Jay Cobak

Jay Cobak

Senior Director

Jay Cobak is a highly qualified professional, that works in Tiaa main office of which is in 4. as a Senior Director - Strategy, Offer and Metrics Management since 2018. Jay Cobak has earned professional experience in more than nine positions at various companies. Jay Cobak went to the Babson College and was studying there from 1998 to 2003. Jay Cobak has the following professional qualifications: Chartered Retirement Plans Specialist, Chartered Mutual Fund Counselor, and Certified Employee Benefits Specialist. Beverly Farms, Massachusetts is the city, where this person was known to be located. This person's email address and number can be easily accessed through SoftwareOfficial on demand.
Name variants:
Jacob Cobak, Jason Cobak, Jasper Cobak
Last updated May 02, 2024

Contact Information

Last Update
Jul 12, 2022
Email
ja**@hotmail.com, jc**@tiaa-cref.org
Location
Beverly Farms, MA
Company
Tiaa

Workplace

Senior Director - Strategy, Offer and Metrics Management

Work History

Senior Director - Strategy, Offer and Metrics Management

730 3Rd Ave, New York, NY 10017
from Mar 2018

Senior Relationship Manager

730 3Rd Ave, New York, NY 10017
Sep 2012 — Sep 2014

Director - Pricing and Offer Strategy, Product Management

730 3Rd Ave, New York, NY 10017
from Sep 2014

Managing Consultant, Institutional Relationships

730 3Rd Ave, New York, NY 10017
Jan 2006 — Sep 2012

President, Greater Boston Chapter of Iscebs

Brookfield, WI
Served as Chapter Vice President in 2009
2009 — 2010

Institutional Consultant

730 3Rd Ave, New York, NY 10017
Sep 2002 — Dec 2005

Senior Sales Representative

711 High St, Des Moines, IA 50392
Dec 2001 — Sep 2002

Sales and Relationship Management

245 Summer St, Boston, MA 02210
Operations, Sales, and Relationship Management Roles
Sep 1994 — Dec 2001

Consumer Affairs Information Assitant

A semester internship via The Washington Center Program at the University of New Hampshire
Sep 1993 — Jan 1994

Occupations

Executive
Senior Director
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Senior Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service

Skills

Retirement
401K
Mutual Funds
Relationship Management
Financial Advisory
Retirement Planning
Financial Services
Series 63
Investments
Series 7
Asset Allocation
Pensions
Leadership
Investment Advisory
Securities
Wealth Management
Investment Strategies
Alternative Investments
Portfolio Management
Erisa
Defined Benefit
Health Insurance
Insurance
Asset Management
Investment Management
Fixed Annuities
Financial Planning
Business Relationship Management
Strategic Financial Planning
Defined Contribution

FAQs about Jay Cobak

What is the main profession of Jay Cobak?

This professional's job is Senior Director

What are the profession of The professional?

These person's professions are Executive and Senior Director

Where does Jay Cobak currently live?

Jay Cobak lives in Beverly Farms, Massachusetts.

What is the professional's email?

Jay Cobak's email is ja**@hotmail.com and jc**@tiaa-cref.org.

Where did Jay Cobak work?

This person worked at Tiaa, Tiaa.

What education does Jay Cobak have?

Jay studied at the Babson College from 1998 to 2003.

Are there any certifications Jay Cobak has?

This professional received the following certifications: Chartered Retirement Plans Specialist, Chartered Mutual Fund Counselor, Certified Employee Benefits Specialist, and Series 7, 6, and 63.

Are there any special industries, that Jay Cobak works in?

Jay works in Financial Services industry.
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