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
TrueBridge Resources / TIAA-CREF October 2015 - Present
Insight Global / WellsFargo April 2015 - October 2015
Chiquita April 2012 - April 2015
TEKsystems September 2011 - April 2012
TIAA-CREF May 2005 - August 2011
Kelly IT / PEPSI Consultant March 2004 - May 2005
CompConTech Firm / Duke Energy Consultant October 2000 - June 2003
SYKES Firm / Bank Of America Consultant September 1999 - October 2000
First Union National Bank July 1990 - September 1999
Skills
Microsoft Oracle and SQL, MS Access Level 1 and 2, Active Directory, UNIX (USS) for RACF..., MCSE Security..., Omni Security Suites, Oracle 8i/9i, AS400, Microsoft Word, Excel,..., PeopleSoft GL/AP, RACF/DB2 Mainframe, Vanguard, Business Objects, Unix Administration, Einstein, OS/2, TopSecret, Rumba, SAM, LotusNotes, Powerpoint, Visual Basics, Citrix/Web based..., AVEKSA, IBM Tivoli Remote, IBM Configuration..., IBM Communications..., FDR, Novell, Remedy, Boss/Fast, Windows XP, 2000, ME,..., SharePoint, AELITA, Mainframe, Information Security, Access, IT Management, System Administration, Information Security..., Microsoft Exchange, BMC Remedy, Visual Basic, Security, Lotus Notes, Unix, PowerPoint, Disaster Recovery, IBM iSeries, Networking
Education
Central Piedmont Community College 1989 — 1990
C, Computer Science
Central Piedmont Community College; Harding High School; West Charlotte High School
Fleetmatics April 2015 - Present
United Rentals Inc. January 2014 - March 2015
Merck / WOS October 2012 - January 2014
Liem & Lim Associates March 2011 - June 2012
United States Marine Corps November 1986 - August 2010
U.S. House of Representatives January 2009 - May 2010
TIAA-CREF November 2007 - December 2009
Skills
Insurance, Strategic Planning, Risk Management, Financial Analysis, Public Speaking, Strategic Financial..., Leadership, Customer Service, Budgets, Accounting, Coaching, Investments, Mutual Funds, Process Improvement, Management, Team Leadership, Access, Time Management, Business Analysis, Team Building, New Business Development, Training, Sales, Team Management, Project Planning, Strategy, Analysis, Project Management, Business Development, Program Management, Security, Logistics, Leadership Development, Cross-functional Team..., Personnel Management, Vendor Management, Organizational..., Forecasting, Military, Business Planning
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2011
Entrepreneurship Certificate, Entrepreneurship Certificate
Webster University 2000 — 2002
MBA, Business Administration and Management, General
Charleston Southern University 1986 — 1992
BS, Management
TIAA-CREF February 2013 - Present
Lowe's Home Improvement March 2012 - February 2013
Muzak 2012 - 2012
Muzak 2009 - 2012
Education
UNCC 2003 — 2005
Bachelor's Degree in English
Central Piedmont Community College 2000 — 2003
Associate of Arts Degree
TIAA-CREF April 2014 - May 2015
Medical University of South Carolina June 2013 - March 2014
Time Warner Cable June 2012 - May 2013
UNC Charlotte Department of Education February 2011 - March 2013
Sanskrit Literary-Arts Magazine August 2011 - January 2012
Sanskrit Literary-Arts Magazine August 2010 - May 2011
National Car Rental May 2008 - August 2008
Skills
Editing, Research, Data Analysis, Copy Editing, SharePoint, Analysis, Blogging, Software Documentation, Publications, SPSS, Creative Writing, Microsoft Excel, Leadership Development, Public Speaking, Interviews, Qualitative Research, Higher Education, Writing, Psychology, Atlas.ti, Human Subjects Research, Tableau, VBA, HTML, Content Management, Access, Databases, SAS Programming, SAS, SAS Base
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelor of Arts, Psychology, 3.4/4.0
Central Piedmont Community College 2015 — 2015
Certificate, SAS Programming
TIAA-CREF April 2015 - Present
TIAA-CREF May 2013 - Present
TIAA-CREF April 2012 - May 2013
TIAA-CREF August 2011 - April 2012
The Law Office of Yolanda M. Trotman, PLLC. 2009 - August 2011
Winiker Law Firm, PLLC 2009 - April 2010
Skills
Microsoft Excel, Microsoft Office, Process Improvement, Risk Management, Banking, Access, Analysis, Financial Analysis, Data Analysis, Project Management, PowerPoint, Business Analysis, Microsoft Word, Financial Services
Education
College for Financial Planning 2014 — 2014
Chartered Retirement Plan Specialist
Central Piedmont Community College 2009 — 2011
Paralegal Diploma
University of North Carolina at Charlotte - Belk College of Business 2001 — 2006
BSBA
UBS Wealth Management January 2013 - Present
Vanguard March 2012 - November 2012
Rollover Securities May 2009 - March 2012
TIAA-CREF June 2001 - September 2008
Skills
401k, 403 b, CRM, Wealth Management, Prospecting Skills, Call Centers, Relationship Management, Employee Training, Leadership, Cold Calling, Supervisory Experience, Trading, ERISA, Property & Casualty..., Siebel, Consultative Selling..., Brokerage, Qualified Retirement..., Investment Advisory, Mutual Funds, Retirement Planning, Defined Contribution, Defined Benefit, Variable Annuities
Education
Central Piedmont Community College
AS in Business, Business Administration, 4.0
Kaplan Financial 2010 — 2013
NASD/FINRA Training for Series 6, 7, 63, 65
Central Piedmont Community College
Real Estate & All Producer Insurance Licenses
University of North Carolina at Charlotte
Bachelor of Business Administration (BBA), Finance in Belk Business School
TIAA-CREF December 2013 - Present
PNC Financial Services Group July 2004 - November 2013
IBM 2001 - 2003
Skills
Visio, Project Management, Project Planning, PMP, MS Project, PMO, Management, CRM, Leadership, SharePoint
Education
Central State University 1999 — 2003
Bachelor of Science, Computer Science
LPL Financial December 2014 - Present
LPL Financial May 2013 - December 2014
Signature Consultants October 2011 - May 2013
LPL Financial 2010 - 2011
LPL Financial November 2007 - April 2010
TIAA-CREF August 2006 - November 2007
Aflac 2005 - 2006
Bank of America 2001 - 2004
Skills
Business Analysis, Financial Services, Vendor Management, SharePoint, Consulting, Compliance, Branch Management, FINRA, Finance, Investments, Microsoft Office, Banking, Legal Research, Securities, Analysis, Management, Mutual Funds, Risk Management
Education
Charlotte School of Law 2008 — 2012
Doctor of Law (JD), Law
Pikeville College 1987 — 1991
Bachelor of Business Administration (BBA), Accounting/Management
TIAA- Cref January 2014 - Present
Wells Fargo Home Mortgage July 2011 - January 2014
Host Marriott August 2006 - July 2011
Action Graphics August 2005 - June 2006
Skills
Customer Service, Inside Sales, Direct Sales, Sales, Microsoft Office, Team Building, Team Leadership, Microsoft Excel, Account Management, Leadership Development, Public Speaking
Education
University of North Carolina at Charlotte 2007 — 2008
Bachelor of Science, 1.Business Administration/Concentration in Marketing
Central Piedmont Community College 2004 — 2006
Associates Degree
TIAA-CREF July 2014 - Present
TIAA-CREF June 2012 - July 2014
The Bascom Group July 2011 - May 2012
Leigh Steinberg Enterprises August 2006 - March 2007
Liner Yankelevitz Sunshine & Regenstreif LLP April 2005 - August 2006
Skills
Property Management, Real Estate Transactions, Data Analysis, Research, Real Estate, Real Estate Economics, Valuation, Due Diligence, Financial Analysis, Real Estate Development, Financial Modeling, Asset Managment, Strategic Planning, Asset Management, Finance, Business Strategy, Strategy, Negotiation
Education
Harvard Business School 2010 — 2010
Strategic Financial Analysis
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
Master's degree, Finance & Entrepreneurship
The London School of Economics and Political Science (LSE) 2008 — 2008
MBA, Negotiations
Pepperdine University 2001 — 2005
BS, Business Administration
TIAA-CREF June 2013 - March 2014
Wells Fargo November 2012 - December 2012
Credit Suisse April 2012 - September 2012
Kass Management Services,Inc. November 2009 - February 2012
Chicago Yacht Club March 2007 - November 2008
Skills
Inter-personal, Highly detail oriented, Work Independently with..., Organized Multi-tasker, Outlook, Fax, Microsoft Excel, Event Management, Handle Confidential..., High Level Of..., Office Equipment, Accurate Data Entry, Work in A Fast Paced..., Organized self-starter, Real Estate, Multi-line Phone, Office Management, Confidentiality, Event Planning, PeopleSoft, Administrative..., Data Entry, Expense Reports, Travel Arrangements, Telephone Reception, Switchboard Operator, Meeting Scheduling, Concur, Copying, Expenses, Switchboard, File Management, Calendars, Calendaring, Executive Level..., Heavy Calendaring, Appointment Scheduling, General Office Skills, Spreadsheets, Executive..., 10 Key, Business Correspondence, Receptionist Duties, Administrative Office..., Filing, Clerical Work, Clerical Skills, Mail Merge, Dictaphone, Executive Support
Education
City Colleges of Chicago-Richard J Daley College 2003 — 2006
Associate of Arts (A.A.), General Studies
TIAA-CREF March 2015 - Present
TIAA-CREF January 2013 - March 2015
TIAA-CREF June 2011 - November 2012
Skills
Microsoft System Center..., Visual Studio, CSS, SQL Server Management..., .NET, C#, T-SQL, Windows 7, SQL, Active Directory, Apache, Customer Service, Windows XP Pro, Java, Databases, Project Coordination, PHP, Eclipse, Windows Vista, C++, JavaScript, HTML, XML, JSON, MySQL, jQuery, NetBeans, Wireshark, Information Security, Computer Security, Android Development, Mobile Applications, ActionScript, AJAX, Office 2010, Microsoft Office 2003, Firebug, Burp Suite, JSP, Servlets, Network Infrastructure, VMware View, Web Application Security, Data Structures, Rapid Prototyping, Penetration Testing, Human Computer..., SharePoint, Aptana, Axure
Education
University of North Carolina at Charlotte 2010 — 2012
Bachelor of Arts (BA), Information Technology, 3.833
Central Piedmont Community College 2007 — 2010
Associate of Arts (AA)
Independence High School 2006 — 2007
High School, 12
Miami Springs Senior High School 2004 — 2006
High School, 9-11
Miami Springs Middle School 2003 — 2004
8
CompuCom September 2015 - Present
The Walt Disney Company June 2015 - September 2015
Apex Computer Systems July 2008 - June 2015
SunTrust Bank July 1997 - July 2008
TIAA-CREF January 1987 - January 1997
Skills
Virtualization, Desktop Administration, Servers, Hardware, HP, Windows Server, VMware, Active Directory, Troubleshooting, Cisco Technologies, Operating Systems, Technical Support, Disaster Recovery, TCP/IP, Data Center, Switches, XP, Software Installation, Computer Hardware, Windows 7, System Administration, IT Service Management, Cisco Nexus, Networking, VPN, DNS, VoIP, Routers, VMware ESX, DHCP, Windows XP, Network Administration, Citrix, System Deployment, Vendor Management, Call Centers, Process Improvement, Software Documentation, Security, IT Management, Business Analysis
Education
Technical Career Institutes 1992 — 1994
AOS, Basic Electronics
The City University of New York - The City College of New York 1992 — 1993
Computer Science
TIAA-CREF March 2015 - Present
Apex Systems / TIAA-CREF November 2014 - March 2015
Fujitsu America September 2014 - October 2014
Dell Services Federal Government January 2012 - May 2014
Palo Alto Medical Foundation May 2007 - January 2012
Skills
HIPAA, Troubleshooting, XP, Active Directory, Security, Microsoft Office, Windows 7, Healthcare Information..., Windows Server, Computer Hardware, Operating Systems, Computer Forensics, Computer Security, CEH, Cyber-security, Wireshark, IDS signatures, Unix Operating Systems, Sourcefire, Cybercrime, Computer Network..., Information Security, Security Operations..., IT Security Operations, EnCase, Encryption, Packet & network flow..., Snort, QRadar, ArcSight, HTML, Network Security, Incident Response, VMware, VPN, Data Analysis, Mandiant Incident..., Active Security..., Python, US-CERT, Security+, Security Clearance, Windows XP, Information Technology, Customer Service, Intrusion Detection, Project Management, Leadership, PowerPoint, Management
Education
Champlain College 2010 — 2011
BS, Computer Forensics and Digital Investigations
Grand View College
Associate of Science, General Business
Keller Willams Realty April 2014 - Present
Saunders Financial November 2013 - Present
Charles Schwab December 2011 - November 2013
Niche Financial Consulting, LLC July 2009 - December 2011
Mutual of America 2011 - 2011
Deloitte Consulting LLP December 2007 - June 2009
Vanguard December 2000 - November 2007
TIAA-CREF 1998 - 2000
Skills
Financial Services, Retirement Planning, Series 63, Investments, Retirement, Risk Management, Strategic Financial..., Strategy, Pensions, Defined Contribution, Mutual Funds, Series 7, CRM, 401k
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, General
Christopher Newport University 1987 — 1990
Bachelors of Science, Business Administration
Hampton University
Broad Channel Volunteer Fire Department November 2003 - Present
TIAA-CREF February 1990 - Present
1-800-Flowers.com 2004 - 2005
TIAA-CREF April 1988 - September 2003
Skills
Open Workbench, Time Management, Quality Center, Business Relationship..., Microsoft Office, Clarity, Business Analysis, PMP, Project Portfolio..., Business Requirements, Requirements Analysis, SDLC, Project Management, Budgets, Process Improvement, Project Planning, Vendor Management, Analysis, Enterprise Architecture, PMO, Visio, Requirements Gathering, Business Development, User Acceptance Testing, Release Management, Software Development, Data Warehousing, IT Strategy, SharePoint, Software Project..., HP Quality Center
Education
City University of New York 1995 — 1998
Development Advisors, LLC October 2014 - February 2015
Development Advisors, LLC September 2012 - October 2014
Charlotte School of Law 2010 - May 2013
Lowe's Home Improvement June 2012 - September 2012
Wright Law Firm of Charlotte May 2011 - September 2011
TIAA-CREF May 2005 - August 2010
PFPC September 2004 - May 2005
Professional Athlete December 2001 - September 2004
Skills
Westlaw, Legal Research, Process Improvement, Market Research, Commercial Real Estate..., Negotiation, PowerPoint, Legal Writing, Rhetorical Analysis, Visual Rhetoric, Microsoft Office, Due Diligence, Rhetoric, Mac OS X, Golf, Lexis
Education
Charlotte School of Law 2010 — 2013
Doctor of Law (J.D.), Law
Clemson University 1997 — 2001
Bachelor of Science (BS), Speech Communication and Rhetoric
Wilmington High School
Peak 10 September 2015 - Present
TIAA-CREF June 2015 - August 2015
Providence Country Club January 2005 - June 2015
First Alliance Logisitics Management August 2014 - May 2015
State Employees' Credit Union June 2006 - June 2012
Skills
Leadership, Time Management, Customer Satisfaction, Inventory Management, Research, Access, Team Building, Event Management, Management, Logistics, Database Design, SQL, Strategic Planning, Customer Service, SAS E-Miner, Visual Basic, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of North Carolina at Charlotte 2014 — 2016
Bachelor's Degree, Management Information Systems and Minor in Operations and Supply Chain Management, 3.4
Central Piedmont Community College 2005 — 2013
Associate's Degree, General Education, 3.4
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 October 2014 - Present
Ernst & Young January 2011 - November 2014
Davis & Hodgdon Associates May 2008 - December 2010
People's United Bank February 2007 - May 2008
Skills
Finance Transformation, Financial Modeling, Strategy, Forecasting, Business Analysis, Process Improvement, Management, Leadership, Change Management, Strategic Planning, Performance Management, Finance, Management Consulting, Corporate Finance, Consulting, Financial Services, Business Process..., Project Management, Business Planning, Performance Improvement
Education
Champlain College 2007 — 2009
MBA, Performance Management
University of Vermont 1999 — 2003
BA
MING Technology MS LLC 2013 - Present
Premier Technology Solutions Inc. November 1997 - June 2013
White & Case July 2010 - January 2011
Shearman & Sterling 2006 - 2007
Concordia Advisors 2004 - 2006
Chadbourne & Parke, LLP 2001 - 2005
TIAA-CREF 2000 - 2001
Global Financial Press 1994 - 1997
General Computing of Brooklyn January 1995 - January 1996
Compudraft Incorporated January 1993 - January 1995
Skills
Multilingual, English, Public Speaking, Mandarin, Cantonese, Corporate Law, Networking, Knowledge Management, Mergers, Venture Capital, Infrastructure, Consulting, Business Development, Information Technology, Disaster Recovery, Business Analysis, Financial Services, SharePoint, Cloud Computing, iOS development, iPhone Application..., Business Apps, Interface Builder, Apple Developer, Mobile Consulting, Mobile Architecture, iOS Design, Management, Troubleshooting, Unix, Strategy, Program Management, SQL, Mergers & Acquisitions, Microsoft Exchange, Project Management, CRM, Outsourcing, Leadership, ITIL, Integration, VMware, Security, Web Services, Enterprise Software, Vendor Management, SaaS
Education
University of Phoenix 2008 — 2010
Master of Business Administration (M.B.A.)
Wossing (AI Cultural Center) 2005 — 2008
University of Phoenix 2002 — 2006
Bachelor of Science (BS)
New York Institute of Technology-Old Westbury 1990 — 1993
City University of New York City College 1987 — 1989
Brooklyn Technical High School 1980 — 1984
HS
TIAA-CREF August 2014 - Present
Honorable Robert E. Hood of the Fifth Judicial Circuit June 2014 - August 2014
United States Attorney's Office January 2014 - May 2014
Van Kampen Law, PLLC November 2013 - January 2014
United States Attorney's Office May 2013 - August 2013
Strom Law Firm, L.L.C. December 2011 - January 2012
Skills
Leadership, Westlaw, Research, Microsoft Office, Psychology, Biology
Education
Charlotte School of Law 2012 — 2015
Doctor of Law (J.D.), Law
University of South Carolina-Columbia 2006 — 2011
Bachelor of Science (B.S.), Biology, Psychology
CVS Health July 2015 - Present
Morgan Stanley March 2015 - June 2015
HSBC Global Banking and Markets April 2014 - June 2014
TIAA-CREF August 2013 - April 2014
The IA Center October 2006 - March 2014
NYC Health and Hospitals Corporation February 2013 - August 2013
Edison Group, Inc. October 2012 - November 2012
NYSERDA January 2012 - October 2012
Rudolf Steiner School February 2011 - November 2011
BlackRock 2008 - 2009
Skills
Brokerage, FINRA, Investments, Risk Management, Financial Analysis, Investment Banking, Equities, Portfolio Management, Capital Markets, Asset Managment, Strategic Planning, Financial Modeling, Fixed Income, Project Management, Software Development, Contract Management, Energy Efficiency, Sustainable Energy, SharePoint, Asset Management, Management, Program Management, CRM, Project Planning, Integration, Budgets, Analysis, Business Analysis, Software Documentation, Marketing, Vendor Management, SDLC, Business Transformation, Business Development, Start-ups, Consulting, Process Improvement, Change Management, Microsoft Excel, Data Analysis, Team Leadership, Team Management, Requirements Analysis, Market Research, Financial Services, Banking, Business Intelligence, Leadership, Training, PeopleSoft
Education
Post University 2008 — 2010
BS, Finance
City University of New York 2005 — 2007
AA, Business Management
Murry Begtraum High School 2003 — 2006
High School Diploma, Computer Science
The Standard February 2009 - January 2014
IncentOne June 2007 - November 2008
Prudential Financial May 1994 - February 2007
TIAA-CREF 1992 - 1998
Skills
Account Management, Leadership, Marketing, Cross-functional Team..., New Business Development, CRM, Business Analysis, Salesforce.com, SDLC, Customer Service, Management, Business Development, Sales, Budgets, Human Resources, Customer Retention, Access, Insurance, Employee Benefits, Outlook, Relationship Management, Health Insurance, Disability Insurance, Life Insurance
Education
City University of New York 1984 — 1988
BA, Psychology
Brandy L Hagler, Attorney at Law January 2015 - Present
Charlotte School of Law November 2013 - August 2014
Legal Lagniappe April 2006 - June 2013
Charlotte School of Law August 2012 - May 2013
Charlotte School of Law August 2012 - December 2012
Charlotte Womens Bar June 2012 - October 2012
The Bain Group May 2011 - August 2011
TIAA-CREF 2005 - 2006
Skills
Legal Research, Legal Writing, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Research, Lexis, Outlook, Event Planning, Customer Service, Wordperfect, Westlaw, Fundraising, Professional and..., Community Outreach, Pro Bono, Courts, LexisNexis, Editing, Civil Litigation, Commercial Litigation
Education
Charlotte School of Law 2010 — 2013
Juris Doctor, Law
Louisiana State University 1999 — 2004
St. Mary's Dominican High School 1995 — 1999
Duke Energy Corporation March 2012 - Present
CITQAA 2008 - 2013
Wachovia Bank January 1997 - March 2012
Wachovia, A Wells Fargo Company June 2011 - October 2011
Bank of America October 2010 - April 2011
Wachovia 2009 - March 2009
TIAA-CREF 2008 - 2009
Wachovia Bank January 2006 - June 2008
Care Entree 2001 - 2005
Skills
Oracle, Six Sigma, Requirements Gathering, Test Automation, User Acceptance Testing, Business Requirements, SDLC, Process Improvement, Testing, Business Analysis, Quality Assurance
Education
Central Piedmont Community College 2009 — 2010
Tarrant County College 1969 — 1971
TIAA-CREF January 2015 - Present
American Capital September 2013 - January 2015
The Carlyle Group July 2011 - September 2013
FTI Consulting September 2010 - July 2011
College of William and Mary July 2010 - August 2010
Goodman & Company June 2009 - July 2009
Enterprise Rent-A-Car February 2008 - May 2009
Fastenal September 2006 - February 2008
Skills
Accounting, Financial Accounting, Account Reconciliation, US GAAP, Analysis, GAAP, Microsoft Excel, Business Strategy, IFRS, Tax, Financial Reporting, CPA, Microsoft Office, Auditing, Internal Controls, Private Equity, Business Valuation, Accounts Receivable, Financial Analysis, Financial Statements, Valuation, Cash Flow
Education
The College of William and Mary - The Mason School of Business 2009 — 2010
Masters of Accounting, Accounting
Christopher Newport University 2005 — 2009
BSBA, Accounting
Breakwater Investment Group April 2014 - Present
TIAA-CREF September 2012 - April 2014
Merrill Lynch 2010 - September 2012
United Airlines June 2000 - April 2009
Skills
Chartered Retirement...
Education
Central Washington University 1988 — 1992
TIAA-CREF March 2014 - Present
BennuMedia August 2009 - Present
American Bar Association February 2012 - March 2014
Moraine Valley Community College May 2010 - February 2012
Axel Springer Digital TV - Germany January 2009 - March 2009
JPMorgan Chase July 2004 - October 2008
Bank One May 2002 - July 2004
Bank One June 2001 - May 2002
Skills
Adobe Creative Suite, Dreamweaver, jQuery, User Experience, User Interface Design, HTML, JavaScript, Web Project Management, Flash, Graphic Design, Web Development, Web Design, Communication Design, HTML/XML, Usability, Creative Direction, HTML + CSS, CSS, CMS, Illustrator, Copywriting, Usability Engineering, Marketing, JSON, Usability Testing, Adobe Fireworks, Content Management, Usability Design, Web Analytics, Fatwire, CQ5, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements, Project Management, Online Product Launches
Education
DePaul University
Master of Science (MS)
Illinois Institute of Art 2003 — 2009
Bachelor of Fine Arts (BFA)
Chicago State University 2002 — 2002
Bachelor of Science (BS)
Salisbury-Rowan Community Action Agency, Inc. December 2012 - Present
Friendship Community Development Corp. June 2011 - June 2012
TIAA-CREF August 2008 - January 2011
TIAA-CREF October 2006 - August 2008
Oval Office Cleaning Service June 2003 - October 2006
Winston Salem Urban League October 1997 - June 2003
Skills
Process Improvement, Team Building, Budgeting, Outlook, Workflow Analysis, Requirements Gathering, Requirements Analysis, Workflow Design, Project Coordination, Documentation, Report Writing, New Business Development, Diversity Training, Training Coordination, Project Facilitation, Grant Writing, Teaching Adults, Project Planning, Project Implementation, MS Project, Visio, Budgets, Training, Customer Service, Project Management, Business Process, Leadership, Software Documentation
Education
Salem College 2001 — 2005
BA, Communications/ Minor: Sociology
Central Piedmont Community College
REACH IT - Health Information Technology Trainer Certification
Fashion Institute of Technology 1978 — 1980
AAS, Fashion Buying & Merchandising
Jones Lang LaSalle December 2013 - Present
Estee Lauder Inc. December 2005 - June 2013
Jones Lang LaSalle August 2005 - December 2005
Merrill Lynch December 2004 - August 2005
TIAA-CREF 1991 - 2004
Baldwin & Cornelius, P.C. 1989 - 1991
Drexel Burham Lambert 1986 - 1989
SIAC 1985 - 1986
North American Phillies Lighting Co. 1984 - 1985
Long Island Lighting Company 1978 - 1984
Skills
Vendor Management, Process Improvement, Engineering, Facilities Management, Asset Managment, Management, Project Management, HVAC, Electrical Engineering, Program Management, Disaster Recovery, Change Management, Construction, Cross-functional Team..., UPS systems, MS Project, Contract Management, Budgets, Business Process..., Contract Negotiation, Business Analysis, SDLC, Asset Management, Operations Management, Project Planning, Data Center, IT Management, IT Strategy, PMP, Project Portfolio..., Electricians, PMO, Risk Management, ITIL, Process Engineering, Integration, Visio
Education
New York Institute of Technology 1994 — 1998
MS, Energey Management
City University of New York City College 1973 — 1977
BET, Electromechanical
OLSHAN PROPERTIES June 2015 - Present
Innovative "it" Technology July 2014 - April 2015
Haier America March 2011 - July 2014
Tishman Speyer 2007 - 2011
O'Connor Capital Partners 1998 - 2007
TIAA-CREF 1997 - 1998
Skwiersky, Alpert & Bressler, LLP 1991 - 1997
Skills
Cash Management, Treasury, Forecasting, Accounting, Treasury Management, Internal Controls, Liquidity Management, Cash Flow Forecasting, Real Estate, Financial Reporting, Auditing, Accounts Payable, Microsoft Office, Lockbox, Cash, Payments, Banking Relationships, Consumer Products, Consumer Electronics, Banking, Accounts Receivable, Cash Flow, Process Improvement, Kyriba, MRI, JPM Access, Bank of America Cash Pro, CitiBusiness Online, SAP, Northern Trust Treasury..., Escrow, SLA, Factoring, Negotiations, Negotiator, Trade Finance, Letter of Credit, Concur, Negotiation, Risk Management
Education
City University of New York-Brooklyn College
Bachelor of Science, Accounting
South Shore High School
Academic
TIAA-CREF June 2015 - Present
TIAA-CREF January 2015 - June 2015
TIAA-CREF June 2014 - January 2015
Skills
Microsoft Office, Communication, Team Leadership, Social Networking, Social Media, Customer Service, Leadership, Mac OS, Windows, OBIEE, SharePoint, Outlook, Team Building, Training, Troubleshooting, Data Analysis, Financial Analysis, Teamwork
Education
University of North Carolina at Charlotte 2013 — 2016
Bachelor's Degree, Finance
Central Piedmont Community College 2010 — 2013
Associate's Degree, General Education
Mallard Creek High School
Mallard Creek High School
Mallard Creek High School
University of Konstanz May 2015 - Present
PAR Laboratories, Inc. July 2009 - December 2014
TIAA-CREF July 2014 - August 2014
University of North Carolina at Chapel Hill August 2012 - June 2013
Physicians Choice Laboratory Services June 2012 - January 2013
Education
University of North Carolina at Chapel Hill 2012 — 2015
Bachelor of Arts (BA), Philosophy and Physics
Central Piedmont Community College 2011 — 2012
General Studies, GPA: 3.88
Deloitte January 2015 - March 2015
TIAA-CREF July 2014 - December 2014
Quo Vadis Inc. July 2012 - April 2014
The Excelon Group, LLC February 2013 - April 2013
NeoSpark Media November 2010 - March 2013
ImHONEST.com June 2011 - December 2011
Vision for Israel LTD June 2010 - November 2010
Lenders Performance Group, LLC January 2010 - June 2010
Internship - Aliya Interests LLC March 2009 - August 2009
Skills
Social Media, Social Media Marketing, Website Development, Email Marketing, Google Analytics, Google Adwords, Blog Marketing, QuickBooks, Management Accounting, Microsoft Excel, Social Networking, Microsoft Word, Budgets, Payroll, Data Entry, Human Resources, Management, Accounting, Nonprofits, Training, Customer Service, Marketing, Financial Reporting, Accounts Payable, Marketing Strategy, Invoicing, Start-ups, Small Business, Leadership, Account Reconciliation, Bank Reconciliation, Accounts Receivable, PowerPoint, Facebook, Blogging, Software Documentation, Bookkeeping, Access, Entrepreneurship, Time Management, E-commerce, Finance, Administration, Analysis, Cash Flow, Cost Accounting, Financial Analysis, Outlook
Education
Wake Forest University Graduate School 2015 — 2016
Master's Degree, Master's of Science in Accountancy (MSA)
UNC Charlotte 2013 — 2014
Bachelor's degree, Double Major: B.S. Accounting and B.S.B.A Finance with concentration in Accounting
Central Piedmont Community College 2008 — 2012
A.A. - Associates of Arts, Business, 3.7
TIAA-CREF September 2014 - Present
Lenox Advisors April 2012 - December 2013
Northwestern Mutual January 2010 - April 2012
Carpe Diem Legal Recruiters 2009 - 2011
Seyfarth Shaw May 2005 - September 2007
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
JD, Law
University of Illinois at Chicago 1999 — 2003
BA, Political Science
Joliet Catholic Academy 1995 — 1999
High School
New York Life Insurance Company June 2007 - Present
Institute of International Education January 2006 - January 2007
Time Inc. 2004 - 2006
TIAA-CREF May 2000 - October 2003
Skills
Financial Analysis, Finance, Insurance, Process Improvement, Business Analysis, Financial Modeling, Vendor Management, Financial Reporting, Business Process..., Management, SAP, Analysis, Strategic Planning, Relationship Management, General Ledger, Cross-functional Team..., Outsourcing, Leadership, Financial Services, Risk Management, Strategic Financial..., Strategy, Accounting, Forecasting
Education
City University of New York 2000 — 2003
Bachelor's Degree, Economics, 3.6
Taproot Foundation 2011 - Present
Financial Planning Association 2009 - Present
Society of Certified Employee Benefits Specialists (CEBS) 2011 - Present
Mass Mutual Financial Group 2011 - 2012
Reich & Tang/Natixis Asset Management 2008 - 2009
Reich & Tang/Natixis Asset Management 2005 - 2008
Merrill Lynch 2005 - 2005
TIAA-CREF 2001 - 2004
TIAA-CREF 1998 - 2001
TIAA-CREF 1994 - 1998
Skills
Strategy, Marketing Communications, Series 7, Project Management, Marketing Strategy, Program Management, Strategic Communications, Marketing, CRM, New Business Development, Budgets, Strategic Planning, Recruiting, Sales, Management, Consulting, Financial Services, Leadership, Digital Marketing
Education
City University of New York-Brooklyn College
BA, Television & Radio
Rutgers University-New Brunswick
Mini-MBA, Digital Marketing
Retired April 2014 - Present
Financial Planning Association of Southern Arizona 2010 - Present
Raskob Kambourian Financial Advisors, Ltd June 2011 - April 2014
MVL Financial October 2007 - May 2011
Northern Pima County Chamber of Commerce 2010 - 2011
Financial Knowledge Network October 2006 - April 2010
TIAA-CREF January 2005 - October 2006
Invesmart, Inc November 2002 - December 2003
The Scarborough Group, Inc February 1997 - August 2002
Legg Mason September 1993 - December 1994
Skills
Wealth Accumulation, Wealth Accumulation..., Retirement Planning, Retirement, Wealth Management, Asset Allocation, IRAs, Mutual Funds, Investment Advisory, 401k, Estate Planning, Financial Advisory, Investments, Strategic Financial..., Personal Financial..., Wealth
Education
Chapman University
MA, Counseling
Western Michigan University
BA, Education
HSBC Bank USA, N.A. February 2014 - March 2015
TIAA-CREF August 2012 - February 2014
Fidelity Investments June 2011 - August 2012
Morgan Stanley Smith Barney May 2010 - June 2011
Deutsche Bank July 2007 - May 2010
Skills
Series 7, Equities, Alternative Investments, Finance, Financial Services, Asset Management, Risk Management, Financial Analysis, Strategic Financial..., Financial Risk, Financial Markets, Asset Allocation, Stock Trading, Event Management, Financial Communications, Compliance, Staff Supervision, Strategic Communications, Research, Hedge Funds, Pension Funds, Private Equity, Equity Research, Microsoft Office, Project Management, Budgets, Streamlining Operations, Corporate Communications, Anti Money Laundering, Bank Secrecy Act, OFAC, Fraud Detection, Fraud Investigations, Financial Crimes...
Education
George Mason University School of Law
Juris Doctor (J.D.)
The George Washington University 2003 — 2007
BA, Political Science, International Relations
City University of Hong Kong 2005 — 2006
Political Science, International Business
Manlius Pebble Hill School
HR Consulting & Retail Search Services August 2008 - Present
talent pool 2005 - 2012
TIAA-CREF 2005 - 2008
Skills
Talent..., Small Business..., Project Management, Leadership/Communication..., Highly motivated..., Budgeting, Salary Negotiation, New Employee...
Education
Central Piedmont Community College
Human Resource Management
Lincoln Tech - The Cittone Business Institute
Mercer County Community College
TIAA-CREF March 2013 - Present
First National Bank of Shelby March 2005 - March 2013
SE Equipment Inc June 2004 - March 2005
B T Mardis CPA June 1989 - June 2004
Skills
Auditing, Certified Fraud Examiner, Accounting, Financial Reporting, Internal Controls, Internal Audit, Cognos, Sarbanes-Oxley Act, Risk Assessment, CPA, Leadership, Financial Analysis, Sarbanes-Oxley, GAAP, Enterprise Risk..., COSO, US GAAP, External Audit, Management, Risk Management
Education
Gardner-Webb University 2001 — 2003
MAcc, Accounting
Charleston Southern University 1986 — 1989
BS, Business Administration
University of South Carolina Upstate 1984 — 1986
Citi November 2014 - Present
Deutsche Bank August 2013 - November 2014
Citi September 2011 - August 2013
Bank of America July 2010 - October 2011
Credit Suisse September 2008 - July 2010
Lockheed Martin January 2008 - September 2008
TIAA-CREF May 2006 - December 2007
Bank of America February 2005 - May 2006
JP Morgan Chase November 2003 - February 2005
UBS September 2002 - November 2003
Skills
Data Warehousing, ETL, Data Modeling, PL/SQL, Erwin, Informatica, Oracle, Sybase, Datastage, DB2, T-SQL, Databases, Unix, Relational Databases, Ab Initio, Autosys, Star Schema, Oracle RAC, Data Warehouse..., Dimensional Modeling, Stored Procedures, Database Design, Unix Shell Scripting, SQL, Microsoft SQL Server, Software Project..., Data Marts, IT Strategy, Ksh, Data Governance, IBM Information..., IBM Banking and..., Business Objects
Education
City University of New York City College 1993 — 1996
MS, Engineering
University of Engineering and Technology, Lahore 1988 — 1992
Bachelor of Engineering (BEng), Engineering
Bank of America April 2011 - Present
TIAA-CREF February 2011 - April 2011
Wachovia, A Wells Fargo Company January 2010 - October 2010
TIAA-CREF July 1999 - January 2009
TIAA-CREF July 1999 - September 2001
Value Line April 1996 - July 1999
Harrico Drugs Retail Store 1990 - 1996
Education
Pace University - Lubin School of Business 1998 — 2001
Masters, Business Management
City University of New York-Brooklyn College 1991 — 1995
Bachelors, Business Management
Self Employed December 2009 - Present
AGDATA August 2007 - December 2011
Premier Resouces Staffing November 2006 - January 2007
TIAA-CREF April 2002 - August 2006
My Personal Pick Up and Delivery Service January 2000 - April 2002
First Union National Bank August 1991 - June 2000
Skills
Classes and courses..., First Union National..., Professional Image..., 911: How to deal with..., Leadership Success..., Taming the Time Waster, 7 Habits of Highly..., TIAA-CREF in house..., Anti-Money Laundering, IRA Product Classes, Diversity Awareness, Writing for Action..., Office Equipment, Fax, Microsoft Excel, Microsoft Word, PowerPoint, Administrative..., Internet, Spreadsheets, Scanners, Wordperfect, Confidentiality, Microsoft Office, Microsoft Office 2007, Filing, Data Entry, Online Research, Phone Etiquette
Education
Central Piedmont Community College 1985 — 1986
Commercial Arts
West Mecklenburg High School 1982 — 1985
Bank of America April 2008 - Present
Bank of America February 2001 - April 2008
Bank of America June 2006 - August 2007
Bank of America 2006 - 2007
Bank of America December 2003 - June 2006
Bank of America April 2002 - December 2003
Bank of America February 2001 - April 2002
Instinet April 2000 - February 2001
TIAA-CREF July 1999 - April 2000
MetLife July 1989 - July 1999
Skills
Security, CISSP, Information Security..., Information Security, Risk Management, Integration, Disaster Recovery, Business Continuity, Computer Security, Project Management, Business Process, Vulnerability Management, Security Awareness, Servers, Governance, Network Security, PCI DSS, IT Audit, Vendor Management, Data Center, Information Technology, Strategy, Identity Management, Business Continuity..., CISA, Computer Forensics, Enterprise Risk..., Financial Risk, IT Management, ITIL, Leadership, Networking, Vulnerability Assessment
Education
City University of New York 1972 — 1977
Samadhi Games LLC January 2011 - Present
Pegg August 2014 - August 2015
MobiMeeds Corporation June 2011 - March 2014
Siemens ITS June 2008 - December 2010
Charming Shoppes July 2005 - June 2008
TIAA-CREF March 2000 - March 2002
SALOMON SMITH BARNEY March 1998 - September 1998
Chase Manhattan Bank September 1995 - October 1997
Moody's Investors Service July 1995 - September 1995
Evolution Online Systems January 1995 - July 1995
Skills
iOS Development, Objective-C, Java, Agile Methodologies, Software Development, JUnit, XML, Mobile Applications, Ant, SQL, Java Enterprise Edition, Spring, Eclipse, EJB, Database Design, JDBC, PostgreSQL, CVS, XSLT, Git, SOAP, JavaScript, Integration, MySQL, Hibernate, REST, Microsoft SQL Server, AJAX, Mobile Devices, CSS, Software Project..., SDLC, Spring Framework, Tomcat, JPA, Subversion, Linux, Databases, HTML
Education
Chaffey College 1989 — 1991
Music
Expressions Day Spa September 2014 - Present
TIAA-CREF September 2012 - November 2013
Wells Fargo Bank/Aerotek December 2010 - November 2011
Wachovia Bank July 2001 - April 2009
Wachovia Bank July 1995 - April 2009
Carolina Dance Explosion! May 2001 - May 2003
Charlotte Mecklenburg Schools/University Park Creative Arts Elementary School January 2001 - January 2002
First Union National Bank January 1998 - January 2001
First Union National Bank January 1995 - January 1998
Custom Automated Machine, Inc January 1994 - January 1995
Skills
Banking, Risk Management, Process Improvement, Business Process, Treasury Management, Management, Cash Management, Software Documentation, Training, Cross-functional Team..., Integration, Vendor Management, Requirements Gathering, Project Portfolio..., Finance, Business Analysis, Leadership, Analysis, Business Process..., Quality Assurance, Program Management, PMO, Financial Services, Payments, SharePoint, Software Project..., Visio, Strategy, Customer Service, Portfolio Management, Process Engineering, Testing, Credit, Business Requirements, PMP, CRM, Requirements Analysis, Relationship Management, Resource Management, Change Management, Mergers & Acquisitions, Payment Systems, Consulting, Project Management, MS Project, Management Consulting, Call Centers, Product Management, Chemical Peels, Therapeutic Modalities
Education
Academy of Nails and Esthetics 2013 — 2014
Esthetics
University of North Carolina at Greensboro 2009 — 2011
B.A., Liberal Studies
Central Piedmont Community College 2005 — 2008
AA, General Education
University at Buffalo 2000 — 2002
Certificate, Dance Teaching
Parkwood High School
High School Diploma
U.S. Bank May 2015 - Present
TIAA-CREF July 2013 - May 2015
Time Warner Cable February 2013 - July 2013
Wells Fargo November 2009 - February 2013
Wells Fargo May 2008 - November 2009
Animal Medical Hospital May 2004 - February 2008
Atlanta Bread Company September 2002 - October 2003
Skills
Written and oral..., Education in psychology, Management experience, Knowledge in Microsoft..., Customer Relations, Exceptional..., Trained to facilitate..., Analysis, Banking, Customer Service, Financial Risk, Financial Services, Fraud, Leadership, Management
Education
Kaplan University 2007 — 2009
Bachelor's degree, Psychology
Central Piedmont Community College 2003 — 2006
Associate's degree, Liberal Arts and Sciences/Liberal Studies
TIAA-CREF June 2015 - Present
TIAA-CREF January 2015 - June 2015
TIAA-CREF August 2014 - January 2015
Belvoir Federal Credit Union May 2014 - July 2014
Clyde's Restaurant Group May 2013 - January 2014
Skills
Microsoft Office, Customer Service, Finance, Project Management, SharePoint, Data Entry, Leadership, Social Media, Leadership Development, Athletics, Multi Tasking, Organization &..., Problem Solving, Auditing, Accounting, Management, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Teamwork
Education
University of North Carolina at Charlotte 2013 — 2016
Bachelor's Degree, Bachelor of Science in Accounting, 3.22/4.0
Christopher Newport University 2012 — 2013
Bachelor's Degree, Bachelor of Science in Finance, Minor in Leadership, 3.44/4.0
Wells Fargo May 2015 - Present
The Newport Group March 2013 - May 2015
TIAA-CREF October 2003 - June 2008
Vanguard January 1998 - September 2001
Skills
Retirement, Pensions, Wealth Management, Retirement Planning, 401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Series 6, Financial Services, Securities, Investment Advisory, IRAs, Microsoft Excel, PowerPoint, Investment Strategies, Training, Deferred Compensation
Education
Loyola University Chicago School of Law 2014 — 2016
Master of Jurisprudence, Business Law & Corporate Compliance
Central Piedmont Community College 2012 — 2013
Paralegal Certification, Legal Assistant/Paralegal
University of North Carolina at Charlotte 2009 — 2011
Bachelor's degree, Criminal Justice/ Political Science
North Carolina Central University 1989 — 1994
Biology, Biology, General
Grant Thornton LLP September 2015 - Present
Carolina Legal Staffing June 2015 - September 2015
Synergy Legal Staffing March 2015 - August 2015
TIAA-CREF September 2014 - December 2014
Belk June 2014 - July 2014
Ugly Duckling Studios February 2014 - May 2014
UNC Charlotte January 2013 - May 2014
GDS MD PA January 2008 - December 2013
Select Tech Solutions May 2008 - August 2008
GDS MD PA February 2001 - December 2007
Skills
Social Entrepreneurship, Volunteer Training, Critical Thinking, Legal Research, New Business Development, Business Process..., Integration, Entrepreneurship, Marketing, Social Media, Customer Service
Education
Charlotte School of Law 2011 — 2014
Doctor of Law (J.D.), Non-Profit/Public/Organizational Management
University of North Carolina at Charlotte 2012 — 2014
Master of Business Administration (M.B.A.), Marketing Innovation
University of North Carolina at Greensboro 2009 — 2011
Bachelor of Science (BS), Biology
East Burke High School
TIAA-CREF March 2015 - Present
York Technical College August 2008 - Present
The Vanguard Group February 2012 - February 2015
Vanguard December 1999 - February 2012
Skills
Six Sigma, Visual Basic, Agile Methodologies, Visio, SharePoint, Management, Access, SQL, SDLC, Microsoft Office, Coaching, CRM, Databases, Business Analysis, Data Analysis, Process Improvement, Project Management, Analysis, Software Documentation, Business Intelligence
Education
University of Phoenix-Charlotte Campus 2004 — 2006
Master of Business Administration (MBA), Computer/Information Technology Administration and Management
Charleston Southern University 1993 — 1997
Bachelor of Science (BS), Management Information Systems, General
Gaffney High School
Axa Equitable July 2014 - Present
Aon Hewitt September 2013 - June 2014
TIAA-CREF 2001 - 2012
Skills
Mortgage Banking, Compliance, Regulatory Requirements, Financial Services, Customer Service, Case Managment, Life Insurance, Employee Training, Technical Writing, Internal Audit, Claims Handling, Administrative..., Medical Billing, Adobe LiveCycle Designer, Visio, Microsoft Excel, Microsoft Word, Access, PowerPoint, Forms, Typing, Reinsurance, Underwriting, Management, Relationship Management, Retirement, Retirement Planning, Process Improvement, Mutual Funds, Insurance, Business Analysis
Education
Central Piedmont Community College 2012 — 2013
Certification, Mortgage Banking
TIAA-CREF October 2014 - Present
Apple July 2014 - September 2014
Geek Squad July 2010 - July 2014
Best Buy July 2010 - July 2014
Skills
Computer Repair, Computer Hardware, Windows 7, Troubleshooting, Customer Service, XP, Windows, Software Installation, Technical Support, Microsoft Office, Inventory Management, Computer Maintenance, Active Directory, OS X, Networking, Windows Server, Customer Satisfaction, Network Administration, Operating Systems, Hardware, Servers, System Administration, Windows Vista
Education
Central Piedmont Community College
TIAA-CREF August 2013 - Present
Citi April 2012 - June 2013
Fifth Third Bank March 2010 - April 2012
Fidelity Investments December 1997 - May 2009
Fidelity Investments September 1995 - December 1997
Fidelity Investments July 1994 - September 1995
Cincinnati Reds June 1986 - July 1994
Cincinnati State 1989 - 1989
Skills
Project Portfolio..., Program Management, Software Project..., Business Process..., Six Sigma, Lean Manufacturing, Process Mapping, Systems Analysis, Business Analysis, Strategic Planning, Organizational Change, Risk Management, Financial Management, Software Quality..., Agile, Scrum, SDLC, Stage-Gate, Process Improvement, Business Process, PMO, Leadership, Project Management, Management, Management Consulting, Analytics, Banking, Financial Services, Vendor Management, Agile Methodologies, Business Process Mapping, Change Management
Education
Xavier University 1991 — 1994
Bachelor's Degree, Finance
Cincinnati State Technical and Community College 1989 — 1991
Finance, General
University of Cincinnati 1988 — 1989
Mechanical Engineering
Elder High School 1984 — 1988
St. William Elementary School 1975 — 1984
Bank of America August 2015 - Present
TIAA-CREF October 2014 - July 2015
Bank of America February 2010 - July 2014
GMAC Bank June 2009 - January 2010
Bank of America April 2004 - March 2009
Skills
Banking, Financial Risk, Insurance, Management, Risk Management, Process Improvement, Financial Services, Business Analysis, Credit, Governance, Portfolio Management, Financial Analysis, Relationship Management, IT Regulatory Compliance
Education
Central Piedmont Community College 1987 — 1989
Business Law
King's College 1985 — 1986
Technical Diploma, Accounting
TIAA-CREF March 2014 - Present
TIAA-CREF September 2013 - March 2014
TIAA-CREF March 2013 - September 2013
Skills
Analysis, Microsoft Excel, Series 7, Series 66, Wealth Management, Financial Services, Securities, FINRA, Uniform Combined State..., Finance, Strategic Finance, Asset Allocation, OMNI, Retirement Planning, Financial Advisory, Asset Management, Oracle CRM, Options, Risk Management, Microsoft Office, CRM
Education
Florida Atlantic University 2011 — 2013
Bachelors Degree, Finance
Central Piedmont Community College 2008 — 2011
Associate's degree
Freelance Writer \ Marcom January 2011 - Present
AXA Distributors, LLC September 2010 - January 2011
Lee Frankel Writer and Development Consultant June 1997 - September 2010
TIAA-CREF November 2003 - June 2007
Lee Frankel, Writer and Marketing Consultant May 2001 - October 2003
Skills
Print: Proposals,..., Web: Content, Video..., Live: Presentations,..., Broadcast: Write Radio..., Production: TV & Radio..., MS Office Suite, Adobe Acrobat..., Writing, Brochures, Newsletters, Email Marketing, Advertising, Web Content, Microsoft Office, Adobe Acrobat, Content Management, Marketing, Marketing Strategy, Copywriting, Management, Fundraising, Corporate Communications, Strategic Communications, Training, Public Speaking, Nonprofits, Research, Marketing Communications, Team Building, Coaching, Social Media
Education
Purdue University
M.S., Speech Pathology and Audiology
City University of New York City College
B.A., Speech & Hearing
City College of New York
B.A., Speech Pathology, Psychology
Spartanburg County Probate Court March 2013 - Present
Andy Johnston Law Office September 2012 - March 2013
Spartanburg County Probate Court- Judge Caldwell May 2012 - March 2013
Council for Children's Rights February 2012 - May 2012
TIAA-CREF May 2011 - August 2011
SmileMakers, Inc. July 2006 - May 2009
CA Short Company June 2004 - July 2007
RMG3 May 2003 - June 2004
Skills
Legal Research, Legal Writing, Marketing Strategy, Promotions, Product Marketing, Sales Support, Program Development
Education
Charlotte School of Law 2010 — 2013
Juris Doctor
University of North Carolina at Charlotte 2002 — 2004
Master's Degree, Marketing
Wingate University 1997 — 2001
Bachelor's Degree, Business Administration- Management
TIAA-CREF September 2007 - Present
DNS eSolutions August 2006 - August 2007
RTMS Global June 2005 - November 2005
Campus Crusade for Christ 2001 - 2005
WebSolvers September 2000 - November 2001
Walt Disney World July 1994 - June 2000
Skills
Oracle, XML, .NET, ASP, JavaScript, Requirements Analysis, Java, SQL, Ajax, CSS, HTML, HTML5, IDOC, jQuery, JSON, Oracle ECM, PHP, MySQL, VBScript, CGI/Perl, Akamai, Ensighten, Gomez, Introscope Wily, Jive, Sauce Labs, Site Improve, Socialware, Tealeaf
Education
Colonial High School 1992 — 1995
Central Piedmont Community College
Associate of Arts (AA)
UCF Small Business Development Center
Business and Entrepreneur Training
Valencia Community College
Computers, Technology
Carlisle & Gallagher Consulting Group, Inc. September 2015 - Present
TIAA-CREF December 2013 - September 2015
Guys with Ties Charlotte July 2013 - June 2015
Enable Charlotte - Volunteer Organization August 2013 - 2014
Bank of America October 2012 - November 2013
Wells Fargo Home Mortgage 2011 - 2012
Bank of America 2010 - 2011
Accenture; FKA Zenta, LLC 2009 - 2010
Goldman Sachs, d.b.a. Senderra Funding June 2006 - April 2009
CPI Security 2005 - 2006
Skills
Project Management, Risk Management, Business Analysis, Vendor Management, Visio, Business Process..., Leadership, Management, Budgets, Team Building, Training, Program Management, Business Strategy, Business Development, Change Management, PMO, Business Process, Analysis, Banking, Business Requirements, E-commerce, Financial Services, Process Improvement, Project Delivery, Project Planning, SharePoint
Education
Central Piedmont Community College
Project Management
UNC Chapel Hill 2000 — 2004
Bachelors, Political Science/Public Policy Analysis
Sampson Community College
High School/College Duel Enrollment
The Law Office of Brendan P. Manning, PLLC October 2014 - Present
Moore & Van Allen, PLLC May 2014 - February 2015
MeckEd April 2014 - June 2014
Family Court Administrator's Office February 2014 - May 2014
Chambers of the Honorable Graham C. Mullen January 2013 - May 2013
Mecklenburg County Public Defender's Office August 2012 - May 2013
Richard L. Robertson & Associates May 2012 - August 2012
Charlotte School of Law, Civil Rights Clinic January 2012 - May 2012
TIAA-CREF August 2011 - December 2011
Chiege K. Okwara Law Office July 2011 - August 2011
Skills
LexisNexis Professional..., Westlaw Professional..., Westlaw, Legal Research, Legal Writing, LexisNexis, Civil Litigation, Trials, Criminal Law, Public Speaking, Litigation, Microsoft Office, Courts, Family Law, Legal Issues, Lexis, Motions, Research, Torts
Education
Charlotte School of Law 2011 — 2013
Doctor of Law (JD), Law, 3.82
North Carolina State University 2003 — 2009
Bachelor's Degree, Business Management--Finance, 3.5
The Rizzo Law Firm, PLLC April 2015 - Present
Charlotte School of Law August 2013 - May 2014
Mississippi Center for Justice March 2014 - April 2014
TIAA-CREF August 2013 - December 2013
Grubb & Ellis Wilson Kibler January 2012 - June 2012
McMillan & Terry, Attorney at Law May 2011 - August 2011
USC Dance Program August 2008 - October 2010
Skills
Windows XP, Windows Vista, Mac, Word, Excel, PowerPoint, Outlook, Spanish, Basic Italian, Microsoft Word, Microsoft Excel, Forecasting, Legal Writing, Accounting, Time Management
Education
University of North Carolina at Charlotte 2014 — 2015
Master of Business Administration (M.B.A.), Dual Degree
Charlotte School of Law 2012 — 2015
Juris Doctor (J.D.), Dual Degree
Vilniaus Universitetas 2014 — 2014
Juris Doctor (J.D.), International Law and Legal Studies
University of South Carolina - Darla Moore School of Business 2008 — 2012
Bachelor of Science, Business Administration; Financial Services with a minor in Spanish
Florence University of the Arts 2011 — 2011
International Business, Italian, Literature, Economics of Sustainability
Universidad Internacional Menéndez Pelayo 2010 — 2010
Spanish Minor, Spanish
Janus Capital Group June 2015 - Present
Janus Capital Group August 2013 - May 2015
Zenith Portfolio Strategies July 2013 - August 2013
FirstBank 2011 - 2013
TIAA-CREF June 2010 - July 2011
Vector Marketing June 2007 - August 2009
Skills
Portfolio Management, Management, Sales, Financial Analysis, Relationship Management, Financial Modeling, Investments, Banking, Credit Analysis, Loans, Accounting, Business Development, Commercial Lending, Finance, Leadership
Education
2016 Level III Candidate in the CFA Program
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Finance, Accounting
Charles University in Prague 2009 — 2009
Jesuit High School 2003 — 2007
TIAA-CREF August 2012 - Present
ACN June 2009 - June 2012
Equifirst / Barclay's Bank plc September 1995 - June 2009
EquiFirst September 1995 - June 2009
Barclays American Mortgage Corp. 1991 - 1995
Marine Midland Mortgage Corp 1986 - 1991
Verex Assurance, Inc. 1983 - 1986
General Finance Corporation 1978 - 1983
Skills
SDLC, Mortgage Lending, Underwriting, Leadership, Software Documentation, Access, Analysis, Databases, Credit, Loans, Team Building, Loan Origination, Quality Assurance, Management, Loan Servicing, Team Leadership, Training, Process Improvement, Insurance
Education
Central Piedmont Community College
Accounting
Fairview Capital Partners July 2015 - Present
York College Foundation September 2013 - Present
TIAA-CREF May 2012 - July 2015
HSBC Global Banking and Markets 2011 - 2011
HSBC Global Banking and Markets 2010 - 2011
HSBC Global Banking and Markets 2009 - 2010
HSBC Global Banking and Markets 2004 - 2009
HSBC Securities (USA) Inc. 2001 - 2004
HSBC Securities (USA) Inc. 1999 - 2001
Hong Kong and Shanghai Banking Corporation 1989 - 1999
Skills
Fixed Income, Equities, Portfolio Management, Structured Products, Strategy, Management, Finance, Bonds, Capital Markets, Banking, Financial Services, Asset Management, New Business Development, Alternative Investments, Asset Allocation, Investments, Financial Modeling, Market Risk, FX Options, Fund Of Funds, Risk Management, Analysis, CRM, Hedge Funds, Valuation, Insurance, Leadership, Securities, Trading, Relationship Management, Financial Markets, Investment Banking, Bloomberg, Business Development, Credit, Private Equity, Mutual Funds, Financial Risk, Derivatives, Wealth Management, Investment Management, Series 7, Emerging Markets, Series 63, Investment Strategies, Structured Finance, Corporate Finance, Credit Analysis, Investment Advisory, Options
Education
City University of New York
BS, Business Administration
Pace University-New York
Accounting and Marketing
TIAA-CREF April 2013 - Present
Michael Arthurs November 2009 - May 2012
TIAA-CREF March 2000 - August 2009
Health Insurance Plan 1991 - 2000
Paine Webber 1986 - 1991
Skills
Vendor Management, Contract Negotiation, Service Level Agreements, Project Management, Contract Management, Budgets, RFP, Disaster Recovery, Business Continuity, IT Management, IT Strategy, Cable Management, Networking, Process Improvement, Strategy, Management, Project Planning, Leadership, Call Centers, Telecommunications, Business Analysis, Data Center
Education
City University of New York-Brooklyn College
Health Magazine June 2015 - Present
Self Employed Independent Consultant July 2008 - June 2015
CUNY New York City College of Technology August 2009 - August 2011
Real Simple July 2007 - July 2008
More Magazine November 2005 - July 2007
TIAA-CREF May 2003 - November 2005
M. Shanken Communications 1996 - 2001
Skills
Graphic Design, Art Direction, Typography, Photography, Creative Direction, Illustration, Layout, Magazines, InDesign, Visual Communication, Illustrator, Image Manipulation, Publications, Photoshop, Pre-press, Advertising, Publishing, Graphics, QuarkXPress, Editorial, Fashion, Art
Education
City University of New York 2004 — 2008
Communication Design
School of Visual Arts 2000 — 2002
Graphic Design, Editorial Design and Typography.
TIAA-CREF September 2012 - Present
BBVA Compass June 2011 - September 2012
JPMorgan Chase April 2005 - June 2011
US Navy May 2000 - May 2004
Skills
Series 6, Series 63, Licensed Life & Health..., Investments, Investment Advisory, Investment Strategies, Banking, Loans, NMLS Licensed, Mortgage Lending, Credit, Mortgage Banking, Loan Origination, Refinance, Management, Sales Management, Customer Service, Leadership, Team Building, Microsoft Excel, Microsoft Office, Outlook, Retirement, Retirement Savings, Retirement Benefits, Retirement Planning, Retirement Plan..., Qualified Retirement..., 403 b, 401k, 401k Rollovers, 529 Plans, Investment Compliance, Investment Selection, Traditional IRA, Roth IRA, SEP IRA, Aviation Electronics, Military Aviation, Military Operations, Tomcat, Tool Room, Fixed Annuities, Securities, Mutual Funds, Variable Annuities, Series 24, Asset Allocation
Education
University of North Texas 2004 — 2006
Sociology, Psychology
Central Texas College 2003 — 2004
N/A, General Studies
Embry Riddle Aeronautical University-Worldwide 2002 — 2003
Associate's degree, Aviation Electronics
Wichita Falls High School 1993 — 1997
Cisco Systems April 2013 - Present
Cisco Systems December 2009 - Present
IBM Global Services January 2006 - April 2009
JP Morgan June 1999 - December 2005
Deloitte & Touche August 1997 - June 1999
TIAA-CREF 1995 - 1997
Syska Hennessy Group 1993 - 1995
Skills
Data Center, IT Strategy, Cloud Computing, Enterprise Architecture, Cisco Technologies, Disaster Recovery, IT Management, Architecture, Enterprise Software, Servers, Solution Architecture, Infrastructure, Network Architecture, Project Management, Virtualization, Telecommunications, HP, Software Project..., Change Management, SAN, System Deployment, Service Delivery, Networking, Managed Services, Architectures
Education
Southern Methodist University - Cox School of Business 2004 — 2004
Project Management, Information Technology Project Management
New York University 1995 — 1995
Unix Systems Administration, Certification
City University of New York 1991 — 1993
MSEE, Electrical Engineering
NED University of Engineering and Technology 1984 — 1989
BSEE, Electrical Engineering
TIAA-CREF September 1998 - Present
Skills
Perl, System Center..., Powershell, shell scripting, Management, SQL, Unix, Integration, Testing, SDLC, Requirements Analysis, Oracle, Microsoft Office, Fiber Optic Cable
Education
City University of New York City College
BSc Electrical Engineering, Communications Engineering
Barclays March 2010 - Present
Barclays February 2005 - March 2010
Sky I.T. Group January 2004 - January 2005
TIAA-CREF November 2000 - December 2003
Lehman Brothers January 1999 - January 2001
Credit Suisse June 1998 - January 1999
Skills
Fixed Income, Derivatives, Trading Systems, Investment Banking, SDLC, Business Analysis, Credit Derivatives, SQL, Equities, Risk Management, Capital Markets, Software Development, Oracle, Financial Modeling
Education
City University of New York 1995 — 2000
Bachelor's Degree, Computer Science
UMass Dartmouth September 2014 - December 2014
Bronx High School of Science September 2009 - September 2014
NYC Department of Education 2009 - 2009
Saathi July 2005 - November 2006
TIAA-CREF August 2001 - April 2004
Tefen July 2000 - August 2001
Cornell University 1998 - 2000
Skills
Operations Research, Teaching, Microsoft Office, Statistics, Data Analysis, Curriculum Design, Microsoft Excel, Tutoring, Curriculum Development, Non-profits, Higher Education, Educational Leadership, Staff Development, Classroom, Community Outreach, Program Development, Teacher Training, Calculus, Mathematics Education, Algebra, K-12, Nonprofits
Education
City University of New York City College 2007 — 2008
Advanced Certificate, Secondary Mathematics Education
Cornell University 1998 — 2000
Master of Engineering, Operations Research & Industrial Engineering
Stony Brook University 1996 — 1998
Bachelor of Science, Applied Mathematics & Statistics
TIAA-CREF June 2015 - Present
Prudential Fixed Income September 2014 - May 2015
Citigroup September 2010 - September 2014
City College of New York June 2009 - June 2010
Skills
Fixed Income, Economics, Bloomberg, Financial Markets, Credit Derivatives, Derivatives, Capital Markets, Emerging Markets, Swaps, Middle Office, Investment Strategies, Credit, Banking, Bonds, Securities, Hedge Funds, Trading, Corporate Finance, Equities, Financial Analysis
Education
City University of New York City College 2007 — 2010
Economics
Penn State University 2002 — 2005
TEKsystems February 2015 - Present
LPL Financial September 2013 - February 2015
Lowe's Home Improvement October 2011 - September 2013
Azaleos November 2010 - June 2011
Branch Banking and Trust February 2010 - November 2010
TIAA-CREF April 2004 - May 2009
Microsoft Corp October 2003 - July 2004
Perimeter E-Security August 2000 - October 2003
Perimeter E-Security November 1999 - August 2000
Precision Processing June 1997 - November 1999
Skills
Virtualization, Active Directory, Integration, Microsoft Exchange, Windows Server, Security, SharePoint, Disaster Recovery, Servers, Powershell, Blackberry Enterprise..., Windows, System Deployment, Troubleshooting, Hardware, Infrastructure, DNS, VMware ESX, Networking, Microsoft Technologies, Enterprise Software, Software Installation, Lotus Notes, DHCP, Data Center, Group Policy
Education
University of Phoenix 2007 — 2009
Masters, Business Management
2003- 2007 University of Phoenix Charlotte Campus 2004 — 2009
BS, Information Technology; Management
ECPI College of Technology 1998 — 2000
Associate's degree, Information Technology; Information Technology/Networking
Central Piedmont Community College 1997 — 1998
NA, Communications
MMC March 2002 - Present
TIAA-CREF December 1999 - December 2001
E-Consulting January 1995 - January 1999
Education
City University London 1992 — 1995
TIAA-CREF 2008 - 2009
Altigro Pension Services 2006 - 2007
ADP Retirement Services 2005 - 2006
Mellon Bank 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2001
AIMS Consulting 1982 - 1998
Bankers Trust Company 1964 - 1982
Skills
Wealth Management, Securities, Equities, Pensions, Relationship Management, Portfolio Management, Mutual Funds, Investments
Education
City University of New York
TIAA-CREF June 2015 - Present
TIAA-CREF January 2014 - June 2015
Franklin Templeton Investments November 2011 - June 2013
Franklin Templeton Investments January 2011 - November 2011
Franklin Templeton Investments November 2007 - January 2011
Norwest Financial Corp May 2006 - November 2007
Skills
Real Estate, Residential Homes, Entrepreneurship, Real Estate Development, Property Management, Marketing Strategy, Investors, Real Estate Transactions, Single Family Homes, First Time Home Buyers, Mutual Funds, Customer Service, Investments, Series 63, Series 6, Cross-functional Team...
Education
City University of New York City College
Bachelor of Arts (BA), Psychology
IBM December 2005 - Present
JPMorgan Chase June 1999 - December 2005
TIAA CREF 1993 - 1995
Education
City University of New York 1991 — 1993
MSEE, Engineering
The University of Texas at Arlington 1990 — 1991
TIAA-CREF October 2014 - March 2015
Bank of America June 2013 - June 2014
Ally Financial Inc. December 2012 - May 2013
Bank of America 2012 - 2012
Bank of America March 2011 - December 2011
Bank of America August 2008 - December 2010
Bank of America 2008 - 2009
TIAA-CREF 2006 - 2006
Comptel 1995 - 2000
Skills
Agile & Waterfall..., Certified Scrum Master..., Project Management, Analysis, Enterprise Software, Software Project..., SDLC, Change Management, Project Portfolio..., Quality Assurance, Risk Management, Business Analysis, Scrum, Disaster Recovery, Software Asset..., SAP, Incident Handling, Agile Project Management, User Stories, Agile Methodologies, Software Development..., Web Design, Web Development, Agile Testing, Kanban, CRM, PMO, Vendor Management, Business Intelligence, Management, Business Process, Leadership, Process Improvement, Program Management, Requirements Analysis, Resource Management, Consulting
Education
Agile Carolinas / Scrum Alliance 2012 — 2014
Certified Scrum Master
Central Piedmont Community College 2011 — 2013
PMI Certification Studies
Bank Of America Six Sigma Green Belt 2001 — 2001
Los Angeles Valley College 1984 — 1988
Central Piedmont Community College
Business and Information Technology
TIAA-CREF Sr. GeneralistMoody's Investors ServiceMay 1999 - August 2003
Education
Central State University
JPMorgan Chase March 2013 - Present
JPMorgan Chase March 2012 - Present
Bank of America May 2007 - December 2010
TIAA-CREF April 2006 - May 2007
Affiliated Computer Services con't April 2000 - April 2006
Affiliated Computer Services / Royal & Sun Alliance May 1999 - April 2006
US Army May 1996 - January 1999
Skills
Disaster Recovery, Production Support, Troubleshooting, Process Improvement, Integration, Quality Assurance, Customer Relations, Problem Solving, Documentation, Access, Compliance, Incident Management, Visio, Change Management, Process Development, Microsoft Office, Business Analysis, Business Continuity, Strategic Planning, Program Management, Active Directory, Windows, IT Service Management, System Administration, Banking, Customer Service, Security, Vendor Management, Testing, System Deployment, Software Documentation, PMP, DHCP, SharePoint, Software Installation, Networking, Information Security, Technical Support
Education
Central Piedmont Community College 2004 — 2006
United States Army Signal Center 1996 — 1996
Computer and Information Systems Security/Information Assurance
Central Piedmont Community College
Information Security, Information Systems - Networking
El Paso Community College
Computer Networks, Logical Mathematics, History
Accurate Technology Solutions, L.L.C. August 2011 - Present
DIVERSANT, LLC January 2014 - October 2014
Dynanet Corporation April 2012 - June 2013
TIAA-CREF August 2003 - August 2011
TIAA-CREF June 1996 - August 2003
TIAA-CREF July 1992 - June 1996
Pan American World Airways, Inc. June 1989 - August 1991
Skills
Natural, ADABAS, COBOL, ITIL, Sarbanes-Oxley..., Endevor, Dynamic File Access, Basic Web Design, Endeavor, Project Management, Management, IBM Mainframe, Requirements Gathering, Data Warehousing, SharePoint, File, DB2, Requirements Analysis, Enterprise Architecture, MVS, JCL, Disaster Recovery, Sarbanes-Oxley, SDLC, Systems Analysis, Testing, Natural Resources, Mainframe, PMP, VSAM, Visio, TSO, CICS, Databases
Education
Central Piedmont Community College - Charlotte, NC 2014 — 2014
Masters Level Equivalent Certification
City University of New York 1986 — 1999
Bachelor of Science
Queens College 1979 — 1985
Stuyvesant High School 1976 — 1979
Regents Diploma
TIAA-CREF June 2015 - Present
UBS Financial Services March 2012 - Present
UBS June 2014 - June 2015
UBS Investment Bank January 2010 - February 2012
P&O Nedlloyd 2003 - 2006
Skills
Financial Modeling
Education
City University London 1998 — 2001
FDIC January 2013 - Present
Department of Defense, Military Health Systems January 2013 - Present
ICS April 2012 - January 2013
TIAA-CREF September 2001 - April 2012
Reid Consulting September 1999 - September 2001
Compaq September 1998 - September 1999
Audible, Inc. September 1997 - September 1998
ICOM June 1994 - June 1997
Skills
VMware Infrastructure, Disaster Recovery, Infrastructure, High Availability, Enterprise Architecture, Storage, vSphere, Windows Server, VMware View, Active Directory, Cluster, vCloud, vSAN, Powershell, JavaScript, vCenter Orchestrator, vCAC, Cisco UCS, VDI, Scripting, Citrix, PowerCLI, P2V, Virtualization, Capacity Planning, Linux, VMware, Cisco IOS, HP EVA, Network Design, Systems Engineering, IBM Tivoli, Datacenter..., ITIL v3 Foundations..., NSX, Business Process..., Datacenter Design, Performance Analysis, STIG, Automation, BMC Patrol, Project Management, HP C7000, BMC Bladelogic, IT Infrastructure..., CMDB, Change Management, Hitachi SAN, IT Procurement, Networking
Education
City University of New York City College 1992 — 1998
TIAA-CREF January 2009 - Present
Etrade Financial October 2006 - 2008
Etrade Finanacial 2006 - 2007
Harrisdirect 2000 - 2006
CSFBDirect 2000 - 2006
DLJDirect 2000 - 2001
DLJDirect 1999 - 2001
Education
Champlain College 1994 — 1999
Bank of America June 2014 - Present
Bank of America August 2011 - June 2014
Bank of America - Contract thru Tek Systems February 2010 - August 2012
HRXCEL October 2007 - April 2010
HR XCEL 2007 - 2009
Bank of America 2007 - 2007
TIAA-CREF 1994 - 2003
Skills
PMP, Management, Change Management, Business Process..., SDLC, Agile Methodologies, Vendor Management, PMO, Business Analysis, Risk Management, Project Management, Requirements Analysis, Leadership, Team Building, Management Consulting, Training, Coaching, Software Project..., Requirements Gathering, Project Portfolio..., Waterfall, Program Management
Education
City University of New York City College
FreeTech Solutions, LLC October 2012 - Present
TIAA-CREF July 2011 - November 2011
Lowe's Home Improvement June 2007 - October 2010
CompuCom October 2006 - March 2007
CompuCom February 2005 - October 2006
Skills
Group Policy, System Administration, Windows Server, Antivirus, Blackberry Enterprise..., Network Administration, Workstations, Windows 7, Norton Ghost, XP, Troubleshooting, Operating Systems, Active Directory..., Windows Vista, Active Directory, DNS, Servers, VPN, Software Installation, Computer Hardware, Technical Support, Networking, TCP/IP, Hardware, Network Security, Help Desk Support, VMware, Switches, Hardware Support, Routers, Cisco Technologies, Laptops, Software Documentation, System Deployment, Windows XP
Education
Central Piedmont Community College 2010 — 2014
Seeking Bachelors Degree, Networking and Internetworking Technologies, 3.5
St. John's University November 2008 - Present
TIAA-CREF January 1990 - October 2008
Skills
Business Analysis, Change Management, Budgets, Architecture, Construction, Construction Management, Contract Management, Contract Negotiation, Customer Service, Facilities Management, IT Management, Leadership, Management, Microsoft Excel, Process Improvement, Program Management, Project Coordination, Project Management, Project Planning, Risk Management, Strategic Planning, Sustainability, Vendor Management
Education
City University of New York City College 1983 — 1987
BA, Architecture
TM Floyd & Company April 2009 - January 2010
TIAA-CREF October 1988 - August 2008
Education
Central Piedmont Community College
Six Sigma - Green Belt
Hiram Scott College
BS, Business Administration
516 Property Management, LLC 2002 - Present
TIAA-CREF 2000 - 2009
Skills
Accounting, Real Estate Investor, GAAP, CPA, General Ledger, Financial Statements
Education
City University of New York 1985 — 1991
BS, Accounting
Ally Financial Services (via Diag Partners) March 2015 - Present
Working Order Tech Services, LLC February 2015 - Present
TIAA-CREF September 2014 - February 2015
Microsoft Corporation March 2011 - September 2014
Collabera July 2010 - March 2011
DeCouto Professional Services May 2010 - July 2010
JPMorgan Chase & Co. August 2005 - May 2010
State Street Global Advisors June 2004 - March 2005
DPS LLC 2002 - 2005
United States Tennis Association May 2003 - March 2004
Skills
Visio, LoadRunner, SNMP, Data Profiling, Query Analyzer, Netflow, Service Levels, Netscout, Perfmon, InfoVista, NetQoS, SAR, Unix, Networking, Servers, Networking Software, Windows Server, TCP/IP, Data Center, Integration, VMware, Troubleshooting, DNS, Switches, Windows 7, Enterprise Architecture, Virtualization, Quality Assurance, IT Management, Testing, Performance Tuning, DHCP, Software Documentation, Software Development, Oracle, Enterprise Software, Technical Support, Microsoft Exchange, Storage, Databases, System Deployment, Operating Systems, Solaris, Microsoft SQL Server, Hardware, Cloud Computing, WAN, Cluster, Disaster Recovery, Routers
Education
University of North Carolina at Charlotte 2015 — 2017
Graduate Certificate in Information Security and Privacy, Computer and Information Systems Security/Information Assurance
New York University - Polytechnic School of Engineering 1990 — 1992
MS TCM, Telecomm & Computing Management
City University of New York-Brooklyn College 1977 — 1990
BS CompSci, Computer Science
Brock & Scott, PLLC March 2015 - Present
OptumHealth Education November 2014 - March 2015
Windstream Communications August 2014 - October 2014
TIAA-CREF March 2014 - August 2014
Republic Services May 2013 - March 2014
TIAA-CREF/ Pitney Bowes Management Services, Inc June 2009 - March 2013
Brown Harris Stevens September 2005 - March 2009
Skills
Adobe Acrobat, Publisher 2007, Windows Vista, PDF Professional..., EMC® Captiva®..., MS Suite 2003, 2007, Windows® 7, PowerPoint, Photo Editor, Siebel Finance Services, OmniPlus Station..., Personal Communications..., QCI Launcher, Batch Mover version 2011, Power Image EXP AG, Microsoft Excel, Microsoft Word, Marketing, Customer Service, Time Management, Sales, Editing, Human Resources, Management, Training
Education
City University of New York 2004 — 2005
Rehabilitation Counselor, Concentration in Business Writing
Marymount College of Fordham University 2001 — 2002
International Business & Interior Design, International Business
TIAA-CREF September 2009 - Present
TIAA-CREF May 2006 - August 2009
TIAA-CREF October 2003 - April 2006
TIAA-CREF October 2001 - September 2003
TIAA-CREF October 1999 - October 2001
DMW Worldwide April 1996 - September 1999
Wilcox and Associates June 1983 - April 1996
SZF Advertising February 1982 - June 1983
Skills
Analytics, Segmentation, Customer Experience, Financial Services, Direct Marketing, Marketing Research, Marketing Communications, Competitive Analysis, Management, Customer Insight, Integrated Marketing, Marketing, Strategy, Marketing Strategy
Education
City University of New York 1977 — 1982
BA, Psychology
Mecklenburg County January 2010 - Present
TIAA-CREF March 2007 - May 2009
E*TRADE Financial August 2005 - March 2007
Wachovia Bank July 2004 - July 2005
Merrill Lynch September 2001 - May 2002
Skills
Microsoft Excel, Investments, Financial Reporting, Financial Services, Management, Finance, Leadership, Budgets, Accounting, Mutual Funds, Analysis, Securities, Series 7, Financial Analysis, Access
Education
Central Piedmont Community College
Associate, Arts
University of North Carolina at Charlotte - Belk College of Business
BSBA, Finance and management
Pfeiffer University
Master of Business Administration (M.B.A.)
NYC Human Resources Administration OCSE 2008 - Present
TIAA-CREF 1988 - 2003
Education
City University of New York
BS, MBA, MS, Accounting, Finance, Taxation
Delta Air Lines September 2015 - Present
TIAA-CREF September 2014 - June 2015
Bank of America July 2013 - September 2014
Cardinal Innovations Healthcare Solutions January 2013 - July 2013
Carolina Medical Clinic January 2009 - February 2011
Carolinas Specialty Hospital September 2009 - December 2009
Ismaili Center July 2005 - January 2009
Jiwani Institute June 2003 - April 2005
Compro Consultants June 2001 - May 2003
Skills
Business Analysis, Project Management, Process Improvement, Visio, SharePoint, Access, Training, Cross-functional Team..., EMR, MS Project, Microsoft Excel, Microsoft Word, PowerPoint, MS Access, SQL, Data Analytics
Education
University of North Carolina at Charlotte 2008 — 2010
MHA, Health Administration
Central Piedmont Community College 2012 — 2012
Certificate, Business Analysis
University of Mumbai 1999 — 2002
MBA, Business Administration
TIAA-CREF November 2011 - Present
Modis March 2010 - November 2011
TIAA-CREF April 2008 - October 2009
LPL Financial September 2006 - January 2007
Banc of America Investments January 2006 - May 2006
Harrisdirect (now Etrade Financial) October 1999 - February 2005
First Union Brokerage Services September 1998 - September 1999
First Union Brokerage Services July 1996 - September 1998
United States Marine Corps February 1985 - February 1996
Skills
Software Documentation, Process Improvement, Project Management, Management, Analysis, Program Management, Strategy, Banking, Testing, Strategic Planning
Education
Central Piedmont Community College 2005 — 2007
Six Sigma Green Belt, Database Management
Compass Group North America March 2015 - Present
SMOKE MODERN BBQ January 2014 - April 2015
TIAA-CREF January 2013 - September 2014
Vanguard April 2011 - December 2012
Wells Fargo August 2010 - April 2011
Allstate Insurance May 2010 - August 2010
Hewitt Associates July 2006 - February 2010
4sides family reunion 1982 - 2010
Cingular Wireless September 2005 - March 2006
Chase March 2004 - March 2005
Skills
ServSafe Instruction, ServSafe, Culinary Skills, Sauces, Grill, Saute, Salads, Personal Chef Services, Menu Development, Catering, Banquet Operations, Diet Planning, Cash Management, Inventory, Purchasing, Customer Relations, Customer Retention, Employee Training, Process Improvement, Team Building, Team Leadership, Communication, Time Management, Investment Banking, Stock Trading, Brokerage, Property & Casualty..., Health Insurance, Life Insurance, Medicare Supplements, Series 7, Series 65, Call Centers, Sales, Retail Sales, Online Communications, Volunteering, Benefits Administration, Defined Contribution, Defined Benefit, 401k Rollovers, Computer Proficiency, Microsoft Office, Multi-channel Retail, Seibel, Deferred Compensation, Non-profit..., Non-Qualified Deferred..., Telecommunications..., Telecommunications
Education
Central Piedmont Community College 2015 — 2016
Certified Dietary Manager, Dietetics/Dietitian, 4.0
The Community Culinary School of Charlotte 2014 — 2015
Culinary Arts/Chef Training
Harding University 2001 — 2002
None, Sports Medicine
Kinesiology Harding University 2001 — 2002
TIAA-CREF 2014 - Present
Ally Financial Inc. 2013 - March 2014
Lowe's Home Improvement April 2011 - March 2013
Bank of America September 2009 - April 2011
Maersk Line August 2006 - March 2009
Skills
Business Analysis, Network Security, Visio, Information Security, CRM, Analysis, Vulnerability Scanning, Vulnerability Assessment, Security Operations, SAP, Process Improvement, Software Documentation, Quality Assurance, Cyber-security, Microsoft Office, Infrastructure, Microsoft Excel, MS Project, Vendor Management, Project Management, Data Analysis, E-commerce, Testing, PeopleSoft, Outlook, Business Intelligence, SDLC, Business Process..., Banking, Requirements Gathering
Education
Central Piedmont Community College 2012 — 2012
Certification, (HIT) Health Information Technology Certification
University of North Carolina at Charlotte 2003 — 2006
Bachelor's degree, Criminal Justice/Political Science
Gaston College 2001 — 2003
Associate's degree, Business
Bank of America May 2012 - June 2014
Bank of America, Charlotte, NC June 2010 - May 2012
Neighborhood Assistance Corporation of America (NACA) June 2009 - June 2010
Hewitt Associates September 2008 - June 2009
Adhesion Technologies Inc March 2007 - November 2007
TIAA-CREF March 2006 - March 2007
American Auto Club Ins. Agency (AACIA) October 2003 - March 2006
American Auto Club Ins. Agency (AACIA) October 2000 - October 2003
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Portfolio Management, Risk Management, Financial Analysis, Mortgage Banking, Credit Risk, Commercial Banking, Retail Banking, Loan Origination, Financial Risk, Financial Modeling, Commercial Lending, Investments, Refinance, Fixed Income, FHA, Mortgage Servicing, Loss Mitigation, Operational Risk..., Operational Risk, Residential Mortgages, Microsoft Office, Insurance, Leadership, Coaching, Analysis, Microsoft Excel, Customer Service
Education
Central Piedmont Community College 2015 — 2015
Certification, Six Sigma Greenbelt
Central Piedmont Community College 2012 — 2012
Notary Public, NC Notary Public
Montreat College 2003 — 2006
Bachelor's Degree, Business Administration, Management and Operations
NC Insurance School 2000 — 2000
Property & Casualty Insurance Agent License, Property and Casualty Ins.
TIAA-CREF February 2007 - Present
Skills
Mutual Funds, Wealth Management, Relationship Management, Series 63, Business Analysis, Investments, Portfolio Management, Risk Management, Banking, Equities, Call Centers, Process Improvement, Insurance, Retirement Planning, Fixed Income, Securities, Pensions, Financial Services, Series 6, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Charitable Gift..., Legal, Legal Research, Legal Writing, Employment Law, Property Law, Constitutional Law, Civil Rights Law, Long Term Care Insurance
Education
Charlotte School of Law 2012 — 2016
Juris Doctor, Employment Law, Constitutional Law, Rising 2L
AMEC November 2008 - August 2010
TIAA-CREF April 2007 - November 2008
Scottish Re June 2004 - April 2007
Skills
Account Reconciliation, Financial Analysis, Financial Reporting
Education
Central Piedmont Community College 2002 — 2003
Database management
Southern New Hampshire University 1994 — 1995
MBA, MBA
Fitchburg State University 1990 — 1994
BS, Accounting
BAE Systems November 2013 - Present
AXA-EQUITABLE September 2010 - May 2013
TIAA-CREF November 2005 - March 2010
Time Warner July 2003 - November 2005
Exult/Aon Hewitt September 2001 - July 2003
Skills
Retirement Planning, Mutual Funds, Equities, Fixed Annuities, Securities, Retirement, Insurance, Human Resources, Management, Client Service, Process Improvement, Client Services, Call Centers, Employee Benefits, 401k, Financial Services, Policy, Benefits Administration, Accounting
Education
Liberty University 2013 — 2015
Master of Business Administration (M.B.A.)
Central Piedmont Community College 2013 — 2013
Certificate Progam, Human Resources
Voorhees College 1985 — 1989
Bachelor of Science, Business Administration
Fidelity Investments December 2014 - Present
Tata Consultancy Services March 2014 - December 2014
TIAA-CREF 2008 - 2014
TIAA-CREF September 2005 - September 2008
Schwab Retirement Technologies September 2001 - September 2005
US Airways April 2001 - October 2001
First Union April 1999 - April 2001
Merrill Lynch 1994 - 1996
Merrill Lynch 1994 - 1996
Skills
401k, Business Analysis, CRM, Cross-functional Team..., Defined Benefit, ERISA, Employee Benefits, Financial Analysis, Financial Services, Human Resources, Investments, Management, Mutual Funds, Operations Management, Pensions, Process Improvement, Project Management, Relationship Management, Retirement, Series 6, Series 63, Series 7, Software Documentation, Strategic Financial..., Strategic Planning, Strategy, Asset Allocation, Business Planning, Defined Contribution, Retirement Planning, Financial Planning
Education
Drexel University - LeBow College of Business 1989 — 1994
BS
Central Piedmont Community College
Elizabeth Seeger
Penn State University
MBA
TIAA-CREF 2011 - Present
That's A Wrap! Installations, LLC March 2010 - Present
Charlotte Metro Federal Credit Union November 2002 - August 2010
Charlotte Metro Federal Credit Union November 2002 - June 2005
BB&T January 2001 - January 2002
VCS 1999 - 2001
Skills
Advertising, Budgets, Banking, Product Management, Sales
Education
Central Piedmont Community College
Architectural Technology
UPTOWN HEALTH MGMT INC. June 2012 - Present
TIAA-CREF April 2003 - June 2007
JP Morgan 1995 - 2003
UPS 1989 - 2000
Chubb Insurance 1995 - 1996
Chubb Insurance 1995 - 1996
Columbia University March 1990 - August 1992
Skills
IS CONSULTING, Biomedical Engineering, Mathematical Modeling, Process Engineering, Programming Languages, Project Management, Business Analysis, Equity Research, Equities, Enterprise Architecture, Operations Management, Vendor Management, Risk Management, Data Analysis, SDLC, IT Strategy, Analysis, Visio, Healthcare, Healthcare Management, Strategic Planning, Healthcare Information..., Process Improvement, Training, Hospitals, Management, Program Management, Clinical Research
Education
Columbia University in the City of New York 2000 — 2002
Master of Science (MS), Computer Science, MS IN CS
Polytechnic University 1996 — 1998
Master of Science (MS), Financial Mathematics, MS
City University of New York City College 1993 — 1995
Master's degree, Electrical Engineering, MS EE
Universidad del Rosario 1975 — 1980
Bachelor's degree, Economics
Charlotte Style Magazine March 2011 - Present
LPL Financial June 2007 - March 2011
TIAA-CREF November 2006 - June 2007
Vanguard October 2004 - November 2006
GE Consumer Finance December 2003 - September 2004
Durham Public Schools October 2001 - December 2003
Telnet Marketing Group February 2001 - October 2001
Skills
Leadership, Customer Service, Investments, Business Analysis, Analysis, Training
Education
University of Phoenix 2004 — 2006
Masters, Business Administration
UNC-Charlotte 1999 — 2000
Bachelor of Arts, Political Science
Central Piedmont Community College
TIAA-CREF July 1987 - August 2012
Skills
Excellent written and..., Strong interpersonal..., Accurately follow..., Experience with..., Extensive knowledge of..., Knowledge of JCL, NDM,..., Strong knowledge of..., Ability to analyze,...
Education
Central Piedmont Community College 2012 — 2013
Certificate, Cisco Certified Network Associate Program
New York City Technical College 1976 — 1979
Associates, Accounting
TIAA-CREF May 2014 - Present
Skills
Microsoft Office, Customer Satisfaction, Merchandising, Retail, Team Building, Inventory Management, Customer Service, Data Entry, Inventory Control, Microsoft Word, Microsoft Excel, Sales, Time Management, Teamwork, Access, PowerPoint
Education
University of North Carolina at Charlotte 2009 — 2012
BA, Chemistry
Central Piedmont Community College 2007 — 2009
Associates of science
Esri March 2014 - Present
Esri February 2013 - March 2014
TIAA-CREF June 2012 - February 2013
TIAA-CREF June 2010 - June 2012
Black & Decker May 2000 - November 2007
Skills
Windows Server, Active Directory, Windows 7, ITIL, VMware, Microsoft Exchange, XP, Technical Support, Servers, Citrix, Troubleshooting, Blackberry Enterprise..., Virtualization, Help Desk Support, Windows XP, System Deployment, VMware ESX, DHCP, Group Policy, Service Desk
Education
University of North Carolina at Charlotte 2008 — 2009
Bachelor of Arts (B.A.), Software & Information Systems/ minor Technical Writing
Central Piedmont Community College 2005 — 2007
Associate's degree
TIAA-CREF August 2012 - Present
Staff Master August 2011 - March 2012
Teksystems March 2007 - May 2011
Education
Central Texas College
Associate's degree, General Studies
Law Offices of Richard M. Koch, PA October 2012 - Present
Horack Talley Pharr & Lowndes PA 2011 - 2011
TIAA-CREF 2011 - 2011
Tribek Properties June 2007 - July 2009
Education
Charlotte School of Law 2009 — 2012
Juris Doctor (J.D.)
College of Charleston 2003 — 2007
Bachelor’s Degree
TIMKEN February 2012 - September 2012
TIAA-CREF November 2010 - January 2012
Choice Personnel Inc October 2007 - August 2010
CTB Inc January 2003 - October 2007
Skills
CompTIA A+ Certification, Active Directory, Blackberry Enterprise..., Help Desk Support, Hardware, Citrix, Laptops, Network Administration, Networking, Operating Systems, Printers, Servers, SharePoint, Software Installation, Switches, Technical Support, Troubleshooting, Windows 7, Windows Server, Windows XP, XP, Visio, Systems Analysis, Microsoft SQL Server, Testing
Education
Central Piedmont Community College