AeroLeads people directory · profile

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, United States 4 work roles 2 schools

1 work email found @nuveen.com LinkedIn matched

4 data sources Profile completeness 100%

Current company

Nuveen, a TIAA company

Role

Accomplished Investment Executive | Asset Management | Investment Operations | Project Management

Location

Greater Chicago Area, United States, United States

Company size

2060 employees

Who is Dan Nelson, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Dan Nelson, Cfa is listed as Accomplished Investment Executive | Asset Management | Investment Operations | Project Management at Nuveen, a TIAA company, a company with 2060 employees, based in Greater Chicago Area, United States, 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

This section adds company-level context without repeating Dan Nelson, Cfa's masked contact details.

*@nuveen.com

71% confidence

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

View email format View company profile Management contacts

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

Company context helps verify the profile and gives searchers a useful next step.

Nuveen, A Tiaa Company

Accomplished Investment Executive | Asset Management | Investment Operations | Project Management

new york, new york, united states

Website

nuveen.com

Employees

2060

AeroLeads page

Company profile

View company profile Email format

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.

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.

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 →

MB

Mary Beth Dunn Colleague at Nuveen, A Tiaa Company Greater Chicago Area, United States View → WH

Wendy Henderson Colleague at Nuveen, A Tiaa Company Charlotte, North Carolina, United States, United States View → LW

Liye W. Colleague at Nuveen, A Tiaa Company Singapore, Singapore View → RF

Rachel Few, Cima® Colleague at Nuveen, A Tiaa Company Denver, Colorado, United States, United States View → MT

Margaret Thomsen Colleague at Nuveen, A Tiaa Company Los Angeles, California, United States, United States View → MK

Magnus Kenning Colleague at Nuveen, A Tiaa Company Greater Stockholm Metropolitan Area, Sweden View → SB

Samuel Barrett Colleague at Nuveen, A Tiaa Company Charlotte Metro, United States View → CC

Christopher Cocco Colleague at Nuveen, A Tiaa Company New York City Metropolitan Area, United States View → KB

Kate Bathie Colleague at Nuveen, A Tiaa Company Milwaukee, Wisconsin, United States, United States View → MD

Miranda Dean Colleague at Nuveen, A Tiaa Company Irving, Texas, United States, United States View →

2 education records

Dan Nelson, Cfa education

Master Of Business Administration - Mba, Computer Information Systems

Bentley University - Mccallum Graduate School Of Business

Bachelor Of Science - Bs, Finance

University Of Vermont

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, 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 Mary Beth Dunn, Wendy Henderson, Liye W., Rachel Few, Cima®, and Margaret Thomsen.

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.

Security Check