David Moss Email and Phone Number
David Moss work email
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David Moss personal email
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I am a graduate of DePauw University with a Bachelors degree in Economics. I have 11 years of financial services experience with the last 9 being at TIAA. During my time at TIAA, I have served in both client facing and internally focused roles. My roles have allowed me to develop skills in Relationship Management, Change Management, Sales, and Strategic Planning. It is never too early to begin thinking about retirement. I am proud to be a part of TIAAs mission to ensure all Americans can retire with dignity.
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Relationship ManagerTiaa Jun 2023 - PresentDenver, Colorado, United States -
Assistant AccountantRivet Software Dec 2014 - PresentDenver, Co
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Assistant AccountantRivet Software Dec 2014 - Mar 2015Recruited to compile company’s 2014 revenue totals Worked with CFO to develop recognition periods for each of the company’s products Generated deferred revenue schedules for the duration of the customers’ current contractsWorked with sales team to coordinate future sales opportunities schedule
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Retirement Education SpecialistGreat-West Financial Sep 2013 - Nov 2014Englewood, Co -
Retirement Education SpecialistGreat-West Financial Sep 2013 - Nov 2014Worked with over 300 different companies’ 401(k) and pension plans totaling a participant base of nearly 2 million people Non-Registered Responsibilities Assisted participants with understanding of individual plan rules and guidelines Performed a variety of transactions including contribution changes, loans, withdrawals, and distribution requests Worked with participants and plan sponsors to troubleshoot individual account issues Received training on more complex and non-qualified plans Registered Responsibilities Series 6 and 63 licensed (both tests completed in June 2014) Executed fund to fund transfers and rebalances of participant accounts Assisted participants with enrollment in 401(k) plans Educated participants on different investment options available within their plan’s fund lineup Created estimates of pension benefits for participants using plans’ benefit formulas
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StudentDepauw University Aug 2009 - May 2013Economics major -
Accounting InternEnterprise Electrical & Mechanical Company Jun 2012 - Aug 2012
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Accounting InternEnterprise Electrical And Mechanical Co May 2012 - Jul 2012Detailed and organized accounts payable for outstanding and completed projects Logged inventories in excel spreadsheets and helped calculate total cost of inventory assets Scanned and organized all work order documents into a central database
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Tennis InstructorWashington Township Tennis Center May 2007 - Jul 2012
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Finance And Accounting InternPhi Delta Theta Fraternity Jan 2011 - Feb 2011Researched and worked with local suppliers to determine costs and life span of current house assets Created 100 year plan forecasting costs of house maintenance for the next century
David Moss Skills
David Moss Education Details
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Economics
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Economics; Mathematics
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Economics
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North Central High SchoolComputer Science, Environmental Science
Frequently Asked Questions about David Moss
What company does David Moss work for?
David Moss works for Tiaa
What is David Moss's role at the current company?
David Moss's current role is Dir., Relationship Manager.
What is David Moss's email address?
David Moss's email address is da****@****auw.edu
What is David Moss's direct phone number?
David Moss's direct phone number is +131752*****
What schools did David Moss attend?
David Moss attended Depauw University, Depauw University, Depauw University, North Central High School.
What skills is David Moss known for?
David Moss has skills like Economics, Microsoft Office, Research, Microsoft Excel, Powerpoint, Microsoft Word, Social Media, Social Networking, Facebook.
Who are David Moss's colleagues?
David Moss's colleagues are Carrie Finch, Abhijit Chavan, Karen Morenko-Asiain, Kristen Wright, Katherine Schneider, Nitin Patil, Rob Snyder.
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David Moss
Kirkland, Wa4rincon.com, peoplepowerco.com, peoplepowerco.com, peoplepowerco.com7 +152026XXXXX
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David Moss
Long Beach, Ca6cccis.com, gmail.com, sandhills.com, fcsamerica.com, fcsamerica.com, tcw.com1 +140247XXXXX
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David Moss
Fort Lauderdale, Fl5gmail.com, comcast.net, clearone.com, vcon.com, avaya.com4 +190820XXXXX
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David Moss
United States11gmail.com, gmail.com, gmail.com, cpaupsell.com, dmapermits.com, crowdrules.com, gmail.com, aol.com, transilientmedia.com, trueblock.io, strongblock.io4 +131091XXXXX
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