Dan Nelson, Cfa
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Dan Nelson, Cfa Email & Phone Number

Accomplished Investment Executive | Asset Management | Investment Operations | Project Management at Nuveen, a TIAA company
Location: Greater Chicago Area, United States 4 work roles 2 schools
1 work email found @nuveen.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@nuveen.com
LinkedIn Profile matched
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Current company
Nuveen, a TIAA company
Role
Accomplished Investment Executive | Asset Management | Investment Operations | Project Management
Location
Greater Chicago Area, United States
Company size
2060 employees

Who is Dan Nelson, Cfa? Overview

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Quick answer

Dan Nelson, Cfa is listed as Accomplished Investment Executive | Asset Management | Investment Operations | Project Management at Nuveen, a TIAA company, a with 2060 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at nuveen.com and a matched LinkedIn profile for Dan Nelson, Cfa.

Dan Nelson, Cfa previously worked as Vice President, Client and Product Readiness at Nuveen, A Tiaa Company and Senior Vice President - COO Office, Head of Portfolio Management and Trading Support at Northern Trust Asset Management. Dan Nelson, Cfa holds Master Of Business Administration - Mba, Computer Information Systems from Bentley University - Mccallum Graduate School Of Business.

Company email context

Email format at Nuveen, a TIAA company

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*@nuveen.com
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AeroLeads found 1 current-domain work email signal for Dan Nelson, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Dan Nelson, Cfa

I am an innovative team leader with extensive experience in delivering solutions and leading change in an asset management environment. Proven experience in building high performance teams and implementing strategic visions to enable business success. Investment operations and project management executive with a unique mix of strong investment knowledge, asset management infrastructure and operations expertise, and client service focus. A Chartered Financial Analyst and MBA graduate with strong written and verbal communication skills. Specialities:Portfolio management systems Trading systems Investment operationsSecurities Data managementCounterparty managementRegulatory oversight and reportingTeam leadershipProject managementClient Service

Listed skills include Portfolio Management, Equities, Management, Fixed Income, and 13 others.

Current workplace

Dan Nelson, Cfa's current company

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Nuveen, a TIAA company
Nuveen, A Tiaa Company
Accomplished Investment Executive | Asset Management | Investment Operations | Project Management
new york, new york, united states
Website
nuveen.com
Employees
2060
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Company profile
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4 roles

Dan Nelson, Cfa work experience

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

Vice President, Client And Product Readiness

Current
Nuveen, A Tiaa Company

Greater Chicago Area

Jul 2021 - Present

Senior Vice President - Coo Office, Head Of Portfolio Management And Trading Support

Northern Trust Asset Management

Managed a high performance front office investment operations team leading the day-to-day support of Equity, Fixed Income and Alternatives portfolio management and trading teams.Served as interface and oversight between investment teams and insourced operations and technology teams by resolving data and processing exceptions, driving process improvement and optimization, and directing portfolio management and trading infrastructure development.

Feb 2013 - May 2021

Vice President - Coo Office, Senior Business Developer

Northern Trust Asset Management

Directed business and technology teams in the defining, executing and delivering of strategic projects to achieve business objectives within schedule and budget.

Jun 2006 - Feb 2013

Vice President - Manager, Quantative Portfolio Manager And Research Support Team

Citi

Managed business enablement team with global responsibilities for investment decision input processes supporting quantitative analysts and institutional portfolio managersWorked extensively with quantitative research and technology teams to build out tools for investment processes focusing on investment universe creation and selection, asset valuation and portfolio construction inputs

Jan 2002 - May 2006
Team & coworkers

Colleagues at Nuveen, a TIAA company

Other employees you can reach at nuveen.com. View company contacts for 2060 employees →

RB Richard B. Richard B. Colleague at Nuveen, A Tiaa CompanyTampa, Florida, United States View → JW Jada W. Jada W. Colleague at Nuveen, A Tiaa CompanyCharlotte, North Carolina, United States View → 한 한영환(Young) 한영환(Young) Colleague at Nuveen, A Tiaa CompanySeoul, South Korea, Korea, Republic Of View → RH Robin Hutchison Robin Hutchison Colleague at Nuveen, A Tiaa CompanyGreater London, England, United Kingdom View → LE Luis Ernesto Olvera Luis Ernesto Olvera Colleague at Nuveen, A Tiaa CompanyLondon, England, United Kingdom View → BD Brendan Doyle Brendan Doyle Colleague at Nuveen, A Tiaa CompanyGreater Chicago Area, United States View → JM Jonathan Moore Jonathan Moore Colleague at Nuveen, A Tiaa CompanyOrland Park, Illinois, United States View → AO Aiden Oliffe Aiden Oliffe Colleague at Nuveen, A Tiaa CompanyLondon Area, United Kingdom View → RC Rahul Channe Rahul Channe Colleague at Nuveen, A Tiaa CompanyWest Godavari, Andhra Pradesh, India View → CR Charles Rhee Charles Rhee Colleague at Nuveen, A Tiaa CompanyLos Angeles, California, United States View →
2 education records

Dan Nelson, Cfa education

FAQ

Frequently asked questions about Dan Nelson, Cfa

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

What company does Dan Nelson, Cfa work for?

Dan Nelson, Cfa works for Nuveen, a TIAA company.

What is Dan Nelson, Cfa's role at Nuveen, a TIAA company?

Dan Nelson, Cfa is listed as Accomplished Investment Executive | Asset Management | Investment Operations | Project Management at Nuveen, a TIAA company.

What is Dan Nelson, Cfa's email address?

AeroLeads has found 1 work email signal at @nuveen.com for Dan Nelson, Cfa at Nuveen, a TIAA company.

Where is Dan Nelson, Cfa based?

Dan Nelson, Cfa is based in Greater Chicago Area, United States while working with Nuveen, a TIAA company.

What companies has Dan Nelson, Cfa worked for?

Dan Nelson, Cfa has worked for Nuveen, A Tiaa Company, Northern Trust Asset Management, and Citi.

Who are Dan Nelson, Cfa's colleagues at Nuveen, a TIAA company?

Dan Nelson, Cfa's colleagues at Nuveen, a TIAA company include Richard B., Jada W., 한영환(Young), Robin Hutchison, and Luis Ernesto Olvera.

How can I contact Dan Nelson, Cfa?

You can use AeroLeads to view verified contact signals for Dan Nelson, Cfa at Nuveen, a TIAA company, including work email, phone, and LinkedIn data when available.

What schools did Dan Nelson, Cfa attend?

Dan Nelson, Cfa holds Master Of Business Administration - Mba, Computer Information Systems from Bentley University - Mccallum Graduate School Of Business.

What skills is Dan Nelson, Cfa known for?

Dan Nelson, Cfa is listed with skills including Portfolio Management, Equities, Management, Fixed Income, Financial Services, Investments, Trading, and Analysis.

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