James Fowler
Director, Relationship Manager at TIAA
- Role
- Director, Relationship Management at TIAA
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Director, Relationship Management
Apr 2021 — Present · Albany, NY, US
Education
University at Albany
Bachelor's Degree, Business Administration / Finance
2005 — 2009
Manning School of Business, UMass Lowell
Master of Business Administration - MBA
2019 — 2021
Skills
- Series 7
- Series 66
- Series 3
- Investments
- Personal Finance
- Private Wealth Management
- High Net Worth Individuals
- Customer Service
- Operations
- Financial Planning
- Finance
- Asset Allocation
- Portfolio Management
- Investment Advisory
- Securities
- Investment Strategies
- Asset Management
- Alternative Investments
- Financial Analysis
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