Marie Dicesare
Sr Director, Advice Strategic Planning @TIAA
Boston, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2023 — Present
Sr Director, Advice Strategic Planning @TIAA
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Waltham, MA, US
SKILLS
Series 63Series 7Pension and Employee Benefits Certificate, Bentley CollegeRetirementInvestmentsRelationship ManagementSeries 65Mergers & AcquisitionsFinra Series 7Finra Series 63Mutual FundsCross-Functional Team LeadershipFinancial ServicesAspa Qualified Pension Administrator DesignationWealth ManagementFinra Series 6Retirement PlanningFinraSeries 6Finra Series 65
ABOUT MARIE DICESARE
My passion lies in retirement income and enhancing financial planning experiences for…
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