Jonathan Gomes Email & Phone Number
Sr. Director Consultant Relations- Institutional Retirement @ TIAA
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Jonathan Gomes Location
- Charlotte, NC, US
Jonathan Gomes Work
- 2026 -now Sr. Director Consultant Relations- Institutional Retirement @
- 2022 -2026 Director, Consultant Relations- Institutional Investor Group @
- 2019 -2022 Managing Director- Consultant Relations, Retirement Plan Services @
- 2017 -2019 National Director of Consultant Relations, Institutional Retirement Plan Services @
- 2013 -2017 Director Consultant Relations, Institutional Retirement Plan Services @
- 2008 -2013 Manager, Retirement Strategy and Compliance @
- 2006 -2008 Supervisor, Retirement Strategy and Compliance @
- 2003 -2006 401(k) Compliance Analyst @
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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