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Caroline Puente Tucker, Director, Product Management, USAA Investments

Caroline Puente Tucker, director of product management at USAA Investments, leads a team responsible for investment product initiatives supporting the development, strategy, distribution, marketing and innovation of USAA Mutual Funds ($68B) and the USAA 529 College Savings Plan ($2B). She has more than 17 years of financial services experience and also serves as the relationship manager for Ascensus Investments, USAA's 529 program manager, and the Nevada's Treasurer's Office, USAA's 529 Plan State Sponsor.

Caroline holds a master's of business administration in finance from Our Lady of the Lake University in San Antonio, Texas, and a bachelor's of business administration in international business management from the University of Texas in San Antonio, Texas. Additionally, she obtained a master's certificate in innovation from the University of Texas, McCombs Business School & IC Institute in Austin, Texas.

Caroline holds Financial Industry Regulatory Authority (FINRA) Series 7, 63, 24, and 6 securities registrations. She is a Certified Product Manager (CPM) through the Association of International Product Marketing and Management.

529 Highlights:

  • During her five years as USAA's 529 College Savings Plan expert, USAA's 529 Plan AUM has grown an average of more than15 percent.
  • Assisted with the development of the USAA Education Savings Planner – which helps parents connect the estimated cost of college with college savings goals.
  • USAA's 529 Plan is a Morningstar Bronze-rated plan, ranked seventh in the ten-year performance category by savingforcollege.com and the 15th largest direct-sold Plan.
  • Spoke at the College Savings Foundation to share distribution strategies with the 529 Industry.

Investments provided by USAA Investment Management Company and USAA Financial Advisors Inc., both registered broker dealers. 04/15

 

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