Tanner Hoffman, Cfa
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Tanner Hoffman, Cfa Email & Phone Number

Director, Equities Research at Nuveen, a TIAA company
Location: Minneapolis, Minnesota, United States 7 work roles 3 schools
1 work email found @nuveen.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@nuveen.com
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Current company
Nuveen, a TIAA company
Role
Director, Equities Research
Location
Minneapolis, Minnesota, United States
Company size
3157 employees

Who is Tanner Hoffman, Cfa? Overview

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Quick answer

Tanner Hoffman, Cfa is listed as Director, Equities Research at Nuveen, a TIAA company, a company with 3157 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at nuveen.com and a matched LinkedIn profile for Tanner Hoffman, Cfa.

Tanner Hoffman, Cfa previously worked as Research Associate at Nuveen and BOA Trainee at Edward Jones. Tanner Hoffman, Cfa holds Bachelor’S Degree, Finance, General from Freed-Hardeman University.

Company email context

Email format at Nuveen, a TIAA company

This section adds company-level context without repeating Tanner Hoffman, Cfa's masked contact details.

*@nuveen.com
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AeroLeads found 1 current-domain work email signal for Tanner Hoffman, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Tanner Hoffman, Cfa

Tanner Hoffman, Cfa is a Director, Equities Research at Nuveen, a TIAA company. They possess expertise in microsoft office, research, finance, leadership, customer service and 4 more skills.

Listed skills include Microsoft Office, Research, Finance, Leadership, and 5 others.

Current workplace

Tanner Hoffman, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Nuveen, a TIAA company
Nuveen, A Tiaa Company
Director, Equities Research
Minneapolis, MN, US
Website
nuveen.com
Employees
3157
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Company profile
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7 roles

Tanner Hoffman, Cfa work experience

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

Research Associate

Current
Nuveen

Minneapolis, Minnesota

May 2016 - Present

Boa Trainee

Edward Jones

Henderson, TN

Assisting financial advisor in creating investment portfolios and maintaining client income solutions. Worked with a variety of investment products including: life insurance, annuities, stocks, bonds, mutual funds, ETFs, UITs. Additionally, I am in charge of creating client hypothetical illustrations for client appointments.

Jan 2016 - May 2016

Intern/On-Call Branch Office Administrator

Edward Jones

Henderson, Tennessee

My primary tasks are centered around assisting other employees in preparing for client meetings, I confirm cost basis and amount invested information is correct for creating client reports.

Jan 2013 - Dec 2015

Clayton Fund Portfolio Strategist/ Investment Analyst

Freed-Hardeman University

Member of student led Clayton Investment Fund, managing a $1.1 million portfolio. My primary duty involved in analyzing the fund's portfolio to identify investment risks and opportunities. Through this analysis we set parameters for sector allocations. I also assisted other team members in deciding the weights of individual securities to create an optimal.

Dec 2014 - Dec 2015

Investment Analyst

Freed-Hardeman University

Member of Clayton Investment Fund, a student led investment fund managing a $1.1 million portfolio. I was in charge of screening and finding individual securities for potential purchase and monitoring companies already owned in the industrials and financial sectors. As a team we searched for quality companies to purchase using primarily value oriented.

Aug 2014 - Dec 2014

Intern

Citizens State Bank Of Loyal

Spencer, Wisconsin

2010-2013: My primary responsibility was in customer service. I facilitated and processed customer transactions, recorded loan payments and assisted in imaging and vault/cash balancing.Summer 2013: I worked primarily as an intern in investments. I Assisted in creating and rebalancing client portfolios and analyzing investments using the CAPM.Summer 2014.

Jun 2010 - Aug 2014
Team & coworkers

Colleagues at Nuveen, a TIAA company

Other employees you can reach at nuveen.com. View company contacts for 3157 employees →

GR Gretchen Ryan Gretchen Ryan Colleague at Nuveen, A Tiaa Company Minneapolis, Minnesota, United States, United States View → MC Megan Callaghan Megan Callaghan Colleague at Nuveen, A Tiaa Company Greater London, England, United Kingdom, United Kingdom View → KS Kurt Stam, Mba Kurt Stam, Mba Colleague at Nuveen, A Tiaa Company New York City Metropolitan Area, United States View → MM Mukesh Mahto Mukesh Mahto Colleague at Nuveen, A Tiaa Company Pune, Maharashtra, India, India View → MT Makoto Takahashi Makoto Takahashi Colleague at Nuveen, A Tiaa Company Tokyo, Japan, Japan View → AD Ajinkya Date Ajinkya Date Colleague at Nuveen, A Tiaa Company Pune, Maharashtra, India, India View → JS Jooahn Sur Jooahn Sur Colleague at Nuveen, A Tiaa Company New York, New York, United States, United States View → MT Michael Thompson Michael Thompson Colleague at Nuveen, A Tiaa Company Charlotte, North Carolina, United States, United States View → DL Dave Lamb Dave Lamb Colleague at Nuveen, A Tiaa Company Geneva, Illinois, United States, United States View → MD Mahita Desaraju Mahita Desaraju Colleague at Nuveen, A Tiaa Company Chapel Hill, North Carolina, United States, United States View →
3 education records

Tanner Hoffman, Cfa education

Marketing Certificate, Business Administration And Marketing, General

Northcentral Technical College

Marketing certificate program received 16 credit hours of education from Northcentral Technical College while a senior in high school

High School, General Studies

Spencer High School

Activities and Societies: National Honor Society, FBLAGeneral high school education, received 3 AP hours from passing the AP Psychology.

FAQ

Frequently asked questions about Tanner Hoffman, Cfa

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

What company does Tanner Hoffman, Cfa work for?

Tanner Hoffman, Cfa works for Nuveen, a TIAA company.

What is Tanner Hoffman, Cfa's role at Nuveen, a TIAA company?

Tanner Hoffman, Cfa is listed as Director, Equities Research at Nuveen, a TIAA company.

What is Tanner Hoffman, Cfa's email address?

AeroLeads has found 1 work email signal at @nuveen.com for Tanner Hoffman, Cfa at Nuveen, a TIAA company.

Where is Tanner Hoffman, Cfa based?

Tanner Hoffman, Cfa is based in Minneapolis, Minnesota, United States while working with Nuveen, a TIAA company.

What companies has Tanner Hoffman, Cfa worked for?

Tanner Hoffman, Cfa has worked for Nuveen, A Tiaa Company, Nuveen, Edward Jones, Freed-Hardeman University, and Citizens State Bank Of Loyal.

Who are Tanner Hoffman, Cfa's colleagues at Nuveen, a TIAA company?

Tanner Hoffman, Cfa's colleagues at Nuveen, a TIAA company include Gretchen Ryan, Megan Callaghan, Kurt Stam, Mba, Mukesh Mahto, and Makoto Takahashi.

How can I contact Tanner Hoffman, Cfa?

You can use AeroLeads to view verified contact signals for Tanner Hoffman, Cfa at Nuveen, a TIAA company, including work email, phone, and LinkedIn data when available.

What schools did Tanner Hoffman, Cfa attend?

Tanner Hoffman, Cfa holds Bachelor’S Degree, Finance, General from Freed-Hardeman University.

What skills is Tanner Hoffman, Cfa known for?

Tanner Hoffman, Cfa is listed with skills including Microsoft Office, Research, Finance, Leadership, Customer Service, Investments, Analysis, and Mutual Funds.

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