Conner Roman

Conner Roman: Email & Phone Number

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Third-Party Wealth Consultant at TIAA|Charlotte Metro, United States

Position:

Third-Party Wealth Consultant at TIAA

Location:

Charlotte Metro, United States

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Last updated: 2026-05-26
Updated: 2026-05-26

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Work Experience 4 years

Third-Party Wealth Consultant at TIAA

Jan 2026 - Current

Financial Services Consultant at TIAA

Apr 2024 - Jan 2026

Intern at Chromatic Games

Jan 2023 - Apr 2023

Grocery Clerk at Publix Super Markets

Sep 2022 - Apr 2023

Conner Roman started working in 2022, then the employee has changed 2 companies and 3 jobs. On average, Conner Roman works for one company for 9 months.

Their professional focus is Collaborative Problem Solving, Communication, and Customer Service across 3 core areas.

Conner holds Series 6, Series 63, and Securities Industry Essentials (SIE) certifications.

Education

Bachelor of Business Administration - BBA at University of Florida

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