Raymond Bellucci
- Role
- Executive Vice President, Head of Recordkeeping & Cao Retirement Solutions at TIAA
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Raymond Bellucci
Every day I wake up excited to lead our organization towards achieving positive outcomes…
Experience
Executive Vice President, Head of Recordkeeping & Cao Retirement Solutions
Jun 2023 — Present
Education
Queens College
Bachelor of Arts - BA, Economics
1987 — 1992
Skills
- Finra
- Equities
- Strategic Planning
- Securities
- Management
- Client Services
- Fixed Income
- Pensions
- Wealth Management
- Operations Management
- Client Service Oriented
- Banking
- Investment Advisory
- Strategic Leadership
- Problem Solving
- Product Management
- Etfs
- Series 7
- Hold Series 7
- Relationship Management
- Series 6
- Risk Management
- Business Development
- 63 Licenses
- 401k
- Series 24
- Asset Management
- Financial Planning
- Investment Strategies
- Retirement Planning
- Alternative Investments
- Executive Management
- Mutual Funds
- Strategic Financial Planning
- Financial Advisory
- Thought Leadership
- Investments
- Fixed Annuities
- Investment Management
- Portfolio Management
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