James Fowler
Director, Relationship Management @TIAA
Albany, NY, US
EMAILS
j••••••••@tiaa.org
MOBILE NUMBERS
+15•••••••36
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WORK HISTORY
Apr 2021 — Present
Director, Relationship Management @TIAA
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Albany, NY, US
EDUCATION
2005 — 2009
University at Albany
Bachelor's Degree, Business Administration / Finance
2019 — 2021
Manning School of Business, UMass Lowell
Master of Business Administration - MBA
SKILLS
Series 7Series 66Series 3InvestmentsPersonal FinancePrivate Wealth ManagementHigh Net Worth IndividualsCustomer ServiceOperationsFinancial PlanningFinanceAsset AllocationPortfolio ManagementInvestment AdvisorySecuritiesInvestment StrategiesAsset ManagementAlternative InvestmentsFinancial Analysis
ABOUT JAMES FOWLER
Director, Relationship Manager at TIAA
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