David Viders
Wealth Management Consultant at TIAA-CREF
- Role
- Senior Financial Services Consultant at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About David Viders
Over 20 years of needs based selling and customer service in the financial service industry. Strong background and experience in relationship building with high net worth clientele and very passionate about quality assurance, employee training, and team development. FINRA Registrations - S7, S63, and S66State Insurance Licenses - Life, Health, Variable
Experience
Senior Financial Services Consultant
Feb 1999 — Present · Charlotte, NC, US
Charged with increasing company’s market share of pension based businessConsecutive history exceeding grow goals and in 2011 generated over 33.9 million in new assetsSubject Matter Expert/Coach for Quality/Distinctiveness Improvements and Asset Growth and RetentionTeam CaptainReintroduced “Opportunities for Improvement” for our team to bolster company efficiencies Received two awards for 2009: Top Consultant & High Distinctiveness Successfully mentored Wealth Management Inbound & National Contact Center employees to improve: client relationship building skills, increase lead generation, and to better impact quality/distinctiveness scores Provided individual portfolio analysis of goals, financial resources, risk tolerances and explored various investment/retirement options while focusing on both asset growth/retention
Education
University of Denver, Daniel's College of Business
MSM, Oganizational Training and Development
1998 — 2005
University of Colorado at Boulder
BS, Business Administration: Emphasis Marketing
1989 — 1991
University of Denver
Bachelor's degree, Business Administration and Management, General
1986 — 1988
Skills
- Finance
- Financial Risk
- Investments
- Financial Services
- Sales
- Portfolio Management
- Series 7
- Analysis
- Insurance
- Retirement Planning
- Finra
- Wealth Management
- Retirement
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