Bill Tullio
Dynamic Business Leader in Wealth Management & Consumer Banking | Driving Strategies for Growth & Scalability | Enabling High Performing Sales Teams | Optimizing Client Service Delivery
- Role
- Senior Director, Wealth Sales & Solutions Coaching Regional Manager at TIAA
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Bill Tullio
As a strategic business leader with 18 years in financial industries, I am passionate…
Experience
Senior Director, Wealth Sales & Solutions Coaching Regional Manager
Jun 2024 — Present · Philadelphia, PA, US
Senior Director and leader of a team of client facing Wealth Management coaches in the East and South covering 19 states. Providing insights and guidance to wealth advisors in order to provide better outcomes for the organization and clients through planning and sound advice.
Education
Widener University
Bachelor’s Degree, Hospitality Administration/Management
Penn State University
Graduate Degree, Master of Business Administration (MBA)
Skills
- Microsoft Office
- Sales
- Hospitality Management
- Customer Service
- Financial Services
- Investments
- Retail Banking
- Strategic Partnerships
- Strategic Planning
- Customer Engagement
- Banking
- Employee Engagement
- Management
- Mortgage Lending
- Accounting
- Revenue & Profit Growth
- Finance
- Community Outreach
- Customer Experience
- Loans
- Training
- Presentation Skills
- Credit
- Communication
- Leadership
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