Vivian Tsai
- Role
- Head of Relationship Management, Education Savings at TIAA
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Vivian Tsai
Success is liking yourself, liking what you do and liking how you do it.” ― Maya…
Experience
Head of Relationship Management, Education Savings
May 2017 — Present
TIAA education savings business leader overseeing business development and relationship management with institutional state clients for whom firm serves as 529 plan program manager with $40 billion in education savings plans under management. • Lead 20-person client-facing team in work with state clients and business partners to drive state program growth and manage contracts. • Responsible for business strategy including planning, program development, and oversight over reporting, operational and regulatory support for all of firm-managed 529 plans.
Education
University of Pennsylvania
B.Sc. in Economics, The Wharton School of Business
National Taiwan Normal University
Chinese Language and Literature
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