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Cfp Ryan Jordan Cima

Cfp Ryan Jordan Cima

Vice President Wealth Management Advisor | TIAA

Boston, Massachusetts, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Cfp Ryan Jordan Cima

Work Experience

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Vice President Wealth Management Advisor at

TIAA

June 2023 - Present

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Senior Wealth Management Advisor at

Tiaa Cref

February 2016 - Present

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Assistant Vice President-Financial Advisor at

Merrill Lynch

May 2011 - February 2016

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Personal Banker at

Citizens

September 2009 - May 2011

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Retirement Specialist at

Mercer

January 2008 - September 2009

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401K Specialist at

Fidelity Investments

October 2006 - December 2007

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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

mail

***********@tiaa.org

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