James R White
Sr. Director, Investment & Advisory Center
- Role
- Sr Director, Retirement Income Consulting at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About James R White
Strategic financial services leader with 20+ years of sales leadership and consulting experience. Currently, Sr. Director of Retirement Income Consulting in TIAA\'s Retirement Solutions business. Successfully developed and scaled innovative business models from proof of concept to multi-team deployment, consistently exceeding revenue targets while transforming underperforming teams into top performers. Expert in retirement income risk and annuity sales with proven ability to collaborate across departments and drive cross-channel growth. I am a mission-driven leader who builds diverse, high-performing teams while championing ethical financial guidance.
Experience
Sr Director, Retirement Income Consulting
Jun 2023 — Present · Charlotte, NC, US
Education
The College at Southeastern
Bachelor of Arts (B.A.), Biblical Studies
2001 — 2003
Carson-Newman College
Undergraduate Studies, History and Political Science
1994 — 1996
Southeastern Baptist Theological Seminary
Master of Arts (M.A.), Ethics
2009 — 2010
Southeastern Baptist Theological Seminary
Master of Arts (M.A.), Christian Studies
2004 — 2006
Skills
- Creative Vision
- Retirement Income Strategies
- Life Insurance
- Sales Process
- Community Outreach
- Risk Tolerance
- Biblical Studies
- Portfolio Strategies
- Speech Writing
- Humanities
- Mutual Funds
- Discipleship
- Leadership Development
- Investment Strategies
- Pastoral Counseling
- Strategic Planning
- Team Building
- Mentoring
- Customer Satisfaction
- Volunteer Management
- Dividends
- Retirement Planning
- Political Philosophy
- Public Speaking
- Life & Health Insurance Licenses
- Series 7
- Missions
- Teaching
- Evangelism
- Corporate Bonds
- History
- Church Events
- Variable Annuities
- Conflict Resolution
- Servant Leadership
- Preaching
- Unit Investment Trusts
- Fundraising
- Theology
- Apologetics
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