Jeff Carlin Email & Phone Number
Sr. Managing Director, Head of Global Wealth Distribution @ Nuveen, a TIAA company
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Jeff Carlin Location
- Tiburon, CA, US
Jeff Carlin Work
- Sr. Managing Director, Head of Global Wealth Distribution @ (February 2021 - Present)
- Senior Managing Director, Head of US Retail @ (July 2010 - April 2023)
- Member of Board of Governors @ (June 2018 - January 2021)
- Board Member @ Olympic Club Foundation (January 2011 - January 2017)
- Board Member @ (January 2008 - January 2012)
- SVP, National Sales Manager @ IndexIQ (January 2009 - July 2010)
- Vice President @ (December 2002 - January 2009)
- Asset Management sales @ (December 2002 - January 2009)
- Regional Director @ (September 1995 - December 2002)
- Auditor and Portfolio Accountant @ (February 1993 - September 1995)
Jeff Carlin Education
- Harvard Business School Executive Education
High Potential Leadership Program (Organizational Leadership)
2017-2017 - San Diego State University
BS (Finance, emphasis in Real Estate)
1987-1992 - Sacred Heart Cathedral Preparatory
Jeff Carlin Skills
- Alternative Investments
- Asset Allocation
- Asset Managment
- ETFs
- Hedge Funds
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Separately Managed Accounts
- Series 24
- Series 63
- Series 7
- Wealth Management
- Sales
- SAN
- Sales Manager
Jeff Carlin Summary
- Jeff Carlin, based in Tiburon, CA, US, is currently a Sr. Managing Director, Head of Global Wealth Distribution at Nuveen, a TIAA company. Jeff Carlin brings experience from previous roles at Nuveen, a TIAA company, Money Management Institute, Olympic Club Foundation and Investment Management Consultants Association. Jeff Carlin holds a 2017 - 2017 High Potential Leadership Program in Organizational Leadership @ Harvard Business School Executive Education. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Managment, ETFs, Hedge Funds and more. Jeff Carlin has 2 emails and 2 mobile phone numbers on RocketReach.
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