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Jeremy Thiessen
Managing Director, Education Savings Head of Investments @TIAA
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WORK HISTORY
Managing Director, Education Savings Head of Investments @TIAA
Portland, OR, US
Develop and implement Investment Strategies, leading the creation and execution of innovative investment strategies that align with TIAA’s objectives and client needs. Oversee the management and performance of the firm’s 529 College Savings Plan investment portfolios (for 8 State programs), ensuring optimal asset allocation and risk management. Conduct thorough market research and analysis to identify trends, opportunities, and risks. Use insights to inform strategic decisions. Promote strong client engagement by building and maintaining strong relationships with clients, providing tailored investment advice and solutions to meet their financial goals. Manage and mentor a team of investment professionals, fostering a collaborative and high-performance work environment. Ensure all investment activities comply with regulatory requirements and internal policies. Establish and monitor performance metrics to evaluate the effectiveness of investment strategies. Collaborate closely with other departments, including research, risk management, and compliance. Highlights:Responsible for the creation of the complete investment lineups for various State 529 Education Savings programs totaling more than $50B. State Asset breakdown- California Scholar ($14.5B)- Colorado College Invest ($12B)- Michigan Education Savings Program ($7.6B)- Minnesota College Savings Plan ($2B)- Oklahoma ($1.4B)- Wisconsin’s Edvest ($5.4B)- Won lucrative asset, based on relationship with Colorado Advisor Program and secured $5.29B – largest inflow of business in company history- Lead, develop and advise a team of five, including Director and Head of Investment Research, and VP of Investment Analytics- Restructured the team from Generalists and shifted to highly skilled investment team- Presents to all applicable State Boards or Committee key stakeholders relating to investment performance- Leads research effort to continually innovate and improve current glide path.
EDUCATION
California State University, Long Beach
Master of Business Administration (MBA), Finance, General
Fresno Pacific University
Bachelor of Arts (B.A.), Liberal Arts and Sciences
SKILLS
ABOUT JEREMY THIESSEN
Focused and insightful SENIOR INVESTMENT STRATEGIST & LEADER with over 25 years experience in the institutional investment industry helping people invest for retirement and higher education expense. Possess a wealth of experience in a broad range of investment methodology, including investment portfolio construction. Highlights of Attributes- Create and maintain institutional relationships with existing and potential clients, ranging from multiple State Treasurers and their staff, State agencies, education authorities, public pension plans, small companies, foundations, and endowments- Play key role in the RFP process, including participation in many finalist presentations- Contribute as a speaker/panelist at industry conferences on various investment related topics, such as optimal asset allocations, underlying fund selection and monitoring, and innovative investment products- A highly adaptable leader and team player with a deep understanding of institutional investment concepts.
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