Charlie Pattinson
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Charlie Pattinson Email & Phone Number

Portfolio Management Assistant - Fixed Income at Principal Asset Management
Location: Iowa City, Iowa, United States 6 work roles 2 schools
1 work email found @nationwide.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email c****@nationwide.com
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Current company
Principal Asset Management
Role
Portfolio Management Assistant - Fixed Income
Location
Iowa City, Iowa, United States
Company size
10 employees

Who is Charlie Pattinson? Overview

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Quick answer

Charlie Pattinson is listed as Portfolio Management Assistant - Fixed Income at Principal Asset Management, a company with 10 employees, based in Iowa City, Iowa, United States. AeroLeads shows a work email signal at nationwide.com and a matched LinkedIn profile for Charlie Pattinson.

Charlie Pattinson previously worked as Equity Research Analyst at Henry Fund and Corporate Credit Analyst Intern at Security Benefit. Charlie Pattinson holds Master'S Degree, Finance, General from University Of Iowa.

Company email context

Email format at Principal Asset Management

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{first_initial}{last}@nationwide.com
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AeroLeads found 1 current-domain work email signal for Charlie Pattinson. Compare company email patterns before reaching out.

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Profile bio

About Charlie Pattinson

I am a graduate student at the University of Iowa where I am pursuing a Master of Finance (May 2025). I recently completed my undergraduate degree (May 2024) at the University of Iowa in Finance and Business Analytics, with minors in Computer Science and News and Media Literacy. I am currently an Equity Research Analyst on the Henry Fund, a student-managed $24.1 million endowed equity portfolio. My academic pursuits and personal interests bridge both analytical and creative areas. In my free time I am an avid runner and podcast listener.

Current workplace

Charlie Pattinson's current company

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Principal Asset Management
Principal Asset Management
Portfolio Management Assistant - Fixed Income
Des Moines, IA, US
Website
henryfund.org
Employees
10
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6 roles

Charlie Pattinson work experience

A career timeline built from the work history available for this profile.

Equity Research Analyst

Current
Henry Fund

Iowa City, Iowa, United States

  • Selected through a competitive application process to co-manage a $24.1 million endowed equity portfolio
  • Responsible for building robust financial models using discounted cash flows (DCF), economic profit, relative valuation, and dividend discount models to value companies within the communications sector
Jan 2024 - Present

Corporate Credit Analyst Intern

Security Benefit

Des Moines, Iowa, United States

  • Conducted financial modeling and competitive analysis for Business Development Companies (BDCs) and presented findings to portfolio management team
  • Supported due diligence and private placement process for whole-business securitizations across multiple sectors
  • Executed trades totaling over $5 billion for commercial paper and public bond portfolios
May 2024 - Aug 2024

Business Analytics And Information Systems Student Ambassador

The University Of Iowa Tippie College Of Business

Iowa City, Iowa, United States

  • Organized multiple recruitment events and presented to prospective students at information sessions
Oct 2022 - May 2024

Investments Intern

Sammons Financial Group Companies

West Des Moines, Iowa, United States

  • Created dashboards in Blackrock Aladdin and Excel to monitor a $100B fixed income investment portfolio
  • Wrote Visual Basic code to capture yield, duration, and spread to create performance analytics reporting
  • Utilized Power BI to visualize and communicate insights from trade reports spanning multiple asset managers
May 2023 - Aug 2023

Commercial Lines Portfolio Management Analyst Intern

Nationwide

Des Moines, Iowa, United States

  • Analyzed Nationwide’s performance in restaurant industry insurance and communicated findings to multiple teams
  • Diagnosed rating worksheet issues, created a solution, and presented product to executive team
  • Deployed Tableau and database skills to create a model to improve renewal reporting
May 2022 - Aug 2022
Team & coworkers

Colleagues at Principal Asset Management

Other employees you can reach at henryfund.org. View company contacts for 10 employees →

ZZ Ziyi Zhang Ziyi Zhang Colleague at Principal Asset ManagementIowa City-Cedar Rapids Area, United States View → NP Nick Pittman Nick Pittman Colleague at Principal Asset ManagementIowa City-Cedar Rapids Area, United States View → OA Omar Amin Omar Amin Colleague at Principal Asset ManagementUnited States, United States View → AO Abdulqudus Opeloyeru Abdulqudus Opeloyeru Colleague at Principal Asset ManagementGreater Chicago Area, United States View → CT Caleb Tammen Caleb Tammen Colleague at Principal Asset ManagementIowa City, Iowa, United States, United States View →
2 education records

Charlie Pattinson education

Master'S Degree, Finance, General

University Of Iowa

Activities and Societies: Henry Fund

Bba, Majors: Finance And Business Analytics | Minors: Computer Science And News & Media Literacy

University Of Iowa

Activities and Societies: Delta Sigma Pi, Tippie Business Honor Society, London Winter Study Abroad

FAQ

Frequently asked questions about Charlie Pattinson

Quick answers generated from the profile data available on this page.

What company does Charlie Pattinson work for?

Charlie Pattinson works for Principal Asset Management.

What is Charlie Pattinson's role at Principal Asset Management?

Charlie Pattinson is listed as Portfolio Management Assistant - Fixed Income at Principal Asset Management.

What is Charlie Pattinson's email address?

AeroLeads has found 1 work email signal at @nationwide.com for Charlie Pattinson at Principal Asset Management.

Where is Charlie Pattinson based?

Charlie Pattinson is based in Iowa City, Iowa, United States while working with Principal Asset Management.

What companies has Charlie Pattinson worked for?

Charlie Pattinson has worked for Principal Asset Management, Henry Fund, Security Benefit, The University Of Iowa Tippie College Of Business, and Sammons Financial Group Companies.

Who are Charlie Pattinson's colleagues at Principal Asset Management?

Charlie Pattinson's colleagues at Principal Asset Management include Ziyi Zhang, Nick Pittman, Omar Amin, Abdulqudus Opeloyeru, and Caleb Tammen.

How can I contact Charlie Pattinson?

You can use AeroLeads to view verified contact signals for Charlie Pattinson at Principal Asset Management, including work email, phone, and LinkedIn data when available.

What schools did Charlie Pattinson attend?

Charlie Pattinson holds Master'S Degree, Finance, General from University Of Iowa.

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