
William Heath

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About me
Director, Product Management, TIAA Traditional at TIAA-CREF
Education

Hofstra University
-BBA Banking and Finance
Experience

TIAA-CREF
Jun 2001 - Nov 2023Responsibilities 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 2023Director, Product Management, Advisory Solutions and Product Development
Jun 2001 - May 2015
Licenses & Certifications

ChFC
The American College of Financial ServicesOct 1998
Languages
- enEnglish
- geGerman
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