Consulted with financial advisors (Private Wealth-Wires, IBD, RIAs) on various financial products (municipals, private real estate, private capital, farmland, taxable fixed income) to increase investment in key products.Delivered unparalleled customer service and support to 2,824 advisors by being accessible, knowledgeable, flexible, and dependable.Conducted daily outreach to financial advisors regarding product education and opportunities.Continuously researched and studied financial advisor teams, their business models, and goals.Prospected for new financial advisors and RIAs weekly.Worked in a team environment emphasizing communication, organization, and documentation to drivesuccess.Developed annual business plan to identify goals, responsibilities, and targets for the next year.Sales team ranked in the top ten team for sales, top five for private real estate sales, and recognized foroutstanding teamwork.

Business partner to WMA (wealth management advisor) teams to facilitate the rollover process from external carriers to TIAA. Worked directly with the WMA and or participant (their client) as directed to consolidate the funds to TIAA. The goal is to make the process of rolling over funds as easy as possible, fast, and painless for the participant, and in turn assisting the WMA team with reaching their goals efficiently.· Partner with the Advisory teams and back office in opening and funding new accounts. Providing white glove service to make the transfer of funds as simple as possible.· Coaching WMA teams on method of transfer: ACAT vs Non ACAT (can be dictated based on plan). The direction each takes and how it moves internally.· I have strong working knowledge of Front, Middle, and Back office processes with enrollment and transfers.· Identified need for Continuous improvement for WMA and their team: lead training or refreshers on the flow of the enrollment and RST (rollover specialist team) process: Opportunity, Suitability, product submission, and submitting template to teams and individually in the west region.· Use change management techniques to coach advisors on current, and new processes which helped reduce cycle time (online enrollment/e-sign) and NIGOs (statements, suitability, enrollments).· Continuously train and refresh those in RST/MMS (rollover specialist and money movement specialist) on the flow of transfer forms for the IRA model via the funding application: click process, options, and the outcomes.· Facilitate building strong relationships between RST, WMA teams, Brokerage operations, Team Support Specialist (TSS): inviting to meetings/huddles, attending their meetings, offer “open door” policy as point of contact for any questions. Promoted “going to the source”.· Coaching, and mentoring new hires and existing RST representatives

• Marketed and sold financial and insurance products to existing and potential customers.• Developed customer-specific marketing campaigns for the sale of life insurance and mortgages.• Coached sales team members on conversational and listening skills to pivot customer interactions to life insurance and financial product sales. • Mentored sales team members on customer dispute resolution and identification of individual strengths to increase sales. • Created a plan for regulatory licensing of sales team members.

• Routinely consulted with individual investor clients regarding retirement needs, investment options, and to identify additional assets for investment with TIAA.• Used Customer Relation Management (CRM) software to create and track transactions, client contacts, interactions, and appointments.• Successfully resolved client concerns regarding financial and administrative matters. • Interviewed job applicants and evaluated employee performance.• Trained, coached, and mentored new hires and new and existing team members.• Supported wealth management team with sales, asset pipeline management, and customer service. • Served as an elite plan expert providing “white glove” service to TIAA employees and elite plan administrators and participants.• Participated in various special corporate projects including: Robot Advisor, National Disaster, Problem Solving, and Onboarding for New Hires.• Served on the Employee Engagement Committee to increase employee morale and engagement. Provide high quality retirement and financial counseling services in an inbound and outbound call center environment. Expert on plan rules, client options, enrollment, uncovering needs and consolidating, for over 15,000 employer plans and individual plans.

Worked with the clients from the premier institutions (high value, high care, elite)

Specific to enrolling clients into new employer plans, and expanding the conversation to find out about their outside assets and transitioning into consolidation of those outside assets.

• Sold auto and homeowners insurance.• Met with individuals and families to discuss needs and educate them on insurance options. • Developed and implemented insurance sales strategy.• Generated and grew my new business through networking, leads, seminars, and marketing.