Eric Spann

Experience

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  TIAA-CREF

  Sept 2005 - Mar 2014

  Transition Manager Product Delivery, Shared Services
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  Tata Consultancy Services

  Mar 2014 - Dec 2014

  Domain Consultant
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  Fidelity Investments

  Dec 2014 - Aug 2016

  Data Conversion Manager
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  Schwab Retirement Technologies, Inc.

  Aug 2016 - now

  Manager, Institutional Services

  Manage workflow and projects for institutional client relationships while providing superior overall relationship management service to our RIAs and their end clients in a fast paced, team environment.Maintain a strong band of communication between internal business partners, including sales and leadership.Manage and grow the existing relationship with my clients and influencing positive change in their operations, as well as communicating policy changes to them.Demonstrate superior understanding of features and benefits of Schwab tools, products and services in order to encourage adoption while offering solution-based service.Anticipate potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions.Partner with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business. Show less

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  South Fork East Homeowners Association

  Jun 2022 - now

  Director

  Maintaining common areas, managing budgets/fiscal responsibilities, and enforcing/complying with governing documents