Relationships and strategy go hand in hand.Whether it’s deepening long-term relationships or developing new opportunities, you strengthen connections by thinking strategically about client needs, what you can offer and how you deliver on that plan over time.I love this industry. I always have, from my early days on Wall Street. Right away I recognized that TIAA was the gold standard. That’s what drew me here, but what’s kept me is the mission. As Managing Director of Higher Education Sales, that mission directs me as I:● deepen connections with consultants, relationship managers and influencers● develop and execute long-term strategies● build trust through my knowledge of products and processesFew people at TIAA have shouldered responsibilities in as many areas across the organization as I have. This gives me a more complete view of TIAA, which is invaluable to clients as we bring together the pieces to best help them.In my spare time, I enjoy making home improvements. Over the years I’ve learned how to handle all kinds of repairs. I see the need, draw on a range of experience and take pride in the outcome. Honestly, aside from the power tools, it’s not that much different than my day job.Specialties: business strategy | leadership | strategic planning
Listed skills include Financial Services, Series 63, Retirement, Relationship Management, and 4 others.
