Jon Maximo, Mba
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Jon Maximo, Mba Email & Phone Number

Advisor Services Consultant at TIAA-CREF at TIAA
Location: Aurora, Colorado, United States 6 work roles 2 schools
1 work email found @tiaa.org LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email j****@tiaa.org
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Current company
TIAA
Role
Advisor Services Consultant at TIAA-CREF
Location
Aurora, Colorado, United States
Company size
11532 employees

Who is Jon Maximo, Mba? Overview

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Quick answer

Jon Maximo, Mba is listed as Advisor Services Consultant at TIAA-CREF at TIAA, a company with 11532 employees, based in Aurora, Colorado, United States. AeroLeads shows a work email signal at tiaa.org and a matched LinkedIn profile for Jon Maximo, Mba.

Jon Maximo, Mba previously worked as Advisor Services Consultant at Tiaa and Brokerage Operations Analyst at Tiaa-Cref. Jon Maximo, Mba holds Master, Business Administration, 3.91/4.0 Scale from Webster University.

Company email context

Email format at TIAA

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*@tiaa.org
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Profile bio

About Jon Maximo, Mba

Experienced Operations Analyst with a demonstrated history of working in the financial services industry. Skilled in Contact Centers, back office operations and Microsoft Excel. Strong business development professional with a Master focused in Business Administration from Webster University.

Listed skills include Finance, Microsoft Excel, Call Centers, Project Management, and 3 others.

Current workplace

Jon Maximo, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

TIAA
Tiaa
Advisor Services Consultant at TIAA-CREF
new york, new york, united states
Website
tiaa.org
Employees
11532
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Company profile
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6 roles

Jon Maximo, Mba work experience

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

Advisor Services Consultant

Current
Tiaa

Denver, Colorado, United States

May 2021 - Present

Brokerage Operations Analyst

Tiaa-Cref

Greater Denver Area

Oct 2014 - May 2021

Assoc Analyst-Brokerage Ops

Tiaa-Cref

Greater Denver Area

Jan 2013 - Oct 2014

Ta Processor - Oppenheimer Funds

Ultimate Staffing

Centennial Colorado

  • Process the income checks from customers and retirement plans to the appropriate accounts. Facilitate the processing of contributions into CP system to eliminate manual processing for specific large retirement plans..
  • Maintained over 99% accuracy rate for assignment
  • Posted at 140% of daily minimum requirements
Nov 2011 - Aug 2012

Senior Trust Processor

Lincoln Trust Company

Greater Denver Area

  • Processed the incoming funds into the appropriate client accounts. Was responsible for assigning work to other team members. Primary processor for returning funds to account from the result of voids, stop payments.
  • Assisted in reducing claims by 35% and negative cash items by 81% by increasing productivity and efficiency with improving overall quality or work.
  • In tenure, reduced undocumented cash receivable from over 1000 items to below 50 in customer’s accounts.
  • Promoted to Senior Trust Processor within 5 months of entering position.
May 2007 - Apr 2010

Trust Processor

Lincoln Trust Company

Greater Denver Area

  • Responsible for handling cash and asset distribution out of Traditional and Roth IRAs. Worked with asset sponsors to correctly re-register and/or liquidate assets when requested. Provided guidance to fellow co-workers.
  • Tested new processing system for functionality and inaccuracies before final implementation
  • Created spreadsheets to help streamline processing and assist fellow processors
  • Trained on three separate job functions within three months in of entering position
Mar 2005 - Mar 2007
Team & coworkers

Colleagues at TIAA

Other employees you can reach at tiaa.org. View company contacts for 11532 employees →

SL Steven Lewallen Steven Lewallen Colleague at Tiaa Denver Metropolitan Area, United States View → BH Barry Hansford - Mba Barry Hansford - Mba Colleague at Tiaa New York City Metropolitan Area, United States View → KD Kamalesh Dhage Kamalesh Dhage Colleague at Tiaa Pune, Maharashtra, India, India View → JB Julius Benford Julius Benford Colleague at Tiaa Charlotte, North Carolina, United States, United States View → GH G'Avonte Hayes G'Avonte Hayes Colleague at Tiaa Charlotte, North Carolina, United States, United States View → TR Troy Roth, Cfp® Troy Roth, Cfp® Colleague at Tiaa Camp Hill, Pennsylvania, United States, United States View → KM Karthik Mudaliar Karthik Mudaliar Colleague at Tiaa Pune, Maharashtra, India, India View → CH Carol Hofer Carol Hofer Colleague at Tiaa Jefferson County, Missouri, United States, United States View → RG Randy Gerber Randy Gerber Colleague at Tiaa Hazlet, New Jersey, United States, United States View → JH Julie Hanna Julie Hanna Colleague at Tiaa Parker, Colorado, United States, United States View →
2 education records

Jon Maximo, Mba education

Master, Business Administration, 3.91/4.0 Scale

Webster University

Activities and Societies: Delta Mu Delta - International Honor Society in Business

Bachelor Of Science, Finance

Metropolitan State College
FAQ

Frequently asked questions about Jon Maximo, Mba

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

What company does Jon Maximo, Mba work for?

Jon Maximo, Mba works for TIAA.

What is Jon Maximo, Mba's role at TIAA?

Jon Maximo, Mba is listed as Advisor Services Consultant at TIAA-CREF at TIAA.

What is Jon Maximo, Mba's email address?

AeroLeads has found 1 work email signal at @tiaa.org for Jon Maximo, Mba at TIAA.

Where is Jon Maximo, Mba based?

Jon Maximo, Mba is based in Aurora, Colorado, United States while working with TIAA.

What companies has Jon Maximo, Mba worked for?

Jon Maximo, Mba has worked for Tiaa, Tiaa-Cref, Ultimate Staffing, and Lincoln Trust Company.

Who are Jon Maximo, Mba's colleagues at TIAA?

Jon Maximo, Mba's colleagues at TIAA include Steven Lewallen, Barry Hansford - Mba, Kamalesh Dhage, Julius Benford, and G'Avonte Hayes.

How can I contact Jon Maximo, Mba?

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

What schools did Jon Maximo, Mba attend?

Jon Maximo, Mba holds Master, Business Administration, 3.91/4.0 Scale from Webster University.

What skills is Jon Maximo, Mba known for?

Jon Maximo, Mba is listed with skills including Finance, Microsoft Excel, Call Centers, Project Management, Call Center, Series 7, and Series 63.

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