Nuveen Investments
Industry: Investment management company
DescriptionNuveen, formerly Nuveen Investments, a subsidiary of TIAA, is an American asset manager. Nuveen was founded in Chicago, Illinois in 1898 and was previously named The John Nuveen Co., after founder John Nuveen. Assets under management: 970 billion USD (December 2017) Headquarters: Chicago, Illinois, United States Parent organization: TIAA Number of employees: 1,200 (2012) Founded: 1898
Nuveen Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Nuveen Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Nuveen Investments Salaries. You can even request information on how much does Nuveen Investments pay if you want to. Learn about salaries, pros and cons of working for Nuveen Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,218 Nuveen Investments employees in database. Find out everything there's to know about Nuveen Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Nuveen Investments Employees
Employee
Years
Job
Industry
Shari Harrison Shari Harrison's Nuveen Investments Experience February 2015 - Present
Job Compliance Analyst at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments February 2015 - Present
Oaktree Capital Management December 2004 - January 2015
Oaktree Capital Management December 2009 - December 2012
Oaktree Capital Management December 2004 - December 2009
Skills
Investment Management, Hedge Funds, Analysis, Alternative Investments, Management, Portfolio Management, Fixed Income, Internal Audit, Trading, Fixed Income Strategies, High Yield Bonds, Term Loan, CLO, High Yield, Private Equity, Asset Allocation, Equities, Asset Management, Mutual Funds, Finance, Securities, Bloomberg
Education
California State University-Los Angeles 2008 — 2011
Bachelor of Science (B.S.), Business Administration, Option - Management
Nuveen Investments February 2015 - Present
Oaktree Capital Management December 2004 - January 2015
Oaktree Capital Management December 2009 - December 2012
Oaktree Capital Management December 2004 - December 2009
Skills
Investment Management, Hedge Funds, Analysis, Alternative Investments, Management, Portfolio Management, Fixed Income, Internal Audit, Trading, Fixed Income Strategies, High Yield Bonds, Term Loan, CLO, High Yield, Private Equity, Asset Allocation, Equities, Asset Management, Mutual Funds, Finance, Securities, Bloomberg
Education
California State University-Los Angeles 2008 — 2011
Bachelor of Science (B.S.), Business Administration, Option - Management
Gabriel F. Bernal Gabriel F. Bernal's Nuveen Investments Experience April 2013 - November 2014
Job Enrollment Analyst at College of DuPage
Industry Higher Education
Experience
College of DuPage November 2014 - Present
Nuveen Investments April 2013 - November 2014
Draper and Kramer February 2013 - March 2013
University of Illinois at Urbana-Champaign September 2010 - August 2012
College of DuPage August 2008 - August 2010
Skills
Customer Service, Microsoft Office, Data Analysis, Microsoft Excel, Spanish, Statistics, Financial Analysis, English, Leadership, Research, CRM, Process Improvement, Outlook, Data Entry, Access, Analysis, Economics, Microsoft Dynamics, SQL
Education
Benedictine University 2015 — 2017
M.S. in Business Analytics, Data Modeling/Warehousing and Database Administration
University of Illinois at Urbana-Champaign 2010 — 2012
Bachelors, Economics, 3.7/4.0
College of DuPage 2008 — 2010
General, Business, 3.9/4.0
College of DuPage November 2014 - Present
Nuveen Investments April 2013 - November 2014
Draper and Kramer February 2013 - March 2013
University of Illinois at Urbana-Champaign September 2010 - August 2012
College of DuPage August 2008 - August 2010
Skills
Customer Service, Microsoft Office, Data Analysis, Microsoft Excel, Spanish, Statistics, Financial Analysis, English, Leadership, Research, CRM, Process Improvement, Outlook, Data Entry, Access, Analysis, Economics, Microsoft Dynamics, SQL
Education
Benedictine University 2015 — 2017
M.S. in Business Analytics, Data Modeling/Warehousing and Database Administration
University of Illinois at Urbana-Champaign 2010 — 2012
Bachelors, Economics, 3.7/4.0
College of DuPage 2008 — 2010
General, Business, 3.9/4.0
Kevval Hanna Kevval Hanna's Nuveen Investments Experience June 2003 - September 2003
Job Manager, Corporate Partnerships & Philanthropy at Population Services International
Industry Nonprofit Organization Management
Experience
Population Services International April 2015 - Present
DC SCORES May 2014 - January 2015
The World Bank December 2012 - May 2014
IFC - International Finance Corporation August 2010 - March 2012
The World Bank October 2007 - August 2010
ORC International (formerly Guideline) June 2006 - June 2007
Inter American Development Bank June 2005 - December 2005
Nuveen Investments June 2003 - September 2003
UBS Trust (Bahamas) LTD June 2001 - August 2001
Education
American University 2004 — 2006
Masters of Arts
Beloit College 1999 — 2003
Bachelor of Arts
Population Services International April 2015 - Present
DC SCORES May 2014 - January 2015
The World Bank December 2012 - May 2014
IFC - International Finance Corporation August 2010 - March 2012
The World Bank October 2007 - August 2010
ORC International (formerly Guideline) June 2006 - June 2007
Inter American Development Bank June 2005 - December 2005
Nuveen Investments June 2003 - September 2003
UBS Trust (Bahamas) LTD June 2001 - August 2001
Education
American University 2004 — 2006
Masters of Arts
Beloit College 1999 — 2003
Bachelor of Arts
Maizoua Vang Maizoua Vang's Nuveen Investments Experience May 2012 - October 2012
Job Accounting Analyst
Industry Accounting
Experience
Xcel Energy March 2014 - Present
Temple Israel February 2013 - February 2014
Accountemps May 2012 - February 2014
TCF Bank February 2010 - March 2013
Nuveen Investments May 2012 - October 2012
GE Capital May 2011 - September 2011
GE Capital May 2010 - August 2010
Augsburg College February 2009 - April 2010
Augsburg College February 2009 - January 2010
Target October 2006 - December 2008
Skills
Microsoft Excel, Microsoft Office, Accounting, Banking, Microsoft Word, PowerPoint, Customer Service, Access, Financial Accounting, Outlook, Teamwork, Data Entry, Finance, Analysis, Data Analysis, Team Leadership, Leadership, Research, Time Management, Fund Accounting, Nonprofits, ADP Payroll, QuickBooks, Payroll, Sales, Training
Education
Augsburg College 2008 — 2012
Bachelor of Arts, Accounting and Finance
연세대학교 / Yonsei University 2010 — 2010
Finance, Study Abroad
Xcel Energy March 2014 - Present
Temple Israel February 2013 - February 2014
Accountemps May 2012 - February 2014
TCF Bank February 2010 - March 2013
Nuveen Investments May 2012 - October 2012
GE Capital May 2011 - September 2011
GE Capital May 2010 - August 2010
Augsburg College February 2009 - April 2010
Augsburg College February 2009 - January 2010
Target October 2006 - December 2008
Skills
Microsoft Excel, Microsoft Office, Accounting, Banking, Microsoft Word, PowerPoint, Customer Service, Access, Financial Accounting, Outlook, Teamwork, Data Entry, Finance, Analysis, Data Analysis, Team Leadership, Leadership, Research, Time Management, Fund Accounting, Nonprofits, ADP Payroll, QuickBooks, Payroll, Sales, Training
Education
Augsburg College 2008 — 2012
Bachelor of Arts, Accounting and Finance
연세대학교 / Yonsei University 2010 — 2010
Finance, Study Abroad
Kathleen Hendriks Kathleen Hendriks's Nuveen Investments Experience 2005 - May 2008
Job Senior Compliance Officer at Post Advisory Group
Industry Investment Management
Experience
Post Advisory Group September 2015 - Present
Ares Management November 2014 - May 2015
Alaric Compliance Services, LLC July 2011 - November 2014
Transamerica Investment Management LLC May 2008 - July 2011
Nuveen Investments 2005 - May 2008
NWQ Investment Management, LLC July 1998 - 2005
NWQ Investment Management, LLC 1991 - May 1998
Skills
Securities, Investment Management, Mutual Funds, Hedge Funds, Investments, Fixed Income, Equities, Alternative Investments, Financial Services, Capital Markets, SEC, Policy, Derivatives, FINRA, ERISA, GIPS Compliance, Investment Guideline..., Series 7, Fund Of Funds, Investment Advisory, Compliance, Private Equity, EDGAR filings, ETFs, Securities Regulation, Asset Management, Asset Allocation, Portfolio Management, Trading, Series 63, Policy & Procedures..., Regulatory Requirements, Investment Advisor..., Investment Companies, Closed-end Funds, Program Development, Charles River IMS, Research Commissions..., Political Contributions..., Form PF Reporting, Due Diligence, AML, Bloomberg, Management, Risk Management, Anti Money Laundering
Education
California State University-Fullerton - College of Business and Economics 1986 — 1988
MBA, Finance
California State University-Fullerton
B.A., Finance emphasis
Post Advisory Group September 2015 - Present
Ares Management November 2014 - May 2015
Alaric Compliance Services, LLC July 2011 - November 2014
Transamerica Investment Management LLC May 2008 - July 2011
Nuveen Investments 2005 - May 2008
NWQ Investment Management, LLC July 1998 - 2005
NWQ Investment Management, LLC 1991 - May 1998
Skills
Securities, Investment Management, Mutual Funds, Hedge Funds, Investments, Fixed Income, Equities, Alternative Investments, Financial Services, Capital Markets, SEC, Policy, Derivatives, FINRA, ERISA, GIPS Compliance, Investment Guideline..., Series 7, Fund Of Funds, Investment Advisory, Compliance, Private Equity, EDGAR filings, ETFs, Securities Regulation, Asset Management, Asset Allocation, Portfolio Management, Trading, Series 63, Policy & Procedures..., Regulatory Requirements, Investment Advisor..., Investment Companies, Closed-end Funds, Program Development, Charles River IMS, Research Commissions..., Political Contributions..., Form PF Reporting, Due Diligence, AML, Bloomberg, Management, Risk Management, Anti Money Laundering
Education
California State University-Fullerton - College of Business and Economics 1986 — 1988
MBA, Finance
California State University-Fullerton
B.A., Finance emphasis
Danielle Lockett's Nuveen Investments Experience June 2013 - August 2013
Job Major: Criminal Justice Minors: Homeland Security
Industry Government Relations
Experience
Sodexo March 2014 - Present
Target June 2015 - August 2015
Abercrombie & Fitch June 2015 - August 2015
Aurora University September 2013 - April 2014
Communities In School of Aurora Univetsity January 2013 - April 2014
Nuveen Investments June 2013 - August 2013
Nuveen Investments July 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Healthcare, Teamwork, Social Media, Access, Windows, Outlook, Administrative..., Social Networking, Team Building, Sales
Education
Aurora University 2012 — 2016
Ciminal Justice
Christian Fenger High School 2009 — 2012
High School Diploma
Sodexo March 2014 - Present
Target June 2015 - August 2015
Abercrombie & Fitch June 2015 - August 2015
Aurora University September 2013 - April 2014
Communities In School of Aurora Univetsity January 2013 - April 2014
Nuveen Investments June 2013 - August 2013
Nuveen Investments July 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Healthcare, Teamwork, Social Media, Access, Windows, Outlook, Administrative..., Social Networking, Team Building, Sales
Education
Aurora University 2012 — 2016
Ciminal Justice
Christian Fenger High School 2009 — 2012
High School Diploma
Brian Brummell, AIF® Brian Brummell, AIF®'s Nuveen Investments Experience July 2012 - Present
Job Vice President, Retirement Plan Consultant, Western Region
Industry Investment Management
Experience
Nuveen Investments July 2012 - Present
Nuveen Investments May 2007 - July 2012
Nuveen Investments August 2001 - May 2007
Nuveen Investments October 2000 - August 2001
First Union Securities February 1998 - October 2000
Skills
AIF, Mutual Funds, Securities, Financial Advisory, Investments, Series 7, Separately Managed..., Asset Allocation, 401k, Series 63, Retirement Planning, Series 24, Equities, Asset Management, Investment Advisory, Alternative Investments, Investment Strategies, Investment Management, Series 6, Series 65, Fixed Income, Asset Managment, Wealth Management
Education
Bradley University 1990 — 1994
Bachelor of Science (BS), Marketing
Nuveen Investments July 2012 - Present
Nuveen Investments May 2007 - July 2012
Nuveen Investments August 2001 - May 2007
Nuveen Investments October 2000 - August 2001
First Union Securities February 1998 - October 2000
Skills
AIF, Mutual Funds, Securities, Financial Advisory, Investments, Series 7, Separately Managed..., Asset Allocation, 401k, Series 63, Retirement Planning, Series 24, Equities, Asset Management, Investment Advisory, Alternative Investments, Investment Strategies, Investment Management, Series 6, Series 65, Fixed Income, Asset Managment, Wealth Management
Education
Bradley University 1990 — 1994
Bachelor of Science (BS), Marketing
James Bergeron James Bergeron's Nuveen Investments Experience December 2011 - Present
Job Senior Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments December 2011 - Present
RBC Wealth Management September 1999 - November 2011
Education
Vanderbilt Unsiversity School of Law, Nashville, TN
Doctor of Law (J.D.)
Augsburg College 1982 — 1986
Bachelor of Arts (B.A.), Majors in Economics and Political Science, Minor in Accounting
Nuveen Investments December 2011 - Present
RBC Wealth Management September 1999 - November 2011
Education
Vanderbilt Unsiversity School of Law, Nashville, TN
Doctor of Law (J.D.)
Augsburg College 1982 — 1986
Bachelor of Arts (B.A.), Majors in Economics and Political Science, Minor in Accounting
Matt McGuire's Nuveen Investments Experience February 2011 - December 2011
Job Information Technology Leader
Industry Information Technology and Services
Experience
Capella University June 2015 - Present
Capella University May 2013 - June 2015
Pine River Capital Management December 2011 - May 2013
Nuveen Investments February 2011 - December 2011
HealthEast April 2010 - February 2011
TeamAbsolute October 2004 - March 2010
Network Business Computing, Inc. May 2001 - October 2004
Minnesota School of Business 2002 - 2002
Skills
Data Center, VMware, Virtualization, Firewalls, Security, SAN, WAN, Network Security, VPN, Troubleshooting, DNS, Network Administration, Storage Area Networks, Active Directory, System Administration, Disaster Recovery, Servers, ITIL, BGP, High Availability, Network Design, Windows, Integration, Storage, Windows Server, Vendor Management, Cisco Nexus, CISSP, CCNP, Cloud Computing, Cisco, Compliance, Architecture, Wireless, Customer Relations, TCP/IP, CCNA, Citrix, Administration, Cisco Wireless, EIGRP, OSPF, NetApp, NetApp Filers, Cisco UCS, VMware ESX, Riverbed, Leadership, Strategic Planning, Amazon Web Services...
Education
Capella University 2013 — 2014
Bachelor of Science (BS), Information Technology
Minnesota School of Business 1999 — 2001
AAS, Network Systems Engineering
WHS 1989 — 1992
Capella University June 2015 - Present
Capella University May 2013 - June 2015
Pine River Capital Management December 2011 - May 2013
Nuveen Investments February 2011 - December 2011
HealthEast April 2010 - February 2011
TeamAbsolute October 2004 - March 2010
Network Business Computing, Inc. May 2001 - October 2004
Minnesota School of Business 2002 - 2002
Skills
Data Center, VMware, Virtualization, Firewalls, Security, SAN, WAN, Network Security, VPN, Troubleshooting, DNS, Network Administration, Storage Area Networks, Active Directory, System Administration, Disaster Recovery, Servers, ITIL, BGP, High Availability, Network Design, Windows, Integration, Storage, Windows Server, Vendor Management, Cisco Nexus, CISSP, CCNP, Cloud Computing, Cisco, Compliance, Architecture, Wireless, Customer Relations, TCP/IP, CCNA, Citrix, Administration, Cisco Wireless, EIGRP, OSPF, NetApp, NetApp Filers, Cisco UCS, VMware ESX, Riverbed, Leadership, Strategic Planning, Amazon Web Services...
Education
Capella University 2013 — 2014
Bachelor of Science (BS), Information Technology
Minnesota School of Business 1999 — 2001
AAS, Network Systems Engineering
WHS 1989 — 1992
Irvin Almonte's Nuveen Investments Experience July 2013 - Present
Job Senior Analyst in Customer Analytics at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments July 2013 - Present
Skills
Data Mining, Data Analysis, Business Intelligence, Analysis, Financial Modeling, VBA, SAS, Analytics, SQL, SPSS, Statistics, Business Analysis, Databases, R, Access, Data Modeling, Customer Analysis, Strategy
Education
Northwestern University 2011 — 2013
Master of Science (MS), Predictive Analytics
Brandeis University 1999 — 2003
BA, Economics (Major), Int'l Business Program (Certificate), French and Francophone Studies (Minor)
Hinsdale South High School
Nuveen Investments July 2013 - Present
Skills
Data Mining, Data Analysis, Business Intelligence, Analysis, Financial Modeling, VBA, SAS, Analytics, SQL, SPSS, Statistics, Business Analysis, Databases, R, Access, Data Modeling, Customer Analysis, Strategy
Education
Northwestern University 2011 — 2013
Master of Science (MS), Predictive Analytics
Brandeis University 1999 — 2003
BA, Economics (Major), Int'l Business Program (Certificate), French and Francophone Studies (Minor)
Hinsdale South High School
Alexander Dennis, CFA Alexander Dennis, CFA's Nuveen Investments Experience June 2006 - August 2006
Job Director at Standard & Poor's
Industry Capital Markets
Experience
Standard & Poor's June 2007 - Present
Nuveen Investments June 2006 - August 2006
Hendricks Commercial Properties, LLC February 2006 - May 2006
Skills
C++, Python, Intex, VBA, CLO, Securitization, Fixed Income, Credit Analysis, ABS, Valuation, Capital Markets, Credit, Structured Finance, CDO, High Yield, Derivatives, Credit Derivatives, CDS, Bonds, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA), Innovation and Entrepreneurship
New York University- Courant Institute of Mathematics 2008 — 2011
Mathematics in Finance
Beloit College 2003 — 2007
Bachelor of Arts (B.A.), Economics, East Asian Languages & Cultures, Mathematics
Middleton High School
Standard & Poor's June 2007 - Present
Nuveen Investments June 2006 - August 2006
Hendricks Commercial Properties, LLC February 2006 - May 2006
Skills
C++, Python, Intex, VBA, CLO, Securitization, Fixed Income, Credit Analysis, ABS, Valuation, Capital Markets, Credit, Structured Finance, CDO, High Yield, Derivatives, Credit Derivatives, CDS, Bonds, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA), Innovation and Entrepreneurship
New York University- Courant Institute of Mathematics 2008 — 2011
Mathematics in Finance
Beloit College 2003 — 2007
Bachelor of Arts (B.A.), Economics, East Asian Languages & Cultures, Mathematics
Middleton High School
Larry M. Young, Jr., CFA Larry M. Young, Jr., CFA's Nuveen Investments Experience 2006 - 2012
Job Controller at Kopernik Global Investors, LLC
Industry Financial Services
Experience
Kopernik Global Investors, LLC September 2013 - Present
Nuveen Investments 2006 - 2012
Payden & Rygel March 2006 - August 2006
SAI Capital Management March 2000 - March 2006
Skills
Mutual Funds, Securities, Asset Managment, Equities, Investments, Wealth Management, ETFs, Capital Markets, Corporate Governance, Proxy Voting, Project Management, Vendor Relationships, Asset Allocation, Asset Management, Due Diligence, Equity Research, Finance, Financial Modeling, Investment Management, Portfolio Management, Series 7
Education
California State University-Los Angeles
Master of Science (MS), Finance
San Diego State University-California State University
Bachelor of Arts (B.A.), English
Kopernik Global Investors, LLC September 2013 - Present
Nuveen Investments 2006 - 2012
Payden & Rygel March 2006 - August 2006
SAI Capital Management March 2000 - March 2006
Skills
Mutual Funds, Securities, Asset Managment, Equities, Investments, Wealth Management, ETFs, Capital Markets, Corporate Governance, Proxy Voting, Project Management, Vendor Relationships, Asset Allocation, Asset Management, Due Diligence, Equity Research, Finance, Financial Modeling, Investment Management, Portfolio Management, Series 7
Education
California State University-Los Angeles
Master of Science (MS), Finance
San Diego State University-California State University
Bachelor of Arts (B.A.), English
Allie Utchel's Nuveen Investments Experience August 2015 - Present
Job Product Management Associate RFP
Industry Financial Services
Experience
Nuveen Investments August 2015 - Present
Fisher Investments July 2014 - August 2015
Aerospace Dept, Cal Poly September 2011 - June 2014
Shook & Stone, Chtd. June 2013 - August 2013
Victoria's Secret May 2012 - June 2013
Kidfixers Pediatrics October 2008 - July 2010
Skills
PowerPoint, Sales, Time Management, Access, Social Networking, Customer Service, Teamwork, Microsoft Office, Event Planning, Eviews, Microsoft Publisher, Microsoft Excel, Due Diligence, Financial Analysis, Communication, Business Development
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Economics, Finance
Nuveen Investments August 2015 - Present
Fisher Investments July 2014 - August 2015
Aerospace Dept, Cal Poly September 2011 - June 2014
Shook & Stone, Chtd. June 2013 - August 2013
Victoria's Secret May 2012 - June 2013
Kidfixers Pediatrics October 2008 - July 2010
Skills
PowerPoint, Sales, Time Management, Access, Social Networking, Customer Service, Teamwork, Microsoft Office, Event Planning, Eviews, Microsoft Publisher, Microsoft Excel, Due Diligence, Financial Analysis, Communication, Business Development
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Economics, Finance
Anak Rabanal Anak Rabanal's Nuveen Investments Experience May 2011 - August 2013
Job Firebrand
Industry Motion Pictures and Film
Experience
Nuveen Investments May 2011 - August 2013
Firebrand Fine Art LA April 2009 - May 2012
Handmade for Baby 2008 - June 2011
Ivory Capital March 2010 - August 2010
Oaktree Capital Management December 2006 - April 2009
Oaktree Capital Management September 2005 - November 2006
Ann Long Fine Art 2004 - 2005
Skills
Bloomberg, Editing, Management, Marketing Strategy, Entrepreneurship, Project Management, Public Relations, Investments, Networking, Market Research
Education
Carnegie Mellon University 1993 — 1997
BFA, Drama - Directing
Stone Ridge Country Day School of the Sacred Heart 1989 — 1993
High School
Nuveen Investments May 2011 - August 2013
Firebrand Fine Art LA April 2009 - May 2012
Handmade for Baby 2008 - June 2011
Ivory Capital March 2010 - August 2010
Oaktree Capital Management December 2006 - April 2009
Oaktree Capital Management September 2005 - November 2006
Ann Long Fine Art 2004 - 2005
Skills
Bloomberg, Editing, Management, Marketing Strategy, Entrepreneurship, Project Management, Public Relations, Investments, Networking, Market Research
Education
Carnegie Mellon University 1993 — 1997
BFA, Drama - Directing
Stone Ridge Country Day School of the Sacred Heart 1989 — 1993
High School
Amy Craighead Amy Craighead's Nuveen Investments Experience July 2015 - Present
Job Portfolio Accounting Specialist
Industry Investment Management
Experience
Nuveen Investments July 2015 - Present
Accelerated Health Systems January 2014 - Present
Institute for Professional Development: Warner Pacific College March 2013 - September 2013
US Bancorp August 2009 - October 2011
Capital One September 2000 - August 2002
Skills
Banking, Credit, Cash Management, Risk Management, Finance, Credit Risk, Accounting, Financial Risk, Financial Reporting, Financial Modeling, Treasury Management, Auditing, Internal Audit, Corporate Finance, Financial Accounting, Cash Flow
Education
Brandeis University 2015 — 2016
Masters, Strategic Ananlytics
University of California, Los Angeles 2004 — 2007
Post-Baccalaureate Certificate, General Business/Accounting Concentration
Virginia Commonwealth University 2001 — 2007
Bachelor's degree, Politcal Science
Nuveen Investments July 2015 - Present
Accelerated Health Systems January 2014 - Present
Institute for Professional Development: Warner Pacific College March 2013 - September 2013
US Bancorp August 2009 - October 2011
Capital One September 2000 - August 2002
Skills
Banking, Credit, Cash Management, Risk Management, Finance, Credit Risk, Accounting, Financial Risk, Financial Reporting, Financial Modeling, Treasury Management, Auditing, Internal Audit, Corporate Finance, Financial Accounting, Cash Flow
Education
Brandeis University 2015 — 2016
Masters, Strategic Ananlytics
University of California, Los Angeles 2004 — 2007
Post-Baccalaureate Certificate, General Business/Accounting Concentration
Virginia Commonwealth University 2001 — 2007
Bachelor's degree, Politcal Science
John Desmond John Desmond's Nuveen Investments Experience January 2005 - June 2007
Job Financial Service Executive, Global Operations & Technology Leader
Industry Financial Services
Experience
Harris Associates L.P. June 2007 - June 2013
Nuveen Investments January 2005 - June 2007
Deutsche Asset Management July 2003 - September 2004
Scudder Investments - Japan December 1999 - June 2003
Scudder Investments June 1995 - December 1999
440 Financial Services / First Data Investor Services July 1993 - June 1995
440 Financial Group / First Data Investor Services May 1991 - July 1993
Putnam Investments February 1987 - May 1991
Bank of Boston April 1980 - February 1987
Skills
Equities, Portfolio Management, Mutual Funds, Securities, Investments, Fixed Income, Risk Management, Vendor Management, Financial Services, Hedge Funds, Asset Management, Fund Accounting, Alternative Investments, Business Development, Strategy, Operations Management, Business Strategy, Team Leadership, Operational Excellence, Management, Business Process..., Trading, Project Management, Trading Systems, Investment Management, Outsourcing, Start-ups, Options, IT Strategy, CRM
Education
Bentley University 1988 — 1994
MS, Computer Information Systems
University of Massachusetts at Boston 1982 — 1986
Bachelor of Science (BS), Financial Management & (BS), Management Information Systems
Harris Associates L.P. June 2007 - June 2013
Nuveen Investments January 2005 - June 2007
Deutsche Asset Management July 2003 - September 2004
Scudder Investments - Japan December 1999 - June 2003
Scudder Investments June 1995 - December 1999
440 Financial Services / First Data Investor Services July 1993 - June 1995
440 Financial Group / First Data Investor Services May 1991 - July 1993
Putnam Investments February 1987 - May 1991
Bank of Boston April 1980 - February 1987
Skills
Equities, Portfolio Management, Mutual Funds, Securities, Investments, Fixed Income, Risk Management, Vendor Management, Financial Services, Hedge Funds, Asset Management, Fund Accounting, Alternative Investments, Business Development, Strategy, Operations Management, Business Strategy, Team Leadership, Operational Excellence, Management, Business Process..., Trading, Project Management, Trading Systems, Investment Management, Outsourcing, Start-ups, Options, IT Strategy, CRM
Education
Bentley University 1988 — 1994
MS, Computer Information Systems
University of Massachusetts at Boston 1982 — 1986
Bachelor of Science (BS), Financial Management & (BS), Management Information Systems
David Studer, CFA David Studer, CFA's Nuveen Investments Experience May 2004 - November 2008
Job VP Product Strategy and Platform Development at LPL Financial
Industry Investment Management
Experience
LPL Financial June 2012 - Present
Nuveen Investments May 2004 - November 2008
CheckFree Investment Services November 2003 - April 2004
PIMCO Advisors, Allianz Investments January 2002 - October 2003
Nicholas Applegate Capital Management June 1992 - January 2002
Education
Arizona State University
Bachelors, Corporate Finance
LPL Financial June 2012 - Present
Nuveen Investments May 2004 - November 2008
CheckFree Investment Services November 2003 - April 2004
PIMCO Advisors, Allianz Investments January 2002 - October 2003
Nicholas Applegate Capital Management June 1992 - January 2002
Education
Arizona State University
Bachelors, Corporate Finance
Deb Wetherbee Deb Wetherbee's Nuveen Investments Experience January 1993 - March 1995
Job Business Development at Asset.TV
Industry Financial Services
Experience
Asset.TV August 2012 - Present
kasina December 2008 - August 2012
Financial Research Corporation 1999 - December 2008
Natixis February 1997 - August 1999
Funds Distributor selling WEBS MSCI now iShares MSCI May 1995 - January 1997
Nuveen Investments January 1993 - March 1995
EF Educational Tours February 1991 - February 1993
Skills
Asset Managment, Investments, Financial Services, Alternative Investments, Marketing Strategy, Mutual Funds, Retirement, Portfolio Management, Bloomberg, Financial Analysis, Wealth Management, Asset Management, Relationship Management, Digital Marketing, Series 7, ETFs, Due Diligence, New Business Development, Fixed Annuities, Finance, Hedge Funds, Insurance, Leadership, Financial Modeling, Marketing, Sales, Business Strategy, Financial Advisory, Strategy, Credit, Business Development, Strategic Financial..., Competitive Analysis, Series 63, Asset Allocation, Financial Markets, Investment Management, Fixed Income, Investment Strategies, Equities, Retirement Planning, Separately Managed..., Bonds, Executive Management, Risk Management
Education
Boston University Questrom School of Business
MBA
Gettysburg College 1986 — 1990
CCHS
Asset.TV August 2012 - Present
kasina December 2008 - August 2012
Financial Research Corporation 1999 - December 2008
Natixis February 1997 - August 1999
Funds Distributor selling WEBS MSCI now iShares MSCI May 1995 - January 1997
Nuveen Investments January 1993 - March 1995
EF Educational Tours February 1991 - February 1993
Skills
Asset Managment, Investments, Financial Services, Alternative Investments, Marketing Strategy, Mutual Funds, Retirement, Portfolio Management, Bloomberg, Financial Analysis, Wealth Management, Asset Management, Relationship Management, Digital Marketing, Series 7, ETFs, Due Diligence, New Business Development, Fixed Annuities, Finance, Hedge Funds, Insurance, Leadership, Financial Modeling, Marketing, Sales, Business Strategy, Financial Advisory, Strategy, Credit, Business Development, Strategic Financial..., Competitive Analysis, Series 63, Asset Allocation, Financial Markets, Investment Management, Fixed Income, Investment Strategies, Equities, Retirement Planning, Separately Managed..., Bonds, Executive Management, Risk Management
Education
Boston University Questrom School of Business
MBA
Gettysburg College 1986 — 1990
CCHS
Ximena Cortez's Nuveen Investments Experience June 2014 - August 2014
Job Computer Science Student at Aurora University
Industry
Experience
Aurora University June 2015 - Present
Orbitz Worldwide June 2015 - August 2015
Nuveen Investments June 2014 - August 2014
Urban Alliance March 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Microsoft Office..., PowerPoint, Customer Service, Teamwork, Social Media, English, Spanish, Communication, Technology, Multi Tasking, Flexibility, Hardwork, attention to detail, Recruiting, Scanners, Fax, HTML, PHP, MySQL, Java, JavaScript, CSS
Education
Aurora University 2013 — 2017
Computer Science, Junior
Hubbard High School 2009 — 2013
High School Diploma
Aurora University June 2015 - Present
Orbitz Worldwide June 2015 - August 2015
Nuveen Investments June 2014 - August 2014
Urban Alliance March 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Microsoft Office..., PowerPoint, Customer Service, Teamwork, Social Media, English, Spanish, Communication, Technology, Multi Tasking, Flexibility, Hardwork, attention to detail, Recruiting, Scanners, Fax, HTML, PHP, MySQL, Java, JavaScript, CSS
Education
Aurora University 2013 — 2017
Computer Science, Junior
Hubbard High School 2009 — 2013
High School Diploma
Tassos Mallis Tassos Mallis's Nuveen Investments Experience September 2014 - December 2014
Job Financial Analytics & Derivatives Experienced Associate at PwC
Industry Financial Services
Experience
PwC January 2015 - Present
Nuveen Investments September 2014 - December 2014
Nuveen Investments June 2014 - August 2014
Business Consulting Services November 2012 - May 2013
Delfinakia Co. August 2009 - October 2012
Nostalghia Theater Co. August 2010 - July 2011
Education
Boston University - School of Management 2013 — 2015
Master's degree, Financial Mathematics
Athens University of Economics and Business 2006 — 2012
Bachelor's degree, Economics, Specialization: Business Economics & Finance
PwC January 2015 - Present
Nuveen Investments September 2014 - December 2014
Nuveen Investments June 2014 - August 2014
Business Consulting Services November 2012 - May 2013
Delfinakia Co. August 2009 - October 2012
Nostalghia Theater Co. August 2010 - July 2011
Education
Boston University - School of Management 2013 — 2015
Master's degree, Financial Mathematics
Athens University of Economics and Business 2006 — 2012
Bachelor's degree, Economics, Specialization: Business Economics & Finance
Scott D. Thompson Scott D. Thompson's Nuveen Investments Experience September 2011 - September 2013
Job Director, Compliance, Ethics Office at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
PIMCO September 2013 - January 2015
Nuveen Investments September 2011 - September 2013
Hartford Investment Management September 2007 - September 2011
Law Offices of Paul A. Lange, LLC May 2007 - September 2007
Law Offices of Louis Kiefer December 2006 - May 2007
Connecticut Attorney General's Office May 2006 - August 2006
Brigham Young University 2002 - 2005
Skills
Legal Research, Legal Writing, Investments, Securities, Bloomberg, Equities, Compliance, Compliance Testing, Insider Trading, Regulatory Filings, Code of Ethics, Email Surveillance, Policy Review, Alternative Investments, Mutual Funds, Investment Company Act..., Investment Advisers Act..., Securities Act of 1933, Rule 206(4)-7, Rule 38a-1
Education
The University of Connecticut School of Law 2005 — 2008
J.D., Law
Brigham Young University 2002 — 2005
BA, Political Science
Fidelity Investments January 2015 - Present
PIMCO September 2013 - January 2015
Nuveen Investments September 2011 - September 2013
Hartford Investment Management September 2007 - September 2011
Law Offices of Paul A. Lange, LLC May 2007 - September 2007
Law Offices of Louis Kiefer December 2006 - May 2007
Connecticut Attorney General's Office May 2006 - August 2006
Brigham Young University 2002 - 2005
Skills
Legal Research, Legal Writing, Investments, Securities, Bloomberg, Equities, Compliance, Compliance Testing, Insider Trading, Regulatory Filings, Code of Ethics, Email Surveillance, Policy Review, Alternative Investments, Mutual Funds, Investment Company Act..., Investment Advisers Act..., Securities Act of 1933, Rule 206(4)-7, Rule 38a-1
Education
The University of Connecticut School of Law 2005 — 2008
J.D., Law
Brigham Young University 2002 — 2005
BA, Political Science
Phil Jo Phil Jo's Nuveen Investments Experience April 2007 - October 2013
Job Financial Analyst at The Rose Hills Foundation
Industry Financial Services
Experience
The Rose Hills Foundation July 2014 - Present
Nuveen Investments April 2007 - October 2013
Tenet Healthcare April 2006 - April 2007
Western Asset Management April 2005 - April 2006
State Street Bank January 1999 - March 2005
Skills
Equities, Financial Analysis, Bonds, Analysis, Strategic Planning, Bloomberg, Mutual Funds, Hedge Funds, Fixed Income, Asset Managment, Securities, Derivatives, Asset Management, Finance, Investments, Portfolio Management, Trading, Alternative Investments, Valuation, Account Reconciliation, Banking, Asset Allocation
Education
Boston University 2001 — 2004
Graduate Certificate, Finance
University of Massachusetts Dartmouth 1994 — 1998
BS, Marketing
The Rose Hills Foundation July 2014 - Present
Nuveen Investments April 2007 - October 2013
Tenet Healthcare April 2006 - April 2007
Western Asset Management April 2005 - April 2006
State Street Bank January 1999 - March 2005
Skills
Equities, Financial Analysis, Bonds, Analysis, Strategic Planning, Bloomberg, Mutual Funds, Hedge Funds, Fixed Income, Asset Managment, Securities, Derivatives, Asset Management, Finance, Investments, Portfolio Management, Trading, Alternative Investments, Valuation, Account Reconciliation, Banking, Asset Allocation
Education
Boston University 2001 — 2004
Graduate Certificate, Finance
University of Massachusetts Dartmouth 1994 — 1998
BS, Marketing
Liz Clifford Liz Clifford's Nuveen Investments Experience April 2011 - January 2013
Job Director Advisory Consulting at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
PIMCO January 2013 - July 2015
Nuveen Investments April 2011 - January 2013
UBS Global Asset Management February 2009 - February 2010
UBS Global Asset Management October 2008 - February 2009
UBS Global Asset Management January 2006 - July 2008
UBS Global Asset Management September 2006 - June 2007
UBS Financial Services, Inc May 2004 - September 2006
UBS PaineWebber April 2001 - May 2004
Mutchler Pharmaceuticals Inc October 1999 - March 2001
Skills
Wealth Management, Investments, Marketing, Consulting, Series 7, Asset Allocation, Series 63, Fixed Income, Asset Managment, Investment Advisory, Equities, Securities, Asset Management
Education
Bucknell University 1995 — 1999
B.S, Chemical Engineering
The Ursuline School
UBS August 2015 - Present
PIMCO January 2013 - July 2015
Nuveen Investments April 2011 - January 2013
UBS Global Asset Management February 2009 - February 2010
UBS Global Asset Management October 2008 - February 2009
UBS Global Asset Management January 2006 - July 2008
UBS Global Asset Management September 2006 - June 2007
UBS Financial Services, Inc May 2004 - September 2006
UBS PaineWebber April 2001 - May 2004
Mutchler Pharmaceuticals Inc October 1999 - March 2001
Skills
Wealth Management, Investments, Marketing, Consulting, Series 7, Asset Allocation, Series 63, Fixed Income, Asset Managment, Investment Advisory, Equities, Securities, Asset Management
Education
Bucknell University 1995 — 1999
B.S, Chemical Engineering
The Ursuline School
Jeffrey Holliday Jeffrey Holliday's Nuveen Investments Experience October 2011 - October 2013
Job Senior Business Consultant at SimCorp
Industry Computer Software
Experience
SimCorp November 2013 - Present
Nuveen Investments October 2011 - October 2013
McKinley Capital Management, LLC October 2008 - April 2011
McKinley Capital Management, LLC May 2004 - October 2008
McKinley Capital Management, LLC October 2003 - May 2004
McKinley Capital Management, LLC May 2003 - October 2003
McKinley Capital Management, LLC June 2002 - May 2003
McKinley Capital Mangement, LLC August 2000 - June 2002
Skills
Finance, Bloomberg, Equity Valuation, Portfolio Management, Macro, Mandarin, Equities, Trading, Management, Asset Management, Investments, XML, Ad Hoc Reporting, Financial Risk, Securities, Analysis, Fixed Income, Tableau, Time Management, Credit
Education
Montana State University
Bachelors of Science, Business; Finance
Alaska Pacific University
Master, Business Administration; Global Finance
SimCorp November 2013 - Present
Nuveen Investments October 2011 - October 2013
McKinley Capital Management, LLC October 2008 - April 2011
McKinley Capital Management, LLC May 2004 - October 2008
McKinley Capital Management, LLC October 2003 - May 2004
McKinley Capital Management, LLC May 2003 - October 2003
McKinley Capital Management, LLC June 2002 - May 2003
McKinley Capital Mangement, LLC August 2000 - June 2002
Skills
Finance, Bloomberg, Equity Valuation, Portfolio Management, Macro, Mandarin, Equities, Trading, Management, Asset Management, Investments, XML, Ad Hoc Reporting, Financial Risk, Securities, Analysis, Fixed Income, Tableau, Time Management, Credit
Education
Montana State University
Bachelors of Science, Business; Finance
Alaska Pacific University
Master, Business Administration; Global Finance
Sarah Chodera Sarah Chodera's Nuveen Investments Experience January 2012 - Present
Job Managing Director, Head of Corporate Marketing, Brand and Advertising, Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2012 - Present
Goldman Sachs June 1997 - January 2012
Chase Vista Funds June 1996 - June 1997
AllianceBernstein December 1993 - June 1996
Kemper Financial Services 1989 - 1993
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Series 7, Series 63, Fixed Income, Marketing Strategy, Fund Of Funds, Bloomberg, Asset Management, Product Marketing, Strategy, Marketing Communications, Asset Managment, Corporate Communications, Series 24, FINRA, Financial Services, Investment Management, ETFs
Education
Carleton College
Bachelor of Arts, English Literature
University of Chicago
Master of Arts, English Literature
Nuveen Investments January 2012 - Present
Goldman Sachs June 1997 - January 2012
Chase Vista Funds June 1996 - June 1997
AllianceBernstein December 1993 - June 1996
Kemper Financial Services 1989 - 1993
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Series 7, Series 63, Fixed Income, Marketing Strategy, Fund Of Funds, Bloomberg, Asset Management, Product Marketing, Strategy, Marketing Communications, Asset Managment, Corporate Communications, Series 24, FINRA, Financial Services, Investment Management, ETFs
Education
Carleton College
Bachelor of Arts, English Literature
University of Chicago
Master of Arts, English Literature
Edward Podoksik Edward Podoksik's Nuveen Investments Experience October 2014 - Present
Job Senior Application Developer, AVP at Nuveen Investments
Industry Information Technology and Services
Experience
Nuveen Investments October 2014 - Present
Mesirow Financial May 2012 - September 2014
Northern Trust October 2011 - May 2012
CBOE February 2010 - June 2011
CBOE February 2009 - February 2010
UBS Investment Bank 2002 - 2007
Citadel Investment Group 2000 - 2002
Skills
Data Warehousing, Oracle, ETL, Data Modeling, Database Design, Databases, SQL, Unix, Architecture, Data Architecture, SQL Tuning, Erwin, Unix Shell Scripting, Microsoft SQL Server, Perl, Business Intelligence, Enterprise Architecture, Performance Tuning, Informatica, Data Warehouse..., Software Project..., Agile Methodologies, XML, PL/SQL, Team Leadership
Education
University of Chicago 2003 — 2006
MS, Financial Mathematics
Belaruski Dziarzhauny Universitet 1988 — 1993
MS, Physics
Nuveen Investments October 2014 - Present
Mesirow Financial May 2012 - September 2014
Northern Trust October 2011 - May 2012
CBOE February 2010 - June 2011
CBOE February 2009 - February 2010
UBS Investment Bank 2002 - 2007
Citadel Investment Group 2000 - 2002
Skills
Data Warehousing, Oracle, ETL, Data Modeling, Database Design, Databases, SQL, Unix, Architecture, Data Architecture, SQL Tuning, Erwin, Unix Shell Scripting, Microsoft SQL Server, Perl, Business Intelligence, Enterprise Architecture, Performance Tuning, Informatica, Data Warehouse..., Software Project..., Agile Methodologies, XML, PL/SQL, Team Leadership
Education
University of Chicago 2003 — 2006
MS, Financial Mathematics
Belaruski Dziarzhauny Universitet 1988 — 1993
MS, Physics
Adam Grazer Adam Grazer's Nuveen Investments Experience June 2015 - Present
Job Investment Analyst ~ Private Equity Associate ~ Investment Management ~ Asset Allocation ~ Risk Management
Industry Investment Management
Experience
Nuveen Investments June 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company October 2011 - May 2015
MassMutual Financial Group June 2010 - June 2011
Skills
Analysis, Financial Modeling, Finance, Investments, Strategic Financial..., Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Due Diligence, Insurance, Asset Management, Credit, Business Analysis, Market Analysis, FINRA, SEC Compliance, Business Development, Capital Structures, ESOP, Liability Management, Client Relations, Strategic Planning, Investment Strategies, Asset Valuations, Staff Training, Financial Research, Domestic Investment..., Global Investment..., Technical Investment..., salesforce.com, Morningstar, Reuters, GS Plot, Bloomberg, GS PWM Desktop, BNA Income Tax Planner, Brentmark, GoSystems, Oracle Crystal Ball, MS Office, Needs Assessment, Requirements Gathering, Client Relationship..., Asset Allocation, Mutual Funds, Fixed Income, Equities, Financial Services, Retirement Planning
Education
Arizona State University
BS, Political Science (minor in Communications)
Nuveen Investments June 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company October 2011 - May 2015
MassMutual Financial Group June 2010 - June 2011
Skills
Analysis, Financial Modeling, Finance, Investments, Strategic Financial..., Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Due Diligence, Insurance, Asset Management, Credit, Business Analysis, Market Analysis, FINRA, SEC Compliance, Business Development, Capital Structures, ESOP, Liability Management, Client Relations, Strategic Planning, Investment Strategies, Asset Valuations, Staff Training, Financial Research, Domestic Investment..., Global Investment..., Technical Investment..., salesforce.com, Morningstar, Reuters, GS Plot, Bloomberg, GS PWM Desktop, BNA Income Tax Planner, Brentmark, GoSystems, Oracle Crystal Ball, MS Office, Needs Assessment, Requirements Gathering, Client Relationship..., Asset Allocation, Mutual Funds, Fixed Income, Equities, Financial Services, Retirement Planning
Education
Arizona State University
BS, Political Science (minor in Communications)
Robert Short Robert Short's Nuveen Investments Experience September 2005 - July 2008
Job Vice President at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company September 2010 - Present
Shiny Side Up LLP April 2010 - August 2010
Allstate Insurance October 2009 - April 2010
Shiny Side Up LLP March 2009 - October 2009
Nuveen Investments September 2005 - July 2008
The Northern Trust Company 2000 - 2005
ADP / Mercer LLC 1996 - 2000
Comerica Bank 1985 - 1996
Skills
Strategic Planning, Strategy, Cross-functional Team..., Project Management, Management, Leadership, Analysis, Forecasting, Financial Modeling, Portfolio Management, Software Documentation, Investments, Human Resources, Training, Business Analysis, Customer Service, Process Improvement, Risk Management, Vendor Management, Change Management, Asset Managment, Business Process, Banking, IT Strategy, Business Process..., Business Process...
Education
University of Detroit Mercy 1991 — 1995
MBA, International Business
Central Michigan University 1980 — 1985
Bachelor of Science, Finance & MIS
The Northern Trust Company September 2010 - Present
Shiny Side Up LLP April 2010 - August 2010
Allstate Insurance October 2009 - April 2010
Shiny Side Up LLP March 2009 - October 2009
Nuveen Investments September 2005 - July 2008
The Northern Trust Company 2000 - 2005
ADP / Mercer LLC 1996 - 2000
Comerica Bank 1985 - 1996
Skills
Strategic Planning, Strategy, Cross-functional Team..., Project Management, Management, Leadership, Analysis, Forecasting, Financial Modeling, Portfolio Management, Software Documentation, Investments, Human Resources, Training, Business Analysis, Customer Service, Process Improvement, Risk Management, Vendor Management, Change Management, Asset Managment, Business Process, Banking, IT Strategy, Business Process..., Business Process...
Education
University of Detroit Mercy 1991 — 1995
MBA, International Business
Central Michigan University 1980 — 1985
Bachelor of Science, Finance & MIS
Chad Givens's Nuveen Investments Experience July 2014 - Present
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments July 2014 - Present
LPL Financial January 2013 - July 2014
Fortigent March 2010 - July 2014
Thomson Reuters October 2003 - February 2010
Collaborative Consulting February 2002 - October 2003
Bigstep November 1999 - November 2001
CBV COM 1997 - 1999
Oracle 1995 - 1997
Crystal Palace Mavericks 1994 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Wealth Management, Fixed Income, Leadership, Economics, Business Development, Investments, Investment Banking, Private Equity, Financial Services, FINRA, Mutual Funds, Investment Strategies
Education
Brown University 1989 — 1993
Bachelor of Arts (B.A.), History
Nuveen Investments July 2014 - Present
LPL Financial January 2013 - July 2014
Fortigent March 2010 - July 2014
Thomson Reuters October 2003 - February 2010
Collaborative Consulting February 2002 - October 2003
Bigstep November 1999 - November 2001
CBV COM 1997 - 1999
Oracle 1995 - 1997
Crystal Palace Mavericks 1994 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Wealth Management, Fixed Income, Leadership, Economics, Business Development, Investments, Investment Banking, Private Equity, Financial Services, FINRA, Mutual Funds, Investment Strategies
Education
Brown University 1989 — 1993
Bachelor of Arts (B.A.), History
Dexter Buck Dexter Buck's Nuveen Investments Experience January 2011 - May 2012
Job Chief Compliance Officer with Expertise in Investment Advisers Act // Investment Company Act
Industry Financial Services
Experience
Financial Engines June 2013 - Present
Piper Jaffray Investment Management August 2012 - January 2013
Nuveen Investments January 2011 - May 2012
FAF Advisors, Inc. July 2004 - December 2010
GE Private Asset Management 2002 - 2004
Capital Group 1999 - 2000
Transamerica 1997 - 1998
Janus 1992 - 1997
Skills
Securities, FINRA, Investments, Mutual Funds, Mergers, Series 24, Investment Advisory, Alternative Investments, Investment Policy..., Wealth Management, Hedge Funds, Series 7, Series 63, Asset Management, Equities, Securities Regulation, Fixed Income, Financial Services, Banking, Mergers & Acquisitions, 401k, AML, Asset Allocation, Bonds, Capital Markets, Corporate Governance, Derivatives, Due Diligence, ETFs, Financial Risk, Investment Management, Investment Strategies, Options, Portfolio Management, Retirement Planning, Risk Management, SEC, Series 6, Series 65, Trading, Uniform Combined State...
Education
Watterson College 1984 — 1985
Paralegal Studies, Advanced Litigation/Computer-Assisted Legal Research
California State University-Northridge 1976 — 1978
Bachelor of Arts, Political Science and Government
La Junta High School
Financial Engines June 2013 - Present
Piper Jaffray Investment Management August 2012 - January 2013
Nuveen Investments January 2011 - May 2012
FAF Advisors, Inc. July 2004 - December 2010
GE Private Asset Management 2002 - 2004
Capital Group 1999 - 2000
Transamerica 1997 - 1998
Janus 1992 - 1997
Skills
Securities, FINRA, Investments, Mutual Funds, Mergers, Series 24, Investment Advisory, Alternative Investments, Investment Policy..., Wealth Management, Hedge Funds, Series 7, Series 63, Asset Management, Equities, Securities Regulation, Fixed Income, Financial Services, Banking, Mergers & Acquisitions, 401k, AML, Asset Allocation, Bonds, Capital Markets, Corporate Governance, Derivatives, Due Diligence, ETFs, Financial Risk, Investment Management, Investment Strategies, Options, Portfolio Management, Retirement Planning, Risk Management, SEC, Series 6, Series 65, Trading, Uniform Combined State...
Education
Watterson College 1984 — 1985
Paralegal Studies, Advanced Litigation/Computer-Assisted Legal Research
California State University-Northridge 1976 — 1978
Bachelor of Arts, Political Science and Government
La Junta High School
Nessy Shems's Nuveen Investments Experience 1993 - 1999
Job Managing Director at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray 1999 - Present
Nuveen 1993 - 1999
Nuveen Investments 1993 - 1999
Skills
Strategic Planning
Education
Boston University 1985 — 1989
Bachelor of Arts, Biology minor in French
Piper Jaffray 1999 - Present
Nuveen 1993 - 1999
Nuveen Investments 1993 - 1999
Skills
Strategic Planning
Education
Boston University 1985 — 1989
Bachelor of Arts, Biology minor in French
Jeff Chowning Jeff Chowning's Nuveen Investments Experience May 2000 - June 2002
Job Investment Executive at Davenport & Company LLC, Financial Advisor
Industry Financial Services
Experience
Davenport & Company LLC November 2009 - Present
UBS Financial September 2002 - November 2009
Nuveen Investments May 2000 - June 2002
DLG Securities May 1999 - March 2000
Skills
Investments, Mutual Funds, Financial Planning and..., Finance, Securities, Financial Planning, Financial Advisory, Portfolio Management, Investment Strategies, Financial Services, Trading, Series 7, FINRA, Stocks, Municipal Bonds, International..., Interest Rate Risk..., Risk Management, Financial Analysis, Investment Advisory, Wealth Management, Strategic Financial...
Education
Alma College 1995 — 1999
Bachelor’s Degree
Coopersville 1991 — 1995
Davenport & Company LLC November 2009 - Present
UBS Financial September 2002 - November 2009
Nuveen Investments May 2000 - June 2002
DLG Securities May 1999 - March 2000
Skills
Investments, Mutual Funds, Financial Planning and..., Finance, Securities, Financial Planning, Financial Advisory, Portfolio Management, Investment Strategies, Financial Services, Trading, Series 7, FINRA, Stocks, Municipal Bonds, International..., Interest Rate Risk..., Risk Management, Financial Analysis, Investment Advisory, Wealth Management, Strategic Financial...
Education
Alma College 1995 — 1999
Bachelor’s Degree
Coopersville 1991 — 1995
Tanya Shattuck Tanya Shattuck's Nuveen Investments Experience March 2014 - Present
Job Operations Systems Engineer at Nuveen Investments
Industry Information Technology and Services
Experience
Nuveen Investments March 2014 - Present
IPsoft August 2013 - March 2014
DePaul University April 2011 - August 2013
Roetzel & Andress December 2008 - April 2011
Parker Hannifin August 2008 - December 2008
Avanade February 2006 - August 2008
Kompanion Financial Group 2004 - 2005
Georgia Pacific 2001 - 2004
Skills
Active Directory, Disaster Recovery, Microsoft Exchange, Windows Server, Virtualization, Enterprise Architecture, VMware, T-SQL, Windows, SharePoint, IIS, DHCP, DNS, Infrastructure, Data Center, Microsoft Technologies, System Administration, IT Management, Troubleshooting
Education
Clayton State University 1998 — 2002
Bachelor of IT, Information Technology
Kyrgyzskij Rossijskij-Slavjanskij Universitet 1996 — 1997
Mechanical Engineering
Nuveen Investments March 2014 - Present
IPsoft August 2013 - March 2014
DePaul University April 2011 - August 2013
Roetzel & Andress December 2008 - April 2011
Parker Hannifin August 2008 - December 2008
Avanade February 2006 - August 2008
Kompanion Financial Group 2004 - 2005
Georgia Pacific 2001 - 2004
Skills
Active Directory, Disaster Recovery, Microsoft Exchange, Windows Server, Virtualization, Enterprise Architecture, VMware, T-SQL, Windows, SharePoint, IIS, DHCP, DNS, Infrastructure, Data Center, Microsoft Technologies, System Administration, IT Management, Troubleshooting
Education
Clayton State University 1998 — 2002
Bachelor of IT, Information Technology
Kyrgyzskij Rossijskij-Slavjanskij Universitet 1996 — 1997
Mechanical Engineering
Benjamin Smiley's Nuveen Investments Experience June 2015 - Present
Job Internal Advisor Service Representative at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2015 - Present
Nuveen Investments June 2014 - Present
Congressman Brad Schneider (IL-10) July 2013 - August 2013
Ravinia Festival May 2011 - August 2013
Audit Technology Group May 2013 - July 2013
Skills
Series 7, Python, excel, SharePoint, Research, Auditing, Facebook, Event Planning, Music, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, People Skills, Music Production, Fundraising, Mac OS, Pro Tools, Statistics, Editing, Spanish, Microsoft Office, SharePoint Designer
Education
Bates College 2011 — 2015
Bachelor of Arts (BA), Mathematics
Lake Forest Academy 2007 — 2011
High School Diploma
Nuveen Investments June 2015 - Present
Nuveen Investments June 2014 - Present
Congressman Brad Schneider (IL-10) July 2013 - August 2013
Ravinia Festival May 2011 - August 2013
Audit Technology Group May 2013 - July 2013
Skills
Series 7, Python, excel, SharePoint, Research, Auditing, Facebook, Event Planning, Music, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, People Skills, Music Production, Fundraising, Mac OS, Pro Tools, Statistics, Editing, Spanish, Microsoft Office, SharePoint Designer
Education
Bates College 2011 — 2015
Bachelor of Arts (BA), Mathematics
Lake Forest Academy 2007 — 2011
High School Diploma
Azia J. Javier Azia J. Javier's Nuveen Investments Experience June 2013 - August 2013
Job Roc Nation & Nike
Industry Entertainment
Experience
Roc Nation July 2015 - Present
Roc Nation Sports January 2015 - Present
Nike October 2013 - Present
The Baldonado Group, P.C. September 2014 - January 2015
City Winery September 2012 - December 2013
Nuveen Investments June 2013 - August 2013
Hi-Five Sports Clubs June 2012 - August 2012
Skills
Customer Service, Teamwork, Soccer, Microsoft Excel, Windows, Microsoft Office, Microsoft Word, Public Speaking, Event Planning, Social Networking, Leadership
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
International Business
St. John's University 2014 — 2014
Finance
New York University 2013 — 2014
Sports Management
Whitney M Young Magnet High School 2009 — 2013
Roc Nation July 2015 - Present
Roc Nation Sports January 2015 - Present
Nike October 2013 - Present
The Baldonado Group, P.C. September 2014 - January 2015
City Winery September 2012 - December 2013
Nuveen Investments June 2013 - August 2013
Hi-Five Sports Clubs June 2012 - August 2012
Skills
Customer Service, Teamwork, Soccer, Microsoft Excel, Windows, Microsoft Office, Microsoft Word, Public Speaking, Event Planning, Social Networking, Leadership
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
International Business
St. John's University 2014 — 2014
Finance
New York University 2013 — 2014
Sports Management
Whitney M Young Magnet High School 2009 — 2013
David Mistretta David Mistretta's Nuveen Investments Experience February 2008 - June 2011
Job Senior Systems Administrator at Skechers
Industry Information Technology and Services
Experience
Skechers February 2014 - Present
Evolve Media, LLC June 2011 - February 2014
Nuveen Investments February 2008 - June 2011
Nuveen Investments November 2006 - February 2008
Skills
Microsoft Exchange, Active Directory, VMware, Windows Server, Disaster Recovery, DNS, Group Policy, DHCP, Powershell, Data Center, vSphere, Blackberry Enterprise..., Storage Area Networks, System Deployment, Hardware, SAN, Virtualization, VMware ESX, Cluster, HP Proliant, EMC Storage, WSUS, Storage, Windows, Technical Support, Dell PowerEdge Servers, Windows Server 2008, Windows Server 2003, Exchange Server 2010, Exchange Server 2007, Exchange Server 2003, SQL Server, Remedy, McAfee ePO, Brocade, Enterprise Vault, LANDesk, Sonicwall, SharePoint, Mac OS X, Clariion, Hitachi, Postini, Distributed File Systems, SCCM, SCDPM, WDS, HP, Windows 7, Dell PowerVault
Education
California State University, Fresno
BS, Business Administration - Information Systems Option
Skechers February 2014 - Present
Evolve Media, LLC June 2011 - February 2014
Nuveen Investments February 2008 - June 2011
Nuveen Investments November 2006 - February 2008
Skills
Microsoft Exchange, Active Directory, VMware, Windows Server, Disaster Recovery, DNS, Group Policy, DHCP, Powershell, Data Center, vSphere, Blackberry Enterprise..., Storage Area Networks, System Deployment, Hardware, SAN, Virtualization, VMware ESX, Cluster, HP Proliant, EMC Storage, WSUS, Storage, Windows, Technical Support, Dell PowerEdge Servers, Windows Server 2008, Windows Server 2003, Exchange Server 2010, Exchange Server 2007, Exchange Server 2003, SQL Server, Remedy, McAfee ePO, Brocade, Enterprise Vault, LANDesk, Sonicwall, SharePoint, Mac OS X, Clariion, Hitachi, Postini, Distributed File Systems, SCCM, SCDPM, WDS, HP, Windows 7, Dell PowerVault
Education
California State University, Fresno
BS, Business Administration - Information Systems Option
Sam Gamlieli Sam Gamlieli's Nuveen Investments Experience August 2004 - Present
Job Sr Systems & Support Analyst at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments August 2004 - Present
Skills
Market Data, Bloomberg, Fixed Income, Trading Systems, Charles River IMS, Portfolio Management, Investments, Electronic Trading, Asset Management, Trading, Asset Allocation, Securities, Equities, Derivatives, Mutual Funds, Hedge Funds, Financial Markets
Education
California State University-Northridge
Bachelor's degree, Business Administration and Management, General
Nuveen Investments August 2004 - Present
Skills
Market Data, Bloomberg, Fixed Income, Trading Systems, Charles River IMS, Portfolio Management, Investments, Electronic Trading, Asset Management, Trading, Asset Allocation, Securities, Equities, Derivatives, Mutual Funds, Hedge Funds, Financial Markets
Education
California State University-Northridge
Bachelor's degree, Business Administration and Management, General
Christopher Kuhl Christopher Kuhl's Nuveen Investments Experience February 2012 - Present
Job Assistant Vice PresidentGlobal Business Development
Industry Investment Management
Experience
Nuveen Investments February 2012 - Present
Skills
Asset Management, Equities, CRM, Alternative Investments, Investments, Mutual Funds, Asset Managment, Bloomberg, Business Development, Financial Services, Private Equity, Investment Management, Finance, Hedge Funds, Fixed Income, Venture Capital
Education
University of Illinois at Urbana-Champaign 1994 — 1998
BA, Economics & Political Science
Birkbeck, University of London 1997 — 1997
International Finance & Economics
Riverside-Brookfield High School
Nuveen Investments February 2012 - Present
Skills
Asset Management, Equities, CRM, Alternative Investments, Investments, Mutual Funds, Asset Managment, Bloomberg, Business Development, Financial Services, Private Equity, Investment Management, Finance, Hedge Funds, Fixed Income, Venture Capital
Education
University of Illinois at Urbana-Champaign 1994 — 1998
BA, Economics & Political Science
Birkbeck, University of London 1997 — 1997
International Finance & Economics
Riverside-Brookfield High School
Wes Volkman Wes Volkman's Nuveen Investments Experience November 2001 - May 2002
Job Financial Crimes Specialist II
Industry Banking
Experience
Wells Fargo July 2011 - Present
CPC Construction June 2010 - July 2011
Monsoon Booking August 2009 - June 2010
REI June 2009 - May 2010
Flowerbooking, Inc. January 2009 - April 2009
GovConnection May 2005 - December 2008
CitiFinancial July 2002 - April 2005
Nuveen Investments November 2001 - May 2002
Tower Records October 1997 - August 2000
Skills
Microsoft Excel, PowerPoint, Customer Service, Outlook, Relationship Management, Access, Networking, Account Management, Microsoft Office
Education
Berklee College of Music 2006 — 2007
Certification
Mesa Community College 1996 — 2001
Associates
Wells Fargo July 2011 - Present
CPC Construction June 2010 - July 2011
Monsoon Booking August 2009 - June 2010
REI June 2009 - May 2010
Flowerbooking, Inc. January 2009 - April 2009
GovConnection May 2005 - December 2008
CitiFinancial July 2002 - April 2005
Nuveen Investments November 2001 - May 2002
Tower Records October 1997 - August 2000
Skills
Microsoft Excel, PowerPoint, Customer Service, Outlook, Relationship Management, Access, Networking, Account Management, Microsoft Office
Education
Berklee College of Music 2006 — 2007
Certification
Mesa Community College 1996 — 2001
Associates
Roy Koppelmann (RKoppelmann@yahoo.com) Roy Koppelmann (RKoppelmann@yahoo.com)'s Nuveen Investments Experience February 2008 - August 2011
Job Data Strategy Manager at Wells Fargo Corporate Trust Services
Industry Investment Management
Experience
Wells Fargo - Corporate Trust Services December 2014 - Present
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities August 2011 - Present
Offering Business Opportunity in my on-going real estate efforts 2011 - 2014
IPM Services 2012 - 2013
Nuveen Investments February 2008 - August 2011
Deutsche Bank August 2007 - February 2008
Northern Trust January 2006 - August 2007
Fimat, Speer, Leads and Kellogg February 2003 - February 2006
Chicago Stock Exchange 1999 - 2002
Skills
Sybase, Fixed Income, Derivatives, Equities, Trading Systems, SDLC, Financial Services, Trading, Asset Management, Investment Banking, Portfolio Management, Investment Management, Business Analysis, Analysis, Investments, Microsoft SQL Server, Requirements Gathering, Securities, Equity Trading, Integration, Business Process, Risk Management, Hedge Funds
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2006 — 2009
Law
Northwestern University
BS, Economics GPA 3.75 w/ Honors
DePaul University 1998 — 1999
Certificate, Computer Netwoks and Telecommunications
Wells Fargo - Corporate Trust Services December 2014 - Present
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities August 2011 - Present
Offering Business Opportunity in my on-going real estate efforts 2011 - 2014
IPM Services 2012 - 2013
Nuveen Investments February 2008 - August 2011
Deutsche Bank August 2007 - February 2008
Northern Trust January 2006 - August 2007
Fimat, Speer, Leads and Kellogg February 2003 - February 2006
Chicago Stock Exchange 1999 - 2002
Skills
Sybase, Fixed Income, Derivatives, Equities, Trading Systems, SDLC, Financial Services, Trading, Asset Management, Investment Banking, Portfolio Management, Investment Management, Business Analysis, Analysis, Investments, Microsoft SQL Server, Requirements Gathering, Securities, Equity Trading, Integration, Business Process, Risk Management, Hedge Funds
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2006 — 2009
Law
Northwestern University
BS, Economics GPA 3.75 w/ Honors
DePaul University 1998 — 1999
Certificate, Computer Netwoks and Telecommunications
Daniel Nyhan's Nuveen Investments Experience March 2014 - July 2015
Job SaleLeaseback Capital
Industry Financial Services
Experience
Mesirow Financial July 2015 - Present
Nuveen Investments March 2014 - July 2015
Nuveen Investments April 2010 - March 2014
Nuveen Investments September 2008 - April 2010
Nuveen Investments May 2007 - August 2007
Skills
Securities, Portfolio Management, Mutual Funds, Asset Allocation, Investment Management, Bonds, Series 7, Wealth Management, Asset Managment, Valuation, Investments, Bloomberg, Fixed Income, Financial Analysis, Banking
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
Miami University 2004 — 2008
B.S., Finance
Cass Business School 2007 — 2007
B.S., International Finance
Mesirow Financial July 2015 - Present
Nuveen Investments March 2014 - July 2015
Nuveen Investments April 2010 - March 2014
Nuveen Investments September 2008 - April 2010
Nuveen Investments May 2007 - August 2007
Skills
Securities, Portfolio Management, Mutual Funds, Asset Allocation, Investment Management, Bonds, Series 7, Wealth Management, Asset Managment, Valuation, Investments, Bloomberg, Fixed Income, Financial Analysis, Banking
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
Miami University 2004 — 2008
B.S., Finance
Cass Business School 2007 — 2007
B.S., International Finance
Elsy Galdamez's Nuveen Investments Experience January 2015 - Present
Job AVP, Manager Enterprise Client Reporting at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2015 - Present
Nuveen Investments 2012 - Present
Skills
Financial Analysis, Marketing, Finance, Customer Service, Leadership, Sales, Portfolio Management, Asset Management, Strategy, Bloomberg, SimCorp Dimension, CORIC, FactSet, Financial Information..., System Conversion, System Implementations, Data Warehousing, Data Management, Charles River IMS, Vendor Management, Performance Measurement, Process Improvement, Operations Management, IT Operations
Education
California State University-Northridge
Bachelor’s Degree, Accounting and Finance
Nuveen Investments January 2015 - Present
Nuveen Investments 2012 - Present
Skills
Financial Analysis, Marketing, Finance, Customer Service, Leadership, Sales, Portfolio Management, Asset Management, Strategy, Bloomberg, SimCorp Dimension, CORIC, FactSet, Financial Information..., System Conversion, System Implementations, Data Warehousing, Data Management, Charles River IMS, Vendor Management, Performance Measurement, Process Improvement, Operations Management, IT Operations
Education
California State University-Northridge
Bachelor’s Degree, Accounting and Finance
Stuart Cohen Stuart Cohen's Nuveen Investments Experience 2002 - Present
Job Managing Director, Legal at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments 2002 - Present
Credit Suisse Asset Management 1999 - 2002
Warburg Pincus Asset Management 1997 - 1999
Gordon Altman Butowsky Weitzen Shalov & Wein 1995 - 1997
Skills
Hedge Funds, Trading, Asset Management, Investments, Mergers, Securities, Due Diligence, Compliance, Equities, Alternative Investments, Fixed Income, Mutual Funds, Institutional Investors, 1940 Act, Investment Advisory, Investment Advisers Act, ERISA, UCITS, Fund Of Funds, Asset Allocation, Capital Markets, Institutional..., Asset Managment, Private Placements, Mergers & Acquisitions, Investment Management, Emerging Markets, Financial Advisory, Investment Strategies, Investment Company Act, ETFs, FINRA
Education
Boston University School of Law 1992 — 1995
JD, cum laude,
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BA, with honors
Nuveen Investments 2002 - Present
Credit Suisse Asset Management 1999 - 2002
Warburg Pincus Asset Management 1997 - 1999
Gordon Altman Butowsky Weitzen Shalov & Wein 1995 - 1997
Skills
Hedge Funds, Trading, Asset Management, Investments, Mergers, Securities, Due Diligence, Compliance, Equities, Alternative Investments, Fixed Income, Mutual Funds, Institutional Investors, 1940 Act, Investment Advisory, Investment Advisers Act, ERISA, UCITS, Fund Of Funds, Asset Allocation, Capital Markets, Institutional..., Asset Managment, Private Placements, Mergers & Acquisitions, Investment Management, Emerging Markets, Financial Advisory, Investment Strategies, Investment Company Act, ETFs, FINRA
Education
Boston University School of Law 1992 — 1995
JD, cum laude,
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BA, with honors
Julianne Shearer's Nuveen Investments Experience September 2015 - Present
Job Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments September 2015 - Present
Kastner & Partners July 2015 - September 2015
BeCore September 2014 - January 2015
Stanford University June 2014 - August 2014
Comcast SportsNet Bay Area April 2013 - September 2013
Red Bull June 2012 - May 2013
Red Bull June 2011 - October 2011
Skills
Content Strategy, Events Coordination, Ideation, Social Media, Action Sports, Planning & Organizing..., Creative Strategy, Social Media Marketing, Editing, Abstract Paintings, Marketing, Sports, Time Management, Press Releases, Social Networking, Blogging, Always Willing to Learn, Logistics, Marketing Communications, Creative Direction, Digital Photography, PowerPoint, Facebook, Public Speaking, Photoshop, Microsoft Word, YouTube, Avid, Team Leadership, Advertising, Art, Brand Awareness, Avid Media Composer, Digital Media, Sponsorship, Storytelling, Entertainment, Instagram, Final Cut Pro, Creative Writing, Positivity, Avid Interplay Assist, Google Apps, Persuasive Presentation..., Television News..., Contemporary Art, Visual Design, Presentation Design, Written & Oral..., Microsoft Office
Education
Chapman University 2010 — 2014
Bachelor of Arts (BA), Communication and Media Studies
Chapman University 2010 — 2014
Nuveen Investments September 2015 - Present
Kastner & Partners July 2015 - September 2015
BeCore September 2014 - January 2015
Stanford University June 2014 - August 2014
Comcast SportsNet Bay Area April 2013 - September 2013
Red Bull June 2012 - May 2013
Red Bull June 2011 - October 2011
Skills
Content Strategy, Events Coordination, Ideation, Social Media, Action Sports, Planning & Organizing..., Creative Strategy, Social Media Marketing, Editing, Abstract Paintings, Marketing, Sports, Time Management, Press Releases, Social Networking, Blogging, Always Willing to Learn, Logistics, Marketing Communications, Creative Direction, Digital Photography, PowerPoint, Facebook, Public Speaking, Photoshop, Microsoft Word, YouTube, Avid, Team Leadership, Advertising, Art, Brand Awareness, Avid Media Composer, Digital Media, Sponsorship, Storytelling, Entertainment, Instagram, Final Cut Pro, Creative Writing, Positivity, Avid Interplay Assist, Google Apps, Persuasive Presentation..., Television News..., Contemporary Art, Visual Design, Presentation Design, Written & Oral..., Microsoft Office
Education
Chapman University 2010 — 2014
Bachelor of Arts (BA), Communication and Media Studies
Chapman University 2010 — 2014
Andrea Xia Andrea Xia's Nuveen Investments Experience June 2012 - August 2012
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2015 - Present
PNC February 2013 - March 2015
Nuveen Investments June 2012 - August 2012
Zurich Insurance Company Ltd June 2009 - August 2009
Skills
Credit Risk, Market Risk, Trading, Valuation, Fixed Income, Risk Management, Bloomberg, Quantitative Analytics, Financial Modeling, Financial Analysis, Derivatives, VBA
Education
Boston University Graduate School of Management 2011 — 2013
Master of Science, Mathematical Finance
Wuhan University 2007 — 2011
Bachelors, Financial Engineering
JPMorgan Chase & Co. April 2015 - Present
PNC February 2013 - March 2015
Nuveen Investments June 2012 - August 2012
Zurich Insurance Company Ltd June 2009 - August 2009
Skills
Credit Risk, Market Risk, Trading, Valuation, Fixed Income, Risk Management, Bloomberg, Quantitative Analytics, Financial Modeling, Financial Analysis, Derivatives, VBA
Education
Boston University Graduate School of Management 2011 — 2013
Master of Science, Mathematical Finance
Wuhan University 2007 — 2011
Bachelors, Financial Engineering
Junyan Ni Junyan Ni's Nuveen Investments Experience June 2011 - July 2011
Job Risk Assurance Senior at Ernst & Young
Industry Accounting
Experience
Ernst & Young July 2012 - Present
Nuveen Investments June 2011 - July 2011
Central Michigan University August 2009 - May 2011
Skills
Accounting, Managerial Finance, Project Management, Research, Entrepreneurship, Business Statistics, Data Analytics, Investments, Presentations, Financial Risk..., Personal Development, Internal Controls, IT Risk Management, Microsoft Excel, Microsoft Office
Education
Central Michigan University 2008 — 2012
Bachelor of Science, Business Administration, Finance & Accounting (Summa Cum Laude), 3.95
Ernst & Young July 2012 - Present
Nuveen Investments June 2011 - July 2011
Central Michigan University August 2009 - May 2011
Skills
Accounting, Managerial Finance, Project Management, Research, Entrepreneurship, Business Statistics, Data Analytics, Investments, Presentations, Financial Risk..., Personal Development, Internal Controls, IT Risk Management, Microsoft Excel, Microsoft Office
Education
Central Michigan University 2008 — 2012
Bachelor of Science, Business Administration, Finance & Accounting (Summa Cum Laude), 3.95
Ivan M. Illán, CFS's Nuveen Investments Experience September 1996 - April 2000
Job Founder, Aligne Wealth LLC; Board Chair, Step Up on Second, Inc; Partner, MOCA, LA
Industry Financial Services
Experience
Aligne Wealth Preservation & Insurance Services, LLC January 2005 - Present
Fisher Investments July 2004 - January 2005
MingConsulting Group, Inc. April 2000 - July 2004
Nuveen Investments September 1996 - April 2000
Skills
Securities, Management, Retirement Planning, Mutual Funds, Wealth Management, Series 7, Series 63, Asset Managment, Investments, Asset Allocation, Life Insurance, Asset Management, Estate Planning, Financial Advisory, Strategic Financial..., Investment Management, Wealth, Wealth Management..., Mergers & Acquisitions, Fixed Annuities, Retirement, Insurance, Employee Benefits, FINRA, Investment Banking, Portfolio Management, 401k, Whole Life, Trusts, Trust Services, Retirement Plan..., Valuation, Financial Planning
Education
Boston College 1992 — 1996
Bachelor of Science (B.S.), Finance
Boston College 1992 — 1996
Bachelor of Arts (B.A.), Philosophy
Aligne Wealth Preservation & Insurance Services, LLC January 2005 - Present
Fisher Investments July 2004 - January 2005
MingConsulting Group, Inc. April 2000 - July 2004
Nuveen Investments September 1996 - April 2000
Skills
Securities, Management, Retirement Planning, Mutual Funds, Wealth Management, Series 7, Series 63, Asset Managment, Investments, Asset Allocation, Life Insurance, Asset Management, Estate Planning, Financial Advisory, Strategic Financial..., Investment Management, Wealth, Wealth Management..., Mergers & Acquisitions, Fixed Annuities, Retirement, Insurance, Employee Benefits, FINRA, Investment Banking, Portfolio Management, 401k, Whole Life, Trusts, Trust Services, Retirement Plan..., Valuation, Financial Planning
Education
Boston College 1992 — 1996
Bachelor of Science (B.S.), Finance
Boston College 1992 — 1996
Bachelor of Arts (B.A.), Philosophy
Michael Deer, JD, MBA Michael Deer, JD, MBA's Nuveen Investments Experience May 2007 - April 2009
Job Global Privacy Counsel / Chief Privacy Officer
Industry Pharmaceuticals
Experience
Baxalta August 2015 - Present
Western Digital Corporation August 2014 - June 2015
Sears Holdings Corporation April 2009 - August 2014
Practising Law Institute 2012 - 2012
Nuveen Investments May 2007 - April 2009
United Airlines September 1999 - May 2007
kraft foods 1995 - 1999
Peoples Energy 1987 - 1995
Skills
Information Security, Corporate Law, Online Privacy, Privacy Compliance, Privacy Regulations, Privacy Protection, Privacy Act, Privacy Issues, Privacy Policies, Privacy Law, Security, IT Strategy, Data Security, Data Privacy, Computer Security, Network Security, Contract Negotiation, Information Technology, PCI DSS, Information Security..., HIPAA, Computer Law, E-commerce, Vendor Management, Incident Response, Computer Forensics, Business Continuity, Privacy, Risk Management, Disaster Recovery, Risk Assessment, Penetration Testing, Compliance, Behavioral Targeting, Governance, CISSP, Enterprise Software, IT Audit, IT Management, Vulnerability Assessment, GLBA, Sarbanes-Oxley Act, Firewalls, Business Continuity..., Enterprise Risk..., Security Audits, IT Operations, Networking, IT contract negotiation, Infrastructure
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1992 — 1997
JD, Law
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Management Information Systems, General
DePaul University 1984 — 1987
BS, Computer Science
Baxalta August 2015 - Present
Western Digital Corporation August 2014 - June 2015
Sears Holdings Corporation April 2009 - August 2014
Practising Law Institute 2012 - 2012
Nuveen Investments May 2007 - April 2009
United Airlines September 1999 - May 2007
kraft foods 1995 - 1999
Peoples Energy 1987 - 1995
Skills
Information Security, Corporate Law, Online Privacy, Privacy Compliance, Privacy Regulations, Privacy Protection, Privacy Act, Privacy Issues, Privacy Policies, Privacy Law, Security, IT Strategy, Data Security, Data Privacy, Computer Security, Network Security, Contract Negotiation, Information Technology, PCI DSS, Information Security..., HIPAA, Computer Law, E-commerce, Vendor Management, Incident Response, Computer Forensics, Business Continuity, Privacy, Risk Management, Disaster Recovery, Risk Assessment, Penetration Testing, Compliance, Behavioral Targeting, Governance, CISSP, Enterprise Software, IT Audit, IT Management, Vulnerability Assessment, GLBA, Sarbanes-Oxley Act, Firewalls, Business Continuity..., Enterprise Risk..., Security Audits, IT Operations, Networking, IT contract negotiation, Infrastructure
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1992 — 1997
JD, Law
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Management Information Systems, General
DePaul University 1984 — 1987
BS, Computer Science
Maureen Jesuthasan,ITIL Expert Maureen Jesuthasan,ITIL Expert's Nuveen Investments Experience April 2011 - December 2014
Job
Industry Information Technology and Services
Experience
EMC January 2015 - Present
Nuveen Investments April 2011 - December 2014
Pactiv Corporation December 2002 - February 2011
U.S. Cellular July 2002 - November 2002
Arthur Andersen, LLC July 2001 - June 2002
NetEffect Corporation May 1999 - July 2001
Accenture September 1997 - May 1999
INVESCO Retirement Plan Services January 1996 - January 1997
CIGNA Health Care of Georgia January 1994 - January 1996
Skills
IT Strategy, IT Service Management, ITIL, Program Management, Operations Management, Optimization, Cost, IT Management, Service Management, IT Operations, Change Management, Vendor Management, PMO, Incident Management, Service Desk, Business Alignment, IT Transformation, Strategic Planning, People Management, Service Improvement, Process Engineering, Governance, Process Improvement, Team Building, BMC Remedy, Business Strategy, Team Leadership, IT Financial Management, Cross-functional Team..., Business Process..., IT Governance, Service Delivery, Enterprise Software, Management, Leadership, Business Process, Data Center, Information Technology, Strategy, Telecommunications, Team Management, Project Portfolio..., Project Planning, Integration, Enterprise Architecture, PRINCE2, Testing
Education
Berry College 1990 — 1991
Bachelor of Science, Psychology & English
Pink Elephant (PRINCE2) 2011 — 2011
Projects in Controlled Environments (PRINCE2)
Pink Elephant (ITIL) 2007 — 2011
ITIL Expert, Information Technology Infrastructure Library (ITIL)
CMMI Institute- Carnegie Mellon University 2015 — 2015
CMMI Associate, Capability Maturity Model Integration (CMMI)
Pink Elephant (Lean IT) 2015 — 2015
Lean IT Foundations, Lean IT Foundations: Using Lean Principles For Continual Service Improvement
EMC January 2015 - Present
Nuveen Investments April 2011 - December 2014
Pactiv Corporation December 2002 - February 2011
U.S. Cellular July 2002 - November 2002
Arthur Andersen, LLC July 2001 - June 2002
NetEffect Corporation May 1999 - July 2001
Accenture September 1997 - May 1999
INVESCO Retirement Plan Services January 1996 - January 1997
CIGNA Health Care of Georgia January 1994 - January 1996
Skills
IT Strategy, IT Service Management, ITIL, Program Management, Operations Management, Optimization, Cost, IT Management, Service Management, IT Operations, Change Management, Vendor Management, PMO, Incident Management, Service Desk, Business Alignment, IT Transformation, Strategic Planning, People Management, Service Improvement, Process Engineering, Governance, Process Improvement, Team Building, BMC Remedy, Business Strategy, Team Leadership, IT Financial Management, Cross-functional Team..., Business Process..., IT Governance, Service Delivery, Enterprise Software, Management, Leadership, Business Process, Data Center, Information Technology, Strategy, Telecommunications, Team Management, Project Portfolio..., Project Planning, Integration, Enterprise Architecture, PRINCE2, Testing
Education
Berry College 1990 — 1991
Bachelor of Science, Psychology & English
Pink Elephant (PRINCE2) 2011 — 2011
Projects in Controlled Environments (PRINCE2)
Pink Elephant (ITIL) 2007 — 2011
ITIL Expert, Information Technology Infrastructure Library (ITIL)
CMMI Institute- Carnegie Mellon University 2015 — 2015
CMMI Associate, Capability Maturity Model Integration (CMMI)
Pink Elephant (Lean IT) 2015 — 2015
Lean IT Foundations, Lean IT Foundations: Using Lean Principles For Continual Service Improvement
Jon Throndson Jon Throndson's Nuveen Investments Experience July 2013 - Present
Job AVP Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2013 - Present
Nuveen Investments January 2011 - Present
FAF Advisors October 2007 - December 2010
Raymond James Financial Inc. March 2005 - October 2007
Edward Jones November 2001 - March 2005
Morgan Stanley October 2000 - November 2001
The Schwan Food Company January 1995 - October 2000
Skills
Series 7, Separately Managed..., Mutual Funds, Series 66, Series 63, Asset Allocation, Series 65, Alternative Investments, Securities, Wealth Management, Investment Advisory, Investment Strategies, Uniform Combined State..., Investments
Education
Capella University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, Specialization in Finance
University of Northern Iowa 1989 — 1990
Finance
Nuveen Investments July 2013 - Present
Nuveen Investments January 2011 - Present
FAF Advisors October 2007 - December 2010
Raymond James Financial Inc. March 2005 - October 2007
Edward Jones November 2001 - March 2005
Morgan Stanley October 2000 - November 2001
The Schwan Food Company January 1995 - October 2000
Skills
Series 7, Separately Managed..., Mutual Funds, Series 66, Series 63, Asset Allocation, Series 65, Alternative Investments, Securities, Wealth Management, Investment Advisory, Investment Strategies, Uniform Combined State..., Investments
Education
Capella University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, Specialization in Finance
University of Northern Iowa 1989 — 1990
Finance
Kristyna Muñoz Kristyna Muñoz's Nuveen Investments Experience March 2011 - Present
Job Corporate Communications & Media Relations at Nuveen Investments
Industry Public Relations and Communications
Experience
Nuveen Investments March 2011 - Present
Nuveen Investments July 2008 - March 2011
Public Communications, Inc February 2007 - July 2008
Skills
Media Relations, Public Relations, Crisis Communications, Internal Communications, Press Releases, Non-profits, Community Outreach, Strategic Communications, Marketing Communications, Social Media, Integrated Marketing, Social Media Marketing, Copywriting, Editing, Management, Newsletters, Digital Marketing, Blogging, Event Management, Corporate Communications, Creative Direction, Nonprofits, Strategy, Copy Editing, Email Marketing, Training
Education
DePaul University 2005 — 2007
2007Master of Arts, Public Relations; Advertising
Baylor University
2005Bachelor of Arts, Journalism and Public Relations
Nuveen Investments March 2011 - Present
Nuveen Investments July 2008 - March 2011
Public Communications, Inc February 2007 - July 2008
Skills
Media Relations, Public Relations, Crisis Communications, Internal Communications, Press Releases, Non-profits, Community Outreach, Strategic Communications, Marketing Communications, Social Media, Integrated Marketing, Social Media Marketing, Copywriting, Editing, Management, Newsletters, Digital Marketing, Blogging, Event Management, Corporate Communications, Creative Direction, Nonprofits, Strategy, Copy Editing, Email Marketing, Training
Education
DePaul University 2005 — 2007
2007Master of Arts, Public Relations; Advertising
Baylor University
2005Bachelor of Arts, Journalism and Public Relations
Kyle Jacobs's Nuveen Investments Experience June 2011 - August 2011
Job Analyst at Huron Consulting Group
Industry Hospital & Health Care
Experience
Huron Consulting Group February 2014 - August 2015
Aon Benfield June 2012 - January 2014
Carleton College September 2008 - June 2012
Carleton College August 2008 - June 2012
Nuveen Investments June 2011 - August 2011
Lincoln Financial Advisors January 2011 - March 2011
Skills
Microsoft Excel, Microsoft SQL Server, Public Speaking, Microsoft Office, Research, Stata, Bloomberg, Microsoft Word, Editing, Statistics, S-Plus
Education
University of Warwick - Warwick Business School 2015 — 2016
Master of Business Administration (MBA)
Carleton College 2008 — 2012
BA, Economics and Spanish
Cambridge University
University School of Milwaukee
Huron Consulting Group February 2014 - August 2015
Aon Benfield June 2012 - January 2014
Carleton College September 2008 - June 2012
Carleton College August 2008 - June 2012
Nuveen Investments June 2011 - August 2011
Lincoln Financial Advisors January 2011 - March 2011
Skills
Microsoft Excel, Microsoft SQL Server, Public Speaking, Microsoft Office, Research, Stata, Bloomberg, Microsoft Word, Editing, Statistics, S-Plus
Education
University of Warwick - Warwick Business School 2015 — 2016
Master of Business Administration (MBA)
Carleton College 2008 — 2012
BA, Economics and Spanish
Cambridge University
University School of Milwaukee
Nicholas Gauen Nicholas Gauen's Nuveen Investments Experience December 2009 - March 2011
Job Northwest US & Canada Regional Sales Manager Centrix
Industry Medical Devices
Experience
ZocDoc October 2014 - February 2015
ZocDoc March 2014 - February 2015
ZocDoc November 2013 - April 2014
Yelp October 2011 - November 2013
Guggenheim Investments January 2011 - November 2011
Chicago-Nautical.com April 2010 - September 2011
Nuveen Investments December 2009 - March 2011
Morgan Stanley Investment Management August 2008 - January 2010
Red Bull May 2005 - September 2008
Baynote Inc September 2006 - June 2007
Skills
Strategy, Sales, Marketing, Leadership, Salesforce.com, Mutual Funds, Asset Management, Direct Sales, Sales Presentations, Capital Markets, Fixed Income, Social Networking, Enterprise Software, Online Advertising, Social Media Marketing, Online Marketing, ETFs, Public Speaking, Guerrilla Marketing, Brand Management, Digital Marketing, Management, Asset Managment, Closed-end Funds, Brand Development, Marketing Communications, Medical Sales, Project Management, Coaching, Brand Developement, High-Impact Sales..., Software Solution Sales, Creative Writer, Building Relationships, Dental Sales, Reputation Management, Business Coaching, Product Launch, Market Penetration, Non-profit Program..., Brand Awareness, SaaS, SEM, Google Adwords, SEO, Medical Devices, Healthcare Consulting, Patient Satisfaction
Education
Seattle Prep
Santa Clara University - Leavey School of Business
Finance, English
Carleton College
ZocDoc October 2014 - February 2015
ZocDoc March 2014 - February 2015
ZocDoc November 2013 - April 2014
Yelp October 2011 - November 2013
Guggenheim Investments January 2011 - November 2011
Chicago-Nautical.com April 2010 - September 2011
Nuveen Investments December 2009 - March 2011
Morgan Stanley Investment Management August 2008 - January 2010
Red Bull May 2005 - September 2008
Baynote Inc September 2006 - June 2007
Skills
Strategy, Sales, Marketing, Leadership, Salesforce.com, Mutual Funds, Asset Management, Direct Sales, Sales Presentations, Capital Markets, Fixed Income, Social Networking, Enterprise Software, Online Advertising, Social Media Marketing, Online Marketing, ETFs, Public Speaking, Guerrilla Marketing, Brand Management, Digital Marketing, Management, Asset Managment, Closed-end Funds, Brand Development, Marketing Communications, Medical Sales, Project Management, Coaching, Brand Developement, High-Impact Sales..., Software Solution Sales, Creative Writer, Building Relationships, Dental Sales, Reputation Management, Business Coaching, Product Launch, Market Penetration, Non-profit Program..., Brand Awareness, SaaS, SEM, Google Adwords, SEO, Medical Devices, Healthcare Consulting, Patient Satisfaction
Education
Seattle Prep
Santa Clara University - Leavey School of Business
Finance, English
Carleton College
Lisa Carestia Lisa Carestia's Nuveen Investments Experience March 2012 - Present
Job Vice President, Assistant General Counsel
Industry Investment Management
Experience
Nuveen Investments March 2012 - Present
Nuveen Investments April 2010 - March 2012
Northern Trust September 2009 - April 2010
Calamos Investments May 2004 - March 2009
Skills
Investment Advisers Act, Investment Company Act, Software License..., Corporate Law, Corporate Real Estate, UCITS, Separately Managed..., Animal Law, Real Estate Transactions, Derivatives, ISDA negotiations, Securities Exchange Act..., Securities Act of 1933, Compliance, Mutual Funds, Investments, Equities, Financial Services, Investment Advisory, Risk Management, Securities, Investment Management, FINRA, Rule 144, Securities Regulation, Legal Writing, Bonds, Fixed Income, Animal Welfare, Animal Rights, Information Technology, IT Outsourcing, IT contract negotiation, Asset Management
Education
Northern Illinois University College of Law 2002 — 2005
JD, magna cum laude
Auburn University 2000 — 2002
Business, Concentration in Finance
Nuveen Investments March 2012 - Present
Nuveen Investments April 2010 - March 2012
Northern Trust September 2009 - April 2010
Calamos Investments May 2004 - March 2009
Skills
Investment Advisers Act, Investment Company Act, Software License..., Corporate Law, Corporate Real Estate, UCITS, Separately Managed..., Animal Law, Real Estate Transactions, Derivatives, ISDA negotiations, Securities Exchange Act..., Securities Act of 1933, Compliance, Mutual Funds, Investments, Equities, Financial Services, Investment Advisory, Risk Management, Securities, Investment Management, FINRA, Rule 144, Securities Regulation, Legal Writing, Bonds, Fixed Income, Animal Welfare, Animal Rights, Information Technology, IT Outsourcing, IT contract negotiation, Asset Management
Education
Northern Illinois University College of Law 2002 — 2005
JD, magna cum laude
Auburn University 2000 — 2002
Business, Concentration in Finance
Ryan M. Pearce Ryan M. Pearce's Nuveen Investments Experience March 2014 - January 2015
Job Sr. Business Analyst / Consultant
Industry Investment Management
Experience
Northern Trust Corporation March 2015 - Present
Currently open to new opportunities, Pearce Consulting Group January 2015 - March 2015
Nuveen Investments March 2014 - January 2015
Northern Trust Global Investments January 2012 - April 2014
Northern Trust Global Investments February 2011 - September 2012
William Blair & Company, LLC November 2009 - January 2010
William Blair June 2006 - November 2009
William Blair November 2005 - June 2006
William Blair & Company November 2005 - May 2006
Iowa Grain Company August 2004 - November 2005
Skills
Asset Managment, Portfolio Management, Investments, Equities, Financial Analysis, Financial Modeling, Securities, Derivatives, Risk Management, Fixed Income, SDLC, Project Management, Series 7, Trading Systems, Investment Strategies, Strategy, Middle Office, Investment Management, Business Strategy, Strategic Planning, Process Improvement, Integration, SQL, Vendor Management, Databases, Business Analysis, Technical Analysis, Asset Management, Finance, Analysis, Program Management, Valuation, Management, Bloomberg, Mergers & Acquisitions, Options, Business Planning, Business Process..., IT Strategy, Equity Derivatives, Business Intelligence, Oracle, Business Requirements, Management Consulting, Financial Markets, Trading, Mutual Funds, Financial Services, Entrepreneurship, Corporate Actions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2010
Masters, Business Administration; Management
Benedictine University 2001 — 2005
BBA, Finance, Accounting
Lockport Township High School 2000 — 2001
General
Marist, Chicago 1997 — 2000
General
Owen Scholastic Academy: 8247 South Christiana Ave, Chicago, IL 60652 : 1987 – 1997 1987 — 1997
A+
Northern Trust Corporation March 2015 - Present
Currently open to new opportunities, Pearce Consulting Group January 2015 - March 2015
Nuveen Investments March 2014 - January 2015
Northern Trust Global Investments January 2012 - April 2014
Northern Trust Global Investments February 2011 - September 2012
William Blair & Company, LLC November 2009 - January 2010
William Blair June 2006 - November 2009
William Blair November 2005 - June 2006
William Blair & Company November 2005 - May 2006
Iowa Grain Company August 2004 - November 2005
Skills
Asset Managment, Portfolio Management, Investments, Equities, Financial Analysis, Financial Modeling, Securities, Derivatives, Risk Management, Fixed Income, SDLC, Project Management, Series 7, Trading Systems, Investment Strategies, Strategy, Middle Office, Investment Management, Business Strategy, Strategic Planning, Process Improvement, Integration, SQL, Vendor Management, Databases, Business Analysis, Technical Analysis, Asset Management, Finance, Analysis, Program Management, Valuation, Management, Bloomberg, Mergers & Acquisitions, Options, Business Planning, Business Process..., IT Strategy, Equity Derivatives, Business Intelligence, Oracle, Business Requirements, Management Consulting, Financial Markets, Trading, Mutual Funds, Financial Services, Entrepreneurship, Corporate Actions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2010
Masters, Business Administration; Management
Benedictine University 2001 — 2005
BBA, Finance, Accounting
Lockport Township High School 2000 — 2001
General
Marist, Chicago 1997 — 2000
General
Owen Scholastic Academy: 8247 South Christiana Ave, Chicago, IL 60652 : 1987 – 1997 1987 — 1997
A+
Steve Wilensky, PMP, MBA Steve Wilensky, PMP, MBA's Nuveen Investments Experience July 2013 - February 2014
Job Project Management Consultant at CNA Insurance
Industry Information Technology and Services
Experience
CNA Insurance March 2014 - Present
Nuveen Investments July 2013 - February 2014
Northern Trust October 2012 - July 2013
Nuveen Investments May 2011 - September 2012
American Medical Association April 2008 - April 2011
Discover Financial Services July 2004 - April 2008
CABLE & WIRELESS (formerly EXODUS) January 1999 - January 2004
TDI, INC January 1997 - January 1999
FLUOR DANIEL TELECOM January 1996 - January 1997
CARAWAY COMMUNICATIONS January 1995 - January 1996
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Business Admin
California Institute of Technology 1990 — 1994
Bachelor of Science, Engineering and Applied Science
Illinois Math and Science Academy 1987 — 1990
CNA Insurance March 2014 - Present
Nuveen Investments July 2013 - February 2014
Northern Trust October 2012 - July 2013
Nuveen Investments May 2011 - September 2012
American Medical Association April 2008 - April 2011
Discover Financial Services July 2004 - April 2008
CABLE & WIRELESS (formerly EXODUS) January 1999 - January 2004
TDI, INC January 1997 - January 1999
FLUOR DANIEL TELECOM January 1996 - January 1997
CARAWAY COMMUNICATIONS January 1995 - January 1996
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Business Admin
California Institute of Technology 1990 — 1994
Bachelor of Science, Engineering and Applied Science
Illinois Math and Science Academy 1987 — 1990
Ethan Hussong Ethan Hussong's Nuveen Investments Experience June 2013 - July 2014
Job IT Systems Engineer at Village of Northbrook
Industry Information Technology and Services
Experience
Village of Northbrook August 2014 - Present
Nuveen Investments June 2013 - July 2014
Reyes Holdings June 2011 - June 2013
Concord Healthcare October 2010 - May 2011
PepsiCo Americas Foods May 2010 - October 2010
American TV February 2006 - May 2010
Fry's Electronics 2004 - 2005
Skills
Network Administration, Linux Desktop, Remote Desktop, Desktop Application..., Wireless Networking, Data Center, Training, Leadership, Virtualization, Servers, Citrix, Networking, Network Engineering, Software Documentation, Databases, SharePoint, Windows 7, Integration, Troubleshooting, Active Directory, Disaster Recovery, VMware, System Administration, Technical Support, Cisco Technologies, Information Technology
Education
American InterContinental University 2008 — 2011
Bachelor of Information Technology, Networks
Madison Area Technical College 2008 — 2008
Village of Northbrook August 2014 - Present
Nuveen Investments June 2013 - July 2014
Reyes Holdings June 2011 - June 2013
Concord Healthcare October 2010 - May 2011
PepsiCo Americas Foods May 2010 - October 2010
American TV February 2006 - May 2010
Fry's Electronics 2004 - 2005
Skills
Network Administration, Linux Desktop, Remote Desktop, Desktop Application..., Wireless Networking, Data Center, Training, Leadership, Virtualization, Servers, Citrix, Networking, Network Engineering, Software Documentation, Databases, SharePoint, Windows 7, Integration, Troubleshooting, Active Directory, Disaster Recovery, VMware, System Administration, Technical Support, Cisco Technologies, Information Technology
Education
American InterContinental University 2008 — 2011
Bachelor of Information Technology, Networks
Madison Area Technical College 2008 — 2008
Cassie Callahan's Nuveen Investments Experience December 2014 - Present
Job Channel Marketing Associate at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments December 2014 - Present
Allianz Global Investors November 2013 - November 2014
LIFT, Inc. June 2012 - August 2012
Boston College Law School May 2012 - August 2012
Peachtree Place June 2006 - August 2011
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Communications, Human Development
Florence University of the Arts 2012 — 2012
Study Abroad Program
Nuveen Investments December 2014 - Present
Allianz Global Investors November 2013 - November 2014
LIFT, Inc. June 2012 - August 2012
Boston College Law School May 2012 - August 2012
Peachtree Place June 2006 - August 2011
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Communications, Human Development
Florence University of the Arts 2012 — 2012
Study Abroad Program
Prisca Roys-Dossou's Nuveen Investments Experience June 2014 - August 2014
Job Account Representative at Groupon
Industry Internet
Experience
Nuveen Investments June 2014 - August 2014
Chartwells (Higher Education Division), September 2011 - February 2013
Centre Chirurgical des Princes June 2012 - August 2012
Skills
Global Business..., Bloomberg, Asset Management, International Project..., Microsoft CRM, Economic Development, Morningstar, Emerging Markets, International Sales, Salespage, Microsoft Office, Politics, Spanish-speaking, French, European Union, English, Africa, Corporate Finance, Microsoft Excel, Due Diligence, Marketing
Education
Chicago State University 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Colby Community College 2011 — 2013
Associate of Science (A.S.), Business/Commerce, General
Nuveen University
Banking, Corporate, Finance, and Securities Law
Nuveen Investments June 2014 - August 2014
Chartwells (Higher Education Division), September 2011 - February 2013
Centre Chirurgical des Princes June 2012 - August 2012
Skills
Global Business..., Bloomberg, Asset Management, International Project..., Microsoft CRM, Economic Development, Morningstar, Emerging Markets, International Sales, Salespage, Microsoft Office, Politics, Spanish-speaking, French, European Union, English, Africa, Corporate Finance, Microsoft Excel, Due Diligence, Marketing
Education
Chicago State University 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Colby Community College 2011 — 2013
Associate of Science (A.S.), Business/Commerce, General
Nuveen University
Banking, Corporate, Finance, and Securities Law
Richard Choi's Nuveen Investments Experience September 2011 - March 2012
Job End User Computing Specialist
Industry Information Technology and Services
Experience
Blizzard Entertainment May 2015 - Present
Ares Management July 2014 - May 2015
Ares Management March 2012 - July 2014
Nuveen Investments September 2011 - March 2012
Nuveen Investments November 2007 - October 2011
Sitrick and Company November 2006 - November 2007
Prep Academy August 2003 - November 2006
Metrolight Studios January 2000 - August 2003
Skills
Active Directory, System Administration, Blackberry Enterprise..., Microsoft Exchange, Group Policy, Citrix, Windows Server, Disaster Recovery, VMware, VMware ESX, SCCM, Servers, VPN, Virtualization, IIS, Powershell, DNS, Cisco Nexus, Microsoft Technologies, VMware Infrastructure, McAfee, IT Operations, Dell PowerEdge Servers, DHCP, XP, SharePoint, Data Center, Windows 7, SAN, Firewalls, Postini, Sonicwall, HP Proliant, Storage Area Networks, Windows Server 2003, Windows Server 2008, Microsoft Exchange 2003, vCenter, vSphere, Enterprise Vault, McAfee ePO, BMC Remedy, Mobile Iron, Business Continuity, Blackberry, Information Security, Infrastructure, Technical Support, Management
Education
VMware 2011 — 2011
California State University-Fullerton 1995 — 2000
BS, Kinesiology
Blizzard Entertainment May 2015 - Present
Ares Management July 2014 - May 2015
Ares Management March 2012 - July 2014
Nuveen Investments September 2011 - March 2012
Nuveen Investments November 2007 - October 2011
Sitrick and Company November 2006 - November 2007
Prep Academy August 2003 - November 2006
Metrolight Studios January 2000 - August 2003
Skills
Active Directory, System Administration, Blackberry Enterprise..., Microsoft Exchange, Group Policy, Citrix, Windows Server, Disaster Recovery, VMware, VMware ESX, SCCM, Servers, VPN, Virtualization, IIS, Powershell, DNS, Cisco Nexus, Microsoft Technologies, VMware Infrastructure, McAfee, IT Operations, Dell PowerEdge Servers, DHCP, XP, SharePoint, Data Center, Windows 7, SAN, Firewalls, Postini, Sonicwall, HP Proliant, Storage Area Networks, Windows Server 2003, Windows Server 2008, Microsoft Exchange 2003, vCenter, vSphere, Enterprise Vault, McAfee ePO, BMC Remedy, Mobile Iron, Business Continuity, Blackberry, Information Security, Infrastructure, Technical Support, Management
Education
VMware 2011 — 2011
California State University-Fullerton 1995 — 2000
BS, Kinesiology
Rick Rath CRPC's Nuveen Investments Experience 1998 - 1999
Job Vice President at Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds April 2004 - Present
Dreyfus 1999 - 2004
Nuveen Investments 1998 - 1999
Skills
Mutual Funds, Alternative Investments, Retirement Planning, Retirement, Financial Advisory, Sales
Education
Boston University 1987 — 1991
BA, Englsh
Suffield Academy
OppenheimerFunds April 2004 - Present
Dreyfus 1999 - 2004
Nuveen Investments 1998 - 1999
Skills
Mutual Funds, Alternative Investments, Retirement Planning, Retirement, Financial Advisory, Sales
Education
Boston University 1987 — 1991
BA, Englsh
Suffield Academy
Alan Villalon Alan Villalon's Nuveen Investments Experience July 2008 - June 2013
Job Senior Research Analyst at Thrivent Financial for Lutherans
Industry Investment Management
Experience
Thrivent Financial for Lutherans June 2013 - Present
Nuveen Investments July 2008 - June 2013
Federated Investors January 2001 - July 2008
Munder Capital Management May 2000 - August 2000
Ft Pitt Capital Group March 1998 - December 1999
Ernst & Young July 1995 - March 1998
Ernst & Young May 1994 - August 1994
Skills
Investments, Equity Research, Finance, Accounting, Equities, Insurance, Bloomberg, Hedge Funds, Alternative Investments, Valuation, Asset Management, Financial Modeling, Equity Valuation, Asset Allocation, Series 7, Mutual Funds, Securities, Fixed Income, Investment Strategies
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2001
MBA, Finance
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Thrivent Financial for Lutherans June 2013 - Present
Nuveen Investments July 2008 - June 2013
Federated Investors January 2001 - July 2008
Munder Capital Management May 2000 - August 2000
Ft Pitt Capital Group March 1998 - December 1999
Ernst & Young July 1995 - March 1998
Ernst & Young May 1994 - August 1994
Skills
Investments, Equity Research, Finance, Accounting, Equities, Insurance, Bloomberg, Hedge Funds, Alternative Investments, Valuation, Asset Management, Financial Modeling, Equity Valuation, Asset Allocation, Series 7, Mutual Funds, Securities, Fixed Income, Investment Strategies
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2001
MBA, Finance
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Peter Stucki's Nuveen Investments Experience January 2007 - February 2007
Job Statistical & Financial Analyst at Federal Reserve Bank of Chicago
Industry Financial Services
Experience
Federal Reserve Bank of Chicago August 2014 - Present
Hewitt EnnisKnupp, An Aon Company August 2013 - August 2014
Hewitt EnnisKnupp, An Aon Company June 2011 - July 2013
Marquette University Applied Investment Management (AIM) Program January 2010 - July 2011
Francis Investment Counsel May 2010 - September 2010
Nuveen Investments January 2007 - February 2007
Skills
Morningstar, eVestment Alliance, Principia, Bloomberg, Investments, Financial Modeling, Fixed Income, Equities, Valuation, Financial Analysis, Mutual Funds, Equity Research, Asset Allocation, Microsoft Excel, Hedge Funds, Economics, Bloomberg Terminal
Education
Marquette University 2007 — 2011
Degree: Bachelor of Science, Business Administration Finance & Economics
Cass Business School 2009 — 2010
Finance & Economics
Federal Reserve Bank of Chicago August 2014 - Present
Hewitt EnnisKnupp, An Aon Company August 2013 - August 2014
Hewitt EnnisKnupp, An Aon Company June 2011 - July 2013
Marquette University Applied Investment Management (AIM) Program January 2010 - July 2011
Francis Investment Counsel May 2010 - September 2010
Nuveen Investments January 2007 - February 2007
Skills
Morningstar, eVestment Alliance, Principia, Bloomberg, Investments, Financial Modeling, Fixed Income, Equities, Valuation, Financial Analysis, Mutual Funds, Equity Research, Asset Allocation, Microsoft Excel, Hedge Funds, Economics, Bloomberg Terminal
Education
Marquette University 2007 — 2011
Degree: Bachelor of Science, Business Administration Finance & Economics
Cass Business School 2009 — 2010
Finance & Economics
Dale Berg Dale Berg's Nuveen Investments Experience May 2013 - Present
Job at
Industry Investment Management
Experience
Nuveen Investments May 2013 - Present
Advantus Capital Management July 2011 - May 2013
Advantus Capital Management April 2007 - July 2011
Education
Bethel University 2001 — 2005
B.A. Business - Accounting, Philosophy
Nuveen Investments May 2013 - Present
Advantus Capital Management July 2011 - May 2013
Advantus Capital Management April 2007 - July 2011
Education
Bethel University 2001 — 2005
B.A. Business - Accounting, Philosophy
Erin (Austgen) Marshall Erin (Austgen) Marshall's Nuveen Investments Experience May 2007 - November 2008
Job Senior Assistant Brand Manger Clairol at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble September 2014 - Present
Procter & Gamble September 2012 - September 2014
MillerCoors December 2010 - September 2012
MillerCoors March 2009 - December 2010
Nuveen Investments May 2007 - November 2008
Ernst & Young 2003 - 2007
Skills
Financial Analysis, Market Research, Finance, Financial Forecasting, Forecasting, Financial Modeling, Strategy, Business Development, Financial Reporting
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
University of Notre Dame - Mendoza College of Business 2003 — 2004
MSA, Accoutancy
Butler University - College of Business Administration 1999 — 2003
BS, Finance
Procter & Gamble September 2014 - Present
Procter & Gamble September 2012 - September 2014
MillerCoors December 2010 - September 2012
MillerCoors March 2009 - December 2010
Nuveen Investments May 2007 - November 2008
Ernst & Young 2003 - 2007
Skills
Financial Analysis, Market Research, Finance, Financial Forecasting, Forecasting, Financial Modeling, Strategy, Business Development, Financial Reporting
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
University of Notre Dame - Mendoza College of Business 2003 — 2004
MSA, Accoutancy
Butler University - College of Business Administration 1999 — 2003
BS, Finance
Dawn Dirks Dawn Dirks's Nuveen Investments Experience March 2009 - August 2010
Job at PRIMECAP Management Company
Industry Investment Management
Experience
PRIMECAP Management Company August 2010 - Present
Nuveen Investments March 2009 - August 2010
Provident Investment Counsel November 1989 - September 2008
Education
Azusa Pacific University 1984 — 1988
B.A., Business Administration
PRIMECAP Management Company August 2010 - Present
Nuveen Investments March 2009 - August 2010
Provident Investment Counsel November 1989 - September 2008
Education
Azusa Pacific University 1984 — 1988
B.A., Business Administration
Yuchee Shue Yuchee Shue's Nuveen Investments Experience Director, ITroxbury capitalNovember 1999 - November 2009
Job AVP, IT Director, IT Manager, PMP, MBA
Industry Financial Services
Experience
Nuveen Investments Director, ITroxbury capitalNovember 1999 - November 2009
Central Technology 1993 - 1999
Capital University of Economics and Business (Beijing Finance and Trade Institute) 1987 - 1990
Skills
Project Management, PMP, Certified by PMI, Vendor Management, PMP, Business Analysis
Education
California State University-Northridge
MBA, Business Administration, Finance
Rhode Island College
M.A., Education
Beijing Union University, Beijing Normal College of Foreign Languages
B.A., English
Nuveen Investments Director, ITroxbury capitalNovember 1999 - November 2009
Central Technology 1993 - 1999
Capital University of Economics and Business (Beijing Finance and Trade Institute) 1987 - 1990
Skills
Project Management, PMP, Certified by PMI, Vendor Management, PMP, Business Analysis
Education
California State University-Northridge
MBA, Business Administration, Finance
Rhode Island College
M.A., Education
Beijing Union University, Beijing Normal College of Foreign Languages
B.A., English
Sandra Tichenor Sandra Tichenor's Nuveen Investments Experience May 2007 - August 2010
Job Experienced CEO & Board Advisor and Board Member Available to Serve On Boards
Industry Investment Management
Experience
Tichenor Consulting September 2010 - December 2013
Newport Board Group March 2013 - October 2013
ReGroup, LLC January 2013 - March 2013
Nuveen Investments May 2007 - August 2010
Loomis, Sayles & Company January 1996 - July 2003
Investment Adviser Association January 1996 - July 2003
Heller Ehrman 1983 - December 1995
United States Securities and Exchange Commission 1978 - 1982
Skills
Asset Management, Mutual Funds, Business Strategy, Leadership, Management, Investments, Mergers & Acquisitions, Strategy, Private Equity, Executive Management, Venture Capital, Alternative Investments
Education
Antioch University 1975 — 1978
Doctor of Law (J.D.)
University of Missouri-Columbia
Master of Arts (MA), Sociology/Demography
University of Missouri-Columbia
Bachelor of Arts (B.A.) with honors, Political Science
Tichenor Consulting September 2010 - December 2013
Newport Board Group March 2013 - October 2013
ReGroup, LLC January 2013 - March 2013
Nuveen Investments May 2007 - August 2010
Loomis, Sayles & Company January 1996 - July 2003
Investment Adviser Association January 1996 - July 2003
Heller Ehrman 1983 - December 1995
United States Securities and Exchange Commission 1978 - 1982
Skills
Asset Management, Mutual Funds, Business Strategy, Leadership, Management, Investments, Mergers & Acquisitions, Strategy, Private Equity, Executive Management, Venture Capital, Alternative Investments
Education
Antioch University 1975 — 1978
Doctor of Law (J.D.)
University of Missouri-Columbia
Master of Arts (MA), Sociology/Demography
University of Missouri-Columbia
Bachelor of Arts (B.A.) with honors, Political Science
Jim Folwell Jim Folwell's Nuveen Investments Experience January 2011 - Present
Job SVP Director of Business Development, DCIO and Strategic Platforms at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments January 2011 - Present
FAF Advisors October 2009 - January 2011
State Street Global Advisors May 2008 - January 2009
Pioneer Investments April 2006 - May 2008
Pioneer Investments November 2003 - April 2006
Cerulli Associates April 1999 - October 2002
Fidelity Investments June 1998 - April 1999
MFS Investment Management 1990 - 1998
Skills
Competitive Analysis, Investments, Financial Services, Strategy, Series 7, Mutual Funds, Business Strategy, Consulting, Asset Management, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1997
MBA, Finance, Research, and Strategic Planning
Florida State University 1987 — 1989
BS, Management
Clearwater High
Nuveen Investments January 2011 - Present
FAF Advisors October 2009 - January 2011
State Street Global Advisors May 2008 - January 2009
Pioneer Investments April 2006 - May 2008
Pioneer Investments November 2003 - April 2006
Cerulli Associates April 1999 - October 2002
Fidelity Investments June 1998 - April 1999
MFS Investment Management 1990 - 1998
Skills
Competitive Analysis, Investments, Financial Services, Strategy, Series 7, Mutual Funds, Business Strategy, Consulting, Asset Management, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1997
MBA, Finance, Research, and Strategic Planning
Florida State University 1987 — 1989
BS, Management
Clearwater High
MsSQL DBA MsSQL DBA's Nuveen Investments Experience January 2006 - February 2007
Job Senior Database Administrator For Hire
Industry Financial Services
Experience
Confidential Senior Database AdministratorConfidentialFebruary 2007 - February 2008
Nuveen Investments January 2006 - February 2007
Education
California State University-Dominguez Hills 2000 — 2005
Bachelor of Science, Information Technology
Confidential Senior Database AdministratorConfidentialFebruary 2007 - February 2008
Nuveen Investments January 2006 - February 2007
Education
California State University-Dominguez Hills 2000 — 2005
Bachelor of Science, Information Technology
Timothy Kohlmeyer's Nuveen Investments Experience September 2006 - November 2008
Job Manager, Digital Marketing Operations at DeVry
Industry Financial Services
Experience
DeVry Education Group August 2012 - Present
DeVry University March 2009 - July 2012
Nuveen Investments September 2006 - November 2008
Nuveen Investments May 1999 - September 2006
Skills
Digital Marketing, Website Optimization, Requirements Gathering, SDLC, Business Intelligence, Testing, Integration, Process Improvement, Software Development, Analysis, Software Documentation, SQL, CRM, Project Planning, Analytics, A/B testing, Business Architecture, Strategy, Scrum, SEO, Tag Management, Agile Methodologies, Management, Business Analysis
Education
Cedarville University
Bachelor of Arts (BA), Marketing
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, E-Business & Digital Marketing, With Distinction
DeVry Education Group August 2012 - Present
DeVry University March 2009 - July 2012
Nuveen Investments September 2006 - November 2008
Nuveen Investments May 1999 - September 2006
Skills
Digital Marketing, Website Optimization, Requirements Gathering, SDLC, Business Intelligence, Testing, Integration, Process Improvement, Software Development, Analysis, Software Documentation, SQL, CRM, Project Planning, Analytics, A/B testing, Business Architecture, Strategy, Scrum, SEO, Tag Management, Agile Methodologies, Management, Business Analysis
Education
Cedarville University
Bachelor of Arts (BA), Marketing
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, E-Business & Digital Marketing, With Distinction
Jacob Rossof, CFA, FRM, PRM's Nuveen Investments Experience 1993 - 1995
Job Chief Risk Officer at Kettera Strategies
Industry Investment Management
Experience
Kettera Strategies April 2015 - Present
Silveus Financial, LLC December 2012 - June 2015
Origami Capital Partners, LLC February 2009 - July 2012
Man Investments September 2006 - December 2008
Guidance Capital LLC 2001 - 2006
Morgan Stanley November 1999 - August 2001
Ennis Knupp & Associates November 1996 - December 1999
Nuveen Investments 1993 - 1995
Skills
Equities, Private Equity, Hedge Funds, Investments, Alternative Investments, LBO, Asset Management, Fund Of Funds, Portfolio Management, Fixed Income, Corporate Finance, Asset Allocation, Asset Managment, Risk Management, Structured Products, Derivatives, Options, Investment Management, Investment Strategies, Capital Markets, Financial Markets, Hedging, Commodity, Trading, Equity Derivatives, Bonds, Securities, Emerging Markets
Education
Boston University 1988 — 1992
BA/MA, Economics
DePaul University
MS, Applied Mathematics
Francis W. Parker School
Kettera Strategies April 2015 - Present
Silveus Financial, LLC December 2012 - June 2015
Origami Capital Partners, LLC February 2009 - July 2012
Man Investments September 2006 - December 2008
Guidance Capital LLC 2001 - 2006
Morgan Stanley November 1999 - August 2001
Ennis Knupp & Associates November 1996 - December 1999
Nuveen Investments 1993 - 1995
Skills
Equities, Private Equity, Hedge Funds, Investments, Alternative Investments, LBO, Asset Management, Fund Of Funds, Portfolio Management, Fixed Income, Corporate Finance, Asset Allocation, Asset Managment, Risk Management, Structured Products, Derivatives, Options, Investment Management, Investment Strategies, Capital Markets, Financial Markets, Hedging, Commodity, Trading, Equity Derivatives, Bonds, Securities, Emerging Markets
Education
Boston University 1988 — 1992
BA/MA, Economics
DePaul University
MS, Applied Mathematics
Francis W. Parker School
Doug Surch, MBA, PgMP, PMP, CISSP's Nuveen Investments Experience February 2010 - December 2010
Job Project Manager at Cadence Health
Industry Information Technology and Services
Experience
Cadence Health September 2012 - Present
Aon April 2011 - September 2012
JPMorganChase January 2011 - April 2011
Nuveen Investments February 2010 - December 2010
MTM Technologies February 2009 - February 2010
University HealthSystems Consortium April 2002 - December 2008
Comsys 1997 - 2002
Apollo Med Management 1997 - 2001
Other Positions and Titles 1984 - 1997
Skills
PMP, Vendor Management, Project Portfolio..., SDLC, PMO, Program Management, Business Analysis, IT Strategy, Project Management, Process Improvement, Change Management, IT Management, Requirements Analysis, Software Project..., Visio, SharePoint, Information Technology, Risk Management, Business Intelligence, Data Warehousing, Business Strategy, PMBOK, Offshoring, Security, Business Case, Data Migration, Product Management, Business Transformation, Leadership, Software Documentation, MS Project, Business Process..., Data Center, Integration, Virtualization, ITIL, Enterprise Architecture, Information Security, Microsoft Project, PMO set-up
Education
ISC(2) 2004 — 2012
Certification, Computer Information Systems Security - CISSP
Project Management Institute 2002 — 2012
Certifications, Program (PgMP) and Project (PMP)
Northern Illinois University 2003 — 2006
MBA
Benedictine University 1989 — 1992
BA, Business and Economics
Cadence Health September 2012 - Present
Aon April 2011 - September 2012
JPMorganChase January 2011 - April 2011
Nuveen Investments February 2010 - December 2010
MTM Technologies February 2009 - February 2010
University HealthSystems Consortium April 2002 - December 2008
Comsys 1997 - 2002
Apollo Med Management 1997 - 2001
Other Positions and Titles 1984 - 1997
Skills
PMP, Vendor Management, Project Portfolio..., SDLC, PMO, Program Management, Business Analysis, IT Strategy, Project Management, Process Improvement, Change Management, IT Management, Requirements Analysis, Software Project..., Visio, SharePoint, Information Technology, Risk Management, Business Intelligence, Data Warehousing, Business Strategy, PMBOK, Offshoring, Security, Business Case, Data Migration, Product Management, Business Transformation, Leadership, Software Documentation, MS Project, Business Process..., Data Center, Integration, Virtualization, ITIL, Enterprise Architecture, Information Security, Microsoft Project, PMO set-up
Education
ISC(2) 2004 — 2012
Certification, Computer Information Systems Security - CISSP
Project Management Institute 2002 — 2012
Certifications, Program (PgMP) and Project (PMP)
Northern Illinois University 2003 — 2006
MBA
Benedictine University 1989 — 1992
BA, Business and Economics
Michael Darling's Nuveen Investments Experience August 2004 - February 2006
Job Western Divisional Sales Manager at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs June 2011 - Present
Goldman Sachs May 2009 - Present
LPL Financial Services February 2006 - March 2009
Nuveen Investments August 2004 - February 2006
Wells Fargo Funds 2002 - 2004
Chase Vista Funds 1995 - 2002
Shearson Lehman Brothers 1991 - 1993
Skills
Separately Managed..., Mutual Funds, Asset Allocation, Capital Markets, Series 63, Hedge Funds, Series 7, Alternative Investments, Series 24, Securities, Investments, ETFs, Private Equity, Equities, Financial Services, Investment Advisory, Retirement Planning
Education
Boston College 1985 — 1989
Mount St Mary's/Bishop Guertin 1981 — 1985
Country Day
Goldman Sachs June 2011 - Present
Goldman Sachs May 2009 - Present
LPL Financial Services February 2006 - March 2009
Nuveen Investments August 2004 - February 2006
Wells Fargo Funds 2002 - 2004
Chase Vista Funds 1995 - 2002
Shearson Lehman Brothers 1991 - 1993
Skills
Separately Managed..., Mutual Funds, Asset Allocation, Capital Markets, Series 63, Hedge Funds, Series 7, Alternative Investments, Series 24, Securities, Investments, ETFs, Private Equity, Equities, Financial Services, Investment Advisory, Retirement Planning
Education
Boston College 1985 — 1989
Mount St Mary's/Bishop Guertin 1981 — 1985
Country Day
Andrew Holmquist's Nuveen Investments Experience January 2013 - Present
Job Vice President, Front Office Applications
Industry Computer Software
Experience
Nuveen Investments January 2013 - Present
Nuveen Investments June 2012 - December 2012
Cottage Grove Public Safety / Boyceville Community Ambulance May 2011 - September 2012
Advantus Capital Management April 2005 - May 2012
Securian Financial Group February 1999 - April 2005
Fortis Investors Inc. October 1991 - February 1999
Skills
Investments, Business Analysis, Portfolio Management, Mutual Funds, Securities, Asset Managment, Insurance, Fixed Income, Series 7, Investment Advisory, Asset Allocation, Risk Management, Bloomberg, Due Diligence, Asset Management, Trading, Strategic Financial..., Relationship Management
Education
Century College 2011 — 2011
Certificate, Emergency Medical Technician
Financial Industry Regulatory Authority (FINRA)
Series 6, 7, 24, 63, 65 (licensure required for securities sales)
Bethel University 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Nuveen Investments January 2013 - Present
Nuveen Investments June 2012 - December 2012
Cottage Grove Public Safety / Boyceville Community Ambulance May 2011 - September 2012
Advantus Capital Management April 2005 - May 2012
Securian Financial Group February 1999 - April 2005
Fortis Investors Inc. October 1991 - February 1999
Skills
Investments, Business Analysis, Portfolio Management, Mutual Funds, Securities, Asset Managment, Insurance, Fixed Income, Series 7, Investment Advisory, Asset Allocation, Risk Management, Bloomberg, Due Diligence, Asset Management, Trading, Strategic Financial..., Relationship Management
Education
Century College 2011 — 2011
Certificate, Emergency Medical Technician
Financial Industry Regulatory Authority (FINRA)
Series 6, 7, 24, 63, 65 (licensure required for securities sales)
Bethel University 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Dakshin Rajasankar's Nuveen Investments Experience 2012 - 2012
Job Sr. Business Systems Analyst at Capital Group
Industry Information Technology and Services
Experience
Capital Group April 2011 - Present
AIG SunAmerica 2012 - 2013
Nuveen Investments 2012 - 2012
Bank of America October 2010 - November 2011
Southern California Edison July 2010 - November 2010
Symantec Corporation November 2009 - June 2010
Red bull North America 2006 - 2008
Skills
AutoCAD, Autodesk..., Adobe Illustrator, Lean Manufacturing, SAP, Illustrator, CRM, Enterprise Software, Management, Salesforce.com, Business Analysis, Project Portfolio..., SDLC, Software Project..., Requirements Analysis, Business Process, Business Intelligence, Change Management, Data Warehousing, Integration, Requirements Gathering, SharePoint, Vendor Management, Visio
Education
Texas Tech University 2003 — 2006
MS
PS Senior Secondary School, Chennai 1992 — 1994
Birla Institute of Technology and Science, Pilani
BS, Information Systems
Capital Group April 2011 - Present
AIG SunAmerica 2012 - 2013
Nuveen Investments 2012 - 2012
Bank of America October 2010 - November 2011
Southern California Edison July 2010 - November 2010
Symantec Corporation November 2009 - June 2010
Red bull North America 2006 - 2008
Skills
AutoCAD, Autodesk..., Adobe Illustrator, Lean Manufacturing, SAP, Illustrator, CRM, Enterprise Software, Management, Salesforce.com, Business Analysis, Project Portfolio..., SDLC, Software Project..., Requirements Analysis, Business Process, Business Intelligence, Change Management, Data Warehousing, Integration, Requirements Gathering, SharePoint, Vendor Management, Visio
Education
Texas Tech University 2003 — 2006
MS
PS Senior Secondary School, Chennai 1992 — 1994
Birla Institute of Technology and Science, Pilani
BS, Information Systems
Seth Marks's Nuveen Investments Experience November 2006 - Present
Job Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments November 2006 - Present
Education
California State University-Chico 1997 — 2000
Nuveen Investments November 2006 - Present
Education
California State University-Chico 1997 — 2000
Campbell, William's Nuveen Investments Experience January 2010 - January 2011
Job Emerging Markets Fixed Income at DoubleLine Group LP
Industry Financial Services
Experience
DoubleLine Group LP June 2013 - Present
Peridiem Global Investors April 2011 - May 2013
Nuveen Investments January 2010 - January 2011
Nuveen Investments April 2004 - January 2010
Education
Boston University
Master of Arts (M.A.), Financial Mathematics
Penn State University
Economics
DoubleLine Group LP June 2013 - Present
Peridiem Global Investors April 2011 - May 2013
Nuveen Investments January 2010 - January 2011
Nuveen Investments April 2004 - January 2010
Education
Boston University
Master of Arts (M.A.), Financial Mathematics
Penn State University
Economics
Ayse Elif Tutek's Nuveen Investments Experience September 2011 - Present
Job Vice President and Senior Manager of Finance at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2011 - Present
Nuveen Investments January 2011 - August 2011
US Bank January 2009 - December 2010
US Bank January 2006 - December 2008
U.S. Bank February 2005 - December 2005
Associated Bank, N.A. November 2003 - January 2005
Skills
Finance, Management, Leadership, Financial Analysis, Process Improvement, Accounting, Valuation, Analysis, Asset Management, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance, Corporate Accounting and Strategy
Orta Doğu Teknik Üniversitesi 1994 — 1998
B.S, Economics
Izmir American Collegiate Institute 1987 — 1994
High School
Nuveen Investments September 2011 - Present
Nuveen Investments January 2011 - August 2011
US Bank January 2009 - December 2010
US Bank January 2006 - December 2008
U.S. Bank February 2005 - December 2005
Associated Bank, N.A. November 2003 - January 2005
Skills
Finance, Management, Leadership, Financial Analysis, Process Improvement, Accounting, Valuation, Analysis, Asset Management, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance, Corporate Accounting and Strategy
Orta Doğu Teknik Üniversitesi 1994 — 1998
B.S, Economics
Izmir American Collegiate Institute 1987 — 1994
High School
Adolfo Cabrera, CFA's Nuveen Investments Experience 2008 - 2012
Job Director at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group 2012 - Present
Nuveen Investments 2008 - 2012
Deloitte and Touche 2003 - 2007
Skills
Portfolio Management, Finance, Investments, Equities, Accounting, Mutual Funds, Analysis, Alternative Investments, Leadership, Financial Audits, Tax, Financial Modeling
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
California State University-Long Beach - College of Business Administration 1999 — 2003
BS - Business Administration, Accounting and Finance
Prudential Capital Group 2012 - Present
Nuveen Investments 2008 - 2012
Deloitte and Touche 2003 - 2007
Skills
Portfolio Management, Finance, Investments, Equities, Accounting, Mutual Funds, Analysis, Alternative Investments, Leadership, Financial Audits, Tax, Financial Modeling
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
California State University-Long Beach - College of Business Administration 1999 — 2003
BS - Business Administration, Accounting and Finance
Kimberly Hoang's Nuveen Investments Experience October 2011 - February 2014
Job Vice President, Nuveen Investments LLC
Industry Investment Management
Experience
CCBRT (Comprehensive Community Based Rehabilitation in Tanzania) 2015 - 2015
Nuveen Investments October 2011 - February 2014
Ares Management LLC July 2007 - September 2011
Western Asset Management October 2004 - June 2006
Mellon Financial July 2000 - October 2004
Skills
Bloomberg, Fixed Income, Hedge Funds, Derivatives, Equities, Mutual Funds, Asset Managment, Securities, Alternative Investments, Bonds, Portfolio Management, Investments, Capital Markets, Settlement, Financial Analysis, Software Implementation, G/L Reconciliations, Account Reconciliation, Financial Reporting, Performance Measurement, Performance Management, Strategic Planning, Data Analysis, Structured Products, Accounting, Investment Management, Bloomberg Terminal, Cash Management, Asset Allocation, Asset Management, Fund Of Funds, Corporate Actions, Valuation, Management, Financial Modeling, Strategy, Finance, Investment Banking, Risk Management, Financial Services, Mergers, Leadership, Project Management, Analysis, Due Diligence, Business Analysis
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Peking University 2014 — 2014
Elective
SDA Bocconi 2014 — 2014
Elective
The Chinese University of Hong Kong 2014 — 2014
Elective
Boston College 1994 — 1998
Bachelor of Arts (BA)
CCBRT (Comprehensive Community Based Rehabilitation in Tanzania) 2015 - 2015
Nuveen Investments October 2011 - February 2014
Ares Management LLC July 2007 - September 2011
Western Asset Management October 2004 - June 2006
Mellon Financial July 2000 - October 2004
Skills
Bloomberg, Fixed Income, Hedge Funds, Derivatives, Equities, Mutual Funds, Asset Managment, Securities, Alternative Investments, Bonds, Portfolio Management, Investments, Capital Markets, Settlement, Financial Analysis, Software Implementation, G/L Reconciliations, Account Reconciliation, Financial Reporting, Performance Measurement, Performance Management, Strategic Planning, Data Analysis, Structured Products, Accounting, Investment Management, Bloomberg Terminal, Cash Management, Asset Allocation, Asset Management, Fund Of Funds, Corporate Actions, Valuation, Management, Financial Modeling, Strategy, Finance, Investment Banking, Risk Management, Financial Services, Mergers, Leadership, Project Management, Analysis, Due Diligence, Business Analysis
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Peking University 2014 — 2014
Elective
SDA Bocconi 2014 — 2014
Elective
The Chinese University of Hong Kong 2014 — 2014
Elective
Boston College 1994 — 1998
Bachelor of Arts (BA)
Erin Shanahan's Nuveen Investments Experience 1997 - 2001
Job Freelancer
Industry Publishing
Experience
Self-Employed July 2012 - Present
Reading In Motion July 2013 - March 2014
University of Illinois at Chicago July 2010 - December 2012
Reading In Motion February 2009 - December 2009
Sourcebooks March 2007 - January 2009
National Association of Women October 2006 - October 2007
Gilbert Law Summaries March 2002 - March 2007
Nuveen Investments 1997 - 2001
Skills
Fundraising, Event Planning, Editing, Advertising, Marketing, Event Management, Email Marketing, Publishing, Marketing Strategy, Proofreading, Research
Education
University of Illinois at Chicago 2010 — 2011
Chicago-Kent College of Law, Illinois Institute of Technology 2001 — 2004
JD
Kenyon College 1997 — 2001
Bachelor of Arts
University of Birmingham 1999 — 2000
Self-Employed July 2012 - Present
Reading In Motion July 2013 - March 2014
University of Illinois at Chicago July 2010 - December 2012
Reading In Motion February 2009 - December 2009
Sourcebooks March 2007 - January 2009
National Association of Women October 2006 - October 2007
Gilbert Law Summaries March 2002 - March 2007
Nuveen Investments 1997 - 2001
Skills
Fundraising, Event Planning, Editing, Advertising, Marketing, Event Management, Email Marketing, Publishing, Marketing Strategy, Proofreading, Research
Education
University of Illinois at Chicago 2010 — 2011
Chicago-Kent College of Law, Illinois Institute of Technology 2001 — 2004
JD
Kenyon College 1997 — 2001
Bachelor of Arts
University of Birmingham 1999 — 2000
Brandon Joel's Nuveen Investments Experience November 1992 - June 1995
Job Manager Enterprise Risk at Western Asset Management
Industry Financial Services
Experience
Western Asset Management October 2005 - Present
Deloitte November 2000 - October 2005
Thomas White International June 1995 - November 2000
Nuveen Investments November 1992 - June 1995
Skills
Fixed Income, Enterprise Risk..., Operational Excellence, Operations Management, External Audit, Asset Management, Mutual Funds, Financial Services, Sarbanes-Oxley Act
Education
Boston University 1987 — 1991
Bachelor of Science (B.S.), Business Administration, Concentration in Finance
Western Asset Management October 2005 - Present
Deloitte November 2000 - October 2005
Thomas White International June 1995 - November 2000
Nuveen Investments November 1992 - June 1995
Skills
Fixed Income, Enterprise Risk..., Operational Excellence, Operations Management, External Audit, Asset Management, Mutual Funds, Financial Services, Sarbanes-Oxley Act
Education
Boston University 1987 — 1991
Bachelor of Science (B.S.), Business Administration, Concentration in Finance
David Crist's Nuveen Investments Experience 2005 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Nuveen Investments Institutional Services Group July 2005 - September 2005
Nuveen Investments 2005 - 2005
Education
Brown University 2002 — 2006
Nuveen Investments Institutional Services Group July 2005 - September 2005
Nuveen Investments 2005 - 2005
Education
Brown University 2002 — 2006
Jennifer M. Pope's Nuveen Investments Experience May 1989 - March 1996
Job Vice President Wealth Management, Wealth Advisor at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc. October 2003 - Present
Prudential Securities December 1996 - October 2003
Nuveen Investments May 1989 - March 1996
Education
Albion College 1985 — 1989
BA, Economics, Accounting, French
UBS Financial Services, Inc. October 2003 - Present
Prudential Securities December 1996 - October 2003
Nuveen Investments May 1989 - March 1996
Education
Albion College 1985 — 1989
BA, Economics, Accounting, French
Emily Alejos's Nuveen Investments Experience 2007 - Present
Job Managing Director at Tradewinds Global Investors
Industry Investment Management
Experience
Tradewinds Global Investors March 2007 - Present
Nuveen Investments 2007 - Present
Credit Suisse 1997 - 2006
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
Brown University 1981 — 1985
BA, Economics, Development Studies
Kingswood School Cranbrook
Tradewinds Global Investors March 2007 - Present
Nuveen Investments 2007 - Present
Credit Suisse 1997 - 2006
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
Brown University 1981 — 1985
BA, Economics, Development Studies
Kingswood School Cranbrook
Mark Hesse-Withbroe's Nuveen Investments Experience 2002 - Present
Job Buyside Analyst at Nuveen Asset Management
Industry Financial Services
Experience
Nuveen Investments 2002 - Present
Victory Capital Management / Keycorp 1997 - 2002
Society Bank 1995 - 1998
KeyCorp 1995 - 1997
Skills
Factset, Equity Research, Equities, Institutional, Valuation, Mutual Funds, Asset Management, Financial Modeling, Investments, Asset Managment, Asset Allocation, Equity Valuation
Education
Carlson School of Management 1992 — 1994
Master of Business Administration (MBA)
Carleton College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Nuveen Investments 2002 - Present
Victory Capital Management / Keycorp 1997 - 2002
Society Bank 1995 - 1998
KeyCorp 1995 - 1997
Skills
Factset, Equity Research, Equities, Institutional, Valuation, Mutual Funds, Asset Management, Financial Modeling, Investments, Asset Managment, Asset Allocation, Equity Valuation
Education
Carlson School of Management 1992 — 1994
Master of Business Administration (MBA)
Carleton College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Chad Kemper's Nuveen Investments Experience March 1999 - Present
Job Vice President/Portfolio Manager at Nuveen Asset Management
Industry Financial Services
Experience
Nuveen Investments March 1999 - Present
Skills
Fixed Income, Portfolio Management, Mutual Funds, Securities, Asset Management, Interest Rate Swaps, Bloomberg, Treasury, Bonds, Institutional..., Asset Allocation, Investments
Education
Augsburg College
MBA
University of St. Thomas
International Business, German
Nuveen Investments March 1999 - Present
Skills
Fixed Income, Portfolio Management, Mutual Funds, Securities, Asset Management, Interest Rate Swaps, Bloomberg, Treasury, Bonds, Institutional..., Asset Allocation, Investments
Education
Augsburg College
MBA
University of St. Thomas
International Business, German
Ed Becker's Nuveen Investments Experience October 2006 - November 2008
Job Director of Information Technology at Machinima
Industry Financial Services
Experience
Machinima December 2014 - Present
Ideal Living Management, LLC October 2011 - 2014
BECKER CONSULTING November 2008 - November 2011
Nuveen Investments October 2006 - November 2008
Skills
Mergers, Mergers & Acquisitions, Windows Server, VPN, Project Management, Microsoft Exchange, Management, Disaster Recovery, Active Directory, Help Desk Support, IT Operations, IT Strategy, Contract Negotiation, Strategic Planning, Call Centers, Network Administration, ITIL, Firewalls, Enterprise Software, IT Management, Blackberry Enterprise..., Data Center, Business Continuity, Infrastructure, Troubleshooting, System Deployment, System Administration, Six Sigma, VMware ESX, SAN, Microsoft Technologies, Group Policy, Storage Area Networks
Education
California State University-Northridge
MBA, Finance
California State University-Northridge
BA, Economics
Machinima December 2014 - Present
Ideal Living Management, LLC October 2011 - 2014
BECKER CONSULTING November 2008 - November 2011
Nuveen Investments October 2006 - November 2008
Skills
Mergers, Mergers & Acquisitions, Windows Server, VPN, Project Management, Microsoft Exchange, Management, Disaster Recovery, Active Directory, Help Desk Support, IT Operations, IT Strategy, Contract Negotiation, Strategic Planning, Call Centers, Network Administration, ITIL, Firewalls, Enterprise Software, IT Management, Blackberry Enterprise..., Data Center, Business Continuity, Infrastructure, Troubleshooting, System Deployment, System Administration, Six Sigma, VMware ESX, SAN, Microsoft Technologies, Group Policy, Storage Area Networks
Education
California State University-Northridge
MBA, Finance
California State University-Northridge
BA, Economics
Charles Rhee's Nuveen Investments Experience February 2007 - November 2008
Job Systems/Network Administrator at Kayne Anderson Capital Advisors
Industry Marketing and Advertising
Experience
Kayne Anderson Capital Advisors February 2011 - Present
David & Goliath January 2010 - March 2011
Keenan and Associates January 2009 - November 2009
Nuveen Investments February 2007 - November 2008
UCLA June 1998 - February 2006
Skills
Active Directory, Windows Server 2003, Servers, VMware ESX, DNS, Windows Server, Blackberry Enterprise..., Windows, Documentation, Integration, Printers, Troubleshooting, Administration, DHCP, VMware, Group Policy, System Administration, Disaster Recovery, Enterprise Vault, Windows Server 2008, vSphere, Virtualization, Backup Exec, SAN, Storage Area Networks, Server Administration, Antivirus, Computer Hardware
Education
California State University-Northridge
Kayne Anderson Capital Advisors February 2011 - Present
David & Goliath January 2010 - March 2011
Keenan and Associates January 2009 - November 2009
Nuveen Investments February 2007 - November 2008
UCLA June 1998 - February 2006
Skills
Active Directory, Windows Server 2003, Servers, VMware ESX, DNS, Windows Server, Blackberry Enterprise..., Windows, Documentation, Integration, Printers, Troubleshooting, Administration, DHCP, VMware, Group Policy, System Administration, Disaster Recovery, Enterprise Vault, Windows Server 2008, vSphere, Virtualization, Backup Exec, SAN, Storage Area Networks, Server Administration, Antivirus, Computer Hardware
Education
California State University-Northridge
Todd Abramson's Nuveen Investments Experience August 1999 - October 2001
Job Vice President, IOO Liason to NTAM at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
BNY Mellon October 2012 - July 2015
DepoTexas June 2008 - October 2012
Virtus Partners May 2007 - May 2008
JPMorgan Chase / The Bank of New York April 2003 - May 2007
Todd Abramson, Sole Proprietor October 2001 - April 2003
Nuveen Investments August 1999 - October 2001
Van Kampen Investments July 1994 - August 1999
Skills
Excel, Financial Analysis, Account Reconciliation, Credit Risk, Bloomberg, CDO, Cash Flow Management, Investment Banking, Microsoft Excel, Interpretation, Cash Flow, Management, Mergers & Acquisitions, Investments, Cash Management, Financial Risk, Mutual Funds, Loans, Trading, Leadership, Budgets, Credit, Risk Management, Securities, Financial Services, Structured Finance
Education
Augustana College 1990 — 1994
B.A., Accounting
Augustana College 1990 — 1994
B.A., Business Administration with concentration in Finance and Management
Rock Island High School
Northern Trust Corporation July 2015 - Present
BNY Mellon October 2012 - July 2015
DepoTexas June 2008 - October 2012
Virtus Partners May 2007 - May 2008
JPMorgan Chase / The Bank of New York April 2003 - May 2007
Todd Abramson, Sole Proprietor October 2001 - April 2003
Nuveen Investments August 1999 - October 2001
Van Kampen Investments July 1994 - August 1999
Skills
Excel, Financial Analysis, Account Reconciliation, Credit Risk, Bloomberg, CDO, Cash Flow Management, Investment Banking, Microsoft Excel, Interpretation, Cash Flow, Management, Mergers & Acquisitions, Investments, Cash Management, Financial Risk, Mutual Funds, Loans, Trading, Leadership, Budgets, Credit, Risk Management, Securities, Financial Services, Structured Finance
Education
Augustana College 1990 — 1994
B.A., Accounting
Augustana College 1990 — 1994
B.A., Business Administration with concentration in Finance and Management
Rock Island High School
Jennifer Ratty's Nuveen Investments Experience December 2010 - October 2014
Job Accountant at Woodfield Investments, LLC
Industry Accounting
Experience
Woodfield Investments, LLC November 2014 - Present
Nuveen Investments December 2010 - October 2014
General Growth Properties, Inc. July 2009 - December 2010
General Growth Properties, Inc. June 2007 - 2009
The Rehmann Group October 2005 - June 2007
Today's Sports 2000 - 2001
Education
California State University-Sacramento
BA, Communications
Woodfield Investments, LLC November 2014 - Present
Nuveen Investments December 2010 - October 2014
General Growth Properties, Inc. July 2009 - December 2010
General Growth Properties, Inc. June 2007 - 2009
The Rehmann Group October 2005 - June 2007
Today's Sports 2000 - 2001
Education
California State University-Sacramento
BA, Communications
Julie (Blondin) Evinger's Nuveen Investments Experience 2006 - Present
Job VP at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments 2006 - Present
Nuveen 1990 - 2008
Nuveen Investments May 1990 - December 2006
Education
Benedictine University 1986 — 1990
Nuveen Investments 2006 - Present
Nuveen 1990 - 2008
Nuveen Investments May 1990 - December 2006
Education
Benedictine University 1986 — 1990
Isabel Carrillo's Nuveen Investments Experience June 2010 - November 2012
Job Seeking Opportunities
Industry Investment Management
Experience
Nuveen Investments June 2010 - November 2012
Nuveen Investments October 2007 - October 2010
Santa Monica College August 2005 - September 2007
Skills
PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Outlook, Facebook, Editing, Data Entry, Administrative..., Research, Public Speaking, Customer Service, Non-profits, Blogging, Community Outreach, Leadership, Training, Human Resources, Time Management, Nonprofits, Fundraising
Education
California State University-Long Beach
Human Resources Management Certificate
El Camino College
Real Estate
California State University-Northridge 2008 — 2010
Bachelor of Arts (B.A.), Communication Studies
Universidad de Puerto Rico
Study Abroad
Santa Monica College 2005 — 2007
Associate of Arts (A.A.), Liberal Studies
Nuveen Investments June 2010 - November 2012
Nuveen Investments October 2007 - October 2010
Santa Monica College August 2005 - September 2007
Skills
PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Outlook, Facebook, Editing, Data Entry, Administrative..., Research, Public Speaking, Customer Service, Non-profits, Blogging, Community Outreach, Leadership, Training, Human Resources, Time Management, Nonprofits, Fundraising
Education
California State University-Long Beach
Human Resources Management Certificate
El Camino College
Real Estate
California State University-Northridge 2008 — 2010
Bachelor of Arts (B.A.), Communication Studies
Universidad de Puerto Rico
Study Abroad
Santa Monica College 2005 — 2007
Associate of Arts (A.A.), Liberal Studies
Liz Clifford's Nuveen Investments Experience April 2011 - Present
Job IAC at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 2011 - Present
Global Asset Management April 2009 - March 2010
UBS Global Asset Management October 2007 - March 2009
UBS Global Asset Management July 2006 - October 2007
UBS Global Asset Management May 2005 - July 2006
UBS Wealth Management May 2004 - May 2005
UBS PaineWebber April 2001 - May 2004
Mutchler Pharmaceuticals Inc October 1999 - March 2001
Education
Bucknell University
B.S, Chemical Engineering
Nuveen Investments April 2011 - Present
Global Asset Management April 2009 - March 2010
UBS Global Asset Management October 2007 - March 2009
UBS Global Asset Management July 2006 - October 2007
UBS Global Asset Management May 2005 - July 2006
UBS Wealth Management May 2004 - May 2005
UBS PaineWebber April 2001 - May 2004
Mutchler Pharmaceuticals Inc October 1999 - March 2001
Education
Bucknell University
B.S, Chemical Engineering
Charles Mathys's Nuveen Investments Experience November 2012 - Present
Job Vice President, Ethics Office at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments November 2012 - Present
UBS O'Connor LLC October 2003 - November 2012
UBS Global Asset Management (Americas) Inc. December 2000 - October 2003
UBS Global Asset Management (Americas) Inc. December 1998 - December 2000
Skills
Hedge Funds, Securities, Series 7, Equities, Asset Managment, Fund Of Funds, Investment Advisory, Mutual Funds, Alternative Investments, Trading, Securities Regulation, Series 24, Investments, AML, Investment Company Act
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1992 — 1995
JD
DePaul University 1988 — 1990
MBA, Finance
Knox College 1984 — 1988
BA, Economics/Political Science
Nuveen Investments November 2012 - Present
UBS O'Connor LLC October 2003 - November 2012
UBS Global Asset Management (Americas) Inc. December 2000 - October 2003
UBS Global Asset Management (Americas) Inc. December 1998 - December 2000
Skills
Hedge Funds, Securities, Series 7, Equities, Asset Managment, Fund Of Funds, Investment Advisory, Mutual Funds, Alternative Investments, Trading, Securities Regulation, Series 24, Investments, AML, Investment Company Act
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1992 — 1995
JD
DePaul University 1988 — 1990
MBA, Finance
Knox College 1984 — 1988
BA, Economics/Political Science
Tim Kafesjian's Nuveen Investments Experience April 2008 - October 2014
Job SVP, Investment Operations at Athene Asset Management, L.P.
Industry Investment Management
Experience
Athene Asset Management, L.P. October 2014 - Present
Nuveen Investments April 2008 - October 2014
Mellon Financial 2003 - 2008
Bank of America Capital Management 1984 - 2003
Skills
Outsourcing, Fixed Income, Financial Analysis, Accounting, Trading, Finance, Derivatives, Back Office, Asset Management, Mutual Funds, Fund Accounting, CRM, Financial Services, Portfolio Management, Securities, Hedge Funds, Equities, Middle Office
Education
California State University, Fresno 1979 — 1984
BS, Agri-Finance
Athene Asset Management, L.P. October 2014 - Present
Nuveen Investments April 2008 - October 2014
Mellon Financial 2003 - 2008
Bank of America Capital Management 1984 - 2003
Skills
Outsourcing, Fixed Income, Financial Analysis, Accounting, Trading, Finance, Derivatives, Back Office, Asset Management, Mutual Funds, Fund Accounting, CRM, Financial Services, Portfolio Management, Securities, Hedge Funds, Equities, Middle Office
Education
California State University, Fresno 1979 — 1984
BS, Agri-Finance
Ben H. Stairs, CFA's Nuveen Investments Experience 2000 - 2002
Job EVP, Divisional Sales Manager at PIMCO
Industry Financial Services
Experience
PIMCO February 2010 - Present
AllianceBernstein January 2009 - February 2010
AllianceBernstein March 2007 - January 2009
AllianceBernstein August 2004 - March 2007
Putnam Investments 2002 - 2004
Nuveen Investments 2000 - 2002
Nuveen Investments 1995 - 2000
Nuveen Investments May 1989 - May 1995
Education
Texas Christian University - M.J. Neeley School of Business 1992 — 1994
MBA, Finance
Baylor University 1985 — 1989
BBA, Economics
PIMCO February 2010 - Present
AllianceBernstein January 2009 - February 2010
AllianceBernstein March 2007 - January 2009
AllianceBernstein August 2004 - March 2007
Putnam Investments 2002 - 2004
Nuveen Investments 2000 - 2002
Nuveen Investments 1995 - 2000
Nuveen Investments May 1989 - May 1995
Education
Texas Christian University - M.J. Neeley School of Business 1992 — 1994
MBA, Finance
Baylor University 1985 — 1989
BBA, Economics
Nicole Everhart-Sundberg's Nuveen Investments Experience March 2005 - January 2007
Job NAV Ops Investment Accountant Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2014 - Present
Comprehensive Investment Solutions, LLC November 2012 - February 2014
BNP Paribas March 2007 - August 2009
Nuveen Investments March 2005 - January 2007
Nuveen Investments 2005 - 2007
Wachovia Wealth Management September 2003 - March 2005
PNC Investments/ PFPC Trust Company May 2001 - September 2003
Skills
Trading, Account Reconciliation, Securities, Asset Managment, Mutual Funds, Fixed Income, Series 7, Alternative Investments, Wealth Management, Equities, Bonds, Investments, Bloomberg, Portfolio Management, Series 63, Hedge Funds, Financial Modeling, Financial Analysis, Asset Allocation, Bloomberg Terminal, Derivatives, Corporate Finance, Capital Markets, Investment Strategies, Options, Investment Advisory, Financial Markets, Financial Services
Education
Bucknell University 1997 — 2001
BA, Economics, Animal Behavior, Dance, 3.3
BNY Mellon March 2014 - Present
Comprehensive Investment Solutions, LLC November 2012 - February 2014
BNP Paribas March 2007 - August 2009
Nuveen Investments March 2005 - January 2007
Nuveen Investments 2005 - 2007
Wachovia Wealth Management September 2003 - March 2005
PNC Investments/ PFPC Trust Company May 2001 - September 2003
Skills
Trading, Account Reconciliation, Securities, Asset Managment, Mutual Funds, Fixed Income, Series 7, Alternative Investments, Wealth Management, Equities, Bonds, Investments, Bloomberg, Portfolio Management, Series 63, Hedge Funds, Financial Modeling, Financial Analysis, Asset Allocation, Bloomberg Terminal, Derivatives, Corporate Finance, Capital Markets, Investment Strategies, Options, Investment Advisory, Financial Markets, Financial Services
Education
Bucknell University 1997 — 2001
BA, Economics, Animal Behavior, Dance, 3.3
Joe Mailer's Nuveen Investments Experience December 2010 - Present
Job IT
Industry Information Technology and Services
Experience
Nuveen Investments December 2010 - Present
USBank June 2001 - December 2010
Skills
Windows 7, XP, Process Improvement, DNS, Technical Support, Citrix, Virtualization, Hardware, Cisco Technologies, Software Documentation, Blackberry Enterprise..., Microsoft Technologies, Operating Systems, Blackberry, Help Desk Support, Windows, TCP/IP, WAN, Group Policy, VPN, Laptops, Remote Desktop, Server Administration, Software Installation, Bloomberg, Windows XP
Education
Century College
Nuveen Investments December 2010 - Present
USBank June 2001 - December 2010
Skills
Windows 7, XP, Process Improvement, DNS, Technical Support, Citrix, Virtualization, Hardware, Cisco Technologies, Software Documentation, Blackberry Enterprise..., Microsoft Technologies, Operating Systems, Blackberry, Help Desk Support, Windows, TCP/IP, WAN, Group Policy, VPN, Laptops, Remote Desktop, Server Administration, Software Installation, Bloomberg, Windows XP
Education
Century College
Brendan O'Neill's Nuveen Investments Experience September 1997 - March 2004
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock September 2006 - Present
Merrill Lynch Investment Managers April 2004 - September 2006
Nuveen Investments September 1997 - March 2004
Rittenhouse Investment Management March 1995 - August 1997
Nomura Asset Management June 1985 - August 1987
Nomura Securities June 1983 - May 1985
Education
Harvard Business School 1987 — 1989
Masters, Business Administration
Brown University 1979 — 1983
BA, International Relations
BlackRock September 2006 - Present
Merrill Lynch Investment Managers April 2004 - September 2006
Nuveen Investments September 1997 - March 2004
Rittenhouse Investment Management March 1995 - August 1997
Nomura Asset Management June 1985 - August 1987
Nomura Securities June 1983 - May 1985
Education
Harvard Business School 1987 — 1989
Masters, Business Administration
Brown University 1979 — 1983
BA, International Relations
LaKeith Hoskin's Nuveen Investments Experience March 2007 - November 2008
Job Discovery Attorney consulting at Various Chicago Law Firms
Industry Legal Services
Experience
Various Chicago Law Firms November 2008 - Present
CARPLS (Coordinated Advice and Referral Program for Legal Svcs.) January 2009 - Present
Nuveen Investments March 2007 - November 2008
Special Counsel November 2006 - February 2007
Law Resources August 2006 - November 2006
Illinois Attorney General's Office--Crime Victim Services Bureau January 2006 - May 2006
Skills
Litigation Support, Corporate Law, Legal Writing, Legal Research, Due Diligence, Westlaw, Legal Assistance, Document Review, Lexis/Nexis, Legal Issues
Education
Chicago-Kent College of Law, Illinois Institute of Technology
J.D., Law
Princeton University
B.A., English
American Conservatory Theater
M.F.A., Drama
Various Chicago Law Firms November 2008 - Present
CARPLS (Coordinated Advice and Referral Program for Legal Svcs.) January 2009 - Present
Nuveen Investments March 2007 - November 2008
Special Counsel November 2006 - February 2007
Law Resources August 2006 - November 2006
Illinois Attorney General's Office--Crime Victim Services Bureau January 2006 - May 2006
Skills
Litigation Support, Corporate Law, Legal Writing, Legal Research, Due Diligence, Westlaw, Legal Assistance, Document Review, Lexis/Nexis, Legal Issues
Education
Chicago-Kent College of Law, Illinois Institute of Technology
J.D., Law
Princeton University
B.A., English
American Conservatory Theater
M.F.A., Drama
Michelle Dougherty's Nuveen Investments Experience August 2000 - June 2006
Job VP and Senior Research Analyst at Nuveen Asset Management
Industry Financial Services
Experience
Nuveen Asset Management May 2006 - Present
Nuveen Investments August 2000 - June 2006
The Coca-Cola Company June 1994 - October 1996
Deloitte & Touche August 1991 - June 1993
Skills
Fixed Income, Investment Banking, Investments, Financial Modeling, Risk Management, Credit, Mutual Funds, Financial Analysis, Asset Managment, Corporate Finance, Investment Management, Capital Markets, Analysis, Asset Management, Due Diligence, Financial Risk, Accounting
Education
University of Houston 1993 — 1994
MS, Accounting
Auburn University 1986 — 1991
BS, Accounting
Nuveen Asset Management May 2006 - Present
Nuveen Investments August 2000 - June 2006
The Coca-Cola Company June 1994 - October 1996
Deloitte & Touche August 1991 - June 1993
Skills
Fixed Income, Investment Banking, Investments, Financial Modeling, Risk Management, Credit, Mutual Funds, Financial Analysis, Asset Managment, Corporate Finance, Investment Management, Capital Markets, Analysis, Asset Management, Due Diligence, Financial Risk, Accounting
Education
University of Houston 1993 — 1994
MS, Accounting
Auburn University 1986 — 1991
BS, Accounting
Scott A. Stanley, CIMA's Nuveen Investments Experience February 2010 - Present
Job Vice President
Industry Financial Services
Experience
Nuveen Investments February 2010 - Present
Merrill Lynch April 2005 - June 2009
Merrill Lynch June 1994 - April 2005
Skills
Alternative Investments, Mutual Funds, Series 7, Strategic Financial..., Wealth Management
Education
University of California, Berkeley, Haas School of Business 2005 — 2006
Certificate Program
California State University-Bakersfield
BA, Economics / Finance
Bakersfield High School
Nuveen Investments February 2010 - Present
Merrill Lynch April 2005 - June 2009
Merrill Lynch June 1994 - April 2005
Skills
Alternative Investments, Mutual Funds, Series 7, Strategic Financial..., Wealth Management
Education
University of California, Berkeley, Haas School of Business 2005 — 2006
Certificate Program
California State University-Bakersfield
BA, Economics / Finance
Bakersfield High School
Kalman Fortoloczki's Nuveen Investments Experience May 2010 - Present
Job Assistant Vice PresidentCompliance at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 2010 - Present
UBS Wealth Management October 2004 - April 2009
UBS Wealth Management October 1999 - October 2004
Simpson Thacher & Bartlett LLP April 1999 - October 1999
Cravath, Swaine & Moore LLP September 1989 - April 1999
Skills
Series 7, Series 24
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1986 — 1989
Law
Columbia University in the City of New York 1981 — 1985
BA, Biology, English
Somerville H.S. 1977 — 1981
Nuveen Investments May 2010 - Present
UBS Wealth Management October 2004 - April 2009
UBS Wealth Management October 1999 - October 2004
Simpson Thacher & Bartlett LLP April 1999 - October 1999
Cravath, Swaine & Moore LLP September 1989 - April 1999
Skills
Series 7, Series 24
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1986 — 1989
Law
Columbia University in the City of New York 1981 — 1985
BA, Biology, English
Somerville H.S. 1977 — 1981
Zori Tsvetkova, MBA's Nuveen Investments Experience June 2012 - August 2013
Job Investment Marketing
Industry Financial Services
Experience
Capital Group August 2013 - Present
Nuveen Investments June 2012 - August 2013
Nuveen Investments October 2010 - June 2012
The Vanguard Group March 2009 - October 2010
The Vanguard Group December 2007 - March 2009
The Vanguard Group October 2006 - December 2007
Home Depot At-Home Services September 2005 - October 2006
Skills
Investments, Mutual Funds, ETFs, Stocks, Bonds, RFP preparation, Investment Marketing, RFP, Capital Markets, Asset Allocation, Fixed Income, Equities, Financial Modeling, Securities, Portfolio Management, Risk Management, Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 2008 — 2009
Master of Business Administration, Business Administration and Management, General
Western International University 2003 — 2006
Bachelor of Science, International Business
Henderson State University 2002 — 2003
Business Administration
Exemplary High School of Mathematics 1996 — 2002
High School Diploma, Mathematics, English
Capital Group August 2013 - Present
Nuveen Investments June 2012 - August 2013
Nuveen Investments October 2010 - June 2012
The Vanguard Group March 2009 - October 2010
The Vanguard Group December 2007 - March 2009
The Vanguard Group October 2006 - December 2007
Home Depot At-Home Services September 2005 - October 2006
Skills
Investments, Mutual Funds, ETFs, Stocks, Bonds, RFP preparation, Investment Marketing, RFP, Capital Markets, Asset Allocation, Fixed Income, Equities, Financial Modeling, Securities, Portfolio Management, Risk Management, Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 2008 — 2009
Master of Business Administration, Business Administration and Management, General
Western International University 2003 — 2006
Bachelor of Science, International Business
Henderson State University 2002 — 2003
Business Administration
Exemplary High School of Mathematics 1996 — 2002
High School Diploma, Mathematics, English
Peter Halverson's Nuveen Investments Experience May 2006 - August 2006
Job General Manager at Thermo King of Sioux Falls
Industry Transportation/Trucking/Railroad
Experience
Thermo King of Sioux Falls May 2015 - Present
Optum January 2011 - April 2015
UnitedHealthcare January 2008 - May 2011
Centre for Sustainable Development February 2007 - June 2007
Nuveen Investments May 2006 - August 2006
Skills
PowerPoint, SPSS, Financial Modeling, IVR, Campaign Design, Direct Mail, Unica, Offshore Management, Analysis, Excel, Statistics, Data Analysis, SAS, Access, Business Analysis, Customer Relations, Process Improvement, Financial Analysis, SQL, Word, Team Building, Segmentation, Microsoft Office, Marketing Strategy, Market Research, Program Management, Business Intelligence, Strategic Planning, Change Management, Asset Management, Visio, Product Development, Business Strategy, Outlook, Customer Satisfaction, Portfolio Management, Customer Service, Retail, Public Speaking, Healthcare, Compliance, Budgeting, Web Analytics, MS Project, Vendor Management, Mentoring, Data Warehousing, Analytics, Account Management, Writing
Education
University of Minnesota - Carlson School of Management 2011 — 2014
MBA, Strategy
Bethel University 2002 — 2006
BA, Marketing, Finance
Thermo King of Sioux Falls May 2015 - Present
Optum January 2011 - April 2015
UnitedHealthcare January 2008 - May 2011
Centre for Sustainable Development February 2007 - June 2007
Nuveen Investments May 2006 - August 2006
Skills
PowerPoint, SPSS, Financial Modeling, IVR, Campaign Design, Direct Mail, Unica, Offshore Management, Analysis, Excel, Statistics, Data Analysis, SAS, Access, Business Analysis, Customer Relations, Process Improvement, Financial Analysis, SQL, Word, Team Building, Segmentation, Microsoft Office, Marketing Strategy, Market Research, Program Management, Business Intelligence, Strategic Planning, Change Management, Asset Management, Visio, Product Development, Business Strategy, Outlook, Customer Satisfaction, Portfolio Management, Customer Service, Retail, Public Speaking, Healthcare, Compliance, Budgeting, Web Analytics, MS Project, Vendor Management, Mentoring, Data Warehousing, Analytics, Account Management, Writing
Education
University of Minnesota - Carlson School of Management 2011 — 2014
MBA, Strategy
Bethel University 2002 — 2006
BA, Marketing, Finance
Amy Widiger's Nuveen Investments Experience November 2011 - May 2014
Job Portfolio Strategist at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. September 2015 - Present
Oxford Financial Group, Ltd. May 2014 - Present
Nuveen Investments November 2011 - May 2014
Nuveen Investments October 2009 - December 2011
Siella Imaging September 2007 - October 2009
Education
Ball State University 2002 — 2007
Bachelor of Science
Oxford Financial Group, Ltd. September 2015 - Present
Oxford Financial Group, Ltd. May 2014 - Present
Nuveen Investments November 2011 - May 2014
Nuveen Investments October 2009 - December 2011
Siella Imaging September 2007 - October 2009
Education
Ball State University 2002 — 2007
Bachelor of Science
Christopher Rohrbacher's Nuveen Investments Experience February 2008 - January 2011
Job Senior Vice President and Assistant General Counsel at Nuveen Investments
Industry Law Practice
Experience
Nuveen Investments, Inc. February 2008 - Present
Nuveen Investments February 2008 - January 2011
Skadden, Arps, Slate, Meagher & Flom LLP 2002 - 2008
Skills
Securities, Corporate Law, Corporate Governance, Securities Regulation, Mergers & Acquisitions, Due Diligence, Private Equity, Commercial Litigation, Litigation, Legal Research, Legal Writing, Civil Litigation
Education
University of Chicago Law School 1999 — 2001
JD
Carleton College 1989 — 1993
BA, Political Science
Nuveen Investments, Inc. February 2008 - Present
Nuveen Investments February 2008 - January 2011
Skadden, Arps, Slate, Meagher & Flom LLP 2002 - 2008
Skills
Securities, Corporate Law, Corporate Governance, Securities Regulation, Mergers & Acquisitions, Due Diligence, Private Equity, Commercial Litigation, Litigation, Legal Research, Legal Writing, Civil Litigation
Education
University of Chicago Law School 1999 — 2001
JD
Carleton College 1989 — 1993
BA, Political Science
Roderick Foxworth's Nuveen Investments Experience 2005 - 2009
Job Real Estate and Mortgage Professional
Industry Real Estate
Experience
Bayview Loan Servicing, LLC September 2012 - Present
Nuveen Investments 2005 - 2009
Skills
Investments, Financial Analysis, Asset Managment, Mortgage Banking, Mortgage Lending, Real Estate, Portfolio Management, Sellers, Asset Management, Credit, Financial Services, Loan Origination, Loans, Real Estate Transactions
Education
Charlotte School of Law 2014 — 2018
Juris Doctor (J.D.), Law
Strayer University-Pennsylvania 2004 — 2006
Master of Business Administration (M.B.A.), Management
Gwynedd-Mercy College 2001 — 2004
Bachelor's degree, Accounting
Bayview Loan Servicing, LLC September 2012 - Present
Nuveen Investments 2005 - 2009
Skills
Investments, Financial Analysis, Asset Managment, Mortgage Banking, Mortgage Lending, Real Estate, Portfolio Management, Sellers, Asset Management, Credit, Financial Services, Loan Origination, Loans, Real Estate Transactions
Education
Charlotte School of Law 2014 — 2018
Juris Doctor (J.D.), Law
Strayer University-Pennsylvania 2004 — 2006
Master of Business Administration (M.B.A.), Management
Gwynedd-Mercy College 2001 — 2004
Bachelor's degree, Accounting
Wendy Masse, CIMA's Nuveen Investments Experience November 1992 - May 2007
Job Senior Vice President & Senior Regional Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2007 - Present
Nuveen Investments November 1992 - May 2007
Skills
Series 63, Series 7, Mutual Funds, Asset Allocation, Wealth Management, Series 65, Alternative Investments, Separately Managed...
Education
American University - Kogod School of Business 1990 — 1992
MBA, Marketing & Finance
Boston University - College of Communication 1986 — 1990
BS, Broadcasting & Film
The Agnes Irwin School
Neuberger Berman May 2007 - Present
Nuveen Investments November 1992 - May 2007
Skills
Series 63, Series 7, Mutual Funds, Asset Allocation, Wealth Management, Series 65, Alternative Investments, Separately Managed...
Education
American University - Kogod School of Business 1990 — 1992
MBA, Marketing & Finance
Boston University - College of Communication 1986 — 1990
BS, Broadcasting & Film
The Agnes Irwin School
Kathy Edgett's Nuveen Investments Experience June 1998 - June 2006
Job Client Relationship Manager at ELAP Services
Industry Hospital & Health Care
Experience
ELAP Services March 2015 - Present
Vanguard March 2006 - March 2015
Nuveen Investments June 1998 - June 2006
Skills
Investments, Customer Relations, Mutual Funds, Series 7, Problem Solving, Cross Selling, Investment Products, Series 63, Investment Advisory, Asset Allocation, Financial Services, Relationship Management, Customer Service, Investment Strategies, Retirement, Securities, Retirement Planning
Education
Bowling Green State University 1986 — 1987
Masters
Lawrence University 1982 — 1985
Bachelor of Arts (B.A.)
ELAP Services March 2015 - Present
Vanguard March 2006 - March 2015
Nuveen Investments June 1998 - June 2006
Skills
Investments, Customer Relations, Mutual Funds, Series 7, Problem Solving, Cross Selling, Investment Products, Series 63, Investment Advisory, Asset Allocation, Financial Services, Relationship Management, Customer Service, Investment Strategies, Retirement, Securities, Retirement Planning
Education
Bowling Green State University 1986 — 1987
Masters
Lawrence University 1982 — 1985
Bachelor of Arts (B.A.)
Meghann Peterson's Nuveen Investments Experience November 2004 - Present
Job RIA Business Development at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments November 2004 - Present
State Street Global Advisors June 2000 - October 2004
Education
Brown University 1996 — 2000
AB, Business Economics and International Relations
Nuveen Investments November 2004 - Present
State Street Global Advisors June 2000 - October 2004
Education
Brown University 1996 — 2000
AB, Business Economics and International Relations
Cody Hilton's Nuveen Investments Experience September 2012 - Present
Job Sr. Trade Settlement Analyst
Industry Investment Management
Experience
Nuveen Investments September 2012 - Present
Northern Trust November 2010 - July 2012
CCIW Basketball 2006 - 2010
Skills
Equities, Bloomberg, Securities, Mutual Funds, Investments, Portfolio Management, Fixed Income, Financial Analysis, Options, Derivatives, Asset Allocation, Asset Managment, Trading, Wealth Management, Microsoft Excel, Banking, Financial Modeling, Settlement
Education
Carthage College 2006 — 2010
B.A. International Political Economy
Glenbard East 2002 — 2006
Nuveen Investments September 2012 - Present
Northern Trust November 2010 - July 2012
CCIW Basketball 2006 - 2010
Skills
Equities, Bloomberg, Securities, Mutual Funds, Investments, Portfolio Management, Fixed Income, Financial Analysis, Options, Derivatives, Asset Allocation, Asset Managment, Trading, Wealth Management, Microsoft Excel, Banking, Financial Modeling, Settlement
Education
Carthage College 2006 — 2010
B.A. International Political Economy
Glenbard East 2002 — 2006
Karen Aspinall's Nuveen Investments Experience October 2007 - March 2010
Job Senior Vice President, Attorney at PIMCO
Industry Investment Management
Experience
PIMCO January 2013 - Present
PIMCO March 2010 - January 2013
Nuveen Investments October 2007 - March 2010
Morgan Lewis & Bockius March 2004 - September 2007
Dechert LLP September 2000 - March 2004
Skills
Securities Regulation, Securities, Corporate Governance, Corporate Law, Hedge Funds, Legal Research, Litigation, Mutual Funds
Education
American University Washington College of Law 1996 — 2000
JD, Law
American University 1992 — 1996
BA, Law and Society
PIMCO January 2013 - Present
PIMCO March 2010 - January 2013
Nuveen Investments October 2007 - March 2010
Morgan Lewis & Bockius March 2004 - September 2007
Dechert LLP September 2000 - March 2004
Skills
Securities Regulation, Securities, Corporate Governance, Corporate Law, Hedge Funds, Legal Research, Litigation, Mutual Funds
Education
American University Washington College of Law 1996 — 2000
JD, Law
American University 1992 — 1996
BA, Law and Society
Naveen Badey's Nuveen Investments Experience April 2011 - Present
Job Sr.DBA/Architect at Nuveen Investments
Industry Information Technology and Services
Experience
Nuveen Investments April 2011 - Present
Allstate Investments April 2001 - February 2012
Putnam Investments July 2000 - March 2001
Fidelity Investments February 1999 - June 2000
Skills
Performance Tuning, Database Design, PL/SQL, Data Warehousing, RMAN, Shell Scripting, Batch Processing, Job Scheduling, ITIL, Audit C, ORACLE RAC, Oracle ASM, ORACLE DATAGUARD, FLASHBACK TECHNOLOGY, SQL SERVER..., APPLICATION..., CRTSTAL REPORTS, SSRS, SSAS, TOAD, DBArtisian, PERL SCRIPTING,..., DATA MODELING, DATABASE SECURITY AND..., DEVELOPER 2000, .NET, CDC(CHAGE DATA CAPTURE), OEM, DATA MIGRATION, STORAGE MANAGEMENT, SQL, TSQL, INFORMATICA, DATASTAGE, DATABASE INSTALLS,..., CUSTOM SCRIPTS AND..., Database Security, Data Modeling, Oracle RAC, Databases, Microsoft SQL Server, Oracle, Disaster Recovery, SQL Tuning, Business Intelligence, Data Migration, Solaris, High Availability, Unix, ETL, Unix Shell Scripting, Database Administration, DB2, Erwin
Education
Bharathidasan University 1995 — 1997
M.Sc, Computer Science
Andhra University 1994 — 1995
B.Sc, Computer Science
Osmania University 1992 — 1994
B.Sc, Computer Science
Nuveen Investments April 2011 - Present
Allstate Investments April 2001 - February 2012
Putnam Investments July 2000 - March 2001
Fidelity Investments February 1999 - June 2000
Skills
Performance Tuning, Database Design, PL/SQL, Data Warehousing, RMAN, Shell Scripting, Batch Processing, Job Scheduling, ITIL, Audit C, ORACLE RAC, Oracle ASM, ORACLE DATAGUARD, FLASHBACK TECHNOLOGY, SQL SERVER..., APPLICATION..., CRTSTAL REPORTS, SSRS, SSAS, TOAD, DBArtisian, PERL SCRIPTING,..., DATA MODELING, DATABASE SECURITY AND..., DEVELOPER 2000, .NET, CDC(CHAGE DATA CAPTURE), OEM, DATA MIGRATION, STORAGE MANAGEMENT, SQL, TSQL, INFORMATICA, DATASTAGE, DATABASE INSTALLS,..., CUSTOM SCRIPTS AND..., Database Security, Data Modeling, Oracle RAC, Databases, Microsoft SQL Server, Oracle, Disaster Recovery, SQL Tuning, Business Intelligence, Data Migration, Solaris, High Availability, Unix, ETL, Unix Shell Scripting, Database Administration, DB2, Erwin
Education
Bharathidasan University 1995 — 1997
M.Sc, Computer Science
Andhra University 1994 — 1995
B.Sc, Computer Science
Osmania University 1992 — 1994
B.Sc, Computer Science
Anne Steele Kochevar's Nuveen Investments Experience February 2000 - May 2001
Job Chief Compliance Officer at Henderson Global Investors (North America)
Industry Financial Services
Experience
Henderson Global Investors (North America) November 2014 - Present
Destra Capital Management LLC October 2010 - November 2014
Guggenheim Funds Distributors and Guggenheim Funds Advisors September 2002 - October 2010
Allstate Financial Services, LLC May 2001 - September 2002
Nuveen Investments February 2000 - May 2001
Van Kampen Investments, Inc June 1992 - February 2000
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2001 — 2005
Doctor of Law (J.D.)
Indiana University Bloomington 1981 — 1985
B.S., Business, Marketing and Advertising
Henderson Global Investors (North America) November 2014 - Present
Destra Capital Management LLC October 2010 - November 2014
Guggenheim Funds Distributors and Guggenheim Funds Advisors September 2002 - October 2010
Allstate Financial Services, LLC May 2001 - September 2002
Nuveen Investments February 2000 - May 2001
Van Kampen Investments, Inc June 1992 - February 2000
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2001 — 2005
Doctor of Law (J.D.)
Indiana University Bloomington 1981 — 1985
B.S., Business, Marketing and Advertising
Doug Herrera's Nuveen Investments Experience October 2007 - July 2011
Job Associate at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates March 2013 - Present
Kayne Anderson Capital Advisors July 2011 - October 2012
Nuveen Investments October 2007 - July 2011
Nuveen Investments May 2006 - October 2007
Merrill Lynch February 2005 - September 2005
Skills
Marketing, Finance, Marketing Communications, Reports, Market Research, Pitch Books, Sales Analysis, Microsoft Excel, PowerPoint, Photoshop, InDesign, Fact Sheets, Illustrator, Graphic Design, Performance Measurement, Calculations, Graphics, Designs, FactSet, FIN software, Bilingual Proficiency, Cash Management, Mutual Funds, Hedge Funds, Financial Analysis, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Equities, Securities, Investments, Bloomberg
Education
California State University-Los Angeles 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Wilshire Associates March 2013 - Present
Kayne Anderson Capital Advisors July 2011 - October 2012
Nuveen Investments October 2007 - July 2011
Nuveen Investments May 2006 - October 2007
Merrill Lynch February 2005 - September 2005
Skills
Marketing, Finance, Marketing Communications, Reports, Market Research, Pitch Books, Sales Analysis, Microsoft Excel, PowerPoint, Photoshop, InDesign, Fact Sheets, Illustrator, Graphic Design, Performance Measurement, Calculations, Graphics, Designs, FactSet, FIN software, Bilingual Proficiency, Cash Management, Mutual Funds, Hedge Funds, Financial Analysis, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Equities, Securities, Investments, Bloomberg
Education
California State University-Los Angeles 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Raya Mcanern's Nuveen Investments Experience July 2004 - August 2006
Job Vice President, Senior Municipal Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance November 2013 - Present
Eaton Vance February 2008 - Present
State Street September 2006 - January 2008
Nuveen Investments July 2004 - August 2006
Nuveen Investments August 1999 - June 2004
Skills
Bloomberg, Fixed Income, Portfolio Management, Capital Markets
Education
Bates College
Bachelor of Arts (B.A.)
Loyola University of Chicago
Master of Business Administration (MBA)
Eaton Vance November 2013 - Present
Eaton Vance February 2008 - Present
State Street September 2006 - January 2008
Nuveen Investments July 2004 - August 2006
Nuveen Investments August 1999 - June 2004
Skills
Bloomberg, Fixed Income, Portfolio Management, Capital Markets
Education
Bates College
Bachelor of Arts (B.A.)
Loyola University of Chicago
Master of Business Administration (MBA)
Manoj Ranganathan's Nuveen Investments Experience July 2015 - Present
Job
Industry Investment Management
Experience
Nuveen Investments July 2015 - Present
Chicago Transit Authority May 2014 - August 2014
U.S. Commercial Service January 2014 - May 2014
Loment, Inc. June 2012 - August 2012
Ditto Trade, Inc. June 2011 - August 2011
Skills
Economics, Data Analysis, Public Policy, Market Research, Finance, Microsoft Office, Microsoft Excel, Time Management, Team Leadership, Regulatory Compliance, Investments, Leadership, Financial Regulation, Research, Customer Service, Statistics, Capital Markets, Management, Teamwork, Access, CRM, Policy Analysis, Stata, International Trade, Program Management, Municipal Budgeting, Financial Analysis, Strategic Planning, Financial Modeling, Marketing, Corporate Finance, Qualitative Research, Business Strategy, Political Science
Education
Case Western Reserve University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Waubonsie Valley High School 2007 — 2011
High School
Nuveen Investments July 2015 - Present
Chicago Transit Authority May 2014 - August 2014
U.S. Commercial Service January 2014 - May 2014
Loment, Inc. June 2012 - August 2012
Ditto Trade, Inc. June 2011 - August 2011
Skills
Economics, Data Analysis, Public Policy, Market Research, Finance, Microsoft Office, Microsoft Excel, Time Management, Team Leadership, Regulatory Compliance, Investments, Leadership, Financial Regulation, Research, Customer Service, Statistics, Capital Markets, Management, Teamwork, Access, CRM, Policy Analysis, Stata, International Trade, Program Management, Municipal Budgeting, Financial Analysis, Strategic Planning, Financial Modeling, Marketing, Corporate Finance, Qualitative Research, Business Strategy, Political Science
Education
Case Western Reserve University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Waubonsie Valley High School 2007 — 2011
High School
Atit Patel's Nuveen Investments Experience August 2015 - Present
Job Investment Compliance
Industry Investment Management
Experience
Nuveen Investments August 2015 - Present
Deutsche Asset and Wealth Management March 2015 - July 2015
BNP Paribas Investment Partners August 2014 - March 2015
MetLife May 2014 - July 2014
Strategic Venture Group June 2006 - April 2014
Education
Brunel University London 1998 — 2002
Bachelor of Economics & Business Finance
Nuveen Investments August 2015 - Present
Deutsche Asset and Wealth Management March 2015 - July 2015
BNP Paribas Investment Partners August 2014 - March 2015
MetLife May 2014 - July 2014
Strategic Venture Group June 2006 - April 2014
Education
Brunel University London 1998 — 2002
Bachelor of Economics & Business Finance
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group