Jeff Musell

Jeff Musell

Director of Multiple Employer Plan Sales

TIAA

Jeff Musell leads the sales efforts for Multiple Employer Plans (MEPs) at TIAA. Musell is based in Denver and helps clients in the nonprofit, education, government and healthcare market segments define their MEP strategy and narrative. He often serves as a front-line product expert for the TIAA community. Prior to joining TIAA, Jeff helped educate shareholders and participants on mutual funds options at Oppenheimer Funds and J.P. Morgan. He earned a Bachelor of Arts from Metropolitan University of Denver and is registered with FINRA for series 7 and 63. Musell also holds a Chartered Retirement Plan Specialist designation.

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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Complimentary Resource for NBOA Members: Operational Equity and Inclusion Inventory

A tool for independent school professionals to assess the inclusivity of operational policies and processes. Thirteen simple checklists allow school leaders to understand where the school is thriving and where they might improve.

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