Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Michael Rovner

Bedford,TX

Summary

Experienced professional with 15 years of experience in financial services. Registered Representative with FINRA Series 7 & 63 licenses. Certified ATD Learning Consultant. High emotional intelligence with the ability to surface client needs and goals. Excellent written and spoken communication skills. Comprehensive understanding of TIAA products & Services.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Wealth Training Content Manager

TIAA
Frisco, TX
05.2025 - Current
  • Developed and implemented content strategies to enhance user engagement and brand awareness.
  • Led cross-functional teams in creating high-quality, compliant financial content across multiple channels.
  • Analyzed audience data to refine messaging, resulting in improved targeting and content relevance.
  • Mentored junior team members on best practices in content creation and project management methodologies.
  • Conducted regular audits of existing content, identifying opportunities for updates and improvements in accuracy.
  • Established metrics for content performance, driving continuous improvement through data-driven insights.
  • Presented monthly reports on key performance metrics to senior management, providing insights into areas requiring attention.

Learning Consultant

TIAA
Frisco, TX
11.2020 - 05.2026
  • Consult with business leaders to assess the learning needs of their associates for our product and business development initiatives. Negotiate budget and resources based upon the scope. Responsible for the learning solutions of two strategic organizational initiatives: Immediate Annuity Program, NUVEEN Lifecycle Income, TIAA IRA Retire Secure Max and Flex, multiple smaller projects.
  • Assess learning needs and impact for small to large scale projects.
  • Consult with stakeholders and project members to determine learning needs for their respective business areas.
  • Create learning solution proposal decks to socialize the training approach, highlight risks and dependencies, and to gain agreement from the project team.
  • Determine budget based on learning requirements, available resources, and business needs.
  • Create and manage learning project plan, including weekly status reports to discuss progress, risks, and mitigation plans if applicable.
  • Manage vendors through collaboration with contracts works to execute projects.

Facilitator

TIAA
Lewisville, TX
04.2018 - 11.2020
  • Team lead for NCC redesign - offering solutions resulting in millions of cost savings.
  • Design, develop and facilitate learning solutions.
  • Consult with project leads and business partners to gain understanding of gaps and opportunities for learning projects and curriculums.
  • Use sound design methodologies to create, design and facilitate a variety of trainings, including web-based and instructor led training.
  • Working on new ways to introduce gamification to virtual TIAA trainings.

Inbound Financial Services Consultant

TIAA
06.2014 - 04.2018
  • Database administration and website design.
  • Built the logic for a streamlined ad-serving platform that scaled.
  • Educational institutions and online classroom management.

Financial Advisor

Raymond James Financial
08.2010 - 06.2014
  • Developing strategies and solutions for high net worth individuals and businesses to help achieve their goals. Development of wealth management strategies are client focused and customized for each individual. Spending time to gather detailed and comprehensive information from each client to better understand their needs and desires, then applying that information to help customize a unique strategy that best fits each client’s situation. Once the strategy is in motion, consistently reviewing the progress and following up to discuss performance and future action.

Education

Bachelor of Arts - Finance

Michigan State University

Skills

  • Project Management Planning and Execution
  • Business Acumen
  • Proven Time Management Abilities
  • Strategic Planning & Decision Making
  • Exceptional Communicator
  • Attention To Detail
  • Building Customer Loyalty & Experience
  • Experienced Public Speaker
  • Evolve Authoring Reviewer (proficient)
  • JIRA (proficient)
  • Microsoft Projects (Proficient)
  • Microsoft Office Suite (expert)
  • Adobe Acrobat Reader (proficient)
  • Microsoft Teams (proficient)
  • Microsoft Projects (proficient)
  • SharePoint (proficient)
  • Problem Solver
  • Relationship Building
  • Empathetic Listener
  • Active Collaboration
  • Highly Motivated

Certification

  • FINRA 7
  • FINRA 63

Timeline

Wealth Training Content Manager

TIAA
05.2025 - Current

Learning Consultant

TIAA
11.2020 - 05.2026

Facilitator

TIAA
04.2018 - 11.2020

Inbound Financial Services Consultant

TIAA
06.2014 - 04.2018

Financial Advisor

Raymond James Financial
08.2010 - 06.2014

Bachelor of Arts - Finance

Michigan State University

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Michael Rovner