Bill Wilkinson
Assistant Vice President, Retirement Investing Specialist (Dcio) @Nuveen, a TIAA company
Signup · Get unlimited contacts
WORK HISTORY
Assistant Vice President, Retirement Investing Specialist (Dcio) @Nuveen, a TIAA company
Charlotte, NC, US
EDUCATION
North Greenville University
Master of Business Administration - MBA, Business Administration and Management, General
Montreat College
Bachelor of Science - BS, Management
Central Piedmont Community College
Associate of Arts and Sciences - AAS, Business Administration and Management, General
ABOUT BILL WILKINSON
With over a decade of experience in the financial services industry, I am a Retirement Investing Specialist at Nuveen, a TIAA company, where I work with defined contribution investment only (DCIO) clients and prospects to provide solutions and insights for their retirement plan needs. I have the Series 66 and Series 7 credentials, as well as skills in financial consulting, operations, and management. Previously, I was Financial Consultant at TIAA, where I helped clients achieve their financial goals through personalized advice and planning. As a former paratrooper & combat infantryman, “AIRBORNE, ALL THE WAY, LET’S GO” and a recipient of numerous honors, I bring a strong work ethic, a collaborative mindset, and a passion for excellence to my role. My mission is to empower retirement plan advisors & record keeper partners with the knowledge, tools, & support they need to optimize retirement plan performance objectives. I am always eager to learn new skills, explore new opportunities, and contribute to the success of my team and organization.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.