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,
TIAA-CREF List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TIAA-CREF. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TIAA-CREF Employees
Employee
Years
Job
Industry
Srinivas Tera Srinivas Tera's TIAA-CREF Experience October 2009 - October 2010
Job Marketing Data Architect at IBM
Industry Information Technology and Services
Experience
IBM September 2015 - Present
The Coca-Cola Company July 2015 - September 2015
Norfolk Southern Corporation December 2011 - July 2015
BBVA Compass September 2010 - December 2011
TIAA-CREF October 2009 - October 2010
Dell April 2009 - October 2009
Oregon Economic and Community Development Department March 2009 - April 2009
AT&T Mobility January 2006 - March 2009
Skills
Data Warehousing, Business Intelligence, Oracle, Teradata, Microsoft SQL Server, Data Architecture, OBIEE, ETL, Data Modeling, Informatica, SDLC, Erwin, Data Integration, Data Warehouse..., Requirements Analysis, PL/SQL, SQL, Database Design, Business Objects, DB2, Datastage, Exadata, Kimball Methodology, Inmon, Normalization, Star Schema, Performance Tuning, Data Analysis, Business Analysis, Dimensional Modeling, Enterprise Architecture, SSIS, OLAP, Data Governance, Requirements Gathering, SSRS, Data Marts, Business Intelligence..., Unix, Databases, Solution Architecture, Agile Methodologies, Integration, Analytics, Software Project..., Visio
Education
Cleveland State University 2003 — 2005
Master's degree, Electrical and Computer Engineering
St Pauls High School
IBM September 2015 - Present
The Coca-Cola Company July 2015 - September 2015
Norfolk Southern Corporation December 2011 - July 2015
BBVA Compass September 2010 - December 2011
TIAA-CREF October 2009 - October 2010
Dell April 2009 - October 2009
Oregon Economic and Community Development Department March 2009 - April 2009
AT&T Mobility January 2006 - March 2009
Skills
Data Warehousing, Business Intelligence, Oracle, Teradata, Microsoft SQL Server, Data Architecture, OBIEE, ETL, Data Modeling, Informatica, SDLC, Erwin, Data Integration, Data Warehouse..., Requirements Analysis, PL/SQL, SQL, Database Design, Business Objects, DB2, Datastage, Exadata, Kimball Methodology, Inmon, Normalization, Star Schema, Performance Tuning, Data Analysis, Business Analysis, Dimensional Modeling, Enterprise Architecture, SSIS, OLAP, Data Governance, Requirements Gathering, SSRS, Data Marts, Business Intelligence..., Unix, Databases, Solution Architecture, Agile Methodologies, Integration, Analytics, Software Project..., Visio
Education
Cleveland State University 2003 — 2005
Master's degree, Electrical and Computer Engineering
St Pauls High School
Grace Heyne Grace Heyne's TIAA-CREF Experience July 2015 - Present
Job IT Technical Associate at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF July 2015 - Present
Clemson University August 2013 - Present
CarMax June 2014 - August 2014
Lutheridge Camp May 2013 - August 2013
Town of Mount Pleasant May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Data Analysis, Leadership
Education
Clemson University 2011 — 2015
Bachelor of Science (B.S.), Economics
TIAA-CREF July 2015 - Present
Clemson University August 2013 - Present
CarMax June 2014 - August 2014
Lutheridge Camp May 2013 - August 2013
Town of Mount Pleasant May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Data Analysis, Leadership
Education
Clemson University 2011 — 2015
Bachelor of Science (B.S.), Economics
Rashmili Vemula's TIAA-CREF Experience July 2015 - Present
Job IT Technical Associate at TIAACREF
Industry Computer Software
Experience
TIAA-CREF July 2015 - Present
Clemson University August 2013 - May 2015
Boeing May 2014 - August 2014
Premier healthcare alliance May 2013 - August 2013
Clemson University August 2012 - May 2013
Skills
Leadership, C, C++, Software Engineering, Algorithms, HTML, Windows, Communication Skills, Linux, Quality Assurance, Testing, Web Design, SharePoint Designer, Public Speaking, Visual Arts, Microsoft Technologies, Teamwork, Social Media, Webmaster Services, PowerPoint, Microsoft Excel, Microsoft Word, High Organizational..., Microsoft Office
Education
Clemson University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Clemson University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
TIAA-CREF July 2015 - Present
Clemson University August 2013 - May 2015
Boeing May 2014 - August 2014
Premier healthcare alliance May 2013 - August 2013
Clemson University August 2012 - May 2013
Skills
Leadership, C, C++, Software Engineering, Algorithms, HTML, Windows, Communication Skills, Linux, Quality Assurance, Testing, Web Design, SharePoint Designer, Public Speaking, Visual Arts, Microsoft Technologies, Teamwork, Social Media, Webmaster Services, PowerPoint, Microsoft Excel, Microsoft Word, High Organizational..., Microsoft Office
Education
Clemson University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Clemson University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Bob Romeo Bob Romeo's TIAA-CREF Experience June 2014 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Niagara University 2013 - July 2014
Northwest Savings Bank September 2012 - March 2014
First Niagara Bank December 2005 - September 2012
Bank of America August 2002 - December 2005
M&T Bank 1997 - 2002
Medaille College August 1995 - April 1998
Citibank 1992 - 1993
Skills
Investments
Education
Leadership Buffalo 2003 — 2003
Certificate
College for Financial Planning 2000 — 2002
Master of Science (M.S.), Financial Planning, 4.0
University at Buffalo 1980 — 1983
Bachelor of Arts (B.A.), Geography/International Trade and Business
Suffolk County Community College 1978 — 1980
A.A., Liberal Arts
TIAA-CREF June 2014 - Present
Niagara University 2013 - July 2014
Northwest Savings Bank September 2012 - March 2014
First Niagara Bank December 2005 - September 2012
Bank of America August 2002 - December 2005
M&T Bank 1997 - 2002
Medaille College August 1995 - April 1998
Citibank 1992 - 1993
Skills
Investments
Education
Leadership Buffalo 2003 — 2003
Certificate
College for Financial Planning 2000 — 2002
Master of Science (M.S.), Financial Planning, 4.0
University at Buffalo 1980 — 1983
Bachelor of Arts (B.A.), Geography/International Trade and Business
Suffolk County Community College 1978 — 1980
A.A., Liberal Arts
GQ Lewis GQ Lewis's TIAA-CREF Experience September 2005 - August 2007
Job Web Engineer & iOS Developer
Industry Information Technology and Services
Experience
Kairos February 2012 - Present
Bank of America August 2007 - February 2012
CauseCompass Project 2012 - 2012
TIAA-CREF September 2005 - August 2007
DST Innovis February 2003 - September 2005
Gravity Solutions January 2002 - February 2003
ChannelPoint January 2000 - January 2002
NC Air National Guard March 1987 - March 2000
Bank of America March 1997 - January 2000
Wells Fargo June 1987 - March 1997
Skills
SQL, C, Servers, Agile Methodologies, Scripting
Education
Clemson University
BS, Electrical Engineering
Kairos February 2012 - Present
Bank of America August 2007 - February 2012
CauseCompass Project 2012 - 2012
TIAA-CREF September 2005 - August 2007
DST Innovis February 2003 - September 2005
Gravity Solutions January 2002 - February 2003
ChannelPoint January 2000 - January 2002
NC Air National Guard March 1987 - March 2000
Bank of America March 1997 - January 2000
Wells Fargo June 1987 - March 1997
Skills
SQL, C, Servers, Agile Methodologies, Scripting
Education
Clemson University
BS, Electrical Engineering
Harry Plagianis Harry Plagianis's TIAA-CREF Experience September 2011 - April 2013
Job Improvement & Profitability
Industry Management Consulting
Experience
TIAA-CREF September 2011 - April 2013
TIAA-CREF May 2006 - September 2011
BenchMark Consulting International Nationwide/International January 2005 - November 2005
Bank of America May 2003 - November 2004
Bank of America April 2001 - May 2003
Milliken & Company March 1998 - January 2001
Dekalb County - State Court January 1996 - January 1998
Tyson Foods, Inc January 1995 - January 1996
Georgia Department of Labor January 1994 - January 1995
Skills
Financial Analysis, Six Sigma, Process Improvement, Banking, Strategic Financial..., Business Process..., Strategic Planning, Business Analysis, Forecasting, Financial Modeling, Change Management, Analysis, Strategy, Program Management, SAP, Business Process, Leadership
Education
Clemson University - College of Business and Behavioral Science 1998 — 2000
MBA, Business Administration
Georgia Institute of Technology 1988 — 1993
BS, Industrial Engineering
TIAA-CREF September 2011 - April 2013
TIAA-CREF May 2006 - September 2011
BenchMark Consulting International Nationwide/International January 2005 - November 2005
Bank of America May 2003 - November 2004
Bank of America April 2001 - May 2003
Milliken & Company March 1998 - January 2001
Dekalb County - State Court January 1996 - January 1998
Tyson Foods, Inc January 1995 - January 1996
Georgia Department of Labor January 1994 - January 1995
Skills
Financial Analysis, Six Sigma, Process Improvement, Banking, Strategic Financial..., Business Process..., Strategic Planning, Business Analysis, Forecasting, Financial Modeling, Change Management, Analysis, Strategy, Program Management, SAP, Business Process, Leadership
Education
Clemson University - College of Business and Behavioral Science 1998 — 2000
MBA, Business Administration
Georgia Institute of Technology 1988 — 1993
BS, Industrial Engineering
Eric Tabor, MBA's TIAA-CREF Experience May 2015 - Present
Job Transition Manager
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
US Army May 2011 - Present
TIAA-CREF December 2013 - May 2015
TIAA-CREF December 2012 - December 2013
Edward Jones January 2012 - September 2012
New Mexico State University July 2007 - September 2011
US Army August 2007 - May 2011
Skills
Series 7, Series 66, Financial Advisory, Film Production, HR Policies, Business Strategy, Financial Analysis, Licensed Life & Health..., Management, Human Resources, Military, Intelligence Analysis, Intelligence Collection, Intelligence Operations, HUMINT, Security Clearance, Army, Employee Relations, Leadership Development, Leadership, Analysis, Finance, Organizational..., Uniform Combined State..., Personnel Management, Research, Microsoft Office, Program Management, Strategic Planning
Education
New Mexico State University 2007 — 2011
Master of Business Administration (MBA), Finance, General, 3.82
The College of Santa Fe 2003 — 2007
Bachelor of Arts (B.A.), Film/Video and Photographic Arts, 3.1
Cochise College 2008 — 2008
Associate of Arts and Sciences (A.A.S.), Military Intelligence, Command Control and Information Operations, 3.28
TIAA-CREF May 2015 - Present
US Army May 2011 - Present
TIAA-CREF December 2013 - May 2015
TIAA-CREF December 2012 - December 2013
Edward Jones January 2012 - September 2012
New Mexico State University July 2007 - September 2011
US Army August 2007 - May 2011
Skills
Series 7, Series 66, Financial Advisory, Film Production, HR Policies, Business Strategy, Financial Analysis, Licensed Life & Health..., Management, Human Resources, Military, Intelligence Analysis, Intelligence Collection, Intelligence Operations, HUMINT, Security Clearance, Army, Employee Relations, Leadership Development, Leadership, Analysis, Finance, Organizational..., Uniform Combined State..., Personnel Management, Research, Microsoft Office, Program Management, Strategic Planning
Education
New Mexico State University 2007 — 2011
Master of Business Administration (MBA), Finance, General, 3.82
The College of Santa Fe 2003 — 2007
Bachelor of Arts (B.A.), Film/Video and Photographic Arts, 3.1
Cochise College 2008 — 2008
Associate of Arts and Sciences (A.A.S.), Military Intelligence, Command Control and Information Operations, 3.28
David Wirth's TIAA-CREF Experience July 2010 - November 2014
Job Financial Advisor Savant Capital Management
Industry Financial Services
Experience
Savant Capital Management January 2015 - Present
TIAA-CREF July 2010 - November 2014
T. Rowe Price November 1997 - July 2010
Private Marketing Firm January 1996 - March 1997
Skills
Asset Allocation, Investments, Retirement, Wealth Management, Retirement Planning, Investment Strategies, Mutual Funds, Financial Services, Estate Planning, Strategic Financial..., Life Insurance, Series 7, Series 63, Variable Annuities, Asset Management, Portfolio Management, 401k, Securities, Uniform Combined State..., Alternative Investments, IRAs
Education
College for Financial Planning
University of South Florida
B.A.
Savant Capital Management January 2015 - Present
TIAA-CREF July 2010 - November 2014
T. Rowe Price November 1997 - July 2010
Private Marketing Firm January 1996 - March 1997
Skills
Asset Allocation, Investments, Retirement, Wealth Management, Retirement Planning, Investment Strategies, Mutual Funds, Financial Services, Estate Planning, Strategic Financial..., Life Insurance, Series 7, Series 63, Variable Annuities, Asset Management, Portfolio Management, 401k, Securities, Uniform Combined State..., Alternative Investments, IRAs
Education
College for Financial Planning
University of South Florida
B.A.
Brian E. O'Neil, CFP®, MBA's TIAA-CREF Experience May 2013 - September 2014
Job Senior Advisor at Karsten Advisors
Industry Financial Services
Experience
Karsten Advisors September 2014 - Present
TIAA-CREF May 2013 - September 2014
TIAA-CREF December 2004 - April 2013
TIAA-CREF June 2001 - December 2004
TIAA-CREF January 1995 - May 2001
Skills
Series 7, Series 63, Series 26, Series 24, Series 65
Education
Regis University 2002 — 2004
Master of Business Administration (MBA)
College for Financial Planning 1998 — 2001
State University of New York College at Brockport 1989 — 1994
Bachelor of Science (B.S.)
Karsten Advisors September 2014 - Present
TIAA-CREF May 2013 - September 2014
TIAA-CREF December 2004 - April 2013
TIAA-CREF June 2001 - December 2004
TIAA-CREF January 1995 - May 2001
Skills
Series 7, Series 63, Series 26, Series 24, Series 65
Education
Regis University 2002 — 2004
Master of Business Administration (MBA)
College for Financial Planning 1998 — 2001
State University of New York College at Brockport 1989 — 1994
Bachelor of Science (B.S.)
Joseph Mulla, MBA, MS, AFC®, CMFC®'s TIAA-CREF Experience October 2014 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
MCCS May 2012 - October 2014
Capital Financial Group, LLC August 2013 - August 2013
MCCS October 2011 - May 2012
Navy Federal Credit Union July 2010 - October 2011
US Census Bureau April 2010 - June 2010
United States Marine Corps August 2009 - February 2010
United States Marine Corps November 2008 - August 2009
United States Marine Corps November 2005 - November 2008
Skills
Personal Finance, Asset Management, Finance, Credit, Investments, Asset Allocation, Credit Analysis, Financial Analysis, Budgets, Personnel Supervision, Military, Military Training, Training, Leadership, Program Management, Security Clearance, Analysis, Quality Assurance, Human Resources, Recruiting, Navy, Security, Interviews, Career Counseling, Staff Development, Marine Corps, Military Experience, Resume Writing, DoD, Career Development, Operational Planning, Organizational..., Leadership Development, Military Operations, National Security, Command
Education
College for Financial Planning 2014 — 2014
Chartered Mutual Fund Counselor®, Mutual Funds
George Herbert Walker School of Business and Technology - Webster University 2012 — 2013
Master of Science (MS), Finance, 3.84/4.0
George Herbert Walker School of Business and Technology - Webster University 2011 — 2012
Master of Business Administration (MBA), Business Administration, 3.92/4.0
Park University - School of Business 2006 — 2010
Bachelor of Science (BS), Management & Finance
TIAA-CREF October 2014 - Present
MCCS May 2012 - October 2014
Capital Financial Group, LLC August 2013 - August 2013
MCCS October 2011 - May 2012
Navy Federal Credit Union July 2010 - October 2011
US Census Bureau April 2010 - June 2010
United States Marine Corps August 2009 - February 2010
United States Marine Corps November 2008 - August 2009
United States Marine Corps November 2005 - November 2008
Skills
Personal Finance, Asset Management, Finance, Credit, Investments, Asset Allocation, Credit Analysis, Financial Analysis, Budgets, Personnel Supervision, Military, Military Training, Training, Leadership, Program Management, Security Clearance, Analysis, Quality Assurance, Human Resources, Recruiting, Navy, Security, Interviews, Career Counseling, Staff Development, Marine Corps, Military Experience, Resume Writing, DoD, Career Development, Operational Planning, Organizational..., Leadership Development, Military Operations, National Security, Command
Education
College for Financial Planning 2014 — 2014
Chartered Mutual Fund Counselor®, Mutual Funds
George Herbert Walker School of Business and Technology - Webster University 2012 — 2013
Master of Science (MS), Finance, 3.84/4.0
George Herbert Walker School of Business and Technology - Webster University 2011 — 2012
Master of Business Administration (MBA), Business Administration, 3.92/4.0
Park University - School of Business 2006 — 2010
Bachelor of Science (BS), Management & Finance
Sajeev Paul's TIAA-CREF Experience January 2015 - March 2015
Job Lead Platform Engineer at Rivet Radio, Inc.
Industry Computer Software
Experience
Rivet Radio, Inc. April 2015 - Present
TIAA-CREF January 2015 - March 2015
Bank of America September 2013 - December 2014
Sears Holdings Corporation March 2013 - September 2013
The Nielsen Company August 2010 - March 2013
Thomson Reuters April 2008 - August 2010
TSYS February 2006 - 2008
CVS Caremark Corporation 2005 - 2005
iGate Global Solutions March 2001 - July 2003
Skills
Java Enterprise Edition, Java, Hibernate, SQL, Data Warehousing, Agile Methodologies, Solution Architecture, Software Development, Start-ups, Technology Management, XML, Spring, HTML, JavaScript, SOA, Unix, Spring Framework, JBoss Application Server, JDBC, JSP, JUnit, Tomcat, Maven, Project Management, WebLogic, JSF, WebSphere Application..., Eclipse, Architecture, jQuery, GWT, JSON, JPA, Big Data, Netezza, Oracle SQL, Ehcache, RESTful WebServices, EJB 2.0/3.0, JAX-WS, Team Building, Team Leadership, EJB, Ant, Coding Standards, Backbone.js, RequireJS, Struts, Servlets
Education
Cochin University of Science and Technology 1996 — 2000
Bachelor of Technology (BTech), Computer Science
Rivet Radio, Inc. April 2015 - Present
TIAA-CREF January 2015 - March 2015
Bank of America September 2013 - December 2014
Sears Holdings Corporation March 2013 - September 2013
The Nielsen Company August 2010 - March 2013
Thomson Reuters April 2008 - August 2010
TSYS February 2006 - 2008
CVS Caremark Corporation 2005 - 2005
iGate Global Solutions March 2001 - July 2003
Skills
Java Enterprise Edition, Java, Hibernate, SQL, Data Warehousing, Agile Methodologies, Solution Architecture, Software Development, Start-ups, Technology Management, XML, Spring, HTML, JavaScript, SOA, Unix, Spring Framework, JBoss Application Server, JDBC, JSP, JUnit, Tomcat, Maven, Project Management, WebLogic, JSF, WebSphere Application..., Eclipse, Architecture, jQuery, GWT, JSON, JPA, Big Data, Netezza, Oracle SQL, Ehcache, RESTful WebServices, EJB 2.0/3.0, JAX-WS, Team Building, Team Leadership, EJB, Ant, Coding Standards, Backbone.js, RequireJS, Struts, Servlets
Education
Cochin University of Science and Technology 1996 — 2000
Bachelor of Technology (BTech), Computer Science
Chris Touchstone Chris Touchstone's TIAA-CREF Experience January 2014 - Present
Job Mortgage Loan Officer at Wells Fargo
Industry Banking
Experience
TIAA-CREF January 2014 - Present
Wells Fargo Home Mortgage February 2007 - January 2014
Prime Solutions January 2006 - February 2007
AREVA NP December 2001 - January 2006
Skills
Mortgage Lending, Banking, Financial Analysis, Credit, Loans
Education
Clemson University 1994 — 1998
Bachelor of Science (B.S.), Business Management
Mauldin High School 1992 — 1994
TIAA-CREF January 2014 - Present
Wells Fargo Home Mortgage February 2007 - January 2014
Prime Solutions January 2006 - February 2007
AREVA NP December 2001 - January 2006
Skills
Mortgage Lending, Banking, Financial Analysis, Credit, Loans
Education
Clemson University 1994 — 1998
Bachelor of Science (B.S.), Business Management
Mauldin High School 1992 — 1994
Brooke (Baker) Allison, MS's TIAA-CREF Experience August 2015 - Present
Job PhD Candidate, IndustrialOrganizational Psychology
Industry Human Resources
Experience
TIAA-CREF August 2015 - Present
Clemson University August 2014 - Present
TIAA-CREF May 2015 - August 2015
TIAA-CREF June 2014 - August 2014
Clemson University August 2013 - May 2014
TIAA-CREF June 2013 - August 2013
College Planning Systems December 2010 - May 2012
Skills
Research, Psychology, Statistics, Performance Management, Team Leadership
Education
Clemson University - College of Business and Behavioral Science 2013 — 2016
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
Clemson University - College of Business and Behavioral Science 2013 — 2014
Master's Degree, Applied Psychology
Clemson University - College of Business and Behavioral Science 2009 — 2012
Bachelor of Arts (B.A.), Psychology
TIAA-CREF August 2015 - Present
Clemson University August 2014 - Present
TIAA-CREF May 2015 - August 2015
TIAA-CREF June 2014 - August 2014
Clemson University August 2013 - May 2014
TIAA-CREF June 2013 - August 2013
College Planning Systems December 2010 - May 2012
Skills
Research, Psychology, Statistics, Performance Management, Team Leadership
Education
Clemson University - College of Business and Behavioral Science 2013 — 2016
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
Clemson University - College of Business and Behavioral Science 2013 — 2014
Master's Degree, Applied Psychology
Clemson University - College of Business and Behavioral Science 2009 — 2012
Bachelor of Arts (B.A.), Psychology
Matthew Ray, PhD Matthew Ray, PhD's TIAA-CREF Experience May 2014 - Present
Job Senior Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Perficient February 2014 - May 2014
Wells Fargo January 2012 - February 2014
Naval Research Laboratory September 2009 - December 2011
Clemson University August 2004 - August 2009
Skills
SAS, Data Analysis, Analysis, Physics, Statistical Modeling, Mathematical Modeling, Forecasting, Statistics, Matlab, SQL, Mathematica, Data Mining, Research, Python, LaTeX
Education
Clemson University 2004 — 2009
Ph.D., Surface Physics
Clemson University 2001 — 2004
B.S., Physics with Mathematics Concentration
TIAA-CREF May 2014 - Present
Perficient February 2014 - May 2014
Wells Fargo January 2012 - February 2014
Naval Research Laboratory September 2009 - December 2011
Clemson University August 2004 - August 2009
Skills
SAS, Data Analysis, Analysis, Physics, Statistical Modeling, Mathematical Modeling, Forecasting, Statistics, Matlab, SQL, Mathematica, Data Mining, Research, Python, LaTeX
Education
Clemson University 2004 — 2009
Ph.D., Surface Physics
Clemson University 2001 — 2004
B.S., Physics with Mathematics Concentration
Doug Semple CFP® CTFA's TIAA-CREF Experience 2000 - 2007
Job Wealth Planning Analyst at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank December 2014 - Present
BB&T Bank July 2012 - December 2014
AXA EQUITABLE LIFE 2008 - 2012
TIAA-CREF 2000 - 2007
Resources Trust Co. 1997 - 2000
Skills
Retirement Planning, Wealth Management, Asset Allocation, ChFC, Investments, Certified Financial..., CLU, Public Speaking, Training, Naviplan Financial..., Presentations
Education
Southern Connecticut State University 1990 — 1994
Bachelor of Science, History
College for Financial Planning
First Citizens Bank December 2014 - Present
BB&T Bank July 2012 - December 2014
AXA EQUITABLE LIFE 2008 - 2012
TIAA-CREF 2000 - 2007
Resources Trust Co. 1997 - 2000
Skills
Retirement Planning, Wealth Management, Asset Allocation, ChFC, Investments, Certified Financial..., CLU, Public Speaking, Training, Naviplan Financial..., Presentations
Education
Southern Connecticut State University 1990 — 1994
Bachelor of Science, History
College for Financial Planning
Pete D'Angio Pete D'Angio's TIAA-CREF Experience January 2008 - April 2012
Job National Director, Not for Profit Markets at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services April 2012 - Present
Pentegra Retirement Services 2014 - 2015
Pentegra Retirement Services 2014 - 2015
TIAA-CREF January 2008 - April 2012
College Invest May 2006 - May 2007
Skills
Retirement Planning, Financial Advisory, Retirement, Series 24, Securities, Banking, Mutual Funds, Relationship Management, 401k, Fixed Annuities, Financial Services, Pensions, Equities, Defined Contribution, Strategic Financial..., ERISA, Employee Benefits, Series 7, IRAs, Asset Managment, Asset Allocation, Marketing, Business Development, Investments, Sales, 403 b, Investment Advisory, Leadership, Series 63, Strategic Planning, Wealth Management, Defined Benefit, Retirement Plan..., Series 6
Education
University of Colorado Denver 1996 — 1998
Masters, Organizational Behavior / Management
Clemson University 1988 — 1992
BS, Economics
College for Financial Planning
CFP
Sachem
Sachem
Sachem
Pentegra Retirement Services April 2012 - Present
Pentegra Retirement Services 2014 - 2015
Pentegra Retirement Services 2014 - 2015
TIAA-CREF January 2008 - April 2012
College Invest May 2006 - May 2007
Skills
Retirement Planning, Financial Advisory, Retirement, Series 24, Securities, Banking, Mutual Funds, Relationship Management, 401k, Fixed Annuities, Financial Services, Pensions, Equities, Defined Contribution, Strategic Financial..., ERISA, Employee Benefits, Series 7, IRAs, Asset Managment, Asset Allocation, Marketing, Business Development, Investments, Sales, 403 b, Investment Advisory, Leadership, Series 63, Strategic Planning, Wealth Management, Defined Benefit, Retirement Plan..., Series 6
Education
University of Colorado Denver 1996 — 1998
Masters, Organizational Behavior / Management
Clemson University 1988 — 1992
BS, Economics
College for Financial Planning
CFP
Sachem
Sachem
Sachem
Chelsee Lisbon's TIAA-CREF Experience April 1999 - March 2001
Job Independent Consultant at The Oakleaf Group
Industry Management Consulting
Experience
The Oakleaf Group March 2015 - Present
Navigant June 2012 - December 2014
District of Columbia Government June 2009 - March 2012
Office of Management and Budget April 2006 - May 2009
World Health Organization October 2006 - July 2007
Columbia University April 2001 - September 2006
TIAA-CREF April 1999 - March 2001
Wells Fargo Capital Finance September 1997 - January 1999
Skills
Policy Analysis, Government, Research, Policy, Program Evaluation, Data Analysis, Public Administration, Budgets, Management, Microsoft Office, Non-profits, PowerPoint, Public Policy, Public Speaking, Qualitative Research, Strategic Planning, Fundraising, Nonprofits
Education
INSTITUT d'ETUDES POLITIQUES de PARIS, Sciences Po 2006 — 2007
MPA, Risk Governance
Columbia University - School of International and Public Affairs 2005 — 2007
MPA, International Financial Policy
Colgate University 1993 — 1997
BA, Education
The Oakleaf Group March 2015 - Present
Navigant June 2012 - December 2014
District of Columbia Government June 2009 - March 2012
Office of Management and Budget April 2006 - May 2009
World Health Organization October 2006 - July 2007
Columbia University April 2001 - September 2006
TIAA-CREF April 1999 - March 2001
Wells Fargo Capital Finance September 1997 - January 1999
Skills
Policy Analysis, Government, Research, Policy, Program Evaluation, Data Analysis, Public Administration, Budgets, Management, Microsoft Office, Non-profits, PowerPoint, Public Policy, Public Speaking, Qualitative Research, Strategic Planning, Fundraising, Nonprofits
Education
INSTITUT d'ETUDES POLITIQUES de PARIS, Sciences Po 2006 — 2007
MPA, Risk Governance
Columbia University - School of International and Public Affairs 2005 — 2007
MPA, International Financial Policy
Colgate University 1993 — 1997
BA, Education
Bill Etter Bill Etter's TIAA-CREF Experience September 2009 - May 2015
Job System Administrator | Infrastructure Engineer
Industry Information Technology and Services
Experience
Mitchell Martin Inc. June 2015 - Present
TIAA-CREF September 2009 - May 2015
Wells Fargo February 2005 - September 2009
NuVox Communcations December 2003 - February 2005
CTG (under contract to Michelin) October 2002 - December 2003
Independent Contractor April 1991 - October 2002
Skills
Linux System..., Unix, Unix Administration, Shell Scripting, VMware vSphere, Windows System..., PHP Scripting, Python Scripting, Oracle, Disaster Recovery, Websphere, PERL Scripting, SOA, Solution Architecture, Enterprise Architecture, Integration, Vendor Management, Requirements Analysis, Data Warehousing, IT Strategy, Software Project..., SDLC, Data Center, ITIL, DB2
Education
Clarkson University
Bachelor's degree, Electrical Engineering
Syracuse University
Master's degree, Electrical Engineering
Mitchell Martin Inc. June 2015 - Present
TIAA-CREF September 2009 - May 2015
Wells Fargo February 2005 - September 2009
NuVox Communcations December 2003 - February 2005
CTG (under contract to Michelin) October 2002 - December 2003
Independent Contractor April 1991 - October 2002
Skills
Linux System..., Unix, Unix Administration, Shell Scripting, VMware vSphere, Windows System..., PHP Scripting, Python Scripting, Oracle, Disaster Recovery, Websphere, PERL Scripting, SOA, Solution Architecture, Enterprise Architecture, Integration, Vendor Management, Requirements Analysis, Data Warehousing, IT Strategy, Software Project..., SDLC, Data Center, ITIL, DB2
Education
Clarkson University
Bachelor's degree, Electrical Engineering
Syracuse University
Master's degree, Electrical Engineering
Christopher Ingemie, CRPC® Christopher Ingemie, CRPC®'s TIAA-CREF Experience October 2013 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
TD Ameritrade April 2010 - September 2013
TD Wealth Management January 2009 - April 2010
Morgan Stanley May 2007 - January 2009
The Ayco Company, L.P. May 2005 - May 2007
Skills
Series 7, Retirement Planning, Customer Service, Sales, Portfolio Management, Portfolio Assessment, Portfolio Performance..., Investments, Mutual Funds, Client Relations Skills, 401k Rollovers, 401k, ETFs, Securities, Asset Allocation, Finance, Financial Analysis, Fixed Annuities, Fixed Income, IRAs, Investment Advisory, Investment Strategies, Retirement, Series 63, Wealth Management, Bonds, Equities, FINRA, Relationship Management
Education
College for Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor
The Sage Colleges-Sage College of Albany 2004 — 2005
Business Administration
College of St. Joseph 2000 — 2002
Bishop Maginn High School 1996 — 2000
TIAA-CREF October 2013 - Present
TD Ameritrade April 2010 - September 2013
TD Wealth Management January 2009 - April 2010
Morgan Stanley May 2007 - January 2009
The Ayco Company, L.P. May 2005 - May 2007
Skills
Series 7, Retirement Planning, Customer Service, Sales, Portfolio Management, Portfolio Assessment, Portfolio Performance..., Investments, Mutual Funds, Client Relations Skills, 401k Rollovers, 401k, ETFs, Securities, Asset Allocation, Finance, Financial Analysis, Fixed Annuities, Fixed Income, IRAs, Investment Advisory, Investment Strategies, Retirement, Series 63, Wealth Management, Bonds, Equities, FINRA, Relationship Management
Education
College for Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor
The Sage Colleges-Sage College of Albany 2004 — 2005
Business Administration
College of St. Joseph 2000 — 2002
Bishop Maginn High School 1996 — 2000
Jack Howland Jack Howland's TIAA-CREF Experience August 2012 - Present
Job User Experience Design and Content Strategy
Industry Internet
Experience
TIAA-CREF August 2012 - Present
Skills
Content Strategy, Information Architecture, User Experience Design, User Experience, Financial Services, Editing, Content Management, Start-ups, Consulting, Usability, User Interface Design, Interaction Design, Information Design, Web Analytics, Digital Strategy, Advertising, Management
Education
Colgate University 1989 — 1993
BA, Philosophy (That's right)
Glenbrook South High School 1985 — 1989
TIAA-CREF August 2012 - Present
Skills
Content Strategy, Information Architecture, User Experience Design, User Experience, Financial Services, Editing, Content Management, Start-ups, Consulting, Usability, User Interface Design, Interaction Design, Information Design, Web Analytics, Digital Strategy, Advertising, Management
Education
Colgate University 1989 — 1993
BA, Philosophy (That's right)
Glenbrook South High School 1985 — 1989
Gerald D. Anderson's TIAA-CREF Experience April 2011 - August 2012
Job Benefits Advisor at Aon Retiree Health Exchange
Industry Human Resources
Experience
Aon Hewitt June 2013 - Present
Polygon CRM Consultants, LLC March 2012 - Present
Carolina Panthers June 2012 - Present
Aon Hewitt September 2012 - June 2013
TIAA-CREF April 2011 - August 2012
Allstate June 2010 - April 2011
State Farm Insurance October 2009 - April 2010
Verizon Wireless August 2008 - October 2009
LPL Financial September 2007 - July 2008
Vanguard February 2004 - September 2007
Skills
Human Resources, Benefits Administration, Retirement Plan..., Training Delivery, Sales Analysis, Call Center..., Investment Management, Team Management, Employee Benefits, Process Improvement, Change Management, Training, Project Management, Data Analysis, Operations Management, Business Analysis, Employee Relations, Onboarding, Insurance, Leadership, Management, Time Management, Call Centers, Recruiting, Organizational..., Leadership Development, Program Management, Sales, Analysis, Risk Management, CRM, Financial Services, Customer Satisfaction, Finance, Marketing, Investments, Performance Management, Budgets, Customer Service, Vendor Management
Education
University of Maryland University College 2009 — 2013
Master of Science (MS), Health/Health Care Administration/Management
Clemson University - College of Business and Behavioral Science 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
Timmonsville High School 1989 — 1993
Academic and High School Diplomas
Aon Hewitt June 2013 - Present
Polygon CRM Consultants, LLC March 2012 - Present
Carolina Panthers June 2012 - Present
Aon Hewitt September 2012 - June 2013
TIAA-CREF April 2011 - August 2012
Allstate June 2010 - April 2011
State Farm Insurance October 2009 - April 2010
Verizon Wireless August 2008 - October 2009
LPL Financial September 2007 - July 2008
Vanguard February 2004 - September 2007
Skills
Human Resources, Benefits Administration, Retirement Plan..., Training Delivery, Sales Analysis, Call Center..., Investment Management, Team Management, Employee Benefits, Process Improvement, Change Management, Training, Project Management, Data Analysis, Operations Management, Business Analysis, Employee Relations, Onboarding, Insurance, Leadership, Management, Time Management, Call Centers, Recruiting, Organizational..., Leadership Development, Program Management, Sales, Analysis, Risk Management, CRM, Financial Services, Customer Satisfaction, Finance, Marketing, Investments, Performance Management, Budgets, Customer Service, Vendor Management
Education
University of Maryland University College 2009 — 2013
Master of Science (MS), Health/Health Care Administration/Management
Clemson University - College of Business and Behavioral Science 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
Timmonsville High School 1989 — 1993
Academic and High School Diplomas
Suzana Vujasin Suzana Vujasin's TIAA-CREF Experience July 2013 - Present
Job
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
Skills
Defined Benefit, 401k, Series 7, Retirement, Asset Allocation, Pensions, Mutual Funds, Retirement Planning, Investment Advisory, Series 6, Retirement Plan..., Wealth Management, Fixed Annuities, IRAs, ERISA, Uniform Combined State..., Series 65, Series 63, Investments, Financial Planning, Financial Services
Education
Cleveland State University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The Ohio State University - The Max M. Fisher College of Business
Bachelor's of Science, Business
TIAA-CREF July 2013 - Present
Skills
Defined Benefit, 401k, Series 7, Retirement, Asset Allocation, Pensions, Mutual Funds, Retirement Planning, Investment Advisory, Series 6, Retirement Plan..., Wealth Management, Fixed Annuities, IRAs, ERISA, Uniform Combined State..., Series 65, Series 63, Investments, Financial Planning, Financial Services
Education
Cleveland State University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The Ohio State University - The Max M. Fisher College of Business
Bachelor's of Science, Business
Laurie Manderbach Laurie Manderbach's TIAA-CREF Experience November 2008 - December 2010
Job Senior Procurement Executive
Industry Financial Services
Experience
Beroe Inc December 2010 - Present
TIAA-CREF November 2008 - December 2010
Wachovia August 2006 - November 2008
Progressive Insurance August 1987 - March 2006
Skills
Procurement, Strategic Sourcing, Sourcing, Contract Negotiation, Executive Coaching, New Business Development, Supplier Negotiation, Supplier Diversity, Supplier Risk Management, Building Relationships, Supply Management, Strategic Planning, Global Sourcing, Operations Management, Leadership, Supply Chain, Strategy, Cross-functional Team..., Sustainability, Management, Vendor Management, Outsourcing, Supply Chain Management, Change Management, Business Development, CRM, Spend Analysis, E-procurement, Business Process..., Risk Management, Process Improvement, Forecasting, Six Sigma, Supplier Evaluation, Competitive Analysis, Management Consulting, Business Strategy, Pricing, Contract Management, Analysis, Negotiation, Benchmarking, Finance
Education
Cleveland State University 2003 — 2005
MBA, Business
Kent State University 1977 — 1982
Bachelors, Accounting
Beroe Inc December 2010 - Present
TIAA-CREF November 2008 - December 2010
Wachovia August 2006 - November 2008
Progressive Insurance August 1987 - March 2006
Skills
Procurement, Strategic Sourcing, Sourcing, Contract Negotiation, Executive Coaching, New Business Development, Supplier Negotiation, Supplier Diversity, Supplier Risk Management, Building Relationships, Supply Management, Strategic Planning, Global Sourcing, Operations Management, Leadership, Supply Chain, Strategy, Cross-functional Team..., Sustainability, Management, Vendor Management, Outsourcing, Supply Chain Management, Change Management, Business Development, CRM, Spend Analysis, E-procurement, Business Process..., Risk Management, Process Improvement, Forecasting, Six Sigma, Supplier Evaluation, Competitive Analysis, Management Consulting, Business Strategy, Pricing, Contract Management, Analysis, Negotiation, Benchmarking, Finance
Education
Cleveland State University 2003 — 2005
MBA, Business
Kent State University 1977 — 1982
Bachelors, Accounting
Tom Killen Tom Killen's TIAA-CREF Experience January 2013 - Present
Job Sr. Director, Performance Management and Talent Assessment at TIAACREF
Industry Human Resources
Experience
TIAA-CREF January 2013 - Present
Bank of America December 2011 - December 2012
Bank of America June 2009 - December 2011
Killen Consulting May 2008 - June 2009
Bank of America September 2005 - May 2008
Bank of America August 2002 - September 2005
The Home Depot December 1999 - August 2002
BI-LO, LLC 1998 - 1998
The Management Center at Greenville Technical College 1997 - 1997
Skills
Talent Management, Leadership Development, Executive Coaching, Change Management, Career Counseling, Succession Planning, Organizational..., Workforce Planning, Organizational Design, Performance Management, Organizational..., Onboarding, Employee Engagement, 360 Feedback, Talent Acquisition, Executive Development, Leadership, Interviews, Coaching, Career Development, MBTI, Human Resources, Training, Strategy, Recruiting, Process Improvement, Management Development, Performance Improvement, Personnel Management
Education
Clemson University 1995 — 1998
MS, Industrial / Organizational Psychology
Wofford College 1990 — 1994
Bachelor of Science (B.S.), Psychology
TIAA-CREF January 2013 - Present
Bank of America December 2011 - December 2012
Bank of America June 2009 - December 2011
Killen Consulting May 2008 - June 2009
Bank of America September 2005 - May 2008
Bank of America August 2002 - September 2005
The Home Depot December 1999 - August 2002
BI-LO, LLC 1998 - 1998
The Management Center at Greenville Technical College 1997 - 1997
Skills
Talent Management, Leadership Development, Executive Coaching, Change Management, Career Counseling, Succession Planning, Organizational..., Workforce Planning, Organizational Design, Performance Management, Organizational..., Onboarding, Employee Engagement, 360 Feedback, Talent Acquisition, Executive Development, Leadership, Interviews, Coaching, Career Development, MBTI, Human Resources, Training, Strategy, Recruiting, Process Improvement, Management Development, Performance Improvement, Personnel Management
Education
Clemson University 1995 — 1998
MS, Industrial / Organizational Psychology
Wofford College 1990 — 1994
Bachelor of Science (B.S.), Psychology
Laura Scaler Laura Scaler's TIAA-CREF Experience January 2013 - Present
Job Database Management and Control at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2013 - Present
Wachovia, A Wells Fargo Company January 2010 - December 2012
Wachovia, A Wells Fargo Company April 2006 - December 2009
Pershing June 2004 - May 2006
Merrill Lynch May 2002 - June 2004
Skills
Finance, Trading, Bonds, Middle Office, Fixed Income, Financial Risk, Equities, Credit, Bloomberg, Asset Management, Credit Derivatives, FINRA, Analysis, Financial Markets, Investments, Securities, Back Office, DTC, P&L Analysis, Capital Markets, Financial Services, Investment Banking, Options, SQL, Eagle PACE, Databases, Bloomberg AIM, Risk Management, Banking, Financial Analysis
Education
Clemson University 1997 — 2001
BS, Economics
TIAA-CREF January 2013 - Present
Wachovia, A Wells Fargo Company January 2010 - December 2012
Wachovia, A Wells Fargo Company April 2006 - December 2009
Pershing June 2004 - May 2006
Merrill Lynch May 2002 - June 2004
Skills
Finance, Trading, Bonds, Middle Office, Fixed Income, Financial Risk, Equities, Credit, Bloomberg, Asset Management, Credit Derivatives, FINRA, Analysis, Financial Markets, Investments, Securities, Back Office, DTC, P&L Analysis, Capital Markets, Financial Services, Investment Banking, Options, SQL, Eagle PACE, Databases, Bloomberg AIM, Risk Management, Banking, Financial Analysis
Education
Clemson University 1997 — 2001
BS, Economics
Pamela Loduca-Massa, CFP® Pamela Loduca-Massa, CFP®'s TIAA-CREF Experience January 2013 - October 2013
Job Senior Vice President & Portfolio Manager
Industry Investment Management
Experience
Retirement Income Solutions February 2014 - Present
TIAA-CREF January 2013 - October 2013
TIAA-CREF July 2007 - January 2013
MetLife March 2006 - July 2007
Investment Scorecard November 1999 - May 2001
First American National Bank August 1997 - October 1999
First Data Corporation September 1994 - August 1997
Mellon Bank August 1993 - August 1994
Skills
Series 24, Series 7, Series 65, Life, Health and..., Investments, Portfolio Management, Wealth Management, Strategic Financial..., Mutual Funds, Financial Services, Strategy, Financial Advisory, Finance, Leadership, Capital Markets, High Net Worth..., Training, Sales, Marketing, Financial Planning, Retirement Planning, Asset Allocation, Investment Advisory, Wealth
Education
College for Financial Planning 1990 — 1993
Certified Financial Panner, Certified Financial Planner
Oakland University 1976 — 1981
Bachelor of Economics
Retirement Income Solutions February 2014 - Present
TIAA-CREF January 2013 - October 2013
TIAA-CREF July 2007 - January 2013
MetLife March 2006 - July 2007
Investment Scorecard November 1999 - May 2001
First American National Bank August 1997 - October 1999
First Data Corporation September 1994 - August 1997
Mellon Bank August 1993 - August 1994
Skills
Series 24, Series 7, Series 65, Life, Health and..., Investments, Portfolio Management, Wealth Management, Strategic Financial..., Mutual Funds, Financial Services, Strategy, Financial Advisory, Finance, Leadership, Capital Markets, High Net Worth..., Training, Sales, Marketing, Financial Planning, Retirement Planning, Asset Allocation, Investment Advisory, Wealth
Education
College for Financial Planning 1990 — 1993
Certified Financial Panner, Certified Financial Planner
Oakland University 1976 — 1981
Bachelor of Economics
Ashley Devine Ashley Devine's TIAA-CREF Experience July 2015 - Present
Job Recordkeeping Services Asset Transfers
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
TIAA-CREF May 2014 - Present
Bagels & Beyond March 2007 - January 2014
Stewart Business Systems, A Xerox Company January 2013 - December 2013
Clemson University May 2012 - July 2012
Skills
Customer Service, Sales, PowerPoint, Marketing, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Social Networking, Social Media, Retail, New Business Development, Recruiting, Project Management, Cold Calling, Marketing Communications, Training
Education
Clemson University - College of Business and Behavioral Science 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Mercer County Community College 2008 — 2010
Associates, Business Administration
TIAA-CREF July 2015 - Present
TIAA-CREF May 2014 - Present
Bagels & Beyond March 2007 - January 2014
Stewart Business Systems, A Xerox Company January 2013 - December 2013
Clemson University May 2012 - July 2012
Skills
Customer Service, Sales, PowerPoint, Marketing, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Social Networking, Social Media, Retail, New Business Development, Recruiting, Project Management, Cold Calling, Marketing Communications, Training
Education
Clemson University - College of Business and Behavioral Science 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Mercer County Community College 2008 — 2010
Associates, Business Administration
Andrew Haskett Andrew Haskett's TIAA-CREF Experience May 2011 - August 2011
Job Cúram Developer at North Carolina Department of Health and Human Services
Industry Computer Software
Experience
North Carolina Department of Health and Human Services May 2014 - Present
Accenture March 2013 - April 2014
TIAA-CREF May 2011 - August 2011
Burke Brothers' Hardware May 2008 - August 2008
Skills
Java, C++, SQL, Windows Vista, Windows 7, Common Lisp, Video Game Production, Project Management, CAD, Photoshop, Microsoft Office, SketchUp, Troubleshooting, Adaptability, Logical Thinker, Eagle Scout, Windows 8, Mac OS, XML, Curam, Virtual Machines, Game Maker, Unreal Engine 3, Curam Rules Development
Education
University of North Carolina at Charlotte 2010 — 2012
Bachelor of Science (BS), Computer Science
North Carolina State University 2006 — 2008
Bachelor's degree, Architecture
Cleveland Community College 2006 — 2006
Mechanical Drafting Certification, Mechanical Drafting and Mechanical Drafting CAD/CADD
North Carolina State University
Master's degree, Computer Science
Kings Mountain High School
High School Deploma
North Carolina Department of Health and Human Services May 2014 - Present
Accenture March 2013 - April 2014
TIAA-CREF May 2011 - August 2011
Burke Brothers' Hardware May 2008 - August 2008
Skills
Java, C++, SQL, Windows Vista, Windows 7, Common Lisp, Video Game Production, Project Management, CAD, Photoshop, Microsoft Office, SketchUp, Troubleshooting, Adaptability, Logical Thinker, Eagle Scout, Windows 8, Mac OS, XML, Curam, Virtual Machines, Game Maker, Unreal Engine 3, Curam Rules Development
Education
University of North Carolina at Charlotte 2010 — 2012
Bachelor of Science (BS), Computer Science
North Carolina State University 2006 — 2008
Bachelor's degree, Architecture
Cleveland Community College 2006 — 2006
Mechanical Drafting Certification, Mechanical Drafting and Mechanical Drafting CAD/CADD
North Carolina State University
Master's degree, Computer Science
Kings Mountain High School
High School Deploma
Björn Knutson's TIAA-CREF Experience November 2013 - November 2014
Job Business Management Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2013 - November 2014
3M May 2012 - August 2012
Bloomington Youth Lacrosse Association May 2010 - August 2012
Bloomington Public School District June 2009 - August 2011
Education
Colby College 2009 — 2013
Bachelor of Arts (B.A.), Environmental Studies Major- Policy Concentration; Business Administration Minor, GPA 3.38
Danish Institute for Study Abroad 2011 — 2011
Sustainable Development, GPA 3.5
Thomas Jefferson High School 2006 — 2009
GPA 3.67
TIAA-CREF November 2013 - November 2014
3M May 2012 - August 2012
Bloomington Youth Lacrosse Association May 2010 - August 2012
Bloomington Public School District June 2009 - August 2011
Education
Colby College 2009 — 2013
Bachelor of Arts (B.A.), Environmental Studies Major- Policy Concentration; Business Administration Minor, GPA 3.38
Danish Institute for Study Abroad 2011 — 2011
Sustainable Development, GPA 3.5
Thomas Jefferson High School 2006 — 2009
GPA 3.67
Matthew Turnbull, CIMA, CMFC (313) 410-7017's TIAA-CREF Experience March 2014 - Present
Job Director, Wealth Management Investment Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
PNC Institutional Investments April 2012 - February 2014
Morgan Stanley Smith Barney June 2010 - December 2011
Morgan Stanley Smith Barney June 2007 - June 2010
Morgan Stanley June 2002 - 2007
Morgan Stanley June 2000 - June 2002
H&R Block Financial Advisors June 1994 - May 2000
U.S. Army/Michigan National Guard January 1987 - January 1993
Skills
Asset Allocation, Asset Management, Series 7, Wealth Management, Mutual Funds, Sales Management, Series 24, New Business Development, Business Strategy, Change Management, Alternative Investments, Separately Managed..., Series 3, Series 8, Fixed Income, Team Building, Risk Management, Fiduciary Liability, Direct Sales, mutual fund sales, Wire House Branch..., Wholesale Sales, Wholesaling, Pension Systems, Pensions, Pension Funds, Community Foundations, Foundation investment, Private Foundations, Endowment Funds, Trust Management, Institutional..., Taft-Hartley, Nonprofits
Education
Michigan State University 1986 — 1992
BS, Multi-Disciplinary Program
University of Pennsylvania-Wharton School 2007 — 2008
Certified Investment Manager Analyst, Executive Education
College for Financial Planning 2009 — 2009
CMFC-Chartered Mutual Fund Counselor
GP South 1982 — 1986
TIAA-CREF March 2014 - Present
PNC Institutional Investments April 2012 - February 2014
Morgan Stanley Smith Barney June 2010 - December 2011
Morgan Stanley Smith Barney June 2007 - June 2010
Morgan Stanley June 2002 - 2007
Morgan Stanley June 2000 - June 2002
H&R Block Financial Advisors June 1994 - May 2000
U.S. Army/Michigan National Guard January 1987 - January 1993
Skills
Asset Allocation, Asset Management, Series 7, Wealth Management, Mutual Funds, Sales Management, Series 24, New Business Development, Business Strategy, Change Management, Alternative Investments, Separately Managed..., Series 3, Series 8, Fixed Income, Team Building, Risk Management, Fiduciary Liability, Direct Sales, mutual fund sales, Wire House Branch..., Wholesale Sales, Wholesaling, Pension Systems, Pensions, Pension Funds, Community Foundations, Foundation investment, Private Foundations, Endowment Funds, Trust Management, Institutional..., Taft-Hartley, Nonprofits
Education
Michigan State University 1986 — 1992
BS, Multi-Disciplinary Program
University of Pennsylvania-Wharton School 2007 — 2008
Certified Investment Manager Analyst, Executive Education
College for Financial Planning 2009 — 2009
CMFC-Chartered Mutual Fund Counselor
GP South 1982 — 1986
Owen Pirkle, CPA, MBA Owen Pirkle, CPA, MBA's TIAA-CREF Experience 2005 - 2007
Job Business Proposals at Blue Cross Blue Shield of South Carolina
Industry Accounting
Experience
Palmetto GBA August 2012 - Present
Owen W. Pirkle, CPA, LLC October 2011 - Present
H S N O July 2008 - November 2011
Owen W. Pirkle, CPA, PA 2005 - 2008
TIAA-CREF 2005 - 2007
Husqvarna May 2005 - October 2005
KPMG 2001 - 2005
Skills
Accounting, Financial Analysis, Forensic Accounting, Auditing
Education
Clemson University 1997 — 1999
MBA, Finance
University of South Carolina-Columbia 1993 — 1997
BS, Economics, Accounting
Palmetto GBA August 2012 - Present
Owen W. Pirkle, CPA, LLC October 2011 - Present
H S N O July 2008 - November 2011
Owen W. Pirkle, CPA, PA 2005 - 2008
TIAA-CREF 2005 - 2007
Husqvarna May 2005 - October 2005
KPMG 2001 - 2005
Skills
Accounting, Financial Analysis, Forensic Accounting, Auditing
Education
Clemson University 1997 — 1999
MBA, Finance
University of South Carolina-Columbia 1993 — 1997
BS, Economics, Accounting
Ed Bartholic, ChFC®, CFP® Ed Bartholic, ChFC®, CFP®'s TIAA-CREF Experience January 2011 - Present
Job Sr. Financial Services Consultant | National Contact Center at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
CapWest Securities, Inc. May 2009 - February 2011
Ameriprise Financial 2006 - 2007
Ameriprise Financial June 1993 - September 2005
Ameriprise Financial 1995 - 1996
Ameriprise Financial 1993 - 1994
Citibank 1990 - 1993
Ameriprise Financial September 1984 - May 1990
Robert L. Bartholic, Attorney at Law June 1983 - September 1984
Cheyenne Symphony & Choral Society June 1982 - June 1983
Skills
Series 7, Retirement Planning, Mutual Funds, Investments, Financial Services, Strategic Financial..., Retirement, Financial Advisory, Investment Advisory, Asset Allocation, Insurance, Portfolio Management, Asset Managment, Wealth Management, 401k, Series 63, Estate Planning
Education
The American College 1987 — 2009
ChFC, Financial Planning
College for Financial Planning 1988 — 1989
CFP, Financial Planning
Hamline University 1977 — 1981
BA Arts Administration, Business Administration
TIAA-CREF January 2011 - Present
CapWest Securities, Inc. May 2009 - February 2011
Ameriprise Financial 2006 - 2007
Ameriprise Financial June 1993 - September 2005
Ameriprise Financial 1995 - 1996
Ameriprise Financial 1993 - 1994
Citibank 1990 - 1993
Ameriprise Financial September 1984 - May 1990
Robert L. Bartholic, Attorney at Law June 1983 - September 1984
Cheyenne Symphony & Choral Society June 1982 - June 1983
Skills
Series 7, Retirement Planning, Mutual Funds, Investments, Financial Services, Strategic Financial..., Retirement, Financial Advisory, Investment Advisory, Asset Allocation, Insurance, Portfolio Management, Asset Managment, Wealth Management, 401k, Series 63, Estate Planning
Education
The American College 1987 — 2009
ChFC, Financial Planning
College for Financial Planning 1988 — 1989
CFP, Financial Planning
Hamline University 1977 — 1981
BA Arts Administration, Business Administration
Mitch Morris Mitch Morris's TIAA-CREF Experience November 2010 - November 2013
Job Technical Account Manager at Information Builders
Industry Computer Software
Experience
Information Builders November 2013 - Present
TIAA-CREF November 2010 - November 2013
TEKsystems August 2009 - November 2010
Tek Systems May 2008 - August 2009
Lehman Brothers May 2007 - March 2008
Mobius Management Systems March 1999 - May 2007
First Union National Bank March 1991 - March 1999
Skills
Enterprise Software, SOA, Project Management, Pre-sales, Java, SDLC, Enterprise Architecture, Web 2.0, Enterprise Content..., Flex, Business Process, Business Process..., Document Management, RIA, Java Enterprise Edition, Oracle, Management, Business Intelligence, Mainframe, Software Development, Leadership, SaaS, Cloud Computing, Solution Architecture, Integration, Professional Services, Business In, Analytics
Education
Coastal Carolina University 1985 — 1989
BS, Business Management
Information Builders November 2013 - Present
TIAA-CREF November 2010 - November 2013
TEKsystems August 2009 - November 2010
Tek Systems May 2008 - August 2009
Lehman Brothers May 2007 - March 2008
Mobius Management Systems March 1999 - May 2007
First Union National Bank March 1991 - March 1999
Skills
Enterprise Software, SOA, Project Management, Pre-sales, Java, SDLC, Enterprise Architecture, Web 2.0, Enterprise Content..., Flex, Business Process, Business Process..., Document Management, RIA, Java Enterprise Edition, Oracle, Management, Business Intelligence, Mainframe, Software Development, Leadership, SaaS, Cloud Computing, Solution Architecture, Integration, Professional Services, Business In, Analytics
Education
Coastal Carolina University 1985 — 1989
BS, Business Management
Jerrod Smith, CFP® Jerrod Smith, CFP®'s TIAA-CREF Experience August 2014 - Present
Job Wealth Management Advisor, TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
Raymond James Financial Services Inc., Member FINRA/SIPC June 2008 - August 2014
Skills
Certified Financial..., Series 7, Series 65, Life & Health Insurance..., Morningstar, Investment Strategies, Qualified Retirement...
Education
Juniata College 2004 — 2008
B.S., Business and Information Technology
College for Financial Planning 2011 — 2012
TIAA-CREF August 2014 - Present
Raymond James Financial Services Inc., Member FINRA/SIPC June 2008 - August 2014
Skills
Certified Financial..., Series 7, Series 65, Life & Health Insurance..., Morningstar, Investment Strategies, Qualified Retirement...
Education
Juniata College 2004 — 2008
B.S., Business and Information Technology
College for Financial Planning 2011 — 2012
Timothy Pitney Timothy Pitney's TIAA-CREF Experience May 2013 - Present
Job Senior Director, Institutional Investment Strategist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2013 - Present
Sapers & Wallack March 2008 - May 2013
Fidelity Investments May 1995 - July 2007
Skills
Retirement, Pricing, Retirement Planning, Investments, Investment Advisory, Series 7, Defined Benefit, Strategy, Financial Services, Financial Advisory, Investment Strategies, Retirement Plan..., ERISA, 401k, Asset Allocation, Mutual Funds, Series 63
Education
Clark University 2001 — 2007
M.B.A., Finance
University of Massachusetts, Amherst
B.S., Mathematics
TIAA-CREF May 2013 - Present
Sapers & Wallack March 2008 - May 2013
Fidelity Investments May 1995 - July 2007
Skills
Retirement, Pricing, Retirement Planning, Investments, Investment Advisory, Series 7, Defined Benefit, Strategy, Financial Services, Financial Advisory, Investment Strategies, Retirement Plan..., ERISA, 401k, Asset Allocation, Mutual Funds, Series 63
Education
Clark University 2001 — 2007
M.B.A., Finance
University of Massachusetts, Amherst
B.S., Mathematics
E. Charles Osayamwen E. Charles Osayamwen's TIAA-CREF Experience March 2006 - August 2008
Job AVP / LOB Risk Policy Officer at BB&T
Industry Financial Services
Experience
BB&T October 2013 - Present
BB&T November 2010 - October 2013
Southern Community Bank and Trust September 2008 - November 2010
TIAA-CREF March 2006 - August 2008
Jefferson Wells May 2004 - March 2006
Sara Lee September 1999 - January 2004
National City Bank / PNC October 1995 - September 1999
Key Bank July 1989 - October 1995
Skills
SOX, Audit, Risk Assessment, Credit, Banking, Credit Risk, Internal Audit, Customer Relations, Research, Risk Management, Accounting, Compliance, Financial Analysis, Risk, Internal Controls, Enterprise Risk..., Auditing, Investments, Management Consulting, Analysis, Sarbanes-Oxley Act, Financial Risk, Customer Service, Operational Risk..., Commercial Lending, Credit Analysis, Consumer Lending, Financial Services, Loans, Retail Banking, Treasury Management, CISA, Small Business Lending, Finance
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MSM Program, Information System
Cleveland State University 1989 — 1997
BBA & MBA, Accounting
BB&T October 2013 - Present
BB&T November 2010 - October 2013
Southern Community Bank and Trust September 2008 - November 2010
TIAA-CREF March 2006 - August 2008
Jefferson Wells May 2004 - March 2006
Sara Lee September 1999 - January 2004
National City Bank / PNC October 1995 - September 1999
Key Bank July 1989 - October 1995
Skills
SOX, Audit, Risk Assessment, Credit, Banking, Credit Risk, Internal Audit, Customer Relations, Research, Risk Management, Accounting, Compliance, Financial Analysis, Risk, Internal Controls, Enterprise Risk..., Auditing, Investments, Management Consulting, Analysis, Sarbanes-Oxley Act, Financial Risk, Customer Service, Operational Risk..., Commercial Lending, Credit Analysis, Consumer Lending, Financial Services, Loans, Retail Banking, Treasury Management, CISA, Small Business Lending, Finance
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MSM Program, Information System
Cleveland State University 1989 — 1997
BBA & MBA, Accounting
Robert Rickey, CFP®, AIF® Robert Rickey, CFP®, AIF®'s TIAA-CREF Experience August 2008 - Present
Job Sr. Director, Third Party Distribution and Head of Advisor Serives at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2008 - Present
Skills
Product Development, Wealth Management, Strategic Financial..., Investments, Retirement, Business Strategy, Series 63, Investment Advisory, Financial Advisory, Mutual Funds, Financial Services, Fixed Annuities, Series 7, Retirement Planning, Portfolio Management, Investment Strategies, Asset Allocation, Asset Managment, Strategy, Alternative Investments, 401k, Securities, Financial Planners, Pensions, IRAs, ETFs, Personal Finance, Investment Management, Finance, Wealth Management..., High Net Worth..., Wealth, Asset Management, Financial Planning, Management
Education
Hofstra University 1995 — 2000
MBA, Banking and Finance
College for Financial Planning 1995 — 1997
CFP, Financial Planning
LIU Post 1987 — 1991
BA, Economics
TIAA-CREF August 2008 - Present
Skills
Product Development, Wealth Management, Strategic Financial..., Investments, Retirement, Business Strategy, Series 63, Investment Advisory, Financial Advisory, Mutual Funds, Financial Services, Fixed Annuities, Series 7, Retirement Planning, Portfolio Management, Investment Strategies, Asset Allocation, Asset Managment, Strategy, Alternative Investments, 401k, Securities, Financial Planners, Pensions, IRAs, ETFs, Personal Finance, Investment Management, Finance, Wealth Management..., High Net Worth..., Wealth, Asset Management, Financial Planning, Management
Education
Hofstra University 1995 — 2000
MBA, Banking and Finance
College for Financial Planning 1995 — 1997
CFP, Financial Planning
LIU Post 1987 — 1991
BA, Economics
Andrew Heiges, CFP® Andrew Heiges, CFP®'s TIAA-CREF Experience October 2012 - Present
Job Senior Director, Product Management
Industry Financial Services
Experience
TIAA-CREF October 2012 - Present
Acumen Financial Services Consulting, LLC May 2011 - October 2012
Oculus Partners, LLC May 2011 - April 2012
Merrill Lynch September 1996 - May 2011
Bank of America 1996 - May 2011
Deustche Bank May 1999 - August 2000
Coopers & Lybrand May 1995 - September 1996
The Vanguard Group September 1989 - May 1995
Skills
Financial Planning, Retirement, Product Development, Management Consulting, Business Strategy, Project Management, Wealth Management, Investments, Financial Services, Portfolio Management, Asset Managment, Mutual Funds, Series 7, Retirement Planning, Financial Advisory, Equities
Education
La Salle University - School of Business Administration 1985 — 1989
BS, HR & Marketing
College for Financial Planning
CFP, Financial Planning
TIAA-CREF October 2012 - Present
Acumen Financial Services Consulting, LLC May 2011 - October 2012
Oculus Partners, LLC May 2011 - April 2012
Merrill Lynch September 1996 - May 2011
Bank of America 1996 - May 2011
Deustche Bank May 1999 - August 2000
Coopers & Lybrand May 1995 - September 1996
The Vanguard Group September 1989 - May 1995
Skills
Financial Planning, Retirement, Product Development, Management Consulting, Business Strategy, Project Management, Wealth Management, Investments, Financial Services, Portfolio Management, Asset Managment, Mutual Funds, Series 7, Retirement Planning, Financial Advisory, Equities
Education
La Salle University - School of Business Administration 1985 — 1989
BS, HR & Marketing
College for Financial Planning
CFP, Financial Planning
Rick Donley Rick Donley's TIAA-CREF Experience January 2010 - Present
Job Director Consultant Relations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2010 - Present
Charles Schwab April 2008 - April 2009
Charles Schwab January 2005 - April 2008
Charles Schwab August 2003 - January 2005
Charles Schwab November 2002 - August 2003
Charles Schwab August 1999 - November 2002
PolyOne July 1996 - August 1999
Thomas & Betts February 1995 - July 1996
FECO Engineered Systems September 1992 - February 1995
Continental Airlines June 1991 - June 1992
Education
Cleveland State University 1989 — 1991
Masters, Psychology
Cleveland State University 1983 — 1989
Bachelors, Psychology
Cleveland State University 1983 — 1988
Bachelors, Biology
TIAA-CREF January 2010 - Present
Charles Schwab April 2008 - April 2009
Charles Schwab January 2005 - April 2008
Charles Schwab August 2003 - January 2005
Charles Schwab November 2002 - August 2003
Charles Schwab August 1999 - November 2002
PolyOne July 1996 - August 1999
Thomas & Betts February 1995 - July 1996
FECO Engineered Systems September 1992 - February 1995
Continental Airlines June 1991 - June 1992
Education
Cleveland State University 1989 — 1991
Masters, Psychology
Cleveland State University 1983 — 1989
Bachelors, Psychology
Cleveland State University 1983 — 1988
Bachelors, Biology
Robert Ashley, CRPS® Robert Ashley, CRPS®'s TIAA-CREF Experience 2003 - 2013
Job Sr Manager at SunGard Wealth & Retirement Administration
Industry Financial Services
Experience
SunGard Global Services 2009 - Present
TIAA-CREF 2003 - 2013
Integrated Benefit Solutions June 2001 - January 2009
BearingPoint June 1999 - June 2001
SunGard October 1997 - June 1999
ADP 1993 - 1997
Skills
User Acceptance Testing, Program Management, Integration, Financial Services, Project Management, Software Documentation, SDLC, Change Management, Requirements Gathering, Software Project..., Systems Analysis, Testing, Outsourcing, Business Process..., Defined Benefit, Management
Education
William Paterson University of New Jersey 1989 — 1994
BA, Applied Mathematics
Villanova University 2011 — 2012
Certificate, Six Sigma
College for Financial Planning 2012 — 2013
Chartered Retirement Plans SpecialistSM, Retirement Plans, Pass
SunGard Global Services 2009 - Present
TIAA-CREF 2003 - 2013
Integrated Benefit Solutions June 2001 - January 2009
BearingPoint June 1999 - June 2001
SunGard October 1997 - June 1999
ADP 1993 - 1997
Skills
User Acceptance Testing, Program Management, Integration, Financial Services, Project Management, Software Documentation, SDLC, Change Management, Requirements Gathering, Software Project..., Systems Analysis, Testing, Outsourcing, Business Process..., Defined Benefit, Management
Education
William Paterson University of New Jersey 1989 — 1994
BA, Applied Mathematics
Villanova University 2011 — 2012
Certificate, Six Sigma
College for Financial Planning 2012 — 2013
Chartered Retirement Plans SpecialistSM, Retirement Plans, Pass
Derek Howard Derek Howard's TIAA-CREF Experience July 2004 - May 2007
Job Specialist at US Army
Industry Financial Services
Experience
US Army September 2008 - Present
Principal Financial Group June 2007 - August 2008
TIAA-CREF July 2004 - May 2007
TIAA-CREF July 1998 - July 2004
TIAA-CREF December 1997 - July 1998
TIAA-CREF July 1996 - July 1998
TIAA-CREF January 1993 - July 1996
Skills
Sales Management, Leadership, Strategy, CRM, Series 7, Series 6, Investments, Management, Sales, Retirement, Retirement Planning, Securities, 401k, Business Planning, Series 63, Financial Services, Cross-functional Team..., Software Documentation, Fixed Annuities, Strategic Financial..., Networking, Process Improvement, Mutual Funds, Emergency Management, Insurance, New Business Development, Relationship Management, Strategic Planning, CBRN, Decontamination, Financial Planning
Education
Metropolitan College of New York 2012 — 2013
Master’s Degree, Public Administration / Disaster Management
College for Financial Planning 2000 — 2002
CRPS
State University of New York College at Oswego 1988 — 1992
Bachelor of Arts, Political Science
US Army September 2008 - Present
Principal Financial Group June 2007 - August 2008
TIAA-CREF July 2004 - May 2007
TIAA-CREF July 1998 - July 2004
TIAA-CREF December 1997 - July 1998
TIAA-CREF July 1996 - July 1998
TIAA-CREF January 1993 - July 1996
Skills
Sales Management, Leadership, Strategy, CRM, Series 7, Series 6, Investments, Management, Sales, Retirement, Retirement Planning, Securities, 401k, Business Planning, Series 63, Financial Services, Cross-functional Team..., Software Documentation, Fixed Annuities, Strategic Financial..., Networking, Process Improvement, Mutual Funds, Emergency Management, Insurance, New Business Development, Relationship Management, Strategic Planning, CBRN, Decontamination, Financial Planning
Education
Metropolitan College of New York 2012 — 2013
Master’s Degree, Public Administration / Disaster Management
College for Financial Planning 2000 — 2002
CRPS
State University of New York College at Oswego 1988 — 1992
Bachelor of Arts, Political Science
Robert Austin Robert Austin's TIAA-CREF Experience August 2014 - Present
Job Incident Response at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
JPMorgan Chase August 2013 - August 2014
Cigna August 2012 - August 2013
The Center for Internet Security April 2012 - August 2012
JPMorgan Chase July 2011 - March 2012
JPMorgan Chase September 2010 - June 2011
JPMorgan Chase February 2010 - September 2010
Computer Associates May 2008 - August 2008
Marshall University CEGAS - VISE Project August 2007 - May 2008
Computer Associates June 2007 - August 2007
Education
Marshall University 2007 — 2009
M.S., Technology Management, Concentration in Information Security
Clarkson University 2003 — 2007
B.S., Information Systems & Business Processes
TIAA-CREF August 2014 - Present
JPMorgan Chase August 2013 - August 2014
Cigna August 2012 - August 2013
The Center for Internet Security April 2012 - August 2012
JPMorgan Chase July 2011 - March 2012
JPMorgan Chase September 2010 - June 2011
JPMorgan Chase February 2010 - September 2010
Computer Associates May 2008 - August 2008
Marshall University CEGAS - VISE Project August 2007 - May 2008
Computer Associates June 2007 - August 2007
Education
Marshall University 2007 — 2009
M.S., Technology Management, Concentration in Information Security
Clarkson University 2003 — 2007
B.S., Information Systems & Business Processes
Ye Zong's TIAA-CREF Experience April 2014 - May 2015
Job SQL Developer at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF April 2014 - May 2015
SQA Labs April 2013 - April 2014
Alternatives Unlimited September 2012 - December 2013
Lighthouse Academies January 2013 - March 2013
Pirelli June 2012 - August 2012
Skills
SQL
Education
Clark University 2011 — 2012
Master of Information Technology, 3.42
TIAA-CREF April 2014 - May 2015
SQA Labs April 2013 - April 2014
Alternatives Unlimited September 2012 - December 2013
Lighthouse Academies January 2013 - March 2013
Pirelli June 2012 - August 2012
Skills
SQL
Education
Clark University 2011 — 2012
Master of Information Technology, 3.42
A.C. Muller A.C. Muller's TIAA-CREF Experience March 2013 - October 2014
Job Distribution Consultant
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
TIAA-CREF March 2013 - October 2014
State Farm Insurance October 2012 - February 2013
Abiding Village Urban Arts Center September 2011 - May 2012
Vanguard January 2011 - September 2011
Vanguard December 2009 - January 2011
Vanguard July 2008 - December 2009
Bank of America April 2008 - July 2008
Skills
Asset Management, Asset Allocation, Business Development, Customer Service, Customer Experience, Client Education, Consultative Selling, Customer Retention, High Net Worth..., Investments, Mutual Funds, Relationship Management, Securities License, Series 6, Series 63, IRAs, 401k Rollovers, 403 b, CRM, Financial Services, Selling, Finance, Retirement Planning, Strategy, Sales
Education
Coastal Carolina University 2004 — 2007
Bachelor of Science Business Administration, Finance, 3.54
Fort Mill High School 1994 — 1998
High School Diploma, General, 3.0
Wells Fargo Advisors March 2015 - Present
TIAA-CREF March 2013 - October 2014
State Farm Insurance October 2012 - February 2013
Abiding Village Urban Arts Center September 2011 - May 2012
Vanguard January 2011 - September 2011
Vanguard December 2009 - January 2011
Vanguard July 2008 - December 2009
Bank of America April 2008 - July 2008
Skills
Asset Management, Asset Allocation, Business Development, Customer Service, Customer Experience, Client Education, Consultative Selling, Customer Retention, High Net Worth..., Investments, Mutual Funds, Relationship Management, Securities License, Series 6, Series 63, IRAs, 401k Rollovers, 403 b, CRM, Financial Services, Selling, Finance, Retirement Planning, Strategy, Sales
Education
Coastal Carolina University 2004 — 2007
Bachelor of Science Business Administration, Finance, 3.54
Fort Mill High School 1994 — 1998
High School Diploma, General, 3.0
Danny Foskey's TIAA-CREF Experience July 2004 - November 2009
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors November 2010 - January 2015
Verity Asset Management February 2010 - November 2010
TIAA-CREF July 2004 - November 2009
US Navy December 1996 - July 2001
Skills
Customer Service, Mutual Funds, Investments, Management, Portfolio Management, Finance, Retirement, Securities, Financial Planning
Education
College for Financial Planning 2010 — 2013
Master's Degree, Finance, General
University of Phoenix 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Georgia Perimeter College 2001 — 2003
Business Administration and Management, General
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors November 2010 - January 2015
Verity Asset Management February 2010 - November 2010
TIAA-CREF July 2004 - November 2009
US Navy December 1996 - July 2001
Skills
Customer Service, Mutual Funds, Investments, Management, Portfolio Management, Finance, Retirement, Securities, Financial Planning
Education
College for Financial Planning 2010 — 2013
Master's Degree, Finance, General
University of Phoenix 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Georgia Perimeter College 2001 — 2003
Business Administration and Management, General
Brett Rhyne Brett Rhyne's TIAA-CREF Experience January 2014 - Present
Job Software Developer at TIAACREF
Industry Computer Software
Experience
TIAA-CREF January 2014 - Present
Skills
Visual C#, Java, Industrial Engineering, SQL, C, C++, Web Development
Education
Clemson University 2010 — 2013
Computer Science
Clemson University 2006 — 2010
Bachelor’s Degree, Psychology
TIAA-CREF January 2014 - Present
Skills
Visual C#, Java, Industrial Engineering, SQL, C, C++, Web Development
Education
Clemson University 2010 — 2013
Computer Science
Clemson University 2006 — 2010
Bachelor’s Degree, Psychology
Benjamin Doherty Benjamin Doherty's TIAA-CREF Experience May 2015 - Present
Job IT Summer Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
WSBF-FM Clemson August 2014 - May 2015
Voya Financial May 2014 - August 2014
WSBF-FM Clemson August 2013 - May 2014
ING U.S. May 2013 - August 2013
Skills
Active Directory, Web Development, Windows Server, Linux, Relativity, PHP, phpMyAdmin, MySQL, Databases, Computer Hardware, Java, Microsoft SQL Server, SQL, Windows 7, Information Security, AngularJS, C, C#, Visual Studio, JavaScript, .NET
Education
Clemson University 2012 — 2016
Bachelor's degree, Computer Information Systems, Senior
TIAA-CREF May 2015 - Present
WSBF-FM Clemson August 2014 - May 2015
Voya Financial May 2014 - August 2014
WSBF-FM Clemson August 2013 - May 2014
ING U.S. May 2013 - August 2013
Skills
Active Directory, Web Development, Windows Server, Linux, Relativity, PHP, phpMyAdmin, MySQL, Databases, Computer Hardware, Java, Microsoft SQL Server, SQL, Windows 7, Information Security, AngularJS, C, C#, Visual Studio, JavaScript, .NET
Education
Clemson University 2012 — 2016
Bachelor's degree, Computer Information Systems, Senior
Karly Ashlock Karly Ashlock's TIAA-CREF Experience June 2015 - Present
Job Responsible Investment Assistant at TIAACREF
Industry Nonprofit Organization Management
Experience
TIAA-CREF June 2015 - Present
Community Health Charities of New York September 2010 - June 2015
Epilepsy Foundation of North Central Illinois, Iowa & Nebraska September 2007 - September 2010
Skills
Fundraising, Nonprofits, Volunteer Management, Event Planning, Public Speaking, Community Outreach, Philanthropy, Grant Writing, Program Development, Event Management, Grants, Non-profits, Organizational..., Cold Calling, New Business Development, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Member Relations, Website Updating, Pilot Projects, CRM Databases, Social Media, iContact, Hoovers, LexisNexis, Salesforce.com, Stratus
Education
Coe College 2003 — 2007
Major: Business Administration/Public Relations, Minor: Political Science
TIAA-CREF June 2015 - Present
Community Health Charities of New York September 2010 - June 2015
Epilepsy Foundation of North Central Illinois, Iowa & Nebraska September 2007 - September 2010
Skills
Fundraising, Nonprofits, Volunteer Management, Event Planning, Public Speaking, Community Outreach, Philanthropy, Grant Writing, Program Development, Event Management, Grants, Non-profits, Organizational..., Cold Calling, New Business Development, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Member Relations, Website Updating, Pilot Projects, CRM Databases, Social Media, iContact, Hoovers, LexisNexis, Salesforce.com, Stratus
Education
Coe College 2003 — 2007
Major: Business Administration/Public Relations, Minor: Political Science
James Eskew, MBA James Eskew, MBA's TIAA-CREF Experience June 2010 - Present
Job Technical Team Lead at TIAACREF
Industry Capital Markets
Experience
TIAA-CREF June 2010 - Present
The Vanguard Group June 2004 - June 2010
Lockheed Martin May 2003 - August 2003
Skills
iOS, Java, SDLC, Software Development..., SOA, RESTful WebServices, Objective-C, Mobile Applications, Agile Methodologies, Spring, Java Enterprise Edition, Web Services, Agile Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
MBA, Financial Institutions
Clemson University 2000 — 2004
Bachelor of Science, Computer Information Systems
TIAA-CREF June 2010 - Present
The Vanguard Group June 2004 - June 2010
Lockheed Martin May 2003 - August 2003
Skills
iOS, Java, SDLC, Software Development..., SOA, RESTful WebServices, Objective-C, Mobile Applications, Agile Methodologies, Spring, Java Enterprise Edition, Web Services, Agile Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
MBA, Financial Institutions
Clemson University 2000 — 2004
Bachelor of Science, Computer Information Systems
Ivana Stanisic, CEBS®, AAMS® Ivana Stanisic, CEBS®, AAMS®'s TIAA-CREF Experience May 2007 - Present
Job Sr. Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2007 - Present
TIAA-CREF 2007 - 2014
CCO INVESTMENT SERVICES May 2005 - May 2007
NATIONAL CITY BANK/NATCITY INVESTMENTS September 2003 - May 2005
American Express April 2003 - August 2003
Skills
Retirement, Investments, Strategic Financial..., Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Finance, Life Insurance, Portfolio Management, IRAs, Series 65, Personal Financial..., Financial Planning, Series 63, Financial Services
Education
College for Financial Planning 2013 — 2014
AAMS, Finance and Financial Management Services
University of Pennsylvania - The Wharton School 2011 — 2012
CEBS, Finance/Benefits
Unviersity of Belgrade 1988 — 1993
BS, Foreign Policy
.
Marketing and Communication; Faculty for Political Science, Foreign Politics and
TIAA-CREF May 2007 - Present
TIAA-CREF 2007 - 2014
CCO INVESTMENT SERVICES May 2005 - May 2007
NATIONAL CITY BANK/NATCITY INVESTMENTS September 2003 - May 2005
American Express April 2003 - August 2003
Skills
Retirement, Investments, Strategic Financial..., Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Finance, Life Insurance, Portfolio Management, IRAs, Series 65, Personal Financial..., Financial Planning, Series 63, Financial Services
Education
College for Financial Planning 2013 — 2014
AAMS, Finance and Financial Management Services
University of Pennsylvania - The Wharton School 2011 — 2012
CEBS, Finance/Benefits
Unviersity of Belgrade 1988 — 1993
BS, Foreign Policy
.
Marketing and Communication; Faculty for Political Science, Foreign Politics and
Katrina Eddie Katrina Eddie's TIAA-CREF Experience May 2015 - Present
Job Communications Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
TIAA-CREF July 2013 - May 2015
Maingate Inc. September 2012 - July 2013
Team Epic December 2010 - September 2012
Indianapolis Colts July 2010 - September 2010
Clemson University December 2006 - June 2010
Skills
Interviewing Skills, Hiring Employees, Recruiting, Building Relationships, Organization, Meeting Scheduling, Maintaining..., Maintaining A Positive..., Social Media, Microsoft Office, Group Work, Individual Work, Credentials, Media Relations, Writing, Teamwork, Hiring
Education
Clemson University 2006 — 2009
Bachelor of Arts (B.A.), International Business
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2008 — 2008
TIAA-CREF May 2015 - Present
TIAA-CREF July 2013 - May 2015
Maingate Inc. September 2012 - July 2013
Team Epic December 2010 - September 2012
Indianapolis Colts July 2010 - September 2010
Clemson University December 2006 - June 2010
Skills
Interviewing Skills, Hiring Employees, Recruiting, Building Relationships, Organization, Meeting Scheduling, Maintaining..., Maintaining A Positive..., Social Media, Microsoft Office, Group Work, Individual Work, Credentials, Media Relations, Writing, Teamwork, Hiring
Education
Clemson University 2006 — 2009
Bachelor of Arts (B.A.), International Business
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2008 — 2008
Janelle Ybarra Janelle Ybarra's TIAA-CREF Experience September 2012 - December 2013
Job Manager Controls & Fixed Income Trading at MetLife
Industry Financial Services
Experience
MetLife January 2014 - Present
TIAA-CREF September 2012 - December 2013
Goldman Sachs November 2009 - June 2012
Goldman Sachs January 2008 - November 2009
Goldman Sachs May 2005 - January 2008
Goldman Sachs August 2003 - May 2005
Skills
Electronic Trading, Program Trading, Equity Trading, Equities, Trading, Series 7, Series 63, Series 3, Series 24, Series 53, Series 55, Series 4, Fixed Income Trading, Trading Systems, Derivatives, FINRA, Bloomberg, Equity Derivatives, Options, Securities, Prime Brokerage, Hedge Funds, Investment Sales, Capital Markets, Fixed Income
Education
Colgate University 1999 — 2003
BA, Math, Computer Science
MetLife January 2014 - Present
TIAA-CREF September 2012 - December 2013
Goldman Sachs November 2009 - June 2012
Goldman Sachs January 2008 - November 2009
Goldman Sachs May 2005 - January 2008
Goldman Sachs August 2003 - May 2005
Skills
Electronic Trading, Program Trading, Equity Trading, Equities, Trading, Series 7, Series 63, Series 3, Series 24, Series 53, Series 55, Series 4, Fixed Income Trading, Trading Systems, Derivatives, FINRA, Bloomberg, Equity Derivatives, Options, Securities, Prime Brokerage, Hedge Funds, Investment Sales, Capital Markets, Fixed Income
Education
Colgate University 1999 — 2003
BA, Math, Computer Science
JJ Sackett, CFP®, CMFC, ChFC® JJ Sackett, CFP®, CMFC, ChFC®'s TIAA-CREF Experience February 2014 - Present
Job Sr. Business Management Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
TIAA-CREF November 2007 - Present
TIAA-CREF January 2001 - November 2007
Kirkpatrick Pettis 1997 - 2001
Piper Jaffray 1994 - 1997
Oppenheimer 1986 - 1994
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Series 7, Investment Advisory, Mutual Funds, Estate Planning, Series 63, Fixed Annuities, Financial Advisory, Asset Allocation, Wealth, Financial Services, 401k, Relationship Management, Life Insurance, Long Term Care Insurance, Variable Annuities, Pensions, Long-term Care, Insurance
Education
College for Financial Planning 2002 — 2005
CFP®, Certified Financial Planner
University of Northern Iowa 1978 — 1985
BA, Business
TIAA-CREF February 2014 - Present
TIAA-CREF November 2007 - Present
TIAA-CREF January 2001 - November 2007
Kirkpatrick Pettis 1997 - 2001
Piper Jaffray 1994 - 1997
Oppenheimer 1986 - 1994
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Series 7, Investment Advisory, Mutual Funds, Estate Planning, Series 63, Fixed Annuities, Financial Advisory, Asset Allocation, Wealth, Financial Services, 401k, Relationship Management, Life Insurance, Long Term Care Insurance, Variable Annuities, Pensions, Long-term Care, Insurance
Education
College for Financial Planning 2002 — 2005
CFP®, Certified Financial Planner
University of Northern Iowa 1978 — 1985
BA, Business
Daniel Kelly, CEBS, CFP Daniel Kelly, CEBS, CFP's TIAA-CREF Experience February 1994 - October 2008
Job Financial Advisor, Relationship Manager, 20 years experience working for two Fortune 100 Firms.
Industry Financial Services
Experience
ARMED FORCES SERVICES CORP AFSC May 2015 - Present
Zeiders Enterprises, Inc. September 2012 - August 2015
Retirement Educators, Inc. June 2012 - November 2012
. January 2012 - June 2012
Career note. February 2010 - January 2012
United Nations Federal Credit Union November 2008 - June 2009
TIAA-CREF February 1994 - October 2008
Daniel M. Kelly, CFP® August 1992 - February 1994
Fidelity Investments January 1986 - August 1992
Skills
• Financial Advising &..., • Regulatory Compliance..., • Relationship..., • Training &..., • Business Development, Financial Planning, Microsoft Office, Seminar Presentations, Wealth Management, Problem Solving, Strategic Financial..., Employee Benefits, Retirement Planning, Insurance, Analysis, Investments, Project Management, Business Analysis, Strategic Planning, Process Improvement, Financial Advisory, Asset Management, Asset Allocation, CRM, Estate Planning, Management, Human Resources, Financial Planners, Coaching, Team Building, IRAs
Education
College for Financial Planning 1997 — 1999
Masters of Science (MS), Financial Planning
Southern Connecticut State University
Bachelors of Science (BS), Economics
ARMED FORCES SERVICES CORP AFSC May 2015 - Present
Zeiders Enterprises, Inc. September 2012 - August 2015
Retirement Educators, Inc. June 2012 - November 2012
. January 2012 - June 2012
Career note. February 2010 - January 2012
United Nations Federal Credit Union November 2008 - June 2009
TIAA-CREF February 1994 - October 2008
Daniel M. Kelly, CFP® August 1992 - February 1994
Fidelity Investments January 1986 - August 1992
Skills
• Financial Advising &..., • Regulatory Compliance..., • Relationship..., • Training &..., • Business Development, Financial Planning, Microsoft Office, Seminar Presentations, Wealth Management, Problem Solving, Strategic Financial..., Employee Benefits, Retirement Planning, Insurance, Analysis, Investments, Project Management, Business Analysis, Strategic Planning, Process Improvement, Financial Advisory, Asset Management, Asset Allocation, CRM, Estate Planning, Management, Human Resources, Financial Planners, Coaching, Team Building, IRAs
Education
College for Financial Planning 1997 — 1999
Masters of Science (MS), Financial Planning
Southern Connecticut State University
Bachelors of Science (BS), Economics
Craig Parkin Craig Parkin's TIAA-CREF Experience 2012 - Present
Job Managing Director, Business Management & Integration, Individual Business at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2012 - Present
TIAA-CREF 2012 - 2012
TIAA-CREF 2011 - 2012
TIAA-CREF 2006 - 2011
i9 Sports 2004 - 2011
TIAA-CREF May 2004 - June 2006
Bank of America 1997 - 2004
Skills
Coaching, Analysis, Management, Leadership Development, Marketing Strategy, Program Management, Business Analysis, Strategic Planning
Education
Queens University of Charlotte
MBA
Colgate University 1990 — 1994
BA, Economics
TIAA-CREF 2012 - Present
TIAA-CREF 2012 - 2012
TIAA-CREF 2011 - 2012
TIAA-CREF 2006 - 2011
i9 Sports 2004 - 2011
TIAA-CREF May 2004 - June 2006
Bank of America 1997 - 2004
Skills
Coaching, Analysis, Management, Leadership Development, Marketing Strategy, Program Management, Business Analysis, Strategic Planning
Education
Queens University of Charlotte
MBA
Colgate University 1990 — 1994
BA, Economics
Gurtej Singh Gurtej Singh's TIAA-CREF Experience February 2015 - Present
Job Mobile Application Developer at TIAACREF
Industry Computer Software
Experience
TIAA-CREF February 2015 - Present
TIAA-CREF July 2014 - February 2015
Clemson University Digital Initiatives and Information Technology January 2013 - January 2014
Skills
Mobile Applications, iOS, iOS Development, Objective-C, Cocoa Touch, Mac, Xcode, Agile Application..., RESTful WebServices, Java, Spring MVC, Eclipse, JavaScript, jQuery Mobile, SDLC, Software Engineering, Software Development, Web Development, OOP, Object Oriented Design, Data Structures, Algorithms, User Interface, Git, SQL, Linux
Education
Clemson University 2010 — 2014
Bachelor of Arts (B.A.), Computer Science, 3.73 GPA
TIAA-CREF February 2015 - Present
TIAA-CREF July 2014 - February 2015
Clemson University Digital Initiatives and Information Technology January 2013 - January 2014
Skills
Mobile Applications, iOS, iOS Development, Objective-C, Cocoa Touch, Mac, Xcode, Agile Application..., RESTful WebServices, Java, Spring MVC, Eclipse, JavaScript, jQuery Mobile, SDLC, Software Engineering, Software Development, Web Development, OOP, Object Oriented Design, Data Structures, Algorithms, User Interface, Git, SQL, Linux
Education
Clemson University 2010 — 2014
Bachelor of Arts (B.A.), Computer Science, 3.73 GPA
Patrick J. (P.J.) Conlon, CFP ® Patrick J. (P.J.) Conlon, CFP ®'s TIAA-CREF Experience 2005 - Present
Job Senior Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2005 - Present
AEGON Americas January 1999 - April 2005
American Express April 1997 - January 1999
Skills
Retirement Planning, Portfolio Management, Investments, Personal Financial..., IRAs, Roth IRA, 403 b, Financial Seminars
Education
College for Financial Planning 2008 — 2011
CFP®, Financial Planning and Services
The American College 2002 — 2013
CHFC, Financial Planning and Services
Western Illinois University 1992 — 1994
Master of Science (MS), Sport Management
University of Northern Iowa 1988 — 1992
Bachelor of Arts (BA), Education
TIAA-CREF 2005 - Present
AEGON Americas January 1999 - April 2005
American Express April 1997 - January 1999
Skills
Retirement Planning, Portfolio Management, Investments, Personal Financial..., IRAs, Roth IRA, 403 b, Financial Seminars
Education
College for Financial Planning 2008 — 2011
CFP®, Financial Planning and Services
The American College 2002 — 2013
CHFC, Financial Planning and Services
Western Illinois University 1992 — 1994
Master of Science (MS), Sport Management
University of Northern Iowa 1988 — 1992
Bachelor of Arts (BA), Education
Casey Knechtel Casey Knechtel's TIAA-CREF Experience March 2015 - Present
Job Sr. Manager, Board Reporting at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF September 2013 - February 2015
Discover Financial Services July 2011 - March 2013
Discover Financial Services January 2011 - July 2011
Citigroup - Student Loan Corporation June 2009 - December 2010
Citigroup, Student Loan Corp April 2008 - May 2009
Citigroup, Student Loan Corp July 2006 - March 2008
Citigroup July 2005 - June 2006
Citibank June 2004 - August 2004
Citibank June 2003 - August 2003
Skills
MS Office Suite, SQL, Securitization, Capital Markets, VBA, Financial Analysis, Financial Modeling, Analytics, TiL/APR disclosures, Asset Valuation, Valuation, Treasury Management, Portfolio Management, Risk Management, Mergers & Acquisitions, Corporate Finance, Microsoft Office, Forecasting, Finance, Analysis, Financial Services, Fixed Income, Credit Risk, Banking, Credit, Investments, Management, SAS, Business Intelligence, Investment Banking, Financial Risk, Securities, Loans
Education
Colby College 2001 — 2005
B.A, Classical Civilizations; Business Management
Universidad de Salamanca 2001 — 2001
TIAA-CREF March 2015 - Present
TIAA-CREF September 2013 - February 2015
Discover Financial Services July 2011 - March 2013
Discover Financial Services January 2011 - July 2011
Citigroup - Student Loan Corporation June 2009 - December 2010
Citigroup, Student Loan Corp April 2008 - May 2009
Citigroup, Student Loan Corp July 2006 - March 2008
Citigroup July 2005 - June 2006
Citibank June 2004 - August 2004
Citibank June 2003 - August 2003
Skills
MS Office Suite, SQL, Securitization, Capital Markets, VBA, Financial Analysis, Financial Modeling, Analytics, TiL/APR disclosures, Asset Valuation, Valuation, Treasury Management, Portfolio Management, Risk Management, Mergers & Acquisitions, Corporate Finance, Microsoft Office, Forecasting, Finance, Analysis, Financial Services, Fixed Income, Credit Risk, Banking, Credit, Investments, Management, SAS, Business Intelligence, Investment Banking, Financial Risk, Securities, Loans
Education
Colby College 2001 — 2005
B.A, Classical Civilizations; Business Management
Universidad de Salamanca 2001 — 2001
Alex Kocharyan Alex Kocharyan's TIAA-CREF Experience January 2003 - May 2004
Job College Chair, School of Business at University of Phoenix
Industry Higher Education
Experience
University of Phoenix May 2004 - Present
University of Phoenix November 2003 - Present
TIAA-CREF January 2003 - May 2004
Strayer University September 2002 - May 2004
Skills
Curriculum Development, Public Speaking, Strategic Planning, Business Strategy, Teaching, Research, Higher Education, Curriculum Design, PowerPoint, Instructional Design, E-learning, Planning, Leadership Development, Financial Planning, Adult Education, Distance Learning, Online Training, Faculty Development, Educational Technology, Classroom Instruction, Courses, Academic Administration, Course Development, Blended Learning, Education Management, Learning Management, Educational Leadership, Teacher Training, Instructor-led Training, Program Development, Staff Development, Coaching, University Teaching, Mentoring, Higher Education..., Educational Consulting, Student Services, Continuing Education, Training Delivery, Career Development, Student Engagement, International Education, Student Development, Classroom, E-Learning, Career Counseling, College Teaching, Student Affairs, Project Planning, Higher Education...
Education
College for Financial Planning
AAMS, Finance and Financial Management Services
Lomonosov Moscow State University (MSU)
Ph.D., Economics and Demography
University of Phoenix May 2004 - Present
University of Phoenix November 2003 - Present
TIAA-CREF January 2003 - May 2004
Strayer University September 2002 - May 2004
Skills
Curriculum Development, Public Speaking, Strategic Planning, Business Strategy, Teaching, Research, Higher Education, Curriculum Design, PowerPoint, Instructional Design, E-learning, Planning, Leadership Development, Financial Planning, Adult Education, Distance Learning, Online Training, Faculty Development, Educational Technology, Classroom Instruction, Courses, Academic Administration, Course Development, Blended Learning, Education Management, Learning Management, Educational Leadership, Teacher Training, Instructor-led Training, Program Development, Staff Development, Coaching, University Teaching, Mentoring, Higher Education..., Educational Consulting, Student Services, Continuing Education, Training Delivery, Career Development, Student Engagement, International Education, Student Development, Classroom, E-Learning, Career Counseling, College Teaching, Student Affairs, Project Planning, Higher Education...
Education
College for Financial Planning
AAMS, Finance and Financial Management Services
Lomonosov Moscow State University (MSU)
Ph.D., Economics and Demography
Charles Moore, CFA Charles Moore, CFA's TIAA-CREF Experience August 2005 - July 2010
Job Director at Resurgent Capital Services
Industry Investment Management
Experience
Resurgent Capital Services August 2014 - Present
Resurgent Capital Services June 2012 - August 2014
Kenan-Flagler Business School August 2010 - May 2012
Resurgent Capital Services May 2011 - July 2011
TIAA-CREF August 2005 - July 2010
Skills
Financial Modeling, Financial Analysis, Project Management, Due Diligence, Data Analysis, Business Analysis, Process Improvement, Valuation, Portfolio Management, Analytics, Strategic Planning, Program Management, Business Strategy, Competitive Analysis, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance, General
Clemson University - College of Business and Behavioral Science 2000 — 2004
BA, Economics and Mathematical Sciences
Resurgent Capital Services August 2014 - Present
Resurgent Capital Services June 2012 - August 2014
Kenan-Flagler Business School August 2010 - May 2012
Resurgent Capital Services May 2011 - July 2011
TIAA-CREF August 2005 - July 2010
Skills
Financial Modeling, Financial Analysis, Project Management, Due Diligence, Data Analysis, Business Analysis, Process Improvement, Valuation, Portfolio Management, Analytics, Strategic Planning, Program Management, Business Strategy, Competitive Analysis, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance, General
Clemson University - College of Business and Behavioral Science 2000 — 2004
BA, Economics and Mathematical Sciences
Thomas Evans, CFP®, MS-PFP Thomas Evans, CFP®, MS-PFP's TIAA-CREF Experience March 2013 - Present
Job
Industry Investment Management
Experience
TIAA-CREF March 2013 - Present
JNBA Financial Advisors August 2009 - November 2012
SilverOak Wealth Managment December 2004 - August 2009
Charles Schwab & Co, Inc. July 1997 - September 2004
Apollo Derivatives April 1995 - April 1996
Skills
Risk Management, Investment Management, Management Consulting, Options, Strategic Planning, Investments, Portfolio Management, Wealth Management, Financial Planning, Retirement Planning, Estate Planning
Education
College for Financial Planning 2008 — 2009
MS
The University of Chicago 1987 — 1991
BA
Cooper High School 1985 — 1987
TIAA-CREF March 2013 - Present
JNBA Financial Advisors August 2009 - November 2012
SilverOak Wealth Managment December 2004 - August 2009
Charles Schwab & Co, Inc. July 1997 - September 2004
Apollo Derivatives April 1995 - April 1996
Skills
Risk Management, Investment Management, Management Consulting, Options, Strategic Planning, Investments, Portfolio Management, Wealth Management, Financial Planning, Retirement Planning, Estate Planning
Education
College for Financial Planning 2008 — 2009
MS
The University of Chicago 1987 — 1991
BA
Cooper High School 1985 — 1987
Stephanie K. Burns, MBA Stephanie K. Burns, MBA's TIAA-CREF Experience June 2014 - Present
Job Senior Administrative Assistant, HR, at TIAA CREF
Industry Human Resources
Experience
TIAA-CREF June 2014 - Present
Beacon Hill Staffing Group September 2013 - June 2014
Florida State University May 2013 - August 2013
Florida State University August 2011 - May 2013
FlyLady & Co, Inc. May 2009 - August 2011
The Tiger Newspaper April 2010 - April 2011
The Tiger News April 2008 - April 2010
Skills
SPSS, WordPress, Social Media, Research, SAS, Dreamweaver, InDesign, Statistics, Adobe Creative Suite, AMOS, LISREL, HLM, MPlus, Adobe, Microsoft, CSS, (X)HTML, Personnel Selection, Recruiting, Temporary Staffing, Staffing Services, Resume Writing, Sourcing, Behavioral Interviewing, Temporary Placement, Job Description Creation, Job Analysis, Employee Relations, Diversity Training, HR Metrics, Human Resources, HR Policies, EEOC, Customer Service, Microsoft Word, Management, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Social Networking, Event Planning
Education
Florida State University - College of Business 2011 — 2013
Master of Business Administration (M.B.A.), Organizational Behavior and Human Resources
Clemson University 2007 — 2011
Bachelor of Science, Psychology (Minor: Human Resource Management)
TIAA-CREF June 2014 - Present
Beacon Hill Staffing Group September 2013 - June 2014
Florida State University May 2013 - August 2013
Florida State University August 2011 - May 2013
FlyLady & Co, Inc. May 2009 - August 2011
The Tiger Newspaper April 2010 - April 2011
The Tiger News April 2008 - April 2010
Skills
SPSS, WordPress, Social Media, Research, SAS, Dreamweaver, InDesign, Statistics, Adobe Creative Suite, AMOS, LISREL, HLM, MPlus, Adobe, Microsoft, CSS, (X)HTML, Personnel Selection, Recruiting, Temporary Staffing, Staffing Services, Resume Writing, Sourcing, Behavioral Interviewing, Temporary Placement, Job Description Creation, Job Analysis, Employee Relations, Diversity Training, HR Metrics, Human Resources, HR Policies, EEOC, Customer Service, Microsoft Word, Management, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Social Networking, Event Planning
Education
Florida State University - College of Business 2011 — 2013
Master of Business Administration (M.B.A.), Organizational Behavior and Human Resources
Clemson University 2007 — 2011
Bachelor of Science, Psychology (Minor: Human Resource Management)
John Rust John Rust's TIAA-CREF Experience September 2007 - Present
Job Sr. Configuration Management Engineer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2007 - Present
Northrop Grumman Mission Systems January 2004 - June 2007
Ecutel, Inc. October 2001 - May 2003
Infocruiser/Appfluent 2000 - 2001
Calypso Online 1999 - 2000
Cable & Wireless 1997 - 1999
Skills
TADDM, Maximo, Unix, Linux, Windows, Subversion, CVS, JIRA, PVCS, Tivoli, CCMDB, VMware, IT Service Management, Integration
Education
Coleman College 1985 — 1986
Computer Science
Washington-Lee High 1979 — 1983
TIAA-CREF September 2007 - Present
Northrop Grumman Mission Systems January 2004 - June 2007
Ecutel, Inc. October 2001 - May 2003
Infocruiser/Appfluent 2000 - 2001
Calypso Online 1999 - 2000
Cable & Wireless 1997 - 1999
Skills
TADDM, Maximo, Unix, Linux, Windows, Subversion, CVS, JIRA, PVCS, Tivoli, CCMDB, VMware, IT Service Management, Integration
Education
Coleman College 1985 — 1986
Computer Science
Washington-Lee High 1979 — 1983
Lisa A Bishop's TIAA-CREF Experience 2000 - 2006
Job Director at Colorado PERA
Industry Investment Management
Experience
Southern California Edison 2011 - 2013
Independent Contractor 2009 - 2011
Great-West Financial 2006 - 2009
TIAA-CREF 2000 - 2006
Skills
Cross-functional Team..., Process Improvement, Performance Management, Business Analysis, Call Centers, Training, CRM, Program Management, Customer Experience, Investments
Education
University of Denver
Master Science, Technology Management / Leadership
Regis University
Bachelor Science, Business Administration
International Foundation for Retirement Education (InFRE)
Certified Retirement Counselor®
College for Financial Planning
Chartered Retirement Planning Counselor℠, Chartered Mutual Fund Counselor℠
Dale Carnegie Training
Skills for Success, Coaching for Success, Coach of Coaches
FINRA
Series 6, 7, 63, 24, 26, 51
State of Colorado
Resident Insurance Producer License
Southern California Edison 2011 - 2013
Independent Contractor 2009 - 2011
Great-West Financial 2006 - 2009
TIAA-CREF 2000 - 2006
Skills
Cross-functional Team..., Process Improvement, Performance Management, Business Analysis, Call Centers, Training, CRM, Program Management, Customer Experience, Investments
Education
University of Denver
Master Science, Technology Management / Leadership
Regis University
Bachelor Science, Business Administration
International Foundation for Retirement Education (InFRE)
Certified Retirement Counselor®
College for Financial Planning
Chartered Retirement Planning Counselor℠, Chartered Mutual Fund Counselor℠
Dale Carnegie Training
Skills for Success, Coaching for Success, Coach of Coaches
FINRA
Series 6, 7, 63, 24, 26, 51
State of Colorado
Resident Insurance Producer License
Stephen Hoechst's TIAA-CREF Experience January 2014 - Present
Job Investment Accountant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Blackbaud May 2013 - August 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Skills
SEC Financial Reporting, Data Analysis, Microsoft Excel, Process Improvement, Financial Accounting, Budgets, Analysis
Education
Clemson University 2009 — 2013
Bachelor of Science, Financial Management
TIAA-CREF January 2014 - Present
Blackbaud May 2013 - August 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Skills
SEC Financial Reporting, Data Analysis, Microsoft Excel, Process Improvement, Financial Accounting, Budgets, Analysis
Education
Clemson University 2009 — 2013
Bachelor of Science, Financial Management
Steven Demaras's TIAA-CREF Experience June 2014 - Present
Job Alternative Investments
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
State Street Bank August 2013 - May 2014
State Street Bank July 2012 - August 2013
Clemson University August 2009 - May 2011
Office of the Honorable John F. Kerry May 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Bloomberg, Account Reconciliation, Corporate Finance, Valuation, Private Equity, Hedge Funds, Distressed Debt, Banking, Databases, Managerial Finance, Capital Markets, Market Research, Financial Analysis
Education
Clemson University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Corporate Finance, 3.51
Clemson University 2008 — 2012
Bachelor's degree, Finance and Financial Management Services
TIAA-CREF June 2014 - Present
State Street Bank August 2013 - May 2014
State Street Bank July 2012 - August 2013
Clemson University August 2009 - May 2011
Office of the Honorable John F. Kerry May 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Bloomberg, Account Reconciliation, Corporate Finance, Valuation, Private Equity, Hedge Funds, Distressed Debt, Banking, Databases, Managerial Finance, Capital Markets, Market Research, Financial Analysis
Education
Clemson University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Corporate Finance, 3.51
Clemson University 2008 — 2012
Bachelor's degree, Finance and Financial Management Services
Ryan Crull Ryan Crull's TIAA-CREF Experience March 2014 - Present
Job Senior Developer at TIAACREF
Industry Computer Software
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF October 2011 - Present
Vanguard January 2011 - October 2011
Vanguard June 2010 - August 2010
Itron May 2009 - August 2009
Itron August 2008 - January 2009
Skills
DataStage, ETL, Autosys, Control-M, Unix Shell Scripting, SQL, Data Quality
Education
Clemson University 2006 — 2010
Bachelor of Science, Computer Science
TIAA-CREF March 2014 - Present
TIAA-CREF October 2011 - Present
Vanguard January 2011 - October 2011
Vanguard June 2010 - August 2010
Itron May 2009 - August 2009
Itron August 2008 - January 2009
Skills
DataStage, ETL, Autosys, Control-M, Unix Shell Scripting, SQL, Data Quality
Education
Clemson University 2006 — 2010
Bachelor of Science, Computer Science
Josephine Trotta Josephine Trotta's TIAA-CREF Experience August 2011 - May 2015
Job Wealth Management Advisor
Industry Investment Management
Experience
TIAA-CREF August 2011 - May 2015
Stratos Wealth Partners May 2009 - July 2011
UBS Wealth Management November 2004 - April 2009
Merrill Lynch March 2001 - November 2004
Key Bank June 1996 - February 2001
US Bank (Star Bank) 1993 - 1996
US Bank (Star Bank) 1990 - 1993
Key Bank (Society National Bank) 1985 - 1990
Skills
New Business Development, Portfolio Management, Private Banking, Trust Services, Investment Management, Leadership, Sales Management, Finance, Investments, Retirement Planning, Series 7, Wealth, Wealth Management
Education
Northwestern University 1994 — 1998
National Graduate Trust School I & II
John Carroll University 1987 — 1991
MBA, Finance, Marketing
Cleveland State University 1980 — 1986
Bachelor in Business Administration, Finance, Marketing
TIAA-CREF August 2011 - May 2015
Stratos Wealth Partners May 2009 - July 2011
UBS Wealth Management November 2004 - April 2009
Merrill Lynch March 2001 - November 2004
Key Bank June 1996 - February 2001
US Bank (Star Bank) 1993 - 1996
US Bank (Star Bank) 1990 - 1993
Key Bank (Society National Bank) 1985 - 1990
Skills
New Business Development, Portfolio Management, Private Banking, Trust Services, Investment Management, Leadership, Sales Management, Finance, Investments, Retirement Planning, Series 7, Wealth, Wealth Management
Education
Northwestern University 1994 — 1998
National Graduate Trust School I & II
John Carroll University 1987 — 1991
MBA, Finance, Marketing
Cleveland State University 1980 — 1986
Bachelor in Business Administration, Finance, Marketing
Tracy Waite Tracy Waite's TIAA-CREF Experience June 2010 - Present
Job Experienced Receptionist and Office Administrator
Industry Financial Services
Experience
TIAA-CREF June 2010 - Present
Copley Controls Corp March 2009 - July 2009
Berkshire Financial July 1985 - September 2006
Skills
Siebel, Microsoft Office, Microsoft Excel, Microsoft Word, Spreadsheets, Customer Service, Receptionist Duties, Telephone Reception, Purchasing, Office Administration, Filing, Invoicing, Accounting, Human Resources, Finance, Accounts Receivable, Accounts Payable, Management, Process Improvement, Sales, Strategic Planning, Financial Analysis
Education
Colby College 1981 — 1985
BS, Business Administration, 3.48 GPA
Colby College 1981 — 1985
TIAA-CREF June 2010 - Present
Copley Controls Corp March 2009 - July 2009
Berkshire Financial July 1985 - September 2006
Skills
Siebel, Microsoft Office, Microsoft Excel, Microsoft Word, Spreadsheets, Customer Service, Receptionist Duties, Telephone Reception, Purchasing, Office Administration, Filing, Invoicing, Accounting, Human Resources, Finance, Accounts Receivable, Accounts Payable, Management, Process Improvement, Sales, Strategic Planning, Financial Analysis
Education
Colby College 1981 — 1985
BS, Business Administration, 3.48 GPA
Colby College 1981 — 1985
Alfred L Minter, CFP®, AAMS®, CRPC®'s TIAA-CREF Experience December 2014 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
TIAA-CREF August 2013 - December 2014
TIAA-CREF September 2010 - August 2013
aVERT Energy, LLC November 2009 - September 2010
Merrill Lynch Global Wealth Management October 2007 - June 2009
BearingPoint October 2005 - September 2007
Hewlett-Packard July 1980 - October 2005
Honeywell Information Systems April 1978 - July 1980
Skills
Infrastructure, Business Service..., Financial Services, Management Consulting, Portfolio Management, Business Planning, Business Development, Finance, Relationship Management, Strategic Planning, Strategic Financial..., Business Analysis, Sales Management, Cross-functional Team..., New Business Development, CRM, Leadership, Retirement, Investments, Banking, Marketing, Analysis, Enterprise Software, Strategy, Process Improvement, Business Process..., Management, Sales, Business Process, IT Strategy, SaaS, Vendor Management, Insurance, Sales Operations, Executive Management, Financial Risk, Wealth Management, Financial Planning
Education
College for Financial Planning 2010 — 2011
CRPC®, Chartered Retirement Planning Counselor™
College for Financial Planning 2007 — 2007
AWMA®, Accredited Wealth Management Advisor™
University of North Carolina at Charlotte - Belk College of Business 2002 — 2005
MBA, Corporate Finance
University of North Carolina at Charlotte - Belk College of Business 1996 — 2001
BS, Financial Institutions and Commercial Banking
College for Financial Planning 1997 — 1997
AAMS®, Accredited Asset Management Specialist™
College for Financial Planning 1996 — 1996
CMFC®, Chartered Mutual Fund Counselor™
College for Financial Planning 1988 — 1990
CFP®, Certified Financial Planner™
TIAA-CREF December 2014 - Present
TIAA-CREF August 2013 - December 2014
TIAA-CREF September 2010 - August 2013
aVERT Energy, LLC November 2009 - September 2010
Merrill Lynch Global Wealth Management October 2007 - June 2009
BearingPoint October 2005 - September 2007
Hewlett-Packard July 1980 - October 2005
Honeywell Information Systems April 1978 - July 1980
Skills
Infrastructure, Business Service..., Financial Services, Management Consulting, Portfolio Management, Business Planning, Business Development, Finance, Relationship Management, Strategic Planning, Strategic Financial..., Business Analysis, Sales Management, Cross-functional Team..., New Business Development, CRM, Leadership, Retirement, Investments, Banking, Marketing, Analysis, Enterprise Software, Strategy, Process Improvement, Business Process..., Management, Sales, Business Process, IT Strategy, SaaS, Vendor Management, Insurance, Sales Operations, Executive Management, Financial Risk, Wealth Management, Financial Planning
Education
College for Financial Planning 2010 — 2011
CRPC®, Chartered Retirement Planning Counselor™
College for Financial Planning 2007 — 2007
AWMA®, Accredited Wealth Management Advisor™
University of North Carolina at Charlotte - Belk College of Business 2002 — 2005
MBA, Corporate Finance
University of North Carolina at Charlotte - Belk College of Business 1996 — 2001
BS, Financial Institutions and Commercial Banking
College for Financial Planning 1997 — 1997
AAMS®, Accredited Asset Management Specialist™
College for Financial Planning 1996 — 1996
CMFC®, Chartered Mutual Fund Counselor™
College for Financial Planning 1988 — 1990
CFP®, Certified Financial Planner™
Mac Gardner, CFP®, CRPS®, CRPC®'s TIAA-CREF Experience 2007 - August 2011
Job Branch Director of Executive Planning at The Noble Group
Industry Financial Services
Experience
The Noble Group September 2014 - Present
Raymond James September 2013 - Present
USAA July 2011 - August 2013
TIAA-CREF 2007 - August 2011
Bank of America March 2007 - November 2007
The Hartford December 2005 - March 2007
SunTrust Bank November 1999 - November 2004
SunTrust Bank November 1996 - November 1999
Education
University of Maryland College Park 1993 — 1998
BA, Government & Politics
College for Financial Planning
CRPS, CRPC
The Noble Group September 2014 - Present
Raymond James September 2013 - Present
USAA July 2011 - August 2013
TIAA-CREF 2007 - August 2011
Bank of America March 2007 - November 2007
The Hartford December 2005 - March 2007
SunTrust Bank November 1999 - November 2004
SunTrust Bank November 1996 - November 1999
Education
University of Maryland College Park 1993 — 1998
BA, Government & Politics
College for Financial Planning
CRPS, CRPC
Debra Antel's TIAA-CREF Experience 2000 - 2005
Job Owner, Insight Financial Services, Inc.
Industry Financial Services
Experience
MHN 2009 - Present
Insight Financial Services, Inc. May 2007 - Present
TIAA-CREF 2000 - 2005
Cape Cod Bank & Trust Co. 1994 - 2000
Skills
Financial Planning, Money Management, Financial Education, Strategic Financial..., Wealth Management
Education
College for Financial Planning 2003 — 2005
M.S., Financial Planning
Eastern Nazarene College
B.S. B.A.
MHN 2009 - Present
Insight Financial Services, Inc. May 2007 - Present
TIAA-CREF 2000 - 2005
Cape Cod Bank & Trust Co. 1994 - 2000
Skills
Financial Planning, Money Management, Financial Education, Strategic Financial..., Wealth Management
Education
College for Financial Planning 2003 — 2005
M.S., Financial Planning
Eastern Nazarene College
B.S. B.A.
Shawn Gong's TIAA-CREF Experience 2006 - 2009
Job Sr. Pricinpal Consultant at Oracle
Industry Financial Services
Experience
Oracle 2012 - Present
Merrill Lynch / Bank Of America Securities August 2009 - December 2011
CGI April 2009 - August 2009
Ingram Micro June 2008 - March 2009
TIAA-CREF 2006 - 2009
Oracle September 2006 - June 2008
Helio September 2006 - September 2007
WebEx Communications, Inc. 2004 - 2005
Allegheny Technologies June 1999 - July 2004
Education
Clemson University 1993 — 1995
M.S., Computer Science
Clemson University 1991 — 1993
MA, Economics
Oracle 2012 - Present
Merrill Lynch / Bank Of America Securities August 2009 - December 2011
CGI April 2009 - August 2009
Ingram Micro June 2008 - March 2009
TIAA-CREF 2006 - 2009
Oracle September 2006 - June 2008
Helio September 2006 - September 2007
WebEx Communications, Inc. 2004 - 2005
Allegheny Technologies June 1999 - July 2004
Education
Clemson University 1993 — 1995
M.S., Computer Science
Clemson University 1991 — 1993
MA, Economics
Keith Stechmesser, CFP's TIAA-CREF Experience 2001 - 2007
Job Financial Consultant
Industry Financial Services
Experience
Thrivent Financial November 2009 - Present
American National Bank August 2007 - April 2009
Cherry Creek Toastmasters 2008 - 2009
TIAA-CREF 2001 - 2007
The Acacia Group/Sun Financial Group 1999 - 2000
Lutheran Brotherood / Thrivent May 1989 - January 1999
Bethlehem Lutheran Ministries August 1979 - June 1989
Long Island Lutheran Middle & High School August 1978 - June 1979
Skills
Wealth Management, Strategic Financial..., Retirement, Investments, Estate Planning, Financial Advisory, Financial Services, Succession Planning, Series 7, Management, Insurance, Strategy, Wealth, Retirement Planning, Training, Plannning, Program Management, Life Insurance, Fundraising
Education
The American College 1993 — 2000
CLU, ChFC, Financial Planning
College for Financial Planning 1990 — 1992
CFP®, Estate, Business Succession, Charitable Planning
University of Denver - Daniels College of Business 1985 — 1988
MBA, Marketing, MIS
Metropolitan State University of Denver 1981 — 1984
Computer Science, Business
Concordia University, Nebraska 1973 — 1977
BSEd, Music
Milwaukee Lutheran High School 1969 — 1973
Thrivent Financial November 2009 - Present
American National Bank August 2007 - April 2009
Cherry Creek Toastmasters 2008 - 2009
TIAA-CREF 2001 - 2007
The Acacia Group/Sun Financial Group 1999 - 2000
Lutheran Brotherood / Thrivent May 1989 - January 1999
Bethlehem Lutheran Ministries August 1979 - June 1989
Long Island Lutheran Middle & High School August 1978 - June 1979
Skills
Wealth Management, Strategic Financial..., Retirement, Investments, Estate Planning, Financial Advisory, Financial Services, Succession Planning, Series 7, Management, Insurance, Strategy, Wealth, Retirement Planning, Training, Plannning, Program Management, Life Insurance, Fundraising
Education
The American College 1993 — 2000
CLU, ChFC, Financial Planning
College for Financial Planning 1990 — 1992
CFP®, Estate, Business Succession, Charitable Planning
University of Denver - Daniels College of Business 1985 — 1988
MBA, Marketing, MIS
Metropolitan State University of Denver 1981 — 1984
Computer Science, Business
Concordia University, Nebraska 1973 — 1977
BSEd, Music
Milwaukee Lutheran High School 1969 — 1973
Fanil Shah's TIAA-CREF Experience November 2013 - Present
Job Financial Industry Professional
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
Ally Financial Inc. February 2012 - November 2013
Cognilytics, Inc. April 2010 - February 2012
Wachovia, A Wells Fargo Company April 2008 - April 2010
Key Bank June 2004 - April 2008
Skills
Risk Management, Mergers, Project Management, Regulatory Capital, Stress Testing, Forecasting, Pricing, Banking, Credit Risk, Financial Risk, Financial Modeling, Basel II, Strategy, Strategic Planning, Analysis, Commercial Banking, Finance, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Retail Banking
Education
Cleveland State University 2003 — 2005
MBA, Finance
Ness Wadia College Of Commerce, Pune, India 1999 — 2003
Masters and Bachelors in Commerce, Banking and Finance
TIAA-CREF November 2013 - Present
Ally Financial Inc. February 2012 - November 2013
Cognilytics, Inc. April 2010 - February 2012
Wachovia, A Wells Fargo Company April 2008 - April 2010
Key Bank June 2004 - April 2008
Skills
Risk Management, Mergers, Project Management, Regulatory Capital, Stress Testing, Forecasting, Pricing, Banking, Credit Risk, Financial Risk, Financial Modeling, Basel II, Strategy, Strategic Planning, Analysis, Commercial Banking, Finance, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Retail Banking
Education
Cleveland State University 2003 — 2005
MBA, Finance
Ness Wadia College Of Commerce, Pune, India 1999 — 2003
Masters and Bachelors in Commerce, Banking and Finance
John Goodreds's TIAA-CREF Experience August 1996 - Present
Job Senior Director Natural Resources at TIAACREF
Industry Investment Management
Experience
TIAA-CREF August 1996 - Present
TIAA-CREF 2005 - August 2010
TIAA-CREF 1996 - 2005
NatWest USA 1987 - 1994
Skills
Portfolio Management, Private Placements, Private Equity, Investments, Valuation, Equities, Capital Markets
Education
Columbia Business School 1995 — 1996
MBA, Finance
Colgate University 1983 — 1987
TIAA-CREF August 1996 - Present
TIAA-CREF 2005 - August 2010
TIAA-CREF 1996 - 2005
NatWest USA 1987 - 1994
Skills
Portfolio Management, Private Placements, Private Equity, Investments, Valuation, Equities, Capital Markets
Education
Columbia Business School 1995 — 1996
MBA, Finance
Colgate University 1983 — 1987
Purnell Mills's TIAA-CREF Experience February 2015 - April 2015
Job IT Business Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
TIAA-CREF February 2015 - April 2015
Bank of America March 2013 - January 2015
Ally Financial Inc. October 2011 - January 2013
Wells Fargo Bank April 2010 - September 2011
JPMorgan Chase October 2006 - April 2010
Credit Suisse 2005 - 2006
Education
Colgate University 1976 — 1980
Bank of America June 2015 - Present
TIAA-CREF February 2015 - April 2015
Bank of America March 2013 - January 2015
Ally Financial Inc. October 2011 - January 2013
Wells Fargo Bank April 2010 - September 2011
JPMorgan Chase October 2006 - April 2010
Credit Suisse 2005 - 2006
Education
Colgate University 1976 — 1980
Davy Bannister's TIAA-CREF Experience December 2006 - Present
Job Director, Infrastructure Technology at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF December 2006 - Present
Family Dollar Stores 2003 - 2006
Education
Clemson University
Master of Science (MS), Mathematics
Clemson University
Bachelor of Science (BS), Mathematics
TIAA-CREF December 2006 - Present
Family Dollar Stores 2003 - 2006
Education
Clemson University
Master of Science (MS), Mathematics
Clemson University
Bachelor of Science (BS), Mathematics
Jim Brauer, CFP®'s TIAA-CREF Experience January 2014 - Present
Job Director, Individual Business Relationship Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
TIAA-CREF March 2012 - January 2014
TIAA-CREF November 2008 - March 2012
TIAA-CREF September 2005 - November 2008
Skills
Wealth Management, High Net Worth..., Wealth Management..., Series 7, Retirement Planning, Series 63, Retirement, Mutual Funds, IRAs, Investment Advisory, Estate Planning, CRM, Investments, Financial Services, Asset Allocation, Banking, Portfolio Management, Relationship Management, Financial Planning
Education
College for Financial Planning 2005 — 2007
Certified Financial Planner, Personal Financial Planning
Harding University 1993 — 1998
Bachelor of Science, Business Administration, Management
Benton High School 1989 — 1993
TIAA-CREF January 2014 - Present
TIAA-CREF March 2012 - January 2014
TIAA-CREF November 2008 - March 2012
TIAA-CREF September 2005 - November 2008
Skills
Wealth Management, High Net Worth..., Wealth Management..., Series 7, Retirement Planning, Series 63, Retirement, Mutual Funds, IRAs, Investment Advisory, Estate Planning, CRM, Investments, Financial Services, Asset Allocation, Banking, Portfolio Management, Relationship Management, Financial Planning
Education
College for Financial Planning 2005 — 2007
Certified Financial Planner, Personal Financial Planning
Harding University 1993 — 1998
Bachelor of Science, Business Administration, Management
Benton High School 1989 — 1993
Robert Pettigrew's TIAA-CREF Experience 2007 - 2008
Job Counterparty Credit Wells Fargo
Industry Banking
Experience
Wells Fargo March 2012 - Present
Ally Financial Inc. March 2010 - March 2012
ING Bank July 2009 - December 2010
Wells Fargo February 2008 - July 2009
TIAA-CREF 2007 - 2008
Bank of America April 2003 - March 2007
Education
Clemson University 1993 — 1997
Bachelor's degree, Accounting and Finance
Wells Fargo March 2012 - Present
Ally Financial Inc. March 2010 - March 2012
ING Bank July 2009 - December 2010
Wells Fargo February 2008 - July 2009
TIAA-CREF 2007 - 2008
Bank of America April 2003 - March 2007
Education
Clemson University 1993 — 1997
Bachelor's degree, Accounting and Finance
Alan G. Pierre's TIAA-CREF Experience September 2004 - November 2011
Job RETIRED
Industry Real Estate
Experience
LPL Financial June 2012 - April 2014
TIAA-CREF September 2004 - November 2011
Bank of America/Banc of America Securities 1994 - 2004
Salomon Brothers February 1987 - May 1994
Skills
SDLC, Business Analysis, Vendor Management, Data Warehousing, Business Intelligence, Strategy, Program Management, Enterprise Architecture, Management, Business Strategy, IT Management
Education
Clarkson University
MBA, Operations Management
State University of New York College at Potsdam
BA, Economics
LPL Financial June 2012 - April 2014
TIAA-CREF September 2004 - November 2011
Bank of America/Banc of America Securities 1994 - 2004
Salomon Brothers February 1987 - May 1994
Skills
SDLC, Business Analysis, Vendor Management, Data Warehousing, Business Intelligence, Strategy, Program Management, Enterprise Architecture, Management, Business Strategy, IT Management
Education
Clarkson University
MBA, Operations Management
State University of New York College at Potsdam
BA, Economics
Walker Gibson, CFA's TIAA-CREF Experience September 2014 - Present
Job Private Markets, TIAACREF Asset Mgmt
Industry Capital Markets
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF January 2010 - September 2014
Bank of America May 2008 - January 2010
Skills
Derivatives, Portfolio Management, Financial Modeling, Strategic Financial..., Investments, Civil War, Securities, Mutual Funds, Financial Risk, Microsoft Office
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
Bachelor of Science (BS), Summa Cum Laude, Corporate Finance
TIAA-CREF September 2014 - Present
TIAA-CREF January 2010 - September 2014
Bank of America May 2008 - January 2010
Skills
Derivatives, Portfolio Management, Financial Modeling, Strategic Financial..., Investments, Civil War, Securities, Mutual Funds, Financial Risk, Microsoft Office
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
Bachelor of Science (BS), Summa Cum Laude, Corporate Finance
Adam Maatman, CFP®'s TIAA-CREF Experience June 2013 - Present
Job Midwest/Southeast Relationship Manager Bank Product Distribution at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
TIAA-CREF August 2006 - June 2013
Skills
Retirement Planning, Wealth Management, Foundations, Endowments, Asset Allocation, Mutual Funds, Series 7, Investment Advisory, Series 63, Retirement, Investment Strategies, Strategic Financial..., Estate Planning, Fixed Annuities, Asset Management, Series 6, Investments, Securities, Portfolio Management, Financial Services, Life Insurance, Mortgage Lending, Loans, High Net Worth..., Mortgage Banking, Wealth Management..., Certified Financial..., Investment Management, Wealth, Wealth Accumulation, Retirement Plan..., ETFs, 401k, Financial Advisory, IRAs, Series 65
Education
College for Financial Planning
Certified Financial Planner
Colorado State University
Business, Finance
TIAA-CREF June 2013 - Present
TIAA-CREF August 2006 - June 2013
Skills
Retirement Planning, Wealth Management, Foundations, Endowments, Asset Allocation, Mutual Funds, Series 7, Investment Advisory, Series 63, Retirement, Investment Strategies, Strategic Financial..., Estate Planning, Fixed Annuities, Asset Management, Series 6, Investments, Securities, Portfolio Management, Financial Services, Life Insurance, Mortgage Lending, Loans, High Net Worth..., Mortgage Banking, Wealth Management..., Certified Financial..., Investment Management, Wealth, Wealth Accumulation, Retirement Plan..., ETFs, 401k, Financial Advisory, IRAs, Series 65
Education
College for Financial Planning
Certified Financial Planner
Colorado State University
Business, Finance
Matt Brookshire's TIAA-CREF Experience January 2011 - December 2011
Job Account Manager at Cardinal Solutions
Industry Information Technology and Services
Experience
Cardinal Solutions January 2013 - Present
Family Dollar January 2012 - January 2013
Cardinal Solutions July 2008 - January 2013
TIAA-CREF January 2011 - December 2011
Family Dollar May 2009 - December 2010
Wachovia January 2009 - April 2009
Family Dollar July 2008 - December 2008
Skills
Requirements Gathering, SQL, Testing, Unix, Quality Assurance, Business Analysis, SDLC, Visio, Process Improvement, SharePoint, Requirements Analysis, Project Management, Requirement..., Structured Documentation, Software Documentation, Leadership, Agile Project Management, Requirements..., Business Requirements, Analysis, Test Planning, Software Project..., Business Process, ERP, Agile Methodologies
Education
Clemson University 2002 — 2007
BS, Mgt Information Systems
Cardinal Solutions January 2013 - Present
Family Dollar January 2012 - January 2013
Cardinal Solutions July 2008 - January 2013
TIAA-CREF January 2011 - December 2011
Family Dollar May 2009 - December 2010
Wachovia January 2009 - April 2009
Family Dollar July 2008 - December 2008
Skills
Requirements Gathering, SQL, Testing, Unix, Quality Assurance, Business Analysis, SDLC, Visio, Process Improvement, SharePoint, Requirements Analysis, Project Management, Requirement..., Structured Documentation, Software Documentation, Leadership, Agile Project Management, Requirements..., Business Requirements, Analysis, Test Planning, Software Project..., Business Process, ERP, Agile Methodologies
Education
Clemson University 2002 — 2007
BS, Mgt Information Systems
Ashanti Edwards's TIAA-CREF Experience 2005 - 2005
Job Experienced Industrial Psychologist
Industry Research
Experience
Navy Personnel Research Studies & Technology September 2010 - October 2012
Personnel Board of Jefferson County October 2007 - September 2010
TIAA-CREF 2005 - 2005
Skills
360 Feedback, Job Analysis, Statistics, Training, SPSS, Interviews
Education
Clemson University - College of Business and Behavioral Science 2001 — 2008
PhD, psychology
Clemson University 2001 — 2004
MS, psychology
Florida Agricultural and Mechanical University 1997 — 2000
B.S., Psychology
Navy Personnel Research Studies & Technology September 2010 - October 2012
Personnel Board of Jefferson County October 2007 - September 2010
TIAA-CREF 2005 - 2005
Skills
360 Feedback, Job Analysis, Statistics, Training, SPSS, Interviews
Education
Clemson University - College of Business and Behavioral Science 2001 — 2008
PhD, psychology
Clemson University 2001 — 2004
MS, psychology
Florida Agricultural and Mechanical University 1997 — 2000
B.S., Psychology
Art Locklear, CRPS®'s TIAA-CREF Experience May 2007 - Present
Job Plan Compliance Consultant
Industry Financial Services
Experience
TIAA-CREF May 2007 - Present
United States Air Force May 1997 - August 2002
Skills
Marketing, Strategic Planning, Program Management, Leadership, Government, Change Management, Team Building, Contract Management, PowerPoint, Operations Management, Team Leadership, Business Development, Customer Service, Management, Microsoft Office, Training, Sales, Military, Process Improvement, Public Speaking, Project Management, Microsoft Excel, Security Clearance, Aviation, Financial Services, Analysis, Strategy, DoD, Leadership Development
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Certified Employee Benefits Specialist, CEBS
College for Financial Planning 2010 — 2011
Chartered Retirement Plans Specialist, CRPS
United States Air Force Academy 1994 — 1997
Social Sciences, Economics
TIAA-CREF May 2007 - Present
United States Air Force May 1997 - August 2002
Skills
Marketing, Strategic Planning, Program Management, Leadership, Government, Change Management, Team Building, Contract Management, PowerPoint, Operations Management, Team Leadership, Business Development, Customer Service, Management, Microsoft Office, Training, Sales, Military, Process Improvement, Public Speaking, Project Management, Microsoft Excel, Security Clearance, Aviation, Financial Services, Analysis, Strategy, DoD, Leadership Development
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Certified Employee Benefits Specialist, CEBS
College for Financial Planning 2010 — 2011
Chartered Retirement Plans Specialist, CRPS
United States Air Force Academy 1994 — 1997
Social Sciences, Economics
Jan S Gundersen's TIAA-CREF Experience 2012 - Present
Job Managing Director, Advice & Planning at TIAACREF
Industry Investment Management
Experience
TIAA-CREF 2012 - Present
BAC/ Merrill Lynch Wealth Management January 2009 - September 2012
Bank of America November 2008 - January 2009
Putnam Investments October 1999 - August 2005
Putnam Investments 1999 - 2005
Skills
CFA, Chartered Financial..., Business Development, Series 7, Alternative Investments, Product Management
Education
Texas A&M University 1994 — 1997
MS, Oceanography
Colgate University 1990 — 1994
BA, Geology/Physics
TIAA-CREF 2012 - Present
BAC/ Merrill Lynch Wealth Management January 2009 - September 2012
Bank of America November 2008 - January 2009
Putnam Investments October 1999 - August 2005
Putnam Investments 1999 - 2005
Skills
CFA, Chartered Financial..., Business Development, Series 7, Alternative Investments, Product Management
Education
Texas A&M University 1994 — 1997
MS, Oceanography
Colgate University 1990 — 1994
BA, Geology/Physics
John Wesley Scruggs's TIAA-CREF Experience January 2003 - November 2008
Job Director Negotiations at Premier
Industry Financial Services
Experience
D May 2013 - Present
Premier, Inc. January 2011 - May 2013
Premier, Inc. August 2009 - January 2011
TIAA-CREF January 2003 - November 2008
Edward Jones April 2000 - December 2002
Gaylord Conainer Corporation May 1999 - March 2000
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2006
MBA, Finance
Clemson University 1995 — 1999
BS, Financial Management
D May 2013 - Present
Premier, Inc. January 2011 - May 2013
Premier, Inc. August 2009 - January 2011
TIAA-CREF January 2003 - November 2008
Edward Jones April 2000 - December 2002
Gaylord Conainer Corporation May 1999 - March 2000
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2006
MBA, Finance
Clemson University 1995 — 1999
BS, Financial Management
Andrew Paland's TIAA-CREF Experience April 2014 - Present
Job Director Chief of Operations at TIAACREF
Industry Accounting
Experience
TIAA-CREF April 2014 - Present
UBS May 2011 - April 2014
Societe Generale April 2009 - May 2011
Citi March 2006 - December 2008
Education
Clemson University 1997 — 2001
BS, Accounting
Clemson University - College of Business and Behavioral Science 1997 — 2001
Bachelor of Science, Accounting
TIAA-CREF April 2014 - Present
UBS May 2011 - April 2014
Societe Generale April 2009 - May 2011
Citi March 2006 - December 2008
Education
Clemson University 1997 — 2001
BS, Accounting
Clemson University - College of Business and Behavioral Science 1997 — 2001
Bachelor of Science, Accounting
John E Koehler, CFP, ChFC, CLU, CRPC's TIAA-CREF Experience August 1991 - March 2004
Job Senior Vice President, Advanced Markets / Training & Development at Transamerica
Industry Financial Services
Experience
Transamerica July 2011 - Present
Jackson National Life Distributors LLC November 2005 - September 2011
Your Life Financial, LLC March 2004 - November 2005
TIAA-CREF August 1991 - March 2004
Skills
Retirement, Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Series 6, Investments, Wealth Management, Alternative Investments, Financial Services, Securities, 401k, Asset Allocation, Variable Annuities
Education
Clarkson University 1982 — 1986
BS, Economics & Finance
Transamerica July 2011 - Present
Jackson National Life Distributors LLC November 2005 - September 2011
Your Life Financial, LLC March 2004 - November 2005
TIAA-CREF August 1991 - March 2004
Skills
Retirement, Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Series 6, Investments, Wealth Management, Alternative Investments, Financial Services, Securities, 401k, Asset Allocation, Variable Annuities
Education
Clarkson University 1982 — 1986
BS, Economics & Finance
Don Denault's TIAA-CREF Experience February 2011 - Present
Job Field Consultant Cleveland at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2011 - Present
Charles Schwab October 2006 - February 2009
Charles Schwab December 1996 - October 2006
Skills
401k, Employee Benefits, Retirement, Retirement Planning, Strategic Financial..., Securities, Series 63, FINRA, Financial Services, Investments, Marketing
Education
Cleveland State University 1996 — 2006
BA, Finance
TIAA-CREF February 2011 - Present
Charles Schwab October 2006 - February 2009
Charles Schwab December 1996 - October 2006
Skills
401k, Employee Benefits, Retirement, Retirement Planning, Strategic Financial..., Securities, Series 63, FINRA, Financial Services, Investments, Marketing
Education
Cleveland State University 1996 — 2006
BA, Finance
Mitchell Falter's TIAA-CREF Experience April 2007 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2007 - Present
Education
Clark University 1991 — 1995
BA, International Development
TIAA-CREF April 2007 - Present
Education
Clark University 1991 — 1995
BA, International Development
Doug Fourspring, PMP's TIAA-CREF Experience August 2009 - February 2012
Job Sr IT Project Manager at Optum Technology
Industry Information Technology and Services
Experience
UnitedHealth Group March 2015 - Present
Michelin April 2014 - March 2015
UnitedHealth Group January 2012 - April 2014
TIAA-CREF August 2009 - February 2012
Advance America April 2008 - March 2009
MetLife June 2004 - March 2008
Ahold Information Services August 2002 - May 2004
Skills
Project Management, PMO, SDLC, Information Technology, EPM, PMP, Leadership, Certified Project..., Management, Business Analysis, Project Portfolio..., Visio, Business Intelligence, Vendor Management, IT Strategy, Business Process...
Education
Clemson University 1981 — 1985
BS, Computer Science
UnitedHealth Group March 2015 - Present
Michelin April 2014 - March 2015
UnitedHealth Group January 2012 - April 2014
TIAA-CREF August 2009 - February 2012
Advance America April 2008 - March 2009
MetLife June 2004 - March 2008
Ahold Information Services August 2002 - May 2004
Skills
Project Management, PMO, SDLC, Information Technology, EPM, PMP, Leadership, Certified Project..., Management, Business Analysis, Project Portfolio..., Visio, Business Intelligence, Vendor Management, IT Strategy, Business Process...
Education
Clemson University 1981 — 1985
BS, Computer Science
Dave Grazier's TIAA-CREF Experience September 2007 - Present
Job Director, Participant Values Group & Centralized Adjustments at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2007 - Present
J.P. Morgan Retirement Plan Services January 2000 - August 2007
Skills
Strategic Financial..., Investments, 401k, Business Analysis, Management, Mutual Funds, Retirement, Strategy, Asset Managment, Series 63, Process Improvement, Leadership
Education
Clemson University 1988 — 1992
Managment - Production Operations & Quality Control
TIAA-CREF September 2007 - Present
J.P. Morgan Retirement Plan Services January 2000 - August 2007
Skills
Strategic Financial..., Investments, 401k, Business Analysis, Management, Mutual Funds, Retirement, Strategy, Asset Managment, Series 63, Process Improvement, Leadership
Education
Clemson University 1988 — 1992
Managment - Production Operations & Quality Control
Anthony Koehler's TIAA-CREF Experience February 2014 - Present
Job at
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
Charles Schwab January 2000 - January 2014
Skills
Certified Financial..., Wealth Management, Series 7, FINRA, Series 63, Financial Planning, Retirement, Investment Advisory, Relationship Management, Financial Advisory, Investment Management, Portfolio Management, Investments, Finance, Mutual Funds, Financial Services, Asset Allocation, Securities, Retirement Planning, Fixed Income, Equities, Asset Management, Investment Strategies, 401k, Estate Planning
Education
Grand Valley State University 2007 — 2010
MBA, Business Management
College for Financial Planning 2005 — 2006
CFP, Certified Financial Planner
Michigan Technological University 1995 — 1999
BS, Business Administration
TIAA-CREF February 2014 - Present
Charles Schwab January 2000 - January 2014
Skills
Certified Financial..., Wealth Management, Series 7, FINRA, Series 63, Financial Planning, Retirement, Investment Advisory, Relationship Management, Financial Advisory, Investment Management, Portfolio Management, Investments, Finance, Mutual Funds, Financial Services, Asset Allocation, Securities, Retirement Planning, Fixed Income, Equities, Asset Management, Investment Strategies, 401k, Estate Planning
Education
Grand Valley State University 2007 — 2010
MBA, Business Management
College for Financial Planning 2005 — 2006
CFP, Certified Financial Planner
Michigan Technological University 1995 — 1999
BS, Business Administration
Joseph Saadi's TIAA-CREF Experience June 2011 - Present
Job Managing Director, Trust Administration at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
JPMorgan Chase & Co January 2007 - September 2010
Merrill Lynch January 2003 - December 2006
RR Donnelley January 2000 - January 2002
Bowne & Co., Inc January 1996 - January 2000
Ohio Attorney General's Office January 1992 - January 1996
Skills
Wealth Management, Series 7, Mutual Funds, Series 63, Risk Management, Portfolio Management, Financial Services, Investment Advisory, Investments, Wealth Management..., Asset Management, Relationship Management, High Net Worth..., Asset Managment, Capital Markets, Strategic Financial..., Equities, Estate Planning, Insurance, Investment Management, Private Banking, IRAs, Bonds, Uniform Combined State..., Consultative Sales..., Team Management, Business Development
Education
Cleveland State University - Cleveland-Marshall College of Law 1986 — 1989
JD
John Carroll University 1982 — 1986
Bachelor of Science, Business Administration
Ursuline High School
TIAA-CREF June 2011 - Present
JPMorgan Chase & Co January 2007 - September 2010
Merrill Lynch January 2003 - December 2006
RR Donnelley January 2000 - January 2002
Bowne & Co., Inc January 1996 - January 2000
Ohio Attorney General's Office January 1992 - January 1996
Skills
Wealth Management, Series 7, Mutual Funds, Series 63, Risk Management, Portfolio Management, Financial Services, Investment Advisory, Investments, Wealth Management..., Asset Management, Relationship Management, High Net Worth..., Asset Managment, Capital Markets, Strategic Financial..., Equities, Estate Planning, Insurance, Investment Management, Private Banking, IRAs, Bonds, Uniform Combined State..., Consultative Sales..., Team Management, Business Development
Education
Cleveland State University - Cleveland-Marshall College of Law 1986 — 1989
JD
John Carroll University 1982 — 1986
Bachelor of Science, Business Administration
Ursuline High School
Biju Kurian's TIAA-CREF Experience June 2005 - May 2007
Job BRMS (ILog JRules/ODM) SOA BPM Enterprise Architect / Sr Consultant
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Monsanto Company October 2013 - October 2014
Walgreens March 2013 - October 2013
JPMorgan Chase April 2012 - March 2013
Bank of America May 2010 - March 2012
MasterCard July 2007 - November 2009
TIAA-CREF June 2005 - May 2007
Princeton eCom October 2004 - June 2005
AT&T May 2004 - September 2004
Business Software Solutions March 2001 - May 2004
Skills
DB2, SDLC, ILOG, Websphere, Java Enterprise Edition, OOAD, OOP, AOP, C++, Java, J2EE, Security, Siteminder, TAM, TFIM, Spring, Oracle, SOA, Agile Methodologies, Web Services, RUP, XP, TDD, Design Patterns, BRMS, JRules, WODM, ODM, IBM BPM, Software Design, Integration, Enterprise Architecture, Business Process Design, WebSphere
Education
Cochin University of Science and Technology 1993 — 1997
B Tech, Computer Engineering
Wells Fargo January 2015 - Present
Monsanto Company October 2013 - October 2014
Walgreens March 2013 - October 2013
JPMorgan Chase April 2012 - March 2013
Bank of America May 2010 - March 2012
MasterCard July 2007 - November 2009
TIAA-CREF June 2005 - May 2007
Princeton eCom October 2004 - June 2005
AT&T May 2004 - September 2004
Business Software Solutions March 2001 - May 2004
Skills
DB2, SDLC, ILOG, Websphere, Java Enterprise Edition, OOAD, OOP, AOP, C++, Java, J2EE, Security, Siteminder, TAM, TFIM, Spring, Oracle, SOA, Agile Methodologies, Web Services, RUP, XP, TDD, Design Patterns, BRMS, JRules, WODM, ODM, IBM BPM, Software Design, Integration, Enterprise Architecture, Business Process Design, WebSphere
Education
Cochin University of Science and Technology 1993 — 1997
B Tech, Computer Engineering
Helene Moll, CFP®'s TIAA-CREF Experience July 2006 - April 2012
Job Financial Planner, SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank July 2012 - Present
TIAA-CREF July 2006 - April 2012
Bank of America 2004 - 2006
Bank of America 2003 - 2004
Skills
Retirement Planning, Sales Metrics, Training & Development, Wealth Management, Financial Analysis, Banking, Financial Services, Strategic Financial..., Investments, Employee Training, Finance, Retirement, Series 7, Financial Planning
Education
Clemson University 1990 — 1994
Bachelor of Science, Financial Management
SunTrust Bank July 2012 - Present
TIAA-CREF July 2006 - April 2012
Bank of America 2004 - 2006
Bank of America 2003 - 2004
Skills
Retirement Planning, Sales Metrics, Training & Development, Wealth Management, Financial Analysis, Banking, Financial Services, Strategic Financial..., Investments, Employee Training, Finance, Retirement, Series 7, Financial Planning
Education
Clemson University 1990 — 1994
Bachelor of Science, Financial Management
Pushkaraj Phatak's TIAA-CREF Experience September 2012 - May 2013
Job Sr. Business System Analyst / Consultant at U.S. Bank
Industry Financial Services
Experience
U.S. Bank June 2013 - Present
Cognizant Technology Solutions - Business Consulting September 2012 - Present
TIAA-CREF September 2012 - May 2013
BNY Mellon Capital Management April 2012 - August 2012
Cleveland State University January 2011 - December 2011
Citibank March 2008 - August 2009
Royal Bank of Scotland May 2004 - March 2008
Skills
Business Analysis, Requirements Gathering, Wealth Management, Functional Requirements, Requirements Analysis, Portfolio Management, Investments, KYC & AML, Business Process..., Data Analysis, Retail Banking, Use Case Analysis, Functional..., Elicitation, BRD, FRD, Financial Modeling, Gap Analysis, Process Flow..., SQL, User Acceptance Testing, System Testing, Regression Testing, Equities, UML Tools, Root Cause Analysis, Incident Management, Data Mapping, Functional Testing, End User Training, Production Support, Asset Management, Strategic Financial..., Financial Markets, Manage Client..., Investment Advisory, Investment Management, Asset Allocation, Business Process..., Consultative Sales...
Education
Cleveland State University
MBA, Finance
The Maharaja Sayajirao University of Baroda
B.Com, Accounting & Auditing
U.S. Bank June 2013 - Present
Cognizant Technology Solutions - Business Consulting September 2012 - Present
TIAA-CREF September 2012 - May 2013
BNY Mellon Capital Management April 2012 - August 2012
Cleveland State University January 2011 - December 2011
Citibank March 2008 - August 2009
Royal Bank of Scotland May 2004 - March 2008
Skills
Business Analysis, Requirements Gathering, Wealth Management, Functional Requirements, Requirements Analysis, Portfolio Management, Investments, KYC & AML, Business Process..., Data Analysis, Retail Banking, Use Case Analysis, Functional..., Elicitation, BRD, FRD, Financial Modeling, Gap Analysis, Process Flow..., SQL, User Acceptance Testing, System Testing, Regression Testing, Equities, UML Tools, Root Cause Analysis, Incident Management, Data Mapping, Functional Testing, End User Training, Production Support, Asset Management, Strategic Financial..., Financial Markets, Manage Client..., Investment Advisory, Investment Management, Asset Allocation, Business Process..., Consultative Sales...
Education
Cleveland State University
MBA, Finance
The Maharaja Sayajirao University of Baroda
B.Com, Accounting & Auditing
Carolyn Robin's TIAA-CREF Experience February 2008 - Present
Job Financial Planner, Retirement Specialist, Management and Benefits Administration.
Industry Financial Services
Experience
TIAA-CREF February 2008 - Present
TIAA-CREF August 2006 - February 2008
Worrell Agency - Northwestern Mutual August 2005 - April 2006
Worrell Agency - Northwestern Mutual January 2005 - August 2005
Healtheon Corp - Dental Division August 2001 - December 2003
Healtheon Corp - Dental Division February 1997 - August 2001
Skills
Strategic Financial..., Financial Services, Retirement Planning, Retirement Benefits, Account Management, Management, Organizational...
Education
Georgia State University
M.S, PERSONAL FINANCIAL PLANNING
Clemson University
B.S, FINANCIAL MANAGEMENT
TIAA-CREF February 2008 - Present
TIAA-CREF August 2006 - February 2008
Worrell Agency - Northwestern Mutual August 2005 - April 2006
Worrell Agency - Northwestern Mutual January 2005 - August 2005
Healtheon Corp - Dental Division August 2001 - December 2003
Healtheon Corp - Dental Division February 1997 - August 2001
Skills
Strategic Financial..., Financial Services, Retirement Planning, Retirement Benefits, Account Management, Management, Organizational...
Education
Georgia State University
M.S, PERSONAL FINANCIAL PLANNING
Clemson University
B.S, FINANCIAL MANAGEMENT
Heather Carlson, MBA, MS, CRPS's TIAA-CREF Experience September 2013 - Present
Job
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF June 2013 - September 2013
TIAA-CREF June 2010 - June 2013
TIAA-CREF December 2006 - June 2010
High Country Radio Network July 2004 - May 2005
Skills
Training, Business Analysis, Business Process..., Leadership, Process Improvement
Education
University of Colorado Denver 2007 — 2009
Karlsruhe Universität 2002 — 2003
College for Financial Planning
Chartered Retirement Plans Specialist (CRPS)
University of Northern Colorado
TIAA-CREF September 2013 - Present
TIAA-CREF June 2013 - September 2013
TIAA-CREF June 2010 - June 2013
TIAA-CREF December 2006 - June 2010
High Country Radio Network July 2004 - May 2005
Skills
Training, Business Analysis, Business Process..., Leadership, Process Improvement
Education
University of Colorado Denver 2007 — 2009
Karlsruhe Universität 2002 — 2003
College for Financial Planning
Chartered Retirement Plans Specialist (CRPS)
University of Northern Colorado
David Ricci's TIAA-CREF Experience 1988 - 1992
Job Fixed Income Structured Finance Portfolio Manager at MEAG New York Corporation
Industry Investment Management
Experience
MEAG New York Corporation July 2015 - Present
KLS Diversified Asset Management LP July 2008 - January 2011
Munich Re Capital Management (MEAG NY Corporation) February 2001 - June 2008
CGA Investment Management 1999 - 2000
Alliance Capital 1998 - 1999
Hyperion Capital Management October 1992 - June 1998
TIAA-CREF 1988 - 1992
Skills
CMBS, MBS, ABS, Structured Finance, Fixed Income, Derivatives, Trading, Mortgage, Securitization, Portfolio Management, Asset Management, Residential Mortgages, Commercial Mortgages, Structured Products, Securities, Capital Markets, Hedge Funds, Investment Management, Valuation, Equities, Investments, Credit, Mutual Funds, Risk Management, Asset-backed..., Asset Allocation, Commercial Real Estate
Education
New York University 1986 — 1989
M.B.A., Finance, Accounting
Colgate University 1982 — 1986
B.A., Economics
MEAG New York Corporation July 2015 - Present
KLS Diversified Asset Management LP July 2008 - January 2011
Munich Re Capital Management (MEAG NY Corporation) February 2001 - June 2008
CGA Investment Management 1999 - 2000
Alliance Capital 1998 - 1999
Hyperion Capital Management October 1992 - June 1998
TIAA-CREF 1988 - 1992
Skills
CMBS, MBS, ABS, Structured Finance, Fixed Income, Derivatives, Trading, Mortgage, Securitization, Portfolio Management, Asset Management, Residential Mortgages, Commercial Mortgages, Structured Products, Securities, Capital Markets, Hedge Funds, Investment Management, Valuation, Equities, Investments, Credit, Mutual Funds, Risk Management, Asset-backed..., Asset Allocation, Commercial Real Estate
Education
New York University 1986 — 1989
M.B.A., Finance, Accounting
Colgate University 1982 — 1986
B.A., Economics
Greg Caulfield's TIAA-CREF Experience July 2015 - Present
Job Technical Associate at TIAACREF
Industry Computer Software
Experience
TIAA-CREF July 2015 - Present
TIAA-CREF June 2014 - August 2014
Clemson University May 2013 - August 2013
Skills
C++, Java, Programming, HTML, C, Microsoft Office, Windows, Microsoft Excel
Education
Clemson University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
TIAA-CREF July 2015 - Present
TIAA-CREF June 2014 - August 2014
Clemson University May 2013 - August 2013
Skills
C++, Java, Programming, HTML, C, Microsoft Office, Windows, Microsoft Excel
Education
Clemson University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Mark Dephtereos's TIAA-CREF Experience 1991 - 1999
Job Global Business Manager at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2012 - Present
US Trust - Bank of America Private Wealth January 2011 - September 2012
Bank of America Merrill Lynch 2007 - 2010
Ryan Beck & Co. 1999 - 2007
TIAA-CREF 1991 - 1999
Education
Clarkson University
BS
Barclays Capital September 2012 - Present
US Trust - Bank of America Private Wealth January 2011 - September 2012
Bank of America Merrill Lynch 2007 - 2010
Ryan Beck & Co. 1999 - 2007
TIAA-CREF 1991 - 1999
Education
Clarkson University
BS
Paul Abramson's TIAA-CREF Experience September 2011 - Present
Job Finance Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2011 - Present
AMEC November 2008 - July 2011
TIAA-CREF June 2006 - November 2008
Scottish Re January 2000 - June 2006
Transamerica Reinsurance April 1992 - January 2000
Education
Clemson University 1987 — 1991
Bachelor of Science, Accounting
TIAA-CREF September 2011 - Present
AMEC November 2008 - July 2011
TIAA-CREF June 2006 - November 2008
Scottish Re January 2000 - June 2006
Transamerica Reinsurance April 1992 - January 2000
Education
Clemson University 1987 — 1991
Bachelor of Science, Accounting
Simon D. Stokes's TIAA-CREF Experience April 2008 - Present
Job Sr Indv Investment Analyst, TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2008 - Present
Vanguard October 2007 - April 2008
Education
Clemson University
Bachelor of Science (BS), Electrical Engineering, 3.0/4.0
TIAA-CREF April 2008 - Present
Vanguard October 2007 - April 2008
Education
Clemson University
Bachelor of Science (BS), Electrical Engineering, 3.0/4.0
Connie Hill's TIAA-CREF Experience July 2015 - Present
Job Consultant
Industry Insurance
Experience
TIAA-CREF July 2015 - Present
Athene Annuity & Life Assurance Company April 2011 - April 2015
Athene Annuity & Life Assurance Company December 1981 - April 2015
Skills
Accounting, Financial Reporting, US GAAP, Financial Accounting, Financial Analysis, Investments, Statutory Accounting, PAM for Securities, PAM for Mortgages, AssureNet, SAP Ledger, PeopleSoft, Derivatives, Microsoft Excel, Microsoft Word, TCP/IP, Financial Statements, General Ledger
Education
Clemson University 1978 — 1981
Bachelor's degree, BS Accounting
TIAA-CREF July 2015 - Present
Athene Annuity & Life Assurance Company April 2011 - April 2015
Athene Annuity & Life Assurance Company December 1981 - April 2015
Skills
Accounting, Financial Reporting, US GAAP, Financial Accounting, Financial Analysis, Investments, Statutory Accounting, PAM for Securities, PAM for Mortgages, AssureNet, SAP Ledger, PeopleSoft, Derivatives, Microsoft Excel, Microsoft Word, TCP/IP, Financial Statements, General Ledger
Education
Clemson University 1978 — 1981
Bachelor's degree, BS Accounting
Madeline Thomas's TIAA-CREF Experience October 2014 - Present
Job Marketing Associate for TIAACREF (Accrue Partners)
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
Arthritis Foundation September 2014 - October 2014
Arthritis Foundation- Mid Atlantic Region August 2013 - September 2014
Atlantic Foot & Ankle Specialists April 2012 - August 2013
Doctors Care, P.A. January 2011 - April 2012
Skills
Networking, Facebook, Social Networking, Email Marketing, Microsoft Office, Illustrator, Microsoft Excel, Social Media Marketing, Social Media, Internal & External..., Marketing, Customer Service, Public Relations, Blogging, Google Analytics, SEO, Google Adwords, Microsoft Word, Twitter, Kintera, Creative Writing, Organization, Time Management, Photoshop, WordPress, Online Marketing, Editing, Employee Wellness, Press Releases, CMS, SharePoint, Traknet
Education
Coastal Carolina University 2008 — 2011
Bachelor of Science (BS), Health Promotion
Frostburg State University 2007 — 2008
University of Dayton 2006 — 2007
TIAA-CREF October 2014 - Present
Arthritis Foundation September 2014 - October 2014
Arthritis Foundation- Mid Atlantic Region August 2013 - September 2014
Atlantic Foot & Ankle Specialists April 2012 - August 2013
Doctors Care, P.A. January 2011 - April 2012
Skills
Networking, Facebook, Social Networking, Email Marketing, Microsoft Office, Illustrator, Microsoft Excel, Social Media Marketing, Social Media, Internal & External..., Marketing, Customer Service, Public Relations, Blogging, Google Analytics, SEO, Google Adwords, Microsoft Word, Twitter, Kintera, Creative Writing, Organization, Time Management, Photoshop, WordPress, Online Marketing, Editing, Employee Wellness, Press Releases, CMS, SharePoint, Traknet
Education
Coastal Carolina University 2008 — 2011
Bachelor of Science (BS), Health Promotion
Frostburg State University 2007 — 2008
University of Dayton 2006 — 2007
Mitch Falter's TIAA-CREF Experience April 2007 - Present
Job Senior Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2007 - Present
Education
Clark University
Bachelor's degree
TIAA-CREF April 2007 - Present
Education
Clark University
Bachelor's degree
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