Ted Nerison, Cfa Email & Phone Number

Minneapolis, Minnesota, United States

Greater Minneapolis-St. Paul Area

Greater Minneapolis-St. Paul Area

Greater Minneapolis-St. Paul Area

Greater Minneapolis-St. Paul Area

• Performed cost-benefit analyses of new and existing distribution relationships and presented findings to team leaders
• Assisted with the reporting of mutual fund and variable product profitability to fund Boards of Directors by investigating year-over-year profitability changes and determining the financial impacts of material business.
• Performed ad hoc projects related to the pricing philosophies of the Asset Management segment, profitability of individual distribution channels, and improvement of team processes

Greater Minneapolis-St. Paul Area

• Asset Management Lead Finance Office: Prepared monthly reports showing the financial performance and investment product metrics results of the Asset Management segment so senior management could make timely business.
• Controllership: Reviewed over 50 internal software development projects to ensure compliance with GAAP when capitalizing and expensing expenditures related to these projects
• Treasury: Calculated capital-related ratios and metrics under multiple market scenarios in order to mitigate the risk of a future credit rating downgrade from rating agencies including Standard & Poor's, Moody's, and.

Waterloo, Iowa Area

• Researched individual equity securities using a wide variety of financial resources and prepared research reports, which were presented to members of the Investment Committee
• Made investment recommendations based on research and analysis at weekly Investment Committee meetings and prepared reports regarding the investment recommendation status of each security discussed at meetings
• Analyzed financial statements, metrics, and performance of approximately 45 holdings in portfolios with average balances of $2 million