Julian Dambrosi

About Julian Dambrosi

I am a forward thinking, multi-faceted leader, who helps global companies mitigate risk and navigate through complex change. I accomplish this by deeply understanding an organization’s strategic objectives, prioritizing client and employee needs, developing operational plans to streamline and course correct, enhancing cultures, and prioritizing investments. My experience is diverse, as my background spans across operations, strategy, controls, business transformation, sales, consulting, wealth management, regulatory expectations, new business launches, and divestitures. Recognized for optimizing business performance as I connect the dots and operationalize innovative solutions.Professional accomplishments:• Designed and managed three parallel transformation programs at a California bank resulting in the on-time completion of an AML consent order and the implementation of an operations control upgrade, while planning and orchestrating the wind-down of the business.• Drove a model branch transformation for a Chinese Consumer Bank (branch P&L, staff roles and responsibilities, compensation, goals), which improved performance and allowed the program to grow exponentially in under two years.• Consolidated multiple teams and platforms to build and run a U.S. based Wealth Management business serving offshore international high net worth Clients, which significantly grew investment sales.• Drove the risk and control integration of an international and domestic wealth management business, including restructuring of assessment units, consolidation of functions, and rationalizing of key controls, which streamlined management, clarified roles, and improved team capacity management. • Spearheaded business wind-down program involving numerous projects to support the divestiture of a sub-prime mortgage business, resulting in an orderly, on-time exit while meeting all regulatory and client servicing standards. Specialties: Global Experience | Wealth Management | Consumer Financial Services | Banking | Strategic Planning | Operations Leadership | Business Transformation | Business Launches | Divestitures | P&L Management | Investment Prioritization | Sales | Risk Management | Regulatory Compliance | Consent Orders | Corrective Action Plans | Corporate Governance | Operational Excellence | Front and Back-Office Operations | Client Experience | Client Retention | Branch Administration | Performance Management | Continuous Improvement | Organizational Goals | Culture Change | Training Programs | Consulting | Cross-Functional Team Leadership

Experience

1. Head of Business Enablement & CEO of Tc Services

   TIAA

   Dec 2025 — Present · New York, NY, US

   Lead TIAA Welath Business Enablement teams and TIAA-CREF Individual & Institutional Services, LLC (\"TC Services\"), the investment adviser subsidiary of TIAA.

Education

• Sapienza Università di Roma

  Undergraduate Study 1 Year Abroad, History | Political Science | Archeology

• Columbia Business School

  Master of Business Administration (MBA)

• University at Albany

  Bachelor of Arts (BA), Political Science | Italian

Skills

• Program Management
• Sales
• Insurance
• Management
• Banking
• Business Transformation
• Sales Management
• Strategic Planning
• Management Consulting
• Financial Services
• Analytics
• Business Strategy
• International Business
• Consulting
• Strategy
• Anti Money Laundering
• Business Analysis
• Retail Banking