Alyssa White Email & Phone Number
Executive Wealth Management Advisor @ TIAA
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Alyssa White Location
- Chicago, IL, US
Alyssa White Work
- 2026 -now Executive Wealth Management Advisor @
- 2022 -2026 Vice President Wealth Management Advisor @
- 2015 -2022 Wealth Management Advisor @
- 2013 -2015 Financial Consultant @
- 2022 -2024 Estate Planning Instructor @
- 2011 -2013 Financial Planning Specialist @ Stevens Wealth Management
- 2009 -2011 Paraplanner @ Kingsley Perkins and Company, LLC
Alyssa White Education
- DePaul University
(Financial Planning Certificate Program)
2010-2011 - North Park University
Psychology (Minor in Business and Economics)
2005-2009
Alyssa White Skills
- Estate Planning
- Series 63
- Financial Advisory
- Financial Planners
- Retirement Savings
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Variable Annuities
- Finance
- Asset Allocation
- Investment Advisory
- Roth IRA
- Strategic Planning
- Wealth Management
- Mutual Funds
- Cash Flow Forecasting
- Strategic Financial Planning
- Microsoft Office
- Qualified Retirement Plans
- Investment Strategies
- Microsoft Excel
- Asset Management
- Certified Financial Planner
- Customer Service
- Holistic Financial Planning
- Management
- 401k Rollovers
- Retirement
- Series 7
- 529 Plans
Alyssa White Summary
- Alyssa White, based in Chicago, IL, US, is currently a Executive Wealth Management Advisor at TIAA. Alyssa White brings experience from previous roles at TIAA, TIAA-CREF and DePaul University School of Continuing and Professional Studies. Alyssa White holds a 2010 - 2011 DePaul University. With a robust skill set that includes Estate Planning, Series 63, Financial Advisory, Financial Planners, Retirement Savings and more. Alyssa White has 4 emails and 3 mobile phone numbers on RocketReach.
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