Darlene Green
Inst Investment Analyst @TIAA
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WORK HISTORY
Inst Investment Analyst @TIAA
Charlotte, NC, US
System management, operations management, project management and analysis/reporting, including automation, creation, implementation, and publication of quarterly investment services templates and customized analytical client investment presentations using Seismic, Morningstar Direct, Tableau and Excel.• Ensure investment services’ templates and analytical client reports were compliance approved.• Developed and implemented the Retire Plus Select Template, achieving 25+ client successes out of 140 relationships built for analytical needs.• Creation of Retire Plus Client after-sale reporting.• Establishment of a fund menu intake process to reduce errors and support investment menu changes for relationship managers.
EDUCATION
Waldorf University
Associate's degree, Business Administration
ABOUT DARLENE GREEN
Highly skilled professional leveraging a broad range of experience in operation management, system management, project management, implementation, business support, and executive assistance.
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