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
Abigail Piper Abigail Piper's TIAA-CREF Experience November 2013 - February 2015
Job Lighting Sales Representative
Industry Design
Experience
YLighting February 2015 - Present
TIAA-CREF November 2013 - February 2015
Urban Lights September 2012 - November 2013
Charles Schwab January 2010 - September 2012
Northstar Lighting Design March 2007 - February 2011
Skills
InDesign, Customer Service, Lighting, Social Media Marketing, Sales, New Business Development, Interior Design
Education
Colorado State University 1999 — 2005
Bachelor's, Technical Journalism
YLighting February 2015 - Present
TIAA-CREF November 2013 - February 2015
Urban Lights September 2012 - November 2013
Charles Schwab January 2010 - September 2012
Northstar Lighting Design March 2007 - February 2011
Skills
InDesign, Customer Service, Lighting, Social Media Marketing, Sales, New Business Development, Interior Design
Education
Colorado State University 1999 — 2005
Bachelor's, Technical Journalism
Hazel Lanzona Hazel Lanzona's TIAA-CREF Experience September 2012 - August 2013
Job Consultant, Presales CA Technologies
Industry Information Technology and Services
Experience
CA Technologies July 2014 - Present
Cushman & Wakefield at Ericsson August 2013 - July 2014
TIAA-CREF September 2012 - August 2013
Michael Kors August 2012 - February 2013
Sunglass Hut January 2011 - September 2012
Skills
SaaS, Sales, Cloud Applications, Data Analysis, Cloud Computing, Team Leadership, Customer Service, Time Management, MS Excel Pivot Tables, MS Visio, Data Entry, Database Admin, Business Analysis, Direct Sales, Bilingual, Visio, SAP, PowerPoint, Access, Software Documentation, Finance, Teamwork, Leadership, Management, Microsoft Office, Microsoft Word, Public Speaking
Education
The University of Texas at Dallas 2010 — 2013
Bachelor of Science (B.S.), Management Information Systems, General
Collin County Community College 2008 — 2010
Associate of Arts (A.A.)
CA Technologies July 2014 - Present
Cushman & Wakefield at Ericsson August 2013 - July 2014
TIAA-CREF September 2012 - August 2013
Michael Kors August 2012 - February 2013
Sunglass Hut January 2011 - September 2012
Skills
SaaS, Sales, Cloud Applications, Data Analysis, Cloud Computing, Team Leadership, Customer Service, Time Management, MS Excel Pivot Tables, MS Visio, Data Entry, Database Admin, Business Analysis, Direct Sales, Bilingual, Visio, SAP, PowerPoint, Access, Software Documentation, Finance, Teamwork, Leadership, Management, Microsoft Office, Microsoft Word, Public Speaking
Education
The University of Texas at Dallas 2010 — 2013
Bachelor of Science (B.S.), Management Information Systems, General
Collin County Community College 2008 — 2010
Associate of Arts (A.A.)
Becky Buckingham Becky Buckingham's TIAA-CREF Experience 2009 - 2013
Job
Industry Financial Services
Experience
TIAA-CREF 2009 - 2013
TIAA-CREF 2005 - 2009
TIAA-CREF 1997 - 2005
XChange Publishing Systems 1995 - 1996
Skills
Customer Relations, Customer Service, Wealth Management, Call Center, Process Improvement, Operations Management, Sales Operations, Innovation, Leadership, Problem Solving, Strategic Planning, Series 7, Customer Escalation..., Cross-functional Team..., Business Process, Management, Change Management, Vendor Management, Team Building, Risk Management, CRM, Performance Management, Call Centers, Financial Services, Business Analysis, Retirement, Retirement Planning, Insurance, Executive Management, Relationship Management, Financial Advisory, 401k, Asset Allocation, Portfolio Management, Pensions, Securities, Series 63, Investment Management, Strategic Financial..., Investment Advisory, FINRA, Wealth Management..., Financial Planning
Education
Colorado State University
Bachelor of Arts (BA)
TIAA-CREF 2009 - 2013
TIAA-CREF 2005 - 2009
TIAA-CREF 1997 - 2005
XChange Publishing Systems 1995 - 1996
Skills
Customer Relations, Customer Service, Wealth Management, Call Center, Process Improvement, Operations Management, Sales Operations, Innovation, Leadership, Problem Solving, Strategic Planning, Series 7, Customer Escalation..., Cross-functional Team..., Business Process, Management, Change Management, Vendor Management, Team Building, Risk Management, CRM, Performance Management, Call Centers, Financial Services, Business Analysis, Retirement, Retirement Planning, Insurance, Executive Management, Relationship Management, Financial Advisory, 401k, Asset Allocation, Portfolio Management, Pensions, Securities, Series 63, Investment Management, Strategic Financial..., Investment Advisory, FINRA, Wealth Management..., Financial Planning
Education
Colorado State University
Bachelor of Arts (BA)
Stefani Carroll Stefani Carroll's TIAA-CREF Experience August 2011 - October 2012
Job Sr. Regional Human Resources Manager
Industry Human Resources
Experience
Sprouts Farmers Market November 2014 - Present
Independent HR Consultant May 2014 - Present
ERM: Environmental Resources Management October 2012 - May 2014
TIAA-CREF August 2011 - October 2012
PricewaterhouseCoopers July 2005 - May 2011
FMI Corporation August 2003 - July 2005
Ernst & Young October 1998 - August 2003
Skills
Acquisition Integration, Business Operations, Succession Planning, Talent Management, Performance Management, Organizational Design, Employee Relations, Organizational..., Organizational..., Leadership Development, Deferred Compensation, Change Management, Workforce Planning, Executive Coaching, Management Consulting, Employee Engagement, Performance Improvement, HR Policies, Employee Benefits, HR Transformation, Coaching, Strategy, Business Process..., Management, Training, Strategic Planning, Executive Management, Onboarding, HRIS, 360 Feedback, Human Capital
Education
Colorado Christian University 1999 — 2001
BS, Organizational Management; Human Resources
Sprouts Farmers Market November 2014 - Present
Independent HR Consultant May 2014 - Present
ERM: Environmental Resources Management October 2012 - May 2014
TIAA-CREF August 2011 - October 2012
PricewaterhouseCoopers July 2005 - May 2011
FMI Corporation August 2003 - July 2005
Ernst & Young October 1998 - August 2003
Skills
Acquisition Integration, Business Operations, Succession Planning, Talent Management, Performance Management, Organizational Design, Employee Relations, Organizational..., Organizational..., Leadership Development, Deferred Compensation, Change Management, Workforce Planning, Executive Coaching, Management Consulting, Employee Engagement, Performance Improvement, HR Policies, Employee Benefits, HR Transformation, Coaching, Strategy, Business Process..., Management, Training, Strategic Planning, Executive Management, Onboarding, HRIS, 360 Feedback, Human Capital
Education
Colorado Christian University 1999 — 2001
BS, Organizational Management; Human Resources
Nino A. Diaz's TIAA-CREF Experience September 2011 - Present
Job Manager, Client Services Group at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2011 - Present
TIAA-CREF September 2009 - September 2011
TIAA-CREF March 2007 - September 2009
Charles Schwab December 2002 - November 2006
Anthem January 2000 - December 2002
Skills
Customer Service, Operations Management, Finance, Retirement, Health Insurance, Talent Developer, Operational Efficiency, Organizational..., Process Improvement, Problem Solving, Collaborative Leadership, Organizational..., Policy, Financial Services
Education
Colorado State University 2013 — 2015
Master of Business Administration (M.B.A.)
Colorado State University 2011 — 2012
Bachelor of Science (B.S.), Organizational Leadership with an emphasis in Finance
TIAA-CREF September 2011 - Present
TIAA-CREF September 2009 - September 2011
TIAA-CREF March 2007 - September 2009
Charles Schwab December 2002 - November 2006
Anthem January 2000 - December 2002
Skills
Customer Service, Operations Management, Finance, Retirement, Health Insurance, Talent Developer, Operational Efficiency, Organizational..., Process Improvement, Problem Solving, Collaborative Leadership, Organizational..., Policy, Financial Services
Education
Colorado State University 2013 — 2015
Master of Business Administration (M.B.A.)
Colorado State University 2011 — 2012
Bachelor of Science (B.S.), Organizational Leadership with an emphasis in Finance
Brendan McCaw's TIAA-CREF Experience July 1995 - December 2008
Job Associate Broker Preferred Partners Realty,Inc
Industry Real Estate
Experience
Preferred Partners Realty, Inc July 2015 - Present
King Street Events July 2015 - Present
Brendan McCaw Photography January 2013 - Present
King Street Music Productions January 2014 - Present
Self Employed December 2008 - Present
Your Castle Real Estate April 2013 - July 2015
Keller Williams Denver Central July 2011 - April 2013
TIAA-CREF July 1995 - December 2008
Janus Capital Group June 1990 - July 1995
Skills
Real Estate, Investments, Negotiation, Selling, Investors, Sellers, Retirement Planning, Real Estate Transactions, Retirement, Investment Strategies, Investment Properties, Finance, Foreclosures, First Time Home Buyers, Short Sales, Customer Service, Residential Homes, Sales, Single Family Homes, REO, Real Estate Development, Buyer Representation, Wealth, Asset Management, Referrals, Commercial Real Estate, Buyers, Brokerage
Education
IADR Global 2009 — 2009
Mediation
Colorado State University 1985 — 1989
BA, Political Science
Preferred Partners Realty, Inc July 2015 - Present
King Street Events July 2015 - Present
Brendan McCaw Photography January 2013 - Present
King Street Music Productions January 2014 - Present
Self Employed December 2008 - Present
Your Castle Real Estate April 2013 - July 2015
Keller Williams Denver Central July 2011 - April 2013
TIAA-CREF July 1995 - December 2008
Janus Capital Group June 1990 - July 1995
Skills
Real Estate, Investments, Negotiation, Selling, Investors, Sellers, Retirement Planning, Real Estate Transactions, Retirement, Investment Strategies, Investment Properties, Finance, Foreclosures, First Time Home Buyers, Short Sales, Customer Service, Residential Homes, Sales, Single Family Homes, REO, Real Estate Development, Buyer Representation, Wealth, Asset Management, Referrals, Commercial Real Estate, Buyers, Brokerage
Education
IADR Global 2009 — 2009
Mediation
Colorado State University 1985 — 1989
BA, Political Science
Christy Noulin Christy Noulin's TIAA-CREF Experience 1998 - 2000
Job
Industry Hospital & Health Care
Experience
Level 3 Communications January 2013 - September 2013
Slalom Consulting July 2012 - December 2012
Deloitte July 2008 - July 2012
Deloitte February 2006 - July 2008
BearingPoint April 2004 - January 2006
TIAA-CREF 1998 - 2000
Skills
Business Process..., Workforce Planning, Survey Design, Human Capital Management, Analytics, Process Improvement, Strategic Planning, Organizational..., Performance Management, Team Building, Organizational Design, Business Analysis, Problem Solving, Process Engineering, Management Consulting, Business Strategy, Change Management, Organizational..., Operational Efficiency, Efficiency Improvement, Human Capital Strategy, PMP, Lean Initiatives, Data Analysis, Workforce Development, Focus Groups, Delivering Results, SharePoint, Human Capital, Performance Improvement, Program Management, Analysis, Training, Strategy, Policy, Project Management, Requirements Analysis, Software Documentation
Education
University of Colorado at Denver 2000 — 2001
MBA, Change Management
Colorado State University 1994 — 1998
BS, Mathematics (Actuarial Science), Statistics
Level 3 Communications January 2013 - September 2013
Slalom Consulting July 2012 - December 2012
Deloitte July 2008 - July 2012
Deloitte February 2006 - July 2008
BearingPoint April 2004 - January 2006
TIAA-CREF 1998 - 2000
Skills
Business Process..., Workforce Planning, Survey Design, Human Capital Management, Analytics, Process Improvement, Strategic Planning, Organizational..., Performance Management, Team Building, Organizational Design, Business Analysis, Problem Solving, Process Engineering, Management Consulting, Business Strategy, Change Management, Organizational..., Operational Efficiency, Efficiency Improvement, Human Capital Strategy, PMP, Lean Initiatives, Data Analysis, Workforce Development, Focus Groups, Delivering Results, SharePoint, Human Capital, Performance Improvement, Program Management, Analysis, Training, Strategy, Policy, Project Management, Requirements Analysis, Software Documentation
Education
University of Colorado at Denver 2000 — 2001
MBA, Change Management
Colorado State University 1994 — 1998
BS, Mathematics (Actuarial Science), Statistics
John Weger's TIAA-CREF Experience November 2006 - December 2012
Job VP Process Excellence
Industry Computer Software
Experience
Symantec December 2012 - Present
TIAA-CREF November 2006 - December 2012
TrueLogic Financial Corp May 2005 - November 2006
Intuit June 2002 - May 2005
NAREX, Inc July 2001 - June 2002
Rhythms NetConnections July 2000 - June 2001
General Electric August 1997 - July 2000
United States Navy January 1989 - July 1997
Skills
Business Strategy, Program Management, Project Management, Business Process..., Management, Human Resources, Leadership, Operations Management, Enterprise Software, Negotiation, Forecasting, Marketing, Vendor Management, Strategic Planning, Mergers & Acquisitions, Financial Services, CRM, Six Sigma, Customer Service, Business Analysis, Business Development, Cross-functional Team..., Change Management, Executive Management, Analytics, Strategy, Portfolio Management, Process Improvement, P, Product Management, Risk Management
Education
The University of Texas at Austin 1993 — 1994
MS, Geotechnical Engineering
Colorado School of Mines 1984 — 1988
BS, Geological Engineering
Symantec December 2012 - Present
TIAA-CREF November 2006 - December 2012
TrueLogic Financial Corp May 2005 - November 2006
Intuit June 2002 - May 2005
NAREX, Inc July 2001 - June 2002
Rhythms NetConnections July 2000 - June 2001
General Electric August 1997 - July 2000
United States Navy January 1989 - July 1997
Skills
Business Strategy, Program Management, Project Management, Business Process..., Management, Human Resources, Leadership, Operations Management, Enterprise Software, Negotiation, Forecasting, Marketing, Vendor Management, Strategic Planning, Mergers & Acquisitions, Financial Services, CRM, Six Sigma, Customer Service, Business Analysis, Business Development, Cross-functional Team..., Change Management, Executive Management, Analytics, Strategy, Portfolio Management, Process Improvement, P, Product Management, Risk Management
Education
The University of Texas at Austin 1993 — 1994
MS, Geotechnical Engineering
Colorado School of Mines 1984 — 1988
BS, Geological Engineering
Sara Gardner, CFP® Sara Gardner, CFP®'s TIAA-CREF Experience September 2004 - April 2015
Job Principal at Elevated Planning, LLC
Industry Financial Services
Experience
Elevated Planning, LLC April 2015 - Present
Zeiders Enterprises, Inc. October 2013 - Present
TIAA-CREF September 2004 - April 2015
Ameriprise Financial Services, Inc. (formerly Columbia Management Group) May 1998 - September 2004
Skills
Certified Financial..., Financial Planning, Retirement Planning, Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities
Education
Regis University 2004 — 2006
BS, Business Administration
Central Texas College 1995 — 1997
AA/ AS, Applied Mgmt/ Business Admin
Colorado Mesa University 1991 — 1993
Elevated Planning, LLC April 2015 - Present
Zeiders Enterprises, Inc. October 2013 - Present
TIAA-CREF September 2004 - April 2015
Ameriprise Financial Services, Inc. (formerly Columbia Management Group) May 1998 - September 2004
Skills
Certified Financial..., Financial Planning, Retirement Planning, Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities
Education
Regis University 2004 — 2006
BS, Business Administration
Central Texas College 1995 — 1997
AA/ AS, Applied Mgmt/ Business Admin
Colorado Mesa University 1991 — 1993
Aaron Knode Aaron Knode's TIAA-CREF Experience May 2012 - Present
Job Communications Consultant, TIAACREF Financial Services
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Charles Schwab July 2011 - May 2012
Great-West Retirement Services January 2000 - June 2011
Skills
Relationship Management, Marketing Strategy, 401k, Series 63, Business Relationship..., Financial Services, Mutual Funds, Retirement, Retirement Planning, Investments, Pensions, ERISA, Strategic Planning, Business Planning, Business Analysis, Series 24, Strategy, Integrated Marketing, Deferred Compensation, Management, Competitive Analysis, Leadership, Series 6
Education
Colorado State University 2010 — 2014
MBA, Masters Business Administration
Colorado State University 1996 — 1999
B.A., Business Marketing
TIAA-CREF May 2012 - Present
Charles Schwab July 2011 - May 2012
Great-West Retirement Services January 2000 - June 2011
Skills
Relationship Management, Marketing Strategy, 401k, Series 63, Business Relationship..., Financial Services, Mutual Funds, Retirement, Retirement Planning, Investments, Pensions, ERISA, Strategic Planning, Business Planning, Business Analysis, Series 24, Strategy, Integrated Marketing, Deferred Compensation, Management, Competitive Analysis, Leadership, Series 6
Education
Colorado State University 2010 — 2014
MBA, Masters Business Administration
Colorado State University 1996 — 1999
B.A., Business Marketing
Zachary Foster Zachary Foster's TIAA-CREF Experience May 2015 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Simply Mac June 2014 - December 2014
Lowe's Home Improvement February 2012 - June 2014
Griffin Wink Advertising January 2014 - May 2014
Tech Advertising Federation - AAF March 2013 - May 2014
The Bridge of Lubbock January 2013 - May 2013
RadioShack August 2009 - February 2012
PointMobl (RadioShack concept) August 2009 - March 2011
Banana Republic Factory Store February 2009 - August 2009
Skills
News Writing, Announcing, Public Speaking, Research, Microsoft Office, Mac OS X, Customer Relations, Customer Service, Customer Retention, Social Media, Sales, Social Networking, Facebook, Time Management, Social Media Marketing, Event Planning, Advertising, PowerPoint
Education
Texas Tech University 2012 — 2014
Bachelor of Arts (B.A.), Advertising
Collin County Community College 2008 — 2012
Communications
McKinney High School 2004 — 2008
TIAA-CREF May 2015 - Present
Simply Mac June 2014 - December 2014
Lowe's Home Improvement February 2012 - June 2014
Griffin Wink Advertising January 2014 - May 2014
Tech Advertising Federation - AAF March 2013 - May 2014
The Bridge of Lubbock January 2013 - May 2013
RadioShack August 2009 - February 2012
PointMobl (RadioShack concept) August 2009 - March 2011
Banana Republic Factory Store February 2009 - August 2009
Skills
News Writing, Announcing, Public Speaking, Research, Microsoft Office, Mac OS X, Customer Relations, Customer Service, Customer Retention, Social Media, Sales, Social Networking, Facebook, Time Management, Social Media Marketing, Event Planning, Advertising, PowerPoint
Education
Texas Tech University 2012 — 2014
Bachelor of Arts (B.A.), Advertising
Collin County Community College 2008 — 2012
Communications
McKinney High School 2004 — 2008
Althea Mortensen Althea Mortensen's TIAA-CREF Experience March 2014 - Present
Job Financial Coach, FinancialWellBeing.com, Retirement Consultant TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Martha Beck, Inc. 2013 - Present
Charles Schwab April 2008 - November 2012
Edward Jones 2004 - 2008
Skills
Behavioral Finance, Investment Management, Personal Financial..., Leadership Development, Executive Coaching, Retirement Planning
Education
Colorado State University 1979 — 1983
Bachelor of Science (BS), Human Resource Sciences
TIAA-CREF March 2014 - Present
Martha Beck, Inc. 2013 - Present
Charles Schwab April 2008 - November 2012
Edward Jones 2004 - 2008
Skills
Behavioral Finance, Investment Management, Personal Financial..., Leadership Development, Executive Coaching, Retirement Planning
Education
Colorado State University 1979 — 1983
Bachelor of Science (BS), Human Resource Sciences
Ronnye Boone Ronnye Boone's TIAA-CREF Experience February 2005 - May 2007
Job Chief Communications Officer at Cabarrus County Schools
Industry Public Relations and Communications
Experience
Cabarrus County Schools October 2008 - Present
LPL Financial November 2007 - October 2008
TIAA-CREF February 2005 - May 2007
AREVA May 2001 - February 2005
Duke Energy June 1994 - April 2001
Hallmark Cards, Inc January 1991 - May 1994
Skills
Media Relations, Press Releases, Crisis Communications, Strategic Communications, AP Style, Event Planning, Internal Communications, Publications, Newsletters, Newspapers
Education
University of Missouri-Columbia 1989 — 1991
Master's degree, Communication, Journalism, and Related Programs
College of Charleston 1985 — 1988
Bachelor of Arts (BA), English
Cabarrus County Schools October 2008 - Present
LPL Financial November 2007 - October 2008
TIAA-CREF February 2005 - May 2007
AREVA May 2001 - February 2005
Duke Energy June 1994 - April 2001
Hallmark Cards, Inc January 1991 - May 1994
Skills
Media Relations, Press Releases, Crisis Communications, Strategic Communications, AP Style, Event Planning, Internal Communications, Publications, Newsletters, Newspapers
Education
University of Missouri-Columbia 1989 — 1991
Master's degree, Communication, Journalism, and Related Programs
College of Charleston 1985 — 1988
Bachelor of Arts (BA), English
Lori Hokeness's TIAA-CREF Experience October 2014 - Present
Job Business Strategist / Talent Acquisition, Individual Advisory Services
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF March 2012 - Present
Independent May 2009 - February 2012
Goldman Sachs November 2006 - November 2008
Leonard, Street and Deinard February 2005 - October 2006
Wachovia, A Wells Fargo Company March 2003 - February 2005
Skills
Mutual Funds, Wealth Management, Talent Acquisition, Management, Financial Advisory, Retirement Planning, Business Development, Finance, Retirement, Financial Services, Investments, Fixed Annuities, Options, Asset Management, Relationship Management, Financial Analysis
Education
College of St. Benedict 1999 — 2002
Bachelor of Arts, Management
TIAA-CREF October 2014 - Present
TIAA-CREF March 2012 - Present
Independent May 2009 - February 2012
Goldman Sachs November 2006 - November 2008
Leonard, Street and Deinard February 2005 - October 2006
Wachovia, A Wells Fargo Company March 2003 - February 2005
Skills
Mutual Funds, Wealth Management, Talent Acquisition, Management, Financial Advisory, Retirement Planning, Business Development, Finance, Retirement, Financial Services, Investments, Fixed Annuities, Options, Asset Management, Relationship Management, Financial Analysis
Education
College of St. Benedict 1999 — 2002
Bachelor of Arts, Management
Benjamin Seekamp Benjamin Seekamp's TIAA-CREF Experience February 2012 - March 2015
Job Broker Consultant at realtor.com
Industry Real Estate
Experience
realtor.com May 2015 - Present
TIAA-CREF February 2012 - March 2015
CPI Office Products 2010 - 2011
Education
The University of Texas at Dallas 2004 — 2006
Collin County Community College 1998 — 2001
Computer Science, Biological Sciences
realtor.com May 2015 - Present
TIAA-CREF February 2012 - March 2015
CPI Office Products 2010 - 2011
Education
The University of Texas at Dallas 2004 — 2006
Collin County Community College 1998 — 2001
Computer Science, Biological Sciences
William Mostyn William Mostyn's TIAA-CREF Experience April 2008 - April 2012
Job Adjunct Professor of Law at Northeastern University School of Law
Industry Financial Services
Experience
Northeastern University School of Law January 2014 - Present
Cambridge Family and Children's Service 2012 - Present
TIAA-CREF April 2008 - April 2012
Bank of America April 2005 - April 2008
Society of Corporate Secretaries and Governance Professionals July 2006 - July 2007
The Gillette Company November 1974 - April 2005
Skills
Corporate Law, Securities Regulation, Corporate Governance, Mergers, Securities, Governance, Non-profits, Corporate Finance, Public Speaking, SEC filings, Investor Relations, Due Diligence, SEC, Licensing, Joint Ventures, Risk Management, Contract Negotiation, Banking, Executive Management, Mergers & Acquisitions, Finance, Private Equity, Restructuring, Venture Capital, Capital Markets, Financial Services, Privacy Law, Strategy, Management, Business Strategy, Strategic Planning, Investments, Policy, Leadership, Asset Management, Legal Writing, Nonprofits
Education
Northeastern University School of Law 1971 — 1974
JD, Banking, Corporate, Finance, and Securities Law
College of the Holy Cross 1965 — 1969
Bachelor's degree, English Language and Literature/Letters
Northeastern University School of Law January 2014 - Present
Cambridge Family and Children's Service 2012 - Present
TIAA-CREF April 2008 - April 2012
Bank of America April 2005 - April 2008
Society of Corporate Secretaries and Governance Professionals July 2006 - July 2007
The Gillette Company November 1974 - April 2005
Skills
Corporate Law, Securities Regulation, Corporate Governance, Mergers, Securities, Governance, Non-profits, Corporate Finance, Public Speaking, SEC filings, Investor Relations, Due Diligence, SEC, Licensing, Joint Ventures, Risk Management, Contract Negotiation, Banking, Executive Management, Mergers & Acquisitions, Finance, Private Equity, Restructuring, Venture Capital, Capital Markets, Financial Services, Privacy Law, Strategy, Management, Business Strategy, Strategic Planning, Investments, Policy, Leadership, Asset Management, Legal Writing, Nonprofits
Education
Northeastern University School of Law 1971 — 1974
JD, Banking, Corporate, Finance, and Securities Law
College of the Holy Cross 1965 — 1969
Bachelor's degree, English Language and Literature/Letters
Kim Lotman Kim Lotman's TIAA-CREF Experience January 2012 - August 2012
Job Business Manager
Industry Real Estate
Experience
Freeman Ventures LLC August 2012 - Present
TIAA-CREF January 2012 - August 2012
TIAA-CREF March 2011 - December 2011
TIAA-CREF May 2005 - March 2011
Vroon VanDenBerg, LLP January 2002 - April 2004
Robert A. Lewis Associates, Inc September 2000 - December 2001
WRIWebs.com, Inc October 1999 - September 2000
CFTcom, Inc December 1998 - October 1999
Integrated Management Corporation April 1996 - December 1998
Skills
Human Resources, Project Management, Process Improvement, Leadership, Budgets, Employee Benefits, Customer Service, PowerPoint, Sales, Microsoft Office, Change Management, Onboarding, Interviews, Marketing, Outlook, Employee Relations, Microsoft Excel, Strategy, Project Planning, Access, Forecasting, Operations Management, Policy, Strategic Planning, MS Project, Telephone Skills, Time Management, RFP, Contract Management, Adobe Acrobat, Spreadsheets, Invoicing, Hiring, Workshop Facilitation, Microsoft Word, Administrative..., Vendor Management, Process Scheduler, Excel, Scheduling, Budgeting, Vendor Relations, Customer Relations, Quickbooks, Word, Benefits, Office Equipment, Billing, Administrative Support, Payroll
Education
Colorado Christian University 2009 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Palm Beach Community College 1990 — 1992
AA, Business Administration
Freeman Ventures LLC August 2012 - Present
TIAA-CREF January 2012 - August 2012
TIAA-CREF March 2011 - December 2011
TIAA-CREF May 2005 - March 2011
Vroon VanDenBerg, LLP January 2002 - April 2004
Robert A. Lewis Associates, Inc September 2000 - December 2001
WRIWebs.com, Inc October 1999 - September 2000
CFTcom, Inc December 1998 - October 1999
Integrated Management Corporation April 1996 - December 1998
Skills
Human Resources, Project Management, Process Improvement, Leadership, Budgets, Employee Benefits, Customer Service, PowerPoint, Sales, Microsoft Office, Change Management, Onboarding, Interviews, Marketing, Outlook, Employee Relations, Microsoft Excel, Strategy, Project Planning, Access, Forecasting, Operations Management, Policy, Strategic Planning, MS Project, Telephone Skills, Time Management, RFP, Contract Management, Adobe Acrobat, Spreadsheets, Invoicing, Hiring, Workshop Facilitation, Microsoft Word, Administrative..., Vendor Management, Process Scheduler, Excel, Scheduling, Budgeting, Vendor Relations, Customer Relations, Quickbooks, Word, Benefits, Office Equipment, Billing, Administrative Support, Payroll
Education
Colorado Christian University 2009 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Palm Beach Community College 1990 — 1992
AA, Business Administration
Julie Hanson,CRPC® Julie Hanson,CRPC®'s TIAA-CREF Experience September 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Shard Financial Services, Inc. August 2012 - September 2014
VALIC Financial Advisors October 2003 - August 2012
Internal Medicine Associates of Livingston County 1998 - 2003
Education
Michigan State University 1990 — 1995
BS
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Mayville High School
TIAA-CREF September 2014 - Present
Shard Financial Services, Inc. August 2012 - September 2014
VALIC Financial Advisors October 2003 - August 2012
Internal Medicine Associates of Livingston County 1998 - 2003
Education
Michigan State University 1990 — 1995
BS
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Mayville High School
Andrew O'Grady's TIAA-CREF Experience June 2012 - May 2013
Job Associate, Customer Experience Analytics
Industry Outsourcing/Offshoring
Experience
Convergys September 2013 - Present
Colorado State University August 2012 - May 2013
TIAA-CREF June 2012 - May 2013
Skills
Business Analysis, Microsoft Excel, Databases, Project Management, Process Improvement
Education
Colorado State University 2008 — 2013
Bachelor of Business Administration (BBA) and Fine Arts (BFA), Finance and Economics
Convergys September 2013 - Present
Colorado State University August 2012 - May 2013
TIAA-CREF June 2012 - May 2013
Skills
Business Analysis, Microsoft Excel, Databases, Project Management, Process Improvement
Education
Colorado State University 2008 — 2013
Bachelor of Business Administration (BBA) and Fine Arts (BFA), Finance and Economics
Nathan Robertson Nathan Robertson's TIAA-CREF Experience May 2005 - June 2006
Job Director of Government Operations at Datapipe
Industry Computer Software
Experience
Datapipe September 2015 - Present
MicroPact, Inc July 2014 - September 2015
MicroPact, Inc October 2013 - July 2014
CADD Microsystems May 2011 - October 2013
Ascend Technology Services June 2008 - May 2011
Mckee Nelson LLP June 2006 - February 2009
TIAA-CREF May 2005 - June 2006
Colorado State University January 2003 - May 2005
Skills
Project Planning, Windows, Consulting, Project Management, Microsoft Office, Customer Service, Public Speaking, Social Media, Microsoft Excel, Strategic Planning, Marketing, Microsoft Word, Networking, Web Design, Graphic Design, Windows 7, Leadership, HTML, Technical Support, Software Documentation, Analysis, Citrix, Budgets, Program Management, Team Building, Troubleshooting, Linux, Information Technology, Team Leadership, Visio, Training, Web Applications, CRM, SharePoint, SaaS, Management, IT Operations, Integration, Infrastructure, Information Security, Data Center
Education
Colorado State University
Bachelor of Science (B.S.), Computer Science
Leadership Arlington 2010 — 2011
Young Professionals Class of 2011
Datapipe September 2015 - Present
MicroPact, Inc July 2014 - September 2015
MicroPact, Inc October 2013 - July 2014
CADD Microsystems May 2011 - October 2013
Ascend Technology Services June 2008 - May 2011
Mckee Nelson LLP June 2006 - February 2009
TIAA-CREF May 2005 - June 2006
Colorado State University January 2003 - May 2005
Skills
Project Planning, Windows, Consulting, Project Management, Microsoft Office, Customer Service, Public Speaking, Social Media, Microsoft Excel, Strategic Planning, Marketing, Microsoft Word, Networking, Web Design, Graphic Design, Windows 7, Leadership, HTML, Technical Support, Software Documentation, Analysis, Citrix, Budgets, Program Management, Team Building, Troubleshooting, Linux, Information Technology, Team Leadership, Visio, Training, Web Applications, CRM, SharePoint, SaaS, Management, IT Operations, Integration, Infrastructure, Information Security, Data Center
Education
Colorado State University
Bachelor of Science (B.S.), Computer Science
Leadership Arlington 2010 — 2011
Young Professionals Class of 2011
Spencer Brown, CFP®, MS Spencer Brown, CFP®, MS's TIAA-CREF Experience September 1996 - October 2014
Job Financial Planner at BOK Financial
Industry Financial Services
Experience
BOK Financial December 2014 - Present
TIAA-CREF September 1996 - October 2014
Education
University of San Diego 1988 — 1992
BA - Business Administration
College for Financial Planning 2007 — 2009
MS - Personal Financial Planning
BOK Financial December 2014 - Present
TIAA-CREF September 1996 - October 2014
Education
University of San Diego 1988 — 1992
BA - Business Administration
College for Financial Planning 2007 — 2009
MS - Personal Financial Planning
Meryl Nierman Meryl Nierman's TIAA-CREF Experience October 2013 - Present
Job Marketing Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
Merrill Lynch April 2013 - May 2013
Bank of America September 2011 - June 2012
State Street Global Advisors November 2002 - December 2010
Fidelity Investments 1996 - 2001
Prodigy Services Company (joint venture Sears & IBM) 1989 - 1996
NW Ayer 1980 - 1988
Education
Colorado State University
BS, Psychology
TIAA-CREF October 2013 - Present
Merrill Lynch April 2013 - May 2013
Bank of America September 2011 - June 2012
State Street Global Advisors November 2002 - December 2010
Fidelity Investments 1996 - 2001
Prodigy Services Company (joint venture Sears & IBM) 1989 - 1996
NW Ayer 1980 - 1988
Education
Colorado State University
BS, Psychology
Jeff Tuccy Jeff Tuccy's TIAA-CREF Experience June 2004 - January 2011
Job Director, Business Development / Marketing at Virtuoso Sourcing Group, LLC
Industry Financial Services
Experience
ERISA Business Intelligence September 2012 - Present
Virtuoso Sourcing Group, LLC April 2013 - Present
Fire & Police Pension Association of Colorado March 2012 - August 2012
ACT 2011 - 2012
TIAA-CREF June 2004 - January 2011
Ave Maria Catholic School September 2004 - May 2008
AIG VALIC August 2002 - December 2003
Great-West Financial November 1992 - August 2002
Citicorp Diners Club 1985 - 1992
Skills
Sales Operations, Proposal Management, Proposal Writing, Proposal Automation, RFP Generation, RFP Design, Qvidian software, RFP Machine Software, Sales Strategy..., New Business Development, Customer Relations, Business Management, Pricing Strategy, Pricing Analysis, B2B services, CRM Software, Business Strategy, Business Analysis, Competitive Intelligence, Grant Writing, Grant Research, Grant Development, Presenter, Sales Presentations, Group Presentations, Seminars, Workshop Leader, RFP, Financial Services, Strategic Planning, Business Development, CRM, Leadership, Management, Sales, Strategy, Process Improvement, Lead Generation, Business Intelligence, Recruiting, Marketing, Operations Management, Sales Management, B2B, Customer Service, Negotiation, Grants, CDBG
Education
Colorado State University
Bachelor of Science, Economics
ERISA Business Intelligence September 2012 - Present
Virtuoso Sourcing Group, LLC April 2013 - Present
Fire & Police Pension Association of Colorado March 2012 - August 2012
ACT 2011 - 2012
TIAA-CREF June 2004 - January 2011
Ave Maria Catholic School September 2004 - May 2008
AIG VALIC August 2002 - December 2003
Great-West Financial November 1992 - August 2002
Citicorp Diners Club 1985 - 1992
Skills
Sales Operations, Proposal Management, Proposal Writing, Proposal Automation, RFP Generation, RFP Design, Qvidian software, RFP Machine Software, Sales Strategy..., New Business Development, Customer Relations, Business Management, Pricing Strategy, Pricing Analysis, B2B services, CRM Software, Business Strategy, Business Analysis, Competitive Intelligence, Grant Writing, Grant Research, Grant Development, Presenter, Sales Presentations, Group Presentations, Seminars, Workshop Leader, RFP, Financial Services, Strategic Planning, Business Development, CRM, Leadership, Management, Sales, Strategy, Process Improvement, Lead Generation, Business Intelligence, Recruiting, Marketing, Operations Management, Sales Management, B2B, Customer Service, Negotiation, Grants, CDBG
Education
Colorado State University
Bachelor of Science, Economics
Michael Vest Michael Vest's TIAA-CREF Experience April 2015 - Present
Job Financial Consultant at Credit Heroes
Industry Banking
Experience
TIAA-CREF April 2015 - Present
Credit Heroes February 2015 - April 2015
BB&T October 2013 - November 2014
BB&T October 2010 - October 2013
Wells Fargo Bank February 2009 - October 2010
Skills
Banking, Loans, Insurance, Sales, Small Business Lending, Consumer Lending, Credit, Commercial Lending, Retail Banking, Commercial Banking, Mortgage Lending, Lines Of Credit, Mortgage Banking, Loan Origination, Deposits, Home Equity Loans, Internal Audit, Compliance
Education
College of the Ozarks 2006 — 2008
English
TIAA-CREF April 2015 - Present
Credit Heroes February 2015 - April 2015
BB&T October 2013 - November 2014
BB&T October 2010 - October 2013
Wells Fargo Bank February 2009 - October 2010
Skills
Banking, Loans, Insurance, Sales, Small Business Lending, Consumer Lending, Credit, Commercial Lending, Retail Banking, Commercial Banking, Mortgage Lending, Lines Of Credit, Mortgage Banking, Loan Origination, Deposits, Home Equity Loans, Internal Audit, Compliance
Education
College of the Ozarks 2006 — 2008
English
Steve Bares, MBA Steve Bares, MBA's TIAA-CREF Experience 2011 - 2012
Job Owner/Operator at Papa Murphy's
Industry Food & Beverages
Experience
Papa Murphy's International December 2012 - Present
TIAA-CREF 2011 - 2012
Bally Total Fitness 2006 - 2009
Modis, Inc 2006 - 2006
Maxim Healthcare Services 2005 - 2006
On Assignment 2005 - 2005
Skills
Investments, Insurance, Financial Analysis
Education
University of Colorado at Denver 2009 — 2011
MBA, Finance, Financial Analysis
Colorado State University
Papa Murphy's International December 2012 - Present
TIAA-CREF 2011 - 2012
Bally Total Fitness 2006 - 2009
Modis, Inc 2006 - 2006
Maxim Healthcare Services 2005 - 2006
On Assignment 2005 - 2005
Skills
Investments, Insurance, Financial Analysis
Education
University of Colorado at Denver 2009 — 2011
MBA, Finance, Financial Analysis
Colorado State University
Josie Noa Josie Noa's TIAA-CREF Experience 2014 - 2014
Job Equipment Coordinator | Briggs Equipment
Industry Construction
Experience
Briggs Equipment January 2015 - Present
TIAA-CREF 2014 - 2014
PRODIGI 2013 - 2014
Nationstar Mortgage October 2010 - April 2013
Celebrity Cruises, Inc. 2009 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Spanish, Lotus Notes, Finance, Mortgage Servicing, Marketing, Loan Modifications, Sales, Promotions, Reporting & Analysis, Interpersonal..., Foreclosures, Social Networking, Tutoring, Underwriting, Thinking Outside The Box, Accounting, Payroll, Access, Retail, Time Management, Forecasting, Leadership, Teamwork, Market Research, Training, Analysis, Data Analysis
Education
Florida International University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Collin County Community College
Certificate in Photography
Briggs Equipment January 2015 - Present
TIAA-CREF 2014 - 2014
PRODIGI 2013 - 2014
Nationstar Mortgage October 2010 - April 2013
Celebrity Cruises, Inc. 2009 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Spanish, Lotus Notes, Finance, Mortgage Servicing, Marketing, Loan Modifications, Sales, Promotions, Reporting & Analysis, Interpersonal..., Foreclosures, Social Networking, Tutoring, Underwriting, Thinking Outside The Box, Accounting, Payroll, Access, Retail, Time Management, Forecasting, Leadership, Teamwork, Market Research, Training, Analysis, Data Analysis
Education
Florida International University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Collin County Community College
Certificate in Photography
Nicole Green, MBA Nicole Green, MBA's TIAA-CREF Experience November 2014 - Present
Job Retirement Operations Data Lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
TIAA-CREF May 2008 - November 2014
SunTrust Bank September 2006 - February 2008
Bank of America April 2004 - September 2006
Skills
Banking, Customer Service, Finance, Financial Services, Management, Microsoft Excel, Outlook, Relationship Management, Fundraising, Credit, PowerPoint, Leadership, Public Speaking
Education
Strayer University-North Carolina 2009 — 2011
Master of Business Administration (MBA), Human Resources Management and Services
College of Charleston 1997 — 2002
Bachelor of Science (B.S.), Sociology
TIAA-CREF November 2014 - Present
TIAA-CREF May 2008 - November 2014
SunTrust Bank September 2006 - February 2008
Bank of America April 2004 - September 2006
Skills
Banking, Customer Service, Finance, Financial Services, Management, Microsoft Excel, Outlook, Relationship Management, Fundraising, Credit, PowerPoint, Leadership, Public Speaking
Education
Strayer University-North Carolina 2009 — 2011
Master of Business Administration (MBA), Human Resources Management and Services
College of Charleston 1997 — 2002
Bachelor of Science (B.S.), Sociology
Lia McCarthy's TIAA-CREF Experience April 2015 - Present
Job Program Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
TIAA-CREF June 2014 - Present
The Hanover Insurance Group March 2013 - May 2014
The Hanover Insurance Group March 2012 - March 2013
The Hanover Insurance Group January 2011 - March 2012
The Hanover Insurance Group June 2009 - June 2011
The Hanover Insurance Group June 2009 - January 2011
Skills
Insurance, Process Improvement, Microsoft Office, Business Analysis, PowerPoint, Customer Service, Microsoft Word, Building Relationships, Business Relationship..., Relationship Management, Talent Management, Leadership, Employee Relations, Management, Program Management, Strategy, Human Resources, Training, Project Management, Leadership Development, Sales, Marketing, Interviews, Cross-functional Team..., Data Analysis, Analysis
Education
College of the Holy Cross
B.A.
TIAA-CREF April 2015 - Present
TIAA-CREF June 2014 - Present
The Hanover Insurance Group March 2013 - May 2014
The Hanover Insurance Group March 2012 - March 2013
The Hanover Insurance Group January 2011 - March 2012
The Hanover Insurance Group June 2009 - June 2011
The Hanover Insurance Group June 2009 - January 2011
Skills
Insurance, Process Improvement, Microsoft Office, Business Analysis, PowerPoint, Customer Service, Microsoft Word, Building Relationships, Business Relationship..., Relationship Management, Talent Management, Leadership, Employee Relations, Management, Program Management, Strategy, Human Resources, Training, Project Management, Leadership Development, Sales, Marketing, Interviews, Cross-functional Team..., Data Analysis, Analysis
Education
College of the Holy Cross
B.A.
Michael Kleeman Michael Kleeman's TIAA-CREF Experience November 2014 - Present
Job Senior Analyst, Product Management & Consulting at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Lincoln Financial Group July 2013 - November 2014
Lincoln Financial Group October 2011 - July 2013
Lincoln Financial Group September 2010 - October 2011
Lincoln Financial Group August 2009 - August 2010
Lincoln Financial Group May 2007 - August 2009
Morgan Stanley May 2006 - August 2006
Skills
401k, Process Improvement, Retirement Planning, Cross-functional Team..., Requirements Gathering, 403 b, Defined Contribution, Microsoft Excel, Business Requirements, Leadership, Business Process, Business Analysis, Visio, Business Process..., 457 Plans, Management, Time Management, Mutual Funds, Financial Services
Education
Colorado State University 2015 — 2017
Master of Business Administration (M.B.A.)
Purdue University 2003 — 2007
Bachelor of Science, Financial Planning
TIAA-CREF November 2014 - Present
Lincoln Financial Group July 2013 - November 2014
Lincoln Financial Group October 2011 - July 2013
Lincoln Financial Group September 2010 - October 2011
Lincoln Financial Group August 2009 - August 2010
Lincoln Financial Group May 2007 - August 2009
Morgan Stanley May 2006 - August 2006
Skills
401k, Process Improvement, Retirement Planning, Cross-functional Team..., Requirements Gathering, 403 b, Defined Contribution, Microsoft Excel, Business Requirements, Leadership, Business Process, Business Analysis, Visio, Business Process..., 457 Plans, Management, Time Management, Mutual Funds, Financial Services
Education
Colorado State University 2015 — 2017
Master of Business Administration (M.B.A.)
Purdue University 2003 — 2007
Bachelor of Science, Financial Planning
Michelle Slawny, CFP®'s TIAA-CREF Experience June 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
WEA Trust Member Benefits January 2013 - June 2014
WEA Trust Member Benefits March 2007 - January 2013
WEA Trust Member Benefits January 2007 - January 2013
WEA Trust Member Benefits April 2005 - March 2007
2004 to 2005 April 2004 - April 2005
North Star Resource Group January 1999 - January 2004
EdVest Wisconsin September 1997 - January 1999
North Star Resource Group January 1994 - January 1999
North Star Resource Group January 1994 - September 1997
Skills
Series 7, Series 63, Series 65, Retirement Planning, Financial Planning, Retirement, Insurance, Investments, Strategic Financial..., Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory
Education
College for Financial Planning 2004 — 2007
CFP, Certified Financial Planner
University of Wisconsin-Whitewater 1989 — 1992
Bachelor of Business Administration, Finance
TIAA-CREF June 2014 - Present
WEA Trust Member Benefits January 2013 - June 2014
WEA Trust Member Benefits March 2007 - January 2013
WEA Trust Member Benefits January 2007 - January 2013
WEA Trust Member Benefits April 2005 - March 2007
2004 to 2005 April 2004 - April 2005
North Star Resource Group January 1999 - January 2004
EdVest Wisconsin September 1997 - January 1999
North Star Resource Group January 1994 - January 1999
North Star Resource Group January 1994 - September 1997
Skills
Series 7, Series 63, Series 65, Retirement Planning, Financial Planning, Retirement, Insurance, Investments, Strategic Financial..., Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory
Education
College for Financial Planning 2004 — 2007
CFP, Certified Financial Planner
University of Wisconsin-Whitewater 1989 — 1992
Bachelor of Business Administration, Finance
Ashley Kaufman Ashley Kaufman's TIAA-CREF Experience October 2013 - Present
Job Service Coordinator at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
Corner Bakery Cafe October 2012 - July 2013
Mary's Mountain Cookies June 2010 - August 2012
Bubba Gump Shrimp Co. June 2010 - August 2012
Beau Jo's Pizza June 2011 - June 2012
Skills
Customer Service, Management, PowerPoint, Time Management, Microsoft Word, Teamwork, Microsoft Excel, Event Planning, Hospitality, Microsoft Office, Social Networking, Social Media, Leadership, Telephone Skills, Outlook, Public Speaking, Facebook, Marketing, Social Media Marketing, Sales, Public Relations, Team Leadership, Research, Retail
Education
Colorado State University 2009 — 2013
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
TIAA-CREF October 2013 - Present
Corner Bakery Cafe October 2012 - July 2013
Mary's Mountain Cookies June 2010 - August 2012
Bubba Gump Shrimp Co. June 2010 - August 2012
Beau Jo's Pizza June 2011 - June 2012
Skills
Customer Service, Management, PowerPoint, Time Management, Microsoft Word, Teamwork, Microsoft Excel, Event Planning, Hospitality, Microsoft Office, Social Networking, Social Media, Leadership, Telephone Skills, Outlook, Public Speaking, Facebook, Marketing, Social Media Marketing, Sales, Public Relations, Team Leadership, Research, Retail
Education
Colorado State University 2009 — 2013
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Sean Sunderlage, CFP®, ChFC, CLU, CRPC Sean Sunderlage, CFP®, ChFC, CLU, CRPC's TIAA-CREF Experience October 2012 - October 2013
Job Financial Advisor at Edward Jones
Industry Insurance
Experience
Edward Jones December 2014 - Present
AIG American General Life Insurance October 2013 - November 2014
TIAA-CREF October 2012 - October 2013
Lincoln Financial Distributors January 2008 - October 2012
A.G. Edwards 1997 - 2002
Education
Southern Illinois University, Edwardsville 1991 — 1995
B.S., Economics
College for Financial Planning
Certified Financial Planner & Chartered Retirement Planning Counselor Programs
The American College
ChFC - Chartered Financial Consultant & CLU - Chartered Life Underwriter Programs
Edward Jones December 2014 - Present
AIG American General Life Insurance October 2013 - November 2014
TIAA-CREF October 2012 - October 2013
Lincoln Financial Distributors January 2008 - October 2012
A.G. Edwards 1997 - 2002
Education
Southern Illinois University, Edwardsville 1991 — 1995
B.S., Economics
College for Financial Planning
Certified Financial Planner & Chartered Retirement Planning Counselor Programs
The American College
ChFC - Chartered Financial Consultant & CLU - Chartered Life Underwriter Programs
Bill Zdinak Bill Zdinak's TIAA-CREF Experience June 2010 - December 2013
Job Vendor Oversight and Fund Operations Specialist at Transamerica
Industry Financial Services
Experience
Transamerica June 2014 - Present
Cetera Advisors LLC April 2014 - June 2014
TIAA-CREF June 2010 - December 2013
TIAA-CREF January 2009 - May 2009
Old Mutual Capital Inc June 2005 - September 2008
Old Mutual Capital June 2005 - May 2006
American Century Investments May 2001 - May 2005
American Century Investments January 1997 - May 2001
Environmental Chemical Corporation March 1993 - November 1996
Rocky Mountain Analytical LAboratory February 1986 - January 1993
Skills
CRM, Process Improvement, Analysis, SDLC, Vendor Management, Microsoft SQL Server, Mutual Funds, Business Analysis, Program Management, Finance, Financial Services, Leadership, Investments, Training, SharePoint, Customer Service
Education
Colorado School of Mines 1985 — 1988
MS, Geochemistry
New England College 1983 — 1985
Geology
Transamerica June 2014 - Present
Cetera Advisors LLC April 2014 - June 2014
TIAA-CREF June 2010 - December 2013
TIAA-CREF January 2009 - May 2009
Old Mutual Capital Inc June 2005 - September 2008
Old Mutual Capital June 2005 - May 2006
American Century Investments May 2001 - May 2005
American Century Investments January 1997 - May 2001
Environmental Chemical Corporation March 1993 - November 1996
Rocky Mountain Analytical LAboratory February 1986 - January 1993
Skills
CRM, Process Improvement, Analysis, SDLC, Vendor Management, Microsoft SQL Server, Mutual Funds, Business Analysis, Program Management, Finance, Financial Services, Leadership, Investments, Training, SharePoint, Customer Service
Education
Colorado School of Mines 1985 — 1988
MS, Geochemistry
New England College 1983 — 1985
Geology
Paul Caspersen CFP®,MS Paul Caspersen CFP®,MS's TIAA-CREF Experience August 2005 - March 2009
Job Exec. Director in the Office of Gift Planning at University of Florida Foundation, Inc.
Industry Financial Services
Experience
University of Florida March 2013 - Present
Paul Caspersen & Associates, LLC March 2009 - Present
Iowa State University Foundation March 2009 - March 2013
TIAA-CREF August 2005 - March 2009
Wells Fargo Investments May 2004 - July 2005
Edward Jones May 2001 - May 2004
Van Kampen Investments 1998 - 2001
Olde Discount Corp 1997 - 1998
Skills
Estate Planning, Strategic Financial..., Financial Advisory, Planned Giving, Wealth Management, Public Speaking, Nonprofits, Financial Planning, Philanthropy, Wealth, Retirement, Leadership, Finance, Strategy, Charitable Trusts, Employee Benefits, Tax, Asset Management, 401k, Investment Management, Tax Preparation, Management, Fundraising, Program Management, Asset Allocation, Financial Services, Retirement Planning, Personal Finance, Mutual Funds, Investment Strategies, Charitable Gift..., Financial Planners, Training, Consulting, Series 7, Personal Financial..., Investments, Small Business, Portfolio Management, Investment Advisory, Insurance, Securities, Consultancy, Real Estate
Education
College for Financial Planning 2006 — 2009
Master of Science (MS), Personal Financial Planning, cum laude
University of Northern Iowa 1994 — 1997
BA, Communication Studies
University of Florida March 2013 - Present
Paul Caspersen & Associates, LLC March 2009 - Present
Iowa State University Foundation March 2009 - March 2013
TIAA-CREF August 2005 - March 2009
Wells Fargo Investments May 2004 - July 2005
Edward Jones May 2001 - May 2004
Van Kampen Investments 1998 - 2001
Olde Discount Corp 1997 - 1998
Skills
Estate Planning, Strategic Financial..., Financial Advisory, Planned Giving, Wealth Management, Public Speaking, Nonprofits, Financial Planning, Philanthropy, Wealth, Retirement, Leadership, Finance, Strategy, Charitable Trusts, Employee Benefits, Tax, Asset Management, 401k, Investment Management, Tax Preparation, Management, Fundraising, Program Management, Asset Allocation, Financial Services, Retirement Planning, Personal Finance, Mutual Funds, Investment Strategies, Charitable Gift..., Financial Planners, Training, Consulting, Series 7, Personal Financial..., Investments, Small Business, Portfolio Management, Investment Advisory, Insurance, Securities, Consultancy, Real Estate
Education
College for Financial Planning 2006 — 2009
Master of Science (MS), Personal Financial Planning, cum laude
University of Northern Iowa 1994 — 1997
BA, Communication Studies
June Aiken June Aiken's TIAA-CREF Experience April 2007 - Present
Job Investment Accountant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2007 - Present
BIE Enterprise January 2006 - March 2007
PharmaNet Inc December 2003 - December 2005
Skills
Accounts Payable, Accounting, Property Management, Payroll, Real Estate Transactions
Education
Strayer University 2005 — 2007
Master's degree, Accounting
College of Charleston 1983 — 1987
Bachelor of Applied Science (BASc), Accounting
TIAA-CREF April 2007 - Present
BIE Enterprise January 2006 - March 2007
PharmaNet Inc December 2003 - December 2005
Skills
Accounts Payable, Accounting, Property Management, Payroll, Real Estate Transactions
Education
Strayer University 2005 — 2007
Master's degree, Accounting
College of Charleston 1983 — 1987
Bachelor of Applied Science (BASc), Accounting
Elizabeth Mailoa's TIAA-CREF Experience June 2015 - August 2015
Job Accounting Student at University of Illinois at UrbanaChampaign
Industry Accounting
Experience
TIAA-CREF June 2015 - August 2015
Coveris Group June 2014 - August 2014
PwC June 2013 - July 2013
College of DuPage January 2013 - May 2013
Skills
PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Tutoring, Training, Teamwork, Research, Event Planning, Time Management, Accounting, Leadership, English, Communication, Financial Analysis
Education
University of Illinois at Urbana-Champaign 2013 — 2016
Master’s Degree, Accounting
College of DuPage 2011 — 2013
Associate's degree, Accounting
TIAA-CREF June 2015 - August 2015
Coveris Group June 2014 - August 2014
PwC June 2013 - July 2013
College of DuPage January 2013 - May 2013
Skills
PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Tutoring, Training, Teamwork, Research, Event Planning, Time Management, Accounting, Leadership, English, Communication, Financial Analysis
Education
University of Illinois at Urbana-Champaign 2013 — 2016
Master’s Degree, Accounting
College of DuPage 2011 — 2013
Associate's degree, Accounting
Genevieve di Leonardo Genevieve di Leonardo's TIAA-CREF Experience November 2014 - Present
Job Senior Associate, Social Media at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF November 2014 - Present
TIAA-CREF March 2013 - November 2014
LEVELWING MEDIA June 2011 - March 2013
University of Georgia Cox International Center May 2010 - December 2010
Mercury, LLC June 2010 - August 2010
University of Georgia College of Education August 2009 - May 2010
Byrdhouse Public Relations, LLC January 2008 - May 2008
Skills
Press Releases, Qualitative Research, Social Media, Public Relations, Digital Marketing, Digital Strategy, Radian6, social media data mining, Boolean Logic, Project Management, Consumer Insight..., Marketing, Social Media Marketing, Research, Advertising, Facebook, Web Analytics, SEO, Marketing Strategy, Online community..., Blogging, Content Development, Email Marketing, Compliance, Newsletters
Education
The University of Georgia 2009 — 2010
MA, Journalism & Mass Communications, Advertising
College of Charleston 2005 — 2009
BA, Corporate Communication, Business Administration, Summa Cum Laude
TIAA-CREF November 2014 - Present
TIAA-CREF March 2013 - November 2014
LEVELWING MEDIA June 2011 - March 2013
University of Georgia Cox International Center May 2010 - December 2010
Mercury, LLC June 2010 - August 2010
University of Georgia College of Education August 2009 - May 2010
Byrdhouse Public Relations, LLC January 2008 - May 2008
Skills
Press Releases, Qualitative Research, Social Media, Public Relations, Digital Marketing, Digital Strategy, Radian6, social media data mining, Boolean Logic, Project Management, Consumer Insight..., Marketing, Social Media Marketing, Research, Advertising, Facebook, Web Analytics, SEO, Marketing Strategy, Online community..., Blogging, Content Development, Email Marketing, Compliance, Newsletters
Education
The University of Georgia 2009 — 2010
MA, Journalism & Mass Communications, Advertising
College of Charleston 2005 — 2009
BA, Corporate Communication, Business Administration, Summa Cum Laude
Marc Szabo Marc Szabo's TIAA-CREF Experience January 2000 - February 2008
Job Partner and Senior Trader at Endurance Energy LLC
Industry Oil & Energy
Experience
Endurance Energy LLC July 2011 - Present
JPTC March 2008 - July 2011
TIAA-CREF January 2000 - February 2008
Skills
Trading, Energy Markets, Commodity Markets, Hedging, Renewable Energy, Mutual Funds, Wealth Management, Financial Modeling, Electricity Markets, Bonds
Education
College for Financial Planning 2005 — 2006
Certified Financial Planner, CFP
Victoria University 1994 — 1998
Bachelor of Business, Finance and Business Law
Endurance Energy LLC July 2011 - Present
JPTC March 2008 - July 2011
TIAA-CREF January 2000 - February 2008
Skills
Trading, Energy Markets, Commodity Markets, Hedging, Renewable Energy, Mutual Funds, Wealth Management, Financial Modeling, Electricity Markets, Bonds
Education
College for Financial Planning 2005 — 2006
Certified Financial Planner, CFP
Victoria University 1994 — 1998
Bachelor of Business, Finance and Business Law
Crystal Vann Crystal Vann's TIAA-CREF Experience October 2005 - Present
Job Specialist, Recordkeeping Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2005 - Present
Raytheon Polar Services July 2003 - October 2005
Lockheed Martin January 2000 - January 2003
Colorado State University January 1996 - January 1999
Colorado State University January 1996 - January 1997
Skills
Software Documentation, Process Improvement, Administrative..., SharePoint, Access, Customer Support, Spreadsheets, Technical Support, Community Outreach
Education
Colorado State University 1995 — 1999
BA, Speech Communication; Communication Theory; Business Computer Applications
TIAA-CREF October 2005 - Present
Raytheon Polar Services July 2003 - October 2005
Lockheed Martin January 2000 - January 2003
Colorado State University January 1996 - January 1999
Colorado State University January 1996 - January 1997
Skills
Software Documentation, Process Improvement, Administrative..., SharePoint, Access, Customer Support, Spreadsheets, Technical Support, Community Outreach
Education
Colorado State University 1995 — 1999
BA, Speech Communication; Communication Theory; Business Computer Applications
Margaret Kephart CRPC® Margaret Kephart CRPC®'s TIAA-CREF Experience 2008 - 2012
Job Senior Vice President & Portfolio Manager at Retirement Income Solutions, Inc.
Industry Financial Services
Experience
Retirement Income Solutions July 2012 - Present
TIAA-CREF 2008 - 2012
TIAA-CREF 2006 - 2007
TIAA-CREF 1994 - 2006
TIAA-CREF 1989 - 1994
Education
College for Financial Planning
Chartered Retirement Planning Consultant (CRPC)
Cleary University
Bachelor of Business Administration (B.B.A.), Business Management, Cum Laude
Schoolcraft College
Associate Applied Science, Business
Series 65, 7, 24, 63, 6
Retirement Income Solutions July 2012 - Present
TIAA-CREF 2008 - 2012
TIAA-CREF 2006 - 2007
TIAA-CREF 1994 - 2006
TIAA-CREF 1989 - 1994
Education
College for Financial Planning
Chartered Retirement Planning Consultant (CRPC)
Cleary University
Bachelor of Business Administration (B.B.A.), Business Management, Cum Laude
Schoolcraft College
Associate Applied Science, Business
Series 65, 7, 24, 63, 6
Will Swenson, CFP® CIMA® Will Swenson, CFP® CIMA®'s TIAA-CREF Experience August 2005 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2005 - Present
Putnam Investments February 2003 - August 2005
State Street Research January 2001 - February 2003
John Hancock Life Insurance Company (U.S.A.) January 2000 - February 2001
Pioneer Investments April 1997 - January 2000
Skills
Personal Financial..., Investment Strategies, Investment Advisory, Relationship Management, Investment Management, Portfolio Management, Wealth Management..., Asset Management, Marathon, Asset Allocation
Education
Colorado College 1990 — 1994
BA, English
The William Penn Charter School 1986 — 1990
TIAA-CREF August 2005 - Present
Putnam Investments February 2003 - August 2005
State Street Research January 2001 - February 2003
John Hancock Life Insurance Company (U.S.A.) January 2000 - February 2001
Pioneer Investments April 1997 - January 2000
Skills
Personal Financial..., Investment Strategies, Investment Advisory, Relationship Management, Investment Management, Portfolio Management, Wealth Management..., Asset Management, Marathon, Asset Allocation
Education
Colorado College 1990 — 1994
BA, English
The William Penn Charter School 1986 — 1990
Joseph Sicchitano's TIAA-CREF Experience 2004 - November 2011
Job SVP at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank November 2011 - Present
TIAA-CREF 2004 - November 2011
AXA Equitable 2000 - 2004
IDS/American Express Financial Advisors 1992 - 2000
Skills
Portfolio Management, Management, Financial Services, Wealth Management, Strategic Financial..., Series 7, Change Management, Mutual Funds, Investments, Series 63, Retirement Planning, Strategy, Process Improvement, Risk Management, Retirement, Asset Allocation, Investment Advisory, Wealth Management..., Securities, Investment Strategies, Financial Planning
Education
College for Financial Planning 2002 — 2003
Master's degree, Financial Planning and Services
University of Rochester 1988 — 1992
Bachelor of Arts (BA), Mathematics and Statistics
SunTrust Bank November 2011 - Present
TIAA-CREF 2004 - November 2011
AXA Equitable 2000 - 2004
IDS/American Express Financial Advisors 1992 - 2000
Skills
Portfolio Management, Management, Financial Services, Wealth Management, Strategic Financial..., Series 7, Change Management, Mutual Funds, Investments, Series 63, Retirement Planning, Strategy, Process Improvement, Risk Management, Retirement, Asset Allocation, Investment Advisory, Wealth Management..., Securities, Investment Strategies, Financial Planning
Education
College for Financial Planning 2002 — 2003
Master's degree, Financial Planning and Services
University of Rochester 1988 — 1992
Bachelor of Arts (BA), Mathematics and Statistics
Ian Santorella's TIAA-CREF Experience September 2014 - Present
Job TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
JPMorgan Chase Bank, N.A. April 2013 - September 2014
JPMorgan Chase Bank, N.A. September 2008 - March 2013
Bank of America December 2007 - September 2008
Bank of America May 2001 - September 2008
Bank of America May 2006 - December 2007
Skills
Mortgage Banking, Residential Mortgages, SBA, Commercial Mortgages, Personal Banking, Bank Secrecy Act, Internet Banking, Insurance, Teller Operations, KYC, Merchant Services, Construction Loans, Operational Risk, Wealth Management, Loss Mitigation
Education
Collin County Community College
Associate of Arts (A.A.), General Studies
TIAA-CREF September 2014 - Present
JPMorgan Chase Bank, N.A. April 2013 - September 2014
JPMorgan Chase Bank, N.A. September 2008 - March 2013
Bank of America December 2007 - September 2008
Bank of America May 2001 - September 2008
Bank of America May 2006 - December 2007
Skills
Mortgage Banking, Residential Mortgages, SBA, Commercial Mortgages, Personal Banking, Bank Secrecy Act, Internet Banking, Insurance, Teller Operations, KYC, Merchant Services, Construction Loans, Operational Risk, Wealth Management, Loss Mitigation
Education
Collin County Community College
Associate of Arts (A.A.), General Studies
Molly Geaney Molly Geaney's TIAA-CREF Experience May 2013 - Present
Job Director, Money Movement and Channels Integration
Industry Financial Services
Experience
TIAA-CREF May 2013 - Present
Pride June 2012 - May 2013
Thomson Reuters July 2010 - May 2012
Fidelity Investments July 2008 - July 2010
Fidelity International January 2006 - July 2008
Fidelity Investments January 2004 - January 2006
Fidelity Investments October 2001 - January 2004
Fidelity Investments June 1999 - October 2001
Fidelity Investments September 1993 - June 1999
The Boston Company January 1985 - September 1993
Skills
Vendor Management, Agile, Program Management, SDLC, Process Improvement, Quality Assurance, Business Intelligence, People Management, PMO, Risk Management, Integration, Change Management, Executive Management, Six Sigma, Disaster Recovery, Software Development, Mentoring, Team Building, Team Leadership, IT Strategy, Operations Management, Outsourcing, IT Management, Agile Methodologies, Management, Product Management, Agile Project Management, Analysis, Testing, PMP, Software Project..., Enterprise Architecture, Oracle, Strategy, Business Process..., Business Analysis
Education
Harvard Extension and Boston University 1985 — 1989
Technology and Business
College of the Holy Cross 1979 — 1983
BA, Mathematics
DePaul High School
DePaul High School
DePaul High School
TIAA-CREF May 2013 - Present
Pride June 2012 - May 2013
Thomson Reuters July 2010 - May 2012
Fidelity Investments July 2008 - July 2010
Fidelity International January 2006 - July 2008
Fidelity Investments January 2004 - January 2006
Fidelity Investments October 2001 - January 2004
Fidelity Investments June 1999 - October 2001
Fidelity Investments September 1993 - June 1999
The Boston Company January 1985 - September 1993
Skills
Vendor Management, Agile, Program Management, SDLC, Process Improvement, Quality Assurance, Business Intelligence, People Management, PMO, Risk Management, Integration, Change Management, Executive Management, Six Sigma, Disaster Recovery, Software Development, Mentoring, Team Building, Team Leadership, IT Strategy, Operations Management, Outsourcing, IT Management, Agile Methodologies, Management, Product Management, Agile Project Management, Analysis, Testing, PMP, Software Project..., Enterprise Architecture, Oracle, Strategy, Business Process..., Business Analysis
Education
Harvard Extension and Boston University 1985 — 1989
Technology and Business
College of the Holy Cross 1979 — 1983
BA, Mathematics
DePaul High School
DePaul High School
DePaul High School
Areejit Banerjee's TIAA-CREF Experience September 2015 - Present
Job Business Analyst at TIAA CREF
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
TIAA-CREF May 2014 - September 2015
UBS Wealth Management August 2012 - May 2014
Deutsche Bank December 2011 - August 2012
Asgard Wealth Solutions July 2011 - December 2011
Bank of Ireland April 2011 - July 2011
HCL Technologies December 2009 - April 2011
Wipro BPS May 2007 - December 2009
Skills
Trading, Fixed Income, Settlement, Finance, Bonds, Business Analysis, Management, Consulting, Requirements Analysis, SDLC, Requirements Gathering, Analysis, Business Process, Software Project..., Project Management
Education
Colorado State University
Certificate in Finance, Finace
Sikkim Manipal University
Bachelor of computer Application, Computer Science
Sikkim Manipal University
Master of Business Administration (MBA), Finance, General
TIAA-CREF September 2015 - Present
TIAA-CREF May 2014 - September 2015
UBS Wealth Management August 2012 - May 2014
Deutsche Bank December 2011 - August 2012
Asgard Wealth Solutions July 2011 - December 2011
Bank of Ireland April 2011 - July 2011
HCL Technologies December 2009 - April 2011
Wipro BPS May 2007 - December 2009
Skills
Trading, Fixed Income, Settlement, Finance, Bonds, Business Analysis, Management, Consulting, Requirements Analysis, SDLC, Requirements Gathering, Analysis, Business Process, Software Project..., Project Management
Education
Colorado State University
Certificate in Finance, Finace
Sikkim Manipal University
Bachelor of computer Application, Computer Science
Sikkim Manipal University
Master of Business Administration (MBA), Finance, General
Edward Daniels's TIAA-CREF Experience December 2014 - Present
Job Customer Experience Business Integration Lead Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
Wells Fargo Wholesale Division Consultant through RGP, Inc. August 2014 - January 2015
TIAA-CREF August 2012 - August 2014
Wells Fargo April 2008 - August 2012
Bank of America - Financial Service Solutions September 2003 - April 2008
Bank of America July 2002 - June 2003
Siebel Systems December 2000 - July 2002
Bank of America June 1999 - December 2000
Tiger Management August 1998 - May 1999
Chase / Manufacturers Hanover / Chemical Bank April 1994 - August 1998
Skills
Six Sigma, Siebel, Cisco Technologies, Cisco Call Manager, CCNP Certified, CCNA, Cisco VoIP, Certified Novell..., Project Management, Technical Project..., CRM, Experienced Business..., Business Analysis, Risk Management, SDLC, Process Improvement, Vendor Management, Enterprise Software, Requirements Analysis
Education
College of Charleston 1981 — 1985
Bachelor of Arts (B.A.), Theatre/Theater
Goose Creek High School, Charleston, S.C. 1979 — 1981
Diploma
David Glasgow Farragut High School, Rota, Spain 1976 — 1979
TIAA-CREF December 2014 - Present
Wells Fargo Wholesale Division Consultant through RGP, Inc. August 2014 - January 2015
TIAA-CREF August 2012 - August 2014
Wells Fargo April 2008 - August 2012
Bank of America - Financial Service Solutions September 2003 - April 2008
Bank of America July 2002 - June 2003
Siebel Systems December 2000 - July 2002
Bank of America June 1999 - December 2000
Tiger Management August 1998 - May 1999
Chase / Manufacturers Hanover / Chemical Bank April 1994 - August 1998
Skills
Six Sigma, Siebel, Cisco Technologies, Cisco Call Manager, CCNP Certified, CCNA, Cisco VoIP, Certified Novell..., Project Management, Technical Project..., CRM, Experienced Business..., Business Analysis, Risk Management, SDLC, Process Improvement, Vendor Management, Enterprise Software, Requirements Analysis
Education
College of Charleston 1981 — 1985
Bachelor of Arts (B.A.), Theatre/Theater
Goose Creek High School, Charleston, S.C. 1979 — 1981
Diploma
David Glasgow Farragut High School, Rota, Spain 1976 — 1979
Susan Lange-McCauley Susan Lange-McCauley's TIAA-CREF Experience 2010 - 2011
Job Sr. Program/Project Manager
Industry Information Technology and Services
Experience
Excers Solutions June 2014 - December 2014
McKesson Health IT 2011 - 2014
TIAA-CREF 2010 - 2011
CA Technologies 2006 - 2010
Compuware 2004 - 2006
Storage Tek March 2002 - April 2004
Frontier Confertech (acquired by Global Crossing) 1996 - 2001
AT&T January 1993 - October 1995
Skills
Project Portfolio..., PMO, Integration, Program Management, Requirements Analysis, Business Process, Management, Software Project..., Enterprise Software, Business Analysis, Professional Services, Cross-functional Team..., Clarity, Resource Management, Enterprise Architecture, Strategy, Software Documentation, Agile Methodologies, SaaS, CA Clarity, Vendor Management, SDLC, PMP, Change Management, Project Management, Cloud Computing, Business Process..., Process Improvement, Solution Architecture, IT Strategy, Consulting, Customer Relations, Business Systems..., Risk Management, Strategic Planning, Team Leadership, End User Training
Education
Colorado State University
BS Math / Computer Science
Colorado State University
BS Microbiology / Medical Technology
Excers Solutions June 2014 - December 2014
McKesson Health IT 2011 - 2014
TIAA-CREF 2010 - 2011
CA Technologies 2006 - 2010
Compuware 2004 - 2006
Storage Tek March 2002 - April 2004
Frontier Confertech (acquired by Global Crossing) 1996 - 2001
AT&T January 1993 - October 1995
Skills
Project Portfolio..., PMO, Integration, Program Management, Requirements Analysis, Business Process, Management, Software Project..., Enterprise Software, Business Analysis, Professional Services, Cross-functional Team..., Clarity, Resource Management, Enterprise Architecture, Strategy, Software Documentation, Agile Methodologies, SaaS, CA Clarity, Vendor Management, SDLC, PMP, Change Management, Project Management, Cloud Computing, Business Process..., Process Improvement, Solution Architecture, IT Strategy, Consulting, Customer Relations, Business Systems..., Risk Management, Strategic Planning, Team Leadership, End User Training
Education
Colorado State University
BS Math / Computer Science
Colorado State University
BS Microbiology / Medical Technology
Michael Mooney's TIAA-CREF Experience January 2012 - November 2012
Job I connect people and help businesses reach new levels of profitability
Industry Management Consulting
Experience
M Squared Consulting, LLC. January 2015 - Present
Northwestern Mutual July 2014 - November 2014
Walmart June 2013 - April 2014
TIAA-CREF January 2012 - November 2012
J.P. Morgan October 2010 - December 2011
Morgan Stanley April 2008 - October 2010
Robert W. Baird & Co. 2004 - 2008
Kraft Foods Group July 2003 - December 2003
Kraft Foods Group 2002 - 2003
College of the Holy Cross 1999 - 2002
Skills
Strategy, Valuation, Alternative Investments, Project Management, Asset Management, Analytics, Customer Service, Financial Analysis, Financial Services, Consulting, Management, Marketing, Strategic Planning, Business Development, Investments, Finance, CRM
Education
College of the Holy Cross 1998 — 2002
Bachelor's Degree, Majored in Economics
Whitefish Bay High School 1994 — 1998
High School, Economics, History, Literature, Sport, Science, Mathematics, Government, Community
M Squared Consulting, LLC. January 2015 - Present
Northwestern Mutual July 2014 - November 2014
Walmart June 2013 - April 2014
TIAA-CREF January 2012 - November 2012
J.P. Morgan October 2010 - December 2011
Morgan Stanley April 2008 - October 2010
Robert W. Baird & Co. 2004 - 2008
Kraft Foods Group July 2003 - December 2003
Kraft Foods Group 2002 - 2003
College of the Holy Cross 1999 - 2002
Skills
Strategy, Valuation, Alternative Investments, Project Management, Asset Management, Analytics, Customer Service, Financial Analysis, Financial Services, Consulting, Management, Marketing, Strategic Planning, Business Development, Investments, Finance, CRM
Education
College of the Holy Cross 1998 — 2002
Bachelor's Degree, Majored in Economics
Whitefish Bay High School 1994 — 1998
High School, Economics, History, Literature, Sport, Science, Mathematics, Government, Community
David Thiele, MAI David Thiele, MAI's TIAA-CREF Experience February 2004 - Present
Job Senior Director Appraisal Services at TIAACREF
Industry Investment Management
Experience
TIAA-CREF February 2004 - Present
State Teachers Retirement System of Ohio August 2001 - February 2004
National City Bank January 1996 - August 2001
Skills
Valuation, Financial Analysis, Forecasting, Strategic Planning, Due Diligence, Financial Modeling, Underwriting, Acquisition Analysis, Cross-functional Team..., Market Analysis, Equities, Banking, Budgets, Asset Management, Market Research, Investments, Commercial Real Estate, Real Estate Economics, Appraisals, Credit, Portfolio Management, Risk Management, Financial Reporting, Real Estate, Strategic Financial..., Capital Markets, Acquisitions, Investment Properties, Commercial Lending, Management, Mortgage Lending, Structured Finance, Financial Structuring, Disposition, Finance, Project Finance, DCF, Accounting, Securities, Mortgage Banking, Brokerage, Real Estate Financing, Loans, Investment Banking, Loan Origination, Dispositions
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
MBA, Finance
Trinity International University 1991 — 1993
Bachelor of Arts (B.A.), Business/Interpersonal & Group Communications
College of Lake County 1986 — 1988
Associate of Science (A.S.), Economics
TIAA-CREF February 2004 - Present
State Teachers Retirement System of Ohio August 2001 - February 2004
National City Bank January 1996 - August 2001
Skills
Valuation, Financial Analysis, Forecasting, Strategic Planning, Due Diligence, Financial Modeling, Underwriting, Acquisition Analysis, Cross-functional Team..., Market Analysis, Equities, Banking, Budgets, Asset Management, Market Research, Investments, Commercial Real Estate, Real Estate Economics, Appraisals, Credit, Portfolio Management, Risk Management, Financial Reporting, Real Estate, Strategic Financial..., Capital Markets, Acquisitions, Investment Properties, Commercial Lending, Management, Mortgage Lending, Structured Finance, Financial Structuring, Disposition, Finance, Project Finance, DCF, Accounting, Securities, Mortgage Banking, Brokerage, Real Estate Financing, Loans, Investment Banking, Loan Origination, Dispositions
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
MBA, Finance
Trinity International University 1991 — 1993
Bachelor of Arts (B.A.), Business/Interpersonal & Group Communications
College of Lake County 1986 — 1988
Associate of Science (A.S.), Economics
Sven Liane, CFP® CTFA®'s TIAA-CREF Experience 1995 - 2009
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2013 - Present
USAA 2009 - 2012
TIAA-CREF 1995 - 2009
Skills
Estate Planning, Sales Management, Wealth Management, Financial Services, Financial Modeling, Team Building, Retirement Planning, Retirement, Mutual Funds, Strategic Financial..., Investments, Portfolio Management, Asset Managment, Wealth Management..., Wealth, Strategy, Executive Coaching, Asset Management, Financial Planning
Education
Georgetown University 2014 — 2014
Certificate in Leadership Coaching, Executive Leadership Coaching
College for Financial Planning 2004 — 2007
Masters Personal Financial Planning, Financial Planning
University of Denver 1996 — 1998
Masters of Finance, Banking, Corporate, Finance, and Securities Law
University of Northern Colorado 1987 — 1992
Bachelors, Business Administration
Fidelity Investments 2013 - Present
USAA 2009 - 2012
TIAA-CREF 1995 - 2009
Skills
Estate Planning, Sales Management, Wealth Management, Financial Services, Financial Modeling, Team Building, Retirement Planning, Retirement, Mutual Funds, Strategic Financial..., Investments, Portfolio Management, Asset Managment, Wealth Management..., Wealth, Strategy, Executive Coaching, Asset Management, Financial Planning
Education
Georgetown University 2014 — 2014
Certificate in Leadership Coaching, Executive Leadership Coaching
College for Financial Planning 2004 — 2007
Masters Personal Financial Planning, Financial Planning
University of Denver 1996 — 1998
Masters of Finance, Banking, Corporate, Finance, and Securities Law
University of Northern Colorado 1987 — 1992
Bachelors, Business Administration
Mariko (MJ) Smith Mariko (MJ) Smith's TIAA-CREF Experience June 2010 - Present
Job Learning Ops Specialist II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2010 - Present
Skills
Learning Management..., Process Improvement, Portfolio Management, Financial Services
Education
College of Charleston 2003 — 2007
Bachelor's Degree, Economics
TIAA-CREF June 2010 - Present
Skills
Learning Management..., Process Improvement, Portfolio Management, Financial Services
Education
College of Charleston 2003 — 2007
Bachelor's Degree, Economics
Julie Graybeal Roach's TIAA-CREF Experience December 2013 - November 2014
Job Vice President Corporate Recruiter at Merrill Lynch
Industry Banking
Experience
Merrill Lynch November 2014 - Present
TIAA-CREF December 2013 - November 2014
Icon Recruiting/Consulting January 2007 - December 2013
Bank of America July 2002 - October 2004
Bank of America December 2000 - July 2002
Modis July 1997 - November 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Recruiting, Project Management, Process Engineering, MS Project, Team Building, Communication Skills, Executive Search, Cross-functional Team..., Training, Strategy, Strategic Planning, CRM, Leadership, Management, Customer Service, Sales, Investments, Finance, Marketing
Education
College of Charleston
Bachelor of Science (BS), Business Psychology
The Citadel
Master's degree, Clinical Psychology
Merrill Lynch November 2014 - Present
TIAA-CREF December 2013 - November 2014
Icon Recruiting/Consulting January 2007 - December 2013
Bank of America July 2002 - October 2004
Bank of America December 2000 - July 2002
Modis July 1997 - November 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Recruiting, Project Management, Process Engineering, MS Project, Team Building, Communication Skills, Executive Search, Cross-functional Team..., Training, Strategy, Strategic Planning, CRM, Leadership, Management, Customer Service, Sales, Investments, Finance, Marketing
Education
College of Charleston
Bachelor of Science (BS), Business Psychology
The Citadel
Master's degree, Clinical Psychology
Joe Fricke CFP® Joe Fricke CFP®'s TIAA-CREF Experience April 2014 - Present
Job Regional Advisory Coach at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Charles Schwab March 2011 - March 2014
Fidelity Investments May 2007 - March 2011
Fidelity Investments June 1996 - January 2007
Cascade Mountain January 1993 - April 1996
United States Marine Corps September 1988 - September 1992
Skills
Mutual Funds, Retirement Planning, Leadership, Asset Allocation, 401k, Wealth Management, Strategic Planning, Investment Advisory, Retirement, Equities, Investments, Financial Analysis, Alternative Investments, Financial Services, Investment Strategies, Portfolio Management, Strategic Financial...
Education
University of Wisconsin-Whitewater 1992 — 1996
BA, General Business
College for Financial Planning
Certified Financial Planner™
TIAA-CREF April 2014 - Present
Charles Schwab March 2011 - March 2014
Fidelity Investments May 2007 - March 2011
Fidelity Investments June 1996 - January 2007
Cascade Mountain January 1993 - April 1996
United States Marine Corps September 1988 - September 1992
Skills
Mutual Funds, Retirement Planning, Leadership, Asset Allocation, 401k, Wealth Management, Strategic Planning, Investment Advisory, Retirement, Equities, Investments, Financial Analysis, Alternative Investments, Financial Services, Investment Strategies, Portfolio Management, Strategic Financial...
Education
University of Wisconsin-Whitewater 1992 — 1996
BA, General Business
College for Financial Planning
Certified Financial Planner™
Alan Tamondong's TIAA-CREF Experience August 2005 - July 2008
Job Field Catastrophe Property Adjuster at Travelers Insurance
Industry Insurance
Experience
Travelers Insurance August 2008 - Present
TIAA-CREF August 2005 - July 2008
Charles Schwab January 2000 - August 2005
Skills
Property & Casualty..., Commercial Lines, Claims Management, Casualty, Property Damage, Investments, Investment Strategies, General Insurance, Insurance, Subrogation, Casualty Insurance, Commercial Insurance, Xactimate, Fixed Annuities, Liability, Customer Service, Negotiation
Education
Metropolitan State University of Denver 2001 — 2002
Certification, Data Modeling/Warehousing and Database Administration
Colorado State University 1988 — 1993
Bachelor of Business Administration (BBA), Marketing
Travelers Insurance August 2008 - Present
TIAA-CREF August 2005 - July 2008
Charles Schwab January 2000 - August 2005
Skills
Property & Casualty..., Commercial Lines, Claims Management, Casualty, Property Damage, Investments, Investment Strategies, General Insurance, Insurance, Subrogation, Casualty Insurance, Commercial Insurance, Xactimate, Fixed Annuities, Liability, Customer Service, Negotiation
Education
Metropolitan State University of Denver 2001 — 2002
Certification, Data Modeling/Warehousing and Database Administration
Colorado State University 1988 — 1993
Bachelor of Business Administration (BBA), Marketing
Michelle Richitelli Michelle Richitelli's TIAA-CREF Experience September 2013 - Present
Job Vice President, HR & Employee Communication at TIAACREF
Industry Public Relations and Communications
Experience
TIAA-CREF September 2013 - Present
BlackRock July 2012 - September 2013
Philips May 2005 - June 2012
Mercer Human Resource Consulting May 1998 - May 2005
Skills
Writing Skills, Internal Communications, Communications Strategy, Communications Planning, HR Communications, Change Communication, Benefits Communication, Change Management, Human Resources, Strategic Communications, Project Planning, Program Management, Management, Integrated Marketing, Newsletters, Onboarding, Training
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Marketing
College of the Holy Cross 1992 — 1996
BA, English, Psychology
TIAA-CREF September 2013 - Present
BlackRock July 2012 - September 2013
Philips May 2005 - June 2012
Mercer Human Resource Consulting May 1998 - May 2005
Skills
Writing Skills, Internal Communications, Communications Strategy, Communications Planning, HR Communications, Change Communication, Benefits Communication, Change Management, Human Resources, Strategic Communications, Project Planning, Program Management, Management, Integrated Marketing, Newsletters, Onboarding, Training
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Marketing
College of the Holy Cross 1992 — 1996
BA, English, Psychology
Amy Kaiser Amy Kaiser's TIAA-CREF Experience 2000 - 2005
Job Senior Marketing Manager at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade July 2013 - Present
Factor Advisors, LLC March 2011 - April 2012
Wealth Management Systems February 2009 - December 2010
Van Eck Global March 2007 - February 2009
TIAA-CREF 2000 - 2005
Skills
Marketing, Web Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Email Marketing, Social Media Marketing, Product Marketing, Integrated Marketing, Writing, Project Management, Digital Marketing, Online Marketing, SEO, Copywriting, Strategy, Direct Marketing, Strategic Planning, Brand Management, Digital Strategy, Series 7, Lead Generation, Asset Managment, Multi-channel Marketing
Education
College of the Holy Cross 1993 — 1997
Bachelor of Arts (BA), English Language and Literature/Letters
TD Ameritrade July 2013 - Present
Factor Advisors, LLC March 2011 - April 2012
Wealth Management Systems February 2009 - December 2010
Van Eck Global March 2007 - February 2009
TIAA-CREF 2000 - 2005
Skills
Marketing, Web Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Email Marketing, Social Media Marketing, Product Marketing, Integrated Marketing, Writing, Project Management, Digital Marketing, Online Marketing, SEO, Copywriting, Strategy, Direct Marketing, Strategic Planning, Brand Management, Digital Strategy, Series 7, Lead Generation, Asset Managment, Multi-channel Marketing
Education
College of the Holy Cross 1993 — 1997
Bachelor of Arts (BA), English Language and Literature/Letters
Karl Spruill Karl Spruill's TIAA-CREF Experience 1999 - 2007
Job Financial Advisor
Industry Financial Services
Experience
NCSECU 2012 - Present
Wake Technical Community College 2009 - 2010
TIAA-CREF 1999 - 2007
Fulcrum Financial Advisors 1998 - 1999
Merrill Lynch 1995 - 1998
Skills
Series 7, Series 24, Series 63, Series 65, Life Insurance, Financial Services, Health Insurance, Finance, Wealth Management, Relationship Management, Strategic Financial..., Investments, Investment Strategies, Equities, Mutual Funds, Retirement Planning, 401k, IRAs, Pensions, Employee Benefits, Fixed Annuities, Insurance, Asset Managment, Management, Loans, Retirement, Estate Planning, Leadership, Strategic Planning, Public Speaking, Process Improvement, Training, Customer Service, Banking, Team Building, Investment Advisory, Financial Analysis, Portfolio Management, Financial Advisory, Small Business, Uniform Combined State..., Risk Management, Asset Allocation, Microsoft Excel, Account Management, Mortgage Lending, Budgets, Hedge Funds, Long Term Care Insurance
Education
College for Financial Planning
Chartered Mutual Fund Counselor
College for Financial Planning
Certified Financial Planner
East Carolina University - College of Business
North Carolina State University
Shaw University
The American College
Chartered Financial Consultant (ChFC
NCSECU 2012 - Present
Wake Technical Community College 2009 - 2010
TIAA-CREF 1999 - 2007
Fulcrum Financial Advisors 1998 - 1999
Merrill Lynch 1995 - 1998
Skills
Series 7, Series 24, Series 63, Series 65, Life Insurance, Financial Services, Health Insurance, Finance, Wealth Management, Relationship Management, Strategic Financial..., Investments, Investment Strategies, Equities, Mutual Funds, Retirement Planning, 401k, IRAs, Pensions, Employee Benefits, Fixed Annuities, Insurance, Asset Managment, Management, Loans, Retirement, Estate Planning, Leadership, Strategic Planning, Public Speaking, Process Improvement, Training, Customer Service, Banking, Team Building, Investment Advisory, Financial Analysis, Portfolio Management, Financial Advisory, Small Business, Uniform Combined State..., Risk Management, Asset Allocation, Microsoft Excel, Account Management, Mortgage Lending, Budgets, Hedge Funds, Long Term Care Insurance
Education
College for Financial Planning
Chartered Mutual Fund Counselor
College for Financial Planning
Certified Financial Planner
East Carolina University - College of Business
North Carolina State University
Shaw University
The American College
Chartered Financial Consultant (ChFC
Brian Estep Brian Estep's TIAA-CREF Experience January 2014 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Summit Wealth Group May 2013 - October 2013
First National Bank of Colorado September 2010 - November 2011
Skills
Series 6, Series 63, Life & Health Insurance..., Money Guide Pro, Siebel, Retirement Planning, Mutual Funds, Portfolio Management, Series 7, Financial Services, Financial Planning, Asset Allocation, Wealth Management, Investment Advisory, Investment Strategies
Education
Colorado State University-Global Campus 2015 — 2017
Master’s Degree, Finance and Financial Management Services
Colorado State University 2010 — 2013
BSBA, Finance and Financial Planning
TIAA-CREF January 2014 - Present
Summit Wealth Group May 2013 - October 2013
First National Bank of Colorado September 2010 - November 2011
Skills
Series 6, Series 63, Life & Health Insurance..., Money Guide Pro, Siebel, Retirement Planning, Mutual Funds, Portfolio Management, Series 7, Financial Services, Financial Planning, Asset Allocation, Wealth Management, Investment Advisory, Investment Strategies
Education
Colorado State University-Global Campus 2015 — 2017
Master’s Degree, Finance and Financial Management Services
Colorado State University 2010 — 2013
BSBA, Finance and Financial Planning
Chris Chinn Chris Chinn's TIAA-CREF Experience June 2015 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
New York Life Insurance Company October 2013 - May 2015
Central Pacific Bank July 2012 - October 2013
24 Hour Fitness August 2005 - September 2010
24 Hour Fitness January 2008 - June 2010
Colorado Athletic Club 2009 - 2010
Skills
Life Insurance, Retirement Planning, Financial Services, Retirement, Insurance, Whole Life, Investments, Permanent Life Insurance, Whole Life Insurance, Term Life Insurance, Strategic Planning, Protection Planning, Personal Finance, Succession Planning, Licensed in Long-Term..., Licensed Life Insurance..., Key Person Insurance, Mutual Funds, Asset Protection, Roth IRA, Annuity Sales, Licensed in Long-Term..., Buy-sell Agreements, 401k Rollovers, Supplements to Employee..., Customer Service, Securities, Banking, Management, Sales, Financial Analysis
Education
Colorado State University 2001 — 2005
Bachelor's degree, Sports Medicine
Maryknoll High School 1998 — 2001
Kamiloiki
TIAA-CREF June 2015 - Present
New York Life Insurance Company October 2013 - May 2015
Central Pacific Bank July 2012 - October 2013
24 Hour Fitness August 2005 - September 2010
24 Hour Fitness January 2008 - June 2010
Colorado Athletic Club 2009 - 2010
Skills
Life Insurance, Retirement Planning, Financial Services, Retirement, Insurance, Whole Life, Investments, Permanent Life Insurance, Whole Life Insurance, Term Life Insurance, Strategic Planning, Protection Planning, Personal Finance, Succession Planning, Licensed in Long-Term..., Licensed Life Insurance..., Key Person Insurance, Mutual Funds, Asset Protection, Roth IRA, Annuity Sales, Licensed in Long-Term..., Buy-sell Agreements, 401k Rollovers, Supplements to Employee..., Customer Service, Securities, Banking, Management, Sales, Financial Analysis
Education
Colorado State University 2001 — 2005
Bachelor's degree, Sports Medicine
Maryknoll High School 1998 — 2001
Kamiloiki
Candice Porter Candice Porter's TIAA-CREF Experience October 2011 - December 2011
Job SQL Database Developer
Industry Information Technology and Services
Experience
ResponsePoint September 2013 - Present
Specialized Loan Servicing November 2012 - May 2013
Adventura Technologies Group January 2012 - October 2012
TIAA-CREF October 2011 - December 2011
Johns Manville December 2005 - May 2011
Sprint Nextel June 2003 - February 2005
Level 3 Communications June 1998 - May 2003
Skills
Access, SQL, Microsoft Office, Microsoft SQL Server, Databases, Database Design, Relational Databases, Relational Data Modeling, Data Analysis, Unix Shell Scripting, ClearCase, Visual Basic, Remedy Ticketing System, Oracle 9i, PL/SQL, SharePoint, Doors, Workbench, Object Oriented Design, OO Software Development, VBA, VBScript, Java, JavaScript, Business Intelligence, Software Development, Visio
Education
Regis University 2000 — 2005
MS, Computer Information Systems
Colorado State University 1995 — 1999
BS, Computer Informations Systems
ResponsePoint September 2013 - Present
Specialized Loan Servicing November 2012 - May 2013
Adventura Technologies Group January 2012 - October 2012
TIAA-CREF October 2011 - December 2011
Johns Manville December 2005 - May 2011
Sprint Nextel June 2003 - February 2005
Level 3 Communications June 1998 - May 2003
Skills
Access, SQL, Microsoft Office, Microsoft SQL Server, Databases, Database Design, Relational Databases, Relational Data Modeling, Data Analysis, Unix Shell Scripting, ClearCase, Visual Basic, Remedy Ticketing System, Oracle 9i, PL/SQL, SharePoint, Doors, Workbench, Object Oriented Design, OO Software Development, VBA, VBScript, Java, JavaScript, Business Intelligence, Software Development, Visio
Education
Regis University 2000 — 2005
MS, Computer Information Systems
Colorado State University 1995 — 1999
BS, Computer Informations Systems
Tameeka Smith Tameeka Smith's TIAA-CREF Experience February 1996 - November 2010
Job
Industry Insurance
Experience
Aetna April 2015 - Present
Aetna September 2011 - April 2015
Nationwide Financial November 2010 - September 2011
TIAA-CREF February 1996 - November 2010
Colorado State Bank and Trust 2006 - 2007
Education
Regis University
MBA
University of Denver
BA
College for Financial Planning
Aetna April 2015 - Present
Aetna September 2011 - April 2015
Nationwide Financial November 2010 - September 2011
TIAA-CREF February 1996 - November 2010
Colorado State Bank and Trust 2006 - 2007
Education
Regis University
MBA
University of Denver
BA
College for Financial Planning
Gregory Anderson Gregory Anderson's TIAA-CREF Experience July 1990 - May 2005
Job Certified Financial Planner™ practitioner, Retirement Specialist and TaxAdvantage Planner
Industry Financial Services
Experience
GRAnderson Wealth Management Group, Inc. June 2005 - Present
TIAA-CREF July 1990 - May 2005
Merrill Lynch May 1987 - July 1990
Skills
Retirement Planning, Wealth Management, Investment Advisory, Investments, Mutual Funds, Financial Advisory, Wealth Management..., Alternative Investments, Retirement, Investment Management, Wealth, 401k, Strategic Financial..., Asset Allocation, Financial Planners, Investment Strategies, Fixed Annuities, Pensions, Certified Financial..., Personal Financial..., Small Business, Estate Planning, Finance, IRAs, ETFs, Personal Finance, Securities, Uniform Combined State..., Financial Services, Asset Management, Portfolio Management, Retirement Plan..., Life Insurance, Series 65, Disability Insurance, Insurance, Series 6, Term Life Insurance
Education
The American College 1994 — 1995
MS
The Colorado College 1979 — 1982
BA
GRAnderson Wealth Management Group, Inc. June 2005 - Present
TIAA-CREF July 1990 - May 2005
Merrill Lynch May 1987 - July 1990
Skills
Retirement Planning, Wealth Management, Investment Advisory, Investments, Mutual Funds, Financial Advisory, Wealth Management..., Alternative Investments, Retirement, Investment Management, Wealth, 401k, Strategic Financial..., Asset Allocation, Financial Planners, Investment Strategies, Fixed Annuities, Pensions, Certified Financial..., Personal Financial..., Small Business, Estate Planning, Finance, IRAs, ETFs, Personal Finance, Securities, Uniform Combined State..., Financial Services, Asset Management, Portfolio Management, Retirement Plan..., Life Insurance, Series 65, Disability Insurance, Insurance, Series 6, Term Life Insurance
Education
The American College 1994 — 1995
MS
The Colorado College 1979 — 1982
BA
Francisco Barnes, MBA's TIAA-CREF Experience June 2010 - Present
Job QA Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF June 2010 - Present
TIAA-CREF March 1999 - June 2010
Imperial A.I. Credit April 1997 - March 1999
Imperial A.I. Credit May 1996 - April 1997
Fine, Olin & Anderman February 1994 - May 1996
Skills
Program Management, Data Analysis, Quality Assurance, Software Project..., Test Planning, Software Quality..., Business Analysis, IT Strategy, Management, Release Management, Business Requirements, User Acceptance Testing, Agile Methodologies, Requirements Analysis, SDLC, Requirements Gathering, Leadership, Regression Testing, Change Management, Agile Project Management, Test Automation, Integration, Analysis, Vendor Management, Risk Management, Quality Center, Process Improvement, ITIL, PMO, Six Sigma, SharePoint, Financial Services, Business Process..., Defect Tracking, Test Management, MS Project, Data Warehousing, QTP, Cross-functional Team..., SQL, Testing, Visio, PMP, Strategic Planning, Software Documentation, System Testing, Project Management, Waterfall, Project Portfolio..., Team Building
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2009
MBA, Business Administration
College of Mount Saint Vincent 1989 — 1993
BA, History
TIAA-CREF June 2010 - Present
TIAA-CREF March 1999 - June 2010
Imperial A.I. Credit April 1997 - March 1999
Imperial A.I. Credit May 1996 - April 1997
Fine, Olin & Anderman February 1994 - May 1996
Skills
Program Management, Data Analysis, Quality Assurance, Software Project..., Test Planning, Software Quality..., Business Analysis, IT Strategy, Management, Release Management, Business Requirements, User Acceptance Testing, Agile Methodologies, Requirements Analysis, SDLC, Requirements Gathering, Leadership, Regression Testing, Change Management, Agile Project Management, Test Automation, Integration, Analysis, Vendor Management, Risk Management, Quality Center, Process Improvement, ITIL, PMO, Six Sigma, SharePoint, Financial Services, Business Process..., Defect Tracking, Test Management, MS Project, Data Warehousing, QTP, Cross-functional Team..., SQL, Testing, Visio, PMP, Strategic Planning, Software Documentation, System Testing, Project Management, Waterfall, Project Portfolio..., Team Building
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2009
MBA, Business Administration
College of Mount Saint Vincent 1989 — 1993
BA, History
Becca Clauer's TIAA-CREF Experience February 2015 - Present
Job Wealth Management Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
TIAA-CREF June 2013 - February 2015
TIAA-CREF December 2010 - May 2013
AlphaGrahics July 2009 - February 2010
FedEx Office June 2007 - June 2009
Oakwood Worldwide April 2005 - March 2007
Skills
Account Management, Outside Sales, New Business Development, Needs Analysis, Sales Presentations, Selling, Strategy, Lead Generation, Sales Process, Sales, Cold Calling, Business Development, Marketing, Training, Sales Operations, B2B, Analysis, Marketing Strategy, Salesforce.com, Management, Investments
Education
Colorado State University 2013 — 2015
Master's degree, Finance, General
Colorado State University 2010 — 2012
Bachelor of Science (BS), Business Management, 3.0
TIAA-CREF February 2015 - Present
TIAA-CREF June 2013 - February 2015
TIAA-CREF December 2010 - May 2013
AlphaGrahics July 2009 - February 2010
FedEx Office June 2007 - June 2009
Oakwood Worldwide April 2005 - March 2007
Skills
Account Management, Outside Sales, New Business Development, Needs Analysis, Sales Presentations, Selling, Strategy, Lead Generation, Sales Process, Sales, Cold Calling, Business Development, Marketing, Training, Sales Operations, B2B, Analysis, Marketing Strategy, Salesforce.com, Management, Investments
Education
Colorado State University 2013 — 2015
Master's degree, Finance, General
Colorado State University 2010 — 2012
Bachelor of Science (BS), Business Management, 3.0
Tim Lundgren's TIAA-CREF Experience November 2010 - Present
Job
Industry Financial Services
Experience
TIAA-CREF November 2010 - Present
US Bancorp May 2008 - December 2009
Edward Jones May 2007 - May 2008
Jackson Financial Services December 1996 - December 2006
PHH Mortgage Services August 1995 - December 1996
Merrill Lynch May 1994 - September 1994
Education
Colorado State University 1988 — 1995
BA
Grand Junction High School 1985 — 1987
TIAA-CREF November 2010 - Present
US Bancorp May 2008 - December 2009
Edward Jones May 2007 - May 2008
Jackson Financial Services December 1996 - December 2006
PHH Mortgage Services August 1995 - December 1996
Merrill Lynch May 1994 - September 1994
Education
Colorado State University 1988 — 1995
BA
Grand Junction High School 1985 — 1987
Mike Goguen's TIAA-CREF Experience July 2014 - Present
Job Lead Analyst, Sales Analytics & Reporting at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Wells Fargo Funds Management Group 2009 - June 2014
Evergreen Investments 2003 - 2009
Evergreen Investments 2000 - 2009
Skills
Financial Services, CRM, Business Analysis, Investments, Financial Analysis, Fixed Income, Mutual Funds, Strategic Planning, Sales Management, Marketing, Management, Requirements Gathering, Cross-functional Team..., Investment Advisory, Business Intelligence, Fixed Annuities, Competitive Analysis, Sales Operations, Vendor Management, Analysis, Investment Strategies, Finance, Banking, ETFs, Training, Business Strategy, Sales, Analytics, Strategy
Education
College of the Holy Cross 1993 — 1997
B.A., French, Visual Arts
St. John's Preparatory School 1989 — 1993
High School Diploma
TIAA-CREF July 2014 - Present
Wells Fargo Funds Management Group 2009 - June 2014
Evergreen Investments 2003 - 2009
Evergreen Investments 2000 - 2009
Skills
Financial Services, CRM, Business Analysis, Investments, Financial Analysis, Fixed Income, Mutual Funds, Strategic Planning, Sales Management, Marketing, Management, Requirements Gathering, Cross-functional Team..., Investment Advisory, Business Intelligence, Fixed Annuities, Competitive Analysis, Sales Operations, Vendor Management, Analysis, Investment Strategies, Finance, Banking, ETFs, Training, Business Strategy, Sales, Analytics, Strategy
Education
College of the Holy Cross 1993 — 1997
B.A., French, Visual Arts
St. John's Preparatory School 1989 — 1993
High School Diploma
Brad Broecker's TIAA-CREF Experience October 2014 - Present
Job Director Client Delivery at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF September 2013 - September 2014
TIAA-CREF August 2009 - September 2013
TIAA-CREF December 2008 - July 2009
TIAA-CREF September 2005 - December 2008
TIAA-CREF November 2004 - September 2005
JP Morgan Chase January 2004 - November 2004
TIAA-CREF October 2001 - September 2003
TIAA-CREF August 1999 - October 2001
Merrill Lynch November 1998 - August 1999
Skills
Business Analysis, Program Management, Financial Services, Mutual Funds, Leadership, Retirement, Training, Process Improvement, Strategy, Change Management, Software Documentation, Business Process..., CRM, Investments, Project Portfolio..., Risk Management, Testing
Education
Colorado State University 1993 — 1997
BSBA, Finance
TIAA-CREF October 2014 - Present
TIAA-CREF September 2013 - September 2014
TIAA-CREF August 2009 - September 2013
TIAA-CREF December 2008 - July 2009
TIAA-CREF September 2005 - December 2008
TIAA-CREF November 2004 - September 2005
JP Morgan Chase January 2004 - November 2004
TIAA-CREF October 2001 - September 2003
TIAA-CREF August 1999 - October 2001
Merrill Lynch November 1998 - August 1999
Skills
Business Analysis, Program Management, Financial Services, Mutual Funds, Leadership, Retirement, Training, Process Improvement, Strategy, Change Management, Software Documentation, Business Process..., CRM, Investments, Project Portfolio..., Risk Management, Testing
Education
Colorado State University 1993 — 1997
BSBA, Finance
Melissa Kwan's TIAA-CREF Experience January 2007 - May 2007
Job
Industry Building Materials
Experience
Johns Manville December 2012 - Present
SAP Conference 2013 - 2013
Johns Manville March 2011 - December 2012
Johns Manville January 2009 - March 2011
Johns Manville June 2008 - January 2009
University of Colorado at Denver February 2008 - June 2008
University of Colorado at Denver June 2007 - February 2008
Level 3 Communications May 2007 - October 2007
TIAA-CREF January 2007 - May 2007
Janus Capital Group June 2005 - May 2006
Skills
Financial Analysis, Customer Service, Accounting, Finance, SAP, Time Management, Process Improvement, Microsoft Excel, Budgets, Cross-functional Team..., Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Six Sigma, Variance Analysis, Cost Accounting, Forecasting, BlackLine
Education
University of Colorado at Denver 2006 — 2008
BS, Financial Management Systems
Colorado School of Mines 2004 — 2005
HS
Johns Manville December 2012 - Present
SAP Conference 2013 - 2013
Johns Manville March 2011 - December 2012
Johns Manville January 2009 - March 2011
Johns Manville June 2008 - January 2009
University of Colorado at Denver February 2008 - June 2008
University of Colorado at Denver June 2007 - February 2008
Level 3 Communications May 2007 - October 2007
TIAA-CREF January 2007 - May 2007
Janus Capital Group June 2005 - May 2006
Skills
Financial Analysis, Customer Service, Accounting, Finance, SAP, Time Management, Process Improvement, Microsoft Excel, Budgets, Cross-functional Team..., Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Six Sigma, Variance Analysis, Cost Accounting, Forecasting, BlackLine
Education
University of Colorado at Denver 2006 — 2008
BS, Financial Management Systems
Colorado School of Mines 2004 — 2005
HS
Rajnish Sharma's TIAA-CREF Experience July 2005 - Present
Job Director Sr. Development Manager
Industry Financial Services
Experience
TIAA-CREF July 2005 - Present
Bank Of America 2002 - 2005
Verizon 1998 - 2000
Chase Manhattan Bank 1997 - 2000
Vedaris 1995 - 1996
Skills
IT Strategy, Fixed Income, Enterprise Software, SDLC, Risk Management, Business Intelligence, Vendor Management, Program Management, Portfolio Management, Analytics, Strategy, Integration, Business Analysis, Microsoft SQL Server, Oracle, Leadership
Education
College for Financial Planning 2006 — 2008
M.S., Financial Analytics
National Institute Of Technology, Hamirpur 1990 — 1994
B.Tech, Computer Science & Engg
TIAA-CREF July 2005 - Present
Bank Of America 2002 - 2005
Verizon 1998 - 2000
Chase Manhattan Bank 1997 - 2000
Vedaris 1995 - 1996
Skills
IT Strategy, Fixed Income, Enterprise Software, SDLC, Risk Management, Business Intelligence, Vendor Management, Program Management, Portfolio Management, Analytics, Strategy, Integration, Business Analysis, Microsoft SQL Server, Oracle, Leadership
Education
College for Financial Planning 2006 — 2008
M.S., Financial Analytics
National Institute Of Technology, Hamirpur 1990 — 1994
B.Tech, Computer Science & Engg
Dustin Barr's TIAA-CREF Experience July 2009 - Present
Job Senior Analyst, Investment Products at TIAACREF
Industry Investment Management
Experience
TIAA-CREF July 2009 - Present
TIAA-CREF September 2007 - July 2009
Education
College of Charleston 2003 — 2007
BA, Business w/ Finance
TIAA-CREF July 2009 - Present
TIAA-CREF September 2007 - July 2009
Education
College of Charleston 2003 — 2007
BA, Business w/ Finance
Nick Hileman's TIAA-CREF Experience January 2006 - February 2011
Job Wealth Advisor at Cambridge Investment Research
Industry Investment Management
Experience
Cambridge Investment Research March 2014 - Present
VALIC November 2011 - March 2014
TIAA-CREF January 2006 - February 2011
T Rowe Price November 2002 - January 2006
Skills
Retirement Planning, Mutual Funds, Investments, Finance, IRAs, Personal Financial...
Education
University of Maryland College Park 1999 — 2001
BA, Economics
College of Southern Maryland 1998 — 1999
AA, Business Management
Cornell University 1996 — 1998
Westlake High School 1991 — 1998
Westlake 1991 — 1996
Cambridge Investment Research March 2014 - Present
VALIC November 2011 - March 2014
TIAA-CREF January 2006 - February 2011
T Rowe Price November 2002 - January 2006
Skills
Retirement Planning, Mutual Funds, Investments, Finance, IRAs, Personal Financial...
Education
University of Maryland College Park 1999 — 2001
BA, Economics
College of Southern Maryland 1998 — 1999
AA, Business Management
Cornell University 1996 — 1998
Westlake High School 1991 — 1998
Westlake 1991 — 1996
Chad Gutierrez's TIAA-CREF Experience April 2014 - Present
Job Senior Talent Acquisition Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Guggenheim Securities November 2009 - April 2014
Guggenheim Partners March 2006 - November 2009
B&C Electronic Engineering, Inc. November 2004 - February 2006
Skills
Talent Acquisition, Recruiting, College Recruiting, Career Development, Extending Offers, Interviews, Taleo, Samshfly, Wanted Analytics, Recruitment, Onboarding, Vendor Management, Office Administration, Expense Management, Procurement, Capital Markets, Leadership, Financial Modeling, Joint Ventures, Management, Fixed Income, Hedge Funds, Valuation, Bloomberg, Finance, Equities, Investment Banking, Asset Management, Restructuring, Private Equity, Project Management, Human Resources
Education
Colorado College 1998 — 2002
Bachelor of Arts (B.A.)
Colorado Academy 1995 — 1998
Graland Country Day School 1989 — 1995
TIAA-CREF April 2014 - Present
Guggenheim Securities November 2009 - April 2014
Guggenheim Partners March 2006 - November 2009
B&C Electronic Engineering, Inc. November 2004 - February 2006
Skills
Talent Acquisition, Recruiting, College Recruiting, Career Development, Extending Offers, Interviews, Taleo, Samshfly, Wanted Analytics, Recruitment, Onboarding, Vendor Management, Office Administration, Expense Management, Procurement, Capital Markets, Leadership, Financial Modeling, Joint Ventures, Management, Fixed Income, Hedge Funds, Valuation, Bloomberg, Finance, Equities, Investment Banking, Asset Management, Restructuring, Private Equity, Project Management, Human Resources
Education
Colorado College 1998 — 2002
Bachelor of Arts (B.A.)
Colorado Academy 1995 — 1998
Graland Country Day School 1989 — 1995
Alease Pleasant's TIAA-CREF Experience April 2009 - Present
Job IT Project Manager TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2009 - Present
TIAA-CREF September 2002 - August 2008
Education
Regis University 1998 — 2000
MBA, Operations Management
Colorado College 1990 — 1994
BA, Biology
TIAA-CREF April 2009 - Present
TIAA-CREF September 2002 - August 2008
Education
Regis University 1998 — 2000
MBA, Operations Management
Colorado College 1990 — 1994
BA, Biology
Rick Berry CRPC ®'s TIAA-CREF Experience August 2012 - Present
Job Director, Affiliated Business Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
Healey & Associates September 2010 - January 2012
TD Bank Group July 2008 - June 2009
Foreside Advisory Network March 2007 - May 2008
Bank of America October 2005 - March 2007
Putnam Investments November 2001 - October 2005
Skills
Series 7, Series 63, Series 65, Chartered Retirement..., Mutual Funds, Wealth Management, Asset Allocation, Investments, Alternative Investments, Series 6, Investment Advisory, Investment Strategies, Retirement Planning, ETFs, Separately Managed..., Asset Managment, Fixed Income, Securities, Strategic Financial..., Retirement, 401k, Fixed Annuities, Finance
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counsler, Financial Services
University of Maine 1996 — 2000
Bachelor of General Studies, Business
TIAA-CREF August 2012 - Present
Healey & Associates September 2010 - January 2012
TD Bank Group July 2008 - June 2009
Foreside Advisory Network March 2007 - May 2008
Bank of America October 2005 - March 2007
Putnam Investments November 2001 - October 2005
Skills
Series 7, Series 63, Series 65, Chartered Retirement..., Mutual Funds, Wealth Management, Asset Allocation, Investments, Alternative Investments, Series 6, Investment Advisory, Investment Strategies, Retirement Planning, ETFs, Separately Managed..., Asset Managment, Fixed Income, Securities, Strategic Financial..., Retirement, 401k, Fixed Annuities, Finance
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counsler, Financial Services
University of Maine 1996 — 2000
Bachelor of General Studies, Business
Jason Chamberlain's TIAA-CREF Experience January 2014 - Present
Job Director, Operations
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Archer-Chamberlain June 2013 - January 2014
Symetra July 2011 - June 2013
Wells Fargo October 2007 - July 2011
Tow Financial Advisors May 2003 - July 2007
Skills
Change Management, Project Management, Series 7, Series 65, Operations Management, Life Insurance, Leadership Development, Investor Relations, Divestitures, Fixed Annuities, Customer Service, Call Center, Compliance, Internal Audit, Cross Functional Team..., Call Centers, Risk Management, Employee Benefits, Securities, Performance Management, Insurance, Leadership, Sales, Employee Engagement, Underwriting, Health Insurance, Claim, Process Improvement, Vendor Management, Relationship Management, Disability Insurance, Financial Services, Customer Experience, Training, Team Building, Business Analysis, Business Process..., Management, Cross-functional Team..., Claims Management, Employee Relations, Program Management, Strategic Planning, Strategy, Budgets, Requirements Gathering, Mutual Funds, Series 63
Education
Colorado State University
M.A., Organizational Psychology
University of Amsterdam
International Politics, Poli Sci
University of California, Davis
BA, Sociology
TIAA-CREF January 2014 - Present
Archer-Chamberlain June 2013 - January 2014
Symetra July 2011 - June 2013
Wells Fargo October 2007 - July 2011
Tow Financial Advisors May 2003 - July 2007
Skills
Change Management, Project Management, Series 7, Series 65, Operations Management, Life Insurance, Leadership Development, Investor Relations, Divestitures, Fixed Annuities, Customer Service, Call Center, Compliance, Internal Audit, Cross Functional Team..., Call Centers, Risk Management, Employee Benefits, Securities, Performance Management, Insurance, Leadership, Sales, Employee Engagement, Underwriting, Health Insurance, Claim, Process Improvement, Vendor Management, Relationship Management, Disability Insurance, Financial Services, Customer Experience, Training, Team Building, Business Analysis, Business Process..., Management, Cross-functional Team..., Claims Management, Employee Relations, Program Management, Strategic Planning, Strategy, Budgets, Requirements Gathering, Mutual Funds, Series 63
Education
Colorado State University
M.A., Organizational Psychology
University of Amsterdam
International Politics, Poli Sci
University of California, Davis
BA, Sociology
Heyden Pue's TIAA-CREF Experience March 2006 - October 2012
Job Auto Loan Consultant at AC AUTOPAY LLC
Industry Financial Services
Experience
AC AUTOPAY LLC May 2015 - Present
Charles Schwab February 2013 - February 2015
TIAA-CREF March 2006 - October 2012
U.S. Bank May 2005 - March 2006
Charles Schwab April 2004 - May 2005
Janus Capital Group December 2003 - April 2004
Lithia Motors October 2002 - April 2003
Denver Job Guide February 2001 - August 2002
Rhythms NetConnections August 1998 - February 2001
Skills
Series 7, Series 65, Series 63, Series 6, Adaptability, Team-oriented, Social Media, Problem Solving, Customer Retention, Customer Acquisition, Sales Presentations, Public Speaking, Retail Banking, Team Building, Building Relationships, Member of Toastmasters, Sales Process, Retirement Planning
Education
Colorado State University 1990 — 1996
Bachelor of Arts, Public Relations, Advertising, and Applied Communication
Metropolitan State College of Denver
AC AUTOPAY LLC May 2015 - Present
Charles Schwab February 2013 - February 2015
TIAA-CREF March 2006 - October 2012
U.S. Bank May 2005 - March 2006
Charles Schwab April 2004 - May 2005
Janus Capital Group December 2003 - April 2004
Lithia Motors October 2002 - April 2003
Denver Job Guide February 2001 - August 2002
Rhythms NetConnections August 1998 - February 2001
Skills
Series 7, Series 65, Series 63, Series 6, Adaptability, Team-oriented, Social Media, Problem Solving, Customer Retention, Customer Acquisition, Sales Presentations, Public Speaking, Retail Banking, Team Building, Building Relationships, Member of Toastmasters, Sales Process, Retirement Planning
Education
Colorado State University 1990 — 1996
Bachelor of Arts, Public Relations, Advertising, and Applied Communication
Metropolitan State College of Denver
Lorrie Calupas's TIAA-CREF Experience December 2011 - Present
Job
Industry Financial Services
Experience
TIAA-CREF December 2011 - Present
Education
College of Charleston 1995 — 1999
Bachelor's
TIAA-CREF December 2011 - Present
Education
College of Charleston 1995 — 1999
Bachelor's
Sally Geaney's TIAA-CREF Experience October 2012 - Present
Job Senior Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2012 - Present
Wells Fargo April 2010 - October 2012
Fidelity Investments March 2003 - December 2007
Fidelity Investments November 1993 - 2003
Fidelity Investments March 1993 - October 1993
MCI 1992 - 1993
American Express 1988 - 1992
Boston Direct 1986 - 1987
Epsilon 1985 - 1986
WearGuard 1982 - 1985
Skills
401k, Alternative Investments, Asset Allocation, Budgets, Call Centers, Business Strategy, Change Management, Customer Service, Financial Services, Insurance, Investments, Leadership, Management, Mutual Funds, Outsourcing, P, Program Management, Retail, Risk Management, Retirement Planning, Securities, Sales, Series 63, Strategic Planning, Series 7, Strategy, Wealth Management, Start-ups
Education
Harvard Business School 1987 — 1989
MBA
College of the Holy Cross 1977 — 1981
TIAA-CREF October 2012 - Present
Wells Fargo April 2010 - October 2012
Fidelity Investments March 2003 - December 2007
Fidelity Investments November 1993 - 2003
Fidelity Investments March 1993 - October 1993
MCI 1992 - 1993
American Express 1988 - 1992
Boston Direct 1986 - 1987
Epsilon 1985 - 1986
WearGuard 1982 - 1985
Skills
401k, Alternative Investments, Asset Allocation, Budgets, Call Centers, Business Strategy, Change Management, Customer Service, Financial Services, Insurance, Investments, Leadership, Management, Mutual Funds, Outsourcing, P, Program Management, Retail, Risk Management, Retirement Planning, Securities, Sales, Series 63, Strategic Planning, Series 7, Strategy, Wealth Management, Start-ups
Education
Harvard Business School 1987 — 1989
MBA
College of the Holy Cross 1977 — 1981
Noah Jenkins's TIAA-CREF Experience May 2014 - January 2015
Job Account Manager Software Vertical at NetSuite
Industry Computer Software
Experience
NetSuite January 2015 - Present
TIAA-CREF May 2014 - January 2015
Charles Schwab March 2011 - May 2014
OppenheimerFunds October 2007 - March 2009
Titan Financial Group June 2006 - October 2007
Skills
Enterprise Software, Sales, CRM, Finance, Investment Strategies, Financial Advisory, Marketing, Portfolio Management, Management, Financial Analysis, Retirement Planning, Cloud Computing, SaaS, NetSuite, Negotiation, Business Development, Relationship Management
Education
Colorado Christian University 2000 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Illinois at Chicago 1998 — 2000
Business, Management, Marketing, and Related Support Services
NetSuite January 2015 - Present
TIAA-CREF May 2014 - January 2015
Charles Schwab March 2011 - May 2014
OppenheimerFunds October 2007 - March 2009
Titan Financial Group June 2006 - October 2007
Skills
Enterprise Software, Sales, CRM, Finance, Investment Strategies, Financial Advisory, Marketing, Portfolio Management, Management, Financial Analysis, Retirement Planning, Cloud Computing, SaaS, NetSuite, Negotiation, Business Development, Relationship Management
Education
Colorado Christian University 2000 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Illinois at Chicago 1998 — 2000
Business, Management, Marketing, and Related Support Services
Ron Rappaport's TIAA-CREF Experience August 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF August 2010 - Present
JP Morgan August 2006 - January 2008
Education
College for Financial Planning 1983 — 1985
6/22/1985, Financial Planning
TIAA-CREF August 2010 - Present
JP Morgan August 2006 - January 2008
Education
College for Financial Planning 1983 — 1985
6/22/1985, Financial Planning
Jakubowski, Steven's TIAA-CREF Experience January 2012 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2012 - Present
Skills
Series 7, Fixed Annuities, Financial Analysis, Fixed Income, Strategic Financial..., Investments
Education
College of Charleston 1998 — 2002
Bachelors, Finance
TIAA-CREF January 2012 - Present
Skills
Series 7, Fixed Annuities, Financial Analysis, Fixed Income, Strategic Financial..., Investments
Education
College of Charleston 1998 — 2002
Bachelors, Finance
Carol Kerler's TIAA-CREF Experience 1988 - 2008
Job Marketing Consultant, Writer, Editor
Industry Financial Services
Experience
TIAA-CREF and several non-profits 2009 - Present
TIAA-CREF 1988 - 2008
Skills
Vendor Management, Process Improvement, Insurance, Risk Management, Business Analysis, Project Management, Strategic Planning, Marketing, Change Management, Strategy, CRM, Program Management, Analytics, Leadership, Management Consulting, Cross-functional Team..., Product Marketing, Marketing Communications, Marketing Strategy, Sales, Management, Finance, Analysis, Business Development, Market Research, Start-ups, Product Management, Business Planning, Budgets, Mergers & Acquisitions, Direct Marketing
Education
Fordham Gabelli School of Business 1980 — 1983
MBA, Management
College of Mount Saint Vincent 1975 — 1979
BA, Marketing and English
Garden City High
TIAA-CREF and several non-profits 2009 - Present
TIAA-CREF 1988 - 2008
Skills
Vendor Management, Process Improvement, Insurance, Risk Management, Business Analysis, Project Management, Strategic Planning, Marketing, Change Management, Strategy, CRM, Program Management, Analytics, Leadership, Management Consulting, Cross-functional Team..., Product Marketing, Marketing Communications, Marketing Strategy, Sales, Management, Finance, Analysis, Business Development, Market Research, Start-ups, Product Management, Business Planning, Budgets, Mergers & Acquisitions, Direct Marketing
Education
Fordham Gabelli School of Business 1980 — 1983
MBA, Management
College of Mount Saint Vincent 1975 — 1979
BA, Marketing and English
Garden City High
Ann Wolicki's TIAA-CREF Experience October 2009 - Present
Job Brokerage Operations Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2009 - Present
INVESCO Aim June 2005 - August 2009
Retail Brand Alliance 2002 - 2005
Skills
Customer Service, Mutual Funds, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Financial Services, Time Management, Teamwork
Education
Colorado State University 2001 — 2005
Bachelors, Economics
TIAA-CREF October 2009 - Present
INVESCO Aim June 2005 - August 2009
Retail Brand Alliance 2002 - 2005
Skills
Customer Service, Mutual Funds, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Financial Services, Time Management, Teamwork
Education
Colorado State University 2001 — 2005
Bachelors, Economics
Keith Stechmesser's TIAA-CREF Experience 1995 - 2008
Job Certified Financial Planner at American National Bank
Industry Financial Services
Experience
American National Bank 2007 - Present
TIAA-CREF 1995 - 2008
TIAA-CREF July 2001 - July 2007
TIAA-CREF 2001 - 2007
Education
University of Denver 1985 — 1988
MBA, Marketing/Finance
College for Financial Planning
CFP, Financial Planning
Concordia University, Nebraska
BS, Secondary Education
The American College
CLU, ChFC
American National Bank 2007 - Present
TIAA-CREF 1995 - 2008
TIAA-CREF July 2001 - July 2007
TIAA-CREF 2001 - 2007
Education
University of Denver 1985 — 1988
MBA, Marketing/Finance
College for Financial Planning
CFP, Financial Planning
Concordia University, Nebraska
BS, Secondary Education
The American College
CLU, ChFC
Erin Nallin's TIAA-CREF Experience June 2013 - Present
Job Human Capital Programs, Human Resources Manager, Change Management, Program Management
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
Morgan Stanley 2012 - 2013
Morgan Stanley 2009 - 2012
Morgan Stanley 2004 - 2009
Morgan Stanley 2001 - 2004
Morgan Stanley 2000 - 2001
Skills
Change Management, Onboarding, Project Management, Expense Management, Office Management, Event Planning, Human Resources, Relationship-building...
Education
University of Scranton
Bachelor of Science, Business Management
College of Saint Elizabeth
Graduate Studies
New York University, School of Continuing Education
Certificate, Meeting and Event Planning
TIAA-CREF June 2013 - Present
Morgan Stanley 2012 - 2013
Morgan Stanley 2009 - 2012
Morgan Stanley 2004 - 2009
Morgan Stanley 2001 - 2004
Morgan Stanley 2000 - 2001
Skills
Change Management, Onboarding, Project Management, Expense Management, Office Management, Event Planning, Human Resources, Relationship-building...
Education
University of Scranton
Bachelor of Science, Business Management
College of Saint Elizabeth
Graduate Studies
New York University, School of Continuing Education
Certificate, Meeting and Event Planning
Marjorie Heidinger's TIAA-CREF Experience January 2010 - July 2011
Job Manager Content Development at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
TIAA-CREF January 2010 - July 2011
TIAA-CREF November 2006 - August 2008
TIAA-CREF July 2004 - November 2006
TIAA-CREF March 1998 - July 2004
TIAA-CREF March 1996 - March 1998
INVESCO December 1991 - March 1996
Skills
Cross-functional Team..., Process Improvement, Leadership, Change Management, Project Management, Strategic Planning, Business Strategy, Marketing, Team Building, Training, Financial Services, Mutual Funds, Sales, Business Analysis, Investments
Education
Colorado State University 1985 — 1989
BS, Finance
Charles Schwab July 2011 - Present
TIAA-CREF January 2010 - July 2011
TIAA-CREF November 2006 - August 2008
TIAA-CREF July 2004 - November 2006
TIAA-CREF March 1998 - July 2004
TIAA-CREF March 1996 - March 1998
INVESCO December 1991 - March 1996
Skills
Cross-functional Team..., Process Improvement, Leadership, Change Management, Project Management, Strategic Planning, Business Strategy, Marketing, Team Building, Training, Financial Services, Mutual Funds, Sales, Business Analysis, Investments
Education
Colorado State University 1985 — 1989
BS, Finance
Jason Creel's TIAA-CREF Experience September 2006 - Present
Job Managing Director, Head of Managed Accounts at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2006 - Present
Columbia Management 2000 - 2006
Skills
Mutual Funds, Separately Managed..., Series 7, Sales Operations, Asset Management
Education
College of Charleston 1991 — 1997
BA, Corporate Communications
TIAA-CREF September 2006 - Present
Columbia Management 2000 - 2006
Skills
Mutual Funds, Separately Managed..., Series 7, Sales Operations, Asset Management
Education
College of Charleston 1991 — 1997
BA, Corporate Communications
Christopher L. Sears's TIAA-CREF Experience September 2010 - Present
Job Manager, Applications at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF September 2010 - Present
SunGard Consulting Services 2002 - September 2010
Pyramid Digital Solutions 2000 - 2002
CitiStreet 1999 - 2000
State Street 1997 - 1999
Education
College of the Holy Cross 1992 — 1996
BA, Economics
TIAA-CREF September 2010 - Present
SunGard Consulting Services 2002 - September 2010
Pyramid Digital Solutions 2000 - 2002
CitiStreet 1999 - 2000
State Street 1997 - 1999
Education
College of the Holy Cross 1992 — 1996
BA, Economics
Mark Antonation's TIAA-CREF Experience August 2009 - November 2009
Job Food and Restaurant Writer at Westword
Industry Writing and Editing
Experience
Westword June 2014 - Present
Denver restaurant scene 2013 - 2015
Denver restaurant scene 2013 - 2015
IQNavigator October 2011 - June 2014
Trust Company of America November 2009 - September 2011
TIAA-CREF August 2009 - November 2009
AIMCO May 2005 - February 2009
OppenheimerFunds July 1997 - October 2004
Education
Colorado State University 1985 — 1995
Westword June 2014 - Present
Denver restaurant scene 2013 - 2015
Denver restaurant scene 2013 - 2015
IQNavigator October 2011 - June 2014
Trust Company of America November 2009 - September 2011
TIAA-CREF August 2009 - November 2009
AIMCO May 2005 - February 2009
OppenheimerFunds July 1997 - October 2004
Education
Colorado State University 1985 — 1995
Darren Edney's TIAA-CREF Experience 2013 - Present
Job Quantitative Analyst, Mktg Analysis & Capabilities
Industry Information Services
Experience
TIAA-CREF 2013 - Present
Bank of America May 1998 - June 2012
Skills
Business Analysis, Analytics, Banking, Business Intelligence, Analysis, Data Analysis, Access, Business Process..., Budgets, Financial Analysis, Management, Process Improvement, Microsoft Excel, Risk Management, Vendor Management, Portfolio Management, SharePoint, VBA, Financial Modeling, SDLC, Visio, Financial Reporting, Data Warehousing, SQL, SAS, SSIS
Education
College of Charleston 1988 — 1991
Bachelor's degree, Chemistry
TIAA-CREF 2013 - Present
Bank of America May 1998 - June 2012
Skills
Business Analysis, Analytics, Banking, Business Intelligence, Analysis, Data Analysis, Access, Business Process..., Budgets, Financial Analysis, Management, Process Improvement, Microsoft Excel, Risk Management, Vendor Management, Portfolio Management, SharePoint, VBA, Financial Modeling, SDLC, Visio, Financial Reporting, Data Warehousing, SQL, SAS, SSIS
Education
College of Charleston 1988 — 1991
Bachelor's degree, Chemistry
Larry Ngai's TIAA-CREF Experience August 2006 - July 2007
Job Vice President, Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management August 2013 - Present
HSBC Securities January 2010 - August 2013
TIAA-CREF August 2006 - July 2007
Charles Schwab September 1994 - January 2005
Education
College for Financial Planning 2002 — 2006
MS, Financial Planning
San Francisco State University, College of Business 1987 — 1991
BS, Business Administration
Citi Personal Wealth Management August 2013 - Present
HSBC Securities January 2010 - August 2013
TIAA-CREF August 2006 - July 2007
Charles Schwab September 1994 - January 2005
Education
College for Financial Planning 2002 — 2006
MS, Financial Planning
San Francisco State University, College of Business 1987 — 1991
BS, Business Administration
Mary Jo Pointer's TIAA-CREF Experience QA Analyst Assect Transfers In LeadTIAA-CREF - Teachers Retirement InvestmentJanuary 2008 - Present
Job QA Analyst Assect Transfers In Lead at TIAACREF – Teachers Retirement Investment
Industry Financial Services
Experience
TIAA-CREF QA Analyst Assect Transfers In LeadTIAA-CREF - Teachers Retirement InvestmentJanuary 2008 - Present
US Bank - Integrated Cards Systems September 2005 - November 2007
Education
Colorado Mesa University
TIAA-CREF QA Analyst Assect Transfers In LeadTIAA-CREF - Teachers Retirement InvestmentJanuary 2008 - Present
US Bank - Integrated Cards Systems September 2005 - November 2007
Education
Colorado Mesa University
Michael Noone's TIAA-CREF Experience August 2012 - Present
Job President, Tuition Financing Inc at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
TIAA-CREF August 2006 - August 2012
Education
College of the Holy Cross 1982 — 1986
TIAA-CREF August 2012 - Present
TIAA-CREF August 2006 - August 2012
Education
College of the Holy Cross 1982 — 1986
Shaun Schuyler's TIAA-CREF Experience February 2010 - Present
Job Process and Controls Analyst at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF February 2010 - Present
TIAA-CREF February 2001 - February 2010
Timebridge Technologies November 1999 - November 2000
Fusion Consulting, Inc. May 1999 - November 1999
MCI May 1995 - May 1999
Skills
Requirements Gathering, Business Analysis, Analysis, Project Management, SharePoint, Customer Satisfaction, Process Improvement, Visio, Change Management, IT Management, Software Documentation, Business Process, Requirements Analysis, Program Management, SQL, CRM, Access, Training, Business Process..., Business Intelligence, SDLC, Vendor Management, Integration, Oracle, Disaster Recovery, Mainframe, PMP, ITIL
Education
Regis University 2003 — 2005
MBA, General MBA
Colorado State University 1990 — 1994
Bachelor of Arts, Economics
TIAA-CREF February 2010 - Present
TIAA-CREF February 2001 - February 2010
Timebridge Technologies November 1999 - November 2000
Fusion Consulting, Inc. May 1999 - November 1999
MCI May 1995 - May 1999
Skills
Requirements Gathering, Business Analysis, Analysis, Project Management, SharePoint, Customer Satisfaction, Process Improvement, Visio, Change Management, IT Management, Software Documentation, Business Process, Requirements Analysis, Program Management, SQL, CRM, Access, Training, Business Process..., Business Intelligence, SDLC, Vendor Management, Integration, Oracle, Disaster Recovery, Mainframe, PMP, ITIL
Education
Regis University 2003 — 2005
MBA, General MBA
Colorado State University 1990 — 1994
Bachelor of Arts, Economics
Sebastian Fidelus, CPA's TIAA-CREF Experience December 2014 - Present
Job Associate, Global Private Markets
Industry Investment Management
Jackie Pieper's TIAA-CREF Experience August 2011 - Present
Job IT Business Analyst for Retirement Plans at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF August 2011 - Present
Wells Fargo March 2010 - September 2011
Bank of America December 2006 - February 2010
Hewitt Associates July 1984 - December 2006
Skills
SQL, Analysis, Business Analysis, Business Process..., Business Requirements, SDLC, Vendor Management, Requirements Analysis
Education
College of Lake County 1984 — 1986
Associate, Applied Science - Computer Science
TIAA-CREF August 2011 - Present
Wells Fargo March 2010 - September 2011
Bank of America December 2006 - February 2010
Hewitt Associates July 1984 - December 2006
Skills
SQL, Analysis, Business Analysis, Business Process..., Business Requirements, SDLC, Vendor Management, Requirements Analysis
Education
College of Lake County 1984 — 1986
Associate, Applied Science - Computer Science
Jon Kirby's TIAA-CREF Experience July 2007 - August 2012
Job Associate at Bluestem Capital Company
Industry Venture Capital & Private Equity
Experience
Bluestem Capital Company August 2012 - Present
TIAA-CREF July 2007 - August 2012
Westfax Inc. February 2005 - February 2007
Skills
Series 7, Investments, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., Series 63, Asset Allocation, Asset Managment, Wealth Management, Portfolio Management, Retirement, Financial Analysis, Strategic Planning, Insurance
Education
University of Sioux Falls 2014 — 2016
Master of Business Administration (MBA)
Colorado Christian University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Sioux Falls Christian High School 1994 — 1998
Bluestem Capital Company August 2012 - Present
TIAA-CREF July 2007 - August 2012
Westfax Inc. February 2005 - February 2007
Skills
Series 7, Investments, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., Series 63, Asset Allocation, Asset Managment, Wealth Management, Portfolio Management, Retirement, Financial Analysis, Strategic Planning, Insurance
Education
University of Sioux Falls 2014 — 2016
Master of Business Administration (MBA)
Colorado Christian University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Sioux Falls Christian High School 1994 — 1998
John Morriss's TIAA-CREF Experience 2011 - Present
Job Head of Fixed Income Research at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2011 - Present
TIAA-CREF 2009 - 2011
TIAA-CREF 2005 - 2009
TIAA-CREF 1998 - 2005
The Chase Manhattan Bank 1990 - 1996
Education
College of the Holy Cross 1986 — 1990
New York University - Leonard N. Stern School of Business
TIAA-CREF 2011 - Present
TIAA-CREF 2009 - 2011
TIAA-CREF 2005 - 2009
TIAA-CREF 1998 - 2005
The Chase Manhattan Bank 1990 - 1996
Education
College of the Holy Cross 1986 — 1990
New York University - Leonard N. Stern School of Business
Loren Camp's TIAA-CREF Experience September 1999 - December 2004
Job Financial Planner
Industry Investment Management
Experience
NR Smith and Associates June 2011 - Present
Diversified Financial Strategies April 2006 - November 2009
Financial Network Investment Corp January 2005 - March 2006
TIAA-CREF September 1999 - December 2004
PGA Futures January 1999 - June 1999
Traders Network November 1995 - December 1998
ADM Investor Services January 1991 - July 1994
Education
The American College 2003 — 2003
ChFC, Financial Consulting
CFA Institute 2001 — 2003
CFA, Financial Analyst
College for Financial Planning 2001 — 2003
CFP, Financial Planning
Pacific Lutheran University 1986 — 1990
Bachelor, Business Administration
NR Smith and Associates June 2011 - Present
Diversified Financial Strategies April 2006 - November 2009
Financial Network Investment Corp January 2005 - March 2006
TIAA-CREF September 1999 - December 2004
PGA Futures January 1999 - June 1999
Traders Network November 1995 - December 1998
ADM Investor Services January 1991 - July 1994
Education
The American College 2003 — 2003
ChFC, Financial Consulting
CFA Institute 2001 — 2003
CFA, Financial Analyst
College for Financial Planning 2001 — 2003
CFP, Financial Planning
Pacific Lutheran University 1986 — 1990
Bachelor, Business Administration
Anthony Tyree's TIAA-CREF Experience March 2013 - Present
Job Individual consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
US Bank June 2011 - December 2012
Skills
Banking, Commercial Banking, Portfolio Management, Cash Management, Finance, Investments, Series 7, Series 63, Life Insurance, Consulting, Retirement Planning, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Colorado State University 2008 — 2012
BS, Finance
Colorado State University (CSU) 2008 — 2012
Bachelor of Science, Business Administration; Corporate Finance
TIAA-CREF March 2013 - Present
US Bank June 2011 - December 2012
Skills
Banking, Commercial Banking, Portfolio Management, Cash Management, Finance, Investments, Series 7, Series 63, Life Insurance, Consulting, Retirement Planning, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Colorado State University 2008 — 2012
BS, Finance
Colorado State University (CSU) 2008 — 2012
Bachelor of Science, Business Administration; Corporate Finance
Douglas J Keene's TIAA-CREF Experience October 1994 - August 1995
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
--Self employed 2009 - 2011
MBIA September 2007 - May 2009
Dolce July 2006 - September 2007
MasterCard August 1995 - May 2005
TIAA-CREF October 1994 - August 1995
PepsiCo May 1987 - October 1994
Skills
Video Conferencing, AV, Tandberg
Education
College of Mount Saint Vincent 1982 — 1985
BA, Communications
Elizabeth Seton College 1980 — 1982
AOS, Radio and T.V.
--Self employed 2009 - 2011
MBIA September 2007 - May 2009
Dolce July 2006 - September 2007
MasterCard August 1995 - May 2005
TIAA-CREF October 1994 - August 1995
PepsiCo May 1987 - October 1994
Skills
Video Conferencing, AV, Tandberg
Education
College of Mount Saint Vincent 1982 — 1985
BA, Communications
Elizabeth Seton College 1980 — 1982
AOS, Radio and T.V.
Jeff Mercuri's TIAA-CREF Experience October 2004 - August 2008
Job Regional Branch Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
TIAA-CREF October 2004 - August 2008
TIAA-CREF January 2003 - October 2004
Nationsfunds April 2001 - December 2002
UVEST Investment Services Inc. June 2000 - April 2001
SCOTTRADE Inc May 1999 - June 2000
Skills
Securities, Investments, Financial Services, Mutual Funds, Sales, Risk Management, Series 7, Retirement Planning, Finance, Insurance
Education
College of Charleston
University of North Carolina at Charlotte
B.A., Philosophy
Wells Fargo Advisors March 2009 - Present
TIAA-CREF October 2004 - August 2008
TIAA-CREF January 2003 - October 2004
Nationsfunds April 2001 - December 2002
UVEST Investment Services Inc. June 2000 - April 2001
SCOTTRADE Inc May 1999 - June 2000
Skills
Securities, Investments, Financial Services, Mutual Funds, Sales, Risk Management, Series 7, Retirement Planning, Finance, Insurance
Education
College of Charleston
University of North Carolina at Charlotte
B.A., Philosophy
Joshua Tavrow's TIAA-CREF Experience October 2006 - January 2009
Job Operations/Administrative Generalist
Industry Human Resources
Experience
UBS March 2013 - June 2014
Office Team – Homeserve USA November 2012 - March 2013
HomeServe USA February 2012 - October 2012
Lund Consulting LLC March 2009 - January 2012
TIAA-CREF October 2006 - January 2009
Skills
Research, Public Speaking, Grant Writing, Public Relations, Data Analysis, Copy Editing, Community Outreach, Qualitative Research, Statistics, Program Development, Teaching, Strategy, Outlook, Administrative...
Education
Colorado College 1995 — 1999
BA, History
UBS March 2013 - June 2014
Office Team – Homeserve USA November 2012 - March 2013
HomeServe USA February 2012 - October 2012
Lund Consulting LLC March 2009 - January 2012
TIAA-CREF October 2006 - January 2009
Skills
Research, Public Speaking, Grant Writing, Public Relations, Data Analysis, Copy Editing, Community Outreach, Qualitative Research, Statistics, Program Development, Teaching, Strategy, Outlook, Administrative...
Education
Colorado College 1995 — 1999
BA, History
Roshan Maharjan, MBA's TIAA-CREF Experience June 2014 - Present
Job Financial Services Consultant Wealth Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Wells Fargo September 2013 - June 2014
Sheraton Denver Downtown June 2007 - September 2013
Skills
Portfolio Management, Budgets, Customer Service, Managerial Finance, Hotels, Financial Analysis, Accounting, Microsoft Excel, Corporate Finance, Finance
Education
Colorado State University
Master of Business Administration (MBA), Finance Certificate
Metropolitan State University of Denver
Bachelor of Science, Finance, 3.73
TIAA-CREF June 2014 - Present
Wells Fargo September 2013 - June 2014
Sheraton Denver Downtown June 2007 - September 2013
Skills
Portfolio Management, Budgets, Customer Service, Managerial Finance, Hotels, Financial Analysis, Accounting, Microsoft Excel, Corporate Finance, Finance
Education
Colorado State University
Master of Business Administration (MBA), Finance Certificate
Metropolitan State University of Denver
Bachelor of Science, Finance, 3.73
Dustin Barr, CFA's TIAA-CREF Experience February 2014 - July 2015
Job Director of Research at Carolinas Investment Consulting
Industry Investment Management
Experience
Carolinas Investment Consulting July 2015 - Present
TIAA-CREF February 2014 - July 2015
TIAA-CREF April 2012 - February 2014
TIAA-CREF February 2011 - April 2012
TIAA-CREF July 2009 - February 2011
TIAA-CREF September 2007 - July 2009
Skills
Equities, Fixed Income Analysis, Asset Allocation, Product Management, Product Development, Mergers & Acquisitions, Operations Management, PowerPoint, Microsoft Excel, Strategic Planning, Mutual Funds, ETFs, Closed-end Funds
Education
College of Charleston 2004 — 2007
Bachelor's degree, Business Administration and Management, General/Finance
Carolinas Investment Consulting July 2015 - Present
TIAA-CREF February 2014 - July 2015
TIAA-CREF April 2012 - February 2014
TIAA-CREF February 2011 - April 2012
TIAA-CREF July 2009 - February 2011
TIAA-CREF September 2007 - July 2009
Skills
Equities, Fixed Income Analysis, Asset Allocation, Product Management, Product Development, Mergers & Acquisitions, Operations Management, PowerPoint, Microsoft Excel, Strategic Planning, Mutual Funds, ETFs, Closed-end Funds
Education
College of Charleston 2004 — 2007
Bachelor's degree, Business Administration and Management, General/Finance
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