Garen Kalender

About Garen Kalender

In April of 2022, I graduated with a finance degree from Florida State University. Currently, I am working as a Wealth Client Relationship Manager within the Financial Services industry at TIAA. Day-to-day I help high-net-worth clients achieve their financial objectives and navigate the complexities of Wealth Management. Additionally, I provide personalized guidance & support to ensure my clients’ financial well-being. Previous to my roles in financial services, I was able to build my base through hard work at Publix Supermarkets, expand my alternative investments knowledge (specifically Real Estate) through my role at Investments Limited, put to test my knowledge & creativity with my role at Propane Ninja, and achieved self-actualization through my Podcast - based on achieving & maintaining Financial Security/Independence. Through my role at Nuveen, I utilized important interpersonal skills, continued to further my knowledge on both the equities & fixed income markets, and expanded my capabilities into the alternative market. Outside of work, I like to volunteer to help children in underprivileged areas & give back to my local community. Philanthropy has always been important to me & its importance was made clear to me at a young age. I believe it was a key component to my development of character & allowed me to help those in need. I cannot stress enough the importance of finding the balance between work, life, & philanthropy because it allows for one to develop & grow wholeheartedly.

Experience

1. Wealth Client Relationship Manager

   TIAA

   Jun 2023 — Present · Charlotte, NC, US

   Managing individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. Totaling 2.4B in Assets Under Management.Leading advisory team practice management meetings to promote efficient/effective practices and support advisory team in overall book management strategy. Providing client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. Guiding clients on income execution, including assisting clients in completing forms and reviewing forms for accuracy. Performing registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). Identifying client concerns and gathering additional information regarding clients’ current financial situation and potential future needs. Identifying sales and asset retention opportunities. Coordinating sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. Supervising client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services.

Education

• College for Financial Planning

  Masters of Science in Personal Financial Planning

  2025 — 2027

• Spanish River Community High School

  Law

  2016 — 2019

• Florida State University

  Bachelor of Science - BS

  2019 — 2022