Since 2018, Jeff Carlin has been working in Money Management Institute 4, 4. Jeff is an experienced Member of Board of Governors with over 42 years of work experience. According to Jeff's CV and work profile, this professional has worked at more than 13 places with numerous backgrounds and got different skills. Jeff attended school at the Harvard Business School Executive Education from 2017 to 2017. Jeff can be found in San Francisco, California – where this professional currently lives. You can search for the person's phone number and email. We can also provide you additional contact information upon request.
Name variants:
Geoffrey Carlin,
Jefferson Carlin,
Jeffrey Carlin
Last updated May 24, 2024
Contact Information
Last Update
Feb 4, 2016
Email
je**@nuveen.com, je**@nuveen.com
Location
San Francisco, CA
Company
Workplace
Member of Board of Governors
Washington, DC
Industry
Financial Services, Business Association, Interior Design Svcs
Colleagues
Work History
Member of Board of Governors
1177 Avenue Of The Americas FLOOR 7TH, New York, NY 10036
The Money Management Institute is the leading voice for the global financial services organizations that provide advice and professionally managed investment solutions to individual and inst...
from Jun 2018
Managing Director, National Sales Manager
Direct all of the activities for Nuveen's Wirehouse and RIA Distribution.
from Jul 2010
Senior Managing Director, Head of Us Retail
730 3Rd Ave, New York, NY 10017
Provide strategic Direction of Nuveen’s US Retail Distribution team. Coordinate with the platform leadership of Nuveen’s major partner firms to ensure that Nuveen’s sales team is aligned wit...
from Jul 2010
Board Member
5619 Dtc Pkwy SUITE 500, Greenwood Village, CO 80111
Jan 2008 — Jan 2012
Vice President
211 Main St, San Francisco, CA 94105
Manage the sales and marketing efforts for the Managed Accounts and Alternative Investment platforms at Charles Schwab.
Dec 2002 — Jan 2009
Asset Management Sales
211 Main St, San Francisco, CA 94105
Dec 2002 — Jan 2009
Education
Occupations
Executive
Chief Executive Officer
Sales Manager
Sales Director
Board Member
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Management Team Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Series 7
Alternative Investments
Series 63
Mutual Funds
ETFs
Investments
Asset Allocation
Wealth Management
Asset Managment
Hedge Funds
Separately Managed Accounts
Investment Advisory
Portfolio Management
Investment Strategies
Series 24
Etfs