RODERICK GULLEY, JR
357 East Corporate Dr Apt# 124 ,TX
Summary
Financial Consultant with 7 years of experience in a wide range of investments and transactions. Assisted with making sure participants are on track to reach their retirement goals. Driven and detailed oriented with the ability to thrive in high pressure environments. Adept at developing key relationships and furthering business development.
Overview
12
12
years of professional experience
Work History
Lead Consultant Onboarding
TIAA
09.2023 - Current
Financial Consultant
TIAA
08.2018 - 09.2023
- Provided financial guidance to our participants to help retain and increase assets.
- Set up and updated customer accounts with interactions, payments and personal information.
- Act in a roll as a mentor/trainer for new hires
- Appointed in 2023 Lead Coach over all new hires at the Dallas Location. Meeting with them each individually monitoring performance coming out of training.
Community Assistant
Stephen F. Austin State University Residence Life
08.2013 - 01.2017
- Facilitate the social, academic, and personal adjustment of students to the residence hall and university.
- Enforce the rules and policies of the Residence Life and Service Department and the university.
- Act as a liaison between residents and the University administration.
- Also serve as a positive role model to residents and peer staff members.
Education
Bachelor of Science - Sociology with an emphasis on Anthropology
Stephen F. Austin State University
Nacogdoches, TXSkills
- Series 6 License
- Series 63 License
- Series 26
- Texas Life Insurance Accident and Health License
- Professional appearance, attitude and demeanor
- Excellent communication and multitasking skills developed from previous experiences
Timeline
Lead Consultant Onboarding
TIAA
09.2023 - Current
Financial Consultant
TIAA
08.2018 - 09.2023
Community Assistant
Stephen F. Austin State University Residence Life
08.2013 - 01.2017
Bachelor of Science - Sociology with an emphasis on Anthropology
Stephen F. Austin State University