Jim Simone Email & Phone Number
Sr. Director, Guided Advisory Services at TIAA @ TIAA
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Jim Simone Location
- Chapel Hill, NC, US
Jim Simone Work
- 2024 -now Sr. Director, Guided Advisory Services at TIAA @
- 2020 -now Director, Investment and Advisory Center @
- 2023 -2024 Director, TIAA Wealth Management @
- 2017 -2020 Director, Financial Consulting @
- 2013 -2017 Senior Advisor, Relationship Manager @
- 2006 -2013 Vice President, Relationship Management @
- 2003 -2005 District Manager @
- 1998 -2002 Senior Financial Advisor @
Jim Simone Education
- Indiana University-Purdue University at Indianapolis
Bachelor of Arts (B.A.) (Liberal Arts)
1982-1987
Jim Simone Skills
- Sales Management
- Uniform Combined State Law
- Public Speaking
- Call Center
- Business Development
- Series 7
- Customer Retention
- Mutual Funds
- Series 63
- Event Planning
- Fixed Annuities
- Wealth Management
- Retirement
- Investments
- Series 6
- Leadership
- Team Building
- Microsoft Office
- Marketing
- Training
- Management
- Project Management
Jim Simone Summary
- Jim Simone, based in Chapel Hill, NC, US, is currently a Sr. Director, Guided Advisory Services at TIAA at TIAA. Jim Simone brings experience from previous roles at TIAA. Jim Simone holds a 1982 - 1987 Bachelor of Arts (B.A.) in Liberal Arts @ Indiana University-Purdue University at Indianapolis. With a robust skill set that includes Sales Management, Uniform Combined State Law, Public Speaking, Call Center, Business Development and more. Jim Simone has 6 emails and 2 mobile phone numbers on RocketReach.
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