Raymond Olson

Managing Director @Nuveen, a TIAA company

St. Petersburg, FL, US
EMAILS
r••••••••@nuveen.com
MOBILE NUMBERS
+17•••••••57

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WORK HISTORY

Feb 2017 — Present

Managing Director @Nuveen, a TIAA company

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US

EDUCATION

1984 — 1988

Florida State University - Herbert Wertheim College of Business

Bachelor of Science - BS, Finance

SKILLS

CimaMutual FundsSeparately Managed AccountsCefSeries 7Series 63Asset ManagementAsset AllocationSeries 65Wealth ManagementEtfsInvestmentsInstitutional InvestmentsInvestment AdvisoryFinancial AdvisoryInvestment ManagementPortfolio ManagementBondsRetirementManaging AccountsClosed-End FundsCertified Investment Management Analyst

ABOUT RAYMOND OLSON

Ray is responsible for marketing Nuveen\'s investment solutions to financial advisors and their clients which include institutional investors as well as ultra-high net worth individuals. He focuses regionally on the South Florida area and is based in St. Petersburg, FL. Ray has been with Nuveen Investments for over 25 years. Ray received a BS in Finance from Florida State University and carries the Series 7, 63 & 65 registrations. He is a member of the Investment Management Consultants Association and has earned the Certified Investment Management Analyst designation through the Wharton School at the University of Pennsylvania in 2003. Ray also attended the Securities Industry Institute, a 3 year program based at the Wharton School at the University of Pennsylvania.Specialties: Alternatives, Separately Managed Accounts, Mutual Funds & Closed-End Funds

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