Joni C Email
Chief of Staff, Business Management @ TIAA
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Joni C Location
- Texas, United States
Joni C Work
- Chief of Staff, Business Management @ (July 2026 - Present)
- Business Manager @ (June 2021 - July 2026)
- Wealth Management Consultant @ (October 2018 - June 2021)
- Advisor Services Consultant @ (November 2015 - October 2018)
- Senior Consultant Brokerage @ (June 2013 - November 2015)
- Senior Life Ins and Annuity Specialist @ (June 2010 - June 2013)
- Senior Brokerage Ops Expert @ (August 2007 - June 2010)
- Client Service Associate @ (May 2005 - August 2007)
- Senior Client Relationship Manager @ Trust Company of America (April 1999 - February 2004)
- Registered Representative @ (March 1998 - March 1999)
- Head Principal and Agency stock trader @ DE Frey and Company (August 1996 - February 1998)
- Asst Head Agency Stock Trader @ Cohig and Associates (March 1992 - March 1994)
Joni C Education
- Strayer University
Master of Business Administration - MBA (Accounting and Finance- Project Mgmt)
2019-2025 - Regis University
Bachelor's degree (Liberal Arts and Sciences/Liberal Studies)
2005-2009
Joni C Skills
- Ad Hoc Reporting
- After Tax Annuities
- Agency and Principal trading
- Analytical Skills
- Asset Allocation
- Bookkeeping
- Branding
- Brokerage
- Budget Tracking
- Business Analysis
- Business Intelligence
- Business Transformation
- Communication
- Consumer Products
- Cross-functional Collaborations
- Customer Experience
- Customer Relationship Management (CRM)
- Data Analysis
- Employee Engagement
- Estate Planning
- Executive-level Communication
- FINRA
- Financial Accounting
- Financial Audits
- Financial Reporting
- Fixed Annuities
- Integration Projects
- Investment Strategies
- Investments
- Issue Management
- Life Insurance
- Microsoft Office
- Nonprofit Organizations
- Operational Excellence
- Operations
- Organizational Effectiveness
- Process Design
- Project Management
- Project Risk
- Regulatory Reporting
- Regulatory Requirements
- Report Writing
- Reporting & Analysis
- Resource Management
- Retirement Planning
- Retirement Savings
- Sales
- Securities
- Senior Stakeholder Management
- SharePoint
- Stakeholder Management
- Stock Market
- Strategic Leadership
- Systems Integration
- Variable life Insurance
Joni C Summary
- Joni C, based in Texas, United States, is currently a Chief of Staff, Business Management at TIAA. Joni C brings experience from previous roles at TIAA. Joni C holds a 2019 - 2025 Master of Business Administration - MBA in Accounting and Finance- Project Mgmt @ Strayer University. With a robust skill set that includes Ad Hoc Reporting, After Tax Annuities, Agency and Principal trading, Analytical Skills, Asset Allocation and more. Joni C has 2 emails on RocketReach.
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