Lance Dobler
- Role
- Vice President, Senior Regional Director at TIAA
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Lance Dobler
Lance C. Dobler is currently a Vice President and Senior Regional Director for TIAA. He…
Experience
Vice President, Senior Regional Director
Jan 2015 — Present
Direct daily operations and management of 20+ multi-billion-dollar Investment Management teams within Fortune 100 financial services organization. Collaborate with senior executive leadership across the organization and lead highly visible strategic business initiatives and operational process improvements- Authored comprehensive business plans addressing variety of challenges including organizational restructuring, client education, end-to-end client experience, and operational best practices- Enhanced internal and external partner knowledge of the private asset management vision, strategy and competitive advantages- Served as media relations contact and subject matter expert with national news outlets and publications.
Skills
- Mutual Funds
- Team Management
- Financial Planning
- Strategic Financial Planning
- High Net Worth Individuals
- Series 7
- Investment Strategies
- Series 63
- Wealth Management Services
- Investments
- Asset Allocation
- Asset Management
- Securities
- Bonds
- Etfs
- Investment Management
- Equities
- Financial Analysis
- Wealth Management
- Finance
- Fixed Income
- Alternative Investments
- Portfolio Management
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