Kimberly L.

Analyst, Trust Operations at TIAA

Role
Trust Analyst at TIAA
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kimberly L.

Ensuring the highest level of customer service, earning recognition for consistent…

Experience

  1. Trust Analyst

    TIAA

    Nov 2020 — Present · Charlotte, NC, US

    Coordinate mutual fund share class conversions on our clients behalf for the Trust Company. Improves oversight process by recommending changes in monitoring, and assessment in the internal control structure and in operating processes.

Education

  • Central Michigan University

    Master of Business Administration (MBA), Public Administration

    2009

  • Fayetteville State University

    Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

    2000

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Kimberly L. — Trust Analyst at TIAA in Charlotte, NC, US | Unifers