Mary P Zizumbo

Employer firm

Nationwide Investment Advisors, LLC CRD 142373

$16.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 07/2013 → 05/2022
  Lincoln Investment
  Lombard, IL
• 05/2013 → 03/2017
  Crate & Barrel
  Chicago, IL
• 11/2023 → Present
  Nationwide Investment Services Corporation
  Columbus, OH
• 05/2022 → 09/2022
  Goosehead Insurance
  Rosemont, IL
• 09/2022 → 11/2023
  Trader Joe's
  Chicago, IL
• 10/2022 → 11/2023
  Taskhuman
  Chicago, IL

Previous Registrations

• 2014-05-16 → 2022-12-31
  Lincoln Investment
  Lombard, IL
  Skokie, IL
  Skokie, IL
  Fort Washington, PA
  Evanston, IL
• 2015-03-28 → 2022-12-31
  Capital Analysts
  Lombard, IL
  Evanston, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-14
• S63 Uniform Securities Agent State Law Examination
  2014-01-21

Other Names

• Mary Pat Bohan
• Mary Zizumbo
• Mary P Bohan