Rich Held Email
Sr. Customer Relationship Consultant @ TIAA
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Rich Held Location
- Boston, MA, US
Rich Held Work
- 2015 -now Sr. Customer Relationship Consultant @
- 2014 -2015 Financial Solutions Advisor @
- 2009 -2014 Premier Relationship Manager @ Citizens Bank
- 2009 -2009 Account Executive @
- 2006 -2009 Client Manager @
- 2004 -2006 Financial Advisor @
- 2002 -2004 Financial Advisor @
Rich Held Education
- Ithaca College
BS (Marketing)
1994-1998
Rich Held Skills
- Series 63
- Financial Advisory
- Cash Management
- Banking
- Insurance
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Relationship Management
- Financial Risk
- Mortgage Lending
- Finance
- Wealth Management
- Strategic Financial Planning
- Credit
- Consumer Lending
- Strategic Financial
- Retirement
- Loans
- CRM
- Series 7
Rich Held Summary
- Rich Held, based in Boston, MA, US, is currently a Sr. Customer Relationship Consultant at TIAA. Rich Held brings experience from previous roles at Merrill Edge, Citizens Bank, Insight Direct and Bank of America. Rich Held holds a 1994 - 1998 BS in Marketing @ Ithaca College. With a robust skill set that includes Series 63, Financial Advisory, Cash Management, Banking, Insurance and more. Rich Held has 3 emails on RocketReach.
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