ABE WATMAN
Chicago
Summary
Dynamic professional with a proven track record at Nuveen, excelling in revenue generation and strategic partnerships. Adept in organizational skills and communication, I successfully raised $250mm+ across Nuveen's investment line up while fostering relationships across Wires, IBDs, & RIAs. Committed to enhancing team collaboration and driving impactful results.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Internal Advisor Consultant, AVP
Nuveen
Chicago
06.2021 - Current
- Collaborated with external partners to generate revenue and enhance the Nuveen brand presence in Manhattan over the past three years.
- Field travel quarterly, engaging with RIAs, wires, and IBDs, both individually and collaboratively.
- Selected as the President of the Internal Consultants for the Internal Sales & Service Advisory Council, advising leadership on effective communication strategies.
- Partnered closely with leaders of a partner firm, resulting in $150M in new SMA assets for Nuveen.
- Cultivated relationships with RIAs managing $300M to $5B AUM, promoting Nuveen as a top product partner.
- Enhanced organizational effectiveness by ensuring alignment across segments and managing daily pipeline activities.
Board Member of Alumni Association
Camp Avoda
Middleboro
01.2022 - Current
- Planned alumni events to generate funds for Avoda and support scholarships.
- Organized annual alumni weekend for over 180 attendees, raising more than $20,000.
- Participated in annual phone-a-thon to engage alumni and secure donations.
Wealth Management Internship
Wells Financial Partners, LLC
Needham
01.2019 - 12.2019
- Developed financial solutions and investment strategies for clients with portfolios worth $500k to $10M.
- Trained office members on software utilization to enhance daily operational efficiency.
Education
Bachelor's Degree - Finance
Miami University
Oxford, OH06-2021
Skills
- Organizational skills
- Time management
- Communication skills
- Interpersonal abilities
- Team collaboration
- Multitasking
- Story telling
Certification
- Series 66
- Series 7
- Securities Industry Essentials (SIE) licensed.
- Pursuing Chartered Alternative Investment Analyst (CAIA)
Accomplishments
- President of Internal Sales & Service Advisor Council
Timeline
Board Member of Alumni Association
Camp Avoda
01.2022 - Current
Internal Advisor Consultant, AVP
Nuveen
06.2021 - Current
Wealth Management Internship
Wells Financial Partners, LLC
01.2019 - 12.2019
Bachelor's Degree - Finance
Miami University
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