Wealth Management Advisor
Current
Dec 2016 - Present
AeroLeads people directory · profile
Kathleen Gregory Email & Phone Number
Wealth Management Advisor at TIAA
at
TIAA
1 work email found
@tiaa.org
2 phones found area 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Management Advisor at TIAA
Location
Roseland, New Jersey, United States
Company size
Who is Kathleen Gregory? Overview
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Quick answer
Kathleen Gregory is listed as Wealth Management Advisor at TIAA at TIAA, a with 11532 employees, based in Roseland, New Jersey, United States. AeroLeads shows a work email signal at tiaa.org, phone signal with area code 212, and a matched LinkedIn profile for Kathleen Gregory.
Kathleen Gregory previously worked as Wealth Management Advisor at Tiaa and Director of Development and Patnerships at Trauma And Resiliency Resources, Inc.. Kathleen Gregory holds Ba Economics, Economics & International Studies from University College Cork.
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 Kathleen Gregory. Compare company email patterns before reaching out.
Profile bio
About Kathleen Gregory
For more than 100 years, TIAA has been dedicated to the needs of those who work in the academic, medical, cultural and research fields. I am proud to continue this tradition by serving those who serve others as a Wealth Management Advisor here at TIAA. Backed by an outstanding team, I work one-on-one with my clients to help build long term financial plans aligned to their needs, wants and wishes.CA Insurance #: 4056891/*********/Content posted here, including third parties’ sites, is for informational and educational purposes only and does not constitute a recommendation or investment advice. 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. Advisory services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor. TIAA advisors and consultants may only conduct business with residents of the states in which they are licensed and registered, and not all investments and services are available in every state.
Listed skills include Asset Allocation, Multigenerational Wealth Planning, Risk Management, Retirement Planning, and 19 others.
Current workplace
Kathleen Gregory's current company
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Tiaa
5 roles · 45 years
Kathleen Gregory work experience
A career timeline built from the work history available for this profile.
Director Of Development And Patnerships
Trauma And Resiliency Resources, Inc.
2015 - Dec 2016
Director
Director, Co-Head, Corporate/ Financial Institutions Marketing and Sales Team at Commerzbank AG (Greater New York City Area). 1997 - 2015. * Elevated the Corporate Risk Solutions team into a multi-product ALM platform * Won prestigious presentation role at the Lido Family Office and Wealth Management Conference * Developed Best Practice new client On-boarding program * As a Registered Swap Dealer, provided regulatory certainty to qualified Financial Institutions * Specialty product solutions… Show more Director, Co-Head, Corporate/ Financial Institutions Marketing and Sales Team at Commerzbank AG (Greater New York City Area). 1997 - 2015. * Elevated the Corporate Risk Solutions team into a multi-product ALM platform * Won prestigious presentation role at the Lido Family Office and Wealth Management Conference * Developed Best Practice new client On-boarding program * As a Registered Swap Dealer, provided regulatory certainty to qualified Financial Institutions * Specialty product solutions provided to Corporations and Financial Institutions as follows: * Foreign Exchange Cash & Options * Interest Rate and Cross Currency Swaps * Interest Rate Options * Commodity Swaps and Options * Structured Notes * Originated and managed the first Foreign Exchange Financial Institutions Sales Desk * Customized buy side Asset Management FX & Fixed Income Emerging Market Research Product Show less
1997 - 2015
~18 yrs
Treasurer
Promoted to Treasurer following outstanding balance sheet and currency risk management during the 1992-1993 Currency CrisisCorporate and Institutional Marketing and SalesForeign Exchange Trader and Treasury Cash Flow Manager
1986 - 1997
~11 yrs
1982 - 1986
~4 yrs
Team & coworkers
Colleagues at TIAA
Other employees you can reach at tiaa.org. View company contacts for 11532 employees →
CH
Craig Hurley
Colleague at TiaaGlenview, Illinois, United States
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JH
Jennifer Hingorani
Colleague at TiaaDallas-Fort Worth Metroplex, United States
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JB
Jeffery B.
Colleague at TiaaIxonia, Wisconsin, United States
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SK
Sachin Kumar Gurde
Colleague at TiaaPune, Maharashtra, India
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CN
Calvinorfleet Naylor
Colleague at TiaaNew York, United States
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LM
Lexi Maynard
Colleague at TiaaCharlotte, North Carolina, United States
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DD
Diane Davis
Colleague at TiaaGreater Boston, United States
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JB
Julius Benford
Colleague at TiaaCharlotte, North Carolina, United States
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TM
Terry Mcgovern
Colleague at TiaaWrentham, Massachusetts, United States
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DN
Drashtant Nanavati
Colleague at TiaaPune, Maharashtra, India
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Craig Hurley
Colleague at TiaaGlenview, Illinois, United States
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JH
Jennifer Hingorani
Colleague at TiaaDallas-Fort Worth Metroplex, United States
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JB
Jeffery B.
Colleague at TiaaIxonia, Wisconsin, United States
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SK
Sachin Kumar Gurde
Colleague at TiaaPune, Maharashtra, India
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CN
Calvinorfleet Naylor
Colleague at TiaaNew York, United States
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LM
Lexi Maynard
Colleague at TiaaCharlotte, North Carolina, United States
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DD
Diane Davis
Colleague at TiaaGreater Boston, United States
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JB
Julius Benford
Colleague at TiaaCharlotte, North Carolina, United States
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TM
Terry Mcgovern
Colleague at TiaaWrentham, Massachusetts, United States
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DN
Drashtant Nanavati
Colleague at TiaaPune, Maharashtra, India
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1 education record
Kathleen Gregory education
FAQ
Frequently asked questions about Kathleen Gregory
Quick answers generated from the profile data available on this page.
What company does Kathleen Gregory work for?
Kathleen Gregory works for TIAA.
What is Kathleen Gregory's role at TIAA?
Kathleen Gregory is listed as Wealth Management Advisor at TIAA at TIAA.
What is Kathleen Gregory's email address?
AeroLeads has found 1 work email signal at @tiaa.org for Kathleen Gregory at TIAA.
What is Kathleen Gregory's phone number?
AeroLeads has found 2 phone signal(s) with area code 212 for Kathleen Gregory at TIAA.
Where is Kathleen Gregory based?
Kathleen Gregory is based in Roseland, New Jersey, United States while working with TIAA.
What companies has Kathleen Gregory worked for?
Kathleen Gregory has worked for Tiaa, Trauma And Resiliency Resources, Inc., Commerzbank Ag, Bank Of Ireland, and Crédit Agricole.
Who are Kathleen Gregory's colleagues at TIAA?
Kathleen Gregory's colleagues at TIAA include Craig Hurley, Jennifer Hingorani, Jeffery B., Sachin Kumar Gurde, and Calvinorfleet Naylor.
How can I contact Kathleen Gregory?
You can use AeroLeads to view verified contact signals for Kathleen Gregory at TIAA, including work email, phone, and LinkedIn data when available.
What schools did Kathleen Gregory attend?
Kathleen Gregory holds Ba Economics, Economics & International Studies from University College Cork.
What skills is Kathleen Gregory known for?
Kathleen Gregory is listed with skills including Asset Allocation, Multigenerational Wealth Planning, Risk Management, Retirement Planning, Life Insurance, 401K Rollovers, Derivatives, and Capital Markets.
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