Nate Ebbs
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Nate Ebbs Email & Phone Number

Transition Manager at TIAA
Location: Denver, Colorado, United States 3 work roles 2 schools
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Current company
TIAA
Role
Transition Manager
Location
Denver, Colorado, United States
Company size
11532 employees

Who is Nate Ebbs? Overview

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Nate Ebbs is listed as Transition Manager at TIAA, a company with 11532 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Nate Ebbs.

Nate Ebbs previously worked as Individual Inbound Consultant at Tiaa and Service Representative at Tiaa. Nate Ebbs holds Master Of Business Administration (Mba) from Regis University.

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Email format at TIAA

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TIAA

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Profile bio

About Nate Ebbs

Experienced Transition Manager with a demonstrated history of working in the financial services industry. Skilled in Securities, Retirement Planning, Estate Planning, Management, and Mutual Funds. Strong information technology professional with a Master of Business Administration (MBA) focused in Accounting and Finance from Regis University.

Current workplace

Nate Ebbs's current company

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TIAA
Tiaa
Transition Manager
new york, new york, united states
Website
tiaa.org
Employees
11532
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3 roles

Nate Ebbs work experience

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Transition Manager

Current
Tiaa

Denver

  • Responsible to lead project teams that implement retirement plan services for existing institutional clients and onboard new clients and currently hold series 6, series 63 FINRA licenses and Colorado state life and.
  • Analyze the implementation service request and determine client readiness and project team resources.
  • Lead internal and external project meetings to discuss the implementation requirements and project timeline.
  • Encourage and manage project… Show more Responsible to lead project teams that implement retirement plan services for existing institutional clients and onboard new clients and currently hold series 6, series 63 FINRA.
  • Encourage and manage project members across business areas to ensure the team remains focused on the project deliverables and scope.
  • Provide project status updates to the institutional client, such as project progress, identified issues/risks, or possible delays.
May 2013 - Present

Individual Inbound Consultant

Tiaa

Greater Denver Area

Currently hold series 6, series 63 FINRA licenses and Colorado state life and health insurance license (registered in all 50 states)Registered consultant to clients in all regards to the aspects of their individual retirement accountsYearly sales goal of $1.8 millionPrimarily developed client relationships at a service level that exceeds that of any.

Jun 2010 - May 2013

Service Representative

Tiaa

Greater Denver Area

Responsible for training and development of new associates Ensure high quality service to internal and external clients institutional clientsMaintains superior quality rating for all tasks processedPossess ability to quickly and efficiently learn and use multiple software programs: Proficient in Microsoft Office, OMNI Plus, EXP AG, Kronos, Seibel, ect..

Jul 2007 - Jun 2010
Team & coworkers

Colleagues at TIAA

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

DM Dillard Mccoy Dillard Mccoy Colleague at Tiaa Charlotte, North Carolina, United States, United States View → J( John (Eric) Poe John (Eric) Poe Colleague at Tiaa Charlotte, North Carolina, United States, United States View → MF Michael Fitzgerald Michael Fitzgerald Colleague at Tiaa Guilford, Connecticut, United States, United States View → IW Isaiah Washington Isaiah Washington Colleague at Tiaa Charlotte, North Carolina, United States, United States View → KS Kelly Santos Kelly Santos Colleague at Tiaa Concord, North Carolina, United States, United States View → AJ Antoinette Jones Antoinette Jones Colleague at Tiaa Hurst, Texas, United States, United States View → ML Martis Lopez Martis Lopez Colleague at Tiaa Bogota, D.C., Capital District, Colombia, Colombia View → MR Michelle Reynolds Michelle Reynolds Colleague at Tiaa Charlotte, North Carolina, United States, United States View → DN Dharni Negandhi Dharni Negandhi Colleague at Tiaa Mumbai, Maharashtra, India, India View → CN Charles Noret Charles Noret Colleague at Tiaa Boston, Massachusetts, United States, United States View →
2 education records

Nate Ebbs education

Master Of Business Administration (Mba)

Regis University
FAQ

Frequently asked questions about Nate Ebbs

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

What company does Nate Ebbs work for?

Nate Ebbs works for TIAA.

What is Nate Ebbs's role at TIAA?

Nate Ebbs is listed as Transition Manager at TIAA.

Where is Nate Ebbs based?

Nate Ebbs is based in Denver, Colorado, United States while working with TIAA.

What companies has Nate Ebbs worked for?

Nate Ebbs has worked for Tiaa.

Who are Nate Ebbs's colleagues at TIAA?

Nate Ebbs's colleagues at TIAA include Dillard Mccoy, John (Eric) Poe, Michael Fitzgerald, Isaiah Washington, and Kelly Santos.

How can I contact Nate Ebbs?

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

What schools did Nate Ebbs attend?

Nate Ebbs holds Master Of Business Administration (Mba) from Regis University.

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