Steve Tettey
Director, Retirement Advice & Consulting @TIAA
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WORK HISTORY
Director, Retirement Advice & Consulting @TIAA
Dallas Fort Worth, TX, US
Leads practice management cadences on Chief of Staff team to increase referral volume, referral quality, and asset growth.• Leads 70+ leadership cadences and engagements with 200+ associates to drive retirement planning advice and wealth management referrals.• Collaborate to deploy 30+ wealth management summits to drive referrals and sales.• Partner with Institutional Sales and Relationship Management teams to support institutional client strategy, request for proposal (RFP), and pilot/test and learn initiatives.
EDUCATION
The King's University (TKU)
Master of Divinity - MDiv
Regional Maritime University
Diploma, Electrical and Electronics Engineering
Questrom School of Business, Boston University
MBA, Concentration in Finance, Strategy, and Buisness Analysis
Worcester State University
Bachelor of Science (B.Sc.), Business Administration and Management, General
ABOUT STEVE TETTEY
Financial services professional with experience across business-to-business (B2B) and business-to-customer (B2C) relationship management, sales, business development, wealth management, practice management, business management, and leadership. Key competencies include: Relationship Management | Business Development | Sales | Retirement Planning | Equity Compensation | Practice Management | Wealth Management | Leadership | Business Management | Investments
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