Wealth Management Consultant
TIAA is a financial services organization,provider of financial services for the academic, research, medical, cultural and governmental industries.
Accomplished and results-oriented Financial Sales Consulting professional with a proven track record of providing retirement planning, strategic sales management, complex financial planning, investment, and advisory services to clients. Maintains an excellent knowledge and understanding of capital markets, asset growth and retention, operations management and skilled in successfully engaging clients helping to identify new opportunities.
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