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Nicholas Mattera is listed as Retired Sr. Director - Institutional Retirement at TIAA based in Exton, Pennsylvania, United States. AeroLeads shows a work email signal at tiaa.org and a matched LinkedIn profile for Nicholas Mattera.
Nicholas Mattera previously worked as Sr. Director - Institutional Retirement at Tiaa and Sr. Director, Institutional Business at Tiaa. Nicholas Mattera holds Bachelor Of Arts, History from Villanova University.
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Senior relationship manager accountable for driving growth and client satisfaction with institutional retirement plan clients in a highly competitive market. Trusted, collaborative partner creating mutually beneficial outcomes for the integrated team and cross-functional business units. Collegial, analytical, and adept at solving complex challenges.Distinctive Skills: client strategic planning, client satisfaction, revenue growth, consultative expertise, retirement plan design, plan documents, fiduciary requirements, investments, portfolio theory, fund menu construction, employee communications, plan administration, Six Sigma continuous improvement, process efficiency, project inventory, leading complex efforts, business partner collaboration, cross-functional perspective in achieving goals.
Listed skills include Financial Services, Retirement, Pensions, Business Development, and 18 others.
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Philadelphia, Pennsylvania
Recruited to drive growth and client satisfaction with institutional retirement plan clients in the Mid-Atlantic region. Leverage a deep cross-functional understanding of the firm to collaborate with key business partners and achieve mutually beneficial results. Lead complex projects and, as Six Sigma Green Belt, drive process efficiency in the business.
Philadelphia, Pennsylvania
Recruited to develop and execute plan to validate retirement plan information for top 1,000 clients on system of record. Leveraged experience in relationship management, familiarity with field, and knowledge of cross-functional units to lead the national effort and communicate effectively. Developed go-forward process for plan document management..
Ann Arbor, Michigan
Promoted to regional manager of multi-state territories in Midwest and East, serving institutional retirement plan clients ranging in size from $40 million to $12 billion. Deployed relationship managers and financial consultants to support institutional clients. Collaborated with internal business partners to execute client strategic plans.> Managed.
Philadelphia, Pennsylvania
Recruited as relationship manager for institutional clients in Pennsylvania, West Virginia, and Delaware.> Drove growth with $12 million in new assets
Activities and Societies: President - MBA SocietyEmphasis on Portfolio Theory, Monte Carlo Simulation, and Capital Budgeting
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Nicholas Mattera is listed as Retired Sr. Director - Institutional Retirement at TIAA.
AeroLeads has found 2 work email signals at @tiaa.org for Nicholas Mattera.
Nicholas Mattera is based in Exton, Pennsylvania, United States.
Nicholas Mattera has worked for Tiaa.
You can use AeroLeads to view verified contact signals for Nicholas Mattera, including work email, phone, and LinkedIn data when available.
Nicholas Mattera holds Bachelor Of Arts, History from Villanova University.
Nicholas Mattera is listed with skills including Financial Services, Retirement, Pensions, Business Development, Retirement Planning, Customer Retention, Mutual Funds, and Process Improvement.
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