Dean Woo

Director, Trust, Portfolio & Investment Performance Operations @Tiaa Kaspick

San Francisco, CA, US

EMAILS

[email protected]

MOBILE NUMBERS

+17•••••••64

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WORK HISTORY

Aug 2025 — Present

Director, Trust, Portfolio & Investment Performance Operations @Tiaa Kaspick

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EDUCATION

N/A

Santa Clara University

MBA

N/A

University of California, Davis

B.A.

SKILLS

EquitiesIdcValuationBloombergSqlInvestmentsFinancial AnalysisMicrosoft ExcelCross-Functional Team LeadershipPlanned GivingPersonal FinanceAsset ManagementSecuritiesAxysStatisticsCost BasisSchwab Advisor CenterFinancial ServicesCrmMutual FundsAccountingPortfolio ManagementFinancial ReportingAdventLeadership

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