Valerie Nicole Georgelos

Employer firm

Nuveen Asset Management, LLC CRD 155584

$280B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → Present
  Oak Lawn Racquet Club
  Oak Lawn, IL
• 01/2016 → 09/2019
  Nicholas G. Vardalos & Company Llc
  Palos Hills, IL
• 09/2015 → 09/2016
  Red Bull
  Chicago, IL
• 09/2019 → Present
  Nuveen Securities, Llc
  Chicago, IL
• 08/2012 → 12/2016
  Saint Xavier University
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2020-05-27