John Poe
Managing Director, Individual Operations, Wealth Management at TIAA
- Role
- Managing Director, Individual Operations, Wealth Chief Operating Office at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
Experience
Managing Director, Individual Operations, Wealth Chief Operating Office
Feb 2018 — Present · Charlotte, NC, US
Education
Northern Kentucky University
B.S.
Skills
- Series 7
- Series 65
- Series 24
- Equity Compensation
- Equities
- Series 63
- Brokerage
- Business Relationship Management
- Customer Service
- Call Center
- Customer Relations
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