Timothy Oates Email & Phone Number
Director - Conflicts and Disclosures @ TIAA
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Timothy Oates Location
- Gainesville, FL, US
Timothy Oates Work
- Director - Conflicts and Disclosures @ (July 2023 - Present)
- Consultant @ Open Book Enterprises (January 2017 - October 2023)
- Associate Manager, SoFi Money @ (December 2020 - September 2021)
- Call Center Operations Manager @ (September 2018 - January 2020)
- Call Center Analyst @ (June 2017 - September 2018)
- Co Founder @ Denver Insider Tours (January 2016 - December 2017)
- Operations Director @ (July 2015 - June 2016)
- Operations Manager @ (April 2013 - July 2015)
- Call Volume Manager @ (February 2011 - April 2013)
- Operations Analyst @ (February 2008 - February 2011)
- Financial Services Representative @ (November 2006 - February 2008)
- Assistant Supervisor @ (February 2006 - November 2006)
- Customer Service Representative @ (February 2005 - February 2006)
Timothy Oates Education
- University of North Florida
Timothy Oates Skills
- Microsoft Excel
- Process Improvement
- Mutual Funds
- Financial Services
- Investments
- Finance
- Series 7
- Customer Service
- Risk Management
- Management
- Leadership
- Microsoft Office
- Project Management
- Strategic Planning
- Contact Centers
- Workforce Planning
- Workforce Management
- Genesys
- IEX
- Headcount Management
Timothy Oates Summary
- Timothy Oates, based in Gainesville, FL, US, is currently a Director - Conflicts and Disclosures at TIAA. Timothy Oates brings experience from previous roles at Open Book Enterprises, SoFi and TIAA. Timothy Oates holds a University of North Florida. With a robust skill set that includes Microsoft Excel, Process Improvement, Mutual Funds, Financial Services, Investments and more. Timothy Oates has 4 emails and 6 mobile phone numbers on RocketReach.
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