Patrick Bleffer
Director - Client Services Manager at TIAA
- Role
- Director - Client Services Manager Team Lead at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Patrick Bleffer
Finding solutions to complex issues is what I love to solve for. I love to be creative…
Experience
Director - Client Services Manager Team Lead
Dec 2020 — Present · Charlotte, NC, US
Education
St. Ambrose University
Bachelor's degree, Business/Commerce, General
2001 — 2005
St. Ambrose University
BA, Business
2001 — 2005
Skills
- Finance
- Sales
- Series 7
- Retirement Planning
- Training
- Wealth Management
- Salesforce.com
- Retirement
- Financial Services
- Financial Planning
- Financial Analysis
- Asset Allocation
- Mutual Funds
- Data Analysis
- Process Improvement
- Insurance
- Series 63
- Fixed Annuities
- Customer Service
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