Ruth Velez Email & Phone Number

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.

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