Jonathan Dell Email & Phone Number
Managing Director, Guided Advisory Services @ TIAA
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Jonathan Dell Location
- Wilmington, NC, US
Jonathan Dell Work
- 2021 -now Managing Director, Guided Advisory Services @
- 2020 -2021 Sr. Director, Chief of Staff - Investment and Advisory Center @
- 2017 -2020 Director of Strategic Enablement and Digital Strategy (Business Management - Wealth Mgmt) @
- 2014 -2017 Regional Business Manager - Wealth Management @
- 2011 -2014 Americas Head of Sales Reporting @
- 2001 -2011 Vice President @
Jonathan Dell Education
- Villanova University
Bachelor of Business Administration (B.B.A.) (Double Major: Finance & Management Information Systems)
1997-2001
Jonathan Dell Skills
- Cedar
- Strategic Initiatives
- Responsibility
- Executive Management
- Strategy
- Gaps
- Execution
- Business Partnering
- Profit
- Insurance
- Algebra
- Gamma
- Competitive Intelligence
- Infrastructure
- Sales Strategy
- Trading
- Market Data
- Financial Reporting
- Market
- Cognos
- Image Capture
- Dell Computers
- Surveying
- CRM
- Global Research
- Data Integrity
- Opportunity Tracking
- Product Control
- Business Analytics
- Business Administration
- Outline
- Debt
- Recruiting
- Microsoft Office
- Finance
- Disaster Recovery
- Equities
- Analysis
- Credit
- Trend
- Legal
- Credit Reporting
- Management
- Science
- Distribution
- New York
- Emergency Management
- Americas
- Cost Benefit
- Microsoft Word
- End to End
- Applications
- Relationship Management
- Securities
- Communication
- Front Office
- Tau
- Banking
- Series 7
- Revenue
- Lead a Team
- QlikView
- Microsoft Excel
- Rollouts
- Methodology
- Budgets
- Seamless
- MIS
- Reporting
- Problem Solving
- Quality Control
- Dashboard
- Databases
- Research
- Product Rationalization
- Financial Analysis
- Project
- System
- Java
- Benchmarking
- Analytics
- Articulate
- Cross Selling
- Space
- Marketing
- Operations
- Delta
- Facilitation
- Recover
- Atlanta
- Business Objects
- FEED
- Client Meetings
- PowerPoint
- Losses
- Musical Theatre
- Reviews
- Sales
- Resolve
- Opal
- SQL
- Illustrative
- Auditing
- Honor
- Coordinated
- Cell
- Sales Management
- Multi Faceted
- Pennsylvania
- Multigenerational Wealth Planning
- Strategic Planning
- Financial Services
- Retirement
Jonathan Dell Summary
- Jonathan Dell, based in Wilmington, NC, US, is currently a Managing Director, Guided Advisory Services at TIAA. Jonathan Dell brings experience from previous roles at TIAA and Deutsche Bank. Jonathan Dell holds a 1997 - 2001 Bachelor of Business Administration (B.B.A.) in Double Major: Finance & Management Information Systems @ Villanova University. With a robust skill set that includes Cedar, Strategic Initiatives, Responsibility, Executive Management, Strategy and more. Jonathan Dell has 3 emails and 2 mobile phone numbers on RocketReach.
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