Carla Tardi, MFA

917-434-4076

carla@carlatardi.com

 

 

Carla Tardi  ...the New MBA* at

TIAA-CREF

 
 

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References

 

Samples From (Firms):

Summer Street Research

TIAA-CREF

Fidelity Investments

Citicorp Securities

Bear, Stearns & Co., Inc.

Salomon Brothers, Inc

 

Samples (Free-Lance/Contract):

   BeachResearch©

High-Yield Powerless Dinner

Pfizer, Inc.

Romancing the Vine

Sanford Bernstein

   StreetWise Partners

 

Work History - Narrative

 

Education - Narrative

 

Aesthetic Sensibility

 

West Broadway to Wall Street

TIAA-CREF — New York City, 2001-2002

"Senior Communications Specialist"

Corporate Marketing and Communications

 


 

Full-service, 90-year-old  financial services group dedicated to clients in academic, medical, cultural, and research fields. Here, I was part of a marketing group that published a variety of periodicals and brochures for individual (retail) investors. Some of my writing samples are presented below.

  


TIAA-CREF's Dual Investment Management Strategy℠: In the early 1980s, CREF Investments pioneered using two established methods of managing equity funds — active and quantitative management — within a single equity fund. We call this proprietary technique the Dual Investment Management Strategy℠. (MS Word)

 

Which Will it Be, Growth or Value?: Article (MS Word)

              

A New Intranet Feature — What is Sector Talk?: Introduction to new Intranet column I conceived for the company, called "Sector Talk". The column highlighted a different sector each month by publishing excerpts of interviews I conducted with our analysts. This tool was used widely by our investment advisors when consulting with clients. We were thus able to provide clients with the perspective of our in-house industry experts rather than regurgitated news an investor already might have seen or heard. (MS Word)

 

Sector Talk — Global Commercial Aerospace and Defense: Interview with analyst. (MS Word)

 

Making Volatility Work for You — What is Risk and How to Use It:  Article (MS Word)

 

Importance of Buy-Side and Sell-Side Research: Article (MS Word)

   

Securities Reorg — TIAA Investments Goes Global: Article (MS Word)

 

 
 
*"...the MFA is becoming the new MBA," page 74.  A Whole New Mind: Why Right-Brainers Will Rule the Future, Copyright ©2005, 2006 by Daniel H. Pink, Penguin Group (USA), Inc., New York

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