Director, Consultant Relations- Institutional Investor Group @ (November 2022 - June 2026)
Managing Director- Consultant Relations, Retirement Plan Services @ (March 2019 - November 2022)
National Director of Consultant Relations, Institutional Retirement Plan Services @ (March 2017 - March 2019)
Director Consultant Relations, Institutional Retirement Plan Services @ (December 2013 - March 2017)
Manager, Retirement Strategy and Compliance @ (August 2008 - December 2013)
Supervisor, Retirement Strategy and Compliance @ (July 2006 - August 2008)
401(k) Compliance Analyst @ (July 2003 - July 2006)
Jonathan Gomes Education
East Carolina University
Bachelor of Science (B.S.) (Economics)
1994-1999
Charlotte Catholic High School
Diploma (General)
1990-1994
Jonathan Gomes Skills
Financial Modeling
Retail
Customer Service
Retirement Strategy and Plan Design
Compliance
Compliance Testing
Strategic Communications
Microsoft Office
Retirement Planning
Financial Forecasting
Trend Analysis
Trend Forecasting
Internal Communications
Data Mining
Data Transmission
Account Reconciliation
Microsoft Word
Outlook
Microsoft Excel
PowerPoint
User Acceptance Testing
Series 6
Series 63
Sales
Risk Management
Training
Strategic Planning
Business Strategy
Sales Management
Jonathan Gomes Summary
Jonathan Gomes, based in Charlotte, NC, US, is currently a Sr. Director Consultant Relations- Institutional Retirement at TIAA. Jonathan Gomes brings experience from previous roles at Vanguard, Nationwide Financial and Lincoln Financial Group. Jonathan Gomes holds a 1994 - 1999 Bachelor of Science (B.S.) in Economics @ East Carolina University. With a robust skill set that includes Financial Modeling, Retail, Customer Service, Retirement Strategy and Plan Design, Compliance and more. Jonathan Gomes has 1 emails and 2 mobile phone numbers on RocketReach.
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