Ted Nerison, Cfa Email & Phone Number

Saint Paul, Mn, Us

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 events• 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 decisions• 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 Fitch

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