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
Jared Pratt, CFA Jared Pratt, CFA's Nuveen Investments Experience March 2015 - Present
Job Assistant Vice President at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments March 2015 - Present
Nuveen Investments March 2014 - February 2015
Nuveen Investments July 2012 - February 2014
Thornburg Investment Management March 2007 - June 2012
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Series 63, Fixed Income, Asset Management, Alternative Investments, Portfolio Management, Equities, Chartered Financial..., Wealth Management, Financial Markets
Education
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
B.B.A., Finance, Summa Cum Laude
Nuveen Investments March 2015 - Present
Nuveen Investments March 2014 - February 2015
Nuveen Investments July 2012 - February 2014
Thornburg Investment Management March 2007 - June 2012
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Series 63, Fixed Income, Asset Management, Alternative Investments, Portfolio Management, Equities, Chartered Financial..., Wealth Management, Financial Markets
Education
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
B.B.A., Finance, Summa Cum Laude
Brian Kentfield Brian Kentfield's Nuveen Investments Experience September 2015 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2015 - Present
Nuveen Investments October 2013 - August 2015
Nuveen Investments June 2013 - September 2013
Morgan Stanley June 2011 - August 2011
Morgan Stanley Smith Barney December 2010 - January 2011
Morgan Stanley Smith Barney October 2007 - March 2008
Skills
Microsoft Office, Microsoft Excel, Google Analytics, Google Adwords, Brand Management, Global Marketing, Website Optimization, SEM, SEO, Finance, Social Media Marketing, Sales, Public Speaking, Facebook, PowerPoint, Accounting, Strategic Financial..., Marketing
Education
University of Dayton 2008 — 2012
Bachelor of Arts (B.A.), Communication Management, Minor in Marketing
Garden City High School 2004 — 2008
Nuveen Investments September 2015 - Present
Nuveen Investments October 2013 - August 2015
Nuveen Investments June 2013 - September 2013
Morgan Stanley June 2011 - August 2011
Morgan Stanley Smith Barney December 2010 - January 2011
Morgan Stanley Smith Barney October 2007 - March 2008
Skills
Microsoft Office, Microsoft Excel, Google Analytics, Google Adwords, Brand Management, Global Marketing, Website Optimization, SEM, SEO, Finance, Social Media Marketing, Sales, Public Speaking, Facebook, PowerPoint, Accounting, Strategic Financial..., Marketing
Education
University of Dayton 2008 — 2012
Bachelor of Arts (B.A.), Communication Management, Minor in Marketing
Garden City High School 2004 — 2008
Angie Leonardo Angie Leonardo's Nuveen Investments Experience November 1998 - July 2005
Job Marketing and Service Professional
Industry Health, Wellness and Fitness
Experience
Hallmark Cards January 2015 - Present
Independent November 2010 - April 2011
Nuveen Investments November 1998 - July 2005
Nuveen Investments September 1993 - October 1998
Nuveen Investments August 1987 - August 1993
Skills
Branding & Identity, Employee Training, Mutual Funds, ETFs, Fulfillment Services, Coaching, Marketing Strategy, Marketing, Investments, Securities
Education
University of Dayton 1983 — 1987
B.S., Health Science & Dietetics
Hallmark Cards January 2015 - Present
Independent November 2010 - April 2011
Nuveen Investments November 1998 - July 2005
Nuveen Investments September 1993 - October 1998
Nuveen Investments August 1987 - August 1993
Skills
Branding & Identity, Employee Training, Mutual Funds, ETFs, Fulfillment Services, Coaching, Marketing Strategy, Marketing, Investments, Securities
Education
University of Dayton 1983 — 1987
B.S., Health Science & Dietetics
Brian Mackay Brian Mackay's Nuveen Investments Experience 1998 - 2003
Job Principal, Marketplace One
Industry Investment Management
Experience
Marketplace One 2008 - Present
Claymore Securities 2003 - 2004
Nuveen Investments 1998 - 2003
Skills
Business Strategy, Financial Analysis, Entrepreneurship, Investments, Asset Management, Asset Managment, Real Estate, Marketing Strategy, Start-ups, Strategic Planning, Leadership, Strategy, Leadership Development, Marketing, Management
Education
University of Arizona
Bachelor of Science (BS), Communication
Marketplace One 2008 - Present
Claymore Securities 2003 - 2004
Nuveen Investments 1998 - 2003
Skills
Business Strategy, Financial Analysis, Entrepreneurship, Investments, Asset Management, Asset Managment, Real Estate, Marketing Strategy, Start-ups, Strategic Planning, Leadership, Strategy, Leadership Development, Marketing, Management
Education
University of Arizona
Bachelor of Science (BS), Communication
Laszlo Korsos Laszlo Korsos's Nuveen Investments Experience June 2009 - September 2010
Job Lead Data Scientist/Engineering Manager Marketplace Optimization at Uber (I am hiring!)
Industry Research
Experience
Uber April 2014 - Present
Goldman Sachs July 2013 - January 2014
Citadel Investment Group March 2011 - September 2012
Nuveen Investments June 2009 - September 2010
The Blackstone Group June 2007 - August 2007
Sage Capital LLC June 2006 - August 2006
United States Navy July 2003 - October 2005
Skills
R, Matlab, Python, C++, Linux, C, Unix, Bloomberg, Java, Windows, Microsoft Excel, Mac OS, MPI, Eviews, Quantitative Finance, Stata, SQL, Bayesian statistics, Bayesian inference, Econometrics, NLP, Machine Learning, Multivariate Statistics, Data Mining, Data Science, Statistical Modeling, Predictive Analytics, Decision Trees, Algorithms
Education
University of Chicago 2010 — 2013
PhD, Econometrics & Statistics
University of Chicago 2009 — 2013
MBA, Analytic Finance
University of Chicago 2008 — 2009
MS, Computer Science
Washington University in St. Louis - Olin Business School 2006 — 2008
BSBA, Finance and Mathematics
United States Naval Academy 2003 — 2005
BS, Aeronautical Engineering and Physics
Howell High School
Uber April 2014 - Present
Goldman Sachs July 2013 - January 2014
Citadel Investment Group March 2011 - September 2012
Nuveen Investments June 2009 - September 2010
The Blackstone Group June 2007 - August 2007
Sage Capital LLC June 2006 - August 2006
United States Navy July 2003 - October 2005
Skills
R, Matlab, Python, C++, Linux, C, Unix, Bloomberg, Java, Windows, Microsoft Excel, Mac OS, MPI, Eviews, Quantitative Finance, Stata, SQL, Bayesian statistics, Bayesian inference, Econometrics, NLP, Machine Learning, Multivariate Statistics, Data Mining, Data Science, Statistical Modeling, Predictive Analytics, Decision Trees, Algorithms
Education
University of Chicago 2010 — 2013
PhD, Econometrics & Statistics
University of Chicago 2009 — 2013
MBA, Analytic Finance
University of Chicago 2008 — 2009
MS, Computer Science
Washington University in St. Louis - Olin Business School 2006 — 2008
BSBA, Finance and Mathematics
United States Naval Academy 2003 — 2005
BS, Aeronautical Engineering and Physics
Howell High School
Jack Pawlik Jack Pawlik's Nuveen Investments Experience September 1980 - May 1993
Job Manager at Bellevue Financial Group, LLC
Industry Investment Management
Experience
Bellevue Financial Group, LLC April 1995 - Present
Nuveen Investments September 1980 - May 1993
Skills
Investment Advisory, Investment Strategies, Tax Law, Corporate Law, Investment Management, Financial Advisory, Elder Law, Property Law, Private Equity, Asset Allocation, Due Diligence, Asset Management, Investments, Fixed Income
Education
Wharton School, University of Pennsylvania 1978 — 1980
Master of Business Administration (MBA), Finance
SUNY at Buffalo 1972 — 1975
Bachelor of Science (BS), Management Science
Bellevue Financial Group, LLC April 1995 - Present
Nuveen Investments September 1980 - May 1993
Skills
Investment Advisory, Investment Strategies, Tax Law, Corporate Law, Investment Management, Financial Advisory, Elder Law, Property Law, Private Equity, Asset Allocation, Due Diligence, Asset Management, Investments, Fixed Income
Education
Wharton School, University of Pennsylvania 1978 — 1980
Master of Business Administration (MBA), Finance
SUNY at Buffalo 1972 — 1975
Bachelor of Science (BS), Management Science
Matt Maguire Matt Maguire's Nuveen Investments Experience October 2014 - Present
Job Mutual Fund Consultant at Nuveen Investments
Industry Broadcast Media
Experience
Nuveen Investments October 2014 - Present
NCSA Athletic Recruiting November 2012 - Present
Merlin Media August 2011 - September 2012
Marketing Werks August 2009 - June 2011
Benvenuto Law September 2008 - April 2009
Fox News Chicago May 2007 - August 2007
ESPN RADIO 1000 May 2006 - July 2006
Education
University of Colorado Boulder 2004 — 2008
B.A, Communications
Nuveen Investments October 2014 - Present
NCSA Athletic Recruiting November 2012 - Present
Merlin Media August 2011 - September 2012
Marketing Werks August 2009 - June 2011
Benvenuto Law September 2008 - April 2009
Fox News Chicago May 2007 - August 2007
ESPN RADIO 1000 May 2006 - July 2006
Education
University of Colorado Boulder 2004 — 2008
B.A, Communications
Emmanuel Labrinos Emmanuel Labrinos's Nuveen Investments Experience April 2005 - December 2010
Job Senior Partner at Peridiem Global Investors
Industry Financial Services
Experience
Peridiem Global Investors January 2011 - Present
Nuveen Investments April 2005 - December 2010
Bank of America Capital Management May 1997 - December 2004
Skills
Investments, Equities, Fixed Income, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Capital Markets, Bloomberg, Asset Allocation, Bonds, Financial Modeling, Mutual Funds, Securities, Derivatives
Education
University of San Diego 1988 — 1991
Master of Business Administration (MBA), Finance, General
University of Cincinnati 1979 — 1984
Bachelor of Science (BS), Electrical and Electronics Engineering
Peridiem Global Investors January 2011 - Present
Nuveen Investments April 2005 - December 2010
Bank of America Capital Management May 1997 - December 2004
Skills
Investments, Equities, Fixed Income, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Capital Markets, Bloomberg, Asset Allocation, Bonds, Financial Modeling, Mutual Funds, Securities, Derivatives
Education
University of San Diego 1988 — 1991
Master of Business Administration (MBA), Finance, General
University of Cincinnati 1979 — 1984
Bachelor of Science (BS), Electrical and Electronics Engineering
Kristin Yanicelli Kristin Yanicelli's Nuveen Investments Experience April 2000 - July 2001
Job Strategic Partnerships and Senior Talent Acquisition at Solana Recruitment Services
Industry Human Resources
Experience
Solana Recruitment Services January 2014 - Present
Krimson & Klover, LLC June 2003 - June 2008
Nuveen Investments April 2000 - July 2001
Scudder Investments February 1999 - April 2000
Skills
Recruiting, Strategic Sourcing, HR Consulting, Job Placements, Human Resources, Marketing Strategy, Trend Analysis, Trend Forecasting, Merchandising, Visual Merchandising, Fashion, Photo Shoots, Styling, Business Development, Marketing, Management, Strategic Partnerships, Strategy, Sales, Contract Negotiation, Strategic Planning
Education
The University of Texas at Austin 2001 — 2003
Master of Business Administration (MBA), Marketing/Marketing Management, General
The University of Texas at Austin 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
Solana Recruitment Services January 2014 - Present
Krimson & Klover, LLC June 2003 - June 2008
Nuveen Investments April 2000 - July 2001
Scudder Investments February 1999 - April 2000
Skills
Recruiting, Strategic Sourcing, HR Consulting, Job Placements, Human Resources, Marketing Strategy, Trend Analysis, Trend Forecasting, Merchandising, Visual Merchandising, Fashion, Photo Shoots, Styling, Business Development, Marketing, Management, Strategic Partnerships, Strategy, Sales, Contract Negotiation, Strategic Planning
Education
The University of Texas at Austin 2001 — 2003
Master of Business Administration (MBA), Marketing/Marketing Management, General
The University of Texas at Austin 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
Brett Novosel, CFA Brett Novosel, CFA's Nuveen Investments Experience July 2003 - June 2004
Job Portfolio Manager Partner at V2 Capital, LLC
Industry Investment Management
Experience
V2 Capital, LLC July 2004 - Present
Nuveen Investments July 2003 - June 2004
Bear, Stearns & Co. Inc. August 2000 - November 2002
Andersen Consulting August 1994 - July 1998
Skills
Portfolio Management, Equities, Derivatives, Hedge Funds, Private Equity, Finance, Asset Management, Fixed Income, Alternative Investments, Capital Markets, Investments, Financial Modeling, Valuation, Due Diligence, Investment Management, Financial Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Accounting and Quantitative Finance
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
V2 Capital, LLC July 2004 - Present
Nuveen Investments July 2003 - June 2004
Bear, Stearns & Co. Inc. August 2000 - November 2002
Andersen Consulting August 1994 - July 1998
Skills
Portfolio Management, Equities, Derivatives, Hedge Funds, Private Equity, Finance, Asset Management, Fixed Income, Alternative Investments, Capital Markets, Investments, Financial Modeling, Valuation, Due Diligence, Investment Management, Financial Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Accounting and Quantitative Finance
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
Stephen Caccam's Nuveen Investments Experience July 2008 - November 2008
Job Institutional investment management professional
Industry Investment Management
Experience
Jet Methods, Inc. November 2014 - July 2015
FactSet May 2012 - July 2014
Merrill Lynch January 2012 - May 2012
Merrill Lynch February 2010 - October 2011
New Canaan Public Schools January 2009 - June 2009
Nuveen Investments July 2008 - November 2008
Fred Alger Management, Inc. January 2006 - November 2007
American Century Investments October 1997 - January 2006
Eagle Capital Management February 1997 - August 1997
Hedge Fund March 1993 - January 1997
Skills
Portfolio Management, Investment Management, Asset Management, Strategy, Business Development, Financial Services, Finance, Structured Products
Education
University of California, San Diego 1983 — 1987
B.A., Economics
University of Pennsylvania - Wharton/AIMSE Investment Management Marketing Executive Program 2008 — 2008
Jet Methods, Inc. November 2014 - July 2015
FactSet May 2012 - July 2014
Merrill Lynch January 2012 - May 2012
Merrill Lynch February 2010 - October 2011
New Canaan Public Schools January 2009 - June 2009
Nuveen Investments July 2008 - November 2008
Fred Alger Management, Inc. January 2006 - November 2007
American Century Investments October 1997 - January 2006
Eagle Capital Management February 1997 - August 1997
Hedge Fund March 1993 - January 1997
Skills
Portfolio Management, Investment Management, Asset Management, Strategy, Business Development, Financial Services, Finance, Structured Products
Education
University of California, San Diego 1983 — 1987
B.A., Economics
University of Pennsylvania - Wharton/AIMSE Investment Management Marketing Executive Program 2008 — 2008
Adam Gonzales Adam Gonzales's Nuveen Investments Experience January 2010 - June 2010
Job Risk Advisory Senior Associate at Weaver
Industry Accounting
Experience
Weaver January 2013 - Present
The Venture Market January 2012 - April 2014
Moss Adams LLP November 2010 - January 2013
Nuveen Investments January 2010 - June 2010
Apple October 2007 - September 2008
Skills
Auditing, Accounting, Financial Analysis, Financial Accounting, Management, Budgets, Analysis, Internal Controls, Finance, Financial Reporting, Entrepreneurship, Product Management, Product Launch, Market Research, Financial Statements, GAAP, Risk Analysis, Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master's Degree, Technology Commercialization, 3.6/4.0
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2011
Master of Accounting, Accounting, 3.8/4.0
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2009
B.B.A, Finance and Organizational Management
Weaver January 2013 - Present
The Venture Market January 2012 - April 2014
Moss Adams LLP November 2010 - January 2013
Nuveen Investments January 2010 - June 2010
Apple October 2007 - September 2008
Skills
Auditing, Accounting, Financial Analysis, Financial Accounting, Management, Budgets, Analysis, Internal Controls, Finance, Financial Reporting, Entrepreneurship, Product Management, Product Launch, Market Research, Financial Statements, GAAP, Risk Analysis, Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master's Degree, Technology Commercialization, 3.6/4.0
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2011
Master of Accounting, Accounting, 3.8/4.0
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2009
B.B.A, Finance and Organizational Management
Alexis (Cordero) Brouses Alexis (Cordero) Brouses's Nuveen Investments Experience March 2013 - June 2015
Job Senior Product Management Associate at Nuveen Investments
Industry Financial Services
Experience
Causeway Capital Management LLC June 2015 - September 2015
Nuveen Investments March 2013 - June 2015
Nuveen Investments July 2006 - March 2013
Nuveen Investments July 2005 - July 2006
Jampol, Zimet & Wilcox LLP 2003 - 2005
Skills
RFP, Consultant databases, Callan PEP, eVestment, Omni, PMAPS, Microsoft Excel, Microsoft Word, Mutual Funds, Fixed Income, Investments, Product Management, Investment Management, Series 7
Education
University of California, Los Angeles
B.A.
Causeway Capital Management LLC June 2015 - September 2015
Nuveen Investments March 2013 - June 2015
Nuveen Investments July 2006 - March 2013
Nuveen Investments July 2005 - July 2006
Jampol, Zimet & Wilcox LLP 2003 - 2005
Skills
RFP, Consultant databases, Callan PEP, eVestment, Omni, PMAPS, Microsoft Excel, Microsoft Word, Mutual Funds, Fixed Income, Investments, Product Management, Investment Management, Series 7
Education
University of California, Los Angeles
B.A.
Ron Sternal Ron Sternal's Nuveen Investments Experience January 2011 - Present
Job Managing Director Head of Institutional Sales at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
Skills
Mutual Funds, Portfolio Management, Securities, Equities, Series 7, Investments, Fixed Income
Education
University of Colorado Boulder 1967 — 1971
Bachelor of Arts (B.A.), Political Science and Government
Nuveen Investments January 2011 - Present
Skills
Mutual Funds, Portfolio Management, Securities, Equities, Series 7, Investments, Fixed Income
Education
University of Colorado Boulder 1967 — 1971
Bachelor of Arts (B.A.), Political Science and Government
Anthony Trang Anthony Trang's Nuveen Investments Experience September 2009 - June 2011
Job Assistant Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2013 - Present
Tyco International December 2011 - February 2014
Western Digital June 2011 - January 2012
Nuveen Investments September 2009 - June 2011
FAF Advisors November 2007 - September 2009
Skills
Microsoft SQL Server, Web Services, SQL, Java, C#, Software Development, T-SQL, Agile Methodologies, .NET, Visual Studio, Databases, Database Design, SSRS, ASP.NET, SSIS
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
Master of Business Administration
University of Minnesota-Twin Cities 2004 — 2007
Bachelor of Science, Computer Science
Neuberger Berman April 2013 - Present
Tyco International December 2011 - February 2014
Western Digital June 2011 - January 2012
Nuveen Investments September 2009 - June 2011
FAF Advisors November 2007 - September 2009
Skills
Microsoft SQL Server, Web Services, SQL, Java, C#, Software Development, T-SQL, Agile Methodologies, .NET, Visual Studio, Databases, Database Design, SSRS, ASP.NET, SSIS
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
Master of Business Administration
University of Minnesota-Twin Cities 2004 — 2007
Bachelor of Science, Computer Science
Jason Orabuena Jason Orabuena's Nuveen Investments Experience September 2011 - November 2014
Job Product Offer Management Analyst at Beachbody, LLC
Industry Health, Wellness and Fitness
Experience
Beachbody November 2014 - Present
Nuveen Investments September 2011 - November 2014
Davis Selected Advisors July 2009 - August 2011
Davis Selected Advisors January 2007 - July 2009
Fastenal January 2005 - January 2007
Skills
Sales, Financial Services, Securities, Analysis, Investments, Bloomberg, Equities, Asset Management, Accounting, Asset Allocation, Fixed Income, Capital Markets, Finance, Financial Reporting, Cash Flow Forecasting, Microsoft Excel, Mutual Funds, Forecasting, Account Reconciliation, Financial Analysis, Portfolio Management, Data Analysis, Process Improvement, Customer Service, Leadership, Microsoft Office, Public Speaking
Education
USC Marshall School of Business 2013 — 2016
MBA Candidate, Data Science and Operations
University of Arizona, Eller College of Management 2003 — 2006
Business Administration, Economics and Marketing
Beachbody November 2014 - Present
Nuveen Investments September 2011 - November 2014
Davis Selected Advisors July 2009 - August 2011
Davis Selected Advisors January 2007 - July 2009
Fastenal January 2005 - January 2007
Skills
Sales, Financial Services, Securities, Analysis, Investments, Bloomberg, Equities, Asset Management, Accounting, Asset Allocation, Fixed Income, Capital Markets, Finance, Financial Reporting, Cash Flow Forecasting, Microsoft Excel, Mutual Funds, Forecasting, Account Reconciliation, Financial Analysis, Portfolio Management, Data Analysis, Process Improvement, Customer Service, Leadership, Microsoft Office, Public Speaking
Education
USC Marshall School of Business 2013 — 2016
MBA Candidate, Data Science and Operations
University of Arizona, Eller College of Management 2003 — 2006
Business Administration, Economics and Marketing
Will Davis Will Davis's Nuveen Investments Experience August 1998 - April 2010
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2010 - Present
Nuveen Investments August 1998 - April 2010
Skills
Series 7, Mutual Funds, Investments, Asset Management, Alternative Investments, Securities, Series 63, ETFs, Equities, Asset Allocation, Fixed Income, Separately Managed..., Financial Analysis, Investment Management, Investment Advisory, Valuation, Investment Strategies, Hedge Funds, Portfolio Management, Financial Modeling, Wealth Management
Education
University of Houston
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA)
J.P. Morgan April 2010 - Present
Nuveen Investments August 1998 - April 2010
Skills
Series 7, Mutual Funds, Investments, Asset Management, Alternative Investments, Securities, Series 63, ETFs, Equities, Asset Allocation, Fixed Income, Separately Managed..., Financial Analysis, Investment Management, Investment Advisory, Valuation, Investment Strategies, Hedge Funds, Portfolio Management, Financial Modeling, Wealth Management
Education
University of Houston
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA)
Barbara Orr Ph.D. Barbara Orr Ph.D.'s Nuveen Investments Experience 1981 - 1993
Job Executive Director, Regional Centers and Education at Southern New Hampshire University College of Online Education
Industry Education Management
Experience
Southern New Hampshire University College of Online and Continuing Education 2013 - Present
Heald College 2011 - 2013
Colorado Technical University August 2010 - June 2011
Colorado Technical University, Career Education Corporation June 2010 - August 2010
Jones International University 2009 - 2010
Jones International University 2006 - 2009
ACE Academy, Gifted and Talented Charter School 2005 - 2006
Texas Higher Education Coordinating Board 2002 - 2004
Austin Community College September 2000 - April 2001
Nuveen Investments 1981 - 1993
Skills
Curriculum Development, Adult Education, Accreditation, Academic Administration, Instructional Technology, Program Development, Campus, Program Evaluation, Leadership, Public Speaking, Qualitative Research, University Teaching, Career Counseling, Leadership Development, College Teaching, Program Management, Educational Consulting, Training, Team Building, Policy, Workshop Facilitation, Career Development, Community Outreach, Performance Management, Strategy, Coaching, Grants, Nonprofits, Student Financial Aid, E-Learning, Analysis, Recruiting, Strategic Planning, Data Analysis, Student Development, Educational Technology, Enrollment Management, Classroom, Employee Training, Academia, Cross-functional Team...
Education
The University of Texas at Austin 1998 — 2001
Ph.D., Higher Education Administration, Community College Leadership Program, minor in Museum Education
The University of Texas at Austin 1996 — 1998
Master of Arts (M.A.) Curriculum and Instruction, Adult Education and Organizational Development with the School of Business
The University of Texas at Austin 1981 — 1985
Bachelor of Fine Arts (B.F.A.), Studio Art in Metals, Sculpture and Ceramics
Southern New Hampshire University College of Online and Continuing Education 2013 - Present
Heald College 2011 - 2013
Colorado Technical University August 2010 - June 2011
Colorado Technical University, Career Education Corporation June 2010 - August 2010
Jones International University 2009 - 2010
Jones International University 2006 - 2009
ACE Academy, Gifted and Talented Charter School 2005 - 2006
Texas Higher Education Coordinating Board 2002 - 2004
Austin Community College September 2000 - April 2001
Nuveen Investments 1981 - 1993
Skills
Curriculum Development, Adult Education, Accreditation, Academic Administration, Instructional Technology, Program Development, Campus, Program Evaluation, Leadership, Public Speaking, Qualitative Research, University Teaching, Career Counseling, Leadership Development, College Teaching, Program Management, Educational Consulting, Training, Team Building, Policy, Workshop Facilitation, Career Development, Community Outreach, Performance Management, Strategy, Coaching, Grants, Nonprofits, Student Financial Aid, E-Learning, Analysis, Recruiting, Strategic Planning, Data Analysis, Student Development, Educational Technology, Enrollment Management, Classroom, Employee Training, Academia, Cross-functional Team...
Education
The University of Texas at Austin 1998 — 2001
Ph.D., Higher Education Administration, Community College Leadership Program, minor in Museum Education
The University of Texas at Austin 1996 — 1998
Master of Arts (M.A.) Curriculum and Instruction, Adult Education and Organizational Development with the School of Business
The University of Texas at Austin 1981 — 1985
Bachelor of Fine Arts (B.F.A.), Studio Art in Metals, Sculpture and Ceramics
Joseph Park, CFA, CPA Joseph Park, CFA, CPA's Nuveen Investments Experience June 2008 - September 2011
Job Equity Portfolio Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management September 2015 - Present
Northern Trust Global Investments September 2011 - August 2015
Nuveen Investments June 2008 - September 2011
Ernst & Young September 2004 - May 2008
Crowe Horwath LLP August 2003 - September 2004
Skills
Fixed Income, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Asset Managment, Derivatives, Mutual Funds, Hedge Funds, Asset Management, Alternative Investments, Finance, Equities, Portfolio Management
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Analytical Finance, Economics, Finance
University of Illinois at Urbana-Champaign - College of Business 1997 — 2002
BS, Accounting, Finance
Northern Trust Asset Management September 2015 - Present
Northern Trust Global Investments September 2011 - August 2015
Nuveen Investments June 2008 - September 2011
Ernst & Young September 2004 - May 2008
Crowe Horwath LLP August 2003 - September 2004
Skills
Fixed Income, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Asset Managment, Derivatives, Mutual Funds, Hedge Funds, Asset Management, Alternative Investments, Finance, Equities, Portfolio Management
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Analytical Finance, Economics, Finance
University of Illinois at Urbana-Champaign - College of Business 1997 — 2002
BS, Accounting, Finance
Andy Haas Andy Haas's Nuveen Investments Experience January 2011 - Present
Job Senior Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
FAF Advisors June 2006 - December 2010
U.S. Bank January 1997 - June 2006
Skills
Portfolio Management, Investment Strategies, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Fixed Income, Equities, Asset Management, Investments, Wealth Management, Securities, Hedge Funds, Investment Advisory, Bonds, Investment Management
Education
Truman State University 1992 — 1996
BA, Finance, General
Nuveen Investments January 2011 - Present
FAF Advisors June 2006 - December 2010
U.S. Bank January 1997 - June 2006
Skills
Portfolio Management, Investment Strategies, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Fixed Income, Equities, Asset Management, Investments, Wealth Management, Securities, Hedge Funds, Investment Advisory, Bonds, Investment Management
Education
Truman State University 1992 — 1996
BA, Finance, General
Rawee Gobena Rawee Gobena's Nuveen Investments Experience February 2015 - Present
Job Client Service Associate at Nuveen Investments
Industry Management Consulting
Experience
Nuveen Investments February 2015 - Present
Franklin Educational Services, Inc. August 2013 - Present
Morley Builders 2014 - 2015
United AMS 2012 - 2013
Safeway May 2010 - August 2010
Shimmick Construction 2008 - 2010
Michael Hoff Productions June 2009 - August 2009
Skills
Accounting, Asset Management, Business Analysis, Business Development, Financial Analysis, Management Consulting, Marketing Strategy, Microsoft Office, Office Administration, Operations Management, QuickBooks, Real Estate Development, Receiverships, Television Programming, Program Management, Public Speaking
Education
University of Southern California 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
University of California, San Diego 2007 — 2009
Bachelor of Arts (B.A.), Economics
Nuveen Investments February 2015 - Present
Franklin Educational Services, Inc. August 2013 - Present
Morley Builders 2014 - 2015
United AMS 2012 - 2013
Safeway May 2010 - August 2010
Shimmick Construction 2008 - 2010
Michael Hoff Productions June 2009 - August 2009
Skills
Accounting, Asset Management, Business Analysis, Business Development, Financial Analysis, Management Consulting, Marketing Strategy, Microsoft Office, Office Administration, Operations Management, QuickBooks, Real Estate Development, Receiverships, Television Programming, Program Management, Public Speaking
Education
University of Southern California 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
University of California, San Diego 2007 — 2009
Bachelor of Arts (B.A.), Economics
Douglas Baker, CFA Douglas Baker, CFA's Nuveen Investments Experience March 2006 - Present
Job Portfolio Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2006 - Present
Skills
Mutual Funds, Securities, Equities, Bonds, Derivatives, Asset Managment, Investments, Capital Markets, Asset Management, Fixed Income, Portfolio Management, Separately Managed..., Asset Allocation, Commodity, Alternative Investments, ETFs, Investment Strategies
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance & Economics
Nuveen Investments March 2006 - Present
Skills
Mutual Funds, Securities, Equities, Bonds, Derivatives, Asset Managment, Investments, Capital Markets, Asset Management, Fixed Income, Portfolio Management, Separately Managed..., Asset Allocation, Commodity, Alternative Investments, ETFs, Investment Strategies
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance & Economics
Michael Zavadil Michael Zavadil's Nuveen Investments Experience May 2014 - Present
Job Portfolio Accountant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 2014 - Present
Super One Foods August 2013 - November 2013
CFA Society of Minnesota June 2013 - August 2013
The Home Depot May 2012 - August 2012
Skills
Editing, Publishing, Leadership, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Research, Sales, Team Building, Social Media, Data Analysis, Strategic Planning, Access, Coaching, Event Planning, Marketing, Management
Education
The University of North Dakota 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Investments
Level I CFA Candidate
Nuveen Investments May 2014 - Present
Super One Foods August 2013 - November 2013
CFA Society of Minnesota June 2013 - August 2013
The Home Depot May 2012 - August 2012
Skills
Editing, Publishing, Leadership, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Research, Sales, Team Building, Social Media, Data Analysis, Strategic Planning, Access, Coaching, Event Planning, Marketing, Management
Education
The University of North Dakota 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Investments
Level I CFA Candidate
Oliver Ho Oliver Ho's Nuveen Investments Experience October 2013 - June 2015
Job Business Risk and Analytics at TCW
Industry Capital Markets
Experience
The TCW Group July 2015 - Present
Nuveen Investments October 2013 - June 2015
PIMCO May 2012 - September 2013
Morgan Stanley July 2011 - August 2011
LogixData July 2011 - August 2011
Engineering Academic Computing Services February 2009 - June 2011
Antaeus Capital July 2009 - September 2009
Skills
Visual Basic, Microsoft Excel, Microsoft Office, Pivot Tables, PowerPoint, Data Analysis, Statistics, Microsoft Word, Analysis, VBA
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, Economics
The TCW Group July 2015 - Present
Nuveen Investments October 2013 - June 2015
PIMCO May 2012 - September 2013
Morgan Stanley July 2011 - August 2011
LogixData July 2011 - August 2011
Engineering Academic Computing Services February 2009 - June 2011
Antaeus Capital July 2009 - September 2009
Skills
Visual Basic, Microsoft Excel, Microsoft Office, Pivot Tables, PowerPoint, Data Analysis, Statistics, Microsoft Word, Analysis, VBA
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, Economics
Jeff Daigneault Jeff Daigneault's Nuveen Investments Experience July 2009 - Present
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2009 - Present
First American Funds 2009 - 2010
LPL Financial October 2006 - July 2009
Credit Suisse December 2003 - October 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Wealth Management, Fixed Income, Investment Advisory, Equities, Investment Strategies, Portfolio Management
Education
NYU Stern School of Business 2004 — 2012
Masters, Business
University of Florida 1994 — 1998
BS, Finance
Nuveen Investments July 2009 - Present
First American Funds 2009 - 2010
LPL Financial October 2006 - July 2009
Credit Suisse December 2003 - October 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Wealth Management, Fixed Income, Investment Advisory, Equities, Investment Strategies, Portfolio Management
Education
NYU Stern School of Business 2004 — 2012
Masters, Business
University of Florida 1994 — 1998
BS, Finance
Meredith Welsh's Nuveen Investments Experience December 2014 - Present
Job Vice President, Senior Manager, Accounting Services at Nuveen Investments
Industry Accounting
Experience
Nuveen Investments December 2014 - Present
McDonald's Corporation October 2013 - December 2014
McDonald's Corporation March 2012 - October 2013
McDonald's Corporation May 2009 - March 2012
The Kenrich Group LLC April 2009 - May 2009
Kaplan Professional December 2007 - April 2009
Kaplan Professional November 2005 - December 2007
Kaplan Professional July 2003 - November 2005
Navigant Consulting (f.k.a. Tucker Alan, Inc.) December 2002 - July 2003
Navigant Consulting (f.k.a. Tucker Alan, Inc.) October 2000 - December 2002
Skills
Management, Finance, Strategic Planning, Financial Analysis, Leadership, Process Improvement, Project Management, Strategy, Analysis, Team Building
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
BSM, Accounting, Art History
Nuveen Investments December 2014 - Present
McDonald's Corporation October 2013 - December 2014
McDonald's Corporation March 2012 - October 2013
McDonald's Corporation May 2009 - March 2012
The Kenrich Group LLC April 2009 - May 2009
Kaplan Professional December 2007 - April 2009
Kaplan Professional November 2005 - December 2007
Kaplan Professional July 2003 - November 2005
Navigant Consulting (f.k.a. Tucker Alan, Inc.) December 2002 - July 2003
Navigant Consulting (f.k.a. Tucker Alan, Inc.) October 2000 - December 2002
Skills
Management, Finance, Strategic Planning, Financial Analysis, Leadership, Process Improvement, Project Management, Strategy, Analysis, Team Building
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
BSM, Accounting, Art History
Curt Bradshaw Curt Bradshaw's Nuveen Investments Experience November 2011 - Present
Job Board Member at Illinois State Board of Education
Industry Financial Services
Experience
Illinois State Board of Education September 2012 - Present
Nuveen Investments November 2011 - Present
Indian Prairie School District May 2009 - September 2012
Invesco January 2010 - November 2011
Morgan Stanley Investment Management/Van Kampen Investments January 2001 - January 2010
Indian Prairie School District June 2005 - May 2009
Chicago Board of Trade June 1994 - January 2001
Skills
Strategic Planning, Public Speaking, Mutual Funds, Financial Analysis, Program Management, Asset Management, Team Building, Leadership, Product Management, Risk Management, Morningstar Direct, Morningstar, Executive Management, Alternative Investments, Asset Allocation, Investments
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Strategic Management
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Agricultural Economcis
Illinois State Board of Education September 2012 - Present
Nuveen Investments November 2011 - Present
Indian Prairie School District May 2009 - September 2012
Invesco January 2010 - November 2011
Morgan Stanley Investment Management/Van Kampen Investments January 2001 - January 2010
Indian Prairie School District June 2005 - May 2009
Chicago Board of Trade June 1994 - January 2001
Skills
Strategic Planning, Public Speaking, Mutual Funds, Financial Analysis, Program Management, Asset Management, Team Building, Leadership, Product Management, Risk Management, Morningstar Direct, Morningstar, Executive Management, Alternative Investments, Asset Allocation, Investments
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Strategic Management
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Agricultural Economcis
Jsan Homsombath Jsan Homsombath's Nuveen Investments Experience October 2014 - Present
Job Portfolio Accounting Specialist at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments October 2014 - Present
U.S. Bank June 2014 - September 2014
Ameriprise Financial Services, Inc. October 2013 - May 2014
Wells Fargo Home Mortgage December 2012 - July 2013
Digi-Key Corporation December 2011 - March 2012
Wells Fargo Investments November 2010 - May 2011
University of North Dakota ODNA/ResNet May 2009 - August 2010
University of North Dakota Understanding Credit Program September 2009 - May 2010
University of North Dakota Student Managed Investment Fund January 2009 - May 2010
University of North Dakota Housing August 2007 - May 2009
Skills
Portfolio Management, FX, Investments, Excel, Microsoft Office, Equity Valuation, Analysis, Equities, Public Speaking, Leadership, Accounting, Microsoft Excel, FX Options, Strategic Planning
Education
The University of North Dakota 2005 — 2010
B.B.A, Investments
Nuveen Investments October 2014 - Present
U.S. Bank June 2014 - September 2014
Ameriprise Financial Services, Inc. October 2013 - May 2014
Wells Fargo Home Mortgage December 2012 - July 2013
Digi-Key Corporation December 2011 - March 2012
Wells Fargo Investments November 2010 - May 2011
University of North Dakota ODNA/ResNet May 2009 - August 2010
University of North Dakota Understanding Credit Program September 2009 - May 2010
University of North Dakota Student Managed Investment Fund January 2009 - May 2010
University of North Dakota Housing August 2007 - May 2009
Skills
Portfolio Management, FX, Investments, Excel, Microsoft Office, Equity Valuation, Analysis, Equities, Public Speaking, Leadership, Accounting, Microsoft Excel, FX Options, Strategic Planning
Education
The University of North Dakota 2005 — 2010
B.B.A, Investments
Isaac H Isaac H's Nuveen Investments Experience May 2012 - September 2013
Job .
Industry Financial Services
Experience
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) September 2013 - Present
Nuveen Investments May 2012 - September 2013
Interthinx January 2012 - May 2012
Interthinx 2010 - 2012
Wilshire Associates February 2006 - November 2010
Kelfia Interactive 2008 - 2009
San Diego Supercomputer Center 2004 - 2006
T.S. International, Inc 2004 - 2006
Skills
SQL, Java, MySQL, Subversion, Microsoft SQL Server, Eclipse, Tomcat, Databases, ASP.NET, Agile Methodologies, C#, .NET, IIS, TFS, SSRS, HTML, SSIS, ETL, SDLC, Web Services, SOA, VB.NET, Trading Systems, SaaS, T-SQL, BizTalk, JIRA, Talend, Continuous Integration, agile, SimCorp Dimension, Charles River IMS, Arduino, Management
Education
University of California, San Diego
Bachelor of Science (BS)
University of California, Los Angeles
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) September 2013 - Present
Nuveen Investments May 2012 - September 2013
Interthinx January 2012 - May 2012
Interthinx 2010 - 2012
Wilshire Associates February 2006 - November 2010
Kelfia Interactive 2008 - 2009
San Diego Supercomputer Center 2004 - 2006
T.S. International, Inc 2004 - 2006
Skills
SQL, Java, MySQL, Subversion, Microsoft SQL Server, Eclipse, Tomcat, Databases, ASP.NET, Agile Methodologies, C#, .NET, IIS, TFS, SSRS, HTML, SSIS, ETL, SDLC, Web Services, SOA, VB.NET, Trading Systems, SaaS, T-SQL, BizTalk, JIRA, Talend, Continuous Integration, agile, SimCorp Dimension, Charles River IMS, Arduino, Management
Education
University of California, San Diego
Bachelor of Science (BS)
University of California, Los Angeles
Daniel Bourke Daniel Bourke's Nuveen Investments Experience April 2007 - May 2011
Job Financial Analyst at Kirkland & Ellis LLP
Industry Financial Services
Experience
Kirkland & Ellis LLP September 2015 - Present
Cortland Capital Market Services LLC March 2013 - September 2015
Cortland Capital Market Services LLC May 2011 - March 2013
Nuveen Investments April 2007 - May 2011
BISYS Financial Services August 2006 - March 2007
Wright Patterson Air Force Base May 2003 - May 2006
Skills
Financial Analysis, Investments, Bloomberg, Portia, Financial Reporting, Asset Managment, Brio Query, Accounting, Mutual Funds, Finance, Account Reconciliation, Auditing, Loans, Management, Financial Modeling, Microsoft Excel
Education
The University of Dayton - 300 College Park · 2002 — 2006
· Bachelor of Science, Finance
University of Dayton
Kirkland & Ellis LLP September 2015 - Present
Cortland Capital Market Services LLC March 2013 - September 2015
Cortland Capital Market Services LLC May 2011 - March 2013
Nuveen Investments April 2007 - May 2011
BISYS Financial Services August 2006 - March 2007
Wright Patterson Air Force Base May 2003 - May 2006
Skills
Financial Analysis, Investments, Bloomberg, Portia, Financial Reporting, Asset Managment, Brio Query, Accounting, Mutual Funds, Finance, Account Reconciliation, Auditing, Loans, Management, Financial Modeling, Microsoft Excel
Education
The University of Dayton - 300 College Park · 2002 — 2006
· Bachelor of Science, Finance
University of Dayton
Bob Dochterman Bob Dochterman's Nuveen Investments Experience 1987 - 1996
Job
Industry Consumer Goods
Experience
bobbysue's nuts! January 2014 - January 2015
Hotchkis and Wiley Capital Management October 2001 - February 2012
Merrill Lynch Investment Managers September 1999 - June 2001
Salomon Brothers 1996 - 1999
Nuveen Investments 1987 - 1996
Skills
Alternative Investments, Investments, Asset Managment, Series 7, Mutual Funds, Investment Advisory, Separately Managed..., Series 63, Asset Allocation, Asset Management, Financial Analysis, Wealth Management, Investment Strategies, Equities, Fixed Income, Financial Advisory, Retirement Planning, Securities, 401k, Financial Services, Investment Management, Portfolio Management, ETFs, Institutional...
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1998
M.B.A.
University of Illinois at Urbana-Champaign 1983 — 1987
B.A., Economics
bobbysue's nuts! January 2014 - January 2015
Hotchkis and Wiley Capital Management October 2001 - February 2012
Merrill Lynch Investment Managers September 1999 - June 2001
Salomon Brothers 1996 - 1999
Nuveen Investments 1987 - 1996
Skills
Alternative Investments, Investments, Asset Managment, Series 7, Mutual Funds, Investment Advisory, Separately Managed..., Series 63, Asset Allocation, Asset Management, Financial Analysis, Wealth Management, Investment Strategies, Equities, Fixed Income, Financial Advisory, Retirement Planning, Securities, 401k, Financial Services, Investment Management, Portfolio Management, ETFs, Institutional...
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1998
M.B.A.
University of Illinois at Urbana-Champaign 1983 — 1987
B.A., Economics
Lani Noel Lani Noel's Nuveen Investments Experience May 2012 - August 2013
Job Talent Acquisition Leader
Industry Internet
Experience
Guthy-Renker August 2013 - Present
Nuveen Investments May 2012 - August 2013
Westfield , LLC. December 2007 - May 2012
LPL Financial Services May 2006 - December 2007
Cricket Communications September 2005 - February 2006
Gateway June 2002 - March 2004
American Red Cross November 2001 - June 2002
Best Golf, LLC (start-up) May 2000 - May 2001
Brown Brothers Harriman October 1998 - May 2000
Skills
Recruiting, Talent Acquisition, Talent Management, Sourcing, Applicant Tracking..., Human Resources, Leadership, Management, Onboarding, College Recruiting, Program Management, Strategy, Process Improvement, Succession Planning, Technical Recruiting, Employee Relations, Strategic Sourcing, Negotiation, HRIS, Performance Management, Interview process..., Behavioral interviewing, Building Relationships
Education
Union College 1994 — 1998
BS, Psych
The Rivers School
The Rivers School
Guthy-Renker August 2013 - Present
Nuveen Investments May 2012 - August 2013
Westfield , LLC. December 2007 - May 2012
LPL Financial Services May 2006 - December 2007
Cricket Communications September 2005 - February 2006
Gateway June 2002 - March 2004
American Red Cross November 2001 - June 2002
Best Golf, LLC (start-up) May 2000 - May 2001
Brown Brothers Harriman October 1998 - May 2000
Skills
Recruiting, Talent Acquisition, Talent Management, Sourcing, Applicant Tracking..., Human Resources, Leadership, Management, Onboarding, College Recruiting, Program Management, Strategy, Process Improvement, Succession Planning, Technical Recruiting, Employee Relations, Strategic Sourcing, Negotiation, HRIS, Performance Management, Interview process..., Behavioral interviewing, Building Relationships
Education
Union College 1994 — 1998
BS, Psych
The Rivers School
The Rivers School
Jennifer Sims Jennifer Sims's Nuveen Investments Experience September 2014 - Present
Job Recruiting Coordinator at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments September 2014 - Present
Birchwood Country Club May 2009 - July 2014
Just Between Friends August 2008 - May 2010
Tennaqua Swim and Tennis Club May 2009 - August 2009
Skills
Social Media, Marketing, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Customer Service, Facebook
Education
University of Dayton 2010 — 2014
Marketing
Stevenson High School 2006 — 2010
High School Diploma
Nuveen Investments September 2014 - Present
Birchwood Country Club May 2009 - July 2014
Just Between Friends August 2008 - May 2010
Tennaqua Swim and Tennis Club May 2009 - August 2009
Skills
Social Media, Marketing, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Customer Service, Facebook
Education
University of Dayton 2010 — 2014
Marketing
Stevenson High School 2006 — 2010
High School Diploma
Bill Sheehan Bill Sheehan's Nuveen Investments Experience July 2010 - February 2014
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Nuveen Investments July 2010 - February 2014
DWS Investments June 2008 - July 2010
Wells Fargo Advantage Funds June 2005 - June 2008
Wells Fargo Advantage Funds December 2004 - June 2005
Wells Fargo Advantage Funds October 2003 - December 2004
Morgan Stanley August 2000 - November 2002
Morgan Stanley June 1998 - August 2000
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Wealth Management, Asset Managment, Investment Strategies
Education
University of Colorado at Boulder 1994 — 1997
BS, Marketing
Fidelity Investments February 2014 - Present
Nuveen Investments July 2010 - February 2014
DWS Investments June 2008 - July 2010
Wells Fargo Advantage Funds June 2005 - June 2008
Wells Fargo Advantage Funds December 2004 - June 2005
Wells Fargo Advantage Funds October 2003 - December 2004
Morgan Stanley August 2000 - November 2002
Morgan Stanley June 1998 - August 2000
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Wealth Management, Asset Managment, Investment Strategies
Education
University of Colorado at Boulder 1994 — 1997
BS, Marketing
Peggy (Spilker) Mengel's Nuveen Investments Experience 1979 - 1982
Job Creating Clarity, Energy and Action | Performance Coach
Industry Financial Services
Experience
The Biz Sherpa January 2005 - Present
DNA Behavior International January 2008 - September 2015
LPL April 1999 - January 2005
OppenheimerFunds October 1991 - June 1997
Invest Financial May 1985 - September 1991
Kemper Financial Services 1982 - 1985
Nuveen Investments 1979 - 1982
Skills
Public Speaking, Sales Process, Client Engagement, Client Relationship..., Client Retention, Employee Engagement, Business Coaching, Wholesaling, Training & Development, Business Communications, Marketing Communications, Financial Services..., Financial Services, CRM, Customer Retention, Customer Engagement, Employee Training, Strategy, Wholesale, Management, Management Consulting, Training, Coaching, Program Management, New Business Development, Marketing, Strategic Planning, Recruiting, Sales, Leadership, Professional Mentoring, Leadership Development, Executive Coaching, Mutual Funds, Investments, Retirement Planning, Wealth Management
Education
University of Illinois at Chicago 1974 — 1979
Bachelor of Science, Management
The Biz Sherpa January 2005 - Present
DNA Behavior International January 2008 - September 2015
LPL April 1999 - January 2005
OppenheimerFunds October 1991 - June 1997
Invest Financial May 1985 - September 1991
Kemper Financial Services 1982 - 1985
Nuveen Investments 1979 - 1982
Skills
Public Speaking, Sales Process, Client Engagement, Client Relationship..., Client Retention, Employee Engagement, Business Coaching, Wholesaling, Training & Development, Business Communications, Marketing Communications, Financial Services..., Financial Services, CRM, Customer Retention, Customer Engagement, Employee Training, Strategy, Wholesale, Management, Management Consulting, Training, Coaching, Program Management, New Business Development, Marketing, Strategic Planning, Recruiting, Sales, Leadership, Professional Mentoring, Leadership Development, Executive Coaching, Mutual Funds, Investments, Retirement Planning, Wealth Management
Education
University of Illinois at Chicago 1974 — 1979
Bachelor of Science, Management
Andrew Brackmann Andrew Brackmann's Nuveen Investments Experience June 2014 - August 2014
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2015 - Present
Davis Center for Portfolio Management April 2013 - May 2015
Kudla Dynamic Allocation Fund April 2013 - April 2015
Global Platinum Securities March 2012 - April 2015
Nuveen Investments June 2014 - August 2014
University of Dayton September 2011 - December 2013
Davis Center for Portfolio Management April 2012 - April 2013
Davis Center for Portfolio Management November 2011 - April 2012
Skills
Portfolio Management, Investments, Equities, Bloomberg, Financial Modeling, Accounting, Mutual Funds, Analysis, Bloomberg Terminal, Market Research, Microsoft Excel
Education
University of Dayton 2011 — 2015
KeyBanc Capital Markets July 2015 - Present
Davis Center for Portfolio Management April 2013 - May 2015
Kudla Dynamic Allocation Fund April 2013 - April 2015
Global Platinum Securities March 2012 - April 2015
Nuveen Investments June 2014 - August 2014
University of Dayton September 2011 - December 2013
Davis Center for Portfolio Management April 2012 - April 2013
Davis Center for Portfolio Management November 2011 - April 2012
Skills
Portfolio Management, Investments, Equities, Bloomberg, Financial Modeling, Accounting, Mutual Funds, Analysis, Bloomberg Terminal, Market Research, Microsoft Excel
Education
University of Dayton 2011 — 2015
George Fisher, CFA George Fisher, CFA's Nuveen Investments Experience February 2010 - July 2013
Job Senior Associate LNG Development
Industry Oil & Energy
Experience
GE Ventures June 2015 - Present
Nuveen Investments February 2010 - July 2013
Huron Consulting Group October 2008 - February 2010
Skills
Financial Modeling
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
Bachelor of Arts (B.A.), Economics
GE Ventures June 2015 - Present
Nuveen Investments February 2010 - July 2013
Huron Consulting Group October 2008 - February 2010
Skills
Financial Modeling
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
Bachelor of Arts (B.A.), Economics
David Hummel's Nuveen Investments Experience December 2011 - Present
Job Internal Advisor Consultant
Industry Financial Services
Experience
Nuveen Investments December 2011 - Present
Merrill Lynch May 2011 - August 2011
Thomson Reuters August 2010 - December 2010
Skills
Series 7, Investment Strategies, Investment Sales, Mutual Funds, Investments, Series 65, Series 63
Education
University of Dayton 2007 — 2011
Finance, Business
Nuveen Investments December 2011 - Present
Merrill Lynch May 2011 - August 2011
Thomson Reuters August 2010 - December 2010
Skills
Series 7, Investment Strategies, Investment Sales, Mutual Funds, Investments, Series 65, Series 63
Education
University of Dayton 2007 — 2011
Finance, Business
Jessica Kruger's Nuveen Investments Experience 2003 - 2011
Job Stylist at Salon Muse
Industry Hospitality
Experience
Salon Muse July 2015 - Present
MaximumFX Salons Spas October 2013 - June 2015
Orange Salon February 2013 - August 2013
Independent Consultant 2011 - 2013
Nuveen Investments 2003 - 2011
Robert W Baird & Co. 1999 - 2003
Skills
Brand Development, Marketing Communications, Project Coordination, Advertising, Graphic Design, Adobe Creative Suite, QuarkXPress, Administration, Microsoft Office, Creative Direction, Photography, Illustration, Marketing Strategy, Event Marketing, Corporate Branding, Logo Design, Corporate Finance, Conference Coordination, Meeting Planning, Growing Revenue, Client Relationship..., Customer Acquisition, Art Direction, Product Management, Print Production, Budget Management, Vendor Relations, Client Acquisition, Client Retention, Hair Cutting, Hair Care, Highlighting, Corrective Color, Coloring, Print, Cosmetology, Email Marketing, Image Editing, Newsletters
Education
Aveda Institute Austin 2012 — 2013
Cosmetology
University of Arizona 1994 — 1998
Bachelor of Fine Art, Graphic Design
Salon Muse July 2015 - Present
MaximumFX Salons Spas October 2013 - June 2015
Orange Salon February 2013 - August 2013
Independent Consultant 2011 - 2013
Nuveen Investments 2003 - 2011
Robert W Baird & Co. 1999 - 2003
Skills
Brand Development, Marketing Communications, Project Coordination, Advertising, Graphic Design, Adobe Creative Suite, QuarkXPress, Administration, Microsoft Office, Creative Direction, Photography, Illustration, Marketing Strategy, Event Marketing, Corporate Branding, Logo Design, Corporate Finance, Conference Coordination, Meeting Planning, Growing Revenue, Client Relationship..., Customer Acquisition, Art Direction, Product Management, Print Production, Budget Management, Vendor Relations, Client Acquisition, Client Retention, Hair Cutting, Hair Care, Highlighting, Corrective Color, Coloring, Print, Cosmetology, Email Marketing, Image Editing, Newsletters
Education
Aveda Institute Austin 2012 — 2013
Cosmetology
University of Arizona 1994 — 1998
Bachelor of Fine Art, Graphic Design
Daniel Huang Daniel Huang's Nuveen Investments Experience April 2012 - April 2013
Job Assistant Controller at Kayne Anderson Capital Advisors
Industry Investment Management
Experience
Kayne Anderson Capital Advisors May 2013 - Present
Nuveen Investments April 2012 - April 2013
Rothstein Kass (now KPMG) September 2007 - April 2012
McGladrey February 2004 - August 2007
Lasker Kim & Co., LLP November 2003 - February 2004
Skills
Hedge Funds, Private Equity, Credit Unions, Accounting, Auditing, Investments, GAAP, Valuation, Alternative Investments, Financial Reporting, Financial Statements, Finance
Education
University of California, Santa Barbara
B.A., Business Economics
Kayne Anderson Capital Advisors May 2013 - Present
Nuveen Investments April 2012 - April 2013
Rothstein Kass (now KPMG) September 2007 - April 2012
McGladrey February 2004 - August 2007
Lasker Kim & Co., LLP November 2003 - February 2004
Skills
Hedge Funds, Private Equity, Credit Unions, Accounting, Auditing, Investments, GAAP, Valuation, Alternative Investments, Financial Reporting, Financial Statements, Finance
Education
University of California, Santa Barbara
B.A., Business Economics
Alessandro Quargnali-Linsley Alessandro Quargnali-Linsley's Nuveen Investments Experience April 2012 - November 2012
Job Creative Problem Solver
Industry Information Technology and Services
Experience
Newedge December 2012 - Present
La Romita School of Art January 1998 - Present
Nuveen Investments April 2012 - November 2012
CCC Information Services January 2002 - April 2012
ToyBlock Music February 2008 - March 2012
Misery Loves Co. January 2005 - January 2012
DriveLogic 2001 - 2002
Comdisco October 1999 - December 2000
Honeywell Aerospace 1998 - 1999
Skills
Virtualization, VMware, Windows, Disaster Recovery, Active Directory, PHP, Solution Architecture, Project Management, Networking, System Administration, ITIL, Data Center, Operating Systems, Servers, SharePoint, Hardware, Integration, Cloud Computing, Windows Server, Vendor Management, Server Architecture
Education
The University of New Mexico 1993 — 1998
BM, Music
Newedge December 2012 - Present
La Romita School of Art January 1998 - Present
Nuveen Investments April 2012 - November 2012
CCC Information Services January 2002 - April 2012
ToyBlock Music February 2008 - March 2012
Misery Loves Co. January 2005 - January 2012
DriveLogic 2001 - 2002
Comdisco October 1999 - December 2000
Honeywell Aerospace 1998 - 1999
Skills
Virtualization, VMware, Windows, Disaster Recovery, Active Directory, PHP, Solution Architecture, Project Management, Networking, System Administration, ITIL, Data Center, Operating Systems, Servers, SharePoint, Hardware, Integration, Cloud Computing, Windows Server, Vendor Management, Server Architecture
Education
The University of New Mexico 1993 — 1998
BM, Music
Thomas Cheng Thomas Cheng's Nuveen Investments Experience May 2011 - August 2013
Job Business Analyst / Relationship Manager at BlackRock
Industry Financial Services
Experience
BlackRock September 2013 - Present
Nuveen Investments May 2011 - August 2013
State Street January 2009 - May 2011
Kentucky World Trade Center September 2008 - December 2008
Alaska Trade Office, Taipei World Trade Center May 2008 - June 2008
US Army January 2002 - January 2004
Skills
Trading, Fixed Income, Bloomberg, FX Options, Equities, Options, Securities, Bonds, Middle Office, Commodity, Settlement, Financial Services, Management, Analysis, Swaps
Education
UCLA 2012 — 2013
Certificate, Applications Programming Certificate
University of Louisville
BS, Business Management and Entrepreneurship
BlackRock September 2013 - Present
Nuveen Investments May 2011 - August 2013
State Street January 2009 - May 2011
Kentucky World Trade Center September 2008 - December 2008
Alaska Trade Office, Taipei World Trade Center May 2008 - June 2008
US Army January 2002 - January 2004
Skills
Trading, Fixed Income, Bloomberg, FX Options, Equities, Options, Securities, Bonds, Middle Office, Commodity, Settlement, Financial Services, Management, Analysis, Swaps
Education
UCLA 2012 — 2013
Certificate, Applications Programming Certificate
University of Louisville
BS, Business Management and Entrepreneurship
Sam Dechtman's Nuveen Investments Experience May 2015 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 2015 - Present
Nuveen Investments June 2014 - April 2015
Envestnet, Inc June 2013 - August 2013
Chasers Bar & Grille May 2012 - August 2012
Jay's Valet Parking, Luxury Transportation and Pedicab Services June 2011 - September 2011
Skills
Marketing, Leadership, Finance, Team Leadership, Microsoft Office, Time Management, Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Competitive Analysis
Education
University of Wisconsin-Madison 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing; Risk Management & Insurance
University of Wisconsin-Madison - School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Marketing; Risk Management & Insurance
Universitat Pompeu Fabra 2013 — 2013
Bachelor of Business Administration (B.B.A.), International Marketing
Nuveen Investments May 2015 - Present
Nuveen Investments June 2014 - April 2015
Envestnet, Inc June 2013 - August 2013
Chasers Bar & Grille May 2012 - August 2012
Jay's Valet Parking, Luxury Transportation and Pedicab Services June 2011 - September 2011
Skills
Marketing, Leadership, Finance, Team Leadership, Microsoft Office, Time Management, Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Competitive Analysis
Education
University of Wisconsin-Madison 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing; Risk Management & Insurance
University of Wisconsin-Madison - School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Marketing; Risk Management & Insurance
Universitat Pompeu Fabra 2013 — 2013
Bachelor of Business Administration (B.B.A.), International Marketing
Allison Wiegand's Nuveen Investments Experience February 2015 - Present
Job
Industry Financial Services
Experience
Nuveen Investments February 2015 - Present
Nuveen Investments August 2013 - January 2015
Nuveen Investments March 2010 - August 2013
DeVry University June 2009 - March 2010
CH Robinson February 2005 - February 2009
Skills
Marketing, Sales, Employee Benefits, Cold Calling, Advertising, Series 7, Mutual Funds, Uniform Combined State..., Sales Operations, Onboarding, Project Planning, Series 66, Equities, Investments, Recruiting, CRM, Social Media, Microsoft Excel, Sales Presentations, Social Networking, Leadership, Training, Morningstar, Municipal Bonds, closed end funds, Financial Markets, Client Education, Client Relations Skills
Education
The University of Kansas 2000 — 2004
Bachelor of Science, Journalism Strategic Communications
The University of Kansas- William Allen White School of Journalism 2000 — 2004
B.S, Journalism
Nuveen Investments February 2015 - Present
Nuveen Investments August 2013 - January 2015
Nuveen Investments March 2010 - August 2013
DeVry University June 2009 - March 2010
CH Robinson February 2005 - February 2009
Skills
Marketing, Sales, Employee Benefits, Cold Calling, Advertising, Series 7, Mutual Funds, Uniform Combined State..., Sales Operations, Onboarding, Project Planning, Series 66, Equities, Investments, Recruiting, CRM, Social Media, Microsoft Excel, Sales Presentations, Social Networking, Leadership, Training, Morningstar, Municipal Bonds, closed end funds, Financial Markets, Client Education, Client Relations Skills
Education
The University of Kansas 2000 — 2004
Bachelor of Science, Journalism Strategic Communications
The University of Kansas- William Allen White School of Journalism 2000 — 2004
B.S, Journalism
Matthew Donlan's Nuveen Investments Experience June 2013 - August 2013
Job Financial Services Office Assurance Staff at EY
Industry Financial Services
Experience
EY August 2014 - Present
Forward Edge June 2010 - August 2014
Nuveen Investments June 2013 - August 2013
Nuveen Investments June 2012 - August 2012
Skills
Leadership, Microsoft Excel, Financial Statements, Data Analysis, Presentations, Analysis, Budgets, Higher Education, SharePoint, Variance Analysis, Morningstar Direct, UCITS, IT Project..., Educational Technology, Inventory Management, ConnectWise, US GAAP, Public Speaking, Finance, Management
Education
University of Cincinnati 2010 — 2014
Bachelor's Degree, Accounting, Magna Cum Laude
St. Xavier High School 2005 — 2009
EY August 2014 - Present
Forward Edge June 2010 - August 2014
Nuveen Investments June 2013 - August 2013
Nuveen Investments June 2012 - August 2012
Skills
Leadership, Microsoft Excel, Financial Statements, Data Analysis, Presentations, Analysis, Budgets, Higher Education, SharePoint, Variance Analysis, Morningstar Direct, UCITS, IT Project..., Educational Technology, Inventory Management, ConnectWise, US GAAP, Public Speaking, Finance, Management
Education
University of Cincinnati 2010 — 2014
Bachelor's Degree, Accounting, Magna Cum Laude
St. Xavier High School 2005 — 2009
David Kuenzi David Kuenzi's Nuveen Investments Experience May 1996 - October 2003
Job Partner and Managing Director, Risk Management and Quantitative Research at Aurora Investment Management
Industry Investment Management
Experience
Aurora Investment Management May 2009 - Present
Man Investments November 2003 - December 2008
Nuveen Investments May 1996 - October 2003
Perritt Capital Management January 1994 - October 1995
Grand Valley State University August 1991 - December 1993
Vanguard Capital May 1990 - July 1991
Education
The University of Chicago 2001 — 2004
MS, Financial Mathematics
The University of Chicago Booth School of Business 1999 — 2001
MBA, Analytic Finance and International Business
University of Iowa 1988 — 1990
MFA
Western Michigan University 1983 — 1988
BA
Aurora Investment Management May 2009 - Present
Man Investments November 2003 - December 2008
Nuveen Investments May 1996 - October 2003
Perritt Capital Management January 1994 - October 1995
Grand Valley State University August 1991 - December 1993
Vanguard Capital May 1990 - July 1991
Education
The University of Chicago 2001 — 2004
MS, Financial Mathematics
The University of Chicago Booth School of Business 1999 — 2001
MBA, Analytic Finance and International Business
University of Iowa 1988 — 1990
MFA
Western Michigan University 1983 — 1988
BA
Cristina Doria Cristina Doria's Nuveen Investments Experience 1999 - 2006
Job Investment Compliance Supervisor at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price February 2012 - Present
Nuveen Investments 1999 - 2006
Tuff Management Co March 1997 - December 1998
Clark Capital Management Group June 1996 - March 1997
Mellon Trust/The Boston Company August 1995 - May 1996
Education
Tufts University 1994 — 1995
Bachelor of Arts, Economics & International Relations
T. Rowe Price February 2012 - Present
Nuveen Investments 1999 - 2006
Tuff Management Co March 1997 - December 1998
Clark Capital Management Group June 1996 - March 1997
Mellon Trust/The Boston Company August 1995 - May 1996
Education
Tufts University 1994 — 1995
Bachelor of Arts, Economics & International Relations
Scott A. Draper Scott A. Draper's Nuveen Investments Experience October 2003 - March 2014
Job Partner & Director of Marketing at Algert Global LLC
Industry Financial Services
Experience
Algert Global LLC March 2014 - Present
Nuveen Investments October 2003 - March 2014
J.P. Morgan Asset Management 1999 - 2003
BNY Mellon 1995 - 1998
Bank of America 1991 - 1995
Skills
Alternative Investments, Asset Management, Asset Allocation, Management, Investment Strategies, Private Equity, Institutional..., Series 7, Financial Modeling, Marketing, Equities, Institutional Sales, Mutual Funds, Fund Of Funds, FINRA, Capital Markets, Securities, Series 63, Institutional, Wealth Management, Financial Services, Derivatives, Fixed Income, Portfolio Management, Investment Advisory, Bloomberg, Valuation
Education
University of California, Santa Barbara 1983 — 1987
BA, Business \ Economics, Psychology
Algert Global LLC March 2014 - Present
Nuveen Investments October 2003 - March 2014
J.P. Morgan Asset Management 1999 - 2003
BNY Mellon 1995 - 1998
Bank of America 1991 - 1995
Skills
Alternative Investments, Asset Management, Asset Allocation, Management, Investment Strategies, Private Equity, Institutional..., Series 7, Financial Modeling, Marketing, Equities, Institutional Sales, Mutual Funds, Fund Of Funds, FINRA, Capital Markets, Securities, Series 63, Institutional, Wealth Management, Financial Services, Derivatives, Fixed Income, Portfolio Management, Investment Advisory, Bloomberg, Valuation
Education
University of California, Santa Barbara 1983 — 1987
BA, Business \ Economics, Psychology
Jenna Logoluso Jenna Logoluso's Nuveen Investments Experience January 2010 - May 2010
Job Litigation Associate at Winston & Strawn LLP
Industry Law Practice
Experience
Winston & Strawn LLP June 2010 - Present
Nuveen Investments January 2010 - May 2010
Winston & Strawn LLP May 2008 - August 2008
Federal District Court, Central District of California June 2007 - August 2007
Skills
Litigation, Intellectual Property, Hearings, Trade Secrets, Trial Practice, Legal Writing, Legal Research, Class Actions, Civil Litigation, Corporate Law, Appeals, Patent Litigation, Commercial Litigation, Employment Law, Westlaw
Education
University of California, Hastings College of the Law 2006 — 2009
J.D.
Vanderbilt University 2002 — 2006
B.A., History (Honors), Psychology
Marlborough School 1996 — 2002
High School Diploma
Winston & Strawn LLP June 2010 - Present
Nuveen Investments January 2010 - May 2010
Winston & Strawn LLP May 2008 - August 2008
Federal District Court, Central District of California June 2007 - August 2007
Skills
Litigation, Intellectual Property, Hearings, Trade Secrets, Trial Practice, Legal Writing, Legal Research, Class Actions, Civil Litigation, Corporate Law, Appeals, Patent Litigation, Commercial Litigation, Employment Law, Westlaw
Education
University of California, Hastings College of the Law 2006 — 2009
J.D.
Vanderbilt University 2002 — 2006
B.A., History (Honors), Psychology
Marlborough School 1996 — 2002
High School Diploma
Robert Newell Robert Newell's Nuveen Investments Experience September 2008 - December 2010
Job Sr. Developer at Farm Credit Bank of Texas
Industry Computer Software
Experience
Farm Credit Bank of Texas July 2014 - October 2014
Paymetric, Inc. October 2011 - March 2014
Nuveen Investments September 2008 - December 2010
Investment Technology Group, Inc. March 2002 - January 2007
Universal Network Exchange (UNX) November 2000 - October 2001
Teledyne February 1998 - September 2000
Reuters America September 1998 - June 1999
Skills
C#, .NET, SSIS, C++, XML, Embedded Systems, Multithreading, Databases, Web Services, Microsoft SQL Server, WCF, Unix, VB.NET, Java, SQL, ASP.NET, OOP, Distributed Systems, SOAP, SSRS, Software Development, WPF, LINQ, Agile Methodologies
Education
University of California, Riverside
Bachelors, Computer Science
Farm Credit Bank of Texas July 2014 - October 2014
Paymetric, Inc. October 2011 - March 2014
Nuveen Investments September 2008 - December 2010
Investment Technology Group, Inc. March 2002 - January 2007
Universal Network Exchange (UNX) November 2000 - October 2001
Teledyne February 1998 - September 2000
Reuters America September 1998 - June 1999
Skills
C#, .NET, SSIS, C++, XML, Embedded Systems, Multithreading, Databases, Web Services, Microsoft SQL Server, WCF, Unix, VB.NET, Java, SQL, ASP.NET, OOP, Distributed Systems, SOAP, SSRS, Software Development, WPF, LINQ, Agile Methodologies
Education
University of California, Riverside
Bachelors, Computer Science
Gregory Robitshek, CFA's Nuveen Investments Experience September 2007 - March 2011
Job Vice President Trader/Analyst at NWQ Investment Mangement/Nuveen Investments
Industry Investment Management
Experience
NWQ Investment Mangement/Nuveen Investments March 2011 - Present
Nuveen Investments September 2007 - March 2011
City National Asset Management April 2006 - August 2007
US Trust November 2004 - January 2006
Banc of America Capital Management July 2003 - November 2004
Banc of America Capital Management May 2000 - June 2003
Milken Institute May 1998 - May 2000
Skills
Fixed Income, Portfolio Management, Bonds, Financial Analysis, Trading, Credit Analysis, Economics, High Yield, Equities, Investment Management, Strategy, Analysis, Investment Strategies, Financial Modeling, Relationship Management, Quantitative Analytics, Equity Research, Hedging, Competitive Analysis, Derivatives
Education
UCLA Anderson School of Management 2003 — 2006
MBA
Washington University in St. Louis 1994 — 1998
BA
NWQ Investment Mangement/Nuveen Investments March 2011 - Present
Nuveen Investments September 2007 - March 2011
City National Asset Management April 2006 - August 2007
US Trust November 2004 - January 2006
Banc of America Capital Management July 2003 - November 2004
Banc of America Capital Management May 2000 - June 2003
Milken Institute May 1998 - May 2000
Skills
Fixed Income, Portfolio Management, Bonds, Financial Analysis, Trading, Credit Analysis, Economics, High Yield, Equities, Investment Management, Strategy, Analysis, Investment Strategies, Financial Modeling, Relationship Management, Quantitative Analytics, Equity Research, Hedging, Competitive Analysis, Derivatives
Education
UCLA Anderson School of Management 2003 — 2006
MBA
Washington University in St. Louis 1994 — 1998
BA
Sinan Barkho's Nuveen Investments Experience February 2008 - March 2012
Job Sr Technical Data Analyst at Intuit
Industry Information Technology and Services
Experience
Intuit September 2014 - Present
Union Bank January 2013 - July 2014
First Allied Securities March 2012 - December 2012
Nuveen Investments February 2008 - March 2012
Bank Of America August 2006 - February 2008
Softagon September 2004 - August 2006
Tradar August 2002 - August 2004
Commerce One June 2001 - September 2001
Noosh December 1999 - February 2001
Skills
Business Analysis, SQL, SDLC, Microsoft SQL Server, Visio, Software Project..., Software Development, Requirements Analysis, C#, Requirements Gathering, Databases, Database Design, Business Intelligence, Process Improvement, Agile Methodologies, Project Management, Data Analysis, hadoop, Predictive Analytics, Predictive Modeling, Big Data, SQL Server, SSIS, SSRS, T-SQL, .NET, Documentation, Testing, Programming, Application Development, Analysis, Hedge Funds, Financial Analysis, Portfolio Management, Problem Solving, Business Requirements, Agile, Data Warehousing, Business Process..., Data Modeling, Gap Analysis, Business Process, Systems Analysis, Project Planning, Waterfall, User Acceptance Testing, Agile Project Management, Functional..., Integration, ETL
Education
University of California, Berkeley 1994 — 1998
B.A. Economics, Economics
UC Irvine, Extension 2013 — 2013
Certificate in Predictive Analytics, (In Progress)
Intuit September 2014 - Present
Union Bank January 2013 - July 2014
First Allied Securities March 2012 - December 2012
Nuveen Investments February 2008 - March 2012
Bank Of America August 2006 - February 2008
Softagon September 2004 - August 2006
Tradar August 2002 - August 2004
Commerce One June 2001 - September 2001
Noosh December 1999 - February 2001
Skills
Business Analysis, SQL, SDLC, Microsoft SQL Server, Visio, Software Project..., Software Development, Requirements Analysis, C#, Requirements Gathering, Databases, Database Design, Business Intelligence, Process Improvement, Agile Methodologies, Project Management, Data Analysis, hadoop, Predictive Analytics, Predictive Modeling, Big Data, SQL Server, SSIS, SSRS, T-SQL, .NET, Documentation, Testing, Programming, Application Development, Analysis, Hedge Funds, Financial Analysis, Portfolio Management, Problem Solving, Business Requirements, Agile, Data Warehousing, Business Process..., Data Modeling, Gap Analysis, Business Process, Systems Analysis, Project Planning, Waterfall, User Acceptance Testing, Agile Project Management, Functional..., Integration, ETL
Education
University of California, Berkeley 1994 — 1998
B.A. Economics, Economics
UC Irvine, Extension 2013 — 2013
Certificate in Predictive Analytics, (In Progress)
Ben Farol's Nuveen Investments Experience November 2010 - February 2013
Job at Causeway Capital
Industry Financial Services
Experience
Causeway Capital Management LLC February 2013 - Present
Nuveen Investments November 2010 - February 2013
Nuveen Investments February 2009 - January 2011
Nuveen Investments March 2007 - January 2009
Integrated Decision Systems, Inc. 2000 - 2005
Integrated Decisions Systems 1996 - 2000
Integrated Decisions System 1992 - 1995
Skills
SQL, SDLC, Business Analysis, Agile Methodologies, Microsoft SQL Server, Requirements Analysis, C#, XML, Project Management, SSIS, SSRS, Software Development
Education
University of California, Los Angeles 1986 — 1990
Causeway Capital Management LLC February 2013 - Present
Nuveen Investments November 2010 - February 2013
Nuveen Investments February 2009 - January 2011
Nuveen Investments March 2007 - January 2009
Integrated Decision Systems, Inc. 2000 - 2005
Integrated Decisions Systems 1996 - 2000
Integrated Decisions System 1992 - 1995
Skills
SQL, SDLC, Business Analysis, Agile Methodologies, Microsoft SQL Server, Requirements Analysis, C#, XML, Project Management, SSIS, SSRS, Software Development
Education
University of California, Los Angeles 1986 — 1990
Maxwell Weigandt's Nuveen Investments Experience April 2011 - Present
Job VP at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 2011 - Present
Invesco 2013 - 2014
Quantitative Risk Management 2006 - March 2010
Georgia Central Credit Union 2002 - 2006
Skills
Market Risk, Risk Management, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Finance, Equities, Bloomberg, Investments, Valuation
Education
The University of Georgia 1997 — 2001
Finance, Finance
University of Georgia - Terry College of Business 1997 — 2001
Nuveen Investments April 2011 - Present
Invesco 2013 - 2014
Quantitative Risk Management 2006 - March 2010
Georgia Central Credit Union 2002 - 2006
Skills
Market Risk, Risk Management, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Finance, Equities, Bloomberg, Investments, Valuation
Education
The University of Georgia 1997 — 2001
Finance, Finance
University of Georgia - Terry College of Business 1997 — 2001
Noah Stadden's Nuveen Investments Experience March 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Nuveen Investments March 2011 - Present
Nuveen Investments August 2007 - March 2011
Century Securities December 2006 - May 2007
Education
University of Dayton 2003 — 2007
Bachelor of Science (BS), Finance, General
Nuveen Investments March 2011 - Present
Nuveen Investments August 2007 - March 2011
Century Securities December 2006 - May 2007
Education
University of Dayton 2003 — 2007
Bachelor of Science (BS), Finance, General
Clay Trotter's Nuveen Investments Experience January 1993 - February 1994
Job Market Maker at E*Trade
Industry Financial Services
Experience
E*Trade, G1 Executions, Susquehanna International Group, LLP April 1994 - December 2014
Nuveen Investments January 1993 - February 1994
Skills
Options, Series 7, Series 63, Microsoft Excel, FINRA, Derivatives, Financial Markets, Financial Services, Portfolio Management, Securities, Trading, Trading Systems
Education
The University of Kansas 1987 — 1991
Business
American School of Mexico City 1984 — 1987
E*Trade, G1 Executions, Susquehanna International Group, LLP April 1994 - December 2014
Nuveen Investments January 1993 - February 1994
Skills
Options, Series 7, Series 63, Microsoft Excel, FINRA, Derivatives, Financial Markets, Financial Services, Portfolio Management, Securities, Trading, Trading Systems
Education
The University of Kansas 1987 — 1991
Business
American School of Mexico City 1984 — 1987
Michael Sindici, CFA's Nuveen Investments Experience November 2010 - April 2014
Job Senior Vice President at Aristotle Capital Management, LLC
Industry Financial Services
Experience
Aristotle Capital Management, LLC April 2014 - Present
Nuveen Investments November 2010 - April 2014
Lazard Asset Management January 2010 - November 2010
Nuveen Investments August 2005 - January 2010
Federal Bureau of Investigation August 2004 - August 2005
TCW Investment Management Company July 1999 - August 2004
Skills
Asset Allocation, asset management, Investment Management, Fixed Income, Investment Advisory, Sales, Sales Management, Mutual Funds, Separately Managed..., Asset Managment, Alternative Investments, Hedge Funds
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance, International Business, Economics
University of Michigan 1994 — 1998
BA, Economics
Aristotle Capital Management, LLC April 2014 - Present
Nuveen Investments November 2010 - April 2014
Lazard Asset Management January 2010 - November 2010
Nuveen Investments August 2005 - January 2010
Federal Bureau of Investigation August 2004 - August 2005
TCW Investment Management Company July 1999 - August 2004
Skills
Asset Allocation, asset management, Investment Management, Fixed Income, Investment Advisory, Sales, Sales Management, Mutual Funds, Separately Managed..., Asset Managment, Alternative Investments, Hedge Funds
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance, International Business, Economics
University of Michigan 1994 — 1998
BA, Economics
Dan Zaldivar's Nuveen Investments Experience 1982 - 1989
Job Portfolio Manager/Corporate Bonds
Industry Financial Services
Experience
Mercantil Commercebank Investment Services 2014 - Present
Allstate 2011 - 2013
Allstate 2006 - 2011
RBC Dain Rauscher 2001 - 2006
The Chicago Trust Company 1993 - 2001
John Deere 1990 - 1993
Nuveen Investments 1982 - 1989
Skills
Bonds, Investments, Investment Management, Fixed Income, Capital Markets, Financial Analysis, Portfolio Management, Strategy, Credit Analysis, Asset Management, Mutual Funds, High Yield, Securities, Alternative Investments, Series 7
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
The University of Chicago 1978 — 1981
AB, Economics
Mercantil Commercebank Investment Services 2014 - Present
Allstate 2011 - 2013
Allstate 2006 - 2011
RBC Dain Rauscher 2001 - 2006
The Chicago Trust Company 1993 - 2001
John Deere 1990 - 1993
Nuveen Investments 1982 - 1989
Skills
Bonds, Investments, Investment Management, Fixed Income, Capital Markets, Financial Analysis, Portfolio Management, Strategy, Credit Analysis, Asset Management, Mutual Funds, High Yield, Securities, Alternative Investments, Series 7
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
The University of Chicago 1978 — 1981
AB, Economics
Patti Huber's Nuveen Investments Experience January 2011 - Present
Job EMarketing Project Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
First American Funds September 2008 - December 2010
RiverSource Investments, LLC January 2007 - September 2008
Ameriprise Financial April 2005 - January 2007
American Express November 2002 - April 2005
American Express August 2000 - October 2002
Amazon.com October 1999 - August 2000
Amazon.com 1997 - 1999
Skills
Marketing, Marketing Strategy, Series 7, 401k
Education
The University of North Dakota 1994 — 1999
Nuveen Investments January 2011 - Present
First American Funds September 2008 - December 2010
RiverSource Investments, LLC January 2007 - September 2008
Ameriprise Financial April 2005 - January 2007
American Express November 2002 - April 2005
American Express August 2000 - October 2002
Amazon.com October 1999 - August 2000
Amazon.com 1997 - 1999
Skills
Marketing, Marketing Strategy, Series 7, 401k
Education
The University of North Dakota 1994 — 1999
Colin Brooklier, CMFC's Nuveen Investments Experience August 2008 - Present
Job AVP, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2008 - Present
Managers Investment Group June 2007 - June 2008
Robbins Trading Company November 2004 - June 2007
Education
University of Colorado at Boulder 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Nuveen Investments August 2008 - Present
Managers Investment Group June 2007 - June 2008
Robbins Trading Company November 2004 - June 2007
Education
University of Colorado at Boulder 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Daniel Harris's Nuveen Investments Experience June 2004 - September 2006
Job Head of Research at Aurora Investment Management
Industry Investment Management
Experience
Aurora Investment Management April 2010 - Present
Amundi Alternative Investments August 2007 - April 2010
Northern Trust Global Investments September 2006 - August 2007
Nuveen Investments June 2004 - September 2006
Cambridge Associates LLC September 2000 - June 2004
Skills
Alternative Investments, Asset Management, Bloomberg, Corporate Finance, Equities, Financial Modeling, Fixed Income, Fund Of Funds, Hedge Funds, Investment Management, Investments, Mutual Funds, Securities, Strategy
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytical Finance and Economics
Wake Forest University 1996 — 2000
BS, Analytical Finance
Aurora Investment Management April 2010 - Present
Amundi Alternative Investments August 2007 - April 2010
Northern Trust Global Investments September 2006 - August 2007
Nuveen Investments June 2004 - September 2006
Cambridge Associates LLC September 2000 - June 2004
Skills
Alternative Investments, Asset Management, Bloomberg, Corporate Finance, Equities, Financial Modeling, Fixed Income, Fund Of Funds, Hedge Funds, Investment Management, Investments, Mutual Funds, Securities, Strategy
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytical Finance and Economics
Wake Forest University 1996 — 2000
BS, Analytical Finance
Andrea Geiger's Nuveen Investments Experience 1998 - 2000
Job Student at National College of Natural Medicine
Industry Environmental Services
Experience
National College of Natural Medicine July 2011 - Present
Coastal States Organization January 2008 - July 2011
Nuveen Investments 1998 - 2000
Skills
Grant Writing, Negotiation, Community Outreach, Non-profits, Public Speaking
Education
University of Delaware 2000 — 2002
Masters, Marine Policy
University of Michigan 1992 — 1996
Bachelor of Arts (B.A.), Economics
National College of Natural Medicine July 2011 - Present
Coastal States Organization January 2008 - July 2011
Nuveen Investments 1998 - 2000
Skills
Grant Writing, Negotiation, Community Outreach, Non-profits, Public Speaking
Education
University of Delaware 2000 — 2002
Masters, Marine Policy
University of Michigan 1992 — 1996
Bachelor of Arts (B.A.), Economics
Wayne Du's Nuveen Investments Experience March 2015 - Present
Job Customer Analytics Senior Analyst at Nuveen Investments
Industry Information Technology and Services
Experience
Nuveen Investments March 2015 - Present
Emnos September 2013 - March 2015
Union Bank December 2012 - June 2013
Macy's June 2012 - December 2012
Electronic Arts November 2011 - April 2012
MSCI Inc. December 2007 - November 2011
California Pacific Bank June 2007 - November 2007
Ajilon Finance Solutions May 2007 - May 2007
Skills
Data Extraction, Data Analysis, SAS/SQL, SAS, Analytics, R, SQL, Data Mining, Hive, Linux
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts, Economics and Applied Mathematics
Nuveen Investments March 2015 - Present
Emnos September 2013 - March 2015
Union Bank December 2012 - June 2013
Macy's June 2012 - December 2012
Electronic Arts November 2011 - April 2012
MSCI Inc. December 2007 - November 2011
California Pacific Bank June 2007 - November 2007
Ajilon Finance Solutions May 2007 - May 2007
Skills
Data Extraction, Data Analysis, SAS/SQL, SAS, Analytics, R, SQL, Data Mining, Hive, Linux
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts, Economics and Applied Mathematics
Kevin Moffitt's Nuveen Investments Experience November 2007 - December 2008
Job EVP Chief Risk Officer at First Midwest Bank
Industry Banking
Experience
First Midwest Bank April 2009 - Present
Nuveen Investments November 2007 - December 2008
ABN AMRO / LaSalle Bank 1996 - 2007
First Chicago December 1992 - November 1996
Skills
Compliance, Risk Management, Internal Audit, Operational Risk..., Enterprise Risk..., Auditing, Risk Assessment, Banking, Capital Markets, Financial Risk, Financial Services, Derivatives, Investments, Management, Operational Risk, Loans
Education
The University of Chicago Booth School of Business 1986 — 1989
MBA, Finance; International Business
University of Notre Dame 1978 — 1982
BBA, Accountancy
First Midwest Bank April 2009 - Present
Nuveen Investments November 2007 - December 2008
ABN AMRO / LaSalle Bank 1996 - 2007
First Chicago December 1992 - November 1996
Skills
Compliance, Risk Management, Internal Audit, Operational Risk..., Enterprise Risk..., Auditing, Risk Assessment, Banking, Capital Markets, Financial Risk, Financial Services, Derivatives, Investments, Management, Operational Risk, Loans
Education
The University of Chicago Booth School of Business 1986 — 1989
MBA, Finance; International Business
University of Notre Dame 1978 — 1982
BBA, Accountancy
Sarah Rock's Nuveen Investments Experience April 2010 - March 2011
Job Project Manager at Fountainhead Homes/Westside Housing
Industry Internet
Experience
Fountainhead Homes/Westside Housing May 2015 - Present
Seedling USA, Inc. October 2014 - May 2015
Moonfrye Inc. September 2013 - October 2014
City Grid Media - IAC March 2012 - September 2013
Kayne Anderson Capital Advisors April 2011 - February 2012
Nuveen Investments April 2010 - March 2011
Nuveen Investments February 2008 - March 2011
Mortgage IT March 2007 - October 2007
WMC Mortgage September 2004 - March 2007
Skills
Microsoft Office, Management, Strategy, Customer Service, Sales, Leadership, Negotiation, Training, CRM, Product Development, Direct Marketing, Underwriting, Loans, Microsoft Excel, Marketing, Analysis, Human Resources, Multitasker, Organizing, Outlook, Project Planning, Business Planning, Investments, Due Diligence, Selling, Business Development, Account Management, PowerPoint, Office Management, Time Management, Customer Relations
Education
University of Arizona 1999 — 2003
Bachelor of Arts, Psychology
University of Arizona 1999 — 2003
Bachelor of Arts (BA), Psychology
Fountainhead Homes/Westside Housing May 2015 - Present
Seedling USA, Inc. October 2014 - May 2015
Moonfrye Inc. September 2013 - October 2014
City Grid Media - IAC March 2012 - September 2013
Kayne Anderson Capital Advisors April 2011 - February 2012
Nuveen Investments April 2010 - March 2011
Nuveen Investments February 2008 - March 2011
Mortgage IT March 2007 - October 2007
WMC Mortgage September 2004 - March 2007
Skills
Microsoft Office, Management, Strategy, Customer Service, Sales, Leadership, Negotiation, Training, CRM, Product Development, Direct Marketing, Underwriting, Loans, Microsoft Excel, Marketing, Analysis, Human Resources, Multitasker, Organizing, Outlook, Project Planning, Business Planning, Investments, Due Diligence, Selling, Business Development, Account Management, PowerPoint, Office Management, Time Management, Customer Relations
Education
University of Arizona 1999 — 2003
Bachelor of Arts, Psychology
University of Arizona 1999 — 2003
Bachelor of Arts (BA), Psychology
Frank Novelli's Nuveen Investments Experience July 2014 - Present
Job at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2014 - Present
TradeStation June 2008 - June 2014
Union Fidelity Mortgage November 2006 - April 2008
Countrywide Home Loans June 2003 - November 2006
Skills
Sales, Relationship Management, Referral Networking, Investments, Stocks, Futures, Forex, Mortgage Lending, Refinance, Portfolio Management, Banking, Strategy, Financial Services, Marketing Strategy, Foreign Exchange
Education
University of Kansas 1998 — 2001
Bachelor of Arts (BA), Economics
Nuveen Investments July 2014 - Present
TradeStation June 2008 - June 2014
Union Fidelity Mortgage November 2006 - April 2008
Countrywide Home Loans June 2003 - November 2006
Skills
Sales, Relationship Management, Referral Networking, Investments, Stocks, Futures, Forex, Mortgage Lending, Refinance, Portfolio Management, Banking, Strategy, Financial Services, Marketing Strategy, Foreign Exchange
Education
University of Kansas 1998 — 2001
Bachelor of Arts (BA), Economics
Margie (Emerman) Alpert's Nuveen Investments Experience March 2008 - August 2008
Job Independent Events Manager
Industry Events Services
Experience
Independent Planner - Meetings & Events July 2014 - Present
The Beveridge Consulting Group / 4th Generation Systems January 2012 - July 2014
GetMeTheRightJob.com July 2011 - January 2012
Wealth Strategist Partners September 2009 - March 2011
Family Office Exchange, LLC September 2008 - September 2009
Nuveen Investments March 2008 - August 2008
University of Chicago Graduate School of Business October 2005 - March 2008
University of Chicago Gleacher Conference Center September 2003 - October 2005
French Connection March 2003 - September 2003
Skills
Event Management, Customer Relations, Microsoft Office, Public Speaking, Negotiation
Education
The University of Texas at Austin 1997 — 2001
BS, Retail Merchandising/Business Minor
Independent Planner - Meetings & Events July 2014 - Present
The Beveridge Consulting Group / 4th Generation Systems January 2012 - July 2014
GetMeTheRightJob.com July 2011 - January 2012
Wealth Strategist Partners September 2009 - March 2011
Family Office Exchange, LLC September 2008 - September 2009
Nuveen Investments March 2008 - August 2008
University of Chicago Graduate School of Business October 2005 - March 2008
University of Chicago Gleacher Conference Center September 2003 - October 2005
French Connection March 2003 - September 2003
Skills
Event Management, Customer Relations, Microsoft Office, Public Speaking, Negotiation
Education
The University of Texas at Austin 1997 — 2001
BS, Retail Merchandising/Business Minor
Bensen Loveless, CFA, FRM's Nuveen Investments Experience August 2011 - Present
Job VP Securities Valuation Team Leader
Industry Financial Services
Experience
Nuveen Investments August 2011 - Present
Nuveen Investments August 2008 - August 2011
Nuveen Investments July 2007 - August 2008
CTK Trading 2003 - 2007
Skills
Valuation, Fixed Income, Investments, Equities, Securities, Bloomberg, Analysis, Trading, Financial Modeling, Leadership, Pricing, Asset Management, Mutual Funds, Risk Management, Portfolio Management
Education
University of Denver 1998 — 2002
B.A., International Studies, Economics
Nuveen Investments August 2011 - Present
Nuveen Investments August 2008 - August 2011
Nuveen Investments July 2007 - August 2008
CTK Trading 2003 - 2007
Skills
Valuation, Fixed Income, Investments, Equities, Securities, Bloomberg, Analysis, Trading, Financial Modeling, Leadership, Pricing, Asset Management, Mutual Funds, Risk Management, Portfolio Management
Education
University of Denver 1998 — 2002
B.A., International Studies, Economics
Patty Sabo's Nuveen Investments Experience July 2011 - Present
Job Vice President, Guideline Compliance at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments July 2011 - Present
Hotchkis and Wiley Capital Management January 2010 - July 2011
Metropolitan West Asset Mgmt December 2007 - January 2010
Capital Group Companies 1998 - 2007
Skills
Mutual Funds, Equities, Securities, Series 7, Asset Management, Fixed Income, Portfolio Management, Hedge Funds, Bloomberg, Alternative Investments, Investments, Investment Management, Derivatives, Financial Services
Education
University of California, Los Angeles 1992 — 1997
Bachelor of Science, Psychobiology
Alemany
Nuveen Investments July 2011 - Present
Hotchkis and Wiley Capital Management January 2010 - July 2011
Metropolitan West Asset Mgmt December 2007 - January 2010
Capital Group Companies 1998 - 2007
Skills
Mutual Funds, Equities, Securities, Series 7, Asset Management, Fixed Income, Portfolio Management, Hedge Funds, Bloomberg, Alternative Investments, Investments, Investment Management, Derivatives, Financial Services
Education
University of California, Los Angeles 1992 — 1997
Bachelor of Science, Psychobiology
Alemany
Anthony Mayorkas's Nuveen Investments Experience March 2006 - October 2012
Job Regional Director, Western U.S. at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management November 2012 - Present
Nuveen Investments March 2006 - October 2012
Wilshire Associates 2004 - 2005
JP Morgan Private Bank/Asset Management 1998 - 2003
Goldman Sachs 1997 - 1997
Morningstar 1991 - 1993
Morningstar 1991 - 1993
Skills
Asset Management, Fixed Income, Investment Advisory, Alternative Investments, Securities, Capital Markets, Series 7, Uniform Combined State..., Hedge Funds
Education
The University of Chicago - Booth School of Business 1996 — 1998
Master of Business Administration (MBA), Economics and Finance
University of Chicago
Bachelor of Arts (BA), English Language and LIterature
AQR Capital Management November 2012 - Present
Nuveen Investments March 2006 - October 2012
Wilshire Associates 2004 - 2005
JP Morgan Private Bank/Asset Management 1998 - 2003
Goldman Sachs 1997 - 1997
Morningstar 1991 - 1993
Morningstar 1991 - 1993
Skills
Asset Management, Fixed Income, Investment Advisory, Alternative Investments, Securities, Capital Markets, Series 7, Uniform Combined State..., Hedge Funds
Education
The University of Chicago - Booth School of Business 1996 — 1998
Master of Business Administration (MBA), Economics and Finance
University of Chicago
Bachelor of Arts (BA), English Language and LIterature
Derek Sasveld's Nuveen Investments Experience August 2015 - Present
Job Managing Director, Head of MultiAsset Solutions at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments August 2015 - Present
Voya Investment Management 2012 - July 2015
Strategic Investment Group 2007 - 2012
UBS Global Asset Management 1998 - 2007
Ibbotson Associates 1993 - 1998
Skills
Asset Allocation, Portfolio Management, Investment Strategies, Asset Managment, Hedge Funds, Due Diligence, Fixed Income, Equities, Investments, Wealth Management, Alternative Investments, Bloomberg, Capital Markets, Asset Management, Investment Management
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Analytical Finance, International Economics
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Finance
Upper Canada College 1977 — 1988
Nuveen Investments August 2015 - Present
Voya Investment Management 2012 - July 2015
Strategic Investment Group 2007 - 2012
UBS Global Asset Management 1998 - 2007
Ibbotson Associates 1993 - 1998
Skills
Asset Allocation, Portfolio Management, Investment Strategies, Asset Managment, Hedge Funds, Due Diligence, Fixed Income, Equities, Investments, Wealth Management, Alternative Investments, Bloomberg, Capital Markets, Asset Management, Investment Management
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Analytical Finance, International Economics
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Finance
Upper Canada College 1977 — 1988
Lori Liu's Nuveen Investments Experience April 2008 - July 2008
Job Business Systems Manager at Matthews Asia
Industry Information Technology and Services
Experience
Matthews Asia July 2008 - Present
Nuveen Investments April 2008 - July 2008
Bank of Hawaii February 2006 - April 2008
Bank of Hawaii November 2001 - February 2006
Education
University of Hawaii - Shidler College of Business 1996 — 2000
BBA, MIS, International Business
Matthews Asia July 2008 - Present
Nuveen Investments April 2008 - July 2008
Bank of Hawaii February 2006 - April 2008
Bank of Hawaii November 2001 - February 2006
Education
University of Hawaii - Shidler College of Business 1996 — 2000
BBA, MIS, International Business
Charlie Talbot's Nuveen Investments Experience VP Corporate StrategyYum! Brands1998 - 2007
Job VP, Corporate Development, Planning and Strategy at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments VP Corporate StrategyYum! Brands1998 - 2007
Education
The University of Chicago Booth School of Business 1992 — 1994
Nuveen Investments VP Corporate StrategyYum! Brands1998 - 2007
Education
The University of Chicago Booth School of Business 1992 — 1994
Jill Jacobs-Baar's Nuveen Investments Experience 1996 - 2002
Job Director of Education at Invesco PowerShares Capital Management
Industry Financial Services
Experience
Invesco PowerShares Capital Management February 2011 - Present
Morningstar May 2002 - March 2011
Nuveen Investments 1996 - 2002
First Trust Advisors 1992 - 1995
First Trust Advisors 1992 - 1995
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA
University of Notre Dame
Finance & Public Policy
Invesco PowerShares Capital Management February 2011 - Present
Morningstar May 2002 - March 2011
Nuveen Investments 1996 - 2002
First Trust Advisors 1992 - 1995
First Trust Advisors 1992 - 1995
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA
University of Notre Dame
Finance & Public Policy
Maureen Florendo Harper's Nuveen Investments Experience August 2003 - June 2008
Job AVP, Manager Financial Planning and Analysis at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2003 - June 2008
Nuveen Investments August 2000 - July 2003
Comdisco November 1999 - August 2000
Comdisco February 1998 - October 1999
Comdisco February 1997 - January 1998
Kessler Orlean Silver October 1994 - January 1997
Education
University of California, Santa Barbara 1990 — 1994
Business Economics, Accounting
Nuveen Investments August 2003 - June 2008
Nuveen Investments August 2000 - July 2003
Comdisco November 1999 - August 2000
Comdisco February 1998 - October 1999
Comdisco February 1997 - January 1998
Kessler Orlean Silver October 1994 - January 1997
Education
University of California, Santa Barbara 1990 — 1994
Business Economics, Accounting
Thomas Bina, CFA's Nuveen Investments Experience March 2015 - Present
Job Assistant Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2015 - Present
Nuveen Investments June 2013 - Present
Nuveen Investments July 2008 - June 2013
Shay Assets Management, Inc. November 2005 - June 2008
Skills
FINRA, Mutual Funds, Compliance, Securities, Charles River IMS, SEC, 1940 Act, Investments, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., FX Derivatives, Microsoft Excel, Chartered Financial..., Valuation, Portia, Microsoft Project, Project Management, Equities, Trading, Options, Bloomberg
Education
University of Arizona, Eller College of Management 2002 — 2005
Bachelor of Business Administration (BBA), Economics, 3.7 GPA - Cum Laude
Sweet Home High School 1996 — 2000
HS Diploma
Nuveen Investments March 2015 - Present
Nuveen Investments June 2013 - Present
Nuveen Investments July 2008 - June 2013
Shay Assets Management, Inc. November 2005 - June 2008
Skills
FINRA, Mutual Funds, Compliance, Securities, Charles River IMS, SEC, 1940 Act, Investments, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., FX Derivatives, Microsoft Excel, Chartered Financial..., Valuation, Portia, Microsoft Project, Project Management, Equities, Trading, Options, Bloomberg
Education
University of Arizona, Eller College of Management 2002 — 2005
Bachelor of Business Administration (BBA), Economics, 3.7 GPA - Cum Laude
Sweet Home High School 1996 — 2000
HS Diploma
Jennifer Appelbaum's Nuveen Investments Experience 1999 - 2005
Job Vice President, Product Marketing at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management October 2005 - June 2010
Nuveen Investments 1999 - 2005
Rittenhouse Financial October 1995 - June 1999
Education
University of Delaware 1990 — 1995
University of Delaware 1990 — 1995
Envestnet Asset Management October 2005 - June 2010
Nuveen Investments 1999 - 2005
Rittenhouse Financial October 1995 - June 1999
Education
University of Delaware 1990 — 1995
University of Delaware 1990 — 1995
Joel Cherman's Nuveen Investments Experience May 1999 - Present
Job AVP, Product Management, at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 1999 - Present
T Rowe Price October 1988 - May 1999
Education
University of California, Los Angeles 1978 — 1983
Nuveen Investments May 1999 - Present
T Rowe Price October 1988 - May 1999
Education
University of California, Los Angeles 1978 — 1983
Robert Norton's Nuveen Investments Experience October 2002 - March 2013
Job Helping investment managers improve performance
Industry Investment Management
Experience
Portfolio Performance Partners April 2013 - Present
emortal.com September 2013 - Present
Logan Capital Management, Inc. September 2014 - September 2015
Nuveen Investments October 2002 - March 2013
Delaware Investments June 1985 - July 2002
Skills
Asset Management, Equities, Portfolio Management, Investments, Mutual Funds, Investment Strategies, Asset Allocation, Equity Research, Separately Managed..., Investment Advisory, Quantitative Research, Product Development, Product Management, Asset Managment, Financial Modeling, Trading Systems, Portfolio Optimization, Investment Banking, Alternative Investments, Equity Valuation, Due Diligence, Fixed Income, Risk Management, Hedge Funds, Securities, Wealth Management, ETFs, Series 7, Quantitative Analytics
Education
Union College 1978 — 1982
BA, Economics
Portfolio Performance Partners April 2013 - Present
emortal.com September 2013 - Present
Logan Capital Management, Inc. September 2014 - September 2015
Nuveen Investments October 2002 - March 2013
Delaware Investments June 1985 - July 2002
Skills
Asset Management, Equities, Portfolio Management, Investments, Mutual Funds, Investment Strategies, Asset Allocation, Equity Research, Separately Managed..., Investment Advisory, Quantitative Research, Product Development, Product Management, Asset Managment, Financial Modeling, Trading Systems, Portfolio Optimization, Investment Banking, Alternative Investments, Equity Valuation, Due Diligence, Fixed Income, Risk Management, Hedge Funds, Securities, Wealth Management, ETFs, Series 7, Quantitative Analytics
Education
Union College 1978 — 1982
BA, Economics
Tim Wei's Nuveen Investments Experience August 2007 - January 2008
Job Real estate investor, developer
Industry Real Estate
Experience
TCY Investment, LLC 2013 - Present
NSBN LLP February 2008 - July 2013
Nuveen Investments August 2007 - January 2008
Education
University of California, Los Angeles 2005 — 2007
Undergrad, Economics, Accounting
suianbo
suianbo
TCY Investment, LLC 2013 - Present
NSBN LLP February 2008 - July 2013
Nuveen Investments August 2007 - January 2008
Education
University of California, Los Angeles 2005 — 2007
Undergrad, Economics, Accounting
suianbo
suianbo
Katherine Volin's Nuveen Investments Experience February 2013 - Present
Job Strategic Content Marketing Associate, Corporate Marketing at Nuveen Investments
Industry Writing and Editing
Experience
Nuveen Investments February 2013 - Present
Freelance 2003 - February 2013
Freelance August 2010 - February 2013
Chicago Botanic Garden May 2009 - February 2013
The Washington Blade October 2006 - June 2008
The Washington Blade July 2005 - October 2006
Truman State University Press January 2002 - January 2004
Skills
Social Media, Editorial, Teaching, Feature Articles, Non-profits, Editing, Public Speaking, Research, Event Planning, Program Development, Horticulture, Copy Editing, Newsletters, Proofreading, Facebook, Press Releases, Public Relations, Copywriting, News Writing, Marketing
Education
Truman State University
Bachelor of Arts, English; Philosophy/Religion minor
Nuveen Investments February 2013 - Present
Freelance 2003 - February 2013
Freelance August 2010 - February 2013
Chicago Botanic Garden May 2009 - February 2013
The Washington Blade October 2006 - June 2008
The Washington Blade July 2005 - October 2006
Truman State University Press January 2002 - January 2004
Skills
Social Media, Editorial, Teaching, Feature Articles, Non-profits, Editing, Public Speaking, Research, Event Planning, Program Development, Horticulture, Copy Editing, Newsletters, Proofreading, Facebook, Press Releases, Public Relations, Copywriting, News Writing, Marketing
Education
Truman State University
Bachelor of Arts, English; Philosophy/Religion minor
Eric Cibula's Nuveen Investments Experience Vice PresidentNuveen InvestmentsMay 1999 - Present
Job Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments Vice PresidentNuveen InvestmentsMay 1999 - Present
Education
University of Dayton 1993 — 1997
Nuveen Investments Vice PresidentNuveen InvestmentsMay 1999 - Present
Education
University of Dayton 1993 — 1997
William Meyers's Nuveen Investments Experience
Job Vice President at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments
Skills
Asset Management, Fixed Income, Series 7, Hedge Funds, Equities, Capital Markets, Mutual Funds, Separately Managed..., Wealth Management, Alternative Investments, Bonds, Investments
Education
The University of Chicago Booth School of Business 1996 — 1998
Nuveen Investments
Skills
Asset Management, Fixed Income, Series 7, Hedge Funds, Equities, Capital Markets, Mutual Funds, Separately Managed..., Wealth Management, Alternative Investments, Bonds, Investments
Education
The University of Chicago Booth School of Business 1996 — 1998
Christina Barren, CAIA's Nuveen Investments Experience March 2005 - April 2012
Job Senior Portfolio Manager at Westmount Asset Management
Industry Financial Services
Experience
Westmount Asset Management April 2015 - Present
Morgan Stanley Investment Management January 2014 - March 2015
Corbin Capital Partners April 2012 - December 2013
Nuveen Investments March 2005 - April 2012
Reed Conner & Birdwell 2004 - 2005
Wilshire Associates 2003 - 2004
Kayne Anderson Rudnick June 2002 - August 2002
Skills
Series 7, Investments, Hedge Funds, Alternative Investments, Institutional Sales, Fund Of Funds, Series 66, Institutional Investors, Equities, Financial Modeling, Mutual Funds, Bloomberg, Uniform Combined State..., Asset Management, Portfolio Management, Fixed Income, ETFs, Asset Allocation, Investment Strategies, Equity Research, Institutional..., Investment Management, Securities, Series 63, Trading, Capital Markets, Financial Markets, Investment Advisory, Wealth Management, Bonds, Separately Managed..., Derivatives, Series 24, Emerging Markets
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
B.S.
Westmount Asset Management April 2015 - Present
Morgan Stanley Investment Management January 2014 - March 2015
Corbin Capital Partners April 2012 - December 2013
Nuveen Investments March 2005 - April 2012
Reed Conner & Birdwell 2004 - 2005
Wilshire Associates 2003 - 2004
Kayne Anderson Rudnick June 2002 - August 2002
Skills
Series 7, Investments, Hedge Funds, Alternative Investments, Institutional Sales, Fund Of Funds, Series 66, Institutional Investors, Equities, Financial Modeling, Mutual Funds, Bloomberg, Uniform Combined State..., Asset Management, Portfolio Management, Fixed Income, ETFs, Asset Allocation, Investment Strategies, Equity Research, Institutional..., Investment Management, Securities, Series 63, Trading, Capital Markets, Financial Markets, Investment Advisory, Wealth Management, Bonds, Separately Managed..., Derivatives, Series 24, Emerging Markets
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
B.S.
Michael Forstl CIMA's Nuveen Investments Experience September 2006 - January 2009
Job Managing Director, Head of Intermediary Distribution at Morgan Creek Capital Management, LLC
Industry Financial Services
Experience
Morgan Creek Capital Management, LLC November 2014 - Present
Strategic Intro January 2013 - November 2014
ING Investment Management June 2009 - February 2013
Strategic Intro January 2009 - June 2009
Nuveen Investments September 2006 - January 2009
Nuveen Investments December 2001 - September 2006
Nuveen Investments January 1996 - January 2001
Nuveen Investments January 1991 - January 1996
Nuveen Investments January 1989 - January 1991
Security Pacific Bank September 1987 - January 1989
Skills
Asset Managment, Mutual Funds, Structured Products, Separately Managed..., Alternative Investments, ETFs, Hedge Funds, Series 24, Series 7, Relationship Management, Asset Management, Equities, Securities, Investment Management, Asset Allocation, Investment Strategies, Strategy, Fund Of Funds, Executive Management, Financial Services, Bonds, Wealth Management..., Investments
Education
The University of Georgia 1982 — 1985
BA, Economics
Morgan Creek Capital Management, LLC November 2014 - Present
Strategic Intro January 2013 - November 2014
ING Investment Management June 2009 - February 2013
Strategic Intro January 2009 - June 2009
Nuveen Investments September 2006 - January 2009
Nuveen Investments December 2001 - September 2006
Nuveen Investments January 1996 - January 2001
Nuveen Investments January 1991 - January 1996
Nuveen Investments January 1989 - January 1991
Security Pacific Bank September 1987 - January 1989
Skills
Asset Managment, Mutual Funds, Structured Products, Separately Managed..., Alternative Investments, ETFs, Hedge Funds, Series 24, Series 7, Relationship Management, Asset Management, Equities, Securities, Investment Management, Asset Allocation, Investment Strategies, Strategy, Fund Of Funds, Executive Management, Financial Services, Bonds, Wealth Management..., Investments
Education
The University of Georgia 1982 — 1985
BA, Economics
Kevin Sheehan's Nuveen Investments Experience July 1991 - October 1996
Job Managing Director at EnTrust Capital
Industry Investment Banking
Experience
EnTrust Capital Senior Vice PresidentFidelity InvestmentsJanuary 2007 - March 2008
GE Asset Management 1997 - 2006
Nuveen Investments July 1991 - October 1996
Education
University of Arizona 1987 — 1991
BS, Finance
EnTrust Capital Senior Vice PresidentFidelity InvestmentsJanuary 2007 - March 2008
GE Asset Management 1997 - 2006
Nuveen Investments July 1991 - October 1996
Education
University of Arizona 1987 — 1991
BS, Finance
Frances Potter CFP's Nuveen Investments Experience 1984 - 2008
Job Marketing/Communications Professional Specializing in Financial Services/Wealth Management
Industry Financial Services
Experience
Nuveen Investments 1984 - 2008
Education
Transylvania University
BA, Political Science and History
Nuveen Investments 1984 - 2008
Education
Transylvania University
BA, Political Science and History
Jeff Kuhl, CFA's Nuveen Investments Experience June 2014 - Present
Job Vice President at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments June 2014 - Present
Conversus Asset Management, LLC July 2007 - January 2013
Bank of America Capital Corporation December 2001 - July 2007
Arthur Andersen LLP July 1999 - December 2001
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Financial Analysis, DCF, Business Valuation, Financial Reporting, Industry Analysis, Fund Of Funds, Bloomberg, Portfolio Management, Investments, Economics, Asset Management, LBO, Competitive Analysis, Venture Capital, Mergers & Acquisitions, Finance, Alternative Investments, Capital Markets, Mutual Funds
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Strategic Management, Economics, Managerial & Organizational Behavior
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Finance
Nuveen Investments June 2014 - Present
Conversus Asset Management, LLC July 2007 - January 2013
Bank of America Capital Corporation December 2001 - July 2007
Arthur Andersen LLP July 1999 - December 2001
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Financial Analysis, DCF, Business Valuation, Financial Reporting, Industry Analysis, Fund Of Funds, Bloomberg, Portfolio Management, Investments, Economics, Asset Management, LBO, Competitive Analysis, Venture Capital, Mergers & Acquisitions, Finance, Alternative Investments, Capital Markets, Mutual Funds
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Strategic Management, Economics, Managerial & Organizational Behavior
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Finance
Joe Castro's Nuveen Investments Experience April 2013 - Present
Job Managing Director, Head of Compliance at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 2013 - Present
Nuveen Investments October 2011 - Present
Fidelity Investments 2009 - 2011
Fidelity Investments 2003 - 2009
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Citibank, N.A. 1989 - 1997
Paine Webber 1988 - 1989
Education
University of Denver 1982 — 1986
BSBA, Finance, General
Nuveen Investments April 2013 - Present
Nuveen Investments October 2011 - Present
Fidelity Investments 2009 - 2011
Fidelity Investments 2003 - 2009
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Citibank, N.A. 1989 - 1997
Paine Webber 1988 - 1989
Education
University of Denver 1982 — 1986
BSBA, Finance, General
Reid Anderson's Nuveen Investments Experience August 2014 - Present
Job Securities Valuation Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2014 - Present
Northern Trust November 2012 - August 2014
Northern Trust October 2011 - November 2012
Zimmerman Reed May 2008 - August 2010
Allianz Life May 2007 - August 2007
Allianz Life May 2006 - August 2006
Skills
Investments, Strategy, Mutual Funds, Finance, Microsoft Excel, Securities, Portfolio Management, CRM
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Wheaton College 2004 — 2008
BA, Business/Economics
Nuveen Investments August 2014 - Present
Northern Trust November 2012 - August 2014
Northern Trust October 2011 - November 2012
Zimmerman Reed May 2008 - August 2010
Allianz Life May 2007 - August 2007
Allianz Life May 2006 - August 2006
Skills
Investments, Strategy, Mutual Funds, Finance, Microsoft Excel, Securities, Portfolio Management, CRM
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Wheaton College 2004 — 2008
BA, Business/Economics
Michael Barraclough's Nuveen Investments Experience 2007 - 2012
Job Senior Consultant
Industry Financial Services
Experience
Toyota 2013 - Present
Nuveen Investments 2007 - 2012
Nuveen Investments 2006 - 2007
Claw, Inc. 2005 - 2007
Allianz Global Investors 1993 - 2005
Skills
Equities, Portfolio Management, Investments, Risk Management, Asset Managment, Securities, Hedge Funds, Derivatives, Financial Services, Trading, Series 7, Investment Management, Bloomberg, Asset Management, Mutual Funds, Requirements Gathering, Alternative Investments, Bonds, Back Office, Options, Portfolio Optimization, Security APL, Change Management, Wealth Management, Investment Strategies, Financial Modeling, Asset Allocation, Financial Analysis, Valuation, Equity Research, Business Analysis, BRD, Trading Systems, Separately Managed..., Charles River IMS, Project Management, Testing, Employee Training, SAS70, ETL, Agile Methodologies, ETFs, SimCorp Dimension, Data Format Setup, Data Interfaces, Factset, Checkfree APL, Workflow, Agile Methodolgy, Fixed Income
Education
UCSD
Bachelor of Arts (BA), Political Science and Government, Provost's Honors List
Toyota 2013 - Present
Nuveen Investments 2007 - 2012
Nuveen Investments 2006 - 2007
Claw, Inc. 2005 - 2007
Allianz Global Investors 1993 - 2005
Skills
Equities, Portfolio Management, Investments, Risk Management, Asset Managment, Securities, Hedge Funds, Derivatives, Financial Services, Trading, Series 7, Investment Management, Bloomberg, Asset Management, Mutual Funds, Requirements Gathering, Alternative Investments, Bonds, Back Office, Options, Portfolio Optimization, Security APL, Change Management, Wealth Management, Investment Strategies, Financial Modeling, Asset Allocation, Financial Analysis, Valuation, Equity Research, Business Analysis, BRD, Trading Systems, Separately Managed..., Charles River IMS, Project Management, Testing, Employee Training, SAS70, ETL, Agile Methodologies, ETFs, SimCorp Dimension, Data Format Setup, Data Interfaces, Factset, Checkfree APL, Workflow, Agile Methodolgy, Fixed Income
Education
UCSD
Bachelor of Arts (BA), Political Science and Government, Provost's Honors List
Jackie Sabado's Nuveen Investments Experience June 1992 - November 2008
Job Administrative Assistant to General Counsel at Northwestern Memorial Hospital
Industry Hospital & Health Care
Experience
Northwestern Memorial Hospital November 2010 - Present
Ounce of Prevention Fund August 2010 - November 2010
Technomic, Inc. May 2010 - June 2010
Nuveen Investments June 1992 - November 2008
Ayer Chicago 1989 - 1992
Chicago Mercantile Exchange 1988 - 1989
Skills
Administrative..., Management, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Interviews, Event Planning, Marketing Strategy, Administrative..., Time Management, Lotus Notes, Office Management, Access, Leadership, Recruiting, Training, Insurance, Mergers & Acquisitions, Process Scheduler, Employee Relations, Fundraising, PeopleSoft
Education
Workplace
Triton-College
AAS, Computer Data Processing & Business Management
Northwestern Memorial Hospital November 2010 - Present
Ounce of Prevention Fund August 2010 - November 2010
Technomic, Inc. May 2010 - June 2010
Nuveen Investments June 1992 - November 2008
Ayer Chicago 1989 - 1992
Chicago Mercantile Exchange 1988 - 1989
Skills
Administrative..., Management, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Interviews, Event Planning, Marketing Strategy, Administrative..., Time Management, Lotus Notes, Office Management, Access, Leadership, Recruiting, Training, Insurance, Mergers & Acquisitions, Process Scheduler, Employee Relations, Fundraising, PeopleSoft
Education
Workplace
Triton-College
AAS, Computer Data Processing & Business Management
Daniel Armstrong's Nuveen Investments Experience June 2000 - April 2007
Job President at Solido Financial & Solido Insurance
Industry Financial Services
Experience
Solido Financial & Solido Insurance July 2012 - Present
Western & Southern Financial Group May 2007 - July 2012
Nuveen Investments June 2000 - April 2007
Deloitte & Touche September 1998 - June 2000
Skills
401k, Wealth Management, Employee Benefits, Valuation, Finance, Fixed Annuities, Equities, Alternative Investments, Strategic Planning, Process Improvement, Due Diligence, Mergers & Acquisitions, Life Insurance, Forecasting, Financial Reporting
Education
The University of Chicago - Booth School of Business
MBA, Analytical Finance, Finance, Accounting
University of Notre Dame
BBA, Accounting
St. Xavier High School
Solido Financial & Solido Insurance July 2012 - Present
Western & Southern Financial Group May 2007 - July 2012
Nuveen Investments June 2000 - April 2007
Deloitte & Touche September 1998 - June 2000
Skills
401k, Wealth Management, Employee Benefits, Valuation, Finance, Fixed Annuities, Equities, Alternative Investments, Strategic Planning, Process Improvement, Due Diligence, Mergers & Acquisitions, Life Insurance, Forecasting, Financial Reporting
Education
The University of Chicago - Booth School of Business
MBA, Analytical Finance, Finance, Accounting
University of Notre Dame
BBA, Accounting
St. Xavier High School
Angela Woo, CPA's Nuveen Investments Experience 2005 - 2011
Job Sr. Associate Accounting
Industry Investment Management
Experience
SSI Investment Management October 2011 - Present
Nuveen Investments 2005 - 2011
Skills
Portfolio Management, Asset Allocation, Investment Management, Asset Management, Mutual Funds, Equities, Alternative Investments, Bloomberg, Investments, Hedge Funds
Education
UC Santa Barbara
B.A., Psychology
SSI Investment Management October 2011 - Present
Nuveen Investments 2005 - 2011
Skills
Portfolio Management, Asset Allocation, Investment Management, Asset Management, Mutual Funds, Equities, Alternative Investments, Bloomberg, Investments, Hedge Funds
Education
UC Santa Barbara
B.A., Psychology
Frank Horsman's Nuveen Investments Experience 2002 - 2008
Job Vice President at Spire Investment Partners
Industry Financial Services
Experience
Spire Investment Partners April 2009 - Present
Nuveen Investments 2002 - 2008
Schwab Institutional Services 1992 - 2002
Charles Schwab & Co., Inc. 1992 - 2002
Education
Tusculum College 1964 — 1968
B.S., Business
Spire Investment Partners April 2009 - Present
Nuveen Investments 2002 - 2008
Schwab Institutional Services 1992 - 2002
Charles Schwab & Co., Inc. 1992 - 2002
Education
Tusculum College 1964 — 1968
B.S., Business
Kendall Jesser's Nuveen Investments Experience October 2010 - Present
Job Global Consulting Services Associate at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 2010 - Present
Ernst & Young August 2010 - October 2010
Ogilvy & Mather May 2010 - June 2010
TEFEN USA October 2009 - October 2009
Harrison & Shriftman September 2008 - September 2008
Harrison & Shriftman May 2008 - August 2008
Skills
Press Releases, Social Media, Marketing, Public Relations, Microsoft Word, InDesign, PowerPoint, Microsoft Office, Social Media Marketing, Marketing Strategy, Marketing Communications, Event Planning, Meeting Planning, Coordinate Meetings, Social Networking, Microsoft Dynamics, Meeting Scheduling, Outlook, Microsoft Excel, ProTrack
Education
University of Dayton 2005 — 2009
BA, Communications/Public Relations, Marketing, Film and English
Garden City High School 2001 — 2005
Nuveen Investments October 2010 - Present
Ernst & Young August 2010 - October 2010
Ogilvy & Mather May 2010 - June 2010
TEFEN USA October 2009 - October 2009
Harrison & Shriftman September 2008 - September 2008
Harrison & Shriftman May 2008 - August 2008
Skills
Press Releases, Social Media, Marketing, Public Relations, Microsoft Word, InDesign, PowerPoint, Microsoft Office, Social Media Marketing, Marketing Strategy, Marketing Communications, Event Planning, Meeting Planning, Coordinate Meetings, Social Networking, Microsoft Dynamics, Meeting Scheduling, Outlook, Microsoft Excel, ProTrack
Education
University of Dayton 2005 — 2009
BA, Communications/Public Relations, Marketing, Film and English
Garden City High School 2001 — 2005
David Patience's Nuveen Investments Experience July 2010 - May 2015
Job MBA Candidate at Chicago Booth
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Nuveen Investments July 2010 - May 2015
Morgan Stanley Smith Barney June 2008 - June 2010
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Expected Concentrations: Accounting, Analytical Finance and Econometrics and Statistics
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BA, Finance
Morgan Stanley June 2015 - August 2015
Nuveen Investments July 2010 - May 2015
Morgan Stanley Smith Barney June 2008 - June 2010
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Expected Concentrations: Accounting, Analytical Finance and Econometrics and Statistics
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BA, Finance
Mary Catherine Mortell, CFA's Nuveen Investments Experience September 2007 - October 2010
Job Vice President Client Relationship Manager at Tradewinds Global Investors, LLC
Industry Financial Services
Experience
Tradewinds Global Investors, LLC March 2012 - Present
Tradewinds Global Investors October 2010 - April 2012
Nuveen Investments September 2007 - October 2010
UBS 2006 - 2007
Kirkland and Ellis 2005 - 2006
Skills
Alternative Investments, Mutual Funds, Series 7, Securities, Asset Managment
Education
Loyola University Rome 2002 — 2003
Loyola Academy
University of Colorado Boulder
BA, Philosophy
Tradewinds Global Investors, LLC March 2012 - Present
Tradewinds Global Investors October 2010 - April 2012
Nuveen Investments September 2007 - October 2010
UBS 2006 - 2007
Kirkland and Ellis 2005 - 2006
Skills
Alternative Investments, Mutual Funds, Series 7, Securities, Asset Managment
Education
Loyola University Rome 2002 — 2003
Loyola Academy
University of Colorado Boulder
BA, Philosophy
Brian Hammons's Nuveen Investments Experience May 2011 - May 2013
Job Managing Partner at Crestline Technologies
Industry Information Technology and Services
Experience
Crestline Technologies, LLC October 2014 - Present
Syn Media Group January 2014 - April 2015
Hipercept August 2013 - December 2014
Nuveen Investments May 2011 - May 2013
Bridgewater Associates April 2010 - April 2011
Spero Corp. December 2008 - December 2010
Integration Appliance December 2007 - November 2008
California Department of Justice May 2007 - December 2007
HP February 2004 - June 2005
Skills
SDLC, Integration, Software Documentation, Databases, SQL, Active Directory, Oracle, Troubleshooting, C#, Management, ITIL, Technical Support, Training, Visual Basic, Data Warehousing, SSIS, Business Process, Enterprise Software, Analysis, Sales, Trading Systems, Business Analysis
Education
University of California, Berkeley 2001 — 2005
BS, Engineering Physics
Crestline Technologies, LLC October 2014 - Present
Syn Media Group January 2014 - April 2015
Hipercept August 2013 - December 2014
Nuveen Investments May 2011 - May 2013
Bridgewater Associates April 2010 - April 2011
Spero Corp. December 2008 - December 2010
Integration Appliance December 2007 - November 2008
California Department of Justice May 2007 - December 2007
HP February 2004 - June 2005
Skills
SDLC, Integration, Software Documentation, Databases, SQL, Active Directory, Oracle, Troubleshooting, C#, Management, ITIL, Technical Support, Training, Visual Basic, Data Warehousing, SSIS, Business Process, Enterprise Software, Analysis, Sales, Trading Systems, Business Analysis
Education
University of California, Berkeley 2001 — 2005
BS, Engineering Physics
Daniel Prior's Nuveen Investments Experience May 2006 - December 2009
Job Officer, Account Transitions at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
BNY Mellon/Pershing Managed Account Solutions December 2011 - November 2014
BNY Mellon/Pershing Managed Account Solutions April 2010 - December 2011
Nuveen Investments May 2006 - December 2009
Nuveen Investments August 2005 - May 2006
Lord Abbett May 2003 - August 2004
Lazard Asset Management August 2002 - April 2003
Morgan Stanley December 2000 - August 2002
Skills
Equities, Series 7, Portfolio Management, Investments, Fixed Income, Trading, Mutual Funds, Asset Management, Financial Services, Investment Strategies
Education
University of Hartford 1995 — 2000
B.S., Economics/Finance
State Street November 2014 - Present
BNY Mellon/Pershing Managed Account Solutions December 2011 - November 2014
BNY Mellon/Pershing Managed Account Solutions April 2010 - December 2011
Nuveen Investments May 2006 - December 2009
Nuveen Investments August 2005 - May 2006
Lord Abbett May 2003 - August 2004
Lazard Asset Management August 2002 - April 2003
Morgan Stanley December 2000 - August 2002
Skills
Equities, Series 7, Portfolio Management, Investments, Fixed Income, Trading, Mutual Funds, Asset Management, Financial Services, Investment Strategies
Education
University of Hartford 1995 — 2000
B.S., Economics/Finance
Ann Dirksen's Nuveen Investments Experience January 2011 - May 2012
Job Senior Vice President, National Accounts at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - May 2012
First American Funds December 2007 - January 2011
Morgan Stanley 2005 - 2006
UBS 1995 - 2005
Skills
Series 63, Relationship Management, Separately Managed..., Series 7, Management, Asset Allocation, Financial Services, Mutual Funds, Alternative Investments, Investment Advisory, Securities, Wealth Management, ETFs
Education
University of California, Santa Barbara 1986 — 1990
Nuveen Investments January 2011 - May 2012
First American Funds December 2007 - January 2011
Morgan Stanley 2005 - 2006
UBS 1995 - 2005
Skills
Series 63, Relationship Management, Separately Managed..., Series 7, Management, Asset Allocation, Financial Services, Mutual Funds, Alternative Investments, Investment Advisory, Securities, Wealth Management, ETFs
Education
University of California, Santa Barbara 1986 — 1990
Dmitry Valbe's Nuveen Investments Experience August 2011 - Present
Job Strategy and Analytics
Industry Financial Services
Experience
Nuveen Investments August 2011 - Present
Bank of America November 2003 - August 2011
Skills
Financial Services, Business Intelligence, Analytics, SDLC, Business Analysis, Vendor Management, Program Management, Risk Management, Business Process..., Project Management, Process Improvement, Financial Analysis, Statistics, Finance, Asset Management, Mutual Funds, Credit Derivatives, Management
Education
The University of Chicago Booth School of Business 2007 — 2010
Master of Business Administration (MBA), Analytic Finance
The University of Chicago Booth School of Business 2007 — 2010
Master of Business Administration (MBA), Financial Analytics
Nuveen Investments August 2011 - Present
Bank of America November 2003 - August 2011
Skills
Financial Services, Business Intelligence, Analytics, SDLC, Business Analysis, Vendor Management, Program Management, Risk Management, Business Process..., Project Management, Process Improvement, Financial Analysis, Statistics, Finance, Asset Management, Mutual Funds, Credit Derivatives, Management
Education
The University of Chicago Booth School of Business 2007 — 2010
Master of Business Administration (MBA), Analytic Finance
The University of Chicago Booth School of Business 2007 — 2010
Master of Business Administration (MBA), Financial Analytics
Dawn Oyama's Nuveen Investments Experience October 2013 - Present
Job Sr. Business Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 2013 - Present
Northern Trust August 2004 - October 2013
Price Waterhouse Coopers - Audit Services August 2003 - November 2003
JET Program July 1999 - July 2001
Skills
Fixed Income, Equities, Business Analysis, SDLC, Business Requirements, Back Office, Financial Services, Requirements Gathering, Risk Management, Requirements Analysis, Process Improvement, Vendor Management, Business Process..., Corporate Actions, Bloomberg, User Acceptance Testing, Account Reconciliation, Middle Office, Data Analysis, Securities, Banking, Fund Accounting, Settlement
Education
University of Hawaii at Manoa 2002 — 2003
MBA, Business, Japanese
Vanderbilt University 1995 — 1999
BA, Economics, Japanese
Nuveen Investments October 2013 - Present
Northern Trust August 2004 - October 2013
Price Waterhouse Coopers - Audit Services August 2003 - November 2003
JET Program July 1999 - July 2001
Skills
Fixed Income, Equities, Business Analysis, SDLC, Business Requirements, Back Office, Financial Services, Requirements Gathering, Risk Management, Requirements Analysis, Process Improvement, Vendor Management, Business Process..., Corporate Actions, Bloomberg, User Acceptance Testing, Account Reconciliation, Middle Office, Data Analysis, Securities, Banking, Fund Accounting, Settlement
Education
University of Hawaii at Manoa 2002 — 2003
MBA, Business, Japanese
Vanderbilt University 1995 — 1999
BA, Economics, Japanese
John Harvan, CFA's Nuveen Investments Experience November 2010 - March 2013
Job Investment Analyst at Monticello Associates
Industry Financial Services
Experience
Monticello Associates April 2013 - Present
Nuveen Investments November 2010 - March 2013
HSBC August 2009 - November 2010
Lakefront Partners, LP May 2008 - July 2008
Morningstar UK, Ltd September 2007 - December 2007
XE Capital Management May 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Skills
Bloomberg Terminal, Financial Modeling, Bloomberg, Financial Analysis, Hedge Funds, Fixed Income, Investments, Capital Markets, Series 7, Asset Allocation, Private Equity, Asset Managment, Asset Management, Due Diligence
Education
The University of Chicago Booth School of Business 2014 — 2017
University of Notre Dame 2005 — 2009
Bachelor of Business Administration, Finance
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
Walsh Jesuit 2001 — 2005
Diploma, College Preparatory
Monticello Associates April 2013 - Present
Nuveen Investments November 2010 - March 2013
HSBC August 2009 - November 2010
Lakefront Partners, LP May 2008 - July 2008
Morningstar UK, Ltd September 2007 - December 2007
XE Capital Management May 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Skills
Bloomberg Terminal, Financial Modeling, Bloomberg, Financial Analysis, Hedge Funds, Fixed Income, Investments, Capital Markets, Series 7, Asset Allocation, Private Equity, Asset Managment, Asset Management, Due Diligence
Education
The University of Chicago Booth School of Business 2014 — 2017
University of Notre Dame 2005 — 2009
Bachelor of Business Administration, Finance
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
Walsh Jesuit 2001 — 2005
Diploma, College Preparatory
Charlie Talbot's Nuveen Investments Experience March 2007 - October 2008
Job Chief Financial Officer at Athletico
Industry Health, Wellness and Fitness
Experience
Athletico April 2015 - Present
Potbelly Sandwich Works October 2008 - March 2015
Nuveen Investments March 2007 - October 2008
Yum! Brands January 1997 - March 2007
Northern Trust September 1987 - January 1997
Skills
Strategic Planning, Financial Analysis, Strategy, Forecasting, Management, Financial Modeling, Mergers & Acquisitions, Finance, Franchising, P&L, Budgets, Income Statement, Financial Reporting, Retail
Education
University of Chicago Graduate School of Business 1992 — 1994
MBA, Finance, Accounting, Business Strategy
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Economics
Athletico April 2015 - Present
Potbelly Sandwich Works October 2008 - March 2015
Nuveen Investments March 2007 - October 2008
Yum! Brands January 1997 - March 2007
Northern Trust September 1987 - January 1997
Skills
Strategic Planning, Financial Analysis, Strategy, Forecasting, Management, Financial Modeling, Mergers & Acquisitions, Finance, Franchising, P&L, Budgets, Income Statement, Financial Reporting, Retail
Education
University of Chicago Graduate School of Business 1992 — 1994
MBA, Finance, Accounting, Business Strategy
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Economics
Jennifer Ahrens, CIPM's Nuveen Investments Experience January 2010 - Present
Job Lead Performance Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2010 - Present
Nuveen Investments January 2010 - Present
Investment Risk and Analytics Services September 2008 - Present
The Northern Trust Company November 2000 - January 2010
Investment Risk and Analytics Services January 2004 - September 2008
The Northern Trust Company January 2000 - December 2003
Capital Resource Advisors November 1998 - December 1999
Capital Resource Advisors November 1998 - December 1999
William M. Mercer Investment Consulting March 1996 - November 1997
William M. Mercer Investment Consulting March 1996 - November 1997
Skills
Investments, Management, Investment Strategies, Analysis
Education
University of Illinois 1991 — 1995
Bachelor of Arts, Finance
Nuveen Investments January 2010 - Present
Nuveen Investments January 2010 - Present
Investment Risk and Analytics Services September 2008 - Present
The Northern Trust Company November 2000 - January 2010
Investment Risk and Analytics Services January 2004 - September 2008
The Northern Trust Company January 2000 - December 2003
Capital Resource Advisors November 1998 - December 1999
Capital Resource Advisors November 1998 - December 1999
William M. Mercer Investment Consulting March 1996 - November 1997
William M. Mercer Investment Consulting March 1996 - November 1997
Skills
Investments, Management, Investment Strategies, Analysis
Education
University of Illinois 1991 — 1995
Bachelor of Arts, Finance
Daniel Jablonski's Nuveen Investments Experience January 2011 - Present
Job Sr. Team Lead, Front Office & Middle Office Operations, Charles River Specialist
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
FAF Advisors September 2010 - December 2010
FAF Advisors November 2006 - September 2010
Skills
Charles River IMS, FXConnect, FXALL, Portia, Bloomberg TSOX, Liquidnet, ITGC, Asset Management, Microsoft Excel, Trading Systems, Equities, Derivatives, Business Analysis, Fixed Income, Mutual Funds, Bloomberg, Trading
Education
University of Kansas 2001 — 2006
Bachelor of Arts (BA), Finance, General
The University of Kansas
Nuveen Investments January 2011 - Present
FAF Advisors September 2010 - December 2010
FAF Advisors November 2006 - September 2010
Skills
Charles River IMS, FXConnect, FXALL, Portia, Bloomberg TSOX, Liquidnet, ITGC, Asset Management, Microsoft Excel, Trading Systems, Equities, Derivatives, Business Analysis, Fixed Income, Mutual Funds, Bloomberg, Trading
Education
University of Kansas 2001 — 2006
Bachelor of Arts (BA), Finance, General
The University of Kansas
Ian Fowler's Nuveen Investments Experience October 2013 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 2013 - Present
Nuveen Investments January 2012 - October 2013
Nuveen Investments June 2011 - August 2011
Nuveen Investments June 2011 - July 2011
Skills
Mutual Funds, Separately Managed..., Closed-end Funds, Financial Analysis, Fixed Income, Equities, Series 7, Series 63, Series 65, Morningstar, Investments, Commodity Pools, Asset Managment, Asset Allocation, Wealth Management, Alternative Investments, Microsoft Office, Investment Strategies, Securities, ETFs, Managing Accounts, Investment Advisory, Investment Management, Bonds
Education
University of Colorado at Boulder 2007 — 2011
Bachelor, Economics
Nuveen Investments October 2013 - Present
Nuveen Investments January 2012 - October 2013
Nuveen Investments June 2011 - August 2011
Nuveen Investments June 2011 - July 2011
Skills
Mutual Funds, Separately Managed..., Closed-end Funds, Financial Analysis, Fixed Income, Equities, Series 7, Series 63, Series 65, Morningstar, Investments, Commodity Pools, Asset Managment, Asset Allocation, Wealth Management, Alternative Investments, Microsoft Office, Investment Strategies, Securities, ETFs, Managing Accounts, Investment Advisory, Investment Management, Bonds
Education
University of Colorado at Boulder 2007 — 2011
Bachelor, Economics
Chris Rulla, CFA's Nuveen Investments Experience December 2004 - December 2010
Job Partner, Senior High Yield Analyst and Portfolio Manager Peridiem Global Investors
Industry Investment Management
Experience
Peridiem Global Investors, LLC April 2011 - Present
Nuveen Investments December 2004 - December 2010
Columbia Management, formerly Banc of America Capital Management July 2000 - October 2004
Bradford & Marzec June 1997 - July 2000
Canterbury Consulting December 1996 - June 1997
Roth Capital Partners, formerly Cruttenden Roth March 1996 - September 1996
Skills
Hedge Funds, Corporate Research, Portfolio Management, Fixed Income, High Yield, Financial Modeling, Investments, Asset Management, Mutual Funds, Investment Strategies, Financial Analysis, Investment Banking, Asset Allocation, Investment Management, Bonds, Securities
Education
University of California, Irvine 1993 — 1997
BA, Economics
Peridiem Global Investors, LLC April 2011 - Present
Nuveen Investments December 2004 - December 2010
Columbia Management, formerly Banc of America Capital Management July 2000 - October 2004
Bradford & Marzec June 1997 - July 2000
Canterbury Consulting December 1996 - June 1997
Roth Capital Partners, formerly Cruttenden Roth March 1996 - September 1996
Skills
Hedge Funds, Corporate Research, Portfolio Management, Fixed Income, High Yield, Financial Modeling, Investments, Asset Management, Mutual Funds, Investment Strategies, Financial Analysis, Investment Banking, Asset Allocation, Investment Management, Bonds, Securities
Education
University of California, Irvine 1993 — 1997
BA, Economics
Angela Lin's Nuveen Investments Experience December 2007 - November 2011
Job Senior Analyst Compliance at Hotchkis & Wiley Capital Management
Industry Financial Services
Experience
Hotchkis & Wiley Capital Management October 2011 - Present
Nuveen Investments December 2007 - November 2011
Western Asset Management April 2002 - December 2007
Oaktree Capital Management November 2001 - April 2002
Pacific Investment Management Comany November 1997 - November 2001
Education
University of California, Irvine 1992 — 1997
Bachelor of Arts, Economics
Hotchkis & Wiley Capital Management October 2011 - Present
Nuveen Investments December 2007 - November 2011
Western Asset Management April 2002 - December 2007
Oaktree Capital Management November 2001 - April 2002
Pacific Investment Management Comany November 1997 - November 2001
Education
University of California, Irvine 1992 — 1997
Bachelor of Arts, Economics
August Matson's Nuveen Investments Experience 2001 - 2002
Job Senior Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America September 2005 - Present
JPMorgan Chase July 2003 - September 2005
Nuveen Investments 2001 - 2002
Skills
Account Reconciliation, Internal Controls, Finance, Accounting, Sarbanes-Oxley Act, General Ledger, Banking, Investments, Tax, Analysis, Financial Analysis, Private Equity, Financial Modeling, Strategic Financial..., Financial Planning
Education
University of Illinois at Chicago 2001 — 2003
Bachelor's degree, Accounting
Bank of America September 2005 - Present
JPMorgan Chase July 2003 - September 2005
Nuveen Investments 2001 - 2002
Skills
Account Reconciliation, Internal Controls, Finance, Accounting, Sarbanes-Oxley Act, General Ledger, Banking, Investments, Tax, Analysis, Financial Analysis, Private Equity, Financial Modeling, Strategic Financial..., Financial Planning
Education
University of Illinois at Chicago 2001 — 2003
Bachelor's degree, Accounting
Jonathan Castleton's Nuveen Investments Experience October 2014 - Present
Job Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 2014 - Present
Ellwood Associates October 2014 - October 2014
Ellwood Associates July 2012 - September 2014
ICUL Service Corporation May 2010 - January 2012
Skills
Hedge Funds, Investment Management, Alternative Investments, Portfolio Management, Morningstar, Asset Managment, Financial Modeling, Credit, Performance Attribution, Bloomberg, Factset, Bloomberg Software, Tableau
Education
University of Dayton 2008 — 2012
Bachelor of Science (B.S.), Finance
Nuveen Investments October 2014 - Present
Ellwood Associates October 2014 - October 2014
Ellwood Associates July 2012 - September 2014
ICUL Service Corporation May 2010 - January 2012
Skills
Hedge Funds, Investment Management, Alternative Investments, Portfolio Management, Morningstar, Asset Managment, Financial Modeling, Credit, Performance Attribution, Bloomberg, Factset, Bloomberg Software, Tableau
Education
University of Dayton 2008 — 2012
Bachelor of Science (B.S.), Finance
Peter Roy, CFA's Nuveen Investments Experience 1997 - 2000
Job Portfolio Manager at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors 2013 - Present
PNC Capital Advisors 2003 - 2013
Banc of America Securities May 2001 - August 2001
Nuveen Investments 1997 - 2000
Skills
Chartered Financial...
Education
Washington University in St. Louis - Olin Business School 2000 — 2002
MBA, Finance
University of Dayton 1992 — 1996
BA, English
PNC Capital Advisors 2013 - Present
PNC Capital Advisors 2003 - 2013
Banc of America Securities May 2001 - August 2001
Nuveen Investments 1997 - 2000
Skills
Chartered Financial...
Education
Washington University in St. Louis - Olin Business School 2000 — 2002
MBA, Finance
University of Dayton 1992 — 1996
BA, English
Roger Patrick's Nuveen Investments Experience June 1991 - March 1996
Job Relationship Manager at Pepperstone
Industry Financial Services
Experience
Pepperstone September 2013 - Present
FXCM March 2011 - August 2013
Texas Capital November 2002 - February 2011
ProTrader March 1997 - September 2002
HD Vest May 1996 - March 1997
Nuveen Investments June 1991 - March 1996
Skills
FX Options, Risk Management, Banking, Foreign Exchange, Financial Markets, Trading, Equities, Derivatives, Trading Systems, Financial Services, Capital Markets, Options
Education
The University of Texas at Austin 1987 — 1990
Bachelor of Science, Communication and Media Studies
Pepperstone September 2013 - Present
FXCM March 2011 - August 2013
Texas Capital November 2002 - February 2011
ProTrader March 1997 - September 2002
HD Vest May 1996 - March 1997
Nuveen Investments June 1991 - March 1996
Skills
FX Options, Risk Management, Banking, Foreign Exchange, Financial Markets, Trading, Equities, Derivatives, Trading Systems, Financial Services, Capital Markets, Options
Education
The University of Texas at Austin 1987 — 1990
Bachelor of Science, Communication and Media Studies
john louko's Nuveen Investments Experience August 1993 - Present
Job Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 1993 - Present
Allstate October 1988 - July 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Data Analysis, Access, Financial Analysis
Education
The University of Texas at Austin 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
University of Illinois at Urbana-Champaign 1982 — 1986
Economics
Nuveen Investments August 1993 - Present
Allstate October 1988 - July 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Data Analysis, Access, Financial Analysis
Education
The University of Texas at Austin 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
University of Illinois at Urbana-Champaign 1982 — 1986
Economics
Greg Bare's Nuveen Investments Experience August 1981 - September 1998
Job Institutional Sales at Fifth Third Bank
Industry Investment Management
Experience
Fifth Third Bank February 2003 - Present
SEI October 1998 - December 2002
Nuveen Investments August 1981 - September 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of Texas at Austin 1976 — 1981
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Fifth Third Bank February 2003 - Present
SEI October 1998 - December 2002
Nuveen Investments August 1981 - September 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of Texas at Austin 1976 — 1981
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Jonathan Sailer's Nuveen Investments Experience March 2013 - February 2014
Job Settlement Specialist at Whitebox Advisors LLC
Industry Financial Services
Experience
Whitebox Advisors LLC September 2014 - Present
Whitebox Advisors LLC February 2014 - Present
Nuveen Investments March 2013 - February 2014
PwC January 2011 - January 2013
PwC June 2010 - August 2010
Education
The University of North Dakota 2006 — 2010
Bachelor's degree, Accounting
Whitebox Advisors LLC September 2014 - Present
Whitebox Advisors LLC February 2014 - Present
Nuveen Investments March 2013 - February 2014
PwC January 2011 - January 2013
PwC June 2010 - August 2010
Education
The University of North Dakota 2006 — 2010
Bachelor's degree, Accounting
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group