John Poe Email & Phone Number
Managing Director, Individual Operations, Wealth Chief Operating Office @ TIAA
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John Poe Location
- Charlotte, NC, US
John Poe Work
- 2018 -now Managing Director, Individual Operations, Wealth Chief Operating Office @
- 2013 -2018 Managing Director, Branch Manager, National Contact Center @
- 2012 -2013 Sr. Vice President, Brokerage Sales and Service @
- 2009 -2012 Client Management Segment Leader @
- 2008 -2009 Regional Manager, Corporate Services Client Management @
- 2006 -2008 Director, Stock Plans Customer Service @
- 2000 -2005 Director, Customer Service Contact Center @ Harris direct
- 1998 -2000 VP, Regional Manager, Institutional Brokerage Services @ DLJ Direct
John Poe Education
- Northern Kentucky University
B.S. (Management)
John Poe Skills
- Brokerage
- Equities
- Equity Compensation
- Customer Service
- Customer Relations
- Series 24
- Series 63
- Series 7
- Call Center
- Business Relationship Management
- Series 65
- Marketing
- Services
- Corporate Services
- Microsoft Office
- Management
- Microsoft Word
John Poe Summary
- John Poe, based in Charlotte, NC, US, is currently a Managing Director, Individual Operations, Wealth Chief Operating Office at TIAA. John Poe brings experience from previous roles at TIAA-CREF, Wells Fargo Advisors and E*TRADE Financial Corporate Services. John Poe holds a B.S. in Management @ Northern Kentucky University. With a robust skill set that includes Brokerage, Equities, Equity Compensation, Customer Service, Customer Relations and more. John Poe has 3 emails and 2 mobile phone numbers on RocketReach.
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