Thomas Dicristofaro Email & Phone Number

Charlotte, North Carolina, United States

- Deliver strategic and thought leadership for Sales and Service teams working with Wealth Management Advisors and Clients.- Lead large scale teams thru strong people management of 10-12 direct Sr. Managers and ~200 Individual Client Relationship Consultants in over 20+ locations. (primarily in New York metro area and Charlotte, NC)- Partner with three of six regional sales territories - consistently meeting or exceeding annual new sales goals - collectively in excess of $6 billion annually.- Recruit, hire and lead training efforts for team members - along with developing a sustainable career path for individuals.- Consistently exceeding client distinctiveness feedback goals - with 90% of responses rating interaction as exceptional.- Coach and train team on proper educational value proposition when interacting with clients - leading with Clients best interests first.- Update teams on developments within financial services industry - along with delivering business presentations to Sr. Leaders and team within the organization.- Responsible for managing regulatory risk within business and ensuring proper controls are in place to support clients and teams.- Work with clients to help develop and achieve financial wellness through comprehensive financial planning process.- Ensure right oversight within regions through travel to local markets to observe and engage with full advisory team.

- Client Project Lead to support TIAA Secure Web Site initiatives within organization.- Individual Business Owner for Client Services impacting web channel and client delivery.- Lead Product Owner within Pension Transformation to help streamline transactions and improve ease of doing business with organization.- Key stakeholder for Client Services working with Digital Strategy and IT partners to ensure consistency of experience with multi-channel integration.- Responsible to approve all Business and Functional Requirement documents impacting web channel. Focus on creative problem solving and continuous improvement within working groups.

- Focused on high-end wealth management clientele within organization to retain and increase cross selling opportunities as well as client relationship management. - Oversight for WM Contact Center in three primary locations for the firm (Charlotte, Denver and Dallas). Responsible for direct Managers and staff of Consultants in all locations.- Oversight to ensure proper hiring based on needs, human resource oversight and talent development of staff with expanded training, career development and succession planning.- Executed strategic direction and vision for the unit to competitively meet customer needs and achieve product and service goals.- Ability to deliver a distinctive experience through targeted training and coaching for management and staff.- Built and executed coaching and monitoring programs to improve counseling and servicing quality effectiveness and efficiency.- Effectively managed unit's budget and expenses within goal on a consistent basis.

- Manager and Direct line sales coach for a team of Wealth Management Advisors. Responsible for providing guidance to team members on areas of client relationship management, retaining existing clients and growing share of relationship. - Key areas of focus include retirement distribution planning, investments, insurance, gifting and overall estate planning needs.- Coordinate Advisor goals to ensure highest level of success is attained. Responsible to meet with both internal and external clientele to present overall wealth management mission and enhanced level of offerings available.

- Lead a team of 14 Individual Consultants within Contact Center to ensure the highest quality of service is provided to current and prospective clients.- Primary sales force within the organization, ensuring that Consultants are capitalizing on all cross-selling and retention opportunities. - Provided coaching and on-going feedback to team members through call evaluations, weekly performance reports and semi-annual evaluations.- Resolve escalated client issues and complex inquiries.- Project Management for national sales & retention team along with routines related to Performance Management oversight.

Greater New York City Area

- Leading team of 14-16 Individual Consultants within Client Counseling Services area.- Coach teams on client meetings / provided support for resolving retirement planning needs- Support working with priority and larger institutional client needs -- particularly focused on complex planning illustrations and required minimum distribution support.

- Provided broad individual financial consulting related to TIAA products and services primarily by telephone, to all clients and potential customers. - Includes guidance on overall retirement options and asset allocation within their accounts.

Greater New York City Area

- Processed all new and renewal business being evaluated by the company.- Works with Underwriters on risk evaluations - performing background financial investigations on potential clientele, along with on-site inspections.

Greater New York City Area

- Sold life and health insurance, annuities, and mutual funds to businesses as well as individual clients.- Prospected and generated new business for own client base through group presentations, individual visits, and outbound calls.

Bachelor Of Science Degree, Business Administration/Finance

Master Of Business Administration (M.B.A.), Finance And Financial Management Services

Master Of Business Administration - Mba