James Scully

James Scully

Senior Manager, Relationship Manager

TIAA

James Scully is a senior relationship manager at TIIA, working with education and nonprofit organizations across Ohio, Pennsylvania and Indiana. Scully has dedicated his career to advocating for retirement and investment education, and continues to partner with employers to drive retirement readiness results for all. He earned a Bachelor of Arts from Cornell College and a Master’s in Business Administration in Finance at Grand Canyon University. He holds the FINRA Series 7, 66, 63 and 6 registrations, as well as maintains Life and Health and Variable Annuity licenses.

Online Courses

Past Webinars

  • Essential Considerations for Auxiliary Programs at Independent Schools This item is protected

    March 7, 2025
    Drawing on case studies, national trends and proven best practices, this session will address five key high-level factors to consider before investing in auxiliary programs.
  • Capital Advice on Facilities Planning: RFPs, Consulting, Opportunities This item is protected

    February 14, 2025
    A panel of school leaders will provide a behind-the-scenes look into the world of capital facilities and planning consultants, who serve independent schools in matters of planning, developing, funding and delivering capital projects.
  • Top Financial Mistakes & Control Deficiencies: Prevention and Solutions This item is protected

    February 3, 2025
    Learn the most common financial reporting mistakes and control deficiencies for independent schools. Gain insights into identifying, preventing and correcting these errors to enhance your school's financial health and operational efficiency.
  • Adapting Workforce Strategies for a Changing Landscape This item is protected

    January 17, 2025
    In a rapidly evolving work environment, independent schools face unique challenges in hiring, onboarding, and retaining top talent. Explore actionable strategies for leaders centering a culture of belonging throughout a workforce development lifecycle.
  • How to Save Your School Money with PurchasingPoint This item is protected

    December 6, 2024
    This webinar provides an overview of the PurchasingPoint program, tour of the PurchasingPoint portal and examples of vendor discounts and sign-up processes. Webinar recorded on November 7, 2024

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