Christopher Morrissey

Financial Services Consultant

Role
Financial Services Consultant at TIAA
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Christopher Morrissey

Top performer who enjoys working in a high growth, creative, and stimulating environment.

Experience

  1. Financial Services Consultant

    TIAA

    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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Christopher Morrissey — Financial Services Consultant at TIAA in Dallas, TX, US | Unifers