U.S. Wealth Distribution Intern
Current
Jun 2024 - Present
AeroLeads people directory · profile
James Longley Email & Phone Number
U.S. Wealth Distribution Intern @ Nuveen | Fourth-Year Student at Tulane University
at
Nuveen, a TIAA company
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✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
U.S. Wealth Distribution Intern @ Nuveen | Fourth-Year Student at Tulane University
Location
San Francisco Bay Area, United States
Company size
Who is James Longley? Overview
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Quick answer
James Longley is listed as U.S. Wealth Distribution Intern @ Nuveen | Fourth-Year Student at Tulane University at Nuveen, a TIAA company, a with 2060 employees, based in San Francisco Bay Area, United States. AeroLeads shows a matched LinkedIn profile for James Longley.
James Longley previously worked as U.S. Wealth Distribution Intern at Nuveen, A Tiaa Company and FP&A Intern at Heros. James Longley holds Bsm, Finance And Management from Tulane University - A.B. Freeman School Of Business.
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Nuveen, a TIAA company
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Profile bio
About James Longley
I am a driven and ambitious student with a passion for the financial services industry. I am pursuing majors in finance and management and am eager to leverage my academic background, as well as my strong analytical and problem-solving skills, to excel in this field.I am deeply interested in financial markets and how they function, and I am always eager to learn more about the latest trends and developments in the industry. I am committed to staying up-to-date with industry news and regulations to ensure that I am able to provide informed and valuable insights to clients and colleagues alike.As a highly motivated and dedicated individual, I am excited about the prospect of working in the financial services industry and am confident that I have the skills and knowledge necessary to thrive in this fast-paced and dynamic field. I look forward to connecting with like-minded professionals and exploring opportunities to grow and develop my career in this exciting industry.
Current workplace
James Longley's current company
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Nuveen, A Tiaa Company
7 roles
James Longley work experience
A career timeline built from the work history available for this profile.
Fp&A Intern
- Restructured company profit and loss (P&L) statement to reflect increased in athlete projections and adjusted commission rates- Elevated the investment deck to align with a new athlete acquisition approach and overall company strategy- Actively contributed insights in weekly team meetings, and designed dynamic spreadsheets to track athlete earnings across multiple marketing networks
Sep 2023 - Jan 2024
Strategic Advisor Intern
- Researched diverse financial technology startups across sectors (for a Deal Origination List), focusing on data security, AI, healthcare, sustainability, and payment systems- Collaborated with strategic advisor Stuart Thornton, providing support and contributing to team initiatives
Sep 2023 - Jan 2024
Sales Associate
- Provided exceptional customer service, assisting with product information, sizing, and inquiries.- Tracked and processed sales transactions, maintaining inventory levels.- Managed and stocked new products, ensuring a well-organized and visually appealing store.
Jun 2023 - Jul 2023
Host
The Junction
- Evolved to hold a variety of roles at Mill Valley-based restaurant and entertainment venue.- Directed team assigned to facilitate setup, breakdown, and event coordination for weekly premium music events.- Received recognition for work ethic and quality customer communication on several occasions.
May 2022 - Aug 2022
Account Executive Intern
- Packaged products for premium organic superfood company.- Reorganized product distribution center as part of a company outsourcing effort.- Inspected products for expiration and identified opportunities for repackaging and disposal.
May 2019 - Aug 2021
Co-Founder
Ross Sports Camp
- Identified business opportunity after analysis of local competitive camps and cost structure.- Founded a sports-based summer adventure camp for boys (ages 10 - 12 years).- Organized communication and logistics, including activities, transportation, meals, safety, and payment.- Leveraged strengths of campers and co-counselors to achieve common goals, and used interpersonal skills to coach and develop campers and peers.
May 2020 - May 2021
Team & coworkers
Colleagues at Nuveen, a TIAA company
Other employees you can reach at nuveen.com. View company contacts for 2060 employees →
AW
Amber Watkins, Macc
Colleague at Nuveen, A Tiaa CompanyCharlotte, North Carolina, United States
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AP
Asutosh Patro
Colleague at Nuveen, A Tiaa CompanyPune, Maharashtra, India
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SM
Seth Marx
Colleague at Nuveen, A Tiaa CompanyGreater Chicago Area, United States
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JM
Jessica Milstein
Colleague at Nuveen, A Tiaa CompanyGreater Chicago Area, United States
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TP
Toby P. Herre, Cima®, Mba
Colleague at Nuveen, A Tiaa CompanyDenver Metropolitan Area, United States
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JS
Josh Shuster
Colleague at Nuveen, A Tiaa CompanyAurora, Colorado, United States
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CM
Cristiane M.
Colleague at Nuveen, A Tiaa CompanyPinner, England, United Kingdom
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HS
Helen Smith
Colleague at Nuveen, A Tiaa CompanyChicago, Illinois, United States
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KB
Kailey Bodine
Colleague at Nuveen, A Tiaa CompanyNew York, United States
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GO
Gregory Ohlson
Colleague at Nuveen, A Tiaa CompanyGreater London, England, United Kingdom
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Amber Watkins, Macc
Colleague at Nuveen, A Tiaa CompanyCharlotte, North Carolina, United States
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AP
Asutosh Patro
Colleague at Nuveen, A Tiaa CompanyPune, Maharashtra, India
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SM
Seth Marx
Colleague at Nuveen, A Tiaa CompanyGreater Chicago Area, United States
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JM
Jessica Milstein
Colleague at Nuveen, A Tiaa CompanyGreater Chicago Area, United States
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TP
Toby P. Herre, Cima®, Mba
Colleague at Nuveen, A Tiaa CompanyDenver Metropolitan Area, United States
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JS
Josh Shuster
Colleague at Nuveen, A Tiaa CompanyAurora, Colorado, United States
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CM
Cristiane M.
Colleague at Nuveen, A Tiaa CompanyPinner, England, United Kingdom
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HS
Helen Smith
Colleague at Nuveen, A Tiaa CompanyChicago, Illinois, United States
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KB
Kailey Bodine
Colleague at Nuveen, A Tiaa CompanyNew York, United States
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GO
Gregory Ohlson
Colleague at Nuveen, A Tiaa CompanyGreater London, England, United Kingdom
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3 education records
James Longley education
Bsm, Finance And Management
Finance
High School Diploma
FAQ
Frequently asked questions about James Longley
Quick answers generated from the profile data available on this page.
What company does James Longley work for?
James Longley works for Nuveen, a TIAA company.
What is James Longley's role at Nuveen, a TIAA company?
James Longley is listed as U.S. Wealth Distribution Intern @ Nuveen | Fourth-Year Student at Tulane University at Nuveen, a TIAA company.
Where is James Longley based?
James Longley is based in San Francisco Bay Area, United States while working with Nuveen, a TIAA company.
What companies has James Longley worked for?
James Longley has worked for Nuveen, A Tiaa Company, Heros, Soho Capital Llc, Jd Sports Fashion, and The Junction.
Who are James Longley's colleagues at Nuveen, a TIAA company?
James Longley's colleagues at Nuveen, a TIAA company include Amber Watkins, Macc, Asutosh Patro, Seth Marx, Jessica Milstein, and Toby P. Herre, Cima®, Mba.
How can I contact James Longley?
You can use AeroLeads to view verified contact signals for James Longley at Nuveen, a TIAA company, including work email, phone, and LinkedIn data when available.
What schools did James Longley attend?
James Longley holds Bsm, Finance And Management from Tulane University - A.B. Freeman School Of Business.
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