Robert Brannon is a high-level expert, working in Tiaa main office of which is in 4. as a Wealth Management Asset Retention Representative since 2014. This person gained professional experience in more than ten positions at various companies. Robert Brannon went to the The University of Georgia and received education from 1999 to 2004. This person has such qualifications as Series 7, Series 63, and North Carolina Health Insurance License. Charlotte, North Carolina is the city, where this person was known to be settled. This person's email address and number can be accessed through this website on demand.
Name variants:
Bob Brannon,
Bobbie Brannon,
Bobby Brannon,
Dob Brannon,
Rob Brannon,
Robbie Brannon,
Robby Brannon,
Robin Brannon,
Bert Brannon,
Bertie Brannon
Last updated Jun 15, 2024
Contact Information
Last Update
Jul 4, 2022
Email
ro**@aol.com, rb**@tiaa-cref.org
Location
Charlotte, NC
Company
Tiaa
Workplace
Wealth Management Asset Retention Representative
Work History
Wealth Management Asset Retention Representative
730 3Rd Ave, New York, NY 10017
I was promoted in 2014 to identify sales and asset retention opportunities and refer them to the advisory team for clients with upwards of $500K invested. I ensured that clients were aware o...
2014 — 2015
Owner and Realtor
I am a native of Charlotte with a strong professional network who excels in matching clients with properties that fit their goals and needs. I fully support clients in both buying or selling...
from 2015
Beneficiary Relationship Manager
730 3Rd Ave, New York, NY 10017
In my most senior role at TIAA, I manage 150+ survivor benefit cases, while providing strategic financial planning to beneficiaries Inheriting TIAA products. In this capacity, I research ins...
from 2015
Wealth Management Client Relationship Consultant
730 3Rd Ave, New York, NY 10017
Provide high quality retirement and financial counseling services.
Responsible for communicating details of TIAA-CREF retirement plans, after tax investments and insurance products, paymen...
Sep 2012 — 2014
Investment Sales Consultant
100 Vanguard Blvd, Valley Forge, PA
Cross-sells Vanguards products and services with existing client base
Single point of contact for an assigned book of business
Conducting needs analysis with investors to identify their i...
Jul 2008 — Sep 2012
Weekend Manager
5501 Josh Birmingham Pkwy #6, Charlotte, NC 28226
I managed multiple accounts with major airlines such as Airtran, Continental, Delta, United, Northwest and American Airlines, working closely with airline supervisors, overseeing daily opera...
2005 — 2011
Treasurer
Responsible for overseeing the financial activities of the organization. Paying invoices as they come in while managing disbursement of funds. Set budget and work with owners on fundraising ...
from Nov 2008
Off-Premise Wine Sales Representative
685 Hartman Rd southwest, Austell, GA 30168
Responsible for maintaining local area accounts ($1.1 M. territory) and developing clientele
Received first promotion after only 8 months of employment
Analyze existing customer needs to ...
Jun 2004 — Jun 2007
Education
1999 — 2004
Occupations
Executive
Owner
Real Estate Broker
Licensed Real Estate Broker
Representative
Advisor
Sales Specialist
Sales Support
Accountant
Finance and Accounting Specialist
Chief Executive
Property Manager
Real Estate Manager
Services Professional
Sales Representative
Accounting Bookkeeper
Bookkeeper
Skills
Obtained N.c. Real Estate License
Series 63
Retirement
Series 7
Sales
Real Estate
Public Speaking
Mutual Funds
Selling
Series 6
Iras
Retirement Planning
Investment Properties
Insurance
Customer Service
Relationship Management
Financial Analysis
Brokerage
Real Estate Transactions
Leadership
Investment Strategies
Investments
Management
Marketing
Finance
Trading
Investment Management
Realtor
Real Estate Financing
FAQs about Robert Brannon
What's the profession of Robert Brannon?
This professional's job is Owner and Realtor
What jobs is Robert Brannon proficient at at?
Robert Brannon is proficient at Executive and Owner jobs.
Where does Robert Brannon live?
Charlotte, North Carolina is the place where Robert Brannon lives
Does Robert have the email address?
ro**@aol.com and rb**@tiaa-cref.org is Robert Brannon's email address.
Where did Robert Brannon work?
Robert Brannon worked at Tiaa, It's Luxury Living.
What education does Robert Brannon have?
Robert studied at the University of Georgia from 1999 to 2004.
Are there any professional certifications Robert Brannon has?
The professional received the following certifications: Series 7, Series 63, North Carolina Health Insurance License, North Carolina Real Estate License, and South Carolina Real Estate License.
What is professional industry that Robert Brannon is connected to?
Robert Brannon works in Financial Services industry.