Kimberly L.
Analyst, Trust Operations at TIAA
- Role
- Trust Analyst at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Kimberly L.
Ensuring the highest level of customer service, earning recognition for consistent…
Experience
Trust Analyst
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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