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Maria Luoni is listed as Investment Consultant/ Financial Planner @ TIAA | Wealth Management at TIAA, a company with 11532 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Maria Luoni.
Maria Luoni previously worked as Internal Investment Consultant - Wealth Management at Tiaa and Sr. Investment Analyst/Financial Planner at Tiaa. Maria Luoni holds Bachelor Of Business Administration (B.B.A.), Finance, General from James Madison University.
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Financial Services Consultant with 25+ years of experience in customer service, product training and sales. Proven record of accomplishment in financial planning, client relationships and business partner relationships within various Fortune 100 companies. Skills developed throughout career include critical thinking, quantitative and qualitative analysis, organized self-starter, problem solving, collaborative teamwork and strong writing and communication skills. Well-versed in financial planning and product knowledge and a demonstrated commitment in the desire to work with diverse individuals.Advanced skills in relationship management, sales management, product management, and portfolio analytics. Series 6, 7, 63 & 65.
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A career timeline built from the work history available for this profile.
Charlotte, North Carolina, United States
Territory responsibilities include incoming calls and questions from the advisory teams in the field regarding asset management, income creation, and financial planning.Engaged in proactive wholesaling activities (outbound calls, director team calls, regional meetings, strategy calls, one-on-one’s) for managed accounts and lifetime income.Focused on.
Charlotte, North Carolina
Generated and coached thousands of multiple advice & planning and analytical reports to over 500 Wealth Management advisors across the country to help advisors prepare for client meetings.Resulted in consolidation of over $60 Billion to managed accounts at TIAA.Engaged in lifetime income conversations with advisors to illustrate impact of annuity income.
Charlotte Area, North Carolina
Charlotte, North Carolina Area
Handled all types of fixed-income trades to high-net worth clients (treasuries, agencies, munis, corporates, mortgage-backed bonds) with access to 45,000 accounts with assets exceeding $6 billion in fixed-income.Developed and cultivated relationships with various security dealers to enhance level of service to external clients. Supported team goals by.
Charlotte, North Carolina Area
Worked with new and existing clients to identify investment objectives and match their profiles to available products and services. Responsible for cultivating leads and strengthening the relationship with clients through quality service. Contributed to branch's achievement of sales objectives.
Charlotte, North Carolina Area
Handled business development and other marketing activities for $40 million private investment management firm. Developed company brochure, client satisfaction survey, and managed company's website.
Charlotte, North Carolina Area
Provided securities and brokerage financial services to individual and corporate investors. Had average of 100 calls per day and exceeded daily gross production. Involved in various projects and meetings to increase overall production for department. Produced average gross revenue of approximately $1,000,000 annually.
Charlotte, North Carolina Area
Provided account reviews, product updates, and profiled existing customers of mentor broker's book. Had access to 4500 accounts with total assets exceeding $100 million. Made 35 outbound calls on average daily and had 8-10 appointments weekly. Participated in sales related meetings with manager and mentor broker. Developed and maintained branch referral.
Charlotte, North Carolina Area
Assisted top producing personal investment counselors with investment trades. Provided operational support to clients regarding their accounts. Helped organize investment seminars.
Springfield, Virginia
Responsible for meeting sales goals for bank products, loans, and investments. Actively prospected new and existing customers to achieve promotional and telemarketing goals. Worked with branch staff and management to increase overall branch performance.
Other employees you can reach at tiaa.org. View company contacts for 11532 employees →
Reece Fernandes
Colleague at Tiaa
India, India
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MH
Marcus Harris
Colleague at Tiaa
Charlotte, North Carolina, United States, United States
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AD
Amit Dhandre
Colleague at Tiaa
Pune, Maharashtra, India, India
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DH
Debra H.
Colleague at Tiaa
Charlotte, North Carolina, United States, United States
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VP
Vaishnavi Pakhare
Colleague at Tiaa
Pune, Maharashtra, India, India
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AP
Ashwin Prakash
Colleague at Tiaa
Mumbai, Maharashtra, India, India
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CH
Christopher Haigler
Colleague at Tiaa
Charlotte, North Carolina, United States, United States
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VM
Vernon Minor
Colleague at Tiaa
Concord, North Carolina, United States, United States
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MD
Michael Donofrio
Colleague at Tiaa
Scotch Plains, New Jersey, United States, United States
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MT
Merit Trueman
Colleague at Tiaa
Charlotte, North Carolina, United States, United States
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Quick answers generated from the profile data available on this page.
Maria Luoni works for TIAA.
Maria Luoni is listed as Investment Consultant/ Financial Planner @ TIAA | Wealth Management at TIAA.
Maria Luoni is based in Charlotte, North Carolina, United States while working with TIAA.
Maria Luoni has worked for Tiaa, Tiaa-Cref, Vanguard, Charles Schwab, and Buckhorn Capital Management.
Maria Luoni's colleagues at TIAA include Reece Fernandes, Marcus Harris, Amit Dhandre, Debra H., and Vaishnavi Pakhare.
You can use AeroLeads to view verified contact signals for Maria Luoni at TIAA, including work email, phone, and LinkedIn data when available.
Maria Luoni holds Bachelor Of Business Administration (B.B.A.), Finance, General from James Madison University.
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