Kim Dillard Email & Phone Number
Senior Director, Investment Advisory Product Management @ TIAA
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Kim Dillard Location
- Charlotte, NC, US
Kim Dillard Work
- 2021 - now Senior Director, Investment Advisory Product Management @
- 2015 - 2021 Director, Advisory Product Management and Development @
- 2014 - 2015 Senior Product Manager, Digital Experience and Fin-Tech @
- 2012 - 2014 Advisory Products Program Manager @
- 2011 - 2012 Product Manager- Channel Liaison, Private Bank and Brokerage Channel @
- 2008 - 2011 DMA (UMA) Product Management @
- 2002 - 2008 DMA (UMA) Product Management @
Kim Dillard Education
- Virginia Commonwealth University
(Finance)
- Virginia Polytechnic Institute and State University
(Biology)
Kim Dillard Skills
- Written Communication
- Project Management
- Business Development
- Team Leadership
- Communication
- Mutual Funds
- Portfolio Management
- Wealth Management
- Product Management
- Investments
- Financial Services
- Securities
- Investment Advisory
- Asset Management
- Fixed Income
- Risk Management
- Asset Allocation
- ETFs
- Unified Managed Accounts
- Product Marketing
- Equities
- Finance
- Retirement Planning
- Financial Analysis
- Relationship Management
- Management
- Banking
- Financial Advisory
- Financial Planning
- Alternative Investments
- Business Analysis
- Digital Strategy
- Program Management
- Separately Managed Accounts
- Investment Management
- Investment Advisory Services
- Investment Strategies
- Securities Regulation
- Bonds
- Trust Services
- Trading
- Social Media
- Customer Service
- Leadership
- Event Planning
Kim Dillard Summary
- Kim Dillard, based in Charlotte, NC, US, is currently a Senior Director, Investment Advisory Product Management at TIAA. Kim Dillard brings experience from previous roles at TIAA, Capital One, BB&T Scott & Stringfellow and Wells Fargo Advisors. Kim Dillard holds a Virginia Commonwealth University. With a robust skill set that includes Written Communication, Project Management, Business Development, Team Leadership, Communication and more. Kim Dillard has 4 emails and 1 mobile phone numbers on RocketReach.
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