Jim Deats
- Role
- Head of Wealth Operations at TIAA
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Jim Deats
35+ year professional with background in Finance, Accounting, Broker Dealer Operations…
Experience
Head of Wealth Operations
Oct 2023 — Present
Education
St. John's University
BS, Management / Finance
1983 — 1986
Skills
- Options
- Portfolio Management
- Fixed Income
- Series 7
- Finance
- Equities
- Vendor Management
- Wealth Management
- Hedge Funds
- Mutual Funds
- Transfer Agency
- Trading
- Securities
- Business Analysis
- Asset Management
- Operations Management
- Risk Management
- Management
- Alternative Investments
- Financial Services
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