David Charles Wilkins Email & Phone Number

Greater Denver Area

Greater Denver Area

Greater Denver Area

During my 17+ years with TIAA, I had the opportunity to work in a wide range of business areas gaining a broad knowledge across the organization. Details found with additional entries here.

Greater Denver Area

Data mined various internal data sources to identify global gaps in product, process, or training. Vetted these issues to decline, place on future roadmap, or send for discovery. Assigned projects to take through all established resolution steps. o Established standard operational procedures for this newly created team.o Engaged key business partners to ensure correct problem resolution from an end-to-end perspective.o Prepared progress reports for management and key business partners.

Greater Denver Area

Engaged 23 of our top 100 clients integrated teams to ensure One Team / One Voice behavior. Facilitated and coached integrated team leaders on best practices and acted as agent of change for the team. Developed skills to that team could become self-sustaining without the coaches engagement. o Established standard operational procedures for this newly created team.o Improved overall scorecard numbers by 16%.o Turned unhappy clients into reference-able clients.

Greater Denver Area

Tracked 400+ annual business and IT change releases to ensure business readiness and user adoption. Oversaw the following readiness activities: resource engagement allocation, testing, user adoption, SOP documentation, and communications for internal operational units. Responsible for change portfolio data accuracy and upkeep. o Established standard operational procedures for this newly created team.o Designed, developed, tested, and deployed the portfolio tracking tool.o Reported business readiness and heat map data for management decisions.

Greater Denver Area

Ensured user adoption and training based on specific business needs. Put the client first by using performance consulting, formal training, workshops, one-on-one, lunch and learns, and communication methods based on requirements. Designed and delivered “information exchanges” on hot topics to ensure consistency among the teamo Established standard operational procedures for this newly created team.o Conducted dozens of “information exchanges” to 300+ attendees quarterly.o Quickly delivered training based on clients current need.

Greater Denver Area

Acted as single point of contact for all incoming institutional administrator service, education, and counseling needs. Ensured resolution of any identified gaps. Ensured compliance with applicable retirement legal requirementso Obtained retirement plan design knowledge.o Complied with ERISA regulations as applicable. o Converted 200+ retirement plans from legacy to new recordkeeping platform.

Greater Denver Area

Acted as single point of contact for all incoming individual service, education, and counseling needs. Ensured maximization of retirement plan by its participants. Responsible for Asset Growth | Asset Retention based on what’s best for the client. o Acquired complete end-to-end knowledge of all company products and services for holistic engagement.o Complied with all state and federal suitability requirements.o Maintained all required state and federal licensing.

Bachelor'S Degree, Accounting

Associate Of Arts And Sciences (Aas), Business Administration And Management, General

Finra Series, 7 & 63

Activities and Societies: Currently Unsponsored