Vivian Tsai's Location
San Francisco, California, United States
Vivian Tsai's Work
- Head of Relationship Management, Education Savings @ TIAA
- Senior Director, Head of Relationship Management, Tiaa-Cref Tuition Financing, Inc @ TIAA
- Vice President, Product Management and Sales, Ishares Institutional Business @ BlackRock
- Wealth Management Specialist and International Financial Advisor, Private Client Group @ Merrill Lynch
- Financial Advisor, Private Wealth Management @ Morgan Stanley
- Principal and Co-Founder @ Wang & Li Asia Resources
Vivian Tsai's Education
- University of Pennsylvania - The Wharton School
Bachelor’s Degree ( BS in Economics - Marketing, Management)
- National Taiwan Normal University
Chinese Language and Literature
Vivian Tsai's Skills
- ETFs
- Investments
- Mutual Funds
- Asset Management
- Wealth Management
- Strategy
- Relationship Management
- 529 Plans
- Investment Management
- Financial Advisory
Vivian Tsai's Summary
Vivian Tsai, based in San Francisco, California, United States, is currently a Head of Relationship Management, Education Savings at Tiaa, bringing experience from previous roles at Tiaa, Blackrock, Merrill Lynch and Morgan Stanley. Vivian Tsai holds a Bachelor’s Degree in BS in Economics - Marketing, Management @ University of Pennsylvania - The Wharton School. With a robust skill set that includes ETFs, Investments, Mutual Funds, Asset Management, Wealth Management and more, Vivian Tsai contributes valuable insights to the industry. Vivian Tsai has 3 emails on RocketReach.
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