Head of Relationship Management
A senior leader in TIAA’s dedicated Education Savings business, Vivian leads the unit’s Relationship Management and Field Consulting teams and is responsible for State relationship management, including contractual compliance oversight, ensuring client satisfaction, and driving plan growth and strategy across eight State-sponsored 529 college savings plans representing more than $30 billion in college savings. Prior to joining TIAA in 2014, Vivian spent nine years with BlackRock in sales and product management roles. Vivian began her career in financial services in the wealth management businesses of Morgan Stanley and Merrill Lynch, and has worked in San Francisco, Hong Kong, Taipei, Los Angeles and New York.
Vivian has been involved in the education savings industry since 2007 and is currently the Chair of Board of the College Savings Foundation. She is a Certified Investment Management Analyst and a Certified Private Wealth Advisor and received her Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania. Vivian holds FINRA Series 7, 66, 24, 31, 51 registrations.