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
- Managing Director, Individual Operations, Wealth Chief Operating Office @ (February 2018 - Present)
- Managing Director, Branch Manager, National Contact Center @ (August 2013 - February 2018)
- Sr. Vice President, Brokerage Sales and Service @ (May 2012 - August 2013)
- Client Management Segment Leader @ (February 2009 - May 2012)
- Regional Manager, Corporate Services Client Management @ (August 2008 - January 2009)
- Director, Stock Plans Customer Service @ (October 2006 - August 2008)
- Director, Customer Service Contact Center @ Harris direct (February 2000 - October 2005)
- VP, Regional Manager, Institutional Brokerage Services @ DLJ Direct (January 1998 - January 2000)
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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