Jim Deats Email & Phone Number
Head of Wealth Operations @ TIAA
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Jim Deats Location
- Jacksonville, FL, US
Jim Deats Work
- Head of Wealth Operations @ (October 2023 - Present)
- Managing Director Wealth Management Operations Executive @ (January 2021 - October 2023)
- Managing Director @ (January 2010 - January 2021)
- Senior Vice President @ (January 2010 - January 2011)
- First Vice President @ (June 1986 - January 2010)
Jim Deats Education
- MIT Sloan School of Management
(Operations, Technology and Value Chain Management)
2011-2020 - The Wharton School 2006-2008
- St. John's University
BS (Management / Finance)
1983-1986
Jim Deats Skills
- Mutual Funds
- Financial Services
- Securities
- Finance
- Risk Management
- Business Analysis
- Vendor Management
- Management
- Operations Management
- Alternative Investments
- Series 7
- Trading
- Equities
- Portfolio Management
- Options
- Hedge Funds
- Wealth Management
- Fixed Income
- Asset Management
- Transfer Agency
- Team Building
- Microsoft Office
- Training
- Microsoft Excel
- Leadership
- Process Improvement
Jim Deats Summary
- Jim Deats, based in Jacksonville, FL, US, is currently a Head of Wealth Operations at TIAA. Jim Deats brings experience from previous roles at Bank of America Merrill Lynch, Bank of America, Merrill Lynch Bank of America and Merrill Lynch. Jim Deats holds a 2011 - 2020 MIT Sloan School of Management. With a robust skill set that includes Mutual Funds, Financial Services, Securities, Finance, Risk Management and more. Jim Deats has 1 emails and 1 mobile phone numbers on RocketReach.
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