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2018 March Executive Event with Guest Speaker Kathie Andrade, CEO – TIAA Retail
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When: 03/14/2018
5:00 PM
Where: Woodland Country Club
1897 Washington St
Auburndale, MA  02466
United States
Contact: Karen Regan
(978) 364-5134

Online registration is closed.
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Kathie Andrade, chief executive officer, retail financial services, TIAA FSB

Kathie Andrade is CEO of TIAA's Retail Financial Services business. In her current role, Ms. Andrade leads the business unit dedicated to individual customers, helping them manage their finances and achieve a lifetime of financial well-being. Her organization offers customized financial advice and a broad set of savings and investment solutions, including education savings, life insurance and banking services.


Ms. Andrade joined TIAA in 2008 as chief operating officer for Individual Advisory Services, bringing with her extensive experience defining and executing strategies that have enabled top-line results across a broad range of businesses, including alternative investments, brokerage, ecommerce, and commercial and private banking. She is known for recruiting and growing top talent and is highly regarded for her ability to align organizations for peak effectiveness.


Most recently, she served as president of Individual Advisory Services. Before TIAA, Ms. Andrade worked for Bank of America and its predecessor organizations for more than 20 years. She held various leadership positions throughout her tenure, including transition leadership roles during Bank of America’s acquisitions of Fleet, Merrill Lynch and U.S. Trust. Ms. Andrade received a B.S. in accounting and finance from Providence College. She serves on the board of City Year Providence, and was named one of the “25 Most Powerful Women in Finance” in 2016 by American Banker.





This meeting qualifies for one 1 CPE credit.


Learning Objectives. TBD


Field of study: Personal Development

Prerequisites: There are no prerequisites for this meeting. 

Advance preparation: There is no advance preparation require for this meeting. 

Type of delivery method: Group-Live

Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. Available in all State except those that do not accept web-based self-study credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 978.364.5134.




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All cancellations must be made in writing to prior to 5:00 p.m. Wednesday, March 7, 2017.  All cancellations will incur a $15 processing fee. We will not refund any cancellations made after the 7th.

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