Experience

The Academy Group, Inc.

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Volunteer, Amplify Chicago at The Academy Group Inc.

  • Mar 2019 - Present

  Instructor, mentor, coach and consultant on financial literacy - Build customized, systematic programming to include experiential learning - Deliver presentation content virtually and in person Instructor, mentor, coach and consultant on financial literacy - Build customized, systematic programming to include experiential learning - Deliver presentation content virtually and in person



Nuveen, a TIAA company

• United States
• Financial Services
• 700 & Above Employee

• Executive Vice President

  • Jun 2005 - Mar 2019

  LEADERSHIP POSITIONS Executive Committee, Executive Product Development Committee Co-Founder, Operating Committee, Mergers and Acquisition Committee, Seed Capital Committee, Affiliate Relations Committee Co-Founder, Global Distribution Leadership Team ROLES AND RESPONSIBILITIES Head of Advisory Product Management and Development (OEF, SMA, ETF) - Led Product Management and Development team and product platform through the Lifecycle Head and Co-Founder of Multi-Asset Solutions Strategy and Business Development - Delivered strategic design, direction, and launch of Multi-Asset Solutions business in partnership with CIO; hired and managed non-investment Solutions personnel Managing Director, Head of National Accounts - Led National Account advisory team and business relationship efforts with wealth management firms in wire house, private client, independent broker dealer, and RIA channels Managing Director, Head of Separately Managed Accounts Business - Drove industry leading retail separately managed account business including team development, sales goal, marketing plan, product management, and product origination efforts Senior Vice President, Head of Separately Managed Accounts Product Development Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Smith Barney - Senior Vice President, Director of Investment Manager Research

  • May 1994 - Jun 2005

  Lead Investment Manager Research analyst team for consulting services division covering global equity, global fixed income, and alternative strategies offerings Co-Founded and launched Alternative Strategies Investment Manager Research initiative for Consulting Group Investment Manager Analyst conducting research, deriving opinions, and delivering products from value equity asset managers Lead Investment Manager Research analyst team for consulting services division covering global equity, global fixed income, and alternative strategies offerings Co-Founded and launched Alternative Strategies Investment Manager Research initiative for Consulting Group Investment Manager Analyst conducting research, deriving opinions, and delivering products from value equity asset managers



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Private Bank Cash Management

  • Jun 1992 - May 1994