William Heath

William Heath

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location of William HeathNew York, New York, United States

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  • Timeline

  • About me

    Director, Product Management, TIAA Traditional at TIAA-CREF

  • Education

    • Hofstra University

      -
      BBA Banking and Finance
  • Experience

    • TIAA-CREF

      Jun 2001 - Nov 2023

      Responsibilities are focused on strategies, tactics, and packaging intended to reintroduce and better expose TIAA Traditional’s enormously compelling value proposition to current and future clients. Manage the build and deployment of Retirement Advisor -- TIAA-CREF’s first on-line advice solution. Manage the build and deployment of Retirement Plan Portfolio Manager (RPPM) -- TIAA-CREF’s first qualified discretionary managed account program. Manage participant retirement plan assets on an on-going basis, generating a bps fee and improving participant retirement readiness

      • Director, Product Management, TIAA Traditional

        Jun 2015 - Nov 2023
      • Director, Product Management, Advisory Solutions and Product Development

        Jun 2001 - May 2015
  • Licenses & Certifications

    • ChFC

      The American College of Financial Services
      Oct 1998