Jason Krupa

Vice President, Client Portfolio Manager

Since 2013, Jason Krupa has been working in Nuveen Investments located 226, 226. Jason Krupa is a competent Internal Wholesaler with over seven years of work experience. According to Jason's CV and work profile, this person has worked at more than four companies with numerous backgrounds and gained different skills. Jason Krupa studied at the Loyola University Chicago from 2014 to 2016. This professional has professional certification in Series 7 and Series 66. Chicago, Illinois is the place where Jason Krupa currently lives. You can contact with Jason by looking for phone number or email address or get exhaustive information by requesting access to this professional's details from us.
Name variants:
Jayson Krupa, Jay Krupa
Last updated May 23, 2024

Contact Information

Last Update
Jul 8, 2022
Email
ja**@nuveen.com, jk**@luc.edu
Location
Chicago, IL

Workplace

Nuveen Investments
Internal Wholesaler

Industry

Financial Services

Work History

Internal Wholesaler

Chicago, IL
Aug 2013 — Jul 2019

Vice President, Client Portfolio Manager

90 Park Ave, New York, NY 10016
Represent the full suite of Lenox Advisors' managed and sub-advised portfolios to prospects and clients of the firm. Provide guidance on portfolio suitability to best meet investment objecti...
from Jul 2019

Internal Advisor Service Representative

Chicago, IL
Jun 2012 — Jul 2013

Wealth Management Intern

1585 Broadway, New York, NY 10003
May 2010 — Aug 2010

Occupations

Executive
Vice President
Financial Broker
Portfolio Manager
Accountant
Finance and Accounting Specialist
Chief Executive
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper

Skills

Series 7
Series 63
Mutual Funds
Etfs
Securities
Bloomberg
Fixed Income
Investment Strategies
Alternative Investments
Asset Allocation
Uniform Combined State Law
Equities
Hedge Funds
Wealth Management
Investments
Finra
Public Speaking
Asset Management
Customer Service
Sales
Business Development
Relationship Building
Microsoft Excel
Finance
Portfolio Management
Financial Services
Certified Investment Management Analyst
Modern Portfolio Theory
Outside Sales
Investment Management
Value at Risk
National Accounts

FAQs about Jason Krupa

What's the main profession of Jason Krupa?

Jason Krupa is a Vice President, Client Portfolio Manager.

What are the profession of This expert?

These person's professions are Executive and Vice President

Where is Jason Krupa located?

Jason Krupa is located in Chicago, Illinois.

Does the professional have the email address?

ja**@nuveen.com and jk**@luc.edu is The professional's email address.

How many companies did Jason Krupa work at?

The professional worked at four jobs.

What education does Jason Krupa have?

Jason studied at the Loyola University Chicago from 2014 to 2016.

Are there any certifications, that Jason Krupa has?

The expert received the following certifications: Series 7, Series 66, Certified Investment Management Analyst® (Cima), and Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity.

Are there any industries Jason Krupa works in?

This professional works in Financial Services industry.
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