Menu
  • Home
  • Testimonials
  • LinkedIn
  • YouTube

Wholesaler Masterminds®

Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

  • Blog
  • Blog Archive
  • Podcast
  • About
  • Home
  • Blog
  • Blog Archive
  • Podcast
  • Testimonials
  • About

You are here: Home / The NEW Wholesaler Masterminds Radio Show / Lessons From Leaders #5: Interview with Jeff Carlin, CFA at Nuveen

Lessons From Leaders #5: Interview with Jeff Carlin, CFA at Nuveen

Featured Podcasts

  • The NEW Wholesaler Masterminds Radio Show
  • Wholesaler Masterminds Radio Show Archives (2010-2015)

How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry?

What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn?

Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders

In this episode, sponsored by Money Management Institute’s Center for Distribution Excellence, we interview: Jeff Carlin, CFA, Senior Managing Director, Head of U.S. Retail Distribution at Nuveen:

Jeff is Senior Managing Director and Head of U.S. Retail Distribution at Nuveen. He is responsible for leading the placement, distribution and support of all products through the retail distribution channel. Jeff is also a member of the Nuveen Business Leadership Team, which directs overall strategy, leads firm initiatives, and is accountable for the business results of our combined product and distribution teams, working closely with Nuveen affiliates to support and execute on our collective goals.

Prior to that, Jeff held the roles of Head of Distribution for Structured Products, and National Sales Manager for the Wirehouse and Private Wealth channels at Nuveen. Prior to joining Nuveen, Jeff was National Sales Manager for IndexIQ, a leading innovator of Alternative Investment ETFs. Before that, he was General Manager and National Sales Manager of the Managed Accounts group at Charles Schwab & Co., and Regional Director in Northern California for Smith Barney’s Consulting Group.

Jeff has a B.S. in Business Administration, with an emphasis on Finance and Real Estate, from San Diego State University. He is a current member of the Investment Management Consultants Association (IMCA) and was a member of the board of directors from 2008–2011. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

Related Posts

  • The What, Why and How of Virtual Meetings in the Coronavirus Era with Marquesa Pettway
  • Wholesalers, Do You Know the Rules of Highly Effective Networking? with Michael Goldberg
  • Lessons From Leaders #3: How Wholesalers Thrive in the Future with Cerulli Associates
  • Understanding nonverbal communicationA Wholesaler’s Personal Power: Understanding Nonverbal Communication with Bill Acheson
  • Your COI Mindset: A Giving Hand Is Always Full with Bill Walton

Search Over 1,000 Posts!

Most Popular Posts

CLICK HERE to see all 39 ‘Thought of the Day’ insights (and download the image zip file)

THOUSANDS OF WHOLESALERS HAVE READ IT – HAVE YOU?

Wholesaler Masterminds Follow-up Task Worksheet

© 2025 shorespeak, L.L.C. | All Rights Reserved

Terms, Conditions & Privacy Policy

Copyright © 2025