Christopher Morrissey
Financial Services Consultant
- Role
- Financial Services Consultant at TIAA
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Christopher Morrissey
Top performer who enjoys working in a high growth, creative, and stimulating environment.
Experience
Financial Services Consultant
Oct 2019 — Present · Dallas-Fort Worth, TX, US
Perform exceptional client service by delivering accurate information while executing transactions and service requests• Provided financial guidance to our participants to help retain and increase assets • Collaborated across the organization to drive process improvements• Aid clients enrolling into plans by educating them about their employer plan using proprietary systems• Educate applicants about retirement planning and financial resources provided by TIAA and its affiliates by asking probing questions and leveraging planning tools while maintaining a high level of accuracy
Education
Dallas College
Associate of Science - AS, Business/Commerce, General
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