Adam Shane's Nuveen Investments Experience September 2007 - July 2010
Job Director, Fixed Income Research at Northern Trust
Industry Investment Management
Experience
Northern Trust Asset Management October 2013 - Present
Northern Trust Asset Management March 2012 - October 2013
Northern Trust Asset Management July 2010 - March 2012
Nuveen Investments September 2007 - July 2010
Nuveen Investments September 2005 - September 2007
Nuveen Investments August 2003 - August 2005
Liberty Mutual Group March 2000 - July 2001
Liberty Mutual Group August 1997 - February 2000
Skills
Research, Municipal Bonds, Fixed Income, Mutual Funds, Financial Modeling, Bonds, Asset Managment, Investments, Bloomberg, Valuation, Series 7, Due Diligence, Investment Management, Financial Analysis, Asset Management, Capital Markets, Fixed Income Analysis, Management, Munis
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Finance, Accounting
Williams College 1993 — 1997
BA, History
Simsbury High School 1989 — 1993
Joshua Eaton Elementary School 1981 — 1985
Northern Trust Asset Management October 2013 - Present
Northern Trust Asset Management March 2012 - October 2013
Northern Trust Asset Management July 2010 - March 2012
Nuveen Investments September 2007 - July 2010
Nuveen Investments September 2005 - September 2007
Nuveen Investments August 2003 - August 2005
Liberty Mutual Group March 2000 - July 2001
Liberty Mutual Group August 1997 - February 2000
Skills
Research, Municipal Bonds, Fixed Income, Mutual Funds, Financial Modeling, Bonds, Asset Managment, Investments, Bloomberg, Valuation, Series 7, Due Diligence, Investment Management, Financial Analysis, Asset Management, Capital Markets, Fixed Income Analysis, Management, Munis
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Finance, Accounting
Williams College 1993 — 1997
BA, History
Simsbury High School 1989 — 1993
Joshua Eaton Elementary School 1981 — 1985
Adam J. Myers, CFP(R), CRPC(R)'s Nuveen Investments Experience September 2013 - Present
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2013 - Present
Nuveen Investments December 2010 - September 2013
Merrill Lynch August 2008 - November 2010
Merrill Lynch May 2006 - August 2008
Merrill Lynch December 2005 - May 2006
Merrill Lynch August 2004 - December 2005
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Finance and Economics
University of Dayton 2003 — 2006
Bachelor of Science in Business Administration, Finance and Business Economics
United States Air Force Academy 2002 — 2003
Business Adminstration
Nuveen Investments September 2013 - Present
Nuveen Investments December 2010 - September 2013
Merrill Lynch August 2008 - November 2010
Merrill Lynch May 2006 - August 2008
Merrill Lynch December 2005 - May 2006
Merrill Lynch August 2004 - December 2005
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Finance and Economics
University of Dayton 2003 — 2006
Bachelor of Science in Business Administration, Finance and Business Economics
United States Air Force Academy 2002 — 2003
Business Adminstration
Frank J Horsman Frank J Horsman's Nuveen Investments Experience 2002 - 2008
Job Comprehensive Planning Specialist
Industry Insurance
Experience
Senior Market Solutions of Georgia December 2010 - Present
Tusculum College July 2009 - December 2014
Genworth Financial March 2010 - December 2011
Covenant Long-Term Care Services July 2008 - February 2010
Nuveen Investments 2002 - 2008
Schwab Institutional (SI) October 1992 - August 2002
Neuberger and Berman and Citibank Trust January 1990 - January 1992
Skills
Financial Advisory, Wealth Management, Mutual Funds, Insurance, Securities, Fixed Annuities, Investments, Long Term Care, Indexed Annuities, Sales Process, Business Development, Long-term Care, Asset Allocation, Portfolio Management, Employee Benefits, Retirement, Investment Management, Asset Management, Series 63, Investment Advisory, Investment Strategies, Financial Services, Alternative Investments, Disability Insurance,..., Disability Insurance, Long Term Care Insurance, Financial Planners, Wealth, Life Insurance, Risk Management, 401k, Retirement Planning, Management, Leadership, Finance, Sales, Financial Planning, Term Life Insurance, Health Insurance, Brokers, Strategic Planning, Underwriting
Education
Tusculum College 1964 — 1969
B.S., Business Administration and Economics
The Ohio State University 1973 — 1975
ABA, NS - Real Estate Finance
John I Burton 1960 — 1964
Degree, College Prep
Senior Market Solutions of Georgia December 2010 - Present
Tusculum College July 2009 - December 2014
Genworth Financial March 2010 - December 2011
Covenant Long-Term Care Services July 2008 - February 2010
Nuveen Investments 2002 - 2008
Schwab Institutional (SI) October 1992 - August 2002
Neuberger and Berman and Citibank Trust January 1990 - January 1992
Skills
Financial Advisory, Wealth Management, Mutual Funds, Insurance, Securities, Fixed Annuities, Investments, Long Term Care, Indexed Annuities, Sales Process, Business Development, Long-term Care, Asset Allocation, Portfolio Management, Employee Benefits, Retirement, Investment Management, Asset Management, Series 63, Investment Advisory, Investment Strategies, Financial Services, Alternative Investments, Disability Insurance,..., Disability Insurance, Long Term Care Insurance, Financial Planners, Wealth, Life Insurance, Risk Management, 401k, Retirement Planning, Management, Leadership, Finance, Sales, Financial Planning, Term Life Insurance, Health Insurance, Brokers, Strategic Planning, Underwriting
Education
Tusculum College 1964 — 1969
B.S., Business Administration and Economics
The Ohio State University 1973 — 1975
ABA, NS - Real Estate Finance
John I Burton 1960 — 1964
Degree, College Prep
Ashraf Ahmad Ashraf Ahmad's Nuveen Investments Experience May 2008 - September 2012
Job Portfolio Accountant 3
Industry Financial Services
Experience
Wells Capital Management (Wells Fargo) October 2013 - Present
Nuveen Investments May 2008 - September 2012
Fannie Mae 2012 - 2012
Citi July 2007 - December 2007
JPMorgan Chase March 2005 - May 2007
Citigroup July 2004 - November 2004
CBIZ - Century Business Services Company February 2000 - June 2004
Skills
Portfolio Management, Account Reconciliation, Bloomberg, Accounting, Valuation, Asset Management, Finance, Derivatives, Securities, Mutual Funds, Investments, Analysis, Bonds, Management, Fixed Income
Education
Old Westbury University (SUNY) 1995 — 1999
Bachelor of Science, Finance
State University of New York College at Old Westbury 1995 — 1999
BS, Finance
Wells Capital Management (Wells Fargo) October 2013 - Present
Nuveen Investments May 2008 - September 2012
Fannie Mae 2012 - 2012
Citi July 2007 - December 2007
JPMorgan Chase March 2005 - May 2007
Citigroup July 2004 - November 2004
CBIZ - Century Business Services Company February 2000 - June 2004
Skills
Portfolio Management, Account Reconciliation, Bloomberg, Accounting, Valuation, Asset Management, Finance, Derivatives, Securities, Mutual Funds, Investments, Analysis, Bonds, Management, Fixed Income
Education
Old Westbury University (SUNY) 1995 — 1999
Bachelor of Science, Finance
State University of New York College at Old Westbury 1995 — 1999
BS, Finance
Alan A. Brown Alan A. Brown's Nuveen Investments Experience 2007 - 2010
Job Executive Vice President Institutional Markets
Industry Investment Management
Experience
Black Creek Group/Dividend Capital February 2012 - Present
Janus Capital Group January 2013 - Present
Nuveen Global Investors LLC April 2007 - September 2011
Nuveen Investments 2007 - 2010
Nuveen Investments 2005 - 2010
Nuveen Investments 2001 - 2005
Amazon.com 2000 - 2001
Concur Technologies 1999 - 2000
MasterCard 1996 - 1999
First Bank System (US Bank Corp) 1993 - 1996
Skills
Integrated Marketing, Investment Management, Product Marketing, Management, Strategy, Sales, Marketing, Equities, Market Research, Marketing Communications, Product Development, P&L Management, Entrepreneurship, Leadership, Investment Strategies, P&L Responsibility, Management Consulting, Fixed Income, Capital Markets, Separately Managed..., Series 24
Education
Stanford University
BA, Economics, Political Science
Black Creek Group/Dividend Capital February 2012 - Present
Janus Capital Group January 2013 - Present
Nuveen Global Investors LLC April 2007 - September 2011
Nuveen Investments 2007 - 2010
Nuveen Investments 2005 - 2010
Nuveen Investments 2001 - 2005
Amazon.com 2000 - 2001
Concur Technologies 1999 - 2000
MasterCard 1996 - 1999
First Bank System (US Bank Corp) 1993 - 1996
Skills
Integrated Marketing, Investment Management, Product Marketing, Management, Strategy, Sales, Marketing, Equities, Market Research, Marketing Communications, Product Development, P&L Management, Entrepreneurship, Leadership, Investment Strategies, P&L Responsibility, Management Consulting, Fixed Income, Capital Markets, Separately Managed..., Series 24
Education
Stanford University
BA, Economics, Political Science
Natalie Rubenoff's Nuveen Investments Experience September 2013 - Present
Job eMarketing Content Associate at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2013 - Present
Nuveen Investments March 2013 - September 2013
Nuveen Investments February 2012 - March 2013
Smart Resources, Inc September 2011 - February 2012
Kennedy Incorporated January 2011 - May 2011
Salve Regina University February 2010 - May 2010
Skills
Access, PowerPoint, SharePoint, InfoPath Forms, Adobe LiveCycle Designer, Visio, Microsoft Excel, Microsoft Word, SPSS, InDesign, Illustrator, Series 7
Education
Salve Regina University 2010 — 2011
Master, Business Administration
Salve Regina University 2006 — 2010
Bachelor of Science Degree, Marketing; Business Administration
Nuveen Investments September 2013 - Present
Nuveen Investments March 2013 - September 2013
Nuveen Investments February 2012 - March 2013
Smart Resources, Inc September 2011 - February 2012
Kennedy Incorporated January 2011 - May 2011
Salve Regina University February 2010 - May 2010
Skills
Access, PowerPoint, SharePoint, InfoPath Forms, Adobe LiveCycle Designer, Visio, Microsoft Excel, Microsoft Word, SPSS, InDesign, Illustrator, Series 7
Education
Salve Regina University 2010 — 2011
Master, Business Administration
Salve Regina University 2006 — 2010
Bachelor of Science Degree, Marketing; Business Administration
Ron Caldwell Ron Caldwell's Nuveen Investments Experience 1987 - 1996
Job Vice President, Regional Sales Director at Salient Parters
Industry Financial Services
Experience
Salient Partners February 2014 - Present
William Blair & Company December 2011 - February 2014
Suburban Parent Magazine 2012 - 2014
Guggenheim Funds August 2009 - January 2012
Allianz Life 2008 - 2009
Invesco Ltd. June 2003 - April 2008
Invesco Aim 2003 - 2008
Morgan Stanley 1997 - 2002
Lord Abbett 1996 - 1997
Nuveen Investments 1987 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Investments, Financial Planning, Asset Allocation, CIMA, Series 63, ETFs, Series 6, Wholesaling, Public Speaking, Series 65, Strategic Financial..., Equities, Portfolio Management, Hedge Funds, Wholesale, Separately Managed..., Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management, 401k, Financial Services, Series 24, Financial Advisory, Uniform Combined State..., Retirement Planning, Life Insurance, Investment Advisory, Retirement, Fixed Income, FINRA, Estate Planning, Investment Management, Fixed Annuities, Bonds, Certified Financial..., IRAs, Wealth, Finance, Sales, Strategy, Financial Analysis, Relationship Management
Education
Southern Methodist University 1994 — 1996
MLA, liberal arts
The University of Texas at Austin 1978 — 1980
BBA, Finance
Carroll High 1974 — 1978
Salient Partners February 2014 - Present
William Blair & Company December 2011 - February 2014
Suburban Parent Magazine 2012 - 2014
Guggenheim Funds August 2009 - January 2012
Allianz Life 2008 - 2009
Invesco Ltd. June 2003 - April 2008
Invesco Aim 2003 - 2008
Morgan Stanley 1997 - 2002
Lord Abbett 1996 - 1997
Nuveen Investments 1987 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Investments, Financial Planning, Asset Allocation, CIMA, Series 63, ETFs, Series 6, Wholesaling, Public Speaking, Series 65, Strategic Financial..., Equities, Portfolio Management, Hedge Funds, Wholesale, Separately Managed..., Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management, 401k, Financial Services, Series 24, Financial Advisory, Uniform Combined State..., Retirement Planning, Life Insurance, Investment Advisory, Retirement, Fixed Income, FINRA, Estate Planning, Investment Management, Fixed Annuities, Bonds, Certified Financial..., IRAs, Wealth, Finance, Sales, Strategy, Financial Analysis, Relationship Management
Education
Southern Methodist University 1994 — 1996
MLA, liberal arts
The University of Texas at Austin 1978 — 1980
BBA, Finance
Carroll High 1974 — 1978
Lenna Ohanesian Lenna Ohanesian's Nuveen Investments Experience June 2013 - August 2013
Job International Affairs
Industry International Affairs
Experience
Armenian Young Lawyers Association June 2015 - August 2015
Office Of Ombudsman May 2015 - July 2015
United Nations Population Fund (UNFPA) May 2015 - June 2015
Citizens United for Research in Epilepsy (CURE) November 2014 - March 2015
Ebertfest Film Festival November 2013 - April 2014
Nuveen Investments June 2013 - August 2013
Camp Haiastan June 2011 - August 2012
Skills
Public Relations, Public Speaking, Microsoft Word, Social Media, PowerPoint, Research, Microsoft Excel, Cooking, Writing, Event Planning, Social Media Marketing, eMarketing, Blogging
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Arts (B.A.), French Commercial Studies with a concentration in Business Administration
Sciences Po Paris 2012 — 2013
Exchange Student, French Literature and Politics
Lake Forest High School 2007 — 2010
General High School Degree, General
Armenian Young Lawyers Association June 2015 - August 2015
Office Of Ombudsman May 2015 - July 2015
United Nations Population Fund (UNFPA) May 2015 - June 2015
Citizens United for Research in Epilepsy (CURE) November 2014 - March 2015
Ebertfest Film Festival November 2013 - April 2014
Nuveen Investments June 2013 - August 2013
Camp Haiastan June 2011 - August 2012
Skills
Public Relations, Public Speaking, Microsoft Word, Social Media, PowerPoint, Research, Microsoft Excel, Cooking, Writing, Event Planning, Social Media Marketing, eMarketing, Blogging
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Arts (B.A.), French Commercial Studies with a concentration in Business Administration
Sciences Po Paris 2012 — 2013
Exchange Student, French Literature and Politics
Lake Forest High School 2007 — 2010
General High School Degree, General
Stephen Fong Stephen Fong's Nuveen Investments Experience April 2012 - June 2015
Job Associate at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments April 2012 - June 2015
Jefferies & Company March 2010 - March 2012
Ernst & Young - Transaction Advisory Services August 2008 - March 2010
KPMG September 2006 - September 2007
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Financial Analysis, Capital IQ, Equity Research, Corporate Finance, Business Valuation, Bloomberg, Due Diligence, Mergers, Mergers & Acquisitions, Equities, Investment Management, Finance, Investments, Carpet Cleaning
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor of Science (BS), Business Administration, Overall GPA: 3.7/4.0
The Hong Kong University of Science and Technology 2006 — 2006
Accounting and Finance
Yonsei University 2006 — 2006
Korean Language and Literature
Nuveen Investments April 2012 - June 2015
Jefferies & Company March 2010 - March 2012
Ernst & Young - Transaction Advisory Services August 2008 - March 2010
KPMG September 2006 - September 2007
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Financial Analysis, Capital IQ, Equity Research, Corporate Finance, Business Valuation, Bloomberg, Due Diligence, Mergers, Mergers & Acquisitions, Equities, Investment Management, Finance, Investments, Carpet Cleaning
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor of Science (BS), Business Administration, Overall GPA: 3.7/4.0
The Hong Kong University of Science and Technology 2006 — 2006
Accounting and Finance
Yonsei University 2006 — 2006
Korean Language and Literature
Marta Haynes, MBA Marta Haynes, MBA's Nuveen Investments Experience June 2012 - August 2012
Job IBM Analytics, Various Roles at IBM
Industry Information Technology and Services
Experience
Carlson Executive Education, University of Minnesota September 2015 - Present
IBM June 2013 - Present
Nuveen Investments June 2012 - August 2012
Tech Coast Angels March 2012 - May 2012
FAF Advisors May 2003 - July 2008
Jeffrey Slocum & Associates December 2002 - May 2003
3M July 2001 - August 2002
Skills
Highly Analytical, Investments, Asset Management, Fixed Income, Financial Analysis, Analysis, Excel, Portfolio Management, Due Diligence, Operational Due..., Management Due Diligence, Healthcare, Medical Devices, SWOT analysis, Venture Capital, Start-up Consulting, Early-stage Startups, Start-up Ventures, International..., Strategic Consulting, Strategic Leadership, Cross-functional Team..., Microsoft Excel, Forecasting, Asset Managment, Strategic Planning, Leadership, Competitive Analysis, Management, Management Consulting, Program Management, Finance, Data Analysis, Business Planning, Training, Financial Services, Marketing, Accounting, Sales, Consulting, Financial Modeling
Education
University of San Diego 2011 — 2013
International MBA, Investments & Finance
St. Catherine University 2008 — 2009
Graduate Level Certificate, Holistic Health Studies
St. Olaf College 1997 — 2001
B.A., Economics & Women's Studies
Carlson Executive Education, University of Minnesota September 2015 - Present
IBM June 2013 - Present
Nuveen Investments June 2012 - August 2012
Tech Coast Angels March 2012 - May 2012
FAF Advisors May 2003 - July 2008
Jeffrey Slocum & Associates December 2002 - May 2003
3M July 2001 - August 2002
Skills
Highly Analytical, Investments, Asset Management, Fixed Income, Financial Analysis, Analysis, Excel, Portfolio Management, Due Diligence, Operational Due..., Management Due Diligence, Healthcare, Medical Devices, SWOT analysis, Venture Capital, Start-up Consulting, Early-stage Startups, Start-up Ventures, International..., Strategic Consulting, Strategic Leadership, Cross-functional Team..., Microsoft Excel, Forecasting, Asset Managment, Strategic Planning, Leadership, Competitive Analysis, Management, Management Consulting, Program Management, Finance, Data Analysis, Business Planning, Training, Financial Services, Marketing, Accounting, Sales, Consulting, Financial Modeling
Education
University of San Diego 2011 — 2013
International MBA, Investments & Finance
St. Catherine University 2008 — 2009
Graduate Level Certificate, Holistic Health Studies
St. Olaf College 1997 — 2001
B.A., Economics & Women's Studies
Leah Wooldridge Leah Wooldridge's Nuveen Investments Experience September 2012 - Present
Job Program Director at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments September 2012 - Present
Nuveen Investments July 2011 - September 2012
Northwestern Mutual May 2011 - November 2011
CytoSport, Inc. May 2011 - July 2011
Capital Fitness, Inc November 2009 - January 2011
Massman Group, LLC August 2009 - January 2011
Skills
Program Directing, Microsoft Office, Management, Program Management, Microsoft Excel, Finance, Sales, Leadership, Event Planning, Financial Analysis, Strategic Planning, Data Analysis
Education
Roosevelt University 2011 — 2013
Catholic Central High School
Harold Washington College
Liberal Arts and Science Applications; Business Marketing
Nuveen Investments September 2012 - Present
Nuveen Investments July 2011 - September 2012
Northwestern Mutual May 2011 - November 2011
CytoSport, Inc. May 2011 - July 2011
Capital Fitness, Inc November 2009 - January 2011
Massman Group, LLC August 2009 - January 2011
Skills
Program Directing, Microsoft Office, Management, Program Management, Microsoft Excel, Finance, Sales, Leadership, Event Planning, Financial Analysis, Strategic Planning, Data Analysis
Education
Roosevelt University 2011 — 2013
Catholic Central High School
Harold Washington College
Liberal Arts and Science Applications; Business Marketing
Keith S. Markey's Nuveen Investments Experience 2011 - 2012
Job Senior Talent Acquisition Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation 2015 - Present
Northwestern Mutual 2013 - 2015
Robert Half International - Accountemps 2012 - 2013
Nuveen Investments 2011 - 2012
Canyon Capital Advisors 2010 - 2010
Bernstein Private Wealth Management 2010 - 2010
Fuze Beverage - a Coca-Cola Company 2007 - 2009
Morgan Stanley 2002 - 2007
Skills
Derivatives, Recruiting, Staffing Services, Internet Recruiting, Equities, Temporary Placement, Bloomberg, Swapswire, Temporary Staffing, Resume Writing, Finance, Fixed Income, Microsoft Excel, PowerPoint, Interviews, Onboarding, Screening Resumes, Client Services, Microsoft Word, Sourcing, Career Counseling, Mutual Funds, Private Client Services, Client Service Oriented, CRM, ProTrack, Unix, DTCC, Mac OS, Windows, Access, Sim Corp Dimension, Social Media, SAG, AFTRA, AEA, Client/Hiring Manager..., Candidate Marketing, Career Development..., Life Insurance, Insurance, Fixed Annuities, Variable Annuities, College Funding..., College Funds, Estate Planning, Strategic Financial..., Management, Sales, Leadership
Education
Sacred Heart University
BS, Business, dual concentration in Marketing and Management
Poly Prep Country Day School
High School
E*TRADE Financial Corporation 2015 - Present
Northwestern Mutual 2013 - 2015
Robert Half International - Accountemps 2012 - 2013
Nuveen Investments 2011 - 2012
Canyon Capital Advisors 2010 - 2010
Bernstein Private Wealth Management 2010 - 2010
Fuze Beverage - a Coca-Cola Company 2007 - 2009
Morgan Stanley 2002 - 2007
Skills
Derivatives, Recruiting, Staffing Services, Internet Recruiting, Equities, Temporary Placement, Bloomberg, Swapswire, Temporary Staffing, Resume Writing, Finance, Fixed Income, Microsoft Excel, PowerPoint, Interviews, Onboarding, Screening Resumes, Client Services, Microsoft Word, Sourcing, Career Counseling, Mutual Funds, Private Client Services, Client Service Oriented, CRM, ProTrack, Unix, DTCC, Mac OS, Windows, Access, Sim Corp Dimension, Social Media, SAG, AFTRA, AEA, Client/Hiring Manager..., Candidate Marketing, Career Development..., Life Insurance, Insurance, Fixed Annuities, Variable Annuities, College Funding..., College Funds, Estate Planning, Strategic Financial..., Management, Sales, Leadership
Education
Sacred Heart University
BS, Business, dual concentration in Marketing and Management
Poly Prep Country Day School
High School
Ronald R. Macleod's Nuveen Investments Experience January 2007 - July 2008
Job Managing Director FFO
Industry Financial Services
Experience
FFO February 2015 - Present
Baciu Family Capital November 1999 - Present
SoFi/Cabezon Investment Group December 2012 - February 2014
Rockefeller & Co., Inc. May 2010 - May 2012
Nuveen Investments January 2007 - July 2008
UST 2005 - 2007
BNY Mellon 2002 - 2005
Santa Barbara Technology Group 2001 - 2004
NASDAQ January 1997 - 2001
The Carson Group 1995 - 1997
Skills
Family Office Speciality, Family Office Dynamics, Family Office..., Family Office Expert, Wealth Management, Investments, Alternative Investments, Strategic Planning and..., Marketing Expert, Trustee Advisor to..., Trustee to family board, Family Office, Marketing, Wealth, Financial Advisory, Finance, Strategic Planning, Hedge Funds, Asset Allocation, Financial Services, Asset Management, Capital Markets, Venture Capital, Financial Analysis, Business Development, Private Equity, Equities, Business Strategy, Marketing Strategy, Business Intelligence, Strategic Partnerships, Strategy, Investor Relations, Investor Liaison, Start-ups, Series 7, Series 65, Entrepreneurship, Socially Responsible..., Social Entrepreneurship, Capital IQ, Human Capital, Risk Management, next gen education, Team Leadership, Strategic Leadership, Direct Investments, Co-investments, Investment Advisory, Portfolio Management
Education
University of California, Los Angeles
Stanford Graduate School of Business Executive Education 2006 — 2007
Graduate School of Business
Santa Monica College
Pacific Palisades High School
Diploma
Stanford University 2014 — 2014
MOOC
FFO February 2015 - Present
Baciu Family Capital November 1999 - Present
SoFi/Cabezon Investment Group December 2012 - February 2014
Rockefeller & Co., Inc. May 2010 - May 2012
Nuveen Investments January 2007 - July 2008
UST 2005 - 2007
BNY Mellon 2002 - 2005
Santa Barbara Technology Group 2001 - 2004
NASDAQ January 1997 - 2001
The Carson Group 1995 - 1997
Skills
Family Office Speciality, Family Office Dynamics, Family Office..., Family Office Expert, Wealth Management, Investments, Alternative Investments, Strategic Planning and..., Marketing Expert, Trustee Advisor to..., Trustee to family board, Family Office, Marketing, Wealth, Financial Advisory, Finance, Strategic Planning, Hedge Funds, Asset Allocation, Financial Services, Asset Management, Capital Markets, Venture Capital, Financial Analysis, Business Development, Private Equity, Equities, Business Strategy, Marketing Strategy, Business Intelligence, Strategic Partnerships, Strategy, Investor Relations, Investor Liaison, Start-ups, Series 7, Series 65, Entrepreneurship, Socially Responsible..., Social Entrepreneurship, Capital IQ, Human Capital, Risk Management, next gen education, Team Leadership, Strategic Leadership, Direct Investments, Co-investments, Investment Advisory, Portfolio Management
Education
University of California, Los Angeles
Stanford Graduate School of Business Executive Education 2006 — 2007
Graduate School of Business
Santa Monica College
Pacific Palisades High School
Diploma
Stanford University 2014 — 2014
MOOC
Charlie Plimpton Charlie Plimpton's Nuveen Investments Experience February 1984 - August 1997
Job Retired from Citigroup Global Markets Inc
Industry Capital Markets
Experience
Retired June 2012 - Present
Citigroup Global Markets Inc August 2002 - August 2012
Merrill Lynch August 1997 - August 2002
Nuveen Investments February 1984 - August 1997
Paine Webber February 1981 - February 1984
The Northern Trust Company July 1977 - February 1981
Skills
Finance, Investments, Nonprofits, Fixed Income, Corporate Finance, Capital Markets, Hedge Funds, Healthcare, Equities, Private Equity, Alternative Investments, Venture Capital, Financial Modeling, Bonds, Financial Analysis, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1975 — 1977
Masters of Business Administration, Accounting and Finance
University of Pennsylvania 1967 — 1971
Bachelor of Arts (BA), History
Retired June 2012 - Present
Citigroup Global Markets Inc August 2002 - August 2012
Merrill Lynch August 1997 - August 2002
Nuveen Investments February 1984 - August 1997
Paine Webber February 1981 - February 1984
The Northern Trust Company July 1977 - February 1981
Skills
Finance, Investments, Nonprofits, Fixed Income, Corporate Finance, Capital Markets, Hedge Funds, Healthcare, Equities, Private Equity, Alternative Investments, Venture Capital, Financial Modeling, Bonds, Financial Analysis, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1975 — 1977
Masters of Business Administration, Accounting and Finance
University of Pennsylvania 1967 — 1971
Bachelor of Arts (BA), History
Daniel Barker's Nuveen Investments Experience 1988 - 1990
Job Regional Director at Willis Consulting, Inc.
Industry Financial Services
Experience
Blaylock Beal Van, LLC October 2013 - June 2015
Amernet August 2011 - October 2013
WorldWide Speakers Group March 2011 - August 2011
Caldwell, Flores Winters, Inc January 2007 - January 2009
M.L Stern & Company April 2003 - December 2006
Western Municipal Securities January 2000 - January 2003
UBS PaineWebber, Inc January 1998 - January 2000
Stone & Youngberg LLC January 1993 - January 1998
Charles Schwab 1991 - 1992
Nuveen Investments 1988 - 1990
Skills
Business Development, Leadership, Sales, Management, Strategic Partnerships, Start-ups, CRM, Strategy, New Business Development, Financial Services, Finance, Banking, Lead Generation, Strategic Planning, Financial Analysis, Enterprise Software, Solution Selling, Series 7, Fixed Income, Securities, trading, municipal bonds, Municipal Bonds, Municipalities, Trading
Education
San Diego State University-California State University 1981 — 1986
Bachelor of Arts, Environmental and Resource Geography
Miramonte High School
tassajara
Blaylock Beal Van, LLC October 2013 - June 2015
Amernet August 2011 - October 2013
WorldWide Speakers Group March 2011 - August 2011
Caldwell, Flores Winters, Inc January 2007 - January 2009
M.L Stern & Company April 2003 - December 2006
Western Municipal Securities January 2000 - January 2003
UBS PaineWebber, Inc January 1998 - January 2000
Stone & Youngberg LLC January 1993 - January 1998
Charles Schwab 1991 - 1992
Nuveen Investments 1988 - 1990
Skills
Business Development, Leadership, Sales, Management, Strategic Partnerships, Start-ups, CRM, Strategy, New Business Development, Financial Services, Finance, Banking, Lead Generation, Strategic Planning, Financial Analysis, Enterprise Software, Solution Selling, Series 7, Fixed Income, Securities, trading, municipal bonds, Municipal Bonds, Municipalities, Trading
Education
San Diego State University-California State University 1981 — 1986
Bachelor of Arts, Environmental and Resource Geography
Miramonte High School
tassajara
Jean Glanzman O'Brien Jean Glanzman O'Brien's Nuveen Investments Experience 1996 - 1999
Job Managing Director at Sterne Agee Leach
Industry Financial Services
Experience
Sterne Agee Leach January 2015 - Present
Vandham Securities October 2014 - January 2015
Piper Jaffray August 1999 - September 2014
Nuveen Investments 1996 - 1999
Tucker Anthony 1992 - 1996
Skills
Securities, Capital Markets, Investment Banking, Alternative Investments, Asset Management, Investments, Equities, Portfolio Management, Bonds, Asset Managment, Financial Structuring, Public Finance, Derivatives, Structured Finance, Series 24, MBS, Financial Modeling, Series 63, Series 7,..., Fixed Income
Education
St. Francis College
BS, Accounting
Sterne Agee Leach January 2015 - Present
Vandham Securities October 2014 - January 2015
Piper Jaffray August 1999 - September 2014
Nuveen Investments 1996 - 1999
Tucker Anthony 1992 - 1996
Skills
Securities, Capital Markets, Investment Banking, Alternative Investments, Asset Management, Investments, Equities, Portfolio Management, Bonds, Asset Managment, Financial Structuring, Public Finance, Derivatives, Structured Finance, Series 24, MBS, Financial Modeling, Series 63, Series 7,..., Fixed Income
Education
St. Francis College
BS, Accounting
Michael McGrath's Nuveen Investments Experience July 2001 - May 2004
Job Founder at MPM Advisors, LLC
Industry Financial Services
Experience
MPM Advisors, LLC January 2015 - Present
Perella Weinberg Partners May 2012 - December 2014
Morgan Stanley June 2009 - November 2011
Morgan Stanley 2007 - 2009
Morgan Stanley 2004 - 2007
Nuveen Investments July 2001 - May 2004
Skills
Product Strategy and..., Product Development, Platform Design and..., Management, Alternative Investments, Hedge Funds, Investment Management, Segmentation, Fund Of Funds, Investment Strategies, Mutual Funds, Private Equity, Due Diligence, Risk Management, Wealth Management, Strategy, Asset Management, Investments, Capital Markets, Wealth Management..., Equities, Portfolio Management, Product Management, ETFs, Asset Allocation, Animal Husbandry, Mergers & Acquisitions, Bird Watching, Asset Managment, Fixed Income, P&L Management, Speed Reading, Series 7, Gymnastics, Trading
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Saint Peter's University 1986 — 1990
BA, Political Science
Saint Peter's Preparatory School 1982 — 1986
high school diploma
OLV 1975 — 1982
grammar school diploma, milk and cookies
MPM Advisors, LLC January 2015 - Present
Perella Weinberg Partners May 2012 - December 2014
Morgan Stanley June 2009 - November 2011
Morgan Stanley 2007 - 2009
Morgan Stanley 2004 - 2007
Nuveen Investments July 2001 - May 2004
Skills
Product Strategy and..., Product Development, Platform Design and..., Management, Alternative Investments, Hedge Funds, Investment Management, Segmentation, Fund Of Funds, Investment Strategies, Mutual Funds, Private Equity, Due Diligence, Risk Management, Wealth Management, Strategy, Asset Management, Investments, Capital Markets, Wealth Management..., Equities, Portfolio Management, Product Management, ETFs, Asset Allocation, Animal Husbandry, Mergers & Acquisitions, Bird Watching, Asset Managment, Fixed Income, P&L Management, Speed Reading, Series 7, Gymnastics, Trading
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Saint Peter's University 1986 — 1990
BA, Political Science
Saint Peter's Preparatory School 1982 — 1986
high school diploma
OLV 1975 — 1982
grammar school diploma, milk and cookies
Charles Manzoni Charles Manzoni's Nuveen Investments Experience January 2011 - Present
Job Managing Director at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments January 2011 - Present
Gardner Carton & Douglas 1977 - 2004
Zurich Scudder Investments 1996 - 1998
A.G. Becker 1975 - 1977
US Securities and Exchange Commission December 1972 - 1975
Skills
Series 7, Securities, Asset Management, Alternative Investments, Asset Managment, Investments, Management, Hedge Funds, Mutual Funds, Asset Allocation, ETFs, Separately Managed...
Education
University of Santa Clara 1965 — 1972
BA and JD, History and Law
Nuveen Investments January 2011 - Present
Gardner Carton & Douglas 1977 - 2004
Zurich Scudder Investments 1996 - 1998
A.G. Becker 1975 - 1977
US Securities and Exchange Commission December 1972 - 1975
Skills
Series 7, Securities, Asset Management, Alternative Investments, Asset Managment, Investments, Management, Hedge Funds, Mutual Funds, Asset Allocation, ETFs, Separately Managed...
Education
University of Santa Clara 1965 — 1972
BA and JD, History and Law
David Walasinski David Walasinski's Nuveen Investments Experience September 2009 - March 2012
Job Operational Risk Analyst at LGIMA
Industry Financial Services
Experience
Legal & General Investment Management America March 2012 - Present
Nuveen Investments September 2009 - March 2012
Fiserv March 2008 - May 2009
The Ohio State University December 2006 - June 2008
Skills
Bloomberg, Microsoft Excel, Valuation, Quantitative Analytics, Corporate Actions, Quantitative Analysis, Investment Compliance, Security Valuation, Portfolio Reconciliation, Data Management and..., Fiserv APL, S&P Evaluation Portal, Microsoft Word
Education
The Ohio State University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Legal & General Investment Management America March 2012 - Present
Nuveen Investments September 2009 - March 2012
Fiserv March 2008 - May 2009
The Ohio State University December 2006 - June 2008
Skills
Bloomberg, Microsoft Excel, Valuation, Quantitative Analytics, Corporate Actions, Quantitative Analysis, Investment Compliance, Security Valuation, Portfolio Reconciliation, Data Management and..., Fiserv APL, S&P Evaluation Portal, Microsoft Word
Education
The Ohio State University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Marcia Morgan Marcia Morgan's Nuveen Investments Experience January 2011 - November 2012
Job CTO at Varde Partners
Industry Investment Management
Experience
Värde Partners February 2013 - Present
Nuveen Investments January 2011 - November 2012
FAF Advisors, Inc. September 2003 - December 2010
The Willow Group 2002 - 2003
E*TRADE Financial 2000 - 2002
PrivateAccounts.com February 2000 - October 2000
Cambridge Technology (Novell) 1996 - 2000
Norwest Bank 1994 - 1996
Norwest Investment Services, Inc. 1993 - 1994
Norwest Corporation 1991 - 1993
Skills
Business Analysis, Vendor Management, Asset Management, Project Management, Program Management, Portfolio Management, Quality Assurance, Fixed Income, Management, Business Requirements, Customer Relations, Equities, MS Project, Finance, Leadership, Excel, Change Management, Strategic Planning, Business Strategy, Mergers, Asset Managment, Strategy, RFP, Product Development, Budgeting, Mutual Funds, Investments, Bloomberg, Financial Analysis, Financial Modeling, Negotiation, Application Development, Software Development, Visio, Microsoft Excel, Customer Service, Word, SQL Server, Outsourcing
Education
University of St. Thomas 1993 — 1997
St. Cloud State University 1986 — 1991
Roosevelt High School
Värde Partners February 2013 - Present
Nuveen Investments January 2011 - November 2012
FAF Advisors, Inc. September 2003 - December 2010
The Willow Group 2002 - 2003
E*TRADE Financial 2000 - 2002
PrivateAccounts.com February 2000 - October 2000
Cambridge Technology (Novell) 1996 - 2000
Norwest Bank 1994 - 1996
Norwest Investment Services, Inc. 1993 - 1994
Norwest Corporation 1991 - 1993
Skills
Business Analysis, Vendor Management, Asset Management, Project Management, Program Management, Portfolio Management, Quality Assurance, Fixed Income, Management, Business Requirements, Customer Relations, Equities, MS Project, Finance, Leadership, Excel, Change Management, Strategic Planning, Business Strategy, Mergers, Asset Managment, Strategy, RFP, Product Development, Budgeting, Mutual Funds, Investments, Bloomberg, Financial Analysis, Financial Modeling, Negotiation, Application Development, Software Development, Visio, Microsoft Excel, Customer Service, Word, SQL Server, Outsourcing
Education
University of St. Thomas 1993 — 1997
St. Cloud State University 1986 — 1991
Roosevelt High School
Michael Huffer Michael Huffer's Nuveen Investments Experience June 2012 - Present
Job Interactive Art Director / Motion Designer at Freelance
Industry Motion Pictures and Film
Experience
Nuveen Investments June 2012 - Present
Freelance August 2011 - Present
Teletech Video Corp. June 2007 - August 2011
Skills
After Effects, Maya, InDesign, Illustrator, Flash, Creative Direction, Autodesk MotionBuilder, Zbrush, Mudbox, Animation, Drawing, ActionScript, Adobe Creative Suite, Video, Storyboarding, Video Editing, Digital Media, Dreamweaver, Interaction Design, Graphics, Photoshop, Computer Animation, Premiere, Multimedia, Motion Graphics, Compositing, Film, Illustration, Art Direction, Final Cut Pro, Image Manipulation, Layout, Motion Design, Concept Design
Education
Savannah College of Art and Design 2002 — 2007
BFA, Graphic Design
Nuveen Investments June 2012 - Present
Freelance August 2011 - Present
Teletech Video Corp. June 2007 - August 2011
Skills
After Effects, Maya, InDesign, Illustrator, Flash, Creative Direction, Autodesk MotionBuilder, Zbrush, Mudbox, Animation, Drawing, ActionScript, Adobe Creative Suite, Video, Storyboarding, Video Editing, Digital Media, Dreamweaver, Interaction Design, Graphics, Photoshop, Computer Animation, Premiere, Multimedia, Motion Graphics, Compositing, Film, Illustration, Art Direction, Final Cut Pro, Image Manipulation, Layout, Motion Design, Concept Design
Education
Savannah College of Art and Design 2002 — 2007
BFA, Graphic Design
Kathleen Stone's Nuveen Investments Experience February 1991 - June 1998
Job Head of Learning and Development
Industry Financial Services
Experience
Voya Financial November 2002 - Present
ING U.S. November 2000 - November 2002
ING U.S. 1998 - 2000
Nuveen Investments February 1991 - June 1998
Calvert Group October 1987 - December 1990
Skills
Training, Performance Management, Change Management, Talent Management, Leadership Development, Employee Training, Leadership, Succession Planning, Performance Consulting, Human Resources, Strategy, Blended Learning, Employee Relations, Program Management, Organizational..., Management, Organizational..., Insurance, Employee Benefits, Instructional Design, Team Building, Employee Engagement, Six Sigma, Coaching, Budgets, Teamwork, Process Improvement, Management Consulting, Onboarding, E-Learning, Culture Change, Workforce Planning, Recruiting, Needs Analysis, FINRA Registered 6,26,63
Education
The Ohio State University
BA, English, Natural Resource Mgt
West Carrollton High School
Xavier University
M.S., Human Resource Development
Voya Financial November 2002 - Present
ING U.S. November 2000 - November 2002
ING U.S. 1998 - 2000
Nuveen Investments February 1991 - June 1998
Calvert Group October 1987 - December 1990
Skills
Training, Performance Management, Change Management, Talent Management, Leadership Development, Employee Training, Leadership, Succession Planning, Performance Consulting, Human Resources, Strategy, Blended Learning, Employee Relations, Program Management, Organizational..., Management, Organizational..., Insurance, Employee Benefits, Instructional Design, Team Building, Employee Engagement, Six Sigma, Coaching, Budgets, Teamwork, Process Improvement, Management Consulting, Onboarding, E-Learning, Culture Change, Workforce Planning, Recruiting, Needs Analysis, FINRA Registered 6,26,63
Education
The Ohio State University
BA, English, Natural Resource Mgt
West Carrollton High School
Xavier University
M.S., Human Resource Development
Benjamin Fulton's Nuveen Investments Experience May 1998 - September 2001
Job President and CEO, Elkhorn Investments
Industry Financial Services
Experience
Elkhorn Investments June 2013 - Present
Invesco Powershares January 2005 - May 2013
PowerShares division of Invesco January 2005 - December 2009
Claymore Securities, Inc. 2001 - 2003
Nuveen Investments May 1998 - September 2001
Nike securities 1996 - 1998
Skills
ETFs, Mutual Funds, Series 7, Hedge Funds, Structured Products, Equities, Alternative Investments, Private Equity, Asset Managment
Education
Taylor University 1980 — 1984
Bachelor of Arts (B.A.), Business Administration and Management, General
Dayton Christian 1977 — 1980
Elkhorn Investments June 2013 - Present
Invesco Powershares January 2005 - May 2013
PowerShares division of Invesco January 2005 - December 2009
Claymore Securities, Inc. 2001 - 2003
Nuveen Investments May 1998 - September 2001
Nike securities 1996 - 1998
Skills
ETFs, Mutual Funds, Series 7, Hedge Funds, Structured Products, Equities, Alternative Investments, Private Equity, Asset Managment
Education
Taylor University 1980 — 1984
Bachelor of Arts (B.A.), Business Administration and Management, General
Dayton Christian 1977 — 1980
Gertude Rapstine Gertude Rapstine's Nuveen Investments Experience staffGuidewire SoftwareJune 2005 - April 2010
Job saler at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments staffGuidewire SoftwareJune 2005 - April 2010
Education
Seneca College of Applied Arts and Technology
Nuveen Investments staffGuidewire SoftwareJune 2005 - April 2010
Education
Seneca College of Applied Arts and Technology
Greg Ribar Greg Ribar's Nuveen Investments Experience June 2011 - November 2012
Job IT Consultant at Sierra Nevada Corporation
Industry Computer Software
Experience
Sierra Nevada Corporation November 2012 - Present
Nuveen Investments June 2011 - November 2012
BP, IST Energy Trading Division October 2007 - June 2011
The Amethyst Corporation June 1988 - June 2007
Skills
ASP.NET, LINQ, C#, Microsoft SQL Server, Object Oriented Design, Web Services, Visual Studio, Agile Methodologies, TFS, Web Development, ASP.NET MVC, Database Design, Process Improvement, Software Development, Software Design, SQL Server, jQuery, IT Strategy, Design Patterns, Database Tuning, Microsoft Reporting..., Financial Analysis, Portfolio Management, System Architecture, Systems Analysis, JavaScript, Data Modeling, Entity Framework, Agile Project Management, Application Architecture, Requirements Analysis, OOP, Production and..., Microsoft Technologies
Education
The University of Chicago - Booth School of Business
MBA, Finance, production and operations management and business policy
University of Wisconsin-Madison
BS, Computer Science
Sierra Nevada Corporation November 2012 - Present
Nuveen Investments June 2011 - November 2012
BP, IST Energy Trading Division October 2007 - June 2011
The Amethyst Corporation June 1988 - June 2007
Skills
ASP.NET, LINQ, C#, Microsoft SQL Server, Object Oriented Design, Web Services, Visual Studio, Agile Methodologies, TFS, Web Development, ASP.NET MVC, Database Design, Process Improvement, Software Development, Software Design, SQL Server, jQuery, IT Strategy, Design Patterns, Database Tuning, Microsoft Reporting..., Financial Analysis, Portfolio Management, System Architecture, Systems Analysis, JavaScript, Data Modeling, Entity Framework, Agile Project Management, Application Architecture, Requirements Analysis, OOP, Production and..., Microsoft Technologies
Education
The University of Chicago - Booth School of Business
MBA, Finance, production and operations management and business policy
University of Wisconsin-Madison
BS, Computer Science
Melanie Hoffman Melanie Hoffman's Nuveen Investments Experience August 2011 - Present
Job Vice President, DCIO Channel Marketing Manager at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments August 2011 - Present
Invesco Ltd. June 2010 - August 2011
Morgan Stanley Investment Management May 2006 - June 2010
PNC Financial Services May 2002 - May 2006
Federated Investors February 2001 - May 2002
Education
Robert Morris University
Nuveen Investments August 2011 - Present
Invesco Ltd. June 2010 - August 2011
Morgan Stanley Investment Management May 2006 - June 2010
PNC Financial Services May 2002 - May 2006
Federated Investors February 2001 - May 2002
Education
Robert Morris University
Anne Yang, CFA's Nuveen Investments Experience June 2011 - Present
Job
Industry Investment Management
Experience
Nuveen Investments June 2011 - Present
University of Chicago January 2009 - June 2011
LaSalle Bank September 2004 - November 2007
JPMorgan Chase June 1997 - June 2002
Skills
Fund Governance, Board Governance, Project Management, Asset Management, Mutual Funds, Closed-end Funds, Strategic Planning, Derivatives, Bloomberg, Investments, Financial Analysis, Fixed Income, Capital Markets, Interest Rate..., Foreign Exchange, Foreign Exchange...
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Accounting
Wellesley College 1993 — 1997
BA, Economics
Nuveen Investments June 2011 - Present
University of Chicago January 2009 - June 2011
LaSalle Bank September 2004 - November 2007
JPMorgan Chase June 1997 - June 2002
Skills
Fund Governance, Board Governance, Project Management, Asset Management, Mutual Funds, Closed-end Funds, Strategic Planning, Derivatives, Bloomberg, Investments, Financial Analysis, Fixed Income, Capital Markets, Interest Rate..., Foreign Exchange, Foreign Exchange...
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Accounting
Wellesley College 1993 — 1997
BA, Economics
Daniel Chertok's Nuveen Investments Experience 2006 - 2008
Job Data Scientist / Quantitative Analyst
Industry Computer Software
Experience
NorthShore University HealthSystem 2014 - Present
Outerwall November 2012 - December 2013
XR Trading 2010 - 2012
CNA Insurance 2009 - 2010
Nuveen Investments 2006 - 2008
Deerfield Capital Management 2000 - 2006
Skills
Derivatives, Quantitative Analytics, Fixed Income, Risk Management, Mathematics, R, Bloomberg, VBA, Microsoft Excel, LaTeX, Software Development, Hedging, C#, VBScript, Fortran, Matlab, Microsoft SQL Server, Predictive Analytics, Data Science, MS SQL, MDX, Sybase, Perl, C/C++, High Frequency Trading, shell scripts, QuantLib, OneTick, Yield Book, CMS, FINCAD, TechHackers, RiskWatch, GNU Tools ( emacs,..., IMSL, Maple, shared code development..., MS Excel, MS Access, Mathematics ..., Quantitative Finance, Access, C++
Education
Simon Fraser University
Ph. D., Applied Mathematics
St. Petersburg State Polytechnical University
Engineering Mathematician, Applied Mathematics
NorthShore University HealthSystem 2014 - Present
Outerwall November 2012 - December 2013
XR Trading 2010 - 2012
CNA Insurance 2009 - 2010
Nuveen Investments 2006 - 2008
Deerfield Capital Management 2000 - 2006
Skills
Derivatives, Quantitative Analytics, Fixed Income, Risk Management, Mathematics, R, Bloomberg, VBA, Microsoft Excel, LaTeX, Software Development, Hedging, C#, VBScript, Fortran, Matlab, Microsoft SQL Server, Predictive Analytics, Data Science, MS SQL, MDX, Sybase, Perl, C/C++, High Frequency Trading, shell scripts, QuantLib, OneTick, Yield Book, CMS, FINCAD, TechHackers, RiskWatch, GNU Tools ( emacs,..., IMSL, Maple, shared code development..., MS Excel, MS Access, Mathematics ..., Quantitative Finance, Access, C++
Education
Simon Fraser University
Ph. D., Applied Mathematics
St. Petersburg State Polytechnical University
Engineering Mathematician, Applied Mathematics
Bill DeJianne's Nuveen Investments Experience January 2011 - Present
Job Senior Vice President/Northeast Divisional Director Advisor Consultant/Wholesaler at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
CUNY/College of Staten Island September 2008 - December 2011
First American Funds June 2007 - December 2010
Evergreen Investments 1999 - 2007
OppenheimerFunds 1992 - 1999
Skills
Mutual Funds, Investments, Sales, Sales Management, Separately Managed..., Marketing, Asset Allocation, Sales Operations, Management, Series 63, Leadership, Series 7, Alternative Investments, Financial Advisory, Securities, Investment Advisory, Wealth Management, Investment Strategies
Education
Rutgers - Graduate School of Management 1995 — 2000
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
Bachelors, Marketing
Nuveen Investments January 2011 - Present
CUNY/College of Staten Island September 2008 - December 2011
First American Funds June 2007 - December 2010
Evergreen Investments 1999 - 2007
OppenheimerFunds 1992 - 1999
Skills
Mutual Funds, Investments, Sales, Sales Management, Separately Managed..., Marketing, Asset Allocation, Sales Operations, Management, Series 63, Leadership, Series 7, Alternative Investments, Financial Advisory, Securities, Investment Advisory, Wealth Management, Investment Strategies
Education
Rutgers - Graduate School of Management 1995 — 2000
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
Bachelors, Marketing
Jeff Carlin's Nuveen Investments Experience July 2010 - Present
Job Managing Director, National Sales Manager at Nuveen Investments
Industry Financial Services
Experience
Olympic Club Foundation January 2011 - Present
Nuveen Investments July 2010 - Present
Investment Management Consultants Association January 2008 - January 2012
IndexIQ January 2009 - July 2010
Charles Schwab December 2002 - January 2009
Schwab Institutional December 2002 - January 2009
Smith Barney September 1995 - December 2002
State Street Bank and Trust February 1993 - September 1995
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, ETFs, Investments, Asset Allocation, Wealth Management, Asset Managment, Hedge Funds, Separately Managed..., Investment Advisory, Portfolio Management, Investment Strategies, Series 24
Education
San Diego State University-California State University 1987 — 1992
BS, Finance, emphasis in Real Estate
Olympic Club Foundation January 2011 - Present
Nuveen Investments July 2010 - Present
Investment Management Consultants Association January 2008 - January 2012
IndexIQ January 2009 - July 2010
Charles Schwab December 2002 - January 2009
Schwab Institutional December 2002 - January 2009
Smith Barney September 1995 - December 2002
State Street Bank and Trust February 1993 - September 1995
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, ETFs, Investments, Asset Allocation, Wealth Management, Asset Managment, Hedge Funds, Separately Managed..., Investment Advisory, Portfolio Management, Investment Strategies, Series 24
Education
San Diego State University-California State University 1987 — 1992
BS, Finance, emphasis in Real Estate
Walter C Ebarb's Nuveen Investments Experience November 1992 - November 2008
Job Volunteer
Industry Individual & Family Services
Experience
Catholic Charities of Galveston Houston August 2013 - Present
Nuveen Investments November 1992 - November 2008
Education
Stephen F. Austin State University 1984 — 1986
Catholic Charities of Galveston Houston August 2013 - Present
Nuveen Investments November 1992 - November 2008
Education
Stephen F. Austin State University 1984 — 1986
Danielle Carnett's Nuveen Investments Experience January 2000 - Present
Job SVP, Senior Account Manager & IBD/RIA Channel Head at Nuveen Investments, Inc.
Industry Financial Services
Experience
Nuveen Investments January 2000 - Present
Delaware Investments January 1995 - January 2000
Delaware Investments, a member of the Macquarie Group 1993 - 2000
Delaware Investments January 1994 - January 1995
Delaware Investments October 1993 - January 1994
Skills
Series 24
Education
State University of New York College at Oswego 1987 — 1991
BA, Economics
Nuveen Investments January 2000 - Present
Delaware Investments January 1995 - January 2000
Delaware Investments, a member of the Macquarie Group 1993 - 2000
Delaware Investments January 1994 - January 1995
Delaware Investments October 1993 - January 1994
Skills
Series 24
Education
State University of New York College at Oswego 1987 — 1991
BA, Economics
Jordan Toepel's Nuveen Investments Experience August 2014 - Present
Job AVP, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2014 - Present
Nuveen Investments January 2012 - August 2014
Nuveen Investments February 2010 - January 2012
Nuveen Investments April 2006 - February 2010
Nuveen Investments February 2005 - April 2006
Skills
Mutual Funds, Series 7, Securities, Series 63, Separately Managed..., Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies, Investments, Fixed Income, Equities, Bloomberg, Asset Management, Wealth Management, ETFs, Investment Management
Education
Temple University 2000 — 2004
Bachelor of Business Administration, Finance & Real Estate
Nuveen Investments August 2014 - Present
Nuveen Investments January 2012 - August 2014
Nuveen Investments February 2010 - January 2012
Nuveen Investments April 2006 - February 2010
Nuveen Investments February 2005 - April 2006
Skills
Mutual Funds, Series 7, Securities, Series 63, Separately Managed..., Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies, Investments, Fixed Income, Equities, Bloomberg, Asset Management, Wealth Management, ETFs, Investment Management
Education
Temple University 2000 — 2004
Bachelor of Business Administration, Finance & Real Estate
Jeff Scharf's Nuveen Investments Experience January 1999 - June 2001
Job Director of Strategic Initiatives, AWMA
Industry Financial Services
Experience
Janney Montgomery Scott December 2006 - Present
Nuveen Investments January 1999 - June 2001
Skills
Portfolio Management, Asset Managment, Wealth Management, Investments, Strategic Financial..., Equities, Retirement Planning, Mutual Funds, Financial Services, Asset Management, Alternative Investments, Securities, Series 7, Fixed Income, Relationship Management, Retirement, Financial Advisory, Rockets, Wealth Management..., Series 63, ETFs
Education
State University of New York College at Fredonia 1986 — 1990
Bachelor of Arts (B.A.), Economics
Janney Montgomery Scott December 2006 - Present
Nuveen Investments January 1999 - June 2001
Skills
Portfolio Management, Asset Managment, Wealth Management, Investments, Strategic Financial..., Equities, Retirement Planning, Mutual Funds, Financial Services, Asset Management, Alternative Investments, Securities, Series 7, Fixed Income, Relationship Management, Retirement, Financial Advisory, Rockets, Wealth Management..., Series 63, ETFs
Education
State University of New York College at Fredonia 1986 — 1990
Bachelor of Arts (B.A.), Economics
Carole Zuber's Nuveen Investments Experience March 2012 - September 2013
Job Legal and Compliance Associate at The Gores Group
Industry Financial Services
Experience
The Gores Group September 2013 - Present
Nuveen Investments March 2012 - September 2013
Nuveen Investments June 2010 - March 2012
The L.A. Office November 2008 - April 2009
Twentieth Century Fox September 2006 - February 2008
Fox Filmed Entertainment - Domestic Theatrical Publicity March 2006 - September 2006
Fox Searchlight Pictures June 2004 - March 2006
Skills
Marketing, Sponsorship, Alternative Investments, Hedge Funds, Publicity, Securities, Asset Management, Equities, Business Development, Investments, Mutual Funds, Public Relations
Education
Texas Christian University 2000 — 2004
Bachelor of Arts (B.A.), International Communication
The Gores Group September 2013 - Present
Nuveen Investments March 2012 - September 2013
Nuveen Investments June 2010 - March 2012
The L.A. Office November 2008 - April 2009
Twentieth Century Fox September 2006 - February 2008
Fox Filmed Entertainment - Domestic Theatrical Publicity March 2006 - September 2006
Fox Searchlight Pictures June 2004 - March 2006
Skills
Marketing, Sponsorship, Alternative Investments, Hedge Funds, Publicity, Securities, Asset Management, Equities, Business Development, Investments, Mutual Funds, Public Relations
Education
Texas Christian University 2000 — 2004
Bachelor of Arts (B.A.), International Communication
Chris Brouses's Nuveen Investments Experience March 2013 - Present
Job Senior Associate Graphic Design at Aristotle Capital Management, LLC
Industry Graphic Design
Experience
Aristotle Capital Management, LLC June 2015 - Present
Nuveen Investments March 2013 - Present
Nuveen Investments February 2010 - March 2013
Nuveen Investments October 2007 - February 2010
Skills
Graphic Design, InDesign, Illustrator, Adobe Creative Suite, Photoshop, Word, Microsoft Office, Excel, Outlook, PowerPoint, Dreamweaver, Mac, QuarkXPress, Microsoft Excel, Web Design, Graphics
Education
Springfield College 2000 — 2004
Bachelor of Science (B.S.), Computer Graphics
Aristotle Capital Management, LLC June 2015 - Present
Nuveen Investments March 2013 - Present
Nuveen Investments February 2010 - March 2013
Nuveen Investments October 2007 - February 2010
Skills
Graphic Design, InDesign, Illustrator, Adobe Creative Suite, Photoshop, Word, Microsoft Office, Excel, Outlook, PowerPoint, Dreamweaver, Mac, QuarkXPress, Microsoft Excel, Web Design, Graphics
Education
Springfield College 2000 — 2004
Bachelor of Science (B.S.), Computer Graphics
Amy Luberto, CFA's Nuveen Investments Experience March 2015 - Present
Job VP, Senior Solutions Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2015 - Present
Nuveen Investments March 2014 - March 2015
Nuveen Investments November 2011 - March 2014
Nuveen Investments September 2008 - November 2011
Towers Watson October 2006 - September 2008
Skills
Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Analytic Finance, Econometrics and Statistics, with Honors
University of Massachusetts, Amherst 2002 — 2006
BS, Mathematics/ Statistics
Nuveen Investments March 2015 - Present
Nuveen Investments March 2014 - March 2015
Nuveen Investments November 2011 - March 2014
Nuveen Investments September 2008 - November 2011
Towers Watson October 2006 - September 2008
Skills
Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Analytic Finance, Econometrics and Statistics, with Honors
University of Massachusetts, Amherst 2002 — 2006
BS, Mathematics/ Statistics
Eric VanBlunk's Nuveen Investments Experience August 1995 - Present
Job VP, Operations Developement at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 1995 - Present
Skills
Separately Managed..., Managed Accounts, Managing Accounts, Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Alternative Investments, Asset Allocation, Series 65, Hedge Funds
Education
The Catholic University of America 1990 — 1994
Bachelor of Arts, Psychology
Temple University
Nuveen Investments August 1995 - Present
Skills
Separately Managed..., Managed Accounts, Managing Accounts, Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Alternative Investments, Asset Allocation, Series 65, Hedge Funds
Education
The Catholic University of America 1990 — 1994
Bachelor of Arts, Psychology
Temple University
Brianne Markey's Nuveen Investments Experience November 2007 - May 2012
Job Human Resources Generalist at Dealogic
Industry Financial Services
Experience
Dealogic November 2013 - Present
PCCP, LLC August 2012 - May 2013
Nuveen Investments November 2007 - May 2012
DZ Bank May 2007 - October 2007
XL Capital Assurance February 2005 - May 2007
Kaufman Borgeest & Ryan LLP January 2004 - January 2005
Skills
Recruiting, Talent Management, Talent Acquisition, HRIS, Onboarding, Employee Relations, Employee Benefits, Performance Management, Due Diligence, Deferred Compensation, Succession Planning, College Recruiting, Human Resources, Interviews, Benefits Administration, Sourcing, Internet Recruiting, Temporary Placement, Technical Recruiting, Hiring, Administration, Management, Workforce Planning, Applicant Tracking..., Resume Writing, Screening Resumes, Employee Training, Employment Law
Education
Sacred Heart University 2000 — 2004
BS
University of California, Los Angeles
Dealogic November 2013 - Present
PCCP, LLC August 2012 - May 2013
Nuveen Investments November 2007 - May 2012
DZ Bank May 2007 - October 2007
XL Capital Assurance February 2005 - May 2007
Kaufman Borgeest & Ryan LLP January 2004 - January 2005
Skills
Recruiting, Talent Management, Talent Acquisition, HRIS, Onboarding, Employee Relations, Employee Benefits, Performance Management, Due Diligence, Deferred Compensation, Succession Planning, College Recruiting, Human Resources, Interviews, Benefits Administration, Sourcing, Internet Recruiting, Temporary Placement, Technical Recruiting, Hiring, Administration, Management, Workforce Planning, Applicant Tracking..., Resume Writing, Screening Resumes, Employee Training, Employment Law
Education
Sacred Heart University 2000 — 2004
BS
University of California, Los Angeles
Irina Schneider's Nuveen Investments Experience February 2010 - Present
Job Experienced Information Technology Leader
Industry Information Technology and Services
Experience
Nuveen Investments February 2010 - Present
IDS Trading LLC - Hedge Fund / Asset Management Co January 2007 - December 2009
Oasis Legal Finance Company January 2007 - December 2007
Chartered Marketing Services / Intersections, Inc.-- Insurance Products 2003 - 2007
Guaranty Fund Management Services - P&C Insurance 1998 - 2001
PanAgora - Quantitative Asset Management 1995 - 1998
Fleet Bank 1993 - 1995
Education
Suffolk University - Sawyer Business School 1990 — 1993
BS, Information Systems
Nuveen Investments February 2010 - Present
IDS Trading LLC - Hedge Fund / Asset Management Co January 2007 - December 2009
Oasis Legal Finance Company January 2007 - December 2007
Chartered Marketing Services / Intersections, Inc.-- Insurance Products 2003 - 2007
Guaranty Fund Management Services - P&C Insurance 1998 - 2001
PanAgora - Quantitative Asset Management 1995 - 1998
Fleet Bank 1993 - 1995
Education
Suffolk University - Sawyer Business School 1990 — 1993
BS, Information Systems
Colleen Chinlund's Nuveen Investments Experience 1994 - 1996
Job Attorney Estate planning, probate and trust administration
Industry Law Practice
Experience
Arnstein & Lehr LLP January 1999 - Present
Nuveen Investments 1994 - 1996
Skills
Civil Litigation, Commercial Litigation, Litigation, Estate Planning, Estate Administration, Appeals, Arbitration, Trial Practice, Bankruptcy, Mediation, Estate Law, Legal Research, Courts, Alternative Dispute..., Corporate Law, Business Litigation, Due Diligence, Trusts, Legal Writing, Investments
Education
The John Marshall Law School 1996 — 1999
J.D., Law
University of Florida 1990 — 1993
B.S., Finance
Arnstein & Lehr LLP January 1999 - Present
Nuveen Investments 1994 - 1996
Skills
Civil Litigation, Commercial Litigation, Litigation, Estate Planning, Estate Administration, Appeals, Arbitration, Trial Practice, Bankruptcy, Mediation, Estate Law, Legal Research, Courts, Alternative Dispute..., Corporate Law, Business Litigation, Due Diligence, Trusts, Legal Writing, Investments
Education
The John Marshall Law School 1996 — 1999
J.D., Law
University of Florida 1990 — 1993
B.S., Finance
Lori Hardwick's Nuveen Investments Experience 1994 - 1999
Job Group President, Envestnet Advisor Services
Industry Financial Services
Experience
Envestnet Asset Management April 2000 - Present
Nuveen Investments 1994 - 1999
GKST 1991 - 1994
Skills
Relationship Management, Financial Services, Marketing, Management, Investment Advisory, Asset Managment, Portfolio Management, Investments, Strategic Planning, Series 7, Program Management, Mergers, Financial Modeling, Financial Analysis, Wealth Management
Education
The University of Chicago Booth School of Business 2007 — 2008
1 Year Executive Institute Graduate School of Business Program
The Ohio State University 1987 — 1991
BA, Organizational Communication, Marketing
Envestnet Asset Management April 2000 - Present
Nuveen Investments 1994 - 1999
GKST 1991 - 1994
Skills
Relationship Management, Financial Services, Marketing, Management, Investment Advisory, Asset Managment, Portfolio Management, Investments, Strategic Planning, Series 7, Program Management, Mergers, Financial Modeling, Financial Analysis, Wealth Management
Education
The University of Chicago Booth School of Business 2007 — 2008
1 Year Executive Institute Graduate School of Business Program
The Ohio State University 1987 — 1991
BA, Organizational Communication, Marketing
Phil Karanicolas's Nuveen Investments Experience August 1991 - June 2010
Job Performance Analyst at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc. January 2014 - Present
Janney Montgomery Scott October 2010 - December 2013
Nuveen Investments August 1991 - June 2010
Nuveen Investments September 1991 - December 1993
Skills
Access, Asset Management, Investments, Finance, Financial Modeling, Portfolio Management, Trading, Financial Services, Bloomberg, Due Diligence, Accounting, Mutual Funds, Analysis, Securities
Education
Temple University - Fox School of Business and Management 1983 — 1988
Temple University
Finance, General
InvestEdge, Inc. January 2014 - Present
Janney Montgomery Scott October 2010 - December 2013
Nuveen Investments August 1991 - June 2010
Nuveen Investments September 1991 - December 1993
Skills
Access, Asset Management, Investments, Finance, Financial Modeling, Portfolio Management, Trading, Financial Services, Bloomberg, Due Diligence, Accounting, Mutual Funds, Analysis, Securities
Education
Temple University - Fox School of Business and Management 1983 — 1988
Temple University
Finance, General
Dennis Kiley, CIMA®'s Nuveen Investments Experience April 2006 - Present
Job Team Leader/Senior Internal Advisor Consultant/Assistant Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 2006 - Present
State Financial Bank December 2003 - September 2005
Mid-America Bank July 2002 - December 2003
Great Lakes Bank 1998 - 2002
Stein Roe and Farnham 1990 - 1998
Education
University of Illinois at Chicago 2004 — 2007
MBA, Marketing & Accounting
Saint Xavier University
Undergrad, Business Admin.
Nuveen Investments April 2006 - Present
State Financial Bank December 2003 - September 2005
Mid-America Bank July 2002 - December 2003
Great Lakes Bank 1998 - 2002
Stein Roe and Farnham 1990 - 1998
Education
University of Illinois at Chicago 2004 — 2007
MBA, Marketing & Accounting
Saint Xavier University
Undergrad, Business Admin.
Lindsay Melaas's Nuveen Investments Experience June 2001 - September 2001
Job Support Counselor, MFT Trainee at De La Salle High School
Industry Individual & Family Services
Experience
De La Salle High School September 2013 - Present
Club One, Inc April 2011 - October 2012
Club One, Inc April 2007 - March 2011
Club One, Inc April 2006 - April 2007
San Ramon Valley Unified School District September 2005 - April 2006
Family Services August 2004 - August 2005
Santa Clara University January 2004 - June 2004
Santa Clara University Student August 2002 - June 2004
Nuveen Investments June 2001 - September 2001
Skills
Employee Relations, Recruiting, Public Speaking, HRIS, Fundraising, Employee Benefits, Training, Personnel Management, Human Resources, Team Building, Program Management, Management, Process Improvement, HR Policies, Coaching
Education
Saint Mary's College of California 2010 — 2014
MA, Counseling Psychology
Santa Clara University
Bachelor of Science, Psychology
UC Berkeley
Certificate Program, Human Resource Management
De La Salle High School September 2013 - Present
Club One, Inc April 2011 - October 2012
Club One, Inc April 2007 - March 2011
Club One, Inc April 2006 - April 2007
San Ramon Valley Unified School District September 2005 - April 2006
Family Services August 2004 - August 2005
Santa Clara University January 2004 - June 2004
Santa Clara University Student August 2002 - June 2004
Nuveen Investments June 2001 - September 2001
Skills
Employee Relations, Recruiting, Public Speaking, HRIS, Fundraising, Employee Benefits, Training, Personnel Management, Human Resources, Team Building, Program Management, Management, Process Improvement, HR Policies, Coaching
Education
Saint Mary's College of California 2010 — 2014
MA, Counseling Psychology
Santa Clara University
Bachelor of Science, Psychology
UC Berkeley
Certificate Program, Human Resource Management
Michael De Feo's Nuveen Investments Experience January 2011 - Present
Job Managing Director DCIO & Strategic Platform Sales at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
First American Funds November 2008 - January 2011
Loon Race Team 2007 - 2010
Pioneer Funds Distributor March 2003 - November 2008
Pioneer Investments 2003 - 2008
Bisys Retirement Services March 2001 - May 2003
Citizens Securities, Inc. March 2000 - November 2001
Citizens Advisors 2000 - 2001
Scudder, Stevens & Clark 1995 - 1998
Scudder Investments 1995 - 1998
Skills
Investments, Leadership, Management, Morningstar, Mutual Funds, New Business Development, Relationship Management, Retirement, Sales Management, Series 7, Strategy, Alternative Investments, Asset Allocation, Investment Strategies, Series 63, Asset Management
Education
Roanoke College 1984 — 1988
BA, History
High School 1981 — 1984
HS
Nuveen Investments January 2011 - Present
First American Funds November 2008 - January 2011
Loon Race Team 2007 - 2010
Pioneer Funds Distributor March 2003 - November 2008
Pioneer Investments 2003 - 2008
Bisys Retirement Services March 2001 - May 2003
Citizens Securities, Inc. March 2000 - November 2001
Citizens Advisors 2000 - 2001
Scudder, Stevens & Clark 1995 - 1998
Scudder Investments 1995 - 1998
Skills
Investments, Leadership, Management, Morningstar, Mutual Funds, New Business Development, Relationship Management, Retirement, Sales Management, Series 7, Strategy, Alternative Investments, Asset Allocation, Investment Strategies, Series 63, Asset Management
Education
Roanoke College 1984 — 1988
BA, History
High School 1981 — 1984
HS
Lawrence Liang's Nuveen Investments Experience 2008 - 2014
Job Experienced global equity investor
Industry Investment Management
Experience
Nuveen Investments 2008 - 2014
Ernst & Young 2002 - 2007
Skills
Asset Management, Valuation, Global value equity, Hedge Funds, Financial Analysis, Investment Management, Portfolio Management, Investments, Financial Modeling, Equities, Equity Research, Capital Markets, Commodity, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Finance
Sun Yat-Sen University 1998 — 2002
Dual Degrees of BA and Accounting
Nuveen Investments 2008 - 2014
Ernst & Young 2002 - 2007
Skills
Asset Management, Valuation, Global value equity, Hedge Funds, Financial Analysis, Investment Management, Portfolio Management, Investments, Financial Modeling, Equities, Equity Research, Capital Markets, Commodity, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Finance
Sun Yat-Sen University 1998 — 2002
Dual Degrees of BA and Accounting
Lisa Crossley's Nuveen Investments Experience 1998 - 2004
Job Executive Director at National Society of Compliance Professionals
Industry Financial Services
Experience
National Society of Compliance Professionals June 2015 - Present
National Society of Compliance Professionals April 2012 - Present
National Society of Compliance Professionals July 2010 - May 2012
Spectrum Asset Management, Inc 2004 - 2009
Nuveen Investments 1998 - 2004
Calvert Group 1990 - 1998
Skills
Administrative Law, FINRA, Securities, Securities Regulation, Mutual Funds, Investment Advisory, AML, SEC, Investment Company Act, Series 24, Series 7, Investment Advisers Act, Hedge Funds, OFAC, Investments, Series 63, Financial Services, Broker-Dealer, USA PATRIOT Act, KYC, Alternative Investments, Fixed Income, Corporate Governance, Asset Management, Legal Compliance, Private Equity, Investment Advisor..., Regulations, Financial Regulation, Broker-Dealer Compliance, Investment Management, FCPA, Risk Management, Due Diligence, Privacy Law, Financial Risk, Series 65
Education
The Catholic University of America 1989 — 1993
JD
University of Vermont 1980 — 1984
BA, Political Science
National Society of Compliance Professionals June 2015 - Present
National Society of Compliance Professionals April 2012 - Present
National Society of Compliance Professionals July 2010 - May 2012
Spectrum Asset Management, Inc 2004 - 2009
Nuveen Investments 1998 - 2004
Calvert Group 1990 - 1998
Skills
Administrative Law, FINRA, Securities, Securities Regulation, Mutual Funds, Investment Advisory, AML, SEC, Investment Company Act, Series 24, Series 7, Investment Advisers Act, Hedge Funds, OFAC, Investments, Series 63, Financial Services, Broker-Dealer, USA PATRIOT Act, KYC, Alternative Investments, Fixed Income, Corporate Governance, Asset Management, Legal Compliance, Private Equity, Investment Advisor..., Regulations, Financial Regulation, Broker-Dealer Compliance, Investment Management, FCPA, Risk Management, Due Diligence, Privacy Law, Financial Risk, Series 65
Education
The Catholic University of America 1989 — 1993
JD
University of Vermont 1980 — 1984
BA, Political Science
Joe Moon's Nuveen Investments Experience September 2005 - August 2007
Job .Net Web Application Developer
Industry Information Technology and Services
Experience
RR Donnelley September 2010 - Present
Insight Global September 2009 - September 2010
Avante Solutions November 2008 - April 2009
Robert Half Technology December 2007 - June 2008
Nuveen Investments September 2005 - August 2007
HSBC - Technology and Services, N.A. February 1998 - August 2005
Skills
ASP.NET, VB.NET, Microsoft SQL Server, T-SQL, AJAX, JavaScript, jQuery, XML, HTML, CSS, JSON, IIS, Web Services, Globalization, Responsive Web Design, ASP.NET MVC, Mobile Web Design, Visual Studio, TFS, ASP, Visual Basic, VBScript, SSRS, SSIS, Databases, Analysis, Troubleshooting, Problem Solving, Application Development, Requirements Analysis, SQL, Business Analysis, Process Improvement, Web Applications
Education
Southern Illinois University, Carbondale 1982 — 1987
Bachelor of Arts (B.A.), English - Creative Writing; Minors in Art, Philosphy
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.), English Language and Literature, General
RR Donnelley September 2010 - Present
Insight Global September 2009 - September 2010
Avante Solutions November 2008 - April 2009
Robert Half Technology December 2007 - June 2008
Nuveen Investments September 2005 - August 2007
HSBC - Technology and Services, N.A. February 1998 - August 2005
Skills
ASP.NET, VB.NET, Microsoft SQL Server, T-SQL, AJAX, JavaScript, jQuery, XML, HTML, CSS, JSON, IIS, Web Services, Globalization, Responsive Web Design, ASP.NET MVC, Mobile Web Design, Visual Studio, TFS, ASP, Visual Basic, VBScript, SSRS, SSIS, Databases, Analysis, Troubleshooting, Problem Solving, Application Development, Requirements Analysis, SQL, Business Analysis, Process Improvement, Web Applications
Education
Southern Illinois University, Carbondale 1982 — 1987
Bachelor of Arts (B.A.), English - Creative Writing; Minors in Art, Philosphy
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.), English Language and Literature, General
Sharon Hampton's Nuveen Investments Experience Admin. AssistantAir Wisconsin Airlines2002 - 2007
Job Executive Receptionist at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments Admin. AssistantAir Wisconsin Airlines2002 - 2007
Skills
Administrative..., Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word
Education
Robert Morris University - Illinois 1985 — 1986
Nuveen Investments Admin. AssistantAir Wisconsin Airlines2002 - 2007
Skills
Administrative..., Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word
Education
Robert Morris University - Illinois 1985 — 1986
Jyoti Patel's Nuveen Investments Experience July 2006 - July 2007
Job Social Impact Investments
Industry Financial Services
Experience
Habitat for Humanity International June 2012 - Present
Independent Company February 2010 - May 2012
ACCION International July 2008 - January 2010
Freddie Mac August 2007 - April 2008
Nuveen Investments July 2006 - July 2007
Putnam Investments August 2005 - April 2006
Fidelity Investments December 1998 - August 2005
Skills
Portfolio Management, Valuation, Investments, Equities, Financial Analysis, Risk Management, Due Diligence, Financial Risk, Emerging Markets, Finance, Strategy, Fixed Income, Mutual Funds, Credit, Alternative Investments, Analysis, Trading, Securities, Forecasting, Financial Services
Education
Southern New Hampshire University 1994 — 1996
M.S., International Business and Finance
University of Mumbai
Bachelors / Masters, Business and Finance
Habitat for Humanity International June 2012 - Present
Independent Company February 2010 - May 2012
ACCION International July 2008 - January 2010
Freddie Mac August 2007 - April 2008
Nuveen Investments July 2006 - July 2007
Putnam Investments August 2005 - April 2006
Fidelity Investments December 1998 - August 2005
Skills
Portfolio Management, Valuation, Investments, Equities, Financial Analysis, Risk Management, Due Diligence, Financial Risk, Emerging Markets, Finance, Strategy, Fixed Income, Mutual Funds, Credit, Alternative Investments, Analysis, Trading, Securities, Forecasting, Financial Services
Education
Southern New Hampshire University 1994 — 1996
M.S., International Business and Finance
University of Mumbai
Bachelors / Masters, Business and Finance
Sandeep Thottapilly's Nuveen Investments Experience April 2012 - January 2013
Job Vice President, Treasury Technology at Union Bank
Industry Financial Services
Experience
Union Bank January 2013 - Present
Nuveen Investments April 2012 - January 2013
Cognizant Technologies / TIAA-CREF January 2009 - April 2012
AllianceBernstein April 2007 - December 2008
HCL Technologies / Jefferies & Company October 2006 - March 2007
HCL Technologies / Deutsche Bank October 2003 - October 2006
Financial technologies Limited 2002 - 2003
Skills
Trading Systems, Equities, Fixed Income, Trading, Market Data, Portfolio Management, Equity Trading, SDLC, Derivatives, Financial Services
Education
South Gujarat University
Bachelor of Science (B.Sc.)
Union Bank January 2013 - Present
Nuveen Investments April 2012 - January 2013
Cognizant Technologies / TIAA-CREF January 2009 - April 2012
AllianceBernstein April 2007 - December 2008
HCL Technologies / Jefferies & Company October 2006 - March 2007
HCL Technologies / Deutsche Bank October 2003 - October 2006
Financial technologies Limited 2002 - 2003
Skills
Trading Systems, Equities, Fixed Income, Trading, Market Data, Portfolio Management, Equity Trading, SDLC, Derivatives, Financial Services
Education
South Gujarat University
Bachelor of Science (B.Sc.)
David Herndon's Nuveen Investments Experience February 2014 - Present
Job Vice President, Marketing Operations Manager at Nuveen Investments
Industry Marketing and Advertising
Experience
Nuveen Investments February 2014 - Present
Nuveen Investments October 1999 - February 2014
Draft Worldwide 1998 - October 1999
Bradford Exchange 1996 - 1998
Skills
Management, Direct Marketing, Marketing, Marketing Communications, Account Management, Advertising, Digital Marketing, Pricing, Marketing Strategy, Email Marketing, CRM, Direct Mail, B2B, Brand Development, Creative Direction, Strategy, Trade Shows, Strategic Planning, Print Management, Salesforce.com
Education
University of Illinois at Chicago 1989 — 1991
Bachelor of Arts, Communication
Southern Illinois University, Carbondale 1986 — 1989
High School 1982 — 1986
Nuveen Investments February 2014 - Present
Nuveen Investments October 1999 - February 2014
Draft Worldwide 1998 - October 1999
Bradford Exchange 1996 - 1998
Skills
Management, Direct Marketing, Marketing, Marketing Communications, Account Management, Advertising, Digital Marketing, Pricing, Marketing Strategy, Email Marketing, CRM, Direct Mail, B2B, Brand Development, Creative Direction, Strategy, Trade Shows, Strategic Planning, Print Management, Salesforce.com
Education
University of Illinois at Chicago 1989 — 1991
Bachelor of Arts, Communication
Southern Illinois University, Carbondale 1986 — 1989
High School 1982 — 1986
Paul Citarell, CIMA's Nuveen Investments Experience 2004 - 2006
Job Senior Managing Director at John Hancock Asset Management
Industry Investment Management
Experience
John Hancock August 2006 - Present
Nuveen Investments 2004 - 2006
Fisher Investments 1999 - 2004
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investments, Wealth Management, Securities, Asset Management, Series 6, Separately Managed..., Retirement Planning, Equities, Investment Advisory, Series 24, 401k, ETFs, FINRA, Financial Services, Retirement, Series 65
Education
University of California, Berkeley - Walter A. Haas School of Business
IMCA Certified Investment Management Analyst Program
Saint Bonaventure University 1983 — 1987
BBA, Marketing
John Hancock August 2006 - Present
Nuveen Investments 2004 - 2006
Fisher Investments 1999 - 2004
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investments, Wealth Management, Securities, Asset Management, Series 6, Separately Managed..., Retirement Planning, Equities, Investment Advisory, Series 24, 401k, ETFs, FINRA, Financial Services, Retirement, Series 65
Education
University of California, Berkeley - Walter A. Haas School of Business
IMCA Certified Investment Management Analyst Program
Saint Bonaventure University 1983 — 1987
BBA, Marketing
Joseph Havel's Nuveen Investments Experience July 1995 - June 2002
Job Enterprise Sourcing Analyst at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas July 2015 - Present
H2O Plus August 2011 - July 2015
West Interactive May 2007 - September 2009
Oronova, Inc June 2002 - May 2007
Nuveen Investments July 1995 - June 2002
Spiegel, Incorporated October 1993 - March 1995
Clausen Miller October 1991 - October 1993
Skills
SharePoint, HP, Windows, Software Documentation, Networking, Data Center, Disaster Recovery, Servers, Antivirus, Microsoft Exchange, Process Improvement, Asset Managment, Blackberry Enterprise..., Cisco Technologies, SQL, Software Installation, Team Leadership, Firewalls, Business Analysis, Computer Hardware, Project Management, Team Building, Training, System Deployment, VPN, Microsoft Technologies
Education
Saint Louis University 1986 — 1991
Bachelor of Science, Business Administration; Management Information Systems and Finance
Marist High School 1982 — 1986
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas July 2015 - Present
H2O Plus August 2011 - July 2015
West Interactive May 2007 - September 2009
Oronova, Inc June 2002 - May 2007
Nuveen Investments July 1995 - June 2002
Spiegel, Incorporated October 1993 - March 1995
Clausen Miller October 1991 - October 1993
Skills
SharePoint, HP, Windows, Software Documentation, Networking, Data Center, Disaster Recovery, Servers, Antivirus, Microsoft Exchange, Process Improvement, Asset Managment, Blackberry Enterprise..., Cisco Technologies, SQL, Software Installation, Team Leadership, Firewalls, Business Analysis, Computer Hardware, Project Management, Team Building, Training, System Deployment, VPN, Microsoft Technologies
Education
Saint Louis University 1986 — 1991
Bachelor of Science, Business Administration; Management Information Systems and Finance
Marist High School 1982 — 1986
John Keshner's Nuveen Investments Experience June 1993 - June 2000
Job Managing Director, Endowments and Foundations
Industry Investment Management
Experience
Northern Trust February 2005 - Present
Brown Brothers Harriman October 2001 - February 2005
Montgomery Securities June 2000 - October 2001
Nuveen Investments June 1993 - June 2000
Nuveen Investments January 1990 - August 1991
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Banking, Portfolio Assessment, Portfolio Construction, M&A experience, Manager Search,..., Investment Policy..., Risk Management, Presentations, Market Analysis, Global Economy, Driving Growth, Team Leadership, Team Building, Team Management, Board Relations
Education
The University of Chicago - Booth School of Business 2011 — 2011
Strategic Business Leadership
University of Pennsylvania - The Wharton School 2005 — 2005
Certified Investment Management Analyst
The University of Texas at Austin 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1985 — 1989
Bachelor of Arts (BA), History
Oak Park and River Forest High School 1981 — 1985
Northern Trust February 2005 - Present
Brown Brothers Harriman October 2001 - February 2005
Montgomery Securities June 2000 - October 2001
Nuveen Investments June 1993 - June 2000
Nuveen Investments January 1990 - August 1991
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Banking, Portfolio Assessment, Portfolio Construction, M&A experience, Manager Search,..., Investment Policy..., Risk Management, Presentations, Market Analysis, Global Economy, Driving Growth, Team Leadership, Team Building, Team Management, Board Relations
Education
The University of Chicago - Booth School of Business 2011 — 2011
Strategic Business Leadership
University of Pennsylvania - The Wharton School 2005 — 2005
Certified Investment Management Analyst
The University of Texas at Austin 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1985 — 1989
Bachelor of Arts (BA), History
Oak Park and River Forest High School 1981 — 1985
Jack Snyder, Jr.'s Nuveen Investments Experience April 2012 - Present
Job Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 2012 - Present
Sun Life Financial March 2009 - March 2012
Genworth Financial January 2008 - March 2009
Hartford Leaders May 2005 - December 2007
Smith Barney/Citigroup November 2002 - May 2005
Skills
Series 7, Series 63, Annuities, Mutual Funds
Education
Salisbury University - Perdue School of Business 1999 — 2002
Bach of science, Finance
twin valley
Nuveen Investments April 2012 - Present
Sun Life Financial March 2009 - March 2012
Genworth Financial January 2008 - March 2009
Hartford Leaders May 2005 - December 2007
Smith Barney/Citigroup November 2002 - May 2005
Skills
Series 7, Series 63, Annuities, Mutual Funds
Education
Salisbury University - Perdue School of Business 1999 — 2002
Bach of science, Finance
twin valley
Erin Farrell Donnelly's Nuveen Investments Experience January 2014 - Present
Job Managing Director, Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2014 - Present
Skills
Wealth Management, Product Management, Business Analysis, Business Strategy, Board of Director..., Relationship Management, Mutual Funds, ETFs, Money Market Funds, Variable Annuities, Life Insurance, Six Sigma, Series 7, Series 24, Series 63, Series 65, Intermediary...
Education
Saint Joseph's University 1989 — 1993
BA
Nuveen Investments January 2014 - Present
Skills
Wealth Management, Product Management, Business Analysis, Business Strategy, Board of Director..., Relationship Management, Mutual Funds, ETFs, Money Market Funds, Variable Annuities, Life Insurance, Six Sigma, Series 7, Series 24, Series 63, Series 65, Intermediary...
Education
Saint Joseph's University 1989 — 1993
BA
Sean Conner's Nuveen Investments Experience September 2006 - August 2011
Job Senior Equity Analyst at Satori Investment Partners
Industry Financial Services
Experience
Satori Investment Partners February 2014 - October 2014
UBS O'Connor August 2011 - January 2013
Nuveen Investments September 2006 - August 2011
Waterstone Capital Partners LLC April 2005 - July 2006
Van Kampen Investments June 2000 - September 2003
Skills
Portfolio Management, Equities, Equity Research, Hedge Funds, Alternative Investments, Asset Managment, Investments, Asset Allocation, Valuation, Financial Modeling, Finance, Asset Management, Mutual Funds, Trading, Fixed Income, Series 7, Securities, Bonds, Bloomberg, Equity Valuation, Options, Investment Strategies, Capital Markets
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
MBA, Finance
Texas Tech University 1988 — 1992
BBA, Finance, General
Satori Investment Partners February 2014 - October 2014
UBS O'Connor August 2011 - January 2013
Nuveen Investments September 2006 - August 2011
Waterstone Capital Partners LLC April 2005 - July 2006
Van Kampen Investments June 2000 - September 2003
Skills
Portfolio Management, Equities, Equity Research, Hedge Funds, Alternative Investments, Asset Managment, Investments, Asset Allocation, Valuation, Financial Modeling, Finance, Asset Management, Mutual Funds, Trading, Fixed Income, Series 7, Securities, Bonds, Bloomberg, Equity Valuation, Options, Investment Strategies, Capital Markets
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
MBA, Finance
Texas Tech University 1988 — 1992
BBA, Finance, General
Sandra Weiskirch, CFA's Nuveen Investments Experience October 1996 - November 2011
Job Director of Operations at EmployeeTech
Industry Investment Management
Experience
EmployeeTech April 2015 - Present
Home March 2014 - March 2015
Callan Associates November 2011 - February 2014
Nuveen Investments October 1996 - November 2011
Harris Bank 1988 - 1996
Education
The University of Chicago Booth School of Business 1991 — 1993
M.B.A., Finance and International Business
St. Olaf College 1983 — 1987
B.A. Magna Cum Laude, Mathematics
Chicago Latin School 1980 — 1983
EmployeeTech April 2015 - Present
Home March 2014 - March 2015
Callan Associates November 2011 - February 2014
Nuveen Investments October 1996 - November 2011
Harris Bank 1988 - 1996
Education
The University of Chicago Booth School of Business 1991 — 1993
M.B.A., Finance and International Business
St. Olaf College 1983 — 1987
B.A. Magna Cum Laude, Mathematics
Chicago Latin School 1980 — 1983
Burke Bradford, CFA's Nuveen Investments Experience February 2015 - Present
Job Senior Vice President, Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments February 2015 - Present
F Squared Capital December 2013 - January 2015
Nuveen Investments March 2010 - November 2013
Evergreen Investments/Wells Fargo Advantage Funds 2007 - 2010
Van Kampen Investments 2003 - 2007
AIM Investments/Invesco 1994 - 2003
Skills
Series 7, Mutual Funds, Series 63, Series 24, Series 65, Separately Managed..., Series 6, ETFs, Investments, Asset Management, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Alternative Investments, Investment Strategies, FINRA, Securities
Education
Texas Tech University 1993 — 1994
MBA, Finance
Texas State University 1988 — 1992
BBA, Finance
Nuveen Investments February 2015 - Present
F Squared Capital December 2013 - January 2015
Nuveen Investments March 2010 - November 2013
Evergreen Investments/Wells Fargo Advantage Funds 2007 - 2010
Van Kampen Investments 2003 - 2007
AIM Investments/Invesco 1994 - 2003
Skills
Series 7, Mutual Funds, Series 63, Series 24, Series 65, Separately Managed..., Series 6, ETFs, Investments, Asset Management, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Alternative Investments, Investment Strategies, FINRA, Securities
Education
Texas Tech University 1993 — 1994
MBA, Finance
Texas State University 1988 — 1992
BBA, Finance
Renee Thomson-Egan's Nuveen Investments Experience May 2006 - January 2010
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Nuveen Investments May 2006 - January 2010
GCom2 Solutions November 2004 - May 2006
SEI Investments August 2003 - November 2004
SEI Investments June 1999 - August 2003
Skills
Mutual Funds, Account Reconciliation, CRM, Training
Education
West Chester University of Pennsylvania 2003 — 2005
MBA, Economics/Finance
Shippensburg University of Pennsylvania 1996 — 2000
BSBA, Economics
Nuveen Investments May 2006 - January 2010
GCom2 Solutions November 2004 - May 2006
SEI Investments August 2003 - November 2004
SEI Investments June 1999 - August 2003
Skills
Mutual Funds, Account Reconciliation, CRM, Training
Education
West Chester University of Pennsylvania 2003 — 2005
MBA, Economics/Finance
Shippensburg University of Pennsylvania 1996 — 2000
BSBA, Economics
Jonathan Woznak's Nuveen Investments Experience August 2014 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2014 - Present
J.P. Morgan 2009 - August 2014
Skills
Mutual Funds, Strategic Leadership, Fixed Income, Alternative Investments, Equities, Portfolio Construction, Closed-end Funds, Business Development, Capital Markets, Sales, Municipal Bonds, Manage Client..., Asset Allocation, Unit Investment Trusts, Separately Managed..., Consultative Selling, Series 7, Series 63, Series 65
Education
The Ohio State University
Nuveen Investments August 2014 - Present
J.P. Morgan 2009 - August 2014
Skills
Mutual Funds, Strategic Leadership, Fixed Income, Alternative Investments, Equities, Portfolio Construction, Closed-end Funds, Business Development, Capital Markets, Sales, Municipal Bonds, Manage Client..., Asset Allocation, Unit Investment Trusts, Separately Managed..., Consultative Selling, Series 7, Series 63, Series 65
Education
The Ohio State University
Nick Lanctot's Nuveen Investments Experience 2011 - Present
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments 2011 - Present
First American Funds 2005 - 2010
Skills
Separately Managed..., Asset Allocation, Mutual Funds, Securities, Investment Strategies, Wealth Management, Series 65, Investment Advisory, Series 63, Series 7
Education
St. Cloud State University - Herberger Business School 1998 — 2002
B.S., Marketing
Nuveen Investments 2011 - Present
First American Funds 2005 - 2010
Skills
Separately Managed..., Asset Allocation, Mutual Funds, Securities, Investment Strategies, Wealth Management, Series 65, Investment Advisory, Series 63, Series 7
Education
St. Cloud State University - Herberger Business School 1998 — 2002
B.S., Marketing
Suzanne Cunningham's Nuveen Investments Experience 1999 - April 2009
Job Relationship Managment
Industry Financial Services
Experience
FISERV April 2013 - Present
The Merchants Fund 1999 - Present
Stockton Rush Bartol Foundation 1999 - December 2013
Sovereign Bank December 2010 - April 2013
Nuveen Investments 1999 - April 2009
Capital Resource Advisors (division of SEI) 1986 - 1998
Mobil Oil 1980 - 1986
Education
Temple University - Fox School of Business and Management
MBA, International Business
Trinity University-Washington 1970 — 1974
BA, Philosophy, Spanish, Education
FISERV April 2013 - Present
The Merchants Fund 1999 - Present
Stockton Rush Bartol Foundation 1999 - December 2013
Sovereign Bank December 2010 - April 2013
Nuveen Investments 1999 - April 2009
Capital Resource Advisors (division of SEI) 1986 - 1998
Mobil Oil 1980 - 1986
Education
Temple University - Fox School of Business and Management
MBA, International Business
Trinity University-Washington 1970 — 1974
BA, Philosophy, Spanish, Education
Carol Brozyna, CIMA®'s Nuveen Investments Experience July 2003 - March 2009
Job Vice President, National Account Manager at PIMCO
Industry Financial Services
Experience
PIMCO November 2010 - Present
ING Investment Management August 2009 - November 2010
Nuveen Investments July 2003 - March 2009
Nueen Investments July 2002 - July 2003
Nuveen Investments December 1990 - July 2002
Skills
Series 7, Mutual Funds, Separately Managed..., ETFs, Asset Management, Investments, Financial Services, Alternative Investments, Asset Allocation, Business Development, Securities, Series 65, Equities, Fixed Income, Series 63
Education
Rutgers University-New Brunswick 1984 — 1988
B.A., Economics and Mathematics
PIMCO November 2010 - Present
ING Investment Management August 2009 - November 2010
Nuveen Investments July 2003 - March 2009
Nueen Investments July 2002 - July 2003
Nuveen Investments December 1990 - July 2002
Skills
Series 7, Mutual Funds, Separately Managed..., ETFs, Asset Management, Investments, Financial Services, Alternative Investments, Asset Allocation, Business Development, Securities, Series 65, Equities, Fixed Income, Series 63
Education
Rutgers University-New Brunswick 1984 — 1988
B.A., Economics and Mathematics
Edward de Arcos's Nuveen Investments Experience June 2000 - June 2008
Job SE Divisional Director BlackRock
Industry Financial Services
Experience
BlackRock June 2008 - Present
Nuveen Investments June 2000 - June 2008
Skills
Investment Management, Wealth Management, Mutual Funds, Investments, Asset Management
Education
Spring Hill College 1989 — 1991
MBA, Business
University of Florida 1981 — 1985
BSBA, Marketing
BlackRock June 2008 - Present
Nuveen Investments June 2000 - June 2008
Skills
Investment Management, Wealth Management, Mutual Funds, Investments, Asset Management
Education
Spring Hill College 1989 — 1991
MBA, Business
University of Florida 1981 — 1985
BSBA, Marketing
Paul Bartony's Nuveen Investments Experience June 2011 - Present
Job Senior Vice President, National Accounts at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2011 - Present
Putnam Investments June 2007 - May 2011
Putnam Investments January 2003 - May 2007
Putnam Investments February 2000 - December 2002
Putnam Investments August 1998 - February 2000
Putnam Investments February 1997 - August 1998
Education
Saint Michael's College 1991 — 1995
Nuveen Investments June 2011 - Present
Putnam Investments June 2007 - May 2011
Putnam Investments January 2003 - May 2007
Putnam Investments February 2000 - December 2002
Putnam Investments August 1998 - February 2000
Putnam Investments February 1997 - August 1998
Education
Saint Michael's College 1991 — 1995
Anil Abraham's Nuveen Investments Experience 2012 - 2014
Job Senior Relationship Manager at Institute of International Finance
Industry Financial Services
Experience
Institute of International Finance 2015 - Present
Intellectual Property Exchange International (IPXI) 2014 - 2015
Nuveen Investments 2012 - 2014
The University of Chicago Booth School of Business - Center for Research in Security Prices 2010 - 2012
Merrill Lynch 2007 - 2009
CIT 2006 - 2006
Lehman Brothers 2005 - 2005
Skills
Financial Modeling, Business Analysis, Equities, Real Estate, Mergers & Acquisitions, Hedging, Financial Institutions, Finance, Commercial Banking, Analysis, Investment Banking, CMBS, Capital Markets, Private Equity, Financial Analysis, Investments, Equity Capital Markets, Mergers, Due Diligence, Valuation, Leadership, Corporate Finance, Financial Markets, Derivatives
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
University of Notre Dame 2002 — 2006
BA, Economics and Computer Applications
Governor Livingston
Institute of International Finance 2015 - Present
Intellectual Property Exchange International (IPXI) 2014 - 2015
Nuveen Investments 2012 - 2014
The University of Chicago Booth School of Business - Center for Research in Security Prices 2010 - 2012
Merrill Lynch 2007 - 2009
CIT 2006 - 2006
Lehman Brothers 2005 - 2005
Skills
Financial Modeling, Business Analysis, Equities, Real Estate, Mergers & Acquisitions, Hedging, Financial Institutions, Finance, Commercial Banking, Analysis, Investment Banking, CMBS, Capital Markets, Private Equity, Financial Analysis, Investments, Equity Capital Markets, Mergers, Due Diligence, Valuation, Leadership, Corporate Finance, Financial Markets, Derivatives
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
University of Notre Dame 2002 — 2006
BA, Economics and Computer Applications
Governor Livingston
Lindsay Tenenbaum's Nuveen Investments Experience April 2007 - August 2012
Job Reporting Manager at Causeway Capital Management LLC
Industry Financial Services
Experience
Causeway Capital Management LLC December 2014 - Present
Causeway Capital Management LLC August 2012 - Present
Nuveen Investments April 2007 - August 2012
UCLA August 2004 - April 2007
Olmsted Medical Center October 2000 - July 2002
Skills
Data Analysis, Analysis, Research, Access, Financial Analysis, Microsoft Excel, Factset, Project Management, Outlook, Bloomberg, Microsoft Office, Analytics, Financial Reporting, Software Documentation, Fixed Income, CRM, Management, Databases, Risk Management, Documentation, Excel, Word, CRM software, SimCorp Dimension, SPSS, Public Speaking, Process Improvement, Quality Assurance, Valuation, Testing, Visio, Business Analysis, Securities, Portfolio Management, Marketing, PowerPoint, Alternative Investments, Financial Services, Microsoft Word, Auditing, Team Leadership, Asset Management, SQL, Training, Financial Modeling, Mutual Funds, Asset Allocation, Equities
Education
UCLA 2004 — 2006
B.A., English Language and Literature, 3.92
San Francisco State University 2002 — 2004
4.0
Causeway Capital Management LLC December 2014 - Present
Causeway Capital Management LLC August 2012 - Present
Nuveen Investments April 2007 - August 2012
UCLA August 2004 - April 2007
Olmsted Medical Center October 2000 - July 2002
Skills
Data Analysis, Analysis, Research, Access, Financial Analysis, Microsoft Excel, Factset, Project Management, Outlook, Bloomberg, Microsoft Office, Analytics, Financial Reporting, Software Documentation, Fixed Income, CRM, Management, Databases, Risk Management, Documentation, Excel, Word, CRM software, SimCorp Dimension, SPSS, Public Speaking, Process Improvement, Quality Assurance, Valuation, Testing, Visio, Business Analysis, Securities, Portfolio Management, Marketing, PowerPoint, Alternative Investments, Financial Services, Microsoft Word, Auditing, Team Leadership, Asset Management, SQL, Training, Financial Modeling, Mutual Funds, Asset Allocation, Equities
Education
UCLA 2004 — 2006
B.A., English Language and Literature, 3.92
San Francisco State University 2002 — 2004
4.0
Spencer Vaughn's Nuveen Investments Experience February 2010 - August 2013
Job Consultant at LEK Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2015 - Present
ESPN June 2014 - August 2014
Nuveen Investments February 2010 - August 2013
PricewaterhouseCoopers August 2005 - September 2009
Skills
Accounting, Tax, Journal Entries, Reconciliation
Education
The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Columbia, College of Business 2000 — 2005
Masters, Accountancy
L.E.K. Consulting September 2015 - Present
ESPN June 2014 - August 2014
Nuveen Investments February 2010 - August 2013
PricewaterhouseCoopers August 2005 - September 2009
Skills
Accounting, Tax, Journal Entries, Reconciliation
Education
The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Columbia, College of Business 2000 — 2005
Masters, Accountancy
Jill Gwiazdowski Somerville's Nuveen Investments Experience 2011 - Present
Job National Accounts, Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments 2011 - Present
Morgan Stanley Smith Barney October 2008 - June 2011
Education
Susquehanna University
Nuveen Investments 2011 - Present
Morgan Stanley Smith Barney October 2008 - June 2011
Education
Susquehanna University
Jenny Phillips's Nuveen Investments Experience September 2011 - March 2014
Job Flight Attendant Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines April 2015 - Present
Morgan Stanley Wealth Management April 2014 - Present
Nuveen Investments September 2011 - March 2014
La Bonne Vie Studio January 2006 - September 2011
Skills
Microsoft Word, PowerPoint, Research, Microsoft Office, Social Media, Adobe Creative Suite, Microsoft Excel
Education
San Francisco State University 2008 — 2010
BA, Economics
Delta Air Lines April 2015 - Present
Morgan Stanley Wealth Management April 2014 - Present
Nuveen Investments September 2011 - March 2014
La Bonne Vie Studio January 2006 - September 2011
Skills
Microsoft Word, PowerPoint, Research, Microsoft Office, Social Media, Adobe Creative Suite, Microsoft Excel
Education
San Francisco State University 2008 — 2010
BA, Economics
Marilyn Skillings's Nuveen Investments Experience November 2009 - Present
Job Executive Assistant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments November 2009 - Present
Newcastle Limited January 2008 - November 2009
Neumann Homes April 2006 - December 2007
AstraZeneca 1997 - April 2006
Skills
Targeted Selection..., Diversity Education, Process Management, Team Building, Cross-training, Event Planning, International Travel..., Office Relocation, Administrative..., Diversity Training, Training, PowerPoint, Fundraising, Concur, Travel Arrangements, Leadership, Nonprofits, Microsoft Word, Project Coordination, Meeting Planning, Human Resources, Time Management, Process Scheduler, Office Management, Event Management, Coordination, Employee Training, Employee Relations, Social Networking, Newsletters, Budgets, Administrative...
Education
Taylor University 1983 — 1987
BA, Mass Communications
Nuveen Investments November 2009 - Present
Newcastle Limited January 2008 - November 2009
Neumann Homes April 2006 - December 2007
AstraZeneca 1997 - April 2006
Skills
Targeted Selection..., Diversity Education, Process Management, Team Building, Cross-training, Event Planning, International Travel..., Office Relocation, Administrative..., Diversity Training, Training, PowerPoint, Fundraising, Concur, Travel Arrangements, Leadership, Nonprofits, Microsoft Word, Project Coordination, Meeting Planning, Human Resources, Time Management, Process Scheduler, Office Management, Event Management, Coordination, Employee Training, Employee Relations, Social Networking, Newsletters, Budgets, Administrative...
Education
Taylor University 1983 — 1987
BA, Mass Communications
Brian Ergood's Nuveen Investments Experience November 2000 - August 2002
Job Valuation Senior Associate at Pine Hill Valuation Services, LLC
Industry Financial Services
Experience
Pine Hill Valuation Services, LLC June 2015 - Present
Murray, Devine & Co. April 2012 - June 2015
Delaware Investments, a member of the Macquarie Group April 2004 - April 2012
Delaware Investments, a member of the Macquarie Group August 2002 - April 2004
Nuveen Investments November 2000 - August 2002
Skills
Equity Valuation, Valuation, Business Valuation, Financial Modeling, DCF Valuation, Investment Research, Impairment Testing, Litigation Support, Purchase Price..., Financial Analysis, US GAAP, M&A analysis, Report Writing, Bloomberg
Education
Rutgers, The State University of New Jersey-Camden 2007 — 2011
MBA, Finance and Management, 3.8
Rutgers University-New Brunswick 1997 — 2000
BS, Business Economics
Pine Hill Valuation Services, LLC June 2015 - Present
Murray, Devine & Co. April 2012 - June 2015
Delaware Investments, a member of the Macquarie Group April 2004 - April 2012
Delaware Investments, a member of the Macquarie Group August 2002 - April 2004
Nuveen Investments November 2000 - August 2002
Skills
Equity Valuation, Valuation, Business Valuation, Financial Modeling, DCF Valuation, Investment Research, Impairment Testing, Litigation Support, Purchase Price..., Financial Analysis, US GAAP, M&A analysis, Report Writing, Bloomberg
Education
Rutgers, The State University of New Jersey-Camden 2007 — 2011
MBA, Finance and Management, 3.8
Rutgers University-New Brunswick 1997 — 2000
BS, Business Economics
Edward Guediguian's Nuveen Investments Experience April 2015 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments April 2015 - Present
Nuveen Investments June 2014 - April 2015
Nuveen Investments October 2012 - June 2014
Morgan Stanley Smith Barney May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Education
Saint Louis University 2008 — 2012
Bachelors of Science, Finance
Loyola Academy 2004 — 2008
Nuveen Investments April 2015 - Present
Nuveen Investments June 2014 - April 2015
Nuveen Investments October 2012 - June 2014
Morgan Stanley Smith Barney May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Education
Saint Louis University 2008 — 2012
Bachelors of Science, Finance
Loyola Academy 2004 — 2008
Jeff Rosser's Nuveen Investments Experience 2001 - 2010
Job Senior Vice President at PIMCO
Industry Investment Management
Experience
PIMCO February 2010 - Present
Nuveen Investments 2001 - 2010
Skills
Series 63, Portfolio Management, Alternative Investments, Mutual Funds, Asset Management, Asset Allocation, Investment Advisory, Hedge Funds, Series 7, Securities, Fixed Income, Investments, Separately Managed..., Equities
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
B.S. Science, Business
PIMCO February 2010 - Present
Nuveen Investments 2001 - 2010
Skills
Series 63, Portfolio Management, Alternative Investments, Mutual Funds, Asset Management, Asset Allocation, Investment Advisory, Hedge Funds, Series 7, Securities, Fixed Income, Investments, Separately Managed..., Equities
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
B.S. Science, Business
Corey Weber's Nuveen Investments Experience February 2015 - Present
Job Sr. Corp actions Admin Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments February 2015 - Present
Galliard Capital Management November 2008 - Present
Wells Fargo 2005 - 2008
RBC 1998 - 2005
Skills
Alternative Investments, Bloomberg, Fixed Income, Fund Accounting, Mutual Funds
Education
St. Cloud State University
Nuveen Investments February 2015 - Present
Galliard Capital Management November 2008 - Present
Wells Fargo 2005 - 2008
RBC 1998 - 2005
Skills
Alternative Investments, Bloomberg, Fixed Income, Fund Accounting, Mutual Funds
Education
St. Cloud State University
harry telian's Nuveen Investments Experience April 1974 - 1990
Job retired at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 1974 - 1990
Fidelity Investments March 1968 - April 1974
Skills
Equities, Mutual Funds, Investments, Securities, Fixed Income, Series 63, Wealth Management, Public Speaking, Marketing Strategy
Education
Syracuse University 1944 — 1949
Bachelor of Business Administration (BBA), production mgt &
Nuveen Investments April 1974 - 1990
Fidelity Investments March 1968 - April 1974
Skills
Equities, Mutual Funds, Investments, Securities, Fixed Income, Series 63, Wealth Management, Public Speaking, Marketing Strategy
Education
Syracuse University 1944 — 1949
Bachelor of Business Administration (BBA), production mgt &
Maxie Buchanan's Nuveen Investments Experience October 2013 - December 2013
Job
Industry
Experience
Nuveen Investments October 2013 - December 2013
Guggenheim Partners June 2012 - August 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Teamwork
Education
Stony Brook University 2000 — 2004
Nuveen Investments October 2013 - December 2013
Guggenheim Partners June 2012 - August 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Teamwork
Education
Stony Brook University 2000 — 2004
David Dunton's Nuveen Investments Experience January 2010 - Present
Job Managing Director, National Sales Manager IBD Channel at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2010 - Present
Nuveen Investments June 2004 - December 2009
Nuveen Investments January 2000 - May 2004
Nuveen Investments January 1997 - December 1999
Flagship Financial April 1994 - December 1996
Flagship Financial December 1992 - March 1994
PNC Financial Services January 1990 - December 1992
Education
The Ohio State University 1984 — 1989
Bachelor of Arts (B.A.), Economics
Nuveen Investments January 2010 - Present
Nuveen Investments June 2004 - December 2009
Nuveen Investments January 2000 - May 2004
Nuveen Investments January 1997 - December 1999
Flagship Financial April 1994 - December 1996
Flagship Financial December 1992 - March 1994
PNC Financial Services January 1990 - December 1992
Education
The Ohio State University 1984 — 1989
Bachelor of Arts (B.A.), Economics
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group