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David Roberson

David Roberson

Certified

Sr. Business Integration Consultant

TIAA | Dallas, TX

Technologies

My Portfolio Highlights

My New Course

Introduction to Python

My New Course

Introduction to Python

Analytical wordsmith, crafting compelling narratives through data storytelling.

My Work

Take a look at my latest work.

course

Introduction to Data

PythonSQLPower BI
certification

AI Fundamentals

course

Introduction to Python

course

Understanding ChatGPT

course

Generative AI Concepts

course

Introduction to Data

PythonSQLPower BI

My Certifications

These are the industry credentials that I’ve earned.

AI Fundamentals

AI Fundamentals

Data Literacy

Data Literacy

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to Python
Introduction to SQL
Understanding Artificial Intelligence
Understanding ChatGPT

My Work Experience

Where I've interned and worked during my career.

TIAA | Jun 2016 - Present

Sr. Business Integration Consultant

Product Owner/SME for Contact Center and IVR Authentication, working with key enterprise stakeholders, NCC Teams and IT Teams to ensure optimal experience for our customers Utilizing design thinking methods to enhance/create positive client experiences within our Contact Center and IVR Channels Responsibilities include: Data collection & analysis; making data-driven decisions Identifying impact assessment, ensuring benefits are achieved Determining new opportunities, BAU maintenance/support, testing, checkouts, VOC monitoring, NCC Feedback, and reporting overall health of the tools and procedures that make up the Contact Center Authentication Process.
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TIAA | Jun 2012 - Present

Sr. Financial Consultant – Individual Investor Services

Assists TIAA-CREF brokerage clients by soliciting & placing trades, opening new accounts and positioning financial products & planning services. · Assists internal business partners answering inquiries and providing assistance in understanding the brokerage platform and implementing our Ibbotson Advice planning services recommendations.

TIAA | Jan 2011 - Jun 2012

Financial Consultant – Retirement Services

Guiding TIAA-CREF participants, using a consultative process, with account management, asset allocation, income options & retirement planning.

MetLife | Jan 2008 - Jan 2010

Agency Sales Director

Recruited, trained, and managed a group of 11 financial advisors · Developed sales unit business plan · Set sales goals for sales unit and individual advisors · Unit sales forecasting and tracking · Advisor field training & development

MetLife | Jan 2005 - Jan 2010

Financial Advisor

Built and ran a financial planning practice providing financial products and services to individuals and small businesses in the areas of: · Investments · Insurance (life, disability, property & casualty) · Education Savings · Estate Planning · Tax Planning · Employee Benefits & Retirement Plans.

MetLife | Jan 2007 - Jan 2008

Director of Training & Career Development

Charged with developing the training curriculum for the firm’s locations in Dallas, Austin, Fort Worth and San Antonio and developing strategic partnerships with product wholesalers and vendors. · Advisor coaching, mentoring & recruitment · Coordinating with firm sales directors advisor development needs · Conveying advisor development needs to product wholesalers · Create the firm’s training curriculum and schedule

Ericsson | Jan 1997 - Jan 2005

Senior Network Engineer

Technical lead for GSM Core Network Design/Performance teams. · Technical lead in responding to RFI/RFP/RFQs. · Responsible for recruitment & training for ND/NPI team. · Developing and promoting services to increase profitability and market share. · Provide technical support to sales and product management teams. · Developing and presenting service and technical presentations to internal and external customers. · Project coordination and management. · Mentoring and training junior engineers.

Ericsson | Jan 1997 - Jan 2005

Staff Engineer, Core Network Consulting

Served as a Consultant within the Professional Services division. Responsible for: · Network Design Consulting · Network Performance Improvement Consulting · Interaction with all levels of customer representatives (operations, engineers, managers, and VPs).

Ericsson | Jan 1997 - Jan 2005

Practice Manager, New Technologies

Technical lead for investigating and developing new services for the Professional Services division. · Technical lead in responding to product market introduction tasks. · Responsible for defining training paths for services business. · Developing and presenting service and technical presentations to internal and external customers. · Field trial project coordination and management. · Support product units during tradeshows and road shows

My Education

Take a look at my formal education

Master of Business Administration - MBA, Financial Planning and ServicesThe University of Dallas | 2007
Bachelor's degree, Electrical and Electronics EngineeringFAMU-FSU College of Engineering | 1996

About Me

David Roberson

Empower Your Team, Secure Your Clients' Future with AI Powered Planning. I'm not your typical financial services technology consultant. My background is a unique blend of technical expertise and business acumen.

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