Bob Mitchell
VP Wealth Management Advisor, TIAA
- Role
- VP Wealth Management Advisor at TIAA
- Location
- State College, PA, US
- LinkedIn followers
- 500 followers
About Bob Mitchell
I am currently a Wealth Management Advisor at TIAA with over 10 years of experience in the financial services industry. I am passionate about what I do because I enjoy the opportunity to partner with individuals and families to help them work towards financial success.I earned my Bachelor of Science in Electrical Engineering from Penn State University. I went on to complete my Master of Business Administration from Oklahoma City University.I live in State College, PA, with my wife, Sonya. We have three daughters, Jocelyn, Renae and Chrishawna and love spending time with our 4 grandchildren, Alex, Ace, Ivy and Wade. We are avid Boston sports fans and thoroughly enjoy attending Penn State athletic events. I am a retired US Air Force Colonel who served over 26 years in various countries around the world, including living in Japan for over a decade. I was awarded the Legion of Merit and am a two-time recipient of the Bronze Star Medal.CA Insurance License# 41•••54
Experience
VP Wealth Management Advisor
Sep 2015 — Present · State College, PA, US
Education
Oklahoma City University
Master of Business Administration - MBA, Business Administration and Management, General
1990 — 1991
Penn State University
Bachelor of Science, Electrical and Electronics Engineering
1981 — 1985
Skills
- College Education Planning
- Compliance
- Retirement Planning
- Leadership
- Supervisory Skills
- Insurance
- Training & Development
- Financial Planning
- Team Building
- Management
- Wealth Management
- 401k Rollovers
- Mentoring
- Air Force
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