Rasheed Defense is an Executive Wealth Management Advisor at TIAA, where they have excelled for nearly 20 years in the financial services industry. Beginning their career in high school, Rasheed quickly developed a passion for finance, economics, and investment markets, which was further enriched by their studies in Philosophy and Religion at Colgate University. In past roles at U.S. Trust and Morgan Stanley, they managed substantial portfolios and tailored comprehensive wealth management solutions for clients, focusing on investment management, credit, banking, and estate planning. Currently, Rasheed leads a dedicated team that creates personalized financial plans aimed at helping clients achieve their life goals.
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