Heath Polzer

Senior Financial Consultant, Institutional Retirement Division

Heath Polzer is a financial professional with over 14 years of experience in enhancing client retention through exceptional product knowledge and customer service. They previously worked as a Senior Financial Consultant at TIAA, where they served as the primary relationship manager for targeted institutions. Heath has also contributed to the Japan Exchange and Teaching Programme as an instructor and has held various positions at Scholarshare TIAA and Prudential Financial. They hold a Bachelor of Science in Finance from Hawaii Pacific University.

Location

Orange, United States


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