People are at the core of what I do. Whether I’m assisting organizations, consultants, my own team members or retirees, every decision has to weigh the human impact.After serving 10 years as a retirement plan consultant, I know the value of having relationships where both parties can grow. My role at TIAA is twofold: to create and implement our firm strategy of being long-term partners to our consultants, and to support our broader organizational strategy of consistently adding value to our clients’ plans, and in turn, their participants’ futures.I can rely on my team to execute, allowing me to shape the big picture strategy by:● meeting with consultants and their colleagues regularly● analyzing results, and adjusting and honing strategic objectives● fostering team building and development, because internal relationships matter tooGrowing up on the water has given me a taste of what I’d like from my own eventual retirement. I love traveling to warm-weather destinations, and devote my free time to my twin daughters. I look forward to re-engaging with my retirement aspirations of spending time fishing, boating—anything outdoors and near the ocean. Specialties include: executive development | organizational strategy | team building | retirement plan analysis/*********/Content posted here, including third parties’ sites, is for informational and educational purposes only and does not constitute investment advice under ERISA, a securities recommendation or an investment strategy recommendation involving securities under all securities laws, or an insurance product recommendation under state insurance laws or regulations. Comments and “likes” may not be representative of investor or client experiences, or success. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributes securities products. This information is limited solely to U.S. residents.
Listed skills include Leadership, Management, Erisa, Relationship Management, and 12 others.
