DAVID ROBERSON
Cedar Hill,TX
Summary
An experienced senior consultant and management professional with a 25+ year career in engineering & financial services operations, program management, process management, consulting, employee mentoring, training, and career development. Able to build solid relationships with strategic partners as well as consensus across multiple organizational levels. A results-oriented professional with proven knowledge of Strategic Planning and Critical & Design Thinking. Looking to pursue my interests in Artificial Intelligence (A.I.), financial fraud prevention via technology & leading people.
Overview
20
20
years of professional experience
1
1
Certification
Work History
SR. BUSINESS INTEGRATION CONSULTANT
TIAA
06.2014 - Current
- Product Owner/SME for Contact Center and IVR Authentication, working with key enterprise stakeholders, NCC Teams and IT Teams to ensure optimal experience for our customers
- Utilizing design thinking methods to enhance/create positive client experiences within our Contact Center and IVR Channels
- Responsibilities include: Data collection & analysis; making data-driven decisions
- Identifying impact assessment, ensuring benefits are achieved
- Determining new opportunities, BAU maintenance/support, testing, checkouts, VOC monitoring, NCC Feedback, and reporting overall health of the tools and procedures that make up the Contact Center Authentication Process.
SR. FINANCIAL CONSULTANT
TIAA
06.2012 - 06.2014
- Assists TIAA-CREF brokerage clients by soliciting & placing trades, opening new accounts and positioning financial products & planning services
- Assists internal business partners answering inquiries and providing assistance in understanding the Brokerage platform and implementing our Ibbotson Advice planning services recommendations.
FINANCIAL SERVICES CONSULTANT
TIAA
01.2011 - 06.2012
- Guiding TIAA-CREF participants, using a consultative process, with plan enrollments, account management, asset allocation, income options & retirement planning.
AGENCY SALES DIRECTOR
MetLife Financial Group of Texas
01.2008 - 01.2010
- Recruited, trained, and managed a group of 11 financial advisors
- Developed sales unit business plan
- Set sales goals for sales unit and individual advisors
- Unit sales forecasting and tracking.
FINANCIAL ADVISOR
MetLife Financial Group of Texas
01.2005 - 01.2010
- Built and ran a financial planning practice providing financial products and services to individuals and small businesses in the areas of: Investments, Insurance (Life, Disability, P&C), Education Savings, Estate Planning, Tax Planning, Employee Benefits & Retirement Plans.
DIRECTOR OF TRAINING & CAREER DEVELOPMENT
MetLife Financial Group of Texas
01.2007 - 01.2008
- Charged with developing the training curriculum for the firm's locations in Dallas, Austin, Fort Worth and San Antonio and developing strategic partnerships with product wholesalers and vendors
- Advisor coaching, mentoring & recruitment
- Coordinating with firm sales directors advisor development needs
- Conveying advisor development needs to product wholesalers
- Create the firm's training curriculum and schedule.
Education
MASTER OF BUSINESS ADMINISTRATION (M.B.A.) IN FINANCIAL PLANNING SERVICES -
University of Dallas Graduate School of Management
Irving, TX01.2007
BACHELOR OF SCIENCE (B.S.) IN ELECTRICAL ENGINEERING - undefined
Florida State University
Tallahassee, FL01.2003
CERTIFICATION IN FINANCIAL & ESTATE PLANNING - undefined
University of Dallas Graduate School of Management
Irving, TX12.1996
Skills
- Scaled Agile Framework
- Agile Framework
- Strong Communication and Interpersonal Skills
- Training Materials and Documentation
- Critical Thinking
- Strategic Planning
- Business & Data Analysis
- Design Thinking
- Jira/Jira Align
Certification
- SAFe Program Consultant (SPC)
- SAFe Product Owner/Product Manager
Current AI Coursework
DataCamp AI Fundamentals
- Understanding Artificial Intelligence
- Introduction to ChatGPT
- Understanding Machine Learning
- Large Language Models (LLMs) Concepts
- Generative AI Concepts
- AI Ethics
Google AI Essentials (certificate)
- Introduction to AI
- Maximize Productivity with AI Tools
- Discover the Art of Prompt Engineering
- Use AI Responsibly
- Stay Ahead of the AI Curve
Additional Information
LinkedIn: https://www.linkedin.com/in/david-roberson-82b851308/
Timeline
SR. BUSINESS INTEGRATION CONSULTANT
TIAA
06.2014 - Current
SR. FINANCIAL CONSULTANT
TIAA
06.2012 - 06.2014
FINANCIAL SERVICES CONSULTANT
TIAA
01.2011 - 06.2012
AGENCY SALES DIRECTOR
MetLife Financial Group of Texas
01.2008 - 01.2010
DIRECTOR OF TRAINING & CAREER DEVELOPMENT
MetLife Financial Group of Texas
01.2007 - 01.2008
FINANCIAL ADVISOR
MetLife Financial Group of Texas
01.2005 - 01.2010
MASTER OF BUSINESS ADMINISTRATION (M.B.A.) IN FINANCIAL PLANNING SERVICES -
University of Dallas Graduate School of Management
BACHELOR OF SCIENCE (B.S.) IN ELECTRICAL ENGINEERING - undefined
Florida State University
CERTIFICATION IN FINANCIAL & ESTATE PLANNING - undefined
University of Dallas Graduate School of Management
Similar Profiles
Maria MartinMaria Martin
Sr. Business Integration Consultant – Brokerage Operations at TIAASr. Business Integration Consultant – Brokerage Operations at TIAA
Timothy RodgersTimothy Rodgers
Managing Director, Retirement Solutions at TIAAManaging Director, Retirement Solutions at TIAA
Larry Spradley IIILarry Spradley III
Client Services Manager II at TIAAClient Services Manager II at TIAA
Jeff HilstJeff Hilst
Director, Global Infrastructure Services at TIAADirector, Global Infrastructure Services at TIAA
Ruhama WubushitRuhama Wubushit
Returns Processor at AmazonReturns Processor at Amazon