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During 30 hours of sessions, TIAA representatives were trained on how to get clients to “take action” in their accounts and change their investments using an in-house advice tool.
Nuveen. Nuveen is an American asset manager and wholly owned subsidiary of financial planning firm TIAA, itself known for its legacy focus on managing money for not-for-profit institutions such as universities and their employees. As a consequence of integration efforts over the last several years, Nuveen (or branded sub-affiliates) now manage ...
EverBank is an American diversified financial services company providing banking and investment services, primarily via a direct bank. It is based in Jacksonville, Florida. It is owned by funds managed by Stone Point Capital, Warburg Pincus, Reverence Capital Partners, Sixth Street Partners, and Bayview Asset Management as well as TIAA.
Thomas Wade Jones (born 1949) is senior partner of TWJ Capital LLC. [1] Previously he served as chairman and chief executive officer of Citigroup Inc.'s Global Investment Management from 1999 to 2004. [1] He joined Travelers Group as vice chairman in 1997 and served as chairman and chief executive officer of Smith Barney Asset Management until ...
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In 1987 he became CEO of TIAA-CREF, the giant pension and financial services company, making him first Black chairman and CEO of a major U.S. corporation. [ 11 ] [ 12 ] A cartoon on the cover of the March 27, 1988 New York Times, [ 13 ] showed Wharton walking a tightrope across the chasm of Wall Street while carrying a safe whose contents of ...
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