Eva Lee
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Eva Lee Email & Phone Number

Managing Director at TIAA at TIAA
Location: Charlotte, North Carolina, United States 4 work roles 1 school
1 work email found @tiaa.org LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email e****@tiaa.org
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Current company
Role
Managing Director at TIAA
Location
Charlotte, North Carolina, United States
Company size

Who is Eva Lee? Overview

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Quick answer

Eva Lee is listed as Managing Director at TIAA at TIAA, a company with 11532 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at tiaa.org and a matched LinkedIn profile for Eva Lee.

Eva Lee previously worked as Senior Director at Tiaa and Consultant Relations Director at Tiaa. Eva Lee holds Bachelor Of Science - Bs, Finance, General from The College Of New Rochelle.

Company email context

Email format at TIAA

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{first_initial}{last}@tiaa.org
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AeroLeads found 1 current-domain work email signal for Eva Lee. Compare company email patterns before reaching out.

Profile bio

About Eva Lee

TIAA has a great history. I should know—I’ve spent my entire career with this company after first starting as an intern. It’s always been personal for me: My mom retired from the organization after more than 40 years.I truly enjoy this work, meeting with our clients and listening closely so I can understand how we can help them meet their members' retirement goals. TIAA has a storied past in the industry, but we’re still on the cutting edge when it comes to retirement solutions.That’s what makes the Multiple Employer Plan (MEP) so special. I couldn’t be prouder to lead the way in leveraging our collective strength and know-how with this innovative new way to serve.I guide these partnerships from the ground up by:● engaging with associations on the MEP strategy that best suits their situation● collaborating with legal and legislative teams to work out the unique details for every organization● working with our implementation team to deliver the highest quality productCollaboration is at the heart of finding the best solutions for clients. Our work with MEPs is groundbreaking, and I’m thrilled to be at the front of that strategy.I value my own history, as well, and I devote a lot of my free time to making sure it isn’t forgotten. I love connecting with my family to learn about my family culture and keep that going for the next generation. I want to hold onto that legacy.Specialties include: innovation | cross-functional team leadership | retirement planning/*********/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.

Current workplace

Eva Lee's current company

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TIAA
Tiaa
Managing Director at TIAA
new york, new york, united states
Website
Employees
11532
AeroLeads page
4 roles

Eva Lee work experience

A career timeline built from the work history available for this profile.

Senior Director

Current

North Carolina, United States

  • Lead organization’s Multiple Employer Plan (MEP) offer, helping clients in the nonprofit, education, government and healthcare market segments define their MEP strategy and narrative. Oversee and direct all activities.
  • focusing on key institutional client relationships
  • developing and strengthening relationships with consulting and advisory firms
  • serving as a front-line product expert for the TIAA community Show less
Jan 2016 - Present

Consultant Relations Director

North Carolina, United States

  • Oversaw team of dedicated professionals offering tactical and strategic support for plan sponsors in the small- and mid-market segment. Continued to develop relationships and new business as Relationship Manager at.
  • designed and built… Show more Oversaw team of dedicated professionals offering tactical and strategic support for plan sponsors in the small- and mid-market segment. Continued to develop relationships and new business.
  • designed and built TIAA’s 3(38) small market fiduciary, directing the creation of a business case for the offer, securing corporate governance, developing product offer and completing with system integration
  • trained and developed sales and implementation, and managed ongoing relationships with the investment firm
  • developed non-discriminating testing offer, assisting in vendor selection, building product offer, completing system integration, delivering training and development for the sale and implementation, and managing.
Nov 2011 - Dec 2015

Senior Relationship Manager

North Carolina, United States

  • Developed business and nurtured existing plan sponsors by providing strategic and tactical support toclients along the East Coast. Managed senior-level and key relationships at client institutions.Coordinated all.
  • creating and executing strategic plans to grow business and achieve… Show more Developed business and nurtured existing plan sponsors by providing strategic and tactical support toclients along the East Coast. Managed.
  • creating and executing strategic plans to grow business and achieve client-focused goalsincluding increased participation and premium in-flows
  • planning, executing, managing and delivering high-profile initiatives through workflowimprovement, policy changes and new plan implementations
  • achieving top performer rating five consecutive years Show less
Jun 2007 - Dec 2012

Senior Individual Consultant

North Carolina, United States

  • Guided and supported clients dealing with pre- and post-retirement financial needs in the pension sector, providing in-depth product knowledge in an environment with constant market fluctuations. Acted as support for.
  • serving as resource for product… Show more Guided and supported clients dealing with pre- and post-retirement financial needs in the pension sector, providing in-depth product knowledge in an environment with constant.
  • serving as resource for product knowledge and assisting in creation of procedural job aides
  • hosting coaching sessions for consultants on topics ranging from government regulations to standard operating procedures
  • contributing to pilot programs and discussions to enhance working experience and increase productivity
  • developing, delivering and organizing refresher courses for seasoned counselors Show less
Dec 2002 - Jun 2007
Team & coworkers

Colleagues at TIAA

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1 education record

Eva Lee education

FAQ

Frequently asked questions about Eva Lee

Quick answers generated from the profile data available on this page.

What company does Eva Lee work for?

Eva Lee works for TIAA.

What is Eva Lee's role at TIAA?

Eva Lee is listed as Managing Director at TIAA at TIAA.

What is Eva Lee's email address?

AeroLeads has found 1 work email signal at @tiaa.org for Eva Lee at TIAA.

Where is Eva Lee based?

Eva Lee is based in Charlotte, North Carolina, United States while working with TIAA.

What companies has Eva Lee worked for?

Eva Lee has worked for Tiaa.

Who are Eva Lee's colleagues at TIAA?

Eva Lee's colleagues at TIAA include Clark Calvin, Pritam Kumar, Abhilash Sahu, Brian Mcginley, and Farah Khalfan.

How can I contact Eva Lee?

You can use AeroLeads to view verified contact signals for Eva Lee at TIAA, including work email, phone, and LinkedIn data when available.

What schools did Eva Lee attend?

Eva Lee holds Bachelor Of Science - Bs, Finance, General from The College Of New Rochelle.

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