Peter Tempesta
- Role
- Managing Director, Higher Education Sales at TIAA
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Experience
Managing Director, Higher Education Sales
Apr 2013 — Present
Recommend retirement plan strategies and services for nonprofit organizations and their employees. Assist plan sponsors to improve fiduciary oversight, simplify investment menus, reduce service providers and move to a sole recordkeeping solution. Day to day responsibilities include: strategizing with consultants and improving current offerings to develop new business and strengthen existing client relationships overseeing recordkeeping, compliance, employee education, onsite efforts, and marketing to ensure obligations are fulfilled appropriately assisting participants in selecting the plans appropriate for their needs and goals, overall financial management, and retirement planning
Education
University of Connecticut
Bachelors
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