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@nuveen.com
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Ruth Velez is listed as Account Management Coordinator at Nuveen, 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 Ruth Velez.
Ruth Velez previously worked as Marketing Coordinator at Aston Asset Management and Operations Associate at Abn Amro Bank N.V..
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Marketing professional with over 15 years of experience highly skilled in business development support, marketing, operations, compliance and event management. Successfully produces high-level business events which showcases ability to effectively multi-task while maintaining meticulous attention to detail.AREAS OF EXPERTISEFinancial Marketing: Equity, Fixed, Alternatives & International, Collateral Design, Branding and Video Production Event Management: Strategic Planning, Contract Negotiations, Process Improvement and Project ExecutionCompliance: Mutual Fund Compliance, Regulatory Mailings, Securities Transactions Reporting and Internal Audits
Listed skills include Marketing, Management, Digital Marketing, Customer Service, and 24 others.
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Greater Chicago Area
Account Management Coordinator for the Strategic Partner Development (SPD) team within retail distribution. The SPD team cultivates and manages relationships at the home office level for Nuveen & TIAA to positon each strategy competitively. Responsible for increasing the effectiveness of the SPD team overall by providing the organizational and administrative support necessary to establish and maintain home office partnerships.
Greater Chicago Area
• Plan and execute events for high-level executives and their clients including conferences, symposiums, corporate events, board meetings and customer appreciation meetings located throughout the U.S.• Duties include managing fact sheet and fund book production, report compiling, report downloading, fact checking, data entry and print delivery for mutual fund products• Work closely with compliance department to ensure all material is FINRA compliant• Contributed to the rebranding of company logo and consulted on events website design
Greater Chicago Area
• Updated analysis, performance reports, proxy voting records and ADV records for SEC approval, Audited and maintained short-term credit review lists • Coordinated internal and SEC audits and reconciled personal security transactions• Facilitated continuing education meetings and anti-money laundering sessions • Created board of trustees quarterly/annual meeting materials• Audited and maintained short-term credit review lists
Greater Chicago Area
• Provided support to a staff of six retirement consultants • Translated industry newsletter, tax, enrollment, rollover and participation forms from English to Spanish• Produced Investment policies, retirement kits and presentations, Conducted employee education sessions for retirement investment options
Greater Chicago Area
• Responsible for administrative support, communications and scheduling logistics for members of HR staff• Assisted HR Director and Benefits Group in employee benefits-related projects• Provided customer service to retirees with benefit and COBRA issues
Other employees you can reach at nuveen.com. View company contacts for 2060 employees →
Uday V.
Colleague at NuveenMumbai, Maharashtra, India
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Sajan Patel
Colleague at NuveenLondon, England, United Kingdom
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James Geoghegan
Colleague at NuveenNew York City Metropolitan Area, United States
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Helen Smith
Colleague at NuveenChicago, Illinois, United States
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Murphy Stephens
Colleague at NuveenChicago, Illinois, United States
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Tricia Regnitz
Colleague at NuveenChicago, Illinois, United States
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Pepi Hooczko
Colleague at NuveenLake In The Hills, Illinois, United States
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Anders Persson, Cfa
Colleague at NuveenCharlotte, North Carolina, United States
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Cody Hilton
Colleague at NuveenMinneapolis, Minnesota, United States
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Angela Dong
Colleague at NuveenNew York, United States
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Quick answers generated from the profile data available on this page.
Ruth Velez works for Nuveen.
Ruth Velez is listed as Account Management Coordinator at Nuveen.
AeroLeads has found 1 work email signal at @nuveen.com for Ruth Velez at Nuveen.
Ruth Velez is based in Greater Chicago Area, United States while working with Nuveen.
Ruth Velez has worked for Nuveen, Aston Asset Management, Abn Amro Bank N.V., Chicago Trust, and Chicago Title & Trust.
Ruth Velez's colleagues at Nuveen include Uday V., Sajan Patel, James Geoghegan, Helen Smith, and Murphy Stephens.
You can use AeroLeads to view verified contact signals for Ruth Velez at Nuveen, including work email, phone, and LinkedIn data when available.
Ruth Velez is listed with skills including Marketing, Management, Digital Marketing, Customer Service, Email Marketing, Sales, Leadership, and Product Marketing.
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