Rachel Strang Email & Phone Number

Denver, Colorado, United States

Denver, Colorado, United States

• Revamped the Separately Managed Accounts landing page and related content on Nuveen.com, enhancing the company’s presentation of the investment vehicle to clients.
• Refreshed marketing collateral on a quarterly for a diverse range of asset classes and products.
• Conducted competitive analysis and collaborated across four different teams to bring a fresh look to client-facing materials.
• Audited materials to identify content gaps and created comprehensive slides on portfolio basics using multiple resources.

Chicago, Illinois, United States

• Prepared presentations and materials used for executive-level meetings, including quarterly sales pipeline reporting and annual women’s conference proposals.
• Organized the Nuveen 2023 Women’s Conference for 150 attendees in collaboration with the events team and external co-sponsors Allspring and Macquarie.
• Designed and launched an internal landing page for the Global Client Group that provided the 100+ person department with essential resources.
• Conducted ad-hoc data analysis and sales pipeline reporting for product and administrative teams using Excel for data processing and PowerPoint for presenting findings.

Chicago, Illinois, United States

• Developed and refined various pieces of collateral including mass email content on financial market activity & portfolio consulting insights, client investment summaries, and quarterly investment views presentations.
• Created and delivered presentations on investment research topics such as macroeconomics, real assets & responsible investing, and financial markets to the team.
• Proposed LinkedIn post content focused on portfolio strategy to enhance team visibility on company social media platforms.
• Engaged in process improvement discussions aimed at enhancing the team’s use of software and optimizing sales reporting.

Iowa City, Iowa, United States

• Guided 7 students a week on writing, presentation, and communication skills required for college-level business classes
• Created a digital resource available to guide all Tippie Business Students on correct micro-skills
• Utilized online communication and scheduling resources to aid the tutoring process

Iowa City, Iowa, United States

• Led over 200 patients a day through the check-in process and updating their personal information.
• Troubleshooted patient scheduling issues and facilitated patients' access to care
• Coordinated scheduling with physical therapists, physicians, and patients at the clinic

Iowa City, Iowa, United States

Iowa City, Iowa, United States

Iowa City, Iowa, United States

Charlotte, North Carolina, United States

• Analyzed the Estate Settlement Team process and presented recommendations for improvement to leaders in Trust
• Led a group of 10 interns to craft and present a solution to the lack of diversity in the corporate workplace to upper-level leaders
• Collaborated with Corporate Strategy & Development to research career paths and analyze TIAA's offerings

Iowa City, Iowa, United States

• Planned hour lessons for a 7th-grade special education student in math, English, social studies, and science
• Navigated a student's learning disability through calming techniques and discussion
• Guided students through educational exercises and taught lesson topics

Iowa City, Iowa Area

• Reviewed company finances and created reports on the success of monthly sales specials and client retention efforts
• Developed marketing and public outreach plan using social media, signage, and event planning which contributed to a 23% increase in new client appointments over 2 years
• Guided clients through purchase and check-out process using product and industry knowledge
• Created a company-specific online employee training guide

Iowa City, Iowa Area

• Led alumni through post-graduation survey over the phone, which raised the response rate from below 50 percent to 80 percent
• Collected data (which is displayed on uiowa.edu) for university research regarding salary, employers, and involvement of former students
• Coordinated outreach plan with peers and career advisors in the Pomerantz Career Center

Coralville, IA

• Conducted legal research regarding Estate, Business, Probate, and Real Estate Law to answer Melvin O. Shaw's research questions
• Drafted basic legal documents including wills and LLC operating agreements for ongoing cases
• Discussed research questions and findings with Melvin O. Shaw, which helped him answer client questions