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Cfp Ryan Jordan Cima
Cfp Ryan Jordan Cima
Vice President Wealth Management Advisor | TIAA
Boston, Massachusetts, United States
Cfp Ryan Jordan Cima
Summary
Ryan Jordan is a seasoned Wealth Management Advisor based in Boston, Massachusetts, with extensive experience in investment advice and financial planning. He currently serves as Vice President at TIAA-CREF, where he leverages his expertise in retirement planning and wealth management to guide clients towards financial security. Ryan has a strong background in various financial services roles, including positions at Merrill Lynch and Fidelity Investments, where he honed his skills in 401k management and private banking. With a Bachelor’s degree in Finance from Suffolk University, he combines academic knowledge with practical experience to deliver tailored financial solutions. Ryan is known for his client-centric approach, focusing on building lasting relationships and trust. His career reflects a commitment to professional growth and adaptability in the ever-evolving financial landscape.
Cfp Ryan Jordan Cima
Work Experience
Vice President Wealth Management Advisor at
TIAA
June 2023 - Present
Senior Wealth Management Advisor at
Tiaa Cref
February 2016 - Present
Assistant Vice President-Financial Advisor at
Merrill Lynch
May 2011 - February 2016
Personal Banker at
Citizens
September 2009 - May 2011
Retirement Specialist at
Mercer
January 2008 - September 2009
401K Specialist at
Fidelity Investments
October 2006 - December 2007
Cfp Ryan Jordan Cima
Education
Suffolk University - Sawyer Business School, Bachelors
January 2002 - January 2005
Xaverian Brothers High School
January 1995 - January 1999
Frequently Asked Questions about Cfp Ryan Jordan Cima
What is Cfp Ryan Jordan Cima email address?
Cfp Ryan Jordan Cima's primary email address is ***********@tiaa.org. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Ryan Jordan Cima work for?
Cfp Ryan Jordan Cima is a Vice President Wealth Management Advisor at TIAA, a company specializing in Functions related to depository banking.
Where Cfp Ryan Jordan Cima graduated from?
Cfp Ryan Jordan Cima holds a degree in Finance from Suffolk University - Sawyer Business School.
How can I directly contact Cfp Ryan Jordan Cima?
To contact Cfp Ryan Jordan Cima directly, you can use the email address ***********@tiaa.org. Complete contact information is available upon registration with Muraena.
Who is Cfp Ryan Jordan Cima?
Ryan Jordan is a seasoned Wealth Management Advisor based in Boston, Massachusetts, with extensive experience in investment advice and financial planning. He currently serves as Vice President at TIAA-CREF, where he leverages his expertise in retirement planning and wealth management to guide clients towards financial security. Ryan has a strong background in various financial services roles, including positions at Merrill Lynch and Fidelity Investments, where he honed his skills in 401k management and private banking. With a Bachelor’s degree in Finance from Suffolk University, he combines academic knowledge with practical experience to deliver tailored financial solutions. Ryan is known for his client-centric approach, focusing on building lasting relationships and trust. His career reflects a commitment to professional growth and adaptability in the ever-evolving financial landscape.
Cfp`s contact details
***********@tiaa.org
Colleagues
Chief of Staff
Vice President, Senior Risk Officer
Senior Director, Registered Investment Adviser Compliance
Vice President, Head of Product Marketing
Executive Vice President, CRO, Enterprise Risk Programs and COO, Legal, Risk and Compliance
Senior Managing Director, Head of Digital and Channel Technology
Head of Business Operations and Strategic Investments, Chief Controls Officer, EVP
Vice President Talent Acquisition
Managing Director of Business Transformation
Managing Director, Associate General Counsel & Deputy Corporate Secretary