Partnered with clients to develop and deploy multi-generational strategic plans which supported growth and addressed key trends within the wealth management industry. Areas of expertise include digital transformation, client and business data analytics, and adapting to the current legal, regulatory and privacy environment.

Responsible for driving profitable growth and increasing client loyalty for the direct-to-consumer retail business. Led the Direct Investor Services team which included the Direct Contact Center and digital product teams that built TIAA’s digital retail advice and sales experiences. Built several new capabilities critical to reaching new clients (marketing tech stack, next best action, and lead nurturing). Launched TIAA Personal Portfolio, the first robo-advisor that allowed investors to express a preference for socially-responsible investments.

Oversaw strategy, business management and operations for TIAA’s advisory business during a time of extraordinary growth. Created and managed phone-based sales and advice teams for mass affluent clients. Led a team responsible for executing TIAA’s advisory build acceleration.

Led individual consultants and managed institutional relationships with non-profit organizations throughout the south-central United States. Ensured team delivered excellent customer experiences, achieved growth targets, and were appropriately aligned to meet the needs of our individual and institutional clients.

Managed relationships of high net worth clients providing financial planning solutions. Advised clients about savings strategies, investment allocations, estate planning and tax-effective income distribution methods.

Managed relationships of high net worth clients providing financial planning solutions. Advised clients about savings strategies, investment selection and allocation, and tax-effective income distribution methods.