David Hean
Financial Consultant at TIAA | Towson, Maryland, United States
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David Hean is a seasoned Financial Consultant at TIAA, where he leverages over fifteen years of experience in financial consulting, retirement solutions, and investment management. His current role centers on providing tailored retirement advice and consulting services to faculty members at colleges and universities in the Baltimore-Washington metro area. David's expertise in personal financial planning and asset management allows him to deliver customized retirement income solutions that meet the unique needs of his clients.
In 2023 and 2024, David achieved the prestigious distinction of holding a #1 national ranking, a testament to his exceptional work ethic and commitment to client success. His consultative selling approach, combined with a strong focus on customer experience, ensures that he not only meets but exceeds client expectations. David's proficiency in investment asset allocation and variable annuities further enhances his ability to guide clients through the complexities of retirement planning.
As a proven team player, David actively collaborates with colleagues to share insights and strategies that enhance the overall service delivery at TIAA. His critical thinking skills enable him to analyze market trends and provide informed recommendations, ensuring that clients are well-prepared for their financial futures. With a dedication to fostering long-term relationships, David is committed to empowering his clients to achieve their retirement goals, making him a trusted advisor in the financial consulting landscape.
Financial Consultant at TIAA in June 2022 to Present
Insurance Agent at Allstate in July 2010 to June 2022
Financial Consultant at Equitable Advisors in January 2008 to January 2009
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University of Maryland, Executive MBA, October 1996 to October 1998
St. Mary's College of Maryland
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Insurance Industry
Retirement Solutions
Independent Financial Advice
Client Relations
Critical Thinking
Series 65
Uniform Combined State Law
Intrapersonal Skills
63 Licenses
Soft Skills
Portfolio Management
Retirement Plan Consulting
Insurance Planning
FINRA Series 7
Personal Finance
Customer Engagement
Investment Advisory Services
Customer Relationship Management (CRM)
Economics
Teamwork
Mutual Funds
Sales Processes
Retirement Savings
Defined Contribution
Financial Advisory
Investment Products
Group Benefits
WebEx
Sales Presentations
Customer-Focused Service
Business Relationship Management
Direct Sales
Insurance
Customer Service
Problem Solving
Personal Financial Planning
Investment Strategies
Retirement Income Strategies
Planning Advice
Customer-Focused Selling
FINRA
Financial Services
Series 7
General Insurance
Long-term Care
Investment Management
Asset Allocation
Consultative Selling
Financial Planning
Life Insurance
401(k) Retirement Savings Plans
Customer Acquisition
Fixed Annuities
Variable Annuities
Real Estate
Microsoft Office
Investments
Asset Management
Retail
Marketing
Customer Experience
Retirement Planning
Consulting
Account Management
Sales
Sales Management
Business Development
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Discover more about TIAAWhat is David Hean email address?
Email David Hean at [email protected]. This email is the most updated David Hean's email found in 2026.
How to contact David Hean?
To contact David Hean send an email to [email protected]. (updated on January 22, 2025)
What company does David Hean work for?
David Hean works for TIAA
What is David Hean's role at TIAA?
David Hean is Financial Consultant
What is David Hean's Phone Number?
David Hean's phone (301) ***-*736
What industry does David Hean work in?
David Hean works in the Financial Services industry.
David Hean Email Addresses
David Hean Phone Numbers
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