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Tricia's responsibilities include data analysis, research and client service for Managed Money Dashboard and Mutual Fund Dashboard. She also assists in various projects including training workshops and conferences.
Tricia has previously held several positions at Nuveen Investments, most recently as a marketing research analyst for Managed Accounts Marketing, as well as a client relationship manager focusing on sales and service. Earlier in her career, Tricia held positions at Deutsche Bank Alex. Brown and Legg Mason.
Tricia holds an MBA (Finance) from St. Joseph's University and a BBA (Accounting) from Loyola College in Maryland. | 