TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
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TIAA-CREF Employees
Mallinckrodt Pharmaceuticals December 2013 - Present
Mallinckrodt Pharmaceuticals October 2012 - December 2013
TIAA-CREF September 2007 - October 2012
AT&T December 2003 - August 2005
Skills
Microsoft Office, Problem Solving, Root Cause Analysis, Customer Service, Customer Satisfaction, Supervisory Skills, Research, Billing, Access, Performance Management, Training, Software Documentation, Process Improvement, Coaching, Call Centers, Invoicing, Leadership, Data Analysis, SAP, Healthcare, Employee Benefits, Public Speaking, Management, Team Building, Analysis, Sales, Team Leadership
Education
Webster University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Colorado Technical University
Bachelor of Business Administration (B.S.B.A.), Management
Sonship School of the Firstborn
Certificate of Completion, Christian Studies
TIAA-CREF October 2015 - Present
TIAA-CREF May 2014 - October 2015
T. Rowe Price July 2013 - May 2014
T. Rowe Price May 2013 - May 2014
T. Rowe Price January 2011 - May 2014
T. Rowe Price July 2011 - June 2012
Bauer Wealth Management LLC May 2010 - August 2010
Skills
Investments, Mutual Funds, Bonds, Leadership, Finance, Financial Advisory, ETFs, Options Strategies, Diversification, Derivatives, Ski, Investment Products, Customer Service, Microsoft Excel, Asset Management
Education
Colorado State University 2006 — 2010
Bachelor of Arts, Economics; Finance, Entrepreneurship
Brookfield Investment Management September 2006 - Present
Evergreen Investments 1992 - 2006
Wasserstein Perella 1989 - 1991
Fidelity Investments 1984 - 1989
TIAA-CREF 1980 - 1984
Skills
High Yield, Asset Management, Bonds, Portfolio Management, Relative Value, Fundamental Research, Portfolios, Separately Managed..., Fixed Income, Value Investing, Fixed Income Research, Institutional Clients, Fixed Income Analysis, Asset Managment, Research, Hedge Funds, Institutional Investors, Alternative Investments, Bloomberg, Institutional..., Asset Allocation, Equities, Capital Markets, Investments, Investment Management, Mutual Funds
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1974 — 1978
BS, Finance
Radnor High School 1970 — 1974
Diploma
AvidXchange, Inc. April 2015 - Present
TIAA-CREF July 2014 - April 2015
Discover Financial Services April 2013 - July 2014
Alliance One March 2013 - April 2013
Wells Fargo Capital Finance October 2012 - February 2013
Fluor January 2011 - February 2012
Eaton Corporation May 2007 - December 2010
Volvo Construction Equipment SNA October 1992 - April 2007
High Country Computer Services September 1990 - October 1992
Martin County School Board March 1985 - April 1989
Skills
Project Management, Business Analysis, Production Managment, Process Improvement, Change Management, Business Intelligence, Business Process..., Program Management, SharePoint, Team Leadership, Integration, Business Process, Visual Studio 2010, Joomla, Drupal, Python, IBM AS/400, FoxPro, VB.NET, C#, C++, Pascal, PHP, MySQL, Microsoft SQL Server, Embedded SQL, Microsoft access, Microsoft CRM, Agile Methodologies, InfoPath, SharePoint Designer, Visual Studio, .NET, Visual Basic, Management, SDLC, IT Strategy, Leadership, Information Technology, SQL, Cross-functional Team..., Web Development, PMO, Oracle, Analysis, Visio, Software Documentation, Consulting, Vendor Management, Microsoft Technologies
Education
Columbia Southern University 2005 — 2007
MBA
Montreat College 1978 — 1981
BBA
Avon October 2012 - Present
Herbalife June 2011 - Present
TIAA-CREF March 2004 - Present
AXA Equitable 1998 - 2004
Skills
Computers, Typing, Medical Coding
Education
Colorado Technical University-Online 2008 — 2010
Associate of Science (A.S.), Medical/Health Management and Clinical Assistant/Specialist
Rutlege College 1984 — 1986
Associate's degree, Accounting and Business/Management
Self Employed Writer - Editor - Journalist June 2013 - Present
American Banker September 2012 - June 2013
TIAA-CREF June 2003 - May 2011
Robinson Lerer & Montgomery October 1998 - June 2002
Federal Communications Commission December 1990 - September 1998
Fox Rothschild LLP September 1988 - October 1990
Skills
Privacy Law, Journalism, Telecommunications, Cyber-security, News Writing, Social Media, Strategic Communications, Editing, Blogging, Speech Writing, Copy Editing, Politics, Storytelling, Breaking News, Writing, Strategy, Publications, Media Relations, Press Releases, Fact-checking, Internal Communications, Publishing, Financial Markets, Business Strategy, Corporate Social..., Financial Sector, Legal Research, Polling, Government Relations, Legislative Relations
Education
Columbia University - Graduate School of Journalism 2011 — 2013
Master of Science (M.S.), Honors
Cornell University 1985 — 1988
J.D., Law
Washington and Jefferson College 1983 — 1985
1985, English Language and Literature/Letters
University of Pennsylvania 1981 — 1983
English Language and Literature/Letters
Sleeping Giant Financial Services November 2014 - Present
Red Rocks Capital, LLC March 2014 - October 2014
J.P. Morgan September 2011 - March 2014
TIAA-CREF November 2010 - September 2011
OppenheimerFunds October 2008 - November 2010
American Income Life May 2008 - September 2008
Colorado State University September 2007 - April 2008
Skills
Equities, Customer Service, Analysis, Strategic Planning, Asset Management, Financial Modeling, Valuation, Finance, Microsoft Office, Microsoft Excel, Economics, Fixed Income, PowerPoint, Strategy, 401k, Investment Strategies
Education
CFA Institute
Colorado State University
B.S. Finance, Investment Analysis Focus
TIAA-CREF December 2013 - Present
KGS-Alpha Capital Markets, L.P. May 2011 - October 2013
BlackRock September 2010 - May 2011
Bloomberg October 2007 - August 2010
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2003 — 2007
Rackspace, the Open Cloud Company January 2011 - Present
JC Penney March 2009 - December 2010
TIAA-CREF April 2006 - November 2008
Federated Dept. Stores June 2001 - April 2006
RHYTHMS NETCONNECTIONS INC January 2000 - January 2001
WALT DISNEY COMPANY January 1998 - January 2000
GE Capital 1997 - 1999
UNITED TECHNOLOGIES CORPORATION January 1991 - January 1997
Skills
DMAIC, TQM, Quality Management, Operational Excellence, Six Sigma, Strategy, Business Process..., Change Management, Leadership, Kaizen, Program Management, Lean Manufacturing, Cross-functional Team..., Process Improvement, Process Excellence, Business Strategy, Business Process, Strategic Planning, Process Management, Project Management, Organizational..., Value Stream Mapping
Education
Columbia Business School 1989 — 1991
MBA
Columbia University, Corporate Executive Fellow 1989 — 1990
MBA
The University of Texas at Austin 1983 — 1987
BA
EFC Blairstown January 2014 - Present
Victory Church January 2012 - December 2013
Calvary Church October 2003 - February 2012
Mt. Laurel Evangelical Free Church July 1999 - October 2003
TIAA-CREF 1984 - 1991
Skills
Strageic Planning, Public Speaking, Networking, Leadership Development, Pastoral Care, Counseling, Strategic Planning, Volunteer Management, Business Analysis, Systems Analysis, Team Building, Team Management, Strategic Thinking, Organizational..., Integrity, Integration, Biblical Studies, Coaching, Teaching, Discipleship, Nonprofits, Community Outreach, Psychotherapy, Leadership, Event Planning, Preaching, Pastoral Counseling, Missions, Religion, Youth Ministry, Spiritual Direction
Education
Columbia International University 1991 — 1994
Masters of Divinity, Pastoral Studies
Penn State University 1980 — 1984
Bachelor of Science, Business Management
TIAA-CREF July 2014 - Present
Freelance October 2013 - Present
Novitex Enterprise Solutions May 2010 - July 2014
xposure model management 2007 - 2010
Colorado State Bank and Trust April 2008 - August 2009
Colorado State University-Pueblo January 2005 - August 2007
Skills
Detail Oriented, Reliable, Able To Multi-task, Customer Service, Adaptability, Public Speaking, Management, Sales Management, Sales, Presentations, Organizational..., Training, Marketing Management
Education
Colorado State University
Business
Colorado State University-Pueblo
Hassan School of Business
Front Range Community College
Associate of Arts (A.A.), Business Administration and Management, General
Front Range Community College
Business Administration
Self Employed January 2006 - Present
South Beach International Realty October 2005 - September 2015
Principal Financial Group September 2012 - March 2014
MetLife 2006 - 2012
TIAA-CREF September 2002 - June 2005
Wachovia Securities Financial Network April 2000 - September 2002
Prudential Financial July 1996 - April 2000
Skills
Public Speaking, Public Relations, Financial Advisory, Strategic Financial..., Modeling, Acting, Creative Writing, News Writing, Retirement, Fixed Annuities, Investments, Mutual Funds, Employee Benefits, Insurance, Finance, Personal Finance, Life Insurance, Financial Services, Wealth Management, Leadership, Series 63, Retirement Planning, Series 7, Small Business, Securities, Disability Insurance, Series 6, Bonds, Entrepreneurship, Social Networking, Financial Planning, Social Media
Education
Colorado State University 1982 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General, 3.5
Florida Department of Insurance
Florida Insurance Licensed, Group 1 Insurance License
FINRA
Series 7, 65, 63, Financial Planning and Services
Florida Department of Real Estate 2005 — 2017
Licensed Realtor Associate
TIAA-CREF August 2015 - Present
TIAA-CREF August 2013 - August 2015
TIAA-CREF March 2011 - August 2013
Party Time Rentals Inc. August 2010 - June 2011
Party Time Rentals Inc. May 2005 - August 2010
Skills
Investments, Uniform Combined State..., Series 6, 401k, Fixed Annuities, Retirement, Retirement Planning, Financial Services, Strategic Financial..., Market Research, Mutual Funds, Series 63, Analysis, Business Analysis, Microsoft Excel, Process Improvement
Education
Colorado State University 2005 — 2010
Economics, Mathematics, Business
DaVita November 2009 - January 2015
Great-West Life and Annuity August 2009 - November 2009
TeleTech October 2008 - May 2009
Coalfire Systems Inc August 2007 - October 2008
Jefferson Wells August 2006 - June 2007
TIAA-CREF April 2005 - August 2006
HP 2001 - 2003
Eschelon Telecom February 2000 - January 2001
Skills
IT Audit, CISSP, CISA, Risk Assessment, Auditing, COBIT, ITIL, Process Improvement, Information Security..., Sarbanes-Oxley Act, Information Technology, Communications..., HIPAA, Internal Audit, Risk Management, PCI DSS, Governance, SDLC, IT Management, Security Audits, GLBA, Data Privacy, Policy, FFIEC, FCC, Healthcare Information..., NCUA, Information Security, Data Center, Policy Compliance, Disaster Recovery, Business Risk Assessment, Telecommunications, Remediation, Gap Analysis, Visio, Procedure Development, Business Continuity..., Technical Documentation, Microsoft Technologies, Presentation Skills, Project Management, Technical Analysis, Physical Security, Customer Engagement, Security Operations, IT & Business Strategy..., Standards Development, Risk Analysis, COSO Framework
Education
Colorado State University 2002 — 2004
MS, Communications
University of Minnesota-Twin Cities 1982 — 1988
BA, Graphic Arts/Communications
IP3
TIAA-CREF September 2014 - Present
Hydro construction October 2013 - September 2014
Aggie Liquor April 2009 - January 2014
Warren Federal Credit Union October 2012 - October 2013
US Navy June 2004 - June 2008
Education
Colorado State University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Volunteer Lawyers for the Arts January 2015 - April 2015
Sheppard Mullin Richter & Hampton LLP May 2014 - July 2014
TIAA-CREF June 2013 - August 2013
California Assemblymember Toni Atkins June 2011 - August 2011
UC Berkeley September 2009 - May 2011
ACCESS Women's Health Justice February 2010 - December 2010
Pfizer June 2009 - August 2009
Skills
Policy Analysis, Litigation, Legal Research, Intellectual Property, Legal Writing, Public Policy, Community Outreach, Nonprofits, Research, Leadership
Education
Columbia Law School 2012 — 2015
Doctor of Law (JD)
UC Berkeley 2008 — 2012
Bachelor of Arts (BA)
TIAA-CREF April 2010 - Present
The Hartford February 2008 - April 2010
BearingPoint 2005 - 2008
AT&T 2002 - 2005
AT&T 1996 - 2002
Microsoft 1995 - 1996
MCI Corporation 1990 - 1995
McGraw-Hill Inc. 1980 - 1990
Skills
Strategy, Leadership, Marketing Communications, Marketing, Strategic Planning, Public Relations, Advertising, Corporate Communications, Digital Strategy, Analytics, Brand Management, Crisis Communications, Negotiation, Budgets, Public Speaking
Education
University of Maryland College Park
Bachelor of Science with Honors, Textile Science & Marketing
University of Pennsylvania - The Wharton School
Creating Value Through Financial Management
Stanford University Graduate School of Business
Executive Financial Management Program
Columbia University - Columbia Business School
Executive Marketing Management Program
Imede (Switzerland)
Global Strategic Planning
New York University - Leonard N. Stern School of Business
Financial Statement Analysis
Citi April 2015 - Present
Citi August 2013 - Present
TIAA-CREF June 2012 - August 2012
Standard Chartered Bank August 2009 - July 2011
Standard Chartered Bank March 2007 - July 2009
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Banking, Valuation, Portfolio Management, Finance, Investment Banking, Risk Management, Capital Markets
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.)
McGill University 1999 — 2006
Political Science
TIAA-CREF November 2008 - Present
Swiftsure Capital January 2004 - November 2007
ING Baring Securities, Japan Ltd. September 1999 - December 2002
Skills
Equities, Equity Research, Investments, Hedge Funds, Bloomberg, Portfolio Management, Capital Markets, Asset Managment, Financial Modeling, Valuation, Series 7, Fixed Income
Education
Columbia College (NY) 1980 — 1984
BA, Economics
Newtown High School 1978 — 1980
McKinsey & Company January 2015 - Present
Columbia Business School August 2013 - Present
TIAA-CREF June 2014 - August 2014
G100 Network 2013 - 2013
USRowing June 2009 - December 2012
Organizing for America- President Obama's Re-Election Campaign August 2012 - November 2012
Chocomize.com September 2009 - March 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Event Management, Team Building, Social Media, Financial Analysis, Fundraising, Coaching
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Columbia University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Hampshire Capital Corporation, L.L.C. 2002 - Present
Venture Credit, LLC November 2001 - December 2002
The CIT Group 1996 - 2001
GE Capital September 1988 - July 1993
TIAA-CREF 1983 - 1988
Skills
Credit Analysis, Structuring, Debt, Asset Management, Equities, Syndications, Financial Structuring, Venture Capital, Finance, Project Finance
Education
Columbia Business School 1981 — 1983
MBA, Finance
Yale University 1972 — 1976
Bachelor of Arts (BA), Psychology
TIAA-CREF June 2013 - Present
TIAA-CREF March 2012 - June 2013
TIAA-CREF October 2004 - March 2012
Charles Schwab April 2003 - February 2004
Charles Schwab April 2003 - February 2004
Skills
Strategic Asset..., Series 7, 63, and 66..., Customized Financial..., Portfolio Management, Estate Planning, Fixed Income
Education
Colorado State University 1995 — 1999
Bachelor of Science (BS), Finance, General
University of Nevada-Las Vegas 1994 — 1995
ePlan Services, Inc. March 2013 - Present
Great-West Retirement Services March 2012 - November 2012
TIAA-CREF March 2011 - June 2011
METROPOLITAN LIFE CORPORATION February 2010 - August 2010
GREAT-WEST HEALTHCARE, now part of CIGNA October 2005 - November 2008
GREAT-WEST Fascorp October 2004 - October 2005
Prime Performance October 2003 - October 2004
Commercial Federal Bank January 2001 - January 2003
Commerce Bank June 1998 - January 2001
Collingwood Grain January 1998 - June 1998
Skills
Customer Service, Customer Satisfaction, Insurance, Account Management, Banking, Implementation Analyst, Management, Microsoft Office, Mentoring, Training, Business-minded, Customer Intelligence, Business Analysis, Business Information, Business Perspective, Procedure Creation, Procedural Documentation, Oracle, MySQL, Microsoft SQL Server, Benefits Administration, Benefits Management, Operations Coordination, Operations Management, Business Meetings, Managing Meetings, Regulatory Audits, Security Audits, Financial Audits, Financial Services, Life Insurance, Project Management, Sales, Marketing, Process Improvement, Vendor Management, Employee Benefits, Leadership, CRM
Education
Colorado State University 1994 — 1998
Bachelor of Science, AG Business
The University of Kansas 1991 — 1992
Business, Business
Phillips Exeter Academy 1990 — 1991
High School, General
CAB Moody LLC January 2015 - Present
CalPERS September 2011 - January 2015
CalPERS June 2013 - April 2014
Wilmington Trust August 2010 - August 2011
Nationwide Insurance November 2005 - July 2010
Germantown Friends School 2006 - 2010
TIAA-CREF March 2004 - October 2005
Citibank 1988 - 2000
Debevoise & Plimpton 1982 - 1988
Skills
Series 7, Securities, Financial Services, Enterprise Risk..., Financial Risk, Asset Managment, Mutual Funds, Risk Management, Capital Markets, Fixed Income, Investments, FINRA, Asset Management, Sarbanes-Oxley Act, Portfolio Management, Hedge Funds, Corporate Governance, Management, Alternative Investments, Equities, Organizational..., Operational Risk
Education
Columbia Law School 1979 — 1982
JD
University of Pennsylvania - The Wharton School 1975 — 1978
BSE, Finance
TIAA-CREF July 2013 - Present
TIAA-CREF May 2011 - June 2013
The Boston Consulting Group January 2010 - May 2011
The Boston Consulting Group June 2008 - August 2008
Federal Reserve Bank of New York November 2004 - June 2007
ACE Financial Services September 2002 - November 2004
Parnassus Investments January 2000 - June 2000
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Dartmouth College 1997 — 2001
Bachelor of Arts, Economics
Lexington High School 1993 — 1997
PineBridge Investments 2012 - Present
TIAA-CREF 1997 - 2012
JPMorgan Chase & Co. 1995 - 1997
Kraft Foods Group 1991 - 1993
EY 1989 - 1991
Skills
Alternative Investments, Private Equity, High Yield, Mezzanine, Fixed Income, Asset Management, Investment Management, Capital Markets, Asset Allocation, Valuation, LBO, Investor Relations, Fund Of Funds, Portfolio Management, Financial Modeling, Securities, Hedge Funds, Equities, Bonds, Private Placements, Private Equity Funds..., Portfolio Analysis &..., Investment Analysis, Strategic Planning, Due Diligence, Relationship Building, Negotiation, Deal Structuring, Performance Management, Team Management, Credit Analysis, Client Communications, Revenue Generation, New Product Development, New Product Launch, Fundraising, Co-investments
Education
Columbia Business School
MBA, Finance
State University of New York at Buffalo - School of Management
BS, Accounting
TIAA-CREF December 2014 - Present
Assurant March 2013 - December 2014
Tiedemann Investment Group April 2012 - March 2013
Iridian Asset Management April 2005 - December 2011
Deutsche Bank June 2003 - April 2005
Fujitsu Network Communications January 2000 - August 2001
Motorola June 1996 - January 2000
Skills
Financial Modeling, Valuation, Investments, Due Diligence, Alternative Investments, Hedge Funds, Equity Research, Management, Product Development, Asset Management, Equities, Financial Analysis, Fixed Income, Bloomberg, Analysis, Testing, IPO, Asset Managment, Negotiation, Investment Management, MS Excel Pivot Tables, Microsoft Excel, Analytics, VBA, PowerPoint, Market Research, Research, FactSet, Business Growth..., Business Intelligence, Business Strategy, Strategy
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance and Accounting
Columbia University - Fu Foundation School of Engineering and Applied Science 1992 — 1996
BS, Mechanical Engineering
Manhattan Center High School
Misys Financial Sofware May 2002 - Present
Columbia University Center for Career Education 1998 - 2006
Oracle February 1999 - May 2002
TIAA-CREF April 1998 - January 1999
Tiger Information Systems September 1995 - March 1998
Skills
Business Analysis, Requirements Analysis, SQL Server, SQL, Program Management, Cognos, Oracle, DB2, Project Management, Commercial Lending, Microsoft SQL Server, Software Project..., SDLC, Software Development, Business Intelligence, Agile Methodologies, Requirements Gathering, Testing, XML, Integration, Databases, Agile Project Management, Scrum, User Acceptance Testing, Visio, Solution Architecture, Data Modeling, Data Warehousing, Unix, Enterprise Architecture, Systems Analysis, Business Requirements, Business Process, IT Strategy, Enterprise Software, PMP, UML, PL/SQL, Data Migration, SOA, ETL, Pre-sales, Software Implementation, SharePoint, Resource Management, Project Portfolio..., Project Delivery
Education
Columbia University in the City of New York
Database Application Design and Development
Reed College
BA, Political Science
Wayland High School
TIAA-CREF April 2015 - Present
Llenroc Capital May 2006 - August 2013
Harris Bretall (acquired by Federated Investors) January 1994 - December 2004
Hanson Management (United Asset Management firm) May 1990 - September 1993
Brundage, Story & Rose (acquired by Bessemer Trust) May 1986 - December 1989
Skills
Portfolio Management, Hedge Funds, Alternative Investments, Finance, Investment Management, Capital Markets, Bloomberg, Financial Markets, Mutual Funds, Valuation, Investments, Private Equity, Venture Capital, Corporate Development, Strategy, Financial Modeling, Equities, Asset Management, Business Development, Asset Allocation, Client Services, Regulatory Compliance, Trading, Personnel Management, Barra, Northfield, PerTrac, Vestek, Zephyr Style Advisor, Moxy, Axys, Microsoft Excel, Microsoft Word, PowerPoint
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (M.B.A.), Finance
Cornell University 1978 — 1982
Bachelor's Degree, Charles H. Dyson School of Applied Economics and Management
TIAA-CREF May 2015 - Present
TIAA-CREF January 2010 - Present
TIAA-CREF September 2007 - January 2010
Charles Schwab & Co., Inc January 2004 - October 2006
Charles Schwab & Co., Inc September 1999 - December 2003
Skills
Strategic Planning, Product Development, Product Strategy, Marketing Communications, Voice of the Customer, Competitive Strategy, Vendor Management, Cross-functional Team..., Budget Management, Matrix Management, Risk Mitigation, Training & Development, RFP preparation, Financial Services, Product Management, Risk Management, Executive Management
Education
University of Wisconsin-Madison 2010 — 2010
Product Management Excellence, Executive Education Program
Regis University 2004 — 2006
MBA, Accounting & Finance
Colorado State University 1989 — 1992
B.A., Economics
Wells Fargo (Collabera) December 2014 - Present
Wells Fargo (TekSystems) March 2014 - July 2014
Bank of America August 2011 - February 2014
Bank of America May 2010 - August 2011
Bank of America (Comsys) October 2008 - March 2010
Bank of America (Comsys) April 2008 - October 2008
TIAA-CREF October 2007 - April 2008
Bank of America June 2005 - September 2007
Bank of America July 2004 - June 2005
Bank of America February 2003 - July 2004
Skills
Business Process..., Business Process Mapping, Six Sigma, Technical Writing, Business Requirements, Business Analysis, Vendor Management, Process Improvement, SharePoint, Visio, Software Project..., Business Process, Business Intelligence
Education
CPCC Reach IT 2014 — 2014
Reach IT Scholarship Recipient - Information Analytics, Business Intelligence / Data Warehousing
Keller Graduate School of Management 2003 — 2006
Master's, Business Administration
Columbia College (SC) 1990 — 1994
Bachelor of Arts, Public Affairs
TIAA-CREF February 2007 - Present
Skills
Defined Benefit, Series 6, 403 b, Financial Services, Fixed Income, FINRA, Fixed Annuities, 401k, Series 63, Retirement, Employee Benefits, Retirement Planning, Mutual Funds, Investments
Education
Colorado State University 1996 — 2001
Bachelor's degree
Body Phirm LLC Owner - CPT - Holistic NutritionBody Phirm LLCAugust 2007 - Present
TIAA-CREF 2006 - 2007
OppenheimerFunds 2004 - 2006
Skills
Holistic Health, Sports Injuries, Weight Loss, Fitness, Fitness Training, Functional Training, Nutrition, Nutritional Counseling, Public Speaking, Personal Training, Weight Training, Wellness
Education
Colorado State University-Pueblo
Verifone March 2015 - Present
BlackRock May 2013 - March 2015
Time Inc. March 2011 - February 2013
Time Warner June 2006 - February 2011
Time Warner Inc. August 2003 - June 2006
Tiffany & Co. May 2002 - August 2003
UBS Wealth Management January 2000 - August 2001
TIAA-CREF May 1998 - August 1999
Skills
FIRO-B, SPSS, Leadership Development, Performance Management, MBTI, Talent Management, Strategy, Human Resources, Coaching, Leadership, Program Management, Employee Training, Employee Engagement, Organizational..., Vendor Management
Education
Columbia University in the City of New York 1997 — 2005
Ph.D., Organizational Psychology
University of Pennsylvania 1993 — 1997
BA, Psychology; Minor in English
Fordham University August 2008 - Present
Columbia University Technology Management Program January 2008 - December 2009
Waymark Capital 2007 - 2007
TIAA-CREF June 2005 - June 2006
Deutsche Asset Management - Scudder Investments 1994 - 2005
Zurich Scudder 1998 - 2000
Avon 1992 - 1994
Sunsplash Tours 1991 - 1994
Citibank 1988 - 1992
Education
Fordham Gabelli School of Business 2008 — 2012
MBA, Finance
Columbia University in the City of New York 2008 — 2009
MS, Technology Management
Cornell University 1984 — 1988
BA, Government Major, Economics Minor
Lakeside School
TIAA-CREF September 2014 - Present
UMass Club Baseball September 2012 - May 2014
Zolio Inc March 2013 - June 2013
Rockland Boulders May 2011 - September 2012
Skills
Budgets, Finance, Management, Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Corporate Finance, Financial Accounting, Microsoft Excel, Strategic Financial..., Valuation, PowerPoint, Economics, Investments, Bloomberg Terminal, Bloomberg, Managerial Finance, Microsoft Office, Microsoft Word
Education
Colorado State University-Global Campus 2015 — 2017
Master of Business Administration (MBA), Finance, General
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance - Financial Analyst
Betterment March 2015 - Present
TIAA-CREF July 2013 - March 2015
TIAA-CREF March 2012 - July 2013
BTS September 2009 - December 2011
Pixily 2008 - 2008
Schooner Capital 2005 - 2007
Cambridge Associates 2001 - 2005
Skills
Financial Modeling, Investments, Business Strategy, Due Diligence, Strategy, Asset Management, Management Consulting, Leadership, Equities, Financial Analysis, Valuation, Mergers & Acquisitions, Emerging Markets, Corporate Finance, Private Equity, Management, Strategic Planning, Portfolio Management, Team Leadership
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA)
Harvard University 1997 — 2001
BA, Psychology
TIAA-CREF August 2015 - Present
SPBD Microfinance Network April 2015 - Present
Columbia Pangea Advisors April 2014 - August 2015
EnKakenya Center for Excellence February 2015 - May 2015
Columbia Business School August 2013 - May 2015
Fielder Capital October 2014 - February 2015
Nonda (smart hardware start-up) October 2014 - January 2015
Yulan Capital Management August 2014 - October 2014
Deloitte May 2014 - July 2014
Smithship July 2010 - May 2014
Skills
Strategy, Financial Modeling, Financial Analysis, Business Development, Strategic Planning, Valuation, Analytics, Corporate Development, Competitive Analysis, Portfolio Management, Finance, Leadership, M&A experience, Competitor Intelligence, Business Case, Venture Capital, Product Management, Management, Consulting, Entrepreneurship..., Joint Ventures, Financial Technology, Mentoring, Team Management, Project Planning, Due Diligence, Operating Models, Mergers & Acquisitions, Strategy Development, M&A due diligence, Operating Model Design, Start-ups, Venture Financing, Equity Research
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance & Entrepreneurship
University of Maryland - Robert H. Smith School of Business 2004 — 2007
Bachelor's, Finance & Marketing
CFA Institute 2007 — 2009
CFA Charter Holder, Finance
University of Rochester June 2006 - Present
University of Rochester July 2012 - May 2015
University of Rochester June 2006 - July 2012
TIAA-CREF June 2003 - June 2006
Colorado State University-Pueblo June 1999 - June 2003
Skills
Volunteer Management, Program Development, Nonprofits, Community Outreach, Fundraising, Higher Education, Event Planning, Grant Writing, Alumni Relations, Public Speaking, Research, Stewardship, Philanthropy, Non-profits
Education
Colorado State University-Pueblo 1998 — 2002
MBA and Bachelor's, Business Management
Colorado State University-Pueblo 1998 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
IBM December 2014 - Present
IBM February 2014 - December 2014
Lord Abbett & Co. LLC March 2010 - June 2013
JetBlue Airways September 2008 - March 2010
New York City Health and Hospitals Corporation April 2007 - September 2008
TIAA-CREF May 2006 - April 2007
JP Morgan Chase 2004 - 2006
Skills
Tableau, Cloud Marketing, Marketing Strategy, Strategic Data Analysis, Program Management, Vendor Management, SaaS, IT Strategy, Business Development, Strategy, Enterprise Software, Strategic Planning, Cloud Computing, ITIL, Change Management, Process Improvement, Business Process..., Product Management, Outsourcing, Leadership, Regression Models, Analysis, Strategic IT Management, Software Design, Hypothesis Testing, Mergers & Acquisitions, Project Management, IT Management, Business Process..., Metrics, Corporate Finance, Financial Accounting, Integration, Cloud Applications, E-commerce SEO, Strategic Consulting, Small Business Marketing, Market Research, Management, Consulting, Management Consulting, Analytics, Business Strategy, Business Analysis, Future Trends, Emerging Technologies, Systems Improvement, Start-ups, Executive Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy
New York Institute of Technology-Old Westbury
Master of Science (M.S.), Computer Science
Nagpur University
Bachelor of Engineering (B.E.), Computer Technology/Computer Systems Technology
Gavaldon Real Estate July 2003 - Present
Gavaldon Real Estate 2014 - 2014
TIAA-CREF September 2006 - March 2012
AIM Investments October 2005 - September 2006
Hewlett Packard Company December 1978 - April 2003
Colorado State University December 1979 - June 1990
Skills
Project Management, Concessions Management, Real Estate, Custom Model Ship..., HP QC proficient user., Licensed, 63, 6,..., Testing for UAT, Defect..., Management, Program Management, Strategy, Real Estate Transactions, Real Estate Development, Concessions Consulting, User Acceptance Testing, Manual Testing, Manual Test Execution, Defect Logging, Defect Tracking, Call Center..., Process Improvement, Testing, Vendor Management, Integration, Manufacturing, Investments, Business Process, Visio, Software Documentation, Team Building, Public Speaking, Strategic Planning, Customer Service, Brokerage, Leadership, Sales
Education
Colorado State University 1993 — 1995
MBA, Operations/Finance
Colorado State University 1973 — 1978
BA, Political Science/Education
Poudre High School 1970 — 1973
TIAA-CREF November 2013 - Present
Kadmon Pharmaceuticals, LLC August 2011 - November 2013
Parangles, LLC October 2010 - August 2011
Emigrant Bank October 2009 - October 2010
Relativity Capital, LLC May 2008 - August 2008
Jones Day March 2007 - June 2007
Kaye Scholer LLP September 2002 - February 2007
Laminaire Corporation (formerly Thermo-mizer Environmental Corp.) 1995 - 1999
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
New York Law School 1999 — 2002
JD
Fairleigh Dickinson University 1993 — 1998
B.S.
TIAA-CREF October 2014 - Present
Pride Technologies November 2011 - September 2014
RR Donnelley September 2007 - November 2011
AGW Lithography January 2000 - 2004
Skills
Project Management, User Experience, Photoshop, Vendor Management, SQL, Web Design, Process Improvement, Outsourcing, Business Analysis, Team Leadership, Leadership, Program Management, Cross-functional Team..., Change Management, Management, Team Building, Business Development, Operations Management, Account Management, Digital Printing, Print Management, Direct Mail, Offset Printing
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.)
Ernst & Young Advisory July 2015 - Present
TIAA-CREF January 2015 - May 2015
Promontory Financial Group, LLC June 2014 - August 2014
The World Bank June 2013 - August 2013
Ernst & Young Advisory August 2011 - May 2013
United Nations Industrial Development Organization June 2010 - August 2010
Skills
Management Consulting, Leadership, Business Strategy, Entrepreneurship, Business Process..., Project Management, Emerging Markets, Data Analysis, Risk Management, Corporate Finance, Stata, Management, Financial Modeling, Anti Money Laundering, Analysis, Financial Analysis
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of International Affairs, International Finance, Finance and Economic Policy
Columbia Law School
University of Michigan
Bachelor of Science double degrees, Applied Mathematics, Economics
TIAA-CREF June 2015 - Present
Westwood College November 2011 - September 2014
ESM November 2009 - November 2011
Skills
Educational Leadership, Sales Management, Customer Service, Education, Training, Leadership Development, Enrollment Management, Admissions, Coaching, Staff Development, Student Financial Aid, Curriculum Development, Student Recruiting, Adult Education, Higher Education, Career Counseling, Leadership
Education
University of Northern Colorado 2005 — 2006
Business Administration and Management, General
Colorado State University-Pueblo 2003 — 2004
TIAA-CREF September 1997 - Present
Diners Club 2008 - 2009
Skills
Accounting, Business Analysis, Business Development, Business Process, CRM, Change Management, Customer Service, Investments, Financial Services, Leadership Development, Management, Nonprofits, Mutual Funds, Leadership, Project Management, Process Improvement, Relationship Management, Retirement, Series 63, Strategy, Retirement Planning, Team Management, Strategic Planning, Vendor Management, Financial Planning
Education
Colorado State University 2015 — 2019
bs, science
Arapahoe High School 1975 — 1989
Hudson Stonegate February 2015 - Present
Jefferson County, Colorado August 2010 - Present
TIAA-CREF May 2014 - February 2015
TIAA-CREF November 2010 - May 2014
Janus Capital Group March 2010 - November 2010
Northwestern Mutual June 2009 - March 2010
Skills
Employee Benefits, Coaching, Customer Service, Leadership, Sales, Insurance, Investments, Finance, Retirement Planning, Call Centers, Retirement, Financial Analysis, Real Estate, Leadership Development, Financial Planning, Strategic Planning
Education
Regis University 2013 — 2016
Master of Business Administration (MBA)
Colorado State University 2005 — 2009
BA, Finance & Real Estate
Kaiser Permanente March 2014 - Present
First Data Corporation April 2013 - March 2014
Ball August 2012 - March 2013
TIAA-CREF 2007 - 2012
Wells Fargo 2003 - 2007
Wells Fargo Bank 2001 - 2003
Rhythms NetConnections 2000 - 2001
TELETECH HOLDINGS CURRENTLY CONVERGYS January 1995 - December 1999
Skills
Vendor Management, CISA, IT Audit, Risk Management, Sarbanes-Oxley Act, Information Security..., PCI DSS, Internal Audit, Risk Assessment, Governance, Enterprise Risk..., ITIL, Process Improvement, Banking Law, SAS70, Business Continuity, Access Control..., Project Management, Data Analysis, CISM, CRISC, Financial Risk, COBIT, Business Process
Education
Regis University 2009 — 2012
Master of Science, Project Management
Regis University 2006 — 2009
Masters, Business Administration; Technology Operations
METRO STATE COLLEGE OF DENVER 1997 — 2000
Bachelor of Science Degree, Computer Information Systems
Colorado State University 1994 — 1996
Computer Science
TIAA-CREF August 2014 - Present
Harris Teeter July 2012 - August 2014
Scottsdale Healthcare July 2009 - April 2013
Scottsdale Healthcare February 2003 - July 2009
Skills
CCNA, CCNP, Cisco Technologies, Network Security, Troubleshooting, Disaster Recovery, Cisco Nexus, XP, Security, Networking, Operating Systems, Windows
Education
Colorado Technical University-Online 2008 — 2012
BS, Information Technology Security
Colorado Technical University-Online 2008 — 2012
Master's Degree, Information Technology
TIAA-CREF 2006 - Present
Skills
Investments, Mutual Funds, Financial Services, Retirement Planning, Series 63, Retirement, Equities, Series 7, Options, Fixed Income, Securities, Bloomberg, Trading, Manage Client..., Process Improvement, Derivatives, FINRA, Trading Systems, Relationship Management, Financial Planning, Asset Allocation, Risk Management, Business Analysis
Education
Colorado State University
S3- Shared Service Solutions, LLC January 2014 - Present
Bellco Credit Union January 2012 - January 2014
TIAA-CREF January 2011 - January 2012
Denver Community Federal Credit Union July 2007 - January 2011
Denver Community Federal Credit Union February 2007 - July 2007
Bible Discount Book Store August 2003 - January 2007
Valverde Elementary April 2002 - September 2005
Primerica February 2002 - September 2002
Valverde Elementary School March 2001 - May 2001
Skills
Accounting, Financial Management, Microsoft Office, Operations Management, Typing 40 wpm, 10 key (7,000 kph), POS systems, CRM Systems
Education
Colorado Technical University 2008 — 2011
Bachelor of Science, Business Administration
Denver West High School 1995 — 1998
High School Diploma
MEAG New York Corporation December 2013 - Present
MEAG New York Corporation March 2004 - December 2013
TIAA-CREF July 2000 - March 2004
TIAA-CREF April 1999 - June 2000
TIAA-CREF July 1998 - March 1999
New York Life Insurance Company April 1997 - July 1998
Coopers & Lybrand L.L.P. September 1996 - April 1997
Citicorp Investment Services July 1994 - September 1996
Integrated Business Systems, Inc. September 1993 - July 1994
Skills
Software Project..., IT Project..., IT Management, IT Strategy, Business Process..., Business Analysis, Functional..., Business Requirements, Problem Solving, IT Procurement, Vendor Management, Communication Skills, Team Leadership, Cross-functional Team..., SQL, Crystal Reports, Portia, SimCorp Dimension, Electra Information..., Visio
Education
Columbia University 1992 — 1995
MS, Electrical Engineering
Columbia University 1988 — 1992
BS, Electrical Engineering
The Carlyle Group October 2014 - Present
Gerson Lehrman Group March 2012 - Present
Bank of America February 2014 - October 2014
JPMorgan Chase August 2013 - February 2014
TIAA-CREF March 2012 - June 2013
Morgan Stanley November 2009 - March 2012
Viking Global LLP March 2007 - September 2009
CMIT Solutions January 2006 - March 2007
Morgan Stanley April 1995 - January 2006
Skills
Data Warehousing, SQL, Business Intelligence, Access, Data Analysis, VBA, Sybase, Microsoft SQL Server, Business Analysis, Analytics, Requirements Analysis, Business Process, Erwin, Requirements Gathering, Process Improvement, SSRS, ETL, Data Governance, Analysis, SDLC
Education
Columbia University in the City of New York 2003 — 2004
Certificate, Executive IT Management
University of California, Berkeley
BA, Liberal Arts
Private Family Office October 2011 - Present
Film Intelligence, LLC October 2008 - Present
New York Life Investment Management August 2006 - September 2008
TIAA-CREF October 2001 - July 2006
State Street Global Advisors October 1999 - October 2001
Integrity Capital Management July 1998 - January 1999
Weiss, Peck & Greer May 1997 - July 1998
AT&T Corporate Headquarters April 1992 - September 1993
William M. Mercer, Inc October 1989 - September 1990
Institute for Defense Analyses: Center for Communications Research December 1988 - September 1989
Skills
Equities, Portfolio Management, Asset Managment, Asset Allocation, Valuation, Investments, Mutual Funds, Risk Management, Emerging Markets, Proprietary Trading, Economics, Portfolio Optimization, Hedge Funds, Investment Strategies, Alternative Investments, Strategy, Fixed Income, Finance, Bloomberg, Quantitative Finance
Education
The University of Chicago Booth School of Business 1993 — 1997
MBA
Columbia Engineering 1990 — 1992
MS
Massachusetts Institute of Technology 1985 — 1989
SB
Frank G. Lindsey
TIAA-CREF July 2014 - Present
Barclays Capital September 2007 - July 2014
Lehman Brothers June 2006 - August 2006
Skills
Equity Research, financial analysis,..., Energy, Oil&Gas Exploration and..., natural gas supply and..., shale gas, Chartered Financial..., Valuation, Financial Analysis, Economics, Due Diligence, Equities, Fundamental Analysis, Corporate Finance, Investments, Hedge Funds, Financial Modeling, Capital Markets, Analysis
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (MBA), Finance, General
The Leading Hotels of the World April 2012 - Present
Ogilvy & Mather May 2008 - May 2012
Epsilon, Interactive Services October 2005 - April 2008
TIAA-CREF November 2003 - October 2005
JP Morgan Chase March 2001 - November 2003
Juno Online Services July 2000 - March 2001
American Express 1989 - 2000
American Express, TRS 1989 - 2000
Skills
Customer Loyalty, CRM, Marketing Communications, Customer Retention, Customer Acquisition, Direct Marketing, Integrated Marketing, Multi-channel Marketing, Interactive Marketing, Digital Marketing, Direct Mail, Email Marketing, Marketing, Analytics, Strategy, Digital Strategy, Marketing Strategy
Education
Columbia University in the City of New York 1985 — 1989
Bachelor of Arts
TIAA-CREF March 2014 - Present
TIAA-CREF 2009 - Present
Skills
Vendor Management, Data Center, Risk Management, Project Management, PMP, Telecommunications, Account Management, Program Management, SDLC, Start-ups, Business Analysis, Security, Requirements Analysis, Project Portfolio..., Management, Team Leadership, ITIL, Disaster Recovery, Integration, IT Strategy, IT Management, Process Improvement, IT Operations, PMO, Visio, Infrastructure, Networking, Information Technology, Business Process..., SharePoint
Education
Colorado State University 2010 — 2011
George Washington University - School of Business
Masters Certificate
TIAA-CREF May 2014 - Present
TIAA-CREF October 2012 - May 2014
TIAA-CREF February 2005 - October 2012
TIAA-CREF May 2002 - February 2005
TIAA-CREF July 1998 - May 2002
TIAA-CREF January 1997 - July 1998
Associates Financial Services October 1993 - January 1997
SUPERVALU 1991 - 1995
Skills
Series 7, Financial Planning, Financial Management, Insurance, Process Improvement, Business Analysis, Risk Management, Compliance, Program Management, Change Management, Customer Relations, Operations Management, Team Leadership, Coaching, Data Analysis, Problem Solving, Investments, Analysis, Business Planning, Quality Assurance, Business Process..., Call Center, Project Management, Management, Training, Customer Service, Project Portfolio..., Project Planning, CRM, Business Development, Strategic Financial...
Education
Colorado State University 2000 — 2002
MBA, Executive MBA
University of Nevada-Las Vegas - College of Business 1985 — 1991
Bachelor's degree, Finance, General
Koudinov/Yukhaev January 2007 - Present
Bank of America 2005 - 2007
AMERICAN INTERNATIONAL GROUP July 2000 - May 2003
Citigroup June 1998 - 1999
TIAA-CREF May 1996 - July 1998
Skills
International Investment, Real Estate, Economics
Education
Columbia University - School of International and Public Affairs 1998 — 2000
New York University 1992 — 1995
BS, Economics, Management and Industrial Relationship
Red Robin 2014 - 2014
Red Robin 2014 - 2014
TIAA-CREF 2008 - 2008
Concast 2007 - 2007
Jeppesen 2004 - 2007
Invesco 1999 - 2000
Computer Sciences Corporation 1994 - 1996
Education
Colorado State University 1976 — 1981
Franklin Templeton Investments January 2014 - Present
Mirae Asset Global Investments (USA) LLC 2011 - 2014
Perennial Investment Partners 2007 - 2009
TIAA-CREF 2003 - 2007
J.P. Morgan 2001 - 2002
Skills
Bloomberg, Equities, Equity Research, Fixed Income, Valuation, Financial Modeling, Investments, Portfolio Management, Asset Management, Hedge Funds, Mutual Funds, Capital Markets, Alternative Investments, Asset Allocation, Data Analysis, Financial Analysis, Series 7, Investment Strategies, Equity Valuation, Derivatives
Education
Columbia University - Columbia Business School 2010 — 2011
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Arts (B.A.), Economics
HotQuant, Inc. July 2013 - Present
Janus Capital Group March 2012 - July 2013
Charles Schwab February 2011 - March 2012
Cole Capital July 2009 - January 2011
Specialized Loan Servicing January 2007 - July 2009
Nelnet 2003 - 2006
TIAA-CREF 1997 - 2003
Skills
Business Process, Software Project..., Software Implementation, Business Process..., IT Management, Consulting, Governance, User Acceptance Testing, Business Requirements, Process Improvement, Business Analysis, Change Management, Management, Investments, Microsoft SQL Server, SharePoint, Vendor Management, Project Management, Requirements Gathering, SDLC, ETL, T-SQL, Testing, Data Modeling, Financial Services, Database Design, Databases, Agile Project Management, SSIS, Salesforce.com, Software Development, SQL, Systems Analysis, Software Documentation, IT Strategy, Requirements Analysis, Data Management
Education
Colorado State University 1989 — 1993
B.S., Psychology
J.P. Morgan 2014 - Present
TIAA-CREF 2011 - 2013
Federal Reserve Bank of New York April 2009 - April 2011
United States Olympic Committee October 2002 - July 2006
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
United States Military Academy at West Point
BS
Empower Retirement ( formerly Great West/JP Morgan Retirement Plan Services July 2013 - Present
TIAA-CREF April 2009 - June 2013
TIAA-CREF March 2005 - March 2009
TIAA-CREF August 1999 - March 2005
OppenheimerFunds June 1997 - August 1999
Applebee's April 1996 - June 1997
Skills
Financial Services, Investments, Process Improvement, Retirement, Series 7, Series 63, Business Analysis, Mutual Funds, Strategic Financial..., Portfolio Management, Relationship Management, Fixed Annuities, Wealth Management, Asset Allocation, 401k, Risk Management, Retirement Planning, Equities, Management, Investment Advisory
Education
Colorado State University 1988 — 1993
BS in Business Administration, Marketing
Green Mountain High School 1984 — 1988
TIAA-CREF October 2003 - Present
Kaiser Permanente of Colorado June 1991 - August 1997
Citicorp Diners Club May 1982 - September 1990
Education
Colorado State University 1976 — 1981
TIAA-CREF September 2010 - Present
Royal Bank of Canada January 2008 - September 2010
Western Asset Management Company November 2004 - December 2007
Google, Inc. September 2004 - November 2004
Western Asset Management Company September 2003 - June 2004
Corporate Solutions, Inc. January 2001 - May 2002
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Sourcing, Training, Human Resources
Education
Columbia International University 1999 — 2003
Bachelor’s of Science
TIAA-CREF July 2014 - Present
Wachovia October 2005 - July 2014
Amadeus 1995 - 2005
IBM October 1987 - April 1994
Skills
SAS, MATLAB, R, C++, Quantitative Research, Cisco Networking, Perl, PHP, JavaScript, SQL, HTML scripting, Analysis, Risk Management, IT Strategy, Integration, Business Analysis, Unix, Financial Modeling, TCP/IP, Business Strategy, Data Analysis, Matlab, Quantitative Finance, Program Management, Telecommunications, Windows
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
Master's, Mathematical Finance
Columbia Engineering 1986 — 1994
Master's, Computer Networks, Circuit Theory
Ecole centrale de Lyon 1983 — 1986
Diplome d'Ingenieur, Informatique
College Sacre-Coeur Makak 1973 — 1980
TIAA-CREF Manager, Tech InfrastructureTIAA-CREFFebruary 2001 - Present
Skills
Visio, PMO, Process Improvement, Testing, Disaster Recovery, Vendor Management, Strategic Planning, Project Management, IT Strategy, Business Analysis, PMP, Training, SDLC, ITIL, Analysis, Project Portfolio..., IBM iSeries, Risk Management, Change Management
Education
Colorado Technical University
TIAA-CREF November 2007 - Present
Chase Home Finance December 2006 - June 2007
Norlarco Credit Union / Financial Network October 2003 - December 2006
Colorado East Bank & Trust June 2002 - October 2003
Education
Colorado State University 1997 — 2001
Business Administration, Finance and Economics
NYU School of Professional Studies July 2015 - Present
TIAA-CREF January 2015 - May 2015
Verizon Wireless July 2010 - December 2014
Hewlett-Packard 2008 - May 2010
HP Global Services May 2008 - April 2010
Unilever 1994 - June 2008
Unilever January 1994 - May 2008
Allied-Signal January 1987 - January 1994
HNTB 1985 - 1988
Skills
Oracle, Unix, PL/SQL, Databases, Performance Tuning, Unix Shell Scripting, AIX, RMAN, Database Administration, Shell Scripting, SQL, Oracle RAC, Disaster Recovery, Operating Systems, Troubleshooting, Oracle Applications, Data Guard, Cluster
Education
Stevens Institute of Technology
M.S, Computer Science
Columbia University in the City of New York 1974 — 1978
BS, Mechanical Engineering
Legg Mason January 2011 - Present
Ed Rosenbaum, Financial Communications December 2008 - May 2011
TIAA-CREF January 2007 - December 2008
ESR Global Capital Advisers 2001 - 2006
Lipper 1999 - 2001
Worldsec International Securities Inc 1997 - 1998
Wellington Management LLC 1994 - 1996
American Express Financial Advisors 1990 - 1994
St. Paul Companies 1988 - 1990
Data General 1984 - 1986
Skills
Valuation, White Papers, Asset Management, Investments, Series 7, Asset Managment, Strategic Planning, Investment Management, Integrated Marketing, Corporate Communications, Thought Leadership, Research, Marketing Communications, Portfolio Management, Marketing Management, Equities, Product Marketing, Wealth Management, Investment Banking, Mutual Funds, Content Development, Securities, Strategic Communications, Investor Relations, Bloomberg, Leadership, Hedge Funds, Marketing, Asset Allocation, Financial Services, Marketing Strategy, Institutional Investors, Technical Writing, Fixed Income, Editing, Alternative Investments
Education
Columbia University - School of International and Public Affairs
MIA
University of Pennsylvania - The Wharton School
MBA
Wesleyan University
B.A.
TIAA-CREF
Education
Columbia College (SC) 1990 — 1994
Sovereign Financial Group November 2006 - Present
TIAA-CREF August 1996 - October 2006
Houlihan Lokey Howard and Zukin June 1992 - December 1994
Education
Columbia University - Columbia Business School 1994 — 1996
Cornell University 1988 — 1992
BS, Business Management & Economics
TIAA-CREF February 2015 - Present
TIAA-CREF October 2012 - Present
BTS August 2008 - October 2012
Thomson Reuters September 2003 - May 2008
Skills
Management Consulting, Business Strategy, Change Management, Strategy
Education
Columbia University - Columbia Business School 2007 — 2008
Master of Business Administration (MBA)
NYU Stern School of Business 1999 — 2003
Bachelor of Science (B.S.)
Yvette Benedek Associates September 2008 - Present
Yvette Benedek Associates 2002 - Present
Yvette Benedek Associates August 1987 - Present
ACRGNY 2008 - 2015
ACRGNY 2008 - 2015
ACRGNY 2008 - 2015
ACRGNY 2008 - 2015
Baruch College, CUNY August 2011 - April 2013
TIAA-CREF January 2008 - August 2008
FDMCGNY 2002 - 2008
Skills
Public Speaking, Strategic Communications, Editing, Non-profits, Internal Communications, Public Relations, Research, Corporate Communications, Newsletters, Marketing Communications, Family Mediation, Mediation, Organizational Coaching, Holistic Life Coaching, Life Coaching, Workplace Mediation, Leadership Development, Thought Leadership, Conflict Resolution, Divorce Mediation, Coaching, Nonprofits, Business Communications, Teaching Adults, Training, Organizational..., Workshop Facilitation, Marketing, Web Content, Interviews, Publishing, Speech Writing, Storytelling, Leadership, Blogging, Executive Coaching, Fundraising, Creative Direction, Crisis Communications, Social Networking, Copywriting, Grant Writing, Management
Education
Columbia University - School of International and Public Affairs
Graduate work, Middle East Studies, Economic and Political Development
NYU
The Hebrew University
B.A., Political Science, International Relations
Zion Consulting Group, LLC 2004 - Present
Indigo Kitchen Montclair May 2012 - 2013
Alliance Capital Management 1994 - 2004
Merrill Lynch 1991 - 1994
TIAA-CREF 1991 - 1991
Skills
Investments, Due Diligence, Financial Modeling, Financial Analysis, Equities, Real Estate, Business Development, Asset Managment, Private Equity, Valuation, Portfolio Management, Investment Management, Alternative Investments, Strategic Planning, Strategic Negotiations, Product Structuring, Commercial Deal..., Venture Capital, Strategy, Corporate Finance, Asset Management, Investment Banking, Real Estate Development, Commercial Real Estate
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Morehouse College 1987 — 1992
ba, finance & real Estate
Central High School
REAP -Real Estate Associate Program
TIAA-CREF February 2008 - Present
Merrill Lynch 2006 - 2008
Dorsey & Whitney LLP 1990 - 2005
Skills
Securities, Securities Regulation, Corporate Governance, Capital Markets, Mergers & Acquisitions, FINRA, Privacy Law, Data Privacy, Information Security..., Privacy Compliance, Privacy Regulations
Education
Columbia Law School 1987 — 1991
JD, Law
The University of Chicago 1983 — 1984
MA, Divinity School
Georgetown University 1978 — 1982
BA, Theology
Nido de Aguilas 1975 — 1978
Santiago College
LearnVest July 2015 - Present
LearnVest November 2014 - Present
LearnVest, Inc. April 2013 - Present
TIAA-CREF July 2012 - April 2013
Solas Capital Management June 2011 - December 2011
Oliver Wyman July 2006 - March 2010
Skills
Business Strategy, Financial Analysis, Market Analysis, Management Consulting, Financial Modeling, Competitive Analysis, Valuation, Investments, Due Diligence, Business Development, Strategy, Finance, Financial Services, Management, Analytics, Start-ups, Entrepreneurship, Strategic Consulting, Market Research
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance, Entrepreneurship, Social Enterprise
Princeton University 2002 — 2006
A.B., Philosophy
Staten Island Technical High School 1998 — 2002
Invesco US March 2014 - Present
Bloomberg LP October 2013 - March 2014
Debtwire Analytics (division of Financial Times Group) December 2012 - October 2013
Xtract Research LLC (division of Financial Times Group) February 2012 - December 2012
Citigroup 1994 - February 2012
Hartford Steam Boiler (a division of Munich Re) 1993 - 1994
Thomas James Associates 1992 - 1993
Value Line 1989 - 1992
TIAA-CREF 1987 - 1988
Skills
Credit Analysis, Equity Research, Institutional Marketing, Convertible Bonds, Convertible Arbitrage, Report Writing, Presentation Development, Financial Analysis, Distressed Debt, High Yield, Options, CDS, Recruiting, Mentoring, Investments, Covenants, Covenant Compliance, Equities, Hedge Funds, Investment Banking, Capital Markets, Asset Management, Special Situations, Fixed Income, Bonds, Alternative Investments, Strategy, Valuation, Risk Management, Investor Relations, Mutual Funds, Capital Structure, Investment Management, Bloomberg, Credit, Financial Risk, Derivatives, Structured Products, Emerging Markets, Equity Derivatives, Credit Derivatives, Private Equity, Leveraged Finance, Structured Finance, Equity Valuation, Financial Markets, Equity Trading, LBO
Education
Columbia Business School 1988 — 1989
MBA, Finance/Int'l Business
State University of New York at Albany 1981 — 1985
BS, Business Administration/Psychology
Goldman Sachs Asset Management September 2013 - Present
TIAA-CREF July 2002 - August 2013
Merrill Lynch June 2000 - June 2002
Sanford C. Bernstein July 1999 - June 2000
PwC July 1989 - June 1999
Skills
Equities, Equity Research, Hedge Funds, Investments, Asset Management, Securities, Valuation, Bloomberg, Portfolio Management, Investment Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
University of Virginia 1985 — 1989
BS in Commerce, Accounting
TIAA-CREF 2012 - Present
GRW Marketing 2001 - 2012
Network Health 2008 - 2010
Liberty Mutual 2004 - 2008
PreVision Marketing 2000 - 2001
Fleet Bank (Bank of America) 1997 - 2000
EMI Strategic Marketing 1996 - 1998
American Express 1991 - 1996
Skills
Loyalty Programs, Credit Cards, B2B, Marketing Management, Customer Experience, Direct Marketing, Marketing Strategy, Integrated Marketing, Database Marketing, Marketing Communications, Segmentation, Strategic Planning, Social Media, Banking, Healthcare, Insurance, Online Marketing, Email Marketing, Strategy Development, Direct Mail, Product Marketing, Social Media Marketing, SEM, Customer Acquisition, Digital Marketing, Competitive Analysis, Brand Development, Lead Generation, Strategy, CRM, Digital Strategy, Analytics
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Marketing & International Business
University of California, Berkeley 1976 — 1981
BA, Political Science
TIAA-CREF April 2006 - Present
Duncan-Hurst Capital Management June 1996 - April 2006
The Boston Consulting Group February 1993 - August 1995
Maxtor 1991 - 1991
Maxtor 1990 - 1990
Skills
Portfolio Management, Financial Modeling, Asset Managment, Investment Management, Series 7, Equities, Equity Research, Asset Management, Fixed Income, Capital Markets, Management, Alternative Investments, Hedge Funds, Valuation, Financial Services, Investments
Education
Columbia Business School 1992 — 1993
MBA, Finance and Accounting
University of Southern California 1983 — 1998
Bachelor of Science (BS), Electrical Engineering, Business Administration minor
NYC Department of Parks & Recreation October 2014 - Present
Law Office of John V. Luisi January 2001 - Present
Board of Elections in the City of New York February 2011 - October 2014
Staten Island Borough President January 2005 - November 2009
The Bromley Companies January 1997 - December 2000
TIAA-CREF April 1990 - September 1993
Dreyer and Traub August 1988 - September 1989
NYC Department of Housing Preservation and Development 1981 - 1985
Skills
Real Estate, Start-ups, Management, Legal Writing, Training, Negotiation, Community Outreach, Policy, Nonprofits, Fundraising, Litigation, Government, Public Speaking, Public Policy, Sales, Finance, Policy Analysis, Legal Research, Commercial Litigation
Education
Fordham University School of Law 1985 — 1988
JD
Columbia College (NY) 1977 — 1981
AB
TIAA-CREF April 2005 - Present
TIAA-CREF 1997 - 2008
Education
Colorado State University 1990 — 1995
B.A, History
HSBC July 2014 - Present
Bank of America April 2013 - July 2014
Barclay's Capital October 2012 - March 2013
Bank of America October 2010 - September 2012
Barclay's Capital February 2010 - October 2010
JP Morgan Chase December 2008 - February 2010
JP Morgan Chase February 2006 - December 2008
Bank of America 2004 - 2006
TIAA-CREF 2000 - 2004
Education
Columbia Engineering 1980 — 1984
Bachelor's Degree, Electrical Engineering
Zayo Group September 2015 - Present
Comcast March 2012 - September 2015
Level 3 Communications February 2009 - March 2012
Wealthbook June 2008 - January 2009
TIAA-CREF April 2008 - November 2008
SMI Cable Systems March 2004 - August 2004
Supreme Cable Technology March 2003 - July 2003
Adams 12 Five Star Schools September 2002 - January 2003
Skills
IP Networking, Routing, Routing Protocols, Switching, MPLS, OSPF, BGP, ISIS, RIP, Layer 1 Troubleshooting, Layer 2 Troubleshooting, Layer 3 Troubleshooting, Spanning Tree, IP Multicast, IPv4, IPv6, DHCP, Firewalls, NAT, VPN, SNMP, Troubleshooting, IP, Juniper, Switches, Cisco Technologies, MPLS VPN, Juniper Technologies, Network Security, Network Engineering, VoIP, Ethernet, LAN-WAN, Computer Network..., Networking, Frame Relay, WAN, Cisco Routers, DWDM, Metro Ethernet, Cisco IOS, Routers
Education
Colorado Technical University 2004 — 2008
Bachelor of Science, Information Systems Management
Desert Well Network LLC 2005 - Present
TIAA-CREF 1994 - 2005
Bank of America 1986 - 1992
IBM 1984 - 1984
Hewlett-Packard 1983 - 1983
Education
Columbia University - Columbia Business School 1992 — 1994
Master of Business Administration (MBA)
Columbia University - Graduate Engineering 1985 — 1986
Master of Science (MS), Electrical Engineering
Princeton University 1981 — 1985
Bachelor of Science (BS), Electrical Engineering & Computer Science
TIAA-CREF June 2011 - Present
Pacific Gas and Electric Company March 2009 - June 2011
Morgan Stanley June 2008 - January 2009
Citi Group October 2007 - January 2008
Goldman Sachs September 2004 - March 2007
CA June 2000 - September 2004
Skills
Strategy, Analytics, Fixed Income, SQL, Fixed Income Analysis, Derivatives
Education
Columbia Engineering
MS, Computer Science
Nanjing University
Nanjing University
University of California, Berkeley, Haas School of Business
Master, Financial Engineering
TIAA-CREF October 2006 - Present
Procida Realty and Construction Corp. May 2005 - September 2006
Samsung C&T Corporation January 2000 - June 2004
Skills
Asset Management, Real Estate Development, Due Diligence, Investments, Financial Modeling, Real Estate, Valuation, Private Equity, Investment Properties, Financial Analysis, Disposition, Fundraising, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, International Real...
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2004 — 2005
MS, Real Estate Development
Seoul National University 1996 — 2000
BS, Architectural Engineering
REcolorado March 2014 - January 2015
CoreLogic August 2012 - July 2013
Aurora Bank FSB November 2009 - June 2012
TIAA-CREF June 2007 - December 2008
OppenheimerFunds September 2005 - May 2007
Echostar June 2004 - August 2005
Lockheed Martin June 2003 - August 2003
Skills
Business data analysis..., Business requirements..., Project Management, Cost-benefit analysis, Process Improvement, Agile Methodologies, Workflow Diagrams, Software Development, Use Case Diagrams, User Acceptance Testing, Functional..., Microsoft Office, Data Integration, Relational Databases
Education
Colorado State University 2000 — 2004
Bachelor of Science Degree in Business Administration, Finance & Real Estate
Allianz Global Investors April 2008 - Present
TIAA-CREF April 2002 - April 2008
Citigroup Asset Management 1998 - 2002
Deloitte August 1988 - June 1998
Education
New York University 1986 — 1990
Master of Laws (LLM), Tax Law/Taxation
Columbia Law School 1982 — 1985
JD, Law
Columbia University in the City of New York 1982 — 1985
Doctor of Law (J.D.), Law
TIAA-CREF November 2014 - Present
Prudential Financial February 2014 - November 2014
Charles Schwab December 1999 - July 2013
Skills
Finance, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investments, Retirement, Series 63, Strategic Financial..., Investment Advisory, Asset Allocation, Financial Services, Portfolio Management, Securities, Financial Advisory
Education
University of Denver 2007 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Colorado State University 1993 — 1997
Bachelor of Arts (B.A.), Sociology
TIAA-CREF November 2014 - Present
OppenheimerFunds August 2011 - November 2014
OppenheimerFunds October 2007 - August 2011
Skills
Mutual Funds, Financial Services, Process Improvement, Vendor Management, Leadership, Business Analysis, Investments, Relationship Management, Risk Management, Visio
Education
Colorado State University 2009 — 2012
Bachelor's degree, Accounting and Business/Management
TIAA-CREF August 2010 - Present
IBM Global Services March 2001 - May 2010
IBM Global Services January 1996 - March 2001
Skills
System Administration, Linux, AIX, RedHat, Shell Scripting, Solaris, Unix, Cluster, Red Hat Linux, VMware, Bash, Apache, High Availability, Linux System..., RHEL, Virtualization, Perl, HP-UX, Unix Shell Scripting, LDAP
Education
Colorado Technical University
Computer Science
AIG Financial Products Corp. June 2001 - February 2013
TIAA-CREF May 1996 - May 2001
Salomon Brothers Inc 1992 - 1994
Skills
Structured Finance, Investment Banking, Portfolio Management, Emerging Markets, Derivatives, Finance, Credit
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Haverford College 1988 — 1992
BA, Economics
International School Manila 1984 — 1988
TIAA-CREF 2008 - Present
ERISA Industry Committee 2005 - Present
Alcatel-Lucent 1998 - 2008
AlliedSignal Inc. 1994 - 1998
Rogers & Wells (now Clifford Chance) 1991 - 1994
Skills
Performance Management, ERISA, Mergers & Acquisitions, Litigation, Retirement, Executive Pay, Deferred Compensation, Corporate Governance, Commercial Litigation, Management, Licensing, Mergers
Education
NYU School of Law 1979 — 1983
LL.M., Taxation
Columbia University School of Law 1975 — 1978
J.D., Law
Williams College 1971 — 1975
B.A., Physics
Water Partners Incorporated September 2013 - Present
Denver Health November 2009 - April 2013
TIAA-CREF September 2006 - October 2008
Centrix Financial August 2004 - June 2006
DaimlerChrysler Financial Services May 1998 - May 2004
Skills
Process Improvement, Customer Service, Access, Training, Software Documentation, Insurance, Data Analysis, Leadership, Analysis, Customer Satisfaction, Microsoft Excel, Visio, Outlook, Credit, Team Building, Finance, Lotus Notes, Microsoft Office, Sales, Budgets, Management, Time Management, Accounting
Education
University of Denver 2013 — 2015
Masters Degree, Healthcare Leadship Regulatory Policy and Law
Colorado State University 1993 — 1997
BA, Spanish
Workiva November 2013 - Present
Workiva August 2013 - November 2013
Workiva March 2013 - August 2013
Workiva March 2012 - March 2013
Wells Fargo December 2010 - March 2012
Apex Systems December 2010 - March 2012
ACACIA Fraternity Board of Directors August 2010 - September 2011
TIAA-CREF September 2006 - March 2009
Skills
Banking, Management, Leadership, CRM, Customer Service, Microsoft Excel, Salesforce.com, Project Management, Business Analysis, Microsoft Office, Troubleshooting, Analysis, Vendor Management, System Conversion, XBRL, Change Management, Risk Management, Quality Assurance, Process Improvement, Product Development, Relationship Management, Training, Product Management, Atlassian JIRA, Agile Web Development, Cloud Computing, Team Building, Lean Software..., Business Process..., Account Management, Excel, Google Analytics, Basic HTML, CSS, Wdesk, Data Visualization
Education
Colorado State University 2004 — 2006
Bachelor of Arts (B.A.), History
University of Colorado at Colorado Springs 2000 — 2002
Bachelor of Arts (B.A.), History
Bank of America February 2013 - Present
Duke Energy Corporation September 2012 - Present
Bank of America August 2010 - July 2012
TIAA-CREF February 2009 - March 2010
Wachovia, A Wells Fargo Company 2008 - 2009
TIAA-CREF April 2006 - April 2008
Wachovia, A Wells Fargo Company August 2003 - June 2005
Knowledge Impact 2000 - 2001
UnitedHealth Group May 1996 - April 1999
National Defense University May 1995 - June 1996
Skills
Project Management, Financial Management..., Risk Management, Software Development, MS Project, Project Planning, Agile Methodologies, Software Development..., Agile & Waterfall..., Program Facilitation, Training Delivery, SDLC, Project Portfolio..., Business Analysis, Vendor Management, PMO
Education
Southeastern University 1998 — 2000
MBA, Information Systems
Columbia Union College 1993 — 1996
BS, Business Management
N.C. A&T S.U. 1988 — 1990
Business Administration
Columbia Business School August 2014 - Present
TIAA-CREF June 2015 - August 2015
Deloitte July 2010 - August 2014
Cornell University May 2009 - September 2009
MTV Networks May 2008 - August 2008
Skills
Personnel Management, Change Management, Business Process..., Mergers & Acquisitions, Management Consulting, Human Capital, Business Transformation, Acquisition Integration, Strategy, Consulting, Project Management, Data Analysis, Human Resources, Leadership, Management, Business Strategy
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Cornell University 2006 — 2010
B.S. with Honors, Industrial and Labor Relations
Lorenzo de' Medici, The Italian International Institute 2009 — 2009
TIAA-CREF November 2000 - Present
Intergraph March 1991 - November 2000
General Electric April 1989 - March 1991
US Navy April 1983 - April 1989
Skills
Disaster Recovery, DNS, Hardware, Operating Systems, Integration, DHCP, System Administration, TCP/IP, Security, Active Directory, Unix, Servers, Vendor Management, Management, ITIL, Troubleshooting, Networking, Testing, Technical Support, Project Management, Data Center, Databases, SDLC, Microsoft Exchange, Firewalls, Enterprise Architecture, Business Analysis, Windows
Education
Webster University 2004 — 2006
MBA, Business Management
Columbia College 1995 — 1998
BS, Computer Information System
East Catholic High School 1979 — 1982
DR Associates May 1998 - Present
US Trust March 1996 - May 1998
Oppenheimer Capital 1993 - 1996
TIAA-CREF 1984 - 1986
Skills
Economics, Financial Modeling, Management, Equities, Research, Business Analysis, Portfolio Management, Hedge Funds, Valuation, Investments, Entrepreneurship, Corporate Finance, Private Equity, Strategy
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance, Management
University of St Andrews 1969 — 1972
MA, Mediaeval History, Psychology
Wells Fargo September 2012 - Present
Wells Fargo 2014 - 2015
Wells Fargo July 2011 - September 2012
TIAA-CREF October 2007 - October 2009
TIAA-CREF March 2004 - October 2007
TIAA-CREF January 1999 - March 2004
TIAA-CREF January 1998 - January 1999
TIAA-CREF June 1980 - January 1998
Skills
Budgets, Leadership, Team Building, Forecasting, SDLC, Business Analysis, Process Improvement, Project Management, Human Resources, Visio, Business Process..., Strategic Planning, Financial Services, CRM, Change Management, Sales, Access, Management, Recruiting, Vendor Management, Training, Operations Management, Disaster Recovery, Finance, IT Strategy, Strategy, Cross-functional Team..., Executive Management, Relationship Management, New Business Development
Education
Colorado Technical University 2010 — 2012
BS, Information Technology
Colorado Technical University 2008 — 2010
AS, Information Technology
TIAA-CREF May 2008 - Present
Tarragon Corporation April 2007 - April 2008
Starwood Capital Group February 2006 - March 2007
Tishman Speyer August 2004 - January 2006
Bovis Lend Lease 1997 - 2002
Skills
Real Estate Development, Due Diligence, Real Estate, Asset Managment, Real Estate Economics, Contract Negotiation, Financial Analysis, Investment Properties, Strategic Planning, Valuation, Financial Modeling, Project Management, Disposition, Real Estate Transactions, Budgets, Portfolio Management, Investments, Feasibility Studies, Contract Management, Asset Management, Property
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance / Real Estate
Stevens Institute of Technology 1997 — 1999
MS, Construction Management
Stevens Institute of Technology 1995 — 1997
BS, Civil Engineering
Fairfield University 1992 — 1995
BA, Liberal Arts
TIAA-CREF January 2005 - Present
Raytheon Polar Services June 2003 - October 2005
LOCKHEED MARTIN January 2000 - January 2003
Colorado State University January 1996 - January 1999
Colorado State University January 1996 - January 1997
Education
Colorado State University
BA, Speech Communication; Communication Theory; Business Computer Applications
TIAA-CREF February 2006 - Present
Morgan Stanley Investment Management 2001 - 2006
Van Kampen Investments 1995 - 2001
Franklin Templeton Investments 1992 - 1995
Skills
Asset Allocation, Investment Strategies, Investments, Fixed Income, Equities, Portfolio Management, Asset Management, Mutual Funds, Finance, Analysis, Hedge Funds, Financial Modeling, Investment Management, Securities, Bloomberg, Capital Markets, Emerging Markets, Equity Research, Valuation
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Princeton University 1986 — 1988
MSE, Civil Engineering & Operations Research
The Johns Hopkins University 1982 — 1986
BS, Civil Engineering
Eleanor Roosevelt High School 1978 — 1982
High School Diploma, Science & Technology Program
TIAA-CREF June 2011 - Present
IBM June 2007 - June 2011
International Business Machines October 2002 - May 2007
IBM January 2001 - September 2002
Skills
SDLC, IT Strategy, Requirements Analysis
Education
University of Colorado Denver 2014 — 2016
Master of Business Administration (MBA), 4.0
Colorado State University 1997 — 2000
Bachelor of Science, Business Administration with emphasis in Computer Information Systems
Self Employed April 2014 - Present
TIAA-CREF May 2011 - April 2014
Movie Tavern Partners, LLC November 2008 - July 2010
Blockbuster May 1999 - June 2008
Skills
Employee Relations, Team Leadership, Customer Service, Human Resources, Employee Training, Conflict Resolution, Training, Coaching, Process Scheduler, Project Planning
Education
Colorado Technical University 2005 — 2008
Bachelors, Accounting
TIAA-CREF June 2015 - Present
Time Warner Cable October 2012 - Present
Wells Fargo January 2011 - October 2012
Prudential Financial March 2008 - September 2010
KELLER WILLIAMS REALTY October 2006 - March 2008
COLDWELL BANKER UNITED REALTORS May 2005 - October 2006
Verizon Wireless January 2001 - January 2005
SHOP AT HOME TV January 2000 - January 2001
VERIZON WIRELESS (formerly Bell Atlantic Mobile) January 1999 - January 2000
Skills
Call Center, Forecasting, Process Scheduler, Workforce Management, Loss Mitigation, Customer Satisfaction, Customer Service, Real Estate, Sales, Coaching, Recruiting, Process Improvement, Team Building, Operations Management, Selling, Leadership, Lead Generation, Sales Management, Aspect eWorkforce..., IEX Total View, Lucent CentruVu..., Witness Quality, Verint, CCPulse, CME, Scheduling, Staffing Plans, IVR, Telecommunications, Vendor Management, Human Resources, Analysis, Project Management, Microsoft Excel, Call Centers, Management, Strategy, Team Management, Strategic Planning, Project Planning, Start-ups
Education
Columbia Southern University 2011 — 2012
Master of Business Administration (MBA), Project Management
University of Phoenix 2008 — 2010
Bachelors of Science, Management
South Carolina State University 1995 — 1999
Business Management
Holly Hill-Roberts High School 1990 — 1995
TIAA-CREF March 2015 - Present
TIAA-CREF November 2011 - February 2015
TIAA-CREF September 2009 - November 2011
The University of North Carolina's Kenan-Flagler Business School June 2009 - August 2009
Goldman, Sachs & Co. March 1992 - February 2008
Chemical Bank September 1990 - February 1992
The First Boston Corporation June 1984 - March 1990
Chemical Bank July 1978 - August 1982
Education
Columbia University - Columbia Business School 1982 — 1984
Master of Business Administration (M.B.A.), Finance
Duke University, A.B. Economics and Spanish 1974 — 1978
A.B., Economics and Spanish, Magna Cum Laude
AppVantage Solutions, LLC June 2012 - Present
Insight Global to DISH Network September 2011 - December 2011
Comsys contractor to TIAA-CREF March 2010 - December 2010
TIAA-CREF March 2010 - December 2010
The Capno Center April 2008 - March 2010
The Capno Center April 2008 - March 2010
Sapphire Tech. contractor to Verizon Business February 2007 - April 2008
Verizon Business February 2007 - April 2008
Self - Employed (Special Projects) July 2003 - January 2007
Independent Consultant July 2003 - January 2007
Skills
MS Project, Software Project..., Program Management, Visio, SDLC, Management, Leadership, Business Analysis, Project Management, Software Documentation
Education
Colorado Technical University 2009 — 2010
M.B.A, Project Management
Colorado Technical University 1991 — 1996
B.S, Computer Science
Wells Fargo Investment Institute November 2014 - Present
Wells Fargo Wealth Management March 2006 - October 2014
Evergreen Investments September 2000 - March 2006
TIAA-CREF March 2000 - August 2000
First Union National Bank April 1995 - January 1999
Skills
Investment Management, Capital Markets, Quantitative Finance, Investment Advisory, Asset Allocation, Due Diligence, Wealth Management, Financial Modeling, Portfolio Management, Investments, Hedge Funds, Equities, Fixed Income, Equity Research
Education
Columbia Business School 1999 — 2000
MBA, International Business, Finance
Duke University 1990 — 1994
BA
Dish Network 2015 - Present
LenderLive Network 2014 - 2015
Dish Network 2010 - 2014
Commerical/Residential Real Estate Broker 2004 - 2011
Freelance 2009 - 2010
Mindtech Solutions, Inc. 2006 - 2009
TIAA-CREF 2001 - 2006
First Trust (Fiserv) 1998 - 2000
Education
Colorado State University
Master of Science (MS)
DeVry University
Bachelor of Science (BS)
Jones College
Real Estate Broker Administration
University of Colorado Denver
TIAA-CREF September 2012 - Present
Northwestern Mutual October 2011 - September 2012
Skills
Strategic Financial..., Access, Accounting, Analysis, Asset Management, Auditing, Banking, Budgets, Business Analysis, Business Development, Finance, Financial Analysis, Financial Planning, Fixed Annuities, Investments, Retirement Planning, Series 7, Customer Service
Education
Colorado State University 2002 — 2007
Business Administration, Finance and Economics
Smoky HIll High School
TIAA-CREF September 2002 - Present
Education
Colorado Technical University 2008 — 2011
BS, Human Resources
TIAA-CREF October 2014 - Present
Great-West Financial November 2012 - October 2014
JP Morgan Chase May 2011 - November 2012
GameStop October 2009 - May 2011
Barnes & Noble June 2008 - October 2009
Skills
Notary Public, Employee Training, Management, Sales, Retail, Customer Service, Deposits, Product Management, Accounting, Customer Experience, Loans, Mortgage Lending, Commercial Banking, Consumer Lending, Outlook, Loss Prevention, Data Entry, Payroll, Call Centers, Leadership
Education
Columbia College 2008 — 2011
Master's degree, Business Administration and Management, General
Columbia College 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Computer/Information Technology Administration and Management
TIAA-CREF March 2007 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Lean Six Sigma
Education
Colorado State University-Global Campus 2015 — 2019
Organizational Leadership
TIAA-CREF January 2015 - Present
Debevoise & Plimpton October 2004 - January 2015
Skills
Civil Litigation, Commercial Litigation, Securities Litigation, Intellectual Property
Education
Columbia Law School 2001 — 2004
Doctor of Law (J.D.)
Dartmouth College 1997 — 2001
Bachelor of Arts (B.A.)
TIAA-CREF October 2006 - Present
Skills
Mutual Funds, Portfolio Management
Education
Regis University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Colorado State University 2001 — 2004
Bachelor of Science (BS), Finance
Pomona High School
MJ Smith & Associates 2008 - 2013
HTLF Investments 2006 - 2007
Jackson National Life Distributors 2004 - 2005
College for Financial Planning 2002 - 2004
TIAA-CREF 1996 - 2001
Skills
Investments, Project Management, Consulting, Training Delivery, Technical Writing, Team Leadership, Public Speaking, Operations Management, CRM, Risk Management, Cross-functional Team..., Marketing, Financial Services, Budgets, Sales, Financial Analysis, Training, Business Process, Leadership, Management
Education
Colorado State University-Global Campus 2015 — 2017
Candidate for M.S.-Healthcare Administration & Management, Health/Health Care Administration/Management
Howard University
B.B.A., Marketing