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Jonathan Snyder Email & Phone Number
Senior Controls Analyst and Recordkeeping Transformation
at
TIAA
1 work email found
@tiaa.org
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Controls Analyst and Recordkeeping Transformation
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
Who is Jonathan Snyder? Overview
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Quick answer
Jonathan Snyder is listed as Senior Controls Analyst and Recordkeeping Transformation at TIAA, a company with 13563 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at tiaa.org and a matched LinkedIn profile for Jonathan Snyder.
Jonathan Snyder previously worked as Senior Controls Analyst / Recordkeeping Transformation at Tiaa and Senior Complex Resolution Manager at Tiaa. Jonathan Snyder holds Bba, General Business from University Of North Texas.
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 Jonathan Snyder. Compare company email patterns before reaching out.
Profile bio
About Jonathan Snyder
Jonathan Snyder is a Senior Controls Analyst and Recordkeeping Transformation at TIAA. He possess expertise in individual taxation, corporate taxation, options strategies, iras, financial accounting and 9 more skills. He is proficient in English.
Listed skills include Individual Taxation, Corporate Taxation, Options Strategies, Iras, and 10 others.
Current workplace
Jonathan Snyder's current company
Company context helps verify the profile and gives searchers a useful next step.
Tiaa
7 roles
Jonathan Snyder work experience
A career timeline built from the work history available for this profile.
Senior Controls Analyst / Recordkeeping Transformation
Sep 2024 - Nov 2024
Senior Complex Resolution Manager
Apr 2022 - Sep 2024
Customer Resolution Manager
- Reviewed client complaints to determine validity, risk, and cause of the complaint.
- Audited consultant phone calls, documentation, and interaction records to ensure firm’s compliance to industry regulations and standards.
- Collaborated with back office teams including legal, payment operations, IT, and contract maintenance to correct and restore client account to proper status.
- Drafted written resolution correspondence to the clients.
- Documented all complaints and corrections for FINRA review.
- Generated error reports to track the source of the error and the affected budget.
May 2015 - Nov 2020
Senior Resource Officer
- Provided exceptional customer service while supporting front-line associates and managers in the service center, branch network and operations with escalated issues/calls ensuring issue resolution in a timely manner
- Prepared a wide variety of compliance-approved client correspondence to promote client satisfaction and gain referrals
- Effectively supervised resolution of issues related to fraud and compromised client accounts
- Mentored interns, new hires and new brokers through the internal training zone programs to ensure exceptional customer service and strict adherence to policies and procedures
Oct 2014 - May 2015
Restricted Stock Broker
- Utilized extensive securities knowledge to interpret and explain SEC forms and regulations while working with issuers’ legal counsel to ensure documentation was in good order before placing trades
- Efficiently explained complex rules and regulations to clients and internal associates concerning SEC Rule 144/904/701/145 and sell by prospectus
- Ensured that TD Ameritrade was in compliance with SEC and FINRA regulations for Restricted Stock Trading and deposits to alleviate corporate trading issues
- Effectively interacted daily with CEOs, CFOs and insiders for publicly traded companies as well as the attorneys who were writing their legal opinions
- Provided exceptional customer service while facilitating communications with clients on complex buy-back issues for securities under SEC rule 15c3-3
- Analyzed publications, reports, data; understanding the complexities and biases in the information
Jul 2013 - Oct 2014
Senior Client Services Associate
Jun 2007 - Jul 2013
Team & coworkers
Colleagues at TIAA
Other employees you can reach at tiaa.org. View company contacts for 13563 employees →
DH
Deb Harvey
Colleague at Tiaa
Boston, Massachusetts, United States, United States
View →
ED
Elizabeth Delatorre
Colleague at Tiaa
Rumson, New Jersey, United States, United States
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DA
Deeksha Azad
Colleague at Tiaa
Pune, Maharashtra, India, India
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SC
Sourabh Chopade
Colleague at Tiaa
Pune, Maharashtra, India, India
View →
JB
Joseph Byron
Colleague at Tiaa
Denver, Colorado, United States, United States
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NK
Nisha Kunjumon
Colleague at Tiaa
Charlotte, North Carolina, United States, United States
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JG
Julie Gallagher
Colleague at Tiaa
Belmont, North Carolina, United States, United States
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KH
Kenneth Hodgdon
Colleague at Tiaa
Aubrey, Texas, United States, United States
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RK
Rishu Kumar
Colleague at Tiaa
Pune, Maharashtra, India, India
View →
JP
Jeanetta P.
Colleague at Tiaa
United States, United States
View →
Deb Harvey
Colleague at Tiaa
Boston, Massachusetts, United States, United States
View →
ED
Elizabeth Delatorre
Colleague at Tiaa
Rumson, New Jersey, United States, United States
View →
DA
Deeksha Azad
Colleague at Tiaa
Pune, Maharashtra, India, India
View →
SC
Sourabh Chopade
Colleague at Tiaa
Pune, Maharashtra, India, India
View →
JB
Joseph Byron
Colleague at Tiaa
Denver, Colorado, United States, United States
View →
NK
Nisha Kunjumon
Colleague at Tiaa
Charlotte, North Carolina, United States, United States
View →
JG
Julie Gallagher
Colleague at Tiaa
Belmont, North Carolina, United States, United States
View →
KH
Kenneth Hodgdon
Colleague at Tiaa
Aubrey, Texas, United States, United States
View →
RK
Rishu Kumar
Colleague at Tiaa
Pune, Maharashtra, India, India
View →
JP
Jeanetta P.
Colleague at Tiaa
United States, United States
View →
2 education records
Jonathan Snyder education
Bba, General Business
Certificate In Financial Planning
FAQ
Frequently asked questions about Jonathan Snyder
Quick answers generated from the profile data available on this page.
What company does Jonathan Snyder work for?
Jonathan Snyder works for TIAA.
What is Jonathan Snyder's role at TIAA?
Jonathan Snyder is listed as Senior Controls Analyst and Recordkeeping Transformation at TIAA.
What is Jonathan Snyder's email address?
AeroLeads has found 1 work email signal at @tiaa.org for Jonathan Snyder at TIAA.
Where is Jonathan Snyder based?
Jonathan Snyder is based in Dallas-Fort Worth Metroplex, United States, United States while working with TIAA.
What companies has Jonathan Snyder worked for?
Jonathan Snyder has worked for Tiaa and Td Ameritrade.
Who are Jonathan Snyder's colleagues at TIAA?
Jonathan Snyder's colleagues at TIAA include Deb Harvey, Elizabeth Delatorre, Deeksha Azad, Sourabh Chopade, and Joseph Byron.
How can I contact Jonathan Snyder?
You can use AeroLeads to view verified contact signals for Jonathan Snyder at TIAA, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Snyder attend?
Jonathan Snyder holds Bba, General Business from University Of North Texas.
What skills is Jonathan Snyder known for?
Jonathan Snyder is listed with skills including Individual Taxation, Corporate Taxation, Options Strategies, Iras, Financial Accounting, Financial Statements, Series 7, and Series 63.
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