Tammy Kayata
Ipswich,MA
Summary
Energetic and experienced professional with a strong track record of consistently exceeding goals while building exceptional client relationships, reflecting a passion for driving positive social impact. With a friendly and personable attitude, I thrive in dynamic environments, showcasing adaptability in managing multiple changing priorities and stakeholders. Motivated and ambitious with strong communication skills, I am highly organized and detail-oriented with a focus on success.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Senior Financial Consultant
TIAA
Waltham, MA
01.2005 - 12.2020
- Proudly represented our mission driven organization on our goal to help everyone retire in equality
- Acted as primary on-site point of contact for both Institutional and Individual Relationships for several New England Clients, including some of largest and most complex regional accounts
- Built strong positive client relationships that led to consolidation of millions of dollars into the organization across several product lines while maintaining focus on only doing what is right for each client individually
- Successfully maintained and expanded larger institutional relationship while also collaborating with day-to-day management teams to solve problems and create/deliver proactive solutions
- Assisted leadership in the creation and maintenance of pipeline development tools
- Led several project teams to support our company mission by focusing our efforts on taking care of people, leading with integrity, and winning together
- Educate and empower individuals to make crucial financial decisions
- Assist individuals in setting, prioritizing, and strategically achieving goals
- Conduct financial education seminars for groups of all sizes on a wide variety of topics and frequently collaborated with topic experts/colleagues on joint projects.
- Promoted from Financial Consultant to Senior Consultant November 2006.
Consultant Support Analyst
New England Pension Consultants
Cambridge, MA
04.2002 - 01.2005
- Deeply involved in every aspect of the client relationships including client contact, preparation/presentation of quarterly investment performance analysis, conducting asset allocation studies, reviewing plan structure and coordinating investment manager searches
- Analyzed underperforming investment managers and conducted performance attribution reviews
- Prepared monthly economic review newsletter and market environment graphs for firm wide use
- Headed research efforts for plan sponsor services and assisted in research efforts for Alternative Assets
- Conducted RFP search process for new providers and maintained pipeline of existing relationships
- Conducted regular due diligence reviews and maintained strong working relationships with providers
- Lead effort in writing white papers on custody, transition management, and securities lending
Portfolio Analyst
New England Pension Consultants
Cambridge, MA
04.2002 - 04.2003
- Reconciled monthly portfolio valuations and performance returns between custodian banks and investment managers
- Utilized data to create customized Investment Performance Analysis each quarter that focuses on overall portfolio statistics as well as individual manager data
Portfolio Accountant
State Street Corporation, Institutional Investor Services
Quincy, MA
06.2001 - 03.2002
Financial Representative
Northwestern Mutual Financial Network
Albany, NY
09.2000 - 02.2001
Education
Master of Science in Financial Planning -
Bentley University
05.2014
Master of Science in Investment Management -
Boston University
05.2004
Bachelor of Arts in Economics and Psychology, Integral Honors Program -
Le Moyne College
05.2000
Skills
- Mission Driven
- Excellent Communication Skills
- Strong & Encouraging Leadership Style
- Analytical Proactive Problem Solver
- Continuous Learning Mindset
- Cross-Functional Collaboration
- Strategic Vision & Detail Oriented
- Develop Deep Client Relationships
Related Accomplishments
- Consistently ranked among the highest performers among TIAA Financial Consultants.
- Selected as a Role Champion to represent the interests of the Financial Consultants within the National Practice Management Team. In this capacity, I have worked within the group to share ideas on a wide range of topics, including the Learning Forum, New Hire Training and more.
- Chosen to mentor and develop new Financial Consultant’s across the country.
- Requested to coach existing team members to strengthen consultative selling skills and business plan development.
- Frequently selected by Senior Management to lead team meetings on practice management and successful business strategies to strengthen client relationships, improve efficiency and increase growth.
- Requested to present as guest speaker to multiple groups during my tenure at TIAA, including Wellesley Center’s for Women at Wellesley College, research scientists at Charles Stark Draper Laboratory, and as a panel member at the TIAA Annual Business Conferences.
Certification
- Certified Financial Planner™ Designation - Earned December 2021
- Earned Level I Chartered Financial Analyst®
- Earned Level II Chartered Financial Analyst®
Affiliations
- Team Leader, Music Impact Research Center, We Are All Music Foundation 2023 - present. www.weareallmusic.org
- Board Member of Ipswich Educational Foundation 2019 - 2021 www.ipswichedfoundation.org
- Director & Team Leader of Destination Imagination, Inc. Ipswich Division 2018 - 2021 www.destinationimagination.org
- Paul F. Doyon Elementary School Council Member 2018-2019
References
References available upon request.
Timeline
Senior Financial Consultant
TIAA
01.2005 - 12.2020
Consultant Support Analyst
New England Pension Consultants
04.2002 - 01.2005
Portfolio Analyst
New England Pension Consultants
04.2002 - 04.2003
Portfolio Accountant
State Street Corporation, Institutional Investor Services
06.2001 - 03.2002
Financial Representative
Northwestern Mutual Financial Network
09.2000 - 02.2001
Master of Science in Financial Planning -
Bentley University
Master of Science in Investment Management -
Boston University
Bachelor of Arts in Economics and Psychology, Integral Honors Program -
Le Moyne College
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