TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
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TIAA-CREF Employees
Employee
Years
Job
Industry
Jeff Bouton Jeff Bouton's TIAA-CREF Experience December 2013 - Present
Job Business Analyst Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2013 - Present
MIAC June 2012 - August 2012
Skills
PowerPoint, Customer Service, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Carnegie Mellon University 2009 — 2013
Bachelor of Science (B.S.), Double Major in Business Administration (Finance Track) and Statistics
London School of Economics and Political Science 2011 — 2011
TIAA-CREF December 2013 - Present
MIAC June 2012 - August 2012
Skills
PowerPoint, Customer Service, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Carnegie Mellon University 2009 — 2013
Bachelor of Science (B.S.), Double Major in Business Administration (Finance Track) and Statistics
London School of Economics and Political Science 2011 — 2011
Keith Saboski Keith Saboski's TIAA-CREF Experience May 2011 - Present
Job
Industry Financial Services
Experience
TIAA-CREF May 2011 - Present
Skills
Project Management, Board Reporting, Mutual Fund Disclosure
Education
Capital College, Pennsylvania State University 2007 — 2010
Master of Business Administration (MBA)
First Time Home Buyer Review Course
Ken Zahn CFP Review Program
Pennsylvania College of Technology
Bachelor of Science (B.S.), Banking and Finance
Pennsylvania College of Technology
Bachelor of Science (B.S.), Business Administration
TIAA-CREF May 2011 - Present
Skills
Project Management, Board Reporting, Mutual Fund Disclosure
Education
Capital College, Pennsylvania State University 2007 — 2010
Master of Business Administration (MBA)
First Time Home Buyer Review Course
Ken Zahn CFP Review Program
Pennsylvania College of Technology
Bachelor of Science (B.S.), Banking and Finance
Pennsylvania College of Technology
Bachelor of Science (B.S.), Business Administration
Chas Weiss Chas Weiss's TIAA-CREF Experience July 1998 - August 2000
Job Executive Project Manager at Systech International
Industry Industrial Automation
Experience
Systech International July 2013 - Present
Broadridge January 2012 - June 2013
The CFW Consulting Group January 2012 - June 2013
Morgan Stanley Smith Barney July 2009 - December 2011
Morgan Stanley May 2007 - June 2009
GlassHouse Technologies January 2005 - May 2007
Dun & Bradstreet July 2004 - December 2004
Dow Jones & Co. August 2000 - February 2004
TIAA-CREF July 1998 - August 2000
Vanstar April 1997 - June 1998
Skills
Project Portfolio..., Program Management, Software Project..., Risk Management, Resource Allocation, Resource Management, Process Improvement, MS Project, Business Planning, PMP, PMO, SDLC, Vendor Management, IT Management, IT Strategy, Visio, Project Management, Strategic Planning, Manage Client..., Infrastructure Projects, Web Project Management, Offshore Project..., Issues Management, Risk Analysis, Risk Mitigation, Cost Reduction, Process Engineering, Efficiency Improvement, Operational Efficiency, MS Office Suite, PPM, Quality Center, Operations, PMI, SharePoint, Product Development, Cross-functional Team..., Communication Skills, Clarity, Internal & External..., Requirements Gathering, CRM, Quality Assurance, Strategy, Multi-disciplinary Teams, Interpersonal Skill, Follow Through, Data Center, Committed to...
Education
Ithaca College 1985 — 1987
BA, Computer Science/Math
Case Western Reserve University 1982 — 1984
Computer Engineering
Systech International July 2013 - Present
Broadridge January 2012 - June 2013
The CFW Consulting Group January 2012 - June 2013
Morgan Stanley Smith Barney July 2009 - December 2011
Morgan Stanley May 2007 - June 2009
GlassHouse Technologies January 2005 - May 2007
Dun & Bradstreet July 2004 - December 2004
Dow Jones & Co. August 2000 - February 2004
TIAA-CREF July 1998 - August 2000
Vanstar April 1997 - June 1998
Skills
Project Portfolio..., Program Management, Software Project..., Risk Management, Resource Allocation, Resource Management, Process Improvement, MS Project, Business Planning, PMP, PMO, SDLC, Vendor Management, IT Management, IT Strategy, Visio, Project Management, Strategic Planning, Manage Client..., Infrastructure Projects, Web Project Management, Offshore Project..., Issues Management, Risk Analysis, Risk Mitigation, Cost Reduction, Process Engineering, Efficiency Improvement, Operational Efficiency, MS Office Suite, PPM, Quality Center, Operations, PMI, SharePoint, Product Development, Cross-functional Team..., Communication Skills, Clarity, Internal & External..., Requirements Gathering, CRM, Quality Assurance, Strategy, Multi-disciplinary Teams, Interpersonal Skill, Follow Through, Data Center, Committed to...
Education
Ithaca College 1985 — 1987
BA, Computer Science/Math
Case Western Reserve University 1982 — 1984
Computer Engineering
Cynthia Ray Cynthia Ray's TIAA-CREF Experience 2013 - 2014
Job
Industry Insurance
Experience
TIAA-CREF 2013 - 2014
JPMorgan Chase 2012 - 2013
JPMorgan Chase 2004 - 2012
JPMorgan Chase 2000 - 2004
JPMorgan Chase 1998 - 2000
American General Finance 1995 - 1998
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Sales, Refinance, Consumer Lending, Leadership, Mortgage Underwriting, Lines Of Credit, Management, Credit, Residential Mortgages, Commercial Mortgages, Credit Analysis, FHA, Loss Mitigation, Underwriting, Cross Selling, Construction Loans, Loan Servicing, Banking, Leadership Development, Building Relationships, Partnership-building, Portfolio Management, Commercial Banking, Retail Banking, Loans, Growing Businesses, Managing Business Growth, Achieving Measurable..., Credit Risk, Incentive Programs, Workforce Management, Vendor Relationships, Workforce Development, Team Building, Situational Leadership, Team Leadership, Operations Management, Sales Operations, Cross-functional Team..., Organizational..., Mortgage Marketing, Marketing Strategy, Project Management, Executive Management, Sales Presentations, Presenting to Senior..., Public Speaking
Education
Cedarville University 1991 — 1995
Bachelor of Arts (BA), Business, Management
TIAA-CREF 2013 - 2014
JPMorgan Chase 2012 - 2013
JPMorgan Chase 2004 - 2012
JPMorgan Chase 2000 - 2004
JPMorgan Chase 1998 - 2000
American General Finance 1995 - 1998
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Sales, Refinance, Consumer Lending, Leadership, Mortgage Underwriting, Lines Of Credit, Management, Credit, Residential Mortgages, Commercial Mortgages, Credit Analysis, FHA, Loss Mitigation, Underwriting, Cross Selling, Construction Loans, Loan Servicing, Banking, Leadership Development, Building Relationships, Partnership-building, Portfolio Management, Commercial Banking, Retail Banking, Loans, Growing Businesses, Managing Business Growth, Achieving Measurable..., Credit Risk, Incentive Programs, Workforce Management, Vendor Relationships, Workforce Development, Team Building, Situational Leadership, Team Leadership, Operations Management, Sales Operations, Cross-functional Team..., Organizational..., Mortgage Marketing, Marketing Strategy, Project Management, Executive Management, Sales Presentations, Presenting to Senior..., Public Speaking
Education
Cedarville University 1991 — 1995
Bachelor of Arts (BA), Business, Management
Richard Egbert, MBA Richard Egbert, MBA's TIAA-CREF Experience June 2004 - May 2006
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs May 2015 - Present
Quantitative Management Associates LLC May 2006 - March 2015
TIAA-CREF June 2004 - May 2006
Neuberger Berman April 1997 - June 2004
Skills
Asset Management, Equities, Investments, Portfolio Management, Strategic Planning, Sales, Asset Managment, Marketing, Securities
Education
Centenary College 2011 — 2013
Master of Business Administration (M.B.A.)
The College of New Jersey 1992 — 1996
Bachelor of Business Management
Rutherford High School
Goldman Sachs May 2015 - Present
Quantitative Management Associates LLC May 2006 - March 2015
TIAA-CREF June 2004 - May 2006
Neuberger Berman April 1997 - June 2004
Skills
Asset Management, Equities, Investments, Portfolio Management, Strategic Planning, Sales, Asset Managment, Marketing, Securities
Education
Centenary College 2011 — 2013
Master of Business Administration (M.B.A.)
The College of New Jersey 1992 — 1996
Bachelor of Business Management
Rutherford High School
Karen Gilsdorf Karen Gilsdorf's TIAA-CREF Experience December 2012 - Present
Job Tax Accountant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2012 - Present
TIAA-CREF July 2011 - December 2012
Enterprise Rent-A-Car May 2007 - December 2010
Skills
Accounting, Tax, Financial Reporting, Financial Analysis, Internal Controls, Microsoft Excel, Microsoft Office, Tax Returns
Education
Cedarville University 2003 — 2007
Bachelor of Arts (B.A.), Accounting and Finance
TIAA-CREF December 2012 - Present
TIAA-CREF July 2011 - December 2012
Enterprise Rent-A-Car May 2007 - December 2010
Skills
Accounting, Tax, Financial Reporting, Financial Analysis, Internal Controls, Microsoft Excel, Microsoft Office, Tax Returns
Education
Cedarville University 2003 — 2007
Bachelor of Arts (B.A.), Accounting and Finance
Jack Snipes, CTFL Jack Snipes, CTFL's TIAA-CREF Experience November 2010 - Present
Job Senior Application Analyst at TIAACREF
Industry Computer Software
Experience
TIAA-CREF November 2010 - Present
TEKsystems November 2009 - October 2010
Z-Space Technologies, Inc. January 2009 - July 2009
Honeywell (Honeywell acquired Hand Held Products, Inc. 12/2007) May 2007 - January 2009
Hand Held Products, Inc. June 2003 - May 2007
Hand Held Products, Inc. March 2000 - June 2003
Hand Held Products, Inc. May 1997 - March 2000
Hand Held Products, Inc. December 1995 - May 1997
Skills
SDLC, C#, SQL, C++, Visual Basic, Testing, Microsoft SQL Server, Oracle, Troubleshooting, VB.NET, Databases, Operating Systems, Visual Studio, Windows, C, Software Documentation, Programming, VBScript, Software Development, Mobile Devices, SSIS, Visio, Requirements Analysis, .NET, HTML, Technical Support, Business Analysis, Wireless Networking, Analysis, SharePoint, XML, Agile Methodologies, Hardware, CSS, Unix, Integration, ASP.NET, CRM, Access, Software Project...
Education
International Software Testing Qualifications Board (ISTQB) 2008 — 2008
Certified Tester, Foundation Level (CTFL)
Central Piedmont Community College 1992 — 1992
Computer Engineering - Science
Central Piedmont Community College 1985 — 1987
Associate in Applied Science, Computer Engineering Technology
Central Piedmont Community College 1985 — 1987
Associate in Applied Science, Electronics Engineering Technology
TIAA-CREF November 2010 - Present
TEKsystems November 2009 - October 2010
Z-Space Technologies, Inc. January 2009 - July 2009
Honeywell (Honeywell acquired Hand Held Products, Inc. 12/2007) May 2007 - January 2009
Hand Held Products, Inc. June 2003 - May 2007
Hand Held Products, Inc. March 2000 - June 2003
Hand Held Products, Inc. May 1997 - March 2000
Hand Held Products, Inc. December 1995 - May 1997
Skills
SDLC, C#, SQL, C++, Visual Basic, Testing, Microsoft SQL Server, Oracle, Troubleshooting, VB.NET, Databases, Operating Systems, Visual Studio, Windows, C, Software Documentation, Programming, VBScript, Software Development, Mobile Devices, SSIS, Visio, Requirements Analysis, .NET, HTML, Technical Support, Business Analysis, Wireless Networking, Analysis, SharePoint, XML, Agile Methodologies, Hardware, CSS, Unix, Integration, ASP.NET, CRM, Access, Software Project...
Education
International Software Testing Qualifications Board (ISTQB) 2008 — 2008
Certified Tester, Foundation Level (CTFL)
Central Piedmont Community College 1992 — 1992
Computer Engineering - Science
Central Piedmont Community College 1985 — 1987
Associate in Applied Science, Computer Engineering Technology
Central Piedmont Community College 1985 — 1987
Associate in Applied Science, Electronics Engineering Technology
Melissa Frick Minick, MS, CFE, CFCI Melissa Frick Minick, MS, CFE, CFCI's TIAA-CREF Experience January 2014 - December 2014
Job Partner, Financial Crime Consulting Services
Industry Financial Services
Experience
Association of Certified Fraud Examiners (ACFE) August 2015 - Present
Marsh Minick PC, Financial Crime Consulting Services October 2013 - Present
Umpqua Bank December 2014 - August 2015
TIAA-CREF January 2014 - December 2014
Wells Fargo February 2011 - January 2014
Wells Fargo January 2010 - February 2011
Wells Fargo January 2008 - January 2010
Wells Fargo March 2007 - January 2008
Wells Fargo March 2005 - March 2007
Wells Fargo March 2003 - February 2005
Skills
Bank Secrecy Act, Certified Fraud Examiner, Banking, Loans, Credit, Retail Banking, Risk Management, Underwriting, Finance, Relationship Management, Financial Risk, Process Improvement, Call Centers, Business Analysis, Customer Service, Leadership, Vendor Management, SDLC, Analysis, Consumer Lending, Loan Origination, Internet Banking, Credit Risk, Credit Analysis, Lines Of Credit, Business Process..., Home Equity Lines of..., Credit Cards, Home Equity Loans, Operational Risk, Training, Customer Experience, Loss Mitigation, Cash Management, AML, Operational Risk..., Deposits, Branch Banking, Mortgage Banking, Fraud, Management, Due Diligence, Risk Assessment, Financial Analysis, Financial Services, Microsoft Office, Data Analysis, Microsoft Excel, Strategy, Anti Money Laundering
Education
Carlow University 2013 — 2014
Master of Science (MS), Fraud and Forensics
Eastern Oregon University 2009 — 2013
Bachelor of Science (BS), Business Admin: Management, Organization, and Leadership, Graduate Cum Laude
Association of Certified Fraud Examiners (ACFE) August 2015 - Present
Marsh Minick PC, Financial Crime Consulting Services October 2013 - Present
Umpqua Bank December 2014 - August 2015
TIAA-CREF January 2014 - December 2014
Wells Fargo February 2011 - January 2014
Wells Fargo January 2010 - February 2011
Wells Fargo January 2008 - January 2010
Wells Fargo March 2007 - January 2008
Wells Fargo March 2005 - March 2007
Wells Fargo March 2003 - February 2005
Skills
Bank Secrecy Act, Certified Fraud Examiner, Banking, Loans, Credit, Retail Banking, Risk Management, Underwriting, Finance, Relationship Management, Financial Risk, Process Improvement, Call Centers, Business Analysis, Customer Service, Leadership, Vendor Management, SDLC, Analysis, Consumer Lending, Loan Origination, Internet Banking, Credit Risk, Credit Analysis, Lines Of Credit, Business Process..., Home Equity Lines of..., Credit Cards, Home Equity Loans, Operational Risk, Training, Customer Experience, Loss Mitigation, Cash Management, AML, Operational Risk..., Deposits, Branch Banking, Mortgage Banking, Fraud, Management, Due Diligence, Risk Assessment, Financial Analysis, Financial Services, Microsoft Office, Data Analysis, Microsoft Excel, Strategy, Anti Money Laundering
Education
Carlow University 2013 — 2014
Master of Science (MS), Fraud and Forensics
Eastern Oregon University 2009 — 2013
Bachelor of Science (BS), Business Admin: Management, Organization, and Leadership, Graduate Cum Laude
Bryan Labadia Bryan Labadia's TIAA-CREF Experience August 2013 - Present
Job Individual Consultant
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
Retirement Clearinghouse September 2010 - August 2013
Boehringer Ingelheim May 2006 - September 2008
Education
Central Connecticut State University 2007 — 2010
BS Marketing, Marketing
University of North Carolina at Charlotte 2005 — 2007
History
TIAA-CREF August 2013 - Present
Retirement Clearinghouse September 2010 - August 2013
Boehringer Ingelheim May 2006 - September 2008
Education
Central Connecticut State University 2007 — 2010
BS Marketing, Marketing
University of North Carolina at Charlotte 2005 — 2007
History
Raymond Durant, MBA, CRPC®, Raymond Durant, MBA, CRPC®,'s TIAA-CREF Experience May 2015 - Present
Job Sales Strategist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
TIAA-CREF July 2012 - Present
Key Investment Services August 2009 - July 2012
JPMorgan Chase October 2007 - August 2009
Education
Le Moyne College 2006 — 2009
Master of Business Administration (M.B.A.)
Cazenovia College 2001 — 2005
Bachelors of Science, Management
TIAA-CREF May 2015 - Present
TIAA-CREF July 2012 - Present
Key Investment Services August 2009 - July 2012
JPMorgan Chase October 2007 - August 2009
Education
Le Moyne College 2006 — 2009
Master of Business Administration (M.B.A.)
Cazenovia College 2001 — 2005
Bachelors of Science, Management
Anthony Seyler Anthony Seyler's TIAA-CREF Experience June 2014 - Present
Job Sr. Business Analyst at TIAACREF
Industry Insurance
Experience
TIAA-CREF June 2014 - Present
TIAA-CREF December 2012 - June 2014
TIAA-CREF January 2009 - December 2012
TIAA-CREF August 2005 - December 2008
TIAA-CREF August 2005 - December 2008
TIAA-CREF August 2005 - December 2008
TIAA-CREF November 2004 - August 2005
TIAA-CREF November 2004 - August 2005
TIAA-CREF July 2000 - November 2004
TIAA-CREF July 2000 - November 2004
Skills
Windows Server 2003, Windows Server 2008, Windows Server, 2008 R2, SDLC, System Deployment, Technical Support, Servers, Security, Firewalls, Testing, Disaster Recovery, Troubleshooting, System Administration, Networking, Help Desk Support, Hardware, Access, Server Administration, Active Directory, XP, Oracle, Windows XP, Network Administration
Education
LaSalle Academy 1978 — 1982
Lasalle Academy 1978 — 1982
degree; High School Diploma, Business Administration
Central Piedmont Community College
Ad, Business
Lasalle Academy
degree; High School Diploma, Business Administration
TIAA-CREF June 2014 - Present
TIAA-CREF December 2012 - June 2014
TIAA-CREF January 2009 - December 2012
TIAA-CREF August 2005 - December 2008
TIAA-CREF August 2005 - December 2008
TIAA-CREF August 2005 - December 2008
TIAA-CREF November 2004 - August 2005
TIAA-CREF November 2004 - August 2005
TIAA-CREF July 2000 - November 2004
TIAA-CREF July 2000 - November 2004
Skills
Windows Server 2003, Windows Server 2008, Windows Server, 2008 R2, SDLC, System Deployment, Technical Support, Servers, Security, Firewalls, Testing, Disaster Recovery, Troubleshooting, System Administration, Networking, Help Desk Support, Hardware, Access, Server Administration, Active Directory, XP, Oracle, Windows XP, Network Administration
Education
LaSalle Academy 1978 — 1982
Lasalle Academy 1978 — 1982
degree; High School Diploma, Business Administration
Central Piedmont Community College
Ad, Business
Lasalle Academy
degree; High School Diploma, Business Administration
Vladimir Kostek Vladimir Kostek's TIAA-CREF Experience May 2012 - Present
Job Business Management Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Mclaren Automotive June 2011 - August 2011
STILE BERTONE May 2009 - August 2009
Porsche April 2007 - June 2007
Skills
Catia, Alias Studio Tools, Microsoft Office, CAD, Product Design, Automotive, Solidworks, Vehicles, Industrial Design, AutoCAD, Automobile, Engineering, Automotive Design, Microsoft Excel, Sketchbook Pro, Data Analysis, PowerPoint, Research, Project Management, Analysis
Education
Carnegie Mellon University 2008 — 2012
Bachelor of Science (BS), Mechanical Engineering
St Louis University Madrid 2010 — 2011
Minor in Hispanic Studies
TIAA-CREF May 2012 - Present
Mclaren Automotive June 2011 - August 2011
STILE BERTONE May 2009 - August 2009
Porsche April 2007 - June 2007
Skills
Catia, Alias Studio Tools, Microsoft Office, CAD, Product Design, Automotive, Solidworks, Vehicles, Industrial Design, AutoCAD, Automobile, Engineering, Automotive Design, Microsoft Excel, Sketchbook Pro, Data Analysis, PowerPoint, Research, Project Management, Analysis
Education
Carnegie Mellon University 2008 — 2012
Bachelor of Science (BS), Mechanical Engineering
St Louis University Madrid 2010 — 2011
Minor in Hispanic Studies
Steve Hannaford Steve Hannaford's TIAA-CREF Experience October 2005 - August 2008
Job Short Sale Director at Significa Corporation
Industry Financial Services
Experience
Significa Corporation August 2012 - Present
Keller Williams Realty April 2011 - Present
Various Contracts September 2008 - Present
Allen Tate Realtors May 2009 - April 2011
TIAA-CREF October 2005 - August 2008
Merrill Lynch May 2003 - October 2005
Deutsche Bank October 2001 - April 2003
Merrill Lynch May 2000 - October 2001
Real Time Financial Management October 1998 - May 2000
Merrill Lynch May 1991 - October 1998
Skills
Process Engineering, Project Management, Application Architecture, Budgets, Leadership, Strategy, Team Leadership, CRM, Enterprise Architecture, Workflow Management, Communication, Real Estate Negotiating, Software Development, Business Analysis
Education
Carleton College 1978 — 1982
Bachelor of Arts, Music
Significa Corporation August 2012 - Present
Keller Williams Realty April 2011 - Present
Various Contracts September 2008 - Present
Allen Tate Realtors May 2009 - April 2011
TIAA-CREF October 2005 - August 2008
Merrill Lynch May 2003 - October 2005
Deutsche Bank October 2001 - April 2003
Merrill Lynch May 2000 - October 2001
Real Time Financial Management October 1998 - May 2000
Merrill Lynch May 1991 - October 1998
Skills
Process Engineering, Project Management, Application Architecture, Budgets, Leadership, Strategy, Team Leadership, CRM, Enterprise Architecture, Workflow Management, Communication, Real Estate Negotiating, Software Development, Business Analysis
Education
Carleton College 1978 — 1982
Bachelor of Arts, Music
Angela Genzale Angela Genzale's TIAA-CREF Experience September 2011 - April 2012
Job Senior Relationship Manager Assurance IT at PwC
Industry Information Technology and Services
Experience
PwC August 2015 - Present
PwC July 2013 - July 2015
PwC April 2012 - June 2013
TIAA-CREF September 2011 - April 2012
PwC July 2010 - September 2011
PwC July 2007 - June 2010
United States Navy August 1999 - June 2001
Skills
ACL, Risk Management, Internal Audit, Process Improvement, Internal Controls, Data Analysis, Analysis, Accounting, Business Analysis, Access, Microsoft Excel, Risk Assessment, Access Lists, Assurance, Auditing, Committed to..., Data Analytics, Financial Reporting, Fraud, Helping Clients Succeed, SAS70, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
B.S., Accounting
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
B.S.B.A., Management Information Systems
Central Piedmont Community College 2004 — 2005
Associate in Arts
PwC August 2015 - Present
PwC July 2013 - July 2015
PwC April 2012 - June 2013
TIAA-CREF September 2011 - April 2012
PwC July 2010 - September 2011
PwC July 2007 - June 2010
United States Navy August 1999 - June 2001
Skills
ACL, Risk Management, Internal Audit, Process Improvement, Internal Controls, Data Analysis, Analysis, Accounting, Business Analysis, Access, Microsoft Excel, Risk Assessment, Access Lists, Assurance, Auditing, Committed to..., Data Analytics, Financial Reporting, Fraud, Helping Clients Succeed, SAS70, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
B.S., Accounting
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
B.S.B.A., Management Information Systems
Central Piedmont Community College 2004 — 2005
Associate in Arts
Emily Gallimore's TIAA-CREF Experience August 2014 - Present
Job New Account Coordinator at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
EPS Settlements Group August 2007 - August 2014
Gymboree September 2005 - May 2006
Atlantic Towers April 2005 - August 2005
Skills
Structured Settlements, Workers Compensation, Liability, Insurance, Customer Service, Management, Public Speaking
Education
Gordon Conwell Theological Seminary 2007 — 2011
Biblical Studies
University of North Carolina at Wilmington 2004 — 2007
BA, Philosophy & Religion
Carson-Newman College 2004 — 2004
TIAA-CREF August 2014 - Present
EPS Settlements Group August 2007 - August 2014
Gymboree September 2005 - May 2006
Atlantic Towers April 2005 - August 2005
Skills
Structured Settlements, Workers Compensation, Liability, Insurance, Customer Service, Management, Public Speaking
Education
Gordon Conwell Theological Seminary 2007 — 2011
Biblical Studies
University of North Carolina at Wilmington 2004 — 2007
BA, Philosophy & Religion
Carson-Newman College 2004 — 2004
Trish Kawa Trish Kawa's TIAA-CREF Experience July 2009 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2009 - Present
Bank of America May 2007 - January 2009
The Hartford October 2005 - May 2007
The Hartford July 2004 - October 2005
Education
Central Connecticut State University 2002 — 2004
Bachelors, Marketing
Pfeiffer University
MBA
TIAA-CREF July 2009 - Present
Bank of America May 2007 - January 2009
The Hartford October 2005 - May 2007
The Hartford July 2004 - October 2005
Education
Central Connecticut State University 2002 — 2004
Bachelors, Marketing
Pfeiffer University
MBA
Mark Peloquin Mark Peloquin's TIAA-CREF Experience September 2013 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
PNC Wealth Management April 2011 - September 2013
PNC Bank June 2009 - April 2011
T. Rowe Price April 2007 - June 2009
Legg Mason 2002 - 2007
Skills
Customer Service, Strategic Planning, Budgets, Series 7, Series 66, Retirement Planning, Finance, Asset Allocation, Asset Management, Banking, Financial Advisory, Financial Analysis, Financial Services, Insurance, Investments, Management, Mutual Funds, Portfolio Management, Sales, Uniform Combined State..., Wealth Management
Education
University of Baltimore 1990 — 1993
Bachelor of Science (B.S.), Business Management
Catonsville Community College 1987 — 1990
Associate of Arts (A.A.), Business Administration
TIAA-CREF September 2013 - Present
PNC Wealth Management April 2011 - September 2013
PNC Bank June 2009 - April 2011
T. Rowe Price April 2007 - June 2009
Legg Mason 2002 - 2007
Skills
Customer Service, Strategic Planning, Budgets, Series 7, Series 66, Retirement Planning, Finance, Asset Allocation, Asset Management, Banking, Financial Advisory, Financial Analysis, Financial Services, Insurance, Investments, Management, Mutual Funds, Portfolio Management, Sales, Uniform Combined State..., Wealth Management
Education
University of Baltimore 1990 — 1993
Bachelor of Science (B.S.), Business Management
Catonsville Community College 1987 — 1990
Associate of Arts (A.A.), Business Administration
Jerry Boger Jerry Boger's TIAA-CREF Experience July 2012 - Present
Job Sr Systems Administrator (NetApp) at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2012 - Present
Lowe's Home Improvement November 2010 - July 2012
Inmar September 2006 - November 2010
Piedmont Technology Solutions, Inc January 2006 - July 2006
B/E Aerospace 2006 - 2006
Hickory Springs Manufacturing Company 2000 - 2006
Lowe's Home Improvement June 1996 - June 2000
BELL, SELTZER January 1990 - January 1996
RESEARCH MANAGEMENT CORPORATION January 1987 - January 1990
SWL, Inc January 1984 - January 1987
Skills
Clariion, DMX, Brocade, SAN, NetApp, Storage, Storage Area Networks, Replication, Servers, VMware ESX, NAS, Storage Architecture, Data Domain, Cisco MDS SAN switches, RecoverPoint, EMC Replication Manager, EMC VNX, EMC Storage, VPN, Cisco UCS, WAN, Networking, Active Directory, VMware, Disaster Recovery, Hardware, Data Center, AIX, CommVault, Netbackup, Windows Server, Citrix, Fibre Channel, TSM, Business Continuity, Virtualization, Troubleshooting, Storage Virtualization, Enterprise Storage, iSCSI, VMware Infrastructure, High Availability, NetApp Filers, Technical Support, Symmetrix, vSphere, Storage Management, Cisco Technologies, HP, Hyper-V
Education
Central Piedmont Community College 1993 — 1995
MIS
South Iredell High 1976 — 1979
TIAA-CREF July 2012 - Present
Lowe's Home Improvement November 2010 - July 2012
Inmar September 2006 - November 2010
Piedmont Technology Solutions, Inc January 2006 - July 2006
B/E Aerospace 2006 - 2006
Hickory Springs Manufacturing Company 2000 - 2006
Lowe's Home Improvement June 1996 - June 2000
BELL, SELTZER January 1990 - January 1996
RESEARCH MANAGEMENT CORPORATION January 1987 - January 1990
SWL, Inc January 1984 - January 1987
Skills
Clariion, DMX, Brocade, SAN, NetApp, Storage, Storage Area Networks, Replication, Servers, VMware ESX, NAS, Storage Architecture, Data Domain, Cisco MDS SAN switches, RecoverPoint, EMC Replication Manager, EMC VNX, EMC Storage, VPN, Cisco UCS, WAN, Networking, Active Directory, VMware, Disaster Recovery, Hardware, Data Center, AIX, CommVault, Netbackup, Windows Server, Citrix, Fibre Channel, TSM, Business Continuity, Virtualization, Troubleshooting, Storage Virtualization, Enterprise Storage, iSCSI, VMware Infrastructure, High Availability, NetApp Filers, Technical Support, Symmetrix, vSphere, Storage Management, Cisco Technologies, HP, Hyper-V
Education
Central Piedmont Community College 1993 — 1995
MIS
South Iredell High 1976 — 1979
Maureen Thomas, PMP® Maureen Thomas, PMP®'s TIAA-CREF Experience January 2011 - August 2011
Job Sr. IT Project Manager, PMP
Industry Information Technology and Services
Experience
TIAA-CREF January 2011 - August 2011
TIAA-CREF May 2009 - August 2011
Sungard Consulting Services August 2006 - December 2009
Wachovia, A Wells Fargo Company 1996 - 2006
First Union National Bank January 2005 - December 2005
First Union National Bank 1996 - 1998
First Union National Bank 1991 - 1996
First National Bank of Toms River 1988 - 1991
Skills
Certified Project..., Program Management, Technical Leadership, Virtual Teams, MS Office Suite, SharePoint, MS Project, Clarity, Visio, International Business, Entrepreneurial..., Non-profit Consulting, Project Portfolio..., Software Project..., Project Planning, Project Finance, Project Coordination, Project Execution, Project Delivery, Project Implementation, Website Development, Multi-cultural Teams, Process Optimization, Data Warehousing, Capacity Planning, E-commerce, Internet Banking, Mergers, Hosting Solutions, Self Driven, Cultural Diversity, Executive Coaching, Optimization, Business Continuity, Disaster Recovery, Disaster Preparedness, Board Presentations, Web Presence, Epic Systems, Meaningful Use (CMS EHR...
Education
Carnegie Mellon University 1983 — 1986
B.S., Decision & Information Systems with concentration in Computer Science
Corporate Coach U
Business and executive coach training
TIAA-CREF January 2011 - August 2011
TIAA-CREF May 2009 - August 2011
Sungard Consulting Services August 2006 - December 2009
Wachovia, A Wells Fargo Company 1996 - 2006
First Union National Bank January 2005 - December 2005
First Union National Bank 1996 - 1998
First Union National Bank 1991 - 1996
First National Bank of Toms River 1988 - 1991
Skills
Certified Project..., Program Management, Technical Leadership, Virtual Teams, MS Office Suite, SharePoint, MS Project, Clarity, Visio, International Business, Entrepreneurial..., Non-profit Consulting, Project Portfolio..., Software Project..., Project Planning, Project Finance, Project Coordination, Project Execution, Project Delivery, Project Implementation, Website Development, Multi-cultural Teams, Process Optimization, Data Warehousing, Capacity Planning, E-commerce, Internet Banking, Mergers, Hosting Solutions, Self Driven, Cultural Diversity, Executive Coaching, Optimization, Business Continuity, Disaster Recovery, Disaster Preparedness, Board Presentations, Web Presence, Epic Systems, Meaningful Use (CMS EHR...
Education
Carnegie Mellon University 1983 — 1986
B.S., Decision & Information Systems with concentration in Computer Science
Corporate Coach U
Business and executive coach training
Tim Sanford, PMP® Tim Sanford, PMP®'s TIAA-CREF Experience September 2010 - April 2012
Job Business Process Consultant at Wells Fargo Capital Finance
Industry Information Technology and Services
Experience
Wells Fargo Capital Finance May 2012 - Present
Red Bridge Consulting Group August 2009 - February 2013
TIAA-CREF September 2010 - April 2012
Wells Fargo August 2009 - September 2010
TIAA-CREF July 2006 - August 2009
Keane 1998 - August 2009
Wachovia June 1998 - June 2006
HBO and Company June 1993 - June 1998
Independent Electric Supply 1984 - 1993
Skills
Software Project..., Business Analysis, Software Quality..., Data Conversion, Testing, Quality Center, Requirements Analysis, Requirements Gathering, Project Facilitation, Agile Project Management, Scrum, Quality Assurance, Project Management, Mainframe, Enterprise Architecture, SDLC, Process Improvement, Waterfall, Agile Methodologies, PMO, ITIL, User Acceptance Testing, Business Process, Business Process..., IT Strategy, PMP, Program Management, Vendor Management, Enterprise Software, Software Development, SharePoint, Visio, HP Quality Center
Education
Central Piedmont Community College 1990 — 1994
AAS
University of North Carolina at Chapel Hill 1977 — 1981
BSBA
Wells Fargo Capital Finance May 2012 - Present
Red Bridge Consulting Group August 2009 - February 2013
TIAA-CREF September 2010 - April 2012
Wells Fargo August 2009 - September 2010
TIAA-CREF July 2006 - August 2009
Keane 1998 - August 2009
Wachovia June 1998 - June 2006
HBO and Company June 1993 - June 1998
Independent Electric Supply 1984 - 1993
Skills
Software Project..., Business Analysis, Software Quality..., Data Conversion, Testing, Quality Center, Requirements Analysis, Requirements Gathering, Project Facilitation, Agile Project Management, Scrum, Quality Assurance, Project Management, Mainframe, Enterprise Architecture, SDLC, Process Improvement, Waterfall, Agile Methodologies, PMO, ITIL, User Acceptance Testing, Business Process, Business Process..., IT Strategy, PMP, Program Management, Vendor Management, Enterprise Software, Software Development, SharePoint, Visio, HP Quality Center
Education
Central Piedmont Community College 1990 — 1994
AAS
University of North Carolina at Chapel Hill 1977 — 1981
BSBA
Patrick Ivins Patrick Ivins's TIAA-CREF Experience January 2012 - Present
Job Senior Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2012 - Present
Concord Advisory Group November 2007 - May 2011
Aon Consulting February 2005 - November 2007
Transaction Publishers December 2003 - February 2005
Skills
Asset Management, Asset Allocation
Education
Carnegie Mellon University 1999 — 2003
BS, Mathematical Sciences
TIAA-CREF January 2012 - Present
Concord Advisory Group November 2007 - May 2011
Aon Consulting February 2005 - November 2007
Transaction Publishers December 2003 - February 2005
Skills
Asset Management, Asset Allocation
Education
Carnegie Mellon University 1999 — 2003
BS, Mathematical Sciences
Jyoti Joshi's TIAA-CREF Experience June 2010 - April 2014
Job Finance Manager at American Express
Industry Financial Services
Experience
American Express April 2014 - Present
TIAA-CREF June 2010 - April 2014
Barclays Capital September 2008 - May 2010
Lehman Brothers June 2008 - September 2008
Skills
Equities, Financial Modeling, Valuation, Equity Research, Bloomberg, Equity Valuation, Mutual Funds, Fixed Income, Capital Markets, Portfolio Management
Education
Carnegie Mellon University 2004 — 2008
BSBA, Finance
Carnegie Mellon University - Tepper School of Business 2004 — 2008
BS in Business, Finance
American Express April 2014 - Present
TIAA-CREF June 2010 - April 2014
Barclays Capital September 2008 - May 2010
Lehman Brothers June 2008 - September 2008
Skills
Equities, Financial Modeling, Valuation, Equity Research, Bloomberg, Equity Valuation, Mutual Funds, Fixed Income, Capital Markets, Portfolio Management
Education
Carnegie Mellon University 2004 — 2008
BSBA, Finance
Carnegie Mellon University - Tepper School of Business 2004 — 2008
BS in Business, Finance
Mark (Yong) Zheng, CFA, FRM Mark (Yong) Zheng, CFA, FRM's TIAA-CREF Experience October 2013 - Present
Job Quantitative Portfolio Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
TIAA-CREF July 2010 - October 2013
CH2M HILL July 2007 - July 2010
Skills
Process Improvement, Data Analysis, VBA, Process Engineering, Process Simulation, Bloomberg, Process Optimization, Microsoft Excel, Financial Modeling, Microsoft Office, Financial Analysis, Financial Risk, Due Diligence, Investments, Project Planning, Agency MBS, Structured Finance, Asset Management, SQL, Capital Markets, Fixed Income, MBS, Analysis, Valuation
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2018
Master of Science, Computational Finance
The Cooper Union for the Advancement of Science and Art 2006 — 2007
Master of Engineering, Engineering
The Cooper Union for the Advancement of Science and Art 2002 — 2006
Bachelor of Engineering, Chemical Engineering
TIAA-CREF October 2013 - Present
TIAA-CREF July 2010 - October 2013
CH2M HILL July 2007 - July 2010
Skills
Process Improvement, Data Analysis, VBA, Process Engineering, Process Simulation, Bloomberg, Process Optimization, Microsoft Excel, Financial Modeling, Microsoft Office, Financial Analysis, Financial Risk, Due Diligence, Investments, Project Planning, Agency MBS, Structured Finance, Asset Management, SQL, Capital Markets, Fixed Income, MBS, Analysis, Valuation
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2018
Master of Science, Computational Finance
The Cooper Union for the Advancement of Science and Art 2006 — 2007
Master of Engineering, Engineering
The Cooper Union for the Advancement of Science and Art 2002 — 2006
Bachelor of Engineering, Chemical Engineering
Lance Tukell's TIAA-CREF Experience November 2011 - March 2013
Job VP Learning & Development at Axis Capital
Industry Human Resources
Experience
Axis Capital April 2013 - Present
TIAA-CREF November 2011 - March 2013
AIG May 2010 - November 2011
Chartis Insurance October 2008 - July 2010
AIG June 2008 - October 2008
Canon USA September 2002 - June 2008
National Institutes of Health / Tiranoff Productions 1999 - 2002
Reliable Health Systems 1985 - 1999
Skills
Organizational..., Talent Management, Performance Management, Leadership Development, Strategy, Change Management, Training, Employee Engagement, Consulting, Human Resources, Program Management, Curriculum Development, Mergers & Acquisitions, Succession Planning, Leadership, Mergers, Organizational..., Management, Coaching, E-Learning, Presentations, Workshop Facilitation, Team Building, Competency Modeling
Education
Capella University 2004 — 2007
MS, Adult Education
New York University
Multimedia Production
Touro College
BS, Computer Science
Axis Capital April 2013 - Present
TIAA-CREF November 2011 - March 2013
AIG May 2010 - November 2011
Chartis Insurance October 2008 - July 2010
AIG June 2008 - October 2008
Canon USA September 2002 - June 2008
National Institutes of Health / Tiranoff Productions 1999 - 2002
Reliable Health Systems 1985 - 1999
Skills
Organizational..., Talent Management, Performance Management, Leadership Development, Strategy, Change Management, Training, Employee Engagement, Consulting, Human Resources, Program Management, Curriculum Development, Mergers & Acquisitions, Succession Planning, Leadership, Mergers, Organizational..., Management, Coaching, E-Learning, Presentations, Workshop Facilitation, Team Building, Competency Modeling
Education
Capella University 2004 — 2007
MS, Adult Education
New York University
Multimedia Production
Touro College
BS, Computer Science
Scott Bucholtz Scott Bucholtz's TIAA-CREF Experience January 2014 - Present
Job Relationship Marketing Manager at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF January 2014 - Present
Nationwide Financial October 2010 - January 2014
Nationwide Financial January 2008 - October 2010
Nationwide Retirement Plans 401(k) January 2003 - 2007
Nationwide Agency Financial Marketing 2000 - 2003
Skills
Project Management, Digital Marketing, Marketing, Integrated Marketing, Creative Direction, Marketing Communications, Management, Program Management, Email Marketing, Newsletters, Web Development, User Experience, Editing, Brochures, Sales
Education
Capital University - School of Management 2003 — 2005
MBA
The Ohio State University Fisher College of Business 1989 — 1993
Finance
Grove City 1984 — 1988
TIAA-CREF January 2014 - Present
Nationwide Financial October 2010 - January 2014
Nationwide Financial January 2008 - October 2010
Nationwide Retirement Plans 401(k) January 2003 - 2007
Nationwide Agency Financial Marketing 2000 - 2003
Skills
Project Management, Digital Marketing, Marketing, Integrated Marketing, Creative Direction, Marketing Communications, Management, Program Management, Email Marketing, Newsletters, Web Development, User Experience, Editing, Brochures, Sales
Education
Capital University - School of Management 2003 — 2005
MBA
The Ohio State University Fisher College of Business 1989 — 1993
Finance
Grove City 1984 — 1988
Kelly L. Carter Kelly L. Carter's TIAA-CREF Experience October 2009 - April 2013
Job Content manager, proposal writer, editor, communications, Web design, compliance
Industry Medical Practice
Experience
Healthstat, Inc. May 2014 - Present
LPL Financial April 2013 - April 2014
TIAA-CREF October 2009 - April 2013
Evergreen Investments August 2007 - October 2009
Bank of America April 2006 - August 2007
Wachovia Bank, N.A. August 2004 - March 2006
Bank of America January 2003 - July 2004
First Union National Bank June 1995 - December 2002
Skills
Asset Managment, Defined Contribution, Financial Services, Proposal Writing, Equities, Fixed Income, Alternative Investments, Editing, Microsoft Office 2010:..., Process Improvement
Education
The Art Institute of Pittsburgh-Online Division 2013 — 2015
Diploma, Web Design & Development, Maintained 3.81 - 4.0 GPA
Central Piedmont Community College 1999 — 2000
Drama and Dramatics/Theatre Arts, General
Towson University 1987 — 1987
General Studies
The Medix School 1983 — 1983
Certificate, Medical Transcription/Transcriptionist
Towson University 1982 — 1982
Elementary Education and Teaching
Franklin High
Healthstat, Inc. May 2014 - Present
LPL Financial April 2013 - April 2014
TIAA-CREF October 2009 - April 2013
Evergreen Investments August 2007 - October 2009
Bank of America April 2006 - August 2007
Wachovia Bank, N.A. August 2004 - March 2006
Bank of America January 2003 - July 2004
First Union National Bank June 1995 - December 2002
Skills
Asset Managment, Defined Contribution, Financial Services, Proposal Writing, Equities, Fixed Income, Alternative Investments, Editing, Microsoft Office 2010:..., Process Improvement
Education
The Art Institute of Pittsburgh-Online Division 2013 — 2015
Diploma, Web Design & Development, Maintained 3.81 - 4.0 GPA
Central Piedmont Community College 1999 — 2000
Drama and Dramatics/Theatre Arts, General
Towson University 1987 — 1987
General Studies
The Medix School 1983 — 1983
Certificate, Medical Transcription/Transcriptionist
Towson University 1982 — 1982
Elementary Education and Teaching
Franklin High
Julie Csernica Julie Csernica's TIAA-CREF Experience May 2015 - Present
Job Project Management Professional, LEED Green Associate
Industry Management Consulting
Experience
TIAA-CREF May 2015 - Present
SPX Corporation August 2014 - December 2014
Duke Energy Corporation, Project Management Center of Excellence (PMO) August 2013 - August 2014
Lupus Foundation of America - Piedmont Chapter January 2009 - December 2013
Wells Fargo Corporate Property Group January 2012 - July 2013
New Horizons Computer Learning Center of Charlotte NC December 2009 - January 2011
ProForma ProfitLink July 2007 - September 2008
McIntyreSales Inc September 2006 - May 2007
UAV Entertainment September 2003 - May 2006
Panasonic March 2002 - June 2003
Skills
Organizational Structure, Decision Making Skills, Budget Tracking, Time Management, MS Project, Project Planning, Project Implementation, Project Coordination, MS Office Suite, Business Communications, Training & Development, Problem Solving, Stakeholder Relations, Scope Management, Quality Management, Cost Analysis, Integration, Schedule Development, Risk Analysis, Risk Mitigation, Process Improvement, Data Analysis, Project Management, LEED projects, LEED Green Associate, Budgets, Risk Management, Microsoft Office, Employee Training, Vendor Management, Cost Benefit, SharePoint, Training, Marketing Strategy, Leadership, Event Planning, PMP, Change Management, Program Management, Proposal Writing, Outlook, Fundraising, Sales Operations, Product Management, Business Process..., Team Building, PMO, Access, LEED Accredited, Team Leadership
Education
University of Maryland University College- Misawa, Japan 1996 — 1998
BS, Business and Management
Central Piedmont Community College 2011 — 2011
PMP certification, Project Management Plus Certification Program
TIAA-CREF May 2015 - Present
SPX Corporation August 2014 - December 2014
Duke Energy Corporation, Project Management Center of Excellence (PMO) August 2013 - August 2014
Lupus Foundation of America - Piedmont Chapter January 2009 - December 2013
Wells Fargo Corporate Property Group January 2012 - July 2013
New Horizons Computer Learning Center of Charlotte NC December 2009 - January 2011
ProForma ProfitLink July 2007 - September 2008
McIntyreSales Inc September 2006 - May 2007
UAV Entertainment September 2003 - May 2006
Panasonic March 2002 - June 2003
Skills
Organizational Structure, Decision Making Skills, Budget Tracking, Time Management, MS Project, Project Planning, Project Implementation, Project Coordination, MS Office Suite, Business Communications, Training & Development, Problem Solving, Stakeholder Relations, Scope Management, Quality Management, Cost Analysis, Integration, Schedule Development, Risk Analysis, Risk Mitigation, Process Improvement, Data Analysis, Project Management, LEED projects, LEED Green Associate, Budgets, Risk Management, Microsoft Office, Employee Training, Vendor Management, Cost Benefit, SharePoint, Training, Marketing Strategy, Leadership, Event Planning, PMP, Change Management, Program Management, Proposal Writing, Outlook, Fundraising, Sales Operations, Product Management, Business Process..., Team Building, PMO, Access, LEED Accredited, Team Leadership
Education
University of Maryland University College- Misawa, Japan 1996 — 1998
BS, Business and Management
Central Piedmont Community College 2011 — 2011
PMP certification, Project Management Plus Certification Program
Stacy Denton Stacy Denton's TIAA-CREF Experience March 2007 - December 2008
Job Business Systems Consultant for Wholesale Technology Services at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Investments October 2010 - Present
Hometown Heroes Children's Charity August 2005 - Present
The Keziah-Jones Foundation, Inc. February 2014 - December 2014
Technisource January 2010 - October 2010
TIAA-CREF March 2007 - December 2008
Wachovia, A Wells Fargo Company March 1998 - March 2006
Carolinas Healthcare System October 1986 - October 1997
Skills
Data Migration, SharePoint, Microsoft Office, SDLC, Vendor Management, PeopleSoft, Visio, Sarbanes-Oxley Act, MS Project, Databases, Clarity, ITIL, Quality Assurance, Project Management, Business Analysis, Business Process, Software Documentation, Analysis, Management, Leadership
Education
EXIN 2011 — 2011
Certification, ITIL Foundation
Wachovia Learning Connection 1999 — 2006
CEU, Leadership and IT Operational Management
Central Piedmont Community College 1989 — 1994
Communications, Undergraduate Studies
Global Knowledge - APMG ITIL RCV
Certification - ITIL RCV, IT Release, Control and Validation Principles and Framwork
Wells Fargo Investments October 2010 - Present
Hometown Heroes Children's Charity August 2005 - Present
The Keziah-Jones Foundation, Inc. February 2014 - December 2014
Technisource January 2010 - October 2010
TIAA-CREF March 2007 - December 2008
Wachovia, A Wells Fargo Company March 1998 - March 2006
Carolinas Healthcare System October 1986 - October 1997
Skills
Data Migration, SharePoint, Microsoft Office, SDLC, Vendor Management, PeopleSoft, Visio, Sarbanes-Oxley Act, MS Project, Databases, Clarity, ITIL, Quality Assurance, Project Management, Business Analysis, Business Process, Software Documentation, Analysis, Management, Leadership
Education
EXIN 2011 — 2011
Certification, ITIL Foundation
Wachovia Learning Connection 1999 — 2006
CEU, Leadership and IT Operational Management
Central Piedmont Community College 1989 — 1994
Communications, Undergraduate Studies
Global Knowledge - APMG ITIL RCV
Certification - ITIL RCV, IT Release, Control and Validation Principles and Framwork
Brandon J Gasser Brandon J Gasser's TIAA-CREF Experience 2006 - 2010
Job JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. June 2011 - Present
TIAA-CREF 2006 - 2010
EQ Invest 2005 - 2006
Investment Prop Funding 2004 - 2005
Wells Fargo Financial 2003 - 2004
Merrill Lynch 2002 - 2002
Skills
Investments, Economics, Analysis, Finance, Quantitative Analytics, Financial Modeling, Asset Managment, Financial Analysis, Series 63, Credit, Mutual Funds, Equities, Asset Allocation, Credit Risk, Series 6, Financial Services, Financial Markets, Valuation, Retirement Planning, Asset Management
Education
University of Colorado at Boulder 1997 — 2002
B.A., Economics
Cardinal Stritch University 1996 — 1997
Undergraduate Studies
Cherry Creek High School 1992 — 1996
Diploma
JPMorgan Chase Bank, N.A. June 2011 - Present
TIAA-CREF 2006 - 2010
EQ Invest 2005 - 2006
Investment Prop Funding 2004 - 2005
Wells Fargo Financial 2003 - 2004
Merrill Lynch 2002 - 2002
Skills
Investments, Economics, Analysis, Finance, Quantitative Analytics, Financial Modeling, Asset Managment, Financial Analysis, Series 63, Credit, Mutual Funds, Equities, Asset Allocation, Credit Risk, Series 6, Financial Services, Financial Markets, Valuation, Retirement Planning, Asset Management
Education
University of Colorado at Boulder 1997 — 2002
B.A., Economics
Cardinal Stritch University 1996 — 1997
Undergraduate Studies
Cherry Creek High School 1992 — 1996
Diploma
Kevin Pinkham Kevin Pinkham's TIAA-CREF Experience August 2003 - November 2010
Job Senior Systems Services and Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
TIAA-CREF August 2003 - November 2010
LabCorp June 1997 - August 2003
WACHOVIA BANK May 1996 - June 1997
Fleet Bank April 1992 - June 1996
CONNECTICUT BANK AND TRUST November 1982 - April 1992
The Wall Street Journal February 1988 - May 1990
Parts Mart Inc. October 1980 - October 1984
Skills
Project Management, REXX, Enterprise COBOL, xMatters Product..., JCL, IBM Utilities, Endevor, Change Management, SOAP, WSDL, XML, Connect:Direct for z/OS, Connect:Enterprise for..., Team Management, Staff Training, IBM DFSORT/ICETOOL, SAS, Technical Writing, IBM Mainframe, BMC Mainview..., FTP, MVS, JES2, AIX, SQL*Plus, ISPF, DFSORT, MVS/ESA, SDSF, NDM, Syncsort, Enterprise Management, Output Management, TSO, Endeavor, DB2, COBOL, Disaster Recovery
Education
Hudson Valley Community College 1993 — 1996
Data Processing
Manchester Community College 1991 — 1993
Information Systems
Central Connecticut State University 1981 — 1987
Computer Science
Fidelity Investments August 2011 - Present
TIAA-CREF August 2003 - November 2010
LabCorp June 1997 - August 2003
WACHOVIA BANK May 1996 - June 1997
Fleet Bank April 1992 - June 1996
CONNECTICUT BANK AND TRUST November 1982 - April 1992
The Wall Street Journal February 1988 - May 1990
Parts Mart Inc. October 1980 - October 1984
Skills
Project Management, REXX, Enterprise COBOL, xMatters Product..., JCL, IBM Utilities, Endevor, Change Management, SOAP, WSDL, XML, Connect:Direct for z/OS, Connect:Enterprise for..., Team Management, Staff Training, IBM DFSORT/ICETOOL, SAS, Technical Writing, IBM Mainframe, BMC Mainview..., FTP, MVS, JES2, AIX, SQL*Plus, ISPF, DFSORT, MVS/ESA, SDSF, NDM, Syncsort, Enterprise Management, Output Management, TSO, Endeavor, DB2, COBOL, Disaster Recovery
Education
Hudson Valley Community College 1993 — 1996
Data Processing
Manchester Community College 1991 — 1993
Information Systems
Central Connecticut State University 1981 — 1987
Computer Science
Le-Detra Bishop, MBA Le-Detra Bishop, MBA's TIAA-CREF Experience July 1994 - August 2008
Job at
Industry Financial Services
Experience
MetLife July 2015 - Present
MetLife May 2014 - Present
Bank of America Merril July 2010 - June 2014
Bank of America July 2012 - April 2014
VectorVest Inc. May 2009 - April 2010
TIAA-CREF July 1994 - August 2008
TIAA-CREF April 2002 - March 2005
TIAA-CREF July 1994 - April 2002
Skills
Training, Recruiting, Public Speaking, Research, Employee Training, Sales, Human Resources, Microsoft Office
Education
Central Piedmont Community College 2008 — 2009
HR Certifications, HR Certifications
Right Management 2008 — 2009
Strayer University 2003 — 2005
MBA, Human Resources
Norfolk State University 1988 — 1994
B.S., Business Mgmt, Hotel Restaurant Mgmt
MetLife July 2015 - Present
MetLife May 2014 - Present
Bank of America Merril July 2010 - June 2014
Bank of America July 2012 - April 2014
VectorVest Inc. May 2009 - April 2010
TIAA-CREF July 1994 - August 2008
TIAA-CREF April 2002 - March 2005
TIAA-CREF July 1994 - April 2002
Skills
Training, Recruiting, Public Speaking, Research, Employee Training, Sales, Human Resources, Microsoft Office
Education
Central Piedmont Community College 2008 — 2009
HR Certifications, HR Certifications
Right Management 2008 — 2009
Strayer University 2003 — 2005
MBA, Human Resources
Norfolk State University 1988 — 1994
B.S., Business Mgmt, Hotel Restaurant Mgmt
Deborah Bond, CSTE Deborah Bond, CSTE's TIAA-CREF Experience January 2011 - April 2011
Job Systems Quality Analyst 5 at Wells Fargo Advisors
Industry Computer Software
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo- Technology Operations Group January 2014 - June 2014
SCOR November 2012 - December 2013
Wells Fargo Home Mortgage April 2011 - October 2012
TIAA-CREF January 2011 - April 2011
Wells Fargo Advisors, LLC September 2009 - October 2010
Wachovia Bank, NA July 2006 - October 2010
Wachovia March 2003 - May 2009
Wachovia, A Wells Fargo Company March 2003 - May 2009
Wachovia Bank March 2006 - December 2006
Skills
Project Management, Management, Business Requirements, Requirements Analysis, SDLC, Test Planning, Quality Center, Requirements Gathering, Business Analysis, Banking, Quality Assurance, Testing, Visio, System Testing, User Acceptance Testing, Leadership, Written & Oral..., Defect Tracking, Waterfall, SharePoint, Perl, Software Project..., Systems Analysis, Software Documentation, Test Management, Software Quality..., Regression Testing, Test Cases, Business Process..., Vendor Management, Agile Methodologies, Integration, PMO, Agile Project Management, Data Warehousing, PMP, Business Process, DB2, SQL, Resource Management, Oracle, Process Improvement, HP Quality Center
Education
Shaw University 1996 — 1998
BS, Business Management and Computer Science
Central Piedmont Community College 1982 — 1984
AS, Computer Science
Lexington Technical College 1971 — 1972
Diploma graduate, Nursing Science, 4.0
Western Kentucky University
Music Theory and Composition
Wells Fargo Advisors June 2014 - Present
Wells Fargo- Technology Operations Group January 2014 - June 2014
SCOR November 2012 - December 2013
Wells Fargo Home Mortgage April 2011 - October 2012
TIAA-CREF January 2011 - April 2011
Wells Fargo Advisors, LLC September 2009 - October 2010
Wachovia Bank, NA July 2006 - October 2010
Wachovia March 2003 - May 2009
Wachovia, A Wells Fargo Company March 2003 - May 2009
Wachovia Bank March 2006 - December 2006
Skills
Project Management, Management, Business Requirements, Requirements Analysis, SDLC, Test Planning, Quality Center, Requirements Gathering, Business Analysis, Banking, Quality Assurance, Testing, Visio, System Testing, User Acceptance Testing, Leadership, Written & Oral..., Defect Tracking, Waterfall, SharePoint, Perl, Software Project..., Systems Analysis, Software Documentation, Test Management, Software Quality..., Regression Testing, Test Cases, Business Process..., Vendor Management, Agile Methodologies, Integration, PMO, Agile Project Management, Data Warehousing, PMP, Business Process, DB2, SQL, Resource Management, Oracle, Process Improvement, HP Quality Center
Education
Shaw University 1996 — 1998
BS, Business Management and Computer Science
Central Piedmont Community College 1982 — 1984
AS, Computer Science
Lexington Technical College 1971 — 1972
Diploma graduate, Nursing Science, 4.0
Western Kentucky University
Music Theory and Composition
Ken Gallo Ken Gallo's TIAA-CREF Experience 2004 - Present
Job Sr. Developer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2004 - Present
Duke Energy July 1996 - November 2004
Northeast Utilities 1988 - 1996
Comptech 1985 - 1988
Aetna January 1980 - 1985
State of Connecticut, Dept of Labor June 1977 - January 1980
Education
Central Connecticut State University 1982 — 1995
B.S., Finance
Hartford State Technical College 1975 — 1977
A.S., Computer Science
TIAA-CREF 2004 - Present
Duke Energy July 1996 - November 2004
Northeast Utilities 1988 - 1996
Comptech 1985 - 1988
Aetna January 1980 - 1985
State of Connecticut, Dept of Labor June 1977 - January 1980
Education
Central Connecticut State University 1982 — 1995
B.S., Finance
Hartford State Technical College 1975 — 1977
A.S., Computer Science
Hunter Priester's TIAA-CREF Experience July 2013 - August 2015
Job Interaction Designer | Bank of America
Industry Information Technology and Services
Experience
Bank of America August 2015 - Present
TIAA-CREF July 2013 - August 2015
Charlotte Scooter Shop March 2011 - June 2015
TIAA-CREF July 2013 - January 2014
TIAA-CREF July 2012 - July 2013
Precision Home PC March 2011 - July 2012
Charlotte Rescue Mission January 2006 - July 2012
Michael Scott Mater Foundation May 2011 - August 2011
Skills
Microsoft Office, Technical Writing, PowerPoint, Microsoft Excel, Outlook, HTML, Windows, Microsoft Word, Networking, Adobe Creative Suite, JavaScript, SQL, Java, CSS, Objective-C, Xcode, Eclipse, iOS development, Android Development, Financial Services, Visio, User Experience Design, Software Development, Software Engineering, C++, Visual Basic, JSON, XML, Cocoa Touch, Linux, Basics of Unix, Digital Marketing, Team-oriented, Highly motivated..., Dependable Team Player, Apple, VMware, Social Media, Social Skills, Social Responsibility, Financial Systems, Fun, Positivity, Software Analysis, Interactive Media, Blogging Software, Microsoft Office 2003, Usability Engineering, Gmail, Creative Solutions
Education
University of North Carolina at Charlotte 2008 — 2011
BA - Software and Information Systems, Information Technology Technical and Professional Writing
Central Piedmont Community College 2006 — 2008
Associate of the Arts, English, Psychology
Bank of America August 2015 - Present
TIAA-CREF July 2013 - August 2015
Charlotte Scooter Shop March 2011 - June 2015
TIAA-CREF July 2013 - January 2014
TIAA-CREF July 2012 - July 2013
Precision Home PC March 2011 - July 2012
Charlotte Rescue Mission January 2006 - July 2012
Michael Scott Mater Foundation May 2011 - August 2011
Skills
Microsoft Office, Technical Writing, PowerPoint, Microsoft Excel, Outlook, HTML, Windows, Microsoft Word, Networking, Adobe Creative Suite, JavaScript, SQL, Java, CSS, Objective-C, Xcode, Eclipse, iOS development, Android Development, Financial Services, Visio, User Experience Design, Software Development, Software Engineering, C++, Visual Basic, JSON, XML, Cocoa Touch, Linux, Basics of Unix, Digital Marketing, Team-oriented, Highly motivated..., Dependable Team Player, Apple, VMware, Social Media, Social Skills, Social Responsibility, Financial Systems, Fun, Positivity, Software Analysis, Interactive Media, Blogging Software, Microsoft Office 2003, Usability Engineering, Gmail, Creative Solutions
Education
University of North Carolina at Charlotte 2008 — 2011
BA - Software and Information Systems, Information Technology Technical and Professional Writing
Central Piedmont Community College 2006 — 2008
Associate of the Arts, English, Psychology
Sandra Ayers Sandra Ayers's TIAA-CREF Experience June 2011 - December 2011
Job Account Supervisior at Williams Lea
Industry Legal Services
Experience
Williams Lea May 2012 - Present
Acosta Sales & Marketing February 2012 - May 2012
TIAA-CREF June 2011 - December 2011
26th Judical District TCA Office May 2011 - July 2011
Onsite 3 August 2006 - November 2008
Kay Jewelers October 2005 - January 2006
US Airways October 1989 - October 2005
Skills
Microsoft Office, Interwoven, eCounsel, Customer Service, Research, Inventory Management, Employee Relations, Real Estate, Outlook, Word, PowerPoint, Excel, Customer Relations, Problem Solving, Writing, Legal Research, Database Administration, Litigation Support, Hiring
Education
Central Piedmont Community College 2009 — 2011
Associate in Applied Science, Paralegal Technology
Central Piedmont Community College 2009 — 2011
Associate in Applied Science Degree; ABA, Paralegal Technology
Gaston College 2009 — 2009
Certificate Program, Medical Office Administration
Gaston College 2009 — 2009
Certificate, Medical Office Management/Administration
Central Piedmont Community College 2006 — 2006
Certificate Program, Human Resources
Superior School of Real Estate 2006 — 2006
Real Estate License, Real Estate
Williams Lea May 2012 - Present
Acosta Sales & Marketing February 2012 - May 2012
TIAA-CREF June 2011 - December 2011
26th Judical District TCA Office May 2011 - July 2011
Onsite 3 August 2006 - November 2008
Kay Jewelers October 2005 - January 2006
US Airways October 1989 - October 2005
Skills
Microsoft Office, Interwoven, eCounsel, Customer Service, Research, Inventory Management, Employee Relations, Real Estate, Outlook, Word, PowerPoint, Excel, Customer Relations, Problem Solving, Writing, Legal Research, Database Administration, Litigation Support, Hiring
Education
Central Piedmont Community College 2009 — 2011
Associate in Applied Science, Paralegal Technology
Central Piedmont Community College 2009 — 2011
Associate in Applied Science Degree; ABA, Paralegal Technology
Gaston College 2009 — 2009
Certificate Program, Medical Office Administration
Gaston College 2009 — 2009
Certificate, Medical Office Management/Administration
Central Piedmont Community College 2006 — 2006
Certificate Program, Human Resources
Superior School of Real Estate 2006 — 2006
Real Estate License, Real Estate
Sue Muellner Sue Muellner's TIAA-CREF Experience April 2002 - Present
Job Sr. Client Support Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2002 - Present
General Dynamics AIS 1999 - 2001
General Dynamics AIS 1996 - 1999
Control Data Corporation aka Computing Devices International 1979 - 1996
Skills
Access, Microsoft Excel, Human Resources, Outlook, Nonprofits, Microsoft Word, Customer Service, Process Improvement, Microsoft Office, Training, PowerPoint, Visio, Government, Testing, Troubleshooting, Project Planning, MS Project, Word, Excel, Finance, Sales, Leadership
Education
Cardinal Stritch University
BSBM, Business Mgmt, Human Resources
TIAA-CREF April 2002 - Present
General Dynamics AIS 1999 - 2001
General Dynamics AIS 1996 - 1999
Control Data Corporation aka Computing Devices International 1979 - 1996
Skills
Access, Microsoft Excel, Human Resources, Outlook, Nonprofits, Microsoft Word, Customer Service, Process Improvement, Microsoft Office, Training, PowerPoint, Visio, Government, Testing, Troubleshooting, Project Planning, MS Project, Word, Excel, Finance, Sales, Leadership
Education
Cardinal Stritch University
BSBM, Business Mgmt, Human Resources
Nicholas Keselowsky's TIAA-CREF Experience February 2014 - Present
Job Agency MBS Research at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
BNP Paribas June 2013 - August 2013
Skills
Mortgages, Prepayments, Fixed Income, Financial Engineering, R, Statistical Modeling, Asset Management, Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
Master of Science (MSc), Computational Finance
University of Notre Dame 2008 — 2012
B.S., Mathematics, Economics
TIAA-CREF February 2014 - Present
BNP Paribas June 2013 - August 2013
Skills
Mortgages, Prepayments, Fixed Income, Financial Engineering, R, Statistical Modeling, Asset Management, Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
Master of Science (MSc), Computational Finance
University of Notre Dame 2008 — 2012
B.S., Mathematics, Economics
Jackie Messer Jackie Messer's TIAA-CREF Experience January 2015 - Present
Job Senior Underwriter at TIAACREF
Industry Insurance
Experience
TIAA-CREF January 2015 - Present
CRL PLUS June 2011 - January 2015
RBC/Liberty Life 1997 - 2011
Skills
Insurance, Underwriting, Risk, Reinsurance, Term Life Insurance, Life Insurance, Financial Reporting, Accounting, Financial Risk, Brokers, Disability Insurance, Risk Management, Claim
Education
Carson-Newman University 1987 — 1991
BS, MANAGEMENT, ACCOUNTING
TIAA-CREF January 2015 - Present
CRL PLUS June 2011 - January 2015
RBC/Liberty Life 1997 - 2011
Skills
Insurance, Underwriting, Risk, Reinsurance, Term Life Insurance, Life Insurance, Financial Reporting, Accounting, Financial Risk, Brokers, Disability Insurance, Risk Management, Claim
Education
Carson-Newman University 1987 — 1991
BS, MANAGEMENT, ACCOUNTING
David Pike David Pike's TIAA-CREF Experience January 2015 - Present
Job Director, Program Manager
Industry Banking
Experience
TIAA-CREF January 2015 - Present
The DARTON GROUP October 2014 - January 2015
Stewart Lender Services June 2013 - August 2014
Ally Financial Inc. April 2012 - June 2013
Bank of America December 2009 - April 2012
Bank of America July 2002 - August 2008
Deutsche Bank July 2000 - February 2002
GreenPoint Mortgage August 1998 - August 1999
Wachovia Bank May 1996 - August 1998
TD Bank USA March 1992 - May 1996
Skills
Risk Management, Operational Risk, Compliance, Regulatory Requirements, Six Sigma, Project Management, Strategy, Problem Solving, Strategic Planning, Teamwork, Leadership, Business Strategy, Process Improvement, Change Management, Regulatory Affairs, Financial Risk, Due Diligence, Auditing, Management, Credit, Mortgage Lending, Mortgage Servicing, Banking, Loans, Investments, Loan Servicing, Loss Mitigation, Capital Markets, Financial Analysis, Finance, Customer Relations, Portfolio Management, Vendor Management, Operations Management, Asset Management, Fixed Income, Asset Managment, Microsoft Excel, Real Estate, Mortgage, Expense Reduction, Contract Negotiation, Excel, Investment Banking, Financial Management, Writing, Document Management, Default, Financial Forecasting, Parenting
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, Accounting and Finance
University of Vermont 1987 — 1991
BS, Business
TIAA-CREF January 2015 - Present
The DARTON GROUP October 2014 - January 2015
Stewart Lender Services June 2013 - August 2014
Ally Financial Inc. April 2012 - June 2013
Bank of America December 2009 - April 2012
Bank of America July 2002 - August 2008
Deutsche Bank July 2000 - February 2002
GreenPoint Mortgage August 1998 - August 1999
Wachovia Bank May 1996 - August 1998
TD Bank USA March 1992 - May 1996
Skills
Risk Management, Operational Risk, Compliance, Regulatory Requirements, Six Sigma, Project Management, Strategy, Problem Solving, Strategic Planning, Teamwork, Leadership, Business Strategy, Process Improvement, Change Management, Regulatory Affairs, Financial Risk, Due Diligence, Auditing, Management, Credit, Mortgage Lending, Mortgage Servicing, Banking, Loans, Investments, Loan Servicing, Loss Mitigation, Capital Markets, Financial Analysis, Finance, Customer Relations, Portfolio Management, Vendor Management, Operations Management, Asset Management, Fixed Income, Asset Managment, Microsoft Excel, Real Estate, Mortgage, Expense Reduction, Contract Negotiation, Excel, Investment Banking, Financial Management, Writing, Document Management, Default, Financial Forecasting, Parenting
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, Accounting and Finance
University of Vermont 1987 — 1991
BS, Business
E. Scott Miller's TIAA-CREF Experience June 2014 - January 2015
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
TIAA-CREF June 2014 - January 2015
DryCASE August 2013 - January 2014
Hyatt House March 2013 - January 2014
Construction Specialties, Inc June 2013 - August 2013
Merrill Lynch April 2013 - August 2013
Earth Fare - the healthy supermarket January 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Marketing Research, Team Leadership, Marketing Strategy, Social Networking, Marketing, Teamwork, Social Media Marketing, Customer Service, Event Planning, Event Management, Time Management, Customer Satisfaction, Outlook, Marketing Communications, Public Speaking, Data Analysis, Team Building, Economics, Entrepreneurship, Creative Writing, Conflict Resolution, Leadership, Market Research, Music, Promotions, Analysis, Management, Public Relations, Fundraising, Finance, Research, Product Development, Online Marketing, Google Analytics, Market Analysis, CRM, English, Financial Analysis, Financial Services
Education
University of North Carolina at Wilmington 2011 — 2014
Bachelor of Science in Business Administration (B.B.A.), Marketing/Marketing Management, General, 3.0 GPA
Central Piedmont Community College 2009 — 2010
General Studies, Business Administration and Management, General
Merrill Lynch January 2015 - Present
TIAA-CREF June 2014 - January 2015
DryCASE August 2013 - January 2014
Hyatt House March 2013 - January 2014
Construction Specialties, Inc June 2013 - August 2013
Merrill Lynch April 2013 - August 2013
Earth Fare - the healthy supermarket January 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Marketing Research, Team Leadership, Marketing Strategy, Social Networking, Marketing, Teamwork, Social Media Marketing, Customer Service, Event Planning, Event Management, Time Management, Customer Satisfaction, Outlook, Marketing Communications, Public Speaking, Data Analysis, Team Building, Economics, Entrepreneurship, Creative Writing, Conflict Resolution, Leadership, Market Research, Music, Promotions, Analysis, Management, Public Relations, Fundraising, Finance, Research, Product Development, Online Marketing, Google Analytics, Market Analysis, CRM, English, Financial Analysis, Financial Services
Education
University of North Carolina at Wilmington 2011 — 2014
Bachelor of Science in Business Administration (B.B.A.), Marketing/Marketing Management, General, 3.0 GPA
Central Piedmont Community College 2009 — 2010
General Studies, Business Administration and Management, General
Kristen Horvath Kristen Horvath's TIAA-CREF Experience July 2014 - Present
Job Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
JPMorgan Chase March 2011 - July 2014
bebe stores June 2010 - March 2011
Aldo Accessories July 2009 - June 2010
EXPRESS May 2008 - May 2009
New York & Company 2007 - 2008
Skills
Banking, Customer Service, Financial Analysis, Retail, Sales, Microsoft Excel, Cash Management, Finance, Strategic Financial..., Asset Allocation, Forecasting, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Inventory Management, Insurance, Budgets, Loss Prevention, Job Coaching, Visual Merchandising, Client Development, FrontPage, Customer Experience, Customer Retention, Customer Satisfaction, Retail Banking, Sales Management, Recruiting, Staff Development, CRM, Management, Employee Training
Education
Central Michigan University 2004 — 2009
Bachelor of Applied Arts, Entrepreneurship/Entrepreneurial Studies
TIAA-CREF July 2014 - Present
JPMorgan Chase March 2011 - July 2014
bebe stores June 2010 - March 2011
Aldo Accessories July 2009 - June 2010
EXPRESS May 2008 - May 2009
New York & Company 2007 - 2008
Skills
Banking, Customer Service, Financial Analysis, Retail, Sales, Microsoft Excel, Cash Management, Finance, Strategic Financial..., Asset Allocation, Forecasting, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Inventory Management, Insurance, Budgets, Loss Prevention, Job Coaching, Visual Merchandising, Client Development, FrontPage, Customer Experience, Customer Retention, Customer Satisfaction, Retail Banking, Sales Management, Recruiting, Staff Development, CRM, Management, Employee Training
Education
Central Michigan University 2004 — 2009
Bachelor of Applied Arts, Entrepreneurship/Entrepreneurial Studies
Larry Ballard Larry Ballard's TIAA-CREF Experience January 2014 - Present
Job Wealth Management Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Vanguard May 2011 - December 2013
Harrison Hayes, LLC December 2009 - May 2011
A 4 Capital Management December 2002 - December 2009
Skills
Lifesciences, Business Development, Strategic Planning, Research Proposals, Market Analysis, Transactional Analysis, Consulting, CRM, Competitive Analysis, Finance, Financial Analysis, Financial Modeling, Leadership, Management, Marketing, Sales, Team Building, Marketing Strategy
Education
Carson-Newman College 1997 — 2001
B.S., Financial Economics
Carson-Newman College 1997 — 2001
Bachelor of Science (B.S.), Financial Economics
TIAA-CREF January 2014 - Present
Vanguard May 2011 - December 2013
Harrison Hayes, LLC December 2009 - May 2011
A 4 Capital Management December 2002 - December 2009
Skills
Lifesciences, Business Development, Strategic Planning, Research Proposals, Market Analysis, Transactional Analysis, Consulting, CRM, Competitive Analysis, Finance, Financial Analysis, Financial Modeling, Leadership, Management, Marketing, Sales, Team Building, Marketing Strategy
Education
Carson-Newman College 1997 — 2001
B.S., Financial Economics
Carson-Newman College 1997 — 2001
Bachelor of Science (B.S.), Financial Economics
Vladimir Valenta's TIAA-CREF Experience May 2012 - Present
Job Senior Director, Asset Allocation and Quantitative Research at TIAACREF
Industry Investment Management
Experience
TIAA-CREF May 2012 - Present
Round Table Investment Management Company June 2007 - May 2012
Bank of America February 2003 - May 2007
Retek (now Oracle Retail) August 1997 - February 2003
Iterated Systems Inc. February 1997 - August 1997
Skills
Quantitative Finance, Risk Management, Derivatives, Portfolio Optimization, Computer Science, MBS, Credit Risk, Asset Allocation, C++, Hedge Funds, Bloomberg, Fixed Income, Equities, Credit Derivatives, Asset Management, Capital Markets, Portfolio Management, Investments
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
Math Certificate, Computational Finance
Georgia Institute of Technology 2003 — 2004
Mathematical Finance
University of South Carolina-Columbia 1994 — 1997
Ph.D., Computer Science
Charles University in Prague 1988 — 1993
MS, Computer Science
TIAA-CREF May 2012 - Present
Round Table Investment Management Company June 2007 - May 2012
Bank of America February 2003 - May 2007
Retek (now Oracle Retail) August 1997 - February 2003
Iterated Systems Inc. February 1997 - August 1997
Skills
Quantitative Finance, Risk Management, Derivatives, Portfolio Optimization, Computer Science, MBS, Credit Risk, Asset Allocation, C++, Hedge Funds, Bloomberg, Fixed Income, Equities, Credit Derivatives, Asset Management, Capital Markets, Portfolio Management, Investments
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
Math Certificate, Computational Finance
Georgia Institute of Technology 2003 — 2004
Mathematical Finance
University of South Carolina-Columbia 1994 — 1997
Ph.D., Computer Science
Charles University in Prague 1988 — 1993
MS, Computer Science
Joseph Bridgeman's TIAA-CREF Experience April 2015 - Present
Job Student at University of North Carolina at Charlotte
Industry Accounting
Experience
TIAA-CREF April 2015 - Present
UNC Charlotte January 2015 - Present
UNC Charlotte September 2013 - December 2014
Lowes Foods September 2010 - September 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Outlook, Social Media, Social Networking
Education
University of North Carolina at Charlotte 2013 — 2016
Bachelor of Science (B.S.), Accounting
Central Piedmont Community College 2011 — 2013
Associate of Arts (A.A.)
TIAA-CREF April 2015 - Present
UNC Charlotte January 2015 - Present
UNC Charlotte September 2013 - December 2014
Lowes Foods September 2010 - September 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Outlook, Social Media, Social Networking
Education
University of North Carolina at Charlotte 2013 — 2016
Bachelor of Science (B.S.), Accounting
Central Piedmont Community College 2011 — 2013
Associate of Arts (A.A.)
Christen Lewis, PMP Christen Lewis, PMP's TIAA-CREF Experience April 2015 - Present
Job Storyteller, PowerPoint aficionado, change management wizard
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
TIAA-CREF September 2012 - Present
TIAA-CREF January 2012 - September 2012
Carolina Woman Fitness February 2010 - November 2011
Operation Boot Camp October 2008 - November 2011
BH North America August 2008 - February 2009
Crohn's & Colitis Foundation of America May 2008 - July 2008
Star Trac March 2007 - March 2008
UC Irvine June 2005 - February 2007
UNC Greensboro June 2004 - May 2005
Skills
Marketing, Project Management, Public Relations, Problem Solving, SEO copywriting, Digital Marketing, Strategic Planning, Branding, Corporate Branding, Event Planning, Event Management, Event Marketing, Relationship Marketing, Copywriting, Social Media, Graphic Design, Budget Management, Cost Savings, Staff Supervision, Internal Communications, Corporate Communications, Media Relations, Marketing Strategy, Budgets, Sales, Project Planning, Social Networking, Marketing Research, Strategy, Advertising, Training, Customer Service
Education
PMI 2012 — 2012
PMP, Project Management
University of North Carolina at Greensboro 2003 — 2005
MS, Parks & Recreation, Leisure Services Management, 3.97
Michigan State University 1997 — 2001
BA, Journalism, Parks & Recreation, 3.26
Charlotte High School 1993 — 1997
Diploma
Central Piedmont Community College
Professional Development
TIAA-CREF April 2015 - Present
TIAA-CREF September 2012 - Present
TIAA-CREF January 2012 - September 2012
Carolina Woman Fitness February 2010 - November 2011
Operation Boot Camp October 2008 - November 2011
BH North America August 2008 - February 2009
Crohn's & Colitis Foundation of America May 2008 - July 2008
Star Trac March 2007 - March 2008
UC Irvine June 2005 - February 2007
UNC Greensboro June 2004 - May 2005
Skills
Marketing, Project Management, Public Relations, Problem Solving, SEO copywriting, Digital Marketing, Strategic Planning, Branding, Corporate Branding, Event Planning, Event Management, Event Marketing, Relationship Marketing, Copywriting, Social Media, Graphic Design, Budget Management, Cost Savings, Staff Supervision, Internal Communications, Corporate Communications, Media Relations, Marketing Strategy, Budgets, Sales, Project Planning, Social Networking, Marketing Research, Strategy, Advertising, Training, Customer Service
Education
PMI 2012 — 2012
PMP, Project Management
University of North Carolina at Greensboro 2003 — 2005
MS, Parks & Recreation, Leisure Services Management, 3.97
Michigan State University 1997 — 2001
BA, Journalism, Parks & Recreation, 3.26
Charlotte High School 1993 — 1997
Diploma
Central Piedmont Community College
Professional Development
Chad W. Langevin's TIAA-CREF Experience February 2015 - Present
Job Wealth Management Advisor, TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
United States Army, Connecticut Army National Guard May 2007 - Present
Santander Securities April 2013 - February 2015
Northwestern Mutual April 2010 - March 2013
Education
Fairfield University 2014 — 2015
Certificate in Financial Planning, Certified Financial Planning
Central Connecticut State University 2002 — 2009
Bachelor of Arts (B.A.)
Rockville High School 1998 — 2002
TIAA-CREF February 2015 - Present
United States Army, Connecticut Army National Guard May 2007 - Present
Santander Securities April 2013 - February 2015
Northwestern Mutual April 2010 - March 2013
Education
Fairfield University 2014 — 2015
Certificate in Financial Planning, Certified Financial Planning
Central Connecticut State University 2002 — 2009
Bachelor of Arts (B.A.)
Rockville High School 1998 — 2002
Allan Schoenberg Allan Schoenberg's TIAA-CREF Experience June 2014 - September 2014
Job Bloomberg LP Communications
Industry Capital Markets
Experience
Bloomberg LP October 2014 - Present
TIAA-CREF June 2014 - September 2014
CME Group March 2004 - June 2014
Accenture September 2001 - March 2004
Internet Security Systems June 1999 - September 2001
Edelman January 1998 - June 1999
Fleishman-Hillard October 1996 - January 1998
Eisbrenner Public Relations June 1993 - October 1996
Jerome-Duncan Ford May 1991 - June 1993
Skills
Crisis Communications, Strategic..., B2B Marketing, Social Media, Media Relations, Brand Development, Reputation Management, Public Relations, Public Speaking, Digital Media, Corporate Branding, Brand Communication, Content Management, Blogging, Issues Managment, Integrated Marketing, Communication Training, Corporate Communications, Content Strategy, Press Releases, Brand Management, Strategic Communications, New Media, Strategy, Internal Communications, Public Affairs, Leadership, Publishing, Marketing, Content Development, Speech Writing, Marketing Communications, Digital Strategy, Investor Relations, Thought Leadership, Cross-functional Team..., Real-time Marketing, Digital Marketing, Communications Planning, Strategic Partnerships, Publications, Positioning, Social Media Marketing, Online Marketing, Web Content Management, Crisis Management, Analyst Relations, Corporate Social..., Spokesperson, Financial Services
Education
Syracuse University 2003 — 2006
M.S., Communications Management
Central Michigan University 1986 — 1990
B.S., Economics
Bloomberg LP October 2014 - Present
TIAA-CREF June 2014 - September 2014
CME Group March 2004 - June 2014
Accenture September 2001 - March 2004
Internet Security Systems June 1999 - September 2001
Edelman January 1998 - June 1999
Fleishman-Hillard October 1996 - January 1998
Eisbrenner Public Relations June 1993 - October 1996
Jerome-Duncan Ford May 1991 - June 1993
Skills
Crisis Communications, Strategic..., B2B Marketing, Social Media, Media Relations, Brand Development, Reputation Management, Public Relations, Public Speaking, Digital Media, Corporate Branding, Brand Communication, Content Management, Blogging, Issues Managment, Integrated Marketing, Communication Training, Corporate Communications, Content Strategy, Press Releases, Brand Management, Strategic Communications, New Media, Strategy, Internal Communications, Public Affairs, Leadership, Publishing, Marketing, Content Development, Speech Writing, Marketing Communications, Digital Strategy, Investor Relations, Thought Leadership, Cross-functional Team..., Real-time Marketing, Digital Marketing, Communications Planning, Strategic Partnerships, Publications, Positioning, Social Media Marketing, Online Marketing, Web Content Management, Crisis Management, Analyst Relations, Corporate Social..., Spokesperson, Financial Services
Education
Syracuse University 2003 — 2006
M.S., Communications Management
Central Michigan University 1986 — 1990
B.S., Economics
Kenneth Lajoie's TIAA-CREF Experience May 2014 - Present
Job Director, Head of Institutional Sales Operations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
TIAA-CREF April 2011 - May 2014
Diversified Investment Advisors January 2002 - April 2011
Skills
Service Implementation, Financial Services, Project Management, Process Improvement, Program Management, Management, Investments, Leadership, Sales Operations, Relationship Management, Business Process..., Employee Benefits
Education
Central Connecticut State University 1984 — 1988
Accounting and Business/Management
South Catholic High School 1980 — 1984
TIAA-CREF May 2014 - Present
TIAA-CREF April 2011 - May 2014
Diversified Investment Advisors January 2002 - April 2011
Skills
Service Implementation, Financial Services, Project Management, Process Improvement, Program Management, Management, Investments, Leadership, Sales Operations, Relationship Management, Business Process..., Employee Benefits
Education
Central Connecticut State University 1984 — 1988
Accounting and Business/Management
South Catholic High School 1980 — 1984
Daniel Rymer Daniel Rymer's TIAA-CREF Experience June 2014 - Present
Job Lead Development Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF June 2014 - Present
TIAA-CREF December 2013 - June 2014
TIAA-CREF April 2013 - December 2013
Duke Energy Corporation January 2012 - April 2013
EX-FACTORY INC. December 2011 - January 2012
Bank of America February 2010 - December 2011
Bank of America September 2008 - February 2010
Bank of America November 2005 - September 2008
Bank of America February 2003 - November 2005
Catawba College January 2001 - April 2005
Skills
Software Development, Databases, SDLC, IT Management, Solution Architecture, Program Management, SOA, Software Project..., Risk Management, Data Warehousing, Access, Server Management, Disaster Recovery, Application Architecture, Operational Risk..., Software Design, Agile Methodolgy, IT Outsourcing, IT Generalist, Technical Leadership, IT Financial Management, Business Management, Consultancy, Corporate Finance, Network Administration, Wireless Networking, Network Architecture, Database Management, Clarity, Essbase, Oracle SQL, MySQL, PHP, Teradata, Digital Marketing, Microsoft SQL Server, VB.NET, C#, Network Security, Windows Server, Excel, Server Administration, PowerPoint, FileNet, VBA, Visual Studio, Android, JavaScript
Education
Western Carolina University 1995 — 1997
MS, Applied Mathematics
Catawba College 1991 — 1995
BA, Computer Science, Applied Math
East Rowan High School 1989 — 1991
High School
TIAA-CREF June 2014 - Present
TIAA-CREF December 2013 - June 2014
TIAA-CREF April 2013 - December 2013
Duke Energy Corporation January 2012 - April 2013
EX-FACTORY INC. December 2011 - January 2012
Bank of America February 2010 - December 2011
Bank of America September 2008 - February 2010
Bank of America November 2005 - September 2008
Bank of America February 2003 - November 2005
Catawba College January 2001 - April 2005
Skills
Software Development, Databases, SDLC, IT Management, Solution Architecture, Program Management, SOA, Software Project..., Risk Management, Data Warehousing, Access, Server Management, Disaster Recovery, Application Architecture, Operational Risk..., Software Design, Agile Methodolgy, IT Outsourcing, IT Generalist, Technical Leadership, IT Financial Management, Business Management, Consultancy, Corporate Finance, Network Administration, Wireless Networking, Network Architecture, Database Management, Clarity, Essbase, Oracle SQL, MySQL, PHP, Teradata, Digital Marketing, Microsoft SQL Server, VB.NET, C#, Network Security, Windows Server, Excel, Server Administration, PowerPoint, FileNet, VBA, Visual Studio, Android, JavaScript
Education
Western Carolina University 1995 — 1997
MS, Applied Mathematics
Catawba College 1991 — 1995
BA, Computer Science, Applied Math
East Rowan High School 1989 — 1991
High School
Ndema Ojong Ndema Ojong's TIAA-CREF Experience May 2010 - May 2012
Job Senior Financial Analyst at Amazon
Industry Financial Services
Experience
Amazon June 2015 - Present
Hewlett-Packard June 2014 - August 2014
SmartVend June 2012 - June 2013
TIAA-CREF May 2010 - May 2012
NCO Financial Systems January 2009 - May 2010
Adelphi Church March 2009 - October 2009
Skills
Financial Analysis, Investments, Management, Wealth Management, Microsoft Excel, Lean Six Sigma, Entrepreneurship
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Maryland College Park 2012 — 2013
Post-Bacc
University of Maryland College Park 2004 — 2008
Economics
Amazon June 2015 - Present
Hewlett-Packard June 2014 - August 2014
SmartVend June 2012 - June 2013
TIAA-CREF May 2010 - May 2012
NCO Financial Systems January 2009 - May 2010
Adelphi Church March 2009 - October 2009
Skills
Financial Analysis, Investments, Management, Wealth Management, Microsoft Excel, Lean Six Sigma, Entrepreneurship
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Maryland College Park 2012 — 2013
Post-Bacc
University of Maryland College Park 2004 — 2008
Economics
Katrina Patterson Katrina Patterson's TIAA-CREF Experience 2003 - 2012
Job Customer Revenue Service Assistant at City of Charlotte
Industry Hospital & Health Care
Experience
City of Charlotte January 2015 - Present
American Red Cross January 2014 - January 2015
TIAA-CREF 2003 - 2012
TIAA-CREF 2001 - 2003
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Healthcare, Customer Satisfaction, Insurance, Access, Data Entry, Time Management, Software Documentation, Administration
Education
Central Piedmont Community College 2013 — 2015
ADN, Registered Nursing/Registered Nurse
Central Piedmont Community College 2010 — 2013
Associate of Arts (A.A.)
West Charlotte Senior High
City of Charlotte January 2015 - Present
American Red Cross January 2014 - January 2015
TIAA-CREF 2003 - 2012
TIAA-CREF 2001 - 2003
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Healthcare, Customer Satisfaction, Insurance, Access, Data Entry, Time Management, Software Documentation, Administration
Education
Central Piedmont Community College 2013 — 2015
ADN, Registered Nursing/Registered Nurse
Central Piedmont Community College 2010 — 2013
Associate of Arts (A.A.)
West Charlotte Senior High
Pamela Roy Pamela Roy's TIAA-CREF Experience February 2014 - Present
Job Financial Services Consultant Inbound at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
First Tryon Securites September 2012 - February 2014
LPL Financial July 2010 - September 2012
LPL Financial 1996 - 2012
Realty Resources of the Carolinas 2007 - 2011
Roy Realty Inc 2007 - 2011
Charlotte Mecklenburg Schools 2009 - 2010
LPL Financial February 2008 - July 2009
UVEST Financial Services 1996 - 2009
LPL Financial 2006 - 2008
Skills
Back Office, Investments, Negotiation, Customer Service, Customer Relations, Mutual Funds, Training, Leadership, Management, Sales, Series 63, Financial Services, Business Planning, Finance, Project Management, Retirement Planning, Insurance, Securities
Education
Central Piedmont Community College 2012 — 2012
Project Management
Massasoit Community College 1983 — 1985
Associates, Business Administration
Brockton High 1979 — 1983
High School Diploma, Business Administration and Management, General
TIAA-CREF February 2014 - Present
First Tryon Securites September 2012 - February 2014
LPL Financial July 2010 - September 2012
LPL Financial 1996 - 2012
Realty Resources of the Carolinas 2007 - 2011
Roy Realty Inc 2007 - 2011
Charlotte Mecklenburg Schools 2009 - 2010
LPL Financial February 2008 - July 2009
UVEST Financial Services 1996 - 2009
LPL Financial 2006 - 2008
Skills
Back Office, Investments, Negotiation, Customer Service, Customer Relations, Mutual Funds, Training, Leadership, Management, Sales, Series 63, Financial Services, Business Planning, Finance, Project Management, Retirement Planning, Insurance, Securities
Education
Central Piedmont Community College 2012 — 2012
Project Management
Massasoit Community College 1983 — 1985
Associates, Business Administration
Brockton High 1979 — 1983
High School Diploma, Business Administration and Management, General
Jayson King, LUTCF, CLTC Jayson King, LUTCF, CLTC's TIAA-CREF Experience January 2015 - Present
Job Experienced Financial Services Expert with a decade of varying experience
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
MetLife July 2013 - November 2014
Eastern Shore Financial January 2011 - July 2013
RBC July 2007 - January 2011
Bankers Life and Casualty May 2006 - July 2007
Skills
Fixed Annuities, Life Insurance, Retirement, Long-term Care, Strategic Financial..., Insurance, Disability Insurance, Training, Investments, Leadership, Long Term Care Insurance, Financial Planning, Employee Benefits, 401k, Term Life Insurance, Employee Training, IRAs, Wealth Accumulation, Training & Development, Mentoring, Variable Annuities, Whole Life, Buy-sell Agreements, Mutual Funds, Investment Strategies, Estate Planning, Pensions, Buy Sell Funding, Retirement Planning, Series 6
Education
The American College 2009 — 2014
LUTCF, Estate planning, Business Insurance, Financial Planning, Ethics, Exploring Personal Markets
Corporation for Long Term Care Certification Inc 2012 — 2012
CLTC, Long Term Care Planning
Dale Carnegie Training 2007 — 2007
Effective Speaking and Human Relations
Central Piedmont Community College 2003 — 2005
Associate in Applied Science, Business Administration & Finance
TIAA-CREF January 2015 - Present
MetLife July 2013 - November 2014
Eastern Shore Financial January 2011 - July 2013
RBC July 2007 - January 2011
Bankers Life and Casualty May 2006 - July 2007
Skills
Fixed Annuities, Life Insurance, Retirement, Long-term Care, Strategic Financial..., Insurance, Disability Insurance, Training, Investments, Leadership, Long Term Care Insurance, Financial Planning, Employee Benefits, 401k, Term Life Insurance, Employee Training, IRAs, Wealth Accumulation, Training & Development, Mentoring, Variable Annuities, Whole Life, Buy-sell Agreements, Mutual Funds, Investment Strategies, Estate Planning, Pensions, Buy Sell Funding, Retirement Planning, Series 6
Education
The American College 2009 — 2014
LUTCF, Estate planning, Business Insurance, Financial Planning, Ethics, Exploring Personal Markets
Corporation for Long Term Care Certification Inc 2012 — 2012
CLTC, Long Term Care Planning
Dale Carnegie Training 2007 — 2007
Effective Speaking and Human Relations
Central Piedmont Community College 2003 — 2005
Associate in Applied Science, Business Administration & Finance
Sean Kelleher Sean Kelleher's TIAA-CREF Experience April 2012 - January 2013
Job Software Engineeer Lead at PNC
Industry Banking
Experience
GrafTech International October 2013 - February 2014
CCCi January 2013 - August 2013
TIAA-CREF April 2012 - January 2013
Amwins February 2007 - April 2012
Wachovia June 2004 - February 2007
CSX World Terminals February 2000 - June 2004
Bank of America June 1996 - February 2000
Liberty Mutual Insurance September 1986 - August 1991
Exeter Area High School February 1989 - May 1991
Skills
SSAS, SQL Server, Dundas, SSIS, SSRS, Access, Performance Point, Business Intelligence, Analysis Services, Microsoft SQL Server, ETL, Software Development, Data Warehousing, Management, Databases, Agile Methodologies, T-SQL
Education
Carnegie Mellon University
MS, Public Administration
Millikin University 1982 — 1986
BS, Finance
GrafTech International October 2013 - February 2014
CCCi January 2013 - August 2013
TIAA-CREF April 2012 - January 2013
Amwins February 2007 - April 2012
Wachovia June 2004 - February 2007
CSX World Terminals February 2000 - June 2004
Bank of America June 1996 - February 2000
Liberty Mutual Insurance September 1986 - August 1991
Exeter Area High School February 1989 - May 1991
Skills
SSAS, SQL Server, Dundas, SSIS, SSRS, Access, Performance Point, Business Intelligence, Analysis Services, Microsoft SQL Server, ETL, Software Development, Data Warehousing, Management, Databases, Agile Methodologies, T-SQL
Education
Carnegie Mellon University
MS, Public Administration
Millikin University 1982 — 1986
BS, Finance
Jagan Iyer Jagan Iyer's TIAA-CREF Experience November 2011 - July 2012
Job Senior IT Consultant Web / Mobile Healthcare
Industry Information Technology and Services
Experience
Ceragence July 2014 - Present
Bloom Tech August 2012 - March 2014
TIAA-CREF November 2011 - July 2012
Syntel Inc March 2010 - July 2011
Compuware Corporation 2005 - March 2010
Oracle Financial Services 2004 - 2004
Covansys Corporation 1998 - 2004
Consulting Center for Finance 1996 - 1998
Cognizant Technology Solutions 1994 - 1996
Polaris Software Lab 1990 - 1994
Skills
SDLC, PMP, Program Management, Outsourcing, ITIL, Pre-sales, Banking, Process Improvement, Requirements Gathering, MS Project, Vendor Management, Management, Software Project..., Insurance, Manufacturing, IT Strategy, PMO, Requirements Analysis, Integration, Enterprise Architecture, Engagement Management, Healthcare, Global Delivery, Resource Management, Project Portfolio..., IT Service Management, Project Delivery, People Management, Offshoring, IT Management, Release Management, IT Outsourcing, Project Governance, IT Portfolio Management, Team Management, Testing, Enterprise Software, Software Development, Risk Management, Oracle, Change Management, IT Portfolio, Microsoft Project
Education
Central Michigan University 2001 — 2005
MSA, Information Resource Management
University of Madras 1980 — 1982
Master's Degree, Physics
University of Madras 1977 — 1980
Bachelor's Degree, Physics
E R High School 1975 — 1976
Secondary School Leaving Certificate, English, Math, Science
Ceragence July 2014 - Present
Bloom Tech August 2012 - March 2014
TIAA-CREF November 2011 - July 2012
Syntel Inc March 2010 - July 2011
Compuware Corporation 2005 - March 2010
Oracle Financial Services 2004 - 2004
Covansys Corporation 1998 - 2004
Consulting Center for Finance 1996 - 1998
Cognizant Technology Solutions 1994 - 1996
Polaris Software Lab 1990 - 1994
Skills
SDLC, PMP, Program Management, Outsourcing, ITIL, Pre-sales, Banking, Process Improvement, Requirements Gathering, MS Project, Vendor Management, Management, Software Project..., Insurance, Manufacturing, IT Strategy, PMO, Requirements Analysis, Integration, Enterprise Architecture, Engagement Management, Healthcare, Global Delivery, Resource Management, Project Portfolio..., IT Service Management, Project Delivery, People Management, Offshoring, IT Management, Release Management, IT Outsourcing, Project Governance, IT Portfolio Management, Team Management, Testing, Enterprise Software, Software Development, Risk Management, Oracle, Change Management, IT Portfolio, Microsoft Project
Education
Central Michigan University 2001 — 2005
MSA, Information Resource Management
University of Madras 1980 — 1982
Master's Degree, Physics
University of Madras 1977 — 1980
Bachelor's Degree, Physics
E R High School 1975 — 1976
Secondary School Leaving Certificate, English, Math, Science
Kelly Hynes's TIAA-CREF Experience November 2006 - April 2010
Job Executive Director at Ernst & Young
Industry Information Technology and Services
Experience
EY March 2012 - Present
SITE & Associates, Inc October 2010 - March 2012
TIAA-CREF November 2006 - April 2010
Wachovia, A Wells Fargo Company April 1996 - September 2006
Travelers (Citi) April 1990 - April 1996
Bank of New England (Fleet Financial) December 1986 - April 1990
The Hartford December 1985 - November 1986
Skills
Change Management, Business Process..., Executive Management, CRM, Information Technology, Insurance, Leadership, Management Consulting, Cross-functional Team..., Strategy, Team Leadership, Project Management, ITIL Implementation, Project Portfolio..., Organizational..., PMP, PMO, Mergers & Acquisitions, SOA, Investments, Outsourcing, Software Project..., Financial Services, IT Management, Portfolio Management, Business Intelligence, Architecture, Project Planning, IT Strategy, Business Strategy, Integration, SDLC, Vendor Management, Enterprise Architecture, Business Analysis, Strategic Planning, Program Management, Management, Process Improvement, Mergers, Business Process, Risk Management, Business Transformation, Consulting, Governance, Business Process..., ITIL, Requirements Analysis, IT Service Management, Organizational...
Education
Rensselaer Polytechnic Institute 1989 — 1996
M.S., Mgt Financial Services
Central Connecticut State University 1981 — 1985
B.S., Mgt Information Systems
EY March 2012 - Present
SITE & Associates, Inc October 2010 - March 2012
TIAA-CREF November 2006 - April 2010
Wachovia, A Wells Fargo Company April 1996 - September 2006
Travelers (Citi) April 1990 - April 1996
Bank of New England (Fleet Financial) December 1986 - April 1990
The Hartford December 1985 - November 1986
Skills
Change Management, Business Process..., Executive Management, CRM, Information Technology, Insurance, Leadership, Management Consulting, Cross-functional Team..., Strategy, Team Leadership, Project Management, ITIL Implementation, Project Portfolio..., Organizational..., PMP, PMO, Mergers & Acquisitions, SOA, Investments, Outsourcing, Software Project..., Financial Services, IT Management, Portfolio Management, Business Intelligence, Architecture, Project Planning, IT Strategy, Business Strategy, Integration, SDLC, Vendor Management, Enterprise Architecture, Business Analysis, Strategic Planning, Program Management, Management, Process Improvement, Mergers, Business Process, Risk Management, Business Transformation, Consulting, Governance, Business Process..., ITIL, Requirements Analysis, IT Service Management, Organizational...
Education
Rensselaer Polytechnic Institute 1989 — 1996
M.S., Mgt Financial Services
Central Connecticut State University 1981 — 1985
B.S., Mgt Information Systems
Gregory Buck, PMP's TIAA-CREF Experience February 2005 - July 2009
Job Independent Business Consultant
Industry Management Consulting
Experience
Compass Group February 2013 - November 2014
The North Highland Company February 2010 - February 2013
Robert Half International July 2009 - February 2010
TIAA-CREF February 2005 - July 2009
Skills
Project Management, MS Project, MS Office Suite, Communications Planning, Business Process..., Project Coord, Business A, Financial Analysis, SharePoint, Siebel, Requirements Analysis, Document Management, Information Gathering, Process Improvement, Management Consulting, Business Strategy, Visio, Business Process, New Business Development, Financial Services, Management, Business Intelligence, Analysis, Microsoft Office, Program Management, Financial Modeling, Business Analysis, Leadership, Security Clearance, Finance, Business Transformation, Mergers & Acquisitions, Analytics, Cross-functional Team..., Requirements Gathering, Consulting, Executive Management, Business Development, IT Strategy, Supply Chain Management, Professional Services, PMO, Training, Human Resources, Project Portfolio..., Change Management, Sourcing, Vendor Management, Strategy, CRM
Education
Wake Forest University School of Business 2006 — 2008
MBA, Business Administration - Finance
Central Michigan University 1997 — 2002
BSBA, Finance and Investments
Compass Group February 2013 - November 2014
The North Highland Company February 2010 - February 2013
Robert Half International July 2009 - February 2010
TIAA-CREF February 2005 - July 2009
Skills
Project Management, MS Project, MS Office Suite, Communications Planning, Business Process..., Project Coord, Business A, Financial Analysis, SharePoint, Siebel, Requirements Analysis, Document Management, Information Gathering, Process Improvement, Management Consulting, Business Strategy, Visio, Business Process, New Business Development, Financial Services, Management, Business Intelligence, Analysis, Microsoft Office, Program Management, Financial Modeling, Business Analysis, Leadership, Security Clearance, Finance, Business Transformation, Mergers & Acquisitions, Analytics, Cross-functional Team..., Requirements Gathering, Consulting, Executive Management, Business Development, IT Strategy, Supply Chain Management, Professional Services, PMO, Training, Human Resources, Project Portfolio..., Change Management, Sourcing, Vendor Management, Strategy, CRM
Education
Wake Forest University School of Business 2006 — 2008
MBA, Business Administration - Finance
Central Michigan University 1997 — 2002
BSBA, Finance and Investments
Katasha Lloyd Katasha Lloyd's TIAA-CREF Experience April 2011 - July 2011
Job Recruiting Coordinator at Liberty Mutual Insurance
Industry Human Resources
Experience
Liberty Mutual Insurance December 2014 - Present
Polymer Group, Inc. May 2014 - November 2014
Bright Horizons September 2011 - August 2013
TIAA-CREF April 2011 - July 2011
Allstate May 2005 - December 2010
Grenadier Realty Corp November 2003 - January 2005
Claremont Management September 2000 - October 2003
Skills
SharePoint, Recruiting, Human Resources, Data Analysis, Team Building, Leadership, Stage-Gate, Interviewing Skills, ADP Workforce Now..., Emotional Intelligence, Microsoft Excel, Market Analyzing, Marketing, Training, Internal Communications, Event Management, Customer Service, Fundraising, Insurance, Call Centers, Sales, Customer Satisfaction, Customer Retention, Social Networking, Time Management, PowerPoint, Management, Selling, Microsoft Office, Sales Operations
Education
University of North Carolina at Charlotte 2012 — 2014
Management BSBA, Business Administration
Central Piedmont Community College 2007 — 2010
Associate in Science, Management
Liberty Mutual Insurance December 2014 - Present
Polymer Group, Inc. May 2014 - November 2014
Bright Horizons September 2011 - August 2013
TIAA-CREF April 2011 - July 2011
Allstate May 2005 - December 2010
Grenadier Realty Corp November 2003 - January 2005
Claremont Management September 2000 - October 2003
Skills
SharePoint, Recruiting, Human Resources, Data Analysis, Team Building, Leadership, Stage-Gate, Interviewing Skills, ADP Workforce Now..., Emotional Intelligence, Microsoft Excel, Market Analyzing, Marketing, Training, Internal Communications, Event Management, Customer Service, Fundraising, Insurance, Call Centers, Sales, Customer Satisfaction, Customer Retention, Social Networking, Time Management, PowerPoint, Management, Selling, Microsoft Office, Sales Operations
Education
University of North Carolina at Charlotte 2012 — 2014
Management BSBA, Business Administration
Central Piedmont Community College 2007 — 2010
Associate in Science, Management
Steven Katzman Steven Katzman's TIAA-CREF Experience February 2009 - April 2014
Job Consultant and Learning Facilitator at Semi Retired
Industry Financial Services
Experience
Semi Retired April 2014 - Present
Charlotte Chapter of the IIA 2011 - Present
The Institute of Internal Auditors Inc. 2010 - Present
TIAA-CREF February 2009 - April 2014
Institute of Internal Auditors 2010 - 2011
IIA 2006 - 2010
TIAA-CREF February 2005 - 2009
self July 2004 - February 2005
Bank of America September 2002 - July 2004
KPMG Peat Marwick August 2000 - June 2002
Skills
Audit, IT Audit, CISA, Enterprise Risk..., Certified Internal..., Process Improvement, Analysis, Non-profits, Team Building, Risk Mitigation, Problem Solving, IT Governance, Risk, TeamMate Audit..., Six Sigma, ITIL, Auditing, Risk Management, Financial Risk, Internal Audit, Governance, Risk Assessment, Fraud, Nonprofits, Sarbanes-Oxley Act, Information Security, COSO, Assurance, Information Technology, SAS70, Internal Controls, Business Process..., Management, Certified Fraud Examiner, Operational Risk..., Corporate Governance, Business Continuity, Quality Auditing, Operational Risk, COBIT, SEC filings, CISSP, GAAP, Leadership, Training, US GAAP, Accounting, Financial Analysis, Due Diligence, Financial Services
Education
Central Connecticut State University 1990 — 1995
BS, MIS with a Minor in Business
Semi Retired April 2014 - Present
Charlotte Chapter of the IIA 2011 - Present
The Institute of Internal Auditors Inc. 2010 - Present
TIAA-CREF February 2009 - April 2014
Institute of Internal Auditors 2010 - 2011
IIA 2006 - 2010
TIAA-CREF February 2005 - 2009
self July 2004 - February 2005
Bank of America September 2002 - July 2004
KPMG Peat Marwick August 2000 - June 2002
Skills
Audit, IT Audit, CISA, Enterprise Risk..., Certified Internal..., Process Improvement, Analysis, Non-profits, Team Building, Risk Mitigation, Problem Solving, IT Governance, Risk, TeamMate Audit..., Six Sigma, ITIL, Auditing, Risk Management, Financial Risk, Internal Audit, Governance, Risk Assessment, Fraud, Nonprofits, Sarbanes-Oxley Act, Information Security, COSO, Assurance, Information Technology, SAS70, Internal Controls, Business Process..., Management, Certified Fraud Examiner, Operational Risk..., Corporate Governance, Business Continuity, Quality Auditing, Operational Risk, COBIT, SEC filings, CISSP, GAAP, Leadership, Training, US GAAP, Accounting, Financial Analysis, Due Diligence, Financial Services
Education
Central Connecticut State University 1990 — 1995
BS, MIS with a Minor in Business
Christopher Sink Christopher Sink's TIAA-CREF Experience May 2012 - Present
Job Web Content Manager and Email Template Developer
Industry Computer Software
Experience
TIAA-CREF May 2012 - Present
Porkey's Bar-B-Que May 2005 - August 2010
Rowan Helping Ministries January 2009 - May 2009
Home of the Emissary 2002 - 2007
Skills
HTML, CSS, Serena Collage CMS, Fatwire CMS, UCM CMS, JavaScript, Dreamweaver, Photoshop, Microsoft Word
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2014
Master's, Computer Science
Catawba College 2006 — 2009
Bachelor of Science, Business Administration; Information Technology
Rowan Cabarrus Community College 2001 — 2003
Associates, Computer Programming
University of North Carolina at Charlotte
Math, Computer Science
TIAA-CREF May 2012 - Present
Porkey's Bar-B-Que May 2005 - August 2010
Rowan Helping Ministries January 2009 - May 2009
Home of the Emissary 2002 - 2007
Skills
HTML, CSS, Serena Collage CMS, Fatwire CMS, UCM CMS, JavaScript, Dreamweaver, Photoshop, Microsoft Word
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2014
Master's, Computer Science
Catawba College 2006 — 2009
Bachelor of Science, Business Administration; Information Technology
Rowan Cabarrus Community College 2001 — 2003
Associates, Computer Programming
University of North Carolina at Charlotte
Math, Computer Science
Brochel Douglas Brochel Douglas's TIAA-CREF Experience August 2013 - Present
Job
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
The Vanguard Group May 2011 - August 2013
Time Warner Cable September 2010 - April 2011
Integra Staffing, LLC April 2010 - July 2010
Hewitt Associates August 2008 - January 2010
Hewitt Associates, LLC February 2008 - August 2008
iQor, formerly IRMC (IntelliRisk Management Corporation, Inc June 2006 - February 2008
AT&T September 1992 - April 2006
Skills
PeopleSoft, Oracle Case Management, IEX TotalView, AVAYA CMS, Proprietary Customer..., Microsoft Office Suite, Customer Service, Leadership, Performance Management, Customer Satisfaction, Microsoft Office, Human Resources, Training, Avaya, Call Centers, Operations Management, Management, Project Management, Auditing, Telecommunications, Employee Benefits, Software Documentation, Time Management, Networking, Banking, Vendor Management, Process Improvement, Coaching, Employee Relations, Recruiting, Negotiation
Education
Montreat College 1997 — 2002
Bachelor of Science (BS), Business Administration and Management, General, 3.3
Central Piedmont Community College 2002 — 2002
Medical Office Assistant/Specialist
Stevens Institute of Technology 2001 — 2001
Master's Certificate, Project Management
TIAA-CREF August 2013 - Present
The Vanguard Group May 2011 - August 2013
Time Warner Cable September 2010 - April 2011
Integra Staffing, LLC April 2010 - July 2010
Hewitt Associates August 2008 - January 2010
Hewitt Associates, LLC February 2008 - August 2008
iQor, formerly IRMC (IntelliRisk Management Corporation, Inc June 2006 - February 2008
AT&T September 1992 - April 2006
Skills
PeopleSoft, Oracle Case Management, IEX TotalView, AVAYA CMS, Proprietary Customer..., Microsoft Office Suite, Customer Service, Leadership, Performance Management, Customer Satisfaction, Microsoft Office, Human Resources, Training, Avaya, Call Centers, Operations Management, Management, Project Management, Auditing, Telecommunications, Employee Benefits, Software Documentation, Time Management, Networking, Banking, Vendor Management, Process Improvement, Coaching, Employee Relations, Recruiting, Negotiation
Education
Montreat College 1997 — 2002
Bachelor of Science (BS), Business Administration and Management, General, 3.3
Central Piedmont Community College 2002 — 2002
Medical Office Assistant/Specialist
Stevens Institute of Technology 2001 — 2001
Master's Certificate, Project Management
Jay Drobbin Jay Drobbin's TIAA-CREF Experience August 2011 - Present
Job
Industry Financial Services
Experience
TIAA-CREF August 2011 - Present
MetLife December 2009 - August 2011
ING 2004 - March 2009
CitiStreet June 2004 - January 2009
UBS 2002 - 2004
Express Scripts 2001 - 2002
Managing Editor 1998 - 2000
Fairchild Publications 1995 - 1998
Skills
Marketing Communications, Corporate Communications, Product Marketing, Public Speaking, Electronic..., Sales Support, Internal Communications, Communications Strategy, Employee Benefits, Direct Marketing, Advertising, Integrated Marketing, Leadership, Marketing, Strategic Communications, Vendor Management
Education
University of Phoenix 2001 — 2003
MBA, Business Administration
Central Connecticut State University 1990 — 1994
BA, Communications - Public Relations/Interpersonal Communications
Hamilton High School North 1986 — 1990
TIAA-CREF August 2011 - Present
MetLife December 2009 - August 2011
ING 2004 - March 2009
CitiStreet June 2004 - January 2009
UBS 2002 - 2004
Express Scripts 2001 - 2002
Managing Editor 1998 - 2000
Fairchild Publications 1995 - 1998
Skills
Marketing Communications, Corporate Communications, Product Marketing, Public Speaking, Electronic..., Sales Support, Internal Communications, Communications Strategy, Employee Benefits, Direct Marketing, Advertising, Integrated Marketing, Leadership, Marketing, Strategic Communications, Vendor Management
Education
University of Phoenix 2001 — 2003
MBA, Business Administration
Central Connecticut State University 1990 — 1994
BA, Communications - Public Relations/Interpersonal Communications
Hamilton High School North 1986 — 1990
John Lensi, CLU, ChFC, RHU, REBC, CMFC, LLIF John Lensi, CLU, ChFC, RHU, REBC, CMFC, LLIF's TIAA-CREF Experience March 2003 - September 2006
Job Independent Insurance Consulting
Industry Insurance
Experience
Impact Technologies Group, Inc. June 2009 - January 2014
Crump Life Insurance Services February 2007 - February 2009
TIAA-CREF March 2003 - September 2006
The MONY Group/AXA 2000 - 2002
Prudential Financial 1991 - 2001
Lincoln Financial Group 1987 - 1991
Banner Life & MetLife 1974 - 1986
Skills
Consultative Sales..., Sales Management, Sales Support, Sales Operations, Recruiting, Insurance Wholesaling, Marketing Management, Project Management, Financial Planning, Executive Management, Insurance Planning, Software Sales, Software Training, Profit & Loss Management, Sales Process, Organizational..., Distribution Management, Training & Development, Retirement Planning, Estate Planning, Decision Making Skills, New Business Development, Strategic Planning, Life Insurance &..., Staff Mentoring, Key Account Development, Key Account Acquisition..., National Account..., Sales Management..., Software, Technology Solutions, Solutions Selling, Team Building, Building High..., Mentoring Of Staff, Fixed Annuities, Insurance, Financial Planners, Strategic Financial..., Series 6, Life Insurance, Marketing, Financial Services, Retirement, Disability Insurance, Wealth Management, Mutual Funds, Financial Advisory, Long-term Care, Relationship Management
Education
Central Connecticut State University
Bachelor of Science, Buiness Administration
College for Financial Planning
CMFC designation, Mutual Funds & Investments
The American College
CLU, ChFC, REBC, RHU, Insurance & Financial Services
The Wharton Business School / Babson College / LIMRA International
LLIF designation, Executive Management / Financial Services studies
Impact Technologies Group, Inc. June 2009 - January 2014
Crump Life Insurance Services February 2007 - February 2009
TIAA-CREF March 2003 - September 2006
The MONY Group/AXA 2000 - 2002
Prudential Financial 1991 - 2001
Lincoln Financial Group 1987 - 1991
Banner Life & MetLife 1974 - 1986
Skills
Consultative Sales..., Sales Management, Sales Support, Sales Operations, Recruiting, Insurance Wholesaling, Marketing Management, Project Management, Financial Planning, Executive Management, Insurance Planning, Software Sales, Software Training, Profit & Loss Management, Sales Process, Organizational..., Distribution Management, Training & Development, Retirement Planning, Estate Planning, Decision Making Skills, New Business Development, Strategic Planning, Life Insurance &..., Staff Mentoring, Key Account Development, Key Account Acquisition..., National Account..., Sales Management..., Software, Technology Solutions, Solutions Selling, Team Building, Building High..., Mentoring Of Staff, Fixed Annuities, Insurance, Financial Planners, Strategic Financial..., Series 6, Life Insurance, Marketing, Financial Services, Retirement, Disability Insurance, Wealth Management, Mutual Funds, Financial Advisory, Long-term Care, Relationship Management
Education
Central Connecticut State University
Bachelor of Science, Buiness Administration
College for Financial Planning
CMFC designation, Mutual Funds & Investments
The American College
CLU, ChFC, REBC, RHU, Insurance & Financial Services
The Wharton Business School / Babson College / LIMRA International
LLIF designation, Executive Management / Financial Services studies
Patricia Ann Jackson's TIAA-CREF Experience April 2011 - January 2013
Job Patient Safety Attendant at BAYADA Home Health Care
Industry Insurance
Experience
Home Instead Senior Care April 2015 - August 2015
Premier Home Health Care Services, Inc April 2015 - July 2015
BrightStar Care November 2014 - July 2015
East Towne Manor/DePaul August 2014 - August 2014
Carolina Medical Center NorthEast April 2014 - April 2014
Stanly Manor January 2014 - March 2014
TalentBridge October 2013 - December 2013
TIAA-CREF April 2011 - January 2013
TIAA-CREF October 2004 - April 2011
TIAA-CREF May 2002 - October 2004
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, IRIS, PCAT, PACE, APPS, ACIS, VIEW, LAN, PY01, TOLS, Apple Computer, Windows NT, Brokerview, Optical & Einstein, J Walk Production, Agency Management..., ID3 Fiserv Life..., Locate answers or..., Handle complaints, Delegate responsibility, Self-motivated, Accounts Receivable, PowerPoint, Life Insurance, Customer Service, Payroll, Demonstrated time..., Ability to work without..., Strong attention to..., Ability to react to..., Ability and willingness..., Proficiency with office..., Proficiency with..., Investments, Fixed Annuities, Account Reconciliation, Invoicing, Data Entry, Beta, Stellent Imaging and..., Participant Browser..., Direct Registration..., •Ability to provide..., •Effective time..., Software Lifecycle, Management, Risk Management, Leadership
Education
Central Piedmont Community College 1993 — 2006
Rowan-Cabarrus Community College
Associate in Applied Science Degree, Healthcare Business Informatics
Home Instead Senior Care April 2015 - August 2015
Premier Home Health Care Services, Inc April 2015 - July 2015
BrightStar Care November 2014 - July 2015
East Towne Manor/DePaul August 2014 - August 2014
Carolina Medical Center NorthEast April 2014 - April 2014
Stanly Manor January 2014 - March 2014
TalentBridge October 2013 - December 2013
TIAA-CREF April 2011 - January 2013
TIAA-CREF October 2004 - April 2011
TIAA-CREF May 2002 - October 2004
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, IRIS, PCAT, PACE, APPS, ACIS, VIEW, LAN, PY01, TOLS, Apple Computer, Windows NT, Brokerview, Optical & Einstein, J Walk Production, Agency Management..., ID3 Fiserv Life..., Locate answers or..., Handle complaints, Delegate responsibility, Self-motivated, Accounts Receivable, PowerPoint, Life Insurance, Customer Service, Payroll, Demonstrated time..., Ability to work without..., Strong attention to..., Ability to react to..., Ability and willingness..., Proficiency with office..., Proficiency with..., Investments, Fixed Annuities, Account Reconciliation, Invoicing, Data Entry, Beta, Stellent Imaging and..., Participant Browser..., Direct Registration..., •Ability to provide..., •Effective time..., Software Lifecycle, Management, Risk Management, Leadership
Education
Central Piedmont Community College 1993 — 2006
Rowan-Cabarrus Community College
Associate in Applied Science Degree, Healthcare Business Informatics
David Doty • REALTOR® • L.I.O.N.'s TIAA-CREF Experience July 2007 - June 2012
Job YOUR Real Estate Broker @ RE/MAX Leading Edge ►Let's Connect!◄
Industry Real Estate
Experience
RE/MAX Leading Edge January 2015 - Present
Real Estate Independence, LLC October 2014 - February 2015
Real Estate Independence, LLC July 2012 - October 2014
TIAA-CREF July 2007 - June 2012
Integrity Electric 2007 - 2007
The Flag Keepers 2006 - 2007
Waste Management, Inc. October 1999 - July 2006
Rowan Christian Church January 2003 - August 2005
American Promotional Events 1996 - 1997
Skills
Servant Leadership, Conflict Resolution, Continuous Improvement, Team Building, Customer Service, Process Improvement, Mediation, Project Execution, Project Management, Leadership, Management, Team Leadership, Change Management, Strategic Planning, Negotiation, Contract Negotiation, Risk Management, System Administration, Sales, Real Estate, Investments, Business Analysis, Financial Analysis, Training, Time Management, Microsoft Excel, Public Relations, Budgets, Coaching, Employee Engagement, Leadership Development, Business Planning, Business Process..., Business Strategy, Management Consulting, Project Planning, Call Centers, Financial Services, Asset Management, Start-ups, Public Speaking, Due Diligence, Employee Relations, Strategy, Vendor Management, Executive Management, Business Development, Customer Satisfaction, Cross-functional Team..., Selling
Education
Superior School of Real Estate 2015 — 2015
75 hour broker prelicensing course
Rich Dad Education 2012 — 2013
n/a
Gonzaga University 2009 — 2010
Organizational Leadership
Catawba College 2006 — 2008
B.A.
Rowan-Cabarrus Community College 1993 — 1997
A.L. Brown High 1989 — 1993
RE/MAX Leading Edge January 2015 - Present
Real Estate Independence, LLC October 2014 - February 2015
Real Estate Independence, LLC July 2012 - October 2014
TIAA-CREF July 2007 - June 2012
Integrity Electric 2007 - 2007
The Flag Keepers 2006 - 2007
Waste Management, Inc. October 1999 - July 2006
Rowan Christian Church January 2003 - August 2005
American Promotional Events 1996 - 1997
Skills
Servant Leadership, Conflict Resolution, Continuous Improvement, Team Building, Customer Service, Process Improvement, Mediation, Project Execution, Project Management, Leadership, Management, Team Leadership, Change Management, Strategic Planning, Negotiation, Contract Negotiation, Risk Management, System Administration, Sales, Real Estate, Investments, Business Analysis, Financial Analysis, Training, Time Management, Microsoft Excel, Public Relations, Budgets, Coaching, Employee Engagement, Leadership Development, Business Planning, Business Process..., Business Strategy, Management Consulting, Project Planning, Call Centers, Financial Services, Asset Management, Start-ups, Public Speaking, Due Diligence, Employee Relations, Strategy, Vendor Management, Executive Management, Business Development, Customer Satisfaction, Cross-functional Team..., Selling
Education
Superior School of Real Estate 2015 — 2015
75 hour broker prelicensing course
Rich Dad Education 2012 — 2013
n/a
Gonzaga University 2009 — 2010
Organizational Leadership
Catawba College 2006 — 2008
B.A.
Rowan-Cabarrus Community College 1993 — 1997
A.L. Brown High 1989 — 1993
Maria Manzella Maria Manzella's TIAA-CREF Experience April 2011 - October 2014
Job Business Analyst
Industry Financial Services
Experience
TIAA-CREF April 2011 - October 2014
TAPFIN Process Solutions March 2009 - April 2011
TIAA-CREF 2001 - 2008
TIAA-CREF 2000 - 2001
TIAA-CREF 1995 - 1999
Skills
Microsoft Excel, CRM, PowerPoint, Project Management, Access, Microsoft Word, Integration
Education
Franklin K. Lane High School 1979 — 1982
Central Piedmont Community College
Pursuing
TIAA-CREF April 2011 - October 2014
TAPFIN Process Solutions March 2009 - April 2011
TIAA-CREF 2001 - 2008
TIAA-CREF 2000 - 2001
TIAA-CREF 1995 - 1999
Skills
Microsoft Excel, CRM, PowerPoint, Project Management, Access, Microsoft Word, Integration
Education
Franklin K. Lane High School 1979 — 1982
Central Piedmont Community College
Pursuing
Daniel Hsu's TIAA-CREF Experience July 2006 - Present
Job TIAACREF Global Real Estate
Industry Real Estate
Experience
TIAA-CREF July 2006 - Present
Skills
Real Estate Economics, Valuation, Asset Managment, Financial Modeling, Investments, Due Diligence, Financial Analysis, Real Estate, Capital Markets, Disposition, Real Estate Development, Private Equity, DCF, Alternative Investments, Asset Management, Commercial Real Estate, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Real Estate, Finance
Carnegie Mellon University 1992 — 1997
Bachelor of Architecture, Architecture
Carnegie Mellon University 1992 — 1997
Bachelor of Science (B.S.), Industrial Management
TIAA-CREF July 2006 - Present
Skills
Real Estate Economics, Valuation, Asset Managment, Financial Modeling, Investments, Due Diligence, Financial Analysis, Real Estate, Capital Markets, Disposition, Real Estate Development, Private Equity, DCF, Alternative Investments, Asset Management, Commercial Real Estate, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Real Estate, Finance
Carnegie Mellon University 1992 — 1997
Bachelor of Architecture, Architecture
Carnegie Mellon University 1992 — 1997
Bachelor of Science (B.S.), Industrial Management
E. Craig Porter's TIAA-CREF Experience July 2012 - Present
Job
Industry Market Research
Experience
TIAA-CREF July 2012 - Present
TIAA-CREF November 2009 - August 2012
TIAA-CREF August 2006 - February 2011
MORPACE International, Inc. October 1998 - August 2006
First Chicago NBD March 1993 - October 1998
Michigan National Bank 1988 - 1993
Skills
Analytics, Customer Insight, Marketing Strategy, Business Strategy, Strategy, Analysis, B2B, Segmentation, Market Research, Marketing Research, Competitive Analysis, Competitive Intelligence, Financial Services, Strategic Planning, Market Analysis, Data Analysis, Cross-functional Team..., CRM, Direct Marketing, Customer Satisfaction, Customer Experience, Business Analysis
Education
Central Michigan University 1988 — 1995
Masters, Management
Oakland University 1983 — 1988
B.S., Marketing
TIAA-CREF July 2012 - Present
TIAA-CREF November 2009 - August 2012
TIAA-CREF August 2006 - February 2011
MORPACE International, Inc. October 1998 - August 2006
First Chicago NBD March 1993 - October 1998
Michigan National Bank 1988 - 1993
Skills
Analytics, Customer Insight, Marketing Strategy, Business Strategy, Strategy, Analysis, B2B, Segmentation, Market Research, Marketing Research, Competitive Analysis, Competitive Intelligence, Financial Services, Strategic Planning, Market Analysis, Data Analysis, Cross-functional Team..., CRM, Direct Marketing, Customer Satisfaction, Customer Experience, Business Analysis
Education
Central Michigan University 1988 — 1995
Masters, Management
Oakland University 1983 — 1988
B.S., Marketing
Albert Halberstadt's TIAA-CREF Experience 1993 - 1995
Job High Profile Event & Conference Management | Fortune 500 Experience with MassMutual and American Express
Industry Financial Services
Experience
MassMutual Financial Group September 2007 - Present
American Express 2002 - 2007
American Express 1999 - 2002
American Express 1996 - 1999
TIAA-CREF 1993 - 1995
Education
Central Connecticut State University
BA, Special Studies/ Graphic Design
Northwest Catholic HS
MassMutual Financial Group September 2007 - Present
American Express 2002 - 2007
American Express 1999 - 2002
American Express 1996 - 1999
TIAA-CREF 1993 - 1995
Education
Central Connecticut State University
BA, Special Studies/ Graphic Design
Northwest Catholic HS
Doug MacLeod's TIAA-CREF Experience 2013 - Present
Job Senior Engineer, Audio, Video & Web Collaboration at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF 2013 - Present
Delhaize Group 2011 - 2013
Capital One 2010 - March 2011
DOOSAN INFRACORE INTERNATIONAL 2007 - 2009
INGERSOLL RAND 2001 - 2007
INGERSOLL RAND 2000 - 2001
INGERSOLL RAND 1997 - 2000
INGERSOLL RAND 1994 - 1997
HYDE BUCCHI AND COMPANY 1987 - 1994
THE HARTFORD INSURANCE COMPANY 1984 - 1987
Skills
SharePoint, IT Management, Lotus Notes, Team Leadership, Project Management, Cloud Computing, ITIL, IT Service Management, IT Strategy, Integration, Process Improvement, Windows Server, SaaS, Microsoft Exchange, Networking, Microsoft Technologies, System Deployment, Strategy, Technical Support, Active Directory, Management, Information Technology, Vendor Management, Leadership, PMO, Six Sigma
Education
Central Connecticut State University 1979 — 1983
BS
TIAA-CREF 2013 - Present
Delhaize Group 2011 - 2013
Capital One 2010 - March 2011
DOOSAN INFRACORE INTERNATIONAL 2007 - 2009
INGERSOLL RAND 2001 - 2007
INGERSOLL RAND 2000 - 2001
INGERSOLL RAND 1997 - 2000
INGERSOLL RAND 1994 - 1997
HYDE BUCCHI AND COMPANY 1987 - 1994
THE HARTFORD INSURANCE COMPANY 1984 - 1987
Skills
SharePoint, IT Management, Lotus Notes, Team Leadership, Project Management, Cloud Computing, ITIL, IT Service Management, IT Strategy, Integration, Process Improvement, Windows Server, SaaS, Microsoft Exchange, Networking, Microsoft Technologies, System Deployment, Strategy, Technical Support, Active Directory, Management, Information Technology, Vendor Management, Leadership, PMO, Six Sigma
Education
Central Connecticut State University 1979 — 1983
BS
Joe Gordin's TIAA-CREF Experience May 2008 - Present
Job Director at TIAACREF
Industry Investment Management
Experience
TIAA-CREF May 2008 - Present
Education
Carnegie Mellon University
Carnegie Mellon University - Tepper School of Business
Computational Finance
New York University
MS, Computer Science, Algorithms, Networks, Databases
New York University - Polytechnic School of Engineering
BS, Electrical Engineering, Fiber Optic Communication
TIAA-CREF May 2008 - Present
Education
Carnegie Mellon University
Carnegie Mellon University - Tepper School of Business
Computational Finance
New York University
MS, Computer Science, Algorithms, Networks, Databases
New York University - Polytechnic School of Engineering
BS, Electrical Engineering, Fiber Optic Communication
Mike Bitgood's TIAA-CREF Experience May 2014 - Present
Job JV Boys Basketball Coach at Union Academy
Industry Information Technology and Services
Experience
Union Academy November 2014 - Present
TIAA-CREF May 2014 - Present
Bank of America December 2013 - May 2014
Lash Group June 2013 - November 2013
Bank of America July 2011 - May 2013
Compass Group North America September 2010 - June 2011
Hayes Management Consulting September 2007 - March 2010
CMC-NorthEast 2003 - 2007
Synapse Technology 2000 - 2001
Skills
Business Intelligence, Business Analysis, Data Analysis, Data Modeling, Data Warehousing, ETL, Database Administration, Databases, Leadership, SQL, SDLC, Oracle SQL Developer, Microsoft SQL Server, Team Building, SharePoint
Education
University of Maryland College Park 1990 — 1993
B.A., Economics
Catonsville Community College 1988 — 1990
Union Academy November 2014 - Present
TIAA-CREF May 2014 - Present
Bank of America December 2013 - May 2014
Lash Group June 2013 - November 2013
Bank of America July 2011 - May 2013
Compass Group North America September 2010 - June 2011
Hayes Management Consulting September 2007 - March 2010
CMC-NorthEast 2003 - 2007
Synapse Technology 2000 - 2001
Skills
Business Intelligence, Business Analysis, Data Analysis, Data Modeling, Data Warehousing, ETL, Database Administration, Databases, Leadership, SQL, SDLC, Oracle SQL Developer, Microsoft SQL Server, Team Building, SharePoint
Education
University of Maryland College Park 1990 — 1993
B.A., Economics
Catonsville Community College 1988 — 1990
Todd Borkowski's TIAA-CREF Experience March 2008 - April 2010
Job Senior Consultant at Carlisle & Gallagher Consulting Group
Industry Information Technology and Services
Experience
Carlisle & Gallagher Consulting Group January 2011 - Present
RealEstate.com 2004 - Present
Lending Tree 2003 - Present
American Tire Distributors May 2010 - January 2011
TIAA-CREF March 2008 - April 2010
Lendingtree August 2000 - March 2008
Unisys 1998 - 2000
Moore Medical 1994 - 1997
Skills
SDLC, Business Analysis, Visio, Requirements Analysis, Agile Methodologies, SharePoint, Process Improvement, User Acceptance Testing, Requirements Gathering, Software Project..., Vendor Management, Business Intelligence, SQL, Quality Assurance, Quality Center, Testing, Business Requirements, Data Warehousing, Agile Project Management, Software Development, Business Process..., PMO, Software Documentation
Education
Central Connecticut State University 1986 — 1991
Carlisle & Gallagher Consulting Group January 2011 - Present
RealEstate.com 2004 - Present
Lending Tree 2003 - Present
American Tire Distributors May 2010 - January 2011
TIAA-CREF March 2008 - April 2010
Lendingtree August 2000 - March 2008
Unisys 1998 - 2000
Moore Medical 1994 - 1997
Skills
SDLC, Business Analysis, Visio, Requirements Analysis, Agile Methodologies, SharePoint, Process Improvement, User Acceptance Testing, Requirements Gathering, Software Project..., Vendor Management, Business Intelligence, SQL, Quality Assurance, Quality Center, Testing, Business Requirements, Data Warehousing, Agile Project Management, Software Development, Business Process..., PMO, Software Documentation
Education
Central Connecticut State University 1986 — 1991
Tony Proctor, EA's TIAA-CREF Experience May 2006 - March 2007
Job Experienced Enrolled Agent / Tax Consultant: Bookkeeping | Payroll | Federal & State Returns | Corporate Returns
Industry Financial Services
Experience
Proctor & Assocs. Tax and Bookkeeping Service January 2005 - Present
AmWINS Group May 2014 - June 2015
AmWINS Group, Inc June 2008 - May 2014
VEP Travel and Events January 2006 - December 2008
Dassault Systemes Americas April 2007 - June 2008
TIAA-CREF May 2006 - March 2007
Wachovia Bank, N.A. March 2006 - April 2006
Department of Veterans Affairs June 2005 - March 2006
U.S. Department of Health and Human Services January 2005 - June 2005
Skills
Tax Preparation, Bookkeeping, Payroll Services, iPhone Support, Blackberry, Customer Service, PDA, Training, Microsoft Exchange, Outlook, Small Business, Access, Management Consulting, Strategic Planning, Project Management, Microsoft Excel, Microsoft Office, Public Speaking, Computer Hardware, Blackberry Enterprise..., Active Directory, Technical Support, Troubleshooting, Operating Systems, Windows 7, Management, Windows, Information Technology, Payroll, Human Resources
Education
Xavier University of Louisiana 1999 — 2004
Bachelor of Arts
Central Piedmont Community College 2009 — 2010
Proctor & Assocs. Tax and Bookkeeping Service January 2005 - Present
AmWINS Group May 2014 - June 2015
AmWINS Group, Inc June 2008 - May 2014
VEP Travel and Events January 2006 - December 2008
Dassault Systemes Americas April 2007 - June 2008
TIAA-CREF May 2006 - March 2007
Wachovia Bank, N.A. March 2006 - April 2006
Department of Veterans Affairs June 2005 - March 2006
U.S. Department of Health and Human Services January 2005 - June 2005
Skills
Tax Preparation, Bookkeeping, Payroll Services, iPhone Support, Blackberry, Customer Service, PDA, Training, Microsoft Exchange, Outlook, Small Business, Access, Management Consulting, Strategic Planning, Project Management, Microsoft Excel, Microsoft Office, Public Speaking, Computer Hardware, Blackberry Enterprise..., Active Directory, Technical Support, Troubleshooting, Operating Systems, Windows 7, Management, Windows, Information Technology, Payroll, Human Resources
Education
Xavier University of Louisiana 1999 — 2004
Bachelor of Arts
Central Piedmont Community College 2009 — 2010
Fred Schmidt's TIAA-CREF Experience January 2014 - Present
Job Director IT at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
TIAA-CREF April 2005 - January 2014
Fidelity Capital Markets 2000 - 2005
Program Planning Professionals (PCubed) April 2000 - April 2001
United Technologies - Pratt&Whitney 1987 - 2000
Skills
Market Data, Electronic Trading, Fixed Income, Trading, Equities, IT Strategy, Capital Markets, Trading Systems, Business Analysis, Equity Trading, Financial Services, Integration, Portfolio Management, Program Management, Project Management, Project Portfolio..., Software Project..., Vendor Management, Bloomberg, Business Process...
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MBA, Finance
Stony Brook University 1984 — 1987
BSEE, Electrical Engineering
TIAA-CREF January 2014 - Present
TIAA-CREF April 2005 - January 2014
Fidelity Capital Markets 2000 - 2005
Program Planning Professionals (PCubed) April 2000 - April 2001
United Technologies - Pratt&Whitney 1987 - 2000
Skills
Market Data, Electronic Trading, Fixed Income, Trading, Equities, IT Strategy, Capital Markets, Trading Systems, Business Analysis, Equity Trading, Financial Services, Integration, Portfolio Management, Program Management, Project Management, Project Portfolio..., Software Project..., Vendor Management, Bloomberg, Business Process...
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MBA, Finance
Stony Brook University 1984 — 1987
BSEE, Electrical Engineering
Andrea Bordes's TIAA-CREF Experience June 2011 - December 2011
Job Workforce Analyst
Industry Arts and Crafts
Experience
Optum October 2013 - Present
TIAA-CREF June 2011 - December 2011
TIAA-CREF May 2010 - October 2010
TIAA CREF May 2008 - July 2009
TIAA-CREF June 2004 - May 2008
TIAA-CREF August 1988 - June 2004
Skills
Business Analysis, Software Documentation, Project Management, Management, Business Process..., Business Process
Education
Central Piedmont Community College 2010 — 2011
Certificate:, Six Sigma Green Belt, Project Management, Business Analyst
University of Phoenix 2004 — 2007
Computer Technology/Computer Systems Technology
LIU Brooklyn 1997 — 1998
Certificate, Programming
Fashion Institute of Technology 1990 — 1992
Art & Advertising Design
City University of New York City College 1984 — 1986
Advertising and Design
Optum October 2013 - Present
TIAA-CREF June 2011 - December 2011
TIAA-CREF May 2010 - October 2010
TIAA CREF May 2008 - July 2009
TIAA-CREF June 2004 - May 2008
TIAA-CREF August 1988 - June 2004
Skills
Business Analysis, Software Documentation, Project Management, Management, Business Process..., Business Process
Education
Central Piedmont Community College 2010 — 2011
Certificate:, Six Sigma Green Belt, Project Management, Business Analyst
University of Phoenix 2004 — 2007
Computer Technology/Computer Systems Technology
LIU Brooklyn 1997 — 1998
Certificate, Programming
Fashion Institute of Technology 1990 — 1992
Art & Advertising Design
City University of New York City College 1984 — 1986
Advertising and Design
Shai Wolkowicki's TIAA-CREF Experience July 2006 - March 2008
Job Principal at Shai Town Realty Group, Inc.
Industry Real Estate
Experience
Shai Town Realty Group, Inc. October 2008 - Present
TIAA-CREF July 2006 - March 2008
TIAA-CREF May 2006 - July 2006
Skills
Valuation, Real Estate Economics, Brokerage, Real Estate, Investments, Disposition, Due Diligence, Portfolio Management, Financial Analysis, Financial Modeling, Loans, Asset Managment, Real Estate Transactions, Private Equity, Investment Properties, Equities, Real Estate Financing, Risk Management, Finance, Real Estate Development, Property, Asset Management, Commercial Real Estate, Property Management, Dispositions, Land Acquisition
Education
Carnegie Mellon University 2002 — 2006
Bachelor of Science, Biological Sciences
Shai Town Realty Group, Inc. October 2008 - Present
TIAA-CREF July 2006 - March 2008
TIAA-CREF May 2006 - July 2006
Skills
Valuation, Real Estate Economics, Brokerage, Real Estate, Investments, Disposition, Due Diligence, Portfolio Management, Financial Analysis, Financial Modeling, Loans, Asset Managment, Real Estate Transactions, Private Equity, Investment Properties, Equities, Real Estate Financing, Risk Management, Finance, Real Estate Development, Property, Asset Management, Commercial Real Estate, Property Management, Dispositions, Land Acquisition
Education
Carnegie Mellon University 2002 — 2006
Bachelor of Science, Biological Sciences
Andréa Hawkins's TIAA-CREF Experience June 2015 - Present
Job Business Leader Sole and Multi Vendor Recordkeeping at TIAACREF
Industry Insurance
Experience
TIAA-CREF June 2015 - Present
Prudential Retirement October 2012 - January 2015
OptumHealth January 2010 - July 2012
The Hartford Insurance Group June 2007 - January 2010
MassMutual Financial Group April 2003 - May 2007
CIGNA Healthcare March 1997 - April 2003
Aetna September 1987 - August 1996
Skills
Marketing Strategy, Business Process, Insurance, Management, Outsourcing, Process Improvement, Risk Management, Strategic Planning, Strategy, Program Management, Financial Services, Business Process..., Leadership, SDLC, Vendor Management, Change Management, Training, Business Requirements, Resource Management, Analysis, Project Management, Business Analysis, Finance, PMP, Project Planning, Six Sigma
Education
University of Hartford 1998 — 2008
Masters, Organizational Behavior
Central Connecticut State University 1990 — 1996
Bachelors, Business Management
TIAA-CREF June 2015 - Present
Prudential Retirement October 2012 - January 2015
OptumHealth January 2010 - July 2012
The Hartford Insurance Group June 2007 - January 2010
MassMutual Financial Group April 2003 - May 2007
CIGNA Healthcare March 1997 - April 2003
Aetna September 1987 - August 1996
Skills
Marketing Strategy, Business Process, Insurance, Management, Outsourcing, Process Improvement, Risk Management, Strategic Planning, Strategy, Program Management, Financial Services, Business Process..., Leadership, SDLC, Vendor Management, Change Management, Training, Business Requirements, Resource Management, Analysis, Project Management, Business Analysis, Finance, PMP, Project Planning, Six Sigma
Education
University of Hartford 1998 — 2008
Masters, Organizational Behavior
Central Connecticut State University 1990 — 1996
Bachelors, Business Management
Sarah Jamerson, MBA, CTP's TIAA-CREF Experience October 2014 - Present
Job Director, Product Management Managed Accounts at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF July 2012 - October 2014
TIAA-CREF May 2011 - July 2012
TIAA-CREF June 2009 - May 2011
Wells Fargo June 2007 - June 2009
Wachovia January 2007 - June 2007
Wachovia September 2006 - November 2006
Wachovia May 2006 - September 2006
Wachovia September 2005 - December 2005
Wachovia May 2005 - August 2005
Education
East Carolina University - College of Business 2008 — 2010
MBA
University of North Carolina at Charlotte 2004 — 2006
B.S
Carleton University 2001 — 2002
TIAA-CREF October 2014 - Present
TIAA-CREF July 2012 - October 2014
TIAA-CREF May 2011 - July 2012
TIAA-CREF June 2009 - May 2011
Wells Fargo June 2007 - June 2009
Wachovia January 2007 - June 2007
Wachovia September 2006 - November 2006
Wachovia May 2006 - September 2006
Wachovia September 2005 - December 2005
Wachovia May 2005 - August 2005
Education
East Carolina University - College of Business 2008 — 2010
MBA
University of North Carolina at Charlotte 2004 — 2006
B.S
Carleton University 2001 — 2002
Mikael Fritts's TIAA-CREF Experience July 2010 - October 2010
Job Information Technology Services at Central Piedmont Community College
Industry Information Technology and Services
Experience
Central Piedmont Community College November 2013 - Present
Freelance Design & Development June 2000 - Present
Sourcebits, Inc. August 2012 - December 2012
Duke Energy Corporation October 2011 - February 2012
Bank of America January 2011 - July 2011
TIAA-CREF July 2010 - October 2010
New Way Media March 2009 - September 2009
AEBN January 2001 - October 2008
AEBN January 2001 - October 2008
AEBN February 2005 - January 2008
Skills
Web Development, Web Design, Content Management, User Experience, HTML 5, HTML, XHTML, CSS, CSS3, JavaScript, jQuery, AJAX, JSON, WordPress, Mobile Applications, User Interface, SEO, Web Applications, Google Analytics, LAMP, Adobe Creative Suite, Mobile Devices, Accessibility, Front-end, Multimedia, MySQL, PHP, E-commerce, Responsive/Adaptive..., Java, PHP4/5, Agile & Waterfall..., Custom CMS Development, Flash, HTML5
Education
Central Piedmont Community College 2013 — 2015
Associate of Science (A.S.), Web Technologies, 3.6
North Carolina School of the Arts 1996 — 2000
BFA Program, Filmmaking
Central Piedmont Community College November 2013 - Present
Freelance Design & Development June 2000 - Present
Sourcebits, Inc. August 2012 - December 2012
Duke Energy Corporation October 2011 - February 2012
Bank of America January 2011 - July 2011
TIAA-CREF July 2010 - October 2010
New Way Media March 2009 - September 2009
AEBN January 2001 - October 2008
AEBN January 2001 - October 2008
AEBN February 2005 - January 2008
Skills
Web Development, Web Design, Content Management, User Experience, HTML 5, HTML, XHTML, CSS, CSS3, JavaScript, jQuery, AJAX, JSON, WordPress, Mobile Applications, User Interface, SEO, Web Applications, Google Analytics, LAMP, Adobe Creative Suite, Mobile Devices, Accessibility, Front-end, Multimedia, MySQL, PHP, E-commerce, Responsive/Adaptive..., Java, PHP4/5, Agile & Waterfall..., Custom CMS Development, Flash, HTML5
Education
Central Piedmont Community College 2013 — 2015
Associate of Science (A.S.), Web Technologies, 3.6
North Carolina School of the Arts 1996 — 2000
BFA Program, Filmmaking
Victoria Lui's TIAA-CREF Experience 2014 - Present
Job
Industry Investment Management
Experience
TIAA-CREF 2014 - Present
Partnership Capital Growth 2013 - August 2013
BNP Paribas 2010 - 2012
BNP Paribas 2009 - 2010
BNP Paribas 2007 - 2009
JPMorgan Chase 2006 - 2006
Skills
Capital Markets, Bloomberg, Equity Research, Credit Analysis, Investments, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Leveraged Finance, Alternative Investments, Financial Markets, Due Diligence, Restructuring
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Carnegie Mellon University
Bachelors in Science, Statistics and Business Administration - Finance
TIAA-CREF 2014 - Present
Partnership Capital Growth 2013 - August 2013
BNP Paribas 2010 - 2012
BNP Paribas 2009 - 2010
BNP Paribas 2007 - 2009
JPMorgan Chase 2006 - 2006
Skills
Capital Markets, Bloomberg, Equity Research, Credit Analysis, Investments, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Leveraged Finance, Alternative Investments, Financial Markets, Due Diligence, Restructuring
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Carnegie Mellon University
Bachelors in Science, Statistics and Business Administration - Finance
Tonya Patel's TIAA-CREF Experience September 2012 - Present
Job Administrative Assistant
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
Carolinas Hematology and Oncology Associates June 2012 - July 2012
ECPI University May 2011 - July 2012
NSA / Juice Plus+ September 2009 - May 2012
Premier Inc. 2000 - 2010
Premier, Inc. August 2003 - July 2005
Premier, Inc. February 2001 - August 2003
Skills
Management, Staff Development, Contract Management, Customer Service, Coaching, Team Building, Project Management, Microsoft Excel, Public Speaking, Strategic Planning, Outlook, Microsoft Word, Certified EKG Technician, billing and coding..., Cpr Certified, first aid certified, Healthcare Consulting, First Aid, Phlebotomy
Education
ECPI University 2011 — 2012
AAS, Allied Health and Medical Assisting Services, 3.93
Building Owners and Managers Institute 2004 — 2006
FMA, Facilities Management
Central Piedmont Community College
University of North Carolina at Charlotte
TIAA-CREF September 2012 - Present
Carolinas Hematology and Oncology Associates June 2012 - July 2012
ECPI University May 2011 - July 2012
NSA / Juice Plus+ September 2009 - May 2012
Premier Inc. 2000 - 2010
Premier, Inc. August 2003 - July 2005
Premier, Inc. February 2001 - August 2003
Skills
Management, Staff Development, Contract Management, Customer Service, Coaching, Team Building, Project Management, Microsoft Excel, Public Speaking, Strategic Planning, Outlook, Microsoft Word, Certified EKG Technician, billing and coding..., Cpr Certified, first aid certified, Healthcare Consulting, First Aid, Phlebotomy
Education
ECPI University 2011 — 2012
AAS, Allied Health and Medical Assisting Services, 3.93
Building Owners and Managers Institute 2004 — 2006
FMA, Facilities Management
Central Piedmont Community College
University of North Carolina at Charlotte
Ida Burns's TIAA-CREF Experience March 2015 - May 2015
Job Project Schedule Coordinator at KID Construction Company, Inc
Industry Construction
Experience
TIAA-CREF March 2015 - May 2015
KID Construction Company, Inc. February 2008 - January 2015
Wachovia, A Wells Fargo Company May 2006 - December 2007
Wells Fargo December 1998 - October 2004
Skills
PMO, Business Requirements, Business Analysis, Visio, SDLC, Risk Management, Vendor Management, Business Process..., Requirements Gathering, MS Project, Process Improvement, PMP
Education
Central Piedmont Community College 2011 — 2014
Associate of Science (AS), Business Administration and Management, General, B
Tech Skills of North Carolina 2008 — 2009
CMMA, CBCS, Medical Series, A
Opportunities Industrialization Insitute 1981 — 1983
Certified Secretarial Science, Secretarial Science, 3.7
TIAA-CREF March 2015 - May 2015
KID Construction Company, Inc. February 2008 - January 2015
Wachovia, A Wells Fargo Company May 2006 - December 2007
Wells Fargo December 1998 - October 2004
Skills
PMO, Business Requirements, Business Analysis, Visio, SDLC, Risk Management, Vendor Management, Business Process..., Requirements Gathering, MS Project, Process Improvement, PMP
Education
Central Piedmont Community College 2011 — 2014
Associate of Science (AS), Business Administration and Management, General, B
Tech Skills of North Carolina 2008 — 2009
CMMA, CBCS, Medical Series, A
Opportunities Industrialization Insitute 1981 — 1983
Certified Secretarial Science, Secretarial Science, 3.7
Patrick McCrudden's TIAA-CREF Experience October 2013 - Present
Job Senior Project Manager Contract at TIAACREF
Industry Banking
Experience
TIAA-CREF October 2013 - Present
Bank of America February 2011 - July 2013
Bank of America September 2009 - February 2011
Bank of America October 2007 - August 2009
Bank of America March 2003 - October 2007
PwC Consulting December 2000 - January 2003
IBM Global Services June 1997 - December 2000
IBM 1997 - 2000
Skills
Program Management, Databases, Process Improvement, SDLC, Enterprise Software, Negotiation, Business Intelligence, Management, Integration, E-commerce, CRM, Business Analysis, Cross-functional Team..., Banking, PMO, Project Management, Risk Management, Software Project..., Vendor Management, ERP, Business Process, IT Strategy, Project Portfolio..., Change Management, Requirements Analysis, PMP, Enterprise Architecture, Requirements Gathering, Business Process..., Analytics, Strategy, Data Warehousing, Visio, Business Transformation, Agile Methodologies, IT Management, Solution Architecture
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA, MIS
Rose-Hulman Institute of Technology 1989 — 1993
BS, Electrical Engineering
Troy High School 1985 — 1989
High School
Carnegie Mellon University
TIAA-CREF October 2013 - Present
Bank of America February 2011 - July 2013
Bank of America September 2009 - February 2011
Bank of America October 2007 - August 2009
Bank of America March 2003 - October 2007
PwC Consulting December 2000 - January 2003
IBM Global Services June 1997 - December 2000
IBM 1997 - 2000
Skills
Program Management, Databases, Process Improvement, SDLC, Enterprise Software, Negotiation, Business Intelligence, Management, Integration, E-commerce, CRM, Business Analysis, Cross-functional Team..., Banking, PMO, Project Management, Risk Management, Software Project..., Vendor Management, ERP, Business Process, IT Strategy, Project Portfolio..., Change Management, Requirements Analysis, PMP, Enterprise Architecture, Requirements Gathering, Business Process..., Analytics, Strategy, Data Warehousing, Visio, Business Transformation, Agile Methodologies, IT Management, Solution Architecture
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA, MIS
Rose-Hulman Institute of Technology 1989 — 1993
BS, Electrical Engineering
Troy High School 1985 — 1989
High School
Carnegie Mellon University
Bill Knudson's TIAA-CREF Experience 2007 - 2008
Job President at Consulting Engagements
Industry Financial Services
Experience
Consulting Engagements: Wells Fargo Bank, Duke Energy, SITUS, and FRP September 2008 - Present
TIAA-CREF 2007 - 2008
Bank of America 2006 - 2007
Wachovia, A Wells Fargo Company 2000 - 2005
Wells Fargo Bank 1996 - 2000
Apartment Renewal Group 1993 - 1995
The RREEF Funds 1989 - 1993
Chase/Washington Mutual Bank 1986 - 1989
Skills
Portfolio Management, Real Estate, Loans, Risk Management, Mortgage Lending, Investments, Banking, Commercial Real Estate
Education
Carnegie Mellon University 1978 — 1980
MS, Finance/Econ/Cost-Benefit
University of California, Berkeley
BA, Economics and Accounting
Consulting Engagements: Wells Fargo Bank, Duke Energy, SITUS, and FRP September 2008 - Present
TIAA-CREF 2007 - 2008
Bank of America 2006 - 2007
Wachovia, A Wells Fargo Company 2000 - 2005
Wells Fargo Bank 1996 - 2000
Apartment Renewal Group 1993 - 1995
The RREEF Funds 1989 - 1993
Chase/Washington Mutual Bank 1986 - 1989
Skills
Portfolio Management, Real Estate, Loans, Risk Management, Mortgage Lending, Investments, Banking, Commercial Real Estate
Education
Carnegie Mellon University 1978 — 1980
MS, Finance/Econ/Cost-Benefit
University of California, Berkeley
BA, Economics and Accounting
Angela Neumann's TIAA-CREF Experience April 2005 - November 2006
Job Wealth Management Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank November 2014 - Present
JP Morgan July 2010 - October 2014
Life & Money Matters, LLC March 2007 - July 2010
TIAA-CREF April 2005 - November 2006
TIAA-CREF November 2000 - April 2005
Banc One Investment Advisors March 1998 - November 2000
Skills
Investments, Estate Planning, Wealth Management, Wealth Management..., Retirement Planning, Strategic Financial..., Leadership, Banking, Wealth, High Net Worth..., Tax, Series 7, Investment Advisory, Mutual Funds, Financial Planning
Education
College for Financial Planning 2004 — 2009
Masters, Personal Financial Planning
Central Michigan University 1992 — 1996
Bachelor, Finance, Economics
Fifth Third Private Bank November 2014 - Present
JP Morgan July 2010 - October 2014
Life & Money Matters, LLC March 2007 - July 2010
TIAA-CREF April 2005 - November 2006
TIAA-CREF November 2000 - April 2005
Banc One Investment Advisors March 1998 - November 2000
Skills
Investments, Estate Planning, Wealth Management, Wealth Management..., Retirement Planning, Strategic Financial..., Leadership, Banking, Wealth, High Net Worth..., Tax, Series 7, Investment Advisory, Mutual Funds, Financial Planning
Education
College for Financial Planning 2004 — 2009
Masters, Personal Financial Planning
Central Michigan University 1992 — 1996
Bachelor, Finance, Economics
Scott Lautz's TIAA-CREF Experience September 2012 - Present
Job Director Investment Services at TIAACREF
Industry Capital Markets
Experience
TIAA-CREF September 2012 - Present
TIAA-CREF July 2011 - Present
Wells Fargo Securities 2005 - July 2011
Citigroup August 2003 - May 2005
Skills
Series 7, Series 24, Series 63, Fixed Income, Investments, Capital Markets, Securities, Banking, Trading, Equities, Risk Management, Financial Services, Portfolio Management
Education
Central Connecticut State University 1989 — 1993
Bachelors of Science, Finance
TIAA-CREF September 2012 - Present
TIAA-CREF July 2011 - Present
Wells Fargo Securities 2005 - July 2011
Citigroup August 2003 - May 2005
Skills
Series 7, Series 24, Series 63, Fixed Income, Investments, Capital Markets, Securities, Banking, Trading, Equities, Risk Management, Financial Services, Portfolio Management
Education
Central Connecticut State University 1989 — 1993
Bachelors of Science, Finance
Damon Douglass's TIAA-CREF Experience
Job Result Orienated IT Banking Professional
Industry Banking
Experience
TIAA-CREF
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Business Analysis, Project Management, Strategic Planning, Change Management
Education
Cazenovia College
SUNY Brockport
State University of New York at Buffalo
TIAA-CREF
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Business Analysis, Project Management, Strategic Planning, Change Management
Education
Cazenovia College
SUNY Brockport
State University of New York at Buffalo
Joseph Fiducia CFP®'s TIAA-CREF Experience February 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
Fidelity Investments June 2005 - February 2014
First National Bank of Litchfield November 2003 - June 2005
Wachovia December 1999 - November 2003
Merrill Lynch 1995 - 1999
Skills
Business Development, Asset Allocation, ETFs * Equity * Bonds *..., Relationship..., Sales & Marketing, Trust / Estate / Tax &..., Analysis &..., Monitoring & Evaluating..., Client & Product..., Investment Strategy..., Coaching / Mentoring /..., Wealth Management
Education
University of Hartford 2008 — 2010
Master of Business Administration (M.B.A.), International Finance
Central Connecticut State University
Bachelor of Science (B.S.), Marketing
TIAA-CREF February 2014 - Present
Fidelity Investments June 2005 - February 2014
First National Bank of Litchfield November 2003 - June 2005
Wachovia December 1999 - November 2003
Merrill Lynch 1995 - 1999
Skills
Business Development, Asset Allocation, ETFs * Equity * Bonds *..., Relationship..., Sales & Marketing, Trust / Estate / Tax &..., Analysis &..., Monitoring & Evaluating..., Client & Product..., Investment Strategy..., Coaching / Mentoring /..., Wealth Management
Education
University of Hartford 2008 — 2010
Master of Business Administration (M.B.A.), International Finance
Central Connecticut State University
Bachelor of Science (B.S.), Marketing
Audena Locklear Walker's TIAA-CREF Experience May 2011 - September 2011
Job Business Systems Consultant at Wellsfargo
Industry Financial Services
Experience
Wells Fargo October 2011 - Present
TIAA-CREF May 2011 - September 2011
Grogan Associates February 2010 - April 2011
Accenture May 2005 - December 2007
Wachovia December 2000 - December 2007
First Union Insurance Group June 1996 - December 2000
CIGNA February 1993 - June 1995
CIGNA 1980 - 1993
Skills
SharePoint, MS Office Suite, Microsoft Office, Process Improvement, Project Management, Six Sigma, Leadership, Operations Management, Testing, Integration, Risk Management, Business Analysis, Customer Service, Visio, Insurance, Project Planning, Team Building, Technical Writing, Program Management, Vendor Management, Mergers & Acquisitions, Business Process..., Management, Financial Services
Education
Central Piedmont Community College 2007 — 2008
Certification, Six Sigma
University of North Carolina at Pembroke 1975 — 1979
BA, Criminology
Prospect High School 1971 — 1975
High School Diploma, College Preparatory
Wells Fargo October 2011 - Present
TIAA-CREF May 2011 - September 2011
Grogan Associates February 2010 - April 2011
Accenture May 2005 - December 2007
Wachovia December 2000 - December 2007
First Union Insurance Group June 1996 - December 2000
CIGNA February 1993 - June 1995
CIGNA 1980 - 1993
Skills
SharePoint, MS Office Suite, Microsoft Office, Process Improvement, Project Management, Six Sigma, Leadership, Operations Management, Testing, Integration, Risk Management, Business Analysis, Customer Service, Visio, Insurance, Project Planning, Team Building, Technical Writing, Program Management, Vendor Management, Mergers & Acquisitions, Business Process..., Management, Financial Services
Education
Central Piedmont Community College 2007 — 2008
Certification, Six Sigma
University of North Carolina at Pembroke 1975 — 1979
BA, Criminology
Prospect High School 1971 — 1975
High School Diploma, College Preparatory
Mike Welton's TIAA-CREF Experience May 2010 - March 2012
Job Director, Retirement Planner at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments June 2012 - May 2015
TIAA-CREF May 2010 - March 2012
Verity Investments, Inc. July 2009 - May 2010
Fidelity Investments March 2007 - February 2009
Fidelity Investments April 2000 - February 2007
Old Kent Bank August 1999 - March 2000
Advanced Asset Management, LLC May 1997 - August 1999
American Express Financial Advisors April 1994 - May 1997
Skills
Relationship Management, Business Development, Account Management, Investment Advisory, Mutual Funds, Retirement, Investments, Wealth Management, Retirement Planning
Education
Central Michigan University 1989 — 1993
B.S., Economics
Fidelity Investments May 2015 - Present
Fidelity Investments June 2012 - May 2015
TIAA-CREF May 2010 - March 2012
Verity Investments, Inc. July 2009 - May 2010
Fidelity Investments March 2007 - February 2009
Fidelity Investments April 2000 - February 2007
Old Kent Bank August 1999 - March 2000
Advanced Asset Management, LLC May 1997 - August 1999
American Express Financial Advisors April 1994 - May 1997
Skills
Relationship Management, Business Development, Account Management, Investment Advisory, Mutual Funds, Retirement, Investments, Wealth Management, Retirement Planning
Education
Central Michigan University 1989 — 1993
B.S., Economics
Neal Swicegood's TIAA-CREF Experience 2011 - 2012
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
TIAA-CREF 2011 - 2012
Bank of America 2009 - 2010
Bank of America 2009 - 2009
Wachovia, A Wells Fargo Company 2008 - 2009
Bank of America 2006 - 2008
Bank of America 2005 - 2006
Bank of America 2003 - 2004
First Union National Bank 1995 - 2000
First Union National Bank 1995 - 2000
First Union 1995 - 2000
Skills
Change Management, SDLC, Business Analysis, Integration, Six Sigma, Risk Management, Business Process, Project Management, User Acceptance Testing, Business Requirements, Leadership, Software Documentation, Project Planning, Banking, Management, Testing, Analysis, Resource Management
Education
Catawba College 1986 — 1990
Bachelor of Arts, Major in Business Administration; Concentrations in Marketing and General Management
TIAA-CREF 2011 - 2012
Bank of America 2009 - 2010
Bank of America 2009 - 2009
Wachovia, A Wells Fargo Company 2008 - 2009
Bank of America 2006 - 2008
Bank of America 2005 - 2006
Bank of America 2003 - 2004
First Union National Bank 1995 - 2000
First Union National Bank 1995 - 2000
First Union 1995 - 2000
Skills
Change Management, SDLC, Business Analysis, Integration, Six Sigma, Risk Management, Business Process, Project Management, User Acceptance Testing, Business Requirements, Leadership, Software Documentation, Project Planning, Banking, Management, Testing, Analysis, Resource Management
Education
Catawba College 1986 — 1990
Bachelor of Arts, Major in Business Administration; Concentrations in Marketing and General Management
Ilse Bohm's TIAA-CREF Experience July 2010 - August 2011
Job IT Project Manager / IT Business Analyst / IT Project Coordinator
Industry Information Technology and Services
Experience
SunGard Global Services March 2011 - August 2011
TIAA-CREF July 2010 - August 2011
Technical Adendum 1985 - November 2010
TIAA-CREF December 2003 - 2009
TIAA-CREF December 1998 - December 2003
Morgan Stanley Dean Witter 1995 - 1998
Nomura Research Institute 1993 - 1995
Computer Consulting Services 1990 - 1993
University of Cape Town 1983 - 1990
Skills
SDLC, Software Project..., PMO, PMP, Business Analysis, Project Management, Systems Analysis, Testing, Visio, MS Project, Software Documentation, SharePoint, Project Planning, Vendor Management, Quality Assurance, Analysis, Software Development, Program Management, Microsoft Project
Education
Central Piedmont Community College 2009 — 2009
ARM certification exam with IREM
Datatek
Certificate, Data Processing (COBOL)
New York Institue of Finance
Fundamentals of the Securities Industry I, Fundamentals of the Securities Industry I
Project Management Institute
PMP, Project Management Professional
Thomas Edison State College
BA, Computer Science
Trinity College (London)
LTCL, Licentiate in Piano Teaching
University of Cape Town
Information Systems Management Program, Information Systems Management Program
University of South Africa/Universiteit van Suid-Afrika
B.Sc, Quantative Management
University of South Africa/Universiteit van Suid-Afrika
Diploma, Datametrics
SunGard Global Services March 2011 - August 2011
TIAA-CREF July 2010 - August 2011
Technical Adendum 1985 - November 2010
TIAA-CREF December 2003 - 2009
TIAA-CREF December 1998 - December 2003
Morgan Stanley Dean Witter 1995 - 1998
Nomura Research Institute 1993 - 1995
Computer Consulting Services 1990 - 1993
University of Cape Town 1983 - 1990
Skills
SDLC, Software Project..., PMO, PMP, Business Analysis, Project Management, Systems Analysis, Testing, Visio, MS Project, Software Documentation, SharePoint, Project Planning, Vendor Management, Quality Assurance, Analysis, Software Development, Program Management, Microsoft Project
Education
Central Piedmont Community College 2009 — 2009
ARM certification exam with IREM
Datatek
Certificate, Data Processing (COBOL)
New York Institue of Finance
Fundamentals of the Securities Industry I, Fundamentals of the Securities Industry I
Project Management Institute
PMP, Project Management Professional
Thomas Edison State College
BA, Computer Science
Trinity College (London)
LTCL, Licentiate in Piano Teaching
University of Cape Town
Information Systems Management Program, Information Systems Management Program
University of South Africa/Universiteit van Suid-Afrika
B.Sc, Quantative Management
University of South Africa/Universiteit van Suid-Afrika
Diploma, Datametrics
Stephen Ward's TIAA-CREF Experience May 2013 - Present
Job CISO TIAACREF
Industry Computer & Network Security
Experience
TIAA-CREF May 2013 - Present
Skyhigh Networks July 2015 - 2015
Invincea, Inc. November 2014 - 2015
JPMorgan Chase December 2012 - May 2013
JPMorgan Chase 2007 - December 2012
JPMorgan Chase July 2007 - August 2011
JPMorgan Chase July 2010 - July 2011
U.S. Secret Service 1999 - 2007
Skills
Computer Forensics, Information Security..., Information Security, Security, Incident Response, Risk Assessment, Security Management, Security Operations, Computer Security, Cybercrime, Information Assurance, Intelligence, Security Audits, CISSP, Security Awareness, Business Continuity, Network Security, Information Technology, Vulnerability Assessment, Risk Management, Management, Vulnerability Management, Fraud, Penetration Testing
Education
Carnegie Mellon University - H. John Heinz III College 2015 — 2016
CISO Executive Education and Certification Program
Seton Hall University 1995 — 1998
Bachelor of Arts (B.A.)
TIAA-CREF May 2013 - Present
Skyhigh Networks July 2015 - 2015
Invincea, Inc. November 2014 - 2015
JPMorgan Chase December 2012 - May 2013
JPMorgan Chase 2007 - December 2012
JPMorgan Chase July 2007 - August 2011
JPMorgan Chase July 2010 - July 2011
U.S. Secret Service 1999 - 2007
Skills
Computer Forensics, Information Security..., Information Security, Security, Incident Response, Risk Assessment, Security Management, Security Operations, Computer Security, Cybercrime, Information Assurance, Intelligence, Security Audits, CISSP, Security Awareness, Business Continuity, Network Security, Information Technology, Vulnerability Assessment, Risk Management, Management, Vulnerability Management, Fraud, Penetration Testing
Education
Carnegie Mellon University - H. John Heinz III College 2015 — 2016
CISO Executive Education and Certification Program
Seton Hall University 1995 — 1998
Bachelor of Arts (B.A.)
Cindy Ohanian's TIAA-CREF Experience February 2012 - August 2014
Job
Industry Music
Experience
The Collegiate Chorale June 2008 - Present
Bank of America November 2014 - April 2015
TIAA-CREF February 2012 - August 2014
Barclays Capital 2009 - 2011
Bear Stearns / taken over by J.P. Morgan 2008 - 2009
Bear Stearns 2003 - 2008
Skills
Music, Performing Arts, Arts Administration, Theatre, Event Planning, Singing, Musical Theatre, Music Education, Public Speaking, Voice Over, Acting, Stage, Entertainment, Improvisation, Equity Research
Education
The Juilliard School 2007 — 2011
Evening Division Courses, Vocal Performance, Ear Training, Music Theory, Sight Singing
Carnegie Mellon University 1993 — 1995
Master of Arts (M.A.), Arts, Entertainment, and Media Management
Point Park College 1987 — 1989
Bachelor of Fine Arts (BFA), Musical Theater & Directing
The Ohio State University 1984 — 1987
Musical Theater Performance
The Collegiate Chorale June 2008 - Present
Bank of America November 2014 - April 2015
TIAA-CREF February 2012 - August 2014
Barclays Capital 2009 - 2011
Bear Stearns / taken over by J.P. Morgan 2008 - 2009
Bear Stearns 2003 - 2008
Skills
Music, Performing Arts, Arts Administration, Theatre, Event Planning, Singing, Musical Theatre, Music Education, Public Speaking, Voice Over, Acting, Stage, Entertainment, Improvisation, Equity Research
Education
The Juilliard School 2007 — 2011
Evening Division Courses, Vocal Performance, Ear Training, Music Theory, Sight Singing
Carnegie Mellon University 1993 — 1995
Master of Arts (M.A.), Arts, Entertainment, and Media Management
Point Park College 1987 — 1989
Bachelor of Fine Arts (BFA), Musical Theater & Directing
The Ohio State University 1984 — 1987
Musical Theater Performance
Ishan Majumdar's TIAA-CREF Experience January 2014 - March 2015
Job Asset & Liability Management Senior Associate at PNC
Industry Banking
Experience
PNC April 2015 - Present
TIAA-CREF January 2014 - March 2015
Bank of America 2013 - 2013
Canadian Consulate General January 2012 - June 2012
Skills
Data Analysis, Market Research, Microsoft Office, Microsoft Excel, Financial Modeling, Research
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
Master of Science (MS), Finance
Emory University - Goizueta Business School 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
PNC April 2015 - Present
TIAA-CREF January 2014 - March 2015
Bank of America 2013 - 2013
Canadian Consulate General January 2012 - June 2012
Skills
Data Analysis, Market Research, Microsoft Office, Microsoft Excel, Financial Modeling, Research
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
Master of Science (MS), Finance
Emory University - Goizueta Business School 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Shawnette Pate, RDCS's TIAA-CREF Experience April 2005 - August 2008
Job Registered Diagnostic Cardiac Sonographer
Industry Medical Practice
Experience
Sanger Heart and Vascular Institute - Charlotte, NC January 2011 - May 2012
TIAA-CREF April 2005 - August 2008
Wachovia September 2002 - April 2005
Chapter 13 Bankruptcy Trustee May 1999 - July 2002
Skills
Cardiology, Ultrasound, Analysis
Education
Central Piedmont Community College 2010 — 2012
Associate of Science (A.S.), Cardiovascular Technology/Technologist
University of North Carolina at Charlotte 1994 — 1996
BS, Business Administration
Sanger Heart and Vascular Institute - Charlotte, NC January 2011 - May 2012
TIAA-CREF April 2005 - August 2008
Wachovia September 2002 - April 2005
Chapter 13 Bankruptcy Trustee May 1999 - July 2002
Skills
Cardiology, Ultrasound, Analysis
Education
Central Piedmont Community College 2010 — 2012
Associate of Science (A.S.), Cardiovascular Technology/Technologist
University of North Carolina at Charlotte 1994 — 1996
BS, Business Administration
Steve Katzman's TIAA-CREF Experience February 2005 - May 2014
Job Retired from FullTime Employment
Industry Financial Services
Experience
Retired Auditor and Learning Facilitator May 2014 - Present
TIAA-CREF February 2005 - May 2014
TIAA-CREF February 2005 - January 2008
Bank of America September 2003 - September 2004
KPMG Advisory 2000 - 2002
Shared Medical Systems (now Seimans Health 1998 - 2000
Skills
CISA, IT Audit, CISSP, SAS70, IT Governance, SOX, Information Security..., Enterprise Risk..., Risk Mitigation, Audit, COBIT, Risk Assessment, Internal Audit, Risk Management, ITIL, Business Requirements, IT Risk, IT Management, Network Security, Internal Controls, Access, GLBA, SQL, Databases, Sarbanes-Oxley Act, Governance, Business Continuity, Information Technology, PCI DSS, Business Continuity..., Auditing, COSO, Sarbanes-Oxley, Information Security, Operational Risk..., Financial Risk, CRISC, Fraud, SOX 404, Certified Fraud Examiner, IT Risk Management, Disaster Recovery, Business Process, CISM, Business Process..., Access Lists, SSAE 16, ISO 27001
Education
Central Connecticut State University
BS, MIS
Retired Auditor and Learning Facilitator May 2014 - Present
TIAA-CREF February 2005 - May 2014
TIAA-CREF February 2005 - January 2008
Bank of America September 2003 - September 2004
KPMG Advisory 2000 - 2002
Shared Medical Systems (now Seimans Health 1998 - 2000
Skills
CISA, IT Audit, CISSP, SAS70, IT Governance, SOX, Information Security..., Enterprise Risk..., Risk Mitigation, Audit, COBIT, Risk Assessment, Internal Audit, Risk Management, ITIL, Business Requirements, IT Risk, IT Management, Network Security, Internal Controls, Access, GLBA, SQL, Databases, Sarbanes-Oxley Act, Governance, Business Continuity, Information Technology, PCI DSS, Business Continuity..., Auditing, COSO, Sarbanes-Oxley, Information Security, Operational Risk..., Financial Risk, CRISC, Fraud, SOX 404, Certified Fraud Examiner, IT Risk Management, Disaster Recovery, Business Process, CISM, Business Process..., Access Lists, SSAE 16, ISO 27001
Education
Central Connecticut State University
BS, MIS
Jeff Monson's TIAA-CREF Experience October 2013 - Present
Job Sr. Reconciliations & Controls Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
TIAA-CREF July 2011 - Present
TIAA-CREF August 2010 - July 2011
TIAA-CREF September 2009 - August 2010
TIAA-CREF November 2007 - September 2009
Investors Independent Trust Company April 2006 - November 2007
Skills
Account Reconciliation, Financial Services, Payments, SAP, Financial Analysis, Strategic Financial..., Financial Modeling, Process Improvement, Investments, Business Analysis, Risk Management, Forecasting, Credit, Access, Microsoft Excel, Budgets, Microsoft Office, Mutual Funds, Management, Customer Service, Microsoft Word, Securities, Series 7, Portfolio Management, Relationship Management
Education
Central Michigan University 2000 — 2004
Associates, Psychology
Central Michigan University 1999 — 2004
B.S., Corporate Finance
Central Michigan University 1999 — 2004
B.S., Personal Financial Planning
TIAA-CREF October 2013 - Present
TIAA-CREF July 2011 - Present
TIAA-CREF August 2010 - July 2011
TIAA-CREF September 2009 - August 2010
TIAA-CREF November 2007 - September 2009
Investors Independent Trust Company April 2006 - November 2007
Skills
Account Reconciliation, Financial Services, Payments, SAP, Financial Analysis, Strategic Financial..., Financial Modeling, Process Improvement, Investments, Business Analysis, Risk Management, Forecasting, Credit, Access, Microsoft Excel, Budgets, Microsoft Office, Mutual Funds, Management, Customer Service, Microsoft Word, Securities, Series 7, Portfolio Management, Relationship Management
Education
Central Michigan University 2000 — 2004
Associates, Psychology
Central Michigan University 1999 — 2004
B.S., Corporate Finance
Central Michigan University 1999 — 2004
B.S., Personal Financial Planning
Hennie Bondi (Lemckert)'s TIAA-CREF Experience August 2013 - Present
Job Financial Representative
Industry Accounting
Experience
TIAA-CREF August 2013 - Present
TIAA-CREF February 2012 - Present
TIAA-CREF June 2011 - February 2012
Student at UNC Charlotte January 2010 - December 2011
David Drye Company August 2007 - June 2009
Skills
Series 63, Series 6, Retirement, 401k, IRAs, Variable Annuities, Asset Allocation, FINRA, 401k Rollovers, Fixed Annuities, Life, Series 7, Uniform Combined State..., Qualified Retirement..., Customer Retention, Customer Service, Wealth Management, Finance, Retirement Planning, Investments, Microsoft Excel
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2011
Finance, Finance, General
Central Piedmont Community College 2007 — 2009
A.A., General Studies
Wingate University
MBA, Business Administration and Management, General
TIAA-CREF August 2013 - Present
TIAA-CREF February 2012 - Present
TIAA-CREF June 2011 - February 2012
Student at UNC Charlotte January 2010 - December 2011
David Drye Company August 2007 - June 2009
Skills
Series 63, Series 6, Retirement, 401k, IRAs, Variable Annuities, Asset Allocation, FINRA, 401k Rollovers, Fixed Annuities, Life, Series 7, Uniform Combined State..., Qualified Retirement..., Customer Retention, Customer Service, Wealth Management, Finance, Retirement Planning, Investments, Microsoft Excel
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2011
Finance, Finance, General
Central Piedmont Community College 2007 — 2009
A.A., General Studies
Wingate University
MBA, Business Administration and Management, General
Fauzia Malik's TIAA-CREF Experience May 2009 - April 2011
Job Identity & Access Management Consultant
Industry Information Technology and Services
Experience
Bank of America May 2011 - Present
TIAA-CREF May 2009 - April 2011
Liberty Mutual Insurance August 2008 - December 2008
Skills
Siteminder, SDLC, LDAP, JBoss Application Server, Information Security, Disaster Recovery, Enterprise Architecture, IAM, Identity Management
Education
Carleton University 2005 — 2007
M.A.
Bank of America May 2011 - Present
TIAA-CREF May 2009 - April 2011
Liberty Mutual Insurance August 2008 - December 2008
Skills
Siteminder, SDLC, LDAP, JBoss Application Server, Information Security, Disaster Recovery, Enterprise Architecture, IAM, Identity Management
Education
Carleton University 2005 — 2007
M.A.
Phillip Lopez's TIAA-CREF Experience October 2014 - Present
Job Information Security Analyst, Security Operations at TIAACREF
Industry Computer & Network Security
Experience
TIAA-CREF October 2014 - Present
UNC Charlotte June 2012 - October 2014
Central Piedmont Community College August 2010 - June 2012
Central Piedmont Community College January 2011 - July 2011
Web Full Circle June 2010 - August 2010
Skills
Network+, Security+, Cisco Technologies, Security, A+ Certified, Active Directory, Troubleshooting, Computer Security, Network Security, Linux, Windows Server, Information Security, HTML, Windows 7, AccessData Certified..., Computer Forensics, Operating Systems, Networking, Windows Server 2008, Windows Server 2003, Network Administration, Windows Administration, System Administration, CompTIA A+ Certified, CompTIA Network+..., CompTIA Security+..., CompTIA, Penetration Testing, Windows, Information Technology, Switches, TCP/IP, Technical Support, CCENT, VPN, Software Installation, CompTIA Network+, Firewalls
Education
University of North Carolina at Charlotte 2012 — 2015
Bachelor of Arts, Software and Information Systems, 3.77
Central Piedmont Community College 2008 — 2010
Associate of Applied Science, Information Systems Security
Central Piedmont Community College 2010 — 2010
Networking Technology Certificate, Specialization in Cisco Network Administration
TIAA-CREF October 2014 - Present
UNC Charlotte June 2012 - October 2014
Central Piedmont Community College August 2010 - June 2012
Central Piedmont Community College January 2011 - July 2011
Web Full Circle June 2010 - August 2010
Skills
Network+, Security+, Cisco Technologies, Security, A+ Certified, Active Directory, Troubleshooting, Computer Security, Network Security, Linux, Windows Server, Information Security, HTML, Windows 7, AccessData Certified..., Computer Forensics, Operating Systems, Networking, Windows Server 2008, Windows Server 2003, Network Administration, Windows Administration, System Administration, CompTIA A+ Certified, CompTIA Network+..., CompTIA Security+..., CompTIA, Penetration Testing, Windows, Information Technology, Switches, TCP/IP, Technical Support, CCENT, VPN, Software Installation, CompTIA Network+, Firewalls
Education
University of North Carolina at Charlotte 2012 — 2015
Bachelor of Arts, Software and Information Systems, 3.77
Central Piedmont Community College 2008 — 2010
Associate of Applied Science, Information Systems Security
Central Piedmont Community College 2010 — 2010
Networking Technology Certificate, Specialization in Cisco Network Administration
Mollie Leahy, MBA's TIAA-CREF Experience November 2006 - November 2010
Job Human Resources and Career Professional
Industry Human Resources
Experience
JPMorgan Chase March 2012 - September 2013
Dubai Center for Special Needs November 2010 - November 2011
TIAA-CREF November 2006 - November 2010
Skills
Customer Service, Event Planning, Microsoft Office, Strategic Planning, Leadership, Recruiting, Sales, Risk Management, Team Leadership, Management, Vendor Management, Project Management, Banking, Human Resources, Leadership Development, Insurance, Team Building, Training, Series 7, Financial Analysis, New Business Development, Business Analysis, Onboarding, Microsoft Excel, Marketing, Business Development, Project Planning
Education
Central Piedmont Community College 2015 — 2015
Human Resources Certificate
Regis University 2006 — 2008
Master in Non-profit Management, Business Administration and Management
Wartburg College 2000 — 2004
Bachelor of Arts, Business and German
JPMorgan Chase March 2012 - September 2013
Dubai Center for Special Needs November 2010 - November 2011
TIAA-CREF November 2006 - November 2010
Skills
Customer Service, Event Planning, Microsoft Office, Strategic Planning, Leadership, Recruiting, Sales, Risk Management, Team Leadership, Management, Vendor Management, Project Management, Banking, Human Resources, Leadership Development, Insurance, Team Building, Training, Series 7, Financial Analysis, New Business Development, Business Analysis, Onboarding, Microsoft Excel, Marketing, Business Development, Project Planning
Education
Central Piedmont Community College 2015 — 2015
Human Resources Certificate
Regis University 2006 — 2008
Master in Non-profit Management, Business Administration and Management
Wartburg College 2000 — 2004
Bachelor of Arts, Business and German
Manuel Cooper, LT, SC, USN's TIAA-CREF Experience 2007 - Present
Job Officer Programs Recruiter/ Supply Corps Officer U.S. Navy
Industry Financial Services
Experience
TIAA-CREF 2007 - Present
U.S. Navy 1999 - Present
, Marriott Vacations Club International 2005 - 2007
Ameriprise Financial 2004 - 2007
The Dolben Company 2003 - 2004
Centergate Residential And Summit Properties, Inc. 2001 - 2003
Ernst & Young 1991 - 1993
Skills
Financial Analysis, Strategic Financial..., Audit Preparation, Audit Management, Organizational..., Change Management, Project Management, Operations Management, Financial Forecasting, Budget Process, Financial Reporting, Client Relationship..., Resource Planning, Capacity Planning, Resource Allocation, Resource Management, Business Development, Strategic Planning, Internal Controls, Cost Management, Team Leadership, Team Building, Communication, Written & Oral...
Education
Southern Methodist University - Cox School of Business
Certificate/ Executive Education
Central Michigan University
Master of Science (M.S.), Administration
Morgan State University
Bachelor of Science (B.S.), Accounting
TIAA-CREF 2007 - Present
U.S. Navy 1999 - Present
, Marriott Vacations Club International 2005 - 2007
Ameriprise Financial 2004 - 2007
The Dolben Company 2003 - 2004
Centergate Residential And Summit Properties, Inc. 2001 - 2003
Ernst & Young 1991 - 1993
Skills
Financial Analysis, Strategic Financial..., Audit Preparation, Audit Management, Organizational..., Change Management, Project Management, Operations Management, Financial Forecasting, Budget Process, Financial Reporting, Client Relationship..., Resource Planning, Capacity Planning, Resource Allocation, Resource Management, Business Development, Strategic Planning, Internal Controls, Cost Management, Team Leadership, Team Building, Communication, Written & Oral...
Education
Southern Methodist University - Cox School of Business
Certificate/ Executive Education
Central Michigan University
Master of Science (M.S.), Administration
Morgan State University
Bachelor of Science (B.S.), Accounting
Desert Schools Federal Credit Union
Babson Capital Management
A.M. Best Company
David Lerner Associates, inc.
Citadel Federal Credit Union
American National Bank of Texas
Workers' Credit Union
Firstmark Credit Union