A senior leader in TIAA’s Education Savings business, Vivian leads the business unit’s Relationship Management team and is responsible for State and institutional relationship management. Her responsibilities include contract negotiations and oversight, ensuring client satisfaction, and driving plan growth and strategy across State 529 college savings plans which represent more than $38 billion in college savings managed by TIAA.
Prior to joining TIAA in 2014, Vivian spent nearly a decade with BlackRock in institutional product management and sales roles, leading the firm’s entry into the education savings and 529 plan marketplace in 2008. Vivian began her career in financial services in the wealth management businesses of Morgan Stanley and Merrill Lynch, and has worked in San Francisco, Hong Kong, Taipei, Los Angeles and New York. Vivian has been on the Board of the College Savings Foundation since 2011 and is currently the CSF Board Chair.
Vivian’s relationship with JSA began as a member of the Notre Dame High School JSA chapter in Belmont, California. An alumnus of JSA’s Stanford Symposium in 1983 and Washington DC Summer School in 1984, Vivian continued to support JSA through her own college years working as an office staffer and counselor for JSA’s summer programs, and has long attributed those experiences with creating the foundation for her own leadership and engagement skills. Vivian received her Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania and lives in the San Francisco Bay Area with her family.