Summary
Overview
Work History
Education
Accomplishments
Certification
Timeline
Work Availability
Hi, I’m

Amy Rosenberg

Denver,Colorado
Success is not final; failure is not fatal: It is the courage to continue that counts.
Winston S. Churchill

Summary

Profile Expert Project Manager who is highly motivated in leading complex multi-faceted projects throughout the USA. Thriving in relationship building, strong collaboration while always exemplifying a major customer-centric focus.

Overview

20
years of professional experience
3
Certification

Work History

TIAA
Denver, CO

Transition Manager II
12.2021 - Current

Job overview

  • Innately and consistently fostering deep relationship connections between team members, business partners and clients
  • Directing high profile Implementations for Top 200 clients
  • Pioneering, enhancing and documenting vital Departmental processes
  • Engaging and flourishing within Mentorship Environment

TIAA
Denver, CO

Transition Manager I
05.2018 - 12.2021

Job overview

  • Timely, accurate and successful execution of detailed projects including intricate coordination while leading 20+ internal teams at a time
  • Partnering and connecting with vital company channels (Marketing, Legal, IT, and Audit) to ensure proper communication, informative education while also meeting key timelines and strategic company objectives
  • Reporting and documenting all processes to fortify the validation of each completed project
  • Present the lessons learned to all parties involved and Leadership from end to end

TIAA
Denver, CO

Financial Services Consultant
08.2016 - 05.2018

Job overview

  • Interacting with Retirement Plan Participants with exceptional customer service while also assisting transaction and service requests
  • Providing participants education on plan rules, regulations and options
  • Responsible for referrals to business partners for product integration
  • Engaging clients in asset retention and growth conversations
  • National Co-Chair for Engage ERG – Leading national and local chapter calls, Event planning, Business strategy, SharePoint, Monthly Newsletter, Photography

Education

University of Colorado At Colorado Springs
Colorado Springs, CO

Bachelor Of Arts from Communication
2004

Accomplishments

  • Achieved and onboarded a $1.5 billion client to automate retirement services.
  • Collaborated successfully with Sales team to acquire 40 million AUM.
  • Supervised over 20+ teams at one time

Certification

  • Series 6 and 63 Licenses
  • Colorado Life Insurance License

Timeline

Transition Manager II

TIAA
12.2021 - Current

Transition Manager I

TIAA
05.2018 - 12.2021

Financial Services Consultant

TIAA
08.2016 - 05.2018

University of Colorado At Colorado Springs

Bachelor Of Arts from Communication
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Similar Profiles

CREATE PROFILE
Amy Rosenberg