Dirk Thompson, Cfa
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Dirk Thompson, Cfa Email & Phone Number

Senior Manager, Client Services at NISA Investment Advisors, LLC at NISA Investment Advisors, LLC
Location: Edwardsville, Illinois, United States 9 work roles 2 schools
1 work email found @nisa.com 2 phones found area 480 and 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@nisa.com
Direct phone (480) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
NISA Investment Advisors, LLC
Role
Senior Manager, Client Services at NISA Investment Advisors, LLC
Location
Edwardsville, Illinois, United States
Company size
281 employees

Who is Dirk Thompson, Cfa? Overview

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Quick answer

Dirk Thompson, Cfa is listed as Senior Manager, Client Services at NISA Investment Advisors, LLC at NISA Investment Advisors, LLC, a company with 281 employees, based in Edwardsville, Illinois, United States. AeroLeads shows a work email signal at nisa.com, phone signal with area code 480, 800, and a matched LinkedIn profile for Dirk Thompson, Cfa.

Dirk Thompson, Cfa previously worked as Senior Manager, Client Sevices at Nisa Investment Advisors, Llc and Manager, Client Services at Nisa Investment Advisors, Llc. Dirk Thompson, Cfa holds Master Of Business Administration (Mba), Finance from Saint Louis University.

Company email context

Email format at NISA Investment Advisors, LLC

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*@nisa.com
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AeroLeads found 1 current-domain work email signal for Dirk Thompson, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Dirk Thompson, Cfa

I am a highly motivated and focused Financial Analyst with strong quantitative skills and 9 years of experience in the financial services industry. I have extensive experience building trust in client relationships and maintaining a strong sense of accountability. I enjoy working in a team environment but can also work with significant independence while doing what is in the best interest of the firm and clients. My experience has fostered a strong ability to manage tight deadlines effectively while maintaining the integrity of important details.Key skills and specialties include the following: • Equity• Fixed Income• Mutual Fund Analysis• Strong command of MS Excel• VBA in Excel• Financial Statement Analysis• Financial Forecasting and Regression Analysis• Bloomberg Terminal• Microsoft PowerPoint, Outlook, and Word

Listed skills include Investments, Microsoft Excel, Financial Reporting, Investment Strategies, and 2 others.

Current workplace

Dirk Thompson, Cfa's current company

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NISA Investment Advisors, LLC
Nisa Investment Advisors, Llc
Senior Manager, Client Services at NISA Investment Advisors, LLC
st. louis, missouri, united states
Website
nisa.com
Employees
281
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Company profile
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9 roles · 21 years

Dirk Thompson, Cfa work experience

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

Analyst, Client Services Reporting

Nisa Investment Advisors, L.L.C.

NISA Investment Advisors

  • Developed customized client reporting of performance, attribution, asset allocation, holdings and transactions
  • Developed reports for Nuclear Decommissioning Trusts (NDT) and reviewed the accuracy of after-tax worksheets; instrumental in developing more consistent reporting of NDT portfolios
  • Conducted ongoing review of Investment Policy Statements (IPS) and Guidelines to ensure the objectives and constraints are within the stated parameters and reporting requirements are being met… Show more
  • Conducted ongoing review of Investment Policy Statements (IPS) and Guidelines to ensure the objectives and constraints are within the stated parameters and reporting requirements are being met
  • Reviewed consultant databases on a quarterly basis for accuracy and inconsistencies among differing databases and composites
  • Developed holdings and transaction reports for derivative portfolios holding Interest Rate Swaps, Swaptions, and Total Return Swaps Show less
Jun 2011 - May 2014

Client Services Analyst Intern

Summit Strategies

Greater St. Louis Area

  • Developed Ad hoc reports and presentations regarding client concerns such as: why a fund has underperformed, best strategy to allocate and rebalance a portfolio, and which benchmark is the most appropriate for a given.
Feb 2011 - May 2011

Financial Advisor

Wells Fargo Advisors
  • Developed retirement funding and withdrawal strategies based upon long-term and short-term economic trends under the objectives and constraints set forth in the client’s Investment Policy Statement
  • Provided independent research on mutual funds, ETFs, UITs, and individual securities and on going due diligence on investments held by clients
  • Actively prospected for new clients and marketed new solutions to existing client base
Apr 2006 - May 2010

Mutual Fund Trader

Hilliard Lyons

Louisville, Kentucky Area

  • Acted as a liaison between advisors and fund companies to correct orders placed incorrectly in order to minimize loss to firm and the client’s advisor; if market environment allowed, capture a gain for the firm
  • Processed and reviewed College 529 plans under tight deadlines and resolve inconsistencies that may impede the investment process
  • Assisted Junior Advisors with their Beta Workstations
2005 - 2006 ~1 yr
Team & coworkers

Colleagues at NISA Investment Advisors, LLC

Other employees you can reach at nisa.com. View company contacts for 281 employees →

DL David L. David L. Colleague at Nisa Investment Advisors, Llc Greater St. Louis, United States View → AH Andrew Harwerth, Cfa, Caia Andrew Harwerth, Cfa, Caia Colleague at Nisa Investment Advisors, Llc St Louis, Missouri, United States, United States View → JL Joseph Lux Joseph Lux Colleague at Nisa Investment Advisors, Llc Greater St. Louis, United States View → AC Alex Cousley, Mba Alex Cousley, Mba Colleague at Nisa Investment Advisors, Llc Greater St. Louis, United States View → IS Isaac Shields Isaac Shields Colleague at Nisa Investment Advisors, Llc Greater St. Louis, United States View → JM Jodie M. Treeman, Cfa Jodie M. Treeman, Cfa Colleague at Nisa Investment Advisors, Llc United States, United States View → TG Tate Gilbertson Tate Gilbertson Colleague at Nisa Investment Advisors, Llc St Louis, Missouri, United States, United States View → SR Sharon Reid Sharon Reid Colleague at Nisa Investment Advisors, Llc St Louis, Missouri, United States, United States View → CB Christopher Barry Christopher Barry Colleague at Nisa Investment Advisors, Llc Greater St. Louis, United States View → JC John Choe John Choe Colleague at Nisa Investment Advisors, Llc St Louis, Missouri, United States, United States View →
2 education records

Dirk Thompson, Cfa education

Master Of Business Administration (Mba), Finance

Saint Louis University

Activities and Societies: Beta Gamma Sigma

FAQ

Frequently asked questions about Dirk Thompson, Cfa

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

What company does Dirk Thompson, Cfa work for?

Dirk Thompson, Cfa works for NISA Investment Advisors, LLC.

What is Dirk Thompson, Cfa's role at NISA Investment Advisors, LLC?

Dirk Thompson, Cfa is listed as Senior Manager, Client Services at NISA Investment Advisors, LLC at NISA Investment Advisors, LLC.

What is Dirk Thompson, Cfa's email address?

AeroLeads has found 1 work email signal at @nisa.com for Dirk Thompson, Cfa at NISA Investment Advisors, LLC.

What is Dirk Thompson, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 480, 800 for Dirk Thompson, Cfa at NISA Investment Advisors, LLC.

Where is Dirk Thompson, Cfa based?

Dirk Thompson, Cfa is based in Edwardsville, Illinois, United States while working with NISA Investment Advisors, LLC.

What companies has Dirk Thompson, Cfa worked for?

Dirk Thompson, Cfa has worked for Nisa Investment Advisors, Llc, Nisa Investment Advisors, L.L.C., Summit Strategies, Wells Fargo Advisors, and A.G. Edwards.

Who are Dirk Thompson, Cfa's colleagues at NISA Investment Advisors, LLC?

Dirk Thompson, Cfa's colleagues at NISA Investment Advisors, LLC include David L., Andrew Harwerth, Cfa, Caia, Joseph Lux, Alex Cousley, Mba, and Isaac Shields.

How can I contact Dirk Thompson, Cfa?

You can use AeroLeads to view verified contact signals for Dirk Thompson, Cfa at NISA Investment Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Dirk Thompson, Cfa attend?

Dirk Thompson, Cfa holds Master Of Business Administration (Mba), Finance from Saint Louis University.

What skills is Dirk Thompson, Cfa known for?

Dirk Thompson, Cfa is listed with skills including Investments, Microsoft Excel, Financial Reporting, Investment Strategies, Fixed Income Analysis, and Financial Modeling.

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