David Rivero

David Rivero Email and Phone Number

Experience Product Management - Transition & Retire at TIAA @ TIAA
David Rivero's Location
Brooklyn, New York, United States, United States
David Rivero's Contact Details

David Rivero personal email

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About David Rivero

I'm passionate about using technology to help people improve their lives and financial wellbeing. Competencies include: -Developing strategies to engage customers, improve operational performance and drive business growth-Leading high performing teams focused on program management and execution-Leveraging data to analyze problems or opportunities I've worked in the wealth management, retirement, insurance and banking sectors and collaborated with global teams across the U.S., Europe, Latin America and Asia.

David Rivero's Current Company Details
TIAA

Tiaa

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Experience Product Management - Transition & Retire at TIAA
David Rivero Work Experience Details
  • Tiaa
    Experience Product Management - Transition & Retire
    Tiaa Apr 2023 - Present
    New York, Ny, Us
    Digital & Client Experience: Owner of TIAA's Transitioning-to-Retirement and In-Retirement Customer Journeys. Responsible for: -Orchestrating CX requirements & integration across all customer touch-points related to Transitioning & Retirement as well as Money Out transactions (withdrawals, loans and RMD) -Driving feature/capability roadmap development and enterprise prioritization -Ensuring integration of digital and non-digital experiences across the enterprise -Diagnosing friction in Transitioning & Retirement customer experiences & prioritizing ongoing enhancements
  • Tiaa
    Managing Director
    Tiaa Mar 2021 - Apr 2023
    New York, Ny, Us
  • Tiaa
    Senior Director, Retirement Income Strategies
    Tiaa Sep 2017 - Apr 2023
    New York, Ny, Us
    TIAA is a leading retirement provider focusing on institutions and individuals in the academic, medical, cultural, research and governmental communities. TIAA offers solutions that help provide lifetime financial security and well-being. -Responsible for executing a multi-year roadmap to develop an industry leading retirement income offer. -Lead a cross-functional team across Marketing, Technology, Operations, Distribution and Product to enhance the experience for individuals transitioning into retirement. -Ensure alignment across corporate initiatives that contribute to TIAA's retirement income leadership.
  • Sigfig
    Director, Partner Solutions
    Sigfig Jul 2016 - Sep 2017
    San Francisco, California, Us
    SigFig is dedicated to making high-quality investment advice more accessible and affordable to investors. Using a combination of design, data science and technology, SigFig empowers investors with the information and guidance they need to achieve their personal financial goals.Headquartered in San Francisco, SigFig is backed by top-tier venture capital firms, including Bain Capital Ventures, Union Square Ventures, DCM, and Nyca Partners, and leading financial institutions including Santander Innoventures, UBS, Eaton Vance and New York Life. Learn more at www.sigfig.com.
  • Ernst & Young
    Manager
    Ernst & Young Nov 2011 - Jul 2016
    London, Gb
    Led both client and internal teams responsible for delivering complex consulting projects while managing budgets, timelines and margins. Coached staff to develop their skills and careers and collaborated with teams to create thought leadership content that has been featured by industry publications.
  • Metlife
    Senior Business Consultant
    Metlife Oct 2007 - Nov 2011
    New York, Ny, Us
    Business Architecture consultant for U.S. Business. Program managed large, transformational programs that fell into the following two categories: -Reengineered organizational Operating Models and processes to better align with enterprise and channel strategy, increasing automation, rationalizing processes and reducing cost. -Centralized or sourced processes to third parties or different geographies to improve customer service and quality while minimizing cost.
  • Citi
    Analyst
    Citi Jun 2002 - Jun 2007
    New York, New York, Us
    Management Associate in a rotational program within Citigroup Operations & Technology. Rotational areas included Citigroup Corporate Reality, Global Payment Services and Latin America Financial Reporting.

David Rivero Skills

Os X Mac Os International Business Consulting Planning Channel Winter Fixed Annuities Insurance Expenses Windows Sales User Experience Data Entry Agile Methodologies Performance Metrics Finance Higher Education Interrogation Customer Research Savings Adoption Strategic Financial Planning Redesigning Glance Real Estate Co Authored Tampa Legal Developing Staff Perspectives Florida Data Conversion Voice Of The Customer Management Revenue Design Coaching Application Processing Internal Teams Digital Citigroup Friction Integration Metrics Inequality Transactional Keys Resolve Leadership Spanish Powerpoint Counting Process Automation Digital Strategy Ms Excel Transitional Valuation Financial Planning Portfolio Management Languages Forecasting System English Education Healthcare Offering Strategy Template Customer Outreach Management Consulting Consolidation Microsoft Office Coaching Staff Microsoft Excel Testing Real Property New Business Development Offshore Risk Management Readiness Policy Community Outreach Enterprise Software Operational Excellence Streamline Documentation Financial Education Project Management Streamlining Research Procure To Pay Reporting Stakeholders Call Centers Payment Services Captive Strategic Sourcing Analysis Offers Advertising Agency Property Management Global Operations Comparisons Gui Digital Innovation Channel Strategy Economics Cross Channel Management System Customer Interaction Moving Applications Financial Modeling Financial Risk Communication Brooklyn Business Analysis P2p Core Competencies Include Strategic Planning Recover Cost Savings Digital Imaging Operations Regulatory Requirements Independent Film Marketing Timelines Scalability Project Planning Project Business Process Improvement Golang Contractual Agreements Strategic Financial Exploring Latin America Data Migration Paper Performance Improvement Income Linkedin Simple Internal Audit User Interface Customer Experience Client Work Department Management Distribution Roadmap Banking Art Obtain Efficient Literacy Defined Contribution Pay Irs End To End Brazil Support Center New York Reviews Business Process Re Engineering Sourcing Investments Data Analytics Law Firms Process Improvement Patient Outcomes Visio Quality Delivery Software Financial Services Oracle Compliance Mac Underwriting Throughput Strengthening Billing Sustainability Microsoft Word Program Management India Business Process Internal Controls Financial Analysis Invoicing Trips Back Office Budgets Financial Transactions Business Strategy Staff Development Optimization Due Diligence Problem Solving Meetings Retirement Expense Management Office Operations Transform Keynote Employee Benefits Automation Geography

David Rivero Education Details

  • Rollins College
    Rollins College
    Economics

Frequently Asked Questions about David Rivero

What company does David Rivero work for?

David Rivero works for Tiaa

What is David Rivero's role at the current company?

David Rivero's current role is Experience Product Management - Transition & Retire at TIAA.

What is David Rivero's email address?

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What is David Rivero's direct phone number?

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What schools did David Rivero attend?

David Rivero attended Rollins College.

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David Rivero has skills like Os X, Mac Os, International Business, Consulting, Planning, Channel, Winter, Fixed Annuities, Insurance, Expenses, Windows, Sales.

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