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.
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Nuveen Investments Employees
Employee
Years
Job
Industry
Ryan Kolka Ryan Kolka's Nuveen Investments Experience August 2015 - Present
Job Front Office Liaison/Charles River Development Specialist at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2015 - Present
Nuveen Investments June 2014 - August 2014
Royal Fox Country Club May 2013 - June 2013
Marmion Military Academy May 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Outlook, Microsoft Word, English, Research, Public Speaking, Strategic Planning, Budgets, Windows, Teaching, Photoshop, HTML
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Nuveen Investments August 2015 - Present
Nuveen Investments June 2014 - August 2014
Royal Fox Country Club May 2013 - June 2013
Marmion Military Academy May 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Outlook, Microsoft Word, English, Research, Public Speaking, Strategic Planning, Budgets, Windows, Teaching, Photoshop, HTML
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Michael Walsh CFP® Michael Walsh CFP®'s Nuveen Investments Experience July 1996 - June 1998
Job Managing Partner, CFP® at Juniper Wealth Advisors
Industry Financial Services
Experience
Juniper Wealth Advisors July 2009 - Present
Smith Barney February 2001 - July 2009
Citigroup Asset Management March 1998 - February 2001
Nuveen Investments July 1996 - June 1998
Skills
Investments, Mutual Funds, Financial Services, Financial Advisory, Retirement, Finance, Retirement Planning, Asset Allocation, Securities, Alternative Investments, Investment Strategies, High Net Worth...
Education
University of Michigan 1992 — 1996
BA, History
Evanston Township High School 1989 — 1992
Juniper Wealth Advisors July 2009 - Present
Smith Barney February 2001 - July 2009
Citigroup Asset Management March 1998 - February 2001
Nuveen Investments July 1996 - June 1998
Skills
Investments, Mutual Funds, Financial Services, Financial Advisory, Retirement, Finance, Retirement Planning, Asset Allocation, Securities, Alternative Investments, Investment Strategies, High Net Worth...
Education
University of Michigan 1992 — 1996
BA, History
Evanston Township High School 1989 — 1992
Yugeng Sun Yugeng Sun's Nuveen Investments Experience June 2012 - August 2012
Job Investment Management EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners January 2013 - Present
Nuveen Investments June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Bloomberg, Fixed Income, Portfolio Management, Finance, Investments, Investment Management, Financial Services, Financial Modeling, Leadership, Equity Research, Analysis, Options
Education
University of Michigan 2010 — 2013
Bachelor of Science (BS), Financial Mathematics and Economics
EARNEST Partners January 2013 - Present
Nuveen Investments June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Bloomberg, Fixed Income, Portfolio Management, Finance, Investments, Investment Management, Financial Services, Financial Modeling, Leadership, Equity Research, Analysis, Options
Education
University of Michigan 2010 — 2013
Bachelor of Science (BS), Financial Mathematics and Economics
Macy Hudson Macy Hudson's Nuveen Investments Experience June 2013 - August 2013
Job Student University of Michigan
Industry
Experience
Kappa Kappa Gamma October 2013 - Present
Phi Chi Theta Business Fraternity January 2013 - Present
Flower Fox April 2013 - Present
Junior Panhellenic January 2013 - December 2013
Nuveen Investments June 2013 - August 2013
Urban Outfitters January 2012 - August 2012
Marian High School 2009 - 2012
Mission of Hope Haiti 2011 - 2011
Skills
Research, Public Speaking, C++ Language, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, English, Python Language
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA)
University of Michigan 2012 — 2016
Literature, Science, and Arts Minor, Computer Science, Creative Writing
Kappa Kappa Gamma October 2013 - Present
Phi Chi Theta Business Fraternity January 2013 - Present
Flower Fox April 2013 - Present
Junior Panhellenic January 2013 - December 2013
Nuveen Investments June 2013 - August 2013
Urban Outfitters January 2012 - August 2012
Marian High School 2009 - 2012
Mission of Hope Haiti 2011 - 2011
Skills
Research, Public Speaking, C++ Language, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, English, Python Language
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA)
University of Michigan 2012 — 2016
Literature, Science, and Arts Minor, Computer Science, Creative Writing
Amanda Banaszak's Nuveen Investments Experience February 2015 - Present
Job AVP, Manager of Data Integrity Ops at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments February 2015 - Present
Nuveen Investments February 2013 - February 2015
Nuveen Investments March 2012 - February 2013
Nuveen Investments July 2011 - March 2012
Nuveen Investments October 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Leadership, Bloomberg
Education
University of Illinois at Urbana-Champaign 2006 — 2010
LAS, Economics
University of Illinois at Urbana-Champaign
Leadership
Nuveen Investments February 2015 - Present
Nuveen Investments February 2013 - February 2015
Nuveen Investments March 2012 - February 2013
Nuveen Investments July 2011 - March 2012
Nuveen Investments October 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Leadership, Bloomberg
Education
University of Illinois at Urbana-Champaign 2006 — 2010
LAS, Economics
University of Illinois at Urbana-Champaign
Leadership
Jay Zhang Jay Zhang's Nuveen Investments Experience August 2015 - Present
Job HRIS Analyst at Nuveen Investments
Industry Human Resources
Experience
Nuveen Investments August 2015 - Present
American Hotel Register Company January 2015 - August 2015
American Hotel Register April 2013 - December 2014
ITW June 2012 - August 2012
Carle Foundation Hospital October 2011 - December 2011
Skills
Employee Relations, Human Resources, Compensations, Employee Benefits, Succession Planning, HRIS, New Hire Orientations, Ultipro, Performance Management, Deferred Compensation
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Masters, Human Resources
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelors, Psychology
Nuveen Investments August 2015 - Present
American Hotel Register Company January 2015 - August 2015
American Hotel Register April 2013 - December 2014
ITW June 2012 - August 2012
Carle Foundation Hospital October 2011 - December 2011
Skills
Employee Relations, Human Resources, Compensations, Employee Benefits, Succession Planning, HRIS, New Hire Orientations, Ultipro, Performance Management, Deferred Compensation
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Masters, Human Resources
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelors, Psychology
Camille Whittick's Nuveen Investments Experience January 1996 - January 2007
Job Sales Director Saturn Infotech
Industry Information Technology and Services
Experience
Saturn Infotech, Inc. January 2014 - Present
North Penn United Way September 2014 - Present
CDW LLC January 2010 - December 2013
CDW February 2012 - January 2013
Fidelity Investments September 2007 - February 2009
Nuveen Investment April 2006 - May 2007
Nuveen Investments January 1996 - January 2007
Nuveen January 2001 - April 2006
Nuveen Investments January 1998 - January 2000
Rittenhouse Asset Management January 1996 - January 1998
Skills
Technology Sales, Consultative Selling, Account Management, Customer Relations, Territory, New Business Development, Problem Solving, Sales, Sales Operations, Customer Service, Selling, Management, Microsoft Network, Business Development, CRM, Recruiting, Analysis, Cold Calling, Sales Process, Insurance, Time Management, Solution Selling, Analytics, Pre-sales, Enterprise Software, SaaS, Business Process, Lead Generation, Channel Partners, Vendor Management, Cloud Computing, Strategy, Professional Services, Sales Management, Networking, Strategic Partnerships, Managed Services, Business Intelligence, Sales Presentations, Team Leadership, B2B, Data Center, Salesforce.com, Direct Sales, ERP, Customer Retention, Cross-functional Team..., Leadership, Strategic Planning, Business Analysis
Education
University of Phoenix 2001 — 2006
Bachelor of Science, Business Marketing
St Huberts
Diploma
Saturn Infotech, Inc. January 2014 - Present
North Penn United Way September 2014 - Present
CDW LLC January 2010 - December 2013
CDW February 2012 - January 2013
Fidelity Investments September 2007 - February 2009
Nuveen Investment April 2006 - May 2007
Nuveen Investments January 1996 - January 2007
Nuveen January 2001 - April 2006
Nuveen Investments January 1998 - January 2000
Rittenhouse Asset Management January 1996 - January 1998
Skills
Technology Sales, Consultative Selling, Account Management, Customer Relations, Territory, New Business Development, Problem Solving, Sales, Sales Operations, Customer Service, Selling, Management, Microsoft Network, Business Development, CRM, Recruiting, Analysis, Cold Calling, Sales Process, Insurance, Time Management, Solution Selling, Analytics, Pre-sales, Enterprise Software, SaaS, Business Process, Lead Generation, Channel Partners, Vendor Management, Cloud Computing, Strategy, Professional Services, Sales Management, Networking, Strategic Partnerships, Managed Services, Business Intelligence, Sales Presentations, Team Leadership, B2B, Data Center, Salesforce.com, Direct Sales, ERP, Customer Retention, Cross-functional Team..., Leadership, Strategic Planning, Business Analysis
Education
University of Phoenix 2001 — 2006
Bachelor of Science, Business Marketing
St Huberts
Diploma
Julie Stone Julie Stone's Nuveen Investments Experience June 2009 - September 2009
Job Director, Talent Acquisition | Cushman & Wakefield
Industry Staffing and Recruiting
Experience
Cushman & Wakefield September 2014 - Present
Technical Source Group, Inc. January 1999 - October 2014
CDI August 2012 - August 2014
Ernst & Young July 2011 - July 2012
SymphonyIRI Group September 2010 - May 2011
CrossCom National July 2009 - September 2010
Nuveen Investments June 2009 - September 2009
Navistar Inc. May 2008 - December 2008
Johnson Controls 2007 - 2008
Wolters Kluwer 2005 - 2006
Skills
Recruiting, Sourcing, Talent Acquisition, Interviews, Screening, Human Resources, Hiring, Cold Calling, Talent Management, Taleo, Business Development, Screening Resumes, People Skills, Sales, New Business Development, Coaching, Negotiation, Account Management, Internet Recruiting, Social Networking, Business Networking, Resume Writing, LinkedIn, networking, Conducting Interviews, Research, Management Consulting, Full-cycle Recruiting, Candidate Screening, Compliance, Corporate Recruiting, Professional Services, Professional Networking, qualify, coach, Resume Mining, Full Life-Cycle..., Interviewing, interview coaching, Recruitment/Retention, Recruitment Process..., Human Relations, Talent Assessment, Resume, Behavioral Interviewing, Telephone Interviewing, job boards, Talent Mining, Workday, Team Management
Education
The University of Chicago
School of Social Administration-SSA
The University of Michigan
BA, Psychology
Cushman & Wakefield September 2014 - Present
Technical Source Group, Inc. January 1999 - October 2014
CDI August 2012 - August 2014
Ernst & Young July 2011 - July 2012
SymphonyIRI Group September 2010 - May 2011
CrossCom National July 2009 - September 2010
Nuveen Investments June 2009 - September 2009
Navistar Inc. May 2008 - December 2008
Johnson Controls 2007 - 2008
Wolters Kluwer 2005 - 2006
Skills
Recruiting, Sourcing, Talent Acquisition, Interviews, Screening, Human Resources, Hiring, Cold Calling, Talent Management, Taleo, Business Development, Screening Resumes, People Skills, Sales, New Business Development, Coaching, Negotiation, Account Management, Internet Recruiting, Social Networking, Business Networking, Resume Writing, LinkedIn, networking, Conducting Interviews, Research, Management Consulting, Full-cycle Recruiting, Candidate Screening, Compliance, Corporate Recruiting, Professional Services, Professional Networking, qualify, coach, Resume Mining, Full Life-Cycle..., Interviewing, interview coaching, Recruitment/Retention, Recruitment Process..., Human Relations, Talent Assessment, Resume, Behavioral Interviewing, Telephone Interviewing, job boards, Talent Mining, Workday, Team Management
Education
The University of Chicago
School of Social Administration-SSA
The University of Michigan
BA, Psychology
Marcus H. Marcus H.'s Nuveen Investments Experience March 2007 - October 2009
Job Search Engine Optimization (SEO) Consultant AMG Employee Management Inc.
Industry Financial Services
Experience
JM Internet Group March 2010 - April 2011
Nuveen Investments March 2007 - October 2009
ManpowerGroup 2007 - 2007
SunPower Corporation June 2006 - December 2006
Enterprise Computing Institute February 2004 - May 2006
World Savings February 2002 - March 2003
Bluewater Information Convergence April 1999 - December 2001
Sun Microsystems 1987 - 1999
Skills
Project Management, Digital Marketing, Business Analysis, Lead Generation, IT Management, Keyword Analysis, Keyword Research, Google Analytics, Organic Search, Link Building, Link Analysis, Competitive Analysis, SEM, Marketing, E-commerce, Online Marketing, Social Networking, SEO
Education
University of Phoenix
Bachelor's Degree, Business Marketing
JM Internet Group March 2010 - April 2011
Nuveen Investments March 2007 - October 2009
ManpowerGroup 2007 - 2007
SunPower Corporation June 2006 - December 2006
Enterprise Computing Institute February 2004 - May 2006
World Savings February 2002 - March 2003
Bluewater Information Convergence April 1999 - December 2001
Sun Microsystems 1987 - 1999
Skills
Project Management, Digital Marketing, Business Analysis, Lead Generation, IT Management, Keyword Analysis, Keyword Research, Google Analytics, Organic Search, Link Building, Link Analysis, Competitive Analysis, SEM, Marketing, E-commerce, Online Marketing, Social Networking, SEO
Education
University of Phoenix
Bachelor's Degree, Business Marketing
Paul R. Pezza Paul R. Pezza's Nuveen Investments Experience September 2010 - June 2011
Job PIMCO Investments Vice President, Advisor Consultant for the Chicago Market
Industry Financial Services
Experience
PIMCO Investments April 2011 - Present
Nuveen Investments September 2010 - June 2011
Nuveen Investments February 2004 - September 2010
Nuveen Investments July 1998 - February 2004
Nuveen Investments August 1995 - September 1998
Skills
Series 7, High Net Worth..., Separately Managed..., Mutual Funds, Financial Advisory, Asset Allocation, Investments, Institutional..., Alternative Investments, Wealth Management, Equities, Series 63, Management, Investment Management, Asset Management, Finance, Marketing, Fixed Income
Education
University of Iowa 1991 — 1995
BA, Finance
PIMCO Investments April 2011 - Present
Nuveen Investments September 2010 - June 2011
Nuveen Investments February 2004 - September 2010
Nuveen Investments July 1998 - February 2004
Nuveen Investments August 1995 - September 1998
Skills
Series 7, High Net Worth..., Separately Managed..., Mutual Funds, Financial Advisory, Asset Allocation, Investments, Institutional..., Alternative Investments, Wealth Management, Equities, Series 63, Management, Investment Management, Asset Management, Finance, Marketing, Fixed Income
Education
University of Iowa 1991 — 1995
BA, Finance
Derek Simon's Nuveen Investments Experience March 2015 - Present
Job Associate Equity & Real Asset Oversight at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2015 - Present
Intren, Inc June 2012 - March 2015
Nationwide Insurance May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, English, SQL, Accounting, HTML, Financial Modeling, Strategic Financial...
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Mathematics
Northridge Prep 2005 — 2009
Nuveen Investments March 2015 - Present
Intren, Inc June 2012 - March 2015
Nationwide Insurance May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, English, SQL, Accounting, HTML, Financial Modeling, Strategic Financial...
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Mathematics
Northridge Prep 2005 — 2009
Daniel HS McMurtrie's Nuveen Investments Experience June 2012 - August 2012
Job Founder at Tyro Partners LLC
Industry Investment Management
Experience
Tyro Real Estate LLC August 2014 - Present
Tyro Partners LLC July 2014 - Present
Seeking Alpha July 2012 - Present
Notre Dame Investment Club December 2012 - Present
Micro Investment Initiative (Mi3) 2008 - Present
BP May 2013 - August 2013
Nuveen Investments June 2012 - August 2012
The Center for the Study of Financial Regulation September 2011 - June 2012
Student International Business Council (SIBC) September 2011 - June 2012
Oppenheimer & Co. December 2011 - January 2012
Skills
Portfolio Management, Pharmaceutical Industry, Qualitative Research, Fundamental Analysis, Quantitative Research, Data Analysis, Risk Management, Options, Editing, Public Speaking, Python, Java, C++, APIs, Ruby
Education
University of Notre Dame 2010 — 2014
Bachelors, Applied Mathematics, Finance, and Chinese
School Year Abroad: Beijing 2009 — 2010
High School Diploma, Chinese Language and Culture
Phillips Academy Andover 2007 — 2010
High School Diploma
Fork Union Military Academy 2006 — 2007
Tyro Real Estate LLC August 2014 - Present
Tyro Partners LLC July 2014 - Present
Seeking Alpha July 2012 - Present
Notre Dame Investment Club December 2012 - Present
Micro Investment Initiative (Mi3) 2008 - Present
BP May 2013 - August 2013
Nuveen Investments June 2012 - August 2012
The Center for the Study of Financial Regulation September 2011 - June 2012
Student International Business Council (SIBC) September 2011 - June 2012
Oppenheimer & Co. December 2011 - January 2012
Skills
Portfolio Management, Pharmaceutical Industry, Qualitative Research, Fundamental Analysis, Quantitative Research, Data Analysis, Risk Management, Options, Editing, Public Speaking, Python, Java, C++, APIs, Ruby
Education
University of Notre Dame 2010 — 2014
Bachelors, Applied Mathematics, Finance, and Chinese
School Year Abroad: Beijing 2009 — 2010
High School Diploma, Chinese Language and Culture
Phillips Academy Andover 2007 — 2010
High School Diploma
Fork Union Military Academy 2006 — 2007
Bill Carney Bill Carney's Nuveen Investments Experience August 1984 - July 1989
Job Senior Vice President Finance at DRE, Inc./Promex Midwest
Industry Investment Banking
Experience
DRE, Inc./Promex Midwest July 2015 - Present
Incapital November 2011 - July 2015
Mesirow Financial August 1989 - October 2011
Nuveen Investments August 1984 - July 1989
Skills
Public Finance, Series 7, Bonds, Fixed Income, Capital Markets
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Arts, Economics
DRE, Inc./Promex Midwest July 2015 - Present
Incapital November 2011 - July 2015
Mesirow Financial August 1989 - October 2011
Nuveen Investments August 1984 - July 1989
Skills
Public Finance, Series 7, Bonds, Fixed Income, Capital Markets
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Arts, Economics
Sandie K. Rodda, CIMA's Nuveen Investments Experience May 1999 - May 2004
Job Wholesaler, Regional Sales Director
Industry Financial Services
Experience
Highland Capital Management, L.P. November 2012 - December 2014
Morgan Stanley Smith Barney August 2009 - October 2012
Morgan Stanley Smith Barney March 2007 - August 2009
The Vanguard Group, Inc. October 2005 - March 2007
Nuveen Investments May 1999 - May 2004
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Separately Managed..., Series 65, Asset Allocation, Investments, ETFs, Alternative Investments, Retirement, Investment Advisory, Investment Strategies, Finance, Fixed Income, Securities
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS, Finance
LPHS
LPHS
School name:
Highland Capital Management, L.P. November 2012 - December 2014
Morgan Stanley Smith Barney August 2009 - October 2012
Morgan Stanley Smith Barney March 2007 - August 2009
The Vanguard Group, Inc. October 2005 - March 2007
Nuveen Investments May 1999 - May 2004
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Separately Managed..., Series 65, Asset Allocation, Investments, ETFs, Alternative Investments, Retirement, Investment Advisory, Investment Strategies, Finance, Fixed Income, Securities
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS, Finance
LPHS
LPHS
School name:
Michael Perry Michael Perry's Nuveen Investments Experience July 2015 - Present
Job Managing Director at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2015 - Present
UBS Wealth Management November 2009 - July 2015
Merrill Lynch May 1995 - September 2009
AT&T June 1989 - August 1994
Skills
Leadership, Wealth Management, Asset Management, Capital Markets, Investment Advisory, Equity Derivatives, Alternative Investments, Data Management, Financial Planning, Trust Management, Insurance
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance
University of Michigan College of Engineering 1985 — 1989
B.S., Industrial and Operations Engineering
Miami Killian High School
Nuveen Investments July 2015 - Present
UBS Wealth Management November 2009 - July 2015
Merrill Lynch May 1995 - September 2009
AT&T June 1989 - August 1994
Skills
Leadership, Wealth Management, Asset Management, Capital Markets, Investment Advisory, Equity Derivatives, Alternative Investments, Data Management, Financial Planning, Trust Management, Insurance
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance
University of Michigan College of Engineering 1985 — 1989
B.S., Industrial and Operations Engineering
Miami Killian High School
Asja Kepes's Nuveen Investments Experience June 2015 - Present
Job NonUS Institutional Business Development Intern at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2015 - Present
BOND Consulting Group January 2014 - Present
The Michigan Daily September 2014 - Present
Delta Gamma November 2014 - Present
University of Michigan Department of Psychology September 2013 - May 2014
Skills
Team Leadership, Data Analysis, Public Speaking, Client Relations Skills, Customer Service, Oral & Written..., Teamwork, Foreign Languages, Microsoft Office
Education
University of Michigan 2013 — 2017
Bachelor of Arts (BA), Economics and International Studies Dual Major, Junior
International Academy 2009 — 2013
International Baccalaureate Diploma, Summa Cum Laude
Nuveen Investments June 2015 - Present
BOND Consulting Group January 2014 - Present
The Michigan Daily September 2014 - Present
Delta Gamma November 2014 - Present
University of Michigan Department of Psychology September 2013 - May 2014
Skills
Team Leadership, Data Analysis, Public Speaking, Client Relations Skills, Customer Service, Oral & Written..., Teamwork, Foreign Languages, Microsoft Office
Education
University of Michigan 2013 — 2017
Bachelor of Arts (BA), Economics and International Studies Dual Major, Junior
International Academy 2009 — 2013
International Baccalaureate Diploma, Summa Cum Laude
Jeff Hertz Jeff Hertz's Nuveen Investments Experience September 2003 - September 2004
Job First Vice President at Inland Securities Corporation
Industry Financial Services
Experience
Inland Securities Corporation September 2004 - Present
Nuveen Investments September 2003 - September 2004
Glen Ellyn Brewing Co June 2002 - September 2003
Nuveen Investments June 2000 - April 2002
Goss International May 1998 - June 2000
Norwood Marking Systems April 1997 - April 1998
Skills
Commercial Real Estate, 1031 Exchanges, Series 7, REIT, Alternative Investments
Education
University of Oregon 1991 — 1995
Bachelor of Arts (BA), Psychology
Inland Securities Corporation September 2004 - Present
Nuveen Investments September 2003 - September 2004
Glen Ellyn Brewing Co June 2002 - September 2003
Nuveen Investments June 2000 - April 2002
Goss International May 1998 - June 2000
Norwood Marking Systems April 1997 - April 1998
Skills
Commercial Real Estate, 1031 Exchanges, Series 7, REIT, Alternative Investments
Education
University of Oregon 1991 — 1995
Bachelor of Arts (BA), Psychology
Janice Tung's Nuveen Investments Experience December 2011 - Present
Job Supervisor at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments December 2011 - Present
Invesco Ltd. / Van Kampen Investment April 2008 - November 2011
VinaKom Communication August 2006 - June 2008
Pactrans Air & Sea, Inc. January 2006 - August 2006
John B. Sanfilippo & Son, Inc. March 2005 - January 2006
Skills
Derivatives
Education
University of Illinois at Chicago 2000 — 2004
Bachelor of Science
Nuveen Investments December 2011 - Present
Invesco Ltd. / Van Kampen Investment April 2008 - November 2011
VinaKom Communication August 2006 - June 2008
Pactrans Air & Sea, Inc. January 2006 - August 2006
John B. Sanfilippo & Son, Inc. March 2005 - January 2006
Skills
Derivatives
Education
University of Illinois at Chicago 2000 — 2004
Bachelor of Science
Francis (Fran) Kelly Francis (Fran) Kelly's Nuveen Investments Experience January 2013 - Present
Job Project Management Consultant
Industry Financial Services
Experience
Nuveen Investments January 2013 - Present
Nuveen Investments December 2010 - December 2012
Grosvenor Capital Management April 2005 - March 2010
Sungard 2002 - 2005
SS&C Technologies, Inc. 2000 - 2002
SS&C 1999 - 2002
Shepro Braun 1992 - 1999
Internet systems 1990 - 1994
MPCT Solutions 1990 - 1994
Midland Bank plc 1984 - 1990
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
B.S. in Economics, Finance and Management
Nuveen Investments January 2013 - Present
Nuveen Investments December 2010 - December 2012
Grosvenor Capital Management April 2005 - March 2010
Sungard 2002 - 2005
SS&C Technologies, Inc. 2000 - 2002
SS&C 1999 - 2002
Shepro Braun 1992 - 1999
Internet systems 1990 - 1994
MPCT Solutions 1990 - 1994
Midland Bank plc 1984 - 1990
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
B.S. in Economics, Finance and Management
Robert Moulton's Nuveen Investments Experience May 2007 - September 2008
Job Interim Chief Information Officer at San Francisco State University
Industry Management Consulting
Experience
San Francisco State University September 2014 - Present
University of Colorado November 2011 - April 2012
Nevada System of Higher Education (NSHE) August 2009 - August 2010
Nevada System of Higher Education (NSHE) January 2009 - September 2009
Nuveen Investments May 2007 - September 2008
California State University, Northridge September 2005 - August 2006
IBM June 1967 - September 2005
Skills
Vendor Management, Strategic Planning, Strategy, Consulting, IT Strategy, Information Technology, Cloud Computing, Leadership Development, Program Management, Process Improvement, Management, Business Analysis, Leadership, Project Management, Enterprise Software, Change Management, Integration, Team Building
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1987
MBA, Business
University of Illinois at Urbana-Champaign 1970 — 1972
BS, Education
San Francisco State University September 2014 - Present
University of Colorado November 2011 - April 2012
Nevada System of Higher Education (NSHE) August 2009 - August 2010
Nevada System of Higher Education (NSHE) January 2009 - September 2009
Nuveen Investments May 2007 - September 2008
California State University, Northridge September 2005 - August 2006
IBM June 1967 - September 2005
Skills
Vendor Management, Strategic Planning, Strategy, Consulting, IT Strategy, Information Technology, Cloud Computing, Leadership Development, Program Management, Process Improvement, Management, Business Analysis, Leadership, Project Management, Enterprise Software, Change Management, Integration, Team Building
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1987
MBA, Business
University of Illinois at Urbana-Champaign 1970 — 1972
BS, Education
Royce Woodley's Nuveen Investments Experience June 2015 - July 2015
Job Finance Intern at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2015 - July 2015
Bank of Ireland June 2014 - July 2014
UBS May 2013 - August 2013
Tennant Truck Lines May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, Data Analysis, Client Relations Skills, Finance, Investments, Capital IQ, Research, Morningstar
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's Degree, Finance, 3.61/4.00
Nuveen Investments June 2015 - July 2015
Bank of Ireland June 2014 - July 2014
UBS May 2013 - August 2013
Tennant Truck Lines May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, Data Analysis, Client Relations Skills, Finance, Investments, Capital IQ, Research, Morningstar
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's Degree, Finance, 3.61/4.00
Anthony J. Peluso's Nuveen Investments Experience December 2010 - July 2013
Job Inspection Specialist at PCAOB
Industry Accounting
Experience
PCAOB July 2013 - Present
Nuveen Investments December 2010 - July 2013
Deloitte & Touche August 2003 - December 2010
Skills
Financial Reporting, SEC filings, Accounting, Financial Analysis, US GAAP, Auditing, Big 4, External Audit, CPA, GAAP
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2003
Masters, Accounting Science
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Accountancy
PCAOB July 2013 - Present
Nuveen Investments December 2010 - July 2013
Deloitte & Touche August 2003 - December 2010
Skills
Financial Reporting, SEC filings, Accounting, Financial Analysis, US GAAP, Auditing, Big 4, External Audit, CPA, GAAP
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2003
Masters, Accounting Science
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Accountancy
Mary Clare McFadden Mary Clare McFadden's Nuveen Investments Experience September 2012 - September 2014
Job Recruiting Assistant at The Boston Consulting Group
Industry Human Resources
Experience
The Boston Consulting Group July 2015 - Present
Oak Street Health December 2014 - July 2015
Nuveen Investments September 2012 - September 2014
Delta Dental Plans Association June 2012 - August 2012
Thursday Night Dinner September 2011 - June 2012
The Beach Sun & Spa February 2012 - May 2012
Skills
Joomla, Social Media, Wordpress, Event Planning, Photoshop, PowerPoint, Team Building, Tumblr, roost, Twitter, Facebook, Social Media Marketing, Mac, iMovie, Fundraising, InDesign, Illustrator, Event Management, Advertising, Marketing
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Arts, Communication
Lyons Township High School 2004 — 2008
The Boston Consulting Group July 2015 - Present
Oak Street Health December 2014 - July 2015
Nuveen Investments September 2012 - September 2014
Delta Dental Plans Association June 2012 - August 2012
Thursday Night Dinner September 2011 - June 2012
The Beach Sun & Spa February 2012 - May 2012
Skills
Joomla, Social Media, Wordpress, Event Planning, Photoshop, PowerPoint, Team Building, Tumblr, roost, Twitter, Facebook, Social Media Marketing, Mac, iMovie, Fundraising, InDesign, Illustrator, Event Management, Advertising, Marketing
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Arts, Communication
Lyons Township High School 2004 — 2008
Derek Dove Derek Dove's Nuveen Investments Experience June 2015 - Present
Job Trade Settlements Specialist at Nuveen Investmants
Industry Financial Services
Experience
Nuveen Investments June 2015 - Present
U.S. Bank May 2014 - June 2015
Farmers Insurance Distribution Group MN July 2013 - May 2014
Box Financial Advisors May 2012 - July 2013
Skills
Investments, Sales, Microsoft Excel, Strategic Financial..., Customer Service, Financial Analysis, Retirement Planning, Microsoft Word, PowerPoint, Estate Planning, Management, Mutual Funds, Financial Planning, Personal Finance, Morningstar, Outlook, New Business Development, Fixed Annuities, Time Management, Analytics, Property & Casualty..., Risk Management, IAS 39, Variable Annuities, Financial Operations, Life & Health Insurance..., NetX360
Education
University of Minnesota-Duluth 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Planning
Lakeville North High School 2005 — 2008
Nuveen Investments June 2015 - Present
U.S. Bank May 2014 - June 2015
Farmers Insurance Distribution Group MN July 2013 - May 2014
Box Financial Advisors May 2012 - July 2013
Skills
Investments, Sales, Microsoft Excel, Strategic Financial..., Customer Service, Financial Analysis, Retirement Planning, Microsoft Word, PowerPoint, Estate Planning, Management, Mutual Funds, Financial Planning, Personal Finance, Morningstar, Outlook, New Business Development, Fixed Annuities, Time Management, Analytics, Property & Casualty..., Risk Management, IAS 39, Variable Annuities, Financial Operations, Life & Health Insurance..., NetX360
Education
University of Minnesota-Duluth 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Planning
Lakeville North High School 2005 — 2008
Mariya Kondrakova, CPA's Nuveen Investments Experience May 2010 - December 2011
Job Account Manager at Cortland Capital Market Services LLC
Industry Accounting
Experience
Cortland Capital Market Services LLC April 2014 - Present
McGladrey January 2012 - April 2014
Nuveen Investments May 2010 - December 2011
Designer Fragrances December 2006 - December 2011
Skills
Auditing, Tax, Caseware, Commercial Real Estate, Residential Communities, Tax Accounting, General Ledger, CPA, PeopleSoft, Internal Controls, Financial Accounting, Financial Statements, Peachtree, Sarbanes-Oxley Act
Education
University of Illinois at Chicago 2009 — 2011
Bachelor, Accounting
Waubonsee Community College 2006 — 2008
Associate, Business Administration
Cortland Capital Market Services LLC April 2014 - Present
McGladrey January 2012 - April 2014
Nuveen Investments May 2010 - December 2011
Designer Fragrances December 2006 - December 2011
Skills
Auditing, Tax, Caseware, Commercial Real Estate, Residential Communities, Tax Accounting, General Ledger, CPA, PeopleSoft, Internal Controls, Financial Accounting, Financial Statements, Peachtree, Sarbanes-Oxley Act
Education
University of Illinois at Chicago 2009 — 2011
Bachelor, Accounting
Waubonsee Community College 2006 — 2008
Associate, Business Administration
Thomas Emery's Nuveen Investments Experience June 2011 - August 2011
Job Analyst at Grosvenor Capital Management, L.P
Industry Financial Services
Experience
Grosvenor Capital Management, L.P September 2013 - Present
University of Notre Dame May 2010 - May 2013
Student International Business Council (SIBC) December 2011 - December 2012
Grosvenor Capital Management June 2012 - August 2012
Student International Business Council (SIBC) December 2010 - December 2011
Nuveen Investments June 2011 - August 2011
DormBooks February 2010 - January 2011
Lake Bluff Park District May 2008 - August 2009
Skills
Microsoft Office, Bloomberg Terminal, Adobe Creative Suite, Financial Analysis, Strategic Planning, Asset Managment, Investments, PowerPoint, Research, Microsoft Excel, Microsoft Word, Financial Modeling, Social Media
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
BBA, Finance and Economics
Lake Forest Academy 2005 — 2009
Grosvenor Capital Management, L.P September 2013 - Present
University of Notre Dame May 2010 - May 2013
Student International Business Council (SIBC) December 2011 - December 2012
Grosvenor Capital Management June 2012 - August 2012
Student International Business Council (SIBC) December 2010 - December 2011
Nuveen Investments June 2011 - August 2011
DormBooks February 2010 - January 2011
Lake Bluff Park District May 2008 - August 2009
Skills
Microsoft Office, Bloomberg Terminal, Adobe Creative Suite, Financial Analysis, Strategic Planning, Asset Managment, Investments, PowerPoint, Research, Microsoft Excel, Microsoft Word, Financial Modeling, Social Media
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
BBA, Finance and Economics
Lake Forest Academy 2005 — 2009
Jackie Haviland Jackie Haviland's Nuveen Investments Experience January 2011 - Present
Job Vice President Channel Marketing at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
First Amercan Funds September 2007 - December 2010
First American Funds / FAF Advisors September 2007 - December 2010
FAF Advisors July 1998 - September 2007
Skills
Series 7, Financial Services, Wealth Management, Mutual Funds, Investments, Asset Managment, Institutional
Education
University of Iowa 1983 — 1994
MA, English, Mass Communications
Nuveen Investments January 2011 - Present
First Amercan Funds September 2007 - December 2010
First American Funds / FAF Advisors September 2007 - December 2010
FAF Advisors July 1998 - September 2007
Skills
Series 7, Financial Services, Wealth Management, Mutual Funds, Investments, Asset Managment, Institutional
Education
University of Iowa 1983 — 1994
MA, English, Mass Communications
Julie McGuire Julie McGuire's Nuveen Investments Experience March 2013 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2013 - Present
Nuveen Investments May 2011 - March 2013
Morningstar July 2008 - May 2011
Morningstar March 2006 - July 2008
Ibbotson Associates a Morningstar Company July 2005 - March 2006
Skills
Alternative Investments, Equities, Fixed Income, Strategic Financial..., Asset Allocation, Mutual Funds, Financial Planning, Series 7, Asset Management, Hedge Funds, Portfolio Management, Investment Management, Investments, Investment Strategies, Wealth Management
Education
University of Iowa 2001 — 2005
BA, Finance
nazareth academy
Nuveen Investments March 2013 - Present
Nuveen Investments May 2011 - March 2013
Morningstar July 2008 - May 2011
Morningstar March 2006 - July 2008
Ibbotson Associates a Morningstar Company July 2005 - March 2006
Skills
Alternative Investments, Equities, Fixed Income, Strategic Financial..., Asset Allocation, Mutual Funds, Financial Planning, Series 7, Asset Management, Hedge Funds, Portfolio Management, Investment Management, Investments, Investment Strategies, Wealth Management
Education
University of Iowa 2001 — 2005
BA, Finance
nazareth academy
Jaime Saul's Nuveen Investments Experience October 2006 - October 2011
Job Vice President at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2011 - Present
Nuveen Investments October 2006 - October 2011
Nuveen Investments September 2003 - October 2006
Morgan Stanley January 2000 - July 2003
Morgan Stanley 2000 - 2003
Banana Republic - Flagship Store September 1999 - January 2000
Skills
Certified Financial...
Education
University of Notre Dame 1995 — 1999
Bachelor of Arts
University of Notre Dame 1995 — 1999
BA
MFS Investment Management November 2011 - Present
Nuveen Investments October 2006 - October 2011
Nuveen Investments September 2003 - October 2006
Morgan Stanley January 2000 - July 2003
Morgan Stanley 2000 - 2003
Banana Republic - Flagship Store September 1999 - January 2000
Skills
Certified Financial...
Education
University of Notre Dame 1995 — 1999
Bachelor of Arts
University of Notre Dame 1995 — 1999
BA
Gifford R. Zimmerman, CFA Gifford R. Zimmerman, CFA's Nuveen Investments Experience May 1988 - Present
Job Managing Director at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 1988 - Present
Vedder, Price, Kaufman & Kammholz May 1982 - April 1988
Education
University of Michigan Law School 1979 — 1982
JD, Law
University of Illinois at Urbana-Champaign 1974 — 1979
BA, Political Science
Nuveen Investments May 1988 - Present
Vedder, Price, Kaufman & Kammholz May 1982 - April 1988
Education
University of Michigan Law School 1979 — 1982
JD, Law
University of Illinois at Urbana-Champaign 1974 — 1979
BA, Political Science
Steve Abbott Steve Abbott's Nuveen Investments Experience March 2011 - June 2011
Job Technical Project Manager at Wells Fargo
Industry Health, Wellness and Fitness
Experience
Wells Fargo July 2015 - Present
Hallmark Business Connections September 2014 - April 2015
Ameriprise Financial Services, Inc. March 2013 - September 2013
Blue Cross and Blue Shield of Minnesota 2012 - 2013
Accenture May 2012 - August 2012
Express Scripts October 2011 - April 2012
Nuveen Investments March 2011 - June 2011
Ecolab February 2010 - September 2010
Ameriprise Financial September 2008 - February 2009
Ecolab June 2006 - July 2008
Skills
Risk Management, Administration, Program Management, Financial Management, Staff Mentoring, Issues Management, Software Development..., Enterprise Architecture, System Architecture, Security Management, Identity Management, Identity Federation, Project Delivery, Systems Analysis, IT Infrastructure..., Strategic Planning, Project Management, IT Strategy, Creative Problem Solving, System Administration, Integration, Management, Leadership, MS Project, Analysis, SDLC, Project Portfolio..., Management Consulting, Consulting, Testing, Public Relations, Vendor Management, Managerial Finance, Visio, Requirements Analysis, Training, Databases, PMO, Business Process..., Microsoft Project, Process Improvement, Business Analysis, Cross-functional Team...
Education
University of Iowa 1972 — 1976
Music, Business
Wells Fargo July 2015 - Present
Hallmark Business Connections September 2014 - April 2015
Ameriprise Financial Services, Inc. March 2013 - September 2013
Blue Cross and Blue Shield of Minnesota 2012 - 2013
Accenture May 2012 - August 2012
Express Scripts October 2011 - April 2012
Nuveen Investments March 2011 - June 2011
Ecolab February 2010 - September 2010
Ameriprise Financial September 2008 - February 2009
Ecolab June 2006 - July 2008
Skills
Risk Management, Administration, Program Management, Financial Management, Staff Mentoring, Issues Management, Software Development..., Enterprise Architecture, System Architecture, Security Management, Identity Management, Identity Federation, Project Delivery, Systems Analysis, IT Infrastructure..., Strategic Planning, Project Management, IT Strategy, Creative Problem Solving, System Administration, Integration, Management, Leadership, MS Project, Analysis, SDLC, Project Portfolio..., Management Consulting, Consulting, Testing, Public Relations, Vendor Management, Managerial Finance, Visio, Requirements Analysis, Training, Databases, PMO, Business Process..., Microsoft Project, Process Improvement, Business Analysis, Cross-functional Team...
Education
University of Iowa 1972 — 1976
Music, Business
Brett Gansen's Nuveen Investments Experience August 2010 - November 2010
Job Director Finance Head of Investment Reporting at Swiss Re
Industry Financial Services
Experience
Swiss Re March 2014 - Present
Swiss Re May 2012 - March 2014
Swiss Re November 2010 - May 2012
Nuveen Investments August 2010 - November 2010
Deloitte September 2003 - August 2010
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Auditing, Valuation, US GAAP, Investments, SEC filings, Finance, CPA, Financial Modeling, External Audit
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
Master of Science in Accountancy, Accounting
University of Notre Dame 1998 — 2002
Bachelor of Business Administration, Accounting
Swiss Re March 2014 - Present
Swiss Re May 2012 - March 2014
Swiss Re November 2010 - May 2012
Nuveen Investments August 2010 - November 2010
Deloitte September 2003 - August 2010
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Auditing, Valuation, US GAAP, Investments, SEC filings, Finance, CPA, Financial Modeling, External Audit
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
Master of Science in Accountancy, Accounting
University of Notre Dame 1998 — 2002
Bachelor of Business Administration, Accounting
Karen E. Lutomski, CIMA® Karen E. Lutomski, CIMA®'s Nuveen Investments Experience January 2013 - Present
Job Senior Vice President, Private Client Group at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2013 - Present
Nuveen Investments July 2011 - Present
Lazard Asset Management January 1995 - June 2011
Jurika & Voyles Investment Management June 1993 - January 1995
Acorn Asset Management June 1991 - April 1993
Skills
Asset Allocation, Portfolio Management, Series 7, Series 63, Investments, Asset Management, Hedge Funds, Alternative Investments, Investment Strategies, Mutual Funds, Financial Services, Asset Managment, Investment Advisory, Wealth Management, Separately Managed..., Equities, Fixed Income, Securities, Investment Management, ETFs, Bonds, FINRA
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
BA, Economics, Minor: Studio Art
Cranbrook educational Community
Cranbrook educational Community
Cranbrook educational Community
Nuveen Investments January 2013 - Present
Nuveen Investments July 2011 - Present
Lazard Asset Management January 1995 - June 2011
Jurika & Voyles Investment Management June 1993 - January 1995
Acorn Asset Management June 1991 - April 1993
Skills
Asset Allocation, Portfolio Management, Series 7, Series 63, Investments, Asset Management, Hedge Funds, Alternative Investments, Investment Strategies, Mutual Funds, Financial Services, Asset Managment, Investment Advisory, Wealth Management, Separately Managed..., Equities, Fixed Income, Securities, Investment Management, ETFs, Bonds, FINRA
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
BA, Economics, Minor: Studio Art
Cranbrook educational Community
Cranbrook educational Community
Cranbrook educational Community
Judith Kolata Judith Kolata's Nuveen Investments Experience 2004 - 2008
Job Information Specialist at large
Industry Financial Services
Experience
large Lead ResearcherThe Boston Consulting GroupMay 2011 - December 2012
Nuveen Investments 2004 - 2008
Citadel Investments 2004 - 2004
Heller Financial 2000 - 2001
Chapin Hall Center for Children, University of Chicago 1994 - 1996
Goldman Sachs 1987 - 1991
Gardner Carton & Douglas 1982 - 1986
Altheimer & Gray 1977 - 1980
Altheimer & Gray 1977 - 1980
Skills
Leadership, Management, Training, Team Building, Research, Budgets, Knowledge Management, Competitive Intelligence, Online Research, Information Management, Investments, Strategic Planning, Information Retrieval, Factiva, Analysis
Education
The University of Chicago 1979 — 1982
MA, Art History
University of Illinois at Urbana-Champaign 1974 — 1975
MS, Library Science
large Lead ResearcherThe Boston Consulting GroupMay 2011 - December 2012
Nuveen Investments 2004 - 2008
Citadel Investments 2004 - 2004
Heller Financial 2000 - 2001
Chapin Hall Center for Children, University of Chicago 1994 - 1996
Goldman Sachs 1987 - 1991
Gardner Carton & Douglas 1982 - 1986
Altheimer & Gray 1977 - 1980
Altheimer & Gray 1977 - 1980
Skills
Leadership, Management, Training, Team Building, Research, Budgets, Knowledge Management, Competitive Intelligence, Online Research, Information Management, Investments, Strategic Planning, Information Retrieval, Factiva, Analysis
Education
The University of Chicago 1979 — 1982
MA, Art History
University of Illinois at Urbana-Champaign 1974 — 1975
MS, Library Science
Eric Stoelinga's Nuveen Investments Experience January 2013 - Present
Job Senior Systems & Development Analyst at Nuveen Investments
Industry Industrial Automation
Experience
Nuveen Investments January 2013 - Present
Nuveen Investments / ADS Solutions Group November 2011 - January 2013
BrightStarCare June 2010 - February 2012
Trainor Glass Company April 2009 - April 2010
Robert Half Technology December 2008 - April 2010
SetFocus, LLC July 2008 - October 2008
Stoeller Automation Inc May 1995 - May 2006
Johnson Yokogawa Corp June 1990 - June 1995
Yokogawa Corporation of America March 1989 - June 1990
Bailey Controls Inc 1986 - 1989
Skills
ASP.NET, .NET, C#, T-SQL Stored Procedures, XML, CSS Javascript, ASP.NET MVC, T-SQL, Microsoft SQL Server, Visual Studio, WCF, ADO.NET, Web Services, Databases, SharePoint
Education
University of Illinois - Urbana-Champaign 1982 — 1986
BSEE, Electrical Engineering
Nuveen Investments January 2013 - Present
Nuveen Investments / ADS Solutions Group November 2011 - January 2013
BrightStarCare June 2010 - February 2012
Trainor Glass Company April 2009 - April 2010
Robert Half Technology December 2008 - April 2010
SetFocus, LLC July 2008 - October 2008
Stoeller Automation Inc May 1995 - May 2006
Johnson Yokogawa Corp June 1990 - June 1995
Yokogawa Corporation of America March 1989 - June 1990
Bailey Controls Inc 1986 - 1989
Skills
ASP.NET, .NET, C#, T-SQL Stored Procedures, XML, CSS Javascript, ASP.NET MVC, T-SQL, Microsoft SQL Server, Visual Studio, WCF, ADO.NET, Web Services, Databases, SharePoint
Education
University of Illinois - Urbana-Champaign 1982 — 1986
BSEE, Electrical Engineering
Joel Bennett, CFA Joel Bennett, CFA's Nuveen Investments Experience June 2010 - August 2010
Job Senior Financial Analyst at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group July 2014 - Present
Principal Financial Group March 2013 - July 2014
Principal Financial Group June 2011 - March 2013
Nuveen Investments June 2010 - August 2010
Principal Financial Group July 2007 - August 2009
Pigott, Inc. November 2006 - July 2007
Indianapolis Colts May 2005 - August 2005
Skills
Process Improvement, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Finance, Accounting, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Investment Management
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
BBA, Finance, Marketing
Principal Financial Group July 2014 - Present
Principal Financial Group March 2013 - July 2014
Principal Financial Group June 2011 - March 2013
Nuveen Investments June 2010 - August 2010
Principal Financial Group July 2007 - August 2009
Pigott, Inc. November 2006 - July 2007
Indianapolis Colts May 2005 - August 2005
Skills
Process Improvement, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Finance, Accounting, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Investment Management
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
BBA, Finance, Marketing
Nathaniel Simon Nathaniel Simon's Nuveen Investments Experience July 2014 - Present
Job Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2014 - Present
J.P. Morgan Private Bank July 2013 - July 2014
Cantor Fitzgerald May 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Series 7, Series 63
Education
University of Michigan 2009 — 2013
Bachelor of Arts with Highest Distinction, Economics, 3.97/4.00
Nuveen Investments July 2014 - Present
J.P. Morgan Private Bank July 2013 - July 2014
Cantor Fitzgerald May 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Series 7, Series 63
Education
University of Michigan 2009 — 2013
Bachelor of Arts with Highest Distinction, Economics, 3.97/4.00
Kevin Koehler Kevin Koehler's Nuveen Investments Experience June 2014 - Present
Job CFA Level II Candidate, Purchase and Sales Operations Specialist at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments June 2014 - Present
Northern Trust June 2013 - June 2014
University of Illinois Dining Services August 2010 - June 2013
Entertainment Cruises Inc. May 2012 - August 2012
Oak Lawn Baseball June 2008 - July 2012
Bromley Group of Companies August 2009 - May 2010
Skills
Municipal Bonds, Preferred Stock, Equities, Investment Management, Charles River IMS, Portia, Trading Systems, Security APL, Teamwork, Microsoft Office, PowerPoint, Eagle PACE, Microsoft Excel, Excel, C++, Matlab, Word, Equity Trading, Social Media, SAS, Differential Equations, International Economics, Development Economics, Financial Economics, Mathematical Analysis, DTC
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor, Economics
Brother Rice High School 2005 — 2009
Nuveen Investments June 2014 - Present
Northern Trust June 2013 - June 2014
University of Illinois Dining Services August 2010 - June 2013
Entertainment Cruises Inc. May 2012 - August 2012
Oak Lawn Baseball June 2008 - July 2012
Bromley Group of Companies August 2009 - May 2010
Skills
Municipal Bonds, Preferred Stock, Equities, Investment Management, Charles River IMS, Portia, Trading Systems, Security APL, Teamwork, Microsoft Office, PowerPoint, Eagle PACE, Microsoft Excel, Excel, C++, Matlab, Word, Equity Trading, Social Media, SAS, Differential Equations, International Economics, Development Economics, Financial Economics, Mathematical Analysis, DTC
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor, Economics
Brother Rice High School 2005 — 2009
Jaime Elizabeth Saul's Nuveen Investments Experience October 2003 - October 2011
Job Director at MFS Investment Management at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management November 2011 - Present
Nuveen Investments October 2003 - October 2011
Nuveen Investments September 2003 - September 2006
Morgan Stanley Investment Management January 2000 - July 2003
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Notre Dame 1995 — 1999
Bachelor of Arts (B.A.), Program of Liberal Studies
Villa Park
MFS Investment Management November 2011 - Present
Nuveen Investments October 2003 - October 2011
Nuveen Investments September 2003 - September 2006
Morgan Stanley Investment Management January 2000 - July 2003
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Notre Dame 1995 — 1999
Bachelor of Arts (B.A.), Program of Liberal Studies
Villa Park
Charles Brit Lewis, FRM Charles Brit Lewis, FRM's Nuveen Investments Experience July 2015 - Present
Job Investment Risk Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2015 - Present
Eldorado Trading Group September 2008 - October 2012
Skills
Fixed Income, Trading Strategies, Finance, Commodity, Investments, Valuation, Hedging, Financial Analysis, VBA, Bloomberg Terminal, Equities, Financial Modeling, Currency, Portfolio Management, Market Making, FX Options, Eviews, Equity Trading, Equity Derivatives, Financial Risk
Education
IIT Stuart School of Business 2012 — 2014
Master of Science in Finance
University of Michigan 2004 — 2008
BA, Economics
Nuveen Investments July 2015 - Present
Eldorado Trading Group September 2008 - October 2012
Skills
Fixed Income, Trading Strategies, Finance, Commodity, Investments, Valuation, Hedging, Financial Analysis, VBA, Bloomberg Terminal, Equities, Financial Modeling, Currency, Portfolio Management, Market Making, FX Options, Eviews, Equity Trading, Equity Derivatives, Financial Risk
Education
IIT Stuart School of Business 2012 — 2014
Master of Science in Finance
University of Michigan 2004 — 2008
BA, Economics
Bobby Doll Bobby Doll's Nuveen Investments Experience June 2014 - August 2014
Job Headline
Industry Accounting
Experience
UPenn Project Consultantre:source globalSeptember 2015 - Present
Goodcity Chicago September 2015 - Present
Nuveen Investments June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Skills
Microsoft Excel
Education
University of Pennsylvania
Bachelor of Arts (BA), Economics
UPenn Project Consultantre:source globalSeptember 2015 - Present
Goodcity Chicago September 2015 - Present
Nuveen Investments June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Skills
Microsoft Excel
Education
University of Pennsylvania
Bachelor of Arts (BA), Economics
Katherine Love's Nuveen Investments Experience June 2015 - July 2015
Job Brand Ambassador for Study Abroad Apartments
Industry Human Resources
Experience
Nuveen Investments June 2015 - July 2015
Jelli Goods May 2014 - August 2014
Just Between Friends October 2009 - August 2013
Skills
Employee Relations, Communication, Human Resources, Teamwork, Time Management, Employee Benefits, Spreadsheets, Public Speaking, Microsoft Office, Customer Service, Retail, Windows, Social Media, PowerPoint, Microsoft Word, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2013 — 2016
Lorenzo de Medici- Florence, Italy 2015 — 2015
Nuveen Investments June 2015 - July 2015
Jelli Goods May 2014 - August 2014
Just Between Friends October 2009 - August 2013
Skills
Employee Relations, Communication, Human Resources, Teamwork, Time Management, Employee Benefits, Spreadsheets, Public Speaking, Microsoft Office, Customer Service, Retail, Windows, Social Media, PowerPoint, Microsoft Word, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2013 — 2016
Lorenzo de Medici- Florence, Italy 2015 — 2015
Olga Duvvuri Olga Duvvuri's Nuveen Investments Experience 2014 - Present
Job Portfolio Account Specialist at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments 2014 - Present
CNA Insurance 2009 - 2013
William Blair & Company 2008 - 2008
CNA Insurance 2006 - 2008
Driehaus Capital Management LLC 2000 - 2002
Education
University of Illinois at Chicago
Bachelor of Science (BS)
Nuveen Investments 2014 - Present
CNA Insurance 2009 - 2013
William Blair & Company 2008 - 2008
CNA Insurance 2006 - 2008
Driehaus Capital Management LLC 2000 - 2002
Education
University of Illinois at Chicago
Bachelor of Science (BS)
Trish Klawitter's Nuveen Investments Experience 1999 - 2008
Job Managing Director, Fixed Income Portfolio Specialist at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management July 2015 - Present
Baird Advisors April 2014 - June 2015
PIMCO 2008 - April 2014
Nuveen Investments 1999 - 2008
Skills
Alternative Investments, Separately Managed..., Series 7, Asset Management, Fixed Income, Mutual Funds, Investment Management, Asset Allocation, Bonds, Investment Strategies, Securities, Equities, ETFs, Hedge Funds, Series 63
Education
University of Notre Dame 2013 — 2014
Master of Business Administration (MBA)
University of Notre Dame
Bachelor of Arts (B.A.)
Manulife Asset Management July 2015 - Present
Baird Advisors April 2014 - June 2015
PIMCO 2008 - April 2014
Nuveen Investments 1999 - 2008
Skills
Alternative Investments, Separately Managed..., Series 7, Asset Management, Fixed Income, Mutual Funds, Investment Management, Asset Allocation, Bonds, Investment Strategies, Securities, Equities, ETFs, Hedge Funds, Series 63
Education
University of Notre Dame 2013 — 2014
Master of Business Administration (MBA)
University of Notre Dame
Bachelor of Arts (B.A.)
Matt Forman's Nuveen Investments Experience 2007 - 2009
Job Bail Agent at Aladdin Bail Bonds
Industry Financial Services
Experience
Aladdin Bail Bonds 2012 - Present
Hurewitz, Boschan & Co. LLP 2010 - 2011
Ernie Lopez Bail Bonds 2007 - 2011
Nuveen Investments 2007 - 2009
Playboy Mansion West 1999 - 2009
Expeditors International 2006 - 2007
JA Jones/Clark Construction/Thelen Reid & Priest LLC 2001 - 2006
Skills
Financial Services, Consultative Selling, Financial Transactions, Negotiation, Business Communications, Business Transactions, Sales, Problem Solving, Due Diligence, Organization Skills, Microsoft Excel, Microsoft Word, Outlook, Reporting & Analysis, Financial Statements, Team Management, General Insurance, Contract Management, Lease Negotiations, Financial Accounting, Import Logistics, Legal Assistance, Financial Audits
Education
University of Massachusetts, Amherst 1991 — 1993
BA, Economics
Aladdin Bail Bonds 2012 - Present
Hurewitz, Boschan & Co. LLP 2010 - 2011
Ernie Lopez Bail Bonds 2007 - 2011
Nuveen Investments 2007 - 2009
Playboy Mansion West 1999 - 2009
Expeditors International 2006 - 2007
JA Jones/Clark Construction/Thelen Reid & Priest LLC 2001 - 2006
Skills
Financial Services, Consultative Selling, Financial Transactions, Negotiation, Business Communications, Business Transactions, Sales, Problem Solving, Due Diligence, Organization Skills, Microsoft Excel, Microsoft Word, Outlook, Reporting & Analysis, Financial Statements, Team Management, General Insurance, Contract Management, Lease Negotiations, Financial Accounting, Import Logistics, Legal Assistance, Financial Audits
Education
University of Massachusetts, Amherst 1991 — 1993
BA, Economics
James D. Ramirez, CIMA James D. Ramirez, CIMA's Nuveen Investments Experience January 2015 - Present
Job SVP, National Accounts at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2015 - Present
TIAA-CREF April 2007 - Present
J.P. Morgan December 2003 - January 2007
Dreyfus August 2002 - November 2003
Skills
Series 7, Series 63, Series 24, Series 6, CIMA, Mutual Funds, National Accounts, Alternative Investments, Investments, Investment Strategies, Relationship Management, Wealth Management, Asset Allocation, Financial Services, Securities, 401k, Asset Managment, Private Banking, Investment Advisory, Life Insurance, Asset Management, Fixed Income, Equities, Series 65
Education
Carleton College 1996 — 1999
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Nuveen Investments January 2015 - Present
TIAA-CREF April 2007 - Present
J.P. Morgan December 2003 - January 2007
Dreyfus August 2002 - November 2003
Skills
Series 7, Series 63, Series 24, Series 6, CIMA, Mutual Funds, National Accounts, Alternative Investments, Investments, Investment Strategies, Relationship Management, Wealth Management, Asset Allocation, Financial Services, Securities, 401k, Asset Managment, Private Banking, Investment Advisory, Life Insurance, Asset Management, Fixed Income, Equities, Series 65
Education
Carleton College 1996 — 1999
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Joshua Warman's Nuveen Investments Experience April 2013 - July 2013
Job Technology Operations Analyst at Huron Consulting Group
Industry Computer Software
Experience
Huron Consulting Group December 2014 - Present
Freelance Work August 2013 - September 2014
Jump Trading LLC July 2013 - September 2013
Nuveen Investments April 2013 - July 2013
Microsoft March 2012 - March 2013
Skills
Zendesk, Microsoft Office, Microsoft Word, Computer Hardware, Windows Phone, Web Design, Office 2013, Windows 10 Technical..., Desktop Support, Computer Maintenance, Customer Service, Aerodynamics, Theoretical Physics, Astrophysics, Computer Animation, Microsoft OneNote, Microsoft Excel, HTML 5, Visual Basic, OS X, Adobe Premiere Pro, Windows 8.1, SharePoint, Citrix, Relativity
Education
University of Illinois at Chicago 2010 — 2013
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
College of DuPage 2010 — 2011
Associate's Degree, Computer Technology/Computer Systems Technology
Huron Consulting Group December 2014 - Present
Freelance Work August 2013 - September 2014
Jump Trading LLC July 2013 - September 2013
Nuveen Investments April 2013 - July 2013
Microsoft March 2012 - March 2013
Skills
Zendesk, Microsoft Office, Microsoft Word, Computer Hardware, Windows Phone, Web Design, Office 2013, Windows 10 Technical..., Desktop Support, Computer Maintenance, Customer Service, Aerodynamics, Theoretical Physics, Astrophysics, Computer Animation, Microsoft OneNote, Microsoft Excel, HTML 5, Visual Basic, OS X, Adobe Premiere Pro, Windows 8.1, SharePoint, Citrix, Relativity
Education
University of Illinois at Chicago 2010 — 2013
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
College of DuPage 2010 — 2011
Associate's Degree, Computer Technology/Computer Systems Technology
Trevor Schmitz Trevor Schmitz's Nuveen Investments Experience September 2015 - Present
Job Equity Analyst Intern at Wells Fargo
Industry Financial Services
Experience
Nuveen Investments September 2015 - Present
Wells Fargo February 2015 - June 2015
UMD Financial Markets Program March 2014 - May 2015
TCF Bank May 2014 - August 2014
JK Hankinson Lawncare May 2013 - August 2013
Troy Schoenbauer Construction May 2012 - August 2012
Ace Hardware May 2010 - August 2011
Skills
Analytical Skills, Learning Quickly, Outstanding..., Public Speaking, Business Decision Making, Mathematics, Sports, Oral & Written..., Interpersonal..., Teamwork, Financial Analysis, Microsoft Office, Microsoft Excel, Time Management, Microsoft Word, Customer Service, PowerPoint, Leadership, Sales, Social Media, Analysis, Communication
Education
University of Minnesota-Duluth 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.8 GPA
New Prague High School 2007 — 2011
Nuveen Investments September 2015 - Present
Wells Fargo February 2015 - June 2015
UMD Financial Markets Program March 2014 - May 2015
TCF Bank May 2014 - August 2014
JK Hankinson Lawncare May 2013 - August 2013
Troy Schoenbauer Construction May 2012 - August 2012
Ace Hardware May 2010 - August 2011
Skills
Analytical Skills, Learning Quickly, Outstanding..., Public Speaking, Business Decision Making, Mathematics, Sports, Oral & Written..., Interpersonal..., Teamwork, Financial Analysis, Microsoft Office, Microsoft Excel, Time Management, Microsoft Word, Customer Service, PowerPoint, Leadership, Sales, Social Media, Analysis, Communication
Education
University of Minnesota-Duluth 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.8 GPA
New Prague High School 2007 — 2011
Kelsey-Marie Terry's Nuveen Investments Experience February 2012 - November 2012
Job
Industry Consumer Electronics
Experience
SmartThings February 2014 - March 2015
Midwest Carry Academy November 2012 - December 2013
Nuveen Investments February 2012 - November 2012
Private Family January 2012 - February 2012
Private Residence October 2008 - May 2011
Best Buy September 2010 - March 2011
Shamineau East June 2010 - August 2010
Skills
Marketing, Cross-functional Team..., Social Media Marketing, Analysis, Marketing Strategy, Microsoft Office, International Work, WordPress, JIRA, Agile Application..., Time Management
Education
University of Northwestern - St. Paul 2007 — 2011
Bachelor of Arts (B.A.), International Business and Chinese Studies
Cretin-Derham Hall 2003 — 2007
SmartThings February 2014 - March 2015
Midwest Carry Academy November 2012 - December 2013
Nuveen Investments February 2012 - November 2012
Private Family January 2012 - February 2012
Private Residence October 2008 - May 2011
Best Buy September 2010 - March 2011
Shamineau East June 2010 - August 2010
Skills
Marketing, Cross-functional Team..., Social Media Marketing, Analysis, Marketing Strategy, Microsoft Office, International Work, WordPress, JIRA, Agile Application..., Time Management
Education
University of Northwestern - St. Paul 2007 — 2011
Bachelor of Arts (B.A.), International Business and Chinese Studies
Cretin-Derham Hall 2003 — 2007
Mary Scattergood's Nuveen Investments Experience July 2006 - 2007
Job Institutional Equity Research Sales at Boenning & Scattergood, Inc.
Industry Financial Services
Experience
Boenning & Scattergood, Inc. May 2015 - Present
Boenning & Scattergood, Inc. April 2007 - Present
Nuveen Investments July 2006 - 2007
Skills
Client Relations, Equity Research, Investment Advisory, Investments, Highly detail oriented, Investment Valuation, Social Media Marketing, Asset Management, Microsoft Office, Thompson One, Adobe Acrobat, Photoshop, Technology Integration, Client Liaison, Social Media, Market Research, Microsoft Excel, Microsoft Word, Stocks, Market Analysis, Analysis, Social Networking, Risk Analysis, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Financial Modeling, Finance, Series 7, Trading
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Boenning & Scattergood, Inc. May 2015 - Present
Boenning & Scattergood, Inc. April 2007 - Present
Nuveen Investments July 2006 - 2007
Skills
Client Relations, Equity Research, Investment Advisory, Investments, Highly detail oriented, Investment Valuation, Social Media Marketing, Asset Management, Microsoft Office, Thompson One, Adobe Acrobat, Photoshop, Technology Integration, Client Liaison, Social Media, Market Research, Microsoft Excel, Microsoft Word, Stocks, Market Analysis, Analysis, Social Networking, Risk Analysis, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Financial Modeling, Finance, Series 7, Trading
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Jeff Kremin Jeff Kremin's Nuveen Investments Experience 1990 - 1994
Job Executive Vice President / National Sales Manager
Industry Financial Services
Experience
KBS Capital Markets Group December 2005 - Present
Travelers Life & Annuity 2004 - 2005
Jackson National Life 1998 - 2004
Pacific Life 1994 - 1998
Nuveen Investments 1990 - 1994
Skills
Alternative Investments, Fixed Annuities, Mutual Funds, Retirement Planning, Series 6, Series 63, Series 7
Education
University of Michigan
KBS Capital Markets Group December 2005 - Present
Travelers Life & Annuity 2004 - 2005
Jackson National Life 1998 - 2004
Pacific Life 1994 - 1998
Nuveen Investments 1990 - 1994
Skills
Alternative Investments, Fixed Annuities, Mutual Funds, Retirement Planning, Series 6, Series 63, Series 7
Education
University of Michigan
Andrew Irving's Nuveen Investments Experience July 2014 - Present
Job Internal Advisor Service Representative at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2014 - Present
Coyote Logistics January 2012 - June 2014
The Rappaport Companies July 2010 - August 2010
Corrigan sports June 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Equities, Valuation, Investments, Fixed Income, Corporate Finance, Microsoft Excel, Microsoft Office, PowerPoint, Due Diligence, Risk Management, Microsoft Word, Strategic Planning, Equity Valuation, Process Improvement, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor's degree, Finance, General
University of Notre Dame 2007 — 2011
BS, Finance
Nuveen Investments July 2014 - Present
Coyote Logistics January 2012 - June 2014
The Rappaport Companies July 2010 - August 2010
Corrigan sports June 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Equities, Valuation, Investments, Fixed Income, Corporate Finance, Microsoft Excel, Microsoft Office, PowerPoint, Due Diligence, Risk Management, Microsoft Word, Strategic Planning, Equity Valuation, Process Improvement, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor's degree, Finance, General
University of Notre Dame 2007 — 2011
BS, Finance
Mike McCann, CFP®'s Nuveen Investments Experience November 2010 - October 2012
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors November 2012 - Present
Nuveen Investments November 2010 - October 2012
UBS Wealth Management November 2007 - May 2010
Morgan Stanley June 2006 - November 2007
Skills
Report Writing, Asset Management, Portfolio Management, Investments, Presenter, Financial Planning, Client Communication, Presentation Development
Education
University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting
University of Notre Dame 2002 — 2006
BBA, Finance, Philosophy
Dimensional Fund Advisors November 2012 - Present
Nuveen Investments November 2010 - October 2012
UBS Wealth Management November 2007 - May 2010
Morgan Stanley June 2006 - November 2007
Skills
Report Writing, Asset Management, Portfolio Management, Investments, Presenter, Financial Planning, Client Communication, Presentation Development
Education
University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting
University of Notre Dame 2002 — 2006
BBA, Finance, Philosophy
Brian Schaper's Nuveen Investments Experience September 2015 - Present
Job Business Development Analyst at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments September 2015 - Present
Nuveen Investments November 2013 - August 2015
KPMG US October 2011 - October 2013
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
MAS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
BS, Accountancy
Nuveen Investments September 2015 - Present
Nuveen Investments November 2013 - August 2015
KPMG US October 2011 - October 2013
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
MAS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
BS, Accountancy
Allen Steinkopf Allen Steinkopf's Nuveen Investments Experience 2004 - August 2013
Job Investment Manager at Mairs and Power
Industry Financial Services
Experience
Mairs and Power September 2013 - Present
Nuveen Investments 2004 - August 2013
Advantus Capital Management 1992 - 2003
Skills
Equities, Portfolio Management, Asset Allocation, Investments, Investment Strategies, Asset Management, Bloomberg, Investment Management, Financial Modeling, Mutual Funds, Equity Research
Education
University of Minnesota - Carlson School of Management 1985 — 1986
MBA - Finance
University of Wisconsin-Eau Claire 1981 — 1985
Bachelor of Science (BS), Mathematics
Mairs and Power September 2013 - Present
Nuveen Investments 2004 - August 2013
Advantus Capital Management 1992 - 2003
Skills
Equities, Portfolio Management, Asset Allocation, Investments, Investment Strategies, Asset Management, Bloomberg, Investment Management, Financial Modeling, Mutual Funds, Equity Research
Education
University of Minnesota - Carlson School of Management 1985 — 1986
MBA - Finance
University of Wisconsin-Eau Claire 1981 — 1985
Bachelor of Science (BS), Mathematics
Scott Tonneson's Nuveen Investments Experience July 2013 - Present
Job VP, Senior Research Analyst and CoPortfolio Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2013 - Present
Hickory Lake Campground 2005 - Present
Nuveen Investments July 2007 - July 2013
American Express Financial Advisors (is now Ameriprise Financial) 1994 - 2005
Skills
Quantitative Research, Fundamental Analysis, Portfolio Management, Portfolio Optimization, Hedge Funds, Economic Research, Data Mining, Equities, Investments, Mutual Funds, Quantitative Analytics, Finance, Investment Strategies, Trading
Education
University of Minnesota - Carlson School of Management 2011 — 2012
Master of Business Administration (MBA), Finance
University of St. Thomas 1992 — 1996
BA, Accounting
Nuveen Investments July 2013 - Present
Hickory Lake Campground 2005 - Present
Nuveen Investments July 2007 - July 2013
American Express Financial Advisors (is now Ameriprise Financial) 1994 - 2005
Skills
Quantitative Research, Fundamental Analysis, Portfolio Management, Portfolio Optimization, Hedge Funds, Economic Research, Data Mining, Equities, Investments, Mutual Funds, Quantitative Analytics, Finance, Investment Strategies, Trading
Education
University of Minnesota - Carlson School of Management 2011 — 2012
Master of Business Administration (MBA), Finance
University of St. Thomas 1992 — 1996
BA, Accounting
Mike Kinney's Nuveen Investments Experience 1997 - 1999
Job Director
Industry Venture Capital & Private Equity
Experience
Capital Group LLC March 2010 - July 2014
Schwab Institutional February 2012 - October 2013
American Realty Capital August 2009 - March 2011
Schroders August 2007 - August 2009
Davis Advisors 2002 - 2007
Van Kampen Investments 1999 - 2002
Nuveen Investments 1997 - 1999
Skills
Private Equity, Venture Capital, Investments, Real Estate
Education
Wheaton College 1993 — 1994
Bachelor of Arts (B.A.), Economics
University of Kentucky
Capital Group LLC March 2010 - July 2014
Schwab Institutional February 2012 - October 2013
American Realty Capital August 2009 - March 2011
Schroders August 2007 - August 2009
Davis Advisors 2002 - 2007
Van Kampen Investments 1999 - 2002
Nuveen Investments 1997 - 1999
Skills
Private Equity, Venture Capital, Investments, Real Estate
Education
Wheaton College 1993 — 1994
Bachelor of Arts (B.A.), Economics
University of Kentucky
Oanh On Vo-Liu, CPA, CRS, GRI, ABR's Nuveen Investments Experience 1998 - 1999
Job Managing Broker Owner of Chicago Realty Team LLC
Industry Real Estate
Experience
Chicago Realty Team LLC January 2013 - Present
Notre Dame Scholarship Foundation 2008 - Present
Keller Williams Realty 2006 - December 2012
Coldwell Banker 2003 - 2005
Arthur Andersen then Deloitte & Touche 1999 - 2002
Nuveen Investments 1998 - 1999
Arthur Andersen 1995 - 1998
Skills
Investment Properties, Short Sales, Investors, Home, Sellers, First Time Buyers, Luxury, Referrals, Distressed Property, Real Estate Investment, Real Estate, Relocation, Foreclosures, First Time Home Buyers, Leases, Rentals, Property, Buyers, Home Staging, Condos, Real Estate Transactions, Selling
Education
University of Notre Dame 1992 — 1996
Bayshore High School 1988 — 1992
Chicago Realty Team LLC January 2013 - Present
Notre Dame Scholarship Foundation 2008 - Present
Keller Williams Realty 2006 - December 2012
Coldwell Banker 2003 - 2005
Arthur Andersen then Deloitte & Touche 1999 - 2002
Nuveen Investments 1998 - 1999
Arthur Andersen 1995 - 1998
Skills
Investment Properties, Short Sales, Investors, Home, Sellers, First Time Buyers, Luxury, Referrals, Distressed Property, Real Estate Investment, Real Estate, Relocation, Foreclosures, First Time Home Buyers, Leases, Rentals, Property, Buyers, Home Staging, Condos, Real Estate Transactions, Selling
Education
University of Notre Dame 1992 — 1996
Bayshore High School 1988 — 1992
Adam Sherer Adam Sherer's Nuveen Investments Experience July 2015 - Present
Job Vice President Investment Risk Manager at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments July 2015 - Present
Nuveen Investments June 2012 - July 2015
Nuveen Investments June 2011 - May 2012
Allstate Investments, LLC September 2007 - August 2010
Allstate Investments, LLC May 2006 - September 2007
AEGON USA REALTY July 2005 - January 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Portfolio Management, Data Analysis, Market Research, Due Diligence, Commercial Real Estate, CMBS, Commercial Mortgages, Asset Managment, Capital Markets, Mutual Funds, Closed-end Funds, Municipal Bonds, Business Valuation, Fixed Income, Derivatives, Trepp, Argus Modeling, Bloomberg, Corporate Finance, Quantitative Analytics, Equities, Microsoft Excel
Education
University of Illinois 2010 — 2012
Master of Business Administration (MBA), Finance, Real Estate
University of Northern Iowa 2002 — 2006
BA, Finance, International Business
Nuveen Investments July 2015 - Present
Nuveen Investments June 2012 - July 2015
Nuveen Investments June 2011 - May 2012
Allstate Investments, LLC September 2007 - August 2010
Allstate Investments, LLC May 2006 - September 2007
AEGON USA REALTY July 2005 - January 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Portfolio Management, Data Analysis, Market Research, Due Diligence, Commercial Real Estate, CMBS, Commercial Mortgages, Asset Managment, Capital Markets, Mutual Funds, Closed-end Funds, Municipal Bonds, Business Valuation, Fixed Income, Derivatives, Trepp, Argus Modeling, Bloomberg, Corporate Finance, Quantitative Analytics, Equities, Microsoft Excel
Education
University of Illinois 2010 — 2012
Master of Business Administration (MBA), Finance, Real Estate
University of Northern Iowa 2002 — 2006
BA, Finance, International Business
Anne Marie Thurston Anne Marie Thurston's Nuveen Investments Experience January 2008 - Present
Job
Industry Financial Services
Experience
Nuveen Investments January 2008 - Present
Nuveen Investments May 2003 - January 2008
ING Financial Advisers April 2002 - May 2003
Van Kampen Investments June 1999 - March 2002
Skills
UCITS, Mutual Funds, Separately Managed..., Alternative Investments, ETFs, Closed-end Funds, Asset Managment, Investments, Hedge Funds, Fixed Income, Series 7, Investment Strategies, Asset Allocation, Equities, Securities, Wealth Management, Series 63, Portfolio Management, Investment Management, Investment Advisory, Trading, Institutional..., Asset Management, Fund Of Funds, Morningstar
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Science
Nuveen Investments January 2008 - Present
Nuveen Investments May 2003 - January 2008
ING Financial Advisers April 2002 - May 2003
Van Kampen Investments June 1999 - March 2002
Skills
UCITS, Mutual Funds, Separately Managed..., Alternative Investments, ETFs, Closed-end Funds, Asset Managment, Investments, Hedge Funds, Fixed Income, Series 7, Investment Strategies, Asset Allocation, Equities, Securities, Wealth Management, Series 63, Portfolio Management, Investment Management, Investment Advisory, Trading, Institutional..., Asset Management, Fund Of Funds, Morningstar
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Science
Ed Aviza's Nuveen Investments Experience 1990 - 1994
Job
Industry Computer Software
Experience
Broadway Cellars September 2006 - Present
Microsoft Corporation July 2007 - June 2009
Microsoft Corporation January 2006 - July 2007
Mercury Interactive March 2004 - January 2006
Borland Software Corporation March 1998 - March 2004
Rotary International 1996 - 1997
Nuveen Investments 1990 - 1994
Skills
Enterprise Software, Solution Selling, Software Development, Cloud Computing, Salesforce.com, PaaS, Product Management, Business Intelligence, SaaS, Agile Methodologies, Sales Enablement, Product Marketing, Start-ups, Direct Sales, Requirements Analysis, Selling, Go-to-market Strategy, Virtualization, Sales, Microsoft Technologies, Lead Generation, Project Management, Security, Professional Services, Sales Process, SDLC, E-commerce, CRM, Pre-sales, Business Development, Software Industry, Business Alliances, Business Strategy, Architecture, Strategy, Management, Microsoft SQL Server
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Philosophy, Religious Studies
Broadway Cellars September 2006 - Present
Microsoft Corporation July 2007 - June 2009
Microsoft Corporation January 2006 - July 2007
Mercury Interactive March 2004 - January 2006
Borland Software Corporation March 1998 - March 2004
Rotary International 1996 - 1997
Nuveen Investments 1990 - 1994
Skills
Enterprise Software, Solution Selling, Software Development, Cloud Computing, Salesforce.com, PaaS, Product Management, Business Intelligence, SaaS, Agile Methodologies, Sales Enablement, Product Marketing, Start-ups, Direct Sales, Requirements Analysis, Selling, Go-to-market Strategy, Virtualization, Sales, Microsoft Technologies, Lead Generation, Project Management, Security, Professional Services, Sales Process, SDLC, E-commerce, CRM, Pre-sales, Business Development, Software Industry, Business Alliances, Business Strategy, Architecture, Strategy, Management, Microsoft SQL Server
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Philosophy, Religious Studies
Mark Traster, CFA's Nuveen Investments Experience December 2004 - Present
Job Small Cap Select Portfolio Manager
Industry Investment Management
Experience
Nuveen Investments December 2004 - Present
Principal Global Investors December 2001 - December 2004
State of Wisconsin Investment Board February 1998 - November 2001
Norwest Bank 1996 - 1998
Skills
Equity Research, Equities, Portfolio Management, Valuation, Investments, Bloomberg, Asset Managment, Financial Modeling, Investment Strategies, Financial Analysis, Asset Allocation, Equity Valuation, Due Diligence, Asset Management, Trading, Capital Markets, Investment Management, Fixed Income, Alternative Investments, Venture Capital, Hedge Funds, Securities, Investment Advisory, Mutual Funds
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA, Finance & Investments
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
BBA, Finance
Nuveen Investments December 2004 - Present
Principal Global Investors December 2001 - December 2004
State of Wisconsin Investment Board February 1998 - November 2001
Norwest Bank 1996 - 1998
Skills
Equity Research, Equities, Portfolio Management, Valuation, Investments, Bloomberg, Asset Managment, Financial Modeling, Investment Strategies, Financial Analysis, Asset Allocation, Equity Valuation, Due Diligence, Asset Management, Trading, Capital Markets, Investment Management, Fixed Income, Alternative Investments, Venture Capital, Hedge Funds, Securities, Investment Advisory, Mutual Funds
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA, Finance & Investments
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
BBA, Finance
Melissa Roe, CIMA®,AIF®'s Nuveen Investments Experience April 2015 - Present
Job Managing Director, Head of National Sales UIT Group at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 2015 - Present
Nuveen Investments October 1999 - Present
Nuveen Investments October 1999 - Present
Nuveen Investments - Fortune 500 company 1999 - Present
AIG 1997 - 1999
Skills
Separately Managed..., Series 7, Series 24, Series 63, Securities, Bonds
Education
University of La Verne 1990 — 1994
Temple City High School 1986 — 1990
HS
Nuveen Investments April 2015 - Present
Nuveen Investments October 1999 - Present
Nuveen Investments October 1999 - Present
Nuveen Investments - Fortune 500 company 1999 - Present
AIG 1997 - 1999
Skills
Separately Managed..., Series 7, Series 24, Series 63, Securities, Bonds
Education
University of La Verne 1990 — 1994
Temple City High School 1986 — 1990
HS
John Liebert's Nuveen Investments Experience January 2001 - Present
Job AVP, Lead Business Analyst at Nuveen Investments
Industry Information Technology and Services
Experience
Nuveen Investments January 2001 - Present
Ajilon Consulting May 1999 - January 2001
Skills
Fixed Income, Investments, SDLC, Management, System Administration, Analysis, Series 7, Business Analysis, Software Development, Microsoft SQL Server, Trading Systems, Asset Management, SQL
Education
University of Illinois at Urbana-Champaign 1991 — 1995
BA, Political Science, Sociology
Nuveen Investments January 2001 - Present
Ajilon Consulting May 1999 - January 2001
Skills
Fixed Income, Investments, SDLC, Management, System Administration, Analysis, Series 7, Business Analysis, Software Development, Microsoft SQL Server, Trading Systems, Asset Management, SQL
Education
University of Illinois at Urbana-Champaign 1991 — 1995
BA, Political Science, Sociology
Philip Traven, CFA's Nuveen Investments Experience May 2012 - Present
Job Research Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 2012 - Present
Nuveen Investments July 2010 - June 2012
RBS Asset Finance August 2008 - July 2010
Merrill Lynch Capital August 2005 - July 2008
Bank of America 2002 - 2005
Skills
Capital Markets, Financial Modeling, Financial Analysis, Bloomberg, Asset Managment, Fixed Income, Credit, Financial Markets
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science (BS), Finance
Marengo High School 1994 — 1998
Nuveen Investments May 2012 - Present
Nuveen Investments July 2010 - June 2012
RBS Asset Finance August 2008 - July 2010
Merrill Lynch Capital August 2005 - July 2008
Bank of America 2002 - 2005
Skills
Capital Markets, Financial Modeling, Financial Analysis, Bloomberg, Asset Managment, Fixed Income, Credit, Financial Markets
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science (BS), Finance
Marengo High School 1994 — 1998
Grant Unterberg's Nuveen Investments Experience February 1990 - Present
Job Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments February 1990 - Present
Skills
Alternative Investments, Separately Managed..., Series 7, Mutual Funds, Series 63, ETFs, Asset Allocation, Fixed Income, Equities, Investment Strategies
Education
University of Iowa 1985 — 1989
Nuveen Investments February 1990 - Present
Skills
Alternative Investments, Separately Managed..., Series 7, Mutual Funds, Series 63, ETFs, Asset Allocation, Fixed Income, Equities, Investment Strategies
Education
University of Iowa 1985 — 1989
Shannon O'Neill-Nguyen's Nuveen Investments Experience 2011 - Present
Job Assistant Vice President, Human Resources at Nuveen Investments
Industry Human Resources
Experience
Nuveen Investments 2011 - Present
U.S. Bank 2006 - 2010
Express Scripts 2004 - 2006
Sebesta Blomberg 2003 - 2004
Nonin Medical 2001 - 2003
Skills
Talent Management, Employee Relations, Performance Management, Employee Engagement, Talent Acquisition, Leadership, Human Resources, Strategic Planning, Project Coordination, Project Management, Leadership Development, Deferred Compensation, Talent Development, Talent Assessment, Compensation, Change Management, Organizational..., Training & Development, Organizational Change, Project Planning, Project Execution, Coaching, HR Consulting, HR Strategy, HR Policies, Organizational..., Organizational Alignment, Organizational Analysis, Incentive Programs, Onboarding, Human Resource..., Diversity & Inclusion
Education
University of Minnesota-Twin Cities
BA
University of Minnesota-Twin Cities
MA
University of Saint Thomas - School of Business
MBA
Nuveen Investments 2011 - Present
U.S. Bank 2006 - 2010
Express Scripts 2004 - 2006
Sebesta Blomberg 2003 - 2004
Nonin Medical 2001 - 2003
Skills
Talent Management, Employee Relations, Performance Management, Employee Engagement, Talent Acquisition, Leadership, Human Resources, Strategic Planning, Project Coordination, Project Management, Leadership Development, Deferred Compensation, Talent Development, Talent Assessment, Compensation, Change Management, Organizational..., Training & Development, Organizational Change, Project Planning, Project Execution, Coaching, HR Consulting, HR Strategy, HR Policies, Organizational..., Organizational Alignment, Organizational Analysis, Incentive Programs, Onboarding, Human Resource..., Diversity & Inclusion
Education
University of Minnesota-Twin Cities
BA
University of Minnesota-Twin Cities
MA
University of Saint Thomas - School of Business
MBA
Thomas Clark's Nuveen Investments Experience March 2012 - Present
Job VP IT Security Operations & Technology at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments March 2012 - Present
Nuveen Investments March 2009 - March 2012
Nuveen Investments October 2007 - March 2009
CNA Insurance March 2006 - October 2007
CNA Insurance March 2003 - March 2006
CNA Insurance December 2001 - March 2003
CNA Insurance September 2000 - December 2001
Field Container January 1999 - September 2000
Field Container January 1997 - January 1999
University of Illinois at Chicago - Computer Center 1989 - 1997
Skills
Disaster Recovery, Data Center, Vendor Management, SDLC, Security, Architecture, Servers, Business Continuity, IT Operations, Business Analysis, Computer Hardware, Outsourcing, WAN, IT Service Management, ITIL, Storage, Hardware, Asset Management, Clustering, Compliance, Customer Satisfaction, Risk, Investments, Vendor Relations, Trading, Mentoring, Intranet, Service Delivery, Portfolio Management, E-commerce, Deployment, Operation, SQL Server, Vendor, Information Security..., IT Operations Management, Technical Project..., Regulatory Compliance, eDiscovery, Staff Training &..., Vendor & Partner..., Budget & Cost Control, Mobile Technology, Physical Security, Network Security, Technical Staff...
Education
University of Illinois at Chicago 1990 — 1995
Bachelor of Science (B.S.), Information and Decision Sciences
University of Illinois at Chicago 1989 — 1995
Bachelor of Science (B.S.), Information Decision Sciences
Nuveen Investments March 2012 - Present
Nuveen Investments March 2009 - March 2012
Nuveen Investments October 2007 - March 2009
CNA Insurance March 2006 - October 2007
CNA Insurance March 2003 - March 2006
CNA Insurance December 2001 - March 2003
CNA Insurance September 2000 - December 2001
Field Container January 1999 - September 2000
Field Container January 1997 - January 1999
University of Illinois at Chicago - Computer Center 1989 - 1997
Skills
Disaster Recovery, Data Center, Vendor Management, SDLC, Security, Architecture, Servers, Business Continuity, IT Operations, Business Analysis, Computer Hardware, Outsourcing, WAN, IT Service Management, ITIL, Storage, Hardware, Asset Management, Clustering, Compliance, Customer Satisfaction, Risk, Investments, Vendor Relations, Trading, Mentoring, Intranet, Service Delivery, Portfolio Management, E-commerce, Deployment, Operation, SQL Server, Vendor, Information Security..., IT Operations Management, Technical Project..., Regulatory Compliance, eDiscovery, Staff Training &..., Vendor & Partner..., Budget & Cost Control, Mobile Technology, Physical Security, Network Security, Technical Staff...
Education
University of Illinois at Chicago 1990 — 1995
Bachelor of Science (B.S.), Information and Decision Sciences
University of Illinois at Chicago 1989 — 1995
Bachelor of Science (B.S.), Information Decision Sciences
Crystal C Perellis, CPA's Nuveen Investments Experience July 2014 - Present
Job AVP, Executive Compensation at Nuveen Investments
Industry Accounting
Experience
Nuveen Investments July 2014 - Present
Nuveen Investments August 2010 - July 2014
Jump Trading 2008 - 2010
McGladrey & Pullen, LLP 2005 - 2008
Education
University of Illinois at Chicago 2004 — 2005
Master's of Science, Accounting
University of Illinois at Urbana-Champaign 1998 — 2002
Carmel High School
Carmel High School
Nuveen Investments July 2014 - Present
Nuveen Investments August 2010 - July 2014
Jump Trading 2008 - 2010
McGladrey & Pullen, LLP 2005 - 2008
Education
University of Illinois at Chicago 2004 — 2005
Master's of Science, Accounting
University of Illinois at Urbana-Champaign 1998 — 2002
Carmel High School
Carmel High School
Mark Phelps, CFA's Nuveen Investments Experience October 2014 - Present
Job VP, Portfolio Strategy at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments October 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - October 2014
Mercer Investment Consulting September 2007 - March 2013
Jeffrey Slocum & Associates December 2003 - August 2007
Wells Fargo Home Mortgage October 2002 - December 2003
Skills
Mutual Funds, Portfolio Management, Investment Strategies, Economics, Capital Markets, Leadership, Endowments, Bloomberg, Investment Management, Hedge Funds, Fixed Income, Bonds, Due Diligence, Equities
Education
University of Minnesota-Twin Cities
BS, Applied Economics, Emphasis in Management and Finance
Nuveen Investments October 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - October 2014
Mercer Investment Consulting September 2007 - March 2013
Jeffrey Slocum & Associates December 2003 - August 2007
Wells Fargo Home Mortgage October 2002 - December 2003
Skills
Mutual Funds, Portfolio Management, Investment Strategies, Economics, Capital Markets, Leadership, Endowments, Bloomberg, Investment Management, Hedge Funds, Fixed Income, Bonds, Due Diligence, Equities
Education
University of Minnesota-Twin Cities
BS, Applied Economics, Emphasis in Management and Finance
Benjamin Krimmel's Nuveen Investments Experience June 2011 - Present
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2011 - Present
Morgan Stanley Smith Barney June 2005 - June 2011
US Bank August 2004 - June 2005
Skills
Series 7, Asset Allocation, Series 63, Mutual Funds, Series 65, Wealth Management, Fixed Income, Investments, Alternative Investments, Equities, Asset Managment, Investment Strategies, Investment Management, Asset Management, Investment Advisory, Separately Managed..., Bonds, Financial Analysis
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Arts, Economics
Nuveen Investments June 2011 - Present
Morgan Stanley Smith Barney June 2005 - June 2011
US Bank August 2004 - June 2005
Skills
Series 7, Asset Allocation, Series 63, Mutual Funds, Series 65, Wealth Management, Fixed Income, Investments, Alternative Investments, Equities, Asset Managment, Investment Strategies, Investment Management, Asset Management, Investment Advisory, Separately Managed..., Bonds, Financial Analysis
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Arts, Economics
Steve Jahnke's Nuveen Investments Experience January 2011 - Present
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
First American Funds December 2004 - December 2010
Skills
Separately Managed..., Equities, Investments
Education
University of Minnesota Duluth 1993 — 1998
Nuveen Investments January 2011 - Present
First American Funds December 2004 - December 2010
Skills
Separately Managed..., Equities, Investments
Education
University of Minnesota Duluth 1993 — 1998
Shekhar Iyer's Nuveen Investments Experience June 2012 - February 2013
Job Sr. Business Systems Analyst at PennyMac Loan Services, LLC
Industry Financial Services
Experience
PennyMac Loan Services, LLC June 2014 - Present
Bank of America February 2013 - February 2014
Nuveen Investments June 2012 - February 2013
Mercer Advisors February 2004 - June 2012
Ericsson Inc, Santa Barbara, CA 2000 - 2003
Ericsson/ACC 1998 - 2003
ericsson/acc 1998 - 2003
Tecolote Research, Inc. 1991 - 1998
Skills
Business Analysis, Microsoft SQL Server, Software Project..., Portfolio Management, SimCorp Dimension, Portia, Salesforce.com, Telecommunications, Systems Analysis, Oracle SQL, Crystal Reports, MS Project, Visio, Visual Basic, Access, Microsoft Excel, PowerPoint, Requirements Analysis, Test Cases, Use Case Analysis, Bloomberg, Account Reconciliation, Trading Systems, Charles River IMS, SSRS, SSIS, CRM, PowerBuilder, VB.NET, ASP.NET, Databases, SDLC, Software Development, Integration
Education
University of Mumbai 1986 — 1990
Bachelor's degree, Computer Engineering
PennyMac Loan Services, LLC June 2014 - Present
Bank of America February 2013 - February 2014
Nuveen Investments June 2012 - February 2013
Mercer Advisors February 2004 - June 2012
Ericsson Inc, Santa Barbara, CA 2000 - 2003
Ericsson/ACC 1998 - 2003
ericsson/acc 1998 - 2003
Tecolote Research, Inc. 1991 - 1998
Skills
Business Analysis, Microsoft SQL Server, Software Project..., Portfolio Management, SimCorp Dimension, Portia, Salesforce.com, Telecommunications, Systems Analysis, Oracle SQL, Crystal Reports, MS Project, Visio, Visual Basic, Access, Microsoft Excel, PowerPoint, Requirements Analysis, Test Cases, Use Case Analysis, Bloomberg, Account Reconciliation, Trading Systems, Charles River IMS, SSRS, SSIS, CRM, PowerBuilder, VB.NET, ASP.NET, Databases, SDLC, Software Development, Integration
Education
University of Mumbai 1986 — 1990
Bachelor's degree, Computer Engineering
Wassim Abourjeili's Nuveen Investments Experience November 2004 - December 2010
Job Protfolio ManagerGlobal Fixed Income at Peridiem Global Investors
Industry Investment Management
Experience
Peridiem Global Investors - Long/Short Global Hedge Fund April 2011 - Present
Nuveen Investments November 2004 - December 2010
Banc of America Investments July 2002 - November 2004
Deloitte January 2001 - September 2001
Valuation Research Corporation 1998 - 2000
GE Capital 1995 - 1998
Skills
Portfolio Management, Finance, LBO, Alternative Investments, Equities, Hedge Funds, Asset Management, Investments, Fixed Income, Asset Allocation, Valuation, Financial Modeling, Bloomberg, Investment Management, Private Equity
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA), Finance/Accounting
San Diego State University - BS Finance with Honors 1988 — 1991
Bachelor of Science (B.S) with Honors
Peridiem Global Investors - Long/Short Global Hedge Fund April 2011 - Present
Nuveen Investments November 2004 - December 2010
Banc of America Investments July 2002 - November 2004
Deloitte January 2001 - September 2001
Valuation Research Corporation 1998 - 2000
GE Capital 1995 - 1998
Skills
Portfolio Management, Finance, LBO, Alternative Investments, Equities, Hedge Funds, Asset Management, Investments, Fixed Income, Asset Allocation, Valuation, Financial Modeling, Bloomberg, Investment Management, Private Equity
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA), Finance/Accounting
San Diego State University - BS Finance with Honors 1988 — 1991
Bachelor of Science (B.S) with Honors
Joe Svoboda's Nuveen Investments Experience 2012 - Present
Job AVP, Sr. Business Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments 2012 - Present
Calamos Investments February 2011 - March 2012
Calamos Investments November 2008 - February 2011
Calamos Investments October 2005 - November 2008
Calamos Investments May 2005 - October 2005
Clarity Consulting January 1999 - May 2005
Pittway Systems Technology Group 1996 - 1999
Fluor Daniel January 1995 - November 1995
Skills
Business Analysis, Business Intelligence, ASP.NET, Email Marketing, Management, Microsoft SQL Server, Mutual Funds, Online Marketing, Project Management, SQL, Software Development, SharePoint
Education
University of Illinois at Urbana-Champaign 1990 — 1994
B.S., Electrical Engineering
Nuveen Investments 2012 - Present
Calamos Investments February 2011 - March 2012
Calamos Investments November 2008 - February 2011
Calamos Investments October 2005 - November 2008
Calamos Investments May 2005 - October 2005
Clarity Consulting January 1999 - May 2005
Pittway Systems Technology Group 1996 - 1999
Fluor Daniel January 1995 - November 1995
Skills
Business Analysis, Business Intelligence, ASP.NET, Email Marketing, Management, Microsoft SQL Server, Mutual Funds, Online Marketing, Project Management, SQL, Software Development, SharePoint
Education
University of Illinois at Urbana-Champaign 1990 — 1994
B.S., Electrical Engineering
Jessica Droeger's Nuveen Investments Experience October 2009 - 2010
Job Massage Therapist at Urban Wellness Chicago
Industry Health, Wellness and Fitness
Experience
Urban Wellness Chicago February 2012 - Present
True Horizon Healing & Bodywork May 2010 - Present
Nuveen Investments October 2009 - 2010
Kirkland & Ellis LLP May 2007 - June 2009
Nuveen Investments 1998 - 2007
D'Ancona & Pflaum August 1993 - April 1998
Skills
Healing, Reiki, Therapeutic Massage
Education
Cortiva School of Massage Therapy 2010 — 2011
Massage Therapy
University of Wisconsin Law School 1990 — 1993
University of Michigan 1982 — 1986
Urban Wellness Chicago February 2012 - Present
True Horizon Healing & Bodywork May 2010 - Present
Nuveen Investments October 2009 - 2010
Kirkland & Ellis LLP May 2007 - June 2009
Nuveen Investments 1998 - 2007
D'Ancona & Pflaum August 1993 - April 1998
Skills
Healing, Reiki, Therapeutic Massage
Education
Cortiva School of Massage Therapy 2010 — 2011
Massage Therapy
University of Wisconsin Law School 1990 — 1993
University of Michigan 1982 — 1986
Purva Patel's Nuveen Investments Experience
Job Vice President at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments
Skills
Series 7, Mutual Funds, Fixed Income, Separately Managed..., Customer Relations, Competitive Analysis, Excel, Bonds, Marketing Strategy, Statistics, Asset Management
Education
University of Michigan 1992 — 1996
Bachelors, Chemical Engineering
Nuveen Investments
Skills
Series 7, Mutual Funds, Fixed Income, Separately Managed..., Customer Relations, Competitive Analysis, Excel, Bonds, Marketing Strategy, Statistics, Asset Management
Education
University of Michigan 1992 — 1996
Bachelors, Chemical Engineering
Cherise Chico Roberts's Nuveen Investments Experience 1998 - 2007
Job Senior Marketing Coordinator at PepsiCo
Industry Consumer Goods
Judith Kolata's Nuveen Investments Experience 2004 - Present
Job Infromation Specialist at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments 2004 - Present
Heller Financial 2000 - 2001
University of Chicago - Chapin Hall Center 1994 - 1996
Goldman Sachs 1987 - 1991
Education
The University of Chicago
MA, Art History - Medieval Manuscripts
University of Illinois at Urbana-Champaign 1974 — 1975
MS, Library Science
Nuveen Investments 2004 - Present
Heller Financial 2000 - 2001
University of Chicago - Chapin Hall Center 1994 - 1996
Goldman Sachs 1987 - 1991
Education
The University of Chicago
MA, Art History - Medieval Manuscripts
University of Illinois at Urbana-Champaign 1974 — 1975
MS, Library Science
Wayland Chow's Nuveen Investments Experience February 2014 - Present
Job Designer at Nuveen Investments
Industry Design
Experience
Nuveen Investments February 2014 - Present
CompuSystems March 2011 - October 2012
Self Employed 2009 - July 2011
Visde 2008 - 2009
Osgood 4D 2005 - 2007
Skills
Design Strategy, User Experience, Experience Design, User Interface Design, Information Architecture, Industrial Design, User-centered Design, Design Thinking, Adobe Creative Suite, Rapid Prototyping, User Research, Product Design, Interaction Design, Web Design, Concept Development, Persona
Education
University of Illinois at Urbana-Champaign 1998 — 2003
BFA, Industrial Design
Nuveen Investments February 2014 - Present
CompuSystems March 2011 - October 2012
Self Employed 2009 - July 2011
Visde 2008 - 2009
Osgood 4D 2005 - 2007
Skills
Design Strategy, User Experience, Experience Design, User Interface Design, Information Architecture, Industrial Design, User-centered Design, Design Thinking, Adobe Creative Suite, Rapid Prototyping, User Research, Product Design, Interaction Design, Web Design, Concept Development, Persona
Education
University of Illinois at Urbana-Champaign 1998 — 2003
BFA, Industrial Design
Eric Stuiber's Nuveen Investments Experience 2001 - 2004
Job Manager, Procurement and Support Services at Blue Cross and Blue Shield of IL, MT, NM, OK & TX
Industry Logistics and Supply Chain
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2014 - Present
HCSC January 2010 - June 2014
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas January 2010 - June 2014
West Corporation May 2007 - October 2009
Oronova August 2000 - April 2007
Nuveen Investments 2001 - 2004
Comark June 1999 - August 2000
Skills
Cisco, Network Security, Servers, XP, Windows, Project Management, Cisco Technologies, Enterprise Software, Security, Networking, Leadership
Education
University of Notre Dame 1995 — 1999
Bachelors of Science, Biochemistry, Spanish, Pre-Med
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2014 - Present
HCSC January 2010 - June 2014
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas January 2010 - June 2014
West Corporation May 2007 - October 2009
Oronova August 2000 - April 2007
Nuveen Investments 2001 - 2004
Comark June 1999 - August 2000
Skills
Cisco, Network Security, Servers, XP, Windows, Project Management, Cisco Technologies, Enterprise Software, Security, Networking, Leadership
Education
University of Notre Dame 1995 — 1999
Bachelors of Science, Biochemistry, Spanish, Pre-Med
Janet Donner's Nuveen Investments Experience consultantNielsen Media Research2006 - 2006
Job Audit Mgr at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments consultantNielsen Media Research2006 - 2006
JeffersonWells 1999 - 2006
Jefferson Wells 1999 - 2005
Ameritech Cellular 1990 - 1994
Skills
Internal Audit
Education
University of Iowa 1982 — 1986
Nuveen Investments consultantNielsen Media Research2006 - 2006
JeffersonWells 1999 - 2006
Jefferson Wells 1999 - 2005
Ameritech Cellular 1990 - 1994
Skills
Internal Audit
Education
University of Iowa 1982 — 1986
Barb Withers's Nuveen Investments Experience July 2014 - Present
Job Senior Vice President, Manager, Channel Marketing at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2014 - Present
Nuveen Investments July 2013 - Present
Nuveen Investments June 2011 - July 2013
Invesco Ltd. June 2010 - June 2011
Van Kampen Investments January 2007 - June 2010
Van Kampen Investments September 1999 - December 2006
Van Kampen Investments January 1996 - September 1999
Van Kampen Investments December 1993 - January 1996
Kemper Financial Services August 1990 - October 1993
Skills
Marketing, Analysis, Market Planning, Campaigns, Closed-end Funds, Series 63, Series 7, Relationship Management, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Alternative Investments, Series 24, Hedge Funds, Separately Managed..., Securities, Investments, Investment Advisory, Portfolio Management, Marketing Copy, Strategic Communications, Management, Team Leadership, Business Planning, Collaborative Problem..., Channel Optimization, Series 6, Strategy
Education
Wayne State University 1988 — 1990
MA, Communications
Wayne State University 1985 — 1987
BA, Communications
University of Michigan 1981 — 1985
Sociology, Eastern European Studies
Nuveen Investments July 2014 - Present
Nuveen Investments July 2013 - Present
Nuveen Investments June 2011 - July 2013
Invesco Ltd. June 2010 - June 2011
Van Kampen Investments January 2007 - June 2010
Van Kampen Investments September 1999 - December 2006
Van Kampen Investments January 1996 - September 1999
Van Kampen Investments December 1993 - January 1996
Kemper Financial Services August 1990 - October 1993
Skills
Marketing, Analysis, Market Planning, Campaigns, Closed-end Funds, Series 63, Series 7, Relationship Management, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Alternative Investments, Series 24, Hedge Funds, Separately Managed..., Securities, Investments, Investment Advisory, Portfolio Management, Marketing Copy, Strategic Communications, Management, Team Leadership, Business Planning, Collaborative Problem..., Channel Optimization, Series 6, Strategy
Education
Wayne State University 1988 — 1990
MA, Communications
Wayne State University 1985 — 1987
BA, Communications
University of Michigan 1981 — 1985
Sociology, Eastern European Studies
George Palms's Nuveen Investments Experience September 1987 - August 1989
Job President at L & G Retirement
Industry Insurance
Experience
L & G Retirement September 2014 - Present
Petoskey Partners January 2013 - August 2014
Prudential Retirement September 2009 - September 2012
Prudential Retirement January 2003 - September 2009
Prudential Retirement January 2002 - January 2003
Prudential Retirement January 2000 - January 2002
Prudential Retirement January 1997 - December 2000
NAC Re September 1991 - December 1996
Nuveen Investments September 1987 - August 1989
Skills
Asset Management, Asset Allocation, Risk Management, Investments, Pensions, Client Facing Skills, Leadership, Strategic Thinking, Defined Benefit, Defined Contribution, client portfolio manager, Financial Services, Investment Management, Retirement, Strategy, Retirement Planning, Equities, Fixed Income, Due Diligence, Mergers & Acquisitions, Investment Advisory
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Finance and Marketing
University of Michigan 1983 — 1987
AB, Economics
L & G Retirement September 2014 - Present
Petoskey Partners January 2013 - August 2014
Prudential Retirement September 2009 - September 2012
Prudential Retirement January 2003 - September 2009
Prudential Retirement January 2002 - January 2003
Prudential Retirement January 2000 - January 2002
Prudential Retirement January 1997 - December 2000
NAC Re September 1991 - December 1996
Nuveen Investments September 1987 - August 1989
Skills
Asset Management, Asset Allocation, Risk Management, Investments, Pensions, Client Facing Skills, Leadership, Strategic Thinking, Defined Benefit, Defined Contribution, client portfolio manager, Financial Services, Investment Management, Retirement, Strategy, Retirement Planning, Equities, Fixed Income, Due Diligence, Mergers & Acquisitions, Investment Advisory
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Finance and Marketing
University of Michigan 1983 — 1987
AB, Economics
Jason Erickson's Nuveen Investments Experience January 1992 - January 1996
Job Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC August 2013 - Present
Waddell & Reed January 2011 - July 2013
Trader's Capital June 2009 - December 2010
Chicago Board Options Exchange January 1998 - May 2009
Timber Hill LLC January 1996 - January 1998
Nuveen Investments January 1992 - January 1996
Skills
Equities, Derivatives, Portfolio Management, Investments, Strategic Financial..., Financial Markets, ETFs, Series 7, Risk Management, Market Making, Proprietary Trading, Analysis, Commodity, Life Insurance, Volatility, Equity Trading, Alternative Investments, Asset Allocation, Volatility Arbitrage, Equity Derivatives, Fixed Income, Helping Clients Succeed, Stocks, Investment Strategies, Trading, Bonds, Securities, Hedge Funds, Mutual Funds, Financial Advisory, FINRA, Finance, Options
Education
University of Iowa 1987 — 1991
B.A., Economics
Allstate Financial Services, LLC August 2013 - Present
Waddell & Reed January 2011 - July 2013
Trader's Capital June 2009 - December 2010
Chicago Board Options Exchange January 1998 - May 2009
Timber Hill LLC January 1996 - January 1998
Nuveen Investments January 1992 - January 1996
Skills
Equities, Derivatives, Portfolio Management, Investments, Strategic Financial..., Financial Markets, ETFs, Series 7, Risk Management, Market Making, Proprietary Trading, Analysis, Commodity, Life Insurance, Volatility, Equity Trading, Alternative Investments, Asset Allocation, Volatility Arbitrage, Equity Derivatives, Fixed Income, Helping Clients Succeed, Stocks, Investment Strategies, Trading, Bonds, Securities, Hedge Funds, Mutual Funds, Financial Advisory, FINRA, Finance, Options
Education
University of Iowa 1987 — 1991
B.A., Economics
Danica Chilson's Nuveen Investments Experience September 2012 - Present
Job National Account Manager at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments September 2012 - Present
Nuveen Investments January 2011 - October 2012
U.S. Bank / FAF Advisors 2007 - March 2011
U.S. Bank / FAF Advisors June 2005 - May 2008
State Farm Insurance January 2004 - June 2005
State Farm Insurance January 2001 - January 2004
U.S. Bank / FAF Advisors May 2000 - January 2001
U.S. Bank / FAF Advisors July 1998 - May 2000
Piper Jaffray 1996 - 1998
Skills
Mutual Funds, Wealth Management, Financial Services, Marketing Strategy, Leadership, Strategy, Marketing, Series 63, Series 7, Investments, Asset Allocation, Securities, Relationship Management, Series 6, Portfolio Management, Alternative Investments, Asset Management, Separately Managed..., Finance, Asset Managment, Retirement Planning, Insurance, 529 Plans, Mutual Fund Operations, Project Management, College Savings Plans, Long Term Care Insurance
Education
University of Minnesota - Carlson School of Management 1993 — 1995
Bachelors, Finance, General Management
Nuveen Investments September 2012 - Present
Nuveen Investments January 2011 - October 2012
U.S. Bank / FAF Advisors 2007 - March 2011
U.S. Bank / FAF Advisors June 2005 - May 2008
State Farm Insurance January 2004 - June 2005
State Farm Insurance January 2001 - January 2004
U.S. Bank / FAF Advisors May 2000 - January 2001
U.S. Bank / FAF Advisors July 1998 - May 2000
Piper Jaffray 1996 - 1998
Skills
Mutual Funds, Wealth Management, Financial Services, Marketing Strategy, Leadership, Strategy, Marketing, Series 63, Series 7, Investments, Asset Allocation, Securities, Relationship Management, Series 6, Portfolio Management, Alternative Investments, Asset Management, Separately Managed..., Finance, Asset Managment, Retirement Planning, Insurance, 529 Plans, Mutual Fund Operations, Project Management, College Savings Plans, Long Term Care Insurance
Education
University of Minnesota - Carlson School of Management 1993 — 1995
Bachelors, Finance, General Management
Tony R. Hallada's Nuveen Investments Experience April 1999 - April 2001
Job Managing Principal and CEO of CliftonLarsonAllen Wealth Advisors, LLC
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors, LLC August 2001 - Present
Nuveen Investments April 1999 - April 2001
John G. Kinnard & Co. 1989 - 1999
Skills
Retirement Planning, Financial Advisory, Series 7, Mergers & Acquisitions, Financial Services, Investment Management, Finance, Wealth, Investment Banking, Management, Fixed Income, Succession Planning, Asset Management, Municipal Bonds, Economics, Capital Markets
Education
Carlson School of Management 2005 — 2006
Executive Management Program, Executive Leadership
University of Wisconsin-Madison 1985 — 1999
B.A.
CliftonLarsonAllen Wealth Advisors, LLC August 2001 - Present
Nuveen Investments April 1999 - April 2001
John G. Kinnard & Co. 1989 - 1999
Skills
Retirement Planning, Financial Advisory, Series 7, Mergers & Acquisitions, Financial Services, Investment Management, Finance, Wealth, Investment Banking, Management, Fixed Income, Succession Planning, Asset Management, Municipal Bonds, Economics, Capital Markets
Education
Carlson School of Management 2005 — 2006
Executive Management Program, Executive Leadership
University of Wisconsin-Madison 1985 — 1999
B.A.
Bonnie Hilton's Nuveen Investments Experience 1999 - 2001
Job Volunteer
Industry Performing Arts
Experience
Nuveen Investments 1999 - 2001
Mississipi Valley Advisors 1986 - 1988
Mercantile Bank 1986 - 1988
Bateman Eichler January 1985 - January 1986
Edward Jones February 1979 - July 1982
Education
Washington University in St. Louis - Olin Business School 1978 — 1980
MBA, Finance
University of Missouri-Columbia 1973 — 1977
1977, Honors Interdisciplinary: Theatre, English, Italian LIterature
Nuveen Investments 1999 - 2001
Mississipi Valley Advisors 1986 - 1988
Mercantile Bank 1986 - 1988
Bateman Eichler January 1985 - January 1986
Edward Jones February 1979 - July 1982
Education
Washington University in St. Louis - Olin Business School 1978 — 1980
MBA, Finance
University of Missouri-Columbia 1973 — 1977
1977, Honors Interdisciplinary: Theatre, English, Italian LIterature
Bonnie Belskis's Nuveen Investments Experience 1993 - 2000
Job Business Development at First Trust Advisors
Industry Financial Services
Experience
First Trust April 2008 - Present
Calamos Investments October 2002 - June 2006
Nuveen Investments 1993 - 2000
Skills
Separately Managed..., Series 7, Series 63, Series 65, Mutual Funds, Asset Managment, Investments, Investment Advisory, Series 24, Investment Strategies
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Economics
First Trust April 2008 - Present
Calamos Investments October 2002 - June 2006
Nuveen Investments 1993 - 2000
Skills
Separately Managed..., Series 7, Series 63, Series 65, Mutual Funds, Asset Managment, Investments, Investment Advisory, Series 24, Investment Strategies
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Economics
Anders Smith, CFP, CIMA, AIFA's Nuveen Investments Experience 2003 - 2008
Job Senior Vice President, DCIO & Strategic Platforms
Industry Investment Management
Experience
Nuveen Securities, LLC October 2008 - Present
Nuveen Investments 2003 - 2008
MFS Fund Distributors, Inc. December 1986 - September 2003
Skills
Mutual Funds, Retirement, Retirement Plan..., 401k, Retirement Planning, Asset Allocation, Investment Management, Qualified Retirement..., Retirement Savings, Wealth Management, Series 6, Series 63, Series 7, Separately Managed..., Morningstar
Education
University of Illinois at Urbana-Champaign 1982 — 1986
B.A., Liberal Arts & Sciences
Rockford East High School 1978 — 1982
Nuveen Securities, LLC October 2008 - Present
Nuveen Investments 2003 - 2008
MFS Fund Distributors, Inc. December 1986 - September 2003
Skills
Mutual Funds, Retirement, Retirement Plan..., 401k, Retirement Planning, Asset Allocation, Investment Management, Qualified Retirement..., Retirement Savings, Wealth Management, Series 6, Series 63, Series 7, Separately Managed..., Morningstar
Education
University of Illinois at Urbana-Champaign 1982 — 1986
B.A., Liberal Arts & Sciences
Rockford East High School 1978 — 1982
Ryan Rosberg, CFA's Nuveen Investments Experience January 2007 - Present
Job Vice President Sr. Research Analyst at Nuveen Investments
Industry Capital Markets
Experience
Nuveen Investments January 2007 - Present
McDonnell Investment Management 2002 - 2007
Skills
Portfolio Management, Alternative Investments, Asset Management, Investments, Valuation, Capital Markets, Bloomberg, Fixed Income, Asset Managment, Bonds
Education
University of Iowa 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Nuveen Investments January 2007 - Present
McDonnell Investment Management 2002 - 2007
Skills
Portfolio Management, Alternative Investments, Asset Management, Investments, Valuation, Capital Markets, Bloomberg, Fixed Income, Asset Managment, Bonds
Education
University of Iowa 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Kathleen Prudhomme's Nuveen Investments Experience January 2011 - Present
Job Managing Director, Assistant General Counsel at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
FAF Advisors November 2004 - December 2010
Dorsey & Whitney LLP 1983 - 2004
Skills
Securities, Securities Regulation, Corporate Law, Corporate Governance, Due Diligence
Education
University of Minnesota Law School 1981 — 1983
JD
Nuveen Investments January 2011 - Present
FAF Advisors November 2004 - December 2010
Dorsey & Whitney LLP 1983 - 2004
Skills
Securities, Securities Regulation, Corporate Law, Corporate Governance, Due Diligence
Education
University of Minnesota Law School 1981 — 1983
JD
Mark Fulkes's Nuveen Investments Experience October 1997 - Present
Job Vice President & Senior Manager of Accounting Technology at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments October 1997 - Present
Bank of America September 1994 - September 1997
Continental Illinois National Bank and Trust June 1986 - August 1994
Skills
Accounting, Financial Analysis, Finance, Business Analysis, PeopleSoft, Process Improvement, Business Intelligence, General Ledger, Crystal Reports, Budgets, Project Management, SQL, Vendor Management, ERP, Accounts Payable, Performance Improvement, Concur, Travel Management, Microsoft Office
Education
University of Illinois at Urbana-Champaign - College of Business 1982 — 1986
BS, Accountancy
Deerfield High School 1978 — 1982
Nuveen Investments October 1997 - Present
Bank of America September 1994 - September 1997
Continental Illinois National Bank and Trust June 1986 - August 1994
Skills
Accounting, Financial Analysis, Finance, Business Analysis, PeopleSoft, Process Improvement, Business Intelligence, General Ledger, Crystal Reports, Budgets, Project Management, SQL, Vendor Management, ERP, Accounts Payable, Performance Improvement, Concur, Travel Management, Microsoft Office
Education
University of Illinois at Urbana-Champaign - College of Business 1982 — 1986
BS, Accountancy
Deerfield High School 1978 — 1982
Maria Oh's Nuveen Investments Experience July 2014 - Present
Job VP, Product Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2014 - Present
Nuveen Investments March 2014 - Present
Nuveen Investments July 2013 - February 2014
Nuveen Investments January 2010 - June 2013
Nuveen Investments June 2007 - December 2009
Nuveen Investments February 2000 - June 2007
Blue Cross and Blue Shield of Illinois January 1999 - January 2000
Skills
Competitive Analysis, Due Diligence, RFP, RFI, Analytics, Mutual Funds, Asset Management, Portfolio Management, Product Management, Series 7, Investment Management, Investments, Series 65, Investment Strategies, Asset Allocation, Alternative Investments, Fixed Income, Separately Managed..., Hedge Funds
Education
University of Illinois at Chicago
MA, Applied Sociology
University of Illinois at Chicago
BA, Economics & Sociology
Nuveen Investments July 2014 - Present
Nuveen Investments March 2014 - Present
Nuveen Investments July 2013 - February 2014
Nuveen Investments January 2010 - June 2013
Nuveen Investments June 2007 - December 2009
Nuveen Investments February 2000 - June 2007
Blue Cross and Blue Shield of Illinois January 1999 - January 2000
Skills
Competitive Analysis, Due Diligence, RFP, RFI, Analytics, Mutual Funds, Asset Management, Portfolio Management, Product Management, Series 7, Investment Management, Investments, Series 65, Investment Strategies, Asset Allocation, Alternative Investments, Fixed Income, Separately Managed..., Hedge Funds
Education
University of Illinois at Chicago
MA, Applied Sociology
University of Illinois at Chicago
BA, Economics & Sociology
David Wallner, CFA, FRM's Nuveen Investments Experience 2004 - 2007
Job AVP Quantitiative Analysis and Risk Management at PPM America, Inc.
Industry Investment Management
Experience
PPM America, Inc. March 2014 - Present
PPM America July 2011 - March 2014
PPM America October 2007 - July 2011
Nuveen Investments 2004 - 2007
Nuveen Investments 1999 - 2004
State Street 1998 - 1999
Skills
Analysis, Fixed Income, Investments, Risk Management, Portfolio Management, Equities, Mutual Funds, Hedge Funds, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BBA, Finance
PPM America, Inc. March 2014 - Present
PPM America July 2011 - March 2014
PPM America October 2007 - July 2011
Nuveen Investments 2004 - 2007
Nuveen Investments 1999 - 2004
State Street 1998 - 1999
Skills
Analysis, Fixed Income, Investments, Risk Management, Portfolio Management, Equities, Mutual Funds, Hedge Funds, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BBA, Finance
Nick Massuci, CFA's Nuveen Investments Experience May 2015 - Present
Job Corporate Strategy and Development at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 2015 - Present
Nuveen Investments May 2014 - May 2015
Nuveen Investments September 2011 - April 2014
Nuveen Investments 2010 - 2011
KPMG Audit 2009 - 2010
Skills
CPA
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
University of Illinois at Urbana-Champaign
Nuveen Investments May 2015 - Present
Nuveen Investments May 2014 - May 2015
Nuveen Investments September 2011 - April 2014
Nuveen Investments 2010 - 2011
KPMG Audit 2009 - 2010
Skills
CPA
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
University of Illinois at Urbana-Champaign
Dan Chambers, CIMA®'s Nuveen Investments Experience August 2015 - Present
Job Vice President Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2015 - Present
F-Squared Investments March 2014 - March 2015
Wells Fargo Advisors, LLC July 2008 - March 2014
Virtus Investment Partners October 2006 - July 2008
John Hancock Funds May 2003 - October 2006
INVESCO March 2002 - May 2003
J&W Seligman September 1999 - March 2002
Van Kampen Investments March 1997 - September 1999
Milliken & Company May 1990 - March 1997
Skills
Mutual Funds, Alternative Investments, Wealth Management, Separately Managed..., ETFs, Coaching, Practice Management, Series 7, Investments, Asset Allocation, Series 63, Asset Management, Securities
Education
Western Illinois University 1986 — 1990
Bachelor of Science (BS), Finance, General
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Nuveen Investments August 2015 - Present
F-Squared Investments March 2014 - March 2015
Wells Fargo Advisors, LLC July 2008 - March 2014
Virtus Investment Partners October 2006 - July 2008
John Hancock Funds May 2003 - October 2006
INVESCO March 2002 - May 2003
J&W Seligman September 1999 - March 2002
Van Kampen Investments March 1997 - September 1999
Milliken & Company May 1990 - March 1997
Skills
Mutual Funds, Alternative Investments, Wealth Management, Separately Managed..., ETFs, Coaching, Practice Management, Series 7, Investments, Asset Allocation, Series 63, Asset Management, Securities
Education
Western Illinois University 1986 — 1990
Bachelor of Science (BS), Finance, General
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Robert K. Burke's Nuveen Investments Experience November 1996 - February 2011
Job Managing Director at Bob Burke Consulting LLC
Industry Financial Services
Experience
Bob Burke Consulting LLC February 2011 - Present
Nuveen Investments November 1996 - February 2011
Kemper/Everen Unit Investment Trusts January 1989 - November 1996
Skills
Business Strategy, Investments, Portfolio Management, Private Equity, Alternative Investments, Due Diligence, Series 7, Mutual Funds, Valuation, Fixed Income, Financial Modeling, Risk Management, Mergers & Acquisitions, Strategic Planning, Investment Strategies, Wealth Management, Securities, Financial Services, Series 63, Strategic Financial..., Hedge Funds, Investment Advisory
Education
Harvard Business School - Executive Education 2010 — 2010
Leadership Best Practices
ISISE - St. John's College, Oxford 1983 — 1993
International Economics/Money & Banking
University of Pennsylvania - The Wharton School 1980 — 1982
Master of Business Administration (MBA), Finance and Financial Management Services
La Salle Military Academy 1969 — 1973
H.S., Army ROTC, Military Science and Operations
Bob Burke Consulting LLC February 2011 - Present
Nuveen Investments November 1996 - February 2011
Kemper/Everen Unit Investment Trusts January 1989 - November 1996
Skills
Business Strategy, Investments, Portfolio Management, Private Equity, Alternative Investments, Due Diligence, Series 7, Mutual Funds, Valuation, Fixed Income, Financial Modeling, Risk Management, Mergers & Acquisitions, Strategic Planning, Investment Strategies, Wealth Management, Securities, Financial Services, Series 63, Strategic Financial..., Hedge Funds, Investment Advisory
Education
Harvard Business School - Executive Education 2010 — 2010
Leadership Best Practices
ISISE - St. John's College, Oxford 1983 — 1993
International Economics/Money & Banking
University of Pennsylvania - The Wharton School 1980 — 1982
Master of Business Administration (MBA), Finance and Financial Management Services
La Salle Military Academy 1969 — 1973
H.S., Army ROTC, Military Science and Operations
Florian Schramke's Nuveen Investments Experience May 2011 - Present
Job
Industry Financial Services
Experience
Nuveen Investments May 2011 - Present
Wells Fargo Securities LLC 2008 - 2010
Wells Fargo Securities LLC 2006 - 2008
Katahdin Trust Company 2002 - 2003
Skills
Finance, Forecasting, Trading, Bonds, Fixed Income, Equities, Bloomberg, Customer Service, Financial Services, Investments, Microsoft Office, Alternative Investments, Series 63, Financial Analysis, Risk Management, Securities, Wealth Management, Series 7, Teamwork, Research, Mutual Funds, FINRA
Education
University of Maine 2004 — 2006
M.A.
University of Maine 1996 — 2001
Bachelor's Degree
Nuveen Investments May 2011 - Present
Wells Fargo Securities LLC 2008 - 2010
Wells Fargo Securities LLC 2006 - 2008
Katahdin Trust Company 2002 - 2003
Skills
Finance, Forecasting, Trading, Bonds, Fixed Income, Equities, Bloomberg, Customer Service, Financial Services, Investments, Microsoft Office, Alternative Investments, Series 63, Financial Analysis, Risk Management, Securities, Wealth Management, Series 7, Teamwork, Research, Mutual Funds, FINRA
Education
University of Maine 2004 — 2006
M.A.
University of Maine 1996 — 2001
Bachelor's Degree
Amy Plyler Nunez's Nuveen Investments Experience April 2013 - Present
Job Fixed Income Trading at Nuveen Investments
Industry Banking
Experience
Nuveen Investments April 2013 - Present
BMO Harris Private Banking November 2003 - September 2011
Morgan Stanley 1998 - 2003
William Blair and Company 1993 - 1998
Skills
Fixed Income, Bonds, Bloomberg, Securities, Series 7, Capital Markets, Equities, Asset Allocation, Trading
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Industrial Relations`
Independence High School
Independence High School
Independence High School
Nuveen Investments April 2013 - Present
BMO Harris Private Banking November 2003 - September 2011
Morgan Stanley 1998 - 2003
William Blair and Company 1993 - 1998
Skills
Fixed Income, Bonds, Bloomberg, Securities, Series 7, Capital Markets, Equities, Asset Allocation, Trading
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Industrial Relations`
Independence High School
Independence High School
Independence High School
Andrea Giganti's Nuveen Investments Experience June 2011 - Present
Job Senior Internal Advisor Consultant/Assistant Vice President
Industry Financial Services
Experience
Nuveen Investments June 2011 - Present
Morgan Stanley Smith Barney January 2007 - July 2011
Skills
Series 7, Asset Allocation, Capital Markets, FINRA, Series 63, Retirement, Mutual Funds, Asset Management, Microsoft Excel
Education
University of Iowa 2001 — 2005
B.A., Communication Studies
Nuveen Investments June 2011 - Present
Morgan Stanley Smith Barney January 2007 - July 2011
Skills
Series 7, Asset Allocation, Capital Markets, FINRA, Series 63, Retirement, Mutual Funds, Asset Management, Microsoft Excel
Education
University of Iowa 2001 — 2005
B.A., Communication Studies
Dan Ellenwood's Nuveen Investments Experience July 2013 - Present
Job VP, Fund Compliance Oversight Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments. July 2013 - Present
PEAK6 Advisers LLC. April 2010 - January 2013
Shay Assets Management, Inc. 2004 - March 2010
Shay Assets Management, Inc. 1997 - 2004
Shay Financial Services, Inc. 1996 - 1997
Skills
AML, FINRA, Series 63, Mutual Funds, Hedge Funds, Series 7, series 27
Education
University of Illinois at Chicago 1992 — 1994
Bachelor of Science (B.S.), Finance, General
Nuveen Investments. July 2013 - Present
PEAK6 Advisers LLC. April 2010 - January 2013
Shay Assets Management, Inc. 2004 - March 2010
Shay Assets Management, Inc. 1997 - 2004
Shay Financial Services, Inc. 1996 - 1997
Skills
AML, FINRA, Series 63, Mutual Funds, Hedge Funds, Series 7, series 27
Education
University of Illinois at Chicago 1992 — 1994
Bachelor of Science (B.S.), Finance, General
Lawrence Gillum, CFA, CAIA's Nuveen Investments Experience November 2004 - August 2005
Job Investment Management at Raymond James
Industry Investment Management
Experience
CFA Institute June 2012 - Present
Raymond James Financial Inc. July 2010 - Present
The Newport Group November 2008 - July 2010
Transamerica Asset Management June 2007 - October 2008
Mercer Investment Consulting August 2005 - June 2007
Nuveen Investments November 2004 - August 2005
Raymond James Financial Inc. March 1998 - October 2004
Skills
Research, Public Speaking, Investments, Fixed income, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Wealth Management, Due Diligence, Chartered Financial..., Separately Managed..., Institutional..., Investment Strategies, 401k, Bonds, Investment Management, Investment Advisory, Portfolio Management, Financial Advisory, Structured Products, Finance, Equities, Series 7, Derivatives, Retirement Planning, Financial Services, Quantitative Analytics, Wealth, Wealth Management..., Fixed Income, Asset Management
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master of Business Administration (MBA)
University of Florida 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
CFA Institute June 2012 - Present
Raymond James Financial Inc. July 2010 - Present
The Newport Group November 2008 - July 2010
Transamerica Asset Management June 2007 - October 2008
Mercer Investment Consulting August 2005 - June 2007
Nuveen Investments November 2004 - August 2005
Raymond James Financial Inc. March 1998 - October 2004
Skills
Research, Public Speaking, Investments, Fixed income, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Wealth Management, Due Diligence, Chartered Financial..., Separately Managed..., Institutional..., Investment Strategies, 401k, Bonds, Investment Management, Investment Advisory, Portfolio Management, Financial Advisory, Structured Products, Finance, Equities, Series 7, Derivatives, Retirement Planning, Financial Services, Quantitative Analytics, Wealth, Wealth Management..., Fixed Income, Asset Management
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master of Business Administration (MBA)
University of Florida 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Felix Gallo's Nuveen Investments Experience October 2007 - December 2010
Job Technical Director at Seismic Games
Industry Computer Games
Experience
Seismic Games June 2011 - Present
Early Stage Startup January 2011 - June 2011
Nuveen Investments October 2007 - December 2010
Western Asset Mgmt. Co July 2002 - October 2007
Razorfish, Inc January 2000 - January 2001
eToys, Inc January 1998 - January 2000
Skills
Architecture, Ruby, Perl, Unix, Scalability, SOA, Data Warehousing, Databases, Web Services, Software Development, Scrum, SQL, Agile, AJAX, MySQL, Sybase, Video Games, SQL Server, Linux, Programming, jQuery, C, HTML, Web Development, Agile Project Management, Social Games, Game Development, Software Project..., Agile Methodologies, Integration, Financial Technology, Change Management, SDLC, Business Analytics, Cloud Computing, Mentoring, Microsoft SQL Server
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Rhetoric
Seismic Games June 2011 - Present
Early Stage Startup January 2011 - June 2011
Nuveen Investments October 2007 - December 2010
Western Asset Mgmt. Co July 2002 - October 2007
Razorfish, Inc January 2000 - January 2001
eToys, Inc January 1998 - January 2000
Skills
Architecture, Ruby, Perl, Unix, Scalability, SOA, Data Warehousing, Databases, Web Services, Software Development, Scrum, SQL, Agile, AJAX, MySQL, Sybase, Video Games, SQL Server, Linux, Programming, jQuery, C, HTML, Web Development, Agile Project Management, Social Games, Game Development, Software Project..., Agile Methodologies, Integration, Financial Technology, Change Management, SDLC, Business Analytics, Cloud Computing, Mentoring, Microsoft SQL Server
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Rhetoric
Greg Sarantopoulos's Nuveen Investments Experience March 2013 - Present
Job Senior Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2013 - Present
Nuveen Investments November 2011 - February 2013
Nuveen Investments March 2004 - November 2011
Northern Trust February 2000 - September 2003
Skills
Mergers, Fixed Income, Mergers & Acquisitions, Financial Reporting, Investments, Account Reconciliation, Mutual Funds, Equities, Accounting, Derivatives
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Economics
Nuveen Investments March 2013 - Present
Nuveen Investments November 2011 - February 2013
Nuveen Investments March 2004 - November 2011
Northern Trust February 2000 - September 2003
Skills
Mergers, Fixed Income, Mergers & Acquisitions, Financial Reporting, Investments, Account Reconciliation, Mutual Funds, Equities, Accounting, Derivatives
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Economics
Thomas W. Conklin, Jr., CFA's Nuveen Investments Experience August 2012 - Present
Job Senior Equity Analyst at Nuveen Asset Management
Industry Investment Management
Experience
Nuveen Investments August 2012 - Present
Private Investor 2010 - August 2012
Robert W. Baird & Co. August 2006 - August 2008
Robert W. Baird & Co. July 2001 - August 2006
Martin Capital Management January 2001 - April 2001
Skills
Financial Modeling, Analysis, Equity Research, Valuation, Investments, Portfolio Management, Mutual Funds, Commodity Markets, Semiconductor Industry, Transportation, Equity Valuation, Sell Side, Investment Management, Equities
Education
University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Accounting, Statistics
University of Notre Dame 1997 — 2001
BBA, Finance, magna cum laude
Nuveen Investments August 2012 - Present
Private Investor 2010 - August 2012
Robert W. Baird & Co. August 2006 - August 2008
Robert W. Baird & Co. July 2001 - August 2006
Martin Capital Management January 2001 - April 2001
Skills
Financial Modeling, Analysis, Equity Research, Valuation, Investments, Portfolio Management, Mutual Funds, Commodity Markets, Semiconductor Industry, Transportation, Equity Valuation, Sell Side, Investment Management, Equities
Education
University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Accounting, Statistics
University of Notre Dame 1997 — 2001
BBA, Finance, magna cum laude
Shannan Frederick's Nuveen Investments Experience July 2011 - August 2011
Job at
Industry Law Practice
Experience
European Wax Center July 2014 - Present
Macy's March 2013 - Present
Nuveen Investments July 2011 - August 2011
After School Matters February 2010 - April 2010
Education
University of Illinois at Chicago 2012 — 2016
Forensic Psychology
Jones College Prep 2008 — 2012
High School Diploma
European Wax Center July 2014 - Present
Macy's March 2013 - Present
Nuveen Investments July 2011 - August 2011
After School Matters February 2010 - April 2010
Education
University of Illinois at Chicago 2012 — 2016
Forensic Psychology
Jones College Prep 2008 — 2012
High School Diploma
Jordan Williamson's Nuveen Investments Experience November 2013 - October 2014
Job Mesirow Advanced Strategies | CFA Level II Candidate
Industry Financial Services
Experience
Nuveen Investments November 2013 - October 2014
The Segal Company May 2012 - August 2012
The Marco Consulting Group May 2011 - August 2011
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics- Henry B. Tippie College of Business, Graduate
Consortium Institute of Management & Business Analysis 2012 — 2012
Bachelor of Business Administration (BBA), Finance
Nuveen Investments November 2013 - October 2014
The Segal Company May 2012 - August 2012
The Marco Consulting Group May 2011 - August 2011
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics- Henry B. Tippie College of Business, Graduate
Consortium Institute of Management & Business Analysis 2012 — 2012
Bachelor of Business Administration (BBA), Finance
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group