James Brewster Email & Phone Number
Director, Retirement Solutions @ TIAA
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James Brewster Location
- Texas, United States
James Brewster Work
- 2020 -now Director, Retirement Solutions @
- 2018 -2020 Client Services Manager @
- 2016 -2018 Sr. Financial Services Consultant, National Support Line @
- 2014 -2016 Financial Services Consultant, National Contact Center @
- 2012 -2014 Financial Advisor Associate @
- 2011 -2012 Personal Services Client Manager @
- 2010 -2011 Financial Representative (Brokerage) @
- 2005 -2010 Mutual Funds Specialist @
- 2002 -2005 Flooring Department Supervisor @
- 2000 -2005 Flooring Specialist @
James Brewster Education
- Colorado Technical University
Masters (Business of Administration, Project Management)
2021-2023 - Keller Graduate School of Management of DeVry University
Masters (Accounting & Financial Management)
2008-2011 - The University of New Mexico
Bachelor's degree (Bachelors, Math,Computer Science, Management)
2001-2004
James Brewster Skills
- Leadership
- Estate Planning
- Series 63
- Team Building
- Presentation Development
- Financial Planners
- Budget Preparation
- Public Speaking
- Pensions
- Fixed Annuities
- Retirement Income Strategies
- Employee Learning And Development
- Insurance
- Training and Development
- Retirement Planning
- Financial Planning
- Teaching
- Networking
- Portfolio Management
- IRAs
- Peer Support
- Investments
- Relationship Management
- Mentoring
- Team Management
- Series 6
- Finance
- 401k
- 401K Retirement Savings Plans
- Series 66
- Asset Allocation
- Financial Services
- Life Insurance
- Mutual Funds
- Continuing Education
- Budgeting
- Investment Strategies
- Qualified Retirement Plans
- Risk Management
- Training
- Time Management
- Employee Training
- Customer Service
- Long Term Care
- Customer Support
- Holistic Financial Planning
- Wealth
- Personal Financial Planning
- Budgets
- Mutual Funds Allocation
- Management
- Managed Money
- Insurance Planning
- Coaching
- Client Presentation
- Coaching and Mentoring
- Term Life Insurance
- Peer Mentoring
- Trading
- Financial Reporting
- Continuous Improvement
- Retirement
- Series 7
- 403B
- Mediation
- Customer Relationship Management
- Customer Engagement
- 401 Retirement Savings Plans
- Supervisory Skills
- Team Leadership
- Client Services
- Roth IRA
- Traditional IRA
- Retirement Plan Consulting
- Retirement Benefits
- ERISA
James Brewster Summary
- James Brewster, based in Texas, United States, is currently a Director, Retirement Solutions at TIAA. James Brewster brings experience from previous roles at TIAA and Waddell & Reed. James Brewster holds a 2021 - 2023 Masters in Business of Administration, Project Management @ Colorado Technical University. With a robust skill set that includes Leadership, Estate Planning, Series 63, Team Building, Presentation Development and more. James Brewster has 2 emails and 2 mobile phone numbers on RocketReach.
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