Pat Rowan Email & Phone Number

Albany, NY, US

United States

United States

• Led product management and development teams for TIAA’s largest, institutional product, TIAA Traditional and TIAA’s largest individual product, the TIAA IRA and several other products, totaling over $285 billion or.
• Reinvigorated TIAA’s flagship product, with approximately 2 million participants, through innovative learning and associate coaching programs, refreshed Marketing and delivered new tools that demonstrate the product’s.
• Delivered a multi-year strategy for the TIAA IRA to improve sales and the customer experience.
• Drove a 15% year over year increase in sales for immediate annuities, after a decade of declining sales. Dramatically improved the customer experience with a new retirement transition experience, including a.
• Successfully initiated and managed a strategic effort to move TIAA to a state-of-the-art recordkeeping immediate annuity platform, enabling new product innovation and reducing risk.
• Represented TIAA in media inquiries and interviews, including Barron’s, The Motley Fool, Market Watch and Plan Advisor, to advance retirement savings and lifetime income, while promoting TIAA’s unique and.

• Managing Director, Retirement Income StrategiesInitiated and managed TIAA’s Retirement Income Strategies that brings together a compelling offer that includes products, positioning, tools and a customer experience to.
• Formed and facilitated a cross functional team of over 40 colleagues to advance lifetime income through a holistic offer that had previously been a fragmented experience.
• Delivered a new lifetime income experience “Preparing for Retirement”, which received a 1st place Eddy Award by Pensions & Investments for the category of “Retirement Preparation”.
• Brought TIAA’s first new lifetime income option in over a decade – Income Test Drive – to market, resulting in improved election of variable annuity income.

• Served as the business execution lead and the annuity/contract product subject matter expert on a strategic program that significantly reduced TIAA’s risk in a prolonged low interest rate environment.
• Effectively brought together diverse corporate resources to develop a solution that protected the organization, while ensuring fairness to customers.
• Ensured excellence in the thousands of business requirements and provided oversight to proposed operations and technology solutions.
• Successfully transitioned over 350,000 existing customers to a new product, with minimal disruption, demonstrated by few customer complaints and no regulatory issues.

• Supported Executive Vice President/Chief Marketing Officer as chief of staff.
• Coordinated the Marketing Leadership Team resulting in improved team integration in both day-to- day operations and strategic initiatives.
• Improved culture through the formation of a Culture Action Team of 20+ associates to ensure employees had greater input in the organization and its operations.
• Served as interim leader of the Asset Management Marketing team, resulting in the improved delivery of essential materials.

• Managed TIAA’s flagship product, TIAA Traditional, as well as the TIAA and CREF insurance contracts.
• Effectively led strategic initiatives, including the introduction of a new version of TIAA Traditional. Also implemented contractual provisions to limit market timing within the Real Estate Account.
• Presented to key institutional clients and consultants, demonstrating the value of TIAA Traditional resulting in retention or new sales.
• Improved associate knowledge of products and contracts through education and marketing efforts.
• Delivered retirement income planning tools, helping customers plan for a successful retirement

Defined and implemented the business and relationship management with large segment clients. Served as the corporate project lead to evaluate new business growth related to post-retirement health care benefits.

Senior member of a team developing and implementing one of the nation's first and largest in-state Section 529 plans.

Responsible for the development, implementation and oversight of University-wide human resources programs. Led the team that provided support and expertise to HR professionals at the University's sixty-four campuses. Project leader in the development and implementation of the University's human resources information system.

Bachelor Of Arts - Ba, Political Science And Government, Summa Cum Laude - Receipt Of The Niagara Medal For Academic Achievement

Activities and Societies: Executive Committee Student Government Orientation Leader

Master Of Public Administration - Mpa, Human Resources Management And Services